Micro Focus Storage Manager 5.0 for eDirectory

Micro Focus Storage Manager 5.0
for eDirectory
Administration Guide
July 19, 2016
Legal Notices
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Contents
About This Guide
7
1 What’s New
1.1
1.2
1.3
1.4
1.5
1.6
1.7
1.8
1.9
9
New in Version 5.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
New in Version 4.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
New in Version 3.1.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
New in Version 3.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
New in Version 3.0.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
New in Version 3.0.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
New in Version 3.0.2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
New in Version 3.0.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
New in Version 3.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
2 Overview
15
3 Using SMAdmin
17
3.1
3.2
Launching SMAdmin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
3.1.1
Overriding Proxy Settings at Login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
3.1.2
Enabling Temporary Logging Override . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Using the SMAdmin Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
4 Managing Existing User Storage
4.1
4.2
4.3
4.4
4.5
4.6
4.7
4.8
4.9
4.10
4.11
4.12
4.13
21
Running the GSR Collector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Viewing Anomaly Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Running Consistency Check Reports on Existing Storage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Assigning Missing Home Folder Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Standardizing User Home Folder Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Creating a Blocking Policy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Creating a User Home Folder Policy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Removing a Preexisting Process for Creating User Home Folders . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Testing the User Home Folder Policy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Performing a Consistency Check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Testing a Rename Event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Testing a Cleanup Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
What’s Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
5 Managing User Home Folders
5.1
5.2
5.3
5.4
37
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
User Policies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Setting Up a Vaulting Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Creating a User Home Folder Policy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
5.4.1
Setting Policy Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
5.4.2
Setting Associations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
5.4.3
Provisioning Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Contents
3
5.5
5.6
5.7
5.8
5.9
5.4.4
Setting Target Paths . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
5.4.5
Setting Quota Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
5.4.6
Setting the Move Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
5.4.7
Setting Cleanup Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
5.4.8
Setting Vault Rules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
5.4.9
Setting Grooming Rules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
5.4.10 Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
5.4.11 Policy Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Using a Policy to Manage Inactive Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
5.5.1
Creating an Inactive Users Organizational Unit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
5.5.2
Creating an Inactive Users Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
5.5.3
Creating an Inactive Users Policy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
5.5.4
Setting an Inactive Users Policy Associations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
5.5.5
Setting Inactive Users Policy Provisioning Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
5.5.6
Setting Inactive Users Policy Target Paths . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
5.5.7
Setting Inactive Users Policy Cleanup Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Copying Policy Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Using a Policy to Manage Auxiliary Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
5.7.1
Creating an Auxiliary Storage Policy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
5.7.2
Linking a User Home Folder Policy to an Auxiliary Storage Policy . . . . . . . . . . . . . . . . . . . 54
5.7.3
Provisioning Auxiliary Storage for Existing Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
5.7.4
Establishing Auxiliary Purpose Mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Exporting Policies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Importing Policies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
6 Managing Existing Collaborative Storage
6.1
6.2
6.3
6.4
Assigning a Managed Path to Existing Group-based or Container-based Storage . . . . . . . . . . . . . . 61
Creating a Collaborative Storage Policy. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Performing Management Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Editing Collaborative Storage Policies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
7 Managing Collaborative Storage
7.1
7.2
7.3
7.4
7.5
7.6
7.7
7.8
4
61
71
Creating Collaborative Storage Objects in eDirectory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Understanding Collaborative Storage Template Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Determining How You Want to Structure Your Collaborative Storage . . . . . . . . . . . . . . . . . . . . . . . . 72
Creating a Collaborative Storage Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Setting Up Security for a Collaborative Storage Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
7.5.1
Establishing Trustee Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Understanding Collaborative Storage Policies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Creating a Group Collaborative Storage Policy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
7.7.1
Setting Group Policy Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
7.7.2
Setting Group Policy Associations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
7.7.3
Setting Group Policy Provisioning Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
7.7.4
Setting Group Policy Target Paths . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
7.7.5
Setting Group Policy Quota Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
7.7.6
Setting the Group Policy Move Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
7.7.7
Setting Group Policy Dynamic Template Processing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
7.7.8
Setting Group Policy Cleanup Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
7.7.9
Setting Group Policy Vault Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
7.7.10 Setting Group Policy Grooming Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Creating a Container Collaborative Storage Policy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
7.8.1
Setting Container Policy Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Micro Focus Storage Manager 5.0 for eDirectory Administration Guide
8 Using Quota Manager
8.1
8.2
8.3
89
Quota Management Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Managing Quotas Through Quota Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Understanding Quota Manager Status Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
9 Reference
9.1
9.2
9.3
95
Main Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
9.1.1
Start Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
9.1.2
Engine Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
9.1.3
Storage Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
9.1.4
Management Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
9.1.5
Policy Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
9.1.6
Pending Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
9.1.7
Path Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
9.1.8
Object Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
9.1.9
Storage Resource List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
9.1.10 GSR Collector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
9.1.11 Scheduled Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
9.1.12 Data Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Reports Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
9.2.1
Consistency Check Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
9.2.2
Action Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
9.2.3
Anomaly Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
9.2.4
Runtime Config . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
9.2.5
Storage Resource Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
9.2.6
Global Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Configure Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
9.3.1
Engine Config . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
9.3.2
Event Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
9.3.3
Agent Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
9.3.4
Client Config . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
9.3.5
Check Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
A eDirectory Schema Extensions
A.1
A.2
129
Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
A.1.1
cccFSFAction Cleanup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
A.1.2
cccFSFactoryActionExecuteTime . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
A.1.3
cccFSFactoryActionLinkNext . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
A.1.4
cccFSFactoryActionOperation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
A.1.5
cccFSFactoryActionOption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
A.1.6
cccFSFactoryActionPath1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
A.1.7
cccFSFactoryActionPath2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
A.1.8
cccFSFactoryActionResult . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
A.1.9
cccFSFactoryActionStatus. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
A.1.10 cccFSFactoryActionTarget . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
A.1.11 cccFSFactoryActionTrigger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
A.1.12 ccx-FSFAuxiliaryStorage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
A.1.13 ccx-FSFManagedPath . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
Classes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
A.2.1
cccFSFactoryAction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
A.2.2
ccx-FSFManagedAttributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
A.2.3
ccx-ProxyAccount . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Contents
5
B AuxMap
141
C Glossary
145
D Documentation Updates
147
D.1
D.2
D.3
D.4
D.5
D.6
D.7
D.8
D.9
D.10
6
July 19, 2016 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
October 7, 2014 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
October 17, 2013 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
June 12, 2013 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
February 13, 2013 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
January 18, 2013 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
February 2, 2012 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
July 5, 2011 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
May 16, 2011 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
February 14, 2011 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Micro Focus Storage Manager 5.0 for eDirectory Administration Guide
About This Guide
This administration guide is written to provide network administrators the conceptual and procedural
information for managing user and collaborative storage by using Micro Focus Storage Manager for
eDirectory.
 Chapter 1, “What’s New,” on page 9
 Chapter 2, “Overview,” on page 15
 Chapter 3, “Using SMAdmin,” on page 17
 Chapter 4, “Managing Existing User Storage,” on page 21
 Chapter 5, “Managing User Home Folders,” on page 37
 Chapter 6, “Managing Existing Collaborative Storage,” on page 61
 Chapter 7, “Managing Collaborative Storage,” on page 71
 Chapter 8, “Using Quota Manager,” on page 89
 Chapter 9, “Reference,” on page 95
 Appendix A, “eDirectory Schema Extensions,” on page 129
 Appendix B, “AuxMap,” on page 141
 Appendix C, “Glossary,” on page 145
 Appendix D, “Documentation Updates,” on page 147
Audience
This guide is intended for network administrators who manage user and collaborative network
storage resources.
Feedback
We want to hear your comments and suggestions about this guide and the other documentation
included with this product. Please use the User Comment feature at the bottom of each page of the
online documentation, or go to www.novell.com/documentation/feedback.html and enter your
comments there.
Documentation Updates
For the most recent version of the Micro Focus Storage Manager 5.0 for eDirectory Administration
Guide, visit the Novell Storage Manager Web site (http://www.novell.com/documentation/
storagemanager5/index.html).
Additional Documentation
For additional Micro Focus Storage Manager documentation, see the following guide at the Novell
Storage Manager Documentation Web site (http://www.novell.com/documentation/storagemanager5/
index.html):
 Micro Focus Storage Manager 5.0 for Active Directory Installation Guide
About This Guide
7
8
Micro Focus Storage Manager 5.0 for eDirectory Administration Guide
1
What’s New
1
Micro Focus Storage Manager 5.0 for eDirectory provides new features and product enhancements.
A summary of some of the more notable new features and enhancements follows.
 Section 1.1, “New in Version 5.0,” on page 9
 Section 1.2, “New in Version 4.0,” on page 9
 Section 1.3, “New in Version 3.1.1,” on page 10
 Section 1.4, “New in Version 3.1,” on page 10
 Section 1.5, “New in Version 3.0.4,” on page 10
 Section 1.6, “New in Version 3.0.3,” on page 11
 Section 1.7, “New in Version 3.0.2,” on page 11
 Section 1.8, “New in Version 3.0.1,” on page 11
 Section 1.9, “New in Version 3.0,” on page 12
1.1
New in Version 5.0
Re-branded Administrative Interface
The Storage Manager administrative interface has been re-branded. Based on this re-branding, some
filenames and paths have been updated.
1.2
New in Version 4.0
Search Feature Enabled on New Pages in SMAdmin
Allows you to browse and filter through a tree structure of the file system to locate data.
Data Copying
This new feature allows you to copy specific data across the network without the need for a policy.
For more information, see Section 9.1.12, “Data Management,” on page 112.
Pre-copy during Enforce Policy Path
Lets you move files in two stages—closed files first, then the open ones once they have been closed.
For more information, see “Enforce Policy Paths” on page 101.
Agent and Event Monitor Status Warning
Agent and Event Monitor status warnings are now visible in the Engine Status form. Clicking on them
will take you directly to the configuration form for the respective component.
What’s New
9
Clear Managed Path Attribute
This new Management Action allows for the desired policy type attribute to be cleared in eDirectory.
For more information, see “Clear Managed Path Attribute” on page 104.
Quota Manager Logging
When a Quota Manager changes quota for a managed path, the action is now recorded in the Engine
log.
1.3
New in Version 3.1.1
Leveling Algorithm
The Leveling Algorithm setting of a policy's Target Paths page now lets you structure the home
folders so that they are categorized by the first or last letter of a username through a subordinate
folder. A new Leveling Length field allows you to enter up to 4 characters, making it so that you can
organize home folders by year. For more information, see Section 5.4.4, “Setting Target Paths,” on
page 41.
Pending Events
You can now place comments on deferred pending events. This allows an administrator to specify to
other administrators, the reason why he or she deferred the event. For more information, see
Section 9.1.6, “Pending Events,” on page 108.
Bypassable Events
Allows Storage Manager to automatically attempt to address any pending events that can bypass
administrative action. For more information, see Section 5.4.1, “Setting Policy Options,” on page 38.
Deleting Event Monitors and Agents
Event Monitors and Agents must be deauthorized before they can be deleted. For more information
see “Deleting an Event Monitor” on page 124 and “Deleting an Agent” on page 124.
1.4
New in Version 3.1
Integration with Novell File Reporter 2.0
Novell File Reporter 2.0 can report on the files and folders of the target paths of Novell Storage
Manager policies.
1.5
New in Version 3.0.4
Certificate Management
Enhanced SSL Certificate Management enables you to generate your own SSL certificates when
installing the Engine. For more information, see “Engine Certificate Management.”
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Micro Focus Storage Manager 5.0 for eDirectory Administration Guide
Data Movement
Beginning with the release of Novell Storage Manager for eDirectory 3.0.4, the default behavior of
checking for open files before movement of data has changed. By default, Storage Manager for
eDirectory no longer checks if there are open files within a given source path.
This approach differs from previous versions of Storage Manager, which performed an enumeration
of all folders and files in a source path to determine if any files were open. This change applies to user
and collaborative storage.
If you want to enable the previous exhaustive open file checking prior to the movement of data, edit
the configuration file at /etc/opt/novell/storagemanager/engine/config/nsmengine.conf and
add the following setting within the Engine settings:
<ParanoidOpenFileCheck>1</ParanoidOpenFileCheck>
After you add the setting, you must restart the Engine.
1.6
New in Version 3.0.3
Performance Enhancements
This update includes significant performance enhancements that speed up provisioning user storage,
processing templates, enforcing policy paths, and vaulting.
1.7
New in Version 3.0.2
Novell Storage Manager 3.0.2 for eDirectory includes a variety of enhancements designed to improve
the performance of the product. For details, refer to the Release Notes.
1.8
New in Version 3.0.1
Copy Policy Data
Copy Policy Data allows you to copy all or a portion of the policy settings of one policy into another
policy. For more information, see Section 5.6, “Copying Policy Data,” on page 50.
Export Policy
Provides the ability to export policies so that they can be imported later. For more information, see
Section 5.8, “Exporting Policies,” on page 56.
Import Policy
Provides the ability to import policies that were previously exported. For more information, see
Section 5.9, “Importing Policies,” on page 57.
What’s New
11
Action Objects
To enable the automation of very distinct storage actions outside of what is practical with Storage
Manager policies, Storage Manager 3.0.1 for eDirectory includes new Action Objects APIs. Action
Objects enable specific actions in coordination with other applications that manage through
eDirectory or LDAP. One such example is Novell Identity Manager. For information on using Action
Objects, see the Novell Storage Manager 3.0.1 for eDirectory Action Objects Reference Guide.
1.9
New in Version 3.0
Open Enterprise Server 2 Hosted Engine
The Novell Storage Manager 3.0 for eDirectory Engine runs exclusively on a Novell Open Enterprise
Server 2 machine. For the first time, Novell Storage Manager for eDirectory has no NetWare
dependencies or NetWare components. NetWare servers can still be managed by Novell Storage
Manager by using the Agent as a proxy agent.
Scheduling Tasks
Novell Storage Manager 3.0 for eDirectory lets administrators schedule file grooming and data
collection from the GSR Collector (formerly known as the “Janitor”).
SQL Database
In previous versions of Novell Storage Manager for eDirectory, the policies were stored in eDirectory.
Policies now reside as SQL database files in an SQLite database that is installed where the Engine is
installed. Additionally, the database is used for system cataloging.
Extending the Schema Is Not Always Mandatory
If you choose to not implement collaborative storage or auxiliary storage, you do not need to extend
the eDirectory schema.
Evaluation License Limited Functionality
The 30-day evaluation license does not require you to extend the eDirectory schema. The evaluation
license limits storage management to most of the user home folder management features in Novell
Storage Manager 3.0 for eDirectory.
Upgrading
Upgrading from Novell Storage Manager 2.5x to 3.0 requires a migration from the 2.5x Engine to the
3.0 Engine. A new Migration utility simplifies the migration.
Policy Associations
Multiple policies can now be assigned to an object concurrently.
Quota Management
Storage quota can now be set for collaborative storage folders. Quota managers are now assigned
through the policy definition, rather than through eDirectory rights assignments.
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Micro Focus Storage Manager 5.0 for eDirectory Administration Guide
Extended Character Set Support
Novell Storage Manager 3.0 for eDirectory supports extended character sets in eDirectory and the file
system data.
64-Bit Components
The Engine, Event Monitor, and Agents are all available as 64-bit components. Each of these
components are available as 32-bit components as well.
What’s New
13
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Micro Focus Storage Manager 5.0 for eDirectory Administration Guide
2
Overview
2
Micro Focus Storage Manager introduces management and structure to an unmanaged and
unstructured network storage system. In the process, it automates the full life cycle management of
user and group storage. Leveraging directory services (commonly referred to as “the directory”),
Storage Manager automates a comprehensive set of storage management tasks based on events,
identity, and policies.
The Directory
NetIQ eDirectory stores the identity information about the users and groups that Micro Focus Storage
Manager manages. When Storage Manager is installed, it adds or modifies user and group attributes
so that they can be managed through Storage Manager.
Events
When a user in eDirectory is added, moved, renamed, or deleted, it is known as a directory “event.”
Policies
Policies within Storage Manager indicate what storage-specific actions to enact when an event in
eDirectory takes place. These actions include creating user storage when a new user is added to
eDirectory, moving storage when a user is moved from one organizational unit or group to another,
and archiving or deleting storage when a user is removed.
Micro Focus Storage Manager for eDirectory lets you create the following types of policies:
User Home Folder: Manages home folders for users who access their storage from an assigned
user workstation.
Container: Manages the users located in an organizational unit.
Group: Manages the users that are members of a group.
Auxiliary: Manages additional storage that you can create automatically in association with a User
Home Folder policy.
Engine
The Engine performs actions based on events in eDirectory and the defined Storage Manager
policies. These include provisioning, moving, grooming, deleting, renaming, and vaulting in the file
system. There is only a single Engine per directory tree.
Event Monitor
The Event Monitor monitors changes to eDirectory based on create, move, rename, and delete
events. Event monitors should be configured to monitor at least one server per eDirectory partition
ring that you care about. That is, servers that hold a replica for each eDirectory partition that contains
objects that you wish to receive event data about and for which Storage Manager will consequently
manage storage.
NOTE: As a best practice, install two Event Monitors per replica ring.
Overview
15
Agent
Agents perform copying, moving, grooming, deleting, and vaulting through directives from the Engine.
For optimum performance, Agents should be installed on all servers with storage managed by Micro
Focus Storage Manager.
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Micro Focus Storage Manager 5.0 for eDirectory Administration Guide
3
Using SMAdmin
3
SMAdmin is the administrative interface for Micro Focus Storage Manager. All management tasks run
from this easy-to use Windows application. SMAdmin is built from the Microsoft .NET Framework and
is run from a Windows workstation or server.
Procedures for installing SMAdmin are included in “Installing and Configuring SMAdmin ” of the Micro
Focus Storage Manager 5.0 for eDirectory Installation Guide. If you have not yet installed SMAdmin,
go to that guide to install it before proceeding with this section.
 Section 3.1, “Launching SMAdmin,” on page 17
 Section 3.2, “Using the SMAdmin Interface,” on page 19
3.1
Launching SMAdmin
1 Double-click the SMAdmin icon from the Windows desktop.
An authentication dialog box appears.
2 In the Engine field, specify the DNS name or IP address where the Engine service is installed.
3 In the Port field, specify the secure port number.
The default setting is 3009.
4 Specify the username.
You must specify the username in fully distinguished username format.
5 Specify the password.
The user must be a member of the SMAdmins group to be able to log in.
6 Click Login.
Using SMAdmin
17
3.1.1
Overriding Proxy Settings at Login
As a .NET application, SMAdmin is managed by the proxy configurations and exceptions of Microsoft
Internet Explorer. If you do not have an exception in your proxy settings to allow for SMAdmin, the
SMAdmin application might not launch.
Try to launch SMAdmin using the default setting first. If you are unable to log in, use the following
procedures:
1 Repeat Step 1 on page 17 through Step 5, then click the Proxy and Logging Options button to
expand the authentication dialog box.
2 Select Do not use a Proxy.
3 Click Login.
3.1.2
Enabling Temporary Logging Override
Selecting Enable Temporary Logging Override indicates that you want Storage Manager to override
any logging configuration settings you have set for the Engine and the Agent in SMAdmin, and to
create log files during this session. The data contained in the log files might be useful for
troubleshooting.
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Micro Focus Storage Manager 5.0 for eDirectory Administration Guide
3.2
Using the SMAdmin Interface
The SMAdmin interface has three tabs: Main, Reports, and Configure. Clicking each tab displays an
associated toolbar directly below the tabs. The toolbar is divided into sections based on the actions
that are available. Clicking a tool displays data or an interface for performing a management task.
The default display is the Engine Status page, which is discussed in detail in the Reference chapter of
this guide.
All other Storage Manager tools are covered in the other sections of this guide.
Using SMAdmin
19
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Micro Focus Storage Manager 5.0 for eDirectory Administration Guide
4
Managing Existing User Storage
4
Because Micro Focus Storage Manager for eDirectory is deployed into an existing Micro Focus
(formerly Novell) network with users, groups, and containers already established in eDirectory, your
principle focus should be to start managing the storage that is assigned to these users. This process
involves several tasks:
 Running reports to determine the status of your user storage
 Creating policies that standardize the storage allocation, quota, rights, and more
 Managing the users through Manage Operations
 Testing these policies to verify that they are working as desired
By completing this section, you not only put your existing users’ storage into a managed state and set
it up for ongoing management through Storage Manager, but you also learn the basic procedures for
reporting and for setting user policies.
