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WSV321. Migrating to Small Business Server 2011 Standard and Essentials. Bodhi Deb Program Manager Microsoft. Agenda. Microsoft’s migration strategy for SBS Virtualization strategies Migrating LOB apps, Cloud offerings Deep dives into Standard and Essentials migration

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WSV321

Migrating to Small Business Server 2011 Standard and Essentials

Bodhi Deb

Program Manager

Microsoft


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Agenda

  • Microsoft’s migration strategy for SBS

  • Virtualization strategies

  • Migrating LOB apps, Cloud offerings

  • Deep dives into Standard and Essentials migration

  • Troubleshooting and diagnosis

  • Other methods for migration

  • Migration resources

  • Q&A


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Microsoft’s Migration Strategy for SBS

  • Side by side migration process within 21 days

  • Goal: Minimal downtime for end-users

  • Caveat: Server name changes during migration

  • Supported paths

    • SBS 2011 Standard: SBS 2003, SBS 2008, SBS 2011 Std.

    • SBS 2011 Essentials: SBS 2003, SBS 2011 Ess.

  • Same process applies for Windows Server Standard

    • No 21 day limit since source is not SBS


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Migration has 4 distinct phases

  • Phase 1: Prepare the Source Server

  • Phase 2: Install the Destination Server in “Migration Mode”

  • Phase 3: Migrate settings and data

  • Phase 4: Demote and remove the Source Server

Move Data

Source

Dest.

Side by Side

Join Domain


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Hyper –V Support on SBS

  • Can be deployed as both Physical or Virtual

  • SBS server cannot be the Hyper V host

  • Use 2nd Server with Premium Add-On as the Hyper-V host


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Virtualization Methods

  • Consolidate all servers on single HW

    • Useful when you have several member servers

    • Easier to manage; reduces energy costs

    • You need additional copy of Standard, higher end HW

  • Use Hyper-V role on 2nd Server with Premium Add on

    • Virtualize SBS for easier management

    • Virtualize Server 2003 for 32 bit apps


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Migrating Line of Business Apps

  • We rely on vendor’s migration strategy

    • Find out if x64 Server 2008 is supported

    • Find out how to migrate and upgrade the LOB app

  • Host LOB app on 2nd server with Premium Add On

  • Virtualize 32 bit apps on Server 2003 using Hyper-V role


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Migrating On-Premise workloads to Cloud

  • No inbox email or collaboration solutions on Essentials

  • Current MSFT offers include BPOS, Hosted Exchange

  • Office 365 integration add-in coming soon to Essentials

  • More information coming soon…



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Migrating to SBS 2011 Standard Using the Migration Wizard

  • Launched from the Destination Server admin console

    • Wizard based step by step guide to migration

    • Includes both automated and manual instructions

  • Should be used in conjunction with the migration whitepaper

  • Can be completed in multiple sessions within 21 days


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Migrating to SBS 2011 Standard Phase 1: Prepare your Source Server

  • Verify the network configuration:

    • Source server must be setup with single

    • NIC behind a router

  • Install all service packs and updates

  • Run BPA and fix Errors and Warnings

  • Run Exchange 2010 Readiness tool

  • Run Migration Preparation tool

    • Raises the functional level of AD DS domain to 2003

    • Runs adprep32.exe to extend AD schema for SBS 2011

  • Backup the source server including 3rd party certificates

  • Do a test migration


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Migrating to SBS 2011 Standard Phase 1: Prepare your Source Server (optional tasks)

  • Reduce size of data to migrate

  • Plan to migrate Line of Business application

  • Migrate DHCP reservations (KB 962355)

  • Clean up AD by removing unused computers and users

  • Collect all the usernames and passwords for services such as POP3, domain name config etc.

  • Download and save any printer or fax drivers

  • Decide if you want to virtualize the destination server


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Migrating to SBS 2011 Standard Phase 2: Install Destination Server in Migration Mode

  • Create answer file using the Answer File Tool

    • Save in the root of any drive on the Destination Server

  • Install the Destination Server using the answer file

    • Installs and joins the Destination Server to the existing domain

    • FSMO roles are transferred to the Destination Server

    • Destination Server becomes the Global Catalog server

    • Destination Server becomes the Site Licensing server

    • DHCP is transferred from the Source to the Destination Server

  • Verify health of DC using dcdiag, repadmin, netdiag


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Migrating to SBS 2011 Standard Phase 3: Migrate Settings and Data

  • Run Connect to Internet wizard to move network settings

  • Move Exchange Server public folders, mailboxes and OAB

  • Move user shared data using robocopy command

  • Move internal website hosted on SharePoint

    • For SBS 2003 you need to first upgrade to WSS 3.0 SP2

  • Setup and move fax data to the Destination Server

  • Migrate WSUS data and settings

  • Move Users and Groups


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Migrating to SBS 2011 Standard Phase 4: Demote and Remove the Source Server

  • Uninstall and remove Exchange Server

  • DC Promo down the Source Server

  • Remove Source Server from AD DS

  • Complete optional post migration cleanup tasks

  • Repurpose the Source Server



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Migrating to SBS 2011 Essentials Should you migrate?

