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Network Migration Workbook


The Network Migration Workbook - 2nd Edition

Now updated for SBS 2011 Essentials, SBS Standard, and Cloud Migrations!

We cover every procedure: From quoting the project, to building the server, to migrating the desktops.

We've got a "golden" section called My Favorite Whitepapers that lists the most important Microsoft Knowledgebase articles and other resources out on the Internet. This list is so good, we've been offered to $100 just for these ten pages!



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About the Authors

Karl W. Palachuk is the founder and CEO of KPEnterprises Business Consulting, Inc. and other successful companies in the Sacramento
area. He is the founder of the Sacramento
SMB IT Professionals group and author of several books, including The Network Documentation Workbook.

Karl has been a featured speaker at conferences and seminars over the last ten years. He is a
Microsoft Certified Systems Engineer with a Bachelor's Degree from Gonzaga University and a Master's Degree from The University of
Michigan. He is also a Microsoft Small Business Specialist, and is an original member of
Microsoft’s Small Business Specialist Advisory Panel. He served on the Microsoft Partner Advisory Council for SBS 2011 Essentials.

Manuel L. Palachuk the President of Conceptual Age Consulting of Boca Raton, FL. Manuel has over 25 years of business, manage-ment, and training experience in the computer and electronics industries.

He is an expert of process, systems and their efficiency who is driven toward continuous improvement in all aspects of the business. His goal and passion is to take your service-based business to the next level and he has the blueprint to do it.

He holds an Associate Degree in Electrical Engineering Technology and a Bachelor's Degree in Automated Manufacturing. He has been Microsoft Certified for more than ten years and is a Microsoft Small Business Specialist.

Manuel is the former President of KPEnterprises Business Consulting. Since then he has been coaching and working as an outsourced Chief Operating Officer for small business consultants in the SMB space.


New for 2012 - 2nd Edition!

Unified Checklist. Cover SBS 2011, 2008, and 2003 migrations.

Chapter 9. Cloud Strategies, Cloud Migrations, and Hybrid Solutions.
- Cloud-based options
- "Server Lite" concept
- Process of combining on site storage and active directory with cloud-based services

Chapter 10. Example Checklist for Migrating to Cloud Services.
- Web services
- Microsoft Exchange
- Spam filtering
- Storage or Backup.

Chapter 11. Migrating to Microsoft Foundation Server.
- Intro to Windows Server 2008 R2 Foundation or "Foundation Server"

Chapter 12. SBS Essentials: New Installations and Migrations.
- Intro to SBS Essentials
- Where the product fits in with your solution stack and cloud migrations
- Sales process for SBS Essentials
- Designing simple environments
- Technology Roadmap Questionnaire for evaluating prospects who might be right for an SBS Essentials migration

Chapter 13. Checklists for SBS Essentials Environments
- Preparing the Network for the SBS Essentials Installation
- Installing SBS Essentials in a Non
-Domain Environment
- Setting up SBS Essentials on a 1-10 Person Simple Domain
- Connecting a Computer to an SBS Essentials Server Network
- Connecting a Computer to SBS Essentials Using Profwiz

. . . And More!


Selected Sections From The Book:

Chapter 1. Migrating the Windows Environment
- Introduction
- Modern Migration Strategies
- EBS and Other Multi-Server Environments
- What's The Best For Your Client?
- Zero Downtime?
- Normal Hours
- Tools and Rules
- Downtime's Okay

Chapter 2. Project Management
- SMB Consulting Project Management
- Discovery and Inventory
- Introduction to the Project
- Focus: Why Do You Want a Small Business Server?
- Case Study: Example Network
- Inventory: Physical Assets
- The Documentation Process
- Inventory: Services and Resources
- Beware the Last Consultant
- Inventory: Future Plans
- Building the Plan
- Writing the Plan
- Dealing with Objections
- Getting Approval for the Project
- Budgeting, Adjusting, and Final Draft

