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Chapte 1: Introduction Zero Data Loss Disaster Recovery for Microsoft Exchange 2010 Enabled by EMC Unified Storage, EMC Replication Enabler for Exchange 2010, Brocade End-to-End Network, Dell Servers, and Microsoft Hyper-V A Detailed Review EMC Information Infrastructure Solutions Abstract This document provides a virtualized Microsoft Exchange 2010 disaster recovery solution designed, built, and tested by EMC in partnership with Microsoft, Brocade, and Dell. It highlights the benefits of leveraging EMC ® Replication Enabler for Exchange 2010 to provide zero data loss SAN-based block-level synchronous replication as an alternative to native Exchange’s 2010 DAG network log shipping asynchronous replication. October 2010

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Page 1: Zero Data Loss Disaster Recovery for Microsoft Exchange 2010 · Zero Data Loss Disaster Recovery for Microsoft Exchange 2010 ... In-site database switchover with EMC ... Zero Data

Chapte 1: Introduction

Zero Data Loss Disaster Recovery for

Microsoft Exchange 2010 Enabled by EMC Unified Storage, EMC Replication Enabler for

Exchange 2010, Brocade End-to-End Network, Dell Servers, and

Microsoft Hyper-V

A Detailed Review

EMC Information Infrastructure Solutions

Abstract

This document provides a virtualized Microsoft Exchange 2010 disaster recovery solution designed, built, and tested

by EMC in partnership with Microsoft, Brocade, and Dell. It highlights the benefits of leveraging EMC® Replication

Enabler for Exchange 2010 to provide zero data loss SAN-based block-level synchronous replication as an

alternative to native Exchange’s 2010 DAG network log shipping asynchronous replication.

October 2010

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Zero Data Loss Disaster Recovery for Microsoft Exchange 2010

Enabled by EMC Unified Storage, EMC Replication Enabler for Exchange 2010, Brocade End-to-End Network, Dell Servers, and Microsoft Hyper-V—A Detailed Review

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Copyright © 2010 EMC Corporation. All rights reserved. EMC believes the information in this publication is accurate as of its publication date. The information is subject to change without notice. THE INFORMATION IN THIS PUBLICATION IS PROVIDED ―AS IS.‖ EMC CORPORATION MAKES NO REPRESENTATIONS OR WARRANTIES OF ANY KIND WITH RESPECT TO THE INFORMATION IN THIS PUBLICATION, AND SPECIFICALLY DISCLAIMS IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Use, copying, and distribution of any EMC software described in this publication requires an applicable software license. For the most up-to-date listing of EMC product names, see EMC Corporation Trademarks on EMC.com All other trademarks used herein are the property of their respective owners. Part number: H7410.1

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Table of Contents

Zero Data Loss Disaster Recovery for Microsoft Exchange 2010

Enabled by EMC Unified Storage, EMC Replication Enabler for Exchange 2010, Brocade End-to-End Network, Dell Servers, and Microsoft Hyper-V—A Detailed Review

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Table of Contents

Chapter 1: Introduction .......................................................................................... 10

Overview ......................................................................................................................................... 10

Exchange 2010 Tested Solutions ................................................................................................... 10

Partnership .................................................................................................................................. 10

Virtualized Exchange 2010 solutions .......................................................................................... 10

Supported virtualization platforms ............................................................................................... 10

Executive summary ......................................................................................................................... 11

Overview ..................................................................................................................................... 11

Solution overview ............................................................................................................................ 12

Purpose ....................................................................................................................................... 12

Scope .......................................................................................................................................... 12

Audience ..................................................................................................................................... 13

Chapter 2: Technology and Key Components ..................................................... 14

Overview ......................................................................................................................................... 14

Topics .......................................................................................................................................... 14

Components ................................................................................................................................ 14

Microsoft Exchange Server 2010 .................................................................................................... 15

Windows 2008 R2 Hyper-V ............................................................................................................. 15

EMC Replication Enabler for Exchange Server 2010 ..................................................................... 16

Overview ..................................................................................................................................... 16

REE components ........................................................................................................................ 16

REE benefits ............................................................................................................................... 17

EMC Replication Manager .............................................................................................................. 18

Overview ..................................................................................................................................... 18

How Replication Manager works with Exchange 2010 ............................................................... 18

Using RM with VSS technology .................................................................................................. 19

EMC Unified Storage ...................................................................................................................... 20

EMC CLARiiON family overview ................................................................................................. 20

Why use CLARiiON with Microsoft Hyper-V? ............................................................................. 21

EMC MirrorView .............................................................................................................................. 22

Overview ..................................................................................................................................... 22

Flexible choices for deploying MirrorView ................................................................................... 22

CLARiiON MirrorView/S configuration with REE ........................................................................ 22

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EMC SnapView ............................................................................................................................... 23

Brocade network load balancing ..................................................................................................... 24

Overview ..................................................................................................................................... 24

Brocade Serverlron ADX ............................................................................................................. 24

Brocade SAN and LAN/WAN network infrastructure ...................................................................... 27

Overview ..................................................................................................................................... 27

Brocade 300 SAN switch ............................................................................................................ 27

Brocade 825 Dual Port 8G FC HBA ............................................................................................ 28

Brocade network infrastructure ....................................................................................................... 29

Brocade FastIron Ethernet switch ............................................................................................... 29

Brocade NetIron routers .............................................................................................................. 29

Dell PowerEdge R910 Servers ....................................................................................................... 29

Dell PowerEdge R910 server ...................................................................................................... 29

Other key Dell technologies enabling robust virtualization ......................................................... 30

Fail-safe virtualization ................................................................................................................. 30

Embedded system management ................................................................................................ 30

Hardware used in this solution ........................................................................................................ 30

Storage ........................................................................................................................................ 30

Servers ........................................................................................................................................ 31

LAN and SAN Switches .............................................................................................................. 31

Software used in this solution ......................................................................................................... 32

Chapter 3: Solution Design .................................................................................... 33

Overview ......................................................................................................................................... 33

Solution design methodology .......................................................................................................... 33

Key solution requirements............................................................................................................... 33

Exchange 2010 design architecture with EMC synchronous replication by REE ........................... 34

Database availability group (DAG) design with REE ...................................................................... 36

Planning your DAG deployment .................................................................................................. 36

Understanding the concept of active and passive copies with REE ........................................... 37

Site resiliency considerations and DAG design with REE .......................................................... 38

Leveraging virtualization for Exchange deployment ................................................................... 39

Creating an effective HA DAG design with REE ......................................................................... 39

Virtualized Exchange roles .......................................................................................................... 41

Identifying Hyper-V host and VM requirements .............................................................................. 43

Overview ..................................................................................................................................... 43

Identifying Exchange user profile type requirements .................................................................. 43

Identifying CPU requirements for Mailbox server failure contingency ........................................ 44

Calculate the CPU capacity of the Hyper-V Root server ............................................................ 44

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Determine the CPU capacity of the VMs .................................................................................... 45

Chapter 4: Storage Design ..................................................................................... 46

Overview ......................................................................................................................................... 46

Methodology for sizing Exchange storage ...................................................................................... 46

Exchange storage design using EMC building block methodology ................................................ 47

What is a building block? ............................................................................................................ 47

Step 1. Identify user requirements .............................................................................................. 47

Step 2. Identify Exchange VM requirements ............................................................................... 48

Step 3. Identify and calculate storage requirements based on IOPS and capacity .................... 48

Step 4. Finalize the Exchange VM building-block ....................................................................... 53

Storage design summary ................................................................................................................ 53

Total storage requirements summary ......................................................................................... 53

LUN configurations ...................................................................................................................... 54

Mailbox server configuration summary ....................................................................................... 54

Chapter 5: LAN and SAN Architecture .................................................................. 56

Introduction...................................................................................................................................... 56

Overview ..................................................................................................................................... 56

Topics .......................................................................................................................................... 56

SAN and LAN/WAN configuration ................................................................................................... 56

SAN configuration ....................................................................................................................... 56

LAN configuration ........................................................................................................................ 57

Network load balancing ................................................................................................................... 59

Overview ..................................................................................................................................... 59

Exchange RPC Client Access and Address Book services ........................................................ 59

Network traffic ............................................................................................................................. 59

Configuring Layer 2 Active/Hot Standby Redundancy ................................................................ 60

Network configuration for DAG ................................................................................................... 60

Best practices planning for network load balancing ........................................................................ 61

Overview ..................................................................................................................................... 61

Affinity .......................................................................................................................................... 61

LB-created cookie ....................................................................................................................... 61

Source IP port persistence .......................................................................................................... 62

Monitoring the Outlook client configuration ................................................................................. 62

Chapter 6: Exchange 2010 backup with EMC Replication Manager ................... 63

Introduction...................................................................................................................................... 63

Overview ..................................................................................................................................... 63

Topics .......................................................................................................................................... 63

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Replication Manager design............................................................................................................ 63

RM functionality Overview with Exchange 2010 ......................................................................... 63

Recommendations for best RM performance ............................................................................. 64

Preparing your Exchange 2010 environment for backups with Replication Manager .................... 64

RM design considerations ........................................................................................................... 64

Backup configuration in this solution ........................................................................................... 65

Rapid restore using Replication Manager ....................................................................................... 65

Roll-forward recovery .................................................................................................................. 65

Point-in-time recovery ................................................................................................................. 65

Chapter 7: Best Practices Planning ...................................................................... 67

Overview ......................................................................................................................................... 67

Exchange 2010 best practices ........................................................................................................ 67

Optimizing SAN best practices ....................................................................................................... 67

Reliability considerations ............................................................................................................. 67

Performance considerations ....................................................................................................... 68

Additional considerations ............................................................................................................ 68

Exchange Mailbox server optimization for EMC storage ................................................................ 69

Chapter 8: Solution Validation ............................................................................... 70

Introduction...................................................................................................................................... 70

Overview ..................................................................................................................................... 70

Topics .......................................................................................................................................... 70

Validation methodology and tools ................................................................................................... 71

Overview ..................................................................................................................................... 71

Jetstress 2010 ............................................................................................................................. 71

Loadgen ...................................................................................................................................... 71

Exchange storage validation with Jetstress .................................................................................... 72

Overview ..................................................................................................................................... 72

Test configuration ........................................................................................................................ 72

Jetstress test results and CX4-480 performance ........................................................................ 73

CX4-480 performance with Exchange 2010 Jetstress ................................................................ 74

Database replication process for DAG in a third-party replication mode ........................................ 74

Overview ..................................................................................................................................... 74

Initial synchronization performance............................................................................................. 75

Environment validation with Loadgen ............................................................................................. 75

Overview ..................................................................................................................................... 75

Loadgen test preparation ............................................................................................................ 75

Loadgen configuration for peak load ........................................................................................... 76

How to validate test results ......................................................................................................... 76

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Validation tests scenarios ........................................................................................................... 77

Test 1 – Normal operating condition – peak load ........................................................................... 77

Objectives .................................................................................................................................... 77

Configuration ............................................................................................................................... 77

Performance results and analysis ............................................................................................... 78

Test 2 – Host failure within a site .................................................................................................... 79

Objectives .................................................................................................................................... 79

Configuration ............................................................................................................................... 79

Performance results and analysis ............................................................................................... 79

Test 3 – Site failure simulation ........................................................................................................ 81

Objectives .................................................................................................................................... 81

Configuration ............................................................................................................................... 81

Performance results and analysis ............................................................................................... 81

In-site database switchover with EMC Replication Enabler for Exchange 2010 ............................ 83

Datacenter switchover validation .................................................................................................... 83

Datacenter switchover process ................................................................................................... 83

Step 1. Activating Mailbox servers .............................................................................................. 84

Step 2. Activating Client Access servers .................................................................................... 85

Validating primary datacenter service restoration (failback) ........................................................... 85

Overview ..................................................................................................................................... 85

Restoring storage ........................................................................................................................ 85

Mailbox server role failback ......................................................................................................... 86

Chapter 9: Conclusion ............................................................................................ 87

Appendixes ............................................................................................................... 88

Appendix A: References ................................................................................................................. 88

White papers ............................................................................................................................... 88

Product documentation ............................................................................................................... 88

Other documentation ................................................................................................................... 89

Appendix B: REE Powershell Cmdlets Reference .......................................................................... 90

Overview ..................................................................................................................................... 90

Parameters to REE Cmdlets ....................................................................................................... 90

List of REE cmdlets ..................................................................................................................... 91

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List of Figures

Figure 1. Volume Shadow Copy Service components ........................................................................... 19 Figure 2. Brocade ServerIron ADX load balancer with the Exchange Server 2010 ............................... 26 Figure 3. Exchange 2010 DAG with EMC Replication Enabler .............................................................. 35 Figure 4. Shared storage with Exchange 2010 DAG in third-party replication mode shown in

Windows Failover Cluster Manager ........................................................................................ 35 Figure 5. Exchange 2010 DAG members with third-party replication mode shown in Windows

Failover Cluster Manager ........................................................................................................ 36 Figure 6. Database activation preference order settings in the Exchange Management console ......... 37 Figure 7. Two DAGs deployment model (physical) ................................................................................ 38 Figure 8. Two DAGs deployment model (virtualization) ......................................................................... 39 Figure 9. Exchange 2010 HA and site resiliency with Hyper-V and REE ............................................... 40 Figure 10. Fully virtualized Exchange 2010 environment ......................................................................... 41 Figure 11. Virtualized datacenter environment with Exchange 2010 reference architecture ................... 42 Figure 12. Database configuration with DAG in third-party replication mode ........................................... 55 Figure 13. The solution’s network zoning layout ...................................................................................... 58 Figure 14. Jetstress test results for Exchange 2010 on a CLARiiON CX4-480 ....................................... 73

List of Tables

Table 1. REE benefits compared to native DAG features ..................................................................... 17 Table 2. CLARiiON CX4 storage systems features ............................................................................... 20 Table 3. EMC Unified Storage CX4-480 (integrated CLARiiON CX4-480) ........................................... 30 Table 4. Dell PowerEdge System .......................................................................................................... 31 Table 5. LAN and SAN switches ........................................................................................................... 31 Table 6. Software used in this solution .................................................................................................. 32 Table 8. Message mailbox requirements............................................................................................... 43 Table 9. Mailbox CPU requirements ...................................................................................................... 44 Table 10. VM CPU and memory configurations summary ...................................................................... 45 Table 12. Exchange VM requirements .................................................................................................... 48 Table 13. Mailbox size on disk summary................................................................................................. 50 Table 14. Database capacity requirements summary ............................................................................. 51 Table 15. Database LUN size requirements ........................................................................................... 51 Table 16. Log Size requirements ............................................................................................................. 52 Table 17. Log LUN size requirements ..................................................................................................... 52 Table 18. Building block summary ........................................................................................................... 53 Table 19. Storage capacity requirements summary ................................................................................ 53 Table 20. Disk Requirements summary .................................................................................................. 53 Table 21. Exchange server configurations for this solution ..................................................................... 54 Table 22. Jetstress test results summary ................................................................................................ 74

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Table 23. Initial MirrorView/S synchronization performance summary ................................................... 75 Table 24. Primary counters and validation criteria .................................................................................. 77 Table 25. Loadgen Validation - Test scenarios ....................................................................................... 77 Table 26. Validation of expected load for Test 1 ..................................................................................... 78 Table 27. Performance results for Loadgen in Test 1 ............................................................................. 78 Table 28. Validation of expected load for Test 2 ..................................................................................... 79 Table 29. Performance results for Loadgen Test 2 ................................................................................. 80 Table 30. Validation of the expected load for Test 3 ............................................................................... 81 Table 31. Performance results for Loadgen Test 3 ................................................................................. 82 Table 32. Common REE cmdlet parameters ........................................................................................... 90 Table 33. REE cmdlets ............................................................................................................................ 91

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Chapter 1: Introduction

Zero Data Loss Disaster Recovery for Microsoft Exchange 2010

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Chapter 1: Introduction

Overview

This chapter introduces this white paper and its contents. It includes the following

topics.

Topic See Page

Exchange 2010 Tested Solutions 10

Executive summary 11

Solution overview 12

Exchange 2010 Tested Solutions

Partnership This paper provides a solution designed by EMC in partnership with Microsoft,

Brocade, and Dell as part of the Exchange 2010 Tested Solutions venture.

Exchange 2010 Tested Solutions is a joint venture between Microsoft and participating server, storage, and network infrastructure partners to examine common customer scenarios and key design decision points facing customers who are planning to deploy Exchange 2010. Through a series of solution white papers, this initiative provides examples of well-designed, cost-effective Exchange 2010 solutions deployed on the latest and greatest available hardware configurations offered by server and storage partners.

Virtualized Exchange 2010 solutions

As part of a this new venture, EMC in partnership with Microsoft, Brocade, and Dell have designed, built, and validated Exchange 2010 solutions that can help customers make decisions about deploying virtualized Exchange 2010 in their environment. The solution described in this white paper demonstrates how deploying Exchange in a virtualized environment can help customers realize the long-term benefits of their server and storage infrastructure investment.

Supported virtualization platforms

Leveraging a Hyper-V virtualization platform with high performance servers and shared Brocade Ethernet and SAN resources provides greater user resource consolidation with more flexible disaster recovery (DR) choices. Today, Microsoft fully supports Exchange on both the Hyper-V platform and VMware technology, as well as on all virtualization products that comply with the Microsoft Server Virtualization Validation Program (SVVP). Today, for Exchange Server 2010, Microsoft supports all server roles in virtualized environments, except for the Unified Messaging role.

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For more details about the:

SVVP program, visit Microsoft at http://www.windowsservercatalog.com/svvp.aspx

Exchange 2010 requirements in virtualization deployments, visit http://technet.microsoft.com/en-us/library/aa996719.aspx

Executive summary

Overview Exchange Server 2010 introduces a concept called database availability group

(DAG) to provide high availability (HA) for Exchange Mailbox databases. A DAG is a set of mailbox servers that replicate to one another, providing database-level protection from unplanned outages.

