Small Business Server 2003 – Migrating from SBS 2000 (or other versions of Windows) David OvertonAlex Stanier Partner Technical Specialist Consultant Microsoft LtdIT4
Agenda Overview Microsoft ® Windows ® Small Business Server (SBS) 2003 limitations What SBS 2003 setup delivers Setup requirements Checks Upgrade Process Migration Process summary Additional information
Overview Setup is composed of many different scenarios, including: Clean installation Upgrade from SBS 2000/SBS 2003 Standard/SBS 2003 eval/SBS 2003 NFR Upgrade of Windows 2000/Windows Server 2003 Standard Migration from SBS 4.5/SBS 2000/SBS 2003 Migration from SBS 2003 to full products
Overview (continued) Well be covering: In-place upgrade Migration process Setup includes three distinct phases: Operating system installation/upgrade Integrated setup To Do List
Windows Server 2003 Windows 2000 Windows NT Windows Server 2003 Family
Simple to Use Simple to Manage Simple to Install Windows Small Business Server 2003 Simple to Use Simple to Manage Simple to Install
Simple to Use Anywhere Anytime Access: Remote Web Workplace enables access to your workplace through a browser Enhanced Productivity & Collaboration: Windows SharePoint Team Services provides truly out-of-the-box intranet solution Great collaboration & Support for Mobile Devices Including Pocket PCs and Smart Devices Simple to Use
Simple to Manage Complete Backup: Backup Configuration Wizard help you avoid data catastrophes Simplified Task-Based Management makes it easy to perform your most common network management tasks Improved Monitoring Tools & Usage Reports enable you to focus on your business not your business technology Simple to Manage
Simple to Install Full OEM Pre-Installation means Windows Small Business Server 2003 is ready to run, straight out-of-the-box Simplified Web-Based Client Configuration, including Peer- to-Peer Profile Migration, allows migrating desktop settings as you add clients Online License Activation means you no longer have to deal with floppy disks for client setup Simple to Install
Which route to choose MigrateUpgrade Windows NT4 SBS 4.5 Windows 2000 SBS 2000 Windows 2003
Which route to choose Upgrade Simple to perform No migration process Users do not need to change credentials Domain and system names do not need to change Migration Easy to revert to old system in case of issues Opportunity to re-organise Agents help manage changes to users
SBS 2003 Limitations Must be the root of the Active Directory ® forest Only one SBS server per domain Only one Dynamic Host Configuration Protocol (DHCP) server per domain Trusts are disabled (except some during migration) Terminal Services in Application Sharing mode is not included (Remote Administration is available)
What Setup manages for you Local network adapter NTFS-formatted system drive Active Directory DNS DHCP and Windows Internet Name Service (WINS) Internet Information Services (IIS) Routing and Remote Access Service Microsoft Exchange Windows SharePoint Services
Note: The final configuration of the server is not truly completed until the To Do List items are completed.
Setup Requirements Checks Preliminary checks: Beta version upgrade Backup warning for upgrades Application and suite checks: No upgrade from the following operating systems: Windows NT ® 4.0 Windows 2000 Advanced Server, Datacenter Server Windows Server 2003 Enterprise Edition, Datacenter Edition Any client OS Non-RTM build of Windows 2000/Windows Server 2003 Windows 2000 pre-SP3
Application and Suite Checks No upgrade from the following suites: SBS 4.x and any BOS suite SBS 2000 earlier than SBS SP1 Application upgrade requirements Blocked upgrade: Exchange 5.5 Exchange 2000 earlier than SP3 Proxy 2.0 SharePoint Team Services or Windows SharePoint Services ISA earlier than SP1 and without tISA Server 2000 required updates for Windows Server 2003 package ( Running ISA Server on Windows Server 2003) ISA earlier than SP1 and without the ISA Server 2000 required updates for Windows Server 2003 package ( Running ISA Server on Windows Server 2003) SQL Server 6.5 or SQL Server 7.0 SQL Server 2000 earlier than SP3 Terminal Services Application Mode Upgrade warning: Modem sharing (will be uninstalled)
Hardware and Software Requirements Blocking: RAM < 256 MB No enabled network cards (not including Microsoft Loopback) No TCP/IP installed Networking Properties page is open Installing on FAT partition Add/Remove Windows Components page (Sysocmgr.exe) is open Internet Connection Sharing is enabled Certificate Services are installed in workgroup mode Terminal Services are installed in Application Sharing mode Windows 2000 Administration Tools (Adminpak.msi) are installed Remote storage is installed
Hardware and Software Requirements (continued) Warning: More than two physical processors Will allow up to four logical processors if CPUs have hyperthreading enabled No default Web site found (w3svc/1/root) RAM < 384 MB Information: Video Resolution < 800×600×32 Network cards = 1 More than 100 MB of unformatted partition space
