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Migrate to Windows Small Business Server 2008 from Windows Small Business Server 2003

Updated: November 19, 2009

Applies To: Windows SBS 2008

noteNote
This is Version 5 of this article. For the latest online version, see the Microsoft Web site (http://go.microsoft.com/fwlink/?LinkId=91366). To download the most recent printable version, see the Microsoft Web site (http://go.microsoft.com/fwlink/?LinkId=117499).

ImportantImportant
Unlike previous versions, the Windows® Small Business Server 2008 server software (Windows SBS) requires a 64-bit server. Windows SBS 2008 does not support a 32-bit processor architecture.

This guide tells you how to migrate an existing Windows SBS 2003 domain to Windows SBS 2008 and then to migrate the settings and data. This guide also tells you how to remove your existing server from the Windows SBS 2008 network after you finish the migration.

ImportantImportant
To avoid problems while migrating your existing server to Windows SBS 2008, it is recommended that you read this document before you begin the migration.

Terms and definitions

Destination server: The new server where you are installing Windows SBS 2008 and migrating your settings and data to.

Source Server: The existing server that you are migrating your settings and data from.

Process steps

This Migration Guide includes the following steps:

  1. Prepare your Source Server for Windows SBS 2008 migration You must ensure that your Source Server and network are ready for migration. This section guides you through backing up the Source Server, evaluating the Source Server system health, installing the most recent service packs and fixes, verifying the network configuration, and raising the functional level of the Microsoft® Active Directory® Domain Services (AD DS) domain and forest. You must also run the Migration Preparation Tool on the Source Server, which updates the AD DS schema, installs an update that extends the time limit for the migration, and configures Exchange Server to support migration.

  2. Create a migration answer file for Windows SBS 2008 migration An answer file is used by Windows SBS 2008 Setup to automate the installation and to run Setup in migration mode. This section introduces you to the migration answer file and guides you through using the Answer File Tool to create the migration answer file.

  3. Install Windows Small Business Server 2008 in Migration Mode for Windows SBS 2008 migration This section explains how to use the migration answer file to install Windows SBS 2008 on the destination server in migration mode.

  4. Move settings and data to the Destination Server for Windows SBS 2008 migration The Migration Wizard helps you migrate settings and data from the Source Server to Windows SBS 2008. This section explains how to use the Migration Wizard and provides information about the settings and data that you can migrate.

  5. Delete the old Folder Redirection Group Policy object for Windows SBS 2008 migration This is the final task to re-home the redirected folders to the Destination Server. Perform this task only if you had folder redirection enabled on the Source Server.

  6. Optional post-migration tasks for Windows SBS 2008 migration After you finish migrating all settings and data to Windows SBS 2008, you may want to map permitted computers to user accounts, enable folder redirection, configure POP3 connectors, or update mailbox quotas on your new server.

  7. Run the Windows SBS 2008 Best Practices Analyzer After you finish migrating data and settings to Windows SBS 2008, you should download and run the Windows Small Business Server 2008 Best Practices Analyzer.

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Just updating to SBS 2008 from 2003      Rod Rigo Lopez   |   Edit   |   Show History
Answering PPFX question posted on 2/1/2011 2:41 PM - In regards to an in-place upgrade from SBS 2003 to SBS 2008, this is impossible as SBS 2003 is 32 bit OS, and SBS 2008 is 64 bit OS.
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Just updating to SBS 2008 from 2003      PPFX   |   Edit   |   Show History
I don't find any documentation on how to upgrade SBS 2003 to 2008... (On same server)

I remember installing an SBS 2008 that there is an "update" installation feature... Do I only have to try this ?
Submitting to SBS2008 Blog (solution to problem)      Julian46   |   Edit   |   Show History
I am in the middle of migrating a SBS2003 server to SBS2008 - using the official SBS2008 blog

No issues - except I could not see the new EX2007 Admin groups on old server using the EX2003 Adminisrator program

I found a soln by searching another MS newsgroup - but it should be submitted to the official SBS blog (keys to success or troubleshooting tips) - because Im sure others are seeing the same thing.

