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Migrating to Windows Small Business Server 2011 Standard : Migrating Settings and Data (part 1) - Starting the Migration Wizard

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8/27/2011 3:22:33 PM

1. Installing SBS 2011

OK—we’ve prepared our server, we’ve created our answer file, and we’re ready to go. Time to install SBS 2011. We’re going to follow the normal steps covered in this article, except that we’re using the answer file. Insert the removable media with the SBSAnswerFile.xml, insert your Installation DVD, and turn on the server.


Note:

You won’t actually need the answer file to be available until the Windows Server 2008 R2 portion of the installation completes.


You need to set your BIOS to boot from the DVD drive as the first option to ensure that the server boots from the DVD. Then walk through the normal Windows Server 2008 R2 installation steps as covered in this article. You’ll choose your installation disk, and you can set the size of your system volume for SBS at this time. Do not set it at fewer than 120 GB—we really prefer 200 GB or more. It’s a real pain to increase the size later, and there are just too many things that end up going onto your primary system volume.

After you’ve answered the initial installation questions, the installation of Windows Server 2008 R2 proceeds automatically. When it completes and the system reboots, the installation of SBS will automatically begin if the SBSAnswerFile.xml file is available and you’ve set the answer file for unattended installation. Even if you’ve selected the Run Unattended check box in the SBS Answer File Generator, the installation will stop if it is missing a critical piece of information. If you’ve left the Run Unattended check box cleared, the SBS installation process will use the answers you’ve provided in the file, but it will expect manual input from you to move from step to step.

The server will reboot several times during the installation, but if you’ve filled out the answer file fully and you’ve selected the Run Unattended check box, you should be able to start it, answer the initial questions, and go away for a while. Have lunch. Play a game of racquetball. The whole process might be automated, but it’s still slow. When the installation is complete, you’ll see the Installation Finished screen shown in Figure 1.

Figure 1. The Installation Finished screen, ready to start the migration from SBS 2003 to SBS 2011



2. Migrating Settings and Data

After you’ve completed the installation of SBS 2011 into your SBS 2003 network, you have 21 days to complete the migration and decommission the original server. There are several steps in the process—some automated, some not.

2.1. Using the Migration Wizard

From the time that Windows Small Business Server 2011 Standard is first installed and running on your existing SBS network, you have a maximum of 21 days to complete the migration. Required tasks listed in the Migration Wizard must be completed in the order listed. Optional tasks can be completed later because the other tasks in the task list are not dependent on them. The tasks in the Migration Wizard are listed in Table 1.

Table 1. Tasks in the Migration Wizard
TASKREQUIRED OR OPTIONAL
Change data storage locations on the new SBS 2011 server.Optional
Configure networking.Required
Configure Internet address.Required
Migrate network settings from old SBS server.Optional
Migrate Exchange Server mailboxes.Required if Exchange is used
Clean up legacy Group Policy settings.Optional
Migrate users’ shared data.Optional (but not if you’re the user!)
Migrate Companyweb.Optional
Migrate fax data.Optional
Migrate user accounts and groups.Required
Migrate SQL Server data.Optional and not in the wizard
Migrate line-of-business applications.Optional and not in the wizard
Decommission the old SBS 2003 server.Required

You can start and stop the Migration Wizard as often as necessary. Each time you open it after the initial time, it opens to the Migration Wizard Home page.


Note:

For the steps of this wizard, we’ve chosen to break the process up in sections that correspond to the individual tasks in the wizard. Each section begins with a heading and includes a series of steps. You can complete each section independently of the other sections, except that each required task in the wizard must be performed in order.


2.1.1. Starting the Migration Wizard

To run the Migration Wizard, follow these steps:

  1. Log on to the new SBS 2011 server with the new administrator account you created earlier.

  2. Open the Windows SBS Console if it doesn’t open automatically. Clicking the Start The Migration Wizard link in the Installation Finished screen shown in Figure 1 will automatically launch the Windows SBS Console.


    Note:

    The Windows Small Business Server 2011 Standard Console is the official name of the Windows SBS Console, but we don’t want to type that out every time, and we don’t think you want to read that whole long name every time, either. So we’ve shortened it to Windows SBS Console or even sometimes just SBS Console. But it’s still just the same console, and it’s the heart of everything you do with SBS.


  3. Click Migrate To Windows SBS to open the Migrate To Windows Small Business Server 2011 Standard Wizard. The first time you run the wizard, you’ll see a Welcome page.

  4. Click Next to open the Migration Wizard Home page, shown in Figure 2.

    Figure 2. The Migration Wizard Home page before starting the migration

  5. Select Change Where To Store Data On The Destination Server, and click Next to open the page shown in Figure 3.

    Figure 3. The Change Where To Store Data On The Destination Server page

  6. This is an optional task, so you can choose to skip it. Because the default location for Exchange Server data is on the C drive, we definitely want to change that. So click Change The Exchange Server Data Location to open the Move Exchange Server Data Wizard.

  7. Click Next and your server hard drives are examined. When the wizard finishes the examination, it prompts you with the warning Server Backup Is Not Configured, as shown in Figure 4. We know that, so click OK.

    Figure 4. Warning that Server Backup isn’t configured

  8. On the Choose A New Location For The Data page, shown in Figure 5, select the location you want to use for the data and click Move.

    Figure 5. The Choose A New Location For The Data page of the Move Exchange Server Data Wizard

  9. Click Finish when the task completes.

  10. Complete the rest of the relocations on this page now, or complete them later. SBS includes wizards that simplify these tasks even after the migration is complete.

  11. Click Skip Task when you’ve completed all the steps you want to do at this time, and then click Next to return to the Migration Wizard Home page.


Note:

You could also click Task Complete and return to the Migration Wizard Home page, but by clicking Skip Task, you will have the option to return to this task later if you want to.


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