---
title: "Install and Configure File IQ on Nutanix"
slug: "file-iq-installation-for-nutanix"
updated: 2026-05-04T17:34:14Z
published: 2026-05-04T17:34:14Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nasuni.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Install and Configure File IQ on Nutanix

This guide is intended for the IT administrator or person responsible for installing the File IQ Appliance.

## Overview and Requirements

This section provides general information about the File IQ Appliance, as well as its technical specifications.

## What File IQ Does

The File IQ feature is designed to provide insights and analytics on your file data usage patterns. File IQ enables you to quickly take advantage of several important capabilities, including:

- **File Usage Analytics:** Track usage and collaboration patterns across users, departments, file types, volumes, and more. Gain visibility to optimize storage, plan capacity, and facilitate capacity-based chargeback.
- **Health Monitoring:** Monitor system component metrics to proactively identify resource contention and capacity limits so administrators can take preventative measures.
- **Forensic Capabilities:** Perform historical analysis of file, user, or application activity when troubleshooting issues or investigating information security events.
- **Automated Reporting:** Leverage prebuilt reports and dashboards that deliver actionable intelligence to technical and business users and support chargeback reporting.

## Key Terms and Components

The following terms are helpful for understanding the File IQ Appliance:

- **Cache**: The local storage of the File IQ Appliance. All volume metadata accessed regularly is kept locally in the File IQ Appliance cache. If the requested metadata is not locally resident, it is staged into the cache and provided for the request.
- **Cloud storage**: Internet-based, highly protected, unlimited storage.
- **Event Hubs:**A cloud-native data streaming service used to forward events between components of the File IQ Solution.
- **Grafana:**Grafana is a multi-platform open-source analytics and interactive visualization web application. It provides charts, graphs, and alerts for the web when connected to supported data sources.
- **Nasuni Edge Appliance (NEA)**: The virtual or physical Nasuni appliance that integrates with your infrastructure via CIFS (SMB), NFS, FTP/SFTP, or HTTPS/REST protocols. The Nasuni Edge Appliance can be mapped as a network drive.
- **Nasuni Edge Appliance user interface**: The Web-based graphical user interface with which you configure and manage the Nasuni Edge Appliance. The Nasuni Edge Appliance user interface is accessible with supported Web browsers, including Mozilla Firefox, Microsoft Edge, Apple Safari, and Google Chrome.
- **File IQ:**The File IQ Appliance contains the database, Grafana server, event processing, and volume scanning capabilities that the File IQ Solution uses to give insight into Nasuni Edge Appliance and Volume usage across your Nasuni deployments.
- **Nasuni Management Console****(NMC)**: The Web-accessible appliance with which you can configure and manage multiple Nasuni Edge Appliances. The Nasuni Management Console is accessible with supported Web browsers, including Mozilla Firefox, Microsoft Edge, Apple Safari, and Google Chrome.
- **Nasuni Orchestration Center (NOC)**: Nasuni’s zero-maintenance control path built on elastic, multi-region cloud services that enables file data to be shared across locations at any scale and without version conflict. The NOC, also referred to as the Nasuni Account Dashboard, provides you with access to File IQ Serial Numbers, which are used to install File IQ.
- **File IQ Dashboard:** A custom dashboard deployed within the File IQ Appliance-hosted Grafana to display information gathered by the File System Metadata Service (FSMS) and the File System Event Processor (FSEP).
- **File IQ Service:** The File IQ Service collects audit events on the NEA and forwards them to the File IQ Appliance via the Azure EventHub.

> ***Note****: The audit events collected by the File IQ Service are independent of the standard auditing feature enabled on the NEAs.*
- **Share/export**: An access point to a folder on a volume that can be shared or exported on your network. Access to a CIFS (SMB) share can be customized on a user-level or group-level basis. You can create many shares or exports on a volume for different purposes or audiences.
- **Volume**: A set of files and directories (CIFS (SMB), NFS, and FTP/SFTP).

## File IQ Solution Specifications

This section contains specifications for configuring the File IQ Appliance.

### Supported Web Browsers

The File IQ Appliance supports the following Web browsers:

| **Browser** | **Version** |
| --- | --- |
| Mozilla Firefox | Latest |
| Google Chrome | Latest |
| Apple Safari | Latest |
| Microsoft Edge | Latest |

### Virtual Machine Requirements

For virtual machine requirements on an already deployed File IQ appliance running version 10.0 and below, proceed directly to [Verifying Size Requirements](/v1/docs/nasuni-file-iq-sizing-tool-and-instructions).

The File IQ Appliance must meet minimum specifications starting from the 10.1 release. Each installation of the File IQ Appliance should adhere to these specifications and follow the actions required for specific sizing, as outlined in the following scenarios:

#### New Installation of File IQ versions 10.3 or newer

1. Install the File IQ Appliance using the minimum specification.
2. Connect the volumes until all volumes are processed at least once.
3. Connect Nasuni Edge Appliances (NEAs) to the File IQ using the [Nasuni Portal](http://portal.nasuni.com).
4. Wait for 7 calendar days of NEA activity to occur within the organization.
5. Run the Sizing UI at [https://FILE-IQ-FQDN:8443/niq/sizing](https://FILE-IQ-FQDN:8443/niq/sizing) to validate the correct size.

If necessary, make any recommended sizing adjustments to the Virtual Machine.

#### New Installation of File IQ version 10.2.x or earlier

1. Install the File IQ Appliance using the minimum specification.
2. Connect the volumes until all volumes are processed at least once.
3. Use the data available at [https://FILE-IQ-FQDN:8443/niq/retention_configuration](https://FILE-IQ-FQDN:8443/niq/retention_configuration)[,](https://FILE-IQ-FQDN:8443/niq/retention_configuration) along with the [Sizing Spreadsheet,](/v1/docs/nasuni-file-iq-sizing-tool-and-instructions) to validate the correct size.

If necessary, make any recommended sizing adjustments to the Virtual Machine.
4. Connect Nasuni Edge Appliances (NEAs) to the File IQ using the [Nasuni Portal](http://portal.nasuni.com).
5. Wait for 7 calendar days of NEA activity to occur within the organization.
6. Check the data available again at [https://FILE-IQ-FQDN:8443/niq/retention_configuration,](https://FILE-IQ-FQDN:8443/niq/retention_configuration) along with the [Sizing Spreadsheet,](/v1/docs/nasuni-file-iq-sizing-tool-and-instructions) to validate the correct size.

If necessary, make any recommended sizing adjustments to the Virtual Machine.

#### Upgrade an Existing Installation of File IQ to Version 10.3 or newer

Upgrading to File IQ 10.3 or newer from versions before 10.3 requires a minimum amount of free disk space to perform a one-time database optimization at the beginning of the upgrade sequence.

1. Check that your current installation of File IQ has enough free disk space, as described on the [10.3 Upgrade File IQ Database Optimization](/v1/docs/103-upgrade-file-iq-database-optimization) page.
2. Once your upgrade to 10.3 or newer has completed, run the Sizing UI at [https://FILE-IQ-FQDN:8443/niq/sizing](https://FILE-IQ-FQDN:8443/niq/sizing) to validate your current sizing.
3. Wait for 7 calendar days of NEA activity to occur within the organization.
4. Run the Sizing UI again to validate the correct size based on usage observed since the upgrade.

If necessary, make any recommended sizing adjustments to the Virtual Machine.

#### Upgrade an Existing Installation of File IQ to Version 10.2 or earlier

1. Use the data available at [https://FILE-IQ-FQDN:8443/niq/retention_configuration](https://FILE-IQ-FQDN:8443/niq/retention_configuration)[,](https://FILE-IQ-FQDN:8443/niq/retention_configuration) along with the [Sizing Spreadsheet,](/v1/docs/nasuni-file-iq-sizing-tool-and-instructions) to validate the correct size.

If necessary, make any recommended sizing adjustments to the Virtual Machine before performing the upgrade.
2. Upgrade to File IQ version 10.2 (or an earlier version).
3. Wait for 7 calendar days of NEA activity to occur within the organization.
4. Check the available data again at [https://FILE-IQ-FQDN:8443/niq/retention_configuration,](https://FILE-IQ-FQDN:8443/niq/retention_configuration) along with the [Sizing Spreadsheet,](/v1/docs/nasuni-file-iq-sizing-tool-and-instructions) to validate the correct size.

If necessary, make any recommended sizing adjustments to the Virtual Machine.

#### Verifying Size Requirements

The NMC has a health check for File IQ that indicates whether sizing needs to be adjusted as a result of any of the previous steps, regardless of whether the license is Basic or Premium.

