Migrate Small Business Server 2003 to Exchange 2010 and Windows 2008 R2 - Exchange 2010 Migration,...

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Start FREE Trial Contact Us Member Login Enter Your Search Terms Experts Exchange Software Server Software Email Servers Exchange Migrate Small Business Server 2003 to Exchange 2010 and Windows 200... Migrate Small Business Server 2003 to Exchange 2010 and Windows 2008 R2 demazter Posted on 04/16/10 at 4:03 AM 129 of 130 members found this article helpful. This guide is intended to provide step by step instructions on how to migrate from Small Business Server 2003 to Windows 2008 R2 with Exchange 2010. For this migration to work you will need the following software: Windows Small Business Server 2003 (SBS 2003) Windows 2008 Server or Windows 2008 R2 Server Exchange Server 2010 Microsoft Office Filter Pack from here: http://www.microsoft.com/downloads/details.aspx?FamilyID=60c92a37-719c-4077 -b5c6-cac34f4227cc&displaylang=en Windows SharePoint Services 3.0 with integrated Service Pack 2.Only the version with Integrated Service Pack 2 will install on Windows 2008 R2. You can download it from here: http://www.microsoft.com/downloads/details.aspx?familyi d=9FB41E51-CB03-4B47-B89A-396786492CBA&displaylang=en Microsoft SQL Server Management Studio Express which can be downloaded from: http://www.microsoft.com/downloads/ details.aspx?FamilyID=c243a5ae-4bd1-4e3d-94b8-5a0f62bf7796&displaylang=en You will need to download both the 32bit and 64bit versions Steps required: 1. Health Checks on Small Business Server 2003 2. Join new Windows 2008 Server to the domain as a member server 3. Prepare Active Directory for Windows 2008 R2 Server 4. Make Windows 2008 R2 Server a Domain Controller of the Existing Small Business Server 2003 Domain 5. Transfer DHCP Service 6. Install Exchange 2010 7. Installing Exchange 2010 SSL Certificate 8. Migrate Exchange Data 9. Migrate SharePoint Services 10. Migrate shared user data 11. Uninstall Exchange 2003 from Small Business Server 2003 12. Transfer all 5 FSMO roles to Windows 2008 Domain Controller 13. DCPROMO SBS 2003 server so it is no longer a domain controller and remove from network It’s important that the steps are followed in order as different stages make different changes to the way in which your server operates. For example you MUST make the 2008 server a domain controller before you install Exchange. Step 1 - Health Checks on Small Business Server 2003 The absolute first thing you need to do is take a SYSTEM STATE backup of your Small Business Server as well as a full system backup. There is little chance of the data getting lost but the SYSTEM STATE backup backs up Active Directory so that if it all goes wrong we can recover it if needed. What you then need to do on the SBS 2003 server is to make sure you have all the latest available updates. This means you should at a minimum have: Windows 2003 Service Pack 2 Windows Small Business Server Service Pack 1 Microsoft Exchange 2003 Service Pack 2 Once you have installed all of the above, run Windows Update and make sure you select the option in the blue banner bar across the top for Microsoft Update. Microsoft Update will then allow you to update all Microsoft products installed on the server providing a more comprehensive update solution. Keep running the check and installing all updates until there are no more available. Check the health of your Active Directory by running DCDIAG, if there is anything reported as an error fix it before moving on. Run the Small Business Server 2003 Best Practices Analyser from here: http://www.microsoft.com/downloads/details.as px?familyid=3874527A-DE19-49BB-800F-352F3B6F2922&displaylang=en Make sure you fix any problems the analyser identifies. If you cannot, then why not raise a question on EE to have our Experts help you? 1. alanhardisty 1,402,587 2. demazter 1,254,590 3. MegaNuk3 838,777 4. Akhater 497,643 5. amitkulshr... 491,738 6. e_aravind 445,378 ADVERTISEMENT Hall of Fame Migrate Small Business Server 2003 to Exchange 2010 and Windows 20... http://www.experts-exchange.com/Software/Server_Software/Email_Ser... 1 of 55 6/28/2011 6:40 PM

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Migrate Small Business Server 2003 to Exchange 2010 and Windows2008 R2

demazterPosted on 04/16/10 at 4:03 AM129 of 130 members found this article helpful.

This guide is intended to provide step by step instructions on how to migrate from Small Business Server 2003 to Windows2008 R2 with Exchange 2010.

For this migration to work you will need the following software:

Windows Small Business Server 2003 (SBS 2003)Windows 2008 Server or Windows 2008 R2 ServerExchange Server 2010Microsoft Office Filter Pack from here: http://www.microsoft.com/downloads/details.aspx?FamilyID=60c92a37-719c-4077-b5c6-cac34f4227cc&displaylang=enWindows SharePoint Services 3.0 with integrated Service Pack 2.Only the version with Integrated Service Pack 2 willinstall on Windows 2008 R2. You can download it from here: http://www.microsoft.com/downloads/details.aspx?familyid=9FB41E51-CB03-4B47-B89A-396786492CBA&displaylang=enMicrosoft SQL Server Management Studio Express which can be downloaded from: http://www.microsoft.com/downloads/details.aspx?FamilyID=c243a5ae-4bd1-4e3d-94b8-5a0f62bf7796&displaylang=en You will need to download both the32bit and 64bit versions

Steps required:1. Health Checks on Small Business Server 20032. Join new Windows 2008 Server to the domain as a member server3. Prepare Active Directory for Windows 2008 R2 Server4. Make Windows 2008 R2 Server a Domain Controller of the Existing Small Business Server 2003 Domain5. Transfer DHCP Service6. Install Exchange 20107. Installing Exchange 2010 SSL Certificate8. Migrate Exchange Data9. Migrate SharePoint Services10. Migrate shared user data11. Uninstall Exchange 2003 from Small Business Server 200312. Transfer all 5 FSMO roles to Windows 2008 Domain Controller13. DCPROMO SBS 2003 server so it is no longer a domain controller and remove from network

It’s important that the steps are followed in order as different stages make different changes to the way in which your serveroperates. For example you MUST make the 2008 server a domain controller before you install Exchange.

Step 1 - Health Checks on Small Business Server 2003

The absolute first thing you need to do is take a SYSTEM STATE backup of your Small Business Server as well as a fullsystem backup. There is little chance of the data getting lost but the SYSTEM STATE backup backs up Active Directory sothat if it all goes wrong we can recover it if needed.

What you then need to do on the SBS 2003 server is to make sure you have all the latest available updates. This means youshould at a minimum have:

Windows 2003 Service Pack 2Windows Small Business Server Service Pack 1Microsoft Exchange 2003 Service Pack 2

Once you have installed all of the above, run Windows Update and make sure you select the option in the blue banner baracross the top for Microsoft Update. Microsoft Update will then allow you to update all Microsoft products installed on theserver providing a more comprehensive update solution. Keep running the check and installing all updates until there are nomore available.

Check the health of your Active Directory by running DCDIAG, if there is anything reported as an error fix it before moving on.

Run the Small Business Server 2003 Best Practices Analyser from here: http://www.microsoft.com/downloads/details.aspx?familyid=3874527A-DE19-49BB-800F-352F3B6F2922&displaylang=en

Make sure you fix any problems the analyser identifies. If you cannot, then why not raise a question on EE to have our Expertshelp you?

1. alanhardisty 1,402,5872. demazter 1,254,5903. MegaNuk3 838,7774. Akhater 497,6435. amitkulshr... 491,7386. e_aravind 445,378

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A common problem that can cause this migration to fail is that the SBS 2003 server does not have its own IP address listed forDNS in the network properties under TCP/IP. If this is the case, update it so that it does (do not use the loopback 127.0.0.1address).

Step 2 - Join new Windows 2008 Server to the domain as a member server

To join a Windows 2008 Server to the Small Business Server domain we need to first ensure that it is receiving a correct IPAddress

Allow the Windows 2008 Server to receive a DHCP Address from your Small Business Server. Run an IPCONFIG /ALL tocheck this. The DNS Server entry is probably the most important. This should be configured to use the IP Address of yourSmall Business Server for DNS.

To test, it might be worth just pinging the SBS 2003 server from a command prompt just to check the name can be resolved bydoing the following:

Click Start > Run > type CMD and then click OKtype PING SBS2003SERVERNAME

If you get a good response then we can try and join the 2008 server to the domain.

To Join the Server to the Domain, do the following:Click Start and right click on Computer and select propertiesFrom the screen that opens under the section called Computer name, domain, and workgroup settings click Changesettings. Then click on ChangeAt this point if you haven’t already specified the name of your new server you can do soCheck the radio button next to where it says Domain and enter the domain name that the Small Business Server 2003 belongs toClick OKAt which point you will be prompted for a username and password for a user that has permissions to add the computer tothe domainOnce you have added your credentials and click OK you will then be informed the server requires restarting. Pleaserestart to resume the migration

Step 3 - Prepare Active Directory for Windows 2008 R2 Server

The first step of this process is to raise the Functional Levels of the SBS 2003 server. This involves raising the domain andforest functional level of Active Directory and the Operational mode of Exchange Server.

To raise the Domain Functional Level do the following:Click Start > Administrative Tools > Active Directory Users and ComputersRight click on the domain name and select Raise Domain Functional LevelIn the drop down box select Windows Server 2003 and click OK (if this has already been done don’t worry)

To raise the Forest Functional Level do the following:Click Start > Administrative Tools > Active Directory Domains and TrustsRight click where it says Active Directory Domains and Trusts and select Raise Forest Functional Level.

And we also need to raise the Exchange Operational Mode. To do this, you need to do the following:Click Start > All Programs > Microsoft Exchange > System ManagerRight click on the Organisation name right at the top of the list and select propertiesIn the dialogue box check the Operational Mode, if it says Mixed Mode click the Change Mode button and say yes to thedialogue box asking if you want to change to native mode

Before we can add the Windows 2008 Server as a domain controller to the SBS 2003 domain, we need to prepare ActiveDirectory.To do this use the following procedure whilst working on the Small Business Server

Insert the Windows 2008 DVD in to the Small Business Server. Ignore the autorun message that appears telling you thisversion is incompatible by clicking OKOpen a command prompt (Start > Run > CMD) and run the commands below

NOTE: X: refers to the drive letter that has been assigned to your DVD Drive.X:\support\adprep\adprep32 /forestprep

After the above command you will be prompted to confirm you wish to proceed by typing the letter C and pressingEnter

X:\support\adprep\adprep32 /domainprepX:\support\adprep\adprep32 /domainprep /gpprepX:\support\adprep\adprep32 /rodcprep

Step 4 - Make Windows 2008 R2 Server a Domain Controller of the Existing Small Business Server

2003 Domain

To make the Windows 2008 Server a Domain Controller is fairly straight forward, we simply click Start > Run and typeDCPROMO click OK.

This will check that the Active Directory Services Binaries are installed and if they are not, it will install them. It will then startthe Active Directory Domain Services Installation Wizard.

ADDS-Wizard-01.jpg

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On the first screen, there is no need to check the 'Use Advanced mode Installation' check box, just simply click next. On theoperating System Compatibility screen click next.

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On the 'Choose a Deployment Configuration' screen, select the radio box for Existing Forest and Add a domain controller to anexisting domain. Then Click next.

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On the 'Network credentials' screen, the name of the domain should have been detected automatically. Check this is correct. If you are logged in as a user that has domain admin privileges then you can use the My Current logged on credentials option. If not, click the set button and add the username and password that has domain admin privileges as shown in the screenabove. Click Next.

The following screen will give you the results of a domain search and ask you which domain you want to add this domaincontroller to. As you are upgrading Small Business Server there should only be one. Click Next.The next screen will give you an option to select the site for the new domain controller. If you have more than one ActiveDirectory Site ensure that you select the correct one if it hasn’t been done by default. Click next.

