{"id":873,"date":"2012-10-10T17:02:13","date_gmt":"2012-10-10T17:02:13","guid":{"rendered":"http:\/\/microsoftgeek.com\/?p=873"},"modified":"2012-10-10T17:02:13","modified_gmt":"2012-10-10T17:02:13","slug":"configuring-volume-and-folder-quotas","status":"publish","type":"post","link":"https:\/\/microsoftgeek.com\/?p=873","title":{"rendered":"Configuring Volume and Folder Quotas"},"content":{"rendered":"<p>This article walks you through the steps involved for configuring volume  and folder quotas using File Server Resource Manager, a new feature of  Windows Server 2003 R2. The article also explains how to create and use  templates that can be used to quickly and easily configure quotas on  home folders for users on your network.<\/p>\n<p>Microsoft Windows has included support for disk quotas on NTFS  volumes since Windows 2000, but this support is limited in several ways:<\/p>\n<ul type=\"disc\">\n<li>Disk quotas are per-volume. That is, you can enable quotas only at the volume level, not the folder level.<\/li>\n<\/ul>\n<ul type=\"disc\">\n<li>Disk quotas are per-user. In other words, quotas are based on who  owns files, not on which folder they are stored in as long as the  folders are on the same volume.<\/li>\n<\/ul>\n<ul type=\"disc\">\n<li>Disk quotas are calculated using the logical size of files, not the actual physical disk space they occupy.<\/li>\n<\/ul>\n<ul type=\"disc\">\n<li>You can\u2019t configure disk quotas on multiple volumes simultaneously.<\/li>\n<\/ul>\n<ul type=\"disc\">\n<li>When disk quotas are exceeded, the only notification that can be generated is having an event logged to the Event logs.<\/li>\n<\/ul>\n<p>Windows Server 2003 R2 overcomes these limitations with new storage  management capabilities. These new capabilities are a welcome edition  given the increasing amount of storage used by even small- and  medium-sized businesses and given the proliferation of new storage  technologies available and their increasingly lower costs.<\/p>\n<p>The heart of the new quota management capabilities in R2 is a new  tool called File System Resource Manager. FSRM is implemented as an MMC  console and provides a centralized location for administering volume and  folder quotas, creating file screens, and generating storage usage  reports. The rest of this article examines the first of these  capabilities\u2014volume and folder quotas in R2. In future articles on  WindowsNetworking.com I\u2019ll walk you through setting up file screens and  generating reports using FSRM.<\/p>\n<h2>Creating and Configuring Volume and Folder Quotas<\/h2>\n<p>The difference between volume and folder quotas in R2 and NTFS disk quotas (which are still around in R2) are as follows:<\/p>\n<ul type=\"disc\">\n<li>Quotas can now be set at the folder level and not just the volume level.<\/li>\n<\/ul>\n<ul type=\"disc\">\n<li>These quotas apply to all users who store their files in a quota-enabled volume or folder.<\/li>\n<\/ul>\n<ul type=\"disc\">\n<li>Quotas are calculated using actual physical disk space occupied by files.<\/li>\n<\/ul>\n<ul type=\"disc\">\n<li>You can easily configure quotas on multiple volumes and\/or folders by creating quota templates.<\/li>\n<\/ul>\n<ul type=\"disc\">\n<li>You can have quotas automatically created for all subfolders in a given folder, including subfolders not yet created.<\/li>\n<\/ul>\n<ul type=\"disc\">\n<li>When a quota is exceeded, you have a variety of notifications you  can trigger including logging to the Event log, sending an email,  execute a command or script, and generate a storage report.<\/li>\n<\/ul>\n<p>Before you can create a volume or folder quota however, you first  need to install FSRM\u2014on both the machine you are going to manage quotas  from plus every file server on which you are going to create quotas.  That means all your file servers have to be upgraded to R2 before you  can use this new feature.