Records Management Update EV Product Management December 2005

1. Records Management UpdateEV Product ManagementDecember 2005

2. Agenda • What is content management, what is records management? • Customer and analysts feedback • Strategy • What EV provides today • What EV provides with partners • Sales tools • Questions

3. What is Content Management • Document management for check-in/checkout, version control, security and library services for business documents • Document capture and document imaging for capturing and managing paper documents • Document-centric collaboration for document sharing and supporting project teams • Workflow for supporting business processes and routing content, assigning work tasks and states, and creating audit trails • Web Content Management for automating the webmaster bottleneck, managing dynamic content and content authoring • Records management for legal or regulatory purposes, long-term archiving, and automation of retention and compliance policies, and disposition

4. ECM and the Content Lifecycle • EMC acquired Legato • OpenText acquired IXOS • FileNet OEMed from YaleTech • IBM, internally developed

5. Records Management Market

6. Feedback from Customers • Traditional Records Mgmt is difficult with email • Email volume makes central, manual classification difficult • 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 • 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

7. Feedback from Analysts Filenet Repository DCTM KVS

8. Enterprise Vault (email, files, documents) In-place Records Management 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 email, managed by EV. So I need… “In Place” Records Management Records Management Paper Records (e.g., contracts, statements, invoices) • Continue to capture and store emails in EV • Declare (based upon rules or by user) email 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… Policies • Consistent Records Retention and Disposition

9. EV Records Management Strategy Phase One Phase Two Partner With major ECM/RM ISVs Build platform API for in place records management Value prop to Partner - Assign ownership to DM, Archive DM content to EV Light-weight RM RM for the masses Build on what we have today to deliver Records Management Value prop to direct customers - SYMC delivers an integrated RM solution Microsoft Sharepoint Low Cost ECM. Departmental installed base is growing.

10. What does RM add over EV? • Defines corporate retention policy and schedules • Apply policies to physical and electronic objects • Contains workflow to approve deletion • Tracks movement of physical objects from store to store, bin to bin • Audit log of all interaction with object • Certified to DOD 5015.2 • Capture of email as records (EV) • Manages holds on objects for litigation or audit (EV) • Suspend expiration based on hold (EV) • Prepares objects for delivery to requestor (EV) • Delivers functionality over Billions of documents (EV)

11. How does EV support Records Management Today? • EV can enforce RM policies by classifying the email to a specific retention period based on the properties. Typically implemented against the journaled mailbox, without the end user involvement Rules-Driven Retention

12. How does EV support Records Management Today? • Engage the end-user in the record identification process by using EVPM to push record folders to the outlook client User-Driven Retention

13. How does EV support Records Management Today? • User-Driven Retention - EV supports inter-operation with the record folder, or file plan managed by the RM application directly using Outlook User-Driven Retention

14. ECM/RM Partner Status • Candidate Use Cases • Outlook integration - stub, no stub • EV as document repository • Search EV, federated or otherwise • DA to produce to DM • Engaged • Hummingbird - Spring 2006 • Stellent - Spring/Summer 2006 • Interwoven - Summer 2006 • MDY - Shipping • Discussions • DCTM • IBM • Oracle • Target • Filenet • Open Text

15. MS Exchange Mailboxes, Journals Public Folders, PSTs Mailbox Archive DM Store Integrated Search Records, Non-Records EV HB • Set RM store object • Set retention • Add profile tags • Manage references • Litigation hold-preserve in-place • Delete/purge • Security model Use Case - Outlook Integration - Hummingbird Example

16. Symantec Hummingbird Timing • Phase One - Spring 2006 • Act as Hummingbird Document Server • Integrated drag and drop, inherit retention, manage expiration • Select Vault Store, maintain security rules

17. Symantec Hummingbird Timing • Phase Two • Federated Search within Hummingbird • eDiscovery - output to Hummingbird Hummingbird

18. Customer Benefits - RM and EV Integration • Easy to use - RM Vendor and Enterprise Vault automates the storage and declaration of e-mail using Outlook • Reduce IT involvement in definition and creation of archive stores • Reduce training by centrally managing records, retention periods and expiration from a single application • Reduce IT involvement in the hold and preservation processes • Manages e-mail in compliance with the U.S. DoD 5015.2

19. Sales Resources • Product Marketing - Jamie_clifton@symantec.com • Go to market planning - Messaging, collateral, sales training • Joint Solution Packs - HB Datasheet, Battlecards, PPT and webinars <here> • http://prod.veritas.com/Products/vnet?c=salesinfo2&refId=322&psId=11154 • RFP collection - TBD • Business Development - Lou_fiorillo@symantec.com • Will be reaching out to sales to hear rep perspective • RM in an Email Archiving RFP - Which partner to bring in? • Incumbent RM Solution - How does EV integrate? • Product Management - Jscott_whitney@symantec.com • And of course, Nick_mehta@symantec.com

20. Next Steps • Deliver API • Engage ECM/RM providers • Build out go to market plan • Pricing • Publish short-term solution kits • Level of marketing support for partners • Deliver additional sales training • Recommendation for light-weight RM

21. Thank You

22. MS Exchange Mailboxes, Journals Public Folders, PSTs MS Exchange Mailboxes, Journals Public Folders, PSTs MS Outlook Mail categories MS SharePoint SPS and WSS MS LCS IM logging Lotus Domino Journals (SP1) SMTP Capture and archive Intelligent Archive - Rules and Actions Sources Rules Actions Define category Archive Do not Archive Archive Store Retention period Re-route to sender Queue Review Record Hold Confirm for release Deliver Discard Modify Subject Line Notifications Reject Relay Add Metadata tag Date and time Subject Content of body Content of attachment Size Recipient type (individual, active directory) Number of recipients Attachment size, type and number Message sender (To, Bcc, Cc) Message header Message routing (inbound, outbound, internal) Domain and IP address Hummingbird File Servers Windows, NetApp