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  • Busting the Myth: You cannot cluster Windows Small Business Server

    The following article is written by Mitch Garvis (@MGarvis) and also appears on The World According to Mitch.

    DamirB-BlogSignature


    Microsoft created Windows Small Business Server as a one-box solution for companies that did not need more. It has always been a hobbled product, based on Windows Server Standard, but limited in things like domain trusts, FSMO roles, and more.

    Of course even if it were based on Windows Server Enterprise, the idea of creating a failover cluster for a product designed to be a single-server solution seems a little silly… or at least it would have in the late 1990s, when SBS was first delivered.

    Welcome to the world of virtualization and the free Windows hypervisor.

    Over the past several months I have written several articles on using free tools from Microsoft to create a failover cluster using the free Hyper-V Server 2008 R2 SP1 as the hypervisor, and the free Microsoft iSCSI Software Target 3.3 as the Storage Area Network (SAN) device (see the articles outlined in IT Pro Connection & the TechNet Flash for details).

    While it is not licensed to be a virtualization host, there is no reason why Microsoft Windows Small Business Server cannot be a virtualization guest. Of course, it would require a little extra planning – if you plan to use the Fax service, for example, or if you rely on USB hard drives for your backup – but other than that, I am not aware of any limiting factors.

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    In this diagram you see the physical infrastructure required; the Virtual SBS box resides on the iSCSI Target and is homed by one of the nodes in the cluster at any given time. It should be noted that this can be expanded to up to 16 cluster nodes, but two is not uncommon for smaller organizations.

    This solution, it should be mentioned, it not free. There are a number of costs involved, which I will outline. However for a small organization that knows the dangers of their entire business relying on a single piece of hardware, the costs involved are often less than the potential downtime should your physical server fail.

    Costs:

    • Instead of a single server to run SBS you need three: two virtualization hosts and one for the software iSCSI target.
    • One license of Windows Server 2008 R2 SP1 (to run the software iSCSI target)

    While there are other costs involved (storage, networking) they are all a big ‘it depends’. If you do have a SBS box that your business relies on, and you cannot afford downtime (who really can?) then these costs should be factored into the cost of doing business, and should be considered business critical. In other words, invest in proper server hardware (HP ProLiant is a good choice!) rather than trying to do it on the cheap with white boxes or even worse, workstation-class hardware. You may not think to thank me for it when everything is running smoothly, but you will remember reading this and regret not following my advice if you do not heed it and everything comes crashing down!

    One more thing you should always remember: Take the time to familiarize yourself with all of the tools involved. Build it in a lab environment that you can try out and make mistakes on before finally implementing the real thing. When you do build it, TEST IT… Failover Cluster Manager has a feature to simulate cluster node failures… or if you want to really test it, try unplugging the network cable from the owner node. Your Highly Available SBS should restart within seconds on the second node.

    Remember that you are now adding a level of complexity to your SBS environment that you never had before, and one for which SBS was not designed; it will work, but as you are now working outside of the box, you have to start monitoring outside the box. Make sure that your cluster is healthy every day; if you have a tool such as Microsoft System Center Essentials 2010 that monitors your network, implement the Clustering Management Pack. If you use a third-party managed service provider (such as CharTec) then make sure that they know to monitor this solution for you.

    Now that you know how to do it… Plan, Implement, and Enjoy! I always welcome your comments on how you loved – or hated – my recommendations clip_image004

  • SBS 2003 to SBS 2008 Migration Successes

    I received the following post from Philip Elder of MPECS Inc, and Edmonton based SBS specialist.  As hardware nears its end of life more and more people are starting to migrate their SBS installations to new hardware and in the process moving to SBS 2008 as well.  Philip has done a number of migrations and has some thoughts to share.

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    Now that we have been into a number of different SBS 2003 to SBS 2008 migrations, it is perhaps a good time to share some thoughts on those experiences.

    The first thought that comes to mind is that the Microsoft method for migrating is not an easy one. But, it goes without saying that any migration process is not easy.

