Novell Doc: Dynamic File Services 2.2 Administration Guide - Management Console

5.2 Management Console

The Dynamic File Services Management Console is a GUI-based management tool that allows you to configure and manage pairs, policies, and schedules on servers in the same local area network. In an Active Directory environment, the computer must also be in the same domain as the servers you want to manage.

The Management Console can be installed on a server or workstation. For information, see Supported Platforms in the Dynamic File Services 2.2 Installation Guide.

You use the Manage Console to manage pairs, policies, and schedules on one or more servers where the Dynamic File Service is installed and running. Each server’s pairs and policies are unique to that server, and the related pair, policy, and schedule configuration files are stored locally in the ..\Dynamic File Services folder on the server that is being managed. This folder also contains the history and statistics information about policy runs on the server.

5.2.1 Accessing the Management Console

When you installed Dynamic File Services, a Management Console icon was placed in the following locations:

The computer desktop
The Start menu under Dynamic File Services > Dynamic File Services Management Console
The Control Panel menu under Additional Options

An option to launch the tool is also included in the Service Controller menu.

To access the Management Console:

Log in to the DynamicFS server or client where the Management Console is installed.
Use any of the following methods to launch the Management Console:
- Double-click the Management Console icon on the desktop.
- In the Start menu, select All Programs > Dynamic File Services > Dynamic File Services Management Console.
- In the Start menu, select Control Panel, then select Additional Options > Novell Dynamic File Services in the Control Panel dialog box.
- Right-click the Service Controller icon in the desktop notification area, then select Management Console.
If you have not already done so, set up the Dynamic servers you want to manage as described in Section 7.1, Setting Up a Server in the Management Console.

If different administrator users log in to the same computer to use the Management Console, each user must configure a list of servers to manage.

5.2.2 Management Console Wizards

The Management Console provides the following configuration wizards to help you set up servers to manage and to create pairs, policies, schedules, and cloud accounts on them:

Table 5-2 Configuration Wizard Descriptions

Wizard	Description	For information, see
Server Wizard	Helps you set up a DynamicFS server that you want to manage.	Section 7.1, Setting Up a Server in the Management Console
Setup Wizard	Helps you create a pair and a policy, and associates them automatically.	Section 8.2, Creating a Pair Section 9.2, Creating a Policy
Pair Wizard	Helps you create a standard pair or a retention pair. You can associate the pair with none, one, or multiple policies. You can associate a retention pair with a review schedule.	Section 8.2, Creating a Pair
Policy Wizard	Helps you create a policy and associate it with none, one, or multiple pairs. You can associate the policy with a policy schedule.	Section 9.2, Creating a Policy
Policy Schedule Wizard	Helps you create a policy schedule or a review schedule. You can associate a policy schedule with none, one, or multiple policies. You can associate a review schedule with none, one, or multiple retention pairs.	Section 10.2, Creating a Policy Schedule
Cloud Wizard	Helps you create a cloud account to store the access credentials for your preconfigured cloud storage provider account.	Section 11.3, Creating a Cloud Account

5.2.3 Management Console Tasks Quick Reference

You can use the following quick reference to find information about the tasks you can perform from the Management Console. You must be able to provide the login credentials of the Administrator user or a member of the Dynamic File Services group on the DynamicFS server you want to manage.

Server Management Tasks

Table 5-3 helps you find the management tasks for DynamicFS servers:

Table 5-3 Server Task Descriptions

Server Options	Description	For information, see
Server Wizard	Lets you provide the authentication credentials needed to connect to a DynamicFS server.	Section 7.1, Setting Up a Server in the Management Console
Connect to a server	Lets you log in to the DynamicFS server that you want to manage.	Section 7.3, Connecting to a Server
Disconnect from a server	Lets you disconnect from a DynamicFS server that you are managing.	Section 7.6, Disconnecting from a Server
Servers container	Lets you view a list of servers and their current status.	Section 7.4, Viewing a List of Servers and Their Connection Status
Export a server list	Lets you export a list of servers that are configured in the Management Console to an XML file in a local folder.	Section 7.8, Exporting and Importing a Server List
Import a server list	Lets you import a previously exported list of servers from a local folder to add the servers to the Management Console.	Section 7.8, Exporting and Importing a Server List
Register license key	Lets you remotely register a license key for a server.	Section 6.2.3, Using the Management Console to Remotely Register a License Key
Remove a server	Lets you remove a server from the list	Section 7.9, Removing a Server from the List
Server Properties	Lets you view information about a DynamicFS server.	Section 7.5, Viewing Server Properties
Server Properties > Disk details	Lets you view disk details and the disk capacity and used space history for server disks on a DynamicFS server	Section 13.6, Viewing the Server Disk Capacity and Used Space History
Server Properties > Log files	Lets you view the logged events for the Service, Standard Policy engine, and other components.	Section 13.7, Viewing Logged Events
Server Properties > Logging levels	Lets you set the logging levels for the Service and Standard Policy engine components.	Section 6.7, Configuring the Logging Level for Engines

