Small Business Server 2008 – Installation, Migration, and Configuration
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Fourteen steps of migration

There is an excellent migration guide from Microsoft and a help file in SBS 2008, which formed a part of the basis for the migration steps in this book. While they provide a good start, I found several items that need additional explanation, alternative solutions, or more information to complete them successfully. That is one of the purposes of these chapters.

Note

The Microsoft Migration whitepaper can be found at http://davidoverton.com/r.ashx?X.

There are fourteen steps that you need to complete to prepare your server for migration and these are as follows:

  1. Plan the migration process including how you will move third-party applications.
  2. Communicate plan and impact to users and get an agreement on impact
  3. Check the health of SBS 2003 Active Directory.
  4. Back up the existing server.
  5. Change network configuration to match SBS 2008 design requirements.
  6. Update software on SBS 2003.
  7. Change Active Directory functionality level.
  8. Confirm SBS 2003 is currently configured at best-practice levels.
  9. Remove unnecessary email from Exchange.
  10. Check permissions are set to allow a migration.
  11. Prepare SBS 2003 Time Synchronisation.
  12. Run the migration tool on SBS 2003.
  13. Prepare migration of line-of-business applications.
  14. Complete the answer file for SBS 2008 migration.

Many of the steps are quick and simple, while others require a real attention to detail and an understanding of the issues in hand. I will walk you through them however, there is potential for your SBS 2003 system to be configured in a way that things will appear slightly differently. Your creativity may be required to get to the right end point.

Note

All the listed tasks need to be carried out as a system administrator, which is normally the Administrator login.

Tip

Practise makes perfect

If you have a number of customer systems to migrate, then I would recommend working on a test system before you finally start on a customer system. The first time you will find yourself taking longer than you might have thought. You will discover some corners of SBS 2003 that you did not know about, and learn the new console and tools in SBS 2008. By working on a trial system, any mistakes and time overruns do not impact real system users.

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