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NTP Software QFS® Family of Products User Manual

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1. Next you need to add your EMC Celerra to the collection of servers being managed by QFS 1 10 Run QFS Admin by clicking Start gt Programs gt NTP Software QFS for NAS gt NTP Software QFS for NAS Admin Right click My Site and choose New gt EMC Celerra You will be prompted to enter a name The name you enter here must match the name of your EMC Celerra Now that you have added your EMC Celerra to the collection of servers recognized by QFS right click the EMC Celerra you just added and select New gt Quota amp File Sentinel Application Entries will appear under the EMC Celerra for disk quota and file control policies Next you need to associate the policies you will create here with an EMC Celerra In the NTP Software Smart Policy Manager hierarchy view the left pane click the plus sign adjacent to the name of the Windows based server on which you installed QFS Right click Quota amp File Sentinel under that entry and select Properties to open the QFS Configuration screen Click the EMC Connector tab Click the Add button Enter the name of your EMC Celerra the control station IP username and password and then click OK Click OK in the NTP Software QFS Configuration screen You are ready to move on and create some policies Copyright 2009 by NTP Software All rights reserved Page 7 NTP Software Storage QFS Family of Products User Manual Setting the QFS Application Properties R
2. 2 In the Messages section of the dialog box select HTML Then click the Message Text and Actions button Managed Users and Groups Exempt Users and Groups Other Recipients General File Patterns Control Options Directories File Control Settings Open io Bes Openfor write Create New Log Event P E r Always Allow Q Q Always Deny C Cc C Messages C Pan Ted HTML Message Text and Actions ok Cancel Apy Help 3 In the File Control Messages and Actions dialog box click the General tab and select Email as the notification method in the Send to Triggering User section of the dialog box 4 Click the Triggering User Messages tab In the File Control Deny Message section of the dialog box click the Edit Text button to open a text editor General Other Recipient Messages Triggering User Messages Process Commands File Control Log Message Email Subject File Sentinel Warming Email Text lt email message is formatted as plain text gt Edit Text Clear Popup Text File Sentinel This waring message was issued for saving file P f File Control Deny Message Email Subject File Sentinel Rejection Email Text lt email message is formatted as plain text gt Edit Text Clear Popup Text File Sentinel You are not allowed to save file ZP OK Cancel Help 5 In the text editor choose File gt New to remove all existing text 6 Choose Insert g
3. 2009 by NTP Software All rights reserved Doc 5895EF NTP Software Storage QFS Family of Products User Manual Table of Contents MARE OGIC TIO Overview of Smart Policy Managel s csscscceeseesseesenesseeseesseesenenees Preparing NetApp Filers or IBM N Series Filers csssssseessees Enabling the fpolicy Management Service NetApp Filers cccseeeeeeeeeees Adding Your Filer to the QFS Policy Hierarchie Preparing the EMC Celerra csscsscssscseesssessnesseeneesseeeseesseessneseeeseeesnes Preparing the QFS Windows Machine Preparing the EMC Celerra for QFS Management Adding a Celerra to the QFS Policy Hierarchy s sssessseseeseeeeeesreereerresrresrreerees Setting the QFS Application Properties ccsccseessessseesseesseessees Policy Creation iaiia aaneen cistenciesinercastsievcincsonteacieanntiuscenreisiadwniavateensisiaueniwens Creating Disk Quota Policies 0 cccccscccscesneceeseneeeeeeneeeeeeeceeeeseeneeeeeseeeeessesatens Creating File Screening Policies ccccccccceceseeceneeeeeeeeeeeeeeeeeeseaeeseaeessieeeseeeesees Creating File Management Policies cccccccccsseeeeesseeeeeeseeeeseeseeesseneeessesaeens Viewing Directories sursauter a e EENS EENS MIG WINGY SNARES EE NTP Software DeepScan c sccsscssesssseeeseessnessneseneneesseeesneeenesseeseeeseennes NTP Software Zip SCAM svessisciceiscccissidicisancectiscneecateeeeceseonaewndcinesntesnnc
4. e Download Storage Investigator for cleaning up the user s directories e Email the network administrator requesting a change to the user s policy The website is accessible from the NTP Software QFS Email Templates files During the installation of End User Support Infrastructure you will be prompted for the name of the virtual directory that should be created This component should be installed on a web server Storage Investigator Storage Investigator is a tool to help users clean up their shares and directories in order to avoid violating storage policies Storage Investigator shows all files sorted by various criteria such as the following e Largest files e Oldest files e Duplicate files e Aged files e Extensions Storage Investigator is an ActiveX control that is set up to download from CleanupFiles asp in the End User Support Infrastructure website Due to the nature of ActiveX controls the user must be an administrator on the local machine to download and register the ActiveX control For Copyright 2009 by NTP Software All rights reserved Page 19 NTP Software Storage QFS Family of Products User Manual environments where users are not administrators on their local machines an MSI file is provided This file can be used with Active Directory or other tools to push an installation of Storage Investigator to each machine Once the Storage Investigator ActiveX control is installed and registered users can r
5. enclosed in double quotes AddUserThreshold Adds a user threshold to the policy Syntax AddUserThreshold lt targetserver gt lt policy gt lt thresholdvalue gt lt thresholdtype gt lt abovesubject gt lt abovemessage gt lt aboveemail gt lt belowsubject gt lt belowmessage gt lt belowemail gt Copyright 2009 by NTP Software All rights reserved Page 31 NTP Software Storage QFS Family of Products User Manual Parameters Parameter Name Description targetserver Level of the policy policy Name of the policy thresholdvalue value at which the threshold will be triggered thresholdtype 1 Email notification 2 Username pop up 3 Computer name pop up abovesubject Subject of notification message showing user has reached threshold abovemessage Body of notification message showing user has reached threshold aboveemail Body of email notification message showing user has reached threshold belowsubject Subject of notification message showing user has gone below threshold belowmessage Body of notification message showing user has gone below threshold belowemail Body of email notification message showing user has gone below threshold Result User threshold successfully added to the policy lt policy gt or a text message describing the error encountered Remarks The policy name must be surrounded by double quotes if it contains a space The threshold value
6. should be greater than 0 Enclose all messaging parameters in double quotes It is very important that you specify all the parameters for messages If you do not want to set any particular message specify an empty value enclosed in double quotes RemoveExemptUsers Removes a specific user or list of users from the policy s exempt user list Syntax RemoveExemptUsers lt targetserver gt lt policy gt lt users gt Parameters Parameter Name Description targetserver Level of the policy Copyright 2009 by NTP Software All rights reserved Page 32 NTP Software Storage QFS Family of Products User Manual policy Name of the policy users List of user or group accounts separated by semicolons Result Exempt users lt users gt successfully removed from the policy lt policy gt or a text message describing the error encountered Remarks The policy name must be surrounded by double quotes if it contains a space It is very important that you specify the list enclosed in double quotes Note If you have only one user in the list you do not need to put a semicolon at the end RemoveFilePatterns Removes file patterns from a file control policy Syntax RemoveFilePatterns lt targetserver gt lt policy gt lt patterns gt Parameters Parameter Name Description targetserver Level of the policy policy Name of the policy patterns List of file patterns separated by semicolons Result F
7. the CEPP will stop the Celerra from generating events of those types e Atleast one event one pool and one server per pool must be defined Or GO Gr Er OL Gr OO 0 GO E Recommended timeout values e The recommended value for regtimeout is 5000 e The recommended value for retrytimeout is 750 Follow these steps to edit the cepp conf file 1 Log into the Celerra control station as su a Type mount server_2 mnt2 to mount the root filesystem Create mni2 if it does not exist and replace server_2 with your server name if you are configuring a different server b Type cd mnt2 ete and look for the file cepp conf Create the file if it does not exist c Use vi to edit the cepp conf file Edit the servers field to use the IP address of the machine running QFS The result should look something like this pool name cqm servers 10 30 3 57 preevents option ignore reqtimeout 5000 retrytimeout 750 2 Type server_config server_2 v cepp stop and press Enter 3 Type server_config server_2 v cepp start and press Enter Note Replace server_2 with the name of the server you want to configure These steps create the configuration that allows QFS to register with and manage your Celerra They must be completed before you try to configure QFS Copyright 2009 by NTP Software All rights reserved Page 6 NTP Software Storage QFS Family of Products User Manual Adding a Celerra to the QFS Policy Hierarchy
