Checklist: Preupgrade Tasks

Updated: November 19, 2009

Applies To: Windows Server 2008, Windows Server 2008 R2

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

Checklist Checklist: Preupgrade Tasks


  Task Reference

Assign appropriate credentials to the users who are responsible for preparing the forest and domain for an Active Directory upgrade.

Conceptual topic Assign Appropriate Credentials


Introduce a newly installed member server into the forest.

Conceptual topic Introduce a Member Server That Runs Windows Server 2008 or Windows Server 2008 R2


Identify the editions of Windows 2000 or Windows Server 2003 that are running in your environment. Then determine if you can upgrade these editions or if you must perform a complete reinstallation for each.

Conceptual topic Determine Supported Software Upgrades


Review and document the existing hardware configuration of each domain controller that you plan to upgrade.

Conceptual topic Assess Hardware Requirements


Determine the order in which you will upgrade your domain controllers before you begin the domain upgrade process.

Conceptual topic Determine Domain Controller Upgrade Order


Develop a test plan for your domain upgrade process.

Conceptual topic Develop a Test Plan for Your Domain Upgrade Process


Determine service pack levels.

Conceptual topic Determine Service Pack Levels


Back up your Windows 2000 or Windows Server 2003 domain data before you begin the upgrade.

Conceptual topic Back Up Domain Data


Resolve upgrade and application compatibility problems.

Conceptual topic Resolve Upgrade and Application Compatibility Problems

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