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<!DOCTYPE chapter PUBLIC "-//Samba-Team//DTD DocBook V4.2-Based Variant V1.0//EN" "http://www.samba.org/samba/DTD/samba-doc">
<chapter id="install">
<chapterinfo>
        &author.tridge;
        &author.jelmer;
        &author.jht;
        &author.kauer;
        &author.danshearer;
        <!-- Isn't some of this written by others as well? -->

</chapterinfo>

<title>How to Install and Test SAMBA</title>

<sect1>
        <title>Obtaining and Installing Samba</title>

        <para>
        Binary packages of Samba are included in almost any Linux or
        UNIX distribution. There are also some packages available at 
        <ulink url="http://samba.org/">the Samba home-page</ulink>. Refer to 
        the manual of your operating system for details on installing packages 
        for your specific operating system.
        </para>

        <para>If you need to compile Samba from source, check 
        <link linkend="compiling">How to compile Samba</link> chapter.</para>

</sect1>

<sect1>
        <title>Configuring Samba (smb.conf)</title>

        <para>
        Samba's configuration is stored in the &smb.conf; file, which
        usually resides in <filename>/etc/samba/smb.conf</filename> 
        or <filename>/usr/local/samba/lib/smb.conf</filename>. You can either 
        edit this file yourself or do it using one of the many graphical 
        tools that are available, such as the Web-based interface SWAT, that 
        is included with Samba.
        </para>

        <sect2>
        <title>Configuration file syntax</title>

        <para>The &smb.conf; file uses the same syntax as the various old 
        .ini files in Windows 3.1: Each file consists of various sections, 
        which are started by putting the section name between brackets ([]) 
        on a new line. Each contains zero or more key/value-pairs separated by an 
        equality sign (=). The file is just a plain-text file, so you can 
        open and edit it with your favorite editing tool.</para>

        <para>Each section in the &smb.conf; file represents a share 
        on the Samba server. The section <quote>global</quote> is special, since it 
        contains settings that apply to the whole Samba server and not 
        to one share in particular.</para>

<para><link linkend="smbconfminimal">Following example</link> contains a very minimal &smb.conf;.
        <indexterm><primary>minimal configuration</primary></indexterm>
</para>

        <smbconfexample id="smbconfminimal">
                <title>A minimal smb.conf</title>

                <smbconfsection name="[global]"/>
                <smbconfoption name="workgroup">WKG</smbconfoption>
                <smbconfoption name="netbios name">MYNAME</smbconfoption>
                <smbconfsection name="[share1]"/>
                <smbconfoption name="path">/tmp</smbconfoption>

                <smbconfsection name="[share2]"/>
                <smbconfoption name="path">/my_shared_folder</smbconfoption>
                <smbconfoption name="comment">Some random files</smbconfoption>
        </smbconfexample>

</sect2>

<sect2>
        <title>Starting Samba</title>

        <para>
        Samba essentially consists of two or three daemons. A daemon is a UNIX application that runs in the background and provides services.
        An example of a service is the Apache Web server for which the daemon is called <command>httpd</command>. In the case of Samba there
        are three daemons, two of which are needed as a minimum.
        </para>

        <para>
        The Samba server is made up of the following daemons:
        </para>

        <variablelist>
                <varlistentry><term>nmbd</term>
                        <listitem><para>
                        <indexterm><primary>smbd</primary></indexterm>
                        <indexterm><primary>starting samba</primary><secondary>smbd</secondary></indexterm>
                        This daemon handles all name registration and resolution requests. It is the primary vehicle involved
                        in network browsing. It handles all UDP based protocols. The <command>nmbd</command> daemon should
                        be the first command started as part of the Samba start-up process.
                        </para></listitem>
                </varlistentry>

                <varlistentry><term>smbd</term>
                        <listitem><para>
                        <indexterm><primary>nmbd</primary></indexterm>
                        <indexterm><primary>starting samba</primary><secondary>nmbd</secondary></indexterm>
                        This daemon handles all TCP/IP based connection services for file and print based operations. It also
                        manages local authentication. It should be started immediately following the start-up of <command>nmbd</command>.
                        </para></listitem>
                </varlistentry>

