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Migrating to Windows Small Business Server 2011 Standard : Preparing Your Server (part 4) - Running the Migration Preparation Tool

8/15/2011 5:54:07 PM

9. Running the Migration Preparation Tool

There are several tasks that need to be done on all SBS 2003 networks to prepare for the actual migration, including the following:

  • Upgrade the Active Directory schema.

  • Set the Microsoft Exchange Server mode.

  • Extend the time that two SBS servers can coexist in the same network.

To make life easier, these tasks are automated with the Migration Preparation Tool.

There’s one other task we’ll cover in this section—synchronizing the time source. On most SBS networks, this should already be OK, but it’s critical for the proper migration to the new SBS 2011 server, so make sure it’s correct and synched to an external source.


Warning:

IMPORTANT The changes made by the Migration Preparation Tool are irreversible. You should ensure that you have a fully tested backup of your existing SBS 2003 server before running the Migration Preparation Tool. The only way to return to your original configuration is to restore your backup.


Before you start the migration, you need to upgrade the Active Directory schema to align with the schema used by SBS 2011. To upgrade the schema, you must be logged on to the existing SBS server with an account that is a member of the Domain Admins, Enterprise Admins, and Schema Admins groups. The default Administrator account is in all three groups. To verify that the account you are using is in the necessary groups, open Active Directory Users And Computers and double-click the account you are using. Click the Member Of tab to see a list of groups the account belongs to, as shown in Figure 25.

Figure 25. The Member Of tab of the Administrator account properties


To run the Migration Preparation Tool, use the following steps:

  1. Log on to your source server with an account that has Domain Admins, Enterprise Admins, and Schema Admins privileges.

  2. Insert the first SBS 2011 DVD into the DVD drive of the source server. If you have autorun enabled on the source server, you’ll see the screen shown in Figure 26.

    Figure 26. The Autorun screen for Windows Small Business Server 2011 Standard when run on SBS 2003


    Note:

    If you don’t have a DVD drive on your existing SBS server, insert the DVD in a client workstation and copy the entire tools directory to a location on the server and run SourceTool from there.


  3. Click Install The Migration Preparation Tool.

  4. Acknowledge the End-User License Agreement (EULA), and click Install and then Finish. (Leave the Run The Migration Preparation Tool option selected.)

  5. On the Get Important Updates screen, choose either Download And Install Updates (Recommended) or Do Not Download Updates. Personally, we avoid downloading any additional updates at this point, though the official Microsoft recommendation is to always download updates.

  6. On the Prepare Your Source Server For Migration page, select the I Have A Backup And Am Ready To Proceed check box and then click Next. The tool will start updating your schema, extending your coexistence time, and configuring Exchange Server as shown in Figure 27. The process takes several minutes, so just be patient. The largest chunk of time is for the schema upgrade.

    Figure 27. The Migration Preparation Tool is preparing the source server for migration

  7. When the tool completes its tasks, click Next and the source server will be scanned for any additional problems. If any are identified, as shown in Figure 28, correct them before continuing.

    Figure 28. The Migration Preparation Tool found an issue that must be corrected before continuing

  8. Review the Migration Guide, select the check box for it, and then click Create An Answer File. See the steps under Creating A Migration Answer File. After you’ve finished creating it and storing it on the USB or other media you’ll use, click Finish to close the Windows Small Business Server 2011 Standard Migration Preparation Tool.

  9. When you exit the Migration Preparation Tool, you’ll be prompted to reboot. You should reboot your server before going any further.

After you reboot, you need to make sure your existing SBS 2003 server is correctly synchronized with an external time source. To set the time synchronization on your SBS server, use the following steps:

  1. Log on to your existing SBS server with an account that has Domain Admins privileges.

  2. Open a command window (cmd.exe). Type the following commands in the window, as shown in Figure 29:

    w32tm /config /syncfromflags:domhier /reliable:no /update

    net stop w32time

    net start w32time

    Figure 29. Configuring Windows Time synchronization

  3. Close the command window.


Warning:

IMPORTANT If you are running SBS 2003 and SBS 2011 in virtual machines on a Hyper-V server, the parent partition must have the same time zone, date, and time as the child partitions.


Finally, before you can migrate your existing SBS 2003 server, ensure that any line-of-business applications are moved off the main SBS server, or that you have a clear migration path to move them to another server on your SBS network after the migration completes. Remember that once you migrate to SBS 2011, your old SBS server must be completely decommissioned and removed from the network. Before you can return it to the SBS network, you need to format the system disk and reinstall an operating system. The old and new SBS servers can co-exist on the network for a maximum of only 21 days.

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