LeanIX Inventory: Import & Export
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The document outlines a learning session on data import and export processes in LeanIX, detailing essential steps and best practices for importing application data. Key recommendations include establishing a clear business capability model, adapting application definitions, and focusing on crucial attributes for initial imports. The document also provides a systematic approach for exporting data and emphasizes the importance of following the correct order during imports for optimal results.
LeanIX Inventory: Import & Export
- 1. INVENTORY: IMPORT & EXPORT (ENTRY LEVEL) 22nd November 2018 Christian Richter, VP Customer Success @LeanIX
- 2. WIFI: Leanix Code: EAconnectdays
- 3. Import / export learning session 3 Decisions to take before importing data Recommended way of importing data Practical insights how to generate visualizations from imports Learning content of this session
- 4. Agenda 4 Concept of the import/export functionality Wrap-Up How to import/export
- 5. Excel-based import is the most common way to perform mass edits in the workspace 5 UI Intable editing API Excel • Creation of single fact sheets • Updates to single fact sheets by different users • Detailed views of single fact sheets • Multiple updates of a fact sheet selection • No creation of new fact sheets • Automated updates / creations of fact sheets (e.g. for integrations) • Overcoming current limitations in import / exports (e.g. relation attributes) • Easy-to-use mass edits (creates / updates) • Most often used during onboarding and centralized updates (e.g. by EA team) • Creation of lists (export) for further analysis
- 6. Importing your baseline Application Portfolio in 3 stepsConcept of the import/ export functionality 1. Establish a lean Business Capability and User Group model. 2. Adapt the best-practice Application definition to your needs. 3. Import basic Application and Data Object attributes and relate them to Business Capabilities and User Groups. 6 Interface Application Provider IT Component Project User Group Data Object Technology Architecture Information System Architecture Business Architecture Tech. Stack Business Capability Process
- 7. 1. Establish a lean business capability model based on proven best practices Concept of the import/ export functionality 1. We can provide ready-to-upload XLS templates for Business Capabilities, Tech Stack and Data Objects. 2. Just make sure to focus on quick results and not on long discussions. 3. Also include User Groups (e.g. from organizational chart) and/or Processes (e.g. supported by Signavio) if data is available. 7
- 8. 2. Establish an Application definition that fits your environment based on best practices Concept of the import/ export functionality • Business first: The application list needs to be understandable by everyone • Be realistic: If an XLS or a Sharepoint application is supporting your business, it‘s likely an application • Keep it simple: Use hierarchies only when really needed. Don‘t be shy to leave out modules or other details at least for the start • Make clever use of tags: Aspects like hosting or PII can start as tag groups and evolve later 8 Application Manages and exchanges business data Supports business capabilities Has a lifecycle, has business and IT ownership and is used by business units Relies on Software, Hardware and IT Services
- 9. 3. Focus on the most important attributes for the startConcept of the import/ export functionality 1. Assign Application name & description for easy identification 2. Set basic lifecycle information 3. Collect high-level business criticality, functional fit and technical fit 4. Assign Applications to Business Capabilities 5. Define major responsibilities (e.g. Application Owner) as base for further data collection & maintenance 6. Add your most important application attributes (e.g. Hosting, TIME, PII) as tag groups 9 1 2 3 4 5 6
- 10. Agenda 10 Concept of the import/export functionality Wrap-Up How to import/export
- 11. Curate a list of fact sheets that you want to exportHow to export? 1. Select the fact sheet type you want to export. 2. Use the filter functionality to select all the fact sheets you want to export. 3. Switch to table view in the top right. 4. Choose all the columns you want to display. 5. Click on the “Export”-button. 11
- 12. Download your data and open it in ExcelHow to export? 1. Click on “Export”. 2. Afterwards click on “Download”. 3. The XLSX-file will be downloaded. 4. You can use the file as an import template. 12
- 13. Consider the order of import for smooth operationsImport your data 1. Fill the Import-Template with your data. 2. Get familiar with the LeanIX data model and consider the order of import: • Start with fact sheet names and consider hierarchies (parent – child relation) • Add further attributes • Import tags and subscriptions after creating tag groups and subscription roles in LeanIX • Import relations 13 Hierarchies (parent – child) Attributes Tags / subscriptions Relations A B DC
- 14. Prepare your data in the import Excel sheetsImport your data 1. Fill the Import-Template with your data. 2. Get familiar with the LeanIX data model and consider the order of import: • Start with fact sheet names and consider hierarchies (parent – child relation) • Add further attributes • Import tags and subscriptions after creating tag groups and subscription roles • Import relations 14
- 15. Prepare your data in the import Excel sheetsImport your data 1. Fill the Import-Template with your data. 2. Get familiar with the LeanIX data model and consider the order of import: • Start with fact sheet names and consider hierarchies (parent – child relation) • Add further attributes • Import tags and subscriptions after creating tag groups and subscription roles • Import relations 15
- 16. Business CapabilitiesImport your Data 1. Click on the “Import” button on the right site of you inventory. 2. Select the file that you want to import. 3. Activate the Test Run. 4. Deactivate the Test Run and import your data. 16
- 17. User GroupsImport your Data 1. Click on the “Import” button on the right site of you inventory. 2. Select the file that you want to import. 3. Activate the Test Run. 4. Deactivate the Test Run and import your data. 17
- 18. ApplicationsImport your Data 1. Click on the “Import” button on the right site of you inventory. 2. Select the file that you want to import. 3. Activate the Test Run. 4. Deactivate the Test Run and import your data. 18
- 19. Analyze and share your results 19
- 20. Analyze and share your results 20
- 21. Agenda 21 Concept of the import/export functionality Wrap-Up How to import/export
- 22. Wrap-Up 22 Key takeaways Excel import is one of four ways to edit data in LeanIX – and the most common one for mass edits For the initial import, prioritize fact sheet types and attributes and consider the right order If you have any questions during imports, please contact your Customer Success Manager
- 23. WIFI: Leanix Code: EAconnectdays Thank you! Any questions?