Preparing to Use Optimize

Before anyone can begin using the Optimize functionality, an administrator needs to configure at least one Cloud Service Provider (CSP) integration. See the following content in Virtana Platform Administration:

Configuring an AWS Integration

Configuring an Azure Integration

Any administrator can invite other users to the Optimize organization for your company. Invited users receive an email invitation with a link to Optimize. See Logging in to Virtana Platform in the Virtana Platform Administration guide.

Ensure you are running Optimize on a supported browser: Chrome, Firefox, or Microsoft Edge.

After logging in to Optimize, you can access your Profile to select which page in Optimize you want to be your default landing page when you log in. See Managing Your Profile and User Settings in the Virtana Platform Administration guide.

It can be useful to review some of the terminology and concepts specific to Optimize before you start to run reports.