Sharing discovered information to a wider audience
Portals are a powerful feature in VSM to not only make discovered information available to the outside, but also to integrate workflows like submitting a request, observing an artifact or accessing documentation. Goal is to provide intuitive entry points to users, based on a flexible configuration for the admin.
Software Artifact Catalog
How to Configure or Edit a Portal
As a LeanIX Admin, you have to access the Administration area in LeanIX and go to Portal, as shown below.
Here you have the option to:
- Create a New Portal, by selecting New Portal
- Edit an existing Portal if already created, by selecting the portal Name.
Whichever option you select, a Configuration interface allows you to create or edit your portal.
Under the General section you can choose the Unique name for the portal to act as part of your URL, as well as who the portal is Accessible for. Here is also where you can enable or disable the portal, by ticking or unticking the Enabled box.
The Fact Sheets section is where you select which Fact Sheet Type to have on your portal, for example Applications. An important sub-section here is the Fact Sheet Filter, which allows you filter which LeaIX Applications to make available on your portal (i.e. Applications that have their Lifecycle set in LeanIX as Active).
The Portal Header section lets you set the Portal Title, Request Label or Request URL. Filter Option Type can be either Relation or Tag Group, and Filter Fact Sheets lets you select the Fact Sheet type to be used as filter in the header area.
As an Admin you can configure the displayed status for each Fact Sheet.
Please note that the status for each Fact Sheet can be based on the value of the Ordering State field on the Fact Sheet. This field can be made visible by using the Self-Configuration feature and moving it from the "Unused Fields" section to another section, e.g. "Name & Description".
Furthermore, as an Admin you can also configure the Relations which will be displayed on the details screen of a Fact Sheet.
Transient Users with SSO
A great benefit of SSO integration with your (external) Identity Provider is the ability to enable Transient user roles. This allows users within your organisation to access a lightweight version of LeanIX via our Self-service Portals or Catalogs.
You can then embed these portals in your existing intranet, wiki or any other system sitting behind your SSO. You now have a great way to showcase data from within LeanIX directly, all without having to invite or create specific user accounts in LeanIX.
For more details, and to enable the Transient User setting, please reach out to your Customer Success Manager!
Can I configure more than one Portal?
**Yes, The system supports more than one portal when settings are defined by an Admin user. Every portal can have different settings and different Fact Sheet types.
Can I change filters on the Portal?
Depending on how the filters are configured by the Admin, various elements (relations, attributes, tags) can be set as filters.
How should I configure Request links in the Portal?
Request links must be defined on the Resources tab of the Fact Sheet, by selecting Ordering Form, Additional Help, FAQ etc. If a new resource type is required, please contact our Customer Success team.
Can any Fact Sheet type be used in the Portal?
Yes. Any type of Fact Sheet can be used if defined on Self-Service Configuration by an Admin.
How do I add or change a Portal Name?
A Portal Name can be defined either when setting up a new portal, or when editing it. This is a mandatory field and is available in the Basic Configuration interface under the Portal Header section.
Updated over 1 year ago