Enterprise Vault Product Roadmap November 2005

Enterprise VaultProduct Roadmap

November 2005

2Symantec Confidential

Disclaimer

Material on roadmap is tentative and in some cases is pending engineering scoping

and feasibility. It is, as always, subject to change.

Material on roadmap is tentative and in some cases is pending engineering scoping

and feasibility. It is, as always, subject to change.


Agenda

Enterprise Vault Strategy

Enterprise Vault Directions

Enterprise Vault Summary Roadmap

Enterprise Vault Strategy


Email 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”

Our View On The Future


UnstructuredData Warehouse

Communication Archive

CollaborationArchive

MessageArchive

Email Archive

Exchange,Domino,

SMTP

IM, Bloomberg,Blackberry

Files, Blogs, SharePoint,

Document Mgmt.

Digital Fax,Voice Mail,

VoIP

All Unstructured Data

Expanding Scope Of Archive


AnalyticsPolicy

Monitoring & Enforcement

Intelligent Retention & Discovery

Regulatory Compliance

Mailbox Management

Keep Email Up And Running

Keep Email Because You

Have To

Keep Email By Policy And Find When Needed

Keep Bad EmailFrom Happening In The First Place

Keep Email And Mine As An Asset For The Business

Evolving Uses Of Archive

Enterprise Vault Directions


Enterprise Vault Today (EV 6 – GA 7/5/05)

Sources

MS ExchangeMailboxes, JournalsPublic Folders, PSTs

File ServersWindows, NetApp

SDKIM, Bloomberg, Fax,

DB, SAP, …

MS SharePointSPS and WSS

MS LCSIM logging

Lotus DominoJournals (SP1)

SMTPCapture and archive

Offline Vault Applications

Outlook / OWAShortcuts

SearchOutlook, Web, SP

Archive Explorer

Compliance AcceleratorMonitoring and

supervision

Discovery AcceleratorLegal discovery

Win. ExplorerPlaceholders

SDKApplication / Search

SDKIngest Filter

Secondary Archive

Primary Archive

Enterprise VaultStore/Retain/Expire

Index/Search/Future-ProofView/Restore

Compress/MigrateAudit/Administer

Categorization/Filtering

Archive

SDKData Migrator

Disk

Tape

WORM

Optical


Releases

4Q05 1Q06 2Q06 2H06

All future release dates tentative and subject to change.

EV 6.0 SP1 (Nov 2005)

EV 6.0 SP1 (Nov 2005)

CA 6.0 (Nov 2005)CA 6.0 (Nov 2005)

EV 6.0 SP2 (Dec 05/Jan 06)

EV 6.0 SP2 (Dec 05/Jan 06)

DA 6.0 (TENTATIVE:

2Q06)

DA 6.0 (TENTATIVE:

2Q06)

EV 7.0 (TENTATIVE:

4Q06)

EV 7.0 (TENTATIVE:

4Q06)

EV 6.0 SP3 (TENTATIVE:

2Q06)

EV 6.0 SP3 (TENTATIVE:

2Q06)


1. Continue to focus on Exchange archiving

• Install, deployment, administration, usability, supportability

2. Build an archiving platform

• Support broader archiving strategy – Domino, files, SharePoint, SMTP, etc.

3. Deliver most scalable storage and indexing

• Enable giant archives and retrievals

4. Build applications that mine the archive (regulations, business areas, …)

• Today this is compliance and discovery

5. Make archiving more intelligent through classification

• Support our customers’ Records Retention needs today

6. Deliver solution around Email Security and Availability

• Email Policy Management

Our Business Priorities


1. Focus On Exchange Archiving

Sources


Offline Vault Applications

Outlook / OWAShortcuts

SearchOutlook, Web, SP

Archive Explorer

Enterprise Vault

Policies on archiving, shortcuts, retention, migration, expiration

Scriptable command line (EVPM)Administration GUI (VAC)

Archive

NEW in EV 6: Delete, forward and

reply as normal

NEW in EV 6:Policies set per

Organizational Unit

NEW in EV 6:Monitor w/ Microsoft

Operations Mgr.

