Installing the File Server Resource Manager Tools

The File Server Resource Manager tools can be installed separately or it can be installed during the installation of the File Services role. If the FSRM tools needs to be installed on a system that is not a file server or just installed separately, perform the following steps:

1. Log on to the Windows Server 2008 R2 system with an account with administrator privileges.
2. Click Start, click All Programs, click Administrative Tools, and select Server Manager.
3. Click on the Features node in the tree pane, and then click on Add Features in the tasks pane.
4. The Add Features Wizard opens. On the Select Feature page, click the plus symbol next to Remote Server Administration Tools.
5. Click the plus symbol next to Role Administration Tools.
6. Click the plus symbol next to File Services tools, check the File Server Resource Manager Tools check box and click Next to continue.
7. On the Confirm Installation Selections page, review the selections made and click Install to continue.
8. On the Installation Results page, review the result summary, and click Close to complete the installation.

On a system with the FSRM tools installed but not the File Server role and File Server Resource Manager services, FSRM will only be available from the Administrative Tools menu to manage remote servers. On systems with the File Server role and File Server Resource Manager services installed, FSRM will be available in the Server Manager console in the File Services group under Roles.

NOTE: If the File Services role is installed but the File Server Resource Manager tool cannot connect to the system, chances are that during the File Services role installation, File Server Resource Manager was not selected. To add this functionality, the File Service Resource Manager service will need to be added using the Add Role Services from the tasks pane in the Server Manager Role node.

FSRM Global Options

To enable the full functionality of the FSRM service, FSRM notifications, and FSRM auditing and reporting, FSRM global options need to be configured. FSRM settings such as the SMTP server to use for email notifications, notification limits, the location of reports, and enabling file screen auditing can be configured by right-clicking the File Server Resource Manager node in Server Manager, and selecting Configure Options. FSRM settings apply to only the single server they are configured on. These settings can be configured on remote servers using the FSRM console, but settings cannot be created and applied to multiple servers using the FSRM interface.

Configuring Quotas with File Server Resource Manager

After the File Server Resource Manager service and tool has been installed, an administrator can launch the tool and begin creating FSRM quota and file screening policies. To open the FSRM console, perform the following steps:

1. Log on to the Windows Server 2008 R2 system with an account with administrator privileges.
2. Click Start, click All Programs, click Administrative Tools, and select Server Manager.
3. Double-click on Roles.
4. Double-click on File Services.
5. Double-click on Share and Storage Management.
6. Double-click on the File Server Resource Manager console.

To create a new quota using the File Server Resource Manager console, continuing from the preceding set of steps, perform the following steps:

1. Double-click the Quota Management node under the FSRM console.
2. Select the Quotas node in the tree pane.
3. In the Actions pane, click the Create Quota link to begin the process.
4. When the Create Quota window opens, specify the path for the quota, such as E:\UserShares.
5. Select the Auto Apply Template and Create Quotas on Existing and New Subfolders option button.
6. In the Quota Properties section of the window, select the Derive Properties from This Quota Template option button and from the drop-down menu, select the 200 MB Limit Reports to User template, and click Create.
7. After the quota is created, click the Refresh link in the Actions pane.
8. In the tasks pane, the new quota will be listed, along with the quotas applied to all existing subfolders and the current status of each quota.
9. Review the quotas as desired and close the Server Manager console.