Document

Report
Enterprise Vault
Briefing for:
Name
Title
Date
AGENDA
1
Why Archive?
2
Enterprise Vault 6.0
3
Enterprise Vault In Action
4
Product Evolution & Roadmap
Symantec Confidential
2
Why Archive… Evolving Role of IT
CEO & CFO
CIO
Legal & Business
Keep costs under control!
Compliance to regulations
Keep e-mail up!
Enforcement of policies
Keep us out of the papers!
Legal discovery requests
Explosion of Information
E-Mail
IM
Office Docs
Files
Scanned Docs
Faxes
Symantec Confidential
Other Docs
3
Customer Challenges
Mailbox Management
“I just lost my PST file
with years of work”
“I keep getting requests
to restore lost email”
“I’m too busy to
deal with a 50MB
mailbox limit”
“I can’t find last year’s
document so I better
just start over”
“Our paper retention
policy doesn’t match our
electronic retention policy”
“I need to keep old versions of
documents but not in my
document management system”
“I need to migrate to
Exchange 2003 ”
Retention & eDiscovery
“My legal department
needs an audit trail of
the process around
discovering email ”
“I need to disclose all email
& files for a court case”
“I’m behind on projects
because legal has me
sifting through backups”
“The docs & PSTs on
our systems rarely
change but we keep
backing them up”
“I’m nervous that we just made
an uninformed decision to
defend a lawsuit”
“I need to reduce the
size of Exchange”
“I need an lifecycle
approach to information
management”
“I’m tired of
buying 1TB of
managed storage
a year”
“I need to retain email
and help complying with
SOX, SEC & NASD”
Storage Optimization
Compliance
Symantec Confidential
5
Email Is At The Core
Email is exploding
 Business email growing 25–30%
 Attachment sizes growing
 Voicemail, video, …
Email is critical
 Email is 75% of corporate IP
 Email is in 75% of corporate litigation
 Regulations around retention
Email is under attack
 Over 60% of email is spam **
 80% of viruses are via email ***
 Phishing and other new threats
Email has become the
primary medium for how
we communicate. The
consequence is that email
has become a de facto
record repository.
CIO Magazine, Jan 2005
Symantec Confidential
6
Email: Challenges for Legal
 Cost and delay around restoring backups
Capture
 Lack of proactive defense strategy
 Risk that everything wasn’t captured
 Risk around accidental/intentional deletion
Retention
 Risk around inconsistent policy
 Risk around non-compliance
 Delays in finding responsive information
Review
 Cost in “scrubbing” and reviewing
 Finding issues early (HR, IP, profanity, …)
Symantec Confidential
7
Email: Challenges for IT
 Cost to store growing volumes of email
Cost
 Cost to scale email servers
 Cost to backup growing message stores
 Risk around email downtime
Risk
 Risk around client-side archives (e.g., PST)
 Risk around migration (e.g., to E2003)
 Time to support user quota issues
Time
 Time to troubleshoot client-side archives
 Time to handle user email restores
Symantec Confidential
8
And Other Unstructured Data Remains A Challenge
Office Documents
Network File Shares
SharePoint Information
Instant Messaging
Document Management Systems
Fax
Voicemail
Symantec Confidential
9
A Tough Conversation: IT & Legal
“I need all e-mails and documents over the past
year from our CEO with the keywords ‘kill the
competition’ within the next 24 hours.”
“I’m just trying to keep the systems running…”
REALITY: The data is on tape, laptops, file shares… but it may
cost $2000-$4000 per tape to restore…
Symantec Confidential
10
Basic Retention Options
Retain everything forever
 No risk of losing anything
 Higher storage cost
 Risk of “over-retention”
Retain everything for a fixed period of time
 Control risk of keeping items too long
 Risk of deleting relevant business record
 Reduced storage cost
Retain based upon policy / categorization
 For specific users
 Based upon email properties or content
 User-driven categorization
Symantec Confidential
11
Regulations Are Driving Expanding Retention Periods
Clinical trials and FDA approval
21 CFR Part 11
(Life Sciences)
Food—manufacturing/processing/packing
Drugs—manufacturing/processing/packing
35 years
No less than 2 years after commercial release
No less than 3 years after commercial release
Manufacturing of biological products
Pediatric medical records
HIPAA
(Healthcare)
Adult medical records
documentation related to security
rule implementation
Sarbanes-Oxley
(All Public
Companies)
all records related to audit or review
All account records
SEC 17a-4
(Financial
Services)
financial statements, transaction records,
and communications
member registration and other
corporate documentation
5 years after end of manufacturing
21 years
up to 2 years after patient's death
6 years from the date of creation
7 years after the conclusion of audit/review*
6 years after closing account
3 years, first 2 easily accessible
Life of the enterprise
∞
*SOX states a 5 year retention period, but the SEC implementation
Symantec Confidential
ruling of 7 years supercedes the SOX mandate
12
Why Does This Matter?
