SBS: How to Upgrade SBS 4.x to SBS 2000 (Part 1 of 2) [Q278439]
PSS ID Number: Q278439
Article last modified on 03-28-2001
:2000,4.0
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The information in this article applies to:
- Microsoft BackOffice Small Business Server version 4.0
- Microsoft Small Business Server 2000
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SUMMARY
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This article describes how to upgrade Microsoft Small Business Server (SBS) 4.x
to SBS 2000 on a new computer.
MORE INFORMATION
================
SBS 2000 makes it easy for small businesses to deploy and manage business
programs. It integrates the Microsoft Windows 2000 Server operating system and
individual SBS programs, as well as existing client software, databases,
programs, and networks. SBS also includes built-in management and monitoring
tools, along with wizards to help you create user accounts, set up workstations,
and connect to the Internet.
All information that is contained in both of these articles is taken from the
Microsoft SBS 2000 Migration Upgrade white paper, which is found in the Upgrade
folder on the disk one of the SBS 2000 CD-ROM.
If you upgrade the SBS 4.x installation to SBS 2000 on the same computer (an
"in-place" upgrade), you can follow the procedure outlined in SBS 2000 Planning
and Installation Guide, Chapter 16, "Installing SBS 2000." If you install SBS
2000 on a new computer, and then migrate SBS 4.x data to this new computer (a
"migration" upgrade), use the method described in this article.
A migration upgrade provides several advantages. The clean installation of SBS
2000 allows technology consultants to customize and reconfigure components as
they go. For example, a technology consultant can use the upgrade as an
opportunity to build a new user or shared folder hierarchy. Additionally, the
migration places the SBS installation on a new computer with new, more powerful
hardware, and provides a measure of flexibility when you redesign the current
structure.
Migration Upgrade
-----------------
When you use the migration upgrade method, it is recommended that you replace the
existing SBS 4.x computer with the new SBS 2000 computer. The migration is
designed so that at its conclusion, the SBS 4.x computer is replaced by the SBS
2000 computer. The two computers are able to co-exist on the network when the
migration is complete because the server name and IP address of the two
computers is the same. Make sure that the existing SBS 4.x computer is
operational through the duration of the migration.
Because the SBS computer is of great importance to the business, nothing is done
to the SBS 4.x computer during the migration to prevent it from being
reconnected to the network if problems occur during the migration. For this
reason, it is important for the SBS 4.x computer to remain intact and unchanged
until the new network is tested and operational. Do not use the fdisk command on
the SBS 4.x computer and turn it into a client.
To do a migration upgrade, follow the steps in this section.
NOTE: For detailed instructions about how to complete a migration upgrade, please
refer to the "Detailed Instructions for Completing a Migration Upgrade" section,
that appears later in this article.
1. Install Windows 2000 Server on the new computer.
Using disk one of the SBS 2000 Setup CD-ROM set, install only Windows 2000
Server on the new computer. The hard disk should be large enough to contain
one partition for the entire SBS 2000 installation and one partition for all
of the SBS 4.x data. Leave this computer as a workgroup. Do not install the
SBS 2000 programs at this time; these are installed when you install SBS
2000.
2. Physically connect the new Windows 2000 Server workgroup computer to the SBS
4.x network, but do not join it to the domain. Run the Net Use utility to map
a drive to the new workgroup computer.
3. Backup or copy data to the new computer.
In this step, the data folders and data, Microsoft Exchange Server e-mail
information, and Microsoft SQL Server data are migrated from the existing SBS
4.x installation to the new workgroup computer that you created in step one.
Make sure that all users are logged off the server and that the Internet Mail
Connector is stopped.
4. Disconnect the workgroup computer from the SBS 4.x network and plug it into
its own hub.
5. Install SBS 2000 on the new computer using the settings from the existing SBS
4.x installation, where applicable.
6. Create security groups, user accounts, user mailboxes, and computer accounts
on the SBS 2000 computer. Configure these accounts so that they are identical
to the corresponding accounts on the SBS 4.x network.
7. Restore or copy data to the SBS 2000 installation.
When you complete this step, data folders, Exchange Server mailbox information
and e-mail messages, and SQL Server database information and data are moved
from the data partition to the SBS 2000 installation.
8. Run the SBS Internet Connection Wizard to configure Internet connectivity on
the SBS 2000 computer. Physically connect the computer to the Internet using
dial-up, broadband, router, cable modem, or a different connection.
