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MyAppian

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This page describes MyAppian, a centralized portal where you can manage support cases, monitor platform health, track adoption metrics, and access Appian resources and advisory services.

What is MyAppian?

MyAppian provides you with a wealth of information on your Appian experiences in a single place:

  • Home provides you with a landing page to view open support cases, key account metrics, and environment details.
  • Support provides you with a way to manage and troubleshoot your Appian platform, on your own or with Support.
  • Health provides you with information specific to managing and monitoring your Appian platforms.
  • Adoption provides you with user login data and AI usage metrics for all your cloud production sites.
  • Success provides you with access to Appian best practices, strategies, and advisory services.
  • Notifications provides you with updates and alerts affecting your Appian environments.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closescreenshot of the MyAppian Home tab

Home

The Home tab in MyAppian brings together key details from across your organization into a single, unified view. This tab acts as the landing page for MyAppian.

On the Home tab, you can:

  • View details about your success plan and contract information.
  • View environment details and identify potential environment risks.
  • Access pending action items through the support cases summary view.

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For information on which roles have permission to view the Home tab and details, see the Security Summary.

Key attributes

The Key Attributes section of the Home tab contains key details specific to your organization.

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These details include:

  • Open Support Cases: The total number of support cases that you have open.
  • Success Plan: The level of support that you have agreed to when purchasing Appian.
  • Days to Next Renewal: The number of days remaining until your next subscription renewal is due.
  • Customer Since: The year that you became an Appian customer.

Tip:  If you have access to multiple organizations, you can toggle between these organizations to view the organization information.

Environments

The Environments section of the Home tab displays data on potential platform risks, Appian Cloud performance, and Appian Cloud storage utilization. This section allows support contacts to view platform risk levels as well as Appian Cloud environment details.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closescreenshot of the environments section in the Home tab

View risk levels

Support contacts can drill down to view the high and medium platform risk levels. Health check assesses the risk levels and provides more detailed information on the Health and Analysis pages.

View Appian Cloud environment details

From the Environments section of the Home page, support contacts can view details about the Appian Cloud environment to:

  • View the environment's version and hotfix number.
  • See which environments are configured for high availability.
  • Toggle between servers to see individual metrics.
  • Interact with the CPU Usage charts to view more details and trends.

By default, support contacts can see three environments. However, they can use the cloud site dropdown to select more, then click to save the selections to update their default view.

Note:  Self-managed environments only show health check risks if available.

Open support cases

The Open Support Cases section of the Home tab displays an overview of your open support cases. Support contacts can create new cases from this section.

By default, support contacts see up to five open support cases. Cases with a Pending User status are yellow and displayed above cases with any other status.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closescreenshot of the Open Support Cases section in the Home tab

Support

The Support tab in MyAppian allows support contacts to interact with support cases, manage account details, access Accelerators content, download licensed software, and complete tasks.

The Support tab is divided into the following pages:

For information on which roles have permission to view the Support tab and pages, see the Security Summary.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closescreenshot of the MyAppian Cases page on the Support Tab

Cases

On the Cases page of the Support tab, support contacts can view and edit all support cases within your environment, as well as create a new case. Support contacts can filter the case record grid using the predefined filters, as well as create and save personalized custom user filters.

Note:  Basic organization users do not have access to the support case grid.

Accelerators

The Accelerators page of the Support tab provides a redirect to access accelerator content and resources for customers that have subscribed to Appian Accelerate. For customers that have not yet subscribed to Appian Accelerate, details are provided to learn more about how this service can improve the overall health and success of your Appian implementations.

Accounts

On the Accounts page of the Support tab, both support contacts and basic organization users can view user account associations to the account.

Content access is dependent on the viewer’s role:

  • Registration administrators:

    • Register, add, update, and remove support contacts and organization users.
    • Approve user account associations.
    • Update cloud maintenance emails and self association approvals.
  • Support contacts: View the installations that are associated with their account.
  • Basic organization users:

    • The accounts page.
    • The information for their support contact.
    • The information for their user registration admins.
    • Any installations associated with their account, including Appian cloud environments and self managed environments. To learn more, see the Health Check page.

An account summary that registration administrators and support contacts can see:

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Downloads

On the Downloads page of the Support tab, customers with self-managed Appian environments and all of their users have access to:

  • The Appian platform*
  • Process mining*
  • Solutions*
  • Software installers
  • Hot fixes
  • Documentation

*Availability based on the licenses purchased.

