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Every effort has been made to ensure that the
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034-2529/02-06-04
1
Contents
Preface15How to Use This Guide
16
Getting Help for Everyday Management Tasks
16
Related Documents
17
Where to Find More Information About User Management
17
17
If You’re New to Server and Network Management
If You’re an Experienced Server Administrator
Chapter119User Management Overview
19
Tools for User Management
19
21
22
22
23
24
24
25
25
26
26
27
28
29
30
Workgroup Manager
Server Admin
Macintosh Manager
NetBoot
Network Install
Accounts
Administrator Accounts
Users and Managed Users
Guest Users
Groups, Primary Groups, and Workgroups
Computer Lists
The User Experience
Authentication
Identity Validation
Information Access Control
Chapter231Getting Started With User Management
31
Setup Overview
37
Planning Strategies for User Management
37
37
38
38
38
Analyzing Your Environment
Identifying Directory Services Requirements
Using Client Management
Using Mobile Accounts
Devising a Home Directory Strategy
3
39
39
40
40
41
42
42
43
43
43
44
44
45
45
45
45
46
46
46
46
Identifying Groups
Determining Administrator Requirements
Using Workgroup Manager
Opening and Authenticating in Workgroup Manager
Major Workgroup Manager Tasks
Listing and Finding Accounts
Working With Account Lists in Workgroup Manager
Listing Accounts in the Local Directory Domain
Listing Accounts in Search Path Directory Domains
Listing Accounts in Available Directory Domains
Refreshing Account Lists
Finding Specific Accounts in a List
Sorting User and Group Lists
Shortcuts for Working With Accounts
Batch Editing
Using Presets
Importing and Exporting Account Information
Backing Up and Restoring User Management Data
Backing Up and Restoring Files
Backing Up Root and Administrator User Accounts
Chapter347User Management for Mobile Clients
47
Setting Up Mobile Clients
47
48
48
49
49
49
50
50
51
51
52
Configuring Portable Computers
Using Mobile Accounts
Creating a Mobile Account
Deleting a Mobile Account
The User Experience for Mobile Accounts
Managing Mobile Clients
Unknown Mac OS X Portable Computers
Mac OS X Portable Computers With Multiple Local Users
Mac OS X Portable Computers With One Primary Local User
Managing Mac OS 9 Portable Computers
Using Wireless Services
Chapter453Setting Up User Accounts
53
About User Accounts
53
54
54
55
55
56
4
Where User Accounts Are Stored
Predefined User Accounts
Administering User Accounts
Creating Mac OS X Server User Accounts
Creating Read-Write LDAPv3 User Accounts
Editing User Account Information
Contents
56
57
Editing Multiple Users Simultaneously
Modifying Accounts in an Open Directory Master When You’re a Domain
Administrator But Not a Server Administrator
57
58
58
58
59
59
59
60
60
60
61
61
62
63
63
64
65
66
66
67
67
68
68
69
69
70
70
71
71
72
72
73
73
73
73
74
75
75
75
Working With Read-Only User Accounts
Defining a Guest User
Deleting a User Account
Disabling a User Account
Working With Presets for User Accounts
Creating a Preset for User Accounts
Using Presets to Create New Accounts
Renaming Presets
Changing Presets
Deleting a Preset
Working With Basic Settings for Users
Defining Long User Names
Defining Short User Names
Choosing Stable Short Names
Avoiding Duplicate Names
Avoiding Duplicate Short Names
Defining User IDs
Defining Passwords
Setting Password Options for Imported Users
Assigning Administrator Rights for a Server
Assigning Administrator Rights for a Directory Domain
Working With Advanced Settings for Users
Defining Login Settings
Defining a Password Type
Creating a Master List of Keywords
Applying Keywords to User Accounts
Editing Comments
Working With Group Settings for Users
Defining a User’s Primary Group
Adding a User to Groups
Removing a User From a Group
Reviewing a User’s Group Memberships
Working With Home Settings for Users
Working With Mail Settings for Users
Disabling a User’s Mail Service
Enabling Mail Service Account Options
Forwarding a User’s Mail
Working With Print Settings for Users
Disabling a User’s Access to Print Queues Enforcing Quotas
76Enabling a User’s Access to Print Queues Enforcing Quotas
Contents
5
77Deleting a User’s Print Quota for a Specific Queue
77Resetting a User’s Print Quota
78Choosing Settings for Windows Users
Chapter579Setting Up Group Accounts
79About Group Accounts
79Administering Group Accounts
79Where Group Accounts Are Stored
79Predefined Group Accounts
81Creating Mac OS X Server Group Accounts
81Creating Read-Write LDAPv3 Group Accounts
82Creating a Preset for Group Accounts
82Editing Group Account Information
83Working With Read-Only Group Accounts
83Working With Member Settings for Groups
83Adding Users to a Group
84Removing Users From a Group
85Naming a Group
86Defining a Group ID
86Working With Group Folder Settings
87Specifying No Group Folder
87Creating a Group Folder in an Existing Share Point
88Creating a Group Folder in a New Share Point
90Creating a Group Folder in a Subfolder of an Existing Share Point
91Designating a Group Folder for Use by Multiple Groups
92Deleting a Group Account
Chapter693Setting Up Computer Lists
93About Computer Lists
94Creating a Computer List
95Creating a Preset for Computer Lists
95Using a Computer List Preset
96Adding Computers to an Existing Computer List
96Changing Information About a Computer
97Moving a Computer to a Different Computer List
97Deleting Computers From a Computer List
98Deleting a Computer List
98Searching for Computer Lists
99Managing Guest Computers
10 0Working With Access Settings
10 0Restricting Access to Computers
10 0Making Computers Available to All Users
101Using Local User Accounts
6Contents
Chapter7103Setting Up Home Directories
10 3About Home Directories
10 4Distributing Home Directories Across Multiple Servers
10 5Specifying No Home Directory
10 5Creating a Home Directory for a Local User
10 7Creating a Network Home Directory
10 8Creating a Custom Home Directory
11 0Setting Up an Automountable AFP Share Point for Home Directories
111Setting Up an Automountable NFS Share Point for Home Directories
113Setting Disk Quotas
113Defining Default Home Directories by Using Presets
113Moving Home Directories
11 4Deleting Home Directories
Chapter8115Client Management Overview
11 6Using Network-Visible Resources
117Defining Preferences
11 8The Power of Preferences
11 8Levels of Control
121Degrees of Permanence
121Designing the Login Experience
12 3Caching Preferences
12 4Helping Users Find Applications
12 4Helping Users Find Group Folders
12 5Installing and Booting Over the Network
12 6Day-to-Day Client Administration
Chapter9127Managing Preferences
12 7How Workgroup Manager Works With Mac OS X Preferences
12 8Managing Preferences
12 8About the Preferences Cache
12 9Updating the Managed Preferences Cache at Intervals
12 9Updating the Preference Cache Manually
13 0Managing User Preferences
13 0Managing Group Preferences
131Managing Computer Preferences
131Editing Preferences for Multiple Records
13 2Disabling Management for Specific Preferences
13 2Managing Access to Applications
13 2Creating a List of Applications Users Can Open
13 3Preventing Users From Opening Applications on Local Volumes
13 4Managing Access to Helper Applications
13 4Controlling the Operation of UNIX Tools
Contents7
13 5Managing Classic Preferences
13 5Selecting Classic Startup Options
13 6Choosing a Classic System Folder
13 7Allowing Special Actions During Restart
13 7Controlling Access to Classic Apple Menu Items
13 8Adjusting Classic Sleep Settings
13 9Maintaining Consistent User Preferences for Classic
14 0Managing Dock Preferences
14 0Controlling the User’s Dock
141Providing Easy Access to Group Folders
141Adding Items to a User’s Dock
14 2Preventing Users From Adding or Deleting Items in the Dock
14 3Managing Energy Saver Preferences
14 3Using Sleep and Wake Settings for Desktop Computers
14 4Working With Energy Saver Settings for Portable Computers
14 5Displaying Battery Status for Users
14 6Scheduling Automatic Startup, Shutdown, or Sleep
14 7Managing Finder Preferences
14 7Setting Up Simple Finder
14 8Keeping Disks and Servers From Appearing on the User’s Desktop
14 8Controlling the Behavior of Finder Windows
14 9Hiding the Alert Message When a User Empties the Trash
14 9Making Filename Extensions Visible
15 0Controlling User Access to Remote Servers
15 0Controlling User Access to an iDisk
15 0Preventing Users From Ejecting Disks
151Hiding the Burn Disc Command in the Finder
151Controlling User Access to Folders
15 2Removing Restart and Shut Down From the Apple Menu
15 2Adjusting the Appearance and Arrangement of Desktop Items
15 3Adjusting the Appearance of Finder Window Contents
15 4Managing Internet Preferences
15 4Setting Email Preferences
15 4Setting Web Browser Preferences
15 5Managing Login Preferences
15 5Specifying How a User Logs In
15 6Opening Items Automatically After a User Logs In
157Providing Access to a User’s Network Home Directory
15 8Providing Easy Access to the Group Share Point
15 9Preventing Restarting or Shutting Down the Computer at Login
15 9Using Hints to Help Users Remember Passwords
160Allowing Simultaneous Multiple Users on a Client Computer
160Enabling Automatic Logout for Idle Users
8Contents
161Managing Media Access Preferences
161Controlling Access to CDs, DVDs, and Recordable Discs
162Controlling Access to Hard Drives and Disks
162Ejecting Items Automatically When a User Logs Out
163Managing Mobile Accounts Preferences
163Managing Printing Preferences
163Making Printers Available to Users
164Preventing Users From Modifying the Printer List
164Restricting Access to Printers Connected to a Computer
165Setting a Default Printer
165Restricting Access to Printers
166Managing Access to System Preferences
167Managing Universal Access Preferences
167Adjusting the User’s Display Settings
168Setting a Visual Alert
168Adjusting Keyboard Responsiveness
169Adjusting Mouse and Pointer Responsiveness
17 0Enabling Universal Access Shortcuts
171Allowing Devices for Users With Special Needs
Chapter10173Using Macintosh Manager for Mac OS 9
17 3About Macintosh Manager
174The User Experience
17 6Before You Begin
17 9Using Update Packages
17 9Choosing a Language for Macintosh Manager Servers and Clients
17 9Changing the Apple File Service Language Script
18 0Inside Macintosh Manager
18 0Macintosh Manager Security
18 0About the Macintosh Manager Share Point
181Using Special Characters in Share-Point Names
181The Multi-User Items Folder
18 2How Macintosh Manager Works With Open Directory
18 4How Macintosh Manager Works With Home Directories
18 4How Macintosh Manager Works With Preferences
185Using NetBoot With Macintosh Manager
18 6Setting Up Mac OS 9 Managed Clients
187Logging In to Macintosh Manager as an Administrator
187Working With Macintosh Manager Preferences
18 8Importing User Accounts
18 8Applying User Settings With a Template
18 9Importing All Users
18 9Importing One or More Users
Contents9
18 9Collecting User Information in a Text File
19 0Importing a List of Users From a Text File
19 0Finding Specific Imported Users
191Providing Quick Access to Unimported Users
19 2Providing Access to Unimported Mac OS X Server Users
19 2Setting Up a Guest User Account
19 3Designating Administrators
19 4Creating a Macintosh Manager Administrator
19 4Creating a Workgroup Administrator
19 5Changing Your Macintosh Manager Administrator Password
19 5Working With User Settings
19 5Changing Basic User Settings
19 5Allowing Multiple Logins for Users
19 6Granting a User System Access
19 6Changing Advanced Settings
19 6Limiting a User’s Disk Storage Space
19 7Updating User Information From Mac OS X Server
19 7Setting Up Workgroups
19 8Types of Workgroup Environments
19 8Creating a Workgroup
19 9Using a Template to Apply Workgroup Settings
19 9Creating Workgroups From an Existing Workgroup
19 9Modifying an Existing Workgroup
200Using Items Settings
200Setting Up Shortcuts to Items for Finder Workgroups
201Making Items Available to Panels or Restricted Finder Workgroups
202Making Items Available to Individual Users
202Using Privileges Settings
202Protecting the System Folder and Applications Folder
202Protecting the User’s Desktop
202Preventing Applications From Altering Files
203Preventing Access to FireWire Disks
203Allowing Users to Play Audio CDs
203Allowing Users to Take Screen Shots
204Allowing Users to Open Applications From a Disk
204Setting Access Privileges for Removable Media
204Setting Access Privileges for Menu Items
205Sharing Information in Macintosh Manager
206Selecting Privileges for Workgroup Folders
206Setting Up a Shared Workgroup Folder
206Setting Up a Hand-In Folder
207Using Volumes Settings
207Connecting to AFP Servers
10Contents
207Providing Access to Server Volumes
208Using Printers Settings
208Making Printers Available to Workgroups
209Setting a Default Printer
209Restricting Access to Printers
210Setting Print Quotas
210Allowing Users to Exceed Print Quotas
210Setting Up a System Access Printer
211Using Options Settings
211Choosing a Location for Storing Group Documents
212Making Items Open at Startup
213Checking for Email When Users Log In
213Creating Login Messages for Workgroups
213Setting Up Computer Lists
213Creating Computer Lists
214Setting Up the All Other Computers Account
214Duplicating a Computer List
214Creating a Computer List Template
215Disabling Login for Computers
215Using Workgroup Settings for Computers
215Controlling Access to Computers
216Using Control Settings
216Disconnecting Computers Automatically to Minimize Network Traffic
216Setting the Computer Clock Using the Server Clock
217Using a Specific Hard Disk Name
217Creating Email Addresses for Managed Users
218Using Security Settings for Computers
218Keeping Computers Secure If a User Forgets to Log Out
218Allowing Access to All CDs and DVDs
219Allowing Access to Specific CDs or DVDs
219Choosing Computer Security Settings for Applications
219Allowing Specific Applications to Be Opened by Other Applications
220Allowing Users to Work Offline
220Switching to a Different Macintosh Manager Server
221Allowing Users to Force-Quit Applications
221Allowing Users to Disable Extensions
222Using Computer Login Settings
222Choosing How Users Log In
222Creating Login Messages for Computers
222Customizing Panel Names
223Managing Portable Computers
223Portable Computers With Network Users
223Portable Computers With Local Users
Contents11
223Letting Users Check Out Computers
224Using Wireless Services
224Using Global Security Settings
224Using Macintosh Manager Reports
225Setting the Number of Items in a Report
225Keeping the Administration Program Secure
225Verifying Login Information Using Kerberos
226Managing User Passwords
226Allowing Administrators to Access User Accounts
226Using Global CD-ROM Settings
227Managing Preferences
227Using Initial Preferences
228Using Forced Preferences
229Sharing Mac OS 9 Application Preferences in the Classic Environment
230Where to Find More Information
Chapter11231Solving Problems
231Online Help and the Apple Knowledge Base
231Solving Account Problems
231You Can’t Modify an Account Using Workgroup Manager
231You Can’t See Certain Users in the Login Window
232You Can’t Unlock an LDAP Directory
232You Can’t Modify a User’s Open Directory Password
232You Can‘t Change a User’s Password Type to Open Directory
232You Can’t Assign Server Administrator Privileges
233Users Can’t Log In or Authenticate
234Users Relying on a Password Server Can’t Log In
234Users Can’t Log In With Accounts in a Shared Directory Domain
234Users Can’t Access Their Home Directories
234Users Can’t Change Their Passwords
235A Mac OS X User in Shared NetInfo Domain Can’t Log In
235Users Can’t Authenticate Using Single Signon or Kerberos
236Solving Preference Management Problems
236You Can’t Enforce Default Web Settings
236You Can’t Enforce Default Mail Settings
236Users Don’t See a List of Workgroups at Login
237Users Can’t Open Files
237Users Can’t Add Printers to a Printer List
237Login Items Added by a User Don’t Open
237Items Placed in the Dock by a User are Missing
238A User’s Dock Has Duplicate Items
238Users See a Question Mark in the Dock
238Users See a Message About an Unexpected Error
12Contents
239Solving Macintosh Manager Problems
239I’ve Forgotten My Administrator Password
239Administrators Can’t Get to the Finder After Logging In
239Generic Icons Appear in the Items Pane
239Selecting “Local User” in the Multiple Users Control Panel Doesn’t Work
239Some Printers Don’t Appear in the Available Printers List
240Users Can’t Log In to the Macintosh Manager Server
240Users Can’t Log In as “Guest” on Japanese-Language Computers
240A Client Computer Can’t Connect to the Server
240The Server Doesn’t Appear in the AppleTalk List
240The User’s Computer Freezes
240Users Can’t Access Their Home Directories
241Users Can’t Access Shared Files
241Shared Workgroup Documents Don’t Appear in a Panels Environment
241Applications Don’t Work Properly or Don’t Open
241Users Can’t Drag and Drop Between Applications
241Users Can’t Open Files From a Web Page
242Sometimes the Right Application Doesn’t Open for Users
Appendix243Importing and Exporting Account Information
243Understanding What You Can Import
243Importing and Exporting Information for Macintosh Manager
244Using Workgroup Manager to Import Users and Groups
245Using Workgroup Manager to Export Users and Groups
245Using dsimport to Import Users and Groups
245Using XML Files Created With Mac OS X Server 10.1 or Earlier
246Using XML Files Created With AppleShare IP 6.3
247Using Character-Delimited Files
247Writing a Record Description
Glossary251
Index261
Contents13
How to Use This Guide
This guide tells you how to use Workgroup Manager and
Macintosh Manager to set up and manage home
directories, accounts, preferences, and settings for clients.
This guide is organized as follows:
• Chapter 1, “User Management Overview,” highlights important concepts, introduces
the user management tools, and tells you where to find additional information about
user management and related topics.
• Chapter 2, “Getting Started With User Management,” describes how to use features
and shortcuts to maximize efficiency when setting up and maintaining accounts and
managed preferences.
• Chapter 3, “User Management for Mobile Clients,” discusses considerations for
managing portable computers.
• Chapters 4, 5, 6 tell you how to use Workgroup Manager to set up users, groups, and
computer lists.
• Chapter 7, “Setting Up Home Directories,” covers creating home directories.
home directory maintenance, preference management, or client setup and also helps
you solve problems encountered by managed clients.
• Appendix, “Importing and Exporting Account Information,” provides information you’ll
need when you want to transfer account information to or from an external file.
• The Glossary defines terms you’ll encounter as you read this guide.
Preface
15
Getting Help for Everyday Management Tasks
If you want to work with accounts, change preference settings, set up new home
directories, or do any other day-to-day administration task, you can find step-by-step
procedures by using the onscreen help available with Workgroup Manager and
Macintosh Manager. While all the administration tasks are also documented in this
guide, sometimes it’s more convenient to retrieve information via onscreen help while
using your server.