Chapter 3. Project Overview
- A Few Caveats
- Running Successful Migration Projects
- Closing the Loop
- The Migration Project Overview
- The Checklist
- Outline Of The Process
- So Where Does Zero Downtime Come In?
- Methods for Achieving Zero Downtime
- There Are No Emergency Migrations
- The Network Documentation Binder

Chapter 4. Quoting the Migration Project
- Project Initiation
- A Confident Approach
- The Generic Two-Drawing Process
- The Reality of Quoting in the SMB Space
- Your Line Card Labor
- Estimates
- Check Point
- Two Quotes
- Approval Process
- Details
- A Little Focus on Desktop Migrations
- Final Steps / Approved Projects
- Note on PSA Project Management

Chapter 5. The Migration Checklist Explained
- The Checklist As A Living Document
- What The Checklist Is and Isn't
- Best Practices and Core Philosophies
- A Good Rule: Use a Troubleshooting and Repair Log
- A Note About Microsoft-Centric Habits
- Checklist Management
- Build the Binder
- A Good Rule: Zenith Infotech Is A "Best Practice"
- Profiles and Exchange
- Focus on Profiles
- Focus on Exchange

Chapter 6. Strategies for a Successful Zero Downtime Migration
- Buckets
- Create Your SRs
- The Strategy Begins
- Storing, Printing, and Using the Checklist
- Build the Binder
- The Big Picture on Timing
- The Realities of Time and Money
- Picking Your Strategies
- Major Work Before the Server Move
- Moving the Major Components
- Desktop to Desktop Procedures
- The Golden Hours
- Sidebar: Focus on Exchange
- Sidebar: Focus on Databases
- A Low-Stress Process That Can't Fail
- Project Completion
- Project Retrospective

Chapter 7. Case Study - Complex

Chapter 8. Case Study - Simple

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Zero Downtime Migrations
Are Real!

Network Migration Workbook

"Awesome. Has to be the BEST investment I made in my business in the last 18 months. Better still, updates get made available so I don't have to keep buying it."
- Rob Franklin, Technical Head of JPT Solutions, Nottingham, UK


Let's be honest, anyone can perform a network migration WITH downtime. You simply kick everyone off the system, put the client out of business for some period of time, and push through until you're done.

Without downtime is another story.

Without downtime . . .

Now includes the complete checklist for SBS 2011!


Zero Downtime Migrations Are Not Easy
-- But They Are Manageable

ZDTMs require only a few key skills.

First, you need to be a good project manager. For SMB projects, this is a skill you can learn very quickly.

Second, you need a very thorough and complete checklist. You need to be able to manage the project while one of your technicians executes the project.

Third, you need a process that is repeatable and profitable. That means staying inside the scope of work.

It also means you have to quote the job properly!


Network Migration WorkbookThe Network Migration Workbook gives you everything you need.

It won't fit in your back pocket. It's on full letter size paper and it's more than 530 pages.

But it definitely has everything you need.

We start with a discussion of the entire process so you see the big picture. We talk about the scope of work and how critical it is to your internal processes and your relationship with the client.

Next, we introduce the pre-discovery process. That means making a list of all the things you need to discover so you really understand the project.

After the pre-discovery is complete, you can quote the project. We lay out a process based on 10+ years of SBS Migration experience. We divide the migration into seven distinction stages.

We show you how to estimate the labor required for each stage. So you can always create a quote that's exactly suited for each client.

Those seven stages become seven service requests. You and the client agree on everything. As you finish each stage, you track every minute of every job. ALL work is inside the scope of the project.

If it's not inside the scope, then it must be outside the scope. In that case, you create a new service request that's billable.

The client agrees because they've bought in from the beginning.

Now you've delivered your migration project on time and inside the budget. All other work is outside the scope of the migration project and therefore billable.

Don't worry. We show you how to complete every piece of this process.

We give you ever Excel spreadsheet, the wording for the service requests, and click-by-click every keystroke it takes to deliver a migration with zero downtime.