By default, Appian Cloud customers don't have access to download software. Appian Cloud customers interested in accessing this content should discuss it with their account executive.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closescreenshot of the MyAppian Downloads page in the Support tab

Tasks

The Tasks page of the Support tab is only visible to support contacts and registration administrators.

On the Tasks page:

  • Support contacts can view and complete support case satisfaction tasks.
  • Registration administrators can:

    • Complete tasks associated with user requests.
    • Associate the tasks with a specific account.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closescreenshot of the MyAppian Tasks page in the Support tab

Health

Health monitoring is a critical tool for successful management of Appian applications and overall platform health. The Health tab in MyAppian enables you to access the Health Check and Cloud Resources pages.

For information on which roles have permission to view the Health tab and pages, see the Security Summary.

Health Check

On the Health Check page of the Health tab, you can access the following options to manage and monitor your Appian platform:

  • Analyze: View the results of a Health Check run on your site.
  • Request: Manually request a health check analysis.
  • Credentials: Obtain or reset your Health Check credentials.

Health Check provides support contacts with insights into application design and performance risks in your environments.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closescreenshot of the MyAppian Health Check page on the Health tab

Tip:  Upgrade your version of Appian to use our automated and streamlined Health Check features.

Analyze

The Analyze option on the Health Check page allows you to:

  • View the current risks and their trends by priority.
  • View specific risk findings by priority and their trends.
  • Identify new and recurring findings.
  • Ignore findings that have been deemed no longer a risk.
  • Group findings by application name.
  • Add notes and links to findings for future reference.
  • View process metrics.
  • View the process archival settings.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closescreenshot of the MyAppian Analyze option of the Health Check page

Request

The Request option on the Health Check page allows you to manually request a health check analysis. To more efficiently use Health Check, schedule regular Health Check analyses or run an ad-hoc check via the Admin Console.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closescreenshot of the MyAppian Request option of the Health Check page

The Credentials option on the Health Check page allows you to obtain Health Check credentials or reset the Health Check password. Select your organization from the dropdown list to reset your password, or generate credentials if you don't already have them. The new password or credentials will be sent to your email from forum@appian.com.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closescreenshot of the MyAppian Credentials option of the Health Check page

Cloud Resources

Note:  The Cloud Resources page is only available to Appian Cloud customers.

The Cloud Resources page on the Health tab provides support contacts with key information about the current performance of their Appian Cloud environments, details on infrastructure configuration, and some self-service capabilities.

The Cloud Resources page gives you access to the following pages:

  • Alerts: View and resolve alerts for issues that affect your Appian Cloud environment.
  • Metrics: View performance metrics for your active cloud environments.
  • Environments: View configuration information for your cloud environments, such as Appian release, region, and allocated resources.
  • Maintenance: View and manage maintenance windows associated with your Appian Cloud environments.
  • Connectivity: Manage VPN connections from your Appian Cloud environments to external resources.

Adoption

On the Adoption tab in MyAppian, support contacts can see metrics and trends on how often users are accessing Appian Cloud production environments.

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For information on which roles have permission to view the Adoption tab, see the Security Summary.

Login Metrics

To view login metrics, select ADOPTION > LOGIN METRICS in MyAppian. The User Logins page displays.

This page enables you to view summary metrics and trending metrics. You can also change the timeframe for the metrics you're viewing.

Summary metrics

The following summary metrics display at the top of the User Logins page:

  • Average: Total Logins: The average number of user and system-driven sign-ins (that is, Web API calls) in a given time period.
  • Average: Unique User Logins: The average number of unique users that signed in to the Appian platform one or more times in a given time period.
  • Average: Unique Mobile User Logins: The average number of unique users that signed in to the Appian platform via a mobile device one or more times in a given time period.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closescreenshot of the MyAppian summary metrics section in the Adoption tab

The following trending metrics display as a line chart at the bottom of the User Logins page:

  • Unique User Logins: The number of unique users that signed in to the Appian platform one or more times in a given time period.
  • Unique Mobile User Logins: The number of unique users that signed in to the Appian platform via a mobile device one or more times in a given time period.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closescreenshot of the MyAppian trending metrics section in the Adoption tab

Timeframe

You can change the timeframe of the metrics displayed on the User Logins page using the following increments of time:

  • Daily: 30 days, 60 days, 90 days, or 120 days.
  • Monthly: 3 months, 6 months, 9 months, or 12 months.
  • Quarterly: 6 quarters.

