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How to configure a file management task

A file management task identifies a set of files given a set of criteria and performs an action on them.

Using a file management task

The file management task identifies a set of files based on a given criteria—for example, files that have not been accessed in the last 30 days—then it acts on them through a built-in action. This built-in action can be set up for many types of business scenarios, such as the removal of expired data.

For an example of this extensibility point, see Automatically uploading files from File Server to SharePoint using the File Classification Infrastructure (FCI).

Note  A file management task sample is not included in the Windows Server 2012 SDK.

For more information, see the TechNet article Create a Custom File Management Task.

Configuring a custom action

A custom action is a configuration option of a file management task that causes the task to run an operating system command line against an identified set of files that match a given criteria. The custom action could be run as a scheduled item or continuously. Any executable can be defined and stored as a custom action on the file server as part of the File Server Resource Manager (FSRM) object. Macros can also be used on the command line. FCI allows for a series of macros to be included on the command line to be executed for the custom action. You can get a full list in Windows PowerShell by running the command, get-FsrmMacroFileManagementJob.

For example, if a file is initially classified as businessImpact=LBI then manually changed to businessImpact=HBI, a rule that monitors for this change would run the custom action on the next continuous pass, which could be within a few seconds. The custom action could be any executable you have created for your business needs; for instance, one that encrypts the file then moves it to a more secure directory.

For security, executables used by custom actions must be read-only for any non-administrative users and stored in a location that is read-only for non-administrative users.



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