Installing Procurement AI Copilot

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This content applies solely to Contract Writing, 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.

Installation overview for Procurement AI Copilot

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 four steps:

Step 1: Download the Procurement AI Copilot software package.
Step 2: Deploy plug-ins for Procurement AI Copilot.
Step 3: Create the database objects for Procurement AI Copilot.
Step 4: Import the Procurement AI Copilot application.

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 for Procurement AI Copilot to make sure all minimum requirements are met.

System requirements for Procurement AI Copilot

Appian platform running version 26.6 or greater.
A supported business data source.
A supported web browser.

Step 1: Download the Procurement AI Copilot software package

The first step in installing Procurement AI Copilot is to download the software package that contains the following files:

scripts/01.AiCopilot1.9.0.sql: SQL script for creating the database objects needed for the Procurement AI Copilot 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 Procurement AI Copilot software package:

In My Appian, navigate to the SUPPORT tab.
Select DOWNLOADS and then SOLUTIONS.
Click Procurement AI Copilot 26.6.1.9.0.
Under Downloads, click Procurement AI Copilot Components and agree to the License Agreement.
Click Procurement AI Copilot Components to download the ZIP file.
Unzip AiCopilot1.9.0.zip to access the installation files.

Step 2: Deploy plug-ins for Procurement AI Copilot

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 in an Appian Cloud environment for Procurement AI Copilot:

In the target environment, sign in as the deployment user.
Navigate to the Admin Console and click Plug-ins.
Click ADD PLUG-INS.
Search for and select Appian Solutions Plugin.
Click DEPLOY.
Repeat the search and deploy steps for the remaining plug-ins:
- Appian Regular Expression Functions
- Appian Solutions Plugin
- Content Tools

Step 3: Create the database objects for Procurement AI Copilot

Procurement AI Copilot requires database tables, views, and other objects in the business data source. Create these objects by running the provided DDL script.

To create the Procurement AI Copilot database objects:

In your database, run the AiCopilot1.9.0.sql Data Definition Language (DDL) file from the downloaded software package.

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 Procurement AI Copilot application

After creating the database objects, import the Procurement AI Copilot application files into the target environment.

To import the Procurement AI Copilot application:

In the target environment, sign in as the deployment user.
Go to Appian Designer.
Click IMPORT.
Click UPLOAD and select the AiCopilot1.9.0.zip file from the downloaded software package.
Select Include related import customization file and click UPLOAD. Select the AiCopilot1.9.0.properties file from the downloaded software package.

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

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.

Click IMPORT.

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

Review the import results to confirm the Procurement AI Copilot 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.

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:

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

Next steps for Procurement AI Copilot

After installing Procurement AI Copilot, follow the steps in Setting Up Procurement AI Copilot to configure the module for use with Contract Writing.

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