Dynamic File Services 2.2 Administration Guide

Dynamic File Services 2.2 Administration Guide

Overview of Dynamic File Services

Benefits of Dynamic File Services

Deployment Scenarios

Key Components of Dynamic File Services

What’s New for Pairs and Policies Management

What’s New for Dynamic File Services 2.2

What’s New for Dynamic File Services 2.1

What’s New for Dynamic File Services 2.0

Getting Started

Installing and Setting Up Dynamic File Services

Connecting to the Dynamic File Services Server

Creating a Dynamic File Services Pair

Creating a Policy

Associating the Pair and Policy

Creating More Policies and Pairs

Enforcing Policies

Viewing the Merged File Tree for a Standard Pair

Reviewing Retained Data in a Retention Pair

Backing Up Files in the Pair

Planning for Pairs and Policies

Server-Centric Management

Management Groups

Reviewers for Retention Pairs

Active Directory Domain Configuration for Remote Shares

Server Configuration Requirements

Storage Requirements

Pair Requirements

Access Rights for a Standard Pair

Using Remote Shares in an Active Directory Domain

Using Remote Shares in a Workgroup

Using Cloud Storage as the Secondary Path in a Retention Pair

Naming Conventions for Pairs and Policies

File Name Path Length

Merged View for Standard Pairs

File and Folder Attributes and ACL Permissions in a Standard Pair

Duplicate Folders in a Standard Pair

Duplicate Files in a Standard Pair

Orphan (Ownerless) Files

System Files and Other Files that Are Not Moved

Policy Schedules

Using Antivirus Software with Pairs

Using Backup Software with Pairs

Using Compression with Pairs

Using Disk Quotas with Pairs

Disk Space Availability and Moving Files

Using Encryption with Pairs

Using Microsoft Distributed File System with Pairs

Using Dynamic File Services in a Windows Cluster

Using Dynamic File Services in Windows Safe Mode

Using the Management Tools

Service Controller

Management Console

Filter Driver Diagnostics

Command Line Interface and Utilities

Configuring and Managing the Service

Requirements for Administering the Service

Registering the License Key

Configuring Administrators for Pair Management

Starting and Stopping the Service

Configuring Audit Tracking Events

Configuring the Notification Service

Configuring the Logging Level for Engines

Configuring a Certificate for Secure Remote Management Sessions

Configuring Firewall Access for the Service Port

Configuring Ports for the Service and Retention Review

Viewing the Product Version and Build Information

Managing Servers in the Management Console

Setting Up a Server in the Management Console

Accepting a Dynamic File Services Certificate

Connecting to a Server

Viewing a List of Servers and Their Connection Status

Viewing Server Properties

Disconnecting from a Server

Recovering a Lost Connection to a Server

Exporting and Importing a Server List

Removing a Server from the List

Creating and Managing Pairs

Understanding Pairs

Creating a Pair

Preparing Remote Shares for Use in a Pair

Providing Users with a Merged View of the Files in a Standard Pair

Including or Excluding Folders from a Pair’s Policy Runs

Viewing a List of Pairs

Viewing the Pair Status

Viewing Properties for a Pair

Moving Selected Files or Folders

Scheduling the Pair History Scan

Reporting Conflicts for Attributes and ACL Permissions on Folders

Reporting Conflicts for Duplicate Files

Unlinking the Paths in a Pair

Creating and Managing Policies

Understanding Policies

Creating a Policy

Customizing the File Types Filter

Viewing a List of Policies

Viewing Properties for a Policy

Associating or Disassociating Pairs and Policies

Modifying Policy Filters

Starting a Policy Run

Previewing a Policy Run

Stopping an In-Progress Policy Run

Exporting and Importing Policies on a Dynamic File Services Server

Deleting a Policy

Troubleshooting Policy Conflicts

Examples of Policy Rules

Creating and Managing Policy Schedules

Understanding Policy Schedules

Creating a Policy Schedule

Viewing Properties for a Schedule

Modifying Policy Schedules

Unscheduling Policies

Associating or Disassociating Schedules and Policies

Deleting a Schedule

Creating and Managing Cloud Accounts

Understanding Cloud Storage

Setting Up Cloud Access Credentials and Folders for Your Cloud Storage Provider

Creating a Cloud Account

Viewing Properties for a Cloud Account

Viewing a List of the Retention Pairs That Use a Cloud Account

Modifying the Access Credentials for a Cloud Account

Deleting a Cloud Account

Managing Retention Reviews

Understanding the Retention Repository

Configuring Reviewers for a Retention Pair

Configuring Reviewers to Receive Email Notifications

Scheduling Notification Reviews for a Retention Pair

Configuring the Review Notification Check Timer

Reviewing Files in the Retention Repository

Viewing the Review Transaction History

Generating a Report for Retention Review Logs

Archiving the Retention Review Logs

Monitoring Pairs and Policies

Viewing the Pair Statistics

Viewing the Policy Execution History for a Pair

Viewing a Policy Run History of Files Moved

Viewing a Policy Run History of Files that Failed to Move

Viewing the Pair History

Viewing the Server Disk Capacity and Used Space History

Viewing Logged Events

Viewing Service Events

Auditing Management Events

Generating a DynamicFs Configuration Report

Repairing the Pair, Policy, and Schedule Databases

Understanding Repair Options

Reporting the Status of the Databases

Taking a Snapshot of the Databases

Restoring a Snapshot of the Databases

Troubleshooting Repair Issues

Security Considerations

Security Features

Registry Settings

Service Configuration File

Server Management Configuration File

Notification Service Configuration Files

Log Files and Logging Control Files

FAQs and Troubleshooting

Why can’t I log in to the Dynamic File Services server?

Can I cancel a policy that is running?

How do I configure a policy to not run without disassociating it from the pair?

How do I see what policies are running or what files have been moved?

What can I do if the Service is not running?

Why can’t I start the Service after using the Repair tool?

Why can’t users see the data on a remote share?

Access Denied error when modifying a file at the root of a secondary path

Path Too Long Exception error in the Standard Policy log

Pair Is Busy error for pair with a remote share as secondary

File Transfer Size Exceeded Error

Certificate error for the Retention Review Service

Invalid File Handle error for a policy run

How do I find event ID information?

Diagnosing a Filter Driver failure

Using iSCSI Targets in a Cloud Storage Environment

Guidelines for Using iSCSI Targets in the Cloud

Don’t Have an Existing Amazon EC2 Account?

Already Have an Existing Amazon EC2 Account?

Launching an openSUSE Linux VM Instance

Setting Up an Elastic IP Address

Creating an Elastic Block Store Volume

Opening Ports for iSCSI Communications

Connecting to the iSCSI Target Virtual Machine via SSH

Installing the iSCSI Target Software on the openSUSE Linux VM

Configuring the iSCSI Target Device

Configuring the iSCSI Initiator Software on a Windows Server

Formatting the iSCSI Device as NTFS on the Windows Server

Creating a Dynamic File Services Pair with the Cloud-Based iSCSI Device

Additional Information

Setting Up a Merged View for Collaboration Applications: Novell Vibe OnPrem

Verify that the Application can support using a Microsoft network share to store files

Understand how the application stores, names, and versions files so useful policies can be created

Create a Microsoft Share for the application to use

Configure the application to use the Microsoft Networking share

Install Dynamic File Services on the Windows Server where the share will be created for the primary path

Create a policy

Keyboard Shortcuts

Using Keyboard Shortcuts

Quick Reference for Keyboard Shortcuts

Navigating with Keyboard Shortcuts

Sample Event Notification Messages

Documentation Updates