PerfectDisk 10 User Guide
Transcription
PerfectDisk 10 User Guide
PerfectDisk 10 User Guide Table of Contents Welcome to PerfectDisk 10! ......................................................................................................................... 1 What’s New in PerfectDisk 10? ..................................................................................................................... 3 Listing What’s New and Different ............................................................................................................. 3 Purchasing PerfectDisk ................................................................................................................................. 5 Purchasing PerfectDisk 10......................................................................................................................... 5 How Many PerfectDisk 10 Licenses Do I Need?........................................................................................ 6 Contact Raxco Software ............................................................................................................................ 6 Help on Help ................................................................................................................................................. 7 Help on Help ............................................................................................................................................. 7 Help’s Primary Job Is to Do Just That ........................................................................................................ 9 Installing PerfectDisk................................................................................................................................... 11 Installing PerfectDisk 10 .......................................................................................................................... 11 Installing PerfectDisk 10 Professional or Home Versions ....................................................................... 11 Installing PerfectDisk 10 Professional or Home Versions ................................................................... 11 Location to Save Files .......................................................................................................................... 11 InstallShield Wizard Welcome ............................................................................................................ 12 PerfectDisk License Agreement .......................................................................................................... 13 Destination Folder............................................................................................................................... 14 Ready to Install the Program .............................................................................................................. 15 Installing PerfectDisk 10 ...................................................................................................................... 16 InstallShield Wizard Completed .......................................................................................................... 17 Check for Updates ............................................................................................................................... 17 Installing PerfectDisk for Windows Home Server ................................................................................... 18 Installing PerfectDisk for Windows Server.............................................................................................. 21 iii PerfectDisk 10 User Guide Installing PerfectDisk 10 for VMWare ..................................................................................................... 27 Installing PerfectDisk 10 Virtual Enterprise Edition ................................................................................ 33 Uninstalling PerfectDisk 10 ..................................................................................................................... 40 Uninstalling PerfectDisk 10 from your Windows Home Server .............................................................. 41 Re-installing or Upgrading PerfectDisk ................................................................................................... 43 Repairing PerfectDisk .............................................................................................................................. 44 Entering License Key post-installation .................................................................................................... 45 PerfectDisk 10 Welcome Wizard Screens ................................................................................................... 47 PerfectDisk 10 Welcome Wizard Screens ............................................................................................... 47 Welcome Screen One (trial vs. licensed version) .................................................................................... 47 Welcome Screen Two: Configure PerfectDisk and external storage ...................................................... 48 Welcome Screen Three: Schedule .......................................................................................................... 49 Welcome Screen Four: Selected Features and Benefits ......................................................................... 50 PerfectDisk 10 Defragmentation ................................................................................................................ 51 PerfectDisk 10 Defragmentation ............................................................................................................ 51 Differentiating OS-level from application-level fragmentation .............................................................. 52 Understanding the Defragmentation Tab ............................................................................................... 52 Defragmentation fundamentals ............................................................................................................. 53 Best PerfectDisk 10 Defragmentation Practices ..................................................................................... 55 A Defragmentation Primer ...................................................................................................................... 56 A Defragmentation Primer .................................................................................................................. 56 Why Defragment Files? ....................................................................................................................... 56 Why Consolidate Free Space? ............................................................................................................. 57 Online and Offline Defragmentation .................................................................................................. 58 PerfectDisk’s Defragmentation Algorithms ............................................................................................ 58 iv Table of Contents PerfectDisk’s Defragmentation Algorithms ........................................................................................ 58 PerfectDisk SMARTPlacement ............................................................................................................ 59 Consolidate Free Space ....................................................................................................................... 59 Defrag Only ......................................................................................................................................... 59 File-by-File (“Selected Files”) Defragmentation.................................................................................. 60 Choosing a Defragmentation Method .................................................................................................... 60 Managing and Monitoring Defragmentation in PerfectDisk .................................................................. 61 Managing and Monitoring Defragmentation in PerfectDisk 10 ......................................................... 61 The Defragmentation Drive Pane ....................................................................................................... 61 Using the Drive Pane in PerfectDisk.................................................................................................... 63 Defragmentation Statistics Tab........................................................................................................... 63 Summary ............................................................................................................................................. 64 File ....................................................................................................................................................... 66 Most Fragmented Files ....................................................................................................................... 66 Excluded Files ...................................................................................................................................... 67 File Types............................................................................................................................................. 67 Performance Chart .............................................................................................................................. 68 Free Space Chart ................................................................................................................................. 68 Analyzing Disk Drives .............................................................................................................................. 69 Analyzing Disk Drives .......................................................................................................................... 69 Reading a Disk Map ............................................................................................................................. 71 Defragmenting Selected Files ................................................................................................................. 72 Working with System Files ...................................................................................................................... 74 Working with System Files .................................................................................................................. 74 Defragmenting System Files on a System (OS) Disk............................................................................ 75 v PerfectDisk 10 User Guide Defragmenting System Files on Locked Disk ...................................................................................... 76 Boot Time Defragmentation ............................................................................................................... 77 When Boot Time Defragmentation Fails ............................................................................................ 78 Best Practices for Boot Time/Offline Defragmentation ...................................................................... 82 Defragmenting Drives on a Windows Home Server ............................................................................... 82 Drive Properties Controls ............................................................................................................................ 85 Drive Properties Controls ........................................................................................................................ 85 Online Defragmentation Settings ........................................................................................................... 85 Offline Defragmentation ......................................................................................................................... 87 Excluded Files .......................................................................................................................................... 88 Drive Info................................................................................................................................................. 90 PerfectDisk Settings .................................................................................................................................... 91 PerfectDisk Settings ................................................................................................................................ 91 General .................................................................................................................................................... 92 Log Settings ............................................................................................................................................. 93 Auto Update ............................................................................................................................................ 94 Power Options ........................................................................................................................................ 96 AutoPilot Schedule .................................................................................................................................. 97 Removable Storage ................................................................................................................................. 98 System Resource Priority ........................................................................................................................ 99 File Types............................................................................................................................................... 101 Duplicate Search Settings ..................................................................................................................... 102 PerfectDisk Log View................................................................................................................................. 105 PerfectDisk Log View ............................................................................................................................. 105 Log View Window ................................................................................................................................. 105 vi Table of Contents Log View Best Practices......................................................................................................................... 107 Scheduling Defragmentation .................................................................................................................... 109 Scheduling Defragmentation ................................................................................................................ 109 What is PerfectDisk Scheduling?........................................................................................................... 109 PerfectDisk Schedule Types .................................................................................................................. 109 PerfectDisk AutoPilot Schedule Options ............................................................................................... 111 Creating a Schedule .............................................................................................................................. 112 Creating a Schedule .......................................................................................................................... 112 Creating a One-Time Schedule.......................................................................................................... 113 Creating a Daily Schedule.................................................................................................................. 118 Creating a Weekly Schedule ............................................................................................................. 123 Creating a Screen Saver Schedule ..................................................................................................... 129 Creating a StealthPatrol Schedule .................................................................................................... 133 Creating an Exchange One Time schedule ........................................................................................ 137 Creating an Exchange Weekly Schedule ........................................................................................... 140 Creating a VMware One Time schedule ........................................................................................... 142 Creating a VMware Weekly schedule ............................................................................................... 143 Creating a Schedule from a Template............................................................................................... 145 Saving a Schedule Template ................................................................................................................. 147 Running a Schedule ............................................................................................................................... 149 Scheduling Defragmentation on a Remote Computer ......................................................................... 150 Editing a Schedule ................................................................................................................................. 151 Renaming a Schedule ............................................................................................................................ 154 Disabling a Schedule ............................................................................................................................. 155 Enabling a Schedule .............................................................................................................................. 156 vii PerfectDisk 10 User Guide Deleting a Schedule............................................................................................................................... 157 Configuring a Schedule to Run Under Special Conditions .................................................................... 158 Configuring a Schedule to Run Under Special Conditions ................................................................ 158 Configuring Defragmentation for when the Computer is Turned Off .............................................. 158 Configuring Defragmentation for when the Computer is Hibernating ............................................. 160 How does StealthPatrol know when my computer is idle? .................................................................. 161 How do I monitor resource usage to customize StealthPatrol idle thresholds for a specific environment?........................................................................................................................................ 162 Using Space Management ........................................................................................................................ 167 Using Space Management .................................................................................................................... 167 The Space Management tab ................................................................................................................. 167 Using Recycler ....................................................................................................................................... 169 Using Recycler ................................................................................................................................... 169 Navigating the Recycler .................................................................................................................... 170 Starting Recycler ............................................................................................................................... 171 Stopping Recycler.............................................................................................................................. 173 Viewing Recycler results and statistics ............................................................................................. 173 Using Duplicates Finder ........................................................................................................................ 175 Using Duplicates Finder .................................................................................................................... 175 Navigating the Duplicates Finder ...................................................................................................... 176 Starting Duplicates Finder ................................................................................................................. 180 Stopping Duplicates Finder ............................................................................................................... 182 Viewing Duplicates Finder results ..................................................................................................... 182 Deleting duplicates cautiously .......................................................................................................... 184 Using Space Explorer............................................................................................................................. 184 Using Space Explorer......................................................................................................................... 184 viii Table of Contents Navigating the Space Explorer .......................................................................................................... 185 Starting Space Explorer ..................................................................................................................... 187 Stopping Space Explorer ................................................................................................................... 187 Expanding a Folder from the Graph in Space Explorer ..................................................................... 188 Exploring a Folder in Windows Explorer from the Radial Column Graph ......................................... 189 Opening and deleting files in Space Explorer ................................................................................... 191 Using Space Reports.............................................................................................................................. 192 Using Space Reports.......................................................................................................................... 192 Navigating the Space Reports ........................................................................................................... 193 Starting Space Reports ...................................................................................................................... 196 Stopping Space Reports .................................................................................................................... 197 Viewing Space Reports results .......................................................................................................... 198 Working with PerfectDisk 10 on Servers .................................................................................................. 201 Working with PerfectDisk 10 on Servers .............................................................................................. 201 Configuring PerfectDisk 10 on Server ................................................................................................... 201 Best Practices for PerfectDisk on Server Scheduling ............................................................................ 202 Special Server Scenarios ....................................................................................................................... 204 Special Server Scenarios ................................................................................................................... 204 Backup Servers .................................................................................................................................. 205 File Servers ........................................................................................................................................ 205 Media Servers ................................................................................................................................... 205 Print Servers ...................................................................................................................................... 205 SQL Servers ....................................................................................................................................... 206 Web Servers ...................................................................................................................................... 206 Overview: Using PerfectDisk 10 with Active Directory ............................................................................. 207 ix PerfectDisk 10 User Guide Overview: Using PerfectDisk 10 with Active Directory ......................................................................... 207 Related Topics: ...................................................................................................................................... 207 Installing PerfectDisk 10 Using Active Directory ................................................................................... 207 Installing PerfectDisk 10 Using Active Directory ............................................................................... 207 Related Topics: .................................................................................................................................. 208 Benefits of Managing PerfectDisk with Active Directory ...................................................................... 208 Benefits of Managing PerfectDisk with Active Directory .................................................................. 208 Related Topics ................................................................................................................................... 209 Patching PerfectDisk Using Active Directory Group Policy ................................................................... 209 Configuring PerfectDisk Using Active Directory Group Policy .............................................................. 210 Configuring PerfectDisk Using Active Directory Group Policy .......................................................... 210 Configuring PerfectDisk Policies at the Computer and User Levels.................................................. 210 Computer Settings ............................................................................................................................ 214 User Settings ..................................................................................................................................... 218 Related Topics ................................................................................................................................... 219 Deploying PerfectDisk Using Active Directory Group Policy ................................................................. 219 Deploying PerfectDisk Using Active Directory Group Policy ............................................................. 220 Manage PerfectDisk Using Active Directory Users and Computers.................................................. 220 Related Topics ................................................................................................................................... 228 Manage PerfectDisk Using Active Directory Group Policy Management (GPOs) from the Microsoft Group Policy Management Console ................................................................................................. 228 Related Topics ................................................................................................................................... 237 Using PerfectDisk for Exchange ................................................................................................................ 239 Using PerfectDisk for Exchange ............................................................................................................ 239 PerfectDisk for Exchange overview....................................................................................................... 239 The PerfectDisk Exchange tab ............................................................................................................... 240 x Table of Contents Configuring PerfectDisk for Exchange ................................................................................................... 241 Configuring PerfectDisk for Exchange ............................................................................................... 241 Specify the backup directory ............................................................................................................ 243 Specify the working directory ........................................................................................................... 245 Using a remote share for Exchange defragmentation ...................................................................... 247 Configuring PerfectDisk for Exchange in virtual environments ........................................................ 248 Defragmenting an Exchange data store................................................................................................ 248 Defragmenting an Exchange data store............................................................................................ 248 Preconditions for defragmenting Exchange data stores .................................................................. 249 Starting Exchange data store defragmentation ................................................................................ 250 Stopping Exchange data store defragmentation .............................................................................. 251 Viewing details of Exchange defragmentation ................................................................................. 251 Viewing Exchange defragmentation statistics .................................................................................. 252 Scheduling PerfectDisk for Exchange .................................................................................................... 253 Scheduling PerfectDisk for Exchange ................................................................................................ 253 Creating an Exchange defragmentation schedule ............................................................................ 254 Editing an Exchange defragmentation schedule............................................................................... 254 Deleting an Exchange defragmentation schedule ............................................................................ 256 Renaming an Exchange defragmentation schedule ......................................................................... 257 Enabling an Exchange defragmentation schedule ............................................................................ 258 Disabling an Exchange defragmentation schedule ........................................................................... 259 PerfectDisk for Exchange Frequently Asked Questions ........................................................................ 260 PerfectDisk for Exchange Frequently Asked Questions .................................................................... 260 How long does it take to defragment an Exchange data store? ....................................................... 260 How much free space is required to defragment an Exchange data store?..................................... 260 xi PerfectDisk 10 User Guide How often should I defragment an Exchange data store? ............................................................... 261 What versions of Exchange Server does PerfectDisk support? ........................................................ 261 Troubleshooting PerfectDisk for Exchange ........................................................................................... 261 Troubleshooting PerfectDisk for Exchange ....................................................................................... 261 What is a CallBackNotResolved error? ............................................................................................. 262 What is a jet error message? ............................................................................................................ 262 PerfectDisk for Virtual Computing ............................................................................................................ 265 PerfectDisk for Virtual Computing ........................................................................................................ 265 Defragmenting virtual computer drives overview ................................................................................ 265 Defragmenting virtual computer drives overview ............................................................................ 265 Restoring virtual machine performance ........................................................................................... 266 Virtual Servers (Windows Host OS)................................................................................................... 266 The Virtual Computer tab (PerfectDisk for VMware only) ................................................................... 267 The Virtual Computer tab (PerfectDisk for VMware only) ............................................................... 267 Virtual Computer Control Bar ........................................................................................................... 269 Virtual Computer Available Virtual Guest List .................................................................................. 270 Virtual Computer Available Virtual Host List .................................................................................... 271 The Active Directory tab (PerfectDisk Virtual Enterprise Edition only) ................................................ 272 The Active Directory tab (PerfectDisk Virtual Enterprise Edition only) ............................................ 272 Changing virtual settings ................................................................................................................... 273 Defragmenting virtual computer drives ............................................................................................... 275 Defragmenting virtual computer drives ........................................................................................... 275 Adding a virtual guest to the Available Virtual Guest List ................................................................ 275 Starting virtual computer defragmentation ..................................................................................... 276 Stopping virtual computer defragmentation .................................................................................... 277 xii Table of Contents Shrinking virtual computer drives ..................................................................................................... 278 Viewing virtual computer defragmentation results ......................................................................... 280 Running PerfectDisk 10 from the Command Line..................................................................................... 281 Running PerfectDisk 10 from the Command Line ................................................................................. 281 PDCmd.exe Is Your PerfectDisk CLI Tool ............................................................................................... 282 PDCmd.exe Command Reference ......................................................................................................... 282 PDCmd.exe Command Line Examples .................................................................................................. 283 PDCmd.exe Command Line Examples .............................................................................................. 283 Status ................................................................................................................................................ 283 Analyze and /Stat-analyze................................................................................................................. 284 /Dol, /Analyze, and /Stat-analyze ..................................................................................................... 284 /Id file identifier lookup .................................................................................................................... 285 /Help ................................................................................................................................................. 286 PerfectDisk Network Operation ................................................................................................................ 287 PerfectDisk Network Operation ............................................................................................................ 287 PerfectDisk Network and Stand-alone modes ...................................................................................... 287 Configuring Windows Firewall for Remote Connectivity ...................................................................... 288 Running defragmentation on a remote computer ............................................................................... 288 Running Defragmentation from the Command Line ............................................................................ 291 Scheduling defragmentation on a remote computer ........................................................................... 291 Product Resources .................................................................................................................................... 293 Product Resources ................................................................................................................................ 293 Links on the Left .................................................................................................................................... 293 Defragmentation Statistics to the Right ............................................................................................... 293 Certifications Below .............................................................................................................................. 294 xiii PerfectDisk 10 User Guide Index.......................................................................................................................................................... 295 xiv Welcome to PerfectDisk 10! The Industry Standard in Disk Defragmentation Congratulations! You have selected PerfectDisk 10®, the fastest and most complete disk defragmenter available. PerfectDisk ensures that your Windows 2008, Vista, Windows Server 2003, Windows XP, Windows 2000, and Windows Home Server systems maintain the best possible performance. PerfectDisk solutions for virtual environments such as Hyper-V, Microsoft Virtual PC and Virtual Server, VMware ESX Server, VMware Server, and VMware Workstation are also available. PerfectDisk’s patented SMARTPlacement™ defragmentation technology provides fast, efficient, and complete defragmentation of even your largest drives with minimal system resource usage. System utilization based defragmentation regimes such as StealthPatrol™ and Screen Saver (part of our AutoPilot Scheduling™) keep your systems optimized whenever they’re not in use. Advanced space management tools and techniques, including Space Explorer™, help you make best use of your storage space, along with Space Restoration Technology™ to provide single-pass free space consolidation, and Free Space Management to recapture wasted disk space. PerfectDisk’s Enterprise Console provides powerful and scalable network deployment, management, scheduling, and reporting for all PerfectDisk products across your organization’s networks. As a Certified for Windows application, PerfectDisk maintains your system performance according to Microsoft’s highest standards for safety and reliability. 1 What’s New in PerfectDisk 10? Listing What’s New and Different Here’s a quick peek at the additions, changes, and enhancements making their debut in PerfectDisk 10: • • • • • • • • • Improved User Interface Greater contrast on progress bars and drive map provide a better visual experience. Faster drive analysis and defragmentation We’ve made improvements that result in up to 30% faster analyze and defragmentation passes. New ability to Pause and Resume defragmentation passes You can temporarily pause PerfectDisk to run an application like a game or burn a dvd and then resume defragmentation without PerfectDisk having to re-analyze the drive. StealthPatrol supports automatic CPU/Disk threshold adjustment This setting allows StealthPatrol to run when system activity keeps StealthPatrol from running for an extended period of time. PerfectDisk is now virtualization aware Exclusive New Feature!! (PerfectDisk Virtual Enterprise only). PerfectDisk Enterprise is the first centrally manageable defragmentation program that is both aware of its virtual existence and able to adjust its resource consumption behavior dynamically with respect to physical host resource loads. PerfectDisk running in a virtual guest environment can communicate with its virtual host (Microsoft Hyper-V, Microsoft Virtual Server, VMware ESX) to determine host CPU and disk resource usage, and to limit guest defragmentation operations so as not to impact other guests or overload the host server. PerfectDisk for VMware adds scheduling of virtual machine optimizations Scheduled operations also include the ability to shut down a running virtual machine prior to performing optimization and restart that virtual machine when optimization completes. PerfectDisk for Exchange enhanced to allow bulk configuration The latest version now supports global redirection for temporary and working Exchange store locations. Sites that employ large numbers of data stores will benefit from more efficient and effective configuration. New Fragmentation/Free Space Recovered cumulative counters PerfectDisk now displays the number of files defragmented and the amount of free space recovered since it was installed. Enhanced integration between different automated and manual defragmentation methods StealthPatrol and Screen Saver defrag methods no longer prevent manual, command line, or defined schedule defragmentation passes from running. 3 PerfectDisk 10 User Guide • • • • 4 Enhanced self-diagnostics Built-in program analysis and diagnosis features can detect and repair the most common issues that users are likely to encounter when installing, configuring, or using PerfectDisk. These include diagnosis and repair or replacement of PerfectDisk registry keys and key program files. Enhanced Space Management Users can quickly analyze and visualize file type space distribution, when files were created, oldest files, biggest files, and most defragmented files. It’s also easy to find where files are located on a disk. Enhanced Command Line capabilities Users can analyze and obtain statistics directly from the PerfectDisk command line, especially helpful for automated, batch reporting systems or for tie-ins to enterprise management consoles. Pause PerfectDisk You can now pause PerfectDisk during defragmentation. There is no limit to how long a pause can last, though the Drive Map could grow stale and require refreshing to include newly fragmented files upon resumption (otherwise they will be skipped). Purchasing PerfectDisk Purchasing PerfectDisk 10 The following table gives you information about PerfectDisk versions available for various computing platforms and usage scenarios. Use this information to help you decide which version(s) of PerfectDisk you need. You can also contact Raxco Software for additional assistance, if needed. If you have Consider these versions Windows Server PerfectDisk 10 Server 2008/2003/2000 Windows 7 Vista/XP/2000 PerfectDisk 10 Professional or PerfectDisk 10 Home Professional version is for office/professional use, Home for use at home and doesn’t include all features found in PerfectDisk Professional. Windows Home Server Windows Vista/XP 2000 running VMWare Workstation PerfectDisk 10 for Windows Home Server PerfectDisk 10 for VMware combines the power of PerfectDisk 10 with additional functionality for a VMware Workstation environment to help you automatically boost VMware performance and reclaim VMware disk space. PerfectDisk 10 for VMware goes beyond basic disk defragmentation by automatically defragmenting virtual disk drives, improves VMware host performance by re indexing virtual disk drives, and reclaims unused space by shrinking virtual disk drives and defragments host disk drives. or Windows Server 2008/2003/2000 running VMWare Server PerfectDisk 10 Professional PerfectDisk 10 for VMware combines the power of PerfectDisk 10 with additional functionality for your VMware Server environment to help you automatically boost VMware performance and reclaim VMware disk space. PerfectDisk 10 for VMware goes beyond basic disk defragmentation by automatically defragmenting virtual disk drives, improves VMware host performance by re indexing virtual disk drives, and reclaims unused space by shrinking virtual disk drives and defragments host disk drives. or PerfectDisk 10 Server Windows guests running in PerfectDisk 10 Virtual Enterprise Edition PerfectDisk 10 Virtual Enterprise is the first centrally manageable defragmentation program that is both a virtual environment, aware of its virtual existence and able to adjust its resource consumption behavior dynamically with including Hyper-V, ESX, or respect to physical host resource loads. PerfectDisk 10 Virtual Enterprise running in a virtual guest environment can communicate with its virtual host (Microsoft Hyper-V, Microsoft Virtual Server, Virtual Server VMware ESX or other Windows based host) to determine host CPU and disk resource usage, and will dynamically adjust defragmentation activity in order to not impact other guests or overload the host server. or PerfectDisk 10 Professional (workstation guests) PerfectDisk 10 Server (server guests) Microsoft Exchange Server PerfectDisk 10 for Exchange combines the power of PerfectDisk 10 Server with additional functionality for your Exchange Server 2007/2003/2000/5.5 environment. PerfectDisk 10 for Exchange automates the compaction/defragmentation of Microsoft Exchange data stores. or PerfectDisk 10 Server 5 PerfectDisk 10 User Guide How Many PerfectDisk 10 Licenses Do I Need? The terms of the PerfectDisk 10 license require one license per machine upon which PerfectDisk remains installed, outside the 30-day trial period. For two machines, including notebook or laptop PCs, two copies are required. Also, if you are using VMWare or VMWare ESX Server, or Microsoft Virtual PC/Server, and you wish to defragment within individual virtual machines, each VM also requires its own PerfectDisk license. Please contact Raxco Software for answers to any licensing questions you may have. Contact Raxco Software To contact Raxco Software Sales with questions about any of our products, please try any of the following: 6 • Telephone: Toll-free: 1-800-546-9728 Corporate Sales: 1-301-527-0803 • Fax: 1-301-519-7711 • E-mail: [email protected] • Technical Support www.perfectdisk.com/support • Re seller information Search for “Re seller List” at www.perfectdisk.com Vendors not on the Raxco re seller list can purchase PerfectDisk 10 copies from Ingram Micro. • Volume and Educational Discounts For volume or educational pricing, please contact Raxco directly or through one of its re sellers to request a quote customized to meet your needs. Help on Help Help on Help We’ve tried to construct these Help files to make them as usable as possible, with informative titles and generous support for search terms. As you look for information inside this Help system, you will find that we’ve integrated troubleshooting tips and best practices for program use into our coverage of the major program divisions that PerfectDisk 10 itself presents to its users. As you go looking for help about PerfectDisk specifics, please pay attention to the following elements of the program’s user interface: • Major program tabs: these appear as folder tabs right below the program window’s title bar, next to the PerfectDisk 10 logo symbol (shown below, along with some illustrative tabs). Tab headings include entries that read Defragmentation, AutoPilot Scheduling, Space Management, Active Directory, VMWare, Exchange, and Product Resources. Any and all of these tab headings provide entry points into our Help system as well as into the program itself. • Window Titles: Whenever PerfectDisk 10 opens a window, that window has a title that appears in white text on a dark blue background. If you search on window title text in the help files to locate information, you will nearly always find something useful that way. The next graphic shows the title that appears on all of PerfectDisk 10’s welcome screens, which appear by default after installation whenever you start the program until you click the “Do not show this wizard again” check box at the bottom left of each such window. This title appears on all of the PerfectDisk 10 Welcome Screens, and when you click the Guided Tour icon in the Product Resources tab. • Command Bar titles: Each program tab in PerfectDisk 10 has its command bar layout and contents. You can use the text that labels icons and other content within any given command bar to search for help on related features and functions. Here’s a set of screenshots for the most common command bar elements, with active tab information to let you see what’s what: 7 PerfectDisk 10 User Guide The Defragmentation tab displays this command bar The Autopilot Scheduling tab displays this command bar (Existing Schedule icons light up only after you define one). The Space Management tab displays this command bar The Active Directory tab displays a very simple command bar The Program Resources tab displays this command bar 8 Help on Help Please note that View Log and PerfectDisk Settings appear in nearly every command bar. The preceding screenshots show Virtual Settings instead, because they were generated from an instance of PerfectDisk 10 Virtual Enterprise Edition. • Proprietary terms: Whenever you see unique PerfectDisk terms, such as SMARTPlacement, StealthPatrol, Space Restoration Technology, Selected Files Defrag, Free Space Management, and so forth, it’s easy to find out more about them by following links through the Product Resources or by searching on those terms inside Help. In general, most three to five word phrases that don’t include articles will generally work pretty well when searching for information. Help’s Primary Job Is to Do Just That We want you to find these help files to be informative and useful, and for them to explain how PerfectDisk works and behaves. If you have questions the help file doesn’t address, please let us know. If you have suggestions for additional topics, added coverage, better explanations or language, or ideas on how we can improve on our help system, we’d really like to hear from you. You can visit the Support pages at www.PerfectDisk.com/support/ and use the “Contact Support” link to share any or all of your input with us. We promise to read everything carefully, and to let your input guide us when the time comes for revisions, corrections, and enhancements to these pages. 9 Installing PerfectDisk Installing PerfectDisk 10 In the vast majority of cases, installing PerfectDisk simply means running the install executable file and following the prompts through to completion. Nevertheless, we will walk you through this process so you can see here what you should see on your computer screen when installing the software. As when installing most Windows programs, you should log into an account with administrative privileges to successfully install PerfectDisk 10 on your PC. If you login to the named Administrator account, other users won’t see a PerfectDisk 10 entry on their program menus. If other users need to run this program, we recommend navigating into C:\Program Files\Raxco\PerfectDisk10 (or wherever the program resides) and then pinning the PerfectDisk.exe file to the Start menu. If you’re running Vista or Windows Server 2008, you will also have to grant permission when presented with a UAC prompt asking if it’s OK to run the PerfectDisk installer program. Installing PerfectDisk 10 Professional or Home Versions Installing PerfectDisk 10 Professional or Home Versions Because most users will install either Home or Professional versions of the PerfectDisk software, we present that install sequence first. Because PerfectDisk 10 Home is a subset of PerfectDisk 10 Professional, both programs share an identical installation sequence, except that Home users must enter a valid Home license key to register their software, whereas Professional users must instead enter a valid Professional license key to register their software. Location to Save Files During the install process, the first PerfectDisk 10 screen that you will see is a request to supply a folder where you’ll save the PerfectDisk 10 install files. By default this is C:\Program Files\Raxco\PerfectDisk10Install. Unless you have a compelling reason to change this, you can simply click the Next button to proceed further. If you do wish to change the file location, click the Change button and you’ll see a prompt to supply a different directory specification for the target. 11 PerfectDisk 10 User Guide Next, the installer will inform you that it’s extracting files. The PerfectDisk 10 installer executable is actually self-extracting ZIP files. During this process, they’re actually extracting and expanding the compressed installer files for both 32- and 64-bit OS versions to the target directories on your hard disk. InstallShield Wizard Welcome The next screen you see occurs after the self-extractor turns over control to the real PerfectDisk installer program known as InstallShield. This produces the InstallShield Wizard welcome screen. 