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Enterprise Vault™ Setting up File System Archiving (FSA)

Last Published: 2024-09-02

Product(s): Enterprise Vault (15.1)

About this guide
1. Introducing this guide
2. Where to get more information about Enterprise Vault
  1. Enterprise Vault training modules
About File System Archiving
1. About File System Archiving
2. About using FSA with clustered file servers
3. About setting up File System Archiving
4. About FSA policies
5. About target volumes, folders, and archive points
6. About client access to FSA-archived items
7. About archived file permissions
8. About FSA shortcut files
9. About the FSA Agent
10. About retention folders
11. About FSA Reporting
12. About FSAUtility
Steps to configure File System Archiving
1. Steps to configure File System Archiving
Adding a Windows file server to File System Archiving
1. Adding a Windows file server to File System Archiving
2. Using FSA with the Windows Encrypting File System (EFS)
3. About archiving from Windows Server 2012 or later file servers
4. Account requirements for managing FSA with Windows file servers
5. Permissions and privileges required by the Vault Service account on Windows file servers
  1. Granting permissions to the Vault Service account if you do not install the FSA Agent
6. Configuring a file server's firewall for FSA
7. Adding a Windows file server as an archiving target
Adding a NetApp filer to File System Archiving
1. Adding a NetApp filer to File System Archiving
2. Setting the permissions for FSA on a NetApp filer
3. Adding a NetApp filer as an archiving target
Adding a NetApp C-Mode Vserver to File System Archiving
1. Adding a NetApp C-Mode Vserver to File System Archiving
2. Permissions and privileges required by the Vault Service account on NetApp C-mode Vservers
3. Granting the required permission on each Vserver
4. Configuring the FPolicy server details
5. Adding a NetApp C-Mode Vserver as an archiving target
6. Points to note about File System Archiving on NetApp C-Mode file servers
Adding a Celerra/VNX device to File System Archiving
1. Adding a Celerra/VNX device to File System Archiving
2. Preparing a Celerra/VNX device for FSA
3. Adding a Celerra/VNX device as an archiving target
4. Specifying a cache location for retrieved Celerra/VNX files
Adding a Dell EMC Unity device to File System Archiving
1. Adding a Dell EMC Unity device to File System Archiving
2. Preparing a Unity device for FSA
3. Adding the Unity device as an archiving target
Configuring FSA with clustered file servers
1. About configuring FSA with clustered file servers
2. Steps to configure FSA with clustered file servers
3. Preparing to set up FSA services in a cluster
4. Adding the Vault Service account to the non-secure VCS cluster for FSA high availability
5. Adding the virtual file server as an FSA target
6. Configuring or reconfiguring the FSA resource
7. Removing the FSA resource from all cluster groups
8. Troubleshooting the configuration of FSA with clustered file servers
  1. 'Failed to collect clustering data' error on starting FSA Cluster Configuration wizard
Installing the FSA Agent
1. About installing the FSA Agent on a Windows file server
  1. Installing the FSA Agent using the Install FSA Agent wizard
  2. Installing the FSA Agent manually
2. About FSA Agent uninstallation
3. Updating the logon credentials of the FSA Agent services
Defining volume and folder policies
1. About defining FSA volume and folder policies
2. Creating FSA volume policies and folder policies
3. About FSA volume policy and folder policy properties
4. About selecting the shortcut type for an FSA policy
  1. About choosing not to display the file size in NetApp placeholder shortcuts
5. About FSA policy archiving rules
6. About options for archiving files that have explicit permissions, and files under DAC
Configuring the deletion of archived files on placeholder deletion
1. About configuring the deletion of archived files on placeholder deletion
2. Configuring the deletion of archived files on placeholder deletion for Windows file servers and NetApp filers
3. Configuring the deletion of files on placeholder deletion for Dell EMC Celerra/VNX devices
  1. Troubleshooting the deletion of files on placeholder deletion for Dell EMC Celerra/VNX devices
Configuring target volumes, target folders, and archive points
1. About adding target volumes, target folders, and archive points for FSA
  1. About the checks for existing archives for an FSA folder path
2. Adding a target volume for FSA
3. Adding a target folder and archive points for FSA
4. About managing archive points
  1. Viewing, editing, or deleting archive points in the Administration Console
5. Archive point properties
  1. Archive point properties: General tab
  2. Archive point properties: Indexing tab
6. Effects of modifying, moving, or deleting folders
  1. Effects of modifying folders with folder policies
  2. Effects of modifying folders with archive points
7. About deleting target folders, volumes, and file servers
Configuring pass-through recall for placeholder shortcuts
1. About configuring pass-through recall for placeholder shortcuts
2. Configuring pass-through recall for a Windows file server
  1. About configuring pass-through recall for a file server cluster
  2. Registry values for pass-through recall on Windows file servers
3. Configuring pass-through recall for a NetApp filer
Configuring and managing retention folders
1. Configuring retention folders
2. About assigning a retention folder policy using the Command Line Interface (CLI)
  1. The format of the RtnFolder.exe settings file
  2. Example RtnFolder.exe commands
3. Managing retention folders
  1. Disabling the archiving of retention folders for an FSA target
  2. Assigning a different retention folder policy to a target folder
Configuring and running FSA tasks
1. About configuring and running FSA tasks
2. Adding a File System Archiving task
3. Scheduling a File System Archiving task
4. Setting the FSA folder permissions synchronization schedule
5. Scheduling the deletion of archived files on placeholder deletion for Dell EMC Celerra/VNX
6. Configuring FSA version pruning
7. Using Run Now to process FSA targets manually
  1. Processing an FSA target volume manually
  2. Running a File System Archiving task manually
8. About File System Archiving task reports
9. About scheduling storage expiry for FSA
Configuring file system filtering
1. About custom filters for File System Archiving
2. Configuring file system filters
3. About file system filter reports
Managing the file servers
1. About managing the target file servers
2. About backing up the target file servers
3. About virus-checking the target file servers
4. About changing the placeholder recall rate settings
  1. Changing the placeholder recall rate settings for a Windows file server
  2. Changing the placeholder recall rate settings for a NetApp file server
5. About preventing unwanted file recalls from placeholder shortcuts
PowerShell cmdlets for File System Archiving
1. About the PowerShell cmdlets for File System Archiving
2. Running the File System Archiving cmdlets
3. Creating PowerShell scripts using File System Archiving cmdlets
4. File System Archiving cmdlets error handling
Appendix A. Permissions and privileges required for the Vault Service account on Windows file servers
1. About the permissions and privileges required for the Vault Service account on Windows file servers
2. Group membership requirements for the Vault Service account
3. DCOM permissions required by the Vault Service account
4. WMI control permissions required by the Vault Service account
5. Local security user rights required by the Vault Service account
6. Permissions required by the Vault Service account for the FSA Agent
7. Permissions required by the Vault Service account to support the FSA resource on clustered file servers
8. FSA target share and folder permissions required by the Vault Service account