9. Migrate client computers to the new network.
In this final step, when the new SBS 2000 computer has been completely
configured, the client computers are then moved from the existing SBS 4.x
network to the new SBS 2000 network. The old SBS 4.x computer remains intact.
Before you begin, make sure that your computer meets the minimum hardware
requirements to install SBS 2000:
- Minimum requirements:
- Pentium II 300-megahertz (MHz) or compatible processor
- 128 megabytes (MB) random access memory (RAM)
- 4 gigabytes (GB) of available hard disk space
- No modem
- CD-ROM drive
- A network adapter card
- Video graphics adapter capable of 256 colors and 800 X 600 pixels
- Recommended requirements:
- Pentium III 500-MHz, Dual Pentium II 300-MHz or compatible processor or
higher, depending on your system configuration
- 256 MB RAM or higher, depending on your system configuration
- Two mirrored 4-GB hard disks, depending on your computer configuration
- Two modems, one for the Shared Fax Service and one for Remote Access
Service, Shared Modem Service, and Microsoft Internet Security and
Acceleration (ISA) Server dial-up
- CD-ROM drive
- A network adapter card
- Video graphics adapter capable of 256 colors and 800 X 600 pixels
Before you run the SBS 2000 Setup Wizard:
- Verify that all of your hardware is listed on the Windows 2000 Hardware
Compatibility List. To view this list, refer to the following Microsoft Web
site:
http://www.microsoft.com/hcl (
http://www.microsoft.com/hcl)
- Verify that all of the programs you plan to install are Windows 2000
compatible. To view a list of compatible programs, refer to the following
Microsoft Web site:
http://www.microsoft.com/windows2000/upgrade/compat
(
http://www.microsoft.com/windows2000/upgrade/compat)
- Upgrade all device drivers so that they are Windows 2000-compatible.
- Plug the network adapter into a hub (this hub is not the existing hub on SBS
4.x network).
- Ask all users to delete old or unnecessary e-mail from their Exchange Server
mailboxes.
- Ask all users to delete old or unnecessary files from their shared folders on
the SBS 4.x computer.
- Make sure that all users are logged off the SBS 4.x computer.
- Determine if SQL Server is using SQL or integrated (Windows NT)
authentication. To do so:
1. Click Start, click Programs, click Microsoft SQL Server Version.
2. Click your SQL Server computer, click Properties on the Action menu, and
then click the Security tab.
- Verify that the Internet Mail Connector is stopped.
- Disconnect any uninterruptible power supply (UPS) devices.
- Scan your computer for viruses.
- Perform and verify a full system backup.
- If you are using SQL Server 6.5 on your SBS 4.x computer, it is strongly
recommended that you upgrade your database to SQL Server 7.0 or later before
starting the migration process.
For additional information about upgrading SQL Server, click the article numbers
below to view the articles in the Microsoft Knowledge Base:
Q192710 INF: Basic Guidelines for Installing SQL Server Version 6.5 or 7.0
Q180649 SQL Server Setup May Stop Responding When Installing on a Very Fast
Drive
Q180499 Incorrect Registry Permissions Cause Problems with Setup
Migration Upgrade Sample Schedules
----------------------------------
The following upgrade schedules are recommended as possible alternatives for the
technology consultant or the small business owner and employee. You should set a
time frame that best suits your individual network, business needs, and
available resources.
- One-day schedule:
Follow the procedure described in this article. It is recommended that you
complete the none steps of the migration upgrade on a Saturday.
- Three-day schedule:
- Day one:
Unpack the server, add the memory, network adapters, RAID cards, and so on.
Send mail to users requesting that they delete old mail and old files in
their shared folders to reduce the copy load when you upgrade. Install
Windows 2000 Server from disk one of SBS 2000 Setup CD-ROM set. Plug the
new computer into the SBS 4.x network in Workgroup mode.
- Day two:
Copy all user data to the new computer. Complete this step after people
leave the office or plan to have them log off at 3pm Friday. Remove the
Windows 2000 Server from the network and connect it to another hub. Rename
the computer to the same name as the SBS 4.x computer. Install SBS 2000,
and make sure that you use the same NetBIOS domain name as the old server.
- Day three:
Create user accounts and mailboxes, import all data that was copied, set up
all printers and shares, and move the client computers to the new network.
