QuotaAdvisor® 4.1 for Windows NT/2000

QuotaAdvisor® 4.1 for Windows NT/2000
January 2000
This document describes the installation and operation of Quota Advisor 4.1, a Windows NT/2000
user disk space limiting system. This document is intended for Windows NT system
administrators.
Operating System:
Windows NT 4.0 Workstation or Server
Windows 2000 Professional, Server and Advanced Server
Platforms:
Intel® x86
Software Version:
4.1 Enterprise and Cluster Editions
Both the program and manual for QuotaAdvisor® are proprietary, copyrighted material and no part
of either may be reproduced, translated into computer or foreign language or otherwise copied
without the express written permission of W. Quinn Associates.
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TABLE OF CONTENTS
CHAPTER ONE.........................................................................................................................................................2
W ELCOME TO QUOTAA DVISOR 4.1........................................................................................................................ 2
Introducing QuotaAdvisor ..................................................................................................................................2
How to Use This Manual......................................................................................................................................4
Do You Have Questions? .....................................................................................................................................4
Do You Have Any Suggestions or Comments?.................................................................................................4
Major Features ......................................................................................................................................................4
QUOTAA DVISOR 4.1 INSTALLATION ...................................................................................................................... 6
QuotaAdvisor Installation Requirements.........................................................................................................6
Installation .............................................................................................................................................................7
Deinstalling QuotaAdvisor ...............................................................................................................................12
CHAPTER TWO......................................................................................................................................................13
LICENSING.................................................................................................................................................................. 13
Demo License .......................................................................................................................................................13
Permanent License..............................................................................................................................................13
QuotaAdvisor 4.1 License..................................................................................................................................13
CHAPTER THREE...................................................................................................................................................19
TECHNICAL CONSIDERATIONS .............................................................................................................................. 19
Cluster Support ...................................................................................................................................................19
QuotaAdvisor Check Disk facility ...................................................................................................................20
Types of Quotas....................................................................................................................................................21
File Ownership and Quotas ..............................................................................................................................22
Quotas and the System Partition......................................................................................................................22
The Desktop..........................................................................................................................................................22
The Recycle Bin ...................................................................................................................................................22
Rights Identifiers .................................................................................................................................................23
Security vs. Quotas..............................................................................................................................................23
Quota Values and Enforcement........................................................................................................................23
Renaming and Deleting Files ...........................................................................................................................24
Management Station ..........................................................................................................................................24
CHAPTER FOUR.....................................................................................................................................................25
UTILITY PROGRAMS................................................................................................................................................ 25
Set Quota Snap-in ...............................................................................................................................................25
Set Owner Snap-in ..............................................................................................................................................26
Show Quota Snap-in...........................................................................................................................................26
SetOwner...............................................................................................................................................................27
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SetQuota ...............................................................................................................................................................28
ShowQuota...........................................................................................................................................................30
CHAPTER FIVE.......................................................................................................................................................31
USING QUOTAA DVISOR 4.1 .....................................................................................................................................31
The QuotaAdvisor Management Station ........................................................................................................31
Connecting to a Server ......................................................................................................................................32
Creating a Quota Object ...................................................................................................................................32
How do I Monitor Quota Usage?.....................................................................................................................41
Quota Reporting .................................................................................................................................................42
What is a Scan? ...................................................................................................................................................42
How Do I Push Install a Servers? ....................................................................................................................42
CHAPTER SIX.........................................................................................................................................................44
QUOTAA DVISOR COMMAND REFERENCE GUIDE ...............................................................................................44
File Menu .............................................................................................................................................................44
Server Menu.........................................................................................................................................................66
Options Menu ......................................................................................................................................................68
View Menu............................................................................................................................................................69
Reports Menu.......................................................................................................................................................69
Monitor Menu......................................................................................................................................................71
Window Menu......................................................................................................................................................72
Help Menu............................................................................................................................................................77
CHAPTER SEVEN ..................................................................................................................................................79
TECHNICAL SUPPORT ..............................................................................................................................................79
Support Policy.....................................................................................................................................................79
How To Contact Us.............................................................................................................................................79
Distributor Support............................................................................................................................................79
CHAPTER EIGHT...................................................................................................................................................80
PERFORMANCE A NALYSIS.......................................................................................................................................80
Summary ...............................................................................................................................................................80
Method ..................................................................................................................................................................80
Results...................................................................................................................................................................82
Analysis.................................................................................................................................................................85
Conclusion ...........................................................................................................................................................88
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Chapter One
Welcome to QuotaAdvisor 4.1
Just a few words to begin . . .
Welcome to QuotaAdvisor 4.1, the only product that limits users’ disk space on Windows NT.
This version contains many exciting new features such as Learn Mode, Push Install, SNMP
support, quota replication, distributed templates, online monitoring, user quotas for devices, space
quotas on directories and/or files, user query facility, integration with DiskAdvisor, user and
predefined quota reports along with centralized management. QuotaAdvisor is BackOffice certified.
Please take some time to browse through the manual; we think it will prove worthwhile. You may
want to pay particular attention to the Introduction and Using QuotaAdvisor pages. These sections
are designed to provide background information on the task (topic) covered. You may want to
check our web site, www.wquinn.com, for new releases, FAQ’s and updated information.
Enjoy!
Introducing QuotaAdvisor
You know the old story -- your server runs out of disk space and crashes, so you buy more storage
space, but it's only a matter of time before it happens again.
Unless you take charge with an appropriate corporate storage policy and an effective enforcement
solution, your users are running the network. And, as you’ve undoubtedly discovered in those
lonely hours spent trying to get things up and running, good file storage habits at the user level
don’t come naturally.
QuotaAdvisor 4.1 gives you the ability to set and enforce disk quotas according to your corporate
storage policy. And, better still, you set the quotas. You decide the policies.
QuotaAdvisor lets you get a grip on disk usage by providing:
•
Centralized management of NT storage.
•
Automatic quota assignment and configuration.
•
User disk space management policies.
•
Hard and soft quota enforcement.
•
Up to five threshold settings.
•
Prevention of users exceeding threshold limits.
•
Elimination of runaway disk space.
•
Control of application growth.
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•
SNMP support.
•
Cluster and Standard Editions.
Our Technological Advantage
Unlike other disk management products available for Windows NT, QuotaAdvisor 4.1 permits
administrators to track disk resources in real time, before it's too late. This is achieved by
WQuinn's innovative patent pending technology which tracks file I/O’s as they occur. Hence, quotas
cannot be exceeded unless you authorize. Releasing the quota is as easy as deleting
unnecessary files. E-mail, pop-ups a nd event logs alert users to threshold settings. Security
profiles remain unchanged since the driver does not force file-permission revocation. It does,
however, ensure full compliance with all applications and services, just as you expect it to, using a
minimum of system overhead.
QuotaAdvisor 4.1 delivers the features you need
Convenience, ease and added capabilities are all benefits of QuotaAdvisor’s impressive features
inspired by actual user input. Some of the more notable features include:
•
Learn Mode - automatically assigns quotas when a new user allocates disk space for the
first time.
•
Push Installs - remote installation and configuration from a centralized Management
Station.
•
Uninterrupted Installation - the convenience and delight of installs w ith instant gratification
while maintaining maximum system uptime.
•
Quota Replication - Want to update Quota objects across your enterprise from one
console? Quota replication allows you to have your changes automatically propagated to
replicated servers running QuotaAdvisor 4.1. There is no limit to the number of replicated
servers
Product Benefits
Control. No more "runaway disk consumption" by uncontrolled users’ storage habits. You select
appropriate disk space allocations by user, workgroup, or enterprise.
Enforcement. You set the pre-configured storage policies and QuotaAdvisor enforces them for you.
Continuity. Eliminates or reduces system crashes, downtime, and loss of productivity due to lack
of disk space or unnecessary space upgrades.
User Awareness. Notifies users of storage policy violation attempts and educates them about
appropriate disk space usage, curtailing wasteful storage habits.
Efficiency. Maximizes disk space usage and prolongs the p erformance of your disk space
investment, lowering overall storage total cost of ownership.
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Recovery. Reclaims wasted disk space and identifies which files aren’t backed up.
How to Use This Manual
This manual is designed to be both a users guide and a reference guide. Before installing
QuotaAdvisor, you should read through the Installation chapter to ensure your system meets all
the requirements, your user account has the required privileges to run QuotaAdvisor and to gain
an understanding of what services are installed.
Next, you should read the Technical Considerations chapter as it discusses the different types of
Quotas and how Quotas may affect different types of partitions.
The Using QuotaAdvisor chapter supplies definitions and step-by-step examples of creating
Quotas. This chapter should be used as a learning tool for creating Quotas. The remaining
chapters include in-depth descriptions of QuotaAdvisor commands and command utilities for your
reference, and performance analysis.
Do You Have Questions?
If you can’t find the answer in our manual, we suggest you search the Knowledge Base on our
Web Site - www.wquinn.com. The Knowledge Base includes Frequently Asked Questions as well
as solutions to common problems. The WQuinn Support Staff is always happy to help, however,
we ask that you reference the manual or Web Site first. Our Support Staff may be reached by email at support@wquinn.com or by using our Live Customer Service facility on our web site.
Please include as much information in the e -mail message as possible, such as, Quota Advisor
version, NT/2000 version, other software installed, hardware specifications, etc.
Do You Have Any Suggestions or Comments?
WQuinn constantly endeavors to improve our products and our product support. Suggestions and
constructive criticisms are always welcome. We have found that the best ideas for product
enhancements have come from our customers. Please address any suggestions to
support@wquinn.com .
Major Features
User Quotas
QuotaAdvisor can monitor and limit space by user by disk, directory and file. This is useful for
limiting disk space on a user basis.
Directory Quotas
QuotaAdvisor can monitor and limit space on a directory and its subdirectories. This is useful for
limiting the space a directory or share can utilize.
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Disk Quotas
QuotaAdvisor can monitor and limit space on a disk. This is useful for protecting the drive against
disk full conditions.
Push Install
Push install allows you to install QuotaAdvisor on remote machines from a centralized
management station without intervention.
User Learn Mode
Learn Mode reduces the need for Administrator intervention and makes configuration easier.
QuotaAdvisor will automatically detect users as they place files in the object. The quotas are
based on a system wide default, a specified template or a group template. The Admin needs to
create a user mode quota only. No need to add users manually.
Directory Learn Mode
QuotaAdvisor will automatically detect directories as they are created within the object. The quotas
are based on a system wide default, a specified template or a group template. The Administrator
needs to create a directory learn mode quota only. No need to add directories manually anymore.
NOTE: Quotas are placed only on the first level directories contained within the quota object.
Quota Replication
Quota objects created and deleted on a server are created and deleted on the replicated server as
well. There is no limit to the number of replicated servers.
Distributed Templates
Distributed Templates allows the Administrator to place Quota templates anywhere on the network
to aid in configuration, fail over capabilities and backups.
Group Templates
Allows the templates to be associated with a user or a group. For example, if a user adds a file to
objects with learn mode enabled, QuotaAdvisor will search the template server for a template that
is associated with that user. If that does not exist, Quota Advisor will search for a template that
belongs to a group that the user belongs to. If that fails, QuotaAdvisor will use a predefined
Fallback Template.
Apply Templates
Apply Templates allows the Administrator to make changes to thousands of quota objects in a
single command, affecting only the desired fields.
Operational Wizard
QuotaAdvisor management functions are provided in an easy to use Quota management Wizard.
Added Quota Explorer Snap-in
This Snap-in is used to add and delete quotas from Explorer.
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Set Quotas To % Of Current Used Automatically
Options to allow active servers with current usage requirements to auto configure quotas based on
current usage.
Set Quotas to % Of Current Used
For example, if the current used is 100 MB and percent value is 120% a quota of 120MB is applied.
Customize Monitor Columns
The monitor screen has been updated to include customized the monitor columns, resizing of
fonts, changing of colors and output formats in Bytes, KB and MB.
Threshold Triggers
Thresholds may be activated when the percentage of Perm Quota goes over and below the
threshold limit.
DiskAdvisor Integration
DiskAdvisor Report Sets may be executed from a QuotaAdvisor threshold.
Server Management
Control of the QuotaAdvisor servers is provided in the Management Station. The functions are
starting and stopping the services, configuring Exchange and SMTP mail and determining version
information.
Live Updates
Direct access to live updates from the Management Station.
SNMP Traps
QuotaAdvisor messages may be sent threshold messages to an SNMP client as a trap.
Apply Templates in Batch
Templates may be applied immediately or sent to a batch file for processing at a later time.
QuotaAdvisor 4.1 Installation
QuotaAdvisor Installation Requirements
Windows NT 4.1
•
Intel® x86 Platform
•
Windows 95/98, Windows NT 4.1 SP4 and above or Windows 2000 for the Management
Station and server (Agent).
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•
16MB RAM
•
12 MB of free disk space
•
Access to the Administrators account
Installation
QuotaAdvisor is installed by the SETUP.EXE program supplied on the distribution.
Note: If you are upgrading from a previous version of QuotaAdvisor you may have to reboot the
server after installation.
Follow the steps below to install Quota Advisor from floppies:
•
Place disk1 in the floppy drive and run SETUP.
•
Installshield™ will guide you through the installation.
Follow the steps below to install Quota Advisor from the CD:
•
Place the CD in the drive and a CD browser will appear.
•
Select the Install button.
•
Installshield™ will guide you through the installation.
Follow the steps below to install Quota Advisor from the WEB:
•
Connect to www.wquinn.com from your browser and go to the download page.
•
Fill out the registration form.
•
Download the desired software version.
•
From the Windows NT system, run <product>.exe. This file is a self-extracting file. The files
will be expanded into a specified directory.
•
Setup is executed automatically.
•
Installshield™ will guide you through the installation.
Installation - Optional Modules
During installation of QuotaAdvisor a screen is presented with “check boxes” for installing optional
modules. These are as follows:
•
QuotaAdvisor 4.1 Server (Agent) - This option installs the driver, policy engine and quota
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databases.
