> ## Documentation Index
> Fetch the complete documentation index at: https://docs.germainux.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Workspace

> Germain Workspace is the primary interface for real-time insights, investigating issues, reviewing AI recommendations, and building dashboards.

Service
`Management`

Availability
2014.1 or later

> **[Main Menu](#main-menu)**
>
> Navigate the workspace menu

> **[AI Advice](#ai-advice)**
>
> Impact-ranked AI recommendations

> **[My Data](#my-data)**
>
> Saved links and retained content

> **[Documentation and Support](#documentation-and-support)**
>
> Find help and docs

## Overview

Germain Workspace is the primary interface for accessing real-time insights, investigating issues, reviewing AI recommendations, collaborating with teammates, creating dashboards, and configuring GermainUX.

The menu options displayed to each user depend on their **Role**, **Team membership**, licensed features, and environment configuration.

## Main Menu

| Menu | Description |
| - | - |
| **Operational** | Provides a real-time overview of the health and performance of monitored business operations, applications, services, and infrastructure. |
| **Frictions** | Centralizes UX-, workflow-, and technology-related issues affecting users, adoption, conversion, productivity, or operations. |
| **AI Advice** | Provides AI-generated recommendations, prioritized by impact, for resolving frictions and improving business outcomes. |
| **Notes** | Manages findings, issues, assignments, comments, and resolutions documented from GermainUX insights. |
| **My Data** | Provides quick access to insights, Session Replays, dashboards, and other content saved by the current user. |
| **Dashboards** | Provides access to authorized dashboards, reports, SLA violations, and dashboard-creation features. |
| **Settings** | Provides access to monitoring, analytics, automation, platform-health, and system configuration. |
| **Doc** | Opens the GermainUX documentation, including configuration guides, troubleshooting information, and release notes. |
| **Contact Us** | Provides access to GermainUX Support and contact information. |

## Operational

The [**Operational**](https://docs.germainux.com/main/dashboard-and-report.md) dashboard provides a real-time, 360-degree view of monitored business operations and technologies.

| View | Description |
| - | - |
| **Applications** | Summarizes the availability, performance, errors, activity, and user experience of monitored applications. |
| **Application Components** | Displays the health and performance of the functional and technical components belonging to monitored applications. |
| **Databases** | Summarizes the availability, performance, capacity, errors, and activity of monitored databases. |
| **Environments** | Organizes operational health by environments such as Production, Staging, QA, or Development. |
| **Hosts** | Displays the availability, capacity, performance, and resource utilization of monitored servers and hosts. |
| **Services** | Summarizes the availability and performance of monitored services, APIs, and application dependencies. |
| **Adoption** | Identifies user struggles and other factors affecting application adoption and successful usage. |
| **Conversion** | Identifies customer struggles, abandonment, and other factors affecting eCommerce conversion. |
| **Trend** | Displays how selected operational KPIs change over time. |
| **Summary** | Provides a condensed view of the most important operational indicators. |

The available views and metrics depend on the applications, technologies, and KPIs configured in the environment.

## Frictions

The **Frictions** dashboard provides a centralized, prioritized view of issues detected across user behavior, workflows, and technology.

| Friction Type | Description |
| - | - |
| **UX Frictions** | Identifies usability problems such as rage clicks, dead clicks, error clicks, freezes, crashes, and confusing interactions. |
| **Workflow Frictions** | Identifies abandoned, delayed, repeated, inefficient, or unsuccessful user journeys and business processes. |
| **Technology Frictions** | Identifies errors, slowdowns, failures, and unavailable technologies affecting users or operations. |

Users can drill into a friction to assess its impact, identify affected users or segments, review supporting evidence, determine its probable cause, and open relevant Session Replays or technical traces.

