docs-eam.leanix.net Open in urlscan Pro
13.81.67.196  Public Scan

Form analysis
0 forms found in the DOM

Text Content

Jump to Content
HomeDocumentationProduct UpdatesProduct Roadmap
User DocsDeveloper Docs

--------------------------------------------------------------------------------

HomeDocumentationProduct UpdatesProduct RoadmapRequest DemoWebsite
User Docs
Request DemoWebsite

User DocsDeveloper Docs
AI Capabilities
Search
CTRL-K
All
User Docs
Developer Docs

START TYPING TO SEARCH…


GETTING STARTED

 * LeanIX Enterprise Architecture Overview
 * LeanIX for Enterprise Architects
   * Getting Data into Your Workspace
   * Use Cases
 * LeanIX for Application and Business Owners
 * Navigating LeanIX Enterprise Architecture
 * LeanIX Resources
 * FAQs


META MODEL

 * Meta Model
 * General Modeling Guidelines
 * Fact Sheet Modeling Guidelines
   * Application
   * Business Capability
   * Business Context
   * Data Object
   * Initiative
   * Interface
   * IT Component
   * Objective
   * Organization
   * Platform
   * Provider
   * Tech Category
   * Optional Features: ESG Capability Fact Sheet
 * Delta to Meta Model v3
 * Configure Workspace for Meta Model v4
 * Modeling Best Practices
   * SAP Modeling Best Practices
     * Modeling SAP Cloud Solutions
     * Modeling SAP S/4HANA
     * Modeling SAP BTP
     * Modeling SAP Interfaces and External Partners
     * Modeling SAP ERP 6.0
   * Microsoft Applications Modeling Best Practices
   * Google Cloud Platform Modeling Best Practices
   * Salesforce Applications Modeling Best Practices
   * AWS Applications Modeling Best Practices
 * AI Governance Extension to the Meta Model


USE CASES AND METHODOLOGIES

 * Application Portfolio Assessment
   * Step 1. Define Scope
   * Step 2. Enrich Data
   * Step 3. Assess Application Portfolio & Next Steps
   * Example: Cloud Migration Assessment
 * Application Rationalization
   * Step 1. Understand your IT and business strategy
   * Step 2. Scope Applications
   * Step 3. Enrich Data
   * Step 4. Evaluate Data
   * Step 5. Create a Roadmap
   * Step 6. Start the Initiative
   * Step 7. Track and Report
 * Application Modernization
   * Step 1. Identify goals & scope Applications
   * Step 2. Plan Transformation Roadmap
   * Step 3. Create Transformations
   * Step 4: Evaluate your Target architecture
   * Step 5: Execute, Track, and Report your Transformation
 * ERP Transformation
   * Phase 0. Foundation: Transformation Strategy and Setup
   * Phase 1. Discover: Achieve Architecture Transparency
   * Phase 2. Prepare the Transformation
   * Phase 3. Explore: Define the To-Be Architecture
   * Phase 4. Realize, Deploy & Run: Execute Transformations and Continuously
     Monitor Progress
 * Obsolescence Risk Management
   * Step 1: Bring Software Assets Information to LeanIX
   * Step 2: Enrich Data
   * Step 3: Discover and Prioritize Technology Obsolescence Risks
   * Step 4: Plan and Manage Risk Mitigation Initiatives
   * Step 5: Monitor, Measure, and Report Risk Mitigation Efforts
   * Advanced Practices
 * Portfolio Assessment Methodologies
   * Gartner® TIME Framework
   * 6R Framework
   * Pace Layering Framework


