The intent of this wiki entry is to recap all of the recommended resources and to place them in one spot.
For those that are interested in migrating to SBS 2008 chances are that you have an existing SBS 2003 server. There are very documented steps to migrate from SBS 2003 to SBS 2008. Do not be intimidated by these resources. Migration of any active directory
network should be planned and thought out in advance.
Migrating from SBS 2003 to standalone server parts.
If you plan to migrate from SBS 2003 to standalone server parts the process can be done in several ways.
1. Use the SBS 2003 transition pack. The
Transition Pack is a Microsoft product you purchase which provides you with a combination of software and transition licenses that enable you to continue operating the same server installation after the software tool has updated the installation removing
the restrictions of SBS 2003 product. Restrictions to SBS include that the server must hold all the FSMO roles. It must be an Primary Domain Controller. It cannot be a trust with another domain and cannot have "child domains". Once you install the transition
pack these restrictions are removed. It's important to note that the Transition Pack can only be run on SBS 2003 R2 based installation, it requires compliance with service pack and preparation prerequisites which may include uninstalling, disabling or re-installing
many third party applications.
2. Add an additional server to the network as an additional domain controller. You will then need to decommission the SBS server from all Active Directory integration, network service roles and application configuration to continue forward
working with the new domain controller. If you are unsure of the details of how to address this type of transition, the migration resources provided by Jeff Middleton at
www.sbsmigration.com incorporate this basic concept into a fully detailed step-by-step project solution.
Migrating from SBS 2003 to SBS 2008 or SBS 2011 standard
1. Clean install. For some folks that do not know the history of the active directory domain they are migrating from, or that they feel that the size of the users is such that a clean install makes sense for them, a clean install of SBS
2008 or SBS 2011 standard means that you will need to manually unjoin each workstation from the old server and rejoin it to the new server. Before doing so, ensure that you export out to pst files the mailbox contents (using exmerge or export inside of Outlook).
Then once you have joined the workstations back to the new domain you can use file/import to import back in the email into the Exchange. For this process to work, the mailboxes have to be below 2 gigs in size.
2. Migration using Microsoft methodology. The Microsoft migration method has been extensively documented and used by many people. It involves a process of ensuring that the health of the old network is proper and then you fill out an
xml file that will be accessed by the new server once it is installed. Using the proper procedure the new server will initiate a "Join to Domain" installation in communication with the old server during the install process, installing and configuring the
new server in "migration mode". This installation approach preserves the domain in the manner of adding another domain controller and installing the entire SBS 2008 suite of applications including Exchange 2007 as part of an uninterrupted setup sequence.
After setup is completed, you will then need transition all operations from the existing production server to the new SBS 2008. This approach concludes when you decommission the original SBS server from all Active Directory integration, network service roles
and application configuration to continue forward working with the SBS server.
For SBS 2011 the process is similar with the changes in the documentation reflected to due the underlying change of the Exchange 2010.
Resources for this process include Microsoft official resources as well as third party blog sites that have migrated using this method.
3. Additional third party migration resources.
There are two additional sources of documentation to assist you in your migration strategy. The two sources are complementary as one resource provides the guidance of planning for a migration, and the other resource provides a means to perform a SBS 2003
to SBS 2008 migration while providing a fall back process.