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Windows Server 2012 Requirements and Installation : Installing Server 2012 (part 1) - Server Core Install

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6/14/2013 5:07:41 PM

In this section, I give detailed instructions for installing Server 2012 in the two offered installation options: Server Core and Server with a GUI (graphical user interface). Before you install either server option, Microsoft recommends a few best practices; these are helpful to follow, although in my experiences, one of the must-do server installation preparation tasks is to research any possible compatibility issues with drivers and any applications that must run on a server. If you have a mission-critical business app, you don’t want to install or upgrade to Server 2012 only to “break” that app—meaning rendering it completely useless. If the server has drivers and apps that are not compatible with Server 2012, you can still run into problems after install or upgrade, even after following Microsoft’s best practices to the letter.

Note

Savvy server administrators will perform a new server upgrade or install on a test server not connected to the production environment. While budget limitations don’t always allow IT to purchase backup server hardware identical to production hardware, it’s a good idea to have an older server available that you can deploy Hyper-V on to set up virtual machines. This way, you can test a Server 2012 install or upgrade and then install any business-critical apps to ensure everything runs well together.

In addition to heading off any compatibility issues, follow these best practices to help make for a smooth install:

  1. Disconnect uninterruptible power supply (UPS) devices. These and other UPS equipment are typically installed through a serial connection to a server. Since their connections can cause issues with the detection process during the server install, it’s best to disconnect any UPS hardware before installing Server 2012.

  2. Back up servers. Performing a backup job before installing or upgrading to Server 2012 is critical. Backups of not just data, but also server configuration and key infrastructure components such as DHCP, are recommended. In addition, you want to back up boot and system partitions and the system state data. Another way to back up configuration information is to create a backup set for Automated System Recovery.

  3. Disable antivirus and antimalware software. Security software running during install or upgrade can interfere with both.

  4. If updgrading from Server 2008 R2, run Windows Memory Diagnostic. Test for any potential memory issues during an upgrade by running Windows Memory Diagnostic in Server 2008 R2’s Administrative Tools.

  5. Load third-party mass storage devices. Sometimes, problems recognizing devices you are trying to install from, such as DVD drives or USB flash drives, crop up during installation. To prevent such problems, if the device’s manufacturer has supplied a separate driver file, save the file in either the root directory of the media or, for AMD-based systems, into the amd6 folder. To provide the driver during setup, on the disk selection page, click Load Driver (or press F6). You can browse to locate the driver or have Setup search the media.

  6. Configure Windows Firewall. After an upgrade or install, server applications that must receive unsolicited inbound connections may fail until you create inbound firewall rules to allow them. Check with your application vendor to determine which ports and protocols are necessary for the application to run correctly.

Note

There is only one supported upgrade path to Server 2012 that will keep preexisting data and compatible programs intact. That path is an upgrade from Server 2008 R2. It is up to you, as a server administrator, to ensure that any programs installed on a Server 2008 R2 machine will not “break”—that is, be rendered inaccessible or unable to execute after upgrading to Server 2012.You can check which software is certified as compatible or will be made compatible with Windows Server 2012 by accessing this catalog on Microsoft’s website. Upgrading any server running legacy Microsoft operating systems, including Server 2003 or Server 2008 non-R2, will require backing up all data residing on that server, performing a clean install of Server 2012, and then reinstalling applications.

Next, I’ll detail step-by-step procedures for performing a Server Core installation and a Server with a GUI installation of Windows 2012.

1. Server Core Install

Starting with Server 2012, Microsoft recommends using the Server Core installation method. This is because Server Core’s interface reduces the amount of space needed for installation as well as the potential attack surface of the server. No graphical shell means less of an entryway for malware and threats. Unless you need the additional graphical management tools and interface that come with a full installation, consider going with Server Core if you feel you are ready for that in a production capacity. Of course, if deploying Server Core, you are managing the server using Windows PowerShell. While PowerShell is easier to use in Server 2012 than in previous server versions—thanks to the now over 2,300 cmdlets as well as an enhanced Integrated System Environment that lets you easily search for the cmdlets you need to perform administrative tasks—for many administrators, using PowerShell still requires quite a learning curve.

