KB-2175 How to update self-managed installation records

Purpose

Forum provides customers the ability to create a record of their self-managed installations through the Installation Record. This allows the customer and Appian Support to better track each environment, its details, as well as the related support cases efficiently. 

Note: The Installation Record(s) are a very important piece of information when creating a support case and filling out the Installation Details > Appian Installation section.

Instructions

Pre-Requisites

In order to update your organization's Installations, you must be an existing Support Contact. KB-2157 outlines the steps to updating your support contacts.

A) Adding a New Installation

1. Navigate to My Appian and click on Support > Accounts.
2. Click on [Your Company]
3. Click the Installations tab.
4. Click the Add New Installation related Action.
5. Complete the information for your installation. 
   1. Note that we advise adding an identifiable naming convention as part of the Installation Name. (e.g, ACME Corp (Prod 1))
   2. If the drilldown option for each field does not apply, fill in the relevant information in the Other text field.
6. Click Add Installation button to submit the form.

B) Editing an Existing Installation

1. Click on an existing Installation record from the grid.
2. Click the Update Installation related Action.
3. Update the installation information and click Save Updates.

Affected Versions

This article applies to all versions of Appian.

Last Reviewed: March 2021