Reliability Workbook for User State Virtualization

Overview

Service health is the state in which a service and all the components it depends on are behaving as desired within acceptable limits. This task list provides a schedule of proactive health monitoring and maintenance tasks to review and adapt to your individual requirements. For further instructions about the configuration and use of this task list, see the Administrator's Guide for Reliability Workbooks at www.microsoft.com/mof.

Task List Columns

  • Health Attribute: A group of requirements for a healthy system.
  • Health Area: A category of health action.
  • Health Requirement: A requirement in a particular health control area that drives monitoring activity, which ensures continued component health.
  • Monitoring Task: An action that involves observing trends and paying attention to warning levels and error alerts. These alerts will trigger maintenance tasks.
  • Maintenance Task: Regularly scheduled or trend-driven work that ensures the continued health of the component.
  • Monitoring Parameter: The picture of health for a component. These conditions are determined by your organization's requirements and may vary according to factors such as the component's importance to the business, the size of the organization, or staffing constraints.
  • Owner: Person with the responsibility to ensure that a task is done. The owner can complete the task, automate it, or delegate it and confirm that the work has been done.

Monitoring Activities

Verify that the files for a redirected folder were moved to the new location because the corresponding user is not the owner of the files.

Health attribute

Security

Health area

Folder Redirection

Health requirement

Files are redirected to the new location specified for the corresponding user.

Monitoring task

Verify that the files for a redirected folder were moved to the new location because the corresponding user is not the owner of the files.

Monitoring parameter

The user for whom the folders are being redirected is the owner of all the files and folders in the redirected folder.

Frequency

Hourly

Owner

Operator

Manual

Check for event ID 112 for the source Folder Redirection using Event Viewer.

Automation

Check using Windows PowerShell scripts.

Check using unit monitor in a custom management pack in Microsoft System Center Operations Manager.

Notes

Files that are causing problems are listed in the details of the event.

Verify that a redirected folder can be moved to a location.

Health attribute

Configuration

Health area

Folder Redirection

Health requirement

The folder is redirected to the new location specified for the corresponding user.

Monitoring task

Verify that a redirected folder can be moved to a new location.

Monitoring parameter

The event log does not contain any events that relate to Folder Redirection.

Frequency

Hourly

Owner

Operator

Manual

Check for event ID 107 for the source Folder Redirection using Event Viewer.

Automation

Check using Windows PowerShell scripts.

Check using unit monitor in a custom management pack in Microsoft System Center Operations Manager.

Notes

Verify that the Group Policy configuration for Folder Redirection is configured correctly.

Health attribute

Configuration

Health area

Folder Redirection

Health requirement

Group Policy is configured correctly for Folder Redirection.

Monitoring task

Verify that the Group Policy configuration for Folder Redirection is configured correctly.

Monitoring parameter

The event log does not contain any events that relate to Folder Redirection.

Frequency

Hourly

Owner

Operator

Manual

Check for event ID 101 for the source Folder Redirection and event ID 1000 for the source Userenv using Event Viewer.

Automation

Check using Windows PowerShell scripts.

Notes

See Event ID 101 and Event ID 1000 Messages May Be Displayed When Folder Redirection Is Set Up with Group Policy.

Verify that the target folder in Folder Redirection is configured with the appropriate security.

Health attribute

Security

Health area

Folder Redirection

Health requirement

Security is properly configured for the target folder in Folder Redirection.

Monitoring task

Verify that the target folder in Folder Redirection is configured with the appropriate security.

Monitoring parameter

The event log does not contain any events that relate to Folder Redirection.

Frequency

Hourly

Owner

Operator

Manual

Check for event ID 102 for the source Folder Redirection and event ID 1000 for the source Userenv using Event Viewer.

Automation

Check using Windows PowerShell scripts.

Check using unit monitor in a custom management pack in Microsoft System Center Operations Manager.

Notes

This behavior can occur if the permissions on the target folder in the Folder Redirection destination are too restrictive. If the event text for event ID 102 includes "The security descriptor structure is invalid," grant the System account Full Control on the destination folder and sub-folders.

See Security Recommendations for Folder Redirection.

Verify that a user has sufficient permissions on the target folder to support Folder Redirection.

Health attribute

Security

Health area

Folder Redirection

Health requirement

The user has sufficient permissions on the target folder to support Folder Redirection.

Monitoring task

Verify that a user has sufficient permissions on the target folder to support Folder Redirection.

Monitoring parameter

The event log does not contain any events that relate to Folder Redirection.

Frequency

Hourly

Owner

Operator

Manual

Check for event ID 101 for the source Folder Redirection using Event Viewer.

Automation

Check using Windows PowerShell scripts.

Check using unit monitor in a custom management pack in Microsoft System Center Operations Manager.

Notes

Event ID 111 occurs if the user does not have permissions, while event ID 106 occurs if the user does not have Write permission.

See Security Recommendations for Folder Redirection.

Verify that a user who has a user profile copied from another user profile has sufficient permissions to support Folder Redirection.

Health attribute

Security

Health area

Folder Redirection

Health requirement

The user has sufficient permissions on the user profile to support Folder Redirection.

Monitoring task

Verify that a user who has a user profile copied from another user profile has sufficient permissions to support Folder Redirection.

Monitoring parameter

The event log does not contain any events that relate to Folder Redirection.

Frequency

Hourly

Owner

Operator

Manual

Check for event ID 106 or 111 for the source Folder Redirection and event ID 1085 for the source Userenv using Event Viewer.

Automation

Check using Windows PowerShell scripts.

Check using unit monitor in a custom management pack in Microsoft System Center Operations Manager.

Notes

Event ID 111 occurs if the user does not have permissions, while event ID 106 occurs if the user does not have Write permission.

See Security Recommendations for Folder Redirection.

Verify that Folder Redirection does not fail as a result of a user rename.

Health attribute

Security

Health area

Folder Redirection

Health requirement

Files and folders are redirected to the new location specified for the corresponding user.

Monitoring task

Verify that Folder Redirection does not fail as a result of a user rename.

Monitoring parameter

The event log does not contain any events that relate to Folder Redirection.

Frequency

Hourly

Owner

Operator

Manual

Check for event ID 107 for the source Folder Redirection using Event Viewer.

Automation

Check using Windows PowerShell scripts.

Check using unit monitor in a custom management pack in Microsoft System Center Operations Manager.

Notes

See The folder redirection process fails on a computer that is running Windows Vista or Windows XP when you change the user name in Active Directory.

Verify that the correct Fdeploy.ini file is available on the domain controller that the client is accessing.

Health attribute

Configuration

Health area

Folder Redirection

Health requirement

Files and folders are redirected to the new location specified for the corresponding user.

Monitoring task

Verify that the correct Fdeploy.ini file is available on the domain controller that the client is accessing.

Monitoring parameter

The event log does not contain any events that relate to Folder Redirection.

Frequency

Hourly

Owner

Operator

Manual

Check for the correct Fdeploy.ini file on the domain controller using Windows Explorer.

Automation

Check using Windows PowerShell scripts.

Check using unit monitor in a custom management pack in Microsoft System Center Operations Manager.

Notes

See Folder Redirection encounters errors and redirection fails.

Verify that the specified Folder Redirection path is valid and accessible.

Health attribute

Configuration

Health area

Folder Redirection

Health requirement

Files and folders are redirected to the new location specified for the corresponding user.

Monitoring task

Verify that the specified Folder Redirection path is valid and accessible.

Monitoring parameter

The event log does not contain any events that relate to Folder Redirection.

Frequency

Hourly

Owner

Operator

Manual

Check that the path is valid and accessible using Windows Explorer.

Automation

Check using Windows PowerShell scripts.

Check using unit monitor in a custom management pack in Microsoft System Center Operations Manager.

Notes

See Folder Redirection encounters errors and redirection fails.

Verify that no files to be moved are locked by an application or service.

Health attribute

Configuration

Health area

Folder Redirection

Health requirement

Files and folders are redirected to the new location specified for the corresponding user.

Monitoring task

Verify that no files to be moved are locked by an application or service.

Monitoring parameter

The event log does not contain any events that relate to Folder Redirection.

Frequency

Hourly

Owner

Operator

Manual

Verify that no files to be moved are locked by an application or service by using Server Manager or File Server Resource Manager.

Automation

Check using Windows PowerShell scripts.

Check using unit monitor or a synthetic transaction in a custom management pack in Microsoft System Center Operations Manager.

Notes

See Folder Redirection encounters errors and redirection fails.

Verify the responsiveness of the server on which the target folder resides for Folder Redirection.

Health attribute

Performance

Health area

Folder Redirection

Health requirement

Users are able to log on and log off within the previously established time.

Monitoring task

Verify the responsiveness of the server on which the target folder resides for Folder Redirection

Monitoring parameter

Verify that the time for user logon or logoff is not delayed as a result of Folder Redirection.

Frequency

Hourly

Owner

Operator

Manual

Verify by comparing times for a specific user to log on or log off with established benchmarks.

