1. Enterprise Vault: V6.0 Roadmap
Material on roadmap is tentative and in some cases is pending engineering scoping and feasibility. It is, as always, subject to change.

2. Evolution of Archiving
File system content
Microsoft SharePoint content
Enterprise Content / Document Mgmt.
Content/metadata indexing
Categorization and filtering
Search and sampling
Data Protection, Content Mgmt., Records Mgmt., Data Security
Exchange, Domino, …
Instant Messaging, …
Total
Information
Management
Intelligent
Information
Lifecycle
Management
Value
Unstructured
Data
Lifecycle
Management
Message
Lifecycle
Management
All organisation benefit from Enterprise Vault at many levels. This is the beauty of the Store…Manage…Discover capabilities developed by KVS. Whether looking simply to improve the reliability of Exchange and reduce storage costs, or looking at putting in place a full compliance driven ILM policy Enterprise Vault is the right platform.
Bringing KVS into the VERITAS family gives us the opportunity to combine the data management and protection strengths of Veritas with the Information protection and exploitation strengths of Enterprise Vault. Implementing a Total Information Management strategy becomes a reality.
Beneficiary
CXO
End user
Mail administrator
IT manager
Storage manager
Legal or Compliance group
Knowledge / Content Mgmt. group

3. 2005-2006 Key Release Summary 1H05 2H05 1H06 2H06 EV 6 BETA (April)
EV 6 SP1 (TBC: Sep)
CA 6 (4Q05)
EV 7 (TBC: 2H06)
1H05 2H05 1H06 2H06
EV 6 GA (July)
CA 5.1 SP3 (July)
EV 6.1 (TBC: 4Q05/1Q06)
DA 6.1 (TBC)
All future release dates tentative and subject to change.

4. Background: Enterprise Vault 5.0
Clients
Sources
Apps
Outlook
Web Access
Outlook
Offline
Vault
SharePoint
Custom
Search
Archive Explorer
Supervision
E-Discovery
Custom
Exchange
Mailboxes, Journals
Public Folders, PSTs
Enterprise Vault
Store/Retain/Expire
Index/Search/Future-Proof
View/Restore
Compress/Migrate
Audit/Administer
Categorization/Filtering
File System
SharePoint
Summary of the main sources of information to be stored in Vault along with the main clients – note that file system archiving is a mid-2003 deliverable
Adding SPS and applications using archive API as sources and MS Search as indexer.
Custom
Archive
Store
Secondary
Store
Targets
Custom

5. EV 6.0: Now All Your Messaging And More…
Clients
Sources
Apps
Outlook
Web Access
SharePoint
2003
Outlook
Offline
Vault
Exchange
Mailboxes, Journals
Public Folders, PSTs
Search
Archive Explorer
Enterprise Vault
Store/Retain/Expire
Index/Search/Future-Proof
View/Restore
Compress/Migrate
Audit/Administer
Categorization/Filtering
File System
Supervision
SharePoint
2003
E-Discovery
Summary of the main sources of information to be stored in Vault along with the main clients – note that file system archiving is a mid-2003 deliverable
Adding SPS and applications using archive API as sources and MS Search as indexer.
Domino Journaling
Archive
Store
Secondary
Store
SMTP
Capture
Targets

6. EV 6.0: Tap Your Corporate Memory…
Clients
Sources
Apps
Outlook
Web Access
SharePoint
2003
Outlook
Offline
Vault
Exchange
Mailboxes, Journals
Public Folders, PSTs
Search
Archive Explorer
Enterprise Vault
Store/Retain/Expire
Index/Search/Future-Proof
View/Restore
Compress/Migrate
Audit/Administer
Categorization/Filtering
File System
Supervision
SharePoint
2003
E-Discovery
Summary of the main sources of information to be stored in Vault along with the main clients – note that file system archiving is a mid-2003 deliverable
Adding SPS and applications using archive API as sources and MS Search as indexer.
Domino Journaling
Archive
Store
Secondary
Store
SMTP
Capture
Targets

