Hi guys,

I thought I should send a quick email through to report my experience upgrading 
a Samba3 + OpenLDAP site to Samba4.

I did lots of reading and had a bunch of howto documents, including the 
official one, at my disposal. 

I set up a shiny new Ubuntu 12.04 64bit virtual machine using OpenVZ and 
installed the samba4 packages out of http://ppa.launchpad.net/kernevil. I went 
through the samba-tool classic upgrade documented in the official how to 
several times in a test environment to beat our LDAP into shape, which was 
mostly usernames with the same name as a group, and a few duplicate SIDs, but 
all this was fairly painless. After the testing migration worked, the 
"for-real" migration worked first time. We used "ldapsam:trussed = yes" in the 
classic upgrade step as we did it on new hardware.

I modified our existing Bind DNS servers to look to the Samba 4 DNS server for 
the AD domain, and modified the /etc/resolv.conf to search the AD domain. We 
ended up using bind9-dlz on the Samba4 server as this gave us greater 
flexibility.

I installed the krb5-user package and copied /var/lib/samba/private/krb5.conf 
to /etc. This was the only thing I had to do to make the kerberos client work. 
A kinit root@FQDN.DOMAIN worked first time, and a klist confirmed the ticket.

I modified my existing DHCP server to serve out the new AD domain name to our 
clients, and removed the WINS stuff. Once this was done, our clients pretty 
much logged on and migrated to the new domain on their own, as per the 
Microsoft migration path. Most clients needed two reboots, and one client had a 
problem with the time skewing the kerberos ticket, but mostly it worked first 
time.

By this time, the whole migration had taken about 90 minutes and it was all 
working really well. I spent quite a bit of time testing everything and I even 
installed the Microsoft remote admin pack which worked just like we were 
running an AD server…. Oh wait, we are!

In hindsight, the use of kernevil packages was bad decision, as those packages 
don't include the winbind client tools or CUPS support. It worked flawlessly 
other than that, and upgrading those packages should be nice and easy. I have 
been told that the Debian packages out of squeeze-backports would have been a 
better choice, but I haven't looked at them as of yet.

This is day 3 of running Samba4 and after a few changes to make other things 
talk to AD Samba instead of NT4 Samba, things are really stable.

A big "thank-you" goes out to all the Samba developers. 

This is one of those situations where I took extreme caution just in case 
things broke, but they never did. Site #1 migrated to Samba4, and I have quite 
a few more to go. Exciting times.

Alex Ferrara
Director
Receptive IT Solutions




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