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Installing Vendor Management
This content applies solely to Vendor Management, which must be purchased separately from the Appian base platform. This content was written for Appian 23.2 and may not reflect the interfaces or functionality of other Appian versions.

Introduction

Installing Vendor Management (VM) consists of five main steps:

  1. Download the software package.
  2. Deploy VM plug-ins to the Appian environment.
  3. Create the database objects in the business data source.
  4. Import the VM application into the Appian environment.
  5. Install Portals.
  6. Set up integrations

Before starting the installation process, review the System Requirements to make sure all minimum requirements are met.

System requirements

Note:  Instructions below are tailored for MariaDB or Oracle databases. For use with other databases, the SQL scripts used in Step 3 will need to be modified.

Step 1: Download software package

To install VM, you'll need to download the software package that contains the following files you'll use in the remaining set up steps.

  • scripts/1.VendorManagementv1.4.0.sql: SQL script for creating the database objects needed for the VM application.
  • VendorManagementv1.4.0.zip: Application package to import into Appian.
  • VendorManagementv1.4.0.properties: Import customization file for configuring the application package.

To download the software package:

  1. Go to the SUPPORT tab on My Appian.
  2. Click the DOWNLOADS tab.
  3. Click SOLUTIONS.
  4. Find and open Vendor Management V23.2.1.4.
  5. In Downloads, click the Vendor Management Installer link.
  6. Click PROCEED to agree to the License Agreement.
  7. Choose your Relational Database Management System.
  8. Click Continue.
  9. Click Vendor Management Installer v23.2.1.4 to download the ZIP file.
  10. Unzip VendorManagementv1.4.0.zip to access the software installation files.

Step 2: Deploy plug-ins

For the VM application to work, you must deploy the Appian Solutions Plug-In, Similarity, Content Tools, OpenAI, Regular Expression Functions,HTML to PDF, Log a Message, and Rich Text Editor Component plug-ins. The steps for deploying plug-ins are different for an Appian Cloud or self-managed environment. Be sure to note which set of deployment steps you need for your environment.

Appian Cloud environments

To deploy the plug-ins for an Appian Cloud environment:

  1. In the target environment, log in as the deployment user.
  2. Navigate to the Admin Console.
  3. On the left side of the console, click Plug-ins.
  4. Click ADD PLUG-INS.
  5. Search for each plugin.
  6. Click DEPLOY.

Self-Managed Environments

To deploy the plug-ins for a self-managed environment:

Step 3: Create database objects

To create the structure for the database tables, views, and other objects that are a part of the VM application, you will need to run a DDL script in your database.

To create the database objects:

  • In your database, run the VendorManagementv1.4.0.sql DDL file that was downloaded in Step 1.

Step 4: Import the application

The next step needed is to install the VM application by importing the application files into the target environment.

To import the application:

  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 VendorManagementv1.4.0.zip file that was downloaded in Step 1.
  5. Select Include related import customization file.
  6. Click UPLOAD. Select the VendorManagementv1.4.0.properties file that was downloaded in Step 1.
  7. Click INSPECT.
  8. Review the inspection results. If there are no issues, click IMPORT PACKAGE.
    • NOTE: The portal will not be published on import because there is no service account configured. This is by design, and is to prevent an import from failing due to the account not existing. This will be resolved in the next step, after import. If there are no issues, click IMPORT PACKAGE.
    • NOTE: The import may time out due to file size, but import will continue in the background.

Note:  If the business database is not called Appian, a warning will occur when importing the data stores. To fix this, after the import is complete, open each data store object and update the Data Source dropdown list.

Step 5: Install Portals

Once you have finished installing the Vendor Management solution, you can install portals.

To install portals for VM:

  1. Create a new API key. Copy the API key and save it securely for future reference.

    portals_api_key.png

  2. Create a new service account and name it vmportals.

    portals_service_account.png

  3. Add the service account to the AS VM Portals Service Account group.
  4. Update the AS VM CS Portals Connected System.
    • Base URL: site url + /suite/webapi/. Example: https://examplesite.appiancloud.com/suite/webapi/.
    • API Key Value: API key saved above.
  5. Open the AS_VM_Portal Portal Object in Designer.
  6. Configure and Publish the Portal. Refer to the Portal Object documentation for assistance.
    • If reCAPTCHA is needed, see Setting up Google reCAPTCHA.
    • If reCAPTCHA is not needed, AS_VM_TOGGLE_VENDOR_PORTAL_RECAPTCHA_ENABLED should be set to FALSE.
    • The service account should be set to the one created in Step 2.

Step 6: Set up integrations

Vendor Management comes with integrations with OpenAI, sam.GOV, and Award Management. View the following pages to configure each integration in your environment.

Installing Vendor Management

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