Import-Based Categorization

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

Importing Categorization Data Manually

If you have 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.

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.

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.

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 File.
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.

8. Click Save.
9. Click OK to close the Server Settings window.

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:

• Server — name of the managed virtual infrastructure or backup server to which the object belongs.
• ObjectType — type of the object (possible values are VirtualMachine, HostSystem, Storage, ClusterComputerResource, VeeamBpAgent).
• MoRef — reference number of the object (for VMware vSphere), UUID or ID of the object (for Microsoft Hyper-V).

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

• Name of a group within the category to which the infrastructure object belongs.
• Empty field — if the object does not belong to any group within the category.
• Excluded — if the object must be excluded from categorization.

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