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  3. Quickstart Guide

Quickstart Guide

This article will guide you through the first steps when you are invited to join the Calculus Portal.

Note that there are different types of users, with different user rights. Some of the features explained in this article may not be available to you, if you lack the required user rights.

Register and login

If you have questions or problems around registering you can find more information in this article. If you have questions or problems around logging in you can find more information in this article.

Two-factor authentication

We recommend that every user of the Calculus portal turn on and use two-factor authentication. For more info on this, please read this article.

Pretty much all navigation on the portal is done through the menu on the left, for more info on what each page entails, please read this article.

Home pagina

On the Home page, you can see your assets on your project map as well as in a table. The assets are organized by group. You can view an asset’s dashboard by clicking on a highlight on the map or by clicking on the asset’s name in the table. If you want to view the dashboard of the asset group you have to click on the eye.

Master data

Company

On the company page you manage the most important info about your company. You will find address details and you can manage users at the company level. In addition, you can also invite users at the company level here.

Users

Users are the users who have access to the data in your project or company. Because not every user is authorized to see or edit the same amount of information, we use user rights.

Project

You can create a project to collect and display data that interacts with each other. So a project is a collection of assets, dashboards, alerts, diagrams, images,… that are bundled together. You can think of a project as temporary, or as a permanent facility to which you want to add multiple dashboards. How exactly you do that can be read in this article. In addition, you can also invite users at the project level here.

Assets

Assets are the sensors that send measurements to the portal. These assets can be grouped by type or by self-created Asset group. A detailed explanation of assets and how to set them up for your company can be found in this article.

Dashboarding

Dashboards

A dashboard is a collection of visualizations of data transmitted from one or more gateways and the devices connected to those gateways. A dashboard is basically a collection of widgets, such as a graph, or a pie chart, for example. This article tells you how to quickly set up a dashboard.

Widgets

ou can make use of different types of widgets on the Calculus portal, here is an overview of all the widgets our portal offers.

Reports

The Calculus portal allows you to pull detailed reports from all processed data. There are different types of reports that you can download, more info about them can be found in this article.

Alerts

Alerts are alerts that the portal sends to you when one of your assets exceeds a certain value or performs an action. You can read how to set up Alerts in this article.

Manual input

The Manual input page serves to upload your own measurements or checks to the portal, this is data that cannot be picked up by a sensor. The information you add to the portal this way is processed in exactly the same way as data coming through sensors. This article tells you how to set up a form.

Work items

Work items are tasks that can be assigned to users, the user receives a notification about this and can then perform this task. On the Work items page you will also see a kanban board with these tasks, for more info about Work items you can consult this article. In this article you will find how to set up a work item.

Scheduler

The Calculus portal also has a built-in scheduler, with this scheduler you can assign Work items periodically or turn on or off alerts scheduled. You can read how to do that in this article.

Questions or comments

If certain information in this manual is missing, incomplete or incorrect, please do not hesitate to contact us using this article. We will be happy to assist you with further explanations!

Updated on 7 November 2022

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