1. Optimizing File Services
20411B
10: Optimizing File Services
Presentation: 60 minutes
Lab: 75 minutes
After completing this module, students will be able to:
Describe File Server Resource Manager (FSRM).
Use FSRM to manage quotas, file screens, and storage reports.
Implement classification and file management tasks.
Describe Distributed File System (DFS).
Configure DFS namespaces.
Configure and troubleshoot DFS Replication (DFS-R).
Required materials
To teach this module, you need the Microsoft® Office PowerPoint® file 20411B_10.pptx.
Important: We recommend that you use PowerPoint 2007 or a newer version to display the slides for this course. If you use PowerPoint Viewer or an older version of Office PowerPoint, all the features of the slides might not display correctly.
Preparation tasks
To prepare for this module:
Read all of the materials for this module.
Practice performing the demonstrations.
Practice performing the labs.
Work through the Module Review and Takeaways section, and determine how you will use this section to reinforce student learning and promote knowledge transfer to on-the-job performance.
As you prepare for this class, it is imperative that you complete the labs yourself so that you understand how they work and the concepts that are covered in each. This will allow you to provide meaningful hints to students who may get stuck in a lab, and it also will help guide your lecture to ensure that you cover the concepts that the labs cover.
Module 10
Optimizing File Services

2. Configuring and Troubleshooting DFS-R
Module Overview
10: Optimizing File Services
Configuring and Troubleshooting DFS-R
Briefly review module content.

3. Lesson 1: Overview of FSRM
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Lesson 1: Overview of FSRM
10: Optimizing File Services
Demonstration: How to Install and Configure FSRM
Briefly describe the lesson content.

4. Understanding Capacity Management Challenges
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Understanding Capacity Management Challenges
10: Optimizing File Services
Capacity management challenges include:
Determining existing storage use
Establishing and enforcing storage use with policies
Anticipating future requirements
Address capacity management challenges by:
Analyzing how storage is used
Defining storage resource management policies
Implementing policies to manage storage growth
Implementing a system for reporting and monitoring
This topic is intended to identify the key challenges that administrators face regarding capacity management.
You may use the key points on this slide and the question at the end of the topic to guide a class discussion on capacity management challenges and what particular management challenges your students have experienced in the past. Asking for examples of challenges and discussing the solutions—if any—will help establish a context into which to put the entire module.
Question
What capacity management challenges have you experienced or are you experiencing in your environment?
Answer
While answers may vary, guide the students toward a conversation that involves incorporating the points in this topic as they relate to their specific examples.

5. FSRM enables the following functionality:
What Is FSRM?
10: Optimizing File Services
FSRM enables the following functionality:
Storage quota management
File screening management
Storage reports management
Classification management
File management tasks
This topic introduces FSRM as the built-in capacity management solution for Windows Server Explain that FSRM can aid the students in addressing the capacity management issues that you addressed in the previous topic.
Provide an introduction to the following components of FSRM:
Quota management
File screening management
Storage reports management
Classification management
File management tasks

6. Demonstration: How to Install and Configure FSRM
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Demonstration: How to Install and Configure FSRM
10: Optimizing File Services
In this demonstration, you will see how to install and configure FSRM
Preparation Steps
You require the 20411B-LON-DC1 and 20411B-LON-SVR1 virtual machines for this demonstration.
Demonstration Steps
Install the FSRM role service
Sign in to LON-SVR1 as Adatum\Administrator with the password Pa$$w0rd.
In Server Manager, click Manage, and then click Add Roles and Features.
In the Add Roles and Features Wizard, click Next.
Confirm that role-based or feature-based installation is selected, and then click Next.
Confirm that LON-SVR1.Adatum.com is selected, and then click Next.
On the Select server roles page, expand File and Storage Services (Installed), expand File and SCSI Services, and then select the File Server Resource Manager check box.
In the pop-up window, click Add Features.
Click Next twice to confirm role service and feature selection.
On the Confirm installation selections page, click Install.
When the installation completes, click Close.
Specify FSRM configuration options
In Server Manager, click Tools, and then click File Server Resource Manager.
In the File Server Resource Manager window, in the navigation pane, right-click File Server Resource Manager (Local), and then click Configure Options.
In the File Server Resource Manager Options window, click the File Screen Audit tab, and then select the Record file screening activity in auditing database check box.
Click OK to close the File Server Resource Manager Options window.
(More notes on the next slide)

7. 10: Optimizing File Services
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10: Optimizing File Services
Manage FSRM by using Windows PowerShell
On the taskbar, click the Windows PowerShell icon.
At the Windows PowerShell command prompt, type the following, and then press Enter:
set-FSRMSetting -SMTPServer “LON-SVR1” –Admin Address – From Address
Close the Windows PowerShell window.
In the File Server Resource Manager window, in the navigation pane, right-click File Server Resource Manager (Local), and then click Configure Options.
On the Notifications tab, review the configured options to confirm that they are the same as the options specified in the Set-FSRMSettings command.
Close all open windows.

8. 20411B
Lesson 2: Using FSRM to Manage Quotas, File Screens, and Storage Reports
10: Optimizing File Services
Demonstration: Using FSRM to Manage Quotas and File Screens, and to Generate On-Demand Storage Reports
Briefly describe lesson content.

