path: root/docs/docbook/projdoc/Samba-PDC-HOWTO.xml

<chapter id="samba-pdc">

<chapterinfo>
	&author.jht;
	&author.jerry;
	&author.dbannon;
</chapterinfo>

<title>Domain Control</title>

<formalpara><title><emphasis>The Essence of Learning:</emphasis></title>
<para>
There are many who approach MS Windows networking with incredible misconceptions.
That's OK, because it gives the rest of us plenty of opportunity to be of assistance.
Those who really want help would be well advised to become familiar with information
that is already available.
</para>
</formalpara>

<para>
The reader is advised NOT to tackle this section without having first understood
and mastered some basics. MS Windows networking is not particularly forgiving of
misconfiguration. Users of MS Windows networking are likely to complain 
of persistent niggles that may be caused by a broken network configuration.
To a great many people however, MS Windows networking starts with a domain controller
that in some magical way is expected to solve all ills.
</para>

<figure id="domain-example"><title>An Example Domain</title>
<mediaobject>
<imageobject role="latex"><imagedata fileref="projdoc/imagefiles/domain" width="4in" height="3in" scalefit="1"/></imageobject>
<imageobject><imagedata fileref="projdoc/imagefiles/domain.png" scale="50" scalefit="1"/></imageobject>
</mediaobject>
</figure>


<para>
From the Samba mailing list one can readily identify many common networking issues.
If you are not clear on the following subjects, then it will do much good to read the 
sections of this HOWTO that deal with it. These are the most common causes of MS Windows
networking problems:
</para>

<itemizedlist>
	<listitem><para>Basic TCP/IP configuration</para></listitem>
	<listitem><para>NetBIOS name resolution</para></listitem>
	<listitem><para>Authentication configuration</para></listitem>
	<listitem><para>User and Group configuration</para></listitem>
	<listitem><para>Basic File and Directory Permission Control in UNIX/Linux</para></listitem>
	<listitem><para>Understanding of how MS Windows clients interoperate in a network
		environment</para></listitem>
</itemizedlist>

<para>
Do not be put off; on the surface of it MS Windows networking seems so simple that anyone 
can do it. In fact, it is not a good idea to set up an MS Windows network with
inadequate training and preparation. But let's get our first indelible principle out of the
way: <emphasis>It is perfectly OK to make mistakes!</emphasis> In the right place and at
the right time, mistakes are the essence of learning. It is <emphasis>very much</emphasis>
not ok to make mistakes that cause loss of productivity and impose an avoidable financial
burden on an organisation.
</para>

<para>
Where is the right place to make mistakes? Only out of harm's way! If you are going to
make mistakes, then please do this on a test network, away from users and in such a way as
to not inflict pain on others. Do your learning on a test network.
</para>

<sect1>
<title>Features and Benefits</title>

<para>
<emphasis>What is the key benefit of Microsoft Domain security?</emphasis>
</para>

<para>
In a word, <emphasis>Single Sign On</emphasis>, or SSO for short. To many, this is the holy
grail of MS Windows NT and beyond networking. SSO allows users in a well designed network
to log onto any workstation that is a member of the domain that their user account is in
(or in a domain that has an appropriate trust relationship with the domain they are visiting)
and they will be able to log onto the network and access resources (shares, files, and printers)
as if they are sitting at their home (personal) workstation. This is a feature of the Domain
security protocols.
</para>

<para>
The benefits of Domain security are available to those sites that deploy a Samba PDC.
A Domain provides a unique network security identifier (SID). Domain user and group security
identifiers are comprised of the network SID plus a relative identifier (RID) that is unique to
the account. User and Group SIDs (the network SID plus the RID) can be used to create Access Control
Lists (ACLs) attached to network resources to provide organizational access control. UNIX systems
know only of local security identifiers.
</para>

<note><para>
Network clients of an MS Windows Domain security environment must be Domain members to be
able to gain access to the advanced features provided. Domain membership involves more than just
setting the workgroup name to the Domain name. It requires the creation of a Domain trust account
for the workstation (called a machine account). Please refer to the chapter on 
<link linkend="domain-member"></link> for more information.
</para></note>

<para>
The following functionalities are new to the Samba-3 release:
</para>

<itemizedlist>
	<listitem><para>
	Windows NT4 domain trusts
	</para></listitem>
	
	<listitem><para>
	Adding users via the User Manager for Domains. This can be done on any MS Windows
	client using the Nexus toolkit that is available from Microsoft's web site.
	Samba-3 supports the use of the Microsoft Management Console for user management.
	</para></listitem>

	<listitem><para>
	Introduces replaceable and multiple user account (authentication)
	back ends. In the case where the back end is placed in an LDAP database,
	Samba-3 confers the benefits of a back end that can be distributed, replicated,
	and is highly scalable.
	</para></listitem>

