Operating System Windows 2000 Professional in a UNIX Environment Scenario Guide & Walkthrough Abstract This scenario guide outlines procedures to install and configure the Microsoft® Windows® 2000 Professional operating system in a UNIX server-based network. Specifically, it focuses on planning and deploying Windows Services for UNIX client services. © 2000 Microsoft Corporation. All rights reserved. THIS IS PRELIMINARY DOCUMENTATION. The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date of publication. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication. This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. Microsoft, Active Directory, Windows, Windows NT and the Windows logo are registered trademarks of Microsoft Corporation. Other product or company names mentioned herein may be the trademarks of their respective owners. Microsoft Corporation • One Microsoft Way • Redmond, WA 98052-6399 • USA 0200 CONTENTS INTRODUCTION .......................................................................... 1 Services for UNIX Scenario Requirements 2 Scenario Tasks 2 SPECIAL CONSIDERATIONS WHEN INSTALLING WINDOWS 2000 PROFESSIONAL IN UNIX ENVIRONMENTS ............................... 3 INSTALLATION OF SERVICES FOR UNIX .................................. 6 CONFIGURING FILE SHARING ................................................... 8 Overview 8 Using Client for NFS 8 Configuring Client for NFS 8 Advanced Options 9 USING FRONT PAGE SERVER EXTENSIONS ON UNIX-BASED SERVERS ................................................................................... 11 CONFIGURING PRINTERS ........................................................ 12 Overview 12 Using Print Services for UNIX 12 Advanced Options 13 CONFIGURING TELNET AND FTP CLIENT SERVICES ............. 15 Overview 15 Installing and Using Telnet Client 15 Installing and Using FTP Client 17 CONFIGURING INTERNET EXPLORER TO USE UNIX-BASED PROXY SERVERS ...................................................................... 21 Overview 21 Advanced Options 21 SUMMARY ................................................................................. 22 For More Information 22 INTRODUCTION To understand the features in Windows Services for UNIX, consider the Web experience of Litware, a fictional small-to-medium-sized company. What started three years ago as a few static Web pages managed by a part-time webmaster on a single UNIX machine turned into a large, dynamic site with a full-time UNIX administrator, a staging Web server, a “live” Web server, and a UNIX-based proxy server for secured Internet access for the Web developers. Litware’s founder and president Kathryn Wilson has mandated that Litware’s Internet site become a central focus for all of Litware’s departments. All of Litware’s departments are responsible for developing and posting their content to the Internet staging site. In addition, all of Litware’s 500 users must have Internet access through the UNIX-based proxy server. As a member of Litware’s three-person IS Department, you need to: Connect all of Litware’s users to the UNIX-based systems for content development and management through NFS file sharing and telnet terminal access. Give Litware’s users access to the high capacity printer that is connected to the staging server. Configure desktops for Internet access through the UNIX-based proxy server. Find a way to simplify content development on the UNIX platform for their end users. These tasks pose a challenge for Litware because the IS Department has no UNIX experience. The full-time UNIX administrator has no Windows experience, and is so busy with the Internet site to help them with integrating the internal network with the UNIX systems. Somehow you have to bridge the Windows-UNIX divide with no in-house, cross-platform expertise. Fortunately, Microsoft provides tools to help bridge this divide. Microsoft is committed to UNIX interoperability and has provided a number of tools to allow administrators of Windows-based networks to operate with UNIX systems without having to know UNIX. As we examine how Litware solves these common problems, we will see how you can use some of the tools that Microsoft provides to solve your own real-world problem in integrating with UNIX. This scenario guide is not a comprehensive resource on UNIX interoperability tools from Microsoft; there are many more tools not covered by this guide. In addition, this is not a guide to learning UNIX; there are many excellent resources on learning UNIX, especially from O’Reilly and Associates (http://www.ora.com). Microsoft Windows 2000 Professional in a UNIX Environment 1 Services for UNIX Scenario Requirements This guide builds on existing Windows 2000 deployment materials. For detailed