8. 3 or some other blocking reason specified in the QFS policy OverQuota Indicates that a user s action has caused his or her storage to exceed quota This particular message contains links to both the QFS HelpSite and the End User Support Infrastructure website The OverQuota email message automatically passes the server and share name of the drive on which the quota was violated To change this setting see the NTP Software QFS documentation for valid keys FileRemoval Indicates that a particular file of a user has been removed by a file removal policy Note When installing the QFS Email Templates it is very important that you specify URLs for the QFS HelpSite and the End User Support Infrastructure website The default web pages have placeholders for these URLs If you do not specify the addresses the email templates will not function as designed Copyright 2009 by NTP Software All rights reserved Page 15 NTP Software Storage QFS Family of Products User Manual Adding an Email Template to QFS 1 Open the NTP Software QFS Admin tool Select the policy to which you want to add email then choose File gt Properties 2 Click the Thresholds tab Managed Users and Groups Exempt Users and Groups Other Recipients General Quota Thresholds Directories Thresholds To Triggering User ToQwner To Recips Email Email KE No Email Email Email s0 No Email Email Email s0x No Email Email Email At Qu
9. Directory policy SHARE Share policy Result File control policy lt policy gt successfully added or a text message describing the error encountered Copyright 2009 by NTP Software All rights reserved Page 24 NTP Software Storage QFS Family of Products User Manual Remarks The new policy is created at the level specified by the first parameter If targetserver is left blank the policy is created under the local server s NTP Software QFS application level The policy name must be surrounded by double quotes if it contains a space AddFilePatterns Adds file patterns for a file control policy Syntax AddFilePatterns lt targetserver gt lt policy gt lt patterns gt Parameters Parameter Name Description targetserver Level of the policy policy Name of the policy patterns List of file patterns separated by semicolons Result File patterns lt patterns gt successfully added to the policy lt policy gt or a text message describing the error encountered Remarks The policy name must be surrounded by double quotes if it contains a space It is very important that you specify the list enclosed in double quotes AddFileRemovalPolicy Creates a new file removal policy and adds it to the QFS configuration Syntax AddFileRemovalPolicy lt targetserver gt lt policy gt lt type gt Parameters Parameter Name Description targetserver Level of the policy policy Name
10. Family of Products User Manual Result Target users lt users gt successfully added to the policy lt policy gt or a text message describing the error encountered Remarks The policy name must be surrounded by double quotes if it contains a space It is very important that you specify the list enclosed in double quotes Note If you have only one user in the list you do not need to put a semicolon at the end AddThresholdCommand Adds a threshold command to be executed when the user goes above or below threshold value Syntax AddThresholdCommand lt targetserver gt lt policy gt lt thresholdvalue gt lt abovecommand gt lt belowcommand gt Parameters Parameter Name Description targetserver Level of the policy policy Name of the policy thresholdvalue Threshold value at which the threshold will be triggered abovecommand Command to be executed when user goes above threshold belowcommand Command to be executed when user goes below threshold Result Threshold command successfully added to the policy lt policy gt or a text message describing the error encountered Remarks The policy name must be surrounded by double quotes if it contains a space The threshold value should be greater than 0 Enclose all messaging parameters in double quotes It is very important that you specify all the parameters for messages If you do not want to set any particular message specify an empty value
11. File Sentinel a Z Disk Quota Policies Ki 100MB Home Directory Ej File Control Policies Gi File Management Policies H E Server Directories EN 5 Server Shares E OC Primary Server N For Help press F1 aakmal lap_ Local Host Installing NTP Software QFS onto a Node Server This feature enables administrators to group servers filers and Celerras logically to reflect their organizational physical structure creating policies under a node that can be inherited by all the machines of that node Follow these steps 1 It is necessary to install QFS manually on each of the added nodes in this example on Node 1 Choose the option Adding to an enterprise installation during the local NTP Software Smart Policy Manager installation 2 Right click the site container and select New gt Container to create a container for the cluster Give the new container the cluster name Copyright 2009 by NTP Software All rights reserved Page 43 NTP Software Storage QFS Family of Products User Manual NTP Software Smart Policy Manager TM 4 ll x File Edit View Options Help S x E ES ll E Server Available g Container Ey Disk Quote Policies EBlquota amp File Sentinel QuotaSentinel Available IS File Control Policies o Ze File Management Policies 3 Cluster 1 BR Node 1 3 object s laakmal lap Local Host 3 Click the existing server node and while holding down the mouse button dra
12. NTP Software QFS Family of Products User Manual Abstract This manual details the method for using NTP Software QFS Family of Products from an administrator s perspective Upon completion of the steps within this document NTP Software QFS Family of Products will be used to manage your enterprise community successfully Rev 1 3 January 2009 Copyright 2009 by NTP Software All rights reserved Doc 5895EF NTP Software Storage QFS Family of Products User Manual The information contained in this document is believed to be accurate as of the date of publication Because NTP Software must constantly respond to changing market conditions this document should not be interpreted as a commitment on the part of NTP Software and NTP Software cannot guarantee the accuracy of any information presented after the date of publication This document is for informational purposes only NTP SOFTWARE MAKES NO WARRANTIES EXPRESS OR IMPLIED IN THIS DOCUMENT NTP Software Quota amp File Sentinel QFS Enterprise Application Services Extension EASE Smart Policy Manager DeepScan Zip Scan End User Support Infrastructure EUSI HelpSite and Storage Investigator are either registered trademarks or trademarks of NTP Software in the United States and or other countries Other product and company names mentioned herein may be the trademarks of their respective owners NTP Software 20A Northwest Blvd 136 Nashua NH 03063 USA Copyright
13. QFS Family of Products User Manual AddTargetUsers Adds users or groups to the list of users governed by a policy RemoveTargetUsers Removes users or groups from the list of users governed by a policy AddExemptUsers Adds users to the list of users exempt from a policy RemoveExemptUsers Removes users from the list of users exempt from a policy AddTargetPath Adds directories or share paths to the list of paths governed by a policy RemoveTargetPath Removes directories or share paths from the list of paths governed by a policy SetAlwaysEnforce Sets the flag indicating whether a policy is always to be enforced SetQuotaLimit Sets the quota limit for a policy AddUserThreshold Adds a user threshold AddOwnerThreshold Adds a quota threshold for the owner of the file AddRecipientThreshold Adds a quota threshold for recipients AddOtherRecipientThreshold Adds a quota threshold for other recipients AddThresholdCommand Adds a threshold command RemoveThreshold Removes a threshold from a policy AddOtherRecipients Adds other recipients to a list RemoveOtherRecipients Removes other recipients from a list AddFilePatterns Adds file patterns for a file blocking policy RemoveFilePatterns Removes file patterns from a file blocking policy SetFileControlOptions Sets the control options for a file blocking policy SetEmailMessageFormat Sets the f
14. Software All rights reserved Page 13 NTP Software Storage QFS Family of Products User Manual NTP Software Zip Scan Another powerful feature of NTP Software QFS is NTP Software Zip Scan If this option is selected QFS looks for managed file types inside compressed files with the ZIP extension For example entering the MP3 file type and selecting Block Zip files containing prohibited content on the Criteria tab in the New File Policy dialog box will block files named MP3 within a ZIP file Blocking ZIP files is performed by examining the list of contents for the ZIP file With current technology adding a third level of scanning could negatively impact file operations When polling the industry we found that most customers were not particularly concerned with renamed files within ZIP files because users would find using those renamed files to be cumbersome enough to outweigh any benefits they would gain To enable NTP Software Zip Scan follow these steps 1 In the NTP Software Smart Policy Manager hierarchy view locate the filer or Celerra you added earlier If necessary click the plus sign adjacent to this entry to expand the tree Then click the plus sign next to Quota amp File Sentinel to expand the policy types 2 Expand the File Control Policies Right click the desired file control policy and select Properties 3 Click the Criteria tab Check the Block Zip files containing prohibited content option to spec
15. anager TO 7 alfa x File Edit View Options Help 8 Gs x Sa e Galactic Gateway 7 CH New Hampshire Di eg Quota amp File Sentinel Di D Primary Server new Hampshire 1 object s aakmal lap Local Host Copyright 2009 by NTP Software All rights reserved Page 41 NTP Software Storage QFS Family of Products User Manual 4 Right click the site container New Hampshire in this example and select New gt Container from the pop up menu to create your cluster container Give the new container the name of the cluster In the example we have used Cluster 1 as the name NTP Software Smart Policy Manager TM 7 15 x Eile Edit View Options Help amp e B X E Galactic Gateway CG CH New Hampshire fue Hampshire H E Quota amp File Sentinel e Cluster 1 JB Primary Server 1 object s aakmal lap Local Host 5 Right click the cluster container Cluster 1 in this example and select New gt Quota amp File Sentinel Application from the pop up menu 6 It is necessary to install QFS manually on each server you want to add to the tree Node 1 and Node 2 in this example Choose the option Adding to an enterprise installation during the local NTP Software Smart Policy Manager installation on each node and point to the first QFS server 7 Open the cluster container in the NTP Software Smart Policy Manager hierarchy and use the drag and drop method to move the nodes into the clust
