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O F F I C I A L M I C R O S O F T L E A R N I N G P R O D U C T

20413A

Designing and Implementing a Server

Infrastructure

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ii Designing and Implementing a Server Infrastructure

Information in this document, including URL and other Internet Web site references, is subject to change without notice. Unless otherwise noted, the example companies, organizations, products, domain names, e-mail addresses, logos, people, places, and events depicted herein are fictitious, and no association with any real company, organization, product, domain name, email address, logo, person, place or event is intended or should be inferred. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation.

Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property.

The names of manufacturers, products, or URLs are provided for informational purposes only and Microsoft makes no representations and warranties, either expressed, implied, or statutory, regarding these manufacturers or the use of the products with any Microsoft technologies. The inclusion of a manufacturer or product does not imply endorsement of Microsoft of the manufacturer or product. Links may be provided to third party sites. Such sites are not under the control of Microsoft and Microsoft is not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. Microsoft is not responsible for webcasting or any other form of transmission received from any linked site. Microsoft is providing these links to you only as a convenience, and the inclusion of any link does not imply endorsement of Microsoft of the site or the products contained therein.

© 2012 Microsoft Corporation. All rights reserved.

Microsoft and the trademarks listed at http://www.microsoft.com/about/legal/en/us/IntellectualProperty /Trademarks/EN-US.aspxare trademarks of the Microsoft group of companies. All other trademarks are property of their respective owners

Product Number: 20413A Part Number: X18-77009 Released: 12/2012

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MICROSOFT LICENSE TERMS

MICROSOFT INSTRUCTOR-LED COURSEWARE

These license terms are an agreement between Microsoft Corporation (or based on where you live, one of its affiliates) and you. Please read them. They apply to your use of the content accompanying this agreement which includes the media on which you received it, if any. These license terms also apply to Trainer Content and any updates and supplements for the Licensed Content unless other terms accompany those items. If so, those terms apply.

BY ACCESSING, DOWNLOADING OR USING THE LICENSED CONTENT, YOU ACCEPT THESE TERMS. IF YOU DO NOT ACCEPT THEM, DO NOT ACCESS, DOWNLOAD OR USE THE LICENSED CONTENT. If you comply with these license terms, you have the rights below for each license you acquire. 1. DEFINITIONS.

a. “Authorized Learning Center” means a Microsoft IT Academy Program Member, Microsoft Learning Competency Member, or such other entity as Microsoft may designate from time to time.

b. “Authorized Training Session” means the instructor-led training class using Microsoft Instructor-Led Courseware conducted by a Trainer at or through an Authorized Learning Center.

c. “Classroom Device” means one (1) dedicated, secure computer that an Authorized Learning Center owns or controls that is located at an Authorized Learning Center’s training facilities that meets or exceeds the hardware level specified for the particular Microsoft Instructor-Led Courseware.

d. “End User” means an individual who is (i) duly enrolled in and attending an Authorized Training Session or Private Training Session, (ii) an employee of a MPN Member, or (iii) a Microsoft full-time employee. e. “Licensed Content” means the content accompanying this agreement which may include the Microsoft

Instructor-Led Courseware or Trainer Content.

f. “Microsoft Certified Trainer” or “MCT” means an individual who is (i) engaged to teach a training session to End Users on behalf of an Authorized Learning Center or MPN Member, and (ii) currently certified as a Microsoft Certified Trainer under the Microsoft Certification Program.

g. “Microsoft Instructor-Led Courseware” means the Microsoft-branded instructor-led training course that educates IT professionals and developers on Microsoft technologies. A Microsoft Instructor-Led

Courseware title may be branded as MOC, Microsoft Dynamics or Microsoft Business Group courseware. h. “Microsoft IT Academy Program Member” means an active member of the Microsoft IT Academy

Program.

i. “Microsoft Learning Competency Member” means an active member of the Microsoft Partner Network program in good standing that currently holds the Learning Competency status.

j. “MOC” means the “Official Microsoft Learning Product” instructor-led courseware known as Microsoft Official Course that educates IT professionals and developers on Microsoft technologies.

k. “MPN Member” means an active silver or gold-level Microsoft Partner Network program member in good standing.

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l. “Personal Device” means one (1) personal computer, device, workstation or other digital electronic device that you personally own or control that meets or exceeds the hardware level specified for the particular Microsoft Instructor-Led Courseware.

m. “Private Training Session” means the instructor-led training classes provided by MPN Members for

corporate customers to teach a predefined learning objective using Microsoft Instructor-Led Courseware. These classes are not advertised or promoted to the general public and class attendance is restricted to individuals employed by or contracted by the corporate customer.

n. “Trainer” means (i) an academically accredited educator engaged by a Microsoft IT Academy Program Member to teach an Authorized Training Session, and/or (ii) a MCT.

o. “Trainer Content” means the trainer version of the Microsoft Instructor-Led Courseware and additional supplemental content designated solely for Trainers’ use to teach a training session using the Microsoft Instructor-Led Courseware. Trainer Content may include Microsoft PowerPoint presentations, trainer preparation guide, train the trainer materials, Microsoft One Note packs, classroom setup guide and Pre-release course feedback form. To clarify, Trainer Content does not include any software, virtual hard disks or virtual machines.

2. USE RIGHTS. The Licensed Content is licensed not sold. The Licensed Content is licensed on a one copy per user basis, such that you must acquire a license for each individual that accesses or uses the Licensed Content.

2.1 Below are five separate sets of use rights. Only one set of rights apply to you. a. If you are a Microsoft IT Academy Program Member:

i. Each license acquired on behalf of yourself may only be used to review one (1) copy of the Microsoft Instructor-Led Courseware in the form provided to you. If the Microsoft Instructor-Led Courseware is in digital format, you may install one (1) copy on up to three (3) Personal Devices. You may not install the Microsoft Instructor-Led Courseware on a device you do not own or control.

ii. For each license you acquire on behalf of an End User or Trainer, you may either:

1. distribute one (1) hard copy version of the Microsoft Instructor-Led Courseware to one (1) End User who is enrolled in the Authorized Training Session, and only immediately prior to the commencement of the Authorized Training Session that is the subject matter of the Microsoft Instructor-Led Courseware being provided, or

2. provide one (1) End User with the unique redemption code and instructions on how they can access one (1) digital version of the Microsoft Instructor-Led Courseware, or

3. provide one (1) Trainer with the unique redemption code and instructions on how they can access one (1) Trainer Content,

provided you comply with the following:

iii. you will only provide access to the Licensed Content to those individuals who have acquired a valid license to the Licensed Content,

iv. you will ensure each End User attending an Authorized Training Session has their own valid licensed copy of the Microsoft Instructor-Led Courseware that is the subject of the Authorized Training Session,

v. you will ensure that each End User provided with the hard-copy version of the Microsoft Instructor-Led Courseware will be presented with a copy of this agreement and each End User will agree that their use of the Microsoft Instructor-Led Courseware will be subject to the terms in this agreement prior to providing them with the Microsoft Instructor-Led Courseware. Each individual will be required to denote their acceptance of this agreement in a manner that is enforceable under local law prior to their accessing the Microsoft Instructor-Led Courseware,

vi. you will ensure that each Trainer teaching an Authorized Training Session has their own valid licensed copy of the Trainer Content that is the subject of the Authorized Training Session,

