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********************************************************************** Windows Server 2003, Enterprise Edition Setup Text Files, Part 3 of 6: Getting Ready for an Upgrade or a New Installation (cont.)
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This part of the Setup text file series can help you plan for an installation or upgrade to Microsoft Windows Server 2003, Enterprise Edition, in a network with one to five servers and 100 or fewer clients.
The following list of headings can help you find the planning information that applies to you. For information about running Setup, see EntSrv4.TXT. If you have a server cluster, also be sure to read EntSrv5.TXT and EntSrv6.TXT.
In EntSrv1.TXT: --------------- 1.0 Upgrades Compared to New Installations 2.0 System Requirements and Hardware Compatibility 3.0 Important Files to Review 4.0 Upgrades in a Domain Containing Windows 2000 Domain Controllers
In EntSrv2.TXT: --------------- 5.0 Upgrades in a Windows NT 4.0 Domain 6.0 Decisions to Make for a New Installation 7.0 Choosing a Licensing Mode
In EntSrv3.TXT: --------------- 8.0 Deciding Whether a Computer Will Contain More Than One Operating System 9.0 Choosing a File System for the Installation Partition 10.0 Planning Disk Partitions or Volumes for New Installations 11.0 Networks: TCP/IP, IP Addresses, and Name Resolution 12.0 Deciding Between Workgroups and Domains
====================================================================== 8.0 DECIDING WHETHER A COMPUTER WILL CONTAIN MORE THAN ONE OPERATING SYSTEM ======================================================================
On a computer with an appropriate disk configuration (outlined in the table later in this section), you can install more than one operating system, and then choose between the operating systems each time you restart the computer.
Note: On an Itanium architecture-based computer, you can install Windows XP 64-Bit Edition, the 64-bit version of Windows Server 2003, Enterprise Edition, or the 64-bit version of Windows Server 2003, Datacenter Edition. In the sections that follow, information about operating systems that you cannot install does not apply. For example, information about Microsoft Windows 2000 or Microsoft Windows NT 4.0 does not apply to an Itanium architecture-based computer.
For example, on an x86-based computer, you could set up a server to run Windows Server 2003, Enterprise Edition, most of the time, but allow it to sometimes run Windows NT Server 4.0, Enterprise Edition, to support an older application. (However, to do this you would need to make specific file system choices and would need Service Pack 5 or later, as described in "Multiple Operating Systems and File System Compatibility" and "Choosing a File System for the Installation Partition" later in this text file.) During restarts, a display would appear for a specified number of seconds, allowing you to select between the two operating systems. (You can specify a default operating system that will run if no selection is made during the restart process.)
The following table shows the disk configurations on which you can install more than one operating system.
IMPORTANT: You must follow the requirements in the following table. For example, on a basic disk, you must install each operating system, including Windows Server 2003, Enterprise Edition, in a separate partition. This ensures that each operating system does not overwrite crucial files that are needed by another operating system.
====================================================================== DISK CONFIGURATION REQUIREMENTS FOR MULTIPLE OPERATING SYSTEMS ---------------------------------------------------------------------- Basic disk or disks You can install multiple operating systems, including Windows NT 4.0 and earlier operating systems, on a basic disk. Each operating system must be on a separate partition or logical drive on the disk.
Single dynamic disk You can install only one operating system.
However, if you used Windows 2000 or Microsoft 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. For more information, see "Working with Dynamic Disks and Setup" later in this text file.
Multiple dynamic Each dynamic disk can contain one installation disks of Windows 2000, Windows XP, or a product in the Windows Server 2003 family. No other operating systems can start from a dynamic disk.
However, 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. For more information, see "Working with Dynamic Disks and Setup" later in this text file. Master boot record You cannot start operating systems from an (MBR) disk on an MBR disk on an Itanium architecture-based Itanium computer. You must use a GPT disk for this architecture-based purpose. computer
GUID partition You can install one or more operating table (GPT) disk systems on a GPT disk on an Itanium on an Itanium architecture-based computer. The guidelines architecture-based in this table for basic and dynamic disks computer apply to GPT disks on Itanium architecture-based computers.
-------------------------------------------------- 8.1 Reasons to Install Only One Operating System -------------------------------------------------- Setting up a computer so that you can choose between two or more operating systems at startup does have an advantage: it allows you to use applications that run only with a particular operating system. However, there are definite reasons to install only one operating system:
* Each operating system uses valuable disk space.
