File Server Resource Manager

With the increasing demand on storage resources, as organizations rely more heavily on data than ever before, IT administrators face the challenge of overseeing a larger and more complex storage infrastructure, while at the same time, tracking the kind of information available in it. Managing storage resources not only includes data size and availability any more but also the enforcement of company policies and a very good understanding of how existing storage is utilized, allowing for sound strategic planning and proper response to organizational changes.

File Server Resource Manager is a suite of tools that allows administrators to understand, control, and manage the quantity and type of data stored on their servers. By using File Server Resource Manager, administrators can place quotas on folders and volumes, actively screen files, and generate comprehensive storage reports. This set of advanced instruments not only helps the administrator to efficiently monitor existing storage resources but it also aids in the planning and implementation of future policy changes.

  • To install and deploy File Server Resource Manager, see Deploying File Server Resource Manager.

  • Before working with File Server Resource Manager, to configure general notification and reporting options, see Setting File Server Resource Manager Options.

  • To create quotas that set a soft or hard space limit on a volume or folder tree, see Quota Management.

  • To create file screening rules that block files from a volume or a folder tree, see File Screening Management.

  • To generate storage reports that can be used to monitor disk usage patterns, identify duplicate files and dormant files, track quota usage, and audit file screening, see Storage Reports.

  • For problem-solving instructions, see Troubleshooting File Server Resource Manager.


Deploying File Server Resource Manager

After you install Windows Server 2003 R2, use Add or Remove Programs in Control Panel to install the File Server Resource Manager component.

To install File Server Resource Manager, you must be logged on under an account that has administrative rights on the local computer and have the installation CD for Windows Server 2003 R2 at hand.

Important

You may need to reboot your server after the installation of File Server Resource Manager has completed. Please plan accordingly.

To install File Server Resource Manager

  1. In Control Panel, click Add or Remove Programs. Then click Add/Remove Windows Components.

  2. From the list of components, in the Windows Components Wizard dialog box, select Management and Monitoring Tools, and click Details.

  3. From the list of subcomponents, select File Server Resource Manager, and then click OK.

  4. Click Next, and after the configuration of the new component has completed, click Finish.

To open the File Server Resource Manager console

The File Server Resource Manager component is administered through a Microsoft Management Console (MMC) snap-in console.

  • On the Start menu, click All Programs, click Administrative Tools, and then click File Server Resource Manager.


Setting File Server Resource Manager Options

The general File Server Resource Manager options can be set in the File Server Resource Manager Options dialog box. These settings will be used throughout the different nodes and some of them can be modified when configuring specific actions.

This section covers:

  • Configure E-mail Notifications

  • Configure Storage Reports

  • Configure Report Repositories

  • Configure File Screen Audit


Configure E-mail Notifications

When you create quotas and file screens, you have the option of sending e-mail notifications to users when their quota limit is approaching or after they have attempted to save files that have been blocked. If you want to routinely notify certain administrators of quota and file screening events, you can configure one or more default recipients.

To send these notifications, you must specify the SMTP server to be used for forwarding the e-mail messages.

To configure e-mail options

  1. In the console tree, right-click File Server Resource Manager, and then click Configure options. The File Server Resource Manager Options dialog box opens.

  2. On the E-mail Notifications tab, under SMTP server name or IP address, type the host name or the IP address of the SMTP server that will forward e-mail notifications.

  3. If you want to routinely notify certain administrators of quota or file screening events, under Default administrator recipients, type each e-mail address.

    Use the format account@domain. Use semicolons to separate multiple accounts.

  4. To test your settings, click Send Test E-mail.


Configure Storage Reports

You can configure the default parameters for storage reports. These default parameters are used for the incident reports generated when a quota or file screening event occurs. They are also used for scheduled and on-demand reports, but the default parameters can be changed when defining the specific properties of these.

Important

When you change the default parameters for a type of report, changes affect all incident reports.

To configure the default parameters for storage reports

  1. In the console tree, right-click File Server Resource Manager, and then click Configure options. The File Server Resource Manager Options dialog box opens.

  2. On the Storage Reports tab, under Configure default parameters, select the type of report that you want to modify.

  3. Click Edit Parameters.

  4. Depending on the type of report that you select, different report parameters will be available for editing. Perform all necessary modifications, and then click OK to save them as default parameters for that type of report.

  5. Repeat steps 2 through 4 for all types of reports that you want to edit.

See Also

  • Storage Reports


Configure Report Repositories

You can specify the location where storage reports will be saved on disk. A default path has been defined, but it can be changed if desired. There are three types of reports:

Incident reports
This type of report is automatically generated when a quota or file screening event occurs.
Scheduled reports
This type of report is generated when there is a schedule defined in the Storage Reports node.
On-demand reports
This type of report can be generated manually, in the Storage Reports node.

To change the report repositories locations

  1. In the console tree, right-click File Server Resource Manager, and then click Configure options. The File Server Resource Manager Options dialog box opens.

  2. On the Report Locations tab, type the path or browse to the location where you want the incident, scheduled, and on-demand reports to be saved.

  3. Click OK.

See Also

  • Storage Reports


Configure File Screen Audit

By using File Server Resource Manager, you can record file screening activity in an auditing database. The information saved in this database is used to generate the File Screen Audit Report.

Important

If the Record file screening activity in the auditing database check box is cleared, the File Screen Audit Reports will not contain any information.

To configure file screen audit

  1. In the console tree, right-click File Server Resource Manager, and then click Configure options. The File Server Resource Manager Options dialog box opens.

  2. On the File Screen Audit tab, select the Record file screening activity in the auditing database check box.

  3. Click OK. All file screening activity will now be stored in the auditing database and can be viewed by running a File Screen Audit Report.

See Also

  • Storage Reports


Quota Management

On the Quota Management node of the File Server Resource Manager Microsoft Management Console (MMC) snap-in, you can perform the following tasks:

  • Create quotas to limit the space allowed for a volume or folder and generate notifications when the quota limits are approached or exceeded.

  • Generate auto quotas that apply to all existing folders in a volume or folder, as well as to any new subfolders created in the future.

  • Define quota templates that can be easily applied to new volumes or folders and that can be used across an organization.

For Example:

  • You can place a 200 megabytes (MB) limit on the personal folder of each user on a server, with a notification to you and the user when 180 MB of storage has been exceeded.

