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********************************************************************** Windows Server 2003, Web Edition Setup Text Files, Part 1 of 2: Getting Ready for a New Installation
********************************************************************** (c) 2003 Microsoft Corporation. All rights reserved.
This part of the text file series can help you plan for the installation of Microsoft Windows Server 2003, Web Edition. For help with planning the installation or upgrade of a domain, see the Windows Server 2003 Deployment Kit. You can view the Windows Deployment and Resource Kits on the Web at:
http://www.microsoft.com/reskit/
The following list of headings can help you find the planning information that applies to you. For information about running Setup, see WebSrv2.TXT.
Contents -------- 1.0 System Requirements and Hardware Compatibility 2.0 Important Files to Review 3.0 Decisions to Make for a New Installation 4.0 Planning Disk Partitions or Volumes for New Installations 5.0 Networks: TCP/IP, IP Addresses, and Name Resolution 6.0 Deciding Between Workgroups and Domains
After you make the decisions outlined in this text file series, you will be ready to run Setup for Windows Server 2003, Web Edition, and begin preparing your server for operation. For information about how to configure and run your server after installation, see Help and Support Center. To open Help and Support Center, after completing Setup, click Start, and then click Help and Support.
You can also view Help and Support Center topics on the Web at:
http://www.microsoft.com/windowsserver2003/proddoc/
====================================================================== 1.0 SYSTEM REQUIREMENTS AND HARDWARE COMPATIBILITY ====================================================================== Before installing your server, make sure that you have chosen hardware that supports Windows Server 2003, Web Edition.
------------------------- 1.1 System Requirements ------------------------- To ensure adequate performance, make sure that computers on which you install Windows Server 2003, Web Edition, meet the following requirements:
* One or two processors with a recommended minimum speed of 550 MHz (minimum supported speed is 133 MHz). A maximum of two processors per computer is supported. Processors from the Intel Pentium/Celeron family, AMD K6/Athlon/Duron family, or compatible processors are recommended.
* 256 megabytes (MB) of RAM recommended minimum (128 MB minimum supported; 2 gigabytes (GB) maximum).
* A hard disk partition or volume with enough free space to accommodate the setup process. To ensure that you have flexibility in your later use of the operating system, it is recommended that you allow considerably more space than the minimum required for running Setup, which is approximately 1.25 GB to 2 GB. The larger amount of space is required if you are running Setup across a network instead of from a CD-ROM.
You must use NTFS as the file system with Windows Server 2003, Web Edition.
Note: The setup process requires the free disk space described in the previous paragraph. After Setup is finished, actual hard disk space used for the operating system will be more than the free space required for Setup, because of space needed for the paging file and for any optional components you install. The usual size for the paging file is 1.5 times the size of the RAM. For information about the paging file and about optional components, see Help and Support Center. To open Help and Support Center, after completing Setup, click Start, and then click Help and Support.
* VGA or higher-resolution monitor (Super VGA 800x600 or higher recommended), keyboard, and (optionally) a mouse or other pointing device.
As an alternative, for operation without a monitor or keyboard, you can choose a remote diagnostic and support processor that is designed for products in the Windows Server 2003 family. For details, see the hardware compatibility information in the Windows Catalog at:
http://www.microsoft.com/windows/catalog/
For CD-ROM installation:
* A CD-ROM or DVD drive.
For network installation:
* One or more network adapters and related cables that are designed for products in the Windows Server 2003 family. For details, see the hardware compatibility information in the Windows Catalog at:
http://www.microsoft.com/windows/catalog/
* A server from which to offer network access for the Setup files.