To determine the right virtual machine requirements for the **Basic** license, follow these steps for versions of File IQ prior to 10.1.3:

1. Open the [Sizing Spreadsheet](/v1/docs/nasuni-file-iq-sizing-tool-and-instructions).
2. Navigate to the [**File IQ Events**](/v1/docs/file-iq-dashboards#events-dashboard)****dashboard.
3. Use the information from the **Edge Appliance Activity** panel to fill in the [Sizing Spreadsheet](/v1/docs/nasuni-file-iq-sizing-tool-and-instructions#file-iq-version-102-and-earlier-sizing-spreadsheet) fields.
4. Navigate to the **Volumes Summary** dashboard and use the **Volume Summary** panel to fill in the [Sizing Spreadsheet](/v1/docs/nasuni-file-iq-sizing-tool-and-instructions#file-iq-version-102-and-earlier-sizing-spreadsheet) fields.

The [Sizing Spreadsheet](/v1/docs/nasuni-file-iq-sizing-tool-and-instructions#file-iq-version-102-and-earlier-sizing-spreadsheet) displays your minimum sizing requirements.

> ***Note****: If you need Sizing Spreadsheet assistance, contact your Nasuni Account Manager.*

Otherwise, use the data available at [https://FILE-IQ-FQDN:8443/niq/retention_configuration](https://192.168.40.138:8443/niq/retention_configuration)[,](https://192.168.40.138:8443/niq/retention_configuration) along with the [Sizing Spreadsheet,](/v1/docs/nasuni-file-iq-sizing-tool-and-instructions) to determine the appropriate virtual machine requirements for your organization.

#### Minimum Specifications

The minimum specifications for the File IQ Appliance are as follows:

| Item | Size | Notes |
| --- | --- | --- |
| vCPUs | 16 | - |
| Memory | 32 GiB | - |
| Nasuni Cache Disk | 569 GB | MB/s 150 ; IOPS 2,300 |
| Nasuni COW Disk | 64 GB | MB/s 150 ; IOPS 2,300 |
| File IQ DB Disk | 1.1 TB | MB/s 150 ; IOPS 5,000 |
| VM Size | **AWS**: c5a.4xlarge **Azure**: D16ls_v5 **GCP**: n2d custom | - |

# Deploy File IQ in Nutanix

This chapter explains how to install the File IQ Solution on the Nutanix platform.

> [!CAUTION]
> ***Warning: DO NOT attempt to restore from a virtual machine snapshot or backup. Attempting to restore from a virtual machine snapshot or backup puts the IQ Appliance in an unknown state in relation to the Nasuni Orchestration Center (NOC) and requires a recovery process. This might result in data loss.***

> [!WARNING]
> ***Important****: File IQ Appliances must be configured with operational DNS servers and a time server (internal or external) within your environment. The File IQ Appliance is configured with a default time server time.nasuni.com. If you need to use a different time server, the procedure to change the default time server is documented in the Nasuni Edge Appliance Time Configuration section of the*[*Nasuni Edge Administration guide*](https://docs.nasuni.com/docs/nasuni-edge-administration)*.*

> [!WARNING]
> ***Important****: When using virtual machine IQ Appliances, Nasuni recommends running under a hypervisor supported by its vendor. If a customer runs an IQ Appliance on an unsupported hypervisor version, a warning is logged at boot time.*

> ***Tip:****This document is about deploying virtual machines. It does not cover configuring a storage account for use with Nasuni volumes.*

> ***Note****: Nasuni supports Nutanix AHV (Acropolis Hypervisor) versions 5.15.x, 5.16.x, 6.5.x, 6.6.x, 6.7.x.*

> ***Tip****: Check out the*[*File IQ Installation and Configuration*](https://nasuni-customer-academy.workramp.io/register)*videos for a general reference on the File IQ installation process. Your specific hypervisor installation includes unique steps not included in this video reference series.*

## Day 1 File IQ Installation Checklist

To complete a day 1 File IQ installation, follow this checklist:

| **Step** | **Action** |
| --- | --- |
| 1 | Complete [**1. Prerequisites**](/v1/docs/file-iq-installation-for-nutanix#1-prerequisites) section in this document. Your account manager can assist you with this item. |
| 2 | Complete [**2. Installing the File IQ Appliance**](/v1/docs/file-iq-installation-for-nutanix#2-installing-the-file-iq-appliance)****section in this document. |
| 3 | Complete [**3. Running the File IQ Appliance First Boot Wizard**](/v1/docs/file-iq-installation-for-nutanix#3-running-the-file-iq-appliance-first-boot-wizard)****section in this document. |
| 4 | Complete the [**4a. Set the Escrow Passphrase**](/v1/docs/file-iq-installation-for-nutanix#4a-set-the-escrow-passphrase-for-the-file-iq-appliance-100) for the File IQ Appliance section in this document. For File IQ Appliances on 10.0 and below, always complete the [**4b. Add the File IQDB to the File IQ Appliance**](/v1/docs/file-iq-installation-for-nutanix#4b-add-the-file-iqdb-disk-to-the-file-iq-appliance) section in this document. |
| 5 | Complete [**5. Connect the Nasuni Volumes to the File IQ Appliance**](/v1/docs/file-iq-installation-for-nutanix#5-connect-the-nasuni-volumes-to-the-file-iq-appliance)****section in this document. |
| 6 | Complete [**6. Disabling Quality of Service for the File IQ Appliance**](/v1/docs/file-iq-installation-for-nutanix#6-disabling-quality-of-service-qos-for-the-file-iq-appliance)****section in this document. |
| 7 | Complete [**7. Enabling the File IQ and Configure File IQ Service**](/v1/docs/file-iq-installation-for-nutanix#7enabling-the-file-iq-appliance-and-configuring-file-iq-service) section in this document. |
| 8 | Complete [**8. Accessing the File IQ Dashboards**](/v1/docs/file-iq-installation-for-nutanix#8-accessing-the-file-iq-dashboards)****section in this document. |
| 9 | For more information, see the following resources: - [Appendix A: Firewall Configuration](/v1/docs/file-iq-installation-for-nutanix#appendix-a-firewall-configuration) - [Appendix B: Controlling the Nutanix VM](/v1/docs/file-iq-installation-for-nutanix#appendix-b-controlling-the-nutanix-vm) - [Starting the Nutanix VM](/v1/docs/file-iq-installation-for-nutanix#starting-the-nutanix-vm) - [Status of the Nutanix VM](/v1/docs/file-iq-installation-for-nutanix#status-of-the-nutanix-vm) - [Shutting Down the Nutanix VM](/v1/docs/file-iq-installation-for-nutanix#shutting-down-the-nutanix-vm) - [Appendix C: Resizing the cache and File IQ DB disks](/v1/docs/file-iq-installation-for-nutanix#appendix-c-resizing-the-cache-and-file-iq-db-disks) - [Appendix D: Uninstalling the Nutanix VM](/v1/docs/file-iq-installation-for-nutanix#appendix-d-uninstalling-the-nutanix-vm) - [Uninstalling the File IQ Appliance](/v1/docs/file-iq-installation-for-nutanix#uninstalling-the-file-iq-appliance) |

## 1. Prerequisites

The following items should be readily available to help you navigate the File IQ installation and setup process. It is recommended that you complete these requirements before starting or have a way to fulfill them during the installation process.