  • A flexible 500 MB quota on a group's shared folder can be set. When this storage limit is reached, all users in the group are notified by e-mail that the storage quota has been temporarily extended to 520 MB, so that they can delete unnecessary files and comply with the preset 500 MB quota policy.

  • You can receive a notification when a temporary folder reaches 2 gigabytes (GB) of usage yet not limit that folder's quota because it is necessary for a service running on your server.

This section covers:

  • Create a quota

  • Create a quota template

  • Create an auto quota

  • Edit quota template properties

  • Edit auto quota properties

Note

To set e-mail notifications and certain reporting capabilities, you must first configure the general File Server Resource Manager options.

See Also

  • Setting File Server Resource Manager Options


Create a quota

Quotas can be created from a template or individually. The following procedure describes how to create a quota that is based on a template, which we recommend.

Note

By creating quotas exclusively from templates, you can centrally manage your quotas by updating the templates instead of the individual quotas. Then, you can apply changes to all quotas based on the modified template. This feature simplifies the implementation of storage policy changes by providing one central point where all updates can be made.

To create a quota that is based on a template

  1. In Quota Management, under Quota Templates, select the template on which you will base your new quota. Then, right-click the template, and click Create quota from template. This opens the Create Quota dialog box.

  2. Under Quota path, select or type the path to the folder to which the quota will apply. Note that the quota properties will also apply to all of its subfolders.

  3. To base the quota on a quota template, select the Derive properties from this quota template option, and select the template from the drop-down combo box. Note that each template properties will be displayed under Summary of quota properties.

  4. Click Create.

See Also

  • Create a quota template


Create a quota template

A quota template defines a space limit, the type of quota (hard or soft), and a set of notifications to be generated when the quota limit approaches.

Note

By creating quotas exclusively from templates, you can centrally manage your quotas by updating the templates instead of the individual quotas. This is a feature that simplifies the implementation of storage policy changes by providing one central point where all updates can be made.

To create a quota template

  1. In Quota Management, right-click Quota Templates, and click Create quota template. This opens the Create Quota Template dialog box.

  2. If you want, you can copy the properties of an existing template by selecting it from the drop-down combo box and clicking Copy. These properties can be used as a base for the new template, or you can create an entirely new one.

  3. To identify the new template, enter a template name and an optional quota label.

  4. To configure the space limit for the quota:

    1. Under Limit, specify the amount of space to allow.

    2. Specify the type of quota to impose:

      A hard quota prevents users from saving files after the space limit is reached, and generates notifications when the volume of data reaches each configured threshold.

      A soft quota does not enforce the quota limit, but generates all configured notifications.

    Notification thresholds determine what happens when the quota limit approaches. You can send e-mail notifications, log an event, execute a command or a script, or generate reports. By default, no notifications are generated.

  5. To configure notifications that will be generated when the quota limit is reached, in the Notification thresholds list, highlight the Limit (100%) threshold, and click Edit. This opens the Limit Properties dialog box.

  6. To configure e-mail notifications, set the following options on the E-mail Message tab:

    • Select the Send e-mail to the following administrators check box, and enter the names of the administrative accounts that will receive notifications. Use the format account@domain; use semicolons to separate multiple accounts.

    • To contact the person who saved the file that exceeded the quota threshold, select the Send e-mail to the user who exceeded the threshold check box.

    • Optionally, edit the default subject line and message body that are provided.

      The text that is in brackets inserts variable information about the quota event that caused the notification. For example, the [Source Io Owner] variable inserts the user name of the user or application that wrote the file to disk. Use the Insert Variable button to insert additional variables in the text.

      (You can use the Additional E-mail Headers button to configure additional headers, including “From,” “Cc,” “Blind Cc,” and “Reply-To.”)

  7. To log an error to the event log, on the Event Log tab, select the Send warning to event log check box, and optionally edit the default log entry.

  8. To run a command or script, on the Command tab, select the Run this command or script check box, and type the command or browse to the location where the script is stored. Optionally, enter command arguments, select a working directory for the command or script, or modify the command security setting.

  9. To specify that one or more storage reports be generated automatically, on the Report tab, select the Generate reports check box, and select which reports to generate. You must choose at least one e-mail recipient for the report, either an administrator or the user.

  10. After configuring each type of notification that you want to generate, click OK to save the threshold.

  11. To configure additional notification thresholds, perform these steps:

    1. In the Notification Thresholds area, click Add.

    2. At the top of the Add Threshold dialog box, enter the percentage of the quota limit at which to generate the notifications. The default threshold for the first notification is 85 percent.

    3. Use the E-Mail Message, Event Log, Command, and Reports tabs to configure each type of notification that you want to generate, as you did in steps 6 through 10. Then click OK.

  12. When you complete the quota properties, click OK to save the template.

Important

To send e-mail notifications and to configure the storage reports with parameters appropriate for your server environment, you must first set the general File Server Resource Manager options.

See Also

  • Setting File Server Resource Manager Options
  • Edit quota template properties


Create an auto quota

By using auto quotas, you can assign a quota template to a folder and specify that quotas based on that template be automatically generated and applied to the existing subfolders, as well as to any new subfolders created in the future.

For example, you may define an auto quota for folders that are created on demand, for roaming profile users or for new users. Every time a new folder is created, a new quota entry is automatically generated for that folder, using the template defined in the auto quota profile of its parent folder. These automatically generated quota entries can then be viewed in the results pane, under the Quotas node, as individually created quotas, which can be edited and modified separately.

To create an auto quota

  1. In Quota Management select the Quotas node.

  2. Right-click Quotas and click Create quota or select Create quota from the actions pane. This opens the Create Quota dialog box.

  3. Under quota path select or type the path to the folder to which the auto quota will apply. The auto quota will be applied to all subfolders (current and future) in this folder. Once the path is entered, select the Auto apply template and create quotas on existing and new subfolders option.

  4. Under Derive properties from this quota template select the quota template that you wish to apply. You can review the properties of each quota template in the summary list box.

  5. Click Create.

Note

You can verify all automatically generated quotas by opening the Quotas node. An individual quota for each subfolder will be listed.

See Also

  • Edit auto quota properties


Edit quota template properties

When making changes to a quota template, you have the option of extending those changes to quotas that were created using the original quota template. You can choose to modify only those quotas that still match the original template or all quotas that were derived from the original template, regardless of any modifications made to the quotas since they were created. This feature simplifies the process of updating the properties of quotas by providing one central point where all changes can be made.

Note

If you choose to apply the changes to all quotas that were derived from the original template, you will overwrite any custom quota properties that you may have created.