  • Essentials migration is an AD/Domain migration only

  • No Exchange or SharePoint migration

  • Questions to ask yourself

    • How many users or computers?

    • Will it be easier to migrate the server or migrate each user profile?

    • Is it worth migrating a DC from an old server?


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Migrating to SBS 2011 EssentialsPhase 1: Prepare your Source Server

  • Verify the network configuration:

    • Source Server must be setup with single NIC behind a router

  • Install all service packs and updates

  • Run Best Practices Analyzer and fix errors and warnings

  • Prepare Active Directory (manual steps)

    • Raise the functional level of AD DS domain to 2003

    • Run Adprep32.exe to extend AD schema for SBS 2011

  • Backup the source server including 3rd party certificates


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Migrating to SBS 2011 EssentialsPhase 1: Prepare your Source Server (optional tasks)

  • Reduce size of data to migrate

  • Plan to migrate Line of Business application

  • Clean up AD by removing unused computers and users

    • 25 Users or Computers limit on Essentials

  • Download and save any printer or fax drivers

  • Decide if you want to virtualize the destination server


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Migrating to SBS 2011 Essentials Phase 2: Install Destination Server in Migration mode

  • Create answer file using notepad

    • Save in the root of any drive on the Destination Server

  • Install the Destination Server using answer file

  • Join Destination Server to existing domain (manual steps)

    • Install Certificate Authority

    • Promote server to Domain Controller

    • Transfer FSMO roles to Destination Server

    • Make Destination Server the Global Catalog server

    • Wait for replication to complete

  • Reconfigure DNS for the Destination Server

  • Verify health of DC using dcdiag, repadmin, netdiag


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Migrating to SBS 2011 Essentials Phase 3: Migrate Settings and Data

  • Import users using PowerShell script

  • Install connector software on client computers

    • Enables backup and health monitoring

    • Provides access to the domain for Home SKUs

  • Copy user shared data using robocopy command

  • Configure Remote Web Access on the Destination server


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Migrating to SBS 2011 Essentials Phase 4: Demote and Remove the Source Server

  • Uninstall and remove Exchange Server (SBS 2003)

  • DC Promo down the Source Server

  • Remove Source Server from AD DS

  • Complete optional post migration cleanup tasks

  • Repurpose the Source Server hardware


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Troubleshooting and Diagnosis

  • Extra due diligence during the preparation phase

    • Plan well, if possible do a test run

    • Install updates, fix all issues from BPA report

  • Critical steps to pay attention

    • Installation of the Source Server into the domain

    • DC and AD replication – check event logs, use dcdiag, repadmin

    • Installation of Exchange (Standard Only)

    • Removal of Exchange (Critical to do this correctly)

    • Removal of the Source Server

  • Clients & Folder Redirection

    • Group Policy causes most problems

  • SMTP settings on 2003 are unauthenticated


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Other Methods of Migration

  • SBS Swing Migration

    • Swing the Active Directory to a temporary server

    • Swing it back to a new server with previous name

    • Recover Data to new server

    • Details: http://www.sbsmigration.com


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Resources

  • New: Migration portal on techNet

    • http://technet.microsoft.com/en-us/sbs/gg981878

  • The Official SBS Blog

    • http://blogs.technet.com/sbs

  • SBS Forums

    • http://social.technet.microsoft.com/Forums/en-US/category/sbsserver


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Community Resources

  • SBSMigration – Jeff Middleton

    • http://www.sbsmigration.com

  • Sean Daniel’s Blog

    • http://sbs.seandaniel.com

  • Susan Bradley’s Blog

    • http://www.sbsdiva.com



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Track Resources

  • Don’t forget to visit the Cloud Power area within the TLC (Blue Section) to see product demos and speak with experts about the Server & Cloud Platform solutions that help drive your business forward.

  • You can also find the latest information about our products at the following links:

  • Cloud Power - http://www.microsoft.com/cloud/

  • Private Cloud - http://www.microsoft.com/privatecloud/

  • Windows Server - http://www.microsoft.com/windowsserver/

  • Windows Azure - http://www.microsoft.com/windowsazure/

  • Microsoft System Center - http://www.microsoft.com/systemcenter/

  • Microsoft Forefront - http://www.microsoft.com/forefront/


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Resources

  • Connect. Share. Discuss.

http://northamerica.msteched.com

Learning

  • Sessions On-Demand & Community

  • Microsoft Certification & Training Resources

www.microsoft.com/teched

www.microsoft.com/learning

  • Resources for IT Professionals

  • Resources for Developers

http://microsoft.com/technet

http://microsoft.com/msdn


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Complete an evaluation on CommNet and enter to win!


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© 2011 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.


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