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Installing ProcureSight Plus

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This content applies solely to Requirements Management, which must be purchased separately from the Appian base platform.

Introduction

This installation guide walks you through the steps to install ProcureSight Plus (PS+) in the Requirements Management solution.

Installing PS+ consists of four main steps:

  1. Download the software package.
  2. Deploy PS+ plug-ins to the Appian environment.
  3. Create the database objects in the business data source.
  4. Import the PS+ application into the Appian environment.

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

System requirements

  • Appian version 25.3+ for ProcureSight Plus 1.1+.

  • A supported version of MariaDB or Oracle as a business data source.

    Note:  Instructions below are tailored for MariaDB and Oracle databases. The SQL scripts used in Step 3 must be modified for use with other databases.

  • A supported web browser.

Step 1: Download the software package

To install PS+, you must download the software package that contains the following files to use in the remaining setup steps.

  • 01.ProcureSightPlusv1.1.0.sql: SQL script for creating the database objects needed for the PS+ application.
  • ProcureSightPlusv1.1.0.zip: Application package to import into Appian.
  • ProcureSightPlusv1.1.0.properties: Import customization file for configuring the application package.

To download the software package:

  1. In My Appian, navigate to the SUPPORT tab.
  2. Click the DOWNLOADS tab.
  3. Click SOLUTIONS.
  4. Find and open ProcureSight+ V25.3.1.1.
  5. In Downloads, click the ProcureSight+ v1.1.0 link.
  6. Click PROCEED to agree to the License Agreement.
  7. Click ProcureSight+ v1.1.0 to download the ZIP file.
  8. Unzip ProcureSightPlusv1.1.0.zip to access the software installation files.

Step 2: Deploy plug-ins

For the PS+ application to work, you must deploy the following plug-ins.

  • Appian Regular Expression Functions
  • Appian Solutions Plugin
  • Content Tools
  • Dynamic Document Generator
  • HTML To PDF Conversion
  • PDF Tools
  • ZIP Utility

The steps for deploying plug-ins are different for an Appian Cloud or self-managed environment. Be sure to note which set of deployment steps you need for your environment.

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.
  3. Click Plug-ins.
  4. Click ADD NEW PLUG-INS.
  5. Search for and click Appian Regular Expression Functions.
  6. Click DEPLOY.
  7. Repeat steps 5 and 6 for each of the following plug-ins:
    • Appian Solutions Plugin
    • Content Tools
    • Dynamic Document Generator
    • HTML To PDF Conversion
    • PDF Tools
    • ZIP Utility

Self-managed environments

To deploy the plug-ins for a self-managed environment:

  1. Download the following plug-ins directly from the Appian AppMarket:
  2. Follow the Deploying Plug-ins instructions to deploy each plug-in.

Step 3: Create database objects

In order to create the structure for the database tables, views, and other objects that are a part of the PS+ application, you must run a DDL script in your database.

To create the database objects:

  • In your database, run the 01.ProcureSightPlusv1.1.0.sql DDL file that was downloaded in Step 1.

Note:  This DDL file is optimized for MariaDB and Oracle databases. If you are using a different type of database, the DDL file must be modified.

Step 4: Import the application

The final step needed is to install the PS+ application by importing the application files into the target environment.

To import the application:

  1. In the target environment, sign in as the deployment user.
  2. Navigate to the Appian Designer.
  3. Click IMPORT.
  4. Click UPLOAD and choose the ProcureSightPlusv1.1.0.zip file that was downloaded in Step 1.
  5. Select Include related import customization file.
  6. Click UPLOAD. Select the ProcureSightPlusv1.1.0.properties file that was downloaded in Step 1.
  7. Click INSPECT.
  8. Review the inspection results. If there are no issues, click IMPORT PACKAGE.

Note:  The import may time out due to file size, but the import continues in the background.

Get started now

Ready to get started? Check out the Setting up ProcureSight Plus Integration to configure ProcureSight Plus for your Requirements Management solution.

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