Novell FILE SYSTEM FACTORY 1.2.1 - ADMINISTRATION User manual

Novell

www.novell.com

Novell Confidential Manual (ENU) 21 December 2004

File System Factory

1.2.1

August 30, 2005

ADMINISTRATION GUIDE

Novell Confidential Manual (ENU) 21 December 2004

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Document Version: 60105

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File System Factory 1.2.1 Administration Guide

August 30, 2005

Online Documentation: To access the online documentation for this and other Novell products, and to get updates, see

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Novell Confidential Manual (ENU) 21 December 2004

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DirXML is a trademark of Novell, Inc.

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All other third-party trademarks are property of their respective owners.

Contents

Novell...................................................................................................................................1

File System Factory™........................................................................................................1

Contents..............................................................................................................................4

1 Welcome...........................................................................................................................6

.............................................................................................................................................6

2 Product Mission and Key Benefits .................................................................................7

3 Overview...........................................................................................................................9

4 Components and Transaction Flow..............................................................................10

5 Product Requirements...................................................................................................11

6 New Features in Version 1.2.1......................................................................................12

New Features in Version 1.2............................................................................................13

7 Global Event Subsystem................................................................................................14

9 Installation and Configuration.....................................................................................18

Schema Extensions.......................................................................................................18

Proxy Rights.................................................................................................................18

Base Installation...........................................................................................................19

Creating a Policy..........................................................................................................19

Assigning a Policy to a Container...............................................................................20

Installation and Configuration Verification..............................................................20

Applying a Policy to Existing Users...........................................................................21

10 Management Interface................................................................................................22

Accessing the Management Interface.........................................................................22

Using the Management Interface................................................................................24

11 Policy Definitions and Application.............................................................................41

12 Backfill Operations......................................................................................................47

........................................................................................................................................51

13 Quota Manager............................................................................................................52

Enabling and Configuring Quota Management for a Policy...................................53

Setting up Rights to Use Quota Manager..................................................................53

Using the Quota Manager Interface...........................................................................54

Configuring the Executive Dashboard.......................................................................57

Executive Dashboard Security Principle Object.......................................................58

Novell File System Factory™ Administrator’s Guide

Using the Executive Dashboard Interface.................................................................59

Configuring Workflow................................................................................................63

Setting up the Workflow Management Structure.....................................................64

Using the Workflow Interface....................................................................................64

16 Template Processing....................................................................................................66

Examples.......................................................................................................................70

Template Summary......................................................................................................73

17 Mass User Testing.......................................................................................................74

18 Universal Resource Access..........................................................................................75

19 Home Directory Deployment Scenarios......................................................................77

20 Collaborative Storage Management...........................................................................79

Collaborative Storage in Business .............................................................................79

Collaborative Storage in Education ..........................................................................80

21 Data Migration............................................................................................................82

22 Release Notes...............................................................................................................85

Novell File System Factory™ Administrator’s Guide

1Welcome

Welcome to the Novell File System Factory ™ 1.2 Administrator’s Guide. This

Administrator’s Guide is intended to introduce you to File System Factory™ and guide

you through the installation, configuration, and usage of the product.

During the spring of 2003 Novell introduced Novell File System Factory, a product that

revolutionizes use of the Novell File System. Novell is building on that success with the

release of Novell File System Factory 1.2 and now with version 1.2.1. File System

Factory allows for easy provisioning, management, and cleanup of user home directories

and group storage, while providing disk storage to all network users and collaborative

storage to working groups.

Designed for the real world from the inside out, Novell File System Factory is built on

procedures proven in real world environments. In the real world target servers die,

volumes dismount, routers are rebooted and backhoes dig up communication links. The

action engine in File System Factory is built on transactional state machine architecture to

ensure that policies are applied when events happen no matter what.

Novell File System Factory is a complete home directory life cycle solution for user as

well as group storage. With File System Factory, and its automated power and ease of

configuration, the perplexity of file system management is gone. Users will love true

instant access to the information they need. Administrators will love Zero Day cleanup.

