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Merge pull request #302579 from codefinite-vri/main
AFS Built-in Roles + Dedup Updates
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articles/storage/file-sync/file-sync-deployment-guide.md

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@@ -32,7 +32,8 @@ We strongly recommend that you read [Planning for an Azure Files deployment](../
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- Windows Server 2012 R2: [KB5021653](https://support.microsoft.com/topic/kb5021653-out-of-band-update-for-windows-server-2012-r2-november-17-2022-8e6ec2e9-6373-46d7-95bc-852f992fd1ff)
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- Windows Server 2016: [KB5040562](https://support.microsoft.com/topic/kb5040562-servicing-stack-update-for-windows-10-version-1607-and-server-2016-july-9-2024-281c97b9-c566-417e-8406-a84efd30f70c)
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- Windows Server 2019: [KB5005112](https://support.microsoft.com/topic/kb5005112-servicing-stack-update-for-windows-10-version-1809-august-10-2021-df6a9e0d-8012-41f4-ae74-b79f1c1940b2) and [KB5040430](https://support.microsoft.com/topic/july-9-2024-kb5040430-os-build-17763-6054-0bb10c24-db8c-47eb-8fa9-9ebc06afa4e7)
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5. **Optional**: If you intend to use Azure File Sync with a Windows Server Failover Cluster, the **File Server for general use** role must be configured prior to installing the Azure File Sync agent on each node in the cluster. For more information on how to configure the **File Server for general use** role on a Failover Cluster, see [Deploying a two-node clustered file server](/windows-server/failover-clustering/deploy-two-node-clustered-file-server).
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5. The administrator registering the server and creating the cloud endpoint must be a member of the management roles [Azure File Sync Administrator](/azure/role-based-access-control/built-in-roles/storage#azure-file-sync-administrator), Owner or Contributor for the given Storage Sync Service. This can be configured under Access Control (IAM) in the Azure portal for the Storage Sync Service.
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6. **Optional**: If you intend to use Azure File Sync with a Windows Server Failover Cluster, the **File Server for general use** role must be configured prior to installing the Azure File Sync agent on each node in the cluster. For more information on how to configure the **File Server for general use** role on a Failover Cluster, see [Deploying a two-node clustered file server](/windows-server/failover-clustering/deploy-two-node-clustered-file-server).
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> [!NOTE]
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> The only scenario supported by Azure File Sync is Windows Server Failover Cluster with Clustered Disks. See [Failover Clustering](file-sync-planning.md#failover-clustering) for Azure File Sync.
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- [Create a file share](../files/storage-how-to-create-file-share.md?toc=/azure/storage/filesync/toc.json) for a step-by-step description of how to create a file share.
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2. The following **storage account** settings must be enabled to allow Azure File Sync access to the storage account:
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- **SMB security settings** must allow **SMB 3.1.1** protocol version, **NTLM v2** authentication and **AES-128-GCM** encryption. To check the SMB security settings on the storage account, see [SMB security settings](../files/files-smb-protocol.md#smb-security-settings).
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- **Allow storage account key access** must be **Enabled**. To check this setting, navigate to your storage account and select **Configuration** under the **Settings** section.
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3. At least one supported instance of **Windows Server** to sync with Azure File Sync. For more information about supported versions of Windows Server and recommended system resources, see [Windows file server considerations](file-sync-planning.md#windows-file-server-considerations).
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4. The following Windows updates must be installed on the **Windows Server**:
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- **Allow storage account key access** must be **Enabled**. To check this setting, navigate to your storage account and select **Configuration** under the **Settings** section.
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3. The administrator registering the server and creating the cloud endpoint must be a member of the management roles [Azure File Sync Administrator](/azure/role-based-access-control/built-in-roles/storage#azure-file-sync-administrator), Owner or Contributor for the given Storage Sync Service. This can be configured under Access Control (IAM) in the Azure portal for the Storage Sync Service.