To edit quota template properties

  1. In Quota Templates, select the template that you want to modify.

  2. Right-click the quota template and click Edit template properties, or select Edit template properties from the actions pane, under Selected Quota Templates. This opens the Quota Template Properties dialog box.

  3. Perform all necessary changes. Optionally, you can copy the properties of a different template and modify them for this one.

  4. When you are finished editing the template properties click OK. This will open the Update Quotas Derived from Template dialog box.

  5. Select the type of update you want to apply:

    • If you have quotas that have been modified since they were created using the original template, and you do not want to change them, select Apply template only to derived quotas that match the original template. This option will update only those quotas that have not been edited and maintain the original template properties.

    • If you want to modify all existing quotas that were created using the original template, select Apply template to all derived quotas.

    • If you want to keep the existing quotas unchanged, select Do not apply template to derived quotas.

  6. Click OK.

See Also

  • Create a quota template


Edit auto quota properties

When making changes to an auto quota, you have the option of extending those changes to existing quotas in the auto quota path. You can choose to modify only those quotas that still match the original auto quota, or all quotas in the auto quota path, regardless of any modifications made to the quotas since they were created. This feature simplifies the process of updating the properties of quotas that were derived from an auto quota by providing one central point where all changes can be made.

Note

If you choose to apply the changes to all quotas in the auto quota path, you will overwrite any custom quota properties that you may have created.

To edit an auto quota

  1. In Quotas, select the quota that you want to modify.

  2. Right-click the Quota entry and click Edit quota properties or select Edit quota properties from the actions pane, under Selected Quotas. This opens the Edit Auto Apply Quota dialog box.

  3. Under Derive properties from this quota template select the new quota template that you want to apply. You can review the properties of each quota template in the summary list box.

  4. Click OK. This will open the Update Quotas Derived from Auto Apply Quota dialog box.

  5. Select the type of update you want to apply:

    • If you have quotas that have been modified since they were automatically generated, and you do not want to change them select Apply auto apply quota only to derived quotas that match the original auto apply quota. This option will update only those quotas in the Auto Apply Quota Path that have not been edited and maintain the original auto apply quota properties.

    • If you want to modify all existing quotas in the Auto Apply Quota Path, select Apply auto apply quota to all derived quotas.

    • If you want to keep the existing quotas unchanged, but make the modified auto quota effective for new folders in the Auto Apply Quota Path, select Do not apply auto apply quota to derived quotas.

  6. Click OK.

See Also

  • Create an auto quota


File Screening Management

On the File Screening Management node of the File Server Resource Manager MMC snap-in, you can perform the following tasks:

  • Create file screens to control the types of files that users can save and to send notifications when users attempt to save blocked files.

  • Define file screening templates that can be easily applied to new volumes or folders and that can be used across an organization.

  • Create file screening exceptions that extend the flexibility of the file screening rules.

For example:

  • You could ensure that no music files are stored on personal folders on a server, yet you could allow storage of specific types of media files that support legal rights management or comply with company policies. In the same scenario, you may want to give a vice president in the company special privileges to store any type of files in his personal folder.

  • A screening process could be implemented to notify you by e-mail when an executable file is stored on a shared folder, with information including the user that stored the file and the exact location of the file, so that the appropriate precautionary steps can be taken.

This section covers:

  • Define file groups for screening

  • Create a file screen

  • Create a file screen exception

  • Create a file screen template

  • Edit file screen template properties

Note

To set e-mail notifications and certain reporting capabilities, you must first configure the general File Server Resource Manager options.

See Also

  • Setting File Server Resource Manager Options


Define file groups for screening

A file group is used to define a namespace for a file screen, file screen exception, or storage report. It consists of a set of file name patterns, which are grouped into files to include and files to exclude:

  • Files to include: files that belong in the group.

  • Files to exclude: files that do not belong in the group.

Note

For convenience, you can maintain file groups while you edit the properties of file screens, file screen exceptions, and file screen templates. Any file group changes that you make from these property sheets are not limited to the current item that you are working on.

To create a file group

  1. In File Screen Management, right-click File Groups, and then click Create file group.

    -Or-

    While you edit the properties of a file screen, file screen exception, or file screen template, under Manage file groups, click Create. This opens the Create File Group Properties dialog box.

  2. Type a name for the file group.

  3. Add files to include and files to exclude:

    • For each set of files that you want to include in the file group, in the Files to include box, enter a file name pattern, and click Add.

      Standard wildcard rules apply. For example, *.exe selects all executable files.

    • For each set of files that you want to exclude from the file group, in Files to exclude, add exclusions in the same way.

  4. Click OK.


Create a file screen

When creating a new file screen, you can choose to save a file screen template based on the custom file screen properties that you define. The advantage of this is that a link is maintained between file screens and the template used to create them, so that in the future, changes to the template can be applied to all file screens that derive from it. This is a feature that simplifies the implementation of storage policy changes by providing one central point where all updates can be made.

To create a file screen

  1. In File Screening Management, right-click File Screens, and then click Create file screen. This opens the Create File Screen dialog box.

  2. Under File screen path, type or browse to the folder to which the file screen will apply. The file screen will apply to all subfolders of the selected folder.

  3. Under How do you want to configure file screen properties, select the Define custom file screen properties option, and then click Custom Properties. This opens the File Screen Properties dialog box.

  4. If you want to copy properties from an existing template, select the template that you want to use, and click Copy. You can edit the properties for the new file screen.

  5. Under Screening type, select the type of screening to apply:

    • Active screening prevents users from saving files that are members of blocked file groups, and generates notifications when users try to save blocked files. (The file screen does not prevent users and applications from accessing files that were saved to the path before the file screen was created, regardless of whether the files are members of blocked file groups.)

    • Passive screening sends notifications, but does not prevent users from saving blocked files.

    To specify which files to screen, under File Groups, select each file group that you want to include. (To select the check box for the file group, click the file group label twice.)

    If you want to view the members and nonmembers of a file group, highlight the file group, and click Edit.

  6. To configure e-mail notifications for the file screen, set the following options on the E-mail Message tab:

    • To notify administrators when a user or application attempts to save an unauthorized file, select Send e-mail to the following administrators, and enter the administrative accounts that will receive notifications. Use the format account@domain; use semicolons to separate multiple accounts.

    • To send a notice to the user who attempted to save an unauthorized file, select Send e-mail to the user who attempted to save an unauthorized file.