•
Management Station - This option installs the QuotaAdvisor management module. This may
be installed on Windows 95, Windows NT Workstation or Server.
•
Explorers Snap-ins - This option installs the “Show Quota” and “Set Owner” Explorer Snap-ins.
These may be installed separately on any Windows 95, Windows NT Workstation or Server to
allow end users to view their quota consumption. The “Set Owner “Snap-in is only available to
members of the Administrators Group. Explorer Snap-ins are only available in the Enterprise
version of QuotaAdvisor.
•
Command Line Utilities - This option installs the “Show Quota”, “Set Quota” and “Set Owner”
command line utilities. This may be installed separately on any Windows 95 or Windows NT
Workstation or Server. These Utilities are only available in the Enterprise version of
QuotaAdvisor.
Installation - QuotaAdvisor Administrator Password
During Installation, the Domain will be searched for a username under which the Quota Advisor
services will run. By default the Administrator account will be used. It is not mandatory that you
use the Administrator account. Whichever account is used, it must have the “log on as a service”
right enabled. Also, this account plays an important part when trying to utilize mail within
QuotaAdvisor. The QuotaAdvisor service, QAPolicy, will connect to mail using this account. The
mail profile used by QuotaAdvisor must be accessible to this account. See the QAPolicy Service
section for more information.
Installation - QuotaAdvisor Mail
QuotaAdvisor 4.1 provides a MAPI compliant and SMTP e-mail interface. If you want to set up email, you will have to provide an e-mail profile (login) and password or SMTP server address. If
this information is not correctly provided it may effect QuotaAdvisor 4.1’s ability to e-mail
information on quota usage to your user population. Please review the release notes on testing
and setting up E-mail or contact W. Quinn Associates support at support@wquinn.com.
Installation – SNMP on Windows NT 4.1
Following these steps to add the SNMP Service to a Window NT 4.1 system with TCP/IP Installed:
1. Log in as a member of the Administrator group.
2. Double click the Network icon in the Control Panel.
3. Click the Service tab.
4. Click the Add button.
5. Click the SNMP Service entry in the Network Service list box.
6. Click the OK button.
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NOTE: Once you have installed the SNMP Service, be sure to update the system with the Windows
NT 4.1 Service Pack 3 or later.
Configuring SNMP Service:
After the SNMP Service software is installed on your computer, you must configure it with valid
information for SNMP to operate.
The Microsoft SNMP Service Properties window contains three tabs: Agent, Traps and Security.
1.
The Agent tab allows you to specify comments about the user and the physical location of the
computer and to indicate the types of service to report.
2.
The Traps tab identifies communities and trap destinations.
A community is a group of hosts to which a Windows NT computer running the SNMP Service
belongs. You may specify one or more communities to which the Windows NT computer using
SNMP will send traps. The community name is included when a trap is sent.
Trap destinations are the names or IP addresses of hosts to which you want the SNMP
Service to send traps with the selected community name.
3.
The Security tab allows you to specify the communities and hosts from which a computer will
accept requests. It also allows you to specify whether to send an authentication trap when an
unauthorized community or host requests information. You might want to use SNMP for
statistics, but you may not care about identifying communities or traps. In this case, you may
specify the "public" community name when you configure the SNMP Service.
For details on how to configure SNMP Service, refer to the Microsoft Windows Resource Kit.
Setting Up Authorized Accounts.
QuotaAdvisor protects access to Add, Delete and Modify quota management functions. These
functions are granted to users with the “Increase Quota” rights identifier. To grant this rights
identifier, use “User Manager, User Rights” window to grant this right to the appropriate user(s).
Make sure the “Show Advanced user Rights” check box is selected.
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Figure 1
QuotaAdvisor Executables
This section describes the executables used by Quota Advisor.
•
QAServer.exe - Provides server access to the QuotaAdvisor databases from the client. The
management station, or client, communicates with this server using a named pipe. This
executable is installed on the system as a NT service. Multiple management stations may
communicate with a server at the same time and are dynamically updated. The security on
the named pipe is inherited from the client. If the client does not have the proper rights
identifiers, save and delete operations will fail. All users may perform read operations;
however, you may place permissions on the SAMgr.exe to restrict access to the management
station.
•
QAPolicy.exe - Communicates with the driver on the NT Server and processes all threshold
messages and threshold actions. This executable is installed on the NT Server as a service.
•
SCMgr.exe - The QuotaAdvisor 4.1 Management Station is used to manage QuotaAdvisor 4.1
objects and monitor and report on quotas. It is also able to manage quotas on remote NT
Servers. The remote NT Server must have QuotaAdvisor 4.1 Server installed.
•
QAFilter.sys - The QuotaAdvisor 4.1 filter driver.
QAServer Service
QAServer processes requests made by Quota Advisor clients. It runs as a Windows NT service
and is controlled by the service control manager located in the “Control Panel, Services” window.
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This service needs to be assigned to an account with the “Increase Quota” rights identifier. This
service must be started with the proper privileges, which include, “logon as a service” , in order
for the client to operate. All functions performed by QAServer are logged and placed in the System
Event Log.
Figure 2
QAPolicy Service
QAPolicy processes threshold messages from the Quota Advisor filter driver. QAPolicy runs as a
Windows NT service and is controlled by the service control manager located in the “Control Panel
Services” window. This service does not need any special privileges. All functions performed by
QAPolicy are logged and placed in the System Event Log.
If you wish to send QuotaAdvisor threshold messages or reports via Microsoft Exchange Mail, the
account that the QAPolicy service is running under must have access to the mail Profile specified
during install. You may verify this by logging in as the user running the QAPolicy service, from
control panel run mail, and select “Show Profiles”. If the Profile specified at login does not appear,
add it. If you are using SMTP mail, the account is not necessary.
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Figure 3
Deinstalling QuotaAdvisor
Please follow the steps below to remove Quota Advisor from the system:
•
Exit the StorageCeNTral GUI.
•
Execute the uninstall from the QuotaAdvisor program group. WARNING: If you plan to upgrade
QuotaAdvisor, answer YES to the Retain Databases prompt. If you answer NO, all the quota
policy settings will be lost.
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Chapter Two
Licensing
Demo License
QuotaAdvisor uses a n ew "off the shelf " license module to control trial periods. The trial
distribution contains a 30-day key that is activated when the product is installed.
Permanent License
Once a purchase is made, you will receive a QuotaAdvisor 4.1 distribution kit, a unique CD key and
a license agreement. Please remove the trial version and install the purchased copy. You may
contact Quinn by calling (703) 758-0707, or via email at support@wquinn.com if you have any
problems.
QuotaAdvisor 4.1 License
1. THIS PRODUCT IS OWNED AND LICENSED BY W. QUINN ASSOCIATES, INC ("WQUINN"). BY
OPENING THIS PACKAGE YOU AGREE TO READ THE LICENSE IN BACK OF THIS COVER
BEFORE OPENING THE ENCLOSED ENVELOPE CONTAINING DISKETTES. THE PRINCIPAL
TERMS OF THE LICENSE ARE SUMMARIZED ON THIS COVER. IF, AFTER READING THE FULL
LICENSE, YOU AGREE TO ITS TERMS, THEN YOU MAY OPEN THE ENCLOSED ENVELOPE AND
USE THE DISKETTES THEREIN IN ACCORDANCE WITH THE TERMS OF THE FULL LICENSE. IF
YOU DO NOT AGREE WITH THE TERMS OF THE FULL LICENSE THEN YOU MAY RETURN THIS
PACKAGE AND ALL ITS CONTENTS, INCLUDING THE UNOPENED ENVELOPE OF DISKETTES,
FOR A FULL REFUND. IF YOU HAVE ALREADY OPENED THE ENVELOPE OF DISKETTES, THE
TERMS OF THE LICENSE PROVIDE FOR RETURN AFTER A "TEST DRIVE" PERIOD OF THIRTY
DAYS IF THE SOFTWARE DOES NOT PERFORM SUBSTANTIALLY AS DESCRIBED IN THE
DOCUMENTATION AND WQUINN IS UNABLE TO FURNISH A CURE.
2. PRODUCT DESCRIPTION AND LICENSE. Payment or this package and its contents entitles
the owner to a "Single User" license. This license may be transferred to another "Single User"
provided that no copies of any contents of this package are retained by the seller, and provided that
the buyer accepts the terms of this License, and further provided that the sale complies with the
Export Administration Regulations of the Department of Commerce.
3. SERVICE AND SUPPORT. This License includes limited telephone support during a "Test
Drive" period of thirty days from initial installation of the Product. Thereafter, service and support
will be provided only in accordance with a maintenance agreement paid for separately by the
owner of this License.
14
4. LIMITED WARRANTY. The Product is provided AS IS, except for refund and return provisions
summarized above, and except for additional remedies that may be available under a maintenance
agreement paid for separately by the owner of this License.
5. LIMITATION OF LIABILITY. IN NO EVENT WILL WQUINN BE LIABLE FOR ANY DAMAGES,
INCLUDING LOST PROFITS OR OTHER DIRECT, INDIRECT, INCIDENTAL OR CONSEQUENTIAL
DAMAGES, ARISING FROM THE USE OF OR THE INABILITY TO USE THE PRODUCT. IN NO
EVENT WILL WQUINN’S LIABILITY EXCEED THE LICENSE FEES PAID FOR THE PRODUCT BY
THE LICENSEE.
Universal Software Product License Agreement
1. In this License: "Software" means a computer program and/or data in machine-readable form
and subsequent corrections and updates supplied by W. Quinn Associates, Inc. (hereinafter
referred to as "WQUINN"); "Documentation" means user manuals, handbooks,pocket guides and
all other related materials in printed form supplied by WQUINN; "Product" means the "Software"
together with the "Documentation" packaged herein and covered by the invoice accompanying this
package and License; "Configuration" means the computer hardware upon which the Software is
operated together with the number of users and usage patterns which are the basis for the fee
covered by this License.
2. This License is either a "Single User", "Multiple User", "CPU" or "Site" license, as specified in
payment documentation. A "Single User" License is for use on a single computer from a single
terminal connected to that computer. A "Multiple User" license is for use in any configuration where
the Software is made available to more than one user or for hire to users other than the Licensee.
A "CPU" license is for the use on a specific computer system(s). A "Site" license is for the use on a
specified number of CPUs on a site.
3. THIS LICENSE INCLUDES AN INITIAL "TEST DRIVE" PERIOD OF THIRTY DAYS DURING
WHICH THE LICENSEE MAY TEST THE PRODUCT ON A VARIETY OF CONFIGURATIONS. THE
LICENSEE WILL BE AUTOMATICALLY NOTIFIED BY THE PRODUCT OF TIME REMAINING IN THE
"TEST DRIVE" PERIOD. IF THAT TIME IS LESS THAN THIRTY DAYS FROM INITIAL PRODUCT
INSTALLATION, THE LICENSEE MAY OBTAIN A SOFTWARE KEY FROM WQUINN FOR THE
BALANCE OF THE "TEST DRIVE" BY CALLING 1-800-829-3453. UPON CONCLUSION OF THE
"TEST DRIVE" AND PAYMENT OF AN INVOICE FOR THE BALANCE OF THE LICENSE FEE,
WQUINN WILL PROVIDE LICENSEE WITH A SOFTWARE KEY FOR CONTINUED USE IN
ACCORDANCE WITH THE TERMS OF THIS LICENSE AND APPLICABLE PAYMENT
DOCUMENTATION.
b) For "Multiple User" licenses covering at least fifteen servers, this
license includes an option for the end user to obtain a Universal License Key ("ULK") directly from
WQUINN for a fee stated in applicable payment documentation. In order to qualify for a ULK, the
Licensee must have paid the applicable license fee for the Software, or issued a valid purchase
order for the Software. The Licensee must also have submitted to WQUINN a signed copy of this
Universal Software Product License. The ULK provides a single key for the Licensee to continue
use of all copies of the Software possessed bythe Licensee, in accordance with applicable
15
payment documentation.
By purchasing and accepting delivery of a ULK, the Licensee agrees that the Software is accepted,
that WQUINN has no further obligation under any applicable "TEST DRIVE" period to accept return
of the Software for a full refund, and that the ULK is proprietary to WQUINN and is subject to the
terms of this License applicable to WQUINN's proprietary information. Upon annual renewal of the
License, a Licensee having a ULK agrees to conduct a census of copies of the Software in its
possession and to make any increases in license renewal payments indicated by the census.
A Licensee who has been issued a ULK agrees that within thirty days of notification by WQUINN
the Licensee will make reasonable arrangements for WQUINN, or a suitable auditor
commissioned by WQUINN, to conduct an audit of the copies of the Software in possession of the
Licensee.
4. Licensee acknowledges that no title to Product is transferred by this License, and that Licensee
may retain possession of Product only by complying with the terms herein. A Licensee may
transfer all its rights under this License, provided the Licensee retains no copies of the Product,
including documentation, and the Transferee accepts any applicable obligations under this
License.
5. WQUINN, in consideration of payment in accordance with payment documentation applicable to
this License, and subject to the terms herein, hereby grants Licensee a nonexclusive right to use
the Software. The Software may be used temporarily on a backup computer during a malfunction
of the computer for which it is licensed. The Software may be copied by Licensee to the extent
necessary for backup purposes to allow use of the Product as authorized herein. Licensee agrees
to reproduce Owner's copyright, trade secret and proprietary notices on all copies of the Software.
Documentation may not be copied by Licensee. A Multiple User Licensee may use the Software
only in accordance with the Configuration identified on applicable payment documentation.
6. After the Test Drive Period a Multiple User, CPU or Site Licensee may operate the Software on a
Configuration larger than the Configuration identified in the payment documentation to which the
License applies by agreeing to pay an invoice, under the terms and prices current at the time of the
change, for the incremental addition to the License fee corresponding to the difference between
the fee already paid and the fee for the larger Configuration. Upon payment of the invoice,
WQUINN will provide a Multiple User Licensee with an appropriate extension of the software key
necessary for continued use of the Software.
