User manual APPLE LEOPARD - SERVER ADMINISTRATION

Mac OS X Server Server Administration For Version 10.5 Leopard K Apple Inc. © 2007 Apple Inc. All rights reserved. Under the copyright laws, this manual may not be copied, in whole or in part, without the written consent of Apple. The Apple logo is a trademark of Apple Inc., registered in the U.S. and other countries. Use of the "keyboard" Apple logo (Option-Shift-K) for commercial purposes without the prior written consent of Apple may constitute trademark infringement and unfair competition in violation of federal and state laws. Every effort has been made to ensure that the information in this manual is accurate. Apple is not responsible for printing or clerical errors. 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Simultaneously published in the United States and Canada. 019-0932/2007-09-01 1 Contents Preface 11 11 12 12 13 14 14 15 15 17 17 18 19 20 21 23 25 25 26 26 27 27 28 28 29 29 30 30 31 31 32 About This Guide What's New in Server Admin What's in This Guide Using Onscreen Help Mac OS X Server Administration Guides Viewing PDF Guides Onscreen Printing PDF Guides Getting Documentation Updates Getting Additional Information System Overview and Supported Standards System Requirements for Installing Mac OS X Server Understanding Server Configurations Advanced Configuration in Action Mac OS X Server Leopard Enhancements Supported Standards Mac OS X Server's UNIX Heritage Planning Planning Planning for Upgrading or Migrating to Mac OS X Server v10.5 Setting Up a Planning Team Identifying the Servers You'll Need to Set Up Determining Services to Host on Each Server Defining a Migration Strategy Upgrading and Migrating from an Earlier Version of Mac OS X Server Migrating from Windows NT Defining an Integration Strategy Defining Physical Infrastructure Requirements Defining Server Setup Infrastructure Requirements Making Sure Required Server Hardware Is Available Minimizing the Need to Relocate Servers After Setup Defining Backup and Restore Policies Chapter 1 Chapter 2 3 32 34 34 35 36 37 Chapter 3 39 39 40 40 41 42 42 43 44 44 45 46 46 48 49 49 50 51 53 53 54 54 54 55 55 56 56 57 57 57 58 58 60 60 61 Understanding Backup and Restore Policies Understanding Backup Types Understanding Backup Scheduling Understanding Restores Other Backup Policy Considerations Command-Line Backup and Restoration Tools Administration Tools Server Admin Opening and Authenticating in Server Admin Server Admin Interface Customizing the Server Admin Environment Server Assistant Workgroup Manager Workgroup Manager Interface Customizing the Workgroup Manager Environment Directory Directory Interface Directory Utility Server Monitor System Image Management Media Streaming Management Command-Line Tools Xgrid Admin Apple Remote Desktop Security About Physical Security About Network Security Firewalls and Packet Filters Network DMZ VLANs MAC Filtering Transport Encryption Payload Encryption About File Security File and Folder Permissions About File Encryption Secure Delete About Authentication and Authorization Single Sign-On About Certificates, SSL, and Public Key Infrastructure Public and Private Keys Chapter 4 4 Contents 61 62 62 62 62 64 64 65 65 67 68 68 68 69 69 70 70 70 71 71 73 73 73 74 74 76 76 Chapter 5 77 77 79 79 79 80 80 81 81 81 81 82 82 84 84 Certificates Certificate Authorities (CAs) Identities Self-Signed Certificates Certificate Manager in Server Admin Readying Certificates Requesting a Certificate From a Certificate Authority Creating a Self-Signed Certificate Creating a Certificate Authority Using a CA to Create a Certificate for Someone Else Importing a Certificate Managing Certificates Editing a Certificate Distributing a CA Public Certificate to Clients Deleting a Certificate Renewing an Expired Certificate Using Certificates SSH and SSH Keys Key-Based SSH Login Generating a Key Pair for SSH Administration Level Security Setting Administration Level Privileges Service Level Security Setting SACL Permissions Security Best Practices Password Guidelines Creating Complex Passwords Installation and Deployment Installation Overview System Requirements for Installing Mac OS X Server Hardware-Specific Instructions for Installing Mac OS X Server Gathering the Information You Need Preparing an Administrator Computer About The Server Installation Disc Setting Up Network Services Connecting to the Directory During Installation Installing Server Software on a Networked Computer About Starting Up for Installation Before Starting Up Remotely Accessing the Install DVD Starting Up from the Install DVD Starting Up from an Alternate Partition Contents 5 88 89 96 97 97 99 100 101 103 104 104 Chapter 6 105 105 105 106 106 107 107 109 109 109 110 111 112 113 115 116 117 118 119 120 121 122 125 128 128 128 128 129 129 129 130 Starting Up from a NetBoot Environment Preparing Disks for Installing Mac OS X Server Identifying Remote Servers When Installing Mac OS X Server Installing Server Software Interactively Installing Locally from the Installation Disc Installing Remotely with Server Assistant Installing Remotely with VNC Using the installer Command-Line Tool to Install Server Software Installing Multiple Servers Upgrading a Computer from Mac OS X to Mac OS X Server How to Keep Current Initial Server Setup Information You Need Postponing Server Setup Following Installation Connecting to the Network During Initial Server Setup Configuring Servers with Multiple Ethernet Ports About Settings Established During Initial Server Setup Specifying Initial Open Directory Usage Not Changing Directory Usage When Upgrading Setting Up a Server as a Standalone Server Setting Up a Server to Connect to a Directory System Using Interactive Server Setup Setting Up a Local Server Interactively Setting Up a Remote Server Interactively Setting Up Multiple Remote Servers Interactively in a Batch Using Automatic Server Setup Creating and Saving Setup Data Setup Data Saved in a File Setup Data Saved in a Directory Keeping Backup Copies of Saved Setup Data Providing Setup Data Files to Servers How a Server Searches for Saved Setup Data Setting Up Servers Automatically Using Data Saved in a File Setting Up Servers Automatically Using Data Saved in a Directory Determining the Status of Setups Using the Destination Pane for Setup Status Information Handling Setup Failures Handling Setup Warnings Getting Upgrade Installation Status Information Setting Up Services Adding Services to the Server View Setting Up Open Directory 6 Contents 130 130 131 132 132 133 133 133 133 134 134 134 Chapter 7 135 136 136 136 137 137 138 138 139 140 140 141 143 144 144 145 145 146 146 147 148 149 149 150 151 151 151 152 154 154 Setting Up User Management Setting Up File Services Setting Up Print Service Setting Up Web Service Setting Up Mail Service Setting Up Network Services Setting Up System Image and Software Update Services Setting Up Media Streaming and Broadcasting Setting Up Podcast Producer Setting Up WebObjects Service Setting Up iChat Service Setting Up iCal Service Management Ports Used for Administration Ports Open By Default Computers You Can Use to Administer a Server Setting Up an Administrator Computer Using a Non-Mac OS X Computer for Administration Using the Administration Tools Opening and Authenticating in Server Admin Adding and Removing Servers in Server Admin Grouping Servers Manually Grouping Servers Using Smart Groups Working With Settings for a Specific Server Changing the IP Address of a Server Changing the Server's Host Name After Setup Changing Server Configuration Type Administering Services Adding and Removing Services in Server Admin Importing and Exporting Service Settings Controlling Access to Services Using SSL for Remote Server Administration Managing Sharing Tiered Administration Permissions Defining Administrative Permissions Workgroup Manager Basics Opening and Authenticating in Workgroup Manager Administering Accounts Working with Users and Groups Defining Managed Preferences Working with Directory Data Customizing the Workgroup Manager Environment Contents 7 155 155 155 159 159 160 160 161 162 162 163 164 164 166 167 168 169 169 169 Chapter 8 171 171 172 172 172 173 173 173 174 175 176 177 178 178 180 182 182 183 183 184 184 Working With Pre-Version 10.5 Computers From Version 10.5 Servers Service Configuration Assistants Critical Configuration and Data Files Improving Service Availability Eliminating Single Points of Failure Using Xserve for High Availability Using Backup Power Setting Up Your Server for Automatic Reboot Ensuring Proper Operational Conditions Providing Open Directory Replication Link Aggregation The Link Aggregation Control Protocol (LACP) Link Aggregation Scenarios Setting Up Link Aggregation in Mac OS X Server Monitoring Link Aggregation Status Load Balancing Daemon Overview Viewing Running Daemons Daemon Control Monitoring Planning a Monitoring Policy Planning Monitoring Response Server Status Widget Server Monitor RAID Admin Console Disk Monitoring Tools Network Monitoring Tools Notification in Server Admin Monitoring Server Status Overviews Using Server Admin Simple Network Management Protocol (SNMP) Enabling SNMP reporting Configuring snmpd Notification and Event Monitoring Daemons Logging Syslog Directory Service Debug Logging Open Directory Logging AFP Logging Additional Monitoring Aids 8 Contents Chapter 9 185 185 186 195 207 225 Sample Setup A Single Mac OS X Server in a Small Business How to Set Up the Server Mac OS X Server Advanced Worksheet Appendix Glossary Index Contents 9 10 Contents This guide provides a starting point for administering Mac OS X Leopard Server in advanced configuration mode. It contains information about planning, practices, tools, installation, deployment, and more by using Server Admin. Server Administration is not the only guide you need when administering advanced mode server, but it gives you a basic overview of planning, installing, and maintaining Mac OS X Server using Server Admin. What's New in Server Admin Included with Mac OS X Server v10.5 is Server Admin, Apple's powerful, flexible, fullfeatured server administration tool. Server Admin is reinforced with improvements in standards support and reliability. Server Admin also delivers a number of enhancements:  Newly refined and streamlined interface  Share Point management (functionality moved from Workgroup Manager)  Event notification  Tiered administration (delegated administrative permissions)  Ability to hide and show services as needed  Easy and detailed server status overviews for one or many servers  Groups of servers  Smart Groups of servers  Ability to save and restore service configurations easily  Ability to save and restore Server Admin preferences easily Preface 11 About This Guide What's in This Guide This guide includes the following chapters:  Chapter 1, "System Overview and Supported Standards," provides a brief overview of Mac OS X Server systems and standards.  