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Move settings and data to the Destination Server for Windows SBS 2011 Standard migration

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Published: January 28, 2011

Updated: May 19, 2011

Applies To: Windows SBS 2008, Windows Small Business Server 2011 Standard

After Windows SBS 2011 Standard is installed, you must run the Migration Wizard to migrate settings and data from the Source Server to the Destination Server. You can use the Migration Wizard only if the Source Server is running Windows SBS 2003, Windows SBS 2008, or Windows SBS 2011 Standard. You may, however, review the migration process for information about which data you should migrate, and then use the instructions that apply to your environment.

Some tasks in the Migration Wizard are required, and some are optional. You must complete the required tasks in the order that they are listed in the Migration Wizard. You can skip optional tasks or complete them at a more convenient time, such as when no users are logged on to the network.

You have 21 days from the time that you finish installing Windows SBS 2011 Standard to complete the migration. You may exit the wizard at any time and return later to finish it. To exit the Migration Wizard, click Cancel. When you restart the wizard, it opens to the Migration Wizard Home page, and you can start the next available migration task.

Note

By default, the Windows SBS 2011 Standard password policy is configured to require strong passwords. If you did not enforce strong passwords on the Source Server, you must reset user accounts that migrated with weak passwords to meet the new password policy. However, you can change the default Windows SBS 2011 Standard password policy through the Password Policies dialog box in the Windows SBS 2011 Standard Console.

Configure folder redirection on the Destination Server

When the Windows SBS 2011 Standard installation finishes, the users’ folder redirection data on the Destination Server is on drive C. If you use folder redirection on the Source Server or if you plan to start using folder redirection when you finish migrating to Windows SBS 2011 Standard, you should move the users’ redirected data to another partition or hard disk. For instructions, see Change the data storage location on the Destination Server.

After you move the users’ redirected data, you should edit the Folder Redirection Group Policy object on the Destination Server to change the location of the users’ redirected data from the Source Server to the Destination Server. After you finish migrating user accounts and groups, you will redirect folders to the Destination Server.

To update the Folder Redirection Group Policy object

  1. On the Destination Server, click Start, right-click Command Prompt, and then click Run as administrator.

  2. On the User Account Control dialog box, click Continue.

  3. At the command prompt, type the following:

    robocopy\\<SourceServerName>\RedirectedFolders \\<DestinationServerName>\RedirectedFolders /E /COPYALL /R:10 /LEV:2 /LOG:C:\Copyresults.txt

Note

RoboCopy is an alternative to Xcopy, and it is a standard feature in Windows Server 2008 R2. For more information, see the Robocopy website.

Note

The previous command only copies the folder structure under \RedirectedFolders but does not copy the actual data, which is copied in a later step.

  1. View C:\Copyresults.txt to verify that the folder copied successfully.

  2. Click Start, click Administrative Tools, and then click Group Policy Management.

  3. In the User Account Control dialog box, click Continue.

  4. In the Group Policy Management navigation pane, expand Forest:<DomainName>, expand Domains, expand <DomainName>, and then expand Group Policy Objects.

  5. Right-click Small Business Server Folder Redirection Policy, and then click Edit.

  6. In the Group Policy Management Editor navigation pane, expand User Configuration, expand Policies, expand Windows Settings, and then expand Folder Redirection.

  7. Right-click Documents, and then click Properties.

  8. On the Target tab, do the following:

    • In the Setting drop-down menu, click Basic – Redirect everyone’s folder to the same location.

    • In the Root Path text box, type \\<Destination ServerName>\RedirectedFolders, and then click OK.

  9. Repeat steps 10-12 for Desktop and Start Menu if folder redirection is also enabled for these folders. Select the same options on the Target tab.

Note

When the Start Menu is redirected to the server, users may receive a security warning dialog box when they start some system programs from the Start Menu, such as the command prompt.

  1. Close the Group Policy Management Editor, and then close the Group Policy Management Console.

Users must log off and log back on to apply the folder redirection change to their computers. This ensures that all redirected folders are transferred to the Destination Server. Optionally, someone with administrator credentials on the client computers can force a Group Policy update.

Important

Both the Source Server and the Destination Server must be connected to the network while the Group Policy changes are updated on the client computers. If you are about to demote and disconnect the Source Server from the network, ensure that Group Policy settings are applied to all client computers. See Demote and remove the Source Server from the network for more details.

Run the Migration Wizard

The Migration Wizard centralizes the migration tasks and guides you through the migration process.

