Symantec™ Data Center Solutions for Microsoft® Exchange
Symantec™ Data Center Solutions
for Microsoft® Exchange
Technical Brief: Data Center
Protecting data and applications was once a simple story: Establish a routine policy for business applications along with
corporate data and back up all information seven days a week. As time passed and the volume of data increased, minimal
improvements were made to shorten the backup window or reduce recovery time because it was challenging to have all data
protected within the same backup window.
Fast forward to the present: Rich media and databases push corporate data growth at an alarming pace, business
applications are running on multiple platforms and are larger in size and complexity, and applications that were once thought
of as luxuries, such as email, have shifted to mission-critical status requiring reliable protection. Corporate governance,
industry regulations, and government compliance demand constant improvements and upgrades for processes, while
sensitive data dramatically rises at remote sites with increased service level expectations, proving the infrastructure is
anything but centrally managed.
Technical Brief: Data Center
THE CHALLENGE OF DATA CENTER COMPLEXITY
Although data protection processes and technologies are among the most mature in information technology, the growing
size, criticality, and complexity of data center environments—coupled with the surge of demand placed on them—are raising
new challenges. Moreover, enterprises face increasing complexity when using multiple vendors for point solutions to solve
problems of clustering, volume management, archiving (including email), file system management,
This brochure outlines the synergy of the Veritas NetBackup™ Platform (which includes Veritas NetBackup,
NetBackup PureDisk™, and Veritas™ Backup Reporter), Symantec Enterprise Vault™, Veritas Storage Foundation™ for
Windows® and Veritas™ Cluster Server to eliminate this complexity by delivering next-generation solutions with centralized,
end-to-end management for heterogeneous protection services. This brochure is organized into three sections: Managing
Storage, Protecting the Application, and Addressing Compliance and Discovery.
As email has become the central hub for communication in the office, the amount and size of messages circulating has
exploded. Managing storage for the inbound data within the environment has become a central issue and challenge
for the system.
To deliver the appropriate level of availability to Microsoft Exchange, a variety of protection requirements need to be
considered, including storage management, application clustering, disaster recovery, and data protection.
These disciplines minimize, or even eliminate, both planned and unplanned downtime. Symantec’s market-leading
Veritas NetBackup, Veritas Storage Foundation for Windows, Veritas Cluster Server, and Symantec Enterprise Vault
products deliver industry-unique capabilities that seamlessly manage infrastructure, reduce costs, and continue
to exceed the service level agreements expected by the business.
An integrated software stack comprised of Storage Foundation for Windows and Veritas Cluster Server—Veritas
Storage Foundation HA for Windows—combines robust storage management and clustering to provide comprehensive
protection against planned as well as unplanned downtime. Storage Foundation for Windows enables online administration
of storage hosting Microsoft Exchange mailboxes and Enterprise Vault stores. For instance, manual or policy-driven
automated online volume growth, online DAS to SAN migration, online array migration, and online volume re-layout. Veritas
Cluster Server tightly integrates with Storage Foundation for Windows to ensure data, access to data, and applications that
use or create data are protected at all times against local as well as site-wide failures.
The integration between Storage Foundation and NetBackup enables operational simplicity. Arduous and complex
scripts are no longer required, which is beneficial for initial set up, but the simplicity is also realized each time applications,
databases, Storage Foundation, NetBackup, or hardware is upgraded, changed, or retired over time.
Technical Brief: Data Center
Storage Foundation and its FlashSnap™ facility provide organizations with the ability to take point-in-time copies
of critical applications, such as Microsoft Exchange, as well as databases to create a consistent point-in-time copy that can
be used for off-host processing, disk-based backup, and disk-based recovery. FlashSnap is completely storage hardware
independent and is often used as part of a broader tiered storage strategy. Storage Foundation and NetBackup have the
ability to seamlessly coordinate with the NetBackup™ Snapshot Client when a consistent point-in-time copy can be made
and then ”handed to” NetBackup for an off-host backup. This coordination helps to minimize the burden on production
applications during backup processes. This same capability for Microsoft Exchange can be done with other applications on
other non Windows platforms to help to streamline processes across the data center environment.
Enterprise Vault enables organizations to eliminate quotas and message size restrictions and give users a mailbox of
virtually unlimited size at the same time controlling message store growth. Enterprise Vault also leverages optimized single
instance storage and compression technologies to further reduce the data footprint. By controlling the size of the storage
footprint, the applications and servers hosting them remain focused on real-time transactions. The online archive also
enables organizations to rationalize storage resources and dedicate primary storage to dynamic and transactional data.
