Installing the Windows EBS Management Server

Applies To: Windows Essential Business Server

The Installation Wizard begins by installing Windows EBS on your Management Server.

Run the Management Server Installation Wizard

Use the following procedure to install Windows EBS on your Management Server.

Do not change any network settings in your existing environment after you begin Windows EBS installation.

You need from 2.5 to 4 hours to install the software. Your interaction with the Installation Wizard is approximately 30 minutes. This time may vary, depending on the capacity of your network. For example, Active Directory replication activities performed during installation create heavy demand on your network. The capacity to handle heavy traffic on your network could result in a longer overall installation time.

To install the Management Server
  1. Insert Windows EBS Installation Disc 2 into the Management Server, and then boot from the DVD. The Windows Server 2008 Installation Wizard appears.

  2. Set your locale, and then click Next.

  3. Click Install Now.

  4. When prompted, we strongly recommend that you type your 25-character product key to help avoid problems during activation. Click Next.

    You need a different product key for each of the three servers. Check your supplied packaging for the proper keys.

  5. If you have an Internet connection, select the check box Automatically activate Windows when I'm online if you want to activate your software now. Click Next.

  6. Review the Microsoft Software License Terms. If you agree with them, select the check box, I accept the license terms, and then click Next.

  7. Click Custom (advanced) as your installation type.

  8. On the Where do you want to install Windows? page, click the partition where you want to install Windows EBS, and then click Next.

    A system partition of at least 50 GB is recommended. If you need to load a driver, click Load Driver. If you need to format or partition a disk, click Drive Options (advanced). If you do not format or partition the disk now, you have opportunity to do it later during installation by using the Windows Server 2008 Disk Manager.

    If you plan to use a hardware-based RAID storage system, it is recommended that you configure it now, prior to continuing with the Management Server installation.

  9. The Installation Wizard installs Windows Server 2008.

    Your computer restarts one or more times while Windows Server 2008 is being installed.

  10. The Management Server Installation Wizard appears. On the Welcome page, read the introductory text. Click Next.

  11. On the Choose the network adapter page, select the network adapter that you use to connect this server to your network. Verify that the network adapter is connected to your internal network, and then click Next.

    If your Management Server has only one network adapter, select it. If the server has two network adapters, select the adapter that you prefer for your internal network (LAN) connection. Windows EBS requires only one network adapter each, connected to the internal network, for the Management Server and your Messaging Server.

  12. On the Choose temporary IP addresses page, either choose to use DHCP Server service to automatically assign the Management Server an IP address that is used during installation, or type a valid IP address that provides an Internet connection through your network, and then click Next.

    These IP address settings are used temporarily during installation to download critical updates from the Microsoft Updates Web site and to connect to the computers that already exist on your network. The settings will be reconfigured to your final settings later in the installation.

  13. On the Microsoft Update page, choose whether to download optional updates from the Microsoft Updates Web site and apply them automatically during installation, and then click Next.

  14. The Installation Wizard connects to the Microsoft Updates Web site and searches for critical updates for Windows EBS. If the wizard detects any updates, it downloads and installs them.

  15. When the wizard is finished, click Next on the Critical updates installed page.

    If there are no updates to install or if you do not have an Internet connection, the Installation Wizard notifies you. Click Next to continue to the Choose the Active Directory domain page.

  16. On the Choose the Active Directory domain page, choose to join your existing Active Directory forest or to create a new Active Directory forest, and then click Next. Complete step 17a or 17b of this procedure, depending on your selection.

  17. Do one of the following, depending on your choice in step 16:

    1. If you chose to join your server to your existing forest, type the requested information when prompted on the Join the Active Directory domain page, and then click Next. Type the domain name and the account logon credentials for a user account that has Enterprise Administrator permissions on this domain, and then click Join domain.

      The server restarts to join the domain. When prompted, log on with the account that you used to join the domain. The Progress of joining the domain page appears to help you track the progress as the server joins the domain. When the domain is joined, click Next.

    2. If you are creating a new domain, the Configure the Active Directory domain page appears. Type the name of your new domain and the credentials for the default domain administrator account, and then click Next.

      These credentials are used in the future as your domain administrator credentials. Write them down and keep them in a secure location.

