Portal

The LeanIX Portal enables employees with IT Self-Services by providing an overview of software that is approved and available to order. Thereby, it offers users more opportunities to troubleshoot problems autonomously, and can be configured by admins quickly and with a variety of filters, while reducing the number of support requests.

Overview

With the Portal feature, we support EAs in making their data available to a broad audience outside the IT organisation. For example, create an Application Portal that is accessible to everyone to order software, issue support tickets, or find application knowledge.

Whereas employees are now empowered to get the software they need and educate themselves with expert knowledge, EAs simultaneously govern permission rights and control that only approved software is being ordered.

With Portals, IT infrastructure data becomes accessible and actionable throughout companies to reduce the number of support requests and increase productivity.

Use the Portal Feature

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1

Portal Name: This is the name as configured by the LeanIX Admin.

2

Search: On an Applications portal for example, users can look up Applications available in the LeanIX Inventory.

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Links: Configurable by an Admin, here you can have links to your helpdesk, for example (Fact Sheet Resources).

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Filter: Filter by Domain/Groups, in this case by Business Capabilities, as configured by the Admin.

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Applications: In this example, all Applications available in the LeanIX Inventory are shown. Once a Filter or Search is applied, the results will be visible here.

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Action button: Perform an action, in this case "Request new Application" when not already available in the workspace. This link is also configurable.

When selecting one of the available Applications, the below pop-up appears, allowing you to see more information about the Application, and to request it.

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Additional information includes Description, Status, Approval, Successors, Users, Tags or even the internal experts on this Application, as configured in LeanIX Subscriptions and Roles (Responsible/Accountable).

Configure a Portal

As a LeanIX Admin, you have to access the Administration area in LeanIX and go to Portal, as shown below.

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Here you have the option to:

  1. Create a New Portal, by selecting New Portal
  2. Edit an existing Portal if already created, by selecting the portal Name.

Whichever option you select, a Configuration interface allows you to create or edit your portal.

Basic

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Under the General section you can choose the Unique name for the portal to act as part of your URL, as well as who the portal is Accessible for: the roles, including custom roles. Here is also where you can enable or disable the portal, by ticking or unticking the Enabled box.

The Fact Sheets section is where you select which Fact Sheet Type to have on your portal, for example Applications. An important sub-section here is the Fact Sheet Filter, which allows you filter which LeaIX Applications to make available on your portal (i.e. Applications that have their Lifecycle set in LeanIX as Active).

The Portal Header section lets you set the Portal Title, Request Label or Request URL. Filter Option Type can be either Relation or Tag Group, and Filter Fact Sheets lets you select the Fact Sheet type to be used as filter in the header area.

Status

As an Admin you can configure the displayed status for each Fact Sheet.

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Search

Here you can configure the search & filtering options for the users.

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Detailed view

The Detailed View tab allows you to customise Relations, Subscriptions, Tag groups, Resources Management and displaying any other Additional Fields in the details view.

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Branding

The Branding tab allows customizing the portal, with Header the Header, Footer and Button color, and select the logo to be displayed.

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Localization

The Localization tabs allows manual Language Translation / Localization of the portal as needed.

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Advanced

This Advanced tab allows for Json customization of the portal settings.

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Please note that the status for each Fact Sheet can be based on the value of the Ordering State field on the Fact Sheet. This field can be made visible by using the Self-Configuration feature and moving it from the "Unused Fields" section to another section, e.g. "Name & Description".

Furthermore, as an Admin you can also configure the Relations which will be displayed on the details screen of a Fact Sheet.

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Transient Users with SSO

A great benefit of SSO integration with your (external) Identity Provider is the ability to enable Transient user roles. This allows users within your organisation to access a lightweight version of LeanIX via our Self-service Portals or Catalogs.
You can then embed these portals in your existing intranet, wiki or any other system sitting behind your SSO. You now have a great way to showcase data from within LeanIX directly, all without having to invite or create specific user accounts in LeanIX.
For more details, and to enable the Transient User setting, please reach out to your Customer Success Manager!

Please note, Transient users need to be added in the Basic tab of Portal Configuration as well if enabled.

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