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Quota Server® for Windows 2000/XP/2003 User’s Guide revision 2005.0.606.9

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NORTHERN is a registered trademark of Northern Parklife AB. Quota Server, Northern Quota Server, Northern Storage

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TABLE OF CONTENTINTRODUCTION

Welcome to Quota Server ...................................................................................................................11Learning Quota Server .........................................................................................................................................11

What is Quota Server? .........................................................................................................................11

User Interface .........................................................................................................................................11The Navigation Pane ............................................................................................................................................12The Network Pane ................................................................................................................................................12The Display Pane ..................................................................................................................................................13The Properties Pane .............................................................................................................................................14

The System Tab ......................................................................................................................................14Notification Templates View ...............................................................................................................................14Permissions ............................................................................................................................................................14Connections ...........................................................................................................................................................14Servers .....................................................................................................................................................................14History ......................................................................................................................................................................14

Data Views ...............................................................................................................................................14Overview .................................................................................................................................................................14Quotas View ...........................................................................................................................................................15Reports View ..........................................................................................................................................................16Quota Servers View ..............................................................................................................................................16Exchange Quotas View ........................................................................................................................................16

About Customized Views ....................................................................................................................16The View Wizard ...................................................................................................................................................17Examples of Customized Views .........................................................................................................................17Customizing the Views ........................................................................................................................................17Filtering your View .................................................................................................................................................18Saving a Workspace ............................................................................................................................................18Opening a Workspace .........................................................................................................................................19

End-User Interface ................................................................................................................................19Installing the End-User Inquiry Tool ..................................................................................................................19Starting the End User Tool .................................................................................................................................20

Installation ...............................................................................................................................................20

System Requirements ..........................................................................................................................20

Licensing ..................................................................................................................................................20

USAGE

About Storage Policies ........................................................................................................................21Start Page ...............................................................................................................................................................21Implementing Storage Policies ..........................................................................................................................22Set Quotas on User Home shares ....................................................................................................................22

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Set Quotas on Public shares .............................................................................................................................22Set Quotas on disks subject to frequent change ..........................................................................................22Set Custom Quotas ..............................................................................................................................................22Set Remote [NAS] Quotas .................................................................................................................................22Set a File Blocking Policy ....................................................................................................................................22

About Quotas ..........................................................................................................................................23Object Quotas .......................................................................................................................................................23Interval Quotas .......................................................................................................................................................23User Quotas ...........................................................................................................................................................24File Block Quotas ..................................................................................................................................................24Auto User Quotas .................................................................................................................................................24Auto Dir Quotas .....................................................................................................................................................24Auto Group Quota ................................................................................................................................................25Remote Quotas [NAS Quotas] ..........................................................................................................................25Template Quotas ...................................................................................................................................................26

Quota lockings .......................................................................................................................................26Lock dir ....................................................................................................................................................................26Lock dir and closed files ......................................................................................................................................26Lock dir and all files ..............................................................................................................................................27

About Exchange Quotas ......................................................................................................................27Setting an Exchange Quota ................................................................................................................................27

Using Quotas ..........................................................................................................................................28Setting a Quota .....................................................................................................................................................28Modifying a Quota .................................................................................................................................................29Setting Quotas in Explorer ..................................................................................................................................29Creating Template Quotas ..................................................................................................................................30Using Template Quotas .......................................................................................................................................31Creating Auto User Quotas ................................................................................................................................31Creating Auto Dir Quotas ...................................................................................................................................32Setting a file Block Quota ...................................................................................................................................32Setting a Remote Quota [NAS Quota] ............................................................................................................32Deploying e-mail addresses to Quotas ............................................................................................................33

Quota Properties Pane ........................................................................................................................34General Tab ............................................................................................................................................................34Settings Tab ...........................................................................................................................................................35Thresholds Tab ......................................................................................................................................................35Notifications Tab ...................................................................................................................................................36Custom Tab ............................................................................................................................................................37

About Views ............................................................................................................................................37Improving Views ....................................................................................................................................................37Filtering different Quota Types ...........................................................................................................................37Using Filter Expressions ......................................................................................................................................38Filtering ad-hoc in the Client ...............................................................................................................................39

About Notifications ...............................................................................................................................39Setting Up Mail Notifications ..............................................................................................................................39Setting up SMTP Mail ..........................................................................................................................................40Setting up MS Mail ...............................................................................................................................................40Setting up MS Exchange/Outlook ....................................................................................................................41

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Using Lotus cc: Mail .............................................................................................................................................43Using cc: Mail with Outlook ................................................................................................................................43Changing Mail Settings .......................................................................................................................................43Changing Client Mail Settings ...........................................................................................................................43

About Reports ........................................................................................................................................43Generating a Report [HTML] .............................................................................................................................44

About Database Reports .....................................................................................................................45Creating an Access Database report ...............................................................................................................45

About Printed Reports .........................................................................................................................47Creating a Printed Report ...................................................................................................................................47

About Customized Reports ................................................................................................................47Customizing Reports ............................................................................................................................................47Using Style Variables ...........................................................................................................................................48

About Storage Statistics Reports .....................................................................................................48Creating Storage Statistics Reports ................................................................................................................48

Reports Properties Pane .....................................................................................................................50General Tab ............................................................................................................................................................50The Storage Statistics Tab .................................................................................................................................50Interval Tab .............................................................................................................................................................52Text Tab ...................................................................................................................................................................53Printed Report Tab ...............................................................................................................................................54

About Notification Templates ............................................................................................................54Creating NEW Notification Templates .............................................................................................................55Modifying Notification Templates ......................................................................................................................55

Filter variables in notifications ..........................................................................................................56Creating Notification Template Group .............................................................................................................56

The Notification Templates Pane ......................................................................................................56General Tab ............................................................................................................................................................56Text tab ....................................................................................................................................................................57

History view .............................................................................................................................................57Posting an event to the event Log .....................................................................................................................58

Quota Servers Properties Pane .........................................................................................................58General Tab ............................................................................................................................................................58Notifications Tab ...................................................................................................................................................59Mail Tab ...................................................................................................................................................................60Central Data Store ................................................................................................................................................60Advanced logging .................................................................................................................................................60

About Permissions ................................................................................................................................60Setting Permissions ..............................................................................................................................................60Modifying Permissions .........................................................................................................................................61The Permissions Properties Pane .....................................................................................................................61

About Connections ...............................................................................................................................61

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Establishing a connection to a Server ..............................................................................................................62Connecting to a Server ........................................................................................................................................62The Connections Pane ........................................................................................................................................62The Servers Pane ..................................................................................................................................................63

Scenarios .................................................................................................................................................64Example Text Reports ..........................................................................................................................................64Example Report on Quotas .................................................................................................................................65Setting up an export to an SQL Database ......................................................................................................66

Configuring Storage Portal .................................................................................................................67

TECHNICAL

Advanced topics .....................................................................................................................................69

Multiple Network Adapters .................................................................................................................69

Quota Server on Cluster Servers .......................................................................................................69Installing on Microsoft Cluster Servers ............................................................................................................70Managing Quotas on Virtual Servers ................................................................................................................70

Integrating with other systems ..........................................................................................................70Integration through SNMP ..................................................................................................................................71

Using the Command-line Tools .........................................................................................................71

Using the ODBC database export .....................................................................................................72

Active Directory support for mail ......................................................................................................72Setting up Quotas with AD mail-integration ...................................................................................................72

Theory of Operations - User / Object Type Quotas ......................................................................74User Quotas ...........................................................................................................................................................74Object Quotas .......................................................................................................................................................75Tracking Disk Usage over Time .........................................................................................................................75

Central Data Store .................................................................................................................................76Using Active Directory as Central Data Store ................................................................................................76Using MS SQL as Central Data Store .............................................................................................................77Configuring the Replication ................................................................................................................................82

APPENDIXAppendix 1: Export Field Types & Sizes ..........................................................................................................83Appendix 2: Filter Variables ................................................................................................................................85Appendix 3: Filter Expressions ...........................................................................................................................89Appendix 4: Template Variables ........................................................................................................................91All variables given in Appendix 2 can be used as well with the same format, as for example: ...........91Appendix 5: threshold action Variables ...........................................................................................................92Appendix 5: Menu Entries ...................................................................................................................................93Appendix 6: Database Fields for CDS .............................................................................................................94

NORTHERN

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Northern: The Company .................................................................................................................... 101Business Concept ............................................................................................................................................. 101The Market ........................................................................................................................................................... 101Product Development ....................................................................................................................................... 102

Customer Support Program ............................................................................................................ 102Features ................................................................................................................................................................ 102

Contacting Northern .......................................................................................................................... 103Street Address .................................................................................................................................................... 103Phone .................................................................................................................................................................... 103Fax ......................................................................................................................................................................... 103E-mail .................................................................................................................................................................... 103Web ....................................................................................................................................................................... 103

INDEX

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INTRODUCTIONWELCOME TO QUOTA SERVERDear valued customer: Please let us take this opportunity to offer you our personal thanks for choosing to buy Northern Storage Suite. We believe that we can also congratulate you on an excellent choice of software solution.

LEARNING QUOTA SERVERThe Quota Server User Guide contains detailed information about Quota Server’s features. It is designed to be used as reference tool in your everyday work. However, the INTRODUCTION includes a guide to Quota Server’s interface as well as a simple Tutorial which will show you a handful of the many features, while at the same time explaining the principle functionalities, of Quota Server. It is recommended that you investigate the Scenarios at the end of the chapter USAGE as these also take a tutorial approach, describing more of the possibilities of Quota Server. For a more detailed explanation of the concepts, and features of Quota Server please turn to USAGE.

WHAT IS QUOTA SERVER?Quota server is an advanced and versatile storage management software application. This software enables you to take control over storage usage regardless of the size of your network. Quota Server helps you set accurate and appropriate quotas, it helps you to monitor the storage usage in your network and to control it, by enabling you to enforce quotas. It keeps you and your users informed about critical information through its notification systems.

Through steady development in concert with users around the world, Quota Server has become a very user-friendly and efficient product. The User Interface is simple, the functionality powerful and there is a wealth of personal options available: you can customize the User Interface, create new views, customize and adapt the product to the needs of your environment. For further details on what’s new in this version and for information about other Northern® products please see the NEWS section at the end of this User’s guide.

USER INTERFACEThe Quota Server Client User Interface has been designed to make all aspects of Quota Server quicker to access and easier to use.

The Quota Server Client User Interface is divided into three columns, as shown in the illustration below. From left to right they are the Navigation Pane, the Network Pane and the Display Pane [the Grid]. The Grid shows various details depending on which view you choose in the Navigation Pane. The interface also contains a Properties Pane. For further details about the individual Menu entries available in Quota Server, See “Appendix 5: Menu Entries” on page 160.

INTRODUCTION 11

Figure 2: User Interface: Navigation Pane

Figure 1: Quota Server: User Interface

THE NAVIGATION PANEThe Navigation Pane is the frame to the left in the Quota Server Client. The icons in this Pane provide easy access to the various views in Quota Server. By clicking the icons you select the different views. In the Quota view you administer Quotas, in Reports you can see and design your reports. For further details on each view, see “Data Views” on page 14 and subsequent headings.

The Navigation Pane includes the following views:OverviewQuotas ViewExchange Quotas ViewReports ViewQuota Servers View

THE NETWORK PANEThe Network Pane, browser or Tree structure, is the pane to the right of the Navigation Pane. Expand the Tree down to a server running Quota Server. Clicking once on the server to highlight it and right-clicking to access the shortcut menu. When browsing through the Tree, you can also right-click on a server and select to stop or start the Quota Server service on any machine in your network. And if you right-click on a server, you can select “View Quotas” or “View Reports” to connect to just that object.

12 NORTHERN QUOTA SERVER

When you are using the Quotas view there are a number of objects available in the Network Pane:

DomainsUser AccountsGroupsAccountsSharesDirectories

By right-clicking the items in the Network Pane, a pop-up menu will appear showing different options. On a share for example, you can manually configure a Quota with “Add/Modify Quotas” or you can invoke a wizard for setting a Remote or a Local Quota with "Add Local Quota" or "Add Remote Quota".

THE DISPLAY PANEThe Display Pane displays data from the selected Navigation Pane column object, such as Quotas. The data is updated in real-time. For Object and User Quotas it is updated as data is transferred to disk objects with Quotas. Thus, the changes can be seen in the client as they occur.

Click once on an object in the pane to highlight it, and right-click to get context menu options, such as Modify, Delete, or Sort.

Figure 3: User Interface: Network Pane

INTRODUCTION 13

Figure 4: Navigation Pane: System Tab

THE PROPERTIES PANEThe Properties Pane is at the bottom of the Quota Server User Interface. This Pane is different depending on which view you have chosen in the Navigation Pane. From this Pane you are able to design and modify objects, such as: Quotas, Reports, Templates etc.

THE SYSTEM TAB

NOTIFICATION TEMPLATES VIEWIn this view you can access your Notification Templates shown in the Display Pane. There are a number of standard Notifications in this view when you begin. But you are able to design your own and to customize them to meet your specific needs. When you click the icon, the Properties Pane belonging to the Notification Templates appears, [at the bottom of the Quota Server User Interface]. For further details on designing Notification Templates, see: “About Notifications” on page 39, and subsequent headings.

PERMISSIONSView and manage who can access Quota Server data.

CONNECTIONSView and manage client connections.

SERVERSView and manage Quota Server servers.

HISTORYIn this View you are able to have a look at Quota Server’s most recent posting to the Event Log.

DATA VIEWSBelow follows an explanation of the different views accessed through the Navigation Pane of the Quota Server User Interface.

OVERVIEWThe Overview gives you a general picture of the current status of your quotas. This view displays information such as quotas that are over threshold, total amount of disk space with quotas, number of quotas locked in the last 30 days and the number of valid and invalid quotas, an invalid quota being a quota that cannot be accessed.


Figure 5: User Interface: Status View

QUOTAS VIEWThis view gives you a detailed, yet easy to use picture of your quotas. From this view you can get a general impression of the usage of quotas. The Quotas you have defined appear in the Display Pane and the coloring of the bars on the right in the pane gives you a visual image of quota usage. The colours green, yellow and red show to what degree the quotas are used. Green being ok and red being a warning. Furthermore, you get other details about the quotas through a set of customizable rows.Figure 6: Quotas View: Display Pane

If you want to view the disk Quotas for a particular server, click the icon in the Navigation Pane named “Quotas” and then proceed to select the desired server in the Network Tree. The Quotas from that server will be displayed In the Display Pane.

At the bottom of the interface, the Properties Pane showing the settings of a selected Quota item will be available [read-only]. Click on the Modify button in the Properties Pane to edit the individual entries of the selected Quota. When the modifications are complete click the Apply icon to implement the new settings, or Cancel New/Modify, to cancel the new settings.

INTRODUCTION 15

By writing in the text fields at the top of the Display Pane, you can define a selection of items to be shown in the Display Pane. For instance, if you type the name of a server in the Server field and press enter, Quota Server will display only the Quota items on that particular server. Or, if you type >80 at the top the UsagePercent column, Quota Server will display only those Quotas that are above 80% usage.

In the Status column three different icons are used to represent three different states or modes. The symbols are: a padlock, a folder, a file and a file with writing on it. The padlock symbol used together with the folder symbol indicates that quota has been locked. The file symbol indicates that the quota and all closed files have been locked. The file with writing indicates that the quota and all files [both open and closed files] have been locked.

Numbers are also displayed in the Status column. These numbers indicate which threshold has been passed, if any. So a Quota that has passed the first threshold defined is shown with a number 1 in the Status column, for example.

REPORTS VIEWSelecting this view will change the Display Pane to show all reports that you have defined. When you click the icon, the Properties Pane belonging to the Reports view appears, [at the bottom of the Quota Server Client]. For details on how to design reports, see: “About Reports” on page 43 and subsequent headings.

QUOTA SERVERS VIEWIn this view you can see the servers in your system which are Quota Server servers. When you click the icon, the Properties Pane belonging to Quota Servers appears, if you click modify they become available for editing. Quota Server servers which are NOT connected are greyed out.Figure 7: Quota Servers View: Display Pane

EXCHANGE QUOTAS VIEWThis view shows all available MS Exchange mailboxes. You can select them and apply quotas and thresholds, etc. for any mailbox displayed in the Display pane.

ABOUT CUSTOMIZED VIEWSThere are a number of possible ways to customize your view and the User Interface as such. You can also organize your customized views and save the as Workspaces. You might want to have a view customized to view quotas of a certain size on a certain server, then you could save this view as a Workspace for easy access later on. For further details on customization and saving Workspaces see the following paragraphs.


THE VIEW WIZARDBy using the View Wizard it is possible to custom design Display Pane pages. In the View Wizard you can choose which Quota related information to monitor. It might be: Server, Object, Used, Notifications or a custom field. In customizing your view you can choose from more than 40 different items of information. Moreover, you can choose how these items should be sorted, in which order they should be displayed, and if a filter should be applied. For further details on Filter expressions see “Appendix 2: Filter Variables” on page 153.

EXAMPLES OF CUSTOMIZED VIEWSDisk Consumption By UserCreate a view that consists of Quota data from all Quota Server servers and group the information displayed in the data grid by the Account field. This will create an overview of all disk space consumed by individual users within the objects you have set quotas on all servers!

Disk Status By DomainCreate a view that consists of Quota data from all servers in a particular domain, to get a domain-oriented disk-space overview. Here you might also want to have one of the custom fields display the name of the domain.

Highest Disk ConsumptionCreate a view showing all Quotas where usage has exceeded 90% of the Quota. This can be done by specifying the filter to be: ‘Used(%)’ > 90. For further details, see “Appendix 2: Filter Variables” on page 153.

By analysing your needs you may think of more useful pages that you can custom design for your environment. Note also that different administrators can have their own pages.

