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+<html><head><meta http-equiv="Content-Type" content="text/html; charset=ISO-8859-1"><title>Chapter 31. Migration from NT4 PDC to Samba-3 PDC</title><link rel="stylesheet" href="samba.css" type="text/css"><meta name="generator" content="DocBook XSL Stylesheets V1.60.1"><link rel="home" href="index.html" title="SAMBA Project Documentation"><link rel="up" href="migration.html" title="Part IV. Migration and Updating"><link rel="previous" href="upgrading-to-3.0.html" title="Chapter 30. Upgrading from Samba-2.x to Samba-3.0.0"><link rel="next" href="SWAT.html" title="Chapter 32. SWAT The Samba Web Administration Tool"></head><body bgcolor="white" text="black" link="#0000FF" vlink="#840084" alink="#0000FF"><div class="navheader"><table width="100%" summary="Navigation header"><tr><th colspan="3" align="center">Chapter 31. Migration from NT4 PDC to Samba-3 PDC</th></tr><tr><td width="20%" align="left"><a accesskey="p" href="upgrading-to-3.0.html">Prev</a> </td><th width="60%" align="center">Part IV. Migration and Updating</th><td width="20%" align="right"> <a accesskey="n" href="SWAT.html">Next</a></td></tr></table><hr></div><div class="chapter" lang="en"><div class="titlepage"><div><div><h2 class="title"><a name="NT4Migration"></a>Chapter 31. Migration from NT4 PDC to Samba-3 PDC</h2></div><div><div class="author"><h3 class="author"><span class="firstname">John</span> <span class="othername">H.</span> <span class="surname">Terpstra</span></h3><div class="affiliation"><span class="orgname">Samba Team<br></span><div class="address"><p><tt class="email">&lt;<a href="mailto:jht@samba.org">jht@samba.org</a>&gt;</tt></p></div></div></div></div><div><p class="pubdate">April 3, 2003</p></div></div><div></div></div><div class="toc"><p><b>Table of Contents</b></p><dl><dt><a href="NT4Migration.html#id2966015">Planning and Getting Started</a></dt><dd><dl><dt><a href="NT4Migration.html#id2966040">Objectives</a></dt><dt><a href="NT4Migration.html#id2966502">Steps in Migration Process</a></dt></dl></dd><dt><a href="NT4Migration.html#id2966757">Migration Options</a></dt><dd><dl><dt><a href="NT4Migration.html#id2966862">Planning for Success</a></dt><dt><a href="NT4Migration.html#id2967145">Samba-3 Implementation Choices</a></dt></dl></dd></dl></div><p>
+This is a rough guide to assist those wishing to migrate from NT4 Domain Control to
+Samba-3-based Domain Control.
+</p><div class="sect1" lang="en"><div class="titlepage"><div><div><h2 class="title" style="clear: both"><a name="id2966015"></a>Planning and Getting Started</h2></div></div><div></div></div><p>
+In the IT world there is often a saying that all problems are encountered because of
+poor planning. The corollary to this saying is that not all problems can be anticipated
+and planned for. Then again, good planning will anticipate most show-stopper-type situations.
+</p><p>
+Those wishing to migrate from MS Windows NT4 Domain Control to a Samba-3 Domain Control
+environment would do well to develop a detailed migration plan. So here are a few pointers to
+help migration get under way.
+</p><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="id2966040"></a>Objectives</h3></div></div><div></div></div><p>
+The key objective for most organizations will be to make the migration from MS Windows NT4
+to Samba-3 Domain Control as painless as possible. One of the challenges you may experience
+in your migration process may well be one of convincing management that the new environment
+should remain in place. Many who have introduced open source technologies have experienced
+pressure to return to a Microsoft-based platform solution at the first sign of trouble.
+</p><p>
+Before attempting a migration to a Samba-3 controlled network, make every possible effort to
+gain all-round commitment to the change. Know precisely <span class="emphasis"><em>why</em></span> the change
+is important for the organization. Possible motivations to make a change include:
+</p><div class="itemizedlist"><ul type="disc"><li><p>Improve network manageability.</p></li><li><p>Obtain better user level functionality.</p></li><li><p>Reduce network operating costs.</p></li><li><p>Reduce exposure caused by Microsoft withdrawal of NT4 support.</p></li><li><p>Avoid MS License 6 implications.</p></li><li><p>Reduce organization's dependency on Microsoft.</p></li></ul></div><p>
+Make sure everyone knows that Samba-3 is not MS Windows NT4. Samba-3 offers
+an alternative solution that is both different from MS Windows NT4 and offers
+advantages compared with it. Gain recognition that Samba-3 lacks many of the
+features that Microsoft has promoted as core values in migration from MS Windows NT4 to
+MS Windows 2000 and beyond (with or without Active Directory services).
