Archiving Unstructured Information with Symantec Enterprise Vault 8.0 Skip Farmer Solutions Architect

Archiving Unstructured Information with Symantec Enterprise Vault 8.0

Skip Farmer

Solutions Architect

Agenda

Today’s Information Challenges11

Prioritizing Your Archiving Projects with Symantec22

What’s New in Symantec Enterprise Vault 8.033

2

Considerations and Keys to Success44

Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Key Information Issues

How Can I…

• Reduce storage costs?

• Improve email & file server performance?

• Manage unstructured information?

• Keep data readily accessible to end users?

• How do I simplify discovery?

• Reduce storage costs?

• Improve email & file server performance?

• Manage unstructured information?

• Keep data readily accessible to end users?

• How do I simplify discovery?

ManageIT Risk

MaximizeIT Performance

3Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.


Information Risk Management

4

Find EasilyRetain Efficiently

Keep Attackers Out

Keep Information In

Unstructured Information

Managing and finding information is difficult

Application scaling and performance is critical

Unstructured content is growing exponentially

Today’s Information Challenges

90% of all corporate information created today is digital

End users spend ~60 minutes per week managing email

Users send/receive an average 17MB per day Available window for backups are shrinking

Storage budgets rising 7% vs. IT budgets rising only 2% Email is the #1 driver of storage growth


Users Hit Their Email QuotasMailboxes Get Bigger and Bigger

Don’t Implement Email Quotas

Storage Costs Grow

Exchange Performance Suffers

Backup/Restore Windows Grow

Missed SLAs or Costly Snapshots

Challenge #1: Scaling is a Dilemma

ChallengeUsers Get a Lot of Email

Help Desk Calls: PST Corruption and Quota Issues

Implement Email Quotas

Still Using Storage and Backup

Risk Of LossLegal Search

Store PSTs On Laptop

Store PSTs On Network*

Users Create PST Files

*Microsoft doesn’t support PSTs on network (Microsoft KB 297019)

=


Sally’s Mailbox

Challenge #2: Retention is a Game

Joe’sMailbox

Offsite Tapes

7

Sally’s Gmail Account

Sally’s PST File

Backup System

Jack (external)

EmailServer


De-duplicate

Crack passwords

Image

Filter

Index

Email Server

Export email from server mailboxes

Backup System/Offsite

Restore files from backup tapes

File Server/Sharepoint

Restore files from File Server/SharePoint

Desktop/PST Files

Image laptop to retrieve PSTs

8

Challenge #3: Search is a Fire Drill


Agenda




9Symantec Discovery Solution


10

Symantec Enterprise Vault 8.0

• Flexible Policy-based Archiving Software – Resource management– Retention management– Discovery management

• #1 Intelligent Archiving Solution – Lowest total cost of ownership– Strongest integration with Microsoft environment– Secure foundation for archiving– Scalable architecture

• Proven Technology – 9500+ customers and 16 MM+ users archived– Production customers archiving 5 MM+ messages/day– Deployments archiving 100K+ users

How Enterprise Vault Works

11

• Transparent Access

• Search

• Discovery / Supervision

• Secure

• Rationalize

• Retain / Expire

• Future Proof

• Index

• Categorize

• Classify

Cheaper

EmailServerFile

Server

Faster More Reliable

EnterpriseVault

SharePointServer


Enterprise Vault Archiving Platform

CLASSIFICATION

Legal

Info Sec.

HR

End Users

STORE

Migration

De-duplication

Compression

Transparency

12

SharePoint

IM Servers

Email Servers

File Servers

Legacy Databases

ECM

Desktops

MANAGE

Retention

Preservation

Expiree

Audit

Archive

DISCOVER

Export

Supervise

Search/Review

Analysis


14

Flexible Archiving Policies

• By age, quota or combined

• Additional options

– Items > size

– Min. archiving age

– Delete original

– Shortcut contents

– By folder


• Dynamic shortcuts

• Preview archived content

• Forward, reply, delete

• Archive, restore and search via toolbar/menus

• Option for client-less deployment (“Universal Shortcuts”)

• Support for Domino and Outlook Web Access

Seamless End-User Experience


Reduce Storage Costs and Improve Performance

• Optimized Single Instance Storage

– Global SIS and Vault Store Sharing

– Written to disk once

• Common storage model across archive

– Attachment-level sharing

– Sharing between Exchange, SharePoint, FSA etc.

– Support for block-level de-dup and/or compression

– SIS with WORM storage

Email Server

SharePoint

File Server

StorageNTFS, NetApp, EMC, IBM, Storage TEK, etc.

16

EnterpriseVault


Storage Reduction through PST/NSF Elimination

• Migrate PST/NSF into archive

– Even with mobile users

– Limited user action

Server Backup

17

Enterprise Vault

PC Backup

PC

Network Share

• Locate PST/NSF

– Network servers

– PCs

• Dispose of PST/NSF

– Delete, hide

– Compact

Transparent End-User Access

De-Dupe Across Email,

Attachments, SharePoint, etc.


18

Intelligent Archiving for Files

File Blocking

• Create policies to prevent unwanted files and delete certain data types

• Notification of policy violation

• Ensures compliance with corporate policies

• Keeps questionable or unwanted files off storage resources


19

Intelligent Archiving for Managing Unstructured Information

Intelligent Retention

Intelligent Classification

Intelligent Discovery & Monitoring

Automatic classification

User classification

ECM classification

How long shouldI keep this?

Where should I store this?

