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Orchestria Smart Tagging and Enterprise Vault

Orchestria Smart Tagging and Enterprise Vault. Jamie Clifton: Symantec David Miller: Orchestria Paul Johns: Orchestria. Need to archive…. Need Records Mgmt…. IM. Blackberry. Bloomberg. SAP. Need a hosted solution…. Need to classify or filter what gets archived….

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Orchestria Smart Tagging and Enterprise Vault

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  1. Orchestria Smart Tagging and Enterprise Vault Jamie Clifton: Symantec David Miller: Orchestria Paul Johns: Orchestria

  2. Need to archive… Need Records Mgmt… IM Blackberry Bloomberg SAP Need a hosted solution… Need to classify or filter what gets archived… Need to protect rights of documents being archived… Databases Building An Archiving Platform: EV Partners

  3. Intelligent Archiving • Intelligent Archiving has two key principles • Retain what you determine as important information • Be able to ‘discover’ this information more quickly • Intelligent Archiving is achieved by • Working with 3rd parties who determine the importance of content • Orchestria does this in a highly automated and accurate fashion • Intelligent Archiving benefits are • Reduced costs of storage – only storing what you need • Reduced Risks – able to locate content more rapidly

  4. MS Exchange Mailboxes, Journals Public Folders, PSTs MS SharePoint SPS and WSS MS LCS IM logging Lotus Domino Journals (SP1) SMTP Capture and archive Intelligent Archiving - Rules and Actions Sources Rules Actions (Orchestria) (EV) Define category Archive Do not Archive Archive Store Retention period Re-route to sender Queue Review Record Hold Confirm for release Deliver Discard 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 File Servers Windows, NetApp SDK

  5. Orchestria Smart Taggingtm

  6. Who is Orchestria? • Founded in 2000 • Offices across the U.S., U.K. and Canada • Customer base includes the world’s most respected and sophisticated financial institutions • Bloomberg’s compliance partner of choice • World’s recognized leading provider of Active Policy Management solutions

  7. Challenges our Customer’s face • Required to archive critical business communication but; • They don’t want to archive irrelevant content • Empowering users to make the decision as to what is important leads to errors • Its not just email, the same policy has to be applied to all electronic content • Required to make records available upon request but; • eDiscovery would be improved <faster> if content had better categorization and tagged structure • Legal support costs are considerable if firms manually categorize privileged, relevant, offending or irrelevant categories to support their litigation process • Sometimes we want to expire content on variables other than time (e.g. Personal content OR a completed legal ‘matter’)

  8. The Orchestria Product • Smart Tagging™ • Benefits to Symantec • Benefits to customer • Impact to flow of electronic communication from ‘creation to deletion’ • Beyond Smart Tagging • Real-Time Prevention™ • Intelligent Review

  9. Orchestria Smart Tagging • What is the Smart Tagging product • An accurate way to categorize all electronic communication before it reaches the archive • An approach within Active Policy Management designed to give users greater insight into what is in the archive • A way to enable better retrieval and selective retention of data. • What are the effect / value props to the end customer • You have reliably archived and retained important electronic content • Tagging content increases your understanding of the archived content • Able to drive retention by examining tags • eDiscovery is faster as you can search and refine by tags

  10. Joint Solution Overview MS Exchange Journal Orchestria Policy Engine • Examine content • Add tag Enterprise VaultFilter Point Enterprise Vault Storage Enterprise Vault Search • Tag determines: • Retention • Storage location ? Search via tag

  11. Orchestria & Enterprise Vault: Effective Policy Enforcement Detection Actions 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) Define category Archive Do not Archive Archive Store Retention period Re-route to sender Queue Review Record Confirm for release Deliver Modify Subject Line Notifications Add Metadata tag Enterprise Vault Orchestria

  12. Searching ‘tagged’ content Stored Content TAG=‘Email containing contract information’ TAG=‘Business email’ Discovery Accelerator can search only items with a specific ‘tag’ TAG=‘Personal email’

  13. Benefits of Smart Tagging • Added more intelligence to content held in Enterprise Vault • Items stored in ‘most appropriate’ store depending on its ‘value’ • Content far more rapidly discovered • Easily deployed – based on open API (Enterprise Vault journal) • Lowers the TCO of maintaining and manipulating archive • Tagging process requires no user intervention • eDiscovery far faster

  14. Understanding the Impact to the Archive Archive Impact Message Flow • Messages are categorized and retained for the appropriate amount of time • When responding to a request for documentation, quickly include or exclude messages in a particular category SMART TAGGING™

  15. The Complete Orchestria APM Solution (beyond Smart Tagging™) • E-mails can be analyzed at the server • Exchange or Domino • Inbound / Outbound / Internal • Tagging continues • Items may be blocked • Client side actions • Within Outlook or Notes • Inbound / Outbound / Internal • Stop bad things from happening • Users cannot send items that violate policy • Real-Time Prevention™ and Intelligent Review™

  16. The Complete Orchestria APM Solution (beyond Smart Tagging™) • Other than Smart Tagging, what can a policy do? A distribution list of internal recipients, Including an employee in Investment Banking Research Analyst in an Investment Bank Block New research report attached in an e-mail The message, attachments and record of the action taken are all captured for review

  17. Where to find more information • Orchestria has a Joint Solution Pack (JSP) posted • http://prod.veritas.com/Products/vnet?c=salesinfo2&refId=322&psId=11154 • This presentation will be posted also • Key Symantec Contacts • All Symantec Contact details in JSP • Louis Fiorillo – Business Development • Scott Witney – Product Management • Jamie Clifton – Product Marketing

  18. Thanks and Q&A

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