Samba/Guide

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Introduction

Purpose

This configuration article is designed to help the reader move a network from many different clients speaking different languages, to many different machines that speak a common language. The ultimate goal is to help differing architectures and technologies, come together in a productive, happy coexisting environment.

Following the directions outlined in this article should provide an excellent step towards a peaceful cohabitation between Windows operating systems and virtually all known variations of *nix.

This article originally started as a FAQ, morphed into a HOWTO document, then was converted into a wiki article. The original intent was to explore the functionality and power of Gentoo, Portage, and the flexibility of USE flags. Like so many other projects, it was quickly discovered what was missing in the Gentoo realm: there were not any Samba guides catered for Gentoo users. Gentoo users are more demanding than most; they require performance, flexibility and customization. This does not however imply that this article was not intended for other distributions; rather that it was designed to work with a highly customized version of Samba.

This article will describe how to share files and printers between Windows and *nix PCs. It will cover how to mount and manipulate shares.

In addition to shares few other topics will be mentioned, but they are out of the scope of this article. These will be noted as they are presented.

This article is based on a compilation and merge of an excellent HOWTO provided in the Gentoo forums by Andreas "daff" Ntaflos and the collected knowledge of Joshua Preston. The link to this discussion is provided below for reference purposes:

Before using this guide

There are a several other guides for setting up CUPS and/or Samba, please read them as well, as they may provide instructions concerning things left out of this article (intentional or otherwise). One such document is the very useful and well written Gentoo Printing Guide, as configuration issues and specific printer setup will not be discussed here.

Table of contents

Requirements

The following software will be needed:

  • net-fs/samba
  • net-print/cups (built with the ppds USE flag)
  • net-print/hplip (if an HP printer will be used)
  • A kernel (2.6 and up)
  • A printer (PS or non-PS)
  • A working network consisting of more than one machine

The main package used here is net-fs/samba, however, a kernel with CIFS support enabled is needed in order to mount a Samba or Windows share from another computer. CUPS will be emerged if it has not been already installed.

Getting acquainted with Samba

The USE Flags

Before anything is emerging, take a look at some of the various USE flags available to Samba. Depending on the network topology and the specific requirements of the server, the USE flags outlined below will define what to include or exclude from the emerging of Samba.

Optional USE flags for net-fs/samba:
USE flag (what is that?) Default Recommended Description
acl Yes Enables Access Control Lists. The ACL support in Samba uses a patched ext2/ext3, or SGI's XFS in order to function properly as it extends more detailed access to files or directories; much more so than typical *nix GID/UID schemas.
addns No Enable AD DNS integration
ads No Enable Active Directory support
aio No Enable asynchronous IO support
avahi No Add avahi/Zeroconf support
caps No Use Linux capabilities library to control privilege
client Yes Enables the client part
cluster No Enable support for clustering
cups No This enables support for the Common Unix Printing System. This provides an interface allowing local CUPS printers to be shared to other systems in the network.
debug No Enable extra debug codepaths, like asserts and extra output. If you want to get meaningful backtraces see http://www.gentoo.org/proj/en/qa/backtraces.xml
dmapi No Enable support for DMAPI. This currently works only in combination with XFS.
doc No Add extra documentation (API, Javadoc, etc). It is recommended to enable per package instead of globally
examples No Install examples, usually source code
fam No Enable FAM (File Alteration Monitor) support
ldap No Enables the Lightweight Directory Access Protocol (LDAP). If Samba is expected to use Active Directory, this option must be used. This would be used in the event Samba needs to login to or provide login to a Domain/Active Directory Server. The kerberos USE flag is needed for proper functioning of this option.
ldb No Enable the ldb tools
netapi Yes Enable building of netapi bits
pam Yes Include support for pluggable authentication modules (PAM). This provides the ability to authenticate users on the Samba Server, which is required if users have to login to your server. The kerberos USE flag is recommended along with this option.
quota No Enables support for user quotas
readline Yes Link Samba against libreadline. This is highly recommended and should probably not be disabled.
server Yes Enables the server part
smbclient Yes Enable smbclient tool
smbsharemodes No Enable special smb share modes (?)
swat No Enables support for swat configuration gui
syslog No Enable support for syslog
winbind Yes Winbind allows for a unified logon within a Samba environment. It uses a Unix implementation of Windows RPC calls, PAM and the name service switch (supported by the c library) to enable Windows NT domain users to appear and work as Unix users on a Unix system.

Some things worth mentioning about the USE flags and different Samba functions include:

Server software installation

Emerging Samba

To start things correctly, be sure that all hostnames resolve correctly. Either have a working domain name system running on the network or appropriate entries in the /etc/hosts file. Certain things could break if hostnames do not point to the correct machines.

