Want to make Backup Jobs management easier? ...use Tags!

More and more customers are using VMware tags for VM selection. From my perspective, there is one main question to answer: how is responsible to add new Data (VMs) to backup? Is it the one, responsible for application (VM owner) or backup? Application owner normally have the permission - or say to VI-admin to do so - can set tags or put VM in a specific folder. So tags are a great way for Application admins to add their VMs to backup. 

Yes, tags are a great way to put VMs automatically into backup jobs.

The responsibility who sets the tags - and keeps them consistent - is the biggest problem in most environments. Many application/VM owner do not thnk about backup after the VM ist installed...

I also encourage customers to use tags, especially in bigger environments, where the VM/application administrator doesn’t have knowledge or permissions for the backup solutions. Assigning tags during the deployment process is easier and can prevent administrators from forgetting the backup.

Regarding the responsibility; the person who deploys the VM is also responsible for the backup. There should be a process/workflow which includes backup configuration. Otherwise the backup admin would have to proactivly monitor/search for systems without backup.

Normally I configure something like a “catch-all” job (like addding the datacenter/cluster container). So if a VM doesn’t have any tags it get’s added to a standard job and we have at least some kind of backup if it was forgotten. Like @PValsecchi has written; if there’s no need for a backup then the “NoBackup” tag is assigned.

I don't see a lot of customer that use Tags, is a improvements with that they could manage the SLA. Very good Topic !!

Good idea! Will keep it in mind. Normally we categorize VMs based on criticality. But the way you mentioned will even simplify it further.

Can you manage/custom Guest Processing features such as File Indexing or Application-aware processing? Can we be granular with indexing, credentials etc.?

You can use tag combinations with V11. With this you can build many different jobs and assign a tag combination. For example you can create a Tag “FileIndexing” and assign this with a job with activated File Indexing. Then all VMs with this tag will be backup-ed by this job.

But you cannot manage features and credentials directly with tags.

You can use tags to configure guest proccessing, so AAP, credentials and file indexing. I’ve just double-checked to be sure. Also, while adding VMs via tags, you can change the settings for certain VMs.

true story

Yes, as I said, you can set these settings in the job which selects VMs via a tag combination. And you cannot set credentials and so on for individual VMS, you can set these setting for the tag combination only…

@JMeixner You can still select individual VMs in that dialog, even when you’re working with tags. In the Add Objects dialog you’ll need to select show full hierarchy.

Yes, you can do this. But makes this sense?
With tags or tag combinations I want to assign the VMs to the jobs automatically…. Or this was my goal with this feature at least 😎

I just wanted to say that it’s possible, not that it makes sense to do so 😅