Transcript Sample Title Slide Standard Template

Electronic Archiving and Legal Discovery –
What’s in it for me?
Danny Milrad
Sr. Manager, Enterprise Vault Product Marketing
Agenda
1
What Problems Do We Solve
2
How Enterprise Vault Works
3
What To Consider With Archiving
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What Problems
Do We Solve
Email Is Mission Critical and Growing
Email has become the
primary medium for how
we communicate. The
consequence is that email
has become a de facto
record repository.
Messaging
CRM / Ecommerce
Supply Chain
Mgmt.
ERP
CIO Magazine, Jan 2005
General Ledger
1985
1990
1995
2000
2005
…
75%
79%
75%
Of A Typical Company’s Intellectual
Property Is Stored In Email
Of Companies Accept Email As
Written Confirmation Of Transactions
Of Fortune 500 Litigation Involves
Discovery Of Email Communication
De Facto Storage
Business Records
Smoking Gun
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Scope Of Information Is Expanding
Email
Exchange,
Domino, …
Collaboration
Files,
SharePoint,
Web, …
IM
Yahoo!, AOL,
MSN, LCS, …
Voice
Digital Voice Mail,
VoIP, …
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Challenge #1: Scaling Is A Dilemma
Challenge: Users Get A Lot Of Email!
Don’t Implement Email Quotas
Implement Email Quotas
Mailboxes Get Bigger and Bigger
Users Hit Their Email Quotas
Exchange Performance Suffers
Storage Costs Grow
Backup/Restore Windows Grow
Missed SLAs or Costly Snapshots
*Microsoft doesn’t support PSTs on
network (Microsoft KB 297019)
Users Create PST Files
Store PSTs
On Laptop
Store PSTs
On Network*
Risk Of Loss
Legal Search
Challenging
Still Using
Storage and
Backup
Help Desk Calls: PST Corruption
and Quota Issues
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Challenge #2: Retention Is Wild West
X
Exchange Server
Backup System
Offsite Tapes
X
X
Joe’s Mailbox
Jack (external)
Sally’s Mailbox
Sally’s PST File
Sally’s gmail Acct.
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Challenge #3: Search Is A Fire Drill
New Federal Rules Of Civil Procedure On 12/1/06 Make This Mandatory
Exchange Server
Export email from
Exchange
mailboxes
Restore email
from local backup
tapes
Backup System
Offsite Tapes
Sally’s PST Files
Restore email
from offsite
backup tapes
De-duplicate
Crack passwords
Image
Filer
Index
Image laptop to
retrieve
PSTs/NSFs
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What Problems
Do We Solve
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How Do I Store This Information?
Store
Microsoft SharePoint
• Old data => cheaper disk
• Eliminate duplicate copies
• Reduce backup time/cost
• Centrally capture all data
• No change for end-users
Microsoft LCS
Microsoft Office
Archive
Microsoft Exchange
Microsoft File Servers
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How Do I Manage This Information?
Manage
Microsoft SharePoint
Microsoft LCS
Microsoft Office
• Classify and tag data
• Migrate over life of content
• Enforce retention policies
• Automatically expire
• Log all actions
Policies &
Content
Archive
Microsoft Exchange
Microsoft File Servers
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How Do I Discover This Information?
Discover
Microsoft SharePoint
• Index email, attachments, files
• End-user search
• Global search
• Secure access control
• Review and workflow
Policies &
Content
Microsoft LCS
Microsoft Office
Archive
Microsoft Exchange
HR
Legal
Microsoft File Servers
Sales
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Intelligent Content Archiving Platform
Store
Manage
Discover
API’s
Exchange
PSTs, PFs
Archive
Store
Domino, SMTP
End-User
Search
Compliance
Accelerator
SharePoint
File Shares
Discovery
Accelerator
IM
Databases
Analytics / Disc.
SAP
Bloomberg
ECM / RM
Encrypted Mail
Classification
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Store: Flexible Email Policies
 Typically
 By age
 By % of quota
 Combination
 Additional options
 Items > size
 Min. archiving age
 Delete original
 Shortcut contents
 By folder
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Store: PST Elimination
PC
Z: Drive
PC Backup
Server Backup
Offsite Tapes
Offsite Tapes
 Locate PSTs
 Network servers
 PCs
 Migrate PSTs into archive
 Even w/ mobile users
 Limited user action
 Dispose of PSTs
 Delete, hide
 Compact
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Store: Flexible File Policies
 Policies
 Grouping of rules
 Per volume or folder
 Based upon metadata
 Size, age, name, …
 Actions
 Allow deletion
 Archive
 Do not archive
 Delete (e.g., MP3)
 Retention (e.g., 7 years)
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Store: Seamless Outlook Experience
Store: Seamless Outlook User Experience
 Icon indicates archived
 Otherwise normal (delete,
forward, reply, preview pane,
etc.)
 Toolbar buttons and menu
options to archive, restore
and search
 Also option for client-less
deployment (“Universal
Shortcuts”)
 Support for Outlook
MAPI, RPC/HTTP, Cached
Mode, Offline and OWA
 Support for Mac
(Entourage) with Safari
browser
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Store: Seamless PST Experience
 Option to recreate
shortcuts in mailbox
 Represent original PST
folder hierarchy
 Option to not place
shortcuts but instead allow
access through Web-based
search and Archive Explorer
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Store: Seamless File Experience
 Represent native file icon
and original size to user
 Placeholder support for
Windows file servers,
NetApp and EMC Celerra
 Agent software runs on
Windows file servers
(deployed with push install)
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Store: Storage Savings
 One copy of same email
and attachments
Exchange
Servers
 Also works for FSA and
SharePoint Archiving
 Also between mailbox and
journal archives in same
Vault Store
 Additional SIS on EMC
Centera (“attachment
separation”)
Vault
Server
Storage
NTFS, NetApp,
EMC, IBM,
Storage TEK, …
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Store: Accelerating Migrations
Mailboxes
Exchange 2003
1. Proactively
archive most of data
in mailboxes
PST Files
4. Legacy PST files
migrated into
archive
Archive
3. Archiving
reduces time for
mailbox move
2. Data reduced
because of single
instance storage
and compression
Mailboxes
Exchange 2007
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Manage: Intelligent Archiving
Intelligent
Classification
Automatic
Classification
User
Classification
Intelligent
Retention
How Long
Should I Keep
This?
