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Nick Wade

Nick Wade. Product Manager Enterprise Vault VERITAS Software. SMTP E-Mail & Enterprise Vault 6.0. E-Mail Capturing for Privacy, Records Management. GUIDING PRINCIPLES.

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Nick Wade

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  1. Nick Wade Product ManagerEnterprise VaultVERITAS Software

  2. SMTP E-Mail & Enterprise Vault 6.0 E-Mail Capturing for Privacy, Records Management

  3. GUIDING PRINCIPLES To enable capture of further sources of information into Enterprise Vault; and to build out Enterprise Vault as the only necessary archiving platform for our customers’ businesses

  4. Why? • Who quoted this? “VERITAS needs to continue to better support a single-archive approach as more clients look to implement mailbox management and compliance archiving.” - Gartner, April 2005

  5. Why? 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 Unstructured Data Lifecycle Management Value Message Lifecycle Management Beneficiary CxO End user Mail administrator IT manager Storage manager Legal or Compliance group Knowledge / Content Mgmt. group

  6. Outlook Web Access SharePoint 2003 EV 6.0: Now All Your Messaging And More… Clients Sources Apps Offline Vault Outlook Search ArchiveExplorer 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 Supervision SharePoint 2003 E-Discovery DominoJournaling Archive Store Secondary Store SMTP Capture Targets

  7. Outlook Web Access SharePoint 2003 EV 6.0: Tap Your Corporate Memory… Clients Sources Apps Offline Vault Outlook Search ArchiveExplorer 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 Supervision SharePoint 2003 E-Discovery DominoJournaling Archive Store Secondary Store SMTP Capture Targets

  8. Outlook Web Access SharePoint 2003 SDK EV 6.0: Platform Of Choice… Clients Sources Apps Offline Vault Outlook Search ArchiveExplorer 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 Supervision SharePoint 2003 E-Discovery DominoJournaling SDK Archive Store Secondary Store SMTP Capture Targets SDK SDK

  9. Terminology • SMTP E-mail • RFC 2822 formatted internet email • Passed between server MTAs • MTA = “Message Transfer Agent” • RFC 2822 • “Internet Message Format” • ASCII text formatted messages • Supersedes RFC 822 • RFC 2821 • “Simple Mail Transfer Protocol” • Event Sink • IIS SMTP service plug-in from Enterprise Vault • EML file • Windows format RFC 2822 message on disk queue

  10. Minimum Required Versions • VERITAS Enterprise Vault 6.0 GA • Available now – release July 5th 2005 • Windows platforms ONLY • Customer SMTP infrastructure may be UNIX etc • Suitable Archive Tier Storage • Normal considerations per business need • DAS, NAS, CAS, Compliance Platforms* • Possible Windows SMTP Server • Throughput rates; needs measurement * Likely target for journaling e-mail records

  11. Internet Must: forward emails to EV SMTP mail receiver sink SearchAnalyseeDiscoveryDisclose SMTPCapture Optional: SMTP server dedicatedto capture email (P+1000 seats) MS IIS + Event Sink File System Archiving SMTP Capture SMTP Source Enterprise Vault

  12. html +audit MS IIS + Event Sink File System Archiving SMTP Archiving: Value SMTP Source • Recognize SMTP/MIME • Capture via mail receiver • Archive via FSA • Index & Compress • > Search via • Archive Explorer • Discovery Accel. • Compliance Accel. Use Cases • B2C, B2B comms • AV or AS emails • Content Policies • “Cheap” RM Enterprise Vault

  13. html +audit MS IIS + Event Sink File System Archiving SMTP Archiving: The Sell Target SMTP Source • Enforce retention • Indexing / Search • eDiscovery • Supervision • Recognize SMTP/MIME • Capture via mail receiver • Archive via FSA • Index & Compress • > Search via • Archive Explorer • Discovery Accel. • Compliance Accel. Avoid Enterprise Vault • Mailbox Archiving • DL expansion req’s • Large scale installs • Install on relay MTA

  14. Internet Technical: SMTP Capture SMTP Apps MTA Email ‘Selection’ Search viaArchive Explorer Discovery Accel. Compliance Accel. SMTPRFC2821 Enterprise VaultServer IIS:SMTP newIIS Event Sink existing NTFS, CAS, etc Conversion & Indexing EV Storage html +audit

  15. Optional: mailboxfolders auto-createarchive pointsStructured Archive Checksum in filename – later verification of unaltered email Technical: SMTP Archiving SMTPRFC2821 Enterprise VaultServer IIS:SMTP newIIS Event Sink SMTPdomain.com | mailbox | year | month | day…email1.eml Disk QueueMechanism Optional: no mailboxfolders for one domain ‘catch-all’Flat Archive File System Archiving existing NTFS, CAS, etc Conversion & Indexing EV Storage

  16. Storage & Indexing • Format • Full-fidelity: new MIME awareness for content • Each e-mail held individually • NOTE: No attachment SIS currently • Transactional / Safety Copy Archiving • CRC of email as part of filename • Later validation of email could be run (future) • Can obey Vault Store setting • Requires large enough disk queue area for archive sched. • ‘Out of space’ errors result in an error logged

  17. Storage & Indexing • Intelligent content indexing • Attributes (MIME) • Recipients, Subject, Timestamps, Conversations • Attachments (~220 types) • Schema Compatibility • Existing search applications oriented around Exchange ‘just work’

  18. Customers to Target • SMTP Mar-com environment • B2B or B2C communications • Compliance or Privacy need to retain • Border Gateway traffic capture • AV or AS emails • Privacy (public sector) • Compliance (financials) • Simple Records Management • BCC important messages to a “journal” Vault • 3rd Party Applications entering data into Vault • App can simply “email to the Vault” (e.g. IM capture)

  19. Customers to Avoid • Mailbox Archiving • Mailbox Storage not addressed (POP/IMAP servers) • Future roadmap research • Compliance value proposition • DList Expansion requirements • Possible future research • Very large scale requirements • Don’t address 100K seats early on • Installs on relay servers • EV Receiver Event Sink ‘consumes’ all emails

  20. PS Requirements • Know basic terminology • Refer to this slidedeck / FAQ document • Know basic systems • Refer to Deployment and Operations Guide, Windows Server 2003 Techcenter (resources) • Refer to other available resource material • Training – consider training • Internal?

  21. PS Requirements • Know our solution • Attend the TOI training • Refer to this slidedeck / FAQ document • Refer back to TOI material (resources) • Overview, Functional Spec, Demonstrations etc • EV Support – also learning phase • Develop workable deployment models

  22. Resources • RFC 2822 • http://www.faqs.org/rfcs/rfc2822.html • RFC 2821 • http://www.faqs.org/rfcs/rfc2821.html • Other RFCs (2045 – 2049) • http://www.faqs.org/rfcs/ • SMTP Event Sinks & Development reading (technical) • http://msdn.microsoft.com/library/en-us/dnanchor/html/smtpserver.asp

  23. Resources • MS IIS 6.0 Deployment Guide • MS IIS 6.0 Operations Guide • http://www.microsoft.com/technet/prodtechnol/WindowsServer2003/Library/IIS/ • Engineering TOI Material • \\gpkdat04\r&d\Training\New Features training\V6\SMTP Archiving

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