The steps required to begin working with Customer Monitor:

1. Create a maintainer access to the CM portal - The creation is performed at Try CM [1]. Overview of a maintainer account's functions is described in the section Access roles >> Maintainer [2].

2. Initial settings of CM portal - will be prompted automatically after login to the CM Portal. Read more about initial settings in the section CM Portal >> Initial settings of CM portal [3].

3. Adjust Helpdesk - description of Helpdesk settings is in the section Helpdesk Customer Desk [4]. Contact us for optimal configuration in your company, the presentation regarding (not just) Helpdesk in CM, will be of your benefit.

4. Create first company (customer) in the CM portal - read more about creating a company (customer) in the section Creation of customer [5].

5. Create operator accounts and access for customers - procedure of creation of an operator account is described in the section Operators and groups [6] and creation of a customer account is described in the section Customer account [7]

6. If you´re going to use technical functions of CM, install the C-Monitor clients (for Win, OS X, Linux/FreeBSD) – procedure for installation of clients to computers, as well as supported OS versions are described in sections C-Monitor Windows client [8],  C-Monitor Linux client [9] and C-Monitor (Mac) OS X client [10]

After fulfilling steps 1-5, the system is ready for :

• Work with helpdesk Customer Desk
• Manual hardware evidence

After fulfilling step 6, the system is ready for :

• View of computers data (HW configurations, installed software, selected OS setting)
• Online information for the past 48 hours – such as loading of CPU, RAM, network adapters etc.
• Notifying about incorrect standard parameters (based on samples 1x a day), such as low drive space, suspicious faulty disk, not updated antivirus, not updated OS Windows etc.

Next, we recommend you to set and process in the nearest step :

• Create customer accounts
• Set authorizations for Operators (i.e. remote access to a PC desktop, remote installations…)
• Set online monitoring of availability of critical computers (mostly servers)
• Set Backup
• Set Online Monitoring Watches (i.e. free space on disk, network connections...)
• Process the first SW audit, report about configuration and status of computers

Procedures of the settings and descriptions of other functions are listed in other articles of How CM works [11].