© 2003 Microsoft Limited. All rights reserved.© 2003 Microsoft Limited. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summaryThis presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary..

Small Business Server Small Business Server 2003 – Migrating from SBS 2003 – Migrating from SBS 2000 2000 (or other versions of (or other versions of Windows)Windows)David OvertonDavid Overton Alex StanierAlex Stanier

Partner Technical SpecialistPartner Technical Specialist ConsultantConsultant

Microsoft LtdMicrosoft Ltd IT4IT4

AgendaAgenda

OverviewOverview

MicrosoftMicrosoft®® Windows Windows®® Small Small Business Server (SBS) 2003 Business Server (SBS) 2003 limitationslimitations

What SBS 2003 setup deliversWhat SBS 2003 setup delivers

Setup requirements ChecksSetup requirements Checks

Upgrade ProcessUpgrade Process

Migration Process summaryMigration Process summary

Additional informationAdditional information

OverviewOverview

Setup is composed of many different Setup is composed of many different scenarios, including:scenarios, including:

Clean installationClean installation

Upgrade from SBS 2000/SBS 2003 Upgrade from SBS 2000/SBS 2003 Standard/SBS 2003 eval/SBS 2003 NFRStandard/SBS 2003 eval/SBS 2003 NFR

Upgrade of Windows 2000/Windows Upgrade of Windows 2000/Windows ServerServer™™ 2003 Standard 2003 Standard

Migration from SBS 4.5/SBS 2000/SBS Migration from SBS 4.5/SBS 2000/SBS 20032003

Migration from SBS 2003 to full productsMigration from SBS 2003 to full products

Windows Server 2003Windows Server 2003Windows Server 2003Windows Server 2003Windows 2000Windows 2000Windows 2000Windows 2000Windows NTWindows NTWindows NTWindows NT

Windows Server 2003 Windows Server 2003 FamilyFamily

Simple to UseSimple to Use

Simple to Simple to ManageManage

Simple to Simple to InstallInstall

Windows Small Business Windows Small Business Server 2003Server 2003

Sim

ple

Sim

ple

to U

se to

Use

Sim

ple

Sim

ple

to Manage

to Manage

SimpleSimpleto Installto Install

Simple to UseSimple to Use

Anywhere Anytime Anywhere Anytime Access: Access: Remote Web Remote Web Workplace enables Workplace enables access to your access to your workplace through a workplace through a browserbrowser

Enhanced Productivity & Enhanced Productivity & Collaboration: Collaboration: Windows SharePoint Windows SharePoint Team Services Team Services provides truly out-of-provides truly out-of-the-box intranet the-box intranet solutionsolution

Great collaboration & Great collaboration & Support for Mobile Support for Mobile Devices Devices Including Including Pocket PCs and Pocket PCs and Smart DevicesSmart Devices

Sim

ple

Sim

ple

to U

se to

Use

Simple to ManageSimple to Manage

Complete Backup: Complete Backup: Backup Backup Configuration Wizard Configuration Wizard help you avoid data help you avoid data catastrophescatastrophesSimplified Task-Based Simplified Task-Based Management Management makes it makes it easy to perform easy to perform your most common your most common network network management tasksmanagement tasksImproved Monitoring Improved Monitoring Tools & Usage Reports Tools & Usage Reports enable you to focus enable you to focus on your business not on your business not your business your business technologytechnology

Sim

ple

Sim

ple

to Manage

to Manage

Simple to InstallSimple to Install

Full Full OEM Pre-OEM Pre-InstallationInstallation means meansWindows Small Windows Small Business Server 2003 Business Server 2003 is ready to run, is ready to run, straight out-of-the-straight out-of-the-boxboxSimplified Web-Based Simplified Web-Based Client Configuration, Client Configuration, including Peer-to-including Peer-to-Peer Profile Peer Profile Migration, allows Migration, allows migrating desktop migrating desktop settings as you add settings as you add clientsclientsOnline License Online License ActivationActivation means you means you no longer have to no longer have to deal with floppy disks deal with floppy disks for client setupfor client setup

