Windows Small Business Server 2008 Deployment Details

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Summary

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This is an internal document for Windows Small Business Server 2008 Deployment. The policies and procedures have been developed and written by the Lawex Corporation Networking Team. This document is for INTERNAL USE ONLY.

Small Business Server STANDARD or PREMIUM

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Preconfiguration

  • Fill out the Netowrk Questioneer; you will mostly need the IP data.

Review Purchased Options form Invoice

Commonly purchased items include:

  • StorageCraft ShadowProtect
  • TrendMicro Worry-Free Business Security 5.1 for SBS2008 - http://www.trendmicro.com/download/product.asp?productid=39 (NO LONGER OFFERED)
  • Sophos for Small Business Server (SBE Security Suite). Replacement for TrendMicro.
  • Calyptix AccessEnforcer or a standard router.
  • CloudMark
  • Postini
  • External USB Drives
  • SQL Server Decision (MSDE/Express/Workgroup/Standard).

Solutions Pathway and Downgrade

There is a subsection in this document (further down) that deals with Small Business Server 2008 Premium and the choices you have for deployment. It mainly centers around the use of Hyper-V. With SBS 2008 Premium you obtain two Windows Server 2008 licenses; one of which will likely be used in a Virtual Machine. The problem is there are many solutions - at the moment - that need to be isolated form the Windows Server 2008 and require Windows 2003 architecture. This compatibility problem is addressed by Microsoft Downgrade Rights and "Solutions Pathway". Here are some of the things we know:

Configure DRAC Card

Before powering on the server, connect to the DRAC web interface:

-Connect to http://192.168.0.120 (root / calvin)
-Change the root password.
-Change the card's SSL port from 443 to 4343
-Change the card's Network Address to an IP in their range. Typically we use a number above or below the current server IP.
-Check DRAC firmware, it should be 1.40 or higher. Anything less will require an update once you are in Windows.
-Use the DRAC to turn on the server and confirm it's working via console.

Initial Setup

Unpack and Connect

  • Unpack machine and connect all cables. Be sure to connect it to it's own router, that is behind the office network. Configure the temporary router with the same settings as the current gateway (based on the NQ doc). Leave DHCP ENABLED on the router for the first stage.

Basics

  • Power on the server. Complete all licensing questions. Complete all Windows Updates; the server will enter this mode directly.
  • Create the computer administrator account. The default Administrator account will be disabled.
use "Admin" the for account name, and a secure password.
  • Disable the DHCP on the router.
  • Follow the rest of the wizard.
The server will acquuire all DNS data on its own. It should configure itself.

Windows SBS Tasks

  • Enter the Windows SBS Console.
Follow the tasks listed including:
-Finish Installation
-View Installation Issues
-Connect to the Internet. When setting up DHCP start the range at xxx.xxx.xxx.100, but if not available during the wizard, go in and set exclusions for .1-.100.
-Customer Feedback Options
-Setup Internet Address (if you want to register a domain name you can purchase it here).
-Configure SmartHost for internet e-mail. You will likely use DNS routing.
-Add a trusted certificate / create your own. Be conscious of the address as it will have to match the sub-domain name used to access the server. Typically its "mail.domain.com". Address for connection and cert address must match.
-Configure Server Backup OR Install ShadowProtect. Be sure to register it.
-SBS Server Backup cannot be configured without external drives installed, so this may have to be done onsite.

Install Premium Components / SQL Server / Hyper-V

Determine whether customer purchased premium edition of SBS or Standard. In either case, they will need SQL Server. Determine a deployment plan and proceed with setup. The TrialWorks Configuration Wizard needs Backwards Compatibility Tools to communicate with SQL 2005 and above. The 64-bit version of this utility can be downloaded from Microsoft:

http://go.microsoft.com/fwlink/?LinkId=123703&clcid=0x409

Premium

Install Windows Small Business Server 2008 PREMIUM components if applicable; and run updates.

-Premium components are subject to several different deployment scenarios:
-Windows 2008 x64 base with Hyper-V / Windows 2008 x86 Virtual Machine for SQL
-Windows 2008 Hyper-V Server BASE with two Virtual Machines (standard and premium component VMs). If you've done the previous section
-Windows 2008 x64 base with premium components on it (not recommended).

Hyper-V

  • Very Important: anti-virus software such as Trend can kill a Hyper-V machine if you are not careful. Install AV software before Hyper-V or with Hyper-V off, and then exclude all .VHD and .XML files.
-Virtualization features are often disabled by default in the BIOS. In this case, the Hyper-V role will install, but the Hypervisor will not start.
This blog contains some helpful hints: http://www.techsack.com/2008/05/12/windows-server-2008-with-hyper-v-on-dell-poweredge-2900/
-The SQL Server versions included with SBS2008 Premium can take advantage of multiple processor cores, so we recommend allowing the Hyper-V machine that will run SQL to access multiple cores. The amount of RAM assigned to virtual machines can easily be adjusted later, but it is better to assign cores at the outset rather than adjust the allocation later.
-SBS will put a new Hyper-V server in the computers rather than the servers container in AD; this will has implications for group policy that are not always desirable. It is beneficial to move the Hyper-V server in to the servers container so as to gain more control over things like the Firewall.

