IBM Information Archive

1. IBM Information Archive

2. Agenda • Understand the benefits of archiving information • Describe the IBM Information Archive • Explain Information Archive’s key features and benefits • Articulate the customer values Information Archive delivers • Explain how the Information Archive can extend the value of other IBM offerings • Understand the importance of the ISV Ecosystem planned for the IBM Information Archive

3. Archiving Reduces the Costs of Storing Data • Migrating inactive data to lower cost storage frees up primary storage • Storing inactive data on lower cost storage saves money High Duty Low Duty Cycle Cycle Active data Inactive Data Active Data • According to IDC, 40% of fixed content is active or frequently accessed • According to Forrester Research 85% of production data is inactive • 68% not accessed in last 90 days Inactivedata $ / GB Archive Disk Online Tape Production Disk 5 Years 20 Years 1 Year 3 Years Retention Systems Source: various research data Source: SNIA/Source Consulting

4. Backups can be completed within the allotted time, avoiding impacts to application availability Removing inactive data from primary storage enables faster backups and quicker restores Removing inactive data from primary storage helps improve application performance Adding data reduction techniques can further reduce the amount of data archived Archiving Provides Operational Benefits Application Performance Efficiencies Supply Chain/ERP Financial Management Human Resources Call Center/CRM

5. Archiving Reduces Business Risks $1.5 millionThe average cost to defend a corporate lawsuit per case (Gartner, 2006) • Manage the legal, regulatory and business risks associated with information • Retain, protect and secure business critical information • Adhere to internal records management policies • Reduce the costs of e-discovery and litigation • Index, search and retrieve business records with accuracy and efficiency • Ensure the records are unaltered and undeleted The average e-discovery request can cost from $150K to $250K Sources: CIO Magazine survey 2007; IBM Tivoli Market needs and profiling study 2005;

6. TSM Client Content Collector FileNet Optim Content Manager FileNet P8 IBM Archiving Solutions - TODAY Content Generating Applications ArchivingApplication IBM Enterprise Archive Services Content Repository Storage Repository Tape DR550 N series w/SnapLock Disk

7. TSM Client Content Collector FileNet Optim Content Manager FileNet P8 IBM Archiving Solutions - 4Q 2009 Content Generating Applications ArchivingApplication IBM Enterprise Archive Services Content Repository Storage Repository Tape Information Archive

8. IBM Information Archive Objectives • Simple-to-use, easy to implement • Support standard file interfaces into the system • Provide efficient index / search on data and metadata • Support existing retention policies or enable admins to set • Eliminate complex installation and configuration • Scale storage capacity and / or performance easily • Incorporate current DR550 Capabilities

9. IBM Information Archive • The Next Generation Information Retention Solution • A universal storage repository for all types of content • Structured (database) and unstructured (files, email, images, docs) • A robust, scalable, secure information retention solution. • An fully integrated hardware and software solution • Addresses complete information retention needs of mid size and enterprise clients • Business, legal, or regulatory

10. IBM Information Archive: More Details • Scales capacity up to 304 TB – will grow • Provides protected storage for data integrity and authenticity • Both WORM & NENR data retention • Provides three information collections per IA • Provides multiple protection levels for flexibility • Stores information via multiple access methods: • System Storage Archive Manager (SSAM) interface • Industry-standard interfaces (NFS, CIFS *, FTP *, HTTP *) • Also part of a cross-brand email archiving bundle * Future Releases

11. SSAM NAS NAS Disk Disk Disk Collection 3 Collection 2 Collection 1 IBM Information Archive Concept Admin GUI Admin GUI Applications LAN One Namespace SSAM SSAM NAS NAS NAS NAS Disk Disk Disk Disk Disk Disk Collection 3 Collection 3 Collection 2 Collection 2 Collection 1 Collection 1 Clustered Clustered Clustered Clustered IBM Information Archive Tape or other devices Tape or other devices