Setup Requirements (continued) Licensing checks Blocking: From Windows 2000/Windows Server 2003 and more than five client access licenses (CALs) Warning: Upgrade from SBS 2000 and more than five CALs Not in Per Server licensing mode
Setup Requirements (continued) Domain checks Blocking: Not root of the forest More than two SBS servers on same forest Two SBS servers can co-exist for limited period of time. Windows NT 4.0 backup domain controllers (BDCs) TrustsWarning: Non-standard computer or NetBIOS name Standard Char Set: A-Z, 0-9, -
Upgrade Process Simple process for users Not a clean install No re-organisation possibilities Best to follow Whitepaper at: Small Business Server /sbs/2003/plan/gsg/chptr3b.mspx /sbs/2003/plan/gsg/chptr3b.mspx /sbs/2003/plan/gsg/chptr3b.mspx Small Business Server 2003 or Server sbs/2003/plan/gsg/chptr3c.mspx sbs/2003/plan/gsg/chptr3c.mspx sbs/2003/plan/gsg/chptr3c.mspx
Upgrade Steps Check if schema update is necessary Prepare Adprep.exe to work Check IIS settings Check licensing Prepare unattended upgrade information Chain the SBS setup Run Bosprep.exe
Setup Requirements This screen is only shown if there is a suite requirement or suite recommendation that has not been met.
Product Key Information The user must only enter the Product Key for SBS one time. Outlook ® Product Key will be integrated into the setup. The SBS and the Outlook Product Key will be shown in the following cases: Upgrade from SBS Upgrade from Windows 2000 Server or Windows Server 2003 Standard. Upgrade from time bombed to standard. Not shown in maintenance mode.
Internal Domain Information Screen This screen is only shown if the computer is not currently a domain controller. This screen will no longer be shown in maintenance mode.
Local Network Adapter Information This screen is only shown if there is more than one network adapter. User can select which network card will be used on the LAN.
External DHCP or Routable IP Warning Messages
Client Networking Configuration This screen is only shown if the user entered a routable IP address on the Local Network Adapter Configuration Screen.
Component Selection New feature: Available disk space is dynamically updated.
Continue Setup Icon
The To Do List
Migrating More effort than in-place Upgrade Great if new hardware is required Best to follow Whitepaper at:
Process Overview Prepare for the Migration. Prepare Client Computers Begin the Migration Configure the SBS 2003 Server Configure Client Computers Finish the Migration
Migration Requirements Internal domain names for servers must be different Server names (NETBIOS) must be different The source server will be decommissioned, so services such as DHCP will be offered by new server Migration uses ADMT and Exchange Migration Wizard (which means manual export of mailbox rules, Admin mailbox and public folders) Custom settings on new server have to be setup by hand DNS must be running on both systems during migration
Prepare for Migration Ensure the source server is running the latest service packs Back up the source server Collect system necessary information Export public folders, Administrator account mailbox and rules Disable DHCP on old system Install SBS 2003 on destination Server Complete up to network setup Notify users that they must log off of the domain.
Prepare Client Computers Export mail rules Remove personal firewalls Remove shared modem client (SBS) Remove ISA client if not using ISA 2000 on new server Release & renew DHCP addresses Delete any SBS specific links from desktop and IE Delete SBS faxes or printers
Computer Migration Tools For clients computers running an O/S of: Windows NT Workstation 4.0 or a member server running Windows NT Server 4.0 Windows 2000 Professional or Server Windows XP Professional, Windows Server 2003 Use ADMT to migrate users, groups and computers For client computers running an O/S of: Windows 95, Windows 98, or Windows Millennium Edition You manually configure See Whitepaper - Step 6. Configure Client Computers.
Begin the Migration Configure DNS forwarders on the old and new servers Install and configure ADMT Migrate user, group, and computer accounts Update mail quota on new server Migrate Exchange mailboxes Move shared folders, application data Migrate any SQL Server databases
Configure the SBS 2003 Server Assign user accounts to a Windows Small Business Server 2003 template Deploy applications to the client computers Completing the Management Tasks on the To Do List Apply custom settings from the old server Finish Exchange migration
Configure Client Computers Log in Let applications load Set and proxy settings
Finish Migration Remove permissions that were necessary for the migration Uninstall ADMT You also configure password policies Verifying that all necessary data and settings were migrated Retire the old server
Additional Information Release Notes found on CD #1. Getting Started guide known issues for Windows Small Business Server 2003, see the Release Notes at For the latest information about Windows Small Business Server 2003, see