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diff --git a/docs/htmldocs/UNIX_INSTALL.html b/docs/htmldocs/UNIX_INSTALL.html new file mode 100644 index 00000000000..7194e1154ec --- /dev/null +++ b/docs/htmldocs/UNIX_INSTALL.html @@ -0,0 +1,820 @@ +<HTML +><HEAD +><TITLE +>How to Install and Test SAMBA</TITLE +><META +NAME="GENERATOR" +CONTENT="Modular DocBook HTML Stylesheet Version 1.57"></HEAD +><BODY +CLASS="ARTICLE" +BGCOLOR="#FFFFFF" +TEXT="#000000" +LINK="#0000FF" +VLINK="#840084" +ALINK="#0000FF" +><DIV +CLASS="ARTICLE" +><DIV +CLASS="TITLEPAGE" +><H1 +CLASS="TITLE" +><A +NAME="INSTALL" +>How to Install and Test SAMBA</A +></H1 +><HR></DIV +><DIV +CLASS="SECT1" +><H1 +CLASS="SECT1" +><A +NAME="AEN3" +>Step 0: Read the man pages</A +></H1 +><P +>The man pages distributed with SAMBA contain + lots of useful info that will help to get you started. + If you don't know how to read man pages then try + something like:</P +><P +><TT +CLASS="PROMPT" +>$ </TT +><TT +CLASS="USERINPUT" +><B +>nroff -man smbd.8 | more + </B +></TT +></P +><P +>Other sources of information are pointed to + by the Samba web site,<A +HREF="http://www.samba.org/" +TARGET="_top" +> http://www.samba.org</A +></P +></DIV +><DIV +CLASS="SECT1" +><HR><H1 +CLASS="SECT1" +><A +NAME="AEN11" +>Step 1: Building the Binaries</A +></H1 +><P +>To do this, first run the program <B +CLASS="COMMAND" +>./configure + </B +> in the source directory. This should automatically + configure Samba for your operating system. If you have unusual + needs then you may wish to run</P +><P +><TT +CLASS="PROMPT" +>root# </TT +><TT +CLASS="USERINPUT" +><B +>./configure --help + </B +></TT +></P +><P +>first to see what special options you can enable. + Then executing</P +><P +><TT +CLASS="PROMPT" +>root# </TT +><TT +CLASS="USERINPUT" +><B +>make</B +></TT +></P +><P +>will create the binaries. Once it's successfully + compiled you can use </P +><P +><TT +CLASS="PROMPT" +>root# </TT +><TT +CLASS="USERINPUT" +><B +>make install</B +></TT +></P +><P +>to install the binaries and manual pages. You can + separately install the binaries and/or man pages using</P +><P +><TT +CLASS="PROMPT" +>root# </TT +><TT +CLASS="USERINPUT" +><B +>make installbin + </B +></TT +></P +><P +>and</P +><P +><TT +CLASS="PROMPT" +>root# </TT +><TT +CLASS="USERINPUT" +><B +>make installman + </B +></TT +></P +><P +>Note that if you are upgrading for a previous version + of Samba you might like to know that the old versions of + the binaries will be renamed with a ".old" extension. You + can go back to the previous version with</P +><P +><TT +CLASS="PROMPT" +>root# </TT +><TT +CLASS="USERINPUT" +><B +>make revert + </B +></TT +></P +><P +>if you find this version a disaster!</P +></DIV +><DIV +CLASS="SECT1" +><HR><H1 +CLASS="SECT1" +><A +NAME="AEN39" +>Step 2: The all important step</A +></H1 +><P +>At this stage you must fetch yourself a + coffee or other drink you find stimulating. Getting the rest + of the install right can sometimes be tricky, so you will + probably need it.</P +><P +>If you have installed samba before then you can skip + this step.</P +></DIV +><DIV +CLASS="SECT1" +><HR><H1 +CLASS="SECT1" +><A +NAME="AEN43" +>Step 3: Create the smb configuration file.</A +></H1 +><P +>There are sample configuration files in the examples + subdirectory in the distribution. I suggest you read them + carefully so you can see how the options go together in + practice. See the man page for all the options.