Automation

Check using Windows PowerShell scripts.

Check using unit monitor or a synthetic transaction in a custom management pack in Microsoft System Center Operations Manager.

Verify the health of the server on which the target folder resides for Folder Redirection.

Health attribute

Performance

Health area

Folder Redirection

Health requirement

The server on which the target folder resides for Folder Direction is healthy.

Monitoring task

Verify the health of the server on which the target folder resides for Folder Redirection

Monitoring parameter

Verify that the server is healthy.

Frequency

Hourly

Owner

Operator

Manual

Verify by comparing performance counters with established benchmarks.

Automation

Check using Windows PowerShell scripts.

Check using unit monitor in a custom management pack or Windows Server Operating System management pack for Operations Manager 2007 in Microsoft System Center Operations Manager.

Verify configuration settings that relate to Folder Redirection, typically set using Group Policy.

Health attribute

Configuration

Health area

Folder Redirection

Health requirement

Targeted computers and users have the appropriate Folder Redirection configuration settings.

Monitoring task

Verify configuration settings that relate to Folder Redirection, typically set using Group Policy.

Monitoring parameter

Actual configuration settings that relate to Folder Redirection match expected values.

Frequency

Daily

Owner

Operator

Manual

Verify using the Group Policy Management Console (GPMC).

Automation

Verify using the Desired Configuration Management (DCM) feature in Microsoft System Center Configuration Manager.

Verify the responsiveness of the server on which the target folders reside for roaming profiles.

Title

Verify the responsiveness of the server on which the target folders reside for roaming profiles.

Health attribute

Performance

Health area

Roaming Profiles

Health requirement

Users are able to log on and log off within the previously established time.

Monitoring task

Verify the responsiveness of the server on which the target folders reside for roaming profiles.

Monitoring parameter

Verify that the time for user logon or logoff is not delayed as a result of loading or saving roaming profiles.

Frequency

Hourly

Owner

Operator

Manual

Verify by comparing times for a specific user to log on or log off with established benchmarks.

Automation

Check using Windows PowerShell scripts.

Check using unit monitor or a synthetic transaction in a custom management pack in Microsoft System Center Operations Manager.

Verify the health of the server on which the target folders reside for roaming profiles.

Health attribute

Performance

Health area

Roaming Profiles

Health requirement

The server on which roaming profiles reside is healthy.

Monitoring task

Verify the health of the server on which the target folders reside for roaming profiles.

Monitoring parameter

Verify that the server is healthy.

Frequency

Hourly

Owner

Operator

Manual

Verify by comparing performance counters with established benchmarks.

Automation

Check using Windows PowerShell scripts.

Check using unit monitor in a custom management pack or Windows Server Operating System management pack for Operations Manager 2007 in Microsoft System Center Operations Manager.

Verify that roaming profiles are found.

Health attribute

Configuration

Health area

Roaming Profiles

Health requirement

Roaming profiles are located and loaded successfully when a user logs on.

Monitoring task

Verify that roaming profiles are found.

Monitoring parameter

The event log does not contain any events that relate to Roaming Profiles.

Frequency

Hourly

Owner

Operator

Manual

Check for event ID 1521 for the source Userenv using Event Viewer.

Automation

Check using Windows PowerShell scripts.

Check using unit monitor in a custom management pack in Microsoft System Center Operations Manager.

Notes

See "The roaming profile cannot be found" error message when you log on to your network from a Windows XP-based computer.

Verify that the appropriate permissions are set for the folder and the path to the folder in which the roaming profile is stored.

Health attribute

Security

Health area

Roaming Profiles

Health requirement

Appropriate permissions are set on the folder and the path to the folder in which the roaming profile is stored.

Monitoring task

Verify that the appropriate permissions are set for the folder and the path to the folder in which the roaming profile is stored.

Monitoring parameter

The event log does not contain any events that relate to Roaming Profiles.

Frequency

Hourly

Owner

Operator

Manual

Check for event ID 1504 or 1509 for the source Userenv using Event Viewer.

Automation

Check using Windows PowerShell scripts.

Check using unit monitor in a custom management pack in Microsoft System Center Operations Manager.

Notes

This failure can also result in the use of temporary user profiles.

Verify that no trailing blank space exists in paths for roaming profiles.

Health attribute

Configuration

Health area

Roaming Profiles

Health requirement

The path for a roaming profile does not have a trailing blank space.

Monitoring task

Verify that no trailing blank space exists in the paths for roaming profiles.

Monitoring parameter

The event log does not contain any events that relate to Roaming Profiles.

Frequency

Hourly

Owner

Operator

Manual

Check for event ID 1000 for the source Userenv using Event Viewer.

Automation

Check using Windows PowerShell scripts.

Check using unit monitor in a custom management pack in Microsoft System Center Operations Manager.

Notes

This failure can also result in the use of temporary user profiles.

Verify that user profiles roam.

Health attribute

Configuration

Health area

Roaming Profiles

Health requirement

User profiles roam to different computers when the user logs on to the computers.

Monitoring task

Verify that user profiles roam.

Monitoring parameter

The event log does not contain any events that relate to Roaming Profiles.

Frequency

Hourly

Owner

Operator

Manual

Check for event ID 1000 for the source Userenv using Event Viewer.

Automation

Check using Windows PowerShell scripts.

Check using unit monitor in a custom management pack in Microsoft System Center Operations Manager.

Notes

See User Profile Does Not Roam.

Verify that Offline Files is not enabled on the network-shared folder used to store roaming profiles.

Health attribute

Configuration

Health area

Roaming Profiles

Health requirement

Offline Files uses a separate network shared folder than roaming profiles.

Monitoring task

Verify that Offline Files is not enabled on the network-shared folder used to store roaming profiles.

Monitoring parameter

The event log does not contain any events that relate to Roaming Profiles.

Frequency

Hourly

Owner

Operator

Manual

Check for event ID 1525 for the source Userenv using Event Viewer.

Automation

Check using Windows PowerShell scripts.

Check using unit monitor in a custom management pack in Microsoft System Center Operations Manager.

Verify that no encrypted files exist in users' roaming profiles.

Health attribute

Configuration

Health area

Roaming Profiles

Health requirement

All files in users' roaming profiles are unencrypted.

Monitoring task

Verify that no encrypted files exist in users' roaming profiles.

Monitoring parameter

The event log does not contain any events that relate to Roaming Profiles.

Frequency

Hourly

Owner

Operator

Manual

Check for event ID 1504 or 1513 for the source Userenv using Event Viewer.

Automation

Check using Windows PowerShell scripts.

Check using unit monitor in a custom management pack in Microsoft System Center Operations Manager.

Verify that the File Screening feature in File Server Resource Manager does not control the target folder for a roaming profile.

Health attribute

Configuration

Health area

Roaming Profiles

Health requirement

The File Screening feature in File Server Resource Manager does not control folders.

Monitoring task

Verify that the File Screening feature in File Server Resource Manager does not control the target folder for a roaming profile.

Monitoring parameter

The event log does not contain any events that relate to Roaming Profiles.

Frequency

Hourly

Owner

Operator

Manual

For Windows XP and Windows Server 2003, check for event ID 1509 or 1504 for the source Userenv using Event Viewer.

For Windows 7, Windows Vista, and Windows Server 2008, check for event ID 1509 for the source Microsoft-Windows-User Profiles General and event ID 1504 for the source Microsoft-Windows-User Profiles Service using Event Viewer.

Automation

Check using Windows PowerShell scripts.

Check using unit monitor in a custom management pack in Microsoft System Center Operations Manager.

Verify that a roaming profile folder is legitimate.

Health attribute

Configuration

Health area

Roaming Profiles

Health requirement

The folder in which a roaming profile resides exists and is assigned the appropriate permissions.

Monitoring task

Verify that a roaming profile folder is legitimate.

Monitoring parameter

The event log does not contain any events that relate to Roaming Profiles.

Frequency

Hourly

Owner

Operator

Manual

Check for event ID 1526 for the source Userenv using Event Viewer.

Automation

Check using Windows PowerShell scripts.

Check using unit monitor in a custom management pack in Microsoft System Center Operations Manager.

Notes

See Source: Userenv Event ID:1526.

Verify that a roaming profile folder has good connectivity and appropriate permissions.

Title

Verify that a roaming profile folder has good connectivity and appropriate permissions.

Health attribute

Configuration

Health area

Roaming Profiles

Health requirement

The folder in which a roaming profile is located can be accessed and has the appropriate permissions.

Monitoring task

Verify that a roaming profile has good connectivity and appropriate permissions.

Monitoring parameter

The event log does not contain any events that relate to Roaming Profiles.

Frequency

Hourly

Owner

Operator

Manual

Check for event ID 1506 for the source Userenv using Event Viewer.

Automation

Check using Windows PowerShell scripts.

Check using unit monitor in a custom management pack in Microsoft System Center Operations Manager.

Notes

See Source: Userenv Event ID:1506.

Verify that the computer has sufficient resources to load a roaming profile.