Native DAG uses host-based network replication and a subset of Windows failover clustering technologies to provide HA and site resiliency. In Exchange 2010, DAGs replaced earlier Exchange and Windows failover clustering based technologies used for HA and site resiliency, such as single copy clusters (SCC), continuous cluster replication (CCR), and standby continuous replication (SCR).

These new continuous protection options require more copies of the Exchange database compared to storage-based solutions and can be challenging to set up and replicate. The removal of single copy clusters impacts native HA and DR solutions previously available with Microsoft Exchange Server.

In order to help address storage-based HA and DR technologies, Microsoft Exchange Server 2010 includes an application programming interface (API) to integrate third-party replication solutions into the DAG framework. When enabled, third-party replication support disables the native network-based log shipping mechanism used by DAGs. We can then use storage-based replication technologies to protect the Exchange database copies specified within the Exchange 2010 environment. EMC’s implementation of the third-party replication API framework also allows local shared clustering functionality, which simplifies local failover/failback actions and reduces the amount of storage needed for server HA.

As an alternative to a native Exchange 2010 network based DAG replication, EMC developed a free software utility called EMC

® Replication Enabler for Microsoft

Exchange Servers 2010 (REE). This tool uses block-level synchronous storage-based replication over existing Fibre Channel (FC) storage area networks (SANs) that is already part of network infrastructure in most customer datacenters. Because it is synchronous, it is lossless as the writes are committed at the target as they replicate.

REE integrates with the DAG third-party replication API to enable both shared local storage as well as synchronously replicated storage with MirrorView™ and RecoverPoint as database ―copies‖ within a DAG. The ability to use shared local storage as well as synchronously replicated remote copies helps to enable HA and site resiliency functionality similar to SCC and geographically dispersed cluster capabilities available with previous versions of Exchange. Using the array-based replication solution eases the strain on the network bandwidth while preserving the scalability, reliability, and performance benefits of the storage array.

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Chapter 1: Introduction

Zero Data Loss Disaster Recovery for Microsoft Exchange 2010

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Solution overview

Purpose The purpose of this white paper is to provide customers with information about how

to design, build, deploy, test, and validate a virtualized metropolitan Exchange 2010 synchronous solution on Microsoft’s Hyper-V platform leveraging SAN-based synchronous replication with EMC unified storage to achieve a zero data loss and the lowest possible recovery point objective (RPO). The document includes details about the solution’s design and provides performance results recorded during the validation phase.

This white paper also describes how to simplify Exchange virtual deployments by leveraging the building-block approach, which helps to deploy virtualized Exchange solutions more easily and effectively.

This document’s objectives are to:

Provide guidance and best practice methodologies for designing virtualized multisite Exchange 2010 solutions.

Explain how to design an EMC Unified Storage array to support synchronous replication with EMC Replication Enabler for Exchange 2010 (REE).

Describe how to design and configure Exchange 2010 DAGs across multiple sites using REE.

Demonstrate how highly reliable Brocade LAN and SAN infrastructures support metropolitan Exchange 2010 deployments.

Document how to use Replication Manager to back up Exchange databases and logs.

Provide guidance and best practice methodologies for deploying Brocade Load Balancers in an Exchange 2010 solution.

Validate the solution using Microsoft tools such as Jetstress and Loadgen.

List the steps and procedures for performing a switchover and failover using REE.

Scope The scope of this solution is to design an Exchange 2010 DR solution by leveraging

Exchange 2010 DAG in a third-party synchronous replication mode with EMC Replication Enabler for Exchange 2010.

The scope also covers the solution design and validation process. Some of the design steps outlined during each design and validation phase are high level in nature. You should read this information in conjunction with the Exchange 2010 documentation referenced at the Microsoft TechNet website (http://technet.microsoft.com/en-us/default.aspx).

It is important to note that actual customer configurations will be different and you should use the information contained in this white paper only as a reference to build similar solutions.

Before implementing a solution in a production environment, consider the size and

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complexity of that environment. EMC recommends that you consult with the EMC Consulting services or EMC Microsoft Solutions consultants (MSCs) for onsite assistance with planning, installation, and integration requirements.

The information contained in this document is not intended to replace existing, detailed product implementation guides for deploying Exchange 2010, SAN, and storage infrastructures.

Audience This white paper is intended for Information Technology professionals who are

involved in the evaluation, architecture, deployment, and daily management of data center computer systems, storage systems, and Microsoft Exchange infrastructure.

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Chapter 2: Technology and Key Components

Overview

Topics This chapter identifies and briefly describes the technologies and components used in this solution and contain the following topics.

Topic See Page

Microsoft Exchange Server 2010 15

EMC Replication Enabler for Exchange Server 2010 16

EMC Replication Manager 18

Windows 2008 R2 Hyper-V 15

EMC Unified Storage 20

EMC MirrorView 22

EMC SnapView 23

Brocade network load balancing 24

Brocade SAN and LAN/WAN network infrastructure 27

Dell PowerEdge R910 Servers 29

Hardware used in this solution 30

Software used in this solution 32

Components This solution integrates the latest software and hardware technologies from

Microsoft, Brocade, Dell, and EMC. The components for this solutions include:

Microsoft Exchange Server 2010

Microsoft Hyper-V for virtualization and consolidation of the Exchange environment

EMC Unified Storage

EMC Replication Enabler for Exchange 2010 for synchronous storage base replication

EMC Replication Manager for Exchange backups

Brocade load-balancing application delivery controllers

Brocade SAN and LAN/WAN infrastructure for high-speed performance

Dell PowerEdge servers for high performance and Exchange environment consolidation

This chapter describes each of these components in more details.

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Microsoft Exchange Server 2010

Microsoft Exchange Server 2010 is an enterprise e-mail and communication system

that allows businesses and customers to collaborate and share information.

With the new version of Exchange 2010, Microsoft presents a new, unified approach to high availability (HA) and disaster recovery (DR) by introducing features such as DAGs, and online mailbox moves. Customers can now implement Mailbox servers in mailbox resiliency configurations with database-level replication and failover.

A DAG is the base component of the HA and site resiliency framework that is built into Exchange 2010. A DAG is a group of up to 16 Mailbox servers that host a set of databases and provide automatic database-level recovery from failures that affect individual servers or databases. Exchange 2010 replaces on-site data replication (CCR) and off-site data replication (SCR) that were introduced in Exchange 2007 and now combines and integrates them into a single framework that is called the DAG. Once administrators add servers to a DAG, they can add replicated database copies incrementally. Exchange 2010 switches between these copies automatically as needed to maintain availability.

Major improvements with the application database structure and I/O reduction include support for a larger variety of disk and RAID configurations.

Windows 2008 R2 Hyper-V

Hyper-V is Microsoft’s hypervisor-based virtualization technology that is integrated

into all Windows Server 2008 x64 operating systems. As a virtualization solution, Hyper–V enables users to take maximum advantage of the server hardware by providing the capability to run multiple operating systems (on virtual machines (VMs)) on a single physical server.

Microsoft Hyper-V is virtualization software that allows you to consolidate your servers by running (as virtual machines) several instances of similar and dissimilar operating systems on one physical machine. This cost-effective, highly scalable, VM platform offers advanced resource management capabilities. Hyper-V minimizes TCO for your environment by:

Increasing resource utilization

Decreasing the number of servers and all associated costs

Maximizing server manageability

For more details see the following websites:

Microsoft Hyper-V visit Microsoft technical library at http://www.microsoft.com/windowsserver2008/en/us/hyperv.aspx.

Microsoft’s Exchange 2010 Systems requirements for hardware virtualization visit Microsoft at http://technet.microsoft.com/en-us/library/aa996719.aspx.

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EMC Replication Enabler for Exchange Server 2010

Overview The EMC Replication Enabler for Microsoft Exchange Server 2010 (REE) is a free

software plug-in that provides HA and DR for Microsoft Exchange databases. The enabler leverages the Microsoft-provided API for synchronous replication of Exchange databases. The enabler, which integrates directly into Exchange 2010 DAG, will detect any failover notifications from the Exchange Server, and will automatically handle the failover of the databases between Mailbox servers. EMC’s Replication Enabler for Microsoft Exchange Server 2010 integrates EMC RecoverPoint and RecoverPoint/SE synchronous remote replication and EMC MirrorView/Synchronous (MirrorView/S) replication with the Exchange Server 2010 DAG architecture.

REE components

The three Replication Enabler plug-in components include:

Synchronous replication framework

MirrorView/Synchronous plug-in

RecoverPoint plug-in

The enabler installs all three components, and invokes the appropriate replication software plug-in, depending on which replication software you have installed, MirrorView/Synchronous or RecoverPoint.

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REE benefits REE benefits customers by:

Allowing them to leverage their existing SAN and storage and infrastructure.

Helping them to replace Microsoft’s native application-based DAG replication with RecoverPoint synchronous remote replication or CLARiiON

® array-based

MirrorView/S remote replication. This benefit provides a data center-wide data replication solution for all business-critical systems and not just for individual applications such as Exchange.

Keeping replication traffic off of the IP network.

Helping the network administrator to reseed corrupted or lost databases.

Simplifying configurations and storage requirements (one database copy per site).

Allowing the administrators to takes advantage of local array replication for fast backup and restore.

Table 1 summarizes the benefits of REE in comparison with Exchange 2010 native DAG features.

Table 1. REE benefits compared to native DAG features

Comparison Points Native Database Availability Group (DAG)

Replication Enabler for Exchange 2010 (REE)

Managed from within Exchange DAG functionality

Yes Yes

Leverages host-based replication Yes No

Allows local shared clustering No Yes

Integrates with off host replication No Yes

Can perform synchronous replication No Yes

Low impact storage-based compression No Yes

Ability to share replication across apps No Yes

Integrates with hardware-based snapshot/clone products

No Yes

For more details about EMC Replication Enabler for Exchange 2010, visit www.emc.com.

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EMC Replication Manager

Overview EMC Replication Manager automates and simplifies the management of disk-based

replicas. It orchestrates critical business applications, middleware, and underlying EMC replication technologies to create and manage replicas at the application level to achieve operational recovery, backup, restore, development, simulation, and repurposing.

EMC Replication Manager also helps customers safeguard their business-critical applications such as Microsoft Exchange Server 2010, using either point-in-time disk-based replicas or continuous data protection sets that you can restore to any significant point in time that falls within the protection window.

At the same time, Replication Manager is deeply integrated with the Microsoft Exchange Server 2010 application. Replicas (snaps or clones) are created by coordinating with Microsoft Volume Shadow Copy Service (VSS) to ensure a consistent copy of active Exchange databases with minimal impact to the production Exchange environment.

How Replication Manager works with Exchange 2010

Replication Manager leverages the VSS functionality provided by Microsoft that facilitates the creation of application integrated snapshot backups. Specifically, Replication Manager provides support for Exchange 2010 snapshots using VSS.

Replication Manager supports Exchange 2010 in standalone or DAG environments, including support for a third-party DAG mode with EMC Replication Enabler. The VSS provides the framework for creating point-in-time transportable snapshots of Exchange 2010 data. The three VSS components include the:

Requestor—The VSS requestor is typically a backup application. It requests the shadow copy set. Replication Manager is a VSS requestor.

Writer—The VSS writer is the application-specific logic needed in the snapshot creation and restore/recovery process. Exchange 2010 provides the VSS writer.

Provider—The VSS provider is third-party hardware control software that

actually creates the shadow copy.

The VSS coordinates these components’ functions shown in Figure 1.

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Figure 1. Volume Shadow Copy Service components

Replication Manager leverages Microsoft VSS to provide point-in-time recovery and roll-forward recovery using Copy and Full backup mode for Exchange 2010. Both modes back up the databases and transaction logs, but only Full mode truncates the logs after a successful backup. Since these snapshots are transportable, you can also use them for repurposing. For example, if your server attaches to a SAN, you can mask the shadow copy from the production server and unmask to another server that can reuse it for backup or mailbox-level recovery.

On the EMC Unified Storage arrays, Replication Manager can take advantage of both clone and snapshot functionality. When you create a replica using clone functionality, you make an exact copy of the data onto a separate logical unit (LUN) or disk. When you create a snap, the data is stored as a copy on first write to disk-based cache memory. Snaps only store the information from changed tracks, so they use a minimum of save device space on the storage array. You can use snapshot replicas effectively for short-term data storage and working copies of the data.

Using RM with VSS technology

Using Replication Manager integrated with VSS technology in the backup and DR design:

Improves the recovery time objective (RTO) for Exchange database recovery. Recovery from a VSS integrated replica using Replication Manager is faster than a restore from tape or even a restore from a disk-based backup.

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Improves recovery point objectives (RPO) for Exchange database recovery. You can make multiple VSS integrated replicas using Replication Manager during a 24-hour period. For example, creating a replica every four hours minimizes data loss to only four hours (time between replicas) if a full database and log volume restore is required. A partial restore of just the database volume, allows the Exchange transaction logs to replay and bring the database up to the current point in time.

Helps meet backup to tape windows. You can mount VSS integrated replicas directly to a backup server using Replication Manager. This eases the complexity of meeting backup windows for large Exchange databases across the LAN or SAN.

EMC Unified Storage

EMC CLARiiON family overview

The EMC CLARiiON family of networked storage systems brings high performance to the mid-tier market with a wide range of storage solutions—all based on the powerful, proven, eight generations of CLARiiON architecture. CLARiiON provides multiple tiers of storage (EFDs, FC, and SATA) in a single storage system. This system significantly reduces acquisition costs and management costs by allowing users to manage multiple storage tiers with a single management interface.

The CX4 series CLARiiON systems with UltraFlex™ technology deliver storage systems that you can easily customize by populating your I/O slots with either FC or iSCSI I/O modules. Products with multiple back ends such as the CX4-240, CX4-480, and CX4-960 can support disks operating at both two Gb/s and four Gb/s simultaneously.

CLARiiON storage systems address a wide range of storage requirements by providing flexible levels of capacity, functionality, and performance. The CX4-120 supports up to 120 drives and connectivity for up to 128 HA hosts. The CX4-240 storage system expands the family, supporting up to 256 HA hosts and up to 240 drives. The CX4-480 further expands the CX4 family by supporting 256 HA hosts and 480 drives. The high-end CX4-960 adds even more capability, supporting up to 512 HA hosts and up to 960 drives. Table 2 summarizes the basic features for the CLARiiON CX4 storage system.

Table 2. CLARiiON CX4 storage systems features

Feature CX4-120 CX4-240 CX4-480 CX4-960

Maximum disks 120 240 480 960

Storage processors (SP) 2 2 2 2

Physical memory per SP 3 GB 4 GB 8 GB 16 GB

Max write cache 600 MB 1.264 GB 4.5 GB 10.764 GB

Max initiators per system 256 512 512 1024

High-availability hosts 128 256 256 512

Minimum form factor size 6U 6U 6U 9U

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Feature CX4-120 CX4-240 CX4-480 CX4-960

Maximum standard LUNs 1024 1024 4096 4096

SnapView™ snapshots and

clones Yes Yes Yes Yes

SAN Copy™ Yes Yes Yes Yes

MirrorView/S and MirrorView/A Yes Yes Yes Yes

RecoverPoint Yes Yes Yes Yes

Why use CLARiiON with Microsoft Hyper-V?

CLARiiON and Hyper-V work well together. Some of the reasons CLARiiON is an ideal fit for Hyper-V in the midrange storage market include:

CLARiiON storage systems provide several flexible levels of models with FC and iSCSI interfaces. This allows the user to make the optimal choice of a storage system based on capacity, performance, and cost.

CLARiiON storage systems can scale quickly to manage anticipated data growth, especially as the storage needed for VMs increases on Microsoft Hyper-V Server.

CLARiiON Virtual Provisioning™ (thin provisioning) improves storage capacity utilization and simplifies storage management by presenting a VM with sufficient capacity for an extended period of time. With CLARiiON Virtual Provisioning, customers can provision less storage. Rather than buying additional capacity up front, customers can reduce or defer initial capacity requirements. Furthermore, customers can save on acquisition and energy costs by running their systems at higher utilization rates and adding capacity as needed without disrupting applications.

CLARiiON storage can be shared across multiple Microsoft Hyper-V Servers, allowing storage consolidation to provide efficient use of storage resources. This storage consolidation is valuable for clustering and quick migration.

VM applications and data on CLARiiON storage systems enhance performance and therefore maximize functionality, reliability, and efficiency of Microsoft Hyper-V Server as opposed to internal server storage.

The Unisphere™ Manager suite provides web-based centralized control of global disk space, availability, security, quality of service, and replication for VMs provisioned by the CLARiiON storage system.

The redundant architecture of the CLARiiON storage system provides no single point of failure, thereby reducing application downtime and minimizing business impact for storage upgrades.

The CLARiiON storage system’s modular architecture allows a mixture of EFDs, FC, and SATA drives.

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EMC MirrorView

Overview EMC MirrorView provides highly available data storage across campus, across the

state, or across the globe. By maintaining synchronous or asynchronous data mirroring between Dell/EMC CX™ arrays, MirrorView helps ensure data availability for important business functions. MirrorView is an array-based application, minimizing the impact to your server while maximizing data uptime. MirrorView also integrates with EMC SnapView point-in-time snapshot software. Together, MirrorView and SnapView provide a unique solution for online data availability and disaster recovery.

You configure and manage MirrorView from within EMC’s Unisphere management software. In a MirrorView/Synchronous (MirrorView/S) configuration, a server writes to the source array, which records the data and synchronously writes the same data to the target EMC array. The array sends back an acknowledgement to the server once it writes the data to both the source and target arrays, ensuring a complete transaction record on both arrays.

