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The following procedure guides you through the process of creating a file management task for expiring files. File expiration tasks are used to automatically move all files that match certain criteria to a specified expiration directory, where an administrator can then back those files up and delete them.
When a file expiration task is run, a new directory is created within the expiration directory, grouped by the server name on which the task was run.
The new directory name is based on the name of the file management task and the time it was run. When an expired file is found it is moved into the new directory, while preserving its original directory structure.
To create a file expiration task |
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Click the File Management Tasks node.
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Right-click File Management Tasks, and then click Create File Management Task (or click Create File Management Task in the Actions pane). This opens the Create File Management Task dialog box.
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On the General tab, enter the following information:
- Name. Enter a name for the new
task.
- Description. Enter an optional
descriptive label for this task.
- Scope. Add the directories that this
task should operate on by using the Add button. Optionally,
directories can be removed from the list using the Remove
button. The file management task will apply to all folders and
their subfolders in this list.
- Name. Enter a name for the new
task.
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On the Action tab, enter the following information:
- Type. Select File Expiration
from the drop-down box.
- Expiration Directory. Select a
directory where files will be expired to.
Warning Do not select a directory that is within the scope of the task, as defined in the previous step. Doing so could cause an iterative loop that could lead to system instability and data loss.
- Type. Select File Expiration
from the drop-down box.
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Optionally, on the Notification tab, click Add to send e-mail notifications, log an event, or run a command or script a specified minimum number of days before the task performs an action on a file.
- In the Number of days before task is
executed to send notification combo box, type or select a value
to specify the minimum number of days prior to a file being acted
on that a notification will be sent.
Note Notifications are sent only when a task is run. If the specified minimum number of days to send a notification does not coincide with a scheduled task, the notification will be sent on the day of the previous scheduled task.
- To configure e-mail notifications, click the
E-mail Message tab and enter the following information:
- To notify administrators when a threshold is
reached, select the Send e-mail to the following
administrators check box, and then enter the names of the
administrative accounts that will receive the notifications. Use
the format account@domain, and use semicolons to separate
multiple accounts.
- To send e-mail to the person whose files are
about to expire, select the Send e-mail to the user whose files
are about to expire check box.
- To configure the message, edit the default
subject line and message body that are provided. The text that is
in brackets inserts variable information about the quota event that
caused the notification. For example, the [Source File
Owner] variable inserts the name of the user whose file is
about to expire. To insert additional variables in the text, click
Insert Variable.
- To attach a list of the files that are about
to expire, click Attach to the e-mail list of files on which
action will be performed, and type or select a value for
Maximum number of files in the list.
- To configure additional headers (including
From, Cc, Bcc, and Reply-to), click Additional E-mail
Headers.
- To notify administrators when a threshold is
reached, select the Send e-mail to the following
administrators check box, and then enter the names of the
administrative accounts that will receive the notifications. Use
the format account@domain, and use semicolons to separate
multiple accounts.
- To log an event, click the Event Log
tab and select the Send warning to event log check box, and
then edit the default log entry.
- To run a command or script, click the
Command tab and select the Run this command or script
check box. Then type the command, or click Browse to
search for the location where the script is stored. You can also
enter command arguments, select a working directory for the command
or script, or modify the command security setting.
- In the Number of days before task is
executed to send notification combo box, type or select a value
to specify the minimum number of days prior to a file being acted
on that a notification will be sent.
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Optionally, use the Report tab to generate one or more logs or storage reports.
- To generate logs, select the Generate
log check box and then select one or more available logs.
- To generate reports, select the Generate a
report check box and then select one or more available report
formats.
- To e-mail generated logs or storage reports,
select the Send reports to the following administrators
check box and type one or more administrative e-mail recipients
using the format account@domain. Use a semicolon to separate
multiple addresses.
Note The report is saved in the default location for incident reports, which you can modify in the File Server Resource Manager Options dialog box.
- To generate logs, select the Generate
log check box and then select one or more available logs.
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Optionally, use the Condition tab to run this task only on files that match a defined set of conditions. The following settings are available:
- Property conditions. Click Add
to create a new condition based on the file’s classification. This
will open the Property Condition dialog box, which allows you to
select a property, an operator to perform on the property, and the
value to compare the property against. After clicking OK,
you can then create additional conditions, or edit or remove an
existing condition.
- Days since file was last modified.
Click the check box and then enter a number of days into the spin
box. This will result in the file management task only being
applied to files that have not been modified for more than the
specified number of days.
- Days since file was last accessed.
Click the check box and then enter a number of days into the spin
box. If the server is configured to track timestamps for when files
were last accessed, this will result in the file management task
only being applied to files that have not been accessed for more
than the specified number of days. If the server is not configured
to track accessed times, this condition will be ineffective.
- Days since file was created. Click the
check box and then enter a number of days into the spin box. This
will result in the task only being applied to files that were
created at least the specified number of days ago.
- Effective starting. Set a date when
this file management task should start processing files. This
option is useful for delaying the task until you have had a chance
to notify users or make other preparations in advance.
- Property conditions. Click Add
to create a new condition based on the file’s classification. This
will open the Property Condition dialog box, which allows you to
select a property, an operator to perform on the property, and the
value to compare the property against. After clicking OK,
you can then create additional conditions, or edit or remove an
existing condition.
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On the Schedule tab, click Create Schedule, and then in the Schedule dialog box, click New. This displays a default schedule set for 9:00 A.M. daily, but you can modify the default schedule. When you have finished configuring the schedule, click OK.
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Click OK.