    We are talking about taking a very complicated piece of software in Small Business Server 2003 that has since had third party applications installed on it, updates, patches, and service packs installed on it, and then any number of customizations to meet the client’s particular needs and moving the entire domain and the server’s contents over to a new box running Small Business Server 2008.

    There are two reasons why we dove into the Microsoft method:

    1. An oncoming migration was well before Jeff’s new methodology was going to be ready.
    2. Constanza Zalba sent an invitation to present on migrations since we were running through trials to figure out the Microsoft method.

    The greater the number of migrations that we have run through, the better prepared we have become for jumping into any migration request.

    The second thought that comes to mind is that there was a huge difference between migrating an existing client’s SBS network that we have been a part of since day one and a new client whose network we have never touched.

    In the former case, we are aware of everything that is running on the server and clients and how they all work together to provide our clients with the best possible user experience.

    In the latter, there can be any number of things that come together to cause a hiccup in the migration process that can be worked through. There are times though, where those things can bring about a complete melt down of the process.

    Even worse, when we are starting out at ground zero with a new client and did not get enough time to scope the source server completely we may get the, “Where is my Line of Business application?” question that may really throw us for a loop after the source server has been completely decommissioned and taken offline.

    At that point the, “But you did not tell me about that LoB when we were in discussions about the migration” excuse will not work.

    Having a good fallback plan and an excellent image based backup of the source server before being touched and at each stage of the migration process will pay off. A good System State before being touched is an excellent way to step back if things choke before the mailbox move step.

    And therein lies the two keys to having successful SBS Migrations:

    1. Planning, a good backup, more planning, and a thorough questionnaire for the client.
    2. Experience.

    The first gives us as much information in as short amount of time as possible.

    The second prepares us to deal with the messes left by other folks that did not really understand how Small Business Server was supposed to be set up, configured, and managed.

    Between the two we can be pretty confident about quoting out a set price on the migration and coming away with a fairly accurate or better margin on the deal.

    Always remember the Star Trek engineer’s rule of thumb:

    • Quote 2 and do it in 1.

    Philip Elder
    MPECS Inc.
    Microsoft Small Business Specialists
    Co-Author: SBS 2008 Blueprint Book

  • Deploying a Small Business (Part 1)

    With all the announcements, release of new products and technologies and changing business needs it is hard to keep up.  VMWare releases a free version of ESX, Hyper-V is released, Hyper-V Server is announced and will be available shortly, Small Business Server 2008 hits the RTM stage etc...  How does one keep up?  How does one decide?  Deploy now or wait? How does one get the skills to deploy and manage?

    All tough questions that recently faced by Allerion Oilfield Services located in Guelph, Ontario.  Allerion recently moved to a new building in Guelph and at the same time decided an infrastructure update was in order.  No time like construction time to ensure all the required components were in place to support the planned infrastructure.  If you have ever run CAT5 you know how much easier it is to do BEFORE the drywall goes up :)  Jeff Heath, the owner of Allerion, realized the upside that a proper IT infrastructure could provide but Jeff is a business guy who has spent his career managing businesses and while he is a gadget guy when it comes to the systems required to run his business more efficiently he knows it is time to call in the professionals.

    Jeff knew exactly what he wanted.  He wanted a secure, reliable infrastructure that would provide the services required to host his business critical applications that are used in the office, on the road and at a remote site in Sarnia.  He also knew that he wanted to use Jonas Construction Software as his line of business tool.  What he didn’t know was Small Business Server 2003 R2, Windows Server 2008, Microsoft Terminal Services, Hyper-V or how that would equate to what he wanted.

    Enter the professionals, namely Synergenics.  Synergenics is a Guelph based solution provider that faces the same challenges as any other.  How to keep up to date on the latest technologies while still providing service to its clients.  Sure they could send people to training course after training course to keep up, but as anyone who has worked, or is working for a solution provider you make your money out in the field, not the classroom.  They keep up as best as they can, taking a training course when they can, updating certifications when necessary all while keeping their customers up and running.