Related Documents
This guide refers to other texts in the server administration suite of documents. Titles of
documentation that may be of particular interest in relation to user management are
listed in the table below. You can find most of these texts on your Mac OS X Server
software CD. Alternatively, you can download the documents from the Mac OS X Server
website: www.apple.com/server/documentation.
Mac OS X Server DocumentsContent
Mac OS X Server Command-Line
Administration For Version 10.3
or Later
Mac OS X Server Getting Started
For Version 10.3 or Later
Mac OS X Server File Services
Administration For Version 10.3
or Later
Mac OS X Server Mail Service
Administration For Version 10.3
or Later
Mac OS X Server Migration to
Version 10.3 or Later
Mac OS X Server Network
Services Administration For
Version 10.3 or Later
Mac OS X Server Open Directory
Administration For Version 10.3
or Later
Mac OS X Server System Image
Administration For Version 10.3
or Later
Mac OS X Server Print Service
Administration For Version 10.3
or Later
Mac OS X Server QuickTime
Streaming Server Administration
For Version 10.3 or Later
How to use a command-line interface to work with Mac OS X
Server
An overview of features and services provided in Mac OS X Server
How to set up sharing and other file services to allow data storage,
data retrieval, and collaboration
How to set up and administer mail service for users
Advice for transferring data and updating clients to use Mac OS X
Server and related applications, such as Macintosh Manager
Information about setting up and using services such as DHCP
How to set up and maintain integrated directory services
How to create and distribute system images and resource packages
using tools such as NetBoot and Network Install
How to set up and maintain network print services
Information about providing access to audio and visual media in
real time
16Preface How to Use This Guide
Mac OS X Server DocumentsContent
Mac OS X Server Web
Technologies Administration For
Version 10.3 or Later
Mac OS X Server Windows
Services Administration For
Version 10.3 or Later
How to configure, serve, and monitor web sites using Mac OS X
Server
How to integrate Windows machines into your network
Where to Find More Information About User
Management
Regardless of your server administration experience, you may want to take advantage
of the wide range of Apple customer training courses. To learn more, go to
train.apple.com.
If You’re New to Server and Network Management
To learn more about Mac OS X Server, see the website:
www.apple.com/macosx/server/.
Online discussion groups can put you in touch with your peers. Many of the problems
you encounter may have already been solved by other server administrators. To find
the lists available through Apple, see the following site: www.lists.apple.com.
The AppleCare support site’s discussion boards are an additional source of
information: www.info.apple.com/.
Consider obtaining some of the following reference materials. They contain
background information, explanations of basic concepts, and ideas for getting the
most out of your network.
• Teach Yourself Networking Visually, by Paul Whitehead and Ruth Maran (IDG Books
Worldwide, 1998).
• Internet and Intranet Engineering, by Daniel Minoli (McGraw-Hill, 1997).
If You’re an Experienced Server Administrator
If you’re already familiar with network administration and you’ve used, Linux, UNIX, or a
similar operating system, you may find these additional references useful.
• You can obtain a variety of relevant books from O’Reilly & Associates See the O’Reilly
& Associates website: www.ora.com.
• For detailed information about Apache, go to: www.apache.org/.
Preface How to Use This Guide17
1User Management Overview
1
This chapter introduces important user management
concepts and describes the applications you’ll use to
manage accounts and privileges.
User management encompasses everything from setting up accounts for network
access and creating home directories, to fine-tuning the user experience by managing
preferences and settings for users, groups, and computers. Mac OS X Server provides
tools for accomplishing all these tasks.
Tools for User Management
Primary user management tools and applications in Mac OS X Server include
Workgroup Manager, Server Admin, NetBoot, and Network Install.
Workgroup Manager
Workgroup Manager is a powerful tool that delivers a range of features for
comprehensive management of Macintosh clients. You can use Workgroup Manager
directly from the server, or you can install Workgroup Manager independently of the
Mac OS X Server software on a non-server client computer.
Workgroup Manager provides network administrators with a centralized method of
managing Mac OS X workstations, controlling access to software and removable media,
and providing a consistent, personalized experience for users at different levels,
whether they’re beginners in a classroom or advanced users in an office. Mac OS X
Server saves user documents and preferences in a home directory, so your users can
access their files from any Mac on your network. Using Workgroup Manager, you can
create user accounts and then set up groups to provide convenient and efficient access
to resources. You can also use account settings and managed preferences to allow
more or less flexibility to suit the level of administrative control you need.
19
When Workgroup Manager is used in conjunction with other Mac OS X Server services,
you can:
• Connect users to one another, using services such as mail and file sharing.
• Share system resources, such as printers and computers, maximizing their availability
as users move about and making sure that disk space and printer usage remain
equitably shared.
• Host Internet services, such as websites and streaming video.
• Customize working environments, such as desktop resources and personal files, of
network users.
Preference Management
You can use Mac OS X Server’s Workgroup Manager application to tailor the work
environments of Mac OS X clients. Preferences you define for individual users, groups of
users, and computers provide your Macintosh users with a consistent desktop,
application, and network appearance regardless of the Macintosh computer to which
they log in. Any preferences you define for a Mac OS X user are stored in the user’s
account.
To manage Mac OS 9 clients, you use Macintosh Manager, described in Chapter 10,
“Using Macintosh Manager for Mac OS 9.” Preferences you define for Mac OS 9 users
are stored using Macintosh Manager.
To learn more about client management tools and concepts, read Chapter 8, “Client
Management Overview.”
Home Directories
A home directory is a folder where a user’s files and preferences are stored. Other users
can see a user’s home directory and read files in its Public folder, but they can’t (by
default) access anything else in that directory.
When you create a user in a directory domain on the network, you specify the location
of the user’s home directory on the network, and the location is stored in the user
account and used by various services, including the login window and Mac OS X
managed user services. Here are several examples of activities that use the location of
the home directory:
• A user’s home directory appears when the user clicks Home in a Finder window or
chooses Home from the Finder’s Go menu.
• Home directories that are set up for mounting automatically in a network location,
such as /Network/Servers, appear in the Finder on the computer where the user
logs in.
• System preferences and managed user settings for Mac OS X users are retrieved from
their home directories and used to set up their working environments when they
log in.
20Chapter 1 User Management Overview
You can set up a mobile account so that it has a local home directory on each client as
well as a network home directory. That way a user can work offline and, when
connected to the network, manually synchronize documents by copying them from
the client to the network home directory. For more information about mobile accounts,
see Chapter 3, “User Management for Mobile Clients.”
Mail Settings
You can create a Mac OS X Server mail service account for a user by setting up mail
settings in the user’s account. To use the mail account, the user simply configures a
mail client using the mail settings you specify.
Mail account settings let you control a user’s access to mail services running on a
particular Mac OS X Server. For mail accounts residing on servers using versions of
Mac OS X earlier than 10.3, you can also manage account characteristics such as how to
handle automatic message arrival notification.
For details on settings for Mac OS X mail service, see the mail service administration
guide.
Resource Usage
Disk, print, and mail quotas can be stored in a user account.
Mail and disk quotas limit the number of megabytes available for a user’s mail or files.
Print quotas limit the number of pages a user can print using Mac OS X Server print
services. Print quotas also can be used to disable a user’s print service access
altogether. User print settings work in conjunction with print server settings, which are
explained in the print service administration guide.
Server Admin
The Server Admin application provides access to various tools and services that play a
role in user management. Once you have installed the Mac OS X Server software, set up
directory services, and established your network, you can start creating and managing
accounts using Workgroup Manager. After setting up accounts and home directories,
you can use Server Admin to set up additional services to provide mail service, host
websites, share printers, or allow users to share folders and files.
Chapter 1 User Management Overview21
For more information about using Server Admin tools, refer to the documents listed in
the table below.
If you want toRead aboutIn this document
Assign access privileges to
folders and files within a share
point
Share printers among usersPrint serviceMac OS X Server Print Service
Set up websites or WebDAV
support on the server
Provide email service for usersMail serviceMac OS X Server Mail Service
Broadcast multimedia in real
time from the server
Provide identical operating
system and applications folders
for client computers
Install applications across a
network
Share information among
multiple Mac OS X Servers or
Mac OS X Computers
File sharingMac OS X Server File Services
Administration For Version 10.3
or Later
Administration For Version 10.3
or Later
Web serviceMac OS X Server Web
Technologies Administration For
Version 10.3 or Later
Administration For Version 10.3
or Later
QuickTime Streaming ServiceMac OS X Server Quicktime
Streaming Server Administration
For Version 10.3 or Later
NetBootMac OS X Server System Image
Administration For Version 10.3
or Later
Network InstallMac OS X Server System Image
Administration For Version 10.3
or Later
Directory servicesMac OS X Server Open Directory
Administration For Version 10.3
or Later
Macintosh Manager
To manage Mac OS 9 client computers, you use Macintosh Manager, which you can use
remotely from a Mac OS 9 or X computer.
For more information, see Chapter 10, “Using Macintosh Manager for Mac OS 9.”
NetBoot
With NetBoot, Mac OS 9 and X computers can start up from a network-based system
disk image, providing quick and easy configuration of department, classroom, and
individual systems as well as web and application servers throughout a network. When
you update NetBoot images, all computers using NetBoot have instant access to the
new configuration.
Macintosh clients can boot from a system disk image located on Mac OS X Server
instead of from the client computer’s disk drive. You can set up multiple NetBoot disk
images, so you can boot clients into Mac OS 9 or X or even set up customized
Macintosh environments for different groups of clients.
22Chapter 1 User Management Overview
NetBoot can simplify the administration and reduce the support normally associated
with large-scale deployments of network-based Macintosh systems. NetBoot is ideal for
an organization with a number of client computers that need to be identically
configured. For example, NetBoot can be a powerful solution for a data center that
needs multiple identically configured web and application servers.
With NetBoot, administrators can configure and update client computers instantly by
simply updating a boot image stored on the server. Each image contains the operating
system and application folders for all clients on the server. Any changes made on the
server are automatically reflected on the clients when they reboot. Systems that are
compromised or otherwise altered can be instantly restored by rebooting.
You use several other applications to administer NetBoot:
• NetBoot Desktop Admin (for modifying Mac OS 9 images)
• Network Image Utility (for creating and modifying Mac OS X images)
• The DHCP/NetBoot module (used to save NetBoot images)
For more information about these tools or about installing an operating system over a
network, read the system image administration guide.
Network Install
Network Install is a centralized network software installation service. It lets you
selectively and automatically install, restore, or upgrade network-based Macintosh
systems anywhere in the organization. You use PackageMaker to create Network Install
packages. Installation images can contain the latest release of Mac OS X, a software
update, site-licensed or custom applications, and configuration scripts.
• Network Install is an excellent solution for operating system migrations, installing
software updates and custom software packages, restoring computer classrooms and
labs, and reimaging desktop and portable computers.
• You can define custom installation images for various departments in an
organization, such as marketing, engineering, and sales.
With Network Install you don’t need to insert multiple CDs to configure a system.
All the installation files and packages reside on the server and are installed on the
client computer at one time. Network Install also includes pre- and post-installation
scripts you can use to invoke actions prior to or after the installation of a software
package or system image.
For more information about using Network Install, read the system image
administration guide.
Chapter 1 User Management Overview23
Accounts
There are three basic kinds of accounts you can set up with Workgroup Manager: user
accounts, group accounts (also called workgroups—two or more users with managed
preferences), and computer lists.
When you define a user’s account, you specify the information needed to prove the
user’s identity: user name, password, and user identification number (user ID). Other
information in a user’s account is needed by various services—to determine what the
user is authorized to do and perhaps to personalize the user’s environment. Mac OS X
Server uses several different kinds of users and groups. Most of these are userdefined—user and group accounts that you create. There are also some predefined
user and group accounts, which are reserved for use by Mac OS X.
Administrator Accounts
Users with server or directory domain administration privileges are known as
administrators. Administrators are always members of the predefined “admin” group.
A user’s administrator privileges are stored in the user’s account. Administrator
privileges determine the extent to which the user can view information about or
change the settings of a particular Mac OS X Server or a particular directory domain
residing on Mac OS X Server.
Server Administration
Server administration privileges control the powers a user has when logged in to a
particular Mac OS X Server. For example:
• A server administrator can use Server Admin and can make changes to a server’s
search policy using Directory Access.
• A server administrator can see all the AFP directories on the server (from a computer
other than the server), not just share points.
When you assign server administration privileges to a user, the user is added to the
group named “admin” in the local directory domain of the server. Many Mac OS X
applications—such as Server Admin, Directory Access, and System Preferences—use
the admin group to determine whether a particular user can perform certain activities
with the application.
Local Mac OS X Computer Administration
Any user who belongs to the group “admin” in the local directory domain of any
Mac OS X computer has administrator rights on that computer.
24Chapter 1 User Management Overview
Directory Domain Administration
You can allow certain users to manage specific accounts. For example, you may want to
make a network administrator the server administrator for all your classroom servers,
but give individual teachers the privileges to manage student accounts in particular
directory domains. Any user who has a user account in a directory domain can be
made a directory domain administrator (an administrator of that domain).
You can control the extent to which a directory domain administrator can change
account data stored in a domain. For example, you may want to set up directory
domain privileges so your network administrator can add and remove user accounts,
but other users can change the information for particular users. Or you may want
different users to be able to manage different groups.
When you assign directory domain administration privileges to a user, the user is
added to the admin group of the server on which the directory domain resides.
Users and Managed Users
Depending on how you have your server and your user accounts set up, users can
log in using Mac OS 9 and Mac OS X computers, Windows computers, or UNIX
computers—stationary or portable—and be supported by Mac OS X Server in their
work.
Most users have an individual account that is used to authenticate them and control
their access to services. When you want to personalize a user’s environment, you define
user, group, or computer preferences for the user. The term managed client or managed user designates a user who has administrator-controlled preferences associated with his
or her account. Managed client is also used to refer to computer lists that have
preferences defined for them.
When a managed user logs in, the preferences that take effect are a combination of the
user’s preferences and preferences set up for any workgroup or computer list he or she
belongs to. See Chapter 9, “Managing Preferences,” and Chapter 10, “Using Macintosh
Manager for Mac OS 9,” for managed user information.
Guest Users
You may want to provide services for individuals who are anonymous—that is, they
can’t be authenticated because they don’t have a valid user name or password. These
users are known as guest users.
With some services, such as AFP, you can specify whether to let guest users access files.
If you enable guest access, users who connect anonymously are restricted to files and
folders with privileges set to Everyone. The guest user account is used when no
matching user record is found during authentication.
Chapter 1 User Management Overview25
Another kind of guest user is a managed user that you can define to allow easy setup
of public computers or kiosk computers that use Mac OS 9. See Chapter 10, “Using
Macintosh Manager for Mac OS 9,” for more about these kinds of users.
Groups, Primary Groups, and Workgroups
A group is simply a collection of users who have similar needs. For example, you can
add all English teachers to one group and give the group access privileges to certain
files or folders on a volume.
Groups simplify the administration of shared resources. Instead of granting access to
various resources to each individual who needs them, you can add the users to a group
and then grant access to everyone in the group at the same time.
Information in group accounts is used to help control user access to directories and
files. See “Directory and File Access by Other Users” on page 30 for a description of how
this works.
Group Folders
When you define a group, you can also specify a folder for storing files you want group
members to share. The location of the folder is stored in the group account.
You can grant administration privileges for a group folder to a user. A group folder
administrator has owner privileges for the group folder and can change group folder
attributes in the Finder.
Workgroups
When you define preferences for a group it is known as a workgroup. A workgroup
provides you with a way to manage the working environment of group members.
Any preferences you define for a Mac OS X workgroup are stored in the group account.
Preferences for Mac OS 8 and 9 workgroups are stored using Macintosh Manager. See
Chapter 9, “Managing Preferences,” and Chapter 10, “Using Macintosh Manager for
Mac OS 9,” for a description of workgroup preferences.
Computer Lists
A computer list comprises one or more computers that have the same preference
settings and that are available to particular users and groups. You can create and
modify computer lists in Workgroup Manager.
To learn more about how to set up computer lists for Mac OS X client computers, see
Chapter 6, “Setting Up Computer Lists.” To specify preferences for Mac OS X computer
lists, Chapter 9, “Managing Preferences.” For a description of how to set up computer
lists and specify preferences for Mac OS 9 computers, Chapter 10, “Using Macintosh
Manager for Mac OS 9.”
26Chapter 1 User Management Overview
Guest Computers
Most computers on your network should be in a named computer list. If an unknown
computer (one that isn’t already in a computer list) connects to your network and
attempts to access services, that computer is treated as a guest. Settings chosen for a
Guest Computers list apply to these unknown, or guest, computers.
A Guest Computers lists is automatically created for a server’s local directory domain.
If the server is an Open Directory master or replica, a Guest Computers list is also
created for its LDAP directory domain.
The User Experience
Once you have created an account for a user, the user can access server resources
according to the privileges you have allowed. For most users, the typical flow of events
from login to logout occurs as follows:
• Authentication The user enters a name and password.
• Identity Validation The user name and password are verified by directory services.
• Login The user is granted access to the server and network resources
• Access The user connects to and utilizes approved servers, share points, and
applications.
• Logout The user’s session is terminated.
Details of the user experience may vary depending upon the type of user, the access
privileges allowed, the type of client computer (such as Windows or UNIX) currently in
use, whether or not the user is a member of a group, and whether or not preference
management has been implemented at the user, group, or computer level.
You’ll find information about the Mac OS X user experience in Chapter 8, “Client
Management Overview.” The Mac OS 9 user experience is described in Chapter 10,
“Using Macintosh Manager for Mac OS 9.” Basic information about authentication,
password validation, and information access control is given in the sections that follow.
For more detailed information about these topics, see the Open Directory
administration guide.
Chapter 1 User Management Overview27
Authentication
Before a user can log in to or connect with a Mac OS X computer, he or she must enter
a name and password associated with a user account that the computer can find.
A Mac OS X computer can find user accounts that are stored in a directory domain of
the computer’s search policy.
• A directory domain stores information about users and resources. It is like a database
that a computer is configured to access in order to retrieve configuration
information.
• A search policy is a list of directory domains the computer searches when it needs
configuration information, starting with the local directory domain on the user’s
computer.
The Open Directory administration guide describes the different kinds of directory
domains and tells you how to configure search policies on any Mac OS X computer.
The following picture shows a user logging in to a Mac OS X computer that can locate
the user’s account in a directory domain of its search policy.
Log in to
Mac OS X
Directory domains
in search policy
After login, the user can connect to a remote Mac OS X computer if the user’s account
can be located within the search policy of the remote computer.
Connect to
Mac OS X Server
Directory domains
in search policy
28Chapter 1 User Management Overview
If Mac OS X finds a user account containing the name entered by the user, it attempts
to validate the password associated with the account. If the password can be validated,
the user is authenticated and the login or connection process is completed.
