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Installing Public Self-Registration Module

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Before you begin

The Public Self-Registration module ships as a separate module supported on Case Management Studio. Once installation and setup are complete, the Public Self-Registration module allows public users to create their own user account from the public portal, and then log in to the My Cases site to view and follow up on the cases they have created.

To install the Public Self-Registration module, complete the following steps:

  1. Download the software package.
  2. Create database objects.
  3. Import the application.

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

Prerequisites

Before installing the Public Self-Registration module, you must install and incorporate the following modules with the Case Management Studio Base application:

System requirements

This section details the minimum requirements your system must meet to run the Public Self-Registration module.

  • Appian version 25.2 or greater.
  • An Appian Cloud environment with the premium platform tier.
  • 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 Public Self-Registration module is to download the software package that contains the following files, which you will use in the remaining set-up steps.

  • 01.SelfRegistrationModulev2.1.0.sql
  • SelfRegistrationModulev2.1.0.zip
  • SelfRegistrationModulev2.1.0.properties

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 Public Self-Registration and agree to the License Agreement.
  5. Click Public Self-Registration to download the ZIP file.
  6. Unzip SelfRegistrationModulev2.1.0.zip to access the installation files.

Step 2: Create database objects

To create the database tables that are a part of the Public Self-Registration module in your MariaDB business database, you need to import and run the 01.SelfRegistrationModulev2.1.0.sql file 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 SelfRegistrationModulev2.1.0.zip file that was downloaded in Step 1.
  5. Click the Include related import customization file checkbox.
  6. Click UPLOAD and select the SelfRegistrationModulev2.1.0.properties properties file downloaded in Step 1..
  7. Click INSPECT to ensure that there will be no complications on import.
  8. Click IMPORT.
  9. Review the import results to verify the following CMGT Add-On - Self Registration (CMGT_SELF) application container was imported.

Next steps

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

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