Checklist - Apply a file screen to a volume or folder
Applies to: Windows Server (Semi-Annual Channel), Windows Server 2016, Windows Server 2012 R2, Windows Server 2012, Windows Server 2008 R2
To apply a file screen to a volume or folder, use the following list:
Configure e-mail settings if you plan to send file screening notifications or storage reports by e-mail by following the instructions in Configure E-Mail Notifications.
Enable recording of file screening events in the auditing database if you plan to generate File Screening Audit reports. Configure File Screen Audit
Assess stored file types that are candidates for screening rules. You can use reports at the Storage Reports Management node to provide data. (For example, run a Files by File Group report or a Large Files report on demand to identify files that occupy large amounts of disk space.) Generate Reports on Demand
Review the preconfigured file groups, or create a new file group to enforce a specific screening policy in your organization. Define File Groups for Screening
Review the properties of available file screen templates. (In File Screening Management, click the File Screen Templates node.) Edit File Screen Template Properties
Create a new file screen template to enforce a storage policy in your organization. Create a File Screen Template
Create a file screen based on the template on a volume or folder. Create a File Screen
Configure file screen exceptions in subfolders of the volume or folder. Create a File Screen Exception
Schedule a report task containing a File Screening Audit report to monitor screening activity periodically. Schedule a Set of Reports
To limit storage on a volume or folder, see Checklist: Apply a Quota to a Volume or Folder
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