Chapter 2, "Planning," helps you plan for using Mac OS X Server.  Chapter 3, "Administration Tools," is a reference to the tools used to administer servers.  Chapter 4, "Security," is a brief guide to security policies and practices.  Chapter 5, "Installation and Deployment," is an installation guide for Mac OS X Server.  Chapter 6, "Initial Server Setup," provides a guide to setting up your server after installation.  Chapter 7, "Management," explains how to work with Mac OS X Server and services.  Chapter 8, "Monitoring," shows you how to monitor and log into Mac OS X Server. Note: Because Apple periodically releases new versions and updates to its software, images shown in this book may be different from what you see on your screen. Using Onscreen Help You can get task instructions onscreen in Help Viewer while you're managing Leopard Server. You can view help on a server or an administrator computer. (An administrator computer is a Mac OS X computer with Leopard Server administration software installed on it.) To get help for an advanced configuration of Mac OS X Leopard Server: m Open Server Admin or Workgroup Manager and then:  Use the Help menu to search for a task you want to perform.  Choose Help > Server Admin Help or Help > Workgroup Manager Help to browse and search the help topics. The onscreen help contains instructions taken from Server Administration and other advanced administration guides described in "Mac OS X Server Administration Guides," next. To see the most recent server help topics: m Make sure the server or administrator computer is connected to the Internet while you're getting help. Help Viewer automatically retrieves and caches the most recent server help topics from the Internet. When not connected to the Internet, Help Viewer displays cached help topics. 12 Preface About This Guide Mac OS X Server Administration Guides Getting Started covers installation and setup for standard and workgroup configurations of Mac OS X Server. For advanced configurations, Server Administration covers planning, installation, setup, and general server administration. A suite of additional guides, listed below, covers advanced planning, setup, and management of individual services. You can get these guides in PDF format from the Mac OS X Server documentation website: www.apple.com/server/documentation This guide... Getting Started and Installation & Setup Worksheet Command-Line Administration File Services Administration iCal Service Administration iChat Service Administration Mac OS X Security Configuration Mac OS X Server Security Configuration Mail Service Administration Network Services Administration Open Directory Administration Podcast Producer Administration Print Service Administration QuickTime Streaming and Broadcasting Administration Server Administration tells you how to: Install Mac OS X Server and set it up for the first time. Install, set up, and manage Mac OS X Server using UNIX commandline tools and configuration files. Share selected server volumes or folders among server clients using the AFP, NFS, FTP, and SMB protocols. Set up and manage iCal shared calendar service. Set up and manage iChat instant messaging service. Make Mac OS X computers (clients) more secure, as required by enterprise and government customers. Make Mac OS X Server and the computer it's installed on more secure, as required by enterprise and government customers. Set up and manage IMAP, POP, and SMTP mail services on the server. Set up, configure, and administer DHCP, DNS, VPN, NTP, IP firewall, NAT, and RADIUS services on the server. Set up and manage directory and authentication services, and configure clients to access directory services. Set up and manage Podcast Producer service to record, process, and distribute podcasts. Host shared printers and manage their associated queues and print jobs. Capture and encode QuickTime content. Set up and manage QuickTime streaming service to deliver media streams live or on demand. Perform advanced installation and setup of server software, and manage options that apply to multiple services or to the server as a whole. Use NetBoot, NetInstall, and Software Update to automate the management of operating system and other software used by client computers. Use data and service settings from an earlier version of Mac OS X Server or Windows NT. System Imaging and Software Update Administration Upgrading and Migrating Preface About This Guide 13 This guide... User Management Web Technologies Administration Xgrid Administration and High Performance Computing Mac OS X Server Glossary tells you how to: Create and manage user accounts, groups, and computers. Set up managed preferences for Mac OS X clients. Set up and manage web technologies, including web, blog, webmail, wiki, MySQL, PHP, Ruby on Rails, and WebDAV. Set up and manage computational clusters of Xserve systems and Mac computers. Learn about terms used for server and storage products. Viewing PDF Guides Onscreen While reading the PDF version of a guide onscreen:  Show bookmarks to see the guide's outline, and click a bookmark to jump to the corresponding section.  Search for a word or phrase to see a list of places where it appears in the document. Click a listed place to see the page where it occurs.  Click a cross-reference to jump to the referenced section. Click a web link to visit the website in your browser. Printing PDF Guides If you want to print a guide, you can take these steps to save paper and ink:  Save ink or toner by not printing the cover page.  Save color ink on a color printer by looking in the panes of the Print dialog for an option to print in grays or black and white.  Reduce the bulk of the printed document and save paper by printing more than one page per sheet of paper. In the Print dialog, change Scale to 115% (155% for Getting Started). Then choose Layout from the untitled pop-up menu. If your printer supports two-sided (duplex) printing, select one of the Two-Sided options. Otherwise, choose 2 from the Pages per Sheet pop-up menu, and optionally choose Single Hairline from the Border menu. (If you're using Mac OS X v10.4 or earlier, the Scale setting is in the Page Setup dialog and the Layout settings are in the Print dialog.) You may want to enlarge the printed pages even if you don't print double sided, because the PDF page size is smaller than standard printer paper. In the Print dialog or Page Setup dialog, try changing Scale to 115% (155% for Getting Started, which has CD-size pages). 14 Preface About This Guide Getting Documentation Updates Periodically, Apple posts revised help pages and new editions of guides. Some revised help pages update the latest editions of the guides.  To view new onscreen help topics for a server application, make sure your server or administrator computer is connected to the Internet and click "Latest help topics" or "Staying current" in the main help page for the application.  To download the latest guides in PDF format, go to the Mac OS X Server documentation website: www.apple.com/server/documentation Getting Additional Information For more information, consult these resources:  Read Me documents--important updates and special information. Look for them on the server discs.  Mac OS X Server website (www.apple.com/server/macosx)--gateway to extensive product and technology information.  Mac OS X Server Support website (www.apple.com/support/macosxserver)--access to hundreds of articles from Apple's support organization.  Apple Discussions website (discussions.apple.com)--a way to share questions, knowledge, and advice with other administrators.  Apple Mailing Lists website (www.lists.apple.com)--subscribe to mailing lists so you can communicate with other administrators using email. Preface About This Guide 15 16 Preface About This Guide 1 System Overview and Supported Standards 1 Mac OS X Server gives you everything you need to provide standards-based workgroup and Internet services -- delivering a world-class UNIX-based server solution that's easy to deploy and easy to manage. This chapter contains information you need to make decisions about where and how you deploy Mac OS X Server. It contains general information about configuration options, standard protocols used, it's UNIX roots, and network and firewall configurations necessary for Mac OS X Server administration. System Requirements for Installing Mac OS X Server The Macintosh desktop computer or server onto which you install Mac OS X Server v10.5 Leopard must have:  An Intel or PowerPC G4 or G5 processor, 867 MHz or faster  Built-in FireWire  At least 1 gigabyte (GB) of random access memory (RAM)  At least 10 gigabytes (GB) of available disk space  A new serial number for Mac OS X Server10.5 The serial number used with any previous version of Mac OS X Server will not allow registration in v10.5. A built-in DVD drive is convenient but not required. A display and keyboard are optional. You can install server software on a computer that has no display and keyboard by using an administrator computer. For more information, see "Setting Up an Administrator Computer" on page 137. 