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Handbook
1EDITOR’S NOTE
2THE BENEFITS AND CHALLENGES OF EXCHANGE VIRTUALIZATION
3VIRTUALIZING EXCHANGE 2010 ON vSPHERE? HERE’S WHAT TO KNOW
4TWO BARRIERS TO SUCCESSFUL EXCHANGE VIRTUALIZATION
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Virtualizing Microsoft Exchange ServerWhile virtualizing Exchange Server can reduce operational costs and simplify server management, choosing the best path is no simple process. You’ll need the right hypervisor, the right plan and the right skills to be sure your Exchange virtualization project delivers on its promise.
Home
Editor’s Note
The Benefits and Challenges
of Exchange Virtualization
Virtualizing Exchange 2010
on vSphere? Here’s What
to Know
Two Barriers to Successful
Exchange Virtualization
2 V I RTUA L I Z I N G M I C RO S O FT EXC H A N G E S E RV E R
1EDITOR’S NOTE
Exchange Virtualization: An Appealing (and Scary) Idea
It can be difficult to warm up to the idea of breaking down an essential and
reliable piece of your IT infrastructure, but that’s what you’re doing when you
consider virtualizing your organization’s Exchange Server. Even once you and
your company’s decision makers become comfortable with the idea, there’s the
complex task of actually putting your particular Exchange deployment to work on
a virtualization platform. It’s daunting enough to make even seasoned IT profes-
sionals wonder why they ever entertained the notion.
But while virtualizing Exchange is a complex task, it’s not an impossible one.
And, if done correctly, it has significant advantages in terms of cost savings and
more flexible management.
This handbook will help you sort through the platform options and plan for a
successful virtualization effort. Exchange MVP Andy Grogan discusses the ways
a typical physical Exchange deployment might benefit from virtualization. He
explains how to evaluate your particular IT organization to determine how you
should go about selecting a hypervisor that fits, and he offers suggestions on how
to proceed depending on which version of Exchange you will be virtualizing.
Virtualization specialist David Davis offers guidance on how you might use
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Editor’s Note
The Benefits and Challenges
of Exchange Virtualization
Virtualizing Exchange 2010
on vSphere? Here’s What
to Know
Two Barriers to Successful
Exchange Virtualization
3 V I RTUA L I Z I N G M I C RO S O FT EXC H A N G E S E RV E R
1EDITOR’S NOTE
vSphere, the market-leading hypervisor platform, to virtualize Exchange. Ex-
change expert Devin Ganger, meanwhile, details two specific obstacles that could
derail a successful Exchange virtualization initiative.
We hope the guidance here will ease some of the concerns you might have
about virtualized Exchange, and provide some particular recommendations for
how to make the effort pay off. n
Phil Sweeney
Managing Editor, TechTarget
Data Center and Virtualization Group
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Editor’s Note
The Benefits and Challenges
of Exchange Virtualization
Virtualizing Exchange 2010
on vSphere? Here’s What
to Know
Two Barriers to Successful
Exchange Virtualization
4 V I RTUA L I Z I N G M I C RO S O FT EXC H A N G E S E RV E R
2BENEFITS AND CHALLENGES
The Benefits and Challenges of Exchange Virtualization
Since Exchange 2007, Microsoft has supported—with caveats—the virtual-
izing of Exchange Server on any hypervisor that is part of the Server Virtualiza-
tion Validation Program (SVVP). This was a popular decision with many Exchange
administrators, as it gave them the option to take
advantage of virtualization’s many efficiencies.
Having the capability to virtualize Exchange,
however, does not mean it is simple to do so. The
complexity of the task depends on the features of
your chosen vendor’s hypervisor, the version of Ex-
change and the Exchange roles that an administrator
plans to use. We’ll look at those considerations and
discuss the ways an organization should think about
selecting a vendor and product that are appropriate
in terms of scale and cost.
