Configure workspace with Meta Model v4

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Before making any configuration changes, please ensure a thorough and solid assessment that there is a strong and compelling use case for implementing (parts of) the Meta Model v4.

This page provides step-by-step guidelines for configuring an existing workspace with Meta Model v4.

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Please note that you must have administrator privileges to perform these actions.

Configure Fact Sheets changes

1. Adding the new Platform Fact Sheet type

Step 1: Go to the Administrator section of your workspace.

Step 2: Click on Meta Model Configuration.

Step 3: Select New Fact Sheet type.

Step 4: Fill in the following details:

• Internal Name: Platform
• Translations:
  • Singular: Platform
  • Plural: Platforms
• Description: Which Digital & Technical Platforms are supporting the business?

Step 5: Click Create. The new Platform Fact Sheet is created.

Step 6: On the newly created Fact Sheet, we will add a new section. Scroll down and click on the Dependencies. Below the selected area, click on the + Add section button. On the right panel, fill in the following details:

• Key: strategicSupport

Step 7: Click Create.

Step 8: Click on the second tab indicated with the globe icon.

Step 9: Under English, fill in the following:

• Label: Strategic Support

Then press Enter/return on your keyboard. A new Strategic Support section is created.

Step 10: Now we add relation to other Fact Sheet to the newly created section. When the newly created section is selected, click on the + Add relation button.

Step 11: On the right panel, do the following:

• Target Fact Sheet type: Objective
• Multiplicity: Many to many
• Section in target Fact Sheet type: Planning
• Go to Translation indicated with the globe icon, and add to the Label: Supports {{targetFactSheets}}
• Help text (optional): Which {{targetFactSheets}} are supported by this {{factSheet}}?

Step 12: Click Create. A new relation is created.

Step 13: When the newly created relation is selected, we add the Description field by clicking on the + Add field button

Step 14: On the right panel, do the following:

• Key: description
• Go to Translation indicated with the globe icon, and change the Label to Description

Step 15: Follow Step 10 to Step 14 to add relations to:

• Target Fact Sheet type: Initiatives
• Multiplicity: Many to many
• Section in target Fact Sheet type: Project Environment
• Go to Translation indicated with the globe icon, and add to the Label: Supports {{targetFactSheets}}
• Help text (optional): Which {{targetFactSheets}} affect this {{factSheet}}?

Step 16: Follow Step 10 to Step 14 to add relations to:

• Target Fact Sheet type: Business Capabilities
• Multiplicity: Many to many
• Section in target Fact Sheet type: Demand Management
• Help text (optional): Which {{targetFactSheets}} are contained by this {{factSheet}}?

Step 17: Follow Step 6 to Step 9 to add another section with this information:

• Key: implementation
• Label: Implementation

Step 18: Follow Step 10 to Step 14 to add relations to:

• Target Fact Sheet type: Application
• Multiplicity: Many to many
• Section in target Fact Sheet type: Business Support
• Go to Translation indicated with the globe icon, and add to the Label: Run {{targetFactSheets}}
• Help text (optional): Which {{targetFactSheets}} are contained by this {{factSheet}}?

Step 19: Follow Step 10 to Step 14 to add relations to:

• Target Fact Sheet type: IT Components
• Multiplicity: Many to many
• Section in target Fact Sheet type: Sourcing
• Go to Translation indicated with the globe icon, and add to the Label: Implemented by {{targetFactSheets}}
• Help text (optional): Which {{targetFactSheets}} are contained by this {{factSheet}}?

To summarize:

1. You have created a new Platform Fact Sheet.
2. You added a new section called Strategic Support.
3. In the Strategic Support section, you added a relation to the Objective Fact Sheet and added the Description field.
4. In the Strategic Support section, you added a relation to the Initiatives Fact Sheet and added the Description field.
5. In the Strategic Support section, you added a relation to the Business Capability Fact Sheet and added the Description field.
6. You added a new section called Implementation.
7. In the Strategic Support section, you added a relation to the Applications Fact Sheet and added the Description field.
8. In the Strategic Support section, you added a relation to the IT Components Fact Sheet and added the Description field.

2. Renaming the User Group Fact Sheet to Organization and adding new subtypes

Step 1: Navigate to the Administration area. Click the Meta Model Configuration. Locate and click on the User Group Fact Sheet.

Step 2: Click Edit at the top right corner of the page to open a panel on the right.

Step 3: On the panel, click on the second tab indicated with the globe icon.

