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Install Windows Server 2008 R2 Roles (part 1) - Install Roles on a Windows Server 2008 R2 Full Server Installation

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6/12/2011 11:37:59 AM
In this section, you will see how to successfully install the roles of a full installation of Windows Server 2008 R2 as well as a Server Core installation. You will learn some of the differences between the two installation methods.

1. Install Roles on a Windows Server 2008 R2 Full Server Installation

In this section, you'll learn how to install roles on a Windows Server 2008 R2 full server installation. You will go through the installations for Active Directory, Hyper-V, and Remote Desktop Services.

1.1. Install the Active Directory Role

As you'll see, you install Active Directory DS by adding the Active Directory DS role via Server Manager. After the role is installed, DCPromo will start. You then use DCPromo to turn the Windows Server 2008 R2 server into a fully functional domain controller. Here are a few important notes you should consider:

  • After you install the first domain controller, you should consider installing a second domain controller to give you redundancy. Having a second DC will allow your users to log on in case of a server outage.

  • Active Directory will require DNS services. Although you can leverage most existing DNS services, you should seriously consider utilizing Microsoft's DNS. It is made with AD in mind. Additionally, if no DNS server is installed in your network, DNS will be installed as part of the Active Directory installation.

  • Installing AD will also install three necessary services required for directory replication:

    • DFS namespaces

    • DFS replication

    • File replication

With this in mind, follow these steps:

  1. Open Server Manager.

  2. Click Roles in the tree menu on the left.

  3. Click Add Roles in the details pane on the right to begin the installation of Active Directory.

  4. On the Add Roles Wizard welcome screen, click Next, and you will see Figure 1. (You can also select the Skip This Page By Default box on the welcome screen to ignore that page for future role installations.)

  5. On the Select Server Roles screen, select Active Directory Domain Services. If you are prompted to add required services, review the services, and click Add Required Services to continue the installation. Then click Next.

    Figure 1. Selecting server roles

    Add Required Features

    When you install certain roles and services, you may be required to install features or functions as part of the role installation. When this occurs, you will be presented with a dialog box for adding the required services. For example, when you install Active Directory Domain Services, it requires the installation of the .NET Framework 3.5.1. If the .NET Framework is not installed, you will be prompted to install the services, as shown in Figure 2.

    Figure 2. Adding required features

  6. On the Active Directory welcome screen, review the information, and click Next.

  7. You will be presented with the confirmation screen; click Install to begin the installation of Active Directory.

  8. After the role is installed, to finalize the AD installation, you need to run the Active Directory Domain Services Installation Wizard (dcpromo.exe) to finish the installation. On the final screen, there is a link to start the wizard automatically.

    Configure Your Existing AD Forest and Domain

    If your Windows Server 2008 R2 is joining an existing Active Directory, you need to take a couple of steps to prepare the schema. You need to prepare the forest and the domain before joining the existing forest and domain. When you prepare the forest, you extend the schema to be able to support the new functionality in Windows Server 2008 R2. To prepare the forest, you need to be a member of the Enterprise Admins, Schema Admins, or Domain Admins group on the schema master. To prepare the domain, you need be a member of the Domain Admins group on the infrastructure master. You also need to copy the Adprep tools to the servers to run the commands. To do that, open your Windows Server 2008 R2 DVD, and copy the contents of the \support\adprep folder to both the schema and infrastructure master servers, or run the commands directly from the DVD after you insert it.

    To prepare the forest on the schema master, you need to run one of these commands from the adprep directory you copied to the server:

    • If you're installing a domain controller from the command prompt, run this command:

      adprep /forestprep

    • If you're installing an RODC from the command prompt, run this command:

      adprep /rodcprep

    • To prepare the domain on the infrastructure master, from the command prompt, run this command:

      adprep /domainprep /gpprep


  9. On the welcome screen, you should click the Use Advanced Mode Installation option to give you the most flexibility and control over the AD installation. However, if you want a default installation of AD, you do not need to select the box. Click Next to proceed.

  10. You will see the operating system compatibility screen. This screen discusses the new stronger cryptography used by Windows Server 2008 R2 and how NT 4.0 and older clients are impacted. Review the screen, and click Next to go to the Choose A Deployment Configuration screen.

  11. You will be presented with the Choose A Deployment Configuration screen shown in Figure 3. Choose the appropriate installation path for your infrastructure, and click Next.

    Figure 3. Joining or creating a new domain
  12. Enter the FQDN for your domain, and click Next

  13. Enter or verify the NETBIOS name, and click Next.

  14. On the Set Forest Functional Level screen, as shown in Figure 4, choose the appropriate level of functionality based on your current infrastructure and what operating systems are running your Active Directory services. For example, if you have Windows 2003 domain controllers, you would most likely set your forest functional level to Windows 2003. Make sure to read the notes and warnings as you choose your functional level because they differ from one functional level to the next. Click Next.

    Figure 4. Setting the forest functional level
  15. On the Additional Domain Controller Options screen, you will be presented with the following choices: to add DNS if no DNS server is found, to run global catalog services, and to turn the server into an RODC. Make the appropriate choice, and click Next. Depending on your existing DNS structure, you may have some additional actions presented in additional dialog boxes.

    To Use Built-in DNS or Not

    When you first install a new server, you should consider using the built-in DNS provided by Microsoft to support Active Directory services. Microsoft has optimized the DNS server to handle AD services and requests. Although there is nothing wrong with using a third-party DNS server, you need to perform manual configuration to ensure your AD runs properly across the network.