For additional hardware-based functionality:
* Appropriate hardware for the functionality you require. For example, if you require sound, you must have a compatible sound card with speakers or headphones, and if you plan to support network clients, the servers and clients must have appropriate network adapters and cables. For details about your hardware, see the hardware compatibility information in the Windows Catalog at: http://www.microsoft.com/windows/catalog/
---------------------------- 1.2 Hardware Compatibility ---------------------------- One of the most important steps to take before installing a server is to confirm that your hardware is compatible with products in the Windows Server 2003 family. You can do this by running a preinstallation compatibility check from the Setup CD or by checking the hardware compatibility information at the Windows Catalog Web site. Also, as part of confirming hardware compatibility, check to see that you have obtained updated hardware device drivers and an updated system BIOS.
Regardless of whether you run a preinstallation compatibility check, Setup checks hardware and software compatibility at the beginning of an installation and displays a report if there are incompatibilities.
Running a preinstallation compatibility check from the Setup CD --------------------------------------------------------------- You can run a hardware and software compatibility check from the Setup CD. The compatibility check does not require you to actually begin an installation. To run the check, insert the Setup CD in the CD-ROM drive and, when a display appears, follow the prompts for checking system compatibility. You will be offered the option to download the latest Setup files (through Dynamic Update) when you run the check. If you have Internet connectivity, it is recommended that you allow the download.
For more information about downloading the latest Setup files, see "Using Dynamic Update for Updated Drivers and Other Setup Files" later in this text file.
Another way to run the compatibility check is to insert the Setup CD in the CD-ROM drive, open a command prompt, and type:
d:\i386\winnt32 /checkupgradeonly
where d represents the CD-ROM drive.
Checking hardware and software compatibility information on the Microsoft Web site --------------------------------------------------------------- Another way to confirm that your hardware and software are designed for products in the Windows Server 2003 family is to check the hardware and software compatibility information in the Windows Catalog at:
http://www.microsoft.com/windows/catalog/
Checking drivers and system BIOS -------------------------------- Check that you have obtained updated drivers for your hardware devices and that you have the latest system BIOS. The device manufacturers can help you obtain these items.
1.2.1 Mass Storage Drivers and the Setup Process ---------------------------------------------------------------------- If you have a mass storage controller (such as a SCSI, RAID, or Fibre Channel adapter) for your hard disk, confirm that the controller is designed for products in the Windows Server 2003 family by checking the hardware and software compatibility information in the Windows Catalog at:
http://www.microsoft.com/windows/catalog/
If your controller is compatible, but you are aware that the manufacturer has supplied a separate driver file for use with products in the Windows Server 2003 family, obtain the file (on a floppy disk) before you begin Setup. During the early part of Setup, a line at the bottom of the screen will prompt you to press F6. Further prompts will guide you in supplying the driver file to Setup so that it can gain access to the mass storage controller.
If you are not sure whether you must obtain a separate driver file from the manufacturer of your mass storage controller, you can try running Setup. If the controller is not supported by the driver files on the Setup CD, and therefore requires a driver file that is supplied by the hardware manufacturer, Setup stops and displays a message saying that no disk devices can be found, or it displays an incomplete list of controllers. After you obtain the necessary driver file, restart Setup, and press F6 when you are prompted.
1.2.2 Using a Custom Hardware Abstraction Layer (HAL) File ---------------------------------------------------- If you have a custom Hardware Abstraction Layer (HAL) file supplied by your computer manufacturer, before you begin Setup, locate the floppy disk or other medium containing the file. During the early part of Setup, a line at the bottom of the screen will prompt you to press F6: at this time press F5 (not F6). After you press F5, follow the prompts to include your HAL file in the Setup process.
1.2.3 Using Dynamic Update for Updated Drivers and Other Setup Files ---------------------------------------------------------------------- If you have a working Internet connection on the computer on which you run Setup, you can choose Dynamic Update during Setup and obtain the most up-to-date Setup files, including drivers and other files. Whenever an important update is made to any crucial Setup file, that update is made available through Dynamic Update functionality built into the Windows Update Web site. Some of the updated files will be replacements (for example, an updated driver or updated Setup file) and some will be additions (for example, a driver not available at the time that the Setup CD was created). It is recommended that you use Dynamic Update when running Setup.