Older, less frequently accessed content can be moved to a secondary or tertiary storage device, saving money for
more strategic purposes.
Enterprise Vault can also help organizations to migrate and archive email’s from end-user created .pst files into the
archive repository while maintaining end user access. Centralizing user search and accessibility to this information enables
companies to significantly reduce the amount of data stored in local and network based .pst. Ingesting this information and
effectively eradicating these files improves performance, scalability, and eases maintenance of Outlook clients and
NetBackup and Enterprise Vault provide integration that enables customers to define automatic, policy-based
migration strategies that move archived data from disk managed by Enterprise Vault to tape or other media managed by
NetBackup. A policy can be set for transparent migration from disk to tape all under the management of NetBackup. Data
remains visible, searchable and accessible to Enterprise Vault users, even though the data has moved to tape. Requests
initiate a transparent recall of data from tape using NetBackup. As data expires from the Enterprise Vault archive, Enterprise
Vault can instruct NetBackup to erase the data. Wherever Enterprise Vault data is stored—whether tape or disk—it is
transparent to the user. This helps customers to define automation and policy-based migration strategies that move archived
data from disk managed by Enterprise Vault to tape or other media managed by NetBackup, helping customers leverage their
backup infrastructure to manage archived data. NetBackup can also protect the Enterprise Vault archive by migrating it to
tape for longer-term storage.
NetBackup PureDisk offers storage and bandwidth-optimized data protection for the data center, remote office, and
virtual environments. It reduces the size of backups with a deduplication engine that can be deployed for storage reduction
of disk backups by 10 times or more versus tape. PureDisk can reduce the size of Microsoft Exchange backups at the source,
ideal for remote offices, smaller environments, or in the data center using proven application protection technologies. The
Technical Brief: Data Center
PureDisk deduplication engine can reduce the size of a full Microsoft Exchange backup by as much as 90%. All application
agents use Microsoft Volume Shadow Copy Service (VSS) to perform backup and restores of Microsoft Exchange 2003 and
For advanced, business-level reporting, Veritas Backup Reporter can report on Microsoft Exchange across
NetBackup, Symantec Backup Exec™, PureDisk and even third-party backup environments. Backup Reporter gives a business
context to reporting which enables customers to track historical storage capacity growth as well as provide backup service
level compliance reports such as Recovery Point Exposure for critical applications such as Microsoft Exchange.
PROTECTING THE APPLICATION
Because Microsoft Exchange has become the de facto standard for communication across most organizations, it is not
surprising that employee productivity dramatically declines if email servers go down. To reduce the ramifications of this
happening, a clear disaster recovery plan is an integral component of any organization. It is essential that companies
implement reliable strategies for maintaining availability. The proven strategy for achieving this level of availability is by
deploying Microsoft Exchange in a clustered environment with Veritas Cluster Server.
While data protection solutions require application data to be recovered from disk or tape at a previous point in
time, some applications require more rapid recovery from unplanned failures, and Microsoft Exchange is no exception.
Veritas Cluster Server minimizes downtime of applications such as Microsoft Exchange and Enterprise Vault that comprise
the messaging ecosystem with the ability to quickly detect failures and failover an application (running on physical or virtual
server) to an available server over local, metropolitan, or wide-area distances.
A few highlights of Veritas Cluster Server include cost-effective n+m clustering with as many as 32 nodes in a
single cluster, disaster recovery across wide-area networks and different IP subnets, non-disruptive disaster recovery
testing, centralized management from a single Web console, support for multiple operating systems and storage arrays, and
integration with multiple-disk replication solutions, including Volume Replicator from Symantec. Veritas Cluster Server has
the ability to monitor the health of the Enterprise Vault services and storage, and automatically trigger a failover if necessary
to maintain system availability.
NetBackup offers several different layers of protection for Microsoft Exchange depending on the recovery point
objective (RPO) or recovery time objective (RTO). Because not all applications or environments require the same levels of
protection, NetBackup provides the flexibility to pick the appropriate level while retaining central management.
To ensure minimal application disruption, NetBackup provides a Microsoft Exchange agent that provides hot online
backups. This prevents having to take the server offline or depend on scripting to export the application to the file system.
To help reduce the amount of storage required for Microsoft Exchange backups, NetBackup has built-in, patent-pending,
Technical Brief: Data Center
Granular Recovery Technology (GRT). GRT allows for a single-pass backup while maintaining full disaster recovery and
individual email, folder or mailbox restores. The benefit is that this single-pass backup allows for approximately half the
storage over the previously required two-pass backup while maintaining equal recovery functionality.