* Compatibility issues, especially file system compatibility, can be complex. For more information, see "Multiple Operating Systems and File System Compatibility" later in this text file.
* On a dynamic disk (a storage type available with products in the Windows Server 2003 family), you can have only one operating system per disk. Dynamic disks also will not work with some operating systems. For more information, see the table in the previous section, "Deciding Whether a Computer Will Contain More Than One Operating System."
* It is no longer necessary to maintain multiple operating systems as a safeguard against problems with starting the computer. With products in the Windows Server 2003 family, you have other options for system recovery. For example, if you have a problem with a newly installed device driver, you can use Safe Mode, in which Windows Server 2003, Enterprise Edition, restarts with default settings and the minimum number of drivers. For more information about Safe Mode and other options for system recovery, see Help and Support Center.
-------------------------------------------------------------------- 8.2 Requirements for Setting Up a Computer with Multiple Operating Systems -------------------------------------------------------------------- Before you decide to set up a computer with more than one operating system, review the following restrictions.
Note: On an Itanium architecture-based computer, you can install Windows XP 64-Bit Edition, the 64-bit version of Windows Server 2003, Enterprise Edition, or the 64-bit version of Windows Server 2003, Datacenter Edition. In the sections that follow, information about operating systems that you cannot install does not apply. For example, information about Windows 2000 or Windows NT 4.0 does not apply to an Itanium architecture-based computer.
On computers that contain Microsoft Windows 98 or Microsoft Windows Millennium Edition and Windows Server 2003, Enterprise Edition:
* Install each operating system on a different partition, and install the applications used with an operating system on the same partition with it. If an application is used with two different operating systems, install it on two partitions.
* Windows 98 or Windows Millennium Edition must be installed on a basic disk on a partition formatted with FAT or FAT32. If either Windows 98 or Windows Millennium Edition is not installed on the system partition, which is almost always the first partition on the disk, the system partition must also be formatted with FAT or FAT32.
* Windows Server 2003, Enterprise Edition, must be installed last. Otherwise important files that are needed for starting Windows Server 2003, Enterprise Edition, could be overwritten.
* File system compatibility might be an issue. See "Multiple Operating Systems and File System Compatibility" later in this text file.
On computers that contain Windows NT 4.0 and Windows Server 2003, Enterprise Edition:
* See "Multiple Operating Systems and File System Compatibility" and "Computers That Contain Windows NT 4.0 and Windows Server 2003, Enterprise Edition," later in this text file.
On computers that contain some combination of Windows Server 2003, Enterprise Edition, with Windows 2000 or Windows XP, or that contain multiple partitions with products in the Windows Server 2003 family:
* Install each operating system on a different partition or, for dynamic disks, on a different disk, and install the applications used with an operating system on the same disk or partition with it. If an application is used with two different operating systems, install it in two places.
* For an x86-based computer, choose any product in the Windows Server 2003 family for installation on a specific partition. For example, you could install Windows Server 2003, Standard Edition, in one location and Windows Server 2003, Enterprise Edition, in another.
* For an Itanium architecture-based computer, you can choose among Windows XP 64-Bit Edition, the 64-bit version of Windows Server 2003, Enterprise Edition, and the 64-bit version of Windows Server 2003, Datacenter Edition.
* If Windows 2000 and Windows Server 2003, Enterprise Edition, are installed, Windows Server 2003, Enterprise Edition, must be installed last. Otherwise important files that are needed for starting Windows Server 2003, Enterprise Edition, could be overwritten.
* If the computer participates in a domain, use a different computer name for each installation. Because a unique security identifier (SID) is used for each installation on a domain, the computer name for each installation must be unique, even for multiple installations on the same computer.
* If you want to use the Encrypting File System (EFS), you must take certain steps to ensure that encrypted files will be available from each of the installations. For more information, see "Multiple Operating Systems and the Encrypting File System" later in this text file.
-------------------------------------------------------------- 8.3 Multiple Operating Systems and File System Compatibility -------------------------------------------------------------- On computers that contain multiple operating systems, compatibility becomes more complex when you consider file system choices. The file systems to choose from are NTFS, FAT, and FAT32. (For more information, see "Choosing a File System for the Installation Partition" later in this text file.)
