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diff --git a/docs/Samba-HOWTO-Collection/TOSHARG-ProfileMgmt.xml b/docs/Samba-HOWTO-Collection/TOSHARG-ProfileMgmt.xml new file mode 100644 index 0000000000..8b137dd4ef --- /dev/null +++ b/docs/Samba-HOWTO-Collection/TOSHARG-ProfileMgmt.xml @@ -0,0 +1,1125 @@ +<?xml version="1.0" encoding="iso-8859-1"?> +<!DOCTYPE chapter PUBLIC "-//Samba-Team//DTD DocBook V4.2-Based Variant V1.0//EN" "http://www.samba.org/samba/DTD/samba-doc"> +<chapter id="ProfileMgmt"> +<chapterinfo> + &author.jht; + <pubdate>April 3 2003</pubdate> +</chapterinfo> + +<title>Desktop Profile Management</title> + +<sect1> +<title>Features and Benefits</title> + +<para> +Roaming profiles are feared by some, hated by a few, loved by many, and a Godsend for +some administrators. +</para> + +<para> +Roaming profiles allow an administrator to make available a consistent user desktop +as the user moves from one machine to another. This chapter provides much information +regarding how to configure and manage roaming profiles. +</para> + +<para> +While roaming profiles might sound like nirvana to some, they are a real and tangible +problem to others. In particular, users of mobile computing tools, where often there may not +be a sustained network connection, are often better served by purely local profiles. +This chapter provides information to help the Samba administrator deal with those +situations. +</para> + +</sect1> + +<sect1> +<title>Roaming Profiles</title> + +<warning> +<para> +Roaming profiles support is different for Windows 9x/Me and Windows NT4/200x. +</para> +</warning> + +<para> +Before discussing how to configure roaming profiles, it is useful to see how +Windows 9x/Me and Windows NT4/200x clients implement these features. +</para> + +<para> +Windows 9x/Me clients send a NetUserGetInfo request to the server to get the user's +profiles location. However, the response does not have room for a separate +profiles location field, only the user's home share. This means that Windows 9x/Me +profiles are restricted to being stored in the user's home directory. +</para> + + +<para> +Windows NT4/200x clients send a NetSAMLogon RPC request, which contains many fields +including a separate field for the location of the user's profiles. +</para> + +<sect2> +<title>Samba Configuration for Profile Handling</title> + +<para> +This section documents how to configure Samba for MS Windows client profile support. +</para> + +<sect3> +<title>NT4/200x User Profiles</title> + +<para> +For example, to support Windows NT4/200x clients, set the following in the [global] section of the &smb.conf; file: +</para> + +<para> +<smbconfblock> + <smbconfoption name="logon path"> \\profileserver\profileshare\profilepath\%U\moreprofilepath</smbconfoption> +</smbconfblock> + +This is typically implemented like: + +<smbconfblock> +<smbconfoption name="logon path">\\%L\Profiles\%u</smbconfoption> +</smbconfblock> +where <quote>%L</quote> translates to the name of the Samba server and <quote>%u</quote> translates to the user name. +</para> + +<para> +The default for this option is <filename>\\%N\%U\profile</filename>, namely <filename>\\sambaserver\username\profile</filename>. +The <filename>\\%N\%U</filename> service is created automatically by the [homes] service. If you are using +a Samba server for the profiles, you must make the share that is specified in the logon path +browseable. Please refer to the man page for &smb.conf; in respect of the different +semantics of <quote>%L</quote> and <quote>%N</quote>, as well as <quote>%U</quote> and <quote>%u</quote>. +</para> + +<note> +<para> +MS Windows NT/200x clients at times do not disconnect a connection to a server between logons. It is recommended +to not use the <smbconfsection name="homes"/> meta-service name as part of the profile share path. +</para> +</note> +</sect3> + +<sect3> +<title>Windows 9x/Me User Profiles</title> + +<para> +To support Windows 9x/Me clients, you must use the <smbconfoption name="logon home"/> +parameter. Samba has been fixed so <userinput>net use /home</userinput> now works as well and it, too, relies +on the <command>logon home</command> parameter. +</para> + +<para> +By using the logon home parameter, you are restricted to putting Windows 9x/Me profiles in the user's home +directory. But wait! There is a trick you can use. If you set the following in the +<smbconfsection name="[global]"/> section of your &smb.conf; file: +</para> +<para><smbconfblock> +<smbconfoption name="logon home">\\%L\%U\.profiles</smbconfoption> +</smbconfblock></para> + +<para> +then your Windows 9x/Me clients will dutifully put their clients in a subdirectory +of your home directory called <filename>.profiles</filename> (making them hidden). +</para> + +<para> +Not only that, but <userinput>net use /home</userinput> will also work because of a feature in +Windows 9x/Me. It removes any directory stuff off the end of the home directory area +and only uses the server and share portion. That is, it looks like you +specified <filename>\\%L\%U</filename> for <smbconfoption name="logon home"/>. +</para> +</sect3> + +<sect3> +<title>Mixed Windows 9x/Me and Windows NT4/200x User Profiles</title> + +<para> +You can support profiles for Windows 9x and Windows NT clients by setting both the +<smbconfoption name="logon home"/> and <smbconfoption name="logon path"/> parameters. For example: +</para> + +<para><smbconfblock> +<smbconfoption name="logon home">\\%L\%u\.profiles</smbconfoption> +<smbconfoption name="logon path">\\%L\profiles\%u</smbconfoption> +</smbconfblock></para> + +</sect3> +<sect3> +<title>Disabling Roaming Profile Support</title> + +<para> +A question often asked is: <quote>How may I enforce use of local profiles?</quote> or +<quote>How do I disable roaming profiles?