16. choose the desired settings for the types of policies and properties That is all there is to this procedure Let s move on to creating management policies Policy Creation This section outlines standard QFS procedures for creating policies Note When testing policies you have created perform the tests from an independent machine that is not running QFS Let s walk through creating a few typical policies For EMC two policy types are available disk quota policies and file control policies We will show an example of each Creating Disk Quota Policies This section walks you through creating a typical disk quota policy We will create a quota policy for all your user home directories in a typical server configuration This quota policy will be applied to all users in your Users directory Each user will get a quota limit of 50MB ih In the NTP Software Smart Policy Manager hierarchy view locate the server filer Celerra you added earlier If necessary click the plus sign adjacent to this entry to expand the tree Then click the plus sign next to Quota amp File Sentinel to expand the policy types Right click Disk Quota Policies and select New gt Folder Policy Using Directories In the New Policy dialog box click the General tab Enter a name and a description for your new policy Copyright 2009 by NTP Software All rights reserved Page 8 NTP Software Storage QFS Family of Products User Manual Click the Qu
17. cy a name and description Click the Criteria tab Set the aspects of the policy file patterns to remove age of the files size and archive status You can also select a specific action to take for the files for example allowing audit quarantine or removal when the policy is triggered Specify when to enforce the policy and whether it will be applied retroactively to files created before the policy Click the Alerts tab As desired turn on alerts for the quarantine and deletion of files Once the alert is enabled you have the option of enabling email if the email server has been configured Click OK to save the policy Viewing Directories This section shows how you can view all the directories that are located on a certain server filer or Celerra 1 In the NTP Software Smart Policy Manager hierarchy view locate the server filer or Celerra containing directories you want to view If necessary click the plus sign adjacent to this entry to expand the tree Click the plus sign next to Quota amp File Sentinel a For the Windows server click the plus sign next to Server Directories to view the folders located on that server b For the filer click the plus sign next to Filer Directories to view the volumes located on that filer Note You can view that feature if you have a NetApp or IBM N Series filer attached to the Quota amp File Sentinel application c For the Celerra click the plus sign next to Cele
18. dule called QFS Admin Reports To access it and run reports follow these steps 1 Click Start gt Programs gt NTP Software QFS for NAS gt NTP Software QFS for NAS Admin Reports The NTP Software Report Wizard appears Select Create a report from a report template and then click Next When prompted to select a report type click All Active Quota Policies and then click Next Select the server s for which you want reports Click the right arrow gt button to add the selected server s to this report and then click Next Click Finish to begin generating the report The report automatically appears onscreen when complete When you close the report you are asked whether you want to save it if so specify the desired location Configuration Wizard Copyright 2009 by NTP Software All rights reserved Click Start gt Programs gt NTP Software QFS for NAS gt NTP Software QFS for NAS Configuration Wizard Click the View Pre Wizard Checklist button and gather the required information before continuing Click Next Enter the name of your filer or Celerra Click Next If you do not want to send email notifications to users when a quota status changes uncheck the Yes We do want email notifications enabled checkbox Specify which email system your environment uses Click Next Enter the name of your Active Directory server Enter a second server if desired Click the Test Active Directory Lookup button and test at
19. e policy Syntax SetQuotaLimit lt targetserver gt lt policy gt lt limit gt Copyright 2009 by NTP Software All rights reserved Page 38 NTP Software Storage QFS Family of Products User Manual Parameters Parameter Name Description targetserver Level of the policy policy Name of the policy limit Quota limit value in megabytes MB This value should be greater than 0 Result Quota limit successfully set for the policy lt policy gt or a text message describing the error encountered Remarks The policy name must be surrounded by double quotes if it contains a space SetSmtpConfiguration Sets the SMTP configuration parameters for targetserver Syntax SetSmtpConfiguration lt targetserver gt lt inheritemailconfiguration gt lt enable disable gt lt smtpserver gt lt smtpdomain gt lt senderaddress gt lt senderpassword gt Parameters Parameter Name Description targetserver Level at which the policy needs to be created within the EASE hierarchy inheritemailconfiguration 0 Do not inherit email configuration 1 Inherit email configuration enable disable 0 Enable 1 Disable smtpserver SMTP server name or IP address smtpdomain Domain for SMTP server senderadadress Email address to be set in the To field of the email message senderpassword Password for the sender s address Result SMTP configuration set successfull
20. ed by double quotes if it contains a space It is very important that you specify the list enclosed in double quotes Note If you have only one user in the list you do not need to put a semicolon at the end RemoveThreshold Removes a threshold from the policy Syntax RemoveThreshold lt targetserver gt lt policy gt lt thresholdvalue gt Parameters Parameter Name Description targetserver Level of the policy policy Name of the policy thresholdvalue Threshold value at which the threshold will be triggered Result Threshold successfully removed from the policy lt policy gt or a text message describing the error encountered Copyright 2009 by NTP Software All rights reserved Page 35 NTP Software Storage QFS Family of Products User Manual Remarks The policy name must be surrounded by double quotes if it contains a space The threshold value should be greater than 0 SetAlwaysEnforce Sets the flag indicating whether the policy is always to be enforced Syntax SetAlwaysEnforce lt targetserver gt lt policy gt lt flag gt Parameters Parameter Name Description targetserver Level of the policy policy Name of the policy flag 0 Policy is not always enforced 1 Policy is always enforced Result Always Enforce Flag successfully set for the policy lt policy gt or a text message describing the error encountered Remarks The policy name must be surrounded by do
21. endwanss End User Support Infrastructure EUSI ccsccssesseeseesseeesseeseeeees NTP Software QFS Email Templates csscssssseseceseeseeeseeeseenenesees Adding an Email Template to OF Specifying a File Control Message sssnneeeerneeeetneeertneeettnnerntnnnrnrnnnrnnnneeeen NTP Software QFS HelpoGne End User Support Infrastructure Website s nnnsenneeenneeeeetneeentneeeetnrerrrnenrernneeeenne Storage INVEStIQALON o ienne atea a a aaa a a iaaea aa aea aaa Saina aA aaa Pushing NTP Software QFS to Additional Machines s0s Pushing Smart Policy Manager to Another Gvstem Copyright 2009 by NTP Software All rights reserved Doc 5895EF NTP Software Storage QFS Family of Products User Manual QES Admin Repo S earar naa aaea aasre ranea aaaeeeaa aaa aaiae aa ria ieia siaSi 21 Co fig ration Wizard D 21 Command Line Interface wiviciiccicecccccintedsecevecesscensiceassuasascsantecarseuecaceutusecuecsuecassutwectvans 22 Appendix Installing QFS in Clustered Environments s sussnssnnennnnnnnnnnnnnnnnnnnn 41 Installing QFS in Clustered Environments c ccccccceceeeeceeeeeeeeeeeeaeeseeeeeseaeeseeeeeseaeeeeeeeeseaeetes 41 Installing NTP Software QFS onto a Node Gerver 43 Ao t NIP SOf VA e ir e r ae aa e a gedet gege Eaa aeaa i aieiaa arana 45 NTP Software Professional ServiCes csscssssesseesseseeeeeesseesseeseneneeeseeesessneeees 45 Copyright 2009 by NTP Sof
22. er 1 In the NTP Software Smart Policy Manager hierarchy view locate the server filer Celerra you added earlier If necessary click the plus sign adjacent to this entry to expand the tree Then click the plus sign next to Quota amp File Sentinel to expand the policy types Right click File Control Policies and select New gt Folder Policy Using Directories The New File Policy dialog box opens Give your policy a name and description Copyright 2009 by NTP Software All rights reserved Page 9 NTP Software Storage QFS Family of Products User Manual 4 Click the Criteria tab Then click Add and enter the file patterns you want to block for example AVI MP3 MPG MP2 and VBS Note Be sure to include the asterisk and period when you specify a file type QFS follows the normal Windows rules for wildcard file specifications For example enter MP to include MP3 MP2 MPG etc all music files This tab also includes two options Block Zip files containing prohibited content and Enable NTP Deep Scan Technology which enable the administrator to decide how thoroughly files are scanned for the policy See the following sections of this document for more detailed information on these features 5 Click OK to return to the New File Policy dialog box 6 Click the Directories tab Click the Add button and either type vol users or type the appropriate directory name followed by a backslash a
