Slide 2: Welcome Joe Panettieri, Editorial Director Custom Conference Group Ziff Davis Media jpanetti@ziffdavis.com www.ccgevents.com 2
Slide 3: Framework for Discussion • Communications Explosion – 650 million people now use e-mail regularly – Approaching 100 billion messages per day in 2006 Daily E-mails Per Day (Billions) 150 100 50 0 • Data Explosion – Corporate data storage needs triple every 18 to 24 months – 75% of all IT spending involves data storage • Sources: GE, Radicati 2004 2005 2006 2007 2008 • Key Question – Can your current storage and e-mail architectures manage such growth? 3
Slide 4: Framework for Discussion • November 1997 – Exchange Server 5.5 ships – Overtakes Lotus Notes – Windows NT 4.0 gains critical mass – Mostly internal e-mail use • Today – Compliance considerations – Wi-Fi, smart phones, PDAs – E-mail binds businesses, partners, and customers – Legacy e-mail is running out of gas • Next Steps and Key Questions – – – – Is there a smooth, painless path to a modern e-mail infrastructure? What are the business and IT benefits of Exchange Server 2003? Can a modern storage infrastructure enhance Exchange’s performance? Who can help? 4
Slide 5: Framework for Today’s Discussion Let’s Find Some Answers… 8:45 a.m. 9:30 a.m. 10:15 a.m. 10:30 a.m. 11:15 a.m. 11:40 a.m. 11:45 a. m. The Business Case for Exchange Server 2003 The Fastest Way to Exchange Server 2003 Break Effective Migration and Consolidation Strategies Interactive Q&A With Our Experts Raffle for Xbox and Halo 2 Thank You and Adjourn 5
Slide 6: Let’s Get Started
Slide 7: Upgrade to Exchange 2003 Bob Hunt Systems Architect Microsoft
Slide 8: A Brief History of 5.5 Time Exchange Milestones 5.5 Design Begins 5.5 Launch Exchange 2000 and Active Directory Exchange 2003 Exchange 5.5 End of Extended Support ‘94 ‘95 ‘96 ‘97 ‘98 ‘99 ’00 ’01 ’02 ’03 ’04 ’05 E-mail Milestones SMTP becomes standard transport protocol over X.400 E-mail is now the leading method of transmitting viruses - NCSA E-mail replaces research as primary reason to be online - Reuters IDC projects >30 billion person-toperson e-mails by 2005 IDC declares >30 billion person-toperson e-mails sent in 2002 Spam accounts for 40% of all e-mail - ZDNet 73% of all e-mail is spam and 1 in 51 messages are virus infected - MSFT Partner It has been eight years since initial design of 5.5 began. A lot has happened in the world of e-mail. 8
Slide 9: E-mail Requirements, Then and Now 1997 (Exchange 5.5) E-mail becoming important Volumes growing Primarily for desktop use Viruses and spam annoyance Text messages Archiving Get the service up and running Today (Exchange 2003) More important than the phone Volumes still growing Remote workers and mobile devices Can shut down the business Rich messages and large attachments Corporate and regulatory compliance Simplify operations and reduce costs 9
Slide 10: Exchange 2003 Deliver new business value • Outlook Web Access redesign • Performance over poor networks • Anywhere access - no VPN needed • Support for mobile devices Keep the business running and secure • Protecting from spam and viruses • Security • High availability • Archiving and compliance Manage cost and complexity • Site and server consolidation • Reduced admin and support costs • Enhanced migration tools, guidance 10
Slide 11: Exchange 2003 Case Studies Improved mobility and productivity E-mail migration took only one day Enhanced remote access Improved uptime and disaster recovery Increased uptime to 99% 50 percent workload reduction for IT staff Total cost of ownership cut by $150,000 Full feature mobile access to e-mail and attachments Better functionality, security, and support than Linux Easy retrieval of deleted e-mails by administrator Anytime, anywhere access without increased management Four-to-one server consolidation Standardization on Exchange 2003 saves administration costs Improved customer service with remote and mobile e-mail access 11
Slide 12: Smoothing the Upgrade Process Evaluate Plan Design Deploy Operate Evaluate and explore Exchange 2003 at: http://www.microsoft.com/exchange/evaluation/benefits.asp Or try it out with an online Exchange 2003 virtual lab at: http://www.microsoft.com/technet/traincert/virtuallab/exchange.mspx Plan the upgrade from Exchange Server 5.5 by using the new prescriptive guidance available for Exchange 2003. Microsoft Systems Architecture for Exchange: http://www.microsoft.com/technet/itsolutions/ucs/ecm/saecm/default.mspx Medium business deployment kit: http://go.microsoft.com/fwlink/?LinkId=34703 Find a Microsoft Certified Partner at: http://directory.microsoft.com/mprd/?aspxerrorpath=/resourcedirectory/Solutions.aspx Design the new Exchange 2003 environment