Configuration

This page covers how to connect Tachapps to your production data sources and configure platform-level settings.

Data Source Connections

Tachapps supports multiple data source types. Connections are configured by your Tachyus implementation engineer or a platform administrator.

Supported Data Sources

Type	Description
SQL Server	Direct connection to SQL Server or Azure SQL databases
ODBC	Generic ODBC driver support for historian and ERP systems
PI / OSIsoft	Native adapter for AVEVA PI System (PI AF, PI DA)
CSV / Excel	Manual file uploads for batch data ingestion
REST API Push	Webhook endpoint for custom integrations

Configuring a Connection

NOTE

Only users with the Admin role can manage data source connections.

1. Navigate to Settings → Data Sources
2. Click Add Connection
3. Select the connection type
4. Fill in the required fields (host, port, credentials)
5. Click Test Connection to validate
6. Click Save

{
  "type": "sqlserver",
  "host": "db.internal.corp",
  "port": 1433,
  "database": "production_data",
  "username": "tachapps_reader",
  "schema": "dbo"
}

User Management

Roles

Role	Permissions
Admin	Full access — manage users, data sources, and system settings
Editor	Create and edit dashboards, run forecasts, manage surfaces
Viewer	Read-only access to dashboards and maps

Inviting Users

1. Go to Settings → Users
2. Click Invite User
3. Enter the user's email address
4. Assign a role
5. Click Send Invite

The user will receive an email with a sign-in link and temporary password.

Project Settings

Each project has individual configuration options accessible via Project → Settings:

General

• Project Name — Display name shown in navigation
• Description — Short summary of the asset
• Time Zone — Used for timestamp display across all charts
• Default Date Range — Pre-selected date window on new dashboards

Units

Configure the unit system per project:

Category	Metric	Imperial
Liquid rate	m³/d	bbl/d
Gas rate	Sm³/d	Mscf/d
Pressure	kPa	psi
Temperature	°C	°F
Depth	m	ft

Environment Variables (Self-Hosted)

If you are running a self-hosted Tachapps instance, the following environment variables control platform behavior:

TACHAPPS_BASE_URL=https://your-domain.com
TACHAPPS_DB_URL=postgresql://user:pass@host:5432/tachapps
TACHAPPS_SECRET_KEY=<random-256-bit-key>
TACHAPPS_STORAGE_BUCKET=s3://your-bucket/tachapps
TACHAPPS_AUTH_PROVIDER=local   # or 'azure-ad' | 'okta'

Next Steps

• Projects & Wells →
• Aurion →