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UNIFY requirements

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UNIFY Anforderungen

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UNIFY requirements

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Firebird link now points to the Firebird 5 guide

UNIFY Anforderungen

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UNIFY Bedienungsanleitung

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UNIFY Anforderungen

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UNIFY

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Main Page

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UNIFY(en)

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Die Seite wurde neu angelegt: „de:UNIFY '''Your entire shipping process under control.''' Heidler UNIFY brings all functions together in one place: shipping, measuring, calculating and…“

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[[de:UNIFY]]

'''Your entire shipping process under control.''' Heidler UNIFY brings all functions together in one place: shipping, measuring, calculating and tracking.

The browser-based logistics platform consolidates the data of all your locations in a single interface. Access is through the browser; nothing needs to be installed on the workstations. Reports and views can be stored per user, per location or across the whole organisation.

 

*[[UNIFY requirements|Requirements]] What has to be in place before the installation: server, ports, firewall rules and certificate.  
*[[UNIFY user manual|User manual]] Description of the web interface: screens, filters, tables and administration.

UNIFY user manual

Odelice — Wed, 16 Sep 2026 11:27:42 GMT

Die Seite wurde neu angelegt: „de:UNIFY Bedienungsanleitung This manual describes how to use the web interface of Heidler UNIFY. UNIFY brings the shipping data of all connected location…“

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[[de:UNIFY Bedienungsanleitung]]

This manual describes how to use the web interface of Heidler UNIFY. UNIFY brings the shipping data of all connected locations together in one place. You search, filter and evaluate shipments without having to sign in to the individual HVS32.

The prerequisites for installation and operation are listed on the page [[UNIFY requirements]].

 

= '''Signing in''' =

UNIFY is called up in a browser:

https://<servername>/sm/ui/

No additional program is required. Google Chrome, Microsoft Edge and Mozilla Firefox are supported in a current version.

[[File:UNIFY login.png|thumb|none|800px|Sign-in screen]]

== '''First sign-in''' ==

You receive your user name and initial password from your location administrator or from HSC support. The initial password is shown only once and is not stored. On your first sign-in UNIFY asks you to set a password of your own.

== '''Forgotten password''' ==

UNIFY does not send e-mails. A forgotten password is reset by your location administrator in the [[#User Administration|User Administration]].

== '''Signing out''' ==

The circle with your initials in the top right corner contains the entry '''Logout'''.

 

= '''Structure of the interface''' =

[[File:UNIFY interface layout.png|thumb|none|800px|Structure of the interface: side menu on the left, header at the top, working area in the middle]]

== '''Header''' ==

{| class="wikitable"
! Element !! Meaning
|-
| '''Location selector''' || Determines which location's data is shown. Only locations you are authorised for are offered. Suspended locations are marked.
|-
| '''Initials (circle)''' || Opens the personal menu with '''Toggle Dark Mode''', '''Language''' and '''Logout'''
|}

'''Dark mode''' and '''language''' (German/English) apply to you personally. Dark mode is stored in the browser of the respective workstation. When signing in on another computer, the light appearance is active again.

== '''Side menu''' ==

The program areas are listed on the left. Clicking an area expands the screens it contains.

{| class="wikitable"
! Area !! Screen !! Content
|-
| rowspan="1" | '''Deliveries''' || [[#Administration|Administration]] || central research across all shipments and parcels
|-
| rowspan="2" | '''Dispatch Data''' || [[#Output Lists|Output Lists]] || log of the output lists created
|-
| [[#Carrier Files|Carrier Files]] || log of the files handed over to the carriers
|-
| rowspan="2" | '''Tracking''' || [[#Live Tracking|Live Tracking]] || current shipment status at the carrier
|-
| [[#Tracking statistics|Statistics]] || evaluation of delivery times and delays
|-
| rowspan="3" | '''Setup''' || [[#User Administration|User Administration]] || create and maintain users (administrators only)
|-
| [[#Location administration|Location administration]] || clients of the locations (administrators only)
|-
| [[#Connections|Connections]] || credentials for the DataGatewayServer (administrators only)
|}

Which areas you see depends on your role. The screens under '''Setup''' only appear with the corresponding permission.

 

= '''Administration''' =

''Deliveries → Administration''

Administration is the central screen. It shows the parcels of the selected location in a table and offers quick search, filters and evaluations above it.

[[File:UNIFY administration overview.png|thumb|none|800px|Administration screen with key figures, quick search and table]]

== '''Key figures for the filter result''' ==

'''Total Entries''' and '''Total Weight''' are shown above the table, the number per status below the table on the right:

{| class="wikitable"
! Key figure !! Meaning
|-
| '''Total Entries''' || number of matches
|-
| '''Total Weight''' || sum of the weights of all matches
|-
| '''Approved''' / '''Approved (Today)''' || parcels released for collection
|-
| '''EDI File Created''' || parcels for which a carrier file has already been created
|-
| '''Canceled''' || cancelled parcels
|}

Clicking a status counter restricts the table to that status.

== '''Quick search''' ==

By default the search field above the table searches tracking no., parcel ID, delivery note no., customer no. and consignee.

The '''Search Parameters''' symbol next to the search field lets you define which fields the quick search covers. If nothing is selected, all of the fields listed are searched. Restricting it to a single field, the tracking no. for example, speeds up the search on large data sets.

