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Install Requirements Management 2.9

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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.

Installing Requirements Management (RM) 2.9 consists of six main steps, and a seventh step for upgrading from RM 1.5 or earlier.

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

System requirements for Requirements Management

Get technical support

Contact Appian Support if you need assistance installing Requirements Management (RM). All RM users can also contact Appian Support at support@appian.com.

Step 1: Download the Requirements Management software package

  1. Go to MyAppian > SUPPORT > DOWNLOADS to navigate to the DOWNLOADS tab.

  2. Select the SOLUTIONS tile to go to the Available Solutions page.

    MyAppian Support > Downloads page, Solutions tile selected.

  3. Click Requirements Management v26.6.2.9 to navigate to the Requirements Management v26.6.2.9 Summary tab.
  4. Click Requirements Management v2.9.0 in the Downloads section to navigate to the License Agreement page.
  5. Click PROCEED to accept the terms and conditions and navigate to the Configure custom application attributes page.
  6. Select Relational Database Management System (RDBMS).
  7. Enter Data source.
  8. Select your Primary System Locale.
  9. Click CONTINUE to navigate to the Download File page.
  10. Click Requirements Management v2.9.0 to download the ZIP file.

  11. Unzip Requirements Management v2.9.0.zip to access the following installation files.

    • RequirementsManagementv2.9.0.sql: SQL script for creating the database objects needed for the RM application.
    • RequirementsManagementv2.9.0.zip: Application package to import into Appian.
    • RequirementsManagementv2.9.0.properties: Import customization file for configuring the application package.
    • RequirementsManagementv2.9.0-AdminConsole.zip - Import Admin Console properties.
    • Preliminary Market Research Analysis v1.pdf - Template file for AI market research.
    • AS_AIDB_T - AIDB_T v1.1 - MariaDB - Templates.sql - SQL script to create AIDB templates for MariaDB.
    • AS_AIDB_T - AIDB_T v1.1 - OracleDB - Templates.sql - SQL script to create AIDB templates for OracleDB.
  12. Click Requirements Management Appian AI v2.9.0 in the Downloads section to navigate to the License Agreement page.
  13. Click PROCEED to accept the terms and conditions and navigate to the Configure custom application attributes page.
  14. Select Relational Database Management System (RDBMS).
  15. Enter Data source.
  16. Select Primary System Locale.
  17. Click CONTINUE to navigate to the Download File page.
  18. Click Requirements Management Appian AI v2.9.0 to download the add-on zip file.

  19. Unzip RequirementsManagementAppianAiv2.9.0 - Forum.zip to access the following installation files.

    • RequirementsManagementAppianAiv2.9.0.zip: Application package to import into Appian.
    • RequirementsManagementAppianAiv2.9.0.properties: Import customization file for configuring the application package.

Step 2: Deploy plug-ins for Requirements Management

You must deploy the following plug-ins for the Requirements Management 2.9 solution to work:

  • Appian Regular Expression Functions
  • Appian Solutions Plugins
  • Appian Solutions Component Plugins
  • AzureOpenAI
  • Content Tools
  • Date and Time Utilities
  • Document Page Counter
  • Dynamic Document Generator
  • Excel Tools
  • OpenAI
  • Rich Text

The steps for deploying plug-ins are different depending on if you have an Appian Cloud or a self-managed environment.

Appian Cloud environments

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

  1. Sign in as the deployment user in the target environment.
  2. Go to Admin Console > Plug-ins.
  3. Click ADD NEW PLUG-INS.
  4. Search for and click Appian Regular Expression Functions.
  5. Click DEPLOY.

