> For the complete documentation index, see [llms.txt](https://docs.nexthink.com/platform/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.nexthink.com/platform/library-packs/hardware-management/physical-endpoint-rightsizing/configuration-guide-physical-endpoint-rightsizing.md).

# Configuration guide : Physical endpoint rightsizing

{% hint style="warning" %}
The configuration options on this page are only accessible to [administrators](https://docs.nexthink.com/platform/user-guide/administration/account-management/roles#roles-administration).

Refer to the [Usage guide: Physical endpoint rightsizing](/platform/library-packs/hardware-management/physical-endpoint-rightsizing/usage-guide-physical-endpoint-rightsizing.md) to use library content as a standard user.
{% endhint %}

## **Prerequisites** <a href="#documentation-pre-requisites" id="documentation-pre-requisites"></a>

This library pack contains content from the following required [expansion products](https://docs.nexthink.com/platform/latest/products):

{% hint style="info" %}
Some of these products offer default access to their respective content and can still be used without [expansion products](https://docs.nexthink.com/platform/latest/products).

Refer to the [Nexthink Infinity thresholds and limits overview](https://edocs.nexthink.com/nexthink-infinity/infinity-specifications/nexthink-infinity-default-thresholds-overview) documentation for more information about default thresholds for expansion products.
{% endhint %}

## **Included content and dependencies** <a href="#documentation-contentanddependencies" id="documentation-contentanddependencies"></a>

This library pack contains the following content and dependencies:

| Content type                                                                                                           | Name                                        | Description                                                                                                                                                                                                                        | Dependencies                                                                                                            |
| ---------------------------------------------------------------------------------------------------------------------- | ------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------- |
| [Live dashboards](https://nexthink.gitbook.io/opd/user-guide/live-dashboards/managing-live-dashboards)                 | **Physical endpoint rightsizing**           | Displays information used to assess physical endpoint rightsizing opportunities.                                                                                                                                                   | <p>Depends on data returned by the <strong>Physical endpoint rightsizing</strong> workflow.<br></p>                     |
| [Workflows](https://nexthink.gitbook.io/opd/user-guide/workflows/managing-workflows)                                   | **Physical endpoint rightsizing**           | Collects processor and monitor information for devices returned by the scheduled investigation.                                                                                                                                    | Requires a schedule in the **Start** thinklet. The schedule must use the specified **NQL** query and output parameters. |
| [Custom fields](https://nexthink.gitbook.io/opd/user-guide/administration/content-management/custom-fields-management) | **CPU Performance Class**                   | Automatically classifies each device according to its CPU performance tier. The **Physical endpoint rightsizing** workflow updates this field based on the number of logical processors detected on the device.                    | Required to populate specific dashboard widgets.                                                                        |
|                                                                                                                        | **Device refresh external display refresh** | Automatically identifies whether the device should be refreshed based on its external display characteristics. The **Physical endpoint rightsizing** workflow updates this field using the detected minimum external monitor size. | Required to populate specific dashboard widgets.                                                                        |
|                                                                                                                        | **Device refresh device type**              | Automatically classifies the device type for refresh recommendations. The **Physical endpoint rightsizing** workflow updates this field using the collected hardware information to support device rightsizing decisions.          | Required to populate specific dashboard widgets.                                                                        |

## **Configuring** Physical endpoint rightsizing <a href="#documentation-configurationguide" id="documentation-configurationguide"></a>

{% hint style="info" %}
Adapt these suggested configuration steps to edit and customize content according to your organizational needs.
{% endhint %}

Follow these steps to install and configure content:

* [ ] Before configuration - Install library pack content from [Nexthink Library](https://docs.nexthink.com/platform/latest/library)
* [ ] [Step 1 - Configure the workflow schedule](#step-1-configuring-the-workflow-schedule)
* [ ] [Step 2 - Verifying the dashboard data](#documentation-step3-editcampaigns)
* [ ] [Step 3 - (Optional) Configuring custom fields](#step-3-optional-configuring-custom-fields)

### **Step 1 -** Configuring the workflow schedule

Configure the schedule in the **Start** thinklet of the **Physical endpoint rightsizing** workflow. The query provides the processor and monitor values required by the workflow.

