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Installing Windows Server 2022 on a Hyper-V Virtual Machine

Summary

This step-by-step lab guides you through installing Windows Server 2022 on a Hyper-V virtual machine. You will learn how to install Windows Server, configure essential settings, and prepare the server for future roles. This setup is ideal for testing, training, and building a virtualized lab environment.


Lab Requirements

Hardware:

  • A computer with Windows 10/11 Pro, Enterprise, or Windows Server (Hyper-V enabled)
  • Minimum 8GB RAM (16GB recommended)
  • At least 50GB free disk space
  • Internet connection

Software:

  • Windows Server 2022 ISO Download from Microsoft Evaluation Center
  • Hyper-V Manager (pre-installed on Windows 10/11 Pro, Enterprise, and Windows Server)

Who, What, When, Where, Why

  • Who: IT professionals, system administrators, and learners setting up a virtual lab.
  • What: Installing Windows Server 2022 on a Hyper-V virtual machine.
  • When: When setting up a virtualized lab environment for testing and learning.
  • Where: On a local computer running Hyper-V.
  • Why: To gain hands-on experience with Windows Server virtualization and management.

Step-by-Step Lab Guide

Step 1: Open Hyper-V Manager and Create a New Virtual Machine

  1. Open Hyper-V Manager from the Start Menu.

  2. In the Actions panel on the right, click New, then Virtual Machine. image

  3. Click Next and follow the wizard to configure the virtual machine:

    • Name: Enter a name for the VM (e.g., Server2022-VM).

    • Location: Choose a location for storing the VM files or use the default path. image

    • Generation: Select Generation 1 (unless you need UEFI support, in which case, select Generation 2).

What Is UEFI Support and Why It Matters

Definition

UEFI (Unified Extensible Firmware Interface) is a modern firmware interface that replaces the older legacy BIOS system. It is responsible for initializing hardware during the boot process and handing off control to the operating system.

Key Benefits of UEFI Support

1. Faster Boot Times

  • UEFI can initialize hardware more efficiently than legacy BIOS, resulting in quicker startup times for servers and virtual machines.

2. Secure Boot

  • UEFI supports Secure Boot, a security feature that ensures only trusted operating systems and bootloaders are executed during startup, protecting against rootkits and boot-level malware.

3. Support for Larger Drives

  • UEFI uses the GUID Partition Table (GPT) instead of MBR, allowing support for drives larger than 2 TB and up to 128 partitions.

4. Enhanced Hardware Compatibility

  • UEFI can handle newer hardware architectures and drivers, making it more compatible with modern server and virtualization environments.

5. Graphical and Remote Interfaces

  • Offers a graphical user interface and mouse support in some implementations, as well as remote diagnostics and configuration capabilities.

Relevance in Server 2022 and Virtualization

  • UEFI is the default boot option in Windows Server 2022 for both physical servers and virtual machines in platforms like Hyper-V.
  • It enables advanced features such as Shielded VMs and VBS (Virtualization-Based Security).

Note: While UEFI offers many advantages, it's essential to ensure the operating system and hardware are compatible before switching from legacy BIOS.

image

  • Memory: Allocate at least 4GB RAM (recommend 8GB or more for better performance). image

  • Network: Select a virtual switch for networking (e.g., Default Switch). image

  • Hard Disk: Create a new virtual hard disk (at least 50GB). image

  • Installation Options: Choose Install an operating system from a bootable image file, and browse to the Windows Server 2022 ISO. image

  1. Click Next and Finish. image

Step 2: Start the Virtual Machine and Boot from the ISO

  1. In Hyper-V Manager, select the newly created virtual machine.

  2. Right-click the VM and select Connect. image

  3. In the Virtual Machine Connection window, click Start to power on the VM. image

  4. When prompted, press any key to boot from the ISO.

  5. The Windows Setup screen will appear. Choose your Language, Time, and Keyboard settings, then click Next. image

Step 3: Install Windows Server 2022

  1. Click Install Now. image

  2. Select the Windows Server edition (Standard or Datacenter, with or without Desktop Experience). image

  3. Click Next and accept the license agreement. image

  4. Choose Custom: Install Windows only (advanced). image

  5. Select the virtual hard disk and click Next to begin the installation. image

  6. The installation will proceed, and the system will reboot automatically. image

Step 4: Initial Setup and Administrator Account

  1. After the reboot, you will be prompted to set an Administrator password.

  2. Enter a strong password and confirm it.

  3. Click Finish. image

  4. Press Ctrl+Alt+Delete, select the Administrator account, and log in. image

Since this is a home server setup Yes was clicked for discovery of other PCs.

image

Step 5: Configure Basic Server Settings

  1. Open Server Manager (it should open automatically).
  2. Click Local Server on the left panel.
  3. Rename the server:
    • Click the Computer Name field.
    • Click Change and enter a new name (e.g., LAB-SERVER2022).
    • Click OK and restart the server when prompted. image

Step 6: Configure Network Settings

  1. Open Network and Sharing Center from the Control Panel. image image image

  2. Click Change adapter settings on the left panel. image

  3. Right-click your network adapter and select Properties. image

  4. Select Internet Protocol Version 4 (TCP/IPv4) and click Properties. image

  5. Assign a static IP address, subnet mask, and DNS settings as needed.

  6. Click OK and close all network settings windows. image

Step 7: Enable Remote Desktop

Why Enable Remote Desktop in Server 2022

Remote Management

  • Provides the ability to manage the server from anywhere without needing physical access.
  • Especially useful for headless servers or servers in data centers.

Efficient Troubleshooting

  • Allows IT teams to quickly log in and diagnose issues, apply updates, or perform configurations remotely.

Multiple Sessions (with RDS)

  • When configured with Remote Desktop Services (RDS), multiple users can connect to the server simultaneously in their own sessions.

Supports Admin Access During Emergencies

  • Provides a way to access the server during network or service disruptions where local access is not possible.

Saves Time and Resources

  • Reduces the need to travel to the server’s physical location, saving time and operational costs.
  1. Open Server Manager and go to Local Server.

  2. Click Remote Desktop: Disabled. image

  3. Select Allow remote connections to this computer.

  4. Apply the settings and close the window. image image

Step 8: Install Windows Updates

  1. Open Settings > Update & Security.
  2. Click Check for updates.
  3. Install all available updates and restart the server if required. image image

Step 9: Configure Security Settings

  1. Open Windows Defender Firewall and ensure it is enabled.

Why It Is Important to Ensure Windows Defender Firewall Is Enabled in Server 2022

1. First Line of Defense

  • Acts as a barrier between the server and external threats, helping block unauthorized access.
  • Protects against malware, ransomware, and malicious network traffic.

2. Traffic Filtering

  • Controls inbound and outbound network traffic based on defined security rules.
  • Only allows authorized applications, ports, and protocols to communicate over the network.

3. Supports Compliance Requirements

  • Essential for meeting security standards that require baseline protections such as firewalls:
    • SOC 2 – A framework for managing customer data based on five trust principles: security, availability, processing integrity, confidentiality, and privacy.
    • ISO 27001 – An international standard for information security management systems (ISMS), focusing on risk management and data protection.
    • HIPAA – The Health Insurance Portability and Accountability Act, which mandates safeguards for protecting health-related information.
    • NIST – The National Institute of Standards and Technology provides security frameworks (like NIST 800-53 and NIST Cybersecurity Framework) used to enhance security posture across federal and private organizations.
  • Helps demonstrate that proper security controls are in place.

4. Reduces Attack Surface

  • Limits exposure to the network by blocking unused or vulnerable ports and services.
  • Helps prevent lateral movement by attackers within a network.

5. Integration with Security Policies

  • Can be centrally managed via Group Policy, Microsoft Endpoint Manager, or PowerShell, allowing consistent security enforcement across multiple servers.
  • Integrates with Windows Defender and Advanced Threat Protection (ATP) for layered security.

Note: Always configure firewall rules carefully. While it's important to enable the firewall, legitimate traffic (e.g., Remote Desktop, DNS, web services) should be explicitly allowed to avoid connectivity issues.

image image

Step 10: Create a Checkpoint (Snapshot) in Hyper-V

Why It Is Important to Create a Checkpoint (Snapshot) in Hyper-V

1. Safe Rollback Point

  • A checkpoint captures the current state, data, and configuration of a virtual machine (VM).
  • If something goes wrong after installing software, applying updates, or making configuration changes, the VM can be easily reverted to its previous working state.

2. Testing and Experimentation

  • Ideal for testing environments or home labs, where changes are frequently made.
  • Allows users to experiment with different settings, scripts, or deployments without permanent consequences.

3. Time-Saving Recovery

  • Eliminates the need to reinstall the OS or reconfigure settings if a mistake is made.
  • Saves time compared to restoring from full backups.

4. Supports Troubleshooting

  • Creates a baseline for isolating issues. If a change causes a problem, the checkpoint helps identify the root cause.

5. Minimizes Downtime

  • Quickly revert a VM to a functional state, reducing downtime in both test and production-like environments.

Note: While checkpoints are powerful, they are not a replacement for regular backups in production environments. Use them for short-term rollback protection during system changes or testing.

  1. Open Hyper-V Manager.

  2. Right-click your VM and select Checkpoint. image

  3. Right-Click and select Rename image

  4. Name the checkpoint (e.g., Fresh Install). image

This lab helps you set up a virtualized Windows Server 2022 environment for testing and learning.

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Deploying Windows Server and configuring Active Directory for efficient user management, authentication, and network security.

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