Intelligent Filtering

Delete non-relevant email before archiving

Search and review by category


Accelerate Email Migrations

20

• Archiving reduces timefor mailbox move

• Proactively archive most of data in mailboxes

• Data reduced because of single instance storage and compression

Exchange 2003Exchange 2003 Exchange 2007Exchange 2007

Single User Archive

Single User Archive


Export•Native Format

•Attorney Review•Coding Tools

Step 4.

Review•Role-based Workflow

•Analyses •Report & Audits

Step 3.

Collect & Preserve•Target Custodians

•Search•Apply Legal Hold

Step 2.

Archive•Centralized

•Apply Retention•Records Mgmt

Step 1.

21

How Archiving Helps with E-Discovery


Export•Native Format

•Attorney Review•Coding Tools

Step 4.

Review•Role-based Workflow

•Analyses •Report & Audits

Step 3.

Collect & Preserve•Target Custodians

•Search•Apply Legal Hold

Step 2.

Archive•Centralized

•Apply Retention•Records Mgmt

Step 1.

22

Where Enterprise Vault Helps with E-Discovery


Open ECM Open E-DiscoveryOpenContent Collection Open Analytics

23

Investigation/Disclosure with Discovery Accelerator

• Search all archived content and metadata

• Search by custodian, keyword, phrase, date range, etc.

• Search custom tags from classification engines

• Encrypted content is flagged

• Automatic legal hold


24

Reduce Time & Cost of E-Discovery via Guided Review

• Search within search• View conversation

threads• Bulk message

marking (rules based)

• Quickly filter by sender, date, tags, category etc


Find, preserve and produce information for legal

Empower seamless end user data recovery

Enable corporate discovery and end-user search

Automatically archive all of your unstructured information

Consolidate servers and storage resources

Centralize information management and retention

Eliminate quota requirements and PST/NSF problems

Facilitate faster backup and restore times

Archive more than just email

25

Key BenefitsSymantec Enterprise Vault


Agenda




26



• Optimized Single Instance Storage• Fingerprinting of archived items• Store once and share across across all

archived information• Works with geographically dispersed archives

• Common storage model for the archive• One enterprise platform for all unstructured

information

Retain Efficiently

Intelligent Archiving

Benefit: Reduces the amount of storage required cutting server and storage capital and running costs

What’s New – Enterprise Vault 8.0

Advanced Storage Reduction


• Dynamic Shortcuts

• Mobile Search • Blackberry & Windows Mobile• Search & access archived information

• Vault Cache• Synchronized offline vault access• Bandwidth optimized (uses BITS)

Retain Efficiently


Benefit: Access to archived items from familiar user interfaces like Outlook, Notes, or Windows Explorer


Seamless End User Experience


• Simplified installation and configuration for SMB• Getting Started Configuration Wizard• Option to install known default settings• Uses known best practices

• Easy day-to-day administration• Age & Quota archiving in same policy• Common Tasks Dashboard• Desktop Policy Rollout• Exchange Managed Folder Support• Simplified Backup• Automatic EV Forms rollout

Retain Efficiently


Benefit: Get EV up and running quickly and easily.


Simplified Install & Administration


• New analytics tools speed review (Guided Review)• Conversational view of email threads• Bulk message marking (rules based)• Search within search

• New higher productivity user interface• Lightweight client within browser• Quickly filter by sender, date, tags, category

etc• Similar to LiveMeeting console

• Self-service for lawyers, HR, security ops

Find Easily

Self-Service

Discovery

Benefit: Reduces cost and risk of legal discovery with powerful end-user, legal and administrator search

What’s New – Discovery Accelerator 8.0

Simplified E-discovery with Guided Review


Agenda




31



Keys to Success

• Starting Out

– Cost-justify around Storage and PST/NSF migration

– Educate differences versus email servers, ECM and E-Discovery

– Don’t try to boil ocean on policies and leave legal hold exposed

• Selecting

– Think long-term

– Consider manageability

– Focus on content intelligence

• Succeeding

– Think about scalability upfront

– Protect like a Tier 1 application

– Leverage the expertise of Symantec services


Differentiator EV Advantage

Best Storage Footprint in Archiving

• Optimized global SIS on e-mail, files, IM, SPS & more.

• Intelligent archiving, classification & discovery

• Efficient & configurable index

• Block level de-dupe option

End User Experience

• Transparent anytime, anywhere archive access via native application, offline, web, & mobile

• Intuitive search, review & analysis for legal, HR & compliance users

• PST/NSF access via OWA/DWA

• WDS search integration

Leading Discovery Application

• Guided review & HTML future proofing accelerates search & analysis processes.

• Audited, roles based discovery workflow, not just search

• Flexible export in native or load file formats with tracking

• Broadest API level partner integrations for E-Discovery

Enterprise Vault Differentiators


Differentiator EV Advantage

Secure & Scalable Platform for Long-term

• Highest security rating of any archive (Forrester Wave 08)

• ~50 active technology partners provide flexibility with storage, RM/ECM, discovery, search, etc. vendors

• 200k+ seat deployments

• Open APIs for EV & DA

Proven Customer Success & Commitment

• 500 personnel on EV (200 engineering,120 support, etc)

• Larger market share than any 6 competitors combined

• 8500 customers,16m seats

• Analyst dominance

Enterprise Vault Differentiators


Thank You!

Copyright © 2008 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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Archiving Unstructured Information with Symantec Enterprise Vault 8.0 Skip Farmer Solutions Architect