Flexible choices for deploying MirrorView

MirrorView enables long-distance remote mirroring through the same FC switch that you use for your hosts. Depending on the distance between your two sites, you can use several options for FC-based mirroring for distances up to 60 km: Short Wave GBICs, Long Wave GBICs, Optical Link Extenders, or Dense Wave Division Multiplexers (DWDM). DWDM extends MirrorView over FC synchronous or asynchronous disaster restart capabilities up to 200 km (320 miles). DWDM enables you to multiplex MirrorView sessions with other EMC arrays over a single redundant FC path. In addition to the high throughput and low delays enabled by FC, this configuration can reduce connectivity costs.

CLARiiON MirrorView/S configuration with REE

By creating a synchronous mirror between EMC arrays, MirrorView/S maintains an exact byte-for-byte copy of your production data in a second location. You can use the mirrored copy for failover, for online restore from backup, and for running backups against a SnapView snapshot of the remote mirror. MirrorView/S helps minimize exposure to internal issues and external disaster situations, and is designed to provide fast recovery time if a disaster does strike.

MirrorView/S protects data throughout the entire mirroring process. Fracture logs track changes and provide a source for restoring modifications to source data if the source array loses contact with the target array during a failure. When the target array becomes available, MirrorView/S captures the pending writes in the fracture log and writes them to the target array, restoring its consistent state.

MirrorView/S also maintains a write-intent log in the unlikely event of a source array issue. Upon repair of the source array, MirrorView/S accesses the write intent log to make any changes that were in process between the two arrays during the failure, to the source data. Next, a partial re-sync with the target array takes place to obtain a consistent state between the source and target arrays.

MirrorView/S offers a feature called Consistency Groups, which helps ensure

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consistent remote copies of data from one or more applications for disaster recovery purposes. Inter-related LUNs remain in sync and are recoverable in the event of an outage at the primary site. All LUNs in the Consistency Group must reside in the same array.

EMC SnapView

SnapView is a storage system-based software application that allows you to create a

copy of a LUN by using either clones or snapshots. A clone is an actual copy of a LUN and takes time to create, depending on the size of the source LUN. A snapshot is a virtual point-in-time copy of a LUN and takes only seconds to create.

SnapView has the following important benefits:

It allows full access to a point-in-time copy of your production data with modest impact on performance and without modifying the actual production data.

For decision support or revision testing, it provides a coherent, readable and writable copy of real production data.

For backup, it practically eliminates the time that production data spends offline or in hot backup mode, and it offloads the backup overhead from the production server to another server.

It provides a consistent replica across a set of LUNs. You can do this by performing a consistent fracture, which is a fracture of more than one clone at the same time, or a fracture that you create when starting a session in consistent mode.

It provides instantaneous data recovery if the source LUN becomes corrupt. You can perform a recovery operation on a clone by initiating a reverse synchronization and on a snapshot session by initiating a rollback operation.

Depending on your application needs, you can create clones, snapshots, or snapshots of clones.

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Brocade network load balancing

Overview This section describes the network load balancers used in this solution

The Brocade ServerIron ADX

Brocade ServerIron ADX with Microsoft Exchange Server 2010

Brocade Serverlron ADX

With the introduction of Exchange Server 2010, hardware network load balancing is becoming more of a requirement, not a ―nice to have.‖

In this solution, we deployed the Brocade ServerIron ADX 1000 Application Delivery Controller/Load Balancer. This solution uses the Brocade ServerIron ADX to ensure affinity and to load balance the traffic going to the server farm. The Brocade

®

ServerIron®

ADX Series provides application load balancing/availability, affinity, performance, and security capabilities. The Brocade ServerIron ADX uses SSL proxy to decrypt incoming traffic, apply CSW rules, and re-encrypt traffic back to the server farm.

For more information on the need and requirements for Network Load balancing, refer to the following article on Microsoft TechNet:

http://technet.microsoft.com/en-us/library/ff625247.aspx

Application availability

The application availability features of the Brocade ServerIron ADX include:

Server and application health checks: Continuously monitors the health of the application availability.

Server load balancing: Efficiently routes the end user and Web services

request to the best available server dependent on the load-balancing scheme.

Application affinity options

The application availability features of the Brocade ServerIron ADX include:

SSL Proxy: Secure Socket Layer (SSL) Proxy is the most secure configuration

option, allowing for end‐to‐end SSL encryption. SSL Proxy allows the Brocade ServerIron ADX to decrypt HTTPS traffic, run complex HTTP Content Switching Rules (CSW rules), re-encrypt the traffic, and forward it to the appropriate server. The CSW feature makes sure that existing user sessions are forwarded to the same server to which the session was initially connected. Affinity is handled by the CSW rules, which look at the cookie and determine whether it is a new cookie from a new session or an existing cookie generated by the Brocade ServerIron ADX. The new cookie is stripped from the packet and replaced with a load-balancer cookie to which a server ID is attached. The server ID ensures that all traffic from that session forwards to the same server.

Source IP Port Persistence: Source IP Port Persistence provides a persistent hashing mechanism for virtual server ports, which evenly distributes hash

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assignments and enables a client to always be redirected to the same real server. Source IP Port Persistence, which functions at Layer 4, can be applied to non-HTTP traffic for which cookies are not part of the protocol specification and other HTTP traffic as long as no other persistence mechanism is applied on the same port.

Application performance

The application performance features include:

Server load balancing: The Brocade ServerIron ADX balances the traffic load between the real servers based on a predictor used for optimal resource utilization, maximum throughput, and minimum response time.

Server health monitoring: The Brocade ServerIron ADX performs health checks on the real servers to ensure that traffic does not forward to a real server that has failed or is non-responsive.

Application security

The application security features include:

End user access control: Provides Access Control Lists (ACLs) to protect the client-to-server traffic from worms and intruders that attack vulnerable open server ports not being used by the application.

SYN attack protection: Provides protection to back-end servers from SYN attacks. SYN attacks can exhaust back-end server resources by opening a vast number of partial TCP connections.

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Brocade ServerIron ADX with Microsoft Exchange Server 2010

Figure 2 shows the solution architecture used for the Brocade ServerIron ADX with Microsoft Exchange Server 2010.

Figure 2. Brocade ServerIron ADX load balancer with the Exchange Server 2010

Brocade ServerIron ADX

One of the unique features of the Brocade ADX 1000 is the ability to scale the capacity of the device as your infrastructure grows. The Brocade ADX 1000 Series includes four models of varying processor and port capacity, all based on the full platform hardware and operating software, including:

ADX 1008-1–1 application core and 8 x 1 GbE ports

ADX 1016-2–2 application cores and 16 x 1 GbE ports

ADX 1016-4–4 application cores and 16 x 1 GbE ports

ADX 1216-4–4 application cores, 16 x 1 GbE ports, and 2 x 10 GbE ports

Depending on the model selected, a specific number of application cores, interface ports, hardware acceleration, and software capabilities are enabled. You can quickly unlock the remaining untapped capacity by applying simple license upgrade key codes

Administrators benefit from the flexibility of selecting the features and performance

B r ocade Se r v erI r on ADX

Outlook clients

CAS 1

Brocade

L2 switch

Brocade

L2 switch A cti v e

Direc t o r y

CAS 2

CAS 3

MBX 1

MBX 2

MBX 3

MBX4

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they need to meet current demand, and investing in performance upgrades as requirements increase in the future. This allows their infrastructure to grow with their business needs.

Features

The Brocade ServerIron ADX provides the following features:

Growth of client access to applications makes precise capacity planning more difficult.

The Brocade ServerIron ADX 1000 Series can be upgraded from entry level to high end with simple license activation.

Options include performance upgrade by processor unlocking, interface port unlocking, SSL hardware acceleration, and premium software features.

The Brocade ServerIron ADX 1000 is the only 1U application delivery controller with 10 Gigabit Ethernet (GbE) capability, leading the industry with 9 Gigabits per second (Gbps) of Layer 4–7 throughput, which is more than twice that of any competitor in its class.

Hardware acceleration boosts SSL traffic flows up to 28,672 SSL transactions per second.

For more information on this and other ADC platforms from Brocade, visit http://www.brocade.com/products-solutions/products/application-delivery/serveriron-adx-series/index.page.

Brocade SAN and LAN/WAN network infrastructure

Overview This section describes the following Brocade products:

Brocade 300 SAN switch

Brocade 825 Dual Port 8G FC HBA

Brocade FastIron GS Ethernet Switch

Brocade NetIron Routers

Brocade 300 SAN switch

The Brocade 300 SAN switch provides storage connectivity in this solution. The Brocade 300 is an 8 Gb/s FC switch that provides an affordable entry-level solution for small SANs or for the edge of larger SANs.

The Brocade 300 features a non-blocking architecture with as many as 24 ports concurrently active at 8 Gb/s (full duplex) with no over-subscription—providing an overall bandwidth of 192 Gb/s. It combines auto-sensing 1, 2, 4, and 8 Gbps FC throughputs with features that greatly enhance fabric operation. In addition, enhanced Brocade ISL Trunking enables a single logical high-speed trunk capable of up to 64 Gbps of throughput.

The Brocade 300 is easy to deploy, manage, and integrate into both new and existing IT environments. With capabilities such as Ports On Demand scalability from

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8 to 16 or 24 ports, the Brocade 300 enables organizations to grow their storage networks when necessary, in a non-disruptive manner. In addition, organizations can initially deploy 4 Gb/s SFPs and upgrade to 8 Gbps SFP+ when desired.

For more information about:

Brocade HBAs: http://www.brocade.com/products-solutions/products/server-connectivity/product-details/index.page

Brocade HBAs offered by EMC: http://www.emc.com/products/emc-select/host-bus-adapters-converged-network-adapters-switches.htm

Brocade 825 Dual Port 8G FC HBA

In this solution, the Brocade 825 Dual Port 8G HBA provides redundant server connectivity to the SAN. The Brocade

® 815 and 825 8 Gb/s FC HBAs are a new

class of server connectivity products with unmatched hardware capabilities and unique software features. This new class of HBA is designed to help IT organizations deploy and manage end-to-end SAN services across next-generation data centers.

While legacy HBA providers focus on simple connectivity, the Brocade 8 Gbps HBAs leverage five generations of Application-Specific Integrated Circuit (ASIC) design. The current ASIC is an evolution of the industry-leading Brocade FC switching ASIC. It leverages the same technology and features that make Brocade the market leader in storage networking, including frame-based trunking for additional performance and availability, and Virtual Channels for Quality of Service (QoS) and isolation. This enables organizations to extend essential Brocade Advanced Fabric Services into the server. The Brocade 825 Dual Port 8G FC HBA offers the following advanced options:

Centralizes management across the data center by leveraging Brocade Data Center Fabric Manager (DCFM)

Provides fabric-based boot LUN discovery for simplified SAN boot configuration for diskless server deployments

Maximizes bus throughput with a FC to PCIe Gen2 (x8) bus interface with intelligent lane negotiation

Delivers unprecedented performance with I/O transfer rates of up to 500,000 IOPS per port and 1,000,000 IOPS per dual-port adapter

Provides throughput of up to 1,600 MB/s per port full duplex (800 MB/s per port on 4 Gb/s models)

Supports NPIV with up to 255 virtual ports

Extends advanced fabric services such as QoS to the application level

For more information on Brocade Server Connectivity options please refer to:

http://www.brocade.com/products-solutions/products/server-connectivity/product-details/index.page

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Brocade network infrastructure

Brocade FastIron Ethernet switch

The Brocade FastIron access switch series provides enterprise organizations with high performance, flexible and feature-rich solutions for building a secure and converged 10/100/1Gig and 10 G networks. Upgradeable with 10-Gigabit Ethernet, PoE, and stacking technology, the FastIron Ethernet switch Series gives enterprises the cost and operational benefits of a ―pay-as-you-grow‖ architecture.

Brocade NetIron routers

The Brocade NetIron MLX Series of advanced switching routers provides industry-leading 10 GbE and 1 GbE port density, wire-speed performance, and a rich set of IPv4, IPv6, MPLS, VPLS, and Multi-VRF capabilities as well as advanced Layer 2 switching capabilities. These switching routers address the diverse needs of environments such as data centers, large enterprises, government networks, education networks, High-Performance Computing (HPC) networks, and Internet Service Providers (ISPs).

The NetIron MLX Series includes the four-slot NetIron MLX-4, eight-slot NetIron MLX-8, 16-slot NetIron MLX-16, and the 32-slot NetIron MLX-32. The series offers industry-leading port capacity and density with up to 256 10 Gigabit Ethernet (GbE), 1536 1 GbE, 64 OC-192, or 256 OC-48 ports in a single system.

For more information on Brocade network offerings, visit:

http://www.brocade.com/dotcom/products-solutions/products/ethernet-switches-routers/enterprise-mobility/index.page?

Dell PowerEdge R910 Servers

Dell PowerEdge R910 server

The DellTM

PowerEdgeTM

R910 is a high-performance four-socket 4U rack server that features built-in reliability and scalability for mission-critical applications and includes the following:

Built-in reliability features at the CPU, memory, hardware and hypervisor levels

Integrated systems management, Lifecycle Controller and embedded diagnostics to help maximize uptime

Internal Dual SD Module providing superior hypervisor redundancy

Dell focuses on delivering a processor, memory, and I/O combination to allow its customers to get the most out of virtualization. The servers are designed with features that enable customers to accelerate virtualization deployment, to integrate their products easily, and to require very little maintenance. Customers can run more workloads on the Dell PowerEdge R910 server with Intel 7500 processors, embedded hypervisors, and balanced memory architectures.

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Other key Dell technologies enabling robust virtualization

The Dell PowerEdge R910 provides reliability, incorporating features such as Intel®

advanced reliability, availability and serviceability (RAS) capabilities; redundant power supplies; remote IDRAC6 connectivity; and embedded diagnostics. Internal Dual SD Module provides failover at the hypervisor—a reliability feature designed with direct input from Dell customers.

Fail-safe virtualization Dell introduced an embedded hypervisor to speed deployment and operation of virtualization. This extra step provides a dual embedded hypervisors to give customers the added security of a redundant hypervisor right on board. The increase in the number of VMs made possible by the increase in balanced memory provides customers with a feeling of more security.

Embedded system management New Lifecycle Controller 1.3 has drivers for server provisioning ship pre-loaded on Dell’s enterprise servers. Dell Lifecycle Controller technology delivers ―Instant On‖ integrated manageability through a single access point. Rather than requiring customers to install software by using CDs, Dell provides all of the virtualization functionality preloaded on each server. (Most competitors require customers to use optical media (DVD or CD) to install this functionality.)

Hardware used in this solution

Storage Table 3 provides information about the EMC hardware used in this solution.

Table 3. EMC Unified Storage CX4-480 (integrated CLARiiON CX4-480)

Item Description

Storage 2 CLARiiON CX4-480s – 1 per site

Storage connectivity to host (FC or iSCSI) FC

Storage cache 16 GB

Number of storage controllers 2 per storage frame

Number of storage ports available/used 8 (4 per SP) available per storage frame, 4 used (2 per SP)

Maximum bandwidth of storage connectivity to host

8 * 4 Gbps (4 used in this solution)

Total number of disks tested in solution 80 disks per storage array (160 for both sites)

Maximum number of spindles that can be hosted in the storage

480 disks in a single storage array

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Servers Table 4 provides information about the Dell R910 servers used in this solution.

Table 4. Dell PowerEdge System

Item Description

Processors Dell PowerEdge R910 with Quad-Eight-Core Intel Xeon x 7560 @ 2.26 GHz Processors per server - 2 per site

Memory 192 GB RAM (16 x 8GB DIMM) per server

HBA Brocade 825 dual-port 8 Gbps HBAs - 1 per server

Network 4 at 1 Gbps Ethernet ports

LAN and SAN Switches

Table 5 provides information about the LAN and SAN switches used in this solution.

Table 5. LAN and SAN switches

Item Description

Load Balancer Brocade ServerIron ADX 1000 running ASM12100c for Active-Standby and ASR12100c for Active-Active - one per site

Core Ethernet Router Brocade MLX-8 Core Router

(one for each site)

Ethernet switch Brocade FastIron GS Series Layer 2 switch (1 for each site)

Fibre Channel switch Brocade 300 SAN switch (Brocade FOS v6.3) – 1 per site

Host Bus Adapters (HBAs)

Brocade 825 dual-port 8 Gb HBA (Brocade HBA Driver v2.2) -1 per host

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Software used in this solution

Table 6 provides information about software used in this solution.

Table 6. Software used in this solution

Item Description

Hypervisor host servers Windows 2008 R2 Hyper-V Enterprise

Exchange Server VMs Windows 2008 R2 Enterprise

Exchange Server 2010 Mailbox role Enterprise Edition RU3 or later

Exchange Server 2010 Hub Ttransport and Client Access Server role

Standard Edition RU3 or later

DAG in third-party replication mode EMC Replication Enabler for Exchange 2010 v 1.0

Exchange backup software EMC Replication Manager v 5.3

Multipath and I/O balancing EMC PowerPath® 5.3 Sp1

Antivirus software (on Hub Transport servers)

ForeFront Protection 2010 for Exchange Server

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Chapter 3: Solution Design

Overview

This chapter describes the methodology used to design this solution. Customer

requirements and design assumptions were used as the key decision points during the Exchange 2010 environment implementation phase. This section contains the following topics:

Topic See Page

Solution design methodology 33

Key solution requirements 33

Exchange 2010 Design architecture with EMC Synchronous replication by REE

34

Database availability group (DAG) design with REE 36

Identifying Hyper-V host and VM requirements 43

Solution design methodology

Every Exchange implementation requires careful planning and starts with identifying

key requirements. The range of these requirements can vary from customer to customer and will depend on many different variables. To help you with the design approach, we have listed some of the key requirements that are necessary to build this solution.

