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Getting Started

  • SAP LeanIX Overview
  • SAP LeanIX for Enterprise Architects
    • Getting Data into Your Workspace
    • Use Cases
  • SAP LeanIX for Application and Business Owners
  • Navigating SAP LeanIX
  • SAP LeanIX Resources
  • FAQs

Meta Model

  • Meta Model
    • Delta to Meta Model v3
    • Configure Workspace for Meta Model v4
    • AI Governance Extension to the Meta Model
    • Digital Operational Resilience Act (DORA) Extension to the Meta Model
  • General Modeling Guidelines
  • Fact Sheet Modeling Guidelines
    • Application Modeling Guidelines
      • Deployment Modeling Guidelines
      • Microservice Modeling Guidelines
    • Business Capability Modeling Guidelines
    • Business Context Modeling Guidelines
      • ESG Capability Modeling Guidelines
    • Data Object Modeling Guidelines
    • Initiative Modeling Guidelines
    • Interface Modeling Guidelines
    • IT Component Modeling Guidelines
    • Objective Modeling Guidelines
    • Organization Modeling Guidelines
    • Platform Modeling Guidelines
    • Provider Modeling Guidelines
    • Tech Category Modeling Guidelines
  • Modeling Best Practices
    • SAP Modeling Best Practices
      • Modeling SAP Cloud Solutions
      • Modeling SAP S/4HANA
      • Modeling SAP BTP
      • Modeling SAP Interfaces and External Partners
      • Modeling SAP ERP 6.0
    • Microsoft Applications Modeling Best Practices
    • Google Cloud Platform Modeling Best Practices
    • Salesforce Applications Modeling Best Practices
    • AWS Applications Modeling Best Practices

Use Cases and Methodologies

  • Application Portfolio Assessment
    • Step 1. Define Scope
    • Step 2. Enrich Data
    • Step 3. Assess Application Portfolio and Next Steps
    • Example: Cloud Migration Assessment
  • Application Rationalization
    • Step 1. Understand your IT and business strategy
    • Step 2. Scope Applications
    • Step 3. Enrich Data
    • Step 4. Evaluate Data
    • Step 5. Create a Roadmap
    • Step 6. Start the Initiative
    • Step 7. Track and Report
  • Application Modernization
    • Step 1. Identify goals & scope Applications
    • Step 2. Plan Transformation Roadmap
    • Step 3. Create Transformations
    • Step 4: Evaluate your Target architecture
    • Step 5: Execute, Track, and Report your Transformation
  • ERP Transformation
    • Phase 0. Foundation: Transformation Strategy and Setup
    • Phase 1. Discover: Achieve Architecture Transparency
    • Phase 2. Prepare the Transformation
    • Phase 3. Explore: Define the To-Be Architecture
    • Phase 4. Realize, Deploy & Run: Execute Transformations and Continuously Monitor Progress
  • Obsolescence Risk Management
    • Step 1: Bring Software Assets Information to SAP LeanIX
    • Step 2: Enrich Data
    • Step 3: Discover and Prioritize Technology Obsolescence Risks
    • Step 4: Plan and Manage Risk Mitigation Initiatives
    • Step 5: Monitor, Measure, and Report Risk Mitigation Efforts
    • Advanced Practices
  • AI Governance and Adoption
    • Step 1: Collect Initial Information
    • Step 2: Assess AI Potential
    • Step 3: Evaluate AI-Related Risks
    • Step 4: Standardize AI Usage
    • Step 5: Plan AI-Related Transformations
  • Portfolio Assessment Methodologies
    • Gartner® TIME Framework
    • 6R Framework
    • Pace Layering Framework

