Upgrading from Small Business Server 4.0 to Small Business Server 4.5 When Migrating from One Computer to Another

This article describes how you can move Small Business Server 4.0 from one Intel-based (x86) computer to another Intel-based (x86) computer, and then upgrade to Small Business Server 4.5.

NOTE: Although you can use many methods to move Small Business Server from one server to another, this article describes one procedure that is recommended by Microsoft.

NOTE: This article assumes that the tape drives on the original server and the new server have a compatible tape format. Also, both servers should not be connected to the same network at the same time during the procedure.

Steps to Perform on the Original Server

Step 1: Back Up Existing Server and Create an Emergency Repair Disk

You can back up the server using either Microsoft Windows NT Backup, or any third-party backup tool that supports online backups and is Microsoft Exchange Server-aware and Microsoft SQL Server-aware. If the backup solution you are using is not Exchange Server or SQL Server aware, stop the services to ensure all data is backed up. Make sure you back up the entire computer, as the Small Business Server and user data is all restored from this tape on the new server.

To create an Emergency Repair Disk (ERD):

1. Click Start, click Run, type rdisk /s, and then click OK. This action creates an ERD, and also saves the Security Accounts Manager (SAM) and security hives of the registry.
2. When prompted, click Yes, and then click OK to create the ERD. Click OK when you are finished, and then put the disk in a safe place.

For additional information about the ERD, click the article numbers below to view the articles in the Microsoft Knowledge Base:

Step 2: Use the Migrate User Wizard to Back Up Current Users

1. Insert Small Business Server 4.5 CD-ROM 1 into the CD-ROM drive on the computer running Small Business Server 4.0.
2. Click Start, click Run, type x:\bkoffice\i386\btuser.exe, and then click OK.
   
   NOTE: Replace x with your CD-ROM drive letter.
3. When the Migrate User Wizard starts, click Next.
4. The User Account File dialog box is displayed. Make sure the path to the floppy disk drive is correct, and then click Next. You do not need to change the default file name of the Users.txt file.
5. Click Finish to create the user file, click OK, and then set the disk aside for use later.

Step 3: Back Up Microsoft Windows NT Components

Remote Access Service (RAS) Phone Book

To back up any entries in your RAS phone book for Dial-Up Networking (DUN), copy the x:\Winnt.sbs\System32\Ras\Rasphone.pbk file (where x is the drive letter where Small Business Server is installed) to a disk or a client workstation, and then restore the file to the same location on the new server.

Domain Name System (DNS)

If you have not configured DNS on your existing server, you do not need to back up DNS zones. If you have configured DNS on your existing server, back up and restore your DNS zones to the new server using the steps in the following Microsoft Knowledge Base article: Dynamic Host Configuration Protocol (DHCP)

If you have not changed the default DHCP scope, you do not have to back up this component and do not have to reconfigure it on the new server. If you have changed the default scope, move the DHCP database to the new server using the steps in the following Microsoft Knowledge Base article: Windows Internet Naming Service (WINS)

Because WINS is installed and started by default with Small Business Server, you do not need to reconfigure this service on the new server.

Printers

You need to reinstall and reshare printers on the new server. Make sure to note which printers are installed, as well as the share names. You will need this information for the new server.

Fax Service

The Fax service is automatically installed on the new server. However, if the default share name for the fax printer is changed, it needs to be corrected on the new server so that it matches the old server. If you do not know the fax printer name or names, use the following steps:

1. On the original server, click Start, point to Settings, click Control Panel, and then double-click Fax Server.
2. On the Send tab, view the fax printer names in the Fax Printers section.

Shares

After the data is restored from the old server to the new server, you need to re-create the shares and set the permissions. Make sure to note the share names for data folders that were created on the old server.

Web Sites

You can restore any Web sites on the existing server to the new server from the tape backup. If a Web site is being hosted on the existing server, the site needs to be reconfigured after the data is restored. Refer to the product documentation for more details (click Start, point to Programs, point to Windows NT Option Pack, and then click Product Documentation).