Pair Management Tasks

Table 5-4 summarizes the pair management tasks:

Table 5-4 Pair Task Descriptions

Pair Options	Description	For Information
Setup Wizard	Helps you create a standard pair or a retention pair, create a policy, and associates them automatically. You can create and associate a policy schedule for the policy. For a retention pair, you can also create or associate a review schedule.	Section 8.2, Creating a Pair Section 9.2, Creating a Policy Section 10.0, Creating and Managing Policy Schedules
Pair Wizard	Helps you configure a pair on a specified server, and associate it with none, one, or multiple policies.	Section 8.2, Creating a Pair
Pairs container	Lets you view a list of pairs and their current status (Running or Idle).	Section 8.6, Viewing a List of Pairs Section 8.7, Viewing the Pair Status
Pair Properties	Lets you view configuration information for a pair.	Section 8.8, Viewing Properties for a Pair
Modify description	Lets you modify the description for a pair.	Section 8.8, Viewing Properties for a Pair
Pair Properties > Policies	Lets you view, add, or remove policy associations for a pair.	Section 9.6.4, Associating or Disassociating Policies with a Pair
Policy Properties > Pairs	Lets you view, add, or remove pair associations for a policy.	Section 9.6.3, Associating or Disassociating Pairs with a Policy
Retention Pair Properties > Notification Review	Lets you specify the frequency for triggering retention review events. The Notification Service and notifications must be set up separately.	Section 12.4, Scheduling Notification Reviews for a Retention Pair Section 6.6, Configuring the Notification Service
Retention Pair Properties > Reviewers	Lets you specify the users and groups that review the retained data.	Section 12.2, Configuring Reviewers for a Retention Pair
Pair Properties > Include/Exclude	Lets you specify whether to include folders or exclude folders from policy runs on a pair, and add or remove folders from the list.	Section 8.5, Including or Excluding Folders from a Pair’s Policy Runs
Pair Properties > Pair history	Lets you schedule the pair history scan on a pair.	Section 8.10, Scheduling the Pair History Scan
Pair Statistics	Lets you view statistics about a pair’s status and last policy run. You can also add or remove associated policies.	Section 13.1, Viewing the Pair Statistics Section 9.6.4, Associating or Disassociating Policies with a Pair
Pair Statistics > Pair history	Lets you view statistics about the disk space consumed over time for each path in a pair.	Section 13.5, Viewing the Pair History
Pair Statistics > Policy execution history	Lets you view statistics about policy runs on a pair, including the run history of files moved or not moved.	Section 13.2, Viewing the Policy Execution History for a Pair
Preview now	Lets you preview the results of a policy run on a selected pair without running the policy.	Section 9.9, Previewing a Policy Run
Execute now	Lets you run a policy on demand for a selected pair.	Section 9.8, Starting a Policy Run
Manual move	Lets you move selected files or folders for a one-time move event on a selected pair.	Section 8.9, Moving Selected Files or Folders
Stop running process	Lets you stop a currently running policy on a pair.	Section 9.10, Stopping an In-Progress Policy Run
Server Properties > Disk details	Lets you view disk details and the disk capacity history for server disks that are used in a pair on a DynamicFS server that you are managing.	Section 13.6, Viewing the Server Disk Capacity and Used Space History
Unlink the paths in a pair	Lets you remove a pair relationship between two paths.	Section 8.13, Unlinking the Paths in a Pair

Policy Management Tasks

Table 5-5 summarizes the policy management tasks:

