Enterprise Vault Product Roadmap October 2005

1. Enterprise VaultProduct RoadmapOctober 2005

2. Disclaimer Material on roadmap is tentative and in some cases is pending engineering scoping and feasibility. It is, as always, subject to change.

3. Agenda • Enterprise Vault Strategy • Enterprise Vault Directions • Enterprise Vault Summary Roadmap

4. Enterprise Vault Strategy

5. Our View On The Future • Email continues to deliver majority of business information • Customers continue to create more and more information • Messages continue to get bigger (e.g., voice/video) • Customers continue to store information for longer • Regulations on retention will expand in scope • Users will continue to push back on structured repositories • Customers will begin to archive other types of data • Customers will want to harness the archive for many uses • The archive becomes the customer’s “corporate memory”

6. MessageArchive IM, Bloomberg, Blackberry Exchange,Domino, SMTP Expanding Scope Of Archive Email Archive CollaborationArchive Digital Communication Archive UnstructuredData Warehouse Digital Fax, Voice Mail, VoIP Files, SharePoint,Blog AnalyticApplications

7. MessageCompliance Keep Messages Running Keep Messages A Long Time Evolving Uses Of Archive Message Archiving MessageDiscovery MessagePolicy Mgmt MessageData Mining Keep Messages & Find Them Again Keep Bad MessagesFrom Happening Keep Messages As An Asset

8. Enterprise Vault Directions

9. Offline Vault Archive Applications Win. Explorer Placeholders Outlook / OWA Shortcuts MS Exchange Mailboxes, Journals Public Folders, PSTs Search Outlook, Web, SP Archive Explorer Enterprise Vault Store/Retain/Expire Index/Search/Future-Proof View/Restore Compress/Migrate Audit/Administer Categorization/Filtering File Servers Windows, NetApp MS SharePoint SPS and WSS MS LCS IM logging Compliance Accelerator Monitoring and supervision Primary Archive SMTP Capture and archive Lotus Domino Journals (SP1) SDK Ingest Filter WORM Disk SDK Data Migrator Discovery Accelerator Legal discovery Tape Optical SDK Application / Search Secondary Archive Enterprise Vault Today (EV 6 – GA 7/5/05) Sources SDK IM, Bloomberg, Fax, DB, SAP, …

10. Releases All future release dates tentative and subject to change. EV 6.0 SP3 (TENTATIVE: 2Q06) EV 6.0 SP2 (Dec 05/Jan 06) EV 6.0 SP1 (10/31/05) 4Q05 1Q06 2Q06 2H06 CA 6.0 (11/15/05) DA 6.0 (TENTATIVE: 2Q06) EV 7.0 (TENTATIVE: 4Q06)

11. Our Business Priorities • Continue to focus on Exchange archiving • Install, deployment, administration, usability, supportability • Build an archiving platform • Support broader archiving strategy – Domino, files, SharePoint, SMTP, etc. • Deliver most scalable storage and indexing • Enable giant archives and retrievals • Build applications that mine the archive (regulations, business areas, …) • Today this is compliance and discovery • Make archiving more intelligent through classification • Support our customers’ Records Retention needs today • Deliver solution around Email Security and Availability • Email Policy Management

12. Outlook / OWA Shortcuts MS Exchange Mailboxes, Journals Public Folders, PSTs Search Outlook, Web, SP Archive Explorer Enterprise Vault Policies on archiving, shortcuts, retention, migration, expiration Scriptable command line (EVPM) Administration GUI (VAC) 1. Focus On Exchange Archiving NEW in EV 6: Delete, forward and reply as normal Offline Vault Sources Archive Applications NEW in EV 6: PST Location, Collection, Migration NEW in EV 6: Policies set per Organizational Unit NEW in EV 6: Task model for greater scalability NEW in EV 6: Monitor w/ Microsoft Operations Mgr. NEW in EV 6: Fewer registry settings required

13. What We’re Hearing From Customers • Archiving is a mission critical application • Third-party clustering support • Archiving administration evolving • Different administrators performing different functions • Move from EVPM to GUI for common tasks (granular administration, standard policies, …) • Multiple Vault Sites that need to be merged • Important to understand what is happening in EV • Reporting on single instance storage, upcoming expiry, … • Monitoring on health of EV

