Company LOGO State of Alaska Exchange & Active Directory Project Enterprise Technology Services ETS is a customer driven team that provides world class enterprise technology services for all branches of state government.

Management Presentation Archiving & Management Russell Kunibe Exchange & AD Project Manager Enterprise Technology Services

Archiving  Exchange ( ) and Archiving  Proposed based on the results of our Feb 2006 Needs Assessment  The addition of Archiving to the Project was approved 6/27/2006  Formed a workgroup to develop System Requirements

Archiving Enterprise Archiving Goals  Reduce system costs  Moves the storage of s to lower cost storage  Removes the need to re-size the system to keep pace with the growth  Facilitate legal discovery by making all searchable by authorized personnel  Provides the tools to assist with compliance with retention requirements and manage

Archiving  ZANTAZ Enterprise Archiving System (EAS) is the State’s Selected Archiving System

Archiving How Archiving Reduces Costs  Moves the Storage of s from the System to the Archive Storage  Archive Storage is less expensive  Archive Storage is compressed  The Archive System uses single instance storage  Stabilizes the Exchange System Design  growth occurs in the Archive system

Archiving & Legal Discovery Legal Discovery  “ Timely detection”  “Rapid and current disclosure”  “Conduct a reasonable investigation to promptly determine”  “The most expedient time possible and without unreasonable delay” These are a just a few of the phrases used by legislation, regulation and the U.S Supreme Court to describe the time-sensitive requirements for responding to an electronic records discovery request.

Archiving ZANTAZ EAS Supports Legal Discovery  Accessibility: s are placed in a single searchable store  Authenticity: the origin of the record can be reliably demonstrated  Accuracy; the record contains the information it is supposed to contain  Integrity; the record has not been altered

Management Managing Incoming has become, for many people, the primary way they communicate. Learning how to manage mailboxes efficiently is a skill that people need to take the time to acquire.

Management Growth for the State  storage per user is 40 MB – 1 GB  Estimates for Local Storage are 7 – 10 TB  storage is growing 400 GB / month  In five years storage growth will be 770 GB / month

Management With the increase in number of s that I need to read, answer, file for reference I just don’t have time for any new tasks!!  The number of s per day that a user must deal with keeps increasing  The outlook and the archive system provides additional tools to manage  Using our new management tools users can reduce the time spent managing s while becoming compliant with retention rules

Management Enterprise Exchange Design  300 MB Exchange Mailbox limit  Predictable design  Stable performance  Includes: Inbox, Sent Mail, Deleted Items, Folders, Archive “Stubs”, Calendar And Contacts  Archiving system is sized for  all current mail in excess of 300 MB  all local storage  Archived appears to the end user the same as an message  Expands the user’s storage  Can have a retention date assigned

Management Archived Messages  Archiving a message moves it from Exchange to the archive storage  The archived message is replaced with a “Stub” in Exchange  The Stub links Outlook to the message and attachments in the archive system  Archived messages can have a retention period

Management Archived Mail Appears as Another Message in Outlook The default “stub” will contain all of the header information plus 600 characters of the body of the message. The default size is 1 KB Default Stub From To CC BCC Subject Date and Time Attachments First 600 Characters from the body

Management  The average message size is 5 KB 300 MB = 61,440 messages  The average Word document is 40 KB 300 MB = 6,827 messages with a word doc  The average MP3 is 3 MB 300 MB = 102 messages with a MP3 attached  The average default stub is 1 KB 300 MB = 307,200 stubs with attachments

Management Default Settings to Manage  Inbox / Sent Items - temporary storage  Deleted Items for Immediate restores  User Defined Folders  How retentions help manage  Folders Default retentions  User Defined retentions  EAS Search  Calendar Items defaults  The first 90 days  Collecting Locally Stored Messages

Management The 90 Day Inbox / Sent Item Rule residing on the enterprise Exchange Messaging Inbox and Sent Items will be stored for a maximum of 90 days.  When needs to be kept beyond 90 days the User will need to move the messages to folders with archiving rules attached  This rule ensures that messages are evaluated by the user for retention compliance

Management Deleted Items for Immediate Restores  Deleted messages will be moved to the users Deleted Items Folder  Items in the Deleted Items Folder will be maintained for 7 days  Users can restore an Item from the Deleted Items Folder by moving it to another folder

Management Using Retentions to Help Mange s  Folders in Exchange can have archive and retention rules placed on them based on the folder name  Retention rules in the archive system sets a date for the to be purged from the system  Once a retention has been set on an item it cannot be purged from the system until it has reached its retention  A retention can be set longer but never shorter  By having retentions set, the user doesn’t have to go through old s to delete them

Management All s in user defined folders will be archived and a retention applied  Messages in all user defined folders will be archived  The default retention will be 135 days  Folders names that have specific suffixes will have a longer retention applied  -6mo, -1yr, -2yr, -3yr, -4yr, -5yr, -6yr, -7yr, -8yr, -9yr, -10yr  Sub-folders inherit retention properties unless another suffix is used

Management Retention folders are created in users’ mailboxes

Management User selects messages to be archived

Management User drags and drops messages to retention folder

Management Messages are archived and stubbed by ZANTAZ EAS

Management EAS Search Remove Stub / Reference

Management Archiving During the Migration  Departments will begin migrating users to the new system on June 1 st,  Departments will communicate their specific migration plan to their users  Users who have their migrated to the new system and have more than 300 MB of mail  Will have their excess mail archived starting with the oldest messages  Some departments will make excess mail available to end users through an attached PST file  These PST files will migrated to Archive system after all users have been transitioned to the new system  Messages in the Inbox and Sent Items folders will not be deleted

Management  Persistent Folders  Z Imported  Calendar Items Default Retention is 5 years  Quota Based Archiving  Legal Holds  Out of Office / Administrative holds

Management Conclusion The combination of the Archive Solution and Retention Policy solves:  Exchange performance issues related to growth  Reduces the cost of storage  The legal discovery issues  Provides Tools to meet retention rules  Assists with the management of s  Will slow the growth of storage  Preserves knowledge stored in beyond an individual

Archive Store FoldersRetention from Date Received Old Mail sub folders No Retention or 52 days after owner is removed from the system Inbox90 days Sent90 days New Folder-6mo6 months Folder-1yr1 year Folder-6yr6 year Exchange Mailbox InboxDelete Messages and/or Stubs after 90 days SentArchive after 7 days and delete stubs after 90 days TrashDelete after 7 days New FoldersArchive with No Retention. A 135 day default retention will be set after 90 days New Folder- 6mo Archive with a 6 month retention New Folder- #yr Where # is 1,2,3,4,5,6,7,8,9,10 designates years retention Sub FoldersSame retention as Parent Folder unless a retention is set Calendar Items 5 years Mail Stored in Exchange and in the Archive are presented to the user through a single view in Outlook Management

Q&A Question and Answer Session

For More Information… Please Visit the Project Website  Training Materials  Scope and Vision Statement  FAQ’s  Status Reports  Service Level Agreements  Announcements and Bulletins  Technical Documentation

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