Installation & Setup

This guide walks ServiceNow administrators through getting the ins-pi applications from the ServiceNow Store, installing it on an instance, and assigning the right roles to users.

Before you begin

You need:

• a Now Support (HI) account linked to your organization

• the admin role on the target ServiceNow instance

• network access to store.servicenow.com from your browser

If you do not have a Now Support account, ask your organization's Customer Administrator to add your email address to the company's Now Support profile.

Step 1 -- Find the app on the ServiceNow Store

1. Go to store.servicenow.com

2. Use the search bar to search for for any ins-pi application e.g. YouDesign Blueprints

3. Select the app from the results to open the product page

Tip: You can also filter the Store by provider, release version, category, or price using the left-side filter panel.

Step 2 -- Request the app

On the product page:

1. Click the Request App button on the right side of the page

2. The request is sent to the app vendor for review

3. You receive an approval notification email, typically within one business day

What happens behind the scenes: The vendor reviews the request and confirms your organization's access. This is a one-time step per organization.

Step 3 -- Get the app entitlement

After your request is approved:

1. Return to the application e.g. YouDesign Blueprints product page on the ServiceNow Store

2. The button now shows Get instead of Request App

3. Click Get

4. A dialog appears asking you to choose an entitlement scope:

   • All instances -- entitles every ServiceNow instance in your organization (recommended)

   • Selected instances -- entitles only the instances you choose

5. Click OK to confirm

6. Accept the ServiceNow Store agreement if prompted

Step 4 -- Install on your ServiceNow instance

1. Log in to your target ServiceNow instance with admin credentials

2. Navigate to System Applications > All Available Applications > All

3. Search for the application e.g. YouDesign Blueprints

4. Click Install

The app installs automatically. Once complete, it is ready to configure.

Tip for newer instances (Vancouver+): You can also use the Application Manager inside Admin Center for a consolidated view of all available and installed apps.

Step 5 -- Verify the installation

After installation, confirm that:

• The application module is accessible under its scoped route

• The scoped application tables are present (e.g. x_inpi_ydbp_templates, x_inpi_ydbp_blueprints)

• The Scripted REST API endpoints are active under e.g. /api/x_inpi_ydbp/

Step 6 -- Assign roles to users

Assign roles to a group (recommended)

Assigning roles to groups is more scalable and easier to audit than assigning to individual users.

1. Navigate to User Administration > Groups

2. Select the target group or create a new one

3. Open the group record

4. Scroll to the Roles related list tab

5. Click Edit

6. In the Collection list, search for the application scope e.g. x_inpi_ydbp

7. Select the appropriate role and move it to the Roles list using the arrow button

8. Click Save, then Update the group record

Any user added to this group automatically inherits the assigned roles.

Assign a role to an individual user

1. Navigate to User Administration > Users

2. Search for and open the user record

3. Scroll to the Roles related list tab

4. Click Edit

5. Search for roles starting with the application scope e.g. x_inpi_ydbp

6. Select the role and move it to the Roles list

7. Click Save, then Update the user record

Updating the app

When a new version of ins-pi applications e.g. YouDesign Blueprints is available:

1. You receive a notification email from the ServiceNow Store

2. Log in to your instance as admin

3. Navigate to System Applications > All Available Applications > All

4. Find YouDesign Blueprints and click Update

Tip: Always test updates on a sub-production instance before applying them to production.

Troubleshooting

Issue	What to check
App not visible in All Available Applications	Confirm the entitlement was completed on the Store and that you are logged in as admin
Users cannot see the app	Confirm at least one x_inpi_ydbp role is assigned to the user or their group
Install button is greyed out	Check that you have the admin role and that your instance is entitled
Users see wrong actions	Review the role assignment -- missing or extra permissions usually explain UI differences