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vii. you will only use qualified Trainers who have in-depth knowledge of and experience with the Microsoft technology that is the subject of the Microsoft Instructor-Led Courseware being taught for all your Authorized Training Sessions,

viii. you will only deliver a maximum of 15 hours of training per week for each Authorized Training Session that uses a MOC title, and

ix. you acknowledge that Trainers that are not MCTs will not have access to all of the trainer resources for the Microsoft Instructor-Led Courseware.

b. If you are a Microsoft Learning Competency Member:

i. Each license acquired on behalf of yourself may only be used to review one (1) copy of the Microsoft Instructor-Led Courseware in the form provided to you. If the Microsoft Instructor-Led Courseware is in digital format, you may install one (1) copy on up to three (3) Personal Devices. You may not install the Microsoft Instructor-Led Courseware on a device you do not own or control.

ii. For each license you acquire on behalf of an End User or Trainer, you may either:

1. distribute one (1) hard copy version of the Microsoft Instructor-Led Courseware to one (1) End User attending the Authorized Training Session and only immediately prior to the

commencement of the Authorized Training Session that is the subject matter of the Microsoft Instructor-Led Courseware provided, or

2. provide one (1) End User attending the Authorized Training Session with the unique redemption code and instructions on how they can access one (1) digital version of the Microsoft Instructor-Led Courseware, or

3. you will provide one (1) Trainer with the unique redemption code and instructions on how they can access one (1) Trainer Content,

provided you comply with the following:

iii. you will only provide access to the Licensed Content to those individuals who have acquired a valid license to the Licensed Content,

iv. you will ensure that each End User attending an Authorized Training Session has their own valid licensed copy of the Microsoft Instructor-Led Courseware that is the subject of the Authorized Training Session,

v. you will ensure that each End User provided with a hard-copy version of the Microsoft Instructor-Led Courseware will be presented with a copy of this agreement and each End User will agree that their use of the Microsoft Instructor-Led Courseware will be subject to the terms in this agreement prior to providing them with the Microsoft Instructor-Led Courseware. Each individual will be required to denote their acceptance of this agreement in a manner that is enforceable under local law prior to their accessing the Microsoft Instructor-Led Courseware,

vi. you will ensure that each Trainer teaching an Authorized Training Session has their own valid licensed copy of the Trainer Content that is the subject of the Authorized Training Session,

vii. you will only use qualified Trainers who hold the applicable Microsoft Certification credential that is the subject of the Microsoft Instructor-Led Courseware being taught for your Authorized Training Sessions,

viii. you will only use qualified MCTs who also hold the applicable Microsoft Certification credential that is the subject of the MOC title being taught for all your Authorized Training Sessions using MOC, ix. you will only provide access to the Microsoft Instructor-Led Courseware to End Users, and x. you will only provide access to the Trainer Content to Trainers.

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c. If you are a MPN Member:

i. Each license acquired on behalf of yourself may only be used to review one (1) copy of the Microsoft Instructor-Led Courseware in the form provided to you. If the Microsoft Instructor-Led Courseware is in digital format, you may install one (1) copy on up to three (3) Personal Devices. You may not install the Microsoft Instructor-Led Courseware on a device you do not own or control.

ii. For each license you acquire on behalf of an End User or Trainer, you may either:

1. distribute one (1) hard copy version of the Microsoft Instructor-Led Courseware to one (1) End User attending the Private Training Session, and only immediately prior to the commencement of the Private Training Session that is the subject matter of the Microsoft Instructor-Led Courseware being provided, or

2. provide one (1) End User who is attending the Private Training Session with the unique redemption code and instructions on how they can access one (1) digital version of the Microsoft Instructor-Led Courseware, or

3. you will provide one (1) Trainer who is teaching the Private Training Session with the unique redemption code and instructions on how they can access one (1) Trainer Content,

provided you comply with the following:

iii. you will only provide access to the Licensed Content to those individuals who have acquired a valid license to the Licensed Content,

iv. you will ensure that each End User attending an Private Training Session has their own valid licensed copy of the Microsoft Instructor-Led Courseware that is the subject of the Private Training Session, v. you will ensure that each End User provided with a hard copy version of the Microsoft Instructor-Led

Courseware will be presented with a copy of this agreement and each End User will agree that their use of the Microsoft Instructor-Led Courseware will be subject to the terms in this agreement prior to providing them with the Microsoft Instructor-Led Courseware. Each individual will be required to denote their acceptance of this agreement in a manner that is enforceable under local law prior to their accessing the Microsoft Instructor-Led Courseware,

vi. you will ensure that each Trainer teaching an Private Training Session has their own valid licensed copy of the Trainer Content that is the subject of the Private Training Session,

vii. you will only use qualified Trainers who hold the applicable Microsoft Certification credential that is the subject of the Microsoft Instructor-Led Courseware being taught for all your Private Training Sessions,

viii. you will only use qualified MCTs who hold the applicable Microsoft Certification credential that is the subject of the MOC title being taught for all your Private Training Sessions using MOC,

ix. you will only provide access to the Microsoft Instructor-Led Courseware to End Users, and x. you will only provide access to the Trainer Content to Trainers.

d. If you are an End User:

For each license you acquire, you may use the Microsoft Instructor-Led Courseware solely for your personal training use. If the Microsoft Instructor-Led Courseware is in digital format, you may access the Microsoft Instructor-Led Courseware online using the unique redemption code provided to you by the training provider and install and use one (1) copy of the Microsoft Instructor-Led Courseware on up to three (3) Personal Devices. You may also print one (1) copy of the Microsoft Instructor-Led Courseware. You may not install the Microsoft Instructor-Led Courseware on a device you do not own or control. e. If you are a Trainer.

i. For each license you acquire, you may install and use one (1) copy of the Trainer Content in the form provided to you on one (1) Personal Device solely to prepare and deliver an Authorized Training Session or Private Training Session, and install one (1) additional copy on another Personal Device as a backup copy, which may be used only to reinstall the Trainer Content. You may not install or use a copy of the Trainer Content on a device you do not own or control. You may also print one (1) copy of the Trainer Content solely to prepare for and deliver an Authorized Training Session or Private Training Session.

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ii. You may customize the written portions of the Trainer Content that are logically associated with instruction of a training session in accordance with the most recent version of the MCT agreement. If you elect to exercise the foregoing rights, you agree to comply with the following: (i)

customizations may only be used for teaching Authorized Training Sessions and Private Training Sessions, and (ii) all customizations will comply with this agreement. For clarity, any use of

“customize” refers only to changing the order of slides and content, and/or not using all the slides or content, it does not mean changing or modifying any slide or content.

