Step Reference

Configure e-mail settings if you plan to send file screening notifications or storage reports by e-mail.

Configure E-Mail Notifications

Enable recording of file screening events in the auditing database if you plan to generate File Screening Audit reports.

Configure File Screen Audit

Assess stored file types that are candidates for screening rules. You can use reports at the Storage Reports Management node to provide data. (For example, run a Files by File Group report or a Large Files report on demand to identify files that occupy large amounts of disk space.)

Generate Reports on Demand

Review the preconfigured file groups, or create a new file group to enforce a specific screening policy in your organization.

Define File Groups for Screening

Review the properties of available file screen templates. (In File Screening Management, click the File Screen Templates node.)


Create a new file screen template to enforce a storage policy in your organization.

Edit File Screen Template Properties


Create a File Screen Template

Create a file screen based on the template on a volume or folder.

Create a File Screen

Configure file screen exceptions in subfolders of the volume or folder.

Create a File Screen Exception

Schedule a report task containing a File Screening Audit report to monitor screening activity periodically.

Schedule a Set of Reports


If you want to limit storage on a volume or folder, see Checklist: Apply a Quota to a Volume or Folder.