While some of the migration tasks can be run automatically, there are other tasks that you need to run manually. For manual tasks, the Migration Wizard provides links to step-by-step instructions.

To run the Migration Wizard

  1. On the Home page in the Windows SBS 2011 Standard Console, in Getting Started Tasks, click Migrate to Windows SBS.

  2. On the Welcome page, read the information about the Migration Wizard, and then click Next.

  3. On the Welcome page, read the information, and then click Next to start migrating data and settings from the Source Server to the Destination Server. The Migration Wizard Home page appears.

  4. Click Next to start the first migration task. The following procedures provide detailed information about how to perform the migration:

    • Change the data storage location on the Destination Server

    • Configure the network

    • Configure the Internet address

Important

Outlook Web Access (OWA) is not available for mobile users after you finish the Internet Address Management Wizard and before you finish migrating Exchange Server mailboxes and settings to the Destination Server. The Internet Address Management Wizard will point the OWA URL to the Destination Server, and the Source Server can no longer serve requests to https://YourNetworkDomainName.com/owa. We recommend that you notify your users before this change occurs and that you finish the steps in Migrate Exchange mailboxes and settings as soon as possible. 

  - Move network settings

  - Migrate Exchange mailboxes and settings

  - Migrate users' shared data

  - [Migrate the internal website for Windows SBS 2011 Standard migration](gg615995\(v=ws.11\).md)

  - [Move fax data for Windows SBS 2011 Standard migration](gg615993\(v=ws.11\).md)

  - [Move Terminal Services Licensing for Windows SBS 2011 Standard migration](gg615505\(v=ws.11\).md)

Important

The Migration Wizard does not include a task for migrating a Terminal Services license server. If the Source Server is acting as a Terminal Services license server, you must migrate the Terminal Services license server role before you decommission the Source Server. We recommend that you migrate the Terminal Services license server role before you finish the Migration Wizard to ensure that it is migrated before the end of the 21 day migration grace period. 

  - Move SQL Server data

Important

This is an optional task. The Migration Wizard does not include a task for migrating SQL Server data.
If you have line-of-business (LOB) applications that store data in a SQL Server database, you must use the procedures that are provided by your LOB application provider to migrate the data before you decommission the Source Server. We recommend that you migrate the SQL Server data before you finish the Migration Wizard to ensure that the SQL Server data is migrated before the end of the 21 day migration grace period. 

  - [Finish Windows SBS 2011 Standard migration](gg615500\(v=ws.11\).md)

Change the data storage location on the Destination Server

Note

This task is optional.

If you plan to change the data storage location on the Destination Server, or to store data on a separate data server, perform this task before you migrate data from the Source Server. When you choose a new location for the data, consider the storage requirements for the mailboxes and the shared folders that you want to migrate.

To change the data storage location

  1. On the Migration Wizard Home page, click Change where to store data on the Destination Server, and then click Next.

  2. If you do not want to change where to store data at this time, click Skip this task, and then click Next.

  3. If you want to change where to store data, click each data type to start the Move Data Folders Wizard, and then follow the instructions in the wizard.

  4. When you finish changing where to store data, return to the Migration Wizard, click Task Complete, and then click Next.

Configure the network

Note

This is a required task.

To configure the network

  1. In the Migration Wizard, on the Migration Wizard Home page, click Next.

  2. Click Start the Connect to the Internet Wizard.

  3. When the wizard finishes, you are returned to the Migration Wizard Home page, and the task is marked Completed.

Configure the Internet address

Note

This is a required task.

Important

OWA is not available for mobile users after you finish the Internet Address Management Wizard and before you finish migrating Exchange Server mailboxes and settings to the Destination Server. The Internet Address Management Wizard will point the OWA URL to the Destination Server, and the Source Server can no longer serve requests to https://YourNetworkDomainName.com/owa. We recommend that you notify your users before this change occurs and that you finish the steps in Migrate Exchange mailboxes and settings as soon as possible.

To configure the Internet address

  1. In the Migration Wizard, on the Migration Wizard Home page, do the following:

    1. Click Configure the Internet address, and then click Next.

    2. On the Configure Internet address page, click Start the Internet Address Management Wizard.

    3. Complete the Internet Address Management Wizard.

  2. When the wizard finishes, click Task Complete on the Configure the Internet address page, and then click Next. The task is marked Completed on the Migration Wizard Home page.