| **Item** | **Description** |
| --- | --- |
| Contact Nasuni | Contact your Account Manager to enable the File IQ license and configure your account for the File IQ Appliance. |
| Virtual Machine Requirements | Process the Virtual Machine Requirements section above to ensure you have the necessary sizing information before proceeding to installation or upgrade. The main information used for the Virtual Machine requirements are the following: 1. File IQ Cache Disk - Size - IOPS - Throughput (MB/s) 2. File IQ DB disk size - Size - IOPS - Throughput (MB/s) 3. Nutanix VM size 4. Nutanix VM memory 5. Nutanix VM number of CPU Cores > [!WARNING] > ***Important****: File IQ does not support disk striping on the Cache or File IQ DB disks.* |
| Nutanix Login | Authentication and Authorization to Nutanix to create the File IQ Virtual Machine. |
| Nutanix VM Host Affinity | (Optional) Any Nutanix VM host(s) onto which you want to pin the File IQ Appliance |
| Nutanix Storage Container | The Storage Container(s) you want to use to deploy the File IQ Virtual Machine. |
| Nutanix Network Adapter (NIC) | The Network Adapter that you want to use to deploy the File IQ Virtual Machine. This guide does not cover how to create a Nutanix Network Adapter. |
| NMC Login | Authentication and Authorization to your organization’s Nasuni Management Console to configure the File IQ for your environment. |
| Nasuni Portal Login | Authentication and authorization to your organization’s [Nasuni Portal](http://portal.nasuni.com/) account to retrieve your File IQ Serial Number and Authorization Code, and to configure the File IQ. |
| Volume(s) List | Use at least one volume when setting up File IQ. > ***Note****: Some customers might not use this feature and do not require this item for setup*. |
| NEA(s) List | You need at least one Nasuni Edge Appliance to configure sending activity to the File IQ virtual machine. Ideally, pick an NEA from which you can mount volumes to generate traffic and see it in the File IQ dashboards. The NEA must be running version 9.14.3 or later. > ***Note****:**Some customers might not use this feature and do not require this item for setup*. |
| File IQ Serial Number and Authorization Code | **From the Nasuni Portal** To locate the File IQ Appliance Serial Number from the [Nasuni Portal](http://portal.nasuni.com/), navigate to **Setup > Serial Numbers > File IQ**. It is paired with an associated Authorization Code (Auth Code). The configuration of the File IQ Appliance and NEAs for File IQ can be found by navigating to **Appliance Services > File IQ Configuration**. If the File IQ Config menu or File IQ Serial Numbers are unavailable, contact your Nasuni Account Manager to confirm that the File IQ License is correctly configured for your account. > ***Note****: To enable a single sign-on user to access the File IQ Config menu, refer to the*[*Portal documentation*](https://docs.nasuni.com/docs/nasuni-portal-user-guide#custom-roles)*.* |
| File IQ Username and Password | The first boot setup of the File IQ Appliance requires a new username and password. These values are specific to the File IQ Appliance only. |
| File IQ Hostname | When you go through the first boot wizard for the File IQ Appliance, you must provide a hostname for the machine. > ***Note****: Host names longer than 15 characters cannot be added to Active Directory services*. |
| File IQ Network Details | When going through the first boot wizard for the File IQ Appliance, provide the virtual machine's network details. |
| Grafana Password | The default password for the Grafana viewer account must be changed upon first use. Nasuni recommends having a new password ready that aligns with your corporate processes and procedures. |
| Active Directory Credentials | The File IQ Appliance must connect to the same Active Directory domains as the NEAs and volumes configured on it. The following information might be necessary: - Active Directory domain name. - Active Directory Primary Domain Controller (PDC) IP address. - Active Directory Administrator Account username and password. |
| NEA Firewall Requirements | The Nasuni Edge Appliance requires access to the Azure Event Hub when you enable File IQ. All network ports and access requirements for the File IQ Service on the NEA are documented in the [Firewall and Port Requirements](/v1/docs/firewall-and-port-requirements) in the Nasuni Edge Appliance section. Before enabling the File IQ on the NEA, complete the NEA Firewall Requirements for File IQ Service. |
| File IQ Firewall Requirements | When you enable File IQ, the Nasuni Edge Appliance requires access to the Azure Event Hub. The File IQ Appliance section of the [Firewall and Port Requirements](/v1/docs/firewall-and-port-requirements) documents all network ports and access requirements for the File IQ Service on the NEA. Before you activate File IQ on the File IQ Appliance, complete the File IQ Firewall Requirements for File IQ. |
| Proxy Server Details | When configuring a proxy to access HTTPS resources on the Internet, proxy server details can be configured during the First Boot Wizard for the File IQ Appliance. > ***Note****: Connectivity to Azure Event Hubs cannot be proxied; direct connectivity to Azure services is required. For more information, see the following*[**1. Prerequisites**](/v1/docs/file-iq-installation-for-nutanix#1-prerequisites)*items: NEA Firewall Requirements and File IQ Firewall Requirements.* |

## 2. Installing the File IQ Appliance

To complete the installation of the File IQ Appliance, follow these steps:

1. Download the File IQ Appliance software.
2. Install the File IQ Appliance using the Prism Web Console.

### Download the File IQ Appliance Software

The File IQ Appliance can run as a virtual appliance on your network and is distributed as a downloadable image. To access the download page, register for a user account and password on the Nasuni website.

To download the File IQ Appliance software from the Nasuni website:

1. Log in to your [Portal account](https://portal.nasuni.com/) and on the **Overview** tab, click **Downloads**.
2. In the File IQ area, select the appropriate format for your virtual environment.

If installing version 10.0.7 or earlier, click Nutanix. If installing a version after 10.0.7, click Universal Multi-Platform Compatible.
3. From the drop-down list, select an available release for File IQ.
4. Save the File IQ Appliance software file to a location on your local drive.

> ***Note:****The time required to download the File IQ Appliance software file depends on your internet connection.*

### Install the File IQ Appliance using the Nutanix Prism Web Console

Install the File IQ Appliance in Nutanix using the Nutanix Prism Web Console.

The Nutanix Prism Web Console uses the Nutanix virtual appliance format to install the File IQ Appliance.

For more information, see:

- [The Nutanix Bible: Book of AHV](https://www.nutanix.com/go/ahv-best-practices-guide.php).
- [Nutanix Best Practices](https://go.nutanix.com/rs/031-GVQ-112/images/acropolis-hypervisor-best-practices-guide.pdf).

> [!WARNING]
> ***Important****: File IQ Appliances and the NMC must be configured with operational DNS servers and a time server (internal or external) within your environment.*

> [!WARNING]
> ***Important****: To access Active Directory-enabled volumes, the File IQ Appliance must access the same Active Directory domains as the other Nasuni Edge Appliances connected to the volume. This requires access to the Active Directory Domain Controller or the necessary network connectivity.*

> ***Note****: Nasuni supports**UEFI virtual machines.*

> [!WARNING]
> ***Important:****The following process has been tested with Nutanix Version 2020.09.16 - NCC Version: 3.10.0.6 - LCM Version: 2.1.6835.*

***Creating a Nutanix Virtual Machine Image***

> [!CAUTION]
> ***Caution: By default, each Nutanix storage container has access to all the unused storage in the storage pool.***

Therefore, if a storage pool has multiple storage containers, one container might consume all remaining space, leaving the other containers with no available space.

Enable Nutanix capacity reservation to ensure that there is space for storage containers provisioned for Nasuni. Capacity reservation allows you to guarantee that a storage container has a minimum amount of storage reserved that is unavailable to other storage containers.

For more information, see [Capacity Reservation Best Practices](https://portal.nutanix.com/page/documents/details?targetId=Web-Console-Guide-Prism-v6_1:sto-capacity-reservation-best-practices-c.html).

To create a Nutanix virtual machine image using the Prism Web Console:

1. Navigate to the top menu bar and click **Home**. A list of options displays.
2. From the options list, select **Settings**.
3. From the left menu bar, select **Image** **Configuration**. The **Image** **Configuration** window appears.
4. To upload an image file to the cluster, click **Upload** **Image**. The **Create** **Image** window appears.
5. Enter the following information:
  - **Name**: a name for the image.
  - **Annotation** (optional): a description for the image.
  - **Image** **Type**: From the drop-down menu, select the **Disk** image type. **ISO** is not a valid option.
  - **Storage Container**: Select the storage container from the drop-down menu. The list includes all containers created for this cluster. You can also select the default container.
  - **Image** **Source**: select one of the following:
    - **From** **URL**: to import the image from the Internet. Enter the appropriate URL address.
    - **Upload** **a** **file**: To upload an image file from your workstation, click **Choose** **File**, then navigate to the file to upload.
6. Confirm all fields are correct, and click **Save**.

The fields become disabled in the **Create Image** window, and the **Save** button changes the text to **Saving …**

After the image saving is complete, the **Create Image** window closes, and the **Image Configuration**window reappears with the new image appearing in the list.

> [!WARNING]
> ***Important****: The file might take some time to upload. A percentage indicator is displayed at the top left of the screen to show the progress.*
7. Click the pencil icon for that image to update the image information. The **Update** **Image** window appears. Update the fields as desired and click **Save**.
8. To delete an image file from the store, click **X** for that image.

The image file is deleted, and that entry disappears from the list.

***Creating a Nutanix Virtual Machine (VM)***

To install the File IQ Appliance into Nutanix using the Prism Web Console:

1. From the **Explore** drop-down menu at the upper left, the **Entities** list appears. Select **VM**. The **VM** **Dashboard** window appears.
2. At the upper right, click **Create** **VM**. The **Create** **VM** dialog box appears.

> ***Note****: This option does not appear in clusters that do not support this feature.*
3. Enter the following information:
  - **Name**: Enter a name for the VM. The image name must be 40 characters or fewer.
  - **Description**: Enter a description for the VM.
  - **Timezone**: Select a time zone from the drop-down menu for the VM.
  - **Compute**: Enter the number of virtual CPUs to allocate to this VM in the **vCPU(s)** field. Enter the number of cores assigned to each virtual CPU in the **Cores per vCPU** field. The Sizing Tool determines the number of virtual CPUs required for your File IQ installation.

> [!WARNING]
> ***Important****: The recommended configuration is specifying 1 core per vCPU, so set the number of vCPUs to match the requirements for the workload.*
  - **Memory:**Enter the amount of memory (in GiBs) to allocate to this VM. The Sizing Tool defines the memory needed for your File IQ installation.
4. In the **Boot Configuration** area, select **UEFI**.