User Guide

  • User Guide
  • Dashboards
    • Dashboard Modeling
    • Application Portfolio Management Dashboard
    • Fact Sheet Owner Onboarding Dashboard
    • Application Portfolio Management Onboarding Dashboard for Enterprise Architects
      • Onboarding Guide for SAP LeanIX Application Portfolio Management
  • Inventory
    • Fact Sheets
    • Creating Fact Sheets
    • Adding and Editing Data in Fact Sheets
    • Collaborating and Managing Data in Fact Sheets
    • Importing Fact Sheet Data Through Excel File
    • Exporting Fact Sheet Data as Excel File
    • Increasing Your Data Quality
      • Fact Sheet Completeness
      • Fact Sheet Subscription
      • Quality Seal
      • Mandatory Attributes
    • Searching and Filtering in the Inventory
      • Advanced Filter Options
      • Strict Filtering
    • Tags
    • Archiving, Deleting and Recovering Fact Sheets
  • Reports
    • Using Reports
    • Report Views
      • Views Aggregation
    • Landscape Report
    • Matrix Report
    • Portfolio Report
    • Roadmap Report
    • Radar Report
    • Circle Map Report
    • Other Reports
    • Custom Report: Workspace Best Practice
    • Cost Management
    • Embedding a Report in SharePoint
  • Diagrams
    • Free Draw
    • Data Flow
    • Export and Import Diagrams
    • Fact Sheet Shape Templates
    • SAP BTP Reference Architecture Templates
    • Lucidchart Integration
  • Presentations
  • Collaboration
    • Surveys
      • Creating a Survey
      • Sending Out the Surveys
      • Responding to Surveys
      • Managing Surveys and Viewing Results
      • Extended Guide on Survey Features
      • Calculated Fields in Surveys
    • To-Dos
  • AI Capabilities
    • Base AI Capabilities
    • Inventory Builder
    • Joule in SAP LeanIX
  • Workspace Views
  • Notifications
  • User Profile

Additional Products

  • SAP LeanIX Technology Risk and Compliance
    • Obsolescence Risk Management Capabilities
      • Technology Obsolescence Risk Statuses and Views in Reports
      • Obsolescence Risk Management Dashboard
      • Tutorial: Managing IT Risks Associated with Data Center and Server Locations
      • Vendor Lifecycle Fields Transition Best Practices
    • Technology Standards Management Capabilities
      • Self-Built Software Discovery
  • SAP LeanIX Architecture and Road Map Planning
    • Getting Started with SAP LeanIX Architecture and Road Map Planning
    • Architecture Decisions
      • Architecture Decision Templates
    • Milestones
    • Transformations
      • Creating Custom Transformation Templates
      • Planning Transformations for SAP Solutions
    • Impacts
    • Reports and Roadmaps
    • Transition from Transformation Items/Project Fact Sheet to Initiative

Administration

  • Administrator Guide
  • Workspace Administration
    • Workspace Settings Overview
    • Production and Sandbox Workspaces
    • Monitoring the Usage and Adoption of SAP LeanIX
    • Password Rules
  • Basic Settings
    • Branding Settings
    • General Settings
    • Meta Model Configuration
      • Fact Sheet Fields
      • Fact Sheet Relations
      • Fact Sheet Permissions
      • Conditional Attributes
      • Fact Sheet Subtype Management
      • Custom Fact Sheet Types
      • Fact Sheet Order and Colors
    • Subscription Roles
    • Tagging
    • Dashboards Settings
  • Advanced Settings
    • Automations
      • Automations Best Practices
    • Calculations
      • Calculation Examples
    • Collections
    • Export
    • KPIs
      • Advanced Mode for Configurable KPIs
    • Metrics
    • Notifications Center
    • Portals
      • Portal FAQs
      • Portal: Parameterized Links
    • Downloading Reports from the SAP LeanIX Store
    • To-Dos (Administration)
    • Transformations (Administration)
    • Workspace Views Configuration

User and Access Management

  • Managing Users
    • Users Overview
    • User Roles and Permissions
    • Authorization Model
  • Single Sign-On (SSO)
    • Configuring SSO with Okta
    • Configuring SSO with Microsoft Entra ID
    • Configuring SSO with PingOne
    • Configuring SSO with OneLogin
    • Configuring SSO with Active Directory Federation Services
  • SCIM Provisioning
    • Access Tokens Required for SCIM
    • Configuring SCIM in Okta
    • Configuring SCIM in Microsoft Entra ID
  • Virtual Workspaces
    • Virtual Workspaces Configuration

