Setup And Migration

1. Setup And Migration Becky Ochs and Chris Almida Program Managers Microsoft

2. Agenda • Supported Installation scenarios • Preliminary hardware requirements • Key improvements from SBS 2003 • New Installation User Experience Walkthrough • Migration Installation User Experience Overview • Answer File Tool

3. Setup and Migration • Goal: Simplify setting up a new SBS server or migrating to SBS 2008 • Make it a repeatable deployment and management experience for you the partner • More profitable, less mistakes, less weekends! • Less wipe and load of OEM images • Supported installation scenarios • New server installation (no previous server) • Migration from existing server (e.g., SBS 2003) • In-place upgrade from SBS 2003 is not supported (migration only due to x86 to x64 architecture change) • Details for virtualization are still being defined • Will be available in 19 languages (same as SBS R2 release)

4. Hardware Requirements • Minimum system requirements • First server is 64-bit only • Second server is 32-bit or 64-bit (Premium edition) • Current Beta/TAP participants running • 4 GB of RAM • Minimum 60 GB HDD • Two USB backup drives • Separate hardware firewall • Maximum system requirements • Same as Windows Server 2008 Standard • Memory • 64-bit systems: 32 GB RAM • 32-bit systems (second server in Premium): 4 GB RAM • Processor • OS is licensed by sockets (not cores) • Up to four CPU sockets (64-bit/32-bit) • Thus, it is possible for 4 socket system with 4 cores per socket to have 16 cores running in Standard Minimum/recommended system requirements and capacity planning currently being defined

5. Improvements • New install • SBS OOBE asks only questions necessary for customizing the installation of the server • Advanced options for customizing installation are provided through VAP focused Answer File Tool • Networking configuration is simplified to address support feedback • SBS Answer File enables VAPs to streamline new server deployments • Migration • Domain name of SBS server does not change • No need to “touch” each client because the domain name doesn’t change • VAPs are no longer constrained to only supporting 52 migrations a year

6. New Installation User Experience Walkthrough

7. Getting Started • Typical network layouts on the poster helps you connect server correctly for networking • Additional information on back page and online • Covers the 3 stages of getting the box up-and-running

8. Out-of-box Experience • Two phases of the install of the server • OS installation • SBS OOBE installation • End-customer business questions to customize the server • Advanced customization available through Answer File

9. Networking Checks Check for Public IP address Network card issues

10. Installation issues • Installation issues dialog guides them through addressing non-critical installation issues • General help topic guides user through options to address issues • Export feature to grab needed log files when troubleshooting

11. Specifying Drive Locations • Use Move Data Folders wizard to specify where to store SBS application data • You can script moving data using Windows PowerShell scripts • Works with a new installation, migration, and OEM preinstalled box

12. Migration Installation User Experience

13. Key Steps In Migration • Prepare the source server • Create migration answer file • Run OOBE (SBS 2008 server joins existing SBS 2003 domain) • Run Migration Wizard • Complete Migration • Source server is removed and flattened Contoso.local domain Source server (SBS 2003) Destination server (SBS 2008)

14. Migration Support Matrix Supported through wizards (join domain) Supported through documentation SBS 2000 Windows 2000 Server, Standard Edition • SBS 2003 SP1 • SBS 2003 R2 • SBS 2008 • Windows Server 2008, Standard edition • Windows Server 2003, Standard Edition

15. Answer File Tool

16. Answer File For SBS OOBE • Same tool used to support new install and migration • Limited validation for data entered in the tool • Supplemental help guides user through choosing correct values • We search the root of each drive (including removable media) • The answer file is detected but empty, it’s basically an attended advanced mode install • Use with autounattend.xml or oobe.xml to fully automate entire installation

17. Specifying domain information Advanced Installation Pages Specifying network settings

18. Partner Overview Partner Profile TAP Customer Profile Business Focus: Commercial Real Estate Key Pain Points: Needed strong collaboration; Needed Remote Access How will SBS 2008 help: Exchange and SharePoint the One-Two punch for Collaboration; RWW, enough said • NetVision Consulting, Inc. • Arlington, Texas • 5 employees • 120 active customers • Customer segment focus: SMB 10-100 users • Solution focus areas: • MSPP Level: Certified Partner

19. A Real-World Perspective • Small Business Server 2008 Setup • Supports answer file on a USB drive to automate setup/migration • Supports adding drivers during setup via a USB thumb drive • 60 GB boot partition is recommended as everything is installed here • I recommend creating a separate partition, drive or array for all data • Run the SBS Console, Shared Folders, and update to data partition • Go to Backup and Storage tab, then Server Storage sub-tab and move Exchange Data, SharePoint Services Data, Users’ Redirected Documents, and Windows Update Repository Data to data partition • Note: The WSUS database will remain in C:\WSUS • Go to the Home tab and Getting Started Tasks • If doing a migration, you will have Migration Tasks here • Small Business Server 2008 Migration • Easy Migration – currently 127 days with no unscheduled downtime • Migrated on a weekday using native Windows tools • Migration preserved domain name and existing desktop profiles

20. A Real-World Perspective • What can you do to grow your business now? • Join a Peer group – HTG7 membership has been invaluable for me • Understand the Small Business Server 2008 Value Proposition • Combine that knowledge with the Microsoft Business and Technology Assessment Toolkit and go to your clients • What can you do next? • Install SBS 2008 internally upon release • Do test migrations and develop your Small Business Server 2008 migration strategy • Are you offering managed services? Use the SBS 2008 migration to introduce your clients to managed services • Remember, Small Business Server 2008 Migration… • Can be done without sacrificing a weekend • Leverages the native Windows Migration tools • Preserves the Active Directory domain name + workstation profiles • Allows you to re-home Outlook mailboxes without manual reconfiguration

21. Summary • You can deploy new installations and migrate existing installations • You need 64-bit hardware for the SBS (first server) • Use the Answer File Tool to streamline new deployments and enable migration • Use the Move Data Folders wizard (or script it) to choose where your data goes

22. The information contained in this presentation relates to pre-release software product, which may be substantially modified before its first commercial release. Accordingly, the information may not accurately describe or reflect the software product when first commercially released. This presentation is provided for informational purposes only, and Microsoft makes no warranties, express or implied, with respect to this presentation or the information contained in it. © 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.