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Microsoft Exchange Server in the AWS Cloud
Planning & Implementation Guide
Presented by Wayne Saxe
Content by Shankar Sivadasan & Ulf Schoo

Deck by Colin White

1
Introduction
MS Exchange Server is one of the most mission-critical messaging platforms in the enterprise
today. It provides email, scheduling, and tools for custom collaboration across the organization.
The AWS cloud provides a suite of infrastructure services that enable you to deploy
Exchange Server in a highly available, affordable and fault-tolerant manner. By deploying an
Exchange Server architecture in the AWS Cloud, customers can leverage the powerful
functionality of Exchange along with the flexibility and security of AWS.
The methodology and tools you use to design an Exchange Server deployment are the same
whether the target platform is a physical, virtual, or cloud-based infrastructure. Always size
Exchange Server deployments as though you plan to install them on dedicated physical
hardware, while making sure to consider the performance characteristics of a shared
computing environment.
This presentation gives an overview of the process to create the example solution. It does not outline each step. For the detailed overview,
please consult the whitepaper available here: http://aws.amazon.com/whitepapers/AWS_Exchange_Planning_Implementation/

2
Before You Get Started
This is an advanced topic. If you are new to AWS, please visit
the “Getting Started with AWS” section of the Online
Documentation Page on our website.
You should also be familiar with the following topics:
•
•
•
•
•

Amazon EC2 and Amazon VPC
Windows Server 2008 R2
Windows Server Active Directory and DNS
Windows Server Failover Clustering (WSFC)
Microsoft Exchange Server
3
Microsoft Platform on AWS
Microsoft “License Mobility through Software Assurance” gives Microsoft Volume Licensing
customers the flexibility to deploy Windows Server applications with active Software
Assurance (SA) on Amazon Web Services.
• Partnership to support running Windows
Server-based workloads on AWS
• Amazon Machine Images (AMIs) with
Windows Server and SQL Server today that
were jointly developed by Microsoft and
AWS
• SharePoint Server and other Microsoft
server products can be licensed to run on
AWS
*General info on AWS and License Mobility for a variety of MS server products:
http://aws.amazon.com/windows/mslicensemobility/

Two licensing models:
Pay-as-you-go – AMI
pricing includes
software

BYOL – use existing
licenses on AWS

•Windows Server
•SQL Server Standard

•SQL Server Enterprise
•SharePoint Server
•Other qualifying Microsoft Windows Server
products*

Detail on AWS and License Mobility with SQL Server:
http://aws.amazon.com/windows/mslicensemobility/sql/

4
Summary – What You Will Learn
Part 1

Planning Your Exchange Server Deployment in the AWS Cloud

Part 2

Designing For Site Resiliency and High Availability

Part 3

Configuring For High Availability

Part 4

Sample Deployment Scenario

Part 5

Conclusion and Further Reading

5
Summary – What You Will Build
• Small Business Deployment Scenario (250 mailboxes)
• Designed to provide cost-optimized high performance and
availability that stretches across two AWS Availability
Zones
• Scenario Details:
–
–
–
–
–
–

250 Mailboxes
5 GB Primary Mailbox Quota per User
5 GB Archive Mailbox Quota per User
100 Messages Sent/Received Per User Per Day
Average Message Size of 75 KB
60% Outlook Anywhere, 30% Exchange ActiveSync, 10% Outlook Web App
6
7
Part 1

Planning Your Exchange Server Deployment In The AWS Cloud

Part 2

Designing For Site Resiliency And High Availability

Part 3

Configuring For High Availability

Part 4

Sample Deployment Scenario

Part 5

Conclusion & Further Reading

8
Planning Your Deployment
• Stage 1: Produce a Candidate Design
–
–
–
–
–

Processor Sizing
Memory Sizing
Storage Sizing
Log Replication Sizing
Network Traffic Sizing