with Microsoft tools and guidance: http://www.microsoft.com/exchange/evaluation/tour/Upgrade_1.asp http://www.microsoft.com/technet/prodtechnol/exchange/2003/upgrade.mspx Deploy using the technical documentation reviewed and approved by Microsoft Exchange Server product team as well as other Exchange-related technical resources available on the new Assistance Center: http://www.microsoft.com/exchange/assistance Operate in the new Exchange 2003 environment using the most up-to-date information available from the Exchange community: http://www.microsoft.com/Exchange/community/default.mspx Identify and fix problems before the arise with the new EXBPA tool: http://www.microsoft.com/exchange/downloads/2003/exbpa/ 12
Slide 13: Smoothing the Upgrade Process “The migration from Exchange Server 5.5 to Exchange Server 2003 is straightforward and painless, and actually moving the mailboxes is a simple process.” - Jim Thomas, Senior Business Systems Manger, Pella "We essentially rolled out Exchange Server 2003 in a day and solved outstanding issues the following week. We did something that made a difference to the business, which enabled us to move onto other projects that made an even bigger difference.” - Robert Fischer, Director of Technology, CSC “Using Outlook Web Access has made a big impact on just about everyone here. It's so much faster and less complicated than going through our previous VPN setup.” - Derek Pfister, LAN/WAN Technician, Louisville Slugger “It took two hours to set up the server and two evenings to migrate all of the users. With Exchange Server 2003 and Active Directory, we no longer need to maintain user data in two places like we did in the past. We just create a user in Active Directory and it takes care of provisioning the new e-mail account.” - Pius Oleskey, Network Operations Manager, K2 Sports 13
Slide 14: Exchange 5.5 Support Lifecycle Year 1 2 3 4 5 Mainstream Support Phase General Availability (GA) Mainstream Focus Broad support services - 5 years after GA or - 2 years after N+1 version released, whichever is longer 6 7 Extended Support Phase 8 9 10 Custom Support Phase Self-Help Online Support Extended Keep customers secure - 5 years after mainstream ends or - 2 years after N+2 version released, whichever is longer Custom Provide additional time for migration No predefined timeframe Phase Ends Incident and Problem Support Critical and Important Security Hot fixes All other Hot fixes Design Changes Warranty Claims               Only available with purchase of Custom Support.    Only available with purchase of Extended Hot fix Support. Additional per-fix fee for non-critical, not-important security hot fixes Additional per-fix fee for non-critical, not-important security hot fixes 14
Slide 15: Summary • The world of email has changed a lot in the last 8 years • Exchange Server 2003 has received very positive reviews from customers • Microsoft and our partners have done a lot of work to smooth the upgrade process – See the seminar resource site for reference links • Exchange Server 5.5 is in its last year of Extended Support – Plan your upgrade today! 15
Slide 16: Thank You! Questions, comments, jokes: bobh@microsoft.com
Slide 17: The Fastest Way to Exchange Server 2003 Joshua Konkle Technical Director VERITAS Software
Slide 18: Agenda • • • • • Microsoft and customers Storage optimization Exchange migration benefits Case studies Evolution 18
Slide 19: Microsoft Partner • GTM 2005 compliance partner • GTM 2005 SharePoint partner • Global ISV in e-mail archiving space (ILM) • Gold Certified with Enterprise Vault for Exchange/SharePoint • Microsoft Partner Advisory Council for emerging ISVs • Storage management partner • .NET partner 19
Slide 20: Sample Enterprise Vault Customers Over 1000 customers Over 8 million licenses 20
Slide 21: Storage Optimization • Enterprise Vault™ • Architecture • Dynamic storage (indexing/reliability) • Multistorage options 21
Slide 22: The Product—Enterprise Vault™ Exchange Mailboxes Exchange Public Folders Exchange Journals Standard Clients Outlook Outlook Web Access MS Search Digital Dashboard File System .Net Information Source Agents Vault Applications Exchange PSTs SPS Standard Folders SPS Enhanced Folders • Enterprise Vault • Storage/Indexing • Searching/Retrieval • Retention Control Search Compliance Discovery File System Storage Partner Applications Admin by MMC Snap-in 22
Slide 23: Storage Organization Vault Store Database • Vault stores are mapped to storage (NTFS/CIFS) using partitions • Each stored item is held in storage (NTFS/CIFS) • Mailbox/user container is an “archive” • Archives are assigned to “vault stores” • Each archive is indexed separately • Vault Store configuration controls archive index location • Vault Store database acts as directory to abstract content location – Manage security descriptors 23 I n d e x Vault Store