23. er container They will appear at the same level as the container Quota amp File Sentinel application as shown here NTP Software Smart Policy Manager T E Ki jol sl Eile Edit view Options Help S X we B E New Hampshire G New Hampshire Di Quota amp File Sentinel B 65 Cluster 1 ies Quota amp File Sentinel H E Node 1 E BR Node 2 H a Primary Server 1 object s aakmal lap Local Host Copyright 2009 by NTP Software All rights reserved Page 42 NTP Software Storage QFS Family of Products User Manual 8 Click the plus sign next to the QFS application you have just added to view the global cluster policies Create all policies within this application that will be applied to both nodes They will be propagated automatically to all nodes within the container In the following example the global 100MB policy is propagated The replicated policies are denoted by the green E on the icon within each node BEE File Edit View Options Help fa X et 2 E Galactic Gateway E ei New Hampshire D Users H H Quota amp File Sentinel CH Cluster 1 EI ER Quota amp File Sentinel E amp Disk Quota Policies 00MB Home Directory E amp File Control Policies GA File Management Policies CD Node 1 B Quota amp File Sentinel E B Disk Quota Policies CB 100MB Home Directory i File Control Policies File Management Policies E Server Directories E 8 Server Shares CO D Node 2 E Quota amp
24. g and drop the server onto the cluster container to move the server into the cluster hierarchy 4 Right click the cluster container and select New gt Quota amp File Sentinel Application from the pop up menu 5 To view the global cluster policies click the plus sign next to the QFS application you have just added NTP Software Smart Policy Manager TM ll x Eile Edit View Options Help S 8 X E Galactic Gateway Name type Status Description ee pew Hamps s G Cluster 1 Container E89 Quota amp File Sentinel EB Quota amp File Se QuotaSe Available Disk Quota Policies File Control Policies Ze File Management Policies CO Cluster 1 LB Node 1 2 object s Jaakmal lap Local Host Create all policies within this application that will be applied to both nodes They will be propagated down automatically to all nodes within the container Copyright 2009 by NTP Software All rights reserved Page 44 NTP Software Storage QFS Family of Products User Manual About NTP Software NTP Software is the worldwide leader in user focused policy based storage management We create platform independent products that enable companies to automatically control the compliance access quotas content and lifespan of their users stored files NTP Software solutions also gather the analysis and planning data necessary for both short and long term decision making providing everything necessary to active
25. ger hierarchy view the left pane click the plus sign adjacent to the name of the Windows based server on which you installed QFS Right click Quota amp File Sentinel under that entry and select Properties to open the QFS Configuration screen Click the NetApp Connector tab Click the Add button Enter the name of your filer and click OK Click OK in the NTP Software QFS Configuration screen Copyright 2009 by NTP Software All rights reserved Page 4 NTP Software Storage QFS Family of Products User Manual Preparing the EMC Celerra Note Refer to this section only if you have one or more EMC Celerras attached to your environment f you do not have EMC Celerras you should not apply the instructions specified in this section Preparing the QFS Windows Machine Follow the steps below to prepare the Windows machine to host QFS 1 Before installing NTP Software QFS you have to make sure that Celerra Event Enabler CEE version 4 2 or later is appropriately installed and configured in your environment Contact EMC for further information on this configuration 2 NTP Software QFS requires the EMC Celerra to run DART version 5 6 36 2 or later If your Celerra is not running version 5 6 36 2 or later you must upgrade your operating system before you proceed Refer to your EMC documentation for instructions 3 After installing the Celerra Event Enabler on the QFS machine you need to specify the software with which
26. ges WMV format files by extension e Microsoft Office files Microsoft Office applications store documents as OLE structured storage files known as compound files Microsoft Office recognizes Office files regardless of extension PST DOC XLS etc and they are all treated as the same file type This characteristic prevents QFS from being able to block PST files while allowing DOC files for example when DeepScan is enabled The DOC file is seen as the same file type as the blocked PST file and is also blocked If the administrator adds DOC to managed files QFS will also manage other Office files in the same manner e Text files When forming your file control strategy bear in mind that a VBS or BAT file is a text format file With DeepScan enabled QFS will manage them and similar text file extensions in the same manner as TXT files To enable NTP Software DeepScan follow these steps iP In the NTP Software Smart Policy Manager hierarchy view locate the filer or Celerra you added earlier If necessary click the plus sign adjacent to this entry to expand the tree Then click the plus sign next to Quota amp File Sentinel to expand the policy types 2 Expand the File Control Policies Then right click the desired file control policy and select Properties 3 Click the Criteria tab Check the Enable NTP Deep Scan Technology option to control how thoroughly files are scanned for the policy Copyright 2009 by NTP
27. gt Specifies the name of the command lt EASE hierarchy path gt An optional parameter that defines where in the EASE hierarchy the command will apply By default all commands apply to the local machine as it appears in the Smart Policy Manager hierarchy Example EASE My Organization My Site W2KCONN Quota amp File Sentinel lt command parameters gt A variable number of command specific parameters See the following reference section for details of the parameters for each command Example C OFS_CLI QfsCmd exe AddQuotaPolicy EASE My Organization My Site W2KCONN Quota amp File Sentinel cli_aqp_03 DIR Note When using the command line console with batch BAT files the percent sign if used must be doubled for example 90 3 The following sections provide a complete list of supported commands and parameters Quick Reference The following table briefly describes the commands for policy manipulation See the Command Reference for a complete alphabetical listing of all of the commands with parameters and descriptions Command Description AddQuotaPolicy Adds a new quota policy AddFileControlPolicy Adds a new file control policy AddFileRemovalPolicy Adds a new file removal policy RemovePolicy Removes a policy AddPolicyDescription Adds a description for a policy Copyright 2009 by NTP Software All rights reserved Page 22 NTP Software Storage
28. ify how thoroughly files are scanned for the policy End User Support Infrastructure EUSI NTP Software End User Support Infrastructure EUSI is an integrated component of NTP Software s QFS application EUSI contains several utilities to aid network administrators in informing users about what constitutes a quota violation and to assist users in fixing the problem To install End User Support Infrastructure insert the CD and select the installation option from the install interface Follow the prompts to install the various components e NTP Software QFS Email Templates Install these components on the same server as NTP Software QFS e NTP Software QFS HelpSite This collection of web pages describes what each quota policy violation means Its purpose is to help users understand why they were notified about a quota violation to reduce the amount of time administrators spend answering these simple questions e End User Support Infrastructure website This site allows users to see what policy they violated request policy changes and clean up their drives The NTP Software QFS HelpSite EUSI website and Storage Investigator components should be installed on an intranet web server The QFS Email Templates component should be installed on the server where NTP Software QFS is installed Three dialog boxes are of particular importance in the installation process e Virtual Directory When the QFS HelpSite and End User Suppor
29. ight click Quota amp File Sentinel under the main Windows server Click Properties on the pop up menu On the Email Configuration tab uncheck the box Inherit Email Configuration check the box Enable Email Notifications enter the correct information in each of the four text boxes as appropriate for your network and click OK Now let s move on to configuring Simple Network Management Protocol SNMP which helps in managing complex networks Click the SNMP Configuration tab Uncheck the box Inherit SNMP Configuration check the box Enable SNMP Messages enter the SNMP console IP address that will be used to monitor the network enter the community name and click OK Click the Event Options tab and uncheck the box Inherit Options Next we will configure the desired quota threshold and file management threshold events Quota thresholds post events when falling below thresholds when exceeding thresholds or both Check the desired settings in the Quota Threshold Events section of the dialog box File management thresholds post events for file management time remaining thresholds file deletion operations or both Check the desired settings in the File Management Threshold Events section of the dialog box Click the Security tab Uncheck the box Inherit Security and check the box Enable Security Click Add to choose the members or groups for which you want to apply security options In the Non Owner Permissions section of the dialog box
30. ile patterns lt patterns gt successfully removed from the policy lt policy gt or a text message describing the error encountered Remarks The policy name must be surrounded by double quotes if it contains a space It is very important that you specify the list enclosed in double quotes Note If you have only one user in the list you do not have to put a semicolon at the end RemoveOtherRecipients Removes other recipients from the recipient list Syntax RemoveOtherRecipients lt targetserver gt lt policy gt lt users gt Parameters Parameter Name Description targetserver Level of the policy Copyright 2009 by NTP Software All rights reserved Page 33 NTP Software Storage QFS Family of Products User Manual policy Name of the policy users List of user or group accounts separated by semicolons Result Other recipients lt users gt successfully removed from the policy lt policy gt or a text message describing the error encountered Remarks The policy name must be surrounded by double quotes if it contains a space It is very important that you specify the list enclosed in double quotes Note If you have only one user in the list you do not need to put a semicolon at the end RemovePolicy Removes a policy from the QFS configuration Syntax RemovePolicy lt targetserver gt lt policy gt Parameters Parameter Name Description targetserver Level of the po
