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Novell FILE SYSTEM FACTORY 1.2.1 - ADMINISTRATION Manual

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Novell

File System Factory

w w w . n o v e l l . c o m
1 . 2 . 1
A D M I N I S T R A T I O N G U I D E
A u g u s t 3 0 , 2 0 0 5

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Summary of Contents for Novell FILE SYSTEM FACTORY 1.2.1 - ADMINISTRATION

  • Page 1: Novell

    Novell File System Factory w w w . n o v e l l . c o m 1 . 2 . 1 A D M I N I S T R A T I O N G U I D E...
  • Page 2 Novell, Inc. 404 Wyman Street, Suite 500 Waltham, MA 02451 U.S.A. www.novell.com File System Factory 1.2.1 Administration Guide August 30, 2005 Online Documentation: To access the online documentation for this and other Novell products, and to get updates, see www.novell.com/documentation.
  • Page 3 Internet User Administrator is a trademark of Condrey Consulting Corporation. Third-Party Materials Novell is a registered trademark of Novell, Inc. in the United States and other countries. Novell Cluster Services is a trademark of Novell, Inc. Novell Directory Services is a trademark of Novell, Inc.

  • Page 4: Table Of Contents

    Enabling and Configuring Quota Management for a Policy........53 Setting up Rights to Use Quota Manager..............53 Using the Quota Manager Interface................54 Configuring the Executive Dashboard...............57 Executive Dashboard Security Principle Object............58 Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 5 18 Universal Resource Access..................75 19 Home Directory Deployment Scenarios..............77 20 Collaborative Storage Management................79 Collaborative Storage in Business ................79 Collaborative Storage in Education ................80 21 Data Migration......................82 22 Release Notes.......................85 Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.

  • Page 6: Welcome

    Designed for the real world from the inside out, Novell File System Factory is built on procedures proven in real world environments. In the real world target servers die, volumes dismount, routers are rebooted and backhoes dig up communication links.

  • Page 7: Product Mission And Key Benefits

    The major objective of Novell File System Factory is to create a storage management subsystem to back these Administrator instructions: 1. Install some disk storage.
  • Page 8 Enable Migration to New Provisioning Processes Novell File System Factory is an invaluable resource to assist organizations in moving to a new or adding an additional provisioning process. By using File System Factory to make storage creation and management a separate but linked component of the user provisioning process, organizations are now free to adopt and migrate to the new provisioning technologies of Novell.

  • Page 9: Overview

    File System Factory™ contains selectable algorithms for load-balancing storage across multiple servers and volumes. These may be traditional NetWare volumes, volumes based on Novell Storage Services (NSS), or volumes backed by Novell Cluster Services. When an event occurs in the tree, the event-monitoring component of File System Factory™...

  • Page 10: Components And Transaction Flow

    4. The Engine NLM contains a process queue and event database on the local system. It applies the Policy to the event and acts on the target file system pointed to by the Policy. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.

  • Page 11: Product Requirements

    Product Requirements The following table defines all requirements to run File System Factory™. Component Requirement NDS/eDirectory Any Novell supported version of NDS or eDirectory (6.xx, 7.xx, 8.xx, 85.xx, 8.6.x. and 8.7.x) Replica There are no replica location requirements. Because Placement File System Factory™...

  • Page 12: New Features In Version 1.2.1

    New Features in Version 1.2.1 Novell File System Factory™ 1.2.1 resolves several known issues and enhances the existing feature set. Resolved issues include Functionality added to prevent events from queuing, and not clearing Case matching issue which caused unnecessary moves Unusual characters in object names including underscores in server and volume names not working in the admin Dashboard, “&”, “.”...

  • Page 13: New Features In Version 1.2

    New Features in Version 1.2 Novell File System Factory™ 1.2 has been updated to the Novell common web interface skin. It also has many new features to further enhance the experience of identity based file system provisioning. This section identifies and gives reference to sections in this guide which provide detail on the use and access of the new features.

  • Page 14: Global Event Subsystem

    File Browse capability; see section 10, Management Interface. Ability to assign a deleted user’s files to a manager and manage using workflow, based on Novell eGuide; see section 15, Workflow. New backfill options including group and template backfill; see section 12, Backfill Operations.
  • Page 15 Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 16 Policy or template. Currently, the following events are monitored: User Add Object Delete Object Rename Object Move Object File System Factory™ Policy Assignment Modify Manager attribute from Novell eGuide Group Add Object Delete Object Rename Object Member Attribute Add Member...
  • Page 17 Note: In the event of large numbers of events queuing, which for some reason cannot clear through regular engine processing, there is a new multiple event abort feature available for restricted use by contacting support at fsfdev@novell.com. Novell File System Factory™ Administrator’s Guide...

  • Page 18: Installation And Configuration

    Before you start this section, you should take a look at the rights your server already has in the tree. Novell gives some server objects Supervisor rights to the root of the tree by default. If your server already has these rights, you may skip the remainder of this section.

