Install the Migration Preparation Tool
You will need to install the migration preparation tool on the source server. To do this either insert the DVD into the source server, or if the server doesnt have a DVD drive then copy the files to a USB drive an run the migration tool manually. Below is the autorun screen from the DVD
Create an Answer File
Once the migration preparation tool has been installed you have the option to create an answer file.
You will be presented with the below screen. Fill out the options as appropriate.
Once compete save the answer file onto your USB key. The answer file must be called SBSAnswerFile.xml
Install SBS 2011 on new server
- Make sure the USB flash drive with the answer file is connected to the new SBS server and install SBS.
- The installation program will run and you will be prompted to install SBS and accept the license terms. Note that is does not mention the answer file at this stage.
- Windows will load the installation files (this may take some time) and reboot. You will then get the below screen.
Choose server migration and follow the instructions on screen.
Post Install Checks
- If there is more than one network adaptor in the server make sure the second one is disabled (as SBS only supports 1 NIC).
- Check the DHCP service on the SBS 2008 server. Make sure all reservations are there and edit the IP scope if necessary.
- The SBS 2011 install adds a number of group policies. It will set a password policy in the default domain policy. I recommend reviewing these changes (you are likely to get a number of password related queries).
- Verify the SBS 2011 server holds all the FSMO roles – from a command prompt on the SBS2011 server run NETDOM QUERY FSMO
- Run DCDiag and netdiag on the SBS 2011 server to check for errors
- Check that the DNS server is listening on all IP interfaces (and not just IPv6)
- Check shadow copies are enabled on any data drives
- Run Windows/Microsoft Update
- Make sure there is an DNS A record for autodiscover on your internal DNS range
- Time – make sure the clocks between the old and new SBS servers are synchronised.
- Check the new SBS server is a member of the active directory group “exchange domain servers”. If not add it and reboot.
Set User Profile Properties
Please be aware that if you create or associate an account with an SBS user role (more on this in the next section) then SBS will apply a set of default limits. For example it sets the maximum mailbox size to 2GB. To change these settings open the SBS console and go to the below.
Click ok to save your changes.
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