17 Understanding Server Configurations Mac OS X Server can operate in three different configurations: advanced, workgroup, and standard. Servers in advanced configurations are the most flexible, and require the most skill to administer. They can be customized for a variety of purposes and needs. An advanced configuration of Mac OS X Server gives the experienced system administrator complete control of service configuration to accommodate a wide variety of business needs. After performing initial setup with Setup Assistant, you use powerful administration applications such as Server Admin and Workgroup Manager, or command-line tools, to configure advanced settings for services the server must provide. The other two configurations are subsets of the possible services and capabilities of an advanced configuration. They have a simplified administration application, named Server Preferences, and are targeted at more specific roles in an organization. The workgroup configuration of Mac OS X Server is used for a workgroup in an organization with an existing directory server. A workgroup configuration connects to an existing directory server in your organization and uses the users and groups from the organization's directory in a workgroup server directory. The standard configuration of Mac OS X Server features automated setup and simplified administration for an independent server in a small organization. The following table highlights the features and capabilities of each configuration. Feature Service settings changed with... Service settings are... Users and groups managed with... User service settings automatically provisioned Usable as a standalone server Usable as an Open Directory Master Usable as an Open Directory Replica Usable as a dedicated network Gateway Advanced Server Admin Unconfigured Workgroup Manager No Workgroup Server Preferences Preset to a few common defaults Server Preferences Yes Standard Server Preferences Preset to common defaults Server Preferences Yes Yes Yes Yes Yes No No Yes No Yes Yes No Yes 18 Chapter 1 System Overview and Supported Standards Feature Usable as an Active Directory Replica Monitored and backed up using... Dependant on an existing service infrastructure Dependant on an existing well-formed DNS system Advanced Yes Whatever method implemented by the system administrator No Workgroup No Server Preferences Standard No Server Preferences Yes No Yes Yes No For more information about the Standard and Workgroup configurations and what services are enabled by default for them, see Getting Started. Advanced Configuration in Action The following illustration depicts several advanced configurations of Mac OS X Server that serve a large organization. The Internet DCHP, DNS, RADIUS, VPN Open Directory master iCal, iChat, and mail Web with wiki and blog QuickTime streaming File sharing Home folders System imaging and software update AirPort Extreme Open Directory replica Each server is set up to provide some of the services. For example, one server provides iCal, iChat, and mail service for the organization. Another provides QuickTime media streaming and Podcast Producer. To ensure high availability of home folders and share points, a master file server and a backup file server have IP failover configured so that if the master fails, the backup transparently takes over. The master and backup file servers use an Xsan storage area network to access the same RAID storage without corrupting it. Chapter 1 System Overview and Supported Standards 19 For high availability of directory services, Open Directory replicas provide directory service if the Open Directory master goes offline. The Open Directory domain has user, group, individual computer, and computer group accounts. This allows Mac OS X user preferences to be managed at the group and computer group level. The web service hosts a website on the Internet for the organization. It also provides wiki websites on the intranet for groups in the organization. Mac OS X Server Leopard Enhancements Mac OS X Server includes more than 250 new features, making it the biggest improvement to the server operating system since Mac OS X Server was launched. Here are a few enhancements:  Xgrid 2 service: Xgrid 2 service lets you achieve supercomputer performance levels by distributing computations over collections of dedicated or shared Mac OS X computers. Xgrid 2 features GridAnywhere, allowing Xgrid-enabled software to run where you choose, even if you haven't set up a controller or agents; and Scoreboard for prioritizing which agents are used for each job. Cluster controller provides centralized access to the distributed computing pool, referred to as a computational cluster.  File services: Improved file services includes improved performance and security for each network file service, notably enhanced SMB support and secure NFS v3 using Kerberos authentication and AutoFS.  iChat Server 2: iChat Server 2 can federate its community of users with communities of other Extensible Messaging and Presence Protocol (XMPP) messaging systems, such as Google Talk, allowing members of the iChat server community to chat with members of the federated communities.  Mail service: Mail service has added support for mail store clustering when used with Xsan. It also has integrated vacation message functionality. It features improved performance with 64-bit mail services with SMTP, IMAP, and POP.  Open Directory 4: This new version of Open Directory includes new LDAP proxy capability, cross-domain authorization, cascading replication, and replica sets.  RADIUS authentication: RADIUS allows authentication for clients connecting to the network via AirPort Base Stations.  QuickTime Streaming Server 6: Enhanced QuickTime Streaming Server supports 3GPP Release 6 bit-rate adaptation for smooth streaming to mobile phones regardless of network congestion. It integrates with Open Directory on your server when authenticating content delivery, and features improved performance with 64-bit service. 20 Chapter 1 System Overview and Supported Standards  Web services: Web server administrators now have Apache 2.2 (for clean and service upgrade installations) or 1.3 (for system upgraded servers). MySQL 5, PHP, and Apache are integrated. Ruby on Rails with Mongrel has been included for simplified development of web-based applications. Supported Standards Mac OS X Server provides standards-based workgroup and Internet services. Instead of developing proprietary server technologies, Apple has built on the best open source projects: Samba 3, OpenLDAP, Kerberos, Postfix, Apache, Jabber, SpamAssassin, and more. Mac OS X Server integrates these robust technologies and enhances them with a unified, consistent management interface. Because it is built on open standards, Mac OS X Server is compatible with existing network and computing infrastructures. It uses native protocols to deliver directory services, file, printer sharing, and secure network access to Mac, Windows, and Linux clients. A standards-based directory services architecture offers centralized management of network resources using any LDAP server--even proprietary servers such as Microsoft Active Directory. The open source UNIX-based foundation makes it easy to port and deploy existing tools to Mac OS X Server. The following are some of the standards-based technologies that power Mac OS X Server:  Kerberos: Mac OS X Server integrates an authentication authority based on MIT's Kerberos technology (RFC 1964) to provide users with single sign-on access to secure network resources. Using strong Kerberos authentication, single sign-on maximizes the security of network resources while providing users with easier access to a broad range of Kerberos-enabled network services. For services that have not yet been Kerberized, the integrated SASL service negotiates the strongest possible authentication protocol.  OpenLDAP: Mac OS X Server includes a robust LDAP directory server and a secure Kerberos password server to provide directory and authentication services to Mac, Windows, and Linux clients. Apple has built the Open Directory server around OpenLDAP, the most widely deployed open source LDAP server, so it can deliver directory services for both Mac-only and mixed-platform environments. LDAP provides a common language for directory access, enabling administrators to consolidate information from different platforms and define one namespace for all network resources. This means a single directory for all Mac, Windows, and Linux systems on the network. Chapter 1 System Overview and Supported Standards 21  RADIUS: Remote Authentication Dial-In User Service (RADIUS) is an authentication, authorization and accounting protocol used by the 802.1x security standard for controlling network access by clients in mobile or fixed configurations. Mac OS X Server uses RADIUS to integrate with AirPort Base Stations serving as a central MAC address filter database. By configuring RADIUS and Open Directory you can control who has access to your wireless network. Mac OS X Server uses the FreeRADIUS Server Project. FreeRADIUS supports the requirements of a RADIUS server, shipping with support for LDAP, MySQL, PostgreSQL, Oracle databases, EAP, EAP-MD5, EAP-SIM, EAP-TLS, EAP-TTLS, EAP-PEAP, and Cisco LEAP subtypes. Mac OS X Server supports proxying, with failover and load balancing.  