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  <h1>Surgemail Clustering Architectures</h1>

  <p><font face="Arial, Helvetica, sans-serif">To achieve very high reliability,
    redundancy or scalability, surgemail can be configured using a combination
    of several clustering architectures. Each clustering architecture has its
    own advantages and tradeoffs which you must consider in relation to your business
    need. The clustering architectures include:</font></p>
  <ul>
    <li><font face="Verdana, Arial, Helvetica, sans-serif"><a href="#mirror">
      live replicate server using mirrorring </a>(recommended)</font></li>
    <li><font face="Verdana, Arial, Helvetica, sans-serif"><a href="#functional">functionally
      split across several servers</a> (recommended)</font></li>
    <li><font face="Verdana, Arial, Helvetica, sans-serif"><a href="#shared">traditional
      shared storage cluster. </a> (not recommended)</font></li>
    <li><font face="Verdana, Arial, Helvetica, sans-serif"><a href="#proxy">domain
      split across several servers using proxy mode</a> (not recommended)</font></li>
    <li><font face="Verdana, Arial, Helvetica, sans-serif"><a href="#3level">three
      layers model using proxy mode </a> (not recommended)</font></li>
    <li><font face="Verdana, Arial, Helvetica, sans-serif"><a href="#combination">choosing
      which one to use</a></font></li>
  </ul>

  <h2><a name="mirror"></a>Live replicate (Mirrorring)</h2>
  <p><font face="Arial, Helvetica, sans-serif">Using surgemail mirrorring you
    can setup two servers to be continually updated &quot;live replicates of each
    other&quot; allowing you to send mail in to either system and read mail back
    from either server. In this configuration there is no single point of failure
    and if there is a major hardware problem on either server, you can failover
    to the second server with no interruption of service. Also, if one system
    goes down for maintenance, it will auto-resynch when it comes back online.</font></p>
  <p><font face="Arial, Helvetica, sans-serif">Mirrorring is the simplest and
    most cost effective way of getting a system with high reliablility and high
    redundancy. This is particularly useful if your mail load &quot;can easily&quot;
    be handled on a single server. </font></p>
  <p><img src="images/cluster_mirror.gif" width="749" height="331"></p>
  <p><font face="Arial, Helvetica, sans-serif">This failover can be done a variety
    of ways, but the recommended ways is either to use router based failover or
    manually switched using an extra floating IP address that is allocated to
    the primary server. </font></p>
  <ul>
    <li><font face="Arial, Helvetica, sans-serif"><b>Router based failover</b>
      If you are using router based failover it is recommended that you configure
      the router such that all consecutive connections from a single IP address
      get connected to the same server. This does not matter for POP and SMTP
      but is important for IMAP (and Webmail) connections. Alternatively configure
      the router so that all connections go to one server and failover to the
      second server if the first server stops responding for a period.</font></li>
    <li><font face="Arial, Helvetica, sans-serif"><b>Manual IP switching</b> Some
      people prefer to have more control over the failover, or do not have routers
      capable of hardware failover. In this case point your DNS record to an extra
      floating IP address that you manually allocate to one or other of the mirrorred
      servers.</font></li>
    <li><font face="Arial, Helvetica, sans-serif"><b>Other</b> Note there are
      some alternative options for failover the use of which is discouraged, such
      as switching DNS records (long delays) or using <a href="help/failover.htm">scripts</a>
      to switch floating IPs (not reliable).</font></li>
  </ul>
  <p><font face="Arial, Helvetica, sans-serif">Considerations:</font></p>
  <p><font face="Arial, Helvetica, sans-serif">For more information on configuring
    mirrorring see </font><font face="Arial, Helvetica, sans-serif"><a href="mirror.htm">Mirrorring
    FAQ and Configuration examples</a> help page.</font></p>

