Transcript Slide 1

How to sell
Professional Archive Manager
for Exchange
Metalogix - Confidential
Who We Are
 Leading provider of archiving and content migration
solutions for Microsoft products
 Globally active in 30 countries since 1989
 4 offices in North America, 7 worldwide
 Over 2000 customer installations across all verticals
 Award-winning archiving solutions
 Top-tier technology investors: Insight Venture Partners
and Bessemer Venture Partners
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Metalogix Archiving Products
File
Exchange
Sharepoint
Professional Archive Manager for Exchange is a
best-of-breed, scaleable, fully compliant
solution for Microsoft Exchange
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Award-Winning Professional Archive Manager for
Exchange
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Broad Client Base: Large & Small Customers
Across All Verticals
CUSTOMERS
AAMSI Associated Aircraft Manufacturing & Sales Inc. | ACON Laboratories | AFD
Furniture |AJO Partners | Alexander Morford and Woo | All Covered |
Architectural Design Consultants Inc | Ares | Atlanta Convention and Visitors
Bureau | Atlanta Visitors Bureau | Brownsville Public Utilities | CCRD | Center for
Global Development | Charles River Development | CIM Group | Coblentz, Patch,
Duffy & Bass | Cornerstone Systems | Crown Group | Department of State | DTC |
Dynamic Solutions | Eplica | Eurofresh Farms | Florida Clay County | Fortune
Diversified Industries | GA Lottery | GDS | GLY | Goldman Antonetti | Gordon &
Mott | Goverment of Bermudas | Haber Group | Heritage Bank | Hi-tronics |
Hyperion Capital Management | Indiana Credit Union League | Inta | Lance
Armstrong Foundation | Mason Companies | Murdock Goldenberg Schneider and
Groh LPA | Netsource one | Nomaco | Oakwood | Paragon Metals | Peppercom |
Premier-IT | Pringle | Prosperity Bank | Red Capital Group | Softwareplus |
Stutzman, Bromberg, Esserman & Plifka | Tempest Corp | Union Steel | United
Community & Family Services | US Army | USDA US Department of Agriculture |
Van Deusen & Associates | World Wide Technologies ……
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INDUSTRIES
 Government
 Financial
 Healthcare
 Media
 Manufacturing
 Legal
 Retail
 Energy
 Technology
… and many more
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EMEA Customers
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Blue Chips
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Email Problems
1
AVG Corporate Message Sent /
Received Per Day / Per User
Growing technology costs
 Annual growth in email volume
 Large amounts of expensive storage to
maintain mission critical high availability
 Back up costs (tape libraries, media)
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233
225
207
2
Maintaining Compliance
200
187
 FRCP, Sarbanes-Oxley, HIPAA, PCI, PIPEDA
etc.
170
175
3
Less Productivity
 Slow Exchange Service, poor performance
 User can’t access archived files
4
Inadequate Disaster Recovery
 Risk of data loss or corruption
 Long and difficult DR process
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150
125
2008
2009
2010
2011
2012
Source: Radicati Group
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Typical Company Dilemma
Options
Issues
Headaches




Option 1
Don’t Implement Email Quotas
Option 2
Implement Email Quotas
Bigger and Bigger Mailboxes
Users Reach Their Email Quotas and
Create their own PST Files
Exchange Performance Suffers
Storage Costs Grow
Backup/Restore Windows Grow
Missed SLAs or Costly Snapshots
• Storage/email costs over budget
• Slow technology service
• Disaster recovery
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 Users Store PSTs On Laptop
(Risk of Loss, challenging legal search)
OR
 Users Store PSTs on Network
(company still uses storage & backup,
MSFT doesn’t support PSTs on network
(MSFT KB 297019)
• Compliance
• End user frustration (PST
corruption, quota issues)
• Disaster recovery
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Complex Needs Across Organizations
Business / Legal
 Compliance - SEC 17a-4, SOX, HIPAA, etc.





Capture, retention, encryption
Extraction, search, search-in-search
Litigation hold/ Case management
Examination
Record destruction procedure
 Cost control
 Storage de-duplication
 Compression
 DR
 Storage & extraction  Minimal user impact
 Backup & recovery
 Seamless integration
with Microsoft Outlook
 Efficient technology
 Platform support (HW,
SW, OS, Mail, Client)
 User ID management
 Meta data capabilities
 Index/ Database
 Architecture
End User
 Ease-of-Use
 Easy access to
information past and
present
 Ability to control
“own” data
Technology
Professional Archive Manager for Exchange
meets all your needs
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How Does Professional Archive Manager for
Exchange Meet Your Needs?
