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Microsoft Exchange 2010 and the Archiving Misconception

Posted in Messaging & Archiving by usanalyticssolutionsgroup on May 28, 2010
Jason J.

Jason J. Senior Consultant

With the release of Exchange 2010, I’ve heard an incredible amount of buzz regarding their archiving feature.  When your career centers around the world’s number one email archiving product, people tend to ask you questions when Microsoft decides to dip their ten-ton toe into your waters.  The bulk of the curiosity, of course, centers around whether or not Symantec should be worried.  More specifically, it begs the question,

“If Exchange has its own archiving, why should I bother buying extra software?”

Well my friend, that’s a very good question.  Seeing as the answer might have me training for other work, I figured I’d better do some research.microsoft exchange

What I’d found was rather typical of any first attempt Microsoft makes at an application or feature:  Namely, it falls short of its goal.  Not to say that there aren’t some good aspects of Exchange 2010 archiving mind you; the retention and discovery features seem to be quite innovative and a massive improvement over Exchange on its own.  Unfortunately, that’s where the archiving functionality ends.  One of the most critical components of archival and content management, that of storage management, is left out of the Exchange Archiving equation.

When it comes to archiving, the best products are the ones that provide a wide range of storage options.  We’re dealing with centralized control of a company’s unstructured information after all, and these days that sort of data easily runs into the Terabytes for even the smaller organizations.  If you’re forced to stick to a certain type of storage – particularly the more expensive, higher performing storage – for data that isn’t necessarily accessed that often, you are essentially wasting money in hardware you don’t need.

With Exchange 2010 archiving, the ‘archive’ provided for each user mailbox is essentially an extra mailbox.  This mailbox, surprisingly enough, not only has to reside on the same storage device as the user’s mailbox, but in the same Information Store as well!  I find this particularly dumbfounding, as Mailbox Archiving was originally designed to keep information store sizes as small as possible.  The Information Store is a database, after all, and a database simply performs better when it’s smaller.  It seems incredibly counter-intuitive then, to double your mailboxes within a store, call them archives, and then encourage email hoarding Symantec Enterprise Vaultby dumping older emails into those secondary mailboxes.  No matter the claims Microsoft makes as to their information stores handling much more capacity, I still can’t see it as a good idea to encourage IS growth!

All other features aside – And I could easily argue that Enterprise Vault outperforms the new Exchange archiving features – this Exchange storage issue is a deal-breaker as archiving solutions go.  Enterprise Vault’s ability to archive email and other content to flat-file storage and away from database structures affords it a much greater capacity per server, while allowing for much cheaper, lower-performing devices than could be viable on an Exchange 2010 server.  Taking into account the extra Enterprise CAL’s involved with their archiving and the extra servers and storage required, organizations can still see significant ROI’s when utilizing Enterprise Vault’s archiving.  Add to that the advantages of compression and single-instancing across all other types of Enterprise Vault archiving, and the storage savings becomes that much more significant.

Suffice to say, I don’t plan on looking for other work any time soon.

6 Responses

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  1. Andy Blevins said, on June 3, 2010 at 12:08 am

    Great post Jason!

    I’ve got similiar interest in this question, but from the other side of things. I am and work for an organization of messaging specialists – specifically consulting (and more importantly) managed services for MSFT UC (Exchange, SharePoint, OCS). We’ve done a whole lot of Exchange 2010 work since last October, quite a bit of it for large organizations.

    On the archival front I’m a fan of EV – it just works, and is a very safe decision for large organizations (or smaller ones) that need great eDiscovery, retention, and storage benefits across multiple platforms. The big question we work with is: “When can Exchange 2010 Archiving save our customers money?”. My answer so far is “It can’t, but Exchange 2010 CAN reduce your need for an archival solution.”

    With Exchange 2010′s large mailbox support (read 2GB, 5GB, 10+GB mailbox size limits), snap-backup (no more streaming backups), drastically reduced IOPS and disk speed requirements, and database replication improvements we’ve found that we design towards 1TB or 2TB 7200 RPM drives quite a bit. On Exchange 2007 and earlier it was always smaller, faster disks (also MUCH more expensive). What this means in the end is that in *most* cases (there are always exceptions) if companies don’t have any real legal retention requirements and aren’t in need of a high-end eDiscovery tool we recommend they not spend the licensing, hardware, and storage costs on an archival tool.

    When it comes to organizations that DO have real requirements around Archival (not just “Help! We’ve got so much data!”) then we recommend getting some serious archival solutions in place. EV tops my list.

    Its hard to underestimate the impact of Exchange 2010′s performance shift to the age-old problem of email data. With my background in messaging I had the same reaction you did when i heard that the Exchange 2010 archival feature was keeping data in the same store. “Somebody missed the boat entirely.” i said – and as you stated MSFT is great at not really hitting the nail on the head several times in a row in the beginning. I will say that in a very early service release they will be seperating out data from the archival store and the standard “on-line” mailbox store.

    My thinking is this: organizations are going to move back to buying archival because of compliance and legal reasons, and less because of being overwhelmed by email data. Things could be very different in a year – but currently thats where we see our customers saving money with Exchange 2010.

    Andy

    • Jason Jensen said, on June 3, 2010 at 7:11 pm

      Well-said, Andy, and thanks for the thoughtful reply. I personally haven’t seen the larger, high-performance environments that would put a load on Exchange 2010, so I’m still on the ‘wait-and-see’ wagon when it comes to heralding the performance improvements you mentioned. Until they actually get that service release out that you also mentioned, I’m just wondering why organizations wouldn’t just allow large mailboxes and forget about the Exchange archiving feature for now… unless, of course, they’re needing to expire items ASAP.

      Once that fix is out to get archives on a different information store though, I can definitely see this becoming far more viable as the ‘archiving lite’ solution, yes. At any rate, it’s definitely going to be interesting to see how this changes the playing field.

      Jason

  2. [...] 2010/06/03 Koen Vermoesen Leave a comment Go to comments Earlier on today Symantec tweeted an article comparing archiving features offered by both Symantec Enterprise Vault and Microsoft Exchange [...]

  3. Jeff said, on October 13, 2010 at 2:33 am

    I was wondering if the information is still valid with the sp1 release? If not, can you tell me what the short comings are that remain?

  4. Jeff said, on October 13, 2010 at 2:37 am

    Does it still make sense to look at third party archiving systems with the release of sp1.

  5. Jason Jensen said, on October 13, 2010 at 3:15 pm

    I think it definitely makes sense, Jeff. While SP1 lets you archive to separate information stores, it still doesn’t allow you the extra flexibility and ROI that archiving solutions such as Enterprise Vault provide. Remember that Exchange 2010 no longer has any sort of single-instance storage, and the choice of physical storage is still fairly limited. Putting in a separate archiving solution allows for more efficient use of storage, with a much wider variety of storage options.
    Add to that the enhanced archiving policy, lifecycle control and discovery options, and it’s definitely worth taking a closer look at products such as Enterprise Vault. Microsoft still has a long way to go until they catch up to true mailbox archiving at this point.


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