Handbook - docs.media.bitpipe.comdocs.media.bitpipe.com/io_10x/io_109395/item_675311...the benefits...

26
Handbook 1 EDITOR’S NOTE 2 THE BENEFITS AND CHALLENGES OF EXCHANGE VIRTUALIZATION 3 VIRTUALIZING EXCHANGE 2010 ON vSPHERE? HERE’S WHAT TO KNOW 4 TWO BARRIERS TO SUCCESSFUL EXCHANGE VIRTUALIZATION VIRTUALIZATION CLOUD APPLICATION DEVELOPMENT NETWORKING STORAGE ARCHITECTURE DATA CENTER MANAGEMENT BI APPLICATIONS DISASTER RECOVERY/COMPLIANCE SECURITY Virtualizing Microsoft Exchange Server While 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.

Transcript of Handbook - docs.media.bitpipe.comdocs.media.bitpipe.com/io_10x/io_109395/item_675311...the benefits...

Page 1: Handbook - docs.media.bitpipe.comdocs.media.bitpipe.com/io_10x/io_109395/item_675311...the benefits and challenges of exchange virtualization 3 virtualizing exchange 2010 on vsphere?

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

VIR

TUA

LIZA

TIO

N

CLO

UD

AP

PLI

CAT

ION

DEV

ELO

PM

ENT

NET

WO

RK

ING

STO

RA

GE

AR

CH

ITEC

TUR

E

DAT

A C

ENTE

R M

AN

AG

EMEN

T

BI A

PP

LIC

ATIO

NS

DIS

AST

ER R

ECO

VER

Y/C

OM

PLI

AN

CE

SEC

UR

ITY

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.

Page 2: Handbook - docs.media.bitpipe.comdocs.media.bitpipe.com/io_10x/io_109395/item_675311...the benefits and challenges of exchange virtualization 3 virtualizing exchange 2010 on 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

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 

Page 3: Handbook - docs.media.bitpipe.comdocs.media.bitpipe.com/io_10x/io_109395/item_675311...the benefits and challenges of exchange virtualization 3 virtualizing exchange 2010 on 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

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

Page 4: Handbook - docs.media.bitpipe.comdocs.media.bitpipe.com/io_10x/io_109395/item_675311...the benefits and challenges of exchange virtualization 3 virtualizing exchange 2010 on 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

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.

Page 5: Handbook - docs.media.bitpipe.comdocs.media.bitpipe.com/io_10x/io_109395/item_675311...the benefits and challenges of exchange virtualization 3 virtualizing exchange 2010 on 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

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

2BENEFITS AND CHALLENGES

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

Page 6: Handbook - docs.media.bitpipe.comdocs.media.bitpipe.com/io_10x/io_109395/item_675311...the benefits and challenges of exchange virtualization 3 virtualizing exchange 2010 on 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

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

2BENEFITS AND CHALLENGES

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.

Page 7: Handbook - docs.media.bitpipe.comdocs.media.bitpipe.com/io_10x/io_109395/item_675311...the benefits and challenges of exchange virtualization 3 virtualizing exchange 2010 on 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

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

2BENEFITS AND CHALLENGES

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.

Page 8: Handbook - docs.media.bitpipe.comdocs.media.bitpipe.com/io_10x/io_109395/item_675311...the benefits and challenges of exchange virtualization 3 virtualizing exchange 2010 on 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

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.

Page 9: Handbook - docs.media.bitpipe.comdocs.media.bitpipe.com/io_10x/io_109395/item_675311...the benefits and challenges of exchange virtualization 3 virtualizing exchange 2010 on 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

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

2BENEFITS AND CHALLENGES

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 

Page 10: Handbook - docs.media.bitpipe.comdocs.media.bitpipe.com/io_10x/io_109395/item_675311...the benefits and challenges of exchange virtualization 3 virtualizing exchange 2010 on 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

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

2BENEFITS AND CHALLENGES

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

Page 11: Handbook - docs.media.bitpipe.comdocs.media.bitpipe.com/io_10x/io_109395/item_675311...the benefits and challenges of exchange virtualization 3 virtualizing exchange 2010 on 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

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.