                <varlistentry><term>winbindd</term>
                        <listitem><para>
                        <indexterm><primary>winbindd</primary></indexterm>
                        <indexterm><primary>starting samba</primary><secondary>winbindd</secondary></indexterm>
                        This daemon should be started when Samba is a member of a Windows NT4 or ADS Domain. It is also needed when
                        Samba has trust relationships with another Domain. The <command>winbindd</command> daemon will check the
                        &smb.conf; file for the presence of the <parameter>idmap uid</parameter> and <parameter>idmap gid</parameter>
                        parameters. If they are not found <command>winbindd</command> will bail-out and refuse to start.
                        </para></listitem>
                </varlistentry>
        </variablelist>

        <para>
        When Samba has been packaged by an operating system vendor the start-up process is typically a custom feature of its
        integration into the platform as a whole. Please refer to your operating system platform administration manuals for
        specific information pertaining to correct management of Samba start-up.
        </para>

</sect2>
        
<sect2>
        <title>Example Configuration</title>
        
        <para>
        There are sample configuration files in the examples subdirectory in the
        distribution. It is suggested you read them carefully so you can see how the options
        go together in practice. See the man page for all the options. 
        It might be worthwhile to start out with the smb.conf.default 
        configuration file and adapt it to your needs. It contains plenty of 
        comments.
        </para>

        <para>
        The simplest useful configuration file would contain something like shown in
        <link linkend="simple-example">the next example</link>.
        </para>

        <para>
        <indexterm><primary>simple configuration</primary></indexterm>
        <smbconfexample id="simple-example">
                <title>Another simple smb.conf File</title>
<smbconfsection name="[global]"/>
<smbconfoption name="workgroup">&example.workgroup;</smbconfoption>

<smbconfsection name="[homes]"/>
<smbconfoption name="guest ok">no</smbconfoption>
<smbconfoption name="read only">no</smbconfoption>
        </smbconfexample>
        </para>
        
        <para>
        This will allow connections by anyone with an account on the server, using either
        their login name or <smbconfsection name="homes"/> as the service name.
        (Note: The workgroup that Samba should appear in must also be set. The default
        workgroup name is WORKGROUP.)
        </para>
        
        <para>
        Make sure you put the &smb.conf; file in the correct place.
        </para>

        <para>
        For more information about security settings for the 
        <smbconfsection name="[homes]"/> share please refer to 
        <link linkend="securing-samba">Securing Samba</link> chapter.
        </para>

<sect3>
        <title>Test Your Config File with <command>testparm</command></title>

        <para>
        It's important to validate the contents of the &smb.conf; file using the &testparm; program.
        If testparm runs correctly, it will list the loaded services. If not, it will give an error message.
        Make sure it runs correctly and that the services look reasonable before proceeding. Enter the command: 
        </para>

        <screen>
        &rootprompt; testparm /etc/samba/smb.conf
        </screen>

        <para>Testparm will parse your configuration file and report 
        any unknown parameters or incorrect syntax. </para>

        

        <para>
        Always run testparm again whenever the &smb.conf; file is changed!
        </para>

</sect3>
</sect2>

<sect2>
        <title>SWAT</title>

        <para>
        <indexterm><primary>swat</primary></indexterm>
        SWAT is a Web-based interface that can be used to facilitate the configuration of Samba. 
        SWAT might not be available in the Samba package that shipped with your platform, 
        but in a separate package. Please read the SWAT man page 
        on compiling, installing and configuring SWAT from source.
        </para>

        <para>
        To launch SWAT, just run your favorite Web browser and point it to
        <ulink url="http://localhost:901/" noescape="1">http://localhost:901/</ulink>.
        Replace <replaceable>localhost</replaceable> with the name of the computer on which
        Samba is running if that is a different computer than your browser.
        </para>

        <para>
        SWAT can be used from a browser on any IP-connected machine, but be aware that connecting from a remote
        machine leaves your connection open to password sniffing as passwords will be sent over the wire in the clear. 
        </para>

        <para>More information about SWAT can be found in <link linkend="SWAT">corresponding chapter</link>.</para>

</sect2>

</sect1>

<sect1>
        <title>List Shares Available on the Server</title>

        <para>
        To list shares that are available from the configured Samba server execute the
        following command:
        </para>

<para><screen>
&prompt;<userinput>smbclient -L <replaceable>yourhostname</replaceable></userinput>
</screen></para>

        <para>You should see a list of shares available on your server. If you do not, then
        something is incorrectly configured. This method can also be used to see what shares 
        are available on other SMB servers, such as Windows 2000.</para>