Discovery and Integrations

  • Discovery and Integrations
  • Reference Catalog
    • Business Capabilities in the Reference Catalog
    • Applications in the Reference Catalog
    • IT Components in the Reference Catalog
    • Tech Categories in the Reference Catalog
    • Reference Catalog: Best Practices
    • Reference Catalog: Provider Tiers, Response Times, and FAQs
  • SaaS Discovery
    • SaaS Discovery Inbox
    • Microsoft Defender for Cloud Apps (MDCA) Integration for SaaS Discovery
    • Microsoft Entra ID Integration for SaaS Discovery
    • Netskope Integration for SaaS Discovery
    • Okta Integration for SaaS Discovery
    • Zscaler Integration for SaaS Discovery
  • SAP Landscape Discovery
    • Configuring SAP Landscape Discovery
    • SAP Landscape Discovery Inbox
  • Self-Built Software Discovery
    • Workspace Setup for Self-Built Software Discovery
    • GitHub Enterprise Server Integration
      • SBOM Discovery from Build Artifacts
    • Microservice Discovery in Your CI/CD Pipeline
      • Configuring Your CI/CD Pipeline
    • Manifest File and Schema
    • Software Bill of Materials (SBOM)
      • Generating SBOMs
      • SBOM Explorer
    • Tech Stack Discovery from SBOMs
  • SAP Cloud ALM Integration For Managing Projects
    • Configuring SAP Cloud ALM Integration For Managing Projects
    • Synchronizing Projects Between SAP Cloud ALM and SAP LeanIX
  • SAP Signavio Integration
    • Configuring the Integration
    • Mapping SAP Signavio Processes to Fact Sheets
    • Mapping Fact Sheets and Dictionary Items
    • Best Practices and Tutorials
    • Advanced Configuration
  • ServiceNow Integration
    • Setup in ServiceNow
    • Setup in SAP LeanIX
      • Aggregation and Linkage of Software Records
      • Matching Rules
      • Relations Between Applications and Hardware/Software Items
    • Advanced Configuration
    • ServiceNow Integration FAQs
  • Apptio Integration
    • Apptio Technical Overview
    • Setup in Apptio
    • Configuration of the Apptio Connector
  • Collibra Integration
    • Configuring Collibra Integration
    • Conceptual Data Layer Mapping from Collibra to SAP LeanIX
    • Fact Sheet Mapping from SAP LeanIX to Collibra
    • Relation Mapping from SAP LeanIX to Collibra
    • Supported Field Types for Conceptual Data Layer Mapping
    • Supported Field Types for Fact Sheet Mapping
  • Confluence Integration
  • Jira Software Integration
  • SAP LeanIX App for Microsoft Teams
  • OData Integration
    • Setting Up the OData Integration with Business Intelligence Tools
    • OData Integration Update: Translation Corrections (May 26, 2025)
  • LeanIX Adapter for SAP Integration Suite
  • Synchronization Logging

Additional Resources

  • Additional Resources
    • Data Privacy Statement: SAP LeanIX Workspace
    • Cookies and Local Storage Policy: SAP LeanIX Workspace
    • SAP LeanIX Applications Terms and Conditions (Microsoft Teams)
    • Geo-Blocking
    • Data Quality Control Mechanisms
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Administration Overview

Learn how to configure a LeanIX workspace as an administrator

Suggest Edits

In the following, the different options for a LeanIX administrator to configure a workspace are explained step-by-step.

  • Branding
  • General
  • Meta Model Configuration
  • Subscription Roles
  • Tagging
  • Service Health
  • Export
  • Integrations
  • Password Rules
  • Create and Manage your own API Tokens
  • LeanIX Store
  • Configure LeanIX Email Notifications

Updated over 1 year ago