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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Import your Initial Data

Since most companies have already gathered information on their architecture in some form, it makes sense to build your workspace starting with this data. LeanIX offers an easy-to-use Excel interface to import and export data. This interface can be used by everyone, no matter if your architecture information is previously stored in Excel or in another Enterprise Architecture Tool.

In many cases, you will already have a significant amount of structured data in your company. In order to have a quick start using LeanIX, the following process will allow you to quickly import information into your workspace. For basic questions on handling the import/export function, take 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)

Updated 4 months ago

Import your Initial Data


Since most companies have already gathered information on their architecture in some form, it makes sense to build your workspace starting with this data. LeanIX offers an easy-to-use Excel interface to import and export data. This interface can be used by everyone, no matter if your architecture information is previously stored in Excel or in another Enterprise Architecture Tool.

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