Dynamic Update has been carefully designed so that it is reliable and easy to use:
* The files on the Dynamic Update section of the Windows Update Web site have been carefully tested and selected. Only files that are important in ensuring that Setup runs well are made available through Dynamic Update. Files with minor updates that will not significantly affect Setup are not part of Dynamic Update.
* Because Dynamic Update downloads only the files that are required for your computer, the Dynamic Update software briefly examines your computer hardware. No personal information is collected, and no information is saved. The only purpose is to select appropriate drivers for your hardware configuration. This keeps the download as short as possible and ensures that only necessary drivers are downloaded to your hard disk.
* You can use Dynamic Update when running a preinstallation compatibility check from the Setup CD, or when running Setup itself. Either way, you obtain the most up-to-date files for running Setup. For information about running the compatibility check, see "Hardware Compatibility" earlier in this text file.
* You can use Dynamic Update with unattended Setup. Preparing for this requires several steps. For a brief description of unattended Setup, see "Planning for Unattended Setup" in WebSrv2.TXT. For details about how to use Dynamic Update with unattended Setup (also called automated installation), see "Automating and Customizing Installations" in the Windows Server 2003 Deployment Kit.
The Windows Update Web site offers a variety of updates that you can use after completing Setup. To learn more, go to:
http://windowsupdate.microsoft.com/
====================================================================== 2.0 IMPORTANT FILES TO REVIEW ====================================================================== At some point in your planning process, before you run Setup, familiarize yourself with the Relnotes.htm file found in the \Docs folder on the Setup CD.
This file contains important usage information about hardware, networking, applications, and printing. Also familiarize yourself with information about hardware compatibility for products in the Windows Server 2003 family. For more information, see "Hardware Compatibility" earlier in this text file.
For the most recent information on compatible applications for products in the Windows Server 2003 family, see the software compatibility information in the Windows Catalog at:
http://www.microsoft.com/windows/catalog/
====================================================================== 3.0 DECISIONS TO MAKE FOR A NEW INSTALLATION ====================================================================== This list outlines the basic decisions to make for a new installation.
What partition or volume you plan to install the operating system on -------------------------------------------------------------------- If you are performing a new installation, review your disk partitions or volumes before you run Setup. Both partitions and volumes divide a disk into one or more areas that can be formatted for use by one file system. Different partitions and volumes often have different drive letters (for example, C: and D:). After you run Setup, you can make adjustments to the disk configuration, as long as you do not reformat or change the partition or volume that contains the operating system. For information about planning the partitions or volumes for a new installation, see "Planning Disk Partitions or Volumes for New Installations" later in this text file.
How to handle IP addresses and TCP/IP name resolution ----------------------------------------------------- With TCP/IP (the protocol used on the Internet), you need to make decisions about how to handle IP addressing and name resolution (the translating of IP addresses into names that users recognize). For more information, see "Networks: TCP/IP, IP Addresses, and Name Resolution" later in this text file.
Whether to create domains or workgroups for your servers -------------------------------------------------------- A domain is a group of accounts and network resources that share a common directory database and set of security policies, and might have security relationships with other domains. A workgroup is a more basic grouping, intended only to help users find objects such as printers and shared folders within that group. Domains make it easier for an administrator to control access to resources and keep track of users. For more information, see "Deciding Between Workgroups and Domains" later in this text file.
====================================================================== 4.0 PLANNING DISK PARTITIONS OR VOLUMES FOR NEW INSTALLATIONS ====================================================================== Disk partitioning is a way of dividing your physical disk so that each section functions as a separate unit. When you create partitions on a basic disk, you divide the disk into one or more areas that can be formatted for use by a file system, such as FAT or NTFS (with Windows Server 2003, Web Edition, use only NTFS). Different partitions often have different drive letters (for example, C: and D:). A basic disk can have up to four primary partitions, or three primary partitions and one extended partition. (An extended partition can be subdivided into logical drives, while a primary partition cannot be subdivided.)
