LandWarNet 2011. Phil Yaccino. Enterprise Vault National Architect. Enterprise Vault - LandWarNet 1

LandWarNet 2011 Phil Yaccino Enterprise Vault National Architect Enterprise Vault - LandWarNet 1

1 Today s Information Management Challenges 2 Why Information Management? 3 Symantec Enterprise Vault - Other Archiving Targets 4 Benefits & Closing Enterprise Vault - LandWarNet 2

1 Information Growth & Waste User mindset: keep everything forever Duplicated data causing more waste Unsustainable backup windows 2 Fear of Deletion Over retention increasing costs Infinite retention = infinite waste Increased litigation risk and exposure 3 Search is Always a Fire Drill Storage is cheap; search and review costly Improper use of backup systems Inefficient discovery processes Enterprise Vault - LandWarNet 3

Reduce storage costs Improve backup performance Better manage unstructured information Challenges Keep data readily accessible to end users Simplify search and e- discovery Control local email archives (.pst &.nsf files) Enterprise Vault - LandWarNet 4

Protect Completely Dedupe Everywhere Delete Confidently Discover Efficiently Backup, archive and prevent data loss Eliminate redundancy close to the source Delete by default Proactive archive, index and search Enterprise Vault - LandWarNet 5

DR without a tape mountain Fewer duplicate copies Lower storage costs Lower legal & regulatory costs Enterprise Vault - LandWarNet 6

Flexible Policy-based Archiving Software Resource management Retention management Discovery management #1 Intelligent Archiving Solution Proven: 10+ years experience Intelligent: Ensures archive remains manageable Open: Investment protection by extending functionality Efficient: Minimizes footprint to maintain low TCO Proven Technology 15,000+ customers and 31 MM+ users archived Production customers archiving 5 MM+ messages/day Deployments archiving 300K+ users Enterprise Vault - LandWarNet 8

EMAIL SERVERS Store Manage Discover LEGAL FILE SERVERS Migration Retention Search IM SERVERS SHAREPOINT Compression Deduplication Deletion Preservation Guided Review Legal Hold INFO SEC LEGACY DATABASES Transparency Reporting Supervision HR DESKTOPS END USERS ECM Archive CLASSIFICATION Enterprise Vault - LandWarNet 9

EMAIL SERVERS Store Manage Discover FILE SERVERS Open Storage Open Classification Open E-Discovery IM SERVERS Open ECM SHAREPOINT LEGACY DATABASES DESKTOPS 3 rd Party Content Encryption Open Search ECM OPEN APIs Enterprise Vault - LandWarNet 10

Exchange Mailbox Archiving Exchange Journaling PST Migration End User Tools File System Archiving SharePoint Archiving http://www.symantec.com/business/enterprise-vault Enterprise Vault - LandWarNet 11

Policies Defines what/when to archive Enables automated deletion Distinct policies for email, files, SharePoint, etc Retention folders for network shares Policies based on AD, OI, Individual, etc File Blocking for content control 12 Symantec Enterprise Vault

User Access 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 13 Symantec Enterprise Vault

Transparent End-User Access PC Dedupe Across Email, Attachments, SharePoint, etc. Network Share Enterprise Vault 1) Locate PST/NSF Network servers PCs 2) Migrate PST/NSF into archive Even with mobile users Limited user action Symantec Enterprise Vault 3) Dispose of PST/NSF Delete, hide Compact 1 4

1 Migrate information to archive 2 3 Apply deduplication Reduce information stores ENTERPRISE VAULT 4 Expire data over time SHAREPOINT SERVER EMAIL SERVER FILE SERVER Enterprise Vault - LandWarNet 15

No matter the version of Exchange (2000, 2003, 2007), it takes a great deal of resources to move from an older version to the current Large mailboxes make the necessary move process long and tiresome for both administrators and users There is no other method for Exchange version migrations other than mailbox moves 1.) Gartner 28 th Annual Data Center Conference December 1-4, 2009 Caesars Palace Las Vegas, NV Sheila Childs Enterprise Vault - LandWarNet 16

By introducing Enterprise Vault archiving prior to migration, you can drastically reduce migration times As Enterprise Vault archives user and public folder data, said data is removed from Exchange and replaced with a policy driven shortcut This reduces the amount of data in Exchange, therefore, reducing the amount of time it takes to move a mailbox from one version of Exchange to another. Enterprise Vault - LandWarNet 17