    This situation looked like an ideal one for me to help.  By combining our efforts; Jeff, Bob from Synergenics and myself were able to design a solution that met the needs of the business, that was ready to support future technologies and even included some of the latest and greatest technology available along with some on the job training to get a few of the guys at Synergenics familiar with Hyper-V.  This is a quick graphic of what we designed.

     

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    The core of the system is based around Windows Small Business Server 2003 R2.  This is a tried and tested system that was a perfect choice for Allerion.  It provided the SQL database for the Jonas software, as well as email services, centralized management and security.  After speaking with Jeff and Bob we also decided to purchase Software Assurance with SBS 2003 R2 as SBS 2008 was around the corner.  This gave them the option to upgrade to SBS 2008 when the time was right whether that is next month or next year. Bob and the staff at Allerion are well versed in SBS 2003 R2 and were quick to design, build and deploy the SBS sever into the new Allerion offices.

    The Jonas Construction Software is a construction management solution that utilizes a SQL back end.  Users access the application via a remote terminal session.  This naturally led to the implementation of a Windows Terminal Server.  Given the requirement to access the application from with the office in Guelph, the remote office in Sarnia, a hotel in UAE or an oilfield in Northern Alberta this made sense and was a no brainer decision.  Again Bob and the Synergenics staff was on top of things designing a server to run Terminal Services.  But it didn’t end there.

    You probably noticed that one of the servers was running Hyper-V.  We’ll go into that in part 2 of this blog post!

  • Rodney's Road Trip

    roadtrip

    Ahhh! September is here, the nights are getting cooler, the sun is going down earlier and we are starting to get into the swing of things.  With the team prepping for the AlignIT Tour and TechDays we'll be coming to a city near you.  I really love getting out on the road, talking with like minded IT folks, sharing stories, experiences, knowledge and the odd pint ;)  So when my travel calendar came out and it said I was stuck in the GTA until I head to Montreal early November for TechDays I figured I needed to do something to get out on the road sooner.  Luckily I found out Stuart Crawford and SAMUC are holding a loadfest on September 27th and when I made arrangements to be there for his event I pinged a few user groups and arranged for some additional visits along the way! 

    If you are near any of the following cities, I'd love to see you come out to the user group meetings, join the conversations and have a pint.  You can find out about the events at the following URLs...

    September 23rd - Winnipeg IT Pro User Group - Windows Server Fail Over Clustering - This session is a preview session for one of the sessions in the IT Pro track at TechDays.  The really cool part about this is at the end of the session you'll be able to go home and perform all the demos yourself (NO I am NOT giving all attendees a 2 node cluster to take home :) )  Sound interesting?  Well then register for this event already!

    September 24th - Regina IT Pro User Group - Windows Server Fail Over Clustering - This is the same session as I will be delivering in Winnipeg.  You can get the details on the Regina meeting at www.regitpro.ca

    September 25th - Edmonton Microsoft User Group - Windows Small Business Server 2008 - Small Business Server 2008 has been released and there are some big changes in the versions, user experience, security, well actually almost every aspect so I am not going to list them all.  I've also recruited an Edmonton based SBS expert, Philip Elder, to join me and drive the demos and offer some real world advice on SBS and his experience so far with SBS 2008.  Information and registration is available at www.emug.ca

    September 27th - Souther Alberta Microsoft User Community - LoadFest 2008 - This is a full day session where you can get the inside scoop on new technologies like Windows Server 2008 and Hyper-V, Small Business Server 2008, SharePoint Server and Response Point.  There are a variety of speakers each covering off different portions of the day and I'll be handling the Hyper-V and SBS 2008 portions.  Should be a great day and if you want to come out you can register here.

    I also have a few extra things lined up along the way and you'll be able to follow my travels on my Twitter feed so start following me!

