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Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

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Page 1: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

Archiving Best Practices with Symantec Enterprise Vault 8.0

Lou Zeidman

Regional Sales Manager, Information Risk Management

Page 2: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

Agenda

Archiving Best Practices – Lessons Learned11

Archiving Process & Key Solution Needs22

What’s New in Symantec Enterprise Vault 8.033

3

Summary44

Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Page 3: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

Agenda

Archiving Best Practices – Lessons Learned11

Archiving Process & Key Solution Needs22

What’s New in Symantec Enterprise Vault 8.033

4

Summary44

Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Page 4: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

Best Practices – Starting Out

5Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Cost-justify around Storage and

PST/NSF migration

Educate differences vs. email, ECM and

E-Discovery

Don’t boil ocean on policies and leave legal hold

exposed

Page 5: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

Best Practices – Selecting

6Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Think long-term – change , growth &

performance

Consider manageability – security, admin &

reporting

Focus on content intelligence

Page 6: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

Best Practices – Keys To Success

7Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Think about scalability upfront

Protect like a Tier 1 application

Leverage Symantec &

Partner expertise

Page 7: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

Agenda

Archiving Best Practices – Lessons Learned11

Archiving Process & Key Solution Needs22

What’s New in Symantec Enterprise Vault 8.033

8

Summary44

Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Page 8: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

Key Information Issues

How Can I…

• Reduce storage costs?

• Improve email & file server performance?

• Manage unstructured information?

• Keep data readily accessible to end users?

•How do I simplify discovery?

• Reduce storage costs?

• Improve email & file server performance?

• Manage unstructured information?

• Keep data readily accessible to end users?

•How do I simplify discovery?

ManageIT Risk

MaximizeIT Performance

9Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Page 9: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

10

Symantec Enterprise Vault 8.0

• Flexible Policy-based Archiving Software – Resource management– Retention management– Discovery management

• #1 Intelligent Archiving Solution – Best Storage Footprint in Archiving – Seamless End User Experience – Secure foundation for archiving– Scalable architecture

• Proven Customer Success & Commitment– 9500+ customers and 16 MM+ users archived– Production customers archiving 5 MM+ messages/day– Deployments archiving 200K+ users

Page 10: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

How Enterprise Vault Works

11

• Transparent Access

• Search

• Discovery / Supervision

• Secure

• Rationalize

• Retain / Expire

• Future Proof

• Index

• Categorize

• Classify

Cheaper

EmailServerFile

Server

Faster More Reliable

EnterpriseVault

SharePointServer

Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Page 11: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

Enterprise Vault Archiving Platform

CLASSIFICATION

Legal

Info Sec.

HR

End Users

STORE

Migration

De-duplication

Compression

Transparency

12

SharePoint

IM Servers

Email Servers

File Servers

Legacy Databases

ECM

Desktops

MANAGE

Retention

Preservation

Expiree

Audit

Archive

DISCOVER

Export

Supervise

Search/Review

Analysis

12Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Page 12: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

Works with Your Existing Architecture

OPEN API’s

13

SharePoint

IM Servers

Email Servers

File Servers

Legacy Databases

ECM

Desktops

STORE

Open Storage

3rdParty Content

MANAGE

Open Classification

Open ECM

Encryption

DISCOVER

Open E-Discovery

Open Search

13Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Page 13: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

• Dynamic shortcuts

• Preview archived content

• Forward, reply, delete

• Archive, restore and search via toolbar/menus

• Option for client-less deployment (“Universal Shortcuts”)

• Support for Domino and Outlook Web Access

Seamless End-User Experience

14Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Page 14: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

Storage Reduction through PST/NSF Elimination

• Migrate PST/NSF into archive

– Even with mobile users

– Limited user action

Server Backup

15

Enterprise Vault

PC Backup

PC

Network Share

• Locate PST/NSF

– Network servers

– PCs

• Dispose of PST/NSF

– Delete, hide

– Compact

Transparent End-User Access

De-Dupe Across Email,

Attachments, SharePoint, etc.

Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Page 15: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

16

Intelligent Archiving for Files

File Blocking

• Create policies to prevent unwanted files and delete certain data types

• Notification of policy violation

• Ensures compliance with corporate policies

• Keeps questionable or unwanted files off storage resources

Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Page 16: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

17

Intelligent Archiving for Managing Unstructured Information

Intelligent Retention

Intelligent Classification

Intelligent Discovery & Monitoring

Automatic classification

User classification

ECM classification

How long shouldI keep this?

