Create a File Screen

Applies to: Windows Server 2022, Windows Server 2019, Windows Server 2016, Windows Server 2012 R2, Windows Server 2012, Windows Server 2008 R2

When creating a new file screen, you can choose to save a file screen template that is based on the custom file screen properties that you define. The advantage of this is that a link is maintained between file screens and the template that is used to create them, so that in the future, changes to the template can be applied to all file screens that derive from it. This is a feature that simplifies the implementation of storage policy changes by providing one central point where you can make all updates.

To create a File Screen with custom properties

  1. In File Screening Management, click the File Screens node.

  2. Right-click File Screens, and click Create File Screen (or select Create File Screen from 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 file screen, select a template from the Copy properties from template drop-down list. Then click Copy.

    In the File Screen Properties dialog box, modify or set the following values on the Settings tab:

  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. (To select the check box for the file group, double-click the file group label.)

    If you want to view the file types that a file group includes and excludes, click the file group label, and then click Edit. To create a new file group, click Create.

  8. Additionally, you can configure File Server Resource Manager to generate one or more notifications by setting options on the E-mail Message, Event Log, Command, and Report tabs. For more information about file screen notification options, see Create a File Screen Template.

  9. After you have selected all the file screen properties that you want to use, click OK to close the File Screen Properties dialog box.

  10. 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.

  11. Select the type of custom file screen you want to create:

    • To save a template that is based on these customized properties (recommended), click Save the custom properties as a template and enter 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. This will enable you to later update the file screens automatically by updating the template.
    • If you do not want to save a template when you save the file screen, click Save the custom file screen without creating a template.
  12. Click OK.

Additional References