Checklist - Apply a file screen to a volume or folder

Applies to: Windows Server 2022, Windows Server 2019, 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:

  1. 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.

  2. Enable recording of file screening events in the auditing database if you plan to generate File Screening Audit reports. Configure File Screen Audit

  3. 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

  4. 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

  5. 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

  6. Create a file screen based on the template on a volume or folder. Create a File Screen

  7. Configure file screen exceptions in subfolders of the volume or folder. Create a File Screen Exception

  8. 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