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On the 'Additional Domain Controller Options' screen, make sure that both the DNS Server and the Global Catalog options areboth checked. Click Next. The error message regarding DNS Delegation can safely be ignored. Click Yes on this dialog tocontinue.

If you have separate folders where you want to store your log files, SYSVOL share and the Active Directory database thenthese can be specified on the next screen. To be honest I keep them all as defaults. Once done, click Next.

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On the following screen, you are asked to set a password for Directory Services Restore Mode Administrator (DSRM). Pleasenote this is NOT the Domain Administrator password. This password is used to boot the Domain Controller into DirectoryServices Restore Mode which is used for recovering corrupt/deleted/failed Domain Controllers. Make a note of this passwordand keep it somewhere safe (in a fire safe for example).

Click Next on the following 2 screens. The wizard will then start the promotion of the server to a domain controller (I alwayscheck the box on this screen to reboot on completion - This way you can leave it and come back to it knowing that it will beready to continue).

Once rebooted your new server will be a domain controller, DNS server and Global Catalog server in your Small BusinessServer Domain.

Step 5 - Transfer DHCP Service

By default the Small Business Server will be the DHCP Server (if it isn’t and you're using something else for DHCP, then youwill simply need to update the DNS configuration this device is giving out so that it points to the 2008 Server instead of the2003 Server) we will need to transfer this to the new server.

We can start this process by installing the DHCP Service.

DHCP-Service-01.jpg

To install DHCP, open up Server Manager and under Roles, click Add Role. From the list, select DHCP Server and click Nextthen next on the Introduction to DHCP Server screen.

On the network Connection Bindings screen you should have your primary IP address listed. As you will be installingExchange on this server it’s not recommended to have a multi-homed server but if you do make sure the LAN card and IP is theonly one selected. Click next.

NOTE: A multi-homed server is a server that has multiple IP addresses assigned to multiple Network Interface Cards. Normallythese types of servers would be used as routers. Whilst Exchange can be made to work in this environment, it's notrecommended.

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On the Specify IPv4 DNS Server Settings check the following settings:Check the parent domain name is correctMake sure that the IP Address listed for Preferred DNS server IPv4 Address is the address of the new Windows 2008ServerRemove any entry in the Alternate DNS Server IPv4 Settings as these will not be requiredClick next

Click next accepting the default settings on the WINS screen.

On the Add or Edit DHCP Scopes screen, click Add. This will present you with the Add Scope dialog box.

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On this screen enter the following details:scope namethe start IP addressthe end IP address

(This should be the same as the DHCP Scope you have configured on the Small Business Server).Uncheck the box that says Activate this scope (we don’t want it just yet)The subnet mask should have been calculated automatically but if it isn’t correct then please change it to ensure it isEnter the default gateway; this will be the router on your network

You will notice in the scope I am creating, I have started from 192.168.10.15 this is so that I have 15 addresses that I canassign to fixed addresses. My Small Business Server and Windows 2003 server will have an address below 192.168.10.15but I might also have printers, photocopiers, and wireless access points that also need fixed IP addresses. I have also left192.168.10.254 available to use for my router.

Once you have completed all the details, click OK and then Next.

Accept the default setting on the 'Configure DHCPv6 Stateless Mode' and the Specify IPv6 DNS Server Settings.

On the 'Authorize DHCP Server' screen, select to use the current credentials and click Next, then Install on the confirmation

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screen.

The DHCP Server service is now installed on the Windows 2008 server.

Before we can switch over, we need to make some changes to the Small Business Server DHCP settings. Whilst we can justturn one off and turn the other on this will cause you to have to release and renew the settings on the client machines manuallyfor them to pick up the new DHCP Service. The alternative is to wait the 4 days before your client machines request an IPaddress renewal.

To make the required changes, do the following on the Small Business Server:Navigate to Start > Administrative Tools > DHCP this will open the DHCP snap-inRight click on the Scope listed under your Small Business Server and select properties

DHCP-Service-04.jpg

In the section titled 'Lease duration for DHCP clients' we are going to change it to 2 hours from the default of 8 days. Click OK

Then under Address Leases, highlight all DHCP Leases, right click and select delete. NOTE: If you have any reservedaddresses make sure they are not highlighted otherwise they will be deleted also.

This action will cause all DHCP clients to renew their addresses and gain an address that has a 2 hour lease. Check theAddress Leases and refresh until you are happy that all the clients now have an IP address. (You might want to leave thisovernight just to make absolutely sure)

Once you are happy that all the clients have now got a 2 hour lease from the Windows 2008 server do the following:Navigate to Start > Administrative Tools > DHCPExpand the Windows 2008 servername and IPv4 then right click on the scope listedSelect Activate

This will start the DHCP Service on the 2008 server and deactivate the service on the Small Business Server (this will happenautomatically because when Small Business Server detects another DHCP server on the network it shuts its own down).

You will now find that in approximately 1 to 2 hours time, all your clients will start picking up IP addresses from the Windows2008 Server.

You can now disable the DHCP Server service on the Small Business Server. DO NOT disable the DHCP Client service, asthis plays a part in DNS registration.

Now that all the clients are using the new Windows 2008 Server for DHCP and DNS, we need to make sure that the SmallBusiness Server is also using the Windows 2008 Server for DNS. To do this modify the TCP/IP properties of the network cardand change the Primary DNS servers IP address to that of the Windows 2008 Server. Do not enter anything in the SecondaryDNS server.

Once you have done this restart the NETLOGON service so that the DNS entries are added to the Windows 2008 DNS.

Step 6 - Install Exchange 2010

Because we performed all the diagnostic checks at the start, the installation of Exchange 2010 should be fairly straight forward. Please note that even though the installation of any version of Exchange Server on a domain controller is supported byMicrosoft, it is not a recommended configuration. But since we are migrating from Small Business Server the chances are youstill want to stick with a single server configuration.

The first step is to install the pre-requisites on Windows 2008 to allow the Exchange 2010 installation to complete. This can be

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done very easily using the Windows PowerShell.

To do this, please use the following steps:Click Start > All Programs > Accessories > Windows PowerShell

Once the PowerShell is opened run the following commands:Import-Module ServerManager

There is no notification this has completed you will just see a flashing cursor waiting for input. This command will allow us toadd server roles and features via the PowerShell command.

Add-WindowsFeature NET-Framework,RSAT-ADDS,Web-Server,Web-Basic-Auth,Web-Windows-Auth,Web-Metabase,Web-Net-Ext,Web-Lgcy-Mgmt-Console,WAS-Process-Model,RSAT-Web-Server,Web-ISAPI-Ext,Web-Digest-Auth,Web-Dyn-Compression,NET-HTTP-Activation,RPC-Over-HTTP-Proxy –Restart

This command will install all the pre-requisites for the Mailbox, Hub Transport and Client Access roles on to the Windows 2008Server. This will replicate what you currently have on the Small Business Server.Once the server has restarted after the above command, launch the Windows Powershell again and run the followingcommand:

Set-Service NetTcpPortSharing -StartupType Automatic

This will set the Net.Tcp Port Sharing Service to Automatic instead of Manual

Install the Microsoft Office Filter Pack (which you should have downloaded earlier from the top list of required software).

Once we have done this, we need to prepare Active Directory for the Exchange 2010 installation.

Unlike previous versions, Exchange 2010 will detect if the schema updates have been done and do them if not, I prefer to seethis happen.

To prepare Active Directory for Exchange 2010 we need to do the following:Insert the Exchange 2010 DVD in to the Windows 2008 ServerOpen a command prompt (Start > Run > CMD)Run D:\setup /PrepareLegacyExchangePermissionsRun D:\setup /PrepareSchemaThere is an additional command which is: setup /PrepareAD /OrganizationName: but I am going to let the ExchangeServer installation do this part

Start the Exchange installation from the DVD. On the initial splash screen that opens, click Step 3: Choose ExchangeLanguage Options, select the appropriate option then click Step 4: Install Microsoft Exchange. The Exchange InstallationWizard will then start.

The first screen you see is the Introduction screen, click Next. Read, agree to and accept the license agreement screen.

Exchange-Setup-01.jpg

This screen allows us to choose the type of installation. As it’s assumed the Exchange 2010 server is a direct replacement forSmall Business Server and all roles will be installed on a single server, we simply select Typical Exchange Server Installationand Click next.

If we were separating our roles out on to different servers we would select Custom Exchange Server Installation and then clicknext.

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This screen allows us to specify what URL will be used for accessing our Outlook Web App from outside of the network. Whatever you put in here you will need to make sure you have a DNS A record for it in your EXTERNAL DNS server. In thelater steps you will also need to use this name in your SSL Certificate Request. (CSR)

Check the box 'The Client Access role server will be internet-facing' and then specify the URL you will use, do not add https://or anything at the end i.e. /owa. Click next.

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This screen is asking us to specify the Exchange 2003 server that the installation will create a routing group connector for. This is essential for mailflow between the servers. Click Browse, the list should be generated automatically and you will beable to select the Small Business Server from the list. Click OK and then next.

Choose on the next screen if you wish to participate in the Customer Improvement program and then click next. At this pointthe readiness checks will be performed to ensure your infrastructure is ready for Exchange 2010.

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The results of the readiness check should show a warning on the Organisation Prerequisites, this is normal and it’s becausewe didn’t run the setup /PrepareAD /OrganizationName: command earlier on. This can safely be ignored as the setup willperform this task for us.

The other cautionary warning you will see on my screen capture is simply because I haven’t installed the Office Filter Pack soyou will only see this if you didn’t follow the step earlier. Once you click install, the wizard will Install Exchange Server 2010. And we are looking for the screen below. All green.

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Now that Exchange is installed, using the Exchange Management Console, navigate to Server Configuration > Hub Transport. Here there will be 2 Receive Connectors listed.

The one we will be dealing with is the one that starts with the word Default and is followed by the name of the Exchange 2010server. Right click on this Receive Connector and select properties. Under the Permission Groups tab, check the box for

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Anonymous Users. If this box is not checked then servers sending mail to you will not be able to connect. Your e-mails withtherefore be rejected.

One final task before we move on, is to reconfigure any firewall/router rules you may have for ports 25 and 443 to allow theExchange 2010 server to now deal with SMTP traffic and Outlook Web App.

Step 7 - Installing Exchange 2010 SSL Certificate

Exchange 2010 installs with a self-signed certificate by default. Whilst this will work, it will cause browser errors in the form ofuntrusted websites, Outlook errors for Autodiscover (which is used for free/busy information & Offline Address Book) and errorswhen using mobile devices and Outlook Anywhere. Whilst for the most part there are ways around these problems, I won’t becovering them in this article because my recommendation, as any other Exchange specialist would recommend, would be touse a 3rd party certificate.

Unlike earlier versions of Exchange, we have a nice easy to use wizard in the Exchange Management Console for certificategeneration. This makes installing commercial certificates in Exchange 2010 much easier and less prone to error.

To start the New Exchange Certificate wizard do the following:Click Start > All Programs > Microsoft Exchange Server 2010Navigate to Microsoft Exchange On-Premises > Server ConfigurationIn the Actions pane click New Exchange Certificate

This will start the New Exchange Certificate Wizard

SSL-Cert-01.jpg

Enter a friendly name for the certificate. This can be whatever you like, but standard practice is to use the company name orsomething that can identify your company. Click NextDO NOT Select to create a wildcard certificate unless you plan on buying a certificate for your entire domain, which is notrequired for Exchange to function. Click Next

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On the following screen pull down the arrows for:Client Access Server (Outlook Web App)Client Access Server (Exchange ActiveSync)Client Access Server (Web Services, Outlook Anywhere, and Autodiscover)

Make sure all the URLs are correct (examples can be found in my screen capture above) and then click Next.

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Confirm the entries on the next page (it’s worth noting on this screen that the address shown in bold is what is known as aCommon Name). This could be important later as Outlook Anywhere requires the common name to be the same as the URLused in the RPC connection. In most of my configurations I use the owa.gkvirtualdomain.co.uk as the common name. To dothis, highlight the URL and click the Set as Common Name option. Click next when finished.