Page 12: Handbook - docs.media.bitpipe.comdocs.media.bitpipe.com/io_10x/io_109395/item_675311...the benefits and challenges of exchange virtualization 3 virtualizing exchange 2010 on 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

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

2BENEFITS AND CHALLENGES

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 

Page 13: Handbook - docs.media.bitpipe.comdocs.media.bitpipe.com/io_10x/io_109395/item_675311...the benefits and challenges of exchange virtualization 3 virtualizing exchange 2010 on 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

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

2BENEFITS AND CHALLENGES

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.

Page 14: Handbook - docs.media.bitpipe.comdocs.media.bitpipe.com/io_10x/io_109395/item_675311...the benefits and challenges of exchange virtualization 3 virtualizing exchange 2010 on 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

2BENEFITS AND CHALLENGES

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

Page 15: Handbook - docs.media.bitpipe.comdocs.media.bitpipe.com/io_10x/io_109395/item_675311...the benefits and challenges of exchange virtualization 3 virtualizing exchange 2010 on 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

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

3vSPHERE

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 

Page 16: Handbook - docs.media.bitpipe.comdocs.media.bitpipe.com/io_10x/io_109395/item_675311...the benefits and challenges of exchange virtualization 3 virtualizing exchange 2010 on 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

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

3vSPHERE

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.

Page 17: Handbook - docs.media.bitpipe.comdocs.media.bitpipe.com/io_10x/io_109395/item_675311...the benefits and challenges of exchange virtualization 3 virtualizing exchange 2010 on 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

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

3vSPHERE

 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 

Page 18: Handbook - docs.media.bitpipe.comdocs.media.bitpipe.com/io_10x/io_109395/item_675311...the benefits and challenges of exchange virtualization 3 virtualizing exchange 2010 on 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

1 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

3vSPHERE

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.

Page 19: Handbook - docs.media.bitpipe.comdocs.media.bitpipe.com/io_10x/io_109395/item_675311...the benefits and challenges of exchange virtualization 3 virtualizing exchange 2010 on 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

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

3vSPHERE

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 

Page 20: Handbook - docs.media.bitpipe.comdocs.media.bitpipe.com/io_10x/io_109395/item_675311...the benefits and challenges of exchange virtualization 3 virtualizing exchange 2010 on 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

2 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

3vSPHERE

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

Page 21: Handbook - docs.media.bitpipe.comdocs.media.bitpipe.com/io_10x/io_109395/item_675311...the benefits and challenges of exchange virtualization 3 virtualizing exchange 2010 on 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

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

4BARRIERS

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.

Page 22: Handbook - docs.media.bitpipe.comdocs.media.bitpipe.com/io_10x/io_109395/item_675311...the benefits and challenges of exchange virtualization 3 virtualizing exchange 2010 on 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

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.

Page 23: Handbook - docs.media.bitpipe.comdocs.media.bitpipe.com/io_10x/io_109395/item_675311...the benefits and challenges of exchange virtualization 3 virtualizing exchange 2010 on 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

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

4BARRIERS

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.

Page 24: Handbook - docs.media.bitpipe.comdocs.media.bitpipe.com/io_10x/io_109395/item_675311...the benefits and challenges of exchange virtualization 3 virtualizing exchange 2010 on 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

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 

Page 25: Handbook - docs.media.bitpipe.comdocs.media.bitpipe.com/io_10x/io_109395/item_675311...the benefits and challenges of exchange virtualization 3 virtualizing exchange 2010 on 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

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

Page 26: Handbook - docs.media.bitpipe.comdocs.media.bitpipe.com/io_10x/io_109395/item_675311...the benefits and challenges of exchange virtualization 3 virtualizing exchange 2010 on 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

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.

Margie Semilof | Editorial Director

Lauren Horwitz | Executive Editor

Phil Sweeney | Managing Editor

Eugene Demaitre | Associate Managing Editor

Laura Aberle | Associate Features Editor

Linda Koury | Director of Online Design

Neva Maniscalco | Graphic Designer

Rebecca Kitchens | Publisher [email protected]

TechTarget 275 Grove Street, Newton, MA 02466 

www.techtarget.com© 2013 TechTarget Inc. No part of this publication may be trans-mitted or reproduced in any form or by any means without written permission from the publisher. TechTarget reprints are available through The YGS Group.

About TechTarget: TechTarget publishes media for information technology professionals. More than 100 focused websites enable quick access to a deep store of news, advice and analysis about the technologies, products and processes crucial to your job. Our live and virtual events give you direct access to independent expert com-mentary and advice. At IT Knowledge Exchange, our social commu-nity, you can get advice and share solutions with peers and experts.