Enterprise Vault™ Setting up File System Archiving (FSA)

Last Published:
Product(s): Enterprise Vault (14.0)
  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 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
  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

About File System Archiving task reports

A File System Archiving task can create reports for the following:

  • Archiving runs

  • File version pruning runs

  • Runs to delete archived Celerra/VNX files whose placeholders have been deleted

For archiving runs and file version pruning runs you can use the settings on the Reports tab of the File System Archiving task's properties to control the logging level and the number of reports to keep.

You can also use the options in the list of File System Archiving settings on the Advanced tab of the site properties to control how you want Enterprise Vault to store and retain reports. You can choose whether to retain the report files on the server for a specific number of days, set a new location to store the reports, and configure a rollover size for each report file.

The reports are generated in the following places under the Enterprise Vault installation folder:

  • Reports for pruning runs and Celerra/VNX file deletion runs are generated in the Reports subfolder.

  • Reports for archiving runs are generated in the Reports\FSA subfolder.

Within Reports\FSA there is a subfolder for the task, with further subfolders to indicate the mode in which the task was run.

You can change the location of the reports by editing Location of the report in the list of File System Archiving settings on the Advanced tab of the site properties.

Until the task has finished processing all its targets, the task keeps the reports in a folder that is called InProgress. When the task has finished processing, it moves the reports to a subfolder that is underneath the Completed folder. The subfolder name is the date and time that task completed its processing.

For example, if task 'ArchiveTask1' is running in normal, scheduled mode, but has not finished processing, the report files could be in the following folder:

C:\Program Files (x86)\Enterprise Vault\Reports\FSA\ArchiveTask1\ArchiveScheduled\InProgress

If task 'ArchiveTask1' completes its processing on 20-Feb-2011 at 12:29.07, the report files are moved to the following folder:

C:\Program Files (x86)\Enterprise Vault\Reports\FSA\ArchiveTask1\ArchiveScheduled\Completed\2011-02-20 12-29-07

Table: File System Archiving task archiving run modes and their associated folder names lists the folder names that are used for the different archiving run modes.

Table: File System Archiving task archiving run modes and their associated folder names

Run mode

Folder name

Normal, Scheduled

ArchiveScheduled

Normal, Run Now

ArchiveRunNow

Normal, Run Now, Create shortcuts only

ArchiveRunNowCreateShortcuts

Report, Scheduled

ReportScheduled

Report, Run Now

ReportRunNow

Report, Run Now, Create shortcuts only

ReportRunNowCreateShortcuts

The report files are named as follows:

TaskName_RunMode_RunNumber.txt

Where:

  • TaskName is the name of the File System Archiving task.

  • RunMode is the mode in which the task was run.

  • RunNumber is the sequence number of the run.

It may take many runs before the File System Archiving task has completely processed its target volumes. The task creates a report file for each run. The report for the final run has '_FINAL' added to the name to indicate that processing is complete.

For example, if 'ArchiveTask1' processes according to its schedule, in normal mode, the file names of successive reports could be as follows:

ArchiveTask1_ArchiveScheduled_001.txt
ArchiveTask1_ArchiveScheduled_002.txt
ArchiveTask1_ArchiveScheduled_003_FINAL.txt

When custom filters are configured for File System Archiving, report files include information about the filters and the files that the filters have processed.

When a File System Archiving task processes a folder that has an archive point with no archive ID or an invalid archive ID, Enterprise Vault performs a check for existing archives for the folder path. If the check identifies that multiple archive IDs are associated with the folder path, the task report lists the archive ID of each archive that is associated with the folder path, and indicates which archive will be used for archiving.

More Information

About file system filter reports

About the checks for existing archives for an FSA folder path