</P +><P +>The simplest useful configuration file would be + something like this:</P +><P +><PRE +CLASS="PROGRAMLISTING" +> [global] + workgroup = MYGROUP + + [homes] + guest ok = no + read only = no + </PRE +></P +><P +>which would allow connections by anyone with an + account on the server, using either their login name or + "homes" as the service name. (Note that I also set the + workgroup that Samba is part of. See BROWSING.txt for details)</P +><P +>Note that <B +CLASS="COMMAND" +>make install</B +> will not install + a <TT +CLASS="FILENAME" +>smb.conf</TT +> file. You need to create it + yourself. </P +><P +>Make sure you put the smb.conf file in the same place + you specified in the<TT +CLASS="FILENAME" +>Makefile</TT +> (the default is to + look for it in <TT +CLASS="FILENAME" +>/usr/local/samba/lib/</TT +>).</P +><P +>For more information about security settings for the + [homes] share please refer to the document UNIX_SECURITY.txt.</P +></DIV +><DIV +CLASS="SECT1" +><HR><H1 +CLASS="SECT1" +><A +NAME="AEN57" +>Step 4: Test your config file with + <B +CLASS="COMMAND" +>testparm</B +></A +></H1 +><P +>It's important that you test the validity of your + <TT +CLASS="FILENAME" +>smb.conf</TT +> file using the testparm program. + If testparm runs OK then it will list the loaded services. If + not it will give an error message.</P +><P +>Make sure it runs OK and that the services look + reasonable before proceeding. </P +></DIV +><DIV +CLASS="SECT1" +><HR><H1 +CLASS="SECT1" +><A +NAME="AEN63" +>Step 5: Starting the smbd and nmbd</A +></H1 +><P +>You must choose to start smbd and nmbd either + as daemons or from <B +CLASS="COMMAND" +>inetd</B +>. Don't try + to do both! Either you can put them in <TT +CLASS="FILENAME" +> inetd.conf</TT +> and have them started on demand + by <B +CLASS="COMMAND" +>inetd</B +>, or you can start them as + daemons either from the command line or in <TT +CLASS="FILENAME" +> /etc/rc.local</TT +>. See the man pages for details + on the command line options. Take particular care to read + the bit about what user you need to be in order to start + Samba. In many cases you must be root.</P +><P +>The main advantage of starting <B +CLASS="COMMAND" +>smbd</B +> + and <B +CLASS="COMMAND" +>nmbd</B +> as a daemon is that they will + respond slightly more quickly to an initial connection + request. This is, however, unlikely to be a problem.</P +><DIV +CLASS="SECT2" +><HR><H2 +CLASS="SECT2" +><A +NAME="AEN73" +>Step 5a: Starting from inetd.conf</A +></H2 +><P +>NOTE; The following will be different if + you use NIS or NIS+ to distributed services maps.</P +><P +>Look at your <TT +CLASS="FILENAME" +>/etc/services</TT +>. + What is defined at port 139/tcp. If nothing is defined + then add a line like this:</P +><P +><TT +CLASS="USERINPUT" +><B +>netbios-ssn 139/tcp</B +></TT +></P +><P +>similarly for 137/udp you should have an entry like:</P +><P +><TT +CLASS="USERINPUT" +><B +>netbios-ns 137/udp</B +></TT +></P +><P +>Next edit your <TT +CLASS="FILENAME" +>/etc/inetd.conf</TT +> + and add two lines something like this:</P +><P +><PRE +CLASS="PROGRAMLISTING" +> netbios-ssn stream tcp nowait root /usr/local/samba/bin/smbd smbd + netbios-ns dgram udp wait root /usr/local/samba/bin/nmbd nmbd + </PRE +></P +><P +>The exact syntax of <TT +CLASS="FILENAME" +>/etc/inetd.conf</TT +> + varies between unixes. Look at the other entries in inetd.conf + for a guide.</P +><P +>NOTE: Some unixes already have entries like netbios_ns + (note the underscore) in <TT +CLASS="FILENAME" +>/etc/services</TT +>. + You must either edit <TT +CLASS="FILENAME" +>/etc/services</TT +> or + <TT +CLASS="FILENAME" +>/etc/inetd.conf</TT +> to make them consistent.