<\/p>\n<p>The simplest way of installing FSRM is to use Manage Your Server to  add the File Server role to your machine. Adding this role adds a number  of new storage features as shown in Figure 1:<\/p>\n<blockquote dir=\"ltr\"><p><img decoding=\"async\" src=\"http:\/\/www.windowsnetworking.com\/img\/upl\/image001a1132826111937.JPG\" border=\"0\" alt=\"\" hspace=\"0\" align=\"bottom\" \/><br \/>\n<strong>Figure 1:<\/strong> Adding the file server role will install FSRM and other new storage features<\/p><\/blockquote>\n<p>If you\u2019re upgrading an existing Windows 2000 or Windows Server 2003  file server to R2, then the file server role is already present on the  machine so you\u2019ll have to use Add or Remove Programs to install FSRM  instead. To do this, select Add\/Remove Windows Components, then  Management and Monitoring Tools, then Details, and select File Server  Resource Manager.<\/p>\n<p>Once FSRM is installed, right-click on the root node and select  Connect To Another Computer to select an R2 file server to manage. Then  select the Quota Management node to perform all tasks related to volume  and folder quotas on that server as in Figure 2:<\/p>\n<blockquote dir=\"ltr\"><p><img decoding=\"async\" src=\"http:\/\/www.windowsnetworking.com\/img\/upl\/image002a1132826111953.JPG\" border=\"0\" alt=\"\" hspace=\"0\" align=\"bottom\" \/><br \/>\n<strong>Figure 2:<\/strong> Quota Management node in FSRM<\/p><\/blockquote>\n<p>First let\u2019s configure a quota on a single shared folder named Sales.  This share is used by users in the Sales Department for sharing  documents with each other. There are two ways to put a quota on the  Sales folder: apply a pre-defined quota or create a custom one. FSRM  includes a number of pre-defined quotas, so let\u2019s try that approach  first.<\/p>\n<p>Right-click on the Quota node and select Create Quota. Browse to  select the Sales folder and select Monitor 500 MB Share under the  drop-down list of quota templates available. A quota template is a  collection of quota settings that you can apply in one shot to a folder  or volume to configure a quota on that folder or volume. We selected the  Monitor 500 MB Share template because we feel 500 MB will be sufficient  storage space for the Sales share. Figure 3 shows the settings that  will be applied to the Sales folder:<\/p>\n<blockquote dir=\"ltr\"><p><img decoding=\"async\" src=\"http:\/\/www.windowsnetworking.com\/img\/upl\/image0031132826111953.jpg\" border=\"0\" alt=\"\" hspace=\"0\" align=\"bottom\" \/><br \/>\n<strong>Figure 3:<\/strong> Applying a pre-defined quota template to C:\\Sales<\/p><\/blockquote>\n<p>Note that\u00a0from the summary of quota properties that the quota will be  soft (generates notifications when exceeded) instead of hard (generates  notifications and enforces limit) and that three notifications will be  sent out:<\/p>\n<ul type=\"disc\">\n<li>An email warning message when the share is 80% full.<\/li>\n<li>An email limit message and a logged event when the share is 100% full.<\/li>\n<li>An email warming message and a logged event when the share is 120% full.<\/li>\n<\/ul>\n<p>Click Create and the quota is applied. Note that by selecting Define  Custom Quota Properties here instead of Derive Properties From This  Quota Template, you can create a custom quota of your own without basing  it on any quota template.