CUSTOMIZING THE VIEWSYou can customize views according to your needs. If you tend to administer quotas on one, particular server, you might want to have that view as a predefined view, available as a Tab just like the default Tabs: Standard and [Quota Templates].

To customize your view:

1 In the View Wizard select the alternative: “Add a new view”, and click Next.

2 Give the view an appropriate name, and click Next.

3 Select the Servers to be displayed in the customized view, by high-lighting their names in the list, and click Next.

4 Select which columns to display by highlighting their names in the list, and click next.

5 By moving the column names up and down, by using Move up and Move down buttons. [You will move the high-lighted item.] Click next.

6 You can define how the items should be grouped by selecting by which parameter to group them. Highlight the desired parameter and click Add. Click Next.

INTRODUCTION 17

7 If you want the customized Display Pane to show the subtotals of a specific column select the check box and choose the desired column by high-lighting the name in the list. Click Next.

8 If you want the items in the Display Pane to be sorted in a specific pattern indicate the principle of your choice by high-lighting one of the parameters in the list. Click Next.

9 If desired you can filter even more specific details by entering a filter expression in the Filter expression text field. For further details on filter expressions, see “Appendix 2: Filter Variables” on page 153.

FILTERING YOUR VIEWAt the top of the Display Pane, there are blank fields. It is possible to filter the view of the Display Pane by entering an appropriate value in these fields.

You can filter the Display Pane on multiple criteria. For example:In the field above UsagePercent, type >90% to display only the Quotas that are over 90% complete.To further filter the view to show only the 90% full Quotas on one directory, click over the Object field and type the path to the directory, or the path followed by * to include all sub-directories.

Figure 8: Quotas View: Display Pane: Filter Expressions

For a full list of the filter expressions see “Appendix 3: Filter Expressions” on page 156.

The Display Pane has two Tabs at the bottom by default: Standard and [Templates]. The Standard Tab is a page, see the heading “The View Wizard” on page 17 for more details.

The Templates Tab shows the available templates for Quotas and Reports. [The Tab is only available in these two views]. For details on how to create Template Quotas, see “Creating Template Quotas” on page 30.

SAVING A WORKSPACEYou can save one or several customized views to a Workspace. You can have several workspaces and change in between them to view different information according to your habits and priorities.

To save a Workspace:

1 Choose: File > Save Workspace as. The Save Workspace as dialog appears.


2 Choose either common or personal, depending on whether or not you want to share your workspace with others.

3 Give your Workspace a name and click the Save button.

OPENING A WORKSPACEQuota Server allows the user to save a customized working environment. If you have saved a customized working environment, you can open one.

To open a Workspace:

1 Choose: File > Open Workspace. The Open Workspace dialog appears.

2 Choose either common or personal, depending on whether you want to access a personal or common Workspace.

3 Select the desired Workspace from the list and click the Open button.

END-USER INTERFACEQuota Server includes a tool that integrates with Explorer. It allows end-users to use this tool to check their Quotas, to see how much space they have available.

INSTALLING THE END-USER INQUIRY TOOLThe Inquiry Tool consists of a single DLL file, called QSExplorerUser.dll that should be copied to, and registered on the end-users computer [Win9x or NT/2000 clients supported]. This can be done by running the Quota Server Setup program on the computers, or by copying the DLL file manually [or automated through a software distribution system such as OptiMover by NORTHERN]. After having copied the file to the computer, one needs to run the file QS5EndUser.REG to register a couple of Registry entries on the computer. Both of these files [the QSExplorerUser.dll and the QS5EndUser.REG are found in the Quota Server program directory after installing a Quota Server service]. The QS5EndUser.REG file contains the registry entries that need to be present.

To install the end-user inquiry tool:

1 Select a location for the QSExplorerUser.DLL on the client machines [for example C:\QSExplorerUser.Dll].

2 Modify the QS5EndUser.REG file using Notepad, to reflect the file location.

3 Copy the QSExplorerUser.Dll to the end-user’s computer.

4 On the end-user’s machine, run the following program:

REGEDIT /S “QS5EndUser.REG”

INTRODUCTION 19

Notice! For the end-user tool to work, the pop-up recipient

field [on the User Notification side] must have been filled in with either the end-users user ID or computer name, or a valid pop-up token [like %user, %account, etc.], and the Quota must be set up using a UNC path!

The /S switch in the line above will run the registration and installation processes, without displaying any message boxes that will pause for a user to click OK.

STARTING THE END USER TOOLTo start the Inquiry Tool:

1 The end-user right-clicks in the Explorer. The context menu is displayed.

2 Choose the entry named “Inquire User Quotas...”. By selecting this menu item, the Inquiry Tool will be launched and automatically show information about the size of the Quota and how much of it that has been used.

INSTALLATIONFor in depth installation and deployment information please refer to the Deployment Guide, found in the Northern Storage Suite installation directory.

SYSTEM REQUIREMENTSFor a list of the system requirements please refer to the Deployement Guide, found in the Northern Storage Suite installation directory.

LICENSINGFor in depth licensing information please refer to the Deployment Guide, found in the Northern Storage Suite installation directory.


USAGEABOUT STORAGE POLICIESThe goal of any software is to provide an easy solution to a difficult problem. Quota Server supplies an easy solution to your storage problems. It gives you the opportunity to set Storage Policies. These Storage Policies allow you to set quotas on any number of objects, automatically. The Storage Policy Wizards makes sure that they are quick to define and easy to deploy. The Storage Policy Wizards also allow you to prohibit certain file types from being saved. Quota Server ensures that, for instance, no Media files [jpg, avi, or mpeg files, etc.] are saved. Using the Storage Policy Wizard you can easily deploy network-wide content prohibitions and also set quotas and threshold notifications for any number of folders, shares or users.

The Storage Policy Wizard comes with the following pre-configured Storage Policy strategies:Set Quotas on User Home sharesSet Quotas on Public sharesSet Quotas on disks subject to frequent changeSet Custom QuotasSet Remote [NAS] QuotasProhibit file types from being stored

START PAGEThe first time you start the Quota Server Client you will immediately be presented with a startup guide that gives you the possibility to implement Storage Policys.

Figure 9: The Northern Quota Server Start dialog

Each chioce will trigger a Storage Policy Wizard that will guide you with on-screen instructions. If you don’t want the guide to be shown every time you start the client you can check the "Don’t show this dialog again" check box. You can always trigger the guide from within the client by choosing Help/Show Start Page.

USAGE 21

IMPLEMENTING STORAGE POLICIES To implement a Storage Policy:

1 Choose the Policies menu. Select the desired wizard. The Storage Policy Wizard appears.

2 Follow the on-screen instructions.

SET QUOTAS ON USER HOME SHARESIf you choose the strategy to set Quotas on User Home shares, the wizard will ask you to set quota size, and ask you to navigate to the directory that contains the Users’s directories. If you complete the wizard, this policy will proceed to set a quota on every directory added or present in the directory on which the policy has been applied.

SET QUOTAS ON PUBLIC SHARESIf you choose the strategy to set Quotas on Public shares, the wizard will ask you to set quota size, and ask you to navigate to the directory that will act as a public share. If you complete the wizard, this policy will proceed to set a quota on each user that saves a file to the Public share.

SET QUOTAS ON DISKS SUBJECT TO FREQUENT CHANGEIf you choose the to set Quotas on entire drives, the wizard will ask you to set quota size and scan interval. It is recommended that you set a fairly long interval for this policy. A day [86400 seconds] should suffice. If you complete the wizard, this policy will proceed to set a quota on all selected drives.

This is an excellent policy for those admins who want to monitor drives in order to ensure that they are not accidentally filled. Set the policy to send an Admin alert at 90 percent full and you know you will be alerted when a drive is near full.

SET CUSTOM QUOTASIf you choose the strategy to set Custom Quotas, the wizard will ask you to set quota size, and ask you to navigate to any directory that want to set quotas on.

SET REMOTE [NAS] QUOTASIf you choose the strategy to set Remote Quotas, the wizard will ask you to set quota size, choose the Quota Server installation that will manage the Remote Quota and ask you to navigate to the directory on the remote server that you wish to control. If you complete the wizard, this policy will allow you to control storage on remote devices, NAS devices for example.

SET A FILE BLOCKING POLICYThe File Block Policy Wizards comes with seven pre-configured File Blocking Policy strategies:

Prohibit movie files from being storedProhibit music files from being storedProhibit picture files from being storedProhibit Office files from being storedProhibit dangerous files types from being storedProhibit Custom file type from being stored


The File Block Policy Wizards helps you set network-wide or server specific bans or prohibitions on certain file types. The prohibitions are aimed at keeping non-business file types off your storage, but can also be used to ban any other file type deemed private, recreational or plain unnecessary.

ABOUT QUOTAS Quotas or disk Quotas are slices of your disk or, if you like, hard drive resources. When you set Quotas on your disks or folders you are limiting how large an object is allowed to grow. The reason for using disk Quotas is to control disk growth in order that a server’s storage capacity isn’t reached unexpectedly, which potentially could cause the server to crash.

Another benefit you get when you use Quotas is the means to prevent users from filling storage resources with useless files, files that pry on the space of important data which otherwise would have been stored.

In different situations or environments, there may be the need to use different kinds of disk Quotas to prevent a particular object from growing out of control. For that purpose, Quota Server provides several different types of Quotas.

OBJECT QUOTASObject Quotas implement a defined limit for a certain disk object. Ownership of disk objects is irrelevant; this Quota simply monitors the size of the disk object. For instance, a directory on a server is called D:\FAXLOGS. It contains transmission reports from the fax software. To prevent the directory from growing too large a disk Quota could be set on it. Who writes data into the directory [most often that will be the fax service account] is unimportant, only the size of the directory is of interest.

An object Quota is signalled by the operating system whenever a change has occurred in the underlying disk object; when a file is created, a file is enlarged, or a file is deleted, for example. Upon such an event, Quota Server will calculate the size of the object and determine whether any actions should be taken. The Actions that Quota Server can take are, for instance, to notify the administrator via e-mail, or to lock the disk object to prevent it from growing further. If nothing happens to the disk object, Quota Server remains dormant. When nothing happens within the disk object, the service “sleeps” at zero percent CPU time, waiting for events to occur to the disk objects that have been given a Quota.

INTERVAL QUOTASInterval Quotas are similar to regular [disk] Object Quotas [see previous paragraph] but there is one important difference. Where regular disk Object Quotas are monitored and size calculated in real-time [in the same instant that a change occurs Quota Server sees it]. The Interval Quotas are only measured at a given interval, that is within a given period of time. You could set the interval to be a minute, once a day, etc.

Interval Quotas are convenient when real-time alarms and actions aren’t needed. Interval Quotas are also a good means of saving CPU time. Interval Quotas ensure that Quota Server doesn’t have to work whenever a change takes place. Instead Quota Server only has to work

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Notice! t is possible to disable the

Interception Engine. There is an option to disable it in the Properties Pane of the Navigation Pane object “Quota Servers”. If the Interception Engine is disabled, it will not be possible to use User Quotas. For more detailed information, please contact: [email protected].

once per interval. Interval Quotas are recommend for the roots of drives, because of the frequent writing and deleting that occurs on the root of drives.

USER QUOTASThe User Quota stands apart from the Object Quota, since you are able to differentiate the usage in a shared disk object with regard to user account. With User-based disk Quotas it is possible to set a disk Quota of a particular size for a certain user account, and another disk Quota for another user account. The size of files in a shared disk object will be measured only against the User Quota of the owner of that file. For instance, in a shared project folder you can assign user FRED a disk Quota limit of 50Mb and user JOANNE, the project manager, a disk Quota limit of 200Mb. This way, the usage can be tracked and regulated for individual users.

In most cases in the Windows NT/2000 environments, every user has an individual home directory. An Object Quota can be used to limit these, but for shared project or group folders, it may be advantageous to use User-based disk Quotas.

User Quotas are implemented using an advanced I/O interception engine that tracks all changes to the file system and [disk] objects. With [disk] Object Quotas and Interval Quotas, a regular system service is used. However, the interception engine provides a number of advantages:

The disk Quota system overhead is reduced.The ability for Quota Server to stop someone from exceeding his/her Quota.The ability to have the NT/2000 server operating system return standard “Access Denied” messages to the client, instead of using the Quota Server notification messages.

FILE BLOCK QUOTASA File Block Quota is intended to prevent users from saving certain file types. Although the File block quota is an easy way of restricting the content of your servers it is recommended that you use the new Storage Policies. For further details, See “Set a File Blocking Policy” on page 22.

A File Block Quota is setup by indicating the path to the restricted drive or folder and adding the extension of the banned file type, like this: \\Servername\Users$\*.mp3. This Quota would prevent users from saving files with the extension .mp3 to their home directories.

AUTO USER QUOTASAn Auto User Quota could be set on a public share that multiple users save data to. For example, the object D:\BigProjects could have an Auto User Quota assigned to it. The Quota size, notification levels, and notification recipients, and other Quota settings would be defined; then every user who has data in that directory will receive a Quota based on the settings for the Auto User Quota. Each and every new user who save data to that directory will also receive a Quota based on those settings. In most cases, there should be only one Auto User Quota per directory.

AUTO DIR QUOTASAn Auto Dir Quota could be set on the parent directory for the users' home shares. For instance, the object \\ServerName\E$\Users could have an Auto Dir Quota assigned to it, with the Quota definitions that each sub-directory of E:\Users should receive. Each user's home directory


Notice! t The Auto Group Quota cannot be used on the

Administrators Group [or members thereof],.

would automatically receive a User Quota based on the settings defined in the Auto Dir Quota, and any new sub-directories to the E:\Users directory would also receive a Quota based on these parameters. Only the first level sub-directories will receive a Quota, for example E:\Users\Bob would receive a Quota, but E:\Users\Bob\MyStuff would not!

When you set Auto Dir Quotas you have the Option to set them as user or object quotas. This option affects the way that the quota will be implemented. [To change this setting you must click the Quota Servers icon in the Navigation Pane and change a setting in the Quota Servers Properties Pane. For Further details, see “Auto Dir Quota as User Quota” on page 59.] In the case of an Auto Dir Quota of the user type the Auto Dir Quotas will be monitored by the Interception engine. [For further details on the Interception engine, see “User Quotas” on page 24.] In the case of an Auto Dir Quota of the object type the Auto Dir Quotas will be monitored using the NT/2000 file system.

AUTO GROUP QUOTAAn Auto Group Quota can be set on a share that a certain User Group is allowed to save data to. Thus you could set one Quota for the NT Group “Web designers”, and another for the Group “C++ programmers” provided both of the Groups can save to the same directory. The settings (thresholds, notifications, etc.) you’ve defined for the Groups apply to all of its members, respectively.

A user is given a Quota [according to the settings in the Auto Group Quota] as soon as he saves his first file to that directory. [A user that already has files in the directory when you set the Auto Group Quota receive a Quota immediately.]

If a user is member of two different Groups that both apply to the same folder, the smallest Quota has priority. For instance, the user “Anne” is a member of two different Groups and the first Group has a 100 Mb Quota and the second has a 30 Mb Quota; consequently, Anne will receive a 30 Mb Quota.

REMOTE QUOTAS [NAS QUOTAS]A Remote Quota can be set on remote SMB/CIFS compatible shares. This means that it is possible to set quotas on remote servers or devices without installing Quota Server on the remote device. This is especially usefull for controlling storage on NAS devices in Windows networks.

In order to use remote quotas it is necessary to have at least one Quota Server installation in your network. This server can then manage quotas for remote Windows file shares. It is very important to remember that the Quota Server service managing remote quotas must be configured with a domain account that has administrative permissions for all the shares that it is configured to control.

Northern Storage Suite is licensed by server and by capacity. In other words, if you wish to employ the features of Quota Server on the data contained on a server, you must have a license for that server and that license must match the total installed capacity of that server. This means that even though you might have only one physical Quota Server installation in your network, if that server manages remote quotas for a number of servers or NAS devices you will need a license that matches the number of and the total installed capacity of these servers and devices.

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For more detailed information about licensing please refer to the Northern Storage Suite Deployment Guide.

Since Remote Quotas are employed using the SMB/CIFS network protocols they have some limitations when compared with Local Quotas. Remote Quotas are not real time Quotas and it is only possible to use Interval and Auto User quotas on remote devices. Refer to the sections “Interval Quotas” on page 23 and “Auto User Quotas” on page 24 for more information about these quota types. Using Remote Quotas will of course also add to overall network overhead. Therefore Northern recommends to always use Local Quotas when possible and limit the usage of Remote Quotas to situations when a local installation is not possible.

TEMPLATE QUOTASA Template Quota is used as a blueprint for setting up new Quotas. Such parameters as the Quota size, locking actions, notification levels and recipients, etc. are inherited by the new quotas. These parameters are defined in a Template Quota.

After you have created a Template Quota, you can use it when setting other Quotas, by clicking on the “New Quota” icon. Then select the desired Template from the drop-down list. For further details on creating Template Quotas, see “Using Template Quotas” on page 31.

QUOTA LOCKINGSTo all types of quotas you can apply lockings [except file block quota].

There are three types of lockings:Lock dirLock dir and closed filesLock dir and all files

LOCK DIRGenerally, this option locks the directory on which the quota has been set, but not the files contained within that directory.

This does not however apply if you are using an application that, when editing an existing file, actually creates new, temporary files instead of simply writing data to the existing file. For example, editing a document using Notepad will allow additional material to be added, but editing a file using MS Word is not allowed. The reason behind this seemingly inconsistent behaviour is that MS Word creates these temporary files in which new data is written. These temporary files are always created in the same directory as the original file and the location of where these temporary files are created cannot be changed. Again, since MS Word requires a new temporary files to be created before any changes to the original file can be saved, the save action will be failed by Quota Server, as the creation of a new file goes over the quota limit. The resolution to these kinds of situations is simply to delete files from the locked directory until you are below the threshold and retry the save when the needed space has been made available.

