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- Herausgeber: Packt Publishing
- Kategorie: Wissenschaft und neue Technologien
- Sprache: Englisch
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!
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Seitenzahl: 313
Veröffentlichungsjahr: 2009
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Table of Contents
Small Business Server 2008 Installation, Migration, and Configuration
David Overton
Small Business Server 2008 Installation, Migration, and Configuration
Copyright © 2009 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing and its dealers or distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First published: April 2009
Production Reference: 1150409
Published by Packt Publishing Ltd.
32 Lincoln Road
Olton
Birmingham, B27 6PA, UK.
ISBN 978-1-847196-30-9
www.packtpub.com
Cover Image by Vinayak Chittar (<[email protected]>)
Credits
Author
David Overton
Reviewers
Alex Stanier
Ian Watkins
Leslie Cupitt
Dr. Simon J Orebi Gann
Steve Davis
Vijay Singh Riyait
Acquisition Editor
Douglas Paterson
Development Editor
Dilip Venkatesh
Technical Editor
Ajay Shanker
Editorial Team Leader
Abhijeet Deobhakta
Project Team Leader
Lata Basantani
Indexer
Rekha Nair
Project Coordinator
Rajashree Hamine
Proofreader
Chris Smith
Production Coordinators
Aparna Bhagat
Dolly Dasilva
Cover Work
Aparna Bhagat
About the Author
David Overton has been in the IT industry for over 20 years and has worked at Microsoft in the UK for more than nine years. David fell in love with Small Business Server in 2003 when he was given the responsibility of engaging with journalists at the time of the launch of SBS in the UK. For the next four years, David was responsible for improving SBS deliveries by Microsoft partners. David has since has moved on to other roles inside Microsoft, but still continues to be part of the SBS community, helping users answer and resolve questions.
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 http://davidoverton.com, where he helps readers find solutions to questions and problems.
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.
This book would not have been possible without the interaction of customers, the UK SBS group leads, SBSC partners who work together to improve IT for small businesses, and finally, my colleagues at Microsoft.
I could not have started this project without the support of all three members of my family who agreed to lose me for even more days each month. Once I started the book, I relied on seven people to give their guidance to ensure the content was the most useful possible.
Simon was my ultimate customer guide helping me keep an eye on the owner manager's perspective. Kate Bevan, a journalist, helped improve my writing style and reminded me to keep it simple. The people who are in business supplying and maintaining SBS for their customers every day were Leslie Cupitt of Business Solutions IT, Vijay Riyat of iQuebed, Ian Watkins of Oxbridge Technology Ltd, Alex Stanier of IT 4 Business, and Steve Davis of Sytec.
I need to thank Nick King at Microsoft for answering the questions I could not, and the staff at Packt Publishing Ltd, including Douglas, for the encouragement and guidance that finally led to this book being published.
About the Reviewers
Alex Stanier has worked in the IT industry for twenty years. He started with Ford Motor company on mainframes and minis, and on artificial intelligence solutions before discovering PCs and networks. He spent ten years in the BBC, running an outsourced IT support contract before starting a new company to service the SME market. For the past five years, he has been providing consultancy to a variety of smaller and larger clients. He plays an active and vocal part in the SBSC community.
Ian Watkins started working with computers in 1983 when he worked for Thomas Cook as an Analyst/Programmer writing in COBOL and CICs. Since then, he has moved to working on the Microsoft Platform for many small businesses and charitable organizations helping them to derive real value from the money they spend on IT. He is passionate about seeing IT used effectively in small organizations and helping them solve their real-world problems to drive their organizations forward.
Leslie Cupitt is a veteran of IT, earning his living from IT since 1981. He is a graduate in Management & Economics from the University of Bath. After various marketing roles in large companies, he moved into the marketing of IT, first at the UK's National Computing Centre, then with a large distributor, and then with a large IT retailer.
He has run Business Solutions Ltd. since its formation in 1988. Business Solutions Ltd. is a Microsoft Small Business Specialist. The focus is on supporting small businesses and building the return from their IT investment.
Leslie is an active member of the North West Small Business Community.
Dr. Simon J Orebi Gann is a Non-Executive Director and Senior Executive with a background of extensive commercial and IT experience in BP, Marks and Spencer, and the London International Financial Future Exchange (LIFFE). He has Board experience, which includes US public and UK private company non-executive roles, as well as line roles on company operating boards. With a doctorate in high energy physics, which gave him his first experience of the power of computing, he always seeks opportunities to use new technology early, aiming to gain the longest economic life and maximize return from investment. He ensures that he remains up-to-date with technological developments to identify and assess new commercial opportunities.
