Enterprise Vault™ Setting up File System Archiving (FSA)

Last Published:
Product(s): Enterprise Vault (15.1)
  1. About this guide
    1.  
      Introducing this guide
    2. Where to get more information about Enterprise Vault
      1.  
        Enterprise Vault training modules
  2. About File System Archiving
    1.  
      About File System Archiving
    2.  
      About using FSA with clustered file servers
    3.  
      About setting up File System Archiving
    4.  
      About FSA policies
    5.  
      About target volumes, folders, and archive points
    6.  
      About client access to FSA-archived items
    7.  
      About archived file permissions
    8. About FSA shortcut files
      1.  
        About internet shortcuts
      2.  
        About placeholder shortcuts
      3.  
        About folder shortcuts
      4.  
        About pass-through recall for placeholder shortcuts
    9.  
      About the FSA Agent
    10.  
      About retention folders
    11.  
      About FSA Reporting
    12.  
      About FSAUtility
  3. Steps to configure File System Archiving
    1.  
      Steps to configure File System Archiving
  4. Adding a Windows file server to File System Archiving
    1.  
      Adding a Windows file server to File System Archiving
    2.  
      Using FSA with the Windows Encrypting File System (EFS)
    3. About archiving from Windows Server 2012 or later file servers
      1.  
        About the ReFS and CSVFS file systems and FSA
      2.  
        About Dynamic Access Control and FSA
      3.  
        About archiving Windows Server 2012 and later deduplicated files with FSA
    4.  
      Account requirements for managing FSA with Windows file servers
    5. Permissions and privileges required by the Vault Service account on Windows file servers
      1.  
        Granting permissions to the Vault Service account if you do not install the FSA Agent
    6.  
      Configuring a file server's firewall for FSA
    7.  
      Adding a Windows file server as an archiving target
  5. Adding a NetApp filer to File System Archiving
    1.  
      Adding a NetApp filer to File System Archiving
    2.  
      Setting the permissions for FSA on a NetApp filer
    3.  
      Adding a NetApp filer as an archiving target
  6. Adding a NetApp C-Mode Vserver to File System Archiving
    1.  
      Adding a NetApp C-Mode Vserver to File System Archiving
    2.  
      Permissions and privileges required by the Vault Service account on NetApp C-mode Vservers
    3.  
      Granting the required permission on each Vserver
    4.  
      Configuring the FPolicy server details
    5.  
      Adding a NetApp C-Mode Vserver as an archiving target
    6.  
      Points to note about File System Archiving on NetApp C-Mode file servers
  7. Adding a Celerra/VNX device to File System Archiving
    1.  
      Adding a Celerra/VNX device to File System Archiving
    2. Preparing a Celerra/VNX device for FSA
      1.  
        Configuring Celerra/VNX pass-through behavior for placeholder shortcuts
      2.  
        The format of the Web Access application URL in the Celerra/VNX fs_dhsm command
      3.  
        Configuring the Data Mover HTTP server to use SSL
      4.  
        Example commands to prepare a Celerra/VNX device for FSA
    3.  
      Adding a Celerra/VNX device as an archiving target
    4.  
      Specifying a cache location for retrieved Celerra/VNX files
  8. Adding a Dell EMC Unity device to File System Archiving
    1.  
      Adding a Dell EMC Unity device to File System Archiving
    2.  
      Preparing a Unity device for FSA
    3.  
      Adding the Unity device as an archiving target
  9. Configuring FSA with clustered file servers
    1.  
      About configuring FSA with clustered file servers
    2.  
      Steps to configure FSA with clustered file servers
    3.  
      Preparing to set up FSA services in a cluster
    4.  
      Adding the Vault Service account to the non-secure VCS cluster for FSA high availability
    5.  
      Adding the virtual file server as an FSA target
    6.  
      Configuring or reconfiguring the FSA resource
    7.  
      Removing the FSA resource from all cluster groups
    8. Troubleshooting the configuration of FSA with clustered file servers
      1.  
        'Failed to collect clustering data' error on starting FSA Cluster Configuration wizard
  10. Installing the FSA Agent
    1. About installing the FSA Agent on a Windows file server
      1.  
        Installing the FSA Agent using the Install FSA Agent wizard
      2.  
        Installing the FSA Agent manually
    2.  
      About FSA Agent uninstallation
    3.  
      Updating the logon credentials of the FSA Agent services
  11. Defining volume and folder policies
    1.  
      About defining FSA volume and folder policies
    2.  
      Creating FSA volume policies and folder policies
    3.  
      About FSA volume policy and folder policy properties
    4. About selecting the shortcut type for an FSA policy
      1.  
        About choosing not to display the file size in NetApp placeholder shortcuts
    5. About FSA policy archiving rules
      1.  
        Tips for creating FSA policy archiving rules
      2.  
        About excluding specific Mac and Windows file types from archiving
      3.  
        FSA shortcut creation options
      4.  
        Notes on FSA shortcut creation
    6.  
      About options for archiving files that have explicit permissions, and files under DAC
  12. Configuring the deletion of archived files on placeholder deletion
    1.  
      About configuring the deletion of archived files on placeholder deletion