9. What Is Quota Management?
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What Is Quota Management?
10: Optimizing File Services
Use quota management to limit disk space usage and provides notifications when thresholds are reached
Quota notifications can do any of the following:
Send notifications
Log an event in Event Viewer
Run a command or script
Generate storage reports
Describe quota management to students. Explain how they can implement it by using FSRM.
Discuss the following scenarios with the students. Ask the students to determine if the scenario is using a hard or soft quota:
You can place a 500 megabyte (MB) limit on each user’s personal folder on a server, with a notification to both you and the user when the user exceeds 400 MB of storage.
You set a flexible 750 MB quota on a group’s shared folder. When this storage limit is reached, all users in the group are notified by that the storage quota has been temporarily extended to 1 gigabyte (GB), thereby allowing them to delete unnecessary files and comply with the preset 500 MB quota policy.
You can receive a notification when a temporary folder reaches 2 GB of usage, yet there is no limit that folder’s quota because it is necessary for a service that is running on your server.

10. What Are Quota Templates?
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What Are Quota Templates?
10: Optimizing File Services
A quota template defines:
A space limit
The type of quota (hard or soft)
A set of notifications to be generated when the quota limit is approached
FSRM provides a set of default quota templates in the Quota Templates node
Describe quota templates. Be sure to introduce the default quota templates. You may want to do this by opening the console and showing the default templates list.
As you introduce the default quota templates, provide examples or have the students provide examples of how they could use each default template. You then can demonstrate how to create a template based on one of the examples provided by the students.

11. Monitoring Quota Usage
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Monitoring Quota Usage
10: Optimizing File Services
Explain the different methods available for monitoring quota usage.
You can monitor quota usage by:
Viewing quota information in the FSRM console
Generating a quota usage report
Creating soft quotas
Using the Get-FSRMQuota Windows PowerShell cmdlet

12. What Is File Screening Management?
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What Is File Screening Management?
10: Optimizing File Services
File screen management provides a method for controlling the types of files that can be saved on file servers
File screen management consists of:
Creating file screens
Defining file screen templates
Creating file screen exceptions
Creating file groups
Explain file screening management to your students.

13. 20411B
What Are File Groups?
10: Optimizing File Services
File groups are used to define a namespace for a file screen, file screen exception, or storage report
A file group consists of a set of file name patterns that are grouped into:
Files to include
Files to exclude
Explain file groups to your students. Ensure they understand that a file group must be specified for any file screen or file screen exception, to indicate the type of file affected by that particular file screen or file screen exception. Consider showing students the default file groups in FSRM, to give them an indication of how file groups are configured.

14. What Are a File Screen Templates and File Screen Exceptions?
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What Are a File Screen Templates and File Screen Exceptions?
10: Optimizing File Services
File screen templates:
Provide a definition for newly created file screens
Enable control over file screens created from templates
File screen exceptions
Enable you to override file screens for a specific location or file group
Define file screen templates, using previously explained quota templates for comparison.
Explain that file screen exceptions can enable an administrator to create exceptions to a broad-scoped file screen, rather than having to create multiple file screens and then apply them to several different locations.
Ensure that students understand that file screen exceptions override the behavior of existing file screens, so they should plan them carefully.

15. What Are Storage Reports?
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What Are Storage Reports?
10: Optimizing File Services
Storage reports provide information about file usage on a file server
Types of storage reports include:
Duplicate Files
File Screening Audit
Files by File Group, Owner, or Property
Folders by Property
Large Files
Least and most recently accessed files
Quota Usage
Explain how storage reports work in FSRM. Tell students that storage reports can help manage their file servers. Storage reports can provide reports for quota management, and file screening and classification management. Storage reports also provide general purpose reports such as the large files report and least and most recently used files reports. By using these reports, students can better manage storage on their file servers.

16. You can schedule reports by creating a Report Task, which specifies:
What Is a Report Task?
10: Optimizing File Services
You can schedule reports by creating a Report Task, which specifies:
The volumes and folders to report on
Which reports to generate
Which parameters to use
How often to generate the reports
Which file formats to save the reports in
Explain to students that if you want to generate reports, you have to configure a report management task. Report management tasks can be configured to run based on a schedule, or to be run on demand.

17. In this demonstration, you will see how to:
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Demonstration: Using FSRM to Manage Quotas and File Screens, and to Generate On-Demand Storage Reports
10: Optimizing File Services
In this demonstration, you will see how to:
Create a quota
Test a quota
Create a file screen
Test a file screen
Generate a storage report
Preparation Steps
For this demonstration, you will use the 20411B-LON-DC1 and 20411B-LON-SVR1 virtual machines. Sign in to LON-SVR1 as Adatum\Administrator with the password Pa$$w0rd.
Demonstration Steps
Create a quota
Sign in to LON-SVR1 as Adatum\Administrator with the password Pa$$w0rd.
On the taskbar, click the Server Manager shortcut.
In Server Manager, click Tools, and then click File Server Resource Manager.
In File Server Resource Manager, expand the Quota Management node, and then click Quota Templates.
Right-click the 100 MB Limit template, and then click Create quota from template.
In the Create Quota window, click Browse.
In the Browse for Folder window, expand Allfiles (E:), expand Labfiles, expand Mod10, click Data, and then click OK.
In the Create Quota window, click Create.
In the File Server Resource Manager window, click Quotas to view the newly created quota.
Test a quota
On the taskbar, click the Windows PowerShell icon.
In the Windows PowerShell window, type the following commands, and press Enter after each line: E:
cd \labfiles\Mod10\data
Fsutil file createnew largefile.txt
(More notes on the next slide)

