To create an intelligent group for cloud assets

1. On the left, click Workloads > Cloud.
2. Click the Intelligent groups tab and then click + Add.
3. Enter a name and description for the group.
4. Select the cloud provider, account ID, and region.

   Note:

   If the region is not specified, then the cloud intelligent group filter applies to the assets from all the discovered regions.

5. Select the Asset type.

6. Then do one of the following:

   • Select Include all assets of the selected type.

     This option uses a default query to select all assets for backup when the protection plan runs.

   • To select only the assets that meet specific conditions, create your query. Click Add condition.

7. To add a condition, use the drop-downs to select a keyword and operator and then enter a value.

   See Query options for creating intelligent groups for cloud assets.

   To change the effect of the query, click + Condition and click AND or OR, then select the keyword, operator, and value for the condition. For example:

   

   This example uses OR to narrow the scope of the query: It selects only the VMs that have cp in their display name and that also have a tag name as eng, and are in running state.

   Note:

   The special character '<' is not supported in a tag name. If present, asset group creation fails.

   Note:

   Known limitation in NetBackup - if you create a query that has the asset tag names (referenced from your cloud provider) containing spaces or special characters such as (,), &, \, /, ", [, ], {, }, :, you cannot later edit the query for editing any parameters. This does not prevent you from successfully creating the intelligent group and applying the protection plan to it. Only the Edit query functionality is affected by this limitation.

   To avoid this issue, ensure that the tag names do not contain the specified special characters and create a new query with the new tag names.

   You can also add sub-queries to a condition. Click + Sub-query and click AND or OR, then select the keyword, operator, and value for the sub-query condition.

8. To test the query, click Preview.

   The query-based selection process is dynamic. Changes in the virtual environment can affect which assets the query selects when the protection plan runs. As a result, the assets that the query selects later when the protection plan runs may not be identical to those currently listed in the preview.

   Note:

   When using queries in Intelligent groups, the NetBackup web UI might not display an accurate list of assets that match the query if the query condition has non-English characters.

   Using the not equals filter condition on any attribute returns assets including those that have no value (null) present for the attribute. For multi-value attributes such as tag, the assets that do not match at least one of the values of the attribute are not returned.

   Note:

   When you click Preview or you save the group, the query options are treated as case-sensitive when the assets are selected for the group. Under Virtual machines, if you click on a VM that was not selected for the group, the Intelligent groups field reads none.

9. To save the group without adding it to a protection plan, click Add.

   To save the group and apply a protection plan to it, click Add and protect. Select the plan, and click Protect.