information on deploying Windows 2000 Professional please refer to the Deployment Planning Guide at http://www.microsoft.com/windows2000/library/resources/reskit/dpg/default.asp Before installing Windows 2000, read the first section “Special Considerations When Installing Windows 2000 Professional in UNIX Environments.” Scenario Tasks In this guide you will perform the following tasks. Setup and Management Tasks 2 Microsoft Windows 2000 Professional in a UNIX Environment Special Considerations When Installing Windows 2000 Professional in UNIX Environments Installation of Services for UNIX Configuring File Sharing Using FrontPage Server Extensions on UNIX-based Servers Configuring Printers Configuring Telnet and FTP Client Services Configuring Internet Explorer to use UNIX-based Proxy Servers SPECIAL CONSIDERATIONS WHEN INSTALLING WINDOWS 2000 PROFESSIONAL IN UNIX ENVIRONMENTS Litware’s installation of Windows 2000 will differ only slightly from other installations. When installing Windows 2000 in a UNIX environment you will need to be sure that you install the correct network protocol and services when installing Windows 2000 Professional. See below for required and optional network components: Required Components Component Purpose TCP/IP Protocol Needed to provide network connectivity to UNIX hosts Optional Components Component Purpose SNMP Service Used for Network Management Platforms (HP OpenView, Tivoli) Simple TCP/IP Services Provides basic TCP/IP services such as Echo, Quote of the Day, Discard, Daytime, and Character Generator Print Services for UNIX Allows connectivity to UNIX controlled Printers (LPR) These components can be installed during Windows installation, or after installation. These components can also be specified for automatic installing. See the Windows 2000 Professional documentation on Automated Installs. To Install TCP/IP after installation: 1. Log on as an Administrator. If you log on using an account that does not have administrative privileges, you may not be able to install the components. 2. Click Start, point to Settings, point to Network and Dial up Connections, and click the LAN connection. 3. On the Status dialog, click Properties to see the network properties. 4. Click Install. 5. Click Protocol and choose Add. 6. From the list of available protocols, select Internet Protocol and click OK as shown below. Microsoft Windows 2000 Professional in a UNIX Environment 3 7. If you need to change the default TCP/IP properties, select Internet Protocol in the list of components and click Properties. 8. When you have finished, click OK to close the network properties dialog. You may be prompted to restart your computer. TCP/IP is now installed. To install additional network services after installation: 4 1. Locate My Network Places on the Desktop. Right-click and choose Properties. 2. From the Advanced menu, click Optional Network Components. 3. You will see a list of Categories like this: Microsoft Windows 2000 Professional in a UNIX Environment 4. To install SNMP, click Management and Monitoring Tools. 5. To install Simple TCP/IP Services, click Networking Services, click Details, select Simple TCP/IP Services and click OK. 6. To install Print Services for UNIX, choose Other Network File and Print Services. 7. After selecting the components, click Next. 8. Locate the Windows 2000 Professional installation when prompted and click OK. The additional services are now installed. Microsoft Windows 2000 Professional in a UNIX Environment 5 INSTALLATION OF SERVICES FOR UNIX 6 This procedure covers the basic installation of Services for UNIX. 1. Obtain Services for UNIX 2.0 from your reseller. 2. Insert the CD into the CD ROM Drive. 3. If the Setup program does not invoke automatically, click Start, click Run, click Browse and find the CD-ROM drive. Locate SETUP and click it. Choose OK, then Choose OK again. When SETUP is invoked, the Services for UNIX Wizard appears as shown below. 4. On the next screen, enter your name, your company name, and the unlock code (found on the yellow sticker on your CD-ROM jewel case) and click Next. 5. Read the End-User License agreement thoroughly. When you are finished, click “I accept the terms of the license agreement” if you accept and click Next. 6. On the next screen, click Install Now, to install the typical features. This is appropriate for most installations. For more control over the features that are installed, click Customize. For more information on custom installations, see the Services for UNIX documentation. Click Next. Services for UNIX will install. After installation is complete, you should see the following: Microsoft Windows 2000 Professional in a UNIX Environment 7. At this point, you have successfully installed