Introduction to the
Microsoft Small Business Server
Susan E. Bradley, CPA
Tamiyasu, Smith, Horn & Braun
Introduction to Microsoft Small
Business Server
Westside Technology Users Group
May 20, 1999
Susan E. Bradley, CPA
Why should I set up a Network?
-
Peer-to-Peer network is not working
Increasing the Country’s 7.5 million
small businesses are finding that it is more efficient to network that
use a standalone computer, in addition, with a network you can remotely
access data and information.
-
Software needs Client/Server setup
Many tax preparation, time and billing
programs and client account packages work best with a file server
Purchase one or two fast, large printers
rather than multiple printers
Easier to share Tax research CD’s
on a network either through the use of a CDRom tower or merely giving permissions
to all in the office to view a workstation’s CD drive
All data on the network AND all workstations
can be backed up from the file server tape backup
-
Need better communication within the firm
Internal email, group schedule and
resource scheduling can be done easily.
-
Need better communication outside of firm
The percentage of small businesses
that use the Internet increased from 19.7% in 1996 to 40.7% in 1997 and
that this significant growth is expected to continue well into the next
century
Why should I choose Windows NT?
-
Will your software work better with Novell
or NT?
-
If it works with either then:
-
Do you love Microsoft Outlook?
Built into the SBS package is the
Microsoft Exchange server that allows Outlook to do many functions.
-
Do you have a need for SQL Server vs.
Oracle Server?
SQL and Oracle are database software
that run on the file server level. You can purchase software that utilitize
their power or you can design your own application such and e-commerce
applications. Would your time and billing or client accounting program
work better with this database program?
-
Different security than Novell
Use "permissions" to assign users
rights. Works more like a hyper-peer-to-peer.
What is Small Business Server?
-
Microsoft Windows NT
-
Network operating system, with Version
4.0 and Service Pack 3
-
Selected "Backoffice" components
-
Limit of 25 users
-
Will go to 50 with 4.5 version
What are Backoffice components?
-
Microsoft Exchange Server 5.0 (with SP1)
-
Organize firm contacts - share phone numbers - one master
phonebook
-
Allows for Firm Email
-
Inexpensive Internet email [jdoe@cpafirm.com]
-
Schedule of firm resources [conference rooms, projectors,
etc.]
-
Use Microsoft Exchange, Outlook 97 or 98 as the workstation
software for email, calendaring, scheduling - works with Exchange server
What else is in the SBS?
-
Microsoft SQL Server 6.5 [SP3]
-
Database software used by client accounting, time and billing
packages and other applications. You will need to investigate if your software
could benefit from running underneath this platform.
-
No part of SBS needs this software – it ships with the SBS
but is not needed by any other part of the server to run properly, therefore
to maximize the speed of the server you can turn this off without affecting
Server
-
Microsoft Proxy Server 1.0
-
All in the office can use the Internet. BackOffice Small
Business Server includes Microsoft Proxy Server for managing Internet access.
Proxy Server allows you to control which Web sites users can visit. You
can either supply a list of Web sites to block or a list of sites that
can be accessed. Proxy Server also keeps a log on the Internet activity
of each end user to help a company track Internet usage and implement usage
policies.
-
Upgrade to Proxy Server 2.0 is available for minimal cost
[shipping and handling]. You should plan on installing this as it as Y2K
issues. [This will be fully upgraded in 4.5 version].
-
Microsoft Fax Server
-
Does allow for group faxing and fax pooling but it’s not
too functional
-
Modem pooling
-
Up to 4 modems can be installed in SBS. As long as the modems
are identical, they can be set up to automatically default to the free
phone line.
-
Also can be used for separate access to Internet, phone access
to Lacerte, etc.
-
MUST: Purchase matching modems at time of install
-
Internet Information Server 3.0 and Microsoft Front Page
97
-
Used to prepare web pages for Internal use or build a database-driven
website using SQL Server and IIS.
-
Useful for storing information such as pages with hyperlinks
to useful web pages
What workstations can connect to the SBS?
-
Microsoft Windows 95
-
Windows 98
-
little glitch - must run the wizard twice - it really does
work! Microsoft has released an update to let Computer Setup Disk function
properly on Windows 98.
-
Windows NT and Windows for Workgroups
· Macintosh
clients can connect (more configuration is required)
Can I install it myself?
-
Ask yourself the following:
-
Do you consider yourself an Intermediate Computer User?
-
Are you comfortable with changing items in the Control Panel
interface in Windows 95/98?
-
Do you already have network cabling installed that is Category
5? [note: can run on Category 3 – but to get the full speed and future
upgrading to 100 speed plan on upgrading to category 5 wiring]
-
Are you willing to do a bit of homework about what computer
to buy and what hardware to purchase?
-
Are you willing to follow instructions exactly? The SBS doesn’t
like shortcuts. If you do, you’ll pay for them in the long run.
-
Follow the SBS setup steps exactly.
-
Adhere to the SBS hardware compatibility list when choosing
equipment.
-
Install SBS on a network of newer clients (computers).
-
Make sure your business software supports SBS.
-
Don’t try to save money on your SBS server.
-
Make all available disk space a single NTFS partition.
-
Attach all hardware and services to the network before
installing SBS.
-
Attach the SBS server to an "active" network hub.
-
Don’t change the IP numbers used by SBS.
-
Don’t modify the suggested domain name or machine name.
-
Check the communication port share name being used on
the SBS server and under the client workstation that has the modem sharing
client installed.
-
Use the SBS client disk to add a workstation to the network.
-
Do everything from the Manage Small Business Server management
console.
-
Don’t change the Administrator’s password.
-
Don’t use the Netware migration tool.
-
Disable both the Remote Access Connection Manager and
Remote Access Server services if you don’t have a modem.
-
Modify the NTFS-based directory permissions to remove
the default Read right for domain users.
-
Modify each user’s directory share to make it a hidden
share.
-
Add a server-based virus protection solution.
-
Don’t forget to make the emergency repair disk.
"The Big Deal about Small Business Server", Harry Brelsford,
MCSE, MCT, Microsoft Certified Professional Magazine, www.mcpmag.com
July 1998, page 28-36
Please note: I have changed the network
administrator’s password (see #14). You must do this procedure within the
Manage Console, otherwise all passwords will not be updated. However, my
philosophy is: "If it ain’t broke, don’t fix it!"
|
Minimum
BackOffice Small Business Server Hardware Requirements for Server and Client
|
| Minimum
Server Requirements |
Minimum
Client Requirements |
| Intel
and compatible systems: Pentium 120 MHz or higher processor
(Pentium 200 MHz or higher recommended) |
Microsoft Windows
95 or Microsoft Windows NT Workstation version 4.0 |
| 64
MB of RAM |
PC
with a 486DX 66 MHz processor (Pentium 75 or higher recommended) |
| One
3.5" high-density disk drive configured as drive a: |
For
Windows 95 and Window 98, 16 MB of RAM
For Windows NT
Workstation 4.0, 32 MB of RAM |
| 2
GB of hard disk space |
One 3.5" high-density
disk drive |
| CD-ROM
drive |
Up
to 60 MB of available hard disk space depending on the applications you
choose to install |
| Super
VGA, or other video graphics adapter (800 x 600 x 16K colors) |
VGA or higher-resolution
adapter |
| An
Ethernet network interface card from the BackOffice Small Business Server
Recommended Hardware List. See http://www.microsoft.com/backofficesmallbiz |
An Ethernet
Network interface card compatible with desktop operating system |
| Class
1 Fax Compatible Modem |
Optional: Microsoft
Mouse or compatible pointing device |
| Microsoft
Mouse or compatible pointing device |
If
you will be accessing your server computer using Dial-Up Networking, a
modem is required |
| Optional:
tape backup, multiport board (for modem sharing) |
|
| |
|
Taken from the A Guide to Help Technology
Providers, Consultants and Resellers Market Microsoft® BackOffice®
Small Business Server Version 4.5
-
Hardware requirements
-
Pentium 100 with 32 meg
-
Reality check: Pentium 300 +
-
128 meg RAM
-
Dell, Gateway sell network servers with
SBS package
-
Ship with NT installed
-
You must install the 2 CD’s
-
Already have tested all hardware
-
Administrator setup/password
-
case sensitive
-
Use the wizard to change password, this
will change the passwords throughout the system. Changing the password
manually – you may miss one!
-
Select network support protocol
-
TCP/IP is the default protocol and manditory
protocol. IPX/SPX, NetBEUI protocol are also available but do not auto-load.
Try not to run NetBEUI if at all possible. Will slow down the network.
-
Can still connect to Novell Network and
bridge over to a Novell network, however, the more protocols you have running,
the network will be slower. NWLink can run on a SBS to facilitate Gateway
Services for Netware which clients log onto a SBS server and access resources
on a Novell Server.
-
Have modem and NIC card in computer before
you begin to install. Can install without modem, but certain services will
not load and you will have to add them manually later (Modem sharing, Remote
access services for example).
-
NOT exactly Plug and Play – you may have
to "mess" with Bios setups if modems are not recognized.
Can I support it myself?
-
Are you an intermediate Computer user?
-
Are you used to fixing Windows 95/98 computers?
Troubleshooting a SBS file server is very similar. If you have a computer
consultant install the SBS, watch over his or her shoulder. Ask questions.
-
Wizards built into SBS assist your tasks
will assist you in making your tasks easier.
-
Integrated server setup - asks you questions
as it walks through the setup
-
Setup computer wizard - quickly adds PCs
to your existing network – it gives you a diskette that you then use on
the workstation to easily setup the workstation
-
Small Business Server Console – Integrated
help program that assists in in the normal administration tasks.
-
Online Documentation – much information
regarding the SBS is built into the SBS computer as "web" based pages.
If you are used to navigating the web, you can easily use the online guide.
-
Manage Console – the backbone of the SBS
administration
-
New user wizard – helps you to easily
add a new user to the system. Sets up user name, file permissions, email,
etc.
-
Walks you through the process, step by
step and asks all the questions.
-
Event Viewer
-
The SBS’s guide to
what’s working and not working on your file server – hint- Look for Red
and Yellow lights. Some Red lights are OK and can be disregarded.
-
Performance monitor
-
Hitting CONTROL-ALT-DELETE
-
See what activity or process is occurring that possibly should not be running.
If you are using a workstation and the network "feels" sluggish, check
out the performance monitor. Are there services that should only launch
manually [and thus should not be running] that are running and are slowing
down the file server? If something doesn’t feel right…check it out…you
use the file server more than the computer consultant does. Believe it
or not, it is perfectly normal to need to shut the server down once a month.
The SBS actually works better when it gets a chance to "reset" itself every
now and then.
-
Backup software
-
ArcServe by Computer Associates is the recommended tape backup software.
Look specifically for the package built for the Microsoft Small Business
Server – not the NT version. The SBS version actually shuts down "services"
that are running in order to properly backup the file server. Check the
log to ensure that the backup is running properly. The log should indicate
a properly completed job, not an interrupted one.
-
Personal problems with Seagate – caused file server to indicate that it
was "out of memory" and requested that excess programs be shut down – there
weren’t any other programs running other than the base programs needed
for the file server! Also had to type in a manually .bat file progam to
shut down the email services in order to back them up. Seagate did not
do this properly.
-
Choosing an ISP for use with Exchange
Server
-
Don’t have to go with Microsoft’s list.
-
Can use any ISP
-
ISP’s are beginning to get more info on
SBS
-
ALSO NEW WITH THE 4.5: Microsoft
now provides a file that allows you to connect to any ISP without obtaining
a static IP address. Go to the Microsoft web site at for more info.
The following information is courtesy
of Cris Hanna, BS, MCP, SBS – Most Valuable Player of the microsoft.public.backoffice.smallbiz
newsgroup (crishanna@aol.com):
There are two types of mail systems
out in the world SMTP and POP3. When most people get a dialup account from
an ISP, they get a POP3 mail account. You need to confirm with your ISP
if this is what you have.
If you wish to use the full power of
Exchange (an SMTP mail Server), you will need to do the following:
-
1. Ask your ISP if they are willing
to collect and hold SMTP mail and then relay to you via ETRN when you dialup
to get it.
2. You will need your own internet
domain name, ie mycompany.com.
-
3. Your ISP must be willing to provide
you with a static IP address to be used each time you dialup for mail
-
4. Your ISP must then create the
appropriate DNS records (MX and A)for your domain name pointing to the
IP address in #3. He must post these records on his DNS servers.
-
5. Go to: http://www.microsoft.com/backofficesmallbiz/guide/ispconnectivity.asp?A=2&B=6
6. Print this site. Read it twice
and then follow it for setting up Exchange.If your ISP confirms that you
have POP3 mail and that is the way you want to stay, your ISP can collect
all your POP3 mail and there are third party email programs out there (www.exemplar.software.com
is one, www.jak.com, another) which can
collect POP3 mail and put it in Exchange so it can be sorted out to the
various mailboxes.
-
How do I get the mail
-
Using Exchange Server’s ETRN
-
ISP must support it
-
dedicated communications line, DSU/CSU
and packet router needed [costs] ISP’s usually do charge you for a static
IP address.
-
Security issues - There are also reports
that due to the way the ETRN mail system works - someone can send a large
email to you and thus can "open" a pipeline into your file server that
will stay open as long as that email takes to be sent to you.
-
Using 3 party add-on software
-
Pop3gateway from JAK.com is the one I
personally use
-
Use normal pop mailbox
-
All mail is addressed to unique name,
dumped into one mailbox, Exchange redirects to users. ISP may charge you
for this "addressing setup" and you still must have a domain name. Costs:
approximately $100 for domain name registration, $19.95 mailbox and Internet
access through Earthlink, $19.95 for "star" addressing [their name for
email aliasing], and $19.95 for web hosting [this is optional]
-
Learn to Navigate the Microsoft web site
-
http://www.microsoft.com/smallbiz
and http://www.microsoft.com/backofficesmallbiz
-
Read release notes and white papers –
search in the technical support section of Microsoft http://www.microsoft.
com/support/ for knowledge base articles
on the SBS
-
Don’t use non-approved Hardware – follow
the hardware compatibility guide exactly – this is not the time to pinch
pennies!
-
Sign up for the Microsoft Newsgroup on
the Internet microsoft.public.backoffice.smallbiz You will find
that others are having the same problems that you are having and they are
WORLDWIDE!
-
Sign up for Microsoft email – give them
your profile and sign up for automatically newsletters. You will get notifications
on security patches, updates, free seminars – you name it!
-
Sign up for TechNet web site – you tell
them more about yourself and you get access to a very in depth web site
with great technical information. http://www.microsoft.com/technet/
-
MORE RESOURCES: Books
-
-
Books
-
Microsoft Backoffice Small Business Server
Bible by William C. Jeansonne
-
Running Microsoft Backoffice Small Business
Server by Sharon Crawford, Charlie Russel
-
Sams
Teach Yourself Microsoft Small Business Server in 21 Days by Harry M. Brelsford
-
Microsoft
Backoffice Small Business Server 4.5 Resource Kit (Resource Kit) by Microsoft
Corp (Editor) [not yet published]
Buy a book – the manual that comes
with the SBS is extremely small.
Useful Web sites
UPDATE AS
OF 5/26/99: MICROSOFT JUST RELEASED THE 4.5 VERSION AND MANY OF THE
MICROSOFT WEB SITES LISTED ON THIS PAGE ARE NOW OUT OF DATE. I WILL
BE UPDATING THEM AS SOON AS I CAN FIND WHERE MICROSOFT MOVED THEM TO.
THANKS FOR YOUR PATIENCE.
-
http://www.tshb.com/sbs
built specially for this presentation – It has all the links to the pages
I’ve referred to during this presentation.
What I like….what I don’t like
-
LIKES
-
Easier to share CDroms than old Novell
-
Modem sharing and pooling – very efficient
-
Exchange Server combined with Outlook
can be powerful
-
Office 97’s whistles and bells work
-
Setup of new computers easier – take diskette
to computer and setup
-
Printers set up using Jet Direct cards
from HP work great and print faster
-
DISLIKES
-
Lack of documentation [this is the book?]
-
Online guides
-
Had to find out the hard way about Seagate
backup
-
Lots of great stuff on Microsoft’s site
but hard to navigate
-
Getting all the patch fixes
t’s next
-
SBS 4.5 [free to 4.0 users]
-
50 users
-
Updated versions of programs
-
all the patch fixes installed – all Y2K
compliant
-
Office 2000 Integrated Bundle
-
Microsoft 4.5 Resource kit - finally a
book!
Closer look at the SBS
-
Control Panel
-
Like Windows 95/98 but different – more
icons, more issues.
-
Services
-
If "automatic" is listed in the Startup
panel, the services automatically start up in Bootup
-
Need to know how to manually shut down
– you must manually shut down Internet email AND you must change to manual
start up in order to properly install upgrades.
-
How to change to manual start up: Click
on Startup and change the option.
Using the SBS to be an Internet
Server
-
Must upgrade to Proxy 2.0. Proxy 1.0 is
problematic and doesn’t work well with Exchange.
-
Another server must run the public website
-
Security issues. Here’s that open pipeline
again….do you feel comfortable with the security issues? For most small
businesses: have your ISP host the public site and have any commerce through
them.
What ways can I connect to the
Internet?
-
Fastest setup, cheapest, slowest access,
most supported method that is guaranteed work without major problems.
-
Traditional analog modem connection with
traditional ISP. It’s not necessary that this ISP support SMTP mail. With
a third party program – it can be a traditional pop mailbox.
-
Faster connections, less support
-
ISDN
-
connection shut down problems. If workstations
sign up for "push" technology where information is updated at a regular
interval, the ISDN pipeline may remain open and thus running up your bill.
connection speed is extremely faster.
However, additional hardware (routers, etc.) needed to get connected.
Latest player on the market. I understand
that this needs two NIC cards to properly work. SBS users on the newsgroup
indicate that it works well, but as cable companies are new to the arena,
technical support can be lacking.
What ways can I connect to the Internet?
-
Using Proxy Server – one accessed the
Internet and all in the office can get online at the same time.
-
Analog dialup
-
speed declines as users log on – more
people on the pipeline, the speed declines.
-
Dedicated access [ISDN, DSL, cable]
-
faster connections – speed is noticeably
faster
-
speed still declines…the same rules still
apply..as more users use the one pipeline, the speed decreases. However,
users report with 2 to 3 on the pipeline at the same time there is not
a noticeable impact
-
More support issues – some cable companies
and ISP’s don’t know what you need to get a SBS hooked on
Remote connection to the SBS
-
Remote Access Server [RAS] built into
SBS.
If you have the modems installed
during initial installation of the SBS, RAS will turn on, if no modems
are installed, you will have to manually turn on RAS after you install
the modems.
-
Relatively easy to connect laptops and
desktops remotely. With laptops, you will probably want to set them up
manually. Microsoft has a detailed "white paper" giving the steps for this.
-
Speed issues
-
Analog - too slow
If you have ISDN on both the server
and the client, this is only 1% of a 10BaseT network speed. If you have
a 56K modem, this is less then ½ of 1%.
-
DSL – again fast connection but additional
hardware is needed.
-
Virtual private networking – you actually
make an Internet connection in order to log into the network. You must
download some patches from Microsoft to instal VPN properties and setup
a VPN dial up Icon. The user will use this Icon to log into the SBS network.
Windows 2000 Server is supposed to come with a 10 user package of Terminal
Server. This software acts more like PC Anywhere and streamlines the data
coming across the wire. There are also software solutions from Citrix that
will work in a similar fashion.
-
Bottom line – you can easily connect with
traditional analog connections but it ain’t pretty.
What does the SBS look like in action?
Live demonstration of the SBS Server
in action.
NOTES
Susan E. Bradley, CPA
Tamiyasu, Smith, Horn and Braun Accountancy Corporation
sbradley@tshb.com