Creating Custom Categories for Exchange Backup Content

You can create custom categories for OneDrive for Business backup content so that you can group specific types of content together. This is helpful if you need to have a different Microsoft 365 Protection Plan for specific types of backup content.

Procedure

  1. From the navigation pane, go to Protect > Office 365.

    The Office 365 Overview page appears.

  2. On the Apps tab, click the app.

    The Overview page of the app appears.

  3. On the Content tab, in the upper-right area of the page click Add.

    The Configure Content page appears.

  4. Select Add content to backup, and then click Next.

    The Add Content tool appears.

  5. Under Advanced, select Custom categories, and then click Next.

    The Content tab appears.

  6. In the Category name box, enter a title for the category.

  7. Click Add rule.

    The Add rule dialog box appears.

  8. From the Source list, select the type of data that you want to define the category, and then configure the settings for the data:

    • License: To create a category of backup data based on the status of the Commvault Cloud license, select this option.

      • Operator: Select Equals. This is the only option available because you will choose from a list of preconfigured values.

      • Value: To include only backup content with an active license, select Active. To include backup content with an active or inactive license, select Active or Revoked.

    • User Display Name: To create a category of backup data based on user name, select this option.

      • Operator: To define the text that each user name has in common, select one of the available options, such as Starts With or Equals. You can also use a regular expression to define a pattern of text.

      • Value: Enter a string of text that each user name has in common.

    • User Geo Location: To create a category of backup data based on the Exchange users' geographical location, select this option.

      • Operator: To include users from a specific location, select Equals. To exclude users from a specific location, select Not Equal.

      • Value: Select the location.

    • User SMTP Address: To create a category of backup data based on the SMTP address associated with a user, select this option.

      • Operator: To define the text that each SMTP address has in common, select one of the available options, such as Contains or Ends With. You can also use a regular expression to define a pattern of text.

      • Value: Enter a string of text that each SMTP address has in common.

  9. To save the rule, click Add.

  10. On the Content tab, click Next.

    The Microsoft 365 Protection Plan tab appears.

  11. From the Microsoft 365 Protection Plan list, select the plan to use for the custom category, and then click Next.

    The Summary tab appears.

  12. Click Submit.

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