      After you create the domain, the Planning data upload page appears. Click Load Planning Data to open the XML file that you saved when you completed the Planning Wizard. You can open the file from a USB drive or other portable storage media. The data file is required to continue the Installation Wizard.

  18. On the Name the servers page, type the names of your servers, and then click Next.

    Use descriptive names for each of your servers. Ensure that each server name is longer than one character and does not exceed 15 characters.

    Renaming your servers after Windows EBS has been installed is not supported.

  19. On the Assign IP addresses page, verify the default static IP addresses and the subnet masks for each of the servers, and then click Next.

    For users who are installing Windows EBS into an existing production environment, configure the static IP address for the Security Server with the same IP address as your existing network gateway.

    These IP settings are saved on the Management Server during installation. They are then used later in the installation to set the recommended network settings for the other servers.

  20. On the Select firewall option page, select an option to replace your existing firewall with the Windows EBS Security Server, or to retain your existing firewall.

    If you choose to retain your existing firewall, you must perform additional configuration tasks during the installation of the Security Server.

  21. On the Set the internal network IP addresses page, review the default IP settings for the Management Server, and then click Next to accept the settings.

    If you want to use different servers for your preferred and alternate DNS servers, click Manually configure the network settings, and then type the IP addresses that you want to use.

  22. If you joined an existing Active Directory domain, the Check the environment page appears. Click Check environment.

    In the next phase of the installation, the Installation Wizard checks several aspects of your environment to ensure that the wizard can successfully finish.

    If you did not join an existing Active Directory domain, these checks are not performed. Continue directly to the Choose the DHCP Server service page in step 24.

    If the environment checks find a condition that prevents successful installation, the Installation Wizard pauses, and you are prompted to make changes to an existing server. When you are done, click Check again. This may happen more than once, if several conditions need attention.

  23. After the Installation Wizard successfully completes all of the preinstallation checks, it displays a summary of the results on the Environment check is finished page. Review this summary, and then click Next. While the check is being performed, you may be prompted to perform upgrades or to make other changes to your existing environment. If you are prompted to run the Schema Upgrade Tool, see Run the Schema Upgrade Tool.

  24. On the Choose the DHCP Server service page, click either Continue to use the existing DHCP Server service or Configure the DHCP Server service in Windows Essential Business Server. If you choose to configure the Windows EBS DHCP Server service, click Start the DHCP Server service in Windows Essential Business Server.

    If you choose to start the DHCP Server service in Windows EBS, your existing DHCP Server service is shut down.

    Click Next.

  25. On the Configure the DHCP Server service - 1 of 2 page, review the recommended name for your DHCP Server service scope, make any desired changes, and then type your desired settings to define the range of the DHCP Server service scope. Review the preconfigured Subnet mask and Default gateway settings, and then click Next.

  26. On the Configure the DHCP Server service - 2 of 2 page, either confirm the default DNS server IP address or change the IP address to your preferred DNS server. Next, set the lease times for the IP addresses that are issued by DHCP Server service or accept the default of eight days. If you want, you can also type the settings for an optional DHCP Server service exclusion range. Click Next.

  27. On the Choose a volume for storing data page, you can choose to store application data on a volume that is separate from your system volume. To do this, leave the radio button selected and select the data volume that you want to use. If you need to format a hard-disk drive, create a partition or perform other disk management tasks, and then click Disk Management. If you need to install a driver for the disk controller, see Accessing Windows Server 2008 During Windows EBS Installation.

    If you want to store your system and application data on the same volume, click Store all system and application data on the system volume.

    Click Next.

  28. On the Type your company information page, type the company name.

    The name that you provide is used for the company name on the home page of Remote Web Workplace. The home page can display a maximum of 30 characters for the company name. If you plan on using Remote Web Workplace, choose a company name that is less than 30 characters long.

    You can type the administrator user account name as an option. The Installation Wizard automatically generates a name for the issuer of Windows EBS certificates. You can change the automatically-generated name, if desired.

    The certificate issuer name cannot be changed later. Be certain that you have provided the name you want to use before you continue the installation.

    Click Next.

  29. On the Choose how to report errors page, you are prompted to choose whether you want to participate in the Microsoft Error Reporting service.

    Click Next.

  30. On the Choose whether to report usage data page, you are prompted to choose whether you want to report usage and reliability data.