7. EV 6.0: Platform Of Choice…
Clients
Sources
Apps
Outlook
Web Access
SharePoint
2003
SDK
Outlook
Offline
Vault
Exchange
Mailboxes, Journals
Public Folders, PSTs
Search
Archive Explorer
Enterprise Vault
Store/Retain/Expire
Index/Search/Future-Proof
View/Restore
Compress/Migrate
Audit/Administer
Categorization/Filtering
File System
Supervision
SharePoint
2003
E-Discovery
Summary of the main sources of information to be stored in Vault along with the main clients – note that file system archiving is a mid-2003 deliverable
Adding SPS and applications using archive API as sources and MS Search as indexer.
Domino Journaling
SDK
Archive
Store
Secondary
Store
SMTP
Capture
Targets
SDK
SDK

8. Lotus Domino Journaling
How It Works:
All individual s are collected into a journal mailbox
Journaling task collects s from journal mailbox
Optional custom filter plug-in or filter rules to control what is archvied
Storage service archives & indexes
Use WORM storage (Centera, Nearstore w/ Snaplock, DR550, etc)
Benefits:
Ensures capture of s with audit logging - avoids tampering
Reduced storage via single instance
Important for regulatory compliance & litigation support
Domino Server(s)
Journal
Mailbox
Mail Users
What gets archived from the journal mailbox?
The Journaling Service runs continuously. When the Journaling Service processes a journal mailbox, it archives items from the mailbox based on certain settings. These settings are not configurable. Journaling service is polled every 1 minutes.
Archiving Strategy
Unlike the Archiving Service, the administrator cannot configure the criteria used by the Journaling Service. This is because the Journaling Service archives everything that arrives in Exchange or departs from Exchange. Due to this the Journaling Service immediately processes anything that arrives in the journal mailbox.
Message Class
As the aim of using a Journaling Service is to archive everything that arrives in Exchange or departs from Exchange, the Journaling Service does not pay attention to the list of eligible message classes as the Archiving Service does. The Journaling Service processes anything that arrives in the journal mailbox.
Archiving Actions
Due to the nature of the use of the Journaling Service, the archiving actions associated with the Journaling Service are not optional. The actions of the Journaling Service are:
Archives unread items – the Journaling Service archives unread items. This is because the journal mailbox is not normally accessed by any individuals and therefore, all items typically remain unread.
Deletes the original items after archiving them – the Journaling Service does delete items after they have been archived.
Does not create a ‘shortcut’ to the archived item – the Journaling Service does not create shortcuts to the items it archives. This is because the journal mailbox is not normally accessed by any individuals. Shortcuts are not needed and would only fill up the Exchange store.
Storage
Service
Journaling Task
Enterprise Vault
Server
Available in EV 6 SP1 (~September)

9. Lotus Notes Features Roadmap
6.0 SP1: Enabling Notes
Delivering APIs to prepare Enterprise Vault™ for Domino
Support for Notes message format (new DVS type)
Uses Domino Mail Journaling facilities for capturing , including distribution list expansion, de-duping, etc.
R6 and above req’d
Use of C API (think Exchange MAPI)
Exchange NOT required to archive content
Domino source can be non-Windows based**
Windows platform ONLY supported in 6.0 SP1
** May need customer to add Windows Domino Journaling servers interim
Search, AE, Compliance and Discovery Accelerators can search Domino
7 Future Release (Research): Managing Notes
Complete functionality for Enterprise Vault™ as with Exchange
Mailbox archiving & management
Storage Management / Server database space reduction / Client functionality
SMTP release are a multi-tier strategy as we move into a 3 release structure.
To have the Vault understand SMTP, in 6 it will be able to scoop up EML files which are what Microsoft sees SMTP files as that transition across servers. In SP1 we will add interfaces for partner products to be able to filter, E.G. Anti-Spam, inbound/outbound streams to EV.
In 7 we will natively journal (capture) all directed to EV SMTP traffic (either via SMTP rules, MX records, etc) or addresses and journal those messages.

