Installation & Setup

Installation and Setup

You are the admin installing the YouDesign Models application on a ServiceNow instance for the first time. This takes six steps. All of them happen inside ServiceNow. Everything stays inside your ServiceNow instance, and you don't need any new infrastructure.

Native ServiceNow application. All runtime, all data, all APIs stay inside your instance under the exclusive scope x_inpi_yd.

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

• a procured YouDesign Models license, with entitlement received from ServiceNow

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

Always install on non-production first. Run your initial install on a sandbox, development, test, training, or pre-production instance before promoting to production.

Step 1: Find the app on the ServiceNow Store

1. Go to the YouDesign Models product page on the ServiceNow Store

2. Or, from store.servicenow.com, search for YouDesign Models and open the listing

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

Step 2: Complete entitlement

On the YouDesign Models product page:

1. Log in with your HI credentials

2. Click Complete Purchase

3. Accept the Site Terms of Use by checking the box

4. Click Complete Purchase again to confirm

YouDesign Models is now entitled for installation on your organization's ServiceNow instances.

Commercial on-premise customers: If you run ServiceNow on-premise, follow the ServiceNow Store on-premise installation instructions instead of the standard flow.

Step 3: 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 YouDesign Models

4. Ensure the Load demo data checkbox is selected to install with sample boards, shapes, and indicators

5. Click Install

6. In the installation pop-up, click Install to confirm

The app installs hands-free and typically completes in 10–15 minutes.

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 4: Verify the installation

After installation, confirm that:

• The application module is accessible under its scoped route

• The scoped application tables are present under the x_inpi_yd scope (e.g. x_inpi_yd_board, x_inpi_yd_shape, x_inpi_yd_realtime_indicator)

• Default board types, shape categories, and import mappings are populated (if you installed with demo data)

• The Scripted REST API endpoints are active under /api/x_inpi_yd/

Step 5: Assign roles to users

YouDesign Models uses three scoped roles:

The Admin role is pivotal: only admins can create Teamspaces, and Teamspaces are the container that gives Editors and Viewers access to boards.

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 x_inpi_yd

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 x_inpi_yd

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

7. Click Save, then Update the user record

Step 6: Create your first Teamspace

Boards live inside Teamspaces. Until at least one Teamspace exists, Editors and Viewers have nowhere to work.

1. Sign in as a user with the YouDesign Models Admin role

2. Open YouDesign Models from the application navigator

3. Create a Teamspace and add the relevant Editor and Viewer groups or users

Editors assigned to the Teamspace can now create boards. Viewers assigned to the Teamspace can open them in read-only mode.

Role assignment best practices

For a detailed breakdown of what each role can do, see Access Rights and Roles.

Post-installation checklist

Use this checklist to confirm a successful setup:

• App is installed and accessible on the instance

• At least one user has the YouDesign Models Admin role

• At least one Teamspace exists for Editors and Viewers to work in

• Editors can create and save a test board inside a Teamspace

• Viewers can open shared boards in read-only mode

• Default shapes and Realtime Indicators are visible on the canvas (if installed with demo data)

• Import mappings work end-to-end on a sample dataset

Updating the app

When a new version of YouDesign Models 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 Models and click Update

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

The update behavior of every YouDesign Models table is documented in the Installation content reference below. Tables marked New Install and Upgrades are overwritten with each release.

Troubleshooting

Installation content reference

YouDesign Models uses the exclusive scope x_inpi_yd, ensuring all tables remain distinct and do not conflict with existing ServiceNow or third-party tables.

ServiceNow facilitates three installation options that determine how each table behaves on install and on upgrade:

• New Install and Upgrades — installs new content and overwrites existing data with each upgrade, maintaining the latest version. Customer changes are not retained.

• New Install — content installs only during initial setup. Subsequent upgrades do not modify pre-existing content. Customer changes are preserved.

• New Install with Demo Data — content installs only when Load demo data is selected during installation.

Installation tables reference

For architecture and data handling details, see ServiceNow Administration and Security and Data Handling.

Table Name	Display Label	Installation Option	Comments
x_inpi_yd_board	Board	n/a	No content provided
x_inpi_yd_board_content	Board Content	n/a	No content provided
x_inpi_yd_board_lifecycle	Board Lifecycle	New Install	Default board lifecycle phases
x_inpi_yd_board_realtime_indicator	Board Realtime Indicator	n/a	No content provided
x_inpi_yd_board_scope	Board Scope	n/a	No content provided
x_inpi_yd_board_stage	Board Stage	New Install	Introduced with May 2024 Release
x_inpi_yd_board_type	Board Type	New Install	Default board types provided
x_inpi_yd_board_version	Board Version	n/a	No content provided
x_inpi_yd_filter	Filter	New Install	Introduced with March 2024 Release
x_inpi_yd_folder	Folder	n/a	No content provided
x_inpi_yd_mapping	Mapping	New Install	Default import mappings provided
x_inpi_yd_realtime_indicator	Realtime Indicator	New Install	Example Realtime Indicators provided; contact ins-pi for latest set
x_inpi_yd_realtime_indicator_shape	Realtime Indicator Shape	New Install and Upgrades	YouDesign Models system table; customer changes not allowed
x_inpi_yd_realtime_indicator_value	Realtime Indicator Value	n/a	No content provided
x_inpi_yd_shape	Shape	New Install	Default shapes provided; contact ins-pi for latest set
x_inpi_yd_shape_category	Shape Category	New Install	Default shape categories provided; contact ins-pi for latest set
x_inpi_yd_shape_field	Shape Field	n/a	No content provided
x_inpi_yd_shape_relationship	Shape Relationship	n/a	No content provided
x_inpi_yd_visualization	Visualization	New Install and Upgrades	YouDesign Models system table; customer changes not allowed

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_yd role is assigned to the user or their group
Users see the app but cannot find any boards	Confirm they have been added to a Teamspace by a YouDesign Models Admin
Install button is greyed out	Check that you have the admin role and that your instance is entitled
Default shapes or indicators are missing	Reinstall with Load demo data selected, or contact ins-pi for the latest content
Users see wrong actions	Review the role assignment. Missing or extra permissions usually explain UI differences

Practice	Why it matters
Assign roles to groups, not individuals	Easier to manage, audit, and scale as your team grows
Follow least-privilege	Only give users the minimum role needed for their job
Start with Viewer	For users who only need to review boards, Viewer is the safest starting point
Limit the Admin role	Admins can create and configure Teamspaces. Keep this role to a small, defined group

Role	Technical name	Purpose
YouDesign Models Admin	x_inpi_yd.admin	Create Teamspaces and manage global settings
YouDesign Models Editor	x_inpi_yd.editor	Create and edit boards within Teamspaces they belong to
YouDesign Models Viewer	x_inpi_yd.viewer	Review shared boards in read-only mode