12 Installing PerfectDisk This simply tells you that the formal installation process is now underway, so you’ll click the Next button at the lower right to proceed to the next activity. PerfectDisk License Agreement The next screen presents Raxco Software Inc.’s licensing agreement for use of the software. You’ll need to click the radio button next to “I accept the terms in the license agreement” to continue forward with the installation process. You can review the entire agreement by scrolling inside the frame inside which it appears, or use the Print button beneath that frame to produce hard copy on your printer. 13 PerfectDisk 10 User Guide Destination Folder The next step is to review the installer’s default choice for the target directory for the actual program files, C:\Program Files\Raxco\PerfectDisk10. As earlier in the process, you can click the Change button to override this default election, but in most cases that should not be necessary. You can also click the check box to the left of “Install a desktop icon” if you want a shortcut to the PerfectDisk.exe executable to appear on your desktop. 14 Installing PerfectDisk Ready to Install the Program The next step provides you with the opportunity to use the Back buttons on the installer windows to return to earlier screens and change your installation settings. Once you click the Install button at the lower right of the screen, however, those choices will govern PerfectDisk’s install location. 15 PerfectDisk 10 User Guide Installing PerfectDisk 10 Next, the Installer informs you that it’s actively installing PerfectDisk 10. The Status bar will show varying levels of green to indicate progress with a variety of tasks along the way, such as copying files, adding or updating registry keys, and so forth. This screen will remain visible as the installer works its way through the entire PerfectDisk installation process, unless you click the Cancel button to abort the install process. In that case, it will terminate the installation process, clean up the files already copied to your hard disk, and reset any registry changes or remove any registry additions it had made. 16 Installing PerfectDisk InstallShield Wizard Completed Next, the program informs you that PerfectDisk installation has completely successfully. You can click the Finish button to exit this wizard, and conclude the installation process. Please note that the check box next to “Check for updates” is checked by default, so the program will immediately proceed to perform that check as soon as you click the Finish button. Check for Updates PerfectDisk Auto Update opens a small status window to let you know it’s checking for updates. 17 PerfectDisk 10 User Guide In most cases you’ll see a report window pop up on top of the Auto Update window that reads “You are currently running the latest version of PerfectDisk 10 Professional;” if there are updates available, you’ll get status information that indicates updates are being downloaded and installed. This concludes the installation process for PerfectDisk10. There are some aspects of the program that appear the first time you run it (and for so long as you do not instruct the Welcome Wizard to turn itself off). Read more about this in the next section, entitled “PerfectDisk 10 Welcome Wizard Screens.” Installing PerfectDisk for Windows Home Server When you download or otherwise obtain a copy of the PerfectDisk 10 installer file named PD10_WHS.exe, run that file on a Windows machine on the same network segment where your Windows Home Server resides. By default this unpacks the contents of this self-installing ZIP file to a directory named Program Files\Raxco\PerfectDisk10Install. If the machine upon which you will run this program already has PerfectDisk 10 installed, you may want to retarget this operation to a different directory, such as Program Files\WHS, in which case the unzip operation unpacks its files into Program Files\WHS\PerfectDisk10Install, which produces a file layout like this: 18 Installing PerfectDisk 1. On a home computer, right-click the Windows Home Server tray icon, and then click Shared Folders. 2. In Shared Folders, double-click the Software folder. 3. Double-click the Add-Ins folder. 4. Copy the PerfectDisk_x86.msi to the Add-Ins folder. If you are installing from a downloaded package, the PerfectDisk_x86.msi should have been extracted to: C:\Program Files\Raxco\PerfectDisk10Install\PerfectDisk10_Home_Server\PerfectDisk_x 86.msi o If you are installing from a CD, the PerfectDisk_x86.msi is on the CD in the PerfectDisk10_Home_Server folder. o 5. Close the Add-Ins folder. 6. Right-click the Windows Home Server tray icon, and then click Windows Home Server Console. 19 PerfectDisk 10 User Guide 7. Type the Windows Home Server password, and then click Next. 8. Click Settings on the console. 9. On Windows Home Server Settings, click Add-ins. 10. Click the Available tab. 11. Select PerfectDisk 10 for Windows Home Server, and click Install to install the Add-in. 20 Installing PerfectDisk 12. Click OK on the Installation succeeded dialog box to restart the console. 13. Reconnect to the console. The PerfectDisk 10 console tab now appears on the console. Please note that PerfectDisk 10 for Windows Home Server looks and behaves just like PerfectDisk 10 Professional on a Windows Home Server system. In fact, it even requests a PerfectDisk 10 Professional license key when you elect to register this software. Despite those appearances, the PerfectDisk 10 executable in the PerfectDisk10_Home_Server directory will run only on a WHS machine. In every other respect, it works just like PerfectDisk 10 Professional, except that you will use a WHS Plug-in inside the Windows Home Server Console application to operate the program from a network client machine. See Defragmenting Drives on Windows Home Server, Scheduling Tasks on Windows Home Server, and Space Management on Windows Home Server for more information on how to use these tools on a WHS machine. Installing PerfectDisk for Windows Server When you download or otherwise obtain a copy of the PerfectDisk 10 installer file named PD10_SVR.exe, run that file on a Windows machine from which you can connect to the target Windows Server machine. By default this unpacks the contents of this self-installing ZIP file to a directory named %ProgramFiles%\Raxco\PerfectDisk10Install. If you’ve already installed PerfectDisk 10 on the machine where you will run this program, you may want to retarget this operation to a different directory, such as %ProgramFiles%\SVR, in which case the unzip operation unpacks its files into %ProgramFiles%\SVR\PerfectDisk10Install, which produces a file layout like the one shown here: 21 PerfectDisk 10 User Guide To install PerfectDisk10 for Windows Server, you must copy the x86 directory for 32-bit systems, or x64 for 64-bit systems (an Itanium version of PerfectDisk 10 for Windows Server is not available) to your server (we recommend it go into %ProgramFiles%\Raxco\PerfectDisk10Install\). From either of those directories, you will then execute the PerfectDisk_xnn.msi file, where nn matches your system type, to begin the Windows Server installation process. This starts the usual PerfectDisk10 installation sequence. The InstallShield Wizard displays its welcome screen to let you know that installation is underway. 22 Installing PerfectDisk Click the Next Button to start the installation process, and you’ll see the License Agreement screen: 23 PerfectDisk 10 User Guide Click the radio button next to “I accept the terms…” and you’ll be able to click the Next button to proceed (feel free to use the Print button to print a copy of the agreement for your records). Click Next to get to the Destination folder screen, where you assign a target directory for the installation to use. You can click the Change button to change the target from the default directory shown in the preceding screenshot. Click the check box next to “Install a desktop icon” to place a shortcut to the PerfectDisk 10 Server on the server’s desktop. Click Back to return to the preceding screen, or Next to move on to the succeeding one, which asks you to confirm that all installation settings are correct before starting the actual installation process. 24 Installing PerfectDisk To install the program, click the Install button; otherwise, click Back to return to any prior screen if you want to review or change one or more settings. Once you click Install you won’t be able to make any other changes to the installation settings. During the installation process, the Windows Installer displays a status screen that reports on installation activities currently underway: 25 PerfectDisk 10 User Guide As the installer works it will report about copying files, updating the registry, and so forth. When this process completes, you’ll see a screen like this: 26 Installing PerfectDisk By default, the check box marked “Check for updates…” is selected so that the program will immediately go onto the Internet to check for updates as soon as you click the Finish button at the bottom of the screen. This concludes the actual installation process, but in most cases you’ll see the following windows appear next on your screen: If the program does discover any updates on the PerfectDisk server, it will download and install them for you automatically at this time. When you run PerfectDisk 10 Server for the first time, if you’ve downloaded and installed a trial version, it will remind you of its trial status, and request a license key. Either way, you will have a chance to scroll through the welcome screens, where the program will identify the current platform as a server. Also, you can elect to include external USB or Firewire drives, and do likewise for USB Flash Drives, confirm that no defrag jobs are currently scheduled, and obtain pointers to additional information and documentation online. The Welcome screens can be turned off any time, by clicking the check box next to “Do not show this wizard again” on the initial welcome screen; otherwise they appear automatically each time you launch the program. Installing PerfectDisk 10 for VMWare When you download or otherwise obtain a copy of the PerfectDisk 10 installer file named PD10_VM.exe, execute that file on a Windows machine from which you can connect to the target directory on a VMWare platform. By default this unpacks the contents of this self-installing ZIP file to a directory named %ProgramFiles%\Raxco\PerfectDisk10Install. If you have already installed PerfectDisk 10 on the machine where you’re running the installation program, you may want to retarget this operation to a different directory, such as %ProgramFiles%\VM, in which case the unzip operation unpacks its files into %ProgramFiles%\VM\PerfectDisk10Install, which produces a file layout like the one shown here: 27 PerfectDisk 10 User Guide Here again, you’ll find 32-bit versions in the x86 directory, and 64-bit versions in the x64 directory. Copy whichever directory matches the host OS running on the VMWare machine where you want to install the software to the target machine. To begin the installation process, run the file named PerfectDisk_xnn.msi (where nn equals 86 for 32-bit machines, and 64 for 64-bit platforms) to begin the installation process. This launches the Windows Installer, which in turn produces its first installation screen: 28 Installing PerfectDisk This display lets you know the installation process is ready to begin; click the Next button to get things underway: Here, you must click the radio button next to “I accept the terms…” to continue with installation. Only when you’ve agreed to the license, will the Next button become clickable (feel free to use the Print button on this screen to obtain a hardcopy for your records). When you click the Next button, a new screen appears: 29 PerfectDisk 10 User Guide This is where you can use the Change button to select a folder different from the PerfectDisk 10 default of %ProgramFiles%\Raxco\PerfectDisk10. Click the check box next to “Install a desktop icon” to place a shortcut to the application on the virtual host’s desktop. Click Back to return to the preceding screen, or Next to move onto the succeeding one, which requests that you confirm installation settings before actual installation gets underway: 30 Installing PerfectDisk To install the program, click the Install button; otherwise, click Back to return to any prior screen where you might wish to confirm or change settings. Once you click Install you won’t be able to make changes to the installation settings. During the installation process, the Windows Installer displays a status screen to report on activities currently underway: 31 PerfectDisk 10 User Guide As the installer works it will report about copying files, updating the registry, and so forth. When this process completes, you’ll see a screen like this: By default, the check box marked “Check for updates…” is selected so that the program will immediately go onto the Internet to check for updates as soon as you click the Finish button at the bottom of the screen. This concludes the actual installation process, but in most cases you’ll see the following messages appear next on your screen: 32 Installing PerfectDisk When you run PerfectDisk 10 for VMWare for the first time, if you’ve downloaded and installed a trial version, it will remind you of its trial status, and request a license key. Either way, you’ll have a chance to scroll through the welcome screens for this program, where the first such screen looks like this: The program will identify the current platform as a workstation or a server, depending on the platform upon which PerfectDisk 10 for VMWare is running (you can reset this selection if you like). Also, you can elect to include external USB or Firewire drives, and do likewise for USB Flash Drives, confirm that no defrag jobs are currently scheduled, and obtain pointers to additional information and documentation online. The Welcome screens can be turned off any time by clicking the check box that reads “Do not show this wizard again” on the initial welcome screen; otherwise they appear each time you start PerfectDisk 10. Installing PerfectDisk 10 Virtual Enterprise Edition As with other PerfectDisk install files, the preferred approach is to run the self-extracting installer file named PD10_VE.exe on the virtual machine host computer. Otherwise, you can extract the files, then copy either the x86 (for 32-bit environments) or x64 (for 64-bit environments) directory to the target host. After you execute the PerfectDisk_xnn.msi file (where nn is 86 for 32-bit, and 64 for 64-bit computers), the Windows Installer takes over and displays this welcome screen: 33 PerfectDisk 10 User Guide Click Next to begin the installation process. You’ll first see the PerfectDisk 10 licensing screen, where you must click the radio button next to “I agree to the terms…” to proceed further with the install. 34 Installing PerfectDisk After you accept the licensing terms, click the Next button to see the Destination Folder screen, where you can click the Change button to specify a target directory for the program files, or simply accept the program’s default location of %ProgramFiles%\Raxco\PerfectDisk10\. Click the check box next to “Install a desktop icon” to place a shortcut to PerfectDisk 10 on the target machine’s desktop. Click Next to go on to the next screen, which asks you to confirm your installation settings. You can use the Back button to back up as far as you’d like to review and change your settings, or click Install to fire off the installation procedure on the target machine. 35 PerfectDisk 10 User Guide Once you click the Install button, you must wait for the install process to finish. As the installer is busy copying files, establishing settings, writing registry values, and so forth, you’ll see a status screen that looks like this: 36 Installing PerfectDisk When the installer finished its work, a completion screen will appear to let you know its job is done. By default the check box next to “Check for updates…” is checked so when you click Finish on the final installer screen, the software goes off to check the Raxco site for updates. In most cases you’ll see a screen just like the next one that follows, but if and when the update check discovers pending updates, it will report on status as those updates are installed. 37 PerfectDisk 10 User Guide Once you click OK, the desktop clears. To run PerfectDisk 10 Virtual Enterprise Edition, you must launch the program manually. The first time it is run (and until you instruct the Welcome Wizard to turn itself off), you’ll see a series of welcome screens after the program starts up. This includes the initial welcome screen, which announces itself as PerfectDisk 10 Virtual Edition, and recites key features and functions that this program delivers. Click Next to see the subsequent welcome screen, which asks you to identify how PerfectDisk should handle CPU, disk I/O throttling, and StealthPatrol scheduling when it runs inside a virtual machine. You can indicate that the program is running on a physical computer (a VM host, in most cases), a VM on a Hyper-V or Virtual Server Microsoft host, a VM on an ESX server, or a VM on an ESX server where Virtual Center is used to monitor VM activities. In the image below, we provide information necessary to test a connection to the host machine for a virtual computer running on a Windows 2008 Server with Hyper-V. 38 Installing PerfectDisk Click the Test Connection button to make sure the parameters you supply actually work. When you’re finished with this screen, click Next to advance to the next PerfectDisk Virtual Edition welcome screen, which sets up a StealthPatrol schedule by default so that PerfectDisk will run whenever the machine has been idle for more than 5 minutes, at least once every five days. 39 PerfectDisk 10 User Guide At this point, you can click Finish to close out the welcome screens, or click Next to see the list of key features and functions for PerfectDisk10 Virtual Edition once more. Uninstalling PerfectDisk 10 You can use Windows Add/Remove Programs (XP, Server 2003, and older versions) or Programs and Features (Vista or Server 2008) Control Panel items, or take advantage of third party uninstall tools, to remove all traces of the older PerfectDisk version from your PC before installing a new version. To begin this process, right click on the PerfectDisk entry in the relevant Control Panel item, and select Uninstall from the resulting pop-up menu. When the InstallShield Installer opens, you may be prompted to Update, Repair, or Remove the installation; select Remove to continue. The uninstaller will then remove the program from your PC. When the uninstaller is finished, you should also look for the following folders, and delete them if they remain present: 40 • %ProgramFiles%\Raxco • %ProgramFiles%\PerfectDiskxxxx Installing PerfectDisk %ProgramFiles%\Raxco\PerfectDiskxxxxInstall The xxxx value that appears in the preceding folder names might be 2008 for the previous version of PerfectDisk, or 10 for the current version. • Uninstalling PerfectDisk 10 from your Windows Home Server • Right-click the Windows Home Server tray icon, and then click Windows Home Server Console. • Type the Windows Home Server password, and then click Next. • Click Settings on the console. • On Windows Home Server Settings, click Add-ins. • Click the Installed tab. • Select PerfectDisk 10 for Windows Home Server, and click Uninstall to uninstall the Add-in. 41 PerfectDisk 10 User Guide • Click OK on the Uninstallation succeeded dialog box to restart the console. • Reconnect to the console. The PerfectDisk 10 console tab should be removed from the Console. In rare instances, the removal of the PerfectDisk Home Server Console add-in may require a restart of your Windows Home Server. If a reboot is required, you will be prompted to restart now or at a later time. On restart of your Windows Home Server, the PerfectDisk Home Server console add-in will be sucessfully removed. 42 Installing PerfectDisk Re-installing or Upgrading PerfectDisk When you upgrade PerfectDisk across major versions (for example from PerfectDisk 2008 to PerfectDisk 10), it’s best to prepare for the new version by uninstalling the old one. Because PerfectDisk 10 installation is built using the Windows Installer, the safest way to uninstall the program is to use Windows own Control Panel based uninstall utilities (Add/Remove Programs for Windows XP, Windows Server 2003 and related Windows Home Server versions, and older Windows versions; Programs and Features for Windows Vista and Windows Server 2008) for that task. Simply right-click your version of PerfectDisk in the proper utility, and an Uninstall option will appear in the resulting pop-up menu. 43 PerfectDisk 10 User Guide If you encounter any problems with installing a new version of PerfectDisk or uninstalling an older version, please contact Raxco Technical Support for assistance. Repairing PerfectDisk If you use your Windows tool ((Add/Remove Programs for Windows XP, Windows Server 2003 and related Windows Home Server versions, and older Windows versions; Programs and Features for Windows Vista and Windows Server 2008) to select a PerfectDisk installation, as shown in the preceding screenshot, another option labeled “Change” appears in that menu. If you select that option, the PerfectDisk installer starts up. The next screen that appears includes a Repair option that will fix most common installation issues, as well as issues related to file corruption for PerfectDisk 10 executable and support files. Use this option first if you encounter problems during a PerfectDisk installation or receive error messages that refer to file corruption. 44 Installing PerfectDisk Again, if you encounter any problems with installing a new version of PerfectDisk or uninstalling an older version, please contact Raxco Technical Support for assistance. Please note: if you attempt to install PerfectDisk 10 on a machine where you already have another version of PerfectDisk installed, a screen much like the preceding one (except for whichever version of PerfectDisk is already present on your machine) will appear. If you like, you can click the Remove button here to remove this previous version as you’re installing a newer one: once the previous uninstall completes, you can repeat the installation of a newer or different PerfectDisk version (as when upgrading from PerfectDisk 10 Home to PerfectDisk 10 Professional). Entering License Key post-installation If you decide not to enter a PerfectDisk 10 license key during the installation process, or obtain a license key after installing the software, you can enter that key through the License and Updates area in the PerfectDisk Product Resources pane. There, trial versions will include License and Updates information that looks like this: 45 PerfectDisk 10 User Guide You can click the Get Full License button to open a Web browser window into the Raxco store, where you can purchase a full license. When you obtain a license key, click the Enter License Key button to open a license key entry window like this: You can simply cut and paste the 20-digit license key for PerfectDisk 10 into the text box, dashes and all. The control is smart enough to ignore invalid characters and will happily digest the key in that format. After pasting or entering it into the text box, click Apply. If you have properly entered a valid key, the Licenses and Updates area in the Control Bar will change to look like this: 46 PerfectDisk 10 Welcome Wizard Screens PerfectDisk 10 Welcome Wizard Screens The first time you run PerfectDisk 10 after installation, and as long as you leave the “Do not show the wizard again” check box inside the Welcome to PerfectDisk screens unchecked, you will see a sequence of welcome screens each time you start up this program. Because you can download free, 30-day trial versions of PerfectDisk10 and license them at any time, behavior and appearance differs slightly between the free trial and licensed versions. We’ll point out these differences as we work our way through these screens, and discuss how trial status impacts the PerfectDisk Settings screens as well. Welcome Screen One (trial vs. licensed version) When you start up the trial version of PerfectDisk, the initial welcome screen indicates the number of days left in your 30-day trial period. It also reports total files defragmented and free space reclaimed, and provides an entry box into which you can enter a valid license key. If you elect to purchase a license, you can click the Get License Key button; if you elect to continue the free trial, you can click Continue Trial. 47 PerfectDisk 10 User Guide Once you have a licensed copy of PerfectDisk, you see something different: the trial information, key entry, and status information are all missing from the bottom of the PerfectDisk Welcome window. Both screens share a common description of the program, and include pointers to in-depth discussions online for key program features. To get to the next welcome screen, click the Next button. However, to jump straight into the program, click either Finish or Cancel. Welcome Screen Two: Configure PerfectDisk and external storage On the next welcome screen, you can designate your PC as either a notebook or laptop PC (the first option), or as a workstation desktop computer (second option) to configure PerfectDisk behavior on the spot. On the other hand, you can choose the third option and defer configuration until later by working with the PerfectDisk Drive Properties and PerfectDisk Settings controls in the Options area on the Control Bar. 48 PerfectDisk 10 Welcome Wizard Screens Be default, PerfectDisk chooses the Workstation desktop computer option when you first run this wizard. On licensed copies, if you change this setting, the program remembers and maintains such settings; on the trial version, the program reverts to the default setting each time you start it up again. The check boxes at the bottom of this screen permit you to view and defragment external USB and Firewire drives with PerfectDisk, and to defragment Flash drives as well. Just check the appropriate check boxes to instruct PerfectDisk how to behave. Most such external devices will work fine with PerfectDisk, but will work best with write caching disabled. See our discussion in the Removable Storage Section of the PerfectDisk Settings help files for more information on working with removable storage devices. To get to the next welcome screen, click the Next button. However, to jump straight into the program, click either Finish or Cancel. To return to the previous welcome screen, click the Back button. Welcome Screen Three: Schedule In its third Welcome screen, PerfectDisk enables you to schedule defragmentation activity. By default, PerfectDisk10 establishes automatic defragmentation through a StealthPatrol schedule. Basically, this means that any time the PC qualifies as idle for five minutes or longer (and there are settings specific to 49 PerfectDisk 10 User Guide StealthPatrol behavior in the PerfectDisk Settings AutoPilot Schedule screen), PerfectDisk will begin defragmenting selected disks for so long as the machine continues to remain idle thereafter. If you click the radio button “When Windows screen saver starts,” you’ve elected the Screen Saver defragmentation schedule, which means that any time the Windows Screen Saver kicks in on a machine, PerfectDisk also begins defragmenting selected drives. If you click the “Configure it later using PerfectDisk AutoPilot” a Manual schedule applies by default, which means PerfectDisk will wait for user action to start any defragmentation behavior. To get to the next welcome screen, click the Next button. However, to jump straight into the program, click either Finish or Cancel. To return to the previous welcome screen, click the Back button. Welcome Screen Four: Selected Features and Benefits Welcome screen four repeats a list of selected key features for PerfectDisk 10, with online links to enable interested users to learn more about them. You can also search on these same topics here in the help files for additional discussion or information about them. 50 PerfectDisk 10 Defragmentation PerfectDisk 10 Defragmentation As a computer repeatedly uses a disk drive, and writes and reads more files, files fall in many locations on its recording surfaces (called platters). “Fragmenting” happens when a file occupies two or more separate locations on a disk, because it is divided into multiple pieces that are not physically contiguous. Each individual piece is called a “fragment,” and it’s not unusual to see some files dispersed across tens, hundreds, or even thousands of fragments on a disk drive. Here’s a reasonably typical display of fragmented files from the system disk (C:\) on a Windows notebook PC. Note that the CBS.log file consists of over 100 fragments, while the other files report fewer fragments (but still a lot!). CBS.log is a file that the Windows Vista system file checker (sfc.exe) writes as it performs its Windows system integrity checks, for example, and can easily get scattered into numerous fragments. The same applies to various \Prefetch\Readyboot files that Vista creates regularly to anticipate applications users are most likely to load upon system startup. As a file grows increasingly fragmented, it can slow PC performance. That’s because the disk drive must essentially “skip around” from the end of one fragment to the beginning of another as it reads its way through such a file. During that period, the drive is simply moving and reading or writing no data. As the number of fragments increases, more and more time gets lost during these moves, and overall performance drops. This explains why it’s a good idea to defragment Windows drives regularly, and why it’s not a good idea to allow files to become excessively fragmented over time. In fact, file fragmentation can lead to any or all of the following symptoms on Windows PCs: Slower file system and disk activity Slower application launch and load Slower system shutdown and startup Slower system hibernation and resume Degraded audio or video playback Dropping of multi-media frame rates 51 PerfectDisk 10 User Guide Slower file and system backups While you don’t want any Windows files to become fragmented, allowing certain Windows files to become fragmented will have a greater negative impact on system response time and performance than others. In particular, key operating system files (especially those that Windows uses frequently), as well as commonly used applications and data files, can impose more of a drag on a system if allowed to become fragmented; likewise infrequently or never-used applications and data files are more likely to remain whole, or at least will break up into fewer fragments over time. That’s why regularly scheduled defragmentation is an important part of Windows system maintenance and upkeep. Differentiating OS-level from application-level fragmentation Unless you have experience maintaining a variety of computers comprising dozens of services, you may not realize all the areas where fragmentation can occur. When most people talk about fragmentation they mean specifically the hard disk, because that’s where slow performance is most noticeable. However, in even a simple computing environment, fragmentation occurs at the network level to the applications and services accessed both locally and remotely. PerfectDisk has specific product lines catering to some of these areas, such as PerfectDisk 10 for Exchange, PerfectDisk 10 for VMWare or PerfectDisk 10 Virtual Enterprise Edition. Microsoft Exchange Server has its own file defragmentation and compaction utility that PerfectDisk leverages. VMware and other virtual environments such as Hyper-V, Virtual PC, Virtual Server, and other such products also experience fragmentation for both host and guest machines, which PerfectDisk can handle for most Windows-based platforms. If you run SQL Server then you may know about its internal defragmentation, but what you might not know is that SQL cannot reliably report such information. Microsoft offers a detailed explanation describing SQL Server’s internal defragmentation, which boils down to this: SQL Server is ignorant of how the operating system physically arranges its parts—and for good reason. Accordingly, SQL Server is unable to accurately report file fragmentation even when its ondisk parts are 100% fragmented. However, even when you defragment the SQL Server database it can still be fragmented in other ways. Read Microsoft’s explanation (linked above) for more detail. Understanding the Defragmentation Tab In PerfectDisk 10, the Defragmentation tab serves as the nerve center for the program; it is divided into three areas on-screen: • 52 The control bar, where you find the buttons and controls for drive disk defragmentation and related activities. PerfectDisk 10 Defragmentation • The drives list area, which displays all hard disks and other storage devices to which PerfectDisk can provide access (for compactness, only the left-hand side of that area is shown here): • The results area appears at the bottom of the window, starting with tabs labeled Drive Map, Performance, and Statistics. Only after PerfectDisk has analyzed one or more drives does any data of interest appear in this part of the screen. Defragmentation fundamentals In PerfectDisk 10, start by selecting one or more drives in the drives list area, then analyzing the drive to see if it needs defragmentation. Thus, for example, you can click on the C: drive to highlight it in the drives list (this is usually the system disk on most desktop or notebook Windows installations). Once the drive is selected, click the Analyze button in the Advanced area of the control bar. This produces a display something like this: 53 PerfectDisk 10 User Guide By default, while PerfectDisk 10 is analyzing a drive it selects the Disk Map tab, and shows a graphical update of disk locations and status that it updates while the analysis phase is underway. Notice the progress bar that appears beneath the Drive Map tab and the graphical disk map area. This updates as the analysis continues, and includes a rough estimate of when it will complete (1:50 PM as shown in the image above). When the analysis is complete, PerfectDisk opens the Statistics tab automatically, and a Summary information screen appears to report on disk analysis results, like this: 54 PerfectDisk 10 Defragmentation This summary analysis indicates that the drive is not in need of defragmentation. This drive gets green check marks across all ratings categories, with percentage values that earn Excellent ratings across the board. If you were to see ratings with yellow warning or red problem icons, PerfectDisk 10 would also recommend some specific type of defragmentation pass to run where the display currently reads “Your drive is optimized for peak performance.” Best PerfectDisk 10 Defragmentation Practices In general, you should not allow a disk drive to become too fragmented; if you do, you are likely to experience performance degradation due to poor disk organization. Regularly scheduled defragmentation, preferably automated to a regular schedule or to take advantage of idle computing cycles, is the best way to use this technology to keep hard disks running smoothly and efficiently. See these other help pages for more information: • A Defragmentation Primer • PerfectDisk’s Defragmentation Algorithms • Managing and Monitoring Defragmentation in PerfectDisk 10 55 PerfectDisk 10 User Guide • Analyzing Disk Drives • Working with Selected Files • Working with System Files • Working with the Drive Properties Window • Using the View Log Controls • Working with PerfectDisk Settings • Defragmenting Windows Home Server A Defragmentation Primer A Defragmentation Primer Here’s a basic definition of disk defragmentation: defragmentation software systematically scans and observes the layout of files, directories, and other descriptive data (usually called metadata) on a disk. It will then apply any of a number of strategies to find and rewrite files occupying two or more separate locations on a hard disk with versions where all the data blocks in such files are physically contiguous. When a file occupies two or more locations on a hard disk, it is “fragmented”; when it occupies a single location on a hard disk, it is “contiguous”. Why Defragment Files? If a file resides in two or more locations on a hard disk, here’s what happens when the computer reads from or writes to that file: 1. Look in the master file table (MFT) to determine where the beginning of the file resides 2. Read or write to the first fragment, then follow a pointer to the next fragment 3. Repeat step 2 for as many additional fragments as exist for the file Before each set in this list, the heads on the disk drive must position themselves on the track where the data of interest resides, then wait while platter spins around until the starting disk sector for the data of interest comes around. Thus, any single file access requires the disk heads to move at least twice to get to the starting point where actual data resides, and then again for each additional fragment in a fragmented file. Although the delays involved are only around 1-10 milliseconds, as the number of fragments increases, so also does the delay involved in working through a fragmented file. Fragmentation occurs for many reasons. If an unoccupied disk extent greater than or equal to the size of the file can’t be located quickly when a new file is written to disk, that file will be fragmented from its very creation. As existing files are rewritten, they may outgrow their assigned disk extents and become fragmented to accommodate change and growth over time. As a drive gets increasingly crowded with 56 PerfectDisk 10 Defragmentation files, not only will it be more difficult to find areas of free space, the size of the free spaces available will also decrease. All of these factors contribute inevitably to file fragmentation, and thus also to the fragmentation of the disks upon which those files are stored. There are a number of reasons to defragment files; among them: 1. Reading from or writing to individual files, directories and metadata goes faster when those items are stored contiguously on disk. 2. Rearranging file layouts on a hard disk permits file ordering so that those that are accessed most frequently are easy to find and access, and to help optimize access to common files used as part of the computer boot-up process. 3. Rearranging file layouts on a hard disk also permits operating system file placement to emphasize performance, availability, and reliability. For example, the Windows NTFS MFT table can potentially produce the best overall system performance when placed approximately one-third of the way into the drive (at 83.3 GB on a 250 GB drive, 106.7 GB on a 320 GB drive, 166.7 GB on a 500 GB drive, and so on). Likewise, important Windows system files such as the paging file (pagefile.sys) and the hibernation file (hiberfile.sys) can also be optimally placed and made as contiguous as free space will allow. Generally, however, you can’t move or defragment operating system files while a computer is running because this could interfere with normal system operation. Instead, system files will generally be scheduled for boot-time defragmentation, which means that they are handled the next time the computer goes through start-up, at the point where enough intelligence is present to perform defragmentation on system files, but before those files become necessary for the operating system to behave properly and consistently. Why Consolidate Free Space? The other operation that PerfectDisk performs on the disks it handles is to consolidate free space. At first glance, this may seem either unnecessary or superfluous. Consolidating free space is neither: consider for a moment that many file systems look at available free space only as long as it takes to find an area as big as, or bigger than, a file they wish to store, and suddenly the idea that keeping free space consolidated begins to make sense. Consider further that file systems may fragment large files across a great many separate areas (that is, they may include numerous excess fragments) if a file system can’t find a space large enough to accommodate the entire file it wishes to write to disk. Consolidating free space enables the file system to find room for almost any large files quite easily, and decreases the need to fragment files to fit them into free space available on a drive. PerfectDisk offers two methods of free space consolidation: 1. When performing SMARTPlacement defragmentation, PerfectDisk will seek to consolidate larger chunks of file space as it traverses the files and free space areas on a disk. However, it won’t 57 PerfectDisk 10 User Guide move large files to add relatively small areas of free space to the consolidated free space area it builds as it goes through defragmentation and file relocation. 2. When PerfectDisk is instructed to “Aggressively consolidate free space” it will attempt to move files to create the largest extents of free space possible on a disk, except for excluded files that cannot be moved. In this case, it will move large files to add even small areas of free space to its consolidated free space chunks. This is why it can take longer to complete a defragmentation pass with PerfectDisk when you select this particular option. Benefits of consolidating free space include faster write performance from the file system, because it needs less time to find free space into which it can write new or updated files. Consolidating free space also reduces the need to fragment files on a drive, because it has sufficient room to accommodate new or updated files. For virtual environments, consolidating free space can also permit virtual machine workspaces to shrink, thereby improving their space consumption and operating efficiency. Online and Offline Defragmentation Most of the files in Windows file systems are fair game for the file system to create, read, write, and delete as circumstances require, where that file system manages these operations by passing detailed sequences of instructions to the disk drives that implement these tasks to get the job done. However, certain files—those that the operating system itself uses to control and manage its own behavior—are generally off-limits for anything except read access. In fact, the operating system itself will mediate all access to such files very carefully, and generally won’t allow such files to be changed or moved. This is where offline defragmentation comes in handy; it provides a mechanism to change or move protected files when the operating system isn’t using or managing those files as it normally does. This also explains why such work, including relocating and defragmenting such files, normally occurs at boot time. This is a period of “special operation” for many operating systems when various activities are possible during start-up before normal conditions and requirements come fully into play. Windows itself schedules and runs a utility called chkdsk (Check Disk) for its system disk only during this period, and this is when defragmentation tools such as PerfectDisk perform their special operations on system files. See also these other Help pages: • PerfectDisk’s Defragmentation Algorithms • Managing and Monitoring Defragmentation in PerfectDisk 10 PerfectDisk’s Defragmentation Algorithms PerfectDisk’s Defragmentation Algorithms To provide the broadest range of functionality and capability, PerfectDisk performs multiple types of defragmentation. These include various algorithms or methods for defragmenting entire drives, as well as file-by-file (also known as “Selected Files” defragmentation). Entire drive defragmentation algorithms 58 PerfectDisk 10 Defragmentation define different ways to optimize file placement and to manage free space on hard disks, and produces the following options: • SMARTPlacement • Consolidate Free Space • Defrag Only In the next sections, we explain these approaches to whole-drive defragmentation in more detail. PerfectDisk SMARTPlacement This is the default defragmentation algorithm for entire drive defragmentation in PerfectDisk. SMARTPlacement not only defragments files and consolidates free space, it also optimizes file placement based on file age and most recent time of access. PerfectDisk treats files created or accessed in the last thirty days as Recently Modified; they receive preferential placement on the disk. PerfectDisk treats files created or accessed in the last 31 to 60 days as Occasionally Modified, and places them next to Recently Modified files (but closer to the outside edge of the physical disk where access times begin to increase). Finally, PerfectDisk treats files created or accessed more than 60 days ago as Rarely Modified and places them next to Occasionally Modified ones, but even closer to the outside edge. Boot files go all the way to that edge, where they are easy to locate during boot time (and unused thereafter). SMARTPlacement will optimally place Metadata and MFT files for best Windows performance as well. This is the default setting for PerfectDisk because it produces disk organizations that are least likely to fragment going forward, and is what most users should choose when defragmenting a disk. Consolidate Free Space When it defragments a drive using SMARTPlacement, PerfectDisk emphasizes optimal file placement and speed of overall completion above creating the largest possible extents of free space on any hard disk it defragments. When you select the Consolidate Free Space option, the software will seek to create the largest possible extents of free space, and does not optimize file placement. This process can involve moving large files to reclaim relatively small amounts of free space (a maneuver that PerfectDisk omits when using SMARTPlacement by itself), and explains why this mode sometimes takes longer to complete. Free space consolidation is best for shrinking or growing disk partitions, when seeking to resize virtual machines, or to provide a boost to lagging Windows performance when PerfectDisk itself recommends running this defragmentation algorithm. Defrag Only As the description hints, this is a quick and dirty method of defragmentation. It neither optimizes file placement nor seeks to consolidate free space, but simply defragments any fragmented files it finds as quickly as possible. This method will probably increase the number of free space fragments on a drive, but is not particularly thorough or optimal. It is the fastest form of entire drive defragmentation; use it primarily as a convenience between regularly scheduled SMARTPlacement defragmentation jobs. 59 PerfectDisk 10 User Guide File-by-File (“Selected Files”) Defragmentation Using either the Selected Files interface in the Control Bar, or the Most Fragmented Files view in the Results area in PerfectDisk, you can selectively defragment individual files on a case-by-case basis. When you have only a small number of fragmented files, or when large regularly-used files are subject to fragmentation (such as the PST files that Windows Outlook uses for message stores), these tools permit only those files to be defragmented as a hurry-up disk cleanup technique. Except for special circumstances, PerfectDisk recommends SMARTPlacement defragmentation, because it combines the speed and flexibility of a single-pass defragmentation with optimal file placement and easily arranged free space consolidation. See these other Help sections for more information on PerfectDisk 10 defragmentation and analysis: • Choosing a Defragmentation Method • Managing and Monitoring Defragmentation in PerfectDisk 10 • Analyzing Disk Drives • Working with Selected Files • Working with System Files Choosing a Defragmentation Method After you select and analyze disk drives, you must instruct PerfectDisk what type of defragmentation to perform on those drives. The three types available are: 60 • SMARTPlacement: Optimizes file placement, performs one-pass free space consolidation. • Consolidate Free Space: Performs aggressive, free space consolidation, but does not optimize file placement. PerfectDisk 10 Defragmentation • Defrag Only: Defragments all fragmented files for which the program can find sufficient available free space, but neither optimizes file placement nor consolidates free space. For more information on how these methods work please see the PerfectDisk’s Defragmentation Algorithms pages. Of the three methods available, PerfectDisk generally recommends SMARTPlacement (that’s why it’s the default choice in PerfectDisk). Use Consolidate Free Space if PerfectDisk recommends it, or if you want to resize a partition or shrink a Virtual Machine. Managing and Monitoring Defragmentation in PerfectDisk Managing and Monitoring Defragmentation in PerfectDisk 10 In the sections that follow, you will explore the primary work space inside the PerfectDisk program window. This is where the program lists drives available for analysis, free space consolidation, and various defragmentation operations in the Drive Pane. Beneath that area is the results pane, where the program shows progress while defragmentation is underway, along with a visual map of the structure, contents, and layout of the hard disks it’s working on. The result pane is also where you can access various performance reports and numerous statistical displays and charts to help you understand the health and status of your hard disks. Understanding how this part of PerfectDisk works will help you to understand how to make best and most effective use of this program. The Defragmentation Drive Pane When you select the Defragmentation tab in PerfectDisk, the Drive pane appears beneath the Control Bar in the PerfectDisk interface. It lists all the drives that are accessible to PerfectDisk, including all internal drives on the PC where the software is running at a minimum, plus any attached external USB or Firewire drives, or USB Flash Drives, if PerfectDisk has been configured to defragment them. In the following screenshot, you can see the system drive (C:) and an external drive (F:). Here’s an explanation for the various fields and the associated values that appear in the drive pane in their order of appearance from left to right: 61 PerfectDisk 10 User Guide • Name: Displays the drive letter that Windows associates with the drive, along with any name associated with that drive (in the preceding screen capture, drive C: has no associated name, while drive F: is named EXTERNAL). By default, PerfectDisk lists all accessible drives in drive letter order, but you can click on the column to reverse that order. • Type: Displays the type of file system installed on the drive. For both C: and F: in the image above, the value is NTFS, the primary file system used with modern Windows versions. On Windows Desktop systems, other valid file systems include FAT16, FAT32, EFS, and exFAT. • Status: This identifies what PerfectDisk is doing with a drive as you view the drive pane. This field will normally display one of the following values: Analyzing (followed by a percentage completion value, while drive analysis is underway), Defragmenting (followed by a percentage completion value, while defragmenting is underway), or Idle (indicates that PerfectDisk is not operating on the drive at present). • Last Defragmented: Provides the date and time at which the drive was last defragmented. If you haven’t defragmented the drive since you installed the current version of PerfectDisk on the system, no value appears in this field, as with the C: drive in the preceding screen capture. you’re using a StealthPatrol schedule on a drive, this field may remain blank for extended periods. Technically, there is no “start” or “end” to an automatic schedule, so while a StealthPatrol schedule may routinely process a drive, it seldom generates a time stamp for completion. 