Process configuration

Process configuration lets you define which processes are considered relevant to the business, enabling a more accurate analysis of device usage. Through Process groups, your organization can establish which processes are part of its core activity (core process). This lets you know:

• How much time devices are used on those processes
• Whether devices are used for their intended purpose
• Which tools are really used in each department

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General considerations

• Process configuration is optional.
• It is configured per Workspace group.
• A device can belong to several Workspace groups and, therefore, to several Process groups.
• It lets you segment the analysis by area or department.
• Changes take effect at 12:00 (UTC).
• Processes can be added manually or from the executables reported by devices.

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Table information

The main table shows the Process groups configured in the organization. It includes the following fields:

• Name. Name of the Process group.
• Workspace group. Workspace group associated with the Process group.
• Number of workspaces. Number of devices included in the Workspace group.
• Number of processes. Number of processes defined within the Process group.

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Create a Process group

To create a new Process group:

1. Go to Digital Activity → Process configuration.
2. Click Create.
3. Fill in the following fields:
   • Name. Name of the Process group.
   • Description. Descriptive text for the group.
   • Workspace group. Workspace group it will be associated with.
   
4. Click Save.

The group appears in the table. You may need to click Reload to refresh the view.

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Add processes

Once you have created the Process group, you need to add the processes you want to monitor.

1. In the table, click the name of the Process group you just created. It is clickable and lets you access its configuration.
2. Go to the Processes section.
3. Select one of the following options (or both):
   • Add process
   • Add from running processes

• Add process lets you add a process manually:
  • By defining an identifying name.
  • By specifying the executable (.exe).

• Add from running processes lets you select processes that have already been detected on devices.
  • Shows processes previously reported by devices.
  • Makes it easier to configure based on existing processes.

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Process table

Once added, processes are shown in a table with the following fields:

• Name. Name the user assigned to the process.
• Process name. Name of the executable (.exe)
• Actions. Link to View details. Lets you edit the name and the executable.

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Available actions on Process groups

You can perform the following actions on each Process group:

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Edit

Lets you modify the Name, Description, and Workspace group assigned during the Create a Process group process.

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Clone

Lets you create a new Process group based on an existing one. It’s useful for reusing configurations; it can be assigned to another Workspace group.

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Delete

Lets you delete the Process group.