Key solution requirements

Table 7 summarizes key customer requirements and assumptions based upon which

this Exchange solution was designed, built, and validated.

Table 7. Key solution requirements

Requirement Description

20,000 users across two datacenters

10,000 active Exchange users per site

70-100% user concurrency during normal operation (global call center operation)

100km distance between datacenters

Exchange User Profile 500 MB per mailbox

150 messages sent/received/user/day profile (0.15 IOPS)

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Requirement Description

100% Outlook MAPI clients (cached mode)

Virtualization and consolidation Consolidation and virtualization of all servers and applications in the datacenter

HA requirements Tolerance for an individual server failure

Tolerance for a single site failure without service degradation

In site local RTO and RPO requirements

-5 min RTO

-Zero RPO (no data loss)

Site failure RTO and RPO

-1 hour RTO

-Zero RPO (no data loss)

Storage requirements Existing SAN Infrastructure must be leveraged Customer already leveraging SAN with EMC Unified Storage (CX4-480) and 450 GB 15k rpm drives

Exchange 2010 design architecture with EMC synchronous replication by REE

This section describes how EMC Replication Enabler works with Exchange 2010,

storage, and Microsoft Windows failover clustering.

Native Exchange DAG configuration is build on top of Windows Failover Clusters. You will not see any Exchange 2010 cluster components (cluster storage groups, disk resources) in the failover cluster manager because Exchange 2010 does not operate as a clustered application, and the cluster resource management model is no longer used for high availability. The Exchange cluster resource DLLs and all of the cluster resources it provides no longer exist. Instead, Exchange 2010 uses its own internal high-availability model. Although some components of Windows failover clustering are still used in this model, Exchange 2010 now manage them exclusively.

With Exchange 2010 DAG in third-party replication mode the Windows Failover Clusters are again effectively used to allow shared storage.

Figure 3 shows how REE can manage an Exchange 2010 DAG in third-party replication mode. Figure 4 and Figure 5 show disk resources and DAG node members. You can configure any member of the DAG to have access to disk resources in order to process the switchover or failover operations.

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Figure 3. Exchange 2010 DAG with EMC Replication Enabler

Figure 4. Shared storage with Exchange 2010 DAG in third-party replication mode shown in Windows Failover Cluster Manager

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Figure 5. Exchange 2010 DAG members with third-party replication mode shown in Windows Failover Cluster Manager

Database availability group (DAG) design with REE

Planning your DAG deployment

From a planning perspective, you should try to use the same best practices for DAG deployments in the native configurations as you would use with REE. You should always minimize the number of DAGs deployed. Consider going with more than one DAG if you:

Deploy more than 16 Mailbox servers

Have active mailbox users in multiple sites (active/active site configuration)

Require separate DAG-level administrative boundaries

Have Mailbox servers in separate domains (DAG is domain bound)

In order to address the server HA requirement, two copies of every mailbox database must be available. One copy is active and the other is passive. Both the active and passive copies of each mailbox database must be hosted on separate Mailbox servers. If the Mailbox server that hosts the active database fails, or an active mailbox database becomes inaccessible, the passive mailbox database becomes active on a different server in the same site.

Before going into more details about the DAG design, you need to understand the concept of active and passive copies when deploying a solution in third-party replication mode, specifically with REE.

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Understanding the concept of active and passive copies with REE

When deploying a DAG with EMC Replication Enabler the function of active and passive copies differs from their function with native DAG replication. With REE, there is one primary shared storage (source images) system per Exchange database. This primary storage synchronously replicates to the secondary storage (target images) on the remote site. Source images are shared between multiple Mailbox servers within the same site and the target images are shared between the Mailbox servers at the remote site. These shared images work similar to a single copy cluster within the same site. When a switchover/failover is initiated, a best effort is made to move the database to one of the Mailbox servers present at the local site. An attempt to move the databases to the remote Mailbox servers happens only when REE is unable to move the database to the servers with in the local site. If there are multiple Mailbox servers within the same site, the ―activation preference‖ setting determines which Mailbox server (within the site) is attempted first.

Figure 6 shows an activation preference order example. Based on the activation preference order in this example, database D1-DB1 on MBX1A will be first activated on MBX3A. In case MBX3A is unavailable, REE will try to activate a shared image (―copy‖) on MBX1P.

Figure 6. Database activation preference order settings in the Exchange Management console

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Site resiliency considerations and DAG design with REE

When planning a site resiliency strategy for Exchange mailbox databases, you need to consider several conditions to create an effective DAG design. Exchange 2010 site resiliency requires an additional passive copy of every mailbox databases to be hosted by a Mailbox server at a remote site. When a site failure occurs, the passive mailbox databases at the remote site become active, providing client access to the mailbox content.

The DAG in a third-party replication mode with REE accommodates this site-resiliency requirement by enabling remote images (―copies‖) on the secondary storage at the remote site. This process is very similar to performing a site failover with a native DAG and can be accomplished by using integrated PowerShell cmdlets that are available after the REE installation.

In a solution where active mailbox users exist in more than one physical location (datacenters or sites), it is not recommended to deploy a single DAG. With active mailboxes in more than one site you cannot use the Database Activation Coordination (DAC) mode to prevent unwanted database activations in an alternate site. Deploying two DAGs will prevent this scenario. More details about DAC will be provided later in the paper. Because the customer requirement specifies active mailbox users in both sites (datacenters), we deploy two separate DAGs with each DAG spanning two sites.

Figure 7 shows how this solution distributes two eight-member DAGs with four active and four passive nodes. DAG1 contain four active Mailbox servers in the primary site (Site A) and four passives Mailbox servers in the secondary site (Site B). DAG2 has a similar configuration with four active Mailbox servers in Site B and four passives Mailbox servers in site A.

Figure 7. Two DAGs deployment model (physical)

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Leveraging virtualization for Exchange deployment

An Exchange 2010 Mailbox server role running on a physical server can be a member of only one DAG. However, running the Mailbox server in a VM enables a physical server to host multiple Mailbox server VMs with mailboxes that belong to different DAGs. The Mailbox server in each VM can be a member of a different DAG. By leveraging virtualization, we are able to consolidate the server roles and benefit from the flexibility to design a very effective mailbox resiliency solution that without virtualization would require several more servers in the physical configuration.

Figure 8 Illustrates how this solution benefits from virtualizing the Exchange Mailbox roles by distributing the databases across two Hyper-V hosts in each datacenter. Eight Mailbox servers within the datacenter are virtualized across two physical Hyper-V hosts. Each Hyper-V server hosts four mailbox VMs, where two of these VMs are members of a different DAG. This configuration provides an effective solution to satisfy the customer requirement for HA and site resiliency.

Figure 8. Two DAGs deployment model (virtualization)

Creating an effective HA DAG design with REE

An individual physical server is a single point of failure. Though the servers have many redundant components, if the physical server experiences a catastrophic failure, all VMs that run on that server will also fail. By placing Mailbox servers with active and passive mailbox databases replicated from another server local site and a second Mailbox server with passive mailboxes replicated from a remote site, none of your users will lose Exchange access if an individual server failure occurs.

Figure 9 details the HA configuration for Exchange VMs in this solution. It shows how Exchange mailbox VMs will have access to a source-shared image (copy) to be available if the VM or Hyper-V host fails or requires maintenance. For example, it shows that if Exchange VM MBX1A on Hyper-V Host 1 fails, REE automatically re-enables the source image (copy) access to the Exchange VM MBX3A on Hyper-V Host 2. The same is true if the opposite happens. If the Exchange VM on MBX3A on

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Hyper-V Host 2 fails, the source image (copy) access automatically becomes activated on MBX1A on Hyper-V Host 1.

The same process also occurs for a physical server failure. If the physical Hyper-V (Host 1) fails, both VMs from Hyper-V Host 2 (MBX3A and MBX4A) will take over the service for users from the VMs on Hyper-V Host 1 (MBX1A and MBX2A).

If there is a site failure, the target images (copies) are activated using REE PowerShell cmdlets. Hyper-V hosts and VMs from the secondary site assume control of the services from the VM at the primary site. This design allows us to make optimum use of the physical hardware and provides for mailbox resiliency and HA within each physical site.

Figure 9. Exchange 2010 HA and site resiliency with Hyper-V and REE

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Virtualized Exchange roles

Exchange 2010 requires three Exchange Server roles in order to deliver functional messaging and collaboration services:

Mailbox server role

Client Access server role

Hub Transport server role

So far, this white paper has focused on the Mailbox server role because it is the core Exchange role. We have discussed hosting four VMs running the Mailbox server role on the same Hyper-V host where two of the four Mailbox servers are members of a different DAG. By adding a VM that runs the HUB/CAS roles, we now have a fully functioning Exchange environment. By adding an Active Directory Domain Controller, we have essentially created a virtualized datacenter.

Figure 10 shows a fully virtualized datacenter environment with all Exchange roles distributed among physical Hyper-V hosts.

Figure 10. Fully virtualized Exchange 2010 environment

By adding all SAN, storage, and networking components, we have designed a solution that satisfies all customer requirements. Figure 11 displays the final reference architecture for our virtualized datacenter environment with Exchange 2010.

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Figure 11. Virtualized datacenter environment with Exchange 2010 reference architecture

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Identifying Hyper-V host and VM requirements

Overview To ensure that all Exchange Mailbox server roles are functioning correctly we identify

the CPU and memory resources that each Exchange role requires to run efficiently. We also need to determine the amount of resources that the physical Hyper-V host requires to support the design. This section outlines the process of identifying these requirements for our virtual datacenter infrastructure.

To become more familiar with planning and deploying Microsoft 2010,we recommend that you review the following documents found at Microsoft’s TechNet Library website:

Understanding Processor Configurations and Exchange Performance, Understanding Memory Configurations and Exchange Performance

Important!

Using megacycle capacity to determine the number of mailbox users that an Exchange mailbox server can support is not an exact science. Several factors can contribute to unexpected megacycle results in both test and production environments. You should only use megacycles to approximate the number of mailbox users that an Exchange mailbox server can support. Remember that it is always better to be more conservative rather than overly aggressive during the capacity-planning portion of the design process.

Understanding the Mailbox Database Cache

Identifying Exchange user profile type requirements

To start identifying CPU and memory requirements for this solution we need to know the Exchange user profile type and host server specifications (CPU and memory). Customer requirements direct us to size for a 150-message profile. The 150-message mailbox user action profile has the following characteristics and requirements.

Table 8. Message mailbox requirements

Parameter Value

Messages sent per 8-hour day 30

Messages received per 8-hour day 120

Required megacycles per active mailbox 3

Required megacycles per passive mailbox N/A

Mailbox replication megacycles factor per database copy N/A

Required database cache memory per mailbox (MB) 9

The DAG design specifies four Exchange Mailbox server role VMs and three HUB/CAS VMs per physical Hyper-V host with 32 logical processors. In this design, two Exchange Mailbox server role VMs host active and passive images (copies) at the local site and the other two VM hosts a passive images (copies) from a remote site.

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CPU and memory requirements must support server and site failure contingencies. The hosts and VMs must be sized to handle the following conditions:

A single Exchange mailbox VM failure/maintenance: If a single Exchange mailbox VM fails, make sure that the other VM in the same site is able to service users without degradation and without failover to the other site.

A single Hyper-V host failure/maintenance: If a single server fails, make sure that there is no service degradation or failover to another site. The failed server can be a Mailbox server, a Client Access server, or a Hub Transport server.

A site failure: Accommodating a site failure requires that the surviving site support the entire workload of the failed site.

Identifying CPU requirements for Mailbox server failure contingency

CPU and memory requirement calculations start with the Mailbox server role. Based on the customer requirements, each datacenter within the site will be servicing 70% of the 10,000 users per site during normal operation. In the event of the datacenter failure, the surviving site must support another 10,000 users with 70% mailbox access concurrency. Additionally, we need to provision sufficient megacycles so that Mailbox server CPU utilization does not exceed 80 percent. Table 9 lists the Mailbox server megacycle and memory requirement calculations.

Table 9. Mailbox CPU requirements

Parameter Value

Active megacycles 10,000 mailboxes x 3 megacycles per mailbox = 30,000

Passive megacycles 0 (No passive mailboxes in this solution)

Replication megacycles 0 (No replication megacycles in this solution)

Maximum mailbox access concurrency 0.7 (70%)

Total required megacycles per site during normal operation condition

30,000 x 0.7 = 21,000

Total required megacycles per site to support site failover condition

21,000 x 2 = 42,000

Total environment required Mailbox server megacycles

42,000 / 0.80 = 52,500

Calculate the CPU capacity of the Hyper-V Root server

Based on Microsoft’s guidelines and server vendor specifications, we can now determine the CPU and memory requirements for each VM role. For more details on planning additional Mailbox server CPU capacity see the topic entitled ―Mailbox Server Processor Capacity‖ at http://technet.microsoft.com/en-us/library/ee712771.aspx.

Based on the SPECint_rate2006 results (http://www.spec.org/), a Dell PowerEdge R910 server with Quad-Eight-Core Intel Xeon x 7560 @ 2.26 GHz (2,260 MHz) processors provides 759 megacycles with 23.72 megacycles per core (known in the

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formula as new platform per core value). The baseline value per core value is 18.75.

To determine the total megacycles of the Dell R910 server, use the following formula:

((New platform per core value) × (Hertz per core of baseline platform)) ÷ (Baseline per core value) = Adjusted megacycles per core

23.72 x 3,333 / 18.75 = 4,216 adjusted megacycles per core or 134,926 megacycles per server (4,216 x 32 cores)

Now we need to make an adjustment to account for hypervisor overhead, estimated at about 10 percent for typical deployments. The following formula identifies the total number of megacycles per server core available to the VMs with hypervisor overhead adjustment.

((Adjusted megacycles per core) x (1- Hypervisor overhead)) x (Max CPU utilization Target) = Hypervisor adjusted megacycles per core

(4,216 x (1- 0.1)) x .8 = 3,794 x .8 = 3,035 megacycles per core or 97,120 megacycles per server (3,035 x 32 cores)

The above calculations determined that a single Dell PowerEdge R910 server with 32 cores and 97,120 megacycles will be able to handle the entire mailbox server requirements of 52,500 megacycles. This provide us with an extra megacycles capacity do deploy other VMs on same physical server

Determine the CPU capacity of the VMs

Based on the version of Windows 2008 R2 with Hyper-V used in this solution, we can allocate a maximum of four virtual CPUs per VM. A Mailbox server VM with four vCPUs handling users with a 150 message profile (3 megacycles per user) will require 2,914 megacycles based on calculations performed in the following formula:

((Hypervisor adjusted megacycles per core) x (Number of vCPUs per VM)) / (Megacycles per user profile) = Megacycles per VM

(3035 x 4) / 3 = 4,047 megacycles per Exchange Mailbox VM with four vCPUs

Table 10 provides a summary of the VMs CPU and memory configurations in this solution.

Table 10. VM CPU and memory configurations summary

VM Role vCPUs per VM

Memory per VM

Mailbox (to support 5000 users during switchover/failover at 70% concurrency)

4 32 GB

HUB/CAS (to support 20k for site failover) 4 8 GB

DC 2 4 GB

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Chapter 4: Storage Design

Overview

This chapter contains the following topics:

Topic See Page

Methodology for sizing Exchange storage 46

Exchange storage design using EMC building block methodology 47

Storage design summary 53

Methodology for sizing Exchange storage

Sizing and configuring storage for use with Microsoft Exchange Server 2010 can be

a complicated process, driven by many factors, which vary from organization to organization. Properly configured Exchange storage, combined with a properly sized server and network infrastructure, can guarantee smooth Exchange operations and a positive user experience. This solution uses the building-block approach to simplify sizing and configurations of storage used with Microsoft Exchange Server 2010. This approach helps Exchange storage administrators to deploy large amount of Exchange storage on EMC CLARiiON more easily and efficiently.

Make sure to consult with a server and storage vendor for additional guidelines during the design and deployment phases. You can download these tools from the following locations:

For access to the Exchange 2010 Mailbox Server Role Requirements Calculator from Microsoft, visit the Microsoft Exchange Team Blog at http://msexchangeteam.com/archive/2009/11/09/453117.aspx

For the EMC Exchange 2010 storage calculator visit Powerlink at http://powerlink.emc.com.

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Exchange storage design using EMC building block methodology

What is a building block?

A building block represents the required amount of resources required to support a specific number of Exchange 2010 users on a single VM. You derive the number of required resources from a specific user profile type, mailbox size, and disk requirement. Using the building-block approach removes the guesswork and simplifies the implementation of Exchange VMs.

After designing the initial Exchange Mailbox server VM building block, you can easily reproduce it to support all of the users in your organization that share similar user profile characteristics. By using this approach, Exchange administrators can create their own building blocks based on their company’s Exchange environment requirements. This approach is very helpful when a customer expects future growth, as it makes Exchange environment additions much easier and straightforward. You can apply this methodology when deploying Exchange in either a physical or a virtual environment.

EMC’s best practices involving the building block approach for an Exchange Server design has been very successful for many customer implementations. To create a building-block for a Mailbox server role VM, you need to:

1. Identify user requirements

2. Identify Exchange VM requirements

3. Identify and calculate storage requirements based on both IOPS and capacity

4. Finalize the Exchange VM building block

The following sections detail these four steps.

Step 1. Identify user requirements

Exchange administrators can create building blocks based on their organization’s user requirements. To obtain user profile information for your existing Exchange environment use the Microsoft Exchange Server Profile Analyzer tool.

Table 11 summarizes key customer requirements for this solution. This information is required to perform the Exchange storage design.

