Welcome!

API Journal Authors: Sematext Blog, Craig Lowell, Pat Romanski, Liz McMillan, Rishi Bhargava

Related Topics: Microsoft Cloud, Containers Expo Blog, API Journal, Silverlight, Agile Computing, @CloudExpo

Microsoft Cloud: Blog Post

Best Practices for Virtualizing Microsoft Exchange in Private Clouds

Resource-intensive scale-out nature of heavy duty workload requires special planning

In my Private Cloud talks with IT Pros, how best to virtualize Microsoft Exchange workloads, regardless of underlying hypervisor, has been a recurring hot topic area of discussion.  At Microsoft Tech Ed 2012, Jeff Mealiffe, Senior Program Manager on the Exchange team and responsible for Exchange virtualization guidance, delivered a great session on "Best Practices for Virtualizing Microsoft Exchange Server 2010".  This is a great resource to study when planning virtualized Exchange deployments! Below, I've included the following items to help you get started with virtualizing Exchange:

  • The recorded session video
  • A link to the downloadable slide deck
  • An indexed recap of my session notes
  • Links to additional tools and resources that I've personally found helpful

I'm definitely looking forward to building my next virtualized deployment of Exchange 2010 on Windows Server 2012 RTM when it releases on Sept 4th!  The increased VM resource densities in Hyper-V v3 of up to 64 virtual processors and 1TB RAM per virtual machine will be a big boost to virtualizing mission critical heavy-duty workloads like Exchange mailbox server roles and multi-role servers.

Download a copy of the session slide deck.

Session Notes with Video Index

  • Supported Exchange Virtualization Scenarios [ 4:00 ]
    • Exchange 2010 SP1 or later
    • Hyper-V or any hypervisor in the Server Virtualization Validation Program (SVVP) - link provided below.
  • Items Not Supported when Virtualizing Exchange [ 7:00 ]
    • Hypervisor snapshots
    • Differencing / Delta disks
    • CPU oversubscription in a ratio > 2:1
    • Applications running on the parent / root partition
    • VSS backups of VMs from root
    • NAS storage of virtual disk files
  • JetStress Support in Virtualized Environments [ 12:10 ]
    • Supported in VMs on Microsoft Windows Server 2008 R2 or later
    • Supported in VMs on Microsoft Hyper-V Server 2008 R2 or later
    • Supported in VMs on VMware ESX 4.1 or later
    • More Info - http://bit.ly/HP8G0f
  • Big Problems to Avoid for Production Exchange VMs [ 17:53 ]
    • Dynamic Memory / Memory Overcommit  [ 18:00 ]
    • VM Snapshots [ 31:57 ]
    • CPU Oversubscription [ 35:05 ]
  • Overview of Best Practices [ 38:05 ]
    • Hypervisor adds CPU overhead - 10-12% in our Exchange 2010 tests [ 39:22 ]
    • Size for physical and provide those resources to each VM [ 40:31 ]
    • Exchange is architected for scale-out scenarios, avoid "all eggs in one basket" [ 40:48 ]
  • Resource Sizing [ 43:16 ]
    • Start with physical sizing process - use calculator (listed below)
    • Account for virtualization overhead (10-12%)
    • Determine VM placement to account for HA
    • Size root servers, storage and network infrastructure
  • Guest VM sizing [ 47:18 ]
    • Size Mailbox role first - other role sizes factored from Mailbox server requirements
    • Considerations for use of Multi-role servers - Mailbox, Hub and CAS roles on single VM
  • Unified Messaging Sizing [ 49:08 ]
    • Min 4 Virtual Processors (VP)
    • VM with 4VP & 16GB memory can handle 40 concurrent calls with Voice Mail Preview (65 calls without)
  • Storage Decisions [ 52:47 ]
    • Exchange storage separate from Guest OS virtual disk physical storage
    • Must be fixed virtual disk, SCSI pass-through (RDM) or iSCSI (terminated at host or guest)
    • SCSI pass-through (RDM) recommended to host queues, DBs and logfile streams unless using Hyper-V Live Migration where CSV is recommended
    • Must be block-level storage - NAS volumes not supported
  • Virtual Processors [ 56:04 ]
    • Prefer smaller number of multi-core VMs vs many single-core VMs
    • Don't assume that a hyperthreaded (SMT) CPU is a full CPU core
  • Private Cloud [ 57:08 ]
    • Good model for providing virtual infrastructure resources to Exchange, but be careful with "dynamic" cloud capabilities
    • Be prepared to apply different resource management policies to Exchange VMs
  • Host-based Failover Clustering [ 59:41 ]
    • Not an "Exchange Aware" HA Solution - Does not provide HA in the event of storage failure / data corruption
    • If using, combine with DAG when possible to provide maximum HA - Admin can re-balance DAG after failover to redistribute
  • VM Live Migration and Exchange [ 01:04:50 ]
    • DAG does not need to be dynamically re-balanced
    • Use CSV rather than pass-through LUNS for all Mailbox VM storage
    • Consider relaxing cluster heartbeat timeouts (5 seconds = default, 30 seconds = max recommended)
    • Size network appropriately for Live Migration
  • VM Placement [ 01:08:26 ]
    • Don't co-locate DAG database copies on same physical hosts
    • Distribute VMs running same roles to different physical hosts
    • If not using multi-role VM's, consider isolating mailbox and hub role VMs on separate physical hosts if possible