2.2 Separation of Components. The Licensed Content is licensed as a single unit and you may not separate their components and install them on different devices.

2.3 Redistribution of Licensed Content. Except as expressly provided in the use rights above, you may not distribute any Licensed Content or any portion thereof (including any permitted modifications) to any third parties without the express written permission of Microsoft.

2.4 Third Party Programs and Services. The Licensed Content may contain third party programs or services. These license terms will apply to your use of those third party programs or services, unless other terms accompany those programs and services.

2.5 Additional Terms. Some Licensed Content may contain components with additional terms, conditions, and licenses regarding its use. Any non-conflicting terms in those conditions and licenses also apply to your use of that respective component and supplements the terms described in this agreement. 3. LICENSED CONTENT BASED ON PRE-RELEASE TECHNOLOGY. If the Licensed Content’s subject

matter is based on a pre-release version of Microsoft technology (“Pre-release”), then in addition to the other provisions in this agreement, these terms also apply:

a. Pre-Release Licensed Content. This Licensed Content subject matter is on the Pre-release version of the Microsoft technology. The technology may not work the way a final version of the technology will and we may change the technology for the final version. We also may not release a final version. Licensed Content based on the final version of the technology may not contain the same information as the Licensed Content based on the Pre-release version. Microsoft is under no obligation to provide you with any further content, including any Licensed Content based on the final version of the technology. b. Feedback. If you agree to give feedback about the Licensed Content to Microsoft, either directly or

through its third party designee, you give to Microsoft without charge, the right to use, share and commercialize your feedback in any way and for any purpose. You also give to third parties, without charge, any patent rights needed for their products, technologies and services to use or interface with any specific parts of a Microsoft software, Microsoft product, or service that includes the feedback. You will not give feedback that is subject to a license that requires Microsoft to license its software,

technologies, or products to third parties because we include your feedback in them. These rights survive this agreement.

c. Pre-release Term. If you are an Microsoft IT Academy Program Member, Microsoft Learning

Competency Member, MPN Member or Trainer, you will cease using all copies of the Licensed Content on the Pre-release technology upon (i) the date which Microsoft informs you is the end date for using the Licensed Content on the Pre-release technology,or (ii) sixty (60) days after the commercial release of the technology that is the subject of the Licensed Content, whichever is earliest (“Pre-release term”). Upon expiration or termination of the Pre-release term, you will irretrievably delete and destroy all copies of the Licensed Content in your possession or under your control.

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4. SCOPE OF LICENSE. The Licensed Content is licensed, not sold. This agreement only gives you some rights to use the Licensed Content. Microsoft reserves all other rights. Unless applicable law gives you more rights despite this limitation, you may use the Licensed Content only as expressly permitted in this

agreement. In doing so, you must comply with any technical limitations in the Licensed Content that only allows you to use it in certain ways. Except as expressly permitted in this agreement, you may not:

 access or allow any individual to access the Licensed Content if they have not acquired a valid license for the Licensed Content,

 alter, remove or obscure any copyright or other protective notices (including watermarks), branding or identifications contained in the Licensed Content,

 modify or create a derivative work of any Licensed Content,

 publicly display, or make the Licensed Content available for others to access or use,

 copy, print, install, sell, publish, transmit, lend, adapt, reuse, link to or post, make available or distribute the Licensed Content to any third party,

 work around any technical limitations in the Licensed Content, or

 reverse engineer, decompile, remove or otherwise thwart any protections or disassemble the Licensed Content except and only to the extent that applicable law expressly permits, despite this limitation.

5. RESERVATION OF RIGHTS AND OWNERSHIP. Microsoft reserves all rights not expressly granted to you in this agreement. The Licensed Content is protected by copyright and other intellectual property laws and treaties. Microsoft or its suppliers own the title, copyright, and other intellectual property rights in the Licensed Content.

6. EXPORT RESTRICTIONS. The Licensed Content is subject to United States export laws and regulations. You must comply with all domestic and international export laws and regulations that apply to the Licensed Content. These laws include restrictions on destinations, end users and end use. For additional information, see www.microsoft.com/exporting.

7. SUPPORT SERVICES. Because the Licensed Content is “as is”, we may not provide support services for it. 8. TERMINATION. Without prejudice to any other rights, Microsoft may terminate this agreement if you fail

to comply with the terms and conditions of this agreement. Upon termination of this agreement for any reason, you will immediately stop all use of and delete and destroy all copies of the Licensed Content in your possession or under your control.

9. LINKS TO THIRD PARTY SITES. You may link to third party sites through the use of the Licensed Content. The third party sites are not under the control of Microsoft, and Microsoft is not responsible for the contents of any third party sites, any links contained in third party sites, or any changes or updates to third party sites. Microsoft is not responsible for webcasting or any other form of transmission received from any third party sites. Microsoft is providing these links to third party sites to you only as a

convenience, and the inclusion of any link does not imply an endorsement by Microsoft of the third party site.

10. ENTIRE AGREEMENT. This agreement, and any additional terms for the Trainer Content, updates and supplements are the entire agreement for the Licensed Content, updates and supplements.

11. APPLICABLE LAW.

a. United States. If you acquired the Licensed Content in the United States, Washington state law governs the interpretation of this agreement and applies to claims for breach of it, regardless of conflict of laws principles. The laws of the state where you live govern all other claims, including claims under state consumer protection laws, unfair competition laws, and in tort.

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b. Outside the United States. If you acquired the Licensed Content in any other country, the laws of that country apply.

12. LEGAL EFFECT. This agreement describes certain legal rights. You may have other rights under the laws of your country. You may also have rights with respect to the party from whom you acquired the Licensed Content. This agreement does not change your rights under the laws of your country if the laws of your country do not permit it to do so.

13. DISCLAIMER OF WARRANTY. THE LICENSED CONTENT IS LICENSED "AS-IS" AND "AS AVAILABLE." YOU BEAR THE RISK OF USING IT. MICROSOFT AND ITS RESPECTIVE

AFFILIATES GIVES NO EXPRESS WARRANTIES, GUARANTEES, OR CONDITIONS. YOU MAY HAVE ADDITIONAL CONSUMER RIGHTS UNDER YOUR LOCAL LAWS WHICH THIS AGREEMENT CANNOT CHANGE. TO THE EXTENT PERMITTED UNDER YOUR LOCAL LAWS, MICROSOFT AND ITS RESPECTIVE AFFILIATES EXCLUDES ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT.

14. LIMITATION ON AND EXCLUSION OF REMEDIES AND DAMAGES. YOU CAN RECOVER FROM MICROSOFT, ITS RESPECTIVE AFFILIATES AND ITS SUPPLIERS ONLY DIRECT DAMAGES UP TO US$5.00. YOU CANNOT RECOVER ANY OTHER DAMAGES, INCLUDING CONSEQUENTIAL, LOST PROFITS, SPECIAL, INDIRECT OR INCIDENTAL DAMAGES.

This limitation applies to

o anything related to the Licensed Content, services, content (including code) on third party Internet sites or third-party programs; and

o claims for breach of contract, breach of warranty, guarantee or condition, strict liability, negligence, or other tort to the extent permitted by applicable law.

It also applies even if Microsoft knew or should have known about the possibility of the damages. The above limitation or exclusion may not apply to you because your country may not allow the exclusion or limitation of incidental, consequential or other damages.

Please note: As this Licensed Content is distributed in Quebec, Canada, some of the clauses in this agreement are provided below in French.

Remarque : Ce le contenu sous licence étant distribué au Québec, Canada, certaines des clauses dans ce contrat sont fournies ci-dessous en français.

EXONÉRATION DE GARANTIE. Le contenu sous licence visé par une licence est offert « tel quel ». Toute utilisation de ce contenu sous licence est à votre seule risque et péril. Microsoft n’accorde aucune autre garantie expresse. Vous pouvez bénéficier de droits additionnels en vertu du droit local sur la protection dues

consommateurs, que ce contrat ne peut modifier. La ou elles sont permises par le droit locale, les garanties implicites de qualité marchande, d’adéquation à un usage particulier et d’absence de contrefaçon sont exclues. LIMITATION DES DOMMAGES-INTÉRÊTS ET EXCLUSION DE RESPONSABILITÉ POUR LES

DOMMAGES. Vous pouvez obtenir de Microsoft et de ses fournisseurs une indemnisation en cas de dommages directs uniquement à hauteur de 5,00 $ US. Vous ne pouvez prétendre à aucune indemnisation pour les autres dommages, y compris les dommages spéciaux, indirects ou accessoires et pertes de bénéfices.

Cette limitation concerne:

 tout ce qui est relié au le contenu sous licence, aux services ou au contenu (y compris le code) figurant sur des sites Internet tiers ou dans des programmes tiers; et.

 les réclamations au titre de violation de contrat ou de garantie, ou au titre de responsabilité stricte, de négligence ou d’une autre faute dans la limite autorisée par la loi en vigueur.

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Elle s’applique également, même si Microsoft connaissait ou devrait connaître l’éventualité d’un tel dommage. Si votre pays n’autorise pas l’exclusion ou la limitation de responsabilité pour les dommages indirects, accessoires ou de quelque nature que ce soit, il se peut que la limitation ou l’exclusion ci-dessus ne s’appliquera pas à votre égard.

EFFET JURIDIQUE. Le présent contrat décrit certains droits juridiques. Vous pourriez avoir d’autres droits prévus par les lois de votre pays. Le présent contrat ne modifie pas les droits que vous confèrent les lois de votre pays si celles-ci ne le permettent pas.

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xii Designing and Implementing a Server Infrastructure

Acknowledgments

Microsoft Learning would like to acknowledge and thank the following for their contribution towards developing this title. Their effort at various stages in the development has ensured that you have a good classroom experience.

Andrew J. Warren – Content Developer

Andrew Warren has more than 25 years of experience in the IT industry, many of which he has spent teaching and writing. He has been involved as a subject matter expert for many of the Windows Server 2008 and 2012 courses, and the technical lead on a number of other courses. He also has been involved in developing TechNet sessions on Microsoft Exchange Server 2007. Based in the United Kingdom, he runs his own IT training and education consultancy.

Ulf B. Simon-Weidner – Content Developer

Ulf B. Simon-Weidner secured his first jobs in digital electronics and microprocessor programming, and then began more than 20 years ago programming and building network infrastructures. In 1998, he joined a European provider for infrastructure solutions in Germany consulting in the Windows

Client/Server field, and found his passion on the first days in Active Directory (in the NT 5 Preview, which was later renamed into Windows 2000). Today, he is working as Principal Consultant and Manager for Microsoft Solutions-Strategy and Presales. He also is an independent author, consultant, speaker and trainer. He has been repeatedly awarded as Microsoft Most Valuable Professional (MVP) for Windows Server – Directory Services for the past decade, as well as being a Microsoft Certified Trainer for more than 10 years. Throughout his professional career, Simon-Weidner has had uncountable consulting engagements with major European or Global corporations. He also published multiple books and a lot of magazine articles about Active Directory, Windows Server Infrastructures, Client and security. Ulf is a frequently visiting speaker for conferences such as Microsoft TechEd North America and Europe, the Directory Experts Conference and The Experts Conference, and provides his technical and from-the-field experience in multiple Windows Server courses as a technical reviewer and author.

Vladimir Meloski – Content Developer

Vladimir is a Microsoft Certified Trainer, an MVP on Exchange Server, and consultant, providing unified communications and infrastructure solutions based on Microsoft Exchange Server, Lync Server, and System Center. Vladimir has 16 years of professional IT experience, and has been involved in Microsoft conferences in Europe and the United States as a speaker, moderator, proctor for hands-on labs, and technical expert. He has also been involved as a subject matter expert and technical reviewer for several Microsoft Official Curriculum courses.

Jay Ferron – Technical Reviewer

Jay is a CEH, CISM, CISSP, CRICS, MCITP, MCSE, MCT, MVP, NSA–IAM

For the last 25 years, he has focused on Windows, security designs, Network infrastructures, enterprise security solutions and Mobility issues.

Jay authored the following courses:

• Architecting Microsoft Server Virtualization Solutions with Hyper-V™ and System Center Virtual Machine Manager

Migrating NetWare to Microsoft Windows 2003 (Microsoft) • Converting GroupWise to Microsoft Exchange (Microsoft)

• Security Challenges and Solutions Workshop Series for Microsoft Partners (Microsoft) • Security Business Decision Sales Maker (Microsoft)

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Designing and Implementing a Server Infrastructure xiii

• Security Class Business Decision Maker (Microsoft) • Right Management for Microsoft Partners (Microsoft) • Windows Mobile Security Training (Microsoft) • Enterprise Search Training (Microsoft)

• Compute Cluster Server Course and LLIFT Sessions

• Smart Computing Magazine (assorted articles on Microsoft Technologies)

• Subject Matter Expert for Microsoft System Center Mobile Device Manager Course MOC Course 6064a

• Subject Matter Expert for Windows Server 2008 OEM E-courses

Co-author:

• HIPAA Manual -2002 HIPAAssociates, Inc • Active Defense Advanced Tools Course

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xiv Designing and Implementing a Server Infrastructure