Mail Service: Mac OS X Server uses robust technologies from the open source community to deliver comprehensive, easy-to-use mail server solutions. Full support for Internet mail protocols--Internet Message Access Protocol (IMAP), Post Office Protocol (POP), and Simple Mail Transfer Protocol (SMTP)--ensures compatibility with standards-based mail clients on Mac, Windows, and Linux systems.  Web Technologies: Mac OS X Server web technologies are based on the open source Apache web server, the most widely used HTTP servers on the Internet. With performance optimized for Mac OS X Server, Apache provides fast, reliable web hosting and an extensible architecture for delivering dynamic content and sophisticated web services. Because web service in Mac OS X Server is based on Apache, you can add advanced features with plug-in modules. Mac OS X Server includes everything professional web masters need to deploy sophisticated web services: integrated tools for collaborative publishing, inline scripting, Apache modules, custom CGIs, and JavaServer Pages and Java Servlets. Database-driven sites can be linked to the included MySQL database. ODBC and JDBC connectivity to other database solutions is also supported. Web service also includes support for Web-based Distributed Authoring and Versioning, known as WebDAV.  File Services: You can configure Mac OS X Server file services to allow clients to access shared files, applications, and other resources over a network. Mac OS X Server supports most major service protocols for maximum compatibility including:  Apple Filing Protocol (AFP), to share resources with clients who use Macintosh computers.  Server Message Block (SMB), protocol to share resources with clients who use Windows computers. This protocol is provided by the Samba open source project.  Network File System (NFS), to share files and folders with UNIX clients.  File Transfer Protocol (FTP), to share files with anyone using FTP client software. 22 Chapter 1 System Overview and Supported Standards  IPv6: IPv6 is short for "Internet Protocol Version 6 (RFC 2460). IPv6 is the Internet's next-generation protocol designed to replace the current Internet Protocol, IP Version 4 (IPv4, or just IP). IPv6 improves routing and network autoconfiguration. It increases the number of network addresses to over 3 x1038, and eliminates the need for NAT. IPv6 is expected to gradually replace IPv4 over a number of years, with the two coexisting during the transition. Mac OS X Server's network services are fully IPv6 capable and ready to transition to the next generation addressing as well as being fully able to operate with IPv4.  SNMP: The Simple Network Management Protocol (SNMP) is used to monitor network­attached devices' operational status. It is a set of Internet Engineering Task Force (IETF)­designed standards for network management, including an Application Layer protocol, a database schema, and a set of data objects. Mac OS X Server uses the open source net-snmp suite to provide SNMPv3 (i.e. RFCs 3411-3418) service. Mac OS X Server's UNIX Heritage Mac OS X Server has a UNIX-based foundation built around the Mach microkernel and the latest advances from the Berkeley Software Distribution (BSD) open source community. This foundation provides Mac OS X Server with a stable, high-performance, 64-bit computing platform for deploying server-based applications and services. Mac OS X Server is built on an open source operating system called Darwin, which is part of the BSD family of UNIX-like systems. BSD is a family of UNIX variants descended from Berkeley's version of UNIX. Also, Mac OS X Server incorporates more than 100 open source projects in addition to proprietary enhancements and extended functionality created by Apple. The BSD portion of the Mac OS X kernel is derived primarily from FreeBSD, a version of 4.4BSD that offers advanced networking, performance, security, and compatibility features. In general, BSD variants are derived (sometimes indirectly) from 4.4BSD-Lite Release 2 from the Computer Systems Research Group (CSRG) at the University of California at Berkeley. Although the BSD portion of Mac OS X is primarily derived from FreeBSD, some changes have been made. To find out more about the low-level changes made see Apple's Developer documentation for Darwin. Chapter 1 System Overview and Supported Standards 23 24 Chapter 1 System Overview and Supported Standards 2 Planning 2 Before installing and setting up Mac OS X Server do a little planning and become familiar with your options. The major goals of the planning phase are to make sure that:  Server user and administrator needs are addressed by the servers you deploy  Server and service prerequisites that affect installation and initial setup are identified Installation planning is especially important if you're integrating Mac OS X Server into an existing network, migrating from earlier versions of Mac OS X Server, or preparing to set up multiple servers. But even single-server environments can benefit from a brief assessment of the needs you want a server to address. Use this chapter to stimulate your thinking. It doesn't present a rigorous planning guide, nor does it provide the details you need to determine whether to implement a particular service and assess its resource requirements. Instead, view this chapter as an opportunity to think about how to maximize the benefits of Mac OS X Server in your environment. Planning, like design, isn't necessarily a linear process. The sections in this chapter don't require you to follow a mandatory sequence. Different sections in this chapter present suggestions that could be implemented simultaneously or iteratively. Planning During the planning stage, determine how you want to use Mac OS X Server and identify whether there's anything you need to accomplish before setting it up. For example, you might want to convert an existing server to v10.5 and continue hosting directory, file, and mail services for clients on your network. Before you install server software, you might need to prepare data to migrate to your new server, and perhaps consider whether it's a good time to implement a different directory services solution. 25 During the planning stage, you'll also decide which installation and server setup options best suit your needs. For example, Getting Started contains an example that illustrates server installation and initial setup in a small business scenario with the server in standard configuration mode. Planning for Upgrading or Migrating to Mac OS X Server v10.5 If you're using a previous version of Mac OS X Server and you want to reuse data and settings, you can upgrade or migrate to v10.5. You can upgrade to Leopard Server if you're using Mac OS X Server v10.4 Tiger or v10.3 Panther and you don't need to replace server hardware. Upgrading is simple because it preserves existing settings and data. You can perform an upgrade using any of the installation methods described in this chapter or the advanced methods described in this guide. If you can't perform an upgrade, for example when you need to reformat the startup disk or replace your server hardware, you can migrate data and settings to a computer that you've installed Leopard Server on. Migration is supported from the latest version of Mac OS X Server v10.4 Tiger, Mac OS X Server v10.3.9 Panther, Mac OS X Server v10.2.8 Jaguar, and Windows NT 4 or later. For complete information about migrating data and settings to a different Mac or Xserve, see Upgrading and Migrating. The upgrading and migrating guide provides complete instructions for reusing data and settings in both these scenarios. Setting Up a Planning Team Involve individuals in the installation planning process who represent various points of view, and who can help answer the following questions:  What day-to-day user requirements must be met by a server? What activities will server users and workgroups depend on the server for? If the server is used in a classroom, make sure the instructor who manages its services and administers it daily provides input.  What user management requirements must be met? Will user computers be diskless and therefore need to be started up using NetBoot? Will Macintosh client management and network home folders be required? Individuals with server administration experience should work with server users who might not have a technical background, so they'll understand how certain services might benefit them. 26 Chapter 2 Planning  What existing non-Apple services, such as Active Directory, will the server need to integrate with? If you've been planning to replace a Windows NT computer, consider using Mac OS X Server with its extensive built-in support for Windows clients. Make sure that administrators familiar with these other systems are part of the planning process.  What are the characteristics of the network into which the server will be installed? Do you need to upgrade power supplies, switches, or other network components? Is it time to streamline the layout of facilities that house your servers? An individual with systems and networking knowledge can help with these details as well as completing the Mac OS X Server Advanced Worksheet in the appendix. Identifying the Servers You'll Need to Set Up Conduct a server inventory:  How many servers do you have?  How are they used?  How can you streamline the use of servers you want to keep?  Are there existing servers that need to be retired? Which ones can Mac OS X Server replace?  