SQL only

-If the customer is SBS 2008 STANDARD, then download and install the appropriate SQL components. Your choice is SQL 2005 EXPRESS or SQL 2008 EXPRESS. Download the latest version of the SQL 200x Advanced package. During the install, be sure to include Database and Workstation components.

Shares

  • Configure Security and Shares
-Create necessary shares. Start with a root folder on the data drive called "DATA". Example "C:\DATA"
-Create a TRIALWORKS folder to which you will install to and share it.
-Create a COMPANY share
-Create a SECURED share (mainly for quickbooks and such)
-Create a SERVER_APPS share for applications
-Create a SSL_CERTIFICATE share for SSL Certificates
-Create a SHAREPOINT share for any sharepoint related docs.
-Create a SCANS share for scanned docs.

Program Maintenance

-Install DELL OpenManage Administrator
-Install Advanced IP Scanner (you can use it to locate printers/routers/wap) http://www.download.com/Advanced-IP-Scanner/3000-2085_4-10115592.html
-Install Karen's Replicator http://www.karenware.com/progs/ptreplicator-setup.exe
-Install Anti-Virus (anti-virus software can kill a Hyper-V machine if you are not careful. Install it with Hyper-V off, and then exclude all .VHD and .XML files)
-Install TrialWorks Config Wizard and apply upgrade. Don't forget you already made the folder.
-Install any remaining applications, keep in mind some offices require QuickBooks Database Services, Scanning software, etc. Keep a list.
Server application files for the thumb drive that will ship with this SBS2008 machine and others are in:
\\silo\trialworks\NAS1\SBSSetup
Please add anything you come across that would be useful. We should also save a generic answer file in there so we can have it as a template.


  • Reboot Server.

Setup Indexing Service

  • By default, the Indexing Service is not installed on a Windows Server 2008-based computer. You can use this KB article as a guide to install and configure the Indexing Service.
http://support.microsoft.com/kb/954822

Do not install the Windows Search Service on the server; it is only meant for desktop search or small file server scenarios and it and the Indexing Service are mutually exclusive.

Special Needs


Setup Printers

  • Drivers
-Collect Inventory of all printers. Be specific with model numbers. Get current IP addresses for every printer.
-Download all driver software and extract to a subfolder in the SERVER_APPS share.
-Keep track of all printers with IE shortcuts to their respective websites. You will add those to SharePoint later.
  • You can create a VBS file to connect them on logon.
  • SBS 2008 Includes a role called Print Services that can manage all shared printers via Group Policy, which may be an easier solution.

Setup SharePoint CompanyWeb

SharePoint's CompanyWeb is a useful feature for collaboration. As part of our deployment process, and as a value-added benefit to the customer, we will configure CompanyWeb with basic information and personalization.

Personalization

  • Acquire customer's logo. This step depends on what you have available. Generally you can splice something from their website or find a logo file. Set that as the image replacing the SBS picture that's already there.
  • Change the color scheme, you can generally base it on the customer's website. Goal is to leave the generic blue theme behind.

Create & Edit Lists

  • Edit the Link's list that's already there by adding Links to routers, copiers, scanners, DRAC card, and anything else with an HTTP interface.
  • Create new lists called "Helpful Links" and "Office Resources". Then add them to the home page of CompanyWeb. You will use the EDIT / ADD WEB PARTS functions for these tasks.
- "Helpful Links" will be used for Windows and Office help guides. See prior deployments for ideas. Designed if users are getting new Office software (like Outlook 2007 with the new SBS server). This is subjective but common links include:
-http://office.microsoft.com/en-us/word/HA100744321033.aspx
-http://office.microsoft.com/training/training.aspx?AssetID=RC100664431033
-http://office.microsoft.com/en-us/outlook/HA100518161033.aspx
-http://office.microsoft.com/training/training.aspx?AssetID=RC101153581033
-http://office.microsoft.com/en-us/help/HA102487791033.aspx
-http://office.microsoft.com/en-us/outlook/FX100647191033.aspx
-http://www.trialworks.com/TWLabs/ShadowProtect/index.html
- "Office Resources" should be another list, but linking to all common installers. Things you should consider are:
-TrialWorks
-PhoneSlips
-TimeSlips
-Juris
-QuickBooks
-any other software that needs to be deployed to new computers if they add them.

Exchange Migration

Exchange Server Migration to Exchange 2007 is NOT done using a Migration Wizard (as was available previously). With Exchange 2007 you have two choices:

  • Establish Trusts between new and old domain and use the Move Mailbox option.
This feature is technically cumbersome but most effective.
  • Use EXMERGE on old server to extract data and move it via PST.
This feature is simple but will present challenges in Public Folders.

Configure Group Policies

This section is for mapping drives and various tasks that the client may require.

Checklist

  • Backup running and activated?
  • Antivirus running and activated?