Archiving Email and Documents

1
Archiving Email and Documents

• Raghu Kodali
• Product Management Strategy
• URM UOA

2
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
Oracles products remains at the sole discretion
of Oracle.
3
Agenda

• Background
• Business problem
• Email is focal point
• Product Details
• Strategy Architecture
• Universal Online Archive
• Email Archive Service
• Next steps

4
Background
5
The Business ProblemHistorical Content
6
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Historical Content (5 Year Life) (98.5 of Total)
7
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 managementFortune 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

8
The Business ProblemEmail is Focal Point

• 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 (gt7 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

New software licenses revenue
Source Gartner Magic Quadrant for Active Email
Archiving - 2007
9
Product Details
10
Archiving and Oracle ECMPart of a Broader
Strategy for Content Management
Secure Information Across and Beyond Management
EnvironmentsInformation Rights Management
Federated Enterprise SearchSecure Enterprise
Search
Lifecycle Management for Content Stores,
Including Legacy SystemsUniversal Records
Management
A
A
A
A
A
LegacyECM
FileServers
MicrosoftSharePoint
EmailArchives
GenericAdapter
A
A
A
Active ContentUniversal Content Mgmt.
Historical ContentUniversal Online Archive
Transactional ContentImaging Process Mgmt.
Repository Adapter Search, Archiving, URM
A
11
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

12
Product StrategyArchiving Architecture
SQL Descriptions of Links and Metadata(e.g.
Attributes, Folders,Permissions, Policies, etc.)
Import Schema Import Schema Import Schema Import Schema Import Schema






Content Metadata (Triggered by explicit or
implicit user actionor policy-driven process)
Text/Metadata Indices
High-Volume Import Handler
Stubs
Object IDs
Content

• Content Source
• Exchange
• Notes
• SharePoint
• File Servers
• Others

Archive Services (Oracle and Partners)
Content converted to LOBs or managed in-place as
BFiles
UOA Schema UOA Schema UOA Schema UOA Schema UOA Schema






Storage Accessible To UOA
13
Universal Online ArchiveLeveraging Proven
Archiving Infrastructure
SQL Descriptions of Links and Metadata(e.g.
Attributes, Folders,Permissions, Policies, etc.)
Import Schema Import Schema Import Schema Import Schema Import Schema






Content Metadata (Triggered by explicit or
implicit user actionor policy-driven process)
Text/Metadata Indices
High-Volume Import Handler
Stubs
Object IDs
Content

• Content Source
• Exchange
• Notes
• SharePoint
• File Servers
• Others

Archive Services (Oracle and Partners)
Content converted to LOBs or managed in-place as
BFiles
UOA Schema UOA Schema UOA Schema UOA Schema UOA Schema






Storage Accessible To UOA
14
Universal Online ArchiveLeveraging Proven
Archiving Infrastructure
Content Sources
URM
Oracle and Partner Archive Services
URMHandler
Content DB APIs, Services, and UIs
High-Volume Import Handlers
ContentLCM
Classification Framework
CM SDK
Storage Management
Repository Management
ImportSchema
Tiered Storage
Oracle DB Repository
15
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)
• Worlds largest scientific archive
• Burst rates of hundreds of Gbs per shot

16
Email Archive ServiceLeveraging Proven Email
Archiving (OEM Technology)
SQL Descriptions of Links and Metadata(e.g.
Attributes, Folders,Permissions, Policies, etc.)
Import Schema Import Schema Import Schema Import Schema Import Schema






Content Metadata (Triggered by explicit or
implicit user actionor policy-driven process)
Text/Metadata Indices
High-Volume Import Handler
Stubs
Object IDs
Content

• Content Source
• Exchange
• Notes
• Other Email Servers

Email Archiving
Content converted to LOBs or managed in-place as
BFiles
UOA Schema UOA Schema UOA Schema UOA Schema UOA Schema






Storage Accessible To UOA
17
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
  attachmentstrue 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 industrys largest
  implementations (UBS, Wachovia, Morgan Keegan)

18
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

19
Demo
20
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
21
Next Steps

• Subscribe to the Content Management
  Newsletterwww.oracle.com/newsletters

22
(No Transcript)
23
(No Transcript)
24
(No Transcript)