Managing User Preferences

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  • Updated on Apr 27, 2025
  • Published on Mar 25, 2025
  • 11 minute(s) read
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Introduction

The Preferences feature in the Settings module of HP Workforce Experience Platform (WXP) allows you (IT administrators) to customize and manage various aspects of device management, authentication, and experience scoring. By configuring preferences, your organization can streamline operations, enhance user experience, and ensure secure and efficient device management.

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

  1. Archiving Devices
  2. Configuring Authentication Preferences
  3. Managing Company PIN
  4. Customizing Metrics for Experience Score
  5. Managing Data Transfer Settings for Client Application
  6. Managing Device Groups
  7. Managing Custom Fields for Reporting
  8. Managing Statuses for Device Lifecycle
  9. Managing Settings for Data Collection
  10. Managing Domain Names
  11. Configuring Company Networks
  12. Configuring Network Monitor Settings
  13. Managing Third-party Integrations

Archiving Devices

Use this feature to set a specific duration after which a device is considered archived. Archived devices are excluded from active reports to ensure data clean and relevant. For example, you can archive devices that are inactive for 90 days to exclude them from performance reports.

To set an archive duration:

  1. From the left menu of WXP, click Settings > Preferences. The Preferences tab is displayed.
  2. In the Archived Devices section, click the pencil icon to edit. A dialog box titled Archived Devices is displayed.
  3. In the dialog box, select one of the options: Not Enabled, 30 Days, 45 Days, 60 Days, or 90 Days (recommended).
  4. Click Save to proceed. A popup appears in the bottom-right corner with the success or failure message.

The archive duration is set for the device.

Configuring Authentication Preferences

Configure authentication methods like Azure Active Directory (AAD) and HP Account (HP ID) to secure user logins. For example, you can enable AAD to allow employees to sign in using their corporate credentials.

To set the authentication method:

  1. In Preferences, go to the Authentication section. The current authentication method is displayed.
  2. Click the pencil icon to edit. A dialog box titled Authentication is displayed.
  3. In the dialog box, select one of the following options:
    • Azure Active Directory and HP Account
    • Azure Active Directory Only
  4. Click Save to proceed. A popup appears with a success or failure message.

When the update is successful, the newly added method is displayed in the Authentication section.

Managing Company PIN

The Company PIN is used to streamline device enrollment and for remediation action.

To view and manage the Company PIN:

  1. In the Preferences tab, scroll to the Company PIN section. The expiration date is displayed, and the PIN appears masked. In addition, view (eye icon), edit (pencil icon), or delete (bin icon) the PIN.
  2. Click the eye icon to view the current PIN and the current expiration date.

To reduce manual effort, use a single PIN to enroll multiple devices.

Updating the Expiration Date

  1. In the Company PIN section of the Preferences tab, click the pencil icon. A calendar icon is displayed.
  2. Use the calendar icon to set a new expiration date.
  3. Click Save to proceed. A popup appears with a success or failure message.

When the update is successful, the newly set expiration date is displayed beneath the PIN.

Deleting the Company PIN

  1. In the Company PIN section of the Preferences tab, click the bin icon. A dialog box titled Delete Company PIN is displayed.
  2. Review the confirmation message: "Are you sure you want to delete the company PIN? This action will prevent you from enrolling multiple devices without credentials. Any scripts using this PIN will be affected."
  3. Click Delete to proceed. A popup appears with a success or failure message.

The Company PIN shows as "Not Configured."

Customizing Metrics for Experience Score

Customize the metrics used to calculate the experience score to control the metrics included in the calculation. Customization is supported for System Health Score, OS Performance Score, and Security Score. For example, you can exclude Missing Windows Update from the OS Performance Score if it is not relevant to your need.

To update scoring preferences:

  1. From the left menu of WXP, go to Settings > Preferences. The Preferences tab is displayed.
  2. Scroll to the Experience Score Preferences section. Pencil icons are displayed next to editable metrics.
  3. Click the pencil icon next to a score type:
    • System Health Score: Select or unselect metrics, such as Battery Replacement, Disk Replacement, Fan Speed, and GPU Health.
    • OS Performance Score: Select or unselect metrics, such as CPU Utilization, BSOD, Startup Time, and Missing Windows Update.
    • Security Score: Select or unselect metrics, such as Antivirus Compliance Status and Firewall Signature Status.
  4. (Optional) Use Reset to default to revert all selections if required.
  5. Click Save to proceed. A popup is displayed with a success or failure message.