• Stage 2: Test the Storage Components
• Stage 3: Verify Server Performance

9
Part 1

Planning Your Exchange Server Deployment In The AWS Cloud

Part 2

Designing For Site Resiliency And High Availability

Part 3

Configuring For High Availability

Part 4

Sample Deployment Scenario

Part 5

Conclusion & Further Reading

10
Designing For Site Resiliency And High Availability

• Regions

• Availability Zones
• Active Directory Site Design
• Cross-Region Deployment

• Client Access Load Balancing
11
Part 1

Planning Your Exchange Server Deployment In The AWS Cloud

Part 2

Designing For Site Resiliency And High Availability

Part 3

Configuring For High Availability

Part 4

Sample Deployment Scenario

Part 5

Conclusion & Further Reading

12
Configuring For High Availability
The whitepaper gives tips on
how to configure the DAG to
get the most out of your
deployment

13
Part 1

Planning Your Exchange Server Deployment In The AWS Cloud

Part 2

Designing For Site Resiliency And High Availability

Part 3

Configuring For High Availability

Part 4

Sample Deployment Scenario

Part 5

Conclusion & Further Reading

14
Sample Scenario
• Small Business Solution (specs on slide 6)
• Deployed in three parts, two of which are scripted
via included AWS CloudFormation templates
1

Launch and Configuration of the Virtual Network and
Active Directory Infrastructure

2

Launch and Configuration of the Exchange Server
Multi-Role Servers

3

Install and Configure Exchange

15
Part 1

Planning Your Exchange Server Deployment In The AWS Cloud

Part 2

Designing For Site Resiliency And High Availability

Part 3

Configuring For High Availability

Part 4

Sample Deployment Scenario

Part 5

Conclusion & Further Reading

16
Conclusion
The secure and reliable AWS cloud infrastructure enables highly
available and site-resilient MS Exchange Server deployments
In this presentation, we gave an overview of the steps to deploy Exchange Server
in the AWS environment. Using the tools that you are already familiar with, we
provided recommendations and planning tips to configure the environment based
upon individual requirements and business needs.
Also provided is a sample deployment scenario using AWS CloudFormation
templates that help you launch in a few clicks. We highlighted several advanced
topics that require careful consideration to successfully deploy Exchange Server
on AWS with confidence.

17
Customer Success Stories
Choice Logistics

Banro Corp

Case Study

Case Study

http://aws.amazon.com/solutions/case-studies/choicelogistics/

http://aws.amazon.com/solutions/case-studies/banro-corporation/

Webinar (replay)

Banro is a Canadian gold mining company with exploration and
development along a major gold belt in the Democratic Republic of
the Congo (DRC). Traditional procurement would have required
long lead times and high capex. It was not possible to estimate
capacity or accurately plan the rollout of the 16+ software systems
that executives expected to be running in less than a year.

http://www.youtube.com/watch?v=wcyBusOiO28
Choice Logistics manages a global logistics network of 800+
locations with a 99% SLA. They have many locations worldwide,
and messaging services are critical to their business. This case
study describes their migration from an on-premises Exchange
2007 solution to Exchange 2010 on the AWS cloud.
"Using AWS makes it easy for us to resize instances and increase
storage without having to go through a lengthy procurement cycle.“
– Tom Bentzen, Director of Information Systems

“The pressure of rolling out key organization systems — including
ERP, workflow systems, email systems, data warehouses, and
reporting tools — required us to deploy these systems at our
Twangiza mine site in the DRC, where we faced the hurdles of
logistics and lack of infrastructure.”
– Thorsten Neumann, Group IT Manager

18
AWS Partner Network
A selection of APN members that specialize in Microsoft Exchange workloads

Smartronix

Booz Allen

Sonian

http://www.smartronix.com

http://www.boozallen.com

http://www.sonian.com

Apparatus

RDA

AIS

http://www.apparatus.net

http://www.rdacorp.com

http://www.appliedis.com

19
Test Drive
The Test Drive enables customers to quickly and easily explore the benefits of using Microsoft server
software on AWS. Developed by APN Consulting and Technology partners, these labs are provided free
of charge for demonstrational purposes. Each Test Drive lab includes up to 5 hours of complimentary
AWS server time. Two Exchange test drives are highlighted, the program also includes versions for
SharePoint, SQL, and storage. http://aws.amazon.com/testdrive/microsoft/

Exchange 2013 HA

Exchange Server 2013

Discover how a company of any size can
achieve High Availability, increased
performance, and the seamless transfer of
resources in this Test Drive. Launch your own
private, secure Exchange instance in less
than 30 minutes and begin sending and
receiving mail at no charge for up to 3 hours.

