LeanIX App for Microsoft Teams

Overview

The LeanIX App for Microsoft Teams is an application created to receive notifications in Microsoft Teams about updates in your SAP LeanIX workspace. The LeanIX App for Microsoft Teams replaces the LeanIX Notifications App. With the LeanIX App, users can authenticate using their SAP LeanIX credentials within Microsoft Teams, ensuring a secure method for receiving workspace notifications.

This page provides guidance on configuring the integration of Microsoft Teams in SAP LeanIX and adding the LeanIX App to Microsoft Teams.

Configuring Microsoft Teams Integration

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Note

This section is relevant to users with admin rights, as only an SAP LeanIX admin can access and modify settings in Discovery and Integrations. Any changes made in this section impacts all users of the workspace.

To learn how to add the LeanIX App in Microsoft Teams, see the section Adding the LeanIX App in Microsoft Teams.

Accessing the LeanIX App in Microsoft Teams is based on your Microsoft tenant ID. The tenant ID is a globally unique identifier (GUID) distinct from your organization's name or domain. Your Microsoft tenant ID is used to map your workspace within our service. This connection ensures you receive the login card for your workspace in the LeanIX App. Provide the tenant ID during the configuration.

To configure the integration, follow these steps:

1. In the Administrationarea, select Integrations.
2. Click Add integrations. All available integrations are shown on the resulting page.
3. Against Microsoft Teams, click Configure.
4. In the Account Configuration tab, enter the Tenant ID.
5. Click Send Test. When you click Send Test, a test notification is sent to your LeanIX App, provided it has been installed. To learn how to install the LeanIX App in Microsoft Teams, see the section Adding the LeanIX App in Microsoft Teams. Note that providing the tenant ID is a requirement for successfully sending a test notification.
6. Additionally, select the fact sheet types that users should be able to query in the Microsoft Teams app. Note that, by default, the system is configured to allow access to all fact sheet types, even if specific fact sheet types are not selected. This means users can query all fact sheet types they have access to.

Adding the LeanIX App in Microsoft Teams

Adding the LeanIX App

LeanIX App can be added to your Microsoft Teams from the Apps section in Microsoft Teams. To add the LeanIX App in Microsoft Teams:

1. Go to Apps in your Microsoft Teams.
2. In the search bar, search for LeanIX.
3. Click Add.

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You can also directly download the LeanIX App through this link: Microsoft AppSource.

Activating Notifications

When the LeanIX App is added to Microsoft Teams, you receive a welcome message along with the option to log in. You can authenticate using your SAP LeanIX credentials.

To log in and activate notifications, follow these steps:

1. Click Log In to Workspace. A browser overlay appears, showing the domain selection.

2. Verify your domain URL. If it doesn't match your SAP LeanIX domain URL, update it and click Login.

   

3. Enter your login email ID and password to log in. This authenticates your details and takes you to the workspace selection page.

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Requirement of Microsoft tenant ID

Logging in is determined by your Microsoft tenant ID, and the mapping of tenant ID is handled by SAP LeanIX workspace administrator. Once your tenant ID is verified, you will see a login button that directs you to the workspace instance. If your tenant ID mapping is not found, you are prompted to check with your admin and update the tenant ID. In such a scenario, contact your SAP LeanIX admin to set up the tenant ID information.

Upon successful login, you receive the Let's get started message. Notifications are now activated for the selected workspace in Microsoft Teams.

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Note

If you have trouble logging in or switching workspaces, you can get a new login card by going to the help section and choosing Login or Switch workspace.

Clicking Help provides options to switch your workspace and to mute notifications. Typically, you have one workspace to select; if you have multiple workspaces, you can choose the one for which you want to receive notifications by clicking on Switch Workspace in the help card and following the same login process, as explained before.

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Note

You receive notifications only for actions performed by other users, not for your own actions.

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Permission on Microsoft Graph

TeamsActivity.Send is the permission granted to LeanIX App on Microsoft Graph.

Querying Fact Sheets

You can search and query for fact sheets by clicking Search Fact Sheets. In the resulting card, you can search for the fact sheet by name and optionally select a fact sheet type. If you don't select a fact sheet type, the search result will include all fact sheet types which has been configured by the admin to be available in the Microsoft Teams app. For more, see Configuring Microsoft Teams Integration.

Click Search to view a list of relevant fact sheets organized by fact sheet type. You can then select a fact sheet to open it or click View to see a quick summary of that fact sheet.

Managing Notifications

To adjust notification settings, click Open Notification Settings. To learn more about configuring notifications, see Notifications.

Users with Admin rights can further configure notifications from the Notification Center. If you want to stop notifications for a particular workspace, disable the Microsoft Teams toggle in the Notification Center. To learn more, check Notification Center.

Overview of Microsoft Teams Users

The Users tab enables you to view the list of all users who have installed the LeanIX App. Administrators can access this tab by navigating to Administration > Integration > Configure (Microsoft Teams).