8/8/2011 1 Upgrading to Exchange 2010 Technology Operations SOSPG3 Graphics Courtesy of Microsoft and Other Public Sources Session Overview • Not an Exchange 2010 Introduction • Focus on Lessons Learned • Agenda M bl D – Introductions – 2010 Overview – Design – Roles – Management – Migration and Users – Mobile Devices – Third Party Integrations – Archiving – Outlook – Public Folders – Resources Introduction David Michel Chief Information Officer Burr & Forman LLP [email protected](205) 458-5470 Michael Sulin Infrastructure Manager Thompson Coburn LLP [email protected](314) 552-6532 Patrick Sklodowski Managing Director mindSHIFT Technologies, Inc. [email protected](856) 425-0029
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8/8/2011
1
Upgrading to Exchange 2010
Technology OperationsSOSPG3
Graphics Courtesy of Microsoft and Other Public Sources
Session Overview• Not an Exchange 2010 Introduction• Focus on Lessons Learned• Agenda
M b l D– Introductions– 2010 Overview– Design– Roles– Management– Migration and Users
– Mobile Devices– Third Party Integrations– Archiving– Outlook– Public Folders– Resources
Introduction
David MichelChief Information OfficerBurr & Forman LLP [email protected](205) 458-5470
Michael SulinInfrastructure ManagerThompson Coburn [email protected](314) 552-6532( )
Patrick SklodowskiManaging DirectormindSHIFT Technologies, [email protected](856) 425-0029
( )
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2
Thompson Coburn
• Virtual Hub & CAS Roles– CAS Array using Windows NLB
• Single DAGM S– Two Mailbox Servers
• One Physical with DAS (primary)• One Virtual on SAN (secondary)
• Unified Messaging Server– One Physical (active)– One Virtual (standby)
Burr Forman
• All Servers Virtualized• Two Hub/CAS Servers
– CAS Array Load Balanced Using F5
• Single DAG – Two Production Mailbox Servers
• High Availability
– Site Resilient Mailbox Server is Planned
• Storage on NetApp SAN
mindSHIFT Technologies
• 25+ Exchange 2010 Migrations
• Projects Summary60 to 2500 Seats– 60 to 2500 Seats
– Single Server to Multi-site, Multi-role– Exchange 2003 and Exchange 2007 Migrations– GroupWise to Exchange 2010 Migrations– HA and Site Resiliency– Virtualization, SAN, Complex Networks
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EXCHANGE 2010 OVERVIEW
Server Roles
• Mailbox
• Client Access • Combining Roles
• Hub Transport
• Edge Transport
• Unified Messaging
• Scale Out
• Scale Up
MAPI Connections
MAPI (Outlook) Connections through the CAS Role
What “Mailbox” Server is listed in Outlook Profile?
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Database Availability Group
• Defines Which Mailbox Servers Can Replicate• Multiple Mailbox Database Copies per DAG• Multiple DAGS per Environment• High Availability
– Within Site
• Site Resiliency– Cross Sites
Database Availability Group
EXCHANGE 2010 DESIGN
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Design Concepts• New Design Philosophy
– Recovery Objectives– Best Way to Manage System
• Dependent on EnvironmentDependent on Environment– Simple– Complex– Moderately Complex
• Staggering Number of Options!
Design Options• High Availability
• Exchange Native• VMware• Third Party On-premise• Third Party Email
• Replication • Exchange Native• Third Party Software• SAN-based• Future Integration
Continuity
• Client Connectivity • Outlook AnyWhere• Outlook WebApp• SSLVPN / UAG• Mobile Devices
• Disaster Recovery• Exchange Native• Third Party On-premise
• Software Based• SAN Solutions
• Third Party Email Continuity
Design Consideration
• Database Availability Group– Avoid Quorum Isolation
• Three Tier Architecture / CAS Role• Load Balancing
– Hardware vs. Software
• Decreased Storage IOPS• Replication Network
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DATABASE AVAILABILITY GROUP
• DAG Design– Single Active Site/DAG– DAGOnly Mode
• Database Layout– Flexible
Database Availability Group
Flexible• File Share Witness
– With Active Mailboxes• Collapse Networks• Hide Storage Network from DAG
Cluster network ClusterNetworkName /prop Role=0
Collapse DAG Network
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SERVERS & ROLES
Mailbox Role/ Databases• Create Databases after CAS Array
• Database CopiesDatabase Copies– Same Directory Path on Each Server– DataMoveReplicationConstraint– MaxActiveMovesPerTargetMDB | SourceMDB
• Many Settings are Per User• Apply Settings En Masse with PowerShell
Quorum / File Share Witness
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Client Access Role
• All* MAPI Traffic Through CAS Role– *Except Public Folders
• Load Balancing– Hardware vs. Software
MS N t k L d B l i– MS Network Load Balancing– Virtual Servers with MS NLB
• Certificates– Intermediate Certificates
• Name Space Design– Try to Move to New Names
Exchange Control Panel
• Administrative Roles– Must Assign Admins to Roles
• User Self-ServiceA M f O A– Allows Users to Modify Own AD Records
• Not a Bug!• Disable
Hub Role• SMTP Database• Shadow Redundancy• When to Cutover• ‘C fli t” ith E 07 R i C t• ‘Conflict” with Ex07 Receive Connectors• Site Not Enabled for Hub Role
• Set-AdSite “SITE" -HubSiteEnabled $true
• Disable LinkState Routing (Ex03)• Careful Execution; Avoid Being Blacklisted
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Unified Messaging• Ensure Compatibility with Phone System
– Even for Service Packs!!• Message Waiting Indicator Support• Transition Issues – SIP Trunk
N F • New Features • Speech to Text Translation Experience• Call Answering Rules allows for voicemail based on
caller ID• Texting Capability– Watch out
• Ease of Use
Virtualization
• Size Based on Physical Requirements – Then Add Resources for Hypervisor
• Exchange isn’t Virtualization-“Aware” • Follow MS Virtualization Validation Program• Unified Messaging Now Support• VMotion Now Supported!!
• Carefully Plan DRS Affinity Rules
Storage• Single Instance Store is Removed• Database is Compressed• Assume 40-50% Growth over Ex2003• Is JBOD an Option?Is JBOD an Option?• Email Archiving • Storage on Hub Role
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Archiving / Retention
• Native Archiving is Now a Viable Alternative• Can Be A Separate Database
– Does Not Require the Same Number of Copies as Live DatabasesLive Databases
• Requires Outlook 2010 or 2007 with Plugin• Not Stub Based• Not Available Offline• Third Party Products / Service
MANAGEMENT
Operational Management
• PowerShell– Don’t Be Intimidated!– Some Commands Have Changed
• Consensus: Get Rid of Them! • Validate Consistent Replication Settings• Add Replicas a Few at a Time, Not all At Once• E E h Di k S H b S• Ensure Enough Disk Space on Hub Server• Verify Replicas
– User PFDavAdmin and EXFolders to Export Reports– Use Excel or WinDiff to Compare– Focus on Item Count
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Resources
• Pre-Deployment Analyzer• Server Profile Analyzer • Deployment Assistantp y• Remote Connectivity Analyzer• Mailbox Role Requirements Calculator• Vendor Sizing Calculators
Contact Information
David MichelChief Information OfficerBurr & Forman LLP [email protected](205) 458-5470
Michael SulinInfrastructure ManagerThompson Coburn [email protected](314) 552-6532( )
Patrick SklodowskiManaging DirectormindSHIFT Technologies, [email protected](856) 425-0029