Where should I store this?

Intelligent Filtering

Delete non-relevant email before archiving

Search and review by category

Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Page 17: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

Export•Native Format

•Attorney Review•Coding Tools

Step 4.

Review•Role-based Workflow

•Analyses •Report & Audits

Step 3.

Collect & Preserve•Target Custodians

•Search•Apply Legal Hold

Step 2.

Archive•Centralized

•Apply Retention•Records Mgmt

Step 1.

18

How Archiving Helps with E-Discovery

Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Page 18: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

Export•Native Format

•Attorney Review•Coding Tools

Step 4.

Review•Role-based Workflow

•Analyses •Report & Audits

Step 3.

Collect & Preserve•Target Custodians

•Search•Apply Legal Hold

Step 2.

Archive•Centralized

•Apply Retention•Records Mgmt

Step 1.

19

Where Enterprise Vault Helps with E-Discovery

Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Open ECM Open E-DiscoveryOpenContent Collection Open Analytics

Page 19: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

Agenda

Archiving Best Practices – Lessons Learned11

Archiving Process & Key Solution Needs22

What’s New in Symantec Enterprise Vault 8.033

20

Summary44

Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Page 20: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

• Optimized Single Instance Storage• Fingerprinting of archived items• Store once and share across across all

archived information• Works with geographically dispersed archives

• Common storage model for the archive• One enterprise platform for all unstructured

information

Retain Efficiently

Intelligent Archiving

Benefit: Reduces the amount of storage required cutting server and storage capital and running costs

What’s New – Enterprise Vault 8.0

Advanced Storage Reduction

Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Page 21: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

• New analytics tools speed review (Guided Review)• Conversational view of email threads• Bulk message marking (rules based)• Search within search

• New higher productivity user interface• Lightweight client within browser• Quickly filter by sender, date, tags, category

etc• Similar to LiveMeeting console

• Self-service for lawyers, HR, security ops

Find Easily

Self-Service

Discovery

Benefit: Reduces cost and risk of legal discovery with powerful end-user, legal and administrator search

What’s New – Discovery Accelerator 8.0

Simplified E-discovery with Guided Review

Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Page 22: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

DA 8.0 – Home Screen

Company Confidential – For Internal Use Only

Page 23: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

• Mobile Search • Blackberry & Windows Mobile• Search & access archived information

• Vault Cache

• Synchronized offline vault access• Bandwidth optimized (uses BITS)

Retain Efficiently

Intelligent Archiving

Benefit: Access to archived items from familiar user interfaces like Outlook, Notes, or Windows Explorer

What’s New – Enterprise Vault 8.0

Seamless End User Experience

Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Page 24: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

• Simplified installation and configuration for SMB• Getting Started Configuration Wizard• Option to install known default settings• Uses known best practices

• Easy day-to-day administration• Age & Quota archiving in same policy• Common Tasks Dashboard• Exchange Managed Folder Support

Retain Efficiently

Intelligent Archiving

Benefit: Get EV up and running quickly and easily.

What’s New – Enterprise Vault 8.0

Simplified Install & Administration

Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Page 25: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

GSW “Teaser” Trailer…

Company Confidential – For Internal Use Only

Page 26: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management
Page 27: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

Agenda

Archiving Best Practices – Lessons Learned11

Archiving Process & Key Needs22

What’s New in Symantec Enterprise Vault 8.033

28

Summary44

Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Page 28: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

Summary

Value of Archiving …

• Reduced storage costs

• Improved email & file server performance

• Effectively managed unstructured information

• Enhanced data accessible to end users

• Simplified discovery

• Reduced storage costs

• Improved email & file server performance

• Effectively managed unstructured information

• Enhanced data accessible to end users

• Simplified discovery

ManageIT Risk

MaximizeIT Performance

29Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Page 29: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

30

&ANSWERS

QUESTIONS

Lou Zeidman

[email protected]

Page 30: Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

Thank You!

Copyright © 2008 Symantec Corporation. All rights reserved.  Symantec and the Symantec Logo are trademarks or registered trademarks of Symantec Corporation or its affiliates in the U.S. and other countries.  Other names may be trademarks of their respective owners.

This document is provided for informational purposes only and is not intended as advertising.  All warranties relating to the information in this document, either express or implied, are disclaimed to the maximum extent allowed by law.  The information in this document is subject to change without notice.