LeanIX - Product Documentation

Welcome to the LeanIX Product Documentation. Here you will find all the basic information you need to start working with LeanIX. Besides that, we provide well-structured information on how to get more out of LeanIX, best-practices, and use-case specific guidelines. Feel free to spread this product documentation in your company and use it as a common information source to answer your colleagues’ most urgent questions.

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Additional Filter Options

This section provides an overview of more advanced ways to use our filters in the inventory and reporting.

Using the Lifecycle Filter

LeanIX offers the possibility to filter by Lifecycle. There are six different statues to be chosen from: Any, Plan, Phase In, Active, Phase Out, End of Life). Additionally, filtering for a certain Point of Time or a defined Time Frame is possible. In the Time Frame filter you have three different filter options: effective within time frame, starts within time frame and ends within time frame.

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Lifecycle Filters: In the left panel, you see the different lifecycle status you can select.

Upon selecting a Lifecycle status, the "Point of Time" or "Time Frame" filter will be popping up at the bottom. Switching between those filters, can be done by using the drop-down menu indicated by the little arrow.

Information:

The setting ANY will find all those fact sheets that are effective at that point of time or time frame you selected. This is the case when they have any lifecycle phase (except “End of Life”) at that point of time or time period, or if no lifecycle is defined for the fact sheet at all.

Point of Time

The Point of Time Filter shows the Lifecycle of the selected Fact Sheet types as off one specific date. Moreover, there is the possibility to choose between pre-defined values Today, End of Month, End of Year or choose a specific date from the calendar.

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Filtering a Point of Time: At the picture above you see e.g. all active applications in the inventory at the End of Month.

In addition, filtering is possible in the reporting section as well. Applying a lifecycle filter enables you to walk through your architecture at different points of time.

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Filtering a Point of Time: The drop down for filtering for Lifecycles can be accessed via the search-attribute on top of the report. In this example you can see all Applications that are active on a specific date (2018-12-31).

Best Practice:

The Lifecycle Filter is a great tool to see your architecture at a specific date. In this way, it is easy to have a look at your e.g. Target-Architecture Landscape. The requirement for that is that you modelled your application successors correctly. Using tags will be helpful to realize this use-case, too.

In Time Frame

With the Time Frame filter, you can see the lifecycle over a specific time period. Here, you can choose between:

  • effective within time frame
  • starts within time frame
  • ends within time frame

Effective within Time Frame

With this filter option, you can see e.g. which Applications have the Lifecycle Status: Active in this selected time frame. If the Applications are active before and after the selected time frame and the status does not change in the time period they will get displayed grayed out (see screenshot below).

Starts within Time Frame

With the starts within time frame filter option, you can filter by e.g. all Applications that get Active in the selected time period. With this option, you can check for example which Applications will start in the future or already started in the past.

Ends within Time Frame

The ends within time frame filter option give you the possibility to filter by e.g. all Applications that change from active to phase out or end of life. Now you can see for example which Applications will get eliminated or are not in use anymore.

Using Advanced Filter

Besides regular filtering, LeanIX has Advanced Filter capabilities. This allows you to ally filters in addition to the selected Fact Sheet Typ, also to related Fact Sheet Types.

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You can find the advanced filters in the left panel beneath the default filter.

For example, you can display the Applications in the inventory and then filter for specific Data Objects. This gives you the chance to filter for, e.g., all Applications that are related to a certain type of Data Objects. The classification of the Data Objects is solved via a tag.
Another example is you can filter by all Applications that are used by a specific User Group and are linked to specific Business Capabilities. This makes you possible to filter in a triangular way.

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In our example, we easily create a list of Applications that process Data Objects that include Personal Identifiable Information (PII), a use-case that is highly relevant for GDPR-related questions.

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After applying the filter, you will see a list of Applications that are processing PII (see picture above). In our example, tehse are the Data Objects Account, Contract, Employee, Employee Time and User since they are tagged with "PII: High".

Display at least one, all or none of the used tags

With the Advanced Filter in LeanIX, you have the possibility to build AND-, OR and NONE-Connections between tags. For example, if you want to see all Applications that are related to more than one IT Component, at least one of the IT Component or even none of the IT Component, this filter is a good option to do so. You need to select two or more tags like you see in the picture below.

To see this view, and filter more precisely, you need to click on the little wrench at the upper right corner (see picture above). Here, you can decide if you want to display (again related to our example mentioned above):

  • All Applications that are related to AT LEAST ONE of the selected tags (default)
  • All Applications that are related to ALL selected tags or
  • All Applications that are related to NONE of the selected tags

So, for example, you want to see all Applications that are related to both of the selected tags, you would choose, all Applications that are related to ALL of the selected IT Components. Then you will only see the Applications that are related to the IT Components meshlab IT Application Hosting AND Oracle Fusion Middleware.

If the filter option you are searching for is not displayed in the left panel, you need to click on "Advanced Filter" to see all, for example, IT Components.

In this case, you can choose the fact sheets you want to filter on out of the list and click "Use Selected Fact Sheets".

To find the little wrench again, to filter more precisely, you need to click on the tags in the top menu bar.

After clicking on the menu bar a little window will open and you can click on the wrench again and select the filter options.

Filter by subscription roles

With the negative advanced filter, you have the possibility to filter by specific subscription roles. At first, you need to select "n/a" in the subscriptions section on the left menu panel. Then you get displayed all Fact Sheets where no one is subscribed to.

Second, you have to select the subscription role you want to filter by e.g.: Responsible - Application Owner. Now all Fact Sheets are displayed which do not have this selected subscription role.

If you now click on the little wrench at the upper right corner (Settings) you can select between three advanced filters. Here you need to select "none of the selected filters". Then you get displayed all Fact Sheets that are subscribed with this specific subscription role and subscription type.

Information:

This filter only works as it should if every subscription role is only related to one subscription type.