Contents

Module 1: Planning a Server Upgrade and Migration

Lesson 1: Upgrade and Migration Considerations 1-2

Lesson 2: Creating a Server Upgrade and Migration Plan 1-9

Lesson 3: Planning for Virtualization 1-13

Lab: Planning a Server Upgrade and Migration 1-18

Module 2: Planning and Implementing a Server Deployment Infrastructure

Lesson 1: Selecting an Appropriate Server Imaging Strategy 2-2 Lesson 2: Selecting a Deployment Automation Strategy 2-7 Lesson 3: Implementing an Automated Deployment Strategy 2-11 Lab: Planning and Implementing a Server Deployment Infrastructure 2-24

Module 3: Designing and Maintaining an IP Configuration and Address Management Solution

Lesson 1: Designing and Implementing DHCP 3-2

Lesson 2: Planning and Implementing DHCP Scopes 3-10

Lesson 3: Planning and Implementing an IPAM Provisioning Strategy 3-13 Lab: Designing and Maintaining an IP Configuration and IP Address

Management Solution 3-20

Module 4: Designing and Implementing Name Resolution

Lesson 1: Designing a DNS Server Implementation Strategy 4-2

Lesson 2: Designing the DNS Namespace 4-7

Lesson 3: Designing and Implementing DNS Zones 4-11

Lesson 4: Designing and Configuring DNS Zone Replication

and Delegation 4-17

Lesson 5: Optimizing DNS Servers 4-23

Lesson 6: Designing DNS for High Availability and Security 4-29 Lab: Designing and Implementing Name Resolution 4-36

Module 5: Designing and Implementing an Active Directory Domain Services Forest and

Domain Infrastructure

Lesson 1: Designing an AD DS Forest 5-2

Lesson 2: Designing and Implementing AD DS Forest Trusts 5-8 Lab A: Designing and Implementing an Active Directory Domain

Services Forest Infrastructure 5-14

Lesson 3: Designing and Implementing AD DS Domains 5-21 Lesson 4: Designing DNS Namespaces in AD DS Environments 5-27

Lesson 5: Designing AD DS Domain Trusts 5-32

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Module 6 Designing and Implementing an Active Directory Organizational Unit Infrastructure

Lesson 1: Planning the Active Directory Administrative Tasks Delegation

Model 6-2

Lesson 2: Designing the OU Structure 6-8

Lesson 3: Designing and Implementing an Active Directory

Group Strategy 6-17

Lab: Designing and Implementing an Active Directory Organizational

Unit Infrastructure and Delegation Model 6-34

Module 7: Designing and Implementing a Group Policy Object Strategy

Lesson 1: Gathering the Information Required for a GPO Design 7-2

Lesson 2: Designing and Implementing GPOs 7-6

Lesson 3: Designing GPO Processing 7-14

Lesson 4: Planning Group Policy Management 7-19

Lab: Designing and Implementing a Group Policy Object Strategy 7-23

Module 8: Designing and Implementing an Active Directory Domain Services Topology

Lesson 1: Designing and Implementing AD DS Sites 8-2

Lesson 2: Designing AD DS Replication 8-8

Lesson 3: Designing the Placement of Domain Controllers 8-19 Lesson 4: Virtualization Considerations for Domain Controllers 8-28 Lesson 5: Designing Highly Available Domain Controllers 8-33 Lab: Designing and Implementing an Active Directory Domain Services

Physical Topology 8-42

Module 9: Planning and Implementing Storage

Lesson 1: Storage Considerations 9-2

Lesson 2: Planning and Implementing iSCSI SANs 9-6

Lab: Planning and Implementing Storage 9-13

Module 10: Planning and Implementing File Services

Lesson 1: Planning and Implementing DFS 10-2

Lesson 2: Planning and Implementing BranchCache 10-7

Lesson 3: Planning and Implementing Dynamic Access Control 10-11 Lab: Designing and Implementing File Services 10-19

Module 11: Designing and Implementing Network Access Services

Lesson 1: Designing and Implementing Remote Access Services 11-2 Lesson 2: Designing RADIUS Authentication by Using NPS 11-15

Lesson 3: Designing a Perimeter Network 11-22

Lesson 4: Planning and Implementing DirectAccess 11-27 Lab: Designing and Implementing Network Access Services 11-35

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Module 12: Designing and Implementing Network Protection

Lesson 1: Overview of Network Security Design 12-2

Lesson 2: Identifying and Mitigating Common Network Security Threats 12-7 Lesson 3: Designing and Implementing a Windows Firewall Strategy 12-14 Lesson 4: Designing and Implementing a NAP Infrastructure 12-22 Lab: Designing and Implementing Network Protection 12-32

Lab Answer Keys

Module 1 Lab: Planning a Server Upgrade and Migration L1-1 Module 2 Lab: Planning and Implementing a Server Deployment

Infrastructure L2-5

Module 3 Lab: Designing and Maintaining an IP Configuration and

IP Address Management Solution L3-13

Module 4 Lab: Designing and Implementing Name Resolution L4-21 Module 5 Lab A: Designing and Implementing an Active Directory

Domain Services Forest Infrastructure L5-29

Module 5 Lab B: Designing and Implementing an AD DS Domain

Infrastructure L5-33

Module 6 Lab: Designing and Implementing an Active Directory

Organizational Unit Infrastructure and Delegation Model L6-37 Module 7 Lab: Designing and Implementing a Group Policy

Object Strategy L7-47

Module 8 Lab: Designing and Implementing an Active Directory

Domain Services Physical Topology L8-53

Module 9 Lab: Planning and Implementing Storage L9-59

Module 10 Lab: Designing and Implementing File Services L10-63 Module 11 Lab: Designing and Implementing Network Access Services L11-75 Module 12 Lab: Designing and Implementing Network Protection L12-95

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About This Course

This section provides you with a brief description of the course, audience, suggested prerequisites, and course objectives.

Course Description

Note: This first release (‘A’) MOC version of course 20413A has been developed on RTM software. Microsoft Learning will release a ‘B’ version of this course with enhanced PowerPoint slides, copy-edited content, and Course Companion content on Microsoft Learning site.

Audience

The primary audience for this course is IT professionals who are responsible for planning, designing, and deploying a physical and a logical Windows Server 2012 enterprise Active Directory® Domain Services (AD DS) infrastructure including the network services necessary. They have experience of previous Windows Server operating systems and possess Windows Server 2012 certification (MCSA) or equivalent skills.

The secondary audience for this course includes IT professionals who are looking to take the exam 70-413: Designing and Implementing a Server Infrastructure, as a stand-alone, or as part of the requirement for the MCSE: Server Infrastructure certification will take this course as preparation material.

Student Prerequisites

In addition to their professional experience, students who attend this training should have the following technical knowledge:

• A good understanding of Transmission Control Protocol/Internet Protocol (TCP/IP) fundamentals and networking concepts.

• A good working knowledge of both Windows Server 2012 and Active Directory® Domain Services (AD DS). For example, domain user accounts, domain vs. local user accounts, user profiles, and group membership.

• A good understanding of both scripts and batch files.

