SBS: How to Upgrade SBS 4.x to SBS 2000 on a New Computer (Part 2 of 2)

This article describes how to complete the process to upgrade Small Business Server (SBS) 4.x to SBS 2000 on a new computer. This article is the continuation of the following Microsoft Knowledge Base article: The information that is contained in both of these articles is taken from the Microsoft Small Business Server 2000 Migration Upgrade white paper, which is located in the Upgrade folder on the first disk of the Small Business Server 2000 CD-ROM set.

Step Six: Create Accounts on the New Computer

After the SBS 2000 installation is completed, the To Do List is displayed. The first three items on the To Do List are Add Client Licenses, Define Client Programs, and Add Users. If you do not have any custom groups from the SBS 4.x computer, perform these three actions when you complete step six of the procedure described in this article. You can complete the remaining items on the To Do List after the migration has completed.

NOTE: If you have custom groups such as an accounting group, re-create these groups before you create user accounts.

If the To Do List is not open on your desktop, click Start, and then click SBS Administrator Console. Notice that the SBS (BackOffice Manager) snap-in is open by default.

NOTE: To perform the procedures outlined in this step, you need to be logged on as the administrator or as a member of the Domain Administrators security group.

Security Groups

If you created security groups on your SBS 4.x computer, re-create these security group accounts first. It is recommended that you re-create all of the group accounts before you add users so that you can add the users to the groups when you add the user accounts. Use the Add Group Wizard to add security groups on the SBS 2000 computer. To access the wizard, click the Security Groups node in the SBS (BackOffice Manager) snap-in, right-click an existing group in the Details Pan, and then click Add Group. For more information on the default security groups in SBS 2000, refer to SBS Planning and Installation, Chapter 6, "Administration."

Distribution Groups

If you created e-mail distribution lists on your SBS 4.x computer, create distribution groups. Distribution groups should be one of the first sets of Active Directory objects that you create. Use the Add Distribution Group Wizard to add distribution groups on the SBS 2000 computer. To access the wizard, click the Distribution Groups node in the SBS (BackOffice Manager) snap-in, right-click an existing group in the Details pane, and then click Add Distribution Group.

Users and Mailboxes

To add users and mailboxes to the SBS 2000 computer, run the Add User Wizard on the SBS 2000 computer one time for each of the user accounts that you plan to migrate, and then type in the properties for those user accounts that correspond to the previous account. The Add User Wizard also creates the Exchange Server mailboxes for these user accounts.

To obtain a list of all of the user accounts on the SBS 4.x computer, click Start, point to Programs, point to Administrative Tools (Common), and then click User Manager for Domains. To find the properties of each user account, click a user account, and then click Properties on the User menu. You can also start the Microsoft Exchange Administrator program, click to expand your server, and then click Recipients. To find the properties of the account, double-click the account in the Details pane.

To create user accounts on the SBS 2000 computer:

1. Start the User Manager on the SBS 4.x computer.
2. On the SBS 2000 computer, click Start, and then click SBS Administrator Console.
3. Under the SBS (BackOffice Manager) snap-in, open the To Do List, and then click the Add Users task to start the Add User Wizard.
4. When you run the wizard, create the user accounts by matching the characteristics of the new user accounts to the corresponding user accounts on the SBS 4.x computer.
5. On the Run the Set Up Computer Wizard page, you can either click Set up computer now or Set up computer later. If you click Set up computer now, refer to the Computer Accounts section for additional information. If you click Set up computer later, click Next.
   
   NOTE: Some nonessential user properties, such as a user description, cannot be specified in the Add User Wizard. To migrate these properties, use the Users node in the SBS (BackOffice Manager) snap-in. All of the user accounts that are set up on the SBS 2000 computer are displayed in this folder. To specify all the user properties that you want to migrate, right-click the user, and then click Properties.

If many of your users are the same, use the user accounts template in the Add User Wizard or create your own template. The user accounts template enables you to create user accounts with identical properties easily. To create a user account template when you are running the Add User Wizard, click Specify individual settings for this user on the User Properties page, and then click to select the Use these settings to create a new template check box.

Computer Accounts

To obtain a list of all computer accounts on the SBS 4.x computer:

1. Click Start, and then click Manage Server (for SBS 4.0) or SBS Console (for SBS 4.5).
2. Click the More Task tab, and then click the Manage Computers link.

A list of all of client computers that are set up for use with your SBS 4.x network is displayed.

To create new computer accounts on the SBS 2000 computer, continue the Add User Wizard procedure that is described in the preceding section:

1. If you clicked Set up computer now when you used the Add User Wizard to add user accounts, on the Computer Name page, type the corresponding computer name from the SBS 4.x network.
2. On the Applications page, enter the programs that you want to install.
3. On the Networking Setup Disk page, indicate that you plan to create a networking disk. If you do not plan to create a networking disk, continue with the next step.
   
   NOTE: You must create a Networking Setup Disk to configure Microsoft Windows NT and Windows 2000 clients. Because you are maintaining all the same server properties, it is not necessary to run the Networking Setup Disk on Microsoft Windows 95, Microsoft Windows 98, Microsoft Windows 98 Second Edition, or Microsoft Windows Millennium Edition (Me) clients.

To use the Set Up Computer Wizard to create new computer accounts on the SBS 2000 computer:

1. Start the SBS Administration Console, click the Computers node in the SBS (BackOffice Manager) snap-in.
2. Click the Set up Client Computer icon to start the Set Up Computer Wizard.
3. Complete the Set Up Computer Wizard to set up client computers.

Step Seven: Copy Data to the SBS 2000 Computer

Shared Folders and Permissions

When you used the Add User Wizard in the previous step, it created shared folders for the users and set the following permissions:

• Domain Administrators
• Folder Operators
• User all Full Control

The SBS 4.x data is now on the data partition, and these new folders are on the SBS 2000 partition. Use a drag-and-drop operation to copy user data folders from the SBS 4.x computer to the respective user folders. You can also use utilities such as Copy, Scopy, or Xcopy to copy the folders.

For all other folders, first copy the folders to the drive, and then use the Add Shared Folder Wizard in the SBS Administrator Console to share the folders and apply permissions. To start the wizard, click Start, point to SBS Administrator Console, under the SBS (BackOffice Manager) snap-in, right-click Shares (local), and then click New File Share.

Type the name of the shared folder and any comments for the folder. To determine the name of the folder or the comments, right-click the corresponding folder on the SBS 4.x computer, click Sharing, point to Properties, and then click Sharing.

Add the users and groups to the access list for the folder, and make sure to set the permissions (Full, Read, Change) so that they match the permissions on the corresponding SBS 4.x folder. To view a list of the SBS 4.x permissions, right-click the folder on the SBS 4.x computer, click Sharing, point to Properties, point to Security, and then click Permissions.

Exchange Server Mail

When you complete this step, mail from the data partition is migrated to the SBS 2000 partition. Install ExMerge version 6.0 on the SBS 2000 computer (ExMerge 6.0 is located in the Upgrade\ExMerge\version_3.7 folder on the Small Business Server 2000 Setup Disk 1 CD-ROM). Use ExMerge to migrate user folders and messages, and Microsoft Outlook calendars and contacts from the data partition.

To copy mailboxes to the new SBS 2000 computer:

1. Create a temporary folder on the new SBS 2000 computer.
2. Copy the ExMerge files from disk one of the SBS 2000 Setup CD-ROM set (Upgrade\ExMerge\Version_6.0) to a temporary folder on the local hard disk. Copy Exchmem.dll from disk three of the SBS 2000 Setup CD-ROM set to the same folder. This file is found at Exchsrvr60\Setup\I386.
3. To use Exchange System Manager to grant your administrator account access to all mailboxes in a single database, regardless of inherited explicit denials, follow these steps:
   
   
   1. In the SBS Administrator Console, click to expand your Exchange Server computer to start Exchange System Manager.
   2. Expand your server, expand First Storage Group, right-click the mailbox store for your server, and then click Properties.
   3. Click the Security tab. For additional information about how to proceed if the Security tab is not available, click the article number below to view the article in the Microsoft Knowledge Base:
      259221  (http://support.microsoft.com/kb/259221/EN-US/ ) Security Tab Not Available on All Objects in System Manager
   4. Verify that your account has Full Control permissions.
   5. Give your account Receive As and Send As permissions.
   After you make this change, you may still see a shaded check mark in the Deny column on your account, in addition to check marks in the Allow column. This configuration indicates that you have been denied permission by inheritance, and that you have inherited permissions at this level. In the Windows-permissions model, explicitly granted permissions (both Deny or Allow), override inherited permissions. Note that an explicit Allow configuration at a lower level overrides an explicit Deny configuration from a higher level only on the single object where the override is set, and not on that object's child objects. In this case, you cannot grant yourself permissions on a server to get access to each database; you must grant permissions on databases individually.
   
   After you change permissions, you may need to log off and log back on. It is recommended that you stop and restart all Exchange Server services to flush the directory cache (or wait 10 minutes for the cache to expire).
4. Double-click ExMerge.exe.
5. Click Extract or Import (2 Step Procedure).
6. Click Step 2: Import Data into an Exchange Server Mailbox.
7. Type the server name.
8. Click Select All, and then click Next.
9. Set the default locale.
10. Click the target folder in your Exchange 2000 Server installation, and then click Finish.

After the process is complete, and you have verified that every user can access their mailbox, it is recommended that you delete all the .pst files and ExMerge.

NOTE: If you are upgrading in a mixed-language environment and need to configure the language settings, refer to the ExMerge Release Notes that are located in the Backoffice\Upgrade\Exmerge\Version_6.0 folder on the Small Business Server 2000 Setup Disk 1 CD-ROM.

SQL Server 6.5 and 7.0 Databases

Because the formatting of SQL Server 6.5 and SQL Server 7.0 databases is different, there are several upgrade scenarios for SQL Server data.

Some users may be running SQL Server 6.5 and may want to keep their existing installation as they migrate to SBS 2000. Other users may be using SQL Server 6.5, but want to upgrade to SQL Server 2000 (which uses the SQL Server 7.0 database format). Some users may be using SQL Server 7.0 now and want to continue doing so, and other SQL Server 7.0 users may want to upgrade to SQL Server 2000 as part of their SBS upgrade. Instructions for all four situations are included in the next section of this article.

Using and Preserving SQL Server 6.5

To use and preserve SQL Server 6.5, install the program on the new SBS 2000 computer by using the SBS 4.0 Setup CD-ROM set. You can only install SQL Server 6.5 on the new computer if you installed Windows 2000 Server by using the SBS 2000 Setup CD-ROM set. To maintain Windows 2000 compatibility, install SQL Server 6.5 Service Pack 5 (SP5). This service pack is located on the SBS 2000 Service Pack disk.

NOTE: To complete the migration, the license allows you to have two copies of SQL Server 6.5 running temporarily. You must decommission the old version after you have completed the migration process.

Upgrading SQL Server 6.5 to SQL Server 2000

To upgrade SQL Server 6.5, you must migrate the SQL Server 6.5 data to the new computer before you install SQL Server 2000. Use the SBS 4.0 Setup CD-ROM set to install SQL Server 6.5 natively on the new SBS 2000 computer. To restore backed up SQL Server 6.5 and SQL Server 7.0 databases to the new SQL Server 6.5, SQL Server 7.0, and SQL Server 2000 installations on the SBS 2000 computer, use the procedure in any of the following sections that applies to you.

To restore 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 the Database Devices folder, and then click Database Backup/Restore on the Tools menu.
3. Click the Restore tab, and then click From Device.
4. In the Destination Database box, click New Database.
5. Type the name of the database you are restoring.
6. In Database devices box, click New.
7. Type the name of the restored file and enter its location on the data partition.
8. Click Create Now to add the database device.
9. Click OK to confirm that the device was added.
10. Click Create Now to create the new database.
11. In the Devices and Files list, click the new device.
12. Click Restore Now.

NOTE: To complete this procedure, you must have SQL Server 6.5 installed on the SBS 2000 computer. Complete these steps for each database you need to migrate over to the SBS 2000 computer.

Using and Preserving SQL Server 7.0

To use and preserve SQL Server 7.0 during the SBS 2000 installation process, use the SBS 4.5 Setup CD-ROM disk set to install SQL Server 7.0 natively on the new server, and then use the following procedure to migrate SQL Server 7.0 to the SQL Server 7.0 database to the new computer.

NOTE: To complete the migration, the license allows you to have two copies of SQL Server 7.0 running temporarily. However, you must decommission the old version after you have completed the migration process.

To restore SQL Server 7.0:

1. With SQL Server 7.0 installed, click Start, point to Programs, point to Microsoft SQL Server 7.0, and then click Enterprise Manager.
2. Expand the Console Tree, click the new server, and then click Restore Database on the Tools menu.
3. Click From device as your restore method, and then click Select Devices.
4. Type the name of the database you are restoring.
5. In the Choose Restore Devices dialog box, click Disk, and then click Add.
6. Click File name and enter or browse to the path to the backup file that you copied over.
7. Click OK.
8. Click OK to close the Choose Restore Devices dialog box.
9. Click OK to start the data restoration process.
   
   NOTE: You must have SQL Server 7.0 installed on the SBS 2000 computer if you are not upgrading SQL Server 2000. Follow this procedure for each database that you need to migrate over to the SBS 2000 computer.

Upgrading SQL Server 7.0 to SQL Server 2000

To upgrade SQL Server 7.0 to SQL Server 2000, restore the backed up SQL Server 7.0 data to your SQL Server 2000 installation from step five of this procedure. For additional information about step five of this procedure, click the article number below to view the article in the Microsoft Knowledge Base: To restore SQL Server 2000:

1. If you installed SQL Server 2000, click Start, point to Programs, and then click Microsoft SQL Server.
2. Click to expand the Console Tree, click the SBS 2000 computer, and then click Restore Database on the Tools menu.
3. Type the name of the database in the Restore as Database box.
4. Click From device as your restore method.
5. Click Select Devices.
6. In the Choose Restore Devices dialog box, click Disk, and then click Add.
7. Click File name, enter or browse to the path to the backup file that you copied over, and then click OK.
8. Click OK to close the Choose Restore Devices dialog box.
9. Click OK to restore the database.

NOTE: You must have either SQL Server 7.0 or SQL Server 2000 installed on the SBS 2000 computer, depending on whether or not you are upgrading SQL Server. Complete this procedure for each database you need to migrate over to the SBS 2000 computer.

Step Eight: Establish Internet Connectivity

To establish your Internet connection, run the SBS Internet Connection Wizard from the To Do List, located in the SBS Administrator Console. The computer must have a physical connection to the Internet. Use the same type of connection that you used for the SBS 4.x computer (for example, dial-up or broadband).

If you established Internet connectivity by using the SBS 4.5 Internet Connection Wizard and did not add any custom Proxy Server 2.0 packet filtering settings, the SBS 2000 Internet Connection Wizard creates default settings similar to those on the SBS 4.x computer. If you had any POP3 mail accounts, use the SBS Internet Connection Wizard to re-create these. Enter the POP3 configurations from the SBS 4.x computer.

To access POP3 mailbox settings:

1. On the SBS 4.5 computer, click Start, point to Programs, point to Microsoft Exchange, and then click Microsoft Exchange Administrator.
2. In the folder hierarchy, click to expand your Exchange Server computer.
3. Click Connections, and then double-click Connector for POP3 Mailboxes.
4. On the Action menu, click Properties to display the POP3 accounts.

If you used any custom Proxy Server 2.0 packet filtering settings, manually configure these settings in the Microsoft Internet and Security Acceleration (ISA) Server firewall on the new SBS 2000 computers.

To find the custom settings from Proxy Server 2.0:

1. On the SBS 4.x computer, click Start, point to Programs, point to Microsoft Proxy Server, and then click Microsoft Management Console.
2. Locate the Console Root, click to expand Internet Information Server, and then click to expand your server.
3. Right-click Web Proxy, and then click Properties.
4. Click the Service tab, and then click Security. The custom filters are displayed in the Exceptions section.

To set custom ISA Server 2000 packet filtering:

1. On the SBS 2000 computer, click Start, point to Programs, point to Microsoft Small Business Server, and then click Small Business Server Administrator Console.
2. Click to expand Internet Security and Acceleration Server 2000.
3. Click to expand Servers, click to expand your server, and then click to expand Access Policy.
4. Right-click IP Packet Filters, point to New, and then click Filter to start the New IP Packet Filter Wizard.
5. Initiate the wizard, and then add your custom settings.

For more information about using the SBS 2000 Internet Connection Wizard, refer to Small Business Server 2000 Planning and Installation, Chapter 7, "Internet Connectivity."

Step Nine: Migrate Client Computers

After you install and configure SBS 2000, migrate the client computers over to the new network. Before you disconnect the client computers from the SBS 4.x network and connect them to the SBS 2000 network, release the IP addresses that are issued by the SBS 4.x DHCP service, and then remove the client computers from the SBS 4.x domain. To do so, open a command prompt on each client computer, type ipconfig/release, and then press ENTER.

NOTE: If there is a Windows 95 client computer, click Start, click Run, and then type Winipcfg. Enter your network adapter, and then click Release.

Each client computer must also be disjoined from the original SBS 4.x network. You do not have to disjoin Windows 95, Windows 98, Windows 98 Second Edition, or Windows Me clients from the domain because they do not have computer accounts in the domain.