USER GUIDE

 * User Guide
 * Dashboards
   * Dashboard Modeling
   * Global Filtering in Dashboard
   * Application Portfolio Management Dashboard
   * Fact Sheet Owner Onboarding Dashboard
   * Application Portfolio Management Onboarding Dashboard for Enterprise
     Architects
     * Onboarding Guide for Application Portfolio Management
 * Inventory
   * What is a Fact Sheet?
   * Working with Fact Sheets
   * Archive and Recover a Fact Sheet
   * Import Your Data via Excel
   * Export Your Data via Excel
   * Increase your Data Quality
   * Mandatory Attributes
   * Searching and Filtering in LeanIX
   * Filter by fields on relations
   * Additional Filter Options
   * Strict Filtering
   * Find Fact Sheets in the Inventory
   * Use Tags for more powerful insights
   * Inline Editing
   * AI Capabilities
 * Reports
   * Using LeanIX Reports
   * Report Views
   * Landscape Report
   * Matrix Report
   * Portfolio Report
   * Roadmap Report
   * Radar Report
   * Circle Map Report
   * Other Reports
   * Custom Report: Workspace Best Practice
   * Cost Management
   * Embedding a Report in SharePoint
 * Diagrams
   * Free Draw
   * Data Flow
   * Export and Import Diagrams
 * Presentations
 * Collaboration
   * Surveys
     * Creating a Survey
     * Sending Out the Surveys
     * Responding to Surveys
     * Managing Surveys and Viewing Results
     * Extended Guide on Survey Features
   * To-Dos
   * Quality Seal
   * Collaborating in LeanIX
 * Notifications
 * User Profile


ADDITIONAL PRODUCTS

 * LeanIX Architecture and Road Map Planning
   * Getting Started with Architecture and Road Map Planning
   * Working with Milestones
   * Working with Transformations
     * Configuring Transformation Template
   * Working with Impacts
   * Working with Reports and Roadmaps
   * Transition from Transformation Items/Project Fact Sheet to Initiative
 * LeanIX Technology Risk and Compliance
   * Technology Obsolescence Risk Views in Reports
   * Obsolescence Risk Management Dashboard
   * Managing IT Risks Associated with Data Center and Server Locations


ADMINISTRATION

 * Administrator Guide
 * Basic Settings
   * Branding
   * General
   * Meta Model Configuration
     * Fact Sheet Relations
     * Conditional Attributes
     * Fact Sheet Subtype Management
   * Subscription Roles
   * Tagging
   * Users
   * User Roles
   * Configuration Summary
   * Password Rules
 * Advanced Settings
   * Automations
     * Automations Best Practices
   * Collections
   * Advanced Features Built with Data Usage
   * KPIs
   * Export
   * Notifications Center
     * Configure Email Notifications
   * Transformations (Admin)
   * Portals
     * Portal FAQs
     * Semantic Search in Portals
     * Portal: Parameterized links
   * Downloading Reports from the LeanIX Store
   * To-Dos (Admin)
   * Virtual Workspaces


USER MANAGEMENT

 * Authorization Model
 * Single Sign-On (SSO)
   * SSO with Okta
   * SSO with Microsoft Entra ID
   * SSO with PingOne
   * SSO with Active Directory Federation Services
 * SCIM Provisioning
   * Access Tokens Required for SCIM
   * SCIM Setup in Okta
   * SCIM Setup in Microsoft Entra ID


DISCOVERY & INTEGRATIONS

 * Discovery & Integrations
 * Reference Catalogs
   * Business Capability Catalog
   * Reference Business Architecture
   * SaaS Catalog
   * Lifecycle Catalog
   * Tech Category Catalog
 * Metrics
 * SaaS Discovery
   * Microsoft Defender for Cloud Apps (MDCA)
   * Microsoft Entra ID
   * Netskope
   * Okta
 * Out-of-the-Box Integrations
 * SAP Signavio Integration
   * Authentication against SAP Signavio
   * Map Your Processes From SAP Signavio to LeanIX
   * Map your LeanIX data to SAP Signavio
   * Advanced Configuration
 * ServiceNow Integration
   * Setup in ServiceNow
   * Setup in LeanIX
   * Advanced Configuration
 * Apptio Integration
   * Apptio Technical Overview
   * Setup in Apptio
   * Configuration of the Apptio Connector
 * Collibra Integration
   * Configuring Collibra Integration
   * Conceptual Data Layer Mapping from Collibra to LeanIX
   * Fact Sheet Mapping from LeanIX to Collibra
   * Relation Mapping from LeanIX to Collibra
   * Supported Field Types for Conceptual Data Layer Mapping
   * Supported Field Types for Fact Sheet Mapping
 * Lucidchart Integration
 * Confluence Integration
 * Jira Software Integration
 * LeanIX App for Microsoft Teams
 * OData Integration
 * Synchronization Logging


