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Appendix C: Checklists for the Domain Rename Operation

Updated: July 9, 2010

Applies To: Windows Server 2008, Windows Server 2008 R2

This appendix provides checklists for the tasks to be performed during the various phases of the domain rename operation.

Complete the tasks in these checklists in the order in which they are presented. If a reference link takes you to a conceptual topic, return to the checklist after you review the conceptual topic so that you can proceed with the remaining tasks.

This checklist provides the list of requirements that must be met before you can begin a domain rename operation.

ImportantImportant
The domain rename operation is not supported in Microsoft Exchange Server 2007 or Exchange Server 2010. Domain Name System (DNS) domain rename is supported in Exchange Server 2003. However, renaming of the NetBIOS domain name is not supported in any version of Exchange Server. Other non-Microsoft applications might also not support domain rename.

For more information about other Microsoft applications that are incompatible with domain rename, see article 300684 (http://go.microsoft.com/fwlink/?LinkId=185229) in the Microsoft Knowledge Base.

Checklist Checklist: Satisfying domain rename requirements

 

  Task Reference
Checkbox

Adjust the forest functional level.

You can rename domains only in a forest in which all the domain controllers are running Windows Server 2008 Standard or Windows Server 2003 Standard Edition, Windows Server 2008 Enterprise or Windows Server 2003 Enterprise Edition, or Windows Server 2008 Datacenter or Windows Server 2003 Datacenter Edition operating systems, and the Active Directory forest functional level has been raised to either Windows Server 2003 or Windows Server 2008. The domain rename operation will not succeed if the forest functional level is set to Windows 2000 native.

Conceptual topic For more information about forest functional levels and for procedures to determine and set forest functional levels, see Enabling Windows Server 2008 Advanced Features for Active Directory Domain Services (http://go.microsoft.com/fwlink/?LinkID=105303).

Checkbox

Obtain the necessary administrative credentials.

You must have Enterprise Admins credentials to perform the various steps in the domain rename procedures. If you are running Microsoft Exchange, the account that you use must also have Full Exchange Administrator credentials.

Conceptual topic The required credentials for each procedure in the domain rename operations are described throughout the topics in Managing Active Directory Domain Rename.

Checkbox

Set up the control station.

The computer that is to be used as the control station for the domain rename operation must be a member computer (not a domain controller) that is running Windows Server 2008 Standard, Windows Server 2008 Enterprise, or Windows Server 2008 Datacenter.

Conceptual topic Set Up the Control Station

Checkbox

Configure Distributed File System (DFS) root servers.

If you want to rename a domain with domain-based DFS roots, all DFS root servers must be running Windows 2000 Service Pack 3 (SP3) or a later release of Windows Server, up to Windows Server 2008.

Conceptual topic For more information, see Distributed File System Technology Center (http://go.microsoft.com/fwlink/?LinkID=18421).

Checkbox

Satisfy Exchange-specific requirements:

  • Exchange 2003 SP1: If your Active Directory forest contains only Exchange 2003 Service Pack 1 (SP1) servers, you can run the domain rename operation, but you must also use the Exchange Domain Rename Fix-up Tool to update Exchange attributes. So that you can perform a domain rename operation, Exchange must not be installed on any domain controllers. If a domain controller is running Exchange, move the Exchange data off the domain controller and uninstall Exchange.

  • Exchange 2003, Exchange 2000, or Exchange 5.5: The domain rename operation is not supported in an Active Directory forest that contains Exchange Server 2003, Exchange 2000, or Exchange 5.5 servers. If the domain rename tool detects Exchange 2000 servers, the tool will not proceed. The domain rename tool will not detect whether Exchange 5.5 servers exist. Therefore, do not attempt the domain rename operation if the forest contains Exchange 5.5 servers.

Conceptual topic The Exchange Domain Rename Fix-up Tool is available at Microsoft Exchange Server Domain Rename Fixup (XDR-Fixup) (http://go.microsoft.com/fwlink/?LinkID=122982).

This checklist provides the list of tasks for preparing for the domain rename operation.