Coleman v. Morgan Stanley
"The storage folks found
an additional 1,600 backup
tapes in a closet,“ explained
a Morgan Stanley executive.
$1.45 billion awarded
Thomson v. US HUD
“…precluded from introducing into
evidence in their case any of the
80,000 email records that were
"discovered" during last minute.”
Anti-Monopoly, Inc. v. Hasbro,
“The law is clear that data in
computerized form is discoverable
even if paper ‘hard copies’ of the
information have been produced.”
Zubulake v. UBS Warburg
“Documents stored on backup
tapes can be likened to paper
records locked inside a
sophisticated safe to which no one
has the key or combination.”
Symantec Confidential
13
And That’s Just The Beginning…
“A ‘small’ number of backup
tapes with records detailing the
financial information of
government employees were lost
in shipment to a backup center,
Bank of America said on Friday.”
“To combat data leakage,
a growing number of
vendors are pitching
products designed to
monitor sensitive
information and block
outgoing e-mails or instant
messages containing it.”
Symantec Confidential
14
History of Enterprise Vault
1999 Product originated at DEC (“All-In-One” development team)
2000 Development team purchased rights and formed KVS w/ VC funding
2003 Gartner’s 1st market survey placed only KVS in the leaders quadrant
September 2004 KVS (Enterprise Vault) acquired by VERITAS
April 2005 Gartner’s 2nd survey still places only EV in leaders quadrant
April 2005 Enterprise Vault Version 6.0 launched, with 1500+ customers
July 2005 Veritas & Symantec merge, EV labelled as a “focus product”
Original founder & development team from Digital still working together
Symantec Confidential
15
Enterprise Vault Benefits
eDiscovery / Compliance
Reduce cost of legal discovery requests, demonstrate compliance with General Counsel/
regulations around electronic records retention and supervision
Compliance Officer
Information Management
Retain and expire electronic records based upon business policy, categorize
& tag, index & search, integrate with other information mgmt. systems
Records
Manager
Mailbox Management
Optimize email performance, reduce backup window, reduce platform
migration time, eliminate need for email quotas
Email
Admin
Storage Optimization
Consolidate file servers, eliminate PST files, compress &
single instance storage, implement tiered storage
Symantec Confidential
Storage
Admin
16
Conceptual Overview of Enterprise Vault
Primary
Data
Store
Secure
Rationalize
Share
Retain
Future Proof
Index
Categorize
Expire
Audit
Transfer
Links
Search
Analyze
Retrieve
Disclose
Secondary
Data Store
Symantec Confidential
17
Enterprise Vault Architecture Overview
Clients
Sources
Outlook
Offline
Vault
Outlook
Web Access
Applications
Windows
Explorer
SharePoint
2003
Search
Exchange
Mailboxes, Journals
Public Folders, PSTs
Archive
Explorer
Enterprise Vault
File System
Store/Retain/Expire
Index/Search/Future-Proof
View/Restore
Compress/Migrate
Audit/Administer
Categorization/Filtering
SharePoint
2003
Domino
Journaling
SMTP
Capture
SDK
Primary
Archive
Open Storage
Secondary
Archive
Supervision
E-Discovery
SDK
API-Based Storage
SDK
SDK
Symantec Confidential
24
Building An Archiving Platform: EV Partners
Need to archive…
IM
Need Records Mgmt…
Databases
Blackberry
SAP
Bloomberg
Need to classify or filter what gets
archived…
Need a hosted solution…
Need to protect rights of documents
being archived…
Integration planned
Symantec Confidential
26
Market & Thought Leadership
E-Mail Active-Archiving Market Size, 2004
2nd Time in a row as only leader
EMC
18.3%
Zantaz
9.2%
CommVault
3.9%
IBM
2.9%
iLumin
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.