 Section 4.1, “Running the GSR Collector,” on page 22
 Section 4.2, “Viewing Anomaly Reports,” on page 22
 Section 4.3, “Running Consistency Check Reports on Existing Storage,” on page 23
 Section 4.4, “Assigning Missing Home Folder Attributes,” on page 23
 Section 4.5, “Standardizing User Home Folder Attributes,” on page 25
 Section 4.6, “Creating a Blocking Policy,” on page 25
 Section 4.7, “Creating a User Home Folder Policy,” on page 27
 Section 4.8, “Removing a Preexisting Process for Creating User Home Folders,” on page 33
 Section 4.9, “Testing the User Home Folder Policy,” on page 33
 Section 4.10, “Performing a Consistency Check,” on page 33
 Section 4.11, “Testing a Rename Event,” on page 34
 Section 4.12, “Testing a Cleanup Rule,” on page 34
 Section 4.13, “What’s Next,” on page 35
After completing the procedures in this section, refer to the remainder of the Micro Focus Storage
Manager 5.0 for eDirectory Administration Guide for more detailed content on these tasks as well as
many others.
Managing Existing User Storage
21
4.1
Running the GSR Collector
The Global Statistics Reporting (GSR) Collector collects data for general statistics, presents historical
data, reports on anomalies such as potential orphaned home folders, and catalogs managed storage
movement.
As the first step in managing your existing user storage through Storage Manager, you should run the
GSR Collector. Depending on the size of your network, running the GSR Collector might be resource
intensive and can take some time to complete. After you run the GSR Collector the first time, you
should schedule it to run at a regularly scheduled time, preferably after regular business hours.
1 Launch SMAdmin.
2 In the Main tab options, click GSR Collector.
3 Click Run Collector.
4.2
Viewing Anomaly Reports
The GSR Collector can generate anomaly reports to identify issues that might need to be addressed
before you create storage policies. The anomaly report, which is generated through data collected by
the GSR Collector, lists potential problems according to seven different categories:
Tab Name
Explanation
Orphan Candidates
Lists home directories that are not currently assigned to a User object in
eDirectory.
Name Mismatch
Lists cases where a username and the associated home directory name do not
match. This is frequently the case when a User object is renamed, but the
corresponding home directory is not.
Path Overlap
List home directories that are parent paths of other user home directories. For
example, a user’s home directory attribute in eDirectory is set to
VOL1:\HOME\USERS instead of VOL1:\HOME\USERS\JBANKS. This is a
potential conflict because if you move an object that resides in the first path, it
moves all users below the user.
Duplicate Storage Pointer
Lists users that have identical home directory paths.
Missing Primary Folders
Lists users who do not have assigned home directories.
Other Missing Folders
Lists users that have auxiliary storage assigned, but the storage is not yet
created.
Objects Not Managed
Lists objects in eDirectory whose managed path is populated with a value but
are not managed through Storage Manager.
1 In SMAdmin, click the Reports tab.
2 Click Anomaly Reports.
3 Click the tab for the category you want to view.
At this point, because none of your existing users are being managed through Storage Manager,
each user in eDirectory should be listed when you click the Objects Not Managed tab.
Additionally, you might notice other potential problems by viewing data categorized through the
other tabs.
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Micro Focus Storage Manager 5.0 for eDirectory Administration Guide
4.3
Running Consistency Check Reports on Existing
Storage
When Micro Focus Storage Manager is installed, you need to analyze and correct any issues that
might exist in the current user storage environment. Issues might include missing storage quotas,
inconsistent home folder attributes, inconsistent home folder rights, missing home folders, and
inconsistent file paths. Storage analysis begins by running consistency check reports on existing user
storage prior to creating and implementing storage policies.
In addition to reporting on storage issues, consistency check reports let you review current quota
assignments and can help you in designing and planning storage policies.
1 In SMAdmin, click the Main tab.
2 Click Storage Management.
3 In the left pane, browse through the directory tree so that an organizational unit with the users for
whom you want to generate the consistency check report is displayed in the right pane.
4 In the right pane, right-click the container and select User Actions > Consistency Check.
5 Click Run and view the results in the bottom panel.
6 Click Expand to expand the view.
Because none of the users are currently managed through Storage Manager, each user has a
Management status of Not Managed. Additionally, there are no established storage quotas and
there might be inconsistent directory attributes, rights, flags, and file paths, along with various
warnings or errors that you can mouse over to view the specifics.
To export a consistency check report for printing, see Section 9.2.1, “Consistency Check
Reports,” on page 113.
4.4
Assigning Missing Home Folder Attributes
The consistency check report’s DS Path column indicates the path (also referred to as “attributes”) of
the user’s assigned home folder. If no path is indicated, it is because the home folder attribute is not
set in eDirectory.
Storage Manager allows you to populate any missing home folder attributes or correct attributes that
are not configured correctly. You do this by selecting a path and looking for a match on each user’s
ID. You also have the option to overwrite an existing attribute based on a match found.
If no home folder exists for the user, Storage Manager can create one automatically when the target
path for the home folder is indicated in the policy. For more information, see Section 4.5,
“Standardizing User Home Folder Attributes,” on page 25.
1 In SMAdmin, click the Main tab.
2 Click Storage Management.
3 In the left pane, browse through the tree so that an organizational unit with users that need home
folder attributes appears in the right pane.
4 In the right pane, select the desired container.
5 Click User Actions > Assign Managed Path.
Managing Existing User Storage
23
6 In the Matched Path Assignment portion of the window, make sure the Assign if Home Directory
attribute not set option is selected.
7 Click Browse, use the Path Browser dialog box to browse to the path where your user home
folders in the selected organizational unit reside, then click OK.
The selected path appears in the Parent Path field.
8 Verify that the Run in Check Mode check box is selected.
Check mode allows you to view the results of the action, without actually making changes.
9 Click Run.
10 Click Expand to expand the view.
Storage Manager summarizes any problems it can resolve in the Action column.
11 Click Collapse.
12 If you approve of the actions Storage Manager took in Check mode, deselect Run in Check
Mode and click Run.
13 Run a new consistency check report by selecting the organizational unit you selected in Step 3
on page 23, clicking Consistency Check, then clicking Run.
14 Observe that all users now have home directory attributes listed in the DS Path column.
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Micro Focus Storage Manager 5.0 for eDirectory Administration Guide
4.5
Standardizing User Home Folder Attributes
As a best practice, you should have all of your user home folder attributes set to a path that ends with
the user’s home folder name, rather than the parent path. For example, instead of user EBROWN
having a home folder attribute of VOL2:\USERS, it should be set to VOL2:\USERS\EBROWN.
Storage Manager lets you easily standardize home folder attributes by overwriting attributes linked to
the parent path.
1 In SMAdmin, click the Main tab.
2 Click Storage Management.
3 In the left pane, browse through the tree so that a container with users that need standard home
folder attributes appears in the right pane.
4 In the right pane, right-click the desired organizational unit and select User Actions > Assign
Managed Path.
5 Select the Always overwrite Managed Path attribute option.
6 Click Browse, use the Path Browser dialog box to browse to the path where you want all home
folders in the selected container to reside, then click OK.
7 Verify that the Run in Check Mode check box is selected.
8 Click Run.
9 Click Expand to expand the view.
Storage Manager summarizes any problems it can resolve in the Action column. Resulting home
folder attributes that will be created are displayed as “Match found. Managed path would be set.”
10 Click Collapse.
11 If you approve of the actions Storage Manager took in check mode, deselect Run in Check Mode
and click Run.
12 Run a new consistency check report by selecting the organizational unit you selected in Step 4,
clicking Consistency Check, then clicking Run.
13 Observe that all users who did not previously have proper home folder attributes, now do.
4.6
Creating a Blocking Policy
Storage Manager provides the ability to create “blocking policies” that block other Storage Manager
policies from affecting members of organizational units, members of groups, or even individual users.
For example, you might have proxy users such as a BACKUP PROXY or VIRUS SCAN PROXY who
do not need a home folder. Or, you might have an organizational unit within an organizational unit
whose members you do not want to be assigned home folders.
Creating a blocking policy is as easy as creating a group, adding the users you want to block from a
policy to the group, and then using SMAdmin to create the blocking policy and associate it to the
group.
NOTE: Blocking policies can be assigned to users, groups or containers.
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IMPORTANT: Before proceeding, you should create a group in eDirectory whose members you want
to block from the effects of any Micro Focus Storage Manager policies that you create.
1 In SMAdmin, click the Main tab.
2 Click Policy Management.
3 In the Manage Policies menu, select Create Policy > Create User Home Folder Policy.
The following screen appears:
4 Specify a descriptive name in the Name field, such as “Block Policy,” leave the User option
selected, then click OK.
The Policy Options page appears.
5 Deselect the Process Events for Associated Managed Storage check box.
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A description at the right of the check box indicates that the policy is now a blocking policy.
6 In the left pane, click Associations.
7 Click the + sign.
8 Browse down and locate the user, group, or container that you want to block from the effects of
Storage Manager policies, then drag it to the Selected Items pane.
9 Click OK to save the setting.
10 Click OK to save the block policy.
4.7
Creating a User Home Folder Policy
A policy in Storage Manager is the means by which Storage Manager provisions, manages, deletes,
and archives storage. The parameters within the policy dictate where user storage is created, what
rights are granted, what quota to assign, what to do when a user is deleted, and much more.
IMPORTANT: Only one policy of the same type can be associated with a volume, container, group, or
user.
1 In SMAdmin, click the Main tab.
2 Click Policy Management.
3 In the Manage Policies menu, select Create Policy > Create User Home Folder Policy.
The following screen appears:
4 Specify a descriptive name for the policy, such as “Los Angeles Division,” then click OK.
The Policy Options page appears.
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5 Set the Policy Options specifications for the policy:
5a If you want the container’s subcontainers to inherit the policy settings, leave the Policy
applies to subcontainers check box selected. Otherwise, deselect it.
5b If you will have users that are members of multiple groups, which means they could be
affected by multiple policies, use the Policy Weight field to indicate a weight for this policy.
When multiple policies pertain to a user, Storage Manager uses the highest weight number
to determine which policy to apply.
6 Set the associations:
6a In the left pane, click Associations.
6b Click Add.
6c Browse to and locate the organizational unit, Group object, or User object you want the
policy applied to, then drag it to the Selected Items pane.
6d Click OK.
7 Set the provisioning specifications:
7a In the Folder Properties region, specify the settings you want for the rights to be applied to
network home folders that are created through this policy. Select the Policy-Defined Default
Attributes check box, to activate additional check boxes.
7b In the Template Folder region, click the Browse button to locate and place a path to a
template directory that can be copied into each home folder.
For more information on templates, see Step 3 on page 41.
7c In the Home Folder region, leave the Set target path server as Default Server check box
selected.
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8 Set the target paths:
8a In the left pane, click Target Paths.
8b Click Add, browse to the volume or folder where you want your home folders to reside,
right-click and choose Select to add the target path to the Selected Paths pane.
8c Click OK.
8d If you want to set the location of home directories among different paths, repeat Step 8b to
include all the paths you want.
8e If you have multiple paths listed, select a distribution method from the Distribution drop-
down list.
For an explanation of storage distribution, see Section 5.4.4, “Setting Target Paths,” on
page 41.
8f Leave the other fields as they are currently set.
8g Click Apply to save your settings.
9 Set the quota options:
9a In the left pane, click Quota Options.
9b In the Initial Quota region, specify the amount of initial storage space to be allocated to all
users associated with this policy.
9c (Optional) In the Quota Management region, click the Enable Quota Manager / Quota
Preservation for this Policy check box, to display additional options.
9d Select one of the following Quota Maximum options:
 Use the No Maximum Quota option to specify that the users managed by this policy will
be granted additional storage quota when they need more.
 Use the Maximum Quota field to specify the maximum amount of storage that is
allocated to a user. This allocation comes through the quota increment settings below.
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9e (Optional) Select one of the following Quota Increment options:
 Select the Set quota increment manually option to allow users who are designated as
quota managers to set quotas manually.
 Select the Increment quota by option to indicate the size in MB for each new allocation
of additional storage quota.
9f Click Apply to save your settings.
10 Set the move schedule:
10a In the left pane, click Move Schedule.
10b Specify the hours when Storage Manager can perform data migrations.
For more information on data migrations, see Section 5.4.6, “Setting the Move Schedule,”
on page 45.
10c Click Apply to save the settings.
11 Set the cleanup options:
11a In the left pane, click Cleanup Options.
11b In the Storage Cleanup region, select the Enable check box to indicate if you want user
storage associated with this policy deleted when a user is removed from eDirectory.
If you select the check box, you can specify the number of days a user home folder and its
contents will remain before it is deleted.
11c If you want user storage associated with this policy vaulted, in the Vault on Cleanup region,
select the Enable check box and use the Browse button to indicate a path to the vault
location.
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11d Click Apply to save your settings.
If you have both Storage Cleanup and Vault on Cleanup enabled, Storage Manager vaults
the data and then deletes it after the specified period of time. If you have Vault on Cleanup
but not Storage Cleanup enabled, Storage Manager vaults the data immediately and never
cleans it up.
12 Set the vault rules:
12a In the left pane, click Vault Rules.
12b Click the Add to create vault rules.
For example, in the rule above, all .tmp files are deleted prior to their home folder being
vaulted. When the specified number of days in the Cleanup storage after field has passed,
the home folder is deleted from the specified vault location.
12c Click Apply to save your settings.
13 Set the grooming rules:
13a In the left pane, click Grooming Rules.
13b Click Add.
13c Select either Vault or Delete from the Action drop-down menu to specify whether to vault or
delete a particular type of file.
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13d In the File Name Mask field, indicate the type of file for which this grooming rule will take
action. For example, *.mp3 and *.mp4.
To narrow the scope of the grooming rule, you can use the filter settings in the lower portion
of the dialog box.
For example, if you select Greater than from the File Size Filter drop-down menu, enter 2 as
the Numeric Criteria, and select MBs as the Unit setting, the grooming rule in this example
vaults all MP3 files greater than 2 MB. Setting additional filters narrows the scope of the
grooming action even more.
13e Click OK to save the grooming rule.
13f Repeat Step 13a through Step 13e to create additional grooming rules.
13g Click Apply to apply the grooming rules.
14 Click OK to save the policy settings.
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4.8
Removing a Preexisting Process for Creating User
Home Folders
When you create and configure a policy, it is important to understand that Storage Manager is now set
up to provision and manage all new users that are created in the associated container.
If you have a network tool such as ConsoleOne or iManager creating home folders when a new user
is added to the container or group associated with a policy, you need to remove the setting that
creates the home folder.
You might also need to notify anyone who previously managed storage for those users that are now
being managed by Storage Manager, to cease any manual storage management tasks such as home
folder creation, renames, moves, etc., and let Storage Manager now manage the user storage.
4.9
Testing the User Home Folder Policy
You should now create a test user to confirm that Storage Manager will provision and deprovision the
test user’s home folder according to the policy rules that you created.
1 Using ConsoleOne or iManager, create a new user such as TESTUSER in the organizational
unit associated with the policy you configured in Section 4.7, “Creating a User Home Folder
Policy,” on page 27.
2 In SMAdmin, click the Main tab.
3 Click Path Analysis.
4 In the left pane, browse down to the location where the new home folder for the new TESTUSER
is located.
5 Select the TESTUSER home folder, then select Folder Trustees.
This displays the View Trustees page.
6 Verify that the rights that you set in Step 7a on page 28 are those that you set in the policy.
7 Click OK to close the View Trustees page.
8 Click Quota.
This displays the View Quota dialog box.
9 Verify that the quota specifications that you set in Step 9 on page 29 are those that you set in the
policy.
10 Click OK to close the View Quota dialog box.
4.10
Performing a Consistency Check
Performing a follow-up consistency check allows you to verify that other policy specifications that you
established in the user home folder policy are being enacted.
1 In SMAdmin, click the Main tab.
2 Click Storage Management.
3 In the left pane, browse to select the organizational unit associated with the policy that you
created earlier.
4 Select the Filters check box that is associated with Users.
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5 In the right pane, locate and right-click TESTUSER, then select User Actions > Consistency
Check.
The Take Action – User Mode page appears.
6 Click Process Selected Targets.
7 Verify that the settings for the home directory attribute (DS Path), Flags, Rights, and Quota are
what you established when you configured the policy. Additionally, verify that the Management
status is set to “Managed” and that the Mgmt Path and DS Path match (a check mark in the
Paths Match column indicates a match).
4.11
Testing a Rename Event
This procedure lets you verify that a user’s home folder attribute is updated following a rename event.
1 Use iManager or ConsoleOne to rename the user from the suggested TESTUSER name to a
name such as TESTUSER2.
2 In SMAdmin, while you are still displaying the users through the Storage Management page,
click Refresh to refresh the screen and see the renamed user.
3 Right-click the renamed user and select User Actions > Consistency Check.
4 Verify that the home folder and the directory attribute have been updated in the DS Path and
Mgmt Path columns.
4.12
Testing a Cleanup Rule
This procedure lets you verify that Storage Manager cleans up a user’s storage according to the user
home folder policy that you created earlier.
1 Use iManager or ConsoleOne to delete TESTUSER2.
2 If you chose to delay the cleanup of user storage for a set amount of days in Step 11b on
page 30, open SMAdmin, click the Main tab > Pending Events > Deferred to view any
information indicating the deferred number of days for the storage cleanup.
3 Click Path Analysis.
4 In the left pane, browse to the location where the TESTUSER2 resided and verify that the folder
has been deleted.
5 (Conditional) If you set your policy to vault deleted storage, browse to the location in the left pane
where you chose to vault deleted storage in Step 11c on page 30 and verify that TESTUSER2
was vaulted:
5a If you set your policy to delay the cleanup of user storage for a set amount of days in
Step 11b on page 30, click Pending Events to view details on deferred action.
5b Right-click the listed deferred action, then select Properties. In the Properties dialog box,
then verify that the Next Eligible Time displays a date that corresponds to the number of
days you set in your policy for the deleted storage to be cleaned up.
5c Click OK to close the dialog box.
6 Because this is a test user, perform the storage cleanup immediately by once again right-clicking
the listed deferred action and selecting Make Eligible.
7 Click Path Analysis and browse to the location in the left pane where you viewed the vaulted
storage, then verify that the storage has been cleaned up.
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4.13
What’s Next
Now that you have created and tested a User Home Folder policy, you can create User Home Folder
policies for the users in other containers or groups. You can do so based on the overview and
procedures you were given in this chapter, or you can review Chapter 5, “Managing User Home
Folders,” on page 37, which provides a more comprehensive discussion of performing user-based
storage tasks in SMAdmin.
When you have a better understanding of the user-based storage capabilities in Storage Manager,
you can proceed to have Storage Manager manage your collaborative-based storage. Refer to
Chapter 7, “Managing Collaborative Storage,” on page 71 for a comprehensive discussion and
procedures for performing collaborative storage tasks.
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5
Managing User Home Folders
5
 Section 5.1, “Overview,” on page 37
 Section 5.2, “User Policies,” on page 37
 Section 5.3, “Setting Up a Vaulting Location,” on page 38
 Section 5.4, “Creating a User Home Folder Policy,” on page 38
 Section 5.5, “Using a Policy to Manage Inactive Users,” on page 48
 Section 5.6, “Copying Policy Data,” on page 50
 Section 5.7, “Using a Policy to Manage Auxiliary Storage,” on page 51
 Section 5.8, “Exporting Policies,” on page 56
 Section 5.9, “Importing Policies,” on page 57
5.1
Overview
In Chapter 4, “Managing Existing User Storage,” on page 21, you created and configured a blocking
policy and a User Home Folder policy to put your existing storage in a managed state. In this section
you will learn in greater detail about how to create and configure User Home Folder policies, along
with other policies associated with user storage. These include:
 User policies
 Auxiliary storage policies
5.2
User Policies
User policies automate the provisioning, ongoing management, and disposition of network user home
folders. A user policy can be associated with the following eDirectory objects:
 Organization
 Organizational Unit
 Group
 User
If you associate a user policy to an Organization object or Organizational Unit object, the policy
affects all users that reside in those areas of the directory, unless it is specifically blocked through a
blocking policy. If you associate the policy to a group, it affects all members of the group.
Standard directory inheritance applies to policy associations. This means that if you assign a policy to
an Organization object but there is a policy at an Organizational Unit object the policy associated with
the Organizational Unit object will be the active policy for the user. The policy that is most directly
associated to the user takes precedence.