10. How It Works: Benefits: SMTP Capture
Information from SMTP source recognized & captured
Information archived & compressed
Archived information can be searched via Archive Explorer, DA, CA
Note: does NOT do mailbox archiving
Note: does not do DLIST expansion
Benefits:
Ability to capture additional sources of information
Good targets include border gateway, pure SMTP or mixed scenarios, or simple retention requirement
SMTP Source (e.g., Web server, CRM system, anti-spam)
Recognize SMTP/MIME
Capture via mail receiver
Capture via FSA or API
Indexed & Compressed
Search via Archive Explorer, Discovery or Compliance Accel.
Indexing
Indexing attempted on every item entering the vault
Future Proofed Copy
How long will Office 2003 document be supported?
Retention Management
Determine and manage retention of data
Store Securely
Windows Logon and full user authentication
Transacted process (safety copy)
‘don’t delete items until the vault has been backed up’
Minimise Storage
Single Instance and Compression
Storage Optimization
EV Vault Store Partition

11. SMTP Features Roadmap 6.0 GA: Enabling SMTP Capture
Support for EML file format – MIME encoded SMTP messages
Archiving via FSA mechanism
Adding capture mechanism to Vault
Adding “address to Vault” facilities
Adding capability to support external SMTP mail “filter” products or journals
SMTP Source can be non-Windows based
Exchange NOT required to archive SMTP content
Search, AE, Compliance and Discovery Accelerators can search SMTP
Delivering APIs to enable further technical partnerships
AVOID large full scale journaling scenarios in 6.0
Think another API to store selected content to Vault
7 Future Release (Research): Managing SMTP
SMTP mail journaling service: a native service for directly journaling SMTP , including distribution list expansion, de-duping, etc.
Remove exclusive dependency on partners
SMTP release are a multi-tier strategy as we move into a 3 release structure.
To have the Vault understand SMTP, in 6 it will be able to scoop up EML files which are what Microsoft sees SMTP files as that transition across servers. In SP1 we will add interfaces for partner products to be able to filter, E.G. Anti-Spam, inbound/outbound streams to EV.
In 7 we will natively journal (capture) all directed to EV SMTP traffic (either via SMTP rules, MX records, etc) or addresses and journal those messages.

12. Locate Collect Migrate PST Migration – 3 Step Process
Alert
Locate
Search remote registries & file systems
Determine ownership
Alert
Collect in temporary storage location
Collect
Migrate
Schedule ingestion
Determine post-migration policy:
Delete PST
Leave PST
Access:
Exchange shortcuts
Archive Explorer

13. PST Migration - Benefits
Avoids common problems with PST files
Designed for much smaller mail volume than in use today
Size limits, instability (Microsoft KB article )
No remote access to the PSTs at the office
Reduces impact on backups (if PSTs are backed up!)
Single instance reduces size
Traditional methods may duplicate PSTs unnecessarily
Retains corporate knowledge of creation / content
Enables retention policy enforcement
Removes risk of end-user deleting information accidentally (or otherwise!)

14. Offering Details: SharePoint Portal Server Archiving
How It Works:
Archive older versions of SharePoint Portal Server (SPS) documents (Note: requires SPS versioning)
Archived documents retrieved from an “Archived Versions” link or embedded search interface
Can handle SPS “pruning” to ensure all versions are archived
One EV server / multiple SPS servers
Benefits:
Integrated archiving, management, and search/usage of documents
Item-level restore for SPS docs
Enable legal discovery for SPS docs
Reduced storage costs and improved scalability of versioned SPS sites

15. Categorization and Filtering
Don’t archive spam
s to outside
s from legal
Rules (XML)
Filter on msg. properties Don’t archive, delete, … Place in category
External
Retain 3 years
Legal
Retain 7 years X
Categories (XML)
Define retention category Define indexed props. Define target archive
Enterprise Vault
Search
Search based upon categories and added properties

16. Categorization and Filtering
Plug-in content filters
Outlook categories
Custom client UI
Financial Plans
Retain 7 years
Legal
Store case #
Intellectual Property
Enterprise Vault

17. Categorization/Filtering: Example
Junk Deleted
External ExternalMail
Any other mail: InternalMail
Value
Archiving platform
Links to ECM/RM

18. Easier Deployments Easier to manage Easier to host Easier to scale
Common registry settings moved into Vault Administration Client
Auto-enablement during configuration
Retention Categories linked to EMC Centera Retention Classes
Easier to host
Granular policies (Organization Unit-level)
Security between “tenants”
Scriptable provisioning API (vaults, vault stores, etc.)
Easier to scale
Microsoft Operations Manager support
Automated index roll-over and improved search
Task-based service infrastructure

