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The Windows Small Business Server 2003 installation process takes place in two phases. The first phase installs a slightly modified version of Windows Server 2003, Standard Edition. The second phase occurs after Windows Server 2003 is installed. In this phase, the Windows Small Business Server Setup Wizard installs Active Directory and other server applications.
If you purchased a server with Windows Small Business Server 2003 preinstalled, skip ahead to the “Using the Windows Small Business Server Setup Wizard” section; otherwise, read on.
Text-Mode and Graphical Setup
The installation of the operating system has two major phases of its own: text-mode setup and Graphical User Interface (GUI)–based setup. Text-mode setup begins after booting from the Windows Small Business Server 2003 Disk 1. You select the partition on which to install Windows. Setup then copies a minimal version of Windows to the hard drive and boots into GUI-based setup, which is home to the familiar Windows Setup Wizard. Setup then detects and installs devices, configures the network, and finishes installing files to the computer.
Finally, the computer restarts a second time, booting into Windows Server 2003. After logging on, you then launch the Windows Small Business Server 2003 Setup Wizard to begin the final phase of Windows Small Business Server setup process.
To install Windows Small Business Server on a server that didn’t ship with Windows Small Business Server 2003 preinstalled, you must start by installing the underlying operating system of Windows Small Business Server 2003—a modified version of Window Server 2003, Standard Edition. (This process can be automated, as discussed in Appendix A.)
NTFS System Drive
Windows Small Business Server 2003 requires that the system drive be formatted as the NTFS file system. NTFS is required for Active Directory and Microsoft Exchange Server 2003, among other components. For better security and file management, format all drives with NTFS—there is simply no reason to use FAT or FAT32 anymore.
During Setup, disk quotas are applied. By default, each user can use up to one gigabyte of space. A disk quota is not set for administrators. For information on changing disk quotas, see Chapter 8.
To install the underlying operating system, complete the following steps:
Insert Windows Small Business Server 2003 Disk 1 into the CD-ROM drive of the server and turn on or restart the computer. When prompted, press the Any key (just teasing—press any key you want!) to boot from the CD.
If you can’t boot from the Windows Small Business Server 2003 Disk 1 CD, you need to boot from a Microsoft Windows 98 Startup floppy disk that contains Smartdrv.exe (you might have to add it) and choose the CD-ROM support option. Run Smartdrv.exe so that installation files will copy faster. Insert Windows Small Business Server 2003 Disk 1 and run I386\Winnt.exe to begin the installation. When Setup is started manually this way, all installation files are copied to the hard drive and an additional reboot will occur before the Welcome To Setup screen appears.
To use a hard-drive controller for which Windows Small Business Server 2003 has no built-in support, press F6 when prompted. To use a HAL provided by the server manufacturer, press F5.
When the Welcome To Setup screen (Figure 4-1) appears, press Enter.
Figure 4-1: The beginning of the operating system installation.
Read the licensing agreement and, if you agree, press F8.
On the next screen (Figure 4-2), select a disk partition. If no suitable disk partition for Windows Small Business Server 2003 exists, create one:
To delete a partition, select it using the arrow keys and then press D. Deleting a partition permanently erases all information on that partition.
To create a new partition, select some free space, press C, specify how large to make the partition, and then press Enter.
If the first partition on the disk is under 50 MB in size, it’s probably a utility partition. Leave it alone. The system might not boot or function properly without it.
Figure 4-2: Choosing a disk partition.
Select the partition or free space in which you want to install Windows Small Business Server and then press Enter.
If you selected free space or a new partition, choose a formatting option on the next screen. NTFS Quick Format is the fastest way to format, but NTFS Full Format ensures that any bad sectors are properly marked and also wipes out the information on the disk, which is useful if that disk once contained sensitive data. If the selected partition is already formatted as FAT32, choose to convert the partition to NTFS.
Press Enter after making your formatting choice and if necessary, press C on the next screen to confirm that you want to convert to NTFS. Setup copies files, which will take several minutes, and then reboots the server. (If Setup needs to convert the hard drive partition to NTFS, an additional reboot will be required.) After the reboot, GUI-based Setup runs and the installation continues for several minutes.
When the Regional And Language Options page appears (Figure 4-3), change the regional and language options, if necessary, and then click Next. You can use the Regional And Language Options tool in Control Panel to change regional settings after you install Windows Small Business Server, so you probably don’t need to linger here.
On the Personalize Your Software page, type the name and organization under which the computer should be registered.
On the Your Product Key page, type the product key from the Windows Small Business Server 2003 packaging, and then click Next.
On the Computer Name And Administrator Password page, type the name for the computer in the Computer Name text box.
|More Info|| |
See Chapter 3 for help with naming computers.
Figure 4-3: Specifying regional options.
Type an administrator account password in the Administrator Password text box, and type it again in the Confirm Password text box. Click Next.
|Security Alert|| |
As a best practice for security, use passwords that are at least seven characters long and a mixture of uppercase and lowercase letters, numbers, and special characters. Use acronyms for phrases that are meaningful to you, easy to remember, and unlikely to be meaningful or memorable to anyone else, such as Uk,Ur?Ue! (You know, you are what you eat!)