7. Licensee acknowledges that the Product contains valuable copyright, trade secret and other
proprietary information and remains the valuable property of WQUINN. Licensee agrees not to
obtain such information by reverse engineering, decompiling or dissassembling, nor disclose or
make available information so obtained to any person for any purpose other than as is necessary
for Licensee's use as authorized b y this License. Licensee shall take all reasonable steps to
assure that only authorized persons have access to information so obtained and to assure that
persons authorized to have access to information so obtained do not further disclose this
information except in accordance with this License.
16
8. If within the Test Drive Period the Product does not substantially perform as described in the
documentation and WQUINN is unable to furnish a cure for the defect, Licensee may return the
Product to WQUINN, if purchased directly from WQUINN, or to the authorized distributor from which
it was purchased, for a full refund of payment actually made. All the Software, Documentation and
printed materials must be returned in good condition with a letter from an authorized officer of
Licensee certifying that all other copies of the Product have been destroyed.
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17
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18
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23. This License shall be governed by the laws of Virgnia and the United States.
19
Chapter Three
Technical Considerations
Cluster Support
QuotaAdvisor 4.1 Cluster Edition (QACE) supports Microsoft Cluster Server (MSCS) and other third
party cluster offerings. It is a separate installation kit and CD from the QuotaAdvisor 4.1 Enterprise
Edition. QACE utilizes three database files to store current quota values, disk space allocation and
policy definitions.
QAQuotasV4.dat
This file contains the current quota values and disk space allocation.
QAPolicyV4.dat
This file contains the policy definitions such as thresholds, threshold actions and mail settings.
QAPolicyV4.idx
This file contains an index for the policy definition database.
The three database files are created on the drives where the quotas exist. For example, if a quota
is created on C:\USERS, QuotaAdvisor will create three database files in the root directory of C: All
subsequent quotas created on the C partition will u se the database files located in the root
directory. We place the databases on the drive for following two reasons:
1.
Support for removable drives. By placing the quota definitions and quota values on the drive, it
20
may be moved to any NT machine with all quota information intact.
2.
Support for clustering. By placing the quota definitions and quota values on the drive, both
nodes on the cluster have access to the same quota information. A Cluster Example:
The cluster consists of Machine A and Machine B. Machine A has exclusive access to A1, A2 and
A3. Machine B has exclusive access to B1, B2 and B3. QuotaAdvisor saves each drives quota
information in a file, QAQuotasV4.dat, located in the root directory. It is necessary to place the
databases on the drive to eliminate the dependency between the system and the quota
information. The environment is illustrated below.
To demonstrate fail over, let’s say Machine A fails. Machine B obtains access to the drives A1, A2
and A3. At this point, all six drives are exclusively mounted by Machine B. QAFilter will detect the
“Mount” request made by the operating system, load the QAQuotasV4.dat and begin performing
quota operations for the drive. The quota transition is automatic and no user intervention
necessary. All quota definitions and values are maintained. The new transition environment is
illustrated below.
QuotaAdvisor Check Disk facility
The QuotaAdvisor Check Disk facility ensures the integrity of the quota database. A scan occurs
when a device is mounted and a quota on the device has the “scan_check_needed” flag set.
Devices are mounted at system startup, as well as any time they are accessed after being
dismounted. Devices may be dismounted while the system is running by a user requesting a
CHKDSK, or through certain operations in disk administrator. These events are uncommon; the
normal case would be that scan check runs at boot time.
The “scan_check_needed” flag is set by several events:
21
•
When a new quota is added - this protects against quotas being added without a scan being
requested, as well as against crashes after a quota is added and before the scan starts. This
option is also set when a quota is modified or deleted in way that would require a scan
(modification or deletion of a “do_not_count_default” quota.)
•
Any time our driver detects that a quota’s used amount is incorrect - This protects against the
possibility that an alternate system root was booted and file allocations were changed.
•
At the start of a scan, all quotas on the object being scanned have the “scan_check_needed”
flag set. - This protects against a crash during the scan.
•
The “scan_check_needed” flag is cleared on successful completion of a scan.
Types of Quotas
QuotaAdvisor enables you to set three types of quotas; Absolute quotas, User quotas and Group
quotas. Learn mode applies to both User and Absolute quotas.
1)
Absolute quotas may be set on a device, share, directory or file. A default quota limits the size
of an object, regardless of file ownership. You may also consider this a directory quota. If a
50MB absolute quota is set on Object C:\users \JDoe, that directory, and all of its contents, will
be limited to 50MB regardless of who owns the files in that directory or who writes files to that
directory.
2)
User quotas may be set on a device, share, directory or file. A user quota limits the amount of
space that an individual user may own in an object. If a 50MB user quota is set on user JDoe
on object C:\Public, then JDoe will be limited to 50MB of space in C:\Public. It is important to
note that JDoe must actually own files in C:\Public for any space to be charged to his quota.
3)
Group quotas may be set on a device, share, directory or file. Group quotas work in the same
fashion as user quotas. Once again it is important to note that the group SID must own files in
the object for any space to be charged to the group quota. Though file ownership by a group is
not common, it is possible. Third party applications may apply ownership of a file to a specific
group SID. More commonly, the Administrators group often owns files. If a member of the
Administrators group copies a file, the ownership of the copied file is changed to
Administrators, not to the SID of the user who copied the file. Keep this in mind while
testing user quotas.
Learn Mode
There are two types of learn mode quotas, user and directory. If a user learn mode quota is
enabled, any new user that allocates space within the quota object will be given a user quota. This
quota is based on a system wide or a predefined template. If the directory learn option is enabled,
any new directory created under the quota object is given an Absolute quota. This quota is based
on a system wide or a predefined template . Directories are detected one-level beneath the quota
object.
22
File Ownership and Quotas
Files are owned by users or groups. Since Quota Advisor allows you to manage space by user it is
important to be able to change the ownership of files and directories. Windows NT supplies a
“Take Ownership” command within Explorer, but you must be logged in as the desired user. This
is inconvenient for System Administrators. To overcome this, we provide a SETOWNER utility to
permit you to change ownership of files and directories directly. This utility may be executed from
the command line or from within Explorer/Properties, if the Snap-in is installed. Full wildcard
support is also provided. The command line utility is free of charge and may be downloaded from
our WEB site, www.wquinn.com.
setowner /f C:\Joeuser -r /o Joeuser /v
When you copy a file, the target file inherits the permission settings for the directory in which it is
created. The user who copies the file becomes the new owner of the file, insuring an accurate
account of disk space usage by user. The exception to this is if the user is a member of the
Administrators group, the Administrators group becomes the owner. To move a file, you need
permission to create the files in the target directory and delete files in the source directory. As
applied to file ownership and protections , move works differently than copy. When you move a
file, the file maintains it’s original protections and ownership.
Quotas and the System Partition
Use caution when placing q uotas on the system partition. If the system does not have sufficient
quota to write files, the system may fail. Also, if the system partition does not have enough space
to write temporary files during boot, the system may not restart. This is avoided by using caution
when placing quotas on the system partition or system directories. If you wish to keep track of
growth on the system partition, you should utilize the “Do not Enforce Quota” option on any quota
set on the system partition.
The Desktop
Users may create files and folders “on the desktop”. These files are stored in
%systemroot%\Profiles\<username>\Desktop. In order to control disk space utilization on the
system partition, you may want to set modest quotas for users on their desktop directories.
The Recycle Bin
Deleting a file through Explorer typically does not delete the file; instead it renames it to the Recycle
folder. If the user’s quota is on his own directory, this will relieve his quota. If, however, a user
quota is on the root directory of the partition, the used amount may actually increase on deletion.
This is because the Recycle bin must store additional information to allow the file to be restored. If
a user quota is established on the root directory, then all is well. If, however, you choose to place
the user’s quota on his login directory, make sure you also place a quota for that user on the
23
recycle bin to eliminate the possibility of users storing large amounts of data in the recycle bin to
circumvent their quotas.
Rights Identifiers
A right authorizes a user to perform certain actions on the system. When a user does not have
appropriate rights, attempts to carry out those actions are blocked. Rights apply to the system as a
whole and are different from permissions, which apply to specific objects.
The rights granted to a group are provided to the members of that group. It is usually easier to add
a user account to one of the built-in groups that already has the needed rights, than to provide the
rights, by administering the User Rights policy.
Security vs. Quotas
Quotas should not be used in place of file security. Quotas should be used only to manage disk
space usage, not to prevent a user from writing to a partition or directory. Specifically, if you want to
prevent a user from writing to a directory, you should set the protection on that directory
appropriately, not give the user a zero quota.
Quota Values and Enforcement
QuotaAdvisor uses the allocation size of files to determine how much space is used. File
Manager, Explorer and other NT programs display the actual amount of space occupied by a file.
This discrepancy may cause some confusion, but Quota Advisor is correctly charging the user for
the amount of disk space actually consumed to store a file.
Large cluster sizes on FAT file systems may add to the confusion because an entire cluster is
always allocated, regardless of how small the file is. NTFS file systems store very small files in
the index file, and typically have more reasonable cluster sizes. Some examples follow:
File Size
File System Cluster Size
Quota
Charged
16 bytes
FAT
8K
8K
16 bytes
NTFS
Any
16 bytes
8K
FAT
8K
8K
8K
NTFS
1K
8K
Table 1
Because of differences in the amount of storage requested for a file extension operation and the
24
amount actually allocated by NT for that extension, a user may be allowed to exceed his quota by
as much a s one cluster. For example, suppose a user has a quota of 100K and has used 96K on
a file system with a cluster size of 8K. The user creates a file of 1K and NT requests 1024 bytes of
allocation for the file. Since this is less than the remaining quota for the user, the operation is
allowed to continue. However, if the cluster size is 8K, NT will actually allocate 8K for the file. The
user has now used 104K, and while this was allowed, future attempts to create or extend files will
fail.
Renaming and Deleting Files
A quota entry consists of an object name and a user name. These values are maintained in a
QuotaAdvisor database. When quota objects are renamed or deleted by the operating system, a
message is sent to the QAPolicy service which automatically performs the rename or delete on the
QuotaAdvisor databases. This ensures that the file system and Quota Advisor objects are in
sync. If the management station is active during the rename or delete operation, the tree window
is automatically updated.
Users renamed by the Windows NT User Manager will cause the policy information of the quota
object to be lost. This includes thresholds and threshold actions. The quota information such as
current used, Perm Quota and Overdraft will be maintained.
Users deleted by the Windows NT User Manager are automatically removed from the
QuotaAdvisor databases when the next database scan is performed. QAServer validates each
user before the information is sent to the client. If the validation is unsuccessful, the quota entry is
removed from the QuotaAdvisor databases.
Management Station
The management station, or client, communicates with the server via named pipes. The server
assumes the security attributes of the management station user and performs a security check. If
the required rights identifier is granted to the user, the request is performed.
25
Chapter Four
Utility Programs
Set Quota Snap-in
QuotaAdvisor offers a “Set Quota” Snap-in in the Enterprise and Cluster versions. It presents a
window in Explorer allowing you to add a quota for the selected object(s).
Figure 4
26
Set Owner Snap-in
QuotaAdvisor offers a “Set Owner” Snap-in in the Enterprise version. It presents a window in
Explorer allowing you to change the owner of the selected object(s). The “Set Owner” dialog
displays a lis t of users and groups from the current domain. You may choose alternate domains.
Figure 5
Show Quota Snap-in
QuotaAdvisor offers a “Show quota” Snap-in in the Enterprise version. It presents a window in the
Explorer Properties Page containing the space allocation for the current object. This Snap-in may
be installed on Windows 95 and Windows NT systems. The Snap-in is included in the
QuotaAdvisor distribution.
27
Figure 6
SetOwner
Since user quotas are based on the file owner, it is useful to change the owner of files and
directories so a user or group based quota is meaningful. We provide a command line utility,
“SETOWNER.EXE”, to change owners of directories and files. This executable is located in
“QuotaAdvisor/bin” directory. Help is available for SETOWNER by executing this utility with no
parameters. This utility may be downloaded from our WEB site www.wquinn.com.
Command Syntax
/f Directory or File Name
28
/r Recurse into Directory
/o Owner [\\Server\user]
/v Verbose
Examples:
setowner /f C:\Jack /r /o Jack /v
Sets the owner of all the files in the C:\Jack directory and all of its children to “Jack”.
setowner /f D:\Utilities*.exe /o “Backup Operators”
Sets the owner of all the .exe files in the D:\Utilities directory to “Backup Operators”.
setowner /f D:\ /r /o Administrators
Sets the owner of all the files on drive D:\ to “Administrators”.
SetQuota
Use “Set Quota” to alter the contents of the QuotaAdvisor databases. Adds, deletes and modifies
are supported. This executable is located in “QuotaAdvisor/bin” directory. Help is available for
SETQUOTA by executing this utility with no parameters.
Command Syntax:
/a Add
/d Delete
/m Modify
/s Scan
/x Delay Scan
/o Quota Object, [\\Server\Object Name]
/l Enable Learn Users
/c Exclude Administrators from User Learn Mode
/i Enable Learn Directories
/u User or Group, [Domain\User] or "<Absolute>" for absolute quota.