  • SBS 2008 Launch - Your Input Is Requested

    I was speaking with the SBS/EBS product manager the other day and she asked my opinion on the upcoming SBS/EBS Launch she is planning.  I said why not ask the potential attendees and she agreed.  She wrote up this post for our blog.  Got some ideas, comments, concerns you want to share?  Well here is your chance!

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    Constanza Headshot 1 - For Media So now that SBS 2008 has RTM’ed - What do you want to see as part of the Canadian SBS & EBS 2008 launch plans?

    So here I am, writing my first blog posting.  And before I start – I just want to say thank you Rodney for allowing me to try out this whole “blogging thing” on his space.  I hope I make you proud. :)

    Whether it was at SMB Nation in Toronto, our “First Looks at SBS and EBS 2008” sessions as the SBSC Tour, Energize IT 2008 or at User Groups across the country, I had the opportunity to meet many of you “SBSers” and “potential EBSers” out there in May and June when we went out to the community to introduce these 2 upcoming technologies.

    For those of you I have not met yet – please allow me to introduce myself.  I’m the Product Manager for SBS and EBS here in Canada.  I’ve been at Microsoft for 4 years now, spending my first 2.5 years within the Partner Marketing team where I found my passion for the SMB community.  I’ve always had a real admiration for the entrepreneurial spirit – and it’s in the SMB space where I have met so many of you out there that get up every morning and say “I want to change something.  I want to create something. I’m going to take a risk and do something different”.

    Which leads me to why I’m writing this post -- which is – that I want to “change something, create something, do something different” for the SBS/EBS Launch.  So I’m keen to understand what exactly you guys need from us.  How do we make the arrival of this next version of SBS and the entrance of this new midmarket server (EBS) into Canada, something that you (or your customers) get excited about?!  How do we help you (or your customers) adopt it?!  What are your challenges?  How do we help you succeed?

    As we figure out the Canadian SBS/EBS launch plans for the October/November timeframe, it would be really helpful to hear from you on what you need from us. So give me a shout. Email me: czalba@microsoft.com. Call me: 905-363-8683. Whatever works. But let me know what you'd like to see in Canada for SBS/EBS. I really do want to hear from you.

  • SBS 2008 RTM a Deal and a Free Exam!

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    So I was off last week and just went through my email and my RSS feeds and found three things related to SBS 2008 that might be of interest.  First off, SBS 2008 has been released to manufacture.  Now there is a lot that is different in SBS 2008 but a lot that is the same.  I'm working on getting this information together to fill you in on the details but you can find out more at the SBS 2008 portal now.

    Now if you are about to buy and/or sell SBS 2003 R2 there is an offer you should know about.  First off be sure you are buying SBS 2003 R2 (either edition) with Software Assurance (aka SA) as this will give you the upgrade rights to the same edition of SBS 2008 when it becomes available through the regular channels.  This is going to cost roughly $100-200 more but to offset this there is a $100-200 rebate (again depending which version you purchase) that is available to cover that additional cost.  You can find out more here https://sbsrebate.com/home.aspx  It should be noted that there will be a price increase for SBS 2008 so you might want to take advantage of this before the October 31st 2008 deadline.

    Lastly I was catching up on Philip Elder's blog (one of my favourite Candian SBS bloggers) and saw that there is a free beta exam offer on for the 71-653: TS Windows Small Business Server 2008 Configuring going on.  You can get the code in his post on the subject here http://blog.mpecsinc.ca/2008/08/sbs-2008-free-beta-exam-71-653-until.html

  • Another .LOCAL post - SBS 2008, EBS 2008

    Just to be clear - this is an unsolicited blog post on this .local discussion. For those of you who do not know me - I come from an Enterprise background and not from a small business background.  I opened my mouth on the .local discussion a while back and it's now the inside joke that I'm the anti-".local" guy (quiet Calvin!). I have in no way expressed an opinion on going one way or the other. :-)

    SBS 2008 and EBS 2008 launch timeframes were announced at the Worldwide Partner Conference earlier this month. A number of you have already been involved in trying them out with our public previews or private Beta Programs over the last while. You can still get the bits now and try them out yourself from www.multiplyyourpower.com.

