Windows Server Migration
Migration vs. In-Place Upgrade
• Migration moves configurations and data
   – Sources an existing server
   – Targets a computer with a clean installation of an Operating
     System
• In-place Upgrade replaces the Operating System on an
  existing computer
   – Configurations and data are carried forward
   – Just the OS is replaced
Benefits of Migration
• Provides a transition path from:
   – x86 to x64 OS (WS08R2 is x64 only)
   – Physical to virtual (and vice versa)
   – Full server to server core (and vice versa)
• Clean operating system installs exhibit more stability
• Reduces risk and downtime
   – OS installation and most migration tasks are performed while the source server is
     still live
   – Allows migration verification and performance benchmarking prior to bringing the
     target server “online”
   – Source server remains available if migration fails
Migration Guidelines
• End-to-end instructions for all phases:
    –   Preparation
    –   Migration
    –   Validation
    –   Rollback
    –   Post migration steps (finalize, retire source server)
• Focused on minimizing downtime and changes to the source server
• Utilize both new and existing tools
Migration Process Overview
                                     TechNet Migration Portal                Migration Guidelines
                    Discover                                      Prepare




                                               Temp Storage
                         Export                                    Import
Source Server           Settings                                  Settings
                                                                                 Destination Server


                                                        Transfer
                                                      Configuration
          Export-SmigServerSetting                    and Shares               Import-SmigServerSetting
           Send-SmigServerData                                                 Receive-SmigServerData
Migration Server Setup
Destination Server Setup
                         Windows Server 2008 R2
    Step 1              Step 2              Step 3
•   Add the Windows    Generate             Use SmigDeploy
    Server Migration   Windows Server       with appropriate
    Tools Feature
                       Migration Tools      switches
                       deployment
                       folder for
                       appropriate
                       source OS

       Use SmigDeploy.exe located at %Windir%System32ServerMigrationTools
       SmigDeploy.exe /package /architecture X86 /os WS03 /path <deployment folder path>
       SmigDeploy.exe /package /architecture amd64 /os WS03 /path <deployment folder path>
       SmigDeploy.exe /package /architecture X86 /os WS08 /path <deployment folder path>
       SmigDeploy.exe /package /architecture amd64 /os WS08 /path <deployment folder path>
Source Server Setup
                         Windows Server 2003 SP2 / R2
    Step 1                Step 2                   Step 3            Step 4
•   Ensure sufficient     Install prerequisites:   Copy the          Register the
    disk space for the      Microsoft .NET         Windows Server    Windows Server
    Windows Server          Framework 2.0 or
    Migration Tools                                Migration Tools   Deployment Tools
                            higher                 deployment
    deployment
    folder (~25MB)          Windows                folder locally
                            PowerShell 1.0 or
                            higher


        Navigate to the location where you copied the Windows Server Migration Tools deployment folder
        SMT_ws03_amd64 or similar
        Run .SmigDeploy.exe
Source Server Setup
                           Windows Server 2008 Full
    Step 1               Step 2               Step 3               Step 4
•   Ensure sufficient    Install             Copy the             Register the
    disk space for the   prerequisites:      Windows Server       Windows Server
    Windows Server
    Migration Tools        Windows           Migration Tools      Deployment Tools
    deployment             PowerShell 1.0    deployment
    folder (~23MB)         or higher         folder locally



        Open an elevated command prompt
        Navigate to the location where you copied the Windows Server Migration Tools deployment folder
        SMT_ws08_X86 or similar
        Run .SmigDeploy.exe
File Server Migration
File Server Migration
                                             Pre-Migration
    Step 1                   Step 2                 Step 3                Step 4
•   On the Source:           Inventory files,       On the Destination:   Notify users and
    – Back up full server    settings, DFS           Install OS and       ask them to stop
      or system state        namespaces and          migration tools      using the server
    – If you are migrating   replication settings
      DFS, back up ADDS                              Join domain          Proceed to
                             to be migrated
                                                     Install the same     migration
                             Determine the File      File Services
                             Services installed
File Server Migration


Step 1                 Step 2                 Step 3                  Step 4
On the Source:        Migrate local           Migrate server         On the
 Freeze               Users and Groups        identity               Destination:
 administrative       Migrate the data        Optional –              Configure DFS
 changes              from source to          Migrate IP              replication
 Export settings      destination             address                 Import settings
                      servers twice*


*On the Destination server run:
     Receive-SmigServerData
On the Source server run:
     Send-SmigServerData -ComputerName <DestinationServer> -SourcePath d:users -DestinationPath
     d:sharesusers -Recurse -Include All -Force
File Server Migration
                                           Post-Migration

    Step 1                   Step 2           Step 3         Step 4
•   Verify the migration   Troubleshoot       Roll back      Retire Source
                            migration if      migration if   Server if
                            necessary         necessary      migration
                                                             successful
DHCP Migration
DHCP Migration
                                          Pre-Migration

    Step 1            Step 2                    Step 3                Step 4
                      On the Source:            On the Destination:   Proceed to
•   Verify that the
                       Back up                   Install OS and       Migration
    number of NICs
                       Install the migration     migration tools
    match on the       tools
    source and         Register the migration
                                                 Join domain
    destination        tools                     Optional – install
    servers            Stop the DHCP service     DHCP and stop the
                                                 service
DHCP Migration
                                             Migration

    Step 1                Step 2              Step 3               Step 4
•   On the Source:        On the              On the               Authorize the
    – Use Export-         Destination:        Destination:         DHCP server
      SmigServerSetting
      cmdlet               Use Import-         Set the DHCP
    – Unauthorize DHCP     SmigServerSetti     server service to
                           ng cmdlet           start
                                               automatically
                                               Start the service
DHCP Migration
                                            Post-Migration