SSL-Cert-04.jpg

You then need to complete your organisation information as shown in the screen above. Then click New on the next screen.And then finish.

You can then open the file you have specified to create the request with, copy and paste the entire contents into the 3rd partyvendors website and follow their instructions for submitting it.

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Once you receive the signed certificate, right click on the certificate request located as above and select Complete PendingRequest. Follow the instructions to import the certificate you have just received.

Step 8 - Migrate Exchange Data

Now we have Exchange installed, it’s time to migrate the data over. We will start with the easy part as a bit of a break from theprevious 6 steps.

Exchange-Migration-01.jpg

To migrate the user mailboxes, open Exchange Management Console and navigate to Recipient Configuration > Mailbox.Highlight the mailboxes you want to move (the mailboxes that are on the Exchange 2003 server will appear as LegacyMailboxes, as pictured above), right click on them and select New Local Move Request

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When the New Local Move Request wizard opens, click the browse option to select the Windows 2008/Exchange 2010 servermail store and click OK, then click next.

On the following screen, select what you would like to do when the wizard encounters corrupt messages. You have twooptions: either to skip only the corrupt message or to skip the whole mailbox. Click next and on the following screen click New.

Exchange-Migration-03.jpg

Once the move requests have been verified, we should see the screen above. All the mailboxes you selected should hopefullyshow a green tick. Please note that during the move mailbox process, the user will not have access to their mailbox as it ismoved “offline”.

The next stage is to migrate the Public Folders. To do this complete the following steps on the SBS 2003 Server:Click Start > All Programs > Microsoft Exchange Server > System ManagerNavigate to Administrative Groups > First Administrative Group > Servers > Servername > First Storage GroupRight click on the Public Folder Store and select Move All Replicas. The only option that should appear in the list is yourExchange 2010 server. Click OK.

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Now that we have moved the data to the Exchange 2010 server it’s best to leave this for a day or so to a) make sure all thedata is moved before we perform any other Exchange related tasks. b) allow all the outlook clients to update automatically withthe new server settings.

Step 9 - Migrate SharePoint Services

If you are using companyweb for an intranet/document storage etc. then you will also need to migrate this. If you are not usingSharePoint then simply skip this step.

First thing you will need to do is to install the Windows SharePoint Services 3.0 which you downloaded as part of thepre-requisites. This is the free version of SharePoint Services. Only the version with Integrated Service Pack 2 will install onWindows 2008 R2.

Once you have downloaded Windows SharePoint Services 3.0, double click to start the installation on the Windows 2008Server. Read, agree to and accept the license agreement and click continue. Select Basic installation. This will install thestandard single site installation.

Once the installation has finished, launch the SharePoint Products and Technologies Configuration Wizard. Click next on thewelcome screen and Yes to confirm you are OK with the services being restarted.NOTE: While IIS restarts, the Outlook Web App will be temporarily unavailable.

On the final screen, check the box to 'Run the SharePoint Products and Technologies Configuration Wizard now' and clickClose.

Click Next on the welcome screen and Yes to confirm you are OK with the services being restarted. The wizard will runthrough again and complete the configuration. Once finished click close.

Make sure you install the 32bit version on the Small Business Server and the 64bit version on the Windows 2008 server.

The next step we need to complete is to run a pre-scan on the current database to allow Windows SharePoint Service 3.0 toupgrade it when we move it to the Windows 2008 server.Perform the following steps to achieve this:

Copy the C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\12\Bin\prescan.exe which can befound on the Windows 2008 server to the Small Business Server. It doesn't matter where you put thisLaunch a command prompt (Start > Run > CMD)From the command prompt run: prescan /V http://companyweb and press enter

Once you have done this still, working on the Small Business server perform the following tasks:Navigate to Start > Administrative Tools > Internet Information Services (IIS)Navigate to servername > Web Sites and right click on companyweb and select stop

We now need to launch the SQL Server Management Studio Express, this can be done by:Click Start > All Programs > Microsoft SQL Server 2005 > SQL Server management Studio ExpressIn the dropdown list on the connection screen, ensure that SERVERNAME\SHAREPOINT is selected and click connect

Before we perform any additional steps, we are going to take a backup of the database used for companyweb. Follow thesesteps to perform a backup:

Expand the Databases folderLocate the database called STS_SBSSERVERNAME_1 right click on the database and select Tasks then Backup

Sharepoint-Migration-01.jpg

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On the backup screen, the only section you need to change is the destination. Make sure the "backup to" is set to disk andthen click Add.

Sharepoint-Migration-02.jpg

If you receive the error message above, don’t panic, it’s easily solved by using the following procedure:Click Start > Run > Type regedit > Click OKNavigate to HKEY_LOCAL_MACHINE\Software\Microsoft\Microsoft SQL Server\SharePoint\MSSQLServerRight click and create a new String Value called BackupDirectoryDouble click the new value to edit it and give it a value of C:

Close Regedit and try clicking the Add button again on the Backup Screen, specify a location for where you would like to savethe backup and click OK.

We are now going to detach the database from the SBS 2003 server. Still in SQL Server Management Studio Express,right-click on the STS_SBSSERVERNAME_1 select tasks and then Detach.

Locate the Database and Log file, which by default will be located in C:\ Program Files\Microsoft SQLServer\MSSQL$SharePoint\Data on the Small Business Server. You need to copy the STS_SBSSERVERNAME_1.MDF andSTS_SBSSERVERNAME_1_LOG.LDF files to a folder on the destination server, don’t copy them in to the SQL Server datafolder.

Working on the Windows 2008 server perform the following steps:Navigate to Start > All Programs > Microsoft SQL Server 2005 > SQL Server Management Studio ExpressOn the connection window enter \\.\pipe\mssql$microsoft##ssee\sql\query in the servername box and click connectRight click on Databases and click attachClick the Add button and select the STS_SBSSERVERNAME_1.MDF you copied from the Small Business Server earlier

We now need to create the website in IIS. To do this, do the following:Navigate to Start > Administrative Tools > Internet Information Services (IIS) ManagerExpand the servernameRight click on Sites and select New Site

IIS-Configuration-01.jpg

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On the Add Web Site wizard, enter a site name of companyweb, specify a physical path and host name of companyweb asshown in the image above. You can change these if you wish, but keeping the site name/host name the same will mean theURL your clients use will not change.

Launch DNS manager from Start > Administrative Tools > DNS. Expand the forward lookup zone for your internal domainname and locate the CNAME record called companyweb. This should currently be using the Small Business Server’s servername. Double-click this record to edit it and change it to use the Windows 2008 server instead.

And then finally we need to setup SharePoint Service. To do this perform the following steps:Navigate to Start > Administrative Tools > SharePoint 3.0 Central AdministrationClick Application ManagementSelect Create or Extend Web ApplicationOn the next screen select Create a New Web Application

On the screen that appears, complete the fields as listed below. If nothing is specified, please leave the default settings.In the IIS Web Site Section choose the following:

Use an Existing Website and then select companyweb from the drop down list

In the Security Configuration SectionSet Authentication Provider to NTLMSet Allow Anonymous to NoSet Use Secure Socket Layers (SSL) to no

In the Application Pool SectionUse Existing Application pool and Select companyweb from the drop down box

In the Database Name and Authentication SectionDatabase Server should be set to WINDOWS2008SERVERNAME\Microsoft##SSEE (whereWINDOWS2008SERVERNAME is the name of the Windows 2008 Server)Database Name should be set to STS_SBSSERVERNAME_1Database authentication should be set to Windows Authentication (recommended)

In the Search Server SectionPull down the drop down list and select the Windows 2008 server from the list

Click OK and your SharePoint Website will be created. Once the wizard has finished, from an Internet Browser type inhttp://companyweb/ and the companyweb website on the Windows 2008 server will be displayed.

Step 10 - Migrate shared user data

Because this step is so generic and it could be different for every server, I am not going to go into specifics, only the moregeneral steps that need to be accomplished.

The shares that are in use on the Small Business Server need to be recreated on the Windows 2008 server. One way we cando this is backup the share definitions from the Small Business Server and restore them to the Windows 2008 server. Thisinvolves working in the registry so please be careful and follow the instructions accurately. The instructions on how to do thiscan be found here: http://support.microsoft.com/kb/125996

The next stage is to restore the actual data to the shares. This is a lot easier if you ensure that the folder structure you haveon the Small Business Server for shares is replicated on the Windows 2008 server. You can simply use Windows Backup tobackup and restore the data. This will keep all permissions and ownership information intact.

You will then need to update any login scripts which will be located in \\LOCALHOST\SYSVOL on the Windows 2008 server toensure that any mapped drives are updated.

You will also need to update any attributes that may be under the Profiles tab in Active Directory Users and Computers for the

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users themselves.

Step 11 - Uninstall Exchange 2003 from Small Business Server 2003

Hopefully you are arriving at this step a day or two after you have migrated all the mailboxes, if not then I would recommendyou leave it for a day or two just to allow all client computers to automatically update the Exchange server setting in outlook. Ifyou uninstall Exchange 2003 from the Small Business Server and this hasn’t happened then the clients will have to bechanged manually.

To perform this task we will need Small Business Server 2003 CD 2, which will be asked for during the uninstallation. Beforewe can do this though, there are a few steps we need to perform otherwise we will not be able to uninstall it.

If you use Recipient Policies that are Manage Mailbox policies, then these will need to be removed. Likewise, if you haveRecipient Policies that are used for both e-mail address definition and mailbox management, the settings defined under MailboxManager Settings will need to be removed. You DO NOT need to remove your e-mail address policies.

The Recipient Update Service is not used in Exchange 2010 and is therefore not required, so it can be removed. To do thisyou will need to use ADSI Edit. This can be done by using the following procedure:

click Start > Run > MMC > Click OKSelect File then Add/Remove Snap-inClick Add and select ADSI Edit and click Add, then close and OKRight click on the ADSI Edit and select 'Connect to'. From the drop down under 'Select a well known Naming Context',select Configuration and click OKExpand Configuration > Services > Microsoft Exchange > Organisation Name > Address List Container > RecipientUpdate ServicesRight click on Recipient Update Service (Enterprise Configuration) and select Delete. There may also be a RecipientUpdate Service (ORGNAME) this also needs to be deleted

Only delete the Recipient Update Service entries under the container; DO NOT delete the container itself or anyother entries

The final step in preparation for uninstalling Exchange Server 2003 is to delete the routing group connectors that would havebeen created as part of the installation. I have highlighted them in the image below. Simply right click on each connector andselect delete.

Uninstall-Exchange-01.jpg

We are now ready to uninstall Exchange 2003. To do this, navigate to Start > Control Panel > Add or Remove Programs. From the list of installed applications, highlight Windows Small Business Server 2003 and click Change/Remove.

Click next on the Welcome screen, and next on the screen that follows. Once the component screen opens pull down the dropdown next to Exchange Server and select remove, as shown below. Then click next and next again.

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Step 12 - Transfer all 5 FSMO roles to Windows 2008 Domain Controller

Caution needs to be taken when performing this next step. I would advise that ALL of the previous steps need to becompleted before this is done as Small Business Server MUST hold all 5 FSMO roles.Once you are ready, the roles can be transferred as follows. Working on the Windows 2008 server do the following:

Click Start > Administrative Tools > Active Directory Users and ComputersRight click on the domain name and select Operations Masters. You will see the screen below.On each tab (RID, PDC & Infrastructure) click the change button.Accept the confirmation that you want each role to be transferred.

Operations-Masters-01.jpg

That is 3 of the 5 roles transferred. To do the next one, which is the Domain Naming Master we need to do the following:Click Start > Administrative Tools > Active Directory Domains and Trusts.Right click where it says Active Directory Domains and Trusts and select Operations Master.Once again click the Change button and say yes to the notification dialog.