/t Template Name, overrides /p,/r,/e and /w qualifiers
/p Perm Quota
29
/r OverDraft
/[-]e Enforce Quota, -e Do Not Enforce Quota
/[-]w Write Through, -w No Write Through
/v Verbose
Examples:
setquota /a /o \\NTSERVER\C:\ /p 20000000 /r 200000 /e
Adds a quota object \\NTSERVER\C:\
setquota /a /x /o \\NTSERVER\C:\ /p 20000000 /r 200000 /e
Adds a quota object \\NTSERVER\C:\ and does not perform a scan
setquota /a /o \\NTSERVER\C:\ /p 100000000 /r 200000 /e /u
Adds a quota object \\NTSERVER\C:\ with user \\Domain\Joe
setquota /a /l /o \\NTSERVER\C:\ /t "\\NTSYS\10Meg Quota"
Enables User Learn Mode on object \\NTSERVER\C:\ using template
\\NTSYS\10Meg when a new user is detected
setquota /a /i /o \\NTSERVER\C:\ /t \\NTSYS\10Meg
Enables Directory Learn Mode on object \\NTSERVER\C:\ using template
\\NTSYS\10Meg when a new directory is detected
setquota /d /o C:\
Deletes object C:\ from local machine
setquota /d /o C:\ /u Domain\Joe
Deletes object \\NTServer\C:\, owner of Domain\Joe from \\NTServer
setquota /m /o \\WEBSERVER\D:\DownLoad /u Domain\Joe /-e
Modifies the record to Do Not Enforce Quota.
setquota /m /o \\WEBSERVER\D:\DownLoad /-e
Modifies all of the records for the object to Do Not Enforce Quota.
setquota /s /o \\NTSERVER\C:\
Scans the object \NTSERVER\C:\
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ShowQuota
We provide a command line utility, “SHOWQUOTA.EXE”, to display the current quota information
for a quota object located on a QuotaAdvisor server. This executable is located in
“StorageCentral\4.1\bin” directory. Help is available for SHOWQUOTA by executing this utility with
no parameters.
Command Syntax
/o Quota Object
Examples:
showquota /o C:\
showquota /o \\NTSERVER\C:\
showquota /o \\WEBSERVER\D:\DownLoad
31
Chapter Five
Using QuotaAdvisor 4.1
The QuotaAdvisor Management Station
Use the management station to configure and view the quota objects and definitions. For owners
of the Enterprise and Cluster Editions, the management station may be installed on any Windows
95 or Windows NT client. From a central location, you may manage the complete enterprise by
connecting to any server and performing remote administration functions. The management
station interface is shared by the other members of the StorageCeNTral suite and is presented
below.
32
Figure 7
Connecting to a Server
The first step in creating quotas is to connect to the server. While highlighting objects in the tree
view, simply double-click the left mouse button. Once selected, the server will expand to display
its’ quota objects and templates.
Creating a Quota Object
To create a quota object(s) you must identify the disk, share, directory or file on which you wish to
enforce quota. Once the object(s) is selected, you must decide if you will enforce quota on a user
by user basis and/or on a default basis. Finally, you will configure the quota by setting the property
33
values. This chapter includes step by step examples of creating both default and user quotas.
First, you will need some definitions:
What are Quota Objects?
A quota object is any physical portion of a disk. It may be an entire device, a share, a directory or an
individual file. An object is created by highlighting the server from the management station, and
selecting new from the “File” popdown window. This will ta ke you into the “New Object Window”.
You may type your object name into the “Object Name” field or click “Browse” and choose your
object(s) from a directory hierarchy.
34
Figure 8
What are Learn Mode Quotas ?
There are two types of learn mode quotas, users and directories. If the user learn option is
enabled, any new user that allocates space within the quota object will be given a quota. This
quota is based on a system wide or a predefined template. If the directory learn option is enabled,
any new directory created under the quota object is given a quota. This quota is based on a
system wide or a predefined template . Only directories one level beneath the quota directory are
detected.
What are Quota Properties?
Quota properties allow you to set the property values for a User quota, Group quota or Absolute
quota. Quota properties are illustrated in the following figure.
35
Figure 9
What are Quota Templates?
Quota templates are a mechanism for storing quota property values. Common property values
that may be applied to a large number of users and reused several times should be stored in a
template. A template may be applied from within the graphical user interface or applied from the
command line using the SETQUOTA command.
NOTE: Transparent templates are used to modify only specific properties of an object. A standard
template modifies all of the properties of an object. Click on the “Set All Fields To Transparent”
option to set all of the template fields to transparent.
What are Absolute Quotas (Formally Default Quotas)?
An “Absolute Quota” is the maximum size of the entire object. For example, if object “C:\” is a 1
36
giga-byte drive, the absolute quota should be 1000KB or the actual capacity of the drive.
Remember; there are several “overhead” uses of space that are not charged to a file or a user.
These include such things as “FAT” tables or the root directory structure. It is good practice not to
assign up to 100% even for an Absolute Quota. The Absolute Quota concept is useful for
monitoring and enforcing disk space usage for an object regardless of users or groups. An
Absolute Quota may be established at a drive level as a surveillance technique to measure total
disk usage or at a directory level to monitor directory usage.
To create an Absolute quota, from the “New Object” window, Absolute Tab, double-click on the
“Quota Object(Absolute)” item. Click “Properties” to configure the quota values.
What are User and Group Quotas?
User and group quotas are basically the same. A quota may be set on an individual user or group.
When a user writes a file to an object on which a quota is set for that user, the size of that file is
applied to the user’s quota. This is assuming that the user performing the write owns that file once
the write is completed. This applies to groups as well. Since the QuotaAdvisor filter driver is
looking at file ownership, if a group SID owns a file and quota is set on the group, the size of the file
will be applied to the group quota. For more information on group quotas please see the “Types Of
Quotas” section in Chapter 3.
To create a user or group quota, from the ”Create Object” window, choose the user or group from
the list of users and groups. You may choose more than one user or group at a time. By using the
<Control Key> and <Left Mouse Button> simultaneously, you may choose more than one user or
group. The <Shift Key> used in conjunction with the <Left Mouse Button> allows you to mark users
and groups listed in order. Once a user or group is added to the “Selected Users and Groups”
lis t, you may configure its properties.
What is a Perm Quota?
Located on the Properties screen, Perm Quota determines the maximum amount of space the
object entry may use. When the Perm Quota is exceeded, the Overdraft quota will be used before
allocation failure occurs. All policy actions are based on this value, as are the percent used values
in the monitor screen and quota tab values in the Explorer Snap-ins.
What is an Overdraft Quota?
Overdraft quota is a safety factor between the Perm Quota and when an I/O operation returns an
error. When the Perm Quota is reached, the Overdraft quota is added to the Perm Quota to
determine the new quota. When this is exhausted, no more space is allocated unless the quota
flags are set. All policy actions are based on the Perm Quota.
What is Write Through, Complete I/O Regardless of Quota?
When the “Write Through, Complete I/O Regardless of Quota” button is checked, this will allow the
first I/O that exceeds quota to complete. For example, JDoe has a 50MB quota and he is currently
37
at 49MB. He opens a file, adds content to that file which increases the size by 5MB. When he
writes that file, he will be at 54MB. Normally, QuotaAdvisor will not allow this write to complete, as
it will cause quota to be exceeded. However, when the “Write Through, Complete I/O Regardless
of Quota” button is checked, this single I/O will be allowed to complete. Subsequent I/O will be
blocked until the over quota condition is remedied.
What is Do Not Enforce Quota, Just Monitor?
By default, QuotaAdvisor will enforce quota. This means that if an I/O will cause quota to be
exceeded, QuotaAdvisor will send a message to the I/O manager and the I/O will not be permitted
to occur. If the “Do not enforce Quota, just monitor” button is checked, quota on this object will not
be enforced. All threshold actions will occur and all monitor screens will be updated, but I/O will be
allowed to continue regardless of quota values.
What is Exclude from Absolute Quota?
The “Exclude from Absolute Quota” button is only sensitized when configuring a user or group
quota. When checked it will exclude that user or group from any default quota. This means that the
space taken up by any files owned by a user that is excluded from default quota, will not count
towards the default quota. Likewise, the default quota will not be in effect for that user, hence, it is
possible that that user could own file space that exceeds the default quota.
For example, a absolute quota of 500MB may be set on object C:\Temp. You may also have a user
quota set on the same object, C:\Temp, for JDoe of “Device Capacity”. This “Device Capacity”
quota will allow JDoe to write as much data to C:\Temp as he wants, but only if he is excluded from
default quota. Furthermore, the file space the JDoe owns will not be counted toward the default
quota.
What is Send Disk Full Error Code?
The “Send Disk Full Error Code” sends the “disk full” error code to the calling application, not the
“not enough quota” error code. Windows 95 Clients and other Pre-NT operating systems do not
interpret the “not enough quota” error code but will translate the “disk full” error code properly.
What is Quota Replication?
Quota Replication duplicates quota additions and deletions on remote servers. There is no limit to
the number of replicated servers. If the quota object may not be created on the replicated server
the operation fails and is recorded in the event log.
What are Thresholds ?
Thresholds allow you to set a percent of quota value and specify actions to occur when a threshold
value is exceeded. QuotaAdvisor allows you to set five threshold values and a different set of
actions at each value. Thresholds are exceeded in reverse order so that, of five thresholds, the fifth
threshold would be exceeded first. This way the fifth threshold is the least critical and the first
38
threshold is the most critical.
Generally the first threshold would have a value in the 90% - 100% range. It is not necessary to set
a 100% threshold value to enforce quota. QuotaAdvisor will do this regardless of threshold values.
Threshold values are based on volume of Perm Quota. When a threshold value is exceeded, a
series of actions may occur as specified. These actions include;
•
Threshold Message - A message may be configured and mailed to users or sent to the event
log.
•
Threshold Action - Any valid NT command may be executed. This is most commonly a batch
file execution or a ‘net send’.
•
Threshold Reports - A series of reports may be generated. These reports address object
usage and potential wasted space files. These reports may be mailed or output to an ASCII
file, HTML file or comma delimited file.
•
Threshold Report Sets - A series of DiskAdvisor reports may be executed from a threshold..
These reports address detailed file information provides by DiskAdvisor, a Storage Resource
Reporting System for Windows NT.
Thresholds provide a means to notify users when they are nearing quota and to be proactive in
disk space management. More information on thresholds and threshold actions may be found in
Chapter 6.
Examples of Creating Quotas:
Adding a Absolute Quota
Follow these steps to add a “Absolute” quota to a quota object:
1.
Select the File, New menu item.
2.
Enter the object specification. This must be a valid drive, directory or file name. You may also
click “Browse” and choose an object from the list.
3.
Enable the Absolute quota by selecting the “(Object) Absolute” and clicking on the >> button.
4.
Select the “Properties” button.
5.
Enter a Perm Quota in the quota tab for the object. If the object specification is a drive, the size
of the drive is the default value.
6.
Select the desired quota options.
7.
Click on the “OK” button.
8.
Click on the “Save” button.
39
Adding a Learn Mode Quota
Follow these steps to add a “Learn Mode” quota to a quota object:
1.
Select the File, New menu item.
2.
Enter the object specification. This must be a valid drive or directory. You may also click
“Browse” and choose an object from the list.
3.
Select the “Learn Mode” Tab.
4.
Click “AutoDetect Users”.
5.
Select a template to apply to all of the detected users on the object.
6.
Click on the “Save” button.
Adding User Quotas
Follow these steps to add a user quota to a quota object:
1.
Select the “File, New “ menu item.
2.
Enter the object specification. This must be a valid drive, directory or file name.
3.
Select the “User Quotas” Tab.
4.
Select the user(s) from the “List of users and groups” window and click on the “>>” button. If
this machine is part of a domain, a list of domains and trusted domains is presented. You
may pick users from the desired domains.
5.
Click on the desired user or group in the selected list.
6.
Select the “Properties” button.
6.
Enter a Perm Quota in the quota tab for the object. You may use templates to apply the same
properties to multiple users and groups.
7.
Select the desired quota options.
8.
Click on the “OK” button.
9.
Repeat step 4 until all of the users and groups in the selected list have been defined.
10. Click on the “Save” button.
Adding User Quotas Using A Template
Follow these steps to add a user quota to a quota object:
1.
Select the “File, New “ menu item.
2.
Enter the object specification. This must be a valid drive, directory or file name.
40
3.
Select the user from the list of users and groups and click on the “Add” button. If this
machine is part of a domain, a list of domains and trusted domains is presented. You may
pick users from the desired domains. Use the <Shift Key> and left mouse button to select
more than one User or Group that appear contiguously, or the <Ctrl Key> and left mouse
button if they are not contiguous.
4.
Select the “Templates” button.
5.
Click “new” and supply a name for your template, then click “OK”.
6.
Enter a Perm Quota in the quota tab for the object.
7.
Select the desired quota options.
8.
Click on the “OK” button.
9.
Click on the “Save” button.
10. Click the “Apply” button to apply the template to the marked users and groups.
Defining Thresholds
Follow these steps to a dd a threshold to a quota entry:
1.
Select the “File, New” menu item.
2.
Enter the quota object specification. This must be a valid drive, directory or file name. For
example: “C:\”, “C:\USERS”, “C:\DB\ORACLE.DBS”
3.
Select the “(Object) Absolute Tab.
4.
Click on a user or default in the selected list.
5.
Select the “Properties” button.
6.
Enter a Perm Quota in the quota tab for the object. If the object specification is a drive, the size
of the drive is the default value. You may use templates to apply the same properties to
multiple users and groups.
7.
Select the desired quota options.
8.
Click on the “Threshold1” button.
9.
Each threshold tab contains a Threshold Value, Threshold Message, Threshold Action,
Threshold Reports and Threshold Report Sets. For testing purposes, compose a test
message in the Threshold Message Field. Then, in the Threshold Command dialog, type “net
send <your machine name> [MESSAGE]” ( no quotes are necessary). When the threshold is
triggered, this will send a popup message to your machine using the syntax of the threshold
message you typed. If the message does not appear, check the NT “Event Viewer, Application
log” to see if QuotaAdvisor tried to perform a net send.
10. Repeat step 4 until all of the users and groups in the selected list have been defined.
41
11. Click on the “Save” button.
How do I Monitor Quota Usage?
