NORTHERN STORAGE SUITE EVALUATION GUIDE

Northern Storage Suite for Windows 2000/XP/2003 Evaluation Guide revision 2005.0.704.14 Copyright 2003-2007 by Northern Parklife AB. All rights reserved. NORTHERN is a registered trademark of Northern Parklife AB. Quota Server, Northern Quota Server, Northern Storage Suite, Northern Storage Reporter, Northern Storage Portal, Northern Storage Chargeback, Northern Storage Assistant, Northern Utilities, Northern Site Utilities, Optimover, RasTracker, PrintControl, MobiServer are trademarks of Northern Parklife AB. Microsoft is a registered trademark of the Microsoft Corporation. Windows, Windows NT, Windows 2000, Windows XP and Windows 2003 are trademarks of Microsoft Corporation. All other trademarks are property of their respective owner. NetApp and the Network Appliance logo are registred trademarks. Network Appliance and Manage ONTAP are trademarks of Network Appliance Inc. in the US and other countries.

TABLE OF CONTENT
TABLE OF CONTENT INTRODUCTION
Evaluation License ...................................................................................................................................3 Installation Modes....................................................................................................................................3 Evaluation Installation .............................................................................................................................................. 3 Production Installation............................................................................................................................................. 3 Northern Storage Suite Database .......................................................................................................4 Using MSDE.............................................................................................................................................................. 4 Demonstration Database........................................................................................................................................ 4 NAS Topology ............................................................................................................................................4 System Requirements .............................................................................................................................5 Additional resources................................................................................................................................5

DEPLOYMENT FOR EVALUATION

General Procedure ...................................................................................................................................6 Step 1: Installation ...................................................................................................................................7 Step 2: Required Configuration..........................................................................................................11 Adding a Host ......................................................................................................................................................... 11 Step 3: Optional Configuration...........................................................................................................13 The Quota Server Component............................................................................................................................13 The Storage Portal Component..........................................................................................................................19 The Storage Reporter Component ....................................................................................................................24 The Storage Assistant Component....................................................................................................................27 The Storage Chargeback Component.............................................................................................................. 27

TUTORIAL: WINDOWS
Implementing a Control Policy ...........................................................................................................28 Involving End Users ...............................................................................................................................31 Defining a Report....................................................................................................................................34 Automating a Task .................................................................................................................................36 Spreading Costs......................................................................................................................................40

TUTORIAL: NETAPP

TABLE OF CONTENT \ 1

Implementing a Simple Control Policy ............................................................................................ 44 Implementing an Advanced Control Policy .................................................................................... 47 Implementing a File Block Policy...................................................................................................... 50 Monitoring Capacity Usage................................................................................................................. 53 Scheduling Reports on a NetApp filer ............................................................................................. 58 Configuring a Chargeback Job........................................................................................................... 62 Automating a Simple Task.................................................................................................................. 66

2 TABLE OF CONTENT \

INTRODUCTION
Thank you for choosing to evaluate Northern Storage Suite. Your evaluation should be made within a non-clustered Microsoft Windows environment. You should have the following information available to you during the installation and primary configuration processes. The name and password of a user account that has Domain Administrator rights Either an existing MS SQL installation or a destination where the Northern Storage Suite installer can be allowed to create an MSDE installation If you will be storing data in an existing MS SQL server and you wish the Northern Storage Suite installer to create a database for your installation you will need the name and password of an account that can perform this action on the database server or you must be currently logged in with a Windows account that has these rights

EVALUATION LICENSE
Northern Storage Suite is shipped with a built-in 30-day evaluation period. This evaluation period if measured from the date and time when the Northern Storage Services were first started - not when the download of the software was made. An installation of Northern Storage Suite that is made for evaluation purposes can be changed into a production installation simply by licensing mechanisms. It is not necessary to uninstall and then reinstall the software.

INSTALLATION MODES
EVALUATION INSTALLATION
An Evaluation mode installation does not support installation within Windows cluster and installation choices are pre-configured where possible to shorten and simplify the installation process. The pre-configurations are: The setup role is set to Master Server The account for all NSS services is set to Local System Under Windows 2003, the NSS administrative group is set to local administrator group (under Windows 2000 this group must be specified during the installation) The MSDE database engine can be installed automatically if no MS-SQL server is available. The Evaluation mode offers a fully functional installation of Northern Storage Suite. This mode can be selected for Windows, and NAS evaluations. It provides the same feature set as the Production mode installation, through a less flexible and less complex process.
Notice! Evaluation Mode installation can be used on a production server, if the default configurations are suitable for that host.

PRODUCTION INSTALLATION
For installation in production environments [and/or evaluation on Microsoft Cluster and NAS systems], Northern Storage Suite should be installed in Production Mode. Consult the Northern Storage Suite Deployment Guide for instructions on how to use Production installation mode.

INTRODUCTION \ Evaluation License 3

In Production Mode, all configuration parameters of the installation can be changed. Due to performance limitations, an MS-SQL server is strongly recommended for production usage of Northern Storage Suite. As a consequence, the MSDE database engine cannot be selected during Production installation.

NORTHERN STORAGE SUITE DATABASE

USING MSDE
In production environments Northern strongly recommends the use of Microsoft SQL Server. However, when installing Northern Storage Suite for evaluation purposes an MSDE database can be used. MSDE is essentially a scaled-down version of Microsoft SQL Server and is available free of charge. An Evaluation mode installation includes the option to make an installation of MSDE. Use this option if you are not currently running MSDE or Microsoft SQL Server within your test environment. [It may be necessary for you to download MSDE from Northerns site, depending on which download options you chose previously, you will be prompted if this is the case.]

DEMONSTRATION DATABASE
Northern Storage Suite is supplied with a demonstration database allowing a quick evaluation of features that require historical data, such as trend analyses, cost projections, etc. The demonstration database contains usage statistics for a fictional network. You can browse this fictional network and inspect usage patterns, users, etc. When you are ready to begin analysing your own network you can create a new database, using the relevant Microsoft tools, and use the Configuration pages of Northern Storage Suite to establish a connection to this database. You may also wish to delete the demonstration database, again using the relevant Microsoft tools.

NAS TOPOLOGY
Northern Storage Suite offers the possibility to manage storage resource on non-Windows hosts through remote administration. This is achieved by working towards the remote host from an installation on a Windows server - the selected Windows server is often referred to as the Managing Host. This setup applies to all non-Windows NAS including NetApp filers and EMC NAS. For a Windows-based NAS, it is recommended to install NSS on the NAS itself.