With a background of successful delivery of many major IT programs in the Retail, Finance, and Energy industries, Simon assists businesses that are considering or engaged in technology-enabled change to ensure that their strategy is appropriate, goals set are both challenging and achievable, and that the approach and governance will deliver. As well as working at a major international scale, he also undertakes small business projects and often pioneers key technology in his own business. He is an active advisor to venture capital firms on potential investments and on exit strategies.
Steve Davis is a passionate believer in business computing and a member of the British Computer Society. He is also a close colleague of David Overton and the pair often collaborate on Small Business Server issues. Steve has the advantage of working in the "wilds" of IT, with responsibilities towards a wide variety of customers including many business critical applications.
Vijay Singh Riyait is a Chartered Engineer and a Member of the Institution of Engineering & Technology (IET), which is the largest professional Engineering institution in the UK. He is the Technical Director of Ardent iSys, which is a Microsoft Small Business Specialist. He has over 15 years experience as a software developer. He graduated from the University of Wales, Bangor where he studied Electronic Engineering, having won a sponsorship from Marconi Radar Systems Ltd.
He spent five years as a Research Associate at the University of Newcastle upon Tyne, where he was researching signal processing techniques for underwater sonar systems. He is the author of a number of academic papers and first author of a paper published by the IEEE Transactions on Image Processing. Vijay has also worked for GPT, Ericsson, Concept Design (a Nottingham-based software consultancy specializing in GSM/3G telecoms), and ID Data on Smartcard Technologies.
Vijay is currently a Microsoft SBSC PAL (Partner Area Lead) for the UK, which is a recognition by Microsoft of his commitment to promoting engagement between Microsoft Small Business Partners and Microsoft.
Vijay is a Microsoft Certified Professional (MCP) and a Microsoft Certified Technology Specialist (MCTS) on Windows SharePoint Services 3.0 and Microsoft Office SharePoint Server 2007.
Preface
SBS 2008 has the potential to deliver real business value to a business, but to enable this, you need to implement it correctly while ensuring it is delivered in a secure manner. While SBS 2008 is designed for small businesses, understanding how to make it fit your business is still vital. This means you need to correctly install SBS 2008 or migrate from SBS 2003 and then configure it to meet your needs.
This book will walk you through your journey ensuring you complete all the necessary actions to successfully complete this task.
What this book covers
Chapter 1 sets out to ensure that you are prepared for your journey into SBS 2008, and then plot the route you will be taking and explain why.
Chapter 2 is a brief chapter covering the basics of SBS 2008. You will understand the technologies that you will be interacting with while installing and configuring SBS 2008, and have all the technology that you need to complete the task at hand.
Chapter 3 will cover the preparation required to migrate from SBS 2003 to SBS 2008. This will consist of the following steps: checking if your SBS 2003 server is healthy, backing up the server, installing the required software, changing SBS 2003 to prepare it for migration, and completing the migration tools. We will also see the answer to some questions that enable you to decide when and how to perform a migration. At the end of this chapter, we'll see the two areas that I will not be covering in the migration steps, namely ISA and the variety of anti-malware that may be installed.
Chapter 4 covers the installation of SBS 2008 on a new system, either as a first server in an organization or as a new server into an organization with SBS 2003. We will cover: installing the operating system, installing the SBS components, migrating network settings, getting updates, confirming company information, creating an administration account, naming servers, installing anti-malware tools, and resolving installation issues. The steps involved will get you to the point where you are connected to the Internet.
Chapter 5 covers the migration of the configuration settings from the SBS 2003 system to SBS 2008. This will require activity on both servers. We will cover the following areas in this chapter: starting the Migration Wizard, initially configuring the SBS 2008 network, configuring Internet Access, migrating the SBS 2003 network settings across, and cleaning up the group policy settings.
Chapter 6 covers the migration of email in Exchange 2003 on the SBS 2003 server to Exchange 2007 on SBS 2008.
Chapter 7 covers the migration of data in the CompanyWeb—http://CompanyWeb, a Windows SharePoint Site, from SBS 2003 to a site called OldCompanyWeb on SBS 2008.
Chapter 8 covers the finalizing of the migration tasks with the migration of the users and the remaining data from the SBS 2003 system to SBS 2008. We will cover the following tasks in this chapter: migrating file shares, migrating the fax data, migrating users and groups, migrating LOB applications, and finishing the migration.
Chapter 9 covers the process of finalizing the network setup—moving all the network services to be served from the SBS 2008 server. In this chapter, we will carry out the following tasks, some of which are optional: accepting the customer feedback option, configuring your Internet domain name for remote access and email, checking your Internet network settings, enabling email routing via your ISP (smart hosts) if required, installing a paid-for SSL certificate (optional), configuring Office Live for Small Business for SBS 2008 (optional), and configuring a VPN (also known as RAS) for external access (optional).
Chapter 10 covers the process of finishing the network protection and routing setup and configuring the protection of the data on the server. We will cover: configuring the firewall ports, configuring and testing backups, and configuring anti-malware.
Chapter 11 covers the tasks required to add and manage users as well as the tasks to add and manage their desktop and notebook computers.
Chapter 12 covers the following areas: email, calendar, and contacts, file management, and remote access to the server, network, and services.
Chapter 13 covers: daily maintenance checks via the built-in reports, maintenance areas, and troubleshooting common problems.
What you need for this book
This book is designed as a hands-on manual when implementing SBS 2008; so you will need an SBS 2008 server and access to the Internet.
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.
Conventions
In this book, you will find a number of styles of text that distinguish between different kinds of information. Here are some examples of these styles, and an explanation of their meaning.
New terms and important words are shown in bold. Words that you see on the screen, in menus or dialog boxes for example, appear in our text like this: "clicking the Next button moves you to the next screen".
Note
Warnings or important notes appear in a box like this.
Tip
Tips and tricks appear like this.
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Questions
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Chapter 1. Introduction
I've always had a passion for computers and solving the problems that they present and create when put into a workplace. I started working with Microsoft's Small Business Products in 2003, leading the technical presentation to journalists of the, then new, Small Business Server (SBS) 2003 product. Since then, I have worked with small business customers and Microsoft partners to ensure high quality Small Business Server implementations.
When SBS 2008 was launched in November 2008 with updated technologies, I had already been working for two years with the SBS 2008 team inside Microsoft and a select group of Microsoft partners to ensure that the quality of delivery for small businesses would continue.
I've installed Microsoft products many, many times, and I've seen many people deploy SBS. Through my own installations and other people's, I've learned some simple guidelines that should lead you to a successful completion of your project to deploy SBS 2008 today.
Today, I still work for Microsoft, although I've moved on since I was the Head of Technology for Small Business. However, small business still has a large place in my heart, so I visit SBS groups around the country, where I listen and offer my experience of seeing people deploy SBS—both 2003 and now 2008.
This book is the culmination of the useful and valuable experience that I've gained, delivered in the easiest way to consume that I could devise without actually being there.
This chapter sets out to ensure you are prepared for your journey into SBS 2008, and then plot the route you will be taking and why.
Who should read this book...and do the work?
This book is for those people who are about to install and use SBS 2008—either migrating from a SBS 2003 server or installing their first SBS 2008 server—and want to know how to set up an SBS 2008 system that works.
If you have no IT experience, I warn you, it will be a tough journey, although not an unachievable one if you are determined. However, a word of advice: if you are the small business owner or an employee and you're concerned about your skills, go and find someone with the "SBSC" blue badge below and get them to explain why they should do some, if not most or all, of the work for you and then you will more confident of success.
SBS 2008 server should be the IT foundation on which your business can survive and thrive. Like all foundations, it needs to be reliable. It should also be serviceable and expandable in the future. You may be able to save money doing all the work and management yourself, but this will, at the least, cost time and in the worst case, wasted money or lost customers. Time is often more precious in a small business than money, which is often pretty tight too, so spending a little bit more at the beginning may well save you a whole lot in the near future if you get it wrong.
Finally, you might think in some parts of this book that I'm teaching my grandmother to suck eggs. Experience has taught me that people sometimes gloss over details and then can't find their mistakes. If you stick with me and use those more familiar sections as revision for what needs doing, you should end up with a problem-free installation.
Why are you installing a server?
To avoid a server installation being a technical decision, it is important to identify your business reasons and then ensure you understand how SBS 2008 will fit in. This might sound obvious, but it's a step people, especially technical people, often miss out.
There are two things that drive the deployment of new IT: first is a wish to do something differently, where SBS 2008 can assist; second is a need to replace old kit that is either not living up to its promises or is getting old and failing.
If your reason is "I want IT to make things better", then you need to work out more precisely what you want to do with your server—otherwise, you're setting yourself up for failure. I will go into what SBS 2008 can deliver for a business in Chapter 2.
How to get the return on your server investment
It's about the money, or, to use the business jargon, the return on investment (ROI). If you invest £5,000 on your IT project, how long will it be before your business sees the incremental benefit of at least £5,000 in return? If you can't answer that question, how will you know that SBS 2008 is giving a benefit to your business? Remember that the return could be as simple as "more sales", or it could be as complex as reducing staff churn and, therefore, the cost of training new team members. It can also be against "the cost of losing business" if the need for IT is critical to continuing and competing in today's more competitive markets.
To help drive out this process, keep asking yourself or your IT consultant why you are doing this. What are the changes and what will be the benefits of those changes? Then, sit down and put a value on each change—and the cost of not making the change. Normally, you'll find that the financial benefits make themselves plain pretty quickly.