After logging in to a Mac OS X computer, a user has access to all the resources, such as
printers and share points, defined in directory domains of the search policy set up for
the user’s computer. A share point is a hard disk (or hard disk partition), CD-ROM disc,
or folder that contains files you want users to share. Users can access their home
directories by clicking their home folder in a Finder window or choosing Home from
the Finder’s Go menu.
A user doesn’t have to log in to a server to gain access to resources on a network. For
example, when a user connects to a Mac OS X computer, the user can access files he or
she is authorized to access on the computer, although the file system may prompt the
user to enter a user name and password first. When a user accesses a server’s public
resources without logging in to the server, the search policy of the user’s computer is
still in force, not the search policy of the computer the user has connected to.
Identity Validation
When authenticating a user, Mac OS X first locates the user’s account and then uses the
password strategy designated in the user’s account to validate the user’s password.
Open
Directory
Kerberos KDC
Authenti-
cation
Password can be validated
using value stored in user
account or Open Directory
authentication database.
User
account
Password can
also be validated
using another
authentication
authority.
LDAP bind
Open Directory gives you several options for validating a user’s password. For more
details about password validation options, read the Open Directory administration
guide.
Chapter 1 User Management Overview29
Information Access Control
For any directory (folder) or file on a Mac OS X computer, you can specify access
privileges for:
• the file’s owner
• the file’s group
• everyone else
Owner 127 can: Read & Write
MyDoc
Mac OS X uses a particular data item in a user’s account—the user ID—to keep track of
directory and file access privileges.
Directory and File Owner Access
When a directory or file is created, the file system stores the user ID of the user who
created it. When a user with that user ID accesses the directory or file, he or she has
read and write privileges to it by default. In addition, any process started by the creator
has read and write privileges to any files associated with the creator’s user ID.
If you change a user’s user ID, the user may no longer be able to modify or even access
files and directories he or she created. Likewise, if the user logs in as a user whose
user ID is different from the user ID he or she used to create the files and directories,
the user will no longer have owner access privileges for them.
Group 2017 can: Read only
Everyone else can: None
Directory and File Access by Other Users
The user ID, in conjunction with a group ID, is also used to control access by users who
are members of particular groups.
Every user belongs to a primary group. The primary group ID for a user is stored in the
user’s account. When a user accesses a directory or file and the user isn’t the owner, the
file system checks the file’s group privileges.
• If the user’s primary group ID matches the ID of the group associated with the file,
the user inherits group access privileges.
• If the user’s primary group ID doesn’t match the file’s group ID, Mac OS X searches for
the group account that does have access privileges. The group account contains a list
of the short names of users who are members of the group. The file system maps
each short name in the group account to a user ID, and if the user’s ID matches the
user ID of a group member, the user is granted group access privileges for the
directory or file.
30Chapter 1 User Management Overview
2Getting Started With
User Management
2
This chapter provides information to use when first
setting up a user management environment.
The chapter contains planning guidelines as well as tips for using the main user
management tool, Workgroup Manager:
• The chapter starts with a setup overview to acquaint you with the sequence of major
user management setup activities.
• Some planning strategies for user management appear on page 37.
• Basic instructions for using Workgroup Manager start on page 40.
• Instructions for listing and finding accounts in Workgroup Manager start on page 42.
• Some shortcuts for working with accounts are provided starting on page 45.
• Finally, page 46 addresses backing up and restoring user management files.
Setup Overview
This section provides an overview of user management setup tasks, including
instructions for where to find detailed instructions:
• Step 1: Before you begin, do some planning.
• Step 2: Set up the server infrastructure.
• Step 3: Set up an administrator computer.
• Step 3: Set up a home directory share point.
• Step 4: Create user accounts and home directories.
• Step 5: Set up client computers.
• Step 6: Define user account preferences.
• Step 7: Create group accounts and group folders.
• Step 8: Define group account preferences.
• Step 9: Define computer lists and preferences.
• Step 10: Perform ongoing account maintenance.
Step 1: Before you begin, do some planning
Planning for user management includes such tasks as analysis of user needs and
development of a directory services and home directory strategy. See “Planning
Strategies for User Management” on page 37 for some suggestions.
31
Step 2: Set up the server infrastructure
The purpose of this step is to make sure that one or more Mac OS X Servers are set up
for hosting user accounts, group accounts, computer lists, home directories, group
folders, and other shared folders:
If you purchased a new server, Mac OS X Server software is already installed. All you
need to do is perform initial server setup. Turn the computer on and answer the
questions posed by Server Assistant. If you need to install server software, use the
getting started guide to understand system requirements and installation options.
Then use Server Assistant after the server restarts to perform initial server setup.
Server Assistant resides in /Applications/Server/.
Set up the server so that it hosts or provides access to shared directory domains.
Shared directory domains (also called shared directories) contain user, group, and
computer information you want many computers to be able to access. When you set
up shared directories, client computers find it automatically, thanks to a few settings
you make when setting up client computers (see step 6 on page 35). Users whose
accounts reside in a shared directory are referred to as network users.
There are different kinds of shared directories and different ways to work with
information stored in them. You can use Workgroup Manager to add and change
accounts that reside in the LDAP directory of an Open Directory master, a NetInfo
domain, or other read/write directory domain. If you’ll be using LDAPv2, read-only
LDAPv3, BSD configuration files, or other read-only directories, make sure they are
configured to support Mac OS X Server access and that they provide the data you need
for accounts. It may be necessary to add, modify, or reorganize information in a
directory to provide the information in the format needed.
The Open Directory administration guide provides instructions for setting up a shared
directory on Mac OS X Server or configuring access to a shared directory on another
computer. An appendix in the Open Directory administration guide describes account
data formats that Mac OS X expects, information useful when you need to use
directories that don’t reside on Mac OS X Server computers.
If some of your users will be using Windows computers, see the Windows services
administration guide to learn how to set up the server for managing Windows users,
groups, and computers. For example, the Windows services administration guide
describes how to set up user accounts in a Mac OS X Server directory domain so the
server can provide file services, domain login, and home directories to Windows users.
Open Directory offers a variety of options for authenticating users (including Windows
users) whose accounts are stored in directory domains on Mac OS X Server. In addition,
Open Directory can access accounts in existing directories on your network, such as a
Windows server’s Active Directory. See the Open Directory administration guide for
setup instructions.
32Chapter 2 Getting Started With User Management
Mac OS X Server makes other important resources visible throughout the network. Key
network-visible resources include network home directories, group folders, and other
shared folders. Because these folders reside on the server, users can access them from
different computers.
See the file services administration guide for information about setting up file services
appropriate for the file sharing you want to implement. You can use AFP or NFS for
home directories, AFP for group folders, and various protocols (AFP, Windows, NFS, and
FTP) for other shared folders.
Step 3: Set up an administrator computer
Because servers are normally kept in a secure, locked location, administrators conduct
user management tasks remotely, from an administrator computer. Most of the time an
administrator computer is a Mac OS X computer with server administration software
installed.
To set up an administrator computer:
1 Obtain a computer with Mac OS X version 10.3 or later installed.
Make sure it has at least 128 MB of RAM and 1 GB of unused disk space.
2 Insert the Mac OS X Server Administration Tools disc, then start the installer
(ServerAdmin.pkg).
3 Follow the onscreen instructions.
4 If you’ll be managing preferences that use specific paths to find files (such as Classic
and Dock preferences), make sure the administrator computer has the same file system
structure as each of the managed client computers. This means that folder names,
volumes, the location of applications, and so forth should be similar.
Before you can use the administrator computer to create and manage accounts in a
shared directory, you need a user account in the shared directory and you need to be a
domain administrator. A domain administrator can use Workgroup Manager to add and
change accounts that reside in the LDAP directory of an Open Directory master, a
NetInfo domain, or another read/write directory domain.
To create a domain administrator account:
1 On the administrator computer, open Workgroup Manager, authenticating as the
administrator user created during initial server setup.
2 Access the shared directory by clicking the small globe above the accounts list.
Choose the directory of interest. If you’re not authenticated, click the lock.
3 Click New User.
4 Click Basic to provide basic information for the administrator.
Chapter 2 Getting Started With User Management33
5 If you want the domain administrator to have other responsibilities, such as setting up
file services to support shared folders, select “User can administer this directory
domain.”
After you select the checkbox, a dialog appears in which you can disable specific
privileges for the administrator account. For more information, see “Assigning
Administrator Rights for a Directory Domain” on page 67.
6 Click Save.
Now the remaining steps can be conducted by the domain administrator from the
administrator computer.
Step 4: Set up a home directory share point
Home directories for accounts stored in shared directories can reside in a network
share point that the user’s computer can access. The share point must be
automountable—it must have a network mount record in the directory domain where
the user account resides.
An automountable share point ensures that the home directory is visible in
/Network/Servers automatically when a user logs in to a Mac OS X computer
configured to access the shared directory. It also lets other users access the home
directory using the ~home-directory-name shortcut.
You can set up network home directories so they can be accessed using either AFP or
NFS. You can also set up home directories for use by Windows users:
• For instructions on setting up AFP or NFS share points for network home directories
for Macintosh users see Chapter 7, “Setting Up Home Directories.”
• For information about setting up SBM share points for Windows user home
directories, see the Windows services administration guide.
Step 5: Create user accounts and home directories
You can use Workgroup Manager to create user accounts in directories that reside on
Mac OS X Server and in non-LDAP directories that aren’t read-only. Detailed
instructions appear in various locations in this guide:
• For information about how to create Mac OS X user accounts, see Chapter 4, “Setting
Up User Accounts.”
• For information about creating Mac OS X mobile user accounts, see Chapter 3, “User
Management for Mobile Clients.”
• See Chapter 7, “Setting Up Home Directories,” for information about home
directories.
• See “Working With Read-Only User Accounts” on page 57 for information about
working with read-only accounts.
34Chapter 2 Getting Started With User Management
You can also create accounts on Mac OS X Server to manage Windows users and
provide Windows domain login, roaming user profiles, home directories, file service,
mail service, and so on. See the Windows services administration guide for instructions.
Mac OS 9 users can be managed using Macintosh Manager after you create accounts
for them on the server. For details, see Chapter 10, “Using Macintosh Manager for
Mac OS 9.”
Note: When a user uses both Mac OS 9 and Mac OS X computers, you can set up one
computer account for the user in a shared directory. But be aware that the user will not
be able to access the same set of group folders in both environments. Mac OS 9 and
Mac OS X have unique group preferences and group folders.
Step 6: Set up client computers
Mac OS X Server can support users of Mac OS X, Mac OS 9, or Windows client
computers.
For Mac OS X computers, configure the search policy of the computer so it can locate
shared directory domains. See the Open Directory administration guide for instructions
and supplemental information about search policies in onscreen help. Use the
Automatic authentication option if you’ve set up a DHCP server to identify the location
of the shared directory when it provides an IP address to Mac OS X client computers.
Otherwise, use the Custom Path option to identify the server hosting the shared
directory.
For setup instructions for mobile Mac OS X computers that will use AirPort to
communicate with Mac OS X Server, see Designing AirPort Extreme Networks (accessible
at www.apple.com/airport/).
For Mac OS 9 computer requirements and setup, see Chapter 10, “Using Macintosh
Manager for Mac OS 9.”
Windows workstations that will be used for Windows domain login must join the
Mac OS X Server PDC just as you would set up workstations to join a Windows NT
server’s domain, as the Windows services administration guide explains.
If you have more than just a few Macintosh client computers to set up, consider using
the Network Install feature of the NetBoot service to create a system image that
automates client computer setup. See the system image administration guide for
options and instructions.
Step 7: Define user account preferences
You can manage the working environment of Macintosh users whose accounts reside
in a shared domain by defining user account preferences:
• For information about Mac OS X user preferences, see Chapter 8, “Client
Management Overview,” and Chapter 9, “Managing Preferences.”
Chapter 2 Getting Started With User Management35
• For information about Mac OS 9 user preferences, see Chapter 10, “Using Macintosh
Manager for Mac OS 9.”
Step 8: Create group accounts and group folders
You can use Workgroup Manager to create group accounts in directories that reside on
Mac OS X Server and in non-Apple Open Directory domains that aren’t read-only.
Detailed instructions appear in various locations in this guide:
• For information about how to create Mac OS X group accounts, see Chapter 5,
“Setting Up Group Accounts.”
Although some group information doesn’t apply to Windows users, you can add
Windows users to groups that you create. The procedures for managing group
accounts for Windows users are the same as those for groups that contain only
Mac OS X users.
• For information about working with read-only group accounts, see “Working With
Read-Only Group Accounts” on page 83.
• For information about using groups for Mac OS 9 users, see Chapter 10, “Using
Macintosh Manager for Mac OS 9.”
You can set up a group folder for use by group members. Use Workgroup Manager to
define a share point for the group folder and associate the share point with the group.
Create the group folder using the CreateGroupFolder command in the Terminal
application. See “Working With Group Folder Settings” on page 86 for instructions.
For Mac OS X users, use Dock or Login preferences to make it easy to locate the group
directory. For Windows users, share the group folder share point using SMB. Users can
go to My Network Places (or Network Neighborhood) and access the contents of the
group folder. Group folders for Mac OS 9 users are described in Chapter 10, “Using
Macintosh Manager for Mac OS 9.”
Step 9: Define group account preferences
You can manage the preferences for a group of Macintosh users. A group with
managed preferences is referred to as a workgroup:
• For information about Mac OS X workgroups, see Chapter 8, “Client Management
Overview,” and Chapter 9, “Managing Preferences.”
• For information about Mac OS 9 workgroups, see Chapter 10, “Using Macintosh
Manager for Mac OS 9.”
Step 10: Define computer lists and preferences
Use computer lists if you want to manage client Macintosh or Windows computers:
• For information about creating Mac OS X computer lists, see Chapter 6, “Setting Up
Computer Lists.” For information about computer list preferences, see Chapter 8,
“Client Management Overview,” and Chapter 9, “Managing Preferences.”
36Chapter 2 Getting Started With User Management
• Every Windows computer supported by the Mac OS X Server primary domain
controller must be part of the Windows Computers computer list. See the Windows
services administration guide for details.
Step 11: Perform ongoing account maintenance
As users come and go and the requirements for your servers change, you’ll update
account information periodically:
• See the sections later in this chapter starting with “Listing and Finding Accounts” on
page 42 for information about locating existing accounts and shortcuts for
maintaining them.
• Information in Chapter 3 through Chapter 6 will help you do common tasks such as
defining a guest account, disabling user accounts, adding and removing users from
groups, and deleting accounts.
• For solutions to common problems, see Chapter 11, “Solving Problems.”
Planning Strategies for User Management
Here are some planning activities to undertake before you start to implement user
management.
Analyzing Your Environment
Your user management settings need to complement your particular environment,
including:
• The size and distribution of your network
• The number of users who will access your network
• The kind of computers users will use (Mac OS 9, Mac OS X, or Windows)
• How users will use client computers
• Which computers are mobile computers
• Which users should have administrator privileges
• Which users should have access to particular computers
• What services and resources users need (such as mail or access to data storage)
• How you might divide users into groups (for example, by class topic or job function)
• How you want to group sets of computers (such as all computers in a public lab)
Identifying Directory Services Requirements
Identify the directories in which you’ll store user and group accounts and computer
lists.
• If you have an Active Directory or LDAP server already set up, you might be able to
take advantage of existing account records. See the Open Directory administration
guide for details about accessing existing directories.
• If you have an earlier version of an Apple server, you might be able to migrate
existing records. See the migration guide for available options.
Chapter 2 Getting Started With User Management37
• Set up Open Directory master and replicas to host LDAP directories to store other
user accounts, group accounts, and computer lists on your network. See the Open
Directory administration guide for instructions and for complete information about
password handling options.
Note: If all the domains have not been finalized when you’re ready to start adding user
and group accounts, simply add the accounts to any directory domain that already
exists on your server. (You can use the local directory domain—it’s always available.)
You can move users and groups to another directory domain later by using your
server’s export and import capabilities, described in the Appendix, “Importing and
Exporting Account Information.”
Using Client Management
Take advantage of Macintosh client management if you want to:
• Provide users with a consistent, controlled interface while allowing them access to
their files from any computer
• Use mobile accounts
• Reserve certain resources for only specific groups or individuals
• Secure computer usage in key areas such as administrative offices, classrooms, or
open labs
Determine the users, groups, and computers whose preferences you want to manage.
See Chapter 8, “Client Management Overview,” Chapter 9, “Managing Preferences,” and
Chapter 10, “Using Macintosh Manager for Mac OS 9,” for planning guidelines.
Using Mobile Accounts
Determine whether mobile accounts might be useful.
Mobile accounts are well suited for users who carry their computers from location to
location. But they’re useful for any users who don’t require ongoing access to the
server for their day-to-day work. Using mobile accounts reduces network traffic by
minimizing the need to mount network resources (such as network home directories).
Mobile accounts are documented in Chapter 3, “User Management for Mobile Clients.”
Devising a Home Directory Strategy
Determine which users need home directories and identify the computers on which
you want user home directories to reside. For performance reasons, avoid using
network home directories over network connections slower than 100 Mbps.
A user’s network home directory doesn’t need to be stored on the same server as the
directory containing the user’s account. In fact, distributing directory domains and
home directories among various servers can help you balance your network workload.
“Distributing Home Directories Across Multiple Servers” on page 104 describes several
such scenarios.
38Chapter 2 Getting Started With User Management
You may want to store home directories for users with last names from A to F on one
computer, G to J on another, and so on. Or you may want to store home directories on
a Mac OS X Server but store user and group accounts on an Active Directory or LDAP
server.
Pick a strategy before creating users. You can move home directories, but if you do, you
may need to change a large number of user records.
Determine the access protocol to use for the home directories. Most of the time you
will use AFP because it offers the greatest security. But you can use NFS (useful for UNIX
clients) and SMB (for Windows clients).
Identifying Groups
Identify users with similar requirements and consider assigning them to groups.
For Mac OS X users, see Chapter 5, “Setting Up Group Accounts.” For Mac OS 9 users,
see Chapter 10, “Using Macintosh Manager for Mac OS 9.”
Determining Administrator Requirements
Decide which users you want to be able to administer accounts and make sure they
have domain administrator privileges.
The domain administrator has the greatest amount of control over other users and
their privileges. The domain administrator can create user accounts, group accounts,
and computer lists and assign settings, privileges, and managed preferences for them.
He or she can also create other server administrator accounts, or give some users (for
example, teachers or technical staff) administrative privileges within certain directory
domains.