	<listitem><para>
	Implements full Unicode support. This simplifies cross locale internationalisation
	support. It also opens up the use of protocols that Samba-2.2.x had but could not use due
	to the need to fully support Unicode.
	</para></listitem>
</itemizedlist>

<para>
The following functionalities are NOT provided by Samba-3:
</para>

<itemizedlist>
	<listitem><para>
	SAM replication with Windows NT4 Domain Controllers
	(i.e. a Samba PDC and a Windows NT BDC or vice versa). This means samba 
	cannot operate as a BDC when the PDC is Microsoft-based or 
	replicate account data to Windows-BDC's.
	</para></listitem>
	
	<listitem><para>
	Acting as a Windows 2000 Domain Controller (i.e. Kerberos and 
	Active Directory) - In point of fact, Samba-3 DOES have some
	Active Directory Domain Control ability that is at this time
	purely experimental <emphasis>AND</emphasis> that is certain
	to change as it becomes a fully supported feature some time
	during the Samba-3 (or later) life cycle. However, Active Directory is 
	more then just SMB - it's also LDAP, Kerberos, DHCP and other protocols 
	(with proprietary extensions, of course).
	</para></listitem>
</itemizedlist>

<para>
Windows 9x / Me / XP Home clients are not true members of a domain for reasons outlined
in this chapter.  The protocol for support of Windows 9x / Me style network (domain) logons
is completely different from NT4 / Win2k type domain logons and has been officially supported
for some time. These clients use the old LanMan Network Logon facilities that are supported
in Samba since approximately the Samba-1.9.15 series.
</para>

<para>
Samba-3 has an implementation of group mapping between Windows NT groups
and UNIX groups (this is really quite complicated to explain in a short space). This is 
discussed more fully in <link linkend="groupmapping"></link>.
</para>

<para>
Samba-3, like an MS Windows NT4 PDC or a Windows 200x Active Directory, needs to store
user and machine trust account information in a suitable backend data store. 
Refer <link linkend="machine-trust-accounts"></link>. With Samba-3 there can be multiple
back-ends for this. A complete discussion of account database backends can be found in
<link linkend="passdb"></link>.
</para>

</sect1>

<sect1>
<title>Basics of Domain Control</title>

<para>
Over the years, public perceptions of what Domain Control really is has taken on an
almost mystical nature. Before we branch into a brief overview of Domain Control,
there are three basic types of domain controllers:
</para>

<sect2>
<title>Domain Controller Types</title>

<itemizedlist>
	<listitem><para>Primary Domain Controller</para></listitem>
	<listitem><para>Backup Domain Controller</para></listitem>
	<listitem><para>ADS Domain Controller</para></listitem>
</itemizedlist>

<para>
The <emphasis>Primary Domain Controller</emphasis> or PDC plays an important role in the MS 
Windows NT4. In Windows 200x Domain Control architecture this role is held by domain controllers.
There is folk lore that dictates that because of it's role in the MS Windows
network, the domain controllers should be the most powerful and most capable machine in the network.
As strange as it may seem to say this here, good over all network performance dictates that
the entire infrastructure needs to be balanced. It is advisable to invest more in Stand-Alone
(or Domain Member) servers than in the domain controllers.
</para>

<para>
In the case of MS Windows NT4 style domains, it is the PDC that initiates a new Domain Control database.
This forms a part of the Windows registry called the SAM (Security Account Manager). It plays a key
part in NT4 type domain user authentication and in synchronisation of the domain authentication
database with Backup Domain Controllers. 
</para>

<para>
With MS Windows 200x Server based Active Directory domains, one domain controller initiates a potential
hierarchy of domain controllers, each with their own area of delegated control. The master domain
controller has the ability to override any down-stream controller, but a down-line controller has
control only over it's down-line. With Samba-3 this functionality can be implemented using an
LDAP based user and machine account back end.
</para>

<para>
New to Samba-3 is the ability to use a back-end database that holds the same type of data as
the NT4 style SAM (Security Account Manager) database (one of the registry files).
<footnote>See also <link linkend="passdb"/>.</footnote>
</para>

<para>
The <emphasis>Backup Domain Controller</emphasis> or BDC plays a key role in servicing network
authentication requests. The BDC is biased to answer logon requests in preference to the PDC.
On a network segment that has a BDC and a PDC the BDC will be most likely to service network
logon requests. The PDC will answer network logon requests when the BDC is too busy (high load).
A BDC can be promoted to a PDC. If the PDC is on line at the time that a BDC is promoted to
PDC, the previous PDC is automatically demoted to a BDC. With Samba-3 this is NOT an automatic
operation; the PDC and BDC must be manually configured and changes need to be made likewise.
</para>

<para>
With MS Windows NT4, it is an install time decision what type of machine the server will be.
It is possible to change the promote a BDC to a PDC and vice versa only, but the only way
to convert a domain controller to a domain member server or a stand-alone server is to
reinstall it. The install time choices offered are:
</para>

