Install PPM Collaboration

Install the PPM Collaboration (sn_ppm_collab) application from ServiceNow Store.

Before you begin

• Complete the following setup checklist for a smooth installation and configuration.
  Note:

  If you are enabling collaboration with Slack, the Slack spoke v2 plugin must be activated. If you are enabling collaboration with Microsoft Teams, the Microsoft Teams Graph and Microsoft Azure AD spokes must be activated. Collaboration cannot be enabled for both Slack and Microsoft Teams for the same project.

  Table 1. Setup checklist

  Setup tasks	Description
  Verify that the PPM Standard (com.snc.financial_planning_pmo) plugin is activated.	Navigate to All > Subscription Management > Subscriptions in your instance. The list displays the subscriptions that your organization has purchased.
  Verify that the Slack spoke v2 (sn_slack_ah_v2) plugin is activated, for collaboration with Slack.	Navigate to All > Subscription Management > Subscriptions in your instance. The list displays the subscriptions that your organization has purchased.
  Verify that the Microsoft Teams Graph spoke (sn_msteams_ahv2) plugin is activated, for collaboration with Microsoft Teams.	Navigate to All > Subscription Management > Subscriptions in your instance. The list displays the subscriptions that your organization has purchased.
  Verify that the Microsoft Azure AD spoke (com.sn.azure_ad.spoke) plugin is activated, for collaboration with Microsoft Teams.	Navigate to All > Subscription Management > Subscriptions in your instance. The list displays the subscriptions that your organization has purchased.

  Note:

  Activation of the PPM Standard, Microsoft Teams, and Slack spoke plugins on production instances may require separate licenses. Contact ServiceNow Customer Support for details.
• Ensure that the PPM Collaboration application and all of its associated store applications have valid ServiceNow entitlements. For more information, see Get entitlement for a ServiceNow product or application.

Role required: admin

Procedure

1. Navigate to the ServiceNow Store.
2. In the ServiceNow Store, search for PPM Collaboration.
3. Select the application tile.
   You can view detailed information about the application. Consider reading the Other Requirements and Dependencies sections, as applicable.
4. Select Get and enter your Now Support login credentials.
5. Select Request Install.
6. In the Instance Name field, enter your details and select Validate Instance.
7. In the Reason for the Instance field, enter your details and select Request.
   You receive an email with detailed installation instructions.
8. Log in to the instance on which you want to install the PPM Collaboration application.
9. Select System Applications > All Available Applications > All.
10. Locate the application using the filter criteria and search bar, select it, and select Install.

Result

The following components are installed with installation of the application:

• Roles
• Tables

For more information, see Components installed with PPM Collaboration.

What to do next

Setting up PPM collaboration for Slack.