18. 10: Optimizing File Services
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10: Optimizing File Services
Observe the message returned: Error: There is not enough space on the disk.
Close the Windows PowerShell window.
Create a file screen
In the File Server Resource Manager window, expand the File Screening Management node, and then click File Screen Templates.
Right-click the Block Image Files template, and then click Create File Screen from Template.
In the Create File Screen window, click Browse.
In the Browser for Folder window, expand Allfiles (E:), expand Labfiles, expand Mod10, click Data, and then click OK.
In the Create File Screen window, click Create.
Test a file screen
Open Windows Explorer.
In the Windows Explorer window, expand Allfiles (E:), expand Labfiles, and then click Mod10.
In Windows Explorer, click the Home tab, click New Item, and then click Bitmap Image.
Type testimage, and the press Enter.
The file will be created successfully.
Right-click testimage, and then click Copy.
Right-click Data, and then click Paste.
You will receive a message that you need permission to perform this action. Click Skip to clear the message.
Close Windows Explorer.
(More notes on the next slide)

19. 10: Optimizing File Services
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10: Optimizing File Services
Generate a storage report
In File Server Resource Manager, in the navigation pane, click and right-click Storage Reports Management, and then click Generate Reports Now.
In the Storage Reports Task Properties window, select the Large Files check box.
Click the Scope tab, and then click Add.
In the Browse for Folder window, click Allfiles (E:), and then click OK.
In the Storage Reports Task Properties window, click OK.
In the Generate Storage Reports window, click OK to generate the report.
In the window that displays, double-click the html file and examine the report.
Close the report window.
Close the Interactive window.
Close the File Server Resource Manager window.
Close the Server Manager window.

20. Lesson 3: Implementing Classification and File Management Tasks
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Lesson 3: Implementing Classification and File Management Tasks
10: Optimizing File Services
Demonstration: How to Configure File Management Tasks
Briefly describe lesson content.

21. What Is Classification Management?
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What Is Classification Management?
10: Optimizing File Services
Classification management enables you to create and assign classification properties to files using an automated mechanism
Introduce File Classification Management as described on the slide.
The File Classification Management feature in Windows Server® 2012 is composed of the components listed on the slide. Use the slide as an example to provide a general introduction to each component.
Classification properties are used to assign values to files.
A classification rule assigns a Classification Property to a file system object.
File management tasks automate the process of finding subsets of files on a server, and then applying simple commands to them on a scheduled basis. Files are identified by classification properties that have been assigned to the file by a classification rule.
Explain this scenario:
The Payroll.rpt file is on a folder on one of your servers.
You create a classification property named IsConfidential, that can have a YES or NO value.
You create a classification rule that assigns the IsConfidential property to the Payroll.rpt file with a value of YES if the file contains the text Account Number.
You create a File management task that moves the Payroll.rpt file to a secure location if it has been assigned the IsConfidential classification property with a value of YES.
Classification Rule
File Management Task
Payroll.rpt
Classification Property
IsConfidential

22. What Are Classification Properties?
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What Are Classification Properties?
10: Optimizing File Services
A Classification Properties is a configurable value that can be assigned to a file
Classification properties can be any of the following:
Yes/No
Date/Time
Number
Multiple choice list
Ordered list
String
Multi-String
Explain to students that you use classification properties to assign values to files. These values are then assigned explicitly by a classification rule.
Review the classification property types that are listed on the slide.
Explain that classification properties serve the same purpose as a tag on a file; that is, to readily identify properties of that file that may not be easily recognizable to users or applications.

23. What Is a Classification Rule?
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What Is a Classification Rule?
10: Optimizing File Services
A Classification Rule applies Classification Properties to file based on information about the file
A Classification Rule contains the following information:
Rule enabled/disabled
Rule scope
Classification mechanism
Property to assign
Additional classification parameters