  <h2><a name="functional"></a>Functionally split</h2>
  <p><font face="Arial, Helvetica, sans-serif"> Surgemail can be functionally
    split across several servers. The main reason to use this is if your mail
    load is too large for one server (eg 40000 user+) and / or you have a particularly
    heavy spam loading or webmail client loading. </font></p>
  <p><font face="Arial, Helvetica, sans-serif">You can pick and match what you
    want to support on each server, but typically you would setup say 2 front
    end systems for spam and virus filtering. A single mail system to handle storage
    of local mail including access to this using POP and IMAP. And one or more
    webmai systems which handle the webmail load and talk to the primary mail
    server when necessary using IMAP.</font></p>
  <p><font face="Arial, Helvetica, sans-serif">This is the most efficient way
    to implement a high reliabilty system with a high level of scalability. Dependant
    on your user needs this allows you to host up to 100,000 users on your primary
    mail server.. </font></p>
  <p><img src="images/cluster_functional.gif" width="668" height="252"></p>
  <p><font face="Arial, Helvetica, sans-serif">Other considerations:</font></p>
  <ul>
    <li><font face="Arial, Helvetica, sans-serif"> A functionally split architecture
      can be combined with mirrorring. You would simply introduce one more system
      into the above architecture which is a mirror of the primary mail system.
      As per mirrorring this removes the single point of failure (with associated
      mail data loss) you would otherwise have if your main mail system were to
      fail.</font></li>
    <li><font face="Arial, Helvetica, sans-serif">Mail will continue to be accepted
      by the filter systems if there is a problem with your primary mail system.</font></li>
  </ul>
  <p><font face="Arial, Helvetica, sans-serif">For detailed configuration information
    see </font><font face="Arial, Helvetica, sans-serif"><a href="clustering_functional.htm">configuring
    functionally split cluster</a> help page</font></p>

  <h2><a name="shared"></a>Shared storage cluster</h2>
  <p><font face="Arial, Helvetica, sans-serif"> Surgemail can be configured in
    a more traditional shared storage cluster configuration using an NFS (or other)
    shared storage device for providing standard mail services.</font></p>
  <p><font face="Arial, Helvetica, sans-serif"> In this configuration you have
    several servers all running surgemail handling all mail services storing users
    mail using the same central storage. The incoming connection load is shared
    between all servers using an appropriate technique. This is typically a hardware
    based load balancing router.</font></p>
  <p><font face="Arial, Helvetica, sans-serif"><img src="images/cluster_shared.gif" width="755" height="329"></font></p>
  <p><font face="Arial, Helvetica, sans-serif">This configuration has the advantage
    that it is truely symmetric and you can easily add in one or more servers
    if required. However the shared storage cluster configuration has two significant
    disadvantages:</font></p>
  <p><font face="Arial, Helvetica, sans-serif"> 1) Less efficient - Several, normally
    in memory optimisations (in particular quota handling and file locking) needs
    to be done on disk, increasing the disk IO load.</font></p>
  <p><font face="Arial, Helvetica, sans-serif">2) Some of surgemail advanced features
    are not fully functional (eg surgeplus calendaring)</font></p>
  <p><font face="Arial, Helvetica, sans-serif">For detailed configuration information
    see </font><font face="Arial, Helvetica, sans-serif"><a href="clustering_shared.htm">configuring
    shared storage cluster</a> help page.</font></p>

  <h2><a name="proxy"></a>Domain split (Proxy mode for huge systems)</h2>
  <p><font face="Arial, Helvetica, sans-serif">Proxy mode allows a domain to be
    split across several physical servers. This systems allows both infinite scaling,
    and 3 layer security. Incoming POP/SMTP connections arrive at one of several
    front end 'proxy' servers (running SurgeMail in proxy mode) these servers
    then lookup the user in the networked user database (via LDAP or our own TCPAuth
    module) and along with the normal response an extra response code of 'tohost=backend.host.name'
    is returned, the proxy then redirects the user to the appropriate back end
    system.</font></p>
  <p><font face="Arial, Helvetica, sans-serif">So you might run 4 back end systems,
    each with 100,000 users, and 2 front end systems. To add more users you just
    add as many front end and back end servers as needed to cope with the load.
    </font></p>
  <p><img src="images/cluster_proxy1.gif" width="824" height="339"></p>
  <p><font face="Arial, Helvetica, sans-serif">Each user is only on one of the
    back end systems, the only piece in the system that has to handle all the
    users is the user database, which is a relatively trivial task as the quantity
    of data per entry is so small. We recommend the use of NWAuth or LDAPAuth
    but any of the database back end authent modules would be suitable.</font></p>
  <p><font face="Arial, Helvetica, sans-serif">For detailed configuration information
    see </font><font face="Arial, Helvetica, sans-serif"><a href="clustering_proxy.htm">configuring
    proxy mode cluster</a> help page.</font></p>

  <h2><a name="3level"></a>Three tier model (Proxy mode for increased security)</h2>
  <p><font face="Arial, Helvetica, sans-serif">In the tree layer model, proxy
    mode is used to split the system in to three tiers (separated by a firewall),
    each with a different security level. The top layer of servers exposes webmail
    directly via http. The middle tier exposes POP / IMAP via proxy systems and
    the backend systems are not directly exposed to the network at all.</font></p>
  <p><font face="Arial, Helvetica, sans-serif"> <img src="images/cluster_proxy2.gif" width="769" height="243">In
    particular some telcos require this structure to their mail system.</font></p>
  <p>&nbsp;</p>

