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Microsoft® Windows® Small Business Server 2003 Release 2
Reviewer’s Guide
Abstract
Microsoft® Windows® Small Business Server 2003 is an information technology solution that provides big-business features at a small business price. This reviewer's guide describes the key trends in the marketplace, discusses the features and benefits of a server-based IT solution, outlines the requirements for installing Windows Small Business Server 2003 Release 2, and presents a guided walkthrough of both the administrator’s view of the product and an employee’s view.
The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date of publication. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication.
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Contents
Introduction
Key
Trends
Increased
server adoption rate by small businesses
Informal,
reactive IT spending pattern for small businesses
No
formal planning for IT spending
Reactive,
not proactive, spending model
Increasing
need for data storage and backup technology
Increasing
demand for broadband, remote, and wireless connectivity
Implementing
line-of-business applications
Features
and benefits of Windows Small Business Server 2003 Release 2
Simplified
installation
Wizard-driven
network configuration
Setting
up client computers and adding users
Improving
security of the network and business information
Collaboration
and information sharing
Remote
access
Mobility
Server
administration and management
Automatic
PC updating
Monitoring
and reporting
Data
backup and restore
Planning
for a Windows Small Business Server 2003 Release 2 Installation
Understanding
the existing network topology
System
Requirements
Supported
software on client PCs
How
to obtain and maintain Windows Small Business Server 2003 Release 2
Windows
Small Business Server 2003 Release 2 Walkthrough
Administrator’s
Guide to Setup and Configuration
The
setup process
Completing
the To Do List
Configure
the server for E-mail, networking, and Internet connectivity
Add
Users and Computers
Integrated
backup and restore solution
Windows
Software Update Services
Monitoring
and reporting
Premium
Edition Components
Administrator’s
Guide to Server Management
Manage
Users
Manage
Client Computers
Licensing
Internal
Web site
Internet
and E-mail
The
End-User’s Guide to Working on a Network
Join
the network using the Connect Computer Wizard
Small-business
intranet with Windows SharePoint Services
End
user self-help: Recover previous versions of documents
Remote
Web Workplace: The Secure Gateway to Business Information
Mobility
features
Summary
Welcome to the Microsoft® Windows® Small Business Server 2003 Release 2 reviewer's guide. This guide describes the key capabilities and features of Windows Small Business Server 2003 Release 2 and how these features benefit the two main audiences for the product, small businesses and the technology providers who deliver information technology (IT) services to small businesses. To help ensure that you have all the information you need to review Windows Small Business Server 2003 Release 2, this guide provides information on the following:
· Significant trends in the small-business technology industry
· Key design goals for Windows Small Business Server 2003 Release 2
· Features of Windows Small Business Server 2003 Release 2
· A guided walk-through of Windows Small Business Server 2003 Release 2 Setup
In October 1997, Microsoft Corporation introduced Microsoft BackOffice® Small Business Server 4.0, the first integrated suite of server applications designed specifically for businesses with 50 or fewer desktops. With this product, small businesses could license a single product to address their networking, communications, and Internet needs at a price that represented a tremendous value.
In two subsequent releases, the product increasingly delivered that value to small-business customers, with return on investment (ROI) ranging from 57 percent to 268 percent, according to a study by Forbes.com. Users recouped their investment in one accounting period or less, expanded their geographic reach, performed more revenue-producing tasks at no extra cost, and improved their quality of life through the ability to conduct business from wherever they happened to be.
With the vision of extending the return on investment to small-business customers, Microsoft actively worked to further break down the barriers to adoption, including reducing product complexity. Representatives from Microsoft visited hundreds of small businesses to learn how to enhance product usability and conducted thousands of customer and partner interviews to understand how to maximize the value that Small Business Server provided to small businesses. This customer and partner feedback has driven product development and product improvement at Microsoft. The result is Windows Small Business Server 2003 Release 2, the fifth-generation release.
As part of the Windows Server 2003 family, Windows Small Business Server 2003 Release 2 delivers the familiar look and feel of the Windows operating system that consumers already know. When small-business users inquire about the Windows Server product that is right for them, the clearly branded Windows Small Business Server 2003 Release 2 will be the optimal choice. Windows Small Business Server 2003 Release 2 provides first-class technology in an integrated solution tailored to meet the needs of small businesses—whether it’s the only server or the center of a multi-server network—delivering great value to solve the problems that small businesses face every day.
Windows Small Business Server 2003 Release 2 offers the ability to integrate and tailor the powerful features of several Microsoft Windows Server System™ components to deliver the ease of use needed by small businesses. Windows Small Business Server 2003 Release 2 delivers an easy-to-install, easy-to-manage product that forms the centerpiece of a small business IT solution.
Small businesses have varying needs for an IT solution. To better meet the variation in a larger population of small businesses, Windows Small Business Server 2003 Release 2 is available in two editions, Standard and Premium.
· Standard Edition consists of Windows Server 2003, Exchange Server 2003, Windows SharePoint Services, and Windows Server Update Services (WSUS) technologies. Standard Edition is ideal for first-server customers who are looking to leverage the benefits of server technology in their network, or for customers migrating from a stand-alone server to an integrated technology platform.
· Premium Edition adds Microsoft SQL Server™ 2005 Workgroup Edition, Microsoft Internet Security and Acceleration (ISA) Server 2004, and Microsoft Office FrontPage 2003 technologies. Premium Edition is ideal for small businesses with more demanding IT needs, such as data-intensive line-of-business applications, or for customers with more stringent monitoring and management of Internet services and connectivity.
Table 1 provides an overview of the two editions and their included technologies.
|
Product Technology |
Standard edition |
Premium edition |
|
Windows Server 2003 technologies |
√ |
√ |
|
Exchange Server 2003 technologies |
√ |
√ |
|
Outlook 2003 |
√ |
√ |
|
Components unique to Small Business Server (setup wizards, monitoring tools, Remote Web Workplace, shared fax) |
√ |
√ |
|
Windows SharePoint Services |
√ |
√ |
|
Windows Server Update Services |
√ |
√ |
|
FrontPage 2003 |
|
√ |
|
SQL Server 2005 Workgroup technologies |
|
√ |
|
ISA Server 2004 technologies |
|
√ |
|
Includes 5 client access licenses (CALs) |
√ |
√ |
Table 1. List of product technologies contained in the Windows Small Business Server 2003 Release 2 editions.
Four major industry trends serve as the backdrop for the design and development of Windows Small Business Server 2003 Release 2:
· Increased server adoption rate by small businesses
· Increasing need for data storage and backup technology
· Increasing demand for broadband, remote, and wireless connectivity
· Implementing a line-of-business application
Rapid technology adoption by small business is a continuing trend with some new twists. While personal computer growth in small businesses will continue over the next few years—IDC projects that adoption of personal computers by small businesses will climb by almost 8 percent per year between 2001 and 2006—small businesses will deploy servers even more quickly than they will personal computers. IDC projects server growth at almost 10 percent per year through 2006. Within the small-business sector, the deployment of server-based local area networks (LANs) will climb the fastest for the smallest companies. Ownership of Server-Based LAN networks is growing at a rate of 6.5% whilst the rate of PC acquisitions is at a rate of approx 1.5% [2]
This growth is fueled by several factors. First, personal computer penetration in small businesses is already high, and small-business owners are looking to increase the benefit and ROI they get from the computers they already own. A key way to boost collaboration and productivity is to link existing computers in server-based LANs.
Second, small businesses made their last major technology push to prepare for potential year 2000 issues. Continuing advances in technology are bringing those investments near the end of their useful lives, so companies are looking to upgrade.
Third, servers have become simpler to use while the price of server hardware has plummeted—server prices are as low as 20 percent below what they cost a few years ago. According to D.H. Brown analyst Tony Iams, small businesses still operating on servers based on Microsoft Windows NT® Server 4.0, for example, should seriously consider upgrading to Windows Server 2003 because of the persuasive benefits. Iams calls Windows Server 2003 “a platform that’s much easier and more cost-effective to operate today—a key benefit in smaller organizations that lack sizable IT staffs—but that’s also guaranteed to grow to meet expanding needs over time.”[3]
