2011-09-25 06.57.31 am

Using OS X Lion Server as a Home Server (Part 10 – File and Folder Sharing)

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If you’ve been enjoying our Using Apple OS X Lion Server as a Home Server series, then make sure you pick up a copy of the accompanying eBook. You’ll find additional chapters and information on using OS X Lion Server to power your digital home that won’t be available here on the site, and with all of our walkthroughs available in one convenient document (ePub or PDF), it’s far easier to install and configure your server without having to click backward and forwards to the website.

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In the last two parts of our OS X Lion Server series, we took a detailed look at one of the more advanced aspects of the platform, in the shape of Lion’s Profile Manager. Today, we’re going back to basics with a look at one of the most vital aspects of a server platform – file and folder sharing. For those of you in all Mac households, you’ll quite rightly expect Lion Server file and folder sharing to work out of the box, and (barring any bugs) that’s pretty much what you’ll get. But with many WGS readers running or considering running mixed Mac and PC infrastructures, how well does OS X Lion Server play in that scenario? Let’s find out.

Certainly one of the things that impressed me when I started using Macs was the ease with which OS X is able to discover, connect to and share with other computers around the home – whether they’re other Mac clients, Windows-based client PCs, or indeed Windows Server (or Windows Home Server) machines. The good news is that easy experience extends to OS X Server too, with regard to accessing files and folders on client PCs from the server. Accessing shared folders on Lion Server from non-Mac clients – a reasonably essential and usually straightforward task, one would assume – can incur potentially major headaches.

You may well have heard that Apple made a number of significant changes to support for sharing files and folders with Windows-based PCs – this was due to the company dropping its use of the Samba file sharing suite due to licensing changes and moving to its own implementation of the SMB protocol. At the same time, Apple also revised the version of their AFP file sharing protocol which has led to a devices from Sonos, Synology, Drobo and others to push out firmware updates to maintain support. Without a doubt, the debut implementation of new file sharing protocols are going to create issues, and in the case of Lion Server, unfortunately, they’re fundamental. Mac client to Mac Server? You’re golden. But then try accessing those same shared folders on the server from a PC? Using your previously created Open Directory account credentials? My experience, and reading around, the experience of many others is that up to the current Lion Server version 10.7.1 at least, it can be tricky and unreliable – that’s not to say it’s impossible, and indeed as you’ll see, I managed to access shared folders on Lion Server on a client PC, but it’s a little fussy.

But before we get into the head scratching, let’s take a look at File Sharing between OS X clients and the server.

Sharing Files With Macs

2011 09 25 06.57.31 am 300x284 Using OS X Lion Server as a Home Server (Part 10   File and Folder Sharing)

Once you’ve installed Lion Server, you’ll notice a section in the Server app that pertains to File Sharing in the left hand pane. This exposes the necessary controls required to share any folder on the server’s hard drive that you’d like to share with other computers on your network. The first thing to do is to hit that very large switch at the top of the panel to start the File Sharing service. Adding a folder to the list is very easy – simply click the Plus button to open up a file browser window, navigate to the folder you wish to share, and select Choose.

For each folder selected, you have the ability to change access permissions for Groups and Users between Read/Write, Read Only, Write Only or No Access.

2011 09 25 06.59.37 am 300x285 Using OS X Lion Server as a Home Server (Part 10   File and Folder Sharing)

To add a different user or group to a folder, double-click the folder (or Share Point in Apple language), then click the plus button. This will create a new blank entry in the Access list, into which you can type a user or select Browse to see a list of all users and groups.

2011 09 25 07.04.04 am 300x285 Using OS X Lion Server as a Home Server (Part 10   File and Folder Sharing)

Once selected, click the arrows next to the user or group to set the necessary permissions. Note the controls at the bottom of the panel, which allow/prevent file sharing with different types of device, including Mac clients (using the previously mentioned AFP protocol), Windows PCs (SMB) and your iOS devices (iPhones, iPads using the WebDAV protocol). For security purposes, you may wish to leave guest access to your server folders disabled. Completing the list of options is the ability to use a folder for user’s home directories.


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About Terry Walsh

Terry Walsh is the founding editor and owner of We Got Served. Since February 2007, the site has provided detailed coverage and analysis of the emerging home server category, and has subsequently grown into a trusted outlet for digital home news and reviews.

