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Step by Step Guide For File Server Resource Manager in Windows Server 2008
Step by Step Guide For File Server Resource Manager in Windows Server 2008
Abstract
File Server Resource Manager enables system administrators to understand ho storage is being used and to manage the use of their storage by generating storage reports! applying "uotas to volumes and folders! and screening files on the server# $his guide provides step%by% step al&throughs for creating "uotas! creating file screens! and scheduling storage reports#
opyrig!t "nfor#ation
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ontents
Step%by%Step 8uide for File Server Resource Manager in *indo s Server 2008##########################9 Copyright 'nformation###################################################################################################################### 2 Contents########################################################################################################################################## : 'ntroduction to File Server Resource Manager################################################################################; (sing File Server Resource Manager############################################################################################# ; 5pening File Server Resource Manager#####################################################################################< Configuring File Server Resource Manager#################################################################################= Managing Storage Resources on a Remote Computer###############################################################= (sing Command%)ine $ools for File Server Resource Manager##################################################8 *or&ing ith >uotas####################################################################################################################### ? File Server Resource Manager >uotas vs# .$FS 4is& >uotas###################################################? 3bout >uota $emplates############################################################################################################# 90 Creating a >uota####################################################################################################################### 90 Creating a >uota $emplate######################################################################################################## 99 (pdating >uotas by 1diting a >uota $emplate##########################################################################9: Creating an 3uto 3pply >uota################################################################################################### 9@ 1diting an 3uto 3pply >uota###################################################################################################### 9; Monitoring >uota (se################################################################################################################ 9< Screening Files############################################################################################################################# 9= *or&ing ith File 8roups########################################################################################################### 98 Creating a File Screen############################################################################################################### 9? Creating a File Screen 1-ception############################################################################################## 29 Monitoring File Screening########################################################################################################## 22 8enerating Storage Reports######################################################################################################### 2: Storage Reports 3vailable in File Server Resource Manager####################################################2: Configuring Report Parameters#################################################################################################2@ Scheduling a Set of Reports###################################################################################################### 2; 8enerating Reports on 4emand################################################################################################2< 7ac&ing up File Server Resource Manager Configurations###########################################################28 $est Scenarios for File Server Resource Manager########################################################################28 >uota Management Scenarios##################################################################################################### 2? $esting >uotas########################################################################################################################### 2? $esting 3uto 3pply >uotas######################################################################################################### :9
$esting >uota $emplates########################################################################################################### :2 File Screening Management Scenarios######################################################################################## :@ $esting File 8roups#################################################################################################################### :@ $esting File Screens################################################################################################################## :; $esting File Screen $emplates################################################################################################### :< Storage Reports Management Scenarios#####################################################################################:= $esting Scheduled Reports######################################################################################################## :8 $esting 5n%4emand Reports##################################################################################################### :? Clustering Scenarios##################################################################################################################### @9 Preliminary Configuration 8uidelines#########################################################################################@9 $emplate 1-port and 'mport Scenarios#########################################################################################@2 Preliminary Configuration 8uidelines#########################################################################################@2