## AI Advice

The **AI Advice** dashboard provides recommendations generated from monitored data and summarized user sessions at scale.

| Advice Area | Description |
| - | - |
| **Adoption** | Recommends actions to reduce user struggles and increase successful application usage. |
| **Conversion** | Recommends actions to reduce abandonment and improve revenue-generating customer journeys. |
| **Productivity** | Recommends actions to reduce wasted time, repeated work, workflow delays, and employee frustration. |
| **User Experience** | Recommends design and interaction improvements based on observed user behavior and feedback. |
| **Technology** | Recommends technical changes to reduce errors, slowdowns, failures, and performance problems. |

Recommendations can include their estimated impact, affected segments, supporting evidence, related frictions, and links to detailed investigations.

## Notes

The **Notes** dashboard centralizes the findings, issues, and corrective actions documented in GermainUX.

| Capability | Description |
| - | - |
| **My Notes** | Displays Notes created by or assigned to the current user. |
| **All Notes** | Displays all Notes the user is authorized to access. |
| **Open Notes** | Displays issues and findings that still require investigation or corrective action. |
| **Resolved Notes** | Displays Notes whose investigation or corrective action has been completed. |

A Note can be created from a dashboard, metric, Analysis view, or Session Replay and assigned to another user for follow-up.

[Learn more about Notes](https://docs.germainux.com/main/note-ticket-management.md)

## My Data

The **My Data** menu provides access to content retained for the current user.

| Submenu | Description |
| - | - |
| [**Saved for Later**](https://docs.germainux.com/main/my-data-save-this-for-later.md) | Provides access to insights, dashboards, investigations, and Session Replays bookmarked by the current user. |

Use **Save This for Later** from a supported GermainUX view to preserve a direct link and resume the investigation later.

[Learn more about My Data](https://docs.germainux.com/main/my-data-save-this-for-later.md)

## Dashboards

The **Dashboards** menu provides access to the dashboards and reports the user is authorized to view or manage.

| Submenu | Description |
| - | - |
| **Pinned** | Displays dashboards pinned for the user or inherited through Team membership. |
| **All** | Displays all dashboards the user is authorized to access. |
| **Create** | Generates a dashboard from selected KPIs, measures, pivots, filters, and keywords. |
| **Reports** | Provides access to reports that users can generate or download manually. |
| **SLA Violations** | Identifies KPIs exceeding their configured SLA thresholds to help prioritize investigation. |

Dashboard creation requires the appropriate Role permission, while dashboard and data visibility are controlled through Team membership.

[Learn more about Dashboard Management](https://docs.germainux.com/main/dashboard-visibility-team-owners.md) and the

## Settings

The **Settings** menu separates configuration and administration from the operational features used for daily analysis.

| Submenu | Description |
| - | - |
| [**Wizards**](https://docs.germainux.com/main/wizard.md) | Provides guided configuration for common monitoring, analytics, and automation use cases. |
| [**Data Sources**](https://docs.germainux.com/main/data-source.md) | Configures the applications, services, databases, infrastructure, and credentials used by GermainUX. |
| [Analytics](https://docs.germainux.com/main/analytics.md) | Configures how GermainUX measures, categorizes, correlates, and evaluates collected data. |
| [Automation](https://docs.germainux.com/main/automation.md) | Configures alerts, reports, actions, remediation, and other automated transactions. |
| [**Germain**](https://docs.germainux.com/main/germain-health.md) | Monitors and manages the health of GermainUX services, Engines, Agents, scripts, and components. |
| [**System**](https://docs.germainux.com/main/management-dashboards.md) | Manages authentication, authorization, security, retention, licensing, and other system-wide settings. |

### Wizards

| Category | Description |
| - | - |
| **Monitoring** | Guides users through configuring data collection for applications, services, infrastructure, and user experiences. |
| **Analytics** | Guides users through configuring KPIs, SLAs, Rules, categorization, and correlations. |
| **Automation** | Guides users through configuring alerts, actions, reports, scripts, and remediation workflows. |
| **Technology-Specific** | Guides users through configuring GermainUX for supported applications and technologies. |
| **Custom** | Automates organization-specific and repeatable configuration processes. |

[Learn more about Configuration Wizards](https://docs.germainux.com/main/wizard.md)

