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Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class enterprise technology services for all branches of state government.

Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

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Page 1: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Company

LOGO

State of Alaska

Exchange & Active Directory Project

Enterprise Technology Services

ETS is a customer driven team that provides world class enterprise technology services for all

branches of state government.

Page 2: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Email Management

PresentationArchiving &

Email Management

Russell KunibeExchange & AD Project ManagerEnterprise Technology Services

Page 3: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Archiving

Archiving

Exchange (Email) and Archiving Proposed based on the results of our Feb

2006 Needs Assessment The addition of Archiving to the Project was

approved 6/27/2006 Formed a workgroup to develop System

Requirements

Page 4: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Archiving

Enterprise Archiving Goals

Reduce system costs Moves the storage of emails to lower cost storage Removes the need to re-size the Email system to

keep pace with the growth

Facilitate legal discovery by making all email searchable by authorized personnel

Provides the tools to assist with compliance with retention requirements and manage email

Page 5: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Archiving

ZANTAZ Enterprise Archiving System (EAS) is the State’s Selected Archiving System

Page 6: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Archiving

How Archiving Reduces Costs Moves the Storage of Emails from the

Email System to the Archive Storage Archive Storage is less expensive Archive Storage is compressed The Archive System uses single instance

storage Stabilizes the Exchange System Design

Email growth occurs in the Archive system

Page 7: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Archiving & Legal Discovery

Legal Discovery “Timely detection” “Rapid and current disclosure” “Conduct a reasonable investigation to promptly

determine” “The most expedient time possible and without

unreasonable delay”These are a just a few of the phrases used by legislation, regulation

and the U.S Supreme Court to describe the time-sensitive requirements for responding to an electronic records discovery request.

Page 8: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Archiving

ZANTAZ EAS Supports Legal Discovery

Accessibility: Emails are placed in a single searchable store

Authenticity: the origin of the record can be reliably demonstrated

Accuracy; the record contains the information it is supposed to contain

Integrity; the record has not been altered

Page 9: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Email Management

Managing Incoming Email

Email has become, for many people, the

primary way they communicate.  Learning

how to manage mailboxes efficiently is a

skill that people need to take the time to

acquire.

Page 10: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Email Management

Email Growth for the State

Email storage per user is 40 MB – 1 GB

Estimates for Local Email Storage are 7 – 10 TB

Email storage is growing 400 GB / month

In five years email storage growth will be 770 GB /

month

Page 11: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Email Management

With the increase in number of emails that I need to read, answer, file for reference I just

don’t have time for any new email tasks!!

The number of emails per day that a user must deal with keeps increasing

The outlook and the archive system provides additional tools to manage email

Using our new email management tools users can reduce the time spent managing emails while becoming compliant with retention rules

Page 12: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Email Management

Enterprise Exchange Design

300 MB Exchange Mailbox limit Predictable design Stable performance Includes: Inbox, Sent Mail, Deleted Items, Folders, Archive

“Stubs”, Calendar And Contacts

Archiving system is sized for all current mail in excess of 300 MB all local email storage

Archived email appears to the end user the same as an email message

Expands the user’s email storage Can have a retention date assigned

Page 13: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Email Management

Archived Messages

Archiving a message moves it from Exchange to the archive

storage

The archived message is replaced with a “Stub” in

Exchange

The Stub links Outlook to the message and attachments in

the archive system

Archived messages can have a retention period

Page 14: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Email Management

Archived Mail Appears as Another Message in Outlook

The default “stub” will contain all of the header information plus 600

characters of the body of the message. The default size is 1 KB

Default Stub• From• To• CC• BCC• Subject• Date and Time• Attachments• First 600 Characters from the body

Page 15: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Email Management

The average message size is 5 KB300 MB = 61,440 messages

The average Word document is 40 KB300 MB = 6,827 messages with a word doc

The average MP3 is 3 MB300 MB = 102 messages with a MP3 attached

The average default stub is 1 KB300 MB = 307,200 stubs with attachments

Page 16: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Email Management

Default Email Settings to Manage Email Inbox / Sent Items - temporary storage Deleted Items for Immediate restores User Defined Folders

How retentions help manage email Folders Default retentions User Defined retentions

EAS Search Calendar Items defaults The first 90 days Collecting Locally Stored Messages

Page 17: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Email Management

The 90 Day Inbox / Sent Item Rule

Email residing on the enterprise Exchange Messaging

Inbox and Sent Items will be stored for a maximum of 90

days.

