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

    Video: Acquiring the installation kit for the Cloud Proxy

  2. Download the Cloud Proxy on the local storage of your workstation.

    The installation kit only needs to be run once, therefore it does not matter where you place the downloaded file. All operating system 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. Furthermore, you need to remember that Cloud Proxy needs to be running whenever you want to use PRISMA Home.

    More information: Cloud Proxy installation procedure

    The supported operating systems are 64-bit architecture:

    • Microsoft Windows 10

    • Apple macOS 10.15, Catalina or any newer version

    NOTE

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

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

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

    Video: Registering devices for PRISMA Home

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

    Once you have registered the devices, you need to check each application allowed to access them. This operation consists only on setting 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.

    Video: Enabling applications

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

    When you send the invitation, you have to 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.

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

    Video: Managing users

Specific steps for PRISMAprepare Go

This is what you need to do to get started with PRISMAprepare Go:

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

    1. Navigate to [Shop design]

      • Adjust the customer facing web page of your web shop

      • Add your own [Service Terms], logo and contact information

    2. Navigate to [Configuration]

      • (optional) Enable and adjust the preflight settings and the lifetime of your links

      • Setup which of your operators should receive notifications

      Video: PRISMAprepare Go: First time configuration activities

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

      Video: PRISMAprepare Go: How to add a new contact

    4. Instruct your customers to start submitting jobs online.

      Video: PRISMAprepare Go: How to send jobs to the print shop