Table 11. Exchange Environment Requirements

Parameter Value

Target message profile ( messages sent/received/ user/day)

150 messages (0.15 IOPS)

Target average message size (KB) 75 KB

Outlook mode 100% MAPI

Mailbox size (MB) 500 MB

Total number of mailboxes in the environment 20,000

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Parameter Value

Total number of users per site 10,000

Number of users per Mailbox server during normal operation

2,500

Number of users per Mailbox server during switchover operation

5,000

Number of sites 2

Deleted items retention window (―dumpster‖) (days)

7

Logs protection buffer 3 days

Database read/write ratio 3:2 in mailbox resiliency configurations

Step 2. Identify Exchange VM requirements

Based on the DAG design with REE and the allocation of Exchange Mailbox role VMs per Hyper-V host, each Exchange mailbox VM will host 2,500 users during normal conditions. If the Mailbox server’s maintenance storage LUNs fails, the Mailbox server is redirected to another local or remote target Mailbox server. This means that from the storage perspective, each we need to size the Mailbox server for 2,500 users. However, we need to size CPU and memory based on 5,000 users at 70 percent concurrency (as per customer requirements) in order to handle switchover conditions.

Earlier in the design process, we identified the CPU and memory requirements for the Exchange Mailbox role VMs. Table 12 summarizes these requirements.

Table 12. Exchange VM requirements

VM Role vCPUs per VM Memory

Mailbox (to support 5,000 users during switchover/failover at 70% concurrency)

4 32 GB

Step 3. Identify and calculate storage requirements based on IOPS and capacity

Based on our DAG design for this solution we have eight Exchange Mailbox server role VMs for each site. During normal conditions, only four mailbox VM are active and other four are passive. We size the storage to provide the necessary IOPS and capacity to sustain a site failover, in which case four passive VMs will become active. In this condition all 20,000 users require access to the storage resources at one site.

When using the building-block approach for storage design, EMC recommends that you identify the smallest ―common denominator,‖ which in our case is 2,500 users. This is our storage building block.

As a best practice for calculating Exchange storage, always calculate both IOPS and capacity requirements. These procedures show the basic calculations for a targeted user profile. The customer for which this solution was designed requires that their current infrastructure, which includes an EMC Unified CX4-480 array with 450 GB 15k rpm drives, be incorporated into the design.

Based on the storage design building-block methodology each Exchange mailbox VM with 2,500 users requires one building block. Eight Exchange mailbox VMs per

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site (and per storage array) require eight building-blocks:

One VM with 2,500 users and one building block

Eight VMs per site with 20,000 users and eight building blocks

Calculating the mailbox I/O requirements

It is important to understand the amount of database IOPS consumed by each mailbox user because it is one of the key transactional I/O metrics needed to adequately size your storage. Pure sequential I/O operations are not factored in the IOPS per Mailbox server calculation because storage subsystems can handle sequential I/O much more efficiently than random I/O. These operations include BDM, log transactional I/O, and log replication I/O.

This step describes how to calculate the total IOPS required to support all mailbox users using the building block methodology.

Note: To determine the IOPS for different message profiles, refer to the table provided at the following Microsoft TechNet location Understanding Database and Log Performance Factors:

Total Transactional IOPS =

0.15 * 2500 * 20% = 450 IOPS per Exchange VM

Note:

Twenty percent overhead includes log IOPS and BDM IOPS.

In the above procedure, we determined that the IOPS requirement is to support one building block of 2,500 users. To support 20,000 users during a site failover, we need eight of these building blocks. Therefore, the total IOPS required for 20,000 users per site is 3,600 (450 IOPS * 8 building blocks).

To calculate the number of disks required to provide the desired user performance based on the IOPS, use the following formula.

Disk requirements based on IOPS=

(450 x .6) + 4(450 x .4) / 155 = 990/155 = 6.4 (round-up to 7 disks)

To support 3,600 IOPS for 20,000 users using 15k rpm drive in a RAID 5 configuration requires 56 disks (7 * 8 building-blocks = 56 disks).

Notes:

IOPS capacity per disk type can vary depending on the disk type, storage array model, and cache capacity available. Contact your EMC representative to obtain the latest guidelines for disk types and speeds.

Database read/write ratio in mailbox resiliency configuration is 3:2

RAID write penalty is: RAID 1/0 = 2, RAID 5 = 4, RAID 6 = 6

The IOPS calculations concluded that:

To support 450 IOPS for 2,500 users per server, we require seven disks.

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To support 3,600 IOPS for 20,000 users per site, we require 56 disks.

Calculating the capacity requirements

After performing IOPS calculations, the next step is to calculate the capacity requirements. Per customer requirements, the solution must support a 150-message user profile at 0.15 IOPS and provide each user with 500 MB mailbox capacity. Below are the steps to calculate how much storage is required to support these requirements. The following log and DB capacity requirements calculation follows Microsoft’s guidelines. For additional detail about these calculations, review the Mailbox Server Storage Design section on Microsoft’s website.

Calculating the mailbox size on disk

It is important to determine the mailbox size on disk will be, before attempting to determine your total storage requirements. A full mailbox with a 500 MB quota requires more than 500 MB of disk space because we have to account for the:

Prohibit send/receive limit

Number of messages the user sends/receives per day

Deleted item retention window (with or without calendar version logging and single item recovery enabled)

Average database daily variations per mailbox

You can use the Microsoft Mailbox Server Role Requirements Calculator calculate this number, but we have provided the raw calculations below if you prefer to do them manually.

Use the following calculations to determine the mailbox size on disk for this solution based on mailbox size of 500 MB:

Mailbox Size On Disk = (Mailbox Limit) + (White space) + (Dumpster)

Whitespace = 150 messages / day x 75/1024 MB = 11 MB

Dumpster for 500 MB mailbox = (150 messages / day x 75/1024 MB * 7 days) + (500 MB x 0.012) + (500 MB x 0.058) = 112 MB

Table 13 details the summary of the Mailbox size on disk requirements.

Table 13. Mailbox size on disk summary

Mailbox quota White space Dumpster size (one week)

Total size on disk

500 MB 11 MB 112 MB 623 MB

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Database Capacity Requirements

To determine the actual database size, use the following formula:

Database Size = <Number of Mailboxes> x <Mailbox Size on Disk> x <Database Overhead Growth Factor>

Based on the number of mailboxes, the actual size of the mailboxes, and the database growth overhead factor of 20 percent, the database size requirements is 1,869 GB as shown in the Table 14.

Table 14. Database capacity requirements summary

Mailboxes per server Database size requirements

2,500 1,869 GB

(2,500 users * 623 + 20%)

Database LUN Sizes

To determine total database LUN size requirements for 2500 users the following formula is used:

Database LUN size = (Database Size) + (Content Index Catalog) / (1 - Free Space Percentage Requirement)

Note:

Content Index is 10% of the database size

Table 15 details the calculation summary for determining required database LUN size.

Table 15. Database LUN size requirements

Database size requirements

Databases per server

Content index size

Total database LUN size

LUN size per database

1,869 4 19 GB

(1869 * 0.1)

2,360 GB

((1,869 + 19) / .8)

590

(2,360 / 4)

To support 20,000 users per site (during failover) requires eight building blocks of 2,360 GB with a total of 18,880 GB of storage capacity.

Log Capacity Requirements

To ensure that the Mailbox server does not sustain any outages because of space allocation issues, make sure to size the transaction logs LUNs to accommodate all of the logs that will be generated during the backup set. If this architecture leverages the mailbox resiliency and single item recovery features as the backup architecture, the log capacity should allocate three times the daily log generation rate in the event that a failed copy is not repaired for four days. (Any failed copy prevents log truncation from occurring.)

A 150-message per day profile mailbox generates 30 transaction logs per day on average, so 2,500 users will generate 75,000 transaction logs each day. With four databases per server and 625 users per database, this means that each database

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generates 18,750 logs per day. One percent of the mailboxes are moved per week one day during the weekend. This solution leverages EMC Replication Manager for Exchange backups, and is sized to tolerate three days without log truncation. Calculate the log capacity using the following formula:

Log capacity = ((Daily Log size) x (Truncation failure days)) + (Mailbox Move %)

Table 16. Log Size requirements

Number of databases per server

Logs per database

Log file size

Daily log size

Move mailbox size / database (1 %)

Truncation failure tolerance

Log size requirements per database

4 18,750 1 MB 19 GB 4 GB

(25 × 623 MB / 4)

57 GB

(3 days × 19 GB)

61 GB

(4 GB + 57 GB)

Determining the required log LUN size

Earlier, we determined that 278 GB is required for log capacity to support 2,500 users per server. Now we need to calculate the total Log LUN size requirements. Total Log LUN size can be calculated using the following formula. Table 16 details the summary of the calculations.

Log LUN size = (Log capacity) / (1 - Free Space Percentage Requirement)

Table 17. Log LUN size requirements

Log size requirements per server

Number of Log LUNs per server

Free LUN space percentage requirement

Total Log LUN size

Log LUN size per database

244 GB

(61 GB * 4)

4 20 % 305 GB

((244 GB) / .8)

80 GB

(305 GB /4)

To support 20,000 users per site (during failover) we require eight building blocks of 2,360 GB for DBs and 305 GB for logs with a total of 21,320 GB of storage capacity.

Building block disk requirements for 2,500 users

We have determined that the 2,500-mailbox building block for provisioning mailbox of 500 MB requires a storage capacity of 2,360 GB for database LUNs and 305 GB for log LUNs with a total of 2,665 GB. Using five 450 GB drives in a RAID 5 configuration on a CLARiiON storage system effectively provides us with the required capacity to support both the database and logs requirements. Each RAID 5 (4+1) storage pool provides approximately 1,608 GB of user capacity. To calculate the number of required disks, use the following formula:

Disks Required = (Database <or logs> capacity requirements) / (Raid Group raw capacity) x (Number of disks in a Raid set)

Note: Round the calculations up to a number divisible by the number of spindles in a RAID set.

Total disks (in RAID5 storage pool) = 2665/1608 * 5 = 8.3 disks (round up to 10)

To support 20,000 users on a single CX4-480 we require eight building blocks of 10 disks for a total of 80 disks.

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Step 4. Finalize the Exchange VM building-block

The calculations steps performed earlier, indicated that capacity requirements supersede the IOPS requirements. The IOPS requirements calculations indicate that only six disks are required to support 2,500 users, but after performing the space calculations, we determine that 10 disks are required to support these users. Table 18 summarizes the configuration for a building block of 2,500 users based on the 150-message profile with a 500 MB mailbox quota.

Table 18. Building block summary

Users per Exchange VM

Disks per VM CPUs per VM Memory per VM

2,500 10 (for DBs and Logs) 4 32 GB

Storage design summary

Total storage requirements summary

Table 19 summarizes the total required mailbox storage capacity for a single site in this solution.

Table 19. Storage capacity requirements summary

Database total space requirements per site

Log total space requirements per site

Total capacity required per site

18,880 GB (2,360 * 8) 2,440 GB (305 * 8) 21,320 GB

Our capacity calculations conclude that using the building block methodology for calculating Exchange Mailbox storage is easy and very effective. Table 20 provides disk requirements summary based on a 2,500-user building block. We have determined that capacity requirements supersede the IOPS requirements, and we need 80 disks for capacity versus 56 disks for IOPS to support 20,000 users for a site failover condition.

Adding more users with the same profile involves allocating the same amount of storage, memory, and CPU resources to achieve the necessary performance. This flexible design offers customers the capability of keeping pace with an increasing user population. You can easily add users that share the same profile to the environment, as shown in Table 20.

Table 20. Disk Requirements summary

Supporting… Requires…

2,500 users 10 disks ( for DBs and logs)

5,000 users 20 disks (for DBs and logs)

7,500 users 30 disks (for DBs and logs)

10,000 users 40 disks (for DBs and logs)

20,000 users 80 disks (for DBs and logs)

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LUN configurations

Now that we have determined the number of spindles required to support the IOPS and capacity requirements of the building block, we need to determine the best way to provision LUNs on the array for that building block.

Based on the DAG design and storage requirements identified earlier, we have determined that we have four mailbox databases per each Mailbox server. To achieve the best restore granularity EMC recommends that you place the database and its corresponding logs on its own LUN. With VSS type backup solutions, this shortens the restore window and provides better performance. Based on these best practices, we separated the database and its logs onto individual LUNs and configured four databases and four log LUNs from a single RAID 5 storage pool.

In this solution, we created eight separate RAID 5 storage pools with 10 disks per pool for each of the building blocks of 2,500 users on each CX4-480 storage array. We configured four storage pools to support 10,000 active users from a primary site and other four pools to support 10,000 users from a secondary site in case of site failover. With this configuration, you have more flexibility when adding new users and provisioning new storage when necessary.

From each 10-disk RAID 5 storage pool containing 450 GB drives, we created four 590 GB database LUNs and four 80 GB log LUNs.

Mailbox server configuration summary

Table 21 provides a summary of a single Exchange mailbox server configuration in this solution.

Table 21. Exchange server configurations for this solution

Components Mailbox Servers

vCPU 4

Memory 32

Disks 9 LUNs (1 OS, 4 DB, 4 logs)

1 VHD for OS

8 disks in a physical pass-through mode (4 DB, 4 Logs)

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Figure 12 summarizes configuration of Exchange databases for each Mailbox server VM and Hyper-V host.

Figure 12. Database configuration with DAG in third-party replication mode

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Chapter 5: LAN and SAN Architecture

Introduction

Overview The network in this solution comprises of end-to-end Brocade components,

including:

Server access to the storage was enabled through Brocade HBAs connecting to Brocade SAN switching.

Ethernet access was enabled via internal 1G Ethernet NICs in the Dell servers connecting to Brocade access layer FastIron Series Ethernet switches, which connected to Brocade NetIron MLX Series switches in the Network core.

The Exchange environment was load balanced by Brocade ServerIron ADX 1000 series Application Delivery Controllers.

Topics This chapter describes the solutions network architecture and contains the following

topics:

Topic See Page

SAN and LAN/WAN configuration 56

Network load balancing 59

Best practices planning for network load balancing 61

SAN and LAN/WAN configuration

SAN configuration

The SAN configuration uses a redundant fabric configuration. Each fabric consists of a Brocade 300 8Gb SAN switch. We installed the Brocade 825 dual-port 8 Gb HBAs in each server (hosts 1-4) and then connected each host server through each of the Brocade 300 switches to the EMC CX4-480 array.

We implemented soft zoning (also known as initiator-based zoning) on the FC fabric for SAN traffic isolation and configured zone groups to isolate storage I/O between each initiator port on the host and two target ports, where each target port is located on a different storage processor for redundancy reasons.

For the storage replication between arrays, the solution uses a direct FC connection between the two fabrics.

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LAN configuration

The overall test network consists of:

Brocade ADX 1000s, which provide Ethernet traffic load balancing

Brocade NetIron MLX platforms, which provide 10 Gb aggregation and routing

Brocade FastIron Series switches, which provide access layer connectivity.

Load Balancing

In our test environment, we used the Brocade ServerIron ADX 1000s to provide hardware load balancing. The ADX 1000s were set up in an active/hot standby architecture, configured to balance the incoming load from the LoadGen servers and distribute it to the Exchange CAS server farm based on the preset affinity rules.

Network

The Brocade NetIron MLX provides 10 Gb aggregation and routing between the Exchange setup in the data center and the test load servers running Microsoft Loadgen. The Brocade FastIron Series switches provide 1 Gb server access to the servers.

The load servers, running Microsoft LoadGen, were placed into a single VLAN and were directed toward the Exchange setup. As the traffic passed to the Exchange environment, the load balancers front-ended the Exchange server setup and provided a virtual IP address for the load servers. The load balancers then directed the traffic, based on the pre-configured affinity rules, to the CAS servers within the Exchange back-end environment.

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Figure 13 shows the solution’s overall network and SAN layout.

Figure 13. The solution’s network zoning layout

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Network load balancing

Overview Compared to previous Exchange Server releases, some architectural changes in

Exchange 2010 have resulted in network load balancing that is becoming increasingly important, for both large-scale and small-scale deployments. Microsoft's TechNet article "Understanding Load Balancing in Exchange 2010" http://technet.microsoft.com/en-us/library/ff625247.aspx outlines the new requirements and explains why hardware-based load balancing is important for Exchange 2010 environments. This section discusses these changes.

Exchange RPC Client Access and Address Book services

The addition of the RPC Client Access Service and the Exchange Address Book service improve the user's experience during Mailbox role failovers by moving the connection endpoints for Outlook (and other MAPI clients) to the CAS role rather than the Mailbox role.

In previous Exchange versions, Outlook connected directly to the Mailbox server responsible for the data being accessed, and directory connections were either proxied using the Mailbox role or they were referred directly to a particular Active Directory Global Catalog (GC). Now that these connections are handled by the CAS role, you must load balance the Outlook connections (both internal and external) across the CAS servers in the deployment. In Exchange Server 2010, this is known as a CAS array.

Network traffic The solution uses the Brocade ServerIron ADX to load balance the traffic to the

server farm using round robin, least local connections, dynamic weighted predictor. For more about these methods, see the Brocade ServerIron ADX product documentation.

Since the solution uses source IP port persistence on the Virtual IP (VIP), the round robin predictor for the VIP is automatically enabled and used to evenly distribute

hash assignments. After you enter the port <port> persist-hash command,

the predictor round-robin command automatically appears under the virtual server entry in the configuration file.

Active/hot standby redundancy uses a dedicated link between the Brocade ServerIron ADX switches, which transmits flow-state information, configuration synchronization information, and the redundancy heartbeat.

The ports used by Exchange services are HTTP (Port 80) and HTTPS (Port 443). HTTP and HTTPS are used for several Microsoft Exchange servers, including:

Outlook Web Access (OWA)

Outlook Anywhere (OA) (MAPI tunneled over HTTPS)

Exchange ActiveSync for mobile devices (EAS)

Exchange Control Panel (ECP)

Exchange Web Services (EWS)

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AUtoDIscover (AUDI)

Offline address book distribution

Microsoft recommends using HTTPS:

RPC/MAPI (Port 135)—Microsoft remote procedure call (RPC) defines a powerful technology for creating distributed client/server programs. The RPC run-time stubs and libraries manage most of the processes relating to network protocols and communication.