    • Optionally, edit the default subject line and message body.The text that is in brackets inserts variable information about the file screen event that caused the notification. For example, the [Source I/O Owner] variable inserts the user name of the user or application that attempted to write the file to disk. To insert additional variables in the text, click Insert Variable.

  7. If you want to log an error to the event log when a user tries to save a blocked file, on the Event Log tab, select the Send warning to event log check box, and, optionally, edit the default log entry.

    In addition, you can set options on the Command tab, to run a command or script when a user attempts a file screen violation, and set options on the Report tab, to specify one or more storage reports to be generated automatically.

  8. When all file screen properties are complete, click Create to save the file screen.

    You will be asked if you want to save a file screen template based on the custom file screen properties you just defined. If you will use the current settings in other file screens, it is recommended that you save a template. The template will be applied to the new file screen. This will enable you to later update the file screen automatically when you update the template.

  9. To save a template when you create the file screen, select Save the custom properties as a template, enter a name for the template, and click OK.

    -Or-

    If you do not want to save a template, select Save the custom file screen without creating a template, and click OK.

See Also

  • Define file groups for screening
  • Edit file screen template properties


Create a file screen exception

Occasionally, you will need to be able to allow exceptions to file screening. For example, you might want to block video files from a file server, but you need to allow your training group to save the video files for their computer-based training. To allow files that other file screens are blocking, create a file screen exception.

A file screen exception is a special type of file screen that overrides any file screening that would otherwise apply to a folder, and all its subfolders, in a designated exception path. That is, it creates an exception to any rules derived from a parent folder.

Note

You cannot create a file screen exception on a folder for which you already have a file screen. You must assign the exception to a subfolder or make changes to the existing file screen.

To determine which file types will be allowed with the file screen exception, file groups are assigned.

To create a file screen exception

  1. In File Screening Management, right-click File Screens, and then click Create file screen exception. This opens the Create File Screen Exception dialog box.

  2. Under Exception path, type or select the path to which the exception will apply. The exception will apply to the folder and all of its subfolders.

  3. To determine which files to exclude from file screening, in File groups, select each file group that you want to include in the file screen exception.

    If you want to view the members and non-members of a file group, highlight the file group, and click Edit.

  4. Click OK.

See Also

  • Define file groups for screening


Create a file screen template

A file screen template defines a group of file groups to block, the type of screening to perform (active or passive) and a set of notifications to be generated.

Note

By creating file screens exclusively from templates, you can centrally manage your file screens by updating the templates instead of the individual file screens. When you make changes to a template, you can choose to apply those changes to all file screens that are based on that template or only to those file screens whose properties match those in the template. This feature simplifies the implementation of storage policy changes, by providing one central point where all updates can be made.

To create a file screen template

  1. In File Screening Management, right-click File Screen Templates, and then click Create file screen template. This opens the Create File Screen Template dialog box.

  2. To identify the new template, enter a template name.

  3. Specify the screening type:

    An Active Screening will completely block users from saving unauthorized files.

    A Passive Screening will allow users to save unauthorized files, but will generate the notifications defined for this template.

  4. Select the file groups to block. You can also choose to create new file groups or edit existing ones.

  5. To configure e-mail notifications, set the following options on the E-mail Message tab:

    • Select the Send e-mail to the following administrators check box, and type the names of the administrative accounts that will receive notifications. Use the format account@domain; use semicolons to separate multiple accounts.

    • To contact the person who saved the file, select the Send e-mail to the user who attempted to save an unauthorized file check box.

    • Optionally, edit the default subject line and message body that are provided.

      The text that is in brackets inserts variable information about the quota event that caused the notification. For example, the [Source Io Owner] variable inserts the user name of the user or application that wrote the file to disk. To insert additional variables in the text, click Insert Variable.

      (To configure additional headers, click Additional E-mail Headers)

  6. To log an error to the event log, on the Event Log tab, select the Send warning to event log check box, and optionally edit the default log entry.

  7. To run a command or script when a screening event occurs, on the Command tab, select the Run this command or script check box, and type the command or browse to the location where the script is stored. Optionally, enter command arguments, select a working directory for the command or script, or modify the command security setting.

  8. To specify that one or more storage reports be generated automatically, on the Report tab, select the Generate reports check box, and select which reports to generate. You must choose at least one e-mail recipient for the report, either an administrator or the user.

  9. Click OK.

Important

To send e-mail notifications and to configure the storage reports with parameters appropriate for your server environment, you must first set the general File Server Resource Manager options.

See Also

  • Setting File Server Resource Manager Options
  • Edit file screen template properties


Edit file screen template properties

When making changes to a file screen template, you have the option of extending those changes to file screens that were created using the original file screen template. You can choose to modify only those file screens that still match the original template, or all file screens that derive from the original template, regardless of any modifications done to them since they were created. This feature simplifies the process of updating the properties of file screens, by providing one central point where all changes can be made.

Note

If you choose to apply the changes to all file screens that derive from the original template, you will overwrite any custom file screen properties that you may have created.

To edit file screen template properties

  1. In File Screen Templates, select the template that you want to modify.

  2. Right-click the file screen template and click Edit template properties, or select Edit template properties from the actions pane, under Selected File Screen Templates. This opens the File Screen Template Properties dialog box.

  3. Perform all necessary changes. Optionally, you can copy the properties of a different template and modify them for this one.

  4. Once you are done editing the template properties, click OK. This will open the Update File Screens Derived from Template dialog box.

  5. Select the type of update you want to apply:

    • If you have file screens that have been modified since they were created using the original template, and you do not want to change them, select Apply template only to derived file screens that match the original template. This option will update only those file screens that have not been edited and maintain the original template properties.

    • If you want to modify all existing file screens that were created using the original template, select Apply template to all derived file screens.

    • If you want to keep the existing file screens unchanged, select Do not apply template to derived file screens.

  6. Click OK.

See Also

  • Create a file screen template


Storage Reports

On the Storage Reports node of the File Server Resource Manager MMC snap-in, you can perform the following tasks:

  • Schedule periodic storage reports that allow you to identify trends in disk usage.

  • Monitor attempts to save unauthorized files for all users or a selected group of users.

  • Generate storage reports instantly.

For example:

  • You can schedule a report that will run every Sunday at midnight, generating a list that includes the most recently used files of the previous two days. With this information, you can monitor weekend storage activity and plan server downtime that will have less impact on those users that connect from home over the weekend.

