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EMC Content Management & Archiving “CMA”

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Presentation on theme: "EMC Content Management & Archiving “CMA”"— Presentation transcript:

1 EMC Content Management & Archiving “CMA”
Title Month Year Integrated Information Governance with New Solutions for Archiving, eDiscovery and Compliance  Ahmad Salama EMC Content Management & Archiving “CMA” Sales Manager – Egypt, Libya and Gulf

2 Agenda EMC Documentum in Oil & Gas
Oil & Gas Information Management Value Chain Oil & Gas Case Studies Sample Content Management Functional Requirements Management Today’s tough challenges Approaches to Growth EMC SourceOne Management Case Studies

3 EMC Documentum in Oil & Gas

4 Documentum Middle East Sample Customers in: Energy, EPC and Utilities  90% Penetration
Engineering, Procurement and Construction (EPC) Utilities

5 Content Management & Archiving Oil & Gas Case Studies

6 Oil & Gas Information Management Value Chain

7 Oil and Gas Information Management Value Chain
Title Month Year Oil and Gas Information Management Value Chain Refining, Supply, and Distribution Marketing, Sales and Customer Service Business Operations and Corporate Administration Field Exploration & Development Field Data Collection & Management Electronic Well File (EWF) Engineering Standards and Procedures Quality Specification Management EH&S Standards & Procedures Project Document Management Bid & Proposal Management Engineering, Plant & Facility Management Contract Management EH&S Standards & Procedures Manuals & Training Division Orders; Land Records Management Corporate identify & Communications Management Website Management Customer Portal Call center Support Distributor Portal Correspondence System Contract Management Corporate Intranet AP/AR Processing Employee Records Management Financial Regulatory Compliance Management

8 EWF Management Solution at Chevron
Title Month Year EWF Management Solution at Chevron Business Drivers Needed improved well file access and security Reduction for on-site file space requirements Physical degradation/loss of key well data. Solution Landmark system integration and overall project management services. Core technology - Documentum Enterprise Content Management. Business Results 35,000 linear feet of shelving replaced by 500 GB of storage File Room Staff reassigned to other duties Misfiling eliminated Created Disaster Recovery assurance and ensures business continuity Historical data degradation problem eliminated Data retrieval time reduced from 24 hours to 1 minute Web access to same data/files Company Profile: Chevron is an integrated energy company - ranked second largest in the US and fifth largest worldwide. It conducts business in 180 countries. Around two thirds of the oil production comes from 20 countries outside the US – a truly global enterprise. Headquartered in San Ramon, CA, USA. Industry: Oil and Gas

9 Project Management Solution at ExxonMobil
Title Month Year Project Management Solution at ExxonMobil Business Drivers Need to manage all project documentation including drawings, correspondence, contracts, and SOPs Must scale - anticipated tens of millions of documents to manage Collaboration is a must with many organizations involved in the project, etc. Enforce consistent, auditable business rules and processes Solution Core technology - Documentum Enterprise Content Management. Business Results Document retrieval time reduced from days to minutes Documents now accessible in a secure Documentum repository Established collaboration environment Optimized regulatory compliance processes Company Profile: Exxon is the world’s largest integrated energy company - ranked #1 in the Fortune Global 500. Exxon Mobil's 45 refineries in 25 countries have a capacity of producing 6.4 million barrels per day. The company supplies refined products to more than 35,000 service stations in about 100 countries that operate under the Exxon, Esso, and Mobil brands. Headquartered in Irving, TX, USA. Industry: Oil and Gas