Slide 24: Multiple Store Types • Enterprise Vault originally only supported Vault Stores on NTFS volumes. • KVS introduced the concept of multiple types of storage volumes using partitions • NetApp® SnapLock™ partitions are supported • An Enterprise Vault installation can include any mix of partitions: Microsoft Windows Storage Server, NetApp filer or NearStore®, or NTFS volume types (DAS/SAN) 24
Slide 25: KVS Migration Benefits • • • • • • • • • • Immediate increase in user productivity Increased productivity for IT staff Faster, safer migrations and deployment Reduced cost Enhanced security Increased server availability and reliability Improved manageability for increased server availability Anytime, anywhere access Capitalizes on existing technology and infrastructure Collaborative application development 25
Slide 26: Immediate Increase in User Productivity • Reduce user mailbox cleanup • Minimum disruption to user • Import PST files during migration • Archive Explorer provides access • Unified view of information archive • All legacy content is index searchable • Retain deleted items longer 26
Slide 27: Increased Productivity for IT Staff • • • • • • Reduce size of volume shadow copy Single mailbox and item recovery Longer “dumpster” retention Minimize “dumpster” size in exchange Reduce mailbox size by 80% Support through message lifecycle – Exchange 5.5, 2000 (osmium), 2003 (titanium), and next Kodiak 27
Slide 28: Faster, Safer Migrations and Deployment • Reduce migration schedule by 50% • Reduce maintenance windows – Migration, backup, recovery, defragmentation MIGRATION SCHEDULE • Prearchiving isolates MAPI property errors • Information Store SCANning utilities left Exchange 5x databases treacherous • Roll-up single storage to the Vault 28
Slide 29: Reduced Cost • Scope, people, and schedule = project – Reduced schedule = reduced work hours – Less work = shorter duration – Ultimately reducing “project costs” • Open Storage Layer™ – Dynamic storage; vault store partitions • Storage migration – Primary NTFS storage to NearStore® – NetApp® filer to NearStore • Reduce reliance on tape and dumpster 29
Slide 30: Enhanced Security • Enforce privacy controls – State privacy bills, HIPAA, GLBA • Reduced mailbox data access • Reduced loss of corporate property during migration preparation 30
Slide 31: Increased Server Availability and Reliability • Archiving and journaling allow for single item recovery • Remove reliance on deleted items recovery (dumpster) • Search and shopping basket allow for multiple item recovery • Reduce Exchange Information Store recovery time 31 AVAILABILITY
Slide 32: Improved Manageability Increases Server Availability • Direct support for Microsoft Operations Manager management packs • VERITAS i3 support • Archive entire mailboxes – Extended leaves of absences – Terminated employees 32
Slide 33: Anytime, Anywhere Access • Offline vault – Archived content available – Outlook 2000, 2002, 2003 • Outlook Web Access – Enterprise vault extensions for FE/BE – Seamless access to archived data – OWA 5.5, 2000 and 2003 • Migrated PST files appear in mailbox, too 33
Slide 34: Capitalize on Existing Technology and Infrastructure • Archive mail using Enterprise Vault – Use any available storage—SAN, DAS, NAS – PST file space repurposing • Procure new storage – NetApp® primary storage—filers – NetApp® nearline storage—NearStore® • KVS investment protection – SharePoint 2001 and 2003 archiving – File System Archiving 34
Slide 35: Collaborative Application Development • User search – Integrated and advanced • Discovery accelerator – Litigation support – Information disclosure • Compliance accelerator – Surveillance of e-mail – Requires journaling 35
Slide 36: Case Studies • • • • UK Agency Alberta Energy FPD Savills Process overview 36
Slide 37: UK Agency Problem: Government, Public Sector • UK Agency migrating from Exchange 5.5 to a new Exchange 2003 environment UK Agency • Users keep large volumes of mail in Exchange, reducing the performance and manageability of the Exchange servers • Quota limits have to be enforced, reducing users’ productivity and damaging relationships between users and IT staff • Total information solution to provide access for internal procedures and any investigation that might follow • Needed audit, retention, compliance, and legal discovery 37
