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Enterprise Vault™ Setting up File System Archiving (FSA)

Last Published: 2019-10-21

Product(s): Enterprise Vault (12.5)

About this guide
1. Introducing this guide
2. Where to get more information about Enterprise Vault
  1. Enterprise Vault training modules
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
9. About the FSA Agent
10. About retention folders
11. About FSA Reporting
12. About FSAUtility
Steps to configure File System Archiving
1. Steps to configure File System Archiving
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
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
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
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
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
3. Adding a Celerra/VNX device as an archiving target
4. Specifying a cache location for retrieved Celerra/VNX files
Adding a Dell EMC Unity 4.3 device to File System Archiving
1. Adding a Dell EMC Unity 4.3 device to File System Archiving
2. Preparing a Unity device for FSA
3. Adding the Unity 4.3 device as an archiving target
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
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
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
6. About options for archiving files that have explicit permissions, and files under DAC
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
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
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
Configuring and managing retention folders
1. Configuring retention folders
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
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
Configuring file system filtering
1. About custom filters for File System Archiving
2. Configuring file system filters
3. About file system filter reports
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
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
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
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

The format of the RtnFolder.exe settings file

An example settings file for RtnFolder.exe is included in the Enterprise Vault installation folder. The example settings file is named RtnFolderSettings.xml.

The following example shows the XML format of the settings file.

<?xml version="1.0" encoding="utf-8" ?>
  <Policy>
    <Apply>
      <ApplyToSubFolders>1</ApplyToSubFolders>
      <ArchiveThisFolder>1</ArchiveThisFolder>
      <ArchiveSubFolders>0</ArchiveSubFolders>
      <AutoUpdate>0</AutoUpdate>
    </Apply>
    <ArchivePoint>
      <OnSubFolders>1</OnSubFolders>
      <DoNotCreate>0</DoNotCreate>
    </ArchivePoint>
  </Policy>

The <Apply> element tags define how to apply the policy, as specified in Table: <Apply> element tags for the XML settings file.

Table: <Apply> element tags for the XML settings file

Tag	Value
ApplyToSubFolders	0 - Apply the Retention Folder policy to top-level folders only on the FSA target. 1 - Apply the Retention Folder policy to subfolders under top-level folders on the FSA target, but not to the top-level folders on the FSA target.
ArchiveThisFolder	0 - Do not archive the folders that this Retention Folder policy manages. 1 - Archive the folders that this Retention Folder Policy manages.
ArchiveSubFolders	0 - Do not archive any folders in the Retention Folder hierarchy that the Retention Folder policy does not manage. 1 - Archive all folders in the Retention Folder hierarchy, even if the Retention Folder policy does not manage them.
AutoUpdate	0 - Do not apply the Retention Folder policy on new subfolders that are created under top-level folders in the Retention Folder hierarchy. This option is valid only if the tag ApplyToSubFolders is 1. 1 - Apply the retention folder policy on any new subfolder that are created under top-level folders in the Retention Folder hierarchy. This option is valid only if the tag ApplyToSubFolders is 1.

The <ArchivePoint> element tags define where to create archive points, as specified in Table: <ArchivePoint> element tags for the XML settings file.

Table: <ArchivePoint> element tags for the XML settings file

Tag	Description
OnSubFolders	0 - Create an archive point on top-level folders in the Retention Folder hierarchy. This option is valid irrespective of the value of the tag ApplyToSubFolders. 1 - Create archive points on the subfolders under top-level folders in the Retention Folder hierarchy. This option is valid only if the tag ApplyToSubFolders is 1.
DoNotCreate	0 - Use OnSubFolders tag value. 1 - Do not create an archive point. The administrator takes responsibility for manually creating archive points. Alternatively, if an archive point exists above the top-level folders in the Retention Folder hierarchy, the archive is used for all folders in the Retention Folder hierarchy.

Tag

Description

OnSubFolders

0 - Create an archive point on top-level folders in the Retention Folder hierarchy. This option is valid irrespective of the value of the tag ApplyToSubFolders.

1 - Create archive points on the subfolders under top-level folders in the Retention Folder hierarchy. This option is valid only if the tag ApplyToSubFolders is 1.

DoNotCreate

0 - Use OnSubFolders tag value.

1 - Do not create an archive point. The administrator takes responsibility for manually creating archive points. Alternatively, if an archive point exists above the top-level folders in the Retention Folder hierarchy, the archive is used for all folders in the Retention Folder hierarchy.