62 If • Next Run: If the defragmentation schedule calls for a specific date and time for the next defragmentation run on a drive, a date and time will appear here. If you have scheduled either StealthPatrol or Screen Saver defragmentation for the drive, those values will appear here instead. StealthPatrol indicates that PerfectDisk will defragment drives whenever the system is sufficiently idle to meet its threshold requirements; Screen Saver indicates the PerfectDisk will defragment drives when Windows invokes a screen saver for the system. • Boot time: If checked, this indicates that PerfectDisk will run an offline/boot-time defragmentation pass the next time the system starts up. • Size: Indicates the size of the disk drive, usually in GB. In the image above, drive C: is 149.05 GB, and drive F: is 298.09 GB. Disk drive manufacturers usually size drives in decimal rather than binary values, so while the manufacturer tells us that drive C: is 160 GB in size, PerfectDisk reports the size in binary value. Drive F: is, according to the manufacturer, 320 GB in size but also reported here in binary value (divide 160,000,000,000 by 230 and you get 149.01, divide 320,000,000,000 by the same value to get 298.02, to produce the same approximate values). • Fragmented: Shows the percentage of File Fragmentation (as also shown in the Statistics Summary page) for the drive. PerfectDisk 10 Defragmentation Using the Drive Pane in PerfectDisk Aside from its status and descriptive information, the drive pane in PerfectDisk also provides the area where you select drives upon which to apply various defragmentation operations (Analyze, Defragment, key and click on multiple drives in the drive pane to Selected Files, and System Files). Hold the select more than one for various operations, or click on a drive in the drive list, then hold down the Shift key and click on a second drive to select all the drives between the first one selected and the last one for various operations. Defragmentation Statistics Tab Of all the results that PerfectDisk delivers from disk analysis and defragmentation, those available through the Statistics tab are the most detailed and informative. Whereas the Drive Map and Performance tabs deliver results meant to be interpreted at a glance, or used for visual exploration, results from the statistics tab are meant to be read and studied, often at some length and at great levels of detail. The Statistics tab offers seven different panes to display drive analysis and disk defragmentation results that appear in the following order on the left-hand side of the results pane: 63 PerfectDisk 10 User Guide • Summary: The Summary pane appears by default when PerfectDisk displays results, both for drive analysis and defragmentation activities. This view provides information about start and stop times for the most recent defragmentation pass as one completes, and provides data and ratings related to files, directories, free space and performance in one summary, and about drive metadata, MFT, pagefile, and largest free space chunk in another summary. For more information and an example, see the Summary section. • File: Provides a pie chart that shows how files are distributed on a drive, with color coding to identify individual slices by type. A legend appears with counts and metrics on the left-hand side of these results, with a single pie chart on the right-hand side. For more information and an example, see the File section. • Most Fragmented Files: By default, this lists fragmented files by their number of fragments, starting with the highest first. PerfectDisk offers various methods to reorder the list. You can select up to 20 files at any given time in this list, and then click the button at the lower right to perform file-by-file defragmentation on selected files. For more information and an example, see the Most Fragmented Files section. • Excluded Files: Shows a list of all files that PerfectDisk has been instructed to ignore. PerfectDisk offers various methods to reorder the list, and various reasons for exclusion supplied. For more information and an example, see the Excluded Files section. • File Types: Shows a list of defined file types used to categorize files on the drive, along with counts and metrics on the left-hand side of these results, with a single pie chart on the right-hand side. For more information and an example, see the File Types section. • Performance Chart: Shows a temporal line graph of PerfectDisk’s estimated drive performance value as far back in time as such measurements go. This provides an easily inspected line to see how drive performance is trending over time. For more information and an example, see the Performance Chart section. • Free Space Chart: Shows a temporal line graph of PerfectDisk’s free space fragmentation measurement as far back in time as such measurements go. This provides an easily inspected line to see how free space fragmentation is trending over time. For more information and an example, see the Performance Chart section. Summary 64 PerfectDisk 10 Defragmentation Summary results are probably the most informative among all the statistics panes. At top right, you see start and stop times for the most recent online defragmentation pass, along with CPU time consumed during that run. The first set of Summary results lists percentage values, counts, and total number of fragments for files and directories, and reports free space fragmentation and estimated drive performance as a fraction of the maximum achievable 100% value. A green check mark denotes a passing rating (excellent), a yellow exclamation point indicates defragmentation will soon be needed (good), and a red exclamation point denotes a failing rating (poor). The second set of Summary results lists percentage values, size on disk, and number of excess fragments for system files (which must normally be defragmented offline or at boot time). It also shows the size of the largest chunk of free space available on the drive as well. Here again, a green check mark denotes a passing rating, a yellow check mark indicates that defrag will soon be needed, and a red exclamation point denotes that defrag is definitely needed. At the bottom of the display, the preceding screen shot shows a green check mark indicating that the drive is optimized for peak performance. When PerfectDisk’s measurements indicate that the drive needs defragmentation, you will see messages advising you to perform SMARTPlacement or Defrag-only defragmentation passes, or to consolidate free space, as circumstances dictate. If you click the button at the upper right of the Statistics Summary right-hand pane, you can save the contents of this display, along with that for all other Statistics panes plus system and drive descriptive information, to a collection of HTML-formatted data tables. This provides a mechanism to collect statistics over time, and to provide input to other programs that can parse and interpret the data this file contains. 65 PerfectDisk 10 User Guide File This pie chart shows how files break down by their distribution across various categories that PerfectDisk defines. The information in the table at the left shows how many files belong to each category by count (the number column heading) and by total disk space consumption (Size). The “% of drive” value measures this in terms of disk space percentages instead. The distribution across the various categories in the example is fairly typical in that excluded files often consume an appreciable portion of Windows disks (primarily for shadow copies in the System Volume Information directory), and where Rarely Modified files outnumber both Occasionally Modified and Recently Modified files. Most Fragmented Files By default, the files with the greatest number of fragments appear at the top of the Most Fragmented Files list, which describes the Top 100 fragmented files in its scrolling data area on the right-hand pane. You can reorder this list by clicking on any of the column heads, where a second click reverses whatever order is visible. You can also select up to 20 files in the list at any time, then click the Defragment button at the lower right to instruct PerfectDisk to defragment them a file at a time. 66 PerfectDisk 10 Defragmentation You may observe in this list files that Windows and applications use regularly for both read and write will usually appear. In the example shown, entries such as Outlook.pst, Layout.ini, and Windows-update related items are typical for desktop machines, as are various types of indexes and logs. On server machines, database files, journals, and logs will often appear in this list as well. Common strategies for performing file-by-file defragmentation using this display include selecting the files with the largest number of fragments (PerfectDisk’s default order of presentation), or sorting by file size to select the largest fragmented files for such treatment. Excluded Files By default, PerfectDisk’s list of excluded files typically fall into two categories: system files that can only be defragmented offline or at boot time (MFT, metadata, layout.ini, page and hibernation files, and so forth), and the contents of the \System Volume Information directory where Windows places shadow copies and restore points (in Vista and Server 2008, these files may not be moved or defragmented at all). If a vendor or developer instructs you to add any files to the Excluded Files list through the PerfectDisk Settings interface, they will appear here as well. Valid reasons for exclusion appear in the left most column in the excluded files list, and will usually read Metadata (for various MFT and NTFS metadata files), Access Denied (Windows has locked these files for exclusive write access and PerfectDisk cannot access them), or Excluded (belongs to an untouchable collection of files, often in the \System Volume Information directory). File name information appears in the middle column, and the number of excess fragments appears in the right most column. You might notice that these files will seldom, if ever, be fragmented. File Types 67 PerfectDisk 10 User Guide File type uses the PerfectDisk file types categorization—available through the File Types display in PerfectDisk Settings—to control which file extensions belong to the various categories shown in the image above. For each category, PerfectDisk supplies the number of files that belong (Number), their total disk space consumption (Size), and what percentage of total disk space (% of drive) they consume. On the pie chart, this distribution is rationalized to ignore excluded files and free space, so that pie slices reflect their relative position and distribution only for the categories that appear in the left-hand table, rather than their actual disk space consumption (those slices might be too small to see clearly if that were the case). Performance Chart This Performance Chart differs from the snapshot that appears on the Performance tab in Disk Defragmentation results in that it goes back as far in time as the current PerfectDisk installation has been keeping records (the other chart shows only a maximum of four recent defragmentation runs). This historical view makes this performance chart an excellent trend indicator for PerfectDisk drive performance estimates over time. You’ll want to look for upward trends from past to present, and look for explanations when that expectation isn’t met. The example chart indicates a very slight downward trend that probably won’t require any user response for quite some time. Free Space Chart 68 PerfectDisk 10 Defragmentation Like the Performance Chart information that the Statistics tab also provides, the Free Space Chart also goes as far back in time as the current PerfectDisk installation. This chart reports free space fragmentation percentage. Whereas you want to see high values for the Performance Chart that provides a relative measure whose highest value is 100%, here you want to see low values because the ideal value for free space fragmentation is 0%. This historical view makes this performance chart an excellent trend indicator for free space defragmentation measurements over time. You’ll want to look for downward trends from past to present, and seek explanations when that expectation isn’t met. The graph shown here indicates a slight upward trend that won’t require any action for some time to come. For more information on running PerfectDisk 10, check the Relevant Topics. • A Defragmentation Primer • PerfectDisk’s Defragmentation Algorithms • Analyzing Disk Drives • Working with Selected Files • Working with System Files • Working with the Drive Properties Window • Using the View Log Controls • Working with PerfectDisk Settings Analyzing Disk Drives Analyzing Disk Drives 69 PerfectDisk 10 User Guide Before PerfectDisk will defragment any drive, it must first analyze the drive. For this purpose, use the Analyze button that appears in the Advanced area among the program controls. When you click the Analyze button, you’re instructing PerfectDisk to inspect whichever hard disks you identify in the drives list. For this example, we selected the C: drive, which is the only drive available on a notebook PC: As the analysis gets underway, PerfectDisk will update the Drive Map in the results area to show progress toward completing this task. For the example drive selected above, an interim display looks like this: The bar above the drive map show that analysis is underway (it appears about 25% complete in this image), and provides an estimated completion time for the task as well. The drive map area shows where PerfectDisk has found files on this drive. Items with black outlines indicate fragmented files. Colors for blocks in this diagram correspond to the disk map legend, as follows: Ordinary files are either blue (Rarely modified), orange (Occasionally Modified), or green (Recently Modified). Metadata (information the file system itself uses to organize and manage files) is in grey, 70 PerfectDisk 10 Defragmentation while the master file table (MFT) is in yellow (additional disk space pre-allocated for MFT use, but still unused, appears in light brown). The dark brown “Used” color identifies space on the disk that is not free. It only appears on a drive map during an offline defragmentation, during which only the MFT, Metadata, Free Space, and “Used” colors are shown. To see this at work, instruct PerfectDisk to perform a System Files defrag on a data drive from inside Windows. Disk directories are in magenta, while boot files are in lavender. Excluded files, which primarily refer to items in Windows’ System Volume Information folder, appear in black. White squares denote free space on the drive. Reading a Disk Map As you look at a disk map, you’ll notice that lavender files invariably appear at the head of the map. By default Windows reorganizes boot files and seeks to place them at the head of the drive, every three days or so. When you install PerfectDisk, it takes over this chore by default unless you instruct it otherwise. Either way, you’ll typically find boot files at the start of the disk map (upper left). Next come normal files, usually in this order: Rarely Modified (blue), then Occasionally Modified (orange), then Recently Modified (green). Excluded files (black), Metadata (grey), and MFT (yellow) will usually show up after all the Rarely Modified (blue) files, usually somewhere within or near the end of the Occasionally Modified (orange) and Recently Modified (green) files, as do MFT zone (brown) blocks as well. There’s also usually a larger area of Excluded Files (black) around the middle of the drive. You’ll also normally find some files right near the end of the drive as well. As you look at your disk map, you should be seeking various types of patterns. For one, it’s desirable for the Rarely-Occasionally-Recently Modified items to appear in that order, and for the individual regions to be more or less distinct and contiguous (some mixing is inevitable, but the more random it becomes the less optimal it will be). Many small patches of white interspersed among these areas indicate greater free space fragmentation, which is itself not desirable. Finally, when you do see sizable areas of white space, the larger they are, the better, because this tells you that sizable and desirable chunks of free space remain available on the drive. Please also consult these additional Help items: • A Defragmentation Primer 71 PerfectDisk 10 User Guide • PerfectDisk’s Defragmentation Algorithms • Working with Selected Files • Working with System Files Defragmenting Selected Files Selected Files enables you to open an Explorer-like browse window into the file system on your drive, where you can select individual files (up to 20 at a time) for file-by-file defragmentation. File-by-file defragmentation can be useful when you simply wish to defragment a handful of badly fragmented files (more than 100 excess fragments is a good cut-off point for this designation). Most such tasks will take only a few minutes to complete, and can be handy when you want to work on a large database, in Outlook (.pst file), or with large application files (video or audio tracks) that have become fragmented over time. To defragment selected files, complete the following steps: 1. Make sure the Defragmentation tab is selected. 2. From the Drive Pane, select a drive from where you want to select the files for defragmentation. 3. Click the Selected Files icon in the Advanced area on the Control Bar, or right-click a drive and choose Selected Files. It opens the “Defragment Selected Files” window shown here: 72 PerfectDisk 10 Defragmentation 4. By default, the Show All Files option is selected. On the left-hand side, directories with plus signs to their left include further subdirectories. Click on any plus sign to expand a directory’s contents. 5. Navigate to a folder to find the fragmented files. The files that are fragmented will be enabled and will show the number of fragments they have. Tip: By using the Most Fragmented Files list from the Statistics tab in the results pane, you can choose a directory that includes some fragmented files. 73 PerfectDisk 10 User Guide 6. Select a file in the left pane of the browser and then click the Add-> button to move file to right pane. Add as many fragmented files for defragmentation. 7. After selecting the files, click the Defragment button. As defragmentation gets underway, the Defragment Selected Files window closes, and you’ll see the entire primary PerfectDisk 10 window on display. A close look at the drive(s) where you selected files reveals that Defragmenting is underway, and the Fragmentation pie chart on the right-hand side of the results pane will flash a progress bar embossed with the name of the file currently being defragmented. Once the defragmentation is complete, the Summary node of the Statistics tab appears as shown below: For more information please read these other Help items: • A Defragmentation Primer • PerfectDisk’s Defragmentation Algorithms • Analyzing Disk Drives • Working with System Files Working with System Files Working with System Files System Files is the designation that PerfectDisk uses to identify important files that the operating system uses at runtime to operate your PC. These include the Windows paging file (pagefile.sys), the hibernation file used to support sleep mode on desktop Windows PCs (hiberfile.sys), and operating system files too numerous to mention (primarily found in the %systemroot%--often C:\Windows--and %systemroot%\System32—often C:\Windows\System32—directories. Depending on whether or not the drive is a system drive, or some other drive that PerfectDisk can’t lock, offline file defragmentation may or may not run on the drive(s) you select in the drive pane, when you 74 PerfectDisk 10 Defragmentation click the System Files button in the Advanced Area on the Control Bar in PerfectDisk. As long as PerfectDisk can lock a drive for exclusive access at runtime, it will defragment system files immediately. But for a Windows system disk or any other locked drive—one, for example, where a paging file might reside in whole or in part—attempts to defragment system files at runtime will usually fail. Defragmenting System Files on a System (OS) Disk When you click the System Files button in the Advanced Area on the Control Bar in PerfectDisk on a Windows system (OS) drive, you’ll go through the following dialog sequence: This indicates that, as expected, the System Files are in use on the drive. If you answer Yes to this dialog, it will not work on this drive because PerfectDisk cannot force all open handles on an OS drive to close. Instead, you’ll see the same dialog that also appears in this case if you click No: Click Yes in this dialog to schedule system files defragmentation during the next system boot. You’ll then be prompted to reboot your system: You can click No to postpone the reboot until a time of your choosing, or click Yes to force an immediate reboot. If you elect to reboot immediately, the machine will reboot right away, unless you have StealthPatrol or Screen Saver defragmentation turned on. If either StealthPatrol or Screen Saver defragmentation is active, however, one additional dialog appears: 75 PerfectDisk 10 User Guide Here, you can either elect to finish out the waiting period before an automatic reboot occurs, or click Reboot Now to force an immediate reboot. One way or the other Windows reboots. Defragmenting System Files on Locked Disk In the Windows environment, it’s possible to situate various system files on other disks besides the system (OS) disk. For example, the pagefile can be moved to one or more other disks, depending on Virtual Memory selections chosen in the Performance Options window in the Advanced tab (accessible using the Advanced tab on the System item in the Classic View of Control Panel Classic View). If you try to defragment system files on such a drive, you’ll see a dialog like this one: This works the same way as a System (OS) drive. If you click Yes to force all handles closed, you’ll get an error message indicating that the files can only be defragmented at boot time. Click Yes here, and you’ll schedule a boot time defragmentation for this drive the next time the system boots. In turn, this produces a prompt to reboot immediately, after which the same sequences of choices for rebooting apply. The most common scenario for true offline disk defragmentation occurs on drives that the operating system doesn’t lock—this applies to all drives except for those where the operating system, the paging file, and hibernation files reside. When you select such a drive in the drive list, then click on the System Files icon in the Advanced area on the Control Bar, an analysis pass, followed by defragmentation gets immediately underway. If you hover your mouse over the icon while the task is active, a tooltip that 76 PerfectDisk 10 Defragmentation reads as follows pops up: “Defragment your system files which are normally locked by the Windows OS”. Also, occupied blocks in the disk map will be uniformly black because offline defragmentation treats all files as if they were excluded, except for directory, metadata, MFT, and boot blocks. Behind the scenes, what’s going on is that PerfectDisk has locked the drive for its own exclusive use, which gives the software license to defragment and move files that the operating system would otherwise insist be left alone. Thus, boot time defragmentation is really only mandatory for drives that cannot be locked at run-time, though it is convenient to handle offline defragmentation at boot time for other drives as well, unless the time required to handle all such drives results in unacceptably long wait times before the system once again becomes available. Boot Time Defragmentation If PerfectDisk CANNOT dismount the drive, then the defragmentation of the system files has to be done at boot time. When the boot time defragmentation is started, you’ll see the beginning of the Microsoft boot-up sequence, including the progress bar (if it’s enabled). After that, the screen goes black and looks much like the DOS command line. You should see something like this on your screen (we compress an ongoing dynamic sequence into a static display): Proceeding in their order of appearance, this display reports on the following boot-time activities: • For each drive selected (this display applies only to a single drive, but all others will look quite similar), the process begins with an analysis and verification pass. You’ll see Verifying…Done when this step is complete. • The boot time program, PDBoot.exe, provides the numeric file IDs for any pagefile or hibernation files it finds on a drive (the example drive has both). • The boot time program analyzes the system files, reports percentage progress while underway, and “Done” when complete. 77 PerfectDisk 10 User Guide • The boot time program then defragments system files, reports progress while underway, and “Done” when complete. Then it does likewise for the paging and hibernation files if they need to be defragmented . • PDBoot.exe concludes by calling another reboot when the defragmentation pass is complete, after which it will automatically reboot in 10 seconds (you can speed this process by striking any key before that time elapses—otherwise, it counts down from 10 to 0, then reboots. When Boot Time Defragmentation Fails Occasionally when you schedule a boot time defragmentation pass in PerfectDisk you’ll get an error message during the next boot, rather than a successful defragmentation of your system files. Known error messages for this phenomenon include “Failed to open” and “Driver conflict.” These errors indicate that PerfectDisk was unable to lock the drive during boot time at which point it will reboot and launch Windows without performing the offline defragmentation task. When this happens, it’s primarily because numerous third-party programs modify the BootExecute registry key so that PDBoot.exe (the name of the PerfectDisk boot-time defragmentation executable file) is no longer the first entry in its value string. This entry must occur first in that key for boot time defragmentation to run correctly. Fortunately, there’s an easy way to verify that the BootExecute registry key is properly formatted. Here’s how 1. Launch PerfectDisk 10 if it is not already running. 2. Click on the Product Resources tab (at the far right of the program’s tab bar). 3. Click on the Support button in the PerfectDisk Help area on the Command Bar. 4. Click the Start button in the Support for PerfectDisk 10 window that appears. 78 PerfectDisk 10 Defragmentation 5. If the PDBoot BootExecute Key item appears in the Problems Found window, click the Fix button to the right. 79 PerfectDisk 10 User Guide 6. To confirm that the problem is fixed, click the Start button again. This time it should read “Problems found: None.” 80 PerfectDisk 10 Defragmentation There are other reasons why a boot time/offline defragmentation pass may fail to run. These primarily have to do with third-party software products that open the drive for write access before PDBoot.exe can mount the drive for exclusive access (generally, it’s undesirable to permit other readers or writers to access a drive during offline defragmentation). If the drive is open for write access, PerfectDisk will not run a boot time/offline defragmentation process to avoid potential damage to or corruption of system files. These kinds of conflicts are what usually provokes a “Failed to open” or “Driver conflict” error message from PDBoot.exe. Search the PerfectDisk Knowledge base for an article entitled “When attempting to perform a boot time or offline defragmentation pass…without performing the boot time/offline defrag” for a list of programs 81 PerfectDisk 10 User Guide known to cause such problems, with information about updates and workarounds where available (you can find the KB through www.perfectdisk.com/support). Best Practices for Boot Time/Offline Defragmentation It’s smart to keep an eye on metadata defragmentation on the drives that PerfectDisk manages. If quality indicators start declining (from Excellent or Good, or Poor), or if metadata fragmentation numbers start to increase, this often results from increasing fragmentation of free space over time. When such patterns emerge, it’s often wise to schedule a one-time free space consolidation, to help increase the amount of free space available to Windows for writing new files, or updating existing ones. The PerfectDisk Enterprise Console can read and report on statistics from individual drives on the clients it manages. It will also report on trends in metadata and free space fragmentation, and warns administrators when a system exceeds these threshold values. If you do not have the benefit of the Enterprise Console, however, you should get in the habit of checking these values at least once a month to see if special action—namely, free space consolidation—might be warranted. The best way to approach this situation is to watch for trends in metadata and free space fragmentation. If a once-a-month schedule leads to a decrease in the defragmentation for either or both metrics, it’s probably safe to relax a bit and reduce checks to once every six weeks or so. But if a monthly schedule is followed by an increase in either or both metrics, it’s time to increase the frequency to once every two or three weeks. For more information please read these other Help items: • A Defragmentation Primer • PerfectDisk’s Defragmentation Algorithms • Analyzing Disk Drives • Working with Selected Files Defragmenting Drives on a Windows Home Server When you install PerfectDisk on a Windows Home Server (WHS) machine, it automatically adds a PerfectDisk 10 Plug-in to the Windows Home Server Console. To see the PerfectDisk 10 Plug-in icon in the Plug-ins display area at the top of the Windows Home Server Console window, you may need to hit the scroll right button several times until it appears, as shown here: Click this plug-in icon to produce the PerfectDisk 10 console inside the Windows Home Server Console’s primary display area (please note that the entire console is not viewable within this display area; some 82 PerfectDisk 10 Defragmentation scrolling is needed to access information and buttons normally visible when running PerfectDisk 10 on the desktop). Once this plug-in is open in the Windows Home Server Console window, the program looks and behaves just like PerfectDisk 10 Professional. Therefore, we provide no special operating instructions here, except to observe that the software recognizes and treats the WHS machine as a server, and that it automatically sets up a default weekly defragmentation schedule for every Sunday evening at 6:00 PM by default. For more defragmentation coverage, please consult the following help items: • A Defragmentation Primer • PerfectDisk’s Defragmentation Algorithms • Analyzing Disk Drives • Working with Selected Files • Working with System Files 83 Drive Properties Controls Drive Properties Controls You’ll find the Drive Properties button in the Options area on the program’s Control Bar. Use these controls to change defragmentation settings for the drives that PerfectDisk manages inside the Drive Properties window. After you click the Drive Properties button, the corresponding window appears. By default, the Online Defragmentation item is selected in the left-hand pane, where related settings appear in the right-hand pane. Other left-hand pane options include Offline Defragmentation, Excluded Files, and Drive Info. Online Defragmentation Settings 85 PerfectDisk 10 User Guide Online Defragmentation settings include two threshold values that will trigger PerfectDisk defragmentation or free space consolidation activity. When you configure PerfectDisk to perform SMARTPlacement or Defrag Only defragmentation, a Fragmentation value greater than or equal to the number in the Fragmentation % value box will trigger a defragmentation pass. If you configure PerfectDisk to Consolidate Free Space, that number applies to free space fragmentation instead. Thus if the value in the box is set to 5, PerfectDisk will not perform a scheduled or requested manual operation unless that value is met or exceeded. By default, this value is set to zero (0%), which instructs PerfectDisk to perform the requested operation whenever it is scheduled or run manually. SMARTPlacement Settings apply to the most recent modification dates for files whose on-disk placement is optimized during a SMARTPlacement defragmentation pass. By default, Rarely Modified files are those that were created or modified longer than 60 days ago, and Recently Modified files are those that were created or modified in the last 30 days. By implication, this means that Occasionally Modified files were modified or created more than 30 (value set for Recently Modified) and less than 60 (value set for Rarely Modified) days ago. We recommend that you leave these default values unchanged, unless your environment is such that other thresholds make better sense. For example, an e-commerce environment produces email and tracking files in great numbers daily, and routinely flushes them every 15 days; in that case, it may make sense to reset the Recently modified age value from 30 to 15, and the Rarely modified age value from 60 to 30. The check box marked “Aggressively consolidate free space” invokes PerfectDisk’s most active consolidation behavior, and causes SMARTPlacement to seek the maximum free space consolidation 86 Drive Properties Controls possible in a single pass. When the aggressive option remains unchecked, PerfectDisk allows small areas of free space to persist between files to avoid the extra time it may take to move large files simply to eliminate small gaps in free space. For example, if the gap between two files is only 30K in size, but the files in question are 60GB, then PerfectDisk normally leaves such a gap untouched to avoid moving a large amount of data for little or no benefit. But when “aggressively consolidate” is turned on, PerfectDisk consolidates as much free space as it can, and no longer ignores small gaps. In that case, PerfectDisk will likely move at least one of the two 60GB files to close the gap. If PerfectDisk encounters many such situations on a drive, it may take longer to defragment that drive significantly. This is important for certain servers where it’s appropriate to schedule defragmentation during non-peak hours. In such cases, you should observe how long defragmentation takes to complete to make sure it doesn’t cut into prime-time server accessibility. When you’ve made all settings to meet your requirements, click OK to confirm them and close the window, or Cancel to leave existing settings unchanged. Offline Defragmentation Offline Defragmentation enables you to select which system files to defragment during an offline/boottime defragmentation pass. If you check the Master File Table, Metadata, Hibernate file check box, the files that comprise the Master File Table (MFT) and related drive and file system information, also called metadata files, and the Windows hibernation file (hiberfile.sys) used to permit a system to enter and wake up quickly from a suspended “sleep state” will all be defragmented. The Windows paging file (pagefile.sys) will also be defragmented if its box is checked. PerfectDisk selects both of these check boxes by default when you install it. 87 PerfectDisk 10 User Guide For more information about the NTFS MFT structure and contents, see TABLE 17.7 in “File systems” in the Windows 2000 Resource Kit. The “OPTIMIZING NTFS” TechNet article originally from Windows NT Magazine will also be of some interest as well. The Defragment the selected system files on EVERY reboot check box in the right-hand pane permits administrators to schedule a boot-time/offline defragmentation pass every time a system boots up. PerfectDisk leaves this box unchecked by default when you install it; it’s probably best to leave it that way on most systems except those where boot-up speed is not an issue. Thus, workstations where only a single user must wait for reboot to complete, or servers that aren’t rebooted very often or where availability is not an issue, are the most likely candidates for this option. Otherwise, this can cause delays on every system boot-up, because PerfectDisk will always defragment system files during startup. Boot time defragmentation occurs when Windows boots. This means that you have to restart your system to defragment system files and directories. Defragmenting certain files at boot time ensures that no other processes can access a partition. You can always tell PerfectDisk to abort a boot time defragmentation pass safely, by pressing the Escape key. Once PerfectDisk completes a boot time defragmentation pass, your Windows system continues booting as normal. Offline defragmentation occurs when PerfectDisk is able to lock a partition. If PerfectDisk can lock a partition, it obtains exclusive access to that partition and can defragment system files and directories without having to shut your system down. No other processes will be able to access the partition during that time. Once PerfectDisk has finished its defragmentation pass, the partition is unlocked and other processes can once again access it. When PerfectDisk locks a partition, processes can still access other partitions that PerfectDisk is not currently defragmenting offline. When you’ve made all settings to meet your requirements, click OK to confirm them and close the window, or Cancel to leave existing settings unchanged. Excluded Files 88 Drive Properties Controls This set of controls provides an Explorer-like interface into the file system on drives under PerfectDisk’s control, and enables you to select specific files you wish PerfectDisk to leave untouched during its defragmentation or free space consolidation operations. Generally, manual exclusion of files through this interface is not necessary unless a software vendor (for third party applications) or developer (for custom applications) informs you that specific files must not be moved from their on-disk locations. By default, PerfectDisk excludes various NTFS metadata files ( all located in the %systemdrive% directory, usually C:\; specifically these are: $MFTMirr, $LogFile, $Volume, $Bitmap, $Boot, and $BadClus:$Bad) and the contents of the System Volume Information directory, which is where Windows stores System Restore Points, which may be automatically or programmatically generated, or manually created as needed by users. For Windows Vista and Windows 2008 Server systems, System Restore Points (and the clusters that they comprise on disk) are off-limits to defragmentation software. PerfectDisk specifically excludes the contents of the System Volume Information folder and its constituent files from defragmentation online and at boot time on those systems. On earlier versions of Windows such as XP, Server 2003, 2000 Workstation and Server, and so forth, these files can be defragmented, so PerfectDisk defragments them during offline/boot-time defragmentation passes. On Vista and Server 2008 machines, however, these files account for the black excluded regions that typically show up near the middle of NTFS disk drives at or near the middle of the drive in PerfectDisk disk maps. Other files that show up in the Excluded File list (available on the Statistics tab under Excluded Files on the PerfectDisk Defragmentation tab) may be marked “Access Denied” rather than “Excluded File.” These include pagefile.sys and hiberfile.sys, NTFS metadata and MFT files, and NTFS extension files (in the %SystemDrive%\$Extend directory). Pagefile.sys, hiberfile.sys, 89 PerfectDisk 10 User Guide NTFS metadata, and MFT files will be defragmented offline or at boot-time when the corresponding check boxes in the Offline Defragmentation pane are selected. Drive Info PerfectDisk populates the fields in the Drive Information pane when it obtains information about Windows drives and volumes. This includes information that the drive stores about itself (serial number, bytes per cluster, free/used clusters, and so forth) and that Windows associates with the drive (drive letter, GUID, and file system). This information is convenient, but is also useful for diagnostics purposes. For more information please read these other Help items: • A Defragmentation Primer 90 • PerfectDisk’s Defragmentation Algorithms • Analyzing Disk Drives • Working with Selected Files • Working with System Files PerfectDisk Settings PerfectDisk Settings Clicking the PerfectDisk Settings button in the Options area on the program’s control bar opens the PerfectDisk Settings window. You can always find the PerfectDisk settings button on the PerfectDisk 10 control bar. The left-hand version appears only when you select the Defragmentation tab; the right-hand version occurs for all other PerfectDisk tabs (AutoPilot Scheduling, Space Management, Active Directory, Product Resources, and so forth). The PerfectDisk Settings Window is divided into two panes: the left-hand pane highlights an item entry, and the corresponding right-hand pane provides relevant details. Left-hand pane entries include: • General • Log Settings • Auto Update • Power Options • AutoPilot Schedule • Removable Storage • System Resource Priority • File Types • Duplicate Search Settings • Exchange Settings (Exchange version only) • Virtual Environment (Virtual Enterprise Edition only) Together, these items provide settings controls that determine the overall behavior for PerfectDisk. In the sections that follow, we review each of these items. 91 PerfectDisk 10 User Guide General Every three days during system idle periods on Windows XP and Windows Vista, the Task Scheduler process organizes a list of files and directories in the order in which the file system accesses them during boot-up or application start, and stores it in a file named %windir%\Prefetch\Layout.ini. The Prefetch folder supports Prefetch (XP) and SuperFetch(Vista) technology used to anticipate what items to load during system startup and speed up that process. PerfectDisk can manage these files, which are part of the layout.ini environment, or it can allow Windows to manage them, or disable their management altogether. PerfectDisk supports numerous options for handling the files involved in these facilities as shown in the image above. The default (and recommended) option is to let PerfectDisk manage all files related to computer startup. For Windows XP, the files involved are a subset of the files that appear in the layout.ini file, and include only those files needed to boot the operating system itself. On Vista, this also includes startup items loaded after the operating system itself starts up. The “Let PerfectDisk Manage all layout.ini files” option instructs PerfectDisk to defragment and position all files listed in the layout.ini file in their order of appearance therein, starting at the beginning of the hard disk. This includes files needed to boot the operating system as well as applications and services that routinely start within one minute after the Windows Desktop (XP and Vista only) appears. The “Let Windows manage the layout.ini file” applies only to Windows XP and Vista. When you select this option, Windows repositions the layout.ini files automatically during idle periods every three 92 PerfectDisk Settings days. It places these files in the first free space area that can accommodate them. Note: If the system is never idle long enough to trigger this activity, the layout.ini files will never be repositioned. The “Disable” option also applies only to Windows Vista and XP, and means that neither PerfectDisk nor Windows will manage the layout.ini files. The remaining options control how PerfectDisk itself behaves when you run the program, under the headings of Graphic User Interface (GUI) features, and Close button behavior: • A check next to “Show Splash Screen on start” turns on the PerfectDisk splash screen as the program loads. PerfectDisk checks this option by default when you install it. • A check next to “Show Space Management tab” causes the Space Management tab to appear on the tab bar at the top of the PerfectDisk display window. This tab makes tools available to clean up the Windows Recycle Bin and temporary files, to identify duplicate files, to examine space distribution for files and folders, and to report on file system activity and space consumption. PerfectDisk checks this option by default when you install it. • A check next to the “Show Active Directory management tab” causes the Active Directory tab to appear on the tab bar at the top of the PerfectDisk display window. This tab provides information about how to integrate and manage PerfectDisk using Active Directory Group Policy Objects, or GPOs. PerfectDisk leaves this option unchecked by default; it generally isn’t necessary for most users. • The “Close Button behavior” settings control what happens to PerfectDisk when a user clicks the close button at the upper right hand corner of the display window. If you select the radio button next to “Minimize to system tray”, PerfectDisk keeps running and minimizes to an icon in the Windows system tray. If you select the radio button next to “Exit PerfectDisk”, PerfectDisk ceases GUI operation and the program closes. Log Settings 93 PerfectDisk 10 User Guide Log Settings control where PerfectDisk writes log file entries as it works. If the check box next to “PerfectDisk log” is checked, PerfectDisk will record all entries within its own log file and make them visible by way of the View Log button in the Options area in the Control Bar. If the check box next to “Windows Application Event log” is checked, PerfectDisk will record all entries within the Windows Application Event log (and available using the Windows Event Viewer) under the Windows Logs: Application heading. In that log, look for or filter on PDEngine, PDAgent, and PDScanner in the Source field when searching for entries made by PerfectDisk. PerfectDisk checks both boxes by default during installation so that log information is available to the program itself, and through the Windows Event Viewer. In most cases, you should not need to alter this configuration. Auto Update 94 PerfectDisk Settings Auto Update governs how often PerfectDisk checks for updates to itself, and how it behaves when it finds updates. Under the “Install option” heading, you can choose one of the following behaviors by choosing a single radio button: • “Notify when update is available” will look for updates at the interval set in the “Check for Updates” area, but will only provide an on-screen notification that an update is available. You must download and install the update yourself if you choose this option. PerfectDisk selects this option by default. • “Always install updates when available” will look for updates at the interval set in the “Check for Updates” area, and will also download and install them automatically when it finds them. Update behavior is entirely automatic if you choose this option. • “Do not automatically check for updates” turns off PerfectDisk’s built-in update checker. If you choose this option, the “Check for Updates” area will also be greyed out and inaccessible as well. There are three fields in the “Check for Updates” area on this display: • The left most field reads “Every 4 weeks” by default and sets the frequency for update checks. Other options available in the pull down list for this field include checks every 1, 2, or 3 weeks. 95 PerfectDisk 10 User Guide • The center field reads “Sunday” by default and sets the day upon which update checks occur. Other options available in the pull down list for this field include the other days of the week. • The right most field reads “6:00:00 PM” by default and sets the time at which update checks occur. You can change the hour, minute, and second fields to any valid 12-hour clock setting, and the meridian value can be either AM or PM. The “Update server” area points to Raxco’s own Internet update server for your version of PerfectDisk by default in the URL Path field. You will normally change this value only if you operate your own update server, in which case you’ll replace the Raxco URL with one of your own choosing. Click the Proxy Settings button that appears in the Update server area at the lower left if you access the Internet via a Proxy server, to identify the Server name to use, and provide a Username and password to permit them to work through that server. Power Options PerfectDisk provides Power Options for the benefit of notebook PC users, who generally want to conserve power and avoid defragmentation unless plugged into a wall socket. By default on notebooks (identifying to PerfectDisk by selecting the Laptop or Notebook entry in the “Configure PerfectDisk for your computer” welcome screen following installation), all defragmentation activities cease while a notebook or laptop PC is running off battery power. For other types of PCs, PerfectDisk leaves both boxes unchecked by default. 96 PerfectDisk Settings AutoPilot Schedule This screen instructs PerfectDisk how it should behave when it misses scheduled defragmentation activities, or when the computer is in standby mode when some scheduled activity is supposed to occur. The “Computer off when scheduled” entry provides two options for missed activities: by default, PerfectDisk reschedules missed activities as shown above. You may elect to run missed schedules when the computer restarts; PerfectDisk recommends this setting for notebook or laptop PCs, especially those that see only periodic or infrequent use. The “Computer in standby when scheduled to run” allows users or administrators to indicate whether computers should be awakened from sleep, hibernation, or standby mode to run a scheduled activity when its start time is reached. By default, PerfectDisk will not awaken a computer in standby mode to perform such activities, as shown above. You may elect to wake the computer to perform the activity at the scheduled start time by selecting the “Wake computers from standby...” option. The final area on this display controls “StealthPatrol automatic defragmentation mode.” StealthPatrol enables PerfectDisk to monitor system activity and to initiate defragmentation passes whenever a PC has been idle for some minimum period. By default, PerfectDisk adjusts the minimum levels of kernel and user mode CPU activity used to define a system as idle, and observes the level of disk input/output (IO) activity that also constitutes idling. You can override PerfectDisk’s own built-in monitoring with your own settings by clicking the radio button next to “Use the following settings” after which you may also adjust kernel and user mode CPU as well as Disk IO thresholds from the values that PerfectDisk supplies by default. PerfectDisk does not recommend using this setting, however, except in cases where detailed 97 PerfectDisk 10 User Guide performance analyses have been conducted to set realistic thresholds based on system observation. If you set incorrect values, StealthPatrol may never initiate defragmentation or free space consolidation, or it may launch these tasks at inappropriate times. Removable Storage Use the Removable Storage page to enable defragmenting USB and firewire devices and flash drives. PerfectDisk works with drives that are formatted FAT16, FAT32, exFAT or NTFS. PerfectDisk defragments removable drives only if the external drive represents itself as a fixed hard drive. This is common with USB/Firewire and flash drives attached external drives. Please note that removable drives may use hardware or drivers that may not be fully compatible with Windows. Users should confirm that their hardware is on the Windows Hardware Compatibility List. Go to http://support.microsoft.com/kb/131900 for more information. Care should be taken to ensure that removable drives are not accidentally ejected or unplugged while being defragmented. Most USB drive vendors provide drivers specific to their drives and recommend that these drivers be used instead of the generic Windows USB Mass storage driver. Microsoft also recommends in many cases that Write Caching be disabled for external drives. PerfectDisk by default does not display media connected by a USB or Firewire connection since even though these devices represent themselves as a fixed hard drive, they may not support 98 PerfectDisk Settings defragmentation. Prior to defragmenting these devices, you need to check with the USB/firewire device manufacturer if the defragmentation is supported on these devices. By default, PerfectDisk does not list hard disks connected via USB and Firewire in its drive lists, nor does it include Flash Drives in those listings. You can override this default through the PerfectDisk Welcome screen labeled “Configure PerfectDisk for your computer,” which includes the same check boxes and text shown above, or those settings may be elected here. In general, it makes sense to disable write caching for removable drives (most Windows operating systems do so by default, but you can check status for individual drives in Device Manager by checking the Policies tab in the Device Properties window, as in the image below). System Resource Priority 99 PerfectDisk 10 User Guide This is the setting where you can manage PerfectDisk CPU and I/O priorities when the program runs alongside other applications and services on a PC. By default, PerfectDisk runs at normal CPU priority (identical to the Process Priority settings in Task Manager for PDAgent.exe, PDEngine.exe, PDScanner.exe, PerfectDisk.exe, and so forth). If you wish to give PerfectDisk higher priority (and ensure quicker completion times) select the Above normal entry in the CPU Priority area instead; if you wish to give other processes preferential treatment, select Below normal. The “Disk I/O” area is where you can instruct PerfectDisk to monitor and react to or ignore other ongoing disk activity on the system where it’s running. PerfectDisk selects this option by default so that it will slow down on its own I/O whenever other processes are engaged in substantial I/O. Although this will slow down completion of PerfectDisk’s activities, it will permit other processes to complete their tasks more quickly. In Windows, the Volume Shadow Copy Service (VSS) provides access to previous versions of files, supports various types of backup activity, enables creation of stable snapshots of open files, and provides the mechanism for creating Restore Points. For Windows Vista and Server 2008, VSS copies reside in the %systemdrive%\System Volume Information directory and may not be defragmented or moved from their on-disk locations. That’s why PerfectDisk always includes these files on its Excluded Files list for those operating systems, and why it leaves such files alone on disk. For older Windows versions, PerfectDisk can defragment them at boot time or if the drive can be locked for offline operation. 