Folder based groupping for reporting in Veeam One 9.5

[dhueber]

Dear all,

We have following folder structure in vCenter

Data Center
---> Division 1
---> Team A
---> VM1
---> VM2
---> Team B
---> VM1
---> VM2
---> VM3
---> Division 2
---> Team C
---> VM1
---> Team D
---> VM1

We are now trying to create groups and/or categories per team.

We tried multiple solutions we found in different posts in the forum but couldn't get it working.

Test1
Case
When ToUpperCase(folder) = "TEAM A" THEN "A"
When ToUpperCase(folder) = "TEAM B" THEN "B"
When ToUpperCase(folder) = "TEAM C" THEN "C"
When ToUpperCase(folder) = "TEAM D" THEN "D"
Else "Others"
End

All VMs are pointed to Others...

Test 2
CASE
WHEN IndexOf(ToUpperCase(Folder), "TEAM A") > 0 THEN "A"
WHEN IndexOf(ToUpperCase(Folder), "TEAM B") > 0 THEN "B"
ELSE "Others"
END

All VMs are pointed out to Others

Test 3
CASE
WHEN IndexOf(ToUpperCase(Location), "TEAM A") > 0 THEN "A"
WHEN IndexOf(ToUpperCase(Location), "TEAM B") > 0 THEN "B"
ELSE "Others"
END

All VMs are pointed out to Others

Test 4
We tries to create a category per team and then a rule for virtual machine objects type we applied it to a folder and selected "By infrastructure location" type.

This works almost fine unfortunately we do only see the first level of folder. All sub-folders are hidden and not taken in account.

Do you see what we are doing wrong here?

Many thanks for your support


David

[Shestakov]

Hello David and welcome to the community!

Personally I prefer static rules as you tried to do in Test 4.
Do you need to group VMs of each team? In this case you will have a category for each division and group inside category for each team of the division.

By the way, what product version are you at?
Thanks!

[dhueber]

Hi Shestakov,

thanks for your feedback.

We are running vmWare 6.2 and Veeam One 9.5.0.3201.

Having a category er division and a group per team is fine for us...unfortunately we didn't get it working even with method 4
In Test 4 case, we see only the top folders which do not contain any VM in it. Indeed we even tried moving some VM in it but couldn't see it either.

Cheers

David

[Shestakov]

We`ve double-checked the rule in v9.5 and it works with no issues.
Have you created Category, static Groups and Rule for each group? Have you also linked the groups and rules?

[dhueber]

Hi Shestakov,

here what I just tried after deleting everything to start from a clean sheet again.

1. Create a category "Division 1"
Type = Static
Object type = Virtual Machine
No Set group on chart = Show

2. Create a group in the Category Division 1
Friendly name & Tag = Team A
Description = <empty>

3. Create a rule "Categorize Team A"
Object Type = Virtual Machines
Apply to - Infrastructure node = 10.10.2.11\Datacenter\Division1 ==> Here I do not see in the tree when doing Browse the sub-folders for Division1 and therefore cannot select Team A
Type = By Infrastructure Location
Assign this group = Division 1\Team A
Apply Rule = Automatically

At the end I have no VM in my group Team A as no VM is in the Folder Division 1. On the other hand I cannot select the sub-folder team A.

Thanks

David

[Shestakov]

Looks like you did everything correct.
Sub-folders should be available for being chosen, otherwise you may contact the support team.
Let`s try to find a workaround. Do you have any team-specific prefixes in the VMs names?