Configuring the InstallationTo-Do List Part 2


Configuring the InstallationTo-Do List Part 2

Now that the network has been set up, you can continue with the necessary management tasks listed in the second part of the To-Do list. These tasks should be performed in the order listed because some of the steps need information from the previous tasks. The steps to complete the tasks are provided in the next sections.

Adding Printers

Using the Add a Printer Wizard is the same as launching the Add Printer Wizard from the Printers and Faxes window on a Windows 2003 server. The only difference here is where you launch the wizard.

By adding printers at this point in the setup process, the shared printers will be defined when you create users and set up client computers in the next section. Otherwise, this task can be performed at any time after setup is complete.

Adding Users and Computers

The Add Users and Computers task automates much of the work needed to connect a client workstation and create a user account to use it. Follow these steps to set up a user and an associated client workstation:

1.

In the Welcome page, click Next.

2.

Select the appropriate template for the user (User, Mobile User, Power User, or Administrator) and click Next.

3.

In the User Information page, click Add to create new entries in the list.

4.

Enter the information for the user and click OK.

5.

Click Add again to create as many new entries in the list as desired. When finished adding users with this template, click Next.

6.

Click the Set Up Computers Now radio button; then click Next.

7.

In the Client Computer Names page, entries will already exist for the account names created earlier. You can add additional computers at this time, or just click Next to continue.

8.

In the Client Applications page, click Next.

9.

If desired, enable the Install Connection Manager or Install Activesync 3.8 check boxes to select those items for installation. Click Next to continue.

10.

Review the information listed in the last page of the wizard and click Finish.

When the wizard completes, it presents a dialog giving instructions on how to set up the client computers. Click OK to close the dialog box.

Configuring FAX Services

If you have installed the FAX services, you can run the Configure Fax task now to set up FAX services. You need to have a FAX modem connected and installed prior to completing this task. Follow these steps to complete the wizard:

1.

In the Welcome page, click Next.

2.

Enter the company information as it will appear in the various FAX elements. Note that the company name can be no more than 20 characters. Click Next to continue.

3.

Select the device that will be used to send Faxes from the list; then click Next.

4.

Select the device that will be used to receive Faxes from the list. If you have more than one FAX device that will receive Faxes and want each one to have separate routing destinations, click the Set Specific Routing Destinations for Each Device radio button. Otherwise, click the Set Routing Destinations for All Devices radio button, and then click Next.

5.

In the Inbound Fax Routing page, enable the check box next to each routing destination desired.

6.

For each routing destination enabled, click Configure to set the appropriate destination information. Click Next to continue.

7.

In the summary page, review the information for correctness; then click Finish.

Configuring Monitoring

The SBS Monitoring Configuration Wizard does not have to be run at initial setup. If you are not familiar with the Monitoring tools for SBS, you may want to review Chapter 19, "Monitoring and Reporting," before running the wizard. Chapter 19 also covers the Monitoring Configuration Wizard in detail, so that topic will not be covered in this chapter.

Configuring Backup

The key step that must be performed before the Backup Wizard can be run is the proper installation of the backup device drivers. Whether you choose to back up to tape or disk, the server must be able to access the backup media before the Backup Wizard runs correctly.

Chapter 18, "Backing Up SBS," covers SBS backups in depth, both using the SBS backup wizards and using other tools, including third-party solutions. For more information about configuring backup on the SBS server, review that chapter for full information.

Configuring Automatic Updates

Although Automatic Updates is not an item on the To-Do list, you should configure Automatic Updates as part of the installation/configuration process. The Automatic Updates icon appears in the Task Bar so long as it has not been configured. When you click on the icon, the Automatic Updates dialog appears, shown in Figure 4.12.

Figure 4.12. Automatic Updates wants to automatically install updates daily at 3:00 a.m.


If you just click OK in this dialog box, Automatic Updates will be configured with the default options, which is to download updates as they become available and install downloaded updates every day at 3:00 a.m. Instead of clicking OK in this dialog, click on More Options and select the Download Updates for Me, But Let Me Choose When to Install Them radio button in the next dialog box. Then click Apply to close the dialog. This allows you to schedule the installation of the updates after you have had a chance to test the updates on another system.

Best Practice: Do Not Configure Automatic Updates to Automatically Install Updates at a Scheduled Time

As the SBS community learned from the release of Windows 2003 SP1, not all updates are designed for SBS and can cause problems when installed automatically. Several consultants who had updates set to install automatically encountered multiple problems when Windows 2003 SP1 was accidentally made available to servers running SBS 2003 through Automatic Updates. System administrators should install updates manually at a planned time to minimize downtime should any problems be encountered with the update.