Slide 38: UK Agency (continued) Solution: • Enterprise Vault Archive Framework • Mailbox archiving • PST migration services • Central control of information • Information discovery • Project/program management Scenario: • 7,500 seats of Exchange • Already Exchange customer • Migrating from 5.5 to Exchange 2003 • Desktop refresh and server consolidation • Deloitte and Touche for Exchange migration • Data Protection Act compliance • PST elimination 38
Slide 39: Microsoft Exchange Migration Move Mailboxes (Native, ADMT, or Third Party) Outgoing Exchange Server Outlook (Win32/Mac) New Primary Exchange Server OWA (5.5, 2000, 2003) Archive E-mail and Public Folders (Aggressive Archiving during Migration) Archive E-mail and Public Folders (Normal Archiving after Migration) 39
Slide 40: Enterprise Vault Evolution Management of Overall Storage Solution for Unstructured Data, including Exchange, SharePoint, Files, and Instant Mail Focus on Exchange Archiving Adding Content Awareness and Content Exploitation to Produce Optimized, Enterprise Information Management Integrating Information Exploitation with Backup and Storage Management Value Message Lifecycle Management Unstructured Data Lifecycle Management Intelligent Information Lifecycle Management Total Information Management Beneficiary End User Mail Administrator CIO Larger Enterprises IT Manager Storage Manager Legal Compliance Line of Business CIO, CKO, HR 40
Slide 41: Alberta Energy • Solution: Archiving, Journaling, and PST Migration • Sites: Edmonton and Calgary Canada • Expanding Exchange 5.5 stores • Aggressive archiving – Prior to mailbox move – 15 days of e-mail left in mailbox • 2- to 4-minute migration time • Less than 1% impact on users 41
Slide 42: Welcome Joe Panettieri, Editorial Director Custom Conference Group Ziff Davis Media jpanetti@ziffdavis.com www.ccgevents.com 42
Slide 43: Simplifying the Messaging Infrastructure with Network Appliance Michael Shea Technical Marketing Engineer Network Appliance
Slide 44: Agenda • Operational challenges encountered when migrating to Microsoft Exchange Server 2003 • Key NetApp® capabilities that simplify the transition to Exchange Server 2003 • Building a robust Exchange storage infrastructure 44
Slide 45: NetApp and Microsoft Partnership • NetApp is a Microsoft Gold Certified Partner • WHQL-qualified and Microsoft-supported systems – NetApp® block (SAN) systems in Windows Server Catalog – All NetApp iSCSI targets in Windows Server Catalog – NetApp #1 vendor of iSCSI targets worldwide • Over 5 million Exchange seats on NetApp systems • SnapManager® for Microsoft Exchange – TechEd 2004 “Best in Show” finalist 45
Slide 46: NetApp and VERITAS Partnership • Each is top-tier global partner of the other • Aligned development roadmaps – Joint integration and testing for continued innovation • Joint customers – E-mail archival customers: JP Financial, Encana, O2, Herbert Smith law firm, Inmarsat, and Air New Zealand – Largest e-mail archival customer has over 15,000 seats deployed – 50% of NetApp® installed base has a VERITAS product installed • Joint Escalation Team – Cross-trained support staff for quick troubleshooting – Support organizations work together with customer to resolve cases rapidly 46
Slide 47: Migration and Consolidation Challenges • Lengthy implementation • Operational challenges • Data management inflexibility • Complexity and risk • Expertise People Time Money Risk IT organizations address these challenges with a variable mix of resources …use of one resource affects another… 47
Slide 48: Early Considerations for Your Migration • Architectural expertise – Critical for long-term success • Is it time to rethink the messaging architecture? • Architect with storage capabilities in mind from the start • Backup and restore no longer need to dictate the size of your data stores • Should I archive some e-mail? 48
Slide 49: Implementing a Faster Migration • Speed up your implementation: – Safely and quickly test all facets of your migration and reduce risk – Archive old e-mail to shrink Exchange Stores – Move your data quickly 49
Slide 50: NetApp® Solution • Move old mail from stores by moving them to nearline storage – KVS automates the movement of this data – Move the data stores and logs to NetApp storage using SnapManager® for Exchange (SME) – Smaller data stores move faster and perform better – Less data to migrate lessens potential for errors • Utilize disk copies of production data for testing – FlexClone™ and Snapshot™ • No performance penalty • Rapidly move the data to a new storage appliance – SME: wizard-driven migration – SnapDrive™: seamless FCP or IP SAN integration 50
Slide 51: Exchange E-mail Archival Exchange Environment • Move older e-mail to low-cost storage • Retain rapid access to archived mail FC or IP SAN KVS Primary Storage • Shorten migration time due to smaller inbox size • Move more mailboxes at a time during migration E-mail Archival • E-mail archived from 5.5 is immediately available to users migrated to 2003 51 NearStore®