From a demographics perspective the number of small
businesses is very large; globally, there are more than 44 million small
businesses. IDC has projected that in the
Small businesses often have no long term plans for their computers and business network. There is no future planning for new servers, desktops, software packages or line-of-business applications. It is common for small businesses to have small or nonexistent IT budgets. In some cases, small businesses do not recognize that the IT infrastructure is as much a helpful tool as an electrical tool on the shop floor. Without planning, it is difficult for small businesses to determine where IT funds are being spent, or even worse, where a small business can receive the biggest bang for the buck for its limited IT funds.
In most small businesses, hardware replacement is done on a critical-needs basis—it typically occurs only after something is broken. Operating systems are upgraded or patched only when a desktop or laptop is purchased from a vendor. Desktop software is replaced or updated only when there are significant features or functions that are required by the business. Without a consistent model for installing and maintaining hardware and software, there is a significantly increased risk for security holes to develop in the business infrastructure.
One of the trends fueling the growth of server adoption by small businesses is the explosive increase in the quantity of data in digital format: e-mail, faxes, application data, documents, and media files. Previously, small businesses would have handled much of this data on paper or on native media such as video tape or film. The move to digital media necessitates server software and hardware to share, store, and archive this increasingly business-critical information.
Not surprisingly, data backup and recovery is the most important future IT focus area for small businesses. According to industry observer Access Markets International Partners Inc., 43 percent of small businesses rank data backup and recovery as important to their businesses, making it the leading concern among small businesses. Small businesses are also conscious of the need to secure the information they’re managing electronically: 30 percent cite data security as a future focus, making it the second-highest-ranked concern of small businesses.
As broadband service becomes readily available and affordable, it also becomes more attractive to small businesses that can benefit from the technology to make the most of the increasing amount of data they store and use online. IDC expects the number of small businesses using broadband technologies to climb 19.3 percent each year through 2006, making it the fastest-growing technology segment that IDC tracks in the small-business sector.
With greater numbers of personal computers linked to boost collaboration and productivity, and more of their data accessible over a network, small businesses want access to their data and applications anytime, anywhere, so that they can work from home or while on the road. Many small business owners work on company data from home during non-business hours. A growing number of small-business owners and employees work mostly away from an office, and some remote workers have no discrete office at all. Small business owners and employees are more productive when equipped with tools and software that enable seamless access to company data and applications.
Wireless technology is also increasingly popular, both for use in-office and for mobile users looking to take advantage of real-time network connectivity. Wireless devices, from handheld inventory devices to PDAs to tablet PCs increase the mobility of users and data, which in turn improves responsiveness to customers and improves productivity. These devices are both portable, affordable, and practically a requirement for today’s competitive business environment. It’s no wonder that small businesses perceive a competitive advantage to being wireless, mobile, and effective.
A final key trend for a small business moving to a server-based solution is the competitive need for a line-of-business application, such as accounting software or a customer relationship management application. These types of client/server software require a server on the network from which the business can share data, back up data, keep secure, and make available via remote access.
Microsoft’s small-business customers need to connect to information and to each other, and access their data and applications from wherever they may be. And small businesses want big-business solutions that are easier to install, manage, and use. Microsoft collected considerable input from customers about what they envisioned in a small-business server operating environment. To meet these needs of small business, Windows Small Business Server 2003 Release 2 was designed with these three goals:
· Provide small businesses with connectivity for collaboration, communication, and mobility.
· Provide flexible deployment features that benefit both small-business customers and technology providers.
Small businesses receive the benefits of award-winning technology by installing and deploying Windows Small Business Server 2003 Release 2. It is ideal for small businesses deploying a first server in their environment, or for small businesses that are upgrading one or more servers in their current environment. Table 2 shows a partial list of features and benefits found in each edition of Windows Small Business Server 2003 Release 2.
|
Feature/Benefit |
Standard Edition |
Premium Edition |
|
Tools and technologies to help share, manage, secure, and back up files on an internal network |
Windows Server 2003 technologies (e.g., Group Policy, NFTS file level security, NT Backup, and Windows Server Update Services) |
|
|
Team communications and collaboration environment (e.g., Companyweb) |
Microsoft Windows SharePoint™ Services |
|
|
Communication and collaboration infrastructure that helps increase productivity |
Exchange Server 2003 with SP2 technologies |
|
|
A unified place to manage e-mail, calendars, contacts, and other personal and team information |
Microsoft Office Outlook® 2003 |
|
|
Technology to help secure Internet connections |
Routing and Remote Access Services (RRAS) |
ISA Server 2004 technology |
|
Relational database supporting line-of-business applications |
N/A |
SQL Server 2005 Workgroup technology |
|
Tools for sophisticated Web site development or the creation of customized solutions for Windows SharePoint Services |
N/A |
Microsoft Office FrontPage® 2003 |
Table 2. List of features, benefits, and the respective Windows Small Business Server 2003 Release 2 editions.
For customers seeking an IT solution that gives them a business advantage, the technology itself can seem overwhelming. But with Windows Small Business Server 2003 Release 2, Microsoft has worked hard to build wizards and management tools that make installing, configuring, and managing this technology much easier than with the standalone products. The following discussion of features and benefits shows where each of these areas has been improved, and how an IT solution is not only manageable, but necessary, to a small business owner.
Windows Small Business Server 2003 Release 2 provides an integrated Setup solution for installing and configuring the small-business network. It is designed to guide administrators through the task of configuring an entire small-business network, providing an end-to-end solution. The installation features are designed for technology consultants who set up the solution for their small-business customers and for technically savvy business owners who like to do things themselves. Setup is optimized for installing and configuring the operating system and installing the server applications and tools based on best practices for a small-business network.
Customers can install a copy of the full retail product on existing hardware or obtain a copy preinstalled on hardware by an OEM. With the latter, a customer can have Windows Small Business Server 2003 Release 2 up and running in as little as fifteen minutes.
Windows Small Business Server 2003 Release 2 provides an easy-to-use wizard that configures broadband and dial-up connections for the server, automatically configures the built-in firewall and Internet services such as Domain Name System (DNS), Dynamic Host Configuration Protocol (DHCP), and Windows Internet Naming Services (WINS), sets up an e-mail server, and makes changes to policies and permissions for both users and devices that connect to the network. The Configure E-mail and Internet Connection Wizard enables configuration of e-mail, Internet connectivity and network services that can be provided via an Internet connection. Using this one wizard, customers can more easily configure settings for the network, firewall, security-enhanced Web sites, and e-mail to connect network computers to the Internet.
Administrators can create user accounts and set up client computers quickly and efficiently using the updated Client Setup features in Windows Small Business Server 2003 Release 2. New features include client networking configuration using a Web-based wizard, preconfigured user templates to apply the same set of rights and privileges to groups of employees, the ability to automatically deploy client applications, and enhanced mobile and remote-use tools. These new features make it easier to deploy, configure, and administer user and computer accounts and deploy a standard set of applications to users within the organization. The wizard can be run in bulk mode, enabling the customer to run the wizard once to add multiple user accounts.
