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Knowledge Management
KM: Diagrams
Procedure: Lucidchart / Store and share a diagram
Procedure: Lucidchart / Store and share a diagram
Tags
Project-Doc
Objective
To provide instruction on securely storing an active physical or logical diagram
Scope
ISO (Security) considers physical and logical diagrams to be confidential documents, which must be securely stored and made accessible only to the IT staff that needs to use them
ISO preference is that there is no PDF of a physical or logical diagram stored in the TDX asset record
Google Drive offers secure, encrypted file storage that uses organizational permissions to limit access to confidential data
User
Licensed MUIT Staff
Environment
1407771: Lucidchart
10374: TeamDynamix (TDX)
10259: Google Drive
Procedure
Open your diagram in Lucidchart
Click the
File
tab and select
Export
from the drop-down menu to save your diagram as a PDF
Be sure to name the PDF of your diagram following this format:
[Application] [(Asset number)] [Physical / Logical] [Creation date]
Example:
Lucidchart (1407771) Physical 03.26.2024
Upload the PDF to the appropriate folder in the Google Drive space,
Application-System Representations
Right-click on the PDF and select
Share
from the drop-down menu
Select
Copy link
to duplicate the file link
Open TDX
and select the
IT CMDB
tab
Locate and open the asset record for the application
Paste the copied link to the
Diagram link
field
You can add as many as 10 links to the text field
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Check out this article I found in the IT knowledge base.<br /><br /><a href="https://miamioh.teamdynamix.com/TDClient/1813/Portal/KB/ArticleDet?ID=157762">https://miamioh.teamdynamix.com/TDClient/1813/Portal/KB/ArticleDet?ID=157762</a><br /><br />Procedure: Lucidchart / Store and share a diagram