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.

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)