When migrating to Exchange 2010, administrators and users face the same issues as in previous migrations, large mailboxes take a long time to migrate. Enterprise Vault helps the migration process as it always has Smaller mailboxes means quicker migrations What next Microsoft wants its Exchange mailbox to be the users repository for everything, with no limits, no backups and completely redundant So now the 200 Mb mailbox can become several How long will it take to move to Exchange 2014? Enterprise Vault - LandWarNet 18

With archiving already introduced, we have the advantage of the endless mailbox and still little data left in Exchange. Future migrations will always be smoother, quicker and less impactful on the end user The bottom line, Enterprise Vault makes Exchange better, while working tightly with the new features of Exchange in a non-impactful manner that follows Exchange security best practices Enterprise Vault - LandWarNet 19

Windows 2000/2003/2008/R2 Windows Storage Server Standalone or clustered NetApp Filer OnTap 7.0.1+ Filer and vfiler CIFS volumes EMC Celerra DART OS 5.5/5.6 CIFS, mixed-protocol (CIFS+NFS) volumes Archiving and Internet Shortcuts supported on all CIFS compliant platforms Enterprise Vault - LandWarNet 20 20

End-User File Server Enterprise Vault Enterprise Files Once To The that recall archived match Enterprise Vault the the scans archived file policy Vault is for recalled files file, is are secured, the which copied directly user match seamless in simply to the Enterprise policy double-clicks workstation and transparent Vault, and the indexed, opens placeholders deduplicated created native application and in the are compressed Enterprise Vault - LandWarNet 2 1 2 1

Gartner state: It is estimated that unstructured data is now approximately 80% of the data being managed. 1 Up to 70% of data is duplicate and hasn't been accessed in more than 90 days. 1 A well-deployed archiving strategy can save up to 60% in backup costs and reduce your backup times by up to 80%. 1 1.) Gartner 28 th Annual Data Center Conference December 1-4, 2009 Caesars Palace Las Vegas, NV Sheila Childs Enterprise Vault - LandWarNet 22

10TB 8TB 2TB 1TB 1TB 1TB 1TB Enterprise Vault - LandWarNet 23

10TB 8TB 2TB 1TB 1TB 1TB 1TB 2TB 2TB Less Rack Space Less Cooling Less Electricity Enterprise Vault - LandWarNet 24

What if the file server is replicated? Twice the storage saving; primary and replica reduced in size What is the data growth per year? Analysts see file growth at around 50% annually What if tapes are going offsite? Reduce costs for offsite storage AND bringing back onsite for recovery & e-discovery End user self service file recovery How many requests per week can IT now defer to the end-user? How much time does IT save? User is more productive; doesn t have to wait for restore requests to be processed. Compliance How much time and money is sunk into redundant searches and legal holds? Help customers to be more compliant with industry regulations and internal governance policies. Enterprise Vault - LandWarNet 25

Enterprise Vault - LandWarNet 26

Report on Active and Archived files Recommendations for File Lifecycle Management Visibility for efficiency Centralized management and reporting Based on MS SQL Reporting Services Reports Provided: File Groups Summary Drive Usage Unused Files Storage Summary Archive Point Summary Duplicate Files Summary Active + Archived file trending Enterprise Vault - LandWarNet 27 27

Blocking of files to prevent those that violate a corporate file policy Based on extensions within a File Group Content based scan to prevent extension rename violations Will scan inside archive files (zip, rar etc.) User and Admin notification of violations All violations audited Centralized quarantine of violation files Windows and NetApp in EV2007,8 Enterprise Vault - LandWarNet 2 8

Movement of files from primary to secondary storage Seamless End User experience Actions Archive Do Not Archive Delete Policies Grouping of rules Per volume or per folder Base upon metadata Size Date Extension File attributes Archive Now, Shortcut Later Windows, NetApp, EMC Celerra Enterprise Vault - LandWarNet 29 29

Seamless end-user experience Displays native file icon, original extension and size to user Placeholder support for Windows file servers, NetApp Filers and EMC Celerra Agent software runs on Windows file servers (deployed with push install) Enterprise Vault server acts as proxy for NetApp and Celerra No client slide software required (on Windows) Enterprise Vault - LandWarNet 3 0

