5.2 Scan Settings - Review and Revise

Updated on Oct 20, 2022

Note:
There should be an "Scan Settings" button in each summary tile (outlined in blue) which allows the setting of any needed Project/Job level overrides (e.g. SMB security settings), as well a listing all associated Connections, and Shares/Mounts, with associated check boxes for enabling/disabling; default would have all enabled except for special directories (directories containing other listed shares, or that end with a dollar sign), as well as any share which has a "connection failure" warning --these are marked by an orange colored icon.

This process will start at the "Discovery - Discover Files and Directories located in Storage Systems" screen.

The "Discovery - Storage Systems" shows the discovered systems and their associated scan settings.

To access the "Scan Settings" perform the following process steps:

1. Click on the Scan Settings icon.

The display will expand downward to show the scan settings for the associated Storage System. In this example that is "NFS - Rack 3 - Row 1".

Hover over the Discover Scan Settings header to display the tooltip:
"Project level settings area applied to Discover Scans of all associated Storage Connections"

Discover Scan Settings

The Discover Scan Settings include:

1. SMB Version (outlined in dark blue)
2. SMB Security (outlined in green)
3. Report Formats (outlined in purple)

Editing Discover Scan Settings

Editing SMB Version

The available options for SMB projects are:

SMB 3/2.1
SMB 2.0 (Legacy)
SMB 1.0 (CIFS)

By default the SMB version of 3/2.1 is selected.

To edit the SMB Version perform the following process steps:

1. Click on the Down-Arrow to display the options in a drop-down menu (outlined in dark blue).

1. SMB 3/2.1
2. SMB 2.0 (Legacy)
3. SMB 1.0 (CIFS)

2. Click on the desired SMB version.
In this example SMB 3/2.1 is selected.

The SMB version field reflects the chosen version.

Editing SMB Security

SMB Security options are:

NTLM
Kerberos

1. Click on the desired Security Choice (NTLM in this example)

Note:
The NTLM option will be in blue (activated) and the Kerberos option becomes grey'd out (inactive).

Scan Shares

The Discovery Scan feature identifies and provides a file share count for NFS and SMB systems. There is a limit to the number of shares that can be scanned at the same time.

The "File Share Limit" defines the number of file shares that can be scanned at the same time. This value is preset at four (4) and is not changeable.

Note:
If the number of shares selected are in excess of four (4), the excess shares will be placed in a queue to be added one share at a time as shares complete, until all shares are processed.

Example:
If the the number of shares detected is 7 (see example below), the first 4 shares will be processed while the remaining 3 file shares will be placed in a queue to be processed as a share completes.

Reporting

The reporting in Discovery supports the following formats:

HTML
CSV
JSON
XML

Note:
The default reporting formats are:

HTML
CSV

Select Mountpoints

Directly below the Discover Scan Settings section of the screen is the "Discover File System Targets" section.

By default Select All Mountpoints option is selected. This is shown by all check-boxes being active.

Selecting Less Than all Mountpoints:

To define less than all mountpoints perform the following steps:

1. Click on the Select All Mountpoints check-box to de-activate the option.

This will uncheck all mountpoints.

2. Select the desired mountpoints by checking the associated check-box to the mountpoints to be selected.

In this example " /vol/bob_1G_v1" and "/vol/bob_1G_v2" will be selected.

Note:
The File Shares line will be updated to reflect that only 2 shares are now selected.

Edit Connection Settings

1. Click on the Advanced Options (Wrench) icon.

The display will expand downward to show the connection settings (outlined in green) for the associated Storage System (outlined in blue). In this example that is "NFS - BP150".

The only field that can be edited is the Label field. The Protocol and Address fields are grey'd out to show they are inactive.

Note:
If the cursor is hovered over either field the universal symbol for "NOT" is shown.

Finalizing Edit Scan Settings

To finalize and update scan settings perform the following:

1. Click on the "X" in the Scan Settings banner.

The changes will be reflected in the Storage System summaries.

Summary Tile "i" (Informational) Icons

The following are examples of the informational icons provided in the Discovery function.

Storage Connection Addresses

1. Hovering over the "i" (Informational) icon will provide the following information (outlined in blue):

System Connection (NFS-BP150)
Connection Address (172.22.14.39)

Note:
The values below are for illustrative purposes. Actual values will be depend on the Appliance configuration in use.

Discover Connections and Targets - Storage Connection Details

Notes:

"Storage Connection details" are located in the Discover File System Targets section of Scan Settings.
The values below are for illustrative purposes.
Actual values will be depend on the Appliance configuration in use.

1. Hovering over the "i" (Informational) icon associated with "NFS - BP150" will provide the following information (outlined in blue):