Create a file screen

1. In File Screening Management, click the File Screens node.
2. Right-click File Screens, and click Create File Screen (or click Create File Screen in the Actions pane). This opens the Create File Screen dialog box.
3. Under File screen path, type the name of or browse to the folder that the file screen will apply to. The file screen will apply to the selected folder and all of its subfolders.
4. Under How do you want to configure file screen properties, click Define custom file screen properties, and then click Custom Properties. This opens the File Screen Properties dialog box.
5. If you want to copy the properties of an existing template to use as a base for your new file screen, select a template from the Copy properties from template drop-down list. Then click Copy.
6. Under Screening type, click the Active screening or Passive screening option. (Active screening prevents users from saving files that are members of blocked file groups, and generates notifications when users try to save unauthorized files. Passive screening sends configured notifications, but it does not prevent users from saving files.)
7. Under File groups, select each file group that you want to include in your file screen.
   If you want to view the file types a file group includes and excludes, click the file group label, and then click Edit. To create a new file group, click Create.
   Additionally, you can configure File Server Resource Manager to generate one or more notifications by setting the following options on the E-mail Message, Event Log, Command, and Report tabs.
8. If you want to generate e-mail notifications, on the E-mail Message tab, set the following options:
   • To notify administrators when a user or application attempts to save an unauthorized file, select the Send e-mail to the following administrators check box, and then enter the names of the administrative accounts that will receive the notifications. Use the format account@domain, and use semicolons to separate multiple accounts.
     
   • To send e-mail to the user who attempted to save the file, select the Send e-mail to the user who attempted to save an unauthorized file check box.
     
   • To configure the message, edit the default subject line and message body that are provided. The text that is in brackets inserts variable information about the file screen event that caused the notification. For example, the [Source Io Owner] variable inserts the name of the user who attempted to save an unauthorized file. To insert additional variables in the text, click Insert Variable.
     
   • To configure additional headers (including From, Cc, Bcc, and Reply-to), click Additional E-mail Headers.
     
9. If you want to log an error to the event log when a user tries to save an unauthorized file, on the Event Log tab, select the Send warning to event log check box. Optionally, edit the default log entry.
10. If you want to run a command or script when a user tries to save an unauthorized file:
    On the Command tab, select the Run this command or script check box. Then type the command, or click Browse to search for the location where the script is stored. You can also enter command arguments, select a working directory for the command or script, or modify the command security setting.
11. If you want to generate one or more storage reports when a user tries to save an unauthorized file:
    On the Report tab, select the Generate reports check box, and then select which reports to generate. The reports will be saved in the default location for incident reports, which you can modify in the File Server Resource Manager Options dialog box. Optionally, you can choose one or more administrative e-mail recipients for the report or e-mail the report to the user who attempted to save the file.
12. After you have selected all of the file screen properties that you want to use, click OK to close the File Screen Properties dialog box.
13. In the Create File Screen dialog box, click Create to save the file screen. This opens the Save Custom Properties as a Template dialog box.
14. To save a template that is based on these customized properties, click Save the custom properties as a template and type a name for the template. This option will apply the template to the new file screen, and you can use the template to create additional file screens in the future.
15. Click OK.