<itemizedlist>
	<listitem><para><emphasis>Primary Domain Controller</emphasis> - The one that seeds the domain SAM</para></listitem>
	<listitem><para><emphasis>Backup Domain Controller</emphasis> - One that obtains a copy of the domain SAM</para></listitem>
	<listitem><para><emphasis>Domain Member Server</emphasis> - One that has NO copy of the domain SAM, rather it obtains authentication from a Domain Controller for all access controls.</para></listitem>
	<listitem><para><emphasis>Stand-Alone Server</emphasis> - One that plays NO part is SAM synchronisation, has it's own authentication database and plays no role in Domain security.</para></listitem>
</itemizedlist>

<para>
With MS Windows 2000 the configuration of domain control is done after the server has been
installed. Samba-3 is capable of acting fully as a native member of a Windows 200x server
Active Directory domain.
</para>

<para>
New to Samba-3 is the ability to function fully as an MS Windows NT4 style Domain Controller,
excluding the SAM replication components. However, please be aware that Samba-3 support the
MS Windows 200x domain control protocols also.
</para>

<para>
At this time any appearance that Samba-3 is capable of acting as an
<emphasis>Domain Controller</emphasis> in native ADS mode is limited and experimental in nature.
This functionality should not be used until the Samba-Team offers formal support for it.
At such a time, the documentation will be revised to duly reflect all configuration and
management requirements. Samba can act as a NT4-style DC in a Windows 2000/XP 
environment. However, there are certain compromises:

<itemizedlist>
	<listitem>No machine policy files</listitem>
	<listitem>No Group Policy Objects</listitem>
	<listitem>No synchronously executed AD logon scripts</listitem>
	<listitem>Can't use ANY Active Directory management tools to manage users and machines</listitem>
	<listitem>Registry changes tattoo the main registry, while with AD they do NOT. ie: Leave permanent changes in effect</listitem>
	<listitem>Without AD you can not peprform the function of exporting specific applications to specific users or groups</listitem>
</itemizedlist>
</para>

</sect2>

<sect2>
<title>Preparing for Domain Control</title>

<para>
There are two ways that MS Windows machines may interact with each other, with other servers,
and with Domain Controllers: Either as <emphasis>Stand-Alone</emphasis> systems, more commonly
called <emphasis>Workgroup</emphasis> members, or as full participants in a security system,
more commonly called <emphasis>Domain</emphasis> members.
</para>

<para>
It should be noted that <emphasis>Workgroup</emphasis> membership involve no special configuration
other than the machine being configured so that the network configuration has a commonly used name
for it's workgroup entry. It is not uncommon for the name WORKGROUP to be used for this. With this
mode of configuration there are NO machine trust accounts and any concept of membership as such
is limited to the fact that all machines appear in the network neighbourhood to be logically
grouped together. Again, just to be clear: <emphasis>workgroup mode does not involve any security machine 
accounts</emphasis>.
</para>

<para>
Domain member machines have a machine account in the Domain accounts database. A special procedure
must be followed on each machine to affect Domain membership. This procedure, which can be done
only by the local machine Administrator account, will create the Domain machine account (if
if does not exist), and then initializes that account. When the client first logs onto the
Domain it triggers a machine password change.
</para>

<note><para>
When running a Domain all MS Windows NT / 200x / XP Professional clients should be configured
as full Domain Members - IF A SECURE NETWORK IS WANTED. If the machine is NOT made a member of the
Domain, then it will operate like a workgroup (stand-alone) machine. Please refer to 
<link linkend="domain-member"></link> for information regarding HOW to make your MS Windows clients Domain members.
</para></note>

<para>
The following are necessary for configuring Samba-3 as an MS Windows NT4 style PDC for MS Windows
NT4 / 200x / XP clients.
</para>

<itemizedlist>
	<listitem><para>Configuration of basic TCP/IP and MS Windows Networking</para></listitem>
	<listitem><para>Correct designation of the Server Role (<smbconfoption><name>security</name><value>user</value></smbconfoption>)</para></listitem>
	<listitem><para>Consistent configuration of Name Resolution (See chapter on <link linkend="NetworkBrowsing"></link> and on
	<link linkend="integrate-ms-networks"></link>)</para></listitem>
	<listitem><para>Domain logons for Windows NT4 / 200x / XP Professional clients</para></listitem>
	<listitem><para>Configuration of Roaming Profiles or explicit configuration to force local profile usage</para></listitem>
	<listitem><para>Configuration of Network/System Policies</para></listitem>
	<listitem><para>Adding and managing domain user accounts</para></listitem>
	<listitem><para>Configuring MS Windows client machines to become domain members</para></listitem>
</itemizedlist>

<para>
The following provisions are required to serve MS Windows 9x / Me Clients:
</para>