10 Saudi Aramco Improves Contract Management
Title Month Year Saudi Aramco Improves Contract Management Business Drivers Process of creating new contracts is slow, tedious, and inefficient with many departments involved in the creation and review process. Huge economic stake - from millions to billions. Law obligation to securely keep contracts for 15 years Difficult to search and access contracts in a secure environment Solution Documentum Enterprise Content Management solution with workflows Business Results Contracts Department now creates and audits contracts using automated process with significant reduction of contract processing time Contracts are now securely stored in a Documentum repository and are accessible on line by authorized Users Users can now access contract information within seconds (from days without the ECM system) Company Profile: Saudi Aramco is the world’s largest fully integrated petroleum company, with the world's largest oil reserves - over one quarter of the global total. Headquartered in Dhahran, Saudi Arabia. Reserves of 262B barrels. Production of 11M bpd. Industry: Oil and Gas

11 SAP Archiving with Documentum at BP
Title Month Year SAP Archiving with Documentum at BP Decision Process In June ’06, a Documentum and Captiva solution selected as the global SAP archiving standard at BP A 6 month decision cycle including head to head competition with the top 6 SAP archiving vendors The Solution Enterprise wide Documentum product suite including Captiva for scanning/imaging. 15K Users expected to be deployed Deployment Scenarios Raw Data Archiving for SAP Data Archiving and Viewpoint Data Archiving, scanning and A/P workflow Data Archiving with scanning Company Profile: BP is the third largest integrated energy company - ranked # 4 in the Fortune Global 500. BP operates 19 refineries in 26 countries. The company supplies refined products to more than 28,500 service stations. Headquartered in London, UK. Industry: Oil and Gas

12 Oil & Gas Typical Functional Requirements

13 Functional Requirements Smart Capturing - Process
Digitise paper, convert digital content, extract indexes from structured, semi-structured and unstructured documents, automatic delivery to content management system Capture Identify Extract Metadata YLNG Ref. Title Date From Subject… Validate Store

14 Windows alike functionalities
Functional Requirements Smart Capturing – End User Perspective Windows alike functionalities EDMS User

15 Functional Requirements Distribution & Control
ISO 9001:2008 Requirement Approve documents for adequacy prior to issue Availability at point of use Review and update as necessary and re-approve documents Ensure that changes and the current revision status of documents are identified Monitor, measure and analyse quality management processes

16 Functional Requirements Technical Documents (Review & Change Management)
EPC Phase Operation Phase IFR IFA IFC AS-BUILT SUPERSEDED …-TEMP Final AS-BUILT

17 Functional Requirements Technical Documents (Review & Change Management) – Cont.
AS-BUILT

18 Functional Requirements Archiving & Retention Management
Security & Access Control File Plan Reporting & Auditing Information Rights Management Services Core Notification Storage Mgmt. Physical/ Paper Trusted Content Services Retention Policy Services Unified Repositry Unified Architecture Content Security Web Based Client

19 Management

20 Challenges

21 Which of these challenges are you facing?
Operational Challenges Escalating costs for primary storage Difficulty meeting backup and recovery windows Ensuring timely access to historical information for users Compliance and eDiscovery Responding cost-effectively to eDiscovery requests Collecting archive data efficiently during audits and investigations Enforcing information management policies for both and unstructured data throughout the enterprise While IT Budgets are flat or declining* *“Global purchases of IT goods and services… will equal $1.66 trillion in 2009, declining by 3 percent after an 8 percent rise in 2008.” Global IT Market Outlook: 2009, Forrester Research, January 12, 2009 21

22 Approached to Email Growth

23 Approaches to Email Growth: Part 1 Adding Production Storage
Title Month Year Title Month Year Approaches to Growth: Part 1 Adding Production Storage Addressing growth by adding capacity is a stop-gap measure Not sustainable solution for long term management Larger Mailboxes mean: Slower performance Increase admin overhead Longer backup windows More data to replicate Restores take longer Duplicate copies 23

24 Approaches to Email Growth: Part 2 Forcing Mailbox Limits
EMC Management for Microsoft Exchange February 2007 Title Month Year Approaches to Growth: Part 2 Forcing Mailbox Limits Consequences of mailbox quotas Users creating personal archives (.PST and Notes local archives) to get below quota Mobile devices (e.g. Blackberry) users can be locked out when quota is reached – can’t send or receive any s Risks of PST files Unmanaged by corporate retention Operational waste of backup and disk resources (e.g. file servers) Security risk if PC stolen Backup not consistent against PCs – may lose all of the content User Desktops Enterprise SAN . Mail Servers File servers 24