Table 5-5 Policy Task Descriptions

Policy Options	Description	For Information
Setup Wizard	Helps you create a standard pair or a retention pair, create a policy, and associates them automatically. You can create and associate a policy schedule for the policy. For a retention pair, you can also create or associate a review schedule.	Section 8.2, Creating a Pair Section 9.2, Creating a Policy Section 10.0, Creating and Managing Policy Schedules
Policy Wizard	Helps you create a policy and associate it with none, one, or multiple pairs.	Section 9.2, Creating a Policy
Policies container	Lets you view a list of policies and their current status (Running or Idle).	Section 9.4, Viewing a List of Policies
Edit or modify a policy	Lets you modify the policy direction, frequency, filter options, or description.	Section 9.7, Modifying Policy Filters Section 10.4, Modifying Policy Schedules
Export a policy	Lets you export a policy’s configuration information to an XML file in a local folder on the computer that is running the Management Console.	Section 9.11, Exporting and Importing Policies on a Dynamic File Services Server
Import a policy	Lets you import a previously exported policy from a local folder to add it to a DynamicFS server that you are managing in the Management Console.	Section 9.11, Exporting and Importing Policies on a Dynamic File Services Server
Preview now	Lets you preview the results of a policy run on a selected pair without running the policy.	Section 9.9, Previewing a Policy Run
Execute now	Lets you run a policy on demand for a selected pair.	Section 9.8, Starting a Policy Run
Manual move	Lets you move selected files or folders for a one-time move event on a selected pair.	Section 8.9, Moving Selected Files or Folders
Stop running process	Lets you stop a currently running policy on a pair.	Section 9.10, Stopping an In-Progress Policy Run
Policy Properties	Lets you view configuration information for a policy. You can also modify the policy direction, frequency, filter options, or description.	Section 9.5, Viewing Properties for a Policy Section 9.7, Modifying Policy Filters Section 10.4, Modifying Policy Schedules
Policy Properties > Pairs	Lets you view, add, or remove pair associations for a policy.	Section 9.6.3, Associating or Disassociating Pairs with a Policy
Pair Properties > Policies	Lets you view, add, or remove policy associations for a pair.	Section 9.6.4, Associating or Disassociating Policies with a Pair
Policy Properties > Schedule	Lets you view, add, or remove a policy schedule association for a policy.	Section 10.6.3, Associating or Disassociating a Schedule with a Policy
Policy Schedule Properties > Policies	Lets you view, add, or remove policy associations for a policy schedule.	Section 10.6.4, Associating or Disassociating Policies with a Schedule
Pair Statistics	Lets you view statistics about a pair’s status and last policy run, including the policy run history of files moved or not moved. You can also add or remove associated policies.	Section 13.1, Viewing the Pair Statistics Section 9.6.4, Associating or Disassociating Policies with a Pair
Pair Statistics > Policy execution history	Lets you view statistics about policy runs on a pair, including the run history of files moved or not moved.	Section 13.2, Viewing the Policy Execution History for a Pair
Server Properties > Log files > DswStandardPolicy.log	Lets you view the events for policy runs in the Standard Policy engine’s log.	Section 13.7, Viewing Logged Events
Delete a policy	Lets you remove a policy.	Section 9.12, Deleting a Policy

Policy Schedule Management Tasks

Table 5-6 helps you find the management tasks for DynamicFS schedules:

Table 5-6 Policy Schedule Task Descriptions

Server Options	Description	For information, see
Setup Wizard	Helps you create a standard pair or a retention pair, create a policy, and associates them automatically. You can create and associate a policy schedule for the policy. For a retention pair, you can also create or associate a review schedule.	Section 8.2, Creating a Pair Section 9.2, Creating a Policy Section 10.0, Creating and Managing Policy Schedules
Schedule Wizard	Helps you create a policy schedule or a review schedule. You can associate a policy schedule with none, one, or multiple policies. You can associate a review schedule with none, one, or multiple retention pairs.	Section 10.0, Creating and Managing Policy Schedules
Schedule Properties	Lets you view information about a DynamicFS schedule.	Section 10.3, Viewing Properties for a Schedule
Policy Schedule Properties > Policies	Lets you view and modify a list of the policies associated with a policy schedule.	Section 10.6.3, Associating or Disassociating a Schedule with a Policy
Policy Properties > Schedule	Lets you view, add, or remove a policy schedule association for a policy.	Section 10.6.4, Associating or Disassociating Policies with a Schedule
Retention Pair Properties > Schedule	Lets you view, schedule or unschedule review notifications for a retention pair.	Section 12.4, Scheduling Notification Reviews for a Retention Pair
Delete a policy schedule	Lets you delete a schedule.	Section 9.12, Deleting a Policy