4 INTRODUCTION \ Northern Storage Suite Database

SYSTEM REQUIREMENTS
Northern Storage Suite can be installed only on a host running specific versions of Windows as described in the table below. For full functionality NSS is dependent on MS Exchange, MS SQL Server and MS Internet Explorer these details are also provided below:
FEATURE
NSS Services [required] NSS Clients [required]

SUPPORTED PLATFORM
Windows 2000 Servers or later (excluding Datacenter editions) Windows XP Professional Windows 2000 Professional Windows 2000 Servers or later (excluding Datacenter editions) Internet Explorer 5.1 SP2 or later MS SQL 2000 SP 2 or later MSDE 2000 or later Windows XP Professional Windows 2000 Professional MS Exchange 2000 or later NetApp Data ONTAP version 7.0 or later Any NAS device fully compliant with Microsoft CIFS Any SAN device that is presented as a local drive on the NSS host machine Microsoft Cluster Service for Windows 2000 or later or later running in Active-Active or Active-Passive configurations with any number of physical nodes.

NSS Database features [required] License Server

NSS Exchange feature NetApp NAS SAN

Cluster

ADDITIONAL RESOURCES
The Northern Storage Suite Deployment Guide offers an additional layer of technical and conceptual information and is the natural next step if you require further details. This document is included in the installation package of the software. The User Guides for the individual components of the suite are also a valuable additional resource - containing details about specific features of Northern Storage Suite. In addition to the documents supplied with the software package Northern makes a great deal of information available on its public web pages. Here you will also find the contact details of your local Northern representative - all highly trained in the function of Northern Storage Suite.

INTRODUCTION \ System Requirements 5

DEPLOYMENT FOR EVALUATION

GENERAL PROCEDURE
Northern Storage Suite follows a straightforward deployment path - installation, configuration and licensing. The exact steps are shown below: 1 Install Northern Storage Suite 2005 on a Windows machine. 2 Perform Required Configuration on the Northern Storage Suite hosts. 3 Perform Optional Configuration depending on the intended use of the software.

6 DEPLOYMENT FOR EVALUATION \ General Procedure

STEP 1: INSTALLATION
1 Ensure that you are logged onto your target Windows host with an account that has Local Administrator rights. 2 Run the Northern Storage Suite Setup.exe, the welcome screen of the NSS installer is displayed. Click Next. 3 The installation mode dialog appears. Select Evaluation Installation [see Installation Modes on page 3] and click Next.
Figure 1: Installation Wizard: Installation type dialog

4 The Evaluation scope dialog appears. Select Windows-only if you plan to evaluate NSS for Windows. Select NetApp if you plan to evaluate Northern Storage Suite for NetApp. This option should be selected for evaluation on all NAS devices. Click Next.
Figure 2: Installation Wizard: Evaluation scope dialog

DEPLOYMENT FOR EVALUATION \ Step 1: Installation 7

5 The license dialog appears. Review the Evaluation License Agreement and click Yes.
Figure 3: Installation Wizard: License dialog

6 The Choose Installation Location dialog box appears. Type or browse to the desired install directory. Verify the path and click Next.
Figure 4: Installation Wizard: Choose Installation Location dialog

8 DEPLOYMENT FOR EVALUATION \ Step 1: Installation

7 If you have selected an evaluation of NSS for NetApp then the service account dialog appears. For evaluations of NSS for Windows, this dialog is not displayed as the NSS services are automatically configured to run under the Local System account.
Figure 5: Installation Wizard: Service Account dialog.

8 The Database Engine dialog appears. These instructions assume that a Microsoft SQL Server is available within your network. If this is not the case, it is possible to use MSDE during an evaluation of NSS [see Using MSDE on page 4]. Select "Use existing MS SQL Server" and click Next.
Figure 6: Installation Wizard: Database Engine dialog

DEPLOYMENT FOR EVALUATION \ Step 1: Installation 9

9 The Database Creation dialog appears. These instructions assume that you wish to begin analysing your own network and that you do not wish to use the fictional data stored in the Demonstration database [see Demonstration Database on page 4]. Select to have the installer "Create a database for Northern Storage Suites usage statistics" and click Next.
Figure 7: Installation Wizard: Database Creation dialog

10 A summary dialog is presented showing the settings you have defined. Verify your decisions and click Next. 11 The Finish dialog appears. Click Finish to complete the installation. The NSS Core and NSS Quota Server services now start. 12 Reboot the computer if requested to do so. [This step is only necessary if the Northern Quota Server filter driver has been updated.] 13 You have now completed the installation procedure. Confirm CIFS Access - NetApp NAS Setting up CIFS access to the NetApp filer is described in detail in Network Appliances own documentation. At version 7.1 of Data ONTAP, the procedure is described on page 31 of the Data ONTAP 7.1 Software Setup Guide. General information can also be found on page 77 of the Data ONTAP 7.1 File Access and Protocols Management Guide. 1 Configure your filer for delivering file service to CIFS users Confirm Protocol Support - NetApp NAS Data ONTAP has native multiprotocol support. Data can be accessed by users from Unix hosts via NFS or from Windows hosts via CIFS. Protocol support is determined at qtree level. Northern Storage Suite supports CIFS and Mixed mode protocol support - it cannot function on qtrees that have NFS protocol support only. 1 Confirm that protocol support on all qtrees that will be managed is set to either CIFS or Mixed mode

10 DEPLOYMENT FOR EVALUATION \ Step 1: Installation

STEP 2: REQUIRED CONFIGURATION

Before beginning to use Northern Storage Suite within your Windows environment it is necessary to carry out some required configuration.

ADDING A HOST
In order to manage your hosts with Northern Storage Suite it is necessary to create a list of these hosts within the Northern Storage Suite Configuration page. Follow the process below to add your hosts: 1 From any of your Northern Storage Suite installations choose: Start > Programs > NORTHERN > Storage Suite > Configuration. The configuration page appears, running within Internet Explorer. 2 On the Configuration page, click Host Management to expand the Host Management control. 3 Click Add. The Add Host Wizard Welcome page appears, click Next. 4 The Host General dialog appears. Type or browse to the host you wish to add, click Next.
Figure 8: Add Host Wizard: Host General dialog

DEPLOYMENT FOR EVALUATION \ Step 2: Required Configuration 11

5 You are now asked if you would like to perform additional configuration steps for some of the components of the suite. Choose not to perform these steps by un-checking both options and clicking Next.
Figure 9: Add Host Wizard: Host General dialog

6 A summary of your selections is now shown.

Figure 10: Add Host Wizard: Summary page

7 Repeat this process to add all hosts that should be included in your implementation of Northern Storage Suite. 8 You have now added your Northern Storage Suite host[s].

12 DEPLOYMENT FOR EVALUATION \ Step 2: Required Configuration

STEP 3: OPTIONAL CONFIGURATION

THE QUOTA SERVER COMPONENT
The following additional configuration steps must be taken in order to begin using Northern Quota Server: Before any quotas can be configured it is necessary to add the servers which should be controlled with Northern Quota Server to the Quota Server client [see Adding Servers on page 13]. In order to use Northern Quota Servers email notifications features it is necessary to configure your mail server settings in the Quota Server client [see Mail Server Settings on page 14]. NetApp NAS - In order to use the File Block and NetApp Quota Rules features of Northern Storage Suite it is necessary to configure a connection between the Managing Host and the target NetApp filer [see NetApp Connection on page 15]. Adding Servers Northern Quota Server maintains a separate list of hosts, in this case referred to as servers or Quota Server servers. Before you can begin to implement control policies it is necessary to add the relevant servers to the Quota Server client. Follow the steps below: 1 Choose: Start > Programs > NORTHERN > Storage Suite > Quota Server. The Northern Quota Server client is displayed. 2 Choose the Quotas View in the Navigation Pane. 3 In the network tree locate and select the Windows server that was the target of your installation in Step 1.