<itemizedlist>
	<listitem><para>Configuration of basic TCP/IP and MS Windows Networking</para></listitem>
	<listitem><para>Correct designation of the Server Role (<smbconfoption><name>security</name><value>user</value></smbconfoption>)</para></listitem>
	<listitem><para>Network Logon Configuration (Since Windows 9x / XP Home are not technically domain
	members, they do not really participate in  the security aspects of Domain logons as such)</para></listitem>
	<listitem><para>Roaming Profile Configuration</para></listitem>
	<listitem><para>Configuration of System Policy handling</para></listitem>
	<listitem><para>Installation of the Network driver "Client for MS Windows Networks" and configuration
	to log onto the domain</para></listitem>
	<listitem><para>Placing Windows 9x / Me clients in user level security - if it is desired to allow
	all client share access to be controlled according to domain user / group identities.</para></listitem>
	<listitem><para>Adding and managing domain user accounts</para></listitem>
</itemizedlist>

<note><para>
Roaming Profiles and System/Network policies are advanced network administration topics
that are covered in the <link linkend="ProfileMgmt"></link> and 
<link linkend="PolicyMgmt"></link> chapters of this document.  However, these are not
necessarily specific to a Samba PDC as much as they are related to Windows NT networking concepts.
</para></note>

<para>
A Domain Controller is an SMB/CIFS server that:
</para>

<itemizedlist>
	<listitem><para>
	Registers and advertises itself as a Domain Controller (through NetBIOS broadcasts
	as well as by way of name registrations either by Mailslot Broadcasts over UDP broadcast,
	to a WINS server over UDP unicast, or via DNS and Active Directory)
	</para></listitem>

	<listitem><para>
	Provides the NETLOGON service (actually a collection of services that runs over
	a number of protocols. These include the LanMan Logon service, the Netlogon service,
	the Local Security Account service, and variations of them)
	</para></listitem>

	<listitem><para>
	Provides a share called NETLOGON
	</para></listitem>
</itemizedlist>

<!-- FIXME: Provide link for "domain master browser" -->

<para>
For Samba to provide these is rather easy to configure. Each Samba Domain Controller must provide
the NETLOGON service which Samba calls the <smbconfoption><name>domain logons</name></smbconfoption> functionality
(after the name of the parameter in the &smb.conf; file). Additionally, one (1) server in a Samba-3
Domain must advertise itself as the domain master browser<footnote>See also <link linkend="NetworkBrowsing"/></footnote>. This causes the Primary Domain Controller
to claim domain specific NetBIOS name that identifies it as a domain master browser for its given
domain/workgroup. Local master browsers in the same domain/workgroup on broadcast-isolated subnets
then ask for a complete copy of the browse list for the whole wide area network. Browser clients
will then contact their local master browser, and will receive the domain-wide browse list,
instead of just the list for their broadcast-isolated subnet.
</para>

</sect2>
</sect1>

<sect1>
<title>Domain Control - Example Configuration</title>

<para>
The first step in creating a working Samba PDC is to understand the parameters necessary
in &smb.conf;.  An example &smb.conf; for acting as a PDC can be found in example
<link linkend="pdc-example"/>. 
</para>

<para>
<smbconfexample id="pdc-example">
<title>smb.conf for being a PDC</title>
<smbconfsection>[global]</smbconfsection>
<smbconfoption><name>netbios name</name><value><replaceable>BELERIAND</replaceable></value></smbconfoption>
<smbconfoption><name>workgroup</name><value><replaceable>&example.workgroup;</replaceable></value></smbconfoption>
<smbconfoption><name>passdb backend</name><value>ldapsam, guest</value></smbconfoption>
<smbconfoption><name>os level</name><value>33</value></smbconfoption>
<smbconfoption><name>preferred master</name><value>yes</value></smbconfoption>
<smbconfoption><name>domain master</name><value>yes</value></smbconfoption>
<smbconfoption><name>local master</name><value>yes</value></smbconfoption>
<smbconfoption><name>security</name><value>user</value></smbconfoption>
<smbconfoption><name>encrypt passwords</name><value>yes</value></smbconfoption>
<smbconfoption><name>domain logons</name><value>yes</value></smbconfoption>
<smbconfoption><name>logon path</name><value>\\%N\profiles\%u</value></smbconfoption>
<smbconfoption><name>logon drive</name><value>H:</value></smbconfoption>
<smbconfoption><name>logon home</name><value>\\homeserver\%u\winprofile</value></smbconfoption>
<smbconfoption><name>logon script</name><value>logon.cmd</value></smbconfoption>

<smbconfsection>[netlogon]</smbconfsection>
<smbconfoption><name>path</name><value>/var/lib/samba/netlogon</value></smbconfoption>
<smbconfoption><name>read only</name><value>yes</value></smbconfoption>
<smbconfoption><name>write list</name><value><replaceable>ntadmin</replaceable></value></smbconfoption>