</quote> +</para> + +<para> +<indexterm><primary>roaming profiles</primary></indexterm> +There are three ways of doing this: +<indexterm><primary>windows registry settings</primary><secondary>roaming profiles</secondary></indexterm> +</para> + + +<variablelist> + <varlistentry> + <term>In &smb.conf;</term> + <listitem><para> + Affect the following settings and ALL clients will be forced to use a local profile: + <smbconfoption name="logon home"> </smbconfoption> and <smbconfoption name="logon path"> </smbconfoption> + </para> + + <para> + The arguments to these parameters must be left blank. It is necessary to include the <constant>=</constant> sign + to specifically assign the empty value. + </para></listitem> + </varlistentry> + + <varlistentry> + <term>MS Windows Registry</term> + <listitem><para> + By using the Microsoft Management Console gpedit.msc to instruct your MS Windows XP + machine to use only a local profile. This, of course, modifies registry settings. The full + path to the option is: +<screen> +Local Computer Policy\ + Computer Configuration\ + Administrative Templates\ + System\ + User Profiles\ + +Disable: Only Allow Local User Profiles +Disable: Prevent Roaming Profile Change from Propagating to the Server +</screen> + </para> </listitem> + </varlistentry> + + <varlistentry> + <term>Change of Profile Type:</term> + <listitem><para>From the start menu right-click on <guiicon>My Computer icon</guiicon>, + select <guimenuitem>Properties</guimenuitem>, click on the <guilabel>User Profiles</guilabel> + tab, select the profile you wish to change from + <guimenu>Roaming</guimenu> type to <guimenu>Local</guimenu>, and click on + <guibutton>Change Type</guibutton>. + </para></listitem> + </varlistentry> +</variablelist> + +<para> +Consult the MS Windows registry guide for your particular MS Windows version for more information +about which registry keys to change to enforce use of only local user profiles. +</para> + +<note><para> +The specifics of how to convert a local profile to a roaming profile, or a roaming profile +to a local one vary according to the version of MS Windows you are running. Consult the Microsoft MS +Windows Resource Kit for your version of Windows for specific information. +</para></note> + +</sect3> </sect2> + +<sect2> <title>Windows Client Profile Configuration Information</title> + +<sect3> <title>Windows 9x/Me Profile Setup</title> + +<para> +When a user first logs in on Windows 9X, the file user.DAT is created, as are folders +<filename>Start Menu</filename>, <filename>Desktop</filename>, <filename>Programs</filename>, and +<filename>Nethood</filename>. These directories and their contents will be merged with the local +versions stored in <filename>c:\windows\profiles\username</filename> on subsequent logins, taking the +most recent from each. You will need to use the <smbconfsection name="[global]"/> options +<smbconfoption name="preserve case">yes</smbconfoption>, +<smbconfoption name="short preserve case">yes</smbconfoption> and +<smbconfoption name="case sensitive">no</smbconfoption> +in order to maintain capital letters in shortcuts in any of the profile folders. +</para> + +<para> +The <filename>user.DAT</filename> file contains all the user's preferences. If you wish to enforce a set of preferences, +rename their <filename>user.DAT</filename> file to <filename>user.MAN</filename>, and deny them write access to this file. +</para> + +<orderedlist> + <listitem> <para> + On the Windows 9x/Me machine, go to <guimenu>Control Panel</guimenu> -> + <guimenuitem>Passwords</guimenuitem> and select the <guilabel>User Profiles</guilabel> tab. + Select the required level of roaming preferences. Press <guibutton>OK</guibutton>, but do not + allow the computer to reboot. + </para> </listitem> + + <listitem> <para> + On the Windows 9x/Me machine, go to <guimenu>Control Panel</guimenu> -> + <guimenuitem>Network</guimenuitem> -> <guimenuitem>Client for Microsoft Networks</guimenuitem> + -> <guilabel>Preferences</guilabel>. Select <guilabel>Log on to NT Domain</guilabel>. Then, + ensure that the Primary Logon is <guilabel>Client for Microsoft Networks</guilabel>. Press + <guibutton>OK</guibutton>, and this time allow the computer to reboot. + </para> </listitem> +</orderedlist> + +<para> Under Windows 9x/ME, profiles are downloaded from the Primary Logon. If you have the Primary Logon +as <quote>Client for Novell Networks</quote>, then the profiles and logon script will be downloaded from +your Novell Server. If you have the Primary Logon as <quote>Windows Logon</quote>, then the profiles will +be loaded from the local machine &smbmdash; a bit against the concept of roaming profiles, it would seem! </para> + +<para> +You will now find that the Microsoft Networks Login box contains <constant>[user, password, domain]</constant> instead +of just <constant>[user, password]</constant>. Type in the Samba server's domain name (or any other domain known to exist, +but bear in mind that the user will be authenticated against this domain and profiles downloaded from it, +if that domain logon server supports it), user name and user's password. +</para> + +<para> Once the user has been successfully validated, the Windows 9x/Me machine will inform you that +<computeroutput>The user has not logged on before</computeroutput> and asks you <computeroutput>Do you +wish to save the user's preferences?</computeroutput> Select <guibutton>Yes</guibutton>. </para> + +<para> Once the Windows 9x/Me client comes up with the desktop, you should be able to examine the +contents of the directory specified in the <smbconfoption name="logon path"/> on +the Samba server and verify that the <filename>Desktop</filename>, <filename>Start Menu</filename>, +<filename>Programs</filename> and <filename>Nethood</filename> folders have been created. </para> + +<para> These folders will be cached locally on the client, and updated when the user logs off (if +you haven't made them read-only by then). You will find that if the user creates further folders or +shortcut, that the client will merge the profile contents downloaded with the contents of the profile +directory already on the local client, taking the newest folders and shortcut from each set. </para> + +<para> If you have made the folders/files read-only on the Samba server, then you will get errors from +the Windows 9x/Me machine on logon and logout as it attempts to merge the local and remote profile. +Basically, if you have any errors reported by the Windows 9x/Me machine, check the UNIX file permissions +and ownership rights on the profile directory contents, on the Samba server. </para> + +<para> If you have problems creating user profiles, you can reset the user's local desktop cache, as +shown below. When this user next logs in, the user will be told that he/she is logging in <quote>for + the first time</quote>. + +<indexterm><primary>windows registry settings</primary><secondary>profile path</secondary></indexterm> + </para> + + +<orderedlist> + <listitem><para> + Instead of logging in under the [user, password, domain] dialog, press <guibutton>escape</guibutton>. + </para> </listitem> + + <listitem><para> + Run the <command>regedit.exe</command> program, and look in: + </para> + + <para> + <filename>HKEY_LOCAL_MACHINE\Windows\CurrentVersion\ProfileList</filename> + </para> + + <para> + You will find an entry for each user of ProfilePath. Note the contents of this key + (likely to be <filename>c:\windows\profiles\username</filename>), then delete the key + <parameter>ProfilePath</parameter> for the required user. + </para></listitem> + + <listitem><para> + Exit the registry editor. + </para></listitem> + + <listitem><para> + Search for the user's .PWL password-caching file in the <filename>c:\windows</filename> directory, and delete it. + </para></listitem> + + <listitem><para> + Log off the Windows 9x/Me client. + </para></listitem> + + <listitem><para> + Check the contents of the profile path (see <smbconfoption name="logon path"/> + described above) and delete the <filename>user.DAT</filename> or <filename>user.MAN</filename> + file for the user, making a backup if required. + </para></listitem> +</orderedlist> + +<warning><para> +Before deleting the contents of the directory listed in the <parameter>ProfilePath</parameter> +(this is likely to be <filename>c:\windows\profiles\username)</filename>, ask the owner if they have +any important files stored on their desktop or in their start menu. Delete the contents of the +directory <parameter>ProfilePath</parameter> (making a backup if any of the files are needed). +</para> + +<para> +This will have the effect of removing the local (read-only hidden system file) <filename>user.DAT</filename> +in their profile directory, as well as the local <quote>desktop,</quote> <quote>nethood,</quote> +<quote>start menu,</quote> and <quote>programs</quote> folders. +</para></warning> + +<para> +If all else fails, increase Samba's debug log levels to between 3 and 10, and/or run a packet +sniffer program such as ethereal or <command>netmon.exe</command>, and look for error messages. +</para> + +<para> If you have access to an Windows NT4/200x server, then first set up roaming profiles and/or +netlogons on the Windows NT4/200x server. Make a packet trace, or examine the example packet traces +provided with Windows NT4/200x server, and see what the differences are with the equivalent Samba trace. +</para> + +</sect3> + +<sect3> +<title>Windows NT4 Workstation</title> + +<para> When a user first logs in to a Windows NT Workstation, the profile NTuser.DAT is created. The profile +location can be now specified through the <smbconfoption name="logon path"/> parameter. +</para> + +<para> There is a parameter that is now available for use with NT Profiles: <smbconfoption name="logon drive"/>. +This should be set to <filename>H:</filename> or any other drive, and should be used in conjunction with +the new <smbconfoption name="logon home"/> parameter. </para> + +<para> The entry for the NT4 profile is a directory not a file. The NT help on Profiles mentions that a +directory is also created with a .PDS extension. The user, while logging in, must have write permission +to create the full profile path (and the folder with the .PDS extension for those situations where it +might be created.) </para> + +<para> In the profile directory, Windows NT4 creates more folders than Windows 9x/Me. It creates +<filename>Application Data</filename> and others, as well as <filename>Desktop</filename>, +<filename>Nethood</filename>, <filename>Start Menu,</filename> and <filename>Programs</filename>. +The profile itself is stored in a file <filename>NTuser.DAT</filename>. Nothing appears to be stored +in the .PDS directory, and its purpose is currently unknown. </para> + +<para> You can use the <application>System Control Panel</application> to copy a local profile onto +a Samba server (see NT Help on Profiles; it is also capable of firing up the correct location in the +<application>System Control Panel</application> for you). The NT Help file also mentions that renaming +<filename>NTuser.DAT</filename> to <filename>NTuser.MAN</filename> turns a profile into a mandatory one. +</para> + +<para> The case of the profile is significant. The file must be called <filename>NTuser.DAT</filename> +or, for a mandatory profile, <filename>NTuser.MAN</filename>. </para> </sect3> + +<sect3> <title>Windows 2000/XP Professional</title> + +<para> You must first convert the profile from a local profile to a domain profile on the MS Windows +workstation as follows: </para> + +<procedure> + <step><para> Log on as the <emphasis>local</emphasis> workstation administrator. </para></step> + + <step><para> Right-click on the <guiicon>My Computer</guiicon> Icon, select + <guimenuitem>Properties</guimenuitem>.</para></step> + + <step><para> Click on the <guilabel>User Profiles</guilabel> tab.</para></step> + + <step><para> Select the profile you wish to convert (click it once).</para></step> + + <step><para> Click on the <guibutton>Copy To</guibutton> button.</para></step> + + <step><para> In the <guilabel>Permitted to use</guilabel> box, click on the + <guibutton>Change</guibutton> button. </para></step> + + <step><para> Click on the <guilabel>Look in</guilabel> area that lists the machine name. When you click here, it will + open up a selection box. Click on the domain to which the profile must be accessible. </para> + + <note><para>You will need to log on if a logon box opens up. + For example, connect as <replaceable>DOMAIN</replaceable>\root, password: + <replaceable>mypassword</replaceable>.</para></note> </step> + + <step><para> To make the profile capable of being used by anyone, select <quote>Everyone</quote>. </para></step> + + <step><para> Click on <guibutton>OK</guibutton> and the Selection box will close. </para></step> + + <step><para> Now click on <guibutton>OK</guibutton> to create the profile in the path + you nominated. </para></step> +</procedure> + +<para> Done. You now have a profile that can be edited using the Samba <command>profiles</command> tool. +</para> + +<note><para> +Under Windows NT/200x, the use of mandatory profiles forces the use of MS Exchange storage of mail +data and keeps it out of the desktop profile. That keeps desktop profiles from becoming unusable. +</para> </note> + +<sect4> +<title>Windows XP Service Pack 1</title> + <para> + There is a security check new to Windows XP (or maybe only Windows XP service pack 1). + It can be disabled via a group policy in the Active Directory. The policy is called: + </para> + + <para> + <filename>Computer Configuration\Administrative Templates\System\User Profiles\<?latex \linebreak ?>Do not check for + user ownership of Roaming Profile Folders</filename>i + </para> + + <para> + This should be set to <constant>Enabled</constant>. + </para> + + <para> + Does the new version of Samba have an Active Directory analogue? If so, then you may be able to set the policy through this. + </para> + + <para>If you cannot set group policies in Samba, then you may be able to set the policy locally on + each machine. If you want to try this, then do the following (N.B. I do not know for sure that this + will work in the same way as a domain group policy): + </para> + + +<procedure> + <step><para>On the XP workstation, log in with an Administrative account.