DEPLOYMENT FOR EVALUATION \ Step 3: Optional Configuration 13

4 Right-click your selection and choose Add Server[s]. Your selected is now added. This connection can be viewed in the Connections tab, located below the currently displayed network tree.
Figure 11: Northern Quota Server client: Server selection

5 You have now added your Quota Server server. Mail Server Settings In order to begin using the email notification features in Northern Quota Server it is first necessary to configure your mail server settings in the Quota Server client. Follow the procedure detailed below: 1 Choose: Start > Programs > NORTHERN > Storage Suite > Quota Server. The Northern Quota Server client is displayed. 2 In the menu bar, choose the Quota Servers view in the Navigation Pane. 3 Select your Quota Server server.

14 DEPLOYMENT FOR EVALUATION \ Step 3: Optional Configuration

4 Right-click your selection and choose Modify.

Figure 12: Northern Quota Server client: Quota Server Preferences dialog

5 Choose the Mail tab of the lower section of the Quota Server client. 6 Make your selection of Mail subsystem type and provide the relevant details. 7 You have now configured your mail server settings. NetApp Connection The NetApp Managing Host is an NSS host that is specially configured with a two-way communication with one NetApp filer. This configuration is required to be able to manage NetApp Quota Rules and set NSS File Block quotas on directories on the NetApp filer. To promote your NSS host to a NetApp Managing Host: 1 Choose: Start > Programs > NORTHERN > Storage Suite > Quota Server. The Northern Quota Server client is displayed 2 In the Navigation Pane, choose the System tab

DEPLOYMENT FOR EVALUATION \ Step 3: Optional Configuration 15

Figure 13: The System tab of the Navigation Pane

3 Select the Quota Servers icon in the System Tab. Previously connected servers will appear in the Display Pane.
Figure 14: The Quota Servers view

16 DEPLOYMENT FOR EVALUATION \ Step 3: Optional Configuration

4 In the network-tree locate and right-click on the server to be promoted. The server context menu appears. Select "Add Server". After a few seconds, the status icon of the server will change from black to green to notify that Quota Server client has connected to the server. If this menu item, "Add Server" is disabled, then that server has already been added to the Quota Server client and is already shown in the Display Pane.
Figure 15: Add Server menu item of the Network trees context menu of the Quota Servers view

5 In the Display Pane, double-click the newly added server. The Property Pane becomes available.
Figure 16: Property Pane of the Quota Servers view

DEPLOYMENT FOR EVALUATION \ Step 3: Optional Configuration 17

6 Click the NetApp Settings tab and complete the parameters of the NetApp connection: In NetApp filer enter the name of the filer to be managed. Also specify all relevant NetBIOS aliases, separating with a semicolon ; In Connection Type choose between HTTP and RPC according to which protocol is enabled on the NetApp filer When choosing HTTP, you need to provide the user name and password required for identification
Figure 17: NetApp Settings tab of the Quota Servers property

Notice! To use RPC connection type, you must have the "Map NT Administrator to root" option checked in the Security settings of the NetApp filter. Refer to Data ONTAP documentation.

7 Right-click in the grey area and choose Apply. The NSS host now has a connection to this filer and the NetBIOS aliases specified.
Figure 18: Apply menu item in the Quota Servers property pane.

8 You have now configured your NetApp connection.

18 DEPLOYMENT FOR EVALUATION \ Step 3: Optional Configuration

THE STORAGE PORTAL COMPONENT

The following additional configuration steps must be taken in order to begin using Northern Storage Portal: Ensure that an IIS webserver is available if your evaluation will include the use of Northern Storage Portal with user clients using Microsoft Outlook XP or later. Configure interaction between Northern Quota Server and Northern Storage Portal. See Integration with Quota Server on page 19 for details of this procedure. Ensure that your users email clients support file links with arguments. If they do not support arguments for file links, you should use HTTP links. If you plan to use HTTP links in your Northern Storage Portal e-mails you must first create a virtual directory that points to the MyStorage share. See Using HTTP Links on page 22 for further details. Ensure that your quotas are set on paths that your users have access rights to. Integration with Quota Server Follow the steps below to configure the necessary integration between Storage Portal and Quota Server: 1 In the Quota Server client, choose: Tools > Storage Portal Configuration Wizard. The Welcome dialog appears.
Figure 19: Quota Server and Storage Portal Integration

2 On the Welcome page, click Next. The Template Server dialog appears.

DEPLOYMENT FOR EVALUATION \ Step 3: Optional Configuration 19

3 In the Template Server dialog click browse and add your Quota Server server. Click Next.
Figure 20: NQS, NSP Integration Wizard: Template Server dialog

Notice! The Storage Portal Server stores all globally defined grace limit rules.

4 In the Template: Storage Portal dialog type the name of your Quota Server server; designating it as your Storage Portal Server. Also type the name of your organization, this name will be used in the Notification templates you create. Click Next.
Figure 21: Template: Storage Portal

20 DEPLOYMENT FOR EVALUATION \ Step 3: Optional Configuration

5 In the NSP: Template Group dialog either click next or change the name of the new Notification Template Group. [If you clear the check box, the templates will not be created!] The user notifications contained in this new notification template group will include links to the specific users Storage Portal page.
Figure 22: NSP: Template Group

6 In the email links dialog choose whether you want to use file links or HTTP links. If you choose HTTP links, note that you have to create a virtual directory for Storage Portal. For further details, See Using HTTP Links on page 22.
Figure 23: NSP: E-Mail Links dialog

7 In the Summary dialog, verify your settings and click Finish. A warning message appears that informs you of the fact that any existing template group with the same name as you specified in step 5 will be replaced. Click Next. 8 The settings are applied and you can close the wizard. It is recommended that you use your new Notifications Template Group for all user related quotas. 9 You have now integrated Storage Portal with the Quota Server component of the suite.

DEPLOYMENT FOR EVALUATION \ Step 3: Optional Configuration 21

Using HTTP Links In order to use HTTP links, it is necessary to first create a Virtual Directory. Follow the steps below to complete this configuration: 1 In the Internet Information Services [IIS] Manager, right-click your [default] Web site. 2 Select: New > Virtual Directory from the drop-down menu. The Virtual Directory Creation Wizard appears.
Figure 24: Internet Service Manager: Create: Virtual Directory

3 Follow the instructions in the Wizard, give the Virtual Directory the name MyStorage.
Figure 25: The Virtual Directory Creation Wizard.