TCP Ports 60000 and 60001—As with RPC applications, the RPC end-point mapper allocates the end-point TCP port numbers for these services when the services start. This means that you may need to configure a large range of destination ports for load balancing without the ability to specifically target traffic for these services based on port number. It is possible to statically map these services to specific port numbers in order to simplify load balancing. If the ports for these services are statically mapped, then the traffic for these services is restricted to port 135 (used by the RPC port mapper) and the two specific ports selected for these services. In this configuration, TCP ports 60000 and 60001 are statically mapped. You can manually change these values. Refer to the Microsoft Knowledge Base at http://technet.microsoft.com/en-us/library/ff625248.aspx for details on mapping the static ports.

Configuring Layer 2 Active/Hot Standby Redundancy

In this deployment, we configured the Brocade ServerIron ADX to be active/hot standby. Both ServerIron ADX switches share the same VIP and configuration (except for the management IP address). In a typical hot standby configuration, one ServerIron ADX is the active device and performs all of the Layer 2 switching and Layer 4 server load balancing (SLB) switching, while the other ServerIron ADX monitors switching activities and remains in a hot standby role.

If the active ServerIron ADX becomes unavailable, the standby ServerIron ADX immediately assumes the unavailable ServerIron ADX’s responsibilities. The failover from the unavailable ServerIron ADX to the standby device is transparent to users. In addition to the same Virtual IP address, both ServerIron ADX switches share a common MAC address known to the clients. Therefore, if a failover occurs, the clients still recognize the ServerIron ADX by the same MAC address. The active sessions running on the clients continue and the clients and routers do not need to resolve their address resolution protocol again for the ServerIron ADX MAC address.

This solution configured the ServerIron ADX switches with the Microsoft Exchange Server ADX for active/hot standby, in which both ServerIron switches share the same VIP address and configuration (with the exception of the management IP address) but one ServerIron ADX is active and the other is in hot standby mode.

Network configuration for DAG

A DAG is the base component of the HA and site resiliency framework built into Microsoft Exchange Server 2010. A DAG is a group of up to 16 Mailbox servers that host a set of databases and provide automatic database-level recovery from failures that affect individual servers or databases. DAG is invisible from a load balancer perspective.

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Best practices planning for network load balancing

Overview One of the most interesting and important aspects of the network design for

Exchange 2010 is implementing load balancing, which Microsoft highly recommends with any Exchange 2010 environment containing two or more CAS servers. Understanding some of the key terms and best practices for load balancing is critical to the success any project that uses this solution. This section presents concepts that you should understand if you are deploying a load balancer within your Exchange environment.

Affinity Affinity is the process of associating a client with a specific CAS to ensure that all

requests sent from that client go to the same CAS. The following load balancing methods support affinity on the Brocade ServerIron ADX:

Load Balancer (LB)-created cookie

Secure socket layer (SSL) session ID

Source IP

LB-created cookie

Because the incoming traffic uses SSL, you must use an SSL proxy. You can use an LB-created cookie or SSL with source IP, but you cannot use all three load-balancing methods together. You must use one of the methods because Microsoft recommends using HTTPS rather than HTTP with Exchange. Brocade recommends that you use LB-created cookies and source IP port persistence. Brocade does not recommend that you use affinity because some browsers negotiate new SSL session IDs every few minutes, thus breaking the affinity condition.

The LB-created cookie method is very reliable for tying a client session to a CAS. The load balancer inserts a cookie into the client-server protocol that is associated with a CAS server. The session continues to forward traffic to the same CAS server until the session is over.

The Outlook Web Access (OWA), and Exchange Control Panel (ECP) protocols support the LB-created cookie method that runs with HTTP in Microsoft Exchange 2010, with the following limitations:

They do not support RPC, the Exchange Address Book Service, POP, or IMAP

The load balancer must be able to read and interpret the HTTP stream.

When using SSL, the load balancer must decrypt the traffic to examine content.

To use this method, the client must be able to receive arbitrary cookies from the server and then include them in all future requests to the server. The following services to not support this capability:

Exchange ActiveSync clients

Outlook Anywhere (OA) (not supported in any version of Outlook up to and including Outlook 2010)

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Some Exchange Web services clients

However, OWA and ECP, and remote PowerShell Exchange 2010 protocols do support the LB-created cookie method.

Source IP port persistence

In the source IP port persistence method, the load balancer looks at a client IP address and sends all traffic from a certain source/client IP to a given CAS. Brocade recommends that you use cookie persistence for workloads that support it; but you can use source IP persistence when it is necessary for those workloads. The source IP method has two limitations:

Whenever the client’s IP address changes, the affinity is lost. However, the user impact is acceptable as long as this occurs infrequently.

Having many clients from the same IP address leads to uneven distribution. Distribution of traffic among the CAS machines then depends on the number of clients that originate from a given IP address.

Two things that can cause several clients to originate from the same IP address are:

Network Address Translators (NATs) or outgoing proxy servers (for example, Microsoft Forefront Threat Management Gateway, or TMG). In this case, the original client IP addresses are masked by the NAT or outgoing proxy server IP addresses

CAS-to-CAS proxy traffic. One CAS machine can proxy traffic to another CAS machine, typically between Active Directory (AD) sites, as most Exchange 2010 traffic needs to be handled by either a CAS in the same AD site as the mailbox being accessed or a CAS with the same major version as the mailbox being accessed.

Monitoring the Outlook client configuration

Since all users are connecting with an Outlook client from the internal network, we are primarily concerned with load balancing TCP socket-oriented traffic. We need to ensure that that traffic maintains client IP-based persistence. Outlook initiates a connection to the RPC CAS and Exchange Address Book Service using the RPC endpoint mapper on port 135.

We set the RPC CAS server to use static port 60000 and the Exchange Address Book service to use static port 60001. This port handles connections for both the Address Book Referral (RFR) interface and the Name Service Provider Interface (NSPI). If we do not set static ports, a random port is used. This means that we may need to configure a large range of destination ports for load balancing without the ability to specifically target traffic for these services based on port number.

Outlook also uses some HTTP-based services including Auto discover, Exchange Web Services (EWS), and Offline Address Book (OAB).

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Chapter 6: Exchange 2010 backup with EMC Replication Manager

Introduction

Overview Exchange 2010 allows databases to be up to 2 TB. Having multiple copies of these

large databases can present a challenge to many customers, as their nightly backup windows may not able to accommodate the Exchange backup.

With Exchange 2010 configured in third-party synchronous replication mode, there is essentially only one copy of the data. Therefore, it is critical to schedule backups to run on a regular basis. EMC Replication Manager provides an effective Exchange 2010 backup solution by leveraging VSS functionality and integrating the backups with CLARiiON SnapView Clones, or SnapView Snaps technology.

Topics This chapter contains the following topics:

Topic See Page

Replication Manager design 63

Preparing your Exchange 2010 environment for backups with Replication Manager

64

Rapid restore using Replication Manager 65

Replication Manager design

RM functionality Overview with Exchange 2010

Replication Manager is a robust enterprise-level application that you can use in conjunction with CLARiiON SnapView replication technologies and Microsoft Exchange 2010 to:

Create Exchange database application sets

Create replicas of Exchange databases protected as part of a DAG, whether it is an active or passive copy of the database, or databases in a DAG that is configured in a third-party replication mode

Check the consistency of replicated data

Start on-demand mount and dismount operations

Perform point-in-time or roll-forward restores to the production databases in the event of a corruption

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Recommendations for best RM performance

Some best practice considerations when designing a Replication Manager environment for Exchange 2010 include:

Installing Replication Manager on all of the servers in a DAG with REE. This is because in a DAG with third-party replication, in this case REE, you can only replicate active databases.

Using either clones or snaps, or a combination of clones and snaps to achieve the best possible protection end backup granularity for Exchange data.

Separating the database and logs onto different LUNs to take advantage of Replication Manager’s rapid restore capability.

Avoiding nested mount points to prevent VSS errors.

Using a physical mount host as opposed to a VM as this will reduce the time it takes to mount the volumes.

Running consistency checks once a week. You no longer need to run consistency checks on the mounted snap copy.

Using separate dedicated spindles for the save pool for better performance

Zoning the RM mount hosts’ HBAs to different array ports than the production Exchange server’s HBAs for best performance.

Preparing your Exchange 2010 environment for backups with Replication Manager

RM design considerations

The Replication Manager Product Guide has the latest information on how to prepare your Exchange environment for Replication Manager. In addition to providing information about the placement of databases and logs on volumes, it discusses security settings and requirements.

There are a couple of important things to consider when planning for Replication Manager in an Exchange 2010 environment. One is that Replication Manager restores data at the LUN level, not the file level. Place the database and log files on volumes with a restore in mind. If the database and logs are on the same volume, restoring the database file also restores the logs. Logs that are not part of the replica are deleted. Alternatively, if a two databases share a volume, you may not restore just one database file. You would have to restore and recover both.

Another consideration is the use of mount points. VSS has trouble importing replicas that contain nested mount points. If your logs are on a volume (like L:) and you create a mount point on that volume called ―DB_MP‖ and put the .edb file there, you have a nested mount point. The volume L: and the volume ―DB_MP―, which is on L:, would be in the same replica. Replication Manager experiences errors from VSS when importing the replica.

There are two ways to get around this problem. One is to create a ―tiny‖ LUN and create the L: volume on that LUN. Create two mount points on the volume, one for

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the database file and the other for the transaction logs. Use the other mount point for the volumes that are local to the server.

Backup configuration in this solution

The local replication technology used for this solution is SnapView Snaps. Microsoft recommends that you host multiple full copies of Exchange databases on separate servers to provide local recoverability capability. However, in most environments with large mailboxes, Exchange 2010 is capacity driven more so than performance. For this reason, using snaps provides significant space savings. In most deployments, you need to allocate an average of 20 percent of Exchange storage capacity to snaps.

SnapView Snaps are pointer-based copies of the source LUN that store just the changed tracks; hence, they use minimum space on the CLARiiON array as opposed to clones. In addition, by taking snaps of data images on the target storage array we minimize any potential performance impact on the production Exchange databases. Also, Replication Manager integrates well with the SnapView Snap technology and provides for instant restore capabilities – both point in time and roll forward.

Four databases were included in every application set to minimize the number of RM backup jobs. A single mount host is required for this.

In this solution, we have scheduled snap jobs to run four times a day. This lowered the RPO from 24 to six hours. Since the databases and logs were located on separate LUNs, this also provided for a roll forward restore capability and a no data loss solution when the logs were intact.

Rapid restore using Replication Manager

Roll-forward recovery

The most likely recovery scenario involves restoring a single corrupt database. RM uses the latest successful VSS snapshot of a database to perform its recovery. It takes an average of three to five minutes to execute the recovery, during which RM executes the roll-forward database-only recovery and brings the database online.

Point-in-time recovery

It is also possible to execute a point-in-time recovery so that RM restores both the database and log LUNs to the time that it created the snapshot. The amount of time required for this action is about the same, but it requires that the mirrors be resynchronized since the logs are over-written too.

In an Exchange 2010 DAG environment (including DAG on a third-party replication mode), you can only restore replicas to the same server on which the replica was originally created. Microsoft restricts restores of database copies to only the active copy. To perform a single database recovery using Replication Manage, you need to perform the following steps:

1. In the Replication Manager console, right-click on the replica that you want to restore back to the source and click Next.

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2. Choose only the database files from the list of objects.

3. If the server is not hosting the active copy of the database, then choose the activate databases before selecting the Restore checkbox in the Restore Wizard’s Restore Options screen and click Finish.

4. Once the restore is completed, go the Exchange Management console, and resume the database copy using REE Powershell cmdlets.

Note: This procedure depends on the customer’s specific configuration. High-level steps are provided here as a reference point.

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Chapter 7: Best Practices Planning

Overview

This chapter contains the following topics:

Topic See Page

Exchange 2010 best practices 67

Optimizing SAN best practices 67

Exchange Mailbox server optimization for EMC storage 69

Exchange 2010 best practices

In comparison to earlier versions of Microsoft Exchange, Exchange Server 2010 has

made significant improvements in the areas of I/O and storage. For example, there have been many changes to the core schema, and the Exchange's extensible storage engine (ESE) to reduce the I/O usage profile. Due to this I/O reduction, Exchange 2010 now supports more drive types such as SATA and SAS disks, as well as FC and EFD drives.

For information on Exchange 2010 Mailbox server design best practices, go to http://technet.microsoft.com/en-us/library/dd346703.aspx. In addition to Microsoft’s recommendations, EMC recommends the best practices described in this section when planning an EMC Unified Storage implementation for best performance results with Exchange 2010.

Optimizing SAN best practices

Reliability considerations

Although SANs provide excellent storage architectures for Exchange implementations, it is important that you optimize your SAN for reliability and performance. The following best practices are important to consider when implementing Exchange in a SAN environment.

To optimize a SAN for reliability, you should:

Configure redundant controllers, SAN switches, and use RAID.

Use redundant HBAs connected to different fabrics.

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Performance considerations

To optimize SAN for performance:

Install EMC PowerPath on the physical hypervisor hosts for optimal path management and maximum I/O performance. For more information on installing and configuring PowerPath, visit:

http://www.emc.com/products/detail/software/powerpath-multipathing.htm

Dedicate physical spindles within your SAN to Exchange databases to isolate the Microsoft Exchange server database workload from other I/O-intensive applications or workloads. This ensures the highest performance level for Exchange and simplifies troubleshooting in the event of disk-related issues.

Make sure you plan for performance even in a failover situation. Balance LUNs across the array SPs to take advantage of CLARiiON’s performance and HA features.

Plan so that expected peak utilization does not exceed 80 percent saturation of the system.

Configure the storage to support your expected IOPS value that you calculated as instructed earlier in this white paper. Always size the Exchange environment for IOPS, then capacity.

Additional considerations

After calculating the IOPS requirements, always apply a 20 percent I/O overhead factor to your calculations to account for additional IOPS, such as logs, log replication, and BDM, that are not included in the IOPS per user profile.

You should:

Verify that your SAN switch can support your IOPS requirements, even in a failover situation. The SAN switch has to process the incoming I/O request and forward it out the appropriate port, which therefore limits the amount of I/O that can be handled.

Verify that the HBA installed in the server can support your IOPS requirements, even in a failover situation. To avoid throttling, ensure that the queue depth is set according to EMC recommendations.

For more information on this topic, see Microsoft’s TechNet article ―Understanding Database and Log Performance Factors‖ at http://technet.microsoft.com/en-us/library/ee832791.aspx.

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Exchange Mailbox server optimization for EMC storage

Follow these recommendations to ensure the best possible Mailbox server

performance:

Partition alignment is no longer required when running Microsoft Windows Server 2008 as partitions are automatically aligned to a 1 MB offset.

Exchange Server 2010 requires Windows Server 2008 or Windows 2008 R2.

When formatting new NTFS volumes for an Exchange database and logs, you should set the allocation unit size (ALU) to 64 KB using the drop-down list in Disk Manager or through the CLI using the diskpart command.

Microsoft recommends a maximum database size of 100 GB in environments that do not use DAGs. When DAGs are being used with a minimum of two database copies, the maximum database size can be up to 2 TB. Consider backup (if applicable) and restore times when calculating the database size.

Enable BDM on large databases (greater than 500 GB).

For more information on EMC solutions for Microsoft Exchange Server, visit EMC’s website at http://www.emc.com/solutions/application-environment/microsoft/solutions-for-microsoft-exchange-unified-communications.htm.

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Chapter 8: Solution Validation

Introduction

Overview The sections in this chapter describe the approach and methodology used to validate

this solution, which involves both functional and performance tests.

The performance tests include:

Storage performance validation using Jetstress

Database seeding performance

Server and Exchange environment (end-to-end) performance validation using Loadgen

The functional test included a site (datacenter) failover/failback validation.

Topics This chapter contains the following topics:

Topic See Page

Validation methodology and tools 71

Exchange storage validation with Jetstress 72

Database replication process for DAG in a third-party replication mode

74

Environment validation with Loadgen 75

Test 1 – Normal operating condition – peak load 77

Test 2 – Host failure within a site 79

Test 3 – Site failure simulation 81

In-site database switchover with EMC Replication Enabler for Exchange 2010

83

Datacenter switchover validation 83

Validating primary datacenter service restoration (failback) 85

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Validation methodology and tools

Overview You can use a variety of tools to measure the performance of Exchange 2010,

including Jetstress and Load Generator (LoadGen). The Windows Server 2008 operating system also includes some general performance tools including Windows Performance Monitor. You can perform storage analysis using Unisphere.

In addition to these tools, you should analyze your current user loads to establish a minimum server requirements baseline. Understanding how your users use the system is one of your biggest challenges. The Exchange Server Profile Analyzer can help provide useful data when analyzing your current user loads. After you determine your hardware requirements, you should conduct a pilot test to make sure performance levels are acceptable.

For more information, see Tools for Performance and Scalability Evaluation available on Microsoft’s TechNet website.

Jetstress 2010 The best tool for validating the Exchange storage design is Jetstress. Jetstress

simulates Exchange I/O at the database level by interacting directly with the database technology of the ESE, also known as the Jet, on which Exchange is built. You can configure Jetstress to test the maximum I/O throughput available to your disk subsystem within the required performance constraints of Exchange. You can also configure it to accept a user count, profile, and I/O per second per user to validate that the disk subsystem is capable of maintaining an acceptable performance level with that profile. We strongly recommend you use Jetstress to validate storage reliability and performance prior to the deploying your Exchange servers in to production environment.