Download Table of Contents

Download Table of Contents for The Network Migration Workbook

Download First 4 Pages of Chapter 1

Download Chapter 1 of The Network Migration Workbook

Download First 3 Pages of Chapter 5

Download Chapter 5 of The Network Migration Workbook


PLUS Online Content
and Owners-Only Forums

When you buy The Network Migration Workbook, you can register it online at www.zerodowntimemigration.com. Once we verify that you are a book owner, you will have complete access to the online content.

Online content includes



New for 2012: Cloud Migration Checklists


SBS 2011 Essentials Migration Checklists

We're all moving to Cloud Services. Start moving your clients today with these new checklists!

SBS 2011 Essentials and Microsoft Server 2008 R2 Foundation are idea solutions for having a "Lite" server onsite and hosted email and storage in the cloud.

We'll show you how to implement it and migrate to these new servers. Click by Click.


Three Monster Checklists

You want true click-by-click instructions? We got 'em!

Now includes the complete checklist for SBS 2011!

New! Appendix A is a 270 page checklist that details every piece of the migration process for SBS 2011, SBS 2008, and SBS 2003.

Online Chesklists for 2003 only and 2008 (about 220 pages each) can be downloaded by registered book owners.

Checklists are click by click. With a good project manager, you'll be able to hand over any migration to any technician and guarantee success.

We cover every procedure: From quoting the project, to building the server, to migrating the desktops. We've got a "golden" section called My Favorite Whitepapers that lists the most important Microsoft Knowledgebase articles and other resources out on the Internet. This list is so good, we've been offered to $100 just for these ten pages!


Awesome Network Documentation

Great Little Robot

You've probably heard of (or used) Karl's Network Documentation Workbook. Well, this book includes many new and revised forms from the next version of the Network Documentation Workbook.

When you're finished with this migration, you will have a perfectly new, perfectly documented system.

More importantly, the migration process outlined here will give you a repeatable and profitable network migration strategy.

Even if you can't read through the entire book before your next migration, you'll start saving money right away. Why? Because you'll define the project properly. You'll quote the project profitably. You will save hundreds of dollars by simply following our pre-discover and discovery process.

No More Surprises! Where do you lose money on a migration? You lose money when you find surprises.

The Zero Downtime Migration Process eliminates the unknown and makes you more profitable.

You'll finish every project on time.

You'll remove the RISK of the unknown.

And you'll be the hero because the client won't lose money during the process!



Learn More

The following blog posts cover a great deal more information about the book, how it's organized, and why you need it right now:

SBS Migration Strategies Part One - Literally (chapters 1-2 on Migrating the Windows Environment and Project Management)

SBS Migration Book Part Two (chapters 3-4 on Migration Project Overview and Quoting the Migration Project)

The "Guts" of the Network Migration Workbook (chapters 5-6 on The Checklist Explained and Migration Strategies)

Pre-Sales Begin! Network Migration Workbook is Here!

Migration to SBS 2003 and SBS 2008 (on case studies and appendices)


Money Back Guarantee

If you buy any Network Migration Books or Seminars from Great Little Book Publishing, we Guarantee your satisfaction - or you get a 100% refund - No Questions Asked!



Readers Love It . . .

“Karl Palachuk is a major thought leader in the world of IT services for small business. Now he and his brother Manuel have hit a grand slam with The Network Migration Workbook. If you do Windows Server migration projects, you owe it to yourself, your company, your staff, your clients, and even your family to get this book and implement the things you will learn. The Network Migration Workbook is incredibly comprehensive, and it includes everything you’ll need. It’s a tremendous resource and if it proves to be half as valuable to your company as it has been to us, you will be getting much more than your money’s worth.”

- Chris Boyle, President/CEO, MyITpros, Austin, TX


“And I realized that . . . for $249, Karl's book was going to save me that amount of hours and money as it would REMIND me of all the passwords, settings, configurations, and documentation that my own network is in dire need of myself.

Is it expensive in this day and age? I'm a cheap beancounter. Yes it's expensive. Can I justify the cost because I myself personally see where it's going to save me time, remind me of the settings, configurations, and all the other potential places where I need to document stuff needed for migrations in my own network? You betcha.

