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Enterprise Vault™ 2005 - 2006 Total Information Management™ Roadmap

Enterprise Vault™ 2005 - 2006 Total Information Management™ Roadmap. Customer Roadmap – Does Not Require NDA. Enterprise Vault™ Roadmap. Vision, Positioning, and Goals for Enterprise Vault™ View of contents of Enterprise Vault™ 6 Integration with VERITAS products

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Enterprise Vault™ 2005 - 2006 Total Information Management™ Roadmap

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  1. Enterprise Vault™ 2005 - 2006 Total Information Management™ Roadmap Customer Roadmap – Does Not Require NDA

  2. Enterprise Vault™ Roadmap • Vision, Positioning, and Goals for Enterprise Vault™ • View of contents of Enterprise Vault™ 6 • Integration with VERITAS products • Areas of Research for Enterprise Vault™ 7

  3. Enterprise Vault™ Vision • Continually enhance the ability to manage long-term storage and discovery of unstructured information • Expand the types of data for which we provide direct integration as part of a Total Information Management™ program • Continuously develop the capability of all users to benefit from content held within Enterprise Vault • Our deliverable is to have the most complete, flexible, and accessible repository for unstructured information • Further expand our API to integrate more technology partners

  4. Enterprise Vault™ Evolution Management of overall storage solution for unstructured data, including Exchange, SharePoint, Files, Instant mail Adding content awareness and content exploitation to produce optimized, enterprise information management Integrating information exploitation with backup and storage management Focus on Exchange archiving Total Information Management Intelligent Information Lifecycle Management Unstructured Data Lifecycle Management Value Message Lifecycle Management Beneficiary C*O Larger Enterprises End user Mail administrator IT manager Storage manager Legal Compliance Line of business CIO, CKO, HR

  5. VERITAS Enterprise Vault™ Total Information Management™ • Enterprise Vault™ is a single repository for retaining your business critical information • Business driven policies allow you to control information retention and data storage • Built-in powerful search and discovery capabilities are complemented by specialized client applications for compliance and legal protection • Enterprise Vault™ applications are easily protected by NetBackup or Backup Exec • Your most valuable asset, information can be protected from multiple sources with one product

  6. Customers 1250 1000 750 V 3.5 V 3.7 V 3 V 5 V 4 500 250 Enterprise Vault™ Growth & Releases 1999 2000 2001 2002 2003 2004 1999 Information contained in this chart is to 31/12/2004

  7. Enterprise Vault™Guiding Principles for Total Information Management™ • Broad scalability to Accommodate Customer Needs • Billions of messages or files, hundreds of thousands of users • Total Information Management™ Across Disparate Sources Being Archived • Through further agent and SDK development • Intelligent Repository for Valuable Content • Content classification driving polices • Single instance storage across information platforms • Providing tools for Content Exploitation • Intelligent mining capabilities of your captured information • Delivery of Storage Agnostic Flexibility • Allowing customers the choice of storage platforms • Embrace and Extend Microsoft Innovation • Focus on Windows Platform

  8. Enterprise Vault™Future Releases 2005 2006 2007 EV 8 (Date TBC) EV 7 (Date TBC) EV 6 GA (Mid-05) EV 6 RC1 (Q1/05)

  9. Enterprise Vault™ Version 6 Contents

  10. Enterprise Vault™ 6 Strategy • Scalability: We are enhancing the internal infrastructure of Enterprise Vault to support more diverse deployment scenarios • Manageability: We have a number of improvements to allow for more flexibility of managing customer environments and unique needs • Hostability: For our ISP / ASP and Enterprise customers we have enhanced our product to allow for scenarios that closely match your growth industries • Reliability: We have focused significant effort to increase customer ability to work in SLA intensive environments from single businesses to the demanding ISP/ASP worlds

  11. Enterprise Vault™ 6 Headlines • Major new functionality in all areas • Service Providers / Large Customers • Infrastructure Enhancements • FSA Enhancements • Categorization and Filtering Support • SharePoint 2003 SQL • Intelligent PST location, management and migration service • API Enhancements for integration • Task Based Flexible Architecture • MIME / SMTP mail format support