If your router does not support the UPnP framework, or if the UPnP framework is disabled, there may be a yellow warning icon next to the router name. Ensure that the following ports are open and that they are directed to the IP address of the Destination Server:

  • Port 25: SMTP email

  • Port 80: HTTP web traffic

  • Port 443: HTTPS web traffic

  • Port 987: HTTPS web traffic for SharePoint Foundation 2010 through Remote Web Access

  • Port 1723: VPN if you plan to enable VPN on the Destination Server. You may also need to enable the point-to-point tunneling protocol (PPTP) pass-through on your router.

Move network settings

Note

This is an optional task.

To migrate network settings

  1. On the Migration Wizard Home page, click Migrate network settings, and then click Next.

  2. If you do not want to migrate the network settings to the Destination Server or if you want to skip the task for now, click Skip Task on the Migrate network settings page, and then click Next. The task is marked Skipped on the Migration Wizard Home page.

  3. If you want to migrate the network settings to the Destination Server:

    1. On the Migrate network settings page, click Launch the DNS Forwarders Migration Task.

    2. When the DNS forwarders are successfully migrated, a message is displayed. Click OK. You are returned to the Migrate network settings page.

    3. To migrate certificates, see Move certificates for instructions.

  4. When you finish migrating the network settings, click Task Complete on the Migrate network settings page, and then click Next. The task is marked Completed on the Migration Wizard Home page.

Note

If you have special network settings configured on the Source Server such as site-to-site VPN, you should review those settings to see if they should be applied to the Destination Server.

Move certificates

Self-issued certificates

Migrating self-issued certificates is not supported. Users must transfer the Certificate Distribution Package in the new server to a removable storage device, and then they must install the self-issued certificates on the remote computers that are not joined to the domain.

Trusted certificates

If you purchased a trusted certificate, and it is available to export, you can move the certificate to Windows SBS 2011 Standard. To move a certificate, use the following procedures to export it from the Source Server, import it to the Destination Server, and then run the Add a Trusted Certificate Wizard to connect the certificate to Remote Web Access.

To export a trusted certificate from the Source Server

  1. On the Source Server, click Start, click Run, type mmc.exe, and then press ENTER.

  2. On the console, click File, and then click Add/Remove Snap-in.

  3. Click Add, choose Certificates from the list, click Add, and then click OK.

  4. In the pop-up window that appears, click Computer Account, click Finish, and then click OK.

  5. Expand Certificates, expand Personal, and then click Certificates.

  6. Right-click the certificate that is issued to your website (for example: remote.contoso.com), click All Tasks, and then click Export.

Note

There may be multiple certificates with the same name. Ensure that you choose a certificate that has a valid expiration date and that was issued by a trusted authority. If you are not sure which certificate to use, open Internet Information Services (IIS), determine which certificate IIS is using on the Source Server, and then choose the same certificate.

  1. In the Certificate Export Wizard, click Next.

  2. Ensure Yes, export the private key is selected, and then click Next.

  3. Ensure Include all certificates in the certificate path if possible and Export all extended properties are selected, and then click Next. Do not select Delete the private key if the export is successful.

  4. Type a password to protect the certificate file, and then click Next.

  5. Choose a location to save the .pfx file (for example, C:\trustedcert.pfx), and then click Next.

  6. Finish the wizard.

To import the trusted certificate to the Destination Server

  1. Move the trustedcert.pfx file to the Destination Server by using the network or a USB flash drive.

  2. On the Destination Server, click Start, type mmc.exe, and then press ENTER.

  3. On the console, click File, and then click Add/Remove Snap-in.

  4. Choose Certificates from the list, and then click Add.

  5. In the pop-up window that appears, select Computer Account, click Finish, and then click OK.

  6. Expand Certificates, expand Personal, and then click Certificates.

  7. Right-click Certificates, click All Tasks, and then click Import.

  8. On the Certificate Import Wizard Welcome page, click Next.

  9. Browse to the location of the saved .pfx file, and then click Next.

  10. Type the password that you typed in the Export procedure, ensure that Mark this key as exportable and Include all extended properties are selected, and then click Next.

  11. Ensure that the certificate is imported to the Personal folder, and then click Next.

  12. Finish the wizard.

To ensure that the Destination Server is using the newly imported certificate, run the Add a Trusted Certificate Wizard:

To run the Add a Trusted Certificate Wizard

  1. Open the Windows SBS 2011 Standard Console.

  2. On the navigation bar, click the Network tab, and then click Connectivity.

  3. In the task pane, click Add a trusted certificate.

  4. On the Welcome page, read the information, and then click Next.

  5. On the Get the certificate page, click I want to use a certificate that is already installed on the server, and then click Next.

