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Windows® Small Business Server 2011

Book Description

Your comprehensive, one-volume guide to planning, deployment, and administration.

Get the critical information you need to build and manage a network with Windows Small Business Server 2011. This essential, single-volume reference delivers detailed guidance to the features, capabilities, and components offered in both the Standard and Premium Editions. Gain the real-world insights, workarounds, and troubleshooting tactics you need for on-the-job results.

Discover how to:

  • Plan network infrastructure by evaluating your organization’s business needs

  • Build a fault-tolerant and cost-effective network

  • Use virtualization with Hyper-V virtualization to install and manage your network efficiently

  • Migrate an existing network from Small Business Server 2003 or later

  • Manage file storage, and configure disks for data integrity and redundancy

  • Configure email and SMTP with Microsoft Exchange Server 2010

  • Organize and centralize security administration through Group Policy preferences

  • Set up remote access through the web portal or with a VPN

  • Tune your system to its optimum performance level

  • Table of Contents

    1. Windows® Small Business Server 2011
      1. SPECIAL OFFER: Upgrade this ebook with O’Reilly
      2. A Note Regarding Supplemental Files
      3. Introduction
        1. Conventions
          1. Conventions
          2. What’s in This Book
          3. About the Companion Web Content
          4. How to Access Your Online Edition Hosted by Safari
          5. How to Download the Online Edition to Your Computer
          6. Acknowledgments
          7. Errata
          8. We Want to Hear from You
          9. Stay in Touch
      4. I. Preparation and Planning
        1. 1. Introducing Windows Small Business Server 2011
          1. Windows Small Business Server Editions
          2. What’s New and Improved
            1. SBS Console
            2. Remote Web Access
            3. Installation and Migration
            4. Data Protection
            5. Exchange Server 2010 SP1
            6. SharePoint Foundation Services 2010
          3. Small Business Server 2011 Premium Add-on
          4. Hardware Requirements
          5. Summary
        2. 2. Understanding 64-Bit Windows
          1. Why the Change?
          2. What Are the Advantages?
            1. Memory
            2. Performance
          3. Security
            1. Virtualization
          4. What Are the Challenges?
            1. Drivers
            2. Hardware and Software Considerations
              1. Server-Grade Hardware
              2. 32-Bit Software Compatibility
              3. Legacy Software in 64-Bit Windows
          5. What About Clients?
          6. Summary
        3. 3. Planning Your SBS Network
          1. Planning the Network Infrastructure
            1. Determining Your Needs
            2. Choosing an Internet Connection
              1. Determining Bandwidth Needs
              2. Types of Internet Connections
              3. Choosing ISPs
            3. Choosing a Network Type
              1. Choosing the Right Network Cable
              2. Choosing a Wireless Standard: 802.11a/b/g/n
            4. Choosing Network Devices
              1. Diagramming the Network
              2. Choosing a Network Switch
              3. Choosing Wireless Access Points
              4. Choosing a Firewall Device or Router
            5. Choosing Server Hardware
            6. Choosing Client Hardware and Software
          2. Choosing Naming Conventions
            1. Choosing a Domain Name for the Network
            2. Naming Computers
          3. Planning for Security
            1. Ensuring Physical Security
            2. Securing Client Computers
            3. Securing Wireless Networks
            4. Securing Internet Firewalls
          4. Summary
        4. 4. Planning Fault Tolerance and Avoidance
          1. Mean Time to Failure and Mean Time to Recover
          2. Protecting the Power Supply
            1. Local Power Supply Failure
            2. Voltage Variations
              1. Spikes
              2. Surges
            3. Sags
              1. Brownouts
            4. Short-Term Power Outages
            5. Long-Term Power Outages
          3. Disk Arrays
            1. Hardware vs. Software
            2. RAID Levels for Fault Tolerance
              1. Intended Use
              2. Fault Tolerance
              3. Availability
              4. Performance
              5. Cost
            3. Hot-Swap and Hot-Spare Disk Systems
          4. Redundant Networking
          5. Other Spare Parts
          6. Summary