Which non-Apple servers will Mac OS X Server need to be integrated with? Why?  Do you have Mac OS X Server computers that need to be upgraded to version 10.5?  How many new Mac OS X Server computers will you need to set up? Determining Services to Host on Each Server Identify which services you want to host on each Mac OS X Server and non-Apple server you decide to use. Distributing services among servers requires an understanding of both users and services. Here are a few examples of how service options and hardware and software requirements can influence what you put on individual servers:  Directory services implementations can range from using directories and Kerberos authentication hosted by non-Apple servers to setting up Open Directory directories on servers distributed throughout the world. Directory services require thoughtful analysis and planning. Open Directory Administration can help you understand the options and opportunities.  Home folders for network users can be consolidated onto one server or distributed among various servers. Although you can move home folders, you might need to change a large number of user and share point records, so devise a strategy that will persist for a reasonable amount of time. For information about home folders, see User Management. Chapter 2 Planning 27  Some services offer ways to control the amount of disk space used by individual users. For example, you can set up home folder and mail quotas for users. Consider whether using quotas will offer a way to maximize the disk usage on a server that stores home folders and mail databases. User Management describes home folder and user mail quotas, and Mail Service Administration describes service-wide mail quotas.  Disk space requirements are also affected by the type of files a server hosts. Creative environments need high-capacity storage to accommodate large media files, but elementary school classrooms have more modest file storage needs. File Services Administration describes file sharing.  If you're setting up a streaming media server, allocate enough disk space to accommodate a certain number of hours of streamed video or audio. For hardware and software requirements and for a setup example, see QuickTime Streaming and Broadcasting Administration.  The number of NetBoot client computers you can connect to a server depends on the server's Ethernet connections, the number of users, the amount of available RAM and disk space, and other factors. DHCP service needs to be available. For NetBoot capacity planning guidelines, see System Imaging and Software Update Administration.  Mac OS X Server offers extensive support for Windows users. You can consolidate Windows user support on servers that provide PDC services, or you can distribute services for Windows users among different servers. The Open Directory Administration and File Services Administration describe the options available to you.  If you want to use software RAID to stripe or mirror disks, you'll need two or more drives (they can't be FireWire drives) on a server. For more information, see online Disk Utility Help. Before finalizing decisions about which servers will host particular services, familiarize yourself with information in the administration guides for services you want to deploy. Defining a Migration Strategy If you're using Mac OS X Server v10.2­10.4 or a Windows NT server, examine the opportunities for moving data and settings to Mac OS X Server v10.5. Upgrading and Migrating from an Earlier Version of Mac OS X Server If you're using computers with Mac OS X Server versions 10.2, 10.3, or 10.4, consider upgrading or migrating them to an advanced configuration of Mac OS X Server v10.5 Leopard. If you're using Mac OS X Server v10.4 or v10.3 and you don't need to move to different computer hardware, you can perform an upgrade installation. Upgrading is simple because it preserves your existing settings and data. 28 Chapter 2 Planning When you can't use the upgrade approach, you can migrate data and settings. You'll need to migrate, not upgrade, when:  A version 10.3 or 10.4 server's hard disk needs reformatting or the server doesn't meet the minimum Leopard Server system requirements. For more information, see "Understanding System Requirements for Installing Mac OS X Server" on page 66.  You want to move data and settings you've been using on a v10.3 or 10.4 server to different server hardware.  You want to move data and settings you've been using on a v10.2 server. Migration is supported from the latest versions of Mac OS X Server v10.4, v10.3, and v10.2. When you migrate, you install and set up an advanced configuration of Leopard Server, restore files onto it from the earlier server, and make manual adjustments as required. For complete information, read Upgrading and Migrating. Migrating from Windows NT An advanced configuration of Leopard Server can provide a variety of services to users of Microsoft Windows 95, 98, ME, XP, NT 4, and 2000 computers. By providing these services, Leopard Server can replace Windows NT servers in small workgroups. For information about migrating users, groups, files, and more from a Windows NT server to Mac OS X Server, see Upgrading and Migrating. Defining an Integration Strategy Integrating Mac OS X Server into a heterogeneous environment has two aspects:  Configuring Mac OS X Server to take advantage of existing services  Configuring non-Apple computers to use Mac OS X Server The first aspect primarily involves directory services integration. Identify which Mac OS X Server computers will use existing directories (such as Active Directory, LDAPv3, and NIS directories) and existing authentication setups (such as Kerberos). For options and instructions, see Open Directory Administration. Integration can be as easy as enabling a Directory Utility option, or it might involve adjusting existing services and Mac OS X Server settings. The second aspect is largely a matter of determining the support you want Mac OS X Server to provide to Windows computer users. File Services Administration and Open Directory Administration tell you what's available. Chapter 2 Planning 29 Defining Physical Infrastructure Requirements Determine whether you need to make site or network topology adjustments before installing and setting up servers.  Who will administer the server, and what kind of server access will administrators need? Classroom servers might need to be conveniently accessible for instructors, while servers that host network-wide directory information should be secured with restricted access in a district office building or centralized computer facility. Because Mac OS X Server administration tools offer complete remote server administration support, there are few times when an administrator should need physical access to a server.  Are there air conditioning or power requirements that must be met? For this kind of information, see the documentation that comes with server hardware.  Are you considering upgrading elements such as cables, switches, and power supplies? Now may be a good time to do it.  Is your TCP/IP network and its subnets configured to support the services and servers you want to deploy? Defining Server Setup Infrastructure Requirements The server setup infrastructure consists of the services and servers you must set up in advance because other services or servers depend on them. For example, If you'll use Mac OS X Server to provide DHCP, network time, or BootP services to other servers, you should set up the server or servers that provide these services and initiate the services before you set up servers that depend on those services. Or if you want to automate server setup by using setup data stored in a directory, you should set DHCP and directory servers. The amount of setup infrastructure you require depends on the complexity of your site and what you want to accomplish. In general, DHCP, DNS, and directory services are desirable or required for medium-sized and larger server networks:  The most fundamental infrastructure layer comprises network services like DHCP and DNS. All services run better if DNS is on the network, and many services require DNS to work properly. If you're not hosting DNS, work with the administrator responsible for the DNS server you'll use when you set up your own servers. DNS requirements for individual services are published in the service-specific administration guides. Setting up DHCP will reflect the physical network topology you'll be using. 30 Chapter 2 Planning  Another crucial infrastructure component is directory services, required for sharing data among services, servers, and user computers. The most common data you need to share is for users and groups, but configuration information such as mount records and other directory data is also shared. A directory services infrastructure is necessary when you want to host cross-platform authentication and when you want different services to share the same names and passwords. Here's an example of the sequence in which you might set up a server infrastructure that includes DNS, DHCP, and directory services. The services can be set up on the same server or on different servers: 1 Set up the DNS server. 2 Set up DHCP. 3 Configure DHCP to specify the DNS server address so it can be served to DHCP clients. 4 Set up a directory server, including Windows PDC service if required. 5 Populate the directory with data, such as users, groups, and home folder data. This process can involve importing users and groups, setting up share points, setting up managed preferences, and so forth. 