Tagging Files in File Storage Optimization

Updated

Applies to: File system servers

At the data source level, you can tag groups of files or individual files. Use tagging to classify files according to your business needs and to filter files during reviews.

Procedure

  1. From the navigation pane, go to Activate.

    The Activate page appears.

  2. Under File Storage optimization, click File storage optimization.

    The File storage optimization page appears.

  3. On the Servers tab, next to the server name, click the down arrow .

    The data sources for the server appear.

  4. In the Data source name column, click the data source.

    On the Discover tab, the data source dashboard page appears.

  5. Select the files that you want to tag:

    • To tag a group of files, use a dashboard to give you the best view of the files:

      1. From the dashboard list, select a dashboard.

        For example, to tag duplicate files, select the File duplicates dashboard.

      2. Use the dashboard tiles to filter the files.

        For example, to only tag larger files, in the Size tile, select the Above 5 GB check box.

    • To select from a list of individual files, on the Review tab, select the files that you want to tag.

      If the data source is a NetApp filer with monitoring enabled, file monitoring information is available in the right-hand pane.

  6. In the upper-right corner of the page, click Tag files.

    The Tag dialog box appears and lists the number of files and folders that will be tagged.

  7. Select the tags.

  8. Optional: Add reviewers and approvers to the review request:

    1. On the Reviewers tab, in the Assign reviewers box, enter the names of the users who will review the request.

    2. On the Approvers tab, in the Assign approvers box, enter the names of the users who will approve the request.

      To have the person creating the request also approve the request, leave the Assign approvers box empty.

      The users who you add as reviewers and approvers receive an email with instructions about how to review and approve items in the request. The request must be reviewed and approved before the files are tagged.

  9. Click Submit.

Results

A job runs to apply the tags to the files. After a file is processed, the tags applied to the file are visible on the Size Distribution dashboard and on the data source Review page in the Tags pane and as a facet.