4 down with 1 to go. To move the Schema Master role we need to do the following:Click Start > Run and type regsvr32 schmmgmt.dllClick OK to the confirmation

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Click Start > Run and type MMC and click OKSelect File > Add/Remove Snap-in from the consoleFrom the list select Active Directory Schema, click AddClick Close and OK.Right click on Active Directory Schema and select Change Active Directory Domain ControllerChoose the Windows 2008 Server from the list and click OKClick OK on the warning Dialog box.Right click on Active Directory Schema and select Operations MasterClick the Change button and say yes to the notification dialog

That’s all the FSMO roles transferred from the Small Business Server. The next and final step is to demote the server frombeing a Domain Controller.

Step 13 - DCPROMO SBS 2003 server so it is no longer a domain controller and remove from

network

This is the final step of the migration process. If you have made it this far, well done! This is the easy bit!

The first thing we need to do is make sure the Small Business Server is not a Global Catalog Server. Click on Start >Administrative Tools > Active Directory Sites and Services. Locate the Small Business Server as shown in the screen shotbelow.

DCPROMO-01.jpg

Right click on NTDS settings located under the Small Business Server and select properties. Remove the check from theGlobal Catalog check box and click OK. Close Active Directory Sites and Services snap-in.

The final step is to run DCPROMO. To do this, do the following:Click Start > Run and type DCPROMO and click OKClick next on the Welcome screenDO NOT check the box that says “This server is the last domain controller in the domain” and Click nextEnter a new administrator password for the local administrator user and click next

The server will then remove Active Directory Services from the Small Business Server and it will no longer be a DomainController.

Once this has finished, allow the server to restart, login and then shut it down. You have now completed the migration.

If you are still with me, well done! There are a few sections of additional reading below if you would like to know some moredetail about some of the processes we have just completed. There is an excellent article from EE Expert tigermatt around thepurpose of the FSMO roles which you will find under the further reading section.

Further Reading

Move/Migrate Sharepoint Services: http://technet.microsoft.com/en-us/library/cc288664.aspxMove last legacy Exchange Server: http://technet.microsoft.com/en-us/library/bb288905(EXCHG.80).aspxDemystifying the Active Directory FSMO Roles by tigermatt: http://www.experts-exchange.com/articles/Software/Server_Software/File_Servers/Active_Directory/Demystifying-the-Active-Directory-FSMO-Roles.html

Exchange Email Server

Exchange 2010 Migration, SBS2003, Small Business Server 2003, migration to Exchange 2010

Tutorial

46359

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exchange from 5.0 to 2010 and Windows NT3.51 to2008R2. Visit my blog here:http://demazter.wordpress.com/

Keywords: Migrate Small Business Server 2003…

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cliffpritchard:

Looking at this project documentation versus Swing method. Just curious, but step 10 referances a Microsoft KB article thatstates at the bottom that it does not apply to Server 2008 or Server 2008 R2. Would you use the File Server Migration Toolfor this instead?

roneniz:

M8 it was absolute Bliss Reading your well documented Article Bless you for the effort of enriching us 'and i really mean that you are the 1 :-)

Great Article

ace14:

Very good article with detailed process. I have a question.

In step 6, if i have

a. Exchange Server 2007 andb. A seperate box for Server 2007

What steps do i need to perform ? This will be a great help as i am in the process of SBS 2003 migration and needdesperate help as most of the reading i have done suggests that since sbs2003 is 32 bit and since exchange server 2007 is64 bit would not be able to migrate.

In case of migration failure what would be the quickest way to restore to sbs 2003 as the office i am working at cannot affordany downtime.

Fredzou:

It's a great article but when you move AD from SBS 2003 to STD , the limitations of SBS (like 75 users...) will not be

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transfered?

Have you got any dfficult any time after?

thx

demazter:

>>but when you move AD from SBS 2003 to STD , the limitations of SBS (like 75 users...) will not be transfered?No the limit is with SBS, this does not effect Windows Standard server.

tmbrodie:

Is it possible to leave the Exchange that is bundled with SBS 2003 running on the old server without the SBS server being theAD controller, yet demote the old server to non-DC status?

demazter:

No unfortunately not. If you demote any exchange server from being a DC it will break Exchange.

Aside from the fact that SBS MUST be a DC or it will shutdown itself routinely.

tmbrodie:

Thanks for that; really great article BTW.

demazter:

Thanks :)Don't forget to vote for it if you found it useful (click yes on the link at the top of the article)

dmessman:

This is a great article and very timely for me as I'm in this process - replacing an SBS 2003 box one for one with a Win 2008R2 box with Exchange 2010. You covered simple things like moving over DHCP, but one thing I'm having trouble configuringon my 2008 box is VPN/RRAS. I've read in some spots that setting up VPN on a DC is not recommended except in SBSwhere there's some stuff inside that makes it ok. What are your thoughts on the topic (since it seems relevant here)?

robberbaron:

Great read...query A... at Step 1, the new server gets a DHCP address from SBS.Step 4 transfers DHCP to new server S08 , allowing for the static IP's of the SBS network.

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But does the new server end up with a Static IP itself ? Does it need one or recommended ? Is this the step to assign such,just before activating the scope ?

query B. if I were to put DC and EX on separate VM's, do I just start over at Step 6 on the EX server , having joined it to thedomain as per step 2 ? Is static IP or reserved Ip desirable for the EX box ?

demazter:

query A... at Step 1, the new server gets a DHCP address from SBS.You need to assign the new server a static address, I wouldn't recommend giving a server a DHCP address.

query B. if I were to put DC and EX on separate VM's, do I just start over at Step 6 on the EX serverYes, just join the second VM to the domain and then continue with the Exchange installation in exactly the same was as if youwere installing on the same server.

The guide is designed for single server migration from SBS2003 but the same processes can be applied if you want tomigrate to a seperate Exchange 2010 server.

Telxon:

Wow! Great instructions. Exactly the process I was working on and had questions about.Thanks!

jtorrrres:

Great article. Any ideas on migrating redirected documents from old srv to new srv. I was thinking of implementing DFS tokeep the same path and copying all of the user folders with xcopy to retain permissions. It always seems like redirectiondoes not play nice even when changing the path in GPO.

Any suggestions would be appreciated. Thx

lowrider925:

Just so you know,

Everything worked ok except the Public folders in my case, none of the public folders moved over. They are still sitting on theold server. i've tried multiple attempts with "move all replicas" and nothing happens or had happened past 5 days.

Advise?

Enformix:

First of all, great article it has been a great help.

I'm running into a issue where I'm trying to transfer the FSMO's. The first three of them, when I'm on my 2k8 box I hit"Change" it says:

The current Domain controller is the operations master. To transfer the operations master role to another computer, youmust first connect to it.

Not quite sure what this means, as I have never seen it before. Any additional info would be greatly appreciated.

Thanks!

Enformix:

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nevermind I see what I did :)

dmessman:

I'm not sure how my migration differed from the instructions, but I found that my send connector on Exchange 2010 wasbroken after I finished this process. The broken send connector (organization configuration -> hub transport -> sendconnectors tab of your server). The send connector was called "SmallBusiness SMTP connector" but there was no value onthe source server tab.

To fix it, I created a whole new send connector with an address space of *

I've got some other oddities that I'm working out that may be the cause of this issue. See question here:http://www.experts-exchange.com/Software/Server_Software/Email_Servers/Exchange/Q_26400289.html

Mike000001:

This is a great article. I have one question. I used this method recently but made one mistake, I forgot to uninstall exchange2003 before I moved the FSMO roles and demoted the sbs 2003

I do have backups, but is there a simple way to remove the "leftover's" from AD using ADSI edit?

There are no issues -yet and I removed the connectors.

-Thanks

BMussel:

Having problems migrating the Sharepoint site. When creating new web application I receive the following error: "Value doesnot fall within the expected range".

Any suggestions?

Thanks

Icetoad:

Dont forget to repoint all the outlook clients:

http://davedolan.com/blog/?p=83&cpage=1#comment-121612

demazter:

This step is not required.

As long as both servers are turned on for a period of time Outlook will automatically redirect the servo the new server.

Icetoad:

I disagree, you will have stragglers. Course you could leave the old machine running for a year and hopefully no users willcall in complaining.

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Left mine running for two months... still had people call in ocasionally.

Course if your server fails for any reason.. good script to have.

demazter:

>>I disagree, you will have stragglers. Course you could leave the old machine running for a year and hopefully no userswill call in complaining.

Not sure where you are going with this? There will always be the odd person that is on leave.

I have done hundreds of migrations from one version of exchange to another and have never had to use any type of script toupdate outlook.

Icetoad:

I think i see your disconnect with me on this. You think i meant that you had to use the script to repoint all the outlookclients. I could see how you would get that by my short comment. What i actually mean is that the script will be helpful inavoiding tech support calls by clients that did not use their outlook before the old server was decomissioned.

The end goal of my comment was to avoid end user stress and downtime when a change such as this occurs. I did notcreate the script nor am i looking for points, just being helpful.

jentc001:

OUT-STANDING POST!!! I have never seen such a well documented process for such a complex issue. You will put me outof a job ;)

Thankyou!

TJ

orosie68:

Question....

Can you leave Sharepoint services running on the SBS server after removing Exchange 2003 and demoting the SBS server? I want to basically remove the Exchange and DC function of the SBS server, and then P2V it and use it as a member server. I want to do this because it is running a few other non-MS apps that I wish to leave on the 2003 platform. I would prefer toleave sharepoint on it as well, since I will be bringing in an Expert to role out an entirely new Sharepoint environment at alater date.

Thanks!

demazter:

Unfortunately not, the SBS server MUST be a domain controller and it must be the FSMO role holder.If it's not then it will randomly reboot.

orosie68:

I see Windows Small Business Server 2003 in the add/remove programs. What happens if you uninstall that?

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demazter:

You will be in breach of your license agreement for the product you have installed.

If you want to continue running the server that currently has Small Business Server on it you need to purchase a license forWindows Server Standard and format the machine and re-install the new version.

orosie68:

Just curious because the option is there. It would be much easier to uninstall the SBS role, then go ahead and P2V theserver to a virtual machine...so as not to have to move/re-install the non-MS apps. I would make sure that the server waslicensed.

demazter:

Uninstalling the Small Business Server 2003 does not convert the SBS2003 server to a standard version of Windows.

I would suggest you open a question in the SBS Zone about this

orosie68:

Thanks, demazter. Great write up, btw.

randdv8:

When migrating from SBS 2003 to SBS 2008, there is (up to) a 21 day grace period before the migration must complete andthe 2003 SBS shuts down on its own. Does this migration path have the same 7-21 day limitation?

Telxon:

You should consider opening a new question to get more responses.

demazter:

The 21 days is for 2 SBS servers existing in the same domain. Since you are not doing that here it isn't an issue

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tallboy755:

I made a mistake when installing the DHCP on the 2008 server in this exact setup.I did not put a default gateway in so it looks like my router is not configured and I cant get onto the internet from the new 08server. I can ping all computers within the network and access just fine but I cannot ping an internet address or access anysites.Can anybody help me fix this?

demazter:

Best thing is to run the connect to the Internet wizard in the SBS Console and then run the Fix my network wizard.

Check in the DHCP admin console to ensure the gateway address is specified in the router option under scope options.

Otherwise to that I would recommend opening a question in the SBS zone.

NtegraIT:

@demazter

Could this processed be followed and skip the Exchange installation? We have a customer running SBS 2K3 but we aremigrating them from Exchange to Google Apps for Business. We are replacing the SBS server with a 2K8 server, withGoogle Apps hosting the email services, and would like to migrate their SharePoint site currently hosted on the SBS box tothe new 2K8 Box running WSS v3.

Daeraligh:

Is this the same process as migrating exhange 2003 to 2010. Using a win server 2003 to a new win 2008 server? If not canyou get an articale for it.