Give some thought to which users require domain administrative privileges. Managed
users can be given various administrative privileges also, allowing them to manage
specific groups of users or adjust certain account settings. A well-planned hierarchy of
administrators and users with special administration privileges can help you distribute
system administration tasks and make workflows and system management more
efficient.
When you use Server Assistant to initially configure your server, you specify a password
for the owner/administrator. The password you specify also becomes the root password
for your server. Many server administrators don’t need knowledge of the root password,
but sometimes it’s necessary when using command-line tools (such as
CreateGroupFolder). For administrators who don’t need root access, use Workgroup
Manager to create an administrator user with a password that is different from the root
password.
Chapter 2 Getting Started With User Management39
The root password should be used with extreme caution and stored in a secure
location. The root user has full access to the system, including system files. If you need
to, you can use Workgroup Manager to change the root password.
Using Workgroup Manager
Once you have installed the Mac OS X Server software, you can access Workgroup
Manager. This section provides an introduction to the application.
Opening and Authenticating in Workgroup Manager
Workgroup Manager is installed in /Applications/Server/ when you install your server or
set up an administrator computer. You can open it from that folder by using the Finder.
You can also open Workgroup Manager by clicking its icon in the Dock or in the toolbar
of the Server Admin application.
• To work with directory domains on a particular server, enter the server’s IP address or
DNS name in the Workgroup Manager Connect window, or click Browse to choose
from a list of servers. Specify the user name and password for an administrator of the
server, then click Connect. Use this approach when you’ll be working most of the
time with a particular server.
• To open Workgroup Manager on the server you’re using without authenticating,
choose View Directories from the Server menu. You will have read-only access to
information displayed in Workgroup Manager. To make changes, click the lock icon to
authenticate as an administrator. This approach is most useful when you’re
administering different servers and working with different directory domains.
After opening Workgroup Manager, you can open a Workgroup Manager window for a
different computer by clicking Connect in the toolbar or choosing Server > Connect.
40Chapter 2 Getting Started With User Management
Major Workgroup Manager Tasks
After login, the user account window appears, showing a list of user accounts.
Click small globe to
switch directories.
Users button
Type here to search or
filter the list below.
Accounts list
Groups
button
Computer Lists
button
Currently
selected domain
Click to be
authenticated.
Initially, the accounts listed are those stored in the last directory domain of the server’s
search path. Here is how to get started with the major tasks you perform with this
application:
• To specify the directory or directories that store accounts you want to work with,
click the small globe icon.
To work with accounts in different directories at the same time or to work with
different views of accounts in a particular directory, open multiple Workgroup
Manager windows by clicking the New Window icon in the toolbar.
• To administer accounts in the selected directory, click the Accounts icon in the
toolbar. Click the Users, Groups, or Computer Lists button on the left side of the
window to list the accounts that currently exist in the directory or directories you are
working with.
To filter the account list displayed, use the pop-up search list above the accounts list.
• To work with managed preferences, select the account list of interest and then click
the Preferences icon in the toolbar.
• To work with share points, click the Sharing icon in the toolbar.
• To import or export user and group accounts, choose Server > Import or Server >
Export, respectively.
• To retrieve online information, use the Help menu. The Help menu gives you access
to help for administration tasks you accomplish using Workgroup Manager as well as
other Mac OS X Server topics.
Chapter 2 Getting Started With User Management41
• To open Server Admin so you can monitor and work with services on particular
servers, click the Admin icon in the toolbar. See the getting started guide for
information about Server Admin.
Listing and Finding Accounts
This section tells you about the various ways to view user accounts, group accounts,
and computer lists in Workgroup Manager.
Working With Account Lists in Workgroup Manager
In Workgroup Manager, user accounts, group accounts, and computer lists are listed at
the left side of the Workgroup Manager window.
There are several settings that influence the contents and appearance of the list:
• Workgroup Manager preferences control whether system users and groups are listed
and the order in which items are listed. Choose Workgroup Manager > Preferences to
set up Workgroup Manager preferences.
• The list reflects the directory or directories you select using the small globe above
the accounts list. Initially, the parent directory domain accounts are listed if you’re
connected to the network.
The domains available for selection are the local directory, all directory domains in
the server’s search path, and all available directory domains (domains the server is
configured to access which may or may not be in the search path). See the Open
Directory administration guide for instructions for configuring a server to access
directory domains.
After you choose directory domains, all the accounts residing in those domains are
listed.
• To sort a list, click a column heading. An arrow shows the sort order (ascending or
descending), which you can reverse by clicking the column heading again.
• You can filter the list by using the pop-up search list above the accounts list.
• You can search for specific items in the list by typing in the field above the accounts
list.
To work with one or more of the accounts listed, select them. Settings for the selected
accounts appear in the pane to the right of the list. Available settings vary, depending
upon which pane you’re currently viewing.
42Chapter 2 Getting Started With User Management
Listing Accounts in the Local Directory Domain
Services and programs running on a server can access the server’s local directory.
Programs running on a client computer, such as the client computer’s login window,
can’t access the server’s local directory. Therefore, a server’s file service can authenticate
users with accounts from the server’s local directory. User accounts from the server’s
local directory can’t be used to authenticate in the login window on client computers,
because the login window is a process running on the client computer.
To list accounts in a server’s local directory domain:
1 In Workgroup Manager, connect to the server hosting the domain, then click the small
globe above the accounts list and choose Local.
The local domain might also be listed as /NetInfo/root/<host name> or
/NetInfo/DefaultLocalNode.
2 To view user accounts, click the Users button (the leftmost button above the search
field). Click the Groups button (the middle button) to view group accounts, and click
the Computer Lists button (the rightmost) to view computer lists.
3 To work with a particular account, select it. To change the account, which requires that
you have domain administrator privileges, you may need to click the lock to
authenticate.
Listing Accounts in Search Path Directory Domains
The search path directory domains are those in the search policy defined for the
Mac OS X Server you’re connected to. The Open Directory administration guide tells
you how to set up search policies.
To list accounts in search path domains of the server you’re working with:
1 In Workgroup Manager, connect to a server whose search policy contains the directory
domains of interest.
2 Click the small globe above the accounts list and choose Search Path.
3 To view user accounts, click the Users button (the leftmost button above the search
field). Click the Groups button to view group accounts, and click the Computers button
to view computer lists.
Listing Accounts in Available Directory Domains
You can list user accounts, group accounts, and computer lists residing in any specific
directory domain accessible from the server you’re connected to using Workgroup
Manager. You select the domain from a list of all the directory domains configured to
be accessible from the server you’re using.
Chapter 2 Getting Started With User Management43
Note that “available” directory domains are not the same as directory domains in a
search policy. A search policy consists of the directory domains a server searches
routinely when it needs to retrieve, for example, a user’s account. However, the same
server might be configured to access directory domains that haven’t been added to its
search policy.
See the Open Directory administration guide to learn how to configure access to
directory domains.
To list accounts in directory domains accessible from a server:
1 In Workgroup Manager, connect to a server from which the directory domains of
interest are accessible.
2 Click the small globe above the accounts list and choose Other.
3 In the dialog that appears, select the domain(s), then click OK.
To view user accounts residing in selected directory domains click the Users button
(the leftmost button above the search field). Click the Groups button to view group
accounts, and click the Computer Lists button to view computer lists.
4 To work with a particular account, select it. To change an account that requires you to
have domain administrator privileges, you may need to click the lock to authenticate.
Refreshing Account Lists
If more than one administrator can make changes to directories, make sure you’re
viewing the most current list of user accounts, group accounts, and computer lists by
refreshing the lists. To refresh the lists, you can:
• Click Refresh.
• Type search terms in the field above the list to view a new filtered list.
• Delete terms in the field above the list to show the original unfiltered list.
• Click the small globe above the accounts list and choose another item in the list, and
then reselect the domain(s) with which you had been working.
Finding Specific Accounts in a List
After you’ve displayed a list of accounts in Workgroup Manager, you can filter the list to
find particular users or groups of interest.
To filter items in the list of accounts:
1 After listing accounts, click the Users, Groups, or Computer Lists button.
2 In the pop-up menu above the account list (labeled with a magnifying glass), select an
option to describe what you want to find, then type search terms in the text field.
The original list is replaced by items that satisfy your search criteria. If you type a user
name, both full and short names of users or groups are searched.
3 Choose Workgroup Manager > Preferences to make finding accounts more convenient
when the domains you work with contain thousands of accounts.
44Chapter 2 Getting Started With User Management
To avoid listing any accounts until a filter is specified, select “Limit search results to
requested records.” When the filter field is empty, no accounts are listed.
To list all accounts in the domains selected in the At pop-up menu, type “*” in the filter
field.
To list accounts in those domains that satisfy filter criteria, select an option from the
pop-up menu next to the filter field, then enter a filter string.
To specify the maximum number of accounts to list, select “List a maximum of n
records,” and enter a number no greater than 25,000. Workgroup Manager can display
as many as 25,000 accounts.
Sorting User and Group Lists
After displaying a list of accounts in Workgroup Manager, click a column heading to
sort entries using the values in that column. Click the heading again to reverse the
order of the entries in the list.
Shortcuts for Working With Accounts
There are a several techniques that let you manage accounts more efficiently. You can:
• Make changes to multiple accounts at once.
• Use presets, which are like templates for new accounts.
• Import user and group account information from a file.
Batch Editing
You can edit settings (if they don’t need to be unique) for multiple user accounts,
group accounts, or computer lists at the same time. Multi-account editing is referred to
as batch editing.
To select multiple accounts, press Shift-click to select a range of accounts and/or
Command-click to select accounts individually. You can also choose Edit > Select All,
then Command-click to deselect accounts individually.
An example of when batch editing can save you time is when you need to change
preference settings for large numbers of accounts. See “Editing Preferences for Multiple
Records” on page 131.
Using Presets
You can select settings for a user account, group account, or computer list and save
them as a preset. Presets work like templates, allowing you to apply predefined settings
to a new account. Using presets, you can easily set up multiple accounts with similar
settings.
You can use presets only during account creation. You can’t use a preset to modify an
existing account. You can use presets when creating accounts manually or when
importing them from a file.
Chapter 2 Getting Started With User Management45
If you change a preset after it has been used to create an account, accounts already
created using the preset are
not
updated to reflect those changes.
Importing and Exporting Account Information
You can use XML or character-delimited text files to import and export user and group
account information. Importing information this way can make it easier to set up large
numbers of accounts quickly. Exporting information to a file can be useful for record
keeping or backing up user data.
For more information, see the Appendix, “Importing and Exporting Account
Information.”
Backing Up and Restoring User Management Data
Backing Up and Restoring Files
See onscreen help for information about backing up and restoring directory domains
and authentication database files.
Backing Up Root and Administrator User Accounts
System files are owned by root or system administrator user IDs that exist at the time
they’re created. Should you need to restore system files, the same IDs should exist on
the server so that the original permissions are preserved.
To ensure that you can re-create these user IDs, periodically export the server’s user
and group information to a file as described in the Appendix, “Importing and Exporting
Account Information.”
46Chapter 2
Getting Started With User Management
3User Management for Mobile
Clients
3
This chapter provides suggestions for managing portable
computers used by an individual user or multiple users.
Setting Up Mobile Clients
If you have the advantage of owning a number of portable computers slated for
distribution to specific users or groups of users, you can implement a variety of
management techniques to personalize the user environment and control the level of
access a user has to both local and network resources.
Configuring Portable Computers
In preparing portable computers for use on your network, follow these guidelines.
Step 1: Install the OS, applications, and utilities
Most computers will already have an operating system installed. However, if you need
to install a new one, be sure the computers meet the minimum requirements for
installation of the operating system (either Mac OS X or Mac OS 9) and any additional
applications or utilities you want to install.
Step 2: Create local accounts on Mac OS X computers
Create at least one local administrator account and any local user accounts as needed.
Make sure the user’s local account name and password is not easily confused with the
user’s network name and password. Mac OS 9 doesn’t require this step.
Step 3: Set up computer lists on your server
For Mac OS X computers, use Workgroup Manager to add the computers to a computer
list and enforce preference management at the computer level. You may also want to
set user-level preference management settings for the user’s network account.
Details about configuring directory services are in the Open Directory administration
guide. For more information about how to work with computer lists, see Chapter 6,
“Setting Up Computer Lists.” For additional information and instructions about using
managed preference settings, see Chapter 9, “Managing Preferences.”
47
For Mac OS 9 computers, use Macintosh Manager to set up computer lists and enforce
preferred settings. To learn more about using Macintosh Manager, see Chapter 10,
“Using Macintosh Manager for Mac OS 9.”
Using Mobile Accounts
A mobile account is a Mac OS X Server user account that has been copied to a local
(usually portable) computer. The user may log in on the portable computer using the
network account name and password, even if the computer isn’t connected to the
network.
When a mobile account logs in to the network, account data—the account name,
password, and managed preferences—is automatically synchronized with the server
account so that both locations contain a matching set of data. (Mobile account users
may want to manually copy files from their local home directory to the network home
directory so that they may be accessed from other computers.) When the computer is
disconnected from the network, any managed preference settings applied remain in
force.
The home directory for the mobile account resides on the user’s computer, whereas the
home directory for the network account resides on the server. When the computer is
connected to the network, the user authenticates directly to the server account,
bypassing the mobile account but still using a local home directory.
If users mainly use a mobile account, their AFP network home directory is created the
first time they attempt to access their network home directory. You can create a
shortcut to provide mobile users with easy access to their network home directory (see
“Providing Access to a User’s Network Home Directory” on page 157). If you have
mobile account users accessing a server hosting non-AFP network home directories,
you need to create those network home directories manually (see Chapter 7, “Setting
Up Home Directories,” on page 103).
Creating a Mobile Account
Once a mobile account is created, it appears in the account list in the Accounts system
preference. The account type is labeled “Mobile,” and when you select it, most items in
the Accounts pane are dimmed. You can use Workgroup Manager to create a mobile
account automatically when a user logs in.
To create a mobile account using Workgroup Manager:
1 In Workgroup Manager, click Accounts.
2 Select a user account, then click Preferences.
3 Click Mobile Accounts and set the management setting to Always.
4 Select “Create Mobile Account at login.”
48Chapter 3 User Management for Mobile Clients
5 Select “Require confirmation before creating a mobile account” if you want to allow the
user to decide whether to create a mobile account at login.
If this option is selected, the user sees a confirmation dialog when logging in. The user
can click Create to create the mobile account immediately, or can click Continue to log
in as a network user without creating the mobile account.
6 Click Apply Now.
You can use Workgroup Manager to make changes to the corresponding server
account as needed. Any changes are applied to the mobile account the next time the
user connects the portable computer to the network.
Deleting a Mobile Account
If a user no longer requires a mobile account, you can delete the account. Both the
mobile account and its local home directory are deleted. You must have a local
administrator account and password to delete a mobile account.
To delete a mobile account:
1 Open System Preferences on the client computer.
2 Click Accounts, then select the user in the list.
3 Select the account you want to delete.
The mobile account should have the word “Mobile” listed in the Type column.
4 Click the Delete (–) button, then click OK.
The User Experience for Mobile Accounts
If the computer is configured to display a list of users at login, the mobile account is
displayed with local users. The user selects his or her account and then enters the
correct password to complete login. For managed clients, if the network administrator
has designated mobile accounts to be created at login for a particular user, group, or
computer, the login window account list displays all users. After the user selects his or
her account and types the correct password, a local cached network account is created
immediately, behind the scenes. The user can now disconnect from the network and
log in using his or her mobile account.
Managing Mobile Clients
After setting up the portable computers, you can use various features of Workgroup
Manager or Macintosh Manager to apply restrictions or permit access to network
services for users.
Chapter 3 User Management for Mobile Clients49
If a user has a network account and the computer is recognized by Open Directory, the
user can log in using the network account name and password to gain access to
available resources. For optimum performance, be sure Mac OS X computers are
configured to use DHCP (in the Network pane of System Preferences) and an automatic
search policy (in the Authentication pane of Directory Access). This is the default
configuration for Mac OS X versions 10.2 and later. If you change the default
configuration, users may experience delays in operating system performance when
disconnected from the network. For more information about using DHCP and an
automatic search policy to bind a computer to Open Directory service, see the Open
Directory administration guide.
For users without network accounts who have portable computers of their own but still
require access to your network resources, you can use Workgroup Manager or
Macintosh Manager features to apply settings for unknown or guest computers.
Unknown Mac OS X Portable Computers
To manage users who have their own personal portable computers running Mac OS X
system software, you can use the Guest Computers account to apply computer-level
management for unknown or guest computers on your network. If these users log in
using a Mac OS X Server user account, user and group managed preferences and
account settings also apply.
For more information about setting up the Guest Computers account for Mac OS X
users, see “Managing Guest Computers” on page 99. For information about managing
unknown portable computers that use Mac OS 9 system software, see “Providing Quick
Access to Unimported Users” on page 191.
Mac OS X Portable Computers With Multiple Local Users
One example of shared portable computers is an iBook Wireless Mobile Lab. An iBook
Wireless Mobile Lab contains either 10 or 15 student iBooks (plus an additional iBook
for an instructor), an AirPort Base Station, and a printer, all on a mobile cart. The cart
lets you take the computers to your users (for example, from one classroom to
another).
To manage the iBooks on your cart, create identical generic local user accounts on each
computer (for example, all the accounts could use “Math” as the user name and
“student” as the password). You might want to create different generic local accounts
for different purposes, such as an account for a History class, one for a Biology class,
and so on. Each account should have a local home directory and should not have
administrative privileges. Use a separate local administrator account on each computer
to allow server administrators (or other individuals) to perform maintenance tasks and
upgrades, install software, and administer the local user accounts.
50Chapter 3 User Management for Mobile Clients
After creating the local user accounts, add each of the computers to a computer list,
then manage preferences for that list. Because multiple users can store items in the
local home directory for the generic account, you may want to periodically clean out
that folder as part of your maintenance routine.
You can also create mobile accounts for users or use Workgroup Manager preference
management to create a mobile account automatically when a user logs in.
Mac OS X Portable Computers With One Primary Local User
There are two ways set up portable computers for a single user who doesn’t use a
mobile account.
• The user doesn’t have administrator privileges, but has a local account.
Set up a local administrator account on the computer (don’t give the user any
information about this account), then set up a local account for the user. Users with
local accounts that don’t have administrator privileges can’t install software and can
add or delete items only in their own home directories. A local user can share items
with other local users by using the Public folder in his or her local home directory.
If this user had a mobile account, it would function as a local account but could be
managed like a network account. If the user has an existing network account, you
can change managed preference settings so that a mobile account is created during
the user’s first login.
• The user is the administrator for the computer.
If the user is the local administrator, he or she can choose during login whether or
not to be managed. For example, to access servers at school, the user should choose
to be managed at login, but at home the user may prefer not to be managed since
access to the school servers may not be available.
