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Installing Knowledge Base Module

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Before you begin

The Knowledge Base module ships as a separate module supported on Case Management Studio. Once installation and setup are complete, the Knowledge Base module allows case managers to create, manage, and share knowledge resources their teams need to streamline and simplify the case management workflow.

To install the Knowledge Base module, complete the following steps:

  1. Downloading the software package.
  2. Create the database objects.
  3. Importing the application.

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

System requirements

This section details the minimum requirements your system must meet to run the Knowledge Base module.

  • Appian version 25.3 or greater.
  • An Appian Cloud environment with the advanced or premium platform tiers.
  • A supported version of MariaDB as a business data source.
  • A supported web browser.
  • Imported Case Management Studio Base application version 2.1 or higher, which includes the following application containers:
  • CMGT Case Management Studio Base (CMGT)
  • CMGT Control Panel Generated Objects (CMGT)

Step 1: Download the software package

The first step in installing the Knowledge Base module is to download the software package that contains the following files, which you will use in the remaining set-up steps.

  • 01.KnowledgeBaseModulev2.1.0.sql
  • KnowledgeBaseModulev2.1.0.zip

To download the software package:

  1. In My Appian, navigate to the Support tab.
  2. Select DOWNLOADS > SOLUTIONS.
  3. In the grid, find and click Case Management Studio 2.0.
  4. Under Downloads, click Knowledge Base and agree to the License Agreement.
  5. Click Knowledge Base to download the ZIP file.
  6. Unzip KnowledgeBaseModule2.1.0.zip to access the installation files.

Step 2: Create database objects

To create the structure for the database tables, views, and other objects that are a part of the Knowledge Base module in your MariaDB business database, you need to run the 01.KnowledgeBaseModulev2.1.0.sql DDL script downloaded in Step 1.

Step 3: Import the application

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

To import the application:

  1. In the target environment, log in as the deployment user.
  2. Navigate to the Appian Designer.
  3. Click IMPORT.
  4. Click UPLOAD and choose the application KnowledgeBaseModulev2.1.0.zip file that was downloaded in Step 1.
  5. Click INSPECT to ensure that there will be no complications on import.
  6. Click IMPORT.
  7. Review the import results to verify the following CMGT Add-On - Knowledge Base Module (CMGT_KB) application container was imported.

Next steps

Now that you have installed the Knowledge Base module, follow the steps in Setting Up Knowledge Base to incorporate this module and start using it with your Case Management Studio application.

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