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4. At least one supported instance of **Windows Server** to sync with Azure File Sync. For more information about supported versions of Windows Server and recommended system resources, see [Windows file server considerations](file-sync-planning.md#windows-file-server-considerations).
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5. The following Windows updates must be installed on the **Windows Server**:
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- Windows Server 2012 R2: [KB5021653](https://support.microsoft.com/topic/kb5021653-out-of-band-update-for-windows-server-2012-r2-november-17-2022-8e6ec2e9-6373-46d7-95bc-852f992fd1ff)
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- Windows Server 2016: [KB5040562](https://support.microsoft.com/topic/kb5040562-servicing-stack-update-for-windows-10-version-1607-and-server-2016-july-9-2024-281c97b9-c566-417e-8406-a84efd30f70c)
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- Windows Server 2019: [KB5005112](https://support.microsoft.com/topic/kb5005112-servicing-stack-update-for-windows-10-version-1809-august-10-2021-df6a9e0d-8012-41f4-ae74-b79f1c1940b2) and [KB5040430](https://support.microsoft.com/topic/july-9-2024-kb5040430-os-build-17763-6054-0bb10c24-db8c-47eb-8fa9-9ebc06afa4e7)
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5. **Optional**: If you intend to use Azure File Sync with a Windows Server Failover Cluster, the **File Server for general use** role must be configured prior to installing the Azure File Sync agent on each node in the cluster. For more information on how to configure the **File Server for general use** role on a Failover Cluster, see [Deploying a two-node clustered file server](/windows-server/failover-clustering/deploy-two-node-clustered-file-server).
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6. **Optional**: If you intend to use Azure File Sync with a Windows Server Failover Cluster, the **File Server for general use** role must be configured prior to installing the Azure File Sync agent on each node in the cluster. For more information on how to configure the **File Server for general use** role on a Failover Cluster, see [Deploying a two-node clustered file server](/windows-server/failover-clustering/deploy-two-node-clustered-file-server).
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> [!NOTE]
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> The only scenario supported by Azure File Sync is Windows Server Failover Cluster with Clustered Disks. See [Failover Clustering](file-sync-planning.md#failover-clustering) for Azure File Sync.
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6. PowerShell 5.1 or PowerShell 6+. You may use the Az PowerShell module for Azure File Sync on any supported system, including non-Windows systems, however the server registration cmdlet must always be run on the Windows Server instance you're registering (you can do this directly or via PowerShell remoting). On Windows Server 2012 R2, verify that you're running at least PowerShell 5.1.\* by looking at the value of the **PSVersion** property of the **$PSVersionTable** object:
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7. PowerShell 5.1 or PowerShell 6+. You may use the Az PowerShell module for Azure File Sync on any supported system, including non-Windows systems, however the server registration cmdlet must always be run on the Windows Server instance you're registering (you can do this directly or via PowerShell remoting). On Windows Server 2012 R2, verify that you're running at least PowerShell 5.1.\* by looking at the value of the **PSVersion** property of the **$PSVersionTable** object:
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```powershell
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$PSVersionTable.PSVersion
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PowerShell 6+ can be used with any supported system and can be downloaded via its [GitHub page](https://github.com/PowerShell/PowerShell#get-powershell).
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7. If you have opted to use PowerShell 5.1, ensure that at least .NET 4.7.2 is installed. Learn more about [.NET Framework versions and dependencies](/dotnet/framework/migration-guide/versions-and-dependencies) on your system.
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8. If you have opted to use PowerShell 5.1, ensure that at least .NET 4.7.2 is installed. Learn more about [.NET Framework versions and dependencies](/dotnet/framework/migration-guide/versions-and-dependencies) on your system.
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> [!IMPORTANT]
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> If you're installing .NET 4.7.2+ on Windows Server Core, you must install with the `quiet` and `norestart` flags, or the installation will fail. For example, if installing .NET 4.8, the command would look like the following:
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> ```PowerShell
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> Start-Process -FilePath "ndp48-x86-x64-allos-enu.exe" -ArgumentList "/q /norestart" -Wait
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> ```
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8. The Az PowerShell module, which can be installed by following the instructions here: [Install and configure Azure PowerShell](/powershell/azure/install-azure-powershell).