Cloud Management Tasks

Table 5-7 helps you find the management tasks for DynamicFS cloud accounts:

Table 5-7 Cloud Account Task Descriptions

Server Options	Description	For information, see
Cloud Wizard	Helps you create a cloud account to store credentials for the cloud provider account.	Section 11.3, Creating a Cloud Account
Cloud Properties	Lets you view the provider type and credentials for a cloud account. If you modify the credentials on the cloud provider’s site, you can specify new credentials for an Amazon S3 or CloudMe account.	Section 11.4, Viewing Properties for a Cloud Account Section 11.6, Modifying the Access Credentials for a Cloud Account
Cloud Properties > Pairs	Lets you view a list of the retention pairs that are using the cloud account, and the path of the subfolder used by the pair.	Section 11.5, Viewing a List of the Retention Pairs That Use a Cloud Account

Server Options

Description

For information, see

Cloud Wizard

Helps you create a cloud account to store credentials for the cloud provider account.

Section 11.3, Creating a Cloud Account

Cloud Properties

Lets you view the provider type and credentials for a cloud account. If you modify the credentials on the cloud provider’s site, you can specify new credentials for an Amazon S3 or CloudMe account.

Section 11.4, Viewing Properties for a Cloud Account

Section 11.6, Modifying the Access Credentials for a Cloud Account

Cloud Properties > Pairs

Lets you view a list of the retention pairs that are using the cloud account, and the path of the subfolder used by the pair.

Section 11.5, Viewing a List of the Retention Pairs That Use a Cloud Account

Monitoring Tasks

Table 5-8 summarizes the monitoring tasks for DynamicFS servers, pairs, and policies:

Table 5-8 Monitoring Task Descriptions

Monitoring Options	Description	For Information
Servers container	Lets you view a list of servers and their current status, such as Connected (green icon) or Disconnected (dimmed icon).	Section 7.4, Viewing a List of Servers and Their Connection Status
Pairs container	Lets you view a list of pairs and their current status (Running or Idle).	Section 8.6, Viewing a List of Pairs Section 8.7, Viewing the Pair Status
Policies container	Lets you view a list of policies and their current status (Running or Idle).	Section 9.4, Viewing a List of Policies
Server Properties	Lets you view information about a DynamicFS server that you are managing.	Section 7.5, Viewing Server Properties
Pair Properties	Lets you view configuration information for a pair.	Section 8.8, Viewing Properties for a Pair
Policy Properties	Lets you view configuration information for a policy. You can also modify the policy direction, frequency, filter options, or description.	Section 9.5, Viewing Properties for a Policy Section 9.7, Modifying Policy Filters Section 10.4, Modifying Policy Schedules
Pair Statistics	Lets you view statistics about a pair’s status and last policy run, including the policy run history of files moved or not moved.	Section 13.1, Viewing the Pair Statistics
Pair Statistics > Pair history	Lets you view statistics about the disk space consumed over time for each path in a pair.	Section 13.5, Viewing the Pair History
Pair Statistics > Policy execution history	Lets you view statistics about policy runs on a pair, including the run history of files moved or not moved.	Section 13.2, Viewing the Policy Execution History for a Pair
Pair Statistics > Review transaction history	Lets you view statistics about the delete and restore actions made during reviews of the retained data on retention pairs	Section 12.7, Viewing the Review Transaction History
Server Properties > Disk details	Lets you view disk details and the disk capacity history for server disks on a DynamicFS server that you are managing.	Section 13.6, Viewing the Server Disk Capacity and Used Space History
Viewing Service events	Lets you view error events for the Dynamic File Service.	Section 13.8, Viewing Service Events
Viewing logged events	Lets you view the logged events for the Service, Standard Policy engine, and other components.	Section 13.7, Viewing Logged Events
Audit log	Lets you view the logged management events for the Service, pairs, policies, and repair.	Section 13.9, Auditing Management Events