There are a number of good reasons an organiza-
tion might turn to virtualization, though the primary rationale will fall into one
or more of the following categories:
Microsoft has supported the virtualizing of Exchange Server on any hypervisor that is part of the Server Virtualization Validation Program.
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Editor’s Note
The Benefits and Challenges
of Exchange Virtualization
Virtualizing Exchange 2010
on vSphere? Here’s What
to Know
Two Barriers to Successful
Exchange Virtualization
5 V I RTUA L I Z I N G M I C RO S O FT EXC H A N G E S E RV E R
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1.Cutting hardware and software expenditures.
2.Cutting data center costs (power, cooling, physical footprint).
3.Reducing overall running expenses.
4.Simplifying server management.
5.Increasing uptime, decreasing downtime, shortening recovery time
and reducing data loss.
To illustrate these points, let’s consider the simple Exchange 2010 SP3 physical
deployment shown in FIGURE 1.
FIGURE 1. A simple physical Exchange deployment
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Editor’s Note
The Benefits and Challenges
of Exchange Virtualization
Virtualizing Exchange 2010
on vSphere? Here’s What
to Know
Two Barriers to Successful
Exchange Virtualization
6 V I RTUA L I Z I N G M I C RO S O FT EXC H A N G E S E RV E R
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FIGURE 1 provides an overview of the Exchange Servers and roles that might be
present within a typical Exchange 2010 physical deployment for a medium to
large enterprise. The setup and running costs for that environment, including
hardware, power, cooling, administration and operating system licensing, could be
significantly reduced through virtualization. Further savings in this example would
result from using Windows Server 2008 R2 Enterprise Edition with Microsoft’s
Hyper-V, which allows you to license each physical host with virtualization rights.
There are, of course, other hypervisors you
might want to use in the above scenario, such as
those from Citrix and the ubiquitous VMware. The
main point is that you should be able to realize a
return on your virtualization investment, irrespec-
tive of the hypervisor platform.
Alternatively, if you do not wish to go the virtu-
alization route, you could look at achieving similar
outcomes by migrating your messaging infrastruc-
ture to a hosted/cloud offering such as Office 365.
This effectively outsources responsibility for your mail system.
It is true that by adopting a cloud model you can leverage some of the same
benefits to virtualization in terms of cost and administrative savings. But there
are potential downsides to placing your mail system in the cloud.
You should be able to realize a return on your virtualization investment, irrespective of the hypervisor platform.
Home
Editor’s Note
The Benefits and Challenges
of Exchange Virtualization
Virtualizing Exchange 2010
on vSphere? Here’s What
to Know
Two Barriers to Successful
Exchange Virtualization
7 V I RTUA L I Z I N G M I C RO S O FT EXC H A N G E S E RV E R
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Many organizations are still struggling with the idea that having their data in
the cloud means losing sight of their information assets. This feeling is heightened
when a mail system contains confidential data. Reluctance about the cloud also
stems from concerns about maintaining uptime and connectivity. It can be wor-
risome to depend on a third party’s infrastructure, and it might be discomforting
to realize that upgrades and patching are performed on the third party’s timetable
and not yours.
VIRTUALIZATION OPTIONSThere are a number of approved hypervisors on the SVVP list, but the market has
three main players.
n VMware (vSphere). VMware Inc. is firmly established in the virtualization mar-
ket and its hypervisor is considered by many to be the industry standard. With
a relatively small Linux footprint on the host server and rich integration with a
number of hardware and storage platforms, it is seen as more mature and more
stable than its competitors. Those attributes make vSphere an attractive prospect
for virtualizing Exchange, though it is not the cheapest option and its enterprise
management features are not as integrated as those in products such as Microsoft
Hyper-V.