Hopefully an assessment can be made of what will actually be need in order to use Samba with the a particular setup. The setup used for this article is:

  • cups
  • readline
  • pam

To optimize performance, size, and the time of the build, USE flags are specifically included or excluded.

First, add ppds to your USE flags to make sure that when CUPS is built, it has proper foomatic support:

root #echo "net-print/cups ppds" >> /etc/portage/package.use
root #echo "net-fs/samba readline cups pam" >> /etc/portage/package.use

Now install the Samba software:

root #emerge --ask net-fs/samba

This will emerge Samba and CUPS.

HP printers

The following package should be emerged if an HP printer will be used:

root #emerge --ask net-print/hplip

Server configuration

Configuring Samba

The main Samba configuration file is located at /etc/samba/smb.conf and can be modified using a standard text editor. Root permissions must be obtained to open the file. It is divided in sections indicated by [sectionname]. Comments are defined by either # (hash tags) or ; (semicolons). A sample smb.conf file is included below with comments and suggestions for modifications. If more details are required, see the man page for smb.conf (man smb.conf, the installed smb.conf.example, the Samba website, or any of the numerous Samba books available at local libraries or for purchase where ever such books are sold.

FILE /etc/samba/smb.confSamba configuration example
[global]
## # Replace MYWORKGROUPNAME with the appropriate workgroup/domain
workgroup = ## MYWORKGROUPNAME
## # Of course this has no REAL purpose other than letting
# everyone knows it is not Windows!
# %v prints the version of Samba being used.
server string = Samba Server %v
## # CUPS will be used; it should be inserted here
printcap name = cups
printing = cups
load printers = yes
## # This line enables the log file and limits its size to less than 50kb.
log file = /var/log/samba/log.%m
max log size = 50
## # We are going to set some options for our interfaces...
socket options = TCP_NODELAY SO_RCVBUF=8192 SO_SNDBUF=8192
## # This is a good idea, what we are doing is binding the
# samba server to our local network.
# For example, if eth0 is the local network interface:
interfaces = lo eth0
bind interfaces only = yes
## # Specifies which IP address range is allowed to access Samba
# (this is for added security since this configuration does
# not use passwords):
hosts allow = 127.0.0.1 192.168.1.0/24
hosts deny = 0.0.0.0/0
## # Other options for this are USER, DOMAIN, ADS, and SERVER
# The default is user
security = share
## # No passwords will be used so a guest account should be enabled:
guest ok = yes
 
## # Now set print drivers information:
[print$]
comment = Printer Drivers
path = /etc/samba/printer ## # This path holds the driver structure
guest ok = yes
browseable = yes
read only = yes
## # Modify the following to "<username>,root" to add a second printer admin:
write list = root
 
## # Setup a printer to share. While the name is arbitrary it
# should be consistent throughout Samba and CUPS:
[HPDeskJet930C]
comment = HP DeskJet 930C Network Printer
printable = yes
path = /var/spool/samba
public = yes
guest ok = yes
## # Modify the following to "<username>,root" to add a second printer admin:
printer admin = root
 
## # Now set the printer share. This should be
# browseable, printable, public, etc.:
[printers]
comment = All Printers
browseable = no
printable = yes
writable = no
public = yes
guest ok = yes
path = /var/spool/samba
## # Modify the following to "<username>,root" to add a second printer admin:
printer admin = root
 
## # Create a new share that can read from or written to anywhere.
# This is kind of like a temp public share; anyone can do what
# they want here:
[public]
comment = Public Files
browseable = yes
public = yes
create mode = 0766
guest ok = yes
path = /home/samba/public
Warning
To use Samba's guest account to do anything concerning printing from Windows clients do not set guest only = yes in the [global] section. The guest account seems to cause problems when running cupsaddsmb sometimes when trying to connect from Windows machines. See below, too, when we talk about cupsaddsmb and the problems that can arise. Use a dedicated printer user, like printeruser,printer,printme, etc. It does not hurt and it will certainly protect users from many problems.

Create the directories required for the minimum configuration of Samba to share the installed printer throughout the network:

root #mkdir /etc/samba/printer
root #mkdir /var/spool/samba
root #mkdir /home/samba/public

At least one Samba user is required in order to install the printer drivers and to allow users to connect to the printer. Users must exist in the system's /etc/passwd file. The next example uses the root user, but others can be used as well.

root #pdbedit -a root

The Samba passwords need not be the same as the system passwords in /etc/passwd

You will also need to update the /etc/nsswitch.conf file so that Windows systems can be found easily using NetBIOS:

user $nano -w /etc/nsswitch.conf
hosts: files dns wins

Configuring CUPS

This section is a little more complicated. CUPS' main configuration file is /etc/cups/cupsd.conf Its structure is similar to Apache's httpd.conf file, so many may find it familiar. Outlined in the example are the directives that need to be changed:

FILE /etc/cups/cupsd.conf
ServerName PrintServer          ## # The printserver name
ServerAdmin root@PrintServer    ## # The person for printer-related hate-mail # e.g. The system administrator
 
AccessLog /var/log/cups/access_log ## # Probably does not need changing
ErrorLog  /var/log/cups/error_log  ## # Does not need changing either
 
LogLevel  debug ## # Set to debug only during installing and testing, should later be
                # changed to 'info'
 
MaxClients 100 ## # I've had to set this to 1000000000 or so because some time back,
               # there seemed to be a bug in CUPS' controlling of the web interface,
               # making CUPS think a denial of service attack was in progress when
               # I tried to configure a printer with the web interface. weird.
 