+</p><p>
+What are the features that Samba-3 cannot provide?
+</p><div class="itemizedlist"><ul type="disc"><li><p>Active Directory Server.</p></li><li><p>Group Policy Objects (in Active Directory).</p></li><li><p>Machine Policy Objects.</p></li><li><p>Logon Scripts in Active Directory.</p></li><li><p>Software Application and Access Controls in Active Directory.</p></li></ul></div><p>
+The features that Samba-3 does provide and that may be of compelling interest to your site
+include:
+</p><div class="itemizedlist"><ul type="disc"><li><p>Lower cost of ownership.</p></li><li><p>Global availability of support with no strings attached.</p></li><li><p>Dynamic SMB Servers (can run more than one SMB/CIFS server per UNIX/Linux system).</p></li><li><p>Creation of on-the-fly logon scripts.</p></li><li><p>Creation of on-the-fly Policy Files.</p></li><li><p>Greater stability, reliability, performance and availability.</p></li><li><p>Manageability via an ssh connection.</p></li><li><p>Flexible choices of back-end authentication technologies (tdbsam, ldapsam, mysqlsam).</p></li><li><p>Ability to implement a full single-sign-on architecture.</p></li><li><p>Ability to distribute authentication systems for absolute minimum wide area network bandwidth demand.</p></li></ul></div><p>
+Before migrating a network from MS Windows NT4 to Samba-3, consider all necessary factors. Users
+should be educated about changes they may experience so the change will be a welcome one
+and not become an obstacle to the work they need to do. The following are factors that will
+help ensure a successful migration:
+</p><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="id2966252"></a>Domain Layout</h4></div></div><div></div></div><p>
+Samba-3 can be configured as a Domain Controller, a back-up Domain Controller (probably best called
+a secondary controller), a Domain Member, or as a stand-alone Server. The Windows network security
+domain context should be sized and scoped before implementation. Particular attention needs to be
+paid to the location of the primary Domain Controller (PDC) as well as backup controllers (BDCs).
+One way in which Samba-3 differs from Microsoft technology is that if one chooses to use an LDAP
+authentication backend, then the same database can be used by several different domains. In a
+complex organization, there can be a single LDAP database, which itself can be distributed (have
+a master server and multiple slave servers) that can simultaneously serve multiple domains.
+</p><p>
+&gt;From a design perspective, the number of users per server as well as the number of servers per
+domain should be scaled taking into consideration server capacity and network bandwidth.
+</p><p>
+A physical network segment may house several domains. Each may span multiple network segments.
+Where domains span routed network segments, consider and test the performance implications of
+the design and layout of a network. A centrally located Domain Controller that is designed to
+serve multiple routed network segments may result in severe performance problems. Check the
+response time (ping timing) between the remote segment and the PDC. If
+it's long (more than 100 ms),
+locate a backup controller (BDC) on the remote segment to serve as the local authentication and
+access control server.
+</p></div><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="id2966306"></a>Server Share and Directory Layout</h4></div></div><div></div></div><p>
+There are cardinal rules to effective network design that cannot be broken with impunity.
+The most important rule: Simplicity is king in every well-controlled network. Every part of
+the infrastructure must be managed; the more complex it is, the greater will be the demand
+of keeping systems secure and functional.
+</p><p>
+Keep in mind the nature of how data must be shared. Physical disk space layout should be considered
+carefully. Some data must be backed up. The simpler the disk layout the easier it will be to
+keep track of backup needs. Identify what backup media will meet your needs; consider backup to tape,
+CD-ROM or (DVD-ROM), or other offline storage medium. Plan and implement for minimum
+maintenance. Leave nothing to chance in your design; above all, do not leave backups to chance:
+Backup, test, and validate every backup, create a disaster recovery plan and prove that it works.
+</p><p>
+Users should be grouped according to data access control needs. File and directory access
+is best controlled via group permissions and the use of the &#8220;<span class="quote">sticky bit</span>&#8221; on group controlled
+directories may substantially avoid file access complaints from Samba share users.
+</p><p>
+Inexperienced network administrators often attempt elaborate techniques to set access
+controls on files, directories, shares, as well as in share definitions.
+Keep your design and implementation simple and document your design extensively. Have others
+audit your documentation. Do not create a complex mess that your successor will not understand.
+Remember, job security through complex design and implementation may cause loss of operations
+and downtime to users as the new administrator learns to untangle your knots. Keep access
+controls simple and effective and make sure that users will never be interrupted by obtuse
+complexity.
