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Wavecrest Knowledge Base

Tag: getting started

Getting Started – Visualizer

Category: Dashboard, Panel, Visualizer

After logging into the visualizer you will be presented with a default blank dashboard. To start adding reports panels to your new dashboard please follow the below instructions:

  • Click “Add New Panel” to get started.
  • On the next screen, “New Panel,” you will be presented with two options:
    • Create From Template: As you create panels you will have the option of creating a new panel based on an existing template you previously created.
    • Create New Panel: Select this option to build a new panel.
Visualizer Getting Started

Panel Configuration

Category: Panel, Visualizer

To build a new panel follow the below steps:

  • At the upper left of the screen you will find a list of available Data Types. Drag-n-drop the Data Type you would like your panel to use into the “Data Source” field.
    • Note: A default bar chart will automatically load and a list of fields from this data type will populate the space on the left.
  • Select the type of chart you would like to display your data.
  • Drag-n-drop the fields you want to chart into Metrics and Dimensions.
  • Click “Save” to add this panel to the dashboard.
Visualizer Getting Started

Cyfin Cloud Getting Started Guide

Category: Administration

Getting Started Checklist

This checklist is provided for getting Cyfin Cloud up and running. It involves the following steps:

Provisioning

  1. Provide your company name
  2. Syslog protocol preference:
    • UDP (recommended default)
    • TCP
    • SSL
  3. Provide time zone(s) of your firewall(s)
  4. What is your data retention requirement
  5. What is your targeted start date to begin your evaluation

Starting Evaluation

After providing the above provisioning information to your rep you will receive an email that will contain the following:

  • Connection information to your newly provisioned Cyfin Cloud instance
  • Temporary password

IMPORTANT NOTE: Your Firewall by default may block outbound syslog messages. Please make sure you have a security policy in place that will allow outbound connections to your new Cyfin Cloud instance and port number.

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