> ***Note****: Since the image contains only the operating system disk, the cache, File IQ database and COW disks must be created for the Operating System.*
5. To attach the operating system disk to the VM, click **Add New Disk**. The **Add Disk** dialog box appears. Enter the following information:
  - **Type**: From the drop-down menu, select **DISK**.
  - **Operation**: Select **Clone from Image Service** to copy the image that you imported.
  - **Bus Type**: From the drop-down menu, select **SCSI**.
  - **Image**: Select the image you created using the image service feature.
  - **Size**: This is specific to the operating system disk; note that changing the size of an image is not allowed.
  - **Index**: Ensure **Next Available** is selected.
6. Click **Add.**The operating system disk is attached to the VM, and the **Create VM** dialog box is displayed.

> [!WARNING]
> ***Important****: The File IQ Appliance relative sizes are important during installation because the NEA (on which the File IQ Appliance is built) allocates disks to various roles based on size. If the disk sizes are edited after the image deployment and before the File IQ appliance is powered on, make sure to maintain the expected proportions: File IQ DB Disk is the largest, the Cache Disk is the next largest, and then the COW Disk*.
7. To attach the cache disk to the VM, click **Add New Disk**. The **Add Disk** dialog box appears.

Enter the following information:
  - **Type**: From the drop-down menu, select **DISK**.
  - **Operation**: Select **Allocate on Storage Container** to create a new empty disk.
  - **Bus Type**: From the drop-down menu, select **SCSI**.
  - **Storage Container**: Select the storage container to use. The list includes all containers created for this cluster.
  - **Size**: Enter the disk size in GiBs. Size the cache disk per the File IQ Sizing Tool requirements.
  - **Index**: Ensure **Next Available** is selected.
8. Click **Add.**The cache disk is attached to the VM, and the **Create VM** dialog box is displayed.
9. To attach the cow disk to the VM, click **Add New Disk**. The **Add Disk** dialog box appears. Enter the following information:
  - **Type**: From the drop-down menu, select **DISK**.
  - **Operation**: Select **Allocate on Storage Container** to create a new empty disk.
  - **Bus Type**: From the drop-down menu, select **SCSI**.
  - **Storage Container**: Select the storage container to use. The list includes all containers created for this cluster.
  - **Size**: Enter the disk size in GiBs. Size the cow disk as per the File IQ Sizing Tool requirements.
  - **Index**: Ensure **Next Available** is selected.
10. Click **Add.**The cow disk is attached to the VM, and the **Create VM** dialog box is displayed.

> ***Note****: After configuring the operating system disk, the cache disks, and the COW disk, the operating system disk is automatically selected as the****Boot********Device****.*
11. Add the Nasuni File IQ Disk.

> [!WARNING]
> ***Important****: This step is only applicable to File IQ Appliances starting with the 10.1 release.*
  1. To attach the Nasuni File IQ disk to the VM, click **Add New Disk**. The **Add Disk** dialog box appears. Enter the following information:
    - **Type**: From the drop-down menu, select **DISK**.
    - **Operation**: Select **Allocate on Storage Container** to create a new empty disk.
    - **Bus Type**: From the drop-down menu, select **SCSI**.
    - **Storage Container**: Select the storage container to use. The list includes all containers created for this cluster.
    - **Size**: Enter the disk size in GiBs. Size the cache disk per the File IQ Sizing Tool requirements.
    - **Index**: Ensure **Next Available** is selected.
  2. Click **Add.**The Nasuni File IQ disk is attached to the VM, and the **Create VM** dialog box is displayed.
12. Click **Add New NIC** to a network interface for the VM. If the **Add New NIC** button is not visible in the **Create VM** dialog box, scroll down to see it. The **Create NIC** dialog box appears.

Enter the following information:

After entering the field entries, click **Add** to create the network interface for the VM and return to the **Create VM** dialog box.
  - **Subnet Name:**From the drop-down, select the VLAN that your File IQ Appliance runs on.
  - **Network Connection State:**Ensure **Connected** is selected.
  - **Network Address/Prefix:**This read-only field displays the network IP address and prefix.
  - **IP Address**(This field appears only if the NIC is placed in a managed network.): Enter an IP address for the VLAN. Entering an IP address in this field is optional when the network configuration provides an IP pool. If the field is left blank, the NIC is assigned an IP address from the pool.
13. Ensure that the **Custom Script** check box is unselected. The Custom Script option is not supported with File IQ Appliance virtual machines.
14. After entering all field entries, click **Save** to create the VM and close the **Create VM** dialog box.

The new VM appears in the VM table view.
15. To power on the File IQ Appliance virtual machine, follow these steps:

The File IQ Appliance virtual machine powers on.

> [!WARNING]
> ***Important****: When using a virtual machine File IQ* *Appliances, Nasuni recommends running under a hypervisor that its vendor still supports. A warning is logged at boot if a customer runs a File IQ Appliance on an unsupported hypervisor version*.
  1. Click the **Explore** drop-down menu at the upper left. The **Entities** list appears.
  2. In the **Entities** list, click **VM**, followed by**Table**. A list of VMs appears.
  3. From the list of VMs, select the File IQ Appliance virtual machine.
  4. Right-click on the File IQ Appliance virtual machine, and from the **Actions** drop-down menu, select **Power On**.
16. To view the File IQ Appliance in the console window, right-click on the File IQ Appliance virtual machine, and from the **Actions** drop-down, select **Launch console**. The File IQ Appliance screen appears with a plain bar at the bottom that indicates the progress of the installation.

> ***Tip****: The first boot of a File IQ Appliance might take longer than subsequent boots.*
17. Make a note of the Assigned IP Address appearing under **IP Addresses**. Use this IP address to access the File IQ Appliance user interface. Alternatively, the **IP address**can be found under the**Summary** section.

The File IQ Appliance is now installed and ready to access using the IP address.

## 3. Running the File IQ Appliance First Boot Wizard

To access the newly installed File IQ Appliance, follow this procedure:

1. Click the **Explore** drop-down menu at the upper left. The **Entities** list appears.
2. In the **Entities** list, click **VM,**followed by**Table**. A list of VMs appears.
3. From the list of VMs, select the File IQ Appliance virtual machine.
4. Locate the **IP Address** used by the File IQ Appliance by scrolling down the page to the **Summary**section.
5. Navigate to the **First Boot Wizard** for the File IQ Appliance by opening a new browser window.
  1. To access the File IQ Appliance, enter the address in this form: https://<IP address>, where <IP address> is the **IP address** from step 2 above.
  2. The **Enter the Network Parameters for this Filer** page appears. ![](https://cdn.document360.io/2adf6ce2-c120-4520-b135-0fc4463ddde3/Images/Documentation/image(902).png)
6. Enter the **Hostname** you defined in the **File IQ Hostname**of the [**1. Prerequisites**](/v1/docs/file-iq-installation-for-nutanix#1-prerequisites) section.
7. Complete the remainder of the System Settings defined in the File IQ Network Details as part of the [**1. Prerequisites**](/v1/docs/file-iq-installation-for-nutanix#1-prerequisites) section.
8. Click **Continue**. The **Review the Network Settings** pane appears.
9. If all fields are correct, click **Continue**. The next pane confirms if the File IQ Appliance is **Configuring Network Settings**. If the File IQ Appliance does not automatically reconnect, try refreshing the page and check if File IQ Appliance’s IP address has changed. If so, update the browser address bar.
10. The **Nasuni Filer Software Update** pane appears. Click **Continue**.
11. Enter the **File IQ Serial Number** and **Authorization Code** obtained under the **File IQ Serial & Auth Code** as part of the [**1. Prerequisites**](/v1/docs/file-iq-installation-for-nutanix#1-prerequisites) section.
12. Click **Continue**. The **Add a New Nasuni Filer to your account** pane appears.

> ***Note:****If you get an******Invalid serial number or access code provided******during this step, it is because you have used a NEA Serial Number instead of an File IQ Serial Number. Nasuni recommends double-checking your Serial Number and trying again. See the*[**1. Prerequisites**](/v1/docs/file-iq-installation-for-nutanix#1-prerequisites)*section* *for the correct location to the File IQ Serial Number and Authorization Code values.*
13. Enter **Install New Filer** into the **Confirmation** textbox.
14. Click **Continue**. The **Accept the Terms of Service and License Agreement** pane appears.
15. Accept the **Terms of Service** and click **Continue**. The **Enter or Accept Filer Name** pane appears.
16. Click **Continue**. The **Nasuni Management Console Detected** pane appears.
17. Enable the **Join NMC Management** checkbox and click **Continue**. The **Enter a username and password for Administration of this Filer** pane appears.
18. Enter your NMC local account **Username** and **Password,**and**then Confirm Password**. These were obtained in the **File IQ Username and Password** section of the [**1. Prerequisites**](/v1/docs/file-iq-installation-for-nutanix#1-prerequisites) section above.
19. Click **Continue**. The **First Boot Wizard** is complete, and the File IQ Appliance Management window appears.