=
1
Lowers Technology costs
2
Meets Compliance
3
Improves Operational Efficiency
4
Prepares for Disaster Recovery
5
Easy to Implement
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Customer Profile
SMB Technology Buyer
Enterprise Technology Buyer
Enterprise Business Buyer
• Job title: IT Professional
• Job title: IT Professional
• Job title: CTO
• Firm size: <500
• Target firm size: >500
• Target firm size: >500
• # of seats: <500
• # of seats: >500
• # of seats: >500
• Most important responsibilities
and activities:
• Most important responsibilities • Most important responsibilities
and activities:
and activities:
- Minimize impact on end users
- Cost reduction
- Operational efficiency
• Reasons for looking for an
email archiving solutions
- Exchange server overburdened
- Unwieldy PST file management
- Storage costs exceeding budget
• Reasons for choosing Metalogix
- Seamless integration with
Outlook
- Ease of installation - works with
existing technical infrastructure
- Robust solution
- Cost reduction
- Disaster recovery
- End user satisfaction
• Reasons for looking for an
email archiving solutions
- Exchange server overburdened
- Unwieldy PST file management
- Storage costs exceeding budget
- Cost reduction
- Compliance
- Disaster recovery
• Reasons for looking for an
email archiving solutions
- Storage costs exceeding budget
- Compliance
- Disaster recovery
• Reasons for choosing Metalogix • Reasons for choosing Metalogix
- Seamless integration with
Outlook
- Ease of installation – works with
existing technical infrastructure
- Robust solution
- Lower storage/server costs
- Ease of installation – works with
existing technical infrastructure
- Satisfies compliance and
disaster recovery needs
1. Lowers Technology Costs
Low Storage
Cost
+
Low Management
Cost
+
Low Cost of
Discovery
 Up to 80% of Exchange
store removed
 Integrates with AD
security and permissions
 Self-service tools for
discovery and monitoring
 Small index (<12% of data)
 Roles-based
administration for
distributed management
 Intelligent Archiving to
filter out content and
control retention
 Automated index
rollover for reduced
management effort
 Legal Hold granularly holds
ONLY what is needed
 Small SQL size (<1% of
data)
 Delta Archiving (only the
changes archived)
 Shortcut/stub expiry
reduces Exchange storage
 Single Instance Storage
(SIS) across Retention
Categories and multiple
repositories
 Single, small footprint
client to deploy
 No charge for compliance
capabilities
 Customized archiving via
easy scripting
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2. Meets Compliance
Comprehensive
Archiving
 Protect & store emails
+
Flexible Archiving
Policies
 Scheduled and manual
archiving
 Dedicated retention
categories
 User managed archiving
 Full Versioning
 Threshold archiving
 All changes/edits to
emails are kept
 Full audit trail
+
 Journal or direct archiving
(15% vs. 3% overhead)
 Your choice, same effect
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eDiscovery
 Full text search for
users and
administrators
 Ecase / discovery
suite
 Guarantee no
deletion out of
archive without
authorization
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3. Improves Operational Efficiency
Fully Integrated HSM
+
 Media Storage Manager part
of solution
 Single instance storage (SIS)
 Compresses attachments and
emails
 Offloads Exchange server by
retrieving Archived mails
directly from archive media
 Post-processing capability
transfers archived emails to
any third party system (e.g.
Interwoven)
 Automatic synchronization of
shortcuts – those not in use
marked for deletion
Saves Time for IT
Administrator
 Admin interface
provides:
 Quota checking
 Automatic alerting in
case of failure
 Full text search
 PST file importer
 Restoring lost items,
folders, mailboxes
 Restoring deleted
shortcuts/ stubs
 Add-in rights set for each
group/user
+
Fully Scaleable
 Advanced federated
search across multiple
platforms and
environments
 Supports 25 languages
 Fully scalable when new
hardware is added and
more data indexed
 Single instance storage
and indexing
 Automatic failover and
load balancing
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4. Prepares for Disaster Recovery
Protect Against
Loss
 Parallel writing onto
different storage systems
 Tamper-proof archive
media
 Continuous replication to
any off-site location
 Data integrity preserved
guaranteeing a corruptfree recovery process
+
Access Exchange
Services in Seconds
 Backup email client
portal (Archive Web)
reduces user downtime
+
Fully Integrated
Disaster Recovery
 Mirrored environments
enable two location
archiving…
 No latency in distributed
environment
 Near-point repository
provides immediate
access
 SMTP data recovery
connector
 Multiple archiving
locations
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5. Easy to Implement & Use
+
Full MS Applications
Support
5.5
2000
2003
MS
Exchange
MS
Outlook
XP
OWA
DB
support
for SQL
Server
Cluster
Support
AD integration
2005
Express
2007
2008
Works with Heterogeneous
Environments
+
 Oracle DB support
 Mac and blackberry
support/ compatibility
 Native storage support
for systems and
software
 WORM, DVD, NAS,
SAN, Jukeboxes, etc.
