Creating Custom Categories for Exchange Backup Content

You can create custom categories for Exchange backup content so that you can group specific types of content together. This is helpful if you need to have a different Office 365 Plan for specific types of backup content.

Procedure

  1. From the navigation pane, go to Protect > Office 365 > Apps.

    The Office 365 apps page appears.

  2. From the list, select the Exchange app where you want to create a custom category for backup content.

    The Exchange details page appears.

  3. On the Content tab, at the top-right area of the table, click Add > Custom category.

    O365 Exchange Custom Categories Add

    The Create custom category dialog box appears.

  4. Enter the following information for the custom category:

    • In the Category name box, enter a title for the category.

    • From the Office 365 plan list, select the plan that this category applies to.

  5. Click the Add Rule button.

    The Add rule dialog box appears.

  6. From the Source list, select the type of data that you want to define the category, and then configure the settings for the data:

    • License: To create a category of backup data based on the status of the Commvault license, select this option.

      • Operator: Select Equals. This is the only option available because you will choose from a list of preconfigured values.

      • Value: To include only backup content with an active license, select Active. To include backup content with an active or inactive license, select Active or Revoked.

        O365 Exchange Custom Categories License

    • User Display Name: To create a category of backup data based on user name, select this option.

      • Operator: To define the text that each user name has in common, select one of the available options, such as Starts With or Equals. You can also use a regular expression to define a pattern of text.

      • Value: Enter a string of text that each user name has in common.

        O365 Exchange Custom Categories User Display Name

    • User Geo Location: To create a category of backup data based on the Exchange users' geographical location, select this option.

      • Operator: To include users from a specific location, select Equals. To exclude users from a specific location, select Not Equal.

      • Value: Select the location.

        O365 Exchange Custom Categories User Geo Location

    • User SMTP Address: To create a category of backup data based on the SMTP address associated with a user, select this option.

      • Operator: To define the text that each SMTP address has in common, select one of the available options, such as Contains or Ends With. You can also use a regular expression to define a pattern of text.

      • Value: Enter a string of text that each SMTP address has in common.

        O365 Exchange Custom Categories User SMTP Address

  7. To to save the rule, click Add.

    The Create custom category dialog box appears.

  8. Click Add.

    O365 Exchange Custom Categories Rule

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