LeanIX - Product Documentation

Welcome to the LeanIX Product Documentation. Here you will find all the basic information you need to start working with LeanIX. We provide you with well-structured information on how to get more out of LeanIX, best-practices and use-case specific guidelines. Feel free to spread this product documentation in your company and use it as a common information source to answer your colleagues’ most urgent questions.

Get Started

Flexible Dashboard

This section will introduce you to our flexible dashboards, which help you to get fast and easy access to current to-do's and your most important enterprise architecture charts.

Our flexible dashboards assist organizations with turning data stored in their EA inventories into actionable insights. The user-friendly functionality gives LeanIX users fast and easy access to new and pending actions and information, simplifying workflows and creating more efficient processes and robust actions. The dashboard allows a swift real-time overview over your most important statistics of your architecture. Admins can configure the dashboard using drag-and-drop in selected editions of LeanIX.

Create a Configured Dashboard

In case the flexible dashboard feature is enabled you will see a new section Actions on the right-hand panel of your home screen. The button Configure dashboard and New dashboard guide you to a view where you can either adopt the dashboard you currently see or create a new dashboard, as we will show you in the upcoming section:

After clicking on New dashboard you have the options to:

  1. Create a new Empty Dashboard
  2. Create a new "Default Dashboard** (will appear when entering the home-screen)
  3. Copy and adapt a dashboard that is already in place

The editing mode of the dashboard works via drag-and-drop. You can drag the different types of panels from the right-hand side into the pre-defined boxes (blue dotted lines). There are currently ten different elements available for drag-and-drop when setting up a new dashboard. Simply scroll down to discover them.

1

Subscriptions: Shows a panel with lists all the Fact Sheets you are subscribed to (available by default).

2

Latest Fact Sheet Updates: Shows you a panel with a list of the 100 latest updated Fact Sheets (available by default).

3

To-Do Panel: Shows you personal To-Do Panel, including all your open tasks within LeanIX (e.g. open comments, reminders, surveys to answer)

4

Inventory Search: Shows a search bar that enables you to browse through your inventory using smart search functionality.

5

Inventory: Shows a list of personally relevant Saved Searches from the Inventory .

Create a Fact Sheet Chart

If you want to set up some custom charts, drag the Fact Sheet Chart label, which is found at the bottom of the selection, into one of the pre-defined panels. You will then be asked to configure the following information for your chart:

1

Chart Title: Give your chart a title depending on the content you want to show.

2

Chart Type: Defines the type of the chart you want to configure. We currently support bar-, column-, and pie-charts.

3

Fact Sheet Type: Defines from which Fact Sheet Types data will be retrieved.

4

Field or tag group: Defines which attribute or tag group will be evaluated (e.g. Tag Group GDPR will show you how many Applications have a certain GDPR status). Only Tag Groups that have the mode "single" can be displayed and selected.

5

Filter: Enables you to apply certain filters to your chart (e.g. if you only want to include Applications with the tag "Public Cloud"). You are able to apply all filters to your chart, as you are used to it from LeanIX.

6

Data visibility: Once the previous fields are filled out, you can select number of entries to be displayed, and whether to see the n/a entries or not.

7

Order of entries: Lets you select the order of the entries, as shown.

After finishing the configuration of your custom chart and saving it, you will see the chart on your home screen. You can continue to define your dashboard the way described. The dashboard is not restricted to a number of panels.

If you want to change your chart, just hover over it while being in editing mode. You are able to:

  1. Delete the chart
  2. Decrease size
  3. Increase size
  4. Edit chart configuration (e.g. adapt filters)

According to the use-cases you have, you are now able to have the key numbers of your EA in one view. In the example below, you can see, that the GDPR-Classification for 18 Applications is still not maintained and as a result, you can send out a survey to address all application owners to maintain the data.

Using the To-Do Panel

Another part of the flexible dashboard is the To-Do Panel. It enables you to keep track of your open tasks in LeanIX. This is an individual panel and will only be visible to you.

The following tasks will appear on your To-Do Panel:

  1. Open Comments on Fact Sheets that you are subscribed to or if you are mentioned in a comment.
  2. Open answers to LeanIX surveys
  3. Reminders that you set for yourself on a specific Fact Sheet.

The To-Do Panel can be added in the same way (drag-&-drop) as the charts that were explained above.

In order to work on your To-Do's, you are able to click on the task. This will automatically guide you to the open To-Do (e.g. the comment section of a certain Fact Sheet). If a task is done you can easily check it off on the green checkbox next to the task.

Add Reminders to your To-Do Panel

To keep track of your own To-Do's (e.g. maintenance of data on Fact Sheets you are responsible for) you can set yourself Reminders. You find the Remind me button on the right-hand side of your screen on a selected Fact Sheet. If you already have reminders for this Fact Sheet they will be also displayed there.

As soon as you click on the Remind me button you will be asked to describe the reminder and set a due date.

The reminder will be displayed on you To-Do Panel afterwards.

To edit or check off the task you need to click on the linked text (blue). A click on the Application name or "open comment" notice will lead you to the linked Fact Sheet or comment section.

Reminders are not the only information listed in the To-Do panel. You can find the following information on the To-Do panel:

  1. Remind me notification on factsheets (as explained above)
  2. Comments where you are mentioned or on factsheets that you are subscribed to
  3. Open requests to answer a survey

Updated about a year ago


Flexible Dashboard


This section will introduce you to our flexible dashboards, which help you to get fast and easy access to current to-do's and your most important enterprise architecture charts.

Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.