When email needs to be kept beyond 90 days the User

will need to move the messages to folders with archiving

rules attached

This rule ensures that messages are evaluated by the

user for retention compliance

Page 18: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Email Management

Deleted Items for Immediate Restores

Deleted messages will be moved to the users Deleted Items Folder

Items in the Deleted Items Folder will be maintained for 7 days

Users can restore an Item from the Deleted Items Folder by moving it to another folder

Page 19: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Email Management

Using Email Retentions to Help Mange Emails

Folders in Exchange can have archive and retention rules

placed on them based on the folder name

Retention rules in the archive system sets a date for the

email to be purged from the system

Once a retention has been set on an item it cannot be

purged from the system until it has reached its retention

A retention can be set longer but never shorter

By having retentions set, the user doesn’t have to go

through old emails to delete them

Page 20: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Email Management

All Emails in user defined folders will be archived and a retention applied

Messages in all user defined folders will be archived

The default retention will be 135 days

Folders names that have specific suffixes will have a

longer retention applied -6mo, -1yr, -2yr, -3yr, -4yr, -5yr, -6yr, -7yr, -8yr, -9yr, -10yr

Sub-folders inherit retention properties unless another suffix is

used

Page 21: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Email Management

Retention folders are created in

users’ mailboxes

Page 22: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Email Management

User selects messages to be archived

Page 23: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Email Management

User drags and drops messages to retention folder

Page 24: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Email Management

Messages are archived and stubbed by ZANTAZ EAS

Page 25: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Email Management

EAS Search

RemoveStub / Reference

Page 26: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Email Management

Archiving During the Migration Departments will begin migrating users to the new system on June

1st, 2007.

Departments will communicate their specific migration plan to their users

Users who have their email migrated to the new system and have more than 300 MB of mail

Will have their excess mail archived starting with the oldest messages

Some departments will make excess mail available to end users through an attached PST file

These PST files will migrated to Archive system after all users have been transitioned to the new system

Messages in the Inbox and Sent Items folders will not be deleted

Page 27: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Email Management

Persistent Folders Z Imported

Calendar Items Default Retention is 5 years

Quota Based Archiving Legal Holds Out of Office / Administrative holds

Page 28: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Email Management

Conclusion

The combination of the Email Archive Solution and Email Retention

Policy solves:

Exchange performance issues related to email growth

Reduces the cost of Email storage

The legal discovery issues

Provides Tools to meet retention rules

Assists with the management of Emails

Will slow the growth of Email storage

Preserves knowledge stored in email beyond an individual

Page 29: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Archive StoreFolders Retention

from Date Received

Old Mail

sub folders

No Retention or 52 days after owner is removed from the system

Inbox 90 days

Sent 90 days

New Folder-6mo 6 months

Folder-1yr 1 year

Folder-6yr 6 year

Exchange MailboxInbox Delete Messages and/or Stubs

after 90 days

Sent Archive after 7 days and delete stubs after 90 days

Trash Delete after 7 days

New Folders Archive with No Retention. A 135 day default retention will be set after 90 days

New Folder-6mo

Archive with a 6 month retention

New Folder-#yr

Where # is 1,2,3,4,5,6,7,8,9,10 designates years retention

Sub Folders Same retention as Parent Folder unless a retention is set

Calendar Items

5 years

Mail Stored in Exchange and in the Archive are presented to the user through a single view in Outlook

Email Management

Page 30: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

Q&A

Question and Answer Session

Page 31: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

For More Information…

Please Visit the Project Websitehttp://www.state.ak.us/local/akpages/ADMIN/info/msEA/

Training Materials Scope and Vision Statement FAQ’s Status Reports Service Level Agreements Announcements and Bulletins Technical Documentation

Page 32: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class
Page 33: Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class

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