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Virtualizing Exchange Server 2010 : Virtualization Overview

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7/26/2012 5:41:29 PM
Virtualization gives you the ability to host multiple independent instances of operating systems on a single server. The virtualized instances "borrow" physical resources from the host system. You are able to configure the virtual machines to provide the required amount of physical resources to the virtual machine. Here are some of the resources you can manage and present to your virtual machines:
  • Processors

  • RAM

  • Number and type of hard drives

  • Network interface card(s)

Virtualization of servers is becoming popular in many organizations. There are compelling reasons to consider virtualization for your infrastructure, although some situations will not lend themselves to a positive virtualization experience. 

Technology continues to evolve, and we have seen great strides in the virtualization world over the past few years. There are multiple vendors in the virtualization game. Microsoft and VMware both have hypervisors that are at the top of the pile for virtualization technologies. They are not the only companies offering virtualization solutions, but they are the most popular. Figure 1 gives a virtualization overview.

Figure 1. Virtualization overview

1. Terminology

Table 1. Virtualization Terms
TermDefinition
Virtual hostThe server that is running the virtualization product. This is the computer that is sharing its physical resources to the virtual guests. Also referred to as the parent.
Virtual guestVirtual machine running a supported OS and using the resources provided by the virtual host.
Database availability group (DAG)A group of Mailbox servers that host a set of databases and provide automatic database-level recovery from failures.
Virtual hard disk (VHD)The virtual hard disks are the files that will hold the operating system, data, application, and so forth for the virtual guests.
BINThis is the temporary memory storage. It is the same size as the virtual guest RAM size. The BIN file is located on the virtual host file system and is used to dump memory during a system save or planned migration from one node to another node in a cluster.
VSVThis is the virtual save state file. It is also stored on a virtual host file system. It is used to save the virtual guest state during save operations or a planned failover to another node.
Fixed VHDPresented to the virtual host as a predetermined size for virtual guests to use. When this disk is presented to the virtual host, it is at its maximum size.
Dynamic VHDPresented to the virtual host; dynamic VHD has been set with a maximum size. This disk is initially only a fraction of the maximum size and will grow as data is written. There is a performance hit as the disk grows.
Differencing VHDThis is linked to a fixed or dynamic VHD. Changes are written to the differencing VHD and not to the fixed or dynamic VHD. Any changes can be rolled back to a previous state. Differencing VHD would be used for testing purposes only.

2. Understanding Virtualized Exchange

Microsoft started supporting Exchange as a supported, virtualized application with Exchange 2003. Support for virtualizing Exchange and the desire to virtualize Exchange has grown since then. With Exchange 2007, the virtualization platform moved from Virtual Server to one of the approved hypervisors. This moved Exchange into the mainstream for applications that could take advantage of the benefits of virtualization.

Microsoft's stance on virtualizing Exchange has not changed between Exchange 2007 and Exchange 2010. Windows Server 2008 SP2 and Windows Server 2008 R2 are the only supported operating systems for the virtualization of Exchange 2010. Supported roles include the Mailbox, CAS, Hub Transport, and Edge Transport roles. The Unified Messaging role is not supported because it has too much voice codec processing for it to be a viable candidate for virtualization. Visit http://technet.microsoft.com/en-us/library/cc794548.aspx to learn the details of Microsoft's support policy. The virtualized instances of Exchange must still meet the basic Exchange requirements.

Microsoft Recommendations

Make sure you have read and are familiar with the "Microsoft Support Policies and Recommendations for Exchange Servers in Hardware Virtualization Environments," which you'll find at http://technet.microsoft.com/en-us/library/cc794548.aspx.

Here are some of the unsupported technologies:

  • The combination of virtual host clustering and Exchange Mailbox high availability

  • Snapshots of the virtual machines

  • Differencing disks

  • Virtual-to-logical processor ratios greater than 2:1

  • Any applications running in the root partition


3. Understanding Your Exchange Environment

Before virtualizing your Exchange environment, you must define your current environment. The better you understand your environment, the more prepared you will be to define the virtualized environment. Here is some of the information you need to gather:

  • Number of users

  • User profiles

  • Number of messages sent/received per day, per user

  • Server CPU utilization

  • Server memory utilization

  • Server network utilization

  • Database sizes

  • Storage patterns

  • Storage type

  • Current high availability model

  • Concurrently connected users

  • Number and types of clients accessing the system

  • Exchange connectors

  • Administration model

As you gather this information, you will be painting a picture of your Exchange environment. This information will be placed into various calculations throughout the process to ensure that you have done a complete evaluation before moving forward with virtualization. This information will have a significant impact on the Exchange system moving forward. For example, 500 users who have heavy profiles (see Table 2) will utilize storage much differently than 500 users who have average profiles.

Table 2. Exchange User Profiles
User ProfilesMessages Sent/Received per Day
Light5 sent/20 received
Average10 sent/40 received
Heavy20 sent/80 received
Very heavy30 sent/120 received

Each bit of the information you gather will add another piece to the puzzle. As you put the puzzle together, you will have a good idea whether virtualization will meet your needs. You also will be able to validate whether you will get the performance from the virtualized environment that your users require.

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