100 PerfectDisk Settings Normally, NTFS volumes get formatted using 4KB (4,096 byte) cluster sizes. Defragmenting files on a drive with shadow copies can cause older snapshots or Restore Points to be purged, simply through the act of moving files from one on-disk location to another. That’s why the PerfectDisk default is set to defragment files in VSS compatible mode to avoid this phenomenon. If problems with shadow copies occur on key drives on a system, you may elect to turn off defragmentation altogether, by selecting the item in the VSS defragmentation area labeled “Do not defragment/Stop if any shadow copies exist.” On drives where cluster sizes are 16KB (16,384 bytes) or larger, VSS compatible mode is not required; in that case you can select the “Defragment normally” option. File Types This PerfectDisk Settings display allows users to add or modify the various Windows file extensions that PerfectDisk users to identify specific files by type. In turn, this controls the composition of the pie chart that appears in the PerfectDisk Statistics File Types display in the program’s Defragmentation tab. Here’s an example: 101 PerfectDisk 10 User Guide To create this display, which features a noticeable “User Defined” segment in yellow at center right in the pie chart, we removed the .vbs (Visual Basic), .js (JavaScript), .wsf (Windows Script Files), .wsc (Windows Scripting Component), .com (Windows command file), .ocx (Windows ActiveX control), and .sys (Windows system files) elements from the default programs definition, and pasted them into User Defined definition instead. You can do likewise with any of the predefined lists supplied by default for PerfectDisk, or add your own extensions as you see fit. You can restore the original definitions at any time by clicking the Restore All Defaults button in the lower right hand corner of this display panel. Duplicate Search Settings When PerfectDisk searches for duplicated files as a part of its Space Management capabilities, it automatically excludes certain directories from that search by default in the program. You can view 102 PerfectDisk Settings these defaults by scrolling though the list shown in the exclusion list above. You may add other directories to exclude by clicking the Add button, and then selecting directories one at a time in the mini-Explorer interface that appears in response to that button. You can highlight individual excluded entries in the existing list, and then click Remove to remove them, or clear the list entirely by clicking the Remove All button. You can restore the original defaults for your system at any time by clicking the Restore Defaults button at the lower right corner of this display panel. As you use the Duplicates Finder in PerfectDisk Space Management, you will come across directories where duplication is inevitable and where you probably should not remove duplicates. For example, in a collection of drivers from the same vendor, you will invariably find duplicated support files (installers, help, end-user agreements, and so forth). You should probably leave these files alone. You can note these directories as you look at the results presented in the Duplicate Files Found window, and then open this display panel in the PerfectDisk Settings to exclude them by working your way through the Explorer interface when you click the Add button. By default, all new entries appear at the bottom of the exclude list. So if you want to modify settings (perhaps to unclick the Subfolders checkbox that is selected by default for drive folders) please scroll to the bottom of the list to find those entries. For more defragmentation coverage, please consult the following help items: • A Defragmentation Primer • PerfectDisk’s Defragmentation Algorithms • Analyzing Disk Drives • Working with Selected Files • Working with System Files 103 PerfectDisk Log View PerfectDisk Log View When you click the View Log button in the Options area on the PerfectDisk Control Bar, this opens the program’s Log View window Log View Window The Log View window shows information that various runtime modules log to the PerfectDisk log file. Reporting modules can include PDEngine.exe (the PerfectDisk online defragmentation program) and PDAgent.exe (the PerfectDisk scheduling service). Here’s a snapshot with a typical collection of log entries: 105 PerfectDisk 10 User Guide When a log file entry includes a plus (+) sign it is usually a statistics record (Event ID 36), where clicking that plus sign expands the level of detail visible in the log display. Here’s another snapshot with the topmost statistics record expanded to show available details. This information is a subset of the information available in the Statistics pane from PerfectDisk after pressing the Analyze button, and completing a drive analysis. The key information fields report on the total number of fragmented files before and after the last defragmentation, the total number of excess fragments, the fragmentation percentages before and after, and a brief recommendation statement as to any additional use of PerfectDisk that may be indicated (SMARTPlacement, Consolidate Free Space, and so forth). After using the PerfectDisk Scramble.exe utility on a test drive to create numerous fragments intentionally and widely scattered, small amounts of contiguous free space (look for this in the Updates and Downloads area under www.perfectdisk.com/support), you can see a Smart Placement recommendation in this statistics entry: 106 PerfectDisk Log View Log View Best Practices You can turn to PerfectDisk log files when you need information about defragmentation results, status of the PerfectDisk Scheduler, and completion/miss status on scheduled defragmentation runs. The Save As button in the Log View window lets you save log file contents as a plain text file, as shown here: 107 PerfectDisk 10 User Guide You can save or print this information for later re-use, or import it into other programs (such as business process management dashboards, network management systems, and so on) to provide drive health and utilization information. For more defragmentation coverage, please consult the following help items: • A Defragmentation Primer 108 • PerfectDisk’s Defragmentation Algorithms • Analyzing Disk Drives • Working with Selected Files • Working with System Files Scheduling Defragmentation Scheduling Defragmentation Scheduling defragmentation tasks in PerfectDisk brings unparalleled efficiency, flexibility, and scalability to your working environment. You have the power to create, enable, edit, disable and delete defragmentation schedule profiles and create templates or reuse existing templates distributed across several machines on your network. PerfectDisk also enables you to automate, control and schedule defragmentation tasks remotely to help lighten your administrative workload. With PerfectDisk’s integrated scheduler, remote connectivity, exclusive StealthPatrol™ and screen saver methods, defragmenting your home office or enterprise environment has never been easier, more efficient or more effective. What is PerfectDisk Scheduling? Scheduling allows PerfectDisk to start the defragmentation process automatically according to the date(s) and time(s) you specify. You can use schedules whenever you need to start the defragmentation without manual intervention, making the defragmentation process more efficient and with little to no user interaction. Once you have determined the best defragmentation schedule for your system, you can easily schedule PerfectDisk to perform unattended defragmentation tasks. Read the related topics for a more complete perspective on how PerfectDisk scheduling best suits your needs. Related Topics • • • • • • • • • Types of Schedules Scheduling Options Creating a Schedule Deleting a Schedule Enabling a Schedule Disabling a Schedule Running a Schedule Creating a Schedule Template Saving a Schedule Template PerfectDisk Schedule Types Scheduling PerfectDisk defragmentation has never been easier. PerfectDisk supports six different types of scheduling options (depending on your version of PerfectDisk), enabling you to create, enable, delete, disable and start schedules locally and remotely. Furthermore, your you can drive your PerfectDisk schedules with Group Policy settings for tight integration with Active Directory networks or Exchange 109 PerfectDisk 10 User Guide Server datastore needs and VMWare virtual machines (only available in PerfectDisk for Exchange and PerfectDisk for VMWare, respectively). PerfectDisk supports six types of schedules: Local schedule – The PerfectDisk client software uses this type to defragment drives on your local computer or a remote computer connected via PerfectDisk. Network schedule – This option is identical to the local schedule, but instead of placing the schedule on a single computer, the schedule is copied to the registries of many computers. You can manage this option through PerfectDisk Enterprise Console. Refer to PerfectDisk Enterprise Console Help for more information. Group Policy schedule – You can create a schedule for Active Directory using the PerfectDisk Administrative Template. PerfectDisk supports up to five different Group Policy schedules on any given computer. These schedules may only be created, deleted and change from within Active Directory. Exchange Data Store Schedule – This option is available only in versions of PerfectDisk that support Exchange. It allows you to select one or several Exchange data stores and perform offline compaction to recover disk space on your Exchange server. Refer to Creating a Schedule for Exchange Data Store for more information. Virtual Computer One Time – This option is available only in PerfectDisk for VMWare, and lets you schedule a one-time defragmentation task at a specific date and time for a designated virtual machine on a system running some form of VMWare. Virtual Computer Weekly – This option is also available only in PerfectDisk for VMWare, and lets you schedule a weekly defragmentation task for a specific time on a designated day of the week. See the related topics for further guidance in using PerfectDisk schedules. Related Topics 110 • PerfectDisk AutoPilot Schedule Options • Creating a Schedule • Deleting a Schedule • Enabling a Schedule • Disabling a Schedule • Running a Schedule Scheduling Defragmentation PerfectDisk AutoPilot Schedule Options The PerfectDisk Client supports the Local Schedule type used to defragment drives on your local computer or for a remote computer connected via PerfectDisk. The Local Schedule type offers the following schedule options: One-Time Schedule – Schedules used to perform defragmentation passes only once. This option should be used if you want to execute a defragmentation pass only once at a later specified time, such as the middle of the night or early morning hours when there is little workload. Daily Schedule – Schedules used to perform defragmentation passes on a daily basis. The interval between passes may be one or several days. You should use this option whenever you want to schedule regular defragmentation passes more than once a week. Weekly Schedule – Schedules used to perform defragmentation passes on a weekly basis. The interval between defragmentation passes may be one more days over the course of several weeks. You should use this option whenever you want to schedule regular defragmentation passes once or more per week and/or every several weeks. Screen Saver Schedule – (Professional versions of Windows only) Schedules used to defragment drive(s) automatically whenever the computer screen saver kicks in and the computer has not been defragmented in some user-definable number of days. The Screen Saver Schedule only applies to the Online Defragmentation method. StealthPatrol Schedule – Automatic scheduling initiated through PerfectDisk’s exclusive StealthPatrol technology to optimize your drive(s) whenever the system is idle. You may specify the period between optimizing runs, the number of minutes to wait after Windows goes idle, and disable optimization when certain programs are currently running. Note: Screen Saver and StealthPatrol schedules will take priority over manual or scheduled defragmentation passes if they are already active when a scheduled task’s time slot comes up. Otherwise, regular schedules will proceed as they normally would. Schedules work according to these priorities: 1. User initiates a manual defragmentation task. 2. Defined schedules (one time, daily, weekly, Exchange, VMWare) 3. Screensaver schedule 4. StealthPatrol If you have enabled StealthPatrol, a Screensaver schedule will still run whenever the system screensaver is activated. See the related topics for further guidance in using PerfectDisk schedules. 111 PerfectDisk 10 User Guide Related Topics • Creating a Schedule • Deleting a Schedule • Enabling a Schedule • Disabling a Schedule • Running a Schedule Creating a Schedule Creating a Schedule You can schedule a defragmentation pass by using PerfectDisk’s Schedule Wizard, which allows you to create a schedule for a single local computer or a remote computer connected via PerfectDisk. Note: Although PerfectDisk can be started while other disk activity is occurring, the best defragmentation performance is realized when disk activity (creating, modifying or removing files) is minimized. You can create any one of the following schedules: One-Time Schedule Daily Schedule Weekly Schedule Screen Saver Schedule StealthPatrol Schedule Exchange Schedule VMWare Schedule PerfectDisk also enables you to create schedules from an existing template and save schedule templates as necessary. See the subsequent sub-headings and related help topics for more information on manipulating schedules. See the related topics for further guidance in using PerfectDisk schedules. Related Topics 112 • PerfectDisk AutoPilot Schedule Options • Deleting a Schedule • Enabling a Schedule • Disabling a Schedule Scheduling Defragmentation • Running a Schedule Creating a One-Time Schedule Use one-time schedules to perform defragmentation passes only once. This option is useful when you want to execute a defragmentation pass once at a later specified time, such as the middle of the night or early morning hours when there is little workload activity. To create a one-time schedule, proceed through the following steps: 1. Open PerfectDisk. 2. Switch to the AutoPilot mode by choosing the AutoPilot tab from the tab bar. Alternatively, in Defragmentation mode navigate to the Available Drive List and under the Next Run column select the Change option. 3. In AutoPilot mode, click the One Time tool from the tool bar as shown: The Schedule Wizard window opens to create a One-Time Schedule, as shown below: 4. Enter a unique name for the schedule. The Existing Schedules section of this window shows any previously created schedules on your machine. 113 PerfectDisk 10 User Guide 5. Click the Next button. The Select Drives page opens as shown below: 6. Select the drive(s) you want to defragment (by default, all drives are selected). You can specify one or several disks as necessary. You also see three defragmentation options: Defragment drives one after another (in series) – In general, defragmenting the drives one after another is faster and has a lower impact on computing resources (CPU and memory). Defragmentation drives at the same time (in parallel) – Parallel selection is useful when your machine has multiple physical drives. Auto Detection (let PerfectDisk decide for you) – This is the default option. PerfectDisk will decide the best defragmentation sequence for your drive. 7. Click Next to open the Defragmentation Method dialog, as shown below: 114 Scheduling Defragmentation 8. You may now select among the various defragmentation methods: reclaim free space, online, offline or all three. If both online and offline defragmentation methods are selected, the online files are defragmented after the offline portion completes. Each method is described as follows: Reclaim Free Space before defragmentation – This option is new in PerfectDisk 10 and enables you to achieve greater defragmentation results by eliminating wasteful recycle bin contents and temporary files. Defragment files – Choose this for scheduling online defragmentation, which implicitly excludes system files. This option is enabled by default, and you should use this option for whenever files can be processed and relocated while the system is online. Offline Defragmentation of system files – Check this box to defragment file types that cannot be relocated while Windows is running. These files may include directories, system files and the page file. See Offline File Types for more detailed information. Note: if you select this option, PerfectDisk will first try to perform an offline defragmentation of the locked volume. If that fails, PerfectDisk will reboot the computer so it can perform a boot time defragmentation. First, select the type of online defragmentation file placement strategy you wish to take. Next, if you select the Offline Defragmentation of System Files option, then you may also select to Override the Drive Properties of Notebook Settings check box. If you choose this override option then all directories, the Master File Table, metadata, hibernate and page file check boxes become active. Any selections you make here 115 PerfectDisk 10 User Guide override selections made in the Drive Properties window’s Offline Settings node. If this option is not selected, then those settings remain unaffected and remain valid during the defragmentation period. 9. Click Next. The Time and Date page appears, as shown below: 10. Enter a date, time and maximum duration of line passes (in hours) when you want the defragmentation pass to initiate. You may also check the box indicating that Windows should shutdown when defragmentation completes (applies to workstation versions of Windows only). Windows Server versions entirely ignore this option. Note: You’ll see that the schedule start date and time must be set in the future. Otherwise, the Finish button remains shaded and you may only go back or cancel from here. Let’s evaluate each option as it appears in turn below: 116 Calendar – Select a date. By default, the current date is selected. Start Time – Enter a time when the defragmentation pass will start. Maximum Duration – Enter the maximum amount of time this defragmentation should take in hours (online passes only). If left blank (or set to 0), the defragmentation pass continues to completion. This option enables you to terminate the defragmentation pass at any given time if it hasn’t completed. When you schedule an overnight defragmentation pass, you may want to set the maximum duration to ensure that the pass stops before any Scheduling Defragmentation co-workers need the computer in the morning. You can also use this option to avoid conflicts with other scheduled system tasks. Note: The Maximum Duration option does not apply to offline defragmentation passes. On Windows workstation versions, checking the ”Shutdown when complete” option halts the computer upon completion of the defragmentation pass. However, if a user is currently logged on at that time, PerfectDisk displays an error message giving that user five minutes to save any necessary data. At this point, the user may also abort the shutdown process by clicking Stop Shutdown or force an instant shutdown by clicking Shutdown Now. On Windows 2000, you can abort this process from the PerfectDisk application by clicking the Stop Shutdown button on the AutoPilot tab tool bar. 11. Click Finish. You’ll see the one-time schedule in the Schedule List section, as you see below: The Schedule List section displays the following information: Name – The unique name you assigned to the schedule. Type – The schedule’s frequency: once, daily, weekly, screen saver or automatic. Last Run – The date and time when the schedule last ran. Next Run – The start date and time of the next scheduled defragmentation. Disabled – The schedule’s disabled status. 117 PerfectDisk 10 User Guide Reclaim Free Space – If reclaim free space option is set during schedule creation, it shows the scheduled clearing of Windows’ recycle bin and temporary files in the bottom. Defragment – The scheduled defragmentation type is shown in the bottom. See the related topics for further guidance in using PerfectDisk schedules. Related Topics • PerfectDisk Schedule Options • Creating a Schedule from a Template • Saving a Schedule Template • Editing a Schedule Creating a Daily Schedule You can use daily schedules to perform defragmentation passes more frequently than any other scheduling option. The interval between passes may be one or several days. Use this option if you want to schedule a regular defragmentation pass more than once a week. To create a daily schedule, follow these procedures: 1. Open PerfectDisk. 2. Switch to the AutoPilot mode by choosing the AutoPilot tab from the tab bar. Alternatively, in Defragmentation mode you can navigate to the Available Drive List and under the Next Run column select the Change option. 3. In AutoPilot mode, click the Daily tool from the tool bar as shown below: The Schedule Wizard window opens to create a Daily Schedule, as shown below: 118 Scheduling Defragmentation 4. Enter a unique name for the schedule and click Next. The Select Drives window appears, as shown below: 5. Select the drives to be defragmented. By default, the All Drives option is selected. You can also specify one, several or all drives to be defragmented. You’re also given three defragmentation options: 119 PerfectDisk 10 User Guide Defragment drives one after another (in series) – In general, defragmenting the drives one after another is slower and has less of an impact on computing resources (CPU and memory). Defragment drives at the same time (in parallel) – Parallel selection is useful when your machine has multiple physical drives. Auto Detection (let PerfectDisk decide for you) – This is the default option. PerfectDisk will decide the best defragmentation sequence for your drive. 6. Click Next. The Defrag Method window appears, as shown below: 7. You may now select among the various defragmentation methods: reclaim free space, online, offline or all three. If both online and offline defragmentation methods are selected, the online files are defragmented after the offline portion completes. Each method works as follows: 120 Reclaim Free Space before defragmentation – This option is new in PerfectDisk 10 and enables you to achieve greater defragmentation results by eliminating wasteful recycle bin contents and temporary files. Defragment files – Choose this for scheduling online defragmentation, which implicitly excludes system files. This option is enabled by default, and you should use this option for whenever files can be processed and relocated while the system is online. Offline Defragmentation of system files – Check this box to defragment file types that cannot be relocated while Windows is operational. These files may Scheduling Defragmentation include directories, system files and the page file. See Offline File Types for more detailed information. Select a type of online defragmentation file placement strategy to take. If you select the Offline Defragmentation of System Files option, then you may also select to Override the Drive Properties of Notebook Settings check box. If you choose this override option then all directories, the Master File Table, metadata, hibernate and page file check boxes become active. Any selections you make here override selections made in the Drive Properties window’s Offline Settings node. If this option is not selected, then those settings remain unaffected and remain valid during the defragmentation period. 8. Click Next. The Time and Date page appears, as shown below: 9. Enter a date, time and maximum duration of line passes (in hours) when you want the defragmentation pass to initiate. You may also check the box indicating that Windows should shut down when defragmentation completes (applies to workstation versions of Windows only). Windows Server versions entirely ignore this option. Note: You’ll see that the schedule start date and time must be set in the future. Otherwise, the Finish button remains shaded and you may only go back or cancel from here. Let’s look at each option: Calendar – Select a date. By default, the current date is selected. Start Time – Enter a time when the defragmentation pass will start. 121 PerfectDisk 10 User Guide Maximum Duration – Enter the maximum amount of time this defragmentation should take in hours (online passes only). If left blank (or set to 0), the defragmentation pass continues to completion. This option enables you to terminate the defragmentation pass at any given time if it hasn’t completed. When you schedule an overnight defragmentation pass, you may want to set the maximum duration to ensure that the pass stops before any co-worker need the computer in the morning. Additionally, you can use this option to avoid conflicts with any other scheduled system tasks. Frequency – Select the daily defragmentation frequency. For example, you can specify that defragmentation recurs every two days or every three weeks. You may also specify whether defragmentation occurs only on the weekdays or during the weekends. Note: This option does not apply to any offline defragmentation passes. On Windows workstation versions, checking the “Shutdown when complete” option halts the computer upon completion of the defragmentation pass. However, if a user is currently logged on at that time, PerfectDisk displays an error message giving that user 5 minutes to save any necessary data. At this time, the user may also abort the shutdown process by clicking Stop Shutdown or force an instant shutdown by clicking Shutdown Now. On Windows 2000, you can abort this process from the PerfectDisk application by clicking the Stop Shutdown button on the AutoPilot tab tool bar. 10. Click Finish. You’ll see the one-time schedule in the Schedule List section, as in the example below: 122 Scheduling Defragmentation The Schedule List section indicates the following information: Name – The unique name you assigned to the schedule. Type – The schedule’s frequency: once, daily, weekly, screen saver or automatic. Last Run – The date and time when the schedule last ran. Next Run – The start date and time of the next scheduled defragmentation. Disabled – The schedule’s disabled status. Reclaim Free Space – If reclaim free space option is set during schedule creation, it shows the scheduled clearing of Windows’ recycle bin and temporary files in the bottom. Defragment – The scheduled defragmentation type is shown in the bottom. See the related topics for further guidance in using PerfectDisk schedules. Related Topics • PerfectDisk Schedule Options • Creating a Schedule from a Template • Saving a Schedule Template • Editing a Schedule Creating a Weekly Schedule You may create schedules to perform defragmentation on a weekly basis. The interval between passes can be one or several weeks. Use this option only where you intend to schedule defragmentation on a weekly or semi-weekly basis. To create a weekly schedule, follow these steps: 1. Open PerfectDisk. 2. Switch to the AutoPilot mode by choosing the AutoPilot tab from the tab bar. Alternatively, in Defragmentation mode navigate to the Available Drive List and under the Next Run column select the Change option. 3. In AutoPilot mode, click the Weekly tool from the tool bar as shown below: 123 PerfectDisk 10 User Guide The Schedule Wizard window opens to create a Weekly Schedule, as shown below: 4. Enter a unique name for the schedule and click Next. The Select Drives dialog appears, as shown below: 124 Scheduling Defragmentation 5. Select the drives to be defragmented. By default, the All Drives option is selected. You can also specify one, several or all drives to be defragmented. You’re also given three defragmentation options: Defragment drives one after another (in series) – In general, defragmenting the drives one after another is slower and has a lower impact on computing resources (CPU and memory). Defragmentation drives at the same time (in parallel) – Parallel selection is useful when your machine has multiple physical drives. Auto Detection (let PerfectDisk decide for you) – This is the default option. PerfectDisk will decide the best defragmentation sequence for your drive. 6. Click Next. The Defrag Method dialog appears, as shown below: 125 PerfectDisk 10 User Guide 7. You may now select among the various defragmentation methods: reclaim free space, online, offline or all three. If both online and offline defragmentation methods are selected, the online files are defragmented after the offline portion completes. Each method is described as follows: Reclaim Free Space before defragmentation – This option is new in PerfectDisk 10 and enables you to achieve greater defragmentation results by eliminating wasteful recycle bin contents and temporary files. Defragment files – Choose this for scheduling online defragmentation, which implicitly excludes system files. This option is enabled by default, and you should use this option for whenever files can be processed and relocated while the system is online. Offline Defragmentation of system files – Check this box to defragment file types that cannot be relocated while Windows is operational. These files may include directories, system files and the page file. See Offline File Types for more detailed information. Select a type of online defragmentation file placement strategy to take. If you select the Offline Defragmentation of System Files option, then you may also select to Override the Drive Properties of Notebook Settings check box. If you choose this override option then all directories, the Master File Table, metadata, hibernate and page file check boxes become active. Any selections you make here override selections made in the Drive Properties window’s Offline Settings node. If this option is not selected, then those settings remain unaffected and remain valid during the defragmentation period. 126 Scheduling Defragmentation 8. Click Next. The Time and Date page appears, as shown below: 9. Enter a date, time and maximum duration of line passes (in hours) when you want the defragmentation pass to initiate. You may also check the box indicating that Windows should shutdown when defragmentation completes (applies to workstation versions of Windows only). Windows Server versions entirely ignore this option. Note: You’ll see that the schedule start date and time must be set in the future. Otherwise, the Finish button remains shaded and you may only go back or cancel from here. Note also that you must select one or more days under the Select Days label. Let’s have a look at each option: Calendar – Select a date. By default, the current date is selected. Start Date – Enter a date when the defragmentation pass will start. Start Time – Enter a time when the defragmentation pass will start. Maximum Duration – Enter the maximum amount of time this defragmentation should take in hours (online passes only). If left blank (or set to 0), the defragmentation pass continues to completion. This option enables you to 127 PerfectDisk 10 User Guide terminate the defragmentation pass at any given time if it hasn’t completed. When you schedule an overnight defragmentation pass, you may want to set the maximum duration to ensure that the pass stops before any co-worker need the computer in the morning. Additionally, you can use this option to avoid conflicts with any other scheduled system tasks. Frequency – Select the weekly defragmentation frequency. For example, you can specify that the defragmentation pass recurs every two weeks. Note: This option does not apply to any offline defragmentation passes. On Windows workstation versions, checking the shutdown option halts the computer upon completion of the defragmentation pass. However, if a user is currently logged on at that time, PerfectDisk displays an error message giving that user 5 minutes to save any necessary data. At this time, the user may also abort the shutdown process by clicking Stop Shutdown or force an instant shutdown by clicking Shutdown Now. On Windows 2000, you can abort this process from the PerfectDisk application by clicking the Stop Shutdown button on the AutoPilot tab tool bar. 10. Click Finish. You’ll see your new weekly schedule in the Schedule List section, as you see below: The Schedule List section indicates the following information: 128 Name – The schedule’s name entry. Type – The schedule’s frequency: once, daily, weekly, screen saver or automatic. Scheduling Defragmentation Last Run – The date and time when the schedule last ran. Next Run – The start date and time of the next scheduled defragmentation. Reclaim Free Space – The scheduled clearing of Windows’ recycle bin and temporary files. Defragment – The scheduled defragmentation type. Disabled – The schedule’s disabled status. See the related topics for further guidance in using PerfectDisk schedules. Related Topics • PerfectDisk Schedule Options • Creating a Schedule from a Template • Saving a Schedule Template • Editing a Schedule Creating a Screen Saver Schedule A Screen Saver Schedule is available only to Professional versions of Windows. This enables you to have PerfectDisk automatically defragment your drive(s) when the computer is idle, as indicated by the invocation of screensaver functionality, and when you haven’t defragmented the drive in a user-defined number of days. You achieve greater flexibility in scheduling defragmentation, but this option is only compatible with online defragmentation. To create a screensaver-initiated schedule, follow these steps: 1. Open PerfectDisk. 2. Switch to the AutoPilot mode by choosing the AutoPilot tab from the tab bar. Alternatively, in Defragmentation mode navigate to the Available Drive List and under the Next Run column select the Change option. 3. In AutoPilot mode, click the Screen Saver tool from the tool bar as shown below: 129 PerfectDisk 10 User Guide The Schedule Wizard to create a Screen Saver schedule appears. The Select Drives dialog is shown below: 4. Select the drives to be defragmented. By default, all drives are selected. 5. Click Next. The Defragmentation Method dialog appears as shown: 130 Scheduling Defragmentation 6. The Screen Saver Schedule is only available for online defragmentation. Select the type of Online File Placement Strategy you want to take. Your options are as follows: Defragment with SMARTPlacement – Raxco’s patented algorithm designed to optimally place the most frequently used and reused files on your system. SMARTPlacement organizes and groups frequently used files and data so that future defragmentation passes are less likely to move them again. Defragment without SMARTPlacement – Without SMARTPlacement file optimization, your fragmented files are simply defragmented and left as-is wherever they are located. A defragment only pass disregards your usage trends and space consolidation, and instead focuses on providing fast defragmentation. Consolidate Free Space – Defragment all files and consolidate free space, so you get the best of optimal file access and free space consolidation, without the usage trend analysis and optimal file placement of SMARTPlacement. 7. Click Next. The Minimum Period page appears, as shown: 8. Enter the daily threshold for the minimum period between defragmentation runs. PerfectDisk references this value to check against how many days expired since the last defragmentation occurred, and when the screen saver is active, the defragmentation begins. 131 PerfectDisk 10 User Guide 9. Click Finish. The created screen saver schedule is listed in the Schedule List pane as shown below: The Schedule List section indicates the following information: 132 Name – The unique name you assigned to the schedule. Type – The schedule’s frequency: once, daily, weekly, screen saver or automatic. Scheduling Defragmentation Last Run – The date and time when the schedule last ran. Next Run – The start date and time of the next scheduled defragmentation. Disabled – The schedule’s disabled status. Reclaim Free Space – If reclaim free space option is set during schedule creation, it shows the scheduled clearing of Windows’ recycle bin and temporary files in the bottom. Defragment – The scheduled defragmentation type is shown in the bottom. See the related topics for further guidance in using PerfectDisk schedules. Related Topics • PerfectDisk Schedule Options • PerfectDisk Schedule Types • Creating a Schedule from a Template • Saving a Schedule Template • Editing a Schedule Creating a StealthPatrol Schedule Automatic defragmentation scheduling is possible through PerfectDisk’s exclusive StealthPatrol™ technology, which optimizes your drive whenever the system becomes idle. An automatic defragmentation schedule affords you the flexibility to invoke a defragmentation pass when Windows is idle. By default, automatic defragmentation does not initiate whenever the system has been defragmented within the past three days. It is possible for StealthPatrol to run even if someone is using a machine because we use CPU and Disk I/O thresholds to determine if the machine is busy or not. A user might be surfing the Web, for example, but as long as system resource usage remains beneath the thresholds a defragmentation can still run silently in the background. You can change the number of days to wait between automated passes, set the number of minutes that Windows must remain idle before triggering the defrag, and specify a list of applications to check status on prior to processing a drive. Whenever an application on that list is running, the drive optimization will not take place. This feature ensures that defragmentation does not interfere with the operation of any critical applications and incur performance degradation as a result. Note: Automatic schedules are only available for online defragmentation. To configure an automated StealthPatrol schedule, follow these steps: 1. Open PerfectDisk. 133 PerfectDisk 10 User Guide 2. Switch to the AutoPilot mode by choosing the AutoPilot tab from the tab bar. Alternatively, in Defragmentation mode navigate to the Available Drive List and under the Next Run column select the Change option. 3. In AutoPilot mode, click the Screen Saver tool from the tool bar as shown below: The Schedule Wizard to create a StealthPatrol Schedule appears. The Select Drives window is the first step, as shown below: 4. Select the drive(s) where you’d like the automated schedule to begin optimizations. You can select one, several or all drives (enabled by default) from this list. 5. Click the Next button. You will see the Defrag Method page of the Schedule Wizard, as shown below: 134 Scheduling Defragmentation 6. Three options are available: Defragment with SMARTPlacement – Raxco’s patented algorithm is designed to optimally place the most frequently used and reused files on your system. SMARTPlacement organizes and groups frequently used files and data so that future defragmentation passes are less likely to move them again. Defragment without SMARTPlacement – Without SMARTPlacement file optimization, your fragmented files are simply defragmented and left as-is wherever they are located. A defragment-only pass disregards your usage trends and space consolidation, and instead focuses on providing fast defragmentation. Consolidate Free Space – Defragment all files and consolidate free space, so you get the best of optimal file access and free space consolidation, without the usage trend analysis and optimal file placement of SMARTPlacement. By default, the recommended SMARTPlacement method is selected. 7. Click the Next button. The Minimum Period dialog appears as shown: 135 PerfectDisk 10 User Guide 8. Specify the number of days between defragmentation runs in the field marked Period (days). By default, this entry is 5 days. 9. Specify the number of minutes to wait for Windows to remain idle before initiating the defragmentation pass in the field marked Idle (minutes). By default, this entry is 5 minutes. 10. In the field labeled Do not defragment when the following programs are running, add any desired applications to this list. Click the Add button and select the application(s) to include. To remove an application from this list, select that application’s entry and click Remove. The third and final button, Remove All, clears all applications from this list. 11. Click the Finish button. You will then finalize the creation of an automatic schedule for the selected drive(s). The main AutoPilot window displays all newly added schedules under the Schedule List section, as in the example below: 136 Scheduling Defragmentation See the related topics for further guidance in using PerfectDisk schedules. Related Topics • How does StealthPatrol know when my computer is idle? • PerfectDisk Schedule Types • Creating a Schedule from a Template • Saving a Schedule Template • Editing a Schedule Creating an Exchange One Time schedule PerfectDisk for Exchange assists you in scheduling maintenance tasks for your busiest Exchange data stores. You may create one-time or weekly schedules with simple configuration like any other PerfectDisk scheduling task. PerfectDisk for Exchange provides a new panel under the AutoPilot Scheduling tab called Create New Exchange Schedule, where you can find the Exchange One Time tile. To create an Exchange one-time schedule, follow these steps: 1. Open PerfectDisk. 2. Select the AutoPilot Scheduling tab. 137 PerfectDisk 10 User Guide 3. Click the Exchange One Time tool on the Create New Exchange Schedule panel. The Exchange One Time window appears as shown below: 4. Enter a Schedule Name for your new Exchange One Time schedule and click Next. 5. Select your Data Stores and click Next. 138 Scheduling Defragmentation By default the All Data Stores option is selected. You may make individual selections by clicking Select the Data Stores you would like to compact/defragment in this schedule and mark the appropriate check box for the Storage Group entry. 6. Select the Time and Date to run your new Exchange One Time schedule and click Finish. 7. Choose an appropriate date and time in the future and click Finish. 139 PerfectDisk 10 User Guide See the related topics for further information on PerfectDisk scheduling. Related Topics • • • • Creating an Exchange Weekly schedule Creating a Schedule from a Template Saving a Schedule Template Running a Schedule Creating an Exchange Weekly Schedule PerfectDisk for Exchange assists you in scheduling maintenance tasks for your busiest Exchange data stores. You may only create one-time or weekly schedules with simple configuration like any other PerfectDisk scheduling task. PerfectDisk for Exchange provides a new panel under the AutoPilot Scheduling tab called Create New Exchange Schedule, where you can find the Exchange Weekly tile. To create an Exchange weekly schedule, follow these steps: 1. Open PerfectDisk. 2. Select the AutoPilot Scheduling tab. 3. Click the Exchange Weekly tile on the Create New Exchange Schedule panel. The Exchange Weekly window appears as shown below: 140 Scheduling Defragmentation 4. Enter a Schedule Name for your new Exchange Weekly schedule and click Next. 5. Select your Data Stores and click Next. By default the All Data Stores option is selected. You may make individual selections by clicking Select the Data Stores you would like to compact/defragment in this schedule and mark the appropriate check box for the Storage Group entry. 141 PerfectDisk 10 User Guide 6. Select the Time and Date to run your new Exchange Weekly schedule and click Finish. See the related topics for further information on PerfectDisk scheduling. Related Topics • • • • Creating a One-Time Schedule Creating a Schedule from a Template Saving a Schedule Template Running a Schedule Creating a VMware One Time schedule PerfectDisk for VMware provides an extra panel to the AutoPilot Scheduling tab called Create Virtual Computer Schedule. On this panel, there are two tools: Virtual Computer One Time and Virtual Computer Weekly. These two items are your scheduling options for VMware environments. To schedule a one-time defragmentation run for a VMware guest, follow these steps: 1. Open PerfectDisk. 2. Select the AutoPilot Scheduling tab. 142 Scheduling Defragmentation The AutoPilot Scheduling main window opens. 3. Click the Virtual Computer One Time tool on the Create Virtual Computer Schedule panel. The Virtual Computer – One Time Schedule wizard appears. 4. Type the Schedule Name for your new Virtual One Time Schedule and click Next. 5. Make your virtual computer selections under Select Virtual Computers page and click Next. 6. Select the Time and Date to run your new VMWare One Time schedule and click Finish. Choose an appropriate future date and time to start your new schedule. See the related topics for further information on PerfectDisk scheduling. Related Topics Creating a VMware Weekly schedule • Creating a Schedule from a Template • Saving a Schedule Template Running a Schedule • • Creating a VMware Weekly schedule 143 PerfectDisk 10 User Guide PerfectDisk for VMware provides an extra panel to the AutoPilot Scheduling tab called Create Virtual Computer Schedule. On this panel there are two icons: Virtual Computer One Time and Virtual Computer Weekly. These two items are your scheduling options for VMware environments. To schedule a weekly defragmentation run for a VMware guest, follow these steps: 1. Open PerfectDisk. 2. Select the AutoPilot Scheduling tab. The AutoPilot Scheduling main window opens. 3. Click the Virtual Computer Weekly tool on the Create Virtual Computer Schedule panel. The Virtual Computer – Weekly Schedule popup dialog appears. 4. Type the Schedule Name for your new Virtual Weekly Schedule and click Next. 5. Make your virtual computer selections under Select Virtual Computers and click Next. 6. Select the Time and Date to run your new VMWare Weekly schedule and click Finish. Choose an appropriate future date and time to start your new schedule. See the related topics for further information on PerfectDisk scheduling. 144 Scheduling Defragmentation Related Topics • • • • Creating a VMware One Time schedule Creating a Schedule from a Template Saving a Schedule Template Running a Schedule Creating a Schedule from a Template PerfectDisk enables you to create schedules from a saved template through reuse, which is useful when you need to create several schedules to replicate across many machines on a network. You may save a template to a shared network folder for later reuse on all relevant computers. The saved schedule template facilitates the creation of new schedules whenever you provide a new schedule name. You may use this to create any type of schedule; however, you do need to provide some special criteria for the resulting schedule(s). For example, you can use the daily schedule template to create a weekly schedule, but you must provide the weekday criteria before finalizing the template. Using the daily, weekly or one-time schedules with Screen Saver or StealthPatrol schedule templates is incompatible and ineffective. Similarly, using Screen Saver and StealthPatrol schedule templates for creating daily, weekly and one-time schedule(s) has no effect. You can use Screen Saver and StealthPatrol to fabricate schedule templates only for those scheduling types. To create a schedule from an existing template, follow these steps: 1. Open PerfectDisk. 2. Switch to the AutoPilot mode by choosing the AutoPilot tab from the tab bar. Alternatively, in Defragmentation mode navigate to the Available Drive List and under the Next Run column select the Change option. 3. From AutoPilot mode, click any desired tool from the tool bar labeled Create New Schedule to create a schedule. For example, we’ll create a template based on the One Time schedule, as shown below: 145 PerfectDisk 10 User Guide 4. Click the Use saved Template link in the lower left corner of the left window pane, as indicated in the previous screen shot. A file browser window appears, as shown: Note: If you haven’t already created a template, then none may appear. In that case, you will have to save a template file first, and work from that point forward. 146 Scheduling Defragmentation 5. Locate and choose the schedule template that you want to use and click Open. The PerfectDisk schedule template uses a .pdt file extension. The template loads the information for the selected schedule in the Schedule Wizard. 6. Provide a new name for the schedule. 7. Provide any other necessary criteria where needed and click Finish to finalize your schedule template changes. When you use a saved template file for schedule creation, the new schedule will have all the same attributes as the template. However, you may change any attribute for the newly created schedule. See the related topics for further guidance in using PerfectDisk schedules. Related Topics • PerfectDisk Schedule Options • PerfectDisk Schedule Types • Creating a Schedule Template • Saving a Schedule Template • Editing a Schedule Saving a Schedule Template PerfectDisk enables you to save schedule templates for later reuse, which is useful whenever you must create several schedules for redistribution across many machines on a network. You may save a given template on a shared network folder and then reuse it for all applicable network computers. To save a schedule template, follow these steps: 1. Open PerfectDisk. 2. Switch to the AutoPilot mode by choosing the AutoPilot tab from the tab bar. Click any schedule type from the tool bar to create a new schedule. The Schedule Wizard dialog opens, as shown: 147 PerfectDisk 10 User Guide We’ll create an example daily schedule, but you may select whichever type you prefer. 3. Create a schedule by proceeding through each dialog, selecting the appropriate options to create your ideal schedule. Refer to Creating a Schedule for more information on schedule creation. 4. Upon reaching the final page, refrain from clicking the Finish button. Instead, click the entry in the lower left corner labeled Save this schedule as a template, as depicted below: 148 Scheduling Defragmentation 5. A file browser window appears, as shown below. Specify the file name and folder where you want to save this new template. 6. Click Save. The schedule template is automatically saved with a .pdt file extension. The resulting schedule template file is useful for creating new schedules; you will provide a new name for the new schedule. You may create any compatible type of schedule with this template, but you must first provide special criteria for the new schedule. For example, you can use the daily schedule template to generate a new weekly schedule but you must supply the weekday(s) before clicking Finish. For Screen Saver and StealthPatrol schedules, using a daily, weekly or one-time schedule template has no effect. Similarly, using Screen Saver and StealthPatrol schedules for creating daily, weekly and onetime schedules is ineffective. You may only use Screen Saver and StealthPatrol schedule templates to create those schedules. See the related topics for further guidance in using PerfectDisk schedules. Related Topics • PerfectDisk Schedule Options • PerfectDisk Schedule Types • Saving a Schedule Template • Editing a Schedule Running a Schedule 149 PerfectDisk 10 User Guide A schedule typically starts whenever your computer clock reaches a given start date and time threshold specified in the active schedule. However, you may manually start a schedule to run immediately through the following steps: 1. Open PerfectDisk. 2. Switch to the AutoPilot tab in the main tab bar. 3. Select the appropriate schedule and click the Run Now button as pictured below, or right-click the schedule entry and click Run Now. 4. The schedule initiates and there’s nothing more to do from here. Note: The Run Now option remains disabled and shaded gray until you have selected a schedule from the Schedule List. If you choose an incompatible schedule type such as Screen Saver, then the Run Now button remains inactive and no such entry appears in the right-click context menu. Related Topics • PerfectDisk Schedule Options • Creating a Schedule • Editing a Schedule • Deleting a Schedule • Disabling a Schedule Scheduling Defragmentation on a Remote Computer You may create schedules for a remote computer that already has PerfectDisk installed on it and is remotely accessible through a local PerfectDisk installation, provided you are logged into the local computer as an administrator. Note: This option is disabled in the standalone mode. See Pre-conditions for Connecting to the Remote Computer for further details. To schedule defragmentation on a remote computer, follow these procedures: 1. Open PerfectDisk. 2. Left-click the icon located in the upper-left corner, as depicted: 150 Scheduling Defragmentation 3. Click Connect to Another Computer. The PerfectDisk network connection dialog appears, as depicted below: 4. Follow the steps outlined in the Connecting to a Remote Computer help topic. 5. Begin creating schedules as described in the Creating a Schedule help topic. See the related topics for further guidance in using PerfectDisk schedules. Related Topics • • • Pre-conditions for Connecting to the Remote Computer PerfectDisk Schedule Types PerfectDisk Schedule Options Editing a Schedule PerfectDisk only allows you to edit a single schedule at a time. You may edit any of the properties of a schedule including its name, which can alternatively be performed through the renaming feature described in the Renaming a Schedule help topic. Note: You will create some schedules through PerfectDisk 10 Enterprise Console while managing a group of computers whereas you’ll create others by connecting remotely or through Active Directory. 151 PerfectDisk 10 User Guide You cannot edit those schedules by launching PerfectDisk locally, because only an Enterprise Console administrator can edit a schedule created in PerfectDisk 10 Enterprise Console. Likewise, you can only edit schedules created by remote access through PerfectDisk from wherever you remotely accessed that computer. Finally, you must use Active Directory to edit any schedules created by Active Directory. To edit a schedule, follow these steps: 1. Open PerfectDisk. 2. Switch to AutoPilot mode by selecting the AutoPilot tab from the tab bar. Alternatively, you may select the Change option from the Next Run column of the Available Drive List while in defragmentation mode. 3. Select a schedule for editing from the Schedule List in the AutoPilot main window. The properties for that schedule appear in the bottom of the Schedule Properties window. 4. Double-click a schedule from the list, or click the Edit entry from the tool bar. Alternatively, you may right-click a schedule and choose the Edit option as depicted below: 152 Scheduling Defragmentation The Schedule Wizard dialog appears. 5. You may change the name of a schedule in the Schedule Name page. However, this does not apply to Screen Saver and StealthPatrol scheduling options. When done, click Next. 6. You may now change the drives to defragment in the Drive Selection page. When you are finished, click Next. 7. You can change the defragmentation method in the Defragmentation Methods page. When you have completed this task, click Next. 8. You can modify the date, time, frequency and shutdown options of the schedule. 