 PointSoftware,
Pegasus, Amass,
Saperion
 Enterprise Content
Management integration
 100% support of
VMWare and Citrix
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Easy to Use &
Implement
 No Prof. Svcs
required
 Thin client – no
installation or client
rollout needed!
 Full text search for
users
 View and retrieve all
versions
 Advanced Federated
search
 Across all systems
and servers
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PAM for Exchange Features
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
MS Exchange support for 5.5, 2000, 2003, 2007
Seamless MS Outlook support for Outlook 2000, XP and 2003, 2007
OWA support for OWA 5.5, 2000, 2003, 2007
Database support for MS SQL Server 2000, 2005, 2008, Express, ORACLE
8.1.7 and above
Native support for storage systems like WORM, DVD, NAS, SAN, Jukeboxes
etc.
Native support for storage software like PointSoftware, Pegasus, Amass,
Saperion
Full HSM functionality, parallel storage
Cluster support for W2003/2008
Single Instance Storage
Public Folder archiving
User mailbox archiving
Attachment and email compression
Scheduled archiving
Manual archiving
User managed archiving
Direct archiving
Threshold archiving
Journal archiving
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PAM for Exchange Features
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Quota checking
Versioning
OWA support
Automatic alerting in case of failure
Fulltext search for users and admin
PST file importer
Restoring of lost items, folders, mailboxes
Thin client - no installation needed!
Thick client
Post processing!
Blackberry support
Dedicated retention categories
Macintosh support!
Ecase/discovery suite
Business Integration
Enterprise content management integration
Multiple archiving locations
Automatic failover and load balancing
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Version 4 – Whats new
•
New installation package
•
New Archive web – tagging, federated search, auditing
•
New search technology – Lucene, Microsoft Search Server
•
New statistics feature
•
New PST segmentation – define the max size of files
•
New Post Processing configuration
•
New HSM Plugin
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Fully Integrated Product with Unique Features
Full Integration
Unique Features
Integrated HSM
Delta Archiving
Integrated Web Access
Native Encryption
Integrated Full Text
and Federated Search
Indexed over Multiple
Vaults
Integrated eDiscovery
Suite
Live Data Archiving
Integrated Outlook
Plugin
Automatic Retrieval of
emails for DR
Integrated Journal or
Direct Mail Archiving
End User Transparency
Integrated PST
Gathering/ Archiving
Completely Scaleable in
Distributed Environment
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Architecture of Professional Archive Manager for
Exchange
AD
integration
Thin client, no
installation
required
Email replaced
with a stub
Granular/ flexible
policies;
Journal/ direct
Archiving
Storage Media
of your choice
SIS
Heterogeneous
environment
Fully
integrated
HSM
Separate
Archiving and
Retrieval reduces
latency and
increases
performance
Metalogix - Confidential
Compressed by GZIP
Original .MSG Format
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Reason for Purchase
Why did you choose PAM for Exchange over competitors?
(Please rank top 5 reasons, 1=Most Important)
Ranked by % of respondents who selected option
as either their #1 or #2 reason
N. America
Germany
EMEA
APAC
WW
(n=24)
(n=25)
(n=19)
(n=4)
(n=72)
Rank
%1&2
Rank
%1&2
Rank
%1&2
Rank
%1&2
Rank
%1&2
Price
2
33%
3
28%
3
26%
3
50%
3
31%
Metalogix brand strength
8
0%
6
12%
8
5%
8
0%
8
6%
Product ease of use and configuration
4
25%
1
56%
2
47%
2
50%
2
43%
Reseller recommendation
7
4%
7
8%
7
11%
7
0%
7
7%
Other recommendations (e.g., peers, reviews)
3
25%
5
12%
6
11%
6
0%
4
15%
Own other Metalogix product (e.g. document
management)
6
4%
8
4%
4
16%
5
0%
6
7%
Product features
1
79%
2
48%
1
68%
1
75%
1
65%
Ease of migration from PST to Metalogix
5
13%
4
12%
5
11%
4
25%
5
13%
• Customers typically chose Metalogix because of product features, followed by product ease of use and configuration and price
• US customers were an exception – they prioritized price and other recommendation ahead of product ease of use and configuration
Reasons for Product Use
Why do you use PAM for Exchange and how important is each reason?