<smbconfsection>[profiles]</smbconfsection>
<smbconfoption><name>path</name><value>/var/lib/samba/profiles</value></smbconfoption>
<smbconfoption><name>read only</name><value>no</value></smbconfoption>
<smbconfoption><name>create mask</name><value>0600</value></smbconfoption>
<smbconfoption><name>directory mask</name><value>0700</value></smbconfoption>
</smbconfexample>
</para>

<para>
The basic options shown above are explained as follows:
</para>

<variablelist>
	<varlistentry><term>passdb backend</term><para>:</para>
		<listitem><para>
		This contains all the user and group account information. Acceptable values for a PDC
		are: <emphasis>smbpasswd, tdbsam, ldapsam</emphasis>. The 'guest' entry provides needed
		default accounts.</para>

		<para>
		Where is is intended to use backup domain controllers (BDCs) the only logical choice is
		to use LDAP so that the passdb backend can be distributed. The tdbsam and smbpasswd files
		can not effectively be distributed and therefore should not be used.
		</para></listitem>
	</varlistentry>
	<varlistentry><term>Domain Control Parameters</term><para>:</para>
		<listitem><para>
		The parameters <emphasis>os level, preferred master, domain master, security, 
		encrypt passwords, domain logons</emphasis> play a central role in assuring domain
		control and network logon support.</para>

		<para>
		The <emphasis>os level</emphasis> must be set at or above a value of 32. A domain controller
		must be the domain master browser, must be set in <emphasis>user</emphasis> mode security,
		must support Microsoft compatible encrypted passwords, and must provide the network logon
		service (domain logons). Encrypted passwords must be enabled, for more details on how 
		to do this, refer to <link linkend="passdb"></link>.
		</para></listitem>
	</varlistentry>
	<varlistentry><term>Environment Parameters</term><para>:</para>
		<listitem><para>
		The parameters <emphasis>logon path, logon home, logon drive, logon script</emphasis> are
		environment support settings that help to facilitate client logon operations and that help
		to provide automated control facilities to ease network management overheads. Please refer
		to the man page information for these parameters.
		</para></listitem>
	</varlistentry>
	<varlistentry><term>NETLOGON Share</term><para>:</para>
		<listitem><para>
		The NETLOGON share plays a central role in domain logon and domain membership support.
		This share is provided on all Microsoft domain controllers. It is used to provide logon
		scripts, to store Group Policy files (NTConfig.POL), as well as to locate other common
		tools that may be needed for logon processing. This is an essential share on a domain controller.
		</para></listitem>
	</varlistentry>
	<varlistentry><term>PROFILE Share</term><para>:</para>
		<listitem><para>
		This share is used to store user desktop profiles. Eash user must have a directory at the root
		of this share. This directory must be write enabled for the user and must be globally read enabled.
		Samba-3 has a VFS module called 'fake_permissions' that may be installed on this share. This will
		allow a Samba administrator to make the directory read only to everyone. Of course this is useful
		only after the profile has been properly created.
		</para></listitem>
	</varlistentry>
</variablelist>

<note><para>
The above parameters make for a full set of parameters that may define the server's mode
of operation. The following &smb.conf; parameters are the essentials alone:
</para>

<para>
<smbconfblock>
<smbconfoption><name>netbios name</name><value>BELERIAND</value></smbconfoption>
<smbconfoption><name>workgroup</name><value>&example.workgroup;</value></smbconfoption>
<smbconfoption><name>domain logons</name><value>Yes</value></smbconfoption>
<smbconfoption><name>domain master</name><value>Yes</value></smbconfoption>
<smbconfoption><name>security</name><value>User</value></smbconfoption>
</smbconfblock>
</para>

<para>
The additional parameters shown in the longer listing above just makes for
more complete explanation.
</para></note>

</sect1>

<sect1>
<title>Samba ADS Domain Control</title>

<para>
Samba-3 is not, and can not act as, an Active Directory Server. It can not truly function as
an Active Directory Primary Domain Controller. The protocols for some of the functionality
the Active Directory Domain Controllers has been partially implemented on an experimental
only basis. Please do NOT expect Samba-3 to support these protocols. Do not depend
on any such functionality either now or in the future. The Samba-Team may remove these
experimental features or may change their behaviour. This is mentioned for the benefit of those
who have discovered secret capabilities in samba-3 and who have asked when this functionality will be
completed. The answer is: Maybe or maybe never!
</para>

<para>
To be sure: Samba-3 is designed to provide most of the functionality that Microsoft Windows NT4 style
domain controllers have. Samba-3 does NOT have all the capabilities of Windows NT4, but it does have
a number of features that Windows NT4 domain contollers do not have. In short, Samba-3 is not NT4 and it
is not Windows Server 200x and it is not an Active Directory server. We hope this is plain and simple
enough for all to understand.
</para>