Home
Editor’s Note
The Benefits and Challenges
of Exchange Virtualization
Virtualizing Exchange 2010
on vSphere? Here’s What
to Know
Two Barriers to Successful
Exchange Virtualization
8 V I RTUA L I Z I N G M I C RO S O FT EXC H A N G E S E RV E R
2BENEFITS AND CHALLENGES
n Citrix (XenServer). XenServer by Citrix Systems Inc., which is now in Version
6.1, is maturing rapidly into a viable alternative to products from VMware and
Microsoft. It is deployed as a Linux-based hypervisor on the XenServer host ma-
chine, and is considered less costly to run than vSphere. Even so, it has struggled
to gain traction because its earlier versions were light on the types of features that
had been established long ago in VMware.
n Microsoft (Hyper-V). At Version 3.0, Microsoft Hyper-V is a relative newcomer
to the virtualization market. It has quickly matured since its debut and can be run
on top of a full Windows graphical user interface or on Windows Server Core.
Naturally, Hyper-V integrates well with Windows platforms and has a wealth of
familiar management tools in the form of Microsoft System Center and the tra-
ditional Microsoft Management Console (MMC).
With Hyper-V being a core part of the Windows OS, it has a compelling licens-
ing model over that of both VMware and XenServer. For example, if you purchase
the Datacenter edition of Windows 2012 you get Hyper-V and can run an unlim-
ited number of Windows-based guests on that host.
Despite its licensing advantages and improving technology, Hyper-V still does
not have the pedigree of products like vSphere and it remains to be seen if Version
3.0 (released with Windows Server 2012) can make a noticeable dent in VMware’s
market lead.
Home
Editor’s Note
The Benefits and Challenges
of Exchange Virtualization
Virtualizing Exchange 2010
on vSphere? Here’s What
to Know
Two Barriers to Successful
Exchange Virtualization
9 V I RTUA L I Z I N G M I C RO S O FT EXC H A N G E S E RV E R
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PLATFORM SELECTIONIn small to medium-sized deployments, there is little difference functionally
among the three main players. Distinctions become sharper, however, when build-
ing large, high-performing, highly available virtualization infrastructures. Because
of their high-end scalability features, vSphere and Hyper-V will make more sense
in those situations.
Beyond the scale of deployment and cost, consider other criteria when con-
templating platform options:
n Reputation. You’ll need to determine how important it is to you or your business
that you select a product that’s considered a market leader or that comes from a
favorite vendor.
n Support. Assess how well a vendor supports its products. You do not want to be
left on your own after making a purchase.
n Internal skill sets. Figure out if the skills within your organization are aligned
to a particular virtualization platform. This might influence which vendor you
standardize on.
n Simplicity. If your organization does not require all the high-end functionality
Home
Editor’s Note
The Benefits and Challenges
of Exchange Virtualization
Virtualizing Exchange 2010
on vSphere? Here’s What
to Know
Two Barriers to Successful
Exchange Virtualization
1 0 V I RTUA L I Z I N G M I C RO S O FT EXC H A N G E S E RV E R
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in the VMware and Microsoft products, does XenServer become more attractive?
From a specification point of view, TABLE 1 summarizes some of the metrics
worth considering when selecting a hypervisor. Look at which virtualization fea-
tures are supported by the Exchange version that you will be using. Check to see
TABLE 1. Quick features comparison table
HYPER-V (2012) XENSERVER (6.0) VSPHERE ENT+
Logical Processors (Cores) 320 64 160
Physical Memory 4 TB 1 TB 2 TB
vCPUs per Host 2048 160 2048
vCPUs per VM 64 16 32
RAM per VM 1 TB 128 GB 1 TB
Active VMs per Host 1024 130 512
Maximum VMs 4000 960 3000
Nodes per Cluster 64 16 32
Maximum Virtual Disk Size 64 TB VHDX 2 TB 2 TB VMDK
Port Mirroring Yes Yes Yes
HA Migration Yes Yes Yes
Live Storage Migration Yes No Yes
Network Virtualization Yes No Third-party
Home
Editor’s Note
The Benefits and Challenges
of Exchange Virtualization
Virtualizing Exchange 2010
on vSphere? Here’s What
to Know
Two Barriers to Successful
Exchange Virtualization
1 1 V I RTUA L I Z I N G M I C RO S O FT EXC H A N G E S E RV E R
2BENEFITS AND CHALLENGES
if those features are within any one of the hypervisors in the table, how much you
intend to scale the environment over the next five years and how much money you
have available to spend.