If the user also has a Mac OS X Server user account and network access is available, it
may still be preferable to log in using the local account to reduce network traffic. The
user can connect to his or her network home directory (to store or retrieve
documents, for example) via the “Go to Folder” command in the Finder’s Go menu.
Managing Mac OS 9 Portable Computers
You can set up and manage portable computers that use Mac OS 9. Users can have
either network accounts or local user accounts. Macintosh Manager has a “check out”
feature that allows users to take home an assigned portable computer and work while
not on a managed network.
For details about using Macintosh Manager to manage portable computers, see
“Managing Portable Computers” on page 223.
Chapter 3 User Management for Mobile Clients51
Using Wireless Services
You can provide wireless network service to managed clients using AirPort, for
example. When a user with a portable computer leaves the wireless area or changes to
a different network directory server (by moving out of one wireless area and into
another), client management settings may be different. Users may notice that some
network services, such as file servers, printers, shared group volumes, and so forth, are
unavailable from the new location. Users can purge these unavailable resources by
logging out and logging in again.
If you need more information about using AirPort, consult AirPort documentation or
visit the website: www.apple.com/airport/.
52Chapter 3 User Management for Mobile Clients
4Setting Up User Accounts
4
This chapter tells you how to set up, edit, and manage
user accounts.
About User Accounts
A user account stores data that Mac OS X Server needs to validate the user’s identity
and provide services for the user. This section provides an overview of user accounts.
Where User Accounts Are Stored
User accounts, as well as group accounts and computer lists, can be stored in any Open
Directory domain accessible from the Mac OS X computer that needs access to the
account. A directory domain can reside on a Mac OS X computer (for example, the
LDAP directory of an Open Directory master, a NetInfo domain, or other read/write
directory domain) or it can reside on a non-Apple server (for example, an LDAP or
Active Directory server).
You can use Workgroup Manager to work with accounts in all kinds of directory
domains, but you can update only the LDAP directory of an Open Directory master, a
NetInfo domain, or other read/write directory domain using Workgroup Manager.
See the Open Directory administration guide for complete information about the
different kinds of Open Directory domains.
53
Predefined User Accounts
The following table describes some of the user accounts that are created automatically
when you install Mac OS X Server (unless otherwise indicated).
Predefined user nameShort nameUser IDUse
Anonymous FTP Userftp98The user name given to anyone
using FTP as an anonymous user.
This user is created the first time
the FTP server is accessed if the
FTP server is turned on, if
anonymous FTP access is
enabled, and if the anonymous
ftp user doesn’t already exist.
Macintosh Manager Usermmuser-17The user created by Macintosh
Management Server when the
application is first started on a
particular server. This user has
no home directory, and the
password is changed
periodically.
My SQL Servermysql74The user that the MySQL
database server uses for its
processes that handle requests.
Sendmail Usersmmsp25The user that sendmail runs as.
sshd Privilege separationsshd75The user for the sshd child
processes that process network
data.
System Administratorroot0The most powerful user.
System Servicesdaemon1A legacy UNIX user.
Unknown Userunknown99The user that is used when the
system doesn’t know about the
hard disk.
Unprivileged Usernobody-2This user was originally created
so that system services don’t
have to run as System
Administrator. Now, however,
service-specific users, such as
World Wide Web Server, are
often used for this purpose.
World Wide Web Serverwww70The nonprivileged user that
Apache uses for its processes
that handle requests.
Administering User Accounts
This section describes how to administer user accounts stored in various kinds of
directory domains.
54Chapter 4 Setting Up User Accounts
Creating Mac OS X Server User Accounts
You need administrator privileges for a directory domain to create a new user account
in it.
To create a user account:
1 In Workgroup Manager, click Accounts.
2 Ensure that the directory services of the Mac OS X Server you’re using has been
configured to access the domain of interest.
See the Open Directory administrator’s guide for instructions.
3 Click the small globe above the accounts list, then choose the domain in which you
want the user’s account to reside.
For example, Local, /NetInfo/root/<host name>, and /NetInfo/DefaultLocalNode all
refer to the local directory domain. /NetInfo/root refers to a shared NetInfo domain if
the server is set up to access one; otherwise, /NetInfo/root is the local domain.
4 To authenticate, click the lock.
5 Choose Server > New User or click New User in the toolbar.
6 Specify settings for the user in the tabs provided.
See “Working With Basic Settings for Users” on page 61 through “Working With Print
Settings for Users” on page 75 for details.
You can also use a preset or an import file to create a new user.
For details, see “Using Presets to Create New Accounts” on page 59 and Appendix,
“Importing and Exporting Account Information.”
Creating Read-Write LDAPv3 User Accounts
You can create a user account on a non-Apple LDAPv3 server if it has been configured
for write access.
To create an LDAPv3 user account:
1 In Workgroup Manager, click Accounts.
2 Ensure that the directory services of the Mac OS X Server you’re using has been
configured to use the LDAP server for user accounts.
See the Open Directory administration guide for details about how to use Directory
Access to configure an LDAP connection and Appendix, “Importing and Exporting
Account Information,” for information about the user account elements that may need
to be mapped.
3 Click the small globe above the accounts list, then choose the LDAPv3 domain in which
you want the user’s account to reside.
4 To authenticate, click the lock.
5 Choose Server > New User or click New User in the toolbar.
Chapter 4 Setting Up User Accounts55
6 Specify settings for the user in the tabs provided. See “Working With Basic Settings for
Users” on page 61 through “Working With Print Settings for Users” on page 75 for
details.
You can also use a preset or an import file to create a new user. For details, see “Using
Presets to Create New Accounts” on page 59 and Appendix, “Importing and Exporting
Account Information.”
Editing User Account Information
You can use Workgroup Manager to change a user account that resides in the LDAP
directory of an Open Directory master, a NetInfo domain, or other read/write directory
domain.
To make changes to a user account:
1 In Workgroup Manager, click Accounts.
2 Ensure that the directory services of the Mac OS X Server you’re using has been
configured to access the desired directory domain.
See the Open Directory administrator’s guide for instructions.
3 Click the small globe above the accounts list, then choose the domain in which the
user’s account resides.
4 To authenticate, click the lock.
5 Click the Users button and select the user.
6 Edit settings for the user in the tabs provided. See “Working With Basic Settings for
Users” on page 61 through “Working With Print Settings for Users” on page 75 for
details.
Editing Multiple Users Simultaneously
You can use Workgroup Manager to make the same change to multiple user accounts
in the LDAP directory of an Open Directory master, a NetInfo domain, or other read/
write directory domain at the same time.
To edit multiple users:
1 In Workgroup Manager, click Accounts.
2 Select the user accounts you want to change.
Click the globe icon below the toolbar and choose the directory domain, and
Command-click to select each user.
3 To authenticate, click the lock.
4 Click to display the pane you want to work with and make desired changes in fields
that Workgroup Manager lets you update.
56Chapter 4 Setting Up User Accounts
Modifying Accounts in an Open Directory Master When You’re a
Domain Administrator But Not a Server Administrator
If you are authorized to administer a directory domain but not the server, you can still
modify accounts.
To modify accounts:
1 Use an administrator computer that has been set up (using the Services pane of
Directory Access) to access the server hosting the Open Directory master.
2 Open Workgroup Manager on the administrator computer.
3 When the login window appears, choose Server > View Directories.
4 Click the small globe icon above the accounts list and choose Other from the pop-up
menu.
5 Open the directory domain you want to administer, and then click the lock to be
authenticated as a domain administrator.
Working With Read-Only User Accounts
You can use Workgroup Manager to review information for user accounts stored in
read-only directory domains. Read-only directory domains include LDAPv2 domains,
LDAPv3 domains not configured for write access, and BSD configuration files.
To work with a read-only user account:
1 In Workgroup Manager, click Accounts.
2 Ensure that the directory services of the Mac OS X Server you’re using has been
configured to access the directory domain in which the account resides.
See the Open Directory administration guide for information about using Directory
Access to configure server connections and the Appendix, “Importing and Exporting
Account Information,” for information about the user account elements that need to be
mapped.
3 Click the small globe above the accounts list and choose the directory domain in which
the user’s account resides.
4 Use the tabs provided to review the user’s account settings.
See “Working With Basic Settings for Users” on page 61 through “Working With Print
Settings for Users” on page 75 for details.
Chapter 4 Setting Up User Accounts57
Defining a Guest User
You can set up some services to support “anonymous” users, who can’t be
authenticated because they don’t have a valid user name or password. The following
services can be set up to support anonymous users:
• Windows services (see the Windows Services guide for information about
configuring guest access)
• Apple file service (see the file services administration guide for information about
configuring guest access)
• FTP service (see the file services administration guide for information about
configuring guest access)
• Web service (see the web technologies administration guide for information about
configuring guest access)
Users who connect to a server anonymously are restricted to files, folders, and websites
with privileges set to Everyone.
Another kind of guest user is a managed user that you can define to allow easy setup
of public computers or kiosk computers. See Chapter 9, “Managing Preferences,” and
Chapter 10, “Using Macintosh Manager for Mac OS 9,” for more about these kinds of
users.
Deleting a User Account
You can use Workgroup Manager to delete a user account stored in the LDAP directory
of an Open Directory master or a NetInfo domain.
Warning: You cannot undo this action.
To delete a user account using Workgroup Manager:
1 In Workgroup Manager, click Accounts.
2 Select the user account you want to delete.
To locate the account, click the small globe above the accounts list and choose the
directory domain where the account resides, then select the user.
3 To be authenticated, click the lock.
4 Choose Server > Delete Selected User or click the Delete icon in the toolbar.
Disabling a User Account
To disable a user account, you can:
• Deselect the “User can log in” option on the Basic pane in Workgroup Manager.
• Delete the account.
• Change the user’s password to an unknown value.
• Set a password policy that disables login (for a user account whose password type is
Open Directory).
58Chapter 4 Setting Up User Accounts
Working With Presets for User Accounts
Presets are like templates with which you define attributes that automatically apply to
new user or group accounts.
Creating a Preset for User Accounts
You can create one or more presets to choose from when creating new user accounts
in a particular directory domain.
To create a preset for user accounts:
1 Open Workgroup Manager on the server from which you will be creating user
accounts.
Ensure that the server has been configured to access the Mac OS X directory domain or
non-Apple LDAPv3 domain in which the preset will be used to create new accounts. To
access a different domain, click the small globe above the accounts list.
2 Click Accounts.
3 To create a preset using data in an existing user account, open the account. To create a
preset using an empty user account, create a new user account.
4 Fill in the fields with values you want new user accounts to inherit. Delete any values
you don’t want to prespecify if you’re basing the preset on an existing account.
The following attributes can be defined in a user account preset: password settings,
administrator privileges, home directory settings, quotas, default shell, primary group
ID, group membership list, comment, login settings, print settings, and mail settings.
5 Click Preferences, configure settings that you want the preset to define, and then click
Accounts.
After configuring preference settings for a preset, you must return to the Accounts
settings to save the preset.
6 Choose Save Preset from the Presets pop-up menu, enter a name for the preset, then
click OK.
The preset is saved to the current directory domain.
Using Presets to Create New Accounts
Presets provide a quick way to apply settings to a new account. After you apply the
preset, you can continue to modify settings for the new account, if necessary.
To create a new account using a preset:
1 Open Workgroup Manager on a server configured to access the Mac OS X directory
domain or non-Apple LDAPv3 domain in which the preset will be used to create the
new account.
2 Click Accounts.
3 Click the small globe above the accounts list, then choose the directory domain in
which you want the new account to reside.
Chapter 4 Setting Up User Accounts59
4 To authenticate, click the lock.
5 Choose an item from the Presets pop-up menu. If you plan to import a file, you choose
a preset in the import options dialog.
6 Create a new account, either interactively or using an import file.
If a setting is specified in both the preset and an import file, the value in the file is used.
If a setting is specified in the preset but not in the import file, the value in the preset is
used.
7 Add or update attribute values if required, either interactively or using an import file.
Renaming Presets
Name your presets to help remind you of the template settings or identify the type of
user account, group account, or computer list for which that preset is best suited.
To rename a preset:
1 Open Workgroup Manager on the server where the preset has been defined.
2 Click Accounts.
3 Choose Rename Preset from the Presets pop-up menu.
4 Enter the new name and click OK.
Changing Presets
When you change a preset, existing accounts created using it are not updated to
reflect your changes.
To change a preset:
1 Open Workgroup Manager on the server where the preset has been defined.
2 Click Accounts.
3 Choose an item from the Presets pop-up menu.
4 After completing your changes, choose Save Preset from the Presets pop-up menu.
You can also change a preset while using it to create a new account by changing any of
the fields defined by the preset, then saving the preset.
Deleting a Preset
If you no longer need a particular preset, you can delete it.
To delete a preset:
1 Open Workgroup Manager on the server where the preset has been defined.
2 Click Accounts.
3 Choose Delete Preset from the Presets pop-up menu.
4 Select the preset you want to delete and click Delete.
60Chapter 4 Setting Up User Accounts
Working With Basic Settings for Users
Basic settings are a collection of attributes that must be defined for all users.
In Workgroup Manager, you use the Basic pane in the user account window to work
with basic settings.
Defining Long User Names
The user name is the long name for a user, such as Ellen Brown or Dr. Arnold T. Smith.
Sometimes the user name is referred to as the “full name” or the “real” name. Users can
log in using the user name or a short name associated with their accounts.
Long user names are case-sensitive in the login window; so if an account has the user
name Mary Smith, login fails if MARY SMITH is entered in the login window. However,
user names are not case-sensitive when used to authenticate a user for file server
access or to log in from Macintosh Manager Mac OS 9 clients.
A long user name can contain no more than 255 bytes. Since long user names support
various character sets, the maximum number of characters for long user names can
range from 255 Roman characters to as few as 85 characters (for character sets in which
characters occupy up to 3 bytes).
You can use Workgroup Manager to edit the user name of an account stored in the
LDAP directory of an Open Directory master, a NetInfo domain, or other read/write
directory domain. You can also use Workgroup Manager to review the user name in any
directory domain accessible from the server you’re using.
To work with the user name using Workgroup Manager:
1 In Workgroup Manager, click Accounts.
2 Select the account you want to work with.
To select the account, click the small globe above the accounts list and choose the
directory domain where the account resides, then select the user in the user list.
3 To be authenticated, click the lock.
4 In the Name field (on the Basic pane), review or edit the user name.
Initially, the value of user name is “Untitled <some-number>.” After changing the name,
Workgroup Manager doesn’t check to verify that the user name is unique.
Avoid assigning the same name to more than one user. Workgroup Manager doesn’t let
you assign the same name to different users in any particular domain or in any domain
in the search path (search policy) of the server you’re using, but has no way of
detecting whether duplicates might exist in other domains.
Chapter 4 Setting Up User Accounts61
Defining Short User Names
A short name is an abbreviated name for a user, such as ebrown or arnoldsmith. Users
can log in using the short name or the user name associated with their accounts. The
short name is used by Mac OS X for home directories and groups:
• When Mac OS X automatically creates a user’s local or network AFP home directory, it
names the directory after the user’s short name. For more information about home
directories see Chapter 7, “Setting Up Home Directories.”
• When Mac OS X checks to see whether a user belongs to a group authorized to
access a particular file, it uses short names to find user IDs of group members. See
“Avoiding Duplicate Short Names” on page 64 for an example.
You can have as many as 16 short names associated with a user account. You might
want to use multiple short names as aliases for email accounts, for example. The first
short name is the name used for home directories and group membership lists; don’t
reassign that name after you save the user account.
A short user name can contain as many as 255 Roman characters. However, for clients
using Mac OS X version 10.1.5 and earlier, the first short user name must be 8 characters
or fewer.
Use only these characters for the first short user name (subsequent short names can
contain any Roman character):
• a through z
• A through Z
• 0 through 9
• _ (underscore)
• - (hyphen)
Typically, short names contain eight or fewer characters.
You can use Workgroup Manager to edit the short name of an account stored in the
LDAP directory of an Open Directory master, a NetInfo domain, or other read/write
directory domain. You can also use Workgroup Manager to review the short name in
any directory domain accessible from the server you’re using.
To work with a user’s short name using Workgroup Manager:
1 In Workgroup Manager, click Accounts.
2 Select the account you want to work with.
To select the account, click the small globe above the accounts list and choose the
directory domain where the account resides, then select the user account.
3 To be authenticated, click the lock.
4 In the Short Names field (on the Basic pane), review or edit the short names.
62Chapter 4 Setting Up User Accounts
T
Initially, the value of the short name is “untitled_<some-number>.” If you specify
multiple short names, each should be on its own line.
Avoid assigning the same short name to more than one user. Workgroup Manager
doesn’t let you assign the same short name to different users in any particular domain
or in any domain in the search path (search policy) of the server you’re using, but has
no way of detecting whether duplicates might exist in other domains.
After the user’s account has been saved, you can’t change the first short name, but you
can change others in a list of short names.
Choosing Stable Short Names
When you create groups, Mac OS X identifies users in them by their first short name,
which can’t be changed.
If a short name change is unavoidable, you can create a new account for the user (in
the same directory domain) that contains the new short name, but retains all other
information (user ID, primary group, home directory, and so forth). You can then disable
login for the old user account. Now the user can log in using the changed name, yet
have the same access to files and other network resources as before. (See “Disabling a
User Account” on page 58 for information on disabling use of an account for login.)
Avoiding Duplicate Names
If separate user accounts have the same name (user name or short name) and
password, a Mac OS X computer may authenticate a user different from the one you
want it to authenticate. Or it may mask the user record that should be used for
authentication.
Consider an example that consists of three shared directory domains. Tony Smith has
an account in the Students domain, and Tom Smith has an account in the root domain.
Both accounts contain the short name “tsmith” and the password “smitty.”
Tom Smith (tsmith,smitty)
/
ony Smith (tsmith,smitty)
Chapter 4 Setting Up User Accounts63
Tony’s computer
StudentsFaculty
Tom’s computer
When Tony logs in to his computer with a user name “tsmith” and the password
“smitty,” he is authenticated using the record in the Students domain. Similarly, Tom
can use the same login entries at his computer and be authenticated using his record
in the root domain. If Tony and Tom ever logged in to each other’s computers using
tsmith and smitty, they would both be authenticated, but not with the desired results.
Tony could access Tom’s files, and vice versa.
Now let’s say that Tony and Tom have the same short name, but different passwords.
Tom Smith (tsmith, smitty)
/
Tony Smith (tsmith, tony)
Tony’s computer
StudentsFaculty
Tom’s computer
If Tom attempts to log in to Tony’s computer using the short name “tsmith” and his
password (smitty), his user record is masked by Tony’s user record in the Students
domain. Mac OS X finds “tsmith” in Students, but its password doesn’t match the one
Tom used to log in. Tom is denied access to Tony’s computer, and his record in the root
domain is never found.