NOTE: It is recommended that you are on location when users come in after the
upgrade, so that you can help with any logon, password, or data location
issues.
Detailed Instructions for Completing a Migration Upgrade
--------------------------------------------------------
Step One: Install Windows 2000 on the New Computer:
1. Install Windows 2000 Server using disk one of the SBS 2000 Setup CD-ROM set.
You can use this disk to start the computer.
Caution: If you plan to install SQL Server 6.5 on this computer, you must use
the SBS 2000 Setup CD-ROM set to install Windows 2000 Server. It is
recommended that after the data is migrated, you upgrade from SQL 6.5 to SQL
2000.
2. Create two NTFS hard disk partitions.
The first partition should be at least 4 GB for SBS 2000, the second partition
should take up most of the rest of the hard disk and should be large enough
to accommodate all of the SBS 4.x computer''s data.
3. Accept the defaults when you install Windows 2000 Server. Do not select a
domain name during Setup.
For now, this computer is a member of a workgroup. In step five, when you
install the rest of SBS 2000, you promote this computer to a domain
controller.
After you install Windows 2000 Server, step one is completed. You can either set
a static IP address for the new computer that is within the range of addresses
issued by the SBS 4.x DHCP service, or allow the DHCP service to issue an IP
address to the new computer. The default IP address for a SBS 4.x computer is
10.0.0.2 with a subnet mask of 255.255.255.0. If your range is still the
default, a safe static IP address for the new computer is
10.0.0.80/255.255.255.0.
To check your IP address range:
1. Click Start, point to Programs, point to Microsoft Proxy Server, and then
click Microsoft Management Console.
2. Click to expand Internet Information Server, and then expand the name of your
server computer.
3. Click Web Proxy.
4. On the Action menu, click Properties, and then click the Service tab.
5. In the Configuration section, click Local Address Table.
To set a static IP address in Windows 2000 Server:
1. Click Start, point to Settings, and click "Network and Dial-up Connections".
2. Right-click Local Area Connection and click Properties.
3. Click Internet Protocol (TCP/IP) and click Properties.
4. Click "Use the following IP address", and then type the appropriate IP
address and subnet mask for your SBS 4.x address range.
Step Two: Connect the New Computer to the Existing Network:
After you install Windows 2000 Server, unplug the network cable from the new hub
and plug it into the SBS 4.x network. Do not create a domain account for this
new server computer. From the SBS 4.x computer, map a drive to the new computer.
This configuration enables you to directly export and migrate data to the new
computer:
1. On the SBS 4.x computer, right-click either My Computer or Network
Neighborhood, and then click Map Network Drive.
2. In the Path box, type the path to the workgroup computer in the following
format:
\<servername>\<sharename>
3. In the Connect as box, type "administrator" (without the quotation marks).
You may want to use the administrative share, for example, d$. A connection
to the workgroup computer is now established.
4. Open a command prompt on the SBS 4.x computer and type the following command,
where <servername> is the Windows 2000 workgroup computer, <user>
is the local administrator of that computer, and <password> is the
local administrator''s password on that computer:
net use * \<servername>\<sharename>
/<user>:<password>
You may want to use the Net Use utility for the administrative share, for
example, d$. A connection is now established to the new workgroup computer.
NOTE: If you are unable to connect using the server name, try using the
workgroup computer''s IP address.
On the data partition of the new workgroup computer, create folders that will
become the data folders for your existing SBS 4.x computer data. The following
table provides an example:
+--------------------------------------------------------------------+
| Folders to create and share | Migrated 4.x data that belongs there |
+--------------------------------------------------------------------+
| ExMerge | Exchange mail/ ExMerge data |
+--------------------------------------------------------------------+
| SQLdata | SQL Server data |
+--------------------------------------------------------------------+
| UsersSF | User''s shared folder data |
+--------------------------------------------------------------------+
| CompSF | Company shared folder data |
+--------------------------------------------------------------------+
Step Three:Copy Data to the New Computer:
Create folders in the data partition of the new computer for user''s shared
folders and data, e-mail, and SQL data. Backup SQL data and copy Exchange Server
.pst files and user data to these folders.
NOTE: Make sure all users are logged off the SBS 4.x computer before beginning
the procedure in this section.