Health attribute

Configuration

Health area

Roaming Profiles

Health requirement

The computer has sufficient memory and disk space to allow loading of the roaming profile.

Monitoring task

Verify that the computer has sufficient resources to load a roaming profile.

Monitoring parameter

The event log does not contain any events that relate to Roaming Profiles.

Frequency

Hourly

Owner

Operator

Manual

Check for event ID 1505 for the source Userenv using Event Viewer.

Automation

Check using Windows PowerShell scripts.

Check using unit monitor in a custom management pack in Microsoft System Center Operations Manager.

Notes

See Source: Userenv Event ID:1505.

Verify that a roaming profile is not corrupt.

Health attribute

Configuration

Health area

Roaming Profiles

Health requirement

The roaming profile is not corrupt.

Monitoring task

Verify that a roaming profile is not corrupt.

Monitoring parameter

The event log does not contain any events that relate to Roaming Profiles.

Frequency

Hourly

Owner

Operator

Manual

Check for event ID 1510 for the source Userenv using Event Viewer.

Automation

Check using Windows PowerShell scripts.

Check using unit monitor in a custom management pack in Microsoft System Center Operations Manager.

Notes

See Source: Userenv Event ID:1510.

Verify configuration settings that relate to Roaming Profiles, typically set using Group Policy.

Health attribute

Configuration

Health area

Roaming Profiles

Health requirement

Targeted computers and users have the appropriate Roaming Profiles configuration settings.

Monitoring task

Verify configuration settings that relate to Roaming Profiles, typically set using Group Policy.

Monitoring parameter

Actual configuration settings that relate to Roaming Profiles match expected values.

Frequency

Daily

Owner

Operator

Manual

Verify using Group Policy Management Console (GPMC).

Automation

Verify using the Desired Configuration Management (DCM) feature in Microsoft System Center Configuration Manager.

Verify that no errors occurred encrypting the Offline Files cache.

Health attribute

Security

Health area

Offline Files

Health requirement

The Offline Files cache was encrypted successfully.

Monitoring task

Verify that no errors occurred encrypting the Offline Files cache.

Monitoring parameter

The event log does not contain any events that relate to Offline Files.

Frequency

Hourly

Owner

Operator

Manual

Check for event ID 26 for the source Microsoft-Windows-OfflineFiles using Event Viewer.

Automation

Check using Windows PowerShell scripts.

Check using unit monitor in a custom management pack in Microsoft System Center Operations Manager.

Verify that no corruption exists in the Offline Files cache.

Health attribute

Configuration

Health area

Offline Files

Health requirement

The Offline Files cache is consistent and contains no file corruption.

Monitoring task

Verify that no corruption exists in the Offline Files cache.

Monitoring parameter

The event log does not contain any events that relate to Offline Files.

Frequency

Hourly

Owner

Operator

Manual

Check for event ID 5 for the source Microsoft-Windows-OfflineFiles using Event Viewer.

Automation

Check using Windows PowerShell scripts.

Check using unit monitor in a custom management pack in Microsoft System Center Operations Manager.

Verify successful encryption or decryption of files in the Offline Files cache.

Health attribute

Security

Health area

Offline Files

Health requirement

Files in the Offline Files cache are successfully encrypted or decrypted.

Monitoring task

Verify successful encryption or decryption of files in the Offline Files cache.

Monitoring parameter

The event log contains events that relate to encryption or decryption of offline files.

Frequency

Hourly

Owner

Operator

Manual

Check for event ID 2005 for the source Microsoft-Windows-OfflineFiles using Event Viewer.

Automation

Check using Windows PowerShell scripts.

Check using unit monitor in a custom management pack in Microsoft System Center Operations Manager.

Verify successful synchronization of files in the Offline Files cache.

Health attribute

Configuration

Health area

Offline Files

Health requirement

Files in the Offline Files cache are successfully synchronized.

Monitoring task

Verify successful synchronization of files in the Offline Files cache.

Monitoring parameter

The event log contains events that relate to encryption or decryption of offline files.

Frequency

Hourly

Owner

Operator

Manual

Check for event ID 2002 for the source Microsoft-Windows-OfflineFiles using Event Viewer.

Automation

Check using Windows PowerShell scripts.

Check using unit monitor in a custom management pack in Microsoft System Center Operations Manager.

Verify proper transition between offline and online status for offline files.

Health attribute

Security

Health area

Offline Files

Health requirement

As the computer is disconnected and reconnected, the Offline Files feature successfully shifts between offline and online status.

Monitoring task

Verify proper transition between offline and online status for offline files.

Monitoring parameter

The event log contains events that relate to encryption or decryption of offline files.

Frequency

Hourly

Owner

Operator

Manual

Check for event ID 9 or ID 10 for the source Microsoft-Windows-OfflineFiles using Event Viewer.

Automation

Check using Windows PowerShell scripts.

Check using unit monitor in a custom management pack in Microsoft System Center Operations Manager.

Notes

Event ID 9 indicates transition to offline mode, while event ID 10 indicates transition to online mode.

Verify configuration settings that relate to Offline Files, typically set using Group Policy.

Health attribute

Configuration

Health area

Offline Files

Health requirement

Targeted computers and users have the appropriate Offline Files configuration settings.

Monitoring task

Verify configuration settings that relate to Offline Files, typically set using Group Policy.

Monitoring parameter

Actual configuration settings that relate to Offline Files match expected values.

Frequency

Daily

Owner

Operator

Manual

Verify using Group Policy Management Console (GPMC).

Automation

Verify using the Desired Configuration Management (DCM) feature in Microsoft System Center Configuration Manager.

Maintenance Activities

Prepare a computer running the File Server role in Windows Server 2008 as a target for Folder Redirection.

Health attribute

Configuration

Health area

Folder Redirection

Health requirement

The computer has sufficient system resources to support Folder Redirection from a disk capacity and performance perspective.

Maintenance task

Prepare a computer running the File Server role in Windows Server 2008 as a target for Folder Redirection.

Frequency

As required

Owner

Operator

Manual

Verify in a lab environment using the estimated number of simulated logon and logoff activities based on projected use in a production environment.

Configure appropriate NTFS file system permissions on the shared folder used as a target in Folder Redirection.

Health attribute

Security

Health area

Folder Redirection

Health requirement

Users have the appropriate shared folder permissions to create a subfolder in the location configured for Folder Redirection.

Maintenance task

Configure appropriate NTFS file system permissions on the shared folder used as a target in Folder Redirection.

Frequency

As required

Owner

Operator

Manual

Configure appropriate NTFS file system permissions on the shared folder used as a target in Folder Redirection using Server Manager or File Server Resource Manager.

Notes

See Security Recommendations for Folder Redirection.

Configure appropriate shared folder permissions on the shared folder used as a target in Folder Redirection.

Health attribute

Security

Health area

Folder Redirection

Health requirement

Users have the appropriate shared folder permissions to create a subfolder in the location configured for Folder Redirection.

Maintenance task

Configure appropriate shared folder permissions on the shared folder used as a target in Folder Redirection.

Frequency

As required

Owner

Operator

Manual

Configure appropriate shared folder permissions on the shared folder used as a target in Folder Redirection using Server Manager or File Server Resource Manager.

Notes

See Security Recommendations for Folder Redirection.

Configure the appropriate permissions on user profiles before copying the profile to another user.

Health attribute

Security

Health area

Folder Redirection

Health requirement

Users have the appropriate shared folder permissions on the profile for Folder Redirection.

Maintenance task

Configure the appropriate permissions on user profiles before copying the profile to another user.

Frequency

As required

Owner

Operator

Manual

Configure appropriate profile permissions using the Registry Editor.

Configure the Folder Redirection location of the folders in a user profile.

Health attribute

Configuration

Health area

Folder Redirection

Health requirement

The folders in a user profile are redirected to the appropriate location on the network for Folder Relocation.

Maintenance task

Configure the Folder Redirection location of the folders in a user profile.

Frequency

As required

Owner

Operator

Manual

Automation

Configure the Folder Redirection location of the folders in a user profile using Group Policy settings in User Configuration\Policies\Windows Settings\Folder Redirection\UserProfileFolderName.

Notes

See Specify the Location of Folders in a User Profile.

Enable Folder Redirection logging.

Health attribute

Configuration

Health area

Folder Redirection

Health requirement

The Fdeploy.log, file is created and stored in the %windir%\debug\usermode folder.

Maintenance task

Enable Folder Redirection logging.

Frequency

As required

Owner

Operator

Manual

Configure the following registry value using the Registry Editor:

HKEY_LOCAL_MACHINE\Software\Microsoft\Windows NT\CurrentVersion\Diagnostics

FdeployDebugLevel = Reg_DWORD 0x0f

Automation

Notes

See Folder Redirection Extension Tools and Settings.

Configure Offline Files settings to work with Folder Redirection.

Health attribute

Configuration

Health area

Folder Redirection

Health requirement

Offline Files works correctly with Folder Redirection.

Maintenance task

Configure Offline Files settings to work with Folder Redirection.