This article is most helpful. Thanks

Dae

demazter:

Yes it is the same process, just skip the specific SBS parts.

takwirirar:

I am waiting for the mailboxes to be transferred over however incoming and outgoing mail has stopped even for the mailboxesthat have completed and clients updated. What do I do? Do I need to uninstall Exchange on SBS for normal flow to resumeor did i miss something?

queues

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ccoffice:

GREAT ARTICLE demazter!!!I have another twist to add to the mix. If i wanted to keep the SBS 2003 server as my AD server and simply add an Exchange2010 server running on Server 2008 R2 could I use this method and if so where could I stop in the process and Leave theSBS 2003 server running. We plan to decomission SBS 2003 it in a year and add another Server 2008 R2 server to take itsplace, but would like to keep it running in the mean time.

richard2gen:

Hey mate, thanks for the timely article... Saved my hair... :-)

FFChronoS:

have this error instaling ex2010

The following error was generated when "$error.Clear(); set-ExchangeServerRole -Identity $RoleFqdnOrName-IsHubTransportServer:$true -DomainController $RoleDomainController" was run: "Property IsHubTransportServer can't beset on this object because it requires the object to have version 0.1 (8.0.535.0) or later. The object's current version is 0.0(6.5.6500.0).".

Property IsHubTransportServer can't be set on this object because it requires the object to have version 0.1 (8.0.535.0) orlater. The object's current version is 0.0 (6.5.6500.0).

cybera:

hi! thank you so much for such a wonderful article!

1 thing though.. how many users can this configuration support? Say with a Quad Core Xeon and 12-GB of RAM.. SATA3-TB RAID-5, would this be able to hold approx 150-200 users?

Thanks again for such wonderful setup!

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cybera:

hi! thank you so much for such a wonderful article!

1 thing though.. how many users can this configuration support? Say with a Quad Core Xeon and 12-GB of RAM.. SATA3-TB RAID-5, would this be able to hold approx 150-200 users?

Thanks again for such wonderful writeup!

alt21:

Hi, this guide has been a great help. I initially installed Windows Server 2008 R2 and Exchange 2010 at a client in thebeginning of the year. Been running SBS 2003 and Exchange 2010 in a coexisted setup since January, mainly because Iwasn't sure about the sharepoint side (companyweb).

I have now been forced to remove the SBS box from the network as after installing Exchange 2010 SP1 I am unable to makeany changes to any of the distribution lists and I assume it’s probably got to do with the legacy objects from SBS messingaround.

Following your instructions I have now transferred companyweb to another server and I'm at the step where I need touninstall Exchange from the SBS box.

During the mailbox move there were a few mailboxes that moved but had an error when deleting the mailboxes off the SBSbox, so I now have 10 odd empty mailboxes left on SBS (see they were pretty much all the Entourage users).

My question now and hopefully someone can answer here is - If I uninstall Exchange from the SBS box, will it cause anyissues with the mailboxes (with the same name) on the Exchange 2010 server?

demazter:

Glad you like my article, don't forget to vote for it :)

With regards to the mailboxes, this is not unusual, a quick way to fix it is to actually move the mailbox again, this will forceExchange to cleanup the old mailboxes.

Alternatively on the Exchange 2003 server run the cleanup agent (navigate to Servers > Servername > Mailboxes right clickand select run cleanup agent. They should all then appear with red crosses on them. If you then right click on them andselect purge this will remove the mailbox from Exchange 2003.

You will not be able to remove Exchange 2003 from the SBS server until the mailboxes have been cleaned up

alt21:

Thank You for the quick reply, I did the clean-up which immediately marked the mailboxes on the SBS 2003 box asdisconnected. Trying to purge gave me an error though

"The operation cannot be performed because this mailbox was already reconnected to an existing user"

I am googling the error now and hopefully will find a quick fix for this, at the same time I will be making a backup of themailboxes on the new server for in case something goes wrong.

alt21:

btw, this piece in your article wasn't clear on what you actually have to install "Make sure you install the 32bit version on theSmall Business Server and the 64bit version on the Windows 2008 server." I assumed it was the "Microsoft SQL ServerManagement Studio Express" though

demazter:

OK, that one should be nice and easy.

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On the properties of the database in Exchange System Manager, set the deleted items retention all to 0 then restart theMicrosoft Exchange Information Store service.

alt21:

Would I need to make a backup of the mailboxes on the new server first or would it have no effect on the Exchange 2010side?

demazter:

It has no effect on the existing mailboxes on the 2010 server.

ccoffice:

GREAT ARTICLE demazter!!!I have another twist to add to the mix. If i wanted to keep the SBS 2003 server as my AD server and simply add an Exchange2010 server running on Server 2008 R2 could I use this method and if so where could I stop in the process and Leave theSBS 2003 server running. We plan to decomission SBS 2003 it in a year and add another Server 2008 R2 server to take itsplace, but would like to keep it running in the mean time.

alt21:

I was running my SBS 2003 box and Server 2008 R2 (server not DC) with Exchange 2010 for the last year with very littleissues. I didn't uninstall Exchange 2003 on the SBS box though but no traffic was really passing through it.

I only started having issues after installing SP1 so not sure what changes it made to the setup but I am no longer able tomake changes to distribution lists, keeps giving me "you don't have permission to make changes" or something to that effect.

What would your reason be for keeping the SBS box on the network though?

demazter:

ccoffice, glad you like my guide, don't forget to vote for it :)

There is no problem keeping the SBS2003 server as the AD server. You would just complete up to step 11 and don't do step12 or 13.

ccoffice:

alt21Thanks for the reply and for the comments and after reading demazter's comment I think I will uninstall exchange on the SBS2003 box as he suggests which should eleveate the problem you had.They want to keep the sbs 2003 server around as a AD and File and print server untill they put another server 2008 in nextyear.

dematzter.Thanks again I will go with your process and report back how it goes.You got my Vote. GREAT JOB.

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occtechgrp:

Very Nice Post!

dshumsky:

Hi demazter,

Thank you for this Guide, its great. But ive ran into a issue. So I setup 3 test VMs just to test this migration before i do it live.1 SBS 2003 ( A copy of our live server), and 2 2008s for the the DC and the EX server.

So far i followed steps 1 to 11 (skipping 5, because im using router for the DHCP, and skipping 9 because we have neverused sharepoints)

At this point all the mailboxes have moved over to exchange 2010 on the second 2008 server, all users can access thereexchange, internet, login etc.

When i get to step 12 everything breaks. I have no problem transferring all 5 FSMO roles over to the new 2008 DC server asyou explained, but when i go to step 13 and run dcpromo on the 2003 SBS server i get an error that says:

"The box indicating that this domain controller is the last controller for the domain mydomain.com is unchecked.However, no other Active Directory domain controllers for that domain can be contacted.

Do you with to proceed anyway?

If you click Yes, any Active Directory changes that have been made on this domain controller will be lost.

YES NO "

If i press yes it just fails on the next screen. Also while trying to fix this issue i notices that users can't login anymore andoutlook wont connect to the exchange server anymore. I was able to get everything working again by transferring the 5FSMO roles back to the 2003 SBS server.

I thought maybe it had something to do when the fact i didn't follow your guide for setting up the DHCP, but ive checked andall the client stations and the old SBS server are using the new 2008 DC server as Primary DNS.

Any suggestions?

demazter:

Running the following commands on the SBS2003 server will ensure that DNS is updated appropriately.

DCDIAG /FIXNETDIAG /FIX

If you can post any errors you get from the 2 outputs.

dshumsky:

I had no errors on either of those commands utill i unchecked the Global Catalog check box for the 2003 SBS server, after ididn't that i got the following error after running DCDIAG /FIX

Starting test: FsmoCheckWarning: DcGetDcName(GC_SERVER_REQUIRED) call failed, error 1355 A Global Catalog Server could not be located- All GC's Are down.

The 2008 DC server is still checked as a Global Catalog

dshumsky:

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I ran DCDIAG /fix on the 2008 DC server and i got some additional errors:

Testing server: Default-First-Site-Name\SERVER-DC

Starting test: Advertising

Warning: DsGetDcName returned information for

\\server.acmecomputer.local, when we were trying to reach SERVER-DC.

SERVER IS NOT RESPONDING or IS NOT CONSIDERED SUITABLE.

......................... SERVER-DC failed test Advertising

Starting test: NetLogons

Unable to connect to the NETLOGON share! (\\SERVER-DC\netlogon)

[SERVER-DC] An net use or LsaPolicy operation failed with error 67,

The network name cannot be found..

Starting test: LocatorCheck

Warning: DcGetDcName(GC_SERVER_REQUIRED) call failed, error 1355

A Global Catalog Server could not be located - All GC's are down.

......................... acmecomputer.local failed test LocatorCheck

The 2008 DC server was a fresh install of server 2008 R2. All i did to it was do all windows updates and then started yourguide here. Any idea why this would be happening?

demazter:

And you made the 2008 R2 server a domain controller and DNS server?

My advice would be to raise a question in the Windows 2008 and Small Business Server zones, this way you can get somemore expert exposure.

dougclingman:

Great article!

We ran into a 'gotcha' in the lab and again during the production migration.

OAB Distribution did not, by default, turn on Web Distribution. Had to go back and set it so the Outlook 2007/2010 clientswould download it.

--

Thank you for the information!

rajatkondal:

I followed the articles for migration . I might have missed something because now i get this error.

Connecting to remote server failed with the following error message: The WinRM client received an HTTP server error status(500), but the remote service did not include any other information about the cause of the failure. For more information, seethe about_Remote_Troubleshooting Help topic. It was running the command 'Discover-ExchangeServer -UseWIA $true-SuppressError $true'.

I tried most of the resolutions online, can someone help

demazter:

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Are you using the built in administrator account?

If so can you try another domain admin user that has Exchange permissions?

rajatkondal:

I reinstalled CAS server. Now get a new error but related to winRM.

the WinRM client sent a request to an Http server and got a response saying the requested HTTP URL was not available. Thisis usually returned by a http server that does not support WS- management protocol

installing latest updates rightnow.

all help is appreciated.

Trihimbulus:

Once I migrate from SBS 2003 to Server 2008 R2 Standard domain- can my new domain name be company.com instead ofcompany.local??? How, when, and where do I change to .com?

dmessman:

the short answer to this question is no - and I don't know any scenarios where you'd want your internal domain name to becompany.com instead of comany.local anyway.

demazter:

Domain rename whilst Exchange is installed is I believe not supported.

There is no technical reason not to use a .com domain as your internal domain name as long as you own the domain.

Check out my article here: http://www.experts-exchange.com/OS/Microsoft_Operating_Systems/Server/Windows_Server_2008/A_3575-Choosing-the-correct-domain-name.html

Trihimbulus:

Sorry - let me clarify. We currently have seperate public and internal (private) namespaces. Internally, our domain name iscompany.local and externally our namespace is booyakasha.com. It is the ".local" that is bothering me and would rather it be".com" internally for private domain. SBS 2003 makes your domain name ".local" I beleieve (if this is incorrect, besides thepoint).

demazter:

SBS can be used for a .com internal if configured that way. However as you are migrating the domain name would be thesame. To be honest the .local Donain name is easier (read my article I linked to above) but not essential.

The only way to change the domain name is to build a domain then use ADMT to migrate user/computers/groups andperform an inter-org migration instead of joining the new servers to the existing domain and performing a traditionalmigration.

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Trihimbulus:

Thanks for the great info man! I have gone through a migration with the ADMT tool and I think I will just keep it easy andleave it at ".local" lol. It does help clearly keep internal and external distinctivley seperate.

demazter:

Glad to be of assistance

NetFile:

Hi demazter,

Thanks for this detailed instruction guide. I hope I seen this before I transferred the FSMOs.

I transferred the 5 FSMO before uninstalling the Exchange 2003. Add/Remove SBS setup shows " You must be a member ifthe Domain Admins, Schema Admin and Enterprise Admin Groups. I'm using the built in Administrator ID.

