Configure AVEVA Unified Supply Chain

The Profile Wizard opens automatically when you start AVEVA Unified Supply Chain for the first time. Profiles are named sets of configuration settings for running AVEVA Unified Supply Chain. You need at least one default profile.

1. Choose a Profile Name

   

   Edit the name of the profile if desired. Select the Use CONNECT check box if you are going to use your CONNECT account to connect to server resources. Contact your local AVEVA Unified Supply Chain administrator if unsure.

   Note: When using CONNECT for authentication, the https://signin.connect.aveva.com/ address must be accessible from your enterprise network.

2. Configure the Local Database

   

   In this step of the wizard you configure the SQL Server database used by AVEVA Unified Supply Chain to store its data. The database can be hosted locally on the computer to which AVEVA Unified Supply Chain is connected, or on another server on your local network. Consult your IT administrators to determine the preferred method of using database servers in your local IT environment.

   In the Connection pane you configure the connection to the database server. Whenever you change a setting, AVEVA Unified Supply Chain attempts to connect and displays the result.

   In the Server field enter the server name and instance of the database engine used by AVEVA Unified Supply Chain. This should be of the form server name \ database instance (for example, .\sql2016, mycomputer\sqlexpress or networkserver\sql2016).

   The SQL Provider to use is set to Auto by default. This option lets AVEVA Unified Supply Chain select the most efficient provider. You should not have to change this option unless instructed to do so.

   The Authentication can be Integrated, using your Microsoft Windows credential, or you can click the plus icon to add a different user name and password. Click the downward arrow icon in the Authentication field to show a list of the credentials you have defined and switch between them.

   In the Database pane you select which database to use. When installing AVEVA Unified Supply Chain for the first time you need to create a new database by selecting the Create new option. Edit the database name if desired.

3. Configure the Server Connection

   

   In the DataLayer pane you configure the connection to the DataLayer server used for synchronization by AVEVA Unified Supply Chain.

   Select the Connect to DataLayer server check box to enable the connection. Enter the server address in the Server URL field. The Authentication can be Integrated, using your Microsoft Windows credential, or you can click the plus icon to add a different user name and password. Click the downward arrow icon in the Authentication field to show a list of the credentials you have defined and switch between them.

   Note: If you selected the Use CONNECT check box in the first step of the wizard, the Authentication option is automatically set to CONNECT and cannot be modified.

   Click the Test button to check whether the connection is successful with the current settings.

   In the CrudeSync pane you configure the connection to the CrudeSync server. The fields to configure are the same as for the DataLayer server.

   Tip: Depending on your organization’s security settings, the DataLayer and CrudeSync URLs can be blocked by web traffic filtering applications such as ZScaler. This can stop AVEVA Unified Supply Chain from connecting to the DataLayer and CrudeSync servers. Ensure that the DataLayer and CrudeSync URLs are allowed by your web traffic filtering application on your device.

4. Configure the Calculation Hub

   

   If there is a Calculation Hub configured at your site, you can enter the details in this step, so that you can later select it when optimizing your cases. You can define more than one Calculation Hub.

   Depending on how the installer has been configured, there may already be one or more Calculation Hubs defined for you in this step.

5. Configure the Shared Memory Server Connection

   

   In this step you configure the connection between AVEVA Unified Supply Chain and Microsoft Excel. This is used by the Excel Add-In to share data between Excel and AVEVA Unified Supply Chain. For more information, see Overview > Excel Add-In in the AVEVA Unified Supply Chain help.

   Select the Run Server check box to enable Excel integration. In the Server name field, enter a name matching the server name entered in the Excel configuration. The server name is case sensitive.

   If the Global shared memory space check box is selected, the shared memory space is created globally within the operating system and is available to all users. Any user or application can access this memory.

   In the Additional user text box you can enter a list of additional users who can access the shared memory space. This list can have multiple users separated by semi-colons. Enter the user names in the form domain\username (for example, overlook\sking; overlook\jdoe; overlook\asmithee).

6. Configure the Staging Server Connection

   

   In this step you can configure the connection to a staging server, in order to reconcile your refinery schedule with actual measurements. For more information on the scheduling reconciliation environment, see Schedule > Integrate with External Data > Reconcile the Schedule with Plant Data in the AVEVA Unified Supply Chain help.

   1. Enter the name of the URL of the staging server in the Server URL field. It is not necessary to include /send.ashx in the URL, and it is ignored if included.

   2. Configure the Authentication as Integrated, using your Microsoft Windows credential, or click the plus icon to add a different user name and password. Click the downward arrow icon in the Authentication field to show a list of the credentials you have defined and switch between them.

      Note: If you selected the Use CONNECT check box in the first step of the wizard, the Authentication option is automatically set to CONNECT and cannot be modified.

   3. Click the Test button to check whether the connection is successful with the current settings.

   4. If necessary, change the Timeout interval. A longer interval may be necessary if you have an unreliable network connection, and want to allow for more time before a connection attempt times out.

      The timeout interval must be greater than zero. The default value is 300 seconds.

7. Review and Finish

   

   Review your settings in the Summary step and click Finish to close the wizard and start AVEVA Unified Supply Chain with the new profile.