Installing and Configuring Servers
Installing and Configuring Servers
servers
⚫Installing new Windows servers on your
network is not something to be done casually,
you must plan the installation well in advance.
⚫You must decide what edition of the operating
system to install, whether you are installing
the full GUI or the Server Core option, what
your virtualization strategy will be, if any, and
what roles you intend to implement on the
server.
⚫If you are installing Windows Server 2012 for
the first time, you might also have to decide
whether to add the server to your production
network or install it on a test network.
Planning for a server installation
⚫In previous versions of Windows Server,
installation planning could become a complex task.
⚫You had to decide from the outset what edition of
the operating system to install, whether to install
the 32-bit or 64-bit version, and whether you
should perform a Server Core installation or use
the full graphical user interface (GUI).
⚫All of these decisions affected the server hardware
requirements, and all of them were irreversible. To
change the edition, the platform, or the interface,
you have to reinstall the server from scratch.
Planning for a server installation
⚫ With Windows Server 2012, the options are reduced
substantially, and so are the installation decisions. There
is no 32-bit version of Windows Server 2012; only a 64-bit
operating system is available, reflecting the fact that
most major applications are now 64-bit and that modern
server configurations are typically supported on
hardware that requires 64 bits.
⚫ There are now only four Windows Server 2012 editions
to choose from, down from six in Windows Server 2008
R2.
⚫ The Server Core and full GUI installation options still
remain, along with a third option, called the Minimal
Server Interface. However, it is now possible to switch
among these options without having to reinstall the
operating system.
Selecting a Windows Server 2012 edition
⚫ Microsoft releases all of its operating systems in multiple
editions, which provides consumers with varying price points
and feature sets. When planning a server deployment, the
operating system edition you choose should be based on
multiple factors, including the following:
⚫ The roles you intend the servers to perform
⚫ The virtualization strategy you intent to implement
⚫ The licensing strategy you plan to use
⚫ Compared with Windows Server 2008, Microsoft has
simplified the process of selecting a server edition by
reducing the available products. As with Windows Server
2008 R2, Windows Server 2012 requires a 64-bit processor
architecture. All of the 32-bit versions have been eliminated,
and for the first time since the Windows NT Server 4.0
release, there will be no build supporting Itanium processors.
Selecting a Windows Server 2012 edition
⚫Windows Server 2012 Datacenter -The
Datacenter edition is designed for large and
powerful servers with up to 64 processors and
fault-tolerance features such as hot add
processor support. As a result, this edition is
available only through the Microsoft volume
licensing program and from original equipment
manufacturers (OEMs), bundled with a server.
⚫Windows Server 2012 Standard - The
Standard edition includes the full set of Windows
Server 2008 features, differing from the
Datacenter edition only in the number of virtual
machine (VM) instances permitted by the license.
Selecting a Windows Server 2012 edition
⚫Windows Server 2012 Essentials - The
Essentials edition includes nearly all of the features
in the Standard and Datacenter editions, except for
Server Core, Hyper-V, and Active Directory
Federation Services. The edition is limited to one
physical or virtual server instance and a maximum
of 25 users.
⚫Windows Server 2012 Foundation - A reduced
version of the operating system designed for small
businesses that require only basic server features
such as file and print services and application
support. The edition includes no virtualization
rights and is limited to 15 users.
Supporting server roles
⚫Windows Server 2012 includes predefined
combinations of services called roles that
implement common server functions.
⚫Computers running the Windows Server 2012
operating system can perform a wide variety of
tasks, using both the software included with the
product and third-party applications.
⚫The activities Windows Server 2012 performs for
network clients are known as roles.
⚫After you install the Windows Server 2012
operating system, you can use Server Manager or
Windows PowerShell to assign one or more roles to
that computer.
Supporting server roles
⚫Some of the Windows Server 2012 editions
include all of these roles, whereas others include
only some of them.
⚫Selecting the appropriate edition of Windows
Server has always been a matter of anticipating
the roles that the computer must perform.
⚫At one time, this was a relatively simple process.
You planned your server deployments by deciding
which ones would be domain controllers, which
ones would be web servers, and so forth. Once
you made these decisions, you were done,
because server roles were largely static.
Supporting server roles
⚫With the increased focus on virtualization in
Windows Server 2012, however, more
administrators will be forced to consider not only
what roles a server must perform at the time of the
deployment, but what roles they will perform in the
future as well.