Where Should I
Store This?
Intelligent
Discovery
Search and
Discover by
Category
ECM
Classification
Storage Cost
Reduction
Controlled
Preservation &
Disposition
Search
Efficiency &
Faster Review
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Manage: Archive Only What You
Need!
Cost to Manage Archive
Added Intelligence
Single
Instance
Storage
Compression
Intelligent
Filtering
Intelligent
Retention
Size of the Haystack
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Manage: Automated Classification
Microsoft Exchange
Lotus Domino
Exchange Journals
email message AND/OR
Users file into a folder
Archive
EV passes object to ACE for
Classification and Tagging
• Metadata - Sender/Receiver/AD
group
• Content - contains phrase
“confidential” or customer
number “SSN 123-23-1234”
• 40 other packaged policies
ACE
ACE returns
• Retention period
• Include for review
• Exclude for review
• Category tag
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Manage: User Classification
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Manage: ECM Classification
 EMC Documentum Content Server, Retention Policy Services
 IBM DB2 Content Manager, Records Manager
 OpenText LiveLink, Records Manager
 CA MDY FileSurf
 Oracle Stellent Universal Records Manager
 Planned: Hummingbird and Interwoven
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Manage: Granular Provisioning
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Manage: Roles-based Administration
Manage: Roles Based Administration
 Secure access
 Distributed management
 Common infrastructure
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Manage: Adv. Reporting/Monitoring
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Discover: Litigation/FOIA Search
 Search email, attachments,
documents, IM, metadata
 Search by custodian, keyword,
phrase, date range, etc.
 Search custom tags from
classification engines
 Encrypted content is flagged
 Microsoft Rights Management
Server content can be decrypted
and searched
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Discover: Automated Surveillance
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What to
Consider with
Archiving
Case Study – Fulton County, Georgia
• Size: 534 square miles
• Population: 915,000 citizens
• Cities: Sandy Springs, Alpharetta,
Roswell, Mountain Park, Atlanta,
College Park, East Point, Fairburn,
Hapeville, Palmetto, and Union City
• Government employees: 7,000
• IT employees: 145
• $1.639M saved over 3 ½ years (via
archiving and e-discovery solution)
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Things To Consider…
• Archive only what you need
– Critical to provide multiple ways to classify information
– Irrelevant items should be filtered before archival
– Retention policy must allow for multiple, custom retention periods
• Archiving doesn’t stop with email
– Archives must support integrated search and discovery across
multiple data types
– Organizations are buying an archiving platform, not a tactical
email archive…ensure that your vendor has an explicit “open”
strategy
• Archives are mission critical
– Vendors need to spend as much development with manageability
as they do on new functionality
– Show me what’s going on!
– Partnering for the long term is critical
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Why Customers Choose Enterprise
Vault
Scalable
Architecture for the
Long-Term
Proven Track Record
and Customer
Commitment
Flexible
Configurations &
Application Support
 Proven benefits with
4,000+ customers;
7.5M+ mailboxes
 Integrated with
Microsoft Exchange
since 1999
 Platform unified across
email, files, ECM,
SharePoint, etc.
 Proven leadership
validated by Gartner,
Forrester, etc
 Integrated user
experience (e.g.,
desktop search,
Offline Vault)
 Platform for archiving
on heterogeneous
storage
 Proven success with
quantifiable ROI
 Integrated with Rights
Management Services
People’s Choice
 Platform for long-term
data retention (e.g.,
future-proofing)
Tech Innovator Award
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Thank You!
Danny Milrad
[email protected]
408.517.3724 Office
Copyright © 2007 Symantec Corporation. All rights reserved. Symantec and the Symantec Logo are trademarks or registered trademarks of Symantec Corporation or its affiliates in the U.S. and
other countries. Other names may be trademarks of their respective owners.
This document is provided for informational purposes only and is not intended as advertising. All warranties relating to the information in this document, either express or implied, are disclaimed to
the maximum extent allowed by law. The information in this document is subject to change without notice.
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Backup Slides
Fulton County, Georgia
Enterprise Messaging Management
• Challenge
Industry: Government
– Quality services at lower cost
– Protect business-critical information
– Comply with Georgia Open Records Act
• Solution
– Integrated archiving and e-discovery for email, fax, and
VoIP using Symantec Enterprise Vault
– Multi-tier security architecture and data center server
re-imaging using Symantec AntiVirus and Backup Exec
System Recovery
• Benefits
– $1.639 million saved over 3 ½ years (via archiving and
e-discovery solution)
– $2.85 million in cost avoidance associated with
remediation of security breaches from ’01 to ‘06
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Fulton County, Georgia
IT Architecture
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Fulton County, Georgia
Robert Taylor, CIO, Fulton County, Georgia
“Fulton County finds it important to
partner with an industry leader like
Symantec because we want to be on
the leading edge of technology and
to be recognized as a leader in
county government.”
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