Adding the target file server

We recommend that you add the virtual file server as the archiving target, rather than adding the individual cluster nodes as targets.

To add the target virtual file server

  1. If the cluster nodes run Windows Server 2008, note the following:

    • If the nodes are in a Microsoft server cluster you must run the Enterprise Vault Administration Console on a Windows Server 2008 computer.

    • If you select the option to install the FSA Agent in step 5, you must first turn off the Windows Firewall on the Windows Server 2008 nodes. If you prefer not to do this, install the FSA Agent manually on all the nodes in the cluster. You can perform the installation before or after you add the target file server.

      See Installing the FSA Agent manually.

  2. In the left pane of the Enterprise Vault Administration Console, expand the Enterprise Vault site until the Targets container is visible.

  3. Expand the Targets container.

  4. Right-click the File Server container and on the shortcut menu, click New and then File Server. The New File Server wizard starts.

  5. Enter the name of the virtual file server. Unless you plan to install the FSA Agent manually, select the option to install the FSA Agent on the new file server. The wizard then installs the FSA Agent services on each node.

  6. To add an FSA resource to the cluster group now, click Configure FSA Cluster to launch the FSA Cluster Configuration wizard. Alternatively you can run the FSA Cluster Configuration wizard later, if you prefer.

    The FSA Cluster Configuration wizard takes you through the steps to add the FSA resource to the set of resources that comprise a cluster resource group or service group. It also enables you to configure the FSA resource for high availability, if required. If you configure the FSA resource for high availability you can then monitor the FSA services and, if there is a problem with the node on which they are running, automatically move them to a working node in the cluster.

    See Configuring or reconfiguring the FSA resource.

    When the FSA Cluster Configuration wizard finishes, it returns you to the New File Server wizard.

  7. The final screens of the New File Server wizard vary, depending on whether you have already configured the FSA Reporting database:

    • If you have not configured FSA Reporting, the wizard displays a message that begins "FSA Reporting is not configured". It then skips to the final wizard page. You can configure FSA Reporting when the wizard has finished, if required.

      See About FSA Reporting.

    • If you have configured FSA Reporting, the New File Server wizard asks you if you want to enable data collection for FSA Reporting. If you choose to enable data collection the wizard then gives you the option to configure a non-default data collection schedule for the file server. You can perform these tasks later, if you want. For more details, see the help on the wizard pages.

  8. You can now configure the file server's properties and add target volumes as required.

    Note the following if you configure File Blocking in a clustered environment where multiple cluster groups can come online on the same cluster node. You must ensure that the following settings have the same values for all the virtual servers that can be online concurrently on the same node:

    • The quarantined files location.

    • The list of file blocking exemption files.

    These settings are on the File Blocking tab of the File Server Properties.

    Note that if you configure pass-through recall for a file server cluster, all the cluster nodes must use identical pass-through recall settings.

    See Configuring pass-through recall for a file server cluster.