    2.  
      Configuring the deletion of archived files on placeholder deletion for Windows file servers and NetApp filers
    3. Configuring the deletion of files on placeholder deletion for Dell EMC Celerra/VNX devices
      1.  
        Troubleshooting the deletion of files on placeholder deletion for Dell EMC Celerra/VNX devices
  13. Configuring target volumes, target folders, and archive points
    1. About adding target volumes, target folders, and archive points for FSA
      1.  
        About the checks for existing archives for an FSA folder path
    2.  
      Adding a target volume for FSA
    3.  
      Adding a target folder and archive points for FSA
    4. About managing archive points
      1.  
        Viewing, editing, or deleting archive points in the Administration Console
    5. Archive point properties
      1.  
        Archive point properties: General tab
      2.  
        Archive point properties: Indexing tab
    6. Effects of modifying, moving, or deleting folders
      1.  
        Effects of modifying folders with folder policies
      2.  
        Effects of modifying folders with archive points
    7. About deleting target folders, volumes, and file servers
      1.  
        Deleting a target folder from FSA
      2.  
        Deleting a target volume from FSA
      3.  
        Deleting a target file server from FSA
  14. Configuring pass-through recall for placeholder shortcuts
    1.  
      About configuring pass-through recall for placeholder shortcuts
    2. Configuring pass-through recall for a Windows file server
      1.  
        About configuring pass-through recall for a file server cluster
      2.  
        Registry values for pass-through recall on Windows file servers
    3.  
      Configuring pass-through recall for a NetApp filer
  15. Configuring and managing retention folders
    1. Configuring retention folders
      1.  
        Creating a retention folder policy
      2.  
        Adding a target folder with a retention folder policy from the Administration Console
      3.  
        About controlling whether FSA recreates deleted or moved retention folders
      4.  
        About testing the effects of a retention folder configuration
    2. About assigning a retention folder policy using the Command Line Interface (CLI)
      1.  
        The format of the RtnFolder.exe settings file
      2.  
        Example RtnFolder.exe commands
    3. Managing retention folders
      1.  
        Disabling the archiving of retention folders for an FSA target
      2.  
        Assigning a different retention folder policy to a target folder
  16. Configuring and running FSA tasks
    1.  
      About configuring and running FSA tasks
    2.  
      Adding a File System Archiving task
    3.  
      Scheduling a File System Archiving task
    4.  
      Setting the FSA folder permissions synchronization schedule
    5.  
      Scheduling the deletion of archived files on placeholder deletion for Dell EMC Celerra/VNX
    6.  
      Configuring FSA version pruning
    7. Using Run Now to process FSA targets manually
      1.  
        Processing an FSA target volume manually
      2.  
        Running a File System Archiving task manually
    8.  
      About File System Archiving task reports
    9.  
      About scheduling storage expiry for FSA
  17. Configuring file system filtering
    1.  
      About custom filters for File System Archiving
    2.  
      Configuring file system filters
    3.  
      About file system filter reports
  18. Managing the file servers
    1.  
      About managing the target file servers
    2.  
      About backing up the target file servers
    3.  
      About virus-checking the target file servers
    4. About changing the placeholder recall rate settings
      1.  
        Changing the placeholder recall rate settings for a Windows file server
      2.  
        Changing the placeholder recall rate settings for a NetApp file server
    5. About preventing unwanted file recalls from placeholder shortcuts
      1.  
        Using FSA backup mode to prevent file recalls
      2.  
        Prohibiting a program from recalling files that FSA has archived
      3.  
        Preventing file recalls on Celerra/VNX
  19. PowerShell cmdlets for File System Archiving
    1.  
      About the PowerShell cmdlets for File System Archiving
    2.  
      Running the File System Archiving cmdlets
    3.  
      Creating PowerShell scripts using File System Archiving cmdlets
    4.  
      File System Archiving cmdlets error handling
  20. Appendix A. Permissions and privileges required for the Vault Service account on Windows file servers
    1.  
      About the permissions and privileges required for the Vault Service account on Windows file servers
    2.  
      Group membership requirements for the Vault Service account
    3.  
      DCOM permissions required by the Vault Service account
    4.  
      WMI control permissions required by the Vault Service account
    5.  
      Local security user rights required by the Vault Service account
    6. Permissions required by the Vault Service account for the FSA Agent
      1.  
        FSA Agent service permissions required by the Vault Service account
      2.  
        Enterprise Vault installation folder permissions required by the Vault Service account
      3.  
        File server registry hive permissions required by the Vault Service account
    7.  
      Permissions required by the Vault Service account to support the FSA resource on clustered file servers
    8.  
      FSA target share and folder permissions required by the Vault Service account