For more information, refer to the following Microsoft Web site: or to the following Microsoft Knowledge Base article:

Step 4: Back Up Microsoft Exchange Server Data on the Original Server

Use the following steps to move the Exchange Server databases from the existing server to the new server.

1. On the original server, start the Microsoft Exchange Administrator program (click Start, point to Programs, point to Microsoft Exchange (Common), and then click Microsoft Exchange Administrator).
2. On the Tools menu, click Directory Export.
3. Click Export File, and then save the .csv file to a disk. You can specify any name for this file. This file contains all of your folder information (for example, user names, custom recipients, and so on).
4. Click Open to return to the Directory Export dialog box. Make sure all check boxes are selected in the Export objects area, and then click to select the include hidden objects check box. Click Export, and the file should be saved.
5. Identify the organization name of your existing Exchange Server installation. The icon that displays your organization name is located at the very top of the hierarchy tree on the right-hand side of the display in the Exchange Administrator program (the icon looks like a globe with a letter next to it).
   
   NOTE: Write down your organization name exactly as it is displayed. You will need this information when you install the new server.
6. Identify the site name of your existing Exchange Server installation. The icon that displays your site name looks like a green ball with the letter X in it (the icon is located immediately below the Global Address List icon). Your site name is displayed in bold print.
   
   NOTE: Write down your site name exactly as it is displayed. You will need this information when you install the new server.
7. Stop all the Exchange Server services on the existing server.
8. Find the Priv.edb and the Pub.edb files. These files are located in the x:\Exchsrvr\Mdbdata folder, where x is the drive letter where Exchange Server is installed. Make sure to check all available drives for these files. Be sure to check other drives on the existing server, as well. If you find more than one copy of these files, you need to save both copies (for example, a Priv.edb file may be located in the C:\Exchsrvr\Mdbdata folder as well as in the D:\Exchsrvr\Mdbdata folder, if you have two hard disks or partitions). Back up these files so you can restore them on the new server.
9. If you are using Internet e-mail, you must record the Internet connection information. You can obtain this information from the property pages of the Internet Mail Service connector in the Exchange Administrator program. If the Internet service provider (ISP) to which Exchange Server is connecting is being used to host Internet e-mail, you need the following information:
   • Host name or IP address of your ISP's e-mail server
   • Internet domain name

Step 5: Back Up SQL Server Data on the Original Server

If you are running SQL Server on the original server, use the following procedure.

NOTE: If you are not currently using SQL Server on the original server, you can skip this procedure.

1. Click Start, point to Programs, point to Microsoft SQL Server 6.5 (Common), and then click SQL Service Manager.
2. Stop the Msdtc, Mssqlserver, and Sqlexecutive services.
3. Back up the SQL Server databases on the original server. These databases are located in the C:\Mssql\Data folder by default. Back up the contents of this folder. If your databases are in a different location on the original server, you can move them to a new server by editing the properties of the database device in which these databases exist. Right-click a database device, click Edit, and then check the location specified (this is the location you want to use on the new server).

Steps to Perform on the New Server

Step 1: Install Small Business Server 4.0 on the New Server

Make sure that you have all the Windows NT drivers for the hardware in the new server. Make sure that all hardware and external devices are turned on (modems, hubs, and so on). The server name, domain name, and organization name should all be the same as on the original server.

For additional information about how to install Small Business Server 4.0, click the article number below to view the article in the Microsoft Knowledge Base: NOTE: If client license add packs were used on the original server, you need to re-use them to add the proper number of client access licenses (CALs) to the new installation. However, you may be prompted for a password to allow the add packs to be re-used on the new installation. If you are prompted for a password, please contact Microsoft Product Support Services to receive a new password.

For additional information, click the article number below to view the article in the Microsoft Knowledge Base:

Step 2: Use the Migrate User Wizard to Restore Users

1. Insert Small Business Server 4.5 CD-ROM 1 into the CD-ROM drive of the newly installed Small Business Server 4.0-based computer.
2. Click Start, click Run, type x:\bkoffice\i386\btuser.exe /i, and then click OK.
3. When the Migrate User Wizard starts, click Next.
4. When the User Account File dialog box is displayed, insert the disk you created in Step 1 in the "Steps to Perform on the Original Server" section of this article, and make sure the path to the drive is correct. The file name should also match the file name from Step 1 in the "Steps to Perform on the Original Server" section of this article. Click Next.
5. Click Finish to import the user file, and then click OK.