22 DEPLOYMENT FOR EVALUATION \ Step 3: Optional Configuration

4 Browse to where you placed the Storage Portal pages. By default these pages are located in the Northern install directory.
Figure 26: Virtual Directory Creation Wizard: Web Site Content Directory

5 When selecting Access Permissions in the Virtual Directory Creation Wizard; select the "Execute [such as ISAPI applications or CGI]" check box.
Figure 27: Virtual Directory Creation Wizard: Access Permissions

6 Complete the Create a Virtual Directory wizard. 7 You are now able to use http links in your Storage Portal notifications [this setting is selected during the process of integration with the Quota Server component, see Integration with Quota Server on page 19].

DEPLOYMENT FOR EVALUATION \ Step 3: Optional Configuration 23

THE STORAGE REPORTER COMPONENT

The following additional configuration steps must be taken in order to begin using Northern Storage Reporter: A scan of the paths that you wish to monitor using Northern Storage Reporter must be configured. See Configuring a Scan on page 24 for details of this procedure. File Type Groups should be configured to provide a more useful display of the first scan result [see Creating File Type Groups on page 27]. Configuring a Scan For the Northern Storage Reporter client to display usage data, it is first necessary for a scan of the relevant paths to be performed. Follow the steps below to configure a scan: 1 Choose: Start > Programs > Northern > Storage Suite > Configuration. The Config page is displayed. 2 On the Config page click the 'Hosts Management link. The Hosts Management Control opens. 3 In the Host Management control, click Add... The Add Hosts Wizard Welcome page is displayed, click Next.
Figure 28: Add Host Wizard: Welcome page

24 DEPLOYMENT FOR EVALUATION \ Step 3: Optional Configuration

4 The Host General dialog is displayed. Type or browse to the host you previously installed. Click Next.
Figure 29: Add Host Wizard: Host General dialog

5 In the Component Configuration Selector dialog, select to perform extra configuration steps for Northern Storage Reporter. Click Next.
Figure 30: Add Host Wizard: Component Configuration Selector dialog

6 The Path dialog is displayed. Click Add.

DEPLOYMENT FOR EVALUATION \ Step 3: Optional Configuration 25

7 In the Path Selector dialog there are two tabs: the host you selected to be responsible for the scan and "Network". Type the name of the path, e.g. c:\Users or \\NetAppfiler1\Users. Alternatively you can browse to the folder you want to scan. Click OK. Continue adding paths in this fashion until all desired paths have been added, then click Next.
Figure 31: Add Host Wizard: Path Selector dialog

8 You will now be asked to specify when this scan should be performed. You can select to have the scan "Perform now", or "Perform on" and specify a date and time. You are also given options to configure the repetition of the scan. Click Next when you have made your selections.
Figure 32: Add Host Wizard: Schedule dialog

9 The Database Connections dialog is displayed. Specify the database that should be used to store the data collected and click Next. 10 The final page of the Wizard presents a summary of the parameters that you have defined. Verify that they are correct and click Finish. 11 You have now scheduled a data collection scan. When data has been collected you can run the Storage Reporter Client to view the results of this scan. 12 You have now configured your Storage Reporter scan.

26 DEPLOYMENT FOR EVALUATION \ Step 3: Optional Configuration

Creating File Type Groups Northern Storage Reporter can sort scan results into File Type Groups; displaying the content of your storage environment according to the groups you define. This is a display setting only and can therefore be changed at any time. 1 Choose: Start > Programs > Northern > Storage Suite > Configuration. The Config page is displayed. 2 Expand the "File Types Management" control and click "Add Group...". 3 The File Type Definition dialog is displayed. Enter the desired name of your File Type Group. Click OK. 4 Select the target File Type Group and click "Add Type...". Enter the name of a file type that you wish to be displayed as a member of this group. Click OK. Repeat this process to add multiple File Types. 5 You have now configured your file type groups.

THE STORAGE ASSISTANT COMPONENT

There are no additional configuration steps required before you can begin using the automation features of Northern Storage Suite.

THE STORAGE CHARGEBACK COMPONENT

There are no additional configuration steps required before you can begin using the invoicing and billing features of Northern Storage Suite.

DEPLOYMENT FOR EVALUATION \ Step 3: Optional Configuration 27

TUTORIAL: WINDOWS
This section provides a step-by-step guide to implementing five of the key features of Northern Storage Suite within a Windows environment.

IMPLEMENTING A CONTROL POLICY

Northern Quota Server includes a series of Storage Policy Wizards. These wizards can be used to quickly implement a policy of storage control, all settings are configured within an easy-tofollow linear framework. The procedure below details how to implement a policy that will control your users storage consumption. 1 Choose: Start > Programs > NORTHERN > Storage Suite > Quota Server. The Northern Quota Server client is displayed. 2 In the menu bar, choose Policies > Set quotas on users home shares...
Figure 33: Northern Quota Server client: Policies menu

3 The Policy Wizard Welcome dialog is displayed. Click Next.

28 TUTORIAL: WINDOWS \ Implementing a Control Policy

4 The Objects dialog is displayed. The object in this instance will be the parent directory [or directories] to your users home shares. Specify the path to the parent directory and click Add [repeat this process if your users home shares are spread across multiple paths]. Click Next.
Figure 34: Storage Policy Wizard: Objects dialog

5 The Policy: Properties dialog is displayed.

Figure 35: Storage Policy Wizard: Properties dialog

6 Specify the size of the quota, 80 Megabytes for instance. 7 Decide if the users shares should be locked when they reach a certain level of quota usage if they should be allowed to continue saving to this share regardless of their quota usage. Choosing to lock the directory at 110% usage for instance. 8 Specify if the administrator should receive an email notification, and which address should be used, when a certain level of quota usage is reached. Notifying the administrator at 100% full for instance. 9 Decide if the users should receive a popup notification, and if so at which level of usage. Perhaps choosing to notify the users at 80% of quota usage.

TUTORIAL: WINDOWS \ Implementing a Control Policy 29

10 Finally, specify which Notifications Template Group should be used. The Standard Template Group will suit most needs. 11 When you have made all of these choices, click Next. 12 A summary page is presented, confirm your settings and click Finish to complete the configuration of this Storage Policy. 13 You will receive a message notifying you that your new policy will overwrite any existing quotas that have been configured. Click Yes to commit your new configuration or No if you have existing settings that you wish to be maintained.