User classification of files to a corporate retention policy Creation of a granular folder structure within multiple folders e.g. all home folders Users simply drag and drop files in to the retention folders Each folder can have a different policy or retention period associated with it Including Do Not Archive for folder exclusions Archive Now, Shortcut Later for working folders or journal folders Windows, NetApp and Celerra Enterprise Vault - LandWarNet 31 31

Web Based end user search: Search Browse Pre-view Recall Restore to file system Discovery Accelerator: E-discovery search application For emails and files Separately licensed option Enterprise Vault - LandWarNet 32 3 2

Archive content from SharePoint to less expensive storage Enterprise Vault Create rules to: Delete content from SharePoint Select what content to archive Select content to not archive Enterprise Vault - LandWarNet 34

Archive first/shortcut later Archived items may be: Left in SharePoint Removed from SharePoint Replaced with Shortcut Shortcuts contain all metadata which is indexed by SharePoint Enterprise Vault - LandWarNet 35

Shortcut links to actual item now stored in Enterprise Vault Icon changes but otherwise the enduser experience is unchanged when viewing files Enterprise Vault - LandWarNet 36

Archive all content and replace all but the latest version with EV shortcuts User maintains ability to edit the current version and restore/view old versions which now reside in EV from within SharePoint Enterprise Vault - LandWarNet 37

Email Server Share Point Enterprise Vault Storage NTFS, NetApp, EMC, IBM, Storage TEK, etc. File Server Optimized Single Instance Storage Attachment-level sharing Sharing between Exchange, SharePoint, etc. Support for block-level de-dup and compression SIS with WORM storage Backup Integration for Storage Optimization Leverage NBU or TSM as Tier 3 storage Archived data moved to tape but still accessible to EV lowering cost of storage for long term retention Enterprise Vault - LandWarNet 38 38

Archiving & Deleting older items shrinks the SharePoint database Reducing data in SharePoint keeps data footprint small Smaller footprint = faster backup and restore Easier to backup 3 months of data vs. 3 years of data Enterprise Vault - LandWarNet 39

SharePoint Search Searches based on metadata contained in EV shortcuts EV Search Web part Searches archived SharePoint content within EV Access is mapped to user permissions User-based restore Enterprise Vault - LandWarNet 40

SharePoint Additions in EV 8.0 SP1 Shortcut Utilities Ability to restore an item from the drop down menu of a shortcut Bypass replace with shortcut for files that are part of a workflow Replace with shortcut" and Remove from SharePoint will now fully delete the original file from SharePoint instead of moving to the Recycle Bin to immediately free space. Enterprise Vault - LandWarNet 43

New Features Enterprise Vault - LandWarNet 44

1 End-user 3 2 1 2 3 End-user clicks on a shortcut Shortcut cut links to item in Enterprise Vault Item is sent directly to the end-users machine from EV. If they edit the document changes are saved locally not in SharePoint Enterprise Vault Enterprise Vault - LandWarNet 45

Seamless Shortcuts* Federated Search of SharePoint & Archived SharePoint items End-user Prompt for "Edit/Read-only 2 Workflow is not broken after item is shortcut No change to filename upon replace with shortcut Images for slide libraries and picture libraries are maintained 3 Item level properties are maintained for shortcut Explorer View now has proper icons Check in/check full item is downloaded * Expected 1 behavior End-user but clicks subject on a to shortcut testing 1 2 3 User is prompted with SharePoint Edit/Read-only dialog Read request is redirected to EV and item is returned to SharePoint prior to opening Enterprise Vault Enterprise Vault - LandWarNet 46

Metadata based archiving Metadata driven archiving EV8.0 SP3 Archive based on Content Type Archive based on Metadata Delete content from SharePoint based on metadata/content type Delete older shortcuts via metadata rules Potential to create a metadata y/n field for manual archive that could trigger based on a rule Enterprise Vault - LandWarNet 47

SharePoint 2010 Optimize for SharePoint 2010 Offline/Mobile Integration with SharePoint Workspace (formerly Groove) Metadata capture & use Archiving story in SharePoint Embrace & extend Enterprise Vault - LandWarNet 48