When you consider virtualizing Microsoft Exchange, it is tempting to think it
makes more sense to use Microsoft’s Hyper-V to do the job. That’s not necessarily
the case. Exchange will virtualize well on almost any
hypervisor as long as the underlying platform has
been well architected. Since the chosen hypervisor
is only one part of the equation, you need to see
the entire landscape. That means looking at hosts,
storage, networking and hypervisor to see how well
they will work together.
It is true you can leverage some compelling
licensing and platform unification by going the
Hyper-V route with Exchange. From a techni-
cal perspective, though, you will not go wrong virtualizing Exchange on either
vSphere or XenServer.
SPECIAL CONSIDERATIONSDepending on the version of Exchange you are using, there are a number of
You can leverage some compelling licensing and platform unification by going the HyperV route with Exchange.
Home
Editor’s Note
The Benefits and Challenges
of Exchange Virtualization
Virtualizing Exchange 2010
on vSphere? Here’s What
to Know
Two Barriers to Successful
Exchange Virtualization
1 2 V I RTUA L I Z I N G M I C RO S O FT EXC H A N G E S E RV E R
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variables you’ll need to take into account to ensure that any environment you
build remains supported by Microsoft. Some of these considerations will dictate
which features of the hypervisor platform you can use and the type of storage
configurations you can put in place.
n Exchange 2007. Exchange Server 2007 is supported in production using hard-
ware virtualization, but only when the chosen hypervisor is on the SVVP list.
Also, the Exchange guests must run Exchange 2007 SP1 or higher, and the Unified
Messaging server role cannot be virtualized.
You must also ensure that the storage used by the Exchange guests for Exchange
data (databases, transaction logs, queues, etc.) is block-level storage. Exchange
does not support using technologies such as network-attached storage (NAS).
It is important to note that Exchange does not support dynamically expanding
virtual disks, nor should you snapshot data disks or virtual machines within the
hypervisor. To remain supported operationally, you should not install software
other than antivirus, backup or virtualization management tools within the Ex-
change virtual guests. If you plan to use cluster continuous replication (CCR) and
single copy clusters (SCC), you can only do so when the native hypervisor high
availability (HA) is not used.
n Exchange 2010. For Exchange 2010 RTM, the support policy for virtualization
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Virtualizing Exchange 2010
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Two Barriers to Successful
Exchange Virtualization
1 3 V I RTUA L I Z I N G M I C RO S O FT EXC H A N G E S E RV E R
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is pretty much the same as for Exchange 2007. However, with 2010 Service Pack
1, Microsoft’s support stance changed so that now all Exchange 2010 server roles,
including Unified Messaging, are supported as a guest. Also, database availability
groups (DAGs) can be used in conjunction with hypervisor HA features as long
as the virtual machines are configured to shut down and cold boot or an online
migration (such as live migration or VMware vMotion) is used.
n Exchange 2013. The virtualization support stance for Exchange 2013 is almost
identical to Exchange 2010 Service Pack 1. To dive deeper, Microsoft’s TechNet
has detailed notes on the supported virtualization configurations.
HYPERVISOR PERFORMANCEIn considering a platform, there are many factors to examine. The hardware being
used, the storage infrastructure, the networking and storage interconnects, and
other virtual workloads within the same virtualized cluster can all play a part in
how well the overall system performs.
There can be a valid discussion about which platform scales best according to
how your organization’s needs change over time. In the case of medium to large
enterprises looking to run internal and external services within their infrastruc-
tures, perhaps your best options are Hyper-V and vSphere.