ADDITIONAL RESOURCES

 * Data Privacy Statement: LeanIX Workspace
 * Cookies and Local Storage Policy: LeanIX Workspace

Powered by 


AI CAPABILITIES

LeanIX AI capabilities use generative AI to streamline enterprise architecture
tasks, including querying data and generating documentation. They enhance
efficiency and understanding, empowering users with actionable insights.

Suggest Edits

OVERVIEW

LeanIX AI capabilities apply the power of generative AI to enterprise
architecture data. By automating tedious documentation tasks, accelerating data
usage, and speeding up research, LeanIX AI capabilities unlock tangible benefits
that help businesses gain a competitive edge.

LeanIX AI capabilities allow users to explore the power of large language models
flexibly and securely. They are powered by dedicated OpenAI models hosted on
Microsoft Azure, ensuring the security and confidentiality of enterprise
architecture data.


> 📘
> 
> NOTE
> 
> LeanIX AI capabilities leverage, Microsoft’s Azure OpenAI Service with Azure’s
> security and enterprise promise. The data from LeanIX workspaces is NOT used
> to train large language models. For further details on data privacy and
> security, see the Azure documentation.


BASE AI CAPABILITIES

Base AI capabilities in LeanIX encompass the following features:

 * Inventory AI prompt leverages generative AI to provide a natural language
   interface for querying data, generating documentation, and obtaining insights
   in the inventory.
 * AI-assisted text simplifies and standardizes text creation by analyzing
   content and context. Additionally, it transforms and enriches existing text
   to ensure clarity and accuracy. It is accessible in various areas, including
   fact sheet descriptions and other documentation.
 * AI-generated context aids users in understanding the tasks better by
   providing additional details and explanations. It is accessible, for example,
   in to-do tasks and surveys, assisting users in completing tasks efficiently.
 * AI-supported translation enables you to translate labels and help texts for
   fact sheet attributes in the meta model configuration.


> 📘
> 
> NOTE
> 
> Currently, only admins can make use of the Inventory AI prompt and
> AI-supported translation features, whereas AI-assisted text and AI-generated
> context are accessible to all users


ACTIVATING BASE AI CAPABILITIES

The activation process includes two steps:

 1. Requesting the feature and signing off AI terms for your organization.
 2. Activating the AI capabilities for each workspace separately, in case your
    organization has multiple ones.


> 📘
> 
>  * Signing off the AI terms is a requirement per contract, while activating
>    the base AI capabilities is done individually for each workspace.
>  * LeanIX base AI capabilities doesn't incur any additional costs.

Admins can request and then activate the base AI capabilities by following these
steps:

 1. Navigate to Admin settings and select Optional Features & Early Access.

 2. Click Request Access on the base AI capabilities feature.
    
    Requesting Access for Base AI Capabilities

 3. You are prompted to agree to the AI terms. Complete the process by clicking
    on Open the AI Terms and providing your consent.

 4. Once you have successfully agreed to the terms, click Activate on the base
    AI capabilities feature in Optional Features & Early Access.


> 📘
> 
> For further information on AI terms, user data handling, Microsoft Azure
> OpenAI usage, and privacy concerns, refer to Frequently Asked Questions.

When you no longer need the AI capabilities, you can deactivate them by
selecting Deactivate next to Base AI Capabilities in the Optional Features &
Early Access section.


INVENTORY AI PROMPT

Inventory AI prompt combines the information in your inventory with the power of
generative AI to make enterprise architecture information more accessible and
actionable. It provides a natural language interface for interacting with your
enterprise architecture repository, allowing you to ask questions, query data,
and receive insights using everyday language. You can use predefined requests or
your own prompts to get assistance in various tasks.

