SBS 2008 book Table of Contents

Hiya folks – the printing press is rolling on the new Small Business Server 2008 (SBS) book and I thought I would post up the Table of  Contents (TOC) so you could see what the heck we’re talkin’ about.

I wrote this book with Philip Elder and I am really pleased with the outcome SBSers, Small Business Specialists (SBSC) and SMB consultants and channel partners can all benefit!

 

Contents

About The Authors ix

Philip Elder                                                         ix

Harry Brelsford                                                     x

Acknowledgements  xiii

Methodology                                                      xv

Preface xv

Real World                                                         xvi

Microsoft SBS Team and Partner Insights                             xvi

Tips                                                               xvi

Notes                                                              xvi

Usual Stuff                                                        xvii

Texas and Canadian Accent                                         xvii

Warning: HUMOR!                                                xviii

Organization                                                          xviii

Part 1: Small Business Server 2008 Deployment                       xviii

Part 2: Extending Small Business Server 2008                         xviii

Part 3: Small Business Server Administration                         xviii

Part 4: Small Business Server Advanced Topics                         xix

Appendix Matter                                                   xix

High Standards                                                         xix

Reader Feedback                                                       xx

 

SECTION ONE – Small Business Server 2008 Deployment

Chapter 1: Welcome to Small Business Server 2008 1-1

Defining SBS                                                          1-2

Cost-Effective, Cost-Efficient Crowd                                1-3

Larger-Than-Life Image Crowd                                     1-3

SBS Feature Creatures                                              1-3

SBS Zen Crowd                                                  1-10

The Big B Crowd: Small BUSINESS Server                          1-11

Converters                                                       1-12

Linux Lovers                                             1-12

Peer-To-Peer Upgraders                                   1-12

Windows Servers (NT, 2000, 2003, 2008)                    1-13

Soon-To-Be Newly Networked                             1-13

Novell NetWare Converters                                1-13

The I want to get secure access from the Interneters           1-13

Finder, Minder, Grinder                                               1-14

Finder                                                           1-14

Minder                                                          1-15

Grinder                                                          1-15

SBS Philosophy 101                                                   1-16

The Small Business                                                1-16

SBS Consultant                                                   1-19

Microsoft                                                        1-20

Deciding Whether SBS Is for You                                      1-21

Client Access License Limit                                        1-22

Four Walls                                                       1-22

One Business, Two Businesses, Three Businesses, Four                1-23

Single Domain, No Workgroups                                   1-24

Real SKUs                                                       1-24

Cost/Benefit Analysis                                             1-25

Business Reasons for SBS                                              1-26

Microsoft SBS Design Goals                                           1-27

Defining the SBS Market: The Small Business Model                 1-27

Attitude                                                  1-28

Affluence                                                1-29

Expertise                                                1-30

Defining the SBS Market: The Small Business Model                     1-31

SBS Architecture                                                     1-32

Root of Forest and a Single Domain                                1-33

Single Server in Standard and Second Server in Premium             1-33

End-User Workstations                                           1-34

User Applications                                                 1-34

Server-Based Business Applications                                 1-35

SBS Ecosystem                                                   1-35

Windows SBS Consoles                                           1-35

Microsoft Server Applications                                      1-36

Windows Server 2008                                             1-36

User Mode                                               1-36

Kernel Mode                                             1-37

Bringing It All Together                                               1-37

Competitive Analysis                                                 1-39

SBS 2008 Product Pre-Launch, Launch, and Availability                  1-43

The Future of SBS                                                    1-43

Summary                                                            -44

 

Chapter 2: Small Business Server Design and Planning 2-1

Springer Spaniels Limited                                              2-2

SBS Project Management                                               2-4

Planning Phase                                                    2-5

Early Planning Questions                                   2-5

Existing Network Layout                                   2-6

Check Existing Infrastructure                               2-7

List of SBS Stakeholders                                   2-10

User List                                                         2-12

Security                                                  2-15

Project Schedule                                          2-15

Addressing Hardware, Software, and Services

List and Budget Needs                                 2-16

Proposed Network Layout                                 2-17

Final Planning Activities                                   2-18

Server Installation Phase                                          2-21

Workstation Installation Phase                                     2-25

Follow-Up Phase                                                 2-26

Celebration Phase                                                2-27

SBS Expectation Management and Perception                           2-27

Scope of Work                                                   2-28

Over-Communicate                                              2-29

Selecting SBS Service Providers                                        2-30

SBS Consultants                                                  2-30

Hardware and Software Resellers                                   2-31

Hardware                                                2-32

Software                                                 2-32

Wiring and Cabling Contractors                                   2-33

Telco                                                            2-33

Internet Service Providers                                         2-34

Advanced Planning Issues                                             2-34

Software                                                             2-34

Other Software                                                   2-35

Hardware                                                            2-36

SBS Cheapskate, Beware!                                          2-37

Hardware Necessities                                             2-37

Windows Server Catalog                                          2-38

SBS Budgeting                                                       2-38

Summary                                                            -39

 