Additional Tools and Resources

Build Your Lab! Build Your Lab! Download Windows Server 2012
Build Your Lab in the Cloud! Don’t Have a Lab? Build Your Lab in the Cloud with Windows Azure Virtual Machines
Join our "Early Experts" study group! Want to Get Certified? Join our Windows Server 2012 "Early Experts" Study Group
Like IT Pros ROCK! Do IT Pros ROCK? Please VOTE for us!

More Stories By Keith Mayer

Keith Mayer is a Technical Evangelist at Microsoft focused on Windows Infrastructure, Data Center Virtualization, Systems Management and Private Cloud. Keith has over 17 years of experience as a technical leader of complex IT projects, in diverse roles, such as Network Engineer, IT Manager, Technical Instructor and Consultant. He has consulted and trained thousands of IT professionals worldwide on the design and implementation of enterprise technology solutions.

Keith is currently certified on several Microsoft technologies, including System Center, Hyper-V, Windows, Windows Server, SharePoint and Exchange. He also holds other industry certifications from IBM, Cisco, Citrix, HP, CheckPoint, CompTIA and Interwoven.

Keith is the author of the IT Pros ROCK! Blog on Microsoft TechNet, voted as one of the Top 50 "Must Read" IT Blogs.

Keith also manages the Windows Server 2012 "Early Experts" Challenge - a FREE online study group for IT Pros interested in studying and preparing for certification on Windows Server 2012. Join us and become the next "Early Expert"!

