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Install Procurement AI Copilot

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This content applies solely to Requirements Management, which must be purchased separately from the Appian base platform. This content was written for Appian 26.6 and may not reflect the interfaces or functionality of other Appian versions.

Install Procurement AI Copilot for Requirements Management

Installing the Procurement AI Copilot module in your Appian environment involves downloading the package, deploying plug-ins, creating database objects, and importing the application.

Installing Procurement AI Copilot consists of five steps:

  1. Download the software package.
  2. Deploy Procurement AI Copilot plug-ins to the Appian environment.
  3. Create the database objects in the business data source.
  4. Import the Procurement AI Copilot application into the Appian environment.
  5. Configure the Procurement AI Copilot settings.

If you are upgrading from a previous version, see Upgrading from a previous version for migration steps.

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

System requirements for AI Copilot 1.9 in Requirements Management 2.7

Step 1: Download software package

The first step in installing Procurement AI Copilot is to download the software package that contains the following files. These files are used in the remaining setup steps.

  • scripts/01.AiCopilot1.9.0.sql: SQL script for creating the database objects needed for the RM application.
  • AiCopilot1.9.0.zip: Application package to import into Appian.
  • AiCopilot1.9.0.properties: Import customization file for configuring the application package.

To download the software package:

  1. In My Appian, navigate to the Support tab.
  2. At the top of the page, select DOWNLOADS and then SOLUTIONS.
  3. In the grid, click Procurement AI Copilot v26.6.1.9.0.
  4. Under Downloads, click Procurement AI Copilot Components and agree to the License Agreement.
  5. Click Procurement AI Copilot Components to download the ZIP file.
  6. Unzip AiCopilot1.9.0.zip to access the installation files.

Step 2: Deploy plug-ins

Procurement AI Copilot relies on the following plug-ins to be deployed and configured in the target system before the application files can be imported.

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 and click Plug-ins.
  3. Click ADD PLUG-INS.
  4. Search for and select Appian Solutions.
  5. Click DEPLOY.
  6. Repeat steps 4 and 5 for each of the following plug-ins:
    • Appian Regular Expression Functions
    • Appian Solutions Plugin
    • Content Tools

Step 3: Create the database objects

To create the structure for the database tables, views, and other objects that are a part of the Procurement AI Copilot application, you must run a DDL script in your database.

To create the database objects:

  1. In your database, run the AiCopilot1.9.0.sql DDL file that was downloaded in Step 1.

Note:  The DDL file is optimized for MariaDB. If you are using a different type of database, modify the DDL file before running it.

The DDL script creates the following tables, including the AS_AICP_REF_KNOWLEDGE_SET reference table used to define knowledge sets:

  • AS_AICP_REF_KNOWLEDGE_SET: Stores the knowledge set definitions (FAR Chat, Knowledge Set 1, Knowledge Set 2).
  • Additional tables and views required by the Procurement AI Copilot application.

Step 4: Import the application

The next step to install the Procurement AI Copilot application is to import the application files into the target environment.

To import the application:

  1. In the target environment, sign in as the deployment user.
  2. Go to Appian Designer.
  3. Click IMPORT.
  4. Click UPLOAD and select the AiCopilot1.9.0.zip file that was downloaded in Step 1.
  5. Select Include related import customization file and click UPLOAD. Select the AiCopilot1.9.0.properties file that was downloaded in Step 1.

Note:  If you have credentials for any of the integrations, include them in the properties file before uploading.

  1. Click INSPECT to verify that no import issues exist.

Note:  The inspection may take several minutes to complete. If the inspection times out, the process continues in the background.

  1. Click IMPORT.

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

  1. Review the import results to confirm the application imported successfully.

Note:  If the business database is not called Appian, a warning occurs when inspecting and importing the data stores. After the import is complete, open each data store object and update the Data Source to resolve the warning.

Step 5: Configure the Procurement AI Copilot settings

Select the three toggles on the Procurement AI Copilot Settings page for Requirements Management:

  • Procurement AI Copilot Chatbot: Gives users the ability to interact with the Procurement AI Copilot chatbot module within Requirements Management.
  • Contract File: Document Chat: Gives users the ability to chat with contract file documents in all solicitations and awards.
  • Contract File: Document Summarizer: Gives users the ability to summarize contract file documents in all solicitations and awards.

After configuring the toggles, proceed to Set Up Procurement AI Copilot to configure knowledge sets and manage documents.

Upgrading from a previous version

If you are upgrading from Procurement AI Copilot 1.4 or earlier, the upgrade process migrates your existing documents to the new knowledge set structure.

Data migration

During the upgrade, all existing documents in the Document Database are automatically assigned to the default "Knowledge Set 1" knowledge set. After the upgrade is complete, you can reassign documents to different knowledge sets as needed through the Document Database interface.

Upgrade steps

To upgrade from a previous version:

  1. Download the Procurement AI Copilot 1.9 software package from Step 1.
  2. Run the AiCopilot1.9.0.sql DDL script to create the new database objects, including the AS_AICP_REF_KNOWLEDGE_SET table.
  3. Import the AiCopilot1.9.0.zip application package following the steps in Step 4.
  4. Review the import results to confirm the upgrade completed successfully.
  5. (Optional) Reassign existing documents to specific knowledge sets through the Document Database.

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