Dell EMC Avamar for VMware 19.7 User Guide

Automatically include virtual machines in a backup policy using dynamic rules

As part of the autodiscovery feature, virtual machines created in vCenter that have been discovered in Avamar can automatically be assigned to backup policies by using dynamic rules. This procedure describes how to configure scheduled policy backups to use dynamic rules.

1. In the left navigation pane of the AUI, go to Policy > Backup Policy, and then select a domain.
2. Click +ADD to open the Policy wizard, which is used to create the backup policy.
3. On the Members page, select Enable Dynamic rule, and then perform either of the following:
   • From the list, select an existing rule, or
   • Click + to create a rule.
   Virtual machines that match the rule criteria display with a green check mark and a status of Included by Rule on the Members page, indicating that the virtual machines have been dynamically selected for inclusion in this backup policy.

   You can also add virtual machine clients to this policy that have not been dynamically included. This is also known as static inclusion, as described in the topic Dynamic versus static containers.

   To include a virtual machine in the policy that has not been dynamically added, select the checkbox next to the virtual machine. The entry displays with a blue check mark and a status of Included by User, indicating that the virtual machine has been statically selected for inclusion in this backup policy.

   Additionally, you can exclude a virtual machine client that was dynamically included in the policy. To exclude a virtual machine that was dynamically added to the policy, select the X next to the virtual machine. The entry displays with a red X and a status of Excluded.

   NOTE:It is recommended that you do not manually include or exclude clients in a backup policy that uses using virtual machine autodiscovery. As a best practice, reserve backup policies that use automatic member selection (or selection based on dynamic rules) for that purpose only, and create other backup policies for clients that are not autodiscovered virtual machines.
4. Click NEXT and complete the remaining steps in the Policy wizard.