    Click Next.

  31. Review your settings on the Management Server installation page. You can change the settings that you made since you joined the Active Directory domain by clicking Previous to return to previous pages. When you finish reviewing the settings, click Install.

    The Installation Wizard installs Windows EBS on your Management Server and configures it with the settings that you chose. The Progress of Management Server installation page displays progress bars that show you how the installation is proceeding. Depending on the settings that you chose, the server may restart several times.

    You can leave the remainder of the installation unattended. If you want to observe the progress, you can log on to the server by using your domain administrator credentials.

  32. When the Management Server is installed, the Management Server installation tasks finished page appears. Click Next.

  33. If you did not choose to automatically install optional updates, the Choose optional updates page appears. Here, you can choose to install the most recent updates for all of your installed server roles. If you prefer, you can also finish the installation without downloading or installing the updates. Click Install updates to start the update process, or click Finish to finish installing the Management Server without the updates.

  34. If you chose to install optional updates, review the status of your installation and updates on the Installation and updates finished page, and then click Close.

    If there is a problem downloading or installing an update from Microsoft Update, you can successfully finish the installation of Windows EBS without applying the update. After you finish the installation of Windows EBS on the three servers, use the update-management tools in Windows EBS to apply updates.

  35. For either update option, the Continue installation page directs you to continue the installation on the Security Server, as described in Installing the Windows EBS Security Server. Click Close, and then move to the Security Server to continue.

    If you do not see the Windows desktop after you close the Installation Wizard, you can restart the computer. Or, press CTRL+ALT+DEL, and then click Start Task Manager. In Task Manager, click File, and then click New Task (Run…). In the Open text box, type explorer.exe, and then click OK.

Run the Schema Upgrade Tool

If you are prompted to upgrade your Active Directory schema level during the preinstallation checks, use the Windows EBS Schema Upgrade Tool to do this.

To use the Schema Upgrade Tool
  1. Insert the Windows EBS Disc 1 - Prerequisite Planning Tools into your existing domain controller, as prompted by the Installation Wizard.

  2. In the dialog box that appears, click Run the Schema Upgrade Tool.

  3. Follow the directions that appear in the tool interface.

The Schema Upgrade Tool can take several minutes to run. Wait until the tool has finished before continuing.

After the upgrades are finished, remove the disc from the server. Return to the Management Server, and then continue with the Installation Wizard. The Installation Wizard runs additional preinstallation checks before continuing.

Management Server installation summary

Applications, roles, and services installed

During installation, applications, roles, and services are installed on the Management Server. Most of these are completely configured during installation. For those roles that are not completely configured, you are guided through the final configuration process after installation is finished on all three servers. For more information about the components that are installed on each of the servers in Windows EBS, see the Windows EBS Product Overview.

The following applications, roles, and services are installed on the Management Server:

  • Active Directory components

  • Certificate Services

  • Domain Name System (DNS) service

  • DHCP Server service (optional installation)

  • Exchange Server management tools

  • File server role

  • Forefront TMG (formerly called ISA Server) management tools

  • Internet Information Services (IIS)

  • Microsoft SQL Server® Express

  • Microsoft System Center Essentials

  • Network Protection Service

  • Print server role

  • Remote Assistance optional component

  • Terminal Services RemoteApp™

  • Windows Server 2008

  • Windows EBS Administration Console

  • Windows EBS licensing service

  • Windows Server Update Services (WSUS—installed as a component of System Center Essentials)

Network status

When installation is finished on the Management Server, the following has been accomplished:

  • The Management Server is assigned a name and a static IP address.

  • Active Directory is configured in one of the following two options:

    • The Management Server is joined to an existing Active Directory domain as a domain controller.

    • The Management Server is the domain controller for a new domain in a new forest.

  • DNS is configured in one of the following two options:

    • The Management Server is the preferred DNS server.

    • Your existing DNS server is the preferred DNS server, and the Management Server is the alternate DNS server.

  • If selected as an option, the Management Server DHCP scope is defined.

  • If selected as an option, the Windows EBS DHCP service is started.

  • The Management Server internal adapter points to the network default gateway.

  • The Windows Firewall service on the Management Server is configured with the default firewall exceptions for Windows EBS.