#### 3.a. Joining the File IQ Appliance to Active Directory

If the volumes you want to scan are protected by Active Directory, you must join your File IQ Appliance to the Active Directory domains to secure these volumes.

> ***Note****: The configuration of Active Directory can vary based on different factors, and your specific configuration might require additional settings that are not mentioned in this section. If you encounter any issues while connecting to Active Directory, contact Nasuni Support or your Account Manager for assistance.*

Follow this procedure to join Active Directory:

1. Open a Web Browser and access the File IQ Appliance. Enter the address in this form: https://<IP address>:8443, where <IP address> is the **IP address** from step 3 in the previous section. The File IQ Appliance user interface appears.

1. Ensure that the hostname of your File IQ Appliance is shorter than 15 characters:
  1. From the **Configuration** menu, select **Network Configuration** under the **Networking** section.
  2. Verify that the hostname in **Hostname or FQDN** is 15 characters or less.
  3. If required, shorten the hostname and click **Save Network Configuration**.
  4. Enter your Nasuni admin account details, confirm, and wait for the File IQ Appliance to apply the new settings.
2. Enter the IP address for your primary DNS server in the Primary DNS server text box. You must enter a valid hostname or IP address.
  1. From the **Configuration** menu, select **Network Configuration** under the **Networking** section.
  2. In **Settings Source**, under **System Settings**, select **DHCP with Custom DNS**.
  3. Leave the **Search Domain** empty.
  4. Set the **Primary DNS server** to your Active Directory PDC’s IP address.
  5. Click **Save Network Configuration**. You must enter your Nasuni admin account details, confirm, and wait for the appliance to apply the new settings.
3. Join the File IQ Appliance to Active Directory by following these steps:
  1. From the **Configuration** menu, select **Directory Services** under the **CIFS & Directory Services** section.
  2. Enter the fully qualified Active Directory domain name in the **Domain** entry field.
  3. Unless instructed by the Nasuni Support or your Account Manager, do not change any other fields.
  4. Click **Continue**. The **Confirm/Authenticate Directory Service** dialog box appears.
  5. In the **Confirm/Authenticate Directory Service** dialog box, enter your Active Directory administrator username and password and click **Submit**.
  6. Wait until the joining process is complete and the Volume Selection page is displayed.
  7. Select all volumes you wish to access from the File IQ appliance and click **Continue**.
  8. Wait until the volume configuration is complete and the Domain Configuration page is displayed.
  9. Enable all the trusted domains you wish to monitor users from and click **Continue**.
  10. Wait until the trusted domain configuration is complete and the “**Complete the Configuration**” page is displayed.
  11. Click **Finish** to finish the Active Directory configuration.
  12. Wait until the configuration completes.
  13. The display then returns to the **Directory Services** page and displays Active Directory domain information.

You have successfully joined Active Directory.

## 4a. Set the Escrow Passphrase for the File IQ Appliance (10.0+)

> [!WARNING]
> ***Important****: In order to use DR capabilities a backup of the File IQ Appliance configuration needs to happen. Setting the escrow passphrase enables the backup.*

> ***Note****: In order to use the Nasuni File IQ Database backup feature DR needs to be configured for the File IQ Appliance.*

To set the escrow key for the File IQ Appliance, follow this procedure:

1. Log in to the **Nasuni Management Console** associated with the File IQ Appliance.
2. Click **Filers**.
3. Click **Escrow Passphrase**. The **Filer Escrow Passphrase** pane appears.
4. Select the **File IQ Appliance** entry in the table and click **Edit 1 Filer**. The **Set Escrow Passphrase** dialog box appears.
5. Enter the same passphrase for both **Escrow Passphrase** and **Confirm Passphrase**.
6. Click **Set Passphrase**. The dialog box closes and returns to the **Filer Escrow Passphrase** pane.

If you do not use the Nasuni Escrow Service, instead of setting an escrow passphrase, you can upload your own encryption keyfile and set it as a recovery backup key:

1. Log in to the File IQ appliance web UI.
2. From the **Configuration** menu, select **Encryption Keys**.
3. Click **Upload Encryption Keys**.
4. Choose your externally generated OpenPGP keyfile.
5. Enter the **Key Passphrase** if the keyfile has been secured with a passphrase.
6. Click **Import Key**.
7. Ensure the key has been imported, and click **Set backup key** to set it as a recovery backup key.

## 4b. Add the File IQDB Disk to the File IQ Appliance

> [!WARNING]
> ***Important****: These steps are only applicable to File IQ Appliances prior to the 10.1 release.*

Before enabling the File IQ Appliance, add another disk for the File IQ Database by following this procedure:

1. Log in to the **Nasuni Management Console** associated with the File IQ Appliance.
2. Click **Filers**.
3. Click **Shutdown & Reboot**.

The **Shutdown and Reboot** pane appears.
4. For the **File IQ Appliance,** click the associated **Shutdown/Reboot** action.

The **Initiate Shutdown/Reboot of File IQ Appliance** pane appears.
5. Enter ‘**Change Filer Power State**’ into the **Confirmation Phrase** textbox.
6. Select **Shut down immediately**. Click **Shutdown**.

The **Shutdown and Reboot** pane appears. Wait until the **Status** column for the **File IQ Appliance** changes to a checkmark before proceeding; at that point, the File IQ Appliance is shut down.
7. Log in to Nutanix using the Prism Web Console.
8. From the **Explore** drop-down menu at the upper left, the **Entities** list appears. Select **VM**. The **VM** **Dashboard** window appears.
9. Click on the VM created in step 2.
10. Right-click on the File IQ Appliance virtual machine, and from the **Actions** drop-down, select **Power Off Actions.**
11. Select**Guest Shutdown**.

> ***Note****: The VM might take some time to shut down completely.*
12. Again, right-click the File IQ Appliance virtual machine and, from the **Actions** drop-down, select **Update**.
13. Once the VM configuration appears**,**scroll down to the disk section and click **Add new disk**.
14. The **Add Disk** dialog box appears. Enter the following information:
  - **Type**: From the drop-down menu, select **DISK**.
  - **Operation**: Select **Allocate on Storage Container** to create a new empty disk.
  - **Bus Type**: From the drop-down menu, select **SCSI**.
  - **Storage Container**: Select the storage container to use. The list includes all containers created for this cluster.
  - **Size**: Enter the disk size in GiBs. Size the cache disk per the File IQ Sizing Tool requirements.
  - **Index**: Ensure **Next Available** is selected.
15. Click **Add.**The Nasuni File IQ disk is attached to the VM.
16. Click **Save** to save the new disk.

> ***Note:****It takes some time for the VM configuration to save completely.*
17. Right-click on the File IQ Appliance virtual machine, and from the **Actions** drop-down, select **Power On.**

> ***Note:****It takes some time for the VM to power on completely.*

The File IQ Appliance Virtual Machine starts.

## 5. Connect the Nasuni Volumes to the File IQ Appliance

> [!WARNING]
> ***Important****: For the Basic version of File IQ a maximum of 19 volumes can be connected to a File IQ Appliance for metadata analysis. For the Premium version of File IQ a maximum of 47 volumes can be connected to a File IQ Appliance for metadata analysis. If these limits are exceeded, then the metadata analysis stops until the number of connected volumes for metadata analysis falls within the specific range.*

> ***Note****: The File IQ Appliance Administration UI****Status > Subscription Status****pane does not accurately reflect the****Max Volumes / Filer****values based on the settings above. You should ignore the value****Max Volumes / Filer in the Status > Subscription Status****pane.*

> ***Note****: You might see a "File IQ unhealthy" alert displayed prior to enabling the File IQ service in step 7. This alert is expected and resolves itself after a successful File IQ service enablement.*

> ***Note***: *If you are using third-party tools that scan Nasuni volumes using a dedicated NEA, then do not connect that NEA to FIQ, because it can affect the Last Accessed time recorded by FIQ.*

To share and connect a volume to the File IQ Appliance for metadata analysis, follow this procedure:

1. Log in to the Nasuni Management Console associated with the File IQ Appliance.
2. Set up remote access for the Volume by following this procedure:
  1. Click **Volumes**.
  2. Click **Remote Access**. The **Volume Remote Access Setting** pane appears.
  3. Select the volumes that you want to share. These should match the Volumes in the **Volumes List** section in the **1. Prerequisites** section above.
  4. Click **Edit Volumes**. The **Edit Volume Remote Access Settings**dialog box appears.
  5. Ensure that the **Enabled** toggle is set to **On**.
  6. For **Remote Access Permissions**, select **Custom**.
  7. For the **File IQ Appliance** entry in the **Custom Remote Access Permissions**section, select **Read Only**.