  6. Repeat steps 4 and 5 for each of the following plug-ins:

    • Appian Solutions Plugin
    • Appian Solutions Component Plugins
    • AzureOpenAI
    • Content Tools
    • Date and Time Utilities
    • Document Page Counter
    • Dynamic Document Generator
    • Excel Tools
    • OpenAI
    • Rich Text

Self-managed environments

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

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

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

Step 3: Create database objects for Requirements Management

When installing in a new environment, run RequirementsManagementv2.9.0.sql downloaded in Step 1: Download the Requirements Management software package to create the structure for the database tables, views, and other objects that are part of the RM application.

Note:  This DDL file is optimized for MariaDB and Oracle. If you are using a different type of database, the DDL file needs modification. Included in the scripts is Best in Class (BIC) contracts data that is used in the BIC contract recommendation feature.

Step 4: Import the Requirements Management application

The next step is to import the application files into the target environment.

Caution:  If you have not already done so, you must update the User record type to the latest version before importing the application. See Update a Legacy Record Type for more information.

To import the Requirements Management (RM) 2.9 application:

  1. Sign in as the deployment user in the target environment.
  2. Navigate to Appian Designer.
  3. Click IMPORT.
  4. Click UPLOAD and choose the RequirementsManagementv2.9.0.zip file downloaded in Step 1: Download the Requirements Management software package.
  5. Select Include related import customization file using the checkbox.
  6. Click UPLOAD and choose the RequirementsManagementv2.9.0.properties file downloaded in Step 1: Download the Requirements Management software package.
    1. Click INSPECT to review the inspection results.
    2. Click IMPORT PACKAGE if there are no issues in the inspection results.
  7. Click UPLOAD and choose the RequirementsManagementAppianAiv2.9.0.zip file downloaded in Step 1: Download the Requirements Management software package.
    1. Click INSPECT to review the inspection results.
    2. Click IMPORT PACKAGE if there are no issues in the inspection results.

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

Tip:  If the business database is not called Appian, a warning occurs when importing the data stores. To fix this, after the import is complete, open each data store object and update the Data Source dropdown.

Step 5: Install hotfixes for Requirements Management

After you finish installing Requirements Management 2.9, check for any relevant hotfixes, and if applicable, apply the latest hotfix version by performing the following steps:

  1. Go to MyAppian > SUPPORT > DOWNLOADS to navigate to the DOWNLOADS tab.
  2. Select the SOLUTIONS tile to navigate to the Available Solutions page.
  3. Click Requirements Management v26.6.2.9 to navigate to the Requirements Management v26.6.2.9 Summary tab.
  4. Click the hotfix link in the Downloads section to navigate to the License Agreement page.
  5. Click PROCEED to accept the terms and conditions and navigate to the Configure custom application attributes page.
  6. Select your Relational Database Management System (RDBMS) using the radio buttons.
  7. Enter the Data source.
  8. Select your Primary System Locale using the dropdown.
  9. Click CONTINUE to navigate to the Download File page.
  10. Click the hotfix file name to download it.
  11. Unzip the hotfix package to access the software installation files.
  12. Repeat Step 3: Create database objects for RM and Step 4: Import the Requirements Management application.

Step 6: Set up User Access Management

After installing RM 2.9, set up User Access Management (UAM) to manage user roles and permissions for RM. See the GAM Acquisition Central UAM setup documentation for instructions.

Step 7: Upgrade from Requirements Management 1.5 or earlier

Requirements Management 1.6 introduced a new way to manage document folders, which requires a migration of the existing data. If you are upgrading from Requirements Management 1.5 or earlier, you must run the manual migration.

Note:  Complete all deployment steps for RM 2.9 before migrating your existing data. After you have completed all deployment steps, follow the steps below to migrate your data.

Manual data migration

  1. Go to Appian Designer.
  2. Start the AS RM ZZZ 1.6 Upgrade Data Migration process model after the successful deployment of RM 2.9.
  3. Check that AS RM ZZZ 1.6 Upgrade Data Migration is completed without errors to verify that the migration was successful.

Next steps

After installing the application and setting up the database, configure Requirements Management 2.9 to work with your organization's needs. The following steps help you further customize the RM application:

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