9. When you are done, click Finish. The schedule is saved with your new changes. See the related topics for further guidance in using PerfectDisk schedules. Related Topics 153 PerfectDisk 10 User Guide • • • • Creating a Schedule Enabling a Schedule Deleting a Schedule Disabling a Schedule Renaming a Schedule PerfectDisk makes renaming a schedule simple. PerfectDisk schedules must have unique names, and you may encounter a conflict with naming a new schedule where one already exists, but you want to keep both schedules around. To rename a schedule, follow these steps: 1. Open PerfectDisk. 2. Select the AutoPilot tab from the tab bar. 3. Choose the desired schedule from the Schedule List. 4. Locate the window pane titled Change Existing Schedule and click the Rename icon, as depicted in the following image: Note: Alternatively, you may right-click the selected schedule entry and click Rename. 5. The Schedule Wizard appears. Enter a new schedule name in the field entry labeled Enter a unique schedule name. 6. Click Finish. The dialog closes, saving the new name. See the related topics for further guidance in using PerfectDisk schedules. Related Topics 154 Scheduling Defragmentation • • • • Creating a Schedule Enabling a Schedule Deleting a Schedule Disabling a Schedule Disabling a Schedule PerfectDisk makes disabling an active schedule easy. There are times when you may wish to disable a schedule temporarily without preventing its future reuse. You may have PerfectDisk scheduled for a Screen Saver or StealthPatrol defragmentation run but neither schedule ever initiates because Windows screen saver fails to start or the system never reports a sufficient idle threshold. Upon analyzing the drive volume, you see that its fragmentation level requires PerfectDisk defragmentation to restore the busy system to an optimal performance level. You’ll have to disable any background schedules you’ve created (i.e., Screen Saver or StealthPatrol) otherwise they might conflict with your defragmentation run only to later enable it—preferably with more sensitive threshold values. To disable a schedule, follow these steps: 1. Open PerfectDisk. 2. Switch to the AutoPilot mode by choosing the AutoPilot tab from the tab bar. Alternatively, in Defragmentation mode navigate to the Available Drive List and under the Next Run column select the Change option. 3. Select the desired schedule from the Schedule List, locate the panel titled Change Existing Schedule and click the Disable icon, as depicted below: Alternatively, you may right-click the selected schedule entry and choose Disable. 4. The schedule is now disabled, which you can verify under the Disabled column (it will now say “Yes”) and in the Schedule Properties window next to the Starts entry. 155 PerfectDisk 10 User Guide See the related topics for further guidance in using PerfectDisk schedules. Related Topics • • • • Creating a Schedule Enabling a Schedule Deleting a Schedule Renaming a Schedule Enabling a Schedule PerfectDisk allows you to create, edit, delete and disable schedules created for your system(s). There may come a time when you want to temporarily disable a schedule from running and resume its functions later. To enable a schedule that was previously disabled, follow these steps: 1. Open PerfectDisk. 2. Switch to the AutoPilot mode by choosing the AutoPilot tab from the tab bar. Alternatively, in Defragmentation mode navigate to the Available Drive List and under the Next Run column select the Change option. 3. Select the desired schedule from the Schedule List, locate the panel titled Change Existing Schedule and click the Enable icon, as depicted below: Alternatively, you may right-click the selected schedule entry and choose Enable. 4. The schedule is now enabled, which you can verify under the Disabled column (it will now say “No”). See the related topics for further guidance in using PerfectDisk schedules. 156 Scheduling Defragmentation Related Topics • • • • Creating a Schedule Disabling a Schedule Deleting a Schedule Renaming a Schedule Deleting a Schedule When you no longer require a PerfectDisk schedule, you can easily delete it. You may encounter a schedule that is incorrect, redundant or just plain unnecessary, and wish to remove it permanently. To delete a schedule, follow these steps: 1. Open PerfectDisk. 2. Switch to the AutoPilot mode by choosing the AutoPilot tab from the tab bar. Alternatively, in Defragmentation mode navigate to the Available Drive List and under the Next Run column select the Change option. 3. Select the desired schedule from the Schedule List, locate the panel titled Change Existing Schedule and click the Delete icon, as depicted below: Alternatively, you may right-click the selected schedule entry and choose Delete. 4. A confirmation message appears as shown below: 157 PerfectDisk 10 User Guide 5. Click Yes to delete and the schedule is removed from the Schedule List pane. Related Topics • • • • Creating a Schedule Disabling a Schedule Deleting a Schedule Renaming a Schedule Configuring a Schedule to Run Under Special Conditions Configuring a Schedule to Run Under Special Conditions You can specify how PerfectDisk should respond when a computer is turned-off or in hibernation mode when a scheduled defragmentation is supposed to start. You can configure this in the AutoPilot Schedule area of the PerfectDisk Settings window. Configuring Defragmentation for when the Computer is Turned Off Over time, you will invariably encounter a time when the scheduled defragmentation pass is designated to start but the computer is turned off and preventing its execution. You can configure how PerfectDisk responds in such a case. To configure defragmentation settings when the system is off, follow these steps: 1. Open PerfectDisk. 2. Defragmentation should be selected. 3. Select the PerfectDisk Settings icon under the Options panel, as depicted below: 4. The PerfectDisk Settings dialog appears. Click the AutoPilot Schedule item from the left pane. The AutoPilot Schedule dialog appears as depicted below: 158 Scheduling Defragmentation Notice the field titled Computer off when scheduled: this section provides two options on how PerfectDisk should respond when the computer was turned off at the time of a scheduled run. Run missed schedules when the computer restarts – When selected, the defragmentation pass will start when the computer is restarted. The benefit is that even if the computer is off at night or it shuts down for maintenance, it won’t miss out on the scheduled defragmentation. The drawback is that the startup defragmentation can slow performance on some drives during the login process. Raxco Software has determined that computers most likely to be affected are laptop computers because they generally have slower drive speeds. Re-schedule defragmentation passes when missed – When selected, PerfectDisk simply reschedules the defragmentation pass if the computer was not running at the time. The advantage is that the user is will not experience performance issues when the system restarts. The disadvantage is that the defragmentation pass may never run if the user turns off the computer every night at that time. 5. Click OK for the changes to take effect. See the related topics for further guidance in using PerfectDisk schedules. Related Topics • Configuring Defragmentation for when the Computer is Hibernating 159 PerfectDisk 10 User Guide • • Creating a Schedule Running a Schedule Configuring Defragmentation for when the Computer is Hibernating Some computers—particularly laptops running on battery power—support wakeup from standby and hibernation sleep states. You can configure PerfectDisk to run a defragmentation pass on these computers. Standby and hibernation is a function of your computer’s BIOS, and you can check for its support by opening Control Panel and navigating to the Power Options applet. You can specify how PerfectDisk should respond when a computer resumes from hibernation during which time a scheduled defragmentation pass was unable to run. To configure these settings, follow these steps: 1. Open PerfectDisk. 2. Select Defragmentation if it is not already selected. 3. Select the PerfectDisk Settings icon under the Options panel, as shown below: 4. The PerfectDisk Settings dialog appears. Click the AutoPilot Schedule node from the left pane. The AutoPilot Schedule dialog appears as shown below: 160 Scheduling Defragmentation Notice the field titled Computer in standby when scheduled to run: this section provides two options on how PerfectDisk should respond when the computer was off at the time of a scheduled run. Wake computers from standby to run a scheduled defragmentation pass – When enabled, PerfectDisk’s integrated scheduler attempts to awaken the computer to initiate a scheduled defragmentation pass. In this case, the schedule either starts immediately or gets rescheduled when the computer starts, depending on the option you specify. If your hardware does not support sleep and resume states, then nothing happens. Do not wake computers from hibernation/standby to run a scheduled defragmentation pass – When this option is selected, PerfectDisk makes no attempt to awaken the computer from its sleep when a defragmentation pass is scheduled to run. In this case, the job either starts immediately or is rescheduled when the computer starts, based on the option you choose. 5. Click OK for the changes to take effect. See the related topics for further guidance in using PerfectDisk schedules. Related Topics • • • Configuring Defragmentation for when the Computer is Turned Off Creating a Schedule Running a Schedule How does StealthPatrol know when my computer is idle? StealthPatrol monitors system CPU usage (user-mode and kernal-mode) and disk activity and will defragment when the system is idle. By default, PerfectDisk will wait for a system to remain idle for at least 5 minutes before StealthPatrol initiates and at least 5 days between defragmentation runs. To provide flexibility in different environments, these settings can be adjusted (manually via PerfectDisk Settings, network wide via Active Directory Group Policy or PerfectDisk Enterprise Console). Even if you have closed all applications on the desktop and Windows taskbar, certain background process and service threads continue running. StealthPatrol will automatically adjust settings to adapt to different workloads. To provide flexibility in different environments, you can configure StealthPatrol's CPU and disk thresholds (manually via PerfectDisk Settings, network wide via Active Directory Group Policy or PerfectDisk Enterprise Console). To customize StealthPatrol resource thresholds, follow these steps: 1. Open PerfectDisk. 2. Click the PerfectDisk Settings icon, as shown below: 161 PerfectDisk 10 User Guide The PerfectDisk Settings popup dialog appears. 3. Select AutoPilot Schedule from the menu on the left. The AutoPilot default settings dialog appears, as shown below: 4. Locate the field labeled StealthPatrol automatic defragmentation mode. 5. Check the radio option labeled Use the following settings (advanced). 6. Select new thresholds values for Kernel mode and User mode CPU usage. 7. Select a new Disk IO threshold. 8. Click OK. See the related topics for further guidance in using PerfectDisk schedules. Related Topics Creating a StealthPatrol Schedule Configuring defragmentation for when the computer is turned off Configuring defragmentation for when the computer is hibernating How do I monitor resource usage to customize StealthPatrol idle thresholds for a specific environment? StealthPatrol monitors system CPU usage (user-mode and kernal-mode) and disk activity and will defragment when the system is idle. By default, PerfectDisk will wait for a system to remain idle for at least 5 minutes before StealthPatrol initiates and at least 5 days between defragmentation runs. To provide flexibility in different environments, these settings can be adjusted (manually via PerfectDisk Settings, network wide via Active Directory Group Policy or PerfectDisk Enterprise Console). 162 Scheduling Defragmentation Even if you have closed all applications on the desktop and Windows taskbar, certain background process and service threads continue running. StealthPatrol will automatically adjust settings to adapt to different workloads. To provide flexibility in different environments, you can customize StealthPatrol's CPU and disk thresholds (manually via PerfectDisk Settings, network wide via Active Directory Group Policy or PerfectDisk Enterprise Console). To determine a system's baseline CPU/Disk resource usage, you can use Performance Monitor. To monitor system resource usage on Windows Vista, follow these steps: 1. Run the Windows Reliability and Performance Monitor. 2. Expand the Monitoring Tools branch under the Reliability and Performance link in the left pane. 3. Click the Performance Monitor. 4. In the right pane, find the third icon from the left with an arrow-down symbol. 5. Click the arrow-down icon and select Report. 6. Now click the green plus sign. The green plus sign icon appears to the right of the graph icon you just used. The Add Counters sign popup dialog appears, as shown below: 163 PerfectDisk 10 User Guide 7. Expand the Process branch. 8. Locate these three entries: IO Other Bytes/sec IO Read Bytes/sec IO Write Bytes/sec Highlight each entry and click the Add >> button. 9. Scroll down and expand the Processor branch. 10. Locate these two entries: % Processor Time % User Time Highlight each entry and click the Add >> button. The Add Counters dialog creates a list on the right hand side, as shown below: 164 Scheduling Defragmentation 11. Click Add >> to place these items under the “Added counters” pane on the right. 12. Click OK. You may now begin monitoring usage values under the _Total heading. You can customize StealthPatrol resource threshods according to these baseline numbers. A summary depicting this output appears in the image below: 165 PerfectDisk 10 User Guide See the related topics for further guidance in using PerfectDisk schedules. Related Topics 166 Creating a StealthPatrol Schedule Configuring defragmentation for when the computer is turned off Configuring defragmentation for when the computer is hibernating Using Space Management Using Space Management PerfectDisk lets you to reclaim wasted space due to Recycle bin accumulation, temporary file buildup and duplicate data clutter. You should perform these tasks to augment regular defragmentation as part of your optimization strategy and before preparing backups and recovery images. With PerfectDisk, you can also visually explore and examine how files and folders are using up disk space. Defragmentation and optimal file placement are the two primary focuses of any defragmenter. However, these strategies are less effective when some of the data being defragmented and optimized is useless information—temporary files, system garbage, and especially duplicate data. You should include PerfectDisk scheduling as part of your strategy for routinely handling cleanup of general junk file accumulation specific to your desktops, laptops and servers. Note: The Space Management feature of PerfectDisk is not available to PerfectDisk Home version users. The Space Management tab The Space Management tab (formerly called Free Space) of PerfectDisk recovers disk space lost to duplicate files (text documents, picture files, audio and video data, and so on), temporary files and Recycle Bin contents. Space Management mode enables you to configure and use PerfectDisk for reclaiming free space (via Recycler) and view a graphical representation of disk space utilization (via Space Explorer). Note: PerfectDisk excludes some files from its duplicate files detection strategy (e.g., Program Files, the root directory, Windows directory, Temp and Recycle Bin). To access Space Management features, follow these steps: 1. Open PerfectDisk. 2. Click the Space Management tab on the tab bar. This opens the Space Management window. 167 PerfectDisk 10 User Guide Here’s what you see in the main Space Management window: Tab bar – Switch between Defragmentation, AutoPilot, Space Management and Product Resources modes. Tool bar – Shows tool icons applicable to the Space Management mode. Currently, there are four main features, (Recycler, Duplicates Finder, Space Explorer and Space Reports); Start and Stop buttons; Recycle Bin and Temporary Files check boxes under Actions; and the Options panel contains icons for View Log and PerfectDisk Settings. Available Drive List – Displays a list of drive volumes on your system. Your system configuration may show one or several drives. Recycler Statistics and Results – Reveals configuration properties for reclaiming free space on the storage volumes that appear in the Available Drive List. 3. Select an applicable drive entry from the Available Drive List. 4. Select free space options from the Recycler Properties window to reclaim space from specific duplicate file types. 5. Click the Start icon in the Actions frame of the Space Management tool bar. 168 Using Space Management The Space Management tab’s tool bar contains three main panels: 1. Reclaim Free Space – Tools for configuring properties to free up various forms of space-wasting files and data (e.g., duplicates, temporary files, recycled content). 2. Actions – Tools in this pane help you reclaim free space from your Recycle Bin and/or Temporary Files, according to which option(s) you select. 3. Options – The two icons for View Log and PerfectDisk Settings persist in the Space Management views. With the Reclaim Free Space panel, you can carry out the following tasks: Recycler – Reclaim free space by removing temporary files and emptying your recycle bin. Duplicates Finder – Find instances of duplicate files and data for the storage volumes appearing under the Available Drive List section. Space Explorer – View space distribution between the files and folders within a directory. Space Reports – Examine graphical and statistical reports for file space usage and allocation. Visit the Related Topics for more detail about each of these groups. Related Topics • • • • Using Recycler Using Duplicates Finder Using Space Explorer Using Space Reports Using Recycler Using Recycler Recycler is the first thing you see when you open the Space Management tab. You can configure its settings under the Available Drive List and both Results and Statistics tabs, as in the image below: 169 PerfectDisk 10 User Guide Space Management’s Recycler function helps you identify space wasted by Recycle Bin contents and temporary files. You can view results for all drives in the Available Drive List, selectively check and uncheck drives to search, and review reports and statistics for reclaimed free space on any given drive. Related Topics • • • • • • • Navigating the Recycler Starting Recycler Stopping Recycler Viewing Recycler results and statistics Using Duplicates Finder Using Space Explorer Using Space Reports Navigating the Recycler Space Management’s Available Drive List displays accessible drive entries for your computer and includes file system format type, drive status, storage capacity and free space (broken down by size and percentage) as in the image below: 170 Using Space Management Beside each drive entry you’ll see a check box that enables or disables activity for the specified path. If you have several drive listings (as shown above) you may choose more than one drive. You might want to make conservative choices on systems with lots of large capacity drives (several hundred GBs apiece) to avoid spikes of excess resource consumption. The drive list includes properties for each drive entry, as follows: Name – Drive entry letter and label name. Type – File system format type (e.g., FAT, FAT32, exFAT or NTFS). Status – Current status of the drive. Size – Total drive capacity (in MB or GB). Free – Total remaining free space on that drive (in MB or GB). % Free – Progress bar and percentage value of remaining free space. Follow the Related Topics to begin using Recycler and start exercising its features. Related Topics • • • • • • • Using Recycler Starting Recycler Stopping Recycler Viewing Recycler results and statistics Using Duplicates Finder Using Space Explorer Using Space Reports Starting Recycler Before you start the Recycler, you should familiarize yourself with its options. To start reclaiming free space with Recycler, follow these steps: 1. Open PerfectDisk. 2. Click the Space Management tab. 171 PerfectDisk 10 User Guide The Space Management main window opens, as shown below: 3. Select a drive entry from the Available Drive List. Note: By default, all drives are selected 4. Select your options on the Actions panel. You will see two check box choices: Recycle Bin – Empty the Windows recycler contents. Temporary Files – Delete known temporary file locations. 5. Click Start. Recycler will begin processing your drive selections and the result will be displayed in the Results and Statistics tab in the bottom pane. When you want to view Recycler’s results, see Viewing Recycler results and statistics. Related Topics • • • • • • 172 Using Recycler Navigating the Recycler Stopping Recycler Viewing Recycler results and statistics Using Duplicates Finder Using Space Explorer Using Space Management • Using Space Reports Stopping Recycler When you want to stop an ongoing Recycler process, click the Stop button on the Actions panel under the Space Management tab, as shown below: Recycler will immediately cancel any analysis or processing phases. Related Topics • • • • • • • Using Recycler Navigating the Recycler Starting Recycler Viewing Recycler results and statistics Using Duplicates Finder Using Space Explorer Using Space Reports Viewing Recycler results and statistics Space Management’s final segment provides an up-to-date report on the various results and statistics of PerfectDisk operations on the various available storage volumes. The Results tab of the Results and Statistics pane reports the following information, as shown below: 173 PerfectDisk 10 User Guide For every drive listed, there is a set of corresponding properties and parameters, as follows: Drive – A lettered drive entry for each reported storage volume on your system. Free Space Before – Amount of calculated free space before any reclaimed free space. Free Space After – Amount of calculated free space after reclaiming free space. Free Space Recovered – Amount of calculated free space recovered. Recycled Files Cleaned – Amount of Recycle Bin contents removed. Recycled Space Recovered – Size of the Recycle Bin contents removed. Temp Files Cleaned – Amount of temporary items removed. Temp Space Recovered – Size of temporary items removed. Note: You may need to use the scroll bar to bring the last few columns into view. The Statistics tab of the Results and Statistics reveals tabbed entries for each drive, containing a line graph that indicates the charted free space result for that drive. Multiple drive tabs appear from left to right with the highlighted tab active and its results displayed in the Statistics window, as follows: The chart for each drive plots its progressive free space loss and gain (in percent) over a period of time. You can review this list to evaluate how your scheduled and manual PerfectDisk operations work over time. See the Related Topics for more information on using PerfectDisk. Related Topics • • • • • • 174 Using Recycler Navigating the Recycler Starting Recycler Stopping Recycler Viewing Recycler results and statistics Using Duplicates Finder Using Space Management • • Navigating the Space Explorer Using Space Reports Using Duplicates Finder Using Duplicates Finder Wasted space is hidden everywhere on computers, from the Recycle Bin to temporary folders and setup files for installation programs. You can also lose a lot of space to file duplicates throughout the system. Not all file duplicates are invalid, so you must evaluate what duplicates you can safely remove. PerfectDisk’s Duplicates Finder icon launches a search dialog enabling you to isolate and identify repeat file entries according to a variety of configurable search criteria. As you see in the image above, you have a number of options for file types and formats for which PerfectDisk should seek duplicates; you can customize the search to include .iso and .dvd disc images or seek out .vhd or .vmdk file formats to identify any duplicate Virtual PC or VMware images across several disk drives. Each of these file types can potentially release wasted space accounting for several hundred megabytes, if not several gigabytes worth of data. Searching for and removing duplicate audio, media and video file formats also helps reduce some of the largest chunks of wasted space on your system drives. Related Topics • Navigating the Duplicates Finder 175 PerfectDisk 10 User Guide • • • • • • Starting Duplicates Finder Stopping Duplicates Finder Viewing Duplicates Finder results Using Recycler Using Space Explorer Using Space Reports Navigating the Duplicates Finder You can release free space by identifying unnecessary duplicate files for the selected drive entries appearing under the Available Drive List, as shown below: The Available Drive List displays all applicable drives reported by your system. You may see a single drive or several drive entries in this window. You can adjust the Duplicates Finder Properties to suit your file search needs, but the default file extensions apply to most systems and searches. You can check for duplicates under the following categories: 176 Using Space Management Text documents – Search for common text file extensions (e.g., Word 2003/2007 documents, WordPad RTF files, Adobe PDFs and generic HTML files). This option is checked by default. Picture files – Locate typical image file extensions (e.g., bitmaps, JPEGs, GIFs, TIFFs and PNGs). This option is checked by default. Video files – Identify common video file extensions (e.g., MPEG, Movie, MP4, or Windows Media video and Shockwave Flash Video formats). This option is checked by default. Music files – Find duplicates of popular music file formats (e.g., MP3, WAV files, MIDIs, AACs, Ogg Vorbis and Windows Media audio files). Other files – Specify custom file extensions specific to your particular operating environment (application developer files, database assets, email or printer spools, and so on). You can Clear All or Select All search categories, change the contents within a search category, and Restore Defaults from the Duplicates Finder Properties pane. Clicking the Advanced Scan button takes you to a window that gives you finer control over directories to select for searching. You can use the Selected Directories dialog to make individual search patterns to include or exclude from the Duplicates Finder process. There are two tabs for this interface: 177 PerfectDisk 10 User Guide Directories to Scan – An list of drive paths to include in your duplicate search. You may choose any directory that suits your search criteria. Directories to Exclude – An list of drive paths to disregard when seeking duplicate files and data. You may choose any directory that suits your search criteria. Highlight a selection in the left pane to activate the Add button, which you can use to insert the selected entry into the inclusion list. Highlight a selection in the right pane to activate the Remove button, which you can use to delete an entry from the inclusion list. Alternatively, you can use the Clear All button to remove all entries from the inclusion list and start over. The Directories to Exclude tab performs the opposite of the inclusion list: it excludes certain paths from duplicate searches. You should glance through this entry, which lists many excluded entries by default. Note: If you select the check box under the Subfolders column, then all subsequent sub-directories for that entry are ignored by Duplicates Finder. Keep track of which files are excluded; they will not be searched by default, and you may find that the results are unsuitable for your space reclaiming needs. The following image shows how the Directories to Exclude list appears when expanded: 178 Using Space Management 179 PerfectDisk 10 User Guide PerfectDisk’s Duplicate Files search function dutifully reports a list of entries for any duplicate data or files found on the selected drive entries under the Available Drive List. Related Topics • • • • • • • • Using Duplicates Finder Starting Duplicates Finder Stopping Duplicates Finder Viewing Duplicates Finder results Deleting duplicates cautiously Using Recycler Using Space Explorer Using Space Reports Starting Duplicates Finder Before starting the Duplicates Finder you should familiarize yourself with its features and options, then fine-tune your search accordingly. Making your drive selections will activate the Start button. Click Start when you’re ready to go! 180 Using Space Management Duplicates Finder immediately begins processing your selections, as shown below: See Stopping Duplicates Finder for detailed instructions on stopping the Duplicates Finder process. Related Topics • • • • • • Using Duplicates Finder Navigating the Duplicates Finder Stopping Duplicates Finder Viewing Duplicates Finder results Using Recycler Using Space Explorer 181 PerfectDisk 10 User Guide • Using Space Reports Stopping Duplicates Finder Once you start the Duplicates Finder, the Stop button will be active. Click it to halt the Duplicate Files process. Placing your cursor over the Stop button will produce an orange highlight, as shown in the image below: The Duplicates Finder immediately stops and reactivates all of options that remain grayed-out and inaccessible during run-time. See Viewing Duplicates Finder results to learn about the Duplicates Finder results. Related Topics • • • • • • • Using Duplicates Finder Navigating the Duplicates Finder Starting Duplicates Finder Viewing Duplicates Finder results Using Recycler Using Space Explorer Using Space Reports Viewing Duplicates Finder results When the Duplicates Finder has finished processing all drive entries and the results are ready, you will see a report similar to the following example: 182 Using Space Management Beside each duplicate entry is a check box allowing you to make specific cleanup decisions. Clicking the Mark Duplicates button highlights each perceived duplicate entry; click UnMark All to undo the entire selection. In the image that follows, Mark Duplicates has made selections based on what appear to be the duplicate entries: Related duplicate entries are separated by groupings of gray and white. Every first selection for each entry is presumed to be the original, with all subsequent repeated entries presumed to be the file and data duplicates. Remember, not every duplicate file is unnecessary and removing some of them may cause run-time application issues. Make your deletions carefully and cautiously, and make sure you have backups— there is no undo feature once you click Delete. Related Topics • Using Duplicates Finder 183 PerfectDisk 10 User Guide • • • • • • • Navigating the Duplicates Finder Starting Duplicates Finder Stopping Duplicates Finder Deleting duplicates cautiously Using Recycler Using Space Explorer Using Space Reports Deleting duplicates cautiously Please exercise caution when deleting the duplicate file entries that PerfectDisk presents, as all duplicates may not unnecessary. Certain programs keep similar copies of data in several different locations for various reasons, mostly to support individual user configurations. Such files are necessary for program operation, so use caution when processing Duplicates Finder results. Files that generally occupy the most amount of space are audio (such as .mp3 or .ogg), CD/DVD formats (such as .iso and .dvd) and video (such as .mp4 or .wmv) files. Even though many of these files are user-defined content, you should nevertheless exercise caution, and choose carefully rather than deleting entire classes of such duplicates. Related Topics • • • • • • • Using Duplicates Finder Navigating the Duplicates Finder Starting Duplicates Finder Stopping Duplicates Finder Using Recycler Using Space Explorer Using Space Reports Using Space Explorer Using Space Explorer PerfectDisk’s Space Explorer is your viewfinder into the arrangement and usage of files and folders on your disk drive(s). You can use Space Explorer to navigate the file structure, analyze drive usage, and open or delete files as needed. Space Explorer provides visual representation of your storage space usage trends using a color-coded radial column graph, and exposes the directory structure in a browser tree format, as shown here: 184 Using Space Management Space Explorer handily generates a graphical representation of all your files and folders complete with sizes, so you can quickly navigate space usage. Under the directory tree, you’ll see each file-based entry for a given directory with its on-disk size. Related Topics • • • • • • Navigating the Space Explorer Starting Space Explorer Stopping Space Explorer Expanding a Folder from the Pie Chart in Space Explorer Exploring a Folder in Windows Explorer from the Radial Column Graph Opening and deleting files in Space Explorer Navigating the Space Explorer When you click the Space Explorer icon under the Space Management tab (called Free Space in earlier versions of PerfectDisk) the window changes to Space Explorer mode, as you see below: 185 PerfectDisk 10 User Guide The Space Explorer window displays a radial column graph representation of the disk drive, giving you a quick view into how your file folders utilize existing disk space. It maps the distribution between files and folders within a directory, visually indicating and indexing their layouts and locations, and enabling you to identify and isolate large files consuming large amounts of disk space, as in the example below: From this bird’s eye view of your file and folder structure you’re able to better manipulate, navigate and visualize the way information is stored. As you can see, this window is divided into two panes: Left Pane – Displays a file browser tree structure to view files and folders on your drive, complete with collapsible (-) and expandable (+) branches. Right Pane – As you select files and folders from the left pane, they are visually represented in the graph in the right pane. You can use this legend to visualize how information is stored on disk. Blue portions represent files and yellow portions indicate folders. Click on the Space Explorer Resources link above the graph to access more information regarding Space Explorer. As you select directory entries in the left pane, Space Explorer generates the graphical representation and displays it in the right pane. You can click Analyze (formerly Rescan) to achieve the same results or refresh a potentially stale visual representation. See the related topics for further help using Space Explorer. Related Topics • • • • • • 186 Using Space Explorer Starting Space Explorer Stopping Space Explorer Expanding a Folder from the Pie Chart in Space Explorer Exploring a Folder in Windows Explorer from the Radial Column Graph Opening and deleting files in Space Explorer Using Space Management Starting Space Explorer Start Space Explorer by clicking the Analyze button on the Actions panel of PerfectDisk’s Space Management tab. When Space Explorer processes the drive and directory selection you’ve made in the right pane, the Analyze icon will be activated with an orange highlight when you pass your mouse cursor over it, as shown below: Click Analyze to begin processing your drive and produce a graphical readout of the results. See the related topics for further help using Space Explorer. Related Topics • • • • • • Using Space Explorer Navigating the Space Explorer Stopping Space Explorer Expanding a Folder from the Pie Chart in Space Explorer Exploring a Folder in Windows Explorer from the Radial Column Graph Opening and deleting files in Space Explorer Stopping Space Explorer When you want to interrupt Space Explorer, the Stop button—inactive except when the Space Explorer process is running—halts the scanning process. You’ll see that the Analyze button is then inactive while the Stop button is active, as shown below: See the related topics for further help using Space Explorer. Related Topics • Using Space Explorer 187 PerfectDisk 10 User Guide • • • • • Navigating the Space Explorer Starting Space Explorer Expanding a Folder from the Pie Chart in Space Explorer Exploring a Folder in Windows Explorer from the Radial Column Graph Opening and deleting files in Space Explorer Expanding a Folder from the Graph in Space Explorer When you select a folder in the left pane to view a graph of that folder in the right pane, you can expand the folders inside two ways: 188 Black dot placement marker – A small black dot on the graph represents the position of a file or folder on disk in the selected directory entry. Click the dot to reveal the exact location and a summary of its contents, as in this example: Directory tree plus sign – A plus sign (+) in the directory tree listing in the left pane expands that folder to reveal sub-folder and file entries. You may collapse the directory tree by clicking on the minus sign (-) or expand further sub-folders using the plus sign (+), or you can simply select and double-click on the entry. Using Space Management Space Explorer won’t burden your system resources by automatically rescanning each sub-folder you expand, so you can freely navigate to any depth without incurring performance penalties. When you reach a point of interest, you may click the Analyze button to generate disk usage statistics. Note: There is another way you can analyze these entries from the left pane. If you select an entry to highlight it, and then right-click the entry, you will reveal a context menu. From this menu, click Analyze to produce its visual representation, as in the example below: Next we’ll examine and explain how to navigate radial column graph entries with Windows Explorer. See the related topics for further help using Space Explorer. Related Topics • • • • • • Using Space Explorer Navigating the Space Explorer Starting Space Explorer Stopping Space Explorer Exploring a Folder in Windows Explorer from the Radial Column Graph Opening and deleting files in Space Explorer Exploring a Folder in Windows Explorer from the Radial Column Graph You can explore any folder and sub-folder in the directory tree in the left pane by double-clicking the highlighted entry or by right-clicking to reveal a context menu, as shown below: 189 PerfectDisk 10 User Guide Alternatively, you can right-click an entry listed directly in the radial column graph to open a Windows Explorer window in that location, as shown below: When you click either of these items Windows Explorer will open the exact location indicated by the entry you’ve chosen, as in the following example: See Opening and deleting files in Space Explorer. See the related topics for further help using Space Explorer. Related Topics 190 Using Space Management • • • • • • Using Space Explorer Navigating the Space Explorer Starting Space Explorer Stopping Space Explorer Expanding a Folder from the Pie Chart in Space Explorer Opening and deleting files in Space Explorer Opening and deleting files in Space Explorer You may open or delete files while navigating the drive structure under Space Explorer. Opening a file launches its associated application so that you can view its content. The following image shows the right-click context menu entry in the left directory tree: Delete a file by right-clicking on the selected entry in the browser tree and selecting Delete, as shown below: Alternatively, you may also open a file through its associated application or delete it by left-clicking its entry in the radial column graph on the right and selecting Open file ‘[filename]’ or “Delete file ‘[filename]’, as shown: PerfectDisk will prompt you to confirm that you want to delete the file. If you are unable to delete a file (it may be in use, locked by another application, or you have insufficient permissions), then you will see an error message: 191 PerfectDisk 10 User Guide Note: When you delete a file through PerfectDisk, it may not appear in the Windows Recycle Bin; therefore, delete files with caution—you may not be able to get them back if you change your mind. See Related Topics for more help on using Space Explorer Related Topics Using Space Explorer • Navigating the Space Explorer • Starting Space Explorer • Stopping Space Explorer • Exploring a Folder in Windows Explorer from the Radial Column Graph • Expanding a Folder from the Pie Chart in Space Explorer • Navigating the Space Reports Space Management Tab • • Using Space Reports Using Space Reports PerfectDisk’s Space Reports display graphical and statistical information based on your computer’s storage allocation and usage trends. Space Reports also allows you to make fine-grain search criteria selections based on a number of file and date properties. You can narrow the results to a set of search criteria specifying the file mode (accessed, created or modified) and file age (within the past week, month, three months, six months or year). You can also select a search date range specifying the day, month, year and time for the chosen file mode and only for specific file sizes or types. Here’s what you see under the Space Reports Settings tab: 192 • Date and Time – Choose the selection criteria for file reports (access, creation or modification date). • Size – Choose the size of the files you wish to report. • Types – Choose the file extension type(s) for the files you wish to report. • Search Options – Choose the file attributes for the files you wish to report. Using Space Management PerfectDisk’s Space Management Space Reports enables you to perform fine-grain searches for file space utilization on your drive and produce graphical results for your review. You may configure one drive at a time, or several drives at once, along with specific search criteria (e.g., date/time, size, type) to fine-tune your search process. Related Topics • • • • Navigating the Space Reports Starting Space Reports Stopping Space Reports Viewing Space Reports results Navigating the Space Reports Space Management’s Space Reports feature provides graphical results for the statistical data reported on your file allocation and usage trends. Here’s how it looks: 193 PerfectDisk 10 User Guide The drive list pane to the left displays available drive letters for every accessible volume on your system. Beside each entry is a plus sign (+) and check box to enable or disable general and/or specific selections. You can expand each drive letter entry and make individual selections based on each reported directory entry, as pictured below: 194 Using Space Management Underneath the drive list pane are two buttons: Select All and Clear All. Select All selects every available entry in the drive list; Clear All clears any selected entries from that list. All remaining Space Reports options appear on the right side, as shown below: There are four categories of options: Date and Time – Specify report criteria to match accessed, created or modified attributes within week, month(s) or a year from today’s date or between a specific date range. Size – Filter report criteria to show files matching either a maximum size, minimum size or between both. Types – Filter report criteria to show only a select set of file types listed by extension. Search Options – Control whether or not PerfectDisk searches system folders. Under the Results tab, Space Reports displays all data related to its findings, as shown below: 195 PerfectDisk 10 User Guide The upper area displays file names and folders for everything found under the drive(s) and directory folder(s) you specified in the Settings tab, as well as access, creation and modification dates and applicable file size and type. Space Reports collects a lot of information about space utilization and divides it into tabbed headings in the lower pane. You can view Space Reports by file type, when files were created, modified or accessed, or by Top 5 largest, oldest and recently modified files See the related topics for further guidance in using Space Reports. Related Topics • • • • • • Using Space Reports Starting Space Reports Stopping Space Reports Viewing Space Reports results Starting Space Explorer Stopping Space Explorer Starting Space Reports Space Reports helps you visualize the way storage space is utilized on a system. It generates a pie chart representing the largest file types, and lets you browse various tabbed entries related to file access, creation and modification. To start Space Reports, perform the following steps: 196 Using Space Management 1. Open PerfectDisk. 2. Select the Space Management tab. 3. Click the Space Reports icon on the Reclaim Free Space panel. 4. Select the Settings tab. Make your drive and option selections in the check box drive list on the left. 5. Click Analyze on the Actions panel. Under Actions, only Analyze will be active, as shown below: The final report is prepared and presented under the Results tab. See the related topics for further guidance in using Space Management. Related Topics • • • • • • Using Space Reports Navigating the Space Reports Stopping Space Reports Viewing Space Reports results Starting Space Explorer Stopping Space Explorer Stopping Space Reports Space Reports can take a while to complete on systems with large drives, and particularly on systems with multiple large drives and attached storage. There may be times when you want to halt the search process before it’s done. To stop Space Reports, follow these steps: 1. Open PerfectDisk. 2. Locate the Actions panel under the Space Management tab. The Space Reports icon should be active and selected; if not, select it. 3. When the search process is running, the Stop button is active (but Analyze is not), as shown in the following image: 197 PerfectDisk 10 User Guide 4. Click the activated Stop button. Space Explorer will stop. See the related topics for further guidance in using Space Reports. Related Topics • • • • • • Using Space Reports Navigating the Space Reports Starting Space Reports Viewing Space Reports results Starting Space Reports Stopping Space Explorer Viewing Space Reports results PerfectDisk’s Space Reports feature analyzes your drive for allocation and usage trends, and includes seeking out and reporting on the largest files and when they are accessed, created and modified. Space Reports then displays its findings for your review. The results of Space Reports analysis will look something like this: You’ll notice that Space Reports groups data into two panes comprising several different reports on different file properties. The upper pane provides a listing of all the relevant file entries Space Reports finds for the search criteria you specified in the Settings tab. 198 Using Space Management You can also access at-a-glance visual reports in the lower pane for file usage based on type, access/creation/modification time and top 5 entries. The File Types tab displays top users of file space by extension (e.g., exe, pdf, doc, chm, zip). A colorcoded legend makes differentiating file type usage easy. The Files Created tab displays a line graph for files created on or around the date and time search criteria you selected under the Settings tab. The Files Modified tab displays a line graph for files modified on or around the date and time search criteria you selected under the Settings tab. 199 PerfectDisk 10 User Guide The Files Accessed tab displays a line graph for files accessed on or around the date and time search criteria you selected under the Settings tab. Finally, the Top 5 tab lists the top 5 largest files, top 5 oldest files, and top 5 recently modified files. See the related topics for further guidance in using Space Management. Related Topics • • • • • • 200 Using Space Reports Navigating the Space Reports Starting Space Reports Stopping Space Reports Starting Space Explorer Stopping Space Explorer Working with PerfectDisk 10 on Servers Working with PerfectDisk 10 on Servers PerfectDisk 10 on Server comes in 32-bit (x86) and 64-bit (x64) versions and works on Windows 2000 SP4 (also requires Rollup 1 for Windows 2000 SP4), Windows Server 2003 , and Windows Server 2008 SP (Windows Server versions for Itanium are not supported). PerfectDisk Server provides the same ability to defragment disk drives and manage disk space on any of these Windows Server versions that PerfectDisk Professional provides for Windows desktop machines. Configuring PerfectDisk 10 on Server As you work through the welcome screens for PerfectDisk 10 Server, you will notice the following elements: • The “Configure PerfectDisk for your computer” screen includes a server computer bullet among the platform selections (selected by default on systems running any version of Windows Server) • The “Allow defragmenting USB and Firewire connected hard disks,” and “Allow defragmenting Flash Drives” options are unchecked by default. On most servers it may make sense to check the hard disks check box; you’ll have to decide whether or not to enable Flash drive defrags yourself. 201 PerfectDisk 10 User Guide • On the “Schedule PerfectDisk Screen” no defrag schedule is assigned by default; in most cases, you’ll want to go into the AutoPilot Scheduling tab to create one or more defrag schedules for your servers. Many admins try to schedule maintenance activities, including defragmentation, during off-peak hours; some admins also enable StealthPatrol on their servers, secure in the understanding that this schedule will not run (or keep running) if and when the server gets busy. Note: Normally, the Welcome wizard appears only during the first launch of the PerfectDisk. If the user has checked "Do not show this wizard again" check box, then the wizard will not appear. Best Practices for PerfectDisk on Server Scheduling If you upgrade from a previous version of PerfectDisk (perhaps PerfectDisk 2008 Server), it automatically imports any existing schedules and configurations from the old version into the new one. The best place to start scheduling activities with PerfectDisk 10 Server is with a review of existing schedules, if any. Only new installations should produce a display like this when you click the Autopilot Scheduling tab: 202 Working with PerfectDisk 10 on Servers Because PerfectDisk 10 Server defines no schedules by default (as is the case for certain other PerfectDisk 10 versions) you get a blank slate when you create a brand-new installation. Most upgrade installs will probably see something like the following: 203 PerfectDisk 10 User Guide Don’t forget that you can create custom one-time schedules for particular activities that may be needed only once in a while. Once One Time schedule has been defined, you can always edit it later to change its start time and to tweak its particular settings. This comes in handy for occasional clean-ups, when preparing for upgrades or OS migration, and other predictable but infrequent tasks. Special Server Scenarios Special Server Scenarios In the following sections we discuss particular types of servers that are likely to benefit from special care and attention when using PerfectDisk. You’ll get a chance to read about: 204 • Backup servers • File Servers • Media Servers • Print Servers Working with PerfectDisk 10 on Servers • SQL Servers • Web Servers Exchange Servers are covered in the Working With Exchange Servers Help files, and virtualized environment issues are addressed in the PerfectDisk for Virtual Computing Help files. Backup Servers Backup server data drives typically contain large files created by backup applications or disk imaging tools. If free space becomes highly fragmented, it can take longer for backups to complete. If the backup or image files are heavily fragmented, restore times take longer. A SMARTPlacement or Consolidate free space should be performed to defragment files and consolidate free space (this allows the file system to create new backup or image files contiguously). You may want to consider defragmenting when the backup or imaging application is not backing up data to the drive. You may also want to configure PerfectDisk to run at a low CPU priority and monitor or throttle Disk I/O usage. On an ongoing basis, the data drive should be defragmented when backup or image files become heavily fragmented (500+ fragments). Perform an initial SMARTPlacement defrag pass on the OS drive to defragment and optimize files, and consolidate free space. Afterward, the OS drive should be defragmented using SMARTPlacement at least monthly. For best defragmentation speed and performance on Backup server data drives, do not use Aggressive Free Space consolidation. File Servers File server data drives typically contain a mix of both small and large files that change frequently and are thus more prone to fragmentation. Perform an initial SMARTPlacement defrag pass to defragment files, and optimize their on-disk placement, as well as to consolidate free space. For peak performance, defragment the drive using SMARTPlacement at least monthly and if conditions warrant, weekly. For the OS drive, perform an initial SMARTPlacement defrag pass as well. Thereafter, defragment the OS drive using SMARTPlacement at least monthly. Media Servers Media server data drives typically contain large files that may or may not change often and may or may not become highly fragmented. Perform an initial SMARTPlacement defrag pass to defragment files, to optimize their on-disk placement, and to consolidate free space (this also allows the file system to create new media files in contiguous disk space). For peak performance, defragment the drive at least monthly and if conditions warrant, weekly. For the OS drive, perform an initial SMARTPlacement defrag pass. Thereafter, defragment the OS drive using SMARTPlacement at least monthly. For best defragmentation speed/performance on Media server data drives, do not use Aggressive Free Space consolidation. Print Servers 205 PerfectDisk 10 User Guide Print servers typically contain a mix of small and large files that are created and deleted constantly. Files to be printed get copied to the print server; as print jobs complete, those files get deleted. Because of their frequent creation and deletion files on the disk where the print spooler resides are prone to excessive fragmentation. Perform an initial SMARTPlacement defrag pass to defragment any existing files and consolidate free space. For peak performance, defragment the drive using Consolidate Free Space at least monthly and if conditions warrant, weekly. SQL Servers SQL database server data drives typically contain large to very large files (databases, indexes, workspace, temporary files) that may or may not become highly fragmented. If such files become heavily fragmented, perform a SMARTPlacement or Consolidate free space to defragment files and consolidate free space on affected drives. While SQL does NOT need to be stopped to defragment these files, if a SQL Server is heavily used, you may want to consider defragmenting during non-peak hours so as to minimize the impact on disk activity. You may also want to configure PerfectDisk to run at a low CPU priority and/or to monitor and throttle Disk I/O usage. On an ongoing basis, the drive should be defragmented if a database device becomes heavily fragmented (500+ fragments). For the OS drive, perform an initial SMARTPlacement defrag pass to defragment files, optimize their on-disk placement, and consolidate free space. On an ongoing basis, defragment the OS drive using SMARTPlacement at least monthly. For best defragmentation speed, and improved performance on SQL database server drives, do not use Aggressive Free Space consolidation on OS or SQL server database drives. Web Servers Web servers typically contain small files (web pages) that may or may not change often, depending on whether content is static or dynamically generated. Perform an initial SMARTPlacement defrag pass on the primary Web page drives. This will defragment those files, optimize their on-disk placement by modification date, and consolidate free space available for new page writes. For best performance defragment the drive at least monthly and if conditions warrant, weekly. 