SBS Workstation Setup Procedure [Windows Small Business Server2003 bookexcerpt]

Happy July 3rd everyone – I am harry brelsford, author of Windows Small Business Server 2003 Best Practices and I enjoy posting a few pages of my book per day for your reading pleasure. I hope to have the entire book posted up by the time SBS 2008 ships!

Today we look at the keystrokes to add a workstation to the SBS 2003 network!

cheers and Happy 4th of July!

harry brelsford, ceo at smb nation, www.smbnation.com (I am also a Microsoft Small Business Specialist! aka SBSC)

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SBS Workstation Setup Process

The SBS workstation setup approach is a four-step process, and compared to the SBS server machine installation, it is relatively simple. Another interesting point is that, whereas you perform the SBS server machine setup only once, you perform the SBS workstation setup multiple times. I’ve found that such repetition breeds familiarity; your comfort level increases with this process.

Of the four steps, the first two (running the Add User Wizard and then the Set Up Computer Wizard) are performed on the SBS server machine via the To Do List. The last two steps are performed on the SBS workstation. Run the setup program over the wire via a Web browser and install the client applications. This process is detailed in Figure 4-21.

A quick SBS 2003-specific comment for you: If you have worked with SBS in the past, say SBS 4.5, you will be very pleased to see that SBS 2003 has greatly simplified the add user and computer processes. This was accomplished in part by adding the bulk entry capability, using user account templates, and eliminating the “magic” setup diskette. All this and more will be displayed and discussed in a moment.

Figure 4-21

SBS Workstation setup process.

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The step-by-step process for adding users and client computers commences right here, right now!

1                    Again, assuming you’re logged on as the Administrator at the server machine SPRINGERS1, you will click the Add Users and Com­puters link from the To Do List.

2                    Click Next at the Welcome to the Add User Wizard.

3                    On the Template Selection screen, pick Power User Template, as

 

seen in Figure 4-22 and click Next. Figure 4-22

There are several templates to select from, including the new Mobile User Template.

BEST PRACTICE: There is an interesting design feature in the bulk add capability that relates to the Template Selection screen in Figure 4-22 above. If you look closely, the language clearly states that the selected template will be applied to all users. Furthermore, each user inherits the templates settings (as you would expect). But, we’ve got a slight problem if you were lead to believe that, using the bulk addition capability, we could add all of the SPRINGERS

users all at once. Such is not the case, because if you revisit the User List in Chapter 2, you see that two users are “power users” and the rest of the users are “users.” This translates into the following: You will need to run the Add User Wizard twice in the SPRINGERS methodology in order to add users that fall into two template categories.

Oh – and fear not that I’m ignoring the Mobile User Template. I elevate a user’s template-based permissions to that level in Chapter 11 using a cool new role transfer wizard.

BEST PRACTICE: You may look at the specific properties for each of these user templates to answer any questions you have. Such questions are often focused on exactly what settings are being invoked by selecting one template as compared to another template. However, viewing these properties can only be done when running the Add User Wizard in single-user mode (not bulk-add mode, which is the default from the To Do List). So you would click the User object under Standard Management in the Server Management console followed by a click on Add a User. Then select Display selected template’s default settings in the wizard checkbox on the Template Selection screen. You should do this while adding at least one of your users, so you better understand the background process that is occurring.

Interestingly, you can create your own user templates for use in SBS. This would make sense where you want to model a particular group of users around an application or function. For example, you might want to give users in the bookkeeping department access to the shared folder containing the data. This is done by selecting the Add Template button on the Template Selection screen (this button appears in the Add User Wizard in both single user and bulk add mode). The Add Template Wizard will commence. To learn more about adding a template and even importing and exporting templates between SBS server networks (e.g., multiple SBS customer sites),

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click User Templates under Standard Management on the Server Management console.

Finally, just when you’d have enough template talk, I draw your attention to the fact that you are not required to use a template at all when running the Add User Wizard in single-user mode (select Do not use a template to define user settings on the Template Selection screen). When running the Add User Wizard in bulk-add mode, you must select a template (there is no option for bypassing template usage).

1                    On the User Information screen, select Add. Complete the Specify the user information dialog box that appears in Figure 4-23. Click OK.

2                    Click Add again on the User Information screen and complete the Specify the user information dialog box for Bob Easter in a manner similar to the above step. Click OK when complete.

 

Figure 4-23

Adding the first power user, Norm Hasborn.

 

1                    Click Next after you’ve completed the entry of the two power users on the User Information page.

2                    Select Set up computers now on the Set Up Client Computers page. Click Next.

3                    Add the computer names PRESIDENT and CAREFEED01 by typ­ing one name at a time in the Client computer name field on the Client Computer Names page and clicking Add. Click Next.

4                    Accept the default selection of all client applications being selected on the Client Applications page. Select the After Client Setup is finished, log off the client computer checkbox as shown in Figure 4-24. Click Next.

 

Figure 4-24

Accepting all of the settings on the Client Applications page.

10.       Click Next on the Mobile Client and Offline Use page. Although this functionality isn’t part of the SPRINGERS methodology, you might consider these capabilities in the real world (functionality described under More Information). Click Next.

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11.       On the Completing the Add User Wizard page, be sure to click the here link and name the configuration page Add Users1.htm as part of your network notebook exercise. Click Finish.

BEST PRACTICE: Speaking of documenting the SBS 2003 network, there are a two other logs you would want to know about right now. These are located in \%System Drive%\Program Files\Microsoft Windows Small Business Server\Support\

*add_user_wizard.log. This log documents how users were added to the SBS 2003 network.

* scw.log. This log documents how client computers where configured for the SBS 2003 network.

A more technical log, SBSClientApps.log, can be viewed at \%System Drive%\Program Files\Microsoft Windows Small Business Server\Tools\. This log reports on internal application execution milestones.

Notes:

12. CAREFULLY read the Finishing Your Installation dialog box and

click OK. This is shown in Figure 4-25. Figure 4-25

A dialog box that hints at a next step you will perform on a client computer.

BEST PRACTICE: When you read the dialog box in the step above, you’ll note that you’re not being asked to actually go to the URL of http://SPRINGERS1/ConnectComputer at this time. Rather, the dialog box is telling you to go to a client computer and perform this action. I’ve seen people read this information far too rapidly and launch Internet Explorer on the SBS server machine and type in the URL to connect the computer. This happened repeatedly in the SBS 2003 hands-on lab tour in the US in the fall of 2003. You can not successfully run the connect computer command on the server machine, because the server is already connected to the network.

13. Click Close. Now repeat the above steps to add the remaining SPRINGERS users (listed in Chapter 2 in the User List) in one more pass using the User Template (this is the common template for all of these users). You will answer Yes when asked if you want to run the Add User Wizard again to add more users. Figure 4-26 displays the User Information screen you should have as part of this process.

Notes:

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Figure 4-26

Now you can really see the “bulk-add” capabilities in the Add User Wizard with all of these names displayed!

BEST PRACTICE: Note an interesting tidbit as you add all of the users for SPRINGERS. When you get to the Client Computer Names screen, there will be many client computers listed that have already been auto-named for you. This is typically the user name followed by “01” (e.g., BarryM01). Of course, this isn’t what we intend for the workstation naming with SPRINGERS (the User List in Chapter 2 provides that names), so you will use the Remove button to remove those names and then add the proper client computer names (SPRINGERS names computers by job function and then places 01 at the end).

So, let’s finish discussing the To Do List and then proceed to attach the client machine to the SBS network.

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