4efine "uota and file screening templates that can be easily applied to ne volumes or folders and reused across an organi,ation# Schedule periodic storage reports that help identify trends in dis& usage! or generate storage reports instantly! on demand#
File screening #anage#ent Create! manage! and obtain information about file screens! hich are used to bloc& selected file types from a volume or folder# *hen users attempt to save unauthori,ed files! send an e%mail to the administrators or generate similar notifications# Create file screen e-ceptions to override certain file screening rules# Create and manage file screen templates to simplify file screening management#
Create and manage file groups# *hen used ith file screens and file screen e-ceptions! file groups determine hich files ill be bloc&ed and hich ill be allo ed# Storage reports #anage#ent Schedule and configure storage reports# 8enerate storage reports on demand#
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"#portant $o manage storage resources on a remote computer! the stand%alone File Server Resource Manager snap%in must be used! instead of the Server Manager snap%in# $he stand%alone snap%in is available in 3dministrative $ools# 'o connect to a re#ote co#puter fro# File Server Resource Manager 9# 'n Ad#inistrative 'ools! clic& File Server Resource Manager# 2# 'n the console tree! right%clic& File Server Resource Manager! and then clic& onnect to Anot!er o#puter# :# 'n the dialog bo- that opens! clic& Anot!er co#puter! and then type the name or bro se to the server that you ant to connect to# @# Clic& &. to start the connection#
1ach tool has several options for performing actions similar to those that are available in the File Server Resource Manager MMC snap%in! and each can perform actions on either a local computer or a remote computer# $o have a command perform an action on a remote computer instead of the local computer! use the 3re#ote%ComputerName parameter# /3dditional re"uirements for managing remote storage resources are listed in Managing Storage Resources on a Remote Computer earlier in this guide#0
*uota features
1%mail! custom reports! running 1vent logs only commands or scripts! event logs
reating a *uota
$he follo ing procedure guides you through the process of creating a "uota that is based on a template! hich is recommended practice# 90
'o create a 0uota t!at is based on a te#plate 9# 'n *uota Manage#ent! clic& the *uota 'e#plates node# 2# 'n the Results pane! select the template on hich you ill base your "uota# :# Right%clic& the template and clic& reate *uota fro# 'e#plate /or clic& reate *uota fro# 'e#plate in the Actions pane0# $his opens the reate *uota dialog boith the summary properties of the "uota template displayed# @# (nder *uota pat!! type or bro se to the volume or folder that the "uota ill apply to# ;# Clic& the reate 0uota on pat! option# .ote that the "uota properties ill apply to the entire volume or folder# <# (nder /erive properties fro# t!is 0uota te#plate! the template you used in step 2 to create your ne "uota is preselected /or you can select another template from the list0# .ote that the properties of the template are displayed under Su##ary of 0uota properties# =# Clic& ,ote 'f you do not ant to base your "uota on a template! or if you ant to edit the properties copied from a template! in the reate *uota dialog bo- you can choose /efine custo# 0uota properties! and then clic& usto# (roperties# .ote that if you create a "uota ith custom properties! you have the option of saving a "uota template ith the custom "uota settings hen you save the ne "uota# 'f you choose that option! a ne template is saved! and then the template is applied to the ne "uota so that a lin& is maintained bet een the "uota and the template# reate#
:# 'f you ant to copy the properties of an e-isting template to use as a base for your ne template! select a template from the opy properties fro# 0uota te#plate drop% do n list# $hen clic& opy# @# 'n the 'e#plate ,a#e te-t bo-! enter a name for the ne template# ;# 'n the -abel te-t bo-! enter an optional descriptive label that ill appear ne-t to any "uotas derived from the template# <# (nder Space -i#it: a# 'n the -i#it te-t bo-! enter a number and choose a unit /G7! M7! 87! or $70 to specify the space limit for the "uota# 99
b# Clic& the 7ard 0uota or Soft 0uota option# /3 hard "uota prevents users from saving files after the space limit is reached and generates notifications hen the volume of data reaches each configured threshold# 3 soft "uota does not enforce the "uota limit! but it generates all configured notifications#0 =# Aou can configure one or more optional threshold notifications for your "uota template! as described in the procedure that follo s# 3fter you have selected all the "uota template properties that you ant to use! clic& &. to save the template#
then clic& "nsert 6ariable# $o configure additional headers /including From! Cc! 7cc! and Reply%to0! clic& Additional +-#ail 7eaders# @# $o log an event! on the +vent -og tab! select the Send warning to event log chec& bo-! and edit the default log entry# ;# $o run a command or script! on the o##and tab! select the Run t!is co##and or script chec& bo-# $hen type the command! or clic& 4rowse to search for the location here the script is stored# Aou can also enter command arguments! select a or&ing directory for the command or script! or modify the command security setting# <# $o generate one or more storage reports! on the Report tab! select the Generate reports chec& bo-! and then select hich reports to generate# 5ptionally! you can enter one or more administrative e%mail recipients for the report or e%mail the report to the user ho reached the threshold# ,ote Reports are saved in the default location for incident reports! hich is indicated on the Report tab# Aou can modify the default location in the File Server Resource Manager &ptions dialog bo-# For more information! see (sing File Server Resource Manager in this guide# =# Clic& &. to save your notification threshold# 8# Repeat these steps if you ant to configure additional notification thresholds for the "uota template#
