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1. JAM Session2. Pre-requisites3. Installation
Before you install UPM·X and/or Designer from the ServiceNow store, we recommend to setup a 90 minutes jam session with the ins·pi experts by contacting info@ins-pi.com. The JAM session is an interactive session where you will learn the fundamentals and have the opportunity to ask questions.
ATTACHEMENT FILE SIZE
Before you start the trial installation of UPM·X or Designer, please ensure that the property com.glide.attachment.max_size is set to >500 MB. See System Properties > Security > Maximum file attachment size in megabytes.


USER GUIDE PLUGIN
It is recommended that the user guide plugin com.glide.user_guide is activated to enable the app‘s internal help file and documentation.

CREDENTIALS
The ServiceNow HI-Account is required to request the app(s) from the ServiceNow store (see step 3. Installation). System Admin rights are required for installation.

REQUEST TRIAL INSTALLATION
• Go to the ServiceNow Store and search for the app(s) or just use the quick links
UPM·X    Designer

• Login by using your HI-Account and click the Request Trial button for each of the apps.
• After ins·pi‘s approval you will receive a notication.
• Go back to the ServiceNow Store and click the Try button and select the instance, where you want to install the apps.

INSTALL APP(S) ON SERVICENOW
The app(s) will be available on your non-productive ServiceNow instance.
See System Applications > Applications > Downloads. Click the Install button.

ACCESS RIGHTS
To access Designer, one of the following roles need to be assigned to users:
x_inpgh_des.adminallows configuration of global templates and styling 
x_inpgh_des.userallows creating and editing Designer diagrams
x_inpgh_des.reader – allows read-only view of Designer diagrams
x_inpgh_des.commit – allows committing elements & relationships

To access UPM·X, one of the following roles need to be assigned to users:
x_inpgh_upmx.admin – allows full access and configuration of UPM·X
x_inpgh_upmx.editor – allows creating and editing of UPM·X portfolio elements 
x_inpgh_upmx.reader – allows read-only view of UPM·X data