</P +><P +>NOTE: On many systems you may need to use the + "interfaces" option in smb.conf to specify the IP address + and netmask of your interfaces. Run <B +CLASS="COMMAND" +>ifconfig</B +> + as root if you don't know what the broadcast is for your + net. <B +CLASS="COMMAND" +>nmbd</B +> tries to determine it at run + time, but fails on some unixes. See the section on "testing nmbd" + for a method of finding if you need to do this.</P +><P +>!!!WARNING!!! Many unixes only accept around 5 + parameters on the command line in <TT +CLASS="FILENAME" +>inetd.conf</TT +>. + This means you shouldn't use spaces between the options and + arguments, or you should use a script, and start the script + from <B +CLASS="COMMAND" +>inetd</B +>.</P +><P +>Restart <B +CLASS="COMMAND" +>inetd</B +>, perhaps just send + it a HUP. If you have installed an earlier version of <B +CLASS="COMMAND" +> nmbd</B +> then you may need to kill nmbd as well.</P +></DIV +><DIV +CLASS="SECT2" +><HR><H2 +CLASS="SECT2" +><A +NAME="AEN102" +>Step 5b. Alternative: starting it as a daemon</A +></H2 +><P +>To start the server as a daemon you should create + a script something like this one, perhaps calling + it <TT +CLASS="FILENAME" +>startsmb</TT +>.</P +><P +><PRE +CLASS="PROGRAMLISTING" +> #!/bin/sh + /usr/local/samba/bin/smbd -D + /usr/local/samba/bin/nmbd -D + </PRE +></P +><P +>then make it executable with <B +CLASS="COMMAND" +>chmod + +x startsmb</B +></P +><P +>You can then run <B +CLASS="COMMAND" +>startsmb</B +> by + hand or execute it from <TT +CLASS="FILENAME" +>/etc/rc.local</TT +> + </P +><P +>To kill it send a kill signal to the processes + <B +CLASS="COMMAND" +>nmbd</B +> and <B +CLASS="COMMAND" +>smbd</B +>.</P +><P +>NOTE: If you use the SVR4 style init system then + you may like to look at the <TT +CLASS="FILENAME" +>examples/svr4-startup</TT +> + script to make Samba fit into that system.</P +></DIV +></DIV +><DIV +CLASS="SECT1" +><HR><H1 +CLASS="SECT1" +><A +NAME="AEN118" +>Step 6: Try listing the shares available on your + server</A +></H1 +><P +><TT +CLASS="PROMPT" +>$ </TT +><TT +CLASS="USERINPUT" +><B +>smbclient -L + <TT +CLASS="REPLACEABLE" +><I +>yourhostname</I +></TT +></B +></TT +></P +><P +>Your should get back a list of shares available on + your server. If you don't then something is incorrectly setup. + Note that this method can also be used to see what shares + are available on other LanManager clients (such as WfWg).</P +><P +>If you choose user level security then you may find + that Samba requests a password before it will list the shares. + See the <B +CLASS="COMMAND" +>smbclient</B +> man page for details. (you + can force it to list the shares without a password by + adding the option -U% to the command line. This will not work + with non-Samba servers)</P +></DIV +><DIV +CLASS="SECT1" +><HR><H1 +CLASS="SECT1" +><A +NAME="AEN127" +>Step 7: Try connecting with the unix client</A +></H1 +><P +><TT +CLASS="PROMPT" +>$ </TT +><TT +CLASS="USERINPUT" +><B +>smbclient <TT +CLASS="REPLACEABLE" +><I +> //yourhostname/aservice</I +></TT +></B +></TT +></P +><P +>Typically the <TT +CLASS="REPLACEABLE" +><I +>yourhostname</I +></TT +> + would be the name of the host where you installed <B +CLASS="COMMAND" +> smbd</B +>. The <TT +CLASS="REPLACEABLE" +><I +>aservice</I +></TT +> is + any service you have defined in the <TT +CLASS="FILENAME" +>smb.conf</TT +> + file. Try your user name if you just have a [homes] section + in <TT +CLASS="FILENAME" +>smb.conf</TT +>.