Services for UNIX. See the Release Notes for any last minute information on Services for UNIX. Microsoft Windows 2000 Professional in a UNIX Environment 7 CONFIGURING FILE SHARING Overview While developing content for the Internet site, your users will sometimes want to connect to UNIX volumes using a familiar drag-and-drop interface. Historically, the division between the UNIX and Windows space has also made file sharing one of the most difficult requirements to address. In the UNIX space, Network File System (NFS) is the most common (though not the only) means by which data is shared on UNIX networks. In the Windows space, Server Message Block (SMB) is the most common means to access Windows-based resources. In connecting Windows and UNIX systems for file access, you have two choices: 1. Make UNIX servers expose their resources to SMB-based clients. 2. Make SMB-based clients able to access NFS-based resources. In practice, this has required either modifying UNIX servers to support non-NFS clients or using third-party software for accessing NFS resources. Your UNIX administrator does not have the time, or the inclination to load SMB on the staging server: It introduces greater complexity and security concerns to the server. To meet the requirement, you will have to make your Windows clients work with the UNIX server, not vice-versa. Services for UNIX has a full NFS client available that integrates with Windows Explorer. Using Services for UNIX, Windows 2000 Professional users can access NFS resources just like they access Windows and Novell resources. In addition, users can map drive letters to NFS volumes and access NFS resources through My Network Places. Using Client for NFS Once you have installed Services for UNIX, the NFS client is automatically enabled. Users can connect through the Windows Explorer. To connect using Windows Explorer: 1. Open Windows Explorer. 2. On the Tools menu, click Map Network Drive. 3. In the Drive list, click the drive letter to use. 4. To locate the NFS share, click Browse, or type the path to the share. You can specify the path using standard NFS syntax (server_name:/pathname) or standard UNC syntax (\\server_name\pathname). 5. If the users’ UNIX username and/or password are different from Windows click Connect Using a Different User Name, type the user name and password, and then click OK. Configuring Client for NFS Once Services for UNIX are installed, Client for NFS is installed and configured using the default options. For most basic installations, the default options should be 8 Microsoft Windows 2000 Professional in a UNIX Environment sufficient. However, if you need to make changes to the configuration, you can use the Microsoft Management Console (MMC) locally or from a management workstation to make configuration changes. To use MMC to configure Client for NFS: 1. Click Start, point to Programs, point to Windows Services for UNIX, and then click Services for UNIX Administration. 2. The MMC will open, showing you this: 3. Through this interface, you can configure the options for Client for NFS. For information on the specific parameters that can be configured, see the Client for NFS help. Advanced Options In addition to simple NFS connectivity, Services for UNIX provides options for enhanced interoperability with complex NFS/NIS environments. Though beyond the scope of this document, some options you may want to be aware of are: Server for NFS. Allows UNIX clients to connect to Windows-based resources using their NFS client software. Gateway for NFS. Allows non-NFS Windows clients to access NFS resources by connecting an NFS-enabled Windows Server to NFS resources, and then sharing those resources as standard Windows shares. Server for PCNFS. Allows UNIX-style User IDs (UID) and Group IDs (GID) to be generated for Windows accounts. Password Synchronization. Allows your users’ Windows and UNIX passwords to be synchronized. Users can change their password on UNIX and/or Windows and have their changes propagate to the other platform. For more information, read “Password Synchronization” in the Services for UNIX help. Server for NIS. Allows Windows 2000 domain controllers to manage and Microsoft Windows 2000 Professional in a UNIX Environment 9 administer NIS Networks. Can be used to provide a single-coherent logon/login policy and structure to mixed UNIX-Windows 2000 networks. 