Home
Editor’s Note
The Benefits and Challenges
of Exchange Virtualization
Virtualizing Exchange 2010
on vSphere? Here’s What
to Know
Two Barriers to Successful
Exchange Virtualization
14 V I RTUA L I Z I N G M I C RO S O FT EXC H A N G E S E RV E R
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Some in the business will insist that Hyper-V is not a valid deployment solu-
tion because it does not scale the way vSphere can. Others will argue that Mi-
crosoft already provides services to hundreds of thousands of its users each day
based on systems running Hyper-V.
The message here is to do your own research. Don’t let those with strong
opinions sway you toward a product that they prefer but that might not be right
for the job at hand. Find out how your requirements, skill sets and budget align
with the available products.
It’s important to evaluate each possible hypervisor and the underlying archi-
tecture so that you select a platform that will meet your organization’s needs in
a cost-effective and efficient way. —Andy Grogan
Home
Editor’s Note
The Benefits and Challenges
of Exchange Virtualization
Virtualizing Exchange 2010
on vSphere? Here’s What
to Know
Two Barriers to Successful
Exchange Virtualization
1 5 V I RTUA L I Z I N G M I C RO S O FT EXC H A N G E S E RV E R
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Virtualizing Exchange 2010 on vSphere? Here’s What You Need to Know
Although virtualizing Exchange Server 2010 might seem like the end-
game, the process is rarely straightforward and optimal deployment strategies
aren’t always obvious. Administrators must take additional steps to optimize
performance, correct resource shortages or troubleshoot problems that arise as a
consequence of Exchange 2010 virtualization.
Many instances of virtualized Exchange 2010 run poorly because adminis-
trators didn’t do enough planning. The primary reason for unsatisfactory de-
ployments—or outright failures—is disregarding best practices. Here’s what
administrators need to know:
n When allocating processors, assign only multiple virtual CPUs (vCPUs) if you
can determine that your Exchange virtual machines (VMs) can really take ad-
vantage of the additional processors; otherwise, you’re wasting resources. Start
with the smallest number of vCPUs and work your way up as needed.
n Ensure that the total number of vCPUs assigned to all Exchange 2010 VMs is
equal to (or less than) the total number of cores on the ESX host machine. If you
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The Benefits and Challenges
of Exchange Virtualization
Virtualizing Exchange 2010
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to Know
Two Barriers to Successful
Exchange Virtualization
1 6 V I RTUA L I Z I N G M I C RO S O FT EXC H A N G E S E RV E R
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assign more vCPUs to mission-critical VMs than the physical host has avail-
able, you are overcommitting CPUs, and taking a chance that your Exchange
VMs won’t have CPU cycles when they’re needed. Instead of a 1:1 mapping
of cores to vCPUs, use CPU reservations to protect those CPU resources for
Exchange VMs.
n Overcommitting memory with VMware vSphere is common—and even rec-
ommended—but don’t overcommit memory when virtualizing Exchange 2010.
If you do, you’ll have to deal with memory ballooning, compression and pag-
ing—all of which will diminish performance.
n Use storage multi-pathing to ensure storage area network (SAN) availability.
VMware recommends providing a minimum of four paths from a VMware ESX
host to a storage array, which means the host requires at least two host bus
adapter (HBA) ports, two Fibre Channel ports and two SAN ports.
n Allocate separate network adapters and networks for vMotion, VMware fault-
tolerant logging traffic and ESX console access management. Use at least two
network adapters for Exchange production traffic to leverage VMware network
interface card (NIC) teaming capabilities. Generally, at least four network
adapters are recommended per ESX host.
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The Benefits and Challenges
of Exchange Virtualization
Virtualizing Exchange 2010
on vSphere? Here’s What
to Know
Two Barriers to Successful
Exchange Virtualization
1 7 V I RTUA L I Z I N G M I C RO S O FT EXC H A N G E S E RV E R
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n Use the VMXNET3 virtual network adapter driver instead of the default E1000.