  6. On the Choose an installed certificate page, click the certificate that you just imported, and then click Next.

Note

If you cannot find the certificate that you just imported in the previous step, check to ensure that the Internet address configured on the Destination Server is exactly the same as the Internet address configured on the Source Server.

  1. When the wizard finishes, click Finish.

Migrate Exchange mailboxes and settings

Note

If Exchange Server is installed on the Source Server, this is a required task.

Before you migrate Exchange Server mailboxes and settings to the Destination Server, clean up the Exchange Server database and verify its integrity by doing the following:

  • Ask each user to:

    • Delete unneeded mail from the user’s mailbox, including mail in the Deleted Items and Sent Items folders.

    • Archive older mail to a .pst file, if appropriate. For more information about creating a .pst file, see Outlook Help on a client computer.

    • Review and delete unneeded personal documents from the user’s folders, the Company Shared folder, and other shared folders on the server.

    • Check the user’s mailbox size.

    • Close Microsoft Outlook on their client computer during the migration.

  • Back up the database. For information about backing up an Exchange Server 2007 database, see Using Backup to Back Up and Restore Exchange Data.

  • Use the Exchange Server tools to help you determine the status of the Exchange Server 2007 database. For more information, see Disaster Recovery Tools and Wizards.

Note

We recommend that you run the Domain Controller Diagnostics Tool, dcdiag.exe, before migrating Exchange Server mailboxes and public folders. Correct all the issues that are reported before you proceed with the migration.

Note

To optimize the network infrastructure to reduce the time needed for the migration of the mailboxes, ensure that both servers are using 1.0 Gbps network connections and add a (temporary) dedicated gigabit network switch between the Source Server and the Destination Server.

To migrate Exchange Server mailboxes and public folders

  1. On the Migration Wizard Home page, click Migrate Exchange mailboxes and settings, and then click Next.

  2. Perform each of the following tasks (see the following procedures for instructions):

    1. Migrate Internet connectors.

    2. Migrate POP3 connectors.

    3. Move Exchange Server public folders.

    4. Move Exchange Offline Address Book.

    5. Move mailboxes.

  3. When you finish migrating the mailboxes and public folders, return to the Migration Wizard, click Task Complete on the Migrate Exchange mailboxes and settings page, and then click Next.

Migrate Internet connectors

Remove Internet connectors on the Source Server

Email is automatically enabled between the Source Server and the Destination Server when Windows SBS 2011 Standard is installed in migration mode. When you remove the Internet send connector from the Source Server, the Destination Server becomes responsible for inbound and outbound Internet email.

Important

Before you remove the Exchange Server Internet connectors from the Source Server, you must run the Internet Address Management Wizard on the Destination Server. This is a required task. The Internet Address Management Wizard creates Internet send and receive connectors on the Destination Server.

To remove the Exchange Server 2007 Internet connectors from the Source Server

  1. On the Source Server, open the Windows SBS 2008 Console.

  2. In the navigation bar, click the Network tab, and then click Connectivity

  3. Right-click Smart host for Internet email, and then click View outbound Internet email properties. The Configure Internet Mail Wizard starts.

  4. On the Before you begin page, click Next.

  5. Document the settings on each page of the wizard, and then click Cancel to exit the wizard without finishing.

  6. Click Start, click All Programs, click Microsoft Exchange Server 2007, and then click Exchange Management Console.

  7. In the User Account Control dialog box, click Continue.

  8. In the navigation pane, expand Organization Configuration, and then expand Hub Transport.

  9. Click the Send Connectors tab, right-click Windows SBS Internet Send <SourceServerName>, and then click Remove.

  10. Click Yes to confirm that you want to delete the connector.

Note

All email to the Internet starts flowing through the Destination Server.

Configure Internet connectors on the Destination Server

After you remove the Internet connectors on the Source Server, you must configure the Internet Mail on the Destination Server with the settings that you documented on the Source Server.

To configure Internet Mail

  1. On the Destination Server, open the Windows SBS 2011 Standard Console.

  2. In the navigation bar, click the Network tab, and then click Connectivity.

  3. Right-click Smart Host for Internet email, and then click View outbound Internet email properties. The Configure Internet Mail Wizard starts.