10 Microsoft Windows 2000 Professional in a UNIX Environment USING FRONT PAGE SERVER EXTENSIONS ON UNIX-BASED SERVERS Although Litware has some very advanced HTML developers, not everyone is an expert. Although editing raw HTML in Notepad or the Visual InterDev® Web development system may suit experts, it poses a barrier to users in other nontechnical departments. For those familiar with Microsoft Office products such as Word, but have no real HTML experience, the Microsoft FrontPage® Web development system is an excellent program with a user friendly interface much like other Microsoft Office products. To maximize the features of FrontPage, you must load FrontPage Server Extensions on your HTTP server. Note that FrontPage Server Extensions supports many platforms, not just IIS on Windows 2000. For a complete list of supported UNIX platforms, check http://officeupdate.microsoft.com/frontpage/wpp/serk/inunix.htm. To install FrontPage Server Extensions on the UNIX HTTP server, provide the link above to your UNIX administrator. It contains information on download, installation, and configuration of the software on the UNIX platform. Once FrontPage Server Extensions are installed on the UNIX server, you can use the Windows-based FrontPage interface to administer users and access; your UNIX administrator’s involvement is basically complete. FrontPage Server Extensions provide a powerful user friendly front-end for developing Web sites on the UNIX platform. They extend the ease of use of Windows to the UNIX platform, and allow you to leverage your existing infrastructure and end-user skill set. Microsoft Windows 2000 Professional in a UNIX Environment 11 CONFIGURING PRINTERS Overview To connect users to the high-speed printer controlled by the UNIX staging server, you need to make your Windows 2000 Professional clients work with the UNIX print server. Along with file sharing, printer sharing is a basic function of network servers. Configuring your Windows 2000 Professional clients to access printers controlled by a UNIX server’s Line Printer Daemon (LPD) is a fairly simple process that requires no changes on the UNIX server, and no more changes on the client workstation than you would make for connecting to Windows-based or Novell-based printers. Note that you can connect to UNIX printers without Services for UNIX; the component that provides this functionality is included in the Print Services for UNIX, which is part of Windows 2000 Professional itself. See Special Considerations When Installing Windows 2000 Professional in UNIX Environments above for details on installing this component. Using Print Services for UNIX 12 1. Log on as an Administrator. If you log on using an account that does not have administrative privileges, you may not be able to install and configure the components. 2. Confirm that the printer driver and Print Services for UNIX are installed. See the Windows 2000 documentation for information on installing a printer driver. See Special Considerations When Installing Windows 2000 Professional in UNIX Environments above for information on installing Print Services for UNIX. 3. Click Start, point to Settings, point to Printers, point to Add Printer, and then click Next. 4. Click Local printer, clear the Automatically detect my printer check box, and then click Next. 5. Click Create a new port, and then select LPR Port from under the Create a New Port Type as shown below. Microsoft Windows 2000 Professional in a UNIX Environment 6. Click Next, and then provide the following information: 7. In Name or address of server providing LPD, type the Domain Name System (DNS) name or Internet Protocol (IP) address of the host for the printer you are adding. This is information that you will get from your UNIX Administrator. 8. In Name of printer or print queue on that server, type the name of the printer as it is identified by the host, which is either the direct-connect printer itself or the UNIX computer. This is information that you will get from your UNIX Administrator 9. Follow the instructions on the screen to finish installing the TCP/IP printer. 10. You have successfully installed a UNIX-based printer on your system. Advanced Options Printing to UNIX servers using LPR is a fairly simple process, and there is no configuration beyond those during installation that need to be configured. For environments where you want to have UNIX clients connect to Windows 2000 Server printers, you can use the Print Services for UNIX to expose your servers to UNIX clients using LPR. For more information, please see the Windows 2000 Server documentation. Note that not all versions of UNIX support LPR. Be sure to confirm that LPR is available with your version of UNIX. See you UNIX vendor’s documentation for details. Note, that unlike File and Print Services for NetWare, there is no ability for Windows Microsoft Windows 2000 Professional in a UNIX Environment 13 2000 Server to connect to UNIX printers and then share them as Windows-based printers. If you want Windows 2000 Professional-based workstations to print to UNIX-controlled printers, you must install Print Services for UNIX on the local workstation. In addition, note the LPR standard for UNIX printing lacks many of the features that Windows end users have come to expect (fine degree of job control, tray status and so on). For these two reasons, in environments with printers controlled by UNIX servers, consider moving them to Windows 2000-based servers, using Print Services for UNIX to connect your UNIX clients to the printer. This lets your Windows 2000 users and UNIX users access printers in a familiar way, while allowing you to install the software only on servers. However, you should confer with your UNIX Administrator to discuss the issues involved with an infrastructure change of this nature. 