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Douglas OuztsCondrey Consulting Corporationdouzts@condreyconsulting.com

Identity Based Storage Management

Novell File System Factory

2

The one Net vision

Novell Nsure solutions take identity management to a whole new level. Novell Nsure gives you the power to control access so you can confidently deliver the right resources to the right people — securely, efficiently, and best of all, affordably.

Novell Nsure™

Novell exteNd™

Novell Nsure™

Novell Nterprise™

Novell NgageSM

:

:

:

:

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one Net: Information without boundaries…where the right people are connected with the right information at the right time to make the right decisions.

The one Net vision

Novell exteNd™

Novell Nsure™

Novell Nterprise™

Novell NgageSM

:

:

:

:

4

Agenda

• Introduction to Condrey Consulting Corporation • Identity Based Storage Management

• File System Factory Overview • File System Factory Technical Components

• IUAdmin - Web Based Access and Management • AuditLogin – Who’s Accessing Storage• TrustFun – File Rights & Trustee Analysis• Live Demo• Q&A

5

Condrey Consulting CorporationCompany Overview

• David Condrey – Owner and CEO

• US Software Engineering Corporation based in Greenville, SC

• Customers in 33 countries representing Commercial, Fortune 1000, State & Federal Government, Military, Healthcare, Higher-Ed and K12

• Well known and respected by customers, especially in the academic market

• Well known at Novell – Model Partner

• Invested in the future of Novell

6

Condrey Consulting Products Overview

• Novell File System Factory™ – Novell Nsure - Novell Price List• Identity Based Storage Management• Ties Provisioning to the NetWare OS – Event Driven and Policy Based• Lifecycle Content and Data Management

• IUAdmin™ • Policy Based Personal and Collaborative Storage Access

– Integrates with File System Factory™ – Integrates with exteNd Portal, Virtual Office and iChain

• Web Based Access to Personal and Group Content• Web Based Help Desk Administration • Web Based User Self-Service and Password Reset

• AuditLogin™ and TrustFun• Who’s Accessing Storage and What Rights Do They Have?

- Login/Logout - Date, Time,Workstation- Trend Reports and Graphs- File and Directory Rights Analysis

7

File System Factory Education Customers

• University of Kentucky – 43,000 users

• Northern Illinois University – 67,000 users

• Minnesota State Colleges & Universities – 93,000 users

• Charleston County Schools, SC – 42,000 users

• University of Georgia – 60,000 users

• Embry Riddle University – 12,000 users

• Hemet School District, Los Angeles

• Grand Rapids Community College

• Savannah Chatham County Schools, Georgia

• Douglas County Schools, Georgia

• Newton County Schools, Georgia

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More File System Education Customers

•Northwestern Michigan University

•Old Dominion University

•Madison Area Technical College

•Waukesha County Technical College

•Blackhawk PA School District

•Marysville Village Schools

•Spearfish School District

•Maine Township High School District

•Waubonsee Community College

•Western Illinois Univeristy

•Escondido Union High School District

•Sutton Public Schools

•Escondido Union High School District•Sutton Public Schools•Ramaz School•Augsburg College •Southwestern Community District No. 9•Le Moyne College•Macon County R-1 •Grant MacEwan College•Clemson University•Community Consolidated School District – Illinois

•Ramaz School•Augsburg College

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Sample of Education Customers Leveraging

File System Factory, IUAdmin and AuditLogin

Identity Based Storage Management

11

The Challenge

Do you give all your users home directories?• If you do, how do you manage the disk space?• Do you evenly distribute the disk space? Criteria?• How do you manage growth?

If you do give your users home directories, how do you clean them up? How extensible is it?

Do you give ALL your groups of users collaborative storage space?

• Business: All working groups?• Education: All sections of all classes?• Do you evenly distribute the disk space?• How do you manage growth? Cleanup?

12

Creating and ManagingeDirectory® Objects

DatafileDatafileLDIFApp

LDAP UIMPORT Custom or3rd Party

eDirectoryPS IDM

File System FactoryPhilosophy and Mission

14

A New Philosophy

…and be done with it.