> [!CAUTION]
> ***Caution****: Ensure that you change only the Remote Access entry for the File IQ appliance to Read Only. Be sure to leave the Remote Access entries for the other volumes unchanged.*
  8. Click **Save Remote Access Settings**. The **Volume Remote Access Setting**pane appears.
  9. Wait until the **Status** for each of the selected volumes changes to a check mark before proceeding.
3. Connect the Volumes to the File IQ Appliance by following these steps:
  1. Click **Volumes**.
  2. Click **Connect Volume**. The **Remotely Accessible Volumes** pane appears.
  3. Click **Refresh Connections** and wait for the process to complete.
  4. For the volumes for which you set up remote access to the File IQ Appliance (step 2 above), click **Edit Connections**. The **Connect/Disconnect Volume** dialog box appears.
  5. In the **Filers** section, enable the **File IQ Appliance** checkbox.
  6. In the **Storage Access** section, select **Skip creating storage access point**.
  7. In the **Inherit Setting** section, untick the three inherit setting checkboxes.
  8. Click **Save Connections**. The dialog box closes and returns to the **Remotely Accessible Volumes** pane.
  9. Wait until the **Status**column for the **Volume** changes to a checkmark before proceeding.
4. Disable **Snapshot Schedule**for the FILE IQ Appliance and volume pairs by following one of these sets of steps:
  1. For volumes not managed by GFA, follow these steps:
    1. Click **Volumes**.
    2. Click **Snapshot Schedule**. The **Volume Snapshot Schedule**pane appears.
    3. Expand the volumes for which you configured remote access in step 2.
    4. For each expanded, select each item that is a File IQ Appliance.
    5. Click **Edit Volumes**. The **Snapshot Schedule**dialog box appears.
    6. Click **Select/Deselect all**until all of the **Days** turn from color to grey.

> ***Note****: The****Allow All Day****option can remain selected. Because no days are selected, this setting does not apply.*
    7. Click **Save Configuration**. The changes are saved.

> ***Note****: The changes might take up to 10 minutes to apply.*
  2. For volumes managed by GFA, follow these steps:
    1. Click **Volumes**.
    2. Click **Snapshot Schedule**. The **Volume Snapshot Schedule** pane appears.
    3. Select the volumes for which you configured remote access in step 2.
    4. For each selected volume, expand its list to display the associated NEAs and File IQ Appliances.
    5. Deselect each item that is not a File IQ Appliance.
    6. Click **Edit Volumes**. The **Snapshot Schedule** dialog box appears.
    7. Set the **Enablement**window to**On**.
    8. Deselect all until all the **Days** turn from color to grey.

> ***Note****: The****Allow All Day****option can remain selected. Because no days are selected, this setting does not apply.*
    9. Click **Save Configuration**. The changes are saved.

***Note****: The changes might take up to 10 minutes to apply.*
5. Disable Sync Schedule for the File IQ Appliance and Volumes pairs by following these steps:
  1. Click **Volumes**.
  2. Click **Sync Schedule**. The **Sync Schedule**pane appears.
  3. Select a volume for which you configured remote access in step 2.
  4. Expand the volume's list to display the associated **NEAs** and **File IQ Appliances**.
  5. Deselect each item that is not a File IQ Appliance.
  6. Click **Edit Volumes**. The **Sync Schedule**dialog box appears.
  7. Click **Select/Deselect all** until all of the **Days** turn from colored to grey.
  8. Click **Save Schedule**. The changes are saved and might take up to 10 minutes to apply.

> ***Note****: Repeat steps c-h in this section for each Volume connected to File IQ.*

## 6. Disabling Quality of Service (QoS) for the File IQ Appliance

It is recommended to disable Quality of Service (QoS) for the File IQ Appliance, as the main workloads involve synchronizing content to the File IQ Appliance, and the system wants to ensure this process happens as quickly as possible.

To disable the Quality of Service (QoS) for the File IQ Appliance, follow these steps:

1. Log in to the **Nasuni Management Console** associated with the File IQ Appliance.
2. Click **Filers**.
3. Click **Quality of Service**. The F**iler Quality of Service** pane appears.
4. Select the **File IQ Appliance** entry in the table and click **Edit Filers**. The **Quality of Service Settings**dialog box appears.
5. For all existing **Quality of Service**rules, click **Delete**.
6. Click **Save Rules**. The dialog box closes and returns to the **Filer Quality of Service** pane.

## 7. Enable File IQ in Nasuni Portal and Configure Edge Appliances

By default, your File IQ service is turned off on the File IQ Appliance. Additionally, the File IQ Service on the NEA is off and is not configured to use any File IQ Appliance.

This section outlines how to enable your File IQ Product on the File IQ Appliance and then configure one or more NEAs to send activity information to the File IQ Appliance.

Use the Nasuni Portal to enable File IQ on the File IQ Appliance and the NEA.

Use this section to perform the following:

1. Enable the File IQ Product on the new File IQ Appliance.
2. Enable File IQ Service and Assign the File IQ Appliance for the NEA.

Before getting started, ensure that the following items from the **1. Prerequisites**section are complete for this specific area:

- [Nasuni Portal](https://portal.nasuni.com)
- NMC Login
- NEA(s) List

> ***Note****: Before proceeding, confirm that the NMC, File IQ Appliance, and NEA(s) are all started and running.*

### a. Enabling the File IQ on the New File IQ Appliance

Use the Nasuni Portal to enable File IQ on the File IQ Appliance.

**Nasuni Portal**

To enable the File IQ Appliance from the Nasuni Portal, follow these steps:

1. Log in to the [Nasuni Portal](https://portal.nasuni.com).
2. Navigate to **Appliance Services > File IQ Configuration**.
3. Click the **File IQ Appliance** in the table list. The checkbox becomes **Enabled**.
4. From the **Enable/Disable**drop-down menu, click**Enable Selected**. The State changes to **Enabled** for the File IQ Appliance in the table list. This action is automatically saved.

The configuration change is stored.

### b. Enabling File IQ Service and Assigning the File IQ Appliance for the NEA

> [!WARNING]
> ***Important:****The Nasuni Edge Appliance(s) that are used for data migration or third-party integration purposes should not be enabled to send events to File IQ Appliance(s).*

In this section, enable the File IQ Service for each of the NEAs that you have chosen to report activity to the File IQ Appliance. You should have defined each NEA as part of the NEAs List entry in the **1. Prerequisites**section above.

Use the Nasuni Portal to enable the File IQ service and assign the File IQ Appliance for the NEA.

**Nasuni Portal**

To enable the File IQ Service and assign the File IQ Appliance for each of these Nasuni Edge Appliances from the Nasuni Portal, follow these steps:

1. Log in to the [Nasuni Portal](https://portal.nasuni.com).
2. Navigate to **Appliance Services** > **File IQ Configuration.**
3. Click the **Edge** entry in the **Configuration** items on the left of the page.
4. Click the **Edge** name in the table list. The checkbox becomes **Enabled**.
5. From the **Enable/Disable** drop-down menu, click on **Enable Selected**. The State changes to **Enabled** for the Edge name in the table list. This action is automatically saved.
6. Click the **Assign/Unassign** File IQ button. The **File IQ Assignment** panel appears.
7. From the drop-down list, select the name of the **File IQ Appliance** that you want to assign the previously selected Edge entries.
8. Click **Save**.

The configuration change is stored.

### c. Forcing the Configuration to be Applied to the File IQ Appliance and Nasuni Edge Appliance

After the configuration is saved, it can take up to 1 hour for the configuration to become active on the File IQ Appliance and NEAs. Instead, you can force the configuration to immediately refresh using the Refresh License feature in the NMC so that you can move on to **8. Accessing the File IQ Dashboards** immediately.

To force the configuration to become active, follow these steps:

1. Log in to the Nasuni Management Console associated with your account.
2. Click **Filers**.
3. Click **Refresh License**. The **Refresh Subscription License** pane appears.
4. Select the same File IQ Appliance and NEAs that you used in steps a. and b. above, and click **Update Filers**. The **Refresh Subscription License** dialog box appears.
5. Click **Refresh License**. The dialog box closes, and you return to the**Refresh Subscription License** pane. Wait until the**Status** column for the values you selected in step 4 has changed to a checkmark before proceeding.

> [!WARNING]
> ***Important****: The initial scanning of your volume files begins immediately. This process can take a while, depending on the number of files and directories to be scanned initially. This process can take approximately 1 hour per million files and directories for the initial scan. Subsequent scans occur every 24 hours after the initial scan. Subsequent scans are significantly faster because they only process changes to the existing volumes. To view the progress of the volume scans, use the****System Status****dashboard >****Volume Scan Detailed Status****panel and****Service Support****dashboard >****Volume Scan State Logs****panel.*

## 8. Accessing the File IQ Dashboards

The results of scanning the selected volumes appear in numerical and graphical form on the File IQ Dashboards. For details about File IQ Dashboards, see File IQ Dashboards.

The File IQ Dashboards contain all the information for NEA activity and volume metadata that the File IQ Appliance receives and produces.