[[File:UNIFY administration search parameters.png|thumb|none|800px|Selecting the fields for the quick search]]

 

= '''Filter''' =

The '''Filter''' button opens a panel on the right containing all filter options. The filter applies to the whole table and to the key figures.

[[File:UNIFY administration filter.png|thumb|none|800px|Filter panel of the Administration screen]]

== '''Filter fields''' ==

{| class="wikitable"
! Section !! Fields
|-
| '''Information''' || Delivery number, Customer number, Tracking number, Parcel ID, Client, Carrier, Carrier type, Status
|-
| '''Address''' || Destination name, Customer name, Destination country, Destination zip code
|-
| '''Content''' || Contains dangerous goods, Contains articles
|}

For text fields the drop-down next to them determines how the search works:

{| class="wikitable"
! Option !! Effect
|-
| '''Partial word''' || the text entered has to occur somewhere in the field (default)
|-
| '''Exact''' || the field has to match the text entered exactly
|}

For numeric fields '''Greater than''', '''Equal''' and '''Less than''' are available.

== '''Period''' ==

The period filter refers either to the '''Shipping date''' or to the '''Print date'''. For the period itself there are three modes:

{| class="wikitable"
! Mode !! Description !! Example
|-
| '''Fixed date range''' || You enter ''From'' and ''To'' as specific dates. If both are left empty, no time restriction applies („All time“). || 01.03.2026 – 31.03.2026
|-
| '''Last X days''' || rolling period that moves along each day. Direction (''Last''/''Next'') and number are adjustable. || Last 30 days
|-
| '''Calendar period''' || rolling period along calendar boundaries, made up of unit (day/week/month) and reference (current/previous/next). || Last month
|}

The default is „Last 30 days“. The two rolling modes are intended above all for saved filters: a filter „Last 7 days“ still returns the last seven days months later, whereas a fixed date range would return a period long past. Below the setting, '''Results in today''' shows which concrete period the rule currently produces.

== '''Advanced Filter Information''' ==

If the standard fields are not sufficient, open the '''Advanced''' section. There you build additional conditions row by row:

# select a field from the drop-down
# select the search option (''Partial word''/''Exact'' or ''Greater''/''Equal''/''Less'')
# enter a value

'''Add''' inserts further rows. All rows apply together. A shipment has to meet every condition.

[[File:UNIFY administration filter advanced.png|thumb|none|800px|Advanced Filter Information]]

== '''Sum results''' ==

With the '''Sum results''' option UNIFY combines the parcels of a shipment instead of listing every parcel individually.

== '''Applying and resetting the filter''' ==

* '''Apply''' applies the filter and closes the panel.
* '''Reset filter fields''' clears the entries without closing the panel.
* '''Reset filters''' above the table restores the initial state.

 

= '''Saving filters''' =

Filters you need regularly can be stored permanently and called up again with a single click.

== '''Creating a filter''' ==

# set up the filter as required
# at the bottom of the filter panel define the '''Filter Scope''' – the '''visibility''' and, if required, the '''Default''' flag (see below)
# in the dot menu next to ''Clear Fields'' choose the entry '''Save Filter'''
# assign a '''Filter name'''
# confirm with '''Save Filter'''

Under '''Filter information''' the save screen shows once more what is being stored – the period and the underlying date field, for example.

[[File:UNIFY administration save filter.png|thumb|none|800px|Saving a filter with name, scope and default flag]]

== '''Scope''' ==

The scope determines who can see the filter:

{| class="wikitable"
! Scope !! Visible to !! Typical use
|-
| '''Only for me''' || your own account only || personal working filters
|-
| '''For this location''' || all users of the currently selected location || filters the whole team of a location needs
|-
| '''For the whole organization''' || all users across all locations || company-wide standard evaluations
|}

Which scopes are offered depends on your role. Location and organisation filters require the corresponding administrator permissions. Filters you are not allowed to change are shown without the edit and delete symbols.

== '''Default filter''' ==

A filter marked as '''Default''' is applied automatically when the Administration screen is opened. If there are several default filters, the following order applies:

# your own filter (''Only for me'')
# location filter
# organisation filter

A personal default filter therefore takes precedence over a setting made by the location or the organisation.

== '''Using saved filters''' ==

The '''Saved Filters''' list is located above the table. A click applies the filter. The dot menu on an entry gives you '''Edit filter''' and '''Delete filter'''.

== '''Passing filters on''' ==

'''Export Filter''' stores the current filter as a file, '''Import Filter''' reads it back in. This is how filters can be passed on to colleagues at other locations or sent to support when a problem has to be reproduced.

 

= '''Adjusting the table''' =

The table can be adapted to your way of working in terms of column selection, order and width.

== '''Sorting''' ==

Clicking a column heading sorts in ascending or descending order.

== '''Column configuration''' ==

The '''Configuration''' button opens the column configuration on the right.

[[File:UNIFY administration column configuration.png|thumb|none|800px|Column configuration: visibility, order, freezing and details preselection]]

{| class="wikitable"
! Control !! Effect
|-
| '''Search field''' || filters the list of columns by column name – helpful given the large number of available columns
|-
| '''Checkbox''' in front of the name || shows or hides the column in the table
|-
| '''Handle''' (grip symbol on the left) || moves the column to another position by dragging; the order in the list corresponds to the order in the table
|-
| '''Fixed''' || freezes the column at the left edge so that it stays in place when scrolling horizontally. Fixed columns automatically move to the front when the settings are applied
|-
| '''Details''' || determines whether the field is preselected in the [[#Details dialog|Details dialog]]. This column exists in the Administration screen only
|}

'''Apply''' activates the settings and stores them for your user account. They are therefore available again after signing out and at another workstation.