NOTE: Although creating a user policy for an individual User object is possible, it is somewhat
impractical and should only be done in rare circumstances.
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User policies are stored in a database that is created during the Engine installation.
5.3
Setting Up a Vaulting Location
Vaulting is the process of saving the contents of a user’s home folder after the user’s User object has
been removed from eDirectory. If your user storage policies are to include vaulting rules, you must
first set up a storage location where the policy will vault the storage.
Ensure that the vault location has Full Control permission and Full Control security rights for the
SMProxyRights group.
5.4
Creating a User Home Folder Policy
Prior to creating the user policy, you must determine if the policy should pertain to the members of the
organization, organizational unit, or a group.
1 Launch SMAdmin.
2 In the Main menu, click Policy Management.
3 In the Manage Policies menu, select Create Policy > Create User Home Folder Policy.
The following screen appears:
4 Specify a descriptive name in the Name field and click OK.
The Policy Options page appears.
5 Continue with Section 5.4.1, “Setting Policy Options,” on page 38.
5.4.1
Setting Policy Options
Settings within Policy Options let you indicate how to apply the policy, set policy inheritance and
policy weight, and write an expanded policy description.
1 In the Policy options region, fill in the following fields:
Process Events for Associated Managed Storage: Select this check box to apply the settings
in this policy to all users within the container where this policy is assigned. Deselect this check
box to create a blocking policy that can be applied to a specific user, group, or container. For
more information on blocking policies, see Section 4.6, “Creating a Blocking Policy,” on page 25.
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Automatically Attempt to Bypass Events in Bypassable State: Select this check box to allow
Storage Manager to automatically attempt to address any pending events that can bypass
administrative action.
Be careful when considering applying this setting to a policy. Doing so has the potential to make
incorrect associations and, thus, grant a user access to a folder that he or she shouldn’t have.
For example, suppose Tom Smith and Tammy Smith are in the same container and managed by
the same policy, and that there is a home folder already created named TSMITH. Storage
Manager might consider this a bypassable event and, if this check box is selected, might
associate the home folder to Tammy Smith, when it should belong to Tom Smith.
2 In the Policy Inheritance region, fill in the following fields:
Policy applies to subcontainers: Select this check box to have this policy inherited for all
containers that reside within the organization or organizational unit where this policy is assigned.
Policy Weight: When a user is a member of multiple groups and each group has a separate
effective policy, Storage Manager uses this setting to determine which policy to apply. Storage
Manager applies the policy with the largest numerical weight.
In the case where multiple policies have the same weight, the event will go into a pending state
indicating that multiple polices have the same weight and one must be changed in order for the
event to process.
3 In the text field in the Description region, specify a description of the policy you are creating.
4 Proceed with Section 5.4.2, “Setting Associations,” on page 39.
5.4.2
Setting Associations
The Associations page is where you assign the policy you are creating to a container, Group object,
or—if you are creating a blocking policy—a User, Group, or Container object.
1 In the left pane, click Associations.
2 Click Add to bring up the Object Browser.
3 If you plan to assign the policy to a User object, select the Users check box in the Filter region of
the Object Browser.
4 Browse through the directory structure and select the container, Group object, or User object you
want to associate the policy to.
A policy can be assigned to multiple organizational units, groups, and users.
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5 Drag the object to the Selected Items pane, then click OK.
The Object Browser is closed and the object is displayed in fully distinguished name format in
the right pane of the window. For example, CN=TestGroup.O=Top.
6 Click OK to close the Object Browser.
7 Proceed with Section 5.4.3, “Provisioning Options,” on page 40.
5.4.3
Provisioning Options
The Provisioning Options page is where you indicate home folder rights, home folder attributes, the
location of a template for provisioning folder structure and content in a home folder when it is created,
and more.
1 In the left pane, click Provisioning Options.
The following page appears:
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2 In the Folder Properties region, specify the following settings:
Default Rights: By default, Storage Manager grants the user all file rights to the home folder
except for Access Control. Granting Access Control is not recommended because it provides
administrator rights to the home folder, and enables the user to rename and delete the folder.
Policy Defined Default Attributes: Select this check box to enable the Archive, System, and
Hidden check boxes, which provide the user the ability to set these attributes for the home folder.
For example, if you wanted home folders to be hidden from view, you could enable the Hidden
attribute by selecting the Hidden check box.
3 (Optional) To have subfolders and documents provisioned in the home folder when it is created,
use an existing file path as a template.
For example, if you wanted each home folder to have an HR subfolder with some HR documents
inside, click Browse to locate and select the HR folder in the file system.
Everything beneath the selected folder is copied into the user’s home folder.
4 In the Home Folder Options region, leave the Set target path server as Default Server check box
selected so that during login, Storage Manager will connect to the target server and reduce
unwanted authentications to other servers.
5 Proceed with Section 5.4.4, “Setting Target Paths,” on page 41.
5.4.4
Setting Target Paths
The Target Paths page is where you set the paths to the server volumes where user home folders will
be hosted.
1 In the left pane, click Target Paths.
2 In the Target Placement region, fill in the following fields:
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Distribution: If you create more than one target path for a policy, you can indicate any of the
following options:
 Random: Distributes storage randomly among the number of target paths.
 Actual Free Space: Distributes the creation of user home folders according to volumes with
the largest amount of absolute free space. For example, if you have two target paths listed,
target path 1 has 15 GB of free space, and target path 2 has 10 GB, the home folders are
created using target path 1.
 Percentage Free Space: Distributes the creation of user home directories to volumes with
the largest percentage of free space. For example, if you have two target paths listed, target
path 1 is to a 10 TB volume that has 30 percent free space and target path 2 is to a 500 GB
volume with 40 percent free space, the home directories are created using target path 2,
even though target path 1 has more absolute available disk space. You should be cautious
when using this option with target paths to volumes of different sizes.
Leveling Algorithm: Use this option to structure the home folders so that they are categorized
by the first or last letter of a username through a subordinate folder. For example, if you choose
First Letter, and the Leveling Length field is set to 1, a user named BSMITH has a home folder
located in a path such as \\SERVER1\HOME\B\BSMITH.
If you choose Last Letter, and the Leveling Length field is set to 1, the same user has a home
folder located in a path such as \\SERVER1\HOME\H\BSMITH.
The Last Letter means the last character of the attribute Storage Manager uses to create
storage.
The Leveling Length field allows you to enter up to 4 characters. This makes it so that you can
organize home folders by year. For example, if your Leveling Algorithm setting is Last Letter,
and the Leveling Length setting is 4, a user named BMITH2014 has a home folder located in a
path such as \\SERVER\HOME\2014\BSMITH2014.
Maximum Unreachable Paths: If you have a substantial number of target paths listed on this
page, this field lets you indicate the number of target paths Storage Manager accesses to
attempt to create a home folder before it suspends the attempt.
3 For each target path that you want to establish, click Add to access the Path Browser.
4 Browse to the location of the target path you want and click Add to add the target path to the
Selected Paths pane.
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5 Click Apply to save your settings.
6 Proceed to Section 5.4.5, “Setting Quota Options,” on page 43.
5.4.5
Setting Quota Options
This page lets you establish user storage quotas. Until quota management is established, users have
unlimited storage disk space for their home folders.
This page is also where you establish quota management settings for quota managers. A quota
manager is a specified user or group—for example, a help desk administrator or technical support
rep—who is granted the ability to increase a user’s quota, without having rights to the file system.
Quota management actions are performed through Quota Manager, which is a separate Web
browser-based management interface. For more information on Quota Manager, see Chapter 8,
“Using Quota Manager,” on page 89.
1 In the left pane, click Quota Options.
The following page appears:
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2 Select the Enabled check box to enable quota management.
3 In the MB field, specify the initial storage quota for the user home folders.
4 Set up quota managers for this policy by filling in the following fields:
Enable Quota Manager / Quota Preservation for this Policy: Select this check box to enable
the Quota Management region of the page and to enable quota preservation.
Quota preservation preserves the home folder quota settings for users that are moved. For
example, if a user is moved from the Sales organizational unit to the Marketing organizational
unit, if the user’s quota allocation for the policy that applies to Sales were higher than the quota
allocation for the policy that applies to Marketing, the quota allocations from the policy
associated with the Sales policy are preserved for the user.
Quota Maximum: Indicate whether the users associated with this policy will have a maximum
quota setting. If so, indicate the maximum quota.
Quota Increment: Indicate whether quota managers will set the quota manually or in set
increments. If you use manual increments, the quota manager can increase the quota in any
increment until it meets the maximum quota setting. If you establish set increments, the quota
manager can only increase the quota by the increment setting.
Quota Managers: Click Add and use the Object Browser to browse to and select a user you
want to serve as a quota manager by dragging the User object over to the right pane. Repeat
this for each user you want to establish as a quota manager.
5 Click Apply to save your settings.
6 Proceed with Section 5.4.6, “Setting the Move Schedule,” on page 45.
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5.4.6
Setting the Move Schedule
This page lets you use a grid to specify when data can be moved during data movement operations.
By default, all days and times are available for data movement. If data movement during regular
business hours creates unacceptable network performance, you can choose to move data after
regular business hours.
1 In the left pane, click Move Schedule.
2 In the Data Move Schedule grid, click the squares for the day and hour you want to disable for
data movement.
3 Click Apply to save your settings.
4 Proceed with Section 5.4.7, “Setting Cleanup Options,” on page 45.
5.4.7
Setting Cleanup Options
This page lets you enable and specify cleanup rules for the policy. Options for cleanup include
deleting a home folder after a set number of days following the removal of a User object from
eDirectory, or vaulting (rather than deleting) the home folder.
1 In the left pane, click Cleanup Options.
2 Enable storage cleanup by filling in the following fields:
Enable: Select this check box to enable storage cleanup rules.
Cleanup storage: Specify the number of days a user home folder remains after the associated
User object is removed from eDirectory.
3 Enable vault on cleanup by filling in the following fields:
Enable: Select this check box to enable vault on cleanup rules.
Vault Path: Click Browse to browse and select the volume where you want the cleaned-up user
home folders to be vaulted.
When you indicate this path, it also appears in the Vault Path field of the Grooming Rules page,
because grooming rules and vault on cleanup rules share the same vault path.
4 Click Apply to save the settings.
5 Proceed with Section 5.4.8, “Setting Vault Rules,” on page 45.
5.4.8
Setting Vault Rules
When a User object is removed from eDirectory, you can have Storage Manager vault the contents of
the user’s home folder from a primary storage device to a less expensive secondary storage device.
Storage Manager lets you specify what to vault or delete through vault rules. For example, before
vaulting a user’s home folder, you might want to remove all .tmp files. Or, you might want to vault only
the user’s My Documents folder and nothing else in the home folder. You accomplish all of this
through settings in the Vault Rules Editor.
1 In the left pane, click Vault Rules.
The Vault Path field displays the vault path that you established when you set up cleanup rules.
2 Click Add to bring up the Vault Rules Editor.
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3 In the Description field, specify a description of the vault rule.
For example, “Files to delete before vaulting,” or “Files to vault.”
4 Fill in the following fields:
Action: Select whether this vault rule will delete or vault files.
If you select Vault, only the files or folders that you list in the Masks text box are vaulted and the
remainder of the home folder contents is deleted. Conversely, if you select Delete, only the files
or folder that you list in the Masks text box is deleted and the remainder is vaulted.
Files: If the vault rule you are creating will vault or delete content at the file level, leave the File
option selected.
Folders: If the vault rule you are creating will vault or delete content at the folder level, select the
Folders option.
Selecting Folders disables the filter settings in the lower portion of the Vault Rules Editor.
Masks: List the files or folders you want to be vaulted or deleted, according to what is indicated
in the Action drop-down menu.
File or folder names can contain an asterisk.
5 (Conditional) If the vault rule you are creating is specific to files, complete the applicable filter
settings.
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Leaving the setting as [Disabled]-Any Size, vaults or deletes all file types listed in the Mask text
box according to what is indicated in the Action drop-down menu. Choosing any of the other
options from the drop-down menu lets you indicate files to delete or vault according to size, when
created, when last modified, and when last accessed.
6 Click OK to save the vault rule.
7 If necessary, create any needed additional vault rules by repeating the procedures above.
8 Proceed with Section 5.4.9, “Setting Grooming Rules,” on page 47.
5.4.9
Setting Grooming Rules
Grooming rules in Storage Manager specify the file types that you do not want network users storing
in their home folders. Examples of these might be MP3 and MP4 files, MOV files, and many others.
You specify in the grooming rule whether to delete or vault a groomed file.
Grooming takes place as a Management Action that is run by the administrator. A Management
Action is a manual action that is enacted through SMAdmin. For more information, see Section 9.1.4,
“Management Actions,” on page 98.
1 In the left pane, click Grooming Rules.
The Vault Path field displays the vault path that you established when you set up cleanup rules.
2 Click Add to bring up the Grooming Rules Editor.
3 In the Description field, enter a description of the grooming rule.
For example, “Files to groom in Henderson OU.”
4 Fill in the following fields:
Action: Select whether this grooming rule will delete or vault groomed files.
Files: If the grooming rule you are creating will vault or delete content at the file level, leave the
File option selected.
Folders: If the grooming rule you are creating will vault or delete content at the folder level,
select the Folders option.
Masks: List the files or folders you want to be vaulted or deleted, according to what is indicated
in the Action drop-down menu.
File or folder names can contain an asterisk.
5 (Conditional) If the grooming rule you are creating is specific to files, complete the applicable
filter settings.
Leaving the setting as [Disabled]-Any Size, vaults or deletes all file types listed in the Mask text
box according to what is indicated in the Action drop-down menu. Choosing any of the other
options from the drop-down menu lets you indicate files to delete or vault according to size, when
created, when last modified, and when last accessed.
6 Click OK to save the grooming rule.
7 Click Apply to save your settings.
8 Proceed with Section 5.4.10, “Notes,” on page 47.
5.4.10
Notes
The Notes page lets you enter up to 64,000 characters of notes for the policy you are creating. A
practical use of this page is to provide a better description of the policy.
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5.4.11
Policy Summary
The Policy Summary page displays a summary of the policy settings in HTML format. The Policy
Summary page provides an easy way to view all of the policy settings in a single page.
5.5
Using a Policy to Manage Inactive Users
When a user leaves an organization, many organizations choose to make the User object inactive,
rather than immediately delete the User object. This provides the organization an indefinite amount of
time to review and determine what to do with the contents of the user’s home folder before finally
deleting the User object.
In Storage Manager, you can easily create an Inactive Users policy that has all home folder property
rights removed and apply it to an organizational unit set up specifically for inactive users. When the
User object is moved to the organizational unit, the access rights for that user are immediately
removed.
 Section 5.5.1, “Creating an Inactive Users Organizational Unit,” on page 48
 Section 5.5.2, “Creating an Inactive Users Folder,” on page 48
 Section 5.5.3, “Creating an Inactive Users Policy,” on page 48
 Section 5.5.4, “Setting an Inactive Users Policy Associations,” on page 49
 Section 5.5.5, “Setting Inactive Users Policy Provisioning Options,” on page 49
 Section 5.5.6, “Setting Inactive Users Policy Target Paths,” on page 49
 Section 5.5.7, “Setting Inactive Users Policy Cleanup Options,” on page 50
5.5.1
Creating an Inactive Users Organizational Unit
1 In SMAdmin, click the Main tab.
2 Click Storage Management.
3 In the left pane, browse to where you want to create an inactive users organizational unit.
4 Right-click and select Create OU.
5 Give the object a descriptive name, such as “Inactive Users” and click OK.
6 Click Refresh to view the new organizational unit.
5.5.2
Creating an Inactive Users Folder
1 On a network volume, create a folder to store inactive user home folders.
2 Give the folder a descriptive name, such as “Inactive Users.”
5.5.3
Creating an Inactive Users Policy
1 In SMAdmin, click Policy Management.
2 In the Manage Policies menu, select Create Policy > Create User Home Folder Policy.
The following screen appears:
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3 Specify a descriptive name in the Name field and click OK.
The Policy Options page appears.
4 Continue with Section 5.5.4, “Setting an Inactive Users Policy Associations,” on page 49.
5.5.4
Setting an Inactive Users Policy Associations
1 In the left pane, click Associations.
2 Click Add, then browse to and select the inactive users organizational unit you created in Step 5
on page 48.
3 Click Add to add the inactive users organizational unit to the Selected Items panel.
4 Click OK to save the setting.
5 Proceed with Section 5.5.5, “Setting Inactive Users Policy Provisioning Options,” on page 49.
5.5.5
Setting Inactive Users Policy Provisioning Options
1 In the left pane, click Provisioning Options.
2 In the Folder Properties region of the page, deselect each of the rights check boxes.
This assures that User objects placed in the inactive users organizational unit do not have
access rights to home folders.
3 Click OK to save the setting.
4 Proceed with Section 5.5.6, “Setting Inactive Users Policy Target Paths,” on page 49.
5.5.6
Setting Inactive Users Policy Target Paths
1 In the left pane, click Target Paths.
2 Click Add, then browse to and select the inactive users folder that your created in Section 5.5.2,
“Creating an Inactive Users Folder,” on page 48.
3 Click Add to add the inactive users folder to the Selected Items panel.
4 Click OK to save the setting.
5 Proceed with Section 5.5.7, “Setting Inactive Users Policy Cleanup Options,” on page 50.
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5.5.7
Setting Inactive Users Policy Cleanup Options
1 In the left pane, click Cleanup Options.
2 In the Storage Cleanup region, select the Enable check box.
3 In the Cleanup storage field, specify the number of days you want an inactive user’s home folder
to remain before it is removed from the target path for this policy.
4 Click Apply to save the settings.
5.6
Copying Policy Data
Copy Policy Data allows you to copy all or a portion of the policy settings of one policy into another
policy.
1 In SMAdmin, click the Main tab.
2 Click Policy Management.
3 While creating a new policy or editing an existing policy, click Copy Policy Data in the left pane of
the Policy Editor dialog box.
4 Click the Browse button. In the Policy Selector dialog box, select the policy from which you want
to copy policy settings, then click OK.
The dialog box is updated to list the name of the policy from which you are copying settings.
5 In the Policy Properties region, click the settings from the policy you want to copy.
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6 When you are finished selecting the setting to copy, click OK.
5.7
Using a Policy to Manage Auxiliary Storage
Auxiliary storage allows administrators to create a policy that creates auxiliary storage folders when a
new user is created. This auxiliary storage can even be invisible to the user for whom it was created.
For example, an organization's HR department might keep an individual folder for each user in the
organization. With auxiliary user storage enabled, this folder can be created when the user joins the
company and Storage Manager creates and provisions his or her home folder. The user never sees
the auxiliary storage.
Additionally, the auxiliary storage can be as large as the policy specifies. This means that even
though the user's home directory might have 500 MB, the auxiliary storage could be as small as the
HR department needed it to be for storing HR-specific documents about the user. In fact, the policy
can dictate that the auxiliary storage is provisioned with needed HR documents at the time the
auxiliary storage is created.
Of course, you can configure auxiliary user storage so that a user can access it. For example, you
might want to have a separate storage folder for application-specific files. It is important to remember
that auxiliary storage is simply another home folder for a user. To provide access to this storage, you
need to provide some sort of mapping for the user to get automated access to it.
There is no limit to the number of auxiliary folders that can be created. Auxiliary folders can be
created in volumes that differ from the location of the user's home folder.
Storage Manager's life cycle management capabilities easily manage auxiliary storage to the specific
needs of the organization. For example, if a user transfers from one city to another and the user home
folder is moved to a new Organizational Unit object as a result, the policy can dictate what becomes
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of the auxiliary storage including moving it, moving it and adjusting the quota settings, leaving it
where it currently is, etc. For more information on moving Auxiliary storage, see Section 5.7.4,
“Establishing Auxiliary Purpose Mappings,” on page 55.
 Section 5.7.1, “Creating an Auxiliary Storage Policy,” on page 52
 Section 5.7.2, “Linking a User Home Folder Policy to an Auxiliary Storage Policy,” on page 54
 Section 5.7.3, “Provisioning Auxiliary Storage for Existing Users,” on page 54
 Section 5.7.4, “Establishing Auxiliary Purpose Mappings,” on page 55
5.7.1
Creating an Auxiliary Storage Policy
1 In SMAdmin, click Policy Management.
2 In the Manage Policies menu, select Create Policy > Create Auxiliary Policy.
The following screen appears:
3 Specify a descriptive name in the Name field, such as “HR-AUX,” and click OK.
The Policy Options page appears.