• A solid understanding of security concepts, such as authentication and authorization. • Familiarity with deployment, packaging, and imaging tools.

• Ability to work in a team/virtual team.

• Ability to produce good documentation and have the appropriate communication skills to create proposals and make budget recommendations.

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xviii About This Course

Knowledge equivalent to Windows 2012 MCSA

Students attending this course are expected to have passed the following exams, or have equivalent knowledge:

• 20410A: Installing and Configuring Windows Server 2012 • 20411A: Administering Windows Server 2012

• 20412A: Configuring Advanced Windows Server 2012 Services OR

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About This Course xix

Course Objectives

After completing this course, students will be able to: • Implement server upgrade and migration. • Design an automated server installation strategy. • Plan and implement a server deployment infrastructure. • Plan and implement file and storage services.

• Design and implement a Dynamic Host Configuration Protocol (DHCP) solution. • Design a name resolution solution strategy.

• Design and manage an IP address management solution. • Design a VPN solution.

• Design a DirectAccess solution.

• Implement a scalable remote access solution. • Design a network protection solution. • Implement a network protection solution. • Design a forest and domain infrastructure. • Implement a forest and domain infrastructure. • Design a Group Policy strategy.

• Design an Active Directory permission model. • Design an Active Directory sites topology. • Design a domain controller strategy.

• Design and implement a branch office infrastructure

Course Outline

This section provides an outline of the course: Module 1, Planning a Server Upgrade and Migration

Module 2, Planning and Implementing a Server Deployment Infrastructure

Module 3, Designing and Maintaining an IP Configuration and Address Management Solution Module 4, Designing and Implementing Name Resolution

Module 5, Designing and Implementing an Active Directory Domain Services Forest and Domain Infrastructure

Module 6, Designing and Implementing an Active Directory Organizational Unit Infrastructure Module 7, Designing and Implementing a Group Policy Object Strategy

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xx About This Course

Module 8, Designing and Implementing an Active Directory Domain Services Topology Module 9, Planning and Implementing Storage

Module 10, Planning and Implementing File Services

Module 11, Designing and Implementing Network Access Services Module 12, Designing and Implementing Network Protection

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Exam/Course Mapping

This course, 20413A: Designing and Implementing a Server Infrastructure, has a direct mapping of its content tothe objective domain for the Microsoft exam 70-413 Designing and Implementing a Server Infrastructure.

The below table is provided as a study aid that will assist you in preparation for taking this exam and to show you how the exam objectives and the course content fit together. The course is not designed exclusively to support the exam but rather provides broader knowledge and skills to allow a real-world implementation of the particular technology. The course will also contain content that is not directly covered in the examination and will use the unique experience and skills of your qualified Microsoft Certified Trainer.

Note: The exam objectives are available online at the following URL: http://www.microsoft.com/learning/en/us/exam.aspx?id=70-413.

Module#/Lab Module/Lab Goal Lesson

Objective Exam OD Mapping Planning Server Upgrade

and Migration Plan a server upgrade and migration strategy. (1.3) Planning and Implementing

a Server Deployment Infrastructure

Plan an automated server installation strategy and plan and implement a server deployment infrastructure.

(1.1, 1.2, 1.3)

Designing and Maintaining an IP Configuration and Address Management Solution

Design and maintain IP address management and a Dynamic Host

Configuration Protocol (DHCP) solution.

(2.1, 2.3)

Designing a Name

Resolution Strategy Design a name resolution solution strategy. (2.2) Designing and

Implementing an AD DS Forest and Domain Infrastructure

Design and implement an AD DS forest and domain infrastructure. (4.1, 4.2) Designing and Implementing an AD DS OU Infrastructure and AD DS Delegation Model

Design and implement an OU infrastructure and AD DS permissions model.

(4.4)

Designing and

Implementing a Group Policy Object Strategy

Design and implement a

GPO strategy. (4.3)

Designing and

Implementing an AD DS Physical Topology

Design an AD DS sites topology and a domain controller placement strategy.

(5.1, 5.2)

Planning and Implementing

Storage Services Plan and implement storage services. (1.5) Planning and Implementing

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Designing and

Implementing Network Access Services

Design and implement

network access services. (3.1, 3.2, 3.3)

Designing and

Implementing Network Protection

Design and implement

network protection. (3.4, 3.5)

Important Attending this course in itself will not successfully prepare you to pass any associated certification exams.

The taking of this course does not guarantee that you will automatically pass any certification exam. In addition to attendance at this course, you should also have the following:

• A good understanding of Transmission Control Protocol/Internet Protocol (TCP/IP) fundamentals and networking concepts.

• A good working knowledge of both Windows Server 2012 and Active Directory® Domain Services (AD DS). For example, domain user accounts, domain vs. local user accounts, user profiles, and group membership.

• A good understanding of both scripts and batch files.

• A solid understanding of security concepts, such as authentication and authorization. • Familiarity with deployment, packaging, and imaging tools.

• Ability to work in a team/virtual team.

• Ability to produce good documentation and have the appropriate communication skills to create proposals and make budget recommendations.

• Knowledge equivalent to Windows 2012 MCSA.

There may also be additional study and preparation resources, such as practice tests, available for you to prepare for this exam. Details of these are available at the following URL:

http://www.microsoft.com/learning/en/us/course.aspx?id=20413a

You should familiarize yourself with the audience profile and exam prerequisites to ensure you are sufficiently prepared before taking the certification exam. The complete audience profile for this exam is available at the following URL:

http://www.microsoft.com/learning/en/us/course.aspx?id=20413a

The exam/course mapping table outlined above is accurate at the time of printing, however it is subject to change at any time and Microsoft bears no responsibility for any discrepancies between the version published here and the version available online and will provide no notification of such changes.

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About This Course xxiii

Course Materials

The following materials are included with your kit:

• Course Handbook: a succinct classroom learning guide that provides the critical technical information in a crisp, tightly-focused format, which is essential for an effective in-class learning experience.

• Lessons: guide you through the learning objectives and provide the key points that are critical to the success of the in-class learning experience.

• Labs: provide a real-world, hands-on platform for you to apply the knowledge and skills learned in the module.

• Module Reviews and Takeaways: provide on-the-job reference material to boost knowledge and skills retention.

• Lab Answer Keys: provide step-by-step lab solution guidance.

Course Companion Content: searchable, easy-to-browse digital content with integrated premium online resources that supplement the Course Handbook.

• Modules: include companion content, such as questions and answers, detailed demo steps and additional reading links, for each lesson. Additionally, they include Lab Review questions and answers and Module Reviews and Takeaways sections, which contain the review questions and answers, best practices, common issues and troubleshooting tips with answers, and real-world issues and scenarios with answers.

• Resources: include well-categorized additional resources that give you immediate access to the most current premium content on TechNet, MSDN®, or Microsoft® Press®.