Point your tree…

…at your disk…

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Mission #1

Automatic disk space for ALL Users!

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Mission #2

Automatic disk space for EACH Work Group!

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Solution

Yeah, we can do that…

We

and most importantly…

create it,

manage it,

clean it up!

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Solution

All you have to do is create the objects…

…any way

…we’ll handle the rest!

you want…

What is File System Factory?

20

FSF

NetWare

NetWare

Identity-Based Storage Management

eDirectory

BorderManager

ZENworks for

Desktops

NetMail

Identity MgrPeopleSoft

Identity MgrAD

ActiveDirector

y

LINUX

Peoplesoft

• Policy Based, Event-Driven

• Control it with ZENworks® like policies.

• Load balancing

• Storage creation• Storage management• Storage cleanup

• Personal user storage• Group storage

Driver Driver

Driver

21

Novell File System Factory Overview

Automatic NetWare® storage which provides access from Windows, Mac, UNIX, and the Web.

Relieves disk management headaches.

All Namespaces

Traditional and Novell Storage Services™ (NSS) supported

Built on procedures proven in “real world” environments.

Load balancing.

Automated policy based data Migration between servers

Cleanup (everybody’s pain point) is now automated based on policy.

Executive and Administrative Dashboard

Employee Data Manager (Workflow)

Web Based Quota Manager

Web Based File System Rights Analysis

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File System FactoryStorage Management based on Policy and Events

eDirectory

Policy

ManageProvision

Events

LDAP

ConsoleOne

NWAdmin

Custom/3rd

iManager

Identity Mgr

ConsoleOne

NWAdmin

Custom/3rd

iManager

LDAP

UIMPORT

LDIF

DirXML 1.x

FileSyste

mFactory

You Create and Manage objects any way you want, FSF will handle the file system.

Move tomodern provisioning technology without worrying about file storage.

Use multiple account provisioning methodsconcurrently without worrying about file storage.

Move to newer tools and let policy govern storage management instead of helpdesk or local admins.

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File System Factory for:

Microsoft

Active Directory

Linux

Coming up Next

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FSF

NetWare

NetWare

Provision and De-Provision Storage for Netware, Active Directory and Linux

eDirectory

BorderManager

ZENworks for

Desktops

NetMail

Identity MgrPeopleSoft

Identity MgrAD

ActiveDirector

y

LINUX

PeopleSoft Driver

Driver

FSF

Methodology

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FSF Methodology

Target File

Systems

SERV1/VOL1:Procedures

Digital Air

Work New York Atlanta

Algorithm: Random BalanceRights: RWCEMFAQuota: 150 MBTemplate: SERV1/VOL1:ProceduresDelWait: 90 Days

150MB

Copy

BSmith

BSmith

RWCEMFA

Policy

BJones

BJones

New workflow component allows employee’s manager to review, reassign, or vault user data prior to deletion.

•Create•Rename•Delete

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Policy Assignment & Data Migration

BSmith 25MB

Jefferson

Employee Students Other

Sunshine Elem Lincoln Middle Riverside High

Policy

Policy

Policy

BSmith

BSmith

BSmith 50MB

• Seamless

• Fault-tolerant

• Safe

Scheduler – 9:00PM

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Northern Illinois UniversityData Migration - Backfill

NIU

Faculty Students Other

Policy

BSmith

RJones

KJackson

RCroom

DWyatt

RJones

KJackson

BSmith

RCroom

DWyattBSmith

RCroom DWyatt

RJones

KJackson

Admin issues Backfill with “Enforce Policy Paths” option, which will move data.

Pentium Pro 200’s –

67,672 Users

Pentium Pro 200’s –

0 Users

NCS

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Data Migration Scheduling

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Policy Assignmentscan be made via:

File System Factory Web Interface

LDAP

Nsure Identity Manager

NDK Application

CN=BSmith

Surname=Smith

StudentID=123456789

cccFSFactoryPolicy=Riverside.Schools.Jefferson

Collaborative Storage

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Why is this Important?