Which is why I bought it. As I can clearly see where it will save me time in planning (thus justifying the price tag).”

- Susan Bradley, SBS Diva, Microsoft MVP




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Praise for the Network Migration Workbook

"Karl and Manuel have taken a very complex process and broken it down into comprehensive series of relatively simple tasks that most any competent technician should be able to follow. As the owner of the business, I can't tell you how valuable that is to me!

Read the entire book, cover to cover - Twice! Don't just skip to the checklists. Then proceed with confidence that you CAN complete the migration efficiently, effectively and most important, Profitably."

-Rick Bahl, Microsoft SBSC Advisory Board, Microsoft SBSC PAL


"The 2008 Migration Checklist has enabled us to deliver better projects by helping us better define deliverables, create more efficient workflow through the project, increase our project profitability and enhance the client satisfaction level. This is a step by step guide that will take you through every aspect of migration projects like defining the project scope, documenting deliverables, creating step by step processes to ensure your projects are a successful, assuring you're profitable and exceeding the client's expectations every time! This is a 'must have' guide for ANY technical service company"

-Kyle Elworthy, Network Essentials, Charlotte, NC


"Karl and Manuel have done an excellent job compiling their business and technical procedures into a series of checklists. The checklists are awesome. The beauty of this book though, is the fact that they also took the time to explain in great depth why things are done in the order they are done. The explanations found in the chapters that precede the actual checklists should be mandatory reading for anyone aspiring to build their own I.T. business and anyone employed in the industry."

-Philip Elder, MCTS, Microsoft SBS MVP Author: Small Business Server 2008 Blueprint


Network Migration Workbook Gimme


"This book is quite amazing. Someone telling you not only how to get it done technically, but providing the details of business rules and procedures that only come through blood, sweat and tears to make it all happen. Information normally never shared, especially with potential competitors! Karl and Manuel have spilled it all right down to quoting jobs and detailed checklists for a step by step approach in a typical network migration.

So if you are professionally involved in delivering small business IT solutions this book is a must have not only for benchmarking your own practices and performance but for some great detailed "how-to" technical information. The lists are right up-to-date for Microsoft SBS 2008as well as covering SBS2003. Great work and

I hope these guys stay in business long enough to put out more books like this! Pays for itself on your next network migration."

- A. Frost


"Karl Palachuk has built his business around the idea that procedural approaches to delivering services will result in higher quality, and he's right. It's the eMyth at work, and this book is the result of that.

Karl provides for you the procedures. Every one of them. His entire process for performing migrations, ensuring you have every bit of detail you need to perform work as his team does. The level of detail provided here is extraordinary. I handed the book to my engineers, who were blown away by the ability to pick up the book and start working with it right away.

Consulting services like this are invaluable -- and Karl makes it available in a single, easy to use package.
Worth every penny."

- David P. Sobel, Microsoft MVP


"As anyone who has read the e-Myth books knows, the key to a successful business is standardization (that's how all the big retail franchises work). The key to standardization is documentation. Karl P. first gave the SMB IT consultant space the framework for that with his Network Documentation book a few years ago. The Network Migration Workbook not only includes updated forms from that book plus detailed information on how to plan and execute a profitable migration project conducted solely during business hours and with zero downtime to the customer's production environment.

Manual P. adds the technical information to make sure that the customer's network is always operational and that you always have a fail-safe way to roll back to the original configuration if there are any problems whatsoever. You should be able to recoup the price of this book easily in the first project in which you follow this book's checklists. If you religously follow his 'Document Everything Every Time' mantra, you will instantly have a successful SMB IT consultancy."

- Roy Dodd, Quality Systems Solutions, Inc., Carpentersville, IL


Network Migration Workbook Gimme


"This is a great book. I ended up buying the migration book and the documentation book. The books lay it all out in a straight forward manner and make it easy to implement. I have my own small business consulting company and I have incorporated the network documentation in with my current document process to make it even better. Awsome! Thanks."