24. Demonstration: How to Configure Classification Management
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Demonstration: How to Configure Classification Management
10: Optimizing File Services
In this demonstration, you will see how to:
Create a classification property
Create a classification rule
Modify the classification schedule
Preparation Steps
For this demonstration, you will use the 20411B-LON-DC1 and 20411B-LON-SVR1 virtual machines. Sign in to LON-SVR1 as Adatum\Administrator with the password Pa$$w0rd.
Demonstration Steps
Create a Classification Property
On LON-SVR1, on the toolbar, click the Server Manager shortcut.
In Server Manager, click Tools, and then click File Server Resource Manager.
In File Server Resource Manager, expand the Classification Management node, and then click Classification Properties.
Right-click Classification Properties, and then click Create Local Property.
In the Create Local Classification Property window, in the Name field, type Confidential, and in the Description field ,type Assigns a confidentiality value of Yes or No.
Under Property type, click the drop-down list box, and then select Yes/No.
In the Create Local Classification Property window, click OK.
Create a Classification Rule
In File Server Resource Manager, click the Classification Rules node.
Right-click the Classification Rules node, and then click Create Classification Rule.
In the Rule name field, type Confidential Payroll Documents.
In the Description field, type Classify documents containing the word payroll as confidential.
Click the Scope tab.
In the Scope section, click the Add button.
In the Browse for Folder window, expand Allfiles (E:), expand Labfiles, click Mod10, and then click OK.
(More notes on the next slide)

25. 10: Optimizing File Services
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10: Optimizing File Services
In the Create Classification Rule window, click the Classification tab.
In the Classification method area, click the drop-down list box, and then click Content Classifier.
In the Property section, choose a Property name of Confidential and a Property value of Yes, and then click the Configure button.
On the Parameters tab, below the Expression Type column, click the drop down menu and then select String.
Double-click in the Expression column, and then type payroll, and then click OK.
In the Create Classification Rule window, click OK.
Modify the Classification Schedule
Right-click the Classification Rules node, and then click Configure Classification Schedule.
In the File Server Resource Manager Options window, ensure the Automatic Classification tab is selected.
In the Schedule window, click the Enable fixed schedule check box.
In the Run at field, type 8:30 AM, select Sunday, and then click OK.
Right-click the Classification Rules node, and then click Run Classification With All Rules Now.
In the Run Classification window, click Wait for classification to complete, and then click OK.
View the report, and ensure that January.txt is listed at the bottom of the report.
In a Windows® Explorer window, click drive E, expand Labfiles, expand Mod10, and then double- click the Data folder.
In the Data folder, double-click the file January.txt, and then view its contents.
Close all open windows on LON-SVR1.

26. Considerations for Using File Classification
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Considerations for Using File Classification
10: Optimizing File Services
When using File Classification, consider the following:
How classification properties are stored
Movement can affect a file classification’s properties
The classification management process exists only in Windows Server 2008 R2 and newer
Classification rules can conflict
Classification management cannot classify certain files
Go through the considerations for file classification as listed on the slide.

27. What Are File Management Tasks?
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What Are File Management Tasks?
10: Optimizing File Services
File Management Tasks enable administrators to perform operations on files based on assigned Classification Properties
File Management Tasks can:
Move files to other locations
Archive expired files
Delete unwanted files
Rename files

28. Demonstration: How to Configure File Management Tasks
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Demonstration: How to Configure File Management Tasks
10: Optimizing File Services
In this demonstration, you will see how to:
Create a file management task
Configure a file management task to expire documents
Preparation Steps
For this demonstration, you will use the 20411B-LON-DC1 and 20411B-LON-SVR1 virtual machines. Sign in to LON-SVR1 as Adatum\Administrator with the password Pa$$w0rd.
Demonstration Steps
Create a File Management Task
On LON-SVR1, on the taskbar, click the Server Manager shortcut.
In Server Manager, click Tools, and then click File Server Resource Manager.
In File Server Resource Manager, select and then right-click the File Management Tasks node, and then click Create File Management Task.
In the Task name field, type Expire Confidential Documents.
In the Description field, type Move confidential documents to another folder.
Click the Scope tab.
In the Scope section, click the Add button.
Expand Allfiles (E:), expand Labfiles, expand Mod10, click Data, and then click OK.
Configure a File Management Task to expire documents
In the Create File Management Task window, click the Action tab.
On the Action tab, under Type, select File expiration.
In Expiration directory, type E:\Labfiles\Mod10\Expired.
In the Create File Management Task window, click the Condition tab.
On the Condition tab, under the Property conditions section, click the Add button.
In the Property Condition window, click the Property drop-down list box, and select Confidential. Click the Operator drop-down list box, and select Equal. Click the Value drop-down list box, select Yes, and then click OK.
(More notes on the next slide)

29. 10: Optimizing File Services
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10: Optimizing File Services
In the Create File Management Task window, click the Schedule tab.
Select the Sunday check box.
In the Create File Management Task window, click OK.
Right-click the Expire Confidential Documents task, and then click Run File Management Task Now.
In the Run File Management Task window, choose Wait for task to complete, and then click OK.
View the generated report, ensuring that January.txt is on the list.
Open the E:\Labfiles\Mod10\Expired folder, and view the contents. The contents will include folders representing the server name and previous location of the expired content.
Close all open windows.