Slide 52: Test the Migration Production Exchange Environment Test Exchange Environment • Validate your migration plan • Understand the gaps • Understand the impacts • Fine tune your plan • Make the migration a nonevent FC or IP SAN Primary Storage Split Create FlexClone™ Volume Reuse Production Copy to Test 52
Slide 53: Typical Exchange 5.5 Migration Steps Data Center • New Exchange 2003 Servers SnapManager® Move old e-mail to archives with KVS Install SnapDrive and SME on new Exchange servers Create new volumes and LUNs on the NetApp® storage Move the databases and transaction logs using SME Migrate users from Exchange 5.5 or Exchange 2000 to Exchange 2003 53 Exchange 5.5 Servers Exchange Users • 2 5 Databases and Transaction Logs SnapDrive™ iSCSI or FC SAN • 1 4 • KVS • 3 NearStore® Create Volumes and LUNs
Slide 54: Backup and Restore • Backup windows have shrunk • Tape restore may not meet return to operations (RTO) objectives • NetApp® solution: – No-tape solution for primary backup and restore • • • • • Snapshot™ and SnapRestore®: fast, disk-oriented SnapManager® for Exchange: wizard-driven GUI SnapDrive™: seamless SAN integration SnapVault®: hourly disk backup to a disk vault Enables easy and frequent tape archival 54
Slide 55: Simplified Exchange Backup and Restore Exchange Environment • Perform full backups in seconds • Backup operations are fully automated SnapManager® SnapDrive™ FC or IP SAN Primary Storage • Restore Exchange in minutes • Fully integrated with Volume Shadow Copy Services (VSS) Snapshot™ Copies ® Time to Backup: Seconds SnapRestore Auto Log Replay Time to Restore: Minutes • Exchange verification is automated 55
Slide 56: Curing Data Management Inflexibility Challenge: • Legacy storage provisioning – – – – Disruptive Complex Recovering overallocated storage requires data restore Legacy tradeoff: efficient space use or good performance NetApp® Solution: • Simplifying storage provisioning – FlexVol™: dynamic provisioning • • • • Provision space as required and provide full I/O capacity Add I/O capacity without adding space to applications Shrink space dynamically Get the I/O you require and the space you require 56
Slide 57: FlexVol™ Improves Performance Spindles Volumes 2 4 3 Disks 57
Slide 58: FlexVol™ Improves Performance Spindles Volumes 2 4 3 Disks Spindles Flexible Volumes 9 9 9 Pooled Disks 58
Slide 59: Complexity Challenge: • Legacy tiered storage means different environments – Different tools – Different methodologies NetApp® Solution: • NetApp storage is unified – All platforms share Data ONTAP™ – Management of all platforms is the same – Simple to use: one click, one command, intuitive • NetApp storage supports Exchange site consolidation – Required capacity and capabilities are built in – Scales to meet needs, when needed 59
Slide 60: Expertise Challenge: • Migration expertise is difficult to grow – IT shops are operations oriented – One-time skill sets are expensive to build Services from NetApp: • NetApp Global Services – Exchange consolidation and architecture – Data migration – Project planning and management • NetApp partners – Trusted and proven – Deep Windows and Exchange Server skill sets 60
Slide 61: NetApp®: Enterprise Experience • Over 1000 Exchange customers worldwide • Over 5 million Exchange seats • Enterprise breadth: – – – – – – – – – – Barry University Blue Shield of California First American Trust Herbert Smith* Inmarsat* Interstate Hotels Invesco KPMG LandAmerica Mazda – Scottish Life – Telemundo – Telstra – TXU – University of Phoenix – U.S. Army: Soldier Biological Chemical Command – U.S. Department of State – VISA *Joint NetApp and KVS customers 61
Slide 62: Leverage Your NetApp® Investment les Sa tion ica ion pl Ap grat e Int D Mo ata vem ent Fin So anc lut ial ion s Hig h Rap Avail id R abili ty eco ver y Solution s t ten Con ery iv Del Unified Storage ce lian mp Co nces Refere e lin ar ge Ne ora St FCP Dat , IP S A aA cce N ss G Se lo rv bal ic es ILM on ati tion lid ga so on ggre CA d an Partners G Su loba pp l or t Tran Pro spare n visi onin t g Data ONTAP™ 7G ent em nag Ma G St rid or ag e e ic rv Se 62
Slide 63: Summary • Speed your migration and make it a “nonevent” – Archive old e-mail – Test with copies of production data • NetApp solves the “I/O needs vs. disk space required” problem – FlexVol™ • NetApp creates the most robust Exchange infrastructure available and strengthens site consolidation – Snapshot™, SnapRestore®, and SnapManager® for Exchange • NetApp greatly reduces complexity with unified storage 63
Slide 64: Thank You! Questions?