Windows Small Business Server 2003 R2 provides improved security to small businesses at every level of operation. Network access is controlled and monitored using Windows Server 2003 firewall technology; customers who need more stringent control and monitoring of individual or group Internet use can use ISA 2004 (an enterprise-standard firewall) found in the Premium Edition. Remote access to e-mail, intranet data, and business information uses secure sockets layer (SSL) security found in Internet Information Server; Windows Server 2003 also provides award-winning file and folder security, Windows Backup, and Volume Shadow Copy. These allow small businesses to easily and securely back up, retrieve, and archive business information without impacting day-to-day operation.
Coworkers can collaborate on projects and share information using the out-of-the-box internal Web site based on Windows SharePoint Services. This site includes shared document libraries, announcements, events, and links that allow users to publish, share, edit, and comment on information. The site features version control, simple site authoring and permissions tools for users, automatic change notifications, and discussion threads. All these help make information more accessible, easier to work with, and easier to manage than individually-shared folders.
For example, users can post documents into shared document libraries, view the company’s vacation calendar, enter a request to the help desk, and participate in a survey or discussion group. Users get shared document libraries that can be used out of the box by most small businesses for presentations and other needs; shared lists for information such as announcements, events, links, and a vacation calendar; fax routing to route received faxes into the Incoming Faxes document library; and out-of-the-box content including sample lists and libraries that describe how users can use the features and tailor them to their needs.
To accommodate an increasingly mobile work force, Windows Small Business Server 2003 Release 2 contains one of the most powerful business tools available, the Remote Web Workplace. It enables users who are out of the office to access e-mail, the shared internal Web site, server-based applications or terminal server-based applications, and even connect to their own desktop computer to work with information, retrieve files, or print out documents. There is also a special version of Remote Web Workplace that gives administrators the ability to manage servers and desktops on the network from a remote location. Virtual Private Networking (VPN) is also available for users who can benefit from direct access to network resources.
Remote Web Workplace also provides a central location for administrators to access management features, such as the Remote Desktop to access servers and client computers, Windows SharePoint Services to administer the internal Web site, Help Desk to view requests generated by users, and to view performance and usage reports. This makes remote administration simple not only for business owners, but for partners who provide IT services to small businesses without a full-time IT staff.
The mobile user solution in Windows Small Business Server 2003 Release 2 is built on the Exchange Server 2003 Outlook Mobile Access feature. People can use cell phones and other portable devices to access e-mail, schedules, calendars, and task information while away from the office. People with Windows Mobile-enabled devices can also gain access to documents and information on the internal Web site. This extends the usefulness of company information to employees at remote locations, such as a customer site or while traveling on business.
To help ensure that the network runs efficiently, Windows Small Business Server 2003 Release 2 includes updated, end-to-end network administration features. Wizards simplify common or repetitive tasks, and preconfigured management consoles provide the necessary tools to manage the network. These tools are unique to Windows Small Business Server 2003 Release 2; they integrate product technologies in such a way that one wizard can provide all the necessary settings for complex product interrelationships.
The Server Management console contains a unique set of management tools for network management tasks, such as working with user accounts, printers, fax machines, files, shared folders, licensing, networking, e-mail monitoring, intranet updates, and backups. This is the home for the IT administrator and contains all the tools necessary to manage, monitor, and update computers and software on the network. There is also a version for power users that allows an administrator to delegate basic tasks to on-site users. These tasks typically are common ones that do not require sophisticated IT intervention, such as adding a user, configuring a group account, or viewing resource properties.
Because the two consoles are task-based, focusing on tasks that need to be performed rather than on the technology subsystem, they are more intuitive for typical small-business users to navigate.
Windows Software Update Services (WSUS) enables businesses to be able to update all their Microsoft products running on servers and desktops on the network. It provides a single deployment mechanism for Microsoft updates, ensuring that the environment is updated with the latest service packs and critical patches. A comprehensive reporting log is available to show which critical and non-critical updates are available, which computers have been updated, and which need additional support in order to be brought up to date. This helps automate the update management process and dramatically reduces the time, effort, and cost associated with updating all computers within an organization.
WSUS accomplishes this by enabling an organization’s administrator to synchronize available updates and patches from Microsoft Update servers, decide which updates are applicable to the organization, and approve or disapprove updates based on their operational requirements and compatibility needs. The service reports the results via e-mail to the administrator on a daily basis so that the administrator is kept informed of the state of server and client machines in the environment.
The monitoring and reporting tools in Windows Small Business Server 2003 Release 2 can be used to ensure that the server remains healthy and can help reduce downtime by enabling administrators to respond quickly when issues arise. These enhanced tools enable technology consultants and business owners to monitor server activity and receive performance and usage reports in e-mail or online. All of these are configured using the Monitoring Configuration Wizard. It sets up the necessary alert notifications, schedules delivery of server performance and usage reports, and also configures application logging. The daily reports include those from WSUS, detailing the update status of other servers and desktops in the organization.
Performance reports provide information about the general health of the server and can replace much of the “simple” monitoring that was performed using earlier versions of Windows Small Business Server. Usage reports contain information to help owners understand how their networks are being used. These reports provide detailed information about employee Internet, e-mail, and fax use, as well as details on remote connectivity. The clear format of the performance reports makes it much easier to note potential issues that require action.
Windows Small Business Server 2003 Release 2 contains an innovative solution for customers who recognize the need for data protection but lack the tools or technology to deploy one. This solution helps customers back up their servers more easily and guides them through the restore process. The server has an integrated backup solution that identifies critical business information, prepares complete information backups, and restores the entire server in case of catastrophic hardware failure or disaster-recovery scenarios. This backup solution also provides a reminder for the on-site tape changer and sends an e-mail message reporting the success or failure of each backup operation.
Setting up the schedule is simple. The Backup Wizard guides a system administrator through the creation and implementation of a backup schedule. By default, the schedule will back up all of the system, application, and data files needed to completely restore the server, including file shares, My Documents folders that have been redirected from client computers, and files stored in the company’s SharePoint site. If Premium Edition is installed, the backup also recognizes SQL Server databases and automatically adds them to the backup schedule.
One of the most common data loss events is the accidental saving of a file over a previous version, resulting in the loss of data. Using Small Business Server 2003, any user can easily recover previous versions of their files without needing to restore the file from a backup. Small Business Server uses the Volume Shadow Copy service to provide self-help recovery. A user can recover an earlier version of a document without requiring IT staff involvement or the lengthy process of recovering a file from a backup.
Windows Small Business Server 2003 Release 2 can be easily added to an existing peer-to-peer network, added to a server-based network, and installed as the foundation for a new customer network. Because of this ease-of-installation, customers or partners need to plan for only a few basic elements: first, understanding the existing network topology; second, understand the hardware requirements for a server running Windows Small Business Server 2003 Release 2 and the software requirements for client computers on the network; and third, understanding the methods that customers may use for obtaining installation and maintenance assistance.
By design, Windows Small Business Server 2003 Release 2 can be installed as a server that redirects network traffic to the Internet over an existing device such as a broadband modem or firewall / router, or as an actual gateway between an existing network and the Internet. This is done by supporting single- or dual-adapter installations where the server is physically installed between the local network and the Internet device (Figure 1).

