Migrating Windows Small Business Server2003 to Windows Small Business Server2011 Essentials
Microsoft Corporation
Published: May 2012
Version: 12.05.04
This version includes the following updates:
- Corrects and clarifies the level of permission that is necessary to join a client computer to the Windows SBS 2011 Essentials domain.
- Clarifies the steps necessary to configure the CRL distribution list.
- Updates the script that is used to bulk import users into the Windows SBS 2011 Essentials Dashboard. The revised script leverages the improved code that is included in the Windows SBS 2011 Essentials SDK.
Abstract
This guide explains how to install Windows SBS 2011 Essentials in migration mode on a new server, and then migrate the settings and data from the old server that is running Windows Small Business Server2003 to the new server that is running Windows SBS 2011 Essentials. This guide also helps you demote and remove your old server from the network after you finish the migration process.
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Contents
Migrating Windows Small Business Server 2003 to Windows Small Business Server 2011 Essentials
Additional resources
Terms and definitions
Migration process summary
Prepare your Source Server for Windows SBS 2011 Essentials migration
Back up your Source Server
Install the most recent service packs
Verify the network configuration
Reconfiguring your existing network
Verify the settings for the DHCP Server role
Use Windows SBS2003 Best Practice Analyzer to evaluate the health of the Source Server
Run the Windows SBS2003 Best Practices Analyzer
Run the Windows Support Tools
Synchronize the Source Server time with an external time source
Raise the functional level of the Active Directory domain and forest
Prepare Active Directory for migration
Create a plan to migrate line-of-business applications
Create a plan to migrate email that is hosted on Windows Small Business Server 2003
Create a migration answer file for Windows SBS 2011 Essentials migration
Copy the migration answer file to removable media
Install Windows SBS 2011 Essentials in migration mode for Windows SBS 2011 Essentials migration
Install Windows SBS2011 Essentials on the Destination Server
Configure the DNS of the local network adapter
Join the Destination Server to the domain of the Source Server
Back up and remove the Certification Authority from the Destination Server
Promote the Destination Server to a domain controller
Install and restore the Certification Authority
Transfer the operations master roles for Windows SBS 2011 Essentials migration
Transfer the global catalog to the Destination Server for Windows SBS 2011 migration
Transfer the global catalog to the Destination Server
Enable the UPnP beacon for the Destination Server
Verify the health of the domain controller
Reconfigure DNS for the local network adapter
Import users and the Destination Server into the Dashboard for Windows SBS 2011 Essentials migration
Join computers to the new Windows SBS 2011 Essentials network
Domain-joined client computers
Non-domain-joined client computers
Ensure that Group Policy has updated
Move settings and data to the Destination Server for Windows SBS 2011 Essentials migration
Copy data to the Destination Server
Configure the network
Verify that Terminal Services Gateway has configured the correct certificates
Remove legacy logon settings and Active Directory Group Policy objects
Remove old logon scripts (optional)
Remove legacy Active Directory Group Policy objects (optional)
Map permitted computers to user accounts
Demote and remove the Source Server from the new Windows SBS 2011 Essentials network
Prepare your organization for the removal of the last server running Exchange Server2003
Uninstall Exchange Server2003
Disconnect printers that are directly connected to the Source Server
Demote the Source Server
Move the DHCP Server role from the Source Server to the router
Remove and repurpose the Source Server
Delete the old folder redirection Group Policy object for Windows SBS 2011 Essentials migration
Perform optional post-migration tasks for Windows SBS 2011 Essentials migration
Move natively joined Active Directory computer objects
Delete DNS entries of the Source Server
Share line-of-business and other application data folders
Fix client computer issues after migrating
Run the Windows Server Solutions Best Practices Analyzer
Migrating Windows Small Business Server 2003 to Windows Small Business Server 2011 Essentials
This guide describes how to migrate an existing Windows SBS 2003 domain to Windows SBS 2011 Essentials on new hardware, and then to migrate the settings and data. This guide also describes how to remove your existing server from the Windows SBS 2011 Essentials network after you finish the migration.
Important
Windows SBS 2011 Essentials requires a 64-bit environment. Windows SBS 2011 Essentials does not support a 32-bit environment.
Important
To avoid problems during migration, we recommend that you read this document before you begin the migration.
Note
To download the most recent printable version of this guide, see Migrating Windows Small Business Server 2003 to Windows Small Business Server 2011 Essentials in the Microsoft® Download Center.
Additional resources
For links to additional information, tools, and community resources to help guide you through the migration process, visit the Windows Small Business Server Migration website.
