Import-Based Categorization

In this article

    In Veeam ONE Client, you can import categorization model using a CSV file manually or automatically.

    Importing Categorization Data Manually

    If you already categorized the objects outside Veeam ONE Client, you can describe categorization model using a CSV file and then import this file to Veeam ONE Client.

    When you import a CSV file manually, Veeam ONE Client creates categories and groups specified in the file and maps objects to these groups.

    Note

    To make sure that Veeam ONE Client will process the CSV file without errors, check the file structure. For more information on CSV file structure, see CSV File Structure.

    To import categorization data from a CSV file:

    1. Open Veeam ONE Client.
    2. On the toolbar, click Settings > Server Settings.
    3. In the Server Settings window, switch to the Business View tab.
    4. In the Configure import settings to periodically synchronize Business View categorization model with external sources section, click the Import categorization model from CSV file once link.
    5. In the Categorization Import window, specify the path to the CSV file with the categorization data you want to import.
    6. Click Import.
    7. Click OK to close the Server Settings window.

    Import-Based Categorization 

    Note

    If Veeam ONE Client detects in the imported CSV file categories and groups that already exist in Business View, it will map objects specified in the CSV file to existing groups.

    Importing Categorization Data Automatically

    You can synchronize categorization data between Veeam ONE Client and a 3rd party application every time data collection runs. To do this, you can specify a path to a CSV file with the categorization data exported from a 3rd party application. Veeam ONE Client will import data from this file during every data collection session.

    Additionally, you can specify a path to a script that must be triggered before data from the CSV file is imported. This can be a script that creates the CSV file based on data from a 3rd party application or updates the file. For more information on structuring the file, see CSV File Structure.

    Important

    Categories imported from CSV file automatically are read-only, you cannot edit or delete them. To remove such categories from Business View tree, select the Do not import option in Server Settings.

    As soon as you disable import, all previously imported categories and groups will be deleted from Veeam ONE Client. All created custom categories and groups will remain unchanged.

    To configure periodic synchronization of categorization data between Veeam ONE Client and a 3rd party application:

    1. Open Veeam ONE Client.
    2. On the toolbar, click Settings > Server Settings.
    3. In the Server Settings window, switch to the Business View tab.
    4. In the Configure import settings to periodically synchronize Business View categorization model with external sources section, select From CSV file.
    5. In the Configure import settings to periodically synchronize Business View categorization model with external sources section, click the File button.
    6. In the Categorization File window, specify the path to the CSV file with the categorization data you want to synchronize.
    7. If you want to trigger a custom script before data synchronization, select the Execute this script before synchronizing with the CSV file check box and specify a path to the script file.

     

    Note

    The CSV and script files must reside in a folder that is accessible by Veeam ONE Reporter Server service. The account under which the service runs must have read permissions on the files.

    1. Click Save.
    2. Click OK to close the Server Settings window.

    Import-Based Categorization 

    Note

    If Veeam ONE Client detects tags and custom properties with names that are already assigned to categories in Business View, it will exclude such tags and properties from synchronization.

    CSV File Structure

    You can create a CSV file with categorization data from scratch. Every new record (row) in the file must describe an infrastructure object and its categorization data.

    The following columns are mandatory for every record:

    Other columns in the CSV file must be named as Business View categories. Category fields accept the following types of values:

    The following table shown as example of a CSV file for VMware vSphere VMs.

    Server

    ObjectType

    MoRef

    Category1

    server.local

    VirtualMachine

    vm-01

    Group1

    server.local

    VirtualMachine

    vm-02

    Excluded