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Exchange Client Network Bandwidth Calculator Guide Friday, 3 February 2012 Version 0.38 Beta Prepared by Neil Hobson Consultant [email protected] Contributors Neil Johnson

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Page 1: Exchange Client Network Bandwidth€¦ · Web viewExchange Client Network Bandwidth Calculator Guide Friday, 3 February 2012 Version 0.38 Beta Prepared by Neil Hobson Consultant neil.hobson@microsoft.com

Exchange Client Network BandwidthCalculator Guide

Wednesday, 8 February 2012Version 0.38 Beta

Prepared by

Neil HobsonConsultant

[email protected]

Contributors

Neil Johnson

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MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT.

Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation.

Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, our provision of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property.

The descriptions of other companies’ products in this document, if any, are provided only as a convenience to you. Any such references should not be considered an endorsement or support by Microsoft. Microsoft cannot guarantee their accuracy, and the products may change over time. Also, the descriptions are intended as brief highlights to aid understanding, rather than as thorough coverage. For authoritative descriptions of these products, please consult their respective manufacturers.

© 2012 Microsoft Corporation. All rights reserved. Any use or distribution of these materials without express authorization of Microsoft Corp. is strictly prohibited.

Microsoft and Windows are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.

The names of actual companies and products mentioned herein may be the trademarks of their respective owners.

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Revision and Signoff Sheet

Change Record

Date Author Version Change reference

16/01/12 Neil Hobson 0.38BETA Initial draft for review/discussion

Reviewers

Name Version approved Position Date

Neil Johnson 0.38BETA Senior Consultant, MCS UK 1/2/2012

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Table of Contents

1 Document Purpose.................................................................................................1

2 Introduction to the Calculator.................................................................................2

3 Using the Calculator................................................................................................3

3.1 Primary Usage Scenarios.....................................................................................................3

3.2 Definitions and Parameter Importance...............................................................................3

3.3 Project Phases.....................................................................................................................4

3.3.1 Pre-Sales Phase.........................................................................................................................4

3.3.2 Envisaging Phase.......................................................................................................................4

3.3.3 Design Phase.............................................................................................................................4

3.3.4 Project Phase Summary............................................................................................................4

3.4 Calculator Worksheets........................................................................................................5

3.4.1 Input Worksheet.......................................................................................................................6

3.4.2 Client Mix Worksheet...............................................................................................................6

3.4.3 Data Tables Worksheet.............................................................................................................9

4 Input Worksheet Parameter Reference.................................................................11

4.1 Exchange Organisation Data..............................................................................................11

4.2 User Profile Values............................................................................................................13

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1 Document PurposeThis document is an accompaniment to the Exchange Client Network Bandwidth Calculator and is intended to explain the process of using the calculator to predict client network bandwidth requirements.

It will explain where and how to use the calculator, covering details on what the various parameters mean and, where appropriate, how to obtain the required data for these parameters.

Please direct all comments and questions on the calculator or this guide to

[email protected]

Important

The Exchange Client Network Bandwidth Calculator and this accompanying guide are currently beta versions.

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2 Introduction to the CalculatorPervasive access to messaging services has become more prevalent over the last five years with most organisations having to consider remote working flexibility and an increasing number of mobile devices in addition to typical local desktop client access. Consequently, it is becoming increasingly difficult to accurately predict client network bandwidth requirements. Network bandwidth can be a very expensive commodity especially if it is not used effectively. Additionally, there are often long lead times on ordering network bandwidth upgrades making it essential that network bandwidth requirements are fully understood early on during the design phase of an Exchange Server project. If the network bandwidth requirements are incorrectly specified, the end users can suffer unacceptable service levels.

To help reduce the risks involved in Exchange Server network bandwidth planning, the Exchange Client Network Bandwidth Calculator has been designed to help anyone planning an Exchange Server deployment to predict the network bandwidth requirements for a specific set of clients. The prediction algorithms used within this calculator are entirely new and have been derived after significant testing and observation.

