# Complete the Guided Setup for File Storage Optimization

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

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

## Go to the Service Catalog

1. From the Command Center navigation pane, go to Explore > Service catalog.

   The Welcome page appears.

2. Click File storage optimization.

   The Configuration page of the guided setup appears.

## Configuration

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

2. From the Index server list, select an existing Index Server or create an Index Server.

   Steps to create an Index Server

   1. Click the plus button (+).

      The Create new index server dialog box appears.

   2. In the Index Server name field, enter a name for the Index Server.

   3. From the Index Server nodes list, select the existing servers or add a new server.

      Note

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

      To add a new server, do the following:

      1. Click the plus button (+).

         The Add index store software window appears.

      2. Specify a name and then select the Add new server option.

      3. In the Host name box, type the host name.

      4. In the User name and Password boxes, type the credentials for the server.

      5. In the Confirm password box, type the password.

      6. For OS Type, select the operating system that is installed on the server.

      7. Optional: In the Installation location box, enter the installation location path.

      8. If the tenant has multiple access nodes configured for a company, from the Software cache list, select the cache source.

         If the tenant has only one access node configured for a company, then the access node is selected as software cache source.

      9. To reboot the server after the installation, move the Reboot if required toggle key to the right.

      10. Click Install.

          The Index Store and dependency packages are automatically installed on the server.

   4. From the Language list, select the language of the content that this Index Server will content index:

      - Chinese

      - English

      - Japanese

      During content indexing, text is split into meaningful groups of characters (tokenized). After the text is tokenized, meaningful results are returned when you search the text.

   5. Click Save.

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

3. Click Next.

   The Advanced options page of the configuration wizard appears.

## Advanced Options

1. Optional: To schedule the content indexing job, next to Schedule, click Edit and define the schedule in the Edit schedule dialog box.

2. From the Storage pool list, select a storage pool.

   Note

   - The storage pool associated with the files data backup plan must be selected.

   - If the file server backups have been configured using a storage policy, then you must not select a storage pool. To use the storage pool feature in such cases, make sure that the storage policy is converted to a backup plan in the Command Center. For more information, see Converting CommCell Console Storage Policies to Command Center Backup Plans or Laptop Plans.

3. Click Submit.

## What to Do Next

Return to Getting Started and complete the setup.

## Related Topics

- Installing the Index Store and the Web Server for File Storage Optimization

- After you complete the steps for getting started with File Server Optimization, you can add individual file servers to your inventories. For more information, see Adding a File Server Asset to an Inventory.

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