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Adding a File Server Data Source for File Storage Optimization

You can analyze file server data by adding the file server as a data source. You can analyze both protected and unprotected data.

Note: The approach mentioned on this page is applicable to file servers (Windows, UNIX, and NAS) and endpoints.

Before You Begin

  • Gather the information that applies to the filer server used as the data source.

  • If you are analyzing data that was backed up, decide if you want to perform a quick scan or a full scan.

  • If you are analyzing data that is not backed up and the operating system of the data source differs from the operating system of the Index Server, then the operating system of the access node must match the operating system of the data source and must have a Commvault package installed. For example, if you want to analyze a UNC share, but the Index Server is on a Linux computer, you must use a Windows computer as the access node.

  • If your file system data source is a Windows computer or a NetApp filer, you can enable monitoring so that all users who accessed, modified, deleted, or renamed a file are captured. Modifying a file includes creating and changing a file. Before you enable monitoring, see the considerations for file monitoring.

  • If you want to add multiple file server data sources at once, you can add data sources from a CSV file or manually add data sources in bulk.

Start the Configuration Wizard

  1. From the navigation pane, go to Data Insights.

    The Data Insights page appears.

  2. Under Risk Analysis, click File storage optimization.

    The File Storage Optimization page appears.

  3. In the right area of the page, on the Server tab, click Add server > File system.

    The Add file server configuration wizard appears.

File Server

  1. In the Select file server section, select a server. By default, the servers associated with system default inventory are displayed.

    Tip

    • To choose a server associated with a domain, select an Active Directory identity server(s) from the Identity server list.

    • If you do not see a server that you want to analyze in the system default inventory, click Synchronize to sync with the CommCell environment.

    • To choose a server from a custom inventory that you created, select your inventory from the Inventory list on left of the page.

    • If you do not see the server that you want to analyze in the selected custom inventory, in the upper-right corner of the page, click Refresh inventory.

    • Perform a keyword search. If the server is not found, you can click Add server to add the server to the inventory. The Add server option is available only if a custom inventory is selected in the Inventory list on left of the page.

  2. Click Next.

    The Configuration page of the configuration wizard appears.

Configuration

  1. Add the information required to complete the configuration.

    Agent Status

    Steps

    Agent installed

    1. In the Display name box, enter a name for the data source.

    2. From the Plan list, select a data classification plan.

      The data classification plan identifies the Index Server to use.

    3. From the Country name list, select the country where the server is located.

    4. Determine the type of data to use:

      • To crawl data from a local directory that is not content indexed or backed up, click Analyze from source, and in the Source path box, enter the path to the data on the server you want to analyze.

        Tip

        You can click Browse icon to view the file system of the server and select the path you want to crawl from the file system view.

      • To use the data collected from a content indexing job or a back up job, click Analyze from backup.

        Note

        • If content indexing is enabled, all of the content indexed data from the server is used. If an agent is installed and content indexing is not enabled, all of the backed up data from the server is used.

        • The data classification plan and the client selected in the Select file server section must have the same storage pool.

    5. Click the type of scan to perform:

      • Quick

      • Full

    Content indexing enabled

    1. In the Display name box, enter a name for the data source.

    2. From the Plan list, select a data classification plan.

      The data classification plan identifies the Index Server to use.

    3. From the Country name list, select the country where the server is located.

    4. In the User name and Password boxes, enter the credentials for a user with read access to the server.

      To use a saved credential, do the following:

      1. Select the Saved credentials check box.

      2. From the Credential list, select the credential.

        To add a new credential, do the following:

        Steps to add new credentials

        1. Click + beside the Credential list.

          The Add credential dialog box appears.

        2. Enter the following information:

          • In Account type, select the type of account that you want to create the credential entity for.

          • In Credential Vault, the BUILT_IN credential vault is selected by default.

          • In the Credential name box, enter the name of the credential.

          • In the User account box, enter the name of the user account.

          • In the Password box, enter the password.

        3. Click Save.

    5. From the Access node list, select a server from where the directory can be accessed.

      Note

      The User name and Password boxes and Access node list are displayed only if you click the Analyze from source option.

    6. Determine the type of data to use:

      • To crawl data from a local directory that is not content indexed or backed up, click Analyze from source, and in the Source path box, enter the path to the data on the server you want to analyze.

        Tip

        You can click Browse icon to view the file system of the server and select the path you want to crawl from the file system view.

      • To use the data collected from a content indexing job or a back up job, click Analyze from backup.

        Note

        • If content indexing is enabled, all of the content indexed data from the server is used. If an agent is installed and content indexing is not enabled, all of the backed up data from the server is used.

        • The data classification plan and the client selected in the Select file server section must have the same storage pool.

    7. Click the type of scan to perform:

      • Quick

      • Full

    Agent not installed

    1. In the Display name box, enter a name for the data source.

    2. From the Plan list, select a data classification plan.

      The data classification plan identifies the Index Server to use.

    3. From the Country name list, select the country where the server is located.

    4. In the User name and Password boxes, enter the credentials for a user with read access to the server.

      To use a saved credential, do the following:

      1. Select the Saved credentials check box.

      2. From the Credential list, select the credential.

        To add a new credential, do the following:

        Steps to add new credentials

        1. Click + beside the Credential list.

          The Add credential dialog box appears.

        2. Enter the following information:

          • In Account type, select the type of account that you want to create the credential entity for

          • In Credential Vault, the BUILT_IN credential vault is selected by default.

          • In the Credential name box, enter the name of the credential.

          • In the User account box, enter the name of the user account.

          • In the Password box, enter the password.

        3. Click Save.

    5. From the Access node list, select a server from where the directory can be accessed.

    6. In the Source path box, enter the path to the data on the server you want to analyze.

  2. If the file server is a Windows computer or a NetApp file server, to capture additional file information, move the Enable monitoring toggle key to the right.

    To enable monitoring for users who accessed, modified, deleted, or renamed a file, move the Enable monitoring toggle to the right. Modifying a file includes creating and changing a file.

  3. Click Create.

Results

A data collection job automatically starts.

What to Do Next

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