In mission-critical VMs like Exchange 2010, the paravirtualized VMXNET3
will result in better performance. Also, ensure that VMware Tools is installed
on each VM as the VMXNET3 virtual NIC driver.
n Don’t skimp on host server hardware. No amount of virtualization features can
fix old or slow hardware.
n When virtualizing Exchange 2010, make sure you’re up-to-date with the latest
service pack.
n Use vSphere High Availability (HA) to automatically restart your Exchange
VMs in the event of a host failure.
IMPROVE VIRTUALIZED EXCHANGE 2010 RESOURCE UTILIZATIONVirtualization is all about maximizing the resources of each physical server. But
you never want to over-maximize your resources by skimping on CPU, memory
and I/O allocation. That’s a recipe for poor application performance and end-user
complaints.
First, use resource pools and reservations. Reservations involve individual
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Editor’s Note
The Benefits and Challenges
of Exchange Virtualization
Virtualizing Exchange 2010
on vSphere? Here’s What
to Know
Two Barriers to Successful
Exchange Virtualization
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VMs, and resource pools create reservations for multiple VMs in the pool. These
tactics allow you to protect your Exchange 2010 VM’s CPU and memory resources
from other less-critical VMs with variable resource needs in the same infrastruc-
ture cluster.
For example, by creating a pool called “Exchange2010,” and putting all Exchange
VMs inside and setting CPU and memory reservations on that pool, you are en-
suring solid Exchange performance (at least for CPU and memory).
Next, use the VMware Distributed Resource
Scheduler (DRS), which monitors VMs in a cluster,
to ensure they’re receiving the CPU and memory
they are configured for on a particular ESXi host. If
the VMs aren’t getting the resources needed, DRS
automatically moves the VMs to another ESXi host.
Lastly, employ the Storage Distributed Resource
Scheduler (SDRS). The vSphere 5 SDRS does for
storage what DRS does for CPU and memory. If
Exchange VM virtual disks are experiencing high
latency in their current data store, or if the data store is about to run out of space,
SDRS will use Storage vMotion to move those VM virtual disks to another,
better-performing or spacious data store without downtime to end users and
applications.
If the VMs aren’t getting the resources needed, DRS automatically moves the VMs to another ESXi host.
Home
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The Benefits and Challenges
of Exchange Virtualization
Virtualizing Exchange 2010
on vSphere? Here’s What
to Know
Two Barriers to Successful
Exchange Virtualization
19 V I RTUA L I Z I N G M I C RO S O FT EXC H A N G E S E RV E R
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COMMON PROBLEMS WITH VIRTUALIZED EXCHANGE 2010 PERFORMANCEEven a well-planned and well-executed Exchange 2010 virtualization project is
likely to run into problems. These troubles typically involve resources and storage:
n You determine that an Exchange VM is performing poorly. Investigate each
VM’s performance and compare it to the performance monitored with the previ-
ous physical deployment. You’ll probably find that the afflicted VMs are short of
computing resources, so allocate additional resources to boost performance or use
vMotion to move the Exchange VM to another host.
n You determine that storage capacity for mailboxes is running short. It’s pos-
sible to deploy an archiving or purging system to control data growth, but this is a
separate project. Instead, use virtualization tools to dynamically expand VM disks
or add more virtual disks to a VM.
You might also need to add more physical disks or deploy other data-reduction
tactics, such as data deduplication. It’s also important to use capacity planning
techniques to ensure adequate storage over time.
n You determine that storage performance is inadequate. Storage performance
monitoring will reveal unexpected latency between the Exchange VMs and
the SAN. Use SDRS to move the virtual disk to another data store. As a more
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of Exchange Virtualization
Virtualizing Exchange 2010
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Two Barriers to Successful
Exchange Virtualization
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permanent fix, you could address the underlying latency issue in the architecture.
In the end, the key to success when virtualizing Exchange 2010 is proper plan-
ning and education and the implementation of best practices. Exchange 2010
virtualization is proven, and advanced virtualization features will make Exchange
more reliable and improve uptime, while making the administrator’s life easier.
