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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.
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Agenda
• Background
– Business problem
– Email is focal point
• Product Details
– Strategy & Architecture
– Universal Online Archive
– Email Archive Service
• Next steps
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Background
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The Business Problem
Historical Content
Historical
Content
Active
Content
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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Active Content (30 Day Life) Historical Content (5 Year Life)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)
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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Historical Content Now Needs Real Management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
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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
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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
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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
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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
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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
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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
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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‖
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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
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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)
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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
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Demo
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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
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Next Steps
• Subscribe to the Content Management Newsletter
www.oracle.com/newsletters
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