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October 2007

A Trip to the Store with Exchange 2007

New features—and a farewell to some outdated ones—improve the Information Store's stability and performance
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The Information Store is the heart of Microsoft Exchange Server. Without a healthy Store, you don't have a successful Exchange deployment, and users are unhappy because they can't access their mailboxes. Exchange Server 2003 and Exchange 2000 Server introduced the concept of storage groups (SGs) and introduced new Store components such as the streaming database. Although the biggest change to the Store in Exchange 2007 is support for the Windows 64-bit platform, Microsoft has made other fundamental changes to the Store that you should also know about when planning your Exchange 2007 migration.

No SQL Server?
The biggest change that many expected to occur in Exchange 2007 was a transition to Microsoft SQL Server as the database engine for the Store. However, when the Exchange developers investigated the challenges of forcing a database engine designed for structured transactions to handle the work generated by Exchange and its clients, they decided they couldn't do it for Exchange 2007. This isn't altogether surprising when you consider the vastly different types of messages that flow through Exchange—everything from small 2KB messages to multimegabyte messages containing several attachments sent to large distribution lists. Also, users interact with Exchange in ways that affect the database. For instance, Microsoft Outlook users can click a heading in their Inbox to sort messages by that column. This action creates a new custom view in the database. If you consider that a server supports thousands of clients and each client can create many different views, you can sense why the transition to SQL Server could be such an engineering challenge.

The net result is that Exchange 2007 continues to use the Extensible Storage Engine (ESE) that it's used since 1996. Of course, each release of Exchange has modified ESE in different ways, and Exchange 2007 is no different; its major change is the move from a 32-bit platform to a 64-bit platform.

What 64-Bit Means for Exchange
The move to 64-bit is a big plus for Exchange because it addresses some fundamental Store problems in Exchange 2003 and Exchange 2000. For example, as Microsoft releases new versions of the OS, Windows servers gradually use more kernel mode memory to accommodate drivers, such as those used by antivirus and antispam products, and to handle the demand for connections from clients. Five years ago, users typically connected with just a desktop client, so administrators could easily figure out how many concurrent clients a server had to handle based on the number of users whose mailboxes the server hosted. Now, the proliferation of mobile devices means that people use multiple ways to connect to their mailbox. Research in Motion's (RIM's) BlackBerry is popular with many Exchange organizations, but it requires the expense of an additional server infrastructure, so organizations often restrict the use of BlackBerry devices. Microsoft's introduction of server-side ActiveSync (which is less expensive because it uses the same server infrastructure) and the growing popularity of Windows Mobile devices, especially the upgraded functionality delivered by the combination of Exchange 2007 ActiveSync and Windows Mobile 6.0, mean that Exchange 2007 will need to support even more mobile devices in the future. Each concurrent client connection requires memory, so you can see how demand increases.

Virtual memory fragmentation has been a bugbear for Exchange for years, especially in clustered systems. Applications request memory from Windows, which allocates the memory in chunks. Some applications require contiguous chunks of virtual memory to perform operations; if enough contiguous memory isn't available, the application fails. For example, Exchange requires relatively large amounts of contiguous virtual memory to load an SG and mount its databases. When failures occur on a cluster, the cluster attempts to transfer the SGs from the failed node to the other nodes in the cluster, but if enough virtual memory isn't available, the cluster can't transfer the SG, and users lose access to their mailboxes.

The huge increase in available memory made possible by 64-bit Windows OSs relieves the memory fragmentation problems that Exchange 2003 and Exchange 2000 have while also letting Exchange cache much more data than before. The advantage of caching more data is that Exchange 2007 trades expensive disk I/O for memory, which addresses another major performance bottleneck that Exchange suffers on the 32-bit platform. Microsoft predicts that the net effect reduces the I/O operations per second generated by users from around the 1.0 level to about 0.4 (your mileage will vary depending on the exact workload, CPU, and storage configuration). Reducing I/O demand lets you support more concurrent users, but it also requires you to equip Exchange 2007 servers with far more memory than you'd typically deploy with Exchange 2003. Exchange 2007 Mailbox servers with 8GB or more memory will be common, so you'll have to pay attention to the type and speed of memory DIMMs that you specify for servers as you deploy Exchange 2007.

Internally, Microsoft has made other changes to make the Store more efficient. Database pages are now 8KB instead of 4KB, which lets Exchange stuff more data into each page and so generate fewer I/O operations. The Exchange 2007 Store is smarter at write operations and groups transactions together so that single writes occur instead of multiple writes. Finally, the Store makes better use of memory to cache commonly accessed folders and information, such as calendars, to speed user performance.

The change to the database page size and other internal changes mean that you can't mount an Exchange 2003 database on an Exchange 2007 server and vice versa. Because of the complexities involved in an upgrade, Microsoft doesn't support upgrades from a server running 32-bit Windows and Exchange 2003 or Exchange 2000 to 64-bit Windows and Exchange 2007 (even on the same 64bit–capable hardware), so you won't find a special mode of Eseutil or any other utility to upgrade a database. To move mailbox data from Exchange 2003 or Exchange 2000 to Exchange 2007, you'll have to use the Move Mailbox wizard or the Move-Mailbox cmdlet. Fortunately, you can now script mailbox moves by using Exchange Management Shell to automate these operations. For more information about moving mailboxes, see the Exchange & Outlook Pro VIP article "Exchange 2007: Life Without ExMerge?" January 9, 2007, InstantDoc ID 94629.

Although production Exchange 2007 servers can run only on 64-bit Windows, Microsoft has made a 32-bit version of Exchange 2007 available for use just on test servers. You can also deploy the Exchange 2007 management components, including Exchange Management Shell, on 32-bit Windows XP SP1 workstations (you'll have to install Windows PowerShell and the latest version of the Microsoft .NET framework first). Support for Windows Vista workstations will be added in Exchange 2007 SP1, which is currently in beta and expected to be available by the end of 2007.

Maximum Databases
Every previous Exchange version has imposed a maximum database size on Standard Edition. Before Exchange 2003 SP2, the maximum database size was 16GB; SP2 increased this to 75GB, a limit that was still too small given the pace of growth in message volume and average message size. By comparison, Exchange 2003 Enterprise Edition supports database sizes that are limited only by available disk space. Some organizations run databases as large as 300GB, but the vast majority of Exchange databases are less than 50GB, largely because of the time required for backup and restore operations. Exchange 2007 doesn't restrict database sizes, so even with Standard Edition you can grow databases as large as you need to. However, Standard Edition is restricted to 5 mailbox databases and 5 SGs, whereas Enterprise Edition can support up to 50 databases and SGs.

You can still deploy up to five databases in a single SG, but Microsoft recommends that you deploy just one database per SG in Exchange 2007. This recommendation is partly to accommodate easier management, partly to provide better performance, and partly because you can only use log shipping to protect SGs that hold one database.

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