Sharing data and working together is what networks are all about.

Yet in most environments, managing shared disk storage is the most manual process in the shop.

• This means it’s resource intensive.

• This means it is not managed in a timely manner.

• This means that many times collaborative storage just does not happen.

Why do we have this network again?

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Policy Definitions

DeleteWait

Template

Rights

Quota

Paths

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DeleteWait

Template

Policy Definitions

Rights

Quota

Paths

DeleteWait

Template

Rights

Quota

Paths

cccFSFactoryHomedir Home Directory

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Business FSF Group Policy Example

Target File

Systems

SERV1/VOL1:ProjectFiles

ACME

Projects Engineering Sales

Algorithm: Random BalanceRights: TemplateQuota: 500 MBTemplate: SERV1/VOL1:ProjectFilesDelWait: Never

150MB

Copy

ATL-BLDG-1

ATL-BLDG-1

Policy

Assign Policy to Projects Container

Automatically Create Project Storage and Assign Policies

Copy Project Files from Template

Create Project Group

Object

36

Education Group Policy Example

Target File

Systems

SERV1/VOL1:Courses

Jefferson

Courses Employee Student

Algorithm: Random BalanceRights: noneQuota: 500 MBTemplate: SERV1/VOL1:CoursesDelWait: 90 Days

150MB

Copy

SPAN340-001

SPAN340-001

Policy

Assign Policy to Courses Container

Automatically Create Group Storage and Assign Policies

Copy Course Files for Each Student from Template

Create Course Group

Object

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Group Policy TemplatesConfiguration StepsSPAN340-001.MS.COURSES.STATEU

Create eDir

Objects

Assign Rights to Directories

Create Template

Create Group Object

Assign Members & Owners to the Group

Create FSF Group Policy Using the FSF Management

Interface

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Group Policy Templates

JSmith.Students.STATEU

MRoberts.Students.STATEU

NFrost.Students.STATEU

PJones.Students.STATEU

RBrooks.Students.STATEU

SSmith.Students.STATEU

STimms.Students.STATEU

TJones.Students.STATEU

TSmythe.Students.STATEU

WClark.Students.STATEU

ABelcher.Staff.STATEU

KAlesanto.Staff.STATEU

Members Owners

Assign Students as Members and Instructors as Owners

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Group Policy Templates

File System Factory Automatically Provisions Storage for Students and Instructors

Universal Resource Access(URAccess)

41

Where’s my stuff?

Users need an easy way to find their storage …even if you need to move it.

Personal Storage and Group Storage.

Map a Drive? There’s only so many letters in the alphabet.

Login Script Management is a headache for group storage.

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URAccess

End-User tool for dynamically building personalized access links to storage.

Leverages Home_Directory user attribute for personal storage.

Leverages cccFSFactoryHomedir group attribute for shared storage.

Creates a local set of UNC paths and description presented to the user in a Windows UI.

Like App-Launcher for ZENworks, except provides access to storage.

List can be refreshed at any time.

Supports multiple tree connections.

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URAccess

BOB.USERS.ACME

EVERYONE.ENGR.ACME

*requires IUAdmin™

NWCCGetAllConnRefInfo()

Home Directory

SecEqual

CLUST1/USERVOL6:USERS\BOB

EVERYONE.ENGR.ACME

BIG PROJECT.ENGR.ACME

MANAGERS.ENGR.ACME

SMALL PROJECT.ENGR.ACME

cccFSFactoryHomedir

cccResource*

SERV6/GVOL:ENGR\EVERYONE

http://www.IEEE.com

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URAccess

Executive and Admin Dashboards

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Executive Storage DashboardStorage Trends on User and Group

Policies

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Administrative Storage Dashboard

Storage Health Check

https://your.server.name.or.ip.address:8009/FSF/HTTP_FSFExecutiveDashboard.