  • Page 19: Base Installation

    Algorithm: Select the distribution algorithm that you would like to use. Quota: Enter the number of megabytes that you would like to be applied to each home directory as a quota. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.

  • Page 20: Assigning A Policy To A Container

    Depending on replica location and synchronization, the update may take a minute. As with all things DS, wait “an appropriate amount of time.” Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.

  • Page 21: Applying A Policy To Existing Users

    The engine will then apply the appropriate policy to any users in that container or any sub-containers. Those users that do not already have a home directory will be queued up as events for the Engine to process. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.

  • Page 22: Management Interface

    “Manage” link under the File System Factory™ menu item. Access NetWare Remote Manager by going to the default page: (Ex: http://your.server.name.or.ip.address:8008) Via SSL: (Ex: https://your.server.name.or.ip.address:8009) Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 23 Clicking on the “Manage” link will take you to the File System Factory™ Management Interface. Navigate using the buttons at the top. The functions of these buttons are described in the next section, “Using the Management Interface.” Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.

  • Page 24: Using The Management Interface

    13, 14 and 15 for more details on these interfaces. Using the Management Interface The options available from the management interface include: Admin Dashboard Configure FSF Engine Reports/Logfiles Manage FSF Engine Manage FSF Policies. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 25 The Engine Status Page provides the same information that can be seen on the File System Factory™ Engine Console. The engine status indicates whether the engine is accepting and/or processing events. General information includes version information, Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 26 Events tracked include user and group add, delete, deferred delete, rename, user move and user set policy. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 27 NLM, and any servers which host storage pointed to by policy paths. Status is indicated as a “green light” when connectivity is good, and a “red light” when there is a problem. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 28 It is possible to select multiple time periods to be able to observe change over time. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 29 User or Group.) If Policy or Volume is selected, the appropriate drop down list box will be enabled. Select an item from the list. Select one or more time frame, and press submit to generate the report. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 30 This option allows access to the areas of the product that require configuration. The default page is the engine configuration which includes Administration management configuration and Log file management. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 31 Factory Engine. The default screen is the Engine Status, but from this view the administrator can exercise some control on events occurring. The menu options include: Engine Status Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 32 For example, if a user is deleted, and the policy on that user indicated that the home directory should not be deleted for 30 days, that event will remain in the queue until the time is up before it can be completed. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 33 Each option is explained in detail on the page to assist with troubleshooting. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 34 This can be helpful if multiple people monitor or administer File System Factory™. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 35 To browse into a container object, click on the blue arrow on the left. To browse back up the tree, click on the portion of the context to go to. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 36 A summary by suffix and file size is also displayed, with details of the size of the largest file, the number of files and the number of subdirectories in the user’s home directory. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 37 The sub-directories are listed, followed by the files in the current directory. Choosing a subdirectory changes the view to that subdirectory. The “Trustees” button initiates the security analysis option described next. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 38 (IRFs) can be discovered through this analysis as well. When the analysis is run, the list is displayed, and the following legend is displayed as well, to help the administrator to understand the results. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 39 The report also provides details on collective information, including volumes, paths, rights and quotas, identifying potential problems where possible. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 40 Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.

  • Page 41: Policy Definitions And Application

    For example, an LDAP application or a Novell Identity Manager (formerly DirXML) driver might set this attribute as part of the user provisioning process.
  • Page 42 Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 43 Specifies a weekly schedule for when data may Schedule be moved during a data migration operation. DelWait Specifies how to manage File System Cleanup for User Home Directories. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 44 The random distribution method is quite effective and in our tests has proven to be a good selection for most installations unless the target volumes are not close to the same size at installation. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 45 30 days and there are 400 deletes pending because of this policy. If the policy is changed to defer deletes for 45 Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 46 400 pending deletes so that each of them adheres to the new 45 day policy. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.

  • Page 47: Backfill Operations

    Each user object is analyzed and worked with independently, regardless of whether the backfill is initiated via container, group, or directly against an individual user. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 48 See the section on “Enforce Paths” in the “Data Migration” chapter for more information about using this special backfill sub-option to trigger user data movement from unmanaged to managed storage locations. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 49 Hint: This option is useful for distributing files and subdirectory structures to user home directories or setting flags on home directories Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 50 When running the Container backfill, an option is present to turn off the analysis of sub- container. When this option is selected, only the objects in the selected container are analyzed and processed. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 51 To use these options browse to a group and select the bacfill icon. On the left menu, select “Group Storage Management.” This backfill has its own set of options. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.

  • Page 52: Quota Manager

    The steps for using quota manager are as follows: Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.

  • Page 53: Enabling And Configuring Quota Management For A Policy

    Because this feature uses eDirectory rights, the traditional inheritance applies, including the use of inherited rights filters. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.

  • Page 54: Using The Quota Manager Interface

    It will be necessary for the user to log in. If the user is in the File System Factory™ index, the common name will be sufficient; otherwise a fully distinguished name is required. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 55 Green = space available > 25% of quota Yellow = space available < 25% of quota Red = space available < 10% of quota Click on the stoplight to manage the user’s quota. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 56 Statistics include the size of the largest file, the number of files and subdirectories, and a list indicating number of files by extension, and sorted by size. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.