Because you performed a full system backup before you began this process, it is
easy to create shared folders and permissions; use a drag-and-drop operation to
copy the shared folders from the SBS 4.x computer to the folders you created on
the workgroup computer in step two. You can also use utilities such as Copy,
Scopy, or Xcopy to copy the folders. A list of all shared folders and their
paths is provided on the Manage Shared Folders page of the SBS Console.
Use the ExMerge utility to migrate Exchange Server Mail user folders and
messages, and Outlook calendars and contacts, and store them in .pst files. To
do so, first install ExMerge version 3.70 on the SBS 4.x server. This utility is
located in the Upgrade\ExMerge\version_3.7 folder on disk one of the the SBS
Setup CD-ROM set.
NOTE: To ensure that ExMerge has access to export all mailboxes, make sure that
you are logged on as an administrator or as the account that is being used as
the Exchange Service account. To verify the account that is being used for the
Exchange Service account:
1. Click Start, click Settings, and then click Control Panel.
2. Click Services, and then double click Microsoft Exchange System Attendant.
The Exchange Service account is the account name displayed in the This Account
box.
Before you use ExMerge to export or import the mailboxes, stop the Microsoft
Exchange Server Internet Mail Service and the Microsoft Exchange Connector for
POP3 Mailboxes. To stop these services, click Start, click Settings, click
Control Panel, and then click Services. Click the appropriate service and click
Stop.
To copy Exchange Server mailboxes to the new computer:
1. Create a folder on your SBS 4.x computer desktop, and then name it "ExMerge".
2. Copy the following files into the ExMerge folder:
- ExMerge.exe
- ExMerge.ini
- Mfc42.dll
3. Double-click ExMerge.exe, and then click Two-step merge.
4. Click "Step 1: Copy Data to Personal Folders.", and then type the Exchange
Server (SBS) computer name that is found in the Exchange Server Administrator
program.
5. Click the mailboxes that you want to migrate, or click Select All, and then
click Next.
NOTE: If you do not see any mailboxes, confirm that you typed the correct server
name, and then verify that the Microsoft Exchange information store is running.
To do so, click Start, point to Settings, click Control Panel, and then
double-click Services.
6. Note the number of mailboxes that are selected, the free disk space
available, and the disk space required, and then click Next.
7. When you are prompted for the location where you want to create the .pst
files, click Change Folder, and then click the mapped drive that you created
earlier and the ExMerge folder for the .pst files.
8. Click OK to accept <mapped drive>\ExMerge, click Next, and then click
Finish.
The .pst folders are copied directly to the workgroup computer.
The following section describes how to to backup SQL Server databases. These
backups are performed locally on the SBS 4.x computer. The default SQL backup
folder is sufficient for this exercise. When this backup is complete, copy the
data from the SQL Server backup folder to the folder you created on the
workgroup computer (that is located in the SQLdata folder). Use a drag-and-drop
operation to copy the folders, or use a copy utility such as Copy, Scopy, or
Xcopy to copy the folders.
NOTE: If you are using SQL Server 6.5 on your SBS 4.x computer, it is strongly
recommended that you upgrade your database to SQL Server 7.0 or later before
starting the migration process.
For additional information about upgrading SQL Server, click the article numbers
below to view the articles in the Microsoft Knowledge Base:
Q192710 INF: Basic Guidelines for Installing SQL Server Version 6.5 or 7.0
Q80649 SQL Server Setup May Stop Responding When Installing on a Very Fast
Drive
Q180499 Incorrect Registry Permission Causes Problems with Setup
To back up SQL Server 6.5:
1. Click Start, point to Programs, point to "Microsoft SQL Server 6.5", and then
click SQL Enterprise Manager.
2. Click to expand Your Server.
3. Click the Database Devices folder.
4. On the Tools menu, click "Database Backup/Restore".
5. In the Database Backup section, click Your Database.
6. In the Options section, click to select the Initialize Device check box.
7. In the Backup Devices section, click New.
8. Type the name of the backup device. The location of the backup device should
default to the MSSQL\Backup folder.
9. Verify that Disk Backup Device is selected, and then click Create.
10. Click Backup Now to begin the backup procedure.
NOTE: Complete this procedure for each database that you need to migrate over to
the SBS 2000 computer.
To back up SQL Server 7.0:
1. Click Start, point to Programs, point to Microsoft SQL Server 7.0, and then
click Enterprise Manager.
