1. Enterprise Vault Product Roadmap October 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
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. Expanding Scope Of Archive
Message Archive
Archive
Collaboration Archive
Digital Communication Archive
Unstructured Data Warehouse
IM,
Bloomberg,
Blackberry
Exchange, Domino, SMTP
Files, SharePoint, Blog
Digital Fax,
Voice Mail,
VoIP
Analytic Applications

7. Evolving Uses Of Archive
Message Compliance
Message Archiving
Message Discovery
Message Policy Mgmt
Message Data Mining
Keep Messages A Long Time
Keep Messages Running
Keep Messages & Find Them Again
Keep Bad Messages From Happening
Keep Messages As An Asset

8. Enterprise Vault Directions

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

10. All future release dates tentative and subject to change.
Releases
All future release dates tentative and subject to change.
EV 6.0 SP1 (10/31/05)
EV 6.0 SP2 (Dec 05/Jan 06)
EV 6.0 SP3 (TENTATIVE: 2Q06)
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 Security and Availability
Policy Management

12. 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
Outlook / OWA
Shortcuts
MS Exchange
Mailboxes, Journals
Public Folders, PSTs
NEW in EV 6:
Policies set per Organizational Unit
Search
Outlook, Web, SP
Enterprise Vault
Policies on archiving, shortcuts, retention, migration, expiration
Scriptable command line (EVPM)
Administration GUI (VAC)
Archive Explorer
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. 2. Build An Archiving Platform
Sources
File Servers
Windows, NetApp
MS SharePoint
SPS and WSS
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
MS LCS
IM logging
NEW from Microsoft: Native support for capturing Microsoft LCS IM streams and sending to Exchange mailbox for archiving / indexing
Lotus Domino
Journals (SP1)
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
SMTP
Capture and archive
NEW in EV 6: Capture, archive and index SMTP messages; search and review through Archive Explorer, Compliance Accelerator or Discovery Accelerator

16. 2. Build An Archiving Platform: New SDK in EV 6
Secondary
Archive
Primary Archive
Enterprise Vault
Store/Retain/Expire
Index/Search/Future-Proof
View/Restore
Compress/Migrate
Audit/Administer
Categorization/Filtering
SDK
Data Migrator
Disk
Tape
WORM
Optical
Sources
Applications IM
SDK
Ingest Filter
Databases
SAP
Bloomberg
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., voic )
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. 3. Deliver Most Scalable Storage and Indexing
Archive
Enterprise Vault
Store/Retain/Expire
Index/Search/Future-Proof
Compress/Migrate
NEW in EV 6: StorageTEK IntelliStore, IBM DR550
Primary Archive
Any NTFS/CIFS Location
Disk
WORM
SDK
Data Migrator
Tape
Optical
Secondary
Archive
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. Futures: Data Orchestration
Primary
System
Primary Store
Backup
Archive
Enterprise
Vault
Secondary Store
Migrate
Information Exploitation
Discovery
Item Level Restore
Long Term
Information Protection
Recovery System Level Restore Short Term
Tertiary Store

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

23. Potential Futures Improved Single Instance Storage Long-term archiving
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. 4. Build Applications That Mine The Archive
Compliance Accelerator
Monitoring and supervision
Discovery Accelerator
Legal discovery
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 Compliance 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
analytics – forwarded messages, life of an , content flow within and across enterprise, top consumers of resources
Applications for HR, customer service, information security

27. 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
Enterprise Vault
Store/Retain/Expire
Categorization/Filtering
SDK
Ingest Filter

28. What We Are Hearing From Customers
Traditional Records Mgmt. doesn’t work in
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. 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
MS Exchange
Mailboxes, Journals
Public Folders, PSTs
Archive to storage tiers
SIS and compression
Optimize backup/restore
Retention management
WORM storage integration
Supervision and discovery
File Servers
Windows, NetApp
MS SharePoint
SPS and WSS
Integrated Search
MS LCS
IM logging
Search from DM or from EV across everything
Summary of the main sources of information to be stored in Vault along with the main clients – note that file system archiving was a mid-2003 deliverable
Adding:
SDK / VE Partner program points to extend the partner ecosystem in all areas
IBM DR 550 Storage Platform integration (EMC Centera competitor)
VERITAS NetBackup Tape migration integration (Further utilization of online & nearline tape resources)
Gotchas:
Enterprise Vault
Store/Retain/Expire
Index/Search/Future-Proof
View/Restore
Compress/Migrate
Audit/Administer
Categorization/Filtering
Lotus Domino
Journals (SP1)
SMTP
Capture and archive
Document Managment

31. 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 , managed by EV. So I need…
“In Place” Records Management
Records Management
Paper Records
(e.g., contracts, statements, invoices)
Continue to capture and store s in EV
Declare (based upon rules or by user) 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…
Summary of the main sources of information to be stored in Vault along with the main clients – note that file system archiving was a mid-2003 deliverable
Adding:
SDK / VE Partner program points to extend the partner ecosystem in all areas
IBM DR 550 Storage Platform integration (EMC Centera competitor)
VERITAS NetBackup Tape migration integration (Further utilization of online & nearline tape resources)
Gotchas:
Enterprise Vault
( , files, documents)
Policies
Consistent Records Retention and Disposition

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

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

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

35. Enterprise Vault Roadmap Summary

36. All future release dates tentative and subject to change.
Themes
All future release dates tentative and subject to change.
EV 6.0 SP1 (10/31/05)
Lotus Domino Journaling
Index Scalability
Double Byte Character Support
Enhanced Migration
EV 6.0 SP2 (Dec 05/Jan 06)
Supportability
Global Deployment
FSA Scalability
RM Integration
Lotus Domino Enhancements
EV 6.0 SP3 (TENTATIVE: 2Q06)
Automated Classification
Enterprise Scale Admin.
Unified Search
Advanced Reporting and Monitoring
Emerging UIs
MSCS, EMC Celerra, DFS, RMS
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. All future release dates tentative and subject to change.
Roadmap
All future release dates tentative and subject to change.
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
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 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
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 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!