> For the complete documentation index, see [llms.txt](https://docs.ins-pi.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ins-pi.com/command/get-the-app/installation.md).

# Installation & Setup

How a ServiceNow administrator entitles, installs and sets up YouDesign Command on an instance, and checks that it works.

{% hint style="info" %}
You need the **admin** role on each instance, and a ServiceNow Store (HI) account to entitle the app.
{% endhint %}

YouDesign Command is a ServiceNow application installed from the ServiceNow Store. Installing it takes about 10 to 15 minutes per instance. Install it on your non-production instances first (sandbox, development, test), then on production.

| Step                                         | Who                             | Where              |
| -------------------------------------------- | ------------------------------- | ------------------ |
| 1. [Entitle the app](#entitle-the-app)       | Your company's HI administrator | ServiceNow Store   |
| 2. [Install it](#install-it)                 | ServiceNow administrator        | Each instance      |
| 3. [Give people access](#give-people-access) | ServiceNow administrator        | Each instance      |
| 4. [Set up the portal](#set-up-the-portal)   | Command administrator           | The Command portal |
| 5. [Check it worked](#check-it-worked)       | ServiceNow administrator        | The browser        |

## Before you start

* Command works on the CMDB tables your instance already has, such as **Business Application** (`cmdb_ci_business_app`), **Business Capability** (`cmdb_ci_business_capability`) and **Information Object** (`cmdb_ci_information_object`). No extra plugin is required.
* For the ServiceNow releases supported, see the app's ServiceNow Store listing.
* The **Models Board** content type needs the companion app YouDesign Models (`x_inpi_yd`). Without it, Models Board is shown but cannot be created.
* On-premise customers follow [ServiceNow's on-premise instructions](https://store.servicenow.com/sn_appstore_store.do#!/store/help?article=KB0030222).

## Entitle the app

Do this once on the Store, for all your instances.

1. Open the YouDesign Command page on the ServiceNow Store and sign in with your HI account.
2. Click **Complete Purchase** and review the contract details.
3. Accept the **Site Terms of Use** and click **Complete Purchase**.

The app can now be installed on your instances.

## Install it

1. Sign in to the instance.
2. Open **System Applications > All Available Applications > All**.
3. Search for **YouDesign Command** and click **Install**.
4. In the window that opens, select **Load demo data** if you want the sample data that comes with Command, for example on a sandbox or demo instance.
5. Click **Install**.

To keep the app current, see [Updating](/command/get-the-app/updating.md).

## Give people access

Command uses ServiceNow roles for what people may read and change. Assign them to groups rather than to individual users.

| Role                            | Technical name                     | Lets a person                                                     |
| ------------------------------- | ---------------------------------- | ----------------------------------------------------------------- |
| **Command Reader**              | `x_inpgh_upmx.reader`              | Open Command and read content and records.                        |
| **Command Editor**              | `x_inpgh_upmx.editor`              | Create and change content and records, including planned changes. |
| **Command Admin**               | `x_inpgh_upmx.admin`               | Configure Command in **Global Settings**.                         |
| **Command Relationship Reader** | `x_inpgh_upmx.relationship_reader` | See the relationship view embedded in ServiceNow forms.           |
| **Command Relationship Editor** | `x_inpgh_upmx.relationship_editor` | Add, change and remove relationships.                             |
| **Command Data Quality Admin**  | `x_inpgh_upmx.dq_admin`            | Verify data quality fields on all records.                        |
| **Command Report Reader**       | `x_inpgh_upmx.report_reader`       | Read reports.                                                     |

ServiceNow administrators (**admin**) can always configure Command. Record access still follows your instance's access rules. See [Roles & Groups](/command/prior-v26.0/configuration/roles-groups.md).