When the updates are saved, the excluded metrics are displayed within their respective categories.

Note
  • Changes may take up to 24 hours to reflect.
  • Benchmarks are not available for custom scores.

Configuring Data Transfer Settings for Client Application

Control how devices upload data by selecting allowed network types, such as Wi-Fi, Cellular, Metered, or Roaming, for Android devices. For example, you can allow data uploads only when the device is connected to Wi-Fi. This selection helps reduce cellular network usage.

To customize data settings:

  1. From the left menu of WXP, go to Settings > Preferences. The Preferences tab is displayed.
  2. In the Preferences tab, scroll to the Client Application section. The configured options are displayed,
  3. Click the pencil icon. A dialog box titled Send Data from Device to Cloud is displayed, showing a list of supported network types.
  4. Use the checkboxes to select or deselect one or more network types, such as Wi-Fi, Cellular, Metered, or Roaming.
  5. Click Save to proceed. A popup appears with a success or failure message.

The updated network types are displayed in the Client Application section.

Managing Device Groups

Organize devices into single-level or multi-level groups for easier management. For example, you can group devices by departments, such as Sales and Support, for targeted monitoring and reporting. For additional information, refer to the article Overview of Groups.

To manage device groups:

  1. From the left menu of WXP, go to Settings > Preferences. The Preferences tab is displayed.
  2. Scroll to the Device Groups section. The Windows Registry Path, Windows Registry Key, and current Device Groups are displayed, along with the option to switch between Single-Level and Multi-Level grouping. If the current setting is Single-Level Grouping, the option to switch to Multi-Level Grouping is displayed.
  3. Click Switch to {group type}. A dialog box is displayed, showing a Security Code.
  4. Enter the code in the dialog box.
  5. Click Confirm to proceed. A popup appears with a success or failure message.

When the update is successful, the newly added group type is displayed in the Device Groups section.

Managing Custom Fields for Reporting

Add custom fields as additional data points to track device-specific attributes. For example, you can create a field for Device Warranty Expiry to track upcoming replacements.

To add or remove custom fields:

  1. From the left menu of WXP, go to Settings > Preferences. The Preferences tab is displayed.
  2. In the Preferences tab, scroll to the Custom Fields for Devices section. The current custom fields are displayed, along with an option to edit.
  3. Click the pencil icon. A dialog box titled Custom Fields is displayed, showing existing custom fields.

    You can add up to five custom fields.

  4. Rename an existing field or delete one or more custom fields by using the bin icon.
  5. If there is room for additional custom fields, the option Add custom field is displayed.
  6. Click Save to proceed. A popup appears with a success or failure message.

The updated custom fields are displayed in the Custom Fields for Devices section.

Managing Statuses for Device Life Cycle

Track device status from deployment to decommissioning. For example, you can use statuses like In Use, In Repair, or Decommissioned for effective asset tracking.

To manage statuses:

  1. From the left menu of WXP, go to Settings > Preferences. The Preferences tab is displayed.
  2. In the Preferences tab, scroll to the Lifecycle Status section. The existing statuses are displayed along with a pencil icon to edit.
  3. Click the pencil icon. A dialog box titled Lifecycle Status is displayed, showing the existing statuses.
  4. In the dialog box, rename an existing status.
  5. Use the bin icon to remove statuses, if required.
  6. Use Add more fields located at the end of the dialog box to create new statuses.
  7. Click Save to proceed. A popup appears with a success or failure message.

The updated statuses are displayed in the Lifecycle Status section.

Managing Settings for Data Collection

Control the types of data collected from devices to support privacy and compliance. For example, limit data collection to only system health metrics to comply with privacy rules.

To configure data collection:

  1. From the left menu WXP, click Settings > Preferences. The Preferences tab is displayed.
  2. In the Preferences tab, scroll to the Data Collection section. The existing settings are displayed with the option to enable to disable them.
  3. Using the toggle option, enable or disable the data collection for the following:
    • Antivirus and Firewall
    • Blue Screen Crash Dumps
    • Device Logs
    • Location
    • Network Identifiers
    • Software Inventory
    • User Personal Information
    • Web Application Usage

The settings are saved automatically.