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3 Using the Calculator

3.1 Primary Usage ScenariosThe calculator itself is a Microsoft Excel 2010 spreadsheet that allows you to input key sizing parameters, observe the output and understand the calculated network requirements. The primary usage scenarios for the calculator are:

Hub site consolidation planning Exchange service externalisation planning Cloud requirements planning for Exchange Online (Office 365)

3.2 Definitions and Parameter ImportanceBy default, the calculator ships with a default set of Exchange organisation data and user profiles that are referred to within this document as standard definitions. The standard definitions are suitable for some scenarios where an approximate prediction of network bandwidth requirements is desired. However, where more precise predictions are required it is recommended that accurate Exchange organisation data and user profiles are collected and input into the calculator; these are referred to within this document as enhanced definitions. Entering enhanced definitions into the calculator involves obtaining detailed Exchange organisation data and user profiles from the existing messaging environment.

It is recognised that in some circumstances it may not be possible to obtain detailed information from the existing messaging environment for every parameter. Some parameters within the calculator have a bigger impact on overall network bandwidth prediction than other parameters and therefore it is important to fully understand the importance placed on values that are entered into the calculator. Consequently, a prediction importance rating of high, medium or low is assigned to each parameter so that a balanced view of the network bandwidth predictions can be obtained.

Note:

For more information on obtaining the data from the existing messaging environment or the prediction importance ratings, please see the section of this guide titled Input Worksheet Parameter Reference

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3.3 Project PhasesFor most projects, the Exchange Client Network Bandwidth Calculator will be most useful during the planning phase. Just like the Exchange Mailbox Role Calculator, the Exchange Client Network Bandwidth Calculator is intended to help design teams take different scenarios into account and analyse different approaches before committing to a design. The calculator has been designed to profile the network bandwidth requirements of both Exchange on-premises and Exchange Online (Office 365) workloads.

The calculator has been designed to be used in the pre-sales, envisaging and design phases of a project.

3.3.1 Pre-Sales Phase

During the pre-sales phase, it may be necessary to determine an approximate prediction of network bandwidth requirements given an estimate of the current user profiles and Exchange organisation data. In this type of engagement, it is recommended to use the standard definitions provided within the calculator and explain to the target audience that the figures calculated are purely examples that are likely to change once a better view of the user profiles has been determined.

3.3.2 Envisaging Phase

This particular scenario is very similar to the pre-sales phase. For example, it may be that use of Exchange Online in Office 365 is being considered and an approximate prediction of network bandwidth requirements is desired in order to assess the suitability of deploying a cloud-based service. Equally, it is quite possible that enhanced definitions will be used during this phase if that data is available.

3.3.3 Design Phase

The calculator can be used during the design phase of a project to derive a more accurate prediction of network bandwidth requirements. However, doing this requires more accurate user profile and Exchange organisation data and therefore enhanced definitions are required. At the design phase of a project, it is typical to want to determine if existing network links have sufficient available bandwidth. If they haven’t, discussions can begin with the network vendor.

3.3.4 Project Phase Summary

Table 1 summarises the project phases that the calculator is designed to be used in, together with the associated prediction accuracy.

Phase User Profile Data Accuracy of Prediction

Pre-Sales Phase Standard Definitions Unknown

Envisaging Phase Standard DefinitionsEnhanced Definitions

Unknown+/- 20%

Design Phase Enhanced Definitions +/- 20%Table 1 - Usage Scenario Summary

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3.4 Calculator WorksheetsThe calculator has four worksheets named Input, Client Mix, Data Tables and Version Changes.

Input. This worksheet allows the input of organisation data as well as user profiles. Client Mix. The Client Mix worksheet allows the input of sites, client types and the number of

users at those sites. Additionally, it displays the network bandwidth predictions in both table and graph format.

Data Tables. The data tables shown in this worksheet show the data usage per client as derived from the prediction algorithms used by the calculator. They are not for editing but rather are to be primarily used for education and documentation purposes.

Version Changes. This worksheet tracks the change history of the calculator.

The worksheets are described in more detail in the following sections of this guide.

Important

Before you fill in the values for each parameter on the Input worksheet, be sure to read the detailed descriptions of each parameter and, where appropriate, how to obtain the data required for these parameters. The detailed descriptions of each parameter can be found in the Input Worksheet Parameter Reference section of this guide.

