Samba/Samba 4 Migration

This guide introduces the migration of Samba3 to Samba4 with LDAP on Gentoo boxes.

Pre-requisite

 * A working samba 3.6.x NT PDC with LDAP backend(Must be PDC as it will be Promote to AD)
 * Samba AD DNS Planing
 * Samba AD and DNS understanding
 * LDAP Auth Backend Database (Optional)
 * Python 2.7 as ABI

Samba DNS Planing

 * Moving from samba3 to samba AD is not easy due to the fact that the idea wasn't the same.
 * Samba AD required you to have a resolvable DNS.
 * MS suggest to use a FQDN as an AD Server as it is easily scalable in future.
 * There are some suggestion to use suffixes of .local, .lan .corp but these are bad idea, very bad idea indeed. As we have no understanding what suffixes ICANN will use in future. And having a DNS with that suffix will conflict with the external DNS.

Thus we would hope that you use the following suggestion.

FQDN subdomain DNS setup
Example you own "company.com" and it is hosting by your web hosting company.

Samba AD and internal subdomain DNS setup

in the above example:

NETBIOS NAME: HEADOFFICE

So the most important setup.

hostname = samba4-1.headoffice.company.com

AD = headoffice.company.com

REALM = HEADOFFICE.COMPANY.COM

DOMAINNAME ( NT Style ) COMPANY

Benefit
 * 1) A clear cut on internal and external DNS.
 * 2) There will not be any conflict between internal and also external DNS.
 * 3) In case if there are Branch Site, the Branch AD FQDN can be another subdomain: samba4-2.branch_CA.company.com.
 * 4) We can also make the subdomain public if need and that make this design future proof.

Samba AD DNS setup
Samba AD required DNS Server to work, so if you have an DNS server running on the same server before. You will need to change it to support Samba or replace it to Samba internal DNS. The choice are your.

If you would like to run 2 DNS server differently, it will waste as samba internal DNS also can provied DNS forwarding feature, just you need some tweak.

There are 2 Options in Samba DNS setup.
 * Samba Internal DNS : This is simplest and easier. Configuration using Microsoft DNS Management tools.
 * Bind 9.8/9.8 Server : This is another choice that Samba team provide. If you are currently running Bind DNS, you might preferd this method.

What is Samba AD
Samba AD have the following feature
 * Samba files Sharing (the most important)
 * LDAP Server with MS Specified Schema which is working as an Active Directory
 * DNS Server which work together in and Active Directory
 * Kerberos Server

All 4 feature need to run for a success fully deploy Active Directory. If you have been using LDAP Centralize Authentication and Management, you might want to run LDAP different from the current Samba IP until you have migrate all authentication to winbind.

Python 2.7 ABI
Run the following command to check if python2.7 is ABI

If the result are not the same run the following command

Checking SambaSID for duplication
We will now check for SambaSID duplication You can use the following code which is from the samba ClassUpgrade/HOWTO import os data = os.popen("slapcat
 * 1) !/usr/bin/python
 * 2) A quick and dirty python script that checks for duplicat SID's using slapcat.

Checking Samba username and groupname for duplication
Unfortunately, there are no program for this. You will have to do it manually.

if you are using smbldap-tools, you can use the following command and manually compare their different.

Getting ready before Samba4
There are 2 options to get samba 4 compile, just choose the one that you preferred.

There isn't much different in usage, just the way of getting it.

Options 1, internal heimdal (Need to create customized ebuild)
Samba4 is already in portage, however it is still mask and there are some bugs related to it.

A few of them are affecting us. Make the patch in and run your ebuild.
 * 1)  Mit-krb5 conflict with hemidal issue, resolve using internal hemidal library.

This bugs are very important as you might have difficult on removing the need of mit-Krb5 (in most case)

Please apply this patch and make your own ebuild.

download the patch from Bug 490872 that fit your version save it as patch Apply the patch, any way you like.

rebuild ebuild Manifest, it will download samba source and check on it.

Special Useflag
Please add this extra useflag

Jump to emerge samba

Options 2, Remove system wide mit-krb5 and replace with heimdal
This might not be as challenge as compare to option 1 but there are some other challenge.

Remove mit-krb5 dependency
You will need to to check which package are dependent on mit-krb5

remove the kerberos useflag and recompile these package

but leave virtual/krb5-0 untouch, we need that later.

Emerge your new package with mit-krb5 dependency removed.

Check if the kerberos useflag had be removed.

Unmerge mit-krb5
We will now remove mit-krb.

Emerge heimdal
We can now emerge app-crypt/heimdal kerberos.

Now rebuild all package which need kerberos library.

virtual/krb5-0 was the build so that if a package can compile with either of the kerberos library, we can choose either one.

When done we can continue emerge samba.

Emerge Samba
For more on samba4 bugs please have a look on the bugs tracker below.

Samba4 unmask bugs tracker.

unmaks Samba
Before this let unmask samba 4

Please wait and allow samba4 to build.

When it is done we can continue configuration samba4.

Migration samba 3 to samba 4 configuration
We will now prepaid to do an classic upgrade from samba 3 to samba 4. Before that please run test-parm to make sure all configuration on the samba3 is correct. The migration will fail if it see some outdated/obsolete config

Change or remove any WARNING configuration.

We assume that both old and new server are on the same host. Else you can copy them to another host.

If you wish to change the host name of the new server, you can change the netbios name in the Samba3 conf file that you have copy over.

Migration Start
Now it is time to stop samba.

And run you migratation choose one of the following for different DNS configuration. You can change it later after running.

Samba 4 AD with Bind9 DLZ Module DLZ is for windows client to do dns update to bind9

Samba 4 AD with internal DNS Module

You should not see any error message from this command. if you do you will have to re-run the above command again.

Testing of Migration
As per said Samba AD do consist LDAP and also DNS. so you have to turn off your slapd and also other DNS if you are using samba internal DNS.

Smbclient test

Internal Samba DNS Setup
If you would allow DNS forward to 8.8.8.8 for all PC client to the internet, please setup the following in your new /etc/samba/smb.conf

Also you should also allow dns update from windows client to samba DNS.

Sub function test
AS per said before, samba include dns, ldap and kerberos in a full AD environment.

We will need to do a full test it now.

Before that we need to change our /etc/resolv.conf so that it is using samba dns. Krb and ldap don't work fully without that.

Set nameserver ip to your current samba server ip. e.g 192.168.0.10.

DNS sub function test
Your result on the following dns query should be identical or very similar.

Kerberous sub function test
There should not be any error prompt when your password is the administrator password on the samba AD.

Final Setup
Finally we will need make the following

= External Reference =