  12. Large Customer and Service Providers Features • Multi-tenant hosting • Security (maintaining walls between tenants) • Policies (per tenant rather than site-wide) • Compliance Accelerator flexibility • Database deployment flexibility • Journaling task flexibility to EV servers • Mix-n-Match Journaling to EV servers • Allows any number of Journals to EV servers for more flexibility • Process based service architecture to reduce the number of services • PST • Public Folders • Mailbox management • Error reporting enhancements / MoM 2004 Support • Scriptable provisioning API to help ASPs • Mailboxes, vaults, vault stores, services, etc. • Smarter auto-enabled mailbox archiving

  13. Internal Enhancements Features • Scalability & Performance • Internal improvements across all products • FSA • Archive Explorer • Internal database updates • Delivery of more admin friendly functionality in VAC • Exposing frequently used registry keys or “.ini” files • Improved archive service model • More admin flexibility for users, and common workflow • Easier to manage EV • Enhancements for multi-tenanting / large customers • More scalable Public Folder archiving • IBM DR 550 • New IBM Compliance Storage system • Menu selectable from VAC • Centera enhancements • Retention Classes • Privileged delete as required by certain customers • Support for enhanced Centera authentication

  14. File System Archiving Features • SIS • Single instance now done between documents across Windows servers • Placeholder services on proprietary servers • NetApp filers - requires on OnTap 7 • “Runaway application” prevention • For user / admin applications - stops them from being recalling too many files at once • Recall rate limit option – slows recall rate for too many files at once • Large files • Previous 100Mb restriction removed • Version control • Delivering the version control functionality in VAC • Versioning support of number files to keep in the archive • EV Building Blocks supported • Failover for HA environment designs available via Professional Services

  15. SharePoint 2003 SQL Features • Adding archive support for the SQL-based store introduced in Windows Sharepoint Server • Archiving is driven by multi-version capability – all versions are archived, older versions are pruned • User access to archived versions is provided via an extension to the standard WSS “version history” UI • Search and restore functionality is available • All metadata stored and indexed • Single Instance Storage for items in SharePoint • Continued support of V1 store (BCDL – backward compatible document library) within WSS • Helps upgrade migration • Policy rules based archiving • Transactional processing to delete old versions of docs

  16. PST Management Features • New services model • More scalable and more manageable • Locator – looks for PSTs • Server side pull mode - finds PSTs on the network, either via profiles or via full disk scan, and maps them to target archives • Client side push mode – finds PSTs on a PC, and maps them to target archives, admin controlled • Collector – copies located PSTs • Server and Client versions – move located PSTs to a common collection point • Client version – breaks up PSTs to deal with slow lines, and verifies content on transfer • Migrator – imports PSTs into Enterprise Vault • Archives the messages held in the collected PSTs • Parallel migrators for maximum throughput • Offline Vault – PST contents also copied into offline Vault • Increased scalability and easier to implement

  17. Categorization & Filtering Capabilities • Categories introduced as an EV concept • Independent of particular archive targets • Allows you to define retention policy, target archive and properties to be indexed via flexible rules • There is a default category to gain experience • Results are shown by the various EV search mechanisms • XML is used for all definitions • Customizable configuration files for site specific needs • New custom filter that has flexibility for specific ways to archive and manage content • Item selection: based on sender, recipient, title, message direction (internal, external, etc.) or other property • Action: archive, don’t archive, delete, move to wastebasket • EV category, retention policy, target archive (note: category defines the defaults for these settings as well as the properties to be indexed) • A plug-in filter driven by XML defined rules

  18. SMTP Features Roadmap • 6 RC1: Enabling SMTP • Support for EML file format • Delivering APIs to enable technical partnerships • 6 GA: Integration Support for SMTP • Adding capability to support external SMTP mail “filter” products or journals • SMTP Source can be non-Windows based • Exchange not required to archive content • Compliance Accelerator and Discovery Accelerator able to search SMTP email • 7 Future release: Managing SMTP • SMTP mail journaling service: a native service for directly journaling SMTP email, including distribution list expansion, de-duping, etc. • Removes exclusive dependency on partners