### Data Sources

| Submenu | Description |
| - | - |
| **Credentials** | Securely stores authentication information used to connect GermainUX to monitored or integrated systems. |
| **Applications** | Defines the business and software applications monitored by GermainUX. |
| **Application Components** | Defines the functional and technical components associated with monitored applications. |
| **Databases** | Configures database connections used for monitoring, analysis, queries, or automation. |
| **Environments** | Defines environments such as Production, Staging, QA, and Development. |
| **Hosts** | Defines physical servers, virtual machines, cloud instances, and other monitored hosts. |
| **Services** | Defines APIs, web services, application services, and other monitored dependencies. |

### Analytics

| Submenu | Description |
| - | - |
| [**Business Processes**](https://docs.germainux.com/main/business-process-workflow-monitoring.md) | Defines the user journeys, workflows, stages, completion conditions, and expected durations to monitor. |
| [Categorization](https://docs.germainux.com/main/data-categorization.md) | Groups events, errors, feedback, sessions, and other data into meaningful analytical categories. |
| [**Correlation**](https://docs.germainux.com/main/correlation-and-tracing.md) | Defines relationships between business, UX, workflow, and technology data. |
| [Data Privacy](https://docs.germainux.com/main/data-privacy.md) | Controls which sensitive data is collected, excluded, masked, anonymized, or encrypted. |
| [**KPIs**](https://docs.germainux.com/main/kpis.md) | Defines the metrics, events, transactions, measures, and analytical behavior used throughout GermainUX. |
| [**PHP Monitoring Profiles**](https://docs.germainux.com/main/php-monitoring.md) | Configures monitoring and analysis for supported PHP applications. |
| [**Rules**](https://docs.germainux.com/main/rules-advanced-automated-analytics.md) | Defines advanced logic for detecting, transforming, enriching, or acting on monitored conditions. |
| [SLAs](https://docs.germainux.com/main/slas.md) | Defines KPI thresholds, priorities, predictive conditions, and associated actions. |
| **UX Monitoring Profiles** | Configures Real User Monitoring, Session Replay, privacy, exclusions, and application-specific behavior. |
| [**Website Audits**](https://docs.germainux.com/main/website-audit-seo.md) | Configures website-quality, accessibility, SEO, performance, and standards analysis. |
| [**Website Crawlers**](https://docs.germainux.com/main/crawler.md) | Configures automated discovery and analysis of website pages and content. |

### Automation

| Submenu | Description |
| - | - |
| [**Alerts**](https://docs.germainux.com/main/templates.md) | Configures notifications triggered by SLA violations or other monitored conditions. |
| [**AI Analysis**](https://docs.germainux.com/main/ai-driven-insights.md) | Configures AI-driven analysis of monitored data to generate insights, summaries, and recommendations automatically. |
| [**Click**](https://docs.germainux.com/main/user-click-synthetic-user-scenario.md) | Configures automated browser interactions that click a specified element within a web application. |
| [**HTTP**](https://docs.germainux.com/main/synthetic-http-execution.md) | Configures outbound API requests, webhooks, and integrations with external systems. |
| [**Local Programs**](https://docs.germainux.com/main/local-program-execution.md) | Configures authorized programs and commands that GermainUX can execute on a local system. |
| [**Scripts**](https://docs.germainux.com/main/script.md) | Manages reusable scripts that support automated diagnostic, corrective, or integration actions. |
| [**Reports**](https://docs.germainux.com/main/reporting-automatic.md) | Configures the scheduled generation and delivery of reports. |
| [**Script**](https://docs.germainux.com/main/script.md) | Configures the automated execution of a selected script. |
| [**SQL**](https://docs.germainux.com/main/sql-execution.md) | Configures SQL statements that GermainUX can execute against an authorized database. |
| [**SSH**](https://docs.germainux.com/main/ssh-execution.md) | Configures commands that GermainUX can execute remotely through a secure SSH connection. |
| [**Watches**](https://docs.germainux.com/main/watch.md) | Configures scheduled or continuously evaluated conditions that trigger actions when their criteria are met. |
| [**WMI**](https://docs.germainux.com/main/wmi-execution.md) | Configures Windows Management Instrumentation operations on authorized Windows systems. |