To access the File IQ Dashboards, follow this procedure:

1. Open a new browser window.
2. Enter the address in this form:

https://<FILE-IQ-FQDN>:3000

where <FILE-IQ-FQDN> is the **FQDN** of the File IQ Appliance, assigned in 3. Running the File IQ Appliance First Boot Wizard. The **File IQ Dashboard**user interface appears.
3. In the **Email or username** field, enter “Viewer”.

> [!CAUTION]
> ***Caution****: Do not rename the Grafana viewer account. The Initialization program expects the viewer account to be present. If the viewer account is not present, the Initialization of the viewer account recreates the viewer account with the default password.*
4. In the **Password** field, enter “nasuni_IQ_2024!”.

> ***Note****: Nasuni highly recommends updating the default password for the Grafana viewer account during the first usage.*
5. Click **Log in**. The system logs you into the File IQ Dashboard, and the Home page appears.
6. It is important to change the default password. To change the password, follow this procedure:
  1. Click the avatar icon at the top right of the File IQ Dashboard. A context menu is displayed.
  2. In the context menu, click **Change password**. The **Change Password** pane appears.
  3. In the **Old Password**textbox, enter the original default password “nasuni_IQ_2024!”.
  4. Enter the new password into the **New password** and **Confirm password** text boxes. Click **Change Password**. The password is saved, and a dialog appears in the top right corner with the text User password changed.
  5. Click **Home** in the top left corner to return to the Home page.

## 9. Nasuni File IQ Status and File IQ Appliance Health

This section describes the Nasuni File IQ Status tool that is shipped with the File IQ Appliance.

### a. File IQ Status Tooling

The File IQ Status tool, shipped with the File IQ Appliance, offers key insights into the operational health of the File IQ Appliance installation. At any point during the setup of the File IQ Appliance or afterward, the File IQ Status displays the health of key sections of the File IQ Appliance.

Each line has three possible status values:

- **Healthy**: Indicated by a Green tick symbol. No action is required in this case.
- **Unhealthy**: Indicated by a Red x symbol. Action is required in this case.
- **Informational**: Indicated by a Yellow triangle with an exclamation point inside. Action might be required depending on the organization’s use case for File IQ.

> ***Note****: Informational items do not cause a health check to return as an error condition.*

The Unhealthy and Information points are accompanied by a detailed text on the problem space and links to the Nasuni documentation to address them.

As the installation of File IQ progresses, it is recommended to run File IQ Status to ensure the setup is functional. Depending on when you run the File IQ Status tool, warnings and errors might be expected. For example, before enabling File IQ on the Portal, it is expected that the check for this does not pass.

### b. File IQ Appliance Health

The File IQ Appliance reports its health to the NMC and uses the File IQ Status Tooling as the basis for the information. If the NMC reports a File IQ Appliance as unhealthy, the File IQ Status tool provides the customer with the cause of the problem, as well as remediation materials.

To view the current health of the File IQ Appliance in the NMC, follow this procedure:

1. Log in to the Nasuni Management Console (NMC) associated with your account.
2. Click **Filers**.
3. Click the name of the **File IQ Appliance** in the table at the bottom of the page. The **File IQ Appliance Details** pane appears.
4. The **Health** section is displayed at the bottom right of the pane.

### c. File IQ Status Messaging

The list of health items that the File IQ Status can provide is outlined in the following table:

| **Name** | **Description** | **Since version** | **Health Item *** | **Premium Only **** | **Check Tag** |
| --- | --- | --- | --- | --- | --- |
| Nasuni File IQ configured check | Indicates that the File IQ appliance has been configured for Audit Events at the NOC and has had a volume shared via the NMC. | 10.2 | Yes | No | CONFIGURATION |
| Nasuni File IQ Enabled in NOC | Indicates that the File IQ appliance has been enabled in the Nasuni Portal UI or NOC UI. | 9.15 | Yes | No | CONFIGURATION |
| Nasuni File IQ database filesystem created | Indicates that the file system for the File IQ DB has been created. | 9.15 | Yes | No | SYSTEM |
| Nasuni Appliance filesystem sizes | Indicates that the size of the disks on the File IQ Appliance meet the expected size ratios. | 9.15 | Yes | No | SYSTEM |
| Nasuni File IQ sizing | Indicates that the virtual machine is sized appropriately based on the data stored in the system at the time. | 10.0 | Yes | No | SYSTEM |
| Nasuni File IQ database filesystem usage | Indicates that the File IQ DB disk has adequate space. ≥90% full = unhealthy; ≥85% full = informational. | 9.15 | Yes | No | FSMS |
| Nasuni File IQ database created | Indicates that the File IQ Database has been created on the File IQ Appliance. | 9.15 | Yes | No | SYSTEM |
| Nasuni File IQ database running | Indicates that the File IQ Database service is running successfully. | 9.15 | Yes | No | SYSTEM |
| Nasuni File IQ database extensions installed | Indicates that the required File IQ Database extensions have been installed. | 10.2 | Yes | No | SYSTEM |
| Nasuni File IQ Appliance connected to Directory Service | Indicates that the File IQ Appliance is connected to an Active Directory service. | 9.15 | No | No | CONFIGURATION |
| Nasuni volumes mounted | Indicates that volumes have been connected to the File IQ Appliance for metadata analysis. | 9.15 | Yes | No | FSMS |
| Nasuni volumes mounted Read-only | Indicates that the volumes connected to the File IQ Appliance for metadata analysis are connected as read-only. | 9.15 | Yes | No | FSMS |
| Nasuni File IQ event queue created | Indicates that the File IQ Appliance has successfully created the Event Queue required for NEA communication. | 9.15 | Yes | No | FSEP |
| Nasuni File IQ event queue connectivity | Indicates that the File IQ Appliance has successfully connected to the Event Queue for NEA communication. | 9.15 | Yes | No | FSEP |
| Nasuni audit events received | Indicates that the File IQ Appliance is successfully receiving activity data from one or more NEAs. | 9.15 | No | No | FSEP |
| Nasuni volumes have snapshot and sync disabled | Indicates that all volumes connected to the File IQ Appliance have sync and snap schedules disabled. | 10.0 | Yes | No | FSMS |
| Nasuni File IQ system memory size check | Indicates that there have been no recent cores for the File IQ process and no Out of Memory (OOM) situation. | 10.0 | Yes | No | SYSTEM |
| Nasuni File IQ cache usage | Indicates that the Cache disk on the File IQ Appliance has adequate space. | 10.0 | Yes | No | FSEP |
| Nasuni File IQ Event Hub Partitions check | Indicates that the Event Queue processing is utilizing all available system capacity. | 10.0 | Yes | No | SYSTEM |
| Nasuni File IQ Database Backup Configuration | Indicates the File IQ Database backup is configured and enabled on the system. | 10.1 | Yes | No | BACKUP |
| Nasuni File IQ Database Backup Status | Indicates that the File IQ Database backup has been successfully run on the File IQ Appliance. | 10.1 | Yes | No | BACKUP |
| Nasuni File IQ Database Backup Available | Indicates that the File IQ Database backup is accessible in the cloud storage. | 10.1 | Yes | No | BACKUP |
| Nasuni File IQ Database WAL Archiving Status | Indicates that the File IQ Database backup of the Write Ahead Logs (WAL) is keeping up with workload. | 10.1 | Yes | No | BACKUP |
| Nasuni File IQ Single Sign-On Configuration | Indicates that the SSO feature has been configured for the File IQ Dashboard. | 10.1 | Yes | No | SSO |
| Nasuni File IQ Single Sign-On health check | Indicates that the SSO feature for the File IQ Dashboard is passing health checks and is operational. | 10.1 | Yes | No | SSO |
| Nasuni File IQ Apache check | Indicates that the Apache web server is available. | 10.2 | Yes | No | API |
| Nasuni File IQ FSEP service check | Indicates that the File IQ Event Processor is running correctly. | 10.2 | Yes | No | FSEP |
| Nasuni File IQ FSMS service check | Indicates that the File IQ Metadata Service is running correctly. | 10.2 | Yes | No | FSMS |
| Nasuni File IQ FSAGG service check | Indicates that the File IQ Event Aggregation service is running correctly. | 10.2 | Yes | No | FSAGG |
| Nasuni File IQ Reporting service check | Indicates that the Reporting Service is running on the File IQ Appliance. | 10.1 | Yes | No | REPORTING |
| Nasuni Appliance Backup Key set up | Indicates that the Escrow Passphrase has been set for the File IQ Appliance. | 10.0 | Yes | No | SYSTEM |
| Nasuni Appliance Backup available | Indicates that the File IQ Appliance’s configuration has been backed up to the NOC and is DR ready. | 10.0 | Yes | No | SYSTEM |
| Nasuni File IQ Reporting cron job configured | Indicates that the cron job that schedules the Reports has been configured on the File IQ Appliance. | 10.1 | Yes | Yes | REPORTING |
| Nasuni File IQ Report staging volume configured | Indicates that a Volume has been connected to store reports generated by the Reporting Service. | 10.1 | Yes | Yes | REPORTING |
| Nasuni File IQ Report staging path configured | Indicates that an absolute directory path on the volume used by the Reporting Service has been configured. | 10.1 | Yes | Yes | REPORTING |
| Nasuni File IQ Report execution failures during previous 24 hours | Indicates that the Reporting Service has had no failures in executing reports within the past 24 hours. | 10.1 | Yes | Yes | REPORTING |
| Nasuni File IQ Indexer service check | Indicates that the File IQ Indexer service is running correctly. | 10.2 | Yes | Yes | INDEXING |
| Nasuni Advanced Metadata Filtering health check | Indicates that the Advance Metadata Filtering ran without an error for all configured volumes. | 10.2 | Yes | Yes | INDEXING |
| Nasuni File IQ API service check | Indicates that the File IQ API service is running correctly. | 10.2 | Yes | Yes | INDEXING |

* The health item indicates whether this item might raise a health problem for the NMC.