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  • http://www.facebook.com/cgivant Craig Givant

    I wondered if maybe the VM I was using might have been causing the SMB connection issues I experienced, but I discounted it as a possibility because the thought was ridiculous to me. Guess I should have tried my old windows laptop. Either way I NEED my VM’s to be able to access the server so I’m glad I figured out the work-around I posted in the comments of the prior article. Works fine for now until Cupertino gets us a much needed update. Thanks Terry!

    • http://www.wegotserved.com Terry Walsh

      I have to admit, I was very surprised to see access working on physical hardware when it had failed on the VM…

  • Mike

    I currently have a Mac OS X 10.6 server at home and would like to upgrade to Lion.  My main concern regarding file sharing is that you cannot use AFP home shares and Fast user switching on OS X clients due to the way AFP mounts shares.  But in 10.6, you could use NFS for home shares but Apple dropped the NFS GUI in Lion…So is NFS home shares still supported with lion?

  • barry blitz

    I would be very interested in its capabilities as a media server.  Does it play nice with non Apple devices, DLNA compatibility, etc?

    • http://www.facebook.com/cgivant Craig Givant

      I haven’t noticed any sort of Media Services “built in” but am looking at PLEX or XBMC as alternatives. You could also run iTunes and have it serve up your library but this will require iTunes running 24/7.

      PLEX has a library manager that runs on one machine and serves up the library to other devices including IOS devices.

      I have always used XBMC on my Mac Mini as a “front end” but the only way to access a common library is by setting up your own MySQL server. It can be done but it doesn’t seem as clean as the PLEX solution.

  • Rob

    I was wondering if you know how to enable Spotlight on a shared folder?

    In the second picture on page 1 of this post (not including the title picture), you can see the “Spotlight” option for a shared folder.  It is grayed out and says “Custom”.  What does that mean?  I am staring at the same thing on my server, and all I want to do is have a shared household folder with digital files that I can tag and search from different machines on the network!  
    I have NOT created network users who actually log in to the server with shared home folders or anything like that.  I just plugged it in as a simple local network access server and gave access to the pre-built “Public” folder to the two us.They don’t seem to mention this at all in the online documentation at https://help.apple.com/advancedserveradmin/mac/10.7/#

    Any pointers in the right direction would be greatly appreciated…Thanks for the step-by-step guide for the uninitiated!

    • http://www.facebook.com/cgivant Craig Givant

      I know ALL about that spotlight entry.. Don’t mess with it….LOL.

      This entry gets created automatically when you add a shared folder (sharepoint) to the server. It is the permissions to let spotlight crawl the folder (and should propagate to sub-folders and files) in order to index it (them). This should happen automatically and does work for the local machine.

      As far as being able to access that index from a network machine….. I don’t think so but I’m not sure. Under the search options on a networked machine all I see as options are, “this mac” and my connected network “user” folder.

      I’m sure someone else will have more experience tho….

      • Jeremy Albrecht

        Craig,

        I know it’s a long shot that you’ll see this, but if you could share your knowledge about the “_spotlight” ACL entries I’d appreciate it.  A moment of stupidity caused me to screw up a lot of ACLs and it seems adding and removing the shares doesn’t re-create them.  I’m hesitant to just add it manually to everything without hearing from someone else first.

        Thanks!

        • http://craiggivant.com Craig Givant

          Disqus is a wonderful thing. Just got an email about this so … not a long shot at all.. Here I am.

          Now that I’m here however racking my brain from 4 months ago is difficult to say the least but I’ll try.

          Honestly, if you screwed them up too badly my first suggestion (and your NOT going to like it) is a complete re-install. To get my server “straight” I re-installed about 4 times. Each time was better than the last based on lessons learned and once I got to a “known-good” configuration I performed a Super Duper image back-up. I have these images all the way back to the beginning. I have performed them ALWAYS before upgrading to a new release of Lion which is currently 10.7.3.

          Regarding the spotlight ACL’s, I don’t believe you “can” create them manually. If I remember correctly I tried that to no avail. Deleting the shares and recreating them DID work for me and I honestly have no idea why they don’t for you. As you said tho … Sounds like you messed up pretty bad.

          I used a program called BatMod to “fix” permissions because in my experience the utility built into the Server app is worthless. I also used a new finder called PathFinder (30 day trial) just to set ownership which unfortunately isn’t’ available in BatMod.

          Lastly and I know none of this has really been any help, my notes state:

          To add “spotlight” permissions back into a share remove the share in the file sharing panel and then re-add it.

          I know you tried but it certainly worked for me. Good Luck!

  • Anonymous

    Great writeup!
    What about playing media using an Xbox 360 or PS3 or even a WD TV Live Plus?  Wondering if those devices can connect to Lion Server.