This lab will provision you a private Exchange
2013 environment in less than 30 minutes on
AWS and show you the new admin
experience for Exchange 2013. In addition,
the lab will provide you with OWA access to
this internal email system.

20
Further Reading
Web Pages
Microsoft on AWS

Whitepapers
Microsoft SharePoint Server on AWS: Reference Architecture

http://aws.amazon.com/microsoft/
Secure Microsoft Applications on AWS

Amazon EC2 Windows Guide
http://docs.aws.amazon.com/AWSEC2/latest/WindowsGuide/

Implementing Microsoft Windows Server Failover Clustering (WSFC)
and SQL Server 2012 AlwaysOn Availability Groups in the AWS Cloud

Microsoft AMIs for Windows and SQL Server
http://aws.amazon.com/windows/ (includes pricing)
https://aws.amazon.com/amis?ami_provider_id=1&platform=Windows
&selection=ami_provider_id%2Bplatform

Contact Us
Microsoft (general)

Microsoft License Mobility

https://aws.amazon.com/microsoft/contact-us/

http://aws.amazon.com/windows/mslicensemobility/
Covers Microsoft Exchange, SharePoint, SQL Server, Lync Server,
System Center Operations Manager, and Dynamics CRM. See page
for specific details including which versions are covered.

SharePoint
https://aws.amazon.com/sharepoint/contact-us/

21
Additional Resources
Exchange Server

AWS

V20.8 of the Exchange 2010 Server Role Requirements
Calculator

AWS Toolkit for Visual Studio

Exchange Processor Query Tool

AWS Windows and .NET
Developer Center

Jetstress

http://aws.amazon.com/net

Jetstress Field Guide

AWS Management Pack for
Microsoft System Center

Exchange Server Load Generator 2010

http://aws.typepad.com/aws/2013/05/awsmanagement-pack-for-microsoft-system-center.html

http://aws.amazon.com/visualstudio

Exchange Client Network Calculator
Exchange Backup solutions listed in the Windows
Server Catalog
Exchange, Firewalls, and Support… Oh, my!

Other
Spamhouse.org block list removal center:
http://www.spamhaus.org/lookup/

22
Microsoft Exchange Server in the AWS Cloud:
Planning & Implementation Guide

Thank You

23

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AWS Webcast - MS Exchange Implementation & Planning on AWS

