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.


  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 content indexing and 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 connects an index server with 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


    File servers included in the inventory

    Object storage included in the inventory

    All file servers in a server group

    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.