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Veeam ONE 9.5
Business View User Guide

Creating Categorization Rules

Out of the box, Veeam ONE Business View comes with the vPower NFS Datastores categorization rule that is used to exclude Veeam vPower NFS datastores from categorization.

You can create custom categorization rules to include objects in or exclude objects from static groups.

To create a categorization rule for a static group:

  1. Launch the Rule wizard.
  2. Specify a rule name and description.
  3. Select an object type.
  4. Choose a level of the virtual infrastructure.
  5. Choose a rule type.
  6. Specify a rule condition.
  7. Choose a rule action.
  8. Finish working with the wizard.

Step 1. Launch the Rule Wizard

To create a new categorization rule, launch the Rule wizard:

  1. Open Veeam ONE Business View.
  2. Open the Configuration tab.
  3. In the menu on the left, click Rules.
  4. At the top of the rules list, click Create New.

Step 2. Specify Rule Name and Description

At the Name and Description step of the wizard, specify the rule name and description.

Creating Categorization Rules

Step 3. Select Object Type

At the Object Type step of the wizard, select the type of virtual infrastructure objects to which the created rule must apply — hosts, storage objects or VMs.

Creating Categorization Rules

Step 4. Choose Virtual Infrastructure Level

At the Apply to step of the wizard, select the scope of the virtual infrastructure objects to which the created rule will apply.

Creating Categorization Rules

Step 5. Choose Rule Type

At the Type step of the wizard, select the rule type:

For example, you can use this type of rule to find VMs belonging to a specific cluster, resource pool or folder in the vSphere hierarchy, or host or folder in the Hyper-V hierarchy.

For example, you can search for VMs by such properties as the amount of memory, guest OS, virtual disk size, and so on.

Creating Categorization Rules

Step 6. Specify Rule Condition

Specify the rule condition. The condition will be evaluated against discovered virtual infrastructure objects.

You must specify the rule condition if you selected the By object name or By object properties option at the previous step of the wizard. If you selected the By infrastructure location type of rule, you will pass immediately to the Categorization step of the wizard.

If you chose to group objects by name, type a text pattern and specify a condition using the Contains, Does not contain, Starts with, Ends with or Wildcard matching operators. Keep in mind that rules of this type are not case sensitive.

Creating Categorization Rules

If you chose to group objects by object properties, create a condition using virtual infrastructure object properties: select an object property, choose a conditional operator and specify a value that will be checked in the condition. Note that decimal values are not allowed.

Creating Categorization Rules

If necessary, you can combine several conditions. Use the Add Condition button at the top right corner to add new conditions to the list. From the topmost list, select logical relationships between the conditions: specify whether the rule should be applied only when all conditions are true or whether the rule should be applied when any condition is true.

Step 7. Choose Rule Action

At the Categorization step of the wizard, choose the rule action.

  1. In the Assign this group list select a static group in which virtual infrastructure objects will be included if they match the specified rule conditions.
  2. In the Apply rule list select the type of approval for including virtual infrastructure objects in a static group:
  1. To create an exclusive rule, select the Exclude from categorization check box. If this option is selected, all objects that match with the rule conditions will be excluded from categorization.

Creating Categorization Rules

Step 8. Finish Working with the Wizard

Click Finish.

After you create the rule, Veeam ONE Business View will evaluate the rule conditions against discovered virtual infrastructure objects, and will place matching objects to the necessary group, or exclude objects from categorization.

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