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1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services [email protected]

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Page 1: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

1183 Windows 2003 Migration

Strategies

Gary L. Olsen

Consultant

Americas Escalation Team

HP Services

[email protected]

Page 2: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Windows 2000: Active Directory Design and Deployment

Author: Gary OlsenAuthor: Gary OlsenPublisher: New RidersPublisher: New RidersISBN: 1578702429ISBN: 1578702429

Page 3: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Agenda

Migration Roadmap and Planning

Migration Plan: Upgrade vs Restructure

Functional Levels in Windows 2003

Moving from NT4 to Windows 2003

Moving from Windows 2000 to Windows 2003

Tools

Page 4: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

HP’s Roadmap to a successful Windows 2000, 2003 infrastructure

CurrentDesign review

CurrentDesign review

Plan & DesignPlan & Design

AssessmentAssessment ManageManage

Implementation Implementation

PilotPilot Proof ofConcept

Proof ofConcept

SupportSupport

Page 5: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

The Migration Plan

In-Place Upgrade– Upgrade NT PDC to Windows 2003

• Interim Mode• No W2k DCs• Prepare for the “Pile-On” problem• Convert to Windows 2003 Forest mode

– Upgrade Windows 2000 to Windows 2003• Mixed Mode (by default)• NT, W2K, W2K3 DCs• Upgrade NT, W2K to W2K3• Convert to Windows 2003 Native Domain, Forest

mode

In-Place Upgrade vs Restructure

Page 6: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Windows NT 4

11A

22

C

22

B

Windows 2000/2003

AKerberos

B

Kerberos

C

Windows 2000/2003

A

33

OUOUOUOU

33

OUOUOUOU

Domain Upgrade

Page 7: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Domain Restructure

Windows NT 4

A

CB

Windows 2000/2003“Pristine Domain”

11

AOUOUOUOU OUOUOUOU

33

44

Microsoft or 3rd Party

Migration Tool

22

1. Create pristine Windows 2000 forest/domain/OU structure2. Configure Microsoft or 3rd Party Migration Tool3. Migrate global groups, machine accts and user accts from MUD4. Migrate global groups, machine accts, user accts from Resource

Domains to domain, OUsAccts, Groups can migrate to any domain/OU

Page 8: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

In-Place Upgrade vs Restructure

In-Place Upgrade Maintains domain model

Retains Users, groups, trusts, settings, services, applications

Easier, cheaper

Higher Risk – destroys NT4 Structure

“Pile-on” bug

Collapse domains in multiple steps

Domain RestructureAllows one step domain

collapse

Rebuild trusts, settings, applications, etc.

Expensive: Additional new hardware, Migration tool

Lower risk – keeps NT4 structure

Tear down and re-create with less impact on production

Page 9: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Functional Levels in Windows 2003

Page 10: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Functional Level Basics

Review of native and mixed mode

Functional levels as Active Directory versioning scheme

Domain Functional Level– Windows 2000 Native and Mixed– Windows 2003 Native and Mixed – Windows 2003 Interim (NT)

Forest Functional Level– Windows 2000 (none)– Windows 2003 Native– Windows 2003 Mixed

NOTE: – Windows 2003 Mixed – “Windows 2000 Native/Mixed” in the UI

• Default– Windows 2003 Native = “Windows 2003” in the UI

Page 11: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

W2k FOREST

Review: Win2k Native/Mixed Domains

NT 4.0 BDC

W2K DC

Native

Mixed Mixed

Page 12: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Win2003 FOREST

Domain Functional Levels: Windows Server 2003 Native in W2K Forest

NT 4.0 BDC

W2K DC

Windows Server 2003 DC

Windows Server 2003 Native

W2K Mixed

W2k Native

Page 13: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Win2003Mixed FOREST

Domain Functional Levels: Windows Server 2003 “Interim”

NT 4.0 BDC

W2K DC

Windows Server 2003 DC

Windows Server 2003 Native

Windows Server 2003 Native

Windows Server 2003 Native

Page 14: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Win2003 Native FOREST

Windows Server 2003 Forest “Native” level

Windows Server 2003Windows

Server 2003 Native

Windows Server 2003 Native

Windows Server 2003 Native

Page 15: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Domain Level

Domain Version Domain Functionality Features Enabled DCs Supported

0 Windows 2000 mixed Basic Windows 2000 Windows NT 4.0, Windows 2000, Windows Server 2003

0 Windows 2000 native Group nesting, Universal groups

Windows 2000, Windows Server 2003

1 Windows Server 2003 interim mixed

?? Windows NT 4.0 and Windows Server 2003

1 Windows Server 2003 interim native

?? Windows Server 2003

2 Windows Server 2003 DC rename, Logon timestamp, User password attribute, Security??

Windows Server 2003

Page 16: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Forest Level

Forest Version

Forest Function Features Enabled DCs Supported

0 Windows 2000 Basic Windows 2000 Windows NT 4.0, Windows 2000, Windows Server 2003

1 Windows Server 2003 interim

Link value replication and improved KCC algorithm.Still in mixed mode.

Windows NT 4.0, Windows Server 2003

2 Windows Server 2003 Whatever… all domains must be in native mode

Windows Server 2003

Page 17: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Migration Plan

Page 18: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Win 2003 “Mixed’ FOREST

1. Upgrade all DCs in Forest to Windows Server 2003

NT 4.0

W2K

Windows Server 2003

Windows Server 2003 Native

Mixed W2K Native

Page 19: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

W2003 Mixed FOREST

2. Raise Domain Functional Level to Windows Server 2003 (2003) – all domains

NT 4.0

W2K

Windows Server 2003

Windows Server 2003 Native

Windows Server 2003 Native

Windows Server 2003 Native

Page 20: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

W2003 Forest Native

3. Raise Forest Functional Level to

Windows Server 2003 (2003)

NT 4.0

W2K

Windows Server 2003

Windows Server 2003 Native

Windows Server 2003 Native

Windows Server 2003 Native

Page 21: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

In-place upgradeWindows NT to Windows 2003

Page 22: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Process

Watch for the “Pile On” issue

Prepare DNS– Put W2K3 DNS server in NT domain– NT4 Clients can use it (but can’t register)– Ready for the W2K3 upgrade

Upgrade PDC first

Set Forest Functional level to “Interim” when running DCPROMO

Gradually upgrade BDCs

Switch Functional Level (forest and domain) to Windows 2003 (Native)

Page 23: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

The Pile-On Issue

Basic: Win2K Pro workstations will authenticate to a Kerberos Key Distribution Center

(KDC)– If no KDC, falls back to NTLM– UNLESS: It finds a KDC once…

Problem: In-place upgrade– PDC is upgraded to Win2k as DC (KDC)

• All W2k Pro clients, servers will authenticate to it– Flood slow WAN links– Won’t authenicate to local BDCs– Big Problem for W2K Member Servers

Page 24: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Pile-on Solution

Q284937– SP2 Required (prefer SP3)

• Regkey sets NT4 Emulation on PDC (no kerberos)– Problem – can’t Promote DC – needs Kerberos

• Another “fix” – “Neutralize” RegKey on other DCs– With sufficient DCs to handle the W2K Pro load, re-set the

keys– Also see Q231789 – Local Logon Process for Windows

2000

Requires– W2K or W2K3 DNS– W2K Trust

Page 25: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Another Pile-on Solution

Downlevel

Trust

•Put W2k Pros in W2k Test Resource Domain

•W2K Pros Authenticate to W2k DC

NT4

“A”

W2K “B”

Win2k DC PDC

Page 26: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Setting 2003 Interim Level

Page 27: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Migrating from Windows 2000 to

Windows 2003

Page 28: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

In-Place Upgrade from Windows 2000

Easy and seamless upgrade process– No restructuring necessary– No forest, domain, OU or site topology planning necessary– No user/ workstation/ profile migration necessary

Full compatibility between 2003 DC and Windows 2000 DC– 2003 DC can play any FSMO role in Windows 2000 forest– Upgrade from Windows 2000 or build new replica

Preparing forest and domains are separate steps from introducing the first 2003 DC

Page 29: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Impact on current Windows 2000 environment

Schema extensions (ADPrep)– Affects every DC – W2K and W2K3– Can’t go back

Group Policy– Over 200 new settings

• Software Restriction Policies• RSOP

New Cool W2K3 tools– Available thru XP too!

Little impact on replication traffic:

Page 30: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Pre-upgrade Checklist

Check the HCL

System State Backup– At least 2 DCs in each domain +forest root

Inventory Domain Controllers in the forest– Windows 2000 SP3 (best)– Windows 2000 SP2 (minimum)

Verify end to end AD replication throughout the forest– W2K3 or XP: Repadmin /Replsum

Verify FRS Replication

FSMO role owners inventory

Event Logs – errors, warnings of interest

Disk Space inventory

Page 31: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

ADPrep /ForestPrep

REQUIRED To upgrade Windows 2000 - 2003

Location: Windows 2003 Server CD \i386\adprep.exe Runs on the Schema Master server

May cause full replication to Windows 2000 GCs

Extends the AD schema

Adjusts ACLs on special containers

Creates special container when finished successfully– CN=Windows2002Update,CN=ForestUpdates,CN=Configuration,DC=<

forest_root_domain>

Upgrade without ADPrep first yields errors…

Page 32: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com
Page 33: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com
Page 34: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Moving to Windows 2003:

Restructuring

Page 35: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Inter-forest scenario:Migrating from Windows NT/2000 to 2003

Americas EMEA AsiaPac Accounts

ServerResources

Page 36: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Restructuring considerations

Need to preserve the SID when crossing the domain boundary

Use SIDHistory attribute:– Available only in Windows 2000 native mode

Page 37: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Scenario 1: NT-W2K3 Migration

New GUID

New SID

Must use SIDHistory

NT4 -> Win2K

NT4 -> 2003

Win2K -> 2003

Accounts

Page 38: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Scenario 2: Inter-Forest Migration

New GUID

New SID

Must use SIDHistory

Win2K -> Win2K

Win2K -> 2003

2003 -> 2003

•W2K-W2KW2K-W2K

•W2K-W2K3W2K-W2K3

•W2K3-W2K3W2K3-W2K3

Page 39: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Scenario 3: Intra-Forest (between domains)

Same GUID

New SID

Must use SIDHistory

Win2K -> Win2K

Win2K -> 2003

2003 -> 2003

Page 40: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Scenario 4: Domain rename

Objects are intact

2003 forest only

Page 41: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

What you can do (The Good):– Rename a DC.– Rename a domain: DNS or NETBios or both!– Rename and restructure domains in a forest.

Restrictions (The Bad):– Can’t do it if Exchange is deployed in forest

• Earliest support is Titanium SP1– Can’t Rename A DC that has Certificate Services installed– Can Rename a domain that has Microsoft CA installed but it is

very ugly– Must be in Windows 2003 Native Forest mode: Only W2K3 DCs in

Forest– Can rename root domain but can’t change domain that is forest

root.

Intra-forest scenario:Domain rename

Page 42: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Domain Rename

A.com

C.A.comB.A.com

D.B.A.com

The Original…The Original…

Page 43: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Domain Rename

A.com

C.A.comB.A.com

D.C.A.com

Move to new Move to new Parent Parent

(grandchild)(grandchild)

Page 44: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Domain Rename

A.com

C.A.comB.A.com

D.A.com

Move to New Move to New Parent (Child)Parent (Child)

Page 45: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Domain Rename

A.com

C.A.comB.A.com

D.com

New Domain New Domain TreeTree

Page 46: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Domain Rename

Z.com

C.Z.comB.Z.com

D.B.Z.com

Still the old “A” domain – just called

“Z” now

Page 47: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Domain Rename

Gotchas – MUST LOCK DOWN THE ENTIRE FOREST

DURING DOMAIN RENAME PROCESS

– DCs in renamed domain won’t replicate with DCs in original domain.

• Replication limbo• Two replication topologies• What happens to password, other changes?

Page 48: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Domain Rename “Limbo State”

my.company.com your.company.com

CD

E

B

A

No Replication

Page 49: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Domain Rename Gotchas continued

– Applications that depend on domain name may have problems.

– Affects DFS/FRS– Resources

• Trusts.• Secure channels to workstations (ouch!).• Shares, mapped drives, logon scripts.

– Does NOT support “Grafting” or Merging of forests.

HP will be renaming corporate Windows 2000 domain from CPQCorp.net to HPQCorp.net

Page 50: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Technologies: ADMT V2

Inter-forest and Intra-forest restructuring

Inter-forest password migration:– Source: NT4 (incl. syskey) – Windows 2000 - 2003– Target: Windows 2000 – Windows 2003

Command line interface – Batch mode migration

Scripting interface

Migration delegation

Extensive reporting capabilities

Page 51: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Technologies: 3rd Party

NetIQ

Quest Software

Aelita

bindView

Page 52: 1183 Windows 2003 Migration Strategies Gary L. Olsen Consultant Americas Escalation Team HP Services Gary.olsen@hp.com

Interex, Encompass and HP bring you a powerful new HP World.

Questions?