  • A report can be run, at any given time, to identify all duplicate files in a volume on a server, so disk space can be quickly reclaimed without losing any data.

  • You can run a File by File Group report, to identify how storage resources are segmented across different file groups; or a File by Owner report, to analyze how individual users are using shared storage resources.

This section covers:

  • Schedule a set of reports

  • Generate reports on demand

Note

To set e-mail notifications and certain reporting capabilities, you must first configure the general File Server Resource Manager options.

See Also

  • Setting File Server Resource Manager Options


Schedule a set of reports

To generate a set of reports on a regular schedule, you schedule a report task. The report task specifies which reports to generate and what parameters to use; which volumes and folders to report on; how often to generate the reports; and which file formats to save them in.

Note

To minimize the impact of report processing on performance, generate multiple reports on the same schedule so that the data is only gathered once. To quickly add reports to existing report tasks, you can use the Add/remove reports from report task action. That action allows you to add or remove reports from multiple report tasks, and to edit the report parameters. To change schedules or delivery addresses, you must edit individual report tasks.

To schedule a report task

  1. Right-click the Scheduled Report Tasks node, and click Schedule a new report task. This opens the Storage Reports Task Properties dialog box.

  2. To select a volume or folder on which to report:

    1. In Scope, click Add.

    2. Browse to the volume or folder that you want to report on, and click OK.

    This adds the selected volume or folder to the list. Add as many paths as you want to include.

  3. In Report data, select each report that you want to generate. (By default, all reports are generated for a scheduled report task.)

  4. To edit the parameters of a report:

    1. Highlight the report label, and click Edit Parameters.

    2. In the Report Parameters dialog box, edit the parameters as needed, and click OK.

  5. If you want to deliver copies of the reports to administrators by e-mail, on the Delivery tab, click E-mail report to administrators, and enter each e-mail account. Use the format account@domain; use semicolons to separate multiple accounts.

  6. To schedule the reports, on the Schedule tab, click Create Schedule. Then, in the Schedule dialog box, click New.

    This opens the Schedule dialog box, with a default schedule set for 9:00 A.M. daily, starting on the next day.

  7. To change the default schedule:

    1. Under Schedule Task, select the interval at which to generate the report.

      You can schedule daily, weekly, or monthly reports, or generate the reports only once.

    2. In the options below this field, enter additional information, as needed, to determine when the reports will be generated.

      These options change based on the interval that you choose. For example, for a weekly report, you can specify how many weeks between reports and which days of the week to generate reports on.

    3. Under Start time, enter the time of day when you want to generate the report.

    4. To save the schedule, click OK.

  8. To save the report task, click OK.

The report task is added to the results pane for Scheduled Report Tasks. Tasks are identified by the reports to be generated, the namespace to be reported on, and report schedule.

In addition, you can view the current status of the report (whether or not the report is running), the last run time and the result of that run, and the next scheduled run time.


Generate reports on demand

During daily operations, you may want to generate reports on demand to analyze different aspects of current disk usage on the server. Use the Generate reports now action to generate one or more reports. Before the reports are generated, current data is gathered.

When you generate reports on demand, the reports are saved in the reports repository, but no report task is created for later use. You can optionally view the reports immediately when they are complete.

Note

If you choose to open the reports immediately, you must wait while the reports are generated. Processing time varies, depending on the types of reports and the scope of the data.

To generate reports immediately

  1. Right-click the Scheduled Report Tasks node, and click Generate reports now. This opens the Storage Reports Task Properties dialog box.

  2. In Scope, add each volume or folder that you want to report on.

  3. In Report data, select and format each report that you want to include:

    1. To add a report to the task, select the check box for the report.

    2. To edit the parameters of a report, highlight the report label and click Edit Parameters. When you finish editing the parameters, click OK.

  4. In Report format, select each file format that you want to save the report in.

  5. To deliver the reports by e-mail, on the Delivery tab, select the E-mail report to the following administrators check box. Then, enter each e-mail address that you want the report delivered to. Use the format account@domain; use semicolons to separate multiple accounts.

  6. To gather the data and generate the reports, click OK.

  7. In the dialog box that opens, choose whether to open the reports when they are complete or generate the reports in the background, in which case the reports are not displayed.

    Both options save the reports in the formats that you selected. If you choose to open the reports after they are generated, each report opens in its own Internet Explorer window.


Troubleshooting File Server Resource Manager

This section lists a few common issues you may encounter when using File Server Resource Manager.

What problem are you having?

  • I am not receiving any e-mail notifications

  • I am only receiving one e-mail notification, even though the event that caused it happened several times in a row

  • My storage reports keep failing and no or little information is available in the Event Log regarding the source of the failure

  • My File Audit reports do not contain any information

  • The "Used" and "Available" values for some of the quotas I have created do not correspond to the actual "Limit" setting

Note

A good troubleshooting option is to look for event logs generated by File Server Resource Manager. All event log entries for File Server Resource Manager can be found in the Application event log under the source: SRMSVC.
I am not receiving any e-mail notifications.

Cause:

The e-mail options have not been configured or have been configured incorrectly.

Solution:

Verify that the SMTP server and e-mail settings in the File Server Resource Manager options have been specified and are valid. Send a test e-mail to confirm that the information is correct and that the SMTP server used to send the notifications is working properly. For more information see Configure E-mail Notifications.

I am only receiving one e-mail notification, even though the event that triggered that notification happened several times in a row.

Cause:

When a user attempts several times to save a blocked file, or a file that exceeds a quota limit, and there is an e-mail notification configured for that file screening or quota event, then only one e-mail will be sent to the administrator for a period of 60 minutes. This prevents over-flooding of messages in the administrator's e-mail account.

Solution:

This is a feature of File Server Resource Manager.

My storage reports keep failing and no or little information is available in the Event Log regarding the source of the failure.

Cause:

The volume where the reports are being saved may be corrupted.

Solution:

Run chkdsk on the volume and try generating reports again.

My File Audit reports do not contain any information.

Cause:

The auditing database is empty (that is, no file screening activity has been reported) or the File Screen Audit properties have not been configured.

Solution:

In the File Server Resource Manager Options dialog box, on the File Screen Audit tab, verify that the Record file screening activity in the auditing database check box is selected. For more information, see Configure File Screen Audit.

The "Used" and "Available" values for some of the quotas I have created do not correspond to the actual "Limit" setting.

Cause:

You may have a nested quota, where the quota that applies to a folder will be a more restrictive quota that derives from one of its parent folders.

