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Simplifying Veeam Backups Using VMware Tags

If you’re lazy like me, you hate having to open 26 different applications when you provision a new virtual machine. Lets eliminate the need to open one of those applications, Veeam.

Traditionally, when you provision a new virtual machine, you would open Veeam Backup & Replication Console and add that specific VM to one of the Backup Jobs you have configured. You’d have to make sure that you’ve correctly configured things like encryption, application-aware backups, exceptions and credentials for the VM you’ve provisioned.

Now, I don’t know about you, but I hate extra work. Here’s how you can solve this problem with a little bit of automation using VMware Tags and Veeam Backup & Replication.

Note: VMware Tags require vCenter version 5.1 and above. Reference

Step 1: Create Backup Tags in VMware vCenter
For my needs, I created quite a few VMware Tags. One for each of the Veeam Backup Jobs I needed, and a few to dynamically change the settings of the backup job for specific virtual machines. Here’s how they’re laid out:

  1. Create a new category for your backup tags called Backup. For this category, you should set Cardinality to Many tags per object, and you

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VMware Tagging and Why You Should Care

VMware Tags were introduced with vSphere 5.1, and replace the legacy Custom Attributes feature from earlier versions. Tags allow you to add valuable metadata to every object in your inventory, which makes them searchable and sortable by those tags. How can this be used, you ask? Well I’ll tell you how I use tags.

I use tags to control which backup a virtual machine is a part of, to control the settings that should be applied during the backup, to identify the priority of virtual machines for business continuity and disaster recovery purposes, to define the patch group the virtual machine is in, to identify server roles and installed applications, to create dynamic groups of machines in Turbonomic Operations Manager. One of the guys on my team even built a dynamic list of servers on our SharePoint site that allows us to see at a glance every server in our environment and filter it to find the information we need quickly.

What is a Category?
Categories allow you to group related tags together. When you define a category, you can also specify which object types its tags can be applied to and whether more than one tag in the category …

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