Does anyone know how to contact someone to add content to the blog? - this information should be added.


here is the soln:

Go to Start - Programs - Support Tools - Tools and launch ADSI Edit.
- In the left side pane expand the Configuration container.
- Next expand CN=Configuration
- Then CN=Services
- CN=Microsoft Exchange
- CN=" "your organization name here&;;gt;
- CN=Administrative Groups
- CN=First Administrative Group
- CN=Servers
- CN=Protocols
- CN=HTTP
- CN=1
- Right Click on CN=Exadmin and choose Properties.
- In the Properties dialog box observed that msExchSecureBindings was set to 443
- Removed the entry 443 from msExchSecureBindings
- Close out of ADSI Edit,
- Restarted IISadmin service.

Location, location, location      John Eric Anderson   |   Edit   |   Show History
I install SBS in my office... far away from the existing server and a full week before I deliver.

Now what? (I require of myself that I break any breakable hardware BEFORE the customer gets it.)

Plus, I don't want all the "Domain Junk" that has built up over the years.
Faulty policies, etc.

I want a clean, fresh domain. With 7 users, this is not a problem.
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This is a very difficult process, consider alternatives!      darnitol   |   Edit   |   Show History
I've spent three days on this, and with the assistance of Microsoft Telephone Support (all three days!) I have learned:

0. Seriously consider just creating a new domain then migrating everyone's usernames, machines, docs, apps, and Exchange .pst's into the new domain.

1. Read the entire Migration to Windows Small Business Server 2008 documentation, then read it again.

2. Make a good sysstate backup.

3. If you have renamed your Administrator account via Group Policy you need to disable that setting and reboot so that the default Administrator account is indeed Administrator - Sharepoint and WSUS depend on this and will fail to set up, failing the entire setup in the process.

4. Create a new Domain Administrator account to run your setups from, don't run this as the Administrator because Server 2008 doesn't like it.

5. If the process doesn't complete successfully and you don't have a good backup it will take more time and work to fix than you could ever imagine. If the process fails you need to return the source to its original configuration and start installing the target server from scratch. The virtualized copy seems like a good idea if you have modern hardware.
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Migration works for me      Boon Tee   |   Edit   |   Show History
I have run several migrations since SBS2008 was first released almost 2 years ago. Yes, there are some issues, but for the most part, I have been able to get my client's sites going in the first run. One of my concerns is the lack of a DR plan, except to restore from backup. As such, I would recommend that people look at the third party methods such as sbsmigration.com. The swing migration still uses the MS method, but does other things to ensure that you have a decent DR plan, in case you need to roll back and start again.

WFDick, I would be interested to know what the ten minor issues you mentioned are, and where these are documented.
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SBS Migrations      Susan Bradley   |   Edit   |   Show History
I'm proof that a Microsoft migration method works. For those that are looking for third party solutions or guidance check out www.sbsmigration.com as an additional migration resource.

Please go to the SBS forum at www.sbsforum.info to get migration help.
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Revisions that need to be made      Nick67 ... smooch boo   |   Edit   |   Show History
The Guide is good--but essentially incomplete in a few VERY important aspects.
0. CTRL-ALT-DEL will bring up the task manager. New tasks can then be started. 'Control' will start the control panel. 'cmd' and 'explorer' are also handy. Any executable you can get to with explorer can also be attempted to run. Internet Explorer can be run in this fashion--as can a number of driver install programs. SBSsetup log and also be viewed. This is invaluable to know.

1. DCOM must be properly configured on the source server, as per
http://www.experts-exchange.com/OS/Microsoft_Operating_Systems/Server/SBS_Small_Business_Server/Q_25087329.html

On the source server, Click Start / Run and type DCOMCNFG.EXE and hit ENTER.
In the right-hand pane, double-click Component Services, then Computers.
In the right-hand pane, right click on My Computer and select Properties
Click the Default Properties tab
Click to check the box: "Enable distributed COM on this computer".
Click OK.
Reboot the source server.

If it is not, the destination server will whine that the Migration Wizard has not been run--and you may do a bunch of fruitless Wizard/Reboot iterations till you discover that

2. The changes requested to the network configuration pre-migration are EVIL and need to be dealt with in much greater detail.
My SBS setup is multi-site. Disabling RRAS will trash any static routes--these need to be documented and re-created manually. Forewarned is forearmed.
Multi-site also means multi-homed--and possibly the source server may have more than one DNS entry.