You can download Jetstress from Microsoft Exchange Server Jetstress 2010 (64 bit) at http://go.microsoft.com/fwlink/?LinkId=178616. The Jetstress documentation describes how to configure and execute an I/O validation or evaluation on your server hardware.

While Jetstress tests the performance of the Exchange storage subsystem before placing it in the production environment, it does not test the impact of the server CPU and memory configuration of MAPI user activity. Use the Microsoft Loadgen tool for this purpose.

Loadgen You use Exchange Load Generator (Loadgen) to perform a full end-to-end

assessment of the Exchange 2010 environment. You can use Loadgen to perform benchmarking, pre-deployment validation, and stress testing tasks that introduce various workload types into a test (non-production) Exchange messaging system. This test simulates the delivery of multiple MAPI, Outlook Web access, IMAP, POP, and SMTP client messaging requests to an Exchange server.

Important! You should use Loadgen only in the test lab configuration and in non-production Exchange environments. For more information on Loadgen go to the Exchange Load

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Generator 2010 (64 bit) website at:

http://www.microsoft.com/downloads/details.aspx?familyid=CF464BE7-7E52-48CD-B852-CCFC915B29EF&displaylang=en

Exchange storage validation with Jetstress

Overview Before implementing a storage solution in a production environment, it is important

that you validate that the Exchange storage is sized and configured properly. This section describes the approach and methodology used to validate the storage design. The testing performed is similar to the one required for Microsoft’s Exchange Solution Reviewed Program (ESRP) program, which is designed for storage vendors like EMC to submit their Exchange solutions.

Test results listed in this white paper are provided according to ESRP guidelines for easy comprehension and comparison to other ESRPs published on Microsoft’s website (including ESRP submissions from EMC and other storage providers).

http://technet.microsoft.com/en-us/exchange/ff182054.aspx

Test configuration

To validate the CX4-480 performance with 20,000 Exchange users, we configured Jetstress to run against all disks in a storage array configured for Exchange. These tests ran simultaneously from all eight Exchange Mailbox servers in one site at the same time. We configured eight Mailbox server so that each produces a load for 2,500 users at 0.18 IOPS per user.

The following Jetstress tests helped to determine the performance of Exchange 2010 with REE (based on MirrorView/S).

Test 1 – Baseline test for 20,000 users without MirrorView/S enabled on the CX4-480

Test 2 – Test for 20,000 users with MirrorView/S enabled on the CX4-480 and the data being replicated to a secondary CX4-480

Test 3 – Test for peak IOPS with 20,000 users with MirrorView/S enabled on the CX4-480 and the data being replicated to a secondary CX4-480

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Jetstress test results and CX4-480 performance

Figure 14 displays the Jetstress test results for a single CX4-480 array performance on all disks configured for 20,000 users.

Testing against all disks on a single storage frame shows that CX4-480 achieved 8,120 Exchange 2010 transactional IOPS across eight Exchange VMs. This is 2,288 IOPS over the designed target baseline of 5,832 IOPS for a single site.

This additional headroom provides a nice buffer and great insurance against any unexpected DAG failovers, large mailbox moves, I/O spikes, peak loads, and potential malware attacks that may have otherwise taken the server down.

Disk latencies were all within the acceptable parameters according to Microsoft’s best practices for Exchange 2010 performance.

Figure 14. Jetstress test results for Exchange 2010 on a CLARiiON CX4-480

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CX4-480 performance with Exchange 2010 Jetstress

Table 22 shows the aggregate performance across all servers, which is the sum of the I/Os and the average latency across all servers in the solution.

Table 22. Jetstress test results summary

Target

Values

20,000 users

No MirrorView/S

(8 servers)

20,000 users

With MirrorView/S

(8 servers)

Database I/O

Achieved Transactional IOPS (I/O Database Reads/sec + I/O Database Writes/sec)

3600 IOPS

(at 0.18 IOPS)

5259 IOPS 5108 IOPS

I/O Database Reads/sec N/A 2908 2873

I/O Database Writes/sec N/A 2351 2235

I/O Database Reads Average Latency (msec)

< 20 ms 11 ms 10 ms

I/O Database Writes Average Latency (msec)

< 20 ms 9 ms 12 ms

Transaction Log I/O

I/O Log Writes/sec N/A

I/O Log Reads Average Latency (msec)

<10 ms 3 ms 6 ms

Database replication process for DAG in a third-party replication mode

Overview The native network-based database replication process with an Exchange 2010

DAG in a third-party replication mode with REE is replaced by synchronizing primary source images (copies) from one storage array to another. Replication is performed over the FC SAN using MirrorView/S that is configured between two storage arrays in both sites.

MirrorView is based on block-level replication and is LUN-based. This means that if there are any changes performed on the database that occupies a single source LUN, the changes are synchronized to a target mirror for the entire block. Initially, the entire LUN is synchronized. For all subsequent updates, only incremental re-syncs are required. For example, when you perform the initial synchronization on the 500 GB database that occupies a 1 TB LUN, the entire LUN is synchronized. In addition, when changes are written to a database, only changes on the disk tracks are synchronized to a target mirror.

When performing a replication operation with DAGs in a third-party replication mode,

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you must use REE Powershell cmdlets to perform any action on Exchange databases. REE Powershell cmdlets are very similar to native Exchange Powershell cmdlets. A full set of REE Powershell cmdlets is provided in the section entitled Appendix B: REE Powershell Cmdlets Reference on page 90.

Initial synchronization performance

Table 23 provides seeding performance information in our test environment. These results are based on the test environment configuration and can differ, depending on the customer’s environment. In our tests, we performed the initial synchronization over a four Gbps FC SAN connection between two storage arrays. Replication was performed from Site A to Site B. The source array had 15,704 TB of storage to be replicated (based on LUN sizes).

Table 23. Initial MirrorView/S synchronization performance summary

What is synchronized

Size Average synchronization Time

Throughput

(GB/hr)

32 LUNs (4 VMs- 8 LUNs per VM)

15,704 GB 17 hrs 923 GB/hr

Environment validation with Loadgen

Overview After completing the storage validation with Jetstress and determining that the

storage is sized and performs as expected, the next step in the validation process is to use the Loadgen tool to simulate the MAPI workload against the entire Exchange infrastructure. Loadgen testing is necessary to determine how each Exchange component performs under a real, close-to-production user load.

Loadgen requires full deployment of the Exchange environment for validation testing. You should perform all Loadgen validation testing in an isolated lab environment where there is no connectivity to your production data. Loadgen generates the users and workloads against the entire Exchange environment, including both the network and storage components.

Loadgen simulates the entire mail flow, helping to determine any bottlenecks in the solution. It is the only tool that helps you determine CPU and memory resources that are necessary to sustain the load for which the Exchange environment was designed.

Loadgen test preparation

In our tests, we used the Exchange Server Load Generator 2010 (Loadgen) to simulate Outlook 2007 online mode mailboxes with the following characteristics:

The action profile is 150 messages per mailbox per day.

Each mailbox is 500 MB.

Each database contains 625 mailboxes.

To simulate a normal operation, the workday duration is set to eight hours and each

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simulation runs for eight hours.

The 150-message profile sends 30 messages and receives 120 messages per mailbox per day. We expected that during an eight-hour simulated day the Mailbox server with 2,500 active users will log approximately 2.60 sent messages per second and 10.42 delivered message per second. We use the formula below to calculate the expected number of sent and delivered messages per second.

Messages sent per second =

Messages delivered second =

Loadgen configuration for peak load

Peak load is used in this simulation for the 150-message Outlook 2007 Online Mode action profile. We enabled peak load for an action profile by setting the simulated workday to four hours rather than eight hours. This Loadgen configuration simulates peak load by doubling the sent and delivered message rate per second. The 150-message action profile running in peak mode generates double the sent and delivered messages per second.

How to validate test results

Use the following performance monitor counters on the Mailbox server to monitor the message sent and delivered rates:

MSExchangeIS Mailbox (_Total)\Messages Sent/sec

MSExchangeIS Mailbox (_Total)\Messages Delivered /sec

We tracked the Mailbox server response time for client requests to determine the amount of time it takes the Mailbox server to respond to a client request. The response time average per request should not exceed 10 milliseconds. We use the following performance monitor counter on the Mailbox server to monitor response time.

MSExchangeIS\RPC Averaged Latency

Note: As a best practice, disable Hyper Threading on the root server for all simulations for Exchange deployments by rebooting the server, entering the BIOS configuration, and disabling the Hyper Threading option.

Use the following formula to determine achieved megacycles per mailbox:

(Adjusted megacycles per core) * (Hypervisor overhead%) * (Number of cores) * (Mailbox Server CPU Utilization) / (Number of users per server)

Note: In a Hyper-V configuration use ―Hyper-V Hypervisor Logical Processor\% Guest Run Time‖ performance counter value instead of ―Mailbox Server CPU utilization value‖

The validity of the each test run is determined by comparing the results of select performance counters to a Microsoft specified criteria. We collected performance counter data at 10-second intervals for the duration of each test run and discarded the results of the first and last hours. We averaged the results over the remaining

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duration of the test.

Table 24 lists the primary counters and their validation criteria.

Table 24. Primary counters and validation criteria

Performance monitor counter Criteria

Processor(_Total)\% Processor Time Not to exceed 80% during peak load

MSExchangeIS\RPC Averaged Latency Not to exceed 10 msec.

MSExchangeIS Mailbox(_Total)\Messages Sent/sec

Approximately 0.002083 messages/second/mailbox

MSExchangeIS Mailbox(_Total)\Messages Delivered/sec

Approximately 0.008333 messages/second /mailbox

Logical Disk Disk Sec/read Not to exceed 20 msec.

Logical Disk Disk Sec/write Not to exceed 20 msec.

Validation tests scenarios

For this solution, we performed the following Loadgen tests to measure the Exchange infrastructure performance.

Table 25. Loadgen Validation - Test scenarios

Test Description

1 Normal operation: in this test, we simulated a 100% concurrency load for 10,000 users at one site, with each Mailbox server handling 2,500 users.

2 Within a site switchover: in this test, we simulated the failure of a single Hyper-V host server per site and ran a 70% concurrency load against a single Hyper-V host with two Exchange Mailbox VMs, each handling 5,000 users. In this test, only three CAS/HAB servers handled the load.

3 In this test, we simulated a site failure and activated secondary images on stand-by Mailbox servers. We ran a 70% concurrency load against 20,000 users.

Test 1 – Normal operating condition – peak load

Objectives In this test, the objective was to validate the entire Exchange environment under

normal operating condition with a peak load. Each Hyper-V host and VM’s performance was measured against Microsoft’s recommended performance targets and thresholds.

Configuration In this test, all of the Exchange VMs were operating under normal conditions. We

configured Loadgen to simulate peak load. We expected the 150-message action profile running in peak mode to generate double the sent and delivered messages per second.

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Performance results and analysis

The results in Table 26 and Table 27 show that all Hyper-V servers and Exchange VMs handled the peak load and the achieved results were within the target metrics. During peak loads, an average CPU utilization on the primary Mailbox VMs were approximately 26 percent and the Hyper-V host utilization was about 20 percent. On the HUB/CAS VMs, CPU utilization was approximately 26 percent. Achieved megacycles per mailbox were 3.7 (3,794 * 4 *.43 / 1,750 = 3.7).

Table 26. Validation of expected load for Test 1

Parameter Target Tested 1 results

Message delivery rate per mailbox 0.0056 0.0056

IOPS per mailbox 0.12 0.22

Megacycles per mailbox 3 3.7

Table 27. Performance results for Loadgen in Test 1

Performance counter Target Test 1 results

Hyp

er-

V

Ro

ot

Se

rve

rs Hyper-V Hypervisor Logical Processor(_total)\% Guest Run Time <75% 20%

Hyper-V Hypervisor Logical Processor(_total)\% Hypervisor Run Time <5% 2%

Hyper-V Hypervisor Logical Processor(_total)\% Total Run Time <80% 22%

Ma

ilb

ox

Se

rve

rs

Hyper-V Hypervisor Logical Processor(VP0-3)\% Guest Run Time <80% 43%

MSExchange database\I/O database reads (attached) average latency <20 ms 9 ms

MSExchange database\I/O database writes (attached) average latency <20 ms

<Reads Avg.

7 ms

MSExchange database\IO log writes average latency <20 ms 5 ms

MSExchangeIS\RPC requests <70 3

MSExchangeIS\RPC averaged latency <10 ms 2 ms

CA

S/H

UB

Se

rve

rs c

om

bo

Hyper-V Hypervisor Logical Processor(VP0-3)\% Guest Run Time <80% 26%

MSExchange RpcClientAccess\RPC Averaged Latency <250 ms 5 ms

MSExchange RpcClientAccess\RPC Requests <40 3

MSExchangeTransport Queues(_total)\Aggregate Delivery Queue Length (All Queues)

<3000 2

\MSExchangeTransport Queues(_total)\Active Remote Delivery Queue Length

<250 0

\MSExchangeTransport Queues(_total)\Active Mailbox Delivery Queue Length

<250 2.5

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Test 2 – Host failure within a site

Objectives In this test, the objective was to validate the entire Exchange environment under

physical Hyper-V host failure/maintenance operating conditions with a peak load. Each Hyper-V host and VM’s performance was measured against Microsoft’s recommended performance targets and thresholds.

Configuration During this test, all VMs running on one of the Hyper-V hosts within the site were

shut down to simulate a host maintenance condition. This resulted in database images (copies) being moved over to other Mailbox servers that created an operating condition of 5,000 user per Mailbox server. Also in this test, only half of the HUB/CAS servers processed client access and mail delivery.

Performance results and analysis

The results in Table 28 and Table 29 show that all Hyper-V servers and Exchange VMs handled the peak load and the achieved results were with target metrics. During the peak loads, an average CPU utilization on the primary Mailbox VMs were approximately 80 percent and the Hyper-V host utilization was about 36 percent. On the HUB/CAS VMs, CPU utilization was approximately 48 percent. Achieved megacycles per mailbox were 3.5 (3,794 * 4 *.80 / 3,500 = 3.5).

Table 28. Validation of expected load for Test 2

Parameter Target Test 2 results

Message delivery rate per mailbox

0.0056 0.0056

IOPs per mailbox 0.12 0.24

Megacycles per mailbox 3.0 3.5

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Table 29. Performance results for Loadgen Test 2

Performance counter Target Test 2 results

Hy

pe

r-V

Ro

ot

Se

rve

rs Hyper-V Hypervisor Logical Processor(_total)\% Guest Run Time <75% 36%

Hyper-V Hypervisor Logical Processor(_total)\% Hypervisor Run Time <5% 2%

Hyper-V Hypervisor Logical Processor(_total)\% Total Run Time <80% 38%

Pri

ma

ry M

ail

bo

x

Se

rve

rs

Hyper-V Hypervisor Logical Processor(VP0-3)\% Guest Run Time <80% 80%

MSExchange database\I/O database reads (attached) average latency <20 ms 20.5 ms

MSExchange database\I/O database writes (attached) average latency <20 ms

<Reads Avg.

27 ms

MSExchange database\IO log writes average latency <20 ms 5 ms

MSExchangeIS\RPC requests <70 6

MSExchangeIS\RPC averaged latency <10ms 2 ms

CA

S/H

UB

Se

rve

r c

om

bo

Hyper-V Hypervisor Logical Processor(VP0-3)\% Guest Run Time <80% 48%

MSExchange RpcClientAccess\RPC Averaged Latency <250ms 12

MSExchange RpcClientAccess\RPC Requests <40 43

MSExchangeTransport Queues(_total)\Aggregate Delivery Queue Length (All Queues)

<3000 12

\MSExchangeTransport Queues(_total)\Active Remote Delivery Queue Length

<250 0

\MSExchangeTransport Queues(_total)\Active Mailbox Delivery Queue Length

<250 12

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Test 3 – Site failure simulation

Objectives The objective of this test was to validate the Exchange environment performance

during a site failure condition. Each Hyper-V host and VM’s performance was measured against Microsoft’s recommended performance targets and thresholds.

Configuration During this test, we perform a site failure scenario where the secondary images are

activated on the stand-by servers. This results in 20,000 mailboxes running in the second site (at 70% concurrency).

Performance results and analysis

The results in Table 30 and Table 31 show that all Hyper-V servers and Exchange VMs handled the peak load and the majority of them achieved results within the target metrics. A slight increase in logical processor (LP) utilization of up to 85 percent was observed on the Hyper-V root servers. This was due to an additional load placed on the CAS and HUB servers as they were serving double the load of user mail activity. Achieved megacycles per mailbox were 3.7 (3,794 * 4 *.43 / 1,750 = 3.7).

Table 30. Validation of the expected load for Test 3

Parameter Target Tested 3 results

Message delivery rate per mailbox 0.0056 0.0056

IOPs per mailbox 0.12 0.13

Megacycles per mailbox 3.0 3.7

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Table 31. Performance results for Loadgen Test 3

Performance counter Target Test 3 results

Hy

pe

r-V

Ro

ot

Se

rve

rs Hyper-V Hypervisor Logical Processor(_total)\% Guest Run Time <75% 41%

Hyper-V Hypervisor Logical Processor(_total)\% Hypervisor Run Time

<5% 2%

Hyper-V Hypervisor Logical Processor(_total)\% Total Run Time <80% 43%

Pri

ma

ry M

ail

bo

x

Se

rve

rs

Hyper-V Hypervisor Logical Processor(VP0-3)\% Guest Run Time <80% 43%

MSExchange database\I/O database reads (attached) average latency

<20 ms 9 ms

MSExchange database\I/O database writes (attached) average latency

<20 ms

<Reads Avg.