Is there other way to uninstall the Exchange 2003 before demoting the SBS 2003?

slokula:

Exchange been removed using Exchange installer.

On Step 13: Demoting SBS 2003. I'm logon as built-in administrator. DCPROMO Error message appears:

" Logon Failure: the target account name is incorrect."

Any idea why do I get this error message? Do I need to reset any account ID?

dmessman:

netfile - see this article:

http://support.microsoft.com/kb/842694

Trihimbulus:

Quick question- do I have to follow through with this entire set of steps from start to finish in one fell swoop, or can this bepicked away at over the course of let's say 2-4 days while still have all client machines functional including email. Can this bedone during normal work hours?

Second question- I have remote laptops configured for outlook anywhere (over http/rpc) And in the outlook settings (usingoutlook 2003, 2007, 2010) I specified the internal name of the exchange 2003 server. Once I migrate over to exchange 2010,will I have to reconfigure those settings or will the outlook clients pickup the new exchange 2010 server name automatically?

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diverseit:

Should Step 11 be considered if migrating to hosted exchange environment but still using SBS 2k3 for A/D and filesharing?

Trihimbulus:

THis sucks! I just realized I can't permanently demote the SBS server and our damn accounting system software is on thisserver! Does anyone know of any tricks? I was planning on doing the migration this weekend and dont have time to move theaccounting system to a new server yet.

orosie68:

Same boat here. I have a couple of apps that need to be migrated off of the SBS server, since it cant be demoted withoutrebooting every hour. Almost there.

Telxon:

Trihimbulus,

Just don't move all the FSMO roles (specifically the global catalog) until you're ready to demote the old server. It's a little"kludgy", but I have this exact same situation at a client's site and it's still working until we can remove the last app from theold server.

Trihimbulus:

Im actually going to have 2 domain controllers coming in to the picture. What role differentiates a backup DC to a PDCEmulator? How do recommend I split the roles up between my 2 new dc's?

demazter:

In a single domain leave all the FSMO roles on a single server but make sure they are both Global Catalog servers.

The comment above isn't stricty acurate.

You Should make sure the GC role is applied tonal DC's prior to migration, this has no impact on the migration or the SBSserver, unlike transferring the FSMO roles as this will cause SBS to reboot randomly which is not what you want when youare trying to migrate.

Remember the GC role is NOT a FSMO role! And if you are installing Exchange Server (any version on a domain controllerit must be a GC or exchange will not work)

Telxon:

Trihimbulus,

demazter is correct. I mis-spoke with my last comment regarding GC being a FSMO role. Additionally, like I said, this *is* akludge; and Exchange did need some tweaking to get it running correctly (specifically the GAL in Exchange) when the newSBS server was not the GC; but is working nonetheless. And, no hourly reboots!

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Interestingly enough, the last application we needed to be upgraded in order to move to the new SBS box is happeningtoday, so I'll be making the new SBS box the GC later this evening (we'll see how smoothly *that* goes ;-) ).

demazter:

You seem to be talking about SBS to SBS migration? This is very different from the intended purpose of this guide which isfor Migrating from SBS to Full Windows & Exchange.

Telxon:

Doggone it! Sorry -- was thinking about a different migration. I mis-spoke again. I was using your guide as intended. We'rereplacing a SBS2003 box with a 2008r2 box with Exchange on it. The last application wasn't x64 certified yet -- which is whywe had to leave it on the old SBS box. The new application home will be on the new 2008r2 box. Which is also why it's notrebooting.... the FSMO roles are likely still on the SBS box and new new server is a secondary domain controller -- it's beenmonths since I've worked on this server.

:-/ Maybe I should actually re-read my post before hitting submit.

Trihimbulus:

Ok so to reiterate - I need to bring the 2 new Server 2008 R2 Standard DC's up, make both Global Catalogs before I starttransferring FSMO roles. I will transfer ALL FSMO roles to the new PDC Emulator and nothing to the secondary DC.Correct?

Another question- on steps 3 and 4- can I do this during a work hours- to say, no reboots will be required on either by SBS2003 server or workstations?

demazter:

>>I will transfer ALL FSMO roles to the new PDC Emulator and nothing to the secondary DC. CorrectPerfect, but remember, don't do this until you are ready to demote the SBS server, you have as long as you like to do themigration until you transfer these roles.

>>Another question- on steps 3 and 4- can I do this during a work hours- to say, no reboots will be required on either bySBS 2003 server or workstationsAbsolutely, no reboots required for these steps. And would have no impact on the servers whatsoever.

Trihimbulus:

At Step 6 when I bring the new exchange server online. Can I also do this in a live environment without disrupting anyworkstations? How bout this, up to what step can I do during work hours lol?

demazter:

The only steps that will cause user disruption are 8,9 & 10.

And even then the disruption is fairly minimal.

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Trihimbulus:

Why in the heck is it asking me to install a bunch of hotfixes if my Server 2008 R2 server is fully patched (before install)? Iinstalled all the hotfixes except for one and it asked me for a reboot. Now when I try to install (after language pack) it hangsafter copying setup files).

Trihimbulus:

Do I need to reformat the whole dang server now?

demazter:

The hotfixes do need to be installed if you are using Exchange install with Service Pack 1 integrated.

I've never seem it hang though.

Trihimbulus:

I'm getting insufficient access rights errors on some mailboxes during the move process. I went in the 2003 Server andadded full perms on my account, and went on 2008 DC and added my account as member of Exchange Org group. Whatelse do I need to do???

Trihimbulus:

Disregard last question- Im in the middle of moving mailboxes and the logfiles are growing pretty large. Should I queue therest of the moves and enable circular logging to shrink them down?

demazter:

When I am performing mass mailbox moves I normally enable circular logging.

Just make sure you take a backup before and after and make sure when you have finished you disable circular loggingagain.

Trihimbulus:

But I'm ok to queue the rest of the moves, enable circular logging, then resume?

Trihimbulus:

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Do I have to uninstall Exchange 2003 before I transfer all FSMO Roles?

demazter:

Yes, the FSMO role transfer should be the last thing you do before DCPROMO'ing the SBS server.

Trihimbulus:

If I'm migrating to a standalone Exchange Server (2010 Std) that does not have the DC role installed, are there any additionalsteps I need to follow?

demazter:

No, the steps are the same.

Trihimbulus:

Last question- do I remove the Discovery Search Mailbox (along with not moving it) before I uninstall Exchange 2003?

demazter:

there shouldn't be a Discovery Search Mailbox in Exchange 2003.

Trihimbulus:

What about moving the offlien address book before uninstalling Ex2003? In the EMC - it shows Default Offline Address Bookgeneration server = OLD SERVER.

demazter:

you will need to change that to the new server.

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Trihimbulus:

Do I replicate it or move it?

Trihimbulus:

I am at the end of an Exchange 2003 to 2010 migration and I am guessing I need to convert my recipient policy (only haveone, modified the default from Ex2003) from LDAP to OPATH per this article: http://www.simple-talk.com/sysadmin/exchange/upgrade-exchange-2003-to-exchange-2010---part-ii/

Question is- do I need to do this> Is the default recipient policy using LDAP?? Filter Rules on the Default Recip Policy inEx2003 MC are (mailnickname=*). Also read in this article that if you happen to do this on Recipient Policies that have(advanced) LDAP queries, all custom filters can be reset to "mailnickname=*" which can result significant email outages.

Please advise

orosie68:

you replicate it, then move it.

demazter:

You can upgrade the recipient policy.

What error are you getting?

Trihimbulus:

No Error- I just deleted the 2 entries in ADSI edit per the article above. So I am looking at the OAB properties in the PF MCand it says the size is 0KB. Yet, I followed the instructions and moved it over. Any idea?

demazter:

This is not unusual.I would simply create a new OAB and set it to PF and Web distribution.

Trihimbulus:

Also getting an error in Outlook when I try to Send/Receive the "Download Address Book"> Error is "Task 'myemailaddress'reported error (ox8004010F): 'The operation failed. An object cannot be found.'

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Trihimbulus:

happening on 03, 07, and 10 outlook clients but everything else looks good

demazter:

Have you assigned the OAB to the mailbox database under the properties of the database?

Trihimbulus:

Yes I have. Ok so here is where I am now. I am upgrading the OAB, Addresslist and GAL per the instructions in this article:http://www.experts-exchange.com/Software/Server_Software/Email_Servers/Exchange/Q_26687630.html

I succesfully ran Set-AddressList “All Users” –IncludedRecipients MailboxUsers, Set-AddressList “All Groups”–IncludedRecipients Mailgroups, Set-AddressList “All Contacts” –IncludedRecipients MailContacts - but when I ranSet-AddressList “Public Folders” –RecipientFilter {RecipientType –eq “PublicFolder”} - I get the following error in the ExPowershell: " The operation couldn't be performed because object 'Public Folders' couldn't be found onMyDomainController.local + CategoryInfo : NotSpecified: (0:Int32) [Set-AddressList],ManagementObjectNotFoundException + FullyQualifiedErrorId : 2DC1B0B2,Microsoft.Exchange.Management.SystemConfigurationTasks.SetAddressList". I did the migration to a standalone Exchange 2010 Server and have a seperatestandalone DC (MyDomainController.local). Any ideas????

Trihimbulus:

Why is it referencing my DC and how do I fix this??

demazter:

Why did you run that command it's not necessary?

Trihimbulus:

Thought I needed to upgrade the PF for Ex10? So disregard? I don't think it screwd anything up since it obviously didn'tcomplete right?

I am very confused as to what is going on with my OAB.

Trihimbulus:

Also, I am at the point where I uninstall Exchange 2003 but am scared to since it looks like the OAB didn't copy over

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correctly (nor did Public folders but there wan't much in them anyways).

demazter:

Did you create a new AOB? And set it to PF and web distribution?

Have you specified the PF on the mailbox database properties along with the OAB?

demazter:

The OAB doesnt matter, you can just create a new one.

The PF's export them using outlook before you uninstall Exchange 2003 just to be sure.

Trihimbulus:

Did you create a new AOB? And set it to PF and web distribution?

No - how do I do this?

Have you specified the PF on the mailbox database properties along with the OAB?

Yes- verified this is set

demazter:

Using the Exchange Management Console navigate to Organization Configuration > Mailbox.

Select New Offline Address book and follow the wizard

Trihimbulus:

Ok doing it now - thx for your help man

Trihimbulus:

Something else that is weird. Clients on my network who are configured for for Outlook Anywhere (RPC over HTTPS) aregetting a Security Alert because of the Self Signed certificate. It says teh name on the certificate doesnt match the name ofthe site. Do I need to remove the self signed cert since I installed a GoDaddy UCC Cert?

demazter:

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You need to assign the services to the godaddy certificate by right clicking on it in the Exchange Console.

Trihimbulus:

I did that, but the self sign cert has the SMTP service assigned to it as well.

safenetworksolutions:

Thank you for the detailed process given above. We are about to embark on our first SBS2003 to Server2008 / Exchange2010 migration and i was glad to find such a well-documented article.

We will be performing this for a 30 user network. Can those of you who have completed this migration tell me how manyhours you had in this? From Prep to Completely migrated.

Thanks!

demazter:

Is there a reason why you are moving to the full products with only 30 users and not moving to SBS2011?

safenetworksolutions:

Yes. Need for new hardware along with expectation of growth through M&A over the next 12 months.

demazter:

Growth over and above 75 users/devices?

There are no special hardware requirements that would not fit both scenarios.

safenetworksolutions:

Yes growth above 75 users/devices. Because we are moving to new hardware and will have hours in it for migration eitherway - we expect to save time by doing the entire thing now instead of going to SBS2011 only to move to Standard in 12months or less. By moving to standard it gives us a platform to grow from.

For instance. (These numbers are not meant to be accurate estimates) If it takes 30 hours to complete the SBS2003 toSBS2011 migration and then takes 60 hours to migrate from SBS2011 to Standard then I used 90 hours to get there. If I cando the full migration from SBS2003 to Standard now and it takes 60 hours total then I just saved 30 man hours.

