Exchange 2016 Upgrade Scenarios

Transcription

1 Exchange 2016 Upgrade Scenarios Joe Hoegler Kraft Kennedy August 17, 2017 #ILTAG131

2 INTRODUCTION JOE HOEGLER Practice Group Leader, Infrastructure & Enterprise Systems at Kraft Kennedy Microsoft Certified Master Exchange 2010 Microsoft Certified Master Office 365: Exchange Online Microsoft Certified Solutions Master: Messaging Advised over 120 law firm clients totaling over 120,000 users on recent Exchange projects, including almost 50% of Am Law 20 Exchange TAP participant since 2011 Frequent ILTACON, ILTA Roadshow, and ILTA webinar speaker

3 SESSION AGENDA Current Law Firm Messaging System Landscape Exchange 2016 Architecture and Design Considerations Exchange 2016 Compelling Reasons for Law Firms Exchange Online Migration Options Law Firm Concerns ILTA Member Panel Discussion

4 MICROSOFT S CORPORATE VISION According to Satya Nadella, Microsoft s vision is to be mobile-first, cloud-first These inter-dependent and inter-enabling components drive innovation at Microsoft As of 2016 server platforms, products are developed and validated in the Microsoft Cloud at scale then packaged for on-premises use

5 ONGOING RELEASE CADENCE

6 CURRENT LAW FIRM MESSAGING SYSTEM LANDSCAPE

7 7 MESSAGING SYSTEMS 2016 ILTA SURVEY

8 8 MESSAGING SYSTEMS 2016 ILTA SURVEY

9 9 EXCHANGE 2010 TODAY? You must upgrade to: Exchange 2016 Exchange 2013 Exchange Online Gmail, Notes, GroupWise, cc:mail

10 EXCHANGE 2016 DESIGN CONSIDERATIONS

11 11 EXCHANGE 2016 ARCHITECTURE

12 12 EXCHANGE 2016 SUPPORTED PLATFORMS Operating System Windows 2012, Windows 2012 R2, and Windows 2016 Exchange Coexistence with Exchange 2010 SP3 RU11 and/or Exchange 2013 CU10 or later only Outlook Outlook 2010 SP2 (with hotfixes), Outlook 2013 SP1 (with hotfix), or Outlook 2016 RPC/HTTPS and MAPI/HTTP supported Active Directory Minimum: Windows 2008 R2 domain/forest functional level as of Exchange 2016 CU3 and later Recommended: Windows 2012 R2 or Windows 2016 domain/forest functional level Deprecated Outlook 2007, Entourage 2008 Web Services MAPI/CDO (yes, it s dead ) Note supportability about reintroducing legacy Exchange versions

13 13 MICROSOFT PREFERRED ARCHITECTURE Single namespace, unbound model Layer 4 load balancing without affinity/persistence Physical server deployment 2U commodity servers 4 database copies, 2 in each of 2 data centers 1 copy lagged by 7 days JBOD storage Exchange Native Protection No dedicated replication networks Witness in third data center ReFS volumes with BitLocker encryption

14 14 PLANNING IS KEY High Availability and Site Resiliency Virtual vs. Physical Deployment Sizing Compute, Network, Storage Server Topology and Specifications Namespace Planning Load Balancing Coexistence and Migration Decommissioning

15 15 DESIGNING EXCHANGE 2016 Understand design requirements for high availability, site resiliency, etc. Complete sizing calculations Need user message profile and average message size Determine required storage capacity Verify achievable IOPS from capacity match user load Verify Background Database Maintenance based on database copy count Determine megacycles and CPU count don t forget ActiveSync devices!!! Determine memory requirements

16 16 VIRTUALIZING EXCHANGE 2016 Size for physical then virtualize CPU and RAM requirements significantly increased from Exchange 2010 Virtualization still provides benefits but need to understand cost vs. benefit Ensure accurate user message profile data before sizing Do not assume either value you will undersize or oversize Consider issues of oversizing when virtualizing Jetstress is critical to validate the design Virtualizing Exchange!= server consolidation Choose virtualization for availability/flexibility benefits

17 17 DESIGNING EXCHANGE ONLINE?