⚫Using virtualized servers, you can modify your
network’s server strategy at will, to accommodate
changing workloads and business requirements, or
to adapt to unforeseen circumstances.
⚫Therefore, the process of anticipating the roles a
server will perform must account for the potential
expansion of your business, as well as possible
emergency needs.
Supporting server virtualization
⚫The Windows Server 2012 Datacenter and Standard
editions both include support for Hyper-V, but they vary
in the number of VMs permitted by their licenses.
⚫Each running instance of the Windows Server 2012
operating system is classified as being in a physical
operating system environment (POSE) or a virtual
operating system environment (VOSE).
⚫When you purchase a Windows Server 2012 license,
you can perform a POSE installation of the operating
system, as always. After installing the Hyper-V role, you
can then create VMs and perform VOSE installations on
them. The number of VOSE installations permitted by
your license depends on the edition you purchased
Physical and virtual instances supported by
Windows Server 2012 editions
⚫ Once you delete the source files for a feature from the
WinSxS folder, they are not irretrievably gone. If you
attempt to enable that feature again, the system will
download it from Windows Update or, alternatively, retrieve
it from an image file you specify using the –Source flag with
the Install-WindowsFeature cmdlet. This enables you to
retrieve the required files from a removable disk or from an
image file on the local network. Administrators can also use
Group Policy to specify a list of installation sources.
Upgrading servers
⚫ An in-place upgrade is the most complicated form of
Windows Server 2012 installation. It is also the
lengthiest, and the most likely to cause problems
during its execution. Whenever possible, Microsoft
recommends that administrators perform a clean
installation, or migrate required roles, applications, and
settings instead.
⚫ Although in-place upgrades often proceed smoothly, the
complexity of the upgrade process and the large
number of variables involved means that there are
many things that can potentially go wrong. To minimize
the risks involved, it is important for an administrator
to take the upgrade process seriously, prepare the
system beforehand, and have the ability to troubleshoot
any problems that might arise.
Upgrade paths
⚫ If you have a 64-bit computer running Windows Server 2008
or Windows Server 2008 R2, then you can upgrade it to
Windows Server 2012, as long as you use the same operating
system edition.
⚫ Windows Server 2012 does not support the following:
⚫ Upgrades from Windows Server versions prior to Windows
Server 2008
⚫ Upgrades from pre-RTM editions of Windows Server 2012
⚫ Upgrades from Windows workstation operating systems
⚫ Cross-edition upgrades, such as Windows Server 2008
Enterprise Edition to Windows Server 2012 Datacenter Edition
⚫ Cross-platform upgrades, such as 32-bit Windows Server 2008
to 64-bit Windows Server 2012
⚫ Upgrades from any Itanium edition
⚫ Cross-language upgrades, such as from Windows Server 2008,
U.S. English to Windows Server 2012, French
Preparing to upgrade
Before you begin an in-place upgrade to Windows
Server 2012, you should perform a number of
preliminary procedures to ensure that the process
goes smoothly and that the server data is protected.
⚫ Check hardware compatibility - Make sure that the
server meets the minimum hardware requirements for
Windows Server 2012.
⚫ Check disk space - Make sure that there is sufficient
free disk space on the partition where the old
operating system is installed. During the upgrade
procedure, sufficient disk space is needed to hold both
operating systems simultaneously. After the upgrade is
complete, you can remove the old files, freeing up
some additional space.
Preparing to upgrade
⚫ Confirm that software is signed - All kernel-mode
software on the server, including device drivers, must be
digitally signed, or the software will not load. This can result
in an aborted upgrade process, hardware failures after the
upgrade is completed, or failure of the system to start after
the upgrade. If you cannot locate a software update for the
application or driver that is signed, then you should uninstall
the application or driver before you proceed with the
installation.
⚫ Save mass storage drivers on removable media - If a
manufacturer has supplied a separate driver for a device in
your server, save the driver to a CD, a DVD, or a USB flash
drive in either the media root directory or the /amd64 folder.
To provide the driver during Setup, click Load Driver or press
F6 on the disk selection page. You can browse to locate the
driver or have Setup search the media.
