Microsoft Virtual Academy

Module 9
Optimizing File Services

Module Overview
Overview of FSRM
Using FSRM to Manage Quotas, File Screens, and Storage
Reports
Implementing Classification and File Management Tasks
Overview of DFS
Configuring DFS Namespaces
Configuring and Troubleshooting DFS Replication

Overview of FSRM

Lesson 1: Overview of FSRM

Understanding Capacity Management Challenges
What Is FSRM?
Demonstration: How to Install and Configure FSRM

Understanding Capacity Management Challenges

Capacity management challenges include:
Determining

existing storage use

Establishing and enforcing storage use with policies
Anticipating future requirements
Address capacity management challenges by:
Analyzing

how storage is used

Defining storage resource management policies
Implementing policies to manage storage growth
Implementing a system for reporting and monitoring

What Is FSRM?
FSRM enables the following functionality:
Storage

quota management
File screening management
Storage reports management
Classification management
File management tasks

Demonstration: How to Install and Configure FSRM

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

Using FSRM to Manage Quotas, File Screens, and

Storage Reports

Lesson 2: Using FSRM to Manage Quotas, File Screens,

and Storage Reports
What Is Quota Management?
What Are Quota Templates?
Monitoring Quota Usage
What Is File Screening Management?
What Are File Groups?
What Are a File Screen Templates and File Screen
Exceptions?
What Are Storage Reports?
What Is a Report Task?
Demonstration: Using FSRM to Manage Quotas and File

What Is Quota Management?

Use quota management to limit disk space usage and

provide notifications when thresholds are reached

Quota notifications can do any of the following:
Send

email notifications
Log an event in Event Viewer
Run a command or script
Generate storage reports

What Are Quota Templates?

A quota template defines:
A

space limit
The type of quota (hard or soft)
A set of notifications to be generated when the quota limit
is approached
FSRM provides a set of default quota templates in the

Quota Templates node

Monitoring Quota Usage

In File Server Resource Manager you can monitor quota usage by:
Viewing quota information in the FSRM console
Generating a quota usage report
Creating soft quotas
Using the Get-FSRMQuota Windows PowerShell cmdlet

What Is File Screening Management?

File screen management provides a method for controlling

the types of files that can be saved on file servers

File screen management consists of:
Creating

file screens
Defining file screen templates
Creating file screen exceptions
Creating file groups

What Are File Groups?

File groups are used to define a namespace for a file

screen, file screen exception, or storage report

A file group consists of a set of file name patterns that are

grouped into:
Files

to include
Files to exclude

What Are a File Screen Templates and File Screen

Exceptions?
File screen templates:
Provide a definition for newly created file screens
Enable control over file screens created from templates
File screen exceptions enable you to override file screens

for a specific location or file group

What Are Storage Reports?

Storage reports provide information about file usage on a

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

What Is a Report Task?

You can schedule reports by creating a Report Task, which
specifies:
The

volumes and folders to report on

Which reports to generate
Which parameters to use
How often to generate the reports
Which file formats to save the reports in

Demonstration: Using FSRM to Manage Quotas and File

Screens, and to Generate On-Demand Storage Reports
In this demonstration, you will see how to:
Create

a quota
Test a quota
Create a file screen
Test a file screen
Generate a storage report

Implementing Classification and File Management

Tasks

Lesson 3: Implementing Classification and File

Management Tasks
What Is File Classification?
What Are Classification Rules?
Demonstration: Configuring File Classification
What Are File Management Tasks?
Demonstration: How to Configure File Management Tasks

What Is File Classification?

Classification management allows you to use an automated
mechanism to create and assign classification properties to
files
Classification Rule

Payroll.rpt

IsConfidential

What Are Classification Rules?

The file classification infrastructure scans files

automatically, and then classifies them according to the

contents of a file
When planning for file classification implementation, do

following:
Identify

classifications
Determine classification method
Determine schedule
Perform review

Demonstration: Configuring File Classification

In this demonstration you will see how to:
Create a classification property
Create a classification rule

What Are File Management Tasks?

File Management Tasks enable administrators to perform

operations on files based on assigned Classification

Properties
File Management Tasks can:
Move

files to other locations

Archive expired files
Delete unwanted files
Rename files

Demonstration: How to Configure File Management Tasks

In this demonstration, you will see how to:
Create

a file management task

Configure a file management task to expire documents

Overview of DFS

Lesson 4: Overview of DFS

Review: Data Deduplication
What Is DFS?
What Is a DFS Namespace?
What Is DFS Replication?
How DFS Namespace and DFS Replication Works
DFS Scenarios
Demonstration: How to Install the DFS Role

Data Deduplication
Data deduplication optimizes volume storage by redirecting

redundant data to a single storage point

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

What Is DFS?
DFS incorporates technologies that provide fault-tolerant

access to geographically dispersed files

DFS technologies include:
DFS namespace
DFS Replication

What Is a DFS Namespace?