Figure 1. Windows Small Business Server supports single- or dual-adapter installation on the network.
Windows Small Business Server 2003 Release 2 can connect with either method, all through the use of wizards and guides to make setting up the network access as easy and secure as possible.
Table 3 lists the minimum and suggested system requirements for Windows Small Business Server 2003 Release 2. The requirements have been increased over previous versions. The increase is based upon the highest minimum requirements of the core components; this ensures the hardware is capable of running the individual product technologies.
|
Component |
Standard or Premium Edition |
|
Processor |
1 or 2 Intel Xeon or AMD Opteron - 64Bit Processors |
|
Memory |
4 GB suggested, and is the max |
|
Hard disk |
25-30GB of Disk space for OS |
|
Drive |
DVD-ROM drive |
|
Display |
VGA or hardware
that supports console redirection required; Super VGA (800 x 600) or higher
|
|
Mouse |
Microsoft Mouse or
compatible pointing device, or hardware that supports console redirection |
|
Other devices |
Keyboard
Small Profile; 1NIC Ethernet
network interface card For a MAX of 2 NICs |
Table 3. System requirements for both Standard and Premium Editions.
Out of the box, Windows Small Business Server 2003 Release 2 supports Windows XP with Service Pack 2 and Windows 2000 Professional. The most productive user experience is obtained by using Windows XP Service Pack 2. This will ensure that all the security measures and policies will be able to be applied to the client machines therefore ensuring a consistent user experience which will mean less administrative overheads and also enables the users to be able to obtain the best experience in tools such as Remote Web Workspace.
Windows 9x and Windows NT 4.0 Workstation clients can be connected to the network by downloading and installing a separate Active Directory client; however there are significant disadvantages to this method. First, these modified clients cannot fully participate in Active Directory policies and services and which increases the security risk. Second, these clients are not supported by WSUS, and cannot be patched or maintained sufficiently without direct administrator intervention. Finally, Microsoft has discontinued support for these clients, making it difficult to obtain assistance or help with applications and services on these clients.
When it comes to desktop applications, a synergy exists when desktop clients running Microsoft Office connect to a Windows Small Business Server 2003 Release 2 network. Both Microsoft Office 2003 and Microsoft Office XP integrate smoothly with the company intranet site running on Windows SharePoint Services. This integration allows desktop clients to share and store information directly to the Web site from within an Office application, and to work with site tools to manage and share information with others. Desktops running Office 2003 gain even bigger advantages; by using the team workspace feature of Office 2003, users can maintain and communicate even more effectively through use of discussion threads, receive notifications of changes to documents, and control read-write access to specific documents or folders.
For customers seeking the ideal experience and most powerful integration solution, it is suggested that desktops are running Windows XP with Service Pack 2 and Office 2003.
Once the decision has been made to move to an integrated IT solution, the first step is identifying how to obtain the solution, and then determining how to install and maintain the solution.
There are three primary methods that small businesses may obtain hardware and installation assistance. One method is to be partially self-sufficient, using OEMs or other hardware manufacturers for the initial purchase of hardware and software, and then installing and maintaining the server as part of the normal course of business. This relies on an internal IT person, or even an IT staff in a larger business, to be responsible for the installation and maintenance of IT-related technologies.
The second method is for the small business to use a trusted advisor such as a Value-Added Partner (VAP) or Value-Added Reseller (VAR) who will perform the whole operation, from network and service design to hardware and software provisioning, and ongoing maintenance and support.
The third method uses a VAP or VAR to advise the small business what to purchase from an OEM. The small business deals directly with the OEM or other supplier, and then the VAP or VAR is responsible for the actual installation and ongoing maintenance. This method is most often used with businesses that rely on the VAP or VAR to provide a customized business solution or to deploy and maintain a line-of-business application.
For most people thinking of deploying Windows Small Business Server 2003 Release 2 in their environment, the administration features are first on the list of must-see items. It is easy to discuss tools and wizards in the abstract, but without seeing examples it is difficult to appreciate just how much has been done to make administration as easy as possible.
It is also helpful to see the new server environment from a user’s perspective: see what has changed, see what has been made easier, and see what new features are available.
This section walks through both viewpoints, showing features and highlights of the easy-to-use and simplified administration of Windows Small Business Server 2003 Release 2, and the end-user’s perspective of collaboration tools and remote access features that make it easier than ever to be productive.
Windows Small Business Server 2003 Release 2 uses wizards, task-based consoles, and management tools unique to Small Business Server to shield new users from the complexities of setting up and administering a server-based IT solution. It demonstrates how understanding the needs of end users results in an easy-to-use yet powerful solution that has been crafted specifically to meet those needs.
At the same time, experienced or sophisticated administrators still have access to existing configuration and management tools found in the stand-alone products. It is rare when the existing tools and wizards do not provide an effective way to address management issues; but when those events occur, the full complement of product tools and technologies is available.
An administrator has three basic groups of tasks to perform on Windows Server 2003 Release 2: run the setup program to install the binaries on the server, configure the server for the network and for users, and manage the server on a daily or as-needed basis.
Setup provides a complete installation of Windows Small Business Server 2003, Exchange Server 2003, and Windows SharePoint Services. Setup first installs the Windows Server 2003 for Small Business Server operating system and then configures the operating system in preparation for installing tools and applications.[6] Specific actions performed during setup include:
Windows Server 2003. Setup configures the operating system based on best-practice implementations for installing server tools and applications. For example, during Setup, the domain is automatically installed and configured.
Exchange Server 2003. Exchange Server 2003 is configured specifically for the small-business environment. This includes options such as setting the deleted items retention, setting mail quotas for the Exchange mailboxes, and enabling circular logging.
Windows SharePoint Services. Setup installs a preconfigured intranet solution using Windows SharePoint Services. Setup installs the necessary intranet pages and site folders, configures the subscription service and creates an Incoming Faxes document library.
The To Do List automatically appears following the installation of server components, giving novice and veteran administrators a convenient list for completing additional configuration tasks.
After completing the initial setup the administrator is presented with a To Do List (Figure 2). The list shows which steps need to be completed, provide a checklist to keep track of the configuration process, and link to help files that explain each task and suggest configuration options. This makes it easy for novice administrators to configure the server without requiring any knowledge of the underlying software.

