Introduction

The Case Comments Summary module ships as a separate module supported on Case Management Studio. Once installation and setup are complete, this module uses AI to generate a summary of case comments, allowing case workers to quickly read a summary of case comments, so that they don’t have to read every single comment to understand what has happened in the case.

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

1. Downloading the software package.
2. Creating database objects.
3. Importing the application.

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

System requirements

This section details the minimum requirements your system must meet to run the Case Comments Summary module.

• Appian version 24.3 or greater.
• An Appian Cloud environment with the advanced or premium platform tiers.
• A supported version of MariaDB as a business data source.
• A supported web browser.
• Imported Case Management Studio Base application version 1.5 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: Downloading the software package

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

• 01.CaseCommentsSummaryv1.0.0.sql
• CaseCommentsSummaryv1.0.0.zip

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 Case Comments Summary and agree to the License Agreement.
5. Click Case Comments Summary to download the ZIP file.
6. Unzip CaseCommentsSummaryv1.0.0.zip to access the installation files.

Step 2: Creating database objects

To create the structure for the database tables, views, and other objects that are a part of the Case Comments Summary module in your MariaDB business database, you need to run the 01.CaseCommentsSummaryv1.0.0.sql DDL script downloaded in Step 1.

Step 3: Importing 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 CaseCommentsSummaryv1.0.0.zip file that was downloaded in Step 1.
5. Click INSPECT to ensure that there will be no complications on import.
6. Click IMPORT.
7. Review the import results to verify the following CMGT Add-On - Case Comments Summary (CMGT_CT_AI) application container was imported.

Next steps

Now that you have installed the Case Comments Summary module, follow the steps in Setting Up Case Comments Summary to start using this functionality with Case Management Studio.