those that you can set hen you create a "uota template# /For more information! see Creating a >uota $emplate earlier in this guide#0 5ptionally! you can copy the properties of a different template and modify them for this one# @# *hen you are finished editing the template properties! clic& &.# $his ill open the $pdate *uotas /erived fro# 'e#plate dialog bo-# ;# Select the type of update that you ant to apply: 'f you have "uotas that have been modified since they ere created using the original template! and you do not ant to change them! select Apply te#plate only to derived 0uotas t!at #atc! t!e original te#plate# $his option ill update only those "uotas that have not been edited since they ere created ith the original template# 'f you ant to modify all e-isting "uotas that ere created from the original template! select Apply te#plate to all derived 0uotas# 'f you ant to &eep the e-isting "uotas unchanged! select /o not apply te#plate to derived 0uotas# <# Clic& &.#
:# (nder *uota (at!! type the name of or bro se to the volume or parent folder that the "uota profile ill apply to# $he auto apply "uota ill be applied to each of the subfolders /current and future0 in this volume or folder# @# Clic& Auto apply te#plate and create 0uotas on e2isting and new subfolders # ;# (nder /erive properties fro# t!is 0uota te#plate! select the "uota template that you ant to apply from the drop%do n list# .ote that the properties for each template are displayed under Su##ary of 0uota properties# <# Clic& reate# 9@
,ote Aou can verify all automatically generated "uotas by opening the *uotas node and then clic&ing Refres!# 3n individual "uota for each subfolder and the auto apply "uota profile in the parent volume or folder are listed# 3lso! you can clic& Filter at the top of the Results pane! and then select to display only auto apply "uotas#
'f you ant to modify all e-isting "uotas in the auto apply "uota path! select Apply auto apply 0uota to all derived 0uotas# 'f you ant to &eep the e-isting "uotas unchanged but ma&e the modified auto "uota effective for ne subfolders in the auto apply "uota path! select /o not apply auto apply 0uota to derived 0uotas# <# Clic& &.#
Screening Files
Create file screens to bloc& files that belong to particular file groups from being saved on a volume or in a folder tree# 3 file screen affects all folders in the designated path# For e-ample! you might create a file screen to prevent users from storing audio and video files in their personal folders on the server# Aou can configure File Server Resource Manager to generate e%mail or other notifications hen a file screening event occurs# 3 file screen can be either active or passive: 3ctive screening prevents users from saving unauthori,ed file types on the server# Passive screening monitors users saving specific file types and generates any configured notifications! but does not prevent users from saving files# 3 file screen does not prevent users and applications from accessing files that ere saved to the path before the file screen as created! regardless of hether the files are members of bloc&ed file groups# $o simplify the management of file screens! e recommend that you base your file screens on file screen templates# 3 file screen template defines a screening type /active or passive0! a set of file groups to bloc&! and a set of notifications to be generated hen a user attempts to save an unauthori,ed file# File Server Resource Manager provides several default file screen templates! hich you can use to bloc& audio and video files! e-ecutable files! image files! and e%mail filesF and to meet some other common administrative needs# $o vie the default templates! select the File Screen 'e#plates node in the File Server Resource Manager console tree# For additional fle-ibility! you can configure a file screen exception in a subfolder of a path here you have created a file screen# *hen you place a file screen e-ception on a subfolder! you allo users to save file types there that ould other ise be bloc&ed by the file screen applied to the parent folder# "n t!is section% *or&ing ith File 8roups Creating a File Screen Creating a File Screen 1-ception Monitoring File Screening
9=
For e-ample! an Audio Files file group might include the follo ing file name patterns: Files to include: =1#p=: includes all audio files created in current and future MP18 formats /MP2! MP:! and so forth0# Files to e2clude: =1#pp: e-cludes files created in Microsoft Pro+ect /#mpp files0! hich ould other ise be included by the H#mpH inclusion rule#
File Server Resource Manager provides several default file groups! hich you can vie in File Screening Manage#ent by clic&ing the File Groups node# Aou can define additional file groups! or change the files to include and e-clude# 3ny changes that you ma&e to a file group affect all e-isting file screens! templates! and reports to hich the file group has been added# ,ote For convenience! you can modify file groups hen you edit the properties of a file screen! file screen e-ception! file screen template! or the Files by File 8roup report# .ote that any changes that you ma&e to a file group from these property sheets ill affect all items that use that file group# 'o create a file group 9# 'n File Screening Manage#ent! clic& the File Groups node# 2# 'n the Actions pane! clic& (roperties dialog bo-# reate File Group# $his opens the reate File Group
/3lternatively! hile you edit the properties of a file screen! file screen e-ception! file screen template! or Files by File 8roup report! under Maintain file groups! clic& reate#0 :# 'n the reate File Group (roperties dialog bo-! type a name for the file group# @# 3dd files to include and files to e-clude: For each set of files that you ant to include in the file group! in Files to include! type a file name pattern! and then clic& Add# Standard rules for ildcard characters apply# For e-ample! =1e2e selects all e-ecutable files# For each set of files that you ant to e-clude from the file group! in Files to e2clude! type a file name pattern! and then clic& Add# .ote that standard ildcard rules applyFfor e-ample! =1e2e selects all e-ecutable files# ;# Clic& &.# 98
9?