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3.4.1 Input Worksheet

The Input worksheet is shown in Figure 1, where it can be seen that there are five main areas to configure.

Figure 1- Input Worksheet

The five main areas to configure are:

Exchange Organisation Data User Profile 1 (Light) User Profile 2 (Medium) User Profile 3 (Heavy) User Profile 4 (Very Heavy)

The Input worksheet allows you to enter values for eight parameters associated with your Exchange organisation and nine parameters for each of the four possible user profiles. The more accurate the user profile and Exchange organisation data entered into the Input worksheet, the more accurate the client network bandwidth predictions will be.

Once the values for each parameter have been entered into the Input worksheet, you can move onto the Client Mix worksheet.

3.4.2 Client Mix Worksheet

Most of the configuration work will take place in the Client Mix worksheet once the values for each parameter have been entered into the Input worksheet; the Client Mix worksheet is shown in Figure2.

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Figure 2 - Client Mix Worksheet

The Client Mix worksheet has two main areas of configuration:

Site definition, where you can enter site names, user profiles and user concurrency information Client type and numbers, where you can configure the types of clients in use at the sites together

with the number of users

Client Mix worksheet cells in grey are user-editable. However, Client Mix worksheet cells in green are for displaying calculation results and are therefore not designed to be edited by the user.

Each user-editable column in the Client Mix worksheet is explained in detail in Table 2.

Column Description

Site Definition : Site The name of the site you are defining on this row. Typically this will represent a physical location such as New York Datacenter or London Branch Office. The Site column is not used for anything other than display purposes

Site Definition : Site User Profile

A drop-down list that allows you to select the most appropriate user profile for this particular site. The user profile information will have previously been defined on the Input worksheet

Site Definition : Concurrency

A setting that allows you to change the concurrency percentage of user connections on a per-site basis

Client Type : Outlook 2010 OA-Cached

The number of Outlook 2010 Outlook Anywhere (RPC/HTTPS) clients in this site

Client Type : Outlook 2010 Cached

The number of Outlook 2010 cached-mode clients (non-Outlook Anywhere) in this site

Client Type : Outlook 2010 Online

The number of Outlook 2010 online mode clients in this site

Client Type : Outlook 2007 OA-Cached

The number of Outlook 2007 Outlook Anywhere (RPC/HTTPS) clients in this site

Client Type : Outlook 2007 The number of Outlook 2007 cached-mode clients (non-Outlook Anywhere) in

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Cached this site

Client Type : Outlook 2007 Online

The number of Outlook 2007 online mode clients in this site

Client Type : Outlook 2003 OA-Cached

The number of Outlook 2003 RPC/HTTPS clients in this site

Client Type : Outlook 2003 Cached

The number of Outlook 2003 cached-mode clients (non-RPC/HTTPS) in this site

Client Type : Outlook 2003 Online

The number of Outlook 2003 online mode clients in this site

Client Type : OWA 2010 The number of OWA 2010 clients in this site

Client Type : OWA 2007 The number of OWA 2007 clients in this site

Client Type : WP7 The number of mobile devices in this site running Windows Phone 7

Client Type : WinMo 6.x The number of mobile devices in this site running Windows Mobile 6.xTable 2 - Client Mix Worksheet User-Editable Columns

Table 3 details the columns in the Client Mix worksheet that are for displaying the results of the calculations.

Column Description

Network Predictions : Total The total number of users of all client types for this site. The total number of users across all sites is displayed at the bottom of this column

Network Predictions : Network Bandwidth (Exchange to Client)

The bandwidth required, in Mbits/sec, to support the data sent from Exchange to the clients, for the total number of clients defined for this site. The total bandwidth required from Exchange to the clients across all sites is displayed at the bottom of this column

Network Predictions : Network Bandwidth (Client to Exchange)

The bandwidth required, in Mbits/sec, to support the data sent from the clients to Exchange, for the total number of clients defined for this site. The total bandwidth required from the clients to Exchange across all sites is displayed at the bottom of this column

Network Predictions : Recommended Maximum Network Latency

The maximum possible network round-trip latency that is recommended for the clients defined for this site. The highest overall maximum round-trip latency across all sites is displayed at the bottom of this column

Table 3 - Client Mix Worksheet Display Columns

The results of the calculations are also displayed in graphical format at the bottom of the Client Mix worksheet, an example of which is shown in Figure 3.

