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The Exchange 2010 Ecosystem
Joe HoeglerPractice Leader, Kraft Kennedy
Microsoft Certified Master | Exchange 2010
TECH9
S e s s i o n G o a l s
• Discuss the capabilities and limitation of native features
• Identify when third party solutions are appropriatepp p
• Focus on high availability, disaster recovery, backup, archiving and compliance, mobility, anti-virus/anti-spam, unified messaging
• Discuss considerations for integrating with SharePoint 2010, Office 2010 and Lync 2010
Exchange 2010 ArchitectureEnterprise NetworkEnterprise Network
ExternalSMTP
servers
Edge TransportRouting and AV/AS
Phone system (PBX or VOIP)
Hub TransportRouting and policy
Mailbox Unified Messaging
Client AccessClient connectivity
Web servicesWeb browser
Outlook (remote user)
Mobile phone
Outlook (local user)
Line of business application
MailboxStorage of mailbox
items
g gVoice mail and voice access
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HIGH AVAILABILITY & DISASTER RECOVERY
High Availability & Disaster Recovery
• Unified in Exchange 2010 via the Database Availability Group
• Native or third party replication supportedf• Recovery Time Objective of 15 minutes or less
is possible• Recovery Point Objective of 1 MB or less is
possible
Database Availability Group
Mailbox Server
DB1
DB3
DB2Recover quickly from disk and
d b f il
Mailbox Server
DB1DB2DB3
Mailbox Server
DB1DB2DB3
Replicate databases to remote datacenter
San Jose New York
• Evolution of Continuous Replication technology• Easier than traditional clustering to deploy and manage• Allows each database to have 16 replicated copies• Provides full redundancy of Exchange roles on as few as two servers• HA and DR capabilities combined into one platform
DB4
DB5
database failures DB4
DB5
DB4
DB5
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Key Considerations
• Increased storage capacity requirements– Dramatically reduced storage performance
requirements (~90% IOPS reduction from Exchange 2003)g )
• Load balancing appliances strongly recommended– WNLB or round robin DNS not recommended
• Continuous Replication Block Mode
Third Party Alternatives
• Leverage SAN replication through DAG third party replication API
• SAN-based replication• Host-based replication
Recommendations
• Native DAG features and replication provide a complete solution that can be managed wholly by messaging team
• Marginal feat re enhancements or replication • Marginal feature enhancements or replication performance improvements via third parties generally not worth the added complexity
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BACKUP
Exchange Native Protection
“Backup-less” ExchangeDatabase Availability GroupPersonal ArchiveExtended/Protected Dumpster Retention
Site/server/disk failureArchiving/complianceRecover deleted items
7-14 day lag copy
XX
Database Availability Group
Mailbox Mailbox Server 1Server 1
Mailbox Mailbox Server 2Server 2
Mailbox Mailbox Server 3Server 3
DB1
DB2
DB3
DB1
DB2
DB3
DB1
DB2
DB3
Key Considerations
• Requires at least 3 database copies across more than 1 site
• Point-in-time recoveries require lagged database copiesdatabase copies
• Leverages native corruption detection mechanisms
• Understand Deleted Item Retention and Single Item Recovery
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Third Party Alternatives
• Virtual Deployments – agent, SAN snapshot, image-based backup
• Physical Deployments – agent, SAN snapshot
• If using SAN snapshots, *always* ensure that snapshots are replicated outside of the enclosure/site
Recommendations
• Increase Deleted Item Retention period to match normal backup retention to help with item-level recovery– Leverage Single Item Recovery if appropriate– Leverage Single Item Recovery if appropriate
• Consider risk/reward of Exchange Native Protection vs. cost of third party backup solution
ARCHIVING & COMPLIANCE
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Archiving & Compliance Suite
• Personal Archive• Multi-Mailbox Search• Legal Holds
– Litigation Hold– Retention Hold
• Single Item Recovery
Personal ArchiveA secondary mailbox that is configured by the administrator
Appears alongside a user’s primary mailbox in Outlook or Outlook Web App.