  • 1. Microsoft Exchange Server in the AWS Cloud Planning & Implementation Guide Presented by Wayne Saxe Content by Shankar Sivadasan & Ulf Schoo Deck by Colin White 1
  • 2. Introduction MS Exchange Server is one of the most mission-critical messaging platforms in the enterprise today. It provides email, scheduling, and tools for custom collaboration across the organization. The AWS cloud provides a suite of infrastructure services that enable you to deploy Exchange Server in a highly available, affordable and fault-tolerant manner. By deploying an Exchange Server architecture in the AWS Cloud, customers can leverage the powerful functionality of Exchange along with the flexibility and security of AWS. The methodology and tools you use to design an Exchange Server deployment are the same whether the target platform is a physical, virtual, or cloud-based infrastructure. Always size Exchange Server deployments as though you plan to install them on dedicated physical hardware, while making sure to consider the performance characteristics of a shared computing environment. This presentation gives an overview of the process to create the example solution. It does not outline each step. For the detailed overview, please consult the whitepaper available here: http://aws.amazon.com/whitepapers/AWS_Exchange_Planning_Implementation/ 2
  • 3. Before You Get Started This is an advanced topic. If you are new to AWS, please visit the “Getting Started with AWS” section of the Online Documentation Page on our website. You should also be familiar with the following topics: • • • • • Amazon EC2 and Amazon VPC Windows Server 2008 R2 Windows Server Active Directory and DNS Windows Server Failover Clustering (WSFC) Microsoft Exchange Server 3
  • 4. Microsoft Platform on AWS Microsoft “License Mobility through Software Assurance” gives Microsoft Volume Licensing customers the flexibility to deploy Windows Server applications with active Software Assurance (SA) on Amazon Web Services. • Partnership to support running Windows Server-based workloads on AWS • Amazon Machine Images (AMIs) with Windows Server and SQL Server today that were jointly developed by Microsoft and AWS • SharePoint Server and other Microsoft server products can be licensed to run on AWS *General info on AWS and License Mobility for a variety of MS server products: http://aws.amazon.com/windows/mslicensemobility/ Two licensing models: Pay-as-you-go – AMI pricing includes software BYOL – use existing licenses on AWS •Windows Server •SQL Server Standard •SQL Server Enterprise •SharePoint Server •Other qualifying Microsoft Windows Server products* Detail on AWS and License Mobility with SQL Server: http://aws.amazon.com/windows/mslicensemobility/sql/ 4
  • 5. Summary – What You Will Learn Part 1 Planning Your Exchange Server Deployment in the AWS Cloud Part 2 Designing For Site Resiliency and High Availability Part 3 Configuring For High Availability Part 4 Sample Deployment Scenario Part 5 Conclusion and Further Reading 5
  • 6. Summary – What You Will Build • Small Business Deployment Scenario (250 mailboxes) • Designed to provide cost-optimized high performance and availability that stretches across two AWS Availability Zones • Scenario Details: – – – – – – 250 Mailboxes 5 GB Primary Mailbox Quota per User 5 GB Archive Mailbox Quota per User 100 Messages Sent/Received Per User Per Day Average Message Size of 75 KB 60% Outlook Anywhere, 30% Exchange ActiveSync, 10% Outlook Web App 6
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  • 8. Part 1 Planning Your Exchange Server Deployment In The AWS Cloud Part 2 Designing For Site Resiliency And High Availability Part 3 Configuring For High Availability Part 4 Sample Deployment Scenario Part 5 Conclusion & Further Reading 8
  • 9. Planning Your Deployment • Stage 1: Produce a Candidate Design – – – – – Processor Sizing Memory Sizing Storage Sizing Log Replication Sizing Network Traffic Sizing • Stage 2: Test the Storage Components • Stage 3: Verify Server Performance 9
  • 10. Part 1 Planning Your Exchange Server Deployment In The AWS Cloud Part 2 Designing For Site Resiliency And High Availability Part 3 Configuring For High Availability Part 4 Sample Deployment Scenario Part 5 Conclusion & Further Reading 10
  • 11. Designing For Site Resiliency And High Availability • Regions • Availability Zones • Active Directory Site Design • Cross-Region Deployment • Client Access Load Balancing 11
  • 12. Part 1 Planning Your Exchange Server Deployment In The AWS Cloud Part 2 Designing For Site Resiliency And High Availability Part 3 Configuring For High Availability Part 4 Sample Deployment Scenario Part 5 Conclusion & Further Reading 12
  • 13. Configuring For High Availability The whitepaper gives tips on how to configure the DAG to get the most out of your deployment 13
  • 14. Part 1 Planning Your Exchange Server Deployment In The AWS Cloud Part 2 Designing For Site Resiliency And High Availability Part 3 Configuring For High Availability Part 4 Sample Deployment Scenario Part 5 Conclusion & Further Reading 14
  • 15. Sample Scenario • Small Business Solution (specs on slide 6) • Deployed in three parts, two of which are scripted via included AWS CloudFormation templates 1 Launch and Configuration of the Virtual Network and Active Directory Infrastructure 2 Launch and Configuration of the Exchange Server Multi-Role Servers 3 Install and Configure Exchange 15