If Setup detects a modem, use the Dialing Location page to select the country, type the area code of the telephone line, and type any digits needed to get an outside line. Click Next to move on. You can choose additional locations or modify the current location after Setup completes using the Phone And Modem Options tool in Control Panel.
On the Date And Time Settings page, review the date, time, and time zone information; make any necessary corrections, and then click Next. After several minutes, Setup finishes the installation and then reboots. After you log in, the Windows Small Business Server Setup Wizard launches, as discussed in the next section.
The second major phase of the Windows Small Business Server 2003 setup process is the Windows Small Business Server Setup Wizard. During this phase, Active Directory, Exchange Server, and the rest of the server applications are installed. If you purchased a server with Windows Small Business Server 2003 preinstalled, this is the only phase of Setup you’ll see, and it will probably be a few steps shorter than the procedure listed below, so don’t be alarmed.
Copies of Windows Small Business Server 2003 purchased before February 1, 2004 contain a bug on Windows Small Business 2003 CD 3 that causes an error during setup. To resolve the issue, use a newer version of the CD (available free of charge from Microsoft at http://go.microsoft.com/fwlink/?LinkId=21682) or install Windows Server 2003 Hotfix Q832880 from Windows Update after completing setup. See Microsoft Knowledge Base Article 832880 for more information.
Configuring Network Settings
During Setup, all network cards on the server are disabled except the one identified as connecting to your internal network. Settings on the disabled adapters are retained.
During installation, network cards are enabled and configured to use Transmission Control Protocol/Internet Protocol (TCP/IP). As part of installation, you select the network adapter that connects to your local network (also called your private or internal network) and Setup prompts you to supply a static IP address (Setup provides a default value of 192.168.16.2). Several network functions performed by the server require an unchanging TCP/IP address.
The Windows Small Business Server Setup Wizard launches automatically the first time you log into Windows Small Business Server after the underlying operating system is installed. To use this wizard, follow these steps:
Make sure that all network adapters have the correct drivers installed and are functioning properly (but plug in the external Internet-connected network adapter). Also, plug in any UPS devices that you unplugged during the first phase of Setup. When you’re ready, click Next on the first page of the Windows Small Business Server 2003 Setup Wizard (Figure 4-4).
If the requirements for Setup are not met, a Setup Requirements page appears. Review the requirements and, if necessary, take further action to correct.
On the Company Information page, provide the phone, fax, and address for your company or organization and then click Next. Setup uses this information to configure server tools.
On the Internal Domain Information page, optionally change the default DNS and NetBIOS names provided by Setup to the domain name you decided upon in Chapter 3, and then click Next.
Figure 4-4: The Windows Small Business Server Setup Wizard lists what remains to be done.
|Security Alert|| |
To be as secure as possible, your internal domain must be kept isolated from the Internet. Using a top-level domain such as .local or .office that isn’t in use on the Internet is an important way of doing that. (Don’t use .local if you want to allow Mac OS X clients to use the network.)
The NetBIOS name is used for backward compatibility and to create the organization name for Exchange Server.
If there are two or more network adapters in your Windows Small Business Server computer, specify which one connects to the local network and then click Next.
If Setup detects an existing DHCP server on the network, click Yes in the dialog box that appears (see Figure 4-5) to use the Windows Small Business Server DHCP Server service, ensuring the correct setup of DHCP on the network. You should then manually disable the existing DHCP server, which is most likely in a firewall or wireless access point. (See the Under the Hood sidebar, “DHCP,” for more information.)
Figure 4-5: What happens when an existing DHCP server is detected.
On the Local Network Adapter Configuration page, confirm or change the default settings for the internal network adapter card and then click Next.
During the remaining parts of Setup, the computer will reboot several times. To save time logging on, provide your password on the Logon Information page. This saves your password only until Setup is completed.
Follow the screen prompts as the operating system is configured, the system reboots, and components are loaded. This process will take several minutes (see Figure 4-6).
Figure 4-6: The Component Progress page.
The next page is Component Selection (see Figure 4-7). By default all components are selected. Click the arrows to select items not to install and then click Next.
Figure 4-7: The Component Selection page.
The Data Folders page displays components and the folders in which they’ll be placed. To make changes, select the item and click Change Folder. Click Next to continue.
The Component Summary page provides an opportunity to review your choices and modify them.
From this point on, the installation requires no further input except the changing of CDs. Any errors are reported on a Component Messages page. After the final reboot, you see the To Do List. To tackle the chores on the list, go directly to Chapter 6, “Completing the To Do List and Other Post-Installation Tasks.”
Dynamic Host Configuration Protocol (DHCP) is a method of assigning dynamic IP addresses to devices on a network. With dynamic addressing, clients boot up and automatically receive an IP address and other TCP/IP settings such as DNS servers, WINS servers, and the default gateway.
Although you can assign static IP address settings to your client computers rather than use a DHCP service, it’s not a good idea. With DHCP, the network automatically allocates and keeps track of IP addresses, ensuring that there are no conflicts. With static addresses, the administrator becomes the keeper of the list, resulting in more management overhead and room for error. Also, without DHCP you won’t be able to use the network Setup to configure clients running Windows 2000 Professional or Windows XP Professional automatically.
Setup can configure DHCP server settings on devices that support Universal Plug and Play (UPnP), but some devices can’t take advantage of all the settings that Setup can configure.
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