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The Basics of Windows Server 2008 FSRM (File Server Resource Manager)

3osebda 20 Aug 2008 1:11 PM

Overview

FSRM (File Server Resource Manager) is a service of the File Services role in

Windows Server 2008. You can use FSRM to enhance your ability to manageand monitor storage activities on your file server.

The main capabilities of FSRM include:

Folder Quotas

File Screening

Storage Reports

Event Log Integration

E-mail Notifications

Automated Scripts

For example, you can use FSRM to perform the following tasks:

Limit the size of a folder to 2GB and log an event when the Quota limit

is reached.

E-mail an administrator whenever a specific folder reaches 85% of its

specified Quota.

Create a File Screen to prevent users from saving of video/audio files

to a share and send notifications when users attempt to do that.

Schedule and publish a periodic storage reports that shows how much

space is being used by each user.

Generate an instant storage reports to list the largest files on a share.Automatically execute a script when a folder size exceeds 500 MB to

clean up stale data in the folder.

FSRM was introduced with Windows Server 2003 R2, but it remains as one of

those hidden gems in Windows Server that delight people that discover it.

Its also important to note that FSRM fully supports Windows Server 2008

Failover Clustering.

Read along to get all the details and be sure to spread the good news to all

your fellow file server administrators.

How to install FSRM

File Server Resource Manager is one of the role services of the File

Services role.

To install it, open the Server Manager tool on your file server, right-click

the File Server node on the tree and select Add Role Services. The Add

Role Services wizard will start, as shown below:

Basics of Windows Server 2008 FSRM (File Server Resource Ma... http://blogs.technet.com/b/josebda/archive/2008/08/20/the-basics-of-w...

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.

Select the reports you want, click OK to close that window, then click Next

to continue. This last window before the confirmation lets you specify the

folder where the reports are saved and also the e-mail reporting details:

Click "Next", review the confirmation and click Install to finish the wizard.

Keep in mind that you can decide not to add any volumes during this install

phase and add them later, after FSRM is already installed.

File Server Resource Manager MMC

Once the FSRM Role Service is properly configured, you will have an

additional item under the Administrative Tools menu.

Click on Administrative Tools and select File Server Resource Manager to

launch the FSRM MMC (Microsoft Management Console). See the screenshot

below, with all the nodes of the tree expanded:


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.

Quota Management

Quotas help you restrict and/or monitor how much space a folder can use.

FSRM can implement both hard Quotas (that actually prevent the users from

adding more files, as if the disk were full) and soft Quotas (which only

generate events and warnings).

You can see the Quotas in the screen below (Quotas node under Quota

Management):

Note that this is soft Quota we created during the FSRM installation.

To add more Quota restrictions, click on the Create Quota action (on the

Actions pane on the right):


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Quotas are always placed on a folder. You have the choice of basing your

Quota on a template or defining a custom one. FSRM ships with a series of

sample Quota templates that you can adapt to your needs.

If you click on Custom Properties, you can provide many details, as shown

below:

In addition to specifying the space limit (hard or soft), you can also create

different thresholds, with different actions. The sample above sends e-mail

alerts at 85%/95%/100% and logs events at 95%/100%. If you click on the

Add button, you can see the configuration options for each threshold.

You can even choose to execute a command when a threshold is reached,

which is shown on the screen below. If you are skilled with scripting, you can

use this ability to perform a number of sophisticated tasks.


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Instead of specifying custom Quotas folder by folder, you can use standard

FSRM Quota templates or define your own templates.

The screen below shows the default templates and also shows the Create

Quota Template action on the right:

The power of Quota Templates becomes much more obvious when you use

the option to Auto apply template while creating a Quota:


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This option requires that you select a template (not a custom Quota). A

Quota is created based on that template for all folders under the specified

path.

Every time you add another subfolder to that folder, the template is

automatically used to create another Quota for it . This allows you muchsimpler configuration for certain folder structures like web sites, project

folders, etc.

File Screening Management

File Screening helps you restrict and/or monitor which file extensions can be

used on your file server. FSRM can provide both active screening (block file

with certain extensions) or passive screening (monitor file extensions without

blocking).

File extensions can also be combined in File Groups like Image Files andAudio and Video Files:

You can see the existing File Screens in the File Screens node under File

Screening Management. None are defined by default.

To add a File Screen, click on the Create File Screen action (on the Actions

pane on the right):


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The basic properties include the path to monitor, the type of monitoring(active or passive), the file groups to block/monitor and the specific actions

to take (e-mail, event log, command or report).

You will probably want to use a template to define your File Screening. Below

is the list of pre-defined templates included with FSRM:

You can also create your own File Screening Templates, just like with Quota

Templates.

FSRM includes a list of pre-defined File Groups, as shown below:


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You can use those, modify them or create your own File Groups.

Storage Reports Management

One important feature of FSRM is the ability to provide many reports

associated with File Server Management to make your life simpler when

managing your file server. Those reports include Files by Group, Files by

Owner, Large Files, Most Recently Accessed Files and Duplicate Files, just to

mention a few (see screen below).

Reports can be generated manually, on a scheduled or triggered by a Quota

or File Screen. They can also be generated in different formats (see options

on the screen below) and are delivered to a folder defined when you installed

the role service.

That folder can also be updated in the FSRM configuration:

Below you see a number of those manually generated reports using the

HTML format:


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Please check the sample below, in HTML format, showing the Files by Owner

report:

Conclusion

I hope this blog post has helped you understand the enhanced abilities of the

File Services role on Windows Server 2008 after you add FSRM as a role

service.

After experimenting with this tool for a while, most administrators agree that

this is a simple and useful extension to your file server management toolbox.

Additional Information

For additional information on FSRM, check the following links:

Step-by-Step Guide for File Server Resource Manager in Windows Server

2008

http://technet2.microsoft.com/windowsserver2008/en/library/33fcd74b-

640c-458b-b81b-1014bd0be2321033.mspx?mfr=true

File Server Resource Manager troubleshooting information

http://technet2.microsoft.com/windowsserver2008/en/library/c23c92a7-

c4f9-4a59-a80d-d0a2c9bb67551033.mspx?mfr=true

Using FSRM Folder Quotas with FTP

http://learn.iis.net/page.aspx/307/using-fsrm-folder-quotas-with-ftp/


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