Create a Quota

Applies To: Windows SBS 2008

Use the Create Quota dialog box to create new quotas, which allow you to set a limit on the
space that is allowed for a volume or folder. You can create a custom quota or create a quota
from an existing template.
To create a new quota
1. Open the Microsoft File Server Resources Manager (FSRM). (To open the FSRM, click
Start, click Administrative Tools, and then click File Server Resource Manager).
2. In the navigation pane, click Quota Management, and then click Quotas.
3. In the Actions pane, click Create Quota.
For information about each of the properties in the dialog box, see the Create Quota
Properties section. When you finish, click Create to create and apply the new quota to
the specified path.
4. If you specified custom properties, the Save Custom Properties as a Template dialog
box opens. When you create a quota with custom properties, you have two options for
saving the custom properties:
1. To create a new template that you can apply to the quota that you just created and
reuse when you create future quotas: Click Save the custom properties as a
template, type a name in the Template name text box, and then click OK. You
can automatically update all quotas that are based on the template by editing that
template.
2. To create only the individual quota with custom properties: Click Save the
custom properties without creating a template, and then click OK.

Create quota properties

Item

Details
Identify the volume or folder where you
want to apply the quota properties. Type the
Quota path
path in the text box or click Browse to
browse for the quota path.
Select this option to apply the quota
Create quota on path properties to the volume or folder in the
Quota path text box.

Select this option to apply properties from

an existing quota template to existing and
new subfolders on the path of the parent
volume or folder.
Auto apply template
and create quotas on
existing and new
subfolders

Note
With an auto apply quota, you assign a
quota template to a parent volume or folder.
Quotas that are based on that template are
automatically generated and applied to the
existing subfolders and to any subfolders
that are created in the future.
Select this option to apply properties from
an existing quota template, and then choose
the quota template in the list box that you
want to derive properties from.

Derive properties
from this quota
template
(recommended)

Define custom quota

properties

Note
It is recommended that you derive quotas
from quota templates. This allows you to
edit a template and then update all or
selected quotas that are based on that
template.
Select this option if you want to define
custom properties for the quota. To set the
custom properties, click Define custom
quota properties, and then click Custom
Properties to open the Quota Properties
dialog box.
For information about the each of the
properties in the Quota Properties dialog
box, see Quota Properties in Edit Quota
Properties

Summary of quota properties

Review the summary of

properties for this quota
before you finish the
process of creating and
applying the quota to the
specified path.

Edit Quota Properties

Applies To: Windows SBS 2008
You can view and edit the quota limits and notification thresholds that are set for a volume or
folder in the Quota Properties dialog box.
To view or edit quota properties
1. Open the Microsoft File Server Resources Manager (FSRM). (To open the FSRM, click
Start, click Administrative Tools, and then click File Server Resource Manager).
2. In the navigation pane, click Quota Management, and then click Quotas.
3. In the results pane, click the quota path where you want to view or change the properties.
4. In the Actions pane, click Edit Quota Properties.
5. For information about each of the properties in the dialog box, see the Quota Properties
section. When you finish, click OK to save your changes.

Quota properties

Item

Details
Displays the name of the template in the text box if you copied the
Copy properties
properties from an existing quota template. To copy all properties from a
from quota template
quota template or to use a different quota template, select the quota
(optional)
template from the list box, and then click Copy.
Displays the path of the volume or folder where the quota is applied.
Quota path
Provides a text box for you to type the quota label.
Label (optional)
Displays the maximum allowable size of the volume or folder. To change
the limit, type a new number in the text box. The list box lists available
Limit
units that you can select for the quota (KB, MB, GB, TB).
Prohibits users from exceeding the quota limit.
Hard quota
Allows users to exceed the quota limit, but notifications are generated
Soft quota
when they do.
Summarizes notifications that are generated when usage reaches
Notification
predefined levels.
thresholds
Opens the Add Threshold dialog box to configure a new notification
threshold.
Add
For information about adding or changing the default thresholds, see Add
or Edit Notification Thresholds.
Opens the Threshold Properties dialog box and displays the properties
Edit

of the selected notification threshold.

Remove
Disable quota

For information about adding or changing the default thresholds, see Add
or Edit Notification Thresholds.
Removes the selected notification threshold.
Enables the quota if you clear the check box. If the check box is selected,
the quota is not enforced and notifications are not generated.

Applies To: Windows SBS 2008

Notification thresholds specify the quota limit, level of usage, and how notifications are
generated when usage exceeds the defined levels. Windows SBS 2008 sets the following default
notification levels:

Notification threshold warning is set to 85%.

Notifications are generated once every 24 hours, and they can be found in the daily
report.
Note
If Exchange Server is not installed, e-mail notifications are not sent.

An e-mail is automatically sent to the Network Administrator when the quota is

exceeded.

You can make changes to the default threshold notifications in the File Server Resource Manager
(FSRM). The FSRM can send e-mail messages to administrators and specific users, log an event,
run a command or a script, or generate reports.
To add or edit default threshold notifications
1. Open the Microsoft File Server Resources Manager (FSRM). (To open the FSRM, click
Start, click Administrative Tools, and then click File Server Resource Manager).
2. In the navigation pane, click Quota Management, and then click Quotas.
3. In the results pane, click the quota path where you want to view or change the properties.
4. In the Actions pane, click Edit Quota Properties.
5. For information about each of the properties in the dialog box, see the Threshold
Properties section. When you finish, click OK to save your changes.