14. What We’re Hearing From Customers (cont’d) • Search, export and restore continue to be critical • Unified search across Outlook, desktop and archive • Restricted search of journal • Restore and cleanup of shortcuts • Alternate user interfaces emerging • Mobile devices • Macintosh • Non-IE browsers • Exchange 12 compatibility is important

15. File Servers Windows, NetApp MS SharePoint SPS and WSS MS LCS IM logging Lotus Domino Journals (SP1) SMTP Capture and archive 2. Build An Archiving Platform Sources NEW in EV 6: SharePoint 2003 support; archive versions from document libraries; integrated Web Part to view archived versions and search archive; item level restore NEW from Microsoft: Native support for capturing Microsoft LCS IM streams and sending to Exchange mailbox for archiving / indexing NEW in EV 6 SP1: Support for archiving and indexing of Lotus Domino Journals; retain based upon policy; use Compliance and Discovery Accelerator for review and discovery NEW in EV 6: Capture, archive and index SMTP messages; search and review through Archive Explorer, Compliance Accelerator or Discovery Accelerator

16. Archive IM Enterprise Vault Store/Retain/Expire Index/Search/Future-Proof View/Restore Compress/Migrate Audit/Administer Categorization/Filtering Bloomberg SAP Primary Archive SDK Ingest Filter Databases WORM Disk SDK Data Migrator Tape Optical Secondary Archive 2. Build An Archiving Platform: New SDK in EV 6 Sources Applications SDK Application / Search

17. What We’re Hearing From Customers • Value in mailbox archiving for Domino • Address storage management challenges for Domino • Support migrations (e.g., DominoExchange) • Expanding needs for File System Archiving • Archive some data without indexing (faster performance) • Task model similar to Exchange for scalability • EMC Celerra • Microsoft Distributed File System (DFS) • NetApp filers in NFS mode • Filtering of FSA similar to Exchange • Expand use in Discovery Accelerator (search/export) • Need for file-level permissions support • Broader set of data to archive from SharePoint • Create shortcuts for non-versioned documents • Archive lists, entire sites, … • New opportunities with SharePoint 12

18. Potential Futures • Advanced tools to profile file system data • E.g., Storage Exec • Additional data sources in Exchange 12 • Unified Messaging (e.g., voicemail) • Leverage XML format of Office 12 documents • More intelligent classification and searching • Future content sources • VoIP, logs, blogs, Web sites, … • Additional clients • RSS feeds • Integration with NetBackup / Storage Migration for Unix • Consistent archiving across Windows and Unix

19. Any NTFS/CIFS Location Enterprise Vault Store/Retain/Expire Index/Search/Future-Proof Compress/Migrate Primary Archive Secondary Archive 3. Deliver Most Scalable Storage and Indexing Archive NEW in EV 6: StorageTEK IntelliStore, IBM DR550 WORM Disk SDK Data Migrator Tape Optical NEW in EV 6: Migration to tape using NetBackup or TSM (SP1) NEW in EV 6: Optical support via Pegasus Software

20. What We’re Hearing From Customers • Scalability needs continue to grow • Some customers’ archives will be bigger than Google • Scalability involves several dimensions • Scaling archiving (ingest) performance • Scaling indexing size and performance • Scale-out architectures important • Scalability is also over time (long-term archiving) • Data outlives storage devices (migration important) • Data outlives document formats (HTML, XML important) • Choice of storage platforms critical • Single instance storage continues to be important • Customers looking for ways to reduce data sizes

21. Primary System PrimaryStore Backup Archive Enterprise Vault SecondaryStore Backup Migrate TertiaryStore Futures: Data Orchestration O r c h e s t r a t I o n Information Protection RecoverySystem Level RestoreShort Term Information Exploitation Discovery Item Level Restore Long Term

22. Integrated User Restore/Recall Interface Integrated Backup/Archive Policy Mgmt & Copy Mgmt. Build Archive Directly From Existing Backup Tapes Optimize Backup Through Archiving Of Static Data Primary Data Migrate Archive To Tape Using NetBackup(6.0) Futures: Integrated Data Management Backup Process Archiving Process Vault Tape Library Archive Disk Stage Disk Archive Mirror

