Introduction

Installing Procurement Analytics (PA) consists of five main steps:

1. Downloading the software package.
2. Deploying PA plug-ins to the Appian environment.
3. Creating the database objects in the business data source.
4. Importing the PA application into the Appian environment.

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

System requirements

• Appian version 23.3 for PA 1.1.
• Award Management 1.6.0
• A supported version of a MariaDB or Oracle database as a business data source.
  • Note: If you are not using a compatible version of MariaDB or Oracle, you will need to upgrade to a compatible version before installing PA 1.1.
• A supported web browser.

Step 1: Downloading software package

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

• 01.ProcurementAnalyticsv1.1.0.sql: SQL script for creating the database objects needed for the PA application.
• ProcurementAnalyticsv1.1.0.zip: Application package to import into Appian.

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 Procurement Analytics V1.1.0.
5. In Downloads, click the Download Procurement Analytics link.
6. Click PROCEED to agree to the License Agreement.
7. Click Download Procurement Analytics v1.1.0 to download the ZIP file.
8. Unzip ProcurementAnalyticsv1.1.0.zip to access the software installation files.

Step 2: Deploying plug-ins

You must deploy the Appian Solutions and Content Tools plug-ins for the PA solution to work. The steps for deploying plug-ins differ for an Appian Cloud or self-managed environment. Be sure to note which 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 and click Appian Solutions.
6. Click DEPLOY.
7. Search for and click Content Tools.
8. Click DEPLOY.

Self-Managed Environments

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

• Find the necessary plug-ins on the AppMarket.
• Follow the Deploying Plug-ins instructions to deploy.

Step 3: Creating database objects

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

To create the database objects:

• In your database, run the ProcurementAnalyticsv1.1.0.sql DDL file downloaded in Step 1.

• Note: This DDL file is optimized for MariaDB or Oracle databases. If you are using a different type of database, the DDL file may need to be modified.

Step 4: Importing the application

The next step needed is installing the PA 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 ProcurementAnalyticsv1.1.0.zip file downloaded in Step 1.
5. Click INSPECT.
6. Review the inspection results. If there are no issues, click IMPORT PACKAGE.
   • NOTE: The import may time out due to file size, but the import will continue in the background.