SBS 2003 -> 2011 Migration Part 1 – SBS 2011 Install

Microsoft Small Business Server provides many improvements over Small Business Server 2003 and 2007. Built on Windows Server 2008 R2, SBS 2011 Standard includes Microsoft Exchange Server 2010 SP1, Microsoft SharePoint Foundation 2010, and Windows Server Update Services.

This post will cover the following areas:

  • Configuring a SBS 2011 server for migration from SBS 2003 to 2011
  • Migrating Data
  • Migration of Exchange 2003 to Exhcange 2010 SP1
  • Migration of Sharepoint V3 to Foundation 2010

You can download the migration manual here.

I take it if you are reading this document, you have made the decission to upgrade to SBS 2011.

To begin there’s a few things you need to do first.

  1. Your new server requires atleast 120gb on the main partition to be able to install SBS 2011.
  2. Your existing server needs all service packs applied. This includes SBS 2003 SP1, Exchange 2003 SP2 and the Sharepoint updates. If these are not installed, the migration wizard will fail.
  3. Install Powershell 2.0 and the Microsoft Configuration Analyzer on the existing server
To begin:
  1. On the existing server, insert the SBS 2011 install DVD and run the migration tool. Step through this. This will let you know if you are missing any required updates.
  2. At the end of the migration wizard, it will ask you to run the answer file wizard. Run this and create an answer file
  3. Once you know the answer file is correct, you need to copy it on to a USB stick or create an ISO with this file on it (If using VMWare)
  4. You can also copy the Tools directory off the disk and place this folder on the existing server. This folder contains the migration wizard and answer file wizards.
  5. On the new server, install the SBS 2011 installation disk. Run the setup.
  6. Go through the options and install using custom install if you wish. Make sure the USB stick with the migration file is inserted (or mounted).
  7. Once the server is installed and has rebooted, you will see that migration mode is selected. This means it has detected the answer file.
  8. You will see the verify clock settings once you select migration mode. If you don’t seen this, something is wrong with the answer file.
  9. Next you will need to confirm your network settings on the source and destination server.
  10. Next you will need to confirm your source name and authentication credentials.
  11. If you get an error saying “Cannot verify server” hit shift + f10 and check your IP/DNS settings. I recommend doing a NSLOOKUP to ensure these settings are correct.
  12. Next you will need to configure the company information.
  13. Next SBS 2011 will now install any updates and complete the install. After around the 3rd reboot you will see the server in Active Directorty.
  14. Just a note: The setup says this step will take 30 minutes. Ours took a lot longer, around 2 hours. At one point it looks like it fails. Reading the log file in c:program filesWindows Small Business ServerLogs we found there were errors replicating. Replication took along time.

Stay tuned for Part 2.