Figure 2. The To Do List includes the steps needed to complete the configuration process.
The Configure E-mail and Internet Connection Wizard (CEICW) enables administrators to easily configure the server for network connectivity. It configures network, firewall, intranet, and e-mail settings. By using a wizard to set up the relevant connections “under the hood,” it ensures the settings are properly configured for connection to and interaction with the Internet. The wizard is sophisticated enough to configure one or two network adapters on the server, and to configure and manage settings on any Universal Plug and Play (UPnP) router or firewall device connecting the local network with the Internet. The wizard performs the following:
Tasks that previously took hours now take minutes. The wizard works directly with the necessary network services and with Active Directory to ensure that all services work smoothly together. The wizard can be run at any time, making it easy to change settings when needed (such as changing ISPs).
One of the most common tasks faced by any system administrator is creating user accounts and configuring computers for those users. The To Do List includes an Add Users and Computers wizard (Figure 3) that provides an integrated way to add new user accounts. This wizard creates the user account in Active Directory; creates a mailbox in Exchange; grants access to network resources, including the company intranet Web site, shared files, and printers; and creates a home folder on the server to store personal files.

Figure 3. The Add User Wizard configures all the necessary settings for users on the network.
User templates make the process of adding users faster because common settings can be defined and reused multiple times. The Add User Wizard can be started in bulk mode, which enables administrators to add multiple user accounts with one instance of the wizard.
The Windows Small Business Server 2003 Release 2 backup solution was created as a direct result of feedback from customers and technology providers. This solution is designed to help customers back up their servers more easily and successfully and to guide them through the restore process, ensuring the success of their backup strategy.
The Backup Wizard guides administrators through the creation and implementation of a successful backup schedule. The Backup Wizard prompts administrators to create a backup schedule and leads them through the process of deciding what to back up, when to perform backups, and where to store the backed up information. By default, it backs up all the system, application, and data files needed to completely restore the server. This includes file shares, My Documents folders redirected from client computers, and files stored in the company’s Exchange mail store and SharePoint site.
In this wizard, administrators can configure the following:
In addition, administrators benefit from the following features:
The backup process generates reports for individual backups and indicates the success or failure of a particular backup. The report can be viewed in the Server Management console (Figure 4) and it is also incorporated into the reports generated by the Monitoring and Reporting console.