NEW in EV 6:Task model for

greater scalability

NEW in EV 6:Fewer registry

settings required

NEW in EV 6:PST Location,

Collection, Migration


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


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


2. Build An Archiving Platform

Sources



MS LCSIM logging



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

NEW from Microsoft: Native support for capturing Microsoft LCS IM streams and sending to Exchange mailbox for archiving / indexing

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

NEW in EV 6: Capture, archive and index SMTP messages; search and review through Archive Explorer, Compliance Accelerator or Discovery Accelerator


2. Build An Archiving Platform: New SDK in EV 6

Sources Applications


SDKIngest Filter

Secondary Archive

Primary Archive





Archive

SDKData Migrator

Disk

Tape

WORM

Optical

IMIM

DatabasesDatabases

SAPSAP

BloombergBloomberg



Value in mailbox archiving for Domino Address storage management challenges for Domino Support migrations (e.g., DominoExchange)

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


Potential Futures

Advanced tools to profile file system data E.g., Storage Exec

Additional data sources in Exchange 12 Unified Messaging (e.g., voicemail)

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


3. Deliver Most Scalable Storage and Indexing

Secondary Archive

Primary Archive


Index/Search/Future-ProofCompress/Migrate

Archive

SDKData Migrator

Disk

Tape

WORM

Optical

Any NTFS/CIFS Location

NEW in EV 6: Optical support via Pegasus Software

NEW in EV 6: Migration to tape

using NetBackup or TSM (SP1)

NEW in EV 6: StorageTEK

IntelliStore, IBM DR550



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


Information ExploitationDiscoveryItem Level RestoreLong Term

Information ExploitationDiscoveryItem Level RestoreLong Term

Information ProtectionRecoverySystem Level RestoreShort Term

Information ProtectionRecoverySystem Level RestoreShort Term

PrimarySystem

PrimaryStore

PrimaryStore

EnterpriseVault

SecondaryStore

SecondaryStore

TertiaryStore

TertiaryStore

BackupBackup

BackupBackup

ArchiveArchive

MigrateMigrate

O r c h e s t r a t i o nO r c h e s t r a t i o n

Futures: Data Orchestration


Library ArchiveLibrary Archive

Disk ArchiveDisk ArchiveDisk StageDisk Stage

VaultVault

TapeTape

MirrorMirror

Primary DataPrimary DataMigrate Archive To Tape Using

NetBackup(6.0)

Migrate Archive To Tape Using

NetBackup(6.0)

Integrated Backup/Archive Policy Mgmt &

Copy Mgmt.

Integrated Backup/Archive Policy Mgmt &

Copy Mgmt.

Optimize Backup Through

Archiving Of Static Data

Optimize Backup Through

Archiving Of Static Data

Build Archive Directly From

Existing Backup Tapes

Build Archive Directly From

Existing Backup Tapes

Archiving Process

Archiving Process

Backup ProcessBackup Process

Integrated User Restore/Recall

Interface

Integrated User Restore/Recall

Interface

Futures: Integrated Data Management


Potential Futures

Improved Single Instance Storage 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


4. Build Applications That Mine The Archive

Applications

Compliance AcceleratorMonitoring and

supervision

Discovery AcceleratorLegal discovery


Future Accelerators…


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


Potential Futures

Discovery 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 / “intelligent” review More sophisticated review criteria Exclusion filters (e.g., ignore following content) Reviewer notifications and reminders

Additional applications Email analytics – forwarded messages, life of an email, content flow within and

across enterprise, top consumers of resources Applications for HR, customer service, information security


5. Make Archiving More Intelligent Through Classification

Sources

SDKIngest Filter



Archive

NEW in EV 6:XML filter rules and content categories

NEW in EV 6:Third-party plug-ins

for classification



Traditional Records Mgmt. doesn’t work in email Email 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


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


Customers: Archive DM into EV





I’ve standardized on Enterprise Vault as my archiving platform so I need…

Storage Management for DM Compliance for DM

Integrated Search

Sources

Document Managment

• Archive to storage tiers

• SIS and compression

• Optimize backup/restore

• Retention management

• WORM storage integration

• Supervision and discovery

• Search from DM or from EV across everything




MS LCSIM logging




Vendor ABC Records Manager

Customers: EV Retention – In Place RM

I have a RM strategy using vendor ABC to manage my traditional records today…

Paper Records

(e.g., contracts, statements,

invoices)

etc…

“In Place” Records Management

But now many of my electronic “records” are in email, managed by EV. So I need…

Enterprise Vault

(email, files, documents)

