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Designing and Optimizing Storage in an Exchange Server 2010 Environment : When Is the Right Time to Implement NAS and SAN Devices?

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12/29/2010 7:47:37 PM
There are many reasons to implement a NAS or SAN solution in favor of direct attached storage. For Exchange Server 2010, if the requirements for storage consolidation, reduction in mailbox server count, centralized management of disk resources, service level agreement (SLA) recoverability times, or near real-time mirroring of data justify the cost of a SAN or NAS solution, it is time to explore those options. To make an informed decision about when to make the switch within your Exchange Server 2010 environment, it is important for you to pass through several phases:
  1. Analyze— Gather usage metrics and performance metrics. Determine how storage is used and how it affects the business processes. Determine if disk throughput is the bottleneck in your Exchange Server deployment.

  2. Plan— Determine the current limitations of your storage solutions. Prioritize the problems and determine if there is a better way. Don’t fall into the trap of doing things just because they were always done a particular way.

  3. Develop— Build the proposed solution for testing. Perform benchmarking to show improvements over the old methods. Experiment with various functions of Exchange Server 2010 on different types of disks. Get a feel for the improvement versus the costs.

  4. Pilot— Test the solution and improve it based on user feedback. Educate the user population on how to take full advantage of the new functions and determine the improvements in efficiencies.

  5. Deploy— Deliver the solution to the masses.

Following this methodology not only streamlines the process of implementing new and more-efficient storage technologies, but also provides valuable data to help upper management buy into the upgrades and support the storage program for the Exchange Server environment.

Analyzing Your Storage Needs

The first phase of any good project is an in-depth analysis of the environment and its needs. For storage systems, it is critical to identify any systems with special requirements. This includes systems that require multiple layers of redundancy, systems that are under extremely tight SLAs, and systems that cannot tolerate a loss of data. For Exchange Server 2010 that is deployed by role, it is most likely only the Mailbox server role that can benefit significantly from using SAN or NAS technologies. Similarly, you might determine that it is less expensive to take advantage of the additional memory that can be used by Exchange Server 2010 because of its 64-bit architecture, to increase the caching of database transactions and, therefore, reduce the necessary number of disks. NAS and SAN solutions can be expensive compared to purchasing memory for a server. If the driving force toward a SAN or NAS is performance-based. If your driving force is centralized disk management, enhanced capacity, or rapid restoration of data, SAN or NAS might be for you.

Another key area to understand is the capacity requirements of the enterprise. If an investment is going to be made in storage, it is a good idea to plan for several years of growth. Look at the number of servers in the environment. If additional servers have been added simply because that is the way things were always done, it is time to look at shifting the philosophy to doing things because it is the right way to do it.

Tip

Disk drives get larger, faster, and less expensive each year. When planning for the future, keep expandability in mind. By buying a partially filled chassis now and adding additional disks later, you can take advantage of falling disk prices and save money over the long run and still get the full capacity needed and the benefits of fewer chassis.


Planning the Storage Solution

Storage technologies can be confusing. In most situations, valid arguments can be made for using any of the available technologies. This is a situation in which it makes a lot of sense to get your vendors involved. Contact your potential vendors and let them know what your storage requirements are. Often, they have worked with other companies with similar needs and can provide valuable insight into what worked and what didn’t. Given the costs of a large storage system, you can’t afford to do it wrong.

After you have an idea of what you want to implement, find out if you can contact references to determine if they were happy with the solution they implemented. Some companies try to get you to commit to the latest and greatest versions of their software and firmware. Large storage environments are a big investment, and business processes depend heavily on it. Ensure that you implement a stable and well-tested solution.

Tip

A tremendous number of options are available for storage solutions. When in doubt about a decision, always refer to the original goals of the project and ask yourself, “Does this decision support the goals of the project?”


Developing the Storage Solution

After you determine the needs, explore the options, and devise a plan, the real fun begins. Any solution that becomes part of the critical path of business must be developed and tested in a controlled lab environment. This is the part of the project in which policies and procedures start to take form. Practice runs of mirroring, failing over of resources, and recovery of systems ensure that the solution can support the needs of the company.

During this development phase, practice connecting your servers to the SAN or NAS. Develop and document standards around HBAs or network interface cards (NICs), the versions of firmware that will be used, and the version of the drivers that will be used. Most SAN and NAS manufacturers provide a detailed list of supported combinations of hardware, firmware, and software. Deviate from these approved lists at your own risk. The last thing you want to implement is an unstable storage environment because you chose not to follow the recommended configurations.

The development phase can identify several requirements that are not usually thought of during the planning phase. Most specifically, these requirements are in the area of facilities. Most SAN devices are fairly large. An EMC Symetrix and Connectix, for example, can take up a full rack each. With heat generation more than 3,000BTUs, HVAC resources need to be considered. Also keep in mind that most SAN and NAS solutions require 220V to run them. Ensure that planned data center locations have appropriate space, cooling, and power. Power should include not only the standard AC feed, but also battery backup. Be aware of any special requirements of the SAN or NAS. Some SAN devices on the market void their warranty if they are placed within 5 feet of any solid objects.

Tip

Be sure to carefully document the entire installation and configuration process. It not only makes troubleshooting easier, but it also provides the full road map for pilot implementation.

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