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                  WHATS NEW IN Samba 3.0.0 beta4
                           July 16 2003
                  ==============================

This is the third beta release of Samba 3.0.0. This is a 
non-production release intended for testing purposes.  Use 
at your own risk. 

The purpose of this beta release is to get wider testing of the major
new pieces of code in the current Samba 3.0 development tree. We have
officially ceased development on the 2.2.x release of Samba and are
concentrating on Samba 3.0. To reduce the time before the final 
Samba 3.0 release we need as many people as possible to start testing 
these beta releases, and to provide high quality feedback on what 
needs fixing.

Samba 3.0 is feature complete. However there is still some final 
work to be done on certain pieces of functionality.  Please refer to 
the section on "Known Issues" for more details.


Major new features:
-------------------

1)  Active Directory support.  Samba 3.0 is now able to  
    to join a ADS realm as a member server and authenticate 
    users using LDAP/Kerberos.

2)  Unicode support. Samba will now negotiate UNICODE on the wire and
    internally there is now a much better infrastructure for multi-byte
    and UNICODE character sets.

3)  New authentication system. The internal authentication system has
    been almost completely rewritten. Most of the changes are internal,
    but the new auth system is also very configurable.

4)  New filename mangling system. The filename mangling system has been
    completely rewritten. An internal database now stores mangling maps
    persistently. This needs lots of testing.

5)  A new "net" command has been added. It is somewhat similar to 
    the "net" command in windows. Eventually we plan to replace 
    numerous other utilities (such as smbpasswd) with subcommands 
    in "net".

6)  Samba now negotiates NT-style status32 codes on the wire. This
    improves error handling a lot.

7)  Better Windows 2000/XP/2003 printing support including publishing 
    printer attributes in active directory.

8)  New loadable RPC modules.

9)  New dual-daemon winbindd support for better performance.

10) Support for migrating from a Windows NT 4.0 domain to a Samba 
    domain and maintaining user, group and domain SIDs.

11) Support for establishing trust relationships with Windows NT 4.0
    domain controllers.
  
12) Initial support for a distributed Winbind architecture using
    an LDAP directory for storing SID to uid/gid mappings.
  
13) Major updates to the Samba documentation tree.

Plus lots of other improvements!


Additional Documentation
------------------------

Please refer to Samba documentation tree (including in the docs/ 
subdirectory) for extensive explanations of installing, configuring
and maintaining Samba 3.0 servers and clients.  It is advised to 
begin with the Samba-HOWTO-Collection for overviews and specific 
tasks (the current book is up to approximately 400 pages) and to 
refer to the various man pages for information on individual options.

######################################################################
Changes since 3.0beta2
######################

Please refer to the CVS log for the SAMBA_3_0 branch for complete 
details

1)  Added fix for Japanese case names in statcache code; 
    these can change size on upper casing.
2)  Correct issues with iconv detection in configure script
    (support needed to find iconv libraries on FreeBSD).
3)  Fix bug that caused a WINS server to be marked as dead
    incorrectly (bug #190).
4)  Removing additional deadlocks conditions that prevented 
    winbindd from running on a Samba PDC (used for trust 
    relationships).
5)  Add support for searching for Active Directory for 
    published printers (net ads printer search).
6)  Separate UNIX username from DOMAIN\username in pipe 
    credentials.
7)  Auth modules now support returning NT_STATUS_NOT_IMPLEMENTED
    for cases that they cannot handle.
8)  Flush winbindd connection cache when the machine trust account
    password is changed while a connection is open (bug #200).
9)  Add support for 'OSVersion' server printer data string
    (corrects problem with uploading printer drivers from 
    WinXP clients).
10) Numerous memory leak fixes.
11) LDAP fixes ("passdb backend = ldapsam" & "idmap backend = ldap"):
    - Store domain SID in LDAP directory.
    - store idmap information in existing entries (use sambaSID=... 
      if adding a new entry).
12) Fix incorrect usage of primary group SID when looking up user 
    groups (bug #109).
13) Remove idmap_XX_to_XX calls from smbd.  Move back to the the
    winbind_XXX and local_XXX calls used in 2.2.
14) All uid/gid allocation must involve winbindd now
    (we no attempt to map unknown SIDs to a UNIX identify).
15) Add 'winbind trusted domains only' parameter to force a domain
    member.  The server to use matching users names from /etc/passwd 
    for its domain   (needed for domain member of a Samba domain).
16) Rename 'idmap only' to 'enable rid algorithm' for better clarity 
    (defaults to "yes").
17) Add support for multi-byte statcache code (bug #185)
18) Fix open mode race condition.
19) Implement winbindd local account management functions.  Refer to
    the "Winbind Changes" section for details.
20) Move RID allocation functions into idmap backend.
21) Fix parsing error that prevented publishing printers from a 
    Samba server in an AD domain.
22) Revive NTLMSSP support for named pipes.
23) More SCHANNEL fixes.
24) Correct SMB signing with NTLMSSP.
25) Fix coherency bug in print handle/printer object caching code
    that could cause XP clients to infinitely loop while updating 
    their local printer cache.
26) Make winbindd use its dual-daemon mode by default (use -Y to 
    start as a single process).
27) Add support to nmbd and winbindd for 'smbcontrol <pid> 
    reload-config'.
28) Correct problem with smbtar when dealing with files > 8Gb 
    (bug #102).



