Skip to main content

Compliance exclusions

Software manufacturers can apply special licensing rules which cannot be detected automatically, for example, license exceptions and exclusions. As an example, one rule could state that if Windows Server is installed on a host and the host's only enabled role is Hyper-V, the host does not need to be counted for compliance reasons.

Use the Compliance exclusions in Snow License Manager to create rules for applications that you want to exclude from compliance calculations for selected computers or users. Where the exclusion rules are applied, the license requirements are removed.

You can only create an exclusion rule based on the default metric of the application. This means that, if you want to create exclusion rules for both computers and users, you need to create the first exclusion rule, change the default metric of the application, and then create the second exclusion rule. For information, see Change default metric.

Characteristics​

On the Compliance exclusions page you see the two tabs Rules and Results.

TabDescription
RulesThe created exclusion rules. The rules can have status Active, Inactive, Incomplete, or Calculating.
ResultsThe applications and consumers excluded from compliance calculations due to active compliance exclusion rules.

On the Reports page, you find the Compliance exclusions for computers and Compliance exclusions for users reports. They show the applications that are excluded from compliance calculations, by which rules, and for which computers or users.

Add compliance exception rules​

You create a new compliance exclusion rule in four steps: Exclusion details, Applications, Computers or Users, 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 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.

  1. On the Home menu, under Administration, select Compliance exclusions.

  2. On the Compliance exclusions page, select Create exclusion.

  3. 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.

  4. In the Applications step, select the applications you want to exclude. Do one of the following:

    • To select applications by using filtering:

      1. Select Automatic filter.

      2. Use the Add group or Add criteria to create your filter. Use % as a wildcard character.

        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.

  5. 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 filtering:

      1. Select Automatic filter.

      2. Use the Add group or Add criteria to create your filter. Use % as a wildcard character.

        Example: Organization equal to Finance

      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.

  6. In the Summary step, you see the combined result of your created filters and selections of applications and consumers.

  7. To start using the exclusion, select Activate exclusion.

  8. Select Save.

Edit compliance exception rules​

note

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

  1. On the Home menu, under Administration, select Compliance exclusions.

  2. On the Compliance exclusions page, on the Rules tab, find the exclusion rule that you want to edit.

  3. Under Actions, select the three dots, and then select Edit.

  4. Add or edit the applicable information in the Exclusions details, Applications, and Consumers steps. For details, see Add compliance exception rules.

  5. Select Save.

Duplicate compliance exception rules​

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

  1. On the Home menu, under Administration, select Compliance exclusions.

  2. On the Compliance exclusions page, on the Rules tab, find the exclusion rule that you want to copy.

  3. 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.

Delete compliance exception rules​

  1. On the Home menu, under Administration, select Compliance exclusions.

  2. On the Compliance exclusions page, on the Rules tab, find the exclusion rule that you want to delete.

  3. Under Actions, select the three dots, and then select Delete.

  4. Select OK to confirm.