** The health item varies between the Basic and Premium versions of the File IQ Appliance.

## Appendix A: Firewall Configuration

The File IQ Appliance and Nasuni Edge Appliance both require access to the Microsoft Azure Event Hub API. For configuration instructions, see [Nasuni Firewall and Port Requirements](/v1/docs/firewall-and-port-requirements).

## Appendix B: Controlling the Nutanix VM

Virtual platforms can control various aspects of your File IQ Appliance. This chapter presents procedures for these control functions. Because these controls depend on third-party virtual platforms, you should follow the procedures for your specific virtual platform.

> ***Note****: Vendors occasionally change their interfaces with little notice to users. The exact screens and text on these platforms might change at any time*.

### Starting the Nutanix VM

Start a stopped Nutanix VM of the File IQ Appliance using the Prism Web Console.

To start a stopped Nutanix VM, follow these steps in the Prism Web Console:

1. Click the **Explore** drop-down menu at the top. The **Entities** list appears.
2. In the **Entities** list, click **VM,**followed by**Table**. A list of VMs appears.
3. From the list of VMs, select the File IQ Appliance virtual machine.
4. Right-click on the File IQ Appliance virtual machine, and from the **Actions** drop-down menu, select **Power On**.

The File IQ Appliance virtual machine powers on.

### Status of the Nutanix VM

Using the Prism Web Console, view the status of the Nutanix VM of the File IQ Appliance.

To view the status of the Nutanix VM of the File IQ Appliance, follow these steps:

1. Click the **Explore** drop-down menu in the upper left corner. The **Entities** list appears.
2. In the **Entities** list, click **VM**, followed by**Table**. A list of VMs appears.
3. From the list of VMs, select the File IQ Appliance virtual machine.
4. On the **Summary** tab, the **VM DETAILS**panel displays the VM power status.

### Shutting Down the Nutanix VM

It is recommended to always shut down the Nutanix VM of the File IQ Appliance using the **Nasuni Management Console** UI.

To shut down the File IQ VM, follow these steps:

1. Log in to the **Nasuni Management Console** associated with the File IQ Appliance.
2. Click the **Filers** menu item.
3. Click **Shutdown & Reboot**. The **Shutdown and Reboot** pane appears.
4. For the **File IQ Appliance,** click the associated **Shutdown/Reboot** action.
5. The **Initiate Shutdown/Reboot** of File IQ Appliance pane appears.
6. Enter ‘**Change Filer Power State**’ into the **Confirmation Phrase** textbox.
7. Select the **Option** to **Shut down immediately**. Click **Shutdown**.
8. The **Shutdown and Reboot** pane appears. Wait until the **Status** column for the **File IQ Appliance** changes to a ticked value before processing; at that point, the File IQ Appliance shuts down.

## Appendix C: Resizing the Cache and File IQ DB Disks

This section describes the resizing steps for the File IQ Appliance on the Nutanix platform. Resizing is necessary to adjust the storage used by the File IQ Appliance.

The inputs for this task were defined as **Sizing Tool Outputs**in **the**[**1. Prerequisites**](/v1/docs/file-iq-installation-for-nutanix#1-prerequisites)****section.

> [!CAUTION]
> ***Warning: Never delete the File IQ DB or cache disk.***

> [!CAUTION]
> ***Warning: You must shut down the virtual machine to change the size of the disks.***

> [!CAUTION]
> ***Warning: Virtual machine snapshots are not supported.*** ***Do Not attempt to restore from a virtual machine snapshot or backup.*** ***Attempting to restore from a virtual machine snapshot or backup puts the File IQ Appliance in an unknown state in relation to the Nasuni Orchestration Center (NOC) and is not recoverable.***

> ***Note:****There must be sufficient disk space in the datastore to increase the size of the disk. If there is not sufficient space on the datastore, consider moving the VM to a different datastore.*

To change the size of a disk on the Prism Web Console, follow these steps:

1. Power off the File IQ Appliance. See [Shutting Down the Nutanix VM](/v1/docs/file-iq-installation-for-nutanix#shutting-down-the-nutanix-vm).
2. Click the **Explore** drop-down menu at the upper left. The **Entities** list appears.
3. In the **Entities** list, click **VM**and then click**Table**. A list of VMs appears.
4. From the list of VMs, select the File IQ Appliance virtual machine.
5. Right-click on the File IQ Appliance virtual machine and from the **Actions** drop-down menu, select **Update**. The **Update VM** dialog box appears.
6. Scroll down to the **Disks** section.
  - The OS disk is Address **scsi.0.**
  - The cache disk is Address **scsi.1**.
  - The copy-on-write (COW) disk is Address **scsi.2**.
  - The File IQ DB disk is Address **scsi.3**.
7. Select the disk you want to edit by clicking on the edit pencil for that disk. The **Update Disk** dialog box appears.
8. Enter the disk **Size** in GiBs. Size the disk as per the File IQ Sizing Tool requirements for the edited disk.
9. Click **Update**. The **Update Disk** dialog box closes and returns to the **Update VM** dialog box.
10. Click Save. The **Update VM** dialog box closes.
11. Power on the File IQ Appliance. See Starting the Nutanix VM.

## Appendix D: Uninstalling the Nutanix VM

This section describes how to uninstall the File IQ Appliance from the Nutanix platform. Uninstallation might be required if you are upgrading the system hardware.

> ***Note****: Vendors change their interfaces occasionally with little notice to the users. The exact screens and text on these platforms might change at any time.*

### Uninstalling the File IQ Appliance

To uninstall the Nasuni Edge Appliance on the Nutanix platform using the Prism Web Console, follow these steps:

1. Shut down the File IQ Appliance. See the [Shutting Down the Nutanix VM](/v1/docs/file-iq-installation-for-nutanix#shutting-down-the-nutanix-vm) section.
2. Click the **Explore** drop-down menu at the upper left. The **Entities** list appears.
3. In the **Entities** list, click **VM**and then click**Table**. A list of VMs appears.
4. From the list of VMs, select the File IQ Appliance virtual machine.
5. Right-click on the File IQ Appliance virtual machine, and from the **Actions** drop-down menu, select **Delete**. A verification dialog box appears.
6. Ensure that the **Delete all snapshots of this VM box**is checked.
7. Click **OK**.

The virtual machine is deleted.

## Appendix E: HTTPS Proxy Configuration

For more information on the HTTPS proxy configuration, see [Chapter 11 of the NEA](https://docs.nasuni.com/docs/chapter-11-configuration-page#https-proxy-configuration).

## Appendix F: Next Steps

After successfully installing the File IQ appliance version 10.1+, Nasuni recommends completing the following File IQ Basic or Premium post-installation configuration steps to ensure your environment is secure, resilient, and fully optimized for visibility and analytics.

### File IQ Basic

If you are using File IQ Basic, complete these steps:

- **Configure File IQ Database Backups**: Ensure regular backups are configured for the File IQ database to protect against data loss and support recovery scenarios.
- **Configure Encryption Key and De-Escrow Passphrase**: Set up the encryption key and securely store the de-escrow passphrase. These are required for recovering your File IQ environment in the event of a failure.
- **Review File IQ Dashboards**: Familiarize yourself with the File IQ Basic dashboards in Grafana to understand baseline activity, volume usage, and event data.
- **Configure File IQ SSO**: Integrate Single Sign-On (SSO) to streamline authentication and align with your organization’s identity management policies.
- **Evaluate File IQ Premium:** Contact your Nasuni Account Manager to learn more about its features and how they can provide additional insights and automation.

### File IQ Premium

If you are using File IQ Premium, complete these additional steps:

- **Configure File IQ Alerts**: Set up alerts to proactively monitor key events, anomalies, or thresholds within your environment.
- **Configure File IQ Reporting**: Enable and customize reports to deliver actionable insights to stakeholders on a scheduled basis.
- **Review File IQ Premium Dashboards**: Explore enhanced dashboards for deeper visibility into file activity, user behavior, and system trends.