4 Proceed with “Setting Auxiliary Storage Policy Options” on page 52.
Setting Auxiliary Storage Policy Options
1 Leave the Process Events for Associated Managed Storage check box selected.
2 Proceed with “Enabling Auxiliary Storage Extended Options” on page 52.
Enabling Auxiliary Storage Extended Options
Auxiliary storage extended options help other tools, such as the AuxMap utility, identify the auxiliary
storage policy through additional attributes. For information on the AuxMap utility, see Appendix B,
“AuxMap,” on page 141.
1 In the left pane, click Extended Options.
2 Click the Enable check box.
3 In the Tag field, enter a descriptive string for the auxiliary storage.
This field is used by the AuxMap utility to make auxiliary storage associations.
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Micro Focus recommends that once you have made an entry in the Tag field, that you do not
change it. If the value of the Tag field is changed after some users have already had their
auxiliary storage provisioned via that policy, the new tag value does not automatically get
propagated to those users. Only users who get storage provisioned after the change in the tag
value will get the new tag value.
4 In the Description field, specify a description of the auxiliary storage policy.
5 Click Apply to save your settings.
6 Proceed with “Setting Auxiliary Storage Provisioning Options” on page 53.
Setting Auxiliary Storage Provisioning Options
Before setting the provisioning options, you need to decide whether the user should have rights to
auxiliary storage.
Additionally, if you are going to provision auxiliary storage folders with a certain structure or with
specific documents, you need to place them somewhere in the file system so you can use them as a
template. For example, if the HR department wants the auxiliary storage folder to have an Annual
Reviews folder and an Insurance Forms folder, you need to set these up in the file system before
proceeding.
1 In the left pane, click Provisioning Options.
2 Do one of the following:
 If you do not want the associated user to have access to the auxiliary storage folder,
deselect all of the Default Rights check boxes.
 If you want the associated user to have access to the auxiliary storage folder, select the
appropriate rights from the Default Rights check boxes.
3 In the Template Folder region, click the Browse button, and then specify the template path in the
Path Browser dialog box.
4 Click Apply to save your settings.
Setting Additional Auxiliary Storage Options
1 Select the additional options that you want to use in the Auxiliary Storage policy.
Auxiliary Storage Target Paths: You need to specify the location where the auxiliary storage
folders are to be located. For example, if these were HR Department folders, they would
probably be located on a network volume specific to the HR Department.
The fields presented on the Target Paths page are identical to those presented when you create
a User Home Folder policy. For an explanation of the page along with procedures for setting
target paths, see Section 5.4.4, “Setting Target Paths,” on page 41.
Auxiliary Storage Quota Options: You need to specify the quota for the auxiliary storage folder
associated with a user. In many cases, such as the HR Department example, this folder can be
much smaller that the home folder.
The fields presented on the Quota Options page are identical to those presented when you
create a User Home Folder policy. For an explanation of the page, along with procedures for
setting quota options, see Section 5.4.5, “Setting Quota Options,” on page 43.
Auxiliary Storage Move Schedule: The fields presented on the Move Schedule page are
identical to those presented when you create a user home folder policy. For an explanation of the
page, along with procedures for setting the move schedule, see Section 5.4.6, “Setting the Move
Schedule,” on page 45.
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Auxiliary Storage Cleanup Options: The fields presented on the Cleanup Options page are
identical to those presented when you create a User Home Folder policy. For an explanation of
the page, along with procedures for setting cleanup options, see Section 5.4.7, “Setting Cleanup
Options,” on page 45.
Auxiliary Storage Vault Rules: The fields presented on the Vault Rules page are identical to
those presented when you create a User Home Folder policy. For an explanation of the page,
along with procedures for setting vault rules, see Section 5.4.8, “Setting Vault Rules,” on
page 45.
Auxiliary Storage Grooming Rules: The fields presented on the Grooming Rules page are
identical to those presented when you create a user home folder policy. For an explanation of the
page, along with procedures for setting grooming rules, see Section 5.4.9, “Setting Grooming
Rules,” on page 47.
2 Proceed with Section 5.7.2, “Linking a User Home Folder Policy to an Auxiliary Storage Policy,”
on page 54.
5.7.2
Linking a User Home Folder Policy to an Auxiliary Storage
Policy
This procedure connects the Auxiliary Storage policy with an existing User Home Folder policy. All
new users that are added to a group or organizational unit associated with the linked user home
folder policy will also have auxiliary storage created. To provide existing users with auxiliary storage,
see Section 5.7.3, “Provisioning Auxiliary Storage for Existing Users,” on page 54.
1 In SMAdmin, click the Main tab.
2 Click Policy Management.
3 In the list of policies, double-click the policy you want to link to the auxiliary storage policy.
4 In the left pane of the Policy Editor, click Auxiliary Policies.
5 Click Add. In the Policy Selector dialog box, select the Auxiliary Storage policy, then click OK.
6 Click OK to exit the Policy Editor.
5.7.3
Provisioning Auxiliary Storage for Existing Users
This procedure lets Storage Manager manage an existing second user home folder by classifying the
second home folder as an auxiliary storage folder and managing it through an auxiliary storage policy.
In the process, Storage Manager corrects any potential problems.
1 In SMAdmin, click the Main tab.
2 Click Policy Management.
3 Select the auxiliary storage policy linked to the User Home Folder policy of the users for whom
you want to create auxiliary storage.
4 In the Policy Action drop-down menu, select Assign Auxiliary Attributes.
5 Verify that the Assign using value in policy is Auxiliary Attribute is not set option is selected.
This option uses the defined auxiliary storage policy path and looks for a folder that matches the
common name of all users defined within the policy. If a match is found, the Auxiliary Storage
Attribute is set and the users are cataloged and managed by the Auxiliary Storage policy.
6 Verify that the Run in Check Mode check box is selected and click Run.
Run in Check Mode allows you to view the results of an action without actually making changes.
7 Click Expand to see the results.
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Note that the Auxiliary Attribute is set for each folder that matches a User object.
8 Click Collapse.
9 Deselect Run in Check Mode and click Run to set the Auxiliary Attribute.
10 From the Policy Action drop-down menu, select Apply Quota.
11 Select Set quota for all directories. Overwrite any existing quota assignments except where
the existing quota is larger than the quota defined in the policy.
12 Select Run in Check Mode and click Run to view the results.
13 Deselect Run in Check Mode, then click Run to put auxiliary storage into effect for existing
users.
5.7.4
Establishing Auxiliary Purpose Mappings
Auxiliary purpose mappings are the means of moving a user’s auxiliary storage when a user is moved
in eDirectory. For example, if a user were moved from the Atlanta container to the Detroit container,
and the two container’s Auxiliary storage policies were part of the same Auxiliary purpose mapping,
the user’s Auxiliary storage would move to the Detroit Auxiliary storage location.
WARNING: If there is no established Auxiliary purpose mapping between the source and destination
container, the user’s auxiliary storage is deleted once the user is moved.
1 In SMAdmin, click the Main tab.
2 Click Policy Management.
3 From the Manage Policies drop-down menu, select Auxiliary Purpose Mappings.
4 Click Add.
5 Give the new Auxiliary purpose mapping a descriptive name.
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For example, “HR.”
6 Click OK.
7 In the Mapped Policies region, click Add.
8 From the Policy Selector dialog box, hold down the Control key to select each of the Auxiliary
storage policies you want associated with the Auxiliary purpose mapping.
Using the example above, you would select the Auxiliary storage policy for the Atlanta container,
the Detroit container, and any others you want included.
9 Click OK.
10 In the Description field, specify the details of the Auxiliary storage purpose mapping.
11 Click Apply.
12 Click Close.
5.8
Exporting Policies
Storage Manager provides the ability to export policies so that they can be imported later. For
example, many customers first evaluate Storage Manager in a lab environment and create a large
number of policies in the process. You can export these policies and later import them into the
production environment. All exported policies are saved in a single XML file.
1 In SMAdmin, click the Main tab.
2 Click Policy Management.
3 From the Manage Policies drop-down menu, select Export Policies.
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4 Select the check boxes of those policies you want to export
5 Accept the default export filename or indicate a new one in the Policy Export File field.
6 Accept the default path of the file or browse to select a new path.
7 Click Export.
8 After you are notified that the policies have been exported, click Close.
5.9
Importing Policies
Previously exported policies are imported by using the Import Policies feature.
1 In SMAdmin, click the Main tab.
2 Click Policy Management.
3 From the Manage Policies drop-down menu, select Import Policies.
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4 Browse to select the saved export file.
5 Click Next.
6 Verify that the check box for each policy you want to import is selected.
7 Click Next.
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A status page appears indicating what policies were imported and when the import process is
complete.
8 Click Close.
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6
Managing Existing Collaborative
Storage
6
This section includes the procedures for using Micro Focus Storage Manager to manage the
managed paths that are assigned to Group objects or containers in eDirectory.
In a Storage Manager environment, group-based or container-based storage is referred to as
“collaborative storage,” because Storage Manager, through its collaborative policies, provides the
means of creating storage folders where members can easily collaborate through a single project
folder, or even through a structured project folder where all members have personal subfolders.
Similar to Chapter 4, “Managing Existing User Storage,” on page 21, this section provides the basic
procedures for managing collaborative storage, which includes associating groups and containers
with shared storage, and setting the target path, quota rules, and grooming rules.
This section does not provide procedures for establishing a structured project folder with personal
subfolders, which are enabled through template creation and Dynamic Template Processing. For a
comprehensive discussion on managing collaborative storage, including Dynamic Template
Processing, see Chapter 7, “Managing Collaborative Storage,” on page 71.
This process for managing existing storage and creating personal subfolders involves several tasks:
 Section 6.1, “Assigning a Managed Path to Existing Group-based or Container-based Storage,”
on page 61
 Section 6.2, “Creating a Collaborative Storage Policy,” on page 64
 Section 6.3, “Performing Management Actions,” on page 67
 Section 6.4, “Editing Collaborative Storage Policies,” on page 69
6.1
Assigning a Managed Path to Existing Groupbased or Container-based Storage
A collaborative managed path attribute is created by Storage Manager when the eDirectory schema
is extended. The attribute is used to associate a Group or container object with a managed path.
In this procedure, you assign a managed path to a Group or container object that has existing
collaborative storage and then assign the storage path.
1 In SMAdmin, click the Main tab.
2 Click Management Actions.
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61
3 Use the menu to replace User Mode with Group Mode or Container Mode.
4 In the Targets region, click Add.
5 Browse to locate and select the container or group you want to associate to a group storage
area, then click Add.
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6 Click OK.
7 Click Management Action > Assign Managed Path.
8 Select the Explicit Assignment check box.
9 Click Browse, then locate and select the group storage folder you want to manage through
Storage Manager.
10 Verify that the Run in Check Mode check box is selected.
11 Click Run.
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63
12 Deselect Run in Check Mode, then click Run.
13 Observe in the bottom portion of the page that the managed path has been set.
14 Continue with Section 6.2, “Creating a Collaborative Storage Policy,” on page 64.
6.2
Creating a Collaborative Storage Policy
After you assign a managed path, the next step is to create a collaborative storage policy for the
group or container you selected in Step 5 on page 62. In this procedure, the Collaborative Storage
policy will apply to the Group object. However, a Collaborative Storage policy can apply to a Group's
parent container thus making it applicable to all existing and new groups located therein.
1 In SMAdmin, click the Main tab.
2 Click Policy Management.
3 Select Manage Policies > Create Policy > Create Group Policy.
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4 Specify a descriptive name for the new policy and click OK.
5 In the left panel, click Associations.
6 At the top of the right pane, click Add and browse to select the group or container that you
selected in Step 5 on page 62.
7 Click Add, then click OK.
8 In the left panel, click Provisioning Options.
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65
9 In the Default Rights region, specify the rights that you want the managed object to have to the
collaborative managed path.
10 In the Policy-Defined Default Attributes region, select the Policy-Defined Default Attributes
check box.
This enables the Rename Inhibit and Delete Inhibit attributes—which in most cases you should
leave selected.
11 (Conditional) From the other attributes in this region, select any additional attributes you want to
apply.
12 In the left panel, select Target Paths, then click Add.
13 Browse to and select the parent of the folder you selected in Step 9 on page 63.
14 Click Add, then click OK.
15 In the left panel, select Quota Options.
16 In the Initial Quota region, select the Enabled check box and specify the amount of initial quota
you want assigned to the collaborative storage folder.
17 (Conditional) If you want to set specifications for a quota manager, select Enable Quota Manager
/ Quota Preservation for this policy and set quota maximums, increments, and managers.
18 In the left pane, select Grooming Rules.
19 Browse to select the folder where you want to vault the files that will be groomed.
If the folder does not exist, you can right-click to create the folder.
20 Click OK to save the vault path, then click Add.
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21 In the Grooming Rule Editor dialog box, indicate the files that Storage Manager will groom from
the collaborative storage pertaining to this policy.
For information on each of the fields in this dialog box, refer to Section 5.4.9, “Setting Grooming
Rules,” on page 47.
22 Click OK to save the grooming rule.
23 Continue with Section 6.3, “Performing Management Actions,” on page 67.
6.3
Performing Management Actions
This procedure manages and creates collaborative storage for groups through Dynamic Template
Processing. For more information on Dynamic Template Processing, see Chapter 7, “Managing
Collaborative Storage,” on page 71.
1 In SMAdmin, click the Main tab.
2 Click Storage Management.
3 Browse to and select the group or container that you specified in Step 5 on page 62.
4 Right-click the group or container and select Group Actions > Manage.
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5 Verify that Run in Check Mode is selected, then click Run.
6 Verify that the following message appears in the lower panel of the window:
Catalog Existing Managed Path Location.
7 Deselect the Run in Check Mode check box, then click Run.
8 From the Management Action menu, select Apply Attributes.
9 Select the Use policy definitions check box.
10 Select the Run in Check Mode check box, then click Run.
11 Verify that the following message appears in the lower panel of the window:
Apply attributes will be applied for object.
12 Deselect the Run in Check Mode check box, then click Run.
13 From the Management Action menu, select Apply Quota.
14 Verify that the Set quota for directories that do not have quota defined option is selected.
15 Select the Run in Check Mode check box, then click Run.
16 Verify that the following message appears in the lower panel of the window:
Apply quota will be scheduled for object.
17 Deselect the Run in Check Mode check box, then click Run.
18 From the Management Action menu, select Apply Rights.
19 Select the Run in Check Mode check box, then click Run.
20 Verify that the following message appears in the lower panel of the window:
Apply rights will be scheduled for object.
21 Deselect the Run in Check Mode check box, then click Run.
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22 From the Management Action menu, select Groom.
23 Select the Run in Check Mode check box, then click Run.
24 Verify that the following message appears in the lower panel of the window:
Groom scheduled for object.
25 Deselect the Run in Check Mode check box, then click Run.
6.4
Editing Collaborative Storage Policies
In this section, you created a basic collaborative storage policy designed to manage a non-structured
storage folder. If you decide later that you want to edit the policy to adjust the quota, modify the target
path, or even structure the group or container managed path with personal folders for each group or
container member, you can easily do so.
For more comprehensive information on collaborative storage policies, including their ability to create
structured group-based or container-based storage folders through Dynamic Template Processing,
see Chapter 7, “Managing Collaborative Storage,” on page 71.
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7
Managing Collaborative Storage
7
Collaborative storage is a shared storage area where a group of people in an organization can
collaborate by accessing the same collaborative storage. For example, a cross-functional project
team in an organization might need a collaborative storage area where all members could access
and submit project files.
Micro Focus Storage Manager lets you easily create collaborative storage areas through collaborative
storage policies that you can assign to Group objects or to an organizational unit (also known as a
container). You can structure the collaborative storage in one of two ways:
 Creating a single project folder where all project members have access and have the same
rights.
 Creating a project folder with a specified owner. The project folder has subfolders for each of the
members of the group. This configuration is done through Dynamic Template Processing. For
more information on Dynamic Template Processing, see Setting Group Policy Dynamic Template
Processing.
Storage Manager works with eDirectory to ensure that only members of the Group object have
access to collaborative storage. As new members are added to the group, they are automatically
granted access to the collaborative storage. As members are removed, they no longer have access
to the collaborative storage.
In cases where personal folders are issued through Dynamic Template Processing, when a user is
removed from the group, the personal folder is renamed to username#removed#, leaving the file
content in the storage location, but making the former group member unable to access the files
within.
In this chapter, you will learn how to create collaborative storage policies. These include:
 Group-based collaborative policies
 Container-based collaborative policies
 Section 7.1, “Creating Collaborative Storage Objects in eDirectory,” on page 72
 Section 7.2, “Understanding Collaborative Storage Template Folders,” on page 72
 Section 7.3, “Determining How You Want to Structure Your Collaborative Storage,” on page 72
 Section 7.4, “Creating a Collaborative Storage Template,” on page 73
 Section 7.5, “Setting Up Security for a Collaborative Storage Template,” on page 74
 Section 7.6, “Understanding Collaborative Storage Policies,” on page 76
 Section 7.7, “Creating a Group Collaborative Storage Policy,” on page 77
 Section 7.8, “Creating a Container Collaborative Storage Policy,” on page 86
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7.1
Creating Collaborative Storage Objects in
eDirectory
For Storage Manager to manage collaborative storage, it must have the following Template objects
located in an organizational unit in eDirectory:
 -MEMBER -OWNER -GROUPThese objects are needed for assigning rights to the collaborative storage template folders (that you
will create later) for the group members, the manager, and the group itself.
IMPORTANT: You only need to create these objects in one container.
1 Using iManager or ConsoleOne, create a new Template object and name it -MEMBER-.
2 Repeat Step 1to create a -OWNER- Template object and a -GROUP- Template object.
These three objects are used to automatically set rights for the collaborative storage. Make sure
you name the objects exactly as indicated. The object names can either be uppercase or
lowercase.
7.2
Understanding Collaborative Storage Template
Folders
When you created user home folder policies in Chapter 5, “Managing User Home Folders,” on
page 37, a field in the Provisioning Options page let you indicate the path to a template for
provisioning folder structure and content in the home folder.
For collaborative storage management, you can also indicate a template path for provisioning and
folder structure within the collaborative managed path. When Storage Manager creates a
collaborative managed path for a group, Storage Manager examines the policy to determine if a
template has been defined and, if so, it copies the contents of the template directory along with all
attributes, trustee assignments, and quotas.
Unlike user home folders, collaborative disk space managed by Storage Manager is dynamic in that
the member attributes of Group objects are monitored so that the addition and deletion of members
can have a direct impact on the structure of the individual file system of a group as well as the rights
given within the structure.
7.3
Determining How You Want to Structure Your
Collaborative Storage
Your collaborative storage area should be structured so that it optimally serves the needs of your
collaborative users. The collaborative storage needs of a cross-functional team at an architectural
firm would be quite different from a junior high school history class.
Two sample designs are shown below.
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Figure 7-1 Sample Collaborative Storage Templates
In the template structures above, both have -OWNER- and -MEMBER- folders. This means that there
is a personal folder created for the designated manager of the group, along with personal folders
created for each member of the group.
In order for those folders to be created and managed properly, the -OWNER- and -MEMBER- folders
must not exist in the same folder.
In the project collaborative storage template, all members can see the contents of each member’s
folder—except for the designated manager’s folder. In the classroom template, class members
cannot see the contents of other classmate’s folders because members have rights only to their
personal folders.
7.4
Creating a Collaborative Storage Template
1 On a network volume, create a file structure for a group for which you will provide collaborative
storage.
2 Place any documents you want available to the group in the appropriate folders.
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7.5
Setting Up Security for a Collaborative Storage
Template
Properly setting security and rights for collaborative storage in eDirectory can be potentially
confusing. For this reason, we are providing an example of the correct way to set up security for a
collaborative storage template.
The example provided is for a school class where the instructor is using a collaborative storage folder
as the means of distributing assignments to students, as well as the means of retrieving assignments
that the students turn in. The students cannot see the personal folders of the other students.
The file structure above is a common structure that can be used as a template for collaborative
storage in an academic setting. By establishing the correct permissions, the course instructor can be
established as the owner with full control of the collaborative storage area. Students can be provided
with personal folders for retrieving and turning in assignments.
The diagram below shows the security permissions that must be established.
Figure 7-2 Common Academic Setting Collaborative Storage Template Structure
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Figure 7-3 Security Permissions for Each Folder in the Sample Template
The diagram above shows the trustee assignments that must be established for each of the folders in
the template structure. For example, the -OWNER- object must be given RWECMF rights to the
Class-Template folder.