206 Overview: Using PerfectDisk 10 with Active Directory Overview: Using PerfectDisk 10 with Active Directory PerfectDisk 10 can integrate completely with Active Directory Group Policy Administrative Templates and Group Policy Objects (GPOs) to handle enterprise deployment, scheduling, management, and access controls. This helps speed up enterprise deployment, and requires no additional training for administrators who are already familiar with Microsoft’s Active Directory environment. PerfectDisk 10 system configuration options—such as Standalone/Network enabled, boot file optimization, defragmentation thresholds, log file configuration options, and defragmentation schedules—have all been implemented as Group Policy Administrative Templates. All related configuration settings appear under Administrative Templates within the Computer Configuration section of the Group Policy. User actions normally undertaken using the PerfectDisk 10 GUI, such as analyze, offline and online defragmentation, start/stop/pause defragmentation, schedule creation/deletion/modification, running of scheduled operations, restrictions to GUI access, and modification of drive settings are also available as Group Policy Administrative Templates with the User Configuration section of the Group Policy. Using these Administrative Templates, administrators can install, configure, schedule and manage PerfectDisk 10 across an entire enterprise through the Active Directory interface. This helps speed administrative actions, ensures consistent application of policy, and provides a single console through which to manage a multitude of PerfectDisk 10 installations. Related Topics: • Installing PerfectDisk 10 Using Active Directory • Patching PerfectDisk 10 Using Active Directory Group Policy • Deploying PerfectDisk 10 Using Active Directory • Configuring PerfectDisk 10 Using Active Directory Group Policy Installing PerfectDisk 10 Using Active Directory Installing PerfectDisk 10 Using Active Directory You can deploy PerfectDisk through Active Directory using Group Policy. To deploy PerfectDisk using Group Policy, complete the following steps: 1. First, you must create an Administrative Installation of PerfectDisk. Type the following at the command line: 207 PerfectDisk 10 User Guide msiexec /a C:\PerfectDisk.msi where "C:\PerfectDisk.msi" is the full path to the PerfectDisk.msi file. If you are installing to x86 editions of Windows, the .msi file will contain x86 in the file name (i.e. PerfectDisk_x86.msi). If you are installing to x64 editions of Windows, the .msi file will contain x64 in the file name (i.e. PerfectDisk_x64.msi). 2. This launches the Administrative Installation wizard. You need to install PerfectDisk to a share point accessible by all computers on which you’ll be installing PerfectDisk. 3. Next, open Group Policy from Active Directory Users and Computers, Active Directory Sites and Services, or as a stand-alone Microsoft Management Console snap-in (gpmc.mmc). 4. To assign PerfectDisk to computers, double-click Computer Configuration. 5. Double-click Software Settings. 6. In the console tree, right click Software Installation, and chose New Package from the menu. 7. Choose the appropriate PerfectDisk.msi file from the Administrative Installation you created earlier (x86 or x64). If you need assistance deploying PerfectDisk using Active Directory Group Policy, please contact Raxco Technical Support. Related Topics: • Overview: Using PerfectDisk10 with Active Directory • Patching PerfectDisk 10 Using Active Directory Group Policy • Deploying PerfectDisk 10 Using Active Directory • Configuring PerfectDisk 10 Using Active Directory Group Policy Benefits of Managing PerfectDisk with Active Directory Benefits of Managing PerfectDisk with Active Directory Numerous benefits accrue when managing enterprise defragmentation using Active Directory and PerfectDisk: • 208 Leverage Active Directory Configuration - By integrating with Active Directory, PerfectDisk ensures that installations and updates are easy and fast and that they consume minimal network resources. This also takes advantage of existing knowledge and expertise. Overview: Using PerfectDisk 10 with Active Directory • Common Management Interface - With Active Directory as the sole management console for an enterprise, there’s no need to deploy or install another management console to manage network-wide defragmentation. • Group Inheritance - The group inheritance properties of Active Directory Group Policy greatly reduce the amount of system administrator time consumed staying abreast of changes in the user community. For example, when a user joins a company and is assigned to a group, Active Directory instantly recognizes this user and ensures that all members of the group have PerfectDisk installed and configured according to the policy for that group. Active Directory also automatically configures PerfectDisk to match the defined group policy’s schedule. There’s no need for administrators to push PerfectDisk out to a user's machine or to attach to that machine to set schedules manually. Related Topics • Overview: Using PerfectDisk with Active Directory Group Policy • Deploying PerfectDisk with Active Directory Group Policy • Configuring PerfectDisk with Active Directory Group Policy Patching PerfectDisk Using Active Directory Group Policy You may need to update PerfectDisk to a new build as features are added or as service packs become available. Do this using PerfectDisk's AutoUpdate feature or by patching/updating via Group Policy. To patch/update using Group Policy, please proceed as follows: 1. First, you must download the appropriate patch or update file from Raxco using the AutoUpdate feature of PerfectDisk. If you are patching or updating 32-bit versions of Windows, the file will contain x86 in the file name (such as PD10ENp_x86.exe). If you are patching or updating 64-bit versions of Windows, the file will contain x64 in the file name (such as PD10ENp_X64.exe). 2. Patches and updates are always packaged as self-extracting zip file. You will need to run the self-extractor, or manually extract the Windows Installer patch file such as PD10ENp_x86.msp or PD20ENp_x64.msp from the exe file using a program like WinZip or some equivalent. 3. Once extracted, you must update the Administrative Installation you created when you first deployed PerfectDisk 10. To do this, type the following at the command line: msiexec /a \\MyServer\MyShare\PerfectDisk.msi /p C:\PD10ENp_x86.msp where "\\MyServer\MyShare\PerfectDisk_x86.msi" is the network path to the original Administrative Installation and "C:\PD10ENp_x86.msp" is the full path to 209 PerfectDisk 10 User Guide the patch file. If the original deployment was to 64-bit Windows versions, please alter file names appropriately. 4. This launches the Administrative Installation wizard. You must re-install PerfectDisk to the same share point used for the original Administrative Installation. 5. Next, open Group Policy from Active Directory Users and Computers, Active Directory Sites and Services, or as a stand-alone Microsoft Management Console snap-in (gpmc.mmc). 6. To assign PerfectDisk to computers, double-click Computer Configuration. 7. Double-click Software Settings. 8. Under Software Installation, choose the PerfectDisk installation. Right-click the package and choose Redeploy. The next time Computer Policy is refreshed, PerfectDisk will be updated. You can find help from Microsoft on patching or updating using Group Policy at: http://support.microsoft.com/default.aspx?scid=kb%3Ben-us%3B226936. If you need assistance deploying PerfectDisk using Active Directory Group Policy, please contact Raxco Technical Support. Configuring PerfectDisk Using Active Directory Group Policy Configuring PerfectDisk Using Active Directory Group Policy PerfectDisk supports complete integration with Active Directory Group Policy. Its installation folder contains a PerfectDisk Administrative Template file named PerfectDisk.adm. To import this Administrative Template file into Active Directory, please consult the following Help topics: • Manage PerfectDisk using Active Directory Users and Computers • Manage PerfectDisk using Microsoft Group Policy Management Console (GPMC) Configuring PerfectDisk Policies at the Computer and User Levels Once you have created the GPO and have imported the PerfectDisk's administrative template, you can start managing the PerfectDisk settings by changing template policies. To manage the PerfectDisk policies, you need to access the Group Policy Object Editor. Follow the steps below to open the Group Policy Object Editor: 1. Open PerfectDisk. 2. Click the Active Directory tab on the Tab Bar. 210 Overview: Using PerfectDisk 10 with Active Directory 3. When you select the Steps to Manage tool in the Tool Bar, click the Open button to launch the Group Policy Management Console; or when you select the Using GPMC tool, then choose the Start button under Step 2. 4. Right-click the GPO you created that’s linked beneath the current OU, then select the Edit option. The Group Policy Object Editor launches, as shown here: 211 PerfectDisk 10 User Guide The Group Policy Object Editor window shows the Computer Configuration and User Configuration containers that store per-computer and per-user information. 5. If you want to configure policies at the Computer level, expand the Computer Configuration node, and then expand the Administrative Template node. Select the PerfectDisk Group Policy template installed beneath that node. A list of policies appears in the right-hand pane as shown in the preceding screen shot. To configure policies at the User level, expand the User Configuration node and follow the same steps as above. 6. Double-click a policy to configure or right-click a policy and select Properties option. The Properties window opens as shown here: 212 Overview: Using PerfectDisk 10 with Active Directory 7. Set the properties of the selected policy. You can enable or disable it. You can also view the explanation of the selected policy by clicking the Explain tab, as shown here: 213 PerfectDisk 10 User Guide 8. Click the OK button when you have altered the configuration to your satisfaction. Computer Settings Here, we reproduce the Explain tab text for all PerfectDisk GPOs that fall under this heading. Allow PerfectDisk to defragment flash drives • If NOT CONFIGURED, PerfectDisk will follow whatever is set on the local computer. • If ENABLED, PerfectDisk will allow defragmenting Flash drives. • If DISABLED, PerfectDisk will not allow defragmenting Flash drives. PerfectDisk 2008 License Key 214 Overview: Using PerfectDisk 10 with Active Directory • If NOT CONFIGURED or DISABLED, the setting established locally will be followed. • If ENABLED, you can edit and enter a valid PerfectDisk 2008 license key that will then be deployed to all computers assigned to the OU. Note: Make sure to enter the appropriate license key for the computers assigned to the OU. Enter a PerfectDisk Professional license key if the computers are running PerfectDisk Professional, a PerfectDisk Server license key if the computers are running PerfectDisk Server, a PerfectDisk Exchange license key if the computers are running PerfectDisk for Exchange, or a PerfectDisk for VMware license key if the computers are running PerfectDisk for VMware. Boot File Optimization Settings - Raxco recommends letting PerfectDisk Manage Boot files only (option 1 in the General area of the PerfectDisk Settings window). See PerfectDisk Settings Window for additional details. • If NOT CONFIGURED, the setting established locally will be followed. • If ENABLED, the setting defined here will be followed. If either XP only option is selected for a Win2000 computer, PerfectDisk will manage the boot files (option 1). • If DISABLED, neither PerfectDisk nor the system will defragment the files needed to boot your computer. Defragmentation Threshold • If NOT CONFIGURED or DISABLED, the setting established locally will be followed. • If ENABLED, the value set will apply to all drives. Defragmentation will only occur if the threshold is exceeded. Aggressively Consolidate Free Space • If NOT CONFIGURED, the setting established locally will be followed. • If ENABLED, PerfectDisk will aggressively pack free space. • If DISABLED, PerfectDisk will use more relaxed free space packing algorithm. Do Not start defragmentation pass when on battery power • If NOT CONFIGURED, the setting established locally will be followed. • If ENABLED, PerfectDisk will not start defragmentation schedules if computer is on battery power. • If DISABLED, PerfectDisk will allow defragmentation schedules to start if computer is on battery power. Stop Defragmentation schedules if computer switches to battery power 215 PerfectDisk 10 User Guide • If NOT CONFIGURED, the setting established locally will be followed. • If ENABLED, PerfectDisk will stop running defragmentation schedules if computer switches to battery power. • If DISABLED, PerfectDisk will allow defragmentation schedules to continue running if computer switches to battery power. Allow PerfectDisk to defragment removable drives • If NOT CONFIGURED, the setting established locally will be followed. • If ENABLED, PerfectDisk will allow defragmenting removable media (USB, Firewire drives). • If DISABLED, PerfectDisk will not allow defragmenting removable media (USB, Firewire drives). What priority should the defragmenter have on the local computer • If NOT CONFIGURED or DISABLED, the setting established locally will be followed. • If ENABLED, PerfectDisk will adjust the defragmentation engine CPU priority to your selection: • Normal - PerfectDisk runs at a normal CPU priority • Idle - PerfectDisk runs below normal CPU priority • Turbo - PerfectDisk runs above a normal CPU priority Throttle defragmentation I/O • If NOT CONFIGURED or DISABLED, the setting established locally will be followed. • If ENABLED, PerfectDisk's defrag engine will slow down its disk I/O to allow other processes to access the disk. Log to PerfectDisk's Log • If NOT CONFIGURED, the setting established locally will be followed. • If ENABLED, PerfectDisk will log to its own log file. • If DISABLED, PerfectDisk will not log to its own log file. Log to Application Event Log 216 • If NOT CONFIGURED, the setting established locally will be followed. • If ENABLED, PerfectDisk will log to the Application Event Log. • If DISABLED, PerfectDisk will not log to the Application Event Log. Overview: Using PerfectDisk 10 with Active Directory Configure Auto Update • If NOT CONFIGURED, the setting established locally will be followed. • If ENABLED, the setting configured here will be followed. • If DISABLED, Auto Update will never run. Run Missed Schedules - You may have a defragmentation run scheduled when a computer is off. This rule allows you to set how PerfectDisk should handle missed schedules. • If NOT CONFIGURED, the setting established locally will be followed. • If ENABLED, missed schedules will be run when the computer is restarted. • If DISABLED, missed schedules will be re-scheduled when the computer restarts. The new start time will be calculated using the start time and periodicity on the schedule. One time schedules will not be rescheduled. Wake computer from standby/hibernation - A computer may be in standby or hibernation mode when a schedule was supposed to run. This rule allows you to set how PerfectDisk should handle this condition. Some computers can be awakened from this state; this is hardware dependent. • If NOT CONFIGURED, the setting established locally will be followed. • If ENABLED, PerfectDisk will attempt to wake the computer to run a schedule. • If DISABLED, PerfectDisk will not attempt to wake the computer for a scheduled defragmentation pass. Group Policy Schedules - Group Policy schedules allow you to select all drives or a comma delimited string indicating which drives to include. Mount points are not supported from the Group Policy schedules. • If NOT CONFIGURED or DISABLED, no Group Policy schedules will be generated. • If ENABLED, the schedule defined here will apply to all computers. There are 4 default group policy schedules, 2 default One Time schedules and 1 default Screen Saver schedule. Group Full Auto Schedule • If NOT CONFIGURED, or DISABLED no Group Policy schedules will be generated. • If ENABLED, the schedule defined here will apply to all computers. Setup Management from PerfectDisk Command Center via TCP/IP • If NOT CONFIGURED or DISABLED, the setting established locally will be followed. 217 PerfectDisk 10 User Guide • If ENABLED, the TCP/IP via specified port may be used in addition to DCOM for management from PerfectDisk Enterprise Console. Exclude Files from the defragmentation pass (comma delimited) • If NOT CONFIGURED, or DISABLED, PerfectDisk will follow whatever is set on the local computer. • If ENABLED, PerfectDisk's defrag engine will exclude specified files from the defragmentation pass. User Settings Here again, we reproduce Explain tab text for the GPOs that fall under this heading in the PerfectDisk template. Allow Access to PerfectDisk • If NOT CONFIGURED or ENABLED, any user can open PerfectDisk's user interface. This does not mean they can run PerfectDisk. Standalone computers allow Non-Administrative users access to PerfectDisk for use on their local computer only. In Network Mode you must be a member of the Local Administrators Group to use PerfectDisk. • If DISABLED, the user cannot launch PerfectDisk. This policy applies to all means of access to PerfectDisk; User Interface, MMC Snap-in, PerfectDisk Command line interface. Allow to see and use Free Space Management page • If ENABLED or NOT CONFIGURED any user can see and use Free Space management page. • If DISABLED, the Free Space management page will be removed from PerfectDisk's user interface. Allow to see PerfectDisk tray icon • If ENABLED or NOT CONFIGURED any user can see PerfectDisk's tray icon. • If DISABLED, the PerfectDisk's tray icon will be not shown in the system tray. Allow PD Settings • If NOT CONFIGURED or ENABLED, the user can access the PerfectDisk Settings window. Members of the Administrators Group will see all the settings. Non-administrators will only see the User Interface options. • If DISABLED, access will be blocked. The PerfectDisk Settings window allows changing PerfectDisk's network access, boot file management strategy, log setting, and Auto Update settings. Allow Analyzing drives 218 Overview: Using PerfectDisk 10 with Active Directory • If NOT CONFIGURED or ENABLED, the user can use PerfectDisk's Analyze feature. • If DISABLED, the Analyze function will be blocked. Allow starting an online defragmentation pass • If NOT CONFIGURED or ENABLED, the user can start a defragmentation pass. • If DISABLED, the user cannot start a defragmentation pass. Allow starting a System File (offline) defragmentation pass • If NOT CONFIGURED or ENABLED, the user can start a System File (offline) defragmentation pass. • If DISABLED, the user cannot start a System File (offline) defragmentation pass. Allow modification of Drive Properties • If NOT CONFIGURED or ENABLED, the user can access the Drive Properties Notebook and configure the online and offline settings. • If DISABLED, the user will not have access to the Drive Properties Notebook. Allow creating or changing schedules • If NOT CONFIGURED or ENABLED, the user will be allowed to create or change local schedules. • If DISABLED, the user cannot create or change any schedules. Allow starting a scheduled defragmentation pass • If NOT CONFIGURED or ENABLED, the user can start a schedule defragmentation pass using the Run Schedule. • If DISABLED, the user cannot manually start a defragmentation Schedule. Allow the user to check for updates • If NOT CONFIGURED or ENABLED, the user can check for updates from the Raxco web site. • If DISABLED, the user cannot manually check for updates. Related Topics • Manage PerfectDisk Using Active Directory Users and Computers • Manage PerfectDisk Using Microsoft Group Policy Management Console Deploying PerfectDisk Using Active Directory Group Policy 219 PerfectDisk 10 User Guide Deploying PerfectDisk Using Active Directory Group Policy PerfectDisk 10 supports complete integration with Active Directory’s Group Policy Administrative Templates to support fast and easy enterprise deployment, scheduling, and management. Not only does this reduce the time and effort required to deploy PerfectDisk, administrators already familiar with Active Directory will find this approach to installation, configuration, and deployment familiar. Active Directory management is integrated inside PerfectDisk and works through a variety of tools and interfaces. If a management station has the Group Policy Management Console (GPMC) installed, PerfectDisk can automate the process of importing the PerfectDisk GPO and linking it to your domain(s) or organizational units (OUs). Alternatively, you can manage PerfectDisk’s Group Policy settings using Active Directory Users and Computers, if the GPMC is not available. PerfectDisk’s Active Directory tab lets administrators manage PerfectDisk through Active Directory using either approach. Follow whichever management path works best for you: • Manage PerfectDisk Using Active Directory Users and Computers • Manage PerfectDisk Using the Microsoft Group Policy Management Console (GPMC) Manage PerfectDisk Using Active Directory Users and Computers If you do not have the Microsoft Group Policy Management Console installed, you can also manage PerfectDisk using Active Directory Users and Computers. Access Active Directory Users and Computers by following any of these steps: 220 • On you computer, click Start, Programs, Administrative Tools, then select Active Directory Users and Computers. • Open PerfectDisk, then click the Active Directory tab on the Tab Bar, then select the Steps to Manage icon on the Control Bar. Overview: Using PerfectDisk 10 with Active Directory Click the Open button that appears to the right of step 1 in the preceding list of instructions. Taking any of the steps mentioned opens the Active Directory Users and Computers window as shown here: 221 PerfectDisk 10 User Guide To configure the PerfectDisk Administrative Template, perform the following tasks • Task 1: Create the PerfectDisk Group Policy Object (GPO) for the Active Directory Organizational Unit (OU) • Task 2: Manage PerfectDisk settings by changing template policy property values Task 1: Create the PerfectDisk Group Policy Object (GPO) for the Active Directory Organizational Unit (OU) 1. In the Active Directory Users and Computers window, right click the desired OU, and then click Properties in the resulting pop-up menu. This opens the Properties window for that OU: 222 Overview: Using PerfectDisk 10 with Active Directory 2. Click the Group Policy tab to show GPO links, and then click the New button to create a new policy. 3. Enter a name for your policy (PerfectDisk 10 is what we use, so perhaps you should use it, too). 223 PerfectDisk 10 User Guide 4. Once you have created the policy, click the Edit button. This launches the Group Policy Object Editor window, where you must add an administrative template (.adm) file. 224 Overview: Using PerfectDisk 10 with Active Directory 5. Right-click the Administrative Template folder, then select Add/Remove Templates from the resulting pop-up menu. This open an Add/Remove Template window: 225 PerfectDisk 10 User Guide 6. Click the Add button, which causes the following window to appear: 7. Navigate to the .adm file for PerfectDisk, then click Open. This attaches the PerfectDisk Template to its GPO. Note: PerfectDisk includes this file in the installation package; it resides in the same folder as PerfectDisk (usually C:\Program Files\Raxco\PerfectDisk10\). 8. Click the Close button on the Add/Remove Templates window; you should now see the PerfectDisk template added to both Computer and User containers. 226 Overview: Using PerfectDisk 10 with Active Directory Note: The GPO you just created only links to the OU you selected at the outset of this process. You can link the same GPO to other OU’s, and they will all adhere to whatever policies you defined for this first OU. To link an existing GPO to another domain or OU, complete these steps 1. Open Active Directory Users and Computers. 2. In the console tree, right-click the organizational unit (OU) to which you would like to link the Group Policy Object. 3. Click Properties, and then click the Group Policy tab. 4. To add a Group Policy Object to the Group Policy Object Links list, click the Add button, which opens the Add a Group Policy Object Link dialog box. 5. Click the All tab, and then click the Group Policy Object you wish to add. Click OK. 6. In the Properties dialog box for the OU, click OK. Task 2: Manage PerfectDisk Settings by Changing Template Policies 227 PerfectDisk 10 User Guide With your GPOs defined and attached to all the proper OUs, you can now begin configuring PerfectDisk policies at the Computer and User levels. Please refer to Configuring PerfectDisk Policies for more information. Related Topics • Overview: Using PerfectDisk with Active Directory • Benefits of Using PerfectDisk with Active Directory • Manage PerfectDisk Using Active Directory Group Policy Management (GPOs) from the Microsoft Group Policy Management Console Manage PerfectDisk Using Active Directory Group Policy Management (GPOs) from the Microsoft Group Policy Management Console If you have the Microsoft Group Policy Management Console installed, you can manage PerfectDisk using Active Directory GPOs through the GPMC interface. You can automatically import the PerfectDisk GPO and link your domain or OUs to the GPO using the PerfectDisk GPMC wizard or by using the GPMC interface directly. The PerfectDisk GPMC wizard is easy to use, and helps you create and link the PerfectDisk GPO to OU's without the hassle or complicated steps involved in creating policy objects and linking GPOs individually. The PerfectDisk GPMC wizard automatically imports the PerfectDisk 10 administrative template (.adm file) into the group policy, then links or assigns it to your domain or organizational units (OUs). Create and Link the PerfectDisk GPO through GPMC Access the GPMC interface using any of these methods: • 228 Click Start, Programs, Administrative Tools, and Active Directory Users and Computers. Rightclick an OU then select Properties. In the Properties window, select the Group Policy tab, then click the Open button. This launches the Group Policy Management window. Overview: Using PerfectDisk 10 with Active Directory • Open PerfectDisk, click the Active Directory tab, then select the Steps to Manage icon in the Control Bar. In the main window, click the Open button, to launch Active Directory Users and Groups. Right click an OU, then select Properties from the resulting pop-up menu. In that Properties window, click the Group Policy tab, then click Open, to open the Group Policy Management window. 229 PerfectDisk 10 User Guide Next, please follow these steps: 1. Right-click on Group Policy Objects and select New option. The following window opens: 2. Enter a name for the object then click the OK button to add the GPO (we use PerfectDisk10). 3. Right-click this newly-created GPO to produce the pop-up menu shown here: 230 Overview: Using PerfectDisk 10 with Active Directory 4. Click the Edit option to open the Group Policy Object Editor, then right-click the Administrative Templates folder, and select Add/Remove Templates from the resulting pop-up menu: 231 PerfectDisk 10 User Guide 5. The Add/Remove Templates window opens where you can see the PerfectDisk template. 6. Click the Add button to produce a Policy Templates window. You’ll have to navigate from here to the directory where the PerfectDisk.adm file resides. 232 Overview: Using PerfectDisk 10 with Active Directory 7. When you get to PerfectDisk.adm, click Open to attach this template to its GPO (by default this file resides in C:\Program Files\Raxco\PerfectDisk10\). 8. Click the Close button on the Add/Remove Templates window, and the Group Policy Object Editor window should look something like this: 233 PerfectDisk 10 User Guide Now that you’ve defined your PerfectDisk GPOs at the Computer and User levels, you can start configuring them. See the Configuring PerfectDisk Policies section for more information. Linking a PerfectDisk GPO to an OU The PerfectDisk GPO that you just created links only to the OU that you selected near the outset of the process. You can link this same GPO to any number of OU’s, all of which will adhere to the same policies defined for this first OU. To link to an existing GPO, simply right-click a domain or an OU within a domain, then click Link an Existing GPO on the resulting pop-up menu. In the Select GPO dialog box that opens, click on the GPO to which you want to link, and then click OK. Create and Link a PerfectDisk GPO Using the PerfectDisk GPMC Wizard To use the PerfectDisk GPMC Wizard, follow these steps: 1. Open PerfectDisk. 2. Click the Active Directory tab on the Tab Bar. 3. Select the Using GPMC icon on the Command Bar. This tools enables you to create and link GPMC objects using a PerfectDisk wizard. 234 Overview: Using PerfectDisk 10 with Active Directory 4. Click the Create button. This automatically imports the PerfectDisk 10 Administrative Template into the Group Policy environment in Active Directory. 5. Click Next to open the following display: 235 PerfectDisk 10 User Guide 6. Next, you must assign the template to a domain, or to selected OUs, by linking them together. To do this, select an OU, then click the Link button at the upper right. To link all OUs in a group, select the group, then click Link. The Unlink and Unlink All buttons let you break the link between the group policy and the selected container(s). Once you link an OU to the PerfectDisk template, all computers inside that OU inherit the PerfectDisk 10 configuration and scheduling options assigned in that template. 7. Click the Next button to open the next Wizard display. After you click the Start button beneath Manage PerfectDisk 10, another button becomes available on the main PerfectDisk window where you can manage PerfectDisk Administrative Template policies 8. If you click the Finish button, the Wizard closes, but then you can click the Start button in the primary PerfectDisk window to open the Group Policy Management Console. Alternatively, you can click the Start button in the Wizard window, and jump right into the GPMC. When you do click Finish, you’ll see that the Completed check box in Step 1 in the primary PerfectDisk window is checked. You can then start managing PerfectDisk using Active Directory by clicking the Start button beneath Step 2. 236 Overview: Using PerfectDisk 10 with Active Directory Please consult the section entitled Configuring PerfectDisk Using Active Directory Group Policy to configure PerfectDisk policies at the Computer or User levels. Related Topics • Overview: Using PerfectDisk with Active Directory • Benefits of Using PerfectDisk with Active Directory • Deploying PerfectDisk with Active Directory • Manage PerfectDisk from the Active Directory Users and Computers Interface • Configuring PerfectDisk with Active Directory Group Policy 237 Using PerfectDisk for Exchange Using PerfectDisk for Exchange Raxco designed PerfectDisk for Exchange to meet maintenance requirements for Microsoft Exchange Server, and enables its users to reclaim disk space and compact data stores. Supported versions include: Exchange V5.5, Exchange 2000, Exchange 2003 and Exchange 2007. You can automate one-time or weekly passes to occur during off-hours and/or non-peak periods to avoid impacting business operations. PerfectDisk for Exchange includes a few options alongside existing PerfectDisk features to help integrate Exchange server maintenance along with other scheduled optimization tasks. Note: This module is not included in default versions of PerfectDisk: it is sold separately and works only on Exchange Server computers. You can configure Exchange data store optimization for a local server, or a virtual server in a clustered virtualization environment. Email notification is just a click away (see Configuring PerfectDisk for Exchange) and you can easily schedule or create schedule templates for one-time and weekly clean-up passes. Related Topics • • • • • PerfectDisk for Exchange overview The PerfectDisk Exchange tab Configuring PerfectDisk for Exchange Defragmenting an Exchange data store Scheduling PerfectDisk for Exchange PerfectDisk for Exchange overview Offline defragmentation and subsequent compaction of your Exchange Server data stores allows the operating system to reclaim disk space occupied by deleted data. As users delete e-mails, the Exchange Server software frees up the space within the data stores where those e-mails reside, but never returns actual on-disk storage space to the operating system. The resulting data store never shrinks in size, whereas smaller data stores equate with expedient backups and more efficient disk utilization. If an Exchange data store starts to consume increasingly large quantities of disk space, the only way to reclaim those resources is to perform an offline defragmentation and compaction pass. PerfectDisk enables you to automatically shut down an Exchange Server, and even stops required services in Exchange Server V5.5, then copies selected data stores to local or remote volumes, and compacts and optimizes volumes. You can also return data stores to their applicable Exchange directories and restart Exchange Server either through the User Interface or via a scheduled event. On Exchange 2000, 2003, and 2007, selected data stores are dismounted and no services need be stopped. This leaves your mail server available to other data stores it may manage. 239 PerfectDisk 10 User Guide See the related topics for more help on using PerfectDisk for Exchange. Related Topics • • • • The PerfectDisk Exchange tab Configuring PerfectDisk for Exchange Defragmenting an Exchange data store Scheduling PerfectDisk for Exchange The PerfectDisk Exchange tab PerfectDisk for Exchange adds an Exchange tab to the existing PerfectDisk line-up (shown below). You can dismount, compact, restore and re-mount connected Exchange data stores and manually start or stop optimization runs. The Exchange Command Bar interface includes three panels (Actions, Info and Options), an available data store list (center pane), and a wealth of status information (bottom pane). The Exchange Command Bar includes the following labeled areas: Actions – start and stop icons for running and halting PerfectDisk optimization. Info – Properties icon and name of the current Exchange Server connection. Options – common View Log and PerfectDisk Settings icons. A few unique entries and options appear only in PerfectDisk for Exchange. Under the PerfectDisk Settings dialog (accessible through the PerfectDisk Settings icon in the Options pane on the Command 240 Using PerfectDisk for Exchange Bar) you’ll find an Exchange Settings entry in the left hand settings list. Click that entry, and the following options appear: Exchange Server Name – the computer name determines the default settings, although virtual clusters are configured differently; otherwise, PerfectDisk for Exchange cannot operate on data stores. Notify email – you can elect to send e-mail notifications automatically. Selecting this option activates text boxes where you can specify an SMTP server and “from” and “to” email addresses. See the related topics for more help on using PerfectDisk for Exchange. Related Topics • • • • PerfectDisk for Exchange overview Configuring PerfectDisk for Exchange Defragmenting an Exchange data store Scheduling PerfectDisk for Exchange Configuring PerfectDisk for Exchange Configuring PerfectDisk for Exchange PerfectDisk provides the means to create an ideal Exchange Server defragmentation configuration for your particular software ecosystem. PerfectDisk for Exchange simplifies the tasks of starting, stopping, scheduling, and setting-up data store optimization to facilitate your maintenance routines. However, some preconditions apply to make sure you achieve optimal results within a fragmented messaging environment. 241 PerfectDisk 10 User Guide For starters, you must configure PerfectDisk for Exchange to optimize a given Exchange Server data store. There are two ways to accomplish this task: Specify a file and directory where PerfectDisk will deposit backups of a data store before defragmentation. Provide a working directory to which PerfectDisk will copy the data store when defragmentation completes. Please also look over the Exchange Data Store Defragmentation Preconditions help information. These best practices can help you leverage the best results from using PerfectDisk for Exchange defragmentation. Once these preconditions are met, you will be ready to begin optimizing selected Exchange Server data stores. To configure PerfectDisk for Exchange, follow these steps: 1. Open PerfectDisk. 2. Select the Exchange tab. The Exchange tab options window opens. 3. Click the Properties tool on the Info panel. The Data Store Configuration popup dialog appears, as shown below: 242 Using PerfectDisk for Exchange 4. Set the appropriate options. The Data Store Configuration dialog provides the following options: Backup File – specify a default backup file name for recovery purposes. You may choose to overwrite an existing file of the same name or create a new one. Working Directory – specify a default backup directory for run-time storage. You may browse for a default location or manually specify a drive path. Apply to all stores – treat every data store equally, otherwise treat the current selection individually and modify only its settings. 5. Click OK. See the related topics for more help on using PerfectDisk for Exchange. Related Topics • • • • Specify the backup directory Specify the working directory Using a remote share for Exchange defrag Configuring PerfectDisk for Exchange in virtual environments Specify the backup directory Microsoft strongly recommends that you create a full backup of your Microsoft Exchange Server data store(s) before performing any offline defragmentation passes. Any ongoing database changes will 243 PerfectDisk 10 User Guide adversely affect defragmentation and the database itself, potentially causing damage and possibly even a restart failure. Once you cross that bridge, there is no turning back—so create your backups now! We recommend that you keep your backups in a single directory, and follow a consistent approach and regular timing when executing offline defragmentation. Set a schedule that fits your business needs. To select a target for backup, follow these steps: 1. Open PerfectDisk. 2. Select the Exchange tab to enter Exchange mode. The Exchange tab main window opens. 3. Select an entry to configure from the Data Store List then select the Properties tool from the tool bar or right-click the selected entry and choose Properties. The Data Store Configuration window appears. 244 Using PerfectDisk for Exchange 4. In the Backup File field, provide a full path to the backup directory and an applicable file. You may click Browse to locate a file path or manually enter a path name in the text box provided. Note: We recommend that you include the date and time in your backup file name to distinguish various backup files and give you quick at-a-glance indexing into the backups you create over time. For example, backup-11-12-2008 (10h15m).edb quickly tells you how recent and relevant a particular backup file is over just backup.edb by itself. 5. Choose Overwrite to replace an existing file of the same name, which shouldn’t be necessary if you use unique file names that incorporate date and time of creation as we recommend. Otherwise, choose Create new file. Note: If you click Create new file, PerfectDisk appends the current date and time (down to the hour and minute) as this backup file is created. 6. Click OK to finalize your configuration settings when finished. Note: PerfectDisk runs under the LocalSystem security context, so any remote shares must grant access to PerfectDisk for Exchange. The easiest way to get this right is to grant the Domain Computer account full control over the share using the Domain Controller Security Policy applet. Related Topics • • • • Configuring PerfectDisk for Exchange Specify the working directory Using a remote share for Exchange defrag Configuring PerfectDisk for Exchange in virtual environments Specify the working directory 245 PerfectDisk 10 User Guide PerfectDisk for Exchange requires a suitable working directory to house and process an offline data store for initial defragmentation and final compaction. A copy of the current data store is created, operated upon, and then copied over the original version of the active information store. PerfectDisk requires sufficient drive space to make an exact copy of the target Exchange data store. The process requires drive space equal to 110% of the original data store size, so that means you need about 110 GBs of storage for every 100 GBs of data store. Default settings for the various versions of Microsoft Exchange appear below: Exchange V5.5 – If left unspecified, the default working directory is set to the system32 folder on the boot drive (C:\Windows\System32). Exchange 2000/2003/2007 – If left unspecified, the default working directory is set to the Exchange Server binary directory (C:\Program Files\Exchsrvr\BIN). To specify the working directory, follow these steps: 1. Open PerfectDisk. 2. Click the Exchange tab to enter Exchange mode. The Exchange tab main window opens. 3. Select a data store to configure from the Data Store List, then select the Properties tool from the tool bar or right-click the selected entry and choose Properties from the context menu. 246 Using PerfectDisk for Exchange The Data Store Configuration window appears. 4. In the Working Directory field, provide a full path to the backup directory and an applicable file. You may click Browse to locate a file path or type a path name into the text box provided. 5. Click OK to finalize your configuration settings when finished. Note: PerfectDisk runs within the LocalSystem security context, so any remote shares must enable access to PerfectDisk for Exchange. The easiest way to get this right is to grant the Domain Computer account full control over the share using the Domain Controller Security Policy applet. See the related topics for more help on using PerfectDisk for Exchange. Related Topics • • • • Configuring PerfectDisk for Exchange Specify the backup directory Using a remote share for Exchange defrag Configuring PerfectDisk for Exchange in virtual environments Using a remote share for Exchange defragmentation If you don’t have sufficient space for defragmenting data stores on a local storage volume then you can configure PerfectDisk for Exchange to use temporary network storage space. The network-attached storage volume must possess enough free space for you to offload processing of this data. PerfectDisk will delete the temporary file upon completion of the defragmentation pass. 247 PerfectDisk 10 User Guide Warning: If you choose a path on a remote computer, PerfectDisk alters the share access rights to allow an ANONYMOUS login on the specified share point. This grants the share point FULL CONTROL to EVERYONE. This operation may conflict with your existing security policy. See the related topics for more help on using PerfectDisk for Exchange. Related Topics • • • • Configuring PerfectDisk for Exchange Specify the backup directory Specify the working directory Configuring PerfectDisk for Exchange in virtual environments Configuring PerfectDisk for Exchange in virtual environments PerfectDisk for Exchange may not detect your Exchange Server installation in a virtual cluster environment. You must manually configure PerfectDisk with the name of your Exchange Server. To identify your Exchange Server setup to PerfectDisk for Exchange, follow these steps: 1. Open PerfectDisk. 2. Click the PerfectDisk Settings icon on the Options panel. The PerfectDisk Settings popup dialog appears. 3. Select the Exchange tab and enter the virtual server name. 4. Click OK to save your changes and return to the Exchange tab. Your Exchange stores now appear. See the related topics for more help on using PerfectDisk for Exchange. Related Topics • • • • Configuring PerfectDisk for Exchange Specify the backup directory Specify the working directory Using a remote share for Exchange defrag Defragmenting an Exchange data store Defragmenting an Exchange data store PerfectDisk for Exchange integrates the best of PerfectDisk optimization and Microsoft Exchange compaction to achieve performance gains particularly on busy Exchange servers. You can easily schedule 248 Using PerfectDisk for Exchange the multi-part process of servicing Exchange active data stores (stop, dismount, compact, remount, and restart) for hands-free maintenance during off-peak or late night hours. See the related topics for more help on using PerfectDisk for Exchange. Related Topics • • • • • • • Preconditions for defragmenting Exchange data stores Starting Exchange data store defragmentation processes Stopping Exchange data store defragmentation processes Viewing details of Exchange defragmentation Viewing statistics of Exchange defragmentation Configuring PerfectDisk for Exchange Scheduling PerfectDisk for Exchange Preconditions for defragmenting Exchange data stores There are a few items of interest to cover before you defragment any Exchange Server data stores. Follow these best practices to ensure a positive experience and outcome. Configure PerfectDisk for Exchange with sufficient free disk space. Create a current backup of your Exchange data store. Ensure that all users delete unnecessary items from their SENT and DELETED folders. Prior to starting an offline defragmentation store, you must follow these steps: 1. Configure PerfectDisk with sufficient free space to ensure success. See Configuring Exchange Module for more information. 2. Create a current backup unless one already exists. If the defragmentation run fails or is interrupted, it may corrupt the data store. In such cases, you will need to recover from a backup copy. 3. Delete all unnecessary user items from Sent and Deleted folders to ensure maximum space reclamation. This permits PerfectDisk to recover the most possible space when an Exchange store is offline. You can defragment an Exchange data store in one of two ways: • Manual start – Run the defragmentation pass immediately. See Starting Exchange Data Store Defragmentation for more information. • Schedule start – Run the defragmentation pass unattended at some predetermined date and time. See Creating a Schedule for Exchange Data Store for more information. We encourage you to make backups early and often, especially when you perform any changes or optimizations to business or mission-critical software and storage. Despite configuring, 249 PerfectDisk 10 User Guide defragmenting, and optimizing systems to operate at peak performance, an incorrect or incompatible alteration or setting can cause a system to become unstable or unusable. That said, there is at least one task you should perform after completing a PerfectDisk offline defragmentation pass: perform a full online backup. When the offline defragmentation process runs, it changes the database signature, which makes it incompatible with old log files. A fresh backup matches the fresh new database correctly. See the related topics for more help using PerfectDisk for Exchange. Related Topics • • • • • • • Defragmenting an Exchange data store Starting Exchange data store defragmentation Stopping Exchange data store defragmentation Viewing details of Exchange defragmentation Viewing statistics of Exchange defragmentation Configuring PerfectDisk for Exchange Scheduling PerfectDisk for Exchange Starting Exchange data store defragmentation PerfectDisk for Exchange simplifies the task of starting, stopping and scheduling data store optimization to facilitate your life cycle maintenance routines. To start Exchange offline compaction, follow these steps: 1. Open PerfectDisk. 2. Select the Exchange tab. The Exchange tab options window opens. 3. Choose an appropriate Storage Group from the available data store list. 4. Click the Start icon on the Actions panel. A new dialog appears asking to dismount the selected data store(s): 250 Using PerfectDisk for Exchange 5. Click Yes to continue. The defragmentation process starts and when it completes, the results of the defragmentation is shown in the Details window. See the related topics for more help using PerfectDisk for Exchange. Related Topics • • • • • • • Defragmenting an Exchange data store Preconditions for defragmenting Exchange data stores Stopping Exchange data store defragmentation Viewing details of Exchange defragmentation Viewing statistics of Exchange defragmentation Configuring PerfectDisk for Exchange Scheduling PerfectDisk for Exchange Stopping Exchange data store defragmentation PerfectDisk for Exchange simplifies the task of starting, stopping and scheduling data store optimization to facilitate your life cycle maintenance routines. To stop an ongoing Exchange schedule, follow these steps: 1. Open PerfectDisk. 2. Select the Exchange tab. 3. Click Stop in the Actions area on the Control Bar. See the related topics for more help using PerfectDisk for Exchange. Related Topics • • • • • • • Defragmenting an Exchange data store Preconditions for defragmenting Exchange data stores Starting Exchange data store defragmentation Viewing details of Exchange defragmentation Viewing statistics of Exchange defragmentation Configuring PerfectDisk for Exchange Scheduling PerfectDisk for Exchange Viewing details of Exchange defragmentation 251 PerfectDisk 10 User Guide You can view the details of the defragmentation process in the Details window. The Details window shows the resultant log for the selected data store defragmentation. To open the Details window, complete the following steps: 1. Open PerfectDisk. 