## Set up the portal

Every user needs a persona, which decides what they can create and which views they see. A person without one sees an empty create menu and an empty left rail. Before inviting users, a Command administrator:

1. Opens the portal and checks the personas in **Global Settings > Persona**, adjusting them or creating new ones for your teams. See [Personas](/command/the-portal/personas.md).
2. Builds the shared folder tree in **Global Settings > Portfolio**, so users have tables and dashboards to start from.

See [Global Settings](/command/administration/global-settings.md) for every section.

## Check it worked

1. Open `https://<your-instance>.service-now.com/x_inpgh_upmx_cm_app.do` while signed in.
2. The page title is **YouDesign Command** and you land on **Home**, headed *Welcome back,* .
3. Click **Open menu** (☰). The bottom of the menu shows **YouDesign Command V**, matching the version you installed. As an administrator you also see **Global Settings** there.

Then share the portal link with your users. They can start with [First steps](/command/getting-started/first-steps.md). The **YouDesign Command** module in the ServiceNow navigator opens the portal too.

## Scheduled jobs

Command installs scheduled jobs that keep data quality, lifecycles, approvals and notifications current. Review them after installing, and tune or deactivate any that your organisation does not use.

| Job                                                                                         | Runs             | What it does                                                                                                                              |
| ------------------------------------------------------------------------------------------- | ---------------- | ----------------------------------------------------------------------------------------------------------------------------------------- |
| `Command Approvals - Timeout Sweep`                                                         | Every 15 minutes | Moves on approvals that have passed their deadline.                                                                                       |
| `CM - Notification sweep`                                                                   | Daily, 03:00     | Removes old notifications. The age limit is the property `x_inpgh_upmx.cm.notification_retention_days` (90 days; `0` keeps them forever). |
| `DG - Detection sweep`, `DG - Scheduled recompute`, `DG - Steward digest`                   | Daily            | Recalculate Data Governance results and send stewards their digest.                                                                       |
| `DG - Escalate Overdue Gaps`                                                                | Every 4 hours    | Escalates data gaps past their due date.                                                                                                  |
| `DG - Recompute-job`                                                                        | Weekly           | Full Data Governance recalculation.                                                                                                       |
| `YCM - LC Record State - drift sweep`, `PERIODIC: YCM LC Purge expired lc_idempotency keys` | Daily            | Keep lifecycle states consistent.                                                                                                         |
| `AG - Escalate Obligations`, `AG - Generate ARB Meetings`                                   | Daily            | Architecture Governance follow-ups and review board meetings.                                                                             |
| `AG - Sweep Standards Conformance`, `AG - Sweep Estate Deviations`                          | Weekly           | Do nothing until switched on in **Global Settings > Architecture Governance > Automation**.                                               |

{% hint style="warning" %}
**Classic jobs.** These jobs belong to the classic Data Quality and Lifecycle features: `PERIODIC: YCM DQ Update Data Quality When Scope Changes`, `PERIODIC: YCM DQ Create Data Quality from Recently Created Scoped Fields`, `PERIODIC: YCM DQ Update Data Quality for Recently Created/Updated CIs` and `PERIODIC: YCM LC Set Lifecycle Stage on Definition Change`. They only process records marked for them, so they finish quickly when unused, but review them for your data volume. Leave `IGNORE: YCM DQ Create Data Quality for CIs Created in Last 15 Minutes` inactive.
{% endhint %}

## Good to know

* **After an update, users reload the page.** A tab left open across an update shows *Command was updated … Reload the page to continue.*
* **Session timeout.** Command warns before the ServiceNow session expires and lets people sign in again without losing their tabs. It follows `glide.ui.session_timeout`.
* **Sign-in pages that refuse framing.** Command recovers an expired session through the page `x_inpgh_upmx_cm_token.do`. Keep it reachable; if your identity provider refuses to be framed, Command reloads and restores the tabs instead.

## Related

* [Updating](/command/get-the-app/updating.md)
* [Global Settings](/command/administration/global-settings.md)
* [Roles & Groups](/command/prior-v26.0/configuration/roles-groups.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.ins-pi.com/command/get-the-app/installation.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.