</para></step> + + <step><para>Click on <guimenu>Start</guimenu> -> <guimenuitem>Run</guimenuitem>.</para></step> + <step><para>Type <command>mmc</command>.</para></step> + <step><para>Click on <guibutton>OK</guibutton>.</para></step> + <step><para>A Microsoft Management Console should appear.</para></step> + <step><para>Click on <guimenu>File</guimenu> -> <guimenuitem>Add/Remove Snap-in</guimenuitem> -> <guimenuitem>Add</guimenuitem>.</para></step> + <step><para>Double-click on <guiicon>Group Policy</guiicon>.</para></step> + <step><para>Click on <guibutton>Finish</guibutton> -> <guibutton>Close</guibutton>.</para></step> + <step><para>Click on <guibutton>OK</guibutton>.</para></step> + <step><para>In the <quote>Console Root</quote> window expand <guiicon>Local Computer Policy</guiicon> -> + <guiicon>Computer Configuration</guiicon> -> <guiicon>Administrative Templates</guiicon> -> + <guiicon>System</guiicon> -> <guiicon>User Profiles</guiicon>.</para></step> + <step><para>Double-click on <guilabel>Do not check for user ownership of Roaming Profile Folders</guilabel>.</para></step> + <step><para>Select <guilabel>Enabled</guilabel>.</para></step> + <step><para>Click on <guibutton>OK</guibutton>.</para></step> + <step><para>Close the whole console. You do not need to save the settings (this refers to the + console settings rather than the policies you have changed).</para></step> + <step><para>Reboot.</para></step> +</procedure> +</sect4> +</sect3> +</sect2> + +<sect2> + <title>User Profile Hive Cleanup Service</title> + +<para> +There certain situations that cause a cached local copy of roaming profile not to be deleted on exit, even if +the policy to force such deletion is set. To deal with that situation special service was created. The application +<command>UPHClean</command> (User Profile Hive Cleanup) can be installed as service on Windows NT4/2000/XP Professional, +and Windows 2003. +</para> + +<para> +The UPHClean software package can be downloaded from <ulink url="http://www.microsoft.com/downloads/details.aspx?FamilyID=1B286E6D-8912-4E18-B570-42470E2F3582&displaylang=en">User Profile Hive Cleanup Service.</ulink> +</para> + +</sect2> + +<sect2> + <title>Sharing Profiles between W9x/Me and NT4/200x/XP Workstations</title> + +<para> Sharing of desktop profiles between Windows versions is not recommended. Desktop profiles are an +evolving phenomenon and profiles for later versions of MS Windows clients add features that may interfere +with earlier versions of MS Windows clients. Probably the more salient reason to not mix profiles is +that when logging off an earlier version of MS Windows, the older format of profile contents may overwrite +information that belongs to the newer version resulting in loss of profile information content when that +user logs on again with the newer version of MS Windows. </para> + +<para> If you then want to share the same Start Menu/Desktop with W9x/Me, you will need to specify a common +location for the profiles. The &smb.conf; parameters that need to be common are +<smbconfoption name="logon path"/> and +<smbconfoption name="logon home"/>. </para> + +<para> If you have this set up correctly, you will find separate <filename>user.DAT</filename> and +<filename>NTuser.DAT</filename> files in the same profile directory. </para> + +</sect2> + +<sect2> +<title>Profile Migration from Windows NT4/200x Server to Samba</title> + +<para> There is nothing to stop you from specifying any path that you like for the location of users' profiles. +Therefore, you could specify that the profile be stored on a Samba server, or any other SMB server, +as long as that SMB server supports encrypted passwords. </para> + +<sect3> +<title>Windows NT4 Profile Management Tools</title> + +<para> Unfortunately, the Resource Kit information is specific to the version of MS Windows NT4/200x. The +correct resource kit is required for each platform. </para> + +<para>Here is a quick guide:</para> + +<procedure> + <step><para> On your NT4 Domain Controller, right click on <guiicon>My Computer</guiicon>, then select the + tab labeled <guilabel>User Profiles</guilabel>. </para></step> + + <step><para> Select a user profile you want to migrate and click on it. </para> + + <note><para>I am using the term <quote>migrate</quote> loosely. You can copy a profile to create a group + profile. You can give the user <parameter>Everyone</parameter> rights to the profile you copy this to. That + is what you need to do, since your Samba domain is not a member of a trust relationship with your NT4 + PDC.</para></note></step> + + <step><para>Click on the <guibutton>Copy To</guibutton> button.</para></step> + + <step><para>In the box labeled <guilabel>Copy Profile to</guilabel> add your new path, e.g., + <filename>c:\temp\foobar</filename></para></step> + + <step><para>Click on <guibutton>Change</guibutton> in the <guilabel>Permitted to use</guilabel> box.</para></step> + + <step><para>Click on the group <quote>Everyone</quote>, click on <guibutton>OK</guibutton>. This + closes the <quote>choose user</quote> box.</para></step> + + <step><para>Now click on <guibutton>OK</guibutton>.</para></step> +</procedure> + +<para> Follow the above for every profile you need to migrate. </para> + +</sect3> + +<sect3> +<title>Side Bar Notes</title> + + +<para> +<indexterm><primary>SID</primary></indexterm> +You should obtain the SID of your NT4 domain. You can use smbpasswd to do this. Read the man +page.</para> + +</sect3> + +<sect3> <title>moveuser.exe</title> + +<para> The Windows 200x professional resource kit has <command>moveuser.exe</command>. <command>moveuser.exe</command> changes the security of a profile +from one user to another. This allows the account domain to change, and/or the user name to change.