        <para>If you choose user-level security you may find that Samba requests a password
        before it will list the shares. See the <command>smbclient</command> man page for details.
        You can force it to list the shares without a password by adding the option
        <option>-N</option> to the command line. </para>
</sect1>

<sect1>
        <title>Connect with a UNIX Client</title>
        
        <para>
        Enter the following command:
<screen>
&prompt;<userinput>smbclient <replaceable> //yourhostname/aservice</replaceable></userinput>
</screen></para>
        
        <para>Typically <replaceable>yourhostname</replaceable> is the name of the host on which &smbd;
        has been installed. The <replaceable>aservice</replaceable> is any service that has been defined in the &smb.conf;
        file. Try your user name if you just have a <smbconfsection name="[homes]"/> section in the &smb.conf; file.</para>

        <para>Example: If the UNIX host is called <replaceable>bambi</replaceable> and a valid login name
        is <replaceable>fred</replaceable>, you would type:</para>

<para><screen>
&prompt;<userinput>smbclient //<replaceable>bambi</replaceable>/<replaceable>fred</replaceable></userinput>
</screen></para>
</sect1>

<sect1>
        <title>Connect from a Remote SMB Client</title>

        <para>Now that Samba is working correctly locally, you can try to 
        access it from other clients. Within a few minutes, the Samba host 
        should be listed in the Network Neighborhood on all Windows 
        clients of its subnet. Try browsing the server from another client
        or 'mounting' it.</para>

        <para>Mounting disks from a DOS, Windows or OS/2 client can be done by running a command such as:</para>

        <para><screen>
&dosprompt;<userinput>net use d: \\servername\service</userinput>
</screen></para>

        <para>Try printing, e.g.</para>

        <para>
<screen>
&dosprompt;<userinput>net use lpt1:     \\servername\spoolservice</userinput>
</screen></para>

<para>
<screen>&dosprompt;<userinput>print filename</userinput>
</screen></para>
</sect1>

<sect1>
        <title>What If Things Don't Work?</title>
        
        <para>You might want to read <link linkend="diagnosis">The Samba Checklist</link>.
        If you are still stuck, refer to <link linkend="problems">Analyzing and Solving Samba Problems</link> chapter.
        Samba has been successfully installed at thousands of sites worldwide.
        It is unlikely that your particular problem is unique, so it might be
        productive to perform an Internet search to see if someone else has encountered
        your problem and has found a way to overcome it.</para>

</sect1>

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

<para>
The following questions and issues are raised repeatedly on the Samba mailing list.
</para>

<sect2>
        <title>Large Number of smbd Processes</title>

<para>
Samba consists of three core programs: &nmbd;, &smbd;, and &winbindd;. &nmbd; is the name server message daemon,
&smbd; is the server message daemon, and &winbindd; is the daemon that handles communication with Domain Controllers.
</para>

<para>
If Samba is <emphasis>not</emphasis> running as a WINS server, then there will be one single instance of
 &nmbd; running on your system. If it is running as a WINS server then there will be
two instances &smbmdash; one to handle the WINS requests.
</para>

<para>
&smbd; handles all connection requests. It spawns a new process for each client
connection made. That is why you may see so many of them, one per client connection.
</para>

<para>
&winbindd; will run as one or two daemons, depending on whether or not it is being
run in <emphasis>split mode</emphasis> (in which case there will be two instances).
</para>

</sect2>

        <sect2>
                <title>Error Message: open_oplock_ipc</title>

        <para>An error message is observed in the log files when &smbd; is started: <quote>open_oplock_ipc: Failed to get local UDP socket
        for address 100007f. Error was Cannot assign requested.</quote></para>

        <para>Your loopback device isn't working correctly. Make sure it is configured correctly. The loopback
        device is an internal (virtual) network device with the IP address <emphasis>127.0.0.1</emphasis>.
        Read your OS documentation for details on how to configure the loopback on your system.</para>

        </sect2>

        <sect2>
                <title><quote><errorname>The network name cannot be found</errorname></quote></title>

                <para>
                This error can be caused by one of these mis-configurations:
                </para>

                <itemizedlist>
                        <listitem><para>You specified an non-existing path
                        for the share in &smb.conf;.</para></listitem>

                        <listitem><para>The user you are trying to access the share with does not 
                        have sufficient permissions to access the path for
                        the share. Both read (r) and access (x) should be possible.</para></listitem>

                        <listitem><para>The share you are trying to access does not exist.</para></listitem>
        </itemizedlist>

        </sect2>
</sect1>

</chapter>