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Windows Small Business Server 2011 : Using File Server Resource Manager (part 1) - Scheduling Storage Reports, Using Directory Quotas

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1/3/2013 5:35:31 PM

The File Server Resource Manager (FSRM) is installed as a role service of the File Services Role and is made up of three tools:

  • Storage Reports Management

  • Quota Management

  • File Screening Management

These tools allow administrators of Windows Server 2008 file servers to keep track of storage growth and usage, as well as create hard or soft policies limiting the amount and type of files that users can save in specific folders.


Note:

In the SBS Console, you can set the size of individual users’ shared folders. Other quotas you might want to set would be on public folders or central company resource folders.


1. Scheduling Storage Reports

FSRM supports reporting in Dynamic Hypertext Markup Language (DHTML), HTML, Extended Markup Language (XML), Comma-Separated Values (CSV) text, or plain text, making it easy to view reports or process them using scripts, Microsoft Office Excel, or other applications.

FSRM can search and report on the following files and events. Additional reports can be defined and included in the list.

  • Duplicate files

  • File-screening audit

  • Files by file group

  • Files by owner

  • Large files

  • Least-recently accessed files

  • Most-recently accessed files

  • Quota usage

File Server Resource Manager is automatically installed when you install Windows SBS 2011. To use it, you need only open Server Manager from the Administrative Tools menu and then follow these steps:

  1. In the left pane, expand Roles, then File Services, then Share And Storage Management, and then File Server Resource Manager.

  2. Right-click Storage Reports Management and select Schedule A New Report Task (shown in Figure 1).

    Figure 1. Starting a new report

  3. The Storage Reports Task Properties dialog box opens (shown in Figure 2).

    Figure 2. Configuring a storage report

  4. In the Scope section of the dialog box, click Add to select the local folders that you want to monitor.

  5. In the Report Data section of the dialog box, select the reports that you want to generate. To view the settings for all selected reports, click Review Selected Reports. To adjust the settings for a report, select the report and then click Edit Parameters.

  6. In the Report Formats section of the dialog box, select the formats in which you want to generate the reports.

  7. Click the Delivery tab, select the Send Reports To The Following Administrators check box, and type the email addresses of the administrators who should receive the storage reports, using a semicolon to separate addresses.

  8. Click the Schedule tab and then click Create Schedule. In the Schedule dialog box (shown in Figure 3), set the date and time for the report to be generated.

    Figure 3. Setting a report schedule

  9. When all three tab selections are made, click OK. The new scheduled report task appears in the File Server Resource Manager console.

To run the scheduled report immediately, right-click it and choose Run Report Task Now. The Generate Storage Reports dialog box appears, asking whether you want to view the reports immediately or whether File Server Resource Manager should generate the reports in the background for viewing later from the report storage folder.

UNDER THE HOOD: Storage Reports and Performance

To create a storage report, Windows creates a scheduled task in the Task Scheduler library that uses the Volume Shadow Copy Service to take a snapshot of the specified storage volumes, and then creates the storage report from this snapshot using XML style sheets stored in the %WINDIR%\system32\srm\xslt folder. This process minimizes the performance impact on the server, but does degrade file server performance temporarily.

Schedule your storage reports during slack times to minimize the impact on users, and combine reports whenever possible. Because all storage reports in a storage report task use the same snapshot, you can minimize the performance impact on a server by consolidating your reports to minimize the number of snapshots required.


2. Using Directory Quotas

One way to slow the growth of storage on a network is to limit the amount of disk space each user can use on a server. SBS 2011 provides two ways of doing this: disk quotas and directory quotas. Directory quotas allow you to manage storage at a folder level. You can create quota templates and auto quotas that Windows automatically applies to subfolders and newly created folders. Directory quotas, unlike disk quotas, look at the actual amount of disk space used by a file and provide powerful notification capabilities.

Directory quotas apply to all users as a group; disk quotas apply to individual users. Both directory quotas and disk quotas apply to a single server. Quotas can use either hard limits, which prevent users from exceeding their quotas, or soft limits, which provide only a warning and notification.


Note:

Directory quotas are preferred in Windows SBS 2011. If you choose to use disk quotas, you can set them by opening a disk’s Properties dialog box and clicking the Quota tab.


2.1. Directory Quota Types

Directory quotas come in three varieties:

  • Quotas Sets the total amount of disk space that a folder and all subfolders can consume. For example, if you create a quota that limits the \Users folder to 10 GB, the total contents of this folder and all subfolders cannot exceed 10 GB in size. If one user uses 9 GB of file space, all the other users combined are limited to 1 GB.

  • Auto Quotas Sets the amount of disk space that the first-level subfolders (child folders) of a folder can consume. For example, if you create an auto quota for the \Users folder and set the limit at 2 GB, each first level of subfolder (for example, \Users\Charlie; \Users\Wally) is limited to 2 GB in size. An auto quota does not set a limit on the contents of the parent folder, only the subfolders (child folders).

  • Quota Templates Standardizes and centralizes quota and auto quota settings. When you change the settings of a quota template, you can automatically apply the changes to all quotas that use the quota template you change.


Note:

Directory quotas work only on fixed NTFS volumes; you cannot use directory quotas on removable drives or FAT volumes.

 
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