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. |
Installing Requirements Management (RM) consists of five main steps and a sixth step for upgrading from RM 1.5 or earlier:
Before starting the installation process, review the System Requirements to make sure all minimum requirements are met.
The first step in installing RM is to download the software package that contains the following files. These files will be used in the remaining setup steps.
RequirementsManagementv2.0.0.sql
: SQL script for creating the database objects needed for the RM application.RequirementsManagementv2.0.0.zip
: Application package to import into Appian.RequirementsManagementv2.0.0.properties
: Import customization file for configuring the application package.To download the software package:
Requirements Management v2.0.0.zip
to access the installation files.For the RM application to work, you must deploy the following plug-ins:
Appian Solutions
Appian Regular Expression Functions
Rich Text
OpenAI
Azure OpenAI
Log Message
Content Tools
Date and Time Utilities
The steps for deploying plug-ins are different depending on if you have an Appian Cloud or a self-managed environment.
To deploy the plug-ins for an Appian Cloud environment:
Appian Regular Expression Functions
Rich Text
OpenAI
Azure OpenAI
Log Message
Content Tools
Date and Time 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 part of the RM application, you need to run the RequirementsManagementv2.0.0.sql
DDL file that was downloaded in Step 1.
Note: This DDL file is optimized for MariaDB and Oracle. If you are using a different type of database, the DDL file may need to be modified. Included in the scripts is Best in Class (BIC) contracts data that is used in the BIC contract recommendation feature.
The final step to install the RM application is to import the application files into the target environment.
Caution: If you have not already done so, you must update the User record type to the latest version before importing the application. See Update a Legacy Record Type for more information.
To import the application:
RequirementsManagementv2.0.0.zip
file that was downloaded in Step 1.RequirementsManagementv2.0.0.properties
file that was downloaded in Step 1.
Note: If the business database is not called Appian
, a warning will occur when importing the data stores. To fix this, after the import is complete, open each data store object and update the Data Source dropdown list.
After you finish installing RM, be sure to check for any relevant hotfixes, and if applicable, apply the latest hotfix version by performing the following steps:
Requirements Management 1.6 introduced a new way to manage document folders, which requires a migration of the existing data. If you are upgrading from Requirements Management 1.5 or earlier, you need to run a manual migration.
Note: Complete all deployment steps for RM 2.0 before migrating your existing data. After you have completed all deployment steps, follow the steps below for the manual data migration.
AS RM ZZZ 1.6 Upgrade Data Migration
process model.AS RM ZZZ 1.6 Upgrade Data Migration
completed without error.After installing the application and setting up the database, you'll want to configure RM to work with your organizations needs. The following outlines steps you can take to further customize the RM application:
Installing Requirements Management