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

The Basics of Windows Server 2008 FSRM (File Server Resource Manager)
josebda 20 Aug 2008 1:11 PM 3

Overview

FSRM (File Server Resource Manager) is a service of the File Services role in
Windows Server 2008. You can use FSRM to enhance your ability to manage
and monitor storage activities on your file server.

The main capabilities of FSRM include:

Folder Quotas
File Screening
Storage Reports
Event Log Integration
E-mail Notifications
Automated Scripts

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

Limit the size of a folder to 2GB and log an event when the Quota limit
is reached.
E-mail an administrator whenever a specific folder reaches 85% of its
specified Quota.
Create a File Screen to prevent users from saving of video/audio files
to a share and send notifications when users attempt to do that.
Schedule and publish a periodic storage reports that shows how much
space is being used by each user.
Generate an instant storage reports to list the largest files on a share.
Automatically execute a script when a folder size exceeds 500 MB to
clean up stale data in the folder.

FSRM was introduced with Windows Server 2003 R2, but it remains as one of
those hidden gems in Windows Server that delight people that discover it.
It’s also important to note that FSRM fully supports Windows Server 2008
Failover Clustering.

Read along to get all the details and be sure to spread the good news to all
your fellow file server administrators.

How to install FSRM

“File Server Resource Manager” is one of the role services of the “File
Services” role.

To install it, open the “Server Manager” tool on your file server, right-click
the File Server node on the tree and select “Add Role Services”. The “Add
Role Services” wizard will start, as shown below:

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Check the “File Server Resource Manager” box and click “Next”. You will then
select the NTFS volumes you want to monitor:

Click on “Options” to see additional options for reports:

The screen above shows the standard configuration for a volume, along with
the reports that are generated when that threshold is reached

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the reports that are generated when that threshold is reached.

Select the reports you want, click “OK” to close that window, then click “Next’
to continue. This last window before the confirmation lets you specify the
folder where the reports are saved and also the e-mail reporting details:

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

Keep in mind that you can decide not to add any volumes during this install
phase and add them later, after FSRM is already installed.

File Server Resource Manager MMC

Once the FSRM Role Service is properly configured, you will have an
additional item under the “Administrative Tools” menu.

Click on “Administrative Tools” and select “File Server Resource Manager to


launch the FSRM MMC (Microsoft Management Console). See the screenshot
below, with all the nodes of the tree expanded:

We’ll now examine the individual features exposed by this MMC

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We ll now examine the individual features exposed by this MMC.

Quota Management

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

FSRM can implement both hard Quotas (that actually prevent the users from
adding more files, as if the disk were full) and soft Quotas (which only
generate events and warnings).

You can see the Quotas in the screen below (“Quotas” node under “Quota
Management”):

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

To add more Quota restrictions, click on the “Create Quota…” action (on the
Actions pane on the right):

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Quotas are always placed on a folder. You have the choice of basing your
Quota on a template or defining a custom one. FSRM ships with a series of
sample Quota templates that you can adapt to your needs.

If you click on “Custom Properties”, you can provide many details, as shown
below:

In addition to specifying the space limit (hard or soft), you can also create
different thresholds, with different actions. The sample above sends e-mail
alerts at 85%/95%/100% and logs events at 95%/100%. If you click on the
“Add…” button, you can see the configuration options for each threshold.

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


which is shown on the screen below. If you are skilled with scripting, you can
use this ability to perform a number of sophisticated tasks.

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Instead of specifying custom Quotas folder by folder, you can use standard
FSRM Quota templates or define your own templates.

The screen below shows the default templates and also shows the “Create
Quota Template…” action on the right:

The power of Quota Templates becomes much more obvious when you use
the option to “Auto apply template” while creating a Quota:

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This option requires that you select a template (not a custom Quota). A
Quota is created based on that template for all folders under the specified
path.

Every time you add another subfolder to that folder, the template is
automatically used to create another Quota for it. This allows you much
simpler configuration for certain folder structures like web sites, project
folders, etc.

File Screening Management

File Screening helps you restrict and/or monitor which file extensions can be
used on your file server. FSRM can provide both active screening (block file
with certain extensions) or passive screening (monitor file extensions without
blocking).

File extensions can also be combined in “File Groups” like “Image Files” and
“Audio and Video Files”:

You can see the existing File Screens in the “File Screens” node under “File
Screening Management”. None are defined by default.

To add a File Screen, click on the “Create File Screen…” action (on the Actions
pane on the right):

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As with Quotas, FSRM supplies some predefined File Screen Templates. You
can also opt to define your own File Screening properties, as shown below:

Once you click on “Custom Properties”, you will see the window below:

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The basic properties include the path to monitor, the type of monitoring
(active or passive), the file groups to block/monitor and the specific actions
to take (e-mail, event log, command or report).

You will probably want to use a template to define your File Screening. Below
is the list of pre-defined templates included with FSRM:

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

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

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

Storage Reports Management

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


associated with File Server Management to make your life simpler when
managing your file server. Those reports include Files by Group, Files by
Owner, Large Files, Most Recently Accessed Files and Duplicate Files, just to
mention a few (see screen below).

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


or File Screen. They can also be generated in different formats (see options
on the screen below) and are delivered to a folder defined when you installed
the role service.

That folder can also be updated in the FSRM configuration:

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

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

Conclusion

I hope this blog post has helped you understand the enhanced abilities of the
File Services role on Windows Server 2008 after you add FSRM as a role
service.

After experimenting with this tool for a while, most administrators agree that
this is a simple and useful extension to your file server management toolbox.

Additional Information

For additional information on FSRM, check the following links:

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


2008
http://technet2.microsoft.com/windowsserver2008/en/library/33fcd74b-
640c-458b-b81b-1014bd0be2321033.mspx?mfr=true

File Server Resource Manager troubleshooting information


http://technet2.microsoft.com/windowsserver2008/en/library/c23c92a7-
c4f9-4a59-a80d-d0a2c9bb67551033.mspx?mfr=true

Using FSRM Folder Quotas with FTP


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

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