18 EXCHANGE 2016 COMPELLING REASONS FOR LAW FIRMS

19 19 TOP 5 EXCHANGE 2016/ONLINE FEATURES FOR LAW FIRMS 1. In-Place Hold 2. In-Place ediscovery 3. Data Loss Prevention 4. Search Enhancements 5. Document Collaboration

20 20 IN-PLACE HOLD

21 21 IN-PLACE EDISCOVERY

22 22 DATA LOSS PREVENTION

23 23 SEARCH ENHANCEMENTS Faster performance More accurate/complete results Search suggestions with fuzzy matching, tailored to you Search refiners

24 24 DOCUMENT COLLABORATION Integrated with OneDrive for Business Send an attachment as a file or link Access anytime, anywhere and from any device Streamlined attachment view View attachments inline within a message Frictionless collaboration Edit attachments and reply in a single view Make attachments smarter

25 EXCHANGE ONLINE MIGRATION OPTIONS

26 26 MIGRATION OPTIONS Native Cutover or Staged Native Hybrid Third Party Tools Office 365 Import Service

27 27 NATIVE CUTOVER Cutover Migration Available for Exchange 2003 and above All mailboxes migrated to Exchange Online at once Maximum of 2,000 mailboxes but realistically under 200 mailboxes Leverages RPC/HTTPS (Outlook Anywhere) connectivity to onpremises Exchange No access to public folders until migration of that data

28 28 NATIVE STAGED Staged Migration Available for Exchange 2003 and Exchange 2007 Mailboxes migrated to Exchange Online over time Leverages a web-based management tool Mail forwarding used to facilitate coexistence between onpremises Exchange and Exchange Online No access to on-premises public folders for migrated users

29 29 NATIVE HYBRID Available for Exchange 2010 and above Exchange 2007 with an additional hybrid server Most recommended option when possible Leverages remote mailbox move requests to Exchange Online Seamless coexistence between on-premises Exchange and Exchange Online via hybrid coexistence Access to on-premises public folders available for migrated users

30 30 NATIVE HYBRID On-premises environment Exchange 2016-based hybrid deployment Exchange 2013-based hybrid deployment Exchange 2010-based hybrid deployment Exchange 2016 Supported Not supported Not supported Exchange 2013 Supported Supported Not supported Exchange 2010 Supported Supported Supported Exchange 2007 Not supported Supported Supported

31 31 HYBRID COEXISTENCE Rich coexistence between on-premises Exchange and Office 365 Unified GAL, shared free/busy, secure mail flow between mailboxes in both environments Azure AD Connect facilitates unified GAL Exchange Federation facilitates shared free/busy, MailTips, search, etc. Receive/Send Connectors facilitate secure mail flow Technically separate from authentication (Password Sync vs. ADFS) Identity Federation vs. Exchange Federation

32 32 EXCHANGE FEDERATION Establishes trust between on-premises Exchange and Microsoft Federation Gateway Enables organization relationships between on-premises Exchange and Office 365 to facilitate rich coexistence Makes on-premises Exchange and Office 365 seem like a single Organization instead of separate Seamless user experience between platforms Office 365 has automatic implied trust with MFG Exchange Federation creates trust for on-premises

33 33 THIRD PARTY TOOLS Generally unnecessary except for cross-platform or complex migrations Novell GroupWise Lotus Domino Multi-forest or multi-tenant Other hosted messaging systems Advanced filtering, auditing, reporting Common options: BitTitan MigrationWiz, Quest Software On Demand Migration for

34 34 OFFICE 365 IMPORT SERVICE Import PSTs into Exchange Online, documents into SharePoint Online Network upload Free Upload to Azure depends on size, connectivity; ingestion from Azure to Office 365 is 1 GB/hour Drive shipping $2 USD/GB ($2,000 USD/TB) Upon receipt of drive, processed in 1 business day then similar speed to network upload

35 LAW FIRM CONCERNS

36 36 WHICH ONE?

37 37 COMMON OBSTACLES Data sovereignty and geographic data locality U.S. Government vs. Microsoft re: Ireland data center Microsoft won! Data privacy and control U.S. Government / Microsoft access, control options with BYOD Client requirements and/or compliance regulations

38 38 COMMON OBSTACLES Service availability (99.9% for Exchange Online) Costs Costs may be higher for firms that have longer upgrade cycles General fear and uncertainty The Internet is scary! Unnamed legal client in Houston, TX

39 39 ACCESS TO DATA

40 40 WHERE IS MY DATA?

41 41 OFFICE 365 UPTIME

42 ILTA MEMBER PANEL DISCUSSION

43 SPEAKERS Joe Hoegler Chris Vitale Janet Anderson Practice Group Leader Kraft Kennedy Director of Information Technology Holwell Schuster & Goldberg, LLP IT Project Manager and Database Administrator McKool Smith PC AmLaw 15 Firm Based in Los Angeles, CA with Approximately 3,000 Users

44 QUESTION #1 Why did you pick Exchange 2016 or Exchange Online?

45 QUESTION #2 What is your firm s position on the security risks of Exchange Online, especially blind subpoena?

46 QUESTION #3 What was the biggest benefit accrued as a result of your migration?

47 QUESTION #4 What was the biggest issue you encountered before or during your migration?

48 QUESTION #5 What is one thing you wish you had known prior to beginning and completing your migration?

49 THANK YOU!