  4. Follow the instructions in the wizard. When you finish configuring the Internet mail, proceed to the next task to migrate Exchange mailboxes and settings.

Migrate POP3 connectors

Note

This is an optional step. If you did not configure the POP3 connectors on the Source Server, skip this step.

To remove POP3 connectors from the Source Server

  1. On the Source Server, open the Windows SBS 2008 Console.

  2. In the navigation bar, click the Network tab, and then click Connectivity.

  3. Right-click POP3 Connector, and then click View POP3 Connector properties.

  4. Click each user account, click Edit, and then write down the POP3 Mailbox to Exchange settings.

Note

Global mailboxes are not supported in Windows SBS 2011 Standard. Instead, you can map a POP3 account to an email enabled group.

  1. Remove each user account that is listed, and then click OK.

To add POP3 connectors on the Destination Server

  1. On the Destination Server, open the Windows SBS 2011 Standard Console.

  2. On the navigation bar, click the Network tab, and then click Connectivity.

  3. Right-click POP3 Connector, and then click View POP3 Connector properties.

  4. On the Mail Accounts tab, click Add, and then add each of the accounts that were on the Source Server.

  5. When you finish adding the POP3 mailboxes, click OK.

Move Exchange Server public folders

Important

Exchange Server 2010 does not create a Public Folder database when a server on the network already has a Public Folder database. Before moving the public folder database from the Source Server, you must create a Public Folder database on the Destination Server.

To create a Public Folder database

  1. On the Destination Server, click Start, click All Programs, click Microsoft Exchange Server 2010, and then click Exchange Management Console.

  2. Click Yes on the User Account Control dialog box.

  3. In the navigation pane, expand Organization Configuration, and then click Mailbox.

  4. In the Actions pane, click New Public Folder Database.

  5. On the New Public Folder Database page, in the Public folder database name text box, type PublicFolderDatabase*<destination server name>*.

  6. Click Browse, and select the destination server name. Click OK.

  7. Click Next.

  8. Change the database and log folder paths if needed, and then click Next.

Note

If you moved Exchange data in a previous step, the path may be different. Ensure that the path is the same location as the location for the Exchange data from the previous move.

  1. Click New, and then click Finish.

Note

By default, circular logging is not turned on for a public folder database. To turn on circular logging, select the public folder database, click Properties, and then select the Enable circular logging option on the General tab.

Before you move the public folders to the Destination Server, run the Get-PublicFolderStatistics command. The Get-PublicFolderStatistics command lists all the data that is contained in the public folder store.

To run the GetPublicFolderStatistics command

  1. To start the Exchange Management Shell, on the Destination Server, click Start. Then, in the search field, type Exchange Management Shell, right-click Exchange Management Shell, and then click Run as administrator.

  2. In the User Account Control dialog box, click Yes.

  3. At the Windows PowerShell prompt, type cd ‘C:\Program Files\Microsoft\Exchange Server\v14\Scripts’, and then press ENTER.

Note

Include the single quotation mark when you type the command.

  1. Type the following, and then press ENTER:

    Get-PublicFolderStatistics –server*<SourceServerName>| fl | out-file C:\Users\<YourUserName>\Documents\PF<SourceServerName>*stat.txt

  2. Open the text file to verify that all of the public folders on the Source Server are listed.

Next, use the MoveAllReplicas.ps1 script to move all Exchange Server public folders from the Source Server to the Destination Server.

To move Exchange Server public folders to the Destination Server

  1. To start the Exchange Management Shell, on the Destination Server, click Start. Then in the search field, type Exchange Management Shell, right-click Exchange Management Shell, and then click Run as administrator.

  2. In the User Account Control dialog box, click Yes.

  3. At the Windows PowerShell prompt, type cd ‘C:\program files\microsoft\exchange server\v14\scripts’, and then press ENTER.

Note

Include the single quotation marks when you type the command.

  1. Type the following, and then press ENTER:

    .\MoveAllReplicas.ps1 –Server*<SourceServerName>–NewServer<DestinationServerName>*

Important

It can take up to 24 hours to move all public folders to the Destination Server. If the move does not finish within 24 hours, you can run the previous command again.

You must wait for the next instance of public folder replication to finish before the public folder replicas are removed. You can verify the status by using the Get-PublicFolderStatistics command.

To run the GetPublicFolderStatistics command

  1. To start the Exchange Management Shell, on the Destination Server, click Start. Then in the search field, type Exchange Management Shell, right-click Exchange Management Shell, and then click Run as administrator.