If Tony has a user record in his local directory domain that has the same names and
password as his record in the Students domain, the Students domain’s record for Tony
would be masked. Tony’s local domain should offer a name/password combination that
distinguishes it from the Students domain’s record. If the Students domain is not
accessible (when Tony works at home, for example), he can log in using the local name
and continue using his computer. Tony can still access local files created when he
logged in using the Students domain if the user ID in both records is the same.
Duplicate short names also have undesirable effects in group records, described in the
next section.
Avoiding Duplicate Short Names
Since short names are used to find user IDs of group members, duplicate short names
can result in file access being granted to users you hadn’t intended to give access.
64Chapter 4 Setting Up User Accounts
Return to the example of Tony and Tom Smith, who have duplicate short names.
Assume that the administrator has created a group in the root domain to which all
students belong. The group—AllStudents—has a GID of 2017.
Tom Smith (tsmith, smitty, UID 2000)
/
AllStudents (tsmith, GID 2017)
(tsmith, smitty, UID 3000)
Tony Smith
Tony’s compu
StudentsFaculty
MyDoc
ter
Owner 127 can: Read & Write
Group 2017 can: Read only
Everyone else can: None
Tom’s computer
Now suppose that a file, MyDoc, resides on a computer accessible to both Tony and
Tom. The file is owned by a user with the user ID 127. It has read-only access privileges
for AllStudents. Tony, not Tom, was added as a member of AllStudents, but because a
group’s member list consists of short names, not user IDs, and the short name tsmith is
listed as a member of AllStudents, both Tony and Tom are effectively members of
AllStudents.
When Tom attempts to access MyDoc, Mac OS X determines that the owner
permissions do not apply for Tom, and moves on to check if group permissions apply
for Tom. Mac OS X searches the login hierarchy for user records with short names that
match those associated with AllStudents. Tom’s user record is found (short name
tsmith) because it resides in the login hierarchy, and the user ID in the user record is
compared with Tom’s login user ID. They match, so Tom is allowed to read MyDoc, even
though he’s not actually a member of AllStudents.
Defining User IDs
A user ID is a number that uniquely identifies a user. Mac OS X computers use the
user ID to keep track of a user’s directory and file ownership. When a user creates a
directory or file, the user ID is stored as the creator ID. A user with that user ID has read
and write privileges to the directory or file by default.
The user ID should be a unique string of digits from 500 through 2,147,483,648.
Assigning the same user ID to different users is risky, since two users with the same
user ID have identical directory and file access privileges.
Chapter 4 Setting Up User Accounts65
The user ID 0 is reserved for the root user. User IDs below 100 are reserved for system
use; users with these User IDs should not be deleted and should not be modified
except to change the password of the root user.
In general, once user IDs have been assigned and users start creating files and
directories throughout a network, you shouldn’t change user IDs. One possible scenario
in which you may need to change a user ID is when merging users created on different
servers into one new server or cluster of servers. The same user ID may have been
associated with a different user on the previous server.
When you create a new user account in any shared directory domain, Workgroup
Manager automatically assigns a user ID; the value assigned is an unused user ID (1025
or greater) in the server’s search path. (New users created using the Accounts
Preferences pane on Mac OS X Desktop computers are assigned user IDs starting at
501.)
You can use Workgroup Manager to edit the user ID of an account stored in the LDAP
directory of an Open Directory master or a NetInfo domain. You can also use
Workgroup Manager to review the user ID in any directory domain accessible from the
server you’re using.
To change a user ID in Workgroup Manager:
1 In Workgroup Manager, click Accounts.
2 Select the account you want to work with.
To select an account, click the small globe above the accounts list and choose the
directory domain where the user’s account resides, and select the user.
3 To authenticate, click the lock.
4 In the Basic pane, specify a value in the User ID field.
Make sure the value is unique in the search policy (search path) of computers the user
will log in to.
Defining Passwords
For information about defining passwords, see the Open Directory administration
guide.
Setting Password Options for Imported Users
You can’t set Open Directory password options in an import file or in a preset used
during import.
To set password options for imported users:
1 Import the users by using Workgroup Manager or the dsimportexport command-line
tool.
2 In Workgroup Manager, click Accounts.
66Chapter 4 Setting Up User Accounts
3 Open the directory into which the users were imported.
4 Select the users whose password options you want to set.
5 Click Advanced.
6 Make sure the User Password Type is set to Open Directory, click Options, set password
options, and click OK.
7 Click Save.
For more information about importing users, see the appendix. For additional
information about Open Directory passwords, see the Open Directory administration
guide.
Assigning Administrator Rights for a Server
A user who has server administration privileges can control most of the server’s
configuration settings and use applications, such as Server Admin, that require a user
to be a member of the server’s admin group.
You can use Workgroup Manager to assign server administrator privileges to the LDAP
directory of an Open Directory master or a NetInfo domain. You can also use
Workgroup Manager to review the server administrator privileges in any directory
domain accessible from the server you’re using.
To set server administrator privileges in Workgroup Manager:
1 Log in to Workgroup Manager by specifying the name or IP address of the server for
which you want to grant administrator privileges.
2 Click Accounts.
3 Click the small globe above the accounts list and choose the directory domain in which
the user’s account resides.
4 To authenticate, click the lock.
5 In the Basic pane, select “User can administer the server” to grant server administrator
privileges.
Assigning Administrator Rights for a Directory Domain
A user who has administrator privileges for an Apple directory domain can make
changes to user accounts, group accounts, and computer lists stored in that domain
using Workgroup Manager. The changes the user can make are limited to those you
specify.
You can use Workgroup Manager to assign directory domain administrator privileges
for an account stored in the LDAP directory of an Open Directory master or a NetInfo
domain. You can also use Workgroup Manager to review these privileges in any
directory domain accessible from the server you’re using.
Chapter 4 Setting Up User Accounts67
To set directory domain administrator privileges in Workgroup Manager:
1 Make sure the user has an account in the directory domain.
2 In Workgroup Manager, click Accounts.
3 Select the user account.
To select the account, click the small globe above the accounts list and choose the
directory domain in which the user’s account resides, and select the account.
4 To be authenticated, click the lock.
5 In the Basic pane, select “User can administer this directory domain.”
6 To specify what the user should be able to administer in the domain, click Privileges.
By default, the user has no directory domain privileges.
7 Click the Users, Groups, or Computer Lists button and make the desired settings.
If you don’t select a checkbox (such as “The administrator can edit user preferences”),
the user can view the account or preference information in Workgroup Manager, but
not change it.
To add an item the “listed below” area (on the right), drag it from the Available list (on
the left). To remove an item, select it and press the Delete key on the keyboard.
Working With Advanced Settings for Users
Advanced settings include login settings, keywords, password validation policy, and a
comment.
In Workgroup Manager, use the Advanced pane in the user account window to work
with advanced settings.
Defining Login Settings
By specifying user login settings, you can:
• Control whether the user can be authenticated using the account.
• Allow a managed user to simultaneously log in to more than one managed
computer at a time or prevent the user from doing so.
• Indicate whether a user of a managed computer can or must select a workgroup
during login or whether you want to avoid showing workgroups when the user
logs in.
• Identify the default shell the user will use for command-line interactions with
Mac OS X, such as /bin/csh or /bin/tcsh. The default shell is used by the Terminal
application on the computer the user is logged in to, but Terminal has a preference
that lets you override the default shell. The default shell is used by SSH (Secure Shell)
or Telnet when the user logs in to a remote Mac OS X computer.
68Chapter 4 Setting Up User Accounts
You can use Workgroup Manager to define login settings of an account stored in the
LDAP directory of an Open Directory master, a NetInfo domain, or other read/write
directory domain. You can also use Workgroup Manager to review login settings in any
directory domain accessible from the server you’re using.
To work with login settings using Workgroup Manager:
1 In Workgroup Manager, click Accounts.
2 Select the account you want to work with.
To select the account, click the small globe above the accounts list and choose the
directory domain where the account resides, and select the user in the user list.
3 To be authenticated, click the lock.
4 Click Advanced.
5 Select “Allow simultaneous login” to let a user log in to more than one managed
computer at a time.
Note: Simultaneous login is not recommended for most users. You may want to reserve
simultaneous login privileges for technical staff, teachers, or other users with
administrator privileges. (If a user has a network home directory, that’s where the user’s
application preferences and documents are stored. Simultaneous login may modify
these items; many applications don’t support such modification while they are open.)
You cannot disable simultaneous login for users with NFS home directories.
6 Choose a shell from the Login Shell pop-up menu to specify the default shell for the
user when logging in to a Mac OS X computer.
To enter a shell that doesn’t appear in the list, click Custom. To make sure a user can’t
access the server remotely using a command line, choose None.
Defining a Password Type
For details about setting up and managing passwords, see the Open Directory
administration guide.
Creating a Master List of Keywords
You can define keywords that enable quick searching and sorting of users. Using
keywords can simplify tasks such as creating groups or editing multiple users.
Before you begin adding keywords to user records, you must create a master keyword
list. The list of keywords shown in the Advanced pane for a selected user apply only to
that user.
To edit the master keyword list:
1 In Workgroup Manager, click Accounts.
2 Select the account you want to work with.
Chapter 4 Setting Up User Accounts69
To select the account, click the small globe above the accounts list and choose the
directory domain where the account resides, and select the user in the user list.
3 To be authenticated, click the lock.
4 Click Advanced.
5 Click Define to view the master keyword list.
The master list shows all terms available for use as keywords. You can access and edit
the master keyword list from any selected user account.
6 To add a keyword to the master list, type terms in the text field and click (+).
7 To remove a keyword from the master list and all user records where it appears, select
the keyword, select Remove Deleted Keywords From Users, and click (–).
If you only want to remove a keyword from the master list, make sure Remove Deleted
Keywords From Users is not selected, then select the keyword you want to remove and
click (–).
8 When you’ve finished editing the master list, click OK.
Applying Keywords to User Accounts
You can’t add keywords to more than one user at a time; however, you can remove a
keyword from all users that are tagged with that keyword if necessary.
To work with keywords for an individual user account:
1 In Workgroup Manager, click Accounts.
2 Select the account you want to work with.
To select the account, click the small globe above the accounts list and choose the
directory domain where the account resides, then select the user in the user list.
3 To be authenticated, click the lock.
4 Click Advanced.
5 To add a keyword to the selected account, Click (+) to view the list of available
keywords. Select one or more terms in the list, then click OK.
6 To remove a keyword from a specific user, select the term you want to remove and
click (–).
7 When you’ve finished adding or removing keywords for the selected user, click Save.
Editing Comments
You can save a comment in a user’s account to provide whatever documentation might
help with administering the user. A comment can be as long as 32,676 characters.
You can use Workgroup Manager to define the comment of an account stored in the
LDAP directory of an Open Directory master, a NetInfo domain, or other read/write
directory domain. You can also use Workgroup Manager to review the comment in any
directory domain accessible from the server you’re using.
70Chapter 4 Setting Up User Accounts
To work with a comment using Workgroup Manager:
1 In Workgroup Manager, click Accounts.
2 Select the account you want to work with.
To select the account, click the small globe above the accounts list and choose the
directory domain where the account resides, then select the user in the user list.
3 To be authenticated, click the lock.
4 Click Advanced.
5 Edit or review the contents of the Comment field.
Working With Group Settings for Users
Group settings identify the groups a user is a member of.
In Workgroup Manager, use the Groups pane in the user account window to work with
group settings.
See Chapter 5, “Setting Up Group Accounts,” for information on administering groups.
Defining a User’s Primary Group
A primary group is the group to which a user belongs by default.
The ID of the primary group is used by the file system when the user accesses a file he
or she doesn’t own. The file system checks the file’s group privileges, and if the primary
group ID of the user matches the ID of the group associated with the file, the user
inherits group access privileges. The primary group offers the fastest way to determine
whether a user has group privileges for a file.
The primary group ID should be a unique string of digits. By default, it is 20 (which
identifies the group named “staff”), but you can change it. The maximum value is
2,147,483,648.
You can use Workgroup Manager to define the primary group ID of an account stored
in the LDAP directory of an Open Directory master, a NetInfo domain, or other read/
write directory domain. You can also use Workgroup Manager to review the primary
group information in any directory domain accessible from the server you’re using.
To work with a primary group ID using Workgroup Manager:
1 In Workgroup Manager, click Accounts.
2 Select the account you want to work with.
To select the account, click the small globe above the accounts list and choose the
directory domain where the account resides, then select the user in the user list.
3 To be authenticated, click the lock.
4 Click the Groups button.
Chapter 4 Setting Up User Accounts71
5 Edit or review the contents of the Primary Group ID field. Workgroup Manager displays
the full and short names of the group after you enter a primary group ID if the group
exists and is accessible in the search path of the server you’re logged into.
Adding a User to Groups
Add a user to a group when you want multiple users to have the same file access
privileges or when you want to manage their Mac OS X preferences using workgroups
or computer lists.
You can use Workgroup Manager to add a user to a group if the user and group
accounts are in the LDAP directory of an Open Directory master or a NetInfo domain.
To add a user to a group using Workgroup Manager:
1 In Workgroup Manager, click Accounts.
2 Select the user account you want to work with.
To select the account, click the small globe above the accounts list and choose the
directory domain where the account resides, then select the user in the user list.
3 To be authenticated, click the lock.
4 Click the Groups button.
5 Click the Add (+) button to open a drawer listing the groups defined in the directory
domain you’re working with. (To include system groups in the list, choose Preferences
on the Workgroup Manager menu, then select “Show system users and groups.”)
6 Select the group, then drag it into the Other Groups list on the Groups pane.
You can also add users to a group by using the Members pane of group accounts.
Removing a User From a Group
You can use Workgroup Manager to remove a user from a group if the user and group
accounts reside in the LDAP directory of an Open Directory master or a NetInfo
domain.
To remove a user from a group using Workgroup Manager:
1 In Workgroup Manager, click Accounts.
2 Select the account you want to work with.
To select the account, click the small globe above the accounts list and choose the
directory domain where the account resides, then select the user in the user list.
3 To be authenticated, click the lock.
4 Click the Groups button.
5 Select the group or groups from which you want to remove the user, then click the
Remove (–) button.
You can also add users to a group by using the Members pane of group accounts.
72Chapter 4 Setting Up User Accounts
Reviewing a User’s Group Memberships
You can use Workgroup Manager to review the groups a user belongs to if the user
account resides in a directory domain accessible from the server you’re using.
To review group memberships using Workgroup Manager:
1 In Workgroup Manager, click Accounts.
2 Select the account you want to work with.
To select the account, click the small globe above the accounts list and choose the
directory domain where the account resides, then select the user in the user list.
3 To be authenticated, click the lock.
4 Click the Groups button.
The primary group to which the user belongs is displayed, and other groups the user
belongs to are listed in the Other Groups list.
Working With Home Settings for Users
Home settings describe a user’s home directory attributes. For information about using
and setting up home directories, see Chapter 7, “Setting Up Home Directories.”
Working With Mail Settings for Users
You can create a Mac OS X Server mail service account for a user by specifying mail
settings for the user in the user’s account. To use the account, the user configures a
mail client to identify the user name, password, mail service, and mail protocol you
specify in the mail settings.
In Workgroup Manager, use the Mail pane in the user account window to work with a
user’s mail service settings.
See the mail service administration guide for information about how to set up and
manage Mac OS X Server mail service.
Disabling a User’s Mail Service
You can use Workgroup Manager to disable mail service for a user whose account is
stored in the LDAP directory of an Open Directory master, a NetInfo domain, or other
read/write directory domain.
To disable a user’s mail service using Workgroup Manager:
1 In Workgroup Manager, click Accounts.
2 Select the account you want to work with.
To select the account, click the small globe above the accounts list and choose the
directory domain where the account resides, then select the user in the user list.
Chapter 4 Setting Up User Accounts73
3 To be authenticated, click the lock.
4 Click Mail.
5 Select None.
Enabling Mail Service Account Options
You can use Workgroup Manager to enable mail service and set mail options for a user
account stored in the LDAP directory of an Open Directory master, a NetInfo domain, or
other read/write directory domain. You can also use Workgroup Manager to review the
mail settings of accounts stored in any directory domain accessible from the server
you’re using.
To work with a user’s mail account options using Workgroup Manager:
1 In Workgroup Manager, click Accounts.
2 Select the account you want to work with.
To select the account, click the small globe above the accounts list and choose the
directory domain where the account resides, then select the user in the user list.
3 To be authenticated, click the lock.
4 Click Mail.
5 To allow the user to use mail service, select Enabled.
6 Enter a valid mail server name or address in the Mail Server fields for the DNS name or
IP address of the server to which the user’s mail should be routed. Workgroup Manager
doesn’t verify this information.
7 Enter a value in the Mail Quota field to specify the maximum number of megabytes for
the user’s mailbox.
A 0 or empty value means no quota is used. When the user’s message space
approaches or surpasses the mail quota you specify, mail service displays a message
prompting the user to delete unwanted messages to free up space. The message
shows quota information in kilobytes (KB) or megabytes (MB).
8 Select a Mail Access setting to identify the protocol used for the user’s mail
account: Post Office Protocol (POP) and/or Internet Message Access Protocol (IMAP).
9 The following features are supported only for mail accounts that reside on a server
using Mac OS X Server software earlier than version 10.3.
Select an Options setting to determine inbox characteristics for mail accounts that
access email using both POP and IMAP.
“Use separate inboxes for POP and IMAP” creates an inbox for POP mail and a separate
inbox for IMAP mail. “Show POP Mailbox in IMAP folder list” shows an IMAP folder
named POP Inbox.
74Chapter 4 Setting Up User Accounts
Select “Enable NotifyMail” to automatically notify the user’s mail application when new
mail arrives. The IP address to which the notification is sent can be either the last IP
address from which the user logged in or an address you specify.
Forwarding a User’s Mail
You can use Workgroup Manager to set up email forwarding for a user whose account
is stored in the LDAP directory of an Open Directory master or a NetInfo domain.
To forward a user’s mail using Workgroup Manager:
1 In Workgroup Manager, click Accounts.
2 Select the account you want to work with.
To select the account, click the small globe above the accounts list and choose the
directory domain where the account resides, then select the user in the user list.
3 To be authenticated, click the lock.
4 Click Mail.
5 Select Forward and enter the forwarding email address in the Forward To field.
Make sure you enter the correct address. Workgroup Manager doesn’t verify that the
address exists.
Working With Print Settings for Users
Print settings associated with a user’s account define the ability of a user to print to
accessible Mac OS X Server print queues for which print service enforces print quotas.
The print service administration guide tells you how to set up quota-enforcing print
queues.