  <h2><a name="combination"></a>Combination &amp; tradeoffs</h4>
  <p><font face="Arial, Helvetica, sans-serif">As already noted a combination
    of the above can also be used. Typical examples that you might use:</font></p>
  <ol>
    <font face="Arial, Helvetica, sans-serif">
    <li> Functionally split cluster + backup of mail system using mirrorring</li>
    </font> <font face="Arial, Helvetica, sans-serif">
    <li>Proxy mode split cluster + backup of each backend mail system using mirrorring</li>
    </font>
  </ol>
  <p><font face="Arial, Helvetica, sans-serif">By themselves the clustering techniques
    compare as follows:</font></p>
  <table class="plain_table" width="100%">
    <tr>
      <th width="36%">&nbsp;</td>
      <th width="13%">Mirror</td>
      <th width="18%">Functionally split</td>
      <th width="15%">Shared Storage</td>
      <th width="18%">Domain split (proxy)</td>
    </tr>
    <tr>
      <td width="36%" height="66">Provides processing redundancy</td>
      <td width="13%" height="66">Some</td>
      <td width="18%" height="66">Yes</td>
      <td width="15%" height="66">Yes</td>
      <td width="18%" height="66">No (but can be added by splitting to functionally
        split or shared storage clusters)</td>
    </tr>
    <tr>
      <td width="36%">Provides data redundancy</td>
      <td width="13%">Yes</td>
      <td width="18%">No (but can be added using mirrorring)</td>
      <td width="15%">No (but can be added using mirrorring)</td>
      <td width="18%">No (but can be added using mirrorring)</td>
    </tr>
    <tr>
      <td width="36%">Provides load sharing</td>
      <td width="13%">Some</td>
      <td width="18%">Yes</td>
      <td width="15%">Yes</td>
      <td width="18%">Yes</td>
    </tr>
    <tr>
      <td width="36%">Provides for incremental upgrades</td>
      <td width="13%">Some</td>
      <td width="18%">Some</td>
      <td width="15%">Yes</td>
      <td width="18%">Some</td>
    </tr>
    <tr>
      <td width="36%">Use of basic mail features</td>
      <td width="13%">&nbsp;</td>
      <td width="18%">&nbsp;</td>
      <td width="15%">&nbsp;</td>
      <td width="18%">&nbsp;</td>
    </tr>
    <tr>
      <td width="36%">&nbsp;&nbsp;&nbsp; SMTP</td>
      <td width="13%">Yes</td>
      <td width="18%">Yes</td>
      <td width="15%">Yes</td>
      <td width="18%">Yes</td>
    </tr>
    <tr>
      <td width="36%">&nbsp;&nbsp;&nbsp; POP</td>
      <td width="13%">Yes</td>
      <td width="18%">Yes</td>
      <td width="15%">Yes</td>
      <td width="18%">Yes</td>
    </tr>
    <tr>
      <td width="36%">&nbsp;&nbsp;&nbsp; IMAP</td>
      <td width="13%">Yes</td>
      <td width="18%">Yes</td>
      <td width="15%">Yes</td>
      <td width="18%">Yes</td>
    </tr>
    <tr>
      <td width="36%">&nbsp;&nbsp;&nbsp; Webmail</td>
      <td width="13%">Yes</td>
      <td width="18%">Yes</td>
      <td width="15%">Yes</td>
      <td width="18%">Yes</td>
    </tr>
    <tr>
      <td width="36%">Use of advanced features:</td>
      <td width="13%">&nbsp;</td>
      <td width="18%">&nbsp;</td>
      <td width="15%">&nbsp;</td>
      <td width="18%">&nbsp;</td>
    </tr>
    <tr>
      <td width="36%">&nbsp;&nbsp;&nbsp; Surgeplus Filesharing</td>
      <td width="13%">Yes</td>
      <td width="18%">Yes</td>
      <td width="15%">Yes</td>
      <td width="18%">Yes</td>
    </tr>
    <tr>
      <td width="36%">&nbsp;&nbsp;&nbsp; Surgeplus Calendaring</td>
      <td width="13%">Yes</td>
      <td width="18%">Yes</td>
      <td width="15%">Some*</td>
      <td width="18%">Yes*</td>
    </tr>
    <tr>
      <td width="36%">&nbsp;&nbsp;&nbsp; Mailing Lists</td>
      <td width="13%">Yes</td>
      <td width="18%">Yes</td>
      <td width="15%">Yes*</td>
      <td width="18%">Yes*</td>
    </tr>
  </table>
  <p>* Some special conditions apply. eg functionality may need to be setup on
    only one particular system in the cluster or not all of the advanced functionality
    may be available.</p>
  <h4>&nbsp; </h4>

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