  2. In the User Account Control dialog box, click Yes.

  3. At the Windows PowerShell prompt, type cd ‘C:\program files\microsoft\exchange server\v14\scripts’, and then press ENTER.

Note

Include the single quotation marks when you type the command.

  1. Type the following, and then press ENTER:

    Get-PublicFolderStatistics –server <DestinationServerName> | fl | out-file C:\Users\<YourUserName>\Documents\PF<DestinationServerName>stat.txt

  2. To verify that the public folder replication is complete, open the text file that you just generated and compare it to the text file that contains the public folder data on the Source Server.

After the public folders are moved to the Destination Server, you must set the default Public Folder database on the Destination Server.

To set the default Public Folder database to the Destination Server

  1. On the Destination Server, click Start, click All Programs, click Microsoft Exchange Server 2010, and then click Exchange Management Console.

  2. In the User Account Control dialog box, click Yes.

  3. In the navigation pane, expand Organization Configuration, and then click Mailbox.

  4. In the results pane, right-click Mailbox Database*<number>* under the Database Management tab, and then click Properties.

  5. On the Client Settings tab, do the following:

    1. In the Default public folder database, click Browse.

    2. In the Select Public Folder Database dialog box, select the Destination Server, and then click OK twice.

Before you remove the public folder database on the Source Server, you must change the default Public Folder database for the mailbox database on the Source Server.

To set the default Public Folder database for the mailbox database on the Source Server

  1. On the Source Server, click Start, click All Programs, click Microsoft Exchange Server 2007, and then click Exchange Management Console.

  2. In the User Account Control dialog box, click Yes.

  3. In the navigation pane, expand Server Configuration, and then click Mailbox.

  4. In the results pane, expand First Storage Group under the Database Management tab, right-click Mailbox Database, and then click Properties.

  5. On the Client Settings tab, do the following:

    1. In the Default public folder database, click Browse.

    2. In the Select Public Folder Database dialog box, select the public folder database that resides on the Destination Server, and then click OK twice.

To run the Remove-PublicFolderDatabase command

  1. To start the Exchange Management Shell, on the Destination Server, click Start. Then in the search field, type Exchange Management Shell, right-click Exchange Management Shell, and then click Run as administrator.

  2. In the User Account Control dialog box, click Yes.

  3. At the command prompt, type the following, and then press ENTER:

    Get-publicFolderDatabase –server <SourceServerName> | remove-publicFolderDatabase

For more information about migrating public folders and for detailed troubleshooting steps, see the How to Remove a Public Folder Database in Exchange Server 2007.

Move Exchange Offline Address Book

You must move the offline address book (OAB) from the Source Server to the Destination Server, change the server that generates the OAB, and set the offline address book for the mailbox database.

To move the OAB and to change the server that generates it

  1. On the Destination Server, click Start, click All Programs, click Microsoft Exchange Server 2010, and then click Exchange Management Console.

  2. In the User Account Control dialog box, click Yes.

  3. In the Exchange Management Console navigation pane, expand Organization Configuration, and then click Mailbox.

  4. In the results pane, click the Offline Address Book tab, and then click the OAB that you want to move to the Destination Server.

  5. In the action pane, click Move. The Move Offline Address Book Wizard starts.

  6. On the Move Offline Address Book page, click Browse, click the name of the Destination Server, and then click OK.

  7. Click Move to move the OAB to the Destination Server.

  8. On the Completion page, confirm that the OAB was moved successfully. If it was not, review the summary for an explanation, and then click Back to correct the issue.

  9. Click Finish.

  10. In the results pane, right-click Default Offline Address List, and then click Properties.

  11. Click the Distribution tab, and then do the following if Enable Web-based distribution is checked:

    1. Delete the Source Server as a distribution server if it is listed.

    2. Click Add, and then in the Select OAB Virtual Directory dialog box, ensure that the Destination Server is selected.

  12. Click OK twice.

To set the offline address book for the Mailbox database

  1. On the Destination Server, click Start, click All Programs, click Microsoft Exchange Server 2010, and then click Exchange Management Console.

  2. In the User Account Control dialog box, click Yes.

  3. In the Exchange Management Console navigation pane, expand Organization Configuration, and then click Mailbox.

  4. In the results pane, click Database Management.

  5. Right-click the Mailbox Database <GUID>, and then select Properties.

  6. On the Client Settings tab, click the Browse button for Offline Address Book, select Default Offline Address Book, and then click OK twice.

