部署實作保留的資訊檔案伺服器(示範步驟)Deploy Implementing Retention of Information on File Servers (Demonstration Steps)

適用於:Windows Server 2016、Windows Server 2012 R2、Windows Server 2012Applies To: Windows Server 2016, Windows Server 2012 R2, Windows Server 2012

您可以設定保留期間的準則資料夾,並使用檔案分類基礎結構和檔案伺服器資源管理員放在法律按住檔案。You can set retention periods for folders and put files on legal hold by using File Classification Infrastructure and File Server Resource Manager.

本文件In this document

注意

本主題包含範例 Windows PowerShell cmdlet 可供您將部分所述的程序。This topic includes sample Windows PowerShell cmdlets that you can use to automate some of the procedures described. 如需詳細資訊,請查看使用 CmdletFor more information, see Using Cmdlets.

必要條件Prerequisites

本主題中的步驟操作假設您設定檔到期日通知 SMTP 伺服器。The steps in this topic assume you have a SMTP server configured for file expiration notifications.

步驟 1:建立的資源屬性定義Step 1: Create resource property definitions

在此步驟,我們會讓保留期間的可搜尋性,以及的資源屬性,使檔案分類基礎結構可以使用這些的資源屬性標記網路共用資料夾中的掃描的檔案。In this step, we enable the Retention Period and Discoverability resource properties so that File Classification Infrastructure can use these resource properties to tag the files that are scanned in a network shared folder.

執行此步驟,使用 Windows PowerShellDo this step using Windows PowerShell

若要建立的資源屬性定義To create resource property definitions

  1. 網域控制站在登入伺服器網域管理安全性群組成員。On the domain controller, sign in to the server as a member of the Domain Admins security group.

  2. 打開 Active Directory 系統管理員中心。Open Active Directory Administrative Center. 在伺服器管理員中,按一下工具,然後按Active Directory 管理中心In Server Manager, click Tools, and then click Active Directory Administrative Center.

  3. 展開動態存取控制,然後按資源屬性Expand Dynamic Access Control, and then click Resource Properties.

  4. 以滑鼠右鍵按一下保留期間,然後按可讓Right-click Retention Period, and then click Enable.

  5. 以滑鼠右鍵按一下可搜尋性,然後按可讓Right-click Discoverability, and then click Enable.

方案指南Windows PowerShell 相當於命令 * * Windows PowerShell equivalent commands*

下列 Windows PowerShell cmdlet 執行上述程序相同的功能。The following Windows PowerShell cmdlet or cmdlets perform the same function as the preceding procedure. 輸入每個 cmdlet 上一行,,即使它們可能會出現換透過以下幾個行因為格式設定的限制。Enter each cmdlet on a single line, even though they may appear word-wrapped across several lines here because of formatting constraints.

Set-ADResourceProperty -Enabled:$true -Identity:'CN=RetentionPeriod_MS,CN=Resource Properties,CN=Claims Configuration,CN=Services,CN=Configuration,DC=contoso,DC=com'  
Set-ADResourceProperty -Enabled:$true -Identity:'CN=Discoverability_MS,CN=Resource Properties,CN=Claims Configuration,CN=Services,CN=Configuration,DC=contoso,DC=com'  

步驟 2:設定的通知Step 2: Configure notifications

在此步驟,我們會使用檔案伺服器資源管理員」主控台設定 SMTP 伺服器、預設系統管理員的電子郵件地址,並從傳送報告預設電子郵件地址。In this step, we use the File Server Resource Manager console to configure the SMTP server, the default administrator email address, and the default email address that the reports are sent from.

執行此步驟,使用 Windows PowerShellDo this step using Windows PowerShell

若要設定的通知To configure notifications

  1. 以系統管理員安全性群組成員登入該檔案伺服器。Sign in to the file server as a member of the Administrators security group.

  2. Windows PowerShell 命令提示字元中,輸入更新-FsrmClassificationPropertyDefinition,然後按 ENTER 鍵。From the Windows PowerShell command prompt, type Update-FsrmClassificationPropertyDefinition, and then press ENTER. 這將會同步處理檔案伺服器的網域控制站的屬性定義。This will synchronize the property definitions that are created on the domain controller to the file server.

  3. 打開檔案伺服器資源管理員。Open File Server Resource Manager. 在伺服器管理員中,按一下工具,然後按檔案伺服器資源管理員In Server Manager, click Tools, and then click File Server Resource Manager.

