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					Archiving with Enterprise Vault
Gerd Bussmann
Presales Tech. Specialist, EMEA Central
Symantec Germany GmbH
Kaiserswerther Strasse 115
D-40880 Ratingen
Agenda




     1   What Problems Do We Solve


     2   How Enterprise Vault Works


     3   What To Consider With Archiving




                                      Enterprise Vault 7.0 Presentation
What Problems
Do We Solve




      Enterprise Vault 7.0 Presentation
Messaging Is Mission Critical




                                                                               75%
                                                                               Of A Typical Company’s
                                                                               Intellectual Property Is
                                                                               Contained Within Email


 75%
 Fortune 500 Litigation                                  CRM
                                                                      Messaging


 Involves Discovery Of
 Email Communication                    Supply Chain

                                 ERP

             General Ledger

            1985          1990         1995       2000            2005


                                                               Enterprise Vault 7.0 Presentation
Information Is Growing Across All
Systems
   Information Is Growing Across All Systems




           Email     Collaboration         IM                       Voice




                      Files,
        Exchange,                    Yahoo!, AOL,     Digital Voice Mail,
                    SharePoint,
        Domino, …                    MSN, LCS, …           VoIP, …
                    ECM/RM…
                                                Enterprise Vault 7.0 Presentation
But I Have Email Quotas…

                          Challenge: Users Get A Lot Of Email!

  Don‟t Implement Email Quotas                                    Implement Email Quotas


                                                               Users Hit Their Email Quotas
 Mailboxes Get Bigger and Bigger

                                                                   Users Create PST Files
  Exchange Performance Suffers

                                                             Store PSTs                  Store PSTs
       Storage Costs Grow
                                                             On Laptop                   On Network*

 Backup/Restore Windows Grow                                Risk Of Loss                  Still Using
                                                            Legal Search                 Storage and
                                                             Challenging                   Backup
Missed SLAs or Costly Snapshots

                                                            Help Desk Calls: PST Corruption
                                                                   and Quota Issues
*Microsoft doesn‟t support PSTs on
network (Microsoft KB 297019)

                                                         Enterprise Vault 7.0 Presentation
Litigation Costs and Risk


 • E-Discovery collection                                  E-Discovery, It can happen to you
                                                     % of firms that have experienced an EDD (Electronic
    –   Did we find everything?                                    Data Distribution) request
    –   Expensive!
                                                                  Telecom                                   63%
 • Legal holds
                                                                  Government                                62%
    –   Where is all the info?                                    Financial                                 59%
    –   Did we really comply?                                     Energy                                    50%
                                                                  Health Care                               42%
 • Early case preparedness                                        Manufacturing                             40%
    –   Should I settle?                                          Education                                 38%
    –   What really happened?                       Source:
                                                    ESG Digital Archiving: End-User Survey & Market Forecast 2006-2010



                           • Nearly 90 percent of U.S. companies with revenue of
                             $1B are facing 147 lawsuits at any given time.

                           • The average cost to defend a corporate lawsuit now
                             exceeds $1.5 million per case.
                                              Source: Gartner Group 2007 Data Center Conference



                                                                               Enterprise Vault 7.0 Presentation
But I Don’t Have A Discovery
Problem…


                    Export email from
                       Exchange
                       mailboxes
Exchange Server                                                            Expensive review
                                        Hand off to third-party
                                           data restoration
                      Restore email       service providers
                    from local backup
                          tapes             De-duplication
Backup System                                  Culling
                                          Indexing / search
                     Restore email            Filtering
                      from offsite       Password cracking
 Offsite Tapes       backup tapes
                                            All $ per item

                     Image laptop to                                       Expensive review
                     retrieve PSTs (+
                    take from server)
Sally‟s PST Files

                                                     Enterprise Vault 7.0 Presentation
A Typical “Solution”: Delete Emails




 X                     X
     Exchange Server        Joe‟s Mailbox                            Jack (external)




                       X
     Backup System         Sally‟s Mailbox




      Offsite Tapes        Sally‟s PST File                        Sally‟s gmail Acct.

                                              Enterprise Vault 7.0 Presentation
How Enterprise
Vault Works




       Enterprise Vault 7.0 Presentation
What Is Symantec Enterprise Vault?




      Enterprise Vault™ provides a software-based
    intelligent archiving platform that stores, manages
      and enables discovery of corporate data while
        reducing costs and simplifying management.




                                        Enterprise Vault 7.0 Presentation
How Do I Store This Information?


                                                                  Store
                                                 • Old data => cheaper disk
                                                 • Eliminate duplicate copies
                         Collaboration           • Reduce backup time/cost
                                                 • Centrally capture all data
                                                 • No change for end-users



                       Instant Messaging


Desktops/Laptops
                                                               Archive

                         Email Severs




                         File Servers

                                           Enterprise Vault 7.0 Presentation
How Do I Manage This Information?


                                                              Manage
                                                • Classify and tag data
                                                • Migrate over life of content
                        Collaboration           • Enforce retention policies
                                                • Automatically expire
                                                • Log all actions

                                                               Policies &
                                                                Content
                      Instant Messaging

Microsoft Office
                                                              Archive

                        Email Severs




                        File Servers

                                          Enterprise Vault 7.0 Presentation
How Do I Discover This Information?


                                                              Discover
                                                 • Index email, attachments, files
                                                 • End-user search
                         Collaboration           • Global search
                                                 • Secure access control
                                                 • Review and workflow

                                                                Policies &
                                                                 Content
                       Instant Messaging

Microsoft Office
                                                               Archive

                         Email Severs


                                                  Legal                        HR

                                                                 Sales
                         File Servers

                                           Enterprise Vault 7.0 Presentation
                  A
                  r
Store: Flexible Content Capture
                  c
                  h
  Store: Flexible Content Capture
                  i Unified Messaging
                  vArchive all data types in
 Exchange/Notes   eExchange (email, voice,
                           fax, IM)

                       S PST Migration
                          Secure
                       t Eliminate“legacy” data
                                    data leakage
   PST Files           o
                       r Classification & Policy
                       e
                       Analyze and classify e-mail
                         Execute policies (block,
 SharePoint/ECM              quar., tag, etc)

                         Exchange Migration
                          Proactively archive
                       content prior to migration
  Legacy Data


                                                     Enterprise Vault 7.0 Presentation
Store: Flexible Archiving Policies

  Store: Flexible Archiving Policies

                                              • Typically
                                                      • By age
                                                      • By % of quota
                                                      • Combination
                                              • Additional options
                                                      • Items > size
                                                      • Min. archiving age
                                                      • Delete original
                                                      • Shortcut contents
                                                      • By folder




                                     Enterprise Vault 7.0 Presentation
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”)




                               Enterprise Vault 7.0 Presentation
Store: Seamless User File Access



  •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)




                                   Enterprise Vault 7.0 Presentation
Store: Automated PST Migration
   Store: Automated PST Migration


• Avoids common .PST problems
     • Storage waste/consumption
     • Data leakage (IP theft)
     • Data loss (accidental deletion)
• Reduces impact on backups
     • Assuming .PSTs are backed up!
     • Single instance reduces size
     • Reduces backup windows
• Retains corporate knowledge
     • Enables retention enforcement
     • Removes risk of accidental
     deletion
     • Ensures discoverability




                                         Enterprise Vault 7.0 Presentation
Store: End User Search Via WDS

   Store: End User Search Via WDS




                                 Enterprise Vault 7.0 Presentation
Store: Compression and De-
Duplication
  Store: Compression and De-Duplication

Exchange                                     • One copy of same
Servers                                        email and attachments
                                             • Email, Files Systems,
                                               SharePoint and IM
                                             • Additional SIS on EMC
                                               Centera (“attachment
Vault                                          separation”)
Server




Storage            NTFS, NetApp,
                      EMC, IBM,
                   Storage TEK, …




                                    Enterprise Vault 7.0 Presentation
Manage: Roles Based Administration

  Manage: Roles Based Administration

                                     • Secure access
                                     • Distributed
                                       management
                                     • Common infrastructure




                               Enterprise Vault 7.0 Presentation
Manage: Granular Provisioning

• Not every user needs same policy
    • E.g., different age-based policy for
      “heavy” users
    • E.g., different shortcut expiry for
      “heavy” users
    • E.g., different Retention Category for
      sets of users
• Provisioning Groups
    • Included in standard Enterprise Vault
      license
    • Each group associates archiving
      settings with its members
    • Users, groups, OUs, LDAP queries
      or the „whole domain‟
• Why Granular Provisioning?
    • Simplify management
    • Handle “exception” users more easily
    • Control Exchange storage more
      effectively



                                               Enterprise Vault 7.0 Presentation
What To
Consider With
Archiving




       Enterprise Vault 7.0 Presentation
Why Customers Choose Enterprise
Vault
     • Proven Track Record and Customer Commitment
        – Proven benefits with 4,000+ customers; 7.5M+ mailboxes
        – Proven leadership validated by Gartner, Forrester, etc
        – Proven success with quantifiable ROI (Return on Infestment)
     • Flexible Configurations & Application Support
        – Integrated with Microsoft Exchange since 1999
        – Integrated user experience (e.g., desktop search, Offline Vault)
        – Integrated with Rights Management Services
     • Scalable Architecture for the Long-Term
        – Platform unified across email, files, ECM, SharePoint, etc.
        – Platform for archiving on heterogeneous storage
        – Platform for long-term data retention (e.g., future-proofing)




                                                                Tech Innovator Award
                                           People’s Choice



                                                             Enterprise Vault 7.0 Presentation
Proven Track Record & Customer
Commitment
 Proven Track Record & Customer Commitment




                                 Enterprise Vault 7.0 Presentation
Proven Track Record & Customer
Commitment

    • Investment in product development
       – 40 when KVS was acquired (09/2004)
       – Currently 200+
       – Growing to more than 200 by end of 2007
    • Investment in customer support
       – 10 when KVS was acquired (9/2004)
       – Currently 110
       – Growing to more than 110 by end of 2007
    • Investment in customer satisfaction
       – Regional Technical Product Management group
       – Assigned to key strategic customers
       – Roadmap, user groups, best practice white papers, etc.



