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Exchange 2010: Ask the expert

Exchange 2010: Ask the expert. Alastair Dick – Technology Strategist ( alastaid@microsoft.com ) Brett Johnson – UC TSP brettjo@microsoft.com. Top Ten Reasons to deploy Ex2010. Reduced deployment cost

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Exchange 2010: Ask the expert

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  1. Exchange 2010: Ask the expert Alastair Dick – Technology Strategist (alastaid@microsoft.com) Brett Johnson – UC TSP brettjo@microsoft.com

  2. Top Ten Reasons to deploy Ex2010 • Reduced deployment cost • Exchange Server 2010 helps you reduce costs by addressing common infrastructure requirements such as backup, e-mail archiving, mobile e-mail access, and voice mail with no need for third-party tools. • Simplified HA and DR • To help you achieve new levels of reliability and reduce the complexity of delivering business continuity. • Easier Administration • Exchange Server 2010 provides new self-service capabilities to help users perform common tasks without calling the help desk. • Flexible Access • Exchange Server 2010 offers an enhanced universal inbox experience, which provides your users with access to all of their business communications from a single location. • Decreased Inbox overload and increased productivity • Exchange Server 2010 adds new productivity features which help your users organize and prioritize the communications in their inboxes efficiently. • Voice mail Transcription • With Exchange Server 2010, users can receive their voice mail messages in their inbox with text preview. • Simplified Compliance and Archiving • Exchange Server 2010 delivers new integrated archiving functionality to help simplify compliance and discovery. • Safeguards for Sensitive Information • With centrally managed and enforced information protection and control capabilities, Exchange Server 2010 makes it easy to encrypt, control, and moderate your company's communications. • Reduced risk of malware and spam • Exchange Server 2010 actively helps protect your communications through built-in defences against junk e-mail and support for an array of third party security products.

  3. Exchange Server 2010 (inc SP1) Brett Johnson UC Technical Specialsts Microsoft UK http://blogs.technet.com/brettjo Twitter/Brettjo

  4. Optimisedfor Software & Services Deploy Exchange in the way that best fits your business needs Coexistence Seamless User Experience Cloud Services On-Premises

  5. Federation and Exchange Online Microsoft cloud services Dynamics CRM Online SharePoint Online Enterprise Apps ISV Apps Azure Services Platform Exchange Online OC Online Microsoft Federation Gateway Microsoft Online Federated sharing Single sign-on Fabrikam ADFSv2 Contoso Active Directory Employee Exchange Exchange • Sharing with partners • Free/busy sharing • Full calendar sharing • Contact sharing • Cross-premises coexistence • Free/busy sharing • Full calendar sharing • Secure message delivery • Mailbox move • Single sign-on/single identity • Exchange Online • Microsoft Online Services • Applications hosted on Azure™

  6. Protection and Compliance Flexible and Reliable Anywhere Access • Continuous Availability • Simplify Administration • Deployment Flexibility • Manage Inbox Overload • Enhance Voice Mail • Collaborate Effectively • E-mail Archiving • Protect Communications • Advanced Security • Optimisefor Software + Services

  7. Disk Technology Futures • Disk capacity trend predicted to continue • Sequential throughput increasing linearly based on areal density (2010 SATA = 250 megabytes (MB)/sec) • Random I/O performance not expected to improve substantially

  8. I/O Reduction: ESE Changes • Optimise for new Store schema • Allocate database space in contiguous manner • Maintain database contiguity over time : Online Defrag re-factored • Utilisespace efficiently : Database Compression • Deprecation of SIS (per DB) • Increase Database I/O Size • DB page size increased from 8 KB to 32 KB • Improved read/write I/O : Gap coalescing • Provide improved async read capability : Pre-read • Increase cache effectiveness • 100 MB checkpoint depth : HA configurations only • Cache compression : Dehydration • DB cache priority : Fast evict

  9. Deployment Flexibility Wide Range of Storage Hardware Options Enabled By Scalability and Performance Enhancements Direct Attached w/ SATA Disks Storage Area Network (SAN) Direct Attached w/ SAS Disks JBOD SATA(RAID-less) • Continual platform innovation yields 70% reduction in disk IO • Disk IO patterns optimized for better hardware utilization • Resilience against corruption through automated page-level repairs

