Microsoft® Official Course

Module 10

Optimizing File Services

Module Overview

Overview of FSRM

Using FSRM to Manage Quotas, File Screens, and Storage Reports

Implementing Classification and File Management Tasks

Overview of DFS

Configuring DFS Namespaces•Configuring and Troubleshooting DFS-R

Lesson 1: Overview of FSRM

Understanding Capacity Management Challenges

What Is FSRM?•Demonstration: How to Install and Configure FSRM

Understanding Capacity Management Challenges

•Capacity management challenges include:• Determining existing storage use• Establishing and enforcing storage use with policies• Anticipating future requirements

•Address capacity management challenges by:• Analyzing how storage is used• Defining storage resource management policies• Implementing policies to manage storage growth• Implementing a system for reporting and monitoring

What Is FSRM?

FSRM enables the following functionality:• Storage quota management• File screening management• Storage reports management• Classification management• File management tasks

Demonstration: How to Install and Configure FSRM

In this demonstration, you will see how to install and configure FSRM

Lesson 2: Using FSRM to Manage Quotas, File Screens, and Storage ReportsWhat Is Quota Management?

What Are Quota Templates?

Monitoring Quota Usage

What Is File Screening Management?

What Are File Groups?

What Are a File Screen Templates and File Screen Exceptions?

What Are Storage Reports?

What Is a Report Task?•Demonstration: Using FSRM to Manage Quotas and File Screens, and to Generate On-Demand Storage Reports

What Is Quota Management?

Use quota management to limit disk space usage and provides notifications when thresholds are reached

•Quota notifications can do any of the following:• Send email notifications• Log an event in Event Viewer• Run a command or script• Generate storage reports

What Are Quota Templates?

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

FSRM provides a set of default quota templates in the Quota Templates node

Monitoring Quota Usage

•You can monitor quota usage by:• Viewing quota information in the FSRM console• Generating a quota usage report• Creating soft quotas• Using the Get-FSRMQuota Windows PowerShell cmdlet

What Is File Screening Management?

File screen management provides a method for controlling the types of files that can be saved on file servers

• File screen management consists of:• Creating file screens• Defining file screen templates• Creating file screen exceptions• Creating file groups

What Are File Groups?

File groups are 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 that are grouped into:• Files to include• Files to exclude

What Are a File Screen Templates and File Screen Exceptions?

• File screen templates:• Provide a definition for newly created file screens• Enable control over file screens created from templates

• File screen exceptions• Enable you to override file screens for a specific location or file group

What Are Storage Reports?

Storage reports provide information about file usage on a file server

•Types of storage reports include:• Duplicate Files• File Screening Audit• Files by File Group, Owner, or Property• Folders by Property• Large Files• Least and most recently accessed files• Quota Usage

What Is a Report Task?

•You can schedule reports by creating a Report Task, which specifies:• The volumes and folders to report on• Which reports to generate• Which parameters to use• How often to generate the reports• Which file formats to save the reports in

Demonstration: Using FSRM to Manage Quotas and File Screens, and to Generate On-Demand Storage Reports

In this demonstration, you will see how to:• Create a quota• Test a quota• Create a file screen• Test a file screen• Generate a storage report

Lesson 3: Implementing Classification and File Management Tasks

What Is Classification Management?

What Are Classification Properties?

What Is a Classification Rule?

Demonstration: How to Configure Classification Management

Considerations for Using File Classification

What Are File Management Tasks?•Demonstration: How to Configure File Management Tasks

What Is Classification Management?

Classification management enables you to create and assign classification properties to files using an automated mechanism

Payroll.rptClassification Property

Classification Rule

IsConfidential

File Management Task

What Are Classification Properties?

A Classification Properties is a configurable value that can be assigned to a file

• Classification properties can be any of the following:• Yes/No• Date/Time• Number• Multiple choice list• Ordered list• String• Multi-String

What Is a Classification Rule?

A Classification Rule applies Classification Properties to file based on information about the fileA Classification Rule contains the following information:• Rule enabled/disabled• Rule scope• Classification mechanism• Property to assign• Additional classification

parameters

Demonstration: How to Configure Classification Management

In this demonstration, you will see how to:• Create a classification property• Create a classification rule• Modify the classification schedule

Considerations for Using File Classification

•When using File Classification, consider the following:• How classification properties are stored• Movement can affect a file classification’s properties• The classification management process exists only in Windows Server 2008 R2 and newer• Classification rules can conflict• Classification management cannot classify certain files

What Are File Management Tasks?

File Management Tasks enable administrators to perform operations on files based on assigned Classification Properties

File Management Tasks can:• Move files to other locations• Archive expired files• Delete unwanted files• Rename files

Demonstration: How to Configure File Management Tasks

In this demonstration, you will see how to:• Create a file management task• Configure a file management task to expire documents

Lab A: Configuring Quotas and File Screening Using FSRM

Exercise 1: Configuring FSRM Quotas•Exercise 2: Configuring File Screening and Storage Reports

Logon InformationVirtual machines: 20411B-LON-DC1

20411B-LON-SVR1User name: Adatum\AdministratorPassword: Pa$$w0rd

Estimated Time: 30 minutes

Lab Scenario

A. Datum Corporation is a global engineering and manufacturing company with a head office based in London, United Kingdom. An IT office and data center in London support the London location and other locations. A. Datum has recently deployed a Windows Server 2012 server and client infrastructure.

Each network client within the Adatum domain is provided with a server-based home folder that is used to store personal documents or files that are works-in-progress. It has come to your attention that home folders are becoming quite large, and may contain file types such as .MP3 files that are not approved due to corporate policy. You decide to implement FSRM quotas and file screening to help address this issue.