(Please rate all that apply)
Ranked by % of respondents who indicated
reason as a major reason
N. America
Germany
EMEA
APAC
WW
(n=24)
(n=23)
(n=19)
(n=4)
(n=70)
Rank
%Major
Reason
Rank
%Major
Reason
Rank
%Major
Reason
Rank
%Major
Reason
Rank
%Major
Reason
Archive Emails for compliance
4
33%
2
78%
3
37%
2
50%
3
50%
Retain Emails for internal inquiries / investigation
3
46%
3
74%
5
32%
5
25%
3
50%
Retain Emails for backup
4
33%
5
57%
3
37%
2
50%
5
43%
Reduce PST maintenance
2
50%
4
61%
2
42%
2
50%
2
51%
Reduce load on Exchange Server
1
79%
1
96%
1
79%
1
75%
1
84%
Ranked by % of respondents who indicated
reason as a major or minor reason
N. America
Germany
EMEA
APAC
WW
(n=24)
(n=23)
(n=19)
(n=4)
(n=70)
Rank
%All
Rank
%All
Rank
%All
Rank
%All
Rank
%All
Archive Emails for compliance
5
63%
2
96%
5
58%
4
75%
5
73%
Retain Emails for internal inquiries / investigation
2
88%
3
83%
4
68%
5
75%
4
80%
Retain Emails for backup
4
79%
3
83%
2
79%
1
100%
3
81%
Reduce PST maintenance
3
83%
3
83%
2
79%
1
100%
2
83%
Reduce load on Exchange Server
1
96%
1
100%
1
89%
1
100%
1
96%
• Customers use PAM for Exchange to reduce the load on their Exchange Server –84% of customers selected this as a major reason
• Reduce PST maintenance is typically the second most important reason, although in Germany it was archiving emails for compliance
Features
Which feature of PAM for Exchange most impressed you?
100%
90%
4%
8%
4%
80%
4%
9%
17%
70%
3%
4%
7%
11%
5%
5%
11%
Post Processing
21%
13%
PST Gatherer / Importer
60%
30%
100%
50%
40%
Direct Archiving
5%
Integrated HSM Engine
83%
61%
30%
Outlook Add-in
53%
20%
User Transparancy
39%
0%
n=24
n=23
– 61% of customers WW selected it
as the most impressive
• This was consistent across
all regions, although
– Germany was also interested in
Outlook add-in (30% vs. 39% for
user transparency)
– EMEA showed interest in the
integrated HSM engine (21% vs.
53% for user transparency)
10%
N.
Germany
America
• User transparency was the
most important feature
EMEA
APAC
n=19
n=4
WW
n=70
Installer
Who installed PAM for Exchange in your organization?
100%
90%
n=24
n=24
n=19
4%
4%
8%
5%
13%
n=4
n=71
100%
3%
15%
4 Other party
26%
80%
35%
Outside partner
n=26
6%
13%
19%
n=9
11%
n=5
20%
4 Other party
22%
70%
Outside partner
29%
3 (e.g., reseller)
3 (e.g., reseller)
38%
60%
37%
50%
40%
75%
58%
90%
n=31
80%
70%
60%
Response by size:
50%
Metalogix
2 service
personnel
83%
Metalogix
80%
40%
2 service
personnel
67%
30%
30%
46%
20%
29%
32%
10%
52%
Myself or
1 someone else
in the org
25%
Myself or
42%
20%
1 someone else
in the org
10%
0%
N.
Germ any
Am erica
EMEA
APAC
WW
Customers in N. America typically installed the product themselves
while customers in Germany and EMEA worked with Metalogix
service personnel
0%
1-100
101-500
501-1000
1000+
No significant differences in installer by customer size with the
exception of the largest customers, who worked with external
parties
Whats coming down the pipe
•
User side retention categories
•
Rich search plugin
•
Highlighting
•
Advanced auditing features – including user side
•
Public Folder migration
•
Provisioning services
•
Intrafind – Text classification etc
Why Metalogix?
1
Lowers your
technology costs
2
Meets Compliance
3
Improves Operational
Efficiency
4
Prepares for Disaster
Recovery
5
Easy to Implement & Use
Metalogix fully meets your
Exchange archiving needs
and solves your current
problems
Metalogix - Confidential
Integrated Archiving is our
Business!
28
Professional Archive Manager for Exchange
Download your free
30-day trial
You‘ll never look back!
Metalogix
E-Mail: [email protected]
URL: www.metalogix.com
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