Create a quota template

Applies To: Windows Server 2003 R2

A quota template defines a space limit, the type of quota (hard or soft), and a set of notifications to be generated when the quota limit approaches.


By creating quotas exclusively from templates, you can centrally manage your quotas by updating the templates instead of the individual quotas. This is a feature that simplifies the implementation of storage policy changes by providing one central point where all updates can be made.

To create a quota template

  1. In Quota Management, right-click Quota Templates, and click Create quota template. This opens the Create Quota Template dialog box.

  2. If you want, you can copy the properties of an existing template by selecting it from the drop-down combo box and clicking Copy. These properties can be used as a base for the new template, or you can create an entirely new one.

  3. To identify the new template, enter a template name and an optional quota label.

  4. To configure the space limit for the quota:

    1. Under Limit, specify the amount of space to allow.

    2. Specify the type of quota to impose:

      A hard quota prevents users from saving files after the space limit is reached, and generates notifications when the volume of data reaches each configured threshold.

      A soft quota does not enforce the quota limit, but generates all configured notifications.

    Notification thresholds determine what happens when the quota limit approaches. You can send e-mail notifications, log an event, execute a command or a script, or generate reports. By default, no notifications are generated.

  5. To configure notifications that will be generated when the quota limit is reached, in the Notification thresholds list, highlight the Limit (100%) threshold, and click Edit. This opens the Limit Properties dialog box.

  6. To configure e-mail notifications, set the following options on the E-mail Message tab:

    • Select the Send e-mail to the following administrators check box, and enter the names of the administrative accounts that will receive notifications. Use the format account@domain; use semicolons to separate multiple accounts.

    • To contact the person who saved the file that exceeded the quota threshold, select the Send e-mail to the user who exceeded the threshold check box.

    • Optionally, edit the default subject line and message body that are provided.

      The text that is in brackets inserts variable information about the quota event that caused the notification. For example, the [Source Io Owner] variable inserts the user name of the user or application that wrote the file to disk. Use the Insert Variable button to insert additional variables in the text.

      (You can use the Additional E-mail Headers button to configure additional headers, including “From,” “Cc,” “Blind Cc,” and “Reply-To.”)

  7. To log an error to the event log, on the Event Log tab, select the Send warning to event log check box, and optionally edit the default log entry.

  8. To run a command or script, on the Command tab, select the Run this command or script check box, and type the command or browse to the location where the script is stored. Optionally, enter command arguments, select a working directory for the command or script, or modify the command security setting.

  9. To specify that one or more storage reports be generated automatically, on the Report tab, select the Generate reports check box, and select which reports to generate. You must choose at least one e-mail recipient for the report, either an administrator or the user.

  10. After configuring each type of notification that you want to generate, click OK to save the threshold.

  11. To configure additional notification thresholds, perform these steps:

    1. In the Notification Thresholds area, click Add.

    2. At the top of the Add Threshold dialog box, enter the percentage of the quota limit at which to generate the notifications. The default threshold for the first notification is 85 percent.

    3. Use the E-Mail Message, Event Log, Command, and Reports tabs to configure each type of notification that you want to generate, as you did in steps 6 through 10. Then click OK.

  12. When you complete the quota properties, click OK to save the template.


To send e-mail notifications and to configure the storage reports with parameters appropriate for your server environment, you must first set the general File Server Resource Manager options.

See Also


Setting File Server Resource Manager Options
Edit quota template properties