6 ms

MSExchange database\IO log writes average latency <20 ms 5 ms

MSExchangeIS\RPC requests <70 3

MSExchangeIS\RPC averaged latency <10ms 2 ms

CA

S/H

UB

Se

rve

r c

om

bo

Hyper-V Hypervisor Logical Processor(VP0-3)\% Guest Run Time <80% 41%

MSExchange RpcClientAccess\RPC Averaged Latency <250ms 12 ms

MSExchange RpcClientAccess\RPC Requests <40 8

MSExchangeTransport Queues(_total)\Aggregate Delivery Queue Length (All Queues)

<3000 13

\MSExchangeTransport Queues(_total)\Active Remote Delivery Queue Length

<250 0

\MSExchangeTransport Queues(_total)\Active Mailbox Delivery Queue Length

<250 12

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In-site database switchover with EMC Replication Enabler for Exchange 2010

One of the EMC Replication Enabler components is the REE Exchange Listener

service. This REE service responds to Exchange notifications and automatically moves Exchange databases to an alternate Mailbox server if it finds any problems with the primary Mailbox server. To start the REE Exchange Listener service, run the following command:

[PS] C:\Windows\system32>Start-REEExchangeListener

EMC Replication Enabler includes a set of Powershell cmdlets to perform various maintenance operations. A full set of REE cmdlets is provided in the Appendix C and in the reference document listed in the EMC Replication Enabler for Microsoft Exchange Server 2010 Installation and Configuration Guide available on

powerlink.emc.com.

To perform a database switchover manually, use the following command to move the database from one server to another.

Move-REEActiveMailboxDatabase -Identity <Database name> -MailboxServer <DAG Member in Primary Site> -Mount

Datacenter switchover validation

Datacenter switchover process

Managing a datacenter or site failure is different than managing the types of failures that can cause a server or database failover. In a HA configuration, the system initiates the automatic recovery, and the failure typically leaves the messaging system in a fully functional state.

By contrast, a datacenter failure is considered a disaster recovery event, and as such, recovery must be manually performed and completed in order for the client service to be restored and for the outage to end. This process is called a datacenter switchover.

As with many disaster recovery scenarios, prior planning and preparation for a datacenter switchover can simplify your recovery process and reduce the duration of your outage.

There are two basic steps that you need to complete to perform a datacenter switchover, after making the initial decision to activate the second datacenter:

1. Activate the Mailbox servers

2. Activate the other server roles

The following sections describe each of these steps.

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Step 1. Activating Mailbox servers

Before activating the DAG members in the second datacenter, we recommend that you validate that the infrastructure services in the second datacenter are ready for messaging service activation.

If the DAG cluster loses quorum due to a disaster at the primary datacenter, the cluster service and the EMC REE service on the surviving DAG member servers at the secondary site will be in a stopped state. Perform the following steps:

1. Start these services by running the following commands from an elevated command prompt on each surviving DAG member server at the secondary site.

net start clussvc /forcequorum

net start "EMC Replication Enabler for Exchange 2010"

2. Activate the databases by running the following power shell cmdlet:

Move-REEActiveMailboxDatabase -Identity <Database name> -

MailboxServer <DAGMemberInSecondSite>

If the replication link is broken between the primary and secondary sites and the secondary images are not in sync with primary images you have to retry the above command with a force switch.

Move-REEActiveMailboxDatabase -Identity <Database name> -

MailboxServer <DAGMemberInSecondSite> -Force

Note:

By running Move-REEActiveMaiboxDatabase, REE automatically handles

the storage failover (i.e., mirror promotion).

3. Check the event logs and review all error and warning messages to ensure that the secondary site is healthy. Follow up on and correct all issues prior to mounting the databases.

4. Mount the databases using the following power shell cmdlet:

Get-MailboxDatabase <DAGMemberInSecondSite> | Mount-Database

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Step 2. Activating Client Access servers

Clients connect to service endpoints to access the Microsoft Exchange services and data. Activating Internet-facing Client Access servers, therefore, involves changing DNS records to point to the new IP addresses to be configured for the new service endpoints. Clients will then automatically connect to the new service endpoints in one of two ways:

Clients continue attempting to connect, and automatically connect after the TTL has expired for the original DNS entry, and after the entry expired from the client's DNS cache. Users can also run the ipconfig /flushdns command from a command prompt to clear their DNS cache manually.

As the Outlook clients start or restart, they perform a DNS lookup on and obtain the new IP address for the service endpoint, which is a Client Access server or array in the second datacenter.

To validate this scenario with Loadgen, perform the following steps:

1. Change the DNS entry for the Client Access array to point to the VIP of the HWLB in the secondary site.

2. Run the ipconfig /flushdns command on all Loadgen servers.

3. Restart the Loadgen load.

4. Verify that the CAS servers in the secondary site are servicing the load.

Validating primary datacenter service restoration (failback)

Overview Failback is the process of restoring service to a previously failed datacenter. The

steps used to perform a datacenter failback are similar to the steps used to perform a datacenter switchover. A significant distinction is that datacenter failbacks are scheduled, and the duration of the outage is often much shorter.

It is important that you do not perform the failback until the infrastructure dependencies for Exchange are reactivated, functioning, stable, and validated. If these dependencies are not available or healthy, it is likely that the failback process will cause a longer than necessary outage, and It is possible that the process could fail altogether.

Restoring storage

To restore your CLARiiON storage replication after a site failure, perform the following steps:

1. Power on the storage at the failed site.

2. Restore the MirrorView and IP links.

3. All consistency groups that are not locally promoted are marked as ―Waiting on Admin‖ in Navisphere. For each consistency group that is marked ―Waiting on Admin", do the following:

a. From Navisphere, right-click on each consistency group and choose Synchronize from drop down-menu.

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b. Wait for the consistency groups to synchronize.

4. The process of restoring consistency groups that are locally promoted at the secondary site is more detailed. For each consistency group that is locally promoted, perform the following sequence of steps:

a. From Navisphere, destroy the consistency groups on both CLARiiON arrays. Open CG Properties and click the Force Destroy button.

b. Destroy the remote mirrors on the CLARiiON array at the failed site. Open Mirror Properties, select the Primary Image tab and click the Force Destroy button.

c. Remove the corresponding LUNs from the storage group on the CLARiiON array at the failed site.

d. Right-click each remote mirror on the CLARiiON array at the surviving site, and choose Add Secondary Storage.

e. Choose the LUN from the CLARiiON array at the failed site.

f. Create a new consistency group using the same name.

g. Add all remote mirrors that were part of the original consistency group.

h. Add the corresponding LUNs to the storage group on the CLARiiON array at the failed site.

Mailbox server role failback

The Mailbox server role should be the first role that has to fail back to the primary datacenter. The following steps detail the Mailbox server role failback.

1. Start the Mailbox servers at the primary site and verify the cluster service and ―EMC Replication Enabler for Exchange 2010‖ service are started.

2. Update the REE configuration by running the following powershell cmdlet:

Update-REEDatabaseInfo

3. Dismount the databases being reactivated in the primary datacenter from the second datacenter using the following power shell cmdlet:

Dismount-Database -Identity <Database name>

4. After dismounting the databases, move the Client Access server URLs from the second datacenter to the primary datacenter by changing the DNS record for the URLs to point to the Client Access server or array in the primary datacenter.

Important: Do not proceed to the next step until the Client Access server URLs have moved and the DNS TTL and cache entries are expired. Activating the databases in the primary datacenter prior to moving the Client Access server URLs to the primary datacenter results in an invalid configuration (for example, a mounted database that has no Client Access servers in its Active Directory site).

5. You can now activate or move the databases by running the following power shell cmdlet:

Move-REEActiveMailboxDatabase -Identity <Database name> -MailboxServer <DAGMemberInPrimary Site>

6. Mount the databases using the following power shell cmdlet:

Mount-Database -Identity <Database name>

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Chapter 9: Conclusion

This document provides an overview of a zero data loss disaster recovery solution

designed, built, and tested by EMC in partnership with Microsoft, Brocade and Dell. It highlights the benefits of leveraging EMC Replication Enabler for Exchange 2010 to provide SAN-based block-level synchronous replication as an alternative to native Exchange’s 2010 DAG network log shipping asynchronous replication. The paper also highlights a fully virtualized Exchange 2010 deployment on EMC Unified Storage with Microsoft Hyper-V, Brocade load balancers, LAN and SAN solutions, and Dell PowerEdge servers. Testing was conducted at the Enterprise Engineering Center (EEC), Microsoft’s state-of-the-art enterprise solutions, validation laboratory on their main campus in Redmond, Washington.

This white paper documents the value of leveraging SAN-based synchronous replication with EMC Unified Storage to achieve a zero data loss and lowest possible RPO. This provides tremendous value to Exchange 2010 environments. It allows customers to implement Mailbox servers in mailbox resiliency configurations with database-level replication and failover. EMC’s REE integrates directly into Microsoft Exchange 2010 and provides replication and disaster recovery for the Exchange 2010 databases.

Brocade provides a reliable infrastructure for deploying a highly available virtualized Exchange solution in a metropolitan data environment. It is easy to deploy, manage, and integrate into both new and existing IT environments. For Exchange 2010, the Brocade Serverlron ADX ensures affinity and load balancing of the traffic going to the Exchange servers.

Dell’s PowerEdge R910 helps you get the most out of virtualization. Its features enable you to accelerate virtualization deployment and attain optimal performance with its embedded hypervisor shipped preloaded on the servers.

The value of deploying Exchange 2010 in a virtualized environment by consolidating over 20,000 users onto four Dell PowerEdge R910 servers between two datacenters provided a three-to-one consolidation that would require up to 32 servers in a physical Exchange deployment.

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Appendixes

Appendix A: References

White papers For additional information, see the white papers listed below.

EMC CLARiiON Virtual Provisioning

http://www.emc.com/collateral/hardware/white-papers/h5512-emc-clariion-virtual-provisioning-wp.pdf

Deploying the Brocade ServerIron ADX with Microsoft Exchange Server 2010 http://www.brocade.com/downloads/documents/solution_guides/BrocadeADX_MSExchange2010_GA-DG-303-00.pdf

Product documentation

For additional information, see the documentation for the products listed below.

EMC CLARiiON CX4-480

Microsoft Exchange Server 2010

Dell PowerEdge R910:

R910 Product Details Page: http://www.dell.com/us/en/enterprise/servers/poweredge-r910/pd.aspx?refid=poweredge-r910&s=biz&cs=555

R910 Product Spec Sheet: http://www.dell.com/downloads/global/products/pedge/en/poweredge-r910-specs-en.pdf

R910 Cabling White Paper: http://www.dell.com/downloads/global/products/pedge/en/R910-Cabling-White-Paper.pdf

Brocade networking solutions:

Brocade ServerIron ADX Family of Application Delivery Controllers http://www.brocade.com/products-solutions/products/application-delivery/serveriron-adx-series/index.page

Brocade ServerIron ADX Security Guide (Chapter 6 - SSL Acceleration) http://www.brocade.com/downloads/documents/product_manuals/B_ServerIron/ServerIron_1221_SecurityGuide.pdf

Brocade NetIron MLX and FastIron Ethernet Switches and Routers http://www.brocade.com/dotcom/products-solutions/products/ethernet-switches-routers/enterprise-mobility/index.page?

Brocade SAN Switches (Brocade 300 SAN Switch) http://www.brocade.com/products-solutions/products/switches/product-details/index.page

Brocade Server Connectivity (Brocade 825 Dual Port 8G HBA) http://www.brocade.com/products-solutions/products/server-

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connectivity/product-details/index.page

Brocade – Microsoft Exchange Partner Site http://www.brocade.com/sites/dotcom/partnerships/technology-alliance-partners/technology-alliances/Microsoft/Microsoft-Exchange-Server/index.page

Other documentation

For additional information, see the documents listed below.

Dell’s Exchange 2010 Advisor Tool http://advisors.dell.com/advisorweb/Advisor.aspx?advisor=b6372fc5-7556-4340-8328-b8a88e2e64b2-001ebc&c=us&l=en&cs=g_5

Dell’s Exchange 2010 Page http://www.dell.com/exchange2010

Dell’s Exchange 2010 Architecture Models white paper http://www.dell.com/downloads/global/solutions/security/exchange_2010.pdf

Microsoft Exchange 2010 Mailbox Server Processor Capacity Planning http://technet.microsoft.com/en-us/library/ee712771.aspx

Microsoft Exchange 2010 – Understanding Mailbox Database Cache http://technet.microsoft.com/en-us/library/ee832793.aspx

Microsoft Exchange 2010 Mailbox Server Role Requirements Calculator http://msexchangeteam.com/archive/2009/11/09/453117.aspx

Exchange 2010 Performance and Scalability Counters and Thresholds http://technet.microsoft.com/en-us/library/dd335215.aspx

Microsoft Exchange 2010 Overview of Mailbox Server Role http://technet.microsoft.com/en-us/library/bb124699.aspx

SPEC CPU2006 http://www.spec.org/cpu2006/

Intel Xeon Processor 7500 Series Overview http://www.intel.com/cd/channel/reseller/asmo-na/eng/products/server/processors/7500/feature/index.htm?prn

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Appendix B: REE Powershell Cmdlets Reference

Overview Full reference to REE Powershell cmdlets and detailed information about REE

installation and configuration can be found in the Replication Enabler for Microsoft Exchange Server 2010 Installation and Configuration Guide available at http://powerlink.emc.com/km/live1/en_US/Offering_Technical/Technical_Documentation/300-010-675.pdf

To use REE Powershell cmdlets, open the Exchange Management Shell and import REECli.Base module. Use the get-command to display a list of available REE cmdlets, for example:

[PS] C:\Windows\system32>import-module REECli.Base

[PS] C:\Windows\system32>get-command -module REECli.Base

Parameters to REE Cmdlets

Cmdlets parameters vary with the command. Table 32 lists the most common parameters.

Table 32. Common REE cmdlet parameters

Parameter Description

-MailboxServer <String> Specifies the Mailbox Server where the cmdlet will be executed. If not specified the cmdlet executes on the server where the powershell console is running.

When used during the move database request the database will be moved to the specified Mailbox server.

-Single This parameter specifies the command should be executed only on the specified Mailbox Server as opposed to all the servers in the DAG.

If you do not specify the Mailbox Server, the cmdlet executes on server where the powershell console is running.

For example, the following cmdlet is executed on the server PE-MB01 and displays the information related to the REE plug-ins detected on the mailbox server PE-MB01.

Get-REEPluginInfo -Single -MailboxServer PE-MB01

The following cmdlet is executed on the server PE-MB01 and

displays the information related to the REE plug-ins detected on all mailbox servers in the DAG.

Get-REEPluginInfo -MailboxServer PE-MB01

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List of REE cmdlets

Table 33 lists and describes the REE cmdlets.

Table 33. REE cmdlets

Cmdlet Description

Get-REEPluginInfo [-Single] [-MailboxServer <String>]

Lists the installed REE plugins, versions and their state: Enabled/Disabled.

Enable-REEPlugin -Identity <String> [-Single] [-MailboxServer <String>]

Enables the specified plugin. Plugin name or Id must be specified using the ―Identity‖ parameter.

Disable-REEPlugin -Identity <String> [-Single] [-MailboxServer <String>]

Disables the specified plugin. Plugin name or Id must be specified using the ―Identity‖ parameter.

Set-REEPluginConfig -Plugin <String> -ConfigFile <String> [-Single] [-MailboxServer <String>]

Sets or updates the plug-in configuration with information like IP addresses or credentials. This information is encrypted and stored by the REE Framework.

Update-REEDatabaseInfo [-Single] [-MailboxServer <String>]

Triggers the discovery of replicated LUNs and their relationships to the mailbox database copies. REE flags any inconsistencies as configuration errors. To see the up-to-date information including configuration errors (if any) run the cmdlet ―Get-REEDatabaseInfo‖.

Get-REEDatabaseInfo [-MailboxServer <String>]

Lists the discovered databases, local, and remote copies and configuration errors (if any) for each database

Get-REEMailboxDatabaseCopyStatus [-Identity <String>] [-Server <String>] [-Active]

Replaces the native Exchange Server cmdlet ―Get-MailboxDatabaseCopyStatus‖

Enable-REEDatabaseTargetImageAccess -Identity <String> [-Single] [-MailboxServer <String>]

By default, the database target images are not accessible for read. In configurations that require this access, you can use this cmdlet to make database target images read enabled. Specify the database name or ID using the ―Identity‖ parameter.

Disable-REEDatabaseTargetImageAccess -Identity <String> [-Single] [-MailboxServer <String>]

Disables read access to the database target images. Specify the database name or ID using the ―Identity‖ parameter.

Get-REEExchangeListenerStatus [-Single] [-MailboxServer <String>]

Processes the move database (failover) notifications from the Exchange Server. This cmdlet displays the status of the REE Exchange Listener.

Start-REEExchangeListener [-Single] [-MailboxServer <String>]

Starts the REE Exchange Listener

Stop-REEExchangeListener [-Single] [-MailboxServer <String>]

Stops the REE Exchange Listener.

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Get-REEPrimaryActiveManager [-MailboxServer <String>]

Lists the current primary Active Manager. Active Manager runs on all Mailbox servers that are members of a database availability group (DAG). There are two Active Manager Roles: Primary Active Manager (PAM) and Standby Active Manager (SAM). Only one of the mailbox servers in a DAG can be PAM at any give n time. PAM is responsible for getting topology change notifications and reacting to server failures. REE coordinates and utilizes the services of PAM during move database operation.

Move-REEActiveMailboxDatabase –Identity <String> -MailboxServer <String> [-Mount] [-Force]

Moves the DB from one Mailbox server to another. Specify the database name or ID using the ―Identity‖ parameter.

Use mount switch to specify if the database

needs to be mounted after the move completes.

Use force switch to fail over a remote copy,

where the database target image status is other than consistent or synchronized for MirrorView or replicating for Recover Point.

Note: This prevents any data loss by accidentally

failing over a database copy that is out of sync.