Unit4 Enterprise Resource Planning setup for Unit4 Advanced Virtual Agent (Ava)

About this guide

This implementation guide covers the setup required in Unit4 Enterprise Resource Planning (Unit4 ERP) in order to use the Unit4 Advanced Virtual Agent (Ava), and is aimed at implementation consultants (Professional services) and system administrator level staff who are responsible for configuring and maintaining a Unit4 ERP installation.

Steps overview

In order to complete full configuration for Unit4 Advanced Virtual Agent, make sure these steps are followed:

Disclaimer: If you are already using Wanda, you can skip the first and second steps as they will be automatically done to ensure a smooth transition.

• Unit4 Identity Services (U4IDS) must be enabled for the customer. This step can be done by anybody with access to Community4U:
  1. Check if U4IDS is enabled.
  2. If U4IDS is not enabled, request it via Community4U.
• Request Unit4 Advanced Virtual Agent (Ava) through Community4U Service Catalog. This can also be done by anybody with access to Community4U.
• If you are using the PIM (Produrement Invoice Management) service or any other service that uses the Team Discussion functionality: accept Unit4 Ava apps permissions. If not, this step is not needed. This step needs to be performed by someone with administration permissinos in the Microsoft Teams organization.
• If you are interested in another functionality (such as Tasks Assistance), someone with administrator permissions within the ERP environment needs to do the following:
  • Assign access rights for the relevant users as listed in ERPx access set up overview for ERPx and listed in ERP CR access setup overview for ERP CR.
  • Perform the corresponding set up for the functionality of interest.
• Install the Ava app in the end user's Microsoft Teams account. This can be done by each user individually or someone with administration permissions in the Microsoft Teams organization can install it for a group of employees (or all employees). To make the installation process smoother, we recommend the second option. Go to End user set up for further details on how to do it.

If an issue appears during any of these steps, raise a ticket with Unit4, registering the issue in Support4U.

General considerations

• Ava is delivered as a cloud service with continuous non-breaking releases, which means that it will get smarter and learn new skills on a regular basis.
• Customers must agree to the overall Unit4 privacy policies for Ava as outlined in Unit4 Privacy Statement relating to cloud-based services and Platform services, as well as the Terms & Conditions for Microsoft Services such as the Microsoft Language Understanding Service and Microsoft Bot Connector.

Ava usage scenarios

Supported scenarios

The Unit4 Advanced Virtual Agent (Ava) cloud service can be used in the following scenarios:

• Managed cloud, where the Unit4 ERP application and required Unit4 Platform services are hosted and managed in the cloud by Unit4 Cloud Operations.

Required Unit4 Platform services

The following Unit4 Platform services are required:

• Unit4 Identity Services (U4IDS) - to provide authentication and identity mapping. U4IDS is a multi-tenant Federation Gateway using the OpenID protocol.
• Unit4 Message Hub - to provide message handling / management for notifications.