Checklist Checklist: Preparing for the domain rename operation

 

  Task Reference
Checkbox

Adjust the forest functional level.

noteNote
You can rename domains only in a forest in which all of the domain controllers are running Windows Server 2008 Standard or Windows Server 2003 Standard Edition, Windows Server 2008 Enterprise or Windows Server 2003 Enterprise Edition, or Windows Server 2008 Datacenter or Windows Server 2003 Datacenter Edition operating systems, and the Active Directory forest functional level has been raised to either Windows Server 2003 or Windows Server 2008. The domain rename operation will not succeed if the forest functional level is set to Windows 2000 native.

Conceptual topic Adjust Forest Functional Level

Checkbox

Create necessary shortcut trust relationships within the forest, and document all trusts.

  • Compile a list of domains to be renamed based on the new forest structure that you want.

  • Create shortcut trusts, if necessary.

  • Compile a list of all existing trusts—shortcut, external, and across forests—in the forest.

Conceptual topic Create Necessary Shortcut Trust Relationships

Checkbox

Prepare Domain Name System (DNS) zones.

  • Compile a list of DNS zones for the domain rename operation.

  • Create new DNS zones as necessary as a result of the name changes to be performed.

Conceptual topic Prepare DNS Zones

Checkbox

Redirect Special Folders to a Stand-Alone Distributed File System Namespace (DFSN).

Conceptual topic Redirect Special Folders to a Standalone DFSN [LH]

Checkbox

Relocate Roaming User Profiles to a Stand-Alone DFSN.

Conceptual topic Relocate Folder Redirection and Roaming User Profiles

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Prepare member computers for host name changes.

Conceptual topic Configure Member Computers for Host Name Changes

Checkbox

Prepare certification authorities (CAs).

Conceptual topic Prepare Certification Authorities

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Prepare a domain that contains Exchange.

Conceptual topic Exchange-Specific Steps: Prepare a Domain that Contains Exchange

This checklist provides the list of tasks that to perform during the core domain rename operation.

Checklist Checklist: Performing the domain rename operation

 

  Task Reference
Checkbox

Set up your control station for the domain rename operation.

Conceptual topic Set Up the Control Station

Checkbox

Freeze the Forest Configuration

Conceptual topic Freeze the Forest Configuration

Checkbox

Back up all the domain controllers in your forest.

Conceptual topic Back Up All Domain Controllers

Checkbox

Generate the current forest description.

Conceptual topic Generate the Current Forest Description

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Specify the new forest description.

Conceptual topic Specify the New Forest Description

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Generate domain rename instructions.

Conceptual topic Generate Domain Rename Instructions

Checkbox

Push domain rename instructions to all domain controllers, and verify DNS readiness.

Conceptual topic Push Domain Rename Instructions to All Domain Controllers and Verify DNS Readiness

Checkbox

Verify the readiness of the domain controllers.

Conceptual topic Verify Readiness of Domain Controllers

Checkbox

Execute the domain rename instructions.

Conceptual topic Run Domain Rename Instructions

Checkbox

Update the Exchange configuration, and restart the Exchange servers.

noteNote
This is an optional, Exchange-specific task.

Conceptual topic Exchange-Specific Steps: Update the Exchange Configuration and Restart Exchange Servers

Checkbox

Unfreeze the forest configuration.

Conceptual topic Unfreeze the Forest Configuration

Checkbox

Re-establish external trusts.

Conceptual topic Re-establish External Trusts

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Fix Group Policy objects (GPOs) and links.

Conceptual topic Fix Group Policy Objects and Links

This checklist provides a list of tasks that have to be performed after the core domain rename procedures are complete. Some tasks may be optional, depending on your situation and business needs.

Checklist Checklist: Completing the domain rename operation

 

  Task Reference
Checkbox

Verify certificate security.

Conceptual topic Verify Certificate Security

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Perform certain miscellaneous procedures.

Conceptual topic Perform Miscellaneous Tasks

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Back up domain controllers.

Conceptual topic Back Up Domain Controllers

Checkbox

Restart all member computers.

Conceptual topic Restart Member Computers

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Verify the Exchange rename, and update Active Directory Connector.

noteNote
This is an optional, Exchange-specific step.

Conceptual topic Exchange-Specific Steps: Verify the Exchange Rename and Update Active Directory Connector

Checkbox

Perform attribute cleanup.

Conceptual topic Perform Attribute Cleanup

Checkbox

Rename domain controllers.

Conceptual topic Rename Domain Controllers

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