Note

If you are not comfortable with your PowerShell skills and lack of a UI for troubleshooting, this is one reason to avoid Server Core.

PowerShell in Server 2012 remains context-sensitive. If you place, for example, a space between the wrong set of characters or switches within a command line, you will end up with the command not executing and, often, puzzling error messages upon running the command.

Some server tasks are simply easier to do within the GUI if you are not very familiar with using PowerShell. Server administration often means getting tasks done in a timely manner. Thus, it just makes sense that if a server task requires either having to search through and correctly enter the proper PowerShell commands or simply right-clicking somewhere in the server’s interface, many administrators will still opt to do the latter.

Still, learning PowerShell for performing some administration shouldn’t be dismissed. PowerShell offers advantages over GUI-based management when it comes to automating routine tasks. The new snippets feature, when enabled, will remember the syntax of your most commonly used PowerShell commands—an absolute time saver for server duties that have to be performed routinely. Many companies require regular security reports on who has access to what data on the network. You can use PowerShell to set up an automated script to run on a regular basis that will pull access control lists (ACLs) against files and folders on the network.

Although you have the choice to deploy Server 2012 as a Server Core or Server with a GUI install, a big advantage of Server 2012 is that it’s easier than ever to use both the command line and the GUI for server administration. One of the biggest deployment advancements Server 2012 has over Server 2008 R2 is the ability to switch from Server Core to the Server with a GUI mode. Some applications require the GUI to install, so this flexibility comes in handy at those times when you absolutely need the full interface.

In Server Core mode, you perform server management tasks using the command line, through Windows PowerShell, or remotely. These management tasks include adding, configuring, and uninstalling server roles such as DHCP.

By default, there are 13 server roles available when Server 2012 is installed in Server Core mode:

Active Directory Certificate Services

AD CS allows for managing and installing public key certificates. Certificates provide extra security within a network because the identity of a user, device, or service is bound to a corresponding private key.

Active Directory Domain Services

AD DS is a directory that stores and manages data used for communication between users and domains. AD DS controls user logins, authentication, and directory services. AD DS is central in Windows networks.

Dynamic Host Configuration Protocol service

The DHCP service dynamically assigns IP addresses to devices on a network.

Domain Name System service

The DNS service is used to resolve network host names and services by IP address on a network and/or for resolving Internet host names from IP addresses.

File Services

File Services lets you centrally manage and provide access to files and directories on a network. File Server Resource Manager (FSRM), a suite of tools you can use to manage server resources on local or remote servers, is installed along with File Services.

Active Directory Lightweight Directory Services

AD LDS provides directory services in much the same way that AD DS does, without the need to deploy domains and domain controllers.

Hyper-V

Hyper-V 3.0 is Windows Server 2012’s virtualization technology.

Print and Document Services

Print and Document Services allows for sharing printers and scanners on a network and also provides centralized print server and network printer management. It also enables migrating print servers and deploying printer connections using Group Policy.

Streaming Media Services

With Streaming Media Services, clients on a network can receive streamed multimedia content.

Web Server

The Web Server role installs IIS (Internet Information Services) 8.0, allowing for website creation and hosting as well as deploying web applications in an organization.

Windows Server Update Services

WSUS provides a centralized way to distribute Windows Updates to clients throughout a network.

Active Directory Rights Management Server

AD RMS is a data protection technology that works with AD RMS–enabled applications to help safeguard digital information from unauthorized use. With it, you can define who can open, modify, print, forward, or take other actions with the information.

Routing and Remote Access Server

RRAS provides remote users access to resources on a network.

A Server Core installation does not provide the graphical shell of Windows Server. There is no desktop experience available. In addition, Server Core does not provide the Microsoft Management Console (MMC). Administrative tasks you would perform in the MMC are done though the command prompt or PowerShell.

