Exempting Installations From Consuming Licenses
Individual exemptions can be manually created through the Consumption tab of the license properties. Like an allocation, an exemption ties a device to a particular license. For this reason, every manually-applied exemption requires an allocation. This is visible in the Apply Allocations and Exemptions page, where manually-created entries with Yes in the Exempted column also show Yes in the Allocated column. However, you do not need to create the allocation separately: simply specifying the exemption does both steps at once.
There is a second, separate way to create exemptions: exemptions by device role. In the Use rights & rules tab of appropriate license types, in the Exemptions section, you can select one or more roles. These roles represent functions of the device, which the license agreement declares are exempt from consuming entitlements (such as Cold Standby / Disaster Recovery). On the General tab of the inventory device properties, you can make similar selections for the Device role. If the license reconciliation process matches the device and license, an exemption is automatically created based on the matched role.
Tip:Exemptions by device role can only be configured through the properties of the license and the inventory device. This kind of exemption can neither be added nor removed in the Apply Allocations and Exemptions page. However, once the license and device properties are configured to trigger an exemption by device role (and a subsequent compliance calculation has occurred and linked the device and the license), the exemption is visible in the Apply Allocations and Exemptions page. In such exemptions by device role, the Apply Allocations and Exemptions page shows Yes in the Exempted column but shows No in the Allocated column.
To exempt multiple devices or users (through their related installations) in a single process:
| 1. | On the Licenses > License Management > Apply Allocations and Exemptions page, use the smart-search filter to identify appropriate licenses or applications (see The Smart-Search Filter), and use the column or advanced filters (see Using Filters to Limit Data Size) to find the desired record(s). |
Typically, for example, you may be identifying:
| • | Devices with specific hardware features |
| • | Machines matching certain naming conventions |
| • | Groups of either servers or desktops |
| • | Certain virtual machines |
| • | Users from a specific area of your enterprise. |
| 2. | Select the record(s) that you wish to exempt from license consumption. |
You may make selections from multiple pages of the listing. The current count of selected items is shown on the left above the listing. Notice that it is the devices (or users, depending on license type) associated with the selected installations that are the subject of the exemption process.
Tip:If you want to reuse this set of records, use the Save view as... control to save this data set. In future you can simply open the saved view, and select all.
| 3. | Click Exempt. |
The blue Exempt from licenses section appears, showing the number of selected item(s) as Selected installations/allocations.
| 4. | Identify the desired license(s) using the Exempt from drop-down list: |
| • | The licenses these installations are already consuming—Select to exempt the selected installations from consuming the licenses to which they are already linked. (If your selection includes installations that are not yet linked to any license, these will be skipped in the exemption process.) |
| • | An existing license (search)—Select to exempt the selected installation(s) from consuming a specific license. IT Asset Management displays a control to search and select the required license. For details on the properties available in the search results, see the listing at the bottom of this topic. |
| 5. | Select the exemption reason from the Exemption reason drop-down list. |
IT Asset Management displays a notification showing the result of the selected action, such as 2 new exemptions will be made.
Tip:You cannot add a new exemption reason through this page. The displayed exemption reasons are populated from the Consumption tab of the license properties. You can add a new exemption reason there if required.
| 6. | Click Apply exemptions to exempt the selected devices (or users) from consuming entitlements from the selected licenses. IT Asset Management displays a notification about the result of the action you just performed. |
The listing on the Apply Allocations and Exemptions page is updated appropriately.
Tip: New rows may not be immediately visible if they are on another page within the listing, or if they do not match the current conditions set in the smart-search filter.
Properties Displayed on Search Results for Licenses
For detailed information on the properties displayed in search results for licenses, see Licenses Listings Property Reference.
Note:Most lists in IT Asset Management only show a selection of the properties in the underlying database. Some columns are displayed by default and others can be displayed using the column chooser control, including any custom properties that you have added. For information on using the column chooser, see Managing Columns in a Table.