    Step 1                   Step 2            Step 3
•   Troubleshoot             Roll back         Retire Source
    migration if necessary
                             migration if      Server if
                             necessary         migration
                                               successful
Print Server Migration
Print Server Migration


Pre-Migration            Migration                     Post-Migration
Access migration tools   Back up printer settings      Verify the migration
Prepare source server    on source server               If
                         Restore printer settings to    problems, troubleshoot
                         the destination server         migration
                         Migrate server identity        Roll back migration
                                                        If successful, retire
                                                        source server

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IT Camp - Server Migration Overview

  • 2. Migration vs. In-Place Upgrade • Migration moves configurations and data – Sources an existing server – Targets a computer with a clean installation of an Operating System • In-place Upgrade replaces the Operating System on an existing computer – Configurations and data are carried forward – Just the OS is replaced
  • 3. Benefits of Migration • Provides a transition path from: – x86 to x64 OS (WS08R2 is x64 only) – Physical to virtual (and vice versa) – Full server to server core (and vice versa) • Clean operating system installs exhibit more stability • Reduces risk and downtime – OS installation and most migration tasks are performed while the source server is still live – Allows migration verification and performance benchmarking prior to bringing the target server “online” – Source server remains available if migration fails
  • 4. Migration Guidelines • End-to-end instructions for all phases: – Preparation – Migration – Validation – Rollback – Post migration steps (finalize, retire source server) • Focused on minimizing downtime and changes to the source server • Utilize both new and existing tools
  • 5. Migration Process Overview TechNet Migration Portal Migration Guidelines Discover Prepare Temp Storage Export Import Source Server Settings Settings Destination Server Transfer Configuration Export-SmigServerSetting and Shares Import-SmigServerSetting Send-SmigServerData Receive-SmigServerData
  • 7. Destination Server Setup Windows Server 2008 R2 Step 1 Step 2 Step 3 • Add the Windows Generate Use SmigDeploy Server Migration Windows Server with appropriate Tools Feature Migration Tools switches deployment folder for appropriate source OS Use SmigDeploy.exe located at %Windir%System32ServerMigrationTools SmigDeploy.exe /package /architecture X86 /os WS03 /path <deployment folder path> SmigDeploy.exe /package /architecture amd64 /os WS03 /path <deployment folder path> SmigDeploy.exe /package /architecture X86 /os WS08 /path <deployment folder path> SmigDeploy.exe /package /architecture amd64 /os WS08 /path <deployment folder path>
  • 8. Source Server Setup Windows Server 2003 SP2 / R2 Step 1 Step 2 Step 3 Step 4 • Ensure sufficient Install prerequisites: Copy the Register the disk space for the Microsoft .NET Windows Server Windows Server Windows Server Framework 2.0 or Migration Tools Migration Tools Deployment Tools higher deployment deployment folder (~25MB) Windows folder locally PowerShell 1.0 or higher Navigate to the location where you copied the Windows Server Migration Tools deployment folder SMT_ws03_amd64 or similar Run .SmigDeploy.exe
  • 9. Source Server Setup Windows Server 2008 Full Step 1 Step 2 Step 3 Step 4 • Ensure sufficient Install Copy the Register the disk space for the prerequisites: Windows Server Windows Server Windows Server Migration Tools Windows Migration Tools Deployment Tools deployment PowerShell 1.0 deployment folder (~23MB) or higher folder locally Open an elevated command prompt Navigate to the location where you copied the Windows Server Migration Tools deployment folder SMT_ws08_X86 or similar Run .SmigDeploy.exe
  • 11. File Server Migration Pre-Migration Step 1 Step 2 Step 3 Step 4 • On the Source: Inventory files, On the Destination: Notify users and – Back up full server settings, DFS Install OS and ask them to stop or system state namespaces and migration tools using the server – If you are migrating replication settings DFS, back up ADDS Join domain Proceed to to be migrated Install the same migration Determine the File File Services Services installed
  • 12. File Server Migration Step 1 Step 2 Step 3 Step 4 On the Source: Migrate local Migrate server On the Freeze Users and Groups identity Destination: administrative Migrate the data Optional – Configure DFS changes from source to Migrate IP replication Export settings destination address Import settings servers twice* *On the Destination server run: Receive-SmigServerData On the Source server run: Send-SmigServerData -ComputerName <DestinationServer> -SourcePath d:users -DestinationPath d:sharesusers -Recurse -Include All -Force
  • 13. File Server Migration Post-Migration Step 1 Step 2 Step 3 Step 4 • Verify the migration Troubleshoot Roll back Retire Source migration if migration if Server if necessary necessary migration successful
  • 15. DHCP Migration Pre-Migration Step 1 Step 2 Step 3 Step 4 On the Source: On the Destination: Proceed to • Verify that the Back up Install OS and Migration number of NICs Install the migration migration tools match on the tools source and Register the migration Join domain destination tools Optional – install servers Stop the DHCP service DHCP and stop the service
  • 16. DHCP Migration Migration Step 1 Step 2 Step 3 Step 4 • On the Source: On the On the Authorize the – Use Export- Destination: Destination: DHCP server SmigServerSetting cmdlet Use Import- Set the DHCP – Unauthorize DHCP SmigServerSetti server service to ng cmdlet start automatically Start the service
  • 17. DHCP Migration Post-Migration Step 1 Step 2 Step 3 • Troubleshoot Roll back Retire Source migration if necessary migration if Server if necessary migration successful
  • 19. Print Server Migration Pre-Migration Migration Post-Migration Access migration tools Back up printer settings Verify the migration Prepare source server on source server If Restore printer settings to problems, troubleshoot the destination server migration Migrate server identity Roll back migration If successful, retire source server