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 (Professional services) and system administrator level staff who are responsible for configuring and maintaining a Unit4 ERP installation.
Steps overview
In order to complete an Unit4 Advanced Virtual Assistant full configuration, make sure these steps are followed:
Disclaimer: if you are already using Wanda, you can skip first and second steps as they will be automatically done to ensure a smooth transition.
- Unit4 Identity Services (U4IDS) is enabled for the customer Ava wants to be configured. This step can be done by anybody with access to Community4U:
- Check if U4IDS is enabled.
- If U4IDS is not enabled, request it via Community4U.
- Request Unit4 Advanced Virtual Assistant (Ava) through Community4U LINK. This can also be done by anybody with access to Community4U.
- In case that you are using PIM (Produrement Invoice Management) service or any other that uses the Team Discussion Assistant: accept Unit4 Ava apps permissions. If not, this step is not needed. This step needs to be performed by someone with administration permissinos in Microsoft Teams Organization.
- In case you are interested in other assistant functionality (e.g.: Tasks Assistant), someone with administrator permissions within ERP environment needs to do the following.
- Assign access rights for the relevant users as listed in ERPx access set up overview for ERPx.
- Perform the corresponding set up for the assistants of interest.
- Install Ava app in the end user Microsoft Teams account. This can be done by each user individually or someone with administration permissions in Microsoft Teams Organization can install it for a group of (or all) employees. Go to End user set up for further details on how to do it. To make the installation process smoother we Unit4 recommend the second option.
If any issue appears in any of the step, rise a ticket to Unit4 registering an 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 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 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