Move mailboxes

Important

To make it easier to manually update the Outlook® profiles, ensure that all users open Outlook after their mailboxes are moved to the Destination Server, while both servers are running. If both servers are running, Outlook automatically updates the profiles to point to the Destination Server. Otherwise, you must update the profiles manually to point to the Destination Server.

Note

If you are using a self-issued certificate on the server and there are users who are accessing their email remotely, ask the remote users to install the self-issued certificate by distributing the Certificate Distribution Package before you move the mailboxes.

Note

In Windows SBS 2011 Standard, the mailbox database and the individual mailboxes have a size limit of 2 GB. If the size limit of the mailbox database or the individual mailboxes on the Source Server is more than 2 GB, you must manually change the size limits on the Destination Server.

To check the size of the mailboxes on the Source Server

  1. On the Source Server, click Start, click All Programs, click Microsoft Exchange Server 2007, and then click Exchange Management Shell.

  2. At the command prompt, type the following, and then press ENTER:

    Get-MailboxStatistics | fl Displayname,{$_.TotalItemSize.Value.ToMB()}

To change the size limit of the mailbox database

  1. On the Destination Server, click Start, click All Programs, click Microsoft Exchange Server 2010, and then click Exchange Management Console.

  2. Click Continue in the User Account Control dialog box.

  3. In the Exchange Management Console navigation pane, expand the Organization Configuration node, and then click Mailbox.

  4. In the result pane, click the Database Management tab.

  5. Right-click Mailbox Database <GUID>, and then click Properties.

  6. Click the Limits tab, specify the mailbox database limits, and then click OK.

To change the size limit of the individual mailboxes

  1. On the Destination Server, open the Windows SBS 2011 Standard Console.

  2. In the navigation bar, click the Users and Groups tab, and then click Users.

  3. Click a user account, and then click Edit user account properties.

  4. Click the E-Mail tab, update the maximum mailbox size information, and then click OK.

  5. Repeat steps 3 and 4 until all user accounts are updated.

To migrate Exchange Server 2007 mailboxes

  1. On the Destination Server, click Start, click All Programs, click Microsoft Exchange Server 2010, and then click Exchange Management Console.

  2. In the User Account Control dialog box, click Yes.

  3. In the Exchange Management Console navigation pane, expand the Recipient Configuration node, and then click Mailbox.

  4. In the results pane, add the Database column and select all the mailboxes that have a database on the Source Server. The mailbox database on the Source Server is typically located under First Storage Group.

Note

To add a column, right-click the results pane, click View, then click Add/Remove Columns.

  1. Click New Local Move Request in the task pane. The New Local Move Request Wizard starts.

  2. Click Browse, and then select the Destination Server. Click OK.

  3. Click Next.

Note

We recommend that you click Skip the corrupted messages on the Move Options page of the wizard and that you set the maximum number of messages to skip. If mailboxes are skipped because the maximum number of corrupted messages is exceeded, you must delete those mailboxes before you uninstall Exchange Server 2007 from the Source Server later in the migration process, or you must run the Move Mailbox Wizard again.

  1. Click New on the New Local Move Request page.

  2. Click Finish and review any issues that occurred.

  3. In the Exchange Management Console navigation pane, click Move Request under the Recipient Configuration node to verify the move request status. To see the progress of the tasks click in the Action pane on View, then click Add/Remove Columns. Add the Percent Complete column and click OK. Click Refresh in the Action pane to see the percentage completed for each mailbox.

Note

You can check the status of every mailbox move request under the Move Request node under Recipient Configuration. We suggest that you clear all move requests after they are completed. Otherwise you will not be able to create new move requests.

Note

If you are using ActiveSync, but you cannot sync emails for some of the accounts, check if those accounts are members of protected groups, such as Domain Administrators. For detailed information about how to fix this issue, see Exchange ActiveSync Returned an HTTP 500 Error.

Move users' shared data

Note

This is an optional task.

To migrate users’ shared data

  1. On the Destination Server, in the Migration Wizard, click Migrate users’ shared data, and then click Next.

  2. Perform the following tasks, as described in this section.

    • Copy users' shared folders to the Destination Server

    • Copy additional shared folders to the Destination Server

    • Create shared folders and restore permissions on the Destination Server

  3. When you finish migrating shared data, return to the Migration Wizard on the Destination Server, click Task Complete on the Migrate shared data page, and then click Next.