SimpleSimpleto Installto Install

Which route to chooseWhich route to choose

Migrate Upgrade

Windows NT4

SBS 4.5

Windows 2000

SBS 2000

Windows 2003

Which route to chooseWhich route to choose

UpgradeUpgradeSimple to performSimple to perform

No migration processNo migration process

Users do not need to change credentialsUsers do not need to change credentials

Domain and system names do not need Domain and system names do not need to changeto change

MigrationMigrationEasy to revert to old system in case of Easy to revert to old system in case of issuesissues

Opportunity to re-organiseOpportunity to re-organise

Agents help manage changes to usersAgents help manage changes to users

SBS 2003 LimitationsSBS 2003 LimitationsMust be the root of the Active Must be the root of the Active DirectoryDirectory®® forest forest

Only one SBS server per domain Only one SBS server per domain

Only one Dynamic Host Configuration Only one Dynamic Host Configuration Protocol (DHCP) server per domainProtocol (DHCP) server per domain

Trusts are disabled (except some Trusts are disabled (except some during migration)during migration)

Terminal Services in Application Terminal Services in Application Sharing mode is not included (Remote Sharing mode is not included (Remote Administration is available)Administration is available)

What Setup manages for What Setup manages for youyouLocal network adapterLocal network adapter

NTFS-formatted system driveNTFS-formatted system drive

Active DirectoryActive Directory

DNS DNS

DHCP and Windows Internet Name Service DHCP and Windows Internet Name Service (WINS)(WINS)

Internet Information Services (IIS)Internet Information Services (IIS)

Routing and Remote Access ServiceRouting and Remote Access Service

Microsoft ExchangeMicrosoft Exchange

Windows SharePointWindows SharePoint™™ Services Services

Note: The final configuration of the Note: The final configuration of the server is not truly completed until the server is not truly completed until the To Do List items are completed.To Do List items are completed.

Setup Requirements Setup Requirements ChecksChecks

Preliminary checks:Preliminary checks:

Beta version upgradeBeta version upgrade

Backup warning for upgradesBackup warning for upgrades

Application and suite checks:Application and suite checks:

No upgrade from the following operating systems:No upgrade from the following operating systems:

Windows NTWindows NT®® 4.0 4.0

Windows 2000 Advanced Server, Datacenter ServerWindows 2000 Advanced Server, Datacenter Server

Windows Server 2003 Enterprise Edition, Datacenter EditionWindows Server 2003 Enterprise Edition, Datacenter Edition

Any client OSAny client OS

Non-RTM build of Windows 2000/Windows Server 2003Non-RTM build of Windows 2000/Windows Server 2003

Windows 2000 pre-SP3Windows 2000 pre-SP3

Application and Suite Application and Suite ChecksChecksNo upgrade from the following suites:No upgrade from the following suites:

SBS 4.x and any BOS suiteSBS 4.x and any BOS suite

SBS 2000 earlier than SBS SP1SBS 2000 earlier than SBS SP1

Application upgrade requirementsApplication upgrade requirementsBlocked upgrade:Blocked upgrade:

Exchange 5.5Exchange 5.5

Exchange 2000 earlier than SP3Exchange 2000 earlier than SP3

Proxy 2.0Proxy 2.0

SharePoint Team Services or Windows SharePoint ServicesSharePoint Team Services or Windows SharePoint Services

ISA earlier than SP1 and without tISA earlier than SP1 and without the ISA Server 2000 required ISA Server 2000 required updates for Windows Server 2003 package (updates for Windows Server 2003 package (331062331062 Running ISA Running ISA Server on Windows Server 2003)Server on Windows Server 2003)