      5. II. Installation and Setup
        1. 5. Installing Small Business Server 2011
          1. Planning
            1. Planning Partitions
            2. Planning Location and Networking
          2. Preparing the Server
          3. Installation
            1. Installation Process
              1. Installing the Base Operating System
              2. Installing the SBS Portion
            2. Using the SBS Answer File Generator
          4. Summary
        2. 6. Configuring SBS in Hyper-V
          1. Hyper-V Overview
            1. Emulation vs. Hypervisor
            2. Requirements
          2. Installation
            1. Installing on Microsoft Hyper-V Server R2
              1. Initial Configuration
            2. Installing on Full Windows Server 2008 R2
          3. Initial Configuration
            1. Configuring Networks
              1. Setting Network Type
            2. Server Settings
          4. Creating a Virtual Machine
            1. Creating a Basic VM
            2. Machine Settings
              1. Memory and CPU
              2. Disks and Controllers
              3. Network Adapters
              4. COM and Floppy
          5. Working with a Virtual Machine
            1. Starting, Stopping, Saving, Snapshotting
            2. Clipboard
          6. SBS in Hyper-V
            1. Licensing
            2. Configuration
          7. Summary
        3. 7. Migrating to Windows Small Business Server 2011 Standard
          1. The Migration Process
          2. Preparing Your Server
            1. Before You Start
            2. Back Up Your Existing SBS Server
            3. Install Current Updates
            4. Network Configuration
              1. DHCP Reconfiguration
              2. Disable or Remove the Second NIC
            5. Install Router and Firewall
              1. Disable VPNs
            6. Configuring Active Directory
            7. Best Practices Analyzer
            8. Optimize Exchange Mailboxes
            9. Running the Migration Preparation Tool
          3. Creating a Migration Answer File
            1. Administrator Account
            2. Using the SBS Answer File Generator
          4. Installing SBS 2011
          5. Migrating Settings and Data
            1. Using the Migration Wizard
              1. Starting the Migration Wizard
              2. Configure the Network
              3. Configure the Internet Address
              4. Migrate Network Settings
              5. Migrate Exchange Mailboxes and Settings
              6. Remove Legacy Group Policies and Logon Settings
              7. Migrate Users’ Shared Data
              8. Migrating Companyweb
              9. Migrating Fax Data
              10. Migrating Users and Groups
              11. Finish the Migration
            2. Re-Enabling Folder Redirection
          6. Final Thoughts
          7. Summary
        4. 8. Completing the Getting Started Tasks
          1. Finish the Installation
          2. Connect to the Internet
          3. Customer Feedback Options
          4. Set Up Your Internet Address
            1. Registering a New Domain Name
            2. Using an Existing Domain Name
            3. Managing Your Domain Name
            4. Configure Email
            5. Add a Trusted Certificate
              1. Purchasing a Certificate
              2. Using an Existing Certificate
                1. Exporting a Trusted Certificate
                2. Importing a Trusted Certificate
          5. Protect Your Data
          6. Add Users, Computers, and Devices
          7. Network Essentials Summary
          8. Summary
      6. III. Performing the Basic Tasks
        1. 9. Managing Users and Groups
          1. Understanding Groups
          2. Creating Groups
            1. Setting Up a Distribution Group
            2. Creating a Security Group
          3. Working with Groups
            1. Built-In Universal Groups
            2. Built-In Domain Local Groups
            3. Built-In Global Groups
          4. Managing User Roles
            1. The Standard User Role
            2. The Standard User with Administration Links
            3. Network Administrator Role
            4. Creating a New User Role
          5. Adding a New User Account
          6. Adding Multiple User Accounts
          7. Giving Users Access to Computers
          8. Summary
        2. 10. Shares and Permissions
          1. Share Permissions vs. File Permissions
            1. Share Permissions
            2. File Permissions
          2. NTFS Permissions
            1. What Permissions Mean
            2. How Permissions Work
            3. Considering Inheritance
          3. Adding a Shared Folder
            1. Removing a Shared Folder
            2. Changing Share Permissions