Managing HP Wolf Protect and Trace for Devices

Configure the settings for HP Wolf Protect and Trace to manage HP Wolf Protect and Trace policies for supported devices.

To manage HP Wolf Protect and Trace settings:

  1. From the left menu of WXP, go to Settings > Preferences. The Preferences tab is displayed.
  2. In the Preferences tab, scroll to the HP Wolf Protect and Trace section. The existing setting is displayed as enabled or disabled, along with the option to edit the setting.
  3. Click the pencil icon to enable or disable HP Wolf Protect and Trace capabilities for devices. A dialog box titled HP Wolf Protect and Trace is displayed.
  4. In the dialog box, use the toggle option to enable or disable the feature.
  5. If enabled, you can also view the option to set Add Approvals. Choose the number of approvals required to lock or erase a device.
  6. Click Save to proceed. A popup appears with a success or failure message.

The updated status is displayed in the HP Wolf Protect and Trace section.

# Managing Domain Names

Add and manage domain names to support device identification and authentication. By verifying the ownership of your domains, you can enroll devices without additional interruptions. For example, you can add a new domain to support company rebranding.

To manage domain names:

  1. From the left menu of the platform, go to Settings > Preferences. The Preferences tab is displayed.
  2. Go to the Domain Name section. The current domain names are displayed.

Verify domain ownership using one of the following methods:

Option 1: IT Admin Email Address

Automatically add all domains from active IT Admin email addresses to the verified domain list.

Option 2: TXT Records (Manual)

  1. Sign in to your domain name provider (for example, GoDaddy.com).
  2. Add a new TXT record.
  3. Copy the Name and Value provided in the Domain Name section and paste them into the TXT record fields.

Note: DNS changes may take time to apply. Wait for 24 hours and try again if the verification is not completed.

Verification

To verify the details:

  1. In th Domain Name section, click Verify Now to trigger the verification process.
  2. If successful, the domain status will update from UNVERIFIED to VERIFIED.

If verification fails, check the DNS settings and try again after 24 hours.

Configuring Company Networks

Configure SSID and associate them with IP ranges for network mapping. For example, map "Marketing_WiFi" to "192.168.1.0/24" and "Sales_WiFi" to "192.168.2.0/24".

To configure SSID and IP Ranges:

  1. From the left menu of the platform, go to Settings > Preferences. The Preferences tab is displayed.
  2. In the Preferences tab, scroll to the Company Networks section. The existing details are displayed, along with a pencil icon
  3. Click the pencil icon. A dialog box titled Company Networks is displayed, showing two fields:
    • SSID: Use commas to separate multiple SSIDs.
    • IP Address Range: Use semicolons to separate ranges.
  4. Add the deteails and click Save. A popup is displayed with a success or failure message.

The updated details are displayed in the Company Networks section.

Configuring Network Monitoring Settings

Windows executables can be monitored for network performance, including ping, latency, and jitter. The Default Executables list contains file names that are always monitored. The Optional Executables section allows you to add up to five Windows executable file names to monitor for network performance.

To configure SSID and IP Ranges:

  1. From the left menu of the platform, go to Settings > Preferences. The Preferences tab is displayed.
  2. In the Preferences tab, scroll to the Network Monitor Settings section. Two section are displayed Default Executables and Optional Executables, which also shows a pencil icon to edit.
  3. Click the pencil icon on the Optional Executables. A dialog box titled Optional Executables is displayed.
  4. Add upto five Windows Executable File Names to monitor for network performance.
  5. Click Save. A popup is displayed with a success or failure message.

The newly added files names are displayed in the Optional Executables section.

Managing Third-Party Integration

Enable integrations with third-party systems like Google ChromeOS or Microsoft Intune for unified device management. For example, integrate with Microsoft Intune to manage all company devices under a single policy framework.

For all the above-mentioned settings, when chanes are being added or updated through a dialog box, in addition to Save, you will also see the option to Cancel. Use Cancel to exit or go back to the Preferences tab.

Related Resouces

For additional information, refer to the following articles:

Contact Us

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

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