  16. On the next screen, you will be asked to choose the installation location for your directory databases, log files, and sysvol folder. Choose the location for the files, and then click Next. It is recommended you separate the database and log files on separate volumes to provide better reliability and performance.

  17. Set your Directory Services Restore Mode password, and click Next.

  18. On the summary screen, review the settings, and click Next to complete the installation of AD, which will take several minutes to complete. If you are going to be performing future unattended installs of Active Directory, click the Export Settings button to save your settings file for future installs.

  19. On the results screen, click Finish, and to finalize the installation of AD, you will have to reboot the server.

1.2. Install Hyper-V

Hyper-V allows you to create virtual servers to handle workloads on your server. Virtual servers for all purposes are just like any other server in your infrastructure, and installing the role is straightforward:

  1. Open Server Manager.

  2. Click Roles in the tree menu on the left.

  3. Click Add Roles in the details pane on the right to begin the installation of Hyper-V.

    Hyper-V Processor Requirement

    If your processor does not support hardware-assisted virtualization, you will see the screen in Figure 5. If you get this warning, your current hardware will not be able to run the Hyper-V role.

    Figure 5. Selecting features

  4. On the Add Roles Wizard welcome screen, click Next. (You may not see this screen if you selected Skip This Page By Default during previous role installations.)

  5. On the Select Server Roles screen, select Hyper-V. Then click Next.

  6. On the Introduction To Hyper-V screen, review the information, which also provides some links to documentation; then click Next.

  7. On the Create Virtual Networks screen, as shown in Figure 6, review the network adapters and virtual networks that will be created. You can modify your network adapters in Hyper-V Manager after you complete the installation. After you are finished reviewing the settings, click Next.

    Figure 6. Creating virtual networks
  8. Read the summary of the installation screen, and then click Install.

  9. After the role installation completes, you will see the installation results windows, which may or may not ask you to restart the server depending on your current server configuration. After you review the results, click Close. If you need restart the server, make sure you save all of your changes before you click Yes to restart the server.

  10. If your server required a restart, after the restart completes, you will see the final installation results. Click Close to begin using Hyper-V.

    BIOS Hardware-Assisted Virtualization

    After you install the Hyper-V role, you may see two error messages, as shown in Figures 7 and 8. The event IDs for the messages with Hyper-V-Hypervisor as the source are 32 and 41. These error messages are straightforward and generally indicate you have not enabled the hardware-assisted virtualization setting in your server's BIOS for your CPUs. The setting is generally located in the CPU section of your BIOS and in most instances will require you to fully power down the server for the setting on your server to take effect. Consult your server's documentation for the full procedure to enable hardware-assisted BIOS on your particular system.


    Figure 7. Hyper-V error event ID 32
    Figure 8. Hyper-V error event ID 41
1.3. Install Remote Desktop Services

Remote Desktop Services (RDS) is the newer version of Terminal Services, and it provides you with the ability to handle numerous workloads on the server using the Remote Desktop Protocol (RDP) to handle the requests. In some scenarios, you can use web browser protocols to accomplish these tasks as well.

  1. Open Server Manager.

  2. Click Roles in the tree menu on the left.

  3. Click Add Roles in the details pane on the right to begin the installation of Remote Desktop Services.

  4. On the Add Roles Wizard's welcome screen, click Next. (You may not see this screen if you selected Skip This Page By Default earlier.)

  5. On the Select Server Roles screen, select Remote Desktop Services. Then click Next.

  6. Read the welcome screen, and then click Next.

  7. On the Select Role Services screen, you are presented with the roles to install as part of the installation, as shown in Figure 9. Select the necessary roles, and then click Next.

    Figure 9. RDS roles
  8. Read the note on Uninstall And Reinstall Applications For Compatibility screen, as shown in Figure 10. This warning is why it is recommended you install RDS servers prior to installing any applications on the server. Then click Next.

    Figure 10. Application compatibility warning
  9. On the Specify Authentication Method For Your Server screen, choose the appropriate authentication method for your server, and click Next.

  10. Choose the appropriate licensing mode for your RDS setup, as shown in Figure 11. This licensing configuration also has to match the configuration for the RDS license server. After you make your selection, click Next.

    Figure 11. RDS licensing modes
  11. On the next screen, you can configure which users or groups can connect to RDS, select the groups, and click Next.

  12. On the Configure Client Experience screen, as shown in Figure 12, you can select the level of desktop experience for the client. These provide the remote client with a desktop similar to a native Windows experience, which provides features for audio and video playback, audio recording redirection, and desktop composition (features like Windows Aero). Make your selection, and click Next.

    Figure 12. Configuring the client experience

    Client Experiences

    An important consideration when you configure client experiences for your remote desktop clients is that it can increase the amount of bandwidth and system resources required for your server. This can also impact the scalability of your remote desktop servers. Lastly, if you install either the audio/video playback or the desktop composition, this will require the desktop experience to be installed on the RDS server.


  13. If you chose to install the RDS licensing role server, you will be prompted with one last step to configure a discovery scope. The discovery scope allows other licensing servers to automatically find the license server. The scope can be either a workgroup, domain, or forest level. This is not a recommended option, and you should plan on configuring your servers after the installation completes.

  14. On the confirmation screen, click Install.

  15. Review the results. You may be required to restart the server to complete the installation. When you're ready, click Close to finish the install. On the warning screen, click Yes if you are ready to reboot the server.

  16. If your server required a restart, after the restart completes, you will see the final installation results. Click Close to begin using RDS.

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