14 Microsoft Windows 2000 Professional in a UNIX Environment CONFIGURING TELNET AND FTP CLIENT SERVICES Overview While file and print sharing are requirements common to most network operating systems, UNIX installations often have the additional requirement of terminal access for workstations. In this way, UNIX environments bear more similarity to mainframe (S/390, AS/400) and other legacy systems (VAX/VMS). In addition, in some environments where NFS is not in use, users must use File Transfer Protocol (FTP) to access files on the file system of their UNIX server. Windows 2000 Professional provides both FTP and telnet clients. Services for UNIX provides a telnet client that contains more features than the Windows 2000 telnet client. Installing and Using Telnet Client The Windows 2000 Professional telnet client is automatically installed in the %WINDIR%\SYSTEM32 (Usually C:\WINNT\SYSTEM32) directory. If you install Services for UNIX, it will install the telnet client as part of the “Typical” install and places it in %SFUDIR% (Usually C:\SFU) and retains the Windows 2000 telnet client in %WINDIR%\SYSTEM32. If you do not need any of the other UNIX services on Services for UNIX (most notably, the NFS client and the Windows NT® Telnet Server), then the Windows 2000 Professional telnet client is probably adequate for your needs. The Services for UNIX telnet client has been optimized for use in conjunction with the Windows NT® Telnet server, most notably allowing it to use NTLM authentication rather than clear text. To use the Windows 2000 Professional telnet client, perform the following steps: 1. Click Start, click Run. 2. In the Open text-box, type telnet and click OK, as shown here: Microsoft Windows 2000 Professional in a UNIX Environment 15 3. The telnet client will now be displayed in a command-prompt style window, like this: 4. You are now ready to connect to the remote telnet server. To use the Services for UNIX telnet client, perform the following steps: 1. 16 Click Start, point to Programs, point to Windows Services for UNIX, and click the Telnet Client as shown here: Microsoft Windows 2000 Professional in a UNIX Environment The telnet client will now be displayed in a command-prompt style window as shown previously. You are now ready to connect to the remote telnet server. There are some configuration options available for the telnet client, but the default configuration should serve most installations. For information on the configurable options, type “set ?” at the telnet prompt. Note that there are some security concerns with telnet, because it sends user credentials in clear text, which is vulnerable to packet capture. If you are using telnet with Windows 2000 systems only, it is recommended that you use the NTLM option, which prevents the transmission of user credentials in clear text. If you are using telnet with UNIX systems, confer with the UNIX administrator as they may be using a product called SSH (Secure SHell) rather than Telnet. SSH clients are available for Windows-based systems from third-party vendors. Warning: Under no circumstances should you use unencrypted telnet on the public Internet. This represents a significant security risk. If you need telnet access across the Internet, use a VPN solution, such as L2TP, to secure the connection across the public network. Installing and Using FTP Client FTP has become an integral part of the Internet, along with HTTP. Microsoft has worked to make FTP access more transparent to users than ever before with Windows 2000 Professional. Windows 2000 Professional automatically installs a command line FTP client. More importantly, FTP (as well as HTTP) are integrated into the Windows Explorer My Network Places to allow users to access FTP resources as they would access Windows, NetWare, and NFS (when using Microsoft Windows 2000 Professional in a UNIX Environment 17 Services for UNIX) file shares. Finally, FTP support is included in Internet Explorer 5.0, allowing users to “browse” FTP resources. To add an FTP server to My Network Places: 18 1. Double-Click My Network Places on the desktop. 