  19. Lotus Notes Features Roadmap • 6 RC1: Enabling Notes • Delivering APIs to prepare Enterprise Vault™ for SP1 • Support for Notes message format • 6 GA: Integration Support for Notes • Notes journaling service for capturing Notes email, including distribution list expansion, de-duping, etc. • Exchange not required to archive content • Notes mail journaling service: a native service for directly journaling Notes mail, including distribution list expansion, de-duping, etc. • Notes source can be non-Windows based • Compliance Accelerator and Discovery Accelerator able to search Notes email • 7 Future Release: Managing Notes • Complete functionality for Enterprise Vault™ as with Exchange • Mailbox archiving & management • Space reduction

  20. End User Enhancements • New client actions for Outlook & OWA • Forward and Reply as in Outlook to give equivalent functionality • Delete means Delete to insure that a message is deleted from the Vault when deleted in Outlook • OWA Wizards for ease of configuration to aid in reliable deployment • Client Languages Expanded • User applications translated for Outlook, Web App, Archive Explorer • English, French, German, Japanese, Danish, Spanish, Italian, Modern Hebrew • No translation for the Vault Admin Console (VAC)

  21. Enterprise Vault™ Integration into VERITAS Products

  22. Enterprise Vault™ Integration with Veritas – Why? • Allow customers to have a tight integration with one vendor for their archiving & backup needs • Provide the ability to “migrate” Enterprise Vault™ files from secondary disk storage to tertiary tape storage • Provide the ability to retrieve files from tertiary storage to secondary storage • Give customers flexibility to write archival content to both disk and tape subsystems for Total Information Management™ • Provide the ability to duplicate, vault and expire tertiary storage

  23. Enterprise Vault™ & NetBackup™ Integration: When? • NBU integration is coming in three “waves” and the architecture is agreed • Use case scenario meetings between Engineering leads and PM’s for NBU and EV occurred 11/04. • Integration points agreed at meeting for both products. • Release content planning is in progress in each product development team for future releases • We have feature requirements for both products on the engineering schedules now for upcoming 2005/6 releases. • Compatibility testing is being performed for our V6 release which will ship in late Q1/05 • This will give customers confidence that the products can coexist in a complimentary manner. • Using NBU Media Manager as a storage target will occur in V6 mid-2005 • This maintenance release will allow for EV to write to NBU as a storage device via NBU Media Manager. This will give customer an integration to archive Enterprise Vault data to tape • With the Enterprise Vault™ 7 release we will enhance the products • to allow for ingestion from NBU sources, as well as migration of tertiary sources.

  24. Enterprise Vault Interoperability Test Matrix – NetBackup No testing with EV Building Blocks was performed Testing with V6 will occur when released

  25. Enterprise Vault Interoperability Test Matrix – Backup Exec No testing with EV Building Blocks was performed Testing with V6 will occur when released

  26. Enterprise Vault Interoperability Test Matrix – Foundation Suite No testing with EV Building Blocks was performed Testing with V6 will occur when released

  27. EV DVS files are collected into CAB files Typical CAB files are up to 10,000 DVS files or 200MB CAB files are migrated to NBU as images Each CAB file is an NBU image NBU manages the images Enterprise Vault™ to NetBackup™ Integration & Migration to Storage* Primary Store Vault Secondary Store Enterprise Vault NBU Migrator Agent Tertiary Store to NBU Tapes NBU Media Server * To be delivered in mid-2005

  28. A user or application requests a file on tertiary storage The image is staged back to secondary storage The data from the needed DVS file is extracted from the stored CAB file The requested data is returned to the user/application EV will be enhanced to allow for long delays in retrieval times Enterprise Vault™ to NetBackup™ Integration & Migration from Storage* Primary Store Vault Secondary Store Enterprise Vault NBU Migrator Agent Tertiary Store to NBU Tapes NBU Media Server * To be delivered in mid-2005

  29. The EV CAB file (NBU image) is retrieved from tertiary storage The CAB file is consolidated on secondary storage The NBU image is marked expired The new (consolidated) CAB file is written to NBU as a new image Enterprise Vault™ to NetBackup™ Consolidation for Storage Primary Store Vault Secondary Store Enterprise Vault NBU Migrator Agent Tertiary Store to NBU Tapes NBU Media Server * To be delivered in 2006

