Activate or create a System
- Mischa Imbiscuso
Overview
The Portal provides several functionally to configure and run applications provided by DATA UNIT.
Applications like:
Integration Framework
Integration Gateway
Mobile Logistics
Approval Page
Scan & Attach
To configure this Application the Partner or Support must create a Customer and its System.
This manual will explain, how to create those Objects.
Prerequisites
To create a Customer or a System the Partner or Support must have a Login to the Portal. If the Partner or Customer doesn’t have a Login, fill out the registration form on the DATA UNIT Homepage. The form can be found here: https://www.dataunit.ch/license-registration/
Create a Customer
To create a customer, Login to the Portal.
Navigate to Customer in the Menu and click on “Add Customer”
Fill out the required fields and press the save button at the right corner.
Field Name | Description | Required |
|---|---|---|
Name | Provide a Customer Name. Only alpha-numeric, - and _ chars are allowed. | Yes |
Phone | Provide the main phone number of the new customer. | No |
Provide the main, technical E-Mail of the new customer. It should be the Mail of a user, which has some technical knowledge. Do not use mails like, info, mail or no-reply. | Yes |
If the Customer will not using a Identity Provider (IDP) like Azure AD or other Providers, select the Checkbox, create users in Keycloak. All DATA UNIT Applications, such as Mobile Logistics or Approval does use the Keycloak Service as Identity Provider. If this checkbox is created, it will create users directly in the Keycloak as well. This setting can be changed later in the System.
After the Customer is created, the Partner and the Customer should receive an E-Mail. After the first Login on the Portal, the Password must be changed.
Create a System
Now, navigate to the Systems and press the button “Add System”.
Fill out the the required Fields.
Field Name | Description | Required |
|---|---|---|
Name | Provide a System Name. Always provide name, which explains to another user, for what the system stands for. Something like CustomerName ProdSystem1 → DataUnit HANA-Prod01 | Yes |
Customer | Select the Customer, for which the system should be created | Yes |
Identity | Provides a technical identity name. This field will be set automatically and cannot be changed. | Yes |
Hardware key | If available, provide the Hardware key from the SAP Business One System. It will be necessary for the Pay Anything Plugin. | No |
Now the System is ready to use. You can download the Deployment Agent on the right top corner.
Follow the instruction on the Deployment Agent Page if you want to use our Integration Framework or Applications like Mobile Logistics.