NTFS is normally the recommended file system because it is more efficient and reliable, and supports important features including Active Directory and domain-based security. With NTFS, however, you need to take file system compatibility into account when considering whether to set up a computer to contain more than one operating system, because with Windows 2000 and the Windows Server 2003 family, NTFS has new features in addition to those in Windows NT. Files that use any new features will be completely usable or readable only when the computer is started with Windows 2000 or a product in the Windows Server 2003 family. For example, a file that uses the new encryption feature will not be readable when the computer is started with Windows NT Server 4.0 or Windows NT Server 4.0, Enterprise Edition, which were released before the encryption feature existed. (For more information about features that affect file accessibility with products in the Windows Server 2003 family, see "NTFS" later in this text file.)
IMPORTANT: If you want to set up a computer with both Windows NT and Windows Server 2003, Enterprise Edition, and you want to have an NTFS partition, the only appropriate version of Windows NT is version 4.0 with the latest released Service Pack. Using the latest Service Pack maximizes compatibility between Windows NT 4.0 and Windows Server 2003, Enterprise Edition. (Specifically, you must have Service Pack 5 or later.) Even the latest Service Pack, however, does not provide access to files using the new features in NTFS.
Using NTFS as the only file system on a computer that contains both Windows Server 2003, Enterprise Edition, and Windows NT is not recommended. On these computers, a FAT partition containing the Windows NT 4.0 operating system ensures that when started with Windows NT 4.0, the computer will have access to needed files. In addition, if Windows NT is not installed on the system partition, which is almost always the first partition on the disk, it is recommended that the system partition also be formatted with FAT.
------------------------------------------------------------ 8.4 Computers That Contain Windows NT 4.0 and Windows Server 2003, Enterprise Edition ------------------------------------------------------------ If you plan to set up a computer so that it contains Windows NT 4.0 and Windows Server 2003, Enterprise Edition, first review the following precautions:
* It is no longer necessary to maintain multiple operating systems as a safeguard against problems with starting the computer. With products in the Windows Server 2003 family, you have other options for system recovery. For example, if you have a problem with a newly installed device driver, you can use Safe Mode, in which Windows Server 2003, Enterprise Edition, restarts with default settings and the minimum number of drivers. For more information about Safe Mode and other options for system recovery, see Help and Support Center.
* Using NTFS as the only file system on a computer that contains both Windows Server 2003, Enterprise Edition, and Windows NT is not recommended. Follow the guidelines in "Multiple Operating Systems and File System Compatibility" earlier in this text file.
* Make sure that Windows NT 4.0 has been updated with the latest released Service Pack. For details, see "Multiple Operating Systems and File System Compatibility" earlier in this text file.
* Install each operating system on a different partition, and install the applications used with an operating system on the same partition with it. If an application is used with two different operating systems, install it on two partitions.
* Do not install Windows Server 2003, Enterprise Edition, on a compressed drive unless the drive was compressed with the NTFS file system compression feature.
* Windows Server 2003, Enterprise Edition, must be installed last. Otherwise important files that are needed for starting Windows Server 2003, Enterprise Edition, could be overwritten.
* If the computer participates in a domain, use a different computer name for each installation.
--------------------------------------------------------------- 8.5 Multiple Operating Systems and the Encrypting File System --------------------------------------------------------------- If you set up a server so that it contains some combination of Windows Server 2003, Enterprise Edition, with Windows 2000 or Windows XP, or contains multiple partitions with products in the Windows Server 2003 family, and you want to use the Encrypting File System (EFS) on the computer, you must take certain steps. These steps make encrypted files readable between the different installations.
* One approach is to ensure that all the installations are in the same domain and that the user of these installations has a roaming profile.
* Another approach is to export the user's file encryption certificate and associated private key from one installation and import it into the other installations.
For more information about EFS, roaming user profiles, and importing and exporting certificates, see Help and Support Center. To open Help and Support Center, after completing Setup, click Start, and then click Help and Support.
====================================================================== 9.0 CHOOSING A FILE SYSTEM FOR THE INSTALLATION PARTITION ======================================================================
You can choose among three file systems for an installation partition: NTFS, FAT, and FAT32. NTFS is strongly recommended in most situations.
Note: You can use important features such as Active Directory and domain-based security only by choosing NTFS as your file system.
IMPORTANT: On GPT disks, which are available only on Itanium architecture-based computers, it is strongly recommended that you use NTFS for the installation partition. However, if you have an Itanium architecture-based computer and you see that it has a small FAT partition of 100 MB or more, do not delete or reformat this partition. The partition is required for the loading of the operating system. For more information, see "Starting Setup on an Itanium Architecture-based Computer" in EntSrv4.TXT.
The following table lists a number of installation scenarios for x86-based computers (the last two scenarios are fairly uncommon) and provides file system guidelines for each one:
==================================================================== INSTALLATION OR UPGRADE SCENARIO FILE SYSTEM TO USE AND FOR AN X86-BASED COMPUTER ADDITIONAL INFORMATION TO READ -------------------------------------------------------------------- The computer currently uses NTFS Continue to use NTFS. only (no FAT or FAT32).
No additional information about file systems needed.
The computer is x86-based and has Consider reformatting or one or more FAT or FAT32 partitions. converting partitions so all AND partitions use NTFS. The computer contains only one operating system, or the For more information, see operating systems on the computer "Reformatting or Converting a include Windows 2000, Windows XP, Partition to Use NTFS" later in or products in the Windows this text file. Server 2003 family, but no other operating systems.
If the computer is Itanium architecture-based, see the important note earlier in this section.
The computer will contain For any partition that must multiple operating systems, one be accessible from MS-DOS, of which is MS-DOS, Windows 95, Windows 95, Windows 98, or Windows 98, or Windows Millennium Windows Millennium Edition, Edition. use FAT (or when appropriate, FAT32).
For more information, see "Requirements for Setting Up a Computer with Multiple Operating Systems" earlier in this text file.
The computer will contain Read "Multiple Operating multiple operating systems, one Systems and File System of which is Windows NT. Compatibility" earlier in this text file.
The sections that follow provide information about reformatting or converting a FAT or FAT32 partition to use NTFS, as well as additional background information about NTFS, FAT, and FAT32.
-------------------------------------------------------- 9.1 Reformatting or Converting a Partition to Use NTFS -------------------------------------------------------- If you have a FAT or FAT32 partition on which you want to install a product in the Windows Server 2003 family, and you want to use NTFS instead, you have two choices:
* You can convert the FAT or FAT32 partition to NTFS. This leaves files intact, although the partition may have somewhat more fragmentation and slower performance than a partition formatted with NTFS. However, it is still advantageous to use NTFS, regardless of whether the partition was formatted with NTFS or converted.
* If you install a product in the Windows Server 2003 family on a FAT or FAT32 partition, you are offered the option to convert the partition to NTFS. You can also convert a FAT or FAT32 partition after Setup by using Convert.exe. For more information about Convert.exe, after completing Setup, click Start, click Run, type cmd and then press ENTER. In the command window, type help convert, and then press ENTER.
* You can reformat the partition with NTFS. This erases all files on the partition, but results in less fragmentation and better performance than with a converted partition.
IMPORTANT: If you have an Itanium architecture-based computer and you see that it has a small FAT partition of 100 MB or more, do not delete or reformat this partition. The partition is required for the loading of the operating system. For more information, see "Starting Setup on an Itanium Architecture-based Computer" in EntSrv4.TXT.
If you format a partition during Setup, the file systems choices are listed as NTFS and FAT. The following table provides information about the relationship between partition size and file system choices during Setup.
====================================================================== SETUP CHOICES AND RESPONSES STATE AND SIZE OF PARTITION (WHEN FORMATTING THE PARTITION) ---------------------------------------------------------------------- Unformatted, Setup offers NTFS or FAT. less than 2 GB. Setup uses the format chosen.
Unformatted, Setup offers NTFS or FAT. 2 GB or larger, up to a If FAT is chosen, Setup uses FAT32. maximum of 32 GB.
Unformatted, Setup allows only NTFS. larger than 32 GB.
Previously formatted No formatting needed, even though an with FAT32 and unformatted partition of this size, larger than 32 GB. (Partition when formatted during or after Setup created with Windows 95, for a product in the Windows Windows 98, or Windows Server 2003 family, would have to Millennium Edition.) use NTFS. In other words, the Windows Server 2003 family continues to support previously-formatted FAT32 partitions of this size.
If you format a partition during Setup, you can choose between a quick format and a full format:
Quick format
Quick format creates the file system structure on the disk without verifying the integrity of every sector. Choose this method for any disk that has no bad sectors and no history of file-corruption problems that might be related to bad sectors.
Full format
A full format identifies and tracks bad sectors so that they are not used for storing data. Choose this method for any disk that has bad sectors or has a history of file-corruption problems that might be related to bad sectors.
------------------------------------ 9.2 NTFS Compared to FAT and FAT32 ------------------------------------ NTFS has always been a more powerful file system than FAT and FAT32. Windows 2000, Windows XP, and the Windows Server 2003 family include a new version of NTFS, with support for a variety of features including Active Directory, which is needed for domains, user accounts, and other important security features. For more details about features in NTFS, see "NTFS" later in this text file.
FAT and FAT32 are similar to each other, except that FAT32 is designed for larger disks than FAT. The file system that works most easily with large disks is NTFS.
The following table describes the compatibility of each file system with various operating systems.
Note: File system choices have no effect on access to files across the network. For example, using NTFS on all partitions on a server does not affect clients connecting across a network to shared folders or shared files on that server, even if those clients run an earlier operating system such as Windows 98 or Windows NT.
====================================================================== NTFS FAT FAT32 ---------------------------------------------------------------------- A computer running Access to files on Access to files on Windows 2000, Windows XP, a local partition a local partition or a product in the is available is available only Windows Server 2003 through MS-DOS, all through Windows 95 family can access files versions of Windows, OSR2, Windows 98, on a local NTFS partition. and OS/2. Windows Millennium A computer running Edition, Windows NT 4.0 with Windows 2000, Service Pack 5 or later Windows XP, and might be able to access products in the some files. Other Windows operating systems allow Server 2003 family. no local access.
The following table compares disk and file sizes possible with each file system.
====================================================================== NTFS FAT FAT32 ---------------------------------------------------------------------- Recommended minimum volume Volumes from Volumes from 33 MB size is approximately 10 MB. floppy disk to 2 TB can be size up to 4 GB. written to or read Maximum volume and partition using products in sizes start at 2 terabytes (TB) Does not the Windows and range upward. For example, support domains. Server 2003 family. a dynamic disk formatted with a standard allocation unit Volumes up to 32 GB size (4 KB) can have can be formatted as partitions of 16 TB minus 4 KB. FAT32 using products For more information about in the Windows maximum volume and partition Server 2003 family. sizes, see the Microsoft Windows Server 2003 Resource Kit, "Server Does not support Management Guide." domains.
Cannot be used on floppy disks.
Maximum file size is Maximum file Maximum file size is potentially 16 TB minus 64 KB, size is 2 GB. 4 GB. although files cannot be larger than the volume or partition they are located on.
---------- 9.3 NTFS ---------- This section provides background information about the features available with NTFS. Some of these features include:
* Better scalability to large drives. The maximum partition or volume size for NTFS is much greater than that for FAT, and as volume or partition sizes increase, performance with NTFS does not degrade as it does with FAT.
* Active Directory (and domains, which are part of Active Directory). With Active Directory, you can view and control network resources easily. With domains, you can fine-tune security options while keeping administration simple. Domain controllers and Active Directory require NTFS.
* Compression features, including the ability to compress or uncompress a drive, a folder, or a specific file. (However, a file cannot be both compressed and encrypted at the same time.)
* File encryption, which greatly enhances security. (However, a file cannot be both compressed and encrypted at the same time.)
* Permissions that can be set on individual files rather than just folders.
* Remote Storage, which provides an extension to your disk space by making removable media such as tapes more accessible. (This feature is not included with Windows Server 2003, Web Edition, or with Windows Server 2003, Standard Edition.)
* Recovery logging of disk activities, which allows NTFS to restore information quickly in the event of power failure or other system problems.
* Sparse files. These are very large files created by applications in such a way that only limited disk space is needed. That is, NTFS allocates disk space only to the portions of a file that are written to.
* Disk quotas, which you can use to monitor and control the amount of disk space used by individual users.
This is only a partial list of the features in NTFS in the Windows Server 2003 family.
For information about converting or reformatting a FAT or FAT32 partition, see "Reformatting or Converting a Partition to Use NTFS" earlier in this text file.
====================================================================== 10.0 PLANNING DISK PARTITIONS OR VOLUMES FOR NEW INSTALLATIONS ======================================================================
You must plan your disk partitions before you run Setup only if both of the following conditions are true:
* You are performing a new installation, not an upgrade.
* The disk on which you are installing is a basic disk, not a dynamic disk. Basic disks are the disk type that existed before Windows 2000; most disks are basic disks. Dynamic disks are disks that once were basic but were changed to dynamic using Windows 2000, Windows XP, or a product in the Windows Server 2003 family. If you plan to install to a dynamic disk, 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.