Novell File System Factory™ Administrator’s Guide

2Product Mission and Key Benefits

Novell’s File System Factory is a revolutionary policy driven file-system management

solution that unites Novell’s industry leading directory service eDirectory with the

legendary NetWare file system. The connection of eDirectory identities with directory

based storage management polices for creating personal and collaborative storage

delivers the industry’s only identity based storage management solution.

Product Mission

The mission of File System Factory™ is to unite an organization’s user identities with

their storage system to deliver a full lifecycle identity based storage management solution

that completely automates the load balanced creation, management, and deletion of

personal and collaborative disk space.

The major objective of Novell File System Factory is to create a storage management

subsystem to back these Administrator instructions:

1. Install some disk storage.

2. Point your new or existing tree at the new storage.

3. Sit back and relax.

Identity Based Storage Management Solution

Novell File System Factory is a key component of Novell’s Secure Identity Management

solution set. File System Factory provides new and dynamic levels of automation and

management for NetWare file services, which to this point have not been possible. File

System Factory enables policy-based lifecycle provisioning and de-provisioning of

personal and group storage. As a result, your business can simplify access and

management of storage, based on users' identities. Regardless of how you create, move or

delete user and group accounts in the directory, Novell File System Factory responds to

these events by automatically creating, moving or deleting disk storage on NetWare. With

File System Factory, your business can effortlessly keep pace with the storage demands of

a busy, large-scale organization and reduce support costs.

Providing personal and collaborative storage on a network can be a very valuable.

However, providing and managing storage for each user and group on your network can

become a major headache for your overburdened IT department. Fortunately, with File

System Factory™, you can provide the storage users expect (and genuinely need) while

significantly reducing the headache—and cost—of creating and managing that storage.

Storage Solution for all Environments

File System Factory™ unites the NetWare® file system that is an integral part of many

real-world eDirectory implementations with the eDirectory automation that these identity

provisioning solutions provide. File System Factory™ is designed to provide an

immediate benefit in managing network storage for any enterprise, no matter what the

current situation:

•New Tree – No User Home Directories

oIf you are just starting out, File System Factory™ can give your new

users managed home directory space with little effort on your part.

•Existing Tree – No User Home Directories

Novell File System Factory™ Administrator’s Guide

oIf you already have user accounts in your tree, but have not taken the

steps to give them home directories, File System Factory™ can

automatically give your existing users managed home directory space.

•Existing Tree – Existing User Home Directories

oIf you already have user accounts in your tree and they have home

directories, File System Factory™ can begin managing your existing

home directories as well as provision and manage any new ones.

Key Novell File System Factory Benefits:

•Full lifecycle, policy-driven file system management to create, manage, delete

home directories for both personal and collaborative storage.

•Unites newer identity provision solutions with the NetWare file system,

delivering identity based storage management.

•Automatic NetWare® storage with access methods to all namespaces, including

Windows, Mac, UNIX, and the Web.

•Group collaborative storage provisioning through policies.

•Automatic assignment of Disk Space Restrictions.

•Load balancing, Multi-Server Distribution & Space Balancing.

•NetWare storage control based on policies managed by eDirectory.

•Powerful automated Data Migration, including moving from traditional NetWare

file servers to Novell Storage Services™ & Cluster Services

•Automated Cleanup (everybody’s pain point) based on policy.

•Designed, built and tested to solve “real world” issues in delivering personal and

collaborative storage.

Enable Migration to New Provisioning Processes

Novell File System Factory is an invaluable resource to assist organizations in moving to

a new or adding an additional provisioning process. By using File System Factory to

make storage creation and management a separate but linked component of the user

provisioning process, organizations are now free to adopt and migrate to the new

provisioning technologies of Novell. Therefore, with File System Factory you can add file

system connectivity to your current and future provisioning solution whether it is based

on Novell Nsure Identity Manager (DirXML), LDAP applications, UIMPORT, LDIF,

ICE, custom code or another vendor’s product.