Quota usage may be monitored on an individual object or on the entire server. To monitor quota
usage, make sure the object you wish to monitor is displayed on the tree (left) side of
QuotaAdvisor screen. If it is not, the “Monitor, Start” window item will not be sensitized. When
highlighting the object, select “Monitor, Start” from the menu bar.
The monitor displays the quota entries of the highlighted object or server. Each row contains a
quota entry record and displays the object name, user, percent of quota used, current quota used,
high-water mark, Perm Quota and Overdraft. The data on this display is updated based on the
“Monitor, Frequency”.
You may monitor multiple quota objects simultaneously by opening a new monitor session for
each one you wish to monitor. Each monitor session may be paused, released or canceled. The
quota entry is modified by “Double Clicking” on the desired item which will take you into the
“Properties” for that entry. The “% Used” field displays a color coded percent bar based on the
current threshold settings.
Color
Threshold Value
Red
Exceeded Threshold 1
Yellow
Exceeded Threshold 2 or 3
Green
Below Threshold 4 and 5
Table 2
Figure 10
You may sort the display on any column by clicking on the column header. You may change
Monitor display columns to any of the following: % Space Used % Space Free, Space Used,
Object Name, User, Perm Quota, Over draft, Enforce Quota and Write Through.
42
Quota Reporting
Reports are available on quota objects by object name and user name. These reports are only
available from the tree view. The contents of each report is determined by the current selection in
the tree view. By selecting the root of the tree, the report will reflect all of the quota objects defined
on the server. By selecting a single quota object, the report will reflect the quota object only. The
usage report is displayed below.
Figure 11
What is a Scan?
When you initially create and save a quota object, the object is scanned and usage information
about that object is stored in the QuotaAdvisor database. Though it should not be necessary, you
may rescan a highlighted object at any time to update the database. Rescanning does not delete
and recreate the object, it just calculates and updates the current space allocation.
How Do I Push Install a Servers?
Push install allows you to install QuotaAdvisor on remote machines from a centralized
management station without i ntervention. Follow the steps below to install a QuotaAdvisor or
DiskWatcher server.
1)
Highlight the system in the Tree Window where the server is to be installed.
2)
Select <File Menu>, <Install Server>
3)
An Installation Wizard is displayed. Click Next.
4)
Select the server type to install.
5)
Enter the product serial number. It is attached to your distribution. If you have problems
43
locating the serial number, please contact your reseller. See the Figure above.
6)
Click Next.
7)
Click “Restart systems if necessary.”
8)
Click “Scan all drives automatically.” When the server is installed a quota object is created for
each of your drives. The object properties are based on the “Device Capacity’ template and
may be changed and applied after the scan is complete. Please see the Figure below.
Figure 12
44
Chapter Six
QuotaAdvisor Command Reference Guide
File Menu
New Command (File Menu)
Creates a new quota object. A quota object consists of an object specification and multiple user
and/or group quota entries. The object specification may be a disk partition, share, directory or file.
The user and group definition may be any valid user or group defined on the system. There is no
programmatic limit to th e number of quota entries you may specify. An object scan is performed
after you save the quota object. This scan updates the current usage information of the object.
The “Absolute Quotas” Tab contains the object capacity quota definition.
The “Learn Mode” Tab contains a learn mode object definition.
The “User Quotas” Tab contains the selected machine, domain or trusted domain. By default, the
current system is presented and contains an “*” after the name. The selection window contains all
the users and local groups for that system. The “…” button presents a list of domains and trusted
domains for the current user. When you select a domain, all the users and global groups in the
domain are displayed in the selection window. User and global groups selected from a domain
will contain the domain name in the path, “QUINN\Domain Admin”.
45
Figure 13
Note:
Use the “Object Quota (Absolute)” Tab to specify the maximum quota for the object. This value
applies to all of the users of th e object. Multiple objects may be defined in one operation clicking
in the Quota Objects window.
Selecting Quota Objects
Use “…” to select a quota object. The object may be a disk, share, directory or file. Click on the “+”
to expand the directory tree. Click on the “-“ to shrink the directory tree. “Double Click ” to select the
highlighted item. Use the “Add” button to select the object or objects to place quotas on. There is
no limit to the number of objects you may select. Use “Shift Click” to mark multiple objects. The
46
“Add Branch” button will add the all the subdirectories of the highlighted folder. The folder must be
expanded.
Figure 14
Selecting Domains from the User Quota Tab
Use this dialog for selecting a domain, domain controller or current system. If an NT system is
entered, the name must be preceded by “\\”. For example, \\NTSYSTEM1. The system must be the
local system or a domain controller of the primary or trusted domain. If you select a domain, the
domain must be the current domain or a domain trusted by the current domain.
47
Figure 15
Delete Command (File Menu)
Deletes the highlighted quota object. From the tree view, the object specification and all of the
quota entries are deleted. From the quota view, the currently highlighted quota entry is deleted.
Deletion will cause all quota enforcement and monito ring to be terminated for this object.
Properties Command (File Menu)
Displays the properties for the current object. If the object is a quota object, the Quota Properties
window is displayed. If the object is a machine, the Server Properties window is displayed. If the
object is a template, the Template Properties window is displayed.
Quota Properties
The quota definition contains the Perm and Overdraft quota. The Perm Quota determines the
maximum amount of space the object entry may use. When the Perm Quota is exceeded,
Overdraft quota will be used before allocation failure occurs. When this is exhausted, no more
space is allocated unless the appropriate q uota options are set. All threshold actions are based
on the Perm Quota, as are all monitor percentages.
48
Figure 16
The policy definition contains five thresholds, each with a Threshold Value, Threshold Message,
Threshold Actions and Threshold Reports . Click on “OK” to save the changes.
Quota Options
Use the following options to control the quota management:
“Write Through, Complete I/O regardless of Quota” - allows the last I/O operation to complete
even if the quota is exceeded. Subsequent I/O will not succeed if quota is being enforced.
“Don’t Enforce Quota, Just Monitor” - maintains disk space usage for the object entry only.
Thresholds will be checked.
49
“Exclude from Default Quota” - excludes the current user from the default quota. For example, if
the default quota is 5MB for object C:\USER and the quota for Administrators is 10MB and
excluded, the Administrators quota will not be charged to the default quota and will be allowed to
grow to 10MB.
“Send Disk Full Error Code” - sends the “disk full” error code to the calling application, not the
“not enough quota” error code. Pre-NT operating systems such as Windows 95 do not interpret
the “not enough quota” error code but do interpret the “disk full” error code properly.
Note: The “Device Capacity” button sets the Perm Quota field with the total number of bytes
available on the drive.
Threshold Value
The Trigger Value is the percentage of Perm Quota used. The thresholds are processed starting
with threshold 1. You should specify the highest threshold first, followed by lower thresholds. For
example, threshold value 1; 100%, threshold value 2; 90%, threshold value 3; 80% and so on… If
the current quota exceeds any of the 5 thresholds, the corresponding quota actions are executed.
Thresholds that trigger numerous times within a few seconds are discarded.
It may be useful to be notified if a threshold drops below the trigger value. If the “Trigger Below”
option is set the corresponding quota actions are executed when the current used drops below the
threshold value.
NOTE:
A threshold is only triggered once until the % used space drops below the threshold. For example,
if threshold 3 is 70% and threshold 2 is 80% and the quota is 71%, threshold 3 is triggered.
Threshold 3 won’t be triggered again, unless the value first drops below 70%. Threshold 2 will be
triggered if more files are saved and the value raises above 80%.
50
Figure 17
Threshold Messages
This is the message to send, if the threshold value is reached. You may specify the following
message macros within the message for customized output.
The message may be sent via mail to a set of users and to the Windows NT event log. The
severity of the message is either “Severe”, “Warning” or “Informational”. The message may also
be sent by executing a “net send” command in the threshold command dialog, by using the
[MESSAGE] macro. See threshold commands for more information.
51
Figure 18
Message Macros
A set of predefined macros used within threshold messages:
•
[USER]
- Current user that caused the action.
•
[OBJECT NAME]
- Object name that caused the action.
•
[OPENED FILE]
- File which caused the action.
•
[FILE OWNER]
- Owner of file that caused the action.
•
[THRESH NUMBER]
- Threshold number, 1 - 5.
52
•
[CURRENT USAGE]
•
[CURRENT USAGE KB] - Current space utilization in kilobytes.
•
[CURRENT USAGE MB] - Current space utilization in megabytes.
•
[PERM QUOTA]
- Perm Quota in bytes.
•
[PERM QUOTA KB]
- Perm Quota in kilobytes.
•
[PERM QUOTA MB]
- Perm Quota in megabytes.
•
[OVERDRAFT]
- Overdraft in bytes.
•
[OVERDRAFT KB]
- Overdraft in kilobytes.
•
[OVERDRAFT MB]
- Overdraft in megabytes.
•
[HIGHWATER]
- Highwater mark in bytes.
•
[HIGHWATER KB]
- Highwater mark in kilobytes.
•
[HIGHWATER MB]
- Highwater mark in megabytes.
•
[PERCENT FREE]
- Percent of free quota.
•
[PERCENT USED]
- Percent of used quota.
- Current space utilization in bytes.
Mail Command
Use the mail command to send threshold messages or reports to a set of users. This mail
interface supports recipients defined on a Microsoft Exchange mail server or Internet mail server.
Profiles are the configuration definitions used by the mail system to send and receive mail. These
profiles are defined in the “Control Panel, Mail Window”. The QAPolicy service must have a profile
associated with the account that the QAPolicy service is running under.
On the QuotaAdvisor client side, the profile is used to obtain the recipient list. On the server side, it
is used to send mail. This profile must exist on both the Quota Advisor client and server.
Use the “Mail Dialog” to specify a profile, a recipient list and subject. The “…” is used to present
the “Address Book”. The [USER NO DOMAIN] macro is available for use in the “MAIL TO” field.
This macro will substitutes the current user name as the “MAIL TO” user.
NOTE: If you have problems setting up mail, please refer to the release notes for more details. You
may also check our updated FAQ page on our web site, www.wquinn.com.
53
Figure 19
Threshold Command Action
The actions to perform when a threshold value is exceeded. These actions are:
Execute the command defined in the ”Command to Execute ” field. This command may be any
valid function that may be performed from a DOS box. You may pass the converted threshold
message and user name to a batch file by using the [MESSAGE] and [USER] macros . Some
examples follow.
Examples:
MYBATCHFILE [MESSAGE] [USER]
Executes the batch file, passing the QuotaAdvisor message and user that triggered th e message
to the batch file as parameters.
MYAPPLICATION [USER NO QUOTES] [MESSAGE NO QUOTES]
Executes the application, passing the QuotaAdvisor message and user that triggered the
message to the batch file as parameters. In this example, the message and user are not
surrounded by quotes. By default, the threshold command macros are surrounded by quotes. For
Example: “This is my message”
54
Figure 20
Command Macros
A set of predefined macros used within threshold actions. These are useful for passing the
converted threshold message and user to a batch file:
•
[MESSAGE]
•
[MESSAGE NO QUOTES] - Current message defined in the threshold message field without
the quotes.
•
[USER]
- user that triggered the action.
•
[USER NO QUOTES]
- user that triggered the action without the quotes.
- Current message defined in the threshold message field.
55
•
[USER NO DOMAIN]
•
[USER NO DOMAIN NO QUOTES] - user without the domain name included without the
quotes.
•
[OWNER]
- Owner of the file.
•
[OWNER NO QUOTES]
- Owner of the file without the quotes.
- user without the domain name included.
Auto-Adjust
Use Auto-Adjust to automatically increase a quota when the threshold is reached. The “Repeat”
value limits the number of adjustments. For example, if a quota is set with a Auto-Adjust of 5MB
and a repeat value of 2, the quota will increase a maximum of 10MB.
Threshold Reports - Enterprise and Cluster Editions Only
Use threshold reports to generate storage management reports on potential wasted space, usage
and object summary information when a threshold is reached. The output directory of the report is
specified and that directory must be accessible from the server. The output directory must have
permission to create files in the outp ut directory. If sufficient privilege is not granted, the reports will
not be created or mailed.
The reports are generated on the server. The reports may be formatted as text, HTML and comma
delimited strings. The report is mailed if the mail option is selected. The same mail definition is
used for mailing messages and reports. All report file names include the report type and the
object name. For Example:
OWNER_USAGE_C.HTML - OWNER_USAGE is the report type and C is the object name.
AGED_FILES_DuserDir.HTML - AGED_FILES is the report type and D:\userDir is the object name.
56
Figure 21
Aged Files - Enterprise and Cluster Editions Only
Aged files are files that have not been revised for a year or more and may occupy a significant
percentage (as much as 25%-30%) of the object. The aged file report displays the number of days
since the file was modified, the file name and the directory. The value for the aged date is 365
days prior to the current date. The report is sorted by revision date, ascending. Files in this report
may have been accessed but not modified. The report is sorted by file age.
Directory Usage - Enterprise and Cluster Editions Only
The directory usage report displays directory statistics such as total files, total size and number of
directories for each directory. This is useful for determining directory contents and status. The
report is sorted by directory name.
57
Duplicate Files - Enterprise and Cluster Editions Only
Duplicate files may consume large amounts of space and may be recovered by giving users
system wide access to a single copy of the duplicate file. The duplicate file report shows duplicate
files across directories. A duplicate is a file with the same name and same size.
Large Files - Enterprise and Cluster Editions Only
The quickest way to free up space is by deleting, compressing and/or archiving the largest files.
The large file report displays all the files larger than 2MB. The file size, file owner, file name and
directory name are displayed. The report is sorted by size.
Last Accessed Files - Enterprise and Cluster Editions Only
The last access report identifies the files that have not been used actively for 30 days. Its format is
the same as the aged files report except that both read and write operations are recognized.