+</p></div><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="id2966369"></a>Logon Scripts</h4></div></div><div></div></div><p>
+Logon scripts can help to ensure that all users gain the share and printer connections they need.
+</p><p>
+Logon scripts can be created on-the-fly so all commands executed are specific to the
+rights and privileges granted to the user. The preferred controls should be affected through
+group membership so group information can be used to create a custom logon script using
+the <a class="indexterm" name="id2966390"></a><i class="parameter"><tt>root preexec</tt></i> parameters to the <i class="parameter"><tt>NETLOGON</tt></i> share.
+</p><p>
+Some sites prefer to use a tool such as <b class="command">kixstart</b> to establish a controlled
+user environment. In any case, you may wish to do a Google search for logon script process controls.
+In particular, you may wish to explore the use of the Microsoft KnowledgeBase article KB189105 that
+deals with how to add printers without user intervention via the logon script process.
+</p></div><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="id2966432"></a>Profile Migration/Creation</h4></div></div><div></div></div><p>
+User and Group Profiles may be migrated using the tools described in the section titled Desktop Profile
+Management.
+</p><p>
+<a class="indexterm" name="id2966449"></a>
+Profiles may also be managed using the Samba-3 tool <b class="command">profiles</b>. This tool allows
+the MS Windows NT-style security identifiers (SIDs) that are stored inside the profile <tt class="filename">NTuser.DAT</tt> file
+to be changed to the SID of the Samba-3 domain.
+</p></div><div class="sect3" lang="en"><div class="titlepage"><div><div><h4 class="title"><a name="id2966477"></a>User and Group Accounts</h4></div></div><div></div></div><p>
+It is possible to migrate all account settings from an MS Windows NT4 domain to Samba-3. Before
+attempting to migrate user and group accounts, it is STRONGLY advised to create in Samba-3 the
+groups that are present on the MS Windows NT4 domain <span class="emphasis"><em>AND</em></span> to map them to
+suitable UNIX/Linux groups. By following this simple advice, all user and group attributes
+should migrate painlessly.
+</p></div></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="id2966502"></a>Steps in Migration Process</h3></div></div><div></div></div><p>
+The approximate migration process is described below.
+</p><div class="itemizedlist"><ul type="disc"><li><p>
+You have an NT4 PDC that has the users, groups, policies and profiles to be migrated.
+</p></li><li><p>
+Samba-3 set up as a DC with netlogon share, profile share, and so on. Configure the <tt class="filename">smb.conf</tt> file
+to fucntion as a BDC, i.e., <i class="parameter"><tt>domain master = No</tt></i>.
+</p></li></ul></div><div class="procedure"><p class="title"><b>Procedure 31.1. The Account Migration Process</b></p><ol type="1"><li><p>
+<a class="indexterm" name="id2966561"></a>
+ Create a BDC account in the old NT4 domain for the Samba server using NT Server Manager.</p><ol type="a"><li><p>Samba must not be running.</p></li></ol></li><li><p>
+<a class="indexterm" name="id2966592"></a>
+ <b class="userinput"><tt>net rpc join -S <i class="replaceable"><tt>NT4PDC</tt></i> -w <i class="replaceable"><tt>DOMNAME</tt></i> -U Administrator%<i class="replaceable"><tt>passwd</tt></i></tt></b></p></li><li><p><b class="userinput"><tt>net rpc vampire -S <i class="replaceable"><tt>NT4PDC</tt></i> -U administrator%<i class="replaceable"><tt>passwd</tt></i></tt></b></p></li><li><p><b class="userinput"><tt>pdbedit -L</tt></b></p><ol type="a"><li><p>Note did the users migrate?</p></li></ol></li><li><p>
+<a class="indexterm" name="id2966676"></a>
+<a class="indexterm" name="id2966687"></a>
+ Now assign each of the UNIX groups to NT groups:
+ (It may be useful to copy this text to a script called <tt class="filename">initGroups.sh</tt>)
+ </p><pre class="programlisting">
+#!/bin/bash
+#### Keep this as a shell script for future re-use
+
+# First assign well known domain global groups
+net groupmap modify ntgroup="Domain Admins" unixgroup=root rid=512
+net groupmap modify ntgroup="Domain Users" unixgroup=users rid=513
+net groupmap modify ntgroup="Domain Guests" unixgroup=nobody rid=514
+
+# Now for our added domain global groups
+net groupmap add ntgroup="Designers" unixgroup=designers type=d rid=3200
+net groupmap add ntgroup="Engineers" unixgroup=engineers type=d rid=3210
+net groupmap add ntgroup="QA Team" unixgroup=qateam type=d rid=3220
+</pre><p>
+ </p></li><li><p><b class="userinput"><tt>net groupmap list</tt></b></p><ol type="a"><li><p>Check that all groups are recognized.</p></li></ol></li></ol></div><p>
+Migrate all the profiles, then migrate all policy files.