1. From the main menu, open **Workflows**.
2. Open the **Physical endpoint rightsizing** workflow.
3. Select the **Start** thinklet.
4. Add a schedule.
5. Enter `Daily_hour` in **Name**.
6. Paste the following query into the **NQL** editor:

```
devices
| include device.cpus
| compute num_process_ = number_of_logical_processors.sum()
| include device.monitors
| compute min_screen_size_ = diagonal_size.min()
| list device.name, device.uid, num_process_, min_screen_size_
```

> Keep the output aliases unchanged. The workflow expects the `num_process_` and `min_screen_size_` parameters.

7. Under **Recurrence**, select **Daily**.
8. Under **Parameters**, select these query outputs:
   * **Parameter 1**: `num_process_`
   * **Parameter 2**: `min_screen_size_`
9. Select **Add**.
10. Save and publish the workflow.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fj5AvGn2GVIPeLLbdb4Gx%2Fimage.png?alt=media&amp;token=3872c438-2dc6-4b17-9e5f-e3e88fd4ebb6" alt="" width="375"><figcaption></figcaption></figure>

### **Step 2 -** Verifying the dashboard data <a href="#documentation-step3-editcampaigns" id="documentation-step3-editcampaigns"></a>

Verify the workflow before using the dashboard for rightsizing decisions.

1. Confirm that the **Physical endpoint rightsizing** workflow is published.
2. Confirm that the schedule is active.
3. Allow the workflow to complete at least one scheduled execution.
4. Open **Live Dashboards** from the main menu.
5. Open **Install Physical endpoint rightsizing**.
6. Confirm that processor and minimum screen-size data appear.
7. Review the workflow execution history when data is missing.

> Schedule the workflow when eligible devices are online. This helps the query return current device information.

### **Step 3 - (Optional) Configuring custom fields**

The **Physical endpoint rightsizing** workflow automatically updates three **Custom fields** used by the **Install Physical endpoint rightsizing** dashboard. Review the classification criteria before modifying the workflow.

#### CPU Performance Class

The workflow classifies each device according to the total number of logical processors.

| CPU Performance Class | Logical processors |
| --------------------- | ------------------ |
| Low                   | ≤ 4                |
| Standard              | > 4 and ≤ 8        |
| High                  | > 8 and ≤ 16       |
| Workstation           | > 16               |

> If you change these thresholds, review the dashboard widgets that use the **CPU Performance Class** custom field to ensure the displayed classifications remain consistent.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2FuHXYWtotqAMQlRZyd4LK%2Fimage.png?alt=media&amp;token=46e6d9d6-2b3d-4813-9c59-69bd7e49e7a5" alt=""><figcaption></figcaption></figure>

#### Device refresh external display

The workflow classifies devices according to the size of the smallest connected monitor.

| Display profile          | Minimum monitor diagonal size |
| ------------------------ | ----------------------------- |
| Simple display profile   | < 16"                         |
| Moderate display profile | ≥ 16" and < 20"               |
| Advanced display profile | ≥ 20"                         |

#### Device refresh device type

The workflow also updates the **Device refresh device type** custom field.

| Display profile | Minimum monitor diagonal size |
| --------------- | ----------------------------- |
| Lightweight     | Laptop < 16"                  |
| Standard        | ≥ 16" and < 20"               |
| Workstation     | ≥ 20" or not laptop           |

***

RELATED TOPICS

* [Overview: Physical endpoint rightsizing](/platform/library-packs/hardware-management/physical-endpoint-rightsizing.md)
* [Usage guide: Physical endpoint rightsizing](/platform/library-packs/hardware-management/physical-endpoint-rightsizing/usage-guide-physical-endpoint-rightsizing.md)
* [Manage live dashboards](https://nexthink.gitbook.io/opd/user-guide/live-dashboards/managing-live-dashboards)
* [Manage workflows](https://nexthink.gitbook.io/opd/user-guide/workflows/managing-workflows)


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