7.5.1
Establishing Trustee Rights
If you have the Client for OES installed, you can establish the trustee rights specified for each of the
folders in Figure 7-3 on page 75 through Windows Explorer.
1 Log in through the Client for OES.
2 Launch Windows Explorer.
3 Right-click the Class Template folder and select Trustee Rights.
The Novell Services dialog box appears.
4 In the Novell Services dialog box, browse to the -OWNER- object and grant him trustee
RWECMF rights.
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5 Click OK.
6 Repeat Step 2 through Step 5 to establish the remaining trustees and rights as specified in
Figure 7-3 on page 75.
7.6
Understanding Collaborative Storage Policies
Before setting up collaborative storage policies, you need to understand the two types of collaborative
storage policies and the differences between the two.
 A Group Collaborative Storage policy creates storage for a group when a Group object is created
in an organizational unit where the policy is associated. For example, if a cross-functional team
named HEALTHFAIR2014 is created in an organizational unit associated with the Group
Collaborative Storage policy, the collaborative storage area is created when the group is created.
 A Container Collaborative Storage policy grants access to collaborative storage when a new
User object is added to an organizational unit where the policy is associated. For example, if
user BSMITH is added to an organizational unit that had an associated Container policy,
BSMITH is granted access to the collaborative storage area. Furthermore, if the template
associated with the policy is structured with a -MEMBER- Group object, the user is given a
personal storage area within the collaborative storage area.
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7.7
Creating a Group Collaborative Storage Policy
1 Launch SMAdmin.
2 In the Main menu, click Policy Management.
3 In the Manage Policies menu, select Create Policy > Create Group Policy.
The following screen appears:
4 Specify a name in the Name field.
The Policy Options page appears.
5 Continue with Section 7.7.1, “Setting Group Policy Options,” on page 77.
7.7.1
Setting Group Policy Options
Settings within Policy Options let you indicate how the policy is applied, set policy inheritance, and
write an expanded policy description.
NOTE: Group policies in Micro Focus Storage Manager are completely independent of Microsoft
Group policies.
1 Leave the Process Events for Associated Managed Storage check box selected.
This indicates that you want the settings in this policy to be applied to all groups within the
domain or organizational unit where this policy is assigned. Deselecting this check box indicates
that you want to create a Blocking policy that can be applied to a specific group. For more
information on blocking policies, see Section 4.6, “Creating a Blocking Policy,” on page 25.
2 Do one of the following:
 If you are assigning this policy to a container rather than a group, and you want the settings
to apply to subcontainers, leave the Policy applies to subcontainers check box selected.
 If you are assigning this policy to a container, and you do not want the settings to apply to
subcontainers, deselect the Policy applies to subcontainers check box.
3 In the Description region, use the text field to specify a description of the policy you are creating.
4 Click OK to save your settings.
5 Proceed with Section 7.7.2, “Setting Group Policy Associations,” on page 78.
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7.7.2
Setting Group Policy Associations
The Associations page is where you assign the collaborative policy you are creating to a domain,
organizational unit, or Group object.
1 In the left pane, click Associations.
2 Click Add to bring up the Object Browser.
3 Browse through the directory structure and select the organizational unit or Group object you
want to associate the policy to.
4 Drag the object to the Selected Items pane and click OK.
The Object Browser is closed and the object is displayed in fully qualified name format in the
right pane of the window. For example, CN=admingroup.O=Dynocorp.
5 Click OK to close the Object Browser.
6 Click Apply to save your settings.
7 Proceed with Section 7.7.3, “Setting Group Policy Provisioning Options,” on page 78.
7.7.3
Setting Group Policy Provisioning Options
The Provisioning Options page is where you indicate collaborative storage rights, the location of a
template for provisioning the collaborative storage folder structure and content in a managed path
when it is created, and more.
1 In the left pane, click Provisioning Options.
The following page appears:
2 In the Folder Properties region, deselect all rights.
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If you chose to create a collaborative storage temple, the rights will be applied from the template
that you created in Section 7.4, “Creating a Collaborative Storage Template,” on page 73.
3 (Conditional) If you want to override the path owner, select the Override Path Owner check box.
4 In the field below the Override Path Owner check box, browse to indicate a path owner (that is,
the owner of the group’s managed path).
5 In the Template Folder region, click the Browse button and locate the folder structure that you
created in Section 7.4, “Creating a Collaborative Storage Template,” on page 73.
6 Select the topmost folder in the folder structure and click OK.
For example, if you had a structure similar to the Sample Classroom Collaborative Storage
Template in Figure 7-1 on page 73, you would select “8th Grade U.S. History.”
7 Click Apply to save your settings.
8 Proceed with Section 7.7.4, “Setting Group Policy Target Paths,” on page 79.
7.7.4
Setting Group Policy Target Paths
The Target Paths page is where you set the paths to where the collaborative storage area for this
policy will be hosted.
1 In the left pane, click Target Paths.
2 In the Target Placement region, fill in the following fields:
Random: Distributes storage randomly among the number of target paths.
Actual Free Space: Distributes the creation of collaborative storage folders according to
volumes with the largest amount of absolute free space. For example, if you have two target
paths listed, target path 1 has 15 GB of free space, and target path 2 has 10 GB, the
collaborative storage folders are created using target path 1.
Percentage Free Space: Distributes the creation of collaborative storage folders to volumes
with the largest percentage of free space. For example, if you have two target paths listed and
target path 1 is to a 10 TB drive that has 30 percent free space, and target path 2 is to a 500 GB
drive with 40 percent free space, the collaborative storage folders are created using target path
2, even though target path 1 has more absolute available disk space. You should be cautious
when using this option with target paths to volumes of different sizes.
Leveling Algorithm: Use this option to structure the home folders so that they are categorized
by the first or last letter of a username through a subordinate folder. For example, if you choose
First Letter, and the Leveling Length field is set to 1, a user named BSMITH has a home folder
located in a path such as \\SERVER1\HOME\B\BSMITH.
If you choose Last Letter, and the Leveling Length field is set to 1, the same user has a home
folder located in a path such as \\SERVER1\HOME\H\BSMITH.
The Last Letter means the last character of the attribute Storage Manager uses to create
storage.
The Leveling Length field allows you to enter up to 4 characters. This makes it so that you can
organize home folders by year. For example, if your Leveling Algorithm setting is Last Letter,
and the Leveling Length setting is 4, a user named BMITH2014 has a home folder located in a
path such as \\SERVER\HOME\2014\BSMITH2014.
Maximum Unreachable Paths: If you have a substantial number of target paths listed on this
page, this field lets you indicate the number of target paths Storage Manager accesses to
attempt to create a home folder before it suspends the attempt.
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For example, suppose you have 100 target paths and you're using Random Distribution and the
Maximum Unreachable Paths setting is 20. Storage Manager will try 20 of those 100 paths
before the event will become a pending event. A path can be unreachable for any error
condition. For example: the server is down or the share is not available.
3 For each target path that you want to establish, click Add to access the Path Browser.
4 Browse to the location of the target path you want and click Add to add the target path to the
Selected Paths pane.
5 Click OK to save the path.
6 Click Apply to save your settings.
7 Proceed to Section 7.7.5, “Setting Group Policy Quota Options,” on page 80.
7.7.5
Setting Group Policy Quota Options
This page lets you establish storage quota for the collaborative storage folder. Until quota
management is established, a collaborative storage area has unlimited storage. Quota management
for collaborative storage applies to:
 The quota for the entire storage folder
 Quotas for personal folders in the collaborative storage folder
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NOTE: In order for the quota to be managed on a personal folder, you must also manage the quota
on the -OWNER- or -MEMBER- folder. You can set this in the template through the properties of each
folder.
The Quota Options page is also where you establish quota management settings for quota
managers. A quota manager is a specified user—for example, a help desk administrator or technical
support rep, who is granted the ability to increase quotas without having rights to the file system.
Quota management actions are performed through Quota Manager, which is a separate Web
browser-based management interface. For more information on Quota Manager, see Chapter 8,
“Using Quota Manager,” on page 89.
1 In the left pane, click Quota Options.
The following page appears:
2 Select the Enabled check box to enable quota management.
3 In the MB field, specify the initial storage quota for the collaborative storage folders.
4 Set up quota managers for this policy by filling in the following fields:
Enable Quota Manager / Quota Preservation for this Policy: Select this check box to enable
the Quota Management region of the page.
Quota Maximum: Indicate whether the users managed by this policy will have a maximum
quota setting. If so, indicate the maximum quota.
Quota Increment: Indicate whether quota managers will set quotas manually or in set
increments. If you select manual increments, the quota manager can increase the quota in any
increment until it meets the maximum quota setting. If you select set increments, the quota
manager can only increase the quota by the increment setting.
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Quota Managers: Click Add and use the Object Browser to browse to and select a user you
want to be a quota manager, then drag the User object to the right pane. Repeat this for each
user you want to be a quota manager.
5 Click Apply to save your settings.
6 Proceed with Section 7.7.6, “Setting the Group Policy Move Schedule,” on page 82.
7.7.6
Setting the Group Policy Move Schedule
This page lets you use a grid to specify when collaborative storage data can be moved during data
movement operations.
By default, all days and times are available for data movement. You might decide that data movement
during regular business hours creates unacceptable network performance, and choose to move data
after regular business hours.
NOTE: The collaborative storage folder will not move if there are any open files. Until the folder can
be moved, the Move event will be listed as a pending event.
1 In the left pane, click Move Schedule.
2 In the Data Move Schedule grid, click the squares for the day and hour you want to disable for
data movement.
3 Click Apply to save your settings.
4 Proceed with Section 7.7.7, “Setting Group Policy Dynamic Template Processing,” on page 82.
7.7.7
Setting Group Policy Dynamic Template Processing
Dynamic Template Processing is the term used in Micro Focus Storage Manager for creating
personal folders in a collaborative storage folder. If Dynamic Template Processing is enabled,
creating a -MEMBER- Group object in the collaborative storage file structure automates the creation
of a user’s personal folder when he or she is added to the group.
1 In the left pane, click Dynamic Templates.
The following screen appears:
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2 Do one of the following:
 If the folder structure in your collaborative storage template includes a -MEMBER- folder,
Storage Manager can create personal folders within the collaborative storage folder. Leave
the Enable Dynamic Template Processing check box selected and proceed with Step 3.
 If your collaborative storage template does not include a -MEMBER- folder, Storage
Manager does not create personal folders within the collaborative storage folder. Deselect
the Enable Dynamic Template Processing check box and proceed with Section 7.7.8,
“Setting Group Policy Cleanup Options,” on page 84.
3 Choose one of the following options:
 Do not limit folder search depth: The Engine searches through the collaborative storage
folder looking for -GROUP-, -OWNER-, and -MEMBER- folders. Depending on the number
of folders in the collaborative storage folder, this can take significant time. It is therefore best
to not select this option.
 Limit folder search to a depth of: If you know the maximum level where the -MEMBERfolder is structured in your collaborative storage template, you can select this option and
indicate the level.
For example, in the Sample Classroom Collaborative Storage Template in Figure 7-1 on
page 73, the -MEMBER- folder is located four levels down.
4 Indicate whether to hide the folders named -MEMBER, -OWNER-, and -GROUP-, objects by
leaving the Ignore hidden attribute on dynamic template check box selected to hide the objects,
or deselecting the check box to display the objects.
Hiding the folders might prevent the folders from being deleted by an administrator who doesn’t
know why they are there. Leaving this check box selected displays all personal folders within the
collaborative storage folder except for the hidden objects.
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5 Click Apply to save your settings.
6 Proceed with Section 7.7.8, “Setting Group Policy Cleanup Options,” on page 84.
7.7.8
Setting Group Policy Cleanup Options
This page lets you enable and specify cleanup rules for the Group policy. Options for cleanup include
deleting a collaborative storage folder after a set number of days following the removal of the
associated Group object from eDirectory, or vaulting (rather than deleting) the collaborative storage
folder.
1 In the left pane, click Cleanup Options.
2 Enable storage cleanup by filling in the following fields:
Enable: Select this check box to enable storage cleanup rules.
Cleanup storage: Specify the number of days a collaborative storage folder remains after the
associated Group object is removed from eDirectory.
3 Enable vaulting on cleanup by filling in the following fields:
Enable: Select this check box to enable vaulting on cleanup rules.
Vault Path: Click Browse to browse and select the path where you want the collaborative
storage folders vaulted after cleanup.
When you indicate this path, it also appears in the Vault Path field of the Grooming Rules page,
because grooming rules and vault on cleanup rules share the same vault path.
4 Click Apply to save the settings.
5 Proceed with Section 7.7.9, “Setting Group Policy Vault Rules,” on page 84.
7.7.9
Setting Group Policy Vault Rules
When a Group object is removed from eDirectory, you can have Storage Manager vault the contents
of the associated collaborative storage folder from a primary storage device to a less expensive
secondary storage device. Storage Manager lets you specify what to vault or delete by using vault
rules. For example, you might want to remove all .tmp files before vaulting the collaborative storage
folder. Or, you might want to vault only a single folder, such as Final Proposal and nothing else in the
other folders. You accomplish all of this through settings in the Vault Rules Editor.
1 In the left pane, click Vault Rules.
The Vault Path field displays the vault path that you established when you set up collaborative
storage cleanup rules.
2 Click Add to bring up the Vault Rules Editor.
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3 In the Description field, specify a description of the vault rule.
For example, “Files to delete before vaulting,” or “Files to vault.”
4 Fill in the following fields:
Action: Select whether this vault rule deletes or vaults.
Be aware that if you select Vault, only the files or folders that you list in the Masks text box are
vaulted and the remainder of the home folder content is deleted. Conversely, if you select Delete,
only the files or folders that you list in the Masks text box are deleted, and everything else is
vaulted.
Files: If the vault rule you are creating will vault or delete content at the file level, leave the File
option selected.
Folders: If the vault rule you are creating will vault or delete content at the folder level, select the
Folders option.
Selecting Folders disables the filter settings in the lower portion of the Vault Rules Editor.
Masks: List the files or folders you want to be vaulted or deleted, according to what is indicated
in the Action drop-down menu.
File or folder names can contain an asterisk.
5 (Conditional) If the vault rule you are creating is specific to files, complete the applicable filter
settings.
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Leaving the setting as [Disabled]-Any Size vaults or deletes all file types listed in the Mask text
box, according to what is indicated in the Action drop-down menu. Choosing any of the other
options from the drop-down menu lets you indicate files to delete or vault according to size, when
created, when last modified, and when last accessed.
6 Click OK to save the vault rule.
7 If necessary, create any needed additional vault rules by repeating the procedures above.
8 Proceed with Section 7.7.10, “Setting Group Policy Grooming Rules,” on page 86.
7.7.10
Setting Group Policy Grooming Rules
Grooming rules in Storage Manager specify the file types that you do not want network users storing
in their home folders or collaborative storage areas. Examples of these might be .mp3and .mp4 files,
.mov files, and many others. You use the Grooming rule to specify whether to delete or vault a
groomed file.
Grooming takes place as a Management Action that is run by the administrator. A Management
Action is a manual action that is enacted through SMAdmin. For more information, see Section 9.1.4,
“Management Actions,” on page 98.
1 In the left pane, click Grooming Rules.
The Vault Path field displays the vault path that you established when you set up cleanup rules.
2 Click Add to bring up the Grooming Rules Editor.
3 In the Description field, specify a description of the grooming rule.
For example, “Files to groom in Community Outreach Group.”
4 Fill in the following fields:
Action: Select whether this grooming rule will delete or vault groomed files.
Files: If the grooming rule you are creating will vault or delete content at the file level, leave the
File option selected.
Folders: If the grooming rule you are creating will vault or delete content at the folder level,
select the Folders option.
Selecting Folders disables the filter settings in the lower portion of the Grooming Rules Editor.
Masks: List the files or folders you want to be vaulted or deleted, according to what is indicated
in the Action drop-down menu.
File or folder names can contain an asterisk.
5 (Conditional) If the grooming rule you are creating is specific to files, complete the applicable
filter settings.
Leaving the setting as [Disabled]-Any Size vaults or deletes all file types listed in the Mask text
box, according to what is indicated in the Action drop-down menu. Choosing any of the other
options from the drop-down menu lets you indicate files to delete or vault according to size, when
created, when last modified, and when last accessed.
6 Click Apply to save the grooming rule.
7.8
Creating a Container Collaborative Storage Policy
1 In SMAdmin, click the Main tab.
2 Click Policy Management.
3 In the Manage Policies menu, select Create Policy > Create Container Policy.
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The following screen appears:
4 Specify a name in the Name field.
The Policy Options page appears.
5 Continue with Section 7.8.1, “Setting Container Policy Options,” on page 87.
7.8.1
Setting Container Policy Options
Settings within Policy Options let you indicate how the policy is applied and lets you write an
expanded policy description.
1 Leave the Process Events for Associated Managed Storage check box selected.
In this example, the Collaborative Storage policy will apply to a container object. However, it
could apply to the parents’ container thus making it applicable to all existing and new containers
located therein. Deselecting this check box indicates that you want to create a Blocking policy.
For more information on blocking policies, see Section 4.6, “Creating a Blocking Policy,” on
page 25.
2 In the Description region, specify a description of the policy you are creating in the text field.
3 Click Apply to save your settings.
4 Select the options and setting that you want to policy to use:
Container Policy Associations: The Associations page is identical to the Association page
presented when you create a Group policy. For an explanation of the page, along with
procedures for setting associations, see Section 7.7.2, “Setting Group Policy Associations,” on
page 78.
Container Policy Provisioning Options: The fields presented on the Provisioning Options
page are identical to those presented when you create a Group policy. For an explanation of the
page, along with procedures for setting provisioning options, see Section 7.7.3, “Setting Group
Policy Provisioning Options,” on page 78.
Container Policy Target Paths: The fields presented on the Target Paths page are identical to
those presented when you create a Group policy. For an explanation of the page, along with
procedures for setting target paths, see Section 7.7.4, “Setting Group Policy Target Paths,” on
page 79.
Container Policy Quota Options: The fields presented on the Quota Options page are identical
to those presented when you create a Group policy. For an explanation of the page, along with
procedures for setting quota options, see Section 7.7.5, “Setting Group Policy Quota Options,”
on page 80.
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Container Policy Move Schedule: The fields presented in the Move Schedule page are
identical to those presented when you create a Group policy. For an explanation of the page,
along with procedures for setting the move schedule, see Section 7.7.6, “Setting the Group
Policy Move Schedule,” on page 82.
Container Policy Dynamic Template Processing: The fields presented on the Dynamic
Templates page are identical to those presented when you create a Group policy. For an
explanation of the page, along with procedures for setting the move schedule, see Section 7.7.7,
“Setting Group Policy Dynamic Template Processing,” on page 82.
Container Policy Cleanup Options: The fields presented on the Cleanup Options page are
identical to those presented when you create a Group policy. For an explanation of the page,
along with procedures for setting cleanup options, see Section 7.7.8, “Setting Group Policy
Cleanup Options,” on page 84.
Container Policy Vault Rules: The fields presented on the Vault Rules page are identical to
those presented when you create a Group policy. For an explanation of the page, along with
procedures for setting vault rules, see Section 7.7.9, “Setting Group Policy Vault Rules,” on
page 84.
Container Policy Grooming Rules: The fields presented on the Grooming Rules page are
identical to those presented when you create a Group policy. For an explanation of the page,
along with procedures for setting grooming rules, see Section 7.7.10, “Setting Group Policy
Grooming Rules,” on page 86.
5 Click Apply to save your settings.
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8
Using Quota Manager
8
Quota Manager is a separate management interface for designated users such as help desk
administrators or support personnel, to increase user home folder or collaborative storage areas
without needing rights to the file system.
Quota Manager can also provide storage information such as the total number of files and file types in
a managed path. With this type of information, the help desk or support rep can make suggestions for
freeing up space in the managed path rather than simply granting additional storage quota.
 Section 8.1, “Quota Management Prerequisites,” on page 89
 Section 8.2, “Managing Quotas Through Quota Manager,” on page 90
 Section 8.3, “Understanding Quota Manager Status Indicators,” on page 92
8.1
Quota Management Prerequisites
1 Using SMAdmin, verify that all of the policies managing the users for whom you want to manage
quotas through Quota Manager have the Enable Quota Manager check box selected, with a
Quota Maximum and/or Quota Increment setting.
2 Verify that you have users or groups listed in the list box in the Quota Managers region of the
page.