</P +><P +>For example if your unix host is bambi and your login + name is fred you would type:</P +><P +><TT +CLASS="PROMPT" +>$ </TT +><TT +CLASS="USERINPUT" +><B +>smbclient //bambi/fred + </B +></TT +></P +></DIV +><DIV +CLASS="SECT1" +><HR><H1 +CLASS="SECT1" +><A +NAME="AEN143" +>Step 8: Try connecting from a DOS, WfWg, Win9x, WinNT, + Win2k, OS/2, etc... client</A +></H1 +><P +>Try mounting disks. eg:</P +><P +><TT +CLASS="PROMPT" +>C:\WINDOWS\> </TT +><TT +CLASS="USERINPUT" +><B +>net use d: \\servername\service + </B +></TT +></P +><P +>Try printing. eg:</P +><P +><TT +CLASS="PROMPT" +>C:\WINDOWS\> </TT +><TT +CLASS="USERINPUT" +><B +>net use lpt1: + \\servername\spoolservice</B +></TT +></P +><P +><TT +CLASS="PROMPT" +>C:\WINDOWS\> </TT +><TT +CLASS="USERINPUT" +><B +>print filename + </B +></TT +></P +><P +>Celebrate, or send me a bug report!</P +></DIV +><DIV +CLASS="SECT1" +><HR><H1 +CLASS="SECT1" +><A +NAME="AEN157" +>What If Things Don't Work?</A +></H1 +><P +>If nothing works and you start to think "who wrote + this pile of trash" then I suggest you do step 2 again (and + again) till you calm down.</P +><P +>Then you might read the file DIAGNOSIS.txt and the + FAQ. If you are still stuck then try the mailing list or + newsgroup (look in the README for details). Samba has been + successfully installed at thousands of sites worldwide, so maybe + someone else has hit your problem and has overcome it. You could + also use the WWW site to scan back issues of the samba-digest.</P +><P +>When you fix the problem PLEASE send me some updates to the + documentation (or source code) so that the next person will find it + easier. </P +><DIV +CLASS="SECT2" +><HR><H2 +CLASS="SECT2" +><A +NAME="AEN162" +>Diagnosing Problems</A +></H2 +><P +>If you have installation problems then go to + <TT +CLASS="FILENAME" +>DIAGNOSIS.txt</TT +> to try to find the + problem.</P +></DIV +><DIV +CLASS="SECT2" +><HR><H2 +CLASS="SECT2" +><A +NAME="AEN166" +>Scope IDs</A +></H2 +><P +>By default Samba uses a blank scope ID. This means + all your windows boxes must also have a blank scope ID. + If you really want to use a non-blank scope ID then you will + need to use the -i <scope> option to nmbd, smbd, and + smbclient. All your PCs will need to have the same setting for + this to work. I do not recommend scope IDs.</P +></DIV +><DIV +CLASS="SECT2" +><HR><H2 +CLASS="SECT2" +><A +NAME="AEN169" +>Choosing the Protocol Level</A +></H2 +><P +>The SMB protocol has many dialects. Currently + Samba supports 5, called CORE, COREPLUS, LANMAN1, + LANMAN2 and NT1.</P +><P +>You can choose what maximum protocol to support + in the <TT +CLASS="FILENAME" +>smb.conf</TT +> file. The default is + NT1 and that is the best for the vast majority of sites.</P +><P +>In older versions of Samba you may have found it + necessary to use COREPLUS. The limitations that led to + this have mostly been fixed. It is now less likely that you + will want to use less than LANMAN1. The only remaining advantage + of COREPLUS is that for some obscure reason WfWg preserves + the case of passwords in this protocol, whereas under LANMAN1, + LANMAN2 or NT1 it uppercases all passwords before sending them, + forcing you to use the "password level=" option in some cases.</P +><P +>The main advantage of LANMAN2 and NT1 is support for + long filenames with some clients (eg: smbclient, Windows NT + or Win95). </P +><P +>See the smb.conf(5) manual page for more details.</P +><P +>Note: To support print queue reporting you may find + that you have to use TCP/IP as the default protocol under + WfWg. For some reason if you leave Netbeui as the default + it may break the print queue reporting on some systems. + It is presumably a WfWg bug.</P +></DIV +><DIV +CLASS="SECT2" +><HR><H2 +CLASS="SECT2" +><A +NAME="AEN178" +>Printing from UNIX to a Client PC</A +></H2 +><P +>To use a printer that is available via a smb-based + server from a unix host you will need to compile the + smbclient program. You then need to install the script + "smbprint". Read the instruction in smbprint for more details. + </P +><P +>There is also a SYSV style script that does much + the same thing called smbprint.sysv. It contains instructions.