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Setting up VM Integration

This content applies solely to Contract Writing, which must be purchased separately from the Appian base platform. This content was written for Appian 24.4 and may not reflect the interfaces or functionality of other Appian versions.

Introduction
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The integration between Contract Writing (CW) and Vendor Management (VM) connects the two solutions, providing contracting personnel and vendors with more visibility into the entire solicitation process. When this integration is enabled, contracting officers can post an amendment update for the solicitation to the opportunity in VM and view a link between the opportunity and solicitation directly in their CW environment.

Caution:  To use the VM integration, you must toggle the AS_CW_BOL_VENDOR_MANAGEMENT_INTEGRATION_TOGGLE constant value to true in Designer.

System Requirements
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This section details the minimum requirements your system must meet to set up the VM integration.

  • Appian version 24.4 or greater
  • Contract Writing 2.2.0 or greater
  • Vendor Management 1.9.0 or greater

Set up Vendor Management integration
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To use this integration, you need to generate an API Key in the same environment you imported your VM application. Please note that if your CW and VM applications were imported into the same environment, you still need to generate an API key.

  1. In the target environment, log in as the deployment user.
  2. Navigate to the Admin Console and select Web API Authentication.

  3. From the API Key tab, click CREATE.

    vm_integration_setup_createapi_cw.png

  4. In the Description field, add a unique description for the API key.
  5. Click the icon next to the Service Account field to create a new service account.

  6. Enter cwvmintegration in the Username field.

    vm_integration_setup_createservice_cw.png

  7. In the Groups field, enter AS VM Service Accounts for CW Access to add it to the appropriate group.
  8. Click CREATE to apply the new service account to the API key.
  9. Click CREATE to create the new API key and copy and save it to use in the next section.
  10. Navigate to the environment where the Contract Writing application was imported.
  11. Go to Appian Designer > Applications and select AS GCW Full Application.
  12. Under Object Type, select Connected System.
  13. Select AS GCW CS Vendor Management.
  14. Find the Value field and click the Clear link next to it.
  15. Paste the API key you saved in step 9 in the cleared Value field.
  16. In the Base URL field, enter the URL of the environment where Contract Writing was imported in the following format: https://sample-url.com/suite/webapi/.

  17. Click SAVE.

    vm_integration_setup_systemproperties_cw.png

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