6 Configure DHCP to specify the address of the directory server so it can be served to DHCP clients. Your particular needs may affect this sequence. For example, if you want to use VPN, NAT, or IP firewall services, you would factor their setup into the DNS and DHCP setups. Making Sure Required Server Hardware Is Available You might want to postpone setting up a server until all its hardware is in place. For example, you might not want to set up a server whose data you want to mirror until all the disk drives that you need to set up for mirroring are available. You might also want to wait until a RAID subsystem is set up before setting up a home folder server or other server that will use it. Minimizing the Need to Relocate Servers After Setup Try to place a server in its final network location (IP subnet) before setting it up for the first time. If you're concerned about preventing unauthorized or premature access during setup, you can set up a firewall to protect the server while finalizing its configuration. Chapter 2 Planning 31 If you can't avoid moving a server after initial setup, you must change settings that are sensitive to network location before it can be used. For example, the server's IP address and host name, stored in both directories and configuration files on the server, must be updated. When you move a server, follow these guidelines:  Minimize the time the server is in its temporary location so the amount of information you need to change is limited.  Postpone configuring services that depend on network settings until the server is in its final location. Such services include Open Directory replication, Apache settings (such as virtual domains), DHCP, and other network infrastructure settings that other computers depend on.  Wait to import final user accounts. Limit accounts to test accounts so you minimize the user-specific network information (such as home folder location) that must change after the move.  After you move the server, you can change its IP address in the Network pane of System Preferences (or use the networksetup tool). Within a few minutes after you change the server's IP address or name, Mac OS X Server automatically uses the changeip command-line tool to update the name, address, other data stored in the Open Directory domain, local directory domain, and service configuration files on the server. You may need to manually adjust network configurations such as the server's DNS entries its DHCP static mapping. For information about the changeip tool, see its man page and Command-Line Administration.  Reconfigure the search policy of computers (such as user computers and DHCP servers) that have been configured to use the server in its original location. Defining Backup and Restore Policies All storage systems will fail eventually. Either through equipment wear and tear, accident, or disaster, your data and configuration settings are vulnerable to loss. Before installing any data system, you should have a plan in place to prevent or minimize your data loss. Understanding Backup and Restore Policies There are many reasons to have a backup and restore policy. Your data is subject to material failure through wear, natural or man-made disasters, or just data corruption. Some data loss is beyond your control to prevent, but with a backup and restore plan, you'll have your data again. 32 Chapter 2 Planning These backup and restore policies must be customized to your situation, your needs, and your own determination of what data needs to be saved, how often, and how much time and effort is used to restore it. Backups are an investment of time, money, administration effort, and often performance. However, there is a clear return on investment in the form of data integrity. You can avoid substantial financial, legal, and organizational costs with a wellplanned and executed backup and restore policy. These policies specify the procedures and practices that fulfill your restoration needs. There are essentially three kinds of restoration needs:  Restoring a deleted or corrupt file  Recovering from disk failure (or catastrophic file deletion)  Archiving data for some organization need (financial, legal, and so forth) Each restoration need determines what type, frequency, and method you use to back up your data. You may want to keep daily backups of all files. This allows for quick restoration of individual overwritten or deleted files. In such a case you have file-level granularity every day: any single file can be restored the following day. There are other levels of granularity as well. For example, you may need to restore and entire day's data at once. This is a daily snapshot-level granularity: you could restore the entire set of your organization's data as it was on a given day. These daily snapshots may not be practical to maintain for every day for the life of the organization, so you might choose to keep a set of rolling snapshots that give you daily snapshot-level granularity for only the preceding month. Other levels of restoration you might want or need could be quarter-yearly, semi-annually, or so forth. You may also need archival storage, which is data stored only to be accessed in uncommon circumstances. Archival storage can be in a permanent state, meaning the data is kept for the foreseeable future. Your organization must determine:  What needs to be backed up?  How granular are the restoration needs?  How often is the data backed up?  How accessible is the data (how much time will it take to restore it?  What processes are in place to recover from a disaster during a backup or restore procedure? The answers to these questions are an integral part of your backup and restore policy. Chapter 2 Planning 33 Understanding Backup Types There are many different types of backup files (explained below), and within each type there are many different formats and methods. Each backup type serves a different purpose and has different considerations.  Full Images: Full images are byte-level copies of data. They capture the entire state of the hard disk down to the most basic storage unit. These backups also keep copies of the disk filesystem and the unused or erased portion of the disk in question.They can be used for forensic study of the source disk medium. Such fidelity often makes individual file restoration more unwieldy. They are often compressed and are only decompressed to restore the entire file set.  Full File-level Copies: Full file-level copies are backup files that are kept as duplicates. They do not capture the finest detail of unused portions of the source disk, but they do provide a full record of the files as they existed at the time of backup. If a single file changes, the next full file-level backup will make a copy of the whole data set in addition to the file that changed.  Incremental Backups: Incremental backups start with file-level copies, but they only copy changed files since the last backup. This has the benefit of saving storage space, and capturing all applicable changes as they happen.  Snapshots: Snapshots are a copy of data as it was in the past. Snapshots can be made from collections of files, or more often made from links to other files within a backup file set. Snapshots are useful for making backups of volatile data (data that changes quickly, like databases in use or mail servers sending and receiving mail). These backup types are not mutually exclusive; they only exemplify different approaches to copying data for backup purposes. For example, Mac OS X's Time Machine uses a full file-level copy as a base backup; then it uses incremental backups to create snapshots of a computer's data on any given day. Understanding Backup Scheduling Backing up files requires time and resources. Before deciding on a backup plan, consider some of the following questions:  How much data will be backed up?  How much time will the backup take?  When does the backup need to happen?  What else is the computer doing during that time?  What sort of resource allocation will be necessary? For example, how much network bandwidth will be necessary to accommodate the load? How much space on backup drives, or how many backup tapes will be required? What sort of drain on computing resources will occur during backup? What personnel will be necessary for the backup? 34 Chapter 2 Planning You will find that different kinds of backup require different answers to these questions. For example, an incremental file copy might take less time and copy less data than a full file copy (because only a fraction of any given data set will have changed since the last backup). Therefore an incremental backup might be scheduled during a normal use period because the impact to users and systems may be very low. However, a full image backup might have a very strong impact for users and systems, if done during the normal use period. Choosing a Backup Rotation Scheme A backup rotation scheme determines the most efficient way to back up data over a specific period of time. An example of a rotation scheme is the grandfather-father-son rotation scheme. In this scheme, you perform incremental daily backups (son), and full weekly (father) and monthly (grandfather) backups. In the grandfather-father-son rotation scheme, the number of media sets you use for backup determines how much backup history you have. For example, if you use eight backup sets for daily backups, you have eight days of daily backup history because you'll recycle media sets every eight days. Understanding Restores No backup policy or solution is complete without having accompanying plans for data restoration. Depending on what is being restored, you may have different practices and procedures. For example, your organization may have specific tolerances for how long critical systems can be out of use while the data is restored. You may want to consider the following questions:  How long will it take to restore data at each level of granularity? For example, how long will a deleted file or email take to restore? How long will a full hard disk image take to restore? How long would it take to return the whole network to its state three days ago?  