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.

Create compliance exclusions

You create the compliance exclusion rule in four steps: Exclusion details, Applications, Computers, and Summary.

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

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

1. On the SAM Core menu, under Home, select Administration.
2. Select Compliance exclusions.
3. On the Rules tab, select Create exclusion.
4. In the Exclusion details step:
   1. Enter a Rule name.
   2. Enter the Reason for why you create this exclusion rule.
   3. Select Next step.
5. In the Applications step, select the applications that should be excluded. Do one of the following:
   • Select applications by using filtering:
     1. Select Automatic filter.
     2. Use the Add group or Add criteria to create your application filter. Use % as a wildcard character.
     3. To view the result of the filter, select Preview filter.
     4. Select Next step.
   • 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 Computers step, select the computers for which the selected applications should be excluded. Do one of the following:
   • Select computers by using filtering:

     1. Select Automatic filter.

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

        note

        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 view the result of the filter, select Preview filter.

     4. Select Next step.

   • Select computers manually:
     1. Select Manual selection.
     2. Select one or several computers 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 computers.
8. To start using the exclusion, select Activate exclusion.
9. Select Save.

Edit compliance exclusions

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

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 Computers, add or edit the applicable information.
6. In the Summary step, you see the combined result of your created filters and/or selections of applications and computers.
7. Select Save.

Duplicate compliance exclusions

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 exclusions

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 exclusions

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 exclusions

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.