12. IBM Information Archive Features

13. IBM Information Archive: Customer Value • Reduces Cost • Reduced TCO with archive pools combining disk and tape • Reduces the need for primary storage by moving information to lower cost tiers • Enables non-disruptive migration to future technologies to maintain access to information • Improves Productivity/Efficiency • Industry standard interfaces and protocols provides easy access archiving • No custom APIs required • Installs and configures quickly to achieve a quick time-to-value • Single user interface and RAS footprint simplify managing archived information • Reduces Risks • Enables businesses to meet the industry’s most stringent regulations • Provides a compliant storage repository (WORM, NENR, encryption) • New patent-pending tamper proof technology increases protection

14. Information Archive Improvements over DR550

15. IBM Information Archive: Why Care? • Archiving is a large, fast growing market – if we don’t sell it, our competition will • IDC WW Archiving SW forecast through 2013 – 13% CGR • GMV WW Archiving HW forecast through 2102 – 28% CGR • Every customer needs an archiving solution • Proposing dual compensation (HW & SW) for 1H 2010 to help motivate selling • Storage capacity upgrades create an annuity stream • Helps to block competition from your accounts

16. IBM Information Archive – Cross Brand Solutions • Joint development project with Tivoli and STG • Tivoli Lab Services developing implementation services • We expect further examples of solutions, like . . . • Tivoli Appliance Solutions, IBM CloudBurst • Working with ECM, Tivoli and STG to develop a sales model that motivates cross brand selling • Developing an Email Archive bundle with ECM, Tivoli and STG • Combines ECM email archive SW stack with Information Archive • Target launch with Information Archive

17. IBM Information Archive “ISV Ecosystem” IBM PartnerWorld • ISVs join via IBM PartnerWorld • Worldwide program • Software Catalog Access to IBM software for testing, demonstrations and certification • ISV solution certified with IBM Information Archive • IBM and ISV work together to ensure our products work together • Ready for Tivoli Logo issued to ISV partner upon certification • ISV solution published in IBM Tivoli Open Process Automation Library (OPAL)

18. Summary • IBM Information Archive will provide unique opportunities to sell into a fast-growing market • IBM Information Archive addresses key customer requirements in this space • Consumability and quick time-to-value • Provides a compliant storage repository (WORM, NENR) • Use standard interfaces & protocols to reduce their investments in information retention • IBM Information Archive announces Oct 20, 2009 – GA is Nov 20, 2009

19. IBM Information Archive: Need more information? • Archive Sales Solution Leaders • Jeff Barber STG Sales Leader • Laura Guio Tivoli Sales Leader • GTS Global Storage Services • Sergei Varbanov Global Services Archive Services • Michael Griese WW Technical Support Manager • Archive Solutions Marketing Managers • Vanessa Vera DR550/IA Marketing Manager • John Foley Jr TSM and IA Marketing Manager • Funda Eceral Archive Sols Marketing Manager • Archive Solutions Product Managers • Roger Wofford Information Archive Product Manager (Tivoli) • Manuel Avalos Vega DR550, GAM and IA Product Manager (STG) • Archive Solutions Technical Contacts • Nils Haustein IA/Archive Sols ATS lead for Europe • Will Witten IA /Archive Sols ATS Lead for Americas • Tricia Jiang Technical Evangelist

20. Additional Information

21.     Archiving vs Backup  Production Data Backup System Archive Repository • Understandyour data and classify it (data rationalization). • Know what you have, its’ value, take action: delete, tier, archive. • Index, Archive, Retainvaluable and required information. • Reduce production data volume, improve system performance and efficiencies, secure data for compliance support, lower costs. • Backupproduction data. • Reduce resources needed and costs for backup/recovery. • Search and Retrieve from archive and Recoverfrom backup. • Utilize appropriate techniques for effectiveness and efficiencies.