With the inventory AI prompt, you can:

 * Generate descriptions and get better context.
 * Request recommendations for optimizing enterprise architecture based on best
   practices, industry standards, and organizational goals.
 * Query for suggestions on changes to application portfolios, infrastructure
   configurations, and IT governance processes.
 * Obtain details about specific data objects, such as their attributes,
   dependencies, and usage, and get assistance in data object-related operations
   through REST API examples.
 * Obtain quick insights regarding potential risks, relevant regulations, and
   standards.


USING THE INVENTORY AI PROMPT

To use the inventory AI prompt, do the following:

 1. Click Start AI prompt in the inventory to open the Inventory AI prompt page.
 2. Enter your prompt in the prompt field, or select predefined prompts from the
    drop-down menu. Predefined prompts also automatically apply filters as
    required.
 3. Click on the Run Request button (play icon) next to the fact sheets for
    which you want to execute the request. You can also select multiple fact
    sheets and run the request at once for selected fact sheets.
    
    
    > 📘
    > 
    > The selection of all fact sheets in scope for bulk action is intentionally
    > restricted to prevent unnecessary load and resource usage on our end.

 4. To ensure accuracy, it's recommended to review AI-generated content before
    saving it to the fact sheet. Therefore, you need to confirm each response
    individually by clicking the Save icon represented by the check mark.
 5. If the response is not satisfactory, you can regenerate it by clicking the
    Run Request button (play icon).

Using Inventory AI Prompt


> 👍
> 
> TIP
> 
>  * Adjust the predefined prompt or create your own request to make it more
>    specific to your needs and to improve the results.
>  * By specifying the language in your requests, you can receive responses in
>    different languages. For example, "Create description of 2 sentences in
>    French with link to French website".


AI-ASSISTED TEXT

The AI-assisted text allows you to effortlessly create or enhance various types
of text content by analyzing the context and providing options to improve it
through rewriting or summarizing existing text.

For example, currently, AI-assisted text analyzes the content and context of the
fact sheet to generate a concise and accurate description for fact sheets. This
feature streamlines the process of creating informative descriptions, saving
users time and effort.

To use the AI-assisted text feature, click on the AI help icon located at the
bottom right corner of the description field. It automatically generates a
description, which you can then refine, rewrite, summarize, or format as needed.
Additionally, you can explain the relations of all related fact sheets, create
bullet points, format them as paragraphs, or undo changes.

AI-Assisted Text in Description of a Fact Sheet


AI-GENERATED CONTEXT

AI-generated context provides additional information and insights by analyzing
existing data and context, helping users better understand tasks or requests and
make informed decisions.

For example, currently, the AI-generated context provides additional details and
explanations for the to-dos to help you understand the task better and complete
it more efficiently. It recognizes the underlying request of the to-do and
considers the to-do’s description and other details in the fact sheet to
generate context and help users in their tasks.

To use the AI-generated context feature in to-dos, click on the AI Help icon in
the task. You can regenerate the response if needed and delete the context when
no longer required.

AI-Generated Context in To-Dos


AI-SUPPORTED TRANSLATION

The AI-supported translation allows administrators to add and translate labels
and help texts for both newly created and existing attributes in the meta model
configuration. This enables you to ensure that labels and help texts for fact
sheet attributes are accessible in multiple languages, facilitating a more
inclusive and comprehensible user experience for all users, regardless of
language preference. The ability to perform translations en masse saves time and
effort while also ensuring consistency across the translated content.

To use AI-supported translation while adding a new attribute, click the Add
Translations button on the Translations tab on the right-side panel. Labels and
help texts in different languages are automatically generated for all the
fields, field values, and relations.

Adding Translations to Attributes Using AI-Supported Translation

If needed, you can undo or rewrite the generated translations. For existing
attributes, if a translation is missing in one or more languages, you can add
the missing translations by clicking the AI Help icon and selecting the
appropriate option.