THE FQDN OF THE SOURCE SERVER MUST RESOLVE TO ONLY ONE AND ONLY ONE ADDRESS, ON A CLASS 'C' SUBNET SHARED BY THE SOURCE AND DESTINATION SERVERS.
If it does not, DCPROMO will fail--and you will be required to reformat the destination server. Which can be very time consuming. You may also be required to restore the system state of the source server (fortunately I did not) which may introduce other possible problems that may need registry hacks.

3. Multi-site AD replication MUST be tested BEFORE migrating and AFTER reconfiguring the source server's network. The migration process will attempt to replicate the AD--failure results in VERY long delays and eventually a message asking whether or not to ignore the failure. CTRL-ALT-DEL | task manager | new task| control | administrative tools | AD Sites and Services can be accessed to determine if replication can be forced on the destination server. Replication can be tested on the source server during the migration. Issues can be sorted out and allow the migration to continue.

Given that multi-homed SBS boxes were the desired configuration, why does the migration REQUIRE trashing the existing routing setup, instead of migrating it?
Shame on Microsoft for keeping this on the market      MattChappel   |   Edit   |   Show History

WFDick I agree with you 100%. I have been waiting to take my clients to Windows SBS 2008... I have been waiting for the migration process to smooth out. I have lost faith in MS. MS has blinders on and only looks one direction (forward). I am not even sure MS knows what the word backward compatibility means. Microsoft has no interest in making the technical installers life easier by providing a migration tool that work. Shame on them.

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And thanks to Microsoft for putting it here on the page      JSL-DK   |   Edit   |   Show History
I will go the safe way.
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Shame on Microsoft for keeping this on the market      WFDick   |   Edit   |   Show History
As the tech support representative for my major hardware vendor told me when I called for advice prior to starting the migration, "Don't even attempt the migration. It is a waste of time. You will spend hours and you will end up starting all over again and doing it manually." Well, he was wrong about one thing. I won't be migrating manually because I don't put software I know to be dangerously buggy on my clients' computers. A professional with 27 years of experience, I have installed every previous version of SBS several times. I have migrated many, many times with previous versions. Convinced that someone with my experience could avoid the pitfalls, I followed every step of the migration guide religiously. I read the "Keys to Success" prior to starting. I practically memorized "SBS Issues We Would Like to See Less Of". I practiced the migration on lab servers. The result of all that work was that ten "minor issues" were listed at the end of the migration. Unfortunately, the solution for one of those "minor" issues was "Microsoft is aware of this issue and is working on it." The only solution to the problem, according to every Internet source I could find, including Microsoft, was to restore the source server and start all over again. Why would I do that? Why would I waste another day only to end up right back in the same spot? Thank you but no thank you. Microsoft has had its problems over the years and I have listened as people bad-mouthed them mercilessly. I saw the problems but always had faith that Microsoft would never put something truly dangerous on the market. That faith is gone. Without a system state backup, my client would have had a 21-day ticking time bomb for a server this Monday morning. Sure, Microsoft warned me that I needed a backup - but they put that same warning on absolutely everything. Well, if you decide to play with SBS 2008 dynamite, you had better believe them this time: make a backup. Better yet, don't buy it.
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Consider a Virtual SBS 2003 to SBS 2008 Migration      JimHoltz   |   Edit   |   Show History
One tech writer recently did an SBS 2003 to SBS 2008 migration using a virtualized SBS 2003 server as the source server. This method has two primary advantages over a non-virtualized approach.
  1. The physical SBS 2003 server is untouched and remains ready to go online if you need to restore to a pre-migration state. A tested and easy fall back solution.
  2. You can retain the pre-migration SBS 2003 virtual image so repurposing the physical SBS 2003 server can be done eariler and with the assurance of no data loss.

For an overview of the process, see:

http://social.technet.microsoft.com/wiki/contents/articles/consider-a-virtual-sbs-2003-to-sbs-2008-migration.aspx

Migration problem      Patrik Mika   |   Edit   |   Show History
Hello, I have a problem with migration SBS 2003 to SBS 2008 Czech English, a problem arises when you use the migration tool. Where to update to extend the use of SBS server for 21 days will give an error. It can not migrate from Czech to English? Thanks so much for the information
Patrick Mika
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thanks      ghazialqahtany   |   Edit   |   Show History
Thank you for your help
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