2. Click the Exchange tab. The Details button enables after a defragmentation pass completes on the selected Exchange data store. Locate the Details button at the bottom right corner of the Exchange tab window, as shown below: 3. Click the Details button. The Details window appears as shown next: See the related topics for more help on using PerfectDisk for Exchange. Related Topics • • • • • • • Defragmenting an Exchange data store Preconditions for defragmenting Exchange data stores Starting Exchange data store defragmentation Stopping Exchange data store defragmentation Viewing statistics of Exchange defragmentation Configuring PerfectDisk for Exchange Scheduling PerfectDisk for Exchange Viewing Exchange defragmentation statistics 252 Using PerfectDisk for Exchange After you perform a defragmentation pass on your Exchange data stores, the Exchange Statistics window opens to display the results of that operation. The Exchange Statistics window provides the following information: Elapsed time – Displays the time elapsed (in hours, minutes and seconds) during defragmentation from start to finish. CPU time – Displays CPU time elapsed (in hours, minutes and seconds) during defragmentation from start to finish. Path to data store – Displays path to the selected Exchange data store. Backup path – Displays the drive path where backups are stored. Size before – Displays the size before defragmentation and compaction. Size after – Displays the size after defragmentation and compaction. Percent gained – Displays the percentage of storage space reclaimed after defragmentation. See the related topics for more help using PerfectDisk for Exchange. Related Topics • • • • • • • Defragmenting an Exchange data store Preconditions for defragmenting Exchange data stores Starting Exchange data store defragmentation Stopping Exchange data store defragmentation Viewing details of Exchange defragmentation Configuring PerfectDisk for Exchange Scheduling PerfectDisk for Exchange Scheduling PerfectDisk for Exchange Scheduling PerfectDisk for Exchange You can easily create, edit, enable, disable, rename, and start or stop PerfectDisk for Exchange schedules. PerfectDisk also allows you to create and reuse schedule templates to help ease your administrative burdens. Related Topics • • • • • PerfectDisk for Exchange overview The PerfectDisk Exchange tab Editing an Exchange defragmentation schedule Deleting an Exchange defragmentation schedule Renaming an Exchange defragmentation schedule 253 PerfectDisk 10 User Guide • • • • • Enabling an Exchange defragmentation schedule Disabling an Exchange defragmentation schedule Configuring PerfectDisk for Exchange Scheduling PerfectDisk for Exchange Defragmenting an Exchange data store Creating an Exchange defragmentation schedule You can schedule a data store for unattended defragmentation at a predetermined date and time in the future. Scheduling off-hours offline defragmentation makes your administrative tasks more effective and less impactful on end-users. PerfectDisk’s Schedule Wizard enables you to schedule the following types of schedule: One-Time Schedule – Used to perform defragmentation only once. This option is useful whenever you want to execute a defragmentation pass later, such as the early morning or offpeak hours when system workloads are lighter. Weekly Schedule – Used to perform defragmentation passes on a weekly interval. The interval itself can be one or several weeks at a time. Use this option whenever you want to schedule regular defragmentation passes once weekly or every several weeks. For more information on PerfectDisk Scheduling, see the Help Section on AutoPilot Scheduling. See these related topics for more help on using PerfectDisk for Exchange. Related Topics • • • • • • • Editing an Exchange defragmentation schedule Deleting an Exchange defragmentation schedule Renaming an Exchange defragmentation schedule Enabling an Exchange defragmentation schedule Disabling an Exchange defragmentation schedule Configuring PerfectDisk for Exchange Scheduling PerfectDisk for Exchange Editing an Exchange defragmentation schedule You may only edit one Exchange schedule at a time, but you can edit all properties for that schedule including its name. Note: PerfectDisk will create certain schedules through PerfectDisk 10 Enterprise Console when managing a group of computers, and others by a remote computer or via Active Directory. You cannot edit those schedules by launching PerfectDisk locally; you can only edit them through their applicable sources source. To edit a schedule, follow these steps: 254 Using PerfectDisk for Exchange 1. Open PerfectDisk. 2. Select the AutoPilot tab to access AutoPilot Schedule mode. Alternatively, you may select Change from the Next Run heading under the Available Drive List in Defragmentation mode. 3. Select a schedule to edit from the Schedule List in the AutoPilot main window. The properties for that schedule appear in the bottom pane of the Schedule Properties window, as shown below: 4. Click Edit from the tool bar or right-click a schedule and choose Edit. The Schedule Wizard appears. 5. Change the name of a schedule in the Schedule Name page. When done, click Next. 6. Change the drives to defragment in the Drive Selection page. When done, click Next. 7. Change the defragmentation method in the Defragmentation Methods page. When done, click Next. 8. Change the date, time, frequency or shutdown options as necessary. When done, click the Finish button to save your schedule changes. See the related topics for more help using PerfectDisk for Exchange. 255 PerfectDisk 10 User Guide Related Topics • • • • • • • Creating an Exchange defragmentation schedule Deleting an Exchange defragmentation schedule Renaming an Exchange defragmentation schedule Enabling an Exchange defragmentation schedule Disabling an Exchange defragmentation schedule Configuring PerfectDisk for Exchange Scheduling PerfectDisk for Exchange Deleting an Exchange defragmentation schedule Defragmentation schedules should change to reflect the current demands and dynamic trends of your working environment. You can introduce new schedules to better address the operational concerns and conditions of your environment, and eventually supersede or replace old schedules. You can delete any Exchange schedule when you no longer need it. To delete an Exchange schedule, follow these steps: 1. Open PerfectDisk. 2. Select the AutoPilot tab to enter AutoPilot Schedule mode. Alternatively, you can select Change from the Next Run column under the Available Drive List from Defragmentation mode. 3. Select a schedule from the list. Choose Delete from the tool bar or right-click the schedule entry and choose Delete from the context menu. 256 Using PerfectDisk for Exchange 4. Click Yes to delete the schedule. See the related topics for more help using PerfectDisk for Exchange. Related Topics Creating an Exchange defragmentation schedule Editing an Exchange defragmentation schedule • Renaming an Exchange defragmentation schedule • Enabling an Exchange defragmentation schedule • Disabling an Exchange defragmentation schedule • Configuring PerfectDisk for Exchange Scheduling PerfectDisk for Exchange • • • Renaming an Exchange defragmentation schedule PerfectDisk enables you to edit several properties on your Exchange Server schedules including the schedule name. You may want to rename a schedule to differentiate it from new schedules introduced to the PerfectDisk defragmenter. It’s easier to distinguish among several separate schedules when you give each one a uniquely descriptive title indicating its place and purpose. Names like “Daily Defrag” and “Weekly Cleanup” or “Monthly Cleanup” give you quick, at-a-glance information regarding the nature of these schedules. Eventually you may want to rename an existing schedule. Follow these steps: 257 PerfectDisk 10 User Guide 1. Open PerfectDisk. 2. Select the AutoPilot tab to enter AutoPilot Schedule mode. Alternatively, you may select Change from the Next Run column under the Available Drive List in Defragmentation mode. The Schedule Wizard appears. 3. Change the name and click the Finish button when you’re done. See the related topics for more help using PerfectDisk for Exchange. Related Topics Creating an Exchange defragmentation schedule • Editing an Exchange defragmentation schedule • Deleting an Exchange defragmentation schedule • Enabling an Exchange defragmentation schedule • Disabling an Exchange defragmentation schedule • Configuring PerfectDisk for Exchange Scheduling PerfectDisk for Exchange • • Enabling an Exchange defragmentation schedule You can selectively enable or disable schedules whenever you encounter a situation where one is unnecessary or undesirable, particularly for an unspecified length of time. You may be performing critical maintenance or service repair to a production server, for example, or conducting upgrade tasks for its crucial hardware resources; you could be piloting a new application or service on a production machine and do not want any scheduled interruptions to occur. In such instances, you clearly don’t want or need defragmentation. To enable a previously disabled Exchange Schedule defrag, follow these steps: 1. Open PerfectDisk. 2. Select the AutoPilot tab to enter AutoPilot Schedule mode. Alternatively, you may select Change from the Next Run column under the Available Drive List in Defragmentation mode. 3. Select an appropriate schedule from the Schedule List. Click Enable from the tool bar, or rightclick the highlighted schedule entry and choose Enable. This enables the schedule, as indicated in the Disabled column field of the Schedule List (it should now read “No” as in “not disabled”). See the related topics for more help using PerfectDisk for Exchange. 258 Using PerfectDisk for Exchange Related Topics Creating an Exchange defragmentation schedule • Editing an Exchange defragmentation schedule • Deleting an Exchange defragmentation schedule • Renaming an Exchange defragmentation schedule • Disabling an Exchange defragmentation schedule • Configuring PerfectDisk for Exchange Scheduling PerfectDisk for Exchange • • Disabling an Exchange defragmentation schedule You can selectively enable or disable schedules whenever you encounter a situation where one unnecessary or undesirable, particularly for an unspecified length of time. You may be performing critical maintenance or service repair to a production server, for example, or conducting upgrade tasks for its crucial hardware resources; you could be piloting a new application or service on a production machine and do not want any scheduled interruptions to occur. In such instances, you clearly don’t want or need defragmentation. To disable an Exchange Schedule defrag, follow these steps: 1. Open PerfectDisk. 2. Select the AutoPilot tab to enter AutoPilot Schedule mode. Alternatively, you may select Change from the Next Run column under the Available Drive List in Defragmentation mode. 3. Select an appropriate schedule from the Schedule List. Click Disable from the tool bar or rightclick the highlighted schedule entry and choose Disable. This disables the schedule, as indicated in the Disabled column field of the Schedule List (it should now read “Yes” as in “this is disabled”). See the related topics for more help using PerfectDisk for Exchange. Related Topics • • • • • • Creating an Exchange defragmentation schedule Editing an Exchange defragmentation schedule Deleting an Exchange defragmentation schedule Renaming an Exchange defragmentation schedule Enabling an Exchange defragmentation schedule Configuring PerfectDisk for Exchange 259 PerfectDisk 10 User Guide • Scheduling PerfectDisk for Exchange PerfectDisk for Exchange Frequently Asked Questions PerfectDisk for Exchange Frequently Asked Questions There are specific constraints and components to PerfectDisk for Exchange about which we get common and repeated questions. The following sub-headings contain information related to such frequently asked questions (FAQs) along with relevant answers from our experts. Related Topics • • • • • How long does it take to defragment an Exchange data store? How much free space is required to defragment an Exchange data store? How often should I defragment an Exchange data store? What’s different between PerfectDisk and PerfectDisk for Exchange? What versions of Exchange Server does PerfectDisk support? How long does it take to defragment an Exchange data store? Given sufficient local storage space on the Exchange Server system, PerfectDisk for Exchange will process approximately 4 GB of data in about an hour (4GB/hr). Without sufficient local storage for the temporary data store, PerfectDisk for Exchange suffers throughput penalties that cut performance in half, to around 2GB/hr. PerfectDisk for Exchange’s resulting performance depends on a variety of configuration scenarios, taking into consideration optimal choices for hardware selection, system configuration, network speed, and the amount of space used by and reclaimed from the information stores. Related Topics • • • • How much free space is required to defragment an Exchange data store? How often should I defragment an Exchange data store? What’s different between PerfectDisk and PerfectDisk for Exchange? What versions of Exchange Server does PerfectDisk support? How much free space is required to defragment an Exchange data store? When your data store is defragmented, PerfectDisk creates a separate working copy in a temporary directory, and then copies this file back over the original data store. To create this working copy of the Exchange data store, there must first be sufficient space on your target hard drive. Defragmenting an Exchange data store requires free space equal to 110% of the original data store size. You can figure that amounts to about 11 GB for every 10 GB, or 110 GB for every 100 GB of space in a data store. By default, PerfectDisk will use the boot drive containing the Windows installation path. Related Topics 260 Using PerfectDisk for Exchange • • • • How long does it take to defragment an Exchange data store? How often should I defragment an Exchange data store? What’s different between PerfectDisk and PerfectDisk for Exchange? What versions of Exchange Server does PerfectDisk support? How often should I defragment an Exchange data store? Microsoft Exchange best practices recommend that you perform complete offline defragmentation and optimization of information stores once every three months. You should probably schedule this into an annual maintenance cycle and—where necessary—provide ample warning to administrators and endusers alike when the scheduled time comes. Microsoft Exchange automatically handles database cleanup as part of its core daily maintenance routines, but this functionality does not recover disk space. To recover disk space, you must schedule an offline defragmentation pass of Exchange data stores. Related Topics • • • • How long does it take to defragment an Exchange data store? How much free space is required to defragment an Exchange data store? What’s different between PerfectDisk and PerfectDisk for Exchange? What versions of Exchange Server does PerfectDisk support? What versions of Exchange Server does PerfectDisk support? PerfectDisk for Exchange currently supports a select series of Microsoft products. These include the following: Microsoft Exchange 2000 on Windows 2000 Server Exchange 2000/2003 on Windows 2000/2003 Server Exchange Server 2007 on Windows Server 2003 x64 Exchange Server 2007 on Windows Server 2008 PerfectDisk does not support any versions of Exchange Server prior to 5.5. See the related topics for more information on PerfectDisk for Exchange. Related Topics • • • • How often should I defragment an Exchange data store? How long does it take to defragment an Exchange data store? How much free space is required to defragment an Exchange data store? What’s different between PerfectDisk and PerfectDisk for Exchange? Troubleshooting PerfectDisk for Exchange Troubleshooting PerfectDisk for Exchange 261 PerfectDisk 10 User Guide You may encounter run-time issues with PerfectDisk for Exchange where it will respond with error messages of some kind. Use this information to help us assist you with any problems you may have using Raxco Software products. You can also search the Raxco online knowledge base for related issues using error names or message titles as search terms. Related Topics • • What is a CallBackNotResolved error? What is a jet error message? What is a CallBackNotResolved error? You may encounter this error when performing offline compaction of an Exchange Server data store and your application event log will report the following: Eseutil (2036) The database engine could not find the file or folder called jcb.dll. This indicates an internal error with ESEUTIL, part of the Microsoft Exchange Server package. Please see MS 683145 for more information about this error. There is also a Microsoft Knowledge Base article (KB 273087) discussing jcb.dll. ESEUTIL and jcb.dll are both Microsoft code, and Microsoft is the premier resource for diagnosing and resolving internal issues with their core products. Related Topics • • • Contact Raxco technical support What is a jet error message? PerfectDisk for Exchange Frequently Asked Questions What is a jet error message? A jet error message may arise when you run PerfectDisk offline compaction against Exchange Server data stores. This issue actually arises from ESEUTIL, the Microsoft program used to perform the offline compaction, and reports in the PerfectDisk log. Identify the error message and search Microsoft’s storage engine error codes list for a resolution. You may also use the error message for a keyword search through the Microsoft Knowledge Base at support.microsoft.com. This usually provides more information about Microsoft-related error issues and resolution paths. For example, if you receive a JET_errFileAccessDenied – 1032 error message in the PerfectDisk log, this usually means the file cannot be accessed (it may be locked by another process and currently in use). Follow Microsoft’s recommended solution process to resolve this issue. If you see no clear solution and there’s no apparent fix after identifying the error message and searching Microsoft’s site, then try offline compaction through Microsoft’s Exchange Server Database Utilities (ESEUTIL). 262 Using PerfectDisk for Exchange Specify the same parameters that appear in PerfectDisk for Exchange, then run offline compaction via ESEUTIL (e.g., temporary working path and backup directory). If manual offline compaction with ESEUTIL succeeds but PerfectDisk fails, please contact Raxco for further assistance. Related Topics • • • Contact Raxco technical support What is a CallBackNotResolved error? PerfectDisk for Exchange Frequently Asked Questions 263 PerfectDisk for Virtual Computing PerfectDisk for Virtual Computing Most defragmenters do one thing and one thing only: defragment hard drives. One crucial task few defragmenters can handle is defragmenting disk volumes implemented within virtual computing environments. When you purchase licensing and install the appropriate version of PerfectDisk, you can do exactly that—defragment virtual computer drives. PerfectDisk for VMware caters to VMware-specific defragmentation and optimization needs from a management perspective (both inside and outside the virtual environment). You can assign and defragment virtual computer guests and their host operating systems or create schedules to process optimization after business hours. PerfectDisk Virtual Enterprise Edition is a virtualization-aware platform that operates from within the virtual guest environment itself across a range of environments, including VMWare ESX, Hyper-V, Virtual PC, and Virtual Server. These products perform drive optimization on selected volumes by leveraging native virtual machine optimization features that permit them to defragment, re-index, and shrink virtual drives to enhance loading, and boost run-time and unloading performance. Furthermore, you can automate virtual machine defragmentation fully, and facilitate hands-free administration for both physical and virtual workstation or server storage volumes. Related Topics • • • • Defragmenting virtual computer drives overview The Virtual Computer tab (PerfectDisk for VMware only) The Active Directory tab (PerfectDisk Virtual Enterprise Edition only) Defragmenting virtual computer drives Defragmenting virtual computer drives overview Defragmenting virtual computer drives overview Fragmentation affects server and workstation virtual computing environments just like any other physical computing context. Files become fragmented and file fragments become scattered within the bounds of a dynamically sized virtual disk image. Defragmenting both the virtual host and virtual guest platforms are crucial to maintaining a well-balanced virtual computing environment. Virtual machine (VM) performance takes a hit whenever a virtual environment must parse and process heavily fragmented virtual disk images that sometimes represent virtual storage on disk. This kind of performance degradation is more or less the same thing that happens when Windows accesses any heavily used ordinary disk volume. Fragmentation inhibits read and write performance, where its effects only multiply when virtualization enters the picture. 265 PerfectDisk 10 User Guide Related Topics • • • • • Restoring virtual machine performance Virtual Servers (Windows Host OS) The Virtual Computer tab (PerfectDisk for VMware only) The Active Directory tab (PerfectDisk Virtual Enterprise Edition only) Defragmenting virtual computer drives Restoring virtual machine performance VM usage implies that multiple instances of an operating system operate concurrently within the same space and use the same resources. As those instances access and utilize shared resources (like virtual disk images) fragmentation grows exponentially—especially whenever resources expand dynamically as they so often do in virtualized environments. Dynamically enlarged virtual disk images aren't always resized when data is deleted, either, so they often include sizable amounts of wasted space. By nature, a virtual disk image increases in size as it retains more data. An image that eventually reaches 10 GB in size that then has half that data deleted nevertheless remains a 10 GB image. Furthermore, that image becomes internally fragmented as files and data are deleted. Parsing its way through this virtual wreckage incurs processing overhead and increases access times (which translates into longer end-user waits). It’s a waste of processing time and virtual machine storage. Note: Virtual machine management solutions generally provide some maintenance and optimization tools for handling virtual disk images. PerfectDisk can restore unused and wasted space from such a 10 GB image, and return the end-of-disk pointer back to the 5 GB mark where it belongs. PerfectDisk compaction can also improve overall access times for that image and reclaim free space within the host Windows file systems pool. See these related topics for more information on defragmenting in virtual environments. Related Topics Virtual Servers (Windows Host OS) The Virtual Computer tab (PerfectDisk for VMware only) • The Active Directory tab (PerfectDisk Virtual Enterprise Edition only) Defragmenting virtual computer drives • • • Virtual Servers (Windows Host OS) A Windows-based system functioning as host for one or more virtual guest instances of Windows typically includes one or more data drives that contain large VMware disk images (VMDKs) or Microsoft Virtual Server files (VHDs). From a virtualization standpoint, these files represent storage volumes for these guest platforms. When such files are created and maintained on a host OS, they usually start large and expand from there (sizes of 10 GB and up are typical)—especially if a VMDK or VHD is configured to match the size of the guest OS drive. 266 PerfectDisk for Virtual Computing While VMware/Virtual Server can remain operational during defragmentation, heavily used servers may benefit from PerfectDisk’s offline Consolidate Free Space pass during off-peak hours. That way, these servers can maintain reasonable disk and resource utilization, while also remaining available to users as needed. It’s also good practice to run PerfectDisk at a low CPU priority value and to monitor disk usage carefully on such machines. Drives should be defragmented regularly when VMDKs or VHDs themselves become heavily fragmented (which usually means 500 or more fragments). After shrinking a VMDK/VHD images it’s also good practice to perform a Consolidate Free Space defragmentation to ensure that contiguous free space is consolidated. On the OS drive, it’s wise to perform an initial SMARTPlacement defragment pass to defragment and optimize files, and consolidate free space. After this initial cleanup, repeat this regimen at least monthly, if not weekly, for best results. Note: To achieve the best defragmentation speeds on Virtual Server drives, do not use the Aggressive Free Space Consolidation method in PerfectDisk. Related Topics • • • • Restoring virtual machine performance The Virtual Computer tab (PerfectDisk for VMware only) The Active Directory tab (PerfectDisk Virtual Enterprise Edition only) Defragmenting virtual computer drives The Virtual Computer tab (PerfectDisk for VMware only) The Virtual Computer tab (PerfectDisk for VMware only) PerfectDisk for VMware provides an exclusive Virtual Computer tab to corral all user-definable virtual machine optimization features and functionality for managing a virtual environment. Here, you can schedule one-time or weekly defragmentation, re-indexing and shrinkage for VMware virtual drives, improve performance, and reclaim disk space for virtual guest and physical host systems alike. Note: The Virtual Computer tab is available only in PerfectDisk for VMware. You may access and navigate these new options by clicking the Virtual Computer tab. PerfectDisk Virtual Enterprise Edition does not include a Virtual Computer tab. To access Virtual Computer features, follow these instructions: 1. Open PerfectDisk. 2. Select the Virtual Computer tab. The Virtual Computer main window opens as shown: 267 PerfectDisk 10 User Guide 3. Select the appropriate options and parameters as necessary. 4. Click the Start button after making your final selection. As you can see in the image above, the Virtual Computer main window is divided into related groups of virtual drive options and information. The main window is divided as follows: Tab bar – Used to switch between Defragmentation, AutoPilot, Space Management and Product Resources modes. Control bar – Shows icons applicable to Virtual Computer operations including Start and Stop icons, enumerated check box options and a virtual computer-specific Properties button. Available virtual guest list – Displays a list of available guest volumes on your system. Your system may show one or several volumes depending on how it’s configured. Available virtual host list – Displays a list of available host volumes on your system. Your system may show one or several volumes depending on how it’s configured. See the related topics for more information on defragmenting in virtual environments. Related Topics • 268 Virtual Computer tool bar PerfectDisk for Virtual Computing • • • • Virtual Computer Available Virtual Guest List Virtual Computer Available Virtual Host List The Active Directory tab (PerfectDisk Virtual Enterprise Edition only) Defragmenting virtual computer drives Virtual Computer Control Bar The Control Bar conveniently places frequently used features and functionality along the top of the Virtual Computer window. It displays the following panels, icons, and check boxes: Three panels appear on the Virtual Computer Control Bar: Actions – Features icons for starting and stopping PerfectDisk and check box items that influence treatment of virtual volumes. Info – Contains only a single icon: Properties. This item presents the following: Options – Standard quick-launch icons located in every tab (View Log and PerfectDisk Settings). At the right of the Actions frame of the Virtual Computer Control Bar you will find the Start button which sets off the defragmentation process, along with Virtual Drive check box options for defragmenting the file system, internal structures, and reclaiming space, and a big red button marked Stop. The optional check box items on the Actions panel include: 269 PerfectDisk 10 User Guide Defragment File System Offline – Specify whether PerfectDisk should dismount, process, and remount the virtual machine. Defragment File System – Choose whether PerfectDisk should process the file system. Defragment Internal Structures – Re-index internal structures within VMware’s virtual drive, which requires the VMware DiskMount utility. Reclaim Unused Space (Shrink) – Reduce the resulting virtual volume size, which requires the VMware DiskMount utility. Stop – Click to stop the currently running virtual drive optimization process. See the related topics for more information on defragmenting in virtual environments. Related Topics • • • • Virtual Computer Available Virtual Guest List Virtual Computer Available Virtual Host List The Active Directory tab (PerfectDisk Virtual Enterprise Edition only) Defragmenting virtual computer drives Virtual Computer Available Virtual Guest List The Virtual Computer main window’s Available Virtual Guest List (pictured below) reports information related to all the virtual machine guests currently indexed by PerfectDisk. A virtual drive can be optimized only after it’s been properly introduced to PerfectDisk for VMware (see Adding a virtual guest to the Available Virtual Guests List). The Available Virtual Guest List identifies the following properties for each guest entry: 270 Name – The name for a given virtual machine entry. Status – Current status (active, idle) for a given virtual machine entry. Last Run – The last date and time a given virtual machine was optimized. Next Run – The next date and time a given virtual machine is to be optimized. Current Size – Current size for a given virtual machine entry. PerfectDisk for Virtual Computing Progress – When active, the current state of the optimization process. The buttons that appear at bottom of the Available Virtual Guest List are summarized below: Add – Insert a virtual machine entry into the guest list. Remove – Delete a virtual machine entry from the guest list. Details – Display information about a virtual machine entry on the guest list. See the related topics for more information on defragmenting in virtual environments. Related Topics • • • • Virtual Computer tool bar Virtual Computer Available Virtual Host List The Active Directory tab (PerfectDisk Virtual Enterprise Edition only) Defragmenting virtual computer drives Virtual Computer Available Virtual Host List The Virtual Computer tab’s Available Virtual Host List (pictured below) reports information relevant to all virtual host machines. This list shows your computer when virtual guests have been configured for optimization. You must first configure a host before any entry appears in this field, as pictured: The Available Virtual Host List identifies the following properties for each guest entry: Name – The name for a given virtual machine entry. Status – Current status (active, idle) for a given virtual machine entry. Last Run – The last date and time a given virtual machine was optimized. Next Run – The next date and time a given virtual machine is to be optimized. Progress – When active, the current state of the optimization process. The two buttons that appear at bottom of the Available Virtual Host List work as follows: Mark All – Select all entries from the guest list. Unmark All – Deselect all entries from the guest list. See the related topics for more information on defragmenting in virtual environments. Related Topics • • • Virtual Computer tool bar Virtual Computer Available Virtual Guest List The Active Directory tab (PerfectDisk Virtual Enterprise Edition only) 271 PerfectDisk 10 User Guide • Defragmenting virtual computer drives The Active Directory tab (PerfectDisk Virtual Enterprise Edition only) The Active Directory tab (PerfectDisk Virtual Enterprise Edition only) PerfectDisk Virtual Enterprise Edition contains an Active Directory tab and some unique virtualizationaware technology making it suitable for operating within virtual guest environments. PerfectDisk setup and operation from the guest platform is both simple and quick. To access the Active Directory tab, follow these instructions: 1. Open PerfectDisk. 2. Click the Active Directory tab. The Active Directory management options window opens. To create a Group Policy Object for the Active Directory Organizational Unit (OU), follow these steps: 1. Open Active Directory Users and Computers. 2. Browse to the desired OU, right-click and select Properties. 3. Click New to create a new Group Policy Object. 272 PerfectDisk for Virtual Computing 4. Add the PerfectDisk administrative template to the Group Policy. To manage PerfectDisk settings via template options, follow these steps: 1. Open Active Directory Users and Computers. 2. Edit the PerfectDisk 10 group policy. 3. Double-click Settings to enable or disable. 4. Click OK. See the related topics for more information on defragmenting in virtual environments. Related Topics • • • • Changing virtual settings Defragmenting virtual computer drives overview The Virtual Computer tab (PerfectDisk for VMware only) Defragmenting virtual computer drives Changing virtual settings PerfectDisk Virtual Enterprise Edition has a Virtual Settings icon on the Options panel of the tool bar in the place of PerfectDisk Settings (shown below). You can still access the exact same ordered entry of configuration options, except the Virtual Settings variant provides options specific to virtual computers. An example of this dialog appears below: 273 PerfectDisk 10 User Guide The available Virtual Environment options are as follows: PerfectDisk is running on a physical computer – Specify to PerfectDisk that the current working machine is actually a host platform (check box). A virtual computer on a Hyper-V or Virtual Server – Specify to PerfectDisk that the current working platform is a guest OS managed by Hyper-V or Virtual Server software (check box). A virtual computer on an ESX server – Specify to PerfectDisk that VMware ESX server controls the current working computer (check box). A virtual computer on an ESX server, monitor using Virtual Center – Specify to PerfectDisk that this computer is uses VMware ESX server monitored by Virtual Center (check box). Host to connect – An input box where you specify the host’s name or IP address. User name – An input box for providing the host user account name. Password – An input box for providing the host user account password. Confirm the password – A necessary precaution to ensure you type the password correctly (will not show in clear text). See the related topics for more information on defragmenting in virtual environments. Related Topics • 274 The Active Directory tab (PerfectDisk Virtual Enterprise Edition only) PerfectDisk for Virtual Computing • • • Defragmenting virtual computer drives overview The Virtual Computer tab (PerfectDisk for VMware only) Defragmenting virtual computer drives Defragmenting virtual computer drives Defragmenting virtual computer drives There’s no arguing that virtualization strategies assist organizations in achieving improved convenience and enhanced resource utilization. Along with these benefits, however, also come some performance drawbacks within the virtualized environment. Fragmentation of the host drive affects a system overall; this is doubly true when a virtualized guest operating system encounters its own internal fragmentation. Furthermore, a VMDK does not automatically recover unused disk space when large amounts of data are deleted—this requires a more hands-on approach and some diligent disk maintenance. PerfectDisk can not only defragment the VMDK on the host drive, it can also handle files within the guest environment, compact files within the VMDK, and recover unused space—and that process can be completely automated. If you keep your host and guest storage volumes compacted and defragmented, and reclaim wasted space, you’ve eliminated two primary culprits that affect VMware performance. To defragment a virtual drive in PerfectDisk for VMware, follow these steps: 1. Open PerfectDisk. 2. Select the Virtual Computer tab. 3. Add a Virtual Guest to the PerfectDisk Guests List. 4. Start the defragmentation pass. See the related topics for more information on defragmenting in virtual environments. Related Topics • • • • • Adding a virtual guest to the Available Virtual Guest List Starting virtual computer defragmentation Stopping virtual computer defragmentation Shrinking virtual computer drives Viewing virtual computer defragmentation results Adding a virtual guest to the Available Virtual Guest List PerfectDisk simplifies the way you add guests to the Available Virtual Guest List. To add an entry to the Available Virtual Guest List, follow these steps: 275 PerfectDisk 10 User Guide 1. Open PerfectDisk. 2. Select the Virtual Computer tab. The Virtual Computer main window opens. 3. Click the Add button under the Available Virtual Guest List. The Add Virtual Computer popup dialog appears. 4. Type the guest image name. Alternatively, you may click the Browse button and search for a suitable image. 5. Click OK. See the related topics for more information on defragmenting in virtual environments. Related Topics • • • • Starting virtual computer defragmentation Stopping virtual computer defragmentation Shrinking virtual computer drives Viewing virtual computer defragmentation results Starting virtual computer defragmentation As virtual disks grow in size and expand their storage space, the data and files they contain eventually become fragmented. However, there are some preconditions you must satisfy before you can defragment such virtual drives. • • You must add the virtual guest to the Available Virtual Guests List. You must not allocate all available virtual disk space when you create that disk. Click Start in the Control Bar to start the defragmentation process of the virtual drive. PerfectDisk defragments the virtual drive (VMDK) on the host, optimizes files in the guest drive, compacts files 276 PerfectDisk for Virtual Computing within the VMDK, and recovers any unused space. Here’s the process PerfectDisk for VMware follows to defragment and compact data and files: 1. Defrag Virtual Drive Filesystem – Mounts the drive and performs virtual disk duties, unless this option remains unchecked. 2. Virtual Machine Defragmentation – Defragment files within the virtual machine disk image as if it were a physical storage volume. 3. Shrink Virtual Drives – Reduce the final size of the virtual disk image to reclaim space on the host machine and optimize performance for the guest platform. After defragmenting the virtual volume you may choose to shrink the resultant VMDK to reclaim space for the host platform. This is particularly beneficial when you’ve chosen VMDKs that grow dynamically instead of assigning a fixed static size. When deleting files from a virtual disk, the VMDK remains the same size instead of automatically reclaiming unused space. See these related topics for more information on defragmenting in virtual environments. Related Topics • • • • Adding a virtual guest to the Available Virtual Guest List Stopping virtual computer defragmentation Shrinking virtual computer drives Viewing virtual computer defragmentation results Stopping virtual computer defragmentation PerfectDisk enables you to halt optimization of your virtual computers with a single mouse click. To stop a PerfectDisk virtual machine defragmentation pass, follow these steps: 1. Open PerfectDisk. 2. Select the Virtual Computer tab. The Virtual Computer main window opens. 3. Click the Stop button. PerfectDisk will cease processing all selected virtual drives. 277 PerfectDisk 10 User Guide See these related topics for more information on defragmenting in virtual environments. Related Topics • • • • Adding a virtual guest to the Available Virtual Guest List Starting virtual computer defragmentation Shrinking virtual computer drives Viewing virtual computer defragmentation results Shrinking virtual computer drives One surefire way to restore working order and reclaim precious storage space for your virtual guests and Windows hosts is to shrink the volumes they occupy. While VMware provides a separate tool to shrink the VMDKs it creates, PerfectDisk for VMware offers an utility to automate this. To shrink a VMware VMDK file, follow these steps: 1. Open PerfectDisk. 2. Click the Virtual Computer tab. The Virtual Computer main window opens. 3. Select a guest OS to defragment from the Available Virtual Guest List. 278 PerfectDisk for Virtual Computing 4. Click the Start icon. This starts the defragmentation process on the virtual image. Status and process information for the ongoing defragment procedure is displayed under the Progress column of the Host List. Note: Clicking the Details button in the Available Virtual Guest List section shows the status of the defragment pass, as shown in the following image: Note: If you select the Defragment Host option, PerfectDisk will only defragment host drives when they are locally mounted. UNC shares, mapped drives, and network-attached storage volumes cannot be defragmented using this software. Important: If the VMDK is located on a shared network resource, PerfectDisk or VMware may not be able to mount its image to defragment, re-index, and shrink that volume. See these related topics for further information. Related Topics • Adding a virtual guest to the Available Virtual Guest List 279 PerfectDisk 10 User Guide • • • Starting virtual computer defragmentation Stopping virtual computer defragmentation Viewing virtual computer defragmentation results Viewing virtual computer defragmentation results You may check the status and results of the last virtual computer defragmentation pass. To view the details of a virtual computer guest, follow these steps: 1. Open PerfectDisk. 2. Select the Virtual Computer tab. The Virtual Computer main options window opens. 3. Click the Details button under the Available Virtual Guest List. The Virtual Computer Details popup dialog appears. See the related topics for more on defragmenting virtual computers. Related Topics • • • • 280 Adding a virtual guest to the Available Virtual Guest List Starting virtual computer defragmentation Stopping virtual computer defragmentation Shrinking virtual computer drives Running PerfectDisk 10 from the Command Line Running PerfectDisk 10 from the Command Line With support for the Windows command line interface, or CLI, PerfectDisk integrates easily into batch procedures, automated scripts, and other forms of “hands-off” activity. In general, PerfectDisk supports the following features and capabilities from the command line: • Perform drive analysis on a specified computer, for one or more drives. • Start an online or offline defragmentation run on a specified computer, for one or more drives. • Schedule an offline defragmentation run for the next reboot. • Stop a defragmentation pass on a specified computer, for one or more drives. • Report status for all active PerfectDisk Operations on a specified computer. • Report statistics for drive analysis, plus online and offline defragmentations on a specified computer, for one or more drives. • Run a specific schedule on a specified computer. • Provide help information at the command line. When PerfectDisk operations succeed the environment variable named ERRORLEVEL is set to 0 (zero). When operations are unsuccessful, the ERRORLEVEL contains either a Win32 error code, or one of the following custom PerfectDisk error codes: • 536870913 (0x20000001) - ERROR_INVALID_DRIVE. The drive is not a fixed hard drive formatted using FAT, FAT32, exFAT or NTFS file systems. • 536870914 (0x20000002) - ERROR_COMPUTER_NOT_FOUND. The computer name entered could not be located. • 536870916 (0x20000004) - ERROR_ACCESS_DENIED. You do not have sufficient permissions to perform the requested operation(s). • 536870917 (0x20000005) - ERROR_LOCK_DRIVE_FAILED. The drive could not be locked to do an offline defragmentation pass. • 536870918 (0x20000006) - ERROR_INVALID_LICENSE. The PerfectDisk license key is invalid for this version of PerfectDisk, or has expired. If the license is corrupt, you would get a -1 error code (see next entry). 281 PerfectDisk 10 User Guide • -1 (-0x00000001) - Catchall Error. If an operation fails for some reason other than the causes listed above, PerfectDisk sets the ERRORLEVEL to -1. PDCmd.exe Is Your PerfectDisk CLI Tool The program you must run to use PerfectDisk at the command line is named PDCmd.exe. It resides in the same directory as the rest of the PerfectDisk files. By default this is %ProgramFiles%\Raxco\PerfectDisk10\ (on the C: drive, for most installations). By default, this directory is not included in the Windows Path environment variable. Thus, to run PDCmd.exe, your script or batch file must either cd into the PerfectDisk10 directory, or place a complete path specification before the program name (C:\Program Files\Raxco\PerfectDisk10\PDCmd.exe, for the default location). Note: You can produce a text file that contains the entire PDCmd.exe help text by executing this string at the command line, then printing the resulting file named CLI-help.txt: C:\ProgramFiles\Raxco\PerfectDisk10\:> PDCmd.exe /? >> CLI-help.txt The prompt appears in bold in the preceding text to indicate that we used cd to set our focus on the …\PerfectDisk10 directory before running this command. You can simply open CLI-help.txt in Notepad and print it from there, or pull it into your favorite word processor and do likewise. See PDCmd.exe Command Reference and PDCmd.exe Command Line Examples. PDCmd.exe Command Reference In the tables that follow, we document all the command line operations that PDCmd.exe can understand, and explain what they do. Any or all of the PDCmd operations can take the \\ComputerName argument, where you target the operation at a specific Windows machine using part of its universal naming convention (UNC) name. This is the same name that appears in the System item in Control Panel as part of the Computer name (Vista, Server 2008) or Full computer name (XP, Server 2003, earlier versions) entry. Table 1: PDCmd.exe Operations Operation AbbrevOther args /Analyze /anl /w <dspec> /ConsolidateFreeSpace/cfs /w <dspec> /DefragOnly /DefragFiles /Help /Id /Offline 282 /dol /df /? /Id /of /w <dspec> <filespec> None <DL><fId> /w /d /p/ /all <dspec> Explanation Perform analysis on specified drives Defragment drive using consolidate free space algorithm Defragment drive online using defrag only algorithm Defrag specified files on a single drive Displays all text for help file Converts a numeric file ID into its filename Performs an offline defrag on specified drives Running PerfectDisk 10 from the Command Line /Runschedule /Schedboot /rs /sb /SMARTPlacement /sp <schednm> /w /d /p/ /all <dspec> /w <dspec> /Stat-analyze /Stat-offline /sta /sto <dspec> <dspec> /Stat-online /stf <dsp<<ec> /Status /st /Stop /stp /SupportInformation None <dpsec> None Runs the specified schedule Schedules the specified drive(s) for boot time defrag Defragment drive online using SMARTPlacement algorithm Outputs analysis statistics from the specified drive(s) Outputs offline defrag statistics from the specified drive(s) Outputs online defrag statistics from the specified drive(s) Displays PerfectDisk status for all drives on computer Stop current operation(s) on specified drive(s) Generates system information file for technical support Notes on the Other args column: • /all means perform the specified operation on all applicable file types (applies to /sb and /of only). • /d means perform specified operation on directories (applies to /sb and /of only). • /p means perform specified operations on the paging file (applies to /sb and /of only). • /s means perform specified operation on system files (applies to /sb and /of only). • /w (or /wait) instructs PerfectDisk to maintain control until the specified operation completes. • <DL> is a drive letter (no colon is needed, but will be accepted if used). • <dspec> is a drive specification and may take several forms: /AllDrives, which applies the operation to all applicable drives on the specified computer, or one or two drive letters including a colon (such as C: F:, or G:). • <fId> is a numeric file identifier, a positive integer from 1 to 6 digits long. PDCmd.exe Command Line Examples PDCmd.exe Command Line Examples In the items that follow, we present a handful of different command line screenshots to show typical usage for PDCmd.exe, each followed by a brief explanation or commentary. /Status 283 PerfectDisk 10 User Guide Here, drives C:, D:, and F: are internal; H: is an external USB drive; I: and K: are USB Flash Drives. For H: through K: to appear, you must enable the Defragment external drives and Defragment USB Flash drives configuration options in PerfectDisk. /Analyze and /Stat-analyze The output from the /analyze operation merely indicates start and completion, so we follow that command with the /stat-analyze operation to show us the results of that analysis. We used the /w (wait) modifier on the /analyze command so the CLI would tell us when analysis completed (otherwise, it returns control to the user, batch file, or script for further input). /Dol, /Analyze, and /Stat-analyze 284 Running PerfectDisk 10 from the Command Line Here we perform a defragment-only pass on the 8 GB K: drive to illustrate a defrag operation, and follow it with a drive analysis and a report on its findings. We must use the /w (wait) parameter with the first two commands or we risk reporting stale or incorrect information about the K: drive. /Id file identifier lookup 285 PerfectDisk 10 User Guide Here, we created a short batch file named file-id-lookup.bat that contains a sequence of three file id lookups inside PDCmd.exe. This shows how easily you can string multiple PDCmd.exe commands together in a batch file and run them at will. Note: file IDs from 0 to 34 all start with a $ to indicate a hidden file, and primarily belong to Microsoft’s master file table (MFT) and metadata files. /Help Here, you see the first 20 lines of PDCmd.exe’s built-in help file. Although it may look pretty cryptic, it uses standard modified BNF grammar to present the various operations and the modifiers they can accept. We think you’ll find the tabular presentation and examples here a bit more accessible, though you should print this file and refer to it when you’re ready to run PerfectDisk 10 at the command line. 286 PerfectDisk Network Operation PerfectDisk Network Operation PerfectDisk works very well by itself under Windows; it can do even more in a networked environment. When two or more computers on a network use the same version of PerfectDisk, a user on one machine can run PerfectDisk remotely on another machine, provided that user has the right login credentials to access the other machine, and assuming that no security software (firewalls or router protocol filters) prevents such remote sessions from working. In the sections that follow, you’ll learn about how PerfectDisk supports remote network operations. PerfectDisk Network and Stand-alone modes PerfectDisk automatically detects network connectivity and current user login rights (such as administrator, non-administrator). In “network mode”, it permits access to network-accessible computers through an administrative account to gain control over and insight into other networked computers running PerfectDisk. An isolated computer unattached to any network runs PerfectDisk in stand-alone mode, with no ability to control or view other computers running PerfectDisk. From stand-alone mode, PerfectDisk provides optimization for and perspective into only your local computer. Here’s a quick summary of PerfectDisk’s two modes of operation: Stand-Alone mode - Enables non-administrative users to access and operate PerfectDisk for use on local computers. Network mode - Requires network connectivity and remote accessibility to a PerfectDisk using an administrative login account to a remote computer. In Stand-Alone mode, PerfectDisk does not attempt to discover or display networked computers. Any user including non-administrators can launch and utilize PerfectDisk to defragment the current local computer. However, whenever the local computer attaches to a network, a remote computer can then access and control an installation of PerfectDisk via the network, as long as the remote user has administrative privileges. In Network mode, PerfectDisk attempts network auto-discovery and displays a list of connected computers for your review. This is most useful for administrators managing several computers simultaneously, where the presence of PerfectDisk is a common denominator. Through PerfectDisk on the remote computer, you must sign-on with administrative rights remotely. See Connecting to a Remote Computer for more on this topic. See the related topics for further information about connecting remotely. Related Topics 287 PerfectDisk 10 User Guide • • • Running defragmentation on a remote computer Running defragmentation from the command line Configuring Windows Firewall for remote connectivity Configuring Windows Firewall for Remote Connectivity If you have Windows Firewall enabled and running rules against your network traffic, then you may not be able to access to a remote computer to carry out PerfectDisk tasks. You may need to configure the Windows firewall to permit the passage of PerfectDisk Agent (PDAgent) traffic to remote computers. To configure the Windows Firewall, try one of the following two options: 1. Raxco Software has published a script you can run locally, that automatically configures the Windows Firewall for PerfectDisk. This script is available in the Technical Tips and Tricks section of our help site, accessible through our Support pages. 2. You may also manually configure the Windows Firewall as follows: Open an administrative command prompt – Right-click the command prompt icon on the start menu and select Run as administrator. Allow PDAgent – Type the following command (it should all appear on one line in your command window, without line breaks): netsh firewall add allowedprogram "C:\Program Files\Raxco\ PerfectDisk10\PDAgent.exe" PDAgent ENABLE SUBNET Note: If you cut and paste this command, you must remove the space between Raxco\ and PerfectDisk10 before pasting it into a command window. Allow remote computer administration – Type the following command: netsh firewall set service REMOTEADMIN ENABLE SUBNET Allow File and Print Sharing – Type the following command: netsh firewall set service FILEANDPRINT ENABLE SUBNET Open ports for PerfectDisk – Type the following command: netsh firewall add portopening TCP 135 RPC_PD ENABLE SUBNET See the related topics for additional guidance on using PerfectDisk remotely. Related Topics • PerfectDisk Network and Stand-alone modes • Running defragmentation on a remote computer • Scheduling defragmentation on a remote computer Running defragmentation on a remote computer 288 PerfectDisk Network Operation PerfectDisk can connect with remote computers and start or schedule defragmentation passes to ease the administrative burden of managing multiple clients in a networked environment. However, there are some preconditions to applying PerfectDisk against multiple computers. First, when PerfectDisk loads, it automatically detects network connectivity and local user login rights. If your computer shows a connection status and you have administrative rights, then PerfectDisk is operating in network mode. Otherwise, the Connect to Another Computer option is disabled so that PerfectDisk runs in standalone mode and you may view only the local computer. Second, each computer must also meet these preconditions: The local Windows Firewall recognizes PerfectDisk Agent (PDAgent) as a valid network user. The remote computer is connected to an accessible network. You have administrative rights on the remote computer. PerfectDisk is installed on the remote computer. To start defragmentation on a remote computer, follow these steps: 1. Open PerfectDisk. 