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Small Business Server 2008 Installation, Migration, and Configuration
Table of Contents
Small Business Server 2008 Installation, Migration, and Configuration
Credits
About the Author
About the Reviewers
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Errata
Piracy
Questions
1. Introduction
Who should read this book...and do the work?
Why are you installing a server?
How to get the return on your server investment
Book goals
Navigation route through book
How to ask more questions
Summary
2. Introduction to SBS 2008
SBS 2008
Windows Server 2008
Exchange Server 2007
Windows SharePoint Services
Windows Software Update Services
Windows SBS Console
Premium Server technologies
Solution Checklist
Support
Summary
3. Preparing to Migrate from SBS 2003
When to migrate and when to perform a clean installation
Only migrating a part of a system
Why do you have to migrate to SBS 2008?
Fourteen steps of migration
Doing two things at once
Migrating from SBS 2003 to SBS 2008 on the same server
Migration with Hyper-V running SBS 2003 and SBS 2008 on the same system
Process to migrate on one system
Migration by moving SBS 2003 to a temporary virtual environment
Process for installing SBS 2008 on the same box as 2003
Planning the migration and communicating the plan
Informing the users
Checking the health of the SBS 2003
Checking Active Directory
Backing up the existing server
Doing the backup
Changing network configuration to match SBS 2008 design requirements
Installing your firewall and router and ensuring DHCP is turned off on these devices
Physically re-configuring SBS 2003 to use a single NIC
Re-configuring SBS 2003 network settings
Checking that the router has the correct firewall settings
Checking if network settings are correct
Updating software on SBS 2003
Installing Updates
Checking Versions
Checking SBS 2003 is at Service Pack 1 or greater
Checking Windows Server is at Service Pack 2 or greater
Checking Exchange 2003 Service Pack 2 is installed
Checking that .NET Framework 2.0 is installed
Checking the version for Microsoft Core XML Services
Checking Windows SharePoint Services 2.0 Service Pack 3 is installed and used
Changing Active Directory functionality level
Raising the functional level for the domain and Forest
Confirming SBS 2003 is currently configured at best practice levels
Removing unnecessary email from Exchange
Checking that the permissions are set to allow a migration
Preparing SBS 2003 Time Synchronisation
Running the migration tool on SBS 2003
Preparing to migrate line-of-business applications
Completing the answer file for SBS 2008 setup
What is not covered
ISA configuration
Other Security & Firewall software
Summary
4. Installing SBS 2008 and Connecting to the Internet
SBS 2008 installation
Operating system installation
SBS 2008 installation continued
Time Verification
Network settings for migrating systems
Getting installation updates
Confirming Company information
Creating an administrator account for new installations
Naming your server and domain for new installations
Installing OneCare and Forefront Trials
Installation finished, possibly with errors
Resolving errors and installing SBS 2008 updates
Setting up IP addresses for clean installations
Summary
5. Migrating Systems and Settings from SBS 2003
Assumptions
21-day time limit
User Access Control
Preparing to run the Migration Wizard
Changing folder redirection
Creating a new administrator account
Working through the Migration Wizard
The Migration Wizard
Changing where to store data on the SBS 2008 server
Initially configuring the SBS 2008 network
Configuring Internet Access
Choosing SBS 2008 to manage your DNS
Choosing to manage your DNS settings yourself
Finishing the Configure the Internet section
Migrating the SBS 2003 network settings across
Cleaning up the group policy settings
Removing old logon scripts
Removing old group policy objects
Removing WMI filters
Summary
6. Migrating Email from Exchange 2003 to Exchange 2007
Migrating email from Exchange 2003 to Exchange 2007
Starting Migration on SBS 2008
Backing up and validating Exchange database on SBS 2003 server
Removing Internet connectors from SBS 2003
Migrating POP3 connectors from SBS 2003
Moving the Offline Address Book from SBS 2003 to SBS 2008
Moving mailboxes from SBS 2003 to SBS 2008
Moving Exchange Server public folders from SBS 2003 to SBS 2008
Finishing the Exchange Migration task
Finishing the Exchange 2007 migration and checking systems
Updating additional settings
Network checks
Configuring Outlook for the SBS 2008
Working around a known bug with Outlook Anywhere
Summary
7. Migrating the CompanyWeb SharePoint Site