IMPORTANT: If you plan to delete or create partitions on a hard disk, be sure to back up the disk contents beforehand, because these actions will destroy any existing data. As with any major change to disk contents, it is recommended that you back up the entire contents of the hard disk before working with partitions, even if you plan to leave one or more of your partitions alone.
Note: If you plan to install to a dynamic disk (a disk type that can be created only with Windows 2000, Microsoft Windows XP, or a product in the Windows Server 2003 family), you cannot change the volume or partition sizes on the disk during Setup, and therefore no planning is needed regarding partition sizes. Instead, review the guidelines in "Working with Dynamic Disks and Setup" later in this text file.
Before you run Setup to perform a new installation, determine the size of the partition on which to install. There is no set formula for figuring a partition size. The basic principle is to allow plenty of room for the operating system, applications, and other files that you plan to put on the installation partition. The files for setting up Windows Server 2003, Web Edition, require approximately 1.25 GB to 2 GB, as described in "System Requirements" earlier in this text file. It is recommended that you allow considerably more disk space than the minimum amount. It is not unreasonable to allow 4 GB to 10 GB on the partition, or more for large installations. This allows space for a variety of items, including optional components, logs, future service packs, the paging file used by the operating system, and other items.
When you perform a new installation, you can specify the partition on which to install. If you specify a partition on which another operating system exists, you will be prompted to confirm your choice.
During Setup, create and size only the partition on which you want to install Windows Server 2003, Web Edition. After installation is complete, you can use Disk Management to manage new and existing disks and volumes. This includes creating new partitions from unpartitioned space; deleting, renaming, and reformatting existing partitions; adding and removing hard disks; and changing a basic disk to the dynamic disk storage type, or dynamic to basic.
------------------------------------------------------------- 4.1 File System Requirements for the Installation Partition ------------------------------------------------------------- On Windows Server 2003, Web Edition, you must use NTFS as the file system. NTFS includes a variety of features not included in the FAT or FAT32 file systems, including better scalability to large drives, better security, greater flexibility in compressing and uncompressing, and many other features. If you want to install Windows Server 2003, Web Edition, on a computer that has one or more FAT or FAT32 partitions, delete the FAT or FAT32 partitions during Setup. Then, if necessary, create the partition on which you will install Windows Server 2003, Web Edition, and choose NTFS as the file system for that partition. For information about deleting or creating partitions during Setup, see the next section, "Options When Partitioning a Disk."
For information about the modifications you can make to the disk after Setup, see the previous section, "Planning Disk Partitions or Volumes for New Installations."
-------------------------------------- 4.2 Options When Partitioning a Disk -------------------------------------- You can change the partitions on your disk during Setup only if you are performing a new installation, not an upgrade. You can modify the partitioning of the disk after Setup by using Disk Management.
If you are performing a new installation, Setup examines the hard disk to determine its existing configuration, and then offers the following options:
* If the hard disk is unpartitioned, you can create and size the partition on which you will install a product in the Windows Server 2003 family.
* If the hard disk is partitioned but has enough unpartitioned disk space, you can create the partition for a Windows Server 2003 family product by using the unpartitioned space.
* If the hard disk has an existing partition that is large enough, you can install a product in the Windows Server 2003 family on that partition, with or without reformatting the partition first. Reformatting a partition erases all data on the partition. If you do not reformat the partition, but you do install a product in the Windows Server 2003 family where there is already an operating system, that operating system will be overwritten, and you must reinstall any applications you want to use with the Windows Server 2003 family product.
* If the hard disk has an existing partition, you can delete it to create more unpartitioned disk space for a partition for a product in the Windows Server 2003 family. Deleting an existing partition also erases any data on that partition.
------------------------------------------ 4.3 Working with Dynamic Disks and Setup ------------------------------------------ A dynamic disk is a disk using the new storage type introduced with Microsoft Windows 2000. If you changed a disk to dynamic and you want to perform a new installation on the disk, review the following.