In Workgroup Manager, use the Print pane in the user account window to work with a
user’s print quotas:
• Select None (the default) to disable a user’s access to print queues enforcing print
quotas.
• Select All Queues to let a user print to all accessible print queues that enforce quotas.
• Select Per Queue to let a user print to specific print queues that support quotas.
Disabling a User’s Access to Print Queues Enforcing Quotas
You can use Workgroup Manager to prevent a user from printing to any accessible
Mac OS X print queue that enforces quotas. To use Workgroup Manager, the user’s
account must be stored in the LDAP directory of an Open Directory master or a NetInfo
domain.
Chapter 4 Setting Up User Accounts75
To disable a user’s access to print queues enforcing quotas:
1 In Workgroup Manager, click Accounts.
2 Select the account you want to work with.
To select the account, click the small globe above the accounts list and choose the
directory domain where the account resides, then select the user in the user list.
3 To be authenticated, click the lock.
4 Click Print.
5 Select None.
Enabling a User’s Access to Print Queues Enforcing Quotas
You can use Workgroup Manager to allow a user to print to all or only some accessible
Mac OS X print queues that enforce quotas. To use Workgroup Manager, the user’s
account must be stored in the LDAP directory of an Open Directory master or a NetInfo
domain.
To set a user’s print quota for print queues enforcing quotas:
1 In Workgroup Manager, click Accounts.
2 Select the account you want to work with.
To select the account, click the small globe above the accounts list and choose the
directory domain where the account resides, then select the user in the user list.
3 To be authenticated, click the lock.
4 Click Print.
To set up a quota that applies to all queues, go to step 5. Alternatively, to set up quotas
for specific print queues, go to step 6.
5 Click “All Queues,” then specify the maximum number of pages the user should be able
to print in a certain number of days for any print queue enforcing quotas.
6 Click “Per Queue,” then use the Queue Name pop-up menu to select the print queue
for which you want to define a user quota. If the print queue you want to specify is not
on the Queue Name pop-up menu, click Add to enter the queue name and specify, in
the Print Server field, the IP address or DNS name of the server where the queue is
defined.
To give the user unlimited printing rights to the queue, click “Unlimited printing.”
Otherwise, specify the maximum number of pages the user should be able to print in a
certain number of days. Then click Save.
76Chapter 4 Setting Up User Accounts
Deleting a User’s Print Quota for a Specific Queue
If you no longer require a print quota for a particular queue, you can delete that quota
for specific users.
To delete a user’s print quota using Workgroup Manager:
1 In Workgroup Manager, click Accounts.
2 Select the user account you want to work with.
To select the account, click the small globe above the accounts list and choose the
directory domain where the account resides, then select the user in the list.
3 To be authenticated, click the lock.
4 Click Print.
5 Use the Queue Name pop-up menu and the Print Server field to identify the print
queue to which you want to disable a user’s access.
6 Click Delete.
Resetting a User’s Print Quota
On some occasions, a user may exceed his or her print quota but needs to print
additional pages. For example, an administrator may want to print a 200-page manual,
but her print quota is only 150 pages. Or, a student may exceed his quota by printing
an essay but needs to print a new revised copy. You can use Workgroup Manager to
reset a user’s print quota and allow the user to continue printing.
To restart a user’s print quota using Workgroup Manager:
1 In Workgroup Manager, click Accounts.
2 Select the account you want to work with.
To select the account, click the small globe above the accounts list and choose the
directory domain where the account resides, then select the user in the user list.
3 To be authenticated, click the lock.
4 Click Print.
5 If the user is set up for printing to all print queues supporting quotas, click Restart Print
Quota.
If the user’s print quotas are print queue–specific, use the Queue Name pop-up menu
and the Print Server field to identify a print queue, then click Restart Print Quota.
You can also extend a user’s page limit without resetting the quota period by changing
the number of pages allowed for the user. In this way, the time period for the quota
remains the same and is not reset, but the number of pages the user can print during
that period is adjusted for both the current and future print quota periods. To extend or
decrease a selected user’s page limit, type a new number in the “Limit to ___ pages”
field and click Save.
Chapter 4 Setting Up User Accounts77
Choosing Settings for Windows Users
Computers that use the Windows operating system can be integrated into your
Mac OS X Server network. You can set up user accounts and select settings in the
Windows pane of Workgroup Manager for individuals who need access to the Windows
computers.
For detailed instructions about how to use settings for users accessing Windows
computers, see the Windows Services guide.
78Chapter 4 Setting Up User Accounts
5Setting Up Group Accounts
5
A group account offers a simple way to manage a
collection of users with similar needs. This chapter tells
you how to set up and manage group accounts.
About Group Accounts
Group accounts store the identities of users who belong to the group as well as
information that lets you customize the working environment for members of a group.
When you define preferences for a group, the group is known as a workgroup.
A primary group is the user’s default group. Primary groups can expedite the checking
done by the Mac OS X file system when a user accesses a file.
Administering Group Accounts
This section describes how to administer group accounts stored in various kinds of
directory domains.
Where Group Accounts Are Stored
Group accounts, as well as user accounts and computer lists, can be stored in any Open
Directory domain accessible from the Mac OS X computer that needs to access the
account. A directory domain can reside on a Mac OS X computer (for example, the
LDAP directory of an Open Directory master or a NetInfo domain) or it can reside on a
non-Apple server (for example, an LDAP or Active Directory server).
You can use Workgroup Manager to work with accounts in all kinds of directory
domains. See the Open Directory administration guide for complete information about
the different kinds of Open Directory domains.
Predefined Group Accounts
The following table characterizes the group accounts that are created automatically
when you install Mac OS X Server.
79
Predefined
group name
admin80The group to which users with administrator privileges belong.
bin7A group that owns all binary files.
daemon1A group used by system services.
dialer68A group for controlling access to modems on a server.
guest31
kmem2A legacy group used to control access to reading kernel memory.
mail6The group historically used for access to local UNIX mail.
mysql74The group that the MySQL database server uses for its processes
network69This group has no specific meaning.
nobody-2A group used by system services.
nogroup-1A group used by system services.
operator5This group has no specific meaning.
smmsp25The group used by sendmail.
sshd75The group for the sshd child processes that process network data.
staff20The default group into which UNIX users are traditionally placed.
sys3This group has no specific meaning.
tty4A group that owns special files, such as the device file associated
unknown99The group used when the system doesn’t know about the hard
utmp45The group that controls what can update the system’s list of
uucp66The group used to control access to UUCP spool files.
wheel0Another group (in addition to the admin group) to which users
www70The nonprivileged group that Apache uses for its processes that
Group IDUse
that handle requests.
with an SSH or telnet user.
disk.
logged-in users.
with administrator privileges belong.
handle requests.
80Chapter 5 Setting Up Group Accounts
Creating Mac OS X Server Group Accounts
You need administrator privileges for a directory domain to create a new group
account in it.
To create a group account:
1 In Workgroup Manager, click Accounts.
2 Ensure that the directory services of the Mac OS X Server you’re using has been
configured to access the domain of interest.
See the Open DIrectory administration guide for instructions.
3 Click the small globe above the accounts list and open the domain in which you want
the group account to reside.
4 Click the lock to be authenticated as a directory domain administrator.
5 Click the Groups button.
6 Click New Group, then specify settings for the group in the tabs provided.
You can also use a preset or an import file to create a new group. For details, see
“Creating a Preset for Group Accounts” and the appendix.
Creating Read-Write LDAPv3 Group Accounts
You can create a group account on a non-Apple LDAPv3 server if it has been
configured for write access.
To create an LDAPv3 group account:
1 In Workgroup Manager, click Accounts.
2 Ensure that the directory services of the Mac OS X Server you’re using has been
configured to use the LDAP server for group accounts.
See the Open Directory administration guide for information about using Directory
Access to configure an LDAP connection and the appendix for information about the
group account elements that may need to be mapped.
3 Click the small globe above the accounts list and open the LDAPv3 domain in which
you want the group account to reside.
4 To be authenticated, click the lock.
5 Choose Server > New Group.
6 Specify settings for the group in the tabs provided.
See “Working With Member Settings for Groups” on page 83 and “Working With Group
Folder Settings” on page 86 for details.
You can also use a preset or an import file to create a new group. For details, see
“Creating a Preset for Group Accounts” and the appendix.
Chapter 5 Setting Up Group Accounts81
Creating a Preset for Group Accounts
Group account presets can be used to apply predetermined settings to a new group
account.
To create a preset for group accounts:
1 Open Workgroup Manager on the server from which you will be creating group
accounts.
2 Click Accounts.
3 Ensure that the server has been configured to access the Mac OS X directory domain or
non-Apple LDAPv3 domain in which the preset will be used to create new accounts.
4 To create a preset using data in an existing group account, open the account. To create
a preset using an empty group account, create a new group account.
5 Fill in the fields with values you want new user groups to inherit. Delete any values you
don’t want to prespecify if you’re basing the preset on an existing account.
6 Click Preferences, configure settings that you want the preset to define, and then click
Accounts.
After configuring preference settings for a preset, you must return to the Accounts
settings to save the preset.
7 Choose Save Preset from the Presets pop-up menu, enter a name for the preset, and
click OK.
Editing Group Account Information
You can use Workgroup Manager to change a group account that resides in the LDAP
directory of an Open Directory master, a NetInfo domain, or other read/write directory
domain.
To make changes to a group account:
1 In Workgroup Manager, click Accounts.
2 Ensure that the directory services of the Mac OS X Server you’re using has been
configured to access the directory domain of interest.
See the Open Directory administration guide for instructions.
3 Click the small globe above the accounts list and open the domain in which the group
account resides.
4 To be authenticated, click the lock.
5 Click the Groups button and select the group you want to work with.
6 Edit settings for the group in the tabs provided.
See “Working With Member Settings for Groups” on page 83 and “Working With Group
Folder Settings” on page 86 for details.
82Chapter 5 Setting Up Group Accounts
Working With Read-Only Group Accounts
You can use Workgroup Manager to review information for group accounts stored in
read-only directory domains. Read-only directory domains include LDAPv2 domains,
LDAPv3 domains not configured for write access, and BSD configuration files.
To work with a read-only group account:
1 In Workgroup Manager, click Accounts.
2 Ensure that the directory services of the Mac OS X Server you’re using has been
configured to access the directory domain in which the account resides.
See the Open Directory administration guide for information about using Directory
Access to configure server connections and the appendix for information about the
group account elements that need to be mapped.
3 Click the small globe above the accounts list and open the directory domain in which
the group account resides.
4 Use the tabs provided to review the group account settings.
See “Working With Member Settings for Groups” and “Working With Group Folder
Settings” on page 86 for details.
Working With Member Settings for Groups
Member settings include a group’s names, its ID, and a list of the users who are
members of the group.
In Workgroup Manager, you use the Members pane in the group account window to
work with member settings.
When the name of a user in the Members list appears in italics, the group is the user’s
primary group.
Adding Users to a Group
Add users to a group when you want multiple users to have the same file access
privileges or when you want to make them managed users.
When you create a user account and assign the new user a primary group, the user is
automatically added to the group you specify; you don’t need to explicitly do so.
Otherwise, you explicitly add users to a group.
You can use Workgroup Manager to add users to a group if the user and group
accounts are in the LDAP directory of an Open Directory master or a NetInfo domain.
Chapter 5 Setting Up Group Accounts83
To add users to a group using Workgroup Manager:
1 In Workgroup Manager, click Accounts.
2 Select the group account you want to work with.
To select an account, click the small globe above the accounts list and open the
directory domain where the account resides, click the Groups button, and select the
group.
3 To be authenticated, click the lock.
4 Click Members.
5 Click the Add (+) button to open a drawer listing the users defined in the directory
domain you’re working with.
6 To include system users in the list, choose Workgroup Manager > Preferences, then
select “Show system users and groups.”
Make sure that the group account resides in a directory domain specified in the search
policy (search path) of computers the user will log in to.
7 Select the user, then drag it into the Members list on the Members pane.
Removing Users From a Group
You can use Workgroup Manager to remove a user from a group that is not the user’s
primary group if the user and group accounts reside in the LDAP directory of an Open
Directory master or a NetInfo domain.
To remove a user from a group using Workgroup Manager:
1 In Workgroup Manager, click Accounts.
2 Select the group account you want to work with.
To select an account, click the small globe above the accounts list and open the
directory domain where the account resides, click the Groups button, and select the
group.
3 To be authenticated, click the lock.
4 Click Members.
5 Select the user or users you want to remove from the group, then click the Remove (–)
button.
84Chapter 5 Setting Up Group Accounts
Naming a Group
A group has two names: a long name and a short name.
• The long group name (for example, English Department Students) is used for display
purposes only and can contain no more than 255 bytes. Since full group names
support various character sets, the maximum number of characters for full group
names can range from 255 Roman characters to as few as 85 characters (for character
sets in which characters occupy up to 3 bytes).
• A short group name can contain as many as 255 Roman characters. However, for
clients using Mac OS X version 10.1.5 and earlier, the short group name must be eight
characters or fewer. Use only these characters in a short group name:
• a through z
• A through Z
• 0 through 9
• _ (underscore)
The short name, typically eight or fewer characters, is used by Mac OS X to find
user IDs of group members when determining whether a user can access a file as a
result of his or her group membership.
You can use Workgroup Manager to edit the names of a group account stored in the
LDAP directory of an Open Directory master, a NetInfo domain, or other read/write
directory domain. You can also use Workgroup Manager to review the names in any
directory domain accessible from the server you’re using.
To work with group names using Workgroup Manager:
1 In Workgroup Manager, click Accounts.
2 Select the group account you want to work with.
To select an account, click the small globe above the accounts list and open the
directory domain where the account resides, click the Groups button, and select the
group.
3 To be authenticated, click the lock.
4 In the Name or “Short name” field (on the Members pane), review or edit the names.
Before saving a new name, Workgroup Manager checks to ensure that the name is
unique.
Chapter 5 Setting Up Group Accounts85
Defining a Group ID
A group ID is a string of ASCII digits that uniquely identifies a group. The maximum
value is 2,147,483,648.
You can use Workgroup Manager to edit the ID for a group account stored in the LDAP
directory of an Open Directory master or a NetInfo domain, or to review the group ID
in any directory domain accessible from the server you’re using.
To work with a group ID using Workgroup Manager:
1 In Workgroup Manager, click Accounts.
2 Select the group account you want to work with.
To select an account, click the small globe above the accounts list and open the
directory domain where the account resides, click the Groups button, and select the
group.
3 To be authenticated, click the lock.
4 In the Group ID field (on the Members pane), review or edit the ID.
Before saving a new group ID, Workgroup Manager checks to ensure that it is unique in
the directory domain you’re using.
Working With Group Folder Settings
You can set up a folder for use by members of a particular group. A group folder offers
a way to organize documents and applications of special interest to group members
and gives group members a way to pass information back and forth among
themselves.
To set up a group folder:
1 In Workgroup Manager, click Accounts.
2 Select the group account you want to work with.
To select an account, click the small globe above the accounts list and open the
directory domain where the account resides, click the Groups button, and select the
group.
3 To be authenticated, click the lock.
4 Click the Groups button and select a group.
5 Click Group Folder.
6 To set up a group folder in a subfolder of a share point, click the Add (+) button or the
Duplicate button (copy icon).
See “Creating a Group Folder in a Subfolder of an Existing Share Point” on page 90 for
instructions.
86Chapter 5 Setting Up Group Accounts
Specifying No Group Folder
You can use Workgroup Manager to change a group account that has a group folder to
have none. By default, a new group has no group directory.
To define no group folder:
1 In Workgroup Manager, click Accounts.
2 Select the group account you want to work with.
To select an account, click the small globe above the accounts list and open the
directory domain where the account resides, click the Groups button, and select the
group.
3 To be authenticated, click the lock.
4 Click the Groups button and select a group.
5 Click Group Folder.
6 Select (None) in the list.
Creating a Group Folder in an Existing Share Point
You can create a group folder for a group in any existing share point, or you can create
the group folder in the /Groups folder—a predefined share point.
To set up a group folder in the /Groups folder or in another existing share
point:
1 In Workgroup Manager, click Accounts.
2 Select the group account you want to work with.
To select a group account, connect to the server where the account resides. Click the
small globe above the accounts list and open the directory domain where the group
account is stored, click the Groups button, and select the group.
3 To be authenticated, click the lock.
4 Click Group Folder.
5 To add an existing share point to the list, click the Add (+) button and enter the
requested information.
In the URL field, enter the full URL to the share point where you want the group folder
to reside. For example, enter “AFP://myserver.example.com/SchoolGroups” to identify
an AFP share point named “SchoolGroups” on a server whose DNS name is
“myserver.example.com”. If you are not using DNS, replace the DNS name of the server
hosting the group folder with the server’s IP address: “AFP://192.168.2.1/SchoolGroups”.
In the Path field, enter the path from the share point to the group folder, including the
group folder but excluding the share point. Do not put a slash at the beginning or the
end of the path. For example, if the share point is SchoolGroups and the full path to the
group folder is SchoolGroups/StudentGroups/SecondGrade, enter “StudentGroups/
SecondGrade” in the Path field.
Chapter 5 Setting Up Group Accounts87
Note: Configuring a group folder share point to have a network mount record does not
make the group folder mount automatically when a group member logs in. You can
provide easy access to a group folder by managing Dock preferences or Login
preferences for the group.
6 In the Owner Name field, enter the name of the user you want to own the group folder
so the user can act as group folder administrator.
Click the Browse (...) button to choose an owner from a list of users in the current
directory domain.
The group folder owner will be given read/write access to the group folder.
7 Click Save.
8 To create the folder, use the CreateGroupFolder command in Terminal.
You must be the root user to use the command. For more information, type “man
CreateGroupFolder” in Terminal to see the man page.The group folder is named using
the short name of the group with which it is associated.
You can automate a group member’s access to the group folder when the user logs in:
• You can set up Dock Preferences to make the group folder visible in the Dock. See
“Providing Easy Access to Group Folders” on page 141 for instructions.
• You can set up login preferences so that users can click Computer in the Finder to
see the group folder share point and the group folders within it. See “Providing Easy
Access to the Group Share Point” on page 158 for instructions.
When using these preferences, make sure the group is defined in a shared domain in
the search policy of the group member’s computer. See the Open Directory
administration guide for instructions on setting a computer’s search policy.
If you don’t automate group folder access, group members can use the “Connect to
Server” command in the Finder’s Go menu to navigate to the server where the group
folder resides to access the group folder.
Creating a Group Folder in a New Share Point
You can use Workgroup Manager to create a group folder in a new share point.
To create a group folder in a new share point:
1 On the server where you want the group folder to reside, create a folder that will serve
as the share point for the group folder.