Registry values for pass-through recall on Windows file servers

A set of pass-through recall registry values enables you to specify the following for Windows file servers:

The maximum pass-through recall rate.
Whether the pass-through recall rate is applied on the file server. By default, the maximum rate is not applied.
Whether the maximum pass-through recall rate is waived for members of the local Administrators group on the file server. By default, if a limit is applied it is not waived for local administrators.
A list of programs that are prohibited from receiving files by pass-through recall. By default, no programs are prohibited.

The registry values are located under the following registry key on the file server:

On a 32-bit installation of Windows:

HKEY_LOCAL_MACHINE
 \SOFTWARE
  \KVS
   \Enterprise Vault
    \FSA
     \PlaceholderService
      \PassThrough

On a 64-bit installation of Windows:

HKEY_LOCAL_MACHINE
 \SOFTWARE
  \Wow6432Node
   \KVS
    \Enterprise Vault
     \FSA
      \PlaceholderService
       \PassThrough

Table: Registry values for pass-through recall on Windows file servers describes the registry values.

Table: Registry values for pass-through recall on Windows file servers

Registry value	Content	Description
EnableRecallLimitForPassThrough	DWORD	Determines whether users are subject to the maximum pass-through recall rate that PassThruRecallLimitMaxRecalls and PassThruRecallLimitTimeInterval define. The default is value 0, which means that the maximum pass-through recall rate does not apply to users. Change the value to 1 to impose the rate for users.
PassThruRecallLimitMaxRecalls	DWORD	Defines the maximum number of pass-through recalls that are allowed in the period that PassThruRecallLimitTimeInterval defines. The default is 20. For example, if PassThruRecallLimitMaxRecalls is set to 20 and PasssThruRecallLimitTimeInterval is set to 10, the maximum recall rate is set to 20 recalls in 10 seconds.
PassThruRecallLimitTimeInterval	DWORD	Specifies the period in seconds for the maximum pass-through recall rate. The default is 10. If the maximum recall rate is reached, Enterprise Vault imposes an additional interval equal to the PassThruRecallLimitTimeInterval before it resets the count. For example, if the maximum recall rate is set at 20 recalls in 10 seconds and a user achieves 20 recalls in 8 seconds, Enterprise Vault imposes a 10-second block on further recalls before it resets the count for the user.
BypassPassThruRecallLimitsForAdmins	DWORD	Determines whether members of the local Administrators group on the file server are subject to the maximum pass-through recall rate. This setting applies only if EnableRecallLimitForPassThrough is set to 1. The default is value 0, which means that the rate limit applies to local administrators. Change the value to 1 to waive the rate limit for local administrators.
ExcludedExes	String	Specifies a list of programs that are prohibited from receiving archived items by pass-through recall. Separate each program in the list with a semicolon.

For more information on the registry values for pass-through recall on Windows file servers, see the Registry Values guide.