Policy Based Data Migration

Migrating home directories and group storage is a cumbersome and time consuming

process for administrators, but now Novell File System Factory is making migrating data

easy and painless for both administrators and end-users. Using Novell File System

factory can make moving to a Netware cluster as easy as changing an attribute in

eDirectory. With NetWare now supporting Clusters and SANs, many organizations want

to migrate. Data migration through dynamic policy application is one of the most

powerful features of File System Factory. If a user moves or the policy covering the user

changes, the new policy applies. If the new policy points to a different set of storage, say

another server, the user’s home directory and data will automatically moved to the new

server in a way that the user is not impacted by the move. Attributes of the policy dictate

the schedule and bandwidth used for data migrations.

In addition, File System Factory™ contains safeguards to ensure "seamless" migration of

the data by taking the necessary precautions to avoid troublesome situations and educate

the user about the migration process.

Novell File System Factory™ Administrator’s Guide

3Overview

File System Factory™ is an event-driven file system management solution for eDirectory

and NetWare. Ultimately, it creates, manages, and deletes disk storage based on events in

the Directory. It is designed to provide these services for user home directories (personal

storage) as well as shared disk space (group storage).

These actions are performed based on File System Factory™ management Policies that

are defined and associated with containers in the tree. Policy definitions allow separate

management methods for storage for users and groups in the same part of the tree. A

single Policy may be assigned to multiple objects in the tree for unified management. A

policy may be assigned to a container, a group, or directly to an individual user object.

Standard inheritance determines which policy, if any, is applied for a given object.

File System Factory™ contains selectable algorithms for load-balancing storage across

multiple servers and volumes. These may be traditional NetWare volumes, volumes based

on Novell Storage Services (NSS), or volumes backed by Novell Cluster Services.

When an event occurs in the tree, the event-monitoring component of File System

Factory™ immediately intercepts the event. Because File System Factory™ contains a

Global Event Subsystem; multiple instances of the event monitor can be run

simultaneously on multiple servers without concern for replica location collisions and

duplicate event processing.

The intercepted Directory events are sent to a server running the File System Factory™

action engine component. If the engine determines that a Policy has been associated

directly or indirectly with the object being created, modified, or deleted; the engine then

applies the Policy.

Policies contain provisions for having File System Factory™ not only create the file

systems, but also apply quotas, set trustee assignments, and copy a given template

directory containing files and subdirectories with trustees. Directory cleanup can be

managed such that file system deletions may occur immediately after object deletion or be

deferred for a specified amount of time.

File System templates may be applied to users or groups or both users and groups. File

System Factory™ can copy in a specified template directory from anywhere on the

network for each user or group home directory created. Files and directories may be

copied as well as trustee assignments and attributes.

The engine contains an internal transactional state machine architecture that allows the

engine to deal with transient waits with eDirectory synchronization issues. The state

machine architecture also allows 100% recovery from any failure involving network

communications, a target server or a server running a component of File System

Factory™ (including the engine itself).

File System Factory™ will work with any version of NDS or eDirectory. Components

will run on any 5.x or 6.x NetWare server. File systems can be created and managed on

any supported version of NetWare that works with NDS or eDirectory (4.x, 5.x, 6.x).

Novell File System Factory™ Administrator’s Guide

4Components and Transaction Flow

The following diagram illustrates the command and controls as well as data flow within a

File System Factory™ system.

Generally, this is how File System Factory™ is put into action:

1. An Administrator uses a browser to create a File System Factory™ Policy. Here,

the Policy is directed to one or more target data paths on NetWare volumes. A

load-balancing algorithm is specified as well as a default trustee assignment and

optionally an initial quota and copy template path.

2. Then the Policy is assigned or associated with one or more objects in the tree,

such as a container.

3. The event monitoring NLM intercepts events for the container associated with

the Policy and sends the events in to the Engine NLM.

4. The Engine NLM contains a process queue and event database on the local

system. It applies the Policy to the event and acts on the target file system

pointed to by the Policy.

Novell File System Factory™ Administrator’s Guide

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