Creating a new SVM with a CIFS volume and share

You can use a wizard that guides you through the process of creating a new storage virtual machine (SVM), configuring Domain Name System (DNS), creating a data logical interface (LIF), configuring a CIFS server, and creating and sharing a volume.

Before you begin

Procedure

  1. Navigate to the SVMs window.
  2. Click Create.
  3. In the Storage Virtual Machine (SVM) Setup dialog box, create the SVM:
    1. Specify a unique name for the SVM.
      The name must either be a fully qualified domain name (FQDN) or follow another convention that ensures unique names across a cluster.
    2. Select all the protocols that you have licenses for and that you will eventually use on the SVM, even if you do not want to configure all the protocols immediately.
      If NFS access is required eventually, you must select NFS now so that CIFS and NFS clients can share the same data LIF.
    3. Keep the default language setting, C.UTF-8.
      Note: If you support international character display in both NFS and SMB/CIFS clients, consider using the UTF8MB4 language code, which is available beginning with ONTAP 9.5.
      This language is inherited by the volume that you create later, and a volume's language cannot be changed.
    4. Optional: Select the root aggregate to contain the SVM root volume.
      The aggregate that you select for the root volume does not determine the location of the data volume. The aggregate for the data volume is selected automatically when you provision storage in a later step.

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    5. Optional: In the DNS Configuration area, ensure that the default DNS search domain and name servers are the ones that you want to use for this SVM.

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    6. Click Submit & Continue.
    The SVM is created, but protocols are not yet configured.
  4. In the Data LIF Configuration section of the Configure CIFS/NFS protocol page, specify the details of the LIF that clients will use to access data:
    1. Assign an IP address to the LIF automatically from a subnet you specify or manually enter the address.
    2. Click Browse and select a node and port that will be associated with the LIF.

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  5. In the CIFS Server Configuration section, define the CIFS server and configure it to access the AD domain:
    1. Specify a name for the CIFS server that is unique in the AD domain.
    2. Specify the FQDN of the AD domain that the CIFS server can join.
    3. If you want to associate an organizational unit (OU) within the AD domain other than CN=Computers, enter the OU.
    4. Specify the name and password of an administrative account that has sufficient privileges to add the CIFS server to the OU.
    5. If you want to avoid unauthorized access to all the shares on this SVM, select the option to encrypt data using SMB 3.0.

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  6. Create a volume for CIFS/SMB access and provision a share on it:
    1. Name the share that CIFS/SMB clients will use to access the volume.
      The name you enter for the share will also be used as the volume name.
    2. Specify a size for the volume.

      Screenshot of the area where you configure the CIFS share
    You do not have to specify the aggregate for the volume because it is automatically located on the aggregate with the most available space.
  7. Optional: Restrict access to the share by modifying the share ACL:
    1. In the Permission field, click Change.
    2. Select the Everyone group, and click Remove.
    3. Optional: Click Add, and enter the name of an administrator group defined in the Windows Active Directory domain that includes the SVM.
    4. Select the new administrator group, and then select Full Control.
    5. Click Save and Close.
  8. Click Submit & Continue.
    The following objects are created:
    • A data LIF named after the SVM with the suffix _cifs_lif1
    • A CIFS server that is part of the AD domain
    • A volume that is located on the aggregate with the most available space and has a name that matches the name of the share and ends in the suffix _CIFS_volume
    • A share on the volume
  9. For all other protocol configuration pages that are displayed, click Skip and configure the protocol later.
  10. When the SVM Administration page is displayed, configure or defer configuring a separate administrator for this SVM:
    • Click Skip and configure an administrator later if required.
    • Enter the requested information and then click Submit & Continue.
  11. Review the Summary page, record any information you might require later and then click OK.
    The DNS administrator needs to know the CIFS server name and the IP address of the data LIF. Windows clients need to know the names of the CIFS server and the share.

Result

A new SVM is created with a CIFS server containing a new volume that is shared.