</sect1>

<sect1>
<title>Domain and Network Logon Configuration</title>

<para>
The subject of Network or Domain Logons is discussed here because it forms
an integral part of the essential functionality that is provided by a Domain Controller.
</para>

<sect2>
<title>Domain Network Logon Service</title>

<para>
All Domain Controllers must run the netlogon service (<emphasis>domain logons</emphasis>
in Samba). One Domain Controller must be configured with <smbconfoption><name>domain master</name><value>Yes</value></smbconfoption>
(the Primary Domain Controller); on ALL Backup Domain Controllers <smbconfoption><name>domain master</name><value>No</value></smbconfoption>
must be set.
</para>

<sect3>
<title>Example Configuration</title>

<smbconfexample>
	<title>smb.conf for being a PDC</title>
	<smbconfsection>[global]</smbconfsection>
<smbconfoption><name>domain logons</name><value>Yes</value></smbconfoption>
<smbconfoption><name>domain master</name><value>(Yes on PDC, No on BDCs)</value></smbconfoption>

<smbconfsection>[netlogon]</smbconfsection>
<smbconfoption><name>comment</name><value>Network Logon Service</value></smbconfoption>
<smbconfoption><name>path</name><value>/var/lib/samba/netlogon</value></smbconfoption>
<smbconfoption><name>guest ok</name><value>Yes</value></smbconfoption>
<smbconfoption><name>browseable</name><value>No</value></smbconfoption>
</smbconfexample>

</sect3>
<sect3>
<title>The Special Case of MS Windows XP Home Edition</title>

<note><para>
MS Windows XP Home Edition does not have the ability to join any type of Domain
security facility. Unlike, MS Windows 9x / Me, MS Windows XP Home Edition also completely
lacks the ability to log onto a network.
</para></note>

<para>
To be completely clear: If you want MS Windows XP Home Edition to integrate with your
MS Windows NT4 or Active Directory Domain security understand - IT CAN NOT BE DONE.
Your only choice is to buy the upgrade pack from MS Windows XP Home Edition to
MS Windows XP Professional.
</para>

<para>
Now that this has been said, please do NOT ask the mailing list, or email any of the
Samba-Team members with your questions asking how to make this work. It can't be done.
If it can be done, then to do so would violate your software license agreement with
Microsoft, and we recommend that you do not do that.
</para>

</sect3>

<sect3>
<title>The Special Case of Windows 9x / Me</title>

<para>
A domain and a workgroup are exactly the same in terms of network
browsing.  The difference is that a distributable authentication
database is associated with a domain, for secure login access to a
network.  Also, different access rights can be granted to users if they
successfully authenticate against a domain logon server. Samba-3 does this
now in the same way that MS Windows NT/2K.
</para>

<para>
The SMB client logging on to a domain has an expectation that every other
server in the domain should accept the same authentication information.
Network browsing functionality of domains and workgroups is identical and
is explained in this documentation under the browsing discussions.
It should be noted, that browsing is totally orthogonal to logon support.
</para>

<para>
Issues related to the single-logon network model are discussed in this
section.  Samba supports domain logons, network logon scripts, and user
profiles for MS Windows for workgroups and MS Windows 9X/ME clients
which are the focus of this section.
</para>

<para>
When an SMB client in a domain wishes to logon, it broadcasts requests for a
logon server.  The first one to reply gets the job, and validates its
password using whatever mechanism the Samba administrator has installed.
It is possible (but ill advised ) to create a domain where the user
database is not shared between servers, i.e. they are effectively workgroup
servers advertising themselves as participating in a domain.  This
demonstrates how authentication is quite different from but closely
involved with domains.
</para>

<para>
Using these features you can make your clients verify their logon via
the Samba server; make clients run a batch file when they logon to
the network and download their preferences, desktop and start menu.
</para>

<para><emphasis>
MS Windows XP Home edition is NOT able to join a domain and does not permit
the use of domain logons.
</emphasis></para>

<para>
Before launching into the configuration instructions, it is 
worthwhile to look at how a Windows 9x/ME client performs a logon:
</para>

<orderedlist>
<listitem>
	<para>
	The client broadcasts (to the IP broadcast address of the subnet it is in)
	a NetLogon request. This is sent to the NetBIOS name DOMAIN&lt;#1c&gt; at the
	NetBIOS layer.  The client chooses the first response it receives, which
	contains the NetBIOS name of the logon server to use in the format of 
	<filename>\\SERVER</filename>.
	</para>
</listitem>

<listitem>
	<para>
	The client then connects to that server, logs on (does an SMBsessetupX) and
	then connects to the IPC$ share (using an SMBtconX).
	</para>
</listitem>

<listitem>
	<para>
	The client then does a NetWkstaUserLogon request, which retrieves the name
	of the user's logon script. 
	</para>
</listitem>

