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diff --git a/docs/docbook/projdoc/upgrading-to-3.0.xml b/docs/docbook/projdoc/upgrading-to-3.0.xml new file mode 100644 index 0000000000..cb49f5d95d --- /dev/null +++ b/docs/docbook/projdoc/upgrading-to-3.0.xml @@ -0,0 +1,612 @@ +<chapter id="upgrading-to-3.0"> +<chapterinfo> + &author.jelmer; + &author.jht; + &author.jerry; + <pubdate>June 30, 2003</pubdate> +</chapterinfo> + +<title>Upgrading from Samba-2.x to Samba-3.0.0</title> + +<para> +This chapter deals exclusively with the differences between Samba-3.0.0 and Samba-2.2.8a. +It points out where configuration parameters have changed, and provides a simple guide for +the move from 2.2.x to 3.0.0. +</para> + +<sect1> +<title>Quick Migration Guide</title> + +<para> +Samba-3.0.0 default behavior should be approximately the same as Samba-2.2.x. +The default behavior when the new parameter <smbconfoption><name>passdb backend</name></smbconfoption> +is not defined in the &smb.conf; file provides the same default behviour as Samba-2.2.x +with <smbconfoption><name>encrypt passwords</name><value>Yes</value></smbconfoption>, and +will use the <filename>smbpasswd</filename> database. +</para> + +<para> +So why say that <emphasis>behavior should be approximately the same as Samba-2.2.x?</emphasis> Because +Samba-3.0.0 can negotiate new protocols, such as support for native Unicode, that may result in +differing protocol code paths being taken. The new behavior under such circumstances is not +exactly the same as the old one. The good news is that the domain and machine SIDs will be +preserved across the upgrade. +</para> + +<para> +If the Samba-2.2.x system was using an LDAP backend, and there is no time to update the LDAP +database, then make sure that <smbconfoption><name>passdb backend</name><value>ldapsam_compat</value></smbconfoption> +is specified in the &smb.conf; file. For the rest, behavior should remain more or less the same. +At a later date, when there is time to implement a new Samba-3 compatible LDAP backend, it is possible +to migrate the old LDAP database to the new one through use of the <command>pdbedit</command>. +See <link linkend="pdbeditthing"/>. +</para> + +</sect1> + +<sect1> +<title>New Features in Samba-3</title> + +<para> +The major new features are: +</para> + +<orderedlist numeration="arabic"> + <listitem><para> + Active Directory support. This release is able to join an ADS realm + as a member server and authenticate users using LDAP/kerberos. + </para></listitem> + + <listitem><para> + Unicode support. Samba will now negotiate unicode on the wire and + internally there is a much better infrastructure for multi-byte + and unicode character sets. + </para></listitem> + + <listitem><para> + New authentication system. The internal authentication system has + been almost completely rewritten. Most of the changes are internal, + but the new authoring system is also very configurable. + </para></listitem> + + <listitem><para> + New filename mangling system. The filename mangling system has been + completely rewritten. An internal database now stores mangling maps + persistently. + </para></listitem> + + <listitem><para> + New <quote>net</quote> command. A new <quote>net</quote> command has been added. It is + somewhat similar to the <quote>net</quote> command in Windows. Eventually, we + plan to replace a bunch of other utilities (such as smbpasswd) + with subcommands in <quote>net</quote>. + </para></listitem> + + <listitem><para> + Samba now negotiates NT-style status32 codes on the wire. This + considerably improves error handling. + </para></listitem> + + <listitem><para> + Better Windows 200x/XP printing support including publishing + printer attributes in Active Directory. + </para></listitem> + + <listitem><para> + New loadable RPC modules for passdb backends and character sets. + </para></listitem> + + <listitem><para> + New default dual-daemon winbindd support for better performance. + </para></listitem> + + <listitem><para> + Support for migrating from a Windows NT 4.0 domain to a Samba + domain and maintaining user, group and domain SIDs. + </para></listitem> + + <listitem><para> + Support for establishing trust relationships with Windows NT 4.0 + Domain Controllers. + </para></listitem> + + <listitem><para> + Initial support for a distributed Winbind architecture using + an LDAP directory for storing SID to UID/GID mappings. + </para></listitem> + + <listitem><para> + Major updates to the Samba documentation tree. + </para></listitem> + + <listitem><para> + Full support for client and server SMB signing to ensure + compatibility with default Windows 2003 security settings. + </para></listitem> +</orderedlist> + +<para> +Plus lots of other improvements! +</para> + +</sect1> + +<sect1> +<title>Configuration Parameter Changes</title> + +<para> +This section contains a brief listing of changes to &smb.conf; options +in the 3.0.0 release. Please refer to the smb.conf(5) man page for +complete descriptions of new or modified parameters. +</para> + +<sect2> +<title>Removed Parameters</title> + +<para>(Ordered Alphabetically):</para> + +<itemizedlist> + <listitem><para>admin log </para></listitem> + <listitem><para>alternate permissions </para></listitem> + <listitem><para>character set </para></listitem> + <listitem><para>client codepage </para></listitem> + <listitem><para>code page directory </para></listitem> + <listitem><para>coding system </para></listitem> + <listitem><para>domain admin group </para></listitem> + <listitem><para>domain guest group </para></listitem> + <listitem><para>force unknown acl user </para></listitem> + <listitem><para>nt smb support </para></listitem> + <listitem><para>post script </para></listitem> + <listitem><para>printer driver </para></listitem> + <listitem><para>printer driver file </para></listitem> + <listitem><para>printer driver location </para></listitem> + <listitem><para>status </para></listitem> + <listitem><para>stip dot </para></listitem> + <listitem><para>total print jobs </para></listitem> + <listitem><para>use rhosts </para></listitem> + <listitem><para>valid chars </para></listitem> + <listitem><para>vfs options </para></listitem> +</itemizedlist> + +</sect2> + +<sect2> +<title>New Parameters</title> + +<para>(New parameters have been grouped by function):</para> + +<para>Remote Management</para> + +<itemizedlist> + <listitem><para>abort shutdown script </para></listitem> + <listitem><para>shutdown script </para></listitem> +</itemizedlist> + +<para>User and Group Account Management:</para> + +<itemizedlist> + <listitem><para>add group script </para></listitem> + <listitem><para>add machine script </para></listitem> + <listitem><para>add user to group script </para></listitem> + <listitem><para>algorithmic rid base </para></listitem> + <listitem><para>delete group script </para></listitem> + <listitem><para>delete user from group script </para></listitem> + <listitem><para>passdb backend </para></listitem> + <listitem><para>set primary group script </para></listitem> +</itemizedlist> + +<para>Authentication:</para> + +<itemizedlist> + <listitem><para>auth methods </para></listitem> + <listitem><para>realm </para></listitem> +</itemizedlist> + +<para>Protocol Options:</para> + +<itemizedlist> + <listitem><para>client lanman auth </para></listitem> + <listitem><para>client NTLMv2 auth </para></listitem> + <listitem><para>client schannel </para></listitem> + <listitem><para>client signing </para></listitem> + <listitem><para>client use spnego </para></listitem> + <listitem><para>disable netbios </para></listitem> + <listitem><para>ntlm auth </para></listitem> + <listitem><para>paranoid server security </para></listitem> + <listitem><para>server schannel </para></listitem> + <listitem><para>server signing </para></listitem> + <listitem><para>smb ports </para></listitem> + <listitem><para>use spnego </para></listitem> +</itemizedlist> + +<para>File Service:</para> + +<itemizedlist> + <listitem><para>get quota command </para></listitem> + <listitem><para>hide special files </para></listitem> + <listitem><para>hide unwriteable files </para></listitem> + <listitem><para>hostname lookups </para></listitem> + <listitem><para>kernel change notify </para></listitem> + <listitem><para>mangle prefix </para></listitem> + <listitem><para>map acl inherit </para></listitem> + <listitem><para>msdfs proxy </para></listitem> + <listitem><para>set quota command </para></listitem> + <listitem><para>use sendfile </para></listitem> + <listitem><para>vfs objects </para></listitem> +</itemizedlist> + +<para>Printing:</para> + +<itemizedlist> + <listitem><para>max reported print jobs </para></listitem> +</itemizedlist> + + +<para>Unicode and Character Sets:</para> + +<itemizedlist> + <listitem><para>display charset </para></listitem> + <listitem><para>dos charset </para></listitem> + <listitem><para>unicode </para></listitem> + <listitem><para>UNIX charset </para></listitem> +</itemizedlist> + +<para>SID to UID/GID Mappings:</para> + +<itemizedlist> + <listitem><para>idmap backend </para></listitem> + <listitem><para>idmap gid </para></listitem> + <listitem><para>idmap uid </para></listitem> + <listitem><para>winbind enable local accounts </para></listitem> + <listitem><para>winbind trusted domains only </para></listitem> + <listitem><para>template primary group </para></listitem> + <listitem><para>enable rid algorithm </para></listitem> +</itemizedlist> + +<para>LDAP:</para> + +<itemizedlist> + <listitem><para>ldap delete dn </para></listitem> + <listitem><para>ldap group suffix </para></listitem> + <listitem><para>ldap idmap suffix </para></listitem> + <listitem><para>ldap machine suffix </para></listitem> + <listitem><para>ldap passwd sync </para></listitem> + <listitem><para>ldap trust ids </para></listitem> + <listitem><para>ldap user suffix </para></listitem> +</itemizedlist> + +<para>General Configuration:</para> + +<itemizedlist> + <listitem><para>preload modules </para></listitem> + <listitem><para>private dir </para></listitem> +</itemizedlist> + +</sect2> + +<sect2> +<title>Modified Parameters (Changes in Behavior):</title> + +<itemizedlist> + <listitem><para>encrypt passwords (enabled by default) </para></listitem> + <listitem><para>mangling method (set to hash2 by default) </para></listitem> + <listitem><para>passwd chat </para></listitem> + <listitem><para>passwd program </para></listitem> + <listitem><para>password server </para></listitem> + <listitem><para>restrict anonymous (integer value) </para></listitem> + <listitem><para>security (new ads value) </para></listitem> + <listitem><para>strict locking (enabled by default) </para></listitem> + <listitem><para>winbind cache time (increased to 5 minutes) </para></listitem> + <listitem><para>winbind uid (deprecated in favor of idmap uid) </para></listitem> + <listitem><para>winbind gid (deprecated in favor of idmap gid) </para></listitem> +</itemizedlist> + +</sect2> + +</sect1> + +<sect1> +<title>New Functionality</title> + + <sect2> + <title>Databases</title> + + <para> + This section contains brief descriptions of any new databases + introduced in Samba-3. Please remember to backup your existing + ${lock directory}/*tdb before upgrading to Samba-3. Samba will + upgrade databases as they are opened (if necessary), but downgrading + from 3.0 to 2.2 is an unsupported path. + </para> + + <para> + The new tdb files are described in <link linkend="tdbfiledesc"/>. + </para> + + + <table frame='all' id="tdbfiledesc"><title>TDB File Descriptions</title> + <tgroup cols='3'> + <colspec align="left"/> + <colspec align="justify" colwidth="1*"/> + <colspec align="left"/> + <thead> + <row> + <entry align="left">Name</entry> + <entry align="justify">Description</entry> + <entry align="center">Backup?</entry> + </row> + </thead> + <tbody> + <row> + <entry>account_policy</entry> + <entry>User policy settings</entry> + <entry>yes</entry> + </row> + <row> + <entry>gencache</entry> + <entry>Generic caching db</entry> + <entry>no</entry> + </row> + <row> + <entry>group_mapping</entry> + <entry><para>Mapping table from Windows groups/SID to UNIX groups</para></entry> + <entry>yes</entry> + </row> + <row> + <entry>idmap</entry> + <entry><para>new ID map table from SIDS to UNIX UIDs/GIDs</para></entry> + <entry>yes</entry> + </row> + <row> + <entry>namecache</entry> + <entry>Name resolution cache entries</entry> + <entry>no</entry> + </row> + <row> + <entry>netlogon_unigrp</entry> + <entry><para>Cache of universal group membership obtained when operating + as a member of a Windows domain</para></entry> + <entry>no</entry> + </row> + <row> + <entry>printing/*.tdb</entry> + <entry><para>Cached output from `lpq command' created on a per print + service basis</para></entry> + <entry>no</entry> + </row> + <row> + + <entry>registry</entry> + <entry><para>Read-only Samba registry skeleton that provides support for + exporting various db tables via the winreg RPCs</para></entry> + <entry>no</entry> + </row> + </tbody> + </tgroup> + </table> + + </sect2> + + <sect2> + <title>Changes in Behavior</title> + + <para> + The following issues are known changes in behavior between Samba-2.2 and + Samba-3 that may affect certain installations of Samba. + </para> + + <orderedlist> + <listitem><para> + When operating as a member of a Windows domain, Samba-2.2 would + map any users authenticated by the remote DC to the <quote>guest account</quote> + if a uid could not be obtained via the getpwnam() call. Samba-3 + rejects the connection as <?latex \linebreak ?>NT_STATUS_LOGON_FAILURE. There is no + current work around to re-establish the Samba-2.2 behavior. + </para></listitem> + + <listitem><para> + When adding machines to a Samba-2.2 controlled domain, the + <quote>add user script</quote> was used to create the UNIX identity of the + Machine Trust Account. Samba-3 introduces a new <quote>add machine + script</quote> that must be specified for this purpose. Samba-3 will + not fall back to using the <quote>add user script</quote> in the absence of + an <quote>add machine script</quote>. + </para></listitem> + </orderedlist> + + </sect2> + + <sect2> + <title>Charsets</title> + + <para> + You might experience problems with special characters when communicating with old DOS + clients. Codepage support has changed in Samba-3. Read <link linkend="unicode"/>, for details. + </para> + + </sect2> + + <sect2> + <title>Passdb Backends and Authentication</title> + + <para> + There have been a few new changes that Samba administrators should be + aware of when moving to Samba-3. + </para> + + <orderedlist> + <listitem><para> + Encrypted passwords have been enabled by default in order to + interoperate better with out-of-the-box Windows client + installations. This does mean that either (a) a Samba account + must be created for each user, or (b) <quote>encrypt passwords = no</quote> + must be explicitly defined in &smb.conf;. + </para></listitem> + + <listitem><para> + Inclusion of new <smbconfoption><name>security</name><value>ads</value></smbconfoption> option for integration + with an Active Directory domain using the native Windows Kerberos 5 and LDAP protocols. + </para></listitem> + </orderedlist> + + <para> + Samba-3 also includes the possibility of setting up chains + of authentication methods + (<smbconfoption><name>auth methods</name></smbconfoption>) and account + storage backends + (<smbconfoption><name>passdb backend</name></smbconfoption>). + Please refer to the &smb.conf; + man page and <link linkend="passdb"/>, for details. While both parameters assume sane default + values, it is likely that you will need to understand what the + values actually mean in order to ensure Samba operates correctly. + </para> + + <para> +<indexterm><primary>pdbedit</primary></indexterm> + Certain functions of the <command>smbpasswd</command> tool have been split between the + new <command>smbpasswd</command> utility, the <command>net</command> tool and the new <command>pdbedit</command> + utility. See the respective man pages for details. + </para> + + </sect2> + + <sect2> + <title>LDAP</title> + + <para> + This section outlines the new features effecting Samba/LDAP integration. + </para> + + <sect3> + <title>New Schema</title> + + <para> + A new object class (sambaSamAccount) has been introduced to replace + the old sambaAccount. This change aids us in the renaming of attributes + to prevent clashes with attributes from other vendors. There is a + conversion script (examples/LDAP/convertSambaAccount) to modify an LDIF + file to the new schema. + </para> + + <para> + Example: + </para> + <para><screen> + &prompt;ldapsearch .... -b "ou=people,dc=..." > old.ldif + &prompt;convertSambaAccount <DOM SID> old.ldif new.ldif + </screen></para> + + <para> + The <DOM SID> can be obtained by running +<screen> +&prompt;<userinput>net getlocalsid <DOMAINNAME></userinput> +</screen> + on the Samba PDC as root. + </para> + + <para> + The old sambaAccount schema may still be used by specifying the + <parameter>ldapsam_compat</parameter> passdb backend. However, the sambaAccount and + associated attributes have been moved to the historical section of + the schema file and must be uncommented before use if needed. + The Samba-2.2 object class declaration for a sambaAccount has not changed + in the Samba-3 samba.schema file. + </para> + + <para> + Other new object classes and their uses include: + </para> + + <itemizedlist> + <listitem><para> + sambaDomain &smbmdash; domain information used to allocate RIDs + for users and groups as necessary. The attributes are added + in <quote>ldap suffix</quote> directory entry automatically if + an idmap UID/GID range has been set and the <quote>ldapsam</quote> + passdb backend has been selected. + </para></listitem> + + <listitem><para> + sambaGroupMapping &smbmdash; an object representing the + relationship between a posixGroup and a Windows + group/SID. These entries are stored in the <quote>ldap + group suffix</quote> and managed by the <quote>net groupmap</quote> command. + </para></listitem> + + <listitem><para> + sambaUNIXIdPool &smbmdash; created in the <quote>ldap idmap suffix</quote> entry + automatically and contains the next available <quote>idmap UID</quote> and + <quote>idmap GID</quote>. + </para></listitem> + + <listitem><para> + sambaIdmapEntry &smbmdash; object storing a mapping between a + SID and a UNIX UID/GID. These objects are created by the + idmap_ldap module as needed. + </para></listitem> + </itemizedlist> + + </sect3> + + <sect3> + <title>New Suffix for Searching</title> + + <para> + The following new smb.conf parameters have been added to aid in directing + certain LDAP queries when <parameter>passdb backend = ldapsam://...</parameter> has been + specified. + </para> + + <itemizedlist> + <listitem><para>ldap suffix &smbmdash; used to search for user and computer accounts.</para></listitem> + <listitem><para>ldap user suffix &smbmdash; used to store user accounts.</para></listitem> + <listitem><para>ldap machine suffix &smbmdash; used to store Machine Trust Accounts.</para></listitem> + <listitem><para>ldap group suffix &smbmdash; location of posixGroup/sambaGroupMapping entries.</para></listitem> + <listitem><para>ldap idmap suffix &smbmdash; location of sambaIdmapEntry objects.</para></listitem> + </itemizedlist> + + <para> + If an <parameter>ldap suffix</parameter> is defined, it will be appended to all of the + remaining sub-suffix parameters. In this case, the order of the suffix + listings in smb.conf is important. Always place the <parameter>ldap suffix</parameter> first + in the list. + </para> + + <para> + Due to a limitation in Samba's &smb.conf; parsing, you should not surround + the DNs with quotation marks. + </para> + + </sect3> + + <sect3> + <title>IdMap LDAP Support</title> + + <para> + Samba-3 supports an ldap backend for the idmap subsystem. The + following options inform Samba that the idmap table should be + stored on the directory server onterose in the "ou=idmap,dc=quenya,dc=org" partition. + </para> + + <smbconfblock> + <smbconfsection>[global]</smbconfsection> + <member>...</member> + <smbconfoption><name>idmap backend</name><value>ldap:ldap://onterose/</value></smbconfoption> + <smbconfoption><name>ldap idmap suffix</name><value>ou=idmap,dc=quenya,dc=org</value></smbconfoption> + <smbconfoption><name>idmap uid</name><value>40000-50000</value></smbconfoption> + <smbconfoption><name>idmap gid</name><value>40000-50000</value></smbconfoption> + </smbconfblock> + + <para> + This configuration allows Winbind installations on multiple servers to + share a UID/GID number space, thus avoiding the interoperability problems + with NFS that were present in Samba-2.2. + </para> + + </sect3> + + </sect2> + +</sect1> + +</chapter> |