Chapter 3: Small Business Server Installation 3-1

Preinstallation Tasks                                                   3-4

Unpack and Connect                                              3-4

Check the Network                                        3-7

Perform Server Quick Tests                                 3-8

Backup Data                                             3-11

Read the Release Notes                                    3-12

SBS Site Review                                          3-13

SBS Installation Overview                                 3-13

SBS OS WinPE Setup (Phase 1)                            3-16

SBS Answer File Install (Phase 2)                           3-17

SBS Installation and First Input Round (Phase 3)             3-17

SBS Hardware Configuration, Driver Installs,

and Utilities (Phase 4)                                 3-18

SBS Getting Started Tasks List (Phase 5)                     3-19

Connect to the Internet                                    3-20

Protect Your Data                                         3-21

Add Users, Computers, and Devices                        3-22

Grow Your Business                                       3-22

Final Configuration and Testing                            3-23

Ready, Set, Go                                            3-24

SBS Setup                                                        3-26

The Getting Started Tasks List Lives!                                3-38

OEM Setup Scenario                                      3-39

Unsupported Devices                                     3-40

Upgrading to SBS                                                 3-40

Troubleshooting Setup Errors                                      3-41

Summary                                                            -41

 

Chapter 4: Introduction to the SBS Consoles 4-1

Meet the Windows SBS Consoles                                        4-2

Windows SBS Console                                             4-3

SBS Home Page                                                   4-4

Getting Started Tasks                                       4-4

Users and Groups Tab                                      4-6

Shared Folders and Web Sites Tab                          4-24

Backup and Server Storage Tab                             4-29

Security Tab                                              4-35

Windows SBS Console (Advanced Mode)                           4-41

Windows SBS Native Tools Management Console                    4-43

Summary                                                            -44

Chapter 5: SBS 2008 Deployment 5-1

Post OS Install Configuration Steps                                      5-2

GUI Customizations                                               5-4

Windows Explorer                                         5-4

Desktop Toolbar                                           5-5

Start Menu                                                5-6

Notification Area                                          5-7

Internet Explorer                                          5-9

Partitioning                                                      5-10

Swap File                                                        5-14

Windows SBS Native Tools Management Console                    5-15

Add the Group Policy Management Console                 5-16

Quota Templates                                          5-17

DHCP IPv4 Properties                                    5-20

DNS Settings                                             5-22

Default Company Shared Folder                                   5-23

Mapped Network Drive                                           5-26

WSUS Sync Schedule                                             5-30

Definition Updates in WSUS                                       5-31

Server Updates                                                   5-34

Getting Started Tasks: In Order                                        5-35

Finish Installation                                                5-35

Using the Windows SBS Console                           5-35

Connect to the Internet                                           5-35

Connect to the Internet Wizard                            5-36

Customer Feedback Options                               5-37

Set Up Your Internet Address Wizard                       5-38

Configure a Smart Host for Internet E-Mail                  5-43

Add a Trusted Certificate                                  5-44

Protect Your Data                                                 5-48

Configure Server Backup                                  5-48

Help Protect Your Server with Windows Live

OneCare for Server                                   5-51

Add Users, Computers, and Devices                                5-52

How Can Users Access Computers on the Network?          5-52

Add a New User Account                                  5-52

Connect Computers to Your Network                       5-57

How Can I add a Shared Printer to the Network?             5-67

Grow Your Business                                              5-67

Set Up Your Microsoft Office Live

Small Business Web Sites                              5-67

Summary                                                            -67

Small Business Server 2008 Photo Essay 5-69

 

SECTION TWO – Extending Small Business Server 2008

 

Chapter 6: Standard Security in SBS 2008 6-1

SPRINGERS Network                                                 6-1

Calyptix (Harry)                                                      6-2

Setup                                                             -3

Management                                                      6-6

SonicWALL (Harry)                                                   6-7

Setup                                                             -7

WatchGuard (Harry)                                                 6-11

Setup                                                            6-12

Management                                                     6-13

Untangle (Philip)                                                     6-15

Setup                                                            6-17

Management                                                     6-21

Microsoft Internet Acceleration and Security Server (ISA) (Philip)         6-23

The Final Words                                                      6-24

Windows Firewall                                                6-25

Caveat Emptor                                                   6-25

Summary                                                            -25

 

Chapter 7: Messaging with Exchange 2007 and Outlook 2007 7-1

What You May Already Know About Exchange Server 2007!               7-2

What You May Already Know About Outlook 2007                       7-4

Exchange Under the Hood                                             7-5

Okay—What Is Exchange Server 2007?                              7-5

Really Managing Exchange                                         7-6

Active Directory Users and Computers                              7-7

Internet Information Server 7                                       7-9

Core Windows Server 2008 Services                                7-10

Blocking Attachments, E-mails, and Content                        7-11

Attachment Blocking                                      7-11

Spam Filtering                                            7-12

POP3 Connector                                                     7-13

Advanced Topics                                                     7-14

External Junk Mail Filtering                                       7-15

M&M’s Site                                                      7-16

Mail Bagging and Multiple MX Records                             7-16

Instant Messaging—NOT!                                         7-17

Exchange Migrations                                              7-18

Extending Exchange                                                  7-18

Multiple Exchange Servers                                         7-18

Hosted Exchange                                                 7-18

Outlook 2007                                                        7-19

Sending an E-mail                                                7-19

Creating an Appointment                                         7-20

Creating Contacts                                                7-21

Public Folders                                                    7-22

Attachment Blocking and Warnings                                7-23

Junk E-mail                                                      7-27

Junk Users                                                       7-28

Recovery Movement                                                  7-29

Forwarding E-mail to Your Mobile Telephone                       7-31

Cached Exchange Mode                                           7-32

It’s Client, Not Server!                                             7-32

Extending Outlook                                                   7-32

Outlook Mobile Access (OMA)                                    7-33

Mobile-side                                              7-33

Outlook Business Contact Manager                                7-35

Next Steps!                                                           7-38

Summary                                                            -38

 

Chapter 8: Collaboration with Windows SharePoint Services 8-1

What’s New                                                           8-1

Companyweb Feature Overview                                    8-4

SharePoint Libraries                                        8-4

SharePoint Communications                               8-14

SharePoint Tracking                                       8-21

SharePoint Custom Lists                                   8-30

SharePoint Web Pages                                     8-30

Fax Center                                               8-31

Idle Timeout                                             8-31

Summary                                                            -32

 

Chapter 9: Mobility and Remote Connectivity 9-1

Remote Web Workplace                                                9-2

Remote Web Workplace Access                                     9-3

Portal Contents                                                    9-4

Portal Header                                             9-5

Portal Buttons                                             9-7

Management Links                                        9-8

Organization Links                                        9-8

Administration Links                                      9-9

Remote Web Workplace Idle Time                           9-9

Remote Web Workplace Advanced Features                 9-10

User Password Expiry                                             9-11

Outlook Web Access                                                  9-13

Outlook Web Access GUI                                         9-15

OWA Header                                             9-15

Mail                                                     9-20

Calendar                                                 9-21

Contacts                                                 9-22

Tasks                                                    9-22

Documents                                              9-23

Public Folders                                            9-23

Remote Desktop Web Access                                          9-24

Companyweb Internal Web Site                                        9-26

Outlook Anywhere                                                   9-27

Outlook Mobile Access                                                9-28

VPN Connectivity                                                    9-31

Create a Connection                                              9-31

Connect to SBS Resources via VPN                                9-31

VPN Access Permissions                                          9-32

Summary                                                            -34

 

Chapter 10: Fax and Print 10-1

Introduction                                                         1-1

SBS Fax                                                              10-2

SBS Fax Modem                                                  10-3

SBS Fax Service Setup                                             10-3

SBS Network Printing                                                 10-5

Physically Connecting a Printer                                    10-5

Connecting a Network Printer                                     10-7

SBS Printer Setup                                                10-10

Deploy Printer via Group Policy                                      10-13

Windows Vista                                                  10-13

Windows XP Professional, Windows 2000 Professional              10-18

Configure the Vista Workstation Fax Service                           10-21

Windows Vista Fax and Scan                                     10-22

Summary                                                           1024

 

Chapter 11: Internet and the Web 11-1

Introduction                                                         1-1

Office Live Small Business Setup                                       11-3

Set Up Your Microsoft Office Live Small Business Web Sites           11-3

Office Live Small Business Web Site                                    11-6

Office Live Small Business Management Portal                      11-7

Modify the Default Office Live Small Business Web Site              11-10

Office Live Small Business Applications Web Site                       11-12

Summary                                                           11-15

 

SECTION THREE – Small Business Server 2008 Administration

 

Chapter 12: Daily, Weekly, Monthly, and Annual Tasks 12-1

Backup Setup                                                        12-5

SBS 2008 Backup                                                 12-5

SS-SBS Backup Tasks and Wizards                          12-7

Rotations                                               12-10

Compliance Considerations                               12-10

On-Premise Third-Party Backup                                  12-10

Harry’s View                                            12-11

Philip’s View                                            12-11

Off-Premise Third-Party Backup                                  12-12

Harry’s View                                            12-12

Philip’s View                                            12-13

AntiVirus and Malware                                              12-13

Harry’s View                                                    12-14

Philip’s View                                                    12-14

Forefront Server Security for Exchange SP1 Reports                 12-15

Live OneCare for Server Status                                    12-15

Task Scheduler                                                      12-16

WSUS Update Monitoring                                           12-18

Quick Hitters                                                       12-19

Daily/Weekly                                                   12-19

Monthly/Annual                                                12-20

Role of Managed Services                                            12-22

Harry                                                          12-22

Philip                                                          12-23

Karl                                                            12-24

Managed Services and the Daily/Weekly/Monthly checklist  12-25

Patch Management                                      12-26

Summary                                                           1226

Chapter 13: Monitoring Small Business Server 2008 13-1

You Are Already Doing It!                                             13-2

Configuring Monitoring                                              13-3

Interpreting Monitoring Settings and Results                            13-8

More Monitoring Tools                                               13-9

Snap-Ins                                                        13-10

Baselining                                                      13-11

Task Manager                                                   13-12

Disk Defragmenter                                              13-12

Performance Monitor                                            13-13

Command Line Stuff                                             13-16

Event Log Structures                                             13-17

Poor Man’s Managed Services                                         13-21

Back to Business!                                                13-22

Third Partyisms                                                     13-23

SBS Code Plex                                                  13-23

Level Platforms (LPI)                                                13-24

Kaseya                                                             13-25

Summary                                                           1326

 

SECTION FOUR – Small Business Server 2008 Advance Topics

 

Chapter 14: Small Business Server Advanced Security 14-1

Thinking Security!                                                    14-1

Desktop Security                                                     14-2

Acceptable Use Policy                                             14-3

Group Policy Workstation Security Settings                             14-4

Local Policies: User Rights Assignment                             14-5

Local Policies: Security Options                                    14-7

Shared Remote Connectivity Protection                            14-8

Remove Disconnect from Start Menu                       14-9

Set GPO to Enforced                                             14-12

Group Policy User Security Settings                                   14-13

Screen Saver Management                                        14-13

Deploy Windows Defender to XP Pro Clients                       14-16

Share Setup                                             14-17

Download Package                                       14-18

Setup Delivery                                           14-20

Summary                                                           1422

 

Chapter 15: SBS 2008 Premium and SQL Server 2008 15-1

Meet the “Other Server”                                               15-1

Installing Windows Server 2008                                        15-2

Meet SQL Server 2008                                                15-2

SQL Server Defined                                               15-4

Features and Functionality                                         15-4

Services and Databases                                            15-6

Installing SQL Server 2008                                            15-6

Using SQL Server 2008                                                15-8

Create a Database                                                 15-8

Create a Table                                                    15-8

Add Data                                                       15-10

Query the Data                                                  15-11

Line-of-Business Applications                                        15-11

Microsoft Dynamics                                             15-12

Third-Party General                                             15-12

Third-Party Narrow Vertical Markets                              15-12

Custom                                                        15-13

Summary                                                           1513

 

Appendix A: Small Business Server 2008 Resources A-1

SBS Blogs                                                             -1

SBS Websites                                                          A-2

SBS Partner Sites                                                      A-2

SBS-related sites                                                       A-2

SBS User Groups and Partner Groups                                    A-3

Appendix Z: Tips, Tricks Diagrams, and Grids A-5

SBS 2008 Direct Connect URLs                                         A-5

Philip’s Lab Setup                                                      A-6

The Server Setup                                                  A-7

The Workstation Setup                                             A-7

SPRINGERS User and Workstation Excel Spreadsheet  A-9

Sample SPRINGERS Virtual Machine Setup Grid                      A-10

SPRINGERS Summary Network Report  A-11

SPRINGERS Detailed Network Report A-12

Springer Spaniels’ Remote Web Workplace Portal A-13

Index A-15

 

cheersharrybbbb

 

Harry Brelsford, CEO at SMB Nation

 

www.smbnation.com

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