AI Usage

To view AI usage metrics, select ADOPTION > AI USAGE METRICS in MyAppian.

The AI Usage page displays metrics and data about AI action consumption across your Appian Cloud environments.

Support contacts can view:

  • Monthly Usage: Shows the consumption of AI actions across your environments and by feature over time.
  • Detailed Data: Provides granular information about action usage by environment and time period.
  • Environment Filtering: Allows you to view action usage for specific environments if you have multiple production sites.

You can change the time frame displayed to analyze AI action usage patterns and trends.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closescreenshot of the MyAppian AI Usage section in the Adoption tab

Tip:  MyAppian shows aggregate AI Action consumption by environment and feature over time. For per-execution detail, use the AI usage log, which records the number of AI Actions consumed each time an AI feature executes in your environment.

Success

The Success tab in MyAppian provides access to Appian best practices, strategies, and advisory services to help you maximize the value of your Appian investment.

The Success tab contains the following pages:

For information on which roles have permission to view the Success tab and pages, see the Security Summary.

Success Insights

The Success Insights page of MyAppian provides access to recorded webinars and educational content designed to help you get the most out of your Appian platform.

On the Success Insights page, you can:

  • Browse available webinar recordings organized by topic.
  • Search for specific content as more recordings become available.
  • Play videos directly within MyAppian.
  • Access best practices and strategies shared by Appian experts.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closescreenshot of the MyAppian Success Insights page on the Success tab

On Demand Advisory Services

The On Demand Advisory Services (ODAS) page of MyAppian is available to success plan customers and provides a way to request and track advisory services from Appian.

On the ODAS page, you can:

  • Request specific services such as health checks and other predetermined advisory offerings.
  • View detailed information about available services.
  • Track the status of your service requests.
  • Review the history of previously requested services.

Service requests are specific to your organization. If you have access to multiple organizations, you can toggle between them to manage requests for each account.

Scroll or drag to pan · ⌘+/⌘− to zoom · Esc to closescreenshot of the MyAppian On Demand Advisory Services page on the Success tab

Notifications

Notifications let you stay informed about updates and issues affecting your Appian environments. Notifications are available for both Appian Cloud and self-managed environments.

In MyAppian, you can access your notifications by clicking the Notifications tab, then selecting one of the following:

  • Self-Service Alerts: (Appian Cloud only) View active and resolved alerts for issues affecting your Appian Cloud environment, and manage your email notification preferences.
  • Announcements: View important updates from Appian targeted to your organization.

Next to the Notifications tab label, you can see a combined count of unread announcements and active self-service alerts. In MyAppian for self-managed environments, you can see a count of unread announcements only.

Notifications tab open in MyAppian with Self-Service Alerts and Announcements options displaying

Security summary

The following roles have access to MyAppian:

  • Support contacts: Have access to the majority of MyAppian content for all accounts they are associated with. Registration administrators are included in the support contacts category. Registration administrators are specific to each customer and assign users to the appropriate role.

  • Basic organization users: Do not have support contact permissions, so they only have access to information for the accounts that they are associated with.

The following table summarizes how access varies for these roles across MyAppian.

MyAppian Tab

Page

Role: Support Contact

Role: Basic Organization User

Home

All content

Full access

Partial access 1

Support

Cases

Full access

No access

Support

Accelerators

Full access

Full access

Support

Accounts

Partial access 2

Partial access 3

Support

Downloads

Full access

Full access

Support

Tasks

Full access

No access

Health

All Content

Full access

No access

Adoption

All Content

Full access

No access

Success

All Content

Full access

No access

1 The Home tab: Basic organization users cannot access the following:

  • View environment cards.
  • View cloud site dropdowns.
  • Open support cases.
  • View My Account Team contact information.

2 The Support page on the Accounts tab: Support contacts cannot access the following:

  • Register, add, update, and remove other support contacts and organization users.
  • Approve user account associations.
  • Update cloud maintenance emails and self association approvals.

3 The Support page on the Accounts tab: Basic organization users can't see the default support contacts or do the following:

  • Add new environment.
  • Register new user.
  • Update support contact.
  • Update maintenance contact.
  • Dissociate users.
  • Update self association users.
  • Update default case contacts.

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