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Installing Public Self-Registration

Introduction

The Public Self-Registration module ships as a separate module supported on Case Management Studio. Once installation and setup are complete, this module allows public users to create their own user account from the public portal, and then log in to the My Cases site to view and follow up on the cases they have created.

This guide outlines the steps for downloading and installing the Public Self-Registration module before incorporating it with your Appian Case Management Studio Base application. The steps include:

  1. Download the software package.
  2. Create database objects.
  3. Import the application.

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

Prerequisites

Before installing the Public Self-Registration module, you must install and incorporate the following modules with the Case Management Studio Base application:

System requirements

This section details the minimum requirements your system must meet to run the Public Self-Registration module.

  • Appian version 24.2 or greater.
  • An Appian Cloud environment with the premium platform tier.
  • A supported version of MariaDB as a business data source.
  • A supported web browser.
  • Imported Case Management Studio Base application version 1.4 or higher, which includes the following application containers:
    • CMGT Case Management Studio Base (CMGT)
    • CMGT Studio Module (CMGT_WFL)
    • CMGT Studio Generated Objects (CMGT)

Step 1: Download the software package

The first step in installing the Public Self-Registration module is to download the software package that contains the following files, which you will use in the remaining set-up steps.

  • 01.SelfRegistrationModulev1.0.0.sql
  • SelfRegistrationModulev1.0.0.zip
  • SelfRegistrationModulev1.0.0.properties

To download the software package:

  1. In My Appian, navigate to the Support tab.
  2. Click DOWNLOADS > SOLUTIONS.
  3. In the grid, find and click Case Management Studio.
  4. Under Downloads, click Public Self-Registration and agree to the License Agreement.
  5. Click Public Self-Registration to download the ZIP file.
  6. Unzip SelfRegistrationModulev1.0.0.zip to access the installation files.

Step 2: Create database objects

To create the structure for the database tables, views, and other objects that are a part of the Public Self-Registration module in your MariaDB business database, you need to import and run the the 01.SelfRegistrationModulev1.0.0.sql DDL script downloaded in Step 1.

Step 3: Import the application

Next, you need to import the application 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 application SelfRegistrationModulev1.0.0.zip file that was downloaded in Step 1.
  5. Click the Include related import customization file checkbox.
  6. Click UPLOAD and select the SelfRegistrationModulev1.0.0.properties properties file downloaded in Step 1..
  7. Click INSPECT to ensure that there will be no complications on import.
  8. Click IMPORT.
  9. Review the import results to verify the following CMGT Add-On - Self Registration (CMGT_SELF) application container was imported.

Next steps

Now that you have installed the Public Self-Registration module, follow the steps in Setting Up Public Self-Registration to start using this functionality with Case Management Studio.

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