Install ProcureSight Enterprise

Developed on the Appian process automation platform, ProcureSight Enterprise (PSE) is a pre-built application designed to help streamline the procurement process for government agencies and procurement professionals. PSE consolidates and centralizes procurement data in one place to enable intelligent and efficient search capabilities and provide advanced data and document analysis tools, reducing the time and effort spent on manual research methods.

Installing PSE consists of five main steps:

1. Download the software package.
2. Deploy the application plug-ins.
3. Create the database objects.
4. Import the application.
5. Import the Admin Console settings.

Before proceeding with the installation steps, review the system requirements for ProcureSight Enterprise to ensure your system environment meets all minimum requirements. In addition, verify your Appian version and database type.

System requirements for ProcureSight Enterprise

ProcureSight Enterprise requires the following minimum system configuration:

• Appian platform running version 26.6 or higher.
• A supported relational database management system (RDBMS) as a business data source.
  • Note: ProcureSight Enterprise provides DDL scripts and detailed instructions specifically for MariaDB and Oracle databases. If you're using another supported relational database, you must modify the SQL scripts before running them.
• A supported web browser.
• Submit a new support case with Appian Support to request enabling:
  • Smart Search
  • Document Chat
  • Document Record Type

Verify the Appian version and database type

Click About Appian from the navigation bar to check the platform version and database.

Step 1: Download the software package

The first step in installing PSE is to download the software package, which contains the files used in the remaining installation steps:

• 01.ProcureSightEnterprisev1.9.0.sql: SQL script for creating the database objects needed for the PSE application.
• ProcureSightEnterprisev1.9.0.zip: Application package to import into Appian.
• ProcureSightEnterprisev1.9.0-AdminConsole.zip: Export of the default start pages of the Admin Console.
• ProcureSightEnterprisev1.9.0.properties: Import customization file for configuring the application package.

To download the software package:

1. Navigate to MyAppian > SUPPORT > DOWNLOADS.
2. Click SOLUTIONS.
3. Search for ProcureSight Enterprise v26.6.1.9 under Available Solutions.
4. Under Downloads, click ProcureSight Enterprise v26.6.1.9 and agree to the License Agreement.

5. On the Configure custom application attributes dialog, verify the default settings are configured as shown:

   

6. Select ProcureSight Enterprise v26.6.1.9 to download the ZIP file.
7. Unzip ProcureSightEnterprisev1.9.0.zip to access the software installation files.

Step 2: Deploy plug-ins

The steps for deploying plug-ins differ depending on whether you have an Appian Cloud or a self-managed environment. Before importing the PSE application files, you must deploy and configure the following plug-ins required for your environment in the target system:

• Appian Solutions Plug-in
• Content Tools
• Dynamic Document Generator
• Regular Expression Functions

To download the necessary plug-ins and deploy them to your environments, follow the steps that match your environment setup.

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. Click Plug-ins in the left navigation pane.
4. Click ADD PLUG-INS.
5. Search for and click Appian Solutions Plug-in.
6. Click DEPLOY.

7. Repeat the above steps for each of the following plug-ins:

   • Content Tools
   • Dynamic Document Generator
   • Appian Regular Expression Functions

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
• Dynamic Document Generator
• Regular Expression Functions

1. Follow the Deploying Plug-ins instructions above to deploy the plug-ins.

Step 3: Create database objects

To create the structure for the database tables, views, and other objects that are part of the PSE application, you need to run the following DDL scripts in your database.

To create the database objects:

1. In your MariaDB business database, import and run the 01.ProcureSightEnterprisev1.9.0.sql file downloaded in Step 1.
   • Note: The DDL file is optimized for MariaDB and Oracle databases. If you are using a different type of database, modify the DDL file before running it.

Step 4: Import the application

Next, you need to import the PSE application into the target environment.

To import the application:

1. In the target environment, sign in as the deployment user.
2. Navigate to Appian Designer and click IMPORT.
3. Click UPLOAD and choose the ProcureSightEnterprisev1.9.0.zip file downloaded in Step 1.
4. Select the Include related import customization file checkbox.

Continue the application import

1. Click UPLOAD and select the ProcureSightEnterprisev1.9.0.properties file you updated in the previous step.
2. Click INSPECT and review the inspection results to ensure that there will be no complications on import.
   • Note: The inspection could take several minutes to complete and may time out. If this occurs, the import will continue in the background.
3. Click IMPORT.
   • Note: The import may time out due to file size, but the import will continue in the background.
4. Review the import results to confirm the PSE application containers were imported:
   • ProcureSight Enterprise Base

Step 5: Import the Admin Console settings

If you want to overwrite the current default start page for your PSE solution, you need to import the Admin Console. This is an optional step that is only applicable for specific versions of PSE or a related hotfix. Before performing the steps in this section, be sure they apply to the PSE version installed in your environment.

For instructions on how to do this, see Appian Administration Console.

Next steps

Now that you have installed ProcureSight Enterprise, you need to follow the setup steps to configure the application and begin using it.

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