31. least one email address to verify connectivity Then click Next Enter the SMTP gateway the SMTP domain and the email address to use for notifications Enter any password s required for your environment Click Test Mail Settings to verify that the information is correct Then click Next Click the Create a Local Policy button to see how to link the filer or Celerra to QFS Review the remaining information by clicking through the buttons in the lower half of the dialog box When finished click Close Note The NTP Software QFS for NAS Configuration Wizard is also available via the menu Click Start gt Programs gt NTP Software QFS for NAS gt NTP Software QFS for NAS Configuration Wizard Page 21 NTP Software Storage QFS Family of Products User Manual Command Line Interface NTP Software provides administrators with the option to perform user administration tasks through the command line interface The command line interface enables administrators to automate routine tasks within NTP Software QFS for Windows Utilizing the command line interface an administrator can write a series of commands in a batch file which can be scheduled to run at regular intervals With the batch file running the command line interface functions as if commands were being entered manually Usage The command line interface uses the following command structure QFSCMD lt command gt lt EASE hierarchy path gt lt command parameters gt lt command
32. licy policy Name of the policy Result Policy lt policy gt successfully removed or a text message describing the error encountered Remarks The policy name must be surrounded by double quotes if it contains a space RemoveTargetPath Removes one or more specific directories or share paths from the list of paths governed by the policy Syntax RemoveTargetPath lt targetserver gt lt policy gt lt path gt Parameters Parameter Name Description targetserver Level of the policy policy Name of the policy path List of folder paths separated by semicolons Copyright 2009 by NTP Software All rights reserved Page 34 NTP Software Storage QFS Family of Products User Manual Result Policy lt policy gt successfully removed or a text message describing the error encountered Remarks The target path s must be surrounded by double quotes if the path contains a space RemoveTargetUsers Removes a specific user or group from the list of users governed by the policy Syntax RemoveTargetUsers lt targetserver gt lt policy gt lt users gt Parameters Parameter Name Description targetserver Level of the policy policy Name of the policy users List of user or group accounts separated by semicolons Result Target users lt users gt successfully removed from the policy lt policy gt or a text message describing the error encountered Remarks The policy name must be surround
33. ly control all aspects of a user s relationship with local and shared storage NTP Software Professional Services For further assistance with NTP Software QFS or in creating a corporate storage management policy contact your NTP Software representative at 800 226 2755 or 603 622 4400 NTP Software Professional Services offers training and consulting services in support of the deployment and configuration of your storage resource management software NTP Software 20A Northwest Blvd 136 Nashua NH 03063 4066 Toll free 800 226 2755 International 1 603 622 4400 Website www ntpsoftware com Copyright 2009 by NTP Software All rights reserved Page 45
34. manage your filer They must be completed before you try to configure QFS Later in this document we will register a file policy server with the filer No further filer administration is required Note Data ONTAP versions 7 0 6 and 7 2 2 contain a number of fixes that address stability and memory issues related to fpolicy functionality in Data ONTAP For NetApp filers NetApp strongly recommends that customers using fpolicy move to one of these Data ONTAP versions or higher The Data ONTAP 7 1 release family is currently not supported with Fpolicy Copyright 2009 by NTP Software All rights reserved Page 3 NTP Software Storage QFS Family of Products User Manual Adding Your Filer to the QFS Policy Hierarchy Next you need to add your filer to the collection of servers being managed by QFS 1 Run QFS Admin by clicking Start gt Programs gt NTP Software QFS for NAS gt NTP Software QFS for NAS Admin Right click My Site and choose New gt Filer You will be prompted to enter a name The name you enter here must match the name of your NetApp or IBM filer Now that you have added your filer to the collection of servers recognized by QFS right click the filer you just added and select New gt Quota File amp Sentinel Application Entries will appear under the filer for Disk Quota and File Control policies Next we need to associate the policies you will create here with a filer In the NTP Software Smart Policy Mana
35. mily of Products User Manual NTP Software DeepScan A powerful feature of NTP Software QFS is NTP Software DeepScan This technology allows the administrator to specify whether to use the default scan for file extensions or scan more deeply for header information to determine the true nature of a file Before selecting Enable Deep Scan Technology on the Criteria tab in the New File Policy dialog box it is important that you understand how this function will affect your data and user community NTP Software DeepScan uses file header information to determine the type of file Even if the file Sunshine on My Shoulder mp3 is renamed Sunshine on My Shoulder txt it will be seen and controlled as an audio MP3 file Likewise Lion jog may be renamed to Lion txt but it still will be seen and controlled as a JPG file DeepScan does this by looking at the file type A JPG file is in JPEG image format so it will not matter whether the file has the extension JPG JPEG or TXT Note The file types detected by the NTP Software DeepScan technology are EXE AVI GIF JPEG MPEG audio MS office text Unicode and ANSI TIFF WAN and ZIP Some notable items regarding the DeepScan operation e Windows Media Video WMV Due to proprietary information unreleased by Microsoft QFS cannot determine this type of file with DeepScan It is not included when you select the Common Video Files option Even with DeepScan disabled however QFS mana
36. nd asterisk 7 Click the Control Options tab Since our policy is to prevent the creation of these files select the radio button labeled Always Deny under the options Open for Read Open for Write and Create New By default user accounts with Administrator privileges are exempt from any policy you create If you want to change this setting click the Exempt Users and Groups tab select the Administrators entry and click Remove 8 Click OK to save this policy Copyright 2009 by NTP Software All rights reserved Page 10 NTP Software Storage QFS Family of Products User Manual Creating File Management Policies This section walks you through creating a file management policy Your company may have a corporate policy that allows your employees to store files in a central or shared location As an administrator you are responsible for maintaining the data stored in this location which includes deleting old or obsolete data Let s create a file management policy that automatically manages aged files 1 6 In the NTP Software Smart Policy Manager hierarchy view locate the server filer Celerra you added earlier If necessary click the plus sign adjacent to this entry to expand the tree Then click the plus sign next to Quota amp File Sentinel to expand the policy types Right click File Management Policy and select New gt Folder Policy Using Directories The New File Policy dialog box opens Give your poli
37. ne Smart Policy Manager has the flexibility you need to make using NTP Software QFS simple Once you have laid out your management structure Smart Policy Manager provides policy replication throughout your enterprise It allows machines to access the policies in their containers and inherit policies from all levels above that point in your hierarchy You no longer need to configure and manage the machines on your network one by one As you start to configure the software you have installed begin with the top level container under the root organization in the following example My Site This is the Global Network configuration whose container we created at installation NTP Software Smart Policy Manager TM Pie File Edit Yiew Options Help el A Fs X E t T ES My Organization E G My site e EGloqucta amp File Se QuotaSe Available NTP Software 9 13 08 20 54 49 H Quota amp File Sentinel zo ZEN Disk Quota Policies E File Control Policies File Management Policies Server Directories F H A Server Shares ZB QFS_cIFS 1 object s WINZK3 M_72WIN2 Local Ho Num Copyright 2009 by NTP Software All rights reserved Page 2 NTP Software Storage QFS Family of Products User Manual Preparing NetApp Filers or IBM N Series Filers Note Refer to this section only if you have NetApp filers or IBM N Series filers attached to your environment f you do not have NetApp or IBM N Se
38. of the file removal policy to add type DIR Directory policy SHARE Share policy Result File removal policy lt policy gt successfully added or a text message describing the error encountered Copyright 2009 by NTP Software All rights reserved Page 25 NTP Software Storage QFS Family of Products User Manual Remarks The new policy is created at the level specified by the first parameter If targetserver is left blank the policy is created under the local server s NTP Software QFS application level The policy name must be surrounded by double quotes if it contains a space AddOtherRecipients Adds other recipients to the recipient list Syntax AddOtherRecipients lt targetserver gt lt policy gt lt users gt Parameters Parameter Name Description targetserver Level of the policy policy Name of the policy users List of user or group accounts separated by semicolons Result Recipients lt users gt successfully added to the policy lt policy gt or a text message describing the error encountered Remarks The policy name must be surrounded by double quotes if it contains a space It is very important that you specify the list enclosed in double quotes Note If you have only one user in the list you do not need to put a semicolon at the end AddOtherRecipientThreshold Adds a quota threshold for other recipients Syntax AddOtherRecipientThreshold lt targetserver gt lt polic