New Files - Enterprise and Cluster Editions Only
New files are files that have been created within the last 24 hours. This might include temporary
files, log files, work files, runaway files, scratch files, etc. If a disk suddenly fills up, this is a good
report to run since often the offending culprit is a new file. The new file report displays the number
of days since the file was created, the file name, file owner and the directory where it resides. The
value of the new date is 1 day prior to the current date. A different day value may be specified. The
report is sorted by creation date, ascending.
Summary - Enterprise and Cluster Editions Only
The full summary report contains a detailed statistical analysis of the disk object’s contents.
Usage By Owner - Enterprise and Cluster Editions Only
The usage by owner report displays how much space each user is consuming. This report
displays the total number of bytes used, the total number of files, the total number of directories,
the largest file and the user name. The report is sorted in user sequence. File ownership controls
which files are used by which users.
Output Directory Options - Enterprise and Cluster Editions Only
The QuotaAdvisor reports are placed in the output directory specified in the “Output Directory” field.
The directory may be hard coded or dynamically created using the [USER] and [USER NO DOMAIN]
macros. These macros are defined below:
•
[USER]
58
This macro will replace the [USER] with the current user name including the domain where the
user is defined. Some examples are below:
A Output Directory definition of [USER] will produce the following directory path,
<QuotaAdvisor Install Directory>\Output\Domain1\Administrator, where Administrator is the
current user and “Domain1” is the domain where Administrator is defined.
A Output Directory definition of C:\QAReports\[USER] will produce the following directory path,
C:\QAReports\Domain1\User1, where “User1” is the current user and “Domain1” is the
domain where “User1” is defined.
NOTE: The C:\QAReports directory must exist before the reports are executed.
•
[USER NO DOMAIN]
This macro will replace the [USER NO DOMAIN] with the current user name excluding the
domain.
An output directory definition of [USER NO DOMAIN] will produce the following directory path,
<QuotaAdvisor Install Directory>\Output\Administrator, where Administrator is the current
user.
An output directory definition of C:\QAReports\[USER NO DOMAIN] will produce the following
directory path, C:\QAReports\User1, where “User1” is the current user.
NOTE: The C:\QAReports directory must exist before the reports are executed.
59
Threshold Report Sets - Enterprise and Cluster Editions Only
Use threshold Reports Sets to execute DiskAdvisor Report Sets when a threshold is reached.
This feature integrates the full power of DiskAdvisor with QuotaAdvisor threshold processing.
Figure 23
Schedule Report Sets
Report Sets may be scheduled to run in the future. The scheduled time is relative to when the
tthreshold is activated. For example, if the Report Set is predefined to run at 5:30am and the
threshold is triggered at 12:00pm, the Report Set is will hold until 5:30am the next day.
60
Server Properties
Server properties are useful for determining current server version information.
Figure 22
Version
Use the Version Tab to display the driver date and version, and the current release of
QuotaAdvisor.
61
Services
Use this Tab to control the QuotaAdvisor services; QAServer and QAPolicy. You may start, stop and
toggle the auditing options from this window.
Mail
Use Mail to configure the Exchange profile and SMTP mail settings. QuotaAdvisor supports two
type of mail services; Exchange Profiles and direct access to an SMTP server.
Exchange Profiles:
Use the profile settings to define how QuotaAdvisor will send mail. This profile must be defined on
the server and must be associated with the account used by the QAPolicy service.
SMTP Server Address and Send Address:
Use the SMTP settings to define the address of the SMTP server. QuotaAdvisor will use the SMTP
server when Internet mail addresses are specified. The Sender address is placed in the From:
field of the mail message.
Template Properties
Use Tem plate properties to modify template values.
Figure 23
62
User or Group Association
Templates may be associated with a user or group identifier. The identifier is selected from a list
of known users and groups for a particular domain or trusted domain. The identifier is checked
when new users are learned. The learned quota object is assigned the template with a matching
identifier. If the learned quota object belongs to a group, all templates on the local machine are
searched for a group association. If the learned quota object belongs to a user, all templates on
the local machine are searched for a user association.
Transparent Templates
Transparent templates are used to modify only specific properties of an object. A standard
template modifies all of the properties of an object.
Scan Command (File Menu)
Scans the object and recalculates the current usage for the current object. This is useful when a
new version of QuotaAdvisor has been installed and the scanning algorithm has been altered.
63
Wizard Command (File Menu)
Use the Wizard to create, delete and monitor quota objects.
Figure 24
Apply Template (File Menu)
Use Apply Template to change the current settings of a set of quota objects. You may select a
template from any machine on the network though a brows e window.
64
Figure 25
Monitor Start Command (File Menu)
Starts a new monitor session. If the highlighted item is a “NT Computer”; all of the quota objects
defined for that computer are monitored. If the highlighted item is a quota object, all of the entries
within the object are monitored.
Figure 26
Print Command (File Menu)
Use this command to print a document. This command presents a print dialog box, where you
65
may specify the range of pages to be printed, the number of copies, the destination printer and
other printer setup options.
Shortcuts
Toolbar:
Keys:
CTRL+P
Print Setup command (File Menu)
Use this command to select a printer and a printer connection. This command presents a print
dialog box, where you specify the printer and its connection.
Print Dialog box
The following options allow you to specify how the document should be printed:
Printer
This is the active printer and printer connection. Choose the “Setup” option to change the printer
and printer connection.
Setup
Displays a print Setup dialog box, so you may select a printer and printer connection.
Print Range
Specify the pages you want to print:
All
Prints the entire document.
Selection
Prints the currently selected text.
Pages
Prints the range of pages you specify in the
From and To boxes.
Copies
Specify the number of copies you want to print for the above page range.
Collate Copies
Prints copies in page number order, instead of separated multiple copies of each page.
66
Print Quality
Select the quality of the printing. Generally, lower quality printing takes less time to produce.
Print Progress Dialog
The printing dialog box is shown during the time that QuotaAdvisor is sending output to the printer.
The page number indicates the progress of the printing.
To abort printing, choose “Cancel”.
Save As Command (File Menu)
Saves the current report to a file that you may define.
Exit command (File Menu)
Exits the QuotaAdvisor management station.
Server Menu
Connect (Server Menu)
The first step in creating quotas is to connect to the server. While highlighting a system in the tree
view, simply double-click the left mouse button. Once selected, the server will expand to display
its’ quota objects and templates.
Disconnect (Server Menu)
While highlighting a system in the tree view, select <Server Menu>, Disconnect. This will stop all
communication between the Management Station and the server.
Install (Server Menu)
Push install allows you to install QuotaAdvisor or DiskWatcher on remote machines from a
centralized management station without intervention. Please see “How Do I Push Install a
Servers” in Chapter 4.for more details.
De-install (Server Menu)
De-install removes a QuotaAdvisor or DiskWatcher server from a system. The wizard guides you
through the de-install process.
67
Figure 27
Replication (Server Menu)
Quota Replication duplicates quota creations and deletions on remote servers. There is no limit to
the number of replicated servers. If the quota object can’t be created on the replicated server the
operation fails and is recorded in the event log.
68
Figure 28
Options Menu
Confirm Delete (Options Menu)
Confirms the deletion of a quota object and quota entry. Answer “Yes” in the dialog to complete
the deletion. This is the default operation.
Connect Locally (Options Menu)
Use this option to connect to the local machine when QuotaAdvisor is started. The default is
enabled.
Show NT Systems Only (Options Menu)
Use this option to show the Windows NT system only in the Tree View. The default is disabled.
Monitor (Options Menu)
•
Auto Start
Use Auto Start Monitor to display the monitor automatically when you create a quota object.
•
Relate Objects
Use Monitor Relate Objects to monitor all objects within the same directory tree. For example,
if you select C:\Users, all objects conta ined within C:\Users are monitored.
69
•
Frequency
Use Frequency to adjust the monitor refresh rate in seconds. The change will take effect
immediately for any current monitor sessions . This value is in seconds.
View Menu
DiskAdvisor ( View Menu)
Use this command to open the DiskAdvisor view.
Schedules ( View Menu)
Use this command to open the Schedules view. This view contains the scheduled Report Sets for
the machine you select.
Status Bar Command (View Menu)
Use this command to display and hide the status bar, which describes the action to be executed by
the selected menu item, depressed toolbar button and keyboard latch state. A check mark
appears next to the menu item enabled when the status bar is displayed.
Toolbar Command (View Menu)
Use this command to display or hide the toolbar, which includes buttons for some of the most
common commands of Quota Advisor, such as New. A check mark appears next to the menu item
that is enabled when the toolbar is displayed.
Reports Menu
Usage by Object command (Reports Menu)
Generates a report containing all of the quota entries within the highlighted quota object. If the
highlighted quota object is the root of the tree, all of the object entries for all of the quota objects are
included. This report is sorted by object name.
70
Figure 29
Usage by User Command (ReportsMenu)
Generates a usage by user report containing all of the quota entries within the highlighted quota
object. If the highlighted quota object is the root of the tree, all of the object entries for all of the
quota objects are included. This report is sorted by user.
71
Figure 30
Monitor Menu
Columns (Monitor Menu)
Use Columns to configure the monitor display. The column fields and numeric output format may
be changed. The column fields are: % Space Used, % Space Free, Space Used, Object Name,
User, Perm Quota, Over draft, Enforce Quota and Write Through. The numeric output formats may
be represented in Bytes, Kilo-Bytes, Mega-Bytes and Giga-Bytes.
72
Figure 31
Find (Monitor Menu)
Finds a text string in the Monitor window.
Pause Command (Monitor Menu)
Pauses the current monitor session. All refreshes will be paused until it is released.
Release Command (Monitor Menu)
Releases the current monitor session refresh interval.
Window Menu
Window Arrange IconsCommand (Window Menu)
Use this command to arrange the icons for minimized windows at th e bottom of the main window.
If there is an open document window at the bottom of the main window, then some or all of the
icons may not be visible because they will be underneath this document window.
Cascade Command (Window Menu)
Use this command to arrange multiple opened windows in an overlapped fashion.
73
Tile Horizontal Command (Window Menu)
Use this command to vertically arrange multiple opened windows in a non-overlapped fashion.
Tile Vertical Command (Window Menu)
Use this command to arrange multiple opened windows side by side.
Status Bar
The status bar is displayed at the bottom of the QuotaAdvisor window. To display or hide the
status bar, use the Status Bar command in the View menu.
The left area of the status bar describes the state of actions of menu items. You use the arrow
keys to navigate through the menus. This area also shows messages that describe the actions of
toolbar buttons as you depress them, before releasing them. If after viewing the description of the
toolbar button command, you wish not to execute the command, then release the mouse button
while the pointer is off the toolbar button.
The right area of the status bar indicates which of the following keys are latched down:
Indicator Description
CAP
NUM
SCRL
The <Caps Lock> key is latched down.
The <Num Lock> key is latched down.
The <Scroll Lock> key is latched down.
“...” Command (Window Menu)
QuotaAdvisor displays a list of currently open document windows at the bottom of the Window
menu. A check mark appears in front of the document name of the active window. Choose a
document from this list to make its window active.
Title Bar
The title bar is located along the top of a window. It contains the name of the application and
document.
To move the window, drag the title bar. Note: You may also move dialog boxes by dragging their
title bars.
A title bar may contain the following elements:
74
Application Control-menu button
Document Control-menu button
Maximize button
Minimize button
Name of the application
Name of the document
Restore button
Scroll Bars
Displayed at the right and bottom edges of the document window. The scroll boxes inside the
scroll bars indicate your vertical and horizontal location in the document. You may use the mouse
to scroll to other parts of the document.
Size Command (System Menu)
Use this command to display a four-headed arrow so you may s ize the active window with the
arrow keys.
After the pointer changes to the four-headed arrow:
1.
Press one of the DIRECTION keys (left, right, up or down arrow key) to move the pointer to the
border you want to move.
2.
Press a DIRECTION key to move the border.
4.
Press ENTER when the window is the size you want.
Note: This command is unavailable if you maximize the window.
Shortcut
Mouse:
Drag the size bars at the corners or edges of the window.
Move Command (Control Menu)
Use this command to display a four-headed arrow so you may move the active window or dialog
box with the arrow keys.
75
Note: This command is unavailable if you maximize the window.
Shortcut
Keys:
CTRL+F7
Minimize Command (application Control Menu)
Use this command to reduce the QuotaAdvisor window to an icon.
Shortcut
Mouse:
Keys:
Click the minimize icon
on the title bar.
ALT+F9
Maximize Command (System Menu)
Use this command to enlarge the active window to fill the available space.
Shortcut
Mouse:
Keys:
Click the maximize icon
on the title bar; or double-click the title bar.
CTRL+F10 enlarges a document window.
Next Window Command (document Control Menu)
Use this command to switch to the next open document window. Quota Advisor determines which
window is next according to the order in which you opened the windows.
Shortcut
Keys:
CTRL+F6
Previous Window Command (document Control Menu)
Use this command to switch to the previous open document window. QuotaAdvisor determines
which window is previous according to the order in which you opened the windows.
Shortcut
Keys:
SHIFT+CTRL+F6
76
Close Command (Control Menus)
Use this command to close the active window or dialog box.
Double-clicking a Control-menu box is the same as choosing the close command.
Note: If you have multiple windows open for a single document, the Close command on the
document Control menu closes only one window at a time. You may close all windows at once
with the Close command on the File menu.
Shortcuts
Keys:
CTRL+F4 closes a document window.
ALT+F4 closes the QuotaAdvisor window or dialog box.
Restore Command (Control Menu)
Use this command to return the active window to its size and position before you chose the
maximize or minimize command.
Switch To Command (Application Control Menu)
Use this command to display a list of all open applications. Use this “Task List” to switch to or
close an application on the list.
Shortcut
Keys:
CTRL+ESC
Dialog Box Options
When you choose the “Switch To” command, you will be presented with a dialog box with the
following options:
Task List
Selects the application you want to switch to or close.
77
Switch To
Makes the selected application active.
End Task
Closes the selected application.
Cancel
Closes the Task List box.
Cascade
Arranges open applications so they overlap and you may see each title bar. This option does not
affect applications reduced to icons.
