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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
  • 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
    • Example: Cloud Migration Assessment
      • Step 1. Understand Your Strategy
      • Step 2. Scope Applications
      • Step 3. Define Criteria
      • Step 4. Gather Data
      • Step 5. Evaluate Data
      • Step 6. Create Roadmap
      • Step 7. Start the Migration
      • Step 8. Track and Report
  • 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
  • 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
      • Creating an Automation with a Webhook Action
    • 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)
    • 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
    • WalkMe 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 Integration
      • Setting Up the GitHub Enterprise Integration
      • GitHub App Permissions
      • Code for Deploying the SAP LeanIX GitHub Agent
      • 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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Basic Settings

Configure basic workspace settings.

Suggest Edits

In this section, you can find information on workspace settings listed under Basic Settings in the administration area. Browse through the pages in this section to find topics that are most relevant to you.

Updated 7 months ago


What’s Next
  • Branding Settings
  • General Settings
  • Meta Model Configuration
  • Subscription Roles
  • Tagging
  • Users
  • User Roles
  • Dashboards (Administration)