Adding a File Server Data Source for File Storage Optimization

Applies to: Windows, UNIX, and NAS file servers

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

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, verify that an access node that meets the following requirements is available:
- The operating system of the access node must match the operating system of the data source and must have a Commvault agent 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.

From the navigation pane, go to Activate.
The Activate page appears.
Under File Storage optimization, click File storage optimization.
The File storage optimization page appears.
In the right area of the page, click Add server.
The Add file server page appears.
On the General tab, from the Plans list, select a data classification plan.
The data classification plan identifies the index server to use.
From the Inventory list, select an inventory.
The inventory contains the file servers that you can analyze.
Click Next.
On the Select file server tab, select the check box next to the server you want to add.
Tip: To refine the list, you can perform the following actions:
- Select one or more facets to the left of the list.
- Perform a keyword search. If the server is not found, you can click Add file server to add the server to the inventory.
- Control pagination with the controls at the bottom of the table.
Click Next.
On the Configuration tab, add the information required to complete the configuration.

Agent Status	Steps
Agent installed Content indexing enabled	In the name box, enter a name for the file server. From the Country name list, select the country where the server is located. 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 Directory path box, enter the path to the data on the server you want to analyze. Tip: You can click Browse 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. Click the type of scan to perform: Quick Full
Agent not installed	In the name box, enter a name for the file server. Click the Country name list, and then select the country where the server is located. In User name and Password, enter the credentials of a user with write access to the server. In Directory path, enter the path to the data on the server you want to analyze. If the operating system of the data source differs from the operating system of the Index Server, under Advanced settings, from the Access node list, select an access node with the same operating system as the data source.

Agent Status

Steps

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

Agent not installed

In the name box, enter a name for the file server.
Click the Country name list, and then select the country where the server is located.
In User name and Password, enter the credentials of a user with write access to the server.
In Directory path, enter the path to the data on the server you want to analyze.
If the operating system of the data source differs from the operating system of the Index Server, under Advanced settings, from the Access node list, select an access node with the same operating system as the data source.

Optional: 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.
When Enable monitoring is enabled, all users who accessed, modified, deleted, or renamed a file are captured. Modifying a file includes creating and changing a file.
Click Finish.

A data collection job automatically starts.

After the data collection job is complete, use the overview dashboards to start analyzing data.
To give users access to the file servers that you added to File Storage Optimization, see Setting Permissions on a File Server in File Storage Optimization.