Are you suggesting that moving to SBS2011 first will ease the migration and actually take fewer hours? If that is the case I'mall ears.

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demazter:

No, it won't take less time if you know you will move to the Standard edition products in the future then it's best to do it now.

In actual hands on hours it would be around 10-12 hours. But this will be spread over 3-5 days depending oncircumstances.

wfninpa:

How do I use this guide if I only want to move EMAIL from my SBS Server to a new Server 2008 R2 with Exchange 2010?

If anyone can help me please be specific because I do not have a lot of experience with transitions/migrations.

Thanks.

takwirirar:

Hi demazter, thank you for a brilliant article. A few months on I've just realised that external out of office is not working. I havechecked all the settings but cant find anything amiss. I used to have issues with external OOF with SBS 2003 but that wasresolved before I migrated

svillardi:

Demazter,

Does this cover 1 to 1 machine migration only or can it be applied to 2 machines? I want to separate a DC from Exchange2010 on my VMs. Are there any caveats?

dpowers3:

Great Article...On average, how long will this migrate take? How many hours total across number of days?

thanks for your help!

demazter:

As per above post.

It really does depend in amount if data etc. There is no rush, unlike SBS to SBS migrations there is no 21 day limit with thisone.

In actual hands on hours it would be around 10-12 hours. But this will be spread over 3-5 days depending oncircumstances.

dpowers3:

found the answer on another question from 2/15

In actual hands on hours it would be around 10-12 hours. But this will be spread over 3-5 days depending oncircumstances.

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dpowers3:

thanks!

sphilip951:

We are doing a similar project, however our Exchange Server will become a part of another domain forest. Should Icomplete the steps in the this tutorial first, then use ADMT to migrate the resources to the other domain? Or would there bean opportunity to do so somewhere within these steps?

ImagesByMurray:

Excellent Article! Thank you. We are planning on moving off of SBS2003 to separate 2008R2 Domain Controller /Exchange Servers (we are at and exceeding 75 users). Would you recommend moving the DC before moving to exchangeper this article in this "two box" scenario?

demazter:

The important thing is that you move the FSMO roles last, the rest can be done in the same order it is in my article.

lakorai2:

I have tried this solution through the use of virtualbox as a test enviornment. Everything works perfectly except whenremoving exchange 203 off of the sbs vm. The exchange installer complains that it cannot remove activesync due to an0x80072030 error.

On previous posts on the internet it is suggested that the reason for this is that Exchange is looking for a different version ofthe msxml3.msi file than what is found in the Exchange program folder. The issue is that I cannot find an sp9 version of thisfile anywhere on the net. I currently have msxml3 patched to sp9 with the newest security update, which is identical on myproduction server.

Posted via EE Mobile

lakorai2:

I have tried this solution through the use of virtualbox as a test enviornment. Everything works perfectly except whenremoving exchange 203 off of the sbs vm. The exchange installer complains that it cannot remove activesync due to an0x80072030 error.

On previous posts on the internet it is suggested that the reason for this is that Exchange is looking for a different version ofthe msxml3.msi file than what is found in the Exchange program folder. The issue is that I cannot find an sp9 version of thisfile anywhere on the net. I currently have msxml3 patched to sp9 with the newest security update, which is identical on myproduction server.

Posted via EE Mobile

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LanlinkNetworking:

Hi there

thanx for the awsome guide, I used it and everything went good until now...

when i try to run dcpromo on the sbs server it tells me it can not contact any other DC on the domain... is there anything thati missed ?

If i go to AD users and computers it open up by default to the sbs server but if i connect to domain i can select my 2008server so this should mean that it is actully a DC ?

Thank youmarthin

demazter:

>>when i try to run dcpromo on the sbs server it tells me it can not contact any other DC on the domain... is there anythingthat i missed ?

Are both servers configured to only use the new server for DNS? There should be no other entries in the DNS for eitherserver.

LanlinkNetworking:

yes, both servers is pointing to the new server for dns, should i uninstall dns on the old server ?

zilla1126:

Maybe I missed this in the article, I was under the impression that an Exchange server should NOT be a DC. Is that nolonger the case with Exchange 2010?

demazter:

It's recommended it shouldn't be, but it is a supported configuration and since the intention of the article is to replace a singleserver SBS with a single server non SBS, it fits th bill quite well.

zilla1126:

Okay so what would the caveats of using a single server solution be? Performance? I know there were some permissionissues with at least exchange 2003 on a DC, I'm assuming that's no longer the case?

demazter:

There are no permission issues with any version of Exchange on a domain controller.

There will always be performance issues when running multiple services on a single server but the main issue is aroundredundancy, if Exchange is a Domain Controller it will not use any other domain controller for authentication, but then you

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would argue that if the DC services on the local server is not working the chances are you have bigger problems anyway.

svillardi:

I asked this question before and never rec'd a response. Can I use this solution to separate an SBS2003 VM server into 2VMs? One DC and one Exch 2010? Or is there another recommendation for upgrading and separating the functions?

zilla1126:

I hate to argue this point, but according to what I've read numerous times, in order to fully administer an exchange server,the delegated user or group assigned to that function must also be a member of the local machine administrator group andon a domain controller local accounts are of course non-existent which is why the potential permission issues on priorversions of Exchange. I first read about this on the "mastering exchange server 2003" book written by Barry Gerber.

demazter:

There is no permission issue, exchange has been installed in domain controllers in a fully supported environment sinceSBS2000.

Microsoft support Exchange installed on a domain controller. It's not recommended but it is supported. It's notrecommended for performance and recovery reasons.

svillardi:

Dematzer, please reply to my question about separating the sbs2003 box into 2 separate boxes. Should I follow your solutionhere or is there another method suggested?Thanks!!

Posted via EE Mobile

svillardi:

Dematzer, please reply to my question about separating the sbs2003 box into 2 separate boxes. Should I follow your solutionhere or is there another method suggested?Thanks!!

Posted via EE Mobile

svillardi:

Dematzer, please reply to my question about separating the sbs2003 box into 2 separate boxes. Should I follow your solutionhere or is there another method suggested?Thanks!!

Posted via EE Mobile

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zilla1126:

Thanks for your article, not trying to be a troll, but we are going to have to agree to disagree on this particular point. Thanks.

svillardi, why don't you follow this guide to consolidate on one server and once completed bring up an additional DC for thedomain, transfer all the roles to the new DC you brought up and demote the DC exchange is installed on and there you go.

svillardi:

Well that is an interesting suggestion. I wonder, based on your concerns, if this will cause an issue. Since I am doing amigration, I would rather do it using best practices. But this does sound feasible.

Posted via EE Mobile

demazter:

You can perform the steps on 2 servers, as already explained in the previous comments above yours.

zilla1126, what exactly are you disagreeing with?

demazter:

Just make one server a domain controller and the other an exchange server.

Doing as suggested above will not work because you cannot demote a server with exchange on.

zilla1126:

svillardi, I don't know how big your Exchange environment is going to be. Having it consolidated one one server on atemporary basis, shouldn't be a problem.

demaster, I'm having trouble accepting one person telling me that there have NEVER been permission problems on aconsolidated DC/Exchange server, when I have read it numerous times on publications from noted Exchange authorities.That's all. At least in the case of SBS 2003, it wasn't simply server 2003 with exchange 2003. Microsoft had to make somespecial changes to make both components play nice with each other which is why you had to be careful about which orderyou installed updates on each component. Which is also why the SBS 2003 Windows Small Business Server must be theroot of the Active Directory forest, Windows Small Business Server cannot trust any other domains, It cannot have any childdomains and so on and so forth. Did you ever try to change the IP address of an SBS 2003 server by simply changing it inthe network adapter properties and not going through the SBS wizard?

Point being, SBS is a SPECIAL animal and you do not get SBS server by simply integrating Exchange and Server on thesame machine. It also doesn't make sense from a financial point of view cause Windows Server 2008 and Exchange 2010cost more than a single SBS 2008 or SBS 2011. If you have a need for a single server solution, buy SBS 2008 or SBS2011. Plus the migration path from SBS 2003 to SBS 2008 is much simpler. If you are going to spend your time and energyto go to full blown Exchange 2010, do it right.

demazter:

I don't know where you are getting your information from. Perhaps you could provide some links?

Yes SBS is a different beast, but it's still a Windows server, and it's still Exchange. And, having worked with Exchange forover 14 years. With a mixture of the full product and SBS. With the full product I have worked with it installed on DC's andnot DC's and I have never experienced the issues you are mentioning. I've also answered over 4,000 questions on this siteand never cone across this issue.

As to why you would use this guide, because you want to move from SBS to the full products removing the 75 user limitation,and you want to continue with a single physical server solution. It's not unheard of. The guide can also be used to migrateto multiple servers from SBS.

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So, if you don't mind, if you have some questions, please use the Q&A zones. My article is not the place to so that.

zilla1126:

Also, while running Exchange Server on a domain controller is supported by Microsoft, it is not recommended.

Problems with Exchange 2003 Installed on Domain Controllers

Note. It is possible to install Exchange Server 2010 on an Active Directory Domain Controller. However, for performanceand security reasons it is recommended not to do this, and instead to install Exchange Server 2010 on a member server in adomain.

demazter:

I have already said that it's not recommended. It is however supported.

It mentions nothing about local security groups. There is nothing there to support your statements.

zilla1126:

How We Solved Problems With Exchange Running on a Domain Controller in EBS

demazter:

I still cannot see anything there I didn't already know and no mention of security.

If you don't have anything of any significance to post, then please stop posting.

demazter:

Most of what you are posting is concerned with Exchange being installed on the ONLY domain controller, rare conditions,DNS, GC placement etc etc.

Which, to be Frank, if it's your only server, it's a problem you will be aware of anyway. And as I said in previous posts, youwill have bigger problems.

zilla1126:

Okay, how's this?

http://technet.microsoft.com/en-us/library/bb123643(EXCHG.65).aspx

This is from technet, look at the table, row 3. Required permissions or roles to install Exchange server 2003 requires LOCALMACHINE ADMINISTRATOR. If this wasn't a requirement, why would they post it. I can certainly scan the page from one ofmy Exchange 2003 books and send it to you if you wish. Please stop arguing a point that you are obviously wrong about.

If you have a need to support MORE than 75 users and of course SBS is not designed for that, what makes you think that apseudo SBS that you cook up by integrating Exchange and Server is going to be able to handle that reliably? If you have aneed for more than 75 users, INSTALL EXCHANGE LIKE IT'S SUPPOSED TO BE INSTALLED!

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tigermatt:

The biggest hurdle to overcome here is the fact we are talking about migrating away from an SBS - a Small BusinessServer. We can therefore assume we are talking about a fairly small company, probably no more than 50 staff (although anSBS can cater for 75 tops, it is not usually recommended to run to that limit on a single box).

You are right, there are certain concerns with running Exchange on a Domain Controller, most notably the one demazteralready mentioned regarding only using the local Active Directory instance for lookups. In most corporate environments, itwould be a no-no, but applying corporate IT methodologies to small businesses doesn't tend to scale. They don't have pots ofcash to buy and regularly replace lots of servers and licenses and don't have the employees to warrant such a huge networkand the huge costs attached. The TCO of a "corporate" IT system in a small business would just break the bank, particularlywhen you consider the number of full time staff required to maintain such a system, the energy bill, the cooling bill, thepremises to securely house the servers etc.

With regards to security, there are issues with allowing Exchange admins to manage an Exchange Server installed on aDomain Controller. zilla1126, I think this might be what you were referring to above. However, for a Small Business, this isn'tan issue. If only one or two people are managing the box then there isn't really a case where the management of AD andExchange would need to be segregated - as with any smaller environment the technician will probably be wearing multiplehats.