Symantec Confidential
27
Why Customers Choose Enterprise Vault
Integrated into existing environment
 Integrated with Microsoft Exchange since 1999
 Integrated user experience (e.g., Offline Vault)
 Integrated w/ storage (e.g., attachment SIS on Centera)
Proven in real-world situations
 Proven leadership with 1500+ customers
 Proven scalability with several > 100K user customers
 Proven performance in large-scale tests
Platform for the long-term
 Platform unified across email, files, IM, SharePoint, etc.
 Platform for archiving on heterogeneous storage
 Platform for long-term data retention (e.g., future-proofing)
Symantec Confidential
28
Customer Leadership
Symantec Confidential
29
Customers Finding Legal and IT Benefits
“Pertaining to an email based public record request.
Using our new KVS system we searched and burnt to
CD over 7000 emails related to the request in under 5
hours total labor hours. Our old methodology if done with
the same diligence would have taken an estimated
1000+ labor hours.”
“It has saved me about 20 hours a week in administration.
We run our tape backups every day, get the tape, and
that’s it. I don’t have to baby sit the Vault and I sleep well
at night knowing that my Exchange Info store won’t crash.”
Symantec Confidential
30
Email Management
Email in a Broader Context: Security & Availability
Manage Email Lifecycle
Keep Email Protected
Keep Email Running
Symantec Confidential
31
Risk and Data
Reduction
Data Reduction
Reduce volume of spam
before it hits network and
email infrastructure
Stop viruses, spam, phishing
attacks before reaching email
stores and end-users
Keep Email Protected
Keep Email Running
Internal Email
Protection
Records
Retention
Records Discovery
and Retrieval
Scan internal and outbound
traffic for viruses and
unauthorized content
Automatically capture,
manage and retain email
and other records based
on business policies
Monitor, search and
retrieve archived content
for compliance, legal
discovery and other needs
Microsoft Exchange
IBM Notes Domino
Internet
MTA
Email
Management
Keep Email Available and Secure
Manage Email Lifecycle
Archive
Storage
SMTP Traffic
Resilient Foundation
Recover quickly through efficient backup
Reduce downtime via clustering
Replicate and geo-cluster for disaster recovery
Manage storage for automated provisioning
Symantec Confidential
32
Risk and Data
Reduction
Internal Email
Protection
SMS 8160 Appliance
Symantec Mail Security
SMS for MS Exchange
"Antispam Router"
Software/Appliance/Hosted
SMS for Domino
Data Reduction
Microsoft Exchange
IBM Notes Domino
Internet
MTA
Email
Management
Keep Email Available and Secure
Manage Email Lifecycle
Keep Email Protected
Keep Email Running
Records Discovery
and Retrieval
Records
Retention
VERITAS Enterprise
Vault (EV)
VERITAS EV Compliance
Accelerator & Discovery
Accelerator
Archive
Vault Store
SMTP Traffic
Resilient Foundation
VERITAS NetBackup/BackupExec
VERITAS Storage Foundation
VERITAS Storage Foundation HA (VCS)
SMS = Symantec Mail Security
Symantec Confidential
33
Email Security and Availability Solution
Challenges
►
Threats
►
Cost
Management
►
Risk
Management
►
Migration &
Consolidation
Symantec Email Security and Availability solutions
Protect systems and employees from security
threats (spams, viruses)
Reduce email storage cost and number
of email servers
Enable organizations to cost-effectively meet
requirements around retention for legal
e-discovery and regulatory compliance
Streamline email infrastructure upgrades and
ensure efficient and reliable operations
Symantec Confidential
34
2005-2006 Key Release Summary
EV 6 BETA (April)
EV 6 SP1 (TBC: Sep)
• PST “Sniffer”
• SharePoint 2003 archiving
• Categorization / filtering
• Manageability enhancements
• MOM 2000/2005 pack
• Hosting functionality
• Plasmon UDO (Pegasus) support
• Domino journaling
1H05
CA 6 (4Q05)
• Web Farm support
• Escalations
• Reviewer notifications/reminders
• Post-review research
• Improved sampling accuracy
2H05
EV 6 GA (July)
• Migration via NetBackup
• SMTP capture
• EV SDK
• IBM DR550 support
• E-learning training
EV 7 (TBC: 2H06)
1H06
2H06
EV 6.1 (TBC: 4Q05/1Q06)
DA 6.1 (TBC)
CA 5.1 SP3 (July)
• Performance enhancements
All future release dates tentative and subject to change.
Symantec Confidential
35
Thank You!
Name
Email address
Phone

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