Complete the Guided Setup for File Storage Optimization

Use the guided setup to perform the configurations necessary to start using Activate for File Storage Optimization.

Complete this procedure as part of the initial configuration of File Storage Optimization. For more information, see Getting Started.


  1. In the navigation pane, click Guided setup.

  2. On the Activate tab, click File storage optimization.

  3. On the Create a data classification plan tab, complete the following steps:

    1. In the Plan name box, enter a unique name for the plan.

    2. Create an index server or use an existing index server:

      • To create an index server, click the plus button plus in a blue circle button.

        To use a server as a node for the Index Server, the node must have the Index Store package installed.

      • To use an existing index server, from the Index server list, select the index server.

  4. On the Add Inventory tab, create a logical group of assets in your CommCell environment:

    1. In the Name box, enter a name for the inventory.

    2. From the Index server list, select the Index Server to use for the inventory.

    3. From the Name server list, enter or select the Active Directory identity server to use for the inventory.


      To add a name server, click the plus + button.

  5. Click Add.

What to Do Next

Return to Getting Started and complete the setup.