The column configuration is stored '''separately per screen''': Administration, Output Lists, Carrier Files and Live Tracking each have their own setting, even though they use the same controls.

'''Note:''' The column configuration applies to your own account only. Unlike filters, a location-wide or organisation-wide column default is not provided. If a team is to work with a uniform view, set up a saved filter with the scope ''For this location'' instead.

== '''Entries per page''' ==

Below the table you set how many rows are shown per page (default 15). This is also where you page through the result pages.

 

= '''Working with rows''' =

== '''Pinning''' ==

The pin symbol pins a shipment to the top of the table. Pinned shipments stay at the top regardless of filter and sorting, for instance to follow a case throughout the day. '''Only Pinned Items''' hides all remaining rows. The number of shipments that can be pinned at the same time is limited; the interface reports when the limit is reached.

== '''Context menu''' ==

Right-clicking a row offers to copy individual values: '''Copy tracking no.''', '''Copy delivery note no.''', '''Copy parcel ID'''.

== '''Details dialog''' ==

Clicking the details symbol opens all fields of the shipment.

[[File:UNIFY administration details.png|thumb|none|800px|Details dialog of a shipment]]

{| class="wikitable"
! Control !! Effect
|-
| '''Search field''' || searches the fields shown for a column name
|-
| '''Hide Empty Fields''' || hides fields without content
|-
| '''Show Only Differences''' || with several rows selected: shows only the fields in which the shipments differ
|}

Which fields are shown initially is controlled by the '''Details''' column in the [[#Column configuration|column configuration]].

If you select several rows and then open the details, the dialog places the values side by side in columns. This allows two shipments to be compared directly – with '''Show Only Differences''' only the deviating fields remain.

[[File:UNIFY administration details comparison.png|thumb|none|800px|Two shipments compared]]

== '''Dangerous goods and articles''' ==

If a shipment contains dangerous goods or article data, this is marked in the table. Both are opened from the action bar: select a row, then choose '''Dangerous Goods''' or '''Articles'''.

* '''Dangerous Goods''' – UN number, HVS ID, description (German/English) and quantities
* '''Articles''' – EAN, BTN, customer article number and description

[[File:UNIFY administration dangerous goods.png|thumb|none|800px|Dangerous goods data of a shipment]]

[[File:UNIFY administration articles.png|thumb|none|800px|Article data of a shipment]]

 

= '''Actions on a parcel''' =

If you select one or more rows using the checkboxes, the action bar appears below the table. The number of selected rows is displayed.

{| class="wikitable"
! Action !! Effect
|-
| '''Print label''' / '''Reprint''' || triggers the label printing in the HVS32 of the location
|-
| '''Cancel''' || cancels the parcel
|-
| '''Lock''' / '''Unlock''' || locks the parcel against further processing or releases the lock
|-
| '''Release''' || releases the parcel
|-
| '''Online Track''' || opens the shipment tracking at the carrier
|-
| '''Erase Personal Data''' || anonymises the personal data of the shipment
|}

[[File:UNIFY administration actions.png|thumb|none|800px|Action bar with rows selected]]

'''These actions have two prerequisites:''' a configured DGS connection for the location (see [[#Connections|Connections]]) and the DGS permission for your user account. The '''DGS''' column in the [[#User Administration|User Administration]] shows whether your account has that permission.

If either is missing, the buttons remain visible but are disabled and state the reason: if the permission is missing, a note to contact your administrator; if the connection is missing, a reference to ''Setup → Connections'' – the latter only if you are allowed to enter that connection yourself.

'''Shipment context:''' If the selected parcels belong to shipments that contain further parcels, UNIFY asks whether those should be included as well. This avoids cancelling or reprinting only part of a multi-parcel shipment.

 

= '''Exporting data''' =

'''Export CSV''' and '''Export XLSX''' output the current filter result as a file. What is exported is the filter result with the columns in the selection and order you have configured.

With a large number of matches the creation can take a moment; UNIFY points this out and downloads the file as soon as it is ready.

 

= '''Dispatch Data''' =

== '''Output Lists''' ==

''Dispatch Data → Output Lists''

Log of the output lists created, with date, carrier and the number of parcels contained. The list makes it possible to trace which shipments were part of which daily closing.

[[File:UNIFY output lists.png|thumb|none|800px|Output Lists screen]]

Filter, quick search and column configuration work as in the [[#Administration|Administration]] screen.

== '''Carrier Files''' ==

''Dispatch Data → Carrier Files''

Log of the files handed over to the carriers: when which file was created and transferred, and what status the transfer has. The screen serves to clarify matters when a carrier reports not having received any data.

[[File:UNIFY carrier files.png|thumb|none|800px|Carrier Files screen]]

 

= '''Tracking''' =

== '''Live Tracking''' ==

''Tracking → Live Tracking''

Shows the current status of the shipments at the carrier.