SQL ServerSQL Server™™ 6.5 or SQL Server 7.0 6.5 or SQL Server 7.0

SQL Server 2000 earlier than SP3SQL Server 2000 earlier than SP3

Terminal Services Application ModeTerminal Services Application Mode

Upgrade warning:Upgrade warning:Modem sharing (will be uninstalled)Modem sharing (will be uninstalled)

Hardware and Software Hardware and Software RequirementsRequirements

Blocking:Blocking:RAM < 256 MBRAM < 256 MB

No enabled network cards (not including Microsoft No enabled network cards (not including Microsoft Loopback)Loopback)

No TCP/IP installedNo TCP/IP installed

Networking Properties page is openNetworking Properties page is open

Installing on FAT partitionInstalling on FAT partition

Add/Remove Windows Components page (Sysocmgr.exe) Add/Remove Windows Components page (Sysocmgr.exe) is openis open

Internet Connection Sharing is enabledInternet Connection Sharing is enabled

Certificate Services are installed in workgroup modeCertificate Services are installed in workgroup mode

Terminal Services are installed in Application Sharing Terminal Services are installed in Application Sharing modemode

Windows 2000 Administration Tools (Adminpak.msi) are Windows 2000 Administration Tools (Adminpak.msi) are installedinstalled

Remote storage is installedRemote storage is installed

Hardware and Software Hardware and Software RequirementsRequirements (continued)(continued)

Warning:Warning:More than two physical processorsMore than two physical processors

Will allow up to four logical processors if CPUs have Will allow up to four logical processors if CPUs have hyperthreading enabledhyperthreading enabled

No default Web site found (w3svc/1/root)No default Web site found (w3svc/1/root)

RAM < 384RAM < 384 MBMB

Information:Information:Video Resolution < 800Video Resolution < 800××600600××3232

Network cards = 1Network cards = 1

More than 100 MB of unformatted partition More than 100 MB of unformatted partition spacespace

Setup Requirements Setup Requirements (continued)(continued)

Licensing checksLicensing checksBlocking:Blocking:

From Windows 2000/Windows Server 2003 From Windows 2000/Windows Server 2003 and more than five client access licenses and more than five client access licenses (CALs)(CALs)

Warning:Warning:Upgrade from SBS 2000 and more than five Upgrade from SBS 2000 and more than five CALsCALs

Not in Per Server licensing modeNot in Per Server licensing mode

Setup Requirements Setup Requirements (continued)(continued)

Domain checksDomain checks

Blocking:Blocking:

Not root of the forestNot root of the forest

More than two SBS servers on same forestMore than two SBS servers on same forest

Two SBS servers can co-exist for limited period of time.Two SBS servers can co-exist for limited period of time.

Windows NT 4.0 backup domain controllers (BDCs)Windows NT 4.0 backup domain controllers (BDCs)

TrustsTrusts

Warning:Warning:

Non-standard computer or NetBIOS nameNon-standard computer or NetBIOS name

Standard Char Set: A-Z, 0-9, “-” Standard Char Set: A-Z, 0-9, “-”

Upgrade ProcessUpgrade ProcessSimple process for usersSimple process for users

Not a “clean” installNot a “clean” install

No re-organisation possibilitiesNo re-organisation possibilities

Best to follow Whitepaper at:Best to follow Whitepaper at:Small Business Server 2000Small Business Server 2000http://www.microsoft.com/technet/prodthttp://www.microsoft.com/technet/prodtechnol/sbs/2003/plan/gsg/chptr3b.mspxechnol/sbs/2003/plan/gsg/chptr3b.mspx

Small Business Server 2003 or Small Business Server 2003 or Server 2003Server 2003http://www.microsoft.com/technet/prodthttp://www.microsoft.com/technet/prodtechno/sbs/2003/plan/gsg/chptr3c.mspxechno/sbs/2003/plan/gsg/chptr3c.mspx

Upgrade StepsUpgrade Steps

Check if schema update is necessaryCheck if schema update is necessary

Prepare Adprep.exe to workPrepare Adprep.exe to work

Check IIS settingsCheck IIS settings

Check licensingCheck licensing

Prepare unattended upgrade Prepare unattended upgrade informationinformation

Chain the SBS setupChain the SBS setup

Run Bosprep.exeRun Bosprep.exe

Setup RequirementsSetup Requirements

This screen is only This screen is only shown if there is a shown if there is a suite requirement suite requirement or suite or suite recommendation recommendation that has not been that has not been met.met.

