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RM Installing Procurement AI Copilot

This content applies solely to Requirements Management, which must be purchased separately from the Appian base platform. This content was written for Appian 24.2 and may not reflect the interfaces or functionality of other Appian versions.

Introduction

This page provides instructions for installing the Procurement AI Copilot and configuring the Azure OpenAI Integration.

Installing Procurement AI Copilot consists of six steps:

  1. Download the software package.
  2. Deploy Procurement AI Copilot plug-ins to the Appian environment.
  3. Create the database objects in the business data source.
  4. Import the Procurement AI Copilot application into the Appian environment.
  5. Configure The Procurement AI Copilot Application.
  6. Configure the Procurement AI Copilot settings.

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

System requirements

Step 1: Download software package

The first step in installing Procurement AI Copilot is to download the software package that contains the following files. These files will be used in the remaining set up steps.

  • scripts/01.AiCopilot1.2.0.sql: SQL script for creating the database objects needed for the RM application.
  • AiCopilot1.2.0.zip: Application package to import into Appian.
  • AiCopilot1.2.0.properties: Import customization file for configuring the application package.

To download the software package:

  1. In MyAppian, navigate to the Support tab.
  2. At the top of the page, select DOWNLOADS and then SOLUTIONS.
  3. In the grid, click Procurement AI Copilot v24.2.1.2.0.
  4. Under Downloads, click Procurement AI Copilot Components and agree to the License Agreement.
  5. Click Procurement AI Copilot Components to download the ZIP file.
  6. Unzip AiCopilot1.2.0.zip to access the installation files.

Step 2: Deploy plug-ins

Procurement AI Copilot relies on the following plug-ins to be deployed and configured in the target system before the application files can be imported.

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 and click Plug-ins.
  3. Click ADD PLUG-INS.
  4. Search for and click Appian Solutions.
  5. Click DEPLOY.
  6. Repeat the above steps, but search for and click:
    • Document Vector Database
    • AI Knowledge Assistant
    • Appian Connected Systems - GenAI Tool: Document Summarizer
    • Appian Solutions Plugin
    • Document Page Counter

Step 3: Create the database objects

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

To create the database objects:

  • In your database, run the AiCopilot1.2.0.sql DDL file that was downloaded in Step 1.

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

Step 4: Import the Application

The next step to install the Procurement AI Copilot application is to import 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 AiCopilot1.2.0.zip file that was downloaded in Step 1.
  5. Select Include related import customization file and click UPLOAD. Select the properties file that was downloaded in Step 1.
    • Note: If you have credentials for any of the integrations, you may include them in the properties file.
  6. Click INSPECT in order to ensure that there will be no complications on import.
    • Note: Inspection could take several minutes and may timeout, but import will continue in the background.
  7. Click IMPORT.
    • Note: The import may time out due to file size, but import will continue in the background.
  8. Review the import results.

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

Step 5: Configure The Application

After setting up your Azure OpenAI account, you will need to configure the application to use the API key and Resource Name.

  1. Register for a paid account with Azure OpenAI, if your organization does not already have one.
    • NOTE: If possible, you may want to start with a free account for your dev and test environments, but you will likely reach the request limit fairly quickly.
  2. Create an Appian user that has system administrator privileges.
  3. Login as a system administrator and create a password.
  4. Navigate to the Admin console and select Third-Party Credentials.
    • Click CREATE and complete form for Third Party Credentials.
    • Enter a Name in the Identity section.
    • Choose Vector Document Database for the plugin field.
    • Under Credentials, click Add Field and enter password as the Field Name.
    • Enter the password created in the previous step in the Value field.
    • In the Test Connection section, enter the true in the Expression field and click the TEST CONNECTION button.
    • Once a successful connection has been confirmed, click SAVE to save the configuration.
    • Make note of the key value as it will be used in the next step.
  5. Update AS_AICP_TXT_CHATBOT_SECURITY_KEY with the key value of the third party credentials.
  6. Update the AS AICP CS Document Vector database object.
    • Paste your Azure Region in the Azure Region field.
    • Paste your Azure API key in the Azure API Key field.
    • Paste your API Embedding Deployment ID in the API Embedding Deployment ID field.
    • Paste your API Chat Completions Deployment ID in the API Chat Completions Deployment ID field.
    • Create a Database Name and make note of it for a future step.
    • Enter the System Administrator username in the Appian Username.
    • Create a Database Password and make note of it as it will not be shown again.
    • Click the TEST CONNECTION button and verify successful connection.
    • Click SAVE.
  7. Update the AS AICP CS Document Summarizer database object. - Paste your Azure Region in the Azure Region field. - Paste your Azure API key in the Azure API Key field. - Paste your API Embedding Deployment ID in the Deployment ID field. - Click the TEST CONNECTION button and verify successful connection. - Click SAVE.

Step 6: Configure the Procurement AI Copilot settings

Enable the three toggles on Procurement AI Copilot Settings page for Requirements Management:

  1. Procurement AI Copilot Chatbot - allows users to interact with the Procurement AI Copilot chatbot module within Requirements Management.
  2. Contract File: Document Chat - allows users to chat with contract file documents in all solicitations and awards.
  3. Contract File: Document Summarizer - allows users to summarize contract file documents in all solicitations and awards.

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