    Mitch Garvis has been working in the SBS space and has been involved in both the EBS 2008 and SBS 2008 beta process. He sent me this post on .local and I thought it would be a nice thing to share with the broader community.

    Do you think going .local vs. a sub domain makes a difference? My thoughts - do what's right for you and your clients. Mitch raises some interesting points in this post - well worth a discussion over pints sometime.

    Rick 
    Team Blog | Twitter | Facebook | LinkedIn

    P.S. feel like letting your writing side show a little? Drop the team a note with the EMAIL contact button (top left) to let us know - we're ALWAYS looking for Canadian IT Professionals who want to connect and share their stories here on the blog.

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    Mitch Garvis (Toronto)

    I get it, and I do not get it… but mostly I just don’t get it.

    A little over two years ago Rick Claus (IT Pro Advisor at Microsoft Canada) and I had a discussion about .local domain naming in Small Business Server. Until that point I had used this default naming for all of my client’s domains (companyname.local) but Rick’s arguments convinced me that it was not a best practice, and since then I have recommended a different practice – such as local.companyname.com. It does not have the same limitations with regard to future growth. It was one of my early steps along the transition path from SBSer to IT Professional.

    A few months ago when I installed an early beta of SBS 2008 (codenamed Cougar) I was pleased to see that although the .local option was still there, it was no longer ‘strongly recommended’ with pop-up warnings and such.

    I have since installed later betas and had not given it much thought until a few days ago I was working on a test box and realized that my domain name was swmi.local. I know I had not opted for that, and decided to create a new virtual SBS box to see what that was about. Lo and behold the product team has decided to go the other way, and not even give you the option of choosing your own Internet routable domain name.

    I get it: Windows Small Business Server is meant to be easy. Installation and management are supposed to be easy enough so that a non-IT Pro can do it. When I was first introduced to SBS in 2003 the example was of a dentist setting up his server for his small practice, and though dentists are generally intelligent, they are not IT Professionals.

    Of course SBS (moreso SBS 2003 than 2008) is a more complicated environment than many would like to believe, and the focus seemed to shift quickly to the Small Business IT Consultant who (usually) know and understand the inner workings of SBS and who could be trusted to take care of the servers and networks of their clients.

    Of course the argument has been made that because these Small Business IT Consultants were not (generally) MCSEs and MCSAs with an in-depth understanding of DNS, it should be made as simple for them as possible… and because of security concerns many (SBSers) have argued with me that the non-routable DNS naming was an advantage, and that most of their clients never ran into that issue; most had never installed a Transition Pack.

    By removing the option, DNS naming in SBS is easier than ever to understand for the average Small Biz IT Guy.

    …and I don’t get it: As a big proponent for Small Business Server I have also been an outspoken advocate of letting SBSers use SBS as a way to learn the enterprise technology and then they have the option of being a better informed IT Professional in the SBS space, but also should they choose to dabble in the enterprise space they have the basis on which to grow. Forcing the .local domain names is just one more way that the product group is molly-coddling the low-end guy and making it comfortable for him to coast where he is rather than possibly grow.

    Microsoft makes a big deal of touting that the components in Small Business server are full and un-crippled versions of the enterprise products, allowing SMBs to afford the same technologies as their larger competitors and if not leveling the playing field then at least making it a fairer fight.

    To be fair: It should be noted that the OOBE tool in SBS allows you to create an answer file, which can then be modified to get around this limitation. However that is just a long way around and an assurance that in three years the next SBSer who comes to look at your network will have one more thing he will not understand. ‘dot com? Nobody said anything about dot com! Where is my comfortable dot local?’

    Ok, I exaggerate on that one but let’s be honest… who does it hurt to give us the option of using a TLD (Top Level Domain) if we choose to?

    <Mitch lowers and shakes his head as he turns to step down off his soap box>

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