The list of whys can also help you to prioritize the order you make changes in. It will also help with your bank manager if you're after a loan to roll out the new technology: bank managers love to know what financial benefits the new technology will be delivering.
Book goals
In writing this book, I wanted you to be able to achieve a simple set of goals:
In the installation and configuration sections, I endeavor to explain why we need to carry out a task and how you will carry it out. Where possible, I also explain what the options are, what might go astray, and in such situations, how you would understand or recover.
This should lead to a system that not only works today, but with good ongoing tender loving care remain reliable through its lifetime.
Because I do believe that every SBS 2008 system should have a business ROI plan behind it, enabling users to make the most of the system is also vital and has a whole chapter devoted purely to it.
Navigation route through book
The book is split into sections that roughly cover the following topics:
While you can dip in and out of the various chapters, if you are performing a clean install then you can skip the migration chapters as shown.
The migration and installation chapters follow the prescribed migration methodology from Microsoft; however, I offer alternative processes to achieve some of the tasks to reduce the manual work and the possibility for mistakes, through the use of scripting.
The configuration chapters will ensure that your SBS 2008 server is functional in the services it can offer and that the security settings and software are correctly installed and configured. Security includes both the blocking of malware and the ability to recover from data loss through the use of backup software.
The user enablement chapters will cover both the management of users and their computers, and the tasks that a user can carry out that will utilize the services of SBS 2008. The user and computer management is something that you will need to implement when you first install SBS 2008, and then again every time you add a new computer or user to your network. This chapter will enable you to do so quickly and securely with minimum of trouble using the wizards and tools provided by SBS 2008. On the other hand, the information in Chapter 12 will need to be imparted to staff to ensure they get the most from the SBS 2008 server.
Finally, but by no means the least, you will need to continue to maintain your server to keep it in perfect running order. There will be tasks that require a daily check and some checks that need to be carried out on a less regular basis. Chapter 13 will give you a reasonable idea of the tasks and more important, what to do as errors arise.
How to ask more questions
I write a blog, which can be found at http://davidoverton.com where I write about all things that interest me in technology and there is also a special forum to ask questions relating to this book at http://davidoverton.com/book. I may not be able to talk to every owner of a small business or installer of SBS 2008 personally, but I'm very happy for you to contact me via the blog, whether it's about SBS 2008 or another Microsoft product. I can't promise that I'll be able to answer your question, but I'll try.
Summary
So, we've reached the end of this chapter. Before turning to the next one, let's go over the three things you need to have got your head around:
The first two aren't really within the scope of this book—your business is up to you, but the rest of the book should help you achieve your business goals using SBS 2008.
Chapter 2. Introduction to SBS 2008
SBS 2008 is a collection of standard Microsoft technologies designed to deliver benefits that larger businesses enjoy at a price point that is desirable for small businesses. There is nothing new in the concept, but the magic in SBS 2008 is that these enterprise technologies have been carefully orchestrated so as to make them manageable by a small business owner or partner through automatic configuration and a set of interfaces that manage the enterprise complexity for you.
SBS 2008
You are able to look to SBS 2008 to deliver the following:
To explain a bit more about how this is done, I will briefly describe the role each component technology has to play in the overall solution.
Each technology provides much more than the short description below.
Windows Server 2008
Windows Server provides much of the infrastructure that is used by SBS 2008. All the networking components that enable PCs to find each other, the server, and the Internet are managed by Windows Server.
All the user information is stored in the Active Directory on Server 2008. This includes their usernames, email details, and security access. Active Directory has the potential to be an extremely complicated tool to manage, but SBS 2008 pre-configures almost all of the settings to ensure the solution matches the business needs. By using Active Directory, you ensure the security of data as access is controlled by a centrally managed user list.
Windows Server 2008 provides the platform for the other technologies mentioned below, so without it, you could not run Exchange 2007 or Windows SharePoint Services. Those core platform technologies also include file and printer management to enable the base level of collaboration and sharing.
Exchange Server 2007
Exchange Server 2007 is the primary information sharing platform, providing email, calendar, and contact functionality across the business. This enables both individual and shared accounts, and securely managed access to each other's calendars and contacts when desired.
This is then presented via Microsoft Outlook as part of Office, via the web interface known as Outlook Web Access or to mobile phones that support the ActiveSync protocol.
Windows SharePoint Services
Windows SharePoint Services provide the information collaboration services outside of email, calendars, and contacts. These are delivered through a web-based portal that can be accessed both internally and externally via the Internet. This portal is secure and searchable, so once a file is shared on the site, provided you have the permission, you can quickly find it.
SharePoint is also a platform for applications and more ISVs are delivering their software to run on top of SharePoint.
A pre-built portal is provided in SBS 2008 called CompanyWeb.