39. onfigured QFS for email earlier select the checkbox for email to the triggering user The Messages tabs let you customize the text of the messages that will be sent The Threshold Commands tab allows you to specify a program script or batch BAT file that will run when the threshold is reached After you have chosen the appropriate settings for email and messages click OK to return to the New Policy dialog box Click the Directories tab Click the Add button and type lt physical path of the Celerra subdirectory gt or type the appropriate directory name followed by a backslash and asterisk Note By default this quota applies to all users You can verify this fact by clicking the Managed Users and Groups tab Administrators Backup Operators Replicator and the System account are exempt from quotas You can verify this fact by clicking the Exempt Users and Groups tab To change this setting select the appropriate entry and click Remove Click OK to close the New Policy dialog box QFS will create the new quota directory policy which will be inherited by all systems from this point down in your hierarchy Creating File Screening Policies This section shows you how to create a file screening policy Perhaps your company has a corporate policy that forbids downloading music files from the Internet To help the staff comply with this policy let s create a file screening policy that prohibits creating music files on the serv
40. ormat for email messages SetSmtpConfiguration Sets SMTP configuration parameters SetFileRemovalCriteria Sets the lifetime for a file removal policy SetQuotaDenyWriteLevel Sets the level at which a quota denies file writes Copyright 2009 by NTP Software All rights reserved Page 23 NTP Software Storage QFS Family of Products User Manual Command Reference AddExemptUsers Adds a specific user or list of users to the policy s exempt user list Syntax AddExemptUsers lt targetserver gt lt policy gt lt account gt Parameters Parameter Name Description targetserver Level of the policy policy Name of the policy users List of user or group accounts separated by semicolons Result Exempt users lt users gt successfully added to the policy lt policy gt or a text message describing the error encountered Remarks The policy name must be surrounded by double quotes if it contains a space It is very important that you specify the list enclosed in double quotes Note If you have only one user in the list you do not need to put a semicolon at the end AddFileControlPolicy Creates a new file control policy and adds it to the QFS configuration Syntax AddFileControlPolicy lt targetserver gt lt policy gt lt type gt Parameters Parameter Name Description targetserver Level of the policy policy Name of the file control policy to add type DIR
41. ota 100 No Email Email Email Message Format C Plain Text HTML Add Remove Properties Copy OK Cancel Apply Help Lok Select HTML as the message format and then click the Properties button 4 In the Threshold Properties dialog box you can customize messages for each type of recipient For this example we only want to send email to the user who triggered the quota In the Send to Triggering User section of the dialog box select Email as the notification method 5 Click the Triggering User Messages tab Triggering User Messages Threshold Commands General Other Recipient Messages Owner Messages General Other Recipient Messages 1 Owner Messages Triggering Uset Messages Threshold Commands Threshold Setting Below Threshold Message Email Subject Percent of Quota Ce Deny Write Threshold Fell Below a Quota Sentinel Threshold Quota Limit Threshold 100 Overdraft Threshold Email Text lt email message is formatted as plain text gt Edit Text Clear Notification Messages to send when threshold is reached Popup Text Send to Other Recipients Send to Triggering User You have gone below T of your ZLMB quota for P on server 5 F Email I Email T User Name P I Send Reminders See Above or Wiite Denied Threshold Message I User Name Popup Email Subject Sendo Dwie Picante Nees Cane Went Over a Quota Sentinel Threshold T Email Email Text I User Name Popup lt email message is fo
42. ota tab select Absolute Quota Limit enter 50 MB as the limit click Deny Writes at 100 of quota and leave Overdraft unchecked for this example Note In a production environment it is a best practice to implement a 10 overdraft Click the Thresholds tab to view the thresholds for this quota policy Notice that one threshold is already set up At Quota 100 Adding more thresholds is as simple as clicking Add and filling in the percentage information for that threshold As space is consumed these thresholds serve as triggers for various actions Each threshold can send email or pop up messages to the triggering user the NTFS owner of the file and or to any other group or individual network administrators the Help Desk and so on A threshold can also run a third party process for example running a virus scan on the file in question or starting an archive to tape QFS lets you create up to 200 threshold levels for each policy Common choices for additional levels are 75 85 and 95 As users hit each of these levels you can customize your messages to suggest that users delete some files or contact the Help Desk and request a quota increase before their ability to save new documents runs out It is also possible to integrate QFS with your intranet or automated workflow and process the limit increase automatically Double click the At Quota 100 threshold The Threshold Properties dialog box for that threshold level appears If you c
43. otes if it contains a space The threshold value should be greater than 0 Enclose all messaging parameters in double quotes It is very important that you specify all the parameters for messages If you do not want to set any particular message specify an empty value enclosed in double quotes AddPolicyDescription Adds a description to a given policy Syntax AddPolicyDescription lt targetserver gt lt policy gt lt description gt Parameters Parameter Name Description targetserver Level of the policy policy Name of the policy description Description to be assigned to the policy Result Policy description lt description gt successfully added to policy lt policy gt or a text message describing the error encountered Remarks The policy name must be surrounded by double quotes if it contains a space AddQuotaPolicy Creates a new quota policy and adds it to the QFS configuration Syntax AddQuotaPolicy lt targetserver gt lt policy gt lt type gt Parameters Parameter Name Description targetserver Level of the policy Copyright 2009 by NTP Software All rights reserved Page 28 NTP Software Storage QFS Family of Products User Manual policy Name of the quota policy to add type DIR Directory policy SHARE Share policy Result Quota policy lt policy gt successfully added or a text message describing the error encountered Remarks The new polic
44. ries filers you should not apply the instructions specified in this section Enabling the fpolicy Management Service NetApp Filers NTP Software QFS requires NetApp filers to run Data ONTAP version 6 5 or later If your filer is running a version prior to 6 5 you must upgrade your operating system before you proceed Please refer to your Network Appliance documentation for instructions Although QFS does not install any components on the NetApp filer you will need to enable the Data ONTAP fpolicy management service e Data ONTAP versions 7 0 6 and 7 2 2 contain a number of fixes that address stability and memory issues related to fpolicy functionality in Data ONTAP NetApp strongly recommends that customers using fpolicy move to one of these Data ONTAP versions or higher e The Data ONTAP 7 1 release family is currently not supported by fpolicy e For more information on NetApp filers consult NetApp Customer Support Bulletin CSB 0704 02 Fpolicy Update for Data ONTAP Follow these steps to enable the Data ONTAP fpolicy management service 1 Log into the NetApp filer with an account that has administrative privileges 2 At the prompt enter the following command fpolicy create NTPSoftware_QFS screen 3 Enter the following command fpolicy enable NTPSoftware_QOFS 4 To verify that CIFS file policies are now enabled enter the following command fpolicy These steps create the configuration that allows QFS to register with and
45. rmatted as plain text gt _Edit Text Cal Popup Text You have reached T of your ZLMB quota for P on server S ok Cancel Hee ok Cancel Help 6 In the section Above or Write Denied Threshold Message click the Edit Text button to open a text editor In the text editor choose File gt New to remove all existing text 7 Choose Insert gt File Browse to the directory where the End User Support Infrastructure website was installed and open the file OverQuota htm Copyright 2009 by NTP Software All rights reserved Page 16 NTP Software Storage QFS Family of Products User Manual Timex New Homan l M i el zilnlenl E l sll eal v elen Look in E EndUserSupportwebSite t rr ES Images OverQuota htm mail BelowThreshold htm FileBlocked htm FileRemoval htm E Fonter bm File name bim Open Files of type HTML Documents TC bien EN Cancel 8 Click File Save amp Close Click OK as needed to exit the dialog boxes Now when a user goes over quota he or she will receive an email message explaining that the quota limit has been reached on that server Copyright 2009 by NTP Software All rights reserved Page 17 NTP Software Storage QFS Family of Products User Manual Specifying a File Control Message 1 After creating a file control directory policy click the Control Options tab in the New File Control Directory Policy dialog box