19. IBM DR550 Support EV Migrator API Enterprise Vault Value
Long-term data retention apps.
Low TCO
EV Migrator API
Enterprise Vault

20. And Long Term Migration to Tape
Value
Reduce TCO
Practical “ILM”
Leverage NBU infrastructure
EV Migrator API
NetBackup
Tertiary Storage
Disk or Tape
Enterprise Vault

21. EV 6 SDK: APIs Filter API (existing) Rules/categorization (new)
Archive APIs (enhanced)
Exchange
COM
FSA
SMTP
Search API (existing)
Provisioning API (new)
Enterprise Vault
Store/Retain/Expire
Index/Search/Future-Proof
View/Restore
Compress/Migrate
Audit/Administer
Categorization/Filtering
Archive
Store
Secondary
Store
Migrator API (new)

22. 2005-2006 Key Release Summary 1H05 2H05 1H06 2H06 EV 6 BETA (April)
PST “Sniffer”
SharePoint 2003 archiving
Categorization / filtering
Manageability enhancements
MOM 2000/2005 pack
Hosting functionality
Plasmon UDO (Pegasus) support
EV 6 SP1 (TBC: Sep)
Domino journaling
CA 6 (4Q05)
Web Farm support
Escalations
Reviewer notifications/reminders
Post-review research
Improved sampling accuracy
EV 7 (TBC: 2H06)
1H05 2H05 1H06 2H06
EV 6 GA (July)
Migration via NetBackup
SMTP capture
EV SDK
IBM DR550 support
E-learning training
CA 5.1 SP3 (July)
Performance enhancements
EV 6.1 (TBC: 4Q05/1Q06)
DA 6.1 (TBC)
All future release dates tentative and subject to change.

23. Where Are We Going?
Future direction

24. Apps DB Email IM Files Archiving Landscape In EV Separate
Supervision
Discovery
SPS Archiving
File System Archiving
In EV
Archiving
IM Archiving
Categor- ization
Separate
DB/App Archiving
Pre-Send Filtering
Archiving Landscape
Apps DB IM
Files

25. Information Management
In EV
Separate
Adjacent Spaces
Information Management
Records Mgmt.
Legal
Case Mgmt.
e- Discovery
Apps
SPS Archiving
DB/App Archiving DB
Discovery
Categor- ization
Archiving
Storage
Storage Hardware
Supervision
Security
Rights Mgmt.
Pre-Send Filtering
IM Archiving IM
Files
File System Archiving

26. Core Archiving Directions
Information Management
Records Mgmt.
Legal
Case Mgmt.
e- Discovery
Apps
SPS Archiving
DB/App Archiving DB
Future Directions
Exchange 12 support
Wireless device support
Deeper IM integration
Easier install, usability, admin.
Unified search / desktop search
Full Domino archiving
Enhanced host-ability
Enhanced reporting
Discovery
Categor- ization
Archiving
Storage
Storage Hardware
Supervision
Security
Rights Mgmt.
Pre-Send Filtering
IM Archiving IM
Files
File System Archiving

27. Information Management
Storage Directions
Information Management
Records Mgmt.
Legal
Case Mgmt.
e- Discovery
Apps
SPS Archiving
DB/App Archiving DB
Future Directions
Exchange 12 support
Wireless device support
Deeper IM integration
Easier install, usability, admin.
Unified search / desktop search
Full Domino archiving
Enhanced host-ability
Enhanced reporting
Discovery
Categor- ization
Archiving
Storage
Storage Hardware
Supervision
Security
Rights Mgmt.
Pre-Send Filtering
Future Directions
Improved backup, clustering, replication of EV
Additional storage platforms – STK, HDS, etc.
Enhanced migration to tape – BE, additional NBU work, TSM
FSA enhancements – Celerra, DFS, NFS-NetApp
IM Archiving IM
Files
File System Archiving

