CIFS/SMB Server Configuration workflow

The CIFS/SMB Server Configuration workflow enables you to set up the SMB/CIFS service on an SVM, in preparation for configuring SMB client access to files contained on the SVM.

The following sections provide details about the workflow and how to execute the workflow:

Prerequisites for executing the workflow
What happens when you execute the workflow
Executing the workflow

Prerequisites for executing the CIFS/SMB Server Configuration workflow

You must ensure that certain requirements are met before executing the CIFS/SMB Server Configuration workflow. You must be a cluster administrator for executing this workflow.

Your system must be running clustered Data ONTAP.
Note: This workflow is qualified to work with Data ONTAP 8.2.1 and later.
OnCommand Workflow Automation (WFA) 3.0 must be installed.
You must have added any version of OnCommand Unified Manager from 6.1 through 9.5 or Active IQ Unified Manager 9.6 or later as a data source in WFA and obtained the latest Unified Manager data.
CIFS license must be enabled.
The cluster must already be created and the cluster time must be synchronized with an NTP server.
Name mapping between Windows and UNIX users must be configured and validated.
You must have added the WFA credentials for the Active Directory (AD) domain from the Credentials window.
For the AD domain, you must provide the following input parameters:

Input parameters Values

Match Exact

Type Other

Name/IP FQDN name

User name Domain administrator name

Password Domain administrator password

Input parameters	Values
Match	Exact
Type	Other
Name/IP	FQDN name
User name	Domain administrator name
Password	Domain administrator password

What happens when you execute the CIFS/SMB Server Configuration workflow

The CIFS/SMB Server Configuration workflow enables you to create an aggregate and an SVM, configure CIFS service on the SVM, and create a logical interface.

The following illustration displays the tasks involved in executing the workflow:

Image displays tasks performed in the CIFS/SMB Server Configuration workflow.

Executing the CIFS/SMB Server Configuration workflow

The CIFS/SMB Server Configuration workflow enables you to create an aggregate and an SVM, configure CIFS service on the SVM, and then create a data LIF.

Before you begin

You must have reviewed the requirements for executing the workflow.

About this task

You should have the following input parameters available for executing the workflow:

Cluster name
If you want to create a new aggregate:
- Node name
- Aggregate name
- Number of disks to create the aggregate
- Aggregate RAID type
SVM details:
- SVM name
- Language
- IPspace name
- Domain names
- Domain servers
CIFS details:
- CIFS server name
- CIFS domain name
Data LIF details:
- LIF name
- LIF address
- Home port
- Network mask address
- Route gateway
- Failover group

Steps

Log in to WFA by providing the necessary credentials.
Click Portal > Setup > CIFS/SMB Server Configuration.
Tip: You can use the filter () to locate the workflow.
Click the Execute icon ().
The Execute Workflow 'CIFS/SMB Server Configuration' dialog box is displayed.
Select the cluster name.

Provide the aggregate details:

If you are...	Do this…
Using an existing aggregate	Select an appropriate aggregate from the drop-down list.
Creating a new aggregate	Enter the following values: Node name Aggregate name RAID type Disk count

If you are...

Do this…

Using an existing aggregate

Select an appropriate aggregate from the drop-down list.

Creating a new aggregate

Enter the following values:

Node name
Aggregate name
RAID type
Disk count

Create a new SVM by providing details such as the SVM name, language, IPspace name, domain names, and domain servers.
Note: The IPspace name is valid only for clusters running Data ONTAP 8.3 and later.
Provide the CIFS details such as the CIFS server name and domain name.
Provide the data LIF details such as the LIF name, address, home port, network mask address, route gateway, and failover group.
Optional: Click Preview to validate your workflow before executing it.
Click Execute.
You can also schedule the workflow for execution at a later date and time by selecting the Choose Date and Time for Execution check box.

After you finish

You must create a data volume and provide access to the Windows clients by executing the SMB File Access Workflow.