LeanIX for Enterprise Architects

The Enterprise Architect has a complete overview of LeanIX. The EA is empowered to align the IT strategy with the company mission. Typically, the Enterprise Architects have the administrative right in the LeanIX workspace. As an admin, you can invite users or other stakeholders to join the LeanIX platform. You can invite users whose participation or input is needed, e.g., other Architecture roles such as Application or Domain Architects, as well as Application and Business Owners. You also have access to the administration area. On the top right corner of your workspace, you will find a drop-down menu to access your profile, the administration area, and the options to log out or switch workspace.

Administration in LeanIX is a dedicated area for users to manage and customize the LeanIX EAM application. It provides functionalities for user management, configuration, data governance, reporting and analytics, system maintenance, and integration management. Check out the Basic Settings (Admin) and Advanced Settings (Admin)documentation for more information.

LeanIX EAM provides various ways to collaborate with other stakeholders. As an Admin, you can leverage the Comments, Survey, Quality Seal, and To-Dos to maintain and ensure up-to-date data in LeanIX.

This page explains some core concepts of LeanIX that Enterprise Architects need to know when getting started.

Meta Model

At the heart of LeanIX that sets the foundation for effective reporting and insights for your organization is the Meta Model, represented by Fact Sheet types in LeanIX. The LeanIX Meta Model is like a blueprint that defines the relationships between different Fact Sheet types and how the information in Fact Sheets is interconnected. It helps users understand the connections between various architectural objects. For instance, Business Capabilities are supported by Applications, which, in turn, use various Data Objects and IT Components, and Applications are utilized by different Organizations, etc. The Meta Model can also be customized so that organizations can adjust the structure and relationships to meet their unique requirements and define their architecture.

Familiarize yourself with the LeanIX Meta Model and Modeling guidelines before starting to capture data and running your first use case.

Getting insights from Reports and Diagrams

After capturing sufficient information about various architectural elements, users can use Reports and Diagrams to analyze and present the data effectively. Reports provide a snapshot of current data in an easy and clear way, helping identify trends and redundancies, assess risks, and monitor the architecture's health. For instance, to mention a few of the many available standard Reports, one can use Landscape Report for a comprehensive view of the IT landscape, Matrix Report for a color-coded matrix view representing correlations between different Fact Sheet types, and Roadmap Report outlining strategic initiatives and priorities for the organization's future state. These reports play a crucial role in providing insights, aiding decision-making, and facilitating communication.

You can also customize the Reports to better understand their architectural objectives.

Similarly, Diagrams enable Enterprise Architects to build visual models of an organization's enterprise architecture. They are handy for breaking down complex architecture into manageable parts and interactively visualize the data flow. They are used for visualizing and representing the relationships and dependencies between various architectural elements. These diagrams provide a clear and intuitive way to understand the structure and interactions within the IT landscape.

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 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 on 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. (Only users with Admin rights can provide Admin rights to others).

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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Above are just a few basic administrative features. See the Advanced Settings (Admin) for in-depth information on managing your workspace.