'o create a file screen 9# 'n File Screening Manage#ent! clic& the File Screens node# 2# Right%clic& File Screens! and clic& reate File Screen /or clic& reate File Screen in the Actions pane0# $his opens the reate File Screen dialog bo-# :# (nder File screen pat!! type the name of or bro se to the folder that the file screen ill apply to# $he file screen ill apply to the selected folder and all of its subfolders# @# (nder 7ow do you want to configure file screen properties ! clic& /efine custo# file screen properties! and then clic& usto# (roperties# $his opens the File Screen (roperties dialog bo-# ;# 'f you ant to copy the properties of an e-isting template to use as a base for your ne file screen! select a template from the opy properties fro# te#plate drop%do n list# $hen clic& opy# <# (nder Screening type! clic& the Active screening or (assive screening option# /3ctive screening prevents users from saving files that are members of bloc&ed file groups! and generates notifications hen users try to save unauthori,ed files# Passive screening sends configured notifications! but it does not prevent users from saving files#0 =# (nder File groups! select each file group that you ant to include in your file screen# 'f you ant to vie the file types a file group includes and e-cludes! clic& the file group label! and then clic& +dit# $o create a ne file group! clic& reate# 3dditionally! you can configure File Server Resource Manager to generate one or more notifications by setting the follo ing options on the +-#ail Message! +vent -og! o##and! and Report tabs# 8# 'f you ant to generate e%mail notifications! on the +-#ail Message tab! set the follo ing options: $o notify administrators hen a user or application attempts to save an unauthori,ed file! select the Send e-#ail to t!e following ad#inistrators chec& bo-! and then enter the names of the administrative accounts that ill receive the notifications# (se the format accountIdomain! and use semicolons to separate multiple accounts# $o send e%mail to the user ho attempted to save the file! select the Send e-#ail to t!e user w!o atte#pted to save an unaut!ori>ed file chec& bo-# $o configure the message! edit the default sub+ect line and message body that are provided# $he te-t that is in brac&ets inserts variable information about the file screen event that caused the notification# For e-ample! the J Source "o &wnerK variable inserts the name of the user ho attempted to save an unauthori,ed file# $o insert additional variables in the te-t! clic& "nsert 6ariable# $o configure additional headers /including From! Cc! 7cc! and Reply%to0! clic& Additional +-#ail 7eaders# ?# 'f you ant to log an error to the event log hen a user tries to save an unauthori,ed file! on the +vent -og tab! select the Send warning to event log chec& bo-# 5ptionally! 20
edit the default log entry# 90# 'f you ant to run a command or script hen a user tries to save an unauthori,ed file: 5n the o##and tab! select the Run t!is co##and or script chec& bo-# $hen type the command! or clic& 4rowse to search for the location here the script is stored# Aou can also enter command arguments! select a or&ing directory for the command or script! or modify the command security setting# 99# 'f you ant to generate one or more storage reports hen a user tries to save an unauthori,ed file: 5n the Report tab! select the Generate reports chec& bo-! and then select hich reports to generate# $he reports ill be saved in the default location for incident reports! hich you can modify in the File Server Resource Manager &ptions dialog bo-# 5ptionally! you can choose one or more administrative e%mail recipients for the report or e%mail the report to the user ho attempted to save the file# 92# 3fter you have selected all of the file screen properties that you ant to use! clic& &. to close the File Screen (roperties dialog bo-# 9:# 'n the reate File Screen dialog bo-! clic& reate to save the file screen# $his opens the Save usto# (roperties as a 'e#plate dialog bo-# 9@# $o save a template that is based on these customi,ed properties! clic& Save t!e custo# properties as a te#plate and type a name for the template# $his option ill apply the template to the ne file screen! and you can use the template to create additional file screens in the future# 9;# Clic& &.#
@# $o specify hich files to e-clude from file screening: (nder File groups! select each file group that you ant to e-clude from file screening# 'f you ant to vie the file types that a file group includes and e-cludes! clic& the file group label! and clic& +dit# $o create a ne file group! clic& reate# ;# Clic& &.#
4uplicate Files
)ists files that appear to be duplicates /files ith the same si,e and last%modified time0# (se this report to identify and reclaim dis& space that is asted because of duplicate files# )ists file screening events that have occurred on the server for a specified number of days# (se this report to identify users or applications that violate screening policies# "#portant 7efore you run this report! in the File Server Resource Manager &ptions dialog bo-! on the File Screen Audit tab! verify that the Record file screening activity in auditing database chec& bo- is selected# 2:
Report
/escription
)ists files that belong to specified file groups# (se this report to identify file group usage patterns and to identify file groups that occupy large amounts of dis& space# $his can help you determine hich file screens to configure on the server# )ists files! grouped by users ho o n them# (se this report to analy,e usage patterns on the server and to identify users ho use large amounts of dis& space# )ists files that are of a specified si,e or larger# (se this report to identify files that are consuming the most dis& space on the server# $his can help you "uic&ly reclaim large "uantities of dis& space# )ists files that have not been accessed for a specified number of days# $his can help you identify seldom used data that might be archived and removed from the server# )ists files that have been accessed ithin a specified number of days# (se this report to identify fre"uently used data that needs to be highly available# )ists "uotas for hich the "uota usage is higher than a specified percentage# (se this report to identify "uotas ith high usage levels so that appropriate action can be ta&en# ,ote $his report includes "uotas that ere created for volumes and folders in File Server Resource Manager only#
Files by 5 ner
)arge Files
>uota (sage
'o configure t!e default para#eters for storage reports 9# 'n the console tree! right%clic& File Server Resource Manager! and then clic& onfigure &ptions# $he File Server Resource Manager &ptions dialog bo- opens# 2# 5n the Storage Reports tab! under of report that you ant to modify# :# Clic& +dit (ara#eters# @# 4epending on the type of report that you select! different report parameters ill be available for editing# Perform all necessary modifications! and then clic& &. to save them as the default parameters for that type of report# ;# Repeat steps 2 through @ for each type of report that you ant to edit# $o see a list of the default parameters for all reports! clic& Review Reports# $hen clic& lose# <# Clic& &.# $he default parameters are used in the incident reports that are generated automatically during "uota and file screen notifications# Aou can override the default parameters for scheduled reports and reports generated on demand# onfigure default para#eters! select the type