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8.2
Managing Quotas Through Quota Manager
1 Launch a Web browser.
2 Enter the following address: https://ip-address-or-dns-name-of-nms-engine-server:3009/qm
3 (Conditional) If a message appears informing you that the connection is not trusted, proceed by
adding the security exception and downloading the certificate.
The following screen appears:
4 Enter a username and password and click Login.
The username and password must correspond to user that has been designated as quota
manager either directly or through a group association.
If a user is enabled as a quota manager through eDirectory rights rather than through
designation in the policy, the user must log in using a fully distinguished name.
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5 In the Object(s) field, specify a User or Group object name, or use an asterisk (*).
In large networks, building a list through the asterisk can be time consuming.
6 Specify your display and filter preferences in the corresponding regions.
7 Click Submit.
8 Click the User object you want to manage.
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9 Add or remove a quota or perform a storage analysis by using the buttons provided.
8.3
Understanding Quota Manager Status Indicators
Quota Manager uses three different status indicators to show the current storage quota status for a
user home directory or collaborative storage directory.
Red: Denotes one of the following conditions:
 Quota usage has exceeded 90 percent.
 The SM Engine is unable to contact the server containing the volume.
 The volume does not support quota management.
 The home directory does not exist.
 The server containing the volume gave an Access Denied error, indicating that either remote
storage management is not configured or enabled for the SM Engine, or that the firewall
disallows remote storage management.
Yellow: Denotes that the quota usage has exceeded 75 percent.
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Green: Denotes that quota usage is under 75 percent and that there are none of the problems
specified above.
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9
Reference
9
This section presents the tabs and tools in SMAdmin in a reference format. All of the tools are
covered as they are presented in the SMAdmin interface, beginning with the Main tab.
 Section 9.1, “Main Tab,” on page 95
 Section 9.2, “Reports Tab,” on page 113
 Section 9.3, “Configure Tab,” on page 120
9.1
Main Tab
The Main tab provides access to all of the active management interfaces for Storage Manager. You
use the Main tab to create, edit, deploy, and analyze Storage Manager policies.
 Section 9.1.1, “Start Page,” on page 95
 Section 9.1.2, “Engine Status,” on page 95
 Section 9.1.3, “Storage Management,” on page 96
 Section 9.1.4, “Management Actions,” on page 98
 Section 9.1.5, “Policy Management,” on page 106
 Section 9.1.6, “Pending Events,” on page 108
 Section 9.1.7, “Path Analysis,” on page 109
 Section 9.1.8, “Object Properties,” on page 110
 Section 9.1.9, “Storage Resource List,” on page 110
 Section 9.1.10, “GSR Collector,” on page 112
 Section 9.1.11, “Scheduled Tasks,” on page 112
 Section 9.1.12, “Data Management,” on page 112
9.1.1
Start Page
The left panes of the Start Page tool display an at-a-glance view of the management status of user
storage, collaborative storage, and users and groups that have managed storage. The right pane
displays links to resources and product news.
9.1.2
Engine Status
The Engine Status page provides an overview of the current status of the Engine through the Engine
tab. If you are not seeing Storage Manager enact actions after events in eDirectory take place,
viewing whether the Engine is processing and accepting events through this page is a good first step
in troubleshooting.
Expanded details pertaining to events are detailed in different regions of the page. The General
region provides general details including naming and version numbers. The User Event Counts
region displays user storage actions. The Work Queue region provides details on actions yet to be
completed. The Collaborative Event Counts region provides collaborative storage actions.
Reference
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Figure 9-1 Engine Status Page
If you have Micro Focus File Reporter installed in your network, you can click the File Reporter
Integration tab to view the status of the integration between Storage Manager and File Reporter.
NOTE: File Reporter reports on Storage Manager policies through a plug-in installed in SMAdmin.
The plug-in allows administrators to create Storage Manager detailed, policy- based storage reports
by reporting on the target paths associated with Storage Manager policies.
9.1.3
Storage Management
The Storage Management tool lets you manage the associations between Storage Manager policies
and eDirectory objects such as organizational units, groups and users. This includes creating
organizational units, setting context, viewing properties, performing Management Actions, and
assigning policies.
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Figure 9-2 Storage Management Page
Left Pane
Use the left pane to browse and select organizational units in the directory. Right-clicking an
organizational unit in the left pane lets you take additional actions:
 Create an organizational unit (OU)
 Set the directory context in the left pane to display the hierarchy from the root or from the
selected organizational unit
Right Pane
Use the right pane to view the objects within a selected organizational unit as well as view properties,
perform Management Actions, and assign policies. The right pane displays containers, groups, and
users, according to what you have selected in the Filter check boxes.
IMPORTANT: When you perform actions in the right pane, it is important that you know whether you
are performing management specific to users, groups, or containers.
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9.1.4
Management Actions
In managing user and collaborative storage with Storage Manager, there are cases when you need to
retroactively apply policies, rights, attributes, and quotas to existing user storage, or perform some
administrative corrective action or operation on a large set of users, groups, or containers.
In Storage Manager, performing these types of operations is collectively referred to as performing a
Management Action, and is done through the Storage Management page by right-clicking the object
and selecting Management Action, or clicking the Management Actions drop-down menu.
You can perform a Management Action on an organizational unit, a Group object, or a User object.
Management Action operations on a Group object apply to users who are members of the group.
Management Action operations on an organizational unit apply to users in the organizational unit, and
optionally to all subordinate organizational units.
IMPORTANT: The Management Actions vary based on whether the selected mode is User, Group,
or Container. For example, if Group mode is selected, the Management Action will be performed for
collaborative storage processing using Dynamic Template processing. If Collaborative mode is
selected, the Management Action will be performed for container based collaborative storage.
Storage Manager analyzes each User object independently, regardless of whether the Management
Action is initiated via organizational unit, Group objects, or User objects.
 “Management Actions Dialog Box” on page 98
 “Available Management Actions” on page 100
 “Assign Policy” on page 104
 “Object Properties” on page 105
Management Actions Dialog Box
Whenever you initiate a Management Action, you work in a dialog box similar to the one below. A
description of the components follows the graphic.
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Figure 9-3 Management Actions Dialog Box
Run: Clicking this button executes the management action.
Mode: This drop-down menu lets you indicate if the Management Action is to apply to User, Group, or
Container policy.
Consistency Check: This button lets you perform a consistency check before determining what
Management Actions to perform. You can also use the Consistency Check button to view the results
after you perform a Management Action.
Management Action: This drop-down menu lets you change from one Management Action to
another while you are in the dialog box.
Refresh Results: This button refreshes the results displayed in the bottom pane of the dialog box.
Top Left Pane: The fields, options, and check boxes in this region vary based on the Management
Action you are performing. In some cases, there is nothing in this region, because there are no
settings to create. This region includes some powerful options for Management Actions, including the
following:
 Process Subcontainers
 Run in Check Mode
 Mask
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When you perform a Management Action on a container, Storage Manager applies the action to all
subcontainers. If you do not want the action applied to subcontainers, you can deselect the Process
Subcontainers check box.
The Run in Check Mode check box lets you view the potential outcome of performing a Management
Action before you actually perform the action. The action is evaluated and all tasks associated with
the action are listed. We recommend that you perform all Management Actions in check mode and
observe the outcomes before actually performing a Management Action.
For Management Actions performed on organizational units or Group objects, you can enter a search
filter in the Mask field to limit the number of objects that Storage Manager analyzes. You can enter
standard wildcard characters with multiple strings separated by the “|” character.
Top Right Pane: This part of the dialog box lets you add, delete, or select objects to which the
Management Action applies.
Bottom Pane: This part of the dialog box displays the results after the Management Action has taken
place. To expand the viewable area, click Expand.
Available Management Actions
 “Consistency Check” on page 100
 “Manage” on page 101
 “Enforce Policy Paths” on page 101
 “Groom” on page 101
 “Apply Attributes” on page 101
 “Apply Home Drive” on page 101
 “Apply Members” on page 102
 “Apply Ownership” on page 102
 “Apply Quota” on page 103
 “Apply Rights” on page 103
 “Apply Template” on page 103
 “Clear Managed Path Attribute” on page 104
 “Recover Managed Path Attribute” on page 104
 “Assign Managed Path” on page 104
 “Directory Merge” on page 104
 “Remove from Database” on page 104
Consistency Check
This Management Action notifies you of inconsistencies or potential problems pertaining to user and
group storage being managed through Storage Manager. These potential problems might be missing
storage quotas, inconsistent directory attributes, missing and inconsistent managed paths, and more.
In addition to reporting on storage issues, consistency check reports let you review current quota
assignments and can help you with the design and planning of storage policies. In Section 4.3,
“Running Consistency Check Reports on Existing Storage,” on page 23, you ran a consistency check
before creating your first primary user policy to help you determine how to configure the policy.
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Manage
This Management Action catalogs objects in Storage Manager, putting them in a managed state.
If the existing objects already have established managed paths, attributes, and rights, NStorage
Manager does not change these settings, nor does it enforce policy paths, grooming, and quota
management. If you need to change attributes and rights, or enforce policy paths, grooming, and
quotas, you can do so through the specific Management Actions.
If these existing objects do not have established managed paths, Manage creates the managed
paths and sets the rights, attributes, quotas, etc. according to the policies that apply to the objects.
Enforce Policy Paths
This Management Action moves data to where the policy’s target path specifies. If you decide to
move your user home folders from one location to another, you can simply change the target path in
the policy and then run Enforce Policy Paths to move the home folders.
The Enable pre-stage data copy option lets you copy data without alerting you to failures if there are
files open. When a user is moved in Active Directory and the policy dictates that the home folder is to
be moved to a new target path, this option allows for all closed files to be moved. At a later time, you
can go back and run an Enforce Policy Path Management Action without the Enable pre-stage data
copy check box selected, to move the files that were previously open.
Groom
This Management Action carries out file grooming according to the file grooming specifications in the
applied policy.
Apply Attributes
This Management Action lets you apply file system attributes. If you decide to modify the file system
attributes in a policy, you can select Apply Attributes to immediately apply the new attributes for all of
the affected objects.
If you cataloged existing objects with existing managed paths through Manage, the attributes for the
managed path are not modified once the object’s managed path attribute is cataloged (see Manage
above). If you want to modify the original attributes of the managed path, you can do so through the
settings in the in the left pane of the Apply Attributes dialog box.
Apply Home Drive
When the Home Folder check box is selected, this Management Action changes the home drive letter
for the user that is assigned under eDirectory, to the drive letter that is specified in the Storage
Manager policy.
NOTE: The new drive letter does not take effect until the user logs out and then logs in again.
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Apply Members
This Management Action is included to create the owner folder and personal folders in a collaborative
storage area, where these folders did not exist previously. You must first modify the collaborative
storage template in the policy to include -OWNER- and -MEMBER-. For more information, see
Chapter 7, “Managing Collaborative Storage,” on page 71.
If you do have personal folders in the collaborative storage area and you later change the rights on
-MEMBER-, you use the Apply Members Management Action to enforce the new rights.
Apply Ownership
This Management Action lets you set ownership of the home folder and home folder contents.
Figure 9-4 Apply Ownership Management Action Page
NOTE: The ownership specifications you make on the page shown above are applied to folders and
files that exist at the time the Management Action takes place. The ownership of files and folders that
are created later is not affected by this action. For example, if a user's home folder is moved due to
an Enforce Policy Path action, the ownership of the user’s home folder will be determined by the
settings in the policy.
Set Target Folder Owner: Select this check box to specify that the ownership applies only to the
home folder and not to any subfolders.
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Use policy-defined ownership: This option sets the home folder owner according to the specified
owner in the Path Owner field of the policy.
Set to target object: When this option is selected, each of the selected users’ home folders is set to
have that user object as the owner.
Set to explicit object: This option lets you browse to select a specific owner for the home folder.
Set Contents Owner: Select this check box to specify that the ownership applies to the subfolders
and files contained in the home folder.
Use policy-defined ownership: This option sets the home folder contents owner according to the
specified owner in the Path Owner field of the policy.
Set to target object: When this option is selected, each of the selected users’ home folders is set to
have that user object as the owner.
Set to explicit object: This option lets you browse to select a specific owner for the contents of the
home folder.
Perform action for the following policy types: Specify the policy types you want this Management
Action to apply to.
Process Subcontainers: Selecting this option specifies that you want the settings on this page to
apply to users that reside in the subcontainers within the container where this policy is applied.
Run in check mode: Selecting this check box lets you view the potential outcome of performing a
Management Action before you actually perform it. The action is evaluated and all tasks associated
with the action are listed. We recommend that you perform all Management Actions in check mode
and observe the outcomes before actually performing a Management Action.
Mask: For Management Actions performed on organizational units or Group objects, you can enter a
search filter in the Mask field to limit the number of objects that Storage Manager analyzes. You can
enter standard wildcard characters with multiple strings separated by the “|” character.
Apply Quota
This Management Action lets you apply managed path quotas. If you decide to modify the quota
settings in a policy, you can select Apply Quota to immediately apply the new quota setting to all of
the affected users.
If you cataloged existing network users with existing home folders through Manage, there might be no
quota settings for the user home folders. Or, the quota settings might be inconsistent with those
specified in the policy. If you want to establish or reset the quota for the home folder, you can do so
through the settings in the left pane of the Apply Quota dialog box.
Apply Rights
This Management Action lets you apply file system rights. If you decide to modify the file system
rights in a policy, you can select Apply Rights to immediately apply the new rights for all of the
affected users.
Apply Template
This Management Action lets you apply a template specifying how to provision user or collaborative
storage. If you decide to modify the template in a policy, you can select Apply Template to
immediately apply the new template structure to all of the affected users. This can be especially
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useful if you need to quickly provision a new subfolder with a document, such as a new health
benefits document for all employees. All you need to do is modify the template to include the new
subfolder and document inside the subfolder and then use Apply Template to provision it to everyone.
If you cataloged existing network users with existing home folders through Manage, the file structure
created by the template is not modified after the user and his or her associated home folder are
cataloged (see Manage above). If you want to modify the original file structure for the home folder,
you can do so through the settings in the in the left pane of the Apply Template dialog box.
Clear Managed Path Attribute
This Management Action allows removes the managed path attribute so you can create a new one.
Administrators might find this useful when users have invalid values for their home folder attributes
and want to start over by creating new ones.
Recover Managed Path Attribute
If the attribute for a user home folder ever becomes corrupted, this Management Action can be used
to recover an uncorrupted version of the attribute from the Storage Manager database.
Assign Managed Path
You can use this Management Action to assign an attribute to a user folder.
Directory Merge
This Management Action lets you merge contents of one home folder with those of another. This is
especially useful if a user leaves an organization and you want to transition the files from the former
user to another user. Another example might be if a user has two home folders and you want to
merge the contents into one.
Remove from Database
This Management Action removes object from the Storage Manager database and makes the object
unmanaged.
Assign Policy
Lets you easily assign a User, Group, or Organizational Unit object a policy while you are in the
Storage Management page. If an effective policy is already assigned to one of these objects, you can
assign a new policy, replacing the effective policy with an assigned policy.
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Figure 9-5 Policy Selector Dialog Box
The Filter field filters policy names as you type.
Object Properties
You can easily view an expanded set of object properties in the Storage Management page by rightclicking an object in the right pane and selecting Object Properties.
The five tabs display the following information:
Properties: Displays eDirectory values and Engine database values. If you are working with a
Support representative to resolve a problem, you might need to provide information from this screen.
Effective Policies: Lists all of the effective policies for the selected object. An effective policy is a
policy that affects a user either directly through association or inheritance by membership in a
organization, container, or group.
Associated Policies: Lists all of the associated policies for an object. An associated policy is an
explicitly assigned policy associated with a container, group, or user.
Transactions: Shows pending events for the selected object. If there are many pending events, but
you only want to see those pertaining to a particular user, you can see the pending events for the
User object.
History: Shows a history of move and rename events that pertain to the selected User object.
Having historical information can be beneficial for a number of reasons. One in particular is for
restoring files. Suppose a project manager was working on a project three years ago and then the
company decided to discontinue funding the project. After one year, the project manager decided to
delete the project files from her personal folder. Now suppose that two years later, a new executive in
the organization wants to renew the project. To locate the original project files from backed up storage
would be quite time consuming, but by viewing the information in the History tab, you could easily find
the original location of the backed up home folder, if it was moved, and if so, where it was moved to,
so that you could retrieve the project files.
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9.1.5
Policy Management
The Policy Management page displays all policies, along with a summary of policy details. When you
select a policy, applicable tools in the toolbar are activated. A summary of the toolbar follows.
NOTE: All of these tools are also accessible by right-clicking a selected policy.
Manage Policies: Lets you create any of the following policies:
 User Home Folder policy
 Group policy
 Container policy
 Auxiliary policy
Rename Policy: Lets you rename the selected policy.
Delete Policy: Lets you delete the selected policy.
Edit Policy: Brings up the Policy Editor, where you can edit the selected policy.
Import Policies: Provides the ability to import policies that were previously exported through the
Export Policies menu option.
NOTE: Policy associations are not imported. After policies are imported, you need to associate the
policies to containers or groups.
For more information on importing policies, see Section 5.9, “Importing Policies,” on page 57.
Export Policies: Provides the ability to export policies so that they can be imported later. For
example, many customers first evaluate Storage Manager in a lab environment and create a large
number of policies in the process. You can export these policies and later import them into the
production environment. For more information, see Section 5.8, “Exporting Policies,” on page 56.
Import Upgraded Policies: Provides the ability to import policies migrated from a Storage Manager
2.5x Engine after the SMAdmin Setup Wizard has been run. This feature is provided in case you
chose not to import the policies when you ran the Setup Wizard.
Actions for Auxiliary Policies: Provides menu options that are applicable to Auxiliary policies. To
activate this menu, click an Auxiliary policy. Menu options include Manage, Groom, Apply Attributes,
Apply Quota, Apply Rights, and Assign Auxiliary Attributes.
Auxiliary Purpose Mappings: Auxiliary policy mappings give you the ability to specify a purpose or
classification for auxiliary storage policies. For example, you might want to create an HR purpose for
all of the auxiliary storage policies that create HR folders for employees. With each of the auxiliary
storage policies that create HR folders assigned the same purpose, it makes it possible for Storage
Manager to make intelligent decisions for auxiliary storage when a user is moved.
For example, if a user in the Detroit office transfers to the Dallas office, and the user has a home
folder and an auxiliary storage folder in the Detroit office’s HR department, you want to migrate both
the home folder and the auxiliary storage folder to correct locations in Dallas. Having the Detroit
auxiliary storage policy and the Dallas auxiliary storage policy identified with the same HR purpose,
ensures that the user moved from Detroit to Dallas, will have his auxiliary storage properly
established with the move.
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Figure 9-6 Auxiliary Purpose Mappings Dialog Box
Redistribute Policy Paths: Allows you to define additional target paths in the policy and then
redistribute or load-balance the data among the various paths.
Figure 9-7 Redistribute Policy Paths Dialog Box
Using the Redistribute Policy Paths dialog box, you can redistribute the user and collaborative
storage across the target paths associated with a policy.
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NOTE: The data displayed in the dialog box is taken from the most recent report from the GSR
Collector.
Use the Distribution Type drop-down menu to view your data distribution according data size,
directory count, and quota commitment.
Click Next to view the current locations of the home folders and collaborative storage folders, and the
location where Storage Manager proposes to redistribute the folders. If you want, you can deselect a
folder for distribution by deselecting the check box corresponding to the folder. You can also indicate
a new target path for the folder by clicking in the Target Policy Path column and selecting a new
target path.
Clicking Submit begins the process of redistributing the folders.
Report on Policy Paths: If your network includes Micro Focus File Reporter, this button is the
means of Micro Focus File Reporter reporting on Micro Focus Storage Manager policy paths.
This capability is particularly powerful because it allows you to specify the target paths where user
and collaborative storage resides on the network. Because network user and collaborative home
folders tend to be the source of most of the stale, redundant, and non-work-related file types, the
Policy Path Reporter can quickly and easily be the means of generating reports on the storage areas
that you care about most. For procedures, refer to the Micro Focus File Reporter 3.0 Administration
Guide.
Refresh: Refreshes the list of policies.
NOTE: Refreshing locks the database during the refresh operation. For best performance, do not
refresh more than is necessary.
Reload Policy Cache: Reloads your policies from the database. For example, you can use this tool if
you have a policy that is not displayed in the list.
Check Boxes: SMAdmin shows only the policy types that are checked.
Filter: Filters policy names as you type.
