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How to get started with PRISMAprepare Go

Introduction

Getting in touch for the first time with PRISMAprepare Go can be overwhelming. The purpose of this chapter is to guide you step-by-step through the actions needed in order to have a fully functioning PRISMAprepare Go.

First steps

This is what you need to do to get started: 

  1. Obtain the most recent version of the Cloud Proxy.

    Navigate to the [Configuration]  → [Devices]  → [List of devices]. The bottom of the panel titled "[List of devices] " contains the links to the installation kit for the Cloud Proxy, for all supported Operating Systems.

    The procedure for obtaining the most recent version of the installation kit for Cloud Proxy is presented in a short video here:

    https://vimeopro.com/r4media/prisma-home/video/433605320

  2. Download the Cloud Proxy onto your workstation's local storage device.

    The installation kit only needs to be run once, so it doesn't matter where you save the downloaded file. All operating systems provide you with a "Downloads" folder, and the web browser is already aware of it.

  3. Install the Cloud Proxy on your workstation.

    NOTE

    This action requires administrative privileges. In addition, you need to remember that Cloud Proxy needs to be running whenever you want to use PRISMA Home.

    You can read the step-by-step procedure by following this link:

    https://docs.cpp.canon/help?product=CloudProxy&context=cloudproxyinstall.

    The following 64-bit architecture operating systems are supported:

    • Microsoft Windows 10

    • Apple macOS 10.15, Catalina or any newer version

    NOTE

    If you connect via VPN, you also need to configure the VPN connection.

  4. Use Cloud Proxy to register devices for PRISMA Home.

    You can add the devices one by one, or you can supply a range of IP addressees and let Cloud Proxy discover all of them.

    You can watch a short video demonstrating how to register the devices by following this link:

    https://vimeopro.com/r4media/prisma-home/video/433604842

  5. Allow the applications to use the newly added device(s).

    Once you have registered the devices, you need to check each application that is allowed to access them. This operation consists simply of marking the check box near the name of the application in the [Details] panel of the [Configuration]  → [Devices]  → [List of devices] (you may need to scroll down until you see the [Applications] list.

  6. Invite other users to create accounts in your tenant in PRISMA Home.

    When you send the invitation, you must select what type of user role to assign for the PRISMA Home portal.

    [Configuration]  → [Users]  → [List of users].

    Two roles are available:

    • [Employee], which is an employee of the print company.

      The employee is not able to change settings.

    • [Administrator] which is the administrator of the print company.

      The administrator can change settings and can perform any of the available actions.

  7. Assign a role to each registered users in the available applications.

    Similarly, each application offers user roles tailored to their specific needs. If the application offers management settings, it will offer the [Administrator] role as an option.

Specific steps for PRISMAprepare Go

To get started with PRISMAprepare Go:

  1. After you added and configured your devices, prepare the PRISMAprepare Go environment:

    1. Adjust the customer facing web page of your web shop

      Navigate to [Shop design]

      Add your own [Terms and Conditions], logo and contact information

    2. (optional) Adjust the preflight settings and the lifetime of your links.

    3. Set up which of your operators should receive notifications

      You can watch a short video demonstrating how to configure the preflight settings and the notifications by following this link:

      https://vimeopro.com/r4media/prisma-home/video/593251228

    4. Add your customers details in the [Customer management]  → [Contacts]  → [Add contact]

      You can watch a short video demonstrating how to add a new customer by following this link:

      https://vimeopro.com/r4media/prisma-home/video/593253281