</para> + +<para> +This command is like the Samba <command>profiles</command> tool. +</para> + +</sect3> + +<sect3> +<title>Get SID</title> + +<para> +<indexterm><primary>SID</primary></indexterm> +You can identify the SID by using <command>GetSID.exe</command> from the Windows NT Server 4.0 Resource Kit. </para> + +<para> Windows NT 4.0 stores the local profile information in the registry under the following key: +<filename>HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows NT\CurrentVersion\ProfileList</filename> </para> + +<para> Under the ProfileList key, there will be subkeys named with the SIDs of the users who have logged +on to this computer. (To find the profile information for the user whose locally cached profile you want +to move, find the SID for the user with the <command>GetSID.exe</command> utility.) Inside the appropriate user's subkey, +you will see a string value named <parameter>ProfileImagePath</parameter>. </para> + +</sect3> </sect2> </sect1> + +<sect1> <title>Mandatory Profiles</title> + +<para> +<indexterm><primary>mandatory profiles</primary></indexterm> +A Mandatory Profile is a profile that the user does not have the ability to overwrite. During the +user's session, it may be possible to change the desktop environment, however, as the user logs out all changes +made will be lost. If it is desired to not allow the user any ability to change the desktop environment, +then this must be done through policy settings. See the previous chapter. </para> + +<note><para> Under NO circumstances should the profile directory (or its +contents) be made read-only as this may render the profile un-usable. +Where it is essential to make a profile read-only within the UNIX file +system, this can be done but then you absolutely must use the +<command>fake-permissions</command> VFS module to instruct MS Windows +NT/200x/XP clients that the Profile has write permission for the user. +See <link linkend="fakeperms">fake_perms VFS module</link>. </para></note> + +<para> For MS Windows NT4/200x/XP, the above method can also be used to create mandatory profiles. To +convert a group profile into a mandatory profile, simply locate the <filename>NTUser.DAT</filename> file in the copied profile +and rename it to <filename>NTUser.MAN</filename>. </para> + +<para> For MS Windows 9x/ME, it is the <filename>User.DAT</filename> file that must be renamed to +<filename>User.MAN</filename> to effect a mandatory profile. </para> + +</sect1> + +<sect1> +<title>Creating and Managing Group Profiles</title> + +<para> +<indexterm><primary>group profiles</primary></indexterm> +Most organizations are arranged into departments. There is a nice benefit in this fact since usually +most users in a department require the same desktop applications and the same desktop layout. MS +Windows NT4/200x/XP will allow the use of Group Profiles. A Group Profile is a profile that is created +first using a template (example) user. Then using the profile migration tool (see above), the profile is +assigned access rights for the user group that needs to be given access to the group profile. </para> + +<para> The next step is rather important. Instead of assigning a group profile to users (Using User Manager) +on a <quote>per user</quote> basis, the group itself is assigned the now modified profile. </para> + +<note> +<para> Be careful with Group Profiles. If the user who is a member of a group also has a personal +profile, then the result will be a fusion (merge) of the two. </para> +</note> + +</sect1> + +<sect1> +<title>Default Profile for Windows Users</title> + +<para> +<indexterm><primary>default profile</primary></indexterm> +MS Windows 9x/Me and NT4/200x/XP will use a default profile for any user for whom a profile +does not already exist. Armed with a knowledge of where the default profile is located on the Windows +workstation, and knowing which registry keys effect the path from which the default profile is created, +it is possible to modify the default profile to one that has been optimized for the site. This has +significant administrative advantages. </para> + +<sect2> +<title>MS Windows 9x/Me</title> + +<para> To enable default per use profiles in Windows 9x/ME, you can either use the <application>Windows +98 System Policy Editor</application> or change the registry directly. </para> + +<para> To enable default per user profiles in Windows 9x/ME, launch the <application>System Policy +Editor</application>, then select <guimenu>File</guimenu> -> <guimenuitem>Open Registry</guimenuitem>, +next click on the <guiicon>Local Computer</guiicon> icon, click on <guilabel>Windows 98 System</guilabel>, +select <guilabel>User Profiles</guilabel>, and click on the enable box. Remember to save the registry +changes. </para> + +<para> To modify the registry directly, launch the <application>Registry Editor</application> +(<command>regedit.exe</command>) and select the hive <filename>HKEY_LOCAL_MACHINE\Network\Logon</filename>. Now +add a DWORD type key with the name <quote>User Profiles,</quote> to +enable user profiles to set the value +to 1; to disable user profiles set it to 0. </para> + +<sect3> +<title>User Profile Handling with Windows 9x/Me</title> + +<para> When a user logs on to a Windows 9x/Me machine, the local profile path, +<filename>HKEY_LOCAL_MACHINE\Software\Microsoft\Windows\CurrentVersion\ProfileList</filename>, is checked +for an existing entry for that user. </para> + +<para> If the user has an entry in this registry location, Windows 9x/Me checks for a locally cached +version of the user profile. Windows 9x/Me also checks the user's home directory (or other specified +directory if the location has been modified) on the server for the User Profile. If a profile exists +in both locations, the newer of the two is used. If the User Profile exists on the server, but does not +exist on the local machine, the profile on the server is downloaded and used. If the User Profile only +exists on the local machine, that copy is used. </para> + +<para> If a User Profile is not found in either location, the Default User Profile from the Windows +9x/Me machine is used and copied to a newly created folder for the logged on user. At log off, any +changes that the user made are written to the user's local profile. If the user has a roaming profile, +the changes are written to the user's profile on the server. </para> + +</sect3> </sect2> + +<sect2> +<title>MS Windows NT4 Workstation</title> + +<para> On MS Windows NT4, the default user profile is obtained from the location +<filename>%SystemRoot%\Profiles</filename> which in a default installation will translate to +<filename>C:\Windows NT\Profiles</filename>. Under this directory on a clean install there will be three +(3) directories: <filename>Administrator</filename>, <filename>All +Users,</filename> and <filename>Default +User</filename>. </para> + +<para> The <filename>All Users</filename> directory contains menu settings that are common across all +system users. The <filename>Default User</filename> directory contains menu entries that are customizable +per user depending on the profile settings chosen/created. </para> + +<para> When a new user first logs onto an MS Windows NT4 machine, a new profile is created from: </para> + +<itemizedlist> + <listitem><para>All Users settings.</para></listitem> + <listitem><para>Default User settings (contains the default <filename>NTUser.DAT</filename> file).