<listitem>
	<para>
	The client then connects to the NetLogon share and searches for said script 	
	and if it is found and can be read, is retrieved and executed by the client.
	After this, the client disconnects from the NetLogon share.
	</para>
</listitem>

<listitem>
	<para>
	The client then sends a NetUserGetInfo request to the server, to retrieve
	the user's home share, which is used to search for profiles. Since the
	response to the NetUserGetInfo request does not contain much more than	
	the user's home share, profiles for Win9X clients MUST reside in the user
	home directory.
	</para>
</listitem>

<listitem>
	<para>
	The client then connects to the user's home share and searches for the 
	user's profile. As it turns out, you can specify the user's home share as
	a sharename and path. For example, <filename>\\server\fred\.winprofile</filename>.
	If the profiles are found, they are implemented.
	</para>
</listitem>

<listitem>
	<para>
	The client then disconnects from the user's home share, and reconnects to
	the NetLogon share and looks for <filename>CONFIG.POL</filename>, the policies file. If this is
	found, it is read and implemented.
	</para>
</listitem>
</orderedlist>

<para>
The main difference between a PDC and a Windows 9x logon server configuration is that
</para>

<itemizedlist>
<listitem><para>
	Password encryption is not required for a Windows 9x logon server. But note
	that beginning with MS Windows 98 the default setting is that plain-text
	password support is disabled. It can be re-enabled with the registry
	changes that are documented in the chapter on Policies.
	</para></listitem>

	<listitem><para>
	Windows 9x/ME clients do not require and do not use machine trust accounts.
	</para></listitem>
</itemizedlist>

<para>
A Samba PDC will act as a Windows 9x logon server; after all, it does provide the
network logon services that MS Windows 9x / Me expect to find.
</para>

<note><para>
Use of plain-text passwords is strongly discouraged. Where used they are easily detected
using a sniffer tool to examine network traffic.
</para></note>

</sect3>
</sect2>

<sect2>
<title>Security Mode and Master Browsers</title>

<para>
There are a few comments to make in order to tie up some 
loose ends.  There has been much debate over the issue of whether
or not it is ok to configure Samba as a Domain Controller in security
modes other than <constant>USER</constant>.  The only security mode 
which  will not work due to technical reasons is <constant>SHARE</constant>
mode security.  <constant>DOMAIN</constant> and <constant>SERVER</constant>
mode security are really just a variation on SMB user level security.
</para>

<para>
Actually, this issue is also closely tied to the debate on whether 
or not Samba must be the domain master browser for its workgroup
when operating as a DC.  While it may technically be possible
to configure a server as such (after all, browsing and domain logons
are two distinctly different functions), it is not a good idea to do
so.  You should remember that the DC must register the DOMAIN&lt;#1b&gt; NetBIOS 
name.  This is the name used by Windows clients to locate the DC.
Windows clients do not distinguish between the DC and the DMB.
A DMB is a Domain Master Browser - see <link linkend="DMB"></link>.
For this reason, it is very wise to configure the Samba DC as the DMB.
</para>

<para>
Now back to the issue of configuring a Samba DC to use a mode other
than <smbconfoption><name>security</name><value>user</value></smbconfoption>.  If a Samba host is configured to use 
another SMB server or DC in order to validate user connection 
requests, then it is a fact that some other machine on the network 
(the <smbconfoption><name>password server</name></smbconfoption>) knows more about the user than the Samba host.
99% of the time, this other host is a domain controller.  Now 
in order to operate in domain mode security, the <smbconfoption><name>workgroup</name></smbconfoption> parameter
must be set to the name of the Windows NT domain (which already 
has a domain controller). If the domain does NOT already have a Domain Controller
then you do not yet have a Domain!
</para>

<para>
Configuring a Samba box as a DC for a domain that already by definition has a
PDC is asking for trouble. Therefore, you should always configure the Samba DC
to be the DMB for its domain and set <smbconfoption><name>security</name><value>user</value></smbconfoption>.
This is the only officially supported mode of operation.
</para>

</sect2>

</sect1>

<sect1>
<title>Common Errors</title>

<sect2>
	<title>'$' cannot be included in machine name</title>
<para>
A 'machine account', (typically) stored in <filename>/etc/passwd</filename>,
takes the form of the machine name with a '$' appended. FreeBSD (and other BSD 
systems?) won't create a user with a '$' in their name.
</para>

<para>
The problem is only in the program used to make the entry. Once made, it works perfectly.
Create a user without the '$'. Then use <command>vipw</command> to edit the entry, adding
the '$'. Or create the whole entry with vipw if you like; make sure you use a unique User ID!
</para>

<note><para>
The UNIX tool <command>vipw</command> is a common tool for directly editting the <filename>/etc/passwd</filename> file.
</para></note>