LOCK DIR AND CLOSED FILESThis option locks the directory and all files in the directory that are not open for editing at the moment the threshold is reached.


Similarly to the simple Lock dir action though there are some restrictions on which will be allowed to be edited. These restrictions again depend on the type of application used to edit the file. Similar to the regular Lock dir action, saving a file using MS Word is not allowed (for exactly the same reasons), but furthermore you may be hindered to save certain files although the application doesn't use temporary files. For example saving a file using Notepad will not be allowed since Notepad when saving causes a deletion of the original file, then a creation of a zero byte file with the same file name and finally a write of the appended data to the new file. Because the file to be saved is first deleted and a new file created, it is not considered to be an open file and the saving of the file will accordingly not be allowed by Quota Server.

Another quite significant restriction when using this locking action applies to certain kinds of 'Cut and paste' operations. When performing a Cut [ctrl+x] and a subsequent paste operation [ctrl+v] from one drive (or logical partition) to another, Windows creates a “backup copy” of the file in the source directory. Since the creation of a backup copy involves a creation of a new file in the locked directory, the operation will be failed by Quota Server. If you need to move a file in a locked directory to another drive *or logical partition(, you should copy [ctrl+c] the file, and then paste [ctrl+v] the file into its target location, and then proceed to delete the original file from the locked directory.

LOCK DIR AND ALL FILESThis option will stop the user from adding any more files to the directory and will also stop the user from adding more data to already existing or open files.

ABOUT EXCHANGE QUOTASThe Exchange Quota allows you to set a quota on a user mailbox in Microsoft Exchange Server 2000. Mailboxes are an obscured source of swelling storage use. When setting quotas on mailboxes you’re enabled to inform users of the importance in conserving space and deleting unnecessary e-mails that otherwise fill up the disks.

SETTING AN EXCHANGE QUOTATo set an Exchange Quota:

1 In the Exchange Quotas view, select one or several mailboxes from the Grid and click the "New" icon in the Toolbar. The Properties pane becomes available for editing.

2 On the Settings tab, in the Quota size text field, type the size of the quota [in kilobytes].

3 On the Threshold tab, select one or several threshold levels and choose the appropriate action from the drop-down list boxes.

4 If desired edit the threshold percent values, by typing new values in the different text fields.

5 Click the Apply icon in the Toolbar.

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Notice! If you have selected “File” in Object

type. You have to type the full path to the file yourself.

Notice! You can useabbreviations like 5 M for 5000 kilobytes

USING QUOTASThe following paragraphs will detail how to set different kinds of Quotas.

SETTING A QUOTATo set new Quotas, a connection to the server containing the target for a new Quota must be established. For details on connecting to a server, see: “About Connections” on page 61.To create a New Quota:

1 Do one of the following:

Click Quotas in the Navigation Pane, then choose: Edit > New. The Quotas - Choose server[s] dialog box appears.In the Properties Pane, click the New item icon. The Quotas - Choose server[s] dialog box appears.In the Network Pane, right-click the desired server and select New from the drop-down menu that appears.

2 If you have connected to more than one Quota Server server the Quotas - Choose server[s] dialog appears. Select the server on which to set a quota. The Properties Pane becomes available for editing.

3 In the Object type drop-down list select if you want to set the Quota on an individual file or an entire directory.

4 In the Properties Pane, in the General Tab, type the path to the desired Quota object in the Object text field. Or click the browse button to map the path to the desired Quota object.

5 In the Settings Tab, type the Quota size [in bytes] in the Size text field.

6 In the Settings Tab, select a Quota type from the drop-down list. For further details on Quota types, see “About Quotas” on page 23, and subsequent subheadings.

7 In the Thresholds Tab, select the check boxes to activate the different threshold levels. If desired edit the threshold level [in percent] by typing the desired value [i.e. 65 for 65%].

8 Select Actions to be taken by Quota server on the different thresholds by choosing an appropriate alternative from the Action drop-down lists.

9 In the Thresholds Tab select Notifications to be sent to the User or Administrator when threshold is reached by choosing the appropriate alternative from the drop-down lists. For further details on Notifications, see“About Notifications” on page 39 and subsequent headings.

10 In The Properties Pane, right-click and select Apply from the drop-down menu.

For further details about the Properties Pane see “Quota Properties Pane” on page 34 and subsequent headings.

.


Figure 10: Windows 2000: Context menu

Notice! Explorer only allows multiple

selections in the right-hand window [provided you use the Folders mode]. One technique used for adding the new menus is to add some lines to the Registry. This makes Windows NT/2000 call the Quota Server client interface when the menu entries are chosen. No modifications are made to the ordinary Explorer

MODIFYING A QUOTATo modify an existing Quota:


Click the Edit button in the Toolbar.Right-click in the Properties Pane and choose Modify from the drop-down menu.

2 When Modify or Edit have been selected, the Properties Pane will become available for editing.

The Quota Properties Pane appears in the bottom of the screen. In the Properties Pane you are able to define the properties for your quotas.

You are able to resolve, for instance:Give object new notification.Change object to give a quota.The size of the quota.Change threshold level.Change Action to be taken when quota threshold is reached.

For further details about the Properties Pane see “Quota Properties Pane” on page 34 and subsequent headings.

SETTING QUOTAS IN EXPLORERThere are multiple methods of setting Quotas in Quota Server: one means is of course the client, but you can also use Explorer or even Command-line Tools, for details on the Command-line Tools option, see: “Using the Command-line Tools” on page 71, [for details on how to add and modify quotas through the client, see: “Modifying a Quota” on page 29].

Quota Server integrates with your Windows® Explorer® by providing new items to the Context menu in Explorer. This feature allows for the creation of Quotas from within a well-known interface, with functions like multi-selection of objects, browsing, etc.

To set a Quota with Explorer:

1 Select one or more objects in your Explorer.

2 Right-click the selection. A drop-down menu appears.

3 Choose Add/Modify Quotas from the drop-down menu.

The Explorer integration feature is automatically installed [unless otherwise specified during installation] on the machine where Quota Server is installed. If it is necessary to administer Quota Server from another NT server or work station over the network, install the Typical Quota Client option.

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CREATING TEMPLATE QUOTASThe settings used in a Template Quota are almost the same as in other Quotas. The difference is that instead of setting an object to apply the Quota on, you can use it as a generic, standardized blue print for other future objects, such as added or new users, or objects on your network. However, a unique name for the Template is required. This Template can then be used for objects or users at a later date. For example, a Template could be named “10MBUser Quota”.

To create a Template Quota:

1 Create a connection to the server the Template should reside on. For further details see: “About Connections” on page 61.

2 Select the Templates Tab at the bottom of the Display Pane.

3 Right-click in the Display Pane, choose New.

Figure 11: The Quota Server User Interface: Display Pane: Templates Tab.

4 Define the Template Quota according to your needs. For further details on how to define the different parameters of a quota, see “Setting a Quota” on page 28.


Notice! The text in the drop-down list will not change,

rather the chosen Template’s settings will be applied to the new quota item. If uncertain which quota you’ve chosen check the setting in one of the Tabs in the Properties Pane.

USING TEMPLATE QUOTASAfter you have created a Template Quota, you can use it when setting other Quotas.

To use a Template Quota:

1 In the Toolbar, click the New Quota icon . The Quotas - Choose a Server dialog box

appears.

Figure 12: Quotas - Choose a Server dialog box.

2 Select the desired server and click OK.

3 In the Toolbar, select the desired Template from the drop-down list.

Figure 13: Toolbar: Template Quota drop-down list.

4 In the Toolbar, click the Apply icon.

CREATING AUTO USER QUOTASThis Quota is normally used on a public directory. All users that have saved to that folder in will receive a quota. Any user that saves to the public directory, in the future, will also receive a quota according to your Auto User Quota settings:

To create a User Quota:

1 Locate the desired Public Directory.

2 Right-click that directory and choose Add/modify Quota from the drop-down menu.

3 Set Quota size and Thresholds according to your desires.


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Notice! You set an Auto Dir Quota on a parent directory,

its sub-directories receive the quota. If you create yet another subdirectory, [i.e. a subdirectory of the subdirectory this folder will not receive a quota].

CREATING AUTO DIR QUOTASThis quota is set on a directory. All subdirectories will receive a Quota according to your Auto Dir Quota setting. This will be done automatically. If you have very many [hundreds of] sub-folder, the procedure will take a few moments. A popular use is to set this quota type on the parent directory of the users' home shares, which gives each user a quota of his/her own.

To create an Auto Dir Quota:

1 Locate a suitable Parent directory.

2 Right-click that directory and choose Add/Modify Quota from the drop-down menu.

3 Set Quota size and Thresholds according to your desires.


SETTING A FILE BLOCK QUOTATo create a File Block Quota:

1 Click Quotas in the Navigation Pane, then choose: Edit > New. The Quotas - Choose server[s] dialog box appears.

2 If you have connected to more than one Quota Server server the Quotas - Choose server[s] dialog appears. Select the server on which to set the File Block quota. The Properties Pane becomes available for editing.

3 In the Settings Tab, select File Block quota from the Quota Type drop-down list.

4 In the Properties Pane, in the General Tab, type the path to the desired folder in the Object text field. Or, click the browse button to map the path to the desired folder, share or drive.

5 In the Object text field, at the end of the path, type the file extension of the file type you wish to block, for instance *.mp3.

Figure 14: Properties pane: General tab

6 In The Properties Pane, right-click and select Apply from the drop-down menu.

SETTING A REMOTE QUOTA [NAS QUOTA]Remote Quotas are deployed using Storage Policy Wizards. There are two ways to invoke the Remote Quota Wizard. You can:


1 In the Network Pane in Quota Server Client, right-click the desired server and select Remote Quota from the drop-down menu that appears, then follow the on-screen instructions.

Figure 15: Add Remote Quota menu item

2 In Quota Server Client, choose Set Remote Quota from the Policies menu, then follow the on-screen instructions.

Figure 16: Set Remote Quota menu item

DEPLOYING E-MAIL ADDRESSES TO QUOTASThere are two ways of deploying user e-mail addresses to their quotas. If you have configured your network in one of either two ways you can insert the users’s e-mail addresses into their quotas automatically.

1 If you have given your users ownership of their Home directories, you can retrieve the user’s name by using the variable: %owner.

2 If you have given your directories the name of their user, you can retrieve the directories’s name by using the variable: %user

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Figure 17: Quota Properties: Notifications tab

QUOTA PROPERTIES PANEThis section provides an explanation of each feature in the Quota Properties Pane. Please make use of the details below, when setting up your quotas.

GENERAL TABFigure 18: Quotas View: Properties Pane: General Tab

ServerBrowse for, or type, the name of the server on which the disk object resides. It must be a Quota Server server.

ObjectBrowse for, or type, the name of disk object that the Quota should apply to. UNC and local paths are supported.

AccountBrowse for, or type, the account that the Quota should apply to.

Object TypeSelect the type of object from the drop-down list.


SETTINGS TABFigure 19: Quotas View: Properties Pane: Settings Tab

SizeEnter the size for the Quota in bytes. You can also abbreviate, i.e. type 5 M for a five megabyte Quota.

Quota TypeSelect the appropriate type of Quota. If a user account was selected to apply the Quota to, User Quota must be selected.

Error MsgSelect the message users will receive when they are unable to save data due to disk Quotas. “Access Denied” is the standard Windows error, If you choose “Quota is exceeded” Quota Server will present that error message

EnabledChoose whether the Quota should be enabled [active] or not.Include subdirsChoose whether data in subdirectories should be counted towards to Quota.

IntervalFor Interval Quotas, type the number of seconds that should elapse between Quota Server’s scans for directory size.

Notify Template GroupDefine which group of Templates to send as Quota Server notification [for further details on Templates, see “About Notification Templates” on page 54].

THRESHOLDS TABFigure 20: Quotas View: Properties Pane: Thresholds Tab

LevelSelect threshold levels, and configure the locking actions or notifications that should occur by selecting the alternatives available from the drop-down lists. Through research it has been

USAGE 35

Notice! f you choose the Actions Pop-up

and Execute or Execute you can link an executable file to this action. An executable file might for instance be a .bat file that flushes the users directory, removing all .tmp files for instance. You link the executable to the Quota by entering the path to the file in the Executable file text field in the Notifications Tab.

Notice! The Notification Tab consists of two

areas one for User notifications and one for Administrator notifications.

found that, it is good to have three thresholds. Typically, you should select a first warning message which is more of an educational, polite reminder, preferably with information on disk costs. The second warning should be tougher and instruct the user to remedy the situation. In the case of the third level there are different ways to go, but remember that if you don’t want the user to use his entire quota the third levels should have a threshold below 100%.

Threshold[%]Enter the percentage at which level the locking actions or notifications should be activated. The threshold level can be set to exceed 100%.

ActionSelect the locking action to take when the threshold percentage has been reached:

Pass - No locking, but notification possible. Lock dir - Lock the directory but not files contained in the directory.Lock dir and closed files - Lock directory and all files that are not currently open for editing.Lock dir and all files - Lock directory and all open and closed files.

User NotifyChoose the method of notifying user of over Quota situation.

None - No notification is sent.Pop-up - Send pop-up message to user[s], or even group[s] or machine[s].Mail - Send e-mail to user’s e-mail address.Execute - Run an executable file.

Admin NotifyChoose the method of notifying administrators of Quota status. Same options as User Notify.

Notify When Level IncreaseSend the chosen notification when the threshold is exceeded.

Notify When Level DecreasesNotify when object goes below threshold level.

Repeat Notify DailySend appropriate notification every day.

NOTIFICATIONS TABFigure 21: Quotas View: Properties Pane: Notifications Tab


Popup ReceiverThe user or Admin’s name[s], machine name[s], or group name[s] to send the pop-up to, separated by a semi-colon [;]. see Appendix 4 for more information.

Mail addressThe user or Admin e-mail address used for sending mail.

Executable FileThe full path of the executable file to be run.

ParametersAny additional parameters to be run with a command-line executable.

CUSTOM TABFigure 22: Quotas View: Properties Pane: Custom Tab

In the Quota properties Custom Tab there are three fields for additional data, which can then be used for sorting Quotas. For example, a page could be created to view all Quotas on the Sales department, or all users with a 10 MB Quota.

ABOUT VIEWS

IMPROVING VIEWSIn many environments administrators end-up with many quotas. This results in a situation where the main grid gets pretty difficult to keep track of. Browsing through thousands of quotas can be a tedious task if all quotas are monitored in the same view.

By using the View Wizard you can be remedy this sad state of affairs. You can divide different quotas into different views, e.g. one view for Auto Dir Quotas, one for File Block Quotas, one for Auto User Quotas, etc.

FILTERING DIFFERENT QUOTA TYPESTo create views for different Quota types using wizards:

1 Choose Edit > Views. The View Wizard appears.

2 Select a server and the particular fields you feel that you need to see in the View. Make sure to choose the field “Quota Type”. Complete the wizard.

USAGE 37

3 Choose View > Filter. The Filter Wizard appears. Choose “=” “Quota Types” and select, for instance, Auto Dir Quotas, from the list boxes. Click OK.

4 You have created a new View showing only Auto Dir Quotas.

USING FILTER EXPRESSIONSInstead of using the Filter Wizard you can write a filter expression directly into the last frame in the View Wizard.Figure 23: View Wizard: frame number 8

To get a listing of all logical expressions you can use See “Appendix 3: Filter Expressions” on page 156. To filter out, for instance, your Auto User quotas on a particular drive you can write:

(Object = '\\servername\e$\backup*') or (Object = '\\servername\e$\project*')

The expression [above] filters out your Auto User quotas and the Auto User quotas related to the parent quota (the actual Auto User Quota) for that particular object [e$\project and e$\backup] wherever you have an AutoUser quota

Object QuotasIn another View you want to filter out all of your Object quotas. In order to do this you have to add the filter expression (QuotaType = 0)[in Frame 8 of the View Wizard].

Auto Dir QuotasIf you want to filter Auto Dir quotas the expression would be((Object = '\\[server]\e$\[folder]*')) And (('IsTemplate' = 0))Filtering AutoDir quotas is a good idea when deleting and/or renaming objects, allowing you to keep on top of new quotas [added when creating new folders and deleting old ones], while manually removing the old quota from Quota Server.


FILTERING AD-HOC IN THE CLIENTYou can also use these filters in the Display Pane, in the Quota Server Grid. Above the Server field you simply type in the name of the server you wish to view and manage quotas on.

Figure 24: User Interface: Display Pane: Top of the Grid

If you need to see a particular quota, just type the UNC path for the object, above the object table. Double-click the field to activate it, then type the filter expression and hit the enter key on your keyboard. To remove it do the same but press Delete before pressing the enter key.

Figure 25: User Interface: Display Pane: Top of the Grid

ABOUT NOTIFICATIONSNotifications are of two different types: mail notifications and pop-up notifications. You pick notifications in the Quotas view’s Properties Pane. In both cases you can use Notification templates which will save time for. Typically you would prepare different Notification Templates for different thresholds. There are a number of Standard Notification templates available in Quota Server when you begin. There is a table with all Standard Notification Templates and their respective thresholds in the section “About Notification Templates” on page 54. There you will also find more information on how to prepare your own Notification Templates.

The pop-ups are sent by WinPopup. The pop-up, however, often contains information on Quota usage. The pop-up will wait a number of seconds in order to gain information on Quota usage. In large or slow networks, it can happen that the pop-up is sent before the entire Quota usage is calculated. The discrepancies are, however, often quite small.

