Marcus Mittelholz Product Manager Open Text Corporation

1. Livelink ECM – Email Archiving for Lotus Notes 9.6Livelink ECM – Email Management for Lotus Notes 9.6 Product Overview Marcus Mittelholz Product ManagerOpen Text Corporation

2. Business Challenges • Reduce storage hardware costs for e-mail server • Reduces the risk of system downtime, reduce the cost of system maintenance • Minimize liability and ensure compliance • Manage e-mails as business records

3. E-Mail Attachment Archiving (extended storage) • Requirements • Unburden messaging system • Organizing and optimizing personal mailbox • Dissolve and archive DB Files because of maintenance effort • Solution • Mailbox archiving (extended storage) • Personal e-mail repository incl. full-text search • Migrate Notes Archiving Databases into E-Mail/Attachment Repository • Personal retention management • Single-instance archiving reduces volume to 20-30% of total

4. Livelink E-Mail Management • Requirements • Fulfilling compliance regulation • (Code civil, HGB, GdPDU, FDA , SOX, SEC) • Information – Know-ledge in E-Mail shared to company • Solution • Message • Assignment to archive repository • Classification (Meta Information) • Referencing in common repository • Access to qualified user groups • Full Text Search across Meta and Body, Attachment • Retention management • (timestamp, archive, migrate, delete, destroy) • Rendition management

5. Enterprise Content 10 – 30% Business Process Relevant Content Managed under Compliance Rules 70 - 90% Business Related Managed Cost Optimized

6. Solution Framework • Take the burden off E-mail servers • Single Instance Archiving • Lower storage costs • Reduce backup and restore times • Disaster Recovery and Business Continuity • Manage E-mails as Business Records • Classification • Indexing & Search • Legal Discovery • Disposition Management • Auditing • Achieve Regulatory Compliance • Capture ALL E-mail • Monitor and Sample • Comply with SEC 17a, NASD 3010, and Others… Email Archiving Email Management Email Management Email Monitoring

7. Livelink ECM - Email Archiving Domino • cost reduction only • each user has access only to his own messages 1 : 1 Personal E-Mail Repository Livelink

8. Livelink Email Management Domino • Important documents are centrally maintained / stored and are directly associated with the relevent business processes they relate to. Team N : Team N Company E-Mail Archive Livelink Records Management

9. Email Archiving vs Email Management Email Archiving is a subset of Email Management. Email Management offers all functionality of Email Archiving and adds enhanced management capabilities.

10. What’s new in 9.6 • Support of Domino 7 and Notes 7 • First version of Email Management for Lotus Notes, integration of Explorer Professional • Recreate stubs - if stub was deleted, it can be recreated using LL Explorer • DXL viewer - display exported DXL documents from Livelink or Livelink Search in Lotus Notes • Synchronizing archive and email database. Emails that are not available in the email database anymore can be deleted administratively. • more consolidated documentation

11. Architecture • Archived emails • DXL format • Single Instance Email Management uses Explorer Pro instead of Explorer E-mail

12. All types of archiving Domino R6 and R7 Archiving alternatives automatic interactive

13. Look&Feel: Notes integration Intuitive integration in Notes interface avoids end user training

14. Domino Web Access support • Domino Web Access is a powerful new web client • We are directly integrating into it to support all archiving scenarios

15. Notes Client Interactive Archiving

16. Email Management Import From Livelink Export to Livelink In the Lotus Notes email client, the integration with Livelink is via the Export to Livelink and Import to Livelink functions.

17. Import from Livelink • mails can be imported to the Lotus Notes Client from Explorer as original or as stub

18. DXL viewer • registered on the client for the mimetype DXL • imports the DXL file from the file system or Livelink to the Notes Client • restriction: mails exported with Notes 7 can only be displayed with Notes 7 • alternative to HTML display in Livelink

19. Fulltext with Livelink Search (1/2) easy access via search button • You can search for archived mails using the Livelink Explorer integration

20. Fulltext with Livelink Search(2/2) Open Attachments

21. Enhanced Offline Support • Support of local Replica • The key features for the new Offline feature are: • All documents in a database are available for reading in a local replica even if they are archived or not • Full text Indexing for the local database still available • No retrieve from archive during replication if document is still available in the local replica • Interactive Archiving out of the local replica • There is a client extension available on every “offline computer” which will be provided through an email out of the ACMF.

22. Offline synchronization • automatic synchronization of emails for offline access can be configured • age of emails that should be available offline can be configured

23. Integrated Notes Administration • Define all parameters for archiving in one interface • Enable users for archiving • Establish connection to Livelink Archive and Index servers • Configure Order Databases and Archiving Services

24. Flexible Rule-Based Archiving • The core of E-mail Archiving is the rule-based Archiving • Flexible Database Archiving Profile Templates are used to configure all parameters • Schedules for archiving runs can be defined directly

25. Scheduling • Scheduled Archiving allows you to define precise rules for archiving • You can define when the agent is started • You have full control over the selection criteria for e-mails to be archived

26. Notes Formulas • Notes formulas can be used with scheduled archiving • If all document selection criteria are true, the document is archived* • Correct syntax can be checked easily * see notes * see notes

27. Pre- and Post archiving actions • Powerful service enhancements can be integrated easily with .jar based plug-ins • Before and after every archiving request specific actions can be triggered

28. Service enhancements • Open Text provides the flexible document pipeline mechanism to enhance the import of documents • Integration to other systems or services is made easy this way • This method of enhanced archiving is also useful for non-mail databases.

29. Change History • A change history is tracked for every archiving profile • Administrators can track easily who has changed a profile

30. Direct integration with Livelink • Livelink Full-text is created for E-mail and attachments • Life-cycle of every E-mail can be controlled

31. Synchronizing archive and mail database • can be used to delete mails form the archive that are not available in the mail database anymore (orphaned object) • runs on a scheduled basis • delayed deletion: period beforedocuments are finally deleted • test mode available

32. Committed to Lotus Notes • Leading products for Notes • Email Archiving for Lotus Notes • Email Management for Lotus Notes • Email Monitoring for Lotus Notes • NotesLink for SAP integration • Open Text Livelink Explorer Pro • Service Enhancements • Scan Package for Lotus Notes • Open interface for Document post processing * • RenditionServer for Notes to Tiff/PDF conversion • LEA runs on all popular Notes platforms AIX, Linux, Solaris, HP-UX and Windows • LEA support of Tivoli Storage Manager • Open Text is IBM Business Partner