A DFS namespace can be configured as:
Domain-based

namespace

Namespace

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

namespace

is stored on the local server

Only redundant if stored on a failover cluster

What Is DFS Replication?

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

How DFS Namespace and DFS Replication Works

User
User in
in New
New York
York

Server
Server in
in New
New York
York

2
2
1
1
\\Contoso.com\Marketing

1
1
Folder
Targets

User
User in
in London
London

1.

2.

DFS
\\NYC-SRV-01\ProjectDocs Replicatio
n
\\LON-SRV-01\ProjectDocs
Namespace
Namespace
Server
Server in
in London
London

User types: \\contoso.com\marketing

Client computers contact a namespace server, and receive
a referral
Client computers cache the referral, and then contact the
first server in the referral

DFS Scenarios
Scenario

Example
Branch Office

Hub Site

Sharing files
across branch
offices
Branch Office

Hub Site

Data collection

Branch Office

Site 1

Data distribution
Site 2

Demonstration: How to Install the DFS Role

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

Configuring DFS Namespaces

Lesson 5: Configuring DFS Namespaces

Deploying Namespaces to Publish Content
Permissions Required to Create and Manage a Namespace
Demonstration: How to Create Namespaces
Optimizing a Namespace

Deploying Namespaces to Publish Content

To configure a namespace for publishing content:
1.
2.
3.
4.

Create a namespace
Create a folder in the namespace
Add folder targets
Set the ordering method for targets in referrals

Optional tasks:
.Set

target priority to override referral ordering

.Enable client failback
.Replicate folder contents using DFS Replication
.Delegate namespace administration

Permissions Required to Create and Manage a

Namespace
Task
Create a domain-based
namespace

Default Group
Domain Admins

Add a namespace server

to a domain-based
Domain Admins
namespace
Manage a domain-based
namespace

Local Administrators on
each namespace server

Create a standalone
namespace

Local Administrators
group on the namespace
server

Manage a standalone
namespace

Local Administrators
group on the namespace
server

Create a replication
group or enable DFS
replication on a folder

Domain Admins

Demonstration: How to Create Namespaces

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

Optimizing a Namespace
Methods for optimizing a namespace include:
Renaming

or moving a folder
Disabling referrals to a folder
Specifying referral cache duration
Configuring namespace polling

Configuring and Troubleshooting DFS Replication

Lesson 6: Configuring and Troubleshooting DFS

Replication
New Features For Windows Server2012 R2
Replication Groups and Replicated Folders
Initial Replication Process
Demonstration: How to Configure DFS Replication
Troubleshooting DFS

New Features For Windows Server2012 R2

New or updated functionality in Windows Server 2012 R2
Windows

PowerShell module for DFS

Database cloning for initial synchronization
Database corruption recovery
Cross-file RDC disable
File staging tuning
Preserved file restoration
Unexpected shutdown database recovery improvements
Membership disabling improvements

Replication Groups and Replicated Folders

Replication Group:
A set of servers that participate in replicating one or more
replicated folders
Replicated Folder
A folder that is kept replicated on each server
Replication Group
Connection
Projects\Spec.doc
Member
Proposals\Budget.xls
Projects

Projects

Proposals

Proposals

Replicated
Folders

Initial Replication Process

The initial replication process consists of:
1.
2.
3.
4.
5.

Replication of DFS Replication settings

Primary member starts replication
Files are moved to DfsrPrivate\PreExisting
Files are compared and replicated
Primary member designation is removed

.New

Windows PowerShell cmdlets allow the replication database to

be cloned and seeded on new DFS members to reduce the impact
of initial synchronization on the network.
.File staging tuning allows you to control what minimum size of files
will be staged before replication to optimize replication

Demonstration: How to Configure DFS Replication

In this demonstration, you will see how to:
Create

a new folder target for replication

Create a new replication group

Troubleshooting DFS

Tool

Used to

Health Report

Report replication
statistics and general
health of the topology

Propagation Test

Generate a test file to

verify replication

Propagation Report

Report on the
propagation test and
provide replication
statistics

Verify Topology

Report on the current

status of the members
of the topology

Dfsrdiag.exe

Monitor replication state

of the DFS Replication
service

Additional Resources & Next Steps

Instructor-Led
Courses
20411C: Administering

Windows Server 2012

Books

Exam Ref 70-411:

Administering Windows
Server 2012

Exams &
Certifications
Exam 70-411: Administering

Windows Server 2012