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Figure 3- Client Mix Graphical Results

3.4.3 Data Tables Worksheet

The Data Tables worksheet shows the data usage per client as derived from the prediction algorithms used by the calculator. These tables are not meant to be edited but rather used for a variety of purposes, such as:

Personal understanding Providing supporting information in documentation Performing manual calculations Justifying why one particular client type has been chosen over another

The Data Tables worksheet is shown in Figure 4. This sheet of information shows the data usage requirements per client for each usage profile defined. It is provided for reference at this stage of the calculator deployment.

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Figure 4 - Data Tables Worksheet

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4 Input Worksheet Parameter ReferenceThe calculator allows for the input of Exchange organisation data and up to four user profiles that can be edited to match the values within your organisation. The standard definitions provided in the calculator for the Exchange organisation data and user profiles are intended to be used as a starting point. However, it is recommended to derive enhanced definitions based on accurate user profile data from your organisation in order to obtain a more accurate prediction.

4.1 Exchange Organisation DataThe parameters associated with Exchange organisation data are explained in detail in Table 4.

Input Value Description and Guidance Prediction Importance

Working Day (Hours) This parameter represents the number of hours in the working day within your organisation. The calculator will spread the data requirements across the specified number of hours.

Obtaining the data:Work with your organisation to understand the working patterns and the number of hours in a typical working day.

Medium

Bandwidth Headroom Network usage spikes are often seen in network bandwidth utilisation and it is recommended to allocate twice the predicted steady state requirement to provide a predictable user experience. The Bandwidth Headroom parameter can be used to represent the headroom allocated to take into account network usage spikes and is set to twice the predicted steady state requirement (100%) by default. It is not recommended to enter a value lower than 100%. However, if your organisation experiences message storms where email messages are sent to large distribution lists, or users send large attachments to many recipients, consider increasing this value.

Obtaining the data:Defining this value is a matter for each organisation. Basically it represents a safety factor in the design thresholds.

High

% Mobile Device Full Syncs Per Month

Mobile devices typically store a few days’ worth of messages on internal storage. Every time a device performs a full synchronisation, all of those messages must be downloaded to the device. This parameter represents the percentage of mobile devices that will perform a full synchronisation per month. Examples of instances that require a full synchronisation include a lost or replaced mobile device, provision of new mobile devices or support issues that require a mobile device to be reset.

Obtaining the data:Work with your organisation’s support services. Record the number of helpdesk calls over a month that require a full mobile device synchronisation.

Low

Mobile Device Days to The Mobile Device Days to Sync parameter allows you to specify how Low

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Sync many days’ worth of messages are downloaded to mobile devices. However, each mobile device type has different default settings and additionally users may have changed this default setting on their device. Therefore, it is recommended to input the value that represents the corresponding setting on the majority of devices deployed across your organisation.

Obtaining the data:Work with your organisation’s support services together with a number of users across different areas of the business to determine how many days’ worth of messages are typically downloaded to mobile devices.

Offline Address Book Size

The Offline Address Book (OAB) is a collection of address lists used by Outlook clients that operate in cached mode. There are various scenarios that require the OAB to be downloaded, such as when a new cached mode Outlook client connects to a Client Access Server, when a user elects to download the full OAB, or when the Offline Storage (OST) file is resynchronised. The size of the OAB is used in conjunction with the rate of OST resynchronisations to predict the network bandwidth requirements for OAB download data.

Obtaining the data:The size of the OAB can be determined by examining the size of the OAB data found on client computers at:%SystemDrive%\Users\<username>\AppData\Local\Microsoft\Outlook\Offline Address Books

If you cannot get this data precisely, a rough approximation is 1MB per 1000 users. This rises to 3KB if per user certificates arepublised.http://technet.microsoft.com/en-us/library/aa996152(EXCHG.65).aspx

High

% GAL Changes per Day

This parameter is used to represent the percentage of objects in your organisation’s Global Address List (GAL) that will be changed on a daily basis. This value is used to determine OAB differential download network requirements since changes that are made to the GAL need to be downloaded by Outlook clients operating in cached mode in order to ensure the OAB is up-to-date.

