4.7 Creating a User Home Folder Policy

A policy is the means by which Storage Manager for eDirectory provisions, manages, deletes, and archives storage. The parameters within the policy dictate where user storage is created, what rights are granted, what quota to assign, what to do when a user is deleted, and much more.

IMPORTANT:Only one policy of the same type can be associated with a volume, container, group, or user.

  1. In the Admin Client, click the Main tab.

  2. Click Policy Management.

  3. From the In Manage drop-down menu, select New > User Home Folder.

  4. Specify a descriptive name for the policy, then click OK.

    The Policy Options page appears.

  5. Set the Policy Options specifications for the policy:

    1. If you want the container’s subcontainers to inherit the policy settings, leave the Policy applies to subcontainers check box selected. Otherwise, deselect it.

    2. If you will have users that are members of multiple groups, which means they could be affected by multiple policies, use the Policy Weight field to indicate a weight for this policy.

      When multiple policies pertain to a user, Storage Manager for eDirectory uses the highest weight number to determine which policy to apply.

  6. Set the associations:

    1. In the left pane, click Associations.

    2. Click Add.

    3. Browse to and locate the organizational unit, Group object, or User object you want the policy applied to, then drag it to the Selected Items pane.

    4. Click OK.

  7. Set the provisioning specifications:

    1. In the Folder Properties region, specify the settings you want for the rights to be applied to network home folders that are created through this policy. Select the Policy-Defined Default Attributes check box, to activate additional check boxes.

    2. In the Template Folder region, click the Browse button to locate and place a path to a template directory that can be copied into each home folder.

      For more information on templates, see Step 3.

    3. In the Home Folder region, leave the Set target path server as Default Server check box selected.

  8. Set the target paths:

    1. In the left pane, click Target Paths.

    2. Click Add, browse to the volume or folder where you want your home folders to reside, right-click and choose Select to add the target path to the Selected Paths pane.

    3. Click OK.

    4. If you want to set the location of home directories among different paths, repeat Step 8.b to include all the paths you want.

    5. If you have multiple paths listed, select a distribution method from the Distribution drop-down list.

      For an explanation of storage distribution, see Section 5.4.4, Setting Target Paths.

    6. Leave the other fields as they are currently set.

    7. Click Apply to save your settings.

  9. Set the directory quota options:

    1. In the left pane, click Quota Options.

    2. In the Initial Quota region, specify the amount of initial directory storage space to be allocated to all users associated with this policy.

    3. (Optional) In the Quota Management region, click the Enable Quota Manager / Quota Preservation for this Policy check box, to display additional options.

    4. Select one of the following Quota Maximum options:

      • Use the No Maximum Quota option to specify that the users managed by this policy will be granted additional directory storage quota when they need more.

      • Use the Maximum Quota field to specify the maximum amount of storage that is allocated to a user. This allocation comes through the quota increment settings below.

    5. (Optional) Select one of the following Quota Increment options:

      • Select the Set quota increment manually option to allow users who are designated as quota managers to set directory quotas manually.

      • Select the Increment quota by option to indicate the size in MB for each new allocation of additional storage quota.

    6. Click Apply to save your settings.

  10. Set the move schedule:

    1. In the left pane, click Move Schedule.

    2. Specify the hours when Storage Manager for eDirectory can perform data migrations.

      For more information on data migrations, see Section 5.4.6, Setting the Move Schedule.

    3. Click Apply to save the settings.

  11. Set the cleanup options:

    1. In the left pane, click Cleanup Options.

    2. In the Storage Cleanup region, select the Enable check box to indicate if you want user storage associated with this policy deleted when a user is removed from eDirectory.

      If you select the check box, you can specify the number of days a user home folder and its contents will remain before it is deleted.

    3. If you want user storage associated with this policy vaulted, in the Vault on Cleanup region, select the Enable check box and use the Browse button to indicate a path to the vault location.

    4. Click Apply to save your settings.

      If you have both Storage Cleanup and Vault on Cleanup enabled, Storage Manager for eDirectory vaults the data and then deletes it after the specified period of time. If you have Vault on Cleanup but not Storage Cleanup enabled, Storage Manager for eDirectory vaults the data immediately and never cleans it up.

  12. Set the vault rules:

    1. In the left pane, click Vault Rules.

    2. Click the Add to create vault rules.

      For example, in the rule above, all .tmp files are deleted prior to their home folder being vaulted. When the specified number of days in the Cleanup storage after field has passed, the home folder is deleted from the specified vault location.

    3. Click Apply to save your settings.

  13. Set the grooming rules:

    1. In the left pane, click Grooming Rules.

    2. Click Add.

    3. Select either Vault or Delete from the Action drop-down menu to specify whether to vault or delete a particular type of file.

    4. In the File Name Mask field, indicate the type of file for which this grooming rule will take action. For example, *.mp3 and *.mp4.

      To narrow the scope of the grooming rule, you can use the filter settings in the lower portion of the dialog box.

      For example, if you select Greater than from the File Size Filter drop-down menu, enter 2 as the Numeric Criteria, and select MBs as the Unit setting, the grooming rule in this example vaults all MP3 files greater than 2 MB. Setting additional filters narrows the scope of the grooming action even more.

    5. Click OK to save the grooming rule.

    6. Repeat Step 13.a through Step 13.e to create additional grooming rules.

    7. Click Apply to apply the grooming rules.

  14. Click OK to save the policy settings.