    • http://www.facebook.com/cgivant Craig Givant

      As long as your media “server” is DLNA capable the Xbox and PS3 should “see” it, I have no experience with the WD. 

      I wrote in a post above that I am considering PLEX but I don’t know if it serves up it’s library in DLNA format. It’s worth checking into.

  • Jake Sanders

    Hello Terry,

    I’d like to say, that this series is very well written and informative, and will be very useful to me if I decide to go with lion server. So thank you very much in advance.

    However, I still have MANY questions, and I would be very grateful if you or other people could help me out with some of them before I commit to buying. ( In theory I would be using a mac mini server that would be running full time, and not used for anything else)

    1. Can I connect a printer to one of the macs on the network or directly to the server, and use it from other macs and ios devices?

    2. Can I use the server as a ‘media hub’, and stream videos and other content to other computers. And if so, how would it be done? can it be done without using internet? Can the client macs access any part of the server hdd, or only the shared folder on the server?

    3. Relating to above, Can I stream media directly from the server to an apple TV? Or would I just have to airplay it from one of the macs?

    4. What makes a server work faster and more efficiently? Does ram really have any affect on how fast a server runs? (if it is a dedicated server). And also, can I merge the two hdds in the mini? 

    5. Even if I close the server app on the mac mini, will the server still function? Or will it simply act as a normal mac? So in short, are there background processes running the server and server.app is just the preferences, or is server.app actually the server process?

    6. Can I use server to keep macs in *almost* complete sync? For instance, I have a macbook pro, with 160gb of storage, and an iMac with 500gb of storage. As of now, I don’t keep any big videos or games on my macbook pro, as it’s tight enough on space already. However, I still want both computers to both be in complete sync, as well as the server computer to be in sync as well. (Eg I make a document on the desktop of my macbook pro, it syncs to my iMac’s desktop, and the server’s desktop as well. ) And they all  should have the same applications and media as well, except for a few items such as large movies and games which I specify to not sync to the macbook pro. Also, can I chose when they synchronise, or is it automatic? or a combination?

    7. Relating to question 6, I know that if I take the macbook pro home and it connects to my home network, it can sync,  (as your series states) however, I would like to know if I can synchronise over the internet at other locations ( similarly to the document example above, but over the internet instead), or pull things from the server (Files saved on the server or other macs) to my macbook pro. 

    Thank-you so much, I really appreciate your time
    Jake Sanders

    • Ajburnel

      5. You can close the server app, you dont even need to log in. I run mine headless and scheduled to turn off at night and on in morning.

      6. You can select what to and not to sync, and can specify how often to sync, and whether to sync on login and/or logout. You could store big files on a network share that is not synced, but available to both accounts.

      7. It will sync wherever you are over the net if you follow this guide. It may be quite slow depending on your upload speed though, i have adsl2 with 8mb download but upload only 512k.

      Hope this helps
      Andrew

      • Jake Sanders

        Thanks a lot Ajburnel!

    • Dave

      1, Yes – lion Server doesn’t have print server functionality like it’s forbears did, but you can still share a printer at the OS level. Not sure about what level of control you have over the subsequent setup though. There is software available to extend the functionality to iOS devices too (such as Printopia)

      2, Sure – set up iTunes Home Sharing on the server and all the client machines and you should be able to access the library on the server from any other machine set up with the same Apple ID

      3, See 2 above – you can do the same here (and other iOS devices too)

      4, You can set up software RAID across the two discs in the Mini. As for the faster and more efficiently question. Just bear in mind RAID is *not* a backup :)   – well the more RAM the better as a general rule. Any eye-candy you can turn off will give small benefits too. Server.App I *think* gives you an option to prioritise server functionality over normal desktop operation – not something to be recommended if its a normal-use machine that has server functionality bolted on, but worth setting if its a dedicated box.

  • Bret

    Awesome series, I can’t wait for the next post. I have found this on Amazon http://www.amazon.com/Apple-MC936LL-Server-NEWEST-VERSION/dp/B004YLCO64/ref=pd_cp_e_4
      and I think that will be the direction , I need backup for my MacBook Pro like yesterday as I use it for pro video production. We’re about as mixed household as it gets, 3 PC laptops,  MacBook, iOSs,  my evil master plan to phase out all PCs to Macs will take time so I will continue to run home server in parallell, plus the Home Server plays well with my XBOX. I have not upgraded to HS 2011 yet, only reason to do so would be  that Live Mesh will run on 2011 from what I can tell, and that would be a great interim synching solution from my mac to my server but after reading this, I think I’ll let my Mac play with Mac friends while giving me a new server toy to play with on my favorite Platform, plus that Mac mini will fit in my entertainment area beautifully, add a Thunderbolt device as a bonus and should be good to go

  • Philip Orr

    For those with file sharing issues between Macs and PCs, Apple has just went Gold Master for 10.7.2. We’re hoping this will solve a large number of issues for Lion Server. Full download should be our very soon.

