Now that you have your home server hardware built, it’s time to install and then configure the Windows Home Server hardware. As we discussed in Part 1 of this Get Started guide, you can purchase a copy of Windows Home Server design specifically for “system builders” (a system builder can be a company who sell home servers, or an individual just like you) from online dealers such as Newegg in the USA, or Komplett, Misco and the like in Europe.
The software package you receive will contain three discs:
- Windows Home Server Installation DVD
- Windows Home Server Connector CD
- Windows Home Server Restore CD
We’ll be using the Installation DVD first of all to install the Windows Home Server operating system on to the home server hardware, and once that’s completed, we’ll use the Connector CD to then install the Windows Home Server Console (the dashboard software used to manage your home server) on to one of your home computers.
Note: This walkthrough is intended for those installing Windows Home Server on a self-built machine – pre-installed home servers from manufacturers such as HP and Acer will have a different configuration procedure, although some parts will be similar.
Okay, let’s get started!
Step 1: Ensure you have a keyboard, mouse, monitor and Ethernet cable available and plugged into your home server
Windows Home Server is designed to be run as a “headless” unit – i.e. it doesn’t need a keyboard, mouse and monitor. It’s just a server, with electricity and a network connection. That’s okay for day to day use, but to install Windows Home Server on your hardware, you need to see what you’re doing and be able to tell the server what you want to do! So, find yourself a USB or PS/2 keyboard and mouse and plug those in (borrow them from one of your desktop PCs – you’ll only need it for a short while), plug in a monitor and then plug your server into your broadband router, using an Ethernet (RJ-45) cable.
Note: Make sure you don’t have any USB or Firewire external hard drives plugged in at this point, or else WHS will refuse to install. You can plug these in after you’ve installed Windows Home Server.
Power it all on, and we’re ready to go!
Step 2: BIOS Settings
I’m not going to spend a huge amount of time on this one – when you switch on the server, you’ll see it tells you to press one of the Function buttons e.g. F12 for “Setup” – do this, and you’ll enter the BIOS settings. This is where you control things like fan speeds, power management settings, which drives/disks the server should boot from etc. All a bit technical for the average user, but interesting enough to have a play with. If you’ve built your own server, check your motherboard manual for the BIOS settings you’ll need. Ensure that all of your hard drives and DVD drive are listed in the BIOS settings. Choose “Save and Exit” and your server will restart.
Step 3: Insert the “Windows Server Installation DVD” into your DVD drive
Open the DVD drive and pop in the Windows Home Server Installation DVD . You may be asked to “Press any key to boot from the DVD drive” – if so, do so! After a short pause, you’ll see a message that “Windows is loading files” and a grey progress bar filling up across the screen from left to right.
If everything’s going to plan, you’ll get the familiar Windows style progress bar:
Before long, the Welcome Screen will appear, and we can start the installation.
Step 4: The Welcome Screen
First of all, let’s tell Windows Home Server where we are and which keyboard region we’d like to use.
You’ll be shown a list of hard drives detected by Windows Home Server – make sure all of your drives are listed – if you have drives missing, it’s more than likely due to missing drivers. In this case, make sure you have your SATA drivers available on a USB key or CD, and click Load Drivers to get them installed.
At this point, select “New Installation” and click “Next”. Remember, if you’re re-using a hard drive from an old machine, it will be reformatted as part of the installation process, so everything will be wiped. If you need the data on this drive, don’t install Windows Home Server on to it.
Step 5: End User License Agreement
The EULA pops up – I always feel sorry for the lawyers who write EULAs. No-one ever reads them, but they look like they’re lots of work. Do that guy a favour and have a quick read through. Once you’re done, select “I accept the agreement” then “Next”.
Step 6: License Agreement
License agreement time – you’ll find a license key printed somewhere on your Windows Home Server DVD case. Type it into the relevant box on the screen and press “Next”.
Step 7: Give Your Home Server a Name
Your next task is to give your home server a unique name – this can be whatever you wish as long as it’s 15 characters maximum, and a combination of letters, numbers and hyphens only.
Okay, next up, WHS tells you it’s going to format your drives – as this point you realise your 500Gb hard drive is actually only worth 465 Gb. Hmmm…. anyway, acknowledge that you’re happy to wipe and format these drives, and select Next.
You’ll be asked if you’re really, really sure you happy to format these drives. Select Yes to continue.
Step 8: Ready to Install
A dialog box pops up that tells you that WHS is ready to install. Select “Start” to begin the installation. At this point, you can basically leave the computer to do its thing, and do something less boring instead. Depending on your setup, installation could take anywhere from 45 mins to a couple of hours. Mine took about an hour.
Step 9: Enjoy the Show
If, like me, you have nothing better to do then sit back and learn a little about the features and benefits of Windows Home Server! Watch those reboots. Then watch a few more of those great features and benefits screens….
Step 10: WHS Installation Complete
After a couple more reboots, you see that the Windows Home Server installation is complete.
But wait! You’re not yet done….
Step 11: Set a Server Password
When you select “Finish”, you’ll be asked to set yourself an administrator’s password. It’s important that this password is secure, and kept safe so Microsoft have a couple of specific requirements on the password format. It needs to be at least 7 characters and combine uppercase, lowercase letters, numbers and symbols!
Next up follows three pieces of admin – select whether you wish to switch on automatic updates (very highly recommended), join Microsoft’s Customer Experience Improvement Program and Windows Error Reporting programmes.
The first one is essential to ensure you receive any urgent bug fixes and improvements from Microsoft automatically as soon as they’re released. The second two are very useful to Microsoft – the CEIP anonymously reports a range of usage data to Microsoft (for example, how many hard drives you have, how much data you have stored on your home server) over time which the WHS team use to understand what users are doing with their home servers. This helps them plan future versions of the product – all data they look at is completely anonymous and aggregated. Windows Error Reporting automatically sends log files from your home server to Microsoft if any issues are detected – Microsoft are then able to easily spot that thousands of users are having a problem with X, understand why it’s happening, and make any necessary changes in a future Windows Update.
With that, you’re finished – congratulations, you’ve just installed Windows Home Server. But before you go, there’s a couple of things you must remember to do!
Step 12: Install Your Drivers
Your hardware will have come with a Drivers CD, which contains the software which controls the various components on your home server. You must install these drivers before continuing. Open the DVD drive, swap the Installation DVD for the drivers CD that came with your server hardware, and follow the instructions to install the drivers. Reboot the server as required.
Step 13: Remove the keyboard, monitor, and mouse
You’re ready to go headless – unplug and remove the keyboard, monitor, and mouse. From now on, you’ll be accessing the server from your home computers via the Windows Home Server console, which you’ll install from the Windows Home Server Connector CD. Some computers can be a bit funny about booting without a mouse, keyboard or monitor installed – if yours is, you should be able to switch a setting in the BIOS to allow booting to happen without firing any alerts, errors or other interruptions.
Congratulations, you’ve successfully installed Windows Home Server! You can now log into the home server, or go and install the Windows Home Server Connector on the rest of your home computers. Don’t worry, you don’t have to go through the entire setup and configuration wizard on every computer!
In the next part of our Get Started guide, we’ll install the Windows Home Server Connector on a home computer.