  10. Exchange Server 2010 High Availability AD site: Dallas AD site: San Jose Mailbox Server 6 CAS/HUB Database Availability Group (DAG) Mailbox Server 1 Mailbox Server 2 Mailbox Server 3 Mailbox Server 4 Mailbox Server 5 DB1 DB4 DB1 DB5 DB3 DB1 DB2 DB5 DB2 DB1 DB4 DB3 DB3 DB1 DB3 DB2 DB4 DB5 DB5

  11. Microsoft IT Mailbox ArchitectureMailbox Distribution

  12. Microsoft IT Mailbox Architecture Storage Architecture • Strive to ensure balance between capacity and performance when choosing a disk • JBOD (no RAID) can be used when you have sufficient number of copies • RAID5 can be used when disk IO requirements are well understood • RAID-5 should not be used with 5.4K or 7.2K spindles due to performance implications

  13. Microsoft IT Mailbox ArchitectureFailure Model • Architecture is designed for a 3 server targeted failure model • Requires MaxActiveDatabases to be set on each server • Consider 11-node DAG • 35 database copies / server • ~300 mailboxes per database • Requires Operational maturity

  14. Mail SP1

  15. Collaborate Effectively A Familiar and Rich Outlook Experience Across Clients, Devices and Platforms Desktop Web Mobile

  16. Simplify Administration Delegate Specific Tasks to Specialist Users with Role-based Administration Compliance Officer Help Desk Staff Human Resources Conduct Mailbox Searches for Legal Discovery Update Employee Info in Company Directory Manage Mailbox Quotas

  17. Protect Communications Safeguard communications with an array of information protection and control tools Alert Modify Protect Redirect LESS RESTRICTIVE MORE RESTRICTIVE Classify Append Review Block • Apply the right level of control based on the sensitivity of the data • Maximisecontrol and minimiseunnecessary user disruptions

  18. MailTipsPrevent policy infractions before they happen Protect sensitive data from accidental distribution Create custom Mail Tips to prompt policy reminders Apply multiple alerts

  19. Protect Communications • Automatically Protect Messages • With Centralized Rights Management Rules • Automatic Content-Based Protection: • Transport Rule action to apply RMS template to e-mail or voice mail • Support for scanning of attachments and searching of protected mail • Internet Confidential and Do Not Forward Policies available out of box • Information protection cross PC, web, and mobile device

  20. Retention PoliciesAt the Folder or Item level • Folder • Item • Expiration date label • Policy applied to all e-mail within a folder • Policies automatically delete e-mail after x days and/or moved to archive Policies automatically delete e-mail after x days and/or move to archive

  21. Legal Hold PolicyPreserve edited and deleted items • Retention Hold suspends automated purge cycle • Legal Hold suspends manual purge/edits by users • Use Multi-Mailbox search to retrieve deleted/edited items indexed in recoverable items folder • Automatically generated Legal Hold alert

  22. Why Archive Your Email? • Storage Management • Balance mailbox size demands with available storage resources • Reduce the proliferation of .PST files stored outside of IT control • Improve overall application and network performance • Data Retention • Meet industry and regulatory email data retention requirements • Support ongoing compliance, litigation, or personnel matters • Preserve valuable intellectual property and corporate assets • Discovery • Respond to strict timelines for legal discovery orders • Reduce costs involved in searching for and retrieving email data • Report on email communications as part of auditing procedures

  23. Potential Barriers to Archiving • A Poor User Experience • Unfamiliar experience for your users • Separate tools for searching and accessing archived email • Loss of full fidelity of Exchange user productivity features • Complex Administrative Experience • Difficulty deploying add-ins and impact to Outlook® performance • Different methods for conducting multi-mailbox searches • Complexity managing high availability and access to the archive • High Costs and Overhead • Separate archive infrastructure investment • Additional archive management overhead • User training and education costs

  24. What Is The Archive? Exchange Server 2010 (Beta) DB + Copies User Account IT Pro manages Archive mailboxes same as existing Exchange mailboxes AD Outlook/OWA Archive is an additional mailbox associated with an existing user account Archive Mailbox Exchange Admin/ Compliance Officer Primary Mailbox 1-2 yrs of email Size < 10 GB Offline and Online 1- 10 yrs of email Size < 10 - 30 GB Online Only Recoverable Items (14 Days) Recoverable Items (14 Days) Archive mailbox is end user accessible from Outlook and OWA Archive availability and reliability is the same as existing Exchange mailboxes DAS Storage

  25. Support for Tiered Storage in SP1 • Users primary and archive mailboxes can be located on the same or separate databases • Mailboxes can be moved together or separately • Allows for different strategies for current and historical email: • Different storage hardware • Separate Database Availability Groups • Different backup and recovery windows (RTOs/RPOs)

  26. Improved Workflow in SP1 • Search preview provides info on estimated number of results with keyword statistics before copying result set to designed discovery mailbox • De-duplication of search results copies only one instance of a message • Searchable annotation offers tagging of reviewed items

  27. Advanced Security Stop Malicious Software and Spam from Entering into the Messaging Environment On-Premise Software Hosted Service Internet Hub Transport Server Mailbox Server Client Access Server SMTP Antivirus and anti-spam protection for Exchange Server 2010 Server Roles • Multiple scan engines throughout the corporate infrastructure • Tight integration with Exchange maximisesavailability and performance • Easy-to-use management console for central configuration and operation

  28. Coming in Service Pack 1 … • New Exchange Control Panel Management UI • Create and configure transport rules • Create and configure journaling rules • Manage Exchange ActiveSync policies • Manage RBAC Roles Groups and User Roles • Create and manage resource mailboxes • Create and manage security groups • Create and manage Allow/Block/Quarantine policies Flexible and Reliable • Improved High Availability and Disaster Recovery • Improved Continuous Replication (Block Mode) • Improved client experience for cross-site failover • Improved support for 2-node datacenter resilient topologies • Faster failovers with improved post-failover client experience • Active Mailbox database redistribution

  29. Coming in Service Pack 1 … • Improved Outlook Web App UI • Simplified UI better optimizes for small screens – e.g., Netbooks • Support for calendar printing • Support for adding inline images while composing new email • Themes and customization support • Improved OWA Performance • Long running operations do not block user experience • Auto-save drafts while composing new email Anywhere Access • Better Mobile Experience • Conversation view experience on par with Outlook Web App • Photos supported in Global Address List contact card • Exchange ActiveSync (EAS) throttling support • Information Rights Management support in EAS • Block/Quarantine notification to mobile device via EAS

  30. Coming in Service Pack 1 • Personal Archive Enhancements • Support for archive and primary mailboxes on separate databases • Outlook 2007 support (i.e., user’s personal archive folders appear) • .PST file import/export for archive and primary mailboxes • Support for “admin enabled” delegate access to archive • Archive provisioning and configuration with Exchange Control Panel • Exchange Web Services access to the archive mailbox Protection and Compliance • Retention Policy Management Enhancements • Create and Configure Retention Tags and Policies in EMC • User Self-service for selection of optional Retention Policies in ECP • Multi-Mailbox Search Enhancements • Search results preview including item count and keyword statistics • De-duplication of search results (optional) • New Information Protection and Control Capabilities • View protected documents with OWA Web Ready Document Viewer • Improved support for federated B2B IRM scenarios* *requires Windows Server 2008 R2 Service Pack 1

  31. How to migrate to Ex2010

  32. Exchange 2010 Deployment Tools • Profile Analyser • Exchange 2010 Mailbox Calculator • New version released Friday – 3.2 • http://msexchangeteam.com/archive/2009/11/09/453117.aspx • Exchange BPA (Part of EMC Tool Console) • LoadGen • Jet Stress • Remote Connectivity Analyser (OWA, EAS, OA) • Exchange 2010 Deployment Assistant • http://technet.microsoft.com/en-us/exdeploy2010/default.aspx

  33. Tools Process Flow User Profile Exchange Load Generator Mail Flow & Other Stats Exchange Profile Analyser User Profile Exchange Storage Calculator IOPS Performance Monitor Exchange Jet Stress

  34. Deployment PrerequisitesActive Directory Domain Services (AD DS) • AD DS minimum • Windows Server® 2003 SP2 global catalog server is installed in each Exchange AD DS site • Windows Server 2003 forest functional level • AD DS RAP is recommended • AD DS supported • Active Directory 2003 R1 and R2 • Active Directory 2008 R1 and R2

  35. Mailbox Role : Memory Sizing • Design servers with a lot of memory (32-64GB) • Deep checkpoint depth + 32KB pages allow E2010 to benefit from larger memory configurations than E2K7 • More DB Cache = less IOPS/Mailbox

  36. Processor and Memory Configuration

  37. Processor Core Scalability • Single Role Servers • Recommend 12 cores maximum (based on 2 socket platform) • Expect diminishing returns moving to 16+ cores • Known issues updating memory across cores • Not Non-Uniform Memory Access (NUMA)-aware or optimized for scale around data locality • Code takes longer to execute; transaction costs rise • Multiple Role Servers • Recommend 24 cores maximum for high-scale “Enterprise Multiple Role Server” • Multiple processes from different roles help us scale better

  38. Role Ratio Guidelines • Processor core ratios • Client access server (CAS) : Mailbox = 3 : 4 • Hub Transport server (HUB) : Mailbox • = 1 : 7 (no A/V on Hub) • = 1 : 5 (with A/V Hub) • Global Catalogue (GC) : Mailbox • = 1 : 4 (32–bit GC) • = 1 : 8 (64-bit GC)

  39. Virtualisation • The hardware virtualization software is running: • Windows Server 2008 with Hyper-V technology • Windows Server 2008 R2 with Hyper-V technology • Microsoft Hyper-V Server 2008 • Microsoft Hyper-V Server 2008 R2 • Any third-party hypervisor that has been validated under the Windows Server Virtualisation Validation Program. • The Exchange guest virtual machine: • Is running Microsoft Exchange 2010. • Is deployed on the Windows Server 2008 with SP2 or Windows Server 2008 R2 operating system. • Doesn't have the Unified Messaging server role installed. All Exchange 2010 server roles, except for the Unified Messaging server role, are supported in a virtualization environment. This is due to the real-time response requirements associated with voice communications with the Unified Messaging server role. • Boston Example : 4 x MBX servers for 1000 users

  40. Supported Upgrade Path • In-place upgrades are not a valid scenario • You cannot add an Exchange Server 2010 server to an existing Exchange organization if it contains Exchange Server 5.5 or 2000 servers • You cannot add Exchange Server 2007 servers to an Exchange Server 2010 organization that doesn’t have existing Exchange Server 2007 • Greenfield 2010 • Upgraded directly from 2003 to 2010 • Exchange organization must be in Native mode • Exchange Server 2003 and 2007 servers must be at the following service pack levels to add 2010 servers to the org: • Exchange Server 2003 Service Pack 2 (SP2) • Exchange Server 2007 SP2 for the following: • All CAS servers in the organization • All UM servers in the organization • All Exchange Servers in any AD DS site that will contain Exchange Server 2010 servers

  41. Deployment PrerequisitesSupported Upgrade Path • Deployment sequence • Client Access server role • Hub Transport server role • Unified Messaging server role (optional) • Mailbox server role • Edge Transport server role (optional) on separate server • AKA as the CHUM file deployment order

  42. Upgrade in a Nutshell Upgrade Internet facing sites first 2 • Deploy E2010 servers • CAS first; MBX last • Start with a few • Gradually add more servers as you move mailboxes Internet facing AD Site Upgrade Internal sites second 4 • Move • Internet hostnames to CAS2010 • UM phone number to UM2010 • SMTP end point to HUB2010 Internal AD Site CAS-CAS proxy https://autodiscover.contoso.com https://mail.contoso.com CAS, HUB, UM, MBX 2010 5 Internet Move Mailboxes CAS, HUB, UM, MBX https://legacy.contoso.com 3 • ‘Legacy’ hostname for old FE/CAS • SSL cert purchase • End Users don’t see this hostname • Used when Autodiscover and redirection from CAS2010 tell clients to talk to FE2003/CAS2007 for MBX2003/MBX2007 access 1 FE, BE, CAS, HUB, UM, MBX 2003 or 2007 Upgrade existing servers to SP2 6 Decommission old servers

  43. © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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