                                                   Enterprise Vault 7.0 Presentation
 Forrester Wave™: Message Archiving
 Software, Q4 '05, Forrester Research, Inc.,
 December 2005


                                                                     Enterprise Vault Named as the
                                                                             Market Leader


                                                                  “Symantec offers the market-leading
                                                                  message archiving software product,
                                                                  when all factors are considered: current
                                                                  offering, strategy, and market presence.
                                                                  Symantec offers a best-of-breed,
                                                                  integrated solution that has features for
                                                                  mailbox management, regulatory
                                                                  compliance, and eDiscovery.”
                                                                                         -- Erica Rugullies
                                                              The Forrester Wave is copyrighted by Forrester Research, Inc. Forrester and
                                                              Forrester Wave are trademarks of Forrester Research, Inc. The Forrester Wave is a
                                                              graphical representation of Forrester's call on a market and is plotted using a
                                                              detailed spreadsheet with exposed scores, weightings, and comments. Forrester
                                                              does not endorse any vendor, product, or service depicted in the Forrester Wave.
                                                              Information is based on best available resources. Opinions reflect judgment at the
Source: Forrester Wave™: Message Archiving Software, Q4 '05   time and are subject to change.




                                                                              Enterprise Vault 7.0 Presentation
Market & Thought Leadership

                                                                                               E-Mail Active-Archiving Market Size, 2004


     3rd Time in a row as only leader
                                                                                                                                        EMC                                                    Zantaz                                           CommVault
                                                                                                                                       18.3%                                                    9.2%                                              3.9%
                                                                                                                                                                                                                                                               IBM
                                                                                     iLumin                                                                                                                                                                    2.9%
                                                                                      19.2%                                                                                                                                                                Other
                                                                                                                                                                                                                                                           14.6%



                                                                                                                                              Symantec
                                                                                                                                             Total 31.9%

                                                                             Total New License Revenue = $88.7 Million



                                                                          Source: Gartner Dataquest (April 2005)


                                        The Magic Quadrant is copyrighted April 2005 (fill in date of publication) by Gartner, Inc. and is reused with permission. The Magic Quadrant is a graphical representation of a marketplace at and for a specific time period. It depicts Gartner's
                                        analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technology users to select
                                        only those vendors placed in the "Leaders" quadrant. The Magic Quadrant is intended solely as a research tool, and is not meant to be a specific guide to action. Gartner disclaims all warranties, express or implied, with respect to this
                                        research, including any warranties of merchantability or fitness for a particular purpose.




                                                                                                                                  Enterprise Vault 7.0 Presentation
Conclusion: Flexible Configurations &
Application Support
• Strongest commitment to Microsoft integration
   – Microsoft “Managed ISV” and “Gold Certified Partner”
   – First to offer SharePoint archiving
   – Partnered with Microsoft on Exchange 2007 since January 2005
• Best-in-class user experience
   – Full support for desktop search. Outlook, Outlook Web Access
   – Forward, reply, delete, preview, etc. all works as normal
   – Minimal user impact for PST migration
• Best-in-class integration with Exchange
   – Archive recalls do not force data to be restored to Exchange
   – Automated support for Outlook delegates
   – No software installed on Exchange mailbox servers




                                                       Enterprise Vault 7.0 Presentation
Conclusion: Scalable Architecture for
Long-Term
• Open platform
  – Broadest sources – SharePoint, IM, file servers, …
  – Partner integrations – SAP, databases, fax, …
  – RM connectors to EMC, IBM, OpenText and Stellent
• Open Storage Layer
  – Storage-agnostic – NetApp, HDS, IBM, Sun, HP, …
  – Deepest integration in industry with EMC Centera
  – Automated migration to 3rd tier (disk, NBU, TSM, etc.)
• Open data formats
  – “Future-proofing” with HTML rendition of content
  – XML-accessible version of content
  – Metadata stored in standard SQL Server database




                                                       Enterprise Vault 7.0 Presentation
Conclusion: Scalable Architecture for
Long-Term
• Lowest cost of storage
   – Small index (~3% - 12% of data) and SQL (~1% of data) size
   – Intelligent Archiving to filter out content and control retention
   – Legal hold granularly holds ONLY what is needed
   – Shortcut expiry + Archive Explorer reduces footprint in Exchange
   – Single instance storage across Retention Categories
• Lowest cost of management
   – Vault Store Partitions for efficient backup/restore
   – Automated index rollover
   – Single, small footprint client to deploy
   – Self-service tools for E-Discovery and monitoring (Accelerators)
   – Roles-based administration for distributed management (EV 7.0)




                                                           Enterprise Vault 7.0 Presentation
Thank you.
Gerd Bussmann
Presales Tech. Specialist, EMEA Central
Symantec Germany GmbH
Kaiserswerther Strasse 115
D-40880 Ratingen
Mail: gerd_bussmann@symantec.com

				
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