+</p></div></div><div class="sect1" lang="en"><div class="titlepage"><div><div><h2 class="title" style="clear: both"><a name="id2966757"></a>Migration Options</h2></div></div><div></div></div><p>
+Sites that wish to migrate from MS Windows NT4 Domain Control to a Samba-based solution
+generally fit into three basic categories. <link linkend="majtypes"> shows the possibilities.
+</p><div class="table"><a name="majtypes"></a><p class="title"><b>Table 31.1. The Three Major Site Types</b></p><table summary="The Three Major Site Types" border="1"><colgroup><col align="left"><col align="justify"></colgroup><thead><tr><th align="left">Number of Users</th><th align="justify">Description</th></tr></thead><tbody><tr><td align="left">&lt; 50</td><td align="justify"><p>Want simple conversion with no pain.</p></td></tr><tr><td align="left">50 - 250</td><td align="justify"><p>Want new features, can manage some in-house complexity.</p></td></tr><tr><td align="left">&gt; 250</td><td align="justify"><p>Solution/Implementation must scale well, complex needs. Cross-departmental decision process. Local expertise in most areas.</p></td></tr></tbody></table></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="id2966862"></a>Planning for Success</h3></div></div><div></div></div><p>
+There are three basic choices for sites that intend to migrate from MS Windows NT4
+to Samba-3:
+</p><div class="itemizedlist"><ul type="disc"><li><p>
+ Simple conversion (total replacement).
+ </p></li><li><p>
+ Upgraded conversion (could be one of integration).
+ </p></li><li><p>
+ Complete redesign (completely new solution).
+ </p></li></ul></div><p>
+Minimize down-stream problems by:
+</p><div class="itemizedlist"><ul type="disc"><li><p>
+ Taking sufficient time.
+ </p></li><li><p>
+ Avoiding Panic.
+ </p></li><li><p>
+ Testing all assumptions.
+ </p></li><li><p>
+ Testing the full roll-out program, including workstation deployment.
+ </p></li></ul></div><p><link linkend="natconchoices"> lists the conversion choices given the type of migration
+being contemplated.
+</p><div class="table"><a name="natconchoices"></a><p class="title"><b>Table 31.2. Nature of the Conversion Choices</b></p><table summary="Nature of the Conversion Choices" border="1"><colgroup><col align="justify"><col align="justify"><col align="justify"></colgroup><thead><tr><th align="justify">Simple</th><th align="justify">Upgraded</th><th align="justify">Redesign</th></tr></thead><tbody><tr><td align="justify"><p>Make use of minimal OS specific features.</p></td><td align="justify"><p>Translate NT4 features to new host OS features.</p></td><td align="justify"><p>Decide:</p></td></tr><tr><td align="justify"><p>Move all accounts from NT4 into Samba-3</p></td><td align="justify"><p>Copy and improve</p></td><td align="justify"><p>Authentication regime (database location and access)</p></td></tr><tr><td align="justify"><p>Make least number of operational changes</p></td><td align="justify"><p>Make progressive improvements</p></td><td align="justify"><p>Desktop management methods</p></td></tr><tr><td align="justify"><p>Take least amount of time to migrate</p></td><td align="justify"><p>Minimize user impact</p></td><td align="justify"><p>Better control of Desktops/Users</p></td></tr><tr><td align="justify"><p>Live versus isolated conversion</p></td><td align="justify"><p>Maximize functionality</p></td><td align="justify"><p>Identify Needs for: <span class="emphasis"><em>Manageability, Scalability, Security, Availability</em></span></p></td></tr><tr><td align="justify"><p>Integrate Samba-3 then migrate while users are active, then change of control (swap out)</p></td><td align="justify"><p>Take advantage of lower maintenance opportunity</p></td><td align="justify"><p></p></td></tr></tbody></table></div></div><div class="sect2" lang="en"><div class="titlepage"><div><div><h3 class="title"><a name="id2967145"></a>Samba-3 Implementation Choices</h3></div></div><div></div></div><div class="variablelist"><dl><dt><span class="term">Authentication Database/Backend</span></dt><dd><p>
+ Samba-3 can use an external authentication backend:
+ </p><p>
+ </p><div class="itemizedlist"><ul type="disc"><li><p>Winbind (external Samba or NT4/200x server).</p></li><li><p>External server could use Active Directory or NT4 Domain.</p></li><li><p>Can use pam_mkhomedir.so to auto-create home dirs.</p></li><li><p>
+ Samba-3 can use a local authentication backend: <i class="parameter"><tt>smbpasswd, tdbsam, ldapsam, mysqlsam</tt></i></p></li></ul></div><p>
+ </p></dd><dt><span class="term">Access Control Points</span></dt><dd><p>
+ Samba permits Access Control Points to be set:
+ </p><div class="itemizedlist"><ul type="disc"><li><p>On the share itself using Share ACLs.</p></li><li><p>On the file system using UNIX permissions on files and directories.</p><p>Note: Can enable Posix ACLs in file system also.</p></li><li><p>Through Samba share parameters not recommended except as last resort.</p></li></ul></div></dd><dt><span class="term">Policies (migrate or create new ones)</span></dt><dd><p>
+ Exercise great caution when affecting registry changes, use the right tool and be aware
+ that changes made through NT4-style <tt class="filename">NTConfig.POL</tt> files can leave
+ permanent changes.