Solution:

Under Quota Management, go to Quota, and then select the quota entry that you are troubleshooting. Click View quotas affecting folder on the actions pane, and look for quotas applied to parent folders. This will allow you to identify which quotas have restrictive settings on the quota you have selected (that is, which parent folder quotas have a lower storage limit setting).


Adding and Editing Thresholds

Notification thresholds determine what happens when the quota limit is approached by a user or process. You can send e-mail notifications, log an event, execute a command or a script, or generate reports. By default, no notifications are generated.

  • E-mail Message Tab

  • Event Log Tab

  • Command Tab

  • Report Tab

E-mail Message Tab

Generate notifications when usage reaches %
Lists the quota percentage level of usage for the volume or folder.
Send e-mail to the following administrators
Specifies whether to send an e-mail notification when the threshold is reached. Enter the e-mail addresses of the administrators that should receive e-mail notifications.
Send e-mail to the user who exceeded the threshold
Specifies whether to send an e-mail to the account that the user was logged into at the time the threshold was reached.
Subject
Provides a space for you to write the subject of the e-mail that is automatically sent.
Message body
Provides a space for you to write the message body of the e-mail that is automatically sent.
Select variable to insert in your text
Lists the available variables to insert into either the subject or message body.
Insert Variable
Click to insert the displayed variable in either the subject or message body where the cursor rests.
Additional E-mail Headers
Opens the Additional E-mail Headers dialog box, which allows you to enter additional e-mail addresses and other e-mail options.

Event Log Tab

Send warning to event log
Specifies whether a warning is sent to the event log when the threshold is reached.
Log entry
Provides a space for you to write the text of the event log entry.
Select variable to insert in your text
Lists the available variables to insert into the event log text.
Insert Variable
Click to insert the displayed variable in the event log text.

Command Tab

Run this command or script
Specifies whether a command or script is run when the threshold is reached. Type the path of the command or script. Or, click Browse to search for the path.
Command settings
Provides a space for you to type the arguments for the command.
Working directory
Click to open the Command Working Directory dialog box, which allows you to specify the directory in which the command should run.
Command security
Specifies the security level at which to run the command.

Report Tab

Generate reports
Specifies whether a report should be generated when the threshold is reached
Select reports to generate
Lists the available reports to generate.
Review Selected Reports
Opens the Review Selected Reports dialog box, which summarizes the report parameters and values.
Send reports to the following administrators
Specifies whether to send reports via e-mail when the threshold is reached. Enter the e-mail addresses of the administrators that should receive the reports.
Send reports to the user who exceeded the threshold
Specifies whether to send the report via e-mail to the account that the user was logged into at the time the threshold was reached.

See Also

  • Create a quota
  • Configure E-mail Notifications
  • Create a quota template


Creating and Editing File Groups

File groups define a namespace for a file screen, file screen exception, or storage report.

Settings

File group name
Enter a file group name. Every file group must have a file group name.
Member files
To select a set of files, type a file name pattern, and click Add.
Non-member files
To select a set of files, type a file name pattern, and click Add.

See Also

  • Define file groups for screening
  • Create a file screen exception
  • Create a file screen


Creating and Editing Auto Quotas

Auto quotas allow you to assign a quota template to a folder and have quotas based on the template be automatically created for the existing subfolders and any subfolders created in the same folder in the future.

Settings

Auto quota path
Provides a space for you to type the auto quota path. Or, click Browse to browse for the auto quota path.
Derive properties from this quota template
Specifies that the properties of the new auto quota be copied from an existing quota template. The list box lists the auto quota templates you can derive properties from.
Summary of auto quota properties
Lists a summary of properties for this auto quota.
Create
Click Create to complete the auto quota creation process.

See Also

  • Create an auto quota
  • Edit auto quota properties
  • Edit quota template properties


Add/remove reports from report tasks

You can add reports to an existing reports task, which can result in significant performance gains, as data need only be generated once for all the reports. In addition, you can remove reports from report tasks without deleting the tasks themselves.

Settings

Tasks
Lists the report tasks that you can assign reports to.
Assigned reports
Lists the reports that are assigned to report tasks. To edit the parameters of a report, highlight the reports label and click Edit Parameters.
Edit parameters
Click to open the Edit Parameters dialog box.

See Also

  • Schedule a set of reports
  • Generate reports on demand


Creating and Editing File Screen Templates

A file screen template defines a file group, the type of file screen (active or passive), and a set of notifications to be generated when a user saves, or attempts to save, an unauthorized file. If you base your file screens on a template, you can automatically update all file screens that are based on a specific template by editing that template.

  • Settings Tab

  • E-mail Message Tab

  • Event Log Tab

  • Command Tab

  • Report Tab

Settings Tab

Template name
Provides a space for you to type the template name.
Active screening
Specifies that users will not be able to save unauthorized files.
Passive screening
Specifies that users will be able to save unauthorized files, but notifications will be generated when they do so.
Select file groups to block
Lists the available file groups to select for blocking.
Create
Opens the Create File Groups Properties dialog box.
Edit
Opens the File Groups Properties dialog box with the properties for the selected file group displayed.

E-mail Message Tab

Send e-mail to the following administrators
Specifies whether to send e-mail when unauthorized files are saved. Enter the e-mail addresses of the administrators that should receive e-mail notifications.
Send e-mail to the user who attempted to save an unauthorized file
Specifies whether to send e-mail to the account that the user was logged into at the time they tried to save the file.
Subject
Provides a space for you to write the subject of the e-mail that is automatically sent.
Message body
Provides a space for you to write the message body of the e-mail that is automatically sent.
Select variable to insert in your text
Lists the available variables to insert into either the subject or message body.
Insert Variable
Click to insert the displayed variable in either the subject or message body where the cursor rests.
Additional E-mail Headers
Opens the Additional E-mail Headers dialog box, which allows you to enter additional e-mail addresses and other e-mail options.

Event Log Tab

Send warning to event log
Specifies whether a warning is sent to the event log when unauthorized files are saved.
Log entry
Provides a space for you to write the text of the event log entry.
Select variable to insert in your text
Lists the available variables to insert into the event log text.
Insert Variable
Click to insert the displayed variable in the event log text.

Command Tab

Run this command or script
Specifies whether the command or script is run when unauthorized files are saved. Type the path of the command or script. Or, click Browse to search for the path.
Command arguments
Provides a space for you to type the arguments for the command.
Working directory
Click to open the Command Working Directory dialog box, which allows you to specify the directory in which the command should run.
Command security
Specifies the security level at which to run the command.