Copy users' shared folders to the Destination Server

Copy the users’ shared folders to the Destination Server by using RoboCopy.

Note

Disk quotas are enabled on the Destination Server for the partition where the user’s shared folder is located. If you changed the disk quotas on the Source Server, you must ensure that the disk quotas on the Destination Server match or exceed the disk quotas on the Source Server. For more information about modifying the default quotas for all users, on the Destination Server, click Start, click Help and Support, and then search for “Set disk space quotas for all users.”

To copy users’ shared folders

  1. On the Destination Server, click Start, right-click Command Prompt, and then click Run as administrator.

  2. On the User Account Control dialog box, click Continue.

  3. At the command prompt, type the following:

    robocopy \\<SourceServerName>\UserShares \\<DestinationServerName>\UserShares /E /COPY:DATSOU /R:10 /LOG:C:\Copyresults.txt

Note

RoboCopy is an alternative to Xcopy, and it is a standard feature in Windows Server 2008 R2. For more information, see the RoboCopy website.

  1. View C:\Copyresults.txt to verify that the files were copied correctly. You can also compare the number and size of the files that were in the users’ shared folders on the Source Server with the number and size of the files that are now on the Destination Server.

Important

XCopy and RoboCopy do not support migrating encrypted files.

Copy additional shared folders to the Destination Server

Note

When you copy additional shared folders, line-of-business application folders, and general user data folders to the Destination Server, you are only copying the folders; you are not sharing them. After you migrate user accounts and groups, you must share the folders and set permissions.
If you are using a logon script to map drives to the shared folders, you must update the script to map to the drives on the Destination Server.

To copy folders to the Destination Server

  1. On the Destination Server, click Start, right-click Command Prompt, and then click Run as administrator.

  2. On the User Account Control dialog box, click Continue.

  3. At the command prompt, type the following:

    robocopy \\<SourceServerName>\<ShareName>\ <disk>:\<FolderName> /E /R:10 /COPYALL /ZB /LOG:C:\Copyresults.txt /TEE

    where <disk>:\<FolderName> is the physical location to store the folders on your Destination Server.

  4. Repeat step 3 for additional folders that you want located on the Destination Server.

Note

If you copy a folder to the same partition as the users’ shared folders, disk quotas will also apply. For more information about modifying the default quotas for all users, on the Destination Server, click Start, click Help and Support, and then search for “Set disk space quotas for all users.”

Note

In Windows SBS 2011 Standard, the standard users’ permission for the public shared folder has been changed from read-only to read/write.

Create shared folders and restore permissions on the Destination Server

Important

Incorrectly editing the registry might severely damage your system. Before making changes to the registry, you should back up any valued data on the computer.

Note

You do not need to perform this procedure if you are only going to migrate the built-in shared system folders such as Public, UserShares, and RedirectedFolders.

To save only the existing shared folder names and their permissions

  1. On the Source Server that contains the shared folder names and permissions that you want to save, start Regedit.

Warning

Incorrectly editing the registry might severely damage your system. Before making changes to the registry, you should back up any valued data on the computer.

  1. From the HKEY_LOCAL_MACHINE sub-tree, go to the following key:

    SYSTEM\CurrentControlSet\Services\LanmanServer\Shares

  2. Save or export the registry key.

  3. Type the file name old_registry, and then save the file on the Source Server.

  4. Leave values for the shared folders that you want to migrate to the Destination Server. Delete the others.

Note

Delete the built-in shared system folders including Public, UserShares,and RedirectedFolders from the registry as you do not need to migrate the settings for these shared folders.

  1. Repeat step 5 for SYSTEM\CurrentControlSet\Services\LanmanServer\Shares\Security.

  2. For the shared folders that you copied to a different location on the Destination Server, double-click the value and change the path to the current location on the Destination Server.

  3. Save or export the edited registry key.

  4. Type the file name share_registry, and then save the file.

  5. Double-click old_registry to restore to the original registry on the Source Server, and then click Run. Click OK twice.

  6. Copy the shared folder_registry to the Destination Server.

  7. On the Destination Server, double click share_registry, and then click Run. Click OK twice.

Warning

This step overrides shared folders that already exist on the Destination Server with the names and permissions that exist in the file you are restoring. You are warned about this before you restore the registry key.

  1. Restart the Server service, the Netlogon service, and the Microsoft Exchange Information Store services.

  2. In the Windows SBS 2011 Standard Console, click Shared Folders, and then verify the shared folders and permissions. Only permissions of domain users are migrated.