Manage exclusion lists for CMDB Data Manager in CMDB Workspace

Create and manage exclusion lists for the various policy types in CMDB Data Manager. Policies of the specified type won't target CIs and other records in the exclusion list for that policy type.

Before you begin

Role required: sn_cmdb_admin

About this task

Note:

• Regardless of where you manage exclusion lists, that same list is used in both the Data Manager (Core UI) and Data Manager in CMDB Workspace.
• The Certification policy type doesn't support exclusion lists.

Procedure

1. Navigate to Workspaces > CMDB Workspace and then select Management in the CMDB Workspace menu bar.
2. Select the Data Manager link in Management tools, in the Manage section.
3. Select Excluded records in the left-side bar.
   The Excluded records list view shows lists of all records currently excluded, grouped by policy type. You can expand any group to show its CIs and other records and then drill down to any record.
4. Optional: Remove excluded records from the exclusion list:
   1. Expand a policy type group to show its list of excluded records.
   2. In the list view, select the records that you want to remove from the exclusion list.
   3. Select Remove from list
   4. In the Confirm removal from exclusion list dialog box, select Confirm.
   The selected records are removed from the exclusion list and can be targeted for the policy type.
5. Optional: Add records to an exclusion list:
   1. Select Exclude Records and fill out the Data Filter form.

      Field	Description
      Tables	Table from which to select CIs or records for the exclusion list.
      Filter conditions	Use the condition builder to specify the criteria that CIs or records from the specified Tables must meet to be included in the exclusion list.
      Related List Condition	Add a condition that is based on related lists that are associated with the records that you want to exclude.

   2. Select Apply filters and then review the Search results list.
   3. Select the records that you want to add to exclusion lists and then select Continue.
   4. On the Select policy type page, select the policy types for which to exclude the selected records and then select Continue.
   5. Review the details of the exclusion on the summary page and then select Save.