Figure 4. The Backup component provides easy access to common backup tasks and an at-a-glance reporting feature.
The server can back up to tape, to another hard drive in the server, removable USB or IEEE 1394 (“FireWire”) drives, or to a shared folder on any computer in the network. It generates reminder alerts to the appropriate person when it is time to change the tape and notifies the designated person of the success or failure of each backup. The Backup component also generates a document that completely describes the process of restoring individual files or the entire server. This provides a solid foundation for recovering a server due to hardware failure or as part of a disaster recovery procedure.
A problem for any administrator has been how to keep computers up to date with critical updates and service packs. Even with desktop updates enabled, individual computers (both desktop and server) may not properly apply an update or service pack, and an administrator cannot determine whether the computers on a network are up to date.
The answer is Windows Software Update Services (WSUS). WSUS connects to the Microsoft Update service and then downloads and stores updates and service packs on the server. It can then deploy the updates throughout the network to both desktops and servers. Critical updates are issued automatically; optional updates and service packs are downloaded but held until the administrator approves them for deployment. WSUS reports on successful updates with a “green check” (see Figure 5), notifying the administrator that the network is up-to-date.

Figure 5. The “green check” status report shows that all computers on the network are up to date.
If there are conditions that preclude the network from getting a “green check,” it is specifically noted in the report so that an administrator can follow up on the noted conditions (see Figure 6).

