Install DocCenter

This guide walks you through downloading and manually installing DocCenter on your Appian environment.

The installation steps include:

1. Verify system requirements.
2. Download the software package.
3. Deploy plug-ins.
4. Create database objects.
5. Import the application.
6. Configure application security.

Step 1: Verify system requirements

Review the full list of environment prerequisites on the Set Up DocCenter page, including required plug-in versions, AI skills, supported databases, and supported locales.

To verify your Appian version and database type:

1. From the navigation menu, click About Appian.
2. Under System Information, verify the Appian version is supported for the version of DocCenter you're installing.
3. Under DATA SOURCES, verify that a supported version of MariaDB or PostgreSQL is available as a business data source.

Step 2: Download the software package

Download the DocCenter installation package from MyAppian:

1. Sign in to MyAppian.
2. Click SUPPORT > DOWNLOADS > SOLUTIONS.
3. Search for DocCenter and click the result.
4. Under Downloads, click the latest DocCenter version and agree to the License Agreement.
5. Download the ZIP file and extract the contents.

The software package contains the following files:

• 01.AiDocumentCenterv4.5.0.sql: SQL script file(s) for creating database objects.
• AiDocumentCenterv4.5.0.zip: Application package ZIP file to import into Appian.
• AiDocumentCenterv4.5.0.properties: Import customization properties file.

Step 3: Deploy plug-ins

Before importing the DocCenter application, deploy the required plug-ins to your target environment. The process differs depending on whether you have an Appian Cloud or self-managed environment.

Appian Cloud environments

To deploy plug-ins on Appian Cloud:

1. In the target environment, sign in as the deployment user.
2. Navigate to the Admin Console.
3. On the left side of the console, click Plug-ins.
4. Click ADD PLUG-INS.
5. Search for and deploy the required plug-ins.

Self-managed environments

To deploy plug-ins on a self-managed environment:

1. Download the required plug-ins from the Appian AppMarket.
2. Follow the Deploying Plug-ins instructions to deploy them.

Step 4: Create database objects

Run the SQL script(s) included in the software package to create the database tables, views, and other objects required by DocCenter.

In your MariaDB or PostgreSQL business database, import and run the 01.AiDocumentCenterv4.5.0.sql file downloaded in Step 2.

Step 5: Import the application

Import the DocCenter application into your Appian environment:

1. In the target environment, sign in as the deployment user.
2. Navigate to Appian Designer.
3. Click IMPORT.
4. Click UPLOAD and choose the AiDocumentCenterv4.5.0.zip application file downloaded in Step 2.
5. Click the Include related import customization file checkbox and click UPLOAD. Select the AiDocumentCenterv4.5.0.properties file downloaded in Step 2.
6. Click INSPECT to verify there are no complications on import.
7. Click IMPORT.

Step 6: Configure application security

DocCenter includes three user groups to help secure the application based on common responsibilities:

• AIA Operations: Users who monitor the performance of DocCenter models. These users cannot create or modify models. Appropriate for production usage monitoring.
• AIA Administrators: Users who create and edit models. Not recommended for production environments.
• AIA Initiator: Users who interact with DocCenter models through a customer-built application rather than the DocCenter interface directly. Assign this group to end users whose processes need to trigger models and who need to view and complete reconciliation tasks surfaced in the parent application.

The following table outlines the actions that can be performed by each permission level in DocCenter's application security role map:

Actions	AIA Administrators	AIA Operations	AIA Initiator
View source and processed documents	Yes	Yes	Yes
Reconcile instance	Yes	Yes	Yes
Access DocCenter site	Yes	Yes	No
View models and model versions	Yes	Yes	No
Run models	Yes	Yes	No
View instance summary	Yes	Yes	No
Create, update, delete, and run test cases	Yes	Yes	No
Create, update, delete, and run test suites	Yes	Yes	No
View triggers	Yes	Yes	No
View Deployment tab	Yes	Yes	No
View AI suggestions	Yes	Yes	No
Create models and model versions	Yes	No	No
Delete models and model versions	Yes	No	No
Publish and restore model versions	Yes	No	No
Delete instance	Yes	No	No
Create, update, and delete triggers	Yes	No	No
Refresh AI suggestions	Yes	No	No
Resolve AI suggestions	Yes	No	No
Create deployment package	Yes	No	No

To add users to a group:

1. In Appian Designer, search for the group (for example, AIA Administrators).
2. Click Add Members.
3. In the Search field, enter the usernames you want to add.
4. Select the users and click Add.

Next steps

After installation, review the following to configure and start using DocCenter:

• Set Up DocCenter: Configure model and region settings, verify AI skills, and review locale support.
• Extraction: Create and configure extraction models.
• Classification: Create and configure classification models.
• Deploy: Deploy models to higher environments.

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