The Notifications themselves are sent either by WinPopup or regular e-mail. In order for the mail and pop-up service to run you have to set them up properly. The rest of this section will deal with how to set up different kinds of e-mail notifications.

SETTING UP MAIL NOTIFICATIONSQuota Server supports three types of e-mail systems for mail notifications: SMTP, MS Mail, and Microsoft® Exchange. During custom installations, select the appropriate mail program. Next enter a valid Account or profile to send mail with, and if necessary, the mail server name or Account password.

If the Quota Server service is installed on the server, information that controls the mail system will be taken from that machine. This information will be taken from the Quota Servers object’s Mail Tab. In order for Quota Server to determine which contact list to open when browsing for mail recipients, the Quota Server Client needs to know which mail system is used, and if

USAGE 39

Notice! Some SMTP servers require that the specified sender

has a mailbox on the server, you may need to create this before Quota Server will be able to send any messages. Please consult your SMTP manual for instructions on doing this.

available the relevant account or profile to obtain the contact list from. To change these settings, choose Tools > Preferences.

SETTING UP SMTP MAILIn order to set up SMTP mail:

1 Click the Quota Servers icon in the Navigation Pane.

2 In the Properties Pane right-click and select New or Modify from the drop-down menu. The Properties Pane becomes available for editing.

3 In the Mail Tab, type the name of your SMTP server in the SMTP Server text field.

Figure 26: Quota Servers View: Properties Pane: Mail Tab.

4 In the Mail Tab, type the name of an account that can send mail from that server in the SMTP Sender text field. [The mail will be delivered using that account as the sender.]

SETTING UP MS MAILTo set up MS mail:

1 After installation, go to Services: Choose Start button > Settings > Control Panel.

2 Open Services and open the Quota Server Properties dialog by double-clicking the Quota server service in the list.

3 In The Service properties dialog, in the Log On Tab change the This Account text field to a user account with administrative rights.

4 On the PC hosting the Post Office Manager for MS Mail, create an MS Mail account for the Quota Server service account to use when sending mail.

5 On the NT/2000 machine hosting the Quota Server service, click the MS Mail icon and sign on using the new account.

6 Under Mail > Options click the Server button to verify that the mail archive file [*.MMF] is stored on the Post Office.

7 Select Exit and Sign out.


Notice! An e-mail client such as Outlook97 or

Outlook 2000 must be installed on this server, if none is installed, run the installation while logged in with the account Quota Server runs with.

SETTING UP MS EXCHANGE/OUTLOOKTo set up MS Exchange/Outlook:

Step 1: Preparations

1 Make sure that the Quota Server service is running with an Administrative account, by going to the Control Panel > Services. [This account needs to be in the Domain Admins group on the server on which Quota Server is installed.]

2 Enter the MS Exchange Administrator on your MS Exchange server.

3 Select File > New Mailbox to create a new mailbox that Quota Server will use to send its notification e-mails from.

Figure 27: Creating a new mailbox: Quota Server properties dialog box.

4 Click the button labelled Primary Windows NT account, and choose the NT user account that the Quota Server service is running with.

5 Click OK. You have now created the new mailbox. It is displayed in your Recipients Container.

6 Close the MS Exchange Administrator.

Step 2: Mail settings

1 Log on as the account that the Quota Server service runs with [on the system where Quota Server is running].

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2 Open the Control Panel and open the Mail tool [or Mail and Fax tool].

3 In the MS Outlook Internet Settings Properties dialog box, select “Microsoft Exchange Server” from the list. Proceed by clicking the Add button. The Add Service to Profile dialog box appears.

4 In the Add Service to Profile dialog box, choose “Microsoft Exchange Server” from the list and click the OK button.

Figure 28: Microsoft Exchange Server dialog box

5 In the MS Exchange Server dialog box, type the server name hosting the Microsoft Exchange Server along with the newly created mailbox name. Try clicking the button labelled “Check Name” to resolve and verify the mailbox name.

6 In the MS Outlook Internet Settings Properties dialog box, click Show Profiles. Copy this Profile’s name.

Step 3: In the Quota Server client

1 Click the Quota Servers icon in the Navigation Pane. [If the desired server is not listed in the Display Pane, locate the server in the Network Tree.]

2 In the Network Tree, right-click and select Add Server[s]. After a short while the server appears.

3 Highlight the server in the Display Pane and select Edit and Modify.

4 In the Properties Pane, go to the Mail Tab, select MS Exchange as the Mail subsystem, and type the Profile name seen above in the MS Exchange Profile field, [preferably by pasting the Profile name you previously copied].

5 Choose Preferences from the Tools menu. The Preferences dialog box appears.


6 Make sure that the profile name and Mail subsystem is the same as in the Properties Pane.

7 Restart the Quota Server Service. It will log on to MS Exchange/Outlook.

USING LOTUS CC: MAIL The Execute notification method provides the ability to send Lotus cc:Mails. For Quota Server to send off cc:Mails, use a cc:Mail .EXE file called IMPORT.EXE. This command will “import” an e-mail into a recipient’s cc:Mail mailbox. The command has a long list of optional parameters and qualifiers, which differ somewhat depending on what version of cc:Mail is used. Read about the IMPORT command in the cc:Mail documentation and test it from a command prompt.

USING CC: MAIL WITH OUTLOOKIf using MS Outlook, mail messages can be sent to cc:Mail users by installing an add-on to Outlook. Install cc:Mail support for Outlook from the \VALUPACK\CCMAIL directory of the Outlook/Office CD. Next, follow the instructions on setting up Quota Server to use Exchange/Outlook for sending mail notifications.

CHANGING MAIL SETTINGSMail notification settings can be setup or adjusted after Quota Server has been installed. After Quota Server has been installed, changes can be made to the mail settings in the Mail Tab, shown in step 3 of “Setting up SMTP Mail” on page 40.

1 Select the Quota Servers icon from the Navigation Pane.

2 Modify the settings of the desired server.

3 Select the mail subsystem from the drop-down menu.

4 Enter or change information relevant to the appropriate mail system.

CHANGING CLIENT MAIL SETTINGSThe Client Mail settings are made in the menu entry Tools, under Preferences. In order to setup the Quota Server Client to use mail after installation, or to change the settings later on:

1 Click Tools, then Preferences.

2 Enter the appropriate mail system and account for the Quota Server client to use.

If you have an Exchange profile on your workstation, it is advisable to use that Exchange Profile.

ABOUT REPORTSQuota Server can create reports based on a large number of criteria. Any information that Quota Server holds can be exported to a report. The reports themselves are highly customizable enabling you to emphasize different issues. Quota Server information can also be exported to other files such as e-mails, pop-ups, the Clipboard, or ODBC compliant data bases.

USAGE 43

Notice! You can edit the Report templates to customize the

appearance of the report and its content.These templates are typically found in C:\Program Files\NORTHERN\Storage Suite\QS\Reports. Variables you can use are found in the Appendices of this User Guide

Reports makes it easy to view trends in disk usage, track growth over time and prepare comprehensive analysis and assessment of storage usage.

Reports are basically of three different types:Text-based [and HTML]Database[Printed] Reports

In Quota Server you can generate any number of different reports. The report engine is highly customizable. You can, for instance, filter the Reports to get very specific data.

GENERATING A REPORT [HTML]To generate a report on a server:

1 Click the Reports icon in the Navigation Pane. The Display Pane changes to the Reports view.


Choose Edit > New. The Reports - Choose Server dialog appears. Select a server and click OK. The Properties Pane becomes available for editing.

Choose the New icon in the Toolbar: The Reports - Choose Server dialog appears. Select a server and click OK. The Properties Pane becomes available for editing.Highlight and right-click the desired server in the Network Tree. Choose “New” from the drop-down menu that appears. The Properties Pane becomes available for editing.

3 In the Properties Pane, in the General Tab, select Text [HTML] as Output type from the drop-down list, [the alternatives are: Text [HTLML], Database and Printed report. For further details on these report types, see “About Database Reports” on page 45 and“About Printed Reports” on page 47 and subsequent headings].

4 In the Properties Pane, in the General Tab, choose the source of data in the Data from drop-down list.

Figure 29: Reports View: Properties Pane: General Tab

5 In the Interval Tab define when you want to generate a report. Select “Now”, from the Interval Type drop-down list, if you want the report immediately.

6 In the Text Tab customize columns, rows and sorting. For further details, see “Text Tab” on page 53.


Notice! DRIVER DO MICROSOFT ACCESS [*.MDB]

7 In the Text Tab, in the Output File name type the path and file name of the report you want to generate. Or browse to a desired location by clicking the browse button.

8 In the Toolbar click the Apply icon.

ABOUT DATABASE REPORTSTo create a Database report, first the Database must be created and entered into the DSN. There are a couple of steps that need to be taken. First, you should create an empty ODBC compliant Database. Then, create a DSN [Data Source Name] for this Database. A DSN is a description, or definition, which allows Database aware products like Quota Server, to connect and work with the Database via the standard ODBC format.

CREATING AN ACCESS DATABASE REPORTStep 1: Creating an Access Database

1 Open the ODBC Data Source Administrator [found in Administrative Tools > Data Sources, in Windows 2000]

2 Choose the System DSN Tab and click the Add button. The Create New Data Source dialog box appears.

3 Select the “Driver do Microsoft Access [*.mdb]” from the list and click the Finish button. The ODBC Microsoft Setup dialog appears.

4 Enter a Data Source Name in the Data Source Name text field [for instance: QSAccessTest]

5 In the Database area, select an existing Access Database or create a new one by clicking the appropriate button. [You can, for instance, create a new Access database named QSAccessTest.mdb]

6 Enter a suitable Database name and click the OK button. A pop-up appears confirming that a Database was created successfully.

Step 2: Editing the DatabaseNow you must edit the Database to fit Quota Server requirements:To edit the Database:

1 Open the Database aimed for the Quota Server Database Reports use. [Locate the Database you’ve just created and open it.]

2 In MS Access, create a new table.

USAGE 45

3 Create the following columns [you can find a list of all objects in “Appendix 1: Export Field Types & Sizes” on page 151]:

4 Close the table naming it “Quotas” [or any other appropriate name and do not define any column as “Primary Key”]

Step 3: Setting up a Database reportNow you should set up a Database report in Quota Server:

1 Click the Reports icon in the Navigation Pane.

2 Choose Edit > New. Select a server from the list in the Reports -Choose servers dialog box. The Properties Pane becomes available for editing.

3 In the Properties Pane, choose the General Tab and select Database in the Output Type drop-down list.

Figure 30: Reports View: Properties Pane: General Tab.

4 Choose Quotas from the Data From drop-down list.

5 In the Properties Pane, choose the Database Tab and type the name of the DSN, in our example: “QSAccessTest”. [Or the name you gave it in the ODBC Data Source Administrator]

COLUMN NAME COLUMN TYPE SIZE

Server Text 20

Object Text 255

Account Text 255

QuotaSize Number Double

Usage Number Double

UsagePercent Number Double


6 In the Table Name text field type the name: “Quotas” [or the name you gave it in the table created in MS Access].

Figure 31: Reports view: Properties Pane: Database Tab.

7 In the Unique Columns text field type “Server”, “Object” and “Account”.

8 Normal Columns = “QuotaSize”, “Usage”, UsagePercent”.

9 Enter appropriate interval in the “Interval” Tab [for testing use for example every 15th second].

10 Click the Apply icon.

ABOUT PRINTED REPORTSThe third type of reporting available in Quota Server is automatically printed reports. Quota Server can produce detailed reports, which can be customized in layout and content. Reports can be created using provided templates or by creating your own.

CREATING A PRINTED REPORTTo create a printed report:

1 Follow the instructions for Generating a Report, Steps 1-10 as outlined in the section “Generating a Report [HTML]” on page 44.

2 In Step 4, select Report as Output Type from the Output Type drop-down list.

ABOUT CUSTOMIZED REPORTS

CUSTOMIZING REPORTSUsing Quota Server 's reporting engine, it is easy to define customized reports. These reports can be saved as a file or printed.

To create a custom Report:

1 Follow the instructions for generating a regular report, see “Generating a Report [HTML]” on page 44.

USAGE 47

Notice! For printed reports to be generated on network

printers, the Quota Server service must run using a user account that is able to print to that printer. The system account will not work!

Notice! It is possible to filter reports using a filter

expression, See “Appendix 2: Filter Variables” on page 153 Then modify the Interval Tab to reflect the desired times for the report to be run.

2 In the Properties Pane, in the General Tab, type a Filter Expression in the Filter text field. For a complete list of Filter Expressions, see “Appendix 3: Filter Expressions” on page 156.

3 Then click the Edit report template file button. In the list of variables are all the possible settings used for Quotas. These can be entered and arranged as best fits your needs. See the report design programs help for more information or contact NORTHERN's Customer Support.

USING STYLE VARIABLESIn customizing your reports you can always edit the report templates used by the reporting engine. [These templates are typically found in C:\Program Files\NORTHERN\Storage Suite\QS\Reports]. When you edit these report templates you can use any of the variables provided in Appendices, and you can also use Style Variables. For instance you can use the megabyte Style Variable to have all size values made into megabytes, or the autobytes Style Variable to have all size values rendered in the appropriate size value [KB, MB, GB or TB].

To make the reports engine return all quotas in megabytes, use the following style variable: [Data:’QuotaSize’, StyleMegaBytes]

To make the reports engine return all quotas in the appropriate size unit, use the following style variable: [Data:’QuotaSize’, StyleAutoBytes]

These Style Variable can be used in conjunction with other variables as well.

ABOUT STORAGE STATISTICS REPORTSThe storage statistics reports offers you a wealth of information about files, data and other storage issues in a system. You can for instance get a report about what the most common file types are, you can get a report which tells you about how many files that haven’t been backed-up yet etc. [Files by Attribute.]

CREATING STORAGE STATISTICS REPORTSThere are fourteen standard “Storage Statistics” reports that give information concerning the type, ownership, and size of data on servers or disks.

To generate a report on a server:

1 Click the Reports icon in the Navigation Pane. The Display Pane changes to the Reports view.

2 In the Tree structure, browse to find the server that you would like to analyse.


Choose Edit > New. The Reports - Choose Server dialog appears. The Properties Pane becomes available for editing.


Choose the New icon in the Toolbar: The Reports - Choose Server dialog appears. Select a server and click OK. The Properties Pane becomes available for editing.

Highlight and right-click the desired server in the Network Tree. Choose “New” from the drop-down menu that appears. The Properties Pane becomes available for editing.

4 In the Properties Pane, in the General Tab, select Text [HTML] as Output type from the drop-down list. [The alternatives are: Text [HTLML], Database and Report.] For further details on these report types, see “About Database Reports” on page 45 and “About Printed Reports” on page 47 and subsequent headings.

5 In the Properties Pane, on the General Tab, choose Storage Statistics from the Data from drop-down list.

Figure 32: Reports View: Properties Pane: General Tab.

6 On the Storage Statistics Tab, select an appropriate alternative from the Scan For drop-down list. For further details on the different alternatives, see “The Storage Statistics Tab” on page 50.

7 On the Interval Tab define when you want to generate a report. Select Now, from the Interval Type drop-down list, if you want the report immediately.

8 On the Text Tab customize columns, rows and sorting. For further details, see “Text Tab” on page 53.

9 On the Text Tab, in the Output File name type the path and file name of the report you want to generate. Or browse to a desired location by clicking the browse button.

10 In the Toolbar click the Apply icon.

USAGE 49

REPORTS PROPERTIES PANEIn this section you will get an explanation of every single feature in the Report Properties Pane. Please confer with the details below when designing your Reports.

GENERAL TABFigure 33: Reports View: Properties Pane: General Tab.

ServerThe name of the server which should report data.

NameA unique name for this export.

EnabledChoose whether to perform this Export or not.

Output Type None, Text, Database, or Report [Choose Text to export to file, mail, pop-up, or Clipboard]

Data FromData from one of the Navigation Pane objects, or Storage Statistics:

FilterFilter the data to export using provided expressions, see “Appendix 3: Filter Expressions” on page 156.

THE STORAGE STATISTICS TABFigure 34: Reports View: Properties Pane: Storage Statistics Tab


Scan ForSelect the type of data to be gathered by the reporting engine from the drop-down list.

The alternatives are:Volume Usage: Reports the object names, capacity, size, free space, and usage percentage.Share Usage: Reports shared objects, their capacity, size, available space, and the percentage used.Files by Type: Reports files types in the path, size, number of files, and the average size.Files by Owner: Reports the owners of files in the path, Quota allotted, number of files, and the average file size.Files with Owner: Reports the files and size in the specified path for the specified user.Files without Owner: Reports the files in the specified object, that is owned by a deleted user account.Files by Attribute: Reports the attributes for the files in the specified path.Files with Attributes: Reports files in the specified path with the specified attributes.Files Created Before: Reports the files and size in the specified path created before the date specified.Files Created After: Reports the files and size in the specified path created after the date specified.Files not Modified Since: Reports the files and their size in the specified path, that have not been modified since the date specified.Files Modified Since: Reports the files and their size in the specified path, that have been modified since the date specified.Files not Accessed Since: Reports the files and their size in the specified path, that have not been accessed since the date specified.Files Accessed Since: Reports the files and their size in the specified path, that have been accessed since the date specified.

Output StyleAdditional options in future releases.

PathIf applicable, type the path that should be examined for the particular characteristics.

PatternIf applicable, type the pattern that the reporting engine should use when searching for relevant data, [e.g. *.doc].

OwnerIf applicable, type the owner[s] of the disk object to be reported on.

TimeIf available, enter the time stamp you want the reports engine to use for this scan, i.e. between May 5 and June 8. This setting is only available if you have chosen a report that will generate data about for instance files that were created before or after a certain time.

USAGE 51

AttribsIf applicable, enter the file attributes for the reporting engine to search for.