Terms and definitions
Source Server: The existing server from which you are migrating your settings and data.
Destination Server: The new server to which you are migrating your settings and data.
Migration process summary
This Migration Guide includes the following steps:
1.Prepare your Source Server for Windows SBS 2011 Essentials migration. You must ensure that your Source Server and network are ready for migration. This section guides you through backing up the Source Server, evaluating the Source Server system health, installing the most recent service packs and fixes, and verifying the network configuration.
2.Create a migration answer file for Windows SBS 2011 Essentials migration. Windows SBS 2011 Essentials Setup uses an answer file to automate the installation and run Setup in migration mode. This section guides you through creating the migration answer file.
3.Install Windows SBS 2011 Essentials in migration mode for Windows SBS 2011 Essentials migration. This section explains how to use the migration answer file to install Windows SBS 2011 Essentials on the Destination Server in migration mode.
4.Transfer the operations master roles for Windows SBS 2011 Essentials migration. The operations master roles must be transferred to the Destination Server within 21days of installing Windows SBS 2011 Essentials on the Destination Server.
5.Transfer the global catalog to the Destination Server for Windows SBS 2011 migration. To transfer the global catalog from the Source Server, you will create a new global catalog on the Destination Server, and then remove the existing global catalog on the Source Server.
6.Import users and the Destination Server into the Dashboard for Windows SBS 2011 Essentials migration. You can use Windows PowerShell® commands to import user names and the Destination Server into the Dashboard, or you can use a script to automate the import process.
7.Join computers to the new Windows SBS 2011 Essentials network. This section covers joining client computers to the new Windows SBS 2011 Essentials network and updating Group Policy settings.
8.Move settings and data to the Destination Server for Windows SBS 2011 Essentials migration. This section provides information about migrating data and settings from the Source Server.
9.Demote and remove the Source Server from the new Windows SBS 2011 Essentials network. Prior to removing the Source Server from the network, you must force a Group Policy update and demote the Source Server.
10.Delete the old folder redirection Group Policy object for Windows SBS 2011 Essentials migration. Use the Group Policy Management Console to delete the old Folder Redirection Group Policy object from the Destination Server.
11.Perform optional post-migration tasks for Windows SBS 2011 Essentials migration. After you finish migrating all settings and data to Windows SBS 2011 Essentials, you may want to map permitted computers to user accounts.
12.Run the Windows Server Solutions Best Practices Analyzer. After you finish migrating settings and data to Windows SBS 2011 Essentials, you should download and run the Windows Server Solutions BPA.
Several of the migration procedures require that you open a Command Prompt window as an Administrator.
To open a Command Prompt window as an Administrator
1.Click Start.2.In the search box, type cmd.
3.In the list of results, right-click cmd, and then click Run as administrator.
Prepare your Source Server for Windows SBS 2011 Essentials migration
Complete the following preliminary steps to ensure that the settings and data on your Source Server migrate successfully to the Destination Server.
To prepare for migration
1.Back up your Source Server2.Install the most recent service packs
3.Verify the network configuration
4.Use Windows SBS2003 Best Practice Analyzer to evaluate the health of the Source Server
5.Synchronize the Source Server time with an external time source
6.Prepare Active Directory for migration
7.Create a plan to migrate line-of-business applications
8.Create a plan to migrate email that is hosted on Windows Small Business Server 2003
Back up your Source Server
Back up your Source Server before you begin the migration process. Making a backup helps protect your data from accidental loss if an unrecoverable error occurs during migration.
To back up the Source Server
1.Perform a full backup of the Source Server. For more information about backing up Windows SBS 2003, see Backing Up and Restoring Windows Small Business Server2003.2.Verify that the backup ran successfully. To test the integrity of the backup, select random files from your backup, restore them to an alternate location, and then confirm that the restored files are the same as the original files.
Install the most recent service packs
You must install the latest updates and service packs on the Source Server prior to migration. If updates or service packs are missed, the Source Server will not be eligible for migration, and the Migration Preparation Tool will report the problem and ask you to install the necessary updates before proceeding.
Before installing a service pack, back up your server.
To install updates by using Windows Update
1.Click Start, click All Programs, and then click Windows Update.2.Click Check for updates.
3.If you are asked to configure Windows Update settings, perform the following steps:
a.Click OK.
b.Click Change settings, which is located under the Check for updates link, and then configure the Windows Update settings.
c.Click Check for updates.
4.Click Install Updates to apply identified updates.
5.For each Microsoft Software License Term that is displayed, review the text and click Yes to accept.