Student Course files: includes the Allfiles.exe, a self-extracting executable file that contains all required files for the labs and demonstrations.

• Course evaluation: at the end of the course, you will have the opportunity to complete an online evaluation to provide feedback on the course, training facility, and instructor.

• To provide additional comments or feedback on the course, send an email to

[email protected]. To inquire about the Microsoft Certification Program, send an email to [email protected].

Virtual Machine Environment

This section provides the information for setting up the classroom environment to support the business scenario of the course.

Virtual Machine Configuration

In this course, you will use Microsoft Hyper-V to perform the labs.

Important At the end of each lab, you must revert the virtual machines to a snapshot. You can find the instructions for this procedure at the end of each lab.

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xxiv About This Course

The following table shows the role of each virtual machine used in this course: Virtual machine �Role

20413A-LON-DC1 A domain controller running Windows Server 2012 in the Adatum.com domain.

20413A-LON-SVR1 A member server running Windows Server 2012 in the Adatum.com domain.

20413A-LON-SVR2 A standalone server running Windows Server 2012 that you will use for joining domains and initial configuration. 20413A-LON-SVR3 A blank virtual machine on which you will install Windows Server 2012 on. 20413A-LON-SVR4 A member server running Windows Server 2012 in the Adatum.com domain. This server is located on a second subnet.

20413A-LON-RTR A member server running Windows Server 2012 in the Adatum.com domain. This server provides routing between the subnets

20413A-TREY-DC1 A domain controller running Windows Server 2008 R2 in the Treyresearch.net. This server is used in a variety of labs, principally those where multiple domains are required.

20413A-CON-SVR A standalone server running Windows Server 2012 that you will use for joining domains and initial configuration. It is part of the Contoso organization.

20413A-LON-CL1 A client computer running Windows 8 and Office 2010 Service Pack 1 (SP1) in the Adatum.com domain. You will use this computer primarily to test server configurations.

20413A-LON-CL2 A client computer running Windows 8 and Office 2010 Service Pack 1 (SP1) in the Adatum.com domain. You will use this computer primarily to test server configurations. It resides in the second subnet.

Software Configuration

The following software is installed on each virtual machine: • Windows Server 2012

• Windows 8

Classroom Setup

Each classroom computer will have the same virtual machine configured in the same way.

Course Hardware Level

To ensure a satisfactory student experience, Microsoft Learning requires a minimum equipment configuration for trainer and student computers in all Microsoft Certified Partner for Learning Solutions (CPLS) classrooms in which Official Microsoft Learning Product courseware are taught.

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About This Course xxv

Hardware Level 6

• Intel Virtualization Technology (Intel VT) or AMD Virtualization (AMD-V) processor • Dual 120 gigabyte (GB) hard disks 7200 RM SATA or better*

• 8 GB random access memory (RAM) or higher • DVD drive

• Network adapter

• Super VGA (SVGA) 17-inch monitor

• Microsoft Mouse or compatible pointing device • Sound card with amplified speakers

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1-1

Module 1

Planning a Server Upgrade and Migration

Contents:

Module Overview 1-1

Lesson 1: Upgrade and Migration Considerations 1-2

Lesson 2: Creating a Server Upgrade and Migration Plan 1-9

Lesson 3: Planning for Virtualization 1-13

Lab: Planning a Server Upgrade and Migration 1-18

Module Review and Takeaways 1-23

Module Overview

Planning an operating system deployment is one of the most important activities for your organization. Planning must begin with your organization’s business requirements and goals. The IT department is responsible for determining an appropriate solution that will meet an organization’s business requirements. Organizations must spend significant time on design and planning. A well-designed solution can lead to an IT infrastructure that is cost-effective and yields positive return on investment. The planning process should produce detailed documentation and checklists for the steps involved in

deployment. The documentation should also include major decisions about the new solution, including the edition of operating system to be deployed, the licensing model, and whether the solution is to be deployed in a physical or virtual environment.

Because Windows Server 2012 is a cloud-ready operating system, one of the most important decisions is whether the organizations choose to use private cloud virtualization technology, or continue to use physical servers. Organizations must also create a compatibility plan in which they check all current infrastructure and application solutions for compatibility with Windows Server 2012, and ascertain whether they require an upgrade or migration.

Objectives

In this module, you will learn on how to plan a server upgrade and migration strategy for Windows Server® 2012 by:

• Analyzing upgrade and migration considerations. • Creating a server upgrade and migration plan. • Planning for virtualization.

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1-2 Planning a Server Upgrade and Migration

Lesson 1

Upgrade and Migration Considerations

When planning your Windows Server 2012 operating system deployment, you must determine which edition of the operating system best suits your organization. To do this, you must consider your organization’s business needs, the cost of the solution, and return on investment (ROI).

You must have a firm understanding of your organization's requirements to decide upon and then deploy the appropriate edition of Windows Server 2012. You must also understand which hardware configuration is appropriate for Windows Server 2012, whether a virtual deployment is more suitable than a physical deployment, and which installation method enables you to deploy Windows Server 2012 efficiently. This lesson provides an overview of the different Windows Server 2012 editions, hardware requirements, deployment options, and installation process.

Lesson Objectives

At the end of this lesson, you will be able to:

• Describe the different Windows Server 2012 editions

• Describe the recommended minimum requirements for installing Windows Server 2012 • Differentiate between an in-place upgrade and server migration

• Describe the supported in-place upgrade scenarios • Describe the benefits of migrating to Windows Server 2012

• Describe the tools that are available to help plan for an upgrade and migration.

Windows Server 2012 Editions

There are four editions of Windows Server 2012. Organizations should select the edition of

Windows Server 2012 that best meets their needs. Systems Administrators can save costs by selecting the appropriate edition when deploying a server for a specific role. The editions of Windows Server 2012 are listed in the following table.

Edition Features

Windows Server 2012

Standard edition • Provides all roles and features available on the Windows Server 2012 platform. • Supports up to 64 sockets and up to 4 terabytes (TB) of random access

memory (RAM).

• Includes two virtual machine licenses.

Windows Server 2012

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Designing and Implementing a Server Infrastructure 1-3

Edition Features

• Supports 64 sockets, up to 640 processor cores, and up to 4 TB of RAM. • Includes unlimited virtual machine licenses for virtual machines that are run

on the same hardware. Windows Server 2012

Foundation edition • Allows only 15 users, cannot be joined to a domain. • Supports one processor core and up to 32 gigabytes (GB) of RAM. • Includes limited server roles.

Windows Server 2012

Essentials • Serves as the next edition of Small Business Server. • Cannot function as a Hyper-V® server, failover clustering server, Server Core server, or Remote Desktop Services server.

• Supports up to 25 users, and 50 devices.

• Supports two processor cores and 64 GB of RAM. • Must be a root server in domain.

The first consideration in choosing the appropriate Windows Server 2012 version is the number of users that connect to a server. If that number is greater than 25, then you should choose Windows Server 2012 Standard edition, or Windows Server 2012 Enterprise edition.

