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Archiving Email and Documents

Raghu Kodali
Product Management & Strategy
URM & UOA
The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decisions.
The development, release, and timing of any
features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.




                                                      2
 Agenda

• Background
  – Business problem
  – Email is focal point
• Product Details
  – Strategy & Architecture
  – Universal Online Archive
  – Email Archive Service
• Next steps




                               3
Background




             4
The Business Problem
Historical Content



                       Historical
                        Content




       Active
      Content




                                    5
The Business Problem
A Quantitative Example

       The Content Situation at




                                                                         1.3B




                                21M               55M
           1M

     Active Documents       Active Emails   Archived Documents      Archived Emails
          Active Content (30 Day Life)          Historical Content (5 Year Life)
                 (1.5% of Total)                        (98.5% of Total)


                                                                                      6
 The Business Problem
 Historical Content Now Needs Real Management

Primary Drivers
• eDiscovery and regulatory compliance demand content
  retention and policy-driven lifecycles
   – SEC, NASD, SOx have specific retention requirements
   – FRCP Rule 26 formalizes ESI as evidence and stipulates
     management—Fortune 500s average 125 law suits in progress
• eDiscovery also demands rapid content access
   – FRCP Rule 26 formalizes ESI delivery requirements
• Traditional drivers such as DR, IP protection, and
  controlling storage costs have not gone away




                                                                 7
        The Business Problem
        Email is Focal Point

     • Growing size of email data
     • Regulatory compliance and eDiscovery require retaining email
       records
     • Market size of $207 million in 2006*
           – Increase of 42.8% from 2005
     • Market growth to $1.0 billion by 2011
     • Largest volume (>7 Exabytes per year)and fastest growth
     • Numerous high-visibility corporate scandals involving emails: 1
       in 4 companies have had email subpoenaed
     • Email archiving/retention a key element of records management
       and e-discovery: in virtually every deal




*New software licenses revenue    Source : Gartner Magic Quadrant for Active Email Archiving - 2007   8
Product Details




                  9
Archiving and Oracle ECM
Part of a Broader Strategy for Content Management
    Secure Information Across and Beyond Management Environments
                                 Information Rights Management




                               Federated Enterprise Search
                                     Secure Enterprise Search


    Lifecycle Management for Content Stores, Including Legacy Systems
                                  Universal Records Management

           A                     A                     A                    A                         A
Legacy                 File              Microsoft                Email                 Generic
 ECM                  Servers            SharePoint              Archives               Adapter

                           A                                     A                                    A
 Active Content                   Transactional Content                Historical Content
 Universal Content Mgmt.             Imaging & Process Mgmt.            Universal Online Archive



                                                                       A = Repository Adapter
                                                                                Search, Archiving, & URM




                                                                                                           10
 Product Strategy
 Overview

Deliver a solution for long-term management of massive
volumes of historical information that is
• Universal: capable of managing all types of content
• Highly scalable: permitting ingestion of millions of objects
  per day and management of billions of objects online
• Live: providing flexible content organization and fast, easy
  content access
   – facilitating e-discovery
   – providing ready access to corporate knowledge
   – replacing separate backup technologies
• Transparent: permitting continued, seamless user access
  to archived content
• Proven: leveraging the Oracle Database, Fusion
  Middleware, and Content Management along with best-in-
  class partner technologies

                                                                 11
     Product Strategy
     Archiving Architecture
                                                                 SQL Descriptions of         Import Schema
                                                                   Links and Metadata
                                                             (e.g. Attributes, Folders,
                                                           Permissions, Policies, etc.)


                  Content & Metadata
                  (Triggered by explicit
                   or implicit user action
                 or policy-driven process)

                                                      Text/Metadata Indices

                                                                                                High-Volume
                          Stubs                                 Object ID’s                        Import
                                                                                                   Handler
                                                      Content
Content Source                          Archive Services
                                      (Oracle and Partners)
• Exchange                                                          Content converted to LOBs
• Notes                                                                    or managed
• SharePoint                                                            in-place as BFiles    UOA Schema

• File Servers
• Others
                                                      Storage Accessible
                                                            To UOA



                                                                                                              12
     Universal Online Archive
     Leveraging Proven Archiving Infrastructure
                                                                 SQL Descriptions of        Import Schema
                                                                   Links and Metadata
                                                             (e.g. Attributes, Folders,
                                                           Permissions, Policies, etc.)