Preparing to upgrade
⚫ Check application compatibility - The Setup program displays a
Compatibility Report page that can point out possible application
compatibility problems. You can sometimes solve these problems by
updating or upgrading the applications. Create an inventory of the
software products installed on the server and check the
manufacturers’ websites for updates, availability of upgrades, and
announcements regarding support for Windows Server 2012. In an
enterprise environment, you should test all applications for
Windows Server 2012 compatibility, no matter what the
manufacturer says, before you perform any operating system
upgrades.
⚫ Ensure computer functionality - Make sure that Windows
Server 2008 or Windows Server 2008 R2 is running properly on the
computer before you begin the upgrade process. You must start an
in-place upgrade from within the existing operating system, so you
cannot count on Windows Server 2012 to correct any problems that
prevent the computer from starting or running the Setup program.
Preparing to upgrade
⚫ Perform a full backup - Before you perform any upgrade procedure
you should back up the entire system, or at the very least the essential
data files. Your backup should include all data and configuration
information that is necessary for your target computer to function.
When you perform the backup, be sure to include the boot and system
partitions and the system state data. Removable hard drives make this a
simple process, even if there is not a suitable backup device in the
computer.
⚫ Disable virus protection software - Virus protection software can
make installation much slower by scanning every file that is copied
locally to your computer. If installed, you should disable this software
before performing the upgrade.
⚫ Disconnect the UPS device - If you have an uninterruptible power
supply (UPS) connected to your target computer, disconnect the cable
before performing the upgrade. Setup automatically attempts to detect
connected devices, and UPS equipment can cause issues with this
process.
⚫ Purchase Windows Server 2012 - Be sure to purchase the
appropriate Windows Server 2012 edition for the upgrade, and have the
Migrating roles
⚫ Migration is the preferred method of replacing an existing server with one
running Windows Server 2012. Unlike an in-place upgrade, a migration
copies vital information from an existing server to a clean Windows Server
2012 installation.
⚫ When migrating, virtually all of the restrictions listed earlier in regard to
upgrades do not apply. Using the Windows Server Migration Tools and
migration guides supplied with Windows Server 2012, you can migrate
data between servers under any of the following conditions:
⚫ Between versions - You can migrate data from any Windows Server version
from Windows Server 2003 SP2 to Windows Server 2012. This includes
migrations from one server running Windows Server 2012 to another.
⚫ Between platforms - You can migrate data from an x86- or x64-based server
to an x64-based server running Windows Server 2012.
⚫ Between editions - You can migrate data between servers running different
Windows Server editions.
⚫ Between physical and virtual instances - You can migrate data from a
physical server to a virtual one, or the reverse.
⚫ Between installation options - You can migrate data from a server running
Windows Server 2008 R2 to one running Windows Server 2012, even when one
server is using the Server Core installation option and the other uses the
Server with a GUI option.
Migrating roles
⚫Migration at the server level is different from any
migrations you might have performed on
workstation operating systems. Instead of
performing a single migration procedure that
copies all of the user data from the source to the
destination computer at once, in a server
migration you migrate roles or role services
individually.
⚫Windows Server 2012 includes a collection of
migration guides that provide individualized
instructions for each of the roles supported by
Windows Server 2012. Some of the roles require
the use of Windows Server Migration Tools; others
do not.
Installing Windows Server Migration Tools
⚫Windows Server Migration Tools is a Windows Server
2012 feature that consists of PowerShell cmdlets and
help files that enable administrators to migrate
certain roles between servers.
⚫Before you can use the migration tools, however, you
must install the Windows Server Migration Tools
feature on the destination server running Windows
Server 2012, and then copy the appropriate version of
the tools to the source server.
⚫Windows Server Migration Tools is a standard feature
that you install on Windows Server 2012 using the
Add Roles and Features Wizard in Server Manager
Using migration guides
⚫ Once you have installed the Windows Server Migration Tools on
both the source and the destination servers, you can proceed to
migrate data between the two.
⚫ Using the migration tools, administrators can migrate certain
roles, features, shares, operating system settings, and other data
from the source server to the destination server running Windows
Server 2012. Some roles require the use of the migration tools,
whereas other do not, having their own internal communication
capabilities.
⚫ There is no single procedure for migrating all of the Windows
Server roles, whether they have their own migration tools or not.
Instead, Microsoft provides detailed migration guides for
individual roles, and sometimes for individual role services within
a role.
⚫ Up-to-date migration guides are available at the Windows
Server Migration Portal at the Windows Server 2012
TechCenter(http://technet.microsoft.com/en-us/library/jj134
039).