Scan Policies

Creating a Scan Policy

A scan policy establishes the following parameters:

  • Type of scan (File System, Permissions, or Volume Free Space)

  • Scan target(s)

  • Scan retry settings

  • Scan schedule

IMPORTANT: The scan policy requires a unique name. If you attempt to use an existing name, File Reporter OES generates an error.

  1. Select Scan Policies in the File Systems menu.

  2. Click Add to open the New Scan Policy dialog.

  3. Enter a Policy Name for the new scan policy.

  4. Select the type of scan to conduct in the Policy Type field.

    • File System: Scans the files stored currently on the network share to identify the size of the files, when they were last accessed, the locations of duplicate versions, etc.

    • Permissions: Scans the permissions of the folders stored on the shares.

    • Volume Free Space: Scans the availability of free space on the shares.

  5. Click OK to open the Scan Policy Editor dialog, which displays the name of the new scan policy.

  6. Enter a Description of the new scan policy.

  7. Specify the Retry Count, which is the number of times File Reporter OES will attempt to scan the storage resource targets listed in the scan policy in response to a failure.

  8. Specify the Retry Interval, which is the length of time that passes after a failure before File Reporter OES retries a scan of the storage resource targets listed in the scan policy.

  9. Leave the Directory Quotas box unchecked unless you plan to generate a Directory Quota Report.

  10. Check the Previous Scans box to keep the prior scan generated through this policy whenever a new scan is performed.

    • When a new scan is complete, the results become the Current Scan and the prior version becomes the Previous Scan.

    • If an earlier Previous Scan exists, it is deleted.

    • If you later uncheck the box in preparation for a new scan, the existing Previous Scan will not be removed until a new scan is processed.

    • You can use the Previous Scan to generate an Historic Comparison Report with either a Baseline Scan or a Current Scan — see Historic Comparison Reports for details.

    NOTE: To maintain a scan indefinitely, specify it as a Baseline Scan — see Establishing a Baseline Scan for more information.

  11. Click Add to open the Scan Target Browser dialog and specify storage resource scan targets for the scan policy.

    IMPORTANT: After adding a target to a scan policy, the same target cannot be added to another scan policy of the same type.

  12. Click OK to save the scan policy, which is now displayed on the Scan Policies page. The scan policy still needs to be scheduled — see Scan Scheduling for details.

Editing a Scan Policy

  1. Select Scan Policies in the File Systems menu.

  2. Check the box for the scan policy you want to edit.

  3. Click Edit.

  4. Change the desired settings.

  5. Click OK.

Deleting a Scan Policy

  1. Select Scan Policies in the File Systems menu.

  2. Check the box for the scan policy you want to delete.

  3. Read the warning and click Yes.