Product Key InformationProduct Key Information

The user must only enter the Product Key The user must only enter the Product Key for SBS one time.for SBS one time.

OutlookOutlook®® Product Key will be integrated Product Key will be integrated into the setup.into the setup.

The SBS and the Outlook Product Key will be The SBS and the Outlook Product Key will be shown in the following cases:shown in the following cases:

Upgrade from SBS 2000.Upgrade from SBS 2000.

Upgrade from Windows 2000 Server or Windows Upgrade from Windows 2000 Server or Windows Server 2003 Standard.Server 2003 Standard.

Upgrade from time bombed to standard.Upgrade from time bombed to standard.

Not shown in maintenance mode.Not shown in maintenance mode.

Internal Domain Information Internal Domain Information ScreenScreen

This screen is only This screen is only shown if the shown if the computer is not computer is not currently a domain currently a domain controller. controller.

This screen will no This screen will no longer be shown in longer be shown in maintenance maintenance mode.mode.

Local Network Adapter Local Network Adapter InformationInformation

This screen is only This screen is only shown if there is shown if there is more than one more than one network adapter.network adapter.

User can select User can select which network card which network card will be used on the will be used on the LAN.LAN.

External DHCP or Routable IP External DHCP or Routable IP Warning Messages Warning Messages

Client Networking Client Networking Configuration Configuration

This screen is only This screen is only shown if the user shown if the user entered a routable entered a routable IP address on the IP address on the Local Network Local Network Adapter Adapter Configuration Configuration Screen.Screen.

Component Selection Component Selection

New feature: New feature: Available disk Available disk space is space is dynamically dynamically updated.updated.

Component MessagesComponent Messages

Continue Setup IconContinue Setup Icon

The To Do ListThe To Do List

MigratingMigrating

More effort than in-place UpgradeMore effort than in-place Upgrade

Great if new hardware is requiredGreat if new hardware is required

Best to follow Whitepaper at:Best to follow Whitepaper at:

http://go.microsoft.com/fwlink/?LinkId=http://go.microsoft.com/fwlink/?LinkId=1641516415

Process OverviewProcess Overview

Prepare for the Migration. Prepare for the Migration.

Prepare Client Computers Prepare Client Computers

Begin the MigrationBegin the Migration

Configure the SBS 2003 ServerConfigure the SBS 2003 Server

Configure Client ComputersConfigure Client Computers

Finish the MigrationFinish the Migration

Migration RequirementsMigration Requirements

Internal domain names for servers must be Internal domain names for servers must be differentdifferentServer names (NETBIOS) must be differentServer names (NETBIOS) must be differentThe source server will be decommissioned, The source server will be decommissioned, so services such as DHCP will be offered by so services such as DHCP will be offered by new servernew serverMigration uses ADMT and Exchange Migration uses ADMT and Exchange Migration Wizard (which means manual Migration Wizard (which means manual export of mailbox rules, Admin mailbox export of mailbox rules, Admin mailbox and public folders)and public folders)Custom settings on new server have to be Custom settings on new server have to be setup by handsetup by handDNS must be running on both systems DNS must be running on both systems during migrationduring migration

Prepare for MigrationPrepare for Migration

Ensure the source server is running Ensure the source server is running the latest service packsthe latest service packsBack up the source server Back up the source server Collect system necessary informationCollect system necessary informationExport public folders, Administrator Export public folders, Administrator account mailbox and rulesaccount mailbox and rulesDisable DHCP on old systemDisable DHCP on old systemInstall SBS 2003 on destination Install SBS 2003 on destination ServerServer

Complete up to network setupComplete up to network setup

Notify users that they must log off of Notify users that they must log off of the domain.the domain.