Options for Adding Missing Translations, Rewriting, or Undoing the Translation


FREQUENTLY ASKED QUESTIONS


USAGE AND GENERAL QUERIES

Q: If I have multiple workspaces, which of them gets the feature?

A: All LeanIX Enterprise Architecture workspaces under your main LeanIX contract
receive the feature. However, the feature has to be activated for each workspace
individually. See Activating Base AI Capabilities.

Q: Do LeanIX AI capabilities use a dedicated language model for each LeanIX
customer?

A: No, LeanIX AI capabilities leverage Microsoft's Azure OpenAI Service with the
same unmodified model(s) for all LeanIX customers.

Q: Can I use a different language model or my own Azure OpenAI Service?

A: No, the LeanIX AI capabilities only leverage the dedicated OpenAI models of
Microsoft's Azure OpenAI Service.

Q: Where can I find more information on the used AI Service?

A: You can find more information on the website of Microsoft’s Azure OpenAI
Service.

Q: Are there API endpoints available to the base AI capabilities?

A: No, the base AI capabilities cannot be accessed via our API endpoint


DATA HANDLING AND PRIVACY CONCERNS

Q: Where is the language model hosted, and where is the data processed?

A: Depending on the availability, we try to leverage the language model hosted
in the customer's region. However, as Microsoft does not guarantee availability
in all regions, we might choose different regions where necessary.

Q: Which data is processed by the Microsoft Azure OpenAI service?

A: The data processed depends on the specific use case. For instance, to
generate a description for a Fact Sheet, relevant data from that fact sheet,
such as name, existing description, and relations are used. When generating the
context of a to-do, relevant data from any related fact sheet is also taken into
account.

It's important to note that no personally identifiable information (PII) data,
like names or email addresses of users, is sent to the Azure OpenAI service.

Q: Which data from my LeanIX AI capabilities usage does LeanIX store?

A: The request query in the prompt and the selected fact sheet type info are
stored to analyze usage patterns. The query context with workspace data is not
stored.

Q: Does anyone outside of LeanIX have access to the processed data?

A: No. No explicit access is granted to any third party, including Microsoft
Azure personnel.

Q: Is any of my workspace data used to train the AI/language model?

A: No, the large language models used are not retrained with data from your
workspace.

Q: Does LeanIX or Microsoft Azure OpenAI send my workspace data to OpenAI?

A: No. Microsoft hosts the OpenAI models within its Azure infrastructure, and
all workspace data sent as context to Azure OpenAI remains within the Azure
OpenAI service.


LEGAL AND COMPLIANCE INQUIRIES

Q: What does the AI terms agreement contain, and why is it necessary to agree to
it?

A: AI terms simply acknowledge that LeanIX uses AI functionality to deliver
certain features. It's a standard acknowledgment required to ensure transparency
and it does not pose any additional obligation to the customer.

Q: Do the base AI capabilities process personal data? Should customers update
their contract terms with LeanIX due to AI capability activation?

A: The base AI capabilities do not process personal data, so there is no need to
update the contract's data processing terms.

Q: What agreements did LeanIX sign with Microsoft regarding these AI
capabilities?

A: LeanIX has standard commercial terms with Microsoft for the use of their AI
functionalities. More details can be found on Microsoft’s Azure OpenAI Service.

Q: Are there any additional terms from Microsoft Azure Open AI Services for the
LeanIX base AI capabilities?

A: There are no additional terms from Microsoft. Any future updates will be made
available via LeaniX Commercial.

Updated 15 days ago

--------------------------------------------------------------------------------

Inline Editing
Reports
Did this page help you?
Yes
No
 * Table of Contents
 * * Overview
   * Base AI Capabilities
     * Activating Base AI Capabilities
     * Inventory AI Prompt
     * AI-Assisted Text
     * AI-Generated Context
     * AI-Supported Translation
   * Frequently Asked Questions
     * Usage and General Queries
     * Data Handling and Privacy Concerns
     * Legal and Compliance Inquiries