30 TUTORIAL: WINDOWS \ Implementing a Control Policy

INVOLVING END USERS

Northern Storage Portal offers you the possibility to include your users in your policy of storage control; to encourage them, within specific boundaries, to play a role in a sustainable SRM strategy. Besides the inclusion of Storage Portal links within your quota usage notifications and your users ability to view sorted lists of their files, one of the key ways in which Storage Portal allows you to involve your users is through the use of Grace Limits. Grace Limits are the boundaries within which your users can actively manage their own storage quotas. Specifically: Grace Limits define if your users can request quota increases, while Grace Limit Rules are your definitions as to how these requests are handled. The procedure below details how you can create rules to handle quota increase requests from your end-users. 1 Choose: Start > Programs > NORTHERN > Storage Suite > Storage Portal. The Northern Storage Portal client is displayed. 2 Choose the Rules view in the menu towards the top of the display. 3 In this view, click Add... The Rule Wizard Welcome page is displayed. Click Next. 4 The Account dialog is displayed. Select whether to handle requests for quota increases manually or automatically and click Next. Choosing to automatically handle these requests will reduce administrative overhead and options available in the later stages of this wizard enable you to remove any danger of automatically granting excessive quota increases.
Figure 36: Rule Wizard: Account dialog

TUTORIAL: WINDOWS \ Involving End Users 31

5 After selecting Automatically in the previous step and clicking next, you are asked to specify which NT Group this rule should be applied to. Specify Users for instance, using the format DOMAIN\USERS. You are also asked to supply the name of the Quota Server server where this rule should apply. Choose the server that is responsible for managing the quotas set on the NT Group Specified. Click Next.
Figure 37: Rule Wizard: Account dialog

Notice! The percentage of growth after each accepted request is the new total quota size, i.e. this figure must be given as 100% plus the desired increase.

6 The Growth dialog is displayed. Here you establish the boundaries within which your users are allowed to increase their storage quotas. Specify how much increase your users should be given after each, in this case automatically handled, request. Also state how many increases will be automatically allowed within a given time period. One quota increase of 10% every 30 days may be a reasonable strategy. Click Next.
Figure 38: Rule Wizard: Growth dialog

32 TUTORIAL: WINDOWS \ Involving End Users

7 The Notifications dialog is now displayed. Select how you would like to notify your users following accepted requests, via popup perhaps, and following denied requests, perhaps via email. Also specify how the administrator should be notified, similar settings as for users should suffice. Complete the additional fields with the relevant information. Click Next.
Figure 39: Rule Wizard: Notifications dialog

8 The Finish dialog is displayed including a summary of your settings. Click Finish to complete the configuration of your Grace Limit Rules.

TUTORIAL: WINDOWS \ Involving End Users 33

DEFINING A REPORT
Northern Storage Reporter offers insight into your storage status in two key ways. Northern Storage Reporters interface is in effect a gateway to storage data, its drill-down design enables you to investigate the status of any level of your network topology. Storage Reporter also offers a series of customizable reports. These reports should be used to form the basis of a semi-passive strategy of storage monitoring - configured to run at regular intervals, and brought to your attention when they have been run, these reports ensure you are always fully aware of your storage status. The following procedure details how to configure a report that will regularly inform you if any of your Northern Storage Suite hosts are approaching a critical level of storage use: 1 Choose: Start > Programs > NORTHERN > Storage Suite > Storage Reporter. The Northern Storage Reporter client is displayed. 2 Choose the Reports view in the menu towards the top of the display. 3 Now scroll to Host Near-full report and click the Define button. 4 The Schedule page is displayed. Click the Add... button towards the bottom of this page. 5 The Define Report Wizard Welcome dialog is displayed, click Next. 6 You are now asked to specify the threshold, in terms of percent full. All hosts found to be over this threshold will be included in your report. 90% is a reasonable value to use. Click Next.
Figure 40: Define Report Wizard: Threshold dialog

7 The Schedule dialog is now presented. Choose to have the report performed now or on a specific date. You can also choose a repetition rate for your report. Choosing to perform the report during the night on Sunday and selecting a repetition rate of every week will keep you regularly informed and prevent any unnecessary use of system resources during working hours. Click Next.

34 TUTORIAL: WINDOWS \ Defining a Report

8 The Notifications dialog is displayed. Select how you would like to be notified. A popup notification should be sufficient, reminding the administrator each Monday morning that a new report can be viewed in the Storage Reporter client. Type the relevant user name in the Popup Notification To: field and click Next.
Figure 41: Define Report Wizard: Notifications dialog

9 Now give your report a suitable name and description. You may want to include some details of the reports configuration, the threshold level and the run time/repetition settings for example. Click Next. 10 On the final dialog, click Finish to complete your report definition.

TUTORIAL: WINDOWS \ Defining a Report 35

AUTOMATING A TASK
Northern Storage Assistant offers you the possibility to automate storage administration tasks. Storage Assistant can be given responsibility for any type of task, from very simple but timeconsuming and repetitive tasks, to very complex tasks that are prone to human error. The function of Northern Storage Assistant is centered around performing certain Actions when specific Event parameters are met. These two building blocks, Events and Actions, are held together in an Assistant. This is the key concept; creating Assistants by defining what Action should be taken when certain Events occur. The process below details how you can create an Assistant that, every Friday evening, will find any MP3 files stored in your users home directories and move them to an alternative folder for you to view or delete: 1 Choose: Start > Programs > NORTHERN > Storage Suite > Storage Assistant. The Northern Storage Assistant client is displayed. 2 Select a host in the Servers list, on the left-hand-side of the client. This host will be used to store the Event, Action and Assistant that you are about to create. Click the New Assistant... button. 3 The New Assistant control is displayed. Click Add.
Figure 42: New Assistant Control

4 Click Add and select New Event > Calendar.

36 TUTORIAL: WINDOWS \ Automating a Task

5 The Event Calendar Control is displayed.

Figure 43: Event Calendar control

6 Click the Add... button in the Schedule section of the Event Calendar Control. 7 The Schedule dialog is displayed. Select Friday in the Weekday section of this dialog and click OK.
Figure 44: Schedule dialog

8 You will now return to the Event Calendar control and will see that your schedule definition of every Friday of every week is included in the Schedule section of the control. Now click the Repetition tab.

TUTORIAL: WINDOWS \ Automating a Task 37

9 In the Repetition tab, specify that the Event should Run only once. Return to the Calendar tab.
Figure 45: Event Calendar control: Repetition tab

10 In the Calendar tab specify the Active Range of the Day. Choose a start time in the evening, 9:00pm [21:00] perhaps. You do not need to specify an End time as the start time selected in this step and the repetition setting made in the previous step ensure this Event will only be true once every Friday from 9:00pm. 11 Give your Event a suitable name, "Friday at 9:00pm" perhaps, and click OK to return to the New Assistant control. You have now created your Event. 12 Now you must create an Action to associate with this Event. In the New Assistant dialog click Add and choose New Action > File Copy.

38 TUTORIAL: WINDOWS \ Automating a Task

13 The File Copy control is displayed. In the Source section browse to or type the path to your users share and append this with the text "\*.mp3". Now check the two options Move file instead of copy and Include sub-directories.
Figure 46: File Copy control

14 In the Destination section of the File Copy control specify a suitable path, a folder on the file server designated to store retrieved mp3s perhaps. 15 Give the Action a suitable name and click OK to return to the New Assistant control. You have now created your Action. 16 Click OK in the New Assistant control to complete the procedure.

