Unit4 Enterprise Resource Planning setup for Unit4 Advanced Virtual Assistant (Ava)
About this guide
This implementation guide covers the setup required in Unit4 Enterprise Resource Planning (Unit4 ERP) for use of the Unit4 Advanced Virtual Assistant ("Ava"), and is aimed at implementation consultants and system administrator level staff who are responsible for configuring and maintaining a Unit4 ERP installation.
System requirements
- Unit4 Identity Services (U4IDS) registered and configured in the cloud for the customer by Unit4 Cloud Operations
- Customer (tenant) must be configured in the Unit4 Discovery Service
- Unit4 Message Hub registered and configured for the customer in the cloud for the customer by Unit4 Cloud Operations
- End users must have a user account on Microsoft Teams provided by their organisation.
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 People 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 Assistant (Ava) cloud service can be used in the following scenarios:
- Managed cloud, where the Unit4 ERP application and required Unit4 People Platform services are hosted and managed in the cloud by Unit4 Cloud Operations.
Required Unit4 People 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
Ava implementation steps
The required setup for Unit4 ERP to use Ava consists of:
- Ordering and registration of the Unit4 Advanced Virtual Assistant (Ava) with the Unit4 Cloud for the customer's Unit4 ERP installation. Ordering of Ava and the selected virtual assistant skills is done by the customer via their Unit4 account manager, and Ava registration and setup in the Unit4 Cloud is done by Unit4 Cloud ops. Refer to Unit4 Ava ordering and registration for details.
- Registration / setup of the Unit4 People Platform cloud services required by Ava, such as Unit4 Identity services (U4IDS).
- For Unit4 ERP installations running as a Unit4 cloud service, this entire setup including the required Unit4 ERP setup is done by the Unit4 Cloud Operations team.
- Functional setup of the Unit4 ERP installation to support the business functionality required by Ava for the Advanced Virtual Assistant skills. This is done by implementation consultants and the customer. Refer to the Functional setup section which describes the necessary setup for each Ava skill.