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OS X Server Essentials 10.10: Upgrading or Migrating to OS X Server

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Arek Dreyer and Ben Greisler offer the eight steps involved in upgrading or migrating to OS X Server, in this excerpt from Apple Pro Training Series: OS X Server Essentials 10.10: Using and Supporting OS X Server on Yosemite.
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Reference 1.4 Upgrading or Migrating to OS X Server

If you have an existing Mac with Snow Leopard Server, Lion Server, OS X Server for Mountain Lion, or OS X Server for Mavericks and your computer meets the hardware requirements for OS X Yosemite, you can “upgrade” to OS X Server for Yosemite. Otherwise, you can “migrate” from your old server to OS X Server for Yosemite on a Mac that meets the hardware requirements for Yosemite by first installing OS X Yosemite, then using OS X Setup Assistant or Migration Assistant, and finally installing OS X Server for Yosemite.

To upgrade to OS X Server for Yosemite, first you need to upgrade to Yosemite, and then you can install OS X Server for Yosemite. Remember that it is always best practice to back up any existing setup prior to running the upgrade so you can restore should anything go wrong.

Use the following steps:

  1. Make sure your Mac can run Yosemite.
  2. Make sure you have OS X Server for Mountain Lion, Lion Server, or the latest version of Snow Leopard Server. Use Software Update to update to the latest version of the appropriate software.
  3. If your OS X Server computer is configured to use itself as a DNS server, replace its own IP address in Network preferences with an external DNS server. During the upgrade process the DNS service will be turned off and won’t be available to provide DNS lookups. This will prevent a connection to the Internet, but providing an external DNS server will solve that problem.
  4. Download OS X Yosemite from the Mac App Store.
  5. Open Install Mac OS X Yosemite to perform the upgrade to OS X Yosemite.
  6. Once running Yosemite, download OS X Server from the Mac App Store.
  7. Open Server from Launchpad or the Applications folder to install OS X Server.
  8. Once OS X Server is open, check that all of your services are running; some might need to be switched back on.
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