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Windows Small Business Server 2011 : Using File Server Resource Manager (part 3) - Screening Files

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1/3/2013 5:39:30 PM

6. Screening Files

Administrators who use storage reports for the first time are often surprised, and occasionally dismayed, at how many audio and video files they find on file servers. In addition to the massive amounts of disk space that audio and video files consume, organizations can be exposed to legal liability if these files are obtained or shared illegally.

To help administrators control what type of files users can save on a file share, File Screening Management is part of the File Server Resource Manager console. With File Screening Management, administrators can block users from saving files with certain file extensions to a specific file share, as discussed in the following sections.

REAL WORLD: Controlling Audio and Video Files on Servers

If you are serious about blocking personal audio and video files on public file shares, you need two things:

  • An acceptable use policy that clearly states what users can and cannot place on file shares This policy should state that users cannot save illegally obtained files of any type on company file servers, including audio and video files for which the users have not purchased a license. You might also want to state that users can save only legally obtained audio and video files to their home directory (on which you create a directory quota, limiting users to a reasonable amount of disk space).

  • A file screen that implements this policy The best way to get people to follow a company policy is to make it hard for them to violate the policy. A file screen makes it difficult for an average user to violate an acceptable-use policy concerning audio and video files, and it reduces legal liability by demonstrating that the organization is taking active steps to prevent its employees from violating its written policy.

Because file screens use a file-name mask and not a content mask to block files, users can still save MP3 files by changing the file extension of the file to something that isn’t blocked. However, if you have a clear and unambiguous acceptable-use policy and a file screen for that policy in place, this requires a willful violation on the part of the user and a conscious attempt to cover up the violation—something that most employees are unlikely to risk.


6.1. Creating File Screens

To create a file screen, open the File Server Resource Manager console and follow these steps:

  1. Click the File Screening Management node.

  2. Click the File Screens container, right-click File Screens in the console tree, and choose Create File Screen. The Create File Screen dialog box opens, as shown in Figure 8.

    Figure 8. Creating a file screen

  3. Click Browse, select the folder to which you want to apply the file screen, and then click OK.

  4. Select the file screen template you want to apply, or choose Define Custom File Screen Properties and then click Custom Properties to create a custom file screen. Click OK when you are finished.

  5. If you chose to create a custom file screen, the Save Custom Properties As A Template dialog box appears. Use this dialog box to save the custom file screen as a file screen template, or choose Save The Custom File Screen Without Creating A Template.

6.2. Creating Exceptions

To create an exception to a file screen, follow these steps:

  1. Click the File Screens container, right-click File Screens in the console tree, and choose Create File Screen Exception. The Create File Screen Exception dialog box appears, as shown in Figure 9.

    Figure 9. Creating file exceptions

  2. Click Browse, select the folder to which you want to apply the file screen exception, and then click OK. The folder you select cannot already contain a file screen, but it can be a subfolder of a folder that contains a file screen.

  3. Select the groups that you want to allow, excluding them from any file screens applied to parent folders. Click OK when you are finished to return to the File Server Resource Manager console.

6.3. Creating and Editing File Screen Templates

To create or edit a file screen template, follow these steps:

  1. In the File Server Resource Manager console, right-click File Screen Templates and choose Create File Screen Template, or right-click an existing template and choose Edit Template Properties. To create a file screen template based on an existing file screen, right-click the file screen and choose Create A Template From File Screen.

  2. To base the template on an existing template, in the Create File Screen Template dialog box, choose a template from the Copy Properties From Template box, as shown in Figure 10. Click Copy.

    Figure 10. Working with a file screen template

  3. Type a name and label for the template in the Template Name box.

  4. Choose Active Screening to prevent users from saving files of the type you specify, or choose Passive Screening to use the file screen only for monitoring.

  5. Select the file group or groups that you want to block. To create a new file group, click Create; to edit an existing file group, select the group and then click Edit.

  6. Specify what actions to take when a user saves a screened file type, and then click OK:

    • Use the E-Mail Message tab to send an email notification to the user who saved a screened file type. (You can also choose to send the notification to an administrator.) Use the E-Mail Message section of the tab to customize the message that Windows generates.

    • Use the Event Log tab to record a log entry on the server when a user saves a screened file type.

    • Use the Command tab to run a command or script when a user saves a screened file type.

    • Use the Report tab to generate a storage report when a user saves a screened file type.

  7. If you are editing an existing template, the Update File Screens Derived From Template dialog box appears. Choose one of the following options and then click OK:

    • Apply Template Only To Derived File Screens That Match The Original Template Updates file screens based on the quota template only if you have not customized them

    • Apply Template To All Derived File Screens Updates all file screens based on the quota template

    • Do Not Apply Template to Derived File Screens Does not update any file screens based on the template

6.4. Working with File Groups

A file group is a group of files with a common set of characteristics in their file names. For example, the Audio and Video file group includes audio files (with .mp3, .wma, and .aac file extensions), and video files (with .wmv, .mpeg, and .mov file extensions). Storage reports use file groups when reporting on the types of files present on a file share, while file screening uses file groups to control which files to block. To create or edit a file group, follow these steps:

  1. In the File Server Resource Manager console, select File Screening Management.

  2. Right-click the File Groups container and choose Create File Group. The Create File Group Properties dialog box opens, as shown in Figure 11.

    Figure 11. Creating a file group

  3. Type a name for the file group in the File Group Name box.

  4. In the Files To Include box, type the file-name criteria to include in the group. Use asterisks (*) as wildcards and then click Add.

  5. To exclude files from the file group, type the file-name criteria to exclude from the file group in the Files To Exclude box. Click OK.

REAL WORLD: Creative Use of File Groups

File screening isn’t just for file extensions. It’s actually based on pattern matching against the entire file name to define the file group. This means you can have a file group that matches all MP3 files by creating a file group that matches “*.mp3”. But you could also have a file group that matched all Company Policy files by matching “pol*.pdf” if all your company policies are stored in files that start with “pol” and are Adobe PDF files. Or, if monthly financial reports are consistently stored as MMYYYY.XLS, you could create a file group that matched all 2010 financials by using ??2010.XLS as your pattern.

The usual tendency with file groups is to think of selecting files solely by extension. But by using the entire file name in the pattern match, you can use file groups more creatively and also do enhanced reporting based on the file groups.

 
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