23. Potential Futures • Improved Single Instance Storage • Attachment separation for non-Centera storage • Block-level SIS leveraging DCT technology • Block-level SIS on NetApp • Long-term archiving • Alternate document formats (e.g., PDFa, XML) • Compliant storage (WORM) migration • Multi-tier migration • Non-collecting migration (optimized for mag disk) • Additional migrators (e.g., Backup Exec) • Alternate databases • E.g., Oracle • Additional storage platforms • E.g., Sun CIS • 64-bit architecture

24. Compliance Accelerator Monitoring and supervision Discovery Accelerator Legal discovery 4. Build Applications That Mine The Archive Applications SDK Application / Search

25. What We Are Hearing From Customers • Compliance Accelerator • Performance for reviewers is top priority • Complex organizations require complex hierarchies • Expanding scope of review (e.g., FAX, IM) • Ad-hoc searches and investigations part of review process • Discovery Accelerator • Tremendous customer interest in legal discovery • IT under pressure to meet “SLAs” for legal discovery requests • Flexibility and automation around litigation hold important • Proving it (reports) critical

26. Potential Futures • Discovery Accelerator • Improved review capabilities (e.g., redaction) • Improved investigation tools • Make it easier to link outside counsel in • Compliance Accelerator • Additional data sources to review • Leverage classification for filtered review • More sophisticated review criteria • Additional applications • Email analytics – forwarded messages, life of an email, content flow within and across enterprise, top consumers of resources • Applications for HR, customer service, information security

27. Enterprise Vault Store/Retain/Expire Categorization/Filtering SDK Ingest Filter 5. Make Archiving More Intelligent Through Classification NEW in EV 6:Third-party plug-ins for classification Sources Archive NEW in EV 6:XML filter rules and content categories

28. What We Are Hearing From Customers • Traditional Records Mgmt. doesn’t work in email • Email volume makes central, manual classification impossible • Informality makes it hard to determine what is a record • Universality means that all employees create records • Genuine desire to make archiving more intelligent • Filter what is kept • Control how it is retained • Tag for improved search / review

29. What We Are Hearing From Customers (cont’d) • Need blended approach • Allow end-users to classify / re-classify from Outlook • Provide rules engine to automatically classify and filter • Integrate with traditional Records Management solutions • Need more flexible disposition • Event-driven retention • Guaranteed destruction • Workflow around expiry and destruction

30. MS Exchange Mailboxes, Journals Public Folders, PSTs File Servers Windows, NetApp MS SharePoint SPS and WSS MS LCS IM logging SMTP Capture and archive Lotus Domino Journals (SP1) Document Managment Customers: Archive DM into EV I’ve standardized on Enterprise Vault as my archiving platform so I need… Sources Storage Management for DM Compliance for DM • Archive to storage tiers • SIS and compression • Optimize backup/restore • Retention management • WORM storage integration • Supervision and discovery Integrated Search • Search from DM or from EV across everything Enterprise Vault Store/Retain/Expire Index/Search/Future-Proof View/Restore Compress/Migrate Audit/Administer Categorization/Filtering

31. Enterprise Vault (email, files, documents) Customers: EV Retention – In Place RM Vendor ABC Records Manager I have a RM strategy using vendor ABC to manage my traditional records today… But now many of my electronic “records” are in email, managed by EV. So I need… “In Place” Records Management Records Management Paper Records (e.g., contracts, statements, invoices) • Continue to capture and store emails in EV • Declare (based upon rules or by user) email as records for RM system • Control retention of “records” in RM system • Continue to use EV to integrate with storage layer (WORM / otherwise) • Search and discovery across records throughout organization Lifecycle etc… Policies • Consistent Records Retention and Disposition

32. 6. Deliver Solution Around Email Security and Availability Magic Quadrant for E-Mail Security Boundary Source: Gartner 2005

33. What We Are Hearing From Customers • Need more comprehensive approach to email management • Large range of tools and vendors to manage • Complex to enforce consistency on security and availability • Archiving needs to work with email content security • Email encryption • Enterprise Rights Management (e.g., Microsoft RMS) • Security at storage level for archiving becoming important • Archive encryption