Frequency

As required

Owner

Operator

Automation

Configure Offline Files settings using Group Policy.

Notes

See the "Using offline files settings" and "Combining Folder Redirection with Offline Files" sections in Recommendations for Folder Redirection.

Configure the server on which the target folder resides to be trusted for delegation when redirecting files that are encrypted using Encrypting File System (EFS).

Health attribute

Security

Health area

Folder Redirection

Health requirement

Files that are encrypted with Encrypting File System (EFS) are redirected to the appropriate target folder for Folder Redirection.

Maintenance task

Configure the server on which the target folder resides to be trusted for delegation when redirecting files that are encrypted using Encrypting File System (EFS).

Frequency

As required

Owner

Operator

Automation

Configure delegation using Group Policy.

Notes

See the "Encrypted file system considerations" section in Recommendations for Folder Redirection.

See Designing an Authentication Strategy.

See the "Enable computer and user accounts to be trusted for delegation" section in User Rights.

Configure limits on the disk space that redirected folders use.

Health attribute

Configuration

Health area

Folder Redirection

Health requirement

Redirected folders comply with established disk quotas for other files.

Maintenance task

Configure limits on the disk space that redirected folders use.

Frequency

As required

Owner

Operator

Manual

Configure disk quotas using File Server Resource Manager.

Automation

Configure disk quotas using Group Policy.

Prepare a computer running the File Server role in Windows Server 2008 as a target for Roaming Profiles.

Health attribute

Configuration

Health area

Roaming Profiles

Health requirement

The computer has sufficient system resources to support Roaming Profiles from a disk capacity and performance perspective.

Maintenance task

Prepare a computer running the File Server role in Windows Server 2008 as a target for Roaming Profiles.

Frequency

As required

Owner

Operator

Manual

Verify in a lab environment using the estimated number of simulated logon and logoff activities based on projected use in a production environment.

Configure appropriate NTFS file system permissions on the shared folder used as a target in Roaming Profiles.

Health attribute

Security

Health area

Roaming Profiles

Health requirement

Users have the appropriate shared folder permissions to create a subfolder in the location configured for Roaming Profiles.

Maintenance task

Configure appropriate NTFS file system permissions on the shared folder used as a target in Roaming Profiles.

Frequency

As required

Owner

Operator

Manual

Configure appropriate NTFS file system permissions on the shared folder used as a target in Roaming Profiles using Server Manager or File Server Resource Manager.

Notes

See Security Recommendations for Folder Redirection.

Configure administrative access to Roaming Profiles.

Health attribute

Configuration

Health area

Roaming Profiles

Health requirement

When roaming profiles are created for each user, allow the members of the local Administrators group on that computer to have full control (or not).

Maintenance task

Configure administrative access to Roaming Profiles.

Frequency

As required

Owner

Operator

Manual

Automation

Configure using the Do not forcefully unload the user registry at user logoff Group Policy setting in Computer Configuration\Policies\Administrative Templates\System\User Profiles.

Notes

See the section "Add the Administrators security group to the roaming profile share" in "Table 7.6 Policy Settings for User Profiles: Computer Configuration" of Group Policy Recommendations for Roaming Profiles.

Configure the length of time to retain dormant user profiles.

Health attribute

Security

Health area

Roaming Profiles

Health requirement

Inactive locally cached user profiles are deleted.

Maintenance task

Configure the length of time to retain dormant user profiles.

Frequency

As required

Owner

Operator

Manual

Automation

Configure using the Delete user profiles older than a specified number of days on system restart Group Policy setting in Computer Configuration\Policies\Administrative Templates\System\User Profiles.

Notes

See the section "Delete user profiles older than a specified number of days on system restart" in Managing Roaming User Data Deployment Guide.

Configure checking of user ownership of a roaming profile folder.

Health attribute

Security

Health area

Roaming Profiles

Health requirement

The Windows operating system checks to see whether the user owns the roaming profile folder.

Maintenance task

Configure checking of user ownership of a roaming profile folder.

Frequency

As required

Owner

Operator

Automation

Configure using the Do not check for ownership of Roaming profile Folder Group Policy setting in Computer Configuration\Policies\Administrative Templates\System\User Profiles.

Configure deletion of cached copies of roaming profiles stored on local computers.

Health attribute

Security

Health area

Roaming Profiles

Health requirement

Cached copies of roaming profiles are or are not deleted from the local computer when the user logs off.

Maintenance task

Configure deletion of cached copies of roaming profiles stored on local computers.

Frequency

As required

Owner

Operator

Automation

Configure using the Delete cached copies of roaming profiles Group Policy setting in Computer Configuration\Policies\Administrative Templates\System\User Profiles.

Notes

See the section "Delete cached copies of roaming profiles" in "Table 7.6 Policy Settings for User Profiles: Computer Configuration" of Group Policy Recommendations for Roaming Profiles.

Configure forceful unloading of the user registry when user logs off.

Health attribute

Security

Health area

Roaming Profiles

Health requirement

Configure the client computer to forcefully unload the user registry at user logoff or not, based on security requirements.

Maintenance task

Configure forceful unloading of the user registry at user logoff.

Frequency

As required

Owner

Operator

Automation

Configure using the Do not forcefully unload the user registry at user logoff Group Policy setting in Computer Configuration\Policies\Administrative Templates\System\User Profiles.

Notes

See the section "Do not forcefully unload the user registry at user logoff" in Managing Roaming User Data Deployment Guide.

Configure detection of slow network connections when loading roaming profiles.

Title

Configure detection of slow network connections when loading roaming profiles.

Health attribute

Configuration

Health area

Roaming Profiles

Health requirement

Configure the client computer to detect or not detect a slow network connection and affect whether the roaming profile is loaded from the network shared folder or from a local cached copy.

Maintenance task

Configure detection of slow network connections when loading roaming profiles.

Frequency

As required

Owner

Operator

Automation

Configure using the Do not detect slow network connections Group Policy setting in Computer Configuration\Policies\Administrative Templates\System\User Profiles.

Notes

See the section "Do not detect slow network connections" in "Table 7.6 Policy Settings for User Profiles: Computer Configuration" of Group Policy Recommendations for Roaming Profiles.

Configure user notification when a slow network connection is detected.

Health attribute

Configuration

Health area

Roaming Profiles

Health requirement

Configure the client computer to notify or not notify the user when a slow network connection is detected.

Maintenance task

Configure user notification when a slow network connection is detected.

Frequency

As required

Owner

Operator

Automation

Configure using the Prompt user when slow link is detected Group Policy setting in Computer Configuration\Policies\Administrative Templates\System\User Profiles.

Notes

See the section "Prompt user when slow link is detected" in "Table 7.6 Policy Settings for User Profiles: Computer Configuration" of Group Policy Recommendations for Roaming Profiles.

Configure retention of Windows Installer and Group Policy Software Installation data.

Health attribute

Configuration

Health area

Roaming Profiles

Health requirement

Configure the client computer to retain or not retain Windows Installer and Group Policy Software Installation data.

Maintenance task

Configure retention of Windows Installer and Group Policy Software Installation data.

Frequency

As required

Owner

Operator

Automation

Configure using the Leave Windows Installer and Group Policy Software Installation Data Group Policy setting in Computer Configuration\Policies\Administrative Templates\System\User Profiles.

Configure use of only local user profiles.

Health attribute

Configuration

Health area

Roaming Profiles

Health requirement

Configure the client computer to prevent or allow use of a roaming profile on the computer.

Maintenance task

Configure use of only local user profiles.

Frequency

As required

Owner

Operator

Automation

Configure using the Only allow local user profiles Group Policy setting in Computer Configuration\Policies\Administrative Templates\System\User Profiles.

Notes

See the section "Only allow local user profiles" in "Table 7.6 Policy Settings for User Profiles: Computer Configuration" of Group Policy Recommendations for Roaming Profiles.

Create roaming profiles.

Health attribute

Configuration

Health area

Roaming Profiles

Health requirement

User profiles are configured to be stored on shared network folders.

Maintenance task

Create roaming profiles.

Frequency

As required

Owner

Operator

Manual

Configure using Active Directory Users and Computers.

Configure using Windows PowerShell cmdlets.

Automation

Configure using the Set roaming profile path for all users logging onto this computer Group Policy setting in Computer Configuration\Policies\Administrative Templates\System\User Profiles.

Notes

See the section "Set roaming profile path for all users logging on to this computer" in Managing Roaming User Data Deployment Guide.

Configure the length of time the computer will wait for a user response before using a default value.

Health attribute

Configuration

Health area

Roaming Profiles

Health requirement

The client computer waits for the specified period of time before using a predefined default value.

Maintenance task

Configure the length of time the computer will wait for a user response before using a default value.

Frequency

As required

Owner

Operator

Manual

Automation

Configure using the Timeout for dialog boxes Group Policy setting in Computer Configuration\Policies\Administrative Templates\System\User Profiles.

Notes

See the section "Timeout for dialog boxes" in "Table 7.6 Policy Settings for User Profiles: Computer Configuration" of Group Policy Recommendations for Roaming Profiles.