—David Davis
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Virtualizing Exchange 2010
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Two Barriers to Successful
Exchange Virtualization
2 1 V I RTUA L I Z I N G M I C RO S O FT EXC H A N G E S E RV E R
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Two Barriers to Successful Exchange Virtualization
With the various advances in hypervisor technology, deploying Exchange
Server in a virtual environment has become more attractive than ever. However,
certain factors stand in the way of successful virtualized Exchange deployments—
some of which admins may not have considered.
Virtualizing Exchange Server is an enticing option. After all, increased CPU and
memory capacity allow virtual Exchange machines to scale beyond the limitations
the previous generations of hypervisors imposed,
thereby reducing the number of virtual machines
needed for large deployments. Also, the parity gap
between virtual and physical Exchange environ-
ments has never been smaller.
On paper, virtualizing Exchange looks like a
smart decision. With any virtual Exchange deploy-
ment, however, you’ll always be bringing more com-
plexity to the table.
No matter how efficient the hypervisor, or how scalable your VMs can be, the
underlying assumption of virtualization—that applications don’t need to know
The parity gap between virtual and physical Exchange environments has never been smaller.
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The Benefits and Challenges
of Exchange Virtualization
Virtualizing Exchange 2010
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to Know
Two Barriers to Successful
Exchange Virtualization
2 2 V I RTUA L I Z I N G M I C RO S O FT EXC H A N G E S E RV E R
4BARRIERS
about the actual hardware they’re running on if the hypervisor provides a good
enough emulation—doesn’t actually apply to Exchange Server.
Exchange Server goes to great measures to ensure that your messaging data is
always as safe as it can possibly be. Think of it this way: Anything that potentially
disrupts Exchange’s knowledge of the hardware is a potential data risk. This is
the same reason storage products that use file-level storage at any level between
Exchange and the physical disk blocks are not supported; file-level behavior here
is not the same as what the Exchange information store is expecting.
BARRIER #1: NETWORK DELAYSIntroducing network delays is the first way virtualization can destabilize Exchange
Server. These delays can potentially disrupt the delicately timed cluster heartbeat
communications between members of an Exchange database availability group
(DAG). There are four common reasons for network delays:
1.Mismatching network drivers and firmware. Hosts, patches, updates
and upgraded network drivers are sure to be applied over the lifetime of
the hypervisor. Many administrators forget that the VM network drivers
should also be upgraded to keep all the components of the network stack
synchronized.
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Virtualizing Exchange 2010
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Two Barriers to Successful
Exchange Virtualization
2 3 V I RTUA L I Z I N G M I C RO S O FT EXC H A N G E S E RV E R
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2.Overloading virtual network switches. A shared virtual network switch
can—on overloaded hypervisor hosts or clusters—introduce network latency
or dropped packets. Exchange servers don’t require separate dedicated virtual
network switches, but be careful about what other traffic passes through those
switches.
3.Moving live Exchange VMs between hosts. Although the ability to move live
VMs is an oft-touted hypervisor feature, it produces a small but measurable
loss of network connectivity. This is often enough to make a DAG member
(which is unaware of the fact that it is moving from one hypervisor host to
another) momentarily drop out of the cluster. This forces an unplanned failover
of all active databases, and sometimes even causes the replication service to
fail. This doesn’t result in data loss, but it can reduce the number of available
replicas, thereby reducing the overall level of redundancy.
4.Associating different types of traffic to the same host interfaces. The typi-
cal hypervisor host will have two or three sets of host interfaces: management,
storage and client traffic. For an Exchange VM that is also a DAG member, these
might not be enough. Associating the VM’s replication network interface to
any of these physical host interface groups can inject network instability, caus-
ing hard-to-troubleshoot cluster membership dropouts and database failovers.