46. rra Directories to view a list of the mount path s of the file system s that can be accessed through the CIFS Server Note You can view that feature if you have an EMC Celerra attached to the Quota amp File Sentinel application Copyright 2009 by NTP Software All rights reserved Page 11 NTP Software Storage QFS Family of Products User Manual Viewing Shares This section shows how you can view all the shared directories located on a certain server filer or Celerra 1 In the NTP Software Smart Policy Manager hierarchy view locate the server filer or Celerra with shared directories you want to view If necessary click the plus sign adjacent to this entry to expand the tree 2 Click the plus sign next to Quota amp File Sentinel a For the Windows server click the plus sign next to Server Shares to view the shared folders located on that server b For the filer click the plus sign next to Filer Directories to view the volumes located on that filer Note You can view that feature if you have a NetApp or IBM N Series filer attached to the Quota amp File Sentinel application c For the Celerra click the plus sign next to Celerra Shares to view the shared folders located on that CIFS Server Note You can view that feature if you have an EMC Celerra attached to the Quota amp File Sentinel application Copyright 2009 by NTP Software All rights reserved Page 12 NTP Software Storage QFS Fa
47. s to an email server is required To install QFS on Windows a login with administrator rights is needed You will be installing three different services the NTP Software Smart Policy Manager service the QFS Service and the NAS Connector Service The NTP Software Smart Policy Manager service should be installed with a domain user account as its service account so that it can communicate with your mail system and other storage servers with which it may share policies The QFS service requires a domain user account with local administrative rights on the filer or EMC Celerra The NAS Connector Service uses this account as well Your hardware should be appropriate for the services running on each machine Copyright 2009 by NTP Software All rights reserved Page 1 NTP Software Storage QFS Family of Products User Manual Overview of Smart Policy Manager The first step in using NTP Software QFS is to lay out your strategy for quota policies and file control policies Before doing this though let s look at our underlying policy based rules engine Smart Policy Manager Smart Policy Manager allows you to organize your storage resource management policies in a way that is a unique fit to your organization If you manage by geography or administrative unit you can use that plan If you manage by class of machine that approach works just as well Often companies use a mixed mode perhaps geography department and type of machi
48. t File Browse to the directory where the End User Support Infrastructure website was installed and open the file FileBlocked htm Copyright 2009 by NTP Software All rights reserved Page 18 NTP Software Storage QFS Family of Products User Manual Times New Roman zf d Bl7 u le slsieieel es l lo Look in Oo EndUserSupportwebS ite e Images overQuota htm mail BelowThreshold htm FileBlocked htm FileRemoval htm Footer htm File name FileBlocked htm Open Files of type HTML Documents htm EN Cancel 7 Click File Save amp Close 8 Click OK as needed to exit the dialog boxes Now when a user tries to copy a blocked file he or she will receive an email message NTP Software QFS HelpSite The NTP Software QFS HelpSite provides web pages that answer the most basic questions about QFS policies and violations The idea is to take this burden away from the network administrator and put the information in one central place The QFS Email Templates contain links to the QFS HelpSite so that when a user triggers a QFS policy he or she can quickly obtain information about the policy and how to fix the problem The QFS HelpSite should be installed on a local web server The installation process takes care of creating the virtual directory within IIS End User Support Infrastructure Website This website contains pages that allow the user to do the following
49. t Infrastructure website are installed on a web server the installation creates virtual directories By default the directories are named HelpSite and EndUserSupportWebSite You can change these default names in the Virtual Directory dialog box Copyright 2009 by NTP Software All rights reserved Page 14 NTP Software Storage QFS Family of Products User Manual Hosting URL Use this dialog box to specify the URL of the web server that hosts the QFS HelpSite and End User Support Infrastructure website For example use the following addresses http 10 10 2 40 http intranetserver This address is used by the QFS Email Templates component to access the websites E mail Options In this dialog box the Recipient is the mailbox to which quota change requests should be sent One feature of the End User Support Infrastructure website is the capability for users to email requests for quota policy changes The SMTP server is the address of the email server to use NTP Software QFS Email Templates NTP Software QFS Email Templates are preformatted HTML email messages that can be imported easily into NTP Software QFS The following email templates are provided BelowThreshold Indicates that the user has gone below quota and is now allowed to save things to the share name again FileBlocked Indicates that a particular file was blocked from being stored ona network share This message might indicate a prohibited extension such as MP
50. the CEE will register To do this set ntp for the following key HKEY_LOCAL_MACHINE SOFTWARE EMC Celerra Event Enabler CEPP CQM Configuration EndPoint Preparing the EMC Celerra for QFS Management For any Celerra that will be managed by QFS once the server is started and has mounted its root filesystem go to the etc directory and create the cepp conf file if it does not exist You have to edit this file to include your CEPP pool description Note The cepp conf file must contain at least one line defining the pool of CEPP servers If the line is too long you can add at the end of each line pool name lt poolname gt servers lt IP addri gt lt IP addr2 gt preevents lt event1 gt lt event2 gt postevents lt event3 gt lt event4 gt posterrevents lt event5 gt lt event6 gt option ignore or denied reqtimeout lt time out in ms gt retrytimeout lt time out in ms gt Copyright 2009 by NTP Software All rights reserved Page 5 NTP Software Storage QFS Family of Products User Manual Notes e Each event can include one or more or all of the following events o OpenFileNoAccess OpenFileRead OpenFileWrite CreateFile CreateDir DeleteFile DeleteDir CloseModified CloseUnmodified RenameFile RenameDir SetAclFile o SetAclIDir e Postevents and posterrevents are not supported in QFS We recommend turning them off to improve performance Dropping those two fields from
51. tion click Finish 7 The new server appears in the tree view of your Smart Policy Manager hierarchy Right click the new target server and select New gt NTP Software QFS to push remotely install QFS to the target server 8 In the New Application dialog box enter any desired comments in the description field then click OK 9 When the confirmation message appears select Yes to begin the installation 10 You will be asked to choose the drive that should be used on the remote machine In general you should make the same choice as in step 4 11 The component selection dialog box appears Choose the appropriate setting and click Next Note When you push the Admin components they are delivered to the target system but not installed in the program menu However they still exist in Add Remove Programs Fill in the service account information as you did in step 5 and then click Finish 12 When the success message appears click OK You should see the new QFS application in the left pane as an application under the target server to which you just pushed remotely installed it Copyright 2009 by NTP Software All rights reserved Page 20 NTP Software Storage QFS Family of Products User Manual QFS Admin Reports NTP Software QFS has several reporting options for your convenience We will briefly discuss and demonstrate each option so that you can evaluate them QFS comes installed with a built in reporting mo
52. to set any particular message specify an empty value enclosed in double quotes AddOwnerThreshold Adds a quota threshold for the owner of a file Syntax AddOwnerThreshold lt targetserver gt lt policy gt lt thresholdvalue gt lt thresholdtype gt lt abovesubject gt lt abovemessage gt lt aboveemail gt lt belowsubject gt lt belowmessage gt lt belowemail gt Parameters Parameter Name targetserver policy thresholdvalue thresholdtype abovesubject abovemessage aboveemail belowsubject Description Level of the policy Name of the policy Threshold value at which the threshold will be triggered Email notification Username pop up Subject of notification message showing user has reached threshold Body of notification message showing user has reaches threshold Body of email notification message showing user has reached threshold Subject of notification message showing user has gone below threshold Copyright 2009 by NTP Software All rights reserved Page 27 NTP Software Storage QFS Family of Products User Manual belowmessage Body of notification message showing user has gone below threshold belowemail Body of email notification message showing user has gone below threshold Result Owner threshold successfully added to the policy lt policy gt or a text message describing the error encountered Remarks The policy name must be surrounded by double qu
53. to the policy lt policy gt or a text message describing the error encountered Remarks The policy name must be surrounded by double quotes if it contains a space The threshold value should be greater than 0 Enclose all messaging parameters in double quotes It is very important that you specify all the parameters for messages If you do not want to set any particular message specify an empty value enclosed in double quotes AddTargetPath Adds one or more specific directories or share paths to the list of paths governed by the policy Syntax AddTargetPath lt targetserver gt lt policy gt lt path gt Parameters Parameter Name Description targetserver Level of the policy policy Name of the policy path List of folder paths separated by semicolons Result Target path lt path gt successfully added to the target path lt path gt or a text message describing the error encountered Remarks The target path s must be surrounded by double quotes if the path contains a space AddTargetUsers Adds a specific user or group to the list of users governed by the policy Syntax AddTargetUsers lt targetserver gt lt policy gt lt users gt Parameters Parameter Name Description targetserver Level of the policy policy Name of the policy users List of user or group accounts separated by semicolons Copyright 2009 by NTP Software All rights reserved Page 30 NTP Software Storage QFS