Configure the use of temporary profiles when users are unable to load their user profiles.

Health attribute

Security

Health area

Roaming Profiles

Health requirement

Users are able or unable to use a temporary profile in the event their user profiles do not load.

Maintenance task

Configure the use of temporary profiles when users are unable to load their user profile.

Frequency

As required

Owner

Operator

Manual

Automation

Configure using the Do not log users on with temporary profiles Group Policy setting in Computer Configuration\Policies\Administrative Templates\System\User Profiles.

Configure the maximum number of times Windows attempts to unload and update the user profile before the system stops trying to perform the update.

Health attribute

Configuration

Health area

Roaming Profiles

Health requirement

The client computer attempts to unload and update the user profile the specified number of times, and then stops trying to perform the update, which can result in loss of synchronization between the roaming profile and the local user profile.

Maintenance task

Configure maximum number of times Windows attempts to unload and update the user profile before the system stops trying to perform the update.

Frequency

As required

Owner

Operator

Automation

Configure using the Maximum retries to unload and update user profile Group Policy setting in Computer Configuration\Policies\Administrative Templates\System\User Profiles.

Notes

See the section "Maximum retries to unload and update user profile" in "Table 7.6 Policy Settings for User Profiles: Computer Configuration" of Group Policy Recommendations for Roaming Profiles.

Configure the persistence of changes to a roaming profile from a specific computer.

Health attribute

Configuration

Health area

Roaming Profiles

Health requirement

Any changes made to a roaming profile on the specified computers are not saved and as such are not persisted for subsequent loading.

Maintenance task

Configure the persistence of changes to a roaming profile from a specific computer.

Frequency

As required

Owner

Operator

Automation

Configure using the Prevent Roaming Profile changes from propagating to the server Group Policy setting in Computer Configuration\Policies\Administrative Templates\System\User Profiles.

Notes

See the section "Prevent Roaming Profile changes from propagating to the server" in "Table 7.6 Policy Settings for User Profiles: Computer Configuration" of Group Policy Recommendations for Roaming Profiles.

loading of the roaming profile, regardless of connection speed.

Health attribute

Configuration

Health area

Roaming Profiles

Health requirement

If enabled, the client computer waits for the roaming profile to load, regardless of the connection speed. Otherwise, the client computer uses a local copy if the roaming profile is slow in loading.

Maintenance task

Configure the computer to wait for loading of the roaming profile, regardless of connection speed.

Frequency

As required

Owner

Operator

Automation

Configure using the Wait for remote user profile Group Policy setting in Computer Configuration\Policies\Administrative Templates\System\User Profiles.

Notes

See the section "Wait for remote user profile" in "Table 7.6 Policy Settings for User Profiles: Computer Configuration" of Group Policy Recommendations for Roaming Profiles.

Configure the threshold for determining whether a connection for loading roaming profiles is considered slow.

Health attribute

Configuration

Health area

Roaming Profiles

Health requirement

The threshold value is compared with actual connection speed, and the connection is classified as slow or not.

Maintenance task

Configure the threshold for determining whether a connection for loading roaming profiles is considered slow.

Frequency

As required

Owner

Operator

Automation

Configure using the Slow network connection timeout for user profiles Group Policy setting in Computer Configuration\Policies\Administrative Templates\System\User Profiles.

Notes

See the section "Slow network connection timeout for user profiles" in "Table 7.6 Policy Settings for User Profiles: Computer Configuration" of Group Policy Recommendations for Roaming Profiles.

Configure the maximum wait time for the network if the user has a roaming profile or remote home folder.

Health attribute

Configuration

Health area

Roaming Profiles

Health requirement

Configure the client computer to wait for the network to become connected for the specified period of time before proceeding (if possible).

Maintenance task

Configure the maximum wait time for the network if the user has a roaming profile or remote home folder.

Frequency

As required

Owner

Operator

Manual

Automation

Configure using the Set maximum wait time for the network if a user has a roaming profile or remote home folder Group Policy setting in Computer Configuration\Policies\Administrative Templates\System\User Profiles.

Notes

See the section "Set maximum wait time for the network if a user has a roaming profile or remote home folder" in Managing Roaming User Data Deployment Guide.

Configure folders to be excluded in a roaming profile.

Health attribute

Configuration

Health area

Roaming Profiles

Health requirement

Unnecessary folders are excluded from the roaming profile.

Maintenance task

Configure folders to be excluded in a roaming profile.

Frequency

As required

Owner

Operator

Manual

Automation

Configure using the Exclude directories in roaming profile Group Policy setting in User Configuration\Policies\Administrative Templates\System\User Profiles.

Notes

See Group Policy Recommendations for Roaming Profiles.

Configure user profile size limits.

Health attribute

Configuration

Health area

Roaming Profiles

Health requirement

The size of user profiles, including roaming profiles, is limited to a specified size, which helps manage the disk space that roaming profiles use.

Maintenance task

Configure user profile size limits.

Frequency

As required

Owner

Operator

Manual

Automation

Configure using the Limit profile size Group Policy setting in User Configuration\Policies\Administrative Templates\System\User Profiles.

Notes

See Group Policy Recommendations for Roaming Profiles.

Configure a computer to always wait for the network to start at computer startup and logon.

Health attribute

Configuration

Health area

Roaming Profiles

Health requirement

The client will or will not wait for the network to start at computer startup and logon.

Maintenance task

Configure a computer always to wait for the network to start at computer startup and logon.

Frequency

As required

Owner

Operator

Manual

Automation

Configure using the Always wait for the network at computer startup and logon Group Policy setting in User Configuration\Policies\Administrative Templates\System\Logon.

Notes

See Group Policy Recommendations for Roaming Profiles.

Configure the use of mandatory profiles for users who log on to Remote Desktop Services (Terminal Services).

Health attribute

Configuration

Health area

Roaming Profiles

Health requirement

The users who log on to Remote Desktop Services will use the mandatory profile in the folder specified in the Set path for TS Roaming profile Group Policy setting.

Maintenance task

Configure the use of mandatory profiles for users who log on to Remote Desktop Services (Terminal Services).

Frequency

As required

Owner

Operator

Manual

Automation

Configure using the Use mandatory profiles on the terminal server Group Policy setting in Computer Configuration\Policies\Administrative Templates\Windows Components\Terminal Services\Terminal Server\Profiles.

Notes

See Profiles.

Configure the network path for the roaming profiles for users who log on to Remote Desktop Services (Terminal Services).

Health attribute

Configuration

Health area

Roaming Profiles

Health requirement

The users who log on to Remote Desktop Services will use the network path to store the roaming profiles.

Maintenance task

Configure the network path for the roaming profiles for users who log on to Remote Desktop Services (Terminal Services).

Frequency

As required

Owner

Operator

Manual

Automation

Configure using the Set path for TS Roaming profile Group Policy setting in Computer Configuration\Policies\Administrative Templates\Windows Components\Terminal Services\Terminal Server\Profiles.

Notes

See Profiles.

Configure folders to be synchronized when a user logs on or off.

Health attribute

Configuration

Health area

Offline Files

Health requirement

Specified files are synchronized when the user logs on or off. This configuration setting works in conjunction with Folder Redirection to help resolve issues with files that do not work well with Offline Files.

Maintenance task

Configure folders to be synchronized when a user logs on or off.

Frequency

As required

Owner

Operator

Manual

Automation

Configure using the Network directories to sync at Logon/Logoff time only Group Policy setting in User Configuration\Policies\Administrative Templates\System\User Profiles.

Configure subfolders to be available offline when the parent folder is offline.

Health attribute

Configuration

Health area

Offline Files

Health requirement

All the folders within a folder are available offline when you make the folder available offline.

Maintenance task

Configure subfolders to be available offline when the parent folder is offline.

Frequency

As required

Owner

Operator

Automation

Configure using the Subfolders always available offline Group Policy setting in Computer Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Configure the files and folders that are available when the files and folders are offline for all users on a computer.

Health attribute

Configuration

Health area

Offline Files

Health requirement

The specified files and folders are available offline for all users on a computer.

Maintenance task

Configure the files and folders that are available when the files and folders are offline for all users on a computer.

Frequency

As required

Owner

Operator

Automation

Configure using the Administratively assigned offline files Group Policy setting in Computer Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Configure the disk space limitation for offline files.

Health attribute

Configuration

Health area

Offline Files

Health requirement

Ensure that the disk space that offline files use stays within predefined limitations.

Maintenance task

Configure the disk space limitation for offline files.

Frequency

As required

Owner

Operator

Automation

Configure using the Limit disk space used by offline files Group Policy setting in Computer Configuration\Policies\Administrative Templates\Network\Offline Files.

Configure how a computer responds when it is disconnected from particular offline file servers for a specified set of computers.

Health attribute

Availability

Health area

Offline Files

Health requirement

The computer can or cannot work offline when disconnected from the specified offline file server, regardless of the user who is logged on.