Windows Server 2012 Datacenter vs. Windows Server Standard

In earlier versions of Windows Server, organizations had to base their choice on the different capabilities of the Standard, Enterprise, or Datacenter editions. Now organizations have a simple and economic choice between Standard and Datacenter Edition, based on only one consideration – virtualization. Windows Server 2012 Standard and Enterprise editions have same set of capabilities, except for virtualization. Although Windows Server 2012 Standard Edition includes two virtual machine licenses, Windows Server 2012 Datacenter Edition includes unlimited virtual machine licenses.

If your organization’s strategy is to deploy servers and applications in a virtual environment, then Windows Server 2012 Datacenter Edition would be the preferred choice. If your organization’s strategy is to deploy servers and applications in mostly non-virtual environments, then you should select Windows Server 2012 Standard Edition.

Windows Server 2012 Essentials

For an organization with fewer than 25 users and that does not require virtualization, high availability, or Server Core deployment, Windows Server 2012 Essentials would be the most suitable solution.

Windows Server 2012 Foundation

For the smallest organizations that do not require Active Directory® Domain Services (AD DS) and have fewer than 15 users, the most convenient solution would be Windows Server 2012 Foundation, offered through the original equipment manufacturer (OEM) program.

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1-4 Planning a Server Upgrade and Migration

Preinstallation Requirements

The minimum hardware requirements for Windows Server 2012 are shown in the following table.

Component Requirement

Processor

architecture x64

Processor speed 1.4 gigahertz (GHz) Memory (RAM) 512 megabytes (MB) Hard disk drive

space 32 GB

The hardware requirements that are listed in the table above define the absolute minimum required to run the server software. Because each service and feature or server role places a unique load on network, disk input/output (I/O), processor, and memory resources, the actual hardware requirements depend on the following:

• The applications and the services that the server is running • The number of users connected on the server

• Whether the solution is running in a physical or virtual environment.

Furthermore, when estimating hardware requirements, you should consider whether the solution is to be implemented in a high availability configuration where applications load is distributed among multiple servers, or if it is to be run on a single server. If implemented in a high availability configuration, the solution might require less powerful hardware. This is because server utilization might be distributed between multiple servers, instead of running on one server.

In addition, when planning for hardware requirements, you should consider best practices or recommendations of the specific product to be installed on the Windows Server 2012 server, such as Microsoft® Exchange Server, Microsoft SQL Server®, or Microsoft System Center.

Virtualized deployments of Windows Server 2012 must match the same hardware specifications as physical deployments. Windows Server 2012 is supported on Hyper-V and certain non-Microsoft virtualization platforms.

Additional Reading: For more information about the Windows Server Virtualization Validation Program, see Welcome to the Windows Server Virtualization Validation Program at http://www.windowsservercatalog.com/svvp.aspx.

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Designing and Implementing a Server Infrastructure 1-5

In-Place Upgrade vs. Server Migration

When deploying Windows Server 2012, organizations must make the following choice: • Use existing hardware and upgrade from

supported versions of Windows Server 2008 or Windows Server 2008 R2 to Windows Server 2012.

• Install Windows Server 2012 on new

hardware, and, if required, migrate the roles, features, and settings from servers running from supported earlier editions of Windows Server.

When planning whether to upgrade or migrate a server to Windows Server 2012, consider the options shown in the following table.

Installation option Description

Upgrade An upgrade preserves the files, settings, and applications that are installed on the original server. You perform an upgrade when you want to keep all these items and want to continue using the same server hardware. An upgrade requires x64 processor architecture and an x64 edition of the Windows Server operating system.

If you are upgrading from Windows Server 2008, you must have Service Pack 2 (SP2) installed. If you are upgrading from Windows Server 2008 R2, you must have Service Pack 1 (SP1) installed.

You start an upgrade by running Setup.exe from the original Windows Server operating system.

You can perform the upgrades listed in the following table. Original operating system and edition Upgrade edition

Windows Server 2008 Standard or

Windows Server 2008 Enterprise Windows Server 2012 Standard, Windows Server 2012 Datacenter Windows Server 2008 Datacenter Windows Server 2012 Datacenter

Windows Web Server 2008 Windows Server 2012 Standard

Windows Server 2008 R2 Standard or

Windows Server 2008 R2 Enterprise Windows Server 2012 Standard, Windows Server 2012 Datacenter Windows Server 2008 R2 Datacenter Windows Server 2012 Datacenter

Windows Web Server 2008 R2 Windows Server 2012 Standard

Migration Use migration when you migrate from an x86 version of Windows Server 2003, Windows Server 2003 R2, or Windows Server 2008. You can use the Windows Server Migration Tools feature in Windows Server 2012 to transfer files and

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1-6 Planning a Server Upgrade and Migration

Installation option Description

settings from computers that are running the following editions: • Windows Server 2003

• Windows Server 2003 R2 • Windows Server 2008 • Windows Server 2008 R2

In-Place Upgrade Scenarios

An in-place upgrade is the process of upgrading the Windows Server operating system on the server that is running an earlier edition of Windows Server. One of the benefits of an in-place upgrade is avoiding hardware expenses, because Windows Server 2012 is installed on the existing hardware. You would choose an in-place upgrade of the Windows Server operating system in the following scenarios:

• When the hardware configuration of the existing servers meets the requirements for Windows Server 2012. Because the hardware

requirements for Windows Server 2012 do not differ significantly from those for Windows Server 2008 and Windows Server 2008 R2, an in-place upgrade can be performed on those servers.

• When the software products that run on the existing servers support in-place upgrade of Windows Server 2012. Before performing an in-place upgrade, you must list all of the software products that are running on the server, such as SQL Server, Exchange Server, non-Microsoft software, and anti-virus software. Next, verify that these products support an in-place upgrade of Windows Server 2012. If an in-place upgrade is supported, refer to the documentation of the specific product on how to perform the in-place upgrade, including any issues or risks that might occur.

• When you want to keep all user data that is stored on the existing servers, such as data stored on file servers, and security permissions for accessing those data. When performing an in-place upgrade, user data and security permissions for accessing the data remain unchanged. This scenario is convenient, because after the upgrade users can continue to access their data that is stored on the same file servers.

• When you want to install Windows Server 2012, but you want to keep all roles, features, and settings of the existing server. Before performing an in- place upgrade on a server that has specific roles, features, or settings—such as Dynamic Host Configuration Protocol (DHCP), Domain Name System (DNS), or AD DS—list those configurations. Then, check if those configurations support an in-place upgrade of Windows Server 2012. If an in-place upgrade is supported, refer to the detailed instructions for the specific roles, features, or settings on how to perform the in-place upgrade, including any issues or risks that might occur.

If any of these scenarios do not meet your organization’s requirements, then you should perform a migration to Windows Server 2012.

References

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