SBS: How to Upgrade SBS 4.x to SBS 2000 on a New Computer (Part 1 of 2) (278439)


The information in this article applies to:

  • Microsoft BackOffice Small Business Server 4.0
  • Microsoft BackOffice Small Business Server 4.5
  • Microsoft Small Business Server 2000
This article was previously published under Q278439

SUMMARY

This article describes how to upgrade Microsoft Small Business Server (SBS) 4.x to SBS 2000 on a new computer.

NOTE: Although the exact steps may differ, the same basic concepts apply when you migrate a SBS 2000 installation to new hardware.

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 Microsoft Small Business Server 2000 Planning and Installation Chapter 15: "Upgrading to Small Business Server 2000".

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 not 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 very important 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. Share out the drives on the Windows 2000-based computer to gain access to it from the SBS 4.x server. You can also create a shared folder to hold some data temporarily, such as Microsoft Exchange data or Microsoft SQL Server databases. These will have to be moved later.
  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 Windows 2000 Server from the SBS 4.x network.
  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. Physically connect the computer to the Internet using a dial-up , broadband, router, cable modem, or a other connection, and then run the SBS Internet Connection Wizard in the To Do List to configure Internet connectivity on the SBS 2000 computer.
  8. 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

  • 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/professional/howtobuy/upgrading/default.asp

  • 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:

    192710 INF: Basic Guidelines for Installing SQL Server Version 6.5 or 7.0

    180649 SQL Server Setup May Stop Responding When Installing on a Very Fast Drive

    180499 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 then click Network and Dial-up Connections.
  2. Right-click Local Area Connection, and then click Properties.
  3. Click Internet Protocol (TCP/IP), and then 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. 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 shareMigrated 4.x data that belongs there
ExMergeExchange mail or ExMerge data
SQLdataSQL Server data
UsersSFUser's shared folder data
CompSFCompany 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 on the Small Business Server 2000 Setup CD-ROM #1 in the Upgrade\ExMerge\version_3.7 folder.

NOTE: To make sure 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 the ExMerge.exe file, 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 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:

192710 INF: Basic Guidelines for Installing SQL Server Version 6.5 or 7.0

80649 SQL Server Setup May Stop Responding When Installing on a Very Fast Drive

180499 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:

290603 SBS: Upgrading SBS 4.x to SBS 2000 on a New Computer (Part 2 of 2)

NOTE: To complete the 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.
Modification Type:MajorLast Reviewed:7/13/2006
Keywords:kbinfo KB278439 kbAudDeveloper
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