Saving reports
Regardless of ho you generate a report! or hether you choose to vie the report immediately! the report is saved on dis&# 'ncident reports are saved in 4ynamic L$M) /4L$M)0 format# Aou can save scheduled and on%demand reports in 4L$M)! L$M)! MM)! CS6! and te-t formats# Scheduled reports! on%demand reports! and incident reports are saved in separate folders ithin a designated report repository# 7y default! the reports are stored in subdirectories of the 9Syste#drive9?StorageReports? folder# $o change the default report locations! in the File Server Resource Manager &ptions dialog bo-! on the Report -ocations tab! specify here to save each type of storage report#
:# $o select volumes or folders on hich to generate reports: a# (nder Scope! clic& Add# b# 7ro se to the volume or folder that you ant to generate the reports on! select it! and then clic& &. to add the path to the list# c# 3dd as many volumes or folders as you ant to include in the reports# /$o remove a volume or folder! clic& the path! and then clic& Re#ove#0 @# $o specify hich reports to generate: (nder Report data! select each report that you ant to include# 7y default! all reports are generated for a scheduled report tas&# $o see a list of parameters for all the selected reports! clic& Review Selected Reports# $hen clic& lose# $o edit the parameters of a report: a# Clic& the report label! and then clic& +dit (ara#eters# b# 'n the Report (ara#eters dialog bo-! edit the parameters as needed! and then clic& &.# ;# $o specify the formats for saving the reports: (nder Report for#ats! select one or more formats for the scheduled reports# 7y default! reports are generated in 4ynamic L$M) /4L$M)0# <# $o deliver copies of the reports to administrators by e%mail: 5n the /elivery tab! select the Send reports to t!e following ad#inistrators chec& bo-! and then enter the names of the administrative accounts that ill receive reports# (se the format account@domain! and use semicolons to separate multiple accounts# =# $o schedule the reports: 5n the Sc!edule tab! clic& reate Sc!edule! and then in the Sc!edule dialog bo-! clic& ,ew# $his displays a default schedule set for ?:00 3#M# daily! but you can modify the default schedule# *hen you have finished configuring the schedule! clic& &.# 8# $o save the report tas&! clic& &.# ,ote $o minimi,e the impact of report processing on server performance! generate multiple reports on the same schedule so that the data is only gathered once# $o "uic&ly add reports to e-isting report tas&s! under Storage Reports Manage#ent! clic& Add or Re#ove Reports for a Report 'as) in the Actions pane# $his action allo s you to add or remove reports from all e-isting report tas&s and to edit the report parameters# $o change schedules or delivery addresses! you must edit individual report tas&s#
*hen you generate reports on demand! the reports are saved in the report repository! but no report tas& is created for later use# Aou can optionally vie the reports immediately after they are generated or e%mail the reports to a group of administrators# 'o generate reports on de#and 9# Clic& the Storage Reports Manage#ent node# 2# Right%clic& Storage Reports Manage#ent! and then clic& Generate Reports ,ow /or clic& Generate Reports ,ow in the Actions pane0# $his opens the Storage Reports 'as) (roperties dialog bo-# :# $o select volumes or folders on hich to generate reports: a# (nder Scope! clic& Add# b# 7ro se to the volume or folder on hich you ant to generate the reports! select it! and then clic& &. to add the path to the list# c# 3dd as many volumes or folders as you ant to include in the reports# /$o remove a volume or folder! clic& the path! and then clic& Re#ove#0 @# $o specify hich reports to generate: (nder Report data! select each report that you ant to include# $o edit the parameters of a report: a# Clic& the report label! and then clic& +dit (ara#eters# b# 'n the Report (ara#eters dialog bo-! edit the parameters as needed! and then clic& &.# $o see a list of parameters for all the selected reports! clic& Review Selected Reports# $hen clic& lose# ;# $o specify the formats for saving the reports: (nder Report for#ats! select one or more formats for the scheduled reports# 7y default! reports are generated in 4ynamic L$M) /4L$M)0# <# $o deliver copies of the reports to administrators by e%mail: 5n the /elivery tab! select the Send reports to t!e following ad#inistrators chec& bo-! and then enter the names of the administrative accounts that ill receive reports# (se the format account@domain! and use semicolons to separate multiple accounts# =# $o gather the data and generate the reports! clic& &.# $his opens the Generate Storage Reports dialog bo-# 8# Select ho you ant to generate the on%demand reports: 'f you ant to vie the reports immediately after they are generated! clic& Wait for reports to be generated and t!en display t!e## 1ach report opens in its o n indo # $o vie the reports later! clic& Generate reports in t!e bac)ground# 7oth options save and! if you enabled delivery by e%mail! send the reports to administrators in the formats that you selected# 2=
,ote 'f you choose to open the reports immediately! you must ait hile the reports are generated# Processing time varies! depending on the types of reports and the scope of the data#
"#portant $o successfully perform some of the test scenarios presented in this guide! you must first configure the general File Server Resource Manager options! including e%mail notification parameters# For more information! see NConfiguring File Server Resource ManagerN in (sing File Server Resource Manager earlier in this guide# "n t!is section% >uota Management Scenarios File Screening Management Scenarios Storage Reports Management Scenarios Clustering Scenarios $emplate 1-port and 'mport Scenarios
'esting *uotas
*e recommend using the follo ing t o scenarios to familiari,e yourself ith some of the "uota tas&s in File Server Resource Manager#
2?
