Creating Custom Categories for SharePoint Backup Content

You can create custom categories for SharePoint backup content so that you can group specific types of content together. This is helpful if you need to have a different backup frequency or different settings 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, at 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 custom category.

  7. Click the Add Rule button.

    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:

    • Geo Location: To create a category of backup data based on the SharePoint sites' geographical location, select this option. For tenants with multiple geographic location capabilities enabled, you can specify the data location, such as Japan (JPN) or EMEA (EUR).

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

      • Value: Select the location.

    • Locale: To create a category of backup data based on the SharePoint sites' language in the specified regional settings, such as German (Germany) or Chinese (China), select this option.

      • Operator: To include sites in a specific language, select Equals. To exclude sites in a specific language, select Not Equal.

      • Value: Select the language.

    • Site Collection Classification: To create a category of backup data based on the type of SharePoint site, such as Project Online, Teams, and Regular, select this option.

      • Operator: To include a specific site type, select Equals. To exclude sites of a specific type, select Not Equal.

      • Value: Select the type of SharePoint site.

    • Site Collection URL: To create a category of backup data based on the URL naming conventions associated with SharePoint site collection, select this option. See examples below.

      • Operator: To define the text that each URL 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 URL has in common.

    • Site Description: To create a category of backup data based on the description configured for the SharePoint site, select this option. See examples below.

      • Operator: To define the text that each description 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 description has in common.

    • Site URL: To create a category of backup data based on the URL associated with the SharePoint site, select this option. See examples below.

      • Operator: To define the text that each URL 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 URL has in common.

    • SPO Property Bag: To create a category of backup data based on a key-value pair that was set on a site using a SharePoint Online PnP command, select this option.

      • Name: Enter the key or part of the key that was configured for the site. For example, enter OwnerDept.

      • Data type: Enter the type of data contained in the key-value pair, such as String.

      • Operator: To define text that is included in the key-value pair, select one of the available options, such as Contains or Ends With.

      • Value: Enter the value or part of the value that was configured for the site. For example, enter Finance.

        For example, all sites that were configured with the key-value pair OwnerDept Finance will appear in the results.

    • Time Zone: To create a category of backup data based on the time zone configured for the SharePoint app, select this option.

      • Operator: To include a specific time zone, select Equals. To exclude a specific time zone, select Not Equal.

      • Value: Select the time zone.

  9. To to save the rule, click Add.

  10. On the Content tab, click Next.

    The Office 365 Plan tab appears.

  11. From the Office 365 plan list, select a plan to back up this content, and then click Next.

    The Summary tab appears.

  12. Click Submit.

Examples

Site Collection

You can use the following regular expression to discover all SharePoint Online sites that begin with CVLT-:

  • Operator and Value: Starts With "CVLT-[A-Za-z0-9]+"

  • Sample Result: CVLT-O365CollaborationProject

You can use the following input to discover all sites that begin with HR for a specific, relative URL:

  • Operator and Value: Starts With "/sites/HR"

  • Sample Result: /sites/HR

You can use the following input to discover all sites with "sales-west" in the URL:

  • Operator and Value: Contains "sales-west"

  • Sample Result: sites/sales-west

You can use the following regular expression to discover all sites that begin with the letters A to G.

  • Operator and Value: Starts With https://tenantname/sites/[A-Ga-g]

  • Sample Results:

    https://company123/sites/Analytics

    https://company123/sites/Core

    https://company123/sites/Finance

Site Description

You can use the following input to discover all sites that have the text onboarding instructions in the description.

  • Operator and Value: Contains "onboarding instructions"

  • Sample Result: sites/Engineering/Guide/steps.aspx

Site URL

You can use the following input to discover sites that end with _Initiative.

  • Operator and Value: Ends With "_Initiative"

  • Sample Results: CVLT-Collaboration_Initiative

Loading...