Figure 6. If there are conditions that preclude the network receiving a “green check,” the report will indicate the conditions and corrections needed.
The Monitoring Configuration Wizard sets up alert notifications, configures application logging, and generates server performance and usage reports. Administrators can receive performance and usage statistics reports on a scheduled basis and receive immediate alerts when an issue arises on the server. Business owners can view the usage statistics report on a security-enhanced Web page on their intranet. The different types of reporting are:
The Monitoring and Reporting console shown in Figure 7 provides a central location for viewing monitoring and usage data and lists tasks for configuring reports and alerts. The console also contains links to more information and other troubleshooting tools, such as Event Viewer, Task Manager, and Service Manager.

Figure 7. The Monitoring and Reporting console provides a status summary, links to report details, and links to administrative tools such as the Services console or Event Logs.
Once you have configured Windows Small Business Server 2003 Release 2, you can install the premium components. These are available on a separate CD or in a separate folder on the DVD. You must run the respective setup programs for SQL Server 2005 Workgroup Edition or Internet Security and Acceleration Server 2004. If you install ISA Server 2004, you will need to run CEICW again in order to properly configure your new firewall, filtering, and monitoring capabilities.
FrontPage 2003 can be installed on a single computer on the network. It is suggested that it be installed on an administrator’s workstation rather than the server running Windows Small Business Server 2003 Release 2.
Once the tasks on the To Do List have been completed, server management is done by using the Server Management Console (Figure 8). It is the one-stop management console for the small-business network. Like the To Do List, it is organized using a task-based format.

Figure 8. The Server Management console displays management tasks, rather than sets of tools, giving administrators an easy way to identify appropriate tasks at a glance.
Advanced administrators also have the choice of using Microsoft Management Console (MMC)-based management tools, a subset of which is accessible by expanding the Advanced Management object. The full complement of standard management tools are still available in the Administrative Tools folder located on the Start button.
The Manage Users
console (Figure 9) is where many administrators will spend their time. It
displays a list of all users in the domain, along with e-mail addresses and other
contact information. The left side of the pane contains frequently-needed
tasks, such as adding one or more users, changing mailbox and disk quota limits
for that user, and the ability to offer remote assistance to users. All
user-oriented tasks are located in one console, making it easy for novice and
veteran administrators alike to perform routine tasks.

Figure 9. The Manage Users console eliminates the need to hunt for the right tool for everyday tasks.
Just as with users, there is also a console for managing computers on the network. The Manage Client Computers console (Figure 10) brings together the most frequently needed tasks for managing computers in the domain. Administrators can easily set up computers, set up and assign applications to computers, and manage the computers remotely without sorting through numerous other consoles to get the job done.

Figure 10. The Manage Client Computers console makes it easy to set up and manage computers on the network.
The Manage Client Access Licenses console (Figure 11) helps administrators work with the CALs that are required for clients to access the Windows Small Business Server 2003 Release 2 network. Administrators can install per-user and per-device CALs, purchase additional licenses, make backups of the licenses, and keep track of the “high water” license usage and budget appropriately for additional licenses.

Figure 11. The Manage Client Access Licenses console helps keep track of a vital business asset – the licenses needed to access the network.
The Manage your company’s internal Web site console (Figure 12) makes available links to management and monitoring tools that are used to ensure the Web site stays healthy. The intranet Web site (also known as “Companyweb”) works in conjunction with Windows SharePoint Services to provide the powerful management and collaboration tools used by employees.
If you want to create an external Web site for your business, you can build it using your favorite Web design software and then publish it to your Web server. The links listed here will launch the appropriate management consoles, including the Internet Information Services management console, so you can set up the necessary folders, permissions, and other Web details needed to support your external Web site.

Figure 12. The management tools for your internal Web site are easy to find and straightforward to use.
The Manage Internet and E-mail console (Figure 13) consists primarily of links to server configuration wizards, along with links to hardware-specific wizards. Some of these tasks may never be needed by an administrator; but when they are, the wizards listed here can save hours of time by making the necessary edits to server settings in one pass.

Figure 13. Nearly all the important, Internet-related configuration and management tasks can be launched from this console.
Server-based IT solutions deliver savings in time and effort needed to administer them. But no matter how competent the server, the solution must help the true end users: the business employees who will work with the solution as part of their daily routine.
Windows Small Business Server 2003 Release 2 delivers significant savings to administrators and to end users. Setting up client computers is easier than ever, and users bringing their existing desktops onto the network will find their settings and applications preserved. Powerful Web-based tools make it easy to share information and work with documents in a collaborative environment, and even retrieving “lost” information is only two clicks away.
Users will also find that they can work with information from any computer connected to the Internet. The Remote Web Workplace is the starting point for remote access to e-mail, shared information on the network, and even the user’s computer at work. All of these tools make it easier for people to deliver results faster, collaborate on achieving business goals, and working with customers in a more effective manner.
One of the
most time-consuming tasks for administrators and end users was configuring a
computer for connection to a network. Computer names and user names had to be
added to the local computer, applications assigned, and shares configured. Even
with automation, at some point user intervention was required.
With
Windows Small Business Server 2003 Release 2, these tasks are automated. Once
the user and computer settings have been configured on the server, all which is
required is connecting to the server running Windows Small Business Server 2003
Release 2 using a Web browser. With only a user name and password, the computer
can log onto the server and the computer will be automatically configured with
the correct information and settings. The Connect Computer Wizard (Figure 14) performs
the necessary changes to the local computer’s registry, applies the necessary
group policy objects, and will install any applications that have been assigned
to this computer. While administrators
are likely to add the computers to the domain, the process is easy enough that
end users can join the computer to the domain with minimal instruction.