* If you used Windows 2000 or Windows XP to change a disk with no partitions directly to a dynamic disk, you must revert the disk to basic before you can install an operating system on it.
CAUTION: All data will be lost in the process of reverting the disk to basic, so back it up first.
You can use Windows 2000 or Windows XP to revert the disk, or you can use the Setup program for a product in the Windows Server 2003 family. To use Windows 2000 or Windows XP, follow the instructions in Help for your operating system. To use Setup for a product in the Windows Server 2003 family, during the partitioning phase, find the dynamic disk among the list of available partitions and then delete it (which erases all data on all volumes). You will be prompted to confirm your action. After you do this, the disk will contain only unpartitioned space, and you can use Setup to create a new (basic disk) partition on it.
* If you plan to rerun Setup on a computer on which a product in the Windows Server 2003 family was already installed, and the computer contains dynamic disks, be sure to read about the limitations for installing operating systems on disks that are changed to dynamic using a product in the Windows Server 2003 family. For more information, see topics about dynamic disks and the partition table in Help and Support Center. To open Help and Support Center, after completing Setup, click Start, and then click Help and Support.
====================================================================== 5.0 NETWORKS: TCP/IP, IP ADDRESSES, AND NAME RESOLUTION ====================================================================== TCP/IP is the network protocol that provides Internet access.
To use TCP/IP, make sure that each server is provided with an IP address, either a dynamic or automatic address provided through software, or a static address that you obtain and set. Because these addresses are numbers and therefore hard to remember, you will also have to provide users with names that are easier to use. Mapping this type of name to an IP address is called name resolution, and can be accomplished by various methods, primarily the Domain Name System (DNS) and Windows Internet Name Service (WINS). The following sections provide more information.
For detailed information about TCP/IP, DHCP, DNS, and WINS, see Help and Support Center as well as the Windows Server 2003 Resource Kit. To open Help and Support Center, after completing Setup, click Start, and then click Help and Support.
You can also view Help and Support Center topics on the Web at:
http://www.microsoft.com/windowsserver2003/proddoc/
------------------ 5.1 IP Addresses ------------------ As outlined in the preceding section, using TCP/IP requires that an IP address be provided for each computer. This section describes IP addressing options.
There are two basic approaches for providing an IP address for a server you are installing:
Dynamic Host Configuration Protocol (DHCP) ------------------------------------------ You can provide IP addresses to the computers on your network by configuring one or more DHCP servers, which provide IP addresses dynamically to other computers. A DHCP server must itself be assigned a static IP address.
One server or several servers can provide DHCP along with one or more name resolution services, which are called Domain Name System (DNS) and Windows Internet Name Service (WINS). The name resolution services are described in the next section, "Name Resolution for TCP/IP."
If you want to run Setup before you have finalized your decisions about which server to use as your DHCP server and what static IP address to assign to that server, you can choose "Typical settings" in the Networking Settings dialog box during Setup and complete the network configuration later. If you do this and there is no DHCP server in the network, Setup will use a limited IP addressing option called Automatic Private IP Addressing (APIPA). During the time that a server is using APIPA, it can communicate only with other computers using APIPA on the same network segment. A server that is using APIPA cannot make connections to the Internet (for browsing or e-mail), and cannot be used with DNS or Active Directory (which depends on DNS).
If you know which server you want to use as your DHCP server, when installing that server, in the Networking Settings dialog box in Setup, choose "Custom settings," and specify a static IP address and related network settings. For more information about how to do this, see "Specifying Networking Settings" in WebSrv2.TXT. After Setup, use information in Help and Support Center (click Start and then click Help and Support) to learn how to complete the configuration of DHCP in your network.
Static IP Addressing -------------------- For certain types of servers, you must assign a static IP address and subnet mask during or after Setup. These servers include DHCP servers, DNS servers, WINS servers, and any server providing access to users on the Internet. It is also recommended that you assign a static IP address and subnet mask for each domain controller. If a computer has more than one network adapter, you must assign a separate IP address for each adapter.
