Brightmetrics VAR Install Guide for RingCentral

First, we'll go through Account Creation. It all starts on your VAR Portal page:

1. Navigate there by clicking on the icon in the sidebar. You’ll see a list of your existing customers.

2. To add a new customer, click the plus icon in the upper right.
    
   
   
   
   
3. In the pop-up page, enter the Customer Details. Click NEXT. 
   1. First User Info - this will be the first customer user.  The user will be added with the Admin role in Brightmetrics.
   2. VAR Support Account - this will add your centralized support account as an Admin on the customer's Brightmetrics account.  Note: As a best practice, Brightmetrics recommends always checking this box.
      
      
      
      
4. Select RingCentral as the platform you're deploying:
   
   
   
   
5. Select the following, and click NEXT.
   • a. Subscription Term: Yearly or Monthly
   • b. Annual Renewal Date: This field is for your own tracking and is what used to be shown as "Maintenance Renewal Date."
   • c. Check the box next to UC Analytics.
   • d. Check the box next to Real Time Analytics.
   • e. Select the number of Real Time dashboards the customer needs.
     
     
     
     
6. In the popup, click Next to begin the RingCentral installation.  Please note that you must be an Admin on the customer's RingCentral account in order to complete the next steps.  Not an Admin? Click Setup Later and the process can be finished by the customer within their Data Source page.
   
    
   
   You'll see a popup for diagnostics to begin running:
   
   
   
   
7. Once diagnostics are done, you'll see the message to authenticate.  Click on AUTHENTICATE:
   
   
   
   
   Upon clicking the authenticate button, you will be redirected to the RingCentral login page.  If you are not redirected, please make sure there are no pop-up blockers preventing you from proceeding.
   
   
8. Enter your RingCentral credentials (reminder you need to be an Admin) and click Sign In:
   
   
   
   
9. A popup asking you to grant Brightmetrics access to your data will appear.  Click Authorize:
   
   
   
   
10. You'll be directed back to Brightmetrics where you'll see the diagnostics process completing followed by a popup confirming all was set up correctly:
    
    
    
    

    You've completed the installation process and will be able to build dashboards and reports once the data upload completes.

     

    If you haven't already, we recommend scheduling a demo for your customer with one of our experts for a high-level walk-through to see what our dashboards and reports are capable of. You can schedule a demo here.  

1. Navigate to your VAR Portal by clicking on the icon in the sidebar. You’ll see a list of your existing customers.
2. Search for the customer in the Search box. 
   
   
   
   
3. Click on the three dots in the upper right corner of the customer you'd like to add RingCentral to and select Add Data Source.
   
   
   
   
4. Select RingCentral as the platform you're deploying:
   
   
   
   
5. Select the following, and click NEXT.
   • a. Subscription Term: Yearly or Monthly
   • b. Annual Renewal Date: This field is for your own tracking and is what used to be shown as "Maintenance Renewal Date."
   • c. Check the box next to UC Analytics.
   • d. Check the box next to Real Time Analytics.
   • e. Select the number of Real Time dashboards the customer needs.
     
     
     
     
6. In the popup, click Next to begin the RingCentral installation.  Please note that you must be an Admin on the customer's RingCentral account in order to complete the next steps.  Not an Admin? Click Setup Later and the process can be finished by the customer within their Data Source page.
   
    
   
   You'll see a popup for diagnostics to begin running:
   
   
   
   
7. Once diagnostics are done, you'll see the message to authenticate.  Click on AUTHENTICATE:
   
   
   
   
   Upon clicking the authenticate button, you will be redirected to the RingCentral login page.  If you are not redirected, please make sure there are no pop-up blockers preventing you from proceeding.
   
   
8. Enter your RingCentral credentials (reminder you need to be an Admin) and click Sign In:
   
   
   
   
9. A popup asking you to grant Brightmetrics access to your data will appear.  Click Authorize:
   
   
   
   
10. You'll be directed back to Brightmetrics where you'll see the diagnostics process completing followed by a popup confirming all was set up correctly:
    
    
    
    

    You've completed the installation process and will be able to build dashboards and reports once the data upload completes.

     

    If you haven't already, we recommend scheduling a demo for your customer with one of our experts for a high-level walk-through to see what our dashboards and reports are capable of. You can schedule a demo here.