Records Management

Lifecycle

• 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

Policies

• Consistent Records Retention and Disposition


Source: Gartner 2005

Challengers Leaders

Completeness of Vision

VisionariesNiche Players

Ability to

Execute

FrontBridge

As of May 2005

Proofpoint

MailFrontier

MessageLabsTumbleweed

CipherTrustIronPort

MX LogicCloudmark

Trend Micro

McAfee

MirapointBorderWareClearswift

SurfControlNetIQ

Symantec

Postini

SendmailBarracuda

Sophos

Challengers Leaders

Completeness of Vision

VisionariesNiche Players

Ability to

Execute

FrontBridge

As of May 2005

Proofpoint

MailFrontier

MessageLabsTumbleweed

CipherTrustIronPort

MX LogicCloudmark

Trend Micro

McAfee

MirapointBorderWareClearswift

SurfControlNetIQ

Symantec

Postini

SendmailBarracuda

Sophos

Magic Quadrant for E-Mail Security Boundary

6. Deliver Solution Around Email Security and Availability



Need more comprehensive approach to email management Large range of tools and vendors to manage

Complex to enforce consistency on security and availability

Archiving needs to work with email content security Email encryption

Enterprise Rights Management (e.g., Microsoft RMS)

Security at storage level for archiving becoming important Archive encryption


Inte

rnet

Vault Store

Archive

VERITAS NetBackup/BackupExecSymantec LiveState RecoveryVERITAS Storage FoundationVERITAS Storage Foundation HA (VCS)

Data Reduction

SMS 8160 Appliance

"Antispam Router"

Internal Email Protection

SMS for MS Exchange

SMS for Domino

Records Discovery and Retrieval

VERITAS EV Compliance Accelerator & Discovery Accelerator

RecordsRetention

VERITAS Enterprise Vault (EV)

Risk and Data Reduction

Symantec Mail Security

Software/Appliance/Hosted

Resilient Foundation

Microsoft ExchangeIBM Notes Domino

MTA

SMTP Traffic

Keep Email Running

Em

ail

Man

agem

ent

Manage Email Lifecycle

Keep Email Protected

SMS = Symantec Mail Security

Email Security and Availability

Enterprise Vault Roadmap Summary


Themes

4Q05 1Q06 2Q06 2H06


EV 6.0 SP1 (Nov 05)• Lotus Domino Journaling• Index Scalability• Double Byte Character Support• Enhanced Migration

EV 6.0 SP1 (Nov 05)• Lotus Domino Journaling• Index Scalability• Double Byte Character Support• Enhanced Migration

CA 6.0 (Nov 05)• Flexible Search• Faster Performance• Hosting• Improved Usability• Enhanced Sampling

CA 6.0 (Nov 05)• Flexible Search• Faster Performance• Hosting• Improved Usability• Enhanced Sampling

EV 6.0 SP2 (Dec 05/Jan 06)• Supportability• Global Deployment• FSA Scalability• RM Integration• Lotus Domino Enhancements

EV 6.0 SP2 (Dec 05/Jan 06)• Supportability• Global Deployment• FSA Scalability• RM Integration• Lotus Domino Enhancements

DA 6.0 (TENTATIVE: 2Q06)• Flexible Search• Faster Export• Automated Litigation Hold• Enhanced Reporting

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

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

EV 6.0 SP3 (TENTATIVE: 2Q06)• Automated Classification• Enterprise Scale Admin.• Unified Search• Advanced Reporting and Monitoring• Emerging UIs• MSCS, EMC Celerra, DFS, RMS

EV 6.0 SP3 (TENTATIVE: 2Q06)• Automated Classification• Enterprise Scale Admin.• Unified Search• Advanced Reporting and Monitoring• Emerging UIs• MSCS, EMC Celerra, DFS, RMS


Roadmap

4Q05 1Q06 2Q06 2H06


EV 6.0 SP1 (Nov 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


CA 6.0 (Nov 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


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


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 email 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


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



Roadmap

4Q05 1Q06 2Q06 2H06














EV 6.0 SP1 (Nov 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 SP1 (Nov 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


Roadmap

4Q05 1Q06 2Q06 2H06












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 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


Roadmap

4Q05 1Q06 2Q06 2H06










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

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


Roadmap

4Q05 1Q06 2Q06 2H06








CA 6.0 (Nov 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

CA 6.0 (Nov 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


Roadmap

4Q05 1Q06 2Q06 2H06






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

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


Roadmap

4Q05 1Q06 2Q06 2H06




EV 7.0 (TENTATIVE: 4Q06)• Exchange 12: More flexible journaling, integrated Records Management, enhanced email 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

EV 7.0 (TENTATIVE: 4Q06)• Exchange 12: More flexible journaling, integrated Records Management, enhanced email 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

Thank You!

Documents

Enterprise Vault Product Roadmap November 2005