Creating and Managing Groups

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  • Updated on Apr 28, 2025
  • Published on Apr 1, 2025
  • 3 minute(s) read
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Introduction

The Groups module in the HP Workforce Experience Platform (WXP) enables you to organize devices into logical collections for targeted actions and reporting. You can create Dynamic, Static, or Entra ID-based groups depending on your business scenario.

This article provides a step-by-step guide to:

Accessing the Groups Page

  1. Log in to WXP. The Home page is displayed.
  2. From the left menu of WXP, click Groups. The Groups page is displayed, showing data in a table format with the following columns:
  • Group Name: The name of the group.
  • Membership Type: The type of membership, such as Dynamic, Static, and Entra ID.
  • Created On: The time when the group was created.
  • Created By: The user who last edited the group.
  • Modified On: The time when the group was last updated.
  • Modified By: The name of the user who last updated the group.

Adding a New Group

  1. From the left menu of the platform, click Groups. The Groups page is displayed, along with an option to Add a new group
  2. Click Add. The Add Group page is displayed.
  3. The first step is to select a Membership Type. The options are:
    • Dynamic Rule: Automatically updates and synchronize active devices based on predefined rules.
    • Static Assignment: Ideal for cases where the assigned devices should remain fixed.
    • Entra ID: Import and synchronize Entra ID group device members

Creating a Dynamic Group

  1. When the membership type is selected as Dynamic Rule, you are prompted to enter:
  • Group Name: Enter an intuitive name for the group.
  • (Optional) Description: A brief description about the group.
  1. Click Next. The next step is displayed to define membership rules.
  2. To set a rule, enter the following details;
    1. Property: Select a property, such as Manufacturer, Device Model, Device Name, Operating System, or Serial Number.
    2. Choose an Operator. For example, Equals or Starts With.
    3. Select a Value corresponding to the property.
  3. (Optional) To add additional criteria, click + Add Rule
  4. (Optional) Click Calculate to view the count of devices matching the set rule.
  5. Preview matching devices in the Active Devices section.
  6. Click Next. The third step is displayed to review the details of the group.
  7. Click Add. A popup is displayed with a success or failure message.

The newly added group is now accessible from the Groups listing page.

Creating Static Assignment Groups

  1. When the membership type is selected as Static Assignment, you are prompted to enter:
    • Group Name: Enter an intuitive name of the group.
    • (Optional) Description: A brief description about the group.
  2. Click Next. The second step is displayed to Assign Devices. The available options are:
    • Select from the device list: The devices are listed in a table format. Using the check box, select one or more devices manually.
    • Upload .CSV file with the device list: When this option is selected, download the CSV Template for formatting guidance.
      • Include at least one of these properties: Last Signing User, Device Name, User Email, Serial Number.
      • Save the updated file locally and upload it.
  3. Click Next. The third step is displayed to review the details of the group.
  4. Click Add. A popup is displayed with a success or failure message.

The newly added group is now accessible from the Groups listing page.

Importing Entra ID Groups

Prerequisite: Before importing Entra ID Groups, a user with Connector Admin role must configure the Entra ID Group connector.
For detailed steps to configure Entra ID Group connector, refer to the article - Entra ID Groups.

To import Entra ID Groups:

  1. When the membership type is selected as Entra ID, you must be connected to your Entra ID tenant to proceed.
  2. In the second step, select Entra ID.
    • Choose the Group and Device OS Types to import and sync.
    • Only devices enrolled in WXP are included.
  3. Review the group profile including:
    • Group Name
    • Membership Type
    • Created By
    • Member Devices
    • Operating System
  4. Click Add to import the group. A popup is displayed with a success or failure message.

The newly added group is now accessible from the Groups listing page.

Note:
  • Dynamic Groups: Updates automatically based on the defined rules.
  • Static Groups: It requires manual updates.
  • CSV uploads: The format must match the recommendatation to avoid errors.
  • Entra ID Groups: The sync happens every 24 hours.
  • RBAC restrictions: Only authorized users can create or manage groups.

Related Resources

For additional information, refer to the following articles:

Contact Us

For assistance, create a support case or email [email protected].

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