What process is most effective for each type of restore? For example, why would we roll back the entire server for a single lost file?  How much administrator action is necessary for each type of restore? How much automation must be developed to best use administrators' time?  Under what circumstances are the restores initiated? Who and what can start a restore and for what reasons? Restore practices and procedures must be tested regularly. A backup data set that has not been proven to restore correctly cannot be considered a trustworthy backup. Backup integrity is measured by restore fidelity. Chapter 2 Planning 35 Defining a Backup Verification Mechanism A backup is no good if you can't use it to restore lost data. You should have a strategy for regularly conducting test restorations. Some third-party software providers support this functionality. However, if you're using your own backup solutions, you need to develop the necessary test procedures. Other Backup Policy Considerations Consider the following additional items for your backup policy:  Should file compression be used? If so, what kind?  Are there onsite and offsite backups and archives?  Are there any special considerations for the type of data being stored? For example, for Mac OS X files, can the backup utility preserve file metadata, resource forks, and Access Control List (ACL) privileges? Choosing Backup Media Type Several factors help you determine what type of media to choose:  Cost. Use cost per GB to determine what media to choose. For example, if your storage needs are limited, you can justify higher cost per GB, but if you need a large amount of storage, cost becomes a big factor in your decision. One of the most cost-effective storage solutions is a hard drive RAID. Not only does it provide you with a low cost per GB, but it doesn't require the special handling needed by other cost-effective storage types, such as tape drives.  Capacity. If you back up only a small amount of data, low-capacity storage media can do the job. But if you need to back up large amounts of data, use high-capacity devices, such as a RAID.  Speed. When your goal is to keep your server available most of the time, restoration speed becomes a big factor in deciding which type of media to choose. Tape backup systems can be very cost-effective, but they are much slower than a RAID.  Reliability. Successful restoration is the goal of a good backup strategy. If you can't restore lost data, all the effort and cost you spent in backing up data is wasted and the availability of your services compromised. Therefore, it's important that you choose highly reliable media to prevent data loss. For example, tapes are more reliable than hard disks because they don't contain moving parts.  Archive life. You never know when you'll need your backed up data. Therefore, choose media that is designed to last for a long time. Dust, humidity, and other factors can damage storage media and result in data loss. 36 Chapter 2 Planning Command-Line Backup and Restoration Tools Mac OS X Server provides several command-line tools for data backup and restoration:  rsync. Use this command to keep a backup copy of your data in sync with the original. The tool rsync only copies the files that have changed.  ditto. Use this command to perform full backups.  asr. Use this command to back up and restore an entire volume. For more information about these commands, see Command-Line Administration. Leopard's Time Machine feature is not recommended for server file and system backup of advanced configuration servers. Note: You can use the launchdctl command to automate data backup using the aforementioned commands. For more information about using launchd, see Command-Line Administration. Chapter 2 Planning 37 38 Chapter 2 Planning 3 Administration Tools 3 Manage Mac OS X Server using graphical applications or command-line tools. Mac OS X Server tools offer diverse approaches to server administration:  You can administer servers locally (directly on the server you're using) or remotely, from another server, a Mac OS X computer, or a UNIX workstation.  Graphical applications, such as Server Admin and Workgroup Manager, offer easy-touse server administration and secure communications for remote server management. You can use these applications on Mac OS X Server (they're in /Applications/Server/) or on a Mac OS X computer where you've installed them, as described in "Setting Up an Administrator Computer" on page 137.  Command-line tools are available for administrators who prefer to use commanddriven server administration. For remote server management, you can submit commands in a Secure Shell (SSH) session. You can type commands on Mac OS X Server computers and Mac OS X computers using the Terminal application, located in /Applications/Utilities/. You can also submit commands from a non-Macintosh computer that's been set up as described in "Using a Non-Mac OS X Computer for Administration" on page 137. Server Admin You use Server Admin to administer services on one or more Mac OS X Server computers. Server Admin also lets you specify settings that support multiple services, such as creating and managing SSL certificates, manage file sharing, and specifying which users and groups can access services. Information about using Server Admin to manage services appears in the individual administration guides and in onscreen information accessible by using the Help menu in Server Admin. 39 Information about using Server Admin to manage services appears in the individual administration guides and in the following sections. Opening and Authenticating in Server Admin Server Admin is installed in /Applications/Server/, from which you can open it in the Finder. Or you can open Server Admin by clicking the Server Admin icon in the Dock or clicking the Server Admin button on the Workgroup Manager toolbar. To select a server to work with, enter its IP address or DNS name in the login dialog box, or click Available Servers to choose from a list of servers. Specify the user name and password for a server administrator, then click Connect. Server Admin Interface The Server Admin interface is shown here, with each element explained in the following table. A F E G C B H D I J O KLM N 40 Chapter 3 Administration Tools A Server List: Shows servers, groups, smart groups, and if desired, the administered services for each server You select a group to view a status summary for all grouped computers. You select a computer for its overview and server settings. You select a server's service to control and configure the service. Context Buttons: Shows available information and configuration panes. Tool Bar: Shows available context buttons. If a button is greyed out or can't be clicked, you do not have the administrative permissions to access it. Main Work Area: Shows status and configuration options. This looks different for each service and for each context button selected. Available servers: Lists the local-network scanner, which you can use to discover servers to add to your server list. All Servers: Shows all computers that have been added to Server Admin, regardless of status. Server: Shows the hostname of the managed server. Select to show a hardware, operating system, active service, and system status summary. Service: Shows an administered service for a given server. Select to get service status, logs, and configuration options. Group: Shows an administrator created group of servers. Select to view a status summary for all grouped computers For more information, see "Grouping Servers Manually" on page 140. Smart Group: Shows an automatic group, populated with servers that meet a predetermined criteria. For more information, see "Grouping Servers Using Smart Groups" on page 140. Add button: Shows a pop-up menu of items to add to the Server list: servers, groups, and smart groups. Action button: Shows a pop-up menu of actions possible for a selected service, or server, including disconnect server, share the server's screen, and so forth. B C D E F G H I J K L M Refresh button: Allows you to send a status request to all computers visible in the Server list. N Service Start/Stop button: When a service is selected, this button allows you to start or stop the service, as appropriate. O Action bar: Shows buttons and pop-up menus with commands to act on selected servers or services in the Server list. Click this to save or revert setting changes you've made. this contains the Add button, Action button, service start and stop buttons, and save and revert buttons. Customizing the Server Admin Environment To control the Server Admin environment, you have the following options.  To control the list of services to administer, see "Adding and Removing Services in Server Admin" on page 145.  