Creating Custom Categories for SharePoint Backup Content

You can create custom categories for SharePoint backup content so that you can group specific types of content together. This is helpful if you need to have a different backup frequency or different settings 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 SharePoint app where you want to create a custom category for backup content.

    The SharePoint details page appears.

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

    O365 SharePoint 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:

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

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

      • Value: Select the location.

        O365 SharePoint Custom Categories Geo Location

    • Locale: To create a category of backup data based on the SharePoint sites' language, select this option.

      • Operator: To include sites in a specific language, select Equals. To exclude sites in a specific language, select Not Equal.

      • Value: Select the language.

        O365 SharePoint Custom Categories Locale

    • Site Collection Classification: To create a category of backup data based on the type of SharePoint site, select this option.

      • Operator: To include a specific site type, select Equals. To exclude sites of a specific type, select Not Equal.

      • Value: Select the type of SharePoint site.

        O365 SharePoint Custom Categories Site Collection Classification

    • Site Collection URL: To create a category of backup data based on the URL associated with SharePoint site collection, select this option.

      • Operator: To define the text that each URL 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 URL has in common.

        O365 SharePoint Custom Categories Site Collection URL

    • Site Description: To create a category of backup data based on the description configured for the SharePoint site, select this option.

      • Operator: To define the text that each description 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 description has in common.

        O365 SharePoint Custom Categories Site Description

    • Site URL: To create a category of backup data based on the URL associated with the SharePoint site, select this option.

      • Operator: To define the text that each URL 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 URL has in common.

        O365 SharePoint Custom Categories Site URL

    • Time Zone: To create a category of backup data based on the time zone configured for the SharePoint app, select this option.

      • Operator: To include a specific time zone, select Equals. To exclude a specific time zone, select Not Equal.

      • Value: Select the time zone.

        O365 SharePoint Custom Categories Time Zone

  7. To to save the rule, click Add.

    The Create custom category dialog box appears.

  8. Click Add.

    O365 SharePoint Custom Categories Rule

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