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SBS 2003 R2 - Install and configure File Server Resource Manager

File Server Resource Manager is a suite of tools that allows administrators to understand, control, and manage the quantity and type of data stored on their servers. By using File Server Resource Manager, administrators can place quotas on folders and volumes, actively screen files, and generate comprehensive storage reports. This set of advanced instruments not only helps the administrator to efficiently monitor existing storage resources but it also aids in the planning and implementation of future policy changes.

File Server Resource Manager gives the administrator the ability to control quotas on files and folders, restrict files stored in folders based on the extension and monitoring by using 'Storage Reporting'. The File Server Resource Manager is a very valuable tool that every administrator should use IMHO.


Install File Server Resource Manager

FSRM is not installed by default but the R2 Technology upgrade ads the option to install it to Add/Remove programs. Open Add/Remove programs from the Control Panel.

  1. Choose 'Add/Remove Windows Components.
    SBS 2003 R2 - Install and configure File Server Resource Manager
  2. Choose 'Management and Monitoring Tools' and click 'Details'.
    SBS 2003 R2 - Install and configure File Server Resource Manager
  3. Check 'File Server Resource Manager' and click OK.
    SBS 2003 R2 - Install and configure File Server Resource Manager
  4. Click Next.
    SBS 2003 R2 - Install and configure File Server Resource Manager
  5. Insert CD 1.
    SBS 2003 R2 - Install and configure File Server Resource Manager
  6. Insert CD with Windows Small Business Server 2003 R2.
    SBS 2003 R2 - Install and configure File Server Resource Manager
  7. Click 'Finish' to complete the installation of File Server Resource Manager.
    SBS 2003 R2 - Install and configure File Server Resource Manager
  8. Click 'Yes' to restart the server.
    SBS 2003 R2 - Install and configure File Server Resource Manager

Configure global settings in the File Server Resource Manager

Before we can use the File Server Resource Manager we need to set the Options like Email Notifications, Storage Reports, Report Locations and File Screen Audit.

  1. Open FSRM from the administrative tools.
    SBS 2003 R2 - Install and configure File Server Resource Manager
  2. Choose 'Configure Options'. If nothing happens make the FSRM window smaller, the options Window is hidden behind it.
    SBS 2003 R2 - Install and configure File Server Resource Manager
  3. Set the SMTP server and the default recipient for notifications and reports. You can also define more recipients by separating them with a semicolon.
    SBS 2003 R2 - Install and configure File Server Resource Manager
  4. Choose the tab 'Storage Reports'. Here you can configure the default parameters for the storage reports. For now we leave them default.
    SBS 2003 R2 - Install and configure File Server Resource Manager
  5. Choose the tab 'Report Locations'. We leave them at the default location but you may want to move them to another location if you don't have much space on your system drive.
    SBS 2003 R2 - Install and configure File Server Resource Manager
  6. Choose the tab 'File Screen Audit' and make sure you have 'Record file screening activity in auditing database'. If you don't check that nothing will be recorded and reports are empty. Click OK to apply the FSRM options.
    SBS 2003 R2 - Install and configure File Server Resource Manager

Disable Disk Quotas on your server

Pre SBS 2003 R2 we already had quotas on drives. Let us have a look at how that works. Right click a drive or partition where the 'Users Shared Folder' is located and choose properties.

  1. As you see on the drive where the 'Users Shared Folders' is located Quotas are turned on by default. Because we should not use Windows 2003 Disk Quotas and FSRM at the same time we will turn off Disk Quotas by unchecking 'Enable quota management' and click OK.
    SBS 2003 R2 - Install and configure File Server Resource Manager
  2. Accept the warning and click OK.
    SBS 2003 R2 - Install and configure File Server Resource Manager

Understanding File Server Resource Manager

FSRM gives you more control over the data stored on your server. You can define quotas on folders and volumes and it gives you more control on how disk space is used. For me FSRM is the primary reason to upgrade to SBS 2003 R2 Technology.

  1. Open FSRM from the Administrative Tools
    SBS 2003 R2 - Install and configure File Server Resource Manager

Understanding Quotas
Quotas are used to limit or warn a user and admin when the maximum file size set in Quota Templates is exceeded. We can set Quotas on a fixed path or we can auto apply a template and create quotas on new and existing subfolders. We can choose create hard or soft quotas. A hard quota will make it impossible to save more data then specified in the template, a soft quota will send the user a warning.

Understanding File Screens

File Screens Templates are methods to block users from saving files with certain extensions (File Groups) to defined shares or folders (File Screens). This is a very effective method for blocking users to save Music files or any file extension you define in 'File Extensions' in FSRM Manager.

 


Real live examples for FSRM

In this example we want to accomplish two tasks:

  • Set a hard Quota on the Users Shared Folder,
  • Prevent storing Music files and executables in the Users Shared Folder
  1. Open FSRM and choose 'Create Quota'.
    SBS 2003 R2 - Install and configure File Server Resource Manager
  2. Select the Quota Path, choose to Auto Apply the template and choose to derive properties from the '200 MB Limit Reports to User' template. If you choose to derive Properties from a template you can change the template and previously created Quotas will change also. Click Create.
    SBS 2003 R2 - Install and configure File Server Resource Manager
  3. With the FSRM Manager still open choose File Screens -> Create File Screen
    SBS 2003 R2 - Install and configure File Server Resource Manager
  4. We choose to apply the File Screen also to the Users Shared Folder and we choose to derive properties from the predefined template called 'Block Audio and Video Files'. Click create.
    SBS 2003 R2 - Install and configure File Server Resource Manager

 

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