@ThingsExpo Stories
Today we can collect lots and lots of performance data. We build beautiful dashboards and even have fancy query languages to access and transform the data. Still performance data is a secret language only a couple of people understand. The more business becomes digital the more stakeholders are interested in this data including how it relates to business. Some of these people have never used a monitoring tool before. They have a question on their mind like “How is my application doing” but no id...
SYS-CON Events announced today that Venafi, the Immune System for the Internet™ and the leading provider of Next Generation Trust Protection, will exhibit at @DevOpsSummit at 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. Venafi is the Immune System for the Internet™ that protects the foundation of all cybersecurity – cryptographic keys and digital certificates – so they can’t be misused by bad guys in attacks...
Pulzze Systems was happy to participate in such a premier event and thankful to be receiving the winning investment and global network support from G-Startup Worldwide. It is an exciting time for Pulzze to showcase the effectiveness of innovative technologies and enable them to make the world smarter and better. The reputable contest is held to identify promising startups around the globe that are assured to change the world through their innovative products and disruptive technologies. There w...
SYS-CON Events announced today Telecom Reseller has been named “Media Sponsor” of SYS-CON's 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. Telecom Reseller reports on Unified Communications, UCaaS, BPaaS for enterprise and SMBs. They report extensively on both customer premises based solutions such as IP-PBX as well as cloud based and hosted platforms.
Smart Cities are here to stay, but for their promise to be delivered, the data they produce must not be put in new siloes. In his session at @ThingsExpo, Mathias Herberts, Co-founder and CTO of Cityzen Data, will deep dive into best practices that will ensure a successful smart city journey.
The 19th International Cloud Expo has announced that its Call for Papers is open. Cloud Expo, to be held November 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA, brings together Cloud Computing, Big Data, Internet of Things, DevOps, Digital Transformation, Microservices and WebRTC to one location. With cloud computing driving a higher percentage of enterprise IT budgets every year, it becomes increasingly important to plant your flag in this fast-expanding business opportuni...
DevOps at Cloud Expo, taking place Nov 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA, is co-located with 19th Cloud Expo and will feature technical sessions from a rock star conference faculty and the leading industry players in the world. The widespread success of cloud computing is driving the DevOps revolution in enterprise IT. Now as never before, development teams must communicate and collaborate in a dynamic, 24/7/365 environment. There is no time to wait for long dev...
In today's uber-connected, consumer-centric, cloud-enabled, insights-driven, multi-device, global world, the focus of solutions has shifted from the product that is sold to the person who is buying the product or service. Enterprises have rebranded their business around the consumers of their products. The buyer is the person and the focus is not on the offering. The person is connected through multiple devices, wearables, at home, on the road, and in multiple locations, sometimes simultaneously...
Internet of @ThingsExpo, taking place November 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA, is co-located with 19th Cloud Expo and will feature technical sessions from a rock star conference faculty and the leading industry players in the world. The Internet of Things (IoT) is the most profound change in personal and enterprise IT since the creation of the Worldwide Web more than 20 years ago. All major researchers estimate there will be tens of billions devices - comp...
For basic one-to-one voice or video calling solutions, WebRTC has proven to be a very powerful technology. Although WebRTC’s core functionality is to provide secure, real-time p2p media streaming, leveraging native platform features and server-side components brings up new communication capabilities for web and native mobile applications, allowing for advanced multi-user use cases such as video broadcasting, conferencing, and media recording.
Data is the fuel that drives the machine learning algorithmic engines and ultimately provides the business value. In his session at Cloud Expo, Ed Featherston, a director and senior enterprise architect at Collaborative Consulting, will discuss the key considerations around quality, volume, timeliness, and pedigree that must be dealt with in order to properly fuel that engine.
SYS-CON Events announced today that 910Telecom will exhibit at the 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. Housed in the classic Denver Gas & Electric Building, 910 15th St., 910Telecom is a carrier-neutral telecom hotel located in the heart of Denver. Adjacent to CenturyLink, AT&T, and Denver Main, 910Telecom offers connectivity to all major carriers, Internet service providers, Internet backbones and ...
Amazon has gradually rolled out parts of its IoT offerings in the last year, but these are just the tip of the iceberg. In addition to optimizing their back-end AWS offerings, Amazon is laying the ground work to be a major force in IoT – especially in the connected home and office. Amazon is extending its reach by building on its dominant Cloud IoT platform, its Dash Button strategy, recently announced Replenishment Services, the Echo/Alexa voice recognition control platform, the 6-7 strategic...
19th Cloud Expo, taking place November 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA, will feature technical sessions from a rock star conference faculty and the leading industry players in the world. Cloud computing is now being embraced by a majority of enterprises of all sizes. Yesterday's debate about public vs. private has transformed into the reality of hybrid cloud: a recent survey shows that 74% of enterprises have a hybrid cloud strategy. Meanwhile, 94% of enterpri...
Akana has announced the availability of version 8 of its API Management solution. The Akana Platform provides an end-to-end API Management solution for designing, implementing, securing, managing, monitoring, and publishing APIs. It is available as a SaaS platform, on-premises, and as a hybrid deployment. Version 8 introduces a lot of new functionality, all aimed at offering customers the richest API Management capabilities in a way that is easier than ever for API and app developers to use.
Personalization has long been the holy grail of marketing. Simply stated, communicate the most relevant offer to the right person and you will increase sales. To achieve this, you must understand the individual. Consequently, digital marketers developed many ways to gather and leverage customer information to deliver targeted experiences. In his session at @ThingsExpo, Lou Casal, Founder and Principal Consultant at Practicala, discussed how the Internet of Things (IoT) has accelerated our abil...
With so much going on in this space you could be forgiven for thinking you were always working with yesterday’s technologies. So much change, so quickly. What do you do if you have to build a solution from the ground up that is expected to live in the field for at least 5-10 years? This is the challenge we faced when we looked to refresh our existing 10-year-old custom hardware stack to measure the fullness of trash cans and compactors.
The emerging Internet of Everything creates tremendous new opportunities for customer engagement and business model innovation. However, enterprises must overcome a number of critical challenges to bring these new solutions to market. In his session at @ThingsExpo, Michael Martin, CTO/CIO at nfrastructure, outlined these key challenges and recommended approaches for overcoming them to achieve speed and agility in the design, development and implementation of Internet of Everything solutions wi...
Cloud computing is being adopted in one form or another by 94% of enterprises today. Tens of billions of new devices are being connected to The Internet of Things. And Big Data is driving this bus. An exponential increase is expected in the amount of information being processed, managed, analyzed, and acted upon by enterprise IT. This amazing is not part of some distant future - it is happening today. One report shows a 650% increase in enterprise data by 2020. Other estimates are even higher....
I wanted to gather all of my Internet of Things (IOT) blogs into a single blog (that I could later use with my University of San Francisco (USF) Big Data “MBA” course). However as I started to pull these blogs together, I realized that my IOT discussion lacked a vision; it lacked an end point towards which an organization could drive their IOT envisioning, proof of value, app dev, data engineering and data science efforts. And I think that the IOT end point is really quite simple…