Getting started

Here you can read about the requirements and what you need to do before logging in to Monitor BI for the first time. In the side menu to the right you can also read about the main menu and the user settings.

Preparations and requirements

1. You need to have Monitor ERP version 24.5 or higher installed.

2. Read our guide Preparation for installation of Monitor BI Server.

3. Read our guide Installation of Monitor BI Server.

4. Install Monitor BI.

5. Before logging in to Monitor BI for the first time:

   • The Monitor ERP user need to have the role ERP-manager or System administrator.

   • The Monitor ERP user need to have a password assigned.

   • The Monitor ERP user need to have license type Complete or Daily management.

6. To start the BI client, open your web browser and enter the IP address of your selected BI server.

7. Once logged in, an administrator in Monitor BI can grant other Monitor ERP users access to Monitor BI, see the section Permission levels for more information.