Changes since 3.0beta1
######################

1)  Rework our smb signing code again, this factors out some of 
    the common MAC calculation code, and now supports multiple 
    outstanding packets (bug #40).
2)  Enforce 'client plaintext auth', 'client lanman auth' and 'client
    ntlmv2 auth'.
3)  Correct timestamp problem on 64-bit machines (bug #140).
4)  Add extra debugging statements to winbindd for tracking down
    failures.
5)  Fix bug when aliased 'winbind uid/gid' parameters are used.
    ('winbind uid/gid' are now replaced with 'idmap uid/gid').
6)  Added an auth flag that indicates if we should be allowed 
    to fall back to NTLMSSP for SASL if krb5 fails.
7)  Fixed the bug that forced us not to use the winbindd cache when 
    we have a primary ADS domain and a secondary (trusted) NT4 
    domain. 
8)  Use lp_realm() to find the default realm for 'net ads password'.
9)  Removed editreg from standard build until it is portable..
10) Fix domain membership for servers not running winbindd.
11) Correct race condition in determining the high water mark
    in the idmap backend (bug #181).
12) Set the user's primary unix group from usrmgr.exe (partial 
    fix for bug #45).
13) Show comments when doing 'net group -l' (bug #3).
14) Add trivial extension to 'net' to dump current local idmap
    and restore mappings as well.
15) Modify 'net rpc vampire' to add new and existing users to
    both the idmap and the SAM.  This code needs further testing.
16) Fix crash bug in ADS searches.
17) Build libnss_wins.so as part of nsswitch target (bug #160).
18) Make net rpc vampire return an error if the sam sync RPC 
    returns an error.
19) Fail to join an NT 4 domain as a BDC if a workstation account
    using our name exists.
20) Fix various memory leaks in server and client code
21) Remove the short option to --set-auth-user for wbinfo (-A) to 
    prevent confusion with the -a option (bug #158).
22) Added new 'map acl inherit' parameter.
23) Removed unused 'privileges' code from group mapping database.
24) Don't segfault on empty passdb backend list (bug #136).
25) Fixed acl sorting algorithm for Windows 2000 clients.
26) Replace universal group cache with netsamlogon_cache 
    from APPLIANCE_HEAD branch.
27) Fix autoconf detection issues surrounding --with-ads=yes
    but no Krb5 header files installed (bug #152).
28) Add LDAP lookup for domain sequence number in case we are 
    joined using NT4 protocols to a native mode AD domain.
29) Fix backend method selection for trusted NT 4 (or 2k 
    mixed mode) domains. 
30) Fixed bug that caused us to enumerate domain local groups
    from native mode AD domains other than our own.
31) Correct group enumeration for viewing in the Windows 
    security tab (bug #110).
32) Consolidate the DC location code.
33) Moved 'ads server' functionality into 'password server' for
    backwards compatibility.
34) Fix winbindd_idmap tdb upgrades from a 2.2 installation.
    ( if you installed beta1, be sure to 
      'mv idmap.tdb winbindd_idmap.tdb' ).
35) Fix pdb_ldap segfaults, and wrong default values for 
    ldapsam_compat.
36) Enable negative connection cache for winbindd's ADS backend 
    functions.
37) Enable address caching for active directory DC's so we don't 
    have to hit DNS so much.
38) Fix bug in idmap code that caused mapping to randomly be 
    redefined.
39) Add tdb locking code to prevent race condition when adding a 
    new mapping to idmap.
40) Fix 'map to guest = bad user' when acting as a PDC supporting 
    trust relationships.
41) Prevent deadlock issues when running winbindd on a Samba PDC 
    to handle allocating uids & gids for trusted users and groups
42) added LOCALE patch from Steve Langasek (bug #122).
43) Add the 'guest' passdb backend automatically to the end of 
    the 'passdb backend' list if 'guest account' has a valid 
    username.
44) Remove samstrict_dc auth method.  Rework 'samstrict' to only 
    handle our local names (or domain name if we are a PDC).  
    Move existing permissive 'sam' method to 'sam_ignoredomain' 
    and make 'samstrict' the new default 'sam' auth method.
45) Match Windows NT4/2k behavior when authenticating a user with
    and unknown domain (default to our domain if we are a DC or 
    domain member; default to our local name if we are a 
    standalone server).
46) Fix Get_Pwnam() to always fall back to lookup 'user' if the 
    'DOMAIN\user' lookup fails.  This matches 2.2. behavior.
47) Fix the trustdom_cache code to update the list of trusted 
    domains when operating as a domain member and not using 
    winbindd.
48) Remove 'nisplussam' passdb backend since it has suffered for 
    too long without a maintainer.
    



