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Version: 25.9

Reporting Groups

Reporting Groups allow you to create and manage groupings of devices within the same organization using different criteria. Their goal is to cover specific needs of departments, locations, or user collectives.

rg-list

From this feature, you can:

  • Check which users and roles have access to each group.
  • See which devices are part of the group.
  • Assign an update policy.
  • Activate or modify remote assistance functionalities configured through FlexxAgent.
  • Define a fishing pattern to automate device inclusion.

Creation of a reporting group​

Steps to create a group:

  1. Go to Portal -> Settings -> Reporting Groups.

  2. Click on New.

  3. Fill out the form with the following fields:

    • Name. Group identifier.
    • Environment. Dropdown to choose the environment.
    • Fishing pattern. Regular expression (RegEx) used to automate device inclusion based on their name. Examples:
      • company - Includes all devices whose names contain the word "company".
      • .*2023$ - Includes devices whose name ends with "2023".
    • Patch policy target. Update policy assigned to the group.

Fishing pattern​

The fishing pattern allows configuring RegEx for automatic device inclusion.

Is Working​

  • Every hour, the system runs an automatic process that searches for devices whose name matches the configured expression. If found, it adds them to the corresponding reporting group.
  • RegEx supports up to 250 characters.
  • It is recommended to periodically review active expressions to avoid overlaps and conflicts among groups.

Verifications​

You can check which group a device belongs to from Workspaces on Portal, accessing the device details, which also shows the assigned group history.

Auto update of FlexxAgent​

Allows activating the auto update of FlexxAgent on devices belonging to a group.

Settings​

  1. In the reporting group table, select the group(s) you want to configure.

  2. Click on Edit auto update.

  3. Choose one of the following options:

    • Enable auto update
    • Disable auto update
    • Reset auto update

    agentversions-autoupdate

note

In organizations with the FlexxAgent Versions feature, auto update always targets the Production environment, not Early.

Uninstallation Protection​

This functionality prevents users from uninstalling FlexxAgent from the device. It can also be applied at the Product level.

Cases where protection is active​

  • The feature is enabled in the reporting group to which it belongs.
  • The feature is deactivated in the reporting group (it is neither enabled nor disabled), but it is enabled at the Product level.

Requirements​

  • The configuration can only be performed by a user with the Organization Admin role.
  • Available from FlexxAgent version 25.4.2.

Settings​

The feature can be enabled in one or more groups:

  1. Go to Portal -> Settings -> Reporting Groups.
  2. Select the group and in the Action field, click on Agent settings.
  3. Edit the Uninstallation protection option via the edit button.
  4. Click on Save.
info

Reporting groups inherit the settings made at the Product level; however, they can overwrite them.

uninstall-protection

tip

For more information, see the documentation on Uninstallation Protection.

Reporting groups list​

The list view shows the reporting groups with the following information:

  • Name
  • Environment
  • Product
  • Fishing pattern
  • Fishing pattern scope
  • Patch policy target
  • Policy
  • Automatic Update
  • Uninstallation protection
  • Action (See details and Agent settings)

Details of a reporting group​

Upon accessing the details, several tabs are displayed:

1. Details​

Contains the general information of the group.

Through Edit, you can modify: Name, Environment, Fishing pattern, Fishing pattern scope, and Patch policy target.

2. Roles​

List of roles that can access the group. Includes:

  • Name
  • Assigned users
  • Assigned tenants
  • Created by
  • Updated by
  • Creation and update dates
  • Action (Role details)

rg-roles

3. Users​

List of users with access to the group. Includes:

  • Full Name
  • Email
  • Department

4. Devices​

List of devices associated with the group. Includes:

  • Name
  • Intel vPro Enterprise (compatibility)
  • IP Address
  • Operating System
  • CPU Cores
  • RAM
  • Type (physical or virtual)
  • Last connected user

FlexxAgent Configuration (Flexxible Remote Assistance)​

Administrators can define the type of remote assistance:

  • Interactive (attended)
  • Unattended
  • Dynamic
  • None

product-agent-settings

This configuration is set from Products. However, specific configurations can be made for report groups.

info

Some of the FlexxAgent configuration options are not visible to users with the Organization Administrator role.

Removal of a device from a reporting group​

  1. Access the Workspaces module -> Level 2 -> Reporting groups.
  2. Select the corresponding reporting group.
  3. In the Devices tab, select the device.
  4. Go to Operations -> Delete workspace.

deleteWorkspace