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9. The Az PowerShell module, which can be installed by following the instructions here: [Install and configure Azure PowerShell](/powershell/azure/install-azure-powershell).
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> [!NOTE]
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> The Az.StorageSync module is now installed automatically when you install the Az PowerShell module.
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- [Create a file share](../files/storage-how-to-create-file-share.md?toc=/azure/storage/filesync/toc.json) for a step-by-step description of how to create a file share.
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2. The following **storage account** settings must be enabled to allow Azure File Sync access to the storage account:
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- **SMB security settings** must allow **SMB 3.1.1** protocol version, **NTLM v2** authentication and **AES-128-GCM** encryption. To check the SMB security settings on the storage account, see [SMB security settings](../files/files-smb-protocol.md#smb-security-settings).
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- **Allow storage account key access** must be **Enabled**. To check this setting, navigate to your storage account and select Configuration under the Settings section.
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3. At least one supported instance of **Windows Server** to sync with Azure File Sync. For more information about supported versions of Windows Server and recommended system resources, see [Windows file server considerations](file-sync-planning.md#windows-file-server-considerations).
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4. The following Windows updates must be installed on the **Windows Server**:
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- **Allow storage account key access** must be **Enabled**. To check this setting, navigate to your storage account and select Configuration under the Settings section.
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3. The administrator registering the server and creating the cloud endpoint must be a member of the management roles [Azure File Sync Administrator](/azure/role-based-access-control/built-in-roles/storage#azure-file-sync-administrator), Owner or Contributor for the given Storage Sync Service. This can be configured under Access Control (IAM) in the Azure portal for the Storage Sync Service.
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4. At least one supported instance of **Windows Server** to sync with Azure File Sync. For more information about supported versions of Windows Server and recommended system resources, see [Windows file server considerations](file-sync-planning.md#windows-file-server-considerations).
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5. The following Windows updates must be installed on the **Windows Server**:
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- Windows Server 2012 R2: [KB5021653](https://support.microsoft.com/topic/kb5021653-out-of-band-update-for-windows-server-2012-r2-november-17-2022-8e6ec2e9-6373-46d7-95bc-852f992fd1ff)
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- Windows Server 2016: [KB5040562](https://support.microsoft.com/topic/kb5040562-servicing-stack-update-for-windows-10-version-1607-and-server-2016-july-9-2024-281c97b9-c566-417e-8406-a84efd30f70c)
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- Windows Server 2019: [KB5005112](https://support.microsoft.com/topic/kb5005112-servicing-stack-update-for-windows-10-version-1809-august-10-2021-df6a9e0d-8012-41f4-ae74-b79f1c1940b2) and [KB5040430](https://support.microsoft.com/topic/july-9-2024-kb5040430-os-build-17763-6054-0bb10c24-db8c-47eb-8fa9-9ebc06afa4e7)
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5. **Optional**: If you intend to use Azure File Sync with a Windows Server Failover Cluster, the **File Server for general use** role must be configured prior to installing the Azure File Sync agent on each node in the cluster. For more information on how to configure the **File Server for general use** role on a Failover Cluster, see [Deploying a two-node clustered file server](/windows-server/failover-clustering/deploy-two-node-clustered-file-server).
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6. **Optional**: If you intend to use Azure File Sync with a Windows Server Failover Cluster, the **File Server for general use** role must be configured prior to installing the Azure File Sync agent on each node in the cluster. For more information on how to configure the **File Server for general use** role on a Failover Cluster, see [Deploying a two-node clustered file server](/windows-server/failover-clustering/deploy-two-node-clustered-file-server).
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> [!NOTE]
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> The only scenario supported by Azure File Sync is Windows Server Failover Cluster with Clustered Disks. See [Failover Clustering](file-sync-planning.md#failover-clustering) for Azure File Sync.