######################################################################
Upgrading from Samba 2.2
########################

This section is provided to help administrators understand the details
involved with upgrading a Samba 2.2 server to Samba 3.0.


Building
--------

Many of the options to the GNU autoconf script have been modified 
in the 3.0 release.  The most noticeable are:

  * removal of --with-tdbsam (is now included by default; see section
    on passdb backends and authentication for more details)
    
  * --with-ldapsam is now on used to provided backward compatible
    parameters for LDAP enabled Samba 2.2 servers.  Refer to the passdb 
    backend and authentication section for more details
  
  * inclusion of non-standard passdb modules may be enabled using
    --with-expsam.  This includes an XML backend and a mysql backend.
      
  * removal of --with-msdfs (is now enabled by default)
  
  * removal of --with-ssl (no longer supported)
  
  * --with-utmp now defaults to 'yes' on supported systems
  
  * --with-sendfile-support is now enabled by default on supported 
    systems
  
    
Parameters
----------

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.

Removed Parameters (order alphabetically):

  * admin log
  * alternate permissions
  * character set
  * client codepage
  * code page directory
  * coding system
  * domain admin group
  * domain guest group
  * force unknown acl user
  * nt smb support
  * post script
  * printer driver
  * printer driver file
  * printer driver location
  * status
  * total print jobs
  * use rhosts
  * valid chars
  * vfs options

New Parameters (new parameters have been grouped by function):

  Remote management
  -----------------
  * abort shutdown script
  * shutdown script

  User and Group Account Management
  ---------------------------------
  * add group script
  * add machine script
  * add user to group script
  * algorithmic rid base
  * delete group script
  * delete user from group script
  * passdb backend
  * set primary group script

  Authentication
  --------------
  * auth methods
  * realm

  Protocol Options
  ----------------
  * client lanman auth
  * client NTLMv2 auth
  * client schannel
  * client signing
  * client use spnego
  * disable netbios
  * ntlm auth
  * paranoid server security
  * server schannel
  * smb ports
  * use spnego

  File Service
  ------------
  * get quota command
  * hide special files
  * hide unwriteable files
  * hostname lookups
  * kernel change notify
  * mangle prefix
  * map acl inherit
  * msdfs proxy
  * set quota command
  * use sendfile
  * vfs objects
  
