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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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Import your Initial Data

Since most companies already gathered information on their architecture it makes sense to build your workspace on this data. LeanIX offers an easy-to-use interface Excel interface to import and export data. This works for all our customers, no matter if they rely on Excel or on another Enterprise Architecture Tool, before.

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In many cases you will already have a bunch of more or less structured data in your company. In order to have a quick start using LeanIX this is the process to get your information into your workspace quickly. For basic questions on handling the import / export function have a look at the section Import & Export your Data.

1

Data collection and cleaning:

  • Collect relevant data in Excel sheets
  • Include attributes and possible relations to other objects
  • Structure data according to LeanIX fact sheet types
  • Remove duplicates
2

Data preparation / transformation:

  • Export excel sheets for each fact sheet type from your workspace
  • Include relevant attributes (Inventory > Table View > Select Columns)
  • Copy data from source Excel sheets into import Excel sheets
  • Prepare one Excel upload sheet per hierarchy level
  • If tag groups are used, create tag groups and values in LeanIX
  • If you want to add subscriptions (e.g. Application Owners), create subscription roles first
  • Leave out relations in this step, focus on objects and attributes
3

Data uploads (fact sheets / attributes):

  • In case of hierarchies, start with level 1 and continue in ascending order
  • Upload the data using “Test Run” first
  • If necessary, analyze mentioned error messages in “Result Excel” and resolve errors
  • Conduct productive upload after resolving all errors (deselect "Test Run")
  • Check uploads in inventory (completeness, quality of data and attributes)
4

Data uploads (relations):

  • Decide from which fact sheet type to build the relation (depends on how your data is structured in the source Excel sheets)
  • Extract data from LeanIX
  • Include relevant relation fields (columns) via table view
  • Concatenate multiple relations via “;” – no “ “ (space) between values and “;”
  • Perform data upload in “Test Run”
  • If necessary, analyze mentioned error messages in “Result Excel” and resolve errors
  • Conduct productive upload after resolving all errors (deselect "Test Run")
  • Check correctness of uploads in the inventory (fact sheets) and reports (e.g. Application / IT Component Landscape)