Figure 14. The Connect Computer Wizard automates the process of adding a computer to the domain and configuring it with the appropriate user accounts.
Windows Small Business Server 2003 Release 2 now supports
migration of client profiles during use of the Connect Computer Wizard.
Migrating profiles eases the transition for businesses buying a first server to
migrate from an existing peer-to-peer network to a server-based IT solution.
As part of the server installation an internal Web site, or intranet, is created and a pre-configured Web site is made available to users on the network (Figure 15). It is based on Windows SharePoint Services and it improves productivity through knowledge sharing and team collaboration. The intranet site provides a centralized location where users can work together on business information, share documents, and communicate with each other about company projects. For example, users can post documents into shared document libraries, view the company’s vacation calendar, enter a request to the help desk, and participate in a survey or discussion group.

Figure 15. The company intranet Web site, called
Companyweb, is the central clearinghouse and meeting place for business
documents and information.
The company intranet site can be customized with the corporate logo and look and feel. There are also a growing set of SharePoint add-ins called Webparts for a wide variety line-of-business applications. These Webparts give the company and individual site users the ability to customize one or more pages with information that is pertinent to a particular project, or useful to the company as a whole. The intranet site is flexible enough that it will grow and improve along with the company itself.
Some of the features of the intranet Web site include:

Figure 16. The default set of folders and lists is comprehensive, but it can be used, modified, or deleted as needed by the company.
In any environment that involves users and data there is always the risk that documents may be accidentally overwritten with data. In the past, when a document was overwritten, a version had to be restored from a backup tape, which often took hours to accomplish. With Windows Small Business Server 2003 Release 2, end users can restore previous versions of files without requiring intervention by an administrator. By redirecting My Documents from the client PC to the server, the automatic back up protection of the network allows users to quickly recover a previous version. In the Document Properties dialog box, an end user clicks the Previous Versions tab and then selects the version to restore (see Figure 17). The Volume Shadow Copy feature restores the earlier version in seconds, not hours, and the user can continue working with the correct document version.

Figure 17.
Restoring a previous version is only two clicks away.
The Remote Web Workplace (RWW) is a dynamically created Web page that provides a single, secure entry point for remote users to access business information using a Web browser. It enables employees to connect effectively with customers by providing one place from which e-mail, company information, and even the employee’s desktop can be accessed from outside the company firewall. The RWW log in screen (Figure 18) is available from any computer on the Internet.

Figure 18. The Remote Web Workplace is a secure portal for accessing company information.
Once connected, employees will see several options listed (Figure 19). They are:
Other options may be available on RWW, depending on how it was configured by the administrator. These may include links to applications running on a terminal server, a downloadable connection manager for configuring remote computers to access the network, and possibly shared files or folders that do not reside on the intranet Web site.

Figure 19. Remote Web Workplace consists of links to office resources that are available to remote users.

Figure 20. Outlook Web Access provides access to all the resources available on Exchange, but all the resources remain on the server and are not downloaded to the remote computer.
When administrators connect to Remote Web Workplace, they are presented with a somewhat different view (Figure 21). It allows administrators to connect to servers, desktop computers, view performance and usage reports, and maintain the intranet Web site. These features are remarkably useful for administrators who may not be on site when problems occur; rather than driving to the business office to correct a problem, many such problems can be resolved over the Internet without requiring an on-site visit.

Figure 21. RWW presents a somewhat different set of options to the administrator logging in remotely.
Mobility is a feature in Windows Small Business Server 2003 Release 2 that provides an easier way for technology professionals to support their customers’ mobile devices. Users of Windows Small Business Server 2003 Release 2 can easily configure their portable devices to access e their e-mail, calendar, and task information from their server over the Internet. The mobility solution in Windows Small Business Server 2003 Release 2 simplifies the setup and provisioning of devices running Microsoft Windows Mobile™ 5.0 software. For more information about configuring mobile devices to connect through Remote Web Workplace, see the whitepaper on the Microsoft Web site (http://go.microsoft.com/fwlink/?LinkID=62797).
Windows Small Business Server 2003 Release 2 incorporates the highly dependable and manageable Windows Server 2003 operating system as its core engine as well as the robust messaging system Exchange Server 2003. As part of the Windows Server 2003 family, Windows Small Business Server 2003 Release 2 delivers the familiar look of the Windows operating system that consumers already know. When small-business users look for the Windows Server product that is right for them, the clearly branded Windows Small Business Server 2003 Release 2 will be the obvious—and most optimal—choice. Windows Small Business Server 2003 Release 2 provides first-class technology in an integrated solution tailored to meet the needs of small businesses—whether it’s the only server or the center of a multiserver network—delivering great value to solve the problems that small businesses face every day.
[2]
IDC –
[4]
IDC –
[5] Actual requirements will vary based on system configuration and the applications and features selected for install. More information is available on the Microsoft Web site (http://go.microsoft.com/fwlink/?LinkID=20999).
[6] Because there are many different ways to add a server running Windows Small Business Server 2003 R2 to a network, it is not feasible to cover all the options in this document. For more information on planning, migration and installation, see the Windows Small Business Server technical documentation on the Microsoft Web site (http://go.microsoft.com/fwlink/?LinkID=17117).