Maintenance task

Configure how a computer responds when it is disconnected from particular offline files servers for a specified set of computers.

Frequency

As required

Owner

Operator

Automation

Configure using the Non-default server disconnect actions Group Policy setting in Computer Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Configure the percentage of available disk space that the Offline Files cache uses.

Health attribute

Configuration

Health area

Offline Files

Health requirement

The Offline Files cache consumes the specified percentage of the available disk space on the system drive.

Maintenance task

Configure the percentage of available disk space that the Offline Files cache can use.

Frequency

As required

Owner

Operator

Automation

Configure using the Default cache size Group Policy setting in Computer Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Enable the Offline Files feature.

Health attribute

Availability

Health area

Offline Files

Health requirement

The Offline Files feature is available for use.

Maintenance task

Enable the Offline Files feature.

Frequency

As required

Owner

Operator

Automation

Configure using the Allow or disallow use of the Offline Files feature Group Policy setting in Computer Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Enable encryption for the Offline Files cache.

Health attribute

Security

Health area

Offline Files

Health requirement

All files in the local Offline Files cache are encrypted.

Maintenance task

Enable encryption for the Offline Files cache.

Frequency

As required

Owner

Operator

Manual

Automation

Configure using the Encrypt the Offline Files cache Group Policy setting in Computer Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Configure the level of event logging for the Offline Files feature for a specific set of computers.

Health attribute

Configuration

Health area

Offline Files

Health requirement

The level of event logging for the Offline Files feature is configured to the appropriate level for troubleshooting and diagnostics.

Maintenance task

Configure the level of event logging for the Offline Files feature for a specific set of computers.

Frequency

As required

Owner

Operator

Manual

Automation

Configure using the Event logging level Group Policy setting in Computer Configuration\Policies\Administrative Templates\Network\Offline Files.

Configure the types of files that are not cached using the Offline Files feature.

Health attribute

Configuration

Health area

Offline Files

Health requirement

Only the appropriate files are cached using the Offline Files feature.

Maintenance task

Configure the types of files that are not cached using the Offline Files feature.

Frequency

As required

Owner

Operator

Automation

Configure using the Files not cached Group Policy setting in Computer Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Configure the action to be taken when a computer disconnects from the server hosting offline files for a specified set of computers.

Health attribute

Availability

Health area

Offline Files

Health requirement

The computer does or does not automatically start working offline when disconnected from the server hosting offline files.

Maintenance task

Configure the action to be taken when a computer disconnects from the server hosting offline files for a specified set of computers.

Frequency

As required

Owner

Operator

Manual

Automation

Configure using the Action on server disconnect Group Policy setting in Computer Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Disable the View Files button on the Offline Folders tab for a specific set of computers.

Title

Disable the View Files button on the Offline Folders tab for a specific set of computers.

Health attribute

Configuration

Health area

Offline Files

Health requirement

Users are unable to view or open local copies of the offline files that are on their local computer using the Offline Files folder.

Maintenance task

Disable the View Files button on the Offline Folders tab for a specific set of computers.

Frequency

As required

Owner

Operator

Automation

Configure using the Prevent use of Offline Files folder Group Policy setting in Computer Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Prevent users from enabling, disabling, or changing the configuration of the Offline Files feature for a specific set of computers.

Health attribute

Configuration

Health area

Offline Files

Health requirement

Users are unable to enable, disable, or change the configuration of the Offline Files feature.

Maintenance task

Prevent users from enabling, disabling, or changing the configuration of the Offline Files feature for a specific set of computers.

Frequency

As required

Owner

Operator

Automation

Configure using the Prohibit user configuration of Offline Files Group Policy setting in Computer Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Prevent users from making network files and folders available offline for a specific set of computers.

Health attribute

Configuration

Health area

Offline Files

Health requirement

Users are unable to make network files and folders available offline.

Maintenance task

Prevent users from making network files and folders available offline for a specific set of computers.

Frequency

As required

Owner

Operator

Manual

Automation

Configure using the Remove 'Make Available Offline' Group Policy setting in Computer Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Prevent specific files and folders being available offline for a specific set of computers.

Health attribute

Configuration

Health area

Offline Files

Health requirement

Specific files and folders cannot be made available offline.

Maintenance task

Prevent specific files and folders being available offline for a specific set of computers.

Frequency

As required

Owner

Operator

Manual

Automation

Configure using the Prohibit 'Make Available Offline' for these files and folders Group Policy setting in Computer Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Configure the display Offline Files reminder balloons for all users on a computer.

Title

Configure the display Offline Files reminder balloons for all users on a computer.

Health attribute

Configuration

Health area

Offline Files

Health requirement

The display Offline Files reminder balloons are or are not displayed for all users on a computer.

Maintenance task

Configure the display Offline Files reminder balloons for all users on a computer.

Frequency

As required

Owner

Operator

Manual

Automation

Configure using the Turn off reminder balloons Group Policy setting in Computer Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Configure the deletion of local copies of offline files when a user logs off.

Title

Configure the deletion of local copies of offline files when a user logs off.

Health attribute

Configuration

Health area

Offline Files

Health requirement

The locally cached copies of the offline files are or are not deleted when the user logs off.

Maintenance task

Configure the deletion of local copies of offline files when a user logs off.

Frequency

As required

Owner

Operator

Automation

Configure using the At logoff, delete local copy of user's offline files Group Policy setting in Computer Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Configure offline file synchronization to occur only for new files and folders or for all files and folders when a user logs on.

Health attribute

Configuration

Health area

Offline Files

Health requirement

Offline file synchronization performed at user logon is performed only for new files and folders or for all files and folders.

Maintenance task

Configure offline file synchronization to occur only for new files and folders or for all files and folders when a user logs on.

Frequency

As required

Owner

Operator

Automation

Configure using the Turn on economical application of administratively assigned Offline Files Group Policy setting in Computer Configuration\Policies\Administrative Templates\Network\Offline Files.

Configure how frequently Offline Files reminder balloon updates are displayed for a specific set of computers.

Health attribute

Configuration

Health area

Offline Files

Health requirement

The Offline Files reminder balloons are displayed at the specified frequency.

Maintenance task

Configure how frequently Offline Files reminder balloon updates are displayed for a specific set of computers.

Frequency

As required

Owner

Operator

Manual

Automation

Configure using the Reminder balloon frequency Group Policy setting in Computer Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

By default, the first reminder for an event is displayed for 30 seconds. Then, updates appear every 60 minutes and are displayed for 15 seconds. This setting allows you to change the duration of the update interval.

Configure the duration that the first Offline Files reminder balloon is displayed for a specific set of computers.

Health attribute

Configuration

Health area

Offline Files

Health requirement

The first Offline Files reminder balloon is displayed at the specified duration.

Maintenance task

Configure the duration that the first Offline Files reminder balloon is displayed for a specific set of computers.

Frequency

As required

Owner

Operator

Automation

Configure using the Initial reminder balloon lifetime Group Policy setting in Computer Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

By default, the first reminder for an event is displayed for 30 seconds. Then, updates appear every 60 minutes and are displayed for 15 seconds. This setting allows you to change the duration of the first reminder.

Configure the duration of the Offline Files reminder balloon for a specific set of computers.

Title

Configure the duration of the Offline Files reminder balloon for a specific set of computers.

Health attribute

Configuration

Health area

Offline Files

Health requirement

The Offline Files reminder balloon is updated and displayed for the specified duration.

Maintenance task

Configure the duration of the Offline Files reminder balloon for a specific set of computers.

Frequency

As required

Owner

Operator

Manual

Automation

Configure using the Reminder balloon lifetime Group Policy setting in Computer Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

By default, the first reminder for an event is displayed for 30 seconds. Then, updates appear every 60 minutes and are displayed for 15 seconds. This setting allows you to change the duration of the update reminder.

Configure the use of slow-link mode.

Title

Configure the use of slow-link mode.

Health attribute

Performance

Health area

Offline Files

Health requirement

When slow-link mode is used, requests for offline files are serviced from the local Offline Files cache until Offline Files is running in online mode. When online mode resumes, requests for offline files are serviced from the network location.

Maintenance task

Configure the use of slow-link mode.

Frequency

As required

Owner

Operator

Manual

Automation

Configure using the Configure slow-link mode Group Policy setting in Computer Configuration\Policies\Administrative Templates\Network\Offline Files.

Configure the network speed threshold value for slow-link mode.

Health attribute

Performance

Health area

Offline Files

Health requirement

If the network speed falls below the specified threshold value, then slow-link mode is enabled.

Maintenance task

Configure the network speed threshold value for slow- link mode.

Frequency

As required

Owner

Operator

Manual

Automation

Configure using the Configure Slow link mode Group Policy setting in Computer Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Configure the full synchronization of offline files when the user logs off for a specified set of computers.

Health attribute

Configuration

Health area

Offline Files

Health requirement

All the offline files are or are not synchronized when the user logs off.

Maintenance task

Configure the full synchronization of offline files when the user logs off for a specified set of computers.

