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Compliance exclusions

While many license requirements require all available applications to be included in the compliance calculation, there are instances where applications should be excluded from computers for compliance calculations. For example, one rule could state that if Windows Server is installed on a host, and its only enabled role is Hyper-V, the host is not required to be counted for compliance purposes.

Use the Compliance exclusions view to create rules for applications that will be excluded from compliance, for selected computers.

The Compliance exclusions view consists of two tabs according to the following table.

Tab

Description

Rules

The name of the rules

Results

The results of applying existing and active rules; all applications and computers that are hit by the rules are displayed here

Add or edit compliance exception rule

To add a compliance exclusion rule, select Add exclusion.

To edit a compliance exclusion rule, select the rule that you want to edit from the Rules tab.

The Add exclusion view consists of a step-by-step sidebar with four steps according to the following table.

Step

Description

Exclusion details

Define a rule name and the reason for the exclusion

Applications

Select one or multiple applications to exclude

Computers

Select one or multiple computers for which applications will be excluded

Summary

Display a comprehensive view of the computers and applications that will be excluded

To activate a rule, all steps, except for Summary, must be configured. Then, turn on the Activate exclusion button.

Exclusion details

The Exclusion details step consists of two text fields according to the following table.

Title

Description

Rule name

Define a rule name

Reason

Define a reason for why the rule exists

Applications

The Applications step consists of two tabs according to the following table.

Name

Description

Automatic filter

This tab allows the use of criteria to filter applications

Automatic filters exclude affected applications, both now and in the future, for as long as they are active

If applications have been selected in this tab, the Manual selection tab is unavailable. To enable Manual selection, select Clear criteria filter

Manual selection

This tab allows the use of filters and check boxes to manually select applications

Manual filters exclude only applications that are affected by the filter at the time of its creation and activation

If applications have been selected in this tab, the Automatic filter tab is unavailable. To enable Automatic filter, select Clear list

Computers

The Computers step consists of two tabs according to the following table.

Name

Description

Automatic filter

This tab allows the use of criteria to filter computers

Automatic filters exclude affected computers, both now and in the future, for as long as they are active

If computers have been selected in this tab, the Manual selection tab is unavailable. To enable Manual selection, select Clear criteria filter

Manual selection

This tab allows the use of filters and check boxes to manually select computers

Manual filters exclude only computers that are affected by the filter at the time of its creation and activation

If computers have been selected in this tab, the Automatic filter tab is unavailable. To enable Automatic filter, select Clear list

Summary

The Summary step displays the matching results of the current selection and/or criteria.

Incomplete rule

When a compliance exclusion rule is created without either selecting applications or computers, it will be marked as incomplete.

Incomplete compliance exclusion rules can be saved, and will not affect compliance calculations as they will not be saved as active.