+ </p><div class="itemizedlist"><ul type="disc"><li><p>Using Group Policy Editor (NT4).</p></li><li><p>Watch out for Tattoo effect.</p></li></ul></div></dd><dt><span class="term">User and Group Profiles</span></dt><dd><p>
+ Platform-specific so use platform tool to change from a Local to a Roaming profile.
+ Can use new profiles tool to change SIDs (<tt class="filename">NTUser.DAT</tt>).
+ </p></dd><dt><span class="term">Logon Scripts</span></dt><dd><p>
+ Know how they work.
+ </p></dd><dt><span class="term">User and Group Mapping to UNIX/Linux</span></dt><dd><p>
+<a class="indexterm" name="id2967357"></a>
+ User and Group mapping code is new. Many problems have been experienced as network administrators
+ who are familiar with Samba-2.2.x migrate to Samba-3. Carefully study the chapters that document
+ the new password backend behavior and the new group mapping functionality.
+ </p><div class="itemizedlist"><ul type="disc"><li><p>The <i class="parameter"><tt>username map</tt></i> facility may be needed.</p></li><li><p>Use <b class="command">net groupmap</b> to connect NT4 groups to UNIX groups.</p></li><li><p>Use <b class="command">pdbedit</b> to set/change user configuration.</p><p>
+ When migrating to LDAP backend, it may be easier to dump the initial
+ LDAP database to LDIF, edit, then reload into LDAP.
+ </p></li></ul></div></dd><dt><span class="term">OS Specific Scripts/Programs may be Needed</span></dt><dd><p>
+ Every operating system has its peculiarities. These are the result of engineering decisions
+ that were based on the experience of the designer, and may have side-effects that were not
+ anticipated. Limitations that may bite the Windows network administrator include:
+ </p><div class="itemizedlist"><ul type="disc"><li><p>Add/Delete Users: Note OS limits on size of name
+ (Linux 8 chars) NT4 up to 254 chars.</p></li><li><p>Add/Delete Machines: Applied only to Domain Members
+ (Note: machine names may be limited to 16 characters).</p></li><li><p>Use <b class="command">net groupmap</b> to connect NT4 groups to UNIX groups.</p></li><li><p>Add/Delete Groups: Note OS limits on size and nature.
+ Linux limit is 16 char, no spaces and no upper case chars (<b class="command">groupadd</b>).</p></li></ul></div></dd><dt><span class="term">Migration Tools</span></dt><dd><p>
+<a class="indexterm" name="id2967505"></a>
+ Domain Control (NT4 Style) Profiles, Policies, Access Controls, Security
+ </p><div class="itemizedlist"><ul type="disc"><li><p>Samba: <b class="command">net, rpcclient, smbpasswd, pdbedit, profiles.</b></p></li><li><p>Windows: <b class="command">NT4 Domain User Manager, Server Manager (NEXUS)</b></p></li></ul></div><p>
+ </p></dd></dl></div></div></div></div><div class="navfooter"><hr><table width="100%" summary="Navigation footer"><tr><td width="40%" align="left"><a accesskey="p" href="upgrading-to-3.0.html">Prev</a> </td><td width="20%" align="center"><a accesskey="u" href="migration.html">Up</a></td><td width="40%" align="right"> <a accesskey="n" href="SWAT.html">Next</a></td></tr><tr><td width="40%" align="left" valign="top">Chapter 30. Upgrading from Samba-2.x to Samba-3.0.0 </td><td width="20%" align="center"><a accesskey="h" href="index.html">Home</a></td><td width="40%" align="right" valign="top"> Chapter 32. SWAT The Samba Web Administration Tool</td></tr></table></div></body></html>