If you want to run Setup on a server before you have finalized your decision about the static IP address you want to assign to that server, you can choose "Typical settings" in the Networking Settings dialog box during Setup and configure that server later. In this situation, if there is a DHCP server in the network, Setup will obtain an IP address configuration from DHCP. If there is no DHCP server in the network, Setup will use Automatic Private IP Addressing (APIPA). APIPA is described in the previous item in this list, "Dynamic Host Configuration Protocol (DHCP)."
For more information about static IP addresses, including private IP addresses (which you choose from certain ranges of addresses) and public IP addresses (which you obtain from an Internet service provider), see Help and Support Center. To open Help and Support Center, after completing Setup, click Start, and then click Help and Support.
After you have formed a plan for IP addressing, the next components to consider are those for name resolution, which is the process of mapping a computer name (something that users can recognize and remember) to the appropriate IP address. The following sections describe options for name resolution.
-------------------------------- 5.2 Name Resolution for TCP/IP -------------------------------- Name resolution is a process that provides users with easy-to-remember server names, instead of requiring them to use the numerical IP addresses by which servers identify themselves on the TCP/IP network. The name-resolution services are Domain Name System (DNS) and Windows Internet Name Service (WINS).
DNS --- DNS is a hierarchical naming system used for locating computers on the Internet and private TCP/IP networks. One or more DNS servers are needed in most installations. DNS is required for Internet e-mail, Web browsing, and Active Directory. DNS is often used as a name resolution service in domains with clients running Windows 2000, Windows XP, or products in the Windows Server 2003 family.
If you need to install DNS on a computer running Windows Server 2003, Web Edition, complete Setup and then use Add/Remove Windows Components, which is part of Add or Remove Programs in Control Panel.
If you plan to install DNS on a server, specify a static IP address on that server and configure that server to use that IP address for its own name resolution. For information about assigning a static IP address, see "Static IP Addressing" earlier in this text file. For more information about configuring DNS, see Help and Support Center (after completing Setup, click Start, and then click Help and Support).
WINS ---- If you provide support for clients running Microsoft Windows NT or any earlier Microsoft operating system, you might need to install Windows Internet Name Service (WINS) on one or more servers in the domain. You might also need to install WINS if it is required by your applications. You can install WINS after Setup by using Add/Remove Windows Components, which is part of Add or Remove Programs in Control Panel.
If you plan to install WINS on a server, specify a static IP address on that server. For information about assigning a static IP address, see "Static IP Addressing" earlier in this text file. For more information about configuring WINS, see Help and Support Center (after completing Setup, click Start, and then click Help and Support).
====================================================================== 6.0 DECIDING BETWEEN WORKGROUPS AND DOMAINS ====================================================================== A domain is a group of accounts and network resources that share a common directory database and set of security policies, and might have security relationships with other domains. A workgroup is a more basic grouping, intended only to help users find objects such as printers and shared folders within that group. Domains are the recommended choice for all networks except very small ones with few users.
In a workgroup, users might have to remember multiple passwords, one for each network resource. (In addition, different users can use different passwords for each resource.) In a domain, passwords and permissions are simpler to keep track of, because a domain has a single, centralized database of user accounts, permissions, and other network details. The information in this database is replicated automatically among domain controllers. You determine which servers are domain controllers and which are simply members of the domain. (A server running Windows Server 2003, Web Edition, cannot be a domain controller.) You can determine these roles not only during Setup but afterward.
Domains, and the Active Directory directory service of which they are a part, provide many options for making resources easily available to users while maintaining good monitoring and security. For more information about Active Directory, see Help and Support Center (after completing Setup, click Start, and then click Help and Support).
You can also view Help and Support Center topics on the Web at:
http://www.microsoft.com/windowsserver2003/proddoc/
(additional Setup information in WebSrv2.txt)
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