2. Click to expand your server group, and then click to expand the local server.
3. Click the Databases folder.
4. On the Tools menu, click Backup Database.
5. In the Backup section, click Database - Complete.
6. In the Destination box, click Add.
7. In the New Backup Device box, type the name of the backup, and then click OK.
The location of the backup device should default to the MSSQL\Backup folder.
8. Click OK to begin the backup procedure.
NOTE: Complete this procedure for each database that you need to migrate over to
the SBS 2000 computer.
Step Four:Disconnect the New Computer:
After all the data is copied to the new workgroup computer, disconnect it from
the SBS 4.x network and plug it back into a new hub. Using the procedure that
was described earlier in this article, change the static IP address and Subnet
mask so that it is the same as the SBS 4.x computer.
Step Five:Install SBS 2000:
NOTE: Before you begin the installation process, verify that you have a network
adapter installed and plugged into a hub that is not connected to your existing
SBS 4.x network.
Install SBS 2000 on a new server computer that is plugged into its own hub. When
you perform the installation, it is important to preserve several of the SBS 4.x
program settings. If you are running SQL Server 6.5 or 7.0 on your SBS 4.x
network, you need to decide whether you are upgrading to SQL Server 2000. If you
are upgrading, install SQL Server 2000 as a part of SBS 2000 Setup. If you
prefer to keep your SQL Server 6.5 and 7.0 databases, do not install SQL Server
2000. Refer to step seven for further information about how to copy SQL data.
To install SBS 2000 on the new computer, follow the installation procedures
outlined in SBS Planning and Installation Guide, Chapter 16, "Installing SBS
2000."
In additional, review the following tasks:
- To give the SBS 2000 computer the same computer name and domain NetBIOS name
as the SBS 4.x computer, double-click Network Neighborhood, click Properties,
and then click Identification.
- To give the SBS 2000 computer the same static IP address and subnet mask as
the SBS 4.x computer, double-click Network Neighborhood, click Properties,
click Protocols, click TCP/IP, and then click Properties.
- To mark SQL collations on the SBS 2000 computer so that they match the
collations on the SBS 4.x computer, so that legacy SQL Server databases can
access the commuter, use either of the following methods:
- If you installed SQL Server 6.5 or 7.0 using the default settings, install
SQL Server 2000 using the default settings.
-or-
- If you installed SQL Server 6.5 or 7.0 using custom settings, follow these
steps to determine the customized settings:
1. Query the Sysconfigures table in the master database.
2. Click Start, click Programs, click Microsoft SQL Server 7.0 or
Microsoft SQL Server 6.5, and then click Query Analyzer.
3. Log on to the database (from the server, the location is "."), and run
the following query (the data output is in numeric format):
"select * from sysconfigures"
4. Refer to the SQL error log (Mssql\Log or Mssql7\Log), and then search
for "default sort order ID," "Unicode locale ID," and "Unicode
comparison style" to find the text equivalent to the numeric ID.
- To set the SQL network libraries on the SBS 2000 computer so that they are
the same as the SQL network libraries on the SBS 4.x computer, use either of
the following methods:
- If you installed SQL Server 6.5 or 7.0 using default settings, install SQL
Server 2000 using default settings.
-or-
- If you installed SQL Server 6.5 or 7.0 using custom settings, to determine
the customized settings, click Start, click Programs, click Microsoft SQL
Server 7.0 or Microsoft SQL Server 6.5, and then click "Server Network
Utility".
- To configure the ISA Server Local Address Table so that it is the same on the
SBS 2000 computer as it is on the SBS 4.x computer:
1. Click Start, point to Programs, point to Microsoft Proxy Server, and then
click Microsoft Management Console.
2. Click to expand Internet Information Server, and then expand the name of
your server computer.
3. Click Web Proxy.
4. On the Action menu, click Properties, and then click the Service tab.
5. In the Configuration section, click Local Address Table. An internal IP
ranges list is displayed.
This article is continued in the following Microsoft Knowledge Base article:
Q290603 SBS: Upgrading SBS 4.x to SBS 2000 on a New Computer (Part 2 of 2)
NOTE: To complete this procedure described in these two articles, verify that the
SBS 2000 computer has the same domain name and IP address as the SBS 4.x
computer. Domain name or IP address changes may cause additional configuration
issues during subsequent steps in this document. If you change these names, you
must reconfigure Microsoft Windows 95, and Microsoft Windows 98 clients for
network connectivity.
Additional query words: smallbiz ExMerge exe ini mfc42 dll
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