Frequency

As required

Owner

Operator

Automation

Configure using the Synchronize all offline files before logging off Group Policy setting in Computer Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Configure the full synchronization of offline files when the user logs on for a specified set of computers.

Title

Configure the full synchronization of offline files when the user logs on for a specified set of computers.

Health attribute

Configuration

Health area

Offline Files

Health requirement

All the offline files are or are not synchronized when the user logs on.

Maintenance task

Configure the full synchronization of offline files when the user logs on for a specified set of computers.

Frequency

As required

Owner

Operator

Automation

Configure using the Synchronize all offline files when logging on Group Policy setting in Computer Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Configure the full synchronization of offline files before the computer enters suspended mode for a specified set of computers.

Health attribute

Configuration

Health area

Offline Files

Health requirement

All the offline files are or are not synchronized before the computer enters suspended mode.

Maintenance task

Configure the full synchronization of offline files before the computer enters suspended mode for a specified set of computers.

Frequency

As required

Owner

Operator

Manual

Automation

Configure using the Synchronize offline files before suspend Group Policy setting in Computer Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Configure the files and folders that are available when the files and folders are offline for specified users on any computer.

Health attribute

Configuration

Health area

Offline Files

Health requirement

The specified files and folders are available offline for specific users, regardless of which computer they use.

Maintenance task

Configure the files and folders that are available when the files and folders are offline for specified users on any computer.

Frequency

As required

Owner

Operator

Manual

Automation

Configure using the Administratively assigned offline files Group Policy setting in User Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Configure how a computer responds when it is disconnected from particular offline file servers for a specified set of users.

Title

Configure how a computer responds when it is disconnected from particular offline file servers for a specified set of users.

Health attribute

Availability

Health area

Offline Files

Health requirement

The computer can or cannot work offline when disconnected from the specified offline file server, regardless of which computer the user is logged on to.

Maintenance task

Configure how a computer responds when it is disconnected from particular offline file servers for a specified set of users.

Frequency

As required

Owner

Operator

Automation

Configure using the Non-default server disconnect actions Group Policy setting in User Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Configure the level of event logging for the Offline Files feature for a specific set of users.

Health attribute

Configuration

Health area

Offline Files

Health requirement

The level of event logging for the Offline Files feature is configured to the appropriate level for troubleshooting and diagnostics.

Maintenance task

Configure the level of event logging for the Offline Files feature for a specific set of users.

Frequency

As required

Owner

Operator

Automation

Configure using the Event logging level Group Policy setting in User Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Configure the action to be taken when a computer disconnects from the server hosting offline files for a specified set of users.

Title

Configure the action to be taken when a computer disconnects from the server hosting offline files for a specified set of users.

Health attribute

Availability

Health area

Offline Files

Health requirement

The computer does or does not automatically start working offline when disconnected from the server hosting offline files.

Maintenance task

Configure the action to be taken when a computer disconnects from the server hosting offline files for a specified set of users.

Frequency

As required

Owner

Operator

Automation

Configure using the Action on server disconnect Group Policy setting in User Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Disable the View Files button on the Offline Folders tab for a specific set of users.

Title

Disable the View Files button on the Offline Folders tab for a specific set of users.

Health attribute

Configuration

Health area

Offline Files

Health requirement

Users are unable to view or open local copies of the offline files that are on their local computers using the Offline Files folder.

Maintenance task

Disable the View Files button on the Offline Folders tab for a specific set of users.

Frequency

As required

Owner

Operator

Automation

Configure using the Prevent use of Offline Files folder Group Policy setting in User Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Prevent users from enabling, disabling, or changing the configuration of the Offline Files feature for a specific set of users.

Health attribute

Configuration

Health area

Offline Files

Health requirement

Users are unable to enable, disable, or change the configuration of the Offline Files feature.

Maintenance task

Prevent users from enabling, disabling, or changing the configuration of the Offline Files feature for a specific set of users.

Frequency

As required

Owner

Operator

Automation

Configure using the Prohibit user configuration of Offline Files Group Policy setting in User Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Prevent users from making network files and folders available offline for a specific set of users.

Title

Prevent users from making network files and folders available offline for a specific set of users.

Health attribute

Configuration

Health area

Offline Files

Health requirement

Users are unable to make network files and folders available offline.

Maintenance task

Prevent users from making network files and folders available offline for a specific set of users.

Frequency

As required

Owner

Operator

Automation

Configure using the Remove 'Make Available Offline' Group Policy setting in User Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Prevent specific files and folders being available offline for a specific set of users.

Title

Prevent specific files and folders being available offline for a specific set of users.

Health attribute

Configuration

Health area

Offline Files

Health requirement

Specific files and folders cannot be made available offline.

Maintenance task

Prevent specific files and folders being available offline for a specific set of users.

Frequency

As required

Owner

Operator

Automation

Configure using the Prohibit 'Make Available Offline' for these files and folders Group Policy setting in User Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Configure the display Offline Files reminder balloons for specified users on any computer.

Title

Configure the display Offline Files reminder balloons for specified users on any computer.

Health attribute

Configuration

Health area

Offline Files

Health requirement

The display Offline Files reminder balloons are or are not displayed for specified users on any computer.

Maintenance task

Configure the display Offline Files reminder balloons for specified users on any computer.

Frequency

As required

Owner

Operator

Automation

Configure using the Turn off reminder balloons Group Policy setting in User Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Configure how frequently Offline Files reminder balloon updates are displayed for a specific set of users.

Health attribute

Configuration

Health area

Offline Files

Health requirement

The Offline Files reminder balloons are displayed at the specified frequency.

Maintenance task

Configure how frequently Offline Files reminder balloon updates are displayed for a specific set of users.

Frequency

As required

Owner

Operator

Automation

Configure using the Reminder balloon frequency Group Policy setting in User Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

By default, the first reminder for an event is displayed for 30 seconds. Then, updates appear every 60 minutes and are displayed for 15 seconds. This setting allows you to change the duration of the update interval.

Configure the duration that the first Offline Files reminder balloon is displayed for a specific set of users.

Health attribute

Configuration

Health area

Offline Files

Health requirement

The first Offline Files reminder balloon is displayed for the specified duration.

Maintenance task

Configure the duration that the first Offline Files reminder balloon is displayed for a specific set of users.

Frequency

As required

Owner

Operator

Automation

Configure using the Initial reminder balloon lifetime Group Policy setting in User Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

By default, the first reminder for an event is displayed for 30 seconds. Then, updates appear every 60 minutes and are displayed for 15 seconds. This setting allows you to change the duration of the first reminder.

Configure the duration of the Offline Files reminder balloons for a specific set of users.

Health attribute

Configuration

Health area

Offline Files

Health requirement

The Offline Files reminder balloons are updated and displayed for the specified duration.

Maintenance task

Configure the duration of the Offline Files reminder balloons for a specific set of users.

Frequency

As required

Owner

Operator

Automation

Configure using the Reminder balloon lifetime Group Policy setting in User Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

By default, the first reminder for an event is displayed for 30 seconds. Then, updates appear every 60 minutes and are displayed for 15 seconds. This setting allows you to change the duration of the update reminder.

Configure the full synchronization of offline files when the user logs off for a specified set of users.

Health attribute

Configuration

Health area

Offline Files

Health requirement

All the offline files are or are not synchronized when the user logs off.

Maintenance task

Configure the full synchronization of offline files when the user logs off for a specified set of users.

Frequency

As required

Owner

Operator

Automation

Configure using the Synchronize all offline files before logging off Group Policy setting in User Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Configure the full synchronization of offline files when the user logs on for a specified set of users.

Health attribute

Configuration

Health area

Offline Files

Health requirement

All the offline files are or are not synchronized when the user logs on.

Maintenance task

Configure the full synchronization of offline files when the user logs on for a specified set of users.

Frequency

As required

Owner

Operator

Automation

Configure using the Synchronize all offline files when logging on Group Policy setting in User Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Configure the full synchronization of offline files before the computer enters suspended mode for a specified set of users.

Health attribute

Configuration

Health area

Offline Files

Health requirement

All the offline files are or are not synchronized before the computer enters suspended mode.

Maintenance task

Configure the full synchronization of offline files before the computer enters suspended mode for a specified set of users.

Frequency

As required

Owner

Operator

Manual

Automation

Configure using the Synchronize offline files before suspend Group Policy setting in User Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See Configuring Group Policy for Offline Files.

Enable background synchronization of offline files.

Health attribute

Performance

Health area

Offline Files

Health requirement

Files in the Offline Files cache are synchronized as a background process.

Maintenance task

Enable background synchronization of offline files.

Frequency

As required

Owner

Operator

Manual

Automation

Configure using the Configure Background Sync Group Policy setting in Computer Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See What's New in Offline Files.

Enable transparent caching of files that are not explicitly made available offline using Offline Files.

Health attribute

Performance

Health area

Offline Files

Health requirement

Provide local caching of files that are not explicitly made available offline using Offline Files.

Maintenance task

Enable transparent caching of files that are not explicitly made available offline using Offline Files.