Report Tab

Generate reports
Specifies whether a report should be generated when a user saves an unauthorized file.
Select reports to generate
Lists the available reports to generate.
Review Selected Reports
Opens the Review Selected Reports dialog box, which summarizes the report parameters and values.
Send e-mail to the following administrators
Specifies whether to send a report via e-mail when unauthorized files are saved. Enter the e-mail addresses of the administrators that should receive the reports.
Send reports to the user who attempted to save an unauthorized file
Specifies whether to send the report via e-mail to the account that the user was logged into at the time they tried to save the file.

See Also

  • Create a file screen
  • Create a file screen exception
  • Define file groups for screening


Creating and Editing Quota Templates

A quota template defines a space limit, the type of quota (hard or soft), and a set of notifications to be generated when the quota limit approaches. If you base your quotas on a template, you can automatically update all quotas that are based on a specific template by editing that template.

Settings

Template name
Provides a space for you to type the quota template name.
Label
Specifies that users will not be able to save unauthorized files.
Limit
Specifies that users will be able to save unauthorized files, but notifications will be generated when they do so.
Hard quota
Lists the available file groups to select for blocking.
Soft quota
Opens the Create File Groups Properties dialog box.
Notification thresholds
Opens the File Groups Properties dialog box with the properties for the selected file group displayed. To add a threshold, highlight the label and click Add.

See Also

  • Create a quota template
  • Edit quota template properties


Create Quota

You use the Create Quota dialog box to create new quotas, which allow you to set new limits on the space allowed for a volume or folder and to generate notifications when the quota limits are approached or exceeded. The new quota can be created from a template or by defining custom properties (which opens the Quota Properties dialog box).

Settings

Quota Path
Provides a space for you to type the quota path. Or, click Browse to browse for the quota path.
Derive properties from this quota template (recommended)
Specifies that the properties of the new quota be copied from an existing quota template. The list box lists the quota templates you can derive properties from.
Define custom quota properties
Specifies that you will define custom properties for the quota. Click the Custom Properties button to set the custom properties for the new quota.
Summary of quota properties
Lists a summary of properties for this quota.
Create
Click Create to complete the quota creation process.

See Also

  • Create a quota
  • Create an auto quota
  • Create a quota template


File Screen Properties

File screens allow you to block certain files from being saved on a volume or in a folder tree. A file screen affects all folders in the designated path. You can either create a custom file screen, or derive a new file screen from an existing template. This is recommended, as this simplifies the management of file screens. You can automatically update all file screens that are based on a specific template by editing that template.

  • Settings Tab

  • E-mail Message Tab

  • Event Log Tab

  • Command Tab

  • Report Tab

Settings Tab

File screen path
Provides a space for you to type the path to the file screen. Or, click Browse to search for the file screen path.
Active screening
Specifies that users will not be able to save unauthorized files.
Passive screening
Specifies that users will be able to save unauthorized files, but notifications will be generated when they do so.
Select file groups to block
Lists the available file groups to select for blocking.
Create
Opens the Create File Groups Properties dialog box.
Edit
Opens the File Groups Properties dialog box with the properties for the selected file group displayed.

E-mail Message Tab

Send e-mail to the following administrators
Specifies whether to send e-mail when unauthorized files are saved. Enter the e-mail addresses of the administrators that should receive e-mail notifications.
Send e-mail to the user who attempted to save an unauthorized file
Specifies whether to send e-mail to the account that the user was logged into at the time they tried to save the file.
Subject
Provides a space for you to write the subject of the e-mail that is automatically sent.
Message body
Provides a space for you to write the message body of the e-mail that is automatically sent.
Select variable to insert in your text
Lists the available variables to insert into either the subject or message body.
Insert Variable
Click to insert the displayed variable in either the subject or message body where the cursor rests.
Additional E-mail Headers
Opens the Additional E-mail Headers dialog box, which allows you to enter additional e-mail addresses and other e-mail options.

Event Log Tab

Send warning to event log
Specifies whether a warning is sent to the event log when unauthorized files are saved.
Log entry
Provides a space for you to write the text of the event log entry.
Select variable to insert in your text
Lists the available variables to insert into the event log text.
Insert Variable
Click to insert the displayed variable in the event log text.

Command Tab

Run this command or script
Specifies whether the command or script is run when unauthorized files are saved. Type the path of the command or script. Or, click Browse to search for the path.
Command settings
Provides a space for you to type the arguments for the command.
Working directory
Click to open the Command Working Directory dialog box, which allows you to specify the directory in which the command should run.
Command security
Specifies the security level at which to run the command.

Report Tab

Generate reports:
Specifies whether a report should be generated when a user saves an unauthorized file.
Select reports to generate
Lists the available reports to generate.
Review Selected Reports
Opens the Review Selected Reports dialog box, which summarizes the report parameters and values.
Send e-mail to the following administrators
Specifies whether to send a report via e-mail when unauthorized files are saved. Enter the e-mail addresses of the administrators that should receive the reports.
Send reports to the user who attempted to save an unauthorized file
Specifies whether to send the report via e-mail to the account that the user was logged into at the time they tried to save the file.

See Also

  • Create a file screen
  • Create a file screen exception
  • Define file groups for screening


Storage Reports Task Properties

To generate a set of reports on a regular schedule, you schedule a report task. The report task specifies which reports to generate and what parameters to use; which volumes and folders to report on; how often to generate the reports; and which file formats to save them in.

  • Settings Tab

  • Delivery Tab

  • Schedule Tab

Settings Tab

Select volumes and folders to report on
Lists the available volume or folder on which you can run report tasks. Click Add to add a volume or folder, or Remove to remove one.
Select reports to generate
Lists the reports that can be generated for the scheduled report task.
Edit parameters
Opens the Report Parameters dialog box, which you can use to select report parameters.
Review selected reports
Lists a summary of properties for the selected reports.

Delivery Tab

Send reports to the following administrators
Specifies whether to send reports via e-mail when the threshold is reached. Enter the e-mail addresses of the administrators that should receive the reports.

Schedule Tab

Reports are scheduled for the following times
Summarizes the times that the report is scheduled to run. To edit the schedule, highlight its label and click Edit Schedule.

See Also

  • Schedule a set of reports
  • Generate reports on demand


Quota Properties

Quotas let you limit the space allowed for a volume or folder and generate notifications when the quota limits are approached or exceeded. You can view or edit the properties of a quota with the Quota Properties dialog box.