Event Statistics

Web Based Quota Manager

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Web Based Quota Manager Policy Configuration

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Quota Manager – Help Desk Interface

https://your.server.name.or.ip.address:8009/FSF/HTTP_FSFQuotaMgr

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Quota Manager – Help Desk Interface

Green = space available > 25% of quota

Yellow = space available < 25% of quota Red = space available < 10% of quota

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Quota Manager – Help Desk Interface

File System Rights Analysis

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File System Rights Analysis

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Rights Analysis

OWNERS

MEMBERS

Employee Data ManagerWorkflow

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Novell eGuide Manager

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Policy Configuration

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Employee Data Manager Interface

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FSF

NetWare

NetWare

Identity Based Storage Management

eDirectory

BorderManager

ZENworks for

Desktops

NetMail

Identity MgrPeopleSoft

Identity MgrAD

ActiveDirector

y

LINUX

PeopleSoft Driver

Driver

FSF

Technical Overview

62

What are the requirements?

Any Novell supported version of NDS® or eDirectory (6.xx, 7.xx, 8.xx, 85.xx, 8.6.x, 8.7.x)

NetWare 5.1 SP6 or laterNetWare 6.0 SP4 or laterNetWare 6.5 or later

NetWare 4.x SP9 or laterNetWare 5.0 SP6a or laterNetWare 5.1 SP6 or laterNetWare 6.0 SP4 or laterNetWare 6.5 or later

NetWare 6.0 SP4 or laterNetWare 6.5 or later

NDS/eDir

FSF_Event

FSF_Engine

63

Global Event Subsystemand Transaction Tracking

FSF_Engine

Event DB

A B C

FSF_Event

FSF_Event

FSF_Event

64

The State Machine Architecture

DS is replicated.

Servers go down for maintenance or other reasons.

Routers die.

Fiber is dug up on occasion.

“Neither rain, nor snow, nor sleet, nor gloom

of delayed DS synchronization shall stay

this system from the swift (or eventual)

completion of its appointed tasks…”

…That’s real life.

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The State Machine Architecture

Server R2

SALES.ACME

Server R3

SALES.ACME

+RWEMFA

Event:AddUser

Server R1

SALES.ACME

FSF-EVENT

Server E

FSF-ENGINE

Server Z

66

Actions and StatesAdd User

#define FSF_ACTION_NEW_USER 4000

#define FSF_ACTION_NEW_USER_STATUS_WAIT_TO_SEE 4010

#define FSF_ACTION_NEW_USER_STATUS_WAIT_FOR_POLICY 4013

#define FSF_ACTION_NEW_USER_STATUS_GET_POLICY 4016

#define FSF_ACTION_NEW_USER_STATUS_WAIT_FOR_PATHS 4018

#define FSF_ACTION_NEW_USER_STATUS_PICK_LOCATION 4020

#define FSF_ACTION_NEW_USER_STATUS_NO_PATHS 4021

#define FSF_ACTION_NEW_USER_STATUS_CREATE_DIRECTORY 4030

#define FSF_ACTION_NEW_USER_STATUS_SET_OWNER 4035

#define FSF_ACTION_NEW_USER_STATUS_APPLY_TRUSTEE 4040

#define FSF_ACTION_NEW_USER_STATUS_SET_QUOTA 4050

#define FSF_ACTION_NEW_USER_STATUS_COPY_TEMPLATE 4060

#define FSF_ACTION_NEW_USER_STATUS_SET_HOMEDIR_ATTRIBUTE 4070

#define FSF_ACTION_NEW_USER_STATUS_SET_MESSAGE_SERVER_ATTRIBUTE 4075

#define FSF_ACTION_NEW_USER_STATUS_USER_EXIT 4080

#define FSF_ACTION_NEW_USER_STATUS_NORMAL 4090

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State and the Process Queue

Server E

FSF-ENGINE

Transaction #

Event Type

Status State

FDN

ObjectCreated

EventTriggered

TargetPath

ObjectDeleted

Server R1 Server R2

FSF-EVENT FSF-EVENT

Internet User Administrator

IUAdmin™

Web Based Access and Management

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IUAdmin™• Web Based Access to Netware Personal Home Directory Storage