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6. [Install the Azure CLI](/cli/azure/install-azure-cli)
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7. [Install the Azure CLI](/cli/azure/install-azure-cli)
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If you prefer, you can also use Azure Cloud Shell to complete the steps in this tutorial. Azure Cloud Shell is an interactive shell environment that you use through your browser. Start Cloud Shell by using one of these methods:
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- Select the **Cloud Shell** button on the menu bar at the upper right corner in the [Azure portal](https://portal.azure.com)
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7. Sign in.
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8. Sign in.
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Sign in using the [az login](/cli/azure/reference-index#az-login) command if you're using a local install of the CLI.
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Follow the steps displayed in your terminal to complete the authentication process.
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8. Install the [az filesync](/cli/azure/storagesync) Azure CLI extension.
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9. Install the [az filesync](/cli/azure/storagesync) Azure CLI extension.
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```azurecli
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az extension add --name storagesync
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The installed extension 'storagesync' is experimental and not covered by customer support. Please use with discretion.
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```
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9. Although cloud management can be done with the Azure CLI, advanced registered server functionality is provided through PowerShell cmdlets that are intended to be run locally in either PowerShell 5.1 or PowerShell 6+. On Windows Server 2012 R2, you can verify that you are running at least PowerShell 5.1.\* by looking at the value of the **PSVersion** property of the **$PSVersionTable** object:
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10. Although cloud management can be done with the Azure CLI, advanced registered server functionality is provided through PowerShell cmdlets that are intended to be run locally in either PowerShell 5.1 or PowerShell 6+. On Windows Server 2012 R2, you can verify that you are running at least PowerShell 5.1.\* by looking at the value of the **PSVersion** property of the **$PSVersionTable** object:
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```powershell
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$PSVersionTable.PSVersion
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> [!NOTE]
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> Server registration uses your Azure credentials to create a trust relationship between the Storage Sync Service and your Windows Server. Subsequently, the server creates and uses its own identity that is valid as long as the server stays registered and the current Shared Access Signature (SAS) token is valid. A new SAS token can't be issued to the server once the server is unregistered, thus removing the server's ability to access your Azure file shares, stopping any sync.
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The administrator registering the server must be a member of the management roles **Azure File Sync Administrator**, **Owner** or **Contributor** for the given Storage Sync Service. This can be configured under **Access Control (IAM)** in the Azure portal for the Storage Sync Service.
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The administrator registering the server must be a member of the management roles **[Azure File Sync Administrator](/azure/role-based-access-control/built-in-roles/storage#azure-file-sync-administrator)**, **Owner** or **Contributor** for the given Storage Sync Service. This can be configured under **Access Control (IAM)** in the Azure portal for the Storage Sync Service.
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It's also possible to differentiate administrators able to register servers from those allowed to also configure sync in a Storage Sync Service. To do this, you must create a custom role where you list the administrators that are only allowed to register servers and give your custom role the following permissions:
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> [!IMPORTANT]
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> You can make changes to any cloud endpoint or server endpoint in the sync group and have your files synced to the other endpoints in the sync group. If you make a change to the cloud endpoint (Azure file share) directly, changes first need to be discovered by an Azure File Sync change detection job. A change detection job is initiated for a cloud endpoint only once every 24 hours. For more information, see [Azure Files frequently asked questions](../files/storage-files-faq.md?toc=/azure/storage/filesync/toc.json#afs-change-detection).
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The administrator creating the cloud endpoint must be a member of the management role **Azure File Sync Administrator** or **Owner** for the storage account that contains the Azure file share the cloud endpoint is pointing to. Configure this under **Access Control (IAM)** in the Azure portal for the storage account.
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The administrator creating the cloud endpoint must be a member of the management role **[Azure File Sync Administrator](/azure/role-based-access-control/built-in-roles/storage#azure-file-sync-administrator)** or **Owner** for the storage account that contains the Azure file share the cloud endpoint is pointing to. Configure this under **Access Control (IAM)** in the Azure portal for the storage account.
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# [Portal](#tab/azure-portal)
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