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. 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.
Do not install Windows Server 2003, Enterprise Edition, on a compressed drive unless the partition was compressed with the NTFS file system compression feature. (Uncompress a DriveSpace or DoubleSpace drive before running Setup on it.)
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, Enterprise Edition, require approximately 1.25 GB to 2 GB on an x86-based computer and 3 GB to 4 GB on an Itanium architecture-based computer, as described in "System Requirements" in EntSrv1.TXT. 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, user accounts, Active Directory information, 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, Enterprise 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. (If you want to have a dynamic disk on a computer that contains more than one operating system, be sure to read "Deciding Whether a Computer Will Contain More Than One Operating System" earlier in this text file.)
On Itanium architecture-based computers with more than one disk, you can plan not only the sizes of partitions, but also the partition style for each disk. A partition style determines the way that information about the partition is stored. There are two partition styles. The newer style (used on Itanium architecture-based computers only) stores partition information in the globally unique identifier (GUID) partition table (GPT). The older style stores information in the master boot record (MBR). On Itanium architecture-based computers, you must install Windows Server 2003, Enterprise Edition, on a GPT disk. With GPT, you can create more partitions and larger volumes, and take advantage of other benefits. For more information about partition styles on Itanium architecture-based computers, see Help and Support Center, and the Windows Server 2003 Resource Kit, "Server Management Guide."
IMPORTANT: If you are setting up a computer so that it contains multiple operating systems, you must install Windows Server 2003, Enterprise Edition, on its own partition or logical drive. This ensures that Windows Server 2003, Enterprise Edition, will not overwrite crucial files that are needed by the other operating system. For more information, see "Deciding Whether a Computer Will Contain More Than One Operating System" earlier in this text file.
------------------------------------------------------------------- 10.1 Disk Partition Requirements for Remote Installation Services ------------------------------------------------------------------- If you plan to use Remote Installation Services on this server so that you can install operating systems onto other computers, a separate partition for use by Remote Installation Services is necessary. Plan on using NTFS on this partition: NTFS is required for the Single Instance Store feature of Remote Installation Services.
If you need to create a new partition for Remote Installation Services, plan on doing it after Setup, and leave enough unpartitioned disk space so that you can create it (at least 4 GB of space is recommended). As an alternative, for the system disk (not cluster disks), you can plan to make the disk a dynamic disk, which allows more flexibility in the use of the disk space than a basic disk. (However, if you want to have a dynamic disk on a computer that contains more than one operating system, see "Deciding Whether a Computer Will Contain More Than One Operating System" earlier in this text file.)
For more information about Remote Installation Services and about disk and partition choices, see Help and Support Center. To open Help and Support Center, after completing Setup, click Start, and then click Help and Support.
--------------------------------------- 10.2 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 your 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 Windows Server 2003 family product 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 Windows Server 2003 family product. Deleting an existing partition also erases any data on that partition.
------------------------------------------- 10.3 Working with Dynamic Disks and Setup ------------------------------------------- A dynamic disk is a disk using the new storage type introduced with 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.
----------------------------------------------------------------- 10.4 Working with Volume, Mirror, or Stripe Sets or Stripe Sets with Parity ----------------------------------------------------------------- If you used Windows NT 4.0 to create a volume set, mirror set, stripe set, or stripe set with parity, and you want to run Setup for Windows Server 2003, Enterprise Edition, on that computer, you must prepare the disk set first. For details, see "Working with Volume, Mirror, or Stripe Sets, or Stripe Sets with Parity" in EntSrv2.TXT.
====================================================================== 11.0 NETWORKS: TCP/IP, IP ADDRESSES, AND NAME RESOLUTION ======================================================================
TCP/IP is the network protocol that provides Internet access.
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/
------------------- 11.1 IP Addresses ------------------- 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 EntSrv4.TXT.
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.
--------------------------------- 11.2 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.
DNS is installed automatically when you create a domain controller (or when you install Active Directory on an existing member server, which makes it a domain controller), unless the software for Windows Server 2003, Enterprise Edition, detects that a DNS server already exists for that domain. You can also install DNS by choosing the DNS server role in Manage Your Server or by using 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.
WINS ---- If you provide support for clients running 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 choosing the WINS server role in Manage Your Server or 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.
====================================================================== 12.0 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. You can determine these roles not only during Setup but afterward.
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 EntSrv4.TXT)
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