Module 12: Configuring

and Managing Storage

Technologies
Module Overview
• Windows Server 2008 Storage Management Overview

• Managing Storage Using File Server Resource Manager

• Configuring Quota Management

• Implementing File Screening

• Managing Storage Reports

Lesson 1: Windows Server 2008 Storage
Management Overview
• Common Capacity Management Challenges

• Common Storage Management Challenges

• Addressing Capacity and Storage Management Challenges

• What Is File Server Resource Manager?

Common Capacity Management Challenges

Capacity management challenges include:

• Determining existing storage capacity and usage trends

across the organization
• Determining whether usage effectively supports
organizational goals
• Defining and implementing storage policies
• Adjusting the policies as capacity needs grow, and as
organizational needs change
Common Storage Management Challenges

Storage management challenges include:

• Many organizations experience a growth in storage

requirements from 60 to 100 percent per year
• Mission-critical data must be available continuously
• Organizations must comply with the latest
regulatory requirements
• The number of storage-intensive applications on the
market has increased
Addressing Capacity and Storage Management
Challenges

Consider the following to help address capacity and storage

management challenges:

• Analyze how storage is being used

• Define storage resource management policies
• Implement policies to attempt to slow storage growth
• Acquire tools to implement policies
What Is File Server Resource Manager?

FSRM: File Server Resource Manager is a File Services

role that integrates:

Capacity
Monitors usage patterns and
Managem
utilization levels
ent
Policy
Restricts unauthorized files (file
Managem
screening)
ent

Reports
Quota
Provides extensive storage reports
Lesson 2: Managing Storage Using File Server
Resource Manager
• FSRM Functions

• Demonstration: Installing the FSRM Role Service

• FSRM Console Components

• FSRM Configuration Options

• Demonstration: Configuring FSRM Options

FSRM Functions

Using FSRM, you can perform the following tasks:

• Create quotas to limit the space allowed for a volume

or folder
• Have quotas automatically generated
• Create file screens
• Monitor attempts to save unauthorized files
• Define quota and file screening templates
• Generate scheduled or on-demand storage reports
Demonstration: Installing the FSRM Role Service
In this demonstration, you will see how to:
• Install the File Services role

• Install and configure the File Server Resource Manager

Role Service
• View the FSRM console
FSRM Console Components
FSRM Configuration Options

FSRM configuration options include:

• Configuring e-mail notifications

• Configuring the default parameters for
storage reports
• Changing report repository locations
• Configuring file screen audit
Demonstration: Configuring FSRM Options
In this demonstration, you will see how to configure
FSRM options
Lesson 3: Configuring Quota Management
• What Is Quota Management?

• FSRM Quotas vs. NTFS Disk Quotas

• What Are Quota Templates?

• Creating and Modifying a Quota

• Monitoring Quota Usage

• Demonstration: How to Create and Manage Quotas

What Is Quota Management?

Limiting storage space via a hard or soft quota and generating

notifications when the limits are approached
or exceeded

Notification thresholds can be configured to:

• Send e-mail notifications

• Log an event
• Run a command or script
• Generate storage reports
FSRM Quotas vs. NTFS Disk Quotas

Quota NTFS Disk Quotas FSRM Quotas

Features
Quota Per user/per volume By folder or by volume
Tracking
Disk Usage Logical/uncompressed Actual/compressed disk space
Calculation file size
Notification Event logs only E-mail, custom reports,
Mechanisms command execution, event logs
What Are Quota Templates?

A quota template defines:

• A space limit
• The type of quota (hard or soft quota)
• A set of notifications to be generated when the quota
limit is approached

A number of default Quota Templates are provided in the Quota

Management node of FSRM
Creating and Modifying a Quota

When creating a quota, options include:

• Create quota on path

• Auto apply template and create quotas on existing
and new subfolders

Modify a quota by:

• Updating quotas by editing a quota template

• Editing an auto quota
• Updating individual quotas listed in the details pane

Dirquota {Quota | Autoquota | Template | Admin}

Monitoring Quota Usage

You can monitor quota usage by:

• Viewing quota information

Quotas typically have an I/O
• Generating a Quota Usage
performance overhead of 10
report
percent or less
• Creating soft quotas
Demonstration: How to Create and Manage Quotas
In this demonstration, you will see how to:
• Create a new quota template

• Create a new quota based on a quota template

• Generate a quota notification

Lesson 4: Implementing File Screening
• What Is File Screening?

• What Are File Groups?

• What Is a File Screen Exception?

• What Is a File Screen Template?

• Demonstration: Implementing File Screening

What Is File Screening?

Provides a flexible method to control the types of files that are saved
on company servers

The File Screening Management node allows you to:

• Create file screens

• Define file screen templates
• Create file screen exceptions
• Create file groups
What Are File Groups?

Used to define a namespace for a file screen, file screen exception,

or storage report

A file group consists of a set of file name patterns, which are

grouped into:

• Files to include
• Files to exclude
What Is a File Screen Exception?

A file screen exception

overrides any file screen that
would otherwise apply to a
folder and all its subfolders in
a designated exception path
What Is a File Screen Template?

A file screen template defines:

• Which file groups to block

• The type of screening to perform
• A set of notifications to be generated
Demonstration: Implementing File Screening
In this demonstration, you will see how to:
• Create a file screen based on a file screen template

• Create a file screen exception based on a custom file

group
Lesson 5: Managing Storage Reports
• What Are Storage Reports?

• What Is a Report Task?

• Generating On-Demand Reports

What Are Storage Reports?

Storage reports provide information about file usage on a

file server

Types of storage reports include:

• Large Files
• Files by Owner
• Files by File Group
• Duplicate Files
• Least Recently Used Files
• Most Recently Used Files
• Quota Usage
• File Screening Audit
What Is a Report Task?

You can schedule reports by creating a Report Task

A report task specifies:

• The volumes and folders to report on

• Which reports to generate
• What parameters to use
• How often to generate the reports
• Which file formats to save the reports in
Generating On-Demand Reports

Use the Generate

Reports Now action to
open Storage Reports
Task Properties and
select desired reports
Lab: Configuring and Managing Storage Technologies
• Exercise 1: Installing the FSRM Role Service

• Exercise 2: Configuring Storage Quotas

• Exercise 3: Configuring File Screening

• Exercise 4: Generating Storage Reports

Logon information
Virtual machine NYC-DC1, NYC-SVR1

User name Administrator

Password Pa$$w0rd

Estimated time: 60 minutes

Lab Review
• Why did compressing the Users folder result in a quota
usage size reduction? How is this different from NTFS?
• What are some other notification methods that you can
implement when configuring quotas and file screening?
Module Review and Takeaways
• Review Questions

• Tools