6.If prompted, restart the Source Server
7.To verify that the updates are installed, click Start, click Control Panel, click Programs, and then click View installed updates.
Next, install individual service packs by performing the following procedures that apply to your Source Server.
Install Windows SBS2003 Service Pack1
Install Windows SBS 2003 Service Pack1 (SP1), if it is not yet installed. You can download Windows SBS 2003SP1 at the Microsoft Windows Small Business Server2003 Service Pack1 (SP1) website.Important
To ensure that the correct version of Microsoft .NET Framework is installed, you must install Windows SBS 2003 SP1 before you install Windows Server2003 Service Pack2(SP2).
Install Windows Server2003 Service Pack2
Install Windows Server2003 SP2, if it is not yet installed. You can download Windows Server2003 SP2 at the Windows Server2003 Service Pack2 website.Notes
If you experience network-related issues after installing SP2, see article 948496 in the Microsoft Knowledge Base.
To learn more about the best practices and known issues that are related to SP2 for Windows Server2003, see article 939421 in the Microsoft Knowledge Base.
Note
Although Exchange Server and SharePoint® Services are not migrated during the process documented here, we recommend that you create a well-known configuration for these applications by applying the required service packs.
Install Exchange Server2003 Service Pack2
Install Exchange Server2003 Service Pack2 (SP2), if it is not installed. You can download Exchange Server2003 SP2 from the Service Pack2 for Exchange Server2003 website.Note
Windows SBS 2011 Essentials does not directly support migrating Windows SharePoint Services3.0 or Windows Server Update Services3.0 from Windows SBS 2003 to Windows SBS 2011 Essentials. For information about migrating Windows SharePoint Services3.0, see Upgrading to SharePoint Foundation2010.
Install Windows SharePoint Services2.0Service Pack3
Install Windows SharePoint Services2.0 Service Pack3, if it is not installed. Download it from the Windows SharePoint Services Service Pack 3 (SP3) website, and then install it.Install Microsoft Core XML Services (MSXML)6.0 Service Pack1
Download MSXML6.0 from the Microsoft Core XML Services (MSXML)6.0 Service Pack1 website.Verify the network configuration
To prepare for migration, you must install a router on your network to use as a gateway to the Internet. You must also configure your Source Server to use one network adapter, and disable your virtual private network (VPN) on the Source Server (if it is running).
Reconfiguring your existing network
Before you can migrate your network to Windows SBS 2011 Essentials, you must install and configure a router on your network and configure the Source Server to use one network adapter. When you are done, your network will look like the following figure:
To configure the Source Server to use one network adapter
1.Unplug the network adapter from the broadband connection.2.Install a router on your network as shown in the previous figure.
3.To make sure that the Windows SBS 2011 Essentials Installation Wizard can find the router on your network, ensure that the IP address on the network adapter within the router is set to 192.168.x.1 or192.168.x.254, where x is a number from1 to254. This IP address is the default gateway address for your network.
Note
For information about installing and configuring a router, see the documentation from your router manufacturer.
4.On the Source Server, run the Configure E-mail and Internet Connection Wizard to configure the Source Server for one network adapter, as follows:
To configure the Source Server for one network adapter
a.Click Start, and then click Server Management.
b.In the console pane, click To Do List.
c.In the details pane, click Connect to the Internet.
d.Complete the wizard.
5.If you are using a VPN on the Source Server, disable it. To disable the VPN on the Source Server, run the Remote Access Wizard, as follows:
To disable the VPN on the Source Server
a.Click Start, and then click Server Management.
b.In the console pane, click Internet and E-mail.
c.In the details pane, click Configure Remote Access.
d.Complete the wizard, and make sure that you click Disable remote access on the Remote Access Method page.
6.If you have computers or devices that are configured with static IP addresses or DHCP Server role settings, you must manually update each of them with the new default gateway IP address.
Verify the settings for the DHCP Server role
Windows SBS 2003 is configured to run the DHCP Server role. However, Windows SBS 2011 Essentials does not use the DHCP Server role, and you will eventually need to move the DHCP Server role to the router. During migration, you can manage the DHCP Server role from the Source Server or from the router, depending on your current network configuration:
If you are running the DHCP Server role on the Source Server, we recommend that you continue to run this role from the Source Server during migration. After you have removed the Source Server from the network, move the DHCP Server role to the router.
If your network already runs the DHCP Server role from the router, and it is running without issues, we recommend that you continue to run the DHCP Server role from the router during migration.
Note
Ensure that your Source Server is in a healthy state before you proceed by performing the procedures in the following section.