  Printing
  --------
  * max reported print jobs

  UNICODE and Character Sets
  --------------------------
  * display charset
  * dos charset
  * unicode
  * unix charset
  
  SID to uid/gid Mappings
  -----------------------
  * idmap backend
  * idmap gid
  * idmap uid
  * winbind enable local accounts
  * winbind trusted domains only
  * template primary group
  * enable rid algorithm

  LDAP
  ----
  * ldap delete dn
  * ldap group suffix
  * ldap idmap suffix
  * ldap machine suffix
  * ldap passwd sync
  * ldap trust ids
  * ldap user suffix
  
  General Configuration
  ---------------------
  * preload modules
  * privatedir

Modified Parameters (changes in behavior):

  * encrypt passwords (enabled by default)
  * mangling method (set to 'hash2' by default)
  * passwd chat
  * passwd program
  * restrict anonymous (integer value)
  * security (new 'ads' value)
  * strict locking (enabled by default)
  * winbind cache time (increased to 5 minutes)
  * winbind uid (deprecated in favor of 'idmap uid')
  * winbind gid (deprecated in favor of 'idmap gid')


Databases
---------

This section contains brief descriptions of any new databases 
introduced in Samba 3.0.  Please remember to backup your existing 
${lock directory}/*tdb before upgrading to Samba 3.0.  Samba will 
upgrade databases as they are opened (if necessary), but downgrading 
from 3.0 to 2.2 is an unsupported path.

Name			Description				Backup?
----			-----------				-------
account_policy		User policy settings			yes
gencache		Generic caching db			no
group_mapping		Mapping table from Windows		yes
			groups/SID to unix groups	
winbindd_idmap		ID map table from SIDS to UNIX		yes
			uids/gids.
namecache		Name resolution cache entries		no
netsamlogon_cache	Cache of NET_USER_INFO_3 structure	no
			returned as part of a successful
			net_sam_logon request 
printing/*.tdb		Cached output from 'lpq 		no
			command' created on a per print 
			service basis
registry		Read-only samba registry skeleton	no
			that provides support for exporting
			various db tables via the winreg RPCs


Changes in Behavior
-------------------

The following issues are known changes in behavior between Samba 2.2 and 
Samba 3.0 that may affect certain installations of Samba.

  1)  When operating as a member of a Windows domain, Samba 2.2 would 
      map any users authenticated by the remote DC to the 'guest account'
      if a uid could not be obtained via the getpwnam() call.  Samba 3.0
      rejects the connection as NT_STATUS_LOGON_FAILURE.  There is no 
      current work around to re-establish the 2.2 behavior.
      
  2)  When adding machines to a Samba 2.2 controlled domain, the 
      'add user script' was used to create the UNIX identity of the 
      machine trust account.  Samba 3.0 introduces a new 'add machine 
      script' that must be specified for this purpose.  Samba 3.0 will
      not fall back to using the 'add user script' in the absence of 
      an 'add machine script'
  

######################################################################
Passdb Backends and Authentication
##################################

There have been a few new changes that Samba administrators should be
aware of when moving to Samba 3.0.

  1) encrypted passwords have been enabled by default in order to 
     inter-operate 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) 'encrypt passwords = no'
     must be explicitly defined in smb.conf.
    
  2) Inclusion of new 'security = ads' option for integration 
     with an Active Directory domain using the native Windows
     Kerberos 5 and LDAP protocols.

Samba 3.0 also includes the possibility of setting up chains
of authentication methods (auth methods) and account storage 
backends (passdb backend).  Please refer to the smb.conf(5) 
man page 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.

The recommended passdb backends at this time are

  * smbpasswd - 2.2 compatible flat file format
  * tdbsam - attribute rich database intended as an smbpasswd
    replacement for stand alone servers
  * ldapsam - attribute rich account storage and retrieval 
    backend utilizing an LDAP directory.  
  * ldapsam_compat - a 2.2 backward compatible LDAP account 
    backend
    
Certain functions of the smbpasswd(8) tool have been split between the 
new smbpasswd(8) utility, the net(8) tool, and the new pdbedit(8) 
utility.  See the respective man pages for details.
    