'est setup%
Create a soft "uota on one of the volumes in your server /for e-ample! 4:O or 1:O0 using the follo ing parameters: *uota pat!% volume root directory Space li#it% total volume capacity *uota type% soft "uota ,otification t!res!olds% Warning 8@009:% send e%mail to administrator! send arning to the event log Warning 8859:% send e%mail to administrator! send arning to the event log Warning 8809:% send e%mail to administrator Warning 8509:% send e%mail to administrator
6erification%
6erify that it is still possible to save files to the volume# Copy or generate enough data in the volume to e-ceed any of the notification thresholds and then verify that the notifications that you selected have been created and received# ,ote $o generate large files! you can use the fsutil command ith the follo ing parameters: fsutil file createnew PfileQnameR <fileQsi,eR! here file_name is the path and name of the file that you ant to create and file_si e is the si,e of the file in bytes# For e-ample: fsutil file createnew D:\bigfile.txt 1024000# $his ill create a file called bigfile#t-t on the root directory of volume 4! ith an appro-imate si,e of 9 megabyte /M70#
'est setup%
(sing the Monitor 500 M4 S!are "uota template! create a "uota on a shared folder on your server /for e-ample: 1:OScratch0# For more information about ho to create a "uota from a template! see *or&ing ith >uotas earlier in this guide#
:0
6erification%
Copy or generate enough data in the shared folder to e-ceed any of the notification thresholds and then verify that the selected notifications have been created and received#
'est setup%
Create a folder called (sers on the root directory of a volume# (nder this folder! create subfolders! one for each user# For e-ample: 4:O(sersO(ser09 4:O(sersO(ser02 4:O(sersO(ser0: S S S 4:O(sersO(ser90 *hen you have finished creating all of the (sers subfolders! create an auto apply "uota on the (sers folder! using the @00 M4 -i#it template# For more information about ho to create an auto apply "uota! see NCreating an 3uto 3pply >uotaN in *or&ing ith >uotas earlier in this guide#
6erification%
(nder *uotas! clic& Refres! in the Actions pane# 'n the Results pane! verify that an individual "uota as automatically generated for each subfolder in the (sers folder# 'n the Results pane! verify that the auto apply "uota template is lin&ed to the (sers /parent0 folder# Create a ne subfolder in the (sers folder /for e-ample: 4:O(sersO(ser990 and verify that a ne individual "uota is automatically generated for the ne subfolder# /$o see the ne "uota! under *uotas! clic& Refres!#0 1dit the auto apply "uota that you +ust created and select to derive properties from a different "uota template /for e-ample! the 200 M4 -i#it Reports to $ser template0# Choose :9
to apply the auto apply "uota changes to all derived "uotas# $hen! under *uotas! verify that all of the individual "uotas for the (sers subfolders have no been updated ith the properties of the ne "uota template#
'est setup%
Create several shared folders on the root directory of a volume in your server! for e-ample: 1:O3ccounting /shared as: OO"er#er_nameO3ccounting0 1:OFinance /shared as: OO"er#er_nameOFinance0 1:OMar&eting /shared as: OO"er#er_nameOMar&eting0 1:OPayroll /shared as: OO"er#er_nameOPayroll0 1:OSales /shared as: OO"er#er_nameOSales0 *hen you have finished creating the folders and their shares! create an auto apply "uota on the volume root /in this e-ample! on 1:O0! using the @00 M4 -i#it template# For more information about ho to create an auto "uota! see NCreating an 3uto 3pply >uotaN in *or&ing ith >uotas earlier in this guide#
6erification%
(nder *uotas! in the Results pane! verify that an individual "uota as automatically generated for each of the folders in the volume and that a shared path is listed for it# From a different server in the net or&! access any of the shared folders that you created! and copy or generate enough data in that shared folder to e-ceed the 900 M7 limit# 6erify that the "uota limit is enforced on the shared folder#
Scenario @%
File Server Resource Manager has several default templates that can be easily modified to create templates that are more appropriate for your server environment#
'est setup%
(nder *uota 'e#plates! clic& reate *uota 'e#plate in the Actions pane and copy the properties from the @00 M4 -i#it template# $hen modify the follo ing parameters: :2
'e#plate na#e% ;0 M7 )imit Space li#it% ;0 M7 *uota type% soft "uota ,otification t!res!olds% Warning 8@009:% send e%mail to administrator! send arning to the event log Warning 8859:% send e%mail to administrator! send arning to the event log Warning 8509:% send e%mail to administrator template#
*hen you are finished performing these changes! clic& &. to save the ne
6erification%
(nder *uota 'e#plates! in the Results pane! verify that the ne is listed# 50 M4 -i#it template
'est setup%
'f you have not already done so! perform the first scenario for testing auto apply "uotas /Scenario 9: 3uto apply "uotas on user folders0 and the first scenario for testing "uota templates /Scenario 9: Create a ne template from an e-isting template0# *hen you have completed these t o scenarios! under *uotas! edit the auto apply "uota for the (sers folder and select to derive properties from the 50 M4 -i#it template# *hen prompted! choose to apply the auto apply "uota changes to all derived "uotas#
6erification%
(nder *uotas! in the Results pane! verify that all the "uotas created for the subfolders of the (sers folder have no been updated ith the properties of the 50 M4 -i#it template# .e-t! under *uota 'e#plates! select to edit the 50 M4 -i#it template and modify the follo ing properties: Space li#it% 2; M7 *uota type% hard "uota
*hen prompted! select to apply the template changes to all derived "uotas# Finally! under *uotas! verify that all the individual "uotas for the (sers subfolders have no been updated ith the ne 2; M7 "uota limit and that the type of "uota has been set to Nhard#N
::
