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Manage compliance exclusions

Learn how to manage rules for compliance exclusions in SAM Core on Snow Atlas

View compliance exclusions​

For field descriptions, see Compliance exclusions: Reference.

  1. On the SAM Core menu, under Home, select Administration.
  2. Select Compliance exclusions.

Add compliance exclusion rules​

You create a new compliance exclusion rule in four steps: Exclusion details, Applications, Consumers, and Summary.

note
  • The applications listed in the Applications step depend on the selected Consumer type.
  • If you want to create an exclusion rule for specific applications or consumers, you select them by using the Manual selection. However, if you want to create an exclusion rule for applications or consumers with common criteria such as application manufacturer or organization, it is more convenient to use the Automatic filter.
  • If you want to create an exclusion rule for an application with multiple metrics, you must select the application manually by using the Manual selection option.
  • If you create and save a compliance exclusion rule without selecting any applications or consumers, the rule will be inactive and marked as Incomplete. An inactive rule does not affect the compliance calculations.

For field descriptions, see Add or edit compliance exclusions: Reference.

For more information on how to use filters, see Criteria and groups.

  1. On the SAM Core menu, under Home, select Administration.
  2. Select Compliance exclusions.
  3. On the Compliance exclusions page, select Create exclusion.
  4. In the Exclusion details step, do the following:
    1. In Consumer type, select Computer or User.
    2. In Rule name, enter a name for the rule.
    3. In Reason, enter a description of the rule and a reason for why the rule exists.
    4. Select Next step.
  5. In the Applications step, select the applications that you want to exclude. Do one of the following:
    • To select applications by using automatic filtering:

      1. Select Automatic filter.

      2. Use the Add group or Add criteria to create your application filter.

        EXAMPLE

        Application name like zip%

      3. To see what applications the filter returns, select Preview results.

      4. Select Next step.

    • To select applications manually:
      1. Select Manual selection.
      2. Select one or several applications that you want to exclude.
      3. Select Next step.
  6. In the Consumers step, select the consumers for which the selected applications should be excluded. Do one of the following:
    • To select consumers by using automatic filtering:

      1. Select Automatic filter.

      2. Use the Add group or Add criteria to create your consumer filter.

        EXAMPLE

        Organization equal to Finance

        note

        If you create a rule for consumer type Computer, the Computer name will return all computers with the specified name while the Host computer name will return all computers with the specified name and all computers (virtual machines) that have a host with the specified name.

      3. To see what consumers the filter returns, select Preview results.

      4. Select Next step.

    • To select consumers manually:
      1. Select Manual selection.
      2. Select one or several consumers that you want to exclude.
      3. Select Next step.
  7. In the Summary step, you see the combined result of your created filters and selections of applications and consumers.
  8. To start using the exclusion rule, select Activate exclusion.
  9. Select Save.

Edit compliance exclusion rules​

For field descriptions, see Add or edit compliance exclusions: Reference.

note

You cannot change the Consumer type of an already existing exclusion rule.

  1. On the SAM Core menu, under Home, select Administration.
  2. Select Compliance exclusions.
  3. On the Rules tab, find the exclusion rule that you want to edit.
  4. Under Actions, select the three dots, and then select Edit.
  5. In the steps Exclusions details, Applications, and Consumers, add or edit the applicable information. For details, see Add compliance exclusion rules.
  6. In the Summary step, you see the combined result of your created filters and selections of applications and consumers.
  7. Select Save.

Duplicate compliance exclusion rules​

Create a copy of an existing exclusion rule to use as the basis for a new rule.

  1. On the SAM Core menu, under Home, select Administration.
  2. Select Compliance exclusions.
  3. On the Rules tab, find the exclusion rule that you want to duplicate.
  4. Under Actions, select the three dots, and then select Duplicate.
    This creates a copy of the exclusion rule with (Copy) added to its Rule name.

Activate compliance exclusion rules​

  1. On the SAM Core menu, under Home, select Administration.
  2. Select Compliance exclusions.
  3. On the Rules tab, find the exclusion rule that you want to activate.
  4. Under Actions, select the three dots, and then select Activate.
    The Status of the rule changes to Active.

Deactivate compliance exclusion rules​

  1. On the SAM Core menu, under Home, select Administration.
  2. Select Compliance exclusions.
  3. On the Rules tab, find the exclusion rule that you want to deactivate.
  4. Under Actions, select the three dots, and then select Deactivate.
    The Status of the rule changes to Inactive.

Delete compliance exclusion rules​

  1. On the SAM Core menu, under Home, select Administration.
  2. Select Compliance exclusions.
  3. On the Rules tab, find the exclusion rule that you want to delete.
  4. Under Actions, select the three dots, and then select Delete.
  5. Select OK to confirm.