Prepare Client ComputersPrepare Client Computers

Export mail rulesExport mail rules

Remove personal firewallsRemove personal firewalls

Remove shared modem client (SBS)Remove shared modem client (SBS)

Remove ISA client if not using ISA Remove ISA client if not using ISA 2000 on new server2000 on new server

Release & renew DHCP addressesRelease & renew DHCP addresses

Delete any SBS specific links from Delete any SBS specific links from desktop and IEdesktop and IE

Delete SBS faxes or printersDelete SBS faxes or printers

Computer Migration ToolsComputer Migration Tools

For clients computers running an O/S of: For clients computers running an O/S of: Windows NT Workstation 4.0 or a member Windows NT Workstation 4.0 or a member server running Windows NT Server 4.0server running Windows NT Server 4.0

Windows 2000 Professional or ServerWindows 2000 Professional or Server

Windows XP Professional, Windows XP Professional,

Windows Server™ 2003 Windows Server™ 2003

Use ADMT to migrate users, groups and Use ADMT to migrate users, groups and computerscomputers

For client computers running an O/S of:For client computers running an O/S of:Windows 95, Windows 98, or Windows Windows 95, Windows 98, or Windows Millennium Edition Millennium Edition

You manually configureYou manually configureSee Whitepaper - “Step 6. Configure Client See Whitepaper - “Step 6. Configure Client Computers.” Computers.”

Begin the MigrationBegin the Migration

Configure DNS forwarders on the old Configure DNS forwarders on the old and new serversand new servers

Install and configure ADMTInstall and configure ADMT

Migrate user, group, and computer Migrate user, group, and computer accountsaccounts

Update mail quota on new serverUpdate mail quota on new server

Migrate Exchange mailboxesMigrate Exchange mailboxes

Move shared folders, application dataMove shared folders, application data

Migrate any SQL Server™ databasesMigrate any SQL Server™ databases

Configure the SBS 2003 Configure the SBS 2003 ServerServer

Assign user accounts to a Windows Assign user accounts to a Windows Small Business Server 2003 templateSmall Business Server 2003 template

Deploy applications to the client Deploy applications to the client computerscomputers

Completing the Management Tasks Completing the Management Tasks on the To Do Liston the To Do List

Apply custom settings from the old Apply custom settings from the old serverserver

Finish Exchange migrationFinish Exchange migration

Configure Client Configure Client ComputersComputers

Log inLog in

Let applications loadLet applications load

Set e-mail and proxy settingsSet e-mail and proxy settings

Finish MigrationFinish Migration

Remove permissions that were Remove permissions that were necessary for the migrationnecessary for the migration

Uninstall ADMT Uninstall ADMT

You also configure password policiesYou also configure password policies

Verifying that all necessary data and Verifying that all necessary data and settings were migratedsettings were migrated

Retire the old serverRetire the old server

Additional InformationAdditional Information

Release Notes found on CD #1. Release Notes found on CD #1.

Getting StartedGetting Started guide guide http://go.microsoft.com/fwlink/?LinkId=193http://go.microsoft.com/fwlink/?LinkId=1936767..

known issues for Windows Small Business known issues for Windows Small Business Server 2003, see the Release Notes at Server 2003, see the Release Notes at http://go.microsoft.com/fwlink/?LinkId=171http://go.microsoft.com/fwlink/?LinkId=1711616..

For the latest information about Windows For the latest information about Windows Small Business Server 2003, see Small Business Server 2003, see http://go.microsoft.com/fwlink/?LinkId=171http://go.microsoft.com/fwlink/?LinkId=1711717..

© 2003 Microsoft Limited. All rights reserved.© 2003 Microsoft Limited. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summaryThis presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary..