Small Business Server 2008 – Installation, Migration, and Configuration

Small Business Server 2008 – Installation, Migration, and Configuration
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Table of Contents
Sample Chapters
  • Step-by-step guidance through the installation and configuration process with numerous pictures
  • Successfully install SBS 2008 into your business, either as a new installation or by migrating from SBS 2003
  • Configure hosted web sites for public and secure information exchange using Office Live for Small Business and Office Live Workspaces
  • An illustrative book for people with basic technical skills and no SBS background

Book Details

Language : English
Paperback : 408 pages [ 235mm x 191mm ]
Release Date : April 2009
ISBN : 1847196306
ISBN 13 : 9781847196309
Author(s) : David Overton
Topics and Technologies : All Books, Microsoft Servers, Networking and Servers, Enterprise, Microsoft

Table of Contents

Chapter 1: Introduction
Chapter 2: Introduction to SBS 2008
Chapter 3: Preparing to Migrate from SBS 2003
Chapter 4: Installing SBS 2008 and Connecting to the Internet
Chapter 5: Migrating Systems and Settings from SBS 2003
Chapter 6: Migrating Email from Exchange 2003 to Exchange 2007
Chapter 7: Migrating the CompanyWeb SharePoint Site
Chapter 8: Migrating Users and Data from SBS 2003
Chapter 9: Configuring your Services
Chapter 10: Securing the Server
Chapter 11: Managing Users and their Computers
Chapter 12: Working with SBS Services as a User
Chapter 13: Introduction to SBS 2008 Management
  • Chapter 1: Introduction
    • Who should read this book...and do the work?
    • Why are you installing a server?
      • How to get the return on your server investment
    • Book goals
    • Navigation route through book
    • How to ask more questions
    • Summary
  • Chapter 2: Introduction to SBS 2008
    • SBS 2008
      • Windows Server 2008
      • Exchange Server 2007
      • Windows SharePoint Services
      • Windows Software Update Services
      • Windows SBS Console
      • Premium Server technologies
    • Solution Checklist
    • Support
    • Summary
  • Chapter 3: Preparing to Migrate from SBS 2003
    • When to migrate and when to perform a clean installation
      • Only migrating a part of a system
    • Why do you have to migrate to SBS 2008?
    • Fourteen steps of migration
    • Doing two things at once
    • Migrating from SBS 2003 to SBS 2008 on the same server
      • Migration with Hyper-V running SBS 2003 and SBS 2008 on the same system
        • Process to migrate on one system
      • Migration by moving SBS 2003 to a temporary virtual environment
      • Process for installing SBS 2008 on the same box as 2003
    • Planning the migration and communicating the plan
      • Informing the users
    • Checking the health of the SBS 2003
      • Checking Active Directory
    • Backing up the existing server
      • Doing the backup
    • Changing network configuration to match SBS 2008 design requirements
      • Installing your firewall and router and ensuring DHCP is turned off on these devices
      • Physically re-configuring SBS 2003 to use a single NIC
      • Re-configuring SBS 2003 network settings
      • Checking that the router has the correct firewall settings
      • Checking if network settings are correct
    • Updating software on SBS 2003
      • Installing Updates
      • Checking Versions
        • Checking SBS 2003 is at Service Pack 1 or greater
        • Checking Windows Server is at Service Pack 2 or greater
        • Checking Exchange 2003 Service Pack 2 is installed
        • Checking that .NET Framework 2.0 is installed
        • Checking the version for Microsoft Core XML Services
        • Checking Windows SharePoint Services 2.0 Service Pack 3 is installed and used
    • Changing Active Directory functionality level
      • Raising the functional level for the domain and Forest
    • Confirming SBS 2003 is currently configured at best practice levels
    • Removing unnecessary email from Exchange
    • Checking that the permissions are set to allow a migration
    • Preparing SBS 2003 Time Synchronisation
    • Running the migration tool on SBS 2003
    • Preparing to migrate line-of-business applications
    • Completing the answer file for SBS 2008 setup
    • What is not covered
      • ISA configuration
      • Other Security & Firewall software
    • Summary
  • Chapter 4: Installing SBS 2008 and Connecting to the Internet
    • SBS 2008 installation
      • Operating system installation
      • SBS 2008 installation continued
      • Time Verification
      • Network settings for migrating systems
      • Getting installation updates
      • Confirming Company information
      • Creating an administrator account for new installations
      • Naming your server and domain for new installations
      • Installing OneCare and Forefront Trials
      • Installation finished, possibly with errors
    • Resolving errors and installing SBS 2008 updates
    • Setting up IP addresses for clean installations
    • Summary
  • Chapter 5: Migrating Systems and Settings from SBS 2003
    • Assumptions
    • 21-day time limit
    • User Access Control
    • Preparing to run the Migration Wizard
      • Changing folder redirection
      • Creating a new administrator account
    • Working through the Migration Wizard
      • The Migration Wizard
      • Changing where to store data on the SBS 2008 server
      • Initially configuring the SBS 2008 network
      • Configuring Internet Access
        • Choosing SBS 2008 to manage your DNS
        • Choosing to manage your DNS settings yourself
        • Finishing the Configure the Internet section
      • Migrating the SBS 2003 network settings across
      • Cleaning up the group policy settings
        • Removing old logon scripts
        • Removing old group policy objects
        • Removing WMI filters
    • Summary
  • Chapter 6: Migrating Email from Exchange 2003 to Exchange 2007
    • Migrating email from Exchange 2003 to Exchange 2007
      • Starting Migration on SBS 2008
      • Backing up and validating Exchange database on SBS 2003 server
      • Removing Internet connectors from SBS 2003
      • Migrating POP3 connectors from SBS 2003
      • Moving the Offline Address Book from SBS 2003 to SBS 2008
      • Moving mailboxes from SBS 2003 to SBS 2008
      • Moving Exchange Server public folders from SBS 2003 to SBS 2008
      • Finishing the Exchange Migration task
    • Finishing the Exchange 2007 migration and checking systems
      • Updating additional settings
      • Network checks
      • Configuring Outlook for the SBS 2008
      • Working around a known bug with Outlook Anywhere
    • Summary
  • Chapter 7: Migrating the CompanyWeb SharePoint Site
    • Extracting data from SBS 2003 server
      • Running WSS v3 Pre-scan tool
      • Adding extra users to CompanyWeb
        • Adding users by script
        • Adding users via the web administration pages
        • Re-run the Pre-scan tool
      • Stopping the web site
      • Backing up the database
        • Backing up via script
        • Backing up using the user interface
      • Detaching the database before moving
        • Detaching the database by script
        • Detaching the database using the user interface
      • Copying the database files
    • Adding OldCompanyWeb to SBS 2008
      • Configuring the DNS for the migrated site
        • Updating DNS via the command line
        • Updating DNS information through the user interfaces
      • Importing the data
        • Re-attaching the database by command line
        • Re-attaching the database through the user interface
      • Creating the new site to host the SBS 2003 data
        • Creating a new IIS site to host the site
        • Creating and configuring a WSS v3 site for OldCompanyWeb
        • Changing the Administrator settings for the site
        • Restarting IIS
    • Tidying up
      • Ensuring all graphics files are copied across
      • Changing web site names
      • Completing the task
    • Summary
  • Chapter 8: Migrating Users and Data from SBS 2003
    • Migrating file shares
      • Instructions for migration
      • Preparing on the SBS 2003 system
      • Completing migration on the SBS 2008 system
    • Migrating the fax data
      • Installing the modem
      • Installing and starting the Fax Service
      • Migrating the fax data
      • Configuring the Fax Service
    • Migrating users and groups
      • Modifying SBS 2003 groups so they work with SBS 2008
      • Creating new account roles
      • Migrating users by role
      • Enabling remote access to the computer
      • Removing unwanted users
    • Migrating Line of Business (LOB) applications
      • Platform compatibility
      • Common file and data locations
      • Naming dependencies
    • Finishing the migration
    • Making your SBS 2008 appear to also be the SBS 2003 server on the network
      • Making changes to the DNS and NetBIOS settings
      • Updating the registry
    • Summary
  • Chapter 9: Configuring your Services
    • Assumptions
    • Accepting the customer feedback option
    • Configuring your Internet domain name for remote access and email
      • Do you wish to buy a new Internet domain name?
      • Should SBS 2008 manage your DNS settings?
      • Buying a domain name or configuring Internet domain name information
      • Fixing issues with the Internet Address Management
    • Enabling email routing via your smart hosts
    • Configuring Office Live for Small Business for SBS 2008
      • Signing up for a new Office Live for Small Business account
      • Providing your Live ID for Office Live to SBS 2008
    • Configuring a VPN for external access
    • Summary
  • Chapter 10: Securing the Server
    • Assumptions
    • Network security configuration
      • Configuring the firewall ports
      • Loading a third-party security certificate
        • Importing a certificate
        • Purchasing a certificate using the wizard
    • Configuring backups and running a test backup
      • Configuring backups in SBS 2008
      • Performing a test backup
    • Configuring OneCare for servers or other anti-malware solution
    • Summary
  • Chapter 11: Managing Users and their Computers
    • Managing users
      • Managing roles
        • Adding new roles
      • Adding users
        • Adding multiple users at once
        • Adding individual users
      • Managing users' storage
        • Email storage settings
        • Shared and redirected folder storage settings
    • Managing computers
      • Adding computers to the network
      • Ensuring computers are up to date with updates
    • Summary
  • Chapter 12: Working with SBS Services as a User
    • E-mail, Calendar, and Contacts
      • Outlook 2003 and 2007 connection configuration
      • Calendar management
        • Viewing Calendars
        • Using Calendars to schedule a meeting
        • Telling others when you are unavailable
      • Finding information using search
      • User email recovery
    • Managing files
      • Internal Web Site Access
        • Uploading documents
        • Uploading using email
        • Opening documents and Checking Out and In
        • Recovering a deleted document in CompanyWeb
      • Searching for information
      • User file recovery
    • Remote access
      • Remote Web Workplace, remote email, and intranet access
      • Customizing Remote Web Workplace
      • Outlook Web Access
      • Outlook Mobile Access via ActiveSync or Windows Mobile phones
      • Connecting to a PC on the SBS 2008 LAN
      • Connecting via a Virtual Private Network (VPN)
    • Summary
  • Chapter 13: Introduction to SBS 2008 Management
    • Administration tools
      • Windows SBS Console standard and advanced mode
      • Windows SBS Native Tools Management
      • Exchange Management Shell
      • Command Prompt run as Administrator
    • Daily maintenance check via reports
    • Maintenance areas
      • Security
      • Backup and Recovery
        • File and data recovery
        • Full volume recovery
        • Full system recovery
      • Forefront Updates
      • Storage
      • Event Log messages
    • Troubleshooting common problems
      • External network
      • Internal network
      • Spam
      • Poor performance
    • Summary

David Overton

David Overton has been in the IT industry for over 25 years and has worked at Microsoft in the UK for more than eleven years. David fell in love with Small and Medium Business when he was given responsibility for engaging with journalists at the time of the launch of Small Business Server 2003 in the UK. For the next four years David was responsible for improving SBS deliveries by Microsoft partners. As well as his day job, David is also a writer: he has written for consumer publications Windows XP and Windows Vista magazines, and he blogs at, where he helps readers find solutions to questions and problems. In 2009, David published his first book on SBS 2008 which was well received. When not working or writing, David likes to spend time with his family and also tries to fit in sailing any time of the year in any weather.
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Submit Errata

Please let us know if you have found any errors not listed on this list by completing our errata submission form. Our editors will check them and add them to this list. Thank you.


- 1 submitted: last submission 05 Mar 2014

Errata type: Typo | Page number: 147 |

In the chapter title, "CompanyWeb" was mispelled as "CompanWeb". The title should be "Migrating the CompanyWeb SharePoint Site".


Sample chapters

You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

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What you will learn from this book

  • Install SBS 2008, based on Windows Server, 2008 into your business environment
  • Upgrade from SBS 2003 to SBS 2008 reliably
  • Securely configure network access and access from the internet
  • Enable Exchange 2007 for email, calendar, and contacts
  • Deliver collaboration tools based on SharePoint to improve finding and sharing of information across your business
  • Manage the updates and security of all the PCs in your business network avoiding viruses and data leakage
  • Empower people to work remotely away from the office, but be as productive as if they were in the office
  • Understand how to manage the services delivered to your users
  • Gain the basic systems management knowledge to start the task of keeping your server running smoothly

In Detail

Small Businesses need to capitalize on the investments they make in IT to drive the business forward. SBS 2008 is uniquely positioned to deliver, but a poor implementation becomes a hindrance rather than a benefit to your business. Well implemented solutions enable your business to appear larger, yet more dynamic than many enterprises.

It's easy to get Small Business Server 2008 up and running when you've got this book to hand. It helps you in a clear and friendly manner to understand how to implement SBS 2008 inside your business in a way that matches your business needs. The author's experience enables him to share a tried and tested path to deliver the business benefits without becoming bogged down in unnecessary details that are not relevant to small businesses.

SBS 2008 is a fantastic investment for Small Businesses to make towards a well managed and highly functional IT solution in their business. This book is the culmination of many years advising small business owners and consultants on the recommend, tried and tested path to implement small business technology from Microsoft. Through this book you will gain an understanding of the features you can choose to use and then how to securely implement the server to deliver them. It will guide you through the installation and configuration process with the help of step-by-step instructions and plentiful screenshots. It will also explain how you can benefit from the collaboration tools based on SharePoint and how you can protect all your business data with a back-up process that covers anything from deleted files to a fire in the office.

Imagine how great you'll feel when your Small Business Server 2008 is ready and working, and you can get back to surfing the Internet!

Understand how to install SBS 2008, either as your first server or an upgrade from SBS 2003, and then derive quick value for your users


This book presents step-by-step guidance through the installation and configuration process with the help of numerous screenshots. It contains many snippets of information and guidance on decision making. As every eventuality can't be covered, there are links to online information as well as pointers to forums the author personally interacts with to answer additional questions.

Who this book is for

This book is designed for anyone who needs to install and configure SBS 2008. You don't need to be a technical consultant who wants to tweak every setting to become an SBS success. This book will help those with a basic understanding of technology and a desire to install and use SBS 2008 quickly and continue with their business.

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