PST data can be dragged and dropped to the Personal Archive
E-mail in primary mailbox can be moved automatically using Retention Policies
Archive quota can be set separately from primary mailbox
Personal Personal ArchiveArchive
Multi-Mailbox SearchDelegate Access to SpecialistsDelegate Access to Specialists
Rich Search Criteria and Targeting OptionsRich Search Criteria and Targeting Options
Results Stored in Specialized MailboxResults Stored in Specialized Mailbox
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Legal Holds
User is told how to comply (no action needed for e-mail)
URL links to additional info
Key Considerations
• Personal Archive limitations– No stubbing, no offline access, separate tree– Requires Outlook 2010 Professional or Professional
Plus or OWA 2010Plus or OWA 2010– Requires Exchange 2010 Enterprise CAL– Capabilities of Retention Policies
• Archive API exists for third party integration
Third Party Alternatives
• Traditional e-mail archiving solutions– Autonomy ZANTAZ EAS– Symantec Enterprise Vault
H d/ l d hi i l i• Hosted/cloud archiving solutions
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Recommendations
• Determine feature requirements vs. feature desires
• Understand the feature gaps between native and third part archi ingand third party archiving
• Evaluate if native archiving meets all feature requirements
• Pilot, pilot, pilot
MOBILITY
Trends in Mobility
• Most firms support multiple mobility platforms across a broad range of device types
• BlackBerry Enterprise Server still generally considered firm standard for enterprise pmobility
• ActiveSync widely adopted across multiple device types (e.g. iOS, Android, etc.)
• Good Mobile Messaging much less common than in the past
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Native ActiveSync
• Easier provisioning through AutoDiscover• Feature control and security enforced through
ActiveSync PoliciesD i OS l i l i f li i– Device OS controls implementation of policies
• Remote wipe– Wipes entire device, including personal data
• Statistics data exists but must be interpreted• Allow/Block/Quarantine
Key Considerations
• BES must be version 5.0.2 MR5 or 5.0.3 MR1 to address specific performance issues associated with BES and Exchange 2010 SP1– Windows Server OS hotfixes MAPI/CDO updates – Windows Server OS hotfixes, MAPI/CDO updates,
and Exchange 2010 SP1 RU3 required as well
• Advanced ActiveSync Policies require Enterprise CAL (application control, browser control, etc.)
Third Party Alternatives
• MobileIron• BoxTone
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Recommendations
• Establish mobile device usage and support policy– State if the firm reserves the right to wipe a
personal device if lostpersonal device if lost
• If advanced inventory, selective data wipe, and easier statistics are required, consider a third party solution
ANTI-VIRUS & ANTI-SPAM
Native Message Hygiene
• Edge Transport Server role includes some native anti-spam features– Connection/content filtering, Sender ID, sender
reputation etcreputation, etc.
• Enterprise CAL (with services) can provide anti-virus and anti-spam features– Forefront Protection for Exchange Server– Forefront Online Protection for Exchange
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Key Considerations
• Hosted hygiene services dramatically decrease the traffic that reaches a firm’s environment– Reduces WAN utilization, server processing, etc.
• Multiple levels of anti-spam can make Multiple levels of anti spam can make quarantining challenging– No central console for FPE
• Third party anti-virus software that integrates into transport or scans databases can introduce instability
Third Party Alternatives
• Major anti-virus software vendors– McAfee, Symantec, Trend Micro
• Hosted hygiene servicesM M– Message Labs, Mimecast, Postini
• Appliance solutions– Axway (formerly Tumbleweed), Barracuda, Cisco
Recommendations
• Strongly consider hosted provider for hygiene services (Microsoft or third party)– If pair hosted provider with Edge Transport Server,
consider disabling ETS native anti-spam featuresconsider disabling ETS native anti spam features
• With multiple levels of anti-virus, avoid scanning database files directly
• Leverage FPE if Enterprise CAL purchased
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UNIFIED MESSAGING
Exchange 2010 Unified Messaging
• Voicemail Preview• Message Waiting Indicator• Protected Voicemail• Call Answering Rules (Enhanced Auto
Attendants)• Native Faxing Support Removed
Voicemail Preview
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Protected Voicemail
Call Answering Rules
Key Considerations
• Requires supported IP Gateway or IP PBX• Proper high availability and disaster recovery for
UM must be considered• UM role should be located near HTS, CAS, MBX , ,
roles• UM role is now supported in a virtualized
environment• Requires Enterprise CAL• Previous lack of MWI was previously a large issue
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Third Party Alternatives
• Avaya Modular Messaging• Cisco Unity• Traditional PBX Solution
Recommendations
• Understand compliance/discovery requirements for voicemail storage
• Define feature requirements of voicemail sol tionsolution
• Consider native UM during next voice refresh
INTEGRATIONSHAREPOINT, LYNC, OFFICE
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SharePoint 2010
• Use Exchange for mail-enabled libraries/lists• Consider migrating public folder data to
SharePoint for improved usability
L y n c 2010
• Fully integrated with Exchange, SharePoint, Office
• Presence/IM capabilities available within OWA, SharePoint, Outlook, other Office , , ,applications
• Enables rich and easy collaboration• Leverages corporate photographs in AD• Leverages SharePoint skills search for “ask the
expert”
Lync / OWA Integration
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Lync / Outlook Integration
Lync / AD Integration
Lync / Office Integration
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Lync / SharePoint Integration
Lync Skill Search
QUESTIONS?