- Craig Ramsey, 404 Consulting


"Karl Palachuk is an author to watch in the SMB IT Consulting space. His previous books have helped our IT business, and this book... actually blew them all away. Chock full of practical advice from real-world experience along with pages and pages of rubber-meets-the-road checklists, this book has helped our business "McDonaldize" (think eMyth) our process of network migrations.

If you don't have a network migration strategy or would find value in comparing yours to the way a leader in this industry runs these types of projects, buy this book. It may look expensive, but it's really nothing compared to the value of our time and professional rates, and compared to the time it would take to assemble this kind of information.

Hats off to Karl, great job! Keem them coming!"

- Ben Ahlquist, ByteSmart Services, Wilmington, DE


"This book is a phenomenal resource for network migrations. Karl's writing is always crystal clear and concise. The material in this book has been laid out perfectly. Background information to understand the unique small business environment is ample. I've read Karl's blogs for some time and listened to him on his soapbox over and over again about CHECKLISTS. The checklists in this book are worth far more than the price of the book."

- Steven Kleffman, Carmel, IN

Network Migration Workbook Gimme


"I bought one on pre-order, knowing from past KP books that it would be a winner. I must admit, I was scared to receive the $300/600 page monster. When I received it, I read it through almost cover to cover. I had so many questions, but also so many new insights to running network migrations. I ended up creating the workbook and, since I happened to have been working on a migration at that time, running them side-by-side (had no time to start over to do it "by the book".)

Got some great tips from the book, and know where I can tweak Karl's ideas to match how our organization works and have the process 100% documented in probably just a couple of hours if I just stat down and did it. I could confidently give this to a lower-level tech and sales person, let them run with it and expect minimal questions-many tasks are detailed down to the commands you would type in (which need slight tweaking of course for your particular site).
All in all, an excellent buy for anyone looking to document your migrations (you should be!) and to put some standardization to the process so less things slip through the cracks!

Keep 'em coming, Karl! (Oh, check out his Blog too)"

- By invisik "Small Business IT Buy", Minneapolis, MN


"Very happy with this book. At long last some easy-to-follow procedures for our little IT-shop. We have migrated our own network using the procedures in this book; we did a Win2000 server-based network migration; and we have installed a Terminal Server for a LOB package to integrate into an existing SBS2003 network.

We have chosen not to follow every single procedure to obtain a completely zero downtime migration / installation, as a little downtime is not very critical to our typical customers. But still the book is terrific, and if our customers were larger with a more complicated setup, we would certainly use the very thorough procedures.

Anyway I feel this book certainly has taken taken our professionalism to a higher level."

- Erik Kristoffersen, Greenland


"Well what can I say.. Karl has done it again with the Network Migration Workbook.. and as the name suggests.. its a workbook. If you follow the book step by step you can have a very successful Network Migration.

All the forms and procedures are in this book and as a registered owner you can download all the electronic versions of them too.

If you want to learn how to do Migrations correctly the first time, then this is the book to get."

- Chris Timm, United Kingdom


"After purchasing/reading/listening to and using loads of Karl's previous work, the minute we received the email about pre-ordering for this workbook, I made the order. Not only did it have everything I expected from Karl, it had a whole lot more.

We had just finished a migration of 2 servers and 20 workstations the week before and we were hanging out for this book to arrive before then. Unfortunately for us it didn't arrive in Australia in time. The good part is as soon as it did arrive and we did a good look through, a lot of the procedures Karl uses are what we went through, so I know we are on track with most of our practises. The bad part is that there are thousands more little snippits of information that we could have used on this migration to save us some time, standardise the installation and DOCUMENT it much better.

We literally can't wait for our next migration so we can put the book to 100% good use. Even if you have an internal checklist for migrations and documentation, you cannot afford to NOT buy this workbook. I can't recommend it highly enough, the small amount of money will more than pay for itself on your next migration and will leave your customer much happier than if you didn't use the book."

- Nigel G. Moore, Sydney, Australia


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