Archiving Best Practices with Symantec Enterprise Vault 8.0 Lou Zeidman Regional Sales Manager, Information Risk Management

Disclaimer NOTE: This presentation contains product information scheduled to be released as part of Enterprise Vault 8.0. Please check with your Symantec Account representative for product release dates and feature availability.

Agenda Archiving Best Practices – Lessons Learned1 Archiving Process & Key Solution Needs2 What’s New in Symantec Enterprise Vault Summary4 Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Agenda Archiving Best Practices – Lessons Learned1 Archiving Process & Key Solution Needs2 What’s New in Symantec Enterprise Vault Summary4 Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Best Practices – Starting Out 5 Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved. Cost-justify around Storage and PST/NSF migration Educate differences vs. , ECM and E-Discovery

Best Practices – Selecting 6 Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved. Think long-term – change, growth & performance Consider manageability – security, admin & reporting

Best Practices – Keys To Success 7 Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved. Think about scalability upfront

Agenda Archiving Best Practices – Lessons Learned1 Archiving Process & Key Solution Needs2 What’s New in Symantec Enterprise Vault Summary4 Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Key Information Issues How Can I… Reduce storage costs? Improve & file server performance? Manage unstructured information? Keep data readily accessible to end users? How do I simplify discovery? Manage IT Risk Maximize IT Performance 9 Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

10 Symantec Enterprise Vault 8.0 Flexible Policy-based Archiving Software –Resource management –Retention management –Discovery management #1 Intelligent Archiving Solution –Best Storage Footprint in Archiving –Seamless End User Experience –Secure foundation for archiving –Scalable architecture Proven Customer Success & Commitment –9500+ customers and 16 MM+ users archived –Production customers archiving 5 MM+ messages/day –Deployments archiving 200K+ users

How Enterprise Vault Works 11 Transparent Access Search Discovery / Supervision Secure Rationalize Retain / Expire Future Proof Index Categorize Classify Cheaper Server File Server Faster More Reliable Enterprise Vault SharePoint Server Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Enterprise Vault Archiving Platform CLASSIFICATION Legal Info Sec. HR End Users STORE Migration De-duplication Compression Transparency 12 SharePoint IM Servers Servers File Servers Legacy Databases ECM Desktops MANAGE Retention Preservation Expiree Audit Archive DISCOVER Export Supervise Search/Review Analysis 12 Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Works with Your Existing Architecture OPEN API’s 13 SharePoint IM Servers Servers File Servers Legacy Databases ECM Desktops STORE Open Storage 3 rd Party Content MANAGE Open Classification Open ECM Encryption DISCOVER Open E-Discovery Open Search 13 Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Dynamic shortcuts Preview archived content Forward, reply, delete Archive, restore and search via toolbar/menus Option for client-less deployment (“Universal Shortcuts”) Support for Domino and Outlook Web Access Seamless End-User Experience 14 Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Storage Reduction through PST/NSF Elimination Migrate PST/NSF into archive –Even with mobile users –Limited user action Server Backup 15 Enterprise Vault PC Backup PC Network Share Locate PST/NSF –Network servers –PCs Dispose of PST/NSF –Delete, hide –Compact Transparent End-User Access De-Dupe Across , Attachments, SharePoint, etc. Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

16 Intelligent Archiving for Files File Blocking Create policies to prevent unwanted files and delete certain data types Notification of policy violation Ensures compliance with corporate policies Keeps questionable or unwanted files off storage resources     Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

17 Intelligent Archiving for Managing Unstructured Information Intelligent Retention Intelligent Classification Intelligent Discovery & Monitoring Automatic classification User classification ECM classification How long should I keep this? Where should I store this? Intelligent Filtering Delete non- relevant before archiving Search and review by category Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Export Native Format Attorney Review Coding Tools Step 4. Review Role-based Workflow Analyses Report & Audits Step 3. Collect & Preserve Target Custodians Search Apply Legal Hold Step 2. Archive Centralized Apply Retention Records Mgmt Step How Archiving Helps with E-Discovery Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Export Native Format Attorney Review Coding Tools Step 4. Review Role-based Workflow Analyses Report & Audits Step 3. Collect & Preserve Target Custodians Search Apply Legal Hold Step 2. Archive Centralized Apply Retention Records Mgmt Step Where Enterprise Vault Helps with E-Discovery Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved. Open ECM Open E-DiscoveryOpenContent Collection Open Analytics

Agenda Archiving Best Practices – Lessons Learned1 Archiving Process & Key Solution Needs2 What’s New in Symantec Enterprise Vault Summary4 Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Optimized Single Instance Storage Fingerprinting of archived items Store once and share across across all archived information Works with geographically dispersed archives Common storage model for the archive One enterprise platform for all unstructured information Retain Efficiently Intelligent Archiving Benefit: Reduces the amount of storage required cutting server and storage capital and running costs What’s New – Enterprise Vault 8.0 Advanced Storage Reduction Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

New analytics tools speed review (Guided Review) Conversational view of threads Bulk message marking (rules based) Search within search New higher productivity user interface Lightweight client within browser Quickly filter by sender, date, tags, category etc Similar to LiveMeeting console Self-service for lawyers, HR, security ops Find Easily Self- Service Discovery Benefit: Reduces cost and risk of legal discovery with powerful end-user, legal and administrator search What’s New – Discovery Accelerator 8.0 Simplified E-discovery with Guided Review Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

DA 8.0 – Home Screen Company Confidential – For Internal Use Only

Mobile Search Blackberry & Windows Mobile Search & access archived information Vault Cache Synchronized offline vault access Bandwidth optimized (uses BITS) Retain Efficiently Intelligent Archiving Benefit: Access to archived items from familiar user interfaces like Outlook, Notes, or Windows Explorer What’s New – Enterprise Vault 8.0 Seamless End User Experience Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Simplified installation and configuration for SMB Getting Started Configuration Wizard Option to install known default settings Uses known best practices Easy day-to-day administration Age & Quota archiving in same policy Common Tasks Dashboard Exchange Managed Folder Support Retain Efficiently Intelligent Archiving Benefit: Get EV up and running quickly and easily. What’s New – Enterprise Vault 8.0 Simplified Install & Administration Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

GSW “Teaser” Trailer… Company Confidential – For Internal Use Only

Agenda Archiving Best Practices – Lessons Learned1 Archiving Process & Key Needs2 What’s New in Symantec Enterprise Vault Summary4 Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

Summary Value of Archiving … Reduced storage costs Improved & file server performance Effectively managed unstructured information Enhanced data accessible to end users Simplified discovery Manage IT Risk Maximize IT Performance 29 Symantec Enterprise Vault Overview ©2008 Symantec. All Rights Reserved.

30 & ANSWERS QUESTIONS Lou Zeidman

Thank You! Copyright © 2008 Symantec Corporation. All rights reserved. Symantec and the Symantec Logo are trademarks or registered trademarks of Symantec Corporation or its affiliates in the U.S. and other countries. Other names may be trademarks of their respective owners. This document is