     
######################################################################
LDAP
####

This section outlines the new features affecting Samba / LDAP 
integration.

New Schema
----------
  
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 and LDIF 
file to the new schema.
  
Example:
  
	$ ldapsearch .... -b "ou=people,dc=..." > old.ldif
	$ convertSambaAccount <DOM SID> old.ldif new.ldif
	
The <DOM SID> can be obtained by running 'net getlocalsid <DOMAINNAME>' 
on the Samba PDC as root.
    
The old sambaAccount schema may still be used by specifying the 
"ldapsam_compat" 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 2.2 object class declaration for a sambaAccount has not changed
in the 3.0 samba.schema file. 
  
Other new object classes and their uses include:
  
  * sambaDomain - domain information used to allocate rids 
    for users and groups as necessary.  The attributes are added
    in 'ldap suffix' directory entry automatically if 
    an idmap uid/gid range has been set and the 'ldapsam'
    passdb backend has been selected.
      
  * sambaGroupMapping - an object representing the 
    relationship between a posixGroup and a Windows
    group/SID.  These entries are stored in the 'ldap 
    group suffix' and managed by the 'net groupmap' command.
    
  * sambaUnixIdPool - created in the 'ldap idmap suffix' entry 
    automatically and contains the next available 'idmap uid' and 
    'idmap gid'
    
  * sambaIdmapEntry - object storing a mapping between a 
    SID and a UNIX uid/gid.  These objects are created by the 
    idmap_ldap module as needed.

  * sambaSidEntry - object representing a SID alone, as a Structural
    class on which to build the sambaIdmapEntry.

    
New Suffix for Searching
------------------------
  
The following new smb.conf parameters have been added to aid in directing
certain LDAP queries when 'passdb backend = ldapsam://...' has been
specified.

  * ldap suffix         - used to search for user and computer accounts
  * ldap user suffix    - used to store user accounts
  * ldap machine suffix - used to store machine trust accounts
  * ldap group suffix   - location of posixGroup/sambaGroupMapping entries
  * ldap idmap suffix   - location of sambaIdmapEntry objects

If an 'ldap suffix' 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 'ldap suffix' first
in the list.  

Due to a limitation in Samba's smb.conf parsing, you should not surround 
the DN's with quotation marks.


IdMap LDAP support
------------------

Samba 3.0 supports an ldap backend for the idmap subsystem.  The 
following options would inform Samba that the idmap table should be
stored on the directory server onterose in the "ou=idmap,dc=plainjoe,
dc=org" partition.

 [global]
    ...
    idmap backend     = ldap:ldap://onterose/
    ldap idmap suffix = ou=idmap,dc=plainjoe,dc=org
    idmap uid         = 40000-50000
    idmap gid         = 40000-50000

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.
    


######################################################################
Trust Relationships and a Samba Domain
######################################

Samba 3.0.0beta2 is able to utilize winbindd as the means of 
allocating uids and gids to trusted users and groups.  More
information regarding Samba's support for establishing trust 
relationships can be found in the Samba-HOWTO-Collection included
in the docs/ directory of this release.

First create your Samba PDC and ensure that everything is 
working correctly before moving on the trusts.

To establish Samba as the trusting domain (named SAMBA) from a Windows NT
4.0 domain named WINDOWS:

  1) create the trust account for SAMBA in "User Manager for Domains"
  2) connect the trust from the Samba domain using
     'net rpc trustdom establish GLASS'

To create a trustlationship with SAMBA as the trusted domain:

  1) create the initial trust account for GLASS using
     'smbpasswd -a -i GLASS'.  You may need to create a UNIX
     account for GLASS$ prior to this step (depending on your
     local configuration).
  2) connect the trust from a WINDOWS DC using "User Manager
     for Domains"

Now join winbindd on the Samba PDC to the SAMBA domain using
the normal steps for adding a Samba server to an NT4 domain:
(note that smbd & nmbd must be running at this point)

   root# net rpc join -U root
   Password: <enter root password from smbpasswd file here>

Start winbindd and test the join with 'wbinfo -t'.

