Setup Wizard (Pulse v6.x)

To get Pulse up and running you need to follow the steps of the Setup Wizard. Before you start the Setup Wizard you should have the following information ready:

• The SMTP server information for sending emails: server address and port number.

After you have gathered the information above you can now start the setup wizard:

Open the Pulse website, if you on the server you can use this address: http://localhost:8099, you can access the Pulse website from your desktop by replacing localhost with the server name.

NOTE: Pulse only supports Internet Explorer 9 or later

Step 1: Start the Wizard: Click on the Setup Wizard button on the top left of the page

Step 2: Log into Pulse: Login into Pulse using the default credentials displayed on the login page

Step 3: Validate the license file: Check to see if you have a valid license file, by default you will have a 14 day trial. Click Next

Step 4: Change the Admin password: Change the default Pulse admin user password, the password must be a strong password as shown in the message below. Click Save and Next.

Step 5: Connect to a Pulse server: If Pulse is installed on a TM1 server, you can tick Local and then Connect (To connect to a Remote Pulse Monitor check the Connecting Pulse Monitor section).

Step 6: After clicking Connect, you will see all TM1 instances available on the server, click Next

Step 7: To update TM1 credentials check the Connecting a TM1 instance, click Next

Step 8: SMTP Settings: Pulse requires access to your corporate SMTP server to send email alerts. On most corporate networks you only need to provide the SMTP server (or IP address) and a Email From address.

The Email From address doesn’t have to be a valid email address on most systems and can just be: noreply@mycompany.com or tm1support@mycompany.com

Depending on how your SMTP server is configured you may need to allow “SMTP relay” from your TM1 server, change or turn of security software or provide authentication, speak to your System Administrator.

Test the SMTP settings by adding your email address to the Sent Test To box at the bottom and clicking Test. If the SMTP settings are correct the test will return Sent. Click Next.

Step 9: Notification Group: Pulse can have one or more Notification Groups, these are assigned to Alerts and allow you to send emails to a group of people. Before finishing the wizard you need to add have at least one notification group. Multiple email addresses should be separated by a comma.

Step 10: Click Save. Congratulations Pulse is now up and running. Refreshing the page (F5) will remove Setup Wizard button from the menu.

Step 11: Setup Wizard button should have disappeared: