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April 2008

Windows Server 2008 Installation—It’s a Snap!

Explore the ins and outs of image-based installation
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The Windows Server 2008 installation process is a very different beast than what you’ve experienced in the past when you’ve rolled out a new version of Windows Server. On the surface, the installation process might appear to be similar to what you’ve done before—but with fewer questions to answer—when in fact, something very different is happening under the covers. The speed of the installation will tip you off: It’s quick!

Like Windows Vista, Server 2008 is an image-based installation from a Windows Imaging Format (WIM) file on the Server 2008 DVD. And just as the Vista DVD contains all the versions of that OS (i.e., Home Basic, Home Premium, Ultimate, and Business), the Server 2008 DVD contains the main versions of Server 2008: Windows Server 2008 Standard, Windows Server 2008 Enterprise, and Windows Server 2008 Datacenter editions. All the versions fit on one DVD because WIM is a single-instance storage format. That is, because the various versions contain the same basic set of files, all the versions can be stored in one image that takes up only slightly more space than the image of a single version. Each Server 2008 DVD supports only one architecture, so you’ll have a different DVD for x86 (32-bit) than for x64 (64-bit). Let’s walk through a typical installation scenario.

What to Expect
When you install Server 2008, you first need to decide whether to perform a clean installation or an upgrade. Usually, a clean installation is the best option, and that’s what this example will show. (If you choose to upgrade, see the sidebar “What You Need to Know About In-Place Upgrades.”)

You can deploy Server 2008 using Windows Deployment Services (WDS), which sends the installation environment over the network and lets you easily automate configuration with an unattended answer file. But to really see the ins and outs of the installation process, let’s install Windows Server 2008 the old-fashioned way—manually.

Insert the Server 2008 DVD into your system’s optical drive, and choose to boot from media (i.e., the DVD), which will load the Windows Preinstallation Environment (WinPE) from the boot.wim file on the DVD. Because Server 2008 is an image-based installation, the system needs an environment on which to lay the image, in addition to other functionality (e.g., the capability to partition the hard disk). WinPE provides that environment.

Once WinPE loads onto the system, the installation process immediately makes sure that the system has at least 512MB of memory; if the system has less memory, the installation won’t proceed. If the system has enough memory, the installation process prompts you to select the language, time and currency formats, and keyboard or input method you want to use in the installation. The default is U.S. English, but you can modify the settings to fit your environment.

Next, you see a window that gives you the option to “Install now” or “Repair your computer.” Selecting “Install now” will launch the installation routine, setup.exe. At any time while setup.exe is running, you can press Shift+F10 to open a command window in case you need to perform any other functions, such as running a script to add a utility partition or troubleshoot a problem installation; as long as the command window is open, the installation routine won’t reboot the server. The repair option provides access to the Windows Recovery Environment and some automated repair options. These repair capabilities are very useful, so it’s a good idea to keep the Server 2008 DVD handy for future use. (Note that you can also create a repair disk at any time from within Server 2008 after you install the Windows Backup Server feature; creating a repair disk is an option of the backup feature.)

So click “Install now,” and the installation process displays a window that asks you to enter your 25-character product key, which is linked to a specific version of Server 2008. You can enter the product key, or you can leave the field blank and just click Next, which will trigger the confirmation dialog box that you see in Figure 1.

Why might you choose not to enter your product key at this time? Maybe you want to test the OS for 30 days, or maybe you just prefer to copy and paste the product key from a file after you install the OS. When you activate Server 2008, which you must do within 30 days after installing the OS, just be sure that the version installed on your system matches the version you’re licensed for. If not, you’ll face two options: You can purchase a product key for the version installed on your machine (which could be costly if, for example, your installed version is the Enterprise edition and your product key is for the Standard edition), or you can reinstall the version that matches your product key (which might cause you to lose any data, information, and programs placed on your system since you last installed the OS).

For this example, click No in the confirmation dialog box. A new window opens and asks which edition of Server 2008 you want to install. Because you didn’t enter a product key previously, the window displays all the versions of Server 2008 that are in the image file, along with a confirmation check box that states, “I have selected the edition of Windows that I purchased,” as Figure 2 shows.

If you had previously entered a product key, you’d see just two versions of the OS to choose from: the Full Installation and the Server Core Installation versions for the edition of the OS the product key identified. Server Core is a “lite,” minimal-footprint server installation option that provides a lowmaintenance, limited-functionality server environment. Server Core offers only basic components of Server 2008—not even the Windows Explorer shell, but just a commandprompt user interface—and is capable of supporting core server roles such as file server, DHCP server, print server, and DNS server. Server Core is not a platform for application development or application serving, for example, because it doesn’t include the .NET Framework. So, why would you choose the Server Core option? With only minimal Windows functionality, many product updates will not need to be applied to Server Core systems; consequently, Server Core systems require less maintenance. Server Core systems also use fewer resources (e.g., disk space), and with no GUI, they’re less open to security risks.

Once you select the Server 2008 version you want to install and click Next, the licensing agreement is displayed. As always, read it thoroughly to ensure that you agree to all the conditions, select the “I accept the license terms” check box, and click Next.

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Reader Comments
John, you say "with no GUI, they're less open to security risks". How can a GUI make an OS more open to risks? The belief that command line systems are securer is just a hoax. And you say the clean installation, not the upgrade is the best option. No, it is not the best option in the real-life scenarios. You would want to retain all your settings after a new OS, so the upgrade is the best option.

muraty April 14, 2008 (Article Rating: )


muraty, thanks for your feedback. Here's John Savill's response: "Thanks for writing. I appreciate your comments and maybe I was not clear enough.

With no GUI we are less open to security risks because the GUI itself is code, e.g. explorer.exe. The code contains vulnerabilities and if we look at many of the windows fixes they often relate to things like Internet Explorer, Explorer etc. So no GUI is more secure because we don’t have those components in the operating system and there we don’t have the vulnerabilities associated with those components.

In terms of upgrade vs fresh install I still stick with fresh install is the best option. There may be some specific roles where you can upgrade providing we don’t have certain applications or services installed that don’t support an upgrade. Maybe if a server was just a file server or a domain controller this would be an option however in the real-world most companies perform a hardware refresh at the same time as this type of OS upgrade so a migration of resources and services is common. When you add in changes to drivers, the likely switch to 64-bit with Windows Server 2008 and other new 2008 versions I think a fresh install makes the most sense for customers especially from a fallback situation if something goes wrong. From a settings perspective hopefully we are using group policies etc for the majority of our configuration or answer files for other components which is a best practice anyway incase a server “goes bang” and we have to recreate. I hope this clears things up."

AnneG_editor April 16, 2008 (Article Rating: )


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