INTERVAL TABSelect the interval at which the Report should be generated.Figure 35: Reports View: Properties Pane: Interval Tab.

Interval TypeDefine when and how often the report should be run. The alternatives are:

Nowthe report is run as soon as it’s commited to the NQS server. The report will not repeat.Every nth Year/Month/Day/Hour/Minute/Secondthe report will run with the specified interval starting from the time the report is created or modified.On Secondthe report will run once per minute on the specified second of the minute. For example, if you selet On Second and choose 4 in the second field, the report will run every minute on the 4th second of that minute (15:01:04 then 15:01:04, etc...)On Minutesame as On Second, except that the report will run once per hour, on the specified minute and second of every hour.On Hoursame as On Second, except that the report will run once per day, on the specified hour, minute and second of every day.On Weekdaysame as On Second, except that the report will run once per week, on the specified hour, minute and second of the given day of week of every week.On Daysame as On Second, except that the report will run once per month.On Monthsame as On Second, except that the report will run once per year.On Yearthe report will run only once at the given date and time.

Run OnceRun the export only once, regardless of other settings.


TEXT TABFigure 36: Reports View: Properties Pane: Text Tab

Sort on ColsEnter the column to sort the output data on, to reverse the sort order enter the column name followed by a minus sign. If you type “QuotaSize” the item with the item with the largest quota will appear at the top of the table, and the rest of the items will appear in descending order. If you reverse it, by writing QuotaSize-, the item with the smallest quota size will appear at the top of the table and the rest of the items will be sorted by size with the largest item at the bottom of the table.

Group on ColsEnter the columns to group the output data on.

Max RowsNumber of rows to export. Zero means no limit.

Rows Per PageNumber of rows to export per page.

TemplateThe full path of the HTML or text [ .DAT ] template file for data to fill in, template files are customizable using the variables found in “Appendix 2: Filter Variables” on page 153.

Output TypeThe output type for the report:

File - A text or HTML file.Clipboard - Copy exported data to the local Clipboard to be pasted into another application.Mail - Send exported data to an e-mail recipient.Pop-up - Send exported data via a pop-up.

Output FilenameBrowse for, or type the name for the export file, with full path, i.e. D:\Exports\NthSec.htm. If you are creating reports to be stored on a central server don’t forget to specify file name in UNC format.

Output RecipientsBrowse for or enter the address[es] of mail recipients, separated by semi-colons [;].

USAGE 53

Notice! .You cannot edit the templates from a

text editor since they are stored in the registry. If you choose to edit them in the registry be very careful, since changes to the registry can have far reaching and undesired effects.

PRINTED REPORT TABFigure 37: Reports View: Printed Reports Tab.

Sort on ColsSort the report on columns being displayed in the report.

Report Template File:Browse for or enter the Report Template file. [It is actually here that you choose which kind of report you would like to have.]

Output toOutput the report to a file, or the server's default printer.

Output FilenameBrowse for or type the path of the output file.

Edit report template File…Launch the report design program. The report design program has its own on-line help section, for detailed descriptions of its usage please refer to the on-line help or contact Northern's Customer Support.

ABOUT NOTIFICATION TEMPLATESQuota Server can send notifications to users and administrators via standard pop-up, MS Exchange, MS Mail, and SMTP. You are able to edit the Notification templates from within the client and in the registry editor [Regedt32]. However, you are not able to edit the content of the templates by editing the .txt templates found in the Quota Server Templates directory.

There are eight different templates by default they belong to the Standard template group; four templates for user messages, and four templates for administrator notifications:

NAME CONTENT

QS_UserTempl_0 User Message for threshold level 0.



QS_AdminTempl_3 User Message for threshold level 3.

QS_AdminTempl_0 Administrator Message for threshold level 0.




Notice! Which template file is sent depends upon at

which threshold level the notification is triggered. Level0 occurs when the Quota has been set to notify when a level decreases. Consequently, this message is sent when the disk space usage passes down below level 1.

Notice! You cannot change the name of the individual

templates. They must keep their standard names: The reason for this is that they are used at different thresholds, i.e.QS_AdminTempl_3 is used in notifications sent to the Administrator on threshold 3.

These templates are used for both pop-up notifications and e-mail. notifications. Besides plain text, the Notification Templates can also contain internal Quota Server variables that are replaced with their current values when being sent. The variables are entered in the template files enclosed by square brackets. [For further details see “Appendix 4: Notification Variables” on page 158, for a listing of variables that can be used with Quota Server].

There is no need to restart the Quota Server service after having modified a script file. The script modifications will apply immediately, since Quota Server dynamically retrieves the script files each time it sends a notification.

CREATING NEW NOTIFICATION TEMPLATESTemplate files can only be created from within the client.

To create a Notification Template file:

1 Click the Notification Templates icon, on the System tab, in the Navigation Pane, click the “New” icon in the Toolbar. The Templates - Choose a server(s) dialog appears.

2 Choose the server where you want the template to be kept.

3 In the Properties pane, in the Group text field type the name of your new Notification message group, e.g. “Custom Group 1".

Figure 38: Notification Templates View: Properties Pane: Creating a New Notification

4 In the Change the content of the Template write the message you want to send for this threshold.

5 Click Apply.

MODIFYING NOTIFICATION TEMPLATESTemplates can be modified from the client and from Regedt32.

1 Click the Notification Templates icon in the Navigation Pane on the System tab, click the “Modify” icon in the Toolbar. The Templates - Choose a server(s) dialog appears.

2 In the Properties Pane, in the Text tab write the desired Notification message. [Feel free to use any desired variables. See about the Notification “Text tab” on page 57.]


NAME CONTENT

USAGE 55

Notice! You cannot change the name of the individual

templates. They must keep their standard names: The reason for this is that they are used at different thresholds, i.e.QS_AdminTempl_3 is used in notifications sent to the Administrator on threshold 3.

3 Click Apply.

FILTER VARIABLES IN NOTIFICATIONSAll Notification Templates contain [filter] variables. This is data that is updated each time the message is sent. For instance you can send an e-mail to users at a given threshold informing of their quota size and the number of bytes they have used thus far.

CREATING NOTIFICATION TEMPLATE GROUPTo create a Notification Template Group:

1 Click the Notification Templates icon in the Navigation Pane, on the System tab, click the “New” icon in the Toolbar. The Templates - Choose a server(s) dialog appears.

2 Choose the server where you want the template to be kept.

3 In the Properties pane, in the Group text field type the name of your new Notification message group, e.g. “Custom Group 1".

Figure 39: Notification Templates View: Properties Pane: Creating a New Notification

4 Click Apply.

5 Proceed by changing the rest of the User and Admin Notification Templates.

THE NOTIFICATION TEMPLATES PANE

GENERAL TABFigure 40: Notification Templates: Properties Pane: General Tab

ServerThe server where the template is stored.

Group


The group of templates to which this template belongs. It is possible to create multiple groups of templates, and assign different Quotas to use different template groups.

NameEach template needs a unique name, which will be its file name.

File SuffixThe type of file, or file extension, to assign to the template.

TEXT TABFigure 41: Notification Templates View: Properties Pane: Text Tab

Use Ctrl-Enter to shift to a new line in the text. The entered text will be displayed to the notification recipient, with variables replaced by the actual values.

An Example of Notification textDear network user,

You have now used [Data:'UsagePercent']% of your total available disk space of [Data:'QuotaSize'] bytes on [Data:'Server']. If you need more disk space, please reduce the size of your data or remove old data.

Please contact your System Administrator for further information.

The variable [Data:'QuotaSize', StyleMegaBytes] will display the quota’s size in megabytes. The variable [Data:'QuotaSize', StyleAutoBytes] will display the quota in the most appropriate unit be it bytes, KB, MB, GB, or TB.

HISTORY VIEWQuota Server lets you post the result of operations to the Event Log.

There are nine event types that can be posted to the Event log:GeneralFile scanningReportingAccountsNotificationsLicensingExchange Quotas

USAGE 57

Central data StoreCentral Data Store, details

A General event is posted when, for instance, the service starts. A File scanning event is posted when a path is found to be invalid. A Reporting event is posted, for instance, when a report is generated. A Accounts event is posted when Quota Server encounters problems when resolving an account, if the account does not exist. A Notifications event is posted when Actions such as: popups, e-mail, and execute commands are triggered by Quota Server (in response to quota thresholds being reached.

A Licensing event is posted when Quota Server checks if license is valid and when it generates a demo license. An Exchange quotas event is posted when an exchange quota is set, at exchange quota thresholds, etc. A Central data store event is posted when Quota Server encounters errors putting data to the central database. A Central data store, details event is used when you want to check the specific detail of a regular Central data store event, when troubleshooting a database replication error.

POSTING AN EVENT TO THE EVENT LOGTo post an Event to the Event Log:

1 Click the Quota Servers icon in the Navigation Pane, select the desired server in the Display pane, and click the Modify icon in the Toolbar.

2 On the Advanced Logging tab, select the desired event type from the list.

3 In the Toolbar click the Apply icon. The selected event types will post events to the Event Log.

The Events posted to the Event log by Quota Server are also available for inspection in the History View.

QUOTA SERVERS PROPERTIES PANEThe Quota Servers object provides some basic settings for Quota Server servers.

GENERAL TABFigure 42: Quota Servers View: Properties Pane: General Tab


ClientThe machine the client is running on.

ServerThe machine the client is connecting to.

Clear archive bit when lockedThe check box is check as a default. When Quota Server locks a file the archive bit is activated, i.e. marked as manipulated: something that a back-up program will notice. In order to ensure that the file is not backed-up because it was locked Quota Server resets the archive bit to zero [0]. This will make sure that the file is not noticed and backed-up by a back-up program.Load Interception EngineClear box to disable the I/O Interception Engine. User based Quotas will be disabled.

Specific LANAThis setting gives you the possibility to set Specific LANA settings. This might be useful since sometimes, when a server has more than one NIC, there can be conflicts. It can happen that the Service opens the WinSock port on the first NIC which has a specific IP address. But the Quota Server Client, which may be run on a remote machine will get the IP address of the second NIC on the server when it is pinging. To resolve this, tell the Quota Server service to use another NIC by specifying the right LANA value in the “Specific LANA” entry.

Auto Dir Quota as User QuotaIf you select this check box, you specify that all Auto Dir Quotas should work as User Quotas instead of as regular Object Quotas. For further details on the difference between User and Object Quotas, see “User Quotas” on page 24 and “Object Quotas” on page 23.

Send Snmp trapsPlease See Details under “Integration through SNMP” on page 71.

NOTIFICATIONS TABFigure 43: Quota Servers View: Properties Pane: Notifications Tab

Hour to repeat notificationsEnter the hour which notifications should be sent if set to Repeat Notify Daily.Template dirThe directory where the standard template files reside.

Report Template dir:Specify a directory the directory where report templates are stored, if not the default directory.

Suppress pop-up errors from the event log

USAGE 59

If a pop-up is sent to a user or machine which is not on-line, a message is written to the event log. Check this box to eliminate those entries.

MAIL TABThe mail settings for the server. See “Setting Up Mail Notifications” on page 39, for more information.

CENTRAL DATA STOREThe central data store settings for the server. For further details See “Central Data Store” on page 76 and forward.

ADVANCED LOGGINGThe settings for logging from Quota Server. For further details See “History view” on page 57.

ABOUT PERMISSIONSIn Quota Server you can define Permissions for users or user groups. You can share and delimit access and control for various users, which use Quota Server.You can, for instance, define which users should be able to modify Quotas, Exports, Templates, Reports, etc., and which users or groups that will be able to read these objects. This would allow, for instance, the Domain Admins from an organization's master domain to create, modify and delete Quotas, while the Domain Admins at each site are limited to create, modify, and delete Exports and Templates.

By default, the Domain Admins group [which generally includes the global Domain Admins group] have full control of all Quota Server objects. Everyone has read access to the object settings. In order to see the settings.

SETTING PERMISSIONSTo set Permissions:

1 Select the System Tab, in the Navigation Pane, and click the Permissions icon.

2 Create a new set of Permissions on a Quota Server object by choosing Edit > New, or click the New icon. The Choose Server dialog box appears.

3 Choose the desired server from the list and click OK. The Properties Pane becomes available for editing.

4 In the Properties Pane, select the desired item type by clicking the Object browse button. The Quota Server - Object dialog box appears.

5 Select the desired items from the list and click OK.

6 Select the desired account or group by clicking the Account browse button [The Quota Server - Account dialog appears]. Select the desired account in the Network Tree an click OK.


Notice! To view Permissions settings: in the

Network Tree, browse to select the appropriate server, highlight it, right-click and select “View Permissions” from the drop-down menu.

7 From the Rights drop-down list select the desired rights.


MODIFYING PERMISSIONSTo modify existing Permissions:

1 Select the System Tab, in the Navigation Pane, and click the Permissions icon.

2 Select the object in the Display Pane, right-click and select “Modify” from the drop-down menu.

3 Follow steps 4 through 8, in “Setting Permissions” on page 60.

THE PERMISSIONS PROPERTIES PANEFigure 44: Permissions View [in System Tab]: Properties Pane: General Tab

ServerBrowse for or type the name of the server.

ApplicationWill be covered in Quota Server 5.5.

ObjectBrowse for or enter the Quota Server object to the Permissions to which should apply.

AccountBrowse for or enter the accounts or groups that should have these Permissions. The accounts or groups can be global or local.

RightsDefine the rights that the account[s] should have to the Quota Server object. The rights can be None, Read, or Write.

ABOUT CONNECTIONSThe Connections view allows supervision of the various servers that the Quota Server client is connected to. It also shows the state of the connection, and when to reconnect to that server. Objects which have an active connection to the client can be viewed by clicking on that object in the Navigation Pane.

USAGE 61

Notice! The service must exist on the target server in order

for you to add it.

Notice! When Connections are created they are set

to reconnect when the client is restarted next, by default. To change this setting, go to the “Connections” object and clear the “Automatically Reconnect” check box.

ESTABLISHING A CONNECTION TO A SERVERIn order to set quotas or for that matter to view Quotas, report jobs, notification templates, etc. on a particular server, a connection must be established to the desired server.

To connect to a server:

1 Right-click the desired server in the Network Pane. A drop-down menu appears.

2 Select Add Server[s].

If there already is a connection to the service on that server, click Quotas, highlight the Server and select “New”.

To disconnect from a server, highlight the server, right-click and select “Remove Server[s]”.

CONNECTING TO A SERVERTo connect to a server:


Click the Quotas Icon and right-click a server in the network Tree. A drop-down menu appears. Choose “Add server[s]”.Select the Systems Tab in the Navigation Pane. Click the Connections icon.

2 Choose Edit > New, or click the New Icon. The Properties Pane becomes available for editing.

3 Browse to a server, by clicking the To server browse button. Select a server and click OK.

4 Select the desired information by clicking the Object browse button. The Quota Server - Object dialog box appears.

5 Select the desired items from the list and click OK.


THE CONNECTIONS PANEFigure 45: Connections View [in System Tab]: Properties Pane


From ServerCannot be changed, it is always a connection from the local machine.

To ServerBrowse for or type the server name. Selecting servers which are not running Quota Server decreases application performance.

ApplicationNot yet implemented.

ObjectBrowse for or enter the Quota Server object to connect to.

EnabledSelect whether to activate or deactivate this connection.

Connect at Start-upReconnect the next time the Quota Server client starts.

Automatically Reconnect Reconnect to the “To Server” if the service stops and is restarted on that server.

If a connection is lost, and the Automatically Reconnect option is checked, the Quota Server client will poll the service every 30 seconds to see if it has been restarted. In the Display Pane this is visible in the StateDate and StateAPI columns. StateData set to “connected” means data can be exchanged between the service and Client. StateAPI set to “connected” means that the Client has contacted the service and that it is running, StateData will then soon switch to “connected”. Any other setting indicates that the client has not connected with the service.

THE SERVERS PANEThe Servers object provides a list of all servers the client has made a connection to, as well as the state of the Quota Server service on those servers.Figure 46: Servers View [in System Tab]: Properties Pane: General Tab.

ClientThe machine the client is running on.

ServerThe machine which the client is connecting to.

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Automatically Query Service StateIf checked, the client will poll the Server machine every 30 seconds for the status of the Quota Server service.

Automatically Restart ServiceIf checked, the client will try to automatically restart the Quota Server service if it is stopped.

SCENARIOSThis section present you with a number of step-by-step scenarios or example from which you might get inspiration or something of a Tutorial to some of the features in Quota server.

EXAMPLE TEXT REPORTSTo generate Statistic Reports Text or HTML format:

1 Click the Reports icon in the Navigation Pane, then select the desired server in the Network Pane, right-click it and select New.

Figure 47: Reports View: Properties Pane: General Tab

2 Give the report a unique name in the Name field.

3 Select Storage Statistics in the Data From: field. If the Filter field is used, make use of one of the filter variables listed in “Appendix 2: Filter Variables” on page 153.

4 Click on the Storage Statistics Tab.

Figure 48: Reports View: Properties Pane: Storage Statistics Tab.

5 Select the desired report from the Scan For: field. Browse for or select the Path to report on. If the Pattern field is available, select the file type to scan for, or *.* for all files. If the Owner field is available, enter or browse for the account in Domain\Account format. If the Time: or Attribs: fields are available select the desired settings.


Notice! While testing whether report settings are

valid, select to run the report every 30 seconds and a report file should appear within 5 minutes, depending on the type of report and size of the objects being reported on

Notice! The file location is seen from the server’s

perspective.

6 Click on the Interval Tab.

Figure 49: Reports View: Properties Pane: Interval Tab.

7 Select the Interval at which the Report should be run.

8 Click on the Text Tab.

Figure 50: Reports View: Properties Pane: Text Tab.

