To get started with file storage optimization, install the software, complete the File Storage Optimization guided setup, and add data sources to analyze.
Procedure
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Verify that your environment meets the system requirements for File Storage Optimization.
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Install the Index Store package and the Index Gateway package.
These entities perform the content indexing and data analysis operations required for File Storage Optimization.
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Complete the guided setup for File Storage Optimization.
The guided setup guides you through creating a data classification plan, an index server, and an inventory. The inventory stores the information within a domain such as Active Directory.
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Set permissions for users so that they can access File Storage Optimization.
To set permissions for a user, create an association between the Data Controller security role, the CommCell computer, and the infrastructure administrator and the data controller users. For more information, see Permissions for Data Insights.
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Add data to analyze:
Data Source
Steps
File servers included in the inventory
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On the Servers tab, click Add server > File system.
Note
If you plan to use the Entitlement Manager, when you add a file server choose to analyze data from source data, not data that was backed up.
For information about adding file server data sources, see Adding a File Server Data Source for File Storage Optimization, Adding File Server Data Sources for File Storage Optimization in Bulk from a CSV File, and Adding File Server Data Sources for File Storage Optimization in Bulk.
Object storage included in the inventory
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On the Servers tab, click Add server > Object storage.
For information about adding object storage data sources, see Adding a Object Storage Data Source.
All file servers in a server group
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On the Server groups tab, click Add server group.
For information about adding server groups, see Adding a Server Group for File Storage Optimization.
Projects in the Sensitive Data Governance application
- Projects are listed on the File storage optimization page on the Projects tab.
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Analyze data using the overview dashboards.