28. DMG: 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

29. DMG: Backup + Archiving
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
Phase I: Migrate data from disk archive to tape using NBU
Phase II: Retroactively archive data from tape
Phase III: Integrated console for managing data protection and archiving policies, integrated restore/recall/search
Library Archive
Migrate Archive To Tape Using Netbackup (6.0 – Mid-’05)
Disk Stage
Disk Archive
Mirror

30. Information Management
Legal Directions
Information Management
Records Mgmt.
Legal
Case Mgmt.
e- Discovery
Apps
SPS Archiving
Future Directions
“Lightweight” accelerators
Enhanced secondary discovery
Deeper integration with case management and e-discovery
DB/App Archiving DB
Future Directions
Exchange 12 support
Wireless device support
Deeper IM integration
Easier install, usability, admin.
Unified search / desktop search
Full Domino archiving
Enhanced reporting
Enhanced SIS model
Discovery
Categor- ization
Archiving
Storage
Storage Hardware
Supervision
Security
Rights Mgmt.
Pre-Send Filtering
Future Directions
Improved backup, clustering, replication of EV
Additional storage platforms – STK, HDS, etc.
Enhanced migration to tape – BE, additional NBU work, TSM
FSA enhancements – Celerra, DFS, NFS-NetApp
IM Archiving IM
Files
File System Archiving

31. Information Management Directions
Records Mgmt.
Legal
Case Mgmt.
e- Discovery
Future Directions
Improved RM functionality – litigation hold, improved Retention Category update and flexibility
Deeper ECM/RM integration
Content-based categorization
Filtering/categorization for more content sources beyond Exch.
Enhanced SharePoint support
Apps
SPS Archiving
Future Directions
“Lightweight” accelerators
Enhanced secondary discovery
Deeper integration with case management and e-discovery
CA percentage sampling for Domino and SMTP
DB/App Archiving DB
Future Directions
Exchange 12 support
Wireless device support
Deeper IM integration
Easier install, usability, admin.
Unified search / desktop search
Full Domino archiving
Enhanced reporting
Enhanced SIS model
Discovery
Categor- ization
Archiving
Storage
Storage Hardware
Supervision
Security
Rights Mgmt.
Pre-Send Filtering
Future Directions
Improved backup, clustering, replication of EV
Additional storage platforms – STK, HDS, etc.
Enhanced migration to tape – BE, additional NBU work, TSM
FSA enhancements – Celerra, DFS, NFS-NetApp
IM Archiving IM
Files
File System Archiving

32. Information Management
Security Directions
Information Management
Records Mgmt.
Legal
Case Mgmt.
e- Discovery
Future Directions
Improved RM functionality – litigation hold, improved Retention Category update and flexibility
Deeper ECM/RM integration
Content-based categorization
Filtering/categorization for more content sources beyond Exch.
Enhanced SharePoint support
Apps
SPS Archiving
Future Directions
“Lightweight” accelerators
Enhanced secondary discovery
Deeper integration with case management and e-discovery
CA percentage sampling for Domino and SMTP
DB/App Archiving DB
Future Directions
Exchange 12 support
Wireless device support
Deeper IM integration
Easier install, usability, admin.
Unified search / desktop search
Full Domino archiving
Enhanced reporting
Enhanced SIS model
Discovery
Categor- ization
Archiving
Storage
Storage Hardware
Supervision
Security
Rights Mgmt.
Pre-Send Filtering
Future Directions
Improved backup, clustering, replication of EV
Additional storage platforms – STK, HDS, etc.
Enhanced migration to tape – BE, additional NBU work, TSM
FSA enhancements – Celerra, DFS, NFS-NetApp
Future Directions
“Pre-send” review and quarantine integration
Integration with border / gateway content filtering / anti-spam
Encrypted archiving
Rights Management Server and other ERM support
Improved anti-virus integration
IM Archiving IM
Files
File System Archiving

33. SYMC: Email Security & Availability
Gateway spam and content filtering
Mail server anti-virus, anti-spam
archive
Internet
Microsoft Exchange
Intelligent decisions on spam archiving
Outbound “pre-send” quarantine
Scan archive for viruses
According to Gartner Group, more than 80% of all computer viruses enter a company’s network via .
Outbound content filtering and quarantine