Managed by File System Factory Policies

• Web Based Access to Collaborative Group Storage Based on

File System Factory Policies

• Integrate with Novell Extend Portal, Netware 6.5 Virtual

Office Portal and Novell iChain• User Self Service

• Self-Service Password Reset• Let Users Optionally fix their own problems

• Help Desk Administration• Location and Departmental based Help Desk • Help Desk Group Management• User Help Indicators Identify Account Problems

Intruder Lockout Grace Logins

Login Disabled

Account Expired

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IUAdmin™ -Web Based Access & Management

User Self Service

(each can be

disabled)Personal

And Group Storage Access

Help Desk

(these options are not seen by

the end user

interface – only the admin

interface.)

Managed By File System

Factory Events & Policies

PersonalStorage

Group Storage

71

IUAdmin Help Desk

72

IUAdmin™ Architecture

IUAdminCore

Architecture

User SelfService

HelpDesk

FileSystem

Mgt

ResourceMgt

AuditLogin Trustfun

File SystemAccess

Other products provideManagement Paks that plug in

to the architecture.

FileSystemFactory

ePortfolio

• Built on top of Novell’s HTTPSTK..no Built on top of Novell’s HTTPSTK..no webserver to install or configure.webserver to install or configure.

• SSL connections for security.SSL connections for security.

• Contextless Login.Contextless Login.

• No schema extensions. However No schema extensions. However optional extensions are provided optional extensions are provided for increased functionality.for increased functionality.

• Runs on Netware 5.1 or above with Runs on Netware 5.1 or above with any version of eDirectory.any version of eDirectory.

AuditLogin™

TrustFun™

Security - Audit Access & Rights Analysis

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AuditLogin™

• Audits all objects in tree in a single operation • No configuring multiple containers.

• Logs are automatically cleaned up based on user parameters• Logs from all servers are consolidated into a single set of

comprehensive files. • Log files are simple text files that can be easily searched or

imported into other programs for trends analysis. • 5 minute installation. • Self-Maintaining based on user options. • Multiple log formats supported. • Remote server configuration from Windows workstation.• Graphing subsystem that supports multiple servers

concurrently on a single graph.

Currently Installed in

33 Countries

75

AuditLogin Graph

76

AuditLogin - Log File Report

77

TrustFun - Rights & Trustee AnalysisWin32 Application

78

TrustFun Report

79

Trustee Assignment Detail

80

Tying it all together

ZENWorks™

GroupWise®

NetMail

Novell iChain

IUAdmin™

AuditLogin™

eDirectory™

File System Factory™

Identity Based Storage Management

Home Directory Management Group Storage Management Web Based Quota Management File Rights & Trustee Analysis

Exec and Admin Storage

Dashboards Employee Data Manager

(Workflow)

User

AuditLogin Report & Graph

User

UIMPORT LDAP IDM Console One

User

Employees

Web Based File Storage AccessHelp Desk Self Service Password Reset

82

DEMO• File System Factory Initial Installation• Review of Management Interface• Backfill Existing Users - Create a User Policy • Move Users to new location – Move Files• Rename User • Delete User – Clean Up Files• Group & Course Policies – Business & Education Example • Rights and Trustee Analysis• URAccess – Access to Group Storage – No Drive Mappings• Quota Manager Interface• Executive Dashboard Interface• IUAdmin – Web Based Access and Management

83

For More Information• Visit www.novell.com/products/filesystemfactory

• Visit www.filesystemfactory.com

• Discuss on the FSF forum at http://support.novell.com/forums/

• Send product questions/suggestions to FSFDev@novell.com

• Visit www.condreyconsulting.com

• Talk to your Local Account Team or Business Partner Rep

• 50% Off Promotion for VLA, CLA and MLA Customers

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