</sect2>

<sect2>
	<title>Joining domain fails because of existing machine account</title>
		
<para><quote>I get told "You already have a connection to the Domain...." 
or "Cannot join domain, the credentials supplied conflict with an 
existing set.." when creating a machine trust account.</quote></para>

<para>
This happens if you try to create a machine trust account from the 
machine itself and already have a connection (e.g. mapped drive) 
to a share (or IPC$) on the Samba PDC.  The following command
will remove all network drive connections:
</para>

<screen>
&dosprompt;<userinput>net use * /d</userinput>
</screen>

<para>
Further, if the machine is already a 'member of a workgroup' that 
is the same name as the domain you are joining (bad idea) you will 
get this message.  Change the workgroup name to something else, it 
does not matter what, reboot, and try again.
</para>
</sect2>

<sect2>
<title>The system can not log you on (C000019B)....</title>

<para><quote>I joined the domain successfully but after upgrading 
to a newer version of the Samba code I get the message, <errorname>The system 
can not log you on (C000019B), Please try again or consult your 
system administrator</errorname> when attempting to logon.</quote>
</para>

<para>
This occurs when the domain SID stored in the secrets.tdb database
is changed. The most common cause of a change in domain SID is when
the domain name and/or the server name (NetBIOS name) is changed.
The only way to correct the problem is to restore the original domain 
SID or remove the domain client from the domain and rejoin. The domain
SID may be reset using either the net or rpcclient utilities.
</para>

<para>
The reset or change the domain SID you can use the net command as follows:

<screen>
&rootprompt;<userinput>net getlocalsid 'OLDNAME'</userinput>
&rootprompt;<userinput>net setlocalsid 'SID'</userinput>
</screen>
</para>

<para>
Workstation machine trust accounts work only with the Domain (or network) SID. If this SID changes
then domain members (workstations) will not be able to log onto the domain. The original Domain SID
can be recovered from the secrets.tdb file. The alternative is to visit each workstation to re-join
it to the domain.
</para>

</sect2>

<sect2>
	<title>The machine trust account not accessible</title>

<para>
	<quote>When I try to join the domain I get the message <errorname>The machine account 
for this computer either does not exist or is not accessible</errorname>. What's 
wrong?</quote>
</para>

<para>
This problem is caused by the PDC not having a suitable machine trust account. 
If you are using the <smbconfoption><name>add machine script</name></smbconfoption> method to create 
accounts then this would indicate that it has not worked. Ensure the domain 
admin user system is working.
</para>

<para>
Alternatively if you are creating account entries manually then they 
have not been created correctly. Make sure that you have the entry 
correct for the machine trust account in <filename>smbpasswd</filename> file on the Samba PDC. 
If you added the account using an editor rather than using the smbpasswd 
utility, make sure that the account name is the machine NetBIOS name 
with a '$' appended to it ( i.e. computer_name$ ). There must be an entry 
in both /etc/passwd and the smbpasswd file.
</para>

<para>
Some people have also reported 
that inconsistent subnet masks between the Samba server and the NT 
client can cause this problem.   Make sure that these are consistent 
for both client and server.
</para>
</sect2>

<sect2>
	<title>Account disabled</title>

	<para><quote>When I attempt to login to a Samba Domain from a NT4/W2K workstation,
			I get a message about my account being disabled.</quote></para>

<para>
Enable the user accounts with <userinput>smbpasswd -e <replaceable>username</replaceable>
</userinput>, this is normally done as an account is created.
</para>

</sect2>

<sect2>
	<title>Domain Controller Unavailable</title>
		
	<para><quote>Until a few minutes after Samba has started, clients get the error "Domain Controller Unavailable"</quote></para>

	<para>
		A domain controller has to announce on the network who it is. This usually takes a while.
	</para>
</sect2>

<sect2>
	<title>Can not log onto domain member workstation after joining domain</title>

	<para>After successfully joining the domain user logons fail with one of two messages:</para>

	<para>One to the effect that the domain controller can not be found, the other claiming that the
	account does not exist in the domain or that the password is incorrect.</para>

	<para>This may be due to incompatible settings between
	the Windows client and the Samba-3 server for <emphasis>schannel</emphasis> (secure channel) settings
	or <emphasis>smb signing</emphasis> settings. Check your samba settings for <emphasis>
	client schannel, server schannel, client signing, server signing</emphasis> by executing:
	<command>testparm -v | more</command> and looking for the value of these parameters.
	</para>

	<para>
	Also use the Microsoft Management Console - Local Security Settings. This tool is available from the
	Control Panel. The Policy settings are found in the Local Policies / Securty Options area and are prefixed by
	<emphasis>Secure Channel: ..., and Digitally sign ...</emphasis>.
	</para>

	<para>
	It is important that these be set consistently with the Samba-3 server settings.
	</para>

</sect2>

</sect1>
</chapter>