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Installing End-User Reporting

This content applies solely to Connected Underwriting Life, which must be purchased separately from the Appian base platform. This content was written for Appian 23.4 and may not reflect the interfaces or functionality of other Appian versions.

Introduction

Installing the End-User Reporting Add-On module with your Connected Underwriting Life Workbench solution consists of two steps:

Before starting the installation process, review the System Prerequisites to ensure all minimum requirements are met.

System Prerequisites

  • Appian platform version 23.3 or greater.
  • A supported version of MariaDB as a business data source.
    • Note: Instructions below are for MariaDB databases for use with other databases, the SQL script.
  • A supported web browser.
  • Imported Connected Underwriting Life Workbench base application.

Step 1: Import the application

To import the application files:

  1. In the target environment, log in as the deployment user.
  2. Navigate to the Appian Designer.
  3. Click IMPORT.
  4. Click UPLOAD and choose the application zip file.
  5. Click INSPECT to ensure that there will be no complications on import.
    • Note: if the End-User Reporting Add-On module was installed in your environment prior to installing the module to your Connected Underwriting Life Workbench solution, there may be some conflicts with any objects modified in the Solutions End-User Reporting application. Objects specific to the Connected Underwriting Life Workbench solution's End-User Reporting Add-On should be imported to override the existing versions of those objects in the environment.
  6. Click IMPORT.
    • Note: The import may time out due to file size, but import will continue in the background.
  7. Review the import results.
  8. Save your changes.

Step 2: Incorporation with CU Life

Follow these optional steps to incorporate the End-User Reporting Add-On to your Connected Underwriting Life Workbench** base application.

Add Reports site page to the CU Life Site

cul_eur_home_page

  1. In the target environment, log in.
  2. Navigate to the Appian Designer.
  3. Navigate to Insurance Life Underwriting (ISL) application.
  4. Navigate to the ISL_Site_Case_Work site object.
  5. Add a new site page titled Reports and set SEUR_HomeWrapper as the interface.
    • Note: You can set visibility to Always Show.
  6. Save the site.

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