[[File:UNIFY live tracking.png|thumb|none|800px|Live Tracking screen]]

{| class="wikitable"
! Status !! Meaning
|-
| '''Created''' || shipment created, not yet with the carrier
|-
| '''Handed Over''' || handed over to the carrier
|-
| '''In Transit''' || out for delivery
|-
| '''Delivered''' || with the consignee
|-
| '''Delayed''' || estimated delivery time exceeded
|-
| '''Error''' || error at the carrier or in the transfer
|}

In addition to the usual filters, '''Filter by delays''' is available – either all delays or from a certain duration onwards (1 day to 2 weeks). The period refers either to the '''status history''' or to the '''estimated delivery time'''.

The details symbol in the row opens the '''Order details'''. They contain the current status, the complete '''shipment history''' with a timestamp for each step, as well as consignee, consignor and the shipment data. If the history is collapsed, '''Show more''' reveals the earlier steps.

[[File:UNIFY live tracking order details.png|thumb|none|800px|Order details with shipment history]]

== '''Tracking statistics''' ==

''Tracking → Statistics''

Here you compose your own evaluations. The page is empty to begin with; '''+ Add new statistic''' creates a card, and while doing so you choose:

{| class="wikitable"
! Setting !! Choice
|-
| '''Performance metric''' || Number of shipments, Number of errors, Average delivery duration, Number of delays
|-
| '''Chart type''' || doughnut/pie chart, bar chart, line chart, summary
|-
| '''Group by''' || carrier, dispatch types or clients
|-
| '''Selection''' || which carriers, dispatch types or clients are included
|}

The cards can be rearranged by drag and drop. Every card has a '''filter''' of its own and can be edited or removed through the dot menu.

[[File:UNIFY tracking statistics.png|thumb|none|800px|Tracking statistics screen]]

 

= '''Setup''' =

The following screens are available to users with administrator permissions only.

== '''User Administration''' ==

''Setup → User Administration''

Here you create and maintain the users of your locations. Only users of the locations you are responsible for are displayed.

[[File:UNIFY user administration.png|thumb|none|800px|User Administration screen]]

=== '''Roles''' ===

{| class="wikitable"
! Role !! Permissions
|-
| '''User''' || administration screen and evaluations within the assigned clients
|-
| '''Location administrator''' || in addition, user administration of their own location
|-
| '''Organization administrator''' || in addition, administration across locations
|}

You can only assign roles below your own: a location administrator creates users, an organization administrator additionally creates location administrators.

=== '''Creating a user''' ===

# choose '''Create user'''
# enter first name, last name, user name and e-mail
# select the '''role'''
# assign '''clients''' – at least one is required; the clients of the location are available
# save

UNIFY generates an '''initial password'''. It is shown only once and is not stored. Copy it and pass it on to the user. It has to be changed at the first sign-in.

=== '''Assigning an existing user''' ===

If an employee works at several locations, no second account is created. Assign the existing account to your location as well, using '''Add user'''. The user keeps their previous locations and their role.

=== '''Further actions''' ===

{| class="wikitable"
! Action !! Effect
|-
| '''Reset password''' || generates a new initial password
|-
| '''Block''' / '''Unblock''' || blocks the account or releases the block after too many failed sign-in attempts
|-
| '''Sign out''' || ends all open sessions of the user
|-
| '''Remove from location''' || removes the user's assignment to this location
|}

The status of an account is shown in the table: '''Active''', '''Blocked''' or '''First login pending'''.

== '''Location administration''' ==

''Setup → Location administration''

Here you maintain the '''clients''' of your locations. The locations themselves are created by HSC during the setup.

[[File:UNIFY tenant administration.png|thumb|none|800px|Location administration screen]]

=== '''Maintaining clients''' ===

For each location the clients are kept with a '''client number''' (digits only) and a '''name'''. The clients control which data a user is allowed to see: in the [[#User Administration|User Administration]] every user is assigned the clients whose shipments they are to see.

Clients can be added at any time. When a new client is set up, enter it here and then assign it to the users concerned.

The search field filters the list by identifier, name or client.

== '''Connections''' ==

''Setup → Connections''

Here the credentials for the DataGatewayServer are kept – one row per location. They are a prerequisite for the [[#Actions on a parcel|actions on a parcel]].

[[File:UNIFY connections.png|thumb|none|800px|Connections screen]]

{| class="wikitable"
! Field !! Note
|-
| '''Applies to''' || multiple selection possible. Every selected location receives a row of its own with the same values. Useful when several locations use the same server
|-
| '''Scheme''' / '''Host''' / '''Port''' || host as computer name or IP only – without <code>http://</code> and without a port. The port is the REST port of the DGS (default '''9035''', see [[UNIFY requirements]])
|-
| '''Client ID''' / '''Client secret''' || credentials. An empty secret means ''unchanged'' when saving; for a location without an existing secret the entry is mandatory
|-
| '''Label printer''' / '''List printer''' || leaving this empty means: HVS32 prints where the record says it should. If an output channel is entered here, it is used for the reprint (max. 30 characters)
|}

'''Test''' checks the connection before you save it. The host of the DataGatewayServer changes when a server is moved – this screen is where you adjust it.