Archive all content within SharePoint Archive all SharePoint content (Blogs, WIKI, discussions, custom lists, etc.) Integration into Compliance story Complete data capture Classify all content ACE replace Manipulate metadata within SharePoint Enterprise Vault - LandWarNet 49

Shortcut Policy Shortcut immediately when item > 2MB Archive & Delete in SharePoint when project is complete (product = project X) Archive and remove if last modified date > 2 Months Retention Archive & retain for 7 years when Content type = Legal contract Archive & retain for 1 year when project complete = yes 5 0 Enterprise Vault - LandWarNet

New Features Enterprise Vault - LandWarNet 51

Workloads Email becomes a hybrid on-prem / cloud service SharePoint, Social media & User Collaboration Accelerates & Evolves Petabytes become Commonplace Regulations E-Discovery Readiness Becomes Standard Regulatory Compliance Mandates Deepen Globalization Overlap Continues Operations Retention must be Centrally Enforced Service Provider Mentality Grows Talent Pool Shrinks Enterprise Vault - LandWarNet 52

Classification Retention Platform Data in Stream + at Rest Ability to Reclassify Flexible Decision Model Use metadata or deep content Range of Tagging Modes Use DLP, third party, user input, or other inputs for classification Event Based Contract closure, case, etc. Consistent Policies Consistent across content sources & share with 3 rd parties Advisory Suggestions for retention policies / actions Breadth SharePoint, Social Media, etc. Scale 64-bit Indexing, Matrix storage Cloud Archive to and for the cloud Enterprise Vault - LandWarNet 53

End-User Experience New Search UI Personal information discovery Discovery Custodian Focused Data Map -> Search -> Review Virtual Vault Build-upon a winning formula OpenSearch API Standards based approach to simple federated search Legal Hold Workflow Enhanced workflow Search Improvements Concept Extraction, Freeform Boolean Search Enterprise Vault - LandWarNet 54

Enterprise Vault 10 Enterprise Vault - LandWarNet 56

Policy Driven Classification Control Retention Reduce the cost of reactive Discovery Priorities items for proactive review What does it do? Analyses content & meta-data of archived items Decides on an archiving & retention strategy Assigns searchable classification tags Enterprise Vault - LandWarNet 57

64-Bit Engine Seamless Upgrade Scalable Architecture What it does Very Large Memory Support Native 64-Bit OS Support Query & Indices Scalability What it does No Query Impact Federated Search Results Simple Admin Upgrade Workflow What it does Scale-out for Extra Performance Server Grouping for Easy Admin Separate User & Discovery Queries Enterprise Vault - LandWarNet 59

Administration Improvements Centralized Management of Indexes Index Groups to Simplify Distributed Architectures Wizard based Workflow for Day-to-day Tasks Status Monitoring of Index Tasks Enterprise Vault - LandWarNet 60

Content Sources Target option in Enterprise Vault Storage partition options: Non-WORM FileStore integration includes CIFS related updates (full ACL support + extended attributes) Certified Storage Device Replication Notification WORM Write Once Read Many: Enables customers to meet data retention requirements FileStore integration includes specific work on Data Archive & Retention (DAR) feature Joint WORM Certification is inprogress Enterprise Vault 10 FileStore N8300 CIFS Symantec Information Infrastructure * WORM is a new feature in FileStore 5.6 & N8300 Enterprise Vault - LandWarNet 64

Select Archives during Search Creation Supported for Immediate searches Enterprise Vault - LandWarNet 65

Search & Discover Sharepoint Wikis Blogs & Lists Ingest into EV -> make available for Review in DA Enterprise Vault - LandWarNet 66

Social Media Discovery within EVDC Collect information for use in Discovery Accelerator from social media repositories (SharePoint Wiki s, Blogs) FSA Filter Point Allow files being archived to be passed to an external classifier for intelligent archiving Domino 8.5.2 support Support for the latest version of Domino Outlook 2011 for Mac Support for Microsoft's latest mail client for Mac OS X Enterprise Vault - LandWarNet 67

Thank you! Phil Yaccino phil_yaccino@symantec.com 312-206-4974 Copyright 2011 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. Enterprise Vault - LandWarNet 68