archiving email and documents

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Archiving Email and Documents

Raghu KodaliProduct Management & StrategyURM & UOA

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The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

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Agenda

• Background– Business problem– Email is focal point

• Product Details– Strategy & Architecture– Universal Online Archive– Email Archive Service

• Next steps

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Background

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The Business ProblemHistorical Content

Active Content

HistoricalContent

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Active Documents Active Emails Archived Documents Archived Emails

1M 21M 55M

1.3B

The Business ProblemA Quantitative Example

The Content Situation at

Active Content (30 Day Life) (1.5% of Total)

Historical Content (5 Year Life) (98.5% of Total)

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The Business ProblemHistorical Content Now Needs Real Management

Primary Drivers• eDiscovery and regulatory compliance demand content

retention and policy-driven lifecycles– SEC, NASD, SOx have specific retention requirements– FRCP Rule 26 formalizes ESI as evidence and stipulates

management—Fortune 500s average 125 law suits in progress

• eDiscovery also demands rapid content access– FRCP Rule 26 formalizes ESI delivery requirements

• Traditional drivers such as DR, IP protection, and controlling storage costs have not gone away

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• Growing size of email data

• Regulatory compliance and eDiscovery require retaining email records

• Market size of $207 million in 2006*– Increase of 42.8% from 2005

• Market growth to $1.0 billion by 2011• Largest volume (>7 Exabytes per year)and fastest growth• Numerous high-visibility corporate scandals involving emails:

1 in 4 companies have had email subpoenaed• Email archiving/retention a key element of records

management and e-discovery: in virtually every deal

The Business ProblemEmail is Focal Point

*New software licenses revenue Source : Gartner Magic Quadrant for Active Email Archiving - 2007

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Product Details

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= Repository Adapter Search, Archiving, & URM

Archiving and Oracle ECMPart of a Broader Strategy for Content Management

Active ContentActive ContentUniversal Content Mgmt.Active ContentActive Content

Universal Content Mgmt.

LegacyECM

LegacyECM

FileServers

FileServers

MicrosoftSharePointMicrosoftSharePoint

EmailArchives Email

Archives GenericAdapter

GenericAdapter

Lifecycle Management for Content Stores, Including Legacy SystemsUniversal Records Management

Lifecycle Management for Content Stores, Including Legacy SystemsUniversal Records Management

A

A

A A A A A

Secure Information Across and Beyond Management EnvironmentsSecure Information Across and Beyond Management EnvironmentsInformation Rights Management

Historical ContentHistorical ContentUniversal Online Archive

Historical ContentHistorical ContentUniversal Online Archive

A

Transactional ContentTransactional ContentImaging & Process Mgmt.

Transactional ContentTransactional ContentImaging & Process Mgmt.

A

Federated Enterprise SearchSecure Enterprise Search

Federated Enterprise SearchSecure Enterprise Search

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Product StrategyOverview

Deliver a solution for long-term management of massive volumes of historical information that is

•Universal: capable of managing all types of content•Highly scalable: permitting ingestion of millions of objects per day and management of billions of objects online•Live: providing flexible content organization and fast, easy content access

– facilitating e-discovery– providing ready access to corporate knowledge– replacing separate backup technologies

•Transparent: permitting continued, seamless user access to archived content•Proven: leveraging the Oracle Database, Fusion Middleware, and Content Management along with best-in-class partner technologies

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Product StrategyArchiving Architecture

Content Source

•Exchange•Notes•SharePoint•File Servers•Others

Content & Metadata

(Triggered by explicit or implicit user action

or policy-driven process)

Archive Services(Oracle and Partners)

Stubs

Storage Accessible To UOA

UOA Schema

High-Volume Import

Handler

Import Schema

Object ID’s

Content

SQL Descriptions of Links and Metadata

(e.g. Attributes, Folders,Permissions, Policies, etc.)

Content converted to LOBs or managed

in-place as BFiles

Text/Metadata Indices

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Universal Online ArchiveLeveraging Proven Archiving Infrastructure

Content Source

•Exchange•Notes•SharePoint•File Servers•Others

Content & Metadata



Archive Services(Oracle and Partners)

Stubs


UOA Schema

High-Volume Import

Handler

Import Schema

Object ID’s

Content




in-place as BFiles


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ImportSchema

Universal Online ArchiveLeveraging Proven Archiving Infrastructure

ContentLCM

URMHandler

Content DB Business Logic

Oracle DB Repository

CM SDK

Storage ManagementRepository Management

Content DB APIs, Services, and UIs

URMContent Sources

High-Volume Import Handlers

Classification Framework

Tiered Storage

Oracle and Partner Archive Services

Hig

h-V

olu

me

Imp

ort

En

gin

e

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Universal Online ArchiveScalability Proof Points

• Allstate Insurance– Over 500 million documents under management– Averaging 4-6 million new documents/week– Peak ingestion rates of 7 million documents per day

• La Caixa (Bank of Spain)– Achieving 3 million document/day rate– Expecting to eventually manage over 9 billion documents online

• OCLC (Online Computer Library Center)– Over 400 million documents online– Access rates as high as 1 million documents/day

• National Ignition Facility (LLNL)– World’s largest scientific archive– Burst rates of hundreds of Gbs per “shot”

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Email Archive ServiceLeveraging Proven Email Archiving (OEM Technology)

Content Source

•Exchange•Notes•Other Email Servers

Content & Metadata



Email Archiving

Stubs


UOA Schema

High-Volume Import

Handler

Import Schema

Object ID’s

Content




in-place as BFiles


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Email Archive Service Best-in-Class Email Archiving (OEM)

ZL Technologies• Capture from MS/Exchange and Lotus Notes• SMTP or journaling capture for use with other email systems• Distribution list expansion• De-duplication of both messages and attachments—true single-

instance storage• Full, partial, and attachment-only stubbing of messages• Email compliance post-review capabilities• Integrated email server disaster recovery• Email content classification• User declaration of archived email and archive search• Oracle-compatible, enterprise-scalable technology stack• Proven technology with industry’s largest implementations (UBS,

Wachovia, Morgan Keegan)

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Product Strategy What Makes It Different

• Complete:– One solution for all types of content– Best-in-class technologies for content capture– An integral component of a comprehensive ECM solution

• Integrated: – Provides both consolidated archiving and federated in-place

lifecycle and records management– A complete solution from a single vendor

• Open: – Based on standard products– Utilizes Oracle technology stack– Delivered on multiple platforms

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Demo

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Roadmap

UOA 10g (Available Q4 FY 2008)

• High Volume Import Engine• Content Lifecycle Manager • Generic Archive Interface Adapter• URM Adapter for UOA• Email Archiving

UOA 11gR1+ (next release) *

• Enhanced Content Lifecycle Manager and Storage Manager• Content Classification Framework• Additional language and platform support for email archiving• New Oracle and partner-based Archive Services for

– Oracle UCM– File Servers– SharePoint– Desktops

* Subject to change

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Next Steps