Enterprise Vault™ Setting up File System Archiving (FSA)

Last Published:
Product(s): Enterprise Vault (15.1)
  1. About this guide
    1.  
      Introducing this guide
    2. Where to get more information about Enterprise Vault
      1.  
        Enterprise Vault training modules
  2. About File System Archiving
    1.  
      About File System Archiving
    2.  
      About using FSA with clustered file servers
    3.  
      About setting up File System Archiving
    4.  
      About FSA policies
    5.  
      About target volumes, folders, and archive points
    6.  
      About client access to FSA-archived items
    7.  
      About archived file permissions
    8. About FSA shortcut files
      1.  
        About internet shortcuts
      2.  
        About placeholder shortcuts
      3.  
        About folder shortcuts
      4.  
        About pass-through recall for placeholder shortcuts
    9.  
      About the FSA Agent
    10.  
      About retention folders
    11.  
      About FSA Reporting
    12.  
      About FSAUtility
  3. Steps to configure File System Archiving
    1.  
      Steps to configure File System Archiving
  4. Adding a Windows file server to File System Archiving
    1.  
      Adding a Windows file server to File System Archiving
    2.  
      Using FSA with the Windows Encrypting File System (EFS)
    3. About archiving from Windows Server 2012 or later file servers
      1.  
        About the ReFS and CSVFS file systems and FSA
      2.  
        About Dynamic Access Control and FSA
      3.  
        About archiving Windows Server 2012 and later deduplicated files with FSA
    4.  
      Account requirements for managing FSA with Windows file servers
    5. Permissions and privileges required by the Vault Service account on Windows file servers
      1.  
        Granting permissions to the Vault Service account if you do not install the FSA Agent
    6.  
      Configuring a file server's firewall for FSA
    7.  
      Adding a Windows file server as an archiving target
  5. Adding a NetApp filer to File System Archiving
    1.  
      Adding a NetApp filer to File System Archiving
    2.  
      Setting the permissions for FSA on a NetApp filer
    3.  
      Adding a NetApp filer as an archiving target
  6. Adding a NetApp C-Mode Vserver to File System Archiving
    1.  
      Adding a NetApp C-Mode Vserver to File System Archiving
    2.  
      Permissions and privileges required by the Vault Service account on NetApp C-mode Vservers
    3.  
      Granting the required permission on each Vserver
    4.  
      Configuring the FPolicy server details
    5.  
      Adding a NetApp C-Mode Vserver as an archiving target
    6.  
      Points to note about File System Archiving on NetApp C-Mode file servers
  7. Adding a Celerra/VNX device to File System Archiving
    1.  
      Adding a Celerra/VNX device to File System Archiving
    2. Preparing a Celerra/VNX device for FSA
      1.  
        Configuring Celerra/VNX pass-through behavior for placeholder shortcuts
      2.  
        The format of the Web Access application URL in the Celerra/VNX fs_dhsm command
      3.  
        Configuring the Data Mover HTTP server to use SSL
      4.  
        Example commands to prepare a Celerra/VNX device for FSA
    3.  
      Adding a Celerra/VNX device as an archiving target
    4.  
      Specifying a cache location for retrieved Celerra/VNX files
  8. Adding a Dell EMC Unity 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
  9. Configuring FSA with clustered file servers
    1.  
      About configuring FSA with clustered file servers
    2.  
      Steps to configure FSA with clustered file servers
    3.  
      Preparing to set up FSA services in a cluster
    4.  
      Adding the Vault Service account to the non-secure VCS cluster for FSA high availability
    5.  
      Adding the virtual file server as an FSA target
    6.  
      Configuring or reconfiguring the FSA resource
    7.  
      Removing the FSA resource from all cluster groups
    8. Troubleshooting the configuration of FSA with clustered file servers
      1.  
        'Failed to collect clustering data' error on starting FSA Cluster Configuration wizard
  10. Installing the FSA Agent
    1. About installing the FSA Agent on a Windows file server
      1.  
        Installing the FSA Agent using the Install FSA Agent wizard
      2.  
        Installing the FSA Agent manually
    2.  
      About FSA Agent uninstallation
    3.  
      Updating the logon credentials of the FSA Agent services
  11. Defining volume and folder policies
    1.  
      About defining FSA volume and folder policies
    2.  
      Creating FSA volume policies and folder policies
    3.  
      About FSA volume policy and folder policy properties
    4. About selecting the shortcut type for an FSA policy
      1.  
        About choosing not to display the file size in NetApp placeholder shortcuts
    5. About FSA policy archiving rules
      1.  
        Tips for creating FSA policy archiving rules
      2.  
        About excluding specific Mac and Windows file types from archiving
      3.  
        FSA shortcut creation options
      4.  
        Notes on FSA shortcut creation
    6.  
      About options for archiving files that have explicit permissions, and files under DAC
  12. Configuring the deletion of archived files on placeholder deletion
    1.  
      About configuring the deletion of archived files on placeholder deletion
    2.  
      Configuring the deletion of archived files on placeholder deletion for Windows file servers and NetApp filers