NOTE: User passwords are now blank and need to be changed when users first log on.

Step 3: Restore Windows NT Components

RAS Phone Book

Copy the Rasphone.pbk file that you backed up from the original server to the x:\Winnt.sbs\System32\Ras\Rasphone.pbk folder on the new server.

NOTE: Replace x with the drive letter where Small Business Server is installed.

DNS

If DNS is installed and configured on your original server, migrate the DNS configuration from the original server to the new server using the steps in the following Microsoft Knowledge Base article: DHCP

If you changed the DHCP configuration on your existing server from the default configuration, move the DHCP configuration from the existing server to the new server using the steps in the following Microsoft Knowledge Base article: WINS

Because WINS is installed and started by default in Small Business Server, you do not need to reconfigure this service on the new server.

Printers

You need to reinstall and reshare printers on the new server. Using the information you wrote down in Step 3 in the "Steps to Perform on the Original Server" section of this article, reinstall the printers, and re-create the shares.

Fax Service

The Fax service is automatically installed on the new server. However, if you changed the default share name for the fax printer, you need to correct it at this time. If the share name you wrote down in Step 3 in the "Steps to Perform on the Original Server" section of this article is different than the default of "fax," you need to type it at this time.

Shares

After the data from the original server is restored to the new server, you need to re-create the shares. Using the names noted in Step 3 in the "Steps to Perform on the Original Server" section of this article, re-create the shares for the restored data.

Web Sites

You can move the Web site data from the original server to the new server, but you need to reconfigure the Web server.

Step 4: Restore Exchange Server Data to the New Server

The Exchange Server organization and site names are created automatically by default in Small Business Server, based on the domain name and computer name of the server. If this name was changed on the existing server by reinstalling Exchange Server, you need to remove and reinstall Exchange Server on the new server. If this is the case, please use the following procedure. Otherwise, skip to Step 5.

1. Insert Small Business Server 4.0 CD-ROM 1 and run Setup.exe from the D:\Exchange\Setup\I386 folder.
2. Click Remove All and remove Exchange Server from the new server by clicking Yes. If you are prompted to remove shared messaging components, click Yes. If you receive an error message that files are in use, click Ignore. Exchange Server Setup finishes and quits. Do not restart the computer, but log off and log back on to the server at this point.
3. Run Setup again from the same location you used when you removed Exchange Server. When Setup begins, click OK, and perform a typical installation. Microsoft Internet Information Services is stopped temporarily, so click OK.
4. Type your CD key, click OK twice, read and agree to the license agreement, and then click Continue. At this point, you need to supply the organization and site information you wrote down. Exchange Server prompts you to create a new site or join an existing site. Be sure to create a new site. In the Organization and Site boxes, specify the organization and site name information you wrote down previously. When you are prompted for the Administrator password, type the password.
5. The installation process for Exchange Server 5.0 begins. If Setup prompts you to run the Exchange Optimizer, click No. After Setup is finished, wait approximately 2 minutes for the services to start. The services may appear to start, but they do not. If you try to stop the services, you receive an error message stating that the services database is locked. This is because the services are starting in the background. Waiting 2 minutes provides enough time to allow for the services to start.
6. Stop all the Exchange Server services.
7. Locate the C:\Exchsrvr\Dsadata folder. Remove all files except for the Dir.edb file. This is the only file you want in the C:\Exchsrvr\Dsadata folder.
8. Locate the C:\Exchsrvr\Mdbdata folder. Remove all files from this folder. Put the Priv.edb and Pub.edb files that you saved from the original server into this folder.
9. Click Start, point to Settings, click Control Panel, double-click Services, and then start the Microsoft Exchange Directory service.
10. At a command prompt, locate the C:\Exchsrvr\Bin folder and type the following command:
    c:\exchsrvr\bin>isinteg -patch
    This action allows the old databases to work in the new Exchange Server computer. The following message is displayed:
    The information store has been successfully updated.
11. Close the command prompt and start all of the Exchange Server services (the Information Store service, Message Transfer Agent, the Event service, and Internet Mail Service, if applicable).
12. Start the Exchange Server Administrator program. On the left-hand side of the screen under the Site name area, click Configuration and expand the item.
13. Click Servers and expand this item. Your server name should be displayed immediately below the Servers item. Click your server name to highlight it.
14. On the File menu, click Properties.
15. On the Advanced tab, both of the check boxes in the Database circular logging section should be selected.
16. In the DS/IS consistency adjustment section, click All inconsistencies.
17. Click Adjust, and then click OK. A dialog box is displayed stating that the consistency is successfully verified. Click OK.
18. On the Tools menu, click Directory Import, click Import File, and then specify the file that you saved to the disk from the original server. This action restores any custom recipients, and should also tag users to the appropriate mailboxes. This only works if the users that are created on the new server match the users that existed on the original server. If there are any discrepancies between the two servers, the object is orphaned.
    