Obtaining the data:Work with your organisation’s support services to determine the number of entries in your GAL as well as the number of changes made to the GAL. From these numbers, calculate the percentage of changes made each day. Be sure to obtain a good average daily figure by looking at a month’s worth of change data.

High

Availability Protocol Type

Use this parameter to specify the most common form of availability request within your organisation. The two types of availability protocol are the Availability service and Schedule+ Free Busy and it is important to understand which mechanism is being used within your organisation. The Availability service is used in Exchange Server 2007 or later, and is available to clients running Outlook 2007 or later. Schedule+ Free Busy is the legacy mechanism for storing availability data within system

Medium

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public folders and is used by Outlook 2003 regardless of the version of Exchange Server that Outlook 2003 is connected to. Additionally, Schedule+ Free Busy is used by Exchange Server 2003 regardless of the Outlook client version. Note that in Office 365, Exchange Online uses the Availability service.If both Schedule+ FREE BUSY and the Availability service are in use in the same organisation, choose the Availability Service option in the calculator.

Obtaining the data:Compare your organisation’s deployment configuration against the table titled Methods Used to Retrieve Free/Busy Information at the topic titled Understanding the Availability Service (http://technet.microsoft.com/en-us/library/bb232134.aspx#methodstoretrivefbinfo)

% OST Resync Per Month

The % OST Resync Per Month parameter is used to indicate the percentage of desktops or laptops running Outlook in cached mode that will perform an OST resynchronisation per month. An OST resynchronisation can account for a significant proportion of your client network bandwidth requirements and is therefore an important parameter. Scenarios that warrant a full OST resynchronisation include hard disk drive failure, operating system upgrades, operating system rebuilds and MAPI profile re-creations.

Obtaining the data:Work with your organisation’s support services. Record the number of helpdesk calls over a month that have been logged as a result of a hard disk drive failure, or have required an operating system upgrade, operating system rebuild or a MAPI profile re-creation. Once this figure has been determined, express it as a percentage of the overall number of users.

High

Table 4 - Exchange Organisation Data Parameter Reference

4.2 User Profile ValuesThe parameters associated with user profiles are explained in detail in Table 5.

Input Value Description and Guidance Prediction Importance

Average Message Size (KB)

This parameter represents the average message size, in kilobytes, for all users within the user profile group. The average message size is very important in bandwidth prediction since it is used to determine how many network bytes are required to transmit each message.

Obtaining the data:If your organisation is currently running either Exchange Server 2003 or Exchange Server 2007, you can use the Exchange Profile Analyzer (EPA) to determine your organisation’s average message size. See http://blogs.technet.com/b/neiljohn/archive/2011/08/02/exchange-user-profile-analysis.aspx for details. If your organisation is currently

High

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running Exchange Server 2010, you can use PowerShell as detailed at http://blogs.technet.com/b/neiljohn/archive/2011/08/09/user-profile-analysis-for-exchange-server-2010.aspx.

Messages Sent Per Mailbox Per Day

The Messages Sent Per Mailbox Per Day parameter represents the average number of messages sent per day by mailboxes within the user profile group. This parameter is very important in bandwidth prediction and therefore it is important to ensure it is as accurate as possible.

Obtaining the data:If your organisation is currently running either Exchange Server 2003 or Exchange Server 2007, you can use the Exchange Profile Analyzer (EPA) to determine the number of messages sent per mailbox per day. See http://blogs.technet.com/b/neiljohn/archive/2011/08/02/exchange-user-profile-analysis.aspx for details. If your organisation is currently running Exchange Server 2010, you can use PowerShell as detailed at http://blogs.technet.com/b/neiljohn/archive/2011/08/09/user-profile-analysis-for-exchange-server-2010.aspx

High

Messages Received Per Mailbox Per Day

This parameter represents the average number of messages received per day by mailboxes within the user profile group. Like the number of messages sent per day per mailbox, this parameter is very important in bandwidth prediction and therefore it is important to ensure it is as accurate as possible.