    3. Configuring the deletion of files on placeholder deletion for Dell EMC Celerra/VNX devices
      1.  
        Troubleshooting the deletion of files on placeholder deletion for Dell EMC Celerra/VNX devices
  13. Configuring target volumes, target folders, and archive points
    1. About adding target volumes, target folders, and archive points for FSA
      1.  
        About the checks for existing archives for an FSA folder path
    2.  
      Adding a target volume for FSA
    3.  
      Adding a target folder and archive points for FSA
    4. About managing archive points
      1.  
        Viewing, editing, or deleting archive points in the Administration Console
    5. Archive point properties
      1.  
        Archive point properties: General tab
      2.  
        Archive point properties: Indexing tab
    6. Effects of modifying, moving, or deleting folders
      1.  
        Effects of modifying folders with folder policies
      2.  
        Effects of modifying folders with archive points
    7. About deleting target folders, volumes, and file servers
      1.  
        Deleting a target folder from FSA
      2.  
        Deleting a target volume from FSA
      3.  
        Deleting a target file server from FSA
  14. Configuring pass-through recall for placeholder shortcuts
    1.  
      About configuring pass-through recall for placeholder shortcuts
    2. Configuring pass-through recall for a Windows file server
      1.  
        About configuring pass-through recall for a file server cluster
      2.  
        Registry values for pass-through recall on Windows file servers
    3.  
      Configuring pass-through recall for a NetApp filer
  15. Configuring and managing retention folders
    1. Configuring retention folders
      1.  
        Creating a retention folder policy
      2.  
        Adding a target folder with a retention folder policy from the Administration Console
      3.  
        About controlling whether FSA recreates deleted or moved retention folders
      4.  
        About testing the effects of a retention folder configuration
    2. About assigning a retention folder policy using the Command Line Interface (CLI)
      1.  
        The format of the RtnFolder.exe settings file
      2.  
        Example RtnFolder.exe commands
    3. Managing retention folders
      1.  
        Disabling the archiving of retention folders for an FSA target
      2.  
        Assigning a different retention folder policy to a target folder
  16. Configuring and running FSA tasks
    1.  
      About configuring and running FSA tasks
    2.  
      Adding a File System Archiving task
    3.  
      Scheduling a File System Archiving task
    4.  
      Setting the FSA folder permissions synchronization schedule
    5.  
      Scheduling the deletion of archived files on placeholder deletion for Dell EMC Celerra/VNX
    6.  
      Configuring FSA version pruning
    7. Using Run Now to process FSA targets manually
      1.  
        Processing an FSA target volume manually
      2.  
        Running a File System Archiving task manually
    8.  
      About File System Archiving task reports
    9.  
      About scheduling storage expiry for FSA
  17. Configuring file system filtering
    1.  
      About custom filters for File System Archiving
    2.  
      Configuring file system filters
    3.  
      About file system filter reports
  18. Managing the file servers
    1.  
      About managing the target file servers
    2.  
      About backing up the target file servers
    3.  
      About virus-checking the target file servers
    4. About changing the placeholder recall rate settings
      1.  
        Changing the placeholder recall rate settings for a Windows file server
      2.  
        Changing the placeholder recall rate settings for a NetApp file server
    5. About preventing unwanted file recalls from placeholder shortcuts
      1.  
        Using FSA backup mode to prevent file recalls
      2.  
        Prohibiting a program from recalling files that FSA has archived
      3.  
        Preventing file recalls on Celerra/VNX
  19. PowerShell cmdlets for File System Archiving
    1.  
      About the PowerShell cmdlets for File System Archiving
    2.  
      Running the File System Archiving cmdlets
    3.  
      Creating PowerShell scripts using File System Archiving cmdlets
    4.  
      File System Archiving cmdlets error handling
  20. Appendix A. Permissions and privileges required for the Vault Service account on Windows file servers
    1.  
      About the permissions and privileges required for the Vault Service account on Windows file servers
    2.  
      Group membership requirements for the Vault Service account
    3.  
      DCOM permissions required by the Vault Service account
    4.  
      WMI control permissions required by the Vault Service account
    5.  
      Local security user rights required by the Vault Service account
    6. Permissions required by the Vault Service account for the FSA Agent
      1.  
        FSA Agent service permissions required by the Vault Service account
      2.  
        Enterprise Vault installation folder permissions required by the Vault Service account
      3.  
        File server registry hive permissions required by the Vault Service account
    7.  
      Permissions required by the Vault Service account to support the FSA resource on clustered file servers
    8.  
      FSA target share and folder permissions required by the Vault Service account

