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Veeam ONE 9.0 (Archived)
Business View User Guide

Creating and Managing Categorization Rules

Instead of adding virtual infrastructure objects to static groups manually, you can create categorization rules that will populate static groups automatically.

A categorization rule is a condition, or criterion associated with a specific static group. This condition is evaluated against virtual infrastructure objects. Objects that comply with the rule condition can be automatically included in or excluded from the associated static group. Categorization rule condition is evaluated against discovered virtual infrastructure objects after you create a new rule, edit rule settings or run data collection for Veeam ONE Business View.

Categorization rules can be used to include or exclude objects based on the following criteria:

  • Object name
  • Infrastructure location
  • Object properties

For example, you can create a categorization rule that will place all VMs that have 'market' as part of their name to the Marketing group of the Department category. Or you can create a categorization rule that will place all objects in the Production resource pool to the Production group of the Purpose category.

Categorization rules can prescribe to include all matching virtual infrastructure objects to a specific static group automatically. Alternatively, you can configure rules to mark virtual infrastructure objects as awaiting categorization approval. In this case, the matching objects are not included in groups automatically. Instead, objects are placed to the Require Approval group. To move objects from the Require Approval group to the target static group, the administrator must confirm categorization.

Creating and Managing Categorization Rules Note:

Categorization rules can be used for grouping VMs, hosts and storage objects. Clusters cannot be categorized with rules.

 

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Business View User Guide