  • Page 57: Configuring The Executive Dashboard

    “Policy Statistics” and “Disk Usage.” Select the appropriate check boxes to enable the desired features. Note: The default for all the Executive Dashboard elements is Disabled. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.

  • Page 58: Executive Dashboard Security Principle Object

    Executive Dashboard. To accomplish this, File System Factory™ supports any object type that supports security equals to (e.g. group and organizational role objects). Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.

  • Page 59: Using The Executive Dashboard Interface

    Events tracked include user and group add, delete, deferred delete, rename, user move and user set policy. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 60 User or Group.) If Policy or Volume is selected, the appropriate drop down list box will be enabled. Select an item from the list. Select one or more time frame, and press submit to generate the report. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 61 To generate this report select either Individual Policy, or All Policies. If Individual Policy is selected, the drop down list box will be activated. Select the desired policy and press submit. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 62 The amount of space on the volume, the amount of space in use, the amount of space available and the percentage free are displayed. A status “stoplight” indicates where space is getting low. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.

  • Page 63: Configuring Workflow

    When configuring a policy that will govern user home directory storage, you have the ability enable and configure workflow processing for users covered by the given policy. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.

  • Page 64: Setting Up The Workflow Management Structure

    Factory™ 1.2, the end-user interface for the Workflow component is external to the NetWare Remote Manager interface. Most administrators do not want end users seeing or Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 65 Once logged in, the employee manager will view all workflow entities which have been assigned to him and can then perform operations on them. The documentation in the user interface will detail these operations. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.

  • Page 66: Template Processing

    To use the powerful abilities of group templates, there are some basic steps to follow. Greater detail of how the elements of group templates are used follow this section, but these are the steps to get started.. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 67 File System Factory™ automatically create subdirectories for each owner or member in a given member’s personal space. Consider the following directory template designed for an educational environment: Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 68 TJones.Students.STATEU TSmythe.Students.STATEU WClark.Students.STATEU And the following 2 instructors are added as owners: ABelcher.Staff.STATEU KAlesanto.Staff.STATEU The resulting directory for Spanish 340 Section 1 would look as follows: Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 69 With dynamic trustee management, there are two types of controls. Firstly, the group object itself may be given specific rights within the file system associated with the group. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.

  • Page 70: Examples

    Let’s look at some examples of both static and dynamic trustee assignment in action. Examples Example 1: Educational For this example, we will use the educational template sample below: Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 71 Policy that is pointing to our template. As soon as the group is created in the tree, here is what the disk space and trustee assignments will look like: Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 72 -owner- object to the other folders. Lastly, let’s add two students as group members, ABaker.students.STATEU and TJackson.students.STATEU. Here is the result: Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.

  • Page 73: Template Summary

    You also have the ability to define templates that leverage the power of File System Factory™ to dynamically control group disk space contents and trustee assignments based on changes to either group members or owners, or both. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.

  • Page 74: Mass User Testing

    File System Factory™. If you are a licensed user of File System Factory™, you are free to use it for other purposes at your site. You may not distribute it further. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.

  • Page 75: Universal Resource Access

    URAccess™. The following diagram shows a typical user’s view of a system running both File System Factory™ and IUAdmin™. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 76 The resource list provided by URAccess™ may be rebuilt at any time by clicking the Refresh button on the menu as shown above. URAccess™ will automatically build access lists from all trees to which the user is currently authenticated. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.

  • Page 77: Home Directory Deployment Scenarios

    If you already have user accounts in your tree and they have home directories, File System Factory™ can begin managing your existing home directories as well as manage any new ones. Follow these steps: Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 78 5. When you delete any account, the Policy will be applied for cleanup operations, even if File System Factory™ did not originally assign the space. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.

  • Page 79: Collaborative Storage Management

    The application of Policies with quotas that you define Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.

  • Page 80: Collaborative Storage In Education

    The methodologies used in File System Factory™ for delivering managed collaborative storage on a large scale stem from tried and true methodologies used for years in a large higher education Novell environment. As a higher education network administrator, you have the opportunity to revolutionize...
  • Page 81 Be sure to see the section on Template Processing for a full account of the possibilities that exist with automated workgroup storage. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.

  • Page 82: Data Migration

    File System Factory™ acts on this event by applying the new policy and moving the user data automatically to the new school server. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 83 Given the school scenario above where data is being moved between schools over T-1 connections, it is feasible to expect that this operation could use all of the bandwidth Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 84 Once migration begins the user’s Home Directory attribute will be temporarily changed to point to a PROXY location that contains information about the move process. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.

  • Page 85: Release Notes

    If Organizations and Organizational Units which have a File System Factory™ policy applied are moved or renamed, a backfill operation will have to be performed to restore continuity in File System Factory™. Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.
  • Page 86 [End of Document] Novell File System Factory™ Administrator’s Guide © 2002-2005 Condrey Consulting Corporation. All Rights Reserved.

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