9 The Template File field is for HTML files by default. If a ASCII output file is desired, browse for the appropriate.DAT template file, by default in the C:\Program Files\Northern\Quota Server \Reports\Text directory.

10 Select an Output To option. Then either type the path and file name for the output file, or select the recipient for the message.

11 For the fields Sort on Cols: and Group on Cols:, the entry must be one of the Tokens used in the report template file. The Tokens objects are in the format [Data:'Object']. The Token is the word within the apostrophes.

12 Go to Edit and Apply or right-click in an empty gray area and select Apply to start the report.

EXAMPLE REPORT ON QUOTASTo generate a typical Quota report:

1 Click the Reports icon in the Navigation Pane, then select the desired server in the Network Pane, right-click it and select New.

2 Give the report a unique name in the Name field.

3 Select Quotas in the Data From: field. If the Filter field is used, make use of one of the filter variables listed in the appendix.

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4 Click on the Interval Tab.

5 Click on the Text Tab.

6 The Template File field is for HTML files by default. If a ASCII output file is desired, browse for the appropriate.DAT template file, by default in the C:\Program Files\Northern\Quota Server \Reports\Text directory.

7 Select an Output To option. Then either type the path and file name for the output file, or select the recipient for the message.

8 For the fields Sort on Cols: and Group on Cols:, the entry must be one of the Tokens used in the report template file. The Tokens objects are in the format [Data:'Object']. The Token is the word within the apostrophes.

9 Go to Edit and Apply or right-click in an empty gray area and select Apply to start the report.

SETTING UP AN EXPORT TO AN SQL DATABASESetting up Quota Server to export Quota data to a MS SQL Server Database is almost as simple as the example above with MS Access. Tests have shown that the performance [how fast the export is completed] is generally better with MS SQL Server.

The steps involved for setting up Quota Server to export data to MS SQL Server, are basically the same steps outlined above for the MS Access connection. In other words, create a table in a Database, define columns, define the ODBC DSN information, define the export job settings in the Quota Server GUI and that’s it. Please refer to the example of setting up a MS Access Database export above. One thing that differs though, is how the columns in the Database should be defined:

You will need to know what type [varchar, int, etc.] and size [number of characters, etc.] the columns should have. A list of the various types and sizes can be found in Appendix.You must index and cluster the first two columns in the table. The first two columns should always be Server and Object.

An example of a table in MS SQL Server could look like this:

Remember to have both columns Server and Object clustered!

COLUMN NAME COLUMN TYPE SIZE

Server Varchar 40

Object Varchar 255

Account Varchar 255

QuotaSize Float

Usage Float

UsagePercent Float


Stored Procedures [optional]If you want to perform more advanced things, such as creating a Database for trends, insert time stamps etc., enter the desired Stored Procedure[s] into the appropriate field. A thorough explanation of Stored Procedures is beyond the scope of this manual, please consult the Database application documentation for what Stored Procedures involve and whether your system supports them.

CONFIGURING STORAGE PORTALFor all information relating to configuring Northern Storage Portal and integrating these two components of Northern Storage Suite, please refer to the Northern Storage Suite Deployment Guide.

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TECHNICALADVANCED TOPICSThis section deals mainly with advanced aspects or specific usage of Quota Server. The topics included in this section are not an exhaustive account of all the advanced possibilities available in Quota Server, but merely a selection of the most frequently used. However, NORTHERN offers personalized, in-depth information on specialized, or very specific topics through the Customer Support Program [for further details on Customer Support, go to www.northern.net/support].

The topics included in this section are:Multiple Network AdaptersQuota Server on Cluster serversCOM/APICommand-line toolsODBC supportActive Directory support

MULTIPLE NETWORK ADAPTERSWhen the Quota Server service starts it binds itself to the systems first network adapter [also known as NIC or LANA]. If your server has multiple network adapters and they are configured for different network segments, the first NIC might not be the one you want Quota Server binding to. In that case you can change the NIC by altering the ”SpecificLANA” entry in the registry [HKEY_LOCAL_MACHINE\SOFTWARE\Northern\Quota Server 6\Server]. Running the "ipconfig /all" command from a command prompt will give you a list and the order of all NICs available to you. The first NIC is NIC 0 means, the second NIC 1, etc. Please see Microsoft Windows documentation for information regarding editing the registry and more information on NIC configuration.

QUOTA SERVER ON CLUSTER SERVERSNorthern Storage Suite is a cluster-aware application, which means that for practical purposes the components of the suite treat virtual servers exactly like physical servers. Quotas and reports on virtual servers can be setup in exactly the same manner as on physical servers, via the Explorer, the Quota Server client or command-line tools.

The Quota Server cluster resource DLL:s will ensure that when a cluster group fails over, the Quota Server resource will be started on the new host node, and will automatically have the current information concerning all Quotas and reports. For the administrator, this means that all Quotas and reports need to be created only once, regardless of which cluster node hosts the virtual server that Quotas are created on. Similarly, when Quotas or reports are modified, the change will be updated to any potential owners of the virtual server.

The Northern Storage Suite Deployment Guide, which can be found in the Northern Storage Suite installation directory includes all considerations relating to Microsoft Cluster Server

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installation and configuration. Please read the relevant sections of the Deployment Guide carefully and thoroughly.

INSTALLING ON MICROSOFT CLUSTER SERVERSFor in depth installation information please refer to the Northern Storage Suite Deployment Guide, which can be found in the Northern Storage Suite installation directory.

MANAGING QUOTAS ON VIRTUAL SERVERSIn order to create Quotas on a virtual server, either connect to the virtual server via your Network Neighbourhood and use the Explorer right-click menu option, or set Quotas on the virtual server through the Quota Server client, as per a stand-alone server.

On a cluster Quotas should never be created on the physical nodes. Quotas should only be set on virtual servers that are configured with Quota Server and NSS resources.

INTEGRATING WITH OTHER SYSTEMSIn mixed enterprise environments, there is often a need of integrating Quota Server with other management systems. This can be achieved in different ways. The following is intended to give some information on available options.

Using the Quota Server COM API. The COM API [Application Programming Interface] exposes a library of function-calls that can be used for accessing Quota parameters. Everything that can be achieved through the regular Quota Server Client GUI can also be achieved through the COM API. The API can be used from Visual Basic, Visual C++, Microsoft Excel and other similar packages.

A set of easy-to-use command-line tools are available in the Tools sub-directory of the Quota Server installation directory. There are tools that can export Quotas, import Quotas, report on Quota usage, delete Quotas, and set individual Quotas.

The following is just a couple of examples of how integration has been achieved by our customers:

An integration between the Human Resource module in SAP R3 was done through the COM API from Visual Basic. Whenever a new employee arrived, the Human Resource module would create a Windows NT account, a home-directory and assign an associated disk Quota.A replacement of the Quota Server GUI was achieved by another customer that wanted a couple of custom screens to look at. By using Microsoft Excel and the built-in Visual Basic for Applications, they created a custom Quota Server management station within Excel.A global computer company, created an SNMP integration with their existing Hewlett-Packard OpenView system, by reading the Performance Monitor counters. That provided them with statuses such as Number of Locked Quotas on a server, etc. They were also able to generate warning thresholds in OpenView based on the Quota Server parameters.


Notice! If the Quota Server service is not

running, and a Quota is deleted using QSDelete, the underlying object will not be un-locked if it was previously locked.

If you have any questions on a particular type of integration, or need help with integration and if you’ve purchased membership of the NORTHERN Customer Support Program, please contact Northern Customer Support [[email protected]] for assistance.

INTEGRATION THROUGH SNMPQuota Server provides the power of SNMP use. This means that Quota Server can make use of the SNMP service on the server, and “ask” it to trap types of data. As soon as a quota is created or modified the trap will catches information (data) about that quota’s “Object”, “Account” and “Status”. These quota parameters are then available for sharing in between any applications that can integrate with SNMP.

The details concerning the definition of the trap can be found in the mib file. The definition is set to trap:

QSObjectQSAccountQSOldStatusQSNewStatus

USING THE COMMAND-LINE TOOLSQuota Server comes with a set of command-line tools [or batch command tools] for manipulating Quota information from the command-line. You can use these tools to integrate Quota Server with other applications, or build your own Quota management application based on the Quota Server engine.

The command-line tools are located in the sub-directory Tools of your Quota Server installation directory. The exact syntax of each tool can be viewed by simply running the tool with no parameters. Examples and full syntax will be shown on the screen.

All tools can be used to manipulate Quotas on either a local computer or a remote computer. The tools that are available are:

QSExportExports Quota definitions to screen, which you can re-direct to a simple text file. Open this text file in an editor [in Microsoft Excel, for example] and manipulate the information, and then re-enter the Quota information into Quota Server using the QSImport tool.

QSImportImports Quota definitions from a text file into Quota Server. The text file must have the same layout as the one QSExport uses. For instance, export Quotas first with QSExport and use that information as a template. QSImport will overwrite possible existing Quotas with new definitions.

QSDeleteDeletes Quota definitions from a Quota Server. A Quota that is deleted is immediately removed from the Quota Server memory. If the underlying was locked, it will be unlocked automatically. For this to happen, the Quota Server service must be running while performing the delete.

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Notice! For the command-line tools to work, the file

QSComApi.dll must be installed on your computer and have been registered.

QSUnlockThe Command-line tool QSUnlock is back, [it was previously available in 4.6). It is a tool that can unlock the lockings imposed by Quota Server.

QSSetSets a single Quota. An ideal example of when to use this tool is in your batch scripts when creating new users and home directories. The QSSet tool uses a file named SETTINGS.DEF, which contains default settings for a Quota, some of which can be overridden by arguments available in the QSSet tool.

The command-line tools are written in C++ using the Quota Server COM API. The source code is available in the Quota Server SDK,

For the command-line tools to work, the file QSComApi.dll must be installed on your computer and have been registered. If you want to use the tools from a computer where Quota Server is not installed, you must copy the file to that computer and then run the string:

REGSVR32.EXE Full Path to File \QSComApi.dll

USING THE ODBC DATABASE EXPORTYou can set Quota Server to export Quota information to an ODBC-compliant database. For information on how to make Quota Server write the Quota information to, for instance, a Web Server, or an accounting program, see “About Database Reports” on page 45. You can export all the Quota data, or just a small selection of Quota data. You can export, for instance, all locked Quotas, or all the locked Quotas of the Sales department in New York. The selection can be done by using a filter expression.

ACTIVE DIRECTORY SUPPORT FOR MAILQuota Server has a feature for sending e-mails to users and administrators when Quota limits are reached, or when Quota thresholds are passed. This however, requires the administrator to set the recipient e-mail address for each Quota manually, or to use one of the tokens [such as %account, %user] for further details see “About Notifications” on page 39.

If a site has Active Directory [AD] or any other LDAP compliant Directory Service, there is an additional way of defining the e-mail address of each intended Quota Server notification recipient, which greatly simplifies the Quota definition process. Since Quota Server can automatically contact the Directory Service to obtain an e-mail address for the notification recipient whenever it needs to send an e-mail, all the administrator needs to do is to instruct Quota Server how to contact the Directory Service, and which item to retrieve [such as the e-mail address]. This way, you can define a routine for obtaining the e-mail address that will work for every Quota that is to be set up, thus reducing the manual work involved.

SETTING UP QUOTAS WITH AD MAIL-INTEGRATIONIn the Quota Properties Pane, in the Notifications Tab, there is a Mail Address field for both user and administrator notifications. Typically, you would enter an e-mail address such as


[email protected]. Alternatively, one can give a description in this field, describing how to look up the e-mail address in a Directory Service.

For example, to set up a Quota on the home directory of user JOHNDOE and configure Quota Server to find this user’s e-mail address in the ADS. With Microsoft Active Directory Services, you will need to perform these steps:

1 Determine the path in Active Directory Services to the user account container.

2 Launch the program called ADSIEdit.msc from the Command Prompt.

3 In the Active Directory Service Interface, find the user JOHNDOE. View the properties of this account and find the text field describing the “distinguished name” of his account. Here is an example of the distinguished name format:

LDAP://server.domain.com/cn=JOHNDOE,cn=users,dc=domain,dc=com.

This is the “connection string” that Quota Server will use to look up the e-mail address. The connection string [above] points to a particular domain controller, called SERVER, and to a particular user called JOHNDOE.

4 To reuse a connection string for different Quotas and recipient, it is necessary to change the connection string and to use Quota Server notification variables. First, remove the segment that points to a particular domain controller computer, in case the database is moved. Second, remove the name JOHNDOE and replace it with a Quota Server notification token (these tokens are described in “Appendix 4: Notification Variables” on page 158]. The string should look like the following, after it has been modified:

LDAP://cn=%ACCOUNT,cn=users,dc=domain,dc=com

The %ACCOUNT token takes the name of the NT user account that you have set the Quota for. For this particular Quota it is JOHNDOE. If you want to use the same Quota settings as a template for other Quotas [i.e. Auto Dir, Auto User, or Template Quota] it is possible to use a general token.

5 Determine the path in Active Directory Services to the user account container

6 In the Active Directory Service Interface dialog box, there is a drop-down list box containing all the properties that can be set for this account, such as telephone number, first name, last name, etc. Find the property that is used to hold the e-mail address for a user, by default it is called “mail”. Other mail systems may extend the Active Directory schema with other properties.

In the "Mail Address” field of the Quota, enter the property name that holds the e-mail address. If the default name is used, the entry should be:%AD[LDAP://cn=%ACCOUNT,cn=users,dc=domain,dc=com] [mail]

Please note that:

TECHNICAL 73

1 %AD tells Quota Server that it should connect to a Directory Service.

2 The text inside of the first pair of brackets will be used as the location path in the Active Directory database.

3 The text inside the second pair of brackets tells Quota Server which property value to look up and use as the mailing address.

The information that Quota Server obtains from the Directory Service will only be obtained at the time for the actual sending of the e-mail. In other words, Quota Server will not contact the Directory Service during start-up to resolve all e-mail recipient fields.

THEORY OF OPERATIONS - USER / OBJECT TYPE QUOTASQuota Server is a product designed to monitor disk-space usage and prevent over-utilization of storage. The administrator defines how large certain disk objects are allowed to grow, and Quota Server will monitor these objects and enforce all administrative limits set.

In Quota Server, the monitoring and enforcing of disk Quotas can be done in two different ways, using two different core engines. You can use just one of these engines, or a combination of both. The administrator can make the decision as to which engine best suits her network environment or the needs of a specifc disk object type. When a Quota is defined, you select the “Quota Type”. The type of Quota will decide the engine which will be used to monitor the disk object in question.

USER QUOTASIf the type of Quota selected is “User Quota”, the engine used will be the Interception Engine. The Interception Engine is a device driver process, much like a driver for a graphics card or a mouse. The Interception Engine intercepts I/O packets going to and from the file system. The Interception Engine determines the user account that generates the I/O packet, which could be the saving of a file for example, and then it calculates whether the amount of data saved is within the disk Quota limit for the user. If it is, the device driver will let the save operation pass through and the save operation will be completed. If the save operation would take the user account above the Quota limit, or threshold, the Interception Engine will deny the I/O operation, thus hindering the process from being completed.

Regardless of the name, a User Quota is normally not set on users but on disk objects [folders or shares for instance] but can also be set on users. User Quotas can either take all usage or the actual user usage into account when accounting disk Quotas. In most cases User Quotas will be set for Everyone. In this mode Quota Server accounts for all usage disregarding the owner of the files [it even accounts for files without any owner]. However, User Quotas can also be set for specific users and then only account for files owned by that specific user.

A User Quota is the most efficient and powerful Quota Type of the two basic Quota Types User and Object Quotas. User Quotas also produce less system overhead compared to Object Quotas. For these reasons Northern recommends to always use User Quotas, unless in very specific circumstances.


OBJECT QUOTASIf the type of Quota selected is “Object Quota”, the engine will be a regular NT service. The service will be notified by the file system, whenever there is a change to a disk object with a Quota. Upon that file change, Quota Server will calculate the size of the disk object to determine whether the object is above its Quota. If it is, Quota Server will adjust the security Permissions for that disk object ensuring that no user can enlarge the data that is stored in that disk object. Users will still be able to delete files and data, as well as open and execute programs and documents. Only writing and enlarging files is prohibited by the NT security permissions applied by Quota Server. The actual enforcement of these permissions is handled by the operating system itself.

An Object Quota does not have the possibility to take into account which user actually takes the disk object in question over the specific threshold. The Quota is simply applied to the entire disk object. For example, if an Object Quota of 50Mb is applied to D:\Users\John, it does not matter if user ANDY fills up the JOHN directory. When the object reaches 50Mb, Quota Server will block that object from growing larger.

Object Quota is a legacy Quota Type and should not be used unless in very specific circumstances. The recommended Quota Type is User Quota.

TRACKING DISK USAGE OVER TIMEAdministrators often need to tracking Quota information over time. For instance if they need to track the disk usage growth of a particular department, or a particular server.

The best way to achieve this kind of an overview, is to have Quota Server export the desired selection of Quota information (using the filtering options] to an ODBC-compliant database. In the database table, administrators could add a column called “Date” and have Quota Server add the date or time-stamp of the export. And then have Quota Server repeatedly export the Quota information into this table, over and over again, but with different time-stamps. Each record could contain these columns, and it would look like this in the database:

With this data at hand, you can easily produce good visual reports using a reporting package of any type. For example, Microsoft Access or Crystal Reports.To get the time of the export (the time-stamp] into the column “Time”, you need to create a SQL routine. This routine, known as Stored Procedures in Microsoft SQL terminology, would then be used by Quota Server to perform certain SQL updating, such as inputting the current time of day to the column “Time”. The routine can also be made to do other things, like summing up columns etc.

For more information on using the Database Exporting, see “About Database Reports” on page 45 and subsequent headings.