          4. Special Shares
            1. Ownership and How It Works
              1. Taking Ownership of an Object
              2. Transferring Ownership
          5. Effective Permissions
            1. Factors Considered in Determining Effective Permissions
          6. Defining User Rights
          7. Managing Default User Rights Assignments
          8. Summary
        3. 11. Disk Management
          1. The Search for Disaster Protection
          2. Choosing the Storage Solution for Your Network
            1. Storage Connection Technologies
          3. Managing Disks
          4. Partitions and Volumes
            1. Adding a Partition or Volume
              1. Adding a New Disk Using the Initialize Disk Wizard
              2. Creating a Simple Volume or Partition
              3. Creating a RAID-5 or RAID-1 (Mirror) Volume
              4. Deleting a Partition or Volume
            2. Extending or Shrinking a Volume
              1. Shrinking a Volume
              2. Extending a Volume
            3. Adding a Mirror
            4. Drive Failure in a Mirrored Volume
            5. Breaking a Mirror
            6. RAID-5 Volumes
            7. Mounting a Virtual Hard Disk
            8. Mounting a Volume
          5. Summary
        4. 12. Storage Management
          1. Distributed File System
            1. DFS Terminology
            2. Namespace Type
            3. Namespace Server Requirements
            4. Namespace Client Requirements
            5. DFS Replication
            6. File Replication Service
            7. Replication Topologies
            8. Installing DFS Management
            9. Creating or Opening a Namespace Root
              1. Creating a Namespace from a Command Prompt
            10. Adding Namespace Servers
            11. Adding DFS Folders
            12. Changing Advanced Settings
              1. Changing Namespace Referral Settings
              2. Overriding Referral Settings on Individual Folders
              3. Delegating Management Permissions
              4. Changing Namespace Polling Settings
            13. Backing Up and Restoring the DFS Folder Targets
            14. Using DFS Replication
              1. Creating a Replication Group
              2. Replicating a DFS Folder
              3. Creating a Branch Office Replication Group
              4. Creating a Multipurpose Replication Group
              5. Managing Replication Groups
          2. Using File Server Resource Manager
            1. Scheduling Storage Reports
            2. Using Directory Quotas
              1. Directory Quota Types
            3. Creating Quotas and Auto Quotas
            4. Viewing and Managing Quotas
            5. Creating and Editing Quota Templates
            6. Screening Files
              1. Creating File Screens
              2. Creating Exceptions
              3. Creating and Editing File Screen Templates
              4. Working with File Groups
          3. Summary
        5. 13. Installing and Managing Printers
          1. Understanding Print Servers
          2. Selecting Printers
          3. Planning Printer Placement
            1. Naming Printers
            2. Naming Printer Locations
          4. Installing Printers
            1. Adding and Sharing a Network Printer
              1. Showing a Shared Printer in Windows SBS Console
            2. Sharing Locally Connected Printers
              1. Sharing a Printer Connected to a Windows Vista Computer
              2. Sharing a Printer Connected to a Windows XP Computer
              3. Sharing a Printer Connected to a Windows 7 Computer
          5. Adding Client Drivers for Shared Printers
            1. Managing Printers from Windows SBS
            2. Managing Printers from the Command Line
          6. Setting Security Options
            1. Determining Printer Availability
            2. Group Priorities and Printer Availability
              1. Creating a Logical Printer
              2. Configuring Usage of the Logical Printer
              3. Viewing the Logical Printer in the SBS Console
          7. Setting Up a Printer Pool
          8. Configuring Print Spooling
          9. Using the Fax Service
            1. Adding a Fax Modem
            2. Starting and Configuring the Fax Service
            3. Managing Fax Users and Administrators
          10. Summary
        6. 14. Managing Computers on the Network
          1. Connecting Computers to the Network
            1. Creating Computer Accounts
            2. Establishing Basic Network Connectivity
              1. Configuring Windows 7, Windows Vista, and Windows Server 2008 to Use DHCP
              2. Configuring Windows XP and Windows Server 2003 to Use DHCP
            3. Using the Small Business Server Connect Computer Wizard