BrowseAddress @IF(eth0) ## # Set this value to internal NIC interface name
 
<Location />
Order Deny,Allow
Deny From All
Allow From 192.168.1.*  ## # The addresses of the internal network
                        # e.g. 192.168.1.* will allow connections from any host on
                        # the 192.168.1.0 network. Modify as needed.
</Location>
 
<Location /admin>
AuthType Basic
AuthClass System
Allow From 192.168.1.*  ## # Same as above, allows any host on the
                        # 192.168.1.0 network to connect and do
                        # administrative tasks after authenticating.
Order Deny,Allow
Deny From All
</Location>

Edit /etc/cups/mime.convs file to uncomment some lines. The changes to mime.convs and mime.types are needed to make CUPS print Microsoft Office document files.

The following line is found near the end of the file. Uncomment it:

FILE /etc/cups/mime.convs
application/octet-stream        application/vnd.cups-raw        0

Edit /etc/cups/mime.types to uncomment some lines.

The following line is found near the end of the file. Uncomment it:

FILE /etc/cups/mime.types
application/octet-stream

CUPS needs to be started on boot, and started immediately.

root #rc-update add cupsd default
root #/etc/init.d/cupsd restart

Installing a printer for and with CUPS

First, go to LinuxPrinting.Org to find and download the correct PPD file for the printer and CUPS. To do so, click the link Printer Listings to the left. Select the printers manufacturer and the model in the pull down menu, e.g. HP and DeskJet 930C. Click "Show". On the page coming up click the "recommended driver" link after reading the various notes and information. Then fetch the PPD file from the next page, again after reading the notes and introductions there. You may have to select your printers manufacturer and model again. Reading the CUPS quickstart guide is also very helpful when working with CUPS.

Now you have a PPD file for your printer to work with CUPS. Place it in /usr/share/cups/model . The PPD for the HP DeskJet 930C was named HP-DeskJet_930C-hpijs.ppd . You should now install the printer. This can be done via the CUPS web interface or via command line. The web interface is found at http://PrintServer:631 once CUPS is running.

root #lpadmin -p HPDeskJet930C -E -v usb:/dev/ultp0 -m HP-DeskJet_930C-hpijs.ppd
root #/etc/init.d/cupsd restart

Remember to adjust to what you have. Be sure to have the name (-p option) right (the name you set above during the Samba configuration!) and to put in the correct usb:/dev/usb/blah , parallel:/dev/blah or whatever device you are using for the printer.

The printer should now be available from the web interface and to print a test page.

Installing the Windows printer drivers

Now that the printer should be working it is time to install the drivers for the Windows clients to work. Samba 2.2 introduced this functionality. Browsing to the print server in the Network Neighbourhood, right-clicking on the printer share and selecting "connect" downloads the appropriate drivers automatically to the connecting client, avoiding the hassle of manually installing printer drivers locally.

There are two sets of printer drivers for this. First, the Adobe PS drivers which can be obtained from Adobe (PostScript printer drivers). Second, there are the CUPS PS drivers, to be obtained by emerging net-print/cups-windows. There does not seem to be a difference between the functionality of the two, but the Adobe PS drivers need to be extracted on a Windows System since it's a Windows binary. Also the whole procedure of finding and copying the correct files is a bit more hassle. The CUPS drivers support some options the Adobe drivers don't.

This article uses the CUPS drivers for Windows. Install them as shown:

root #emerge --ask net-print/cups-windows

Now use the cupsaddsmb script provided by the CUPS distribution. Be sure to read its man page (man cupsaddsmb), as it will tell which Windows drivers are needed to be copied to the proper CUPS directory. Once the drivers have been copied, restart CUPS by issuing /etc/init.d/cupsd restart to the command line. Next, run cupsaddsmb as shown:

root #cupsaddsmb -H PrintServer -U root -h PrintServer -v HPDeskJet930C

Instead of HPDeskJet930C the -a option use be specified. This will "export all known printers":

root #cupsaddsmb -H PrintServer -U root -h PrintServer -a


Warning
The execution of this command often causes the most trouble. Read through the posts in this thread for some troubleshooting tips.