25 Solution: EMC SourceOne :: Email Management

26 Solution: Email Management Message Flow
Title Month Year Solution: Management Message Flow Organize and Classify Address Rules Retention and disposal policies Unique ID for single instancing Collect Real-time Scheduled PST/NSF collection User Directed Archiving User/Admin searches Web-based search to access archive Full Text Index Optional indexing of messages, attachments Includes embedded and Zip messages (20 layers deep) Ability to set indexing policy at folder level Note to Presenter: Show slide in animation mode Management Server(s) Centera sends back digital finger print “content address” Messaging servers Archive Messages Better than 2:1 compression Create container files EMC Centera EMC Celerra Store Container Files Copy containers to Management server storage Write to archive storage device on set schedule Discovery Manager searches Search and collect content in archive for discovery searches Put on legal hold 26

27 Solution Phase 1 – Shortcut Process
Title Month Year Solution Phase 1 – Shortcut Process Reduce primary storage requirement by 60% Messaging Server Management Server Shortcut Message 1 Jan. 1, 2009 To: Rick Subject: Question Attached: Message 2 Jan. 1, 2009 To: Ron Subject: Update Message 3 Feb. 1, 2009 To: Bill Subject: Training Remove restrictive mailbox quotas through proactive shortcut process Message 1 Jan. 1, 2009 To: Rick Subject: Question Attached: Message 2 Jan. 1, 2009 To: Ron Subject: Update Message 3 Feb. 1, 2009 To: Bill Subject: Training Shortcut User’s Inbox Archive 27

28 Shortcut Process - Before
Title Month Year Title Month Year Shortcut Process - Before 28

29 Shortcut Process - After
Title Month Year Title Month Year Shortcut Process - After Preview pane unchanged 29

30 Solution Phase 2 – Deletion
Title Month Year Title Month Year Solution Phase 2 – Deletion Management offers two phased approach to managing mailbox sizes as content ages Delete from user inbox on production mail server Content remains access in the archive via Web-based search client until retention period expires 30

31 EMC SourceOne Email Management Case Studies

32 Customer Success – EMC IT
Archiving Results Lifted restrictive mailbox quotas Eliminated .PST file creation Reduced production storage by 60% Cut discovery time from days to hours Reduced backup times from hours to 2-3 hours SourceOne Management Enhancements Improve scalability and performance Centralize management Provide users with Web-based search Support multi-byte character sets Company Profile: Microsoft Exchange – about 40K mailboxes 40% of Employees outside of US @ 400 sales offices Publicly traded NYSE - EMC Industry: Focus on information infrastructure with commitment to acting in a socially and environmentally responsible manner 32

33 Customer Success – Orascom Telecom Holding “OTH”
Challenges Large attachments + Quotas PST!!! Aged content on production storage Archive Policies 60-day shortcut policy 2 year deletion from Exchange Results Reduced mailbox sizes by 60% Backup window reduced by over 70% Company Profile A global Telecom, Media and Entertainment player, with operation in four continents and number of subscribers approaching 100 Million. Environment Clustered MS Exchange 2007 Clustered EMC Xtender 2 x EMC Centera HP EVA SAN Storage “We can be used as a reference for EMC Management Solutions!!!.” -- Hani Naim, Messaging Senior Manager 33

34 xCelerated Composition Platform “xCP”

35 xCelerated Composition Platform
Title Month Year Title Month Year EMC Transactional Content Management May 2007 xCelerated Composition Platform Process Swim-Lane Diagram Simulation Results Enterprise Blueprints Process Modeling Rapid UI Design e-Forms Data Mapping Task Screen 35 35 35

36 Business Activity Monitor Dashboard
Title Month Year Business Activity Monitor Dashboard 36

37 Title Month Year


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