9.1.6
Pending Events
This page displays a list of pending events for the Engine. All of the pending events are listed with
details on the status of those events. Some events process very quickly and might actually be
completed before they can be viewed in the list. Other events might remain in the queue for a long
time, waiting for some condition to be met before they can be completed.
Clicking a listed event or events activates the toolbar. The toolbar has the following options:
Properties: Displays event properties such as FDN, ID, Action, and Current Status.
Make Eligible: If an event is deferred, you can click this option to make the event eligible
immediately.
Defer: If an event is eligible, you can click this option to manually defer it to a specific date. The
chosen deferral date is displayed in a Notes field. You can also enter any notes explaining the reason
you are deferring the event. Text from the Notes field is also displayed in the Deferred Notes field of
the Properties dialog box.
Bypass: Lets you bypass the status that is holding up the event.
Abort: Lets you terminate the selected event or events.
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WARNING: Aborting events should only be used when really necessary, as they can leave your
managed objects in an unknown state. Use aborts carefully! Be sure to only highlight the events
needing to be cleared. All selected, eligible, events will be aborted. When aborting events, be sure to
do extra checking of data before trying to act on objects again. Do frequent consistency checks
before moves. Watch for things like home directories set to PROXYHOM. You may need to make
some manual corrections before initiating further operations.
Refresh: Refreshes the event list.
Previous/Next: The arrows let you move forward or back in the event list according to the Events Per
Page setting.
Events Per Page: Indicates the number of events you want displayed on each page.
NOTE: These settings are persisted across Engine restarts. Therefore, if you stop processing and
restart the Engine or the server hosting the Engine reboots for some reason, event processing will
remain off until you turn it back on.
 Accepting: A green check mark indicates that Storage Manager is accepting events to process.
You can stop accepting events to process by clicking this button. You are prompted to enter text
in a field indicating your reason for stopping the acceptance of events. The text you enter is
recorded on the Engine Status page.
 Processing: A green check mark indicates that Storage Manager is processing events. You can
stop processing events by clicking this button. You are prompted to enter text in a field indicating
your reason for stopping the processing of events. The text you enter is recorded on the Engine
Status page.
9.1.7
Path Analysis
The Path Analysis page shows a tree view of your network storage and provides various storage
reports. These reports are a quick way to determine the trustees of a share or folder, the number of
files and file types in a given folder, whether a quota is assigned to a folder and if so, how much, and
the trustees of individual files.
NOTE: Whether managed by Storage Manager or not, all of the storage visible in the left panel is
eligible for path analysis.
Use the left pane to browse and select network volumes and folders. Use the right pane to view the
files within a selected folder.
Clicking a volume or folder in the left pane activates the toolbar. Options are also available by rightclicking a volume or folder. The toolbar has the following options:
Path Analysis A drop-down menu with the following options:
 Quota: Indicates if a quota is set for a folder, the quota size, and the amount of free space
remaining in the folder.
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 File Types: Categorizes the content of the selected folder by displaying the various file types, the
total number of each file type, and the total size of each file type. For example, to know if a user
is storing non-work related files in his or her home folder and the total size of these files, you
could use this feature to quickly determine this information.
 Trustees: Opens the View Trustees dialog box, which lists all users and objects that have any
type of rights to the selected volume, folder, or file. The View Trustees dialog box also indicates
the rights that each of these users and objects have as well as how these rights are obtained.
Path Management: A drop-down menu with the following options:
 Create Folder: Lets you create a new folder within a selected folder.
 Rename Folder: Lets you rename a selected folder.
 Delete Folder: Lets you delete a selected folder.
Rebuild: Rebuilds your storage resource list. You might need to do this to display the storage
resource list structure after it has been modified.
Refresh: Refreshes the view within the Path Analysis page.
9.1.8
Object Properties
You can display the object properties through the Storage Management page, and you can also
display them through the Object Properties page.
Use the Browse button to select an object from the Object Browser to place the fully distinguished
name of the object in the FDN field, then click Submit. The five tabs display the following information:
Properties: Displays eDirectory values and Engine database values. If you are working with a Micro
Focus Support representative to resolve a problem, you might need to provide information from this
page.
Effective Policies: Lists all of the effective policies for the selected object. An effective policy is a
policy that affects a user either directly through association or inheritance by membership in a
container or group.
Associated Policies: Lists all of the associated policies for an object. An associated policy is an
explicitly assigned policy associated with a container, group, or user.
Transactions: Shows pending events for the selected object. If there are many pending events, but
you only want to see those for a particular user, you can see the pending events for the User object.
History: Shows a history of managed storage that pertain to the selected User object. This
information is only available after the GSR Collector has run.
9.1.9
Storage Resource List
This page lets you rebuild the storage resource cache used in Storage Manager. Because Storage
Manager uses the storage resource cache to accelerate operations, there might be times when you
need to use this page to populate the cache with new volumes.
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Figure 9-8 Storage Resource List Page
Discover: Clicking this button initiates a search within the entire tree for any new volumes.
Depending on the size, configuration, and topology of your network, this can take a significant
amount of time.
Rebuild: Clicking this button initiates a search within the entire tree for all available volumes. When
you create or edit a policy, you might need to rebuild the list if the volume you need does not appear
in the storage resource list. Depending on the size, configuration, and topology of your network, this
can take a significant amount of time.
Set Schedule: Allows you to set the schedule for rebuilding the storage resource cache.
Path Analysis Clicking this button opens the path analysis page for the selected storage resource,
allowing you to browse it and do path analysis on any folder you select.
Last Rebuild Time Displays the last date and time that the storage resource list was rebuilt.
Last Rebuild Duration: Displays the length of time it took to generate the new storage resource list.
Next Rebuild Time: Displays the date and time when Storage Manager next rebuilds the storage
resource list. Unless rebuilt through the Rebuild Storage List button, the storage resource list is
rebuilt automatically at midnight each day.
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9.1.10
GSR Collector
The Global Statistics Reporting (GSR) Collector gathers and presents an extensive amount of
statistical summaries pertaining to file system data. The GSR Collector provides data for the various
reports that you can generate in Storage Manager.
The GSR Collector can be run manually or based on a schedule.
Additionally, the GSR Collector maintains a history in the Storage Manager catalog of the movement
of user managed paths.
The GSR Collector can be especially useful when Storage Manager has archived data. When data is
archived, network administrators tend to move data from one storage area to another. Each time the
GSR Collector is run, Storage Manager records the old and new locations for the data, so that the
data can be easily located; for example, if an audit is necessary.
To view the history from the Storage Management page, display a User object in the right pane and
then double-click it. In the Object Properties dialog box, click the History tab to view historical
information of data movement pertaining to the User object.
The GSR Collector can be resource intensive. You should be careful when running the GSR Collector
during peak traffic load on the Engine.
9.1.11
Scheduled Tasks
You can use Scheduled Tasks to view, edit, and run tasks that are currently scheduled. Scheduled
tasks include storage resource discovery, file grooming, data copying, and running the GSR Collector.
To edit a scheduled task, select the task listing, click Edit Scheduled Task, and then select Edit
Schedule to access the schedule dialog box. You can also access the same dialog box through the
GSR Collector page, the Storage Resource List page, and on the Add Scheduled Tasks page to
schedule grooming.
9.1.12
Data Management
Data Management (data copying) lets you copy a specific set of data and its associated rights,
ownership, and other metadata from one location to another without requiring a policy. If you choose,
you can preserve all of the permissions and quota settings in the process.
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Additional options let you overwrite existing duplicate files or folders, remove files from the source
location once they are copied to the target location, and skip open files. If you want Storage Manager
to attempt to copy open files after they are closed, leave this option deselected.
9.2
Reports Tab
The Reports tab provides access to existing Consistency and Management Action reports for events
and network storage. It also provides access to a Runtime Config report that reports on your Storage
Manager configuration, environment, and pending events.
 Section 9.2.1, “Consistency Check Reports,” on page 113
 Section 9.2.2, “Action Reports,” on page 115
 Section 9.2.3, “Anomaly Reports,” on page 116
 Section 9.2.4, “Runtime Config,” on page 117
 Section 9.2.5, “Storage Resource Statistics,” on page 118
 Section 9.2.6, “Global Statistics,” on page 119
9.2.1
Consistency Check Reports
This page is used to access and export stored Consistency Check reports.
To access a report, double-click a report listing to access the View Report dialog box.
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Figure 9-9 Consistency Check Report
The dialog box displays the contents of the Consistency Check report.
The Primary Path Statistics tab shows the rights, flag, and path distribution data in text and graphical
format.
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Figure 9-10 Primary Statistics in a Consistency Check Report
To export a Consistency Check report, double-click a report listing to access the View Report dialog
box, and then in the upper-left corner of the dialog box, click either the Save CSV Report or Save
HTML Report icons.
For more information on Consistency Check Reports, see Section 4.3, “Running Consistency Check
Reports on Existing Storage,” on page 23 and Section 4.10, “Performing a Consistency Check,” on
page 33.
9.2.2
Action Reports
Action reports are stored each time a Management Action is performed. Use this page to view or
export to a report, the results of any Management Action performed. A list of available Management
Action reports is presented, identifying the report by the eDirectory object it was run on, and the time
the report was generated.
Double-clicking any item in the list brings up the individual Management Action report.
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Figure 9-11 Action Report
To export an Action report, double-click a report listing to access the View Report dialog box, and
then in the upper-left corner of the dialog box, click either the Save CSV Report or Save HTML Report
icons.
9.2.3
Anomaly Reports
Anomaly reports indicate anomalies that can occur over time as a result of manual storage
management practices. See Chapter 4, “Managing Existing User Storage,” on page 21, for
information on Management Actions that are based on the anomalies in the Anomaly reports.
Anomaly reports are generated after the first time you run the GSR Collector. Any anomalies the GSR
Collector finds are listed in one of the following category reports:
Table 9-1 Categories for Anomaly Reports
116
Tab Name
Explanation
Orphan Candidates
Lists home directories that are not currently assigned to a User object in
eDirectory.
Name Mismatch
Lists cases where a username and the associated home directory name do not
match. This is frequently the case when a User object is renamed, but the
corresponding home directory is not.
Micro Focus Storage Manager 5.0 for eDirectory Administration Guide
9.2.4
Tab Name
Explanation
Path Overlap
List home directories that are parent paths of other user home directories. For
example, a user’s home directory attribute in eDirectory is set to
VOL1:\HOME\USERS instead of VOL1:\HOME\USERS\JBANKS. This is a
potential conflict because if you move an object that resides in the first path, it
moves all users below the user.
Duplicate Storage Pointer
Lists users that have identical home directory paths.
Missing Primary Folders
Lists users who do not have assigned home directories.
Other Missing Folders
Lists users that have auxiliary storage assigned, but the storage is not yet
created.
Objects Not Managed
Lists objects in eDirectory whose managed path is populated with a value but
are not managed through Storage Manager.
Runtime Config
Runtime Config reports are used to build reports on the current configuration and pending events
from the Engine. You can indicate which configuration data you want included in the report by
selecting the desired check boxes.
Reference
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Figure 9-12 Sample Runtime Config Report
9.2.5
Storage Resource Statistics
This page shows high-level statistical information pertaining to your policies, their corresponding
target paths, and size and free space information.
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Figure 9-13 Storage Resource Statistics Report
9.2.6
Global Statistics
Global Statistics provides a graphic view of the current state of your storage. The reports can be
configured to show different the servers, volumes and paths. The class (user, collaborative, or
auxiliary storage) can also be selected.
The reports can be configured to show different servers, shares and paths. The class (user,
collaborative, or auxiliary storage) can also be selected. Expanding or stretching SMAdmin increases
the size of the charts and the legend under each chart.
Reference
119
Figure 9-14 Global Statistics Report
Expanding or stretching SMAdmin increases the size of the charts and the legend under each chart.
9.3
Configure Tab
The Configure tab includes all of the operations to configure Storage Manager.
 Section 9.3.1, “Engine Config,” on page 120
 Section 9.3.2, “Event Servers,” on page 124
 Section 9.3.3, “Agent Servers,” on page 124
 Section 9.3.4, “Client Config,” on page 126
 Section 9.3.5, “Check Updates,” on page 128
9.3.1
Engine Config
This page lets you view and set Engine configuration settings.
The General tab includes proxy and management access settings. Each of the fields is described
below.
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Figure 9-15 Engine Config General Tab Settings
Proxy Account FDN: Displays the fully distinguished name that you established when you installed
Storage Manager.
Admin Users Group: Displays the Admin Users Group that you established during the installation of
Storage Manager.
User Session Timeout: Indicates the number of minutes SMAdmin can be left dormant before you
need to reauthenticate.
HTTPS Port: Displays the HTTPS port that you chose for Storage Manager when you installed
Storage Manager.
HTTP Port: If you chose to use an HTTP port during the installation of Storage Manager, the HTTP
port is displayed here.
Proxy Home Path: This path was established during the installation of SMAdmin. If you need to, you
can change the path by using the Browse button.
The Log Management tab includes settings specific to log files, which are accessible only from the
server hosting the Engine. Each of the fields is described below.
Reference
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Figure 9-16 Engine Config Log Tab Settings
Default Logging Level: By default, the log records informational level details. You can change the
log to record the level you want. Be aware that some settings, such as debug or verbose, record
much more information and can potentially make the log file much larger.
Log File Retention Count: By default, Storage Manager retains the 10 most recent log files,
according to the Log File Rollover Type setting. For example, if the Log File Rollover Type setting is
set to Daily, the retained log files are from the last 10 days.
Log File Rollover Type: You can choose whether to have log files roll over daily, hourly, when the
log has reached a set size limit, or have no rollover setting. If you select None, the same log file is
opened each time you start the Engine, and log entries are appended to it.
NOTE: If you delete the log file while the Engine is not running, a new log file is created the next time
you start the Engine.
Log File Retention Limit: This field appears only when you select Size from the Log File Rollover
Type field. You need to enter the size limit in MB for the log file before it creates a new file.
Enable Advanced Logging: Selecting this check box activates the Advanced Logging region of the
page. This region allows you to specify the output of the log file according to the setting you indicate
in each of 12 categories.
The Action Objects tab lets you lets you enable Storage Manager Action Objects by specifying the
container where these Action Objects are located.
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The Advanced Options tab lets you view or reconfigure the thread count settings allocated for the
actions that Storage Manager performs.
Figure 9-17 Engine Config Advanced Options Tab Settings
These settings are optimized for a normal Storage Manager workload.
Event Cache Log Purge: By default, Storage Manager keeps the most recent 30 days of event
entries in cache. You can adjust the setting in the Days field.
The event cache can be helpful in providing you a recent history of all of the events that were sent
from the Event Monitor.
The License Update tab lets you replace an unexpired license file.
Replacing an Unexpired License File
1 Click Browse to locate and select the new license file.
2 Click Upload.
Replacing an Expired License File
You cannot replace an expired license using SMAdmin. To replace an expired license file:
1 At the server that is hosting the Engine, go to C:\ProgramData\Novell Storage
Manager\Engine\config.
2 Replace the old nsm.lic file with the new one.
Reference
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9.3.2
Event Servers
The Event Monitor monitors changes to eDirectory based on create, move, rename, and delete
events. The host for the Event Monitor is referred to as the Event Server.
The Event Server page lets you:
 Authorize an Event Monitor
 Verify that an Event Monitor is authorized
 View the Event Monitor software version installed
 View Event Monitor statistics
 Remove an Event Monitor
The Event Count number indicates the total number of events sent from the Event Monitor to the
Engine.
Procedures for authorizing the Event Monitor are located in “Authorizing the Event Monitor”in the
Micro Focus Storage Manager 5.0 for eDirectory Installation Guide.
Deleting an Event Monitor
Within SMAdmin, you can delete a deauthorized Event Monitor. Only deauthorized Event Monitors
can be deleted. If you want to remove an Event Monitor, you must deauthorize it first.
9.3.3
Agent Servers
Agents perform copying, moving, grooming, and vaulting through directives from the Engine. Storage
Manager determines which Agent to use based on the target destination of the data or via proxy
configuration.
For optimum performance, Agents should be installed on all servers with storage managed by
Storage Manager.
NOTE: Storage Manager does not provide NetWare based Agents, NetWare servers need to be
managed by Proxy Agents (see“Proxy Agents” on page 125)
The Agent Server page lets you:
 Authorize an Agent
 Verify that Agents are authorized
 View Agents software versions installed
 View Agent statistics
 Remove an Agent
 Configure a Proxy Agent
Procedures for authorizing an Agent are located in “Authorizing the Agents” of the Micro Focus
Storage Manager 5.0 for eDirectory Installation Guide.
Deleting an Agent
Within SMAdmin, you can delete a deauthorized Agent. Only deauthorized Agents can be deleted. If
you want to remove an Agent, you must deauthorize it first.
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NOTE: If an Agent is deauthorized and it hasn't successfully sent a heartbeat within 7 days, it will
automatically be removed.
Proxy Agents
For storage resources that do not or cannot host an Agent, for example a NetWare server, Storage
Manager can utilize an Agent running on another server to perform the copying, moving, grooming,
and vaulting on the server. In this type of scenario, the Agent is serving as a “Proxy Agent.”
A Proxy Agent can also be set up to reduce the workload on the Engine. For example, a Proxy Agent
can be configured for a server on one side of a WAN environment to move data from one server to
another on the same side of the WAN link. This keeps the data from crossing the WAN link only to
cross back again.
Configuring an Agent to be a Proxy Agent
1 Launch SMAdmin.
2 Click the Configure tab.
3 Right-click the Agent you want to authorize to be a Proxy Agent and select Configure Proxy.
The left side of the Proxy Agent Configuration dialog box shows the list of servers without Agents
installed. The right side shows the servers with Agents installed. In the example below, the Agent
on OES11GM could be set up to be the Proxy Agent for the NW-OES11 and OES11SP2 servers.
4 Click the Target Server View tab.
Reference
125
5 From the drop-down list, select the Agent server you want to serve as the Proxy Agent for the
server on the left.
6 Click OK to save and close the proxy setting association.
9.3.4
Client Config
This page lets you configure various settings within SMAdmin.
An overview of settings specific to the General tab follows the graphic.
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Figure 9-18 Client Config General Tab
Enable Logging: Selecting this check box enables logging the operations of SMAdmin and lets you
specify the logging level and whether to roll the log or close the old log and start a new log.
Logging Level: This drop-down menu lets you select the classification of entry you want logged.
View Log: Clicking this button opens the log file.
Roll Log File: Clicking this button discontinues entries in the current log file and begins a new log
file.
Enable Caching: When you are working in the Storage Management page, selecting this check box
enables SMAdmin to maintain the area of the directory tree that is visible in the right pane, if you
move from the page to another. For example, if you locate a Group object in a container and then
need to move to another page, when you return to the Storage Management page, you do not need to
navigate the directory tree to locate the Group object again.
Check for Updates after Login: Selecting this check box allows SMAdmin to notify you of the
availability of newer Storage Manager components.
Check for Confirmation When Closing: Selecting this check box prompts you with a confirmation
of your choice when you close SMAdmin.
An overview of settings specific to the Quick Access tab follows:
This page lets you access the items you use most in SMAdmin from the Quick Access Toolbar. Items
can be added or removed from the Quick Access Toolbar by right-clicking the item from its location in
the interface, or through the Quick Access page shown below.
Reference
127
Figure 9-19 Client Config Quick Access Tab
By default, the Quick Access Toolbar is located in the title bar of SMAdmin, but the location can be
changed by using the menu at the end of the Quick Access Toolbar.
A discussion of the settings in the Advanced tab follows.
Settings on this page should be changed only under the supervision of Micro Focus Support.
NOTE: Current values on this page are only active during the current session of SMAdmin and are
reset when SMAdmin is closed or times out.
Bucket Load Parameters
These parameters are for adjusting the settings for the Engine and SMAdmin during enumeration
operations.
9.3.5
Check Updates
This page compares the version numbers of Storage Manager components that you have installed
with the latest versions available. It also provides links for downloading the latest versions of each of
the components.
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A
eDirectory Schema Extensions
A
Micro Focus Storage Manager for eDirectory extends the eDirectory schema by adding thirteen new
attributes and three new classes.
IMPORTANT: Many of the following attributes and classes apply to Action Objects, which are not
currently supported in Micro Focus Storage Manager 5.0, but will be supported in a future product
update.