Settings

Copy properties from quota template
Specifies that the properties of the quota be copied from an existing quota template. The list box lists the quota templates you can derive properties from. Click Copy to copy all properties from the selected quota template.
Quota path
Provides a space for you to type the quota path.
Label
Provides a space for you to type the quota label.
Limit
Provides a space for you to type the quota limit.
Hard quota
Specifies that users will not be allowed to exceed the quota limit.
Soft quota
Specifies that users will be allowed to exceed the quota limit.
Notification thresholds
Summarizes the notification thresholds.
Add
Opens the Add Threshold dialog box.
Edit
Opens the Limit Properties dialog box.

See Also

  • Adding and Editing Thresholds


Creating File Screens

File screens allow you to block certain files from being saved on a volume or in a folder tree. A file screen affects all folders in the designated path. You can either create a custom file screen, or derive a new file screen from an existing template. Deriving file screens from templates is recommended, as this simplifies the management of file screens. You can automatically update all file screens that are based on a specific template by editing that template.

Settings

File screen path
Provides a space for you to type the path for the file screen. Click Browse to search for the file screen path.
Derive properties from this file screen template
Specifies that the properties of the new file screen be copied from an existing file screen template. The list box lists the file screen templates you can derive properties from.
Define custom file screen properties
Specifies that you will define custom properties for the file screen. Click the Custom Properties button to set the custom properties for the new file screen.
Summary of file screen properties
Lists a summary of properties for this file screen.
Create
Click Create to complete the file screen creation process.

See Also

  • Create a file screen
  • Create a file screen exception
  • Define file groups for screening


Using File Server Resource Manager

There are several navigation options in the File Server Resource Manager console. Below are descriptions of the navigation options in the File Server Resource Manager nodes.

  • Quotas

  • Auto_Quotas

  • Quota_Templates

  • File_Screens

  • File Screen Templates

  • File Groups

Quotas

All quotas
Specifies that all quotas be displayed in the results pane, not just ones affecting the selected path.
Quotas affecting path
Specifies that only the quotas affecting the selected path be displayed in the results pane.
Create quota
Opens the Create Quota dialog box. For more information about creating quotas, see Create a quota.
Refresh
Refreshes the console details.
Create template from quota
Opens the Create Quota Template dialog box. For more information about creating quota templates, see Create a quota template.
View quotas affecting folder
Displays only those quotas affecting the same folder as the highlighted quota.
Edit quota properties
Opens the Quota Properties dialog box. For more information about editing quota properties, see Quota Properties.
Delete quotas
Prompts you for confirmation that you want to delete the highlighted quota. If the quota was derived from a template, that template will not be deleted.
Reset peak usage
Eliminates the current peak usage figure so that the peak usage recording is started over.
Enable quotas
Enables the highlighted quota.
Disable quotas
Disables the highlighted quota.

Auto Quotas

Create auto quotas
Opens the Create Auto Quota dialog box. For more information about creating auto quotas, see Create an auto quota.
Edit auto quota
Opens the Edit auto quotas dialog box. For more information about editing auto quotas, see Edit auto quota properties.
Delete auto quotas
Prompts you for confirmation that you want to delete the highlighted auto quota. If the auto quota was derived from an auto quota template, that template will not be deleted.

Quota Templates

Create quota template
Opens the Create Quota Template dialog box. For more information about creating quota templates, see Create a quota template.
Refresh
Refreshes the console details.
Create quota from template
Opens the Create Quota dialog box. For more information about creating quotas, see Create a quota.
Edit template properties
Opens the Quota Template Properties dialog box. For more information about editing quota template properties, see Edit quota template properties.
Rename template
Places the cursor at the beginning of the highlighted quota template so that you can rename it.
Delete templates
Prompts you for confirmation that you want to delete the highlighted quota template. If the template was derived from a quota, that quota will not be deleted.

File Screens

All screens
Specifies that all file screens be displayed in the results pane, not just ones affecting the selected path.
Screens affecting path
Specifies that only the file screens affecting the selected path be displayed in the results pane.
Create file screen
Opens the Create File Screen dialog box. For more information about creating file screens, see Create a file screen.
Create file screen exception
Opens the Create File Screen Exception dialog box. For more information about creating file screen exceptions, see Create a file screen exception.
Refresh
Refreshes the console details.
Create a template from file screen
Opens the Create File Screen Template dialog box. For more information about creating file screen templates, see Create a file screen template.
Edit file screen properties
Opens the File Screen Properties dialog box. For more information about editing file screen properties, see File Screen Properties.
Delete file screens
Prompts you for confirmation that you want to delete the highlighted file screen. If the file screen was derived from a template, that template will not be deleted.

File Screen Templates

Create file screen template
Opens the Create File Screen Template dialog box. For more information about creating file screen properties, see Create a file screen template.
Refresh
Refreshes the console details.
Create file screen from template
Opens the Create File Screen dialog box. For more information about creating file screens, see Create a file screen.
Edit template properties
Opens the File Screen Template Properties dialog box. For more information about editing file screen template properties, see Edit file screen template properties.
Rename template
Places the cursor at the beginning of the highlighted file screen template so that you can rename it.
Delete templates
Prompts you for confirmation that you want to delete the highlighted file screen template. If the file screen template was derived from a file screen, that file screen will not be deleted.

File Groups

Create file group
Opens the Create File Group Properties dialog box. For more information about creating file groups, see Define file groups for screening.
Refresh
Refreshes the console details.
Edit file group properties
Opens the File Group Properties dialog box. For more information about editing file group properties, see Define file groups for screening.
Delete file groups
Prompts you for confirmation that you want to delete the highlighted file group.


File Screen Exceptions

Occasionally, you will need to be able to allow exceptions to file screening. For example, you might want to block video files from the file server, but need to allow your training group to save video files for their computer-based training. To allow files that other file screens are blocking, create a file screen exception.

Note that the exception does not apply to a specific file screen. It overrides any file screening that has been applied to files within a defined namespace.

Settings

Exception path
Provides a space for you to type the path for the file screen exception. Click Browse to search for the file screen exception path.
Select file groups to exclude from screening
Lists the file groups that you can exclude from screening.
Create
Opens the Create File Group Properties dialog box, which allows you to create new file groups.

See Also

  • Create a file screen
  • Create a file screen exception
  • Define file groups for screening