</para></listitem> +</itemizedlist> + +<para> When a user logs onto an MS Windows NT4 machine that is a member of a Microsoft security domain, + the following steps are followed in respect of profile handling: + +<indexterm><primary>NTConfig.POL</primary></indexterm> +</para> + + +<procedure> + <step> <para> The users' account information that is obtained during the logon process + contains the location of the users' desktop profile. The profile path may be local to + the machine or it may be located on a network share. If there exists a profile at the + location of the path from the user account, then this profile is copied to the location + <filename>%SystemRoot%\Profiles\%USERNAME%</filename>. This profile then inherits the settings + in the <filename>All Users</filename> profile in the <filename>%SystemRoot%\Profiles</filename> + location. </para> </step> + + <step> <para> If the user account has a profile path, but at its location a profile does not + exist, then a new profile is created in the <filename>%SystemRoot%\Profiles\%USERNAME%</filename> + directory from reading the <filename>Default User</filename> profile. </para> </step> + + <step> <para> If the NETLOGON share on the authenticating server (logon server) contains + a policy file (<filename>NTConfig.POL</filename>), then its contents are applied to the + <filename>NTUser.DAT</filename> which is applied to the <filename>HKEY_CURRENT_USER</filename> + part of the registry. + </para> </step> + + <step> <para> When the user logs out, if the profile is set to be a roaming profile it will be + written out to the location of the profile. The <filename>NTuser.DAT</filename> file is then + recreated from the contents of the <filename>HKEY_CURRENT_USER</filename> contents. Thus, + should there not exist in the NETLOGON share an <filename>NTConfig.POL</filename> at the next + logon, the effect of the previous <filename>NTConfig.POL</filename> will still be held in the + profile. The effect of this is known as tattooing. + </para> </step> +</procedure> + +<para> MS Windows NT4 profiles may be <emphasis>local</emphasis> or <emphasis>roaming</emphasis>. A local +profile will stored in the <filename>%SystemRoot%\Profiles\%USERNAME%</filename> location. A roaming +profile will also remain stored in the same way, unless the following registry key is created as shown: </para> + +<para><screen> HKEY_LOCAL_MACHINE\SYSTEM\Software\Microsoft\Windows NT\CurrentVersion\ +winlogon\"DeleteRoamingCache"=dword:0000000 + </screen> +In this case, the local copy (in <filename>%SystemRoot%\Profiles\%USERNAME%</filename>) will be deleted +on logout.</para> + +<para> Under MS Windows NT4, default locations for common resources like <filename>My Documents</filename> +may be redirected to a network share by modifying the following registry keys. These changes may be +affected via use of the System Policy Editor. To do so may require that you create your own template +extension for the policy editor to allow this to be done through the GUI. Another way to do this is by +way of first creating a default user profile, then while logged in as that user, run <command>regedt32</command> to edit +the key settings. </para> + +<para> +The Registry Hive key that affects the behavior of folders that are part of the default user +profile are controlled by entries on Windows NT4 is: +<screen> +HKEY_CURRENT_USER + \Software + \Microsoft + \Windows + \CurrentVersion + \Explorer + \User Shell Folders +</screen> +<indexterm><primary>windows registry settings</primary><secondary>default profile locations</secondary></indexterm> +</para> + +<para> The above hive key contains a list of automatically managed +folders. The default entries are shown in <link linkend="ProfileLocs">the next table</link>. +</para> + +<table frame="all" id="ProfileLocs"> + <title>User Shell Folder Registry Keys Default Values</title> + <tgroup cols="2"> + <colspec align="left"/> + <colspec align="left"/> + <thead> + <row><entry>Name</entry><entry>Default Value</entry></row> + </thead> + <tbody> + <row><entry>AppData</entry><entry>%USERPROFILE%\Application Data</entry></row> + <row><entry>Desktop</entry><entry>%USERPROFILE%\Desktop</entry></row> + <row><entry>Favorites</entry><entry>%USERPROFILE%\Favorites</entry></row> + <row><entry>NetHood</entry><entry>%USERPROFILE%\NetHood</entry></row> + <row><entry>PrintHood</entry><entry>%USERPROFILE%\PrintHood</entry></row> + <row><entry>Programs</entry><entry>%USERPROFILE%\Start Menu\Programs</entry></row> + <row><entry>Recent</entry><entry>%USERPROFILE%\Recent</entry></row> + <row><entry>SendTo</entry><entry>%USERPROFILE%\SendTo</entry></row> + <row><entry>Start Menu </entry><entry>%USERPROFILE%\Start Menu</entry></row> + <row><entry>Startup</entry><entry>%USERPROFILE%\Start Menu\Programs\Startup</entry></row> + </tbody> + </tgroup> +</table> + +<para> The registry key that contains the location of the default profile settings is: </para> + +<para> <filename>HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\Explorer\<?latex \linebreak ?> +User Shell Folders</filename> </para> + +<para> The default entries are shown in <link linkend="regkeys">the next table</link>.</para> + +<table frame="all" id="regkeys"> + <title>Defaults of Profile Settings Registry Keys</title> + <tgroup cols="2"> + <colspec align="left"/> + <colspec align="left"/> + <tbody> + <row><entry>Common Desktop</entry><entry>%SystemRoot%\Profiles\All Users\Desktop</entry></row> + <row><entry>Common Programs</entry><entry>%SystemRoot%\Profiles\All Users\Programs</entry></row> + <row><entry>Common Start Menu</entry><entry>%SystemRoot%\Profiles\All Users\Start Menu</entry></row> + <row><entry>Common Startup</entry><entry>%SystemRoot%\Profiles\All Users\Start Menu\Programs\Startup</entry></row> + </tbody> + </tgroup> +</table> + +</sect2> + +<sect2> <title>MS Windows 200x/XP</title> + +<note><para> +<indexterm><primary>GPOs</primary></indexterm> +MS Windows XP Home Edition does use default per user profiles, but cannot participate +in domain security, cannot log onto an NT/ADS-style domain, and thus can obtain the profile only +from itself. While there are benefits in doing this, the beauty of those MS Windows clients that +can participate in domain logon processes allows the administrator to create a global default +profile and enforce it through the use of Group Policy Objects (GPOs). +</para></note> + +<para> When a new user first logs onto an MS Windows 200x/XP machine, the default profile is obtained from +<filename>C:\Documents and Settings\Default User</filename>. The administrator can modify or change the +contents of this location and MS Windows 200x/XP will gladly use it. This is far from the optimum arrangement +since it will involve copying a new default profile to every MS Windows 200x/XP client workstation. </para> + +<para> When MS Windows 200x/XP participates in a domain security context, and if the default user profile is + not found, then the client will search for a default profile in the NETLOGON share of the authenticating + server. In MS Windows parlance,<?latex \linebreak ?