Friday, April 9, 2021

How to configure File Server Resource Manager

  1. Go to Quota Templates and create a new template for each drive letter you are monitoring. 
    • Create a descriptive name for the template (ie. Drive C: almost full - company name)
    • Change the space limit to match the amount of space on the drive you are monitoring
    • Change settings to soft quota and choose "add"
    • Enter the email address you will be using for the email notifications (ie. rob@neverdownsystems.com)
    • Choose "OK" to save. You will receive notice regarding SMTP server setup. You can ignore this for now.
  2.  Go to Quotas and create a new Quota.
    • For Quota path, click "browse" and then browse to the drive letter you are monitoring
    • Under "how do you want to configure quota properties", click the down arrow and choose the quota template you set up in the previous step.
    • Click "create"
  3. Set up your SMTP server
    • Right click on "File Server Resource Manager (Local) and choose "configure options"
    • Under SMTP server name or IP address, enter the SMTP server you will be using
      • For Office 365 customers, you can use the MX record for Office 365. Make sure you have created a non-licensed user to send the reports (ie. fsrm@companyname.com) in Office 365. Also make sure you have a connector set up to allow the public IP address of the customer to send email via SMTP relay.
    • Under "Default Administrator recipients", enter the destination email address (ie. rob@neverdownsystems.com)
    • Under "Default From email address", enter the sending address (ie. fsrm@companyname.com)
    • Click "Send Test E-mail" to make sure email is delivered. If it does not get delivered, check the following:
      • Did you set up the connector in Office 365 to allow the public IP address of the customer?
      • Is the customer's firewall set to block SMTP traffic outbound? If so, did you allow an exception for the server(s) you are monitoring?