TUTORIAL: WINDOWS \ Automating a Task 39

SPREADING COSTS
Northern Storage Chargeback offers you the possibility to spread the costs involved in maintaining your storage infrastructure. Creating a system of internal billing for this service that the IT department provides enables you to both spread cost awareness, most likely leading to a reduction in storage consumption, and to ensure that the money available to support this service always matches the need. Creating such a system with Northern Storage Chargeback ensures that calculations are always 100% accurate and always 100% automatic. The following procedure details how you can create a Chargeback Job that will apply charges for storage consumption to departments [user groups]: 1 Choose: Start > Programs > NORTHERN > Storage Suite > Storage Chargeback. The Northern Storage Chargeback client is displayed. 2 Click Add... The Chargeback Job Wizard Welcome page is displayed, click Next.
Notice! Extra configuration steps are required in order to use Exchange Mailbox data as the source of a Chargeback Job. Consult the relevant section of the User Guide for details.

3 You are now asked to specify which data source should be used. The data source is the service type for which costs will be calculated. Choosing File System will result in the cost associated with normal storage use being calculated, the Exchange Mailboxes option uses mailbox usage and the Quotas option bases costs on Quota Server quota size [100% quota not current usage]. Select File System and click Next.
Figure 47: Chargeback Job Wizard: Data Source dialog

40 TUTORIAL: WINDOWS \ Spreading Costs

4 You are now asked to determine which Cost Center should be used. The Cost Center can be likened to a customer. You can bill individual users, user groups or paths, Choose User Group and click Next.
Figure 48: Chargeback Job Wizard: Cost Center dialog

5 The Paths dialog is now displayed. In the drop-down list of Northern Storage Suite hosts, select the host which contains your user shares [this host will be responsible for managing the required file system scan] and Click Add... You will be able to select additional machines in the next step, if your user shares are spread across multiple file servers. 6 In the path control, expand the host you selected to view all available paths. You can also use the Network tab of this control to browse to user shares on additional file servers. Select the relevant path to your user shares and click Select.
Figure 49: Chargeback Job Wizard: Path control Network tab

7 The Billing Class dialog is now displayed. A Billing Class is essentially a formula to calculate the cost of storage use. Click New to create a new Billing Class.

TUTORIAL: WINDOWS \ Spreading Costs 41

8 The Billing Class Wizard is opened. Click Next on the Welcome page. 9 In the Cost Formula dialog enter a Base Cost of 30 credits. This Base Cost can be likened to a startup fee; each User Group will be charged 30 credits as soon as any storage is used by the group. Now click Add... to begin defining you cost formula. 10 You are now asked to provide the details of a usage bracket and the cost associated with this bracket. Billing Classes can include very advanced multi-tiered cost ratios or simple flat rate calculations. You will now configure a two-tier cost ratio. Enter the first usage bracket as From 0 and the Cost as 5 credits per MB. This cost ratio will charge 5 credits for each megabyte saved from 0 to infinite megabytes. Click OK.
Figure 50: Chargeback Job Wizard: Cost Formula dialog and Cost Ratio control

11 Click Add... again in the Cost Formula dialog and this time enter the usage bracket as From 100 and the Cost as10 credits. This second tier of your cost formula will charge 10 credits for each megabyte saved from 100 to infinite megabytes. Click OK.
Figure 51: Chargeback Job Wizard: Cost Formula dialog

12 Click Next and give your new Billing Class a suitable name and description, perhaps include some details of the cost ratios and Base Cost. Click Finish to activate your new Billing Class.

42 TUTORIAL: WINDOWS \ Spreading Costs

13 You are now returned to the Chargeback Job Wizard. Select the path you previously defined and then select your new Billing Class from the drop-down list. Repeat this step if you defined multiple paths. Click Next.
Figure 52: Chargeback Job Wizard: Billing Class dialog

14 You can now define when your Chargeback Job should be performed. Selecting to have the job performed in the evening will ensure the scan is not performed at times when additional load on the file server may be unwanted. You could also select to have the job repeated every week in order to monitor for any peaks in usage that could be missed if you only run the Chargeback Job at times when invoices are to be issued to your departments. Make your selections and click Next.
Figure 53: Chargeback Job Wizard: Billing Class dialog

15 The Notifications dialog is now presented. It may be useful to send a Popup notification to a member of the Financial department, so that the new report can be immediately retrieved and invoices issued. Specify a relevant user name and click Next. 16 You are now asked to provide your Chargeback Job with a name and description. Make sure you specify information that will allow quick recognition for any member of the financial team. Complete the fields and click Next. 17 Now click Finish to complete your configuration of this Chargeback Job.

TUTORIAL: WINDOWS \ Spreading Costs 43

TUTORIAL: NETAPP
This section provides a step-by-step guide to implementing five of the key features of Northern Storage Suite within a Windows environment.

IMPLEMENTING A SIMPLE CONTROL POLICY

Northern Quota Server includes a series of Storage Policy Wizards. These wizards can be used to quickly implement a policy of storage control, all settings are configured within an easy-tofollow linear framework. The procedure below details how to implement a policy that will control users storage consumption on your NetApp filer. 1 Choose: Start > Programs > NORTHERN > Storage Suite > Quota Server. The Northern Quota Server Start Page is displayed.
Figure 54: Northern Quota Server: Start Page

2 Select 'Set Remote Quota'. The Storage Policy Wizard welcome page appears. Click Next.

44 TUTORIAL: NETAPP \ Implementing a Simple Control Policy

3 Specify the quota type as 'Auto Dir'. This quota type automatically sets individual quotas on all directories one level beneath the chosen path. It is ideally suited for a user share structure. Click Next.
Figure 55: Storage Policy Wizard: Quota Types

4 Browse to or type the name of the host you have previously installed - the Managing Host for your NetApp Filer. Click Next.
Figure 56: Storage Policy Wizard: Managing Host selection

TUTORIAL: NETAPP \ Implementing a Simple Control Policy 45

5 Click Browse and select the parent directory to your test user shares. Click OK and click Next.
Figure 57: Storage Policy Wizard: Quota Path selection

Notice! You must have completed the Storage Portal Configuration Wizard to enable this option [Integration with Quota Server on page 19]

6 Now set the quota size. The size can be set in bytes or by typing the desired number of megabytes followed by the letter 'M', the desired number of gigabytes followed by the letter 'G', etc. - Check to 'Lock the directory when the quota is 100% full'. - Check to 'Mail to admin when quota is 75% full' and specify your mail account. - If you use the Messenger Service check to 'Send popup to user when quota is 50% full'. - Specify the Notifications Template Group to be 'Standard Storage Portal'. - Click Next
Figure 58: Storage Policy Wizard: Quota Properties

7 Implement your new NetApp Quota Policy by clicking Finish on the Summary Page. 8 You have now implemented a simple control policy.