    NOTE: You can still assign a new user to the old mailbox by double-clicking the mailbox, clicking Primary Windows NT Account, and then specifying a user for the mailbox.
19. If the Internet Mail Service was previously installed, you need to delete the service and then reinstall it. To delete this service, on the Connections tab, click Internet Mail Service, and then press DELETE. To reinstall the Internet Mail Service, run the Internet Connect Wizard using the Small Business Server console (click More Tasks, click Manage Internet Access, and then click Connect to the Internet). At this point, the Internet domain name is required, as well as the host name or IP address of the ISP's relay e-mail server if they are hosting the e-mail for this server.For additional information about restoring Exchange Server, click the article number below to view the article in the Microsoft Knowledge Base:
    194810  (http://support.microsoft.com/kb/194810/EN-US/ ) How to Remove/Reinstall Exchange in SBS
20. Using the Administrator account, send a test e-mail message to everyone in the Global Address List. This action activates any accounts that are not activated.
21. Restart the server. The migration should be complete.

Step 5: Restore SQL Server Data to the New Server

NOTE: If you were not using SQL Server on the original server and it was not backed up in Step 5 of the "Steps to Perform on the Original Server" section of this article, you can skip the following procedure and move to Step 6.

1. Click Start, point to Programs, point to Microsoft SQL Server 6.5 (Common), and then click SQL Service Manager.
2. Restart the Msdtc, Mssqlserver, and Sqlexecutive services.
3. Restore the backed up databases to the C:\Mssql\Data folder on the new server. If the database devices are not using this location on the original server, restore these files to the location the database devices are using on the original server (right-click Database Devices, click Edit, and then change the location to match the original server).
4. Click Start, point to Programs, point to Microsoft SQL Server 6.5 (Common), and then click SQL Service Manager.
5. Restart the Msdtc, Mssqlserver, and Sqlexecutive services.

Step 6: Upgrade to Small Business Server 4.5

1. Stop all non-essential and third-party services. Because the upgrade installs Microsoft Windows NT 4.0 Service Pack 4, non-essential or third-party services should not be running. The following services are the only services that should be running:
   • Alerter
   • Event Logs
   • Remote Procedure Call (RPC) Locator
   • Remote Procedure Call (RPC) Service
   • Server
   • Workstation
2. Insert Small Business Server 4.5 upgrade CD-ROM 1, and Autorun should start the Small Business Server CD menu. Click Small Business Server Setup, and the wizard will take you through the upgrade process.

NOTE: If any client has problems attaching to the Exchange Server computer after the upgrade (for example, "Access Denied" or "Unable to open the Information Store" error messages), use the following steps:

1. Click Start, point to Settings, click Control Panel, and then double-click Mail or Mail and Fax.
2. On the Services tab, click Microsoft Exchange Server, and then click Properties.
3. Retype the server name in the Microsoft Exchange Server box, and retype the mailbox name in the Mailbox box. Click Check Name, and then click OK.

NOTE: After the server migration is finished, you must remove the Windows 2000 and Windows NT 4.0 clients from the domain and then add them back to the domain.

For additional information, click the article number below to view the article in the Microsoft Knowledge Base: