Creating VM, Instance, or Application Filters

From the VM group content dialog box, you can create filters to exclude virtual machines, instances, or OpenShift applications from backups.

Procedure

  1. From the navigation pane, go to Protect > Virtualization.

    The Virtual machines page appears.

  2. On the Hypervisors tab, click the hypervisor.

    The hypervisor page appears. The VM groups area displays summary information for any existing VM groups.

  3. Click an existing VM group.

  4. Under Content, click Manage.

    The VM group content dialog box appears.

    The Filters tab shows content to be excluded from backups.

  5. On the Filters tab, to remove a filter, click action_button in the Actions column of the row for the filter and select Remove.

  6. To add filters by browsing, click Add virtual machines.

  7. In the Add virtual machines page, select a browse method for the Browse and select VMs list (depending on the hypervisor, this list could be labeled Browse and select instances or Applications), and then expand the tree below the list to select content for the VM group, or to clear previous selections.

    You can select one of the following options from the list to control the browse display:

    • Alibaba Cloud:

      • By region: Select an instance within a region.

      • By zone: Display regions under each zone and select an instance within a region.

    • Amazon:

      • By instance type: Select an instance of a particular type within a region.

      • By region: Select an instance within a region.

      • By zone: Select an instance within a zone and region.

      • VMs: Select this option to browse and select specific VMs.

    • Google Cloud Platform:

      • Project: Select an instance within a project.

      • Region: Select an instance within a region and project.

      • Zone: Select an instance within a zone and project.

    • Microsoft Azure Classic:

      • Cloud services: Select cloud services for Azure Classic.

      • Regions: Select an Azure region to include all VMs in that region.

      • Storage Accounts: Select a storage account to include all VMs that reside in the storage account.

      • VMs: Select this option to browse and select specific VMs.

    • Microsoft Azure Resource Manager:

      • Regions: Select an Azure region to include all VMs in that region.

      • Resource group: Select a resource group for Azure Resource Manager.

      • Storage Accounts: Select a storage account to include all VMs that reside in the storage account.

      • Tags: Select a tag to include all VMs associated with the selection.

      • VMs: Select this option to browse and select specific VMs.

    • Microsoft Hyper-V:

      • Group by host: Select this option to view hosts and the VMs running on each host. Select a host entry to protect all VMs on the host, or expand the tree to select specific VMs.

      • Virtual machines are shown directly under the host.

      • Storage: Select this option to view storage containing virtual machine data. Select the storage entry to protect all VMs on the storage, or expand the tree to select specific VMs.

      • VMs: Select this option to browse and select specific VMs.

    • Nutanix AHV:

      • Container: Select a storage container or specific virtual machines.

      • Data protection: Select a host, protection domain, or specific virtual machines.

      • VMs: Select this option to browse and select specific VMs.

    • OpenStack:

      • Projects: Select a project, region, instance, or image.

      • Admin: Select images or instances.

    • Oracle Cloud Classic:

      • Instances: Select instances to be backed up.
    • Oracle VM:

      • Servers and VMs: Select server pools, VM pools, servers, or virtual machines.

      • Repositories: Select storage repositories.

    • Red Hat OpenShift:

      • Projects: Select a project to include all applications for the project, or expand a project to select applications.

      • Applications: Select an application.

    • Red Hat Virtualization:

      • System: Select this option to view the data centers.

      • Clusters: Select this option to view a specific cluster.

      • Hosts: Select this option to view the RHEV Manager hosts.

      • Storage: Select this option to view storage containing virtual machine data. Select the storage entry to protect all VMs on the storage, or expand the tree to select specific VMs.

      • VMs: Select this option to browse and select specific VMs.

      • Tags: Select a tag to include all VMs associated with the selection.

    • vCloud Director: Use the Organizations view to browse a vCenter, organization, VDC, or vApp.

      You can select VMs under an entity or select an entity to include all VMs under the entity.

    • VMware:

      • Hosts and clusters: Select this option to view hosts and the VMs running on each host. Select a host entry to protect all VMs on the host, or expand the tree to select specific VMs.

        The top level of the browse shows all accessible vCenters at the top level, ESX servers under vCenters, and virtual machines under each ESX server.

      • VMs and templates: Select this option to browse and select specific VMs.

      • Datastores and datastore clusters: Select this option to view datastores containing virtual machine data. The top level of the browse shows all accessible hosts at the top level, with datastores under hosts and virtual machines under each datastore. Select a datastore entry to protect all VMs on the storage, or expand the tree to select specific VMs.

      • Tags and categories: Select this option to view categories, tags, and virtual machines that are marked with a tag.

        When you select a tag, the selection includes all VMs that are marked with the tag. When you select a category, the selection includes all VMs that are marked with a tag that belongs to the selected category.

  8. Click OK after selecting VMs or other objects.

  9. To exclude virtual machines based on different criteria:

    1. Click Add filter rule and then provide information for the rule:

    2. From the Select rule for list, choose one of the following:

      • Alibaba Cloud:

        Instance name/pattern: In the Name box, type the display name of the instance or a pattern using wildcards (for example, Test* to identify instances for which the instance name begins with "Test").

        Zone: In the Name box, type the name of the zone or a pattern using wildcards (for example, us-east* to identify zones for which the zone name begins with "us-east"). When you add a zone, all instances in the zone are included in backups.

      • Amazon:

        Guest DNS hostname: In the Name box, type a hostname or a pattern to identify a hostname or domain (for example, myhost.mycompany.com to identify a specific host or *mycompany.com to identify all hosts on that domain).

        Guest OS: In the Name box, type the exact name of the operating system or a pattern to identify an operating system group (for example, Microsoft* to identify any virtual machine that has a version of the Windows operating system).

        Instance name/pattern: In the Name box, type the display name of the instance or a pattern using wildcards (for example, Test* to identify instances for which the instance name begins with "Test").

        Instance state: Select Running or Stopped.

        Zone: In the Name box, type the name of the zone or a pattern using wildcards (for example, us-east* to identify zones for which the zone name begins with "us-east"). When you add a zone, all instances in the zone are excluded from backups.

      • Google Cloud Platform:

        Instance name/pattern: In the Name box, type the display name of the instance or a pattern using wildcards (for example, Test* to identify instances for which the instance name begins with "Test").

        Label: In the Key box, choose Equals, Starts with, Contains or Ends With, and then type the key or a pattern using wildcards (for example, 123* to identify keys for which the key name starts with "123"). In the Value box, choose Equals, Starts with, Contains or Ends With, and then type the value or a pattern using wildcards (for example, 123* to identify values for which the value name starts with "123").

        Project: In the Name box, type the name of the project or a pattern using wildcards (for example, us-east* to identify projects for which the project name begins with "us-east"). When you add a project, all instances in the project are excluded from backups.

        Zone: In the Name box, type the name of the zone or a pattern using wildcards (for example, us-east* to identify zones for which the zone name begins with "us-east"). When you add a zone, all instances in the zone are excluded from backups.

      • Microsoft Azure Classic:

        Cloud services: In the Name box, type a cloud service name or a pattern to identify a cloud service.

        Power state: From the Name list, select the power on status of virtual machines to be excluded from backups. You can select On to identify VMs that are powered on, Off to identify VMs that are powered off, or Other to identify VMs with a different power on status, such as Suspended.

        Region: Select a region to exclude all VMs in that region.

        Virtual machine name/pattern: In the Name box, type the display name of the virtual machine or a pattern using wildcards (for example, Test* to identify VMs for which the VM name begins with "Test").

      • Microsoft Azure Resource Manager:

        Power state: From the Name list, select the power on status of virtual machines to be excluded from backups. You can select On to identify VMs that are powered on, Off to identify VMs that are powered off, or Other to identify VMs with a different power on status, such as Suspended.

        Region: Select a region to exclude all VMs in that region.

        Resource group: In the Name box, type a resource group name or a pattern to identify a resource group.

        Storage Account: Select a storage account to exclude all VMs that reside in the storage account.

        Virtual machine name/pattern: In the Name box, type the display name of the virtual machine or a pattern using wildcards (for example, Test* to identify VMs for which the VM name begins with "Test").

      • Microsoft Hyper-V:

        Guest DNS hostname: In the Name box, type a hostname or a pattern to identify a hostname or domain (for example, myhost.mycompany.com to identify a specific host or *mycompany.com to identify all hosts on that domain).

        Guest OS: In the Name box, type the exact name of the operating system or a pattern to identify an operating system group (for example, Microsoft* to identify any virtual machine that has a version of the Windows operating system).

        Host: In the Name box, type the host name, the IP address of the host, or a host name pattern using wildcards. When you add a host, all virtual machines on the host are excluded from the backup.

        Notes: In the Name box, type a pattern to identify virtual machines based on notes text contained in annotations for the VM summary (for example, Test* to identify VMs with a note that begins with "Test").

        Power state: From the Name list, select the power on status of virtual machines to be excluded from backups. You can select On to identify VMs that are powered on, Off to identify VMs that are powered off, or Other to identify VMs with a different power on status, such as Suspended.

        Virtual machine name/pattern: In the Name box, type the display name of the virtual machine or a pattern using wildcards (for example, Test* to identify VMs for which the VM name begins with "Test").

      • Nutanix AHV:

        Power state: From the Name list, select the power on status of virtual machines to be excluded from backups. You can select On to identify VMs that are powered on, Off to identify VMs that are powered off, or Other to identify VMs with a different power on status, such as Suspended.

        Virtual machine name/pattern: In the Name box, type the display name of the virtual machine or a pattern using wildcards (for example, Test* to identify VMs for which the VM name begins with "Test").

