Install Award Management 2.6

Installing Appian Award Management (AM) 2.6 consists of six main steps, with optional integration steps and a legacy upgrade path for organizations on AM 1.7 or earlier.

Before starting the installation process, review the System requirements for Award Management to ensure all minimum requirements are met.

System requirements for Award Management

• Appian platform version: 26.6 or later.
• Acquisition Central: Version 26.6.1.6 (Government Acquisition Management Suite) or later must be installed in the environment before importing AM 2.6. UAM, which is a component of Acquisition Central, must be operational for AM role and permission set registration to succeed during import.
• Database: A supported MariaDB or Oracle database as a business data source.
  • Note: Instructions below are tailored for MariaDB databases. The SQL scripts used in Step 4 must be modified for use with other databases.
• Web browser: A supported web browser.
• Appian RPA: Review the Appian RPA system requirements if you plan to use robotic tasks for research.

Get technical support

Contact Appian Support if you need assistance installing Award Management. All AM users can also contact Appian Support at support@appian.com.

Step 1: Download the Award Management software package

To install AM, download the software package that contains the following files:

• 01.AwardManagementv2.6.0.sql: SQL script for creating the database objects needed for the AM application.
• AwardManagementv2.6.0.zip: Application package to import into Appian.
• AwardManagementv2.6.0.properties: Import customization file for configuring the application package.
• AwardManagementv2.6.0-AdminConsole.zip: Mulish typeface file to import into Appian.

To download the software package:

1. Go to MyAppian > SUPPORT > DOWNLOADS.
2. Select the SOLUTIONS tile.
3. Click Award Management V26.6.2.6.
4. In Downloads, click the Download Award Management link.
5. Click PROCEED to agree to the License Agreement.
6. Click Download Award Management v2.6.0 to download the ZIP file.
7. Unzip AwardManagementv2.6.0 - Forum.zip to access the software installation files.

Step 2: Import Mulish typeface for Award Management

To import the Mulish typeface:

1. In the target environment, sign in as the deployment user.
2. Navigate to the Admin Console.
3. Click IMPORT.
4. Click UPLOAD and choose the AwardManagementv2.6.0-AdminConsole.zip file downloaded in Step 1.

5. Click INSPECT.

   Note: Make sure the inspection result is successful.

6. Click IMPORT PACKAGE.
7. After the Mulish typeface package is imported, click Typefaces to verify the Mulish typeface is selected as the default typeface.

Step 3: Deploy plug-ins for Award Management

You must deploy the following plug-ins for the AM solution to work. The steps for deploying plug-ins differ for an Appian Cloud or self-managed environment.

• Appian Solutions
• Content Tools
• Advanced Document Templating

Appian Cloud environments

To deploy the plug-ins for an Appian Cloud environment:

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 NEW PLUG-INS.
5. Search for and click Appian Solutions.
6. Click DEPLOY.
7. Repeat steps 4-6 for each of the following plug-ins:
   • Content Tools
   • Advanced Document Templating

Self-managed environments

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

1. Download the following plug-ins directly from the Appian AppMarket:

   • Appian Solutions Plug-in
   • Content Tools
   • Advanced Document Templating

2. Follow the Deploying Plug-ins instructions to deploy each plug-in.

Step 4: Create database objects for Award Management

Run a DDL script to create the structure for the database tables, views, and other objects that are part of the AM application.

To create the database objects:

• In your database, run the 01.AwardManagementv2.6.0.sql DDL file downloaded in Step 1.

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

Step 5: Import the Award Management application

Import the AM application files into the target environment.

To import the application:

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 AwardManagementv2.6.0.zip file downloaded in Step 1.
5. Select Include related import customization file.
6. Click UPLOAD.
7. Select the AwardManagementv2.6.0.properties file downloaded in Step 1.
8. Click INSPECT and review the inspection results.
   • Note: The inspection could take several minutes and may time out. If the inspection times out, the import continues in the background.
9. If there are no issues, click IMPORT.
   • Note: The import may time out due to file size. If the import times out, it continues in the background.
10. Review the import results.

Step 6: Set up User Access Management

After installing AM 2.6, set up User Access Management (UAM) to manage user roles and permissions for AM. UAM is a component of Acquisition Central and must be configured before users can access AM.

• For the UAM setup and initialization steps shared across GAM solutions, see the GAM Acquisition Central UAM setup documentation.
• For the AM-specific roles, permission sets, and access model, see Set Up UAM for Award Management.

Step 7: Run reconciliation and migration

If you are upgrading from an earlier version of AM with existing vendor data, migrate your legacy AM vendor records to the unified Acquisition Central vendor data model. The migration utility guides you through reviewing, reconciling, and migrating vendor data.

• Follow the Migrate Vendor Data to Acquisition Central instructions to run the migration.

Step 8: Import and configure RPA (Optional)

This step is required if you plan to use robotic tasks for research within the AM application.

To import and configure RPA:

• Follow the Install RPA instructions to import and configure the RPA files.

Step 9: Set up SAM.gov integration (Optional)

Award Management includes an optional integration to SAM.gov that pulls public data into AM.

To configure the integration:

• Follow the Set up SAM.gov integration instructions.

Step 10: Set up VM integration (Optional)

An optional integration between Award Management and Vendor Management connects the two solutions, providing vendors and contracting personnel with more visibility into the award process. When enabled, Contracting Officers view vendor information directly in AM.

To configure the integration:

• Follow the Set up VM integration instructions.

Step 11: Set up Process HQ integration (Optional)

Award Management includes an optional Process HQ integration to provide deeper insights into your award data and processes.

To configure the integration:

• Follow the Set up Process HQ integration instructions.

Step 12: Upgrade from AM 1.7 or earlier

Award Management 1.8 introduced a new way to manage document folders, which requires a migration of existing data. If you are upgrading from Award Management 1.7 or earlier to Award Management 1.8 or later, the system migrates the data automatically or you run a manual migration.

Before deploying AM 1.8 or later, decide which data migration option works best for your organization, automatic or manual migration, then follow the corresponding steps.

Automatic data migration

To start the data migration automatically at 12 AM ET:

1. In the import customization file, enter a value of true for the AS_AM_BOOL_SWITCH_DB_FOLDER_MIGRATION constant.
   • Note: After successful deployment of AM 1.8, the system automatically runs the migration process at 12 AM ET. If you successfully deploy AM 1.8 or later on a Tuesday at 12:01 AM ET, the system automatically runs the migration process the next day (Wednesday) at 12 AM ET.
2. To verify that the migration was successful, check that AS AM ZZZ 1.8 Award Folder DB Migration completed without error.

Manual data migration

After successfully deploying AM 1.8 or later, to manually start the migration process:

1. In the import customization file, provide a value of false for the constant AS_AM_BOOL_SWITCH_DB_FOLDER_MIGRATION.
2. After successful deployment of AM 1.8 or later, go to Appian Designer and start the AS AM ZZZ 1.8 Award Folder DB Migration - MANUAL process model.
3. To verify that the migration was successful, check that AS AM ZZZ 1.8 Award Folder DB Migration - MANUAL completed without error.

After the deployment and migration are complete, manually set the value of AS_AM_BOOL_SWITCH_DB_FOLDER_MIGRATION to false. Setting the value to false ensures that the scheduled migration process does not unintentionally restart.

Next steps

After installing AM, configure the solution to work with your organization's needs:

• Set up inline editing: Configure Office 365 integration for document editing.
• Configure categories: Set up categories to organize checklist items.
• Configure checklist items: Create items that make up your checklists.
• Configure checklists: Build checklists that assign default items for each award type.
• Configure file folder structure: Define the contract file folder structure.

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