IntroductionCopy link to clipboard
By default, the Report Builder module has a separate reporting site that allows users to configure and create their own reports from records and data in the environment.
This guide provides instructions for installing and integrating the Report Builder module with your Appian Case Management Studio Base application, including:
- Downloading the software package
- Deploying plug-ins
- Creating database objects
- Importing the application
- Configuring user groups and security
-
System prerequisites
Copy link to clipboard - Appian platform running version 23.4 or greater.
- A supported web browser.
- Imported Case Management Studio application.
Step 1: Downloading the software packageCopy link to clipboard
The first step in installing the Report Builder module is to download the software package that contains the following files. These files will be used in the remaining setup steps.
01.ReportBuilderv2.0.0.sql
ReportBuilderv2.0.0.zip
ReportBuilderv2.0.0.properties
To download the software package:
- In MyAppian, navigate to the Support tab.
- At the top of the page, select DOWNLOADS and then SOLUTIONS.
- In the grid, click Appian Case Management Studio.
- Under Downloads, click Report Builder and agree to the License Agreement.
- Click Report Builder v2.0.0 to download the ZIP file.
- Unzip
ReportBuilderv2.0.0.zip
to access the installation files.
Step 2: Deploying plug-insCopy link to clipboard
The steps for deploying plug-ins differ depending on whether you have an Appian Cloud or a self-managed environment. Before importing the Report Builder module files, you must deploy and configure the plug-ins required for your environment in the target system.
To download the necessary plug-ins and deploy them to your environments, follow the steps that match your environment setup.
Appian Cloud environmentsCopy link to clipboard
To deploy the plug-ins for an Appian Cloud environment:
- In the target environment, log in as the deployment user.
- Navigate to the Admin Console.
- On the left side of the console, click Plug-ins.
- Click ADD PLUG-INS.
- Search for and click
Appian Solutions Plugin
. - Click DEPLOY.
- Repeat the above steps for each of the following plug-ins:
Appian Regular Expression Functions
Content Tools
Date and Time Utilities
Text Cache
Zip File Utilities
Self-managed environmentsCopy link to clipboard
To deploy the plug-ins for a self-managed environment:
- Download the following plug-ins directly from the Appian AppMarket:
- Follow the Deploying Plug-ins instructions above to deploy the plug-ins.
Step 3: Creating database objectsCopy link to clipboard
To create the structure for the database tables, views, and other objects that are a part of the Report Builder module, you need to run a DDL script in your database.
To create the database objects:
- In your MariaDB business database, import and run the
01.ReportBuilderv2.0.0.sql
file downloaded in Step 1.
Step 4: Importing the applicationCopy link to clipboard
Next, you need to import the application into the target environment.
To import the application:
- In the target environment, log in as the deployment user.
- Navigate to the Appian Designer.
- Click IMPORT.
- Click UPLOAD and choose the application
ReportBuilderv2.0.0.zip
file that was downloaded in Step 1. - Click the Include related import customization file checkbox and click UPLOAD. Select the
properties
file that was downloaded in Step 1. - Click INSPECT to ensure that there will be no complications on import.
- Note: Inspection could take several minutes and may time out, but import will continue in the background.
- Click IMPORT.
- Note: The import may time out due to file size, but the import will continue in the background.
- Review the import results.
Step 5. Configuring user groups and securityCopy link to clipboard
There are four security groups in the Report Builder module. Complete the following steps to ensure Appian Case Management users can access and use the Report Builder module:
- In Appian Designer, go to the Report Builder application.
- Search for and select each Report Builder (SEUR) security group listed below to add the suggested Appian Case Management (CMGT) security group.
- Verify users can access Report Builder as expected.
SEUR Security Group | CMGT Security Group |
---|---|
SEUR Report Viewers | CMGT Case Worker |
SEUR Report Managers | CMGT Case Manager |
SEUR Reporting Group Managers | CMGT Case Manager |
SEUR Admin | CMGT Design Administrators |
Next stepsCopy link to clipboard
Now that you have installed the Report Builder module, follow the steps in Setting Up the Report Builder to set up Report Builder with CMS.