Configuration guide : Physical endpoint rightsizing

The configuration options on this page are only accessible to administrators.

Refer to the Usage guide: Physical endpoint rightsizing to use library content as a standard user.

Prerequisites

This library pack contains content from the following required expansion products:

Some of these products offer default access to their respective content and can still be used without expansion products.

Refer to the Nexthink Infinity thresholds and limits overview documentation for more information about default thresholds for expansion products.

Included content and dependencies

This library pack contains the following content and dependencies:

Content type	Name	Description	Dependencies
Live dashboards	Physical endpoint rightsizing	Displays information used to assess physical endpoint rightsizing opportunities.	Depends on data returned by the Physical endpoint rightsizing workflow.
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	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

Adapt these suggested configuration steps to edit and customize content according to your organizational needs.

Follow these steps to install and configure content:

• Before configuration - Install library pack content from Nexthink Library
• Step 1 - Configure the workflow schedule
• Step 2 - Verifying the dashboard data
• 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.

1. Under Recurrence, select Daily.
2. Under Parameters, select these query outputs:

   • Parameter 1: num_process_
   • Parameter 2: min_screen_size_
3. Select Add.
4. Save and publish the workflow.

Step 2 - Verifying the dashboard data

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.

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

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RELATED TOPICS

• Overview: Physical endpoint rightsizing
• Usage guide: Physical endpoint rightsizing
• Manage live dashboards
• Manage workflows