Now test the trust relationship by connecting to the SAMBA DC
(e.g. POGO) as a user from the WINDOWS domain:

   $ smbclient //pogo/netlogon -U Administrator -W WINDOWS
   Password:

Now connect to the WINDOWS DC (e.g. CRYSTAL) as a Samba user:

   $ smbclient //crystal/netlogon -U root -W WINDOWS
   Password:

######################################################################
Changes in Winbind
##################

Beginning with Samba3.0.0beta3, winbindd has been given new account
manage functionality equivalent to the 'add user script' family of
smb.conf parameters.  The idmap design has also been changed to 
centralize control of foreign SID lookups and matching to UNIX 
uids and gids.


Brief Description of Changes
----------------------------

1) The sid_to_uid() family of functions (smbd/uid.c) have been 
   reverted to the 2.2.x design.  This means that when resolving a 
   SID to a UID or similar mapping:

        a) First consult winbindd
        b) perform a local lookup only if winbindd fails to
           return a successful answer

   There are some variations to this, but these two rules generally
   apply.

2) All idmap lookups have been moved into winbindd.  This means that
   a server must run winbindd (and support NSS) in order to achieve
   any mappings of SID to dynamically allocated UNIX ids.  This was
   a conscious design choice.

3) New functions have been added to winbindd to emulate the 'add user 
   script' family of smbd functions without requiring that external
   scripts be defined.  This functionality is controlled by the 'winbind 
   enable local accounts' smb.conf parameter (enabled by default).

   However, this account management functionality is only supported 
   in a local tdb (winbindd_idmap.tdb).  If these new UNIX accounts 
   must be shared among multiple Samba servers (such as a PDC and BDCs), 
   it will be necessary to define your own 'add user script', et. al.
   programs that place the accounts/groups in some form of directory
   such as NIS or LDAP.  This requirement was deemed beyond the scope
   of winbind's account management functions.  Solutions for 
   distributing UNIX system information have been deployed and tested 
   for many years.  We saw no need to reinvent the wheel.

4) A member of a Samba controlled domain running winbindd is now able 
   to map domain users directly onto existing UNIX accounts while still
   automatically creating accounts for trusted users and groups.  This
   behavior is controlled by the 'winbind trusted domains only' smb.conf
   parameter (disabled by default to provide 2.2.x winbind behavior).

5) Group mapping support is wrapped in the local_XX_to_XX() functions
   in smbd/uid.c.  The reason that group mappings are not included
   in winbindd is because the purpose of Samba's group map is to
   match any Windows SID with an existing UNIX group.  These UNIX
   groups can be created by winbindd (see next section), but the
   SID<->gid mapping is retreived by smbd, not winbindd.


Examples
--------

* security = server running winbindd to allocate accounts on demand

* Samba PDC running winbindd to handle the automatic creation of UNIX
  identities for machine trust accounts

* Automtically creating UNIX user and groups when migrating a Windows NT
  4.0 PDC to a Samba PDC.  Winbindd must be running when executing
  'net rpc vampire' for this to work.

   
######################################################################
Known Issues
############

* The smbldap perl scripts for managing user entries in an LDAP
  directory have not be updated to function with the Samba 3.0
  schema changes.  This (or an equivalent solution) work is planned
  to be completed prior to the stable 3.0.0 release.

Please refer to https://bugzilla.samba.org/ for a current list of bugs 
filed against the Samba 3.0 codebase.


######################################################################
Reporting bugs & Development Discussion
#######################################

Please discuss this release on the samba-technical mailing list or by
joining the #samba-technical IRC channel on irc.freenode.net.

If you do report problems then please try to send high quality
feedback. If you don't provide vital information to help us track down
the problem then you will probably be ignored.  

A new bugzilla installation has been established to help support the 
Samba 3.0 community of users.  This server, located at 
https://bugzilla.samba.org/, will replace the existing jitterbug server 
and the old http://bugs.samba.org now points to the new bugzilla server.