Tile
Arranges open applications into windows that do not overlap. This option does not affect
applications reduced to icons.
Arrange Icons
Arranges the icons of all minimized applications across the bottom of the screen.
Help Menu
Help Topics Command (Help Menu)
Use this command to display the opening screen of Help. From the opening screen, you may
jump to step-by-step instructions for using Quota Advisor and various types of reference
information.
Once you open Help, you may click the Contents button whenever you want to return to the opening
screen.
Getting Started Command (Help Menu)
Use this command to display the Getting Started portion of help. From the opening screen, you
may jump to step-by-step instructions for using QuotaAdvisor and various types of reference
information.
78
Tip of the Day Command (Help Menu)
Use this command to view the “Tip of the Day” help.
WQuinn on the WEB (Help Menu)
Use this command to access our Web site directly from the StorageCeNTral.
About Command (Help Menu)
Use this command to display the copyright notice and version number of your copy of
QuotaAdvisor.
79
Chapter Seven
Technical Support
Support Policy
WQuinn believes that excellent customer service is essential to ensure that our customers obtain
the most value from our products. For more than twelve years, WQuinn has been providing
superior support to its customers and business partners worldwide. We are excited to introduce
you to our WQuinnCare customer support programs. Here’s how it works.
WQuinnCare support plans are only available to customers who have purchased support
agreements or are within the first 30 days after product installation. In order to receive support
during the 30-day period, customers must register their products with WQuinn. Connect to
www.wquinn.com/register to register your WQuinn product.
Technical assistance for customers with support agreements or 30 days free includes access to
our Phone Services and On-line Services. In addition, customers receive free “dot release”
upgrades throughout the year. Support without a support agreement is also available to
customers without an annual maintenance contract. All customers will receive hot-fixes to their
current release free of charge.
If you purchased your WQuinn software product through a reseller, your point of contact for support
should be the reseller. If you would like to purchase a support agreement with WQuinn or obtain
information about our support agreement, please register at www..wquinn.com/register.
How To Contact Us
•
W. Quinn Associates, Inc.
1881 Campus Commons Drive,
Reston, VA 20191
Phone (703) 758-0707
FAX (703) 758-0727
•
Support Site: support@wquinn.com
Main Site: www.wquinn.com
Distributor Support
If you purchased QuotaAdvisor through a distributor or a WQuinn Reseller, you should first contact
that organization. Following is a list of WQuinn Resellers and Distributors. This list is frequently
updated. For the most updated list, please reference the WQuinn Web Site at www.wquinn.com.
80
Chapter Eight
Performance Analysis
Summary
This document discusses tests that were performed to determine the overhead imposed by the
QAFilter driver on the performance of Windows NT/2000 file system I/O. QAFilter is a component of
the QuotaAdvisor product, which implements file owner based disk space quotas for Windows
NT. The purpose of QAFilter is to intercept all file system I/O, determine if a particular I/O will affect
disk space allocation, and if so, take appropriate actions. These actions may include persistently
storing the new file allocation and notifying the QuotaAdvisor server process of the event or failing
the I/O request.
Method
The program we used to measure the performance of QAFilter uses Win32 System Service file
system calls to test the operation of several file system features. Each operation type is measured
separately, using the GetTickCount system service, which returns a variation of the current time in
milliseconds. Operation repeat counts were chosen to balance total run time of the tests, accuracy
of the results and appropriateness of the mix of operations.
The tests measured are:
Create: Creates a directory tree 4 levels deep with 4 directories in each directory at each level.
Creates 20 empty files in each directory at each level. The result is 4 + 4**2 + 4**3 + 4**4 = 340
directories, containing 340 * 20 = 6800 files.
Open: Opens for read and immediately closes the 6800 files previously created. An implicit
directory search is included.
Overwrite: Opens for write access and truncates the 6800 files previously created. An implicit
directory search is included.
SeqWrite: Writes 1000 1k records sequentially at end-of-file to each of 6800 of the previously
created files. An implicit directory search is included. The file is opened for sequential access
optimization.
SeqRead: Reads each of the 1000 files written in the SeqWrite test sequentially from beginning of
file to end-of-file, in 1k increments. An implicit directory search is included. The file is opened for
sequential access optimization.
RandWrite: Writes 1000 1k records to random locations in each of the 6800 files which were
written in the SeqWrite test. Each write operation picks a random file pointer offset which is a
multiple of 1k, and is between 0 and 1.01 times the current file size. Some writes will cause file
extensions. An implicit directory search is included. The file is opened for random acces s
81
optimization.
RandRead: Reads 1000 1k records from random locations in each of the 6800 files used in the
RandWrite test. Each read operation picks a random file pointer offset that is a multiple of 1k, and
is between 0 and the file size minus 1k. An implicit directory search is included. The file is opened
for random access optimization.
Delete: All the files and directories used in the tests are deleted. An implicit directory search is
included.
Two systems were used to run the test:
Intel: 75 MHz Pentium with 32 MB memory and a 1 GB IDE drive on the on-board IDE controller.
The disk drive is a master on the 2 nd IDE bus. The system partition is on another drive on the other
IDE bus. The partition used for the test is NTFS, 313 MB, with a cluster size of 512. The system is
running Windows NT Server V4.10, Service Pack 2.
Alpha: 166 MHz Digital Alpha with 40 MB memory and a 1 GB SCSI drive on the on-board SCSI
adapter. The system partition is on the same disk drive as the test partition. The partition used for
the test is NTFS, 95 MB, with a cluster size of 512. The system is running Windows NT
Workstation V4.10, with no service packs installed.
The test program was run three times on each system with QAFilter, and three times without
QAFilter. Before each run, the configuration was initialized, i.e. the test partition was formatted to
ensure an identical initial state, and if QAFilter was installed, one absolute quota and one user
quota were placed on the test partition. There was no other system activity at the time of the test.
The results for each set of 3 test runs were averaged to determine an elapsed time for each test.
The average times for the tests without QAFilter were divided by the average times with QAFilter to
establish a p erformance ratio for each test. Then the geometric mean of the performance ratios for
all 8 tests was calculated to produce the “marketing performance ratio.”
It is important to note what these tests show, as well as what they don’t. These tests show
elapsed (wall clock) time for a variety of file system operations. They indicate how much longer a
user will have to wait for a file system I/O request to complete when QAFilter is on the system. As
such, they indicate a “worst case” performance degradation, i.e. if an application is entirely I/Obound, it will experience the delays indicated by the tests. CPU-bound applications are not likely to
see any performance degradation, and balanced “real-world” applications will see a portion of the
degradation based on their profile; the more I/O intensive an application is, the more performance
degradation it will experience, theoretically limited by the results of these tests. The tests
specifically do not measure the effect of QAFilter on overall system performance. QAFilter acts only
in response to user requests, and does not consume resources independently, so such a
measurement makes no sense. Furthermore, the tests do not measure total application
performance degradation; real applications are not entirely I/O bound, and will only see a fraction of
the performance degradation described here. Given the numbers in the next section however, it
should be possible to calculate the performance degradation for a given application if its profile is
known.
82
Results
Tables 1 through 4 show the raw elapsed times and calculated averages for the test runs.
Table 1 Raw Data: Intel Without QAFilter
Run1(msec)
Run2(msec)
Run3(msec)
Mean (sec)
Create
52144
49961
53306
51.8
Open
14992
14692
15142
14.9
Overwrite
23924
23994
24245
24.1
SeqWrite
61940
63261
62089
62.4
SeqRead
42561
36823
41149
40.2
RandWrite
106543
107475
108236
107.4
RandRead
93655
91471
91161
92.1
Delete
47448
48070
48019
47.8
83
Table 2 Raw Data: Alpha Without QAFilter
Run1(msec)
Run2(msec)
Run3(msec)
Mean (sec)
Create
48680
45750
45727
46.7
Open
13671
13148
12890
13.2
Overwrite
25719
26414
25938
26.0
SeqWrite
32180
34922
31890
33.0
SeqRead
24422
24430
25688
24.8
RandWrite
54016
52555
52054
52.9
RandRead
41195
42453
42860
42.2
Delete
35789
36055
35632
35.8
84
Table 3 Raw Data: Intel with QAFilter
Run1(msec) Run2(msec) Run3(msec)
Mean (sec)
Create
54529
55139
53417
54.4
Open
17525
17475
17355
17.5
Overwrite
27990
27289
27309
27.5
SeqWrite
65885
56772
60908
61.2
SeqRead
35641
40177
39217
38.3
RandWrite
97961
110159
111580
106.6
RandRead
92934
93084
93895
93.3
Delete
54198
52746
52606
53.2
85
Table 4 Raw Data: Alpha with QAFilter
Run1(msec)
Run2(msec) Run3(msec)
Mean (sec)
Create
52899
49304
48992
50.4
Open
16945
15805
15914
16.2
Overwrite
28258
28672
28305
28.4
SeqWrite
34828
32672
31875
33.1
SeqRead
28594
25016
26040
26.6
RandWrite
54437
52406
52539
53.1
RandRead
39141
39765
39656
39.5
Delete
39875
40188
39343
39.8
Analysis
Tables 5 and 6 show the QAFilter performance comparisons for Intel and Alpha respectively. The
results indicate only a modest impact on performance, in the neighborhood of 1 -2% for overall
system performance and 5% for overall File I/O.
86
Table 5. Intel Performance Comparison
Mean without
QAFilter
Mean with
QAFilter
Ratio
Create
51.8
54.4
0.952
Open
14.9
17.5
0.851
Overwrite
24.1
27.5
0.876
SeqWrite
62.4
61.2
1.020
SeqRead
40.2
38.3
1.050
RandWrite
107.4
106.6
1.008
RandRead
92.1
93.3
0.987
Delete
47.8
53.2
0.898
Geometric mean of ratios.........................0.953
87
Table 6 Alpha Performance Comparison
Mean without
QAFilter
Mean with
QAFilter
Ratio
Create
46.7
50.4
0.927
Open
13.2
16.2
0.815
Overwrite
26.0
28.4
0.915
SeqWrite
33.0
33.1
0.997
SeqRead
24.8
26.6
0.932
RandWrite
52.9
53.1
0.996
RandRead
42.2
39.5
1.068
Delete
35.8
39.8
0.899
Geometric mean of ratios.........................0.941
The ratios indicate the time difference between I/O operations with QAFilter and without. For
example, on an Intel machine, a create request without QAFilter present will complete in 0.952 or
95% of the time the same operation takes with QAFilter present; in other words, there is a 5% (11/0.952) performance penalty associated with QAFilter for this operation. Another example, on an
Intel machine, a Random read request without QAFilter present will complete in 0.996 or 98.7% of
the time the same operation takes with QAFilter present; in other words, there is a 1.3% (1-1/0.987)
performance penalty associated with QAFilter for this operation.
The final calculation, the geometric mean, has some value as a general indication of I/O
performance degradation. The actual degradation, however, will depend on the application’s mix
of I/O operations.
There is one apparent anomaly in the results. There are a few cases where the average elapsed
time with QAFilter is lower than the elapsed time without. This seems counterintuitive, since
QAFilter has some involvement in every I/O operation, if only to pass it on, taking no action. The
only reasonable explanation for this is that the performance degradation for those cases is less
than the natural variance of elapsed times for the operations in question. The impact in those
cases is so slight that it may be safely ignored.
88
Conclusion
It is estimated that QAFilter adds about 1-2% overhead to the overall system. From the results
stated above, QAFilter adds about 5% to the elapsed time required to perform file I/O. Remember,
file system I/O is only a portion on the total system overhead. The effect this will have on users
depends on the profile of the application. Applications that are I/O-bound and frequently open or
delete files will see a file system I/O degradation approaching the worst case of 5%. Applications
which are CPU-bound, or read and write files which are constantly open will not notice any
performance degradation.