Preparing to set up FSA services in a cluster

Before you set up FSA services for a file server cluster, perform the following steps:

  • We recommend that you place the Enterprise Vault Administration Console and the target file servers in the same domain. If you place the Administration Console and the target file servers in separate domains, you must set up a domain trust relationship.

  • Check that DNS entries are correct. There should be a reverse lookup entry for each of the following:

    • Each cluster node that is to support the FSA services resource.

    • The virtual file server that is to be added as a target file server for FSA.

  • If you intend to set up a single-node cluster, you must first create the registry value SingleNodeFSA on the computer that runs the Administration Console and on the clustered file server node. Create SingleNodeFSA under the following registry key, and give it a DWORD value of 1:

    On a 32-bit installation of Windows:

    HKEY_LOCAL_MACHINE
 \SOFTWARE
  \KVS
   \Enterprise Vault
    \FSA

    On a 64-bit installation of Windows:

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

    If you want to set up a single-node cluster, create this registry value before you do either of the following:

    • Install the FSA Agent on the file server, if you perform this task from the Administration Console.

    • Run the FSA Cluster Configuration wizard.

    For more information on SingleNodeFSA, see its entry in the Registry Values guide.

  • Ensure that the cluster group to which you want to add the FSA resource also has a shared disk resource (sometimes referred to as a physical disk resource or Mount/MountV resource). Only VCS or Windows Server failover cluster groups for which you have configured a shared disk resource are available for selection when you run the FSA Cluster Configuration wizard.

  • The Vault Service account requires some specific permissions if you add the FSA resource to a file server cluster.

    See Permissions required by the Vault Service account to support the FSA resource on clustered file servers.

  • For VCS configurations, make sure that the Public network connection is set as the top connection in the Connections list. Perform this procedure on each node in the cluster that is to include FSA services.

To ensure that the Public network is the top entry in the Connections list of each node

  1. On a node that is to include FSA services, right-click My Network Places, and then click Properties.
  2. On the Advanced menu, click Advanced Settings.
  3. On the Adapters and Bindings tab, ensure that the Public network is the top entry in the Connections list.
  4. Repeat steps 1 to 3 for each node that is to include FSA services.