Frequency

As required

Owner

Operator

Manual

Automation

Configure using the Enable transparent caching Group Policy setting in Computer Configuration\Policies\Administrative Templates\Network\Offline Files.

Notes

See What's New in Offline Files.

Show or hide Analytic and Debug logs for offline files.

Health attribute

Configuration

Health area

Offline Files

Health requirement

The Analytic and Debug logs are visible or hidden for offline files.

Maintenance task

Show or hide Analytic and Debug logs for offline files.

Frequency

As required

Owner

Operator

Manual

Automation

Show or hide Analytic and Debug logs for offline files using Event Viewer.

Notes

See the section "How to turn on advance logging" in How to enable Event logging for Offline Files (Client Side Caching) in Windows Vista.

Health Risks

ID

Description

Probability

Impact

Exposure (1–5)

Mitigation strategy

Risk owner

(1–100%)

(1–5)

1

Total failure of a file server that hosts network shared folders that are targets for Folder Redirection.

10%

5

5

Configure two or more file servers in a failover cluster, and improve the availability of the supporting network infrastructure and services. Verify the health of the file server using automated methods such as Windows PowerShell scripts or Windows Server Operating System Management Pack for Operations Manager 2007.

2

Total failure of a file server that hosts network shared folders that are targets for Roaming Profiles.

10%

5

5

Configure two or more file servers in a failover cluster, and improve the availability of the supporting network infrastructure and services. Verify the health of the file server using automated methods such as Windows PowerShell scripts or Windows Server Operating System Management Pack for Operations Manager 2007.

3

Total failure of a file server that hosts network shared folders that are targets for Offline Files.

10%

5

5

Configure two or more file servers in a failover cluster, and improve the availability of the supporting network infrastructure and services. Verify the health of the file server using automated methods such as Windows PowerShell scripts or Windows Server Operating System Management Pack for Operations Manager 2007.

4

The length of time for user logon or logoff is slow as a result of performance problems with the file server that hosts network shared folders that are targets for Folder Redirection.

40%

3

2

Verify that the system resources of the file server are adequate and that the network infrastructure has no bottlenecks. Verify the resources and utilization using automated methods such as Windows PowerShell scripts or unit monitors in a custom management pack in Microsoft System Center Operations Manager.

5

The length of time for user logon or logoff is slow as a result of performance problems with the file server that hosts network shared folders that are targets for Roaming Profiles.

40%

3

2

Verify that the system resources of the file server are adequate and that the network infrastructure has no bottlenecks. Verify the resources and utilization using automated methods such as Windows PowerShell scripts or unit monitors in a custom management pack in Microsoft System Center Operations Manager.

6

The length of time for user logon or logoff is slow as a result of performance problems with file synchronization between the client and the file server that hosts network shared folders that are targets for Offline Files.

70%

3

2

Verify that the system resources of the file server are adequate and that the network infrastructure has no bottlenecks. Verify the resources and utilization using automated methods such as Windows PowerShell scripts or unit monitors in a custom management pack in System Center Operations Manager.

7

The file server that hosts the network shared folder to which folders are redirected has insufficient storage.

40%

3

2

Verify that the file server has sufficient available free disk space. Verify the available storage using automated methods such as Windows PowerShell scripts or unit monitors in a custom management pack in Microsoft System Center Operations Manager or using the Asset Inventory feature in Microsoft System Center Configuration Manager.

8

The user does not have appropriate permission to a folder in which his or her roaming profile is stored or to the fully qualified path to that folder.

40%

3

2

Verify that the appropriate permissions are applied to the folder in which the roaming profile is stored and to the fully qualified path to that folder. Verify the permissions using automated methods such as Windows PowerShell scripts or unit monitors in a custom management pack in Microsoft System Center Operations Manager or using the Desired Configuration Management (DCM) feature in Microsoft System Center Configuration Manager.

9

The client computer has insufficient space for storing offline files.

70%

3

2

Verify that the client computer has sufficient storage for the files that are targeted for offline files. Verify the available storage using automated methods such as Windows PowerShell scripts or unit monitors in a custom management pack in Microsoft System Center Operations Manager or using the Asset Inventory feature in Microsoft System Center Configuration Manager.

Standard Changes

Proposed standard change

Category verified?

Approved by

Date for change development complete

Date for change release

Configure the appropriate permissions on a user profile before copying the profile to another user.

Configure the Folder Redirection location of the folders in a user profile.

Enable Folder Redirection logging.

Configure Offline Files settings to work with Folder Redirection.

Configure limits on the disk space that redirected folders use.

Configure appropriate NTFS file system permissions on the shared folder used as a target in Roaming Profiles.

Configure administrative access to roaming profiles.

Configure the length of time to retain dormant user profiles.

Configure checking of user ownership of roaming profile folders.

Configure deletion of cached copies of roaming profiles stored on local computers.

Configure forceful unloading of the user registry when user logs off.

Configure detection of slow network connections when loading roaming profiles.

Configure user notification when a slow network connection is detected.

Configure retention of Windows Installer and Group Policy Software Installation data.

Configure use of local user profiles only.

Create roaming profiles.

Configure the length of time the computer will wait for a user response before using a default value.

Configure the use of temporary profiles when users are unable to load their user profiles.

Configure the maximum number of times Windows attempts to unload and update the user profile before the system stops trying to perform the update.

Configure persistence of changes to a roaming profile from a specific computer.

Configure the computer to wait for loading of the roaming profile, regardless of connection speed.

Configure the threshold for determining whether a connection for loading roaming profiles is considered slow.

Configure the maximum wait time for the network if the user has a roaming profile or remote home folder.

Configure folders to be excluded in roaming profiles.

Configure the user profile size limit.

Configure a computer to always wait for the network to start at computer startup and logon.

Configure the use of mandatory profiles for users who log on to Remote Desktop Services (Terminal Services).

Configure the network path for the roaming profiles for users who log on to Remote Desktop Services (Terminal Services).

Configure folders to be synchronized when a user logs on or off.

Configure subfolders to be available offline when the parent folder is offline.

Configure the files and folders that are available when the files and folders are offline for all users on a computer.

Configure the disk space limitation for offline files.

Configure how a computer responds when it is disconnected from particular offline file servers for a specified set of computers.

Configure the percentage of available disk space that the Offline Files cache uses.

Enable the Offline Files feature.

Enable encryption for the Offline Files cache.

Configure the level of event logging for the Offline Files feature for a specific set of computers.

Configure the types of files that are not cached using the Offline Files feature.

Configure the action to be taken when a computer disconnects from the server hosting offline files for a specified set of computers.

Disable the View Files button on the Offline Folders tab for a specific set of computers.

Prevent users from enabling, disabling, or changing the configuration of the Offline Files feature for a specific set of computers.

Prevent users from making network files and folders available offline for a specific set of computers.

Prevent specific files and folders being available offline for a specific set of computers.

Configure the display Offline Files reminder balloons for all users on a computer.

Configure the deletion of local copies of offline files when a user logs off.

Configure offline file synchronization to occur only for new files and folders or for all files and folders when a user logs on.

Configure how frequently Offline Files reminder balloon updates are displayed for a specific set of computers.

Configure the duration that the first Offline Files reminder balloon is displayed for a specific set of computers.

Configure the duration of the Offline Files reminder balloon for a specific set of computers.

Configure the use of slow-link mode.

Configure the network speed threshold value for slow-link mode.

Configure the full synchronization of offline files when the user logs off for a specified set of computers.

Configure the full synchronization of offline files when the user logs on for a specified set of computers.

Configure the full synchronization of offline files before the computer enters suspended mode for a specified set of computers.

Configure the files and folders that are available when the files and folders are offline for specified users on any computer.

Configure how a computer responds when it is disconnected from particular offline file servers for a specified set of users.

Configure the level of event logging for the Offline Files feature for a specific set of users.

Configure the action to be taken when a computer disconnects from the server hosting offline files for a specified set of users.

Disable the View Files button on the Offline Folders tab for a specific set of users.

Prevent users from enabling, disabling, or changing the configuration of the Offline Files feature for a specific set of users.

Prevent users from making network files and folders available offline for a specific set of users.

Prevent specific files and folders being available offline for a specific set of users.

Configure the display Offline Files reminder balloons for specified users on any computer.

Configure how frequently Offline Files reminder balloon updates are displayed for a specific set of users.

Configure the duration that the first Offline Files reminder balloon is displayed for a specific set of users.

Configure the duration of the Offline Files reminder balloon for a specific set of users.

Configure the full synchronization of offline files when the user logs off for a specified set of users.

Configure the full synchronization of offline files when the user logs on for a specified set of users.

Configure the full synchronization of offline files before the computer enters suspended mode for a specified set of users.

Enable background synchronization of offline files.

Enable transparent caching of files that are not explicitly made available offline using Offline Files.

Show or hide Analytic and Debug logs for offline files.

Acknowledgments

The Microsoft Operations Framework team acknowledges and thanks the people who produced Reliability Workbook for User State Virtualization. The following people were either directly responsible for or made a substantial contribution to the writing and development of this guide.