89
Index
A
Absolute Quotas, 35
Accounts, 9
Adding User Quotas Using A Template, 39
Apply Templates, 5
Auto-Adjust, 54
B
Benefits, 3
Browse, 44
C
Check Disk, 20
Close Command, 75
Cluster Edition, 19
Cluster Sizes, 23
Cluster Support, 19
Command Line Utilities, 8, 25
Set Owner, 27
Set Quota, 28
SetQuota, 34
Show Quota, 30
Create, 43
Create Quotas, 37
D
Databases, 19
Defining Policies, 39
Deinstalling QuotaAdvisor, 12
Device Capacity, 48
DiskAdvisor, 68
distributor, 78
E
Enforcement, 23
Explorer Snapins, 5, 7
Set Owner, 26
Set Quota, 25
Show Quota, 26
F
FAT, 23
FAT Partitions, 23
File Menu, 43
Apply Template, 62
Delete, 46
Exit, 65
Monitor Start, 63
New, 43
Print, 63
Print Setup, 64
Properties, 46
Save As, 65
Scan, 61
Wizard, 62
Filter Driver, 4
Auto Loading, 4
Frequency, 71
H
Help Menu, 76
About, 77
Getting Started, 76
Index, 76
Top of the Day, 77
WQuinn on the WEB, 77
How Do I Push Install a Servers?, 41
How To Contact Us, 78
I
Increase Quota, 9, 10
Installation, 6, 8
2
Account, 8
Mail, 8
Modules, 7
SNMP, 8
Installshield, 7
Introduction, 2
L
Learn Mode, 38
Directory Learn Mode, 5, 21
User Learn Mode, 5, 21
License, 13
Agreement, 13
Demo, 13
Permanent, 13
M
Macros, 50, 53
Mail Command, 51
Management Station, 7, 10, 24, 31, 65
Maximize, 74
Messages, 49
Monitor, 40
Adjusting Columns, 6, 70
Monitor Menu, 70
Columns, 70
Frequency, 71
Pause, 71
Release, 71
Monitor Start, 63
Move, 73
N
New Features, 4
Apply Templates, 5
Auto-Load, 4
Batch Processing, 6
DiskAdvisor, 6
Distributed Templates, 5
Explorer Snapins, 5
Learn Mode, 5
Monitor Columns, 6
Operation Wizard, 5
Operational Wizard, 5
Push Install, 5
Quota Replication, 5
Server Management, 6
SNMP, 6
Threshold Triggers, 6
WEB Access, 6
Next Window, 74
NTFS Partitions, 23
O
Objects, 32
Delete, 46
Scan, 41
Selecting, 44
Selecting Domains, 45
Options Menu, 67
Confirm Delete, 67
Connect Locally, 67
Monitor, 67
Auto Start, 67
Frequency, 68
Relate Objects, 67
Show NT Systems Only, 67
Overdraft, 35, 46
P
pause, 71
Performance Analysis, 79
Perm Quota, 24, 35, 46
Previous Window, 74
Printing and Print Preview, 63
Properties, 34, 46
Complete I/O Regardless, 36
Do not enforce Quota, 36
Don’t Enforce Quota, Just Monitor, 47
3
Exclude from Absolute Quota, 36
Exclude from Default Quota, 48
Overdraft, 35
Perm Quota, 35, 46
Send Disk Full Error Code, 36, 48
Write Through, Complete I/O regardless of
Quota, 47
Push Install, 5
Q
QAPolicy, 10, 11
QAServer, 10
Quota Objects, 32
Quota Options, 47
Quota Properties, 34
Quota Replication, 5, 36
Quota Types, 21
Absolute, 21, 35, 36, 37
Learn Mode, 21, 33, 38
User Quotas, 35, 38
Quota Values, 23
QuotaAdvisor Executables, 10
R
Release, 71
Removable Drives, 19
Renaming and Deleting Files, 24
Replication, 5
Reports, 41
Reports Menu, 68
Usage by Object, 68
Usage by User, 69
Restore Command, 75
Rights, 22
Rights Identifier, 9, 10
S
Save as, 65
scan, 61
Scan, 41
Schedule Report Sets, 58
Schedules, 68
Scroll Bars, 73
Security, 23
Server, 32
Connect, 32
Properties, 6, 59
QAPolicy, 10, 11
QAServer, 10
QuotaAdvisor, 7
Server Menu, 65
Connect, 65
De-install Wizard, 65
Disconnect, 65
Install Wizard, 65
Replication, 66
Services, 10, 11
setowner, 22
Setting Up Authorized Accounts, 9
SNMP, 6, 8
support policy, 78
Switch To, 75
T
Technical Considerations, 19
Cluster Support, 19
Desktop, 22
File Ownership, 21
Recycle Bin, 22
Rights Identifiers, 22
System partition, 22
Technical Support, 78
Distributor Support, 78
How To Contact Us, 78
Questions, 4
Suggestions, 4
Support Policy, 78
Templates
Apply, 5, 62
Batch Processing, 6
4
Creating, 39
Distributed, 5
Group, 5
Properties, 60
Transparent, 35, 61
User and Group Associations, 61
What are Templates?, 34
Thresholds
Actions, 37
Command Actions, 52, 54
Auto-Adjust, 54
Command Actions Macros, 53
Defining, 39
Mail, 51
Message, 37, 39
Message Macro, 49
Message Macros, 50
Messages, 49
Report Sets, 37, 58
Schedule, 58
Reports, 37, 54
Aged Files, 55
Directory Usage, 55
Duplicate Files, 56
Large Files, 56
Last Accessed Files, 56
New Files, 56
Output Directory, 56
Summary Report, 56
Usage by Owner, 56
Triggers, 6, 48
Value, 37, 39, 48
What are Thresholds?, 37
Tile, 72
Title Bar, 72
toolbar, 68
U
User Quotas, 38
Using QuotaAdvisor, 31
V
View Menu, 68
DiskAdvisor, 68
Schedules, 68
Status Bar Command, 68
Toolbar, 68
W
W. Quinn Associates, 78
Welcome, 2
Introduction, 2
New Features, 4
Our Technological Advantage, 3
Product Benefits, 3
What are Group Quotas, 35
What are Quota Objects, 32
What Are Quota Properties, 33, 34
What are Quota Templates, 34
What are User Quotas, 35
Window Menu, 71
Arrange Icons, 71
Cascade, 72
Status Bar, 72
Tile, 72
QuotaAdvisor Manual Supplement
Purpose:
The purpose of this document is to act as a getting started manual and to address several Frequently Asked
Questions. It is strongly suggested that you take a few minutes to read it over as in the end it will save you
time. It covers the following areas:
Product Overview
Installation
Getting Started Creating Quotas
For additional FAQ’s please go to http://support.wquinn.com.
Product Design Overview:
QuotaAdvisor has 4 key components. They are:
1) The GUI or Management Station: The Management Station is a client application that
can be installed on NT 4.0 Server or Workstation, Windows 95 or Windows 98. It can be
used to connect to and manage multiple QuotaAdvisor Servers. The QA 4.0 Management
station can manage QuotaAdvisor 2.1 Servers as well. The physical file name is
SCMGR.exe. A second executable exists for running the QuotaAdvisor Monitor only. This
application is QAMGR.exe
2) The QAServer Service: The QAServer Service is the NT Service that communicates
directly to the QuotaAdvisor I/O Filter Driver. This Service can be run as under a User
Account (Service Account) or as the System Account. The Management Station (Client)
connects to this Service in order to create and modify quotas. If this Service is not
running, there is no means to create or modify quotas. Existing Quotas, however, will still
be enforced without this Service running.
3) The QAPolicy Service: The QAPolicy Service is the NT Service that executes the
Threshold Actions set on a Quota Object. QuotaAdvisor allows for several actions to be
taken when any of five potential thresholds are exceeded on a quota. The QuotaAdvisor
I/O Filter Driver notifies QAPolicy that a particular threshold has been exceeded and
QAPolicy executes the predefined actions.
QAPolicy Service can be run as under a User Account (Service Account) or as the
System Account. Keep in mind, that this account may need appropriate privileges and
permissions to take the appropriate action, such as writing to the event log or writing a
report to a specified output directory. When integrating with exchange mail, or nonSMTP mail, using mail profiles, the Service specified needs to have an associated mail
profile on the Server. This mail profile needs to be specified in the mail setup of
QuotaAdvisor.
4) The QuotaAdvisor I/O Filter Driver: This is the engine of QuotaAdvisor that enforces
quotas. The I/O Filter Driver is loaded into memory upon install (or reboot) and filters I/O
for purposes of quota enforcement. This file is physically located in {system
root}\ winnt\system32\drivers\qafilter.sys. You can also manage this I/O Filter Driver
(QAFilter) from the Control Panel/Devices applet. Disabling this device, or renaming or
deleting the physical file will keep the I/O Filter Driver from loading at boot. In order to
remove this file from memory, the device must be disabled, or the file renamed, and a
reboot is required.
Installation:
QuotaAdvisor has 4 separate, but similar installations depending upon demo or production version
installation, CD or download installation:
1) Demo Installation:
Does not require a key. A 30-day key is supplied. This key can be extended at the discretion of
W. Quinn Associates. To obtain a demo extension, run the \Program
Files\StorageCentral\4.0\bin\license executable. Note the registration number, and email that to
keys@wquinn.com, requesting a demo extension. DO NOT reinstall the demo on the same
Server. This will not provide a new key and is likely to inhibit the issuance of an extension key.
2) Production Installation:
Requires a Serial Number, which is included with the CD distribution shipped upon receipt of a
valid order. The Production version can be installed over top of the demo version without deinstalling the demo version. The QA manual states otherwise. This is because an upgrade from
2.1 to 4.0 required a de-install of 2.1. This document assumes the demo was of QA 4.0. If you do
decide to de-install the demo, it will not delete the quotas, assuming you respond to de-install
questions properly. However, a de-install will cause Templates to be lost, as they are stored in the
registry.
3) Install from Download file:
A download of the demo version or the production version is in self-extracting zip formatting.
When executed, the setup files will extract into the C:\Temp directory. The setup script will
automatically execute and prompt you for required information.
4) Install from CD:
The CD Install uses an auto-run feature that kicks off Internet Explorer to guide you through
install. If you are not running the appropriate version of Internet Explorer, this may pose a small
problem. Not to fear! The work-around is to browse the CD and run the appropriate setup
application. The CD is organized into directories named for the Quinn product.
Required Install information:
The install has all the typical prompts for acceptance of the license and all the other stuff you don’t
read and click through. The only important prompts are the following:
Username/Password:
This is simply asking for account information under which to run the QuotaAdvisor
Services – QAServer and QAPolicy. It defaults to the Administrator account, however,
you can choose any account with a valid password. If you click next without supplying a
password, the install will inform you that it will run the Services under the System
Account. This is fine, however, if you wish to integrate with Exchange mail, rather than
SMTP mail, this won’t work, because the account, under which the QAPolicy Service is
running, must have an associated Exchange Profile, and the System account does not.
Mail Setup:
QuotaAdvisor supports both Exchange mail and SMTP mail. The Exchange mail
information is located near the top of the Mail setup screen during installation. For
exchange mail, you need to specify the Profile that is associated with the User account
under which the QAPolicy service is running. No password is required. The password
may be necessary for NT 3.5-1 mail.
For SMPT mail, simply specify the name or IP address of your SMTP Server and the
Sender Address is any SMTP address. This is necessary so when a user is emailed an
alert, he can see who it is sent from and reply to it. You may consider creating a mail
account called Quota@{company_name}.com.
Is a Reboot Required?
A reboot is required if you are upgrading from a previous version or Build of QuotaAdvisor and
are updating the I/O Filter driver.
If you are installing the production version over top the demo version and the Build numbers are
the same, a reboot is not required because there is no change in the existing QuotaAdvisor I/O
filter driver already on your system. The install will prompt for a reboot if it sees that you are
installing a newer I/O filter driver.
If this is a fresh install of either the demo version or production version, a reboot is not necessary
but is suggested. We utilize the technology of dynamically loading the I/O filter driver into
memory, but when this is done, we have no choice but to load on top of the stack. This may pose
a problem if you are running other I/O filter drivers, especially undelete. QuotaAdvisor may not
see deletes if this is the case. A reboot ensures that all I/O filter drivers are loaded in the preferred
order.
Installing the Management Station only:
You can load the Management Station module on any Windows 95/98 machine or any Windows
NT 4.0 machine. The install is basically the same as a full install, but on the install screen that
gives you the option of Express or Custom, choose Custom. The next screen will display the
products that are being installed. Highlight the appropriate product, in this case QuotaAdvisor,
and click the Change button. This will display the modules. Uncheck the Server Modules and the
Management Station, Command Line Utilities and Explorer Snapins will be installed. Although
the install script requires a Serial Number to install any portion of QuotaAdvisor, these modules
are not counted against your license agreement and are free of charge.
Alpha Install and 3.5-1 Installs:
QuotaAdvisor does support the Alpha platform and NT 3.5-1. However, they are supported as
Server modules only. This means that the Management Station can not be loaded on Alpha or 3.51 machine. You can however, load the Management Station on a x86, Window 95/98 or NT 4.0
machine and connect to the Server modules running on Alpha or 3.5-1 for management of quotas
on those machines.
Getting Started Creating Quotas:
There are two types of Quotas, User quotas and Absolute quotas.
User Quota: A User Quota is set on individual User SID, that limits the amount of space that user
can own in the Object. File ownership is key here. As a rule, when a user creates a file, that user
owns the file, unless that user is a member of the Administrators Group, then, the file is owned by
the Group SID Administrators and not the individual user SID.
Absolute Quota: An Absolute Quota limits the size of the Object regardless of who writes to the
Object or who owns files in the Object. You can think of them as directory quota s.
A Practical Application:
Most customers are concerned with the size and growth of user home directories on the Server.
QuotaAdvisor 4.0 provides an easy way for setting quotas on user home directories. This would be
the Directory Learn Mode. Create a Template with all the appropriate settings. (IMPORTANT:
See Note Below).
Remember, if you choose to enforce the quota and set a quota value of 20MB, some users home
directories may already be larger than 20MB, hence, I/O to those directories would be stopped.
You do have the option of setting quota to be a percentage of current usage, such as 110%.
After creating your Template, create a new Object, which would be the Root of the User Home
directories, for example D:\Home. Then click the tab for Learn Mode and select the options for
Directory Learn Mode, specifying to apply the template you have created.
When you save this Quota, all the existing user home directories will get the quota specified in the
Template, and any future directory created under D:\Home will automatically be applied the same
quota. If you wish to modify any of the newly created quotas, you can do so, without affecting the
others.
User Learn Mode works in a similar fashion, except when a user quota is applied, it is applied to a
user SID and is based on file ownership. As a rule, you should exclude Administrators from User
Learn Mode. If you don’t, the Administrators Group SID will receive a quota. When members of
the Administrators Group write a file, the file is owned by the Group SID Administrators, and not
the individual user. If you do not exclude Administrators from User Learn Mode Quota, your
administrators may have problems writing to disk.
User Quotas are most useful on Public areas where there are no write restrictions. User Quotas on
such a share will allow you to limit how much an individual user can own in that share.
You can also use a combination of Absolute Quotas and User Quotas. An Absolute Quota of
500MB can be set on the D:\Public directory limiting its overall size. Individual User Quotas can
also be set on D:\Public limiting each user to 10MB.
Note: When creating or modifying a Template, DO NOT check the boxes next to the Permanent
Quota field. When checked, this field is grayed out and set to transparent. When a field is grayed
out it is sent to transparent and that field will be ignored when the Template is applied.
Transparent Templates are very useful, but have been a source of confusion. If you are creating
quota objects using a template and the quota doesn’t seem to get applied, check the Template and
ensure the fields are not grayed out and set to transparent. For information of Transparent
Templates, please see the manual or reference FAQ Incident # 990127-0036 on our online support
page found at http://support.wquinn.com.
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