Review Questions

•What criteria needs to be met to use FSRM for managing a server’s file structure?• In what ways can classification management and file-management tasks decrease administrative overhead when dealing with a complex file and folder structure?

Lesson 4: Overview of DFS

What Is DFS?

What Is a DFS Namespace?

What Is DFS Replication?

How DFS-N and DFS-R Work

What Is Data Deduplication?

DFS Scenarios•Demonstration: How to Install the DFS Role

What Is DFS?

•DFS incorporates technologies that provide fault-tolerant access to geographically dispersed files

•DFS technologies include:• DFS-N• DFS-R

What Is a DFS Namespace?

DFS namespaces can be configured as:• Domain-based namespace

• Namespace is stored in AD DS• Increased redundancy for namespace hosting

• Standalone namespace• Namespace is stored on the local server• Only redundant of stored on a failover cluster

What Is DFS Replication?

Characteristics of DFS-R include:• Uses RDC• Uses a staging folder to stage a file before sending or receiving it• Detects changes on the volume by monitoring the USN journal• Uses a vector version exchange protocol• Recovers from failure

How DFS-N and DFS-R Work

Server in LondonServer in London

User in New YorkUser in New York

DFS Replication

11

11

22

22NamespaceNamespace

\\Contoso.com\Marketing

\\LON-SRV-01\ProjectDocs

\\NYC-SRV-01\ProjectDocs

User in LondonUser in London

Server in New YorkServer in New York

FolderTargets

1. User types: \\contoso.com\marketing Client computers contact a namespace server, and receive a referral

2. Client computers cache the referral and then, contact the first server in the referral

What Is Data Deduplication?

•Data deduplication optimizes volume storage by redirecting redundant data to single storage point

•Data deduplication provides:• Capacity optimization• Scale and performance• Reliability data integrity• Bandwidth efficiency• Simple optimization management

DFS Scenarios

Scenario Example

Sharing files across branch offices

Data collection

Data distribution

Branch Office Hub Site

Branch Office Hub Site

Site 1

Site 2

Branch Office

Demonstration: How to Install the DFS Role

In this demonstration, you will see how to install the DFS Role

Lesson 5: Configuring DFS Namespaces

Deploying Namespaces to Publish Content

Permissions Required to Create and Manage a Namespace

Demonstration: How to Create Namespaces•Optimizing a Namespace

Deploying Namespaces to Publish Content

To configure a namespace for publishing content:1. Create a namespace2. Create a folder in the namespace3. Add folder targets4. Set the ordering method for targets in referrals

Optional tasks:• Set target priority to override referral ordering• Enable client failback• Replicate folder contents using DFS-R• Delegate namespace administration

Permissions Required to Create and Manage a Namespace

Task Default Group

Create a domain-based namespace Domain Admins

Add a namespace server to a domain-based namespace Domain Admins

Manage a domain-based namespace

Local Administrators on each namespace server

Create a standalone namespace Local Administrators group on the namespace server

Manage a standalone namespace

Local Administrators group on the namespace server

Create a replication group or enable DFS replication on a folder

Domain Admins

Demonstration: How to Create Namespaces

In this demonstration, you will see how to:•Create a new namespace•Create a new folder and folder target

Optimizing a Namespace

Methods for optimizing a namespace include:• Rename or move a folder• Disable referrals to a folder• Specify referral cache duration• Configure namespace polling

Lesson 6: Configuring and Troubleshooting DFS-R

Replication Groups and Replicated Folders

Initial Replication Process

Demonstration: How to Configure DFS-R•Troubleshooting DFS

Replication Groups and Replicated Folders

•Replication Group:• A set of servers that participate in replicating one or more replicated folders

•Replicated Folder• A folder that is kept replicated on each server

Member

Projects

Proposals

Projects

Proposals

ReplicatedFolders

Projects\Spec.doc

Proposals\Budget.xls

Connection

Replication Group

Initial Replication Process

The initial replication process consists of:1. Replication of DFS-R settings2. Primary member starts replication3. Files are moved to DfsrPrivate\PreExisting4. Files are compared and replicated5. Primary member designation is removed

Demonstration: How to Configure DFS-R

In this demonstration, you will see how to:• Create a new folder target for replication• Create a new replication group

Troubleshooting DFS

Tool Used to

Health ReportReport replication statistics and general health of the topology

Propagation Test Generate a test file to verify replication

Propagation ReportReport on the propagation test and provide replication statistics

Verify TopologyReport on the current status of the members of the topology

Dfsrdiag.exe Monitor replication state of the DFS replication service

Lab B: Implementing DFS

Exercise 1: Installing the DFS role service

Exercise 2: Configuring a DFS Namespace•Exercise 3: Configuring DFS-R

Logon InformationVirtual machines: 20411B-LON-DC1

20411B-LON-SVR120411B-LON-SVR4

User name: Adatum\AdministratorPassword: Pa$$w0rd

Estimated Time: 45 minutes

Lab Scenario

A. Datum Corporation has deployed a new branch office. This office has a single server. To support branch staff requirements, you must configure DFS. To avoid the need to perform backups remotely, a departmental file share in the branch office will be replicated back to the head office for centralized backup, and branch data files will be replicated to the branch server to provide quicker access.

 

 

Review Questions

•How do FSRM templates for quotas and file screens provide a more efficient FSRM management experience?•Why does DFS-R make a more efficient replication platform than FRSM?

Module Review and Takeaways

•Review Questions