Getting Started with File Storage Optimization

To get started with file storage optimization, install the software, complete the File Storage Optimization guided setup, and add data sources to analyze.

Procedure

1. Verify that your environment meets the system requirements for File Storage Optimization.

2. Install the Index Store package and the Index Gateway package.

   These entities perform the data analysis operations required for File Storage Optimization.

3. 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.

4. 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.

5. Add data to analyze:

   Data Source	Steps
   File servers included in the inventory	On the Server 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	On the Server 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	On the Server group 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.

6. Analyze data using the overview dashboards.