54. tware All rights reserved Doc 5895EF NTP Software Storage QFS Family of Products User Manual Introduction Thank you for your interest in NTP Software QFS Family of Products NTP Software QFS controls storage for millions of users worldwide NTP Software QFS Family of Products extends our best of breed technology allowing you to manage Windows and NAS hosted storage as a seamless whole Given the architecture of your NetApp filer IBM N Series filer or EMC Celerra NTP Software QFS does its job remotely Part of the QFS Family of Products NTP Software QFS uses a connector service to create a bridge and include filers Celerras as full participants in storage environments controlled by QFS In light of this fact you will need to install the NAS EMC connector on one of the Windows 2000 or 2003 machines in your environment This may be an existing server or workstation or a standalone system To be managed by QFS version 6 5 or later of the Data ONTAP operating system for filers or version 5 6 36 2 or later of the DART operating system for Celerras is required NTP Software QFS Family of Products can be used to manage filers Celerras filer clusters and Celerra clusters or any combination of these systems QFS imposes no restrictions on how you organize or manage your storage You can impose policies on individual directories users and or groups of users Note If you want to use email based messaging and notifications acces
55. uble quotes if it contains a space SetEmailMessageFormat Specifies the format of the threshold email message Syntax SetEmailMessageFormat lt targetserver gt lt policy gt lt format gt Parameters Parameter Name Description targetserver Level of the policy policy Name of the policy flag 0 Plaintext format 1 Rich text format Result Email message format successfully set to lt format gt or a text message describing the error encountered Copyright 2009 by NTP Software All rights reserved Page 36 NTP Software Storage QFS Family of Products User Manual Remarks None SetFileControlOptions Sets the control options for a file control policy Syntax SetFileControlOptions lt targetserver gt lt policy gt lt rwoption gt lt croption gt Parameters Parameter Name Description targetserver Level of the policy policy Name of the policy rwoption Option for the read write flag 0 Allow read write 1 Log event for read write 2 Deny read write croption Option for the file creation flag 0 Allow create 1 Log event for create 2 Deny file creation Result File control options successfully set for the policy lt policy gt or a text message describing the error encountered Remarks The policy name must be surrounded by double quotes if it contains a space SetFileRemovalCriteria Sets criteria for a file removal policy S
56. un the control For more information on configuring Storage Investigator see NTP Software Storage Investigator Parameters Reference D 5073EF For more information on using Storage Investigator see NTP Software Storage Investigator User Guide ID 5071EF Pushing NTP Software QFS to Additional Machines A new system is installed in two steps First the system needs to be in your Smart Policy Manager hierarchy which means installing Smart Policy Manager on the target machine if it is not already there for another application Then NTP Software QFS is installed Pushing Smart Policy Manager to Another System 1 In the left pane right click the container Global Network and select New gt Server from the pop up menu 2 In the New Server dialog box enter the name of the destination server where you want QFS to be installed Click OK 3 A message box warns you that the remote computer does not have Smart Policy Manager installed Click Yes to install Smart Policy Manager on the remote computer The installation begins 4 When you are prompted for the drive on the target machine where you want Smart Policy Manager to be installed select the correct drive C in most cases and click Next 5 When prompted for a Smart Policy Manager service account and password enter the appropriate information for your network Select the login domain from the drop down list and enter the account When you have entered all the required informa
57. y gt lt thresholdvalue gt lt thresholdtype gt lt abovesubject gt lt abovemessage gt lt aboveemail gt lt belowsubject gt lt belowmessage gt lt belowemail gt Parameters Parameter Name Description targetserver Level of the policy policy Name of the policy thresholdvalue Threshold value at which the threshold will be triggered thresholdtype Email notification Username pop up Copyright 2009 by NTP Software All rights reserved Page 26 NTP Software Storage QFS Family of Products User Manual abovesubject Subject of notification message showing user has reached threshold abovemessage Body of notification message showing user has reaches threshold aboveemail Body of email notification message showing user has reached threshold belowsubject Subject of notification message showing user has gone below threshold belowmessage Body of notification message showing user has gone below threshold belowemail Body of email notification message showing user has gone below threshold Result Other recipient threshold added to the policy lt policy gt or a text message describing the error encountered Remarks The policy name must be surrounded by double quotes if it contains a space The threshold value should be greater than 0 Enclose all messaging parameters in double quotes It is very important that you specify all the parameters for messages If you do not want
58. y is created at the level specified by the first parameter If targetserver is left blank the policy is created under the local server s NTP Software QFS application level The policy name must be surrounded by double quotes if it contains a space AddRecipientThreshold Adds a recipient threshold for the given policy Syntax AddRecipientThreshold lt targetserver gt lt policy gt lt thresholdvalue gt lt thresholdtype gt lt abovesubject gt lt abovemessage gt lt aboveemail gt lt belowsubject gt lt belowmessage gt lt belowemail gt Parameters Parameter Name Description targetserver Level of the policy policy Name of the policy thresholdvalue Threshold value at which the threshold will be triggered kgstcetees Email notification Username pop up abovesubject Subject of notification message showing user has reached threshold abovemessage Body of notification message showing user has reached threshold aboveemail Body of email notification message showing user has reached threshold belowsubject Subject of notification message showing user has gone below threshold belowmessage Body of notification message showing user has gone below threshold belowemail Body of email notification message showing user has gone below threshold Copyright 2009 by NTP Software All rights reserved Page 29 NTP Software Storage QFS Family of Products User Manual Result Recipient threshold successfully added
59. y or a text message describing the error encountered Copyright 2009 by NTP Software All rights reserved Page 39 NTP Software Storage QFS Family of Products User Manual Remarks None Copyright 2009 by NTP Software All rights reserved Page 40 NTP Software Storage QFS Family of Products User Manual Appendix Installing QFS in Clustered Environments Notes e QFS requires a manual setup by an administrator for clustered environments The Connector service can be started on the servers on which QFS was installed however in the QFS user interface the filer or Celerra is assigned to only one server node and must be reassigned manually from a previously assigned node A filer or Celerra cannot communicate with more than one QFS server at a time Installing QFS in Clustered Environments Follow these steps d Install NTP Software QFS on a server as described in NTP Software QFS for NAS EMC Edition Quick Start Guide ID 6051EF After QFS is installed successfully open QFS to find the global container in this example Galactic Gateway at the top of the hierarchy Click the plus sign to expand the container Click the plus sign to expand your site container in this example New Hampshire in the second tier of the hierarchy Notice the installation server in this example Primary Server in the third tier of the hierarchy The QFS application is also in the third tier NTP Software Smart Policy M
60. yntax SetFileRemovalCriteria lt targetserver gt lt policy gt lt durationtype gt lt duration gt lt deletepreexisting gt Parameters Parameter Name Description targetserver Level of the policy policy Name of the policy Copyright 2009 by NTP Software All rights reserved Page 37 NTP Software Storage QFS Family of Products User Manual durationtype 0 Hours 1 Days 2 Weeks 3 Months duration Duration value Should be greater than 0 and less than 65535 deletepreexisting 0 Do not delete existing files 1 Delete existing files Result File removal criteria successfully set for the policy lt policy gt or a text message describing the error encountered Remarks The policy name must be surrounded by double quotes if it contains a space SetQuotaDenyWriteLevel Sets the level at which writes will be denied Syntax SetQuotaDenyWriteLevel lt targetserver gt lt policy gt lt level gt Parameters Parameter Name Description targetserver Level of the policy policy Name of the policy level Percentage level at which to deny writes Must be between 0 and 200 Result Quota Deny Write Level for policy lt policy gt successfully set to lt level gt or a text message describing the error encountered Remarks The policy name must be surrounded by double quotes if it contains a space SetQuotaLimit Sets the quota limit for th

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