2 In Workgroup Manager, connect with the server in step 1 and click Sharing.
3 Click All (above the list on the left) and select the folder you created for the share point.
4 In the General pane, select “Share this item and its contents.”
88Chapter 5 Setting Up Group Accounts
5 Set Group privileges to Read & Write, set Everyone privileges to Read Only, and change
the name in the Group field to “admin.”
Ignore the Owner privileges for now.
6 Click Save.
7 Click Accounts and select the group account you want to work with.
To select a group account, connect to the server where the account resides. Click
Accounts. Click the small globe above the accounts list and open the directory domain
where the group account is stored. Click the Groups button and select the group.
8 To be authenticated, click the lock.
9 In the Owner Name field, enter the name of the user you want to own the group folder
so the user can act as group folder administrator.
Click the Browse (...) button to choose an owner from a list of users in the current
directory domain.
The group folder owner will be given read/write access to the group folder.
10 To create the folder, use the CreateGroupFolder command in Terminal.
You must be the root user to use the command. For more information, type “man
CreateGroupFolder” in Terminal to see the man page. The group folder is named using
the short name of the group with which it is associated.
The group folder is named using the short name of the group with which it is
associated.
You can automate a group member’s access to the group folder when the user logs in:
• You can set up Dock Preferences to make the group folder visible in the Dock. See
“Providing Easy Access to Group Folders” on page 141 for instructions.
• You can set up login preferences so that users can click Computer in the Finder to
see the group folder share point and the group folders within it. See “Providing Easy
Access to the Group Share Point” on page 158 for instructions.
When using these preferences, make sure the group is defined in a shared domain in
the search policy of the group member’s computer. See the Open Directory
administration guide for instructions on setting a computer’s search policy.
If you don’t automate group folder access, group members can use the “Connect to
Server” command in the Finder’s Go menu to navigate to the server where the group
folder resides to access the group folder.
Chapter 5 Setting Up Group Accounts89
Creating a Group Folder in a Subfolder of an Existing Share Point
In Workgroup Manager, you can create group folders that don’t reside immediately
below a share point. For example, you may want to organize group folders into several
subfolders under a share point that you define. If Groups is the share point, you may
want to place student groups’ folders in /Groups/StudentGroups and teacher groups’
folders in /Groups/TeacherGroups. The full path to a group folder for second-grade
students could be /Groups/StudentGroups/SecondGrade.
The procedure detailed here assumes the share point exists. If the share point does not
yet exist, follow the instructions in “Creating a Group Folder in a New Share Point” on
page 88 but don’t create the folder in the last step. Then follow the procedure here.
To set up a group folder in a subfolder of an existing share point:
1 In Workgroup Manager, click Accounts.
2 Select the group account you want to work with.
To select a group account, connect to the server where the account resides. Click the
small globe above the accounts list and open the directory domain where the group
account is stored, click the Groups button, and select the group.
3 To be authenticated, click the lock.
4 Click Group Folder.
5 Click the Add (+) button to add a custom group folder location or click Duplicate (copy
icon) to copy an existing location.
To remove a group folder location, select it and click the Delete (–) button. You can
delete only locations that were added with the Add or Duplicate buttons.
6 In the URL field, enter the full URL to the share point where you want the group folder
to reside.
For example, enter “AFP://myserver.example.com/SchoolGroups” to identify an AFP
share point named “SchoolGroups” on a server whose DNS name is
“myserver.example.com.” If you are not using DNS, replace the DNS name of the server
hosting the group folder with the server’s IP address: “AFP://192.168.2.1/SchoolGroups.”
7 In the Path field, enter the path from the share point to the group folder, including the
group folder but excluding the share point.
For example, if the share point is SchoolGroups and the full path to the group folder is
SchoolGroups/StudentGroups/SecondGrade, enter “StudentGroups/SecondGrade” in
the Path field.
Do not put a slash at the beginning or the end of the path.
8 Click OK.
90Chapter 5 Setting Up Group Accounts
9 In the Owner Name field, enter the name of the user you want to own the group folder
so the user can act as group folder administrator.
Click the Browse (...) button to choose an owner from a list of users in the current
directory domain.
The group folder owner will be given read/write access to the group folder.
10 To create the folder, use the CreateGroupFolder command in Terminal.
You must be the root user to use the command. For more information, type “man
CreateGroupFolder” in Terminal to see the man page.The group folder is named using
the short name of the group with which it is associated.
11 Set up access to the group folder for users who log in as group members.
• You can automate a group member’s access to the group folder when the user logs
in.
• You can set up Dock Preferences to make the group folder visible in the Dock.
See “Providing Easy Access to Group Folders” on page 141 for instructions.
• You can set up login preferences so users can click Computer in the Finder to see the
group folder share point and the group folders within it. See “Providing Easy Access
to the Group Share Point” on page 158 for instructions.
When using these preferences, make sure the group is defined in a shared domain in
the search policy of the group member’s computer. See the Open Directory
administration guide for instructions on setting a computer’s search policy.
If you don’t automate group folder access, group members can use the “Connect to
Server” command on the Finder’s Go menu to navigate to the server where the group
folder resides to access the group folder.
Designating a Group Folder for Use by Multiple Groups
To permit a group folder to be accessed by multiple groups, you identify the folder for
each group separately
To configure more than one group to use the same group folder:
1 In Workgroup Manager, click Accounts.
2 Select the first group account you want to use the folder.
To select a group account, connect to the server where the account resides. Click the
small globe above the accounts list and open the directory domain where the group
account is stored, click the Groups button, and select the group.
3 Click Group Folder, select the folder you want the group to use, and click Save.
4 Repeat for each group you want to use the same group folder.
Chapter 5 Setting Up Group Accounts91
Deleting a Group Account
You can use Workgroup Manager to delete a group account stored in the LDAP
directory of an Open Directory master, a NetInfo domain, or other read/write directory
domain.
Warning: You cannot undo this action.
To delete a group account using Workgroup Manager:
1 In Workgroup Manager, click Accounts.
2 Select the group account you want to delete.
To select the account, click the small globe above the accounts list and open the
directory domain where the account resides, click the Groups button, and select the
group.
3 To be authenticated, click the lock.
4 Choose Server > Delete Selected Group or click the Delete icon in the toolbar.
92Chapter 5 Setting Up Group Accounts
6Setting Up Computer Lists
6
This chapter tells you how to set up and manage groups
of computers.
About Computer Lists
A computer list comprises one or more computers that have the same preference
settings and that are available to particular users and groups. You create and modify
computer lists in Workgroup Manager.
There are two preset computer lists, Guest Computers and Windows Computers. These
two lists, along with the computer lists that you set up, appear on the left side of the
Workgroup Manager window. Settings appear on the List, Access, and Cache panes on
the right side of the window.
Before you set up a computer list, determine the names and addresses of the
computers that will be included. In this context, you customarily use the computer
name specified in a computer’s Sharing preferences. If you prefer, you can use a
descriptive name that you find more suitable.
A computer’s address must be the “on board,” or built-in, Ethernet address, which is
unique to each computer. (A computer’s Ethernet address is also known as its MAC address.) You can browse for a computer and Workgroup Manager will enter the
computer’s name and Ethernet address for you. A client computer uses this data to find
preference information when a user logs in.
Note: For Windows Computers lists, you need to know the NetBIOS name of each
Windows client computer. You don’t need to know the Ethernet address of Windows
client computers.
When a client computer starts up, directory services check for a computer list that
contains the computer’s Ethernet address, and uses preference information for that
computer list. If no record is found, the client computer uses preference information for
the Guest Computers computer list.
93
To edit computer lists or computer list preferences, you must have an administrator
with privileges to edit computer lists. You can have administration privileges for all
computer lists or for a set of specific computer lists. For more information about
assigning administrative privileges, see Chapter 4, “Setting Up User Accounts.”
Creating a Computer List
A computer list is a group of computers that have the same preference settings and are
available to the same users and groups. You can use a computer list to assign the same
privileges and preferences to multiple computers. You can add up to 2000 computers
to a computer list.
A computer cannot belong to more than one list, and you cannot add computers to
the Guest Computers list.
To set up a computer list:
1 In Workgroup Manager, click Accounts.
2 Click the small globe above the accounts list and choose the directory domain where
you want to store the new computer list.
3 To authenticate, click the lock.
4 Click the Computer Lists button (on the left), then click List (on the right).
5 Choose Server > New Computer List (or click New Computer List in the toolbar), then
type a name for the computer list.
6 To use a preset, choose one from the Presets pop-up menu.
7 To add a computer to the list, click the Add (+) button and enter the computer’s
Ethernet address and name. Or click the Browse (...) button and choose a computer,
and Workgroup Manager will enter the computer’s Ethernet address and name for you.
A computer’s address must be the unique built-in Ethernet address, even if the client is
connected to the network using AirPort. (A computer’s Ethernet address is also known
as its MAC address.) If you manually add a computer, be sure to use the built-in Ethernet
address for each client.
8 Add a comment (optional).
Comments are useful for providing information about a computer’s location,
configuration (for example, a computer set up for individuals with special needs), or
attached peripherals. You could also use the comment for identification information
such as the computer’s model or serial number.
9 Continue adding computers until your computer list is complete.
10 Fill in the information requested on the Access and Cache panes.
11 Save the computer list.
94Chapter 6 Setting Up Computer Lists
After you set up a computer list, you can manage preferences for it if you wish.
For more information about using managed preferences, see “Defining Preferences” on
page 117 and Chapter 9, “Managing Preferences.”
Creating a Preset for Computer Lists
You can select settings for a computer list and save them as a “preset.” Presets work like
templates, allowing you to apply preselected settings and information to new
computer lists. Using presets, you can easily set up multiple computers to use similar
settings. You can use presets only when creating a new computer list; you can’t use a
preset to modify an existing computer list.
Settings in the List pane are specific to individual computers and don’t apply to presets.
To set up a preset for computer lists:
1 In Workgroup Manager, click Accounts.
2 Click the small globe above the accounts list and choose the directory domain where
you want to create a computer list using presets.
3 To authenticate, click the lock.
4 Click the Computer Lists button (on the left), then click List (on the right).
5 To create a completely new preset, first create a computer list by clicking New
Computer List. To create a preset using data in an existing computer list, select it (on
the left).
6 Fill in the information requested on the Access and Cache panes.
7 Choose Save Preset from the Presets pop-up menu.
After you create a preset, you can no longer change its settings, but you can delete it or
change its name.
To change a preset’s name, choose the preset from the Presets pop-up menu, then
choose Rename Preset.
To delete a preset, choose a preset from the Presets pop-up menu, then choose Delete
Preset.
Using a Computer List Preset
When you create a new computer list, you can choose any preset from the Presets
pop-up menu to apply initial settings; you can further modify the computer list settings
before you save the list. When you save the computer list, you can’t use the Preset
menu again for that list (for example, you can’t switch the list to a different preset).
To use a preset for computer lists:
1 In Workgroup Manager, click Accounts.
2 Click the small globe above the accounts list and choose the directory domain where
you want to store the new list.
Chapter 6 Setting Up Computer Lists95
3 To authenticate, click the lock.
4 Click the Computer Lists button (on the left), then click List (on the right).
5 Choose a preset from the Presets pop-up menu.
6 Create a new list (click New Computer List).
7 Add or update settings as needed, then save the list.
Adding Computers to an Existing Computer List
You can easily add more computers to an existing list. You can’t add computers to the
Guest Computers list, however, because it is predefined to include any computer that’s
not part of another computer list.
To add computers to a list:
1 In Workgroup Manager, click Accounts.
2 Select the computer list.
To select the list, click the small globe above the accounts list and choose the directory
domain that contains the list, click the Computer Lists button, and select the list.
3 To authenticate, click the lock.
4 Click List.
5 To use a preset, choose one from the Presets pop-up menu.
6 Click the Add (+) button and enter the requested information.
Or click the Browse (...) button, select the computer you want, and Workgroup Manager
will enter the computer’s Ethernet address and name for you.
A computer’s address must be the “on board,” or built-in, Ethernet address, which is
unique to each computer. (A computer’s Ethernet address is also known as its MAC address.)
7 Add a comment (optional).
Comments are useful for providing additional information about a computer’s location,
configuration (for example, a computer set up for individuals with special needs), or
attached peripherals. You could also use the comment for identification information
such as the computer’s model or serial number.
8 Click Save.
9 Continue adding computers and information until your list is complete.
Changing Information About a Computer
After you add a computer to a computer list, you can edit information when necessary.
To change computer information:
1 In Workgroup Manager, click Accounts.
2 Select the list to which the computer belongs.
96Chapter 6 Setting Up Computer Lists
To select the list, click the small globe above the accounts list and choose the directory
domain that contains the computer you want to modify, click the Computer Lists
button, and select the list.
3 To authenticate, click the lock.
4 On the List pane, select the computer whose information you want to edit and click the
Edit (pencil) button.
Or double-click the Address, Description, or Comment of a computer in the list to edit
the information directly in the list.
5 Change information as needed, then click Save.
Moving a Computer to a Different Computer List
Occasionally, you may want to group computers differently. You can easily move
computers from one list to another.
Note: A computer can belong to only one list. You can’t add computers to the Guest
Computers list.
To move a computer from one list to another:
1 In Workgroup Manager, click Accounts.
2 Select the list to which the computer belongs.
To select the list, click the small globe above the accounts list and choose the directory
domain that contains the computer list you want to modify, click the Computer Lists
button, and select the list.
3 To authenticate, click the lock.
4 On the List pane, select the computer you want to move and click the Edit (pencil)
button.
5 Choose a list from the “Move to list” pop-up menu and click OK.
6 Click Save.
Deleting Computers From a Computer List
After you delete a computer from a computer list, that computer is managed by using
the Guest Computers list.
To delete a computer from a list:
1 In Workgroup Manager, click Accounts.
2 Select the list to which the computer belongs.
To select the list, click the small globe above the accounts list and choose the directory
domain that contains the computer list you want to modify, click the Computer Lists
button, and select the list.
3 To authenticate, click the lock.
Chapter 6 Setting Up Computer Lists97
4 On the List pane, select one or more computers.
5 Click the Remove (–) button, then click Save.
Deleting a Computer List
If you no longer need any computers in a computer list, you can delete the entire list.
You can’t delete the Guest Computers list or the Windows Computers list.
Warning: You can’t undo this action.
To delete a computer list:
1 In Workgroup Manager, click Accounts.
2 Select the list.
To select the list, click the small globe above the accounts list and choose the directory
domain that contains the computer list you want to delete, click the Computer Lists
button, and select the list.
3 To authenticate, click the lock.
4 Choose Server > Delete Selected Computer List or click Delete in the toolbar.
Searching for Computer Lists
Workgroup Manager has a search feature that allows you to find specific computer lists
quickly. You can search within a selected domain and filter search results.
To search for a computer list:
1 In Workgroup Manager, click Accounts, click the Computer Lists button (on the left),
then click List (on the right).
2 To limit your search, click the small globe above the accounts list and choose a
directory domain:
Local: Search for computer lists in the local directory domain.
Search Path: Search for computer lists in all directories of the server’s search path (for
example, myserver.mydomain.com).
Other: Browse and select an available directory domain to search for computer lists.
3 To authenticate, click the lock.
4 Select an additional filter from the filter pop-up menu next to the search field, if you
wish.
5 Type search terms in the search field.
98Chapter 6 Setting Up Computer Lists
Managing Guest Computers
If an unknown computer (one that isn’t already in a computer list) connects to your
network and attempts to access services, that computer is treated as a “guest.” Settings
for the Guest Computers list apply to these unknown, or “guest,” computers.
A Guest Computers lists is automatically created for a server’s local directory domain.
If the server is an Open Directory master or replica, a Guest Computers list is also
created for its LDAP directory domain.
The Guest Computers list is not recommended for large numbers of computers; most
computers should belong to regular computer lists.
Note: You cannot add or move computers to the Guest Computers list, and you cannot
change the list name.
To set up a Guest Computers list:
1 In Workgroup Manager, click Accounts.
2 Click the small globe above the accounts list and choose the directory domain that
contains the Guest Computers list you want to modify.
3 To authenticate, click the lock.
4 Click the Computer Lists button (on the left) and select Guest Computers in the list.
5 Click List (on the right), then select a setting for preferences.
To set up managed preferences, select “Define Guest Computer preferences here.”
If you select this option, click Save and continue with the next step.
To make guest computers have the same managed preference settings as the parent
server (a server whose LDAP directory or shared NetInfo directory is listed in the search
policy of the server you’re configuring), select “Inherit preferences for Guest
Computers.” If you select this option, click Save; the next step is not necessary.
6 If you selected Define, click Access and select the settings you want to use. Click Cache,
set an interval for clearing the preferences, then click Save.
After you set up the Guest Computers list, you can manage preferences for it if you
wish. For more information about using managed preferences, see “Defining
Preferences” on page 117 and Chapter 9, “Managing Preferences.”
If you don’t select settings or preferences for the Guest Computers list, guest
computers are not managed. However, if the person using the guest computer has a
Mac OS X Server user account with managed user or group preferences, those settings
still apply when the person logs in with that user account.
If the user has an administrator account in a client computer’s local directory, the user
can choose not to be managed at login. Unmanaged users can still use the “Go to
Folder” command to access a home directory on the network.
Chapter 6 Setting Up Computer Lists99
Working With Access Settings
Settings in the Access pane let you make computers in a list available to users in
groups. You can allow only certain groups to access computers in a list, or you can
allow all groups (and therefore, all users) to access the computers in a list. You can also
control certain aspects of local user access.
Restricting Access to Computers
You can reserve computers so that only certain users have access to them. For example,
if you have two computers with video-editing hardware and software, you can reserve
them for users doing video production. First, create a computer list of those computers,
make sure the users have user accounts, add the users to a “video production” group,
and then give only that group access to the video-production computer list.
Note: A user with an administrator account in a client computer’s local directory can
always log in.
To reserve a set of computers for specific groups:
1 In Workgroup Manager, click Accounts.
2 Select the computer list.
To select the list, click the small globe above the accounts list and choose the directory
domain that contains the computer list, click the Computer Lists button, and select the
list.
3 To authenticate, click the lock.
4 Click Access.
5 Select “Restrict to groups below.”
6 Click the Add (+) button, then select one or more groups in the drawer and drag them
to the list in the Access pane.
To remove an allowed group, select it and click the Remove (–) button.
7 Click Save.
Making Computers Available to All Users
You can make computers in a list available to any user in any group account you set up.
To make computers available to all users:
1 In Workgroup Manager, click Accounts.
2 Select the computer list.
To select the list, click the small globe above the accounts list and choose the directory
domain that contains the computer list, click the Computer Lists button, and select the
list.
3 To authenticate, click the lock.
4 Click the Computer Lists button and select one or more computer lists.
100Chapter 6 Setting Up Computer Lists
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