19 Sep, 2014
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Tech Notes Windows Server 2008 Transferring FSMO Roles to Windows Server 2008

Transferring FSMO Roles to Windows Server 2008

Transfer FSMO Roles from Server 2003 / Server 2008 to Server 2008 R2

This steps are required before removing an existing Domain Controller 2003 / 2008 with a new Server 2008 R2.

These steps are used as part of the Transition between the Server 2003 DMC and Server 2008 R2 DMC.

 

The five FSMO roles are:

  1. Schema Master
  2. Domain Naming Master
  3. Infrastructure Master
  4. Relative ID (RID) Master
  5. PDC Emulator
The FSMO roles are going to be transferred, using the following three MMC snap-ins :
  • Active Directory Schema snap-in : Will be used to transfer the Schema Master role
  • Active Directory Domains and Trusts snap-in : Will be used to transfer the Domain Naming Master role
  • Active Directory Users and Computers snap-in : Will be used to transfer the RID Master, PDC Emulator, and Infrastructure Master roles

Note: The following steps are done on the Windows Server 2008 machine that I intend to set as the roles holder ( transfer the roles to it )
Lets start transferring the FSMO roles.
  • Using Active Directory Schema snap-in to transfer the Schema Master role

    You have to register schmmgmt.dll in order to be able to use the Active Directory Schema snap-in
  1. Click Start > Run

  2. Type regsvr32 schmmgmt.dll

    1-schmmgmt-snapin
  3. Click OK



    A popup message will confirm that schmmgmt.dll was successfully registered. Click OK

  4. Click Start > Run, type mmc, then click OK

    mmc-4
  5. Click File > then click Add/Remove Snap-in...

  6. From the left side, under Available Snap-ins, click on Active Directory Schema, then click Add > and then click OK
  7. Right click Active Directory Schema, then click Change Active Directory Domain Controller...

    change-domain-controller-schema7
  8. From the listed Domain Controllers, click on the domain controller that you want to be the schema master role holder and then click on OK



    You will receive a message box stating that the schema snap-in is not connected to a schema operations master. That is for sure, as we have not yet set this Windows Server 2008 domain controller as a Schema Master role holder. This will be done in the next step. Click OK

    not-a-schema-master8
  9. In the console tree, right click Active Directory Schema [DomainController.DomainName], and then click Operations Master...

    operations-master9
  10. On the Change Schema Master page, the current schema master role holder will be displayed ( ex. ELMAJ-DC.ELMAJDAL.NET) and the targeted schema holder as well (ex. ELMAJ-DC2K8.ELMAJDAL.NET). Once you click Change, the schema master holder will become
    ELMAJ-DC2K8.ELMAJDAL.NET
    , click Change


    Click Yes to confirm the role transfer

    operations-master-change-are-you-sure10
    The role will be transferred and a confirmation message will be displayed. Click OK



    Then click Close, as you can see in the below snapshot, the current schema master is ELMAJ-DC2K8.ELMAJDAL.NET

    master-operation-completed10b
  • Using Active Directory Domains and Trusts snap-in to transfer the Domain Naming Master Role

  1. Click Start > Administrative Tools > then click Active Directory Domains and Trusts

    domains-trust-snap-in12
  2. Right click Active Directory Domains and Trusts, then click Change Active Directory Domain Controller...

    domains-trust-change-dc12
  3. From the listed Domain Controllers, click on the domain controller that you want to be the Domain Naming master role holder and then click on OK



  4. Right click Active Directory Domains and Trusts, then click Operations Master...



  5. On the Operations Master page, we are going to change the Domain Naming role holder from ELMAJ-DC.ELMAJDAL.NET to ELMAJ-DC2K8.ELMAJDAL.NET, Click Change

    domain-naming-master-change15
    Click YES to confirm the transfer of the Domain Naming role



    The role will be transferred and a confirmation message will be displayed. Click OK , then click Close

    operations-master-transferred-domain-naming15b


Till now, we have successfully transferred two FSMO roles, the Schema Master role and the Domain Naming role. The last three roles can be transferred using a single Snap-in.



  • Using Active Directory Users and Computers snap-in to transfer the RID Master, PDC Emulator, and Infrastructure Master Roles
  1. Click Start > Administrative Tools > then click Active Directory Users and Computers



  2. Right click Active Directory Users and Computers, then click All Tasks > Operations Master...



  3. You will have three Tabs, representing three FSMO roles (RID, PDC, Infrastructure). Click the Change button under each of these three tabs to transfer the roles.

    AD-Operations-master-change3
    Click Yes to confirm the role transfer



    The role will be transferred and a confirmation message will be displayed. Click OK

    AD-trasnferred-ok-box
    As for the Infrastructure role, once you click on the Change button you will receive the below message



    By default, when you first install your first Domain Controller, it holds the five roles and beside that it is a Global Catalog. If your environment is a multi-domain/forest, then you should think about structuring your FSMO roles and transfer the Infrastructure role to a none Global Catalog domain controller. Else if you have small number of domain controllers ( ex. two domain controllers) then you should not worry about this. Click Yes

    AD-trasnferred-ok
  4. The Tabs should now look like this:

    RID-PDC-Infras

That's it, by now, you have successfully transferred the five FSMO roles to the Windows Server 2008 Domain Controller.

Summary

There are five FSMO roles in a forest, to transfer any of these roles you have to use the appropriate Active Directory snap-in. To see the complete steps for migrating / transitioning to Windows Server 2008 R2 Domain Controller.