Here are common errors that may happen:

  • The hostname given as a parameter for -h and -H ( PrintServer ) often does not resolve correctly and does not identify the print server for CUPS/Samba interaction. If an error like: Warning: No PPD file for printer "CUPS_PRINTER_NAME" - skipping! occurs, the first thing to do is substitute PrintServer with localhost and try again.
  • The command fails with an NT_STATUS_UNSUCCESSFUL error. This error message is quite common, but can be triggered by many problems. It is unfortunately not very helpful. One thing to try is to temporarily set security = user in the smb.conf After/if the installation completes successfully, you should set it back to share, or whatever it was set to before.

This should install the correct driver directory structure under /etc/samba/printer . That would be /etc/samba/printer/W32X86/2/ The files contained should be the 3 driver files and the PPD file, renamed to YourPrinterName.ppd (the name given to the printer when installing it, see above).

Pending no errors or other complications drivers will now be installed.

Finalizing the setup

Lastly, setup the directories:

root #mkdir /home/samba
root #mkdir /home/samba/public
root #chmod 755 /home/samba
root #chmod 755 /home/samba/public

Testing the Samba configuration

Test the configuration file to ensure that it is formatted properly and to verify all options have the correct syntax. To do this, run the testparm program:

root #/usr/bin/testparm
Load smb config files from /etc/samba/smb.conf
Processing section "[printers]"
Global parameter guest account found in service section!
Processing section "[public]"
Global parameter guest account found in service section!
Loaded services file OK.
Server role: ROLE_STANDALONE
Press enter to see a dump of your service definitions
 ...
 ...

Starting the Samba service

Now configure Samba to start at boot and then start it:

root #rc-update add samba default
root #/etc/init.d/samba start

Checking the services

It might be prudent to check out logs at this time. Take a peak at the Samba shares using the smbclient command:

root #smbclient -L localhost
Password:
## (A BIG list of services should be displayed here.)

Configuration of the clients

Printer configuration of *nix based clients

Despite the variation or distribution, the only thing needed is CUPS. Do the equivalent on any other UNIX/Linux/BSD client.

root #emerge --ask net-print/cups
root #nano -w /etc/cups/client.conf
ServerName PrintServer      ## # your printserver name

That should be it. Nothing else will be needed.

When using only one printer, it will be set as the default printer. If the print server manages several printers, the administrator will have defined a default printer on the server. If a user would like to define a different default printer, use the lpoptions command.

First list the available printers:

root #lpstat -a
HPDeskJet930C accepting requests since Jan 01 00:00
laser accepting requests since Jan 01 00:00

Now define the printer (in the example, HPDeskJet930C) as the default printer:

root #lpoptions -d HPDeskJet930C

To enable printing on the Unix/Linux systems, either specify the printer to be used, or just use the default printer (second example):

root #lp -d HPDeskJet930C anything.txt
root #lp foobar.whatever.ps

Point a web browser to http://printserver:631 on the client to manage the printers and their jobs via a nice web interface. Replace printserver with the name of the machine which acts as the print server. Be careful to not use the name given to the cups print server if a different name was used.

Mounting a Windows or Samba share in GNU/Linux

Note
Don't forget to install net-fs/samba on the client(s) that will be accessing the shares.

Now is time to configure our kernel to support CIFS. Since I'm assuming we've all compiled at least one kernel, we'll need to make sure we have all the right options selected in our kernel. For simplicity's sake, make it a module for ease of use. It is the author's opinion that kernel modules are a good thing and should be used whenever possible.

KERNEL Kernel support
CONFIG_CIFS=m

Then make the module/install it; insert it with:

root #modprobe cifs

Once the module is loaded, mounting a Windows or Samba share is possible. Use mount to accomplish this, as detailed below.

The syntax for mounting a Windows/Samba share is:

root #mount -t cifs [-o username=xxx,password=xxx] //server/share /mnt/point

You can drop the username and password options if no password is needed.

root #mount -t cifs //PrintServer/public /mnt/public

After mounting the share, it can be accessed as if it were a local drive.

Printer configuration for Windows NT/2000/XP clients

Configuring printers is simply a bit of point-and-click. Browse to \\PrintServer and right click on the printer (HPDeskJet930C) and click connect. This will download the drivers to the Windows client which will enable applications (such as Word or Acrobat) to offer HPDeskJet930C as an available printer.

See also

External resources

Troubleshooting

See this page from Kurt Pfeifle's "Printing Support in Samba 3.0" manual. Lots of useful tips there! Be sure to look this one up before posting questions and problems. Using this resource the solution may be quickly found.
This article is based on a document formerly found on our main website gentoo.org.
The following people have contributed to the original document: Andreas "daff" Ntaflos, Joshua Preston, Joshua Saddler
They are listed here as the Wiki history does not provide for any attribution. If you edit the Wiki article, please do not add yourself here, your contributions are recorded on the history page.