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Adding a New Bulk Application (CIFS Only)

To add NetApp CIFS applications in bulk, use the New Application Wizard in the admin client.

  1. Log into the File Access Manager admin client and go to Applications > New > Bulk Application.

    The New Bulk Application Wizard window displays under the Welcome tab.

  2. Select NetApp CIFS.

  3. Select Download Template and download the bulk installation Excel template.

    Each application type has a different template.

  4. Fill in a new row in the template for each application to be installed.

    In the multiple selection fields, such as Cluster Mode and Multiple FPolicy Servers, you can select valid options from the drop-down list in the Excel file.

  5. Select Save to save the template file.

  6. In the wizard, select Browse and select the template you filled out.

  7. Select Upload to upload the template.

    Once the template is uploaded, the Upload Status table contains a row for each application in the template.

  8. If there are errors displayed in the Upload Status table, correct the parameters and upload the template again.

    This stage is for validation only.

    Applications with errors will be ignored and won't be created.

  9. Select Next.

    The Permissions Collection window of the New Bulk Applications Wizard displays under the Scheduling tab.

Note

You can navigate among the Permissions Collection and Crawler scheduling windows (under the Scheduling tab) using the Next and Back buttons.

Note

A schedule is created for each application with the name: PermissionsCollection_ Task, with the same details.

Scheduling Tasks

In the next configuration screens, you can schedule tasks to collect and analyze the BRs in the connected servers. The scheduling includes:

  • Permissions Collector
  • Crawler - Automatic application crawling to find new resources
  • Data Classification - To classify your results

You can now schedule a task.

Scheduling a Task

To create a schedule:

  1. Select Create a Schedule.
  2. The system will provide a Schedule Name in the format {appName} - {type} Scheduler. Choose to keep or override this suggestion.
  3. Select a scheduling frequency from the dropdown list.

    Schedule Frequency Options
    • Run After - Create dependency of tasks. The task starts running only upon successful completion of the first task.
    • Hourly - Set the start time.
    • Daily - Set the start date and time.
    • Weekly - Set the day(s) of the week on which to run.
    • Monthly - Set the day of the month on which to run a task.
    • Quarterly - Set a monthly schedule with an interval of 3 months.
    • Half Yearly - Set a monthly schedule with an interval of 6 months.
    • Yearly - Set a monthly schedule with an interval of 12 months.
  4. Fill the Date and Time field with scheduling times. These fields differ depending upon the scheduling frequency selected.

  5. Select the Active checkbox to activate the schedule.
  6. Select Next.

Note

Refer to the Crawling chapter in the File Access Manager Administrator Guide for more information on the crawling mechanism.

Select Next and Back to navigate between the screens.

Completing the Installation

  1. After the Data Classification screen, select Next.

    Note

    The applications are created at this stage.

    The Application Creation Status window of the New Bulk Applications Wizard displays under the Status tab.

    A table lists the creation status of each application.

  2. Select Next.

    The Installation File window of the New Bulk Applications Wizard displays.

  3. Browse to select the destination for the .zip file, which contains the files required to install the Activity Monitor / Permissions Collector / Data Classification services for each application.

    A text file with the command line for remote installation of the Activity Monitor connector is also created. This file can be used for unattended installations of the Activity Monitor. Refer to Activity Monitor Bulk/Unattended Installation for further information.

  4. Select Finish.