EMC Documentum Enterprise Content Management Overview # 2 Improving Service Delivery while Reducing Time, Cost and Risk Jason Smith Sr. Account Manager EMC Content Management and Archiving Rob Silverberg Regional Services Director, Western Region EMC Content Management and Archiving 1
Content Information Challenges Managing growth Dramatic growth of information Increased infrastructure complexity THE INFORMATION WORLD Managing risk Protecting against information loss Securing against unauthorized access Complying with legal and corporate mandates Managing effectiveness Reducing capital and operational costs Improving flexibility and responsiveness Delivering service levels demanded by the business IDC report – by 2011: 1.773 zetabytes, ~60% CAGR 70% created by individuals 85% managed by organizations Creating new value Leveraging information in new ways Using infrastructure to drive the business Source: IDC White Paper, "The Diverse and Exploding Digital Universe," Sponsored by EMC, March 2008 © Copyright 2008 EMC Corporation. All rights reserved. 2
EMC Enterprise Content Management Solution A common set of services for collecting, classifying, retaining, migrating, securing and discovering all types of information Rich Media Email / IM Images File Systems Repositories SharePoint Web Paper Applications & Reports Authenticity Completeness Integrity Retention Official Copy Accessibility Recovery Audit Classify Retain Migrate Discover Enterprise Archive Reuse Administer IRM Protect
Full Lifecycle Management with Documentum ECM Create / Capture Process/Manage Deliver / Archive BPM and Workflow Security and Audit trails Versioning Library Services Index and Search Lifecycles Renditions and Transformations Virtual Documents Native support for XML Office Applications (MS Word) Email CD-Rom Fax Print Portals Wireless XML Applications Enterprise Applications Layout and Design Applications Archival, Retention and Storage Scanned Images EForms Documentum ECM Repository-Platform Computer-Generated Documents (Reports)
Content Management with Pervasive Access MULTIPLE CLIENT ACCESS POINTS RICH SET OF CONTENT SERVICES Basic Content Services Business Process Management Content Capture Information Rights Management Email Ingestion Web Publishing Security & Rights Management eDiscovery Document Image Management Automatic Information Classification Compound Document Management Life-cycle Management Unified Desktop & Ent. Search XML Management Business Process Optimization Records & Retention Management ALL CONTENT TYPES Documents Spreadsheets Presentations Notes HTML SGML WML XML Web Images Flash Sound Video Rich Media Paper Fax Images Reports Scanned Images Fixed Email Messages IM Messages Chats Messaging Discussions IM Notes Projects Collaborative 5
Basic Content Services Fundamental Content Management Major and Minor Versions File locking to prevent overwrites Sophisticated access model Versioning Check in/out Access Edit: HR Read: World
Document Lifecycle Management Services Manage lifecycle business policies Automate stages from creation to disposal Trigger via manual and automated workflows Enable dynamic security, compliance, retention Information Lifecycle Create Modify Review Approve Publish Retire 7
Transform Content Content Transformation Services VIRTUAL CONTENT DOCUMENTS RICH MEDIA Format conversions Automated metadata attribution Thumbnail creation Web preview Storyboard and layouts
Simple & Complex Search Search by Type of content (stock footage, interstitial, etc.) Keywords Date Fields Descriptions Any other metadata fields you have configured Localize the search to a subset of the archive, or Search across many archives in one query Full-Text Search
Find Information Anywhere with Federated Search EMC World – Product Overview 2009 Find Information Anywhere with Federated Search Indexing Supports file server indexing Uses existing application indexes Provides real-time search results / relevancy ranking Security Ensures appropriate access based on real-time permissions Scalability Supports billions of objects without performance hits Federated Search Search Broker Search: Offer 10 10
Documentum Content Analytics and Search Refine by Topics Filter by Attributes
Storage Management of Content with Documentum EMC Documentum Platform REPOSITORY SERVICES Storage Optimization Trusted Content Services Integrated Archiving Backup and Recovery CLARiiON Expire CSS Migrates Content from Tier 1 to Tier 2 Storage Centera Users can browse, check in/out and search for any content Documents not stored long term in SQL database All documents subject to compliance and storage policies
Core Components of Records Manager Records Management RETAIN The EMC Solution for Records Management automates the retention and disposition of corporate records Core Components of Records Manager Security & Access Control File Plan Reporting & Auditing Federated Records Services Notification Storage Mgmt. Physical/ Paper Web Services For Records Retention Policy Services Documentum Platform Unified Architecture Content Security Web Based Client
Comprehensive Compliance Infrastructure Compliance Services Vertical regulatory compliance Financial compliance Corporate policies and best practices Records Management Electronic Signatures Security Retention Management eDiscovery Audit Logs COMPLIANCE INFRASTRUCTURE MULTIPLE CLIENT ACCESS POINTS RICH SET OF CONTENT SERVICES ALL CONTENT TYPES 14