  4. 以滑鼠右鍵按一下(本機)檔案伺服器資源管理員,然後按一下 [設定選項Right-click File Server Resource Manager (local), and then click Configure Options.

  5. 的電子郵件通知索引標籤上,進行下列設定:On the Email Notifications tab, configure the following:

    • SMTP 伺服器名稱或 IP 位址方塊中,輸入您的網路 SMTP 伺服器的名稱。In the SMTP server name or IP address box, type the name of the SMTP server on your network.

    • 系統管理員收件者預設的方塊中,輸入應該取得通知的系統管理員的電子郵件地址。In the Default administrator recipients box, type the email address of the administrator who should get the notification.

    • 「從「電子郵件地址預設方塊中,輸入應該用來傳送通知的電子郵件地址。In the Default "From" e-mail address box, type the email address that should be used to send the notifications.

  6. 按一下[確定]Click OK.

方案指南Windows PowerShell 相當於命令 * * Windows PowerShell equivalent commands*

下列 Windows PowerShell cmdlet 執行上述程序相同的功能。The following Windows PowerShell cmdlet or cmdlets perform the same function as the preceding procedure. 輸入每個 cmdlet 上一行,,即使它們可能會出現換透過以下幾個行因為格式設定的限制。Enter each cmdlet on a single line, even though they may appear word-wrapped across several lines here because of formatting constraints.

Set-FsrmSetting -SmtpServer IP address of SMTP server -FromEmailAddress "FromEmailAddress" -AdminEmailAddress "AdministratorEmailAddress"  

步驟 3:建立檔案管理工作Step 3: Create a file management task

在此步驟,我們會使用檔案伺服器資源管理員」主控台建立檔案管理工作,將會在每個月的最後一天上執行過期的任何檔案,使用下列條件:In this step, we use the File Server Resource Manager console to create a file management task that will run on the last day of the month and expire any files with the following criteria:

  • 檔案不歸類為法律保留。The file is not classified as being on legal hold.

  • 將檔案被歸類為有長期的保留時間。The file is classified as having a long-term retention period.

  • 在過去 10 年尚未修改檔案。The file has not been modified in the last 10 years.

執行此步驟,使用 Windows PowerShellDo this step using Windows PowerShell

若要建立檔案管理工作To create a file management task

  1. 以系統管理員安全性群組成員登入該檔案伺服器。Sign in to the file server as a member of the Administrators security group.

  2. 打開檔案伺服器資源管理員。Open File Server Resource Manager. 在伺服器管理員中,按一下工具,然後按檔案伺服器資源管理員In Server Manager, click Tools, and then click File Server Resource Manager.

  3. 以滑鼠右鍵按一下檔案管理工作,然後按建立檔案管理工作Right-click File Management Tasks, and then click Create File Management Task.

  4. 一般索引標籤的任務名稱方塊中,輸入名稱的檔案管理工作,例如保留工作。On the General tab, in the Task name box, type a name for the file management task, such as Retention Task.

  5. 範圍索引標籤上,按一下 [新增,並選擇應包含在此規則,例如 D:\Finance 文件中的資料夾。On the Scope tab, click Add, and choose the folders that should be included in this rule, such as D:\Finance Documents.

  6. 動作索引標籤的輸入方塊中,按一下 [檔案到期On the Action tab, in the Type box, click File expiration. 到期 directory方塊中,輸入本機檔案伺服器過期的檔案將會移到資料夾的路徑。In the Expiration directory box, type a path to a folder on the local file server where the expired files will be moved. 此資料夾應該會有授與檔案伺服器管理員存取存取控制清單。This folder should have an access control list that grants only file server administrators access.

  7. 通知索引標籤上,按新增]On the Notification tab, click Add.

    • 選取 [傳送電子郵件下列系統管理員以核取方塊。Select the Send e-mail to the following administrators check box.

    • 選取使用者傳送電子郵件受影響的檔案以核取方塊,並再按[確定]Select the Send an email to users with affected files check box, and then click OK.

  8. 條件索引標籤上,按一下 [新增,然後新增下列屬性:On the Condition tab, click Add, and add the following properties:

    • 屬性清單中,按可搜尋性In the Property list, click Discoverability. 電信業者清單中,按等於In the Operator list, click Not equal. 清單中,按按住In the Value list, click Hold.

    • 屬性清單中,按保留期間In the Property list, click Retention Period. 電信業者清單中,按In the Operator list, click Equal. 清單中,按長期In the Value list, click Long-Term.