To control the appearance of Server Admin lists, refresh rates, and other behaviors, choose Server Admin > Preferences. Chapter 3 Administration Tools 41 Server Assistant Server Assistant is used for:  Remote server installations  Initial setup of a local server  Initial setup of remote servers  Preparing data for automated setup of an advanced configuration The Server Assistant initla page is shown here. Server Assistant is located in /Applications/Server/. For information about using Server Assistant, use its Help buttons, or see Chapter 6, "Initial Server Setup," on page 105. Workgroup Manager Mac OS X Server includes Workgroup Manager, a user management tool you can use to create and manage user, group, computer, and computer group accounts. You also use it to access the Inspector, an advanced feature that lets you do raw editing of Open Directory entries. Workgroup Manager is installed in /Applications/Server/, from which you can open it in the Finder. Or you can open Workgroup Manager by clicking View > Workgroup Manager in the Server Admin menu bar. 42 Chapter 3 Administration Tools Workgroup Manager works closely with a directory domain. Directory domains are like databases, and are geared towards storing account information and handling authentication. Information about using Workgroup Manager appears in several documents:  User Management explains how to use Workgroup Manager for account and preference management. This guide also explains how to how to import and export accounts.  Open Directory Administration describes how to use the Inspector. After opening Workgroup Manager, you can open a Workgroup Manager window by choosing Server > New Workgroup Manager Window. Important: When connecting to a server or authenticating in Workgroup Manager, make sure the capitalization of the name you enter matches the name of a server administrator or domain administrator account. Workgroup Manager Interface The Workgroup Manager interface is shown here, with each element explained in the following table. A B C D E F I G H J Chapter 3 Administration Tools 43 A B C D E F G H I J Server Admin: Click to launch the Server Admin application. Settings Buttons: Click Accounts to view or edit account settings, or click Preferences to view or edit preference settings. Tool Bar: Click the icons to accomplish the various commands. The toolbar is customizable. Directory path: Use to view the directory you are editing. Click the globe icon to select a directory domain. Click the lock to authenticate. Record Type tabs: Use to view records for users, groups, computers, and all records. If the Inspector is enabled, this also contains the Inspector tab. Text filters: Use to enter text to filter record names. Record list display: Use to view all record names for a selected record type. Selection bar: Use to view the number of records found and selected. Main Work Area: Use to work with account, preference, and configuration options. This looks different for each user, group, or preference type. Action zone: Use to save and revert changes, and to make and apply preset configurations to selected records. Customizing the Workgroup Manager Environment There are several ways to tailor the Workgroup Manager environment:  To open Workgroup Manager Preferences, choose Workgroup Manager > Preferences. You can configure options such as if DNS names are resolved, if the Inspector is enabled, if you need to enter a search query to list records, and what the maximum number of displayed records is.  To customize the toolbar, choose View > Customize Toolbar.  To include predefined users and groups in the user and group lists, choose View > Show System Users and Groups.  To open Server Admin, click the Server Admin toolbar button. Directory Directory gives users access to shared information about people, groups, locations, and resources within the organization. They can use Directory to share contacts, set up group services, and manage their own contact information. When users look up information for other people, they'll see more than just contact information. If the person provides a picture, the user will see what he or she looks like. The user can view the person's supervisor and direct reports. The user can see the public groups the person belongs to. The user can also print a map with the person's location pinpointed on it. 44 Chapter 3 Administration Tools Directory takes advantage of several Mac OS X applications. Users can create shared contacts from Address Book entries, click mail addresses to send mail using Mail, or load group web services in Safari. Directory Interface The Directory interface is shown here, with each element explained in the following table. A B C D E F A B C D E F Search field: Use to search record types. Numbers appear to the left of the Record Type buttons to indicate the number of matching records. Record Type buttons: Click to show the type of directory records desired. Results list: Use to view the results of the record search. Record view: USe to view the record selected in the Results list. Add button: Use to add a person, group, location, or resource record. Edit button: Click to edit the selected record. Chapter 3 Administration Tools 45 Directory Utility Directory Utility is the primary application for setting up a Mac OS X computer's connections to Open Directory, Active Directory, and other directory domains, and for defining the computer's search policy and service discovery protocols. The Directory Utility interface is below here with advanced configuration options. Directory Utility is installed on both Mac OS X Server computers and Mac OS X computers in /Applications/Utilities/. For information about how to use Directory Utility, see Open Directory Administration or Directory Utility Help. Server Monitor You use Server Monitor to monitor local or remote Xserve hardware and trigger mail notifications when circumstances warrant attention. Server Monitor provides information about the installed operating system, drives, power supply, enclosure and processor temperature, cooling blowers, security, and network. 46 Chapter 3 Administration Tools The Server Monitor interface is shown below. Server Monitor is installed in /Applications/Server/ when you install your server or set up an administrator computer. To open Server Monitor, click the Server Monitor icon in the Dock or double-click the Server Monitor icon in /Applications/Server/. From within Server Admin, choose View > Server Monitor. To identify the Xserve server to monitor, click Add Server, identify the server, and enter user name and password information for an administrator of the server. To specify how often you want to refresh data, use the "Update every" pop-up menu in the Info pane. To manage different lists of Xserve servers you want to monitor, choose File > Export or File > Import. To consolidate lists into one, choose File > Merge. The system identifier lights on the front and back of an Xserve server light when service is required. Use Server Monitor to understand why the lights are on. You can also turn the lights on to identify a particular Xserve server in a rack of servers by selecting the server and clicking "System identifier light" in the Info pane. To set up Server Monitor to notify you by mail when an Xserve server's status changes, click Edit Notifications. For each server, you set up the conditions for which you want notification. The mail message can come from Server Monitor or from the server. Server Monitor keeps logs of Server Monitor activity for each Xserve server. To view a log, click Show Log. The log shows, for example, Server Monitor attempts to contact the server and whether a connection was successful. The log also shows server status changes. (The logs don't include system activity on the server.) Chapter 3 Administration Tools 47 For additional information, see Server Monitor Help. System Image Management You can use the following Mac OS X Server applications to set up and manage NetBoot and NetInstall images:  System Image Utility creates Mac OS X disk images. It's installed with Mac OS X Server software in the /Applications/Server/ folder.  Server Admin enables and configures NetBoot service and supporting services. It's installed with Mac OS X Server software in the /Applications/Server/ folder.  PackageMaker creates package files that you use to add software to disk images. Access PackageMaker from Xcode Tools. An installer for Xcode Tools is on the server Install DVD in the Other Installs folder.  Property List Editor edits property lists such as NBImageInfo.plist. Access Property List Editor from Xcode Tools. The System Image Utility interface is shown below. System Imaging and Software Update Administration provides instructions for using all these applications. 48 Chapter 3 Administration Tools Media Streaming Management QuickTime Streaming and Broadcasting Administration provides instructions for administering QuickTime Streaming Server (QTSS) using Server Admin. QuickTime Streaming and Broadcasting Administration also describes QTSS Publisher, an easy-to-use application for managing media and preparing it for streaming or progressive download. Command-Line Tools If you're an administrator who prefers to work in a command-line environment, you can do so with Mac OS X Server. From the Terminal application in Mac OS X, you can use the built-in UNIX shells (sh, csh, tsh, zsh, bash) to use tools for installing and setting up server software and for configuring and monitoring services. You can also submit commands from a nonMac OS X computer. When managing remote servers, you conduct secure administration by working in a Secure Shell (SSH) session. Command-Line Administration describes Terminal, SSH, server administration commands, and configuration files. Chapter 3 Administration Tools 49 Xgrid Admin You can use Xgrid Admin to monitor local or remote Xgrid controllers, grids, and jobs. You can add controllers and agents to monitor and specify agents that have not yet joined a grid. You also use Xgrid Admin to pause, stop, or restart jobs. The System Image Utility interface is shown here. Xgrid Admin is installed in /Applications/Server/ when you install your server or set up an administrator computer. To open Xgrid Admin, double-click the Xgrid Admin icon in /Applications/Server/. For additional information, see Xgrid Admin help. 50 Chapter 3 Administration Tools