There is also the argument that running Exchange on a Domain Controller could expose your Active Directory environment tothe Internet, and so any exploit in Exchange could be used to access and break AD. BUT - if you take proper considerationfor security by enforcing regular password changes, only allowing remote access by HTTPS SSL (I always close port 80altogether) and patch the box as updates are released, you will be in safe hands.

You could perhaps publish through any reverse proxy, such as ISA/Forefront TMG server, if you are that concerned aboutthe stuff sat behind - but then you need another box, more licenses, added complexity for a risk which can be mitigated inother ways.

In any event, this is really a strawman argument - even if Exchange were on its own box you could still expose ActiveDirectory via a vulnerability in the code, and you certainly would not want to put an Exchange box in the DMZ to counteractthis problem (see http://www.experts-exchange.com/Software/Server_Software/Email_Servers/Exchange/A_1268-Why-you-shouldn%27t-put-an-Exchange-Server-in-the-DMZ.html).

Anything you put on the Internet could be broken into given sufficient time, skill and money. Your role is not tobecome completely immune to attack (as that is impossible) but make it as unattractive as possible for an attackerto attack you.

As to "performance" issues, Exchange 2010 is one of the most highly performing versions of Exchange yet. The disk I/O issignificantly reduced relative to earlier versions due to significant database re-architecturing. If you're supporting 50 userstops who probably aren't heavy email users and using modern, SERVER GRADE (HP, Dell, IBM etc) hardware with decentprocessors and enough memory, the server hardware will probably die due to old age before you fill it up or overload it.

zilla1126, I am not disagreeing with what you are saying - in a corporate, or even a "larger" environment which warrants anEBS, running Exchange on a DC is not recommended. However, it is a completely supported configuration, and whenscaling a solution for a small business, you are unlikely to find many owners willing to pump thousands and thousands ofpounds/dollars/elephants/<insert currency here> into multiple boxes and lots of redundancy. Basic RAID and NIC teaming isusually sufficient - and if you lose a box because the motherboard dies, use the 5-year 4*24*7 carepack you bought on it tosource a new one.

-Matt

demazter:

>>>If you have a need to support MORE than 75 users and of course SBS is not designed for that, what makes you thinkthat a pseudo SBS that you cook up by integrating Exchange and Server is going to be able to handle that reliably?

Have you done it? I have, a number of times, and if the correct measures are taken it can work very well.

>>>INSTALL EXCHANGE LIKE IT'S SUPPOSED TO BE INSTALLED!

which is how exactly? Exchange is supposed to be installed to meet the needs of the person or people it's being installed for. Who are you to dictate this?

There could be a number of valid reasons why this configuration would be required. There may be a need to setup trusts forexample, which SBS will not allow, are you suggesting that for say 15 users seperste severs is an absolute must?? Most ofmy courts would disagree with you, and I would find it hard pushed to convince them otherwise without unecessarilyupselling, which I am not in the business of doing.

zilla1126:

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Like I said demazter, we are going to have to agree to disagree. I think we both have valid points and different ways of goingabout our business. You do whatever works for you and I'll do whatever works for me. Sound fair?

Thanks for your time.

ImagesByMurray:

svillardi: I've done two test runs - migrating from sbs2003 to two boxes - one as a domain controller, the other hostingexchange - it works great if you follow the directions as given. make sure all dns references on all machines (including thesbs2003 box) are pointing to the new dc before commencing the exchange install.

i only ran into 2 issues:1) when migrating public folders, exchange 2003 threw an error, this was resolved by turning off SSL for the exadmin virtualdirectory on the sbs2003 box.2) my test included outlook 2003 clients with encrypted communication to the exchange server off by default - simplestsolution, turn of encryption as the exchange 2010 server:

http://www.howexchangeworks.com/2009/09/cant-connect-outlook-2003-to-exchange.html

if you prefer you can enforce outlook 2003 encryption via group policy

sphilip951:

Demazter,

I really appreciate you taking the time to put so much effort into this article. It has made my life so much easier. You'vesaved me countless hours of research and headaches.

Thank you, Thank you, Thank you!!!

aZahner:

I haven't really seen a mention of this in the article, but I wanted to make certain I'm thinking correctly.

If I'm reading correctlyWe can stop after completing Step 11 and have the SBS server remain as the primary DC and continue to serve as ourprincipal print server

CALs Do we need to purchase 2008 CALs for this migration?

Last question for this go round... Anyone have some good advice on migrating the print server functionality to anotherserver. It's really the only thing holding up turning the SBS server off at this point.

Thanks! Great article, haven't executed it yet, but we're planning to in the coming weeks.

demazter:

>>We can stop after completing Step 11 and have the SBS server remain as the primary DC and continue to serve as ourprincipal print server

Absolutely correct, the SBS server will continue to function correctly until the FSMO roles are transfered.

>>CALs Do we need to purchase 2008 CALs for this migration?

yes, you will need 2008 server CaLS and Exchange Server CALs. Although, talk to a Microsoft Licensing Specialist. If youget it wrong and get taken to court "I heard it on Experts Exchange" is not a defence.

>>Anyone have some good advice on migrating the print server functionality to another server

PSMT is probably your best bet: http://technet.microsoft.com/en-us/library/cc773832(v=ws.10).aspx

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aZahner:

Thanks for the quick response, I wasn't going to use you as my defense method. :)

We've actually migrated to BPOS, so I don't believe the exchange CALS are required for our install.

I will look into PSMT.

aZahner:

I hit another problem when running the adprep32 /rodcprep The previous commands got no errors. I get an error similar towhat is described in this EE posting:http://www.experts-exchange.com/Software/Server_Software/File_Servers/Active_Directory/Q_24309905.html?sfQueryTermInfo=1+10+30+contact+error+ldap+replica+rodcprep

I have a feeling this is related to the path our computer has taken. It is the second SBS 2003 server in our environment (we previously used Swing IT) to migrate from an HP box by the samename to a Dell box of the current name. The intermediary box does show up in Active Directory Sites and Services. I maybe missing something but I do not see "DomainDNSZones" or "ForestDNSZones" that the error refers to in ADSI Edit.

Using ADSIEdit, I attempted to directly connect to DomainDNSZones and that shows that the FSMOroleowner attribute is notset?

Since there is only one domain controller in our environment can I ignore this? If I should open a separate question, let meknow. I just want to make sure I go down the right path.

Would appreciate any help

aZahner:

I followed the advice on this webpage and was able to run /rodcprep without errors.

The fsmoroleowner attribute was set to the 'deleted' HP SBS server. I believe.

aZahner:

Forgot the link:http://social.technet.microsoft.com/Forums/en/winserverDS/thread/0b956901-930c-4fe7-80ad-939de1f61b48

Mike_Orton:

Can anyone please confirm that this will remove ALL restrictions on SBS 2003 including the 75 user limit and no trustrelationships allowed between forests?

demazter:

Once the SBS 2003 server has been removed from the domain ues, all limits and restructions will be removed.

mkovac:

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SBS 2008: Migration: DCPromo fails *** Problem Description *** Migration from SBSThe Active Directory Domain Services Installation Wizard was unable to convert the computer account to an ActiveDirectory Domain Controller account.ResolutionOn SBS 2003 machine: - Domain Controller Security Policy - Local Policies - User Rights Assignment - Enable Computer and user accounts to be trusted for delegation - Add domainnameDomain Admins - Gpupdate /force

svillardi:

Demazter: Does this process include the routing and VPN access which SBS2003 does?

dmessman:

this process does not include VPN access. You can set that up yourself in the new Win 2008 box. As far as routing, if youmean firewall/router functionality - that functionality was discontinued after SBS 2003. Now, you need a separate router.

RickNCN:

I am using this guide to migrate SBS 2003 to Server 2008 but I have a question. I see people are still commenting on thispost. I hope it's ok to do the same.

Under STEP 1: Health Check, it says:

>"What you then need to do on the SBS 2003 server is to make sure you have all the latest available >updates. This meansyou should at a minimum have:>Windows 2003 Service Pack 2>Windows Small Business Server Service Pack 1>Microsoft Exchange 2003 Service Pack 2"

My server says:"Microsoft Windows Server 2003for Small Business ServerService Pack 2"

***FIRST QUESTION*** what do I have? SBS SP2? Does that supercede SBS SP1 referenced above? Do I also have"Windows 2003 Service Pack 2"? How do I know?

I have downloaded: SBS2003-KB885918-SP1-X86-ENU.EXEand get an error at the end of the process.

if I Google " small business server 2003 SP2" the first MS result I get is: "WindowsServer2003-KB914961-SP2-x86-ENU.exe"That page says it can be directly installed on:

•Windows Server 2003 Editions (all 32-bit x86)•Windows Server 2003 R2 Editions•Windows Storage Server 2003 R2 Editions•Windows Small Business Server 2003 (SBS 2003 customers - Please read Knowledge Base Article 932600 before installingSP2)

If you read KB 932600 it references not installing SP2 if you're migrating to certain 2003 versions.

***QUESTION 2*** Does this warning apply at all to the migration I'm doing to 2008?

derek2323:

I need to do a migration on to a Windows Server 2008 Standard, not R2. Is this process the same?

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demazter:

There is no SBS SP2, the SP2 refers to Windows and Exchange.

The SBS Components can be SP1 or not

The guide can also be used for 2008. The process is almost the same. I have to ask though, why are you using 2008 andnot 2008 R2?

derek2323:

I'm doing IT at a company and that was what was provided to me.

derek2323:

Would you be able to let me know the differences in the process or point me to somewhere that will? I have been looking for2 weeks and am unable to find anything.

Thanks for the fast reply.

RickNCN:

UPDATE -forgot to mention I ran the Windows SBS 2003 Best Practices tool and it says I don't have SBS 2003 SP1 installed.

If I run"winver" I get(The "banner" at the top proclaims: Microsoft WIndows Server 2003 for Small Business Server"then below:"Microsoft R Windows Version 5.2 (Build 3790.srv03_sp2_gdr.101019-0340 : Service Pack 2)

You are indeed "demazter". Thanks so much!excellent.Ok - so you're saying that refers to "Windows server" and not the SBS components. Got it.

demazter:

You still need SBS SP1. It's available in the pre-requisites of my guide.

demazter:

See here: http://www.microsoft.com/downloads/en/details.aspx?FamilyID=b6f8a4c0-b707-4161-adeb-44f1b756119f&displaylang=en

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RickNCN:

When I run SP1 update, It completes but I get an error

"MSDE 2000 Service Pack 4 did not install. "

do you think that's a problem I definitely need to solve before continuing the migration?

KrisHartman:

After reading through this entire guide and comment thread I'm wondering if I missed something. I didn't see anythingspecifically about moving the DNS server from the SBS2003 to the 2008 standard server. Did I miss something or do theDNS server duties get moved as part of one of the other steps?

ZARCINC:

I have been upgrading my sbs domain to 2008 R everything to be moving fine until i began the exchange install on it own2008r server. I am getting an error "Error:

The forest functional level of the current Active Directory forest is not Windows Server 2003 native or later. To installExchange Server 2010, the forest functional level must be at least Windows Server 2003 nativeTo update the domain functional level, the Active Directory Domain Controllers in the domain must be running the appropriateversion of windows.

i tried to upgrade my forest funtional level to Windows 2003 but am unable becuae i get an error that a this domainconatains active domain controller tha is not running approprate windows version

I check the log file and it is the orgional DC i have been upgrading. Not sure what i missed

What do i need to do to raise the domain function?

Thank you

dj0rbit:

I'm trying to do this same migration without Exchange. When I first attempted it before discovering your guide, I ran intoissues with licensing and with people accessing the shares. Also the SYSVOL folder did not transfer to the new DC. I thenkept on reading information regarding the requirement of the SBS Transition pack(the pack that will essentially convert SBSinto Windows Server 2003 Standard).. I did not demote the SBS server and take it off the network.

Couple of questions. Will everything just work after I demote the SBS server? Do I really need the Transition pack for this towork? I want to avoid spending an extra cost on the transition pack. Thanks, and I appreciate the help!

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