46 TUTORIAL: NETAPP \ Implementing a Simple Control Policy

IMPLEMENTING AN ADVANCED CONTROL POLICY

The procedure below details how to implement a more advanced control policy, using multiple thresholds and notifications. 1 Choose: Start > Programs > NORTHERN > Storage Suite > Quota Server. The Northern Quota Server Start Page is displayed. Close the Start Page and click File System Quotas in the Quota Server interface. 2 Right-click in the File System Quotas view and select New from the context menu. The Properties Pane will become available at the General tab.
Figure 59: Northern Quota Server: File System Quotas view

TUTORIAL: NETAPP \ Implementing an Advanced Control Policy 47

3 Select the Windows server where you previously installed NSS. Browse for or type the path to the parent directory of your user shares on the NetApp filer. Move to the Settings tab.
Figure 60: Northern Quota Server: Quota Properties pane - General tab

4 Enter the desired quota size, 500M for instance. Set the quota type to Remote Auto Dir. Select the Standard Storage Portal template group. Now move to the Threshold tab.
Figure 61: Northern Quota Server: Quota Properties pane - Settings tab

5 Check the threshold Level 1 checkbox to make all thresholds active. Choose 'Lock dir and closed files' as the Action to be taken at threshold 3 - only the saving of currently open files will be allowed after 100% of quota is reached. Choose Mail from the User Notify options for all threshold levels and Mail for Admin Notify at threshold 3. Now move to the Notifications tab.
Figure 62: Northern Quota Server: Quota Properties pane - Thresholds tab

48 TUTORIAL: NETAPP \ Implementing an Advanced Control Policy

6 Specify your email address in Admin settings, Mail Address. If you are configuring this quota simply for testing then also specify your email address in the User settings, Mail Address. If you wish to send notifications to users who are saving into the object[s] then several options are available: using the variable '%user' followed by '@mycompany.net', as in the string '%user@northern.net', will take the directory/share name of the quota and append it with '@northern.net', making it suitable for user shares when the share name matches your user mail accounts.
Figure 63: Northern Quota Server: Quota Properties pane - Notifications tab

7 Right-click on the grey area to the right and select Apply from the context menu. Your quota[s] will now be displayed in the main view.
Figure 64: Northern Quota Server: Quota Properties pane

8 Your have implemented an advanced control policy.

TUTORIAL: NETAPP \ Implementing an Advanced Control Policy 49

IMPLEMENTING A FILE BLOCK POLICY

Northern Quota Server offers the possibility to set file block quotas - preventing users from saving specific file types. The procedure below details how to implement a policy that will prevent users from saving specific file types on your NetApp filer. 1 Choose: Start > Programs > NORTHERN > Storage Suite > Quota Server. The Northern Quota Server Start Page is displayed. Close the Start Page and select the File System Quotas view. 2 Select Prohibit music files from being stored... from the Policies menu. Click Next in the Policy Wizard welcome page.
Figure 65: Northern Quota Server: Policies menu

3 Select NetApp in the Server selection page and click Next. 4 Browse to or type the name of the Windows host where you have previously installed NSS. Click Next.

50 TUTORIAL: NETAPP \ Implementing a File Block Policy

5 Click Browse and select the shares and/or directories on the NetApp filer that will be subject to this policy. Click OK. Confirm that all of the desired objects are shown in the list and click Next.
Figure 66: Northern Quota Server: Path selection

6 Add, delete or edit the files types that will be blocked by this policy. Click Next.
Figure 67: Northern Quota Server: Blocked file types

TUTORIAL: NETAPP \ Implementing a File Block Policy 51

7 Implement your new NetApp File Block policy by clicking Finish on the Summary Page.
Figure 68: Northern Quota Server: Implement policy

8 Now close the Storage Policy Wizard. Your File Block quotas will be displayed in the File System Quotas view.

52 TUTORIAL: NETAPP \ Implementing a File Block Policy

MONITORING CAPACITY USAGE

Northern Storage Reporter offers the possibility to view usage patterns - to highlight how your filer is being used, who is using and what it is being used for. The procedure below details how to you can display this usage data in the user interface of Storage Reporter. 1 Choose: Start > Programs > NORTHERN > Storage Suite > Config. The Northern Storage Suite Configuration page is displayed. 2 Expand the Host Management control and click Add.
Figure 69: Northern Storage Suite: Host Management control

3 The Add Host Wizard is displayed. Click Next.

TUTORIAL: NETAPP \ Monitoring Capacity Usage 53

4 Browse to or type the name of the host where you previously installed Northern Storage Suite. Click Next.
Figure 70: Northern Storage Suite: Host selection

5 Confirm that you wish to perform additional configuration steps for Northern Storage Reporter. Click Next. 6 Click Edit to change the default scan configuration.
Figure 71: Northern Storage Suite: Default Scan Path

7 Select the 'All volumes' entry in the path list and then click Remove.

54 TUTORIAL: NETAPP \ Monitoring Capacity Usage

8 Click Add and choose 'All Subdirectories of a Specified Path'.

Figure 72: Northern Storage Suite: Include Path dialog

9 Select the Network tab and browse to a path on the NetApp filer that you wish to scan, i.e. the user shares' parent directory. Click Select.
Figure 73: Northern Storage Suite: Include Path browser, Network Tab

10 Confirm that the path is included and click Next. 11 Select 'Windows directory' and click Remove. Now click Finish.

TUTORIAL: NETAPP \ Monitoring Capacity Usage 55

12 Confirm your selections by clicking Next on the summary page.

Figure 74: Northern Storage Suite: Scan Path summary

13 Select a suitable start time and repeat schedule for this scan, 8pm starting today and repeating every day for example. Click Next.
Figure 75: Northern Storage Suite: Scan schedule

56 TUTORIAL: NETAPP \ Monitoring Capacity Usage

14 Select a target database for the scan results. An existing database that is being used to store NSS data is ideal - you do not need separate databases for Windows and NetApp scan data.
Figure 76: Northern Storage Suite: Database configuration

15 Confirm your scan configuration by clicking Finish on the summary page. 16 Scan results will be displayed in the Northern Storage Reporter interface immediately after your first scan has been completed. The NetApp filer will be available for Host Group Management - so you can manipulate how data from your filer appears in the Storage Reporter interface.
Notice! You must have completed the configuration of File Type Groups to enable this feature in the Storage Reporter interface [Creating File Type Groups on page 27]

TUTORIAL: NETAPP \ Monitoring Capacity Usage 57

SCHEDULING REPORTS ON A NETAPP FILER

In addition to displaying status and trends in its graphical interface, Northern Storage Reporter also offers the possibility to schedule reports - reports designed to gather very specific data. The procedure below details how to schedule a report on your NetApp filer. 1 Choose: Start > Programs > NORTHERN > Storage Suite > Storage Reporter. The Northern Storage Reporter interface is displayed. Click Reports to move to the Reports view.
Figure 77: Northern Storage Suite: Scheduled Reports

