Setting up Hyper-V Intelligent Policy: Task overview — NetBackup 11.1.0.2 | Cohesity Documentation

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Setting up Hyper-V Intelligent Policy: Task overview — NetBackup 11.1.0.2 | Cohesity Documentation

Setting up Hyper-V Intelligent Policy: Task overview

This topic is a high-level overview of how to set up a NetBackup policy for automatic selection of Hyper-V virtual machines. Follow the links in the table for more details.

Table: Automatic selection of virtual machines: overview of the tasks

Steps to configure automatic selection	Description and notes
Configure a Hyper-V policy	Use the policy Attributes tab. See Create a Hyper-V policy.
Set rules for virtual machine selection in the policy Query builder	On the policy Clients tab, click Select automatically through Hyper-V Intelligent Policy query. Choose a host for virtual machine selection (the default is the Hyper-V server). To add the rules, use the Query builder drop-down fields. See Create a Hyper-V policy for automatic virtual machine selection. See Options for selecting Hyper-V virtual machines.
Test the rules	Click Test Query in the Query builder on the Clients tab. Virtual machines are labeled as included or excluded, based on the rules. Note: The list of virtual machines is not saved in the Clients tab. Note: The query rules are also displayed in the Backup selections tab. The backup selections are pre-set to All_LOCAL_DRIVES (not displayed).
Run a backup	When the policy runs, NetBackup consults the rules in the Query builder, creates a list of virtual machines, and backs them up.
Check the backup	To see which virtual machines were backed up, use the Activity Monitor.

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