                  Content & Metadata
                  (Triggered by explicit
                   or implicit user action
                 or policy-driven process)

                                                      Text/Metadata Indices

                                                                                               High-Volume
                          Stubs                                 Object ID’s                       Import
                                                                                                  Handler
                                                      Content
Content Source                          Archive Services
                                      (Oracle and Partners)
• Exchange                                                          Content converted to LOBs
• Notes                                                                    or managed
• SharePoint                                                            in-place as BFiles   UOA   Schema

• File Servers
• Others
                                                      Storage Accessible
                                                            To UOA



                                                                                                             13
                            Universal Online Archive
                            Leveraging Proven Archiving Infrastructure

                                                    Content Sources
                                                                                                        URM


                                           Oracle and Partner Archive Services


                                   High-Volume                                                          URM
                                 Import Handlers               Content DB APIs, Services, and UIs      Handler
High-Volume Import Engine




                                                                      Classification Framework        Content
                                                                                                       LCM

                                                                  Content DB Business Logic

                                                                            CM SDK
                                                     Repository Management               Storage Management




                             Import
                                                                                 Tiered Storage
                            Schema
                                      Oracle DB Repository

                                                                                                                 14
 Universal Online Archive
 Scalability Proof Points

• Allstate Insurance
   – Over 500 million documents under management
   – Averaging 4-6 million new documents/week
   – Peak ingestion rates of 7 million documents per day
• La Caixa (Bank of Spain)
   – Achieving 3 million document/day rate
   – Expecting to eventually manage over 9 billion documents online
• OCLC (Online Computer Library Center)
   – Over 400 million documents online
   – Access rates as high as 1 million documents/day
• National Ignition Facility (LLNL)
   – World’s largest scientific archive
   – Burst rates of hundreds of Gbs per ―shot‖

                                                                      15
    Email Archive Service
    Leveraging Proven Email Archiving (OEM Technology)
                                                                  SQL Descriptions of        Import Schema
                                                                    Links and Metadata
                                                              (e.g. Attributes, Folders,
                                                            Permissions, Policies, etc.)


               Content & Metadata
               (Triggered by explicit
                or implicit user action
              or policy-driven process)

                                                      Text/Metadata Indices

                                                                                                High-Volume
                        Stubs                                   Object ID’s                        Import
                                                                                                   Handler
                                                      Content
  Content Source                          Email Archiving

• Exchange                                                          Content converted to LOBs
• Notes                                                                    or managed
• Other Email Servers                                                   in-place as BFiles    UOA Schema




                                                      Storage Accessible
                                                            To UOA



                                                                                                              16
    Email Archive Service
    Best-in-Class Email Archiving (OEM)

ZL Technologies
•   Capture from MS/Exchange and Lotus Notes
•   SMTP or journaling capture for use with other email systems
•   Distribution list expansion
•   De-duplication of both messages and attachments—true single-
    instance storage
•   Full, partial, and attachment-only stubbing of messages
•   Email compliance post-review capabilities
•   Integrated email server disaster recovery
•   Email content classification
•   User declaration of archived email and archive search
•   Oracle-compatible, enterprise-scalable technology stack
•   Proven technology with industry’s largest implementations (UBS,
    Wachovia, Morgan Keegan)



                                                                      17
 Product Strategy
 What Makes It Different

• Complete:
  – One solution for all types of content
  – Best-in-class technologies for content capture
  – An integral component of a comprehensive ECM solution
• Integrated:
  – Provides both consolidated archiving and federated in-place
    lifecycle and records management
  – A complete solution from a single vendor
• Open:
  – Based on standard products
  – Utilizes Oracle technology stack
  – Delivered on multiple platforms



                                                                  18
Demo




       19
         Roadmap

      UOA 10g (Available Q4 FY 2008)
      • High Volume Import Engine
      • Content Lifecycle Manager
      • Generic Archive Interface Adapter
      • URM Adapter for UOA
      • Email Archiving

      UOA 11gR1+ (next release) *
      • Enhanced Content Lifecycle Manager and Storage Manager
      • Content Classification Framework
      • Additional language and platform support for email archiving
      • New Oracle and partner-based Archive Services for
            –   Oracle UCM
            –   File Servers
            –   SharePoint
            –   Desktops


* Subject to change


                                                                       20
    Next Steps

• Subscribe to the Content Management Newsletter
  www.oracle.com/newsletters




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posted:8/13/2011
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