2. Access the remote connection menu by clicking the PerfectDisk icon left corner of the application. located in the top- 3. Select Connect to Another Computer from the pull-down menu. This option is enabled only for administrator accounts. You will see the following dialog: 289 PerfectDisk 10 User Guide 4. Enter an administrator user name, the domain and password into the corresponding fields. Then enter the name of the computer you wish to connect, or browse the network tree to find the computer you wish to remotely defragment. 5. Click OK. PerfectDisk attempts to connect with the specified computer. If the connection fails, you’ll see an error message; otherwise, PerfectDisk will complete the connection. Note: Remember that the remote computer must also have PerfectDisk installed otherwise you’ll receive an error message. 6. Once the connection is successfully established, the Available Drive List displays drives available on the remote computer. 7. Select one or more drives and the appropriate defrag option from the Defragmentation tab to start the defragmentation pass. You’ll only be able to do this once you have completed the connection to the remote computer. See the related help for further guidance with PerfectDisk defragmentation. Related Topics • 290 PerfectDisk Network and Stand-alone modes PerfectDisk Network Operation • Connecting to a remote computer • Configuring Windows Firewall for Remote Connectivity • Running PerfectDisk Remotely From the Command Line • Scheduling defragmentation on a remote computer Running Defragmentation from the Command Line These help files include an entire section on working with PDCmd.exe, the command line version of PerfectDisk. In those pages you learn how to run PerfectDisk operations at the command line, where you can target any remote computer by using its UNC computer name as part of the command syntax. This provides another way to interact with PerfectDisk on another PC on your network that also has this software installed. Scheduling defragmentation on a remote computer PerfectDisk allows you to create schedules for a remote computer. You can connect under the same preconditions listed under Running defragmentation on a remote computer. If both computers meet their respective criteria, then you can connect and schedule defragmentation on the remote computer. To schedule defragmentation on a remote computer, follow these steps: 1. Follow the steps in Running defragmentation on a remote computer. 2. Follow the steps in Creating a Schedule. See the related topics for further help with PerfectDisk defragmentation. Related Topics • • • • PerfectDisk Network and Stand-alone modes Running defragmentation on a remote computer Configuring Windows Firewall for remote connectivity Running defragmentation from the command line 291 Product Resources Product Resources Your one-stop PerfectDisk Resources page contains pointers to all kinds of interesting information about the various forms that PerfectDisk takes. This page is divided into two panes, one on the left, the other on the right. Links on the Left You can follow these links to convert a trial version to a fully licensed version, or purchase additional licenses online. You can also find link to other online sources of information such as Webinars, printable user’s guides, and a PerfectDisk blog. Of course, PerfectDisk.com also includes lots of extra information about the product family. Perhaps the most important links in this page appear beneath the “Technical Support” heading. The FAQs and Knowledge Base links provide ready access to most of the information available on how to install, configure, use, and troubleshoot PerfectDisk products. In particular, the Knowledge Base can be a goldmine of useful information. Defragmentation Statistics to the Right 293 PerfectDisk 10 User Guide Over time the numbers in the defragmentation summary pane will get pretty large, and are meant to show you how much good work PerfectDisk is doing on your behalf. These numbers will return to zero each time you install a new version of PerfectDisk. Certifications Below At the bottom of the Product Resources window, you’ll see the various credentials that PerfectDisk has earned in some of its many forms, including: 294 • Certified for Windows Vista: PerfectDisk Professional and PerfectDisk Home • Certified for Windows Server 2008: PerfectDisk Server • Microsoft Gold Certified Partner: On January 2, 2009, PerfectDisk’s maker Raxco announced that it qualified for Gold Partner Status for its eighth consecutive year, with the preceding two certifications a major factor in attaining this status. • VMWare Technology Alliance Partner: A program for commercial software developers, among other businesses, designed to foster compliance and interoperation with VMWare software products. • Citrix Ready verification: This badge means that PerfectDisk products have been verified with a specific Citrix product using the Citrix Ready verification methodology designed and supplied by Citrix. Citrix confers this designation upon successful completion of the Citrix Ready verification test. Index 0 Administrative Template ............... 211, 214, 224 0x00000001.................................................... 287 Administrative Template file ......................... 214 0x20000001.................................................... 287 Administrative Tools ...................................... 224 0x20000002.................................................... 287 Aggressive Free Space ................................... 210 0x20000004.................................................... 287 Analyzing .......................... 62, 71, 72, 75, 86, 106 0x20000005.................................................... 287 Disk Drives ................... 62, 71, 72, 75, 86, 106 0x20000006.................................................... 287 Another Computer ......................................... 294 A Connect ...................................................... 294 Active Directory .... 155, 211, 212, 214, 224, 260, 272, 275, 276, 277, 278, 279 Active Directory Group Policy ........ 211, 213, 214 Auto Detection .............................. 117, 122, 127 Auto Update .................................................... 98 Auto Update window....................................... 17 Active Directory Group Policy Administrative Templates........................................... 211, 224 Automatic defragmentation .......................... 137 Active Directory Group Policy Objects ............. 96 AutoPilot ........................................ 155, 165, 260 Active Directory Organizational Unit ..... 224, 278 AutoPilot Schedule ................ 101, 144, 162, 260 Active Directory Sites ............................. 211, 213 AutoPilot window .......................................... 137 Active Directory tab ....................................... 278 AutoUpdate ................................................... 213 Active Directory Users............ 211, 213, 214, 224 Available Drive List 117, 122, 127, 133, 137, 155, 159, 175, 180, 260, 263, 294 Add Virtual Computer .................................... 281 Adding .................................................... 224, 281 Available Virtual Guest List ... 276, 281, 282, 283, 286 Group Policy Object ................................... 224 Available Virtual Host List .............................. 277 Group Policy Object Link ............................ 224 B virtual guest ............................................... 281 Backup Servers............................................... 209 Adm file .......................................................... 224 Benefits .......................................................... 212 Administrative Installation ..................... 211, 213 295 PerfectDisk 10 User Guide Managing PerfectDisk with Active Directory ............................................................... 212 Check for Updates ........................................... 98 Choosing .......................................................... 62 Best PerfectDisk 10 Defragmentation Practices ..................................................................... 57 Defragmentation Method ........................... 62 Best Practices ........................................... 86, 206 Citrix ............................................................... 300 Boot Time ..................................................... 86 Citrix Ready .................................................... 300 PerfectDisk on Server Scheduling .............. 206 Command Bar ................................................ 246 BNF ................................................................. 292 Command Line ....................................... 287, 294 Boot Time ......................................................... 86 Command Line Examples ............................... 289 Best Practices ............................................... 86 Computer Configuration ................ 211, 213, 214 Boot Time Defragmentation ............................ 80 Computer Policy ............................................ 213 Boot Time Defragmentation Fails .................... 81 Computer Settings ......................................... 218 BootExecute ..................................................... 81 Configure PerfectDisk ............................ 245, 255 Exchange .................................................... 245 C CallBackNotResolved ............................. 267, 268 Configure PerfectDisk and external storage .... 50 CallBackNotResolved error ............................ 268 Configuring ... 162, 164, 165, 166, 205, 212, 214, 224, 247, 249, 251, 254, 294, 297 Catchall Error ................................................. 287 Certified ......................................................... 300 Defragmentation ....................... 162, 165, 166 Windows Server 2008 ................................ 300 Defragmentation when Computer is hibernating ............................................ 164 Windows Vista ........................................... 300 PerfectDisk 10 Server................................. 205 Change Existing Schedule....................... 158, 159 PerfectDisk 10 Using Active Directory Group Policy ...................................................... 212 Changing ........................................................ 279 virtual settings............................................ 279 Changing Template Policies ........................... 224 Check ................................................................ 17 Updates ........................................................ 17 296 PerfectDisk Administrative Template ........ 224 PerfectDisk for Exchange ........... 247, 249, 251 PerfectDisk for Exchange in Virtual Environments ......................................... 254 PerfectDisk Policies .................................... 214 Index PerfectDisk Using Active Directory Group Policy ...................................................... 214 PerfectDisk Group Policy Object ................ 224 Restore Points ............................................ 103 Schedule to Run under Special Conditions 162 Schedule .................... 116, 153, 155, 159, 162 Windows Firewall ............................... 294, 297 Schedule from Template ........................... 146 Configuring PerfectDisk Policies .................... 224 Screen Saver Schedule ............................... 133 Configuring PerfectDisk Using Active Directory Group Policy ............................................... 233 StealthPatrol Schedule .............. 137, 165, 166 Connecting ..................................................... 154 VMware One Time schedule...................... 146 Remote Computer ..................................... 154 VMware Weekly ........................................ 146 Consolidate Free Space ........ 60, 61, 89, 137, 272 VMware Weekly schedule ......................... 147 Perfect Disk .................................................. 89 Weekly Schedule........................................ 127 Contact Raxco ................................................ 268 Control Bar ................................... 62, 63, 97, 282 CPU ............................................................. 5, 210 CPU Priority .................................................... 103 Create New Exchange Schedule............. 141, 144 Create Virtual Computer Schedule ................ 146 Creating . 103, 116, 122, 127, 133, 137, 141, 144, 146, 147, 149, 153, 155, 159, 162, 165, 166, 224, 260, 263 a Schedule from a Schedule Template.......149 Daily Schedule ............................................ 122 Exchange defragmentation ................ 260, 263 Exchange defragmentation schedule.........260 D Daily Defrag ................................................... 263 Daily Schedule........................................ 116, 122 Creating...................................................... 122 Data Store Configuration ............................... 247 Data Store Configuration window ......... 249, 251 Data Store List........................................ 249, 251 Data Stores ............................................ 141, 144 Defrag Method ...................................... 122, 127 Defrag Only ................................................ 60, 61 Defrag Only defragmentation.......................... 89 Defrag Virtual Drive Filesystem ..................... 282 Exchange One Time schedule .................... 141 Defragment . 75, 78, 79, 245, 254, 255, 257, 266, 267, 271, 281 Exchange Weekly ....................................... 141 Exchange ............................................ 255, 266 Exchange Weekly Schedule........................ 144 Exchange data store .......... 245, 254, 257, 267 297 PerfectDisk 10 User Guide Selected Files................................................ 75 Defragmentation Tab....................................... 54 System Files .................................................. 78 Defragmenting Drives on a Windows Home Server ........................................................... 86 System Files on Locked Disk ......................... 79 virtual computer drives .............................. 281 Deleting. 116, 153, 155, 159, 161, 195, 260, 262, 263 virtual computer drives overview .............. 271 Exchange defragmentation................ 260, 263 Defragment button .......................................... 69 Exchange defragmentation schedule ........ 262 Defragment File System ................................. 275 files in Space Explorer ................................ 195 Defragment File System Offline ..................... 275 Schedule .................... 116, 153, 155, 159, 161 Defragment Internal Structures ..................... 275 Deleting duplicates ........................................ 188 Defragment Selected Files ............................... 75 Deploying ....................................... 212, 213, 224 Defragmentation . 5, 62, 103, 113, 155, 165, 294, 297 PerfectDisk ................................................. 213 Configuring ................................................. 165 PerfectDisk 10 Using Active Directory ....... 212 Microsoft Exchange........................................ 5 PerfectDisk Using Active Directory Group Policy ...................................................... 224 Running from Command Line .................... 297 Destination Folder ........................................... 14 Running on a remote computer................. 294 Device Manager ............................................. 102 Scheduling .................................................. 113 Disabling ........ 116, 153, 155, 159, 260, 263, 265 Scheduling on a remote computer .... 294, 297 Exchange defragmentation................ 260, 263 Defragmentation Drive Pane ........................... 63 Exchange defragmentation schedule ........ 265 Defragmentation file .............................. 117, 127 Schedule ............................ 116, 153, 155, 159 Defragmentation fundamentals ...................... 55 Disk Defragmentation ...................................... 71 Defragmentation Methods .............. 62, 155, 260 Disk Drives ............................. 62, 71, 72, 86, 106 Defragmentation Primer ........ 58, 71, 74, 86, 106 Analyzing ............................ 62, 71, 72, 86, 106 Defragmentation Schedule ............................ 222 Disk IO ............................................................ 165 Defragmentation Statistics ............................ 299 Disk Map .................................................... 55, 74 Defragmentation Statistics Tab........................ 65 Dol .................................................................. 290 298 Index Domain Computer.......................................... 249 Exchange defragmentation................ 260, 263 Domain Controller Security Policy ................. 249 Exchange defragmentation schedule ........ 264 Drive Info.......................................................... 94 Schedule ............................ 116, 155, 159, 160 Drive Map............................................. 54, 55, 72 ERROR_ACCESS_DENIED................................ 287 Drive Pane ........................................................ 63 ERROR_COMPUTER_NOT_FOUND ................ 287 Drive Properties ............................. 117, 122, 127 ERROR_INVALID_DRIVE ................................. 287 Drive Properties Controls ................................. 89 ERROR_INVALID_LICENSE .............................. 287 Drive Properties Notebook ............................ 222 ERROR_LOCK_DRIVE_FAILED......................... 287 Drive Properties Window ........................... 71, 89 ERRORLEVEL................................................... 287 Drive Selection ....................................... 155, 260 ESEUTIL .......................................................... 268 Duplicate Search Settings ........................ 95, 106 ESX ............................................................. 5, 279 Duplicates Finder ................... 106, 180, 184, 186 Exchange ................................................ 255, 266 Navigating .......................................... 180, 186 Configure PerfectDisk ................................ 255 start ............................................................ 186 Defragmenting ................................... 255, 266 Starting ............................................... 184, 186 PerfectDisk ................................................. 255 Stopping ..................................................... 186 Starting ...................................................... 255 Viewing....................................................... 186 Stopping ..................................................... 255 Duplicates Finder results................................ 186 Exchange 2000 ............................................... 245 E Exchange 2003 ............................................... 245 Editing ............ 117, 127, 133, 153, 155, 260, 263 Exchange 2007 ............................................... 245 Exchange defragmentation ........................ 263 Exchange Command Bar ................................ 246 Exchange defragmentation schedule.........260 Exchange data store .............. 254, 255, 266, 267 Schedule ..................... 117, 127, 133, 153, 155 Defragmenting ........................................... 254 EFS .................................................................... 63 Exchange data store defragmentation .. 256, 257 Enabling.......... 116, 155, 159, 160, 260, 263, 264 Exchange defragmentation .. 247, 254, 255, 257, 260 299 PerfectDisk 10 User Guide Creating ...................................................... 260 Exchange Settings .................................... 95, 246 Deleting ...................................................... 260 Exchange Statistics window ........................... 258 Disabling ..................................................... 260 Exchange V5.5................................................ 245 Enabling...................................................... 260 Exchange Weekly ........................................... 141 Renaming ................................................... 260 Creating...................................................... 141 Exchange defragmentation schedule ... 260, 262, 263, 265 Exchange Weekly Schedule ........................... 144 delete ......................................................... 262 Disabling ..................................................... 265 Editing ........................................................ 260 Renaming ................................................... 263 Exchange defragmentation statistics ............. 258 Viewing....................................................... 258 Exchange Frequently Asked Questions .. 266, 268 Exchange One Time schedule ........................ 141 Creating ...................................................... 141 Exchange overview ........................................ 245 Exchange Schedule......................................... 116 Exchange Server 5, 208, 245, 246, 247, 255, 263, 266, 267, 268 Exchange Server 2007 on Windows Server 2003 x64 .............................................................. 267 Exchange Server 2007 on Windows Server 2008 ................................................................... 267 Exchange Server defragmentation................. 247 Exchange Server Name .................................. 246 Exchange Server V5.5 ..................................... 245 300 Creating...................................................... 144 Excluded Files ...................................... 70, 74, 92 Excluded Files list ....................................... 70, 92 ExFAT ............................................. 102, 174, 287 F FAQs ............................................................... 299 FAT ................................................................. 287 FAT, FAT32 ..................................................... 174 FAT16 ....................................................... 63, 102 FAT32 ............................................... 63, 102, 287 File Fragmentation........................................... 63 File Types ................................................. 70, 105 FILEANDPRINT ENABLE SUBNET .................... 294 File-by-File ....................................................... 62 File-by-file defragmentation ............................ 75 Files Created .................................................. 202 Files Modified ................................................ 202 Free Space................................................ 72, 189 Free Space Chart .............................................. 71 Index Free Space Management ............................... 222 I G Installing..................... 11, 16, 18, 22, 28, 34, 211 Gauge StealthPatrol thresholds ..................... 166 Perfect Disk 10 for VMWare ........................ 28 monitor resource usage ............................. 166 PerfectDisk 10 ........................................ 11, 16 Get License Key button .................................... 49 PerfectDisk 10 Professional or Home Versions ................................................................. 11 GPMC ..................................................... 214, 224 PerfectDisk 10 Using Active Directory ....... 211 GPO .................................................. 96, 211, 224 PerfectDisk 10 Virtual Enterprise Edition .... 34 Group Policy ........................................... 211, 213 PerfectDisk for Windows Home Server ....... 18 Group Policy Administrative Templates ........211 PerfectDisk for Windows Server .................. 22 Group Policy Management Console ..... 214, 224, 233 InstallShield Wizard ......................................... 12 Group Policy Object ............................... 211, 224 InstallShield Wizard Welcome ......................... 12 add ............................................................. 224 IO Read Bytes ................................................. 166 Group Policy Object Editor............................. 214 IO Write Bytes ................................................ 166 Group Policy Object Link ................................ 224 Itanium........................................................... 205 Add ............................................................. 224 K Group Policy Object Links list ......................... 224 KB 273087 ...................................................... 268 GUID ................................................................. 94 Knowledge Base............................................. 299 H L Hiberfile.sys ...................................................... 78 Last Run ......................... 117, 127, 133, 276, 277 Hibernating .................................................... 162 Launching ....................................... 155, 213, 224 Home Server .............................................. 18, 86 Administrative Installation ........................ 213 HTML ................................................................ 67 Group Policy Object Editor window .......... 224 Hyper .................................................................. 5 PerfectDisk ................................................. 155 Hyper-V Server ............................................... 279 Layout.ini ................................................... 69, 96 Let PerfectDisk Manage ................................... 96 301 PerfectDisk 10 User Guide Let Windows Manage ...................................... 96 Local Schedule................................................ 115 Local System................................................... 249 Log Settings ...................................................... 97 Log View Best Practices ................................. 111 Microsoft Exchange 2000 on Windows 2000 Server ......................................................... 267 Microsoft Exchange Server ...... 54, 245, 249, 268 Microsoft Exchange Server 2007 ....................... 5 Microsoft Gold Certified Partner ................... 300 Log View Window .................................. 109, 111 Microsoft Group Policy Management Console ........................................................... 214, 224 M Microsoft Knowledge Base ............................ 268 Main Space Management window ................ 171 Manage PerfectDisk ....................................... 214 Manage PerfectDisk Settings ......................... 224 Manage PerfectDisk Using ............................. 224 Microsoft Group Policy Management Console ............................................................... 224 Manage PerfectDisk Using Active Directory Group Policy Management ........................ 233 Manage PerfectDisk Using Active Directory Users .................................................. 223, 224 Manage PerfectDisk Using Microsoft Group Policy Management Console...................... 223 Master File Table............................ 117, 122, 127 Maximum Duration ........................ 117, 122, 127 Media Servers ........................................ 208, 209 Metadata.............. 61, 72, 74, 117, 122, 127, 291 MFT ........................................ 61, 72, 74, 92, 291 Microsoft Exchange ................................... 5, 267 defragmentation ............................................ 5 Microsoft Management Console ................... 213 Microsoft Virtual PC ........................................... 6 Microsoft Virtual Server ........................ 3, 5, 272 Microsoft's Exchange Server Database Utilities ................................................................... 268 Minimum Period ............................................ 133 Monitor resource usage ................................ 166 gauge StealthPatrol thresholds ................. 166 Monitoring Defragmentation .................... 62, 63 Monitoring Tools ........................................... 166 Most Fragmented Files .............................. 62, 69 Msi ................................................................... 18 N Navigating ..... 117, 122, 133, 173, 175, 177, 184, 186, 189, 191, 192, 193, 195, 197, 200, 201, 202 Available Drive List..................... 117, 122, 133 Duplicates Finder ............................... 184, 186 Recycler...................................... 173, 175, 177 302 Index Space Explorer.... 177, 189, 191, 192, 193, 195 Space Reports ............ 195, 197, 200, 201, 202 Netsh firewall ................................................. 294 Network ......................................................... 211 Network mode ............................................... 293 Next Run.. 63, 117, 122, 127, 133, 155, 260, 276, 277 PerfectDisk Using Active Directory Group Policy ...................................................... 213 PDAgent ........................................... 97, 103, 294 PDAgent ENABLE SUBNET.............................. 294 PDBoot BootExecute Key item ........................ 81 PDCmd ........................................... 288, 291, 292 PDCmd.exe............................................. 288, 289 Notify email .................................................... 246 PDCmd.exe Operations.................................. 288 NTFS ................................................... 63, 92, 102 PDEngine .................................................. 97, 103 NTFS file ......................................................... 287 PDScanner ................................................ 97, 103 NTFS metadata ................................................. 92 PerfectDisk ...... 45, 103, 155, 224, 245, 247, 255, 260, 266, 268, 271, 272, 281 O Occasionally Modified .................... 61, 69, 72, 74 Offline Defragmentation ....... 86, 89, 91, 92, 117, 122, 127, 245 Offline Settings ............................... 117, 122, 127 One-Time Schedule ........................................ 116 Online Defragmentation .......................... 89, 115 Online Defragmentation Settings .................... 89 Online File Placement Strategy ...................... 133 adm file ...................................................... 224 Configuring ................................................ 260 Exchange .................................... 245, 247, 260 Exchange Frequently Asked Questions..... 266, 268 launching ........................................... 155, 260 Repairing ...................................................... 45 Scheduling.................................................. 260 Scheduling for Exchange ............................ 255 Override the Drive Properties Notebook Settings....................................................... 127 Virtual Computing ...................................... 271 P VMware ..................................................... 272 Patching ................................................. 212, 213 PerfectDisk 10 .................................. 5, 16, 41, 54 PerfectDisk 10 Using Active Directory Group Policy ...................................................... 212 Exchange ........................................................ 5 Installing....................................................... 16 Purchasing ..................................................... 5 303 PerfectDisk 10 User Guide Uninstalling .................................................. 41 Troubleshooting......................................... 267 VMWare ................................................... 5, 54 PerfectDisk GPMC Wizard ............................. 233 Windows Home Server .................................. 5 PerfectDisk GPO............................................. 233 PerfectDisk 10 defragmentation ................ 53, 62 PerfectDisk Group Policy Object .................... 224 PerfectDisk 10 Home ......................................... 5 PerfectDisk Home .......................................... 300 PerfectDisk 10 on Servers .............................. 205 PerfectDisk License Agreement ....................... 13 PerfectDisk 10 Professional ................... 5, 11, 17 PerfectDisk Log View ..................................... 109 PerfectDisk 10 Server ................................. 5, 205 PerfectDisk Network ...................................... 294 PerfectDisk 10 Virtual Enterprise ....................... 5 PerfectDisk Network Operation .................... 293 PerfectDisk 10 Virtual Enterprise Edition .... 5, 54 PerfectDisk on Server Scheduling .................. 206 PerfectDisk 10 Welcome Wizard Screens .. 17, 49 Best Practices ............................................. 206 PerfectDisk Administrative Template .... 224, 233 PerfectDisk Operations .................................. 287 PerfectDisk Administrative Template file ......214 PerfectDisk Policies ........................................ 214 PerfectDisk Agent........................................... 294 Configuring ................................................ 214 PerfectDisk application .................................. 117 PerfectDisk Product Resources ........................ 46 PerfectDisk Auto Update ................................. 17 PerfectDisk Professional .................... 5, 205, 300 PerfectDisk AutoPilot Schedule Options .......113, 115, 116 PerfectDisk Resources ................................... 299 PerfectDisk blog ............................................. 299 PerfectDisk Control Bar .................................. 109 PerfectDisk defragmentation ........... 89, 159, 294 PerfectDisk Exchange ..................................... 245 PerfectDisk Exchange tab............................... 246 PerfectDisk Schedule Options ...... 117, 122, 127, 133, 149, 151, 153, 154 PerfectDisk Schedule Types .. 113, 133, 137, 149, 151, 154 PerfectDisk Scheduling .................................. 113 PerfectDisk Server ................................. 205, 300 PerfectDisk for Exchange ............... 257, 259, 267 PerfectDisk Settings .... 70, 71, 95, 106, 162, 165, 171, 246, 275 Configuring ................................................. 257 PerfectDisk Settings Window .......................... 95 Scheduling .......................................... 257, 259 PerfectDisk SMARTPlacement ......................... 61 304 Index PerfectDisk Space Management ............ 106, 191 Pre-conditions for Connecting ....................... 154 PerfectDisk Template ..................................... 224 the Remote Computer ............................... 154 PerfectDisk through Active Directory ............ 224 Prefetch ........................................................... 96 PerfectDisk Using Active Directory Group Policy ................................................... 213, 214, 224 Print Servers .......................................... 208, 209 Patching ..................................................... 213 PerfectDisk Virtual Enterprise ............................ 3 Process Priority .............................................. 103 Product Resources ................................... 81, 299 Product Resources window ........................... 300 PerfectDisk Virtual Enterprise Edition .. 271, 272, 275, 276, 277, 278, 279 Properties tool ............................................... 251 PerfectDisk Welcome window ......................... 49 Properties window......................................... 224 PerfectDisk.msi .............................................. 213 Proxy Settings .................................................. 98 PerfectDisk_x86 ............................................. 213 Purchasing ......................................................... 5 PerfectDisk's Active Directory ........................ 224 PerfectDisk 10 ................................................ 5 PerfectDisk's AutoUpdate .............................. 213 PerfectDisk's Defragmentation Algorithms .... 60, 71, 74, 75, 86, 106 PerfectDisk's Duplicate Files .......................... 180 PerfectDisk's Group Policy ............................. 224 PerfectDisk's Schedule Wizard ....................... 116 PerfectDisk's Space Explorer .......................... 188 PerfectDisk's Space Reports ........................... 202 Perform defragmentation .............................. 117 Performance .................................................... 54 Performance Chart ........................................... 71 Performance Monitor .................................... 166 Pie Chart ......................... 188, 189, 191, 193, 195 Power Options ............................................... 100 R Radial Column Graph .... 188, 189, 191, 192, 193, 195 Rarely Modified ............................. 61, 69, 74, 89 Raxco Software .................................................. 6 Raxco Software Sales ......................................... 6 Raxco Technical Support.......................... 44, 213 Reading ............................................................ 74 Disk Map ...................................................... 74 Recently Modified.................... 61, 69, 72, 74, 89 Reclaim Free Space 117, 122, 127, 133, 171, 200 Reclaim Unused Space ................................... 275 Recycle Bin ..................................... 171, 175, 177 Recycled Space Recovered ............................ 177 305 PerfectDisk 10 User Guide Recycler .......................... 171, 173, 174, 175, 177 Restore Defaults ............................................ 106 Navigating .......................... 173, 174, 175, 177 Restore Points ................................................ 103 Starting ............................... 173, 174, 175, 177 Restoring ........................................................ 272 Stopping ..................................... 174, 175, 177 virtual machine performance .................... 272 Viewing....................................... 174, 175, 177 Run Now ........................................................ 153 Recycler Properties window .......................... 171 Run Now button ............................................ 153 Recycler results .............................................. 177 Run Schedule Under Special Conditions ........ 162 Recycler Statistics........................................... 171 Running . 116, 141, 144, 146, 153, 162, 255, 287, 294, 297 Reindexing.......................................................... 5 defragmentation ........................................ 255 Re-installing...................................................... 44 Defragmentation from Command Line ..... 297 or Upgrading Perfect Disk ............................ 44 Remote Computer ................................. 154, 294 defragmentation on a remote computer . 294, 297 Connecting ................................................. 154 PerfectDisk 10 from the Command Line.... 287 Remote Connectivity...................................... 294 Schedule ............ 116, 141, 144, 146, 153, 162 Remote share ......................................... 249, 253 S Exchange defrag ......................................... 249 [email protected] ..................................... 6 REMOTEADMIN ENABLE SUBNET .................. 294 Saving ..... 117, 122, 127, 133, 141, 144, 146, 151 Removable Storage .................................. 95, 102 Schedule Template ... 117, 122, 127, 133, 141, 144, 146, 151 Remove Templates ........................................ 224 Renaming ............................... 155, 158, 159, 263 Exchange defragmentation schedule.........263 Schedule ..................................... 155, 158, 159 Repairing .......................................................... 45 PerfectDisk ................................................... 45 Re-schedule defragmentation ....................... 162 Schedule 113, 116, 117, 122, 127, 133, 141, 144, 146, 149, 153, 154, 155, 158, 159, 160, 161, 162, 245, 257, 259, 297 Creating..... 116, 122, 133, 141, 144, 146, 153, 155, 159, 162 Creating from a Schedule Template .......... 149 Creating from Template ............................ 117 Defragmentation ....................................... 113 306 Index Defragmentation on a remote computer .154, 297 Deleting .............................. 153, 155, 159, 161 Disabling ..................................... 153, 155, 159 Editing ................ 117, 122, 127, 133, 153, 155 Enabling...................................... 155, 159, 160 PerfectDisk ................................................. 245 PerfectDisk for Exchange ........................... 257 Renaming ................................... 155, 158, 159 Running ...................... 141, 144, 146, 153, 162 Set .................................................................... 89 Rarely Modified ........................................... 89 Recently Modified........................................ 89 Shrink Virtual Drives ...................................... 282 Shrinking ........................................................ 284 virtual computer drives ............................. 284 VMDKs ....................................................... 284 VMware VMDK file .................................... 284 Shutdown ....................................................... 122 SMARTPlacement .. 60, 61, 67, 89, 133, 209, 210 Schedule List . 117, 122, 127, 133, 153, 155, 159, 161, 260 SMARTPlacement defrag ....................... 209, 210 Schedule Name .............................. 146, 155, 260 SMARTPlacement defragmentation .......... 62, 89 Schedule Properties window ......... 155, 159, 260 SMARTPlacement Settings .............................. 89 Schedule Template 117, 122, 127, 133, 141, 144, 146, 149, 151 Space Explorer ...... 177, 188, 189, 191, 192, 193, 195, 200, 201, 202 Saving . 117, 122, 127, 133, 141, 144, 146, 151 Navigating .. 177, 188, 189, 191, 192, 193, 195 Schedule Wizard .................... 133, 149, 260, 263 Starting ..... 188, 189, 191, 192, 193, 195, 200, 202 Schedule Wizard window ............... 117, 122, 127 Scheduling Tasks on Windows Home Server ... 18 Stopping .... 188, 189, 191, 192, 193, 195, 200, 201, 202 Screen Saver ................................... 153, 155, 159 Space Explorer Resources .............................. 189 Screen Saver defragmentation .................. 63, 78 Space Explorer window ................................. 189 Screen Saver Schedule ................... 115, 116, 133 Space Management . 95, 106, 171, 175, 189, 202 Creating ...................................................... 133 Space Management on Windows Home Server ..................................................................... 18 Selected Files.............................................. 62, 71 Selected Files Defragmentation ................. 60, 74 Server 2008 .................................................... 103 Space Management Tab ........................ 171, 195 Space Management tool bar ......................... 171 307 PerfectDisk 10 User Guide Space Management window ......................... 171 Stat-analyze ................................................... 290 Space Management's Available Drive List .....174 Statistical information ................................... 196 Space Management's Space Reports ............. 197 Statistics ................................. 54, 67, 71, 75, 177 Space Reports ................ 195, 197, 200, 201, 202 Statistics Summary .................................... 63, 67 Navigating .......................... 197, 200, 201, 202 StealthPatrol ................ 3, 78, 101, 113, 155, 165 Starting ....................................... 200, 201, 202 StealthPatrol defragmentation ...................... 159 Stopping ..................................... 200, 201, 202 StealthPatrol Schedule ... 63, 115, 116, 137, 165, 166 Viewing....................................................... 201 Space Reports results ..................................... 202 SQL Servers ............................................ 208, 210 Creating...................................................... 165 Stop Shutdown ...................................... 122, 127 Stand-Alone mode ......................................... 293 Stopping 174, 175, 177, 186, 188, 189, 191, 192, 193, 195, 196, 200, 201, 202, 255, 257, 275, 283, 287 Start Date ....................................................... 127 defragmentation ........................................ 287 Start Time ....................................................... 127 Duplicates Finder ....................................... 186 Starting .... 18, 174, 175, 177, 184, 186, 188, 189, 191, 192, 193, 195, 196, 200, 201, 202, 255, 256, 257, 282 Exchange .................................................... 255 Standalone ..................................................... 211 Duplicates Finder ............................... 184, 186 Exchange .................................................... 255 Exchange data store defragmentation .....256, 257 Recycler ...................................... 174, 175, 177 Remote Desktop .......................................... 18 Space Explorer... 188, 189, 191, 192, 193, 195, 200, 202 Exchange data store defragmentation ...... 257 PerfectDisk ................................................. 275 Recycler...................................... 174, 175, 177 Space Explorer .. 188, 189, 191, 192, 193, 195, 200, 201, 202 Space Reports .................... 196, 200, 201, 202 virtual computer defragmentation ............ 283 Summary .......................................................... 75 SuperFetch ....................................................... 96 Space Reports .................... 196, 200, 201, 202 System Files ..... 62, 71, 74, 78, 79, 106, 122, 127 virtual computer defragmentation ............ 282 System Files defrag .......................................... 72 308 Index System Resource Priority ......................... 95, 103 Domain Controller Security Policy ............. 249 System Restore Points ..................................... 92 Drive Pane .................................................... 65 System Volume Information .. 69, 70, 72, 92, 103 View Log Controls ........................................ 71 T Windows Event Viewer ................................ 97 Task Manager ................................................. 103 Task Scheduler ................................................. 96 Technical Support ...................................... 6, 299 Temp and Recycle Bin .................................... 171 Temp Files Cleaned ........................................ 177 Temp Space Recovered .................................. 177 Template ................................................ 122, 133 Using Duplicates Finder 171, 174, 175, 177, 179, 186 Using PerfectDisk 10 with Active Directory ... 211 Using Recycler........ 171, 173, 174, 175, 177, 186 Using Space Explorer .... 171, 174, 175, 186, 188, 189, 191, 192, 193, 195 Using Space Management ............................. 171 Temporary Files...................................... 171, 175 Using Space Reports ..... 171, 174, 175, 177, 186, 196, 200, 201, 202 Time Schedule ........................................ 117, 144 V Troubleshooting ............................................. 267 Versions ......................................................... 267 U View Log................................... 97, 109, 171, 275 Understanding ................................................. 54 Viewing . 174, 175, 177, 180, 186, 196, 197, 201, 202, 258, 286 Defragmentation Tab ................................... 54 Uninstalling ...................................................... 41 Updating......................................................... 213 Administrative Installation ......................... 213 USB Flash Drives ......................................... 28, 63 Use ................................................................. 102 Removable Storage .................................... 102 User Settings .................................................. 222 Using ............................................ 65, 71, 97, 249 Duplicates Finder ....................................... 186 Duplicates Finder results ................... 180, 186 Exchange defragmentation statistics......... 258 Recycler...................................................... 174 Recycler results .................................. 175, 177 Space Reports ............................ 196, 197, 201 Space Reports results ................................ 202 virtual computer defragmentation results 286 Viewing Recycler results ................................ 175 309 PerfectDisk 10 User Guide Virtual Center ................................................. 279 Virtual Server ............................... 5, 54, 272, 279 Virtual Computer ................... 272, 276, 277, 281 Virtual settings ............................................... 279 Virtual Computer Available Virtual Guest List ........................................... 273, 275, 276, 277 Vista ................................................................. 96 VMDK ..................................... 272, 281, 282, 284 Virtual Computer Available Virtual Host List 273, 275, 276, 277 shrink ......................................................... 284 Virtual Computer Control Bar ........................ 275 VMWare ........... 5, 6, 28, 115, 272, 273, 276, 300 Virtual computer defragmentation................ 283 PerfectDisk 10 ................................................ 5 Stopping ..................................................... 283 VMware DiskMount ....................................... 275 Virtual computer defragmentation results ....286 VMware ESX....................................... 5, 271, 279 Virtual Computer Details ............................... 286 VMware One Time schedule ......................... 146 Virtual computer drives ................................. 281 VMWare Schedule ......................................... 116 Defragmenting ........................................... 281 VMWare Server ................................................. 5 Virtual computer drives overview ................. 271 VMWare Technology Alliance Partner .......... 300 Virtual Computer One Time ................... 113, 146 VMware VMDK file ........................................ 284 Virtual Computer tab ..................................... 273 shrink ......................................................... 284 Virtual Computer tool bar ...................... 273, 276 VMware Weekly ............................................ 146 Virtual Computer Weekly ...................... 113, 146 VMware Weekly schedule ............................. 147 Virtual Computing .......................................... 208 VMWare Workstation ........................................ 5 Virtual Enterprise Edition ................................. 95 Volume Shadow Copy Service ....................... 103 Virtual Environment ......................... 95, 254, 279 VSS ................................................................. 103 Virtual guest ................................................... 281 VSS defragmentation ..................................... 103 Adding ........................................................ 281 Virtual Machine Defragmentation ................. 282 Virtual machine performance ........................ 272 Virtual One Time Schedule ............................ 146 310 W Web Servers ................................................... 208 Webinars ........................................................ 299 Weekly Schedule ................................... 116, 127 Index Welcome Screen Four ...................................... 52 Windows Host OS .......................................... 272 Welcome Screen One....................................... 49 Windows Installer ............................................ 44 Welcome Screen Three .................................... 51 Windows Logs .................................................. 97 Welcome Screen Two ...................................... 50 Windows Recycle Bin ............................... 96, 195 Welcome to PerfectDisk 10 ............................... 1 Windows Script Files ...................................... 105 Welcome Wizard .............................................. 17 Windows Scripting Component ..................... 105 What's New ........................................................ 3 Windows Server ............................................. 127 WHS Plug-in ..................................................... 18 Windows Server 2003 .................................... 205 Why Consolidate Free Space?.......................... 59 Windows Server 2008 .......................... 5, 11, 300 Why Defragment Files? .................................... 58 Windows taskbar ........................................... 165 Windows 2000 SP4 ........................................ 205 Windows USB Mass ....................................... 102 Windows Application Event ............................. 97 Windows Vista ................................... 5, 103, 300 Windows Event Viewer .................................... 97 Working Directory ......................................... 251 Windows Firewall ........................................... 294 Write Caching ................................................ 102 Configuring ................................................. 294 Www.perfectdisk.com/support ......................... 6 Windows Hardware Compatibility List ..........102 X Windows Home Server ...................................... 5 X64 ................................................................. 205 PerfectDisk 10 ................................................ 5 X86 ................................................................. 205 Windows Home Server Administrator ............. 18 XP ....................................................................... 5 Windows Home Server Console................. 18, 86 XP 2000 .............................................................. 5 Windows Home Server Console application .... 18 311