  • 16. Part 1 Planning Your Exchange Server Deployment In The AWS Cloud Part 2 Designing For Site Resiliency And High Availability Part 3 Configuring For High Availability Part 4 Sample Deployment Scenario Part 5 Conclusion & Further Reading 16
  • 17. Conclusion The secure and reliable AWS cloud infrastructure enables highly available and site-resilient MS Exchange Server deployments In this presentation, we gave an overview of the steps to deploy Exchange Server in the AWS environment. Using the tools that you are already familiar with, we provided recommendations and planning tips to configure the environment based upon individual requirements and business needs. Also provided is a sample deployment scenario using AWS CloudFormation templates that help you launch in a few clicks. We highlighted several advanced topics that require careful consideration to successfully deploy Exchange Server on AWS with confidence. 17
  • 18. Customer Success Stories Choice Logistics Banro Corp Case Study Case Study http://aws.amazon.com/solutions/case-studies/choicelogistics/ http://aws.amazon.com/solutions/case-studies/banro-corporation/ Webinar (replay) Banro is a Canadian gold mining company with exploration and development along a major gold belt in the Democratic Republic of the Congo (DRC). Traditional procurement would have required long lead times and high capex. It was not possible to estimate capacity or accurately plan the rollout of the 16+ software systems that executives expected to be running in less than a year. http://www.youtube.com/watch?v=wcyBusOiO28 Choice Logistics manages a global logistics network of 800+ locations with a 99% SLA. They have many locations worldwide, and messaging services are critical to their business. This case study describes their migration from an on-premises Exchange 2007 solution to Exchange 2010 on the AWS cloud. "Using AWS makes it easy for us to resize instances and increase storage without having to go through a lengthy procurement cycle.“ – Tom Bentzen, Director of Information Systems “The pressure of rolling out key organization systems — including ERP, workflow systems, email systems, data warehouses, and reporting tools — required us to deploy these systems at our Twangiza mine site in the DRC, where we faced the hurdles of logistics and lack of infrastructure.” – Thorsten Neumann, Group IT Manager 18
  • 19. AWS Partner Network A selection of APN members that specialize in Microsoft Exchange workloads Smartronix Booz Allen Sonian http://www.smartronix.com http://www.boozallen.com http://www.sonian.com Apparatus RDA AIS http://www.apparatus.net http://www.rdacorp.com http://www.appliedis.com 19
  • 20. Test Drive The Test Drive enables customers to quickly and easily explore the benefits of using Microsoft server software on AWS. Developed by APN Consulting and Technology partners, these labs are provided free of charge for demonstrational purposes. Each Test Drive lab includes up to 5 hours of complimentary AWS server time. Two Exchange test drives are highlighted, the program also includes versions for SharePoint, SQL, and storage. http://aws.amazon.com/testdrive/microsoft/ Exchange 2013 HA Exchange Server 2013 Discover how a company of any size can achieve High Availability, increased performance, and the seamless transfer of resources in this Test Drive. Launch your own private, secure Exchange instance in less than 30 minutes and begin sending and receiving mail at no charge for up to 3 hours. This lab will provision you a private Exchange 2013 environment in less than 30 minutes on AWS and show you the new admin experience for Exchange 2013. In addition, the lab will provide you with OWA access to this internal email system. 20
  • 21. Further Reading Web Pages Microsoft on AWS Whitepapers Microsoft SharePoint Server on AWS: Reference Architecture http://aws.amazon.com/microsoft/ Secure Microsoft Applications on AWS Amazon EC2 Windows Guide http://docs.aws.amazon.com/AWSEC2/latest/WindowsGuide/ Implementing Microsoft Windows Server Failover Clustering (WSFC) and SQL Server 2012 AlwaysOn Availability Groups in the AWS Cloud Microsoft AMIs for Windows and SQL Server http://aws.amazon.com/windows/ (includes pricing) https://aws.amazon.com/amis?ami_provider_id=1&platform=Windows &selection=ami_provider_id%2Bplatform Contact Us Microsoft (general) Microsoft License Mobility https://aws.amazon.com/microsoft/contact-us/ http://aws.amazon.com/windows/mslicensemobility/ Covers Microsoft Exchange, SharePoint, SQL Server, Lync Server, System Center Operations Manager, and Dynamics CRM. See page for specific details including which versions are covered. SharePoint https://aws.amazon.com/sharepoint/contact-us/ 21
  • 22. Additional Resources Exchange Server AWS V20.8 of the Exchange 2010 Server Role Requirements Calculator AWS Toolkit for Visual Studio Exchange Processor Query Tool AWS Windows and .NET Developer Center Jetstress http://aws.amazon.com/net Jetstress Field Guide AWS Management Pack for Microsoft System Center Exchange Server Load Generator 2010 http://aws.typepad.com/aws/2013/05/awsmanagement-pack-for-microsoft-system-center.html http://aws.amazon.com/visualstudio Exchange Client Network Calculator Exchange Backup solutions listed in the Windows Server Catalog Exchange, Firewalls, and Support… Oh, my! Other Spamhouse.org block list removal center: http://www.spamhaus.org/lookup/ 22
  • 23. Microsoft Exchange Server in the AWS Cloud: Planning & Implementation Guide Thank You 23