Step 4: Under English, change the following:

• Singular: Organization
• Plural: Organizations

Step 5: Click Show Changes and then Apply.

Once the Fact Sheet is renamed, please proceed to create the Fact Sheet subtype.

3. Renaming the Project Fact Sheet to Initiative and adding new subtypes

Step 1: Navigate to the Administration area. Click the Meta Model Configuration. Locate and click on the Project Fact Sheet.

Step 2: Click Edit at the top right corner of the page to open a panel on the right.

Step 3: On the panel, click on the second tab indicated with the globe icon.

Step 4: Under English, change the following:

• Singular: Initiative
• Plural: Initiatives

Step 5: Click Show Changes and then Apply.

Once the Fact Sheet is renamed, please proceed to create the Fact Sheet subtype.

4. Renaming the Process Fact Sheet to Business Context and adding new subtypes

Step 1: Navigate to the Administration area. Click the Meta Model Configuration. Locate and click on the Process Fact Sheet.

Step 2: Click Edit at the top right corner of the page to open a panel on the right.

Step 3: On the panel, click on the second tab indicated with the globe icon.

Step 4: Under English, change the following:

• Singular: Business Context
• Plural: Business Contexts

Step 5: Click Show Changes and then Apply.

Once the Fact Sheet is renamed, please proceed to create the Fact Sheet subtype.

5. Adding additional subtypes for the IT Component Fact Sheet

To add the additional subtypes for the IT Component Fact Sheet, follow the same steps to create the Fact Sheet subtype.

6. Adjusting the color representation of the Fact Sheets

Step 1: Navigate to the Administration area. Click the Meta Model Configuration. Locate and click on the Fact Sheet you want to change.

Step 2: Click Edit at the top right corner of the page to open a panel on the right.

Step 3: On the panel, click on Color.

Step 4: Click on the RGB button to cycle the color selection until you find the HEX value.

Step 5: Enter the HEX value as shown below.

7. Order of the Fact Sheets

Step 1: Navigate to the Administration area. Click the Meta Model Configuration and click the Change order button.

Step 2: By default, here are the Fact Sheets of Meta Model v4 order. Reorder your Fact Sheets accordingly by dragging them up or down.

Step 3: Once done, click on the Save order button.

Create a Fact Sheet subtype

The subtype can vary for each Fact Sheet, so creating them will require some adjustments. In this example, we will guide you through creating a subtype for the Organization Fact Sheet. However, remember that the guide is similar to other Fact Sheet types. Please find the information for the other Fact Sheets below.

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Before you begin, make sure you have administrative right in your LeanIX EAM workspace.

Step-by-Step Guide

1. Access Meta Model Configuration:
   • Log in to your LeanIX EAM workspace.
   • Navigate to the Administration area.
   • Under the Basic Settings section, click on Meta Model Configuration.
2. Select the Organization Fact Sheet: Within the Meta Model Configuration, locate and click on the Organization Fact Sheet.
3. Add Subtype Field:
   • It's recommended to add the subtype under the "Information" section, specifically in the "Name & Description" category.
   • Then, you can hover over the "Name & Description" section and click on the + Add field button. A panel will open on the right side of the screen.
4. Create Subtype Field: Type in "category" in the field labeled Key. This action will automatically trigger the subtype creation wizard.
5. Set Field Width: You can select the field width. As a best practice, it is recommended to select and use M (4/12).
6. Define Subtype Values: In the Values section, add the following subtype values: "businessUnit," "region," "legalEntity," "team," and "customer." Once you've added these values, click Create.

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Note that you will need to adjust the value for the subtype for each Fact Sheet. Please refer to the Value for subtype section below to find the values for other Fact Sheets.

7. Configure Subtype Translations:
   • In the same panel, click on the globe icon to access the translation tab.
   • In this example, we will select and set up translations for the English language.
   • For the Label, type in and enter "Subtype".
   • Scroll down the panel and provide names for each value. For example, for "businessUnit," enter "Business Unit," and do the same for the other values.
8. Review Changes: Once you've configured the subtype and translations, click on Show changes to review your changes.
9. Apply Changes: After reviewing your changes and ensuring everything is correctly set up, click Apply to save the subtype configuration for the Organization Fact Sheet.

You have successfully created a Fact Sheet subtype for the Organization Fact Sheet in LeanIX EAM. You can repeat this process for other Fact Sheet types as needed, adjusting the subtype values and translations accordingly.

Value for subtype