Ransomware attackers specifically target and attempt to destroy backup systems to increase the probability of payment. Hardening your system is critical. Please ensure you have reviewed your platform security using the Security Hardening Checklist
Cohesity

COHESITY Documentation

Explore our documentation to get started, discover products & new features, access troubleshooting guides, register sources, platforms support.

Products
Data Security Alliance
Visit Cohesity.com
Demos
Support
Blogs
Developers
Partner Portals
Cohesity Community
© 2026 Cohesity, Inc. All Rights Reserved.
Terms of Use|
Privacy Policy|
Legal|
  1. Home
  2. Veritas NetBackup™ for VMware Administrator's Guide
  3. Configure a VMware Intelligent Policy
  4. Configuring automatic virtual machine selection
Veritas NetBackup™ for VMware Administrator's Guide

Configuring automatic virtual machine selection

This topic applies to policy configuration for NetBackup for VMware.

NetBackup can automatically select VMware virtual machines for backup based on the criteria that you enter. You specify the criteria (rules) in the Query Builder on the NetBackup policy Clients tab. You can set up rules to include certain virtual machines for backup, or to exclude virtual machines.

When the backup job runs, NetBackup creates a list of the virtual machines that currently meet the query rules and backs them up.

The following is the policy Clients tab with Select automatically through VMware Intelligent Policy query selected.

Figure: Policy Clients tab for automatic selection of virtual machines

Policy Clients tab for automatic selection of virtual machines

The Query Builder can operate in Basic Mode or in Advanced Mode.

To configure automatic virtual machine selection in Basic Mode

  1. On the policy Attributes tab, select VMware for the policy type.
  2. On the policy VMware tab, select a VMware backup host.

    Review the other options on the VMware tab.

    See VMware backup options.

  3. Make other policy selections as needed (for example, create a Schedule).
  4. Click the Clients tab, and click Select automatically through VMware Intelligent Policy query.

    If you selected virtual machines manually in the Browse for Virtual Machines dialog, those virtual machines are removed from the policy.

  5. To back up virtual machines in vCloud Director, click Enable vCloud Director integration.

    More information is available on backups and restores into vCloud.

    See About NetBackup for vCloud Director.

    Note:

    Enable vCloud Director integration makes several vCloud Director keywords available in the policy Query Builder Field, for rule-based selection of virtual machines. If this option is not selected, NetBackup cannot use the vCloud keywords to locate virtual machines in vCloud Director, and the backup fails.

  6. To create a rule, make selections from the pull-down menus.

    For the first rule, you can start with the Field pull-down, depending on the type of rule. (For the first rule, the only selections available for the Join field are blank (none), or NOT.)

    Then make a selection for Operator:

    For the Value(s) field: Click the folder icon to browse for values, enter the value manually, or in some cases use the Value(s) drop-down (as in this example). The characters you enter manually in the Values field must be enclosed in single quotes or double quotes. Note that browsing for values may take some time in large virtual environments.

    See Query Builder field reference.

  7. Click the plus sign to add the rule to the Query pane.
  8. Create more rules as needed.

    See Query Builder field reference.

    See Examples for the NetBackup Query Builder.

  9. To see which virtual machines NetBackup currently selects based on your query, click Test Query.

    On the Test Query screen, the Virtual machines in your current environment that match the rules for selection in the policy are labeled INCLUDED. Note however that the Test Query option does not create the backup list for the policy. When the next backup runs from this policy, NetBackup re-discovers virtual machines and consults the query rules. At that time, NetBackup backs up the virtual machines that match the query rules.

    The list of virtual machines is saved but the virtual machines are not displayed in the policy's Clients tab.

    See Test Query screen for VMware.

  10. You can specify how long NetBackup uses the latest query results as the backup list for future executions of the policy. Set the time period in Reuse VM selection query results for.

    The default is 8 hours.

    More information is available on this setting:

    See About the Reuse VM selection query results option.

  11. To create queries manually instead of using the pull-down menus, click Advanced Mode.

    See Using the Query Builder in Advanced Mode.

More Information

About automatic virtual machine selection for NetBackup for VMware

Feedback

Was this page helpful?
Previous

Options for selecting VMware virtual machines

Next

Editing an existing query in Basic Mode

Feedback

Was this page helpful?