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Editor’s Note
The Benefits and Challenges
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Virtualizing Exchange 2010
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Two Barriers to Successful
Exchange Virtualization
2 4 V I RTUA L I Z I N G M I C RO S O FT EXC H A N G E S E RV E R
4BARRIERS
Over time, network issues can have a significant impact on the reliability and
perceived stability of the DAG.
BARRIER #2: BUILT-IN SAFETY MECHANISMSAllowing hypervisors and/or administrators to circumvent Exchange’s built-in
data safety mechanisms is the other major way virtualization can destabilize Ex-
change Server.
Consider these facts:
n Exchange never permits two replicas of the same database to be created on the
same server. However, if two DAG member VMs are put on the same physical
host, that’s exactly what you can end up with.
n Even if two Exchange VMs on the same host don’t share database replica cop-
ies, that host becomes a potential source of risk for the health of the DAG if
they’re members of the same DAG. A DAG that fails because of bugs and pro-
cedural errors can take out an entire hypervisor cluster.
n Many inter-role transactions in an Exchange system exhibit different behaviors
depending on how the Exchange roles are colocated. Exchange has no way to
Home
Editor’s Note
The Benefits and Challenges
of Exchange Virtualization
Virtualizing Exchange 2010
on vSphere? Here’s What
to Know
Two Barriers to Successful
Exchange Virtualization
2 5 V I RTUA L I Z I N G M I C RO S O FT EXC H A N G E S E RV E R
4BARRIERS
detect situations where the mailbox and hub transport roles, or two hub trans-
port roles, are on the same physical host. In these cases, a host-level failure can
result in the loss of the transport dumpster or shadow redundancy informa-
tion, therefore resulting in the loss of messaging data.
Careful consideration of potential VM placement under all conditions is the
key to preventing these types of issues. Some organizations end up deploying
Exchange across more hypervisor hosts than they had originally planned—a situ-
ation that reduces the level of consolidation and increases overall cost. In many
cases, changes to default VM configuration and to standard operations procedures
are necessary to ensure appropriate VM constraints are observed.
It’s certainly possible to build a reliable Exchange deployment in a virtualized
environment. The secret is to know what factors to consider, plan for and test in
order to ensure that the virtualization configuration is not also increasing the risk
of a service outage or data loss.
Carefully evaluate your plans to make sure that the additional costs and changes
are worth the actual level of consolidation you will likely achieve. That evaluation
might lead you to decide that virtualizing Exchange right now might not pay off.
—Devin Ganger
Home
Editor’s Note
The Benefits and Challenges
of Exchange Virtualization
Virtualizing Exchange 2010
on vSphere? Here’s What
to Know
Two Barriers to Successful
Exchange Virtualization
2 6 V I RTUA L I Z I N G M I C RO S O FT EXC H A N G E S E RV E R
AUTHOR BIOS
ANDY GROGAN, an Exchange MVP based in the U.K., has worked in the IT industry for 14 years—primarily with Microsoft, HP and IBM technolo-gies. His main passion is Exchange Server, but he also specializes in Active Directory, SQL Server and storage tools. Grogan works for a large coun-cil in West London as the networks and operations manager supporting 6,000 customers on more than 240 sites. You can visit his website at www.telnetport25.com.
DAVID DAVIS is the author of the best-selling VMware vSphere video training library from TrainSignal. He has written hundreds of virtu-alization articles on the Web, is a vExpert, VCP, VCAP-DCA, and CCIE #9369 with more than 18 years of enterprise IT experience. His website is VMwareVideos.com.
DEVIN GANGER is a messaging architect and tech-nical writer with more than 15 years of experience in administering messaging systems, Windows, Unix and TCP/IP networks. Today, he works pri-marily with Exchange Server, Windows Active Directory and related Microsoft and third-party technologies. Ganger was recognized as a Micro-soft MVP for Exchange Server from 2007 to 2011.
Virtualizing Microsoft Exchange Server is a SearchExchange.com e-publication.
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