### Germain

| Submenu | Description |
| - | - |
| [**License**](https://docs.germainux.com/main/license.md) | Displays the current GermainUX license and allows authorized administrators to update it. |
| [**State**](https://docs.germainux.com/main/germain-health.md) | Displays and manages the status of GermainUX services, Engines, Agents, monitoring scripts, queues, nodes, and components. |
| **Sessions** | Displays and manages active and recent GermainUX user sessions. |
| **Jobs** | Displays the status, execution history, and results of scheduled and background jobs. |
| **Documents** | Displays and manages documents stored or processed by GermainUX. |
| [**Updated Objects**](https://docs.germainux.com/main/customizations.md) | Displays recently modified configuration objects and their update details. |
| **UX Tester** | Tests and validates Real User Monitoring configuration and data collection for a web application. |

### System

| Submenu | Description |
| - | - |
| [**AI**](https://docs.germainux.com/main/ai-settings.md) | Configures AI providers, prompts, models, and related settings used by GermainUX AI features. |
| [**Auth Settings**](https://docs.germainux.com/main/user-management.md) | Configures authentication providers, users, Roles, Teams, access requests, and API keys. |
| [**Data Retention**](https://docs.germainux.com/main/data-retention.md) | Defines how long GermainUX retains raw and aggregated data. |
| [**Display Settings**](https://docs.germainux.com/main/display-settings.md) | Controls Workspace appearance, default displays, and other presentation settings. |
| **Distribution Lists** | Defines reusable recipient lists for alerts, reports, and other automated communications. |
| [**Engine Settings**](https://docs.germainux.com/main/engine-configuration.md) | Configures Engines, automatic configuration, component types, and monitoring Rules. |
| [**License**](https://docs.germainux.com/main/license.md) | Displays the current GermainUX license and allows authorized administrators to update it. |
| [**Maintenance**](https://docs.germainux.com/main/maintenance-window.md) | Defines periods during which selected monitoring or automated actions are suspended. |
| [**Presentation Modes**](https://docs.germainux.com/main/presentation-mode.md) | Defines how dashboards are displayed and rotated for presentations, shared screens, or monitoring centers. |
| **Quiet Times** | Defines periods during which selected alerts, reports, or automated actions are suppressed. |
| **Filters** | Defines reusable filters for restricting or focusing the data displayed in dashboards and analyses. |
| [**System Settings**](https://docs.germainux.com/main/management-dashboards.md) | Provides access to advanced and system-wide GermainUX configuration. |
| [**Templates**](https://docs.germainux.com/main/templates.md) | Creates and maintains reusable templates for alerts, reports, and other generated content. |
| [**Time Ranges**](https://docs.germainux.com/main/time-ranges.md) | Defines reusable time periods for dashboard filtering, reporting, and analysis. |
| [**UX and Session Replay Settings**](https://docs.germainux.com/main/user-monitoring-and-replay-configuration.md) | Controls global Real User Monitoring and Session Replay behavior. |

## Documentation and Support

| Resource | Description |
| - | - |
| [**GermainUX Documentation**](https://docs.germainux.com/) | Provides product overviews, configuration guides, troubleshooting procedures, release notes, use cases, and technical references. |
| [**GermainUX Support**](https://germainux.atlassian.net/servicedesk/customer/portal/1) | Allows customers to request product, configuration, troubleshooting, or upgrade assistance. |
| [**Contact GermainUX**](https://germainux.com/resources/contact-info/) | Provides contact information for product, licensing, service, training, and other inquiries. |

## Get Help

> **[Contact GermainUX Support](https://docs.germainux.com/main/support.md)**
>
> The Germain Team can help you set this up.

> **Can't find what you need?**
>
> Search all GermainUX docs with **Ctrl + K**, or use the feedback buttons at the bottom of this page to tell us what is missing.

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