 

= '''What is stored where?''' =

{| class="wikitable"
! Setting !! Applies to !! Persists
|-
| '''Column configuration''' (per screen) || yourself only || yes, with the user account – at other workstations as well
|-
| '''Saved filters''' || depending on the scope: you, the location or the organisation || yes, with the user account or the location
|-
| '''Dark mode''' || yourself only || in the browser of this workstation only
|-
| '''Language''' || yourself only || in the browser of this workstation only
|-
| '''Pinned shipments''' || yourself only || yes, with the user account
|-
| '''Current filter, sorting, page''' || yourself only || for the current session only
|}

 

Further information on installation and operation: [[UNIFY requirements]]

UNIFY requirements

Odelice — Wed, 16 Sep 2026 11:27:36 GMT

Die Seite wurde neu angelegt: „de:UNIFY Anforderungen Heidler UNIFY is the browser-based logistics platform that brings your shipping data together in one place, across all locations. T…“

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[[de:UNIFY Anforderungen]]

Heidler UNIFY is the browser-based logistics platform that brings your shipping data together in one place, across all locations. The data is transferred from your existing HVS32 installations to UNIFY by the Sync Manager. UNIFY itself is installed on a server you provide and is accessed from the workstations exclusively through a browser.

This page is addressed to your IT department. It describes what has to be in place '''before''' the installation: software versions, server, ports, firewall rules and the certificate.

 

= '''Required software versions''' =

The list below is a '''general guideline''' and is intended to let you recognise in advance whether any updates are required on your side. If one of your components is below the version stated, please request the update from our support team in good time before the installation appointment.

{| class="wikitable"
! Component !! Minimum version !! Note
|-
| HVS32 || 7.118.1 || shipping system at every location that supplies data to UNIFY
|-
| Firebird || 5 || database engine of HVS32. See also [[Upgrade Firebird Datenbank-Engine]]
|-
| Sync Manager || 1.0.0 || transfers the shipping data from HVS32 to UNIFY
|-
| UNIFY || 1.0.0 || the web interface itself
|-
| DataGatewayServer (DGS) || 3.9.8 || only required if actions on a parcel are triggered from within UNIFY (e.g. reprint label, cancel, online tracking)
|-
| Database archiving || 4.8.0 || only if archiving is in use
|}

 

= '''Server for UNIFY''' =

UNIFY is installed with '''one''' setup on '''one''' Windows server. The setup registers five Windows services:

{| class="wikitable"
! Service !! Role
|-
| <code>HSC-UNIFY-Web</code> || web server (nginx) – serves the interface and is the only entry point from outside
|-
| <code>HSC-UNIFY-Service</code> || application service (administration screen, management)
|-
| <code>HSC-UNIFY-Import</code> || receives the data from the Sync Manager
|-
| <code>HSC-UNIFY-Auth</code> || sign-in and tokens
|-
| <code>HSC-UNIFY-Postgres</code> || database
|}

'''Everything needed is included in the setup''' – Java runtime, database, sign-in service and web server are part of the installation medium. No software is installed afterwards, and no internet connection is needed during the installation.

== '''Operating system and permissions''' ==

We support Windows Server versions that are still under support from Microsoft. Operating systems whose support period has expired no longer receive security updates and are neither tested nor supported by us. At present this means '''Windows Server 2019 and newer'''.

{| class="wikitable"
! Item !! Requirement
|-
| Operating system || Microsoft Windows Server, '''64-bit''', version 2019 or newer – see the note above
|-
| Permissions || The setup has to be run '''as administrator''' – it registers services and creates a scheduled task
|-
| Virus scanner || Exclude the installation directory from real-time scanning. If the virus scanner locks database files, services fail without any apparent connection
|}

Running UNIFY on a virtual machine is possible and common. Please make sure the VM can easily be scaled later and is not placed on a host whose disk performance is already saturated by other VMs.

== '''Sizing''' ==

The following values are guidelines. The requirement depends on the '''amount of data''', not on the number of users.

{| class="wikitable"
! Item !! Minimum !! Recommended
|-
| Processor || 4 cores || 4 cores
|-
| Memory || 8 GB || 16 GB
|-
| Free disk space || 20 GB (SSD) || 50 GB and more, depending on the retention period
|-
| Network connection || 100 Mbit/s || 1,000 Mbit/s
|}

Together the services occupy around 6 GB of memory (database cache, the two application services, the sign-in service and Windows itself). With less memory the server falls back on the paging file, which is clearly noticeable in the interface.

For disk space, apart from the installation itself (around 2 GB), what counts is the growth of the database and of the <code>Backup\</code> folder: every backup is stored there in full, and the last ten are kept.

'''These values apply to UNIFY alone.''' If further applications run on the same server – the DataGatewayServer, for example – their requirements have to be added. The guideline values for the other HSC applications are listed on the page [[System requirements]].

== '''Further prerequisites''' ==

* '''Port 443 should be free.''' UNIFY is delivered on port 443 by default. If an IIS or another web server is already running on that port, please let us know before the installation so that our support team can configure a different port. What to keep in mind is described under [[#Non-standard web port|Non-standard web port]].
* '''The system time has to be correct.''' Signing in works with tokens whose validity is checked to the second. A server whose clock is off by minutes will sign users out again. We recommend time synchronisation against a domain controller or an NTP server.
* '''The server name has to be resolvable on the network''' – and it has to be the same name under which users will later call up UNIFY. It goes into the certificate and into the issuer field of the tokens. Changing it afterwards means: new certificate and a restart of the services.

 

= '''Default ports''' =

The values listed are defaults and can be changed during the installation. Before installing, the setup checks whether the ports are free on the server and reports anything already in use or configured twice.