$esting File Screen $emplates Scenario 9: 3 file screen to monitor e-ecutable and system files saved on a shared folder Scenario 2: (sing a file screen template to update file screens
,ote For more information about File Screening Manage#ent! the different tas&s that are available in this node! and step%by%step procedures! see Screening Files earlier in this guide#
'est setup%
(nder File Groups! clic& the follo ing properties: reate File Group in the Actions pane to create a ne file group ith
File group na#e% Specific Files Files to include% fileQname9#e-e! fileQname2#dll! fileQname:#t-t Files to e2clude% /leave blan&0
:@
6erification%
(nder File Groups! in the Results pane! verify that the ne listed and includes the specific files# Specific Files file group is
'est setup%
'f you have not already done so! perform the first scenario for testing auto apply "uotas /see NScenario 9: 3uto apply "uotas on user foldersN in >uota Management Scenarios earlier in this guide0# *hen you have completed this scenario and have created all of the user folders! create a file screen on the parent (sers folder! using the 4loc) +2ecutable Files template# For more information about ho to create a file screen based on a file screen template! see NCreating a File ScreenN in Screening Files earlier in this guide#
6erification%
(nder File Screens! in the Results pane! verify that the ne folder is listed# file screen for the (sers
6erify that you cannot save a file in the parent (sers folder ith any of the e-tensions included in the +2ecutable Files file group /for e-ample! #e-e! #cmd! #bat! and so on0# 6erify that you cannot save the same type of files in any of the user folders /for e-ample! in: 4:O(sersO(ser090# Create a ne subfolder inside a user folder /for e-ample: 4:O(sersO(ser09O$emp0 and verify that you cannot save the same type of files in the ne ly created subfolder#
'est setup%
'f you have not already done so! perform the first scenario for testing file screens /see Scenario 9: File screens on user folders earlier in this guide0# :;
*hen you have completed this scenario! apply a file screen e-ception on one of the user folders /for e-ample: 4:O(sersO(ser020 by selecting the +2ecutable Files file group to be e-cluded from screening# For more information about ho to create a file screen e-ception! see NCreating a File Screen 1-ceptionN in Screening Files earlier in this guide#
6erification%
(nder File Screens! in the Results pane! verify that the ne listed for the specific user folder that you selected# file screen e-ception is
6erify that you can no save files in this folder ith any of the e-tensions included in the +2ecutable Files file group /for e-ample! #e-e! #cmd! #bat! and so on0# 6erify that you still cannot save a file in the (sers folder /the parent folder of the one you selected for the file screen e-ception0 ith any of the e-tensions included in the +2ecutable Files file group#
Scenario @% A file screen to #onitor e2ecutable and syste# files saved on a s!ared folder
File screens can also be used to generate notifications hen specific types of files are saved on a volume or on a folder! ithout bloc&ing the user from saving them#
'est setup%
(sing the Monitor +2ecutable and Syste# Files template! create a file screen on a shared folder on your server /for e-ample! 1:OScratch0# For more information about ho to create a file screen based on a file screen template! see NCreating a File ScreenN in Screening Files earlier in this guide#
6erification%
Copy or generate a file in the shared folder! ith any of the e-tensions included in the +2ecutable Files file group /for e-ample! #e-e! #cmd! #bat! and so on0 and then verify that the selected notifications have been created and received# Copy or generate a file in the shared folder! ith any of the e-tensions included in the Syste# Files file group /for e-ample! #dll! #sys! #v-d! and so on0 and then verify that the selected notifications have been created and received#
:<
'est setup%
'f you have not already done so! perform the first scenario for testing file screens /see Scenario 9: File screens on user folders earlier in this guide0# *hen you have completed this scenario! under File Screen 'e#plates! edit the 4loc) +2ecutable Files template and select to also bloc& files in the 4ac)up Files file group# *hen prompted! select to apply the template changes to all derived file screens#
6erification%
(nder File Screens! in the Results pane! verify that the file screen for the (sers folder no includes 4ac)up Files in the list of file groups to bloc&# 6erify that you cannot save a file in the (sers folder or in its subfolders ith any of the e-tensions included in the 4ac)up Files file group /for e-ample! #old! #ba&! #bc&0# (nder File Groups! select to edit the 4ac)up Files group and add the follo ing parameter in Files to e2clude: testQfile#ba& Finally! verify that you can no save a file called testQfile#ba& in the (sers folder and in any of its subfolders#
:=
,ote For more information about Storage Reports Manage#ent! the different tas&s available in this node! and step%by%step procedures! see 8enerating Storage Reports earlier in this guide#
'est setup%
'f you have not already done so! perform any of the scenarios for testing "uotas or auto apply "uotas /see >uota Management Scenarios earlier in this guide0# *hen you are finished applying some "uotas to a volume on your server! under Storage Reports Manage#ent! clic& Sc!edule a ,ew Report 'as) in the Actions pane and create a report tas& ith the follo ing parameters: Scope% the volume in your server here "uotas have been applied /for e-ample! 4:O0 Report data% >uota (sage /clear all other reports0 +dit (ara#eters% Mini#u# 0uota usage% ;0T /if necessary! ad+ust to ensure that the report generates data0 Report for#ats% 4L$M) /elivery% send the report to your e%mail address Sc!edule% clic& reate Sc!edule! and then clic& ,ew Sc!edule 'as)% 5nce Start ti#e% ; to 90 minutes after your current time
6erification
(nder Storage Reports Manage#ent! in the Results pane! verify that the ne report tas& is listed and that the schedule and ne-t run time values are those that you selected# *ait for the scheduled run time and then allo a fe minutes for the report to be generated and for the e%mail to be sent and received# *hen the e%mail has been received! scan through the report information and scroll to the end of the report to see the "uota usage data# :8
'est setup%
'f you have not already done so! perform the first scenario for testing scheduled reports /see Scenario 9: Scheduling a report to monitor "uota usage earlier in this guide0# *hen you have completed this scenario! under Storage Reports Manage#ent! clic& Add or Re#ove Reports for a Report 'as) in the Actions pane# 1dit the parameters of the )arge Files report to include files ith a minimum file si,e of 20 M7! and then add this report to the report tas& you created in the previous scenario#
6erification
(nder Storage Reports Manage#ent! in the Results pane! verify that the report tas& no includes the )arge Files report# Right%clic& the report tas& and clic& Run Report 'as) ,ow# *hen as&ed ho you ant to proceed! clic& the Generate reports in t!e bac)ground option! and then clic& &.# *ait a fe minutes for the reports to be generated and for the e%mails to be sent and received# 6erify that you receive t o e%mails: a separate e%mail for each report in the tas&#
'est setup%
(nder Storage Reports Manage#ent! clic& Generate Reports ,ow in the Actions pane and then choose the follo ing parameters: Scope% the volume in your server here the system root folder is located /for e-ample! C:O0 Report data% 4uplicate Files /clear all other reports0 Report for#ats% 4L$M)
*hen as&ed ho you ant to proceed! clic& the Wait for reports to be generated and t!en display t!e# option! and then clic& &.#
:?
6erification
*ait a fe minutes for the report to be generated# *hen completed! it ill open automatically in *indo s 'nternet 1-plorer# 6ie the report information and scroll to the end of the report to see the statistical data#
'est setup%
'f you have not already done so! perform any of the scenarios for testing file screening /see File Screening Management Scenarios earlier in this guide0# Ma&e sure that you generate some file screening activity by attempting to save bloc&ed files# (nder Storage Reports Manage#ent! clic& Generate Reports ,ow in the Actions pane and then choose the follo ing parameters: Scope% the volume in your server here file screens have been applied /for e-ample: 4:O0 Report data% File Screening 3udit /clear all other reports0 +dit (ara#eters% Mini#u# days since file screening event occurred% 0 /,ero0 Report for#ats% L$M)
*hen as&ed ho you ant to proceed! select the Wait for reports to be generated and t!en display t!e# option! and then clic& &.#
6erification
*ait a fe minutes for the report to be generated# *hen completed! it ill open automatically in 'nternet 1-plorer# 6ie listed# the report information and verify that the screening activity that you generated is
@0
lustering Scenarios
$he "uota! file screening! and reporting capabilities in File Server Resource Manager are also available for clustered environments# $here are t o scenarios for testing File Server Resource Manager in a file server failover cluster: Scenario 9: 8lobal configuration Scenario 2: 6olume failover
,ote Aou only need to perform these scenarios if you Manager in a failover cluster# ill be deploying File Server Resource
6erification%
Connect to the other node in the cluster and verify that the changes you made have propagated to this node#
@9
.e-t! fail over that volume to the other cluster node# $o perform a basic test of failover! in Failover luster Manage#ent! right%clic& the clustered file server instance! clic& Move t!is service or application to anot!er node! and clic& the name of the other cluster node# *hen prompted for confirmation! clic& Aes#
6erification%
Connect to the node that no o ns the volume and verify that the "uotas and file screens that you created continue to be enforced#
Aou need a domain account that is a member of the Ad#inistrators group on both computers#
'est setup%
'f you have not already done so! on your local computer! perform the first scenario for testing "uota templates /see NScenario 9: Creating a ne template from an e-isting templateN in >uota Management Scenarios earlier in this guide0# 'n that scenario! you name the ne "uota template 50 M4 -i#it# 5n your local computer! open a command prompt using the Run as ad#inistrator option# Run the follo ing command to e-port the settings for the ne "uota template to the file C:Otest#-ml:
dirquota template export /file:C:\test.xml /template: !0 "# $imit
,ote 'f you do not use the 3te#plate% option to name a "uota template to e-port! settings for all "uota templates in File Server Resource Manager are e-ported#
6erification%
$he command ill report that the template e-ported successfully# 6erify that the file test#-ml as created in C:O# Aou can open test#-ml in *indo s 'nternet 1-plorer to vie the file content#
'est setup%
)og on to the local computer ith a domain account that has administrative credentials on the local and remote computers# 'f you have not already done so! perform the first scenario for testing template e-port and import /see Scenario 9: >uota template e-port earlier in this guide0# 3 "uota template named 50 M4 -i#it must not already e-ist on the remote computer# 5n your local computer! open a command prompt using the Run as ad#inistrator option# Run the follo ing command to import the settings on the remote computer: @:
6erification%
$he command ill report that the template imported successfully# 5n the local computer! run the follo ing command to list all the "uota templates installed on the remote computer:
dirquota template list /remote:%&"'(&
6erify that the 50 M4 -i#it template appears in the command output# 5n the remote computer! open File Server Resource Manager and verify! under *uota 'e#plates! that the 50 M4 -i#it "uota template is listed#
@@