Change Auto Apply Quota Properties

Applies To: Windows SBS 2008
You cannot modify the individual properties in the auto apply quota. To change individual quota
properties, you must first Create a Quota Template or Edit Quota Template Properties, and then
apply the new or updated quota template to the auto apply quota path. You have the option of
extending the changes to some, all, or none of the existing volume or folder quotas in the auto
apply quota path. This feature simplifies the process of updating the properties of quotas that
were derived from an auto apply quota by providing one central point where you can make all
the changes.
To change auto apply quota properties
1. Open the Microsoft File Server Resources Manager (FSRM). (To open the FSRM, click
Start, click Administrative Tools, and then click File Server Resource Manager).
2. In the navigation pane, click Quota Management, and then click Quotas.
3. In the results pane, click the auto apply quota path where you want to change the
properties.
4. In the Actions pane, click Edit Quota Properties.
5. In the Edit Auto Apply Quota dialog box, select the quota template in the Derive
properties from this quota template list that has the properties that you want to apply to
the auto apply quota path.
6. In the Summary of auto apply quota properties text box, review the auto apply quota
properties, and then click OK to save your changes.
7. On the Update Quotas Derived from Auto Apply Quota dialog box, choose how you
want to apply the changes, and then click OK.
1. If you have quotas that have been modified since they were automatically
generated, and you do not want to change them, select Apply auto apply quota
only to derived quotas that match the original auto apply quota. This option
updates only those quotas in the auto apply quota path that have not been edited
since they were automatically generated.
2. If you want to modify all existing quotas in the auto apply quota path, select
Apply auto apply quota to all derived quotas.
Note
If you choose to apply the changes to all quotas in the auto apply quota path, you
will overwrite any custom quota properties that you created.
3. If you want the existing quotas to remain unchanged but you want to apply the
modified auto apply quota to new subfolders in the auto apply quota path, select
Do not apply auto apply quota to derived quotas.

Create a Quota Template

Applies To: Windows SBS 2008
You create a new quota template in the Create Quota Template dialog box.
To create a quota template
1. Open the Microsoft File Server Resources Manager (FSRM). (To open the FSRM, click
Start, click Administrative Tools, and then click File Server Resource Manager).
2. In the navigation pane, click Quota Management, and then click Quota Templates.
3. In the Actions pane, click Create Quota Template. The Create Quota Template dialog
box opens.
4. For information about each of the properties in the dialog box, see the Create Quota
Template section. When you finish, click OK to save your changes.
Note
Use these instructions to create a quota template from an existing quota. When you click Create
Template from Quota in the Action pane, the Create Quota Template dialog box opens.

Create quota template

Item

Details
You can copy all the properties from an existing quota template, and then
Copy properties
edit the properties to create a new quota template. To copy all properties
from quota template
from a quota template, select the quota template from the list box, and
(optional)
then click Copy.
Type the name of the new quota template in this text box.
Template Name
Type a label in this text box (if you want to include a label).
Label (optional)
Type a number for the maximum allowable size of the volume or folder
in this text box. The list box lists available units that you can select for
Limit
the quota (KB, MB, GB, TB).
Prohibits users from exceeding the quota limit.
Hard quota
Allows users to exceed the quota limit, but notifications are generated
Soft quota
when they do.
Summarizes notifications that are generated when usage reaches
Notification
predefined levels.
thresholds
Opens the Add Threshold dialog box to configure a new notification
threshold.
Add

For information about adding or changing the default thresholds, see Add
or Edit Notification Thresholds.
Opens the Threshold Properties dialog box and displays the properties
of the selected notification threshold.
Edit
For information about adding or changing the default thresholds, see Add
or Edit Notification Thresholds.
Removes the selected notification threshold.

Remove

Edit Quota Template Properties

Applies To: Windows SBS 2008
You can view and edit the limits and notification thresholds for a quota template in the Quota
Template Properties dialog box.
To view or edit quota template properties
1. Open the Microsoft File Server Resources Manager (FSRM). (To open the FSRM, click
Start, click Administrative Tools, and then click File Server Resource Manager).
2. In the navigation pane, click Quota Management, and then click Quota Templates.
3. In the results pane, click the quota template where you want to view or change the
properties.
4. In the Actions pane, click Edit Template Properties.
5. For information about each of the properties in the dialog box, see the Quota Template
Properties section. When you finish, click OK to save your changes.

Quota template properties

Item

Details
Displays the name of the template in the text box if the properties were
Copy properties
copied from an existing quota template. To copy all properties from a
from quota template
quota template or to use a different quota template, select the quota
(optional)
template from the list box, and then click Copy.
Displays the name of the template that you are editing or viewing.
Template Name
Displays the quota label, if one was provided. To add or change the label,
Label (optional)
type a label name in the text box.
Displays the maximum allowable size of the volume or folder. To change
Limit

Hard quota
Soft quota
Notification
thresholds

the limit, type a new number in the text box. The list box lists available
units that you can select for the quota (KB, MB, GB, TB).
Prohibits users from exceeding the quota limit.
Allows users to exceed the quota limit, but notifications are generated
when they do.
Summarizes notifications that are generated when usage reaches
predefined levels.
Opens the Add Threshold dialog box to configure a new notification
threshold.

Add
For information about adding or changing the default thresholds, see Add
or Edit Notification Thresholds.
Opens the Threshold Properties dialog box and displays the properties
of the selected notification threshold.
Edit

Remove

For information about adding or changing the default thresholds, see Add
or Edit Notification Thresholds.
Removes the selected notification threshold.