Deleting a target volume from FSA

You can delete a target volume and all of its target folders from Enterprise Vault when you no longer want to archive from the volume. You can use the Administration Console or the Remove-EVFSAVolume PowerShell cmdlet to remove the volume.

You cannot delete a volume that Enterprise Vault is currently processing.

Note:

If you only want to suspend archiving from a volume temporarily, you can edit the volume's properties and clear the option to archive the volume.

Note that if you delete a target volume in the Administration Console, Enterprise Vault does not delete any associated archive points automatically.

If you do not delete the archive points and then you re-add the volume for archiving, Enterprise Vault uses the existing archive points, which remain associated with the original vault store.

This can result in the following scenario:

  • You configure a volume for archiving, and specify that the volume is to use vault store 1.

  • When Enterprise Vault archives from the volume, it associates the archive points with vault store 1.

  • You then remove the volume from Enterprise Vault, without deleting the archive points.

  • You add the volume for archiving again, but you specify that the volume is to use vault store 2.

  • Enterprise Vault continues to archive any files under the original archive points to vault store 1.

  • If you add a folder under one of the original archive points, the folder is archived to vault store 1, not vault store 2.

If required, delete the target volume's archive points before you delete the target volume.

See About managing archive points.

To delete a target volume from FSA

  1. In the Administration Console, expand the Enterprise Vault site, and then expand the Enterprise Vault Servers container.
  2. Expand the container for the Enterprise Vault server whose File System Archiving task processes the target volume, and select Tasks.
  3. Right-click the File System Archiving task that processes the volume, and on the shortcut menu click Stop.
  4. Expand the Targets container and then the File Servers container.
  5. Expand the container for the target file server, and select the target volume that you want to delete.
  6. On the shortcut menu select Delete.
  7. Enterprise Vault displays a warning that deleting the volume deletes all its target folders.

    Click Yes to confirm that you want to delete the volume.

  8. After Enterprise Vault has deleted the target volume you may need to refresh the container for the file server before Enterprise Vault no longer displays the target volume.

    If necessary, right-click the container for the file server and select Refresh.

  9. Restart the File System Archiving task, if required.