      • OpenStack:

        Instance name/pattern: In the Name box, type the display name of the instance or a pattern using wildcards (for example, Test* to identify instances for which the instance name begins with "Test").

        Power state: From the Name list, select the power on status of instances to be excluded from backups. You can select On to identify instances that are powered on, Off to identify instances that are powered off, or Other to identify instances with a different power on status, such as Suspended.

      • Oracle Cloud Classic:

        Instance name/pattern: In the Name box, type the display name of the instance or a pattern using wildcards (for example, Test* to identify instances for which the instance name begins with "Test").

        User: Enter a name or pattern to identify a user, or browse to select a user.

      • Oracle VM:

        Repository: In the Name box, type the name of a repository.

        Virtual machine name/pattern: In the Name box, type the display name of the virtual machine or a pattern using wildcards (for example, Test* to identify VMs for which the VM name begins with "Test").

        Server: In the Name box, type the name of a server.

        Server folder: In the Name box, type the name of a server folder.

        Server pool: In the Name box, type the name of a server pool.

        Server pool folder: In the Name box, type the name of a server pool folder.

        Virtual machine folder: In the Name box, type the name of a virtual machine folder.

      • Red Hat OpenShift:

        Application name/pattern: In the Name box, type the display name of the application or a pattern using wildcards (for example, Test* to identify applications for which the application name begins with "Test").

      • Red Hat Virtualization:

        Guest DNS hostname: In the Name box, type a hostname or a pattern to identify a hostname or domain (for example, myhost.mycompany.com to identify a specific host or *mycompany.com to identify all hosts on that domain).

        Guest OS: In the Name box, type the exact name of the operating system or a pattern to identify an operating system group (for example, Microsoft* to identify any virtual machine that has a version of the Windows operating system).

        Host: In the Name box, type the host name, the IP address of the host, or a host name pattern using wildcards. When you add a host, all virtual machines on the host are excluded from the backup.

        Power state: From the Name list, select the power on status of virtual machines to be excluded from backups. You can select On to identify VMs that are powered on, Off to identify VMs that are powered off, or Other to identify VMs with a different power on status, such as Suspended.

        Tag: In the Name box, type the name of a tag.

        Virtual machine name/pattern: In the Name box, type the display name of the virtual machine or a pattern using wildcards (for example, Test* to identify VMs for which the VM name begins with "Test").

      • vCloud Director:

        Organization: Enter the name of an organization.

        Storage Policy: Enter the name of a storage policy to select virtual machines that use the specified storage policy.

        vApp: Enter the name of a vApp.

        VDC: Enter the name of a vDC.

        Virtual machine name/pattern: In the Name box, type the display name of the virtual machine or a pattern using wildcards (for example, Test* to identify VMs for which the VM name begins with "Test").

      • VMware:

        Custom attribute: Enter a pattern to identify virtual machines based on custom attributes in vCenter annotations for the VM summary. You can enter search values for the names and values of custom attributes. For example:

        Entering Name Contains *resize* to identify VMs where the name of a custom attribute contains the word "resize").

        Entering Value Contains *128* to identify VMs where the value of a custom attribute contains the number "128").Datastore: In the Name box, type a datastore name or pattern.

        Guest DNS hostname: In the Name box, type a hostname or a pattern to identify a hostname or domain (for example, myhost.mycompany.com to identify a specific host or *mycompany.com to identify all hosts on that domain).

        Guest OS: In the Name box, type the exact name of the operating system or a pattern to identify an operating system group (for example, Microsoft* to identify any virtual machine that has a version of the Windows operating system).

        Host: In the Name box, type the host name, the IP address of the host, or a host name pattern using wildcards. When you add a host, all virtual machines on the host are excluded from the backup.

        Notes: In the Name box, type a pattern to identify virtual machines based on notes text contained in annotations for the VM summary (for example, Test* to identify VMs with a note that begins with "Test").

        Power state: From the Name list, select the power on status of virtual machines to be excluded from backups. You can select On to identify VMs that are powered on, Off to identify VMs that are powered off, or Other to identify VMs with a different power on status, such as Suspended.

        Tag: Enter a tag to identify all virtual machines under VMware entities that are marked with that tag.

        Tag category: Enter a tag category to identify all virtual machines under VMware entities that are marked with that category.

        Template: From the Name list, select True to exclude templates or False to not exclude templates.

        Virtual machine name/pattern: In the Name box, type the display name of the virtual machine or a pattern using wildcards (for example, Test* to identify VMs for which the VM name begins with "Test").

    3. From the Which matches with list, choose Equals, Contains, Starts with, or Ends with.

    4. In the Name box, provide a value as required for the type of rule.

    5. Click OK.

  10. To edit a rule, click action_button in the Actions column of the row for the VM and select Edit rule.

  11. Click OK to save the changes to VM group content.

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