><filename>%LOGONSERVER%\NETLOGON\Default User,</filename> and if one +exists there it will copy this to the workstation to the <filename>C:\Documents and Settings\</filename> +under the Windows login name of the user. </para> + +<note> <para> This path translates, in Samba parlance, to the &smb.conf; +<smbconfsection name="[NETLOGON]"/> share. The directory should be created at the root +of this share and must be called <filename>Default User</filename>. +</para> </note> + +<para> If a default profile does not exist in this location, then MS Windows 200x/XP will use the local +default profile. </para> + +<para> On logging out, the users' desktop profile will be stored to the location specified in the registry +settings that pertain to the user. If no specific policies have been created or passed to the client +during the login process (as Samba does automatically), then the user's profile will be written to the +local machine only under the path <filename>C:\Documents and Settings\%USERNAME%</filename>. </para> + +<para> Those wishing to modify the default behavior can do so through these three methods: </para> + +<itemizedlist> + <listitem> <para> Modify the registry keys on the local machine manually and place the new + default profile in the NETLOGON share root. This is not recommended as it is maintenance intensive. + </para> </listitem> + + <listitem> <para> Create an NT4-style NTConfig.POL file that specified this behavior and locate + this file in the root of the NETLOGON share along with the new default profile. </para> </listitem> + + <listitem> <para> Create a GPO that enforces this through Active Directory, and place the new + default profile in the NETLOGON share. </para> </listitem> +</itemizedlist> + +<para>The registry hive key that effects the behavior of folders that are part of the default user +profile are controlled by entries on Windows 200x/XP is: </para> + +<para> <filename>HKEY_CURRENT_USER\Software\Microsoft\Windows\CurrentVersion\Explorer\User Shell +Folders\</filename> </para> + +<para> +The above hive key contains a list of automatically managed folders. The default entries are shown +in <link linkend="defregpthkeys">the next table</link> +<indexterm><primary>windows registry settings</primary><secondary>default profile locations</secondary></indexterm> +</para> + + +<table frame="all" id="defregpthkeys"> + <title>Defaults of Default User Profile Paths Registry Keys</title> + <tgroup cols="2"> + <colspec align="left"/> + <colspec align="left"/> + <thead> + <row><entry>Name</entry><entry>Default Value</entry></row> + </thead> + <tbody> + <row><entry>AppData</entry><entry>%USERPROFILE%\Application Data</entry></row> + <row><entry>Cache</entry><entry>%USERPROFILE%\Local Settings\Temporary Internet Files</entry></row> + <row><entry>Cookies</entry><entry>%USERPROFILE%\Cookies</entry></row> + <row><entry>Desktop</entry><entry>%USERPROFILE%\Desktop</entry></row> + <row><entry>Favorites</entry><entry>%USERPROFILE%\Favorites</entry></row> + <row><entry>History</entry><entry>%USERPROFILE%\Local Settings\History</entry></row> + <row><entry>Local AppData</entry><entry>%USERPROFILE%\Local Settings\Application Data</entry></row> + <row><entry>Local Settings</entry><entry>%USERPROFILE%\Local Settings</entry></row> + <row><entry>My Pictures</entry><entry>%USERPROFILE%\My Documents\My Pictures</entry></row> + <row><entry>NetHood</entry><entry>%USERPROFILE%\NetHood</entry></row> + <row><entry>Personal</entry><entry>%USERPROFILE%\My Documents</entry></row> + <row><entry>PrintHood</entry><entry>%USERPROFILE%\PrintHood</entry></row> + <row><entry>Programs</entry><entry>%USERPROFILE%\Start Menu\Programs</entry></row> + <row><entry>Recent</entry><entry>%USERPROFILE%\Recent</entry></row> + <row><entry>SendTo</entry><entry>%USERPROFILE%\SendTo</entry></row> + <row><entry>Start Menu</entry><entry>%USERPROFILE%\Start Menu</entry></row> + <row><entry>Startup</entry><entry>%USERPROFILE%\Start Menu\Programs\Startup</entry></row> + <row><entry>Templates</entry><entry>%USERPROFILE%\Templates</entry></row> + </tbody> + </tgroup> +</table> + +<para> There is also an entry called <quote>Default</quote> that has no value set. The default entry is +of type <constant>REG_SZ</constant>, all the others are of type <constant>REG_EXPAND_SZ</constant>. </para> + +<para> It makes a huge difference to the speed of handling roaming user profiles if all the folders are +stored on a dedicated location on a network server. This means that it will not be necessary to write +the Outlook PST file over the network for every login and logout. </para> + +<para> To set this to a network location, you could use the following examples: </para> + +<para><filename>%LOGONSERVER%\%USERNAME%\Default Folders</filename></para> + +<para> This would store the folders in the user's home directory under a directory called <filename>Default +Folders</filename>. You could also use: </para> + +<para><filename>\\<replaceable>SambaServer</replaceable>\<replaceable>FolderShare</replaceable>\%USERNAME%</filename></para> + +<para> +in which case the default folders will be stored in the server named <replaceable>SambaServer</replaceable> +in the share called <replaceable>FolderShare</replaceable> under a directory that has the name of the +MS Windows user as seen by the Linux/UNIX file system. </para> + +<para> Please note that once you have created a default profile share, you MUST migrate a user's profile +(default or custom) to it. </para> + +<para> MS Windows 200x/XP profiles may be <emphasis>Local</emphasis> or <emphasis>Roaming</emphasis>. + A roaming profile will be cached locally unless the following registry key is created: + +<indexterm><primary>delete roaming profiles</primary></indexterm> +</para> + + +<para> <programlisting> HKEY_LOCAL_MACHINE\SYSTEM\Software\Microsoft\Windows NT\CurrentVersion\ + winlogon\"DeleteRoamingCache"=dword:00000001</programlisting></para> + +<para> +In this case, the local cache copy will be deleted on logout. +</para> +</sect2> +</sect1> + +<sect1> <title>Common Errors</title> + +<para> +The following are some typical errors, problems and questions that have been asked on the Samba mailing