Creating a Location for SMB - AWS DataSync

Creating a Location for SMB

When you use a location in a task, you configure it as the source or destination location. DataSync supports the SMB 2.1 and SMB 3 protocols. DataSync authenticates by using a user name and a password that you provide. This user can be a local user on your Windows File Server, or it can be a domain user defined in your Active Directory.

If the user is a domain user defined in your Active Directory, we recommend that you make this user a member of the built-in Active Directory group backup operators. Doing this helps ensure sufficient permissions to files, folders, and file metadata.

To create an SMB location

  1. Open the AWS DataSync console at https://console.aws.amazon.com/datasync/.

  2. In the navigation pane, choose Locations. The locations that you previously created appear in the list of locations.

  3. On the Locations page, choose Create location.

  4. For Location type, choose Server Message Block (SMB). You configure this location as a source or destination later.

  5. For Agents, choose the agent that you want to use. The agent connects to your self-managed SMB server and makes it easier to securely transfer data between the self-managed location and AWS.

  6. For SMB Server, provide the DNS name or IP address of the SMB server.

  7. For Share name, enter the name of the share exported by your SMB server. You can include a folder from within this share. Specify the share by using slashes, for example /path/to/folder.

    For User, enter the user who can mount the location and has the permissions to access the file share. To transfer data from or into the share you specified, DataSync needs to have permissions to read all the data or write to the share. To ensure this, we recommend that the user you configure is either a local administrator or a member of the built-in Active Directory group (Backup Operators).

  8. For Password, enter the password of the user who can mount the location and has the permissions to access the SMB file share.

  9. (Optional) Expand the Additional settings section if you want to enter values for these settings:

    • (Optional) For Domain, enter the name of the domain the user is part of.

    • (Optional) For SMB version, you can choose the SMB version to use. DataSync automatically chooses a version based on a negotiation with the SMB server. To use a specific SMB version, choose that version.

  10. (Optional) For Key and Value, enter a key and value to tag your SMB location. A tag is a key-value pair that helps you manage, filter, and search for your locations.

  11. When you are done, choose Create location.

SMB Location Settings

Following, you can find descriptions for the configuration settings for SMB locations in DataSync.

Agent

An agent is a VM that is deployed in your on-premises environment to connect to your self-managed location. An agent makes it easier to securely transfer data between the self-managed location and AWS. You can use an agent for more than one location.

If a task is using multiple agents, all the agents need to have the status Available for the task to run. If you use multiple agents for a source location, the status of all the agents must be Available for the task to run. Agents are automatically updated by AWS on a regular basis, using a mechanism that doesn't interrupt your tasks.

SMB Server

The name of the SMB server, the IP address, or DNS name of the SMB server. An agent that is installed on-premises uses this name to mount the SMB server in a network.

Share Name

The name of the share exported by your SMB server. You can include a folder from within this share. Specify the share by using slashes, for example /path/to/folder.

User

The user who can mount the location and has the permissions to access SMB file share.

Password

The password of the user who can mount the location and has the permissions to access files and folders in the SMB file share.

Domain

The name of the domain that the user is part of.

SMB Version

DataSync automatically chooses the SMB version that it uses to read from an SMB location. If you need DataSync to use a specific SMB version, use this optional parameter.

Tag

A tag is a key-value pair that helps you manage, filter, and search for your location. Adding a tag is optional. We recommend using tags for naming your resources.