22. IBM IA Collections • Set of fixed-content documents managed together in same policy domain • Each collection uses one of the defined interfaces (NFS, CIFS, HTTP, SSAM/TSM, etc.) • R1 supports up to three collections per IA appliance • Compliant or non-compliant modes • High availability through asynchronous replication to a second IA • Supports time-based and event-based retention – and retention holds • NAS Collection -- Archiving applications that use standard NAS protocols • Clustered NFS, HTTP & NetApp SnaplockTM compatibility (R1) • Clustered CIFS (R2.0) • Can store document metadata and policy information using XML files • DR550 Collection – uses SSAM 6.1 vs SSAM v5.5, but otherwise same as existing DR550 • Higher scalability in number of objects

23. ECM Sales Resources • Key IBM ECM Sales SAP Contacts • Jerry Bower/Costa Mesa, Offering Manager • Patrick Chesnot/Costa Mesa, Product Manager • Mike Egan/Chicago, ECM Lab Services • Pete Stryjewski/Columbus, EMC Lab Services EMEA • Doug Coombs, David Gillespie, UK • Dirk Jahn, Thomas Schrenk, Michael Kirschner, Germany • Giorgio Amselmi, Italy APAC • Jason Y.S. Ho, Anthony Ng, Singapore

24. IBM System Storage DR550 • A purpose built, information archive for long term data retention and protection • Policy-based, non-erasable, non-rewriteable disk storage • Industry leading IBM advanced technology • Automatic policy-based tiered storage management • Data encryption – In flight and at rest • IBM dual processor Power5 technology for high performance (benchmarked at over 3x competition) • IBM SATA disk technology for low cost • Enablement of secondary storage, i.e. WORM Tape (optional) supporting very low TCO • Simple Network Management Protocol (SNMP) Monitoring – proactive system problem prevention and correction • High speed 10/100/1000 Ethernet connectivity • Disaster recovery options with synchronous and asynchronous replication • Deemed compliant with SEC 17a-4 by independent consultants

25. IBM Information Infrastructure for Information ComplianceIBM System Storage™ DR550 V4.6 33% more disk capacity • Client value • Improves performance in large environments, due to larger disks • Reduces TCO and power consumption up to 50% with blended disk and tape option, compared to all-disk configurations • Reasons to buy: • New 1TB drives adds 33% more disk capacity than previous drives • IPv6 support on single node configurations expands network address space to 128 bits and eliminates the network address translation (NAT) role Information Compliance DR550 Model DR1 DR550 Model DR2 http://www-03.ibm.com/systems/storage/disk/dr

26. DB2 SQL Server DR550 Solution Architecture Examples • Three critical components required to build a “Retention Managed Data” solution • Business application • Content management application • Retention device – policy based non-erasable non-rewritable Business application Content management application Retention device Document files E-mail IBM DB2 Content Manager Optim 6.2 Enterprise Vault IBM DB2 CommonStore … and others IBM System Storage DR550

27. DR550 Information Retention Solutions • Examples of DR550 solutions include many IBM and non-IBM solutions: • Retention: DR550 + IBM Content Manager • Exchange Archiving: DR550 + IBM Content Manager + IBM CommonStore Exchange • Exchange Archiving: DR550 + Symantec Enterprise Vault • Exchange Archiving: DR550 + Zantaz EAS • Domino Archiving: DR550 + IBM Content Manager + IBM CommonStore Domino • Domino Archiving: DR550 + Zantaz EAS • SAP Archiving: DR550 + IBM Content Manager + IBM CommonStore SAP • SAP Archiving: DR550 + EasySoftware Easy Enterprise x • Optical Replacement: DR550 + IBM Content Manager for iSeries + MBS Technologies StorageView Connector for CM/i • Database Archiving (Oracle, DB2, PeopleSoft, Siebel): DR550 + Princeton Softech Optim • Image Archiving: DR550 + FileNet Image Manager • NFS/CIFS/FTP Gateway: DR550 + Triade TriFSG Gateway

28. Application Support for IBM DR550 • AXS-One • BrainTribe (Formerly Comprendium) • CaminoSoft • Ceyoniq • D.velop AG • Easy Software • Heilig & Schubert (H&S) • FileNet • Hummingbird • Hyland Software (OnBase) • Hyperwave • IRIS Software (Documentum Connector) • MBS Technologies • (iSeries Connector for IBM CM V5) • OpenText (formerly IXOS) • Princeton Softech Optim 6.2 • for PeopleSoft; Siebel; Oracle • Saperion • SER Solutions • TRIADE (NFS/CIFS/FTP Gateway) • Veritas Enterprise Vault (formerly KVS) • Waters (Creon Labs, NuGenesis) • Windream • Zantaz • IBM DB2 CM for Multiplatforms • IBM DB2 CM for zOS • IBM DB2 CM On Demand for Multiplatforms • IBM DB2 CM On Demand for zOS • IBM CommonStore for Exchange Server • IBM CommonStore for Lotus Domino • IBM CommonStore for SAP • IBM CM for Message Monitoring and Retention • With iLumin • BRMS iOS (also via IFS to BRMS)