<\/p>\n<p>Selecting the new quota in the Results pane (upper middle pane)  displays more information in the Description area (lower middle pane) as  shown in Figure 4:<\/p>\n<blockquote dir=\"ltr\"><p><img decoding=\"async\" src=\"http:\/\/www.windowsnetworking.com\/img\/upl\/image004a1132826253390.JPG\" border=\"0\" alt=\"\" hspace=\"0\" align=\"bottom\" \/><br \/>\n<strong>Figure 4:<\/strong> Properties of quota on Sales folder<\/p><\/blockquote>\n<p>Note that the Results pane can be used to monitor all your quotas  when the Quotas node is selected in the console tree at left. For  instance, you can easily see in the Results pane what the quota is for  Sales (50 MB), how much of that quota is being used (currently 0%), what  kind of quota (soft), and so on. Double-clicking on the quota displays  its properties, allowing you to further customize the quota settings for  Sales as in Figure 5:<\/p>\n<blockquote dir=\"ltr\"><p><img decoding=\"async\" src=\"http:\/\/www.windowsnetworking.com\/img\/upl\/image0051132826253406.jpg\" border=\"0\" alt=\"\" hspace=\"0\" align=\"bottom\" \/><br \/>\n<strong>Figure 5:<\/strong> Customizing the properties of the quota on Sales<\/p><\/blockquote>\n<p>A quick word about email notifications: how does FSRM know who to  email when a notification threshold for a quota has been reached? This  is done by right-clicking on the root node in FSRM, selecting Configure  Options, and entering an email address and SMTP server name on the  E-Mail Notifications tab as in Figure 6 below. Once you\u2019ve done this,  click Send Test E-Mail to make sure it works.<\/p>\n<blockquote dir=\"ltr\"><p><img decoding=\"async\" src=\"http:\/\/www.windowsnetworking.com\/img\/upl\/image0061132826253406.jpg\" border=\"0\" alt=\"\" hspace=\"0\" align=\"bottom\" \/><br \/>\n<strong>Figure 6:<\/strong> Setting up email notifications<\/p><\/blockquote>\n<h2>Using Quota Templates and Auto Quotas<\/h2>\n<p>Obviously, creating  quotas one at a time like this can be a lot of work if you have a lot of  volumes and folders you want to control storage on. That\u2019s where quota  templates come in\u2014they let you define quota settings and apply them  quickly to volumes and folders. We\u2019ve already seen how to apply  pre-defined templates, so let\u2019s just look at how to create a custom  template. You can again do this two ways: base your custom template on  an existing template by tweaking it, or create a new template from  scratch. Let\u2019s try the second approach.<\/p>\n<p>Right-click on the Quota Templates node in FSRM and select Create  Quota Template. Note that if you want to base your new template on an  existing one, you just select the existing template and click Copy to  copy its settings to the new template. But we want to create a template  from scratch, so fill in the template name, limit, choose hard or soft,  and you\u2019re reading to define additional notifications as in Figure 7.  Note that the template we\u2019re creating will be used to define 150 MB hard  quotas for the home folders of users in the Accounting Department.<\/p>\n<blockquote dir=\"ltr\"><p><img decoding=\"async\" src=\"http:\/\/www.windowsnetworking.com\/img\/upl\/image0071132826566968.jpg\" border=\"0\" alt=\"\" hspace=\"0\" align=\"bottom\" \/><br \/>\n<strong>Figure 7:<\/strong> Quota template for Accounting users, minus the notifications<\/p><\/blockquote>\n<p>Let\u2019s define a notification that sends an email to the user who  exceeded the quota when the folder is 75% full. Click Add and configure  the settings as shown in Figure 8:<\/p>\n<blockquote dir=\"ltr\"><p><img decoding=\"async\" src=\"http:\/\/www.windowsnetworking.com\/img\/upl\/image0081132826566968.jpg\" border=\"0\" alt=\"\" hspace=\"0\" align=\"bottom\" \/><br \/>\n<strong>Figure 8:<\/strong> Notify user when quota exceeded<\/p><\/blockquote>\n<p>Note that you can edit the subject and message body of the  notification message. For example you could change the subject to  \u201cYou\u2019ve exceeded your quota!\u201d which might get their attention better.  You can also use replaceable variables to add quota settings information  to the subject or message body by clicking Insert Variable. Once you\u2019re  finished you can add more notifications if you like. Don\u2019t forget to  configure the default notification (Limit 100%) so it does something as  well, like email the quota administrator and log an event to the Event  log.<\/p>\n<p>Figure 9 shows the new quota template in the Results pane of FSRM:<\/p>\n<blockquote dir=\"ltr\"><p><img decoding=\"async\" src=\"http:\/\/www.windowsnetworking.com\/img\/upl\/image009a1132826566968.JPG\" border=\"0\" alt=\"\" hspace=\"0\" align=\"bottom\" \/><br \/>\n<strong>Figure 9:<\/strong> Quota template named 150 MB Limit for Users in Accounting Department is selected<\/p><\/blockquote>\n<p>Let\u2019s say all users in the Accounting Department have their home  folders (redirected My Documents folders) located as subfolders within a  share named Accounting on the file server (see Figure 10):<\/p>\n<blockquote dir=\"ltr\"><p><img decoding=\"async\" src=\"http:\/\/www.windowsnetworking.com\/img\/upl\/image010a1132826566984.JPG\" border=\"0\" alt=\"\" hspace=\"0\" align=\"bottom\" \/><br \/>\n<strong>Figure 10:<\/strong> Bob, Mary and Henry are users in the Accounting Department<\/p><\/blockquote>\n<p>We want to apply our new quota template to all existing and future  users in the accounting department. To do that involves creating an auto  quota, which is done like this: right-click on Quotas, select Create  Quota, and browse to the parent folder (C:\\Accounting) within which the  users\u2019 home folders are contained. Select the quota template we created  earlier for users in the Accounting Department. Then select the Auto  Apply Template And Create Quotas on Existing And New Subfolders option  as shown in Figure 11:<\/p>\n<blockquote dir=\"ltr\"><p><img decoding=\"async\" src=\"http:\/\/www.windowsnetworking.com\/img\/upl\/image0111132826589906.jpg\" border=\"0\" alt=\"\" hspace=\"0\" align=\"bottom\" \/><br \/>\n<strong>Figure 11:<\/strong> Automatically applying a quota template to all subfolders of Accounting<\/p><\/blockquote>\n<p>Click Create to generate the quotas. Then select the Quota node to view them as in Figure 12<\/p>\n<blockquote dir=\"ltr\"><p><img decoding=\"async\" src=\"http:\/\/www.windowsnetworking.com\/img\/upl\/image012a1132826589906.JPG\" border=\"0\" alt=\"\" hspace=\"0\" align=\"bottom\" \/><br \/>\n<strong>Figure 12:<\/strong> Hard quotas have been generated for all subfolders of Accounting<\/p><\/blockquote>\n<p>One more thing, and it\u2019s nice\u2014what if we decide later that the email  notification should be sent to users at 80% instead of 75% full? Do we  have to modify each quota individually? Nope\u2014all we have to do is modify  the template from which the quotas were derived. Select the Quota  Templates node, double-click on the template, edit the notification,  click OK and the following dialog box appears (Figure 13):<\/p>\n<blockquote dir=\"ltr\"><p><img decoding=\"async\" src=\"http:\/\/www.windowsnetworking.com\/img\/upl\/image0131132826589906.jpg\" border=\"0\" alt=\"\" hspace=\"0\" align=\"bottom\" \/><br \/>\n<strong>Figure 13:<\/strong> Dialog box after modifying a quota template<\/p><\/blockquote>\n<p>The first option will regenerate quotas that were previously derived  from this quota template, but only if you haven\u2019t manually customized  those quotas in the meantime. The second option regenerates quotas that  were previously derived from the template regardless of whether they  have been individually customized or not. And the third option updates  the template but not any of the quotas that were previously derived from  it. Probably the first option is the one you want to choose in most  cases.<\/p>\n<h2>Conclusion<\/h2>\n<p>Volume and folder quotas are a feature of R2 that make managing storage resources on file servers a lot easier.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This article walks you through the steps involved for configuring volume and folder quotas using File Server Resource Manager, a new feature of Windows Server 2003 R2. The article also explains how to create and use templates that can be used to quickly and easily configure quotas on home folders for users on your network. 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