SERVER OBJECT USER QUOTA SIZE TIME

PLUTO D:\Fax Everyone 1024000 50000 5/10/99

PLTUO D:\Fax Everyone 1024000 80000 6/10/99

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For further reading on creating and using Stored Procedures, please refer to available Microsoft SQL Server documentation, or if you are a member of Northern Customer Support contact: [[email protected]].

CENTRAL DATA STORETo create a central depository for Quota Server data you can employ the Central Data Store [CDS]. CDS is a two-way replication routine created between Quota Server’s registry settings and a central data depository such as Active Directory or MS SQL.

USING ACTIVE DIRECTORY AS CENTRAL DATA STORETo ensure two-way replication between Quota Server’s Registry settings [Quota settings, scheduled Reports, client settings, server settings, etc.] and Active Directory you must prepared the Active Directory by extending the schema [please see Microsoft Windows documentation for the implications of extending the schema]. This is done by running the Active Directory Integration Wizard in the Quota Server Client. After this the Quota Server Service can be configured to enable the Active Directory Central Data Store.

Preparing the AD Integration

1 Make sure that the Quota Server service is run with an account that has sufficient privileges to change the Active Directory Schema.

2 Choose Tools > Active Directory Wizard. The Wizard appears.

3 Follow the steps of the wizard.

Configuring the Active Directory ReplicationIn order to avoid any unnecessary replication of the AD you should make sure that the AD replication settings in Quota Server are set to reasonable intervals.

In the Quota Servers View, on the Central Data Store tab you can set how often Quota Server settings should be replicated to the AD.Figure 51: Quota Servers View: Central Data Store tab

To configure the AD replication:

1 Click Quota Servers in the Navigation pane. Select the desired Quota Server server in the View pane. The properties pane becomes available for editing.


2 In the Properties pane, on the Central Data Store tab, select ’AD’ from the Data Store Mode drop-down list box.

3 Edit replication interval settings if necessary.

USING MS SQL AS CENTRAL DATA STOREWhen you proceed with the preparations for the Central Database you could either give Quota Server an already existing SQL account, or define an account especially for Quota Server only. In “Creating a New Database in MS SQL” on page 77 and subsequent headings, you will find details describing how to create a database for Quota Server, a description of how to create a new account in SQL and how to assign it to Quota Server.

General ProcessTo implement a two-way replication between the Registry and MS SQL follow the following general process:

1 Create a database in MS SQL for Quota Server’s Registry information. For more details, See “Creating a New Database in MS SQL” on page 77

2 Give Quota Server an SQL account. For more details, See “Adding an Account for Quota Server” on page 79.

3 Create a system DSN. For more details, See “Creating System DSN” on page 80.

4 Run the Database Integration wizard in Quota Server. For more details, See: “Preparing the Database” on page 82.

5 Define the properties for the database replication. For more details, See “Configuring the Replication” on page 82.

Creating a New Database in MS SQLSince Quota Server will replicate its Registry data to a database you have to set up a database in Microsoft SQL. The steps you have to take in MS SQL Server is described below.

To create a new MS SQL database:

1 Choose: Start > Programs > Microsoft SQL Server > Enterprise Manager.

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Figure 52: Starting Microsoft SQL

2 In the MS SQL Manager, expand your desired SQL server and right-click the Databases directory and select “New database...” from the drop-down menu. The Database Properties dialog appears.

Figure 53: Creating a new database in MS SQL


3 Give the new database a name, e.g. “SRMNEW”, and click OK.

Figure 54: Database Properties dialog box

4 Give Quota Server permissions to the database. For further details on how to create and define an MS SQL account, See “Adding an Account for Quota Server” on page 79.

Adding an Account for Quota ServerTo create an SQL account for Quota Server:

1 In the SQL Enterprise Manager, right-click the Login object in the Security folder.

Figure 55: SQL Server Login Properties - New Login dialog box

2 In the New Login dialog box, type the name of the new user in the Name text field. Verify that the option SQL Server Authentication has been selected, and type the password in the Password text field.

3 Select the database you wish to use from the Database drop-down list box. Click OK. An Error message appears.

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Figure 56: Error message

4 Click ’Yes’ to continue.

5 In the SQL Enterprise Manager, right-click the Users object in the database you wish to use and select “New database User...” from the shortcut menu. [All databases are found in the Database folder].

Figure 57: Database User Properties - New User dialog box

6 Select the desired User Account from the Login name drop-down list box. And select the option db_owner for this account

7 Click OK.

Creating System DSNTo create a System DSN for Quota Server:

1 Start > Programs > Administrative tools > Data Sources [ODBC] > System DSN tab.


Figure 58: The System DSN tab in Data Sources [ODBC]

2 Click the Add button. The Create New Data Source dialog appears.

3 Select “SQL Server” in the list box. Click Finish. The Create a New data source to SQL server Wizard appears.

Figure 59: Create a New Data Source to SQL server Wizard

4 Type the name of the DSN you wish to create in the 'Name' field, and provide any relevant description in the ’Description’ text field.

5 Type the name of your MS SQL server in the 'SQL Server' field. Click Next.

6 Select the option “With SQL server Authentication...”, and supply the relevant MS SQL logon credentials below.

7 Click the Client Configuration button and verify that the setting TCP/IP has been selected. Click Next.

8 If necessary, edit the setting for default database to the relevant database. Click Next.

9 Click Finish. The ODBC MIcrosoft SQL server setup dialog appears. Click the ’Test Data Source’ button to perform a test run. Verify that the engine returns the message “Tests completed succesfully”. Click OK.

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10 Click OK again to exit the wizard.

Preparing the Database To replicate Quota Server’s Registry settings to a Central Data Store:

1 Choose: Tools > Central Data Store Wizard. The Wizard appears.

2 Follow the instructions of the Wizard. Make sure that you provide the name of the database you’ve created under “Creating a New Database in MS SQL” on page 77, and the account that you created under “Adding an Account for Quota Server” on page 79.

CONFIGURING THE REPLICATION To configure the replication:

1 Click Quota Servers in the Navigation pane. Select the desired Quota Server server in the View pane. The properties pane becomes available for editing.

2 In the Properties pane, on the Central Data Store tab, select ’Database’ from the Data Store Mode drop-down list box.

Figure 60: Quota Servers view: Central Data Store tab.

3 Type the name of the DSN [created in “Creating System DSN” on page 80] in the Database DSN text field.

4 Provide the logon credentials for the database, [created in “Adding an Account for Quota Server” on page 79].

5 In the Toolbar click the Apply icon.sss


APPENDIXAPPENDIX 1: EXPORT FIELD TYPES & SIZES

FIELD NAME TYPE SIZE

SERVER VARCHAR 255

OBJECT VARCHAR 255

ACCOUNT VARCHAR

QUOTASIZE FLOAT

USAGE FLOAT

USAGEPERCENT FLOAT

INCLUDESUBS INT

L1_ENABLED INT

L1_THRESHOLD FLOAT

L1_ACTION INT

L1_USERNOTIFY INT

L1_ADMINNOTIFY INT

L2_ENABLED INT

L2_THRESHOLD FLOAT

L2_ACTION INT

L2_USERNOTIFY INT

L2_ADMINNOTIFY INT

L3_ENABLED INT

L3_THRESHOLD FLOAT

L3_ACTION INT

L3_USERNOTIFY INT

L3_ADMINNOTIFY INT

USERPOPUPRECIPIENTS VARCHAR 255

USERMAILRECIPIENTS VARCHAR 255

USEREXECNAME VARCHAR 255

USEREXECPARAMS VARCHAR 255

ADMINPOPUPRECIPIENTS VARCHAR 255

ADMINMAILRECIPIENTS VARCHAR 255

ADMINEXECNAME VARCHAR 255

ADMINEXECPARAMS VARCHAR 255

EDITOR VARCHAR 255

CUSTOM1 VARCHAR 255

APPENDIX 83

CUSTOM2 VARCHAR 255

CUSTOM3 VARCHAR 255

FIELD NAME TYPE SIZE


APPENDIX 2: FILTER VARIABLES

VARIABLE DEFINITION EXAMPLE

SERVER NAME OF SERVER TAURUS

QUOTA QUOTA SIZE IN BYTES 100 000 000

USAGE CURRENT USAGE OF THE QUOTA OR

-1=INVALID QUOTA

-2=INTIALIZING QUOTA

-3=NOT APPLICABLE

-4=DISABLED QUOTA

OBJECT PATH TO THE FILE SYSTEM OBJECT WITH THE

QUOTA

C:\USERS\JOHND

INCLUDESUBS INCLUDE SUB DIRECTORIES IN QUOTA

0=EXCLUDE

1=INCLUDE

1

‘USAGEPERCENT’ USED IN PERCENTAGE OF QUOTA 80

STATUS LOCK STATUS OF QUOTA

0=UNLOCKED

1=LOCK DIR

2=LOCK DIR & CLOSED FILES

3=LOCK DIR & ALL FILES

ADDED TO

0 = LEVEL0

4 = LEVEL1

8 = LEVEL2

16=LEVEL3

3

EDITOR CURRENT EDITOR OF A QUOTA DEFINITION [IF

ANY]

ADMINISTRATOR

USEDVALID QUOTA VALID, DOES OBJECT EXIST

0=INVALID

1=VALID

1

ACCESSMODE MONITORING METHOD FOR OBJECT

0=NORMAL

1=LARGE

2=INTERVAL

0

POLLINTERVAL INTERVAL IN SECONDS [IF INTERVAL SCANNING

IS USED]

60

OBJECTTYPE TYPE OF OBJECT

0=DIRECTORY

1=FILE

0

USERPOPUPRECIPIENTS USER NOTIFICATION NAMES JOHND

ADMINPOPUPRECIPIENTS ADMIN NOTIFICATION NAMES ADMIN

APPENDIX 85

USERMAILRECIPIENTS USER E-MAIL NOTIFICATION NAMES JOE@COM-

PANY.XX

ADMINMAILRECIPIENTS ADMIN E-MAIL NOTIFICATION NAMES ADMIN@COM-

PANY.XX

USEREXECNAME USER EXECUTE FILE NAME DIR

USEREXECPARAMS USER EXECUTE PARAMS [FOR THE ABOVE FILE] C:\ > FILE.TXT

ADMINEXECNAME ADMIN EXECUTE FILE NAME DIR

ADMINEXECPARAMS ADMIN EXECUTE PARAMS [FOR THE ABOVE FILE] C:\ > FILE.TXT

ENABLED IS QUOTA ENABLED?

0=DISABLED

1=ENABLED

1

NOTIFYUP NOTIFICATIONS WHEN GOING ABOVE THRESH-

OLDS

0=DISABLED

1=ENABLED

1

NOTIFYDOWN NOTIFICATIONS WHEN GOING BELOW THRESH-

OLDS

0=DISABLED

1=ENABLED

0

REPEATNOTIFY REPEAT NOTIFICATIONS DAILY

0=DISABLED

1=ENABLED

0

CUSTOM1 CUSTOM TEXT FIELD NUMBER 1 CANADA

CUSTOM2 CUSTOM TEXT FIELD NUMBER 2 TORONTO

CUSTOM3 CUSTOM TEXT FIELD NUMBER 3 SALES

‘L1_ENABLED’ THRESHOLD 1 ENABLED

0=LEVEL INACTIVATED

1=LEVEL ACTIVATED

1

‘L1_THRESHOLD' THRESHOLD 1 PERCENT 80

‘L1_ACTION’ THRESHOLD 1 LOCK ACTIONS

0=PASS

1=LOCK DIR


3=LOCK DIR& ALL FILES

0



‘L1_USERNOTIFY’ THRESHOLD 1 USER NOTIFY OPTIONS

0=NONE

1=POPUP

2=MAIL

3=POPUP & MAIL

4=EXECUTE

5=POPUP & EXECUTE

6=MAIL & EXECUTE

7=ALL

1

‘L1_ADMINNOTIFY’ THRESHOLD 1 ADMIN NOTIFY OPTIONS

0=NONE

1=POPUP

2=MAIL

3=POPUP & MAIL

4=EXECUTE

5=POPUP & EXECUTE

6=MAIL & EXECUTE

7=ALL

0


0=LEVEL INACTIVATED

1=LEVEL ACTIVATED

1

‘L2_THRESHOLD’ THRESHOLD 2 PERCENT 90

‘L2_ACTION THRESHOLD 2 LOCK ACTIONS

0=PASS

1=LOCK DIR



1


0=NONE

1=POPUP

2=MAIL

3=POPUP & MAIL

4=EXECUTE

5=POPUP & EXECUTE

6=MAIL & EXECUTE

7=ALL

1

‘L2_ADMINNOTIFY’ THRESHOLD 2 ADMIN NOTIFY OPTIONS

0=NONE

1=POPUP

2=MAIL

3=POPUP & MAIL

4=EXECUTE

5=POPUP & EXECUTE

6=MAIL & EXECUTE

7=ALL

2


APPENDIX 87


0=LEVEL INACTIVATED

1=LEVEL ACTIVATED

1

‘L3_THRESHOLD’ THRESHOLD 3 PERCENT 100

‘L3_ACTION THRESHOLD 3 LOCK ACTIONS

0=PASS

1=LOCK DIR



3


0=NONE

1=POPUP

2=MAIL

3=POPUP & MAIL

4=EXECUTE

5=POPUP & EXECUTE

6=MAIL & EXECUTE

7=ALL

3

‘L3_ADMINNOTIFY’ THRESHOLD 2 USER NOTIFY OPTIONS

0=NONE

1=POPUP

2=MAIL

3=POPUP & MAIL

4=EXECUTE

5=POPUP & EXECUTE

6=MAIL & EXECUTE

7=ALL

2



APPENDIX 3: FILTER EXPRESSIONS

Constants

UsageFunctions

OPERATOR DEFINITION SAMPLE

= A IS EQUAL TO B CUSTOM1 = LONDON

<> OR != A IS NOT EQUAL TO B CUSTOM2 <> CAIRO

>= A IS LARGER THAN OR

EQUAL TO B

USAGE >= 10 000

> A IS LARGER THAN B USAGE > 5 000

<= A IS SMALLER THAN OR

EQUAL TO B

USAGE <= 1 000 000

< A IS SMALLER THAN B USAGE < 12 000 000

+ A PLUS B QUOTA + USAGE =

15000

- A MINUS B QUOTA - USAGE > 0

* A MULTIPLIED BY B USAGE * 10 < QUOTA

/ A DIVIDED BY B USAGE / QUOTA = 0.25

AND A IS TO B AND C IS TO D CUSTOM1 = CANADA

AND CUSTOM2 =

SALES

OR A IS TO B OR C IS TO D USAGE > 10 OR QUOTA

< 10 000

CONSTANT DEFINITION SAMPLE

“” HAS NO VALUE, IS EMPTY CUSTOM1 = “LONDON”

OPERATOR DEFINITION SAMPLE

COLMIN(] LOWEST VALUE FOUND IN COLUMN USAGE = COLMIN(USAGE]

COLMAX(] HIGHEST VALUE FOUND IN COLUMN USAGE = COLMAX(USAGE]

COLSUM(] SUM OF COLUMN USAGE / COLSUM(USAGE] > 0.1

COLAVG(] AVERAGE VALUE IN COLUMN USAGE > COLAVG(USAGE]

MIN(] RETURNS THE LOWEST OF TWO VALUES MIN(USAGE, QUOTA]

MAX(] RETURNS THE HIGHEST OF TWO VALUES MAX(USAGE, QUOTA]

VALID(] HAS A VALID VALUE VALID(USAGE]

INVALID(] HAS AN INVALID VALUE INVALID(USAGE]

LCASE(] FORCE LOWERCASE* LCASE(CUSTOM1] = “SALES”

UCASE(] FORCE UPPERCASE* UCASE(CUSTOM2] = “USA”

APPENDIX 89

*Expression comparisons are case sensitive, therefore in order to avoid that any Quotas with inconsistent case usage are excluded the LCase and UCase functions can be used. For instance, if you wish to view all Quotas that have a Custom1 field equal to “LONDON” but you don’t want any instances where London has been written with other casing, such as “london” or “London” to be excluded, you would enter: UCase(Custom1) = “LONDON”


APPENDIX 4: TEMPLATE VARIABLESThe following variables can be used in the text of notification templates and report templates. Northern Quota Server will parse the template text and replaced the variable tag with the variable value.

For example, if a notification template text is:The quota on [Data:Object] has reached [Data:Usage] bytes.

Then the notification sent by NQS can look like this:The quota on \\myserver\mypath\mydir has reached 85467 bytes.

Notice that you also can use style variables. For instance you can use the megabyte style variable to have all size values made into megabytes, or the autobytes style variable to have all size values rendered in the appropriate size value [KB, MB, GB, TB or K, M, G, T].To make the reports engine return all quotas in megabytes, use the following style variable: [Data:’QuotaSize’, StyleMegaBytes]

To make the reports engine return all quotas in the appropriate size unit, use the following style variable:[Data:’QuotaSize’, StyleAutoBytes]

All variables given in Appendix 2 can be used as well with the same format, as for example:[DATA:’variable_name’].So for example to get the administrator email in a notification template, you can use the tag:[Data:‘L3_AdminNotify’]

FIELD NAME USAGE

SERVER [DATA:'SERVER']

OBJECT [DATA:'OBJECT']

ACCOUNT [DATA:'ACCOUNT']

QUOTASIZE [DATA:'QUOTASIZE']

USAGE [DATA:'USAGE']

USAGEPERCENT [DATA:'USAGEPERCENT']

CUSTOM1 [DATA:'CUSTOM1']



APPENDIX 91

APPENDIX 5: THRESHOLD ACTION VARIABLES

There are a number of variables that can be used in parameters of threshold actions, i.e. as recipient for popup and mail or as arguments to the execute action. These are:

Note that:• %USER• %USER$• %SHAREMAPPEDUSERS• %SHAREACTIVEUSERSrequire the Quotas to be set on the shared object for example \\ServerName\ShareName.