            4. Connecting Alternate Clients
              1. Manually Connecting Clients
              2. Connecting Mac OS X Clients
              3. Using Remote Desktop
          2. Using Remote Web Access
            1. Connecting to RWA
          3. Managing Computers
            1. Viewing and Modifying Client Computer Settings
            2. Remotely Managing Computers
              1. Offering Remote Assistance
              2. Connect Remotely
            3. Removing Computers from the Network
          4. Summary
        7. 15. Managing Software Updates
          1. Why Patching Is Important
          2. The Patching Cycle
            1. Assess
              1. SBS Version
            2. Identify
              1. SBS Version
            3. Evaluate and Plan
              1. SBS Version
            4. Deploy
              1. SBS Version
            5. Repeat
          3. Using SBS Software Updates
            1. Configuring Software Update Settings
              1. Changing the Update Level
              2. Changing the Update Schedule
              3. Excluding Computers from Automatic Updates
              4. Modifying the Update Group
            2. Deploying Updates
              1. Viewing Update Deployment Reports
              2. Synchronization
          4. Third-Party Solutions
          5. Summary
        8. 16. Configuring Backup
          1. Configuring the Backup Service
            1. Windows Server Backup Using SBS Wizards
              1. Changing the Backup Configuration
                1. Modifying Backup Destinations
                2. Changing Items to Be Backed Up
                3. Modifying the Backup Schedule
                4. View Backup History
            2. Windows Server Backup Using Native Tools
              1. Create a Backup Schedule
              2. Changing the Backup Configuration
          2. Using the Backup Once Wizard
          3. Recovering Backups
            1. Recovering Your Server
            2. Recovering Volumes
            3. Recovering Files and Folders from the Local Server
            4. Recovering Files and Folders from Another Server
            5. Recovering Applications and Data
            6. Recovering the Operating System
            7. Restoring a Backup Catalog
          4. Using the Command Line to Manage Backups
            1. Using the Windows.Serverbackup PowerShell Snap-in
            2. Using the Wbadmin Command
              1. Wbadmin Enable Backup
              2. Wbadmin disable backup
              3. Wbadmin start backup
              4. Wbadmin stop job
              5. Wbadmin start recovery
              6. Wbadmin start systemstatebackup
              7. Wbadmin start systemstaterecovery
              8. Wbadmin start sysrecovery
              9. Windows Recovery Environment
              10. Wbadmin get versions
              11. Wbadmin get status
          5. Windows Storage Server 2008 R2 Essentials
            1. Configuring Windows Storage Server 2008 R2 Essentials for an SBS Network
              1. Connecting Windows Storage Server Essentials to the SBS Domain
              2. Connecting to Windows Storage Server 2008 R2 Essentials
              3. The Windows Storage Server 2008 R2 Essentials Launchpad
          6. Summary
      7. IV. Performing Advanced Tasks
        1. 17. Windows SBS Console vs. Server Manager
          1. Adding (and Removing) Roles and Features
            1. Roles, Role Services, and Features
            2. Adding and Removing Roles
              1. Add a Role
              2. Removing a Role
            3. Adding and Removing Role Services
              1. Adding a Role Service
              2. Removing a Role Service
            4. Adding and Removing Features
            5. Adding Features
              1. Removing Features
          2. Using the Native Consoles
            1. Using the Advanced Mode of the Windows SBS Console
            2. Using Server Manager
            3. Directly Opening Native Consoles
          3. Summary
        2. 18. Configuring and Managing Email
          1. Basic Email Configuration
            1. Configuring Internet Mail
              1. Enabling a Smart Host
              2. Enabling DNS Email Sending
          2. POP3 Email
            1. Adding a POP3 Account
            2. Setting POP3 Retrieval Frequency
          3. Advanced Email Configuration
            1. Using Contacts
              1. Mail-Enabling Existing Contacts
              2. Adding a New Mail-Enabled Contact
            2. Adding an Additional Email Domain Name
            3. Changing the Maximum Message Size
          4. Summary
        3. 19. Managing Local Connectivity
          1. DHCP and DNS
            1. Managing DHCP
              1. Viewing Current DHCP Address Leases
              2. Creating Exclusions in DHCP
              3. Adding a DHCP Reservation
              4. Setting DHCP Options
              5. Enabling DNS Updates
            2. Managing DNS
              1. Adding a DNS Record
              2. DNS Forwarding
          2. Wireless Connectivity
          3. Windows Firewall
            1. Setting Firewall Policies Using Group Policy
            2. Firewall Rule Basics
              1. Rule Definitions
              2. Creating a Firewall Policy
          4. Fixing Network Problems
          5. Summary
        4. 20. Managing Remote Access
          1. Remote Web Access
            1. Configuring the RWA Computer List
            2. Enabling or Disabling a User for RWA
            3. RWA Links List
          2. Virtual Private Networks
            1. Enabling VPNs
            2. Configure VPN Permissions
          3. Fixing Network Problems
          4. Summary
        5. 21. Using Group Policy
          1. Components of Group Policy
          2. Group Policy Objects
          3. Managing Group Policies
            1. Order of Inheritance
              1. Overriding Inheritance
              2. Enforcing a GPO Link in the GPMC
              3. Setting Block Inheritance
            2. Order of Implementation
          4. Creating a Group Policy Object
          5. Deleting a Group Policy Object
          6. Managing Group Policy Links
            1. Setting the Scope of the GPO
            2. Enabling and Disabling GPO Links
            3. Disabling a Branch of a GPO
          7. Refreshing Group Policy
          8. Backing Up a Group Policy Object
          9. Restoring a Group Policy Object
          10. Deploying Applications with Group Policy
            1. Publish or Assign Applications
            2. Creating a Software Distribution Point
            3. Creating a GPO for Software Deployment
            4. Configuring the Group Policy Software Installation Extension
              1. Setting Software Installation Options
              2. Adding a Software Package to a Group Policy
          11. Group Policy Preferences
            1. Using Group Policy Preferences for Windows
              1. Drive Maps
              2. Files
            2. Configuring Common Options
            3. Using Group Policy Preferences for Control Panel
              1. Devices
          12. Using Group Policy Results
          13. Summary
        6. 22. Managing Reports
          1. Network Reports
            1. Customizing the Summary Report
            2. Customizing the Detailed Network Report
            3. Creating a New Report
          2. Configuring Alerts
            1. Alerts for Services
            2. Performance Counter Alert
            3. Event Log Error Alerts
          3. Creating Custom Alerts
            1. Creating an Alert for a Stopped Service
              1. Acquire a GUID
              2. Find Event Information
              3. Create and Save an .xml File
            2. Custom Alert for Backup Failure
              1. Create a New GUID
          4. Summary
        7. 23. Customizing a SharePoint Site
          1. Introducing SharePoint Foundation 2010
            1. Understanding SharePoint Items
            2. Understanding SharePoint Roles
          2. Customizing Companyweb
            1. Adding a Workspace
            2. Adding RemoteApps Links
              1. Add the RD Web Access Role Service
              2. Configure RD Web Access
              3. Register the Web Part as Safe
              4. Create a Folder to Store the Web Part
              5. Add the Web Part to Companyweb
          3. Summary
      8. V. Premium Edition Features
        1. 24. Installing the Second Server
          1. Minimum System Requirements
          2. Installation and Initial Configuration
            1. Installation
            2. Initial Configuration
              1. Install Hardware Drivers
              2. Setting the Time Zone
              3. Configuring Networking
              4. Setting the Computer Name and Domain
              5. Enable Updates and Feedback
              6. Getting Updates
            3. Customizing the Server
              1. Adding the Windows Server Backup Features
              2. Remote Desktop
              3. Configure Windows Firewall
          3. Closing the Initial Configuration Tasks Wizard
          4. Summary
        2. 25. Installing Microsoft SQL Server 2008 R2 Standard Edition for Small Business
          1. Installation Options
            1. Installation Restrictions
          2. Installing SQL Server (Part One)
            1. Planning
              1. Hardware and Software Requirements
              2. Security Documentation
              3. Online Release Notes
              4. System Configuration Checker
              5. Install Upgrade Advisor
              6. Online Installation Help
              7. How to Get Started with SQL Server 2008 R2 Failover Clustering
              8. How to Get Started with a PowerPivot for SharePoint Standalone Server Installation
              9. Upgrade Documentation
            2. Installation
              1. New SQL Server Stand-Alone Installation or Add Features to an Existing Installation
              2. New SQL Server Failover Cluster Installation
              3. Add Node To A SQL Server Failover Cluster
              4. Upgrade from SQL Server 2000, SQL Server 2005 Or SQL Server 2008
              5. Search for Product Updates
            3. Maintenance
              1. Edition Upgrade
              2. Repair
              3. Remove Node From A SQL Server Failover Cluster
            4. Tools
              1. System Configuration Checker
              2. Installed SQL Server Features Discovery Report
              3. Upgrade Integration Services Packages
            5. Resources
            6. Advanced
              1. Install Based On Configuration File
              2. Advanced Cluster Preparation
              3. Advanced Cluster Completion
              4. Image Preparation Of A Standalone Instance Of SQL Server
              5. Image Completion Of A Standalone Instance Of SQL Server
            7. Options
          3. Installing SQL Server (Part Two)
          4. Summary
        3. 26. Adding a Terminal Server
          1. New Remote Desktop Services Features
            1. RD Gateway
            2. RemoteApps
            3. RD Web Access
          2. Concepts
            1. Remote Access
            2. Central Management
            3. Licensing
          3. Installing the Remote Desktop Services Role
          4. Configuring RD Licensing
            1. Installing Remote Desktop Licensing
            2. Assigning the Licensing Server and Licensing Mode
          5. Configuring RemoteApps
            1. RemoteApp Manager
            2. Deploying with .rdp and .msi files
          6. Adding a RemoteApp to Remote Web Workplace
          7. Summary
      9. VI. Maintenance and Troubleshooting
        1. 27. Performance Monitoring
          1. Resource Monitor Overview
            1. Filtering Information from Resource Monitor
            2. Troubleshooting Troublesome Applications
          2. Using Performance Monitor
            1. Adding Performance Counters
            2. Changing the Performance Monitor Display
            3. Saving the Performance Monitor Display
          3. Using Reliability Monitor
            1. Viewing Reliability Monitor on a Remote Computer
          4. Creating a Data Collector Set
            1. Building a Data Collector Set from a Template
              1. Building a Data Collector Set from a Template
              2. Importing Templates
              3. Exporting Templates
              4. Creating a Data Collector Set from Performance Monitor
              5. Constructing a Data Collector Set Manually
              6. Creating a Data Collector Set to Monitor Performance Counters
              7. Scheduling Data Collection
          5. Managing Collected Data
            1. Working with Data Log Files
          6. Viewing Reports
          7. Summary
        2. 28. Disaster Planning
          1. Planning for Disaster
            1. Identifying the Risks
            2. Identifying the Resources
            3. Developing the Responses
              1. Standard Operating Procedures
              2. Standard Escalation Procedures
            4. Testing the Responses
            5. Iterating
          2. Preparing for a Disaster
            1. Setting Up A Fault-Tolerant System
            2. Backups
          3. Restoring from Backup
          4. Virtualization and Disaster Planning
            1. No USB Support
            2. Hardware Independence
          5. Summary
      10. VII. Appendices
        1. A. Introduction to Networks
          1. Servers
          2. Clients
          3. Media Connecting Servers and Clients
          4. Features of the Windows Operating System
          5. Domains and Workgroups
            1. Do Workgroups Work?
            2. Defining Domains
              1. Additional Users
              2. Access Control
            3. Domain Components
              1. Domain Controller
              2. Member Servers
              3. Workstations or Clients
        2. B. Automating Installation
        3. C. Additional Resources
          1. Microsoft Resources
          2. Other Resources for SBS Users and Consultants
      11. Index
      12. About the Authors
      13. SPECIAL OFFER: Upgrade this ebook with O’Reilly