  9. 條件索引標籤,選取天自從上次修改檔案核取方塊,然後再將值設定為3650On the Condition tab, select the Days since file was last modified check box, and then set the value to 3650.

  10. 排程索引標籤上,按一下 [每月選項,然後選取最後一個核取方塊。On the Schedule tab, click the Monthly option, and then select the Last check box.

  11. 按一下[確定]Click OK.

方案指南Windows PowerShell 相當於命令 * * Windows PowerShell equivalent commands*

下列 Windows PowerShell cmdlet 執行上述程序相同的功能。The following Windows PowerShell cmdlet or cmdlets perform the same function as the preceding procedure. 輸入每個 cmdlet 上一行,,即使它們可能會出現換透過以下幾個行因為格式設定的限制。Enter each cmdlet on a single line, even though they may appear word-wrapped across several lines here because of formatting constraints.

$fmjexpiration = New-FSRMFmjAction -Type 'Expiration' -ExpirationFolder folder  
$fmjNotificationAction = New-FsrmFmjNotificationAction -Type Email -MailTo "[FileOwner],[AdminEmail]"  
$fmjNotification = New-FsrmFMJNotification -Days 10 -Action @($fmjNotificationAction)  
$fmjCondition1 = New-FSRMFmjCondition -Property 'Discoverability_MS' -Condition 'NotEqual' -Value "Hold" 
$fmjCondition2 = New-FSRMFmjCondition -Property 'RetentionPeriod_MS' -Condition 'Equal' -Value "Long-term"  
$fmjCondition3 = New-FSRMFmjCondition -Property 'File.DateLastAccessed' -Condition 'Equal' -Value 3650  
$date = get-date  
$schedule = New-FsrmScheduledTask -Time $date -Monthly @(-1)    
$fmj1=New-FSRMFileManagementJob -Name "Retention Task" -Namespace @('D:\Finance Documents') -Action $fmjexpiration -Schedule $schedule -Notification @($fmjNotification) -Condition @( $fmjCondition1, $fmjCondition2, $fmjCondition3)  

步驟 4:手動分類檔案Step 4: Classify a file manually

在此步驟,我們以手動方式可將法律保留檔案。In this step, we manually classify a file to be on legal hold. 上層資料夾的檔案將會被歸類長期保留期間的。The parent folder of this file will be classified with a long-term retention period.

若要手動分類檔案To manually classify a file

  1. 以系統管理員安全性群組成員登入該檔案伺服器。Sign in to the file server as a member of the Administrators security group.

  2. 瀏覽至設定中的檔案管理工作建立執行「步驟 3 範圍的資料夾。Navigate to the folder that was configured in the scope of the file management task created in Step 3.

  3. 以滑鼠右鍵按一下資料夾,然後按一下屬性Right-click the folder, and then click Properties.

  4. 分類索引標籤上,按一下 [保留期間,按一下 [長期,然後按一下[確定]On the Classification tab, click Retention Period, click Long-Term, and then click OK.

  5. 以滑鼠右鍵按一下該資料夾中的檔案,然後按一下屬性Right-click a file within that folder, and then click Properties.

  6. 分類索引標籤上,按一下 [可搜尋性,按一下 [按住,按一下套用,,然後按一下 [ [確定]On the Classification tab, click Discoverability, click Hold, click Apply, and then click OK.

  7. 使用 [檔案伺服器資源管理員」主控台執行管理工作檔案的檔案伺服器。On the file server, run the file management task by using the File Server Resource Manager console. 檔案管理工作完成之後,請資料夾,並確定檔案不移至到期 directory。After the file management task completes, check the folder and ensure the file was not moved to the expiration directory.

  8. 以滑鼠右鍵按一下該資料夾,在同一個檔案,然後按一下屬性Right-click the same file within that folder, and then click Properties.

  9. 分類索引標籤上,按一下 [可搜尋性,按一下 [不適用,按一下套用,然後按一下 [ [確定]On the Classification tab, click Discoverability, click Not Applicable, click Apply, and then click OK.

  10. 再試一次使用 [檔案伺服器資源管理員」主控台執行管理工作檔案的檔案伺服器。On the file server, run the file management task again by using the File Server Resource Manager console. 檔案管理任務完成後,請檢查資料夾,確定檔案已移至到期 directory。After the file management task completes, check the folder and ensure that file was moved to the expiration directory.

也了See also