Map your processes from SAP Signavio to LeanIX

The tab Basic Configuration consists of two sections. This page will describe how you can leverage the first section called SAP Signavio Processes to map your processes from SAP Signavio into your LeanIX workspace. It is important to understand that this part of the integration is one-directional and only works from SAP Signavio to LeanIX.

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Information

When synchronizing processes, SAP Signavio should always be the system of record and LeanIX the consumer.

1. Strict mode

If you enable the Strict mode, the integration will delete Fact Sheets describing processes that are no longer present in SAP Signavio. Do use this mode with caution, though it has the advantage that it will keep both systems in sync.

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Strict mode not available when multiple Signavio configurations are active

When using multiple Signavio configurations in a single workspace, strict mode cannot be used. In workspaces where multiple Signavio configurations are active, the strict flag will be greyed out to avoid erroneous deletion of fact sheets.

2. Use interval

If you enable the Use interval option, then the integration will automatically run every 3 hours between 6AM and 6PM CET/MEZ. This setting must be checked for the top-down hierarchy synchronisation (see step 6). In case you want to customise the scheduling, click on the button ... after enabling the option. It will allow you to choose any hour of the day to start the integration.

3. Fact Sheet Type

Choose the Fact Sheet Type the information is synchronized to. Process is the most logical Fact Sheet Type to choose.

If you have a LeanIX Meta Model v4 then you have the possibility to synchronize the processes to the “Business Context” Fact Sheet. The “Process” subtype is the most logical subtype to choose to sync the processes. In order to synchronize to a specific subtype, please follow the steps:

• Navigate to “Edit Field Mappings” by clicking the button ... at the end of the row.
• Add a mapping of type “Static Text”.
• Choose “Subtype” in the LeanIX column.
• Choose a value to map as a subtype (e.g. Process) in the SAP Signavio column.
• Click OK and save the config.

4. Active

You can activate/deactivate the mapping of the processes within the configuration. This is especially helpful if you want to test different settings on other parts of the configuration without synchronising the processes.

5. Short description

Use this field to shortly describe which processes you map from SAP Signavio to LeanIX. You may leave this field empty.

6. Process Hierarchy

The integration is able to map the hierarchy of your processes within SAP Signavio into a relationship between your LeanIX Fact Sheets.

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Relationships created in the hierarchy

Parent-child relationships are created for the hierarchies detected between Processes in SAP Signavio EXCEPT when we detect (in LeanIX) a double parent situation, then we choose a different relation in the Fact Sheets, which is RelToRequires.

You can choose between three different options: The hierarchy can be synchronised bottom-up, top-down or not be synced.

Do not synchronise hierarchy

In this mode, the integration will synchronise based on a given list of SAP Signavio directories. To configure this list, click on the button Edit Directories . A new dialog will open that allows you to select a LeanIX Parent Fact Sheet and a list of SAP Signavio Directories.

The Fact Sheet you choose as the LeanIX parent will be the parent for all processes discovered in the given list of SAP Signavio directories. If no SAP Signavio directory is selected, the public root directory is used.

Synchronise hierarchy bottom-up

In this mode, the integration searches for defined processes (based on LeanIX Fact Sheet) in the list of configured SAP Signavio Directories (and their child directories) and synchronises all processes from bottom to the highest level processes.

In this mode also, you need to provide a LeanIX Parent Fact Sheet and a list of SAP Signavio Directories using the Edit Directories dialog.

Synchronise hierarchy top-down

In this mode, the integration will start at the specified root node and synchronises all processes walking down the hierarchy. The option Use interval (see step 2) is mandatory for this configuration. To configure the root node, click on the button Edit Hierarchy to open a new dialog.

In the dialog, you can choose a process that will be used as the root node of your hierarchy. You may also choose a list of processes that will be ignored during the synchronisation.

7. Published

This mode allows you to decide whether all SAP Signavio processes should be synchronised or only the published ones.

8. Edit Directories / Edit Hierarchy

These buttons are used to configure the process hierarchy as explained in step 6.

9. Edit Field Mappings

When clicking the button ... at the end of the row, a new dialog opens that allows you to configure the Field Mappings. These mappings define how SAP Signavio attributes are mapped onto LeanIX Fact Sheet fields.

Use the Documentation field on top to describe the intention of your field mappings for later reference.

After that, you may add multiple field mappings, each having a Mapping Type and a reference to LeanIX and SAP Signavio.

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Default Mapping

In case no mappings are specified in the Edit Field Mappings Modal, the integration will synchronise the name and the description of an SAP Signavio Process into a Fact Sheet by default.

We offer three mapping types: Simple, Expression and Static Text.

Simple

As the name suggests, the Simple type should be rather self-explanatory and thus simple to use. In the list of references to the LeanIX Fact Sheet, you will find:

• Fields on the Fact Sheet, e.g. scalar fields (text, number...) but also single & multi-select fields
• Subscriptions and Subscription Roles
• Tags and Tag Groups

In the list of references to the SAP Signavio Process you will find:

• Fields on the Process model, e.g. scalar fields (text, number...) but also single & multi-select fields
• Fields on any linked Dictionary Item

In case of single & multi-select fields, tags and tag groups, you will need to use the Value Mapping dialog to specify which value on the LeanIX side is used for which value on the Signavio side.

Expression

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The Expression Mapping Type is deprecated

The expression mapping type is deprecated as it is rather difficult to explain. Please refer to the Advanced Configuration for more details.

Static Text

This mapping type can be used to write a static text into a text field on the Fact Sheet. If you choose this type, the static text can be entered into the text field presented in the column SAP Signavio.