  30. Compliance Accelerator 6* • Importation of CA 1.5 data and searches into CA 6 • Web farm support for very large enterprises & hosting companies • Post-review “mini-discovery” on captured data • Escalation procedure to match how compliance group manage reviews • Canned comment selection from pull down menus • GUI enhancement to allow a reviewer to see if an email message is from an internal or external site • Generate alerts to management when a reviewer doesn’t do all their reviews • User account name handling for re-use of user names vs. unique names being stored in the database • XML import and export utilities for ease of use * An exact list of features will be confirmed nearer the release date

  31. Discovery Accelerator 6* • Provide GUI mechanism to allow for multiple markings in results • Bates numbering of attachments to all content discovered from a search • Assign Bates numbers before production of output via GUI • Export to PDF and TIFF for production of content to other parties’ • Redaction of content in PDF and TIFF documents to discard original information • Add ability to search all vault stores at a customer site • Ability to script or replay searches to make them reusable • Reduce search times to be more consistent with simple and complex searches • De-duplication before exporting content to external system * An exact list of features will be confirmed nearer the release date

  32. Enterprise Vault™ V6 Launch Information Customer Roadmap – Does Not Require NDA

  33. 2005-2007 Functionality Roadmap 2005 2006 2007 • EV 6.0 RC1 (1H05) • SharePoint 2003 SQL • Improved scalability & mgmt. • Hosting functionality • Improved PST migrator • Extended API • Categorization and Filters • IBM DR550 support • EV 8* (2007) • Longhorn support • New archive sources • Additional VERITAS solutions • EV 7* (2006) • Notes mailbox archiving • New index & search engine • NFS via CIFS w/ NetApp • Improved storage migration • Granular admin. policies • Diagnostic utilities • Full VCS & NBU integration • EV 6.0 GA (Mid-05) • NBU & TSM storage support • Translated client support • Auto index roll-over • SMTP support • Compliance Accelerator 6.0 • SDK program Disc. Accel. 6.0 (2H05) * Not final: An exact list of features will be confirmed nearer the date.

  34. Why Are We Consolidating V6? • Joint launch with NBU 6 for market visibility • NBU integration critical to VERITAS customers • Launch with other key customer requirements • Notes journaling support • Index improvements • SMTP support • Longer beta cycle for improved quality • Improved launch materials and field readiness

  35. Enterprise Vault™ 7 “Capella” Primary Research Directions Under Review – Customer feedback still being received

  36. Capella – Archive targets • SharePoint • Migration tools to allow moving files & public folders to SPS • SharePoint “journal” service • Lotus Domino • Mailbox archiving service like our Exchange product • FSA • EMC Celerra placeholders • File system “journal” • Veritas Cluster Server • Determine best Use cases for leveraging integration • BackupExec • To allow integration functionality as with NetBackup Under Review – Customer feedback still being received

  37. Capella – base product • Indexing • New index & search engine delivered • Categorization • Pervasive throughout product • Category Explorer • Single Instance Storage • Extended SiS capability • Policy model • Granular policy model (FSA style) • SME ready • Streamlined configuration • Streamlined packaging/licensing • Search • Standard search facelift and scaled up export • User journal search (filtered on sender/recipient) Under Review – Customer feedback still being received

  38. Capella - SDK • Storage migration • Enhanced tape awareness • Advanced retention management • Simultaneous archive targets • Index API • Access to vault by external content indexers & miners • Content call-out • Enabling (e.g.) virus checking Under Review – Customer feedback still being received

  39. Capella Research Areas • VERITAS integrations • Command Central • Offline Vault Store • Concept of moving a whole Vault Store along with indexes to tape, with ability to “re-mount” it as required • New information sources • Microsoft Live Communication Server, BizTalk • Databases • Centera migrator • Migrating older items out of Centera to tape • Expiration control • Selective expiration hold, administrator mediated expiration, expiration options Under Review – Customer feedback still being received

  40. Capella Research Areas • UNIX store target • Via UNIX-based agents and/or generic NFS agent • Content call-out API • Extended classification and categorization • Partner integration • Content processors (e.g. anti-virus) • More Accelerators • HIPAA, SOX, etc. • Mobile device oriented features • Blackberry • Windows Mobile • Secure Vault • Encrypted archive • Indexing encrypted items * An exact list of features will be confirmed nearer the date

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