Of course, just because you go with a Server Core installation of Server 2012 does not mean you can’t add management tools and features. Thanks to the new Features on Demand capability, you can add and remove components and management tools. 

Server Core installation procedures

After you’ve inserted the installation media into the CD-ROM, DVD, or USB flash drive, or executed an install from the network, the install wizard begins. The first screen prompts you to click “Install now” to get the install process up and running (see Figure 1).

First screen of a Server 2012 installation

Figure 1. First screen of a Server 2012 installation

The install wizard then prompts you to select installation preferences such as language, time and currency format, and keyboard or other input device settings, as shown in Figure 2.

Installation preferences

Figure 2. Installation preferences

Next, select the installation mode. For a Server Core install, the selection option is Windows Server 2012 Enterprise (Server Core Installation), as shown in Figure 3. Click Next to continue.

Server installation mode options

Figure 3. Server installation mode options

You are then asked to check a box to agree to the license terms. You cannot continue with installation if you don’t check the box (see Figure 4). Once you do, click Next.

You’ll then select the option to perform a fresh install of Server 2012 or an upgrade from Server 2008 R2 (see Figure 5). Select “Custom: Install Windows only (advanced)” for a new install, or “Upgrade: Install Windows and keep files, settings, and apps” for an upgrade.

Now, select how you want to partition drives and the location to install Server 2012, as shown in Figure 6. Typically, most server administrators will create a system partition for loading the server operating system. You can create another partition for the rest of the space on the hard drive(s) and then allocate it into volumes after install, depending on your storage needs.

License terms agreement

Figure 4. License terms agreement

Select the installation type: Custom for a new install, or Upgrade for upgrading from Server 2008 R2

Figure 5. Select the installation type: Custom for a new install, or Upgrade for upgrading from Server 2008 R2

Setting up drive partitions

Figure 6. Setting up drive partitions

I do recommend installing the operating system—in this case, Server 2012—on its own system partition and then creating separate partitions to store data. The partition and volumes containing the server data are what is usually included in regularly scheduled backup jobs. This way, if the server gets damaged or corrupted, you can reinstall the OS if you have to and then can restore data from backup. This is good practice on small desktop servers with one or two drives, or larger rack-mounts with up to eight drives. Configurations will vary depending on any RAID (Redundant Array of Inexpensive Disks) configurations deployed, but it’s best to keep the server install on a separate partition from data.

In this screen, you can also load third-party drivers that may be needed for Windows 2012 to recognize connected devices.

Windows then copies the server files to the hard disk, and after they’re installed, Server Core installation is complete. The next screen you will see is the Administrator login window (see Figure 7). Windows will prompt you to create a local Administrator’s password.

Initial local Administrator login

Figure 7. Initial local Administrator login

If you’ve worked with Windows Servers before, you’ll notice that the interface changes in Server 2012’s login screen from previous versions of Windows Server. One of the new interface features is an eyeball icon in the password field (see Figure 8). Clicking it and holding down the left mouse button after entering a password will change the password characters from asterisks to the actual values.

After you log into a Server Core install of Server 2012, all you will see is a command prompt screen—no desktop icons, no Start button, and no Windows Explorer (see Figure 9). Any tasks you perform after install must be done through the command line.

The eyeball icon changes asterisks to text

Figure 8. The eyeball icon changes asterisks to text

The Server Core install interface

Figure 9. The Server Core install interface

Although the interface of Server Core is sparse, you can still perform almost any tasks from the command prompt. For example, install PowerShell by running the command sconfig at the command prompt (see Figure 10). You can also perform administrative duties from the command line—such as joining the server to a domain or workgroup, renaming the server, or configuring networking settings—and other tasks with the Sconfig utility.

Running the Sconfig utility from the command prompt

Figure 10. Running the Sconfig utility from the command prompt

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