Getting Started

Navigating in LeanIX

The LeanIX home screen gives you easy access to key functionalities. It contains:

• The major navigation panel (on top)
• General information about your Fact Sheets (Fact Sheets are the central element in LeanIX, used to store information on your architectural objects)
• Support button (found on the right side of any page within LeanIX)

• Dashboard: This is your home screen in LeanIX, where you can configure your own dashboards, add welcome messages, or directly access your most important data
• Inventory: Leads you to the Inventory where you can access and modify all Fact Sheets within your Workspace
• Reports: Provides access to your Reports area that allows you to visualize the information from the Inventory in Best Practice formats, as well as individual reports
• Diagrams: Create Free Draw or Data Flow diagrams
• Collaboration: Place to access all the To-Dos and tasks in your LeanIX workspace
• Jump to a Fact Sheet: Offers full-text search to find any Fact Sheet in the inventory or jump directly to a Fact Sheet
• Invite: Allows you to ask other users to join LeanIX
• What's new: Access our backlog to find out what's new in LeanIX
• Admin: On the very right, you find a drop-down menu to access your profile and the administration area, as well as the options to log out or switch workspace
• Help: Access LeanIX Help or our very comprehensive LeanIX Academy
• User Profile: You can customize your user profile, like adding a picture and altering other settings
• Support: If you need any help using LeanIX, the Support button gives you a chance to contact LeanIX Support directly

Create your personalized Dashboard

Click on your name to update your profile picture and name. Below your name you can see the role which is currently active and when you last logged in.

Start building your individual Dashboard tailored to your needs by clicking on New Dashboard. You can include Panels for Saved Searches in the Inventory, Report panels, custom Fact Sheet Charts, and more.

In Edit Dashboard, you can drag & drop Panels for Inventory Saved Searches, Report panels, custom Fact Sheet Charts, and more into the Dashboard.

Dashboard personalization also allows you to add any Report you need to keep an eye on.

Invite Other Users to LeanIX

Collaboration is crucial to a successful EA. To invite other users to the LeanIX workspace, select the Invite button on the upper right side of your home screen.

Type in the email address of the user/s you want to invite and select their user rights. You can choose between Viewer, Member, or Admin.

Finally, you can write an invitation message either by using the template message or by crafting your own. When you are done, select the Invite button, and an e-mail automatically goes to the user(s) you want to invite.

When the invitee clicks on the link they received in the invitation e-mail, LeanIX will guide them through the registration process. If they are already a member of an existing workspace, they can use their existing credentials.

Update Your Profile

One of the first steps before starting to get work done in LeanIX is to complete your profile and choose a profile picture.

You are also able to see the date of your last login and your current User Role. By default, the following User Roles are available:

• Admin: Has permission to configure the workspace
• Member: Has permission to update all information on Fact Sheets
• Viewer: Has permission to read information and to add comments

Reset Your Password

If you want to reset your password while logged in, select your profile picture in the upper right corner, then go to My Settings > Password.

Notifications

You can set e-mail notifications and stay on top of any changes done to your workspace. For example, you can be notified when a new Fact Sheet is created, a Lifecycle of a Fact Sheet enters the next phase or a user comments on a Fact Sheet you are subscribed to, to name just a few of the notification options.

Notifications are a powerful tool to keep track of your Data Quality and enable collaboration within the tool. This is why we recommend keeping notifications active, at least until you develop a LeanIX community that is self-sufficient.

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Information:

Above are just a few basic administrative features. See the Administration Overview for in-depth information on managing your workspace.

What's next?

When using LeanIX for the first time, we recommend building your inventory and starting small. In the initial stage, focus on these types of Fact Sheets: Application and Business Capability. Limit the scope of Applications for which it makes sense to engage on in the first phase in order to establish a minimal data repository. In the following subsections, we explain the three first steps you need to take to build your Application repository in LeanIX.

Step 1. Upload Application Data into LeanIX

It involves adding information about Applications and their relevant attributes such as Technical Fit, Functional Fit, and Business Criticality into the platform. This can be done via the Microsoft Excel Import/Export function, manual creation of Fact Sheets, crowdsourcing via Surveys, or automatic discovery with LeanIX EAM SaaS Discovery.

Step 2. Import and Define Business Capabilities

Business Capabilities show an organization's high-level activities that work to achieve the organization's goals. Defining Business Capability properties such as responsible owner, an application used, and cost can provide a better understanding of each capability's impact.

Step 3. Link Applications to Business Capabilities

Finally, be sure to link your Applications to your Business Capabilities to establish relations, this will help you understand how IT supports your organization's high-level activities.

Now that your Inventory is complete, you can move forward with confidence and begin to evaluate the data to find ways to meet your business needs. Refer to the various Use cases in our documentation to gain more insights you need to take your business to the next level.