LeanIX - Product Documentation

Welcome to the LeanIX Product Documentation. Here you will find all the basic information you need to start working with LeanIX. We provide you with 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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Collaborating in LeanIX

One of the most challenging tasks for Enterprise Architects is to keep data well maintained. Thus LeanIX focuses on a powerful collaboration approach that is easy to use, puts value generation in the focus, and involves people that know best about the data to be entered.

Obtain a Quick Overview on Changes

Collaboration with colleagues on your Enterprise Architecture has never been easier. Within LeanIX Pathfinder, the Home section provides the overview of most recent changes for objects you might be interested in. You obtain an overview of:

1

Relevant Fact Sheets you are subscribed to

2

Overview on the business criticality of all Applications

3

Overview on the 100 latest updates in the inventory

4

To-Dos for you

How to Leave a Comment

A second major feature which supports collaboration is the commenting function, which is available for all Fact Sheets. Once you leave a comment on a Fact Sheet, the responsible (i.e. subscribed) person will be informed on your comment. That facilitates the way to propose updates without changing it directly.

How to subscribe to a Fact Sheet

You can subscribe to or follow a Fact Sheet in the subscription section of each Fact Sheet. Subscriptions are available for all LeanIX Fact Sheets.

You can enter the e-mail address or name to subscribe yourself or another LeanIX user to a Fact Sheet. Available roles are Responsible, Accountable or Observer.

  • Responsible: the subscribed user actively participates in the content creation of the Fact Sheet
  • Observer: the subscribed user stays informed on any change
  • Accountable: 'Accountable' can be added as an optional role in the administration settings. Only one 'Accountable' can be subscribed to a Fact Sheet.

Every user with the user rights of an admin or member can add subscriptions. Additional roles can be selected depending on the organizational context. E.g. it might be useful to add a dedicated Application Owner role for applications.

If the to-be subscribed person is not registered to LeanIX, he can be simply invited by + New Person. Please note that invitations are bound to the user level (viewers can invite other viewers, members can invite members and viewers, admins can invite all three defined roles):

When searching for your own objects or those ones of a subscribed / responsible person you can use the subscription as filter option in the Inventory. Another and maybe more intuitive way is to pre-filter the inventory. You may select to view only objects you are subscribed to (e.g. in the case that you do not want to search for your name in the subscription section):

You can also see all the Fact Sheets, you are subscribed to, at your home screen under "Fact Sheets you are subscribed to".

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Information:

Since a good collaboration within LeanIX is the key to an up-to-date EA we will constantly enhance this section with tips on how you can use LeanIX for this reason.

Updated about a year ago

Collaborating in LeanIX


One of the most challenging tasks for Enterprise Architects is to keep data well maintained. Thus LeanIX focuses on a powerful collaboration approach that is easy to use, puts value generation in the focus, and involves people that know best about the data to be entered.

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