34. Internet Vault Store Manage Email Lifecycle Email Security and Availability Email Management Keep Email Protected Keep Email Running Risk and Data Reduction Records Discovery and Retrieval RecordsRetention Internal Email Protection Data Reduction SMS 8160 Appliance "Antispam Router" Symantec Mail Security Software/Appliance/Hosted VERITAS EV Compliance Accelerator & Discovery Accelerator VERITAS Enterprise Vault (EV) SMS for MS Exchange SMS for Domino Microsoft Exchange IBM Notes Domino MTA Archive SMTP Traffic Resilient Foundation VERITAS NetBackup/BackupExecSymantec LiveState RecoveryVERITAS Storage FoundationVERITAS Storage Foundation HA (VCS) SMS = Symantec Mail Security

35. Enterprise Vault Roadmap Summary

36. Themes All future release dates tentative and subject to change. • EV 6.0 SP3 (TENTATIVE: 2Q06) • Automated Classification • Enterprise Scale Admin. • Unified Search • Advanced Reporting and Monitoring • Emerging UIs • MSCS, EMC Celerra, DFS, RMS • EV 6.0 SP2 (Dec 05/Jan 06) • Supportability • Global Deployment • FSA Scalability • RM Integration • Lotus Domino Enhancements • EV 6.0 SP1 (10/31/05) • Lotus Domino Journaling • Index Scalability • Double Byte Character Support • Enhanced Migration 4Q05 1Q06 2Q06 2H06 • CA 6.0 (11/15/05) • Flexible Search • Faster Performance • Hosting • Improved Usability • Enhanced Sampling • DA 6.0 (TENTATIVE: 2Q06) • Flexible Search • Faster Export • Automated Litigation Hold • Enhanced Reporting • EV 7.0 (TENTATIVE: 4Q06) • Exchange 12 • Office 12 • Scale-Out, Distributed Architecture • Improved Single Instance Storage • Long-Term Archiving • Enhanced Archiving Security • Advanced Disposition • Lotus Domino Mailbox Archiving

37. Roadmap All future release dates tentative and subject to change. • EV 6.0 SP3 (TENTATIVE: 2Q06) • Automated Classification: Improved rules and user-driven classification • Enterprise Scale Admin.: Roles-based, more granular admin., improved backup, merge Vault Sites • Unified Search: Redesigned interface, Outlook/archive/desktop/journal search • Advanced Reporting and Monitoring • Emerging UIs: Mobile devices, disabled access, alternate browsers, Macintosh • MSCS, EMC Celerra, DFS, RMS • EV 6.0 SP2 (Dec 05/Jan 06) • Supportability: Pre-req checker, SQL 2005, shortcut cleanup, CAB file verif. • Global Deployment: VCS, VMWare ESX, RPC/HTTP, SAM-FS, easier mailbox and journal archive SIS • FSA Scalability: Task model, archiving w/o indexing, filter point, NetApp-NFS • RM Integration: RM and lit. hold APIs, SharePoint shortcuts, Exchange categ. • Lotus Domino Enhancements: Client-side migration, native restore, filter point • EV 6.0 SP1 (10/31/05) • Lotus Domino Journaling: Retention, discovery and compliance for Domino • Index Scalability: Index volumes • Double Byte Character Support • Enhanced Migration: TSM, large files • Filter attachments by size or name • Journal usage report • Localization: Japanese, Swedish, Danish, Spanish, Italian 4Q05 1Q06 2Q06 2H06 • CA 6.0 (11/15/05) • Flexible Search: Ad-hoc investigations and department hierarchy searches • Faster Performance: Pre-fetching and optimized database schema • Hosting: Support multiple CA databases & servers and Chinese walls • Improved Usability: Escalations, canned comments and name changes • Enhanced Sampling: Higher sampling accuracy and support for fax messages • DA 6.0 (TENTATIVE: 2Q06) • Flexible Search: Boolean, search within case, Active Directory synch. • Faster Export: Performance improvements, pause/restart • Automated Litigation Hold: Hold current and future items, track holds • Enhanced Reporting: Report on searches, status, production • EV 7.0 (TENTATIVE: 4Q06) • Exchange 12: More flexible journaling, integrated Records Management, enhanced email lifecycle management • Office 12: Next-gen SharePoint support • Scale-Out, Distributed Architecture • Improved Single Instance Storage • Long-Term Archiving • Enhanced Archiving Security • Advanced Disposition • Lotus Domino Mailbox Archiving

38. Thank You!