Obtaining the data:If your organisation is currently running either Exchange Server 2003 or Exchange Server 2007, you can use the Exchange Profile Analyzer (EPA) to determine the number of messages received per mailbox per day. See http://blogs.technet.com/b/neiljohn/archive/2011/08/02/exchange-user-profile-analysis.aspx for details. If your organisation is currently running Exchange Server 2010, you can use PowerShell as detailed at http://blogs.technet.com/b/neiljohn/archive/2011/08/09/user-profile-analysis-for-exchange-server-2010.aspx

High

Avg Mailbox Size (GB) For this parameter, enter the average mailbox size, in gigabytes, for mailboxes within the user profile group. It is used to derive the amount of network bandwidth that will be required due to resynchronisation of OST files for Outlook clients running in cached mode. To cater for the worst-case scenario, consider setting this parameter to the average mailbox quota size

Obtaining the data:If you are using Exchange Server 2007 or 2010 then use PowerShell to derive this information, otherwise you may need to look at 3rd party messaging system reporting and management tools.

High

Avg Recipients Per Meeting

This is a parameter used to define how many recipients on average are invited to every meeting within your organisation. It is used to help predict the network traffic used to organise a meeting and check availability data.

Obtaining the data:

Medium

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If your organisation is currently running either Exchange Server 2003 or Exchange Server 2007, you can use the Exchange Profile Analyzer (EPA) to determine the average number of recipients per meeting. See http://blogs.technet.com/b/neiljohn/archive/2011/08/02/exchange-user-profile-analysis.aspx for details. If your organisation is currently running Exchange Server 2010, work with your organisation’s support services together with a number of users across different areas of the business to determine how many recipients on average are invited to meetings.

Average Meetings Per Mailbox Per Day

The Average Meetings Per Mailbox Per Day parameter represents the average number of meetings that an average mailbox user will receive on a daily basis. When combined with the Avg Recipients Per Meeting parameter, this parameter is used to determine the network bandwidth requirements when users organise meetings and check availability data.

Obtaining the data:This value is difficult to predict or record with current tooling. The calculator assumes a linear relationship between your usage profiles and meeting frequency, i.e. the more email someone sends then the more meetings they will attend; this is obviously a gross assumption and is under review as part of the Beta and may change before release.

Medium

Web Client/Online Mode Attachment Read %

Web clients and Outlook clients running in online mode consume the most network bandwidth when they are retrieving messages from the server. The bandwidth requirement is directly proportional to the number of items that each user reads. This parameter controls the number of times that each item will be read. For example, setting the parameter to 100% equates to each item being read once, whereas setting the parameter to 200% equates to each item being read twice.

Obtaining the data:This value is difficult to determine since there is no way to record how many times an online user has read an item. Remain with the default value unless you have good reason to change it.

Medium

Mobile Client Attachment Read %

This parameter represents the percentage of attachments delivered to mobile devices that will be downloaded to the device. Most mobile devices use very little network bandwidth to display new message notifications and instead only download the message when it is opened or the attachment is viewed. This parameter specifies the number of times that a message will be fully downloaded. For example, setting the parameter to 100% equates to each message being fully downloaded once, whereas setting the parameter to 200% equates to each message being fully downloaded twice.

Obtaining the data:This parameter is difficult to determine with current tooling. Use the defaults during the Beta unless you have reason to suspect that your users behave differently.

Medium

Ensure OST Download in 1 Working Day

This parameter determines whether or not to allow the calculator to predict how much additional network bandwidth is required to allow a full OST resynchronisation within a working day. The working day timeframe is specified in the Working Day (Hours) parameter. It is

Low

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recommended that this parameter is enabled (set to Yes) for all predictions. However, it is most useful when predicting network bandwidth requirements for a small number of users in a remote site.

Table 5 - User Profile Parameter Reference

Page 16Exchange Client Network Bandwidth, Calculator Guide, Version 0.38 DraftPrepared by Neil Hobson"document.docx" last modified on 8 Feb. 12, Rev 15