Exclude Users from Optimization

You can now exclude certain users from Optimization using the ‘Optimization Inclusion’ option. This option will allow users to prevent optimization from running on specific roles or users.

You can add ‘Optimization Inclusion’ as a column under the App Users and Users table to exclude users. 

This column will not be available by default in the Main view. It can be added and saved as a Custom view.

Once added as a column, we will have four options available:

1. Exclude for Unused 
2. Exclude for Undeprovisioned
3. Exclude for all optimization
4. Include for Optimization

Users can select the type of optimization from where they want to exclude the users. Users will be Included for Optimization by default.

You can also bulk update the Optimization inclusion status of the users in the UI.

App Users

If changes are made to this section for any user, the flag will be considered, and the changes will be effective only for this application.

Users table

If changes are made in the Users section, the flag will be considered and changes will be effective for all the licenses assigned to the user for all applications.

FAQ

1. If I exclude a user for Unused optimization, will it have any impact on the Undeprovisioned optimization for that user?

No, the user will still show in the undeprovisioned optimisation user list  if identified. The user will only be excluded for Unused optimization.

2. Will users be able to set exclusion separately for 30/60/90 days for Unused licenses?****

No, selecting unused licenses will exclude it from unused licenses for 30, 60, or 90 days. You cannot select the days' criteria separately.

3. For Continuous Optimization, what happens to the past runs data?

There will be no changes to the past runs data. If a user was identified as optimizable before being excluded from optimization, past run data will still reflect their details. Changes will be effective from the next run onward.

4. What happens to Request to Forego Reminders/notification?

If a user is excluded from optimization after a Request to Forego notification or Reminder notification has been triggered, these reminders will continue to be sent as per the configured settings.

The user will be excluded from future runs, but ongoing reminders will not be affected.

5. How are Scheduled/Future Continuous optimization runs impacted?

If an optimizable user is excluded from optimization, they will be excluded from all upcoming runs. Optimization rules and triggers will not apply to them.

6. Will I be able to update the Optimization inclusion status after redirecting from Optimization summary?

Yes, we can update the user’s Optimization Inclusion status when redirecting to the user list from the Optimization Summary for an app. These changes will apply only to the specific app and user(s) for whom the modifications are made. The updates will be visible in the UI after the next view refresh.

In the Users module, a user is Excluded for all Optimization but in App users (for a specific app), it is changed to only Unused licenses

7. What happens to the exclusion behavior in that app?

The changes made in the App users table for the specific user will take precedence and the user will be excluded for only Unused licenses optimization for that app.

8. What happens to the other apps where user is detected as Optimizable?

For the other apps, the user will continue to be considered as ‘Excluded for all Optimization’. No changes.

9. What happens if I make changes again to the Optimization Inclusion status for the user at the User level after updating at the App level?

If changes are again made to the optimization inclusion status at the User level, it will override the status at the App level (the latest status will be taken into consideration).

The status set at the User level will reflect at the App user level and it will be applicable for all the user apps.

10. If a new app is detected and a user is part of that app, how will the behaviour work?

If a new app is detected and the user is part of that app, then the status set at the User level will be considered for the app. If there’s no specific status set at the User level, then the user will be considered Included for Optimization by default.

11. Will the savings data be automatically updated once changes are made to the Inclusion status?

Yes, the potential and realized savings data will be updated based on the Optimization inclusion status set and will reflect in the UI once the views are refreshed.