To disjoin a Windows NT client computer from the network:

1. Right-click Network Neighborhood, and then click Properties.
2. Click the Identification tab, and then click Change.
3. Click Workgroup to remove the computer from the domain, and then type Workgroup in the Workgroup name box.
4. After you disjoin the domain, shut down the client computer before you reconnect it to the new domain.

To disjoin a Windows 2000 client computer from the network:

1. Right-click My Computer, and then click Properties.
2. Click the Network Identification tab, and then click Properties.
3. Click Workgroup to remove the computer from the domain, and then type Workgroup in the Workgroup name box.
4. After you disjoin the domain, shut down the client computer before you reconnect it to the new domain.

NOTE: Complete this procedure for Windows 2000 Professional client computers and Windows 2000 member servers.

After the computer accounts are created, use the Networking Setup Disk that you created when you created computer accounts to configure network connectivity for the Windows 2000 Professional and Windows NT Workstation clients.

NOTE: If you did not change the computer name or IP address when you set up the SBS 2000 computer, you do not have to reconfigure Windows 95, Windows 98, Windows 98 Second Edition, or Windows Me client computers for network connectivity. Even though you do not have to use the Networking Setup Disk to establish network connectivity for Windows 95, Windows 98, Windows 98 Second Edition, or Windows Me clients, it is recommended that you run the Networking Setup Disk to upgrade client programs such as Fax Client and Firewall Client.

To connect a Windows NT or Windows 2000 client computer to the SBS 2000 network:

1. Log on to the client computer using a local administrator account.
2. Insert the Networking Setup Disk that you created when you created computer accounts into the client computer's disk drive.
3. Run the Setup program on the Networking Setup Disk to start the Microsoft Client Network Setup Wizard. This wizard creates local administrator accounts on Windows 2000 and Windows NT 4.0 client computers.
   
   The Networking Setup Disk contains the list of all the computer accounts on your SBS network that existed when the disk was created. Follow the wizard instructions to select the appropriate client computer name. You can also type a client computer name that is not on the list.
   
   NOTE: If you type a client computer name, verify that it matches the existing account name on the SBS network. If it does not, the client computer is not connected to the SBS network.
4. The Networking Setup Disk also contains a list of all user accounts that existed on your SBS when the disk was created. If the client computer is running Windows 2000 or Windows NT 4.0, the wizard prompts you to select a user account name or names. You may also type a user account name that is not on the list. These user accounts are added to the local administrators group and are able to install programs.
5. If the client computer is running Windows 2000, the wizard prompts you to type a user account name and user password. This account must have permissions to join a client computer to the domain, such as the domain administrator account.
6. When you finish the Client Network Setup Wizard, the computer prompts you with instructions to complete the networking setup.

After you complete the networking setup, the client computer can access the SBS 200 computer. The next time a user logs on to the client computer, they have the option of installing the client programs that you selected for this computer.

NOTE: A client computer must have a physical network connection with the SBS 2000 computer to run the Networking Setup Disk.

Disable any auto-logon programs on the client computer, such as Tweak UI. After you complete a client setup, you can then reactivate the auto-logon program, and then verify that the logon domain, account, and password information are correct.

For additional information, click the article number below to view the article in the Microsoft Knowledge Base: After users log on to the domain, they are asked if they want to accept pre-selected client programs for installation on their computers. These might include Firewall Client, Modem Sharing Client, Outlook, Fax Client, and Microsoft Internet Explorer. If users agree, the programs are installed and configured automatically.

To connect a Windows 95, Windows 98, Windows 98 Second Edition, or Windows Me client computer to the SBS 2000 network, you only need to connect the client computer to the network physically. After users log on to the domain, they are asked if they want to accept pre-selected client programs for installation on their computers. If users agree, the programs are installed and configured automatically.

Additional Important Tasks

If you had an intranet Web site hosted from your SBS 4.x computer, you need to manually copy all of the component files from the Systemdrive\Inetpub\WWWRoot\Intranet folder to the Systemdrive\Inetpub\Intranet folder on your SBS 2000 computer.

Install any printers that are installed on the SBS 4.x computer on the SBS 2000 computer. Make sure that you acquire updated Windows 2000-compatible printer drivers from your printer's manufacturer. You must also physically connect the print device to the new SBS 2000 network.

Refer to the To Do List in the SBS 2000 Administrator Console for additional tasks to perform after your migration is complete.