Reporting Groups

From Reporting groups you can create and preconfigure groups within the same organization using different criteria to meet the needs of departments, offices or user groups that make them up.

It is also possible to know which users and which roles have access to the reporting group. As well as activate Remote Assistance functionalities.

Reporting groups creation

To create a reporting group, press the New button and fill in the following fields:

• Tenant: it is a dropdown, to select the tenant in which the new reporting group will be created.
• Name: the name that the reporting group will have.
• Environment: opens a dropdown to select the environment in which the reporting group will be.
• Patch directive destination: opens a dropdown to select which patch policy the reporting group will be subjected to.
• Fishing pattern: it is an optional field. Allows indicating the regular expression (RegEx) that will be used to add devices to the reporting group. For example: company (includes all devices whose names contain the word "company") or .*2023$ (includes devices whose name ends in "2023").

Once the reporting group has been created, it will appear in the table of the list view. The Reload button is very helpful if you want to refresh the list to ensure the reporting group has been created.

Fishing pattern

The fishing pattern allows automatically grouping in a reporting group the devices that share a regular expression (RegEx) in the name.

The devices that form the reporting group will be updated every hour. It is an automatic process that checks if there are new devices matching the configured RegEx. If there are, the devices will be moved to the corresponding reporting group.

info

The regular expression (RegEx) should have a maximum of 250 characters.

It is important to pay attention to all the active RegEx to avoid conflicts between reporting groups, as it may happen that when creating a new one, its RegEx matches an existing one.

You can verify which reporting group a device is in from Reporting Groups, in the Workspaces module. And the history of a reporting group can be queried from the device detail view, in the Workspaces module.

If you want to check which reporting group the device has passed through, you can do so from Reporting group history, in the detail view of a workspace, in the Workspaces module.

Reporting groups list

The list view shows a table whose fields match the data requested to create the reporting group. It also has the Action field, which allows access to View details and Agent configuration.

View details

The detail view allows consulting three types of information about the selected reporting group:

Details

This tab offers general information about the reporting group being consulted. The Edit button opens a form that allows you to change the initial characteristics of the group, such as the name or the patch directive destination.

Roles

This tab shows a table with the list of roles that can access the reporting group being consulted. In turn, this table also has the Action field -> View details, which allows you to consult more specific information about the roles: details, permissions and users.

• Details: general information about the role. At the bottom right, the Edit button allows you to change the name of the role.
• Permissions: through a table, shows the permissions that this role has in the Portal, Workspaces and Analyzer modules.
• Users: through a table, shows a list of users assigned to that role.

More information about roles, users and permissions in Roles.

Users

This tab shows the name and associated email of the users who make up the reporting group being consulted.

Magic link

Users with the Organization Administrator role within a partner-type organization can generate and send Magic links to users so they can download FlexxAgent on their devices without being logged in.

This tab shows a table with the list of Magic links created in the report group being consulted, both from the Generate Magic Link button on the Home page of Portal and from this same tab.

The Create button allows you to generate Magic links in the report group to optimize access to the FlexxAgent download on devices, previously defining their expiration time.

Export gives the option to export the list in .xlsx format and Refresh allows you to update the list of magic links shown in the table.

The table provides information about specific data of the created Magic link, such as the author, creation, and expiration dates; it also shows if it has been revoked and when. From here it is also possible to copy the generated magic link to share it and revoke it when deemed convenient.

More information about Magic links

FlexxAgent configuration (Remote Assistance)

From here, a user with the Organization Administrator access level in Portal can configure the type of remote support the report group will have: interactive, unattended, dynamic, or none.

This configuration is set from Products, however, very specific and particular configurations can be made for the reporting groups.

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Download FlexxAgent

In FXXOne it is possible to download FlexxAgent from the reporting groups. Simply click on the Download agent tab to perform this action and then follow the installation steps.

This action can also be performed from the Home page of Portal.