Extracting data from SBS 2003 server
Running WSS v3 Pre-scan tool
Adding extra users to CompanyWeb
Adding users by script
Adding users via the web administration pages
Re-run the Pre-scan tool
Stopping the web site
Backing up the database
Backing up via script
Backing up using the user interface
Detaching the database before moving
Detaching the database by script
Detaching the database using the user interface
Copying the database files
Adding OldCompanyWeb to SBS 2008
Configuring the DNS for the migrated site
Updating DNS via the command line
Updating DNS information through the user interfaces
Importing the data
Re-attaching the database by command line
Re-attaching the database through the user interface
Creating the new site to host the SBS 2003 data
Creating a new IIS site to host the site
Creating the web site using scripting
Creating the web site using the user interface
Creating and configuring a WSS v3 site for OldCompanyWeb
Changing the Administrator settings for the site
Restarting IIS
Tidying up
Ensuring all graphics files are copied across
Changing web site names
Completing the task
Summary
8. Migrating Users and Data from SBS 2003
Migrating file shares
Instructions for migration
Preparing on the SBS 2003 system
Completing migration on the SBS 2008 system
Migrating the fax data
Installing the modem
Installing and starting the Fax Service
Migrating the fax data
Configuring the Fax Service
Migrating users and groups
Modifying SBS 2003 groups so they work with SBS 2008
Creating new account roles
Migrating users by role
Enabling remote access to the computer
Removing unwanted users
Migrating Line of Business (LOB) applications
Platform compatibility
Common file and data locations
Naming dependencies
Finishing the migration
Making your SBS 2008 appear to also be the SBS 2003 server on the network
Making changes to the DNS and NetBIOS settings
Updating the registry
Summary
9. Configuring your Services
Assumptions
Accepting the customer feedback option
Configuring your Internet domain name for remote access and email
Do you wish to buy a new Internet domain name?
Should SBS 2008 manage your DNS settings?
Buying a domain name or configuring Internet domain name information
Fixing issues with the Internet Address Management
Enabling email routing via your smart hosts
Configuring Office Live for Small Business for SBS 2008
Signing up for a new Office Live for Small Business account
Providing your Live ID for Office Live to SBS 2008
Configuring a VPN for external access
Summary
10. Securing the Server
Assumptions
Network security configuration
Configuring the firewall ports
Loading a third-party security certificate
Importing a certificate
Importing the certificate
Assigning the certificate
Purchasing a certificate using the wizard
Configuring backups and running a test backup
Configuring backups in SBS 2008
Performing a test backup
Configuring OneCare for servers or other anti-malware solution
Summary
11. Managing Users and their Computers
Managing users
Managing roles
Adding new roles
Adding users
Adding multiple users at once
Adding individual users
Managing users' storage
Email storage settings
Shared and redirected folder storage settings
Managing computers
Adding computers to the network
Ensuring computers are up to date with updates
Summary
12. Working with SBS Services as a User
E-mail, Calendar, and Contacts
Outlook 2003 and 2007 connection configuration
Calendar management
Viewing Calendars
Using Calendars to schedule a meeting
Telling others when you are unavailable
Finding information using search
User email recovery
Managing files
Internal Web Site Access
Uploading documents
Uploading using email
Opening documents and Checking Out and In
Recovering a deleted document in CompanyWeb
Searching for information
User file recovery
Remote access
Remote Web Workplace, remote email, and intranet access
Customizing Remote Web Workplace
Outlook Web Access
Outlook Mobile Access via ActiveSync or Windows Mobile phones
Connecting to a PC on the SBS 2008 LAN
Connecting via a Virtual Private Network (VPN)
Summary
13. Introduction to SBS 2008 Management
Administration tools
Windows SBS Console standard and advanced mode
Windows SBS Native Tools Management
Exchange Management Shell
Command Prompt run as Administrator
Daily maintenance check via reports
Maintenance areas
Security
Backup and Recovery
File and data recovery
Recovering files
Recovering Exchange or CompanyWeb
Full volume recovery
Full system recovery
Forefront Updates
Storage
Event Log messages
Troubleshooting common problems
External network
Internal network
Spam
Poor performance
Summary
Index
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