== '''UNIFY''' ==

{| class="wikitable"
! Service !! Port !! Protocol !! Bound to !! Reachable from outside
|-
| Web (nginx) || '''443''' || HTTPS || all addresses || '''yes – the only entry point'''
|-
| Application service || 9080 || HTTP || <code>127.0.0.1</code> || no
|-
| Application service, management || 9090 || HTTP || <code>127.0.0.1</code> || no
|-
| Import service || 9081 || HTTP || <code>127.0.0.1</code> || no
|-
| Import service, management || 9091 || HTTP || <code>127.0.0.1</code> || no
|-
| Sign-in service || 9082 || HTTP || <code>127.0.0.1</code> || no
|-
| Database (PostgreSQL) || 9432 || TCP || <code>localhost</code> || no
|}

The six internal ports listen '''on the loopback address only'''. They cannot be addressed from the network, even without a firewall rule. Everything coming from outside goes through the web server on port 443.

== '''Non-standard web port''' ==

If port 443 is already in use on the server, UNIFY is configured on a different port during the installation. Please report this to support in advance so the value can be set right away. Changing it later is possible, but it entails the same adjustments.

With a non-standard web port, please note:

* '''The port belongs in the address.''' The interface is then called up at <code>https://<servername>:<port>/sm/ui/</code>. Shortcuts, bookmarks and links from other applications have to include the port.
* '''The firewall rule applies to that port''', not to 443.

The remaining ports (9080, 9081, 9082, 9090, 9091, 9432) can be changed as well, should they already be in use on the server. Please report that in advance too.

== '''DataGatewayServer (DGS)''' ==

The DataGatewayServer is required if actions on a parcel are triggered from within UNIFY (print label, cancel, lock, online tracking). It can run on the HVS32 server – or on the same server as UNIFY.

{| class="wikitable"
! Component !! Port !! Scope !! Purpose
|-
| DGS – REST server || '''9035''' || internal (LAN) || interface through which UNIFY triggers actions
|-
| DGS – HVS client || 9034 || internal (LAN) || connection to HVS32
|}

 

= '''Firewall rules''' =

'''The setup does not create any firewall rules.''' You set these up yourself. Until that is done, UNIFY can only be called up on the server itself; from the workstations the browser runs into a timeout without any error message.

== '''To be set up''' ==

{| class="wikitable"
! Direction !! Port !! Source !! Purpose
|-
| inbound || TCP '''443''' (or the chosen web port) || workstation networks || access to the web interface
|-
| inbound || TCP '''443''' || machines running the Sync Manager || data transfer to UNIFY
|-
| outbound (HVS32 server) || TCP 443 || Sync Manager → UNIFY server || the same connection in the opposite direction
|}

No further rules are required:

* '''No rule for 9080, 9081, 9082, 9090, 9091 and 9432.''' These ports are only reachable through the loopback address and do not belong on the network.
* '''No outbound rule for the UNIFY server to the internet.''' UNIFY does not call any service on the internet by itself.

== '''What is commonly overlooked''' ==

* '''The server has to be able to reach itself under its own name.''' The application and import services validate every token against their own sign-in service and fetch its keys via <code>https://<servername>/…</code>, that is, through the regular path via the web server. If the name does not resolve on the server itself, or if the local firewall blocks the server's connection to itself, '''every''' request is answered with HTTP 401 even though the credentials are correct.

 

= '''Certificate / HTTPS''' =

UNIFY is accessed over HTTPS only. There are two options for the certificate. The decision should be made '''before''' the installation, because the server name goes into the certificate.

== '''Option 1: UNIFY creates its own certificate''' ==

The setup creates a self-signed certificate (valid for 10 years, RSA 2048) carrying the server name, the computer name, the FQDN, <code>localhost</code> and the local IPv4 addresses as ''Subject Alternative Name''.

For test operation and purely internal use this is sufficient. The users' browsers do not know the issuer, however, and will show a warning on every visit. For permanent operation we recommend option 2.

== '''Option 2: You provide your own certificate''' ==

Two files in PEM format are required:

{| class="wikitable"
! File !! Content
|-
| <code>server.crt</code> || the certificate – '''your own first''', followed by the intermediate certificates of the CA
|-
| <code>server.key</code> || the matching private key, '''without a passphrase'''
|}

Requirements for the certificate:

* '''The name under which users call up UNIFY has to be entered as a ''Subject Alternative Name'' (SAN).''' A name in the <code>CN</code> field alone is not sufficient, as browsers and Java no longer evaluate that field. If both the short name '''and''' the FQDN are used, both belong in the SAN.
* Issued by a CA the workstations trust. With an internal CA this means: its root certificate has been distributed to the clients, usually by group policy.
* RSA with 2048 bits or more, or ECDSA.
* The private key has to be '''exportable'''. A certificate that resides in the Windows certificate store and cannot be extracted from there is not usable; in that case a new certificate is requested on the server.
* The key must '''not carry a passphrase'''. Otherwise the web server waits for an entry on startup and does not come up.

'''The private key does not leave your server.''' You place both files yourself and then run the supplied script <code>setup\zertifikat-uebernehmen.cmd</code> as administrator. HSC needs neither the key nor a password.

== '''Renewal''' ==

Renewing the certificate is up to you. After '''every''' replacement, <code>setup\zertifikat-uebernehmen.cmd</code> has to be run again: the script adds the new certificate to the trust stores of the internal services and restarts them. If this step is forgotten, the application answers with HTTP 401 without the browser showing a certificate error.

 

= '''Workstations''' =

No software is installed on the workstations. UNIFY runs entirely in the browser.

* A current browser in a maintained version: Google Chrome, Microsoft Edge or Mozilla Firefox.
* The server name has to be resolvable from the workstation and the web port has to be reachable.
* With a certificate from an internal CA: its root certificate has to be in the workstations' trust store so that no certificate warning appears.
* Recommended screen resolution: 1920 × 1080 or higher. The interface works with wide tables.

 

= '''Backup''' =

The backup is your responsibility. '''The setup does not create a backup schedule or a scheduled backup task.''' Only one backup is created automatically: the installer creates one before every update.

What has to be backed up is '''the entire installation directory''', not just the database. It also holds the encrypted credentials and the certificates. A database dump on its own cannot be put back into operation without them.

 

= '''Test and production system''' =

'''A test system does not require a second UNIFY installation.''' The test and the production system can share the same UNIFY. The test system is set up as a location of its own with its own TenantId and supplies its data like any other location. In the interface you use the location selector in the header to choose which data is shown.

The two data sets stay separate without a further server having to be provided, maintained and backed up.

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@@ Zeile 16: / Zeile 16: @@
 | HVS32 || 7.118.1 || Versandsystem an jedem Standort, der Daten an UNIFY liefert
 |-
-| Firebird || 5 || Datenbank-Engine des HVS32. Siehe auch [[HVS32 Update mit Firebird 5 Update]]
+| Firebird || 5 || Datenbank-Engine des HVS32.
 |-
 | Sync-Manager || 1.0.0 || überträgt die Versanddaten aus HVS32 an UNIFY

@@ Zeile 16: / Zeile 16: @@
 | HVS32 || 7.118.1 || Versandsystem an jedem Standort, der Daten an UNIFY liefert
 |-
-| Firebird || 5 || Datenbank-Engine des HVS32. Siehe auch [[Upgrade Firebird Datenbank-Engine]]
+| Firebird || 5 || Datenbank-Engine des HVS32. Siehe auch [[HVS32 Update mit Firebird 5 Update]]
 |-
 | Sync-Manager || 1.0.0 || überträgt die Versanddaten aus HVS32 an UNIFY

← Nächstältere Version		Version vom 16. September 2026, 11:29 Uhr
Zeile 1:		Zeile 1:
		+	[[en:UNIFY user manual]]
		+
	Diese Anleitung beschreibt die Bedienung der Weboberfläche von Heidler UNIFY. UNIFY führt die Versanddaten aller angebundenen Standorte an einer Stelle zusammen. Sie suchen, filtern und werten Sendungen aus, ohne sich am jeweiligen HVS32 anmelden zu müssen.		Diese Anleitung beschreibt die Bedienung der Weboberfläche von Heidler UNIFY. UNIFY führt die Versanddaten aller angebundenen Standorte an einer Stelle zusammen. Sie suchen, filtern und werten Sendungen aus, ohne sich am jeweiligen HVS32 anmelden zu müssen.

← Nächstältere Version		Version vom 16. September 2026, 11:29 Uhr
Zeile 1:		Zeile 1:
		+	[[en:UNIFY requirements]]
		+
	Heidler UNIFY ist die browserbasierte Logistikplattform, die Ihre Versanddaten standortübergreifend an einer Stelle zusammenführt. Die Daten werden von den vorhandenen HVS32-Installationen über den Sync-Manager an UNIFY übertragen. UNIFY selbst wird auf einem von Ihnen bereitgestellten Server installiert und von den Arbeitsplätzen ausschließlich im Browser aufgerufen.		Heidler UNIFY ist die browserbasierte Logistikplattform, die Ihre Versanddaten standortübergreifend an einer Stelle zusammenführt. Die Daten werden von den vorhandenen HVS32-Installationen über den Sync-Manager an UNIFY übertragen. UNIFY selbst wird auf einem von Ihnen bereitgestellten Server installiert und von den Arbeitsplätzen ausschließlich im Browser aufgerufen.

← Nächstältere Version		Version vom 16. September 2026, 11:28 Uhr
Zeile 1:		Zeile 1:
		+	[[en:UNIFY(en)]]
		+
	'''Den gesamten Versandprozess im Griff.''' Heidler UNIFY bündelt alle Funktionen an einem Ort: Versenden, Vermessen, Berechnen und Tracken.		'''Den gesamten Versandprozess im Griff.''' Heidler UNIFY bündelt alle Funktionen an einem Ort: Versenden, Vermessen, Berechnen und Tracken.

@@ Zeile 16: / Zeile 16: @@
 | HVS32 || 7.118.1 || shipping system at every location that supplies data to UNIFY
 |-
-| Firebird || 5 || database engine of HVS32. See also [[HVS32 Update with Firebird 5 Update ENG|HVS32 Update with Firebird 5 Update]]
+| Firebird || 5 || database engine of HVS32
 |-
 | Sync Manager || 1.0.0 || transfers the shipping data from HVS32 to UNIFY

@@ Zeile 4: / Zeile 4: @@
 |-
 | rowspan="2" style="vertical-align:top" | [[Datei:ProduktboxHVS32.png|alternativtext=Produktbox HVS32|link=HVS32]]
 | style="width: 40%" |
 <span style="font-size:x-large">[[HVS32(en)|HVS32]]</span>
 | style="width: 10%" | &nbsp;
 | rowspan="2" style="vertical-align:top" | [[Datei:Produktbox HFMS.png|alternativtext=Produktbox HFMS|link=HFMS]]
 | style="width: 40%" |
 <span style="font-size:x-large">[[HFMS(en)|HFMS]]</span>
 |- style="vertical-align:top"
 | HVS32 is a powerful software suite that faciliates easy handling of the growing complexities in the shipping industry.
 Simply scan the barcode of a shipment order, weigh the parcel and a label following the guidelines of the carrier will immediately be printed.
 | &nbsp;
@@ Zeile 21: / Zeile 21: @@
 | &nbsp;
 |-
-| rowspan="2" style="vertical-align:top" | [[Datei:Citizen cle720.png|alternativtext=Citizen cle720|link=Technik]]
+| rowspan="2" style="vertical-align:top; padding-top:40px" | [[Datei:ProduktboxUNIFY.png|alternativtext=UNIFY|150px|link=UNIFY(en)]]
-−
+|
-<span style="font-size:x-large">[[hardware|Hardware]]</span>
+<span style="font-size:x-large">[[UNIFY(en)|UNIFY]]</span>
 | &nbsp;
 | rowspan="2" style="vertical-align:top" | [[Datei:Palletcube®.png|alternativtext=|239x239px|link=Volumenerfassung]]
-−
+|
 <span style="font-size:x-large">[[Volume measurement|Volume measurement]]</span>
 |- style="vertical-align:top"
-| By offering hardware and consumables used in shipping we offer you a one-stop solution for all your shipping needs.
+| Heidler UNIFY brings the entire shipping process together in one place: shipping, measuring, calculating and tracking. The browser-based logistics platform consolidates the data of all your locations in a single interface and is available from every workstation without installing anything. Reports and views can be stored per user, per location or across the whole organisation.
 | &nbsp;
 | The volume measurement system allows an optimal usage of packaging, storage locations and transport vehicles.<BR/>
 Depending on your needs articles, parcels or even individual parts can be measured.
 <br/>
 <br/>
 Additionally the volume measurement system also allows weighing, picture documentation, mobile use and a direct connection of these systems to the HVS32 shipping software.
 |}

@@ Zeile 190: / Zeile 190: @@
 # Filter wie gewünscht einstellen
-# Im Filterbereich '''Filter speichern''' wählen
+# Im Filterbereich unten '''Filter-Geltungsbereich''' festlegen – die '''Sichtbarkeit''' und bei Bedarf das Kennzeichen '''Standard''' (siehe unten)
 # '''Filtername''' vergeben
-# '''Filter-Geltungsbereich''' wählen (siehe unten)
+# Mit '''Filter speichern''' bestätigen
-# Bei Bedarf '''Standard''' setzen
-# Speichern
+Die Speichern-Maske zeigt unter '''Filterinformationen''' noch einmal, was gespeichert wird – etwa den Zeitraum und das zugrunde liegende Datumsfeld.
 [[File:UNIFY Auskunft Filter speichern.png|thumb|none|800px|Filter speichern mit Name, Geltungsbereich und Standard-Kennzeichen]]
@@ Zeile 301: / Zeile 302: @@
 Welche Felder zunächst angezeigt werden, steuern Sie über die Spalte '''Details''' in der [[#Spaltenkonfiguration|Spaltenkonfiguration]].
 == '''Gefahrgut und Artikel''' ==
@@ Zeile 405: / Zeile 410: @@
 Zusätzlich zu den üblichen Filtern steht '''Nach Verspätungen filtern''' zur Verfügung – wahlweise alle Verzögerungen oder ab einer bestimmten Dauer (1 Tag bis 2 Wochen). Der Zeitraum bezieht sich wahlweise auf den '''Statusverlauf''' oder auf die '''voraussichtliche Lieferzeit'''.
-Über '''Bestelldetails''' öffnen Sie zu einer Sendung den vollständigen Sendungsverlauf mit Absender, Empfänger und Tracking-Link.
+Über das Details-Symbol in der Zeile öffnen Sie die '''Bestelldetails'''. Dort stehen der aktuelle Status, der vollständige '''Sendungsverlauf''' mit Zeitpunkt je Schritt sowie Empfänger, Absender und die Sendungsdaten. Ist der Verlauf eingeklappt, zeigt '''Mehr anzeigen''' die älteren Schritte.
 == '''Tracking-Statistiken''' ==
@@ Zeile 411: / Zeile 418: @@
 ''Tracking → Statistiken''
-Wertet die Tracking-Daten über einen wählbaren Zeitraum aus – etwa Lieferzeiten und Verspätungen je Frachtführer oder Auftraggeber.
+Hier stellen Sie sich eigene Auswertungen zusammen. Die Seite ist zunächst leer; über '''+ Neue Statistik hinzufügen''' legen Sie eine Karte an und wählen dabei:
 [[File:UNIFY Tracking-Statistiken.png|thumb|none|800px|Maske Tracking-Statistiken]]
@@ Zeile 530: / Zeile 551: @@
 | '''Aktueller Filter, Sortierung, Seite''' || nur Sie selbst || nur für die laufende Sitzung
 |}
 &nbsp;
 Weiterführende Informationen zu Installation und Betrieb: [[UNIFY Anforderungen]]