</P +></DIV +><DIV +CLASS="SECT2" +><HR><H2 +CLASS="SECT2" +><A +NAME="AEN182" +>Locking</A +></H2 +><P +>One area which sometimes causes trouble is locking.</P +><P +>There are two types of locking which need to be + performed by a SMB server. The first is "record locking" + which allows a client to lock a range of bytes in a open file. + The second is the "deny modes" that are specified when a file + is open.</P +><P +>Record locking semantics under Unix is very + different from record locking under Windows. Versions + of Samba before 2.2 have tried to use the native + fcntl() unix system call to implement proper record + locking between different Samba clients. This can not + be fully correct due to several reasons. The simplest + is the fact that a Windows client is allowed to lock a + byte range up to 2^32 or 2^64, depending on the client + OS. The unix locking only supports byte ranges up to + 2^31. So it is not possible to correctly satisfy a + lock request above 2^31. There are many more + differences, too many to be listed here.</P +><P +>Samba 2.2 and above implements record locking + completely independent of the underlying unix + system. If a byte range lock that the client requests + happens to fall into the range 0-2^31, Samba hands + this request down to the Unix system. All other locks + can not be seen by unix anyway.</P +><P +>Strictly a SMB server should check for locks before + every read and write call on a file. Unfortunately with the + way fcntl() works this can be slow and may overstress the + rpc.lockd. It is also almost always unnecessary as clients + are supposed to independently make locking calls before reads + and writes anyway if locking is important to them. By default + Samba only makes locking calls when explicitly asked + to by a client, but if you set "strict locking = yes" then it will + make lock checking calls on every read and write. </P +><P +>You can also disable by range locking completely + using "locking = no". This is useful for those shares that + don't support locking or don't need it (such as cdroms). In + this case Samba fakes the return codes of locking calls to + tell clients that everything is OK.</P +><P +>The second class of locking is the "deny modes". These + are set by an application when it opens a file to determine + what types of access should be allowed simultaneously with + its open. A client may ask for DENY_NONE, DENY_READ, DENY_WRITE + or DENY_ALL. There are also special compatibility modes called + DENY_FCB and DENY_DOS.</P +><P +>You can disable share modes using "share modes = no". + This may be useful on a heavily loaded server as the share + modes code is very slow. See also the FAST_SHARE_MODES + option in the Makefile for a way to do full share modes + very fast using shared memory (if your OS supports it).</P +></DIV +><DIV +CLASS="SECT2" +><HR><H2 +CLASS="SECT2" +><A +NAME="AEN192" +>Mapping Usernames</A +></H2 +><P +>If you have different usernames on the PCs and + the unix server then take a look at the "username map" option. + See the smb.conf man page for details.</P +></DIV +><DIV +CLASS="SECT2" +><HR><H2 +CLASS="SECT2" +><A +NAME="AEN195" +>Other Character Sets</A +></H2 +><P +>If you have problems using filenames with accented + characters in them (like the German, French or Scandinavian + character sets) then I recommend you look at the "valid chars" + option in smb.conf and also take a look at the validchars + package in the examples directory.</P +></DIV +></DIV +></DIV +></BODY +></HTML +>
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