29. Key DR550 Differentiators • Event-based retention management • Policy-based automatic expiration/deletion of data • Policy-based reuse of storage • Tiered storage management to multiple tiers of less expensive storage – Can significantly reduce TCO using disk & WORM tape combination • Off-site (vault) protection of the data • Media Migration – When replacing old media with new • Data Encryption – for enhanced security • Very High Performance with IBM Power5 technology • Very Competitive Price on base models • Integration of different technologies with our storage pool hierarchy • Access and authentication control • Enterprise class availability, reliability, scalability

30. References • Large UK Bank – IBM Content Manager on Demand • Depository Trust – IBM Content Manager • Porsche (Automotive) – Ceyoniq • IBM Customer Support Organization – IBM Content Manager • Hudson Valley Credit Union – Hyland • Boehringer (Pharmaceutical) – Documentum • Large US-based Financial Services Company – IBM Content Mgr • Large Semi-conductor company – IBM CommonStore for SAP • Leading Logistics provider – d.velop document mgmt software

31. DR550 Competition

32. Strengths of EMC Centera • Allows Single Instance Storage • One and the same object is stored only once • In-band data deduplication • Scalable based on RAIN Architecture • Storage is added via storage nodes (disk only) • Performance scales with access nodes (Ethernet connectivity) • Supports Active-Active Mirroring relation between nodes • Includes Outboard Search capabilities in Centera • Allows to search for Content • Established and recognized Product in the market • Many customer references available, many ISV support EMC Centera API • CAS architecture is a marketing advantage • Content Address can be used to validate content authenticy • Clever idea, but not required by regulations *Based on preliminary findings of internal IBM projections.

33. Weakness of EMC Centera • Does not offer Tiered Storage or alterative storage technologies • Higher TCO, especially for longer term archiving • Less flexibility for migration to other storage technologies • Data protection only through additional disk • Content Mirroring is not synchronous • No backup of data to less expensive storage media • Sticky Technology • Replacement of MD-5 hash requires application to read all data • Known Performance Issues • According to non-disclosed sources and ISVs • Partially caused by RAIN Architecture (CAS and Centera Network) • No data encryption included *Based on preliminary findings of internal IBM projections.

34. Key Strengths for IBM DR550 • DR550 allows for lower Total Cost of Ownership for long retention times • DR550 supports true tiered storage (disk, optical, tape) • With removable media storage DR550 is more energy-efficient • With Centera data is kept on disk for long archival period, less energy efficient • DR550 includes Data Migration Functions • Centera is disk centric, migration just from disk to disk • DR550 is not a sticky Technology • DR550 leverages industry-leading technology such as TSM • Centeras’ CAS implementation is sticky • DR550 provides flexible options for Data Protection • DR550 provides synchronous mirroring or backup to tape • Centera requires disk and even more disk • DR550 has leading Archival – Retrieval Performance • Get real numbers from EMC Centera and compare it to DR550 • DR550 includes Data Encryption Techniques • On disk via API encryption, On tape via Tape encryption

35. Performance Comparison DR550 Testing • 5 Zantaz EAS servers archiving 4 Exchange Server • 2 x 1-Gbit Ethernet Interfaces • DR550 with 7 TB single node NetApp and EMC Centera Testing • 8 Enterprise Vault Servers archiving 8 Exchange Servers • 4 x 1-Gbit Ethernet Interfaces • NetApp FAS3050 and R200 • EMC Centera G4 with 4 Access Nodes and 12 Storage Nodes using CPM ESG Lab Review™, May 2007 http://www-03.ibm.com/systems/storage/disk/dr/pdf/esg_lab_review03072007.pdf Source: Test Report from Veritest, July 2006 “Network Appliance™ FAS3050, R200, and EMC Centera G4 Performance Comparison”

36. DR550 Competitive Attack Points