30. Lab A: Configuring Quotas and File Screening Using FSRM
10: Optimizing File Services
Exercise 2: Configuring File Screening and Storage Reports
For this lab, you will use the available virtual machine environment. Before you begin the lab, you must complete the following steps:
On the host computer, click Start, point to Administrative Tools, and then click Hyper-V Manager.
In Hyper-V® Manager, click 20411B-LON-DC1, and in the Actions pane, click Start.
In the Actions pane, click Connect. Wait until the virtual machine starts.
Sign in using the following credentials:
User name: Adatum\Administrator
Password: Pa$$w0rd
Perform steps 2 through 4 for 20411B-LON-SVR1.
Exercise 1: Configuring FSRM Quotas
To support the creation of a replicated namespace, you have been asked to perform the installation of the DFS server role for LON-SVR1 and LON-SVR4.
Exercise 2: Configuring a DFS Namespace
You have been asked to configure a DFS namespace to support the newly requested file structure.
Management has requested that the new structure meet the following requirements:
Namespace: \\Adatum.com\BranchDocs
File shares to include:
\\LON-SVR4\ResearchTemplates
\\LON-SVR1\DataFiles
Exercise 3: Configuring DFS-R
You have been asked to ensure that the files contained in the new DFS namespace are replicated to both LON-SVR1 and LON-SVR4 to ensure data availability.
Logon Information
Virtual machines: B-LON-DC1
20411B-LON-SVR1
User name: Adatum\Administrator
Password: Pa$$w0rd
Estimated Time: 30 minutes
(More notes on the next slide)

31. 10: Optimizing File Services
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10: Optimizing File Services
Question
What criteria needs to be met to use FSRM for managing a server’s file structure?
Answer
The servers must be running Windows Server 2003 SP1 or newer. If you want to use File Classification Infrastructure, you must be running Windows Server 2008 R2 or newer. Additionally, you must format the volumes on which you perform FSRM operations with NTFS.
In what ways can classification management and file-management tasks decrease administrative overhead when dealing with a complex file and folder structure?
Classification management and file-management tasks can allow administrators to automate the manual classification and modification of files on a file server. Rather than inspecting files manually, and performing manual file operations, administrators can set up File Classification Infrastructure to classify files, and then perform the necessary operations on those files by using file management tasks.

32. 20411B
Lab Scenario
10: Optimizing File Services
A. Datum Corporation is a global engineering and manufacturing company with a head office based in London, United Kingdom. An IT office and data center in London support the London location and other locations. A. Datum has recently deployed a Windows Server 2012 server and client infrastructure.
Each network client within the Adatum domain is provided with a server-based home folder that is used to store personal documents or files that are works-in-progress. It has come to your attention that home folders are becoming quite large, and may contain file types such as .MP3 files that are not approved due to corporate policy. You decide to implement FSRM quotas and file screening to help address this issue.

33. 20411B
Review Questions
10: Optimizing File Services
What criteria needs to be met to use FSRM for managing a server’s file structure?
In what ways can classification management and file-management tasks decrease administrative overhead when dealing with a complex file and folder structure?
Question
What criteria needs to be met to use FSRM for managing a server’s file structure?
Answer
The servers must be running Windows Server 2003 SP1 or newer. If you want to use File Classification Infrastructure, you must be running Windows Server 2008 R2 or newer. Additionally, you must format the volumes on which you perform FSRM operations with NTFS.
In what ways can classification management and file-management tasks decrease administrative overhead when dealing with a complex file and folder structure?
Classification management and file-management tasks can allow administrators to automate the manual classification and modification of files on a file server. Rather than inspecting files manually, and performing manual file operations, administrators can set up File Classification Infrastructure to classify files, and then perform the necessary operations on those files by using file management tasks.

34. Lesson 4: Overview of DFS
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Lesson 4: Overview of DFS
10: Optimizing File Services
Demonstration: How to Install the DFS Role
Briefly describe the lesson content.

35. DFS technologies include:
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What Is DFS?
10: Optimizing File Services
DFS incorporates technologies that provide fault- tolerant access to geographically dispersed files
DFS technologies include:
DFS-N
DFS-R
Explain that there are two main technologies that together, making up a DFS solution:
DFS namespace (DFS-N)
DFS Replication (DFS-R)
Briefly describe each component. Do not go into too much detail, as these components will be covered in depth later in the module.

36. DFS namespaces can be configured as:
What Is a DFS Namespace?
10: Optimizing File Services
DFS namespaces can be configured as:
Domain-based namespace
Namespace is stored in AD DS
Increased redundancy for namespace hosting
Standalone namespace
Namespace is stored on the local server
Only redundant of stored on a failover cluster
Explain to students that you would choose a standalone namespace if:
Your organization does not use Active Directory® Domain Services (AD DS).
You need to create a single namespace with more than 5,000 targets. (Note that you can divide the folder targets among two or more domain-based namespaces.)
You want to use the server as a server cluster to ensure availability.
Explain that you would choose a domain-based namespace if:
You want to ensure availability by using multiple namespace servers.
You want to hide the name of the namespace server from the users. This could be because you plan to replace the namespace server, or you plan to migrate the namespace to another server.

37. What Is DFS Replication?
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What Is DFS Replication?
10: Optimizing File Services
Characteristics of DFS-R include:
Uses RDC
Uses a staging folder to stage a file before sending or receiving it
Detects changes on the volume by monitoring the USN journal
Uses a vector version exchange protocol
Recovers from failure
Describe what DFS-R is, and ask students about what benefits they can see for implementing DFS-R.
Describe some of the general concepts related to DFS-R.