2 Click the Define button for a 'Report on File Extension'.

58 TUTORIAL: NETAPP \ Scheduling Reports on a NetApp filer

3 Click Add on the Define tab. The Schedule Report Wizard welcome screen is displayed, click Next.
Figure 78: Northern Storage Suite: Scheduled Report Wizard

4 Select to schedule a Remote report. Click Next. 5 Select the host where you previously installed Northern Storage Suite. Click Next.
Figure 79: Northern Storage Suite: Managing Host selection

TUTORIAL: NETAPP \ Scheduling Reports on a NetApp filer 59

6 In the path selection page, click Add. Now type or browse to the path on the NetApp filer that you would like to report on, your user shares parent directory for example. Click Select to add this path to the list and return to the path selection page. Now click Next.
Figure 80: Northern Storage Suite: Path selection

7 On the filter definition page, click Add and type a suitable file extension, WMV or MP3 for instance. Repeat this process to add multiple extensions. Click Next when all of the desired extensions are listed.
Figure 81: Northern Storage Suite: Filter Definition

60 TUTORIAL: NETAPP \ Scheduling Reports on a NetApp filer

8 On the schedule page select to 'Perform now' and repeat every '0' days. Click Next.
Figure 82: Northern Storage Suite: Schedule

9 If you are using Messenger Service, select to send a popup notification upon completion of the report and specify your machine name as the receiver. Otherwise select to send an email to your address. Click Next.
Figure 83: Northern Storage Suite: Notifications

10 Give a suitable name and description to your report, so that you and your colleagues will be able to quickly recognize it later. Click Finish. 11 Depending on the size of the path you selected to be scanned, you will shortly receive a popup or email to confirm that your report has run. You can then view the results of your report in the Report on File Extension > Results tab. 12 You may also wish to configure a 'Report on Binary File Type' and compare the results of these two reports to identify users who are renaming unwanted files.

TUTORIAL: NETAPP \ Scheduling Reports on a NetApp filer 61

CONFIGURING A CHARGEBACK JOB

Northern Storage Chargeback offers the possibility to associate a true financial cost to storage use - either as a report to raise awareness or as an invoice to demand payment. The procedure below details how to configure a Chargeback Job on your NetApp filer. 1 Choose: Start > Programs > NORTHERN > Storage Suite > Storage Chargeback. The Northern Storage Chargeback interface is displayed. 2 Click Add on the Chargeback Job page. The Chargeback Job Wizard is displayed, click Next. 3 Select to use 'File System' usage data as the basis of your cost calculation. Click Next.
Figure 84: Chargeback Job Wizard: Data Source

4 Choose to calculate costs per 'User Group'. Click Next.

Figure 85: Chargeback Job Wizard: Cost Center

62 TUTORIAL: NETAPP \ Configuring a Chargeback Job

5 In the drop-down menu on the path selection page, select the host where you previously installed Northern Storage Suite. Click Add.
Figure 86: Chargeback Job Wizard: Managing Host

6 Now type or browse to the path on the NetApp filer [on the network tab] that you would like to scan, your user shares parent directory for example. Click Select to add this path to the list and return to the path selection page. Now click Next.
Figure 87: Chargeback Job Wizard: Path Selection

7 On the Billing Class selection page click New. The Billing Class Wizard welcome page is displayed, click Next.

TUTORIAL: NETAPP \ Configuring a Chargeback Job 63

8 Click Add and specify that from 0MB a cost of 0.03 US$ will be incurred for each megabyte stored - this is a realistic figure for storage cost. Click OK.
Figure 88: Chargeback Job Wizard: Billing Class definition

9 Click Next and give your new Billing Class a suitable name and description. Click Next and then Finish to complete the configuration of your Billing Class. 10 Select the path you previously chose to be the source of your data and then select your new Billing Class from the drop-down menu. Click Next.
Figure 89: Chargeback Job Wizard: Billing Class selection

64 TUTORIAL: NETAPP \ Configuring a Chargeback Job

11 On the schedule page select to 'Perform now' and repeat every '0' days. Click Next.
Figure 90: Chargeback Job Wizard: Schedule

12 If you are using Messenger Service, select to send a popup notification upon completion of the job and specify your machine name as the receiver. Otherwise select to send an email to your address. Click Next.
Figure 91: Chargeback Job Wizard: Notifications

13 Give a suitable name and description to your Chargeback Job. Click Finish. 14 Depending on the size of the path you selected to be scanned, you will shortly receive a popup or email to confirm that your Chargeback Job has run. Results are available through the 'Results' page.

TUTORIAL: NETAPP \ Configuring a Chargeback Job 65

AUTOMATING A SIMPLE TASK

Northern Storage Assistant offers the possibility to automate various storage management tasks - from straightforward disk cleanup to complex reactions to advanced events. The procedure below details how to configure a simple Assistant. 1 Choose: Start > Programs > NORTHERN > Storage Suite > Storage Assistant. The Northern Storage Assistant interface is displayed. 2 Click New Assistant in the Storage Assistant interface. The Assistant configuration dialog is displayed. 3 Click Add and select to add a New Event > Calendar Event.
Figure 92: Storage Assistant: Adding Event

66 TUTORIAL: NETAPP \ Automating a Simple Task

4 In the Calendar Event dialog enable the Active Date Range and leave the default maximum range. - Now specify the end time to be 1 minute past midnight, 00:01:00. - Give your Calendar Event a suitable name, 'Every Night' for instance. Click OK.
Figure 93: Storage Assistant: Calendar Event

5 Confirm that your Event is shown in the Events section of the Assistant configuration dialog. Click Add and select to add a New Action > File Copy.
Figure 94: Storage Assistant: Adding Action

TUTORIAL: NETAPP \ Automating a Simple Task 67

6 Select the 'Source' of the copy action as a suitable path on your filer, the parent directory of your user shares for instance. - Append this path with the string '\*.mp3'. - Select to 'Move instead of Copy' and to 'Include sub-directories'. - In the 'Location' section type or browse for a suitable location to where all the mp3 files stored under 'HOME' should be moved, perhaps dropping them into your own share. File structure will be maintained after the move - so you will see who was storing these files. - Give your Action a suitable name, 'User mp3s to Admin Share' for instance. Click OK.
Figure 95: Storage Assistant: File Copy Action

7 Confirm that both your Event and your Action are shown in the Assistant configuration dialog. Give your Assistant a suitable name, 'User mp3 off Home every night' for instance. Click Run Now to have your action performed immediately or click OK to have it performed as per the rules of your Action [every night at midnight]. 8 You have now configured your cleanup Assistant.

.. Pillar Solutions | Gilbert House | River Walk | Tonbridge | Kent | TN9 1DT t: 01732 363 670 | f: 01732 363 678 | e: sales@pillar-solutions.com | w: www.pillar-solutions.com
68 TUTORIAL: NETAPP \ Automating a Simple Task