VARIABLE USAGE VALUE

%USER Replaced with the name of the directory with the Quota. For example,

using %USER with a Quota on \\Machine\Users$\LeahM will send a

notification to the domain account LeahM. This variable can also be

used the same way for a mail address, for example

%[email protected] will send a mail to [email protected].

%USER$ Same as %USER but remove trailing $ of the share with the Quota. Use

this variant when the Quota is set on a share of the form

\\Machine\Users\LeahM$.

%SHAREMAPPE-

DUSERSReplaced with the name of all users with mapped network drives to the Quota object

%SHAREAC-

TIVEUSERSReplaced with the name of all users with a currently open file in the Quota object

%AUTOUSER With AutoUser Quotas, replaced with the account the generated User Quota applies to. In the case of e-mail, the following is required, for a NT Account name DomainX\RKelly, there must be a e-mail address [email protected]. In the e-mail recipient field, enter %[email protected].

%ACCOUNT Replaced with the account the Quota applies to [Quota should not be set on Everyone]. In the case of e-mail, the following is required, for a NT Account name DomainX\RKelly, there must be a e-mail address [email protected]. In the e-mail recipient field, enter %[email protected].

+GROUP NAME Use in the Popup or Email Receiver field to indicate that each member of a domain group should receive a pop-up/email. For example, +PowerUsers will send a pop-up message to each member of the PowerUsers domain group.


APPENDIX 5: MENU ENTRIES

FileWorkspaces: The first three File Menu entries relate to Workspaces. When you design a Display Pane Page, resize the Display Pane columns, or filter the Display Pane these settings can be saved as a workspace. If you save a workspace with opened to a particular Page, that page will be opened by default when the workspace is opened.

New Workspace: Reset all workspace settings to the default values. Open Workspace: Load a saved workspace for viewing.

Save Workspace: Save all workspace settings using a unique name so that the preferred view can be easily loaded.

Print: Print the data being viewed in the Display Pane.

Exit: Close the Quota Server client.

EditClicking on the File Menu Edit will bring up the following list of options:

New: Create a new Quota, Report, Notification Template, etc. The type of new object create will be determined by the Navigation Pane object selected.

Modify: Highlight an existing Quota, Report or Notification Template, and select this to modify.

Apply: Apply the settings that have been made in the Properties bar.

Cancel New/Modify: Discard the settings made in the Properties Pane without saving.

Delete: Delete the highlighted object[s] in the Display Pane.

Pages: Launch the View Wizard. See “The View Wizard” on page 17 for details on the View Wizard.

Copy: Copy the data from the Display Pane to the Clipboard.

Select All Rows: Select all rows of the Display Pane.

ViewProperties: Select which Properties Pane[s] to display.

Toolbars: Select which graphical toolbars to display. The graphical toolbars are icons for each of the menu entries.

Zoom In: Enlarge the data viewed in the Display Pane.

Zoom Out: Shrink the size of the data viewed in the Display Pane.

APPENDIX 93

Adjust Column Width: Shrink each Display Pane column to just the size of the data in that column.

Fit Column: Resize the Display Pane columns width to fit without a scroll bar.

Sort: Sort the Display Pane data, based on the columns the view can be sorted on.

Group: Group objects together to for comparison, analysis or sub-totals from certain objects.

Filter: Launch the filter dialog box to filter the Display Pane.

ToolsPreferences: View mail settings, licensing details, and Tip of the Day information.

APPENDIX 6: DATABASE FIELDS FOR CDS

Table : PERMISSIONS

Table : TEMPLATES

FIELD NAME TYPE ATTRIBUTES

QS_SERVER VARCHAR (30) NOT NULL, INDEX

QS_APPLICATION VARCHAR (50) NOT NULL, INDEX

QS_OBJECT VARCHAR (50) NOT NULL, INDEX

QS_ACCOUNT VARCHAR (256) NOT NULL, INDEX

QS_RIGHTS INT NULL

QS_EDITOR VARCHAR (30) NULL

QS_REPL_LASTREPLICATIONTIME DATETIME NULL

QS_REPL_DBLASTTIMESTAMP TIMESTAMP NULL



QS_GROUP VARCHAR (256) NOT NULL, INDEX

QS_NAME VARCHAR (256) NOT NULL, INDEX

QS_FILESUFFIX VARCHAR (30) NOT NULL, INDEX

QS_TEXT VARCHAR (8000) NULL





Table : QUOTAS



QS_OBJECT VARCHAR (512) NOT NULL, INDEX

QS_ACCOUNT VARCHAR (256) NOT NULL, INDEX

QS_EXTERNALQUOTA VARCHAR (10) NOT NULL, INDEX

QS_ISTEMPLATE INT NOT NULL, INDEX

QS_ENABLED INT NULL

QS_QUOTASIZE BIGINT NULL

QS_INCLUDESUBS INT NULL

QS_OBJECTTYPE INT NULL

QS_QUOTATYPE INT NULL

QS_POLLINTERVAL INT NULL

QS_ERRORMESSAGE INT NULL

QS_QUOTAGROUP VARCHER (512) NULL

QS_ENTERPRISETREENODE VARCHAR (512) NULL

QS_USAGE BINGINT NULL

QS_INTSTATUS INT NULL

QS_EXTSTATUS INT NULL

QS_USEEXTSTATUS INT NULL

QS_STATUS INT NULL


QS_L1_ENABLED INT NULL

QS_L1_THRESHOLD FLOAT NULL

QS_L1_ACTION INT NULL

QS_L1_USERNOTIFY INT NULL

QS_L1_ADMINNOTIFY INT NULL










APPENDIX 95

Table : QUOTA SERVERS


QS_NOTIFYUP INT NULL

QS_NOTIFYDOWN INT NULL

QS_REPEATNOTIFY INT NULL

QS_NOTIFYTEMPLATEGROUP VARHCAR (512) NULL

QS_USERPOPUPRECIPIENTS VARCHAR (512) NULL

QS_USERMAILRECIPIENTS VARCHAR (512) NULL

QS_USEREXECNAME VARCHAR (512) NULL

QS_USEREXECPARAMS VARCHAR (512) NULL

QS_ADMINPOPUPRECIPIENTS VARCHAR (512) NULL

QS_ADMINMAILRECIPIENTS VARCHAR (512) NULL

QS_ADMINEXECNAME VARCHAR (512) NULL

QS_ADMINEXECPARAMS VARCHAR (512) NULL

QS_CUSTOM1 VARCHAR (512) NULL






QS_CLIENT VARCHAR (30) NOT NULL, INDEX


QS_COMPANY VARCHAR (256) NULLL

QS_PERSON VARCHAR (256) NULL

QS_MAILACCOUNT VARCHAR (256) NULL

QS_MAILPASSWORD VARCHAR (256) NULL

QS_EXCHANGEPROFILE VARCHAR (256) NULL

QS_MAILLOGONGEVERYTIME INT NULL

QS_MAILSUBJECT VARCHAR (256) NULL

QS_USEEXCHANGE INT NULL

QS_USESMTP INT NULL

QS_SMTPPOPSERVER VARCHAR (50) NULL

QS_SMTPSENDER VARCHAR (256) NULL



QS_EVENTLOGOPTIONS INT NULL

QS_LOGREPORTS INT NULL

QS_CLEARARCHIVEWHENLOCKIN

G

INT NULL

QS_REPEATNOTIFYHOUR INT NULL

QS_SUPPRESSPOPUPERRORS INT NULL

QS_TEMPLATEDIR VARCHAR (260) NULL

QS_ENTERPRISESERVER VARCHAR (30) NULL

QS_LOADFILTERDRIVER INT NULL

QS_LICENSEPATH VARCHAR (260) NULL

QS_UPGRADEPARAMS VARCHAR (128) NULL

QS_REPORTTEMPLATEDIR VARCHAR (260) NULL

QS_CLUSTERAPI VARCHAR (260) NULL

QS_EXECUTEDAILY VARCHAR (512) NULL

QS_SIZEMETHOD INT NULL

QS_LOGSCANERRORS INT NULL

QS_AUTODIRQUOTAASUSERQUO

TA

INT NULL

QS_SPECIFICLANA INT NULL

QS_SENDSNMPTRAPS INT NULL

QS_NOTIFYGRACEPERIOD INT NULL

QS_VERSION VARCHAR (50) NULL

QS_CDSMODE INT NULL

QS_CDSREPLICATIONINTERVAL INT NULL

QS_CDSREPLICATIONINTERVALV

OLATILE

INT NULL

QS_CDSDBDSN CARCHAR (128) NULL

QS_CDSDBUSER VARCHAR (128) NULL

QS_CDSDBPASSWORD VARCHAR (128) NULL



QS_LOGTOSERVER VARCHAR (30) NULL

QS_ENABLELOGGROUPS INT NULL

QS_HISTORYSIZE INT NULL

QS_ENABLEFILTERTRACE INT NULL


APPENDIX 97

Table : REPORTS



QS_NAME VARCHAR (256) NOT NULL, INDEX

QS_ISTEMPLATE INT NOT NULL, INDEX

QS_ENABLED INT NULL

QS_SCANTYPE INT NULL

QS_STYLE INT NULL

QS_PATH VARCHAR (260) NULL

QS_INCLUDESUBS INT NULL

QS_PATTERN VARCHAR (30) NULL

QS_OWNER VARCHAR (256) NULL

QS_TIME VARCHAR (30) NULL

QS_ATTRIBUTES VARCHAR (30) NULL

QS_TABLENAME VARCHAR (256) NULL

QS_FILTER VARCHAR (256) NULL

QS_INTERNALFILTER VARCHAR (256) NULL

QS_SORTS VARCHAR (256) NULL

QS_ROWS INT NULL

QS_TEMPLATE VARCHAR (256) NULL

QS_REPORTOUTPUTTYPE INT NULL

QS_OUTPUTFILENAME VARCHAR (260) NULL

QS_INTERVALTYPE INT NULL

QS_RUNONCE INT NULL

QS_YEAR INT NULL

QS_MONTH INT NULL

QS_WEEKDAY INT NULL

QS_DAY INT NULL

QS_HOUR INT NULL

QS_MINUTE INT NULL

QS_SECOND INT NULL

QS_LASTEXECUTIONTIME DATETIME NULL

QS_NEXTEXECUTIONTIME DATETIME NULL


QS_REPORTTYPE INT NULL

QS_GROUPS VARCHAR (256) NULL


QS_ROWSPERPAGE INT NULL

QS_OUTPUTTYPE INT NULL

QS_OUTPUTRECIPIENT VARCHAR (256) NULL

QS_DSN VARCHAR (128) NULL

QS_USER VARCHAR (128) NULL

QS_PASSWORD VARCHAR (128) NULL

QS_DBTABLENAME VARCHAR (256) NULL

QS_USINGSP INT NULL

QS_UPDATEPARTIALLY INT NULL

QS_ALWAYSINSERT INT NULL

QS_COLUMNS VARCHAR (512) NULL

QS_UNIQUECOLUMNS VARCHAR (512) NULL

QS_INSERTUPDATESP VARCHAR (256) NULL

QS_DELETESP VARCHAR (256) NULL

QS_PREOUTPUTSP VARCHAR (256) NULL

QS_POSTOUTPUTSP VARCHAR (256) NULL

QS_REPORTTEMPLATE VARCHAR (260) NULL




APPENDIX 99

NORTHERNNORTHERN: THE COMPANYNorthern Parklife, Inc. [NORTHERN] develops storage management software for Microsoft Windows server environments. Working with a global network of resellers and authorized distributors, the company’s products are sold in 52 countries worldwide. NORTHERN® supplies a global market through its two offices, Tampa [Florida, US] and Stockholm [Sweden].

Northern is distinguished by the flexibility and reliability of its family of storage management solutions, as well as its unmatched customer support and responsiveness to market demand.

BUSINESS CONCEPTNORTHERN develops and simplifies storage administration in Microsoft Windows server environments with advanced software technologies. Our products and employees help systems administrators to succeed in rationalizing and gaining better control over their IT resources.

Business MissionNORTHERN’s business mission is to provide system administrators with more Time to Manage Storage. The design core of all NORTHERN solutions is the capacity to re-balance the equation of increased responsibilities and static or diminishing resources. System administrators are saddled with an increasing range of responsibilities while their resources, particularly their time, remain limited. NORTHERN delivers a range of inherently tactical, while at the same time easy-to-use storage management tools that serve to augment the IT organization by reducing workload and increasing efficiencies. Our software makes storage administration simpler and less prone to error, and gives administrators greater latitude in developing and implementing creative business solutions that enhance their value to the organization.

NORTHERN software offers system administrators:More time for pro-active planning and creative problem-solvingBetter oversight and controlEasy, hassle-free installationsSimple, friction-free administrationReliabilityFewer end-user issues (lightening the support burden)More spare time and free weekends

Time to Manage Storage is the removal of unnecessary repetition and complicated word-arounds, providing time for pro-active Storage Resource Management and time for job fulfilment.

THE MARKETNORTHERN is the leader in the European systems administration software solutions market, which is comprised of systems administrators and network managers tasked with managing a broad range of network responsibilities. Because networking issues know no geographical

NORTHERN 101

boundaries, the European and US markets served by NORTHERN allow for a consistent global marketing and product development strategy.

PRODUCT DEVELOPMENTNORTHERN’s product development is managed internally and driven by feedback from customers, Windows NT/2000 users and discussions with NORTHERN’s board of advisors that consists of financial, technical and market experts.

CUSTOMER SUPPORT PROGRAMTake advantage of expert technical guidance and inexpensive upgrades with NORTHERN’s Customer Support Program

You have invested in a CD-ROM from NORTHERN, a software product. Every effort has been made to ensure that this software is your solution. But sometimes something extra is needed, to guarantee your investment.

The need for continuous organizational advances, network configurations, hardware peculiarities; these factors can lead to time consuming issues and the need for constant system evolution. This is when the NORTHERN Customer Support Program becomes invaluable: uncomplicated and inexpensive upgrading of your system to the most advanced solutions available, and smooth installation and integration with expert technical guidance.

The NORTHERN Customer Support Program brings you closer to the technological front line and provides you with the assistance you need to make the most out of being there.

NORTHERN does not just make software - we provide our customers with complete solutions.

FEATURESNORTHERN’s Customer Support Program offers two different kinds of support: Premium and Standard.

More information about NORTHERN’s Customer Support Program is available at www.northern.net/support.

Please contact your local software supplier to find out how you can join NORTHERN’s Customer Support Program. A list of authorized NORTHERN resellers is available at www.northern.net.

102 NORTHERN STORAGE SUITE

CONTACTING NORTHERNDo you have questions? Would you like to comment on our products, support or business? Do you have suggestions for future releases or products? Would you like to pay us a visit?

STREET ADDRESS Northern Parklife Inc5201 West Kennedy Blvd Suite#930Tampa FL 33609USA

Northern Parklife ABGavlegatan 18bSE-113 30 StockholmSweden

PHONEUS time zones: 1.800.881.4950

1.813.639.0767

Other time zones: +46 8 457 50 00

FAXUS time zones: 1.813.639.0757

Other time zones: +46 8 457 50 50

E-MAILSales inquiries: [email protected] questions: [email protected]: [email protected]

WEBwww.northern.net

NORTHERN 103

104 NORTHERN STORAGE SUITE

INDEX 105

INDEXAActions 36Auto Dir Quotas 24Auto User Quotas 24Automatically restart service 64

CChanging Client Mail Settings 43Changing Mail Settings 43Configuring Storage Portal 67Connecting to a Server 62Connections 14, 61Connections Tab 62Creating

Printed Report 47Template files 55Template Quotas 30

Customized Reports 47Customized views 17Customizing

views 17

DDatabase Reports 45Delegate 60Disable

Interception engine 24Disconnecting

from a server 62Display pane 11, 13

Filtering your view 16

EEdit report template 54End User Inquiry Tool 19Exchange 41Executable file 36Explorer 29

FFile Block Quotas 24File blocking policies 22Filtering your view 18Flushing files 36

GGenerating a Report 44

IInterval Quotas 23

LLotus 43

MMail

Setting up MS Exchange 41Setting up MS Mail 40

Setting up SMTP Mail 40Manage Quota Server servers 14Modifying a Quota 29Modifying Permissions 61MS Exchange

Setting up 41MS Mail

Setting up 40

NNavigation pane 11, 12Network interface 59Network pane 11

(detailed) 12NIC 59Notification Templates 54Notification Templates view 14Notifications 39

OObject Quotas 23Outlook 41

Setting up 41Overview 14

PPermissions 60

Setting 60Permissions Tab 61Printed Reports 47Printed reports

Creating 47Properties pane 11, 14

QQuota Properties pane 34Quota servers view 16Quotas 23

Custom Tab 37General tab 34Notifications Tab 36Settings tab 35Thresholds Tab 35

Quotas view 15

RReport

Generating 44Properties pane 50

Reports 43General Tab 50Interval tab 52Text tab 53

Reports view 16

SScenarios 64Server Settings 59Servers 14Service 64Setingt up MS mail 40Setting

A Quota 28

Permissions 60Quotas in Explorer 29

Setting up MS Exchange/Outlook 41Setting up SMTP Mail 40Showing usage to users 19SMTP Mail

Setting up 40Specific LANA 59Storage Policies 21Storage Statistics 48

Tab 50System tab 14

TTemplate Properties pane 56Template Quotas 26

UUser Quotas 24Using Template Quotas 31

VView Wizard 17Views

Customizing 17Filtering 18Notification Templates 14Quota Servers 16Quotas 15Reports 16

INDEX 106

northern is a registered trademark of northern parklife ab ...the quota server client user interface...

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