7.2 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. 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 the Admin Client, click the Identity Driven tab.

  2. Click Policies.

  3. Select Manage > New > Group Collaborative.

    The following dialog box appears.

  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.

  7. Click Add, then click Apply to save your changes.

  8. In the left panel, click Provisioning Options.

  9. In the Default Permissions region, specify the permissions that you want the managed object to have to the collaborative managed path.

  10. (Conditional) Select any DOS Attributes you want to apply to the target folder.

  11. In the Path Owner region, select one of the following options:

    • Built-in Administrator: If you want the owner of the storage to be the Built-in Administrator, select this option.

    • Associated Group: The associated group is the group whose folder you are creating. If you want the associated group to own their own folder, select this option.

    • Selected Identity: If you want another object to be the owner of the folder, browse and select the object.

    • Use Group Manager as Owner: To use the Active Directory Group Object Manager as the owner, select this check box. If the manager is not found, File Dynamics will use the option selected above.

  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.

  14. Click Add, then click OK.

  15. In the left panel, select Quota Options.

  16. In the 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 Groom.

  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.

  21. In the Rule Editor dialog box, indicate the files that File Dynamics will groom from the collaborative storage pertaining to this policy.

    For information on each of the fields in this dialog box, refer to Section 6.5.9, Setting Groom Rules.

  22. Click OK to save the groom rule.

  23. Continue with Section 7.3, Performing Management Actions.