  • Marchel

    Great !!
    Now waiting for ” How to add second domain name” in LION Server” 

    • http://www.wegotserved.com Terry Walsh

      Not a home server scenario, really, so won’t be covered.

  • Anonymous

    I’m building up a Lion server from an early intel MacMini.  I want to leave all the system stuff on the system disk and put all the user files on the second disk.  I can’t get the Groups sharepoint to work however.

    I unshared the Groups folder and the Users folder from the system disk.  I easily created a Users directory on the second disk and it happily allows users to create their home folder automatically on login.  However I cannot get the Groups folder on the second disk to be recognized such that shared folders are created when I click the arrow in the Groups Setup pane.

    I’ve set the same permissions for the new Groups folder as were on the old Groups folder and it does appear on the File Sharing pane named Groups.

    If I manually create the individual group’s folder in the Groups folder, with appropriate permissions it shares amongst the group fine but it doesn’t auto mount.

    Putting the user data on the second drive on a mini server seems to make the most sense when it comes to taking advantage of this space.

    I’m very puzzled by this and I thank you in advance for a advice you can offer…   Lionel

  • Damski

    Hi all,

    Great to find this tutorial.

    I have done all necessary steps for sharing folders, however when I log in ( with OS 10.7.2 ) with an user account I can see Groups, Public, Users and Administrator folder but not the ones I am sharing with that user. Can someone tell me what I should check ? 

    • Macdams

      Me again,

      Just checked that I can not share folders from an external USB HD but sharing folders from a Local HD ( I am using a MacMini Server with 2 HDs ) works. There is no way to use external HD for sharing folders ???

  • Jason Cunningham

    Excellent series on setting up a home server using OS X Lion server — especially for those of us who haven’t (ever) setup any type of server.  Still working through my home setup, but, thanks to Terry’s patient and clear instructions, the calendars and address book entries that we used to share across machines and users via MobileMe are up and running from our own server.  
    A commonly shared iCloud account might have allowed us to achieve that, but all of the other Server features that we can now implement make this a very enticing (and somewhat overwhelming) choice.  
    Will keep watching this thread with the anticipation of future updates. Thanks again!

    • http://www.wegotserved.com Terry Walsh

      Thanks for the feedback – it’s a massive cliche, but it really does make putting in the work all worthwhile, Really happy to see you’re making use of the guide.

  • Andrew Lindsay

    I’ve mirrored the dual 500 Gb drives in my MacMini Server (now running Lion Server) and added an external Promise DS4600 3 Tb RAID.
    Now where’s the best place to put the home folders for my family/users?
    There are four of us and we each have lots of photos and music. If I put the Users home directories on the RAID, then the 500 Gb in the MacMini goes unused, but if I put the Users home folders in the MacMini, they’ll outgrow the space there.
    Is there anywhere to use symlinks or something to “combine” the MacMini 500 500 Gb and the 3 Tb Promise RAID space?
    Or do I just have to give up on using the MacMini 500 Gb space?

  • Peas0003

    Is there a way to emulate the Microsoft “Offline Folders/Files” feature?

  • Fernando Delfim Rocha Vieira

    Hi,

    this Sunday a friend ask me to help hum with a problem on is Man Mini Server. He has a small office and uses the mini server to share a public folder to all his employees.

    Everyone that creates a file, saves it to the public folder at the mini mac.

    That problem is that, who creates the file owns it and remains with read-only permissions to everyone else. The owner has to change the file permission in order to the rest of the employees can work on it.

    I do not know mac arquitecture, I only work with windows and linux, but i suspect the principles are the same.

    We try to create another folder , and share it, but it happens the same. Have you any ideas on what is wrong?

    I suspect it has anything to do with de file Sharing at the mini mac, but it has read and write permissions for everyone.

    Thanks for your help.

    kind regards
    Fernando

  • Mati007

    I recently installed Lion Server a bought a Drobo FS. I would like to set up the Home Folders for some of my users on the Drobo but I can’t map it, and therefor I can’t even share the Drobo FS with my users. What am I missing?  Thanks