38. How DFS-N and DFS-R Work
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How DFS-N and DFS-R Work
10: Optimizing File Services
User in New York
Server in New York 2 1
Fully describe the process as follows:
As the figure shows, when a user attempts to access a folder in the namespace (1), the client computer contacts a namespace server. The namespace server sends the client computer a referral that contains a list of servers that host the shared folders (called folder targets) associated with the folder. The client computer caches the referral, and then contacts the first server in the referral (2). This typically is a server in the client’s own site unless no same-site servers exist, or the administrator configures target priority.
The shared folders are kept synchronized by DFS Replication (DFS-R). The fact that multiple servers host the folder is transparent to users, who see only a single folder in the namespace. If one of the servers becomes unavailable, the client computer fails over to the remaining server.
\\Contoso.com\Marketing
DFS Replication
\\NYC-SRV-01\ProjectDocs
Folder
Targets
\\LON-SRV-01\ProjectDocs
Namespace
User in London
Server in London
User types: \\contoso.com\marketing Client computers contact a namespace server, and receive a referral
Client computers cache the referral and then, contact the first server in the referral

39. What Is Data Deduplication?
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What Is Data Deduplication?
10: Optimizing File Services
Data deduplication optimizes volume storage by redirecting redundant data to single storage point
Data deduplication provides:
Capacity optimization
Scale and performance
Reliability data integrity
Bandwidth efficiency
Simple optimization management
This topic introduces a new piece of functionality in Windows Server The File Services role service called Data Deduplication enables the optimization of storage on nonsystem volumes.
Explain data deduplication, and the high level functionality and considerations as listed in the handbook.
Ensure students understand that data deduplication is not specific to DFS-R, but rather that DFS-R is one of the technologies in Windows Server 2012 that is designed to take advantage of data deduplication.

40. DFS Scenarios Scenario Example Sharing files across branch offices
10: Optimizing File Services
Scenario
Example
Sharing files across branch offices
Data collection
Data distribution
Branch Office
Hub Site
Explain that DFS-N and DFS-R together can provide solutions for a number of key scenarios:
Sharing files across branch offices. Mention that administrators can use DFS-R to replicate files between branch servers, thereby providing users fast access to files in their respective branch offices. Having files in multiple branch offices also benefits users who travel from one branch office to another. The users can make changes to their files in one branch office, and have those changes replicated back to the user's branch office or the hub site.
Data collection. The data collection scenario helps eliminate tape backups in branch offices, and significantly reduces branch office operational costs. To accomplish this, data is replicated from a branch office server to a server in a hub office or data center. Administrators at the hub office can use backup software to back up the branch server’s data. This eliminates the often error-prone process of having non-IT administrators perform backups at branch offices.
Data distribution. Data can be replicated throughout an organization and made available to users through a single virtual namespace folder tree.
Note: Be sure to mention that DFS-R only replicates the changes between the two servers to minimize bandwidth requirements.
Be sure to note that DFS-R only replicates a file after it is closed; therefore, DFS-R is not recommended for replicating database files or any files that are held open for long periods of time.
Branch Office
Hub Site
Site 1
Branch Office
Site 2

41. Demonstration: How to Install the DFS Role
20411B
Demonstration: How to Install the DFS Role
10: Optimizing File Services
In this demonstration, you will see how to install the DFS Role
Preparation Steps
For this demonstration, you will use the 20411B-LON-DC1 and 20411B-LON-SVR1 virtual machines. Sign in to LON-SVR1 as Adatum\Administrator with the password Pa$$w0rd.
Demonstration Steps
Install the DFS role
Switch to LON-SVR1.
On the taskbar, click Server Manager.
In Server Manager, click Manage, and then click Add Roles and Features.
In the Add Roles and Features Wizard, click Next.
On the Select installation type page, click Next.
On the Select destination server page, click Next.
On the Select server roles page, expand File and Storage Services, expand File and SCSI Services, and then select the DFS Namespaces check box.
In the Add Roles and Features pop-up window, click Add Features.
Select the DFS Replication check box, and then click Next.
On the Select features page, click Next.
On the Confirm installation selections page, click Install.
When the installation completes, click Close.
Close Server Manager.

42. Lesson 5: Configuring DFS Namespaces
20411B
Lesson 5: Configuring DFS Namespaces
10: Optimizing File Services
Optimizing a Namespace
Briefly describe the lesson content.

43. Deploying Namespaces to Publish Content
10: Optimizing File Services
To configure a namespace for publishing content:
Create a namespace
Create a folder in the namespace
Add folder targets
Set the ordering method for targets in referrals
Optional tasks:
Set target priority to override referral ordering
Enable client failback
Replicate folder contents using DFS-R
Delegate namespace administration
Describe the process for creating a namespace for publishing content.

44. Permissions Required to Create and Manage a Namespace
20411B
Permissions Required to Create and Manage a Namespace
10: Optimizing File Services
Task
Default Group
Create a domain-based namespace
Domain Admins
Add a namespace server to a domain-based namespace
Manage a domain-based namespace
Local Administrators on each namespace server
Create a standalone namespace
Local Administrators group on the namespace server
Manage a standalone namespace
Create a replication group or enable DFS replication on a folder
Describe the security requirements required for creating and managing DFS. Be sure to explain that you should use the Delegate Management Permissions command from within the DFS Management console.