2. Double-Click Add Network Place. 3. In the Add Network Place Wizard type the URL for the FTP site as shown below and click Next: 4. If you are going to access the FTP site as an anonymous user, leave the Log on Anonymously box checked. Otherwise, uncheck it, and enter your username as shown below. Click Next. Microsoft Windows 2000 Professional in a UNIX Environment 5. Complete the Wizard by entering a friendly, meaningful name in the Enter a name for this Network Place text box, and click OK. 6. After you have completed adding the FTP site as a network place, it is present in the My Network Places pane of Windows Explorer. To connect to the FTP site, simply click the shortcut and the contents of the FTP site will be shown, as below: Microsoft Windows 2000 Professional in a UNIX Environment 19 To connect to an FTP server using the command-line FTP client: 1. Click Start, then click Run. 2. In the Open text-box, type FTP and click OK. The FTP client is displayed in a command-prompt style window. 3. You are now ready to connect to the remote FTP server. To connect to an FTP server using Internet Explorer 20 1. Double-click Internet Explorer on the desktop 2. Click on the File Menu, choose Open and enter the URL in the Open text-box as shown below, and click OK. Internet Explorer will now open the FTP site, with you logged in as “Anonymous” Microsoft Windows 2000 Professional in a UNIX Environment CONFIGURING INTERNET EXPLORER TO USE UNIX-BASED PROXY SERVERS Overview In moving Litware to the Web, providing desktop connectivity to everyone through the UNIX-based proxy server is as important as giving access to the staging server. As part of deploying Windows 2000 Professional, you can use Internet Explorer 5.0 for Internet browsing access. From an administrative standpoint, perhaps the best feature of Internet Explorer 5.0 is the new “Automatically Detect Proxy Settings” feature. For networks with a single proxy server, like Litware, this feature allows the browser to detect and self-configure the proxy settings. To manually configure Internet Explorer to automatically configure proxy settings: 1. Double-click the Internet Explorer icon on the desktop. 2. Click the Tools menu and choose Internet Options. 3. Click the Connections tab and click the Lan Settings button under Local Area Network Settings. 4. Under Automatic Configuration check the Automatically detect settings option and check Use a proxy server option. 5. Internet Explorer is now ready to self-configure for your proxy settings. Advanced Options Odds are that you will want to automate this process. Using the Internet Explorer Administration Kit (IEAK), you can customize Internet Explorer to meet your specific needs. The IEAK is a powerful tool that allows you to configure and control user settings such as proxy settings, channel settings, home page, custom links and more. For information on obtaining and using the IEAK, please see http://www.microsoft.com/windows/ieak/en/default.asp. Microsoft Windows 2000 Professional in a UNIX Environment 21 SUMMARY This document shows how to accomplish some of the most basic tasks in integrating Windows 2000 Professional in a UNIX environment. Services for UNIX has many more advanced features that allow you to achieve a greater degree of interoperability and integration. For networks that use services such as NIS or have multiple UNIX servers, advanced options allow for password synchronization, integration with NIS, and Single Sign-on by using the Active Directory™ service. For information on those topics, see the Services for UNIX help file. Windows 2000 Professional is an ideal platform for networks with UNIX servers, providing personal productivity applications with nearly seamless integration with UNIX services. Windows 2000 presents UNIX services such as FTP, NFS, and LPR with the standard Windows user interface, which requires no retraining for users already familiar with Windows. And end users do not need to know cryptic UNIX commands to use UNIX resources; Windows presents these resources in a format and context already familiar to most users by doing the work behind the scenes. For More Information For the latest information on Windows 2000 Professional, visit the Web site at http://www.microsoft.com/windows2000. For the latest information on the Windows Services for UNIX, visit the Web site at http://www.microsoft.com/windows/sfu. For in-depth information about Windows Services for UNIX, see the Services for UNIX help file installed as Help for Services for UNIX in the Windows Services for UNIX program group, located in %SFUDIR%\help\svcsunix.chm. 22 Microsoft Windows 2000 Professional in a UNIX Environment