Migration steps: SBS 2011 Standard to Win 2012 Standard with Essentials Experience


I’m looking for clarification on a couple steps in migration of a SBS 2011 Standard server to a new server running Win 2012 Standard with Essentials Experience enabled. I’ve reviewed the migration steps in the Microsoft TechNet article below-


This client is no longer using the SBS Exchange Server; they are on Office 365. I’ve disabled all user mailboxes on SBS Exchange, and they are not using public folders. They do not use folder redirection, and the SBS server is not sharing printers. The SBS server will be wiped after migration.

The TechNet article mentions that Exchange on the SBS server will have to be removed if Office 365 integration with Essentials Experience will be used, however I don’t see it listed as a step. I want to make sure I have the main sequence right-

1. Promote Win 2012 server as an additional AD server in the existing SBS domain (done, and sysvol/netlogon shares on Win 2012 server verified)
2.      Add Windows Server Essentials Experience role to Win 2012 Standard server
3.      Transfer FSMO roles to Win 2012 server
4.      Join computers to the new Windows Server 2012 R2 Essentials server
5.      Move settings and data to Win 2012
6.      Uninstall Exchange Server 2010 from SBS server
7.      Remove AD Certificate Services from SBS server
8.      Demote SBS server
9.      Remove the SBS server from the network
10.      Perform post-migration tasks on Win 2012 server: DNS entries, shared folders
11.      Configure Office 365 integration component in Win 2012 Essentials

Is this sequence correct?

What about removing SBS 2011 from Programs and Features on the source server? Is that necessary only if the source server will be re-purposed with the existing Win 2008 R2 installation?

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Mohammed KhawajaManager - Infrastructure:  Information TechnologyCommented:
It is correct.  If you need Certificate Authority then install it on one of your newer servers.  After the SBS removal is completed and if you want to repurpose the server, I suggest you reinstall the OS and then use it.

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Windows Server 2012

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