45. Demonstration: How to Create Namespaces
20411B
Demonstration: How to Create Namespaces
10: Optimizing File Services
In this demonstration, you will see how to:
Create a new namespace
Create a new folder and folder target
Preparation Steps
For this demonstration, you will use the 20411B-LON-DC1 and 20411B-LON-SVR1 virtual machines. Sign in to LON-SVR1 as Adatum\Administrator with the password Pa$$w0rd.
Demonstration Steps
Create a new namespace
Switch to LON-SVR1.
On the taskbar, click the Server Manager shortcut.
In Server Manager, click Tools, and then click DFS Management.
In the DFS Management console, click Namespaces.
Right-click Namespaces, and then click New Namespace.
In the New Namespace Wizard, on the Namespace Server page, under Server, type LON-SVR1, and then click Next.
On the Namespace Name and Settings page, under Name, type Research, and then click Next.
On the Namespace Type page, ensure that both Domain-based namespace and Enable Windows Server 2008 mode are selected, and then click Next.
On the Review Settings and Create Namespace page, click Create.
On the Confirmation page, verify that the create namespace task is successful, and then click Close.
In the console, expand the Namespace node, and then click \\Adatum.com\Research. Review the four tabs in the details pane.
In the console, right-click \\Adatum.com\Research, and then click Properties. Review the General, Referrals, and Advanced tab options.
Click OK to close the \\Adatum.com\Research Properties dialog box.
(More notes on the next slide)

46. 10: Optimizing File Services
20411B
10: Optimizing File Services
Create a new folder and folder target
In the DFS Management console, right-click \\Adatum.com\Research, and then click New Folder.
In the New Folder dialog box, under Name, type Proposals.
In New Folder dialog box, under Folder targets, click Add.
In the Add Folder Target dialog box, type \\LON-SVR1\Proposal_docs, and then click OK.
In the Warning dialog box, click Yes to create the shared folder.
On the Create Share dialog box, configure the following, and then click OK.
Local path of shared folder: C:\Proposal_docs
Shared folder permissions: Administrators have full access; other users have read and write permissions
In the Warning dialog box, click Yes to create the folder.
Click OK to close the New Folder dialog box.
In the console, expand \\Adatum.com\Research, and then click Proposals. Notice that currently there is only one Folder Target. To provide redundancy, a second folder target may be added with DFS Replication configured.
To test the namespace, open Windows Explorer, and in the address bar type \\Adatum.com\Research, and then press Enter. The Proposals folder displays.

47. Optimizing a Namespace
20411B
Optimizing a Namespace
10: Optimizing File Services
Methods for optimizing a namespace include:
Rename or move a folder
Disable referrals to a folder
Specify referral cache duration
Configure namespace polling
Describe the various methods for optimizing a namespace.

48. Lesson 6: Configuring and Troubleshooting DFS-R
10: Optimizing File Services
Troubleshooting DFS
Briefly describe the lesson content.

49. Replication Groups and Replicated Folders
20411B
Replication Groups and Replicated Folders
10: Optimizing File Services
Replication Group:
A set of servers that participate in replicating one or more replicated folders
Replicated Folder
A folder that is kept replicated on each server
Describe the diagram as follows:
In the figure, there are two replicated folders: Projects, and Proposals. As data changes in each replicated folder, the changes are replicated across connections between replication group members. The connections between the members form the replication topology.
Creating multiple replicated folders in a single replication group simplifies the process of deploying replicated folders, because the topology, schedule, and bandwidth throttling for the replication group are applied to each replicated folder.
Note: Replicated folders do not need to be shared folders or part of a namespace, though the DFS Management snap-in makes it easy to share replicated folders and optionally publish them to an existing namespace.
Replication Group
Connection
Projects\Spec.doc
Projects
Proposals
Member
Proposals\Budget.xls
Projects
Replicated
Folders
Proposals

50. Initial Replication Process
20411B
Initial Replication Process
10: Optimizing File Services
The initial replication process consists of:
Replication of DFS-R settings
Primary member starts replication
Files are moved to DfsrPrivate\PreExisting
Files are compared and replicated
Primary member designation is removed
Give an overview of the initial replication process.

