Exchange 2010 and Virtualization VirtG’s Deep Dive Day

1. Exchange 2010 and VirtualizationVirtG’s Deep Dive Day Lee Benjamin ExchangeGuy Consulting www.ExchangeGuy.com March 2011

2. About Lee Benjamin ExchangeGuy Consulting Architecture, Migration/Upgrades, Project Guidance ISV Advisor, Strategy, Whitepapers, Testing, Reviews Industry Events, Speaker, Custom Training, Expert www.ExchangeGuy.com User Groups www.ExchangeServerBoston.org www.BostonUserGroups.org www.GITCA.org www.VirtG.com

3. Agenda • Architectural Foundation of Exchange 2010 • Exchange Server Roles • Foundation Technologies • Virtualization and Exchange • Generalities, Hyper-V • Common Questions • ExchangeGuy’s Virtual Environment • Remote Demo

4. Common Questions What Exchange Roles can I virtualize? Should I virtualize the Mailbox Role? Can I virtualize with VMware, or just Hyper-V? What about virtualization snapshots? Should I use Network Load Balancing? Can I virtualize the Unified Messaging Role? Can I virtualize Lync? Is Office 365 considered virtualization?

5. Exchange Server 2010 Releases • Exchange Server 2010 • RTM’d October 8, 2009, GA since November 9, 2009 • Hosting nearly 40 million mailboxes in the cloud! • Service Pack 1 • RTM= August 21st,RTWAugust 23rd • At release running on… • 134,000 Mailboxes in MSIT, 477,836 Mailboxes in TAP • Rollup 3 for SP1 Released March 2011

6. Exchange Server Roles Exchange 2003/2000 Exchange 2010/2007

7. Exchange 2010 Architecture Phone system (PBX or VOIP) Edge Transport Routing & AV/AS Hub Transport Routing & Policy External SMTPservers Unified Messaging Voice mail & voice access Mailbox Storage of mailbox items Mobile phone Web browser Client Access Client connectivity Web services Outlook Anywhere (remote user) Line of business application Outlook (local user)

8. Exchange 2010 Foundation

9. Exchange’s Database • Extensible Storage Engine (ESE) • Well Known With 14 Years In Production • 64bit Database Introduced In Exchange 2007 • Removed Database Cache Memory Limitation (1.2GB) • Log Files Are 1MB (was 5MB), STM Files Are No More • For 2010, Database Reorganized For Large Mailboxes • Tables vs. Mailboxes, SIS Casualty, Storage Groups Gone • Database Page Repair From Replicated Copy (Lagged) • 90% IO Reduction Over Exchange 2003 • 70% IO Reduction Over Exchange 2007

10. MAPI To The Middle (CAS, Finally) Exchange 2010 Exchange 2007 Exchange Components Exchange Components Transport Agents Transport Agents WS WS OWA OWA Mailbox Agents Mailbox Agents UM UM Outlook / MAPI Entourage Sync Sync Outlook / MAPI Entourage MiddleTier Exchange Biz Logic CAS CAS MiddleTier MAPI, RFR & NSPI RPC Exchange Biz Logic Exchange Core Biz Logic DAV MAPI RPC Mailbox Mailbox MAPI RPC Store Store Performance Implications Moving Heavy Workload

11. Management Tools • Exchange Management Console And Shell (2007) • Simplified Hierarchy • Sophisticated PowerShell Environment • All Recipient Management In EMC and EMS • Manage Users In ADUC, Messaging In Exchange • Exchange Control Panel (2010) • Delegate Tasks Through Web Interface • Distribution Groups, Tracking, Personal Info, More… • Through Outlook Web App • Roles Based Access Control

12. Exchange Control Panel UI Scope Control Secondary Navigation Slab Primary Navigation

13. Backup Changes • Storage Groups Removed 2010 • Store : SG Became 1:1 in 2007 • Stores Owned By The Organization • Allows Database Mobility • Recover To Another Exchange Server • Recovery Database (was Recovery Storage Group) • No Streaming Backup Support • Only VSS Snapshots • From Microsoft And 3rd Parties • Backup/Restore From/To Any DAG Member • Why Restore When You’ve Got DAG Replication

14. Companion Archiving / Policies • Compliance and Discovery Concerns, Regulations… • Introducing Secondary Companion Mailbox • Integrated Into Outlook 2010 and OWA 2010 (Also Outlook 2007 in RU) • SP1- Same Or Different Database • Users Can Drag And Drop PST’s • Auto-Archive Policy, Transport Rules,Message Retention • Separate Retention Policy For Archives • Legal Hold Capability • Any Kind Of Delete Will Fail • Administrator or Compliance Role To View • Third Parties Extend To Business Level Archives

15. Database Availability Groups • SCC, CCR, and SCR Evolution • No Clustering Knowledge Required • Windows Server Clustering Underneath For Heartbeat • From 2 To 16 Replicas, Multiple Active Nodes • All Managed Inside Exchange • Exchange Management Console or Shell • Recommend 3-4 Node DAGs, Or Larger (2 with SP1) • Allows Lower Cost SAS and SATA Disks in DAS

16. Exchange 2010 DAG Example

17. Message Routing • All Traffic Routes Through HUB Transports • Routing Topology Is Active Directory Sites • No Longer Exchange Routing Groups • Larger AD Topologies May Require Work • EDGE Designed for Perimeter (Optional) • Hardened SMTP, Protects AD with EdgeSync • Anti-Virus and Anti-Spam on Periphery • However, HUB Can Be Configured Direct To Internet • CPU and Memory Are Key, Minimal Disk • Add Redundancy With Additional Servers

18. Shadow Transport

19. Transition: Deployment Assistant http://technet.microsoft.com/exdeploy2010

20. Remote Connectivity Analyzer • https://www.testexchangeconnectivity.com/ • Test • Exchange ActiveSync (EAS) • Outlook Anywhere (RPC/HTTP) • Autodiscover • SMTP • …More Will Come… • Use It Every Step Of Transition

21. Living With The Cloud- Hybrid Coexistence Sync AD Seamless User Experience On-Premises Cloud Services

22. Microsoft Office 365 BRINGING TOGETHER CLOUD VERSIONS OF MICROSOFT’S COMMUNICATIONS AND COLLABORATION PRODUCTS WITH THE LATEST VERSION OF OUR DESKTOP SUITE FOR BUSINESSES OF ALL SIZES.  22

23. What’s New in Office 365 • Flexible service offering with pay-as-you-go, per-user licensing • The complete Office experience with services integration in Office 365 • Always the latest version of the Office apps, including Office Web Apps • Familiar Office user experience to access services • Voicemail with unified messaging • Integrated personal archiving • Retention policies and legal hold • Exchange Control Panel • Free/busy coexistence • Cross-premises management • IM & Presence across firewalls • GAL/Skill search in SharePoint • Online meeting with desktop sharing • Activity feeds • Contact photos • Click to communicate from Office contact cards • Windows Live federation • My Sites to manage and share documents • Access documents offline • Improved Team & Project Sites • Document-level permissions to protect sensitive content • Share documents securely with Extranet Sites • Cross site collection search Platform Capabilities • New user interface • Role based access • Identity federation (eliminate sign-in client) • Multi-factor authentication support 23

24. Virtualization Support • Windows Server 2008 And R2 With Hyper-V • Also Microsoft Hyper-V Server And R2 • Any Third-Party Hypervisor Validated Under The Windows Server Virtualization Validation Program • VMware, Other • Any Exchange 2010 Role Except Unified Messaging (UM) • Must Use Fixed Size Virtual Storage Disks, or SCSI Pass-Through Physical Disks, or iSCSI SAN Disks • No Differencing Disks, No Hypervisor Snapshots • Only Virtualization And Management SW On Host

25. Virtual Concerns • 9-12% Overhead For Hypervisor • Plan For 10% Less Users • Same CPU and Memory Requirements As Physical • Savings May Not Be There • Scale Out Rather Than Scale Up • Conscious Decision From Exchange Team • Spread The Load And Risk • More Servers And Replicated Copies (DAGs)

26. Single Exchange 2010 Server • Exchange Server Running CAS, HUB, and MBX Roles • Deploy This Critical Server On Physical Hardware • Resource Intensive On Its Own • Direct Attached Storage, Redundancy Through Raid • Lower Cost SAS And SATA Drives Acceptable • Though Use Storage Calculator • Consider Virtualization For Low Availability • 2nd Copy of Mailbox Role In DAG • Not Actively Supporting Users • Virtualize CAS and HUB For Redundancy • Regardless Of Mailbox Role In DAG • Size Accordingly

27. Exchange 2010 3-Node DAG • 3 Exchange Servers Running MBX Role • Two In Data Center, One At Secondary DR Location • Could Also Be Running CAS And Hub Roles* • DAG Created and 3 Mailbox Servers Added to DAG • Mailboxes Split Between 2 Mailbox Servers • DR Copy Is Candidate For Virtualization • Set Lagged Copies on 3rd DAG Node In DR Site • Replicated DAG Will Failover or Crossover As Needed • 3 Copies Allows Both Intra- and Cross Site Protection • Virtualize CAS and HUB For Redundancy • Size Accordingly

28. Other Exchange 2010 Virtualization Scenarios • Branch Office • Streamlined Provisioning To Smaller Offices • Distributed DR Sites • Around The World • DR Sites With Lagged Copies • Log Files Are Replicated • Delayed Insert Into Database (Hours, Days) • If Major Corruption, Remove Troubled Log Before • Transition Helper • CAS/HUB 2007 And CAS/HUB 2010

29. Common Questions What Exchange Roles can I virtualize? Should I virtualize the Mailbox Role? Can I virtualize with VMware, or just Hyper-V? What about virtualization snapshots? Should I use Network Load Balancing? Can I virtualize the Unified Messaging Role? Can I virtualize Lync? Is Office 365 considered virtualization?

30. Virtualization Summary

31. Thanks! Lee BenjaminExchangeGuy Consulting www.ExchangeGuy.com LeeB@ExchangeGuy.com ExchangeServerBoston.org, Chairman BostonUserGroups.org, Vice President Virtualization Group (VirtG), Advisory Board GITCA.org (formerly Culminis), Director, Global Board