SourceOne Discovery Collector Fileshares Exchange Server @ Desktops Microsoft SharePoint EMC Documentum Discovery Collector Step 1 Step 2 Step 3 Step 4 Step 5 Knowledge workers create electronically stored information (ESI) on data sources as usual. This solution requires no changes to data creation processes and no agents to be deployed on data sources The solution indexes (Harvests) the ESI on the data sources to gather intelligence about the stored data Investigative users search the indexes to determine what ESI is relevant Relevant ESI is secured and placed on legal hold within Centera, Documentum or other storage Investigator culls through held data and generates production sets for use in legal review by outside counsel or hosted review vendor
Benefits Early Case Assessment Evaluate the strength of your case by finding relevant information in minutes instead of months Significant reduction in Risk “Honor System” – employees not making subjective decisions about what to hold and produce Less risk of inadvertent deletion or meta data alteration - spoliation IT staff does not have to make subjective decisions about what to hold and collect Significant reduction in collection time & expense Massive over collection of data to implement litigation hold is unnecessary Targeted data collection instead of manually copying server and hard drive data Automated litigation hold process means significant reduction in IT labor De-duplication, Culling, & Outside Counsel Review Costs Marginalized Data culling/filtering and de-duplication handled internally with automation Outside counsel hired to review a fraction of only the most relevant data Audit Trails created to demonstrate chain of custody & authenticity Export production sets to Concordance, Ringtail, Summation, natively, etc. In-house technology that can be used for every new matter
A Comprehensive Solution Integrity Compliance Services Vertical regulatory compliance Information protection & security Corporate policies and best practices Regulatory Compliance Have to do it, and someone checks up on you. Applies to all organizations. Information Protection & Security Good business practice – critical for organizations with private, proprietary and sensitive information Security Discovery & Litigation Preparedness Mitigate risk and expense through proactive and voluntary measures. Accessibility COMPLIANCE INFRASTRUCTURE Records Management Controlled Lifecycle Enforcement Retention Policy Management Digital Shredding Controlled Printing Electronic Signatures Audit Logs Access Control Content Encryption Enhanced Auditing eDiscovery Information Rights Management SAFE Digital Signatures Rendition Control Security Archiving MULTIPLE CLIENT ACCESS POINTS RICH SET OF CONTENT SERVICES ALL CONTENT TYPES 17
Access Your Way Information SharePoint Outlook Media WS Explorer Title Month Year Access Your Way Outlook SharePoint Explorer Media WS Offline CenterStage Information TaskSpace BlackBerry 18
EMC World – Product Overview 2009 My Documentum Suite My Documentum Offline My Documentum for the Desktop My Documentum for Outlook Access ECM functionality directly through common Desktop applications, whether online or offline “More people using Documentum more of the time” 19
Off-Line Access with My Documentum Enable ease of access to repository on PC and Mac Allows files/folders on your desktop – online and offline Automatic synchronization or manual Application Connectors (MS Office, Adobe, Quark) DCO (Outlook) Seamless authoring tool integration (FSS, WebDAV, FTP)
My Documentum for the Desktop File Share Services (FSS): Documentum repository appears as a normal file share in Windows Explorer with folder navigation.
My Documentum for the Desktop File Share Services (FSS): Documents are still managed with Documentum security rights and controls including check-out/in, version control, metadata attributes & search, etc.
Email Management: My Documentum for Outlook
SharePoint Web Part: Advanced ECM
EMC World – Product Overview 2009 Media WorkSpace Enable marketing team to create and manage logos, images, presentations, video, and collateral quickly for production/delivery to a myriad of target audiences 25
Rapidly Built User Experiences Title Month Year Rapidly Built User Experiences Process data and monitoring; rapid application configuration 26
Don’t Compromise…Start Small, Think Big, Scale Fast SOP Management Product Development Brand Marketing E-mail Archiving Customer Communication Project Management Engineering IT Production Finance Human Resources Legal Marcomm Sales EBusiness Product Marketing Enterprise Marketing Decision Making Invoice Processing eLearning Web Publishing Contract Management Employee On-Boarding
Our ECM Strategy ONE Why EMC? Summary Unified Content Platform ONE Management for all content types Comprehensive content management services Iron-clad compliance Multiple client interface choices Optimized business solutions Strategic & innovative product line Fiscal strength & viability Recognized market leader Experience from 15,000 customer deployments Platform unification years beyond competition Why EMC? 28
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