Checklist: Apply a Quota 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

  1. Configure e-mail settings if you plan to send threshold notifications or storage reports by e-mail. Configure E-Mail Notifications

  2. Assess storage requirements on the volume or folder. You can use reports on the Storage Reports Management node to provide data. (For example, run a Files by Owner report on demand to identify users who use large amounts of disk space.) Generate Reports on Demand

  3. Review available pre-configured quota templates. (In Quota Management, click the Quota Templates node.) Edit Quota Template Properties
    Create a new quota template to enforce a storage policy in your organization. Create a Quota Template

  4. Create a quota based on the template on the volume or folder. Create a Quota
    Create an auto apply quota to automatically generate quotas for subfolders on the volume or folder. Create an Auto Apply Quota

  5. Schedule a report task that contains a Quota Usage report to monitor quota usage periodically. Schedule a Set of Reports


If you want to screen files on a volume or folder, see Checklist: Apply a File Screen to a Volume or Folder.