51. Demonstration: How to Configure DFS-R
20411B
Demonstration: How to Configure DFS-R
10: Optimizing File Services
In this demonstration, you will see how to:
Create a new folder target for replication
Create a new replication group
Preparation Steps
For this demonstration, you will use the 20411B-LON-DC1, 20411B-LON-SVR1 and 20411B-LON-SVR4 virtual machines. Sign in to all virtual machines as Adatum\Administrator with the password Pa$$w0rd.
Before you complete this demonstration, install DFS Replication on LON-SVR4. You can use the steps in Lab B, Exercise 1, Task 2, if needed.
Demonstration Steps
Create a new folder target for replication
Switch to LON-SVR1.
In DFS Management, right-click the Proposals folder, and then click Add Folder Target.
In the New Folder Target dialog box, type \\LON-SVR4\Proposal_docs, and then click OK.
In the Warning dialog box, click Yes to create the shared folder.
On the Create Share dialog box, in the Local path of shared folder field, type C:\Proposal_docs.
In the Shared folder permissions field, select Administrators have full access; other users have read and write permissions, and then click OK.
In the Warning dialog box, click Yes to create the folder.
In the Replication dialog box, click Yes to create a replication group. The Replicate Folder Wizard starts.
Create a new replication group
In DFS Management, in the Replicate Folder Wizard, on both the Replication Group and Replicated Folder Name page, accept the default settings, and then click Next.
On the Replication Eligibility page, take note that LON-SVR4 and LON-SVR1 are both eligible as DFS-R members. Click Next.
On the Primary Member page, select LON-SVR1 as the primary member, and then click Next.
(More notes on the next slide)

52. 10: Optimizing File Services
20411B
10: Optimizing File Services
On the Topology Selection page, leave the default selection of Full mesh, which will replicate all data between all members of the replication group.
If you had three or more members within the replication group, you can also choose Hub and spoke, which allows you to configure a publication scenario where data is replicated from a common hub to the rest of the members. You can also choose No topology, which allows you to configure the topology at a later time.
Upon reviewing all the selections, click Next.
On the Replication Group Schedule and Bandwidth page, leave the default selection of Replicate continuously, and then configure the setting to use Full bandwidth. Note that you can also choose a specific schedule to replicate during specified days and times. Click Next.
On the Review Settings and Create Replication Group page, click Create.
On the Confirmation page, ensure that all tasks are successful, and then click Close. Take note of the Replication Delay warning, and then click OK.
In the console, expand Replication.
Under Replication, click Adatum.com\research\proposals. Click and review each of the tabs in the details pane.

53. 20411B
Troubleshooting DFS
10: Optimizing File Services
Tool
Used to
Health Report
Report replication statistics and general health of the topology
Propagation Test
Generate a test file to verify replication
Propagation Report
Report on the propagation test and provide replication statistics
Verify Topology
Report on the current status of the members of the topology
Dfsrdiag.exe
Monitor replication state of the DFS replication service
Explain that Windows Server 2012 DFS provides a variety of diagnostic reports and propagation test features.

54. Lab B: Implementing DFS
10: Optimizing File Services
Exercise 3: Configuring DFS-R
Exercise 1: Installing the DFS role service
To support the creation of a replicated namespace, you have been asked to perform the installation of the DFS server role for LON-SVR1 and LON-SVR4.
Exercise 2: Configuring a DFS Namespace
You have been asked to configure a DFS namespace to support the newly requested file structure. Management has requested that the new structure meet the following requirements:
Namespace: \\Adatum.com\BranchDocs
Files share to include:
\\LON-SVR4\ResearchTemplates
\\LON-SVR1\DataFiles
Exercise 3: Configuring DFS-R
You have been asked to ensure that the files contained in the new DFS namespace are replicated to both LON-SVR1 and LON-SVR4 to ensure data availability.
Logon Information
Virtual machines: B-LON-DC1
20411B-LON-SVR1
20411B-LON-SVR4
User name: Adatum\Administrator
Password: Pa$$w0rd
Estimated Time: 45 minutes
(More notes on the next slide)

55. 10: Optimizing File Services
20411B
10: Optimizing File Services
Question
What are the requirements for deploying a namespace in Windows Server 2008 mode?
Answer
The domain must use Windows Server 2008 domain functional level, and all namespace servers must be running Windows Server 2008.
What are the benefits of hosting a namespace on several namespace servers?
Hosting a namespace on several namespace servers increases availability if a namespace server fails. Users will still be able to access the namespace by using one of the remaining namespace servers. If a namespace is hosted on a single server, and that server becomes unavailable, clients will not be able to use namespace links to access shared folders on the network.

56. 20411B
Lab Scenario
10: Optimizing File Services
A. Datum Corporation has deployed a new branch office. This office has a single server. To support branch staff requirements, you must configure DFS. To avoid the need to perform backups remotely, a departmental file share in the branch office will be replicated back to the head office for centralized backup, and branch data files will be replicated to the branch server to provide quicker access.

57. Why does DFS-R make a more efficient replication platform than FRSM?
20411B
Review Questions
10: Optimizing File Services
How do FSRM templates for quotas and file screens provide a more efficient FSRM management experience?
Why does DFS-R make a more efficient replication platform than FRSM?

58. Module Review and Takeaways
20411B
Module Review and Takeaways
10: Optimizing File Services
Review Questions
Review Questions
Question
How do FSRM templates for quotas and file screens provide a more efficient FSRM management experience?
Answer
Templates enable administrators to create quotas and file screens quickly, based on predefined templates. You also can use templates to manage child quotas in a one-to-many manner. To change the file size for several quotas created from the template, you only need to change the template.
Why does DFS-R make a more efficient replication platform than FRSM?
DFS-R uses an advanced delta-based heuristic, which only replicates modified portions of the file system, whereas FRSM always replicates the complete file. DFS-R also uses RDC to reduce replication-based network traffic.