Confluence Integration

Overview

With the Confluence Macro you can use the full potential of your SAP LeanIX Reports right inside your Confluence pages.

You can select every Report type and corresponding Bookmarks within the configuration of a macro.
However every consumer of these pages must have an SAP LeanIX account to access the Reports. For more information on access control see the Authentication section of this guide.

Install the Confluence Integration from the Atlassian Marketplace

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Confluence administrator required

Installing Atlassian Apps can only be done by Confluence admins. If you want to install the LeanIX Confluence Integration please get in touch with your admin.

In your Confluence go to Marketplace Apps and search for "LeanIX Confluence Integration", or access this link directly.

Configure the Integration

After installing the integration you will need to access the Confluence administration. There is a section at the bottom of the settings named LeanIX Host. Clicking on LeanIX Host will open the host configuration page.

Enter your Host (e.g. app.leanix.net, please remove "https://" in the URL) and your Workspace (e.g. myworkspace, please don’t use space or special characters) here.
To make use of the Smart Links Integration it is necessary to add an API Token for your Confluence Integration. You can obtain an API token by creating a Technical User. For more information, see Technical Users.

The macro is now connected to your SAP LeanIX.

Authenticate with SAP LeanIX

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Local storage / Third party cookies

Confluence integration uses local storage / third party cookies for the authentication. Please enable https://app.leanix.net/ or your right SAP LeanIX instance.

Authentication to access embedded SAP LeanIX eeports is managed by SAP LeanIX and not synchronized with Confluence. This means every consumer of a Confluence page with embedded reports needs an SAP LeanIX account to access the report.
Authentication possibilities are provided when a page with embedded Reports is opened.
If you are already authenticated at the configured workspace (for example, in another browser tab), no further authentication is required.

Select "Login" to access the authentication window.

Enter your credentials and click "Login".
The report will automatically load if the authentication is successful.

Insert a Report

Anytime you need to insert a live report from within your SAP LeanIX just create a new macro.
To do so click on + , select "Other Macros" and select LeanIX. You can find it under "External content" or by using the search function.

When you have selected the LeanIX macro the configuration will open.
Adjust width and height proper to your page settings and select the desired Report Type and the bookmark to be displayed.
Below in the configuration there is a live preview of your report.

By selecting "Save" the configured report will be embedded in your Confluence page.

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Respect individual report sizes

Some extensive reports cannot be displayed in small frames. Make sure that the whole report is shown in your Confluence page and that no scrollbars appear.

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Confluence export does not include SAP LeanIX reports

Our Confluence Macro is an iframe, which is therefore not exported.

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Make sure to authenticate with SAP LeanIX before inserting any macro on a page

When you insert a new macro while not yet being authenticated with SAP LeanIX in the same browser session, the popup will ask you to login. Unfortunately (depending on your browser) this might reload the complete page and this might delete unsaved changes you applied already. Thus make sure to be logged in on the respective workspace already.

Insert a Visualizer drawing (Free Draw or Data Flow)

Adding a Visualizer drawing to a Confluence page is similar to adding a Report.
Just add the LeanIX macro and select the "Visualizer" tab.

Here you can now choose between the Visualizer Types and which bookmark you want to display.
Below the selection you can see a live preview of the diagram.
Finally, adjust Height and Width and insert the macro.

Insert a Fact Sheet

This Confluence macro links individual Fact Sheets, directly storing Confluence pages as Smart Links in the 'Resources' tab on Fact Sheets in SAP LeanIX. This way, information maintained in Confluence is always up to date in SAP LeanIX. Follow the steps below to get this done easily:

First, select the Fact Sheet in Confluence. Fact Sheet Search is under the "Fact Sheet" tab of the Edit "LeanIX" Macro.

Next, select the Smart Link attributes under "Display Options", then Save.

The Smart Link pulls data live from SAP LeanIX...

...and is created automatically as a resource link on the SAP LeanIX Fact Sheet, under the "Resources" tab.

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The Smart Link is automatically deleted from SAP LeanIX when removed from Confluence.

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Configure Custom Schedule for Smart Link Job

The Data Center / Server Edition of the Confluence Integration makes use of a scheduled background job to create the Smart Links in SAP LeanIX. You can manage this background job using the Scheduled Jobs section in the Admin area of your Confluence server, e.g. to change the scheduling time.