Depending on service levels, there is a variety of best practices for protecting Microsoft Exchange environments
with NetBackup, including:
• Leverage Microsoft Exchange 2007 Cluster Continuous Replication or CCR (the capability to replicate
data between clustered nodes) or Local Continuous Replication or LCR (the ability to replicate
locally between two disk volumes). The NetBackup client with the Microsoft Exchange agent option
recognizes CCR or LCR environments and will always back up the passive node. It also allows for
control if it should failover to backing up the active node if the passive node is not available.
• Off-host backup using the NetBackup Enterprise Client with the Microsoft Exchange agent option allows
a snapshot to be taken of the Microsoft Exchange instance and then mounted on an alternative server to
perform the backup. This practice is ideal for heavily utilized, 24x7 production systems that cannot afford the
disruptions or slowdowns that are caused by regular backups. All of the benefits previously described with GRT
and CCR/LCR can be realized without having a performance impact on the Microsoft Exchange server because
the NetBackup server is sending the data to the backup infrastructure. Microsoft® Outlook users continue to
use Microsoft Exchange after the snapshot has been taken while NetBackup does all of the heavy lifting.
• Through the hardware array or file system (such as Veritas Storage Foundation), the Snapshot Instant
Recovery feature available within the NetBackup Enterprise Client provides the ability to schedule,
catalog and retain snapshots. This allows users to retrieve point-in-time copies from disk for the fastest
recovery possible. Data is captured locally at the client, and therefore, does not need to move data across
the network or to tape. Only catalog entries (metadata) are sent to the NetBackup server to accurately
track the point-in-time copy that was created or identified for use with the NetBackup software.
• Continuous Data Protection (CDP) technology provided by NetBackup™ RealTime
Protection captures every write at the LUN level. This provides a higher level of protection
than regular backup and snapshots by offering any point-in-time restore.
• In the event of a disaster, NetBackup provides integrated Bare Metal Restore™. This allows a Windows
(or UNIX® or Linux®) server to be recovered within minutes from a network boot. This requires minimal
user intervention, automated hardware discovery, and the ability to recover to dissimilar hardware.
For added protection, Veritas Cluster Server provides resiliency to both the NetBackup Master Server and the Veritas
Technical Brief: Data Center
Backup Reporter Management Server and agent to ensure seamless failover onto another node in the event of a failure with
the primary node. Veritas Cluster Server technology is also integrated within NetBackup PureDisk to ensure automated
online failover of any node in the disk-backup storage pool.
ADDRESSING COMPLIANCE AND DISCOVERY
With the increasing criticality of email and the adherence of government regulations, search and discovery have been an
integral part of any organization. Specifically, IT is being asked to:
• Ensure that electronic records, including unstructured content such as email and IM,
are being collected, indexed, and retained according to corporate policies
• Respond rapidly to requests for finding specific documents and emails in backup and storage based on the
context, such as date, sender or recipient, and content, including keywords, subject line, and attachments
• Retrieve unstructured data from all variety of devices, including laptops and handhelds
• Restore data and present it in native format
Symantec Enterprise Vault facilitates data collection, storage, and discovery, and helps demonstrate compliance with
laws and standards. This enables organizations to:
• Proactively enforce email, file, and document retention policies
• Optimize data collection and ensure accessibility in order to reduce search, review, and legal discovery costs
• Comply with governance rules and standards and increase litigation preparedness
• Enforce legal holds on data destruction
Today, legal departments and IT must work together to develop email retention systems that not only ensure that
records are not accidentally lost or deleted, but can also ensure rapid recovery. Organizations faced with litigation involving
e-discovery must be able to apply indefinite litigation hold of relevant content with minimal strain on storage and
Enterprise Vault enables the discovery of content within email, file system, and collaborative environments. It
manages content via automated, policy-based archiving to online stores for the retention and retrieval of information. The
software manages archived information according to defined policies, including policies governing the amount of time files
are retained. It enables managers to set unique retention polices for different types of information and protect archived
items from deletion or expiry to save them for litigation. All content is fully indexed so archived information can be rapidly
accessed, and indexing supports more than 350 file types so a search can find information within a zip file, email, Microsoft
Office document, and more.
Enterprise Vault software works seamlessly with Microsoft Exchange journaling in order to satisfy the corporate legal or
regulatory retention requirements. Enterprise Vault can be configured to retain a copy of all email messages sent and received,
ensuring that they are kept for the appropriate period of time required to meet regulatory or legal retention requirements