By default, the Report Builder application comes with a separate reporting site that allow users to configure and create their own reports from records and data in the application. The following instructions are recommended steps for incorporating the Report Builder module with the Case Management Base Application.
This guide walks you through the steps for downloading and installing the Report Builder module before incorporating it with Case Management Studio, including:
This section details the minimum requirements your system must meet to run the Report Builder module.
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
Note that you may have already downloaded and partially installed Report Builder when you installed Case Management Studio. If so, skip to step 4.
To download the software package:
ReportBuilderv2.0.0.zip
to access the installation files.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.
To deploy the plug-ins for an Appian Cloud environment:
Appian Solutions Plugin
.Appian Regular Expression Functions
Content Tools
Date and Time Utilities
Text Cache
Zip File Utilities
To deploy the plug-ins for a self-managed environment:
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:
01.ReportBuilderv2.0.0.sql
file downloaded in Step 1.Next, you need to import the application into the target environment.
To import the application:
ReportBuilderv2.0.0.zip
file that was downloaded in Step 1.properties
file that was downloaded in Step 1.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:
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 |
Now that you have installed the Report Builder module, follow the steps in Setting Up the Report Builder to set up Report Builder with Case Management Studio.
Installing Report Builder