lists. +</para> + +<sect2> +<title>Configuring Roaming Profiles for a Few Users or Groups</title> + +<para> +With Samba-2.2.x, the choice you have is to enable or disable roaming profiles support. It is a +global only setting. The default is to have roaming profiles and the default path will locate them in +the user's home directory. +</para> + +<para> +If disabled globally, then no one will have roaming profile ability. If enabled and you want it +to apply only to certain machines, then on those machines on which roaming profile support is not wanted +it is then necessary to disable roaming profile handling in the registry of each such machine. +</para> + +<para> +With Samba-3, you can have a global profile setting in &smb.conf; and you can override this by +per-user settings using the Domain User Manager (as with MS Windows NT4/ Win 200xx). </para> + +<para> In any case, you can configure only one profile per user. That profile can be either: </para> + +<itemizedlist> + <listitem><para>A profile unique to that user.</para></listitem> + <listitem><para>A mandatory profile (one the user cannot change).</para></listitem> + <listitem><para>A group profile (really should be mandatory, that is unchangable).</para></listitem> +</itemizedlist> + +</sect2> + +<sect2> <title>Cannot Use Roaming Profiles</title> + +<para> A user requested the following: <quote> I do not want Roaming profiles to be implemented. I want +to give users a local profile alone. Please help me, I am totally lost with this error. For the past +two days I tried everything, I googled around but found no useful pointers. Please help me. </quote></para> + +<para> The choices are: </para> + +<variablelist> + <varlistentry> + <term>Local profiles</term> <listitem><para> I know of no registry keys that will allow + auto-deletion of LOCAL profiles on log out.</para></listitem> + </varlistentry> + + <varlistentry> + <term>Roaming profiles</term> <listitem><para> As a user logs onto the network, a centrally + stored profile is copied to the workstation to form a local profile. This local profile + will persist (remain on the workstation disk) unless a registry key is changed that will + cause this profile to be automatically deleted on logout. </para></listitem> + </varlistentry> +</variablelist> + +<para>The roaming profile choices are: </para> + +<variablelist> + <varlistentry> + <term>Personal roaming profiles</term> <listitem><para> These are typically stored in + a profile share on a central (or conveniently located local) server. </para> + + <para> Workstations cache (store) a local copy of the profile. This cached + copy is used when the profile cannot be downloaded at next logon. </para></listitem> + </varlistentry> + + <varlistentry> + <term>Group profiles</term> <listitem><para>These are loaded from a central profile + server.</para></listitem> + </varlistentry> + + <varlistentry> + <term>Mandatory profiles</term> <listitem><para> Mandatory profiles can be created for + a user as well as for any group that a user is a member of. Mandatory profiles cannot be + changed by ordinary users. Only the administrator can change or reconfigure a mandatory + profile. </para></listitem> + </varlistentry> +</variablelist> + +<para> A Windows NT4/200x/XP profile can vary in size from 130KB to very large. Outlook PST files are +most often part of the profile and can be many GB in size. On average (in a well controlled environment), +roaming profile size of 2MB is a good rule of thumb to use for planning purposes. In an undisciplined +environment, I have seen up to 2GB profiles. Users tend to complain when it takes an hour to log onto a +workstation but they harvest the fruits of folly (and ignorance). </para> + +<para> The point of all the above is to show that roaming profiles and good controls of how they can be +changed as well as good discipline make up for a problem-free site. </para> + +<para> Microsoft's answer to the PST problem is to store all email in an MS Exchange Server backend. This +removes the need for a PST file. </para> + +<para>Local profiles mean: </para> + +<itemizedlist> + <listitem><para>If each machine is used by many users, then much local disk storage is needed + for local profiles.</para></listitem> <listitem><para>Every workstation the user logs into has + its own profile; these can be very different from machine to machine.</para></listitem> +</itemizedlist> + +<para> On the other hand, use of roaming profiles means: </para> + +<itemizedlist> + <listitem><para>The network administrator can control the desktop environment of all users.</para></listitem> + <listitem><para>Use of mandatory profiles drastically reduces network management overheads.</para></listitem> + <listitem><para>In the long run, users will experience fewer problems.</para></listitem> +</itemizedlist> + +</sect2> + +<sect2> +<title>Changing the Default Profile</title> + +<para><quote>When the client logs onto the Domain Controller, it searches +for a profile to download. Where do I put this default profile?</quote></para> + +<para> +<indexterm><primary>default profile</primary></indexterm> +First, the Samba server needs to be configured as a Domain Controller. This can be done by +setting in &smb.conf;: </para> + +<smbconfblock> +<smbconfoption name="security">user</smbconfoption> +<smbconfoption name="os level">32 (or more)</smbconfoption> +<smbconfoption name="domain logons">Yes</smbconfoption> +</smbconfblock> + +<para> There must be a <smbconfsection name="[netlogon]"/> share that is world readable. It is +a good idea to add a logon script to pre-set printer and drive connections. There is also a facility +for automatically synchronizing the workstation time clock with that of the logon server (another good +thing to do). </para> + +<note><para> To invoke auto-deletion of roaming profile from the local workstation cache (disk storage), use +the <application>Group Policy Editor</application> to create a file called <filename>NTConfig.POL</filename> +with the appropriate entries. This file needs to be located in the <smbconfsection name="netlogon"/> +share root directory.</para></note> + +<para> Windows clients need to be members of the domain. Workgroup machines do not use network logons +so they do not interoperate with domain profiles. </para> + +<para> For roaming profiles, add to &smb.conf;: </para> + +<smbconfblock> +<smbconfoption name="logon path">\\%N\profiles\%U</smbconfoption> +<smbconfcomment>Default logon drive is Z:</smbconfcomment> +<smbconfoption name="logon drive">H:</smbconfoption> +<smbconfcomment>This requires a PROFILES share that is world writable.</smbconfcomment> +</smbconfblock> + +</sect2> +</sect1> +</chapter> |