Categorizing VMs

VM groups are the building blocks of orchestration plans, and are created and populated using the embedded Veeam ONE server and its Business View engine. By default, VMs are categorized into VM groups based on both vCenter Server tags and custom categories configured in Veeam ONE Monitor. You can also group VMs based on categorization data imported from 3rd party software.

Tag-Based Categorization

You can group VMs based on vCenter Server tags that dynamically categorize objects by metadata attached in the vSphere inventory. VM membership in these groups cannot be edited in the VAO UI — you must modify group properties in Veeam ONE Monitor or modify tags in the vSphere environment.

Tip

After you create a tag category, edit a tag category or assign a tag to an object in the vSphere inventory, the changes may not appear in the VAO UI immediately — the data synchronization process between VAO and Veeam ONE may take more than 3 hours to complete.

You can speed up the data synchronization process using Veeam ONE Reporter installed as part of the embedded Veeam ONE server. To do that:

  1. In a web browser, navigate to the Veeam ONE Reporter web address.

The address consists of a FQDN of the VAO server and the website port specified during installation (by default, 1239). Note that Veeam ONE Reporter is available over HTTPS.

https://hostname:1239/

  1. Navigate to Servers.
  2. Select the Object properties collection task item and click Run now.

To learn how to group VMs using tags collected from the vCenter Server, see the Veeam Availability Orchestrator Group Management Guide, section Tag-Based Categorization. To learn how to create tag categories and assign tags to infrastructure objects in the vSphere inventory, see VMware Docs.

Custom Categorization

You can create your own categories and VM groups using the functionality of Veeam ONE Monitor. VM membership in these groups cannot be edited in the VAO UI — you must modify group properties in Veeam ONE Monitor. You can group VMs using the following methods:

To learn how to group VMs in Veeam ONE Monitor, see the Veeam Availability Orchestrator Group Management Guide, sections Single-Parameter Categorization, Multiple-Condition Categorization and Categorization with Grouping Expressions.

Import-Based Categorization

You can synchronize Business View categorization data with categorization data from 3rd party software. If you have already categorized VMs outside Veeam ONE Monitor, you can describe the categorization model using a CSV file and then import this file to Veeam ONE Monitor. VM membership in these groups cannot be edited in the VAO UI — you must modify categorization data in the CSV file and then import the file again.

To learn how to import categorization data using CSV files, see the Veeam Availability Orchestrator Group Management Guide, section Import-Based Categorization. 

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