 Section A.1, “Attributes,” on page 129
 Section A.2, “Classes,” on page 137
A.1
Attributes
 Section A.1.1, “cccFSFAction Cleanup,” on page 129
 Section A.1.2, “cccFSFactoryActionExecuteTime,” on page 130
 Section A.1.3, “cccFSFactoryActionLinkNext,” on page 130
 Section A.1.4, “cccFSFactoryActionOperation,” on page 131
 Section A.1.5, “cccFSFactoryActionOption,” on page 132
 Section A.1.6, “cccFSFactoryActionPath1,” on page 132
 Section A.1.7, “cccFSFactoryActionPath2,” on page 133
 Section A.1.8, “cccFSFactoryActionResult,” on page 133
 Section A.1.9, “cccFSFactoryActionStatus,” on page 134
 Section A.1.10, “cccFSFactoryActionTarget,” on page 134
 Section A.1.11, “cccFSFactoryActionTrigger,” on page 135
 Section A.1.12, “ccx-FSFAuxiliaryStorage,” on page 136
 Section A.1.13, “ccx-FSFManagedPath,” on page 136
A.1.1
cccFSFAction Cleanup
String indicating type of cleanup.
Table A-1 cccFSFAction Cleanup Specifications
eDirectory Attribute Property
Value
Name
ccxFSFActionCleanup
ASN.1 ID
2.16.840.1.113719.2.278.4.54.1
Syntax
SYN_CI_STRING
Sized – Lower Limit
-
eDirectory Schema Extensions
129
A.1.2
eDirectory Attribute Property
Value
Sized – Upper Limit
-
Single Valued
True
Sync Immediate
True
Schedule Sync Never
False
Per Replica
False
Public Read
False
Hidden
False
Server Read
False
Write Managed
False
cccFSFactoryActionExecuteTime
Integer representing time_t value for execution.
Table A-2 cccFSFactoryActionExectuteTime Specifications
A.1.3
eDirectory Attribute Property
Value
Name
cccFSFactoryActionExecuteTime
ASN.1 ID
2.16.840.1.113719.2.278.4.49.1
Syntax
SYN_INTEGER
Sized – Lower Limit
-
Sized – Upper Limit
-
Single Valued
True
Sync Immediate
True
Schedule Sync Never
False
Per Replica
False
Public Read
False
Hidden
False
Server Read
False
Write Managed
False
cccFSFactoryActionLinkNext
FDN of next action.
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Table A-3 cccFSFactoryActionLinkNext Specifications
A.1.4
eDirectory Attribute Property
Value
Name
cccFSFactoryActionLinkNext
ASN.1 ID
2.16.840.1.113719.2.278.4.60.1
Syntax
SYN_CI_STRING
Sized – Lower Limit
-
Sized – Upper Limit
-
Single Valued
False
Sync Immediate
True
Schedule Sync Never
False
Per Replica
False
Public Read
False
Hidden
False
Server Read
False
Write Managed
False
cccFSFactoryActionOperation
Name of action operation.
Table A-4 cccFSFactoryActionOperation Specifications
eDirectory Attribute Property
Value
Name
cccFSFactoryActionOperation
ASN.1 ID
2.16.840.1.113719.2.278.4.47.1
Syntax
SYN_CI_STRING
Sized – Lower Limit
-
Sized – Upper Limit
-
Single Valued
True
Sync Immediate
True
Schedule Sync Never
False
Per Replica
False
Public Read
False
Hidden
False
Server Read
False
Write Managed
False
eDirectory Schema Extensions
131
A.1.5
cccFSFactoryActionOption
Action options.
Table A-5 cccFSFactoryActionOption Specifications
A.1.6
eDirectory Attribute Property
Value
Name
cccFSFactoryActionOption
ASN.1 ID
2.16.840.1.113719.2.278.4.48.1
Syntax
SYN_CI_STRING
Sized – Lower Limit
-
Sized – Upper Limit
-
Single Valued
True
Sync Immediate
True
Schedule Sync Never
False
Per Replica
False
Public Read
False
Hidden
False
Server Read
False
Write Managed
False
cccFSFactoryActionPath1
Primary path for action.
Table A-6 cccFSFactoryActionPath1 Specifications
132
eDirectory Attribute Property
Value
Name
cccFSFactoryActionPath1
ASN.1 ID
2.16.840.1.113719.2.278.4.51.1
Syntax
SYN_PATH
Sized – Lower Limit
-
Sized – Upper Limit
-
Single Valued
True
Sync Immediate
True
Schedule Sync Never
False
Per Replica
False
Public Read
False
Micro Focus Storage Manager 5.0 for eDirectory Administration Guide
A.1.7
eDirectory Attribute Property
Value
Hidden
False
Server Read
False
Write Managed
False
cccFSFactoryActionPath2
Secondary path for action.
Table A-7 cccFSFactoryActionPath2 Specifications
A.1.8
eDirectory Attribute Property
Value
Name
cccFSFactoryActionPath2
ASN.1 ID
2.16.840.1.113719.2.278.4.52.1
Syntax
SYN_PATH
Sized – Lower Limit
-
Sized – Upper Limit
-
Single Valued
True
Sync Immediate
True
Schedule Sync Never
False
Per Replica
False
Public Read
False
Hidden
False
Server Read
False
Write Managed
False
cccFSFactoryActionResult
Result string.
Table A-8 cccFSFactoryActionResult Specifications
eDirectory Attribute Property
Value
Name
cccFSFactoryActionResult
ASN.1 ID
2.16.840.1.113719.2.278.4.56.1
Syntax
SYN_CI_STRING
Sized – Lower Limit
-
Sized – Upper Limit
-
eDirectory Schema Extensions
133
A.1.9
eDirectory Attribute Property
Value
Single Valued
True
Sync Immediate
True
Schedule Sync Never
False
Per Replica
False
Public Read
False
Hidden
False
Server Read
False
Write Managed
False
cccFSFactoryActionStatus
Intermediate status.
Table A-9 cccFSFactoryActionStatus Specifications
A.1.10
eDirectory Attribute Property
Value
Name
cccFSFactoryActionStatus
ASN.1 ID
2.16.840.1.113719.2.278.4.55.1
Syntax
SYN_CI_STRING
Sized – Lower Limit
-
Sized – Upper Limit
-
Single Valued
True
Sync Immediate
True
Schedule Sync Never
False
Per Replica
False
Public Read
False
Hidden
False
Server Read
False
Write Managed
False
cccFSFactoryActionTarget
FDN of object related to the action.
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Table A-10 cccFSFactoryActionTarget Specifications
A.1.11
eDirectory Attribute Property
Value
Name
cccFSFactoryActionTarget
ASN.1 ID
2.16.840.1.113719.2.278.4.58.1
Syntax
SYN_CI_STRING
Sized – Lower Limit
-
Sized – Upper Limit
-
Single Valued
True
Sync Immediate
True
Schedule Sync Never
False
Per Replica
False
Public Read
False
Hidden
False
Server Read
False
Write Managed
False
cccFSFactoryActionTrigger
Specifies triggering of action.
Table A-11 cccFSFactoryActionTrigger Specifications
eDirectory Attribute Property
Value
Name
cccFSFactoryActionTrigger
ASN.1 ID
2.16.840.1.113719.2.278.4.73.1
Syntax
SYN_CI_STRING
Sized – Lower Limit
-
Sized – Upper Limit
-
Single Valued
True
Sync Immediate
True
Schedule Sync Never
False
Per Replica
False
Public Read
False
Hidden
False
Server Read
False
Write Managed
False
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A.1.12
ccx-FSFAuxiliaryStorage
List of one or more paths pointing to managed auxiliary storage associated with this object.
Table A-12 ccx-FSFAuxiliaryStorage Specifications
A.1.13
eDirectory Attribute Property
Value
Name
ccx-FSFAuxiliaryStorage
ASN.1 ID
1.3.6.1.4.1.35052.1.1.100.1.1
Syntax
SYN_CI_STRING
Sized – Lower Limit
-
Sized – Upper Limit
-
Single Valued
False
Sync Immediate
True
Schedule Sync Never
False
Per Replica
False
Public Read
False
Hidden
False
Server Read
False
Write Managed
False
ccx-FSFManagedPath
Managed home directory attribute for objects (such as groups and containers) that do not inherently
have a home directory attribute.
Table A-13 ccx-FSFManagedPath Specifications
136
eDirectory Attribute Property
Value
Name
ccx-FSFManagedPath
ASN.1 ID
1.3.6.1.4.1.35052.1.1.100.2.1
Syntax
SYN_CI_STRING
Sized – Lower Limit
-
Sized – Upper Limit
-
Single Valued
True
Sync Immediate
True
Schedule Sync Never
False
Per Replica
False
Micro Focus Storage Manager 5.0 for eDirectory Administration Guide
A.2
eDirectory Attribute Property
Value
Public Read
False
Hidden
False
Server Read
False
Write Managed
False
Classes
 Section A.2.1, “cccFSFactoryAction,” on page 137
 Section A.2.2, “ccx-FSFManagedAttributes,” on page 138
 Section A.2.3, “ccx-ProxyAccount,” on page 138
A.2.1
cccFSFactoryAction
Action object for use with non-policy-based operations.
Table A-14 cccFSFactoryAction Specifications
eDirectory Class Property
Value
Name
cccFSFactoryAction
ASN.1 ID
2.16.840.1.113719.2.278.4.101.1
Class Type
Structural
Parent Class
top
Naming Attribute
cn
Mandatory Attributes
cn
Optional Attributes
cccFSFactoryActionCleanup
cccFSFactoryActionExecuteTime
cccFSFactoryActionLinkNext
cccFSFactoryActionOperation
cccFSFactoryActionOption
cccFSFactoryActionPath1
cccFSFactoryActionPath2
cccFSFactoryActionResult
cccFSFactoryActionStatus
cccFSFactoryActionTarget
cccFSFactoryActionTrigger
Is Container
False
eDirectory Schema Extensions
137
eDirectory Class Property
Value
Containment
Organization
organizationalUnit
A.2.2
ccx-FSFManagedAttributes
Auxiliary class holding common attributes.
Table A-15 ccx-FSFManagedAttributes Specifications
eDirectory Class Property
Value
Name
ccx-FSFManagedAttributes
ASN.1 ID
1.3.6.1.4.1.35052.1.1.2.1.1
Class Type
Auxiliary
Parent Class
-
Naming Attribute
-
Mandatory Attributes
-
Optional Attributes
ccx-FSFAuxiliaryStorage
ccx-FSFManagedPath
A.2.3
Is Container
False
Containment
-
ccx-ProxyAccount
Proxy account for service authentication.
Table A-16 ccx-ProxyAccount Specifications
eDirectory Class Property
Value
Name
ccx-ProxyAccount
ASN.1 ID
1.3.6.1.4.1.35052.1.1.1.2.1
Class Type
Structural
Parent Class
top
Naming Attribute
cn
Mandatory Attributes
cn
Optional Attributes
publicKey
privateKey
Description
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eDirectory Class Property
Value
Is Container
False
Containment
domain
Locality
Organization
organizationalUnit
eDirectory Schema Extensions
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B
AuxMap
B
The AuxMap utility lets you map drive letters to a user’s auxiliary storage folders through command
line parameters in a Client for OES login script. When the user logs in to eDirectory, AuxMap reads
the auxiliary attribute associated with each auxiliary storage folder assigned to the user and then
enables the drive mappings.
AuxMap is supported on the following Windows platforms and clients:
 Windows Vista, Windows Server 2008, Windows Server 2008 R2, Windows Server 2012 or R2,
or Windows 7 or Window 8 with Client for OES
 Windows XP SP2 or later with Client for OES.
AuxMap is supported on the following Linux platforms and clients:
 SUSE Linux Enterprise Desktop 10.2 or later with Linux Client for OES
 SUSE Linux Enterprise Server 10.2 or later with Linux Client for OES
You must have the Enable check box checked, and an entry in the Tag field of the Extended Options
of an auxiliary storage policy.
Figure B-1 Extended Options Page of an Auxiliary Storage Policy
For more information, see “Enabling Auxiliary Storage Extended Options” on page 52.
AuxMap
141
At the root of the ISO, go to the applicable path to locate AuxMap:
 \Windows\x86\AuxMap.exe
 \Windows\x86_64\AuxMap.exe
 \SLES10\i586\auxmap
 \SLES10\i586_64\auxmap
 \SLES101\i586\auxmap
 \SLES11\i586_64\auxmap
Example usage:
AuxMap [--tree=<eDir-tree-name>] --drive=<drive-letter> --storage=<storage-name>
AuxMap [-t=<eDir-tree-name>] -d=<drive-letter> -s=<storage-name>
AuxMap --delete --drive=<drive-letter>
AuxMap --list-mappings
The following command line switches are supported:
Table B-1 AuxMap Command Line Switches
--help
or
Displays command line switch help information for
AuxMap.
-?
--list-mappings
Lists all currently mapped network drives.
or
-lm
--drive=<drive-letter-or-path>
or
-d=<drive-letter-or-path>
On a Windows workstation, this must be a single
uppercase letter in the range A through Z. On a Linux
workstation, this can be a single uppercase letter in the
range A through Z, in which case a symbolic link
named for the drive letter will be created in the user's
home directory on the Linux desktop. A path can also
be specified, in which case a symbolic link will be
created exactly as specified by the path value. In all
cases, the symbolic link that is created will refer to the
storage resource that has been connected under the /
var/opt/novell/nclmnt/<username>[/<path>]
directory.
--storage=<storage-name>
or
-s=<storage-name>
142
This must be the name of an auxiliary storage area
that has been provisioned for the user and that is
currently enabled and specified in the Tag field of the
of the Extended Options page of the auxiliary storage
policy. If the string in the Tag field contains a space,
you must have quotes around the auxiliary storage
area name. For legacy environments that are running
a version of Storage Manager prior to version 3.0, this
could also be the fully distinguished name of an
auxiliary storage policy object in eDirectory.
Micro Focus Storage Manager 5.0 for eDirectory Administration Guide
--tree=<tree-name>
or
Specifies the eDirectory tree name where Storage
Manager will look for auxiliary storage information.
-t=<tree-name>
--delete
Performs a map delete on the specified drive letter or
path. Use with the --drive or -d switches.
--debug
If present, this causes AuxMap to produce more
detailed diagnostic logging as it executes.
The following command line switches are ignored if present. They were valid in versions prior to
Storage Manager 3.0, but they are no longer applicable.
Table B-2 Ignored Command Line Switches
--root
Deprecated. All mappings are map-rooted.
or
-r
--force
or
Deprecated. The drive letter or path will always be
unmapped (if it is currently mapped) before being
mapped.
-f
--quiet
or
Deprecated. Redirect the output by using >NUL:
2>NUL: to suppress all console output.
-q
--log=<log-file>
or
Deprecated. Redirect the output using >filename or
2>filename.
-l=<log-file>
AuxMap
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C
Glossary
C
Associated policy: A policy specifically assigned to a container, group, or user through the
Associations settings in the Policy Editor.
Auxiliary policy: A policy associated with a User Home Folder policy that creates auxiliary storage
for a user (along with the user home folder that is created from a User Home Folder policy) when a
new user is created in eDirectory.
Backfill operation: Previous terminology for what is now known as a “Management Action.”
Blocking policy: A policy designed to block other Storage Manager policies from affecting members
of organizational units, members of groups, or even individual users.
Consistency check: This Management Action notifies you of inconsistencies or potential problems
pertaining to user and group storage being managed through Storage Manager. These potential
problems might be missing storage quotas, inconsistent directory attributes, missing home
directories, inconsistent file paths, and more.
Container: An eDirectory object that can contain another object. The term “container” can refer to
either an Organization (O) object, or an Organizational Unit (OU) object.
Collaborative storage: A shared storage area where a group of people in an organization can
collaborate by accessing files. Storage Manager lets you easily create collaborative storage areas
through collaborative storage policies that you can assign to Group objects or to an organizational
unit.
Deferred delete event: The scheduled deletion of a managed path, but has not yet taken place
because the number of days in the Cleanup Storage parameter of the policy has not been met.
Dynamic Template Processing: Within Storage Manager, the process that creates personal folders
in a collaborative storage folder.
Effective policy: A policy that is applied by default to a group, user, or subcontainer when no
associated policy is specifically assigned.
Enumeration operation: The process of locating and displaying all objects.
Managed Path: A location that Storage Manager manages in an automated fashion for any of the
following: Home folder, Collaborative storage (group and container), and Auxiliary storage.
Management Action: A manual action that allows you to enact a setting from a policy on existing
users.
Personal folder: A user-specific folder in a collaborative storage area.
Policy: Rules and settings within Storage Manager that indicate what storage-specific actions to
enact when an event in eDirectory takes place. These actions include creating user storage when a
new user is added to eDirectory, moving storage when a user is moved from one container to another,
and archiving or deleting storage when a user is removed.
Policy weight: When a user is a member of multiple groups and each group has a separate policy,
Storage Manager uses this setting to determine which policies to apply. Storage Manager applies the
policy with the largest numerical weight.
Glossary
145
Primary policy: Previous terminology specific to user-based storage. Because there are so many
different types of user-based policies in Storage Manager, this term is now rarely used.
SMADmin: The management interface for Storage Manager.
Quota Manager: A Web browser-based management interface for designated users such as help
desk administrators or support personnel that enables them to adjust quota on user home folder or
collaborative storage areas without needing rights to the file system. Quota Manager can also provide
select storage information such as total number of files and file types in a home folder.
Target Path: The path to the network volume where user home folders are hosted.
Template: If you want to have subfolders and documents provisioned in a home folder, auxiliary
storage folder, or collaborative storage folder when they are created, you can use an existing path in
the file system as a template.
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D
Documentation Updates
D
This section contains information about documentation content changes that were made in this Micro
Focus Storage Manager 5.0 for eDirectory Administration Guide after the initial release of Storage
Manager 3.0 for eDirectory. The changes are listed according to the date they were published.
The documentation for this product is provided on the Web in two formats: HTML and PDF. The
HTML and PDF documentation are both kept up-to-date with the changes listed in this section.
If you need to know whether a copy of the PDF documentation that you are using is the most recent,
the PDF document includes a publication date on the title page.
The documentation was updated on the following dates:
D.1
July 19, 2016
Based on the re-branding of the product, updates were made to some filenames and paths
throughout the manual.
D.2
October 7, 2014
Updates were made to the following sections:
D.3
Location
Update Description
“Enforce Policy Paths” on page 101.
Documented new capabilities.
“Clear Managed Path Attribute” on page 104.
New section.
Section 9.1.12, “Data Management,” on page 112.
New section.
October 17, 2013
Updates were made to the following sections:
D.4
Location
Update Description
Section 5.7.4, “Establishing Auxiliary Purpose
Mappings,” on page 55.
New section.
“Apply Home Drive” on page 101.
New section.
“Apply Ownership” on page 102.
New section.
June 12, 2013
Updates were made to the following sections:
Documentation Updates
147
D.5
Location
Update Description
Section 5.4.1, “Setting Policy Options,” on page 38.
Updated the description of Bypassable Events.
Section 5.4.4, “Setting Target Paths,” on page 41.
Updated the description of the Leveling Algorithm.
Section 9.1.6, “Pending Events,” on page 108.
Updated the description of the Defer field.
“Replacing an Unexpired License File” on page 123.
New section.
“Replacing an Expired License File” on page 123.
New section.
“Deleting an Event Monitor” on page 124.
New section.
“Deleting an Agent” on page 124.
New section.
February 13, 2013
Updates were made to the following sections:
D.6
Location
Update Description
Chapter 3, “Using SMAdmin,” on page 17.
Updated the first paragraph in the section to include
the .NET 4.0 (Full) Framework.
Appendix B, “AuxMap,” on page 141.
Updated the section to include support for Windows
Server 2012.
January 18, 2013
Updates were made to the following sections:
D.7
Location
Update Description
Multiple locations throughout the manual.
Changed references of 3.0.x to 3.1.
February 2, 2012
Updates were made to the following section:
D.8
Location
Update Description
Throughout the manual.
Changed 3.0.2 to 3.0.x.
July 5, 2011
Updates were made to the following section:
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Micro Focus Storage Manager 5.0 for eDirectory Administration Guide
D.9
Location
Update Description
Section 8.3, “Understanding Quota Manager Status
Indicators,” on page 92
Added this section.
May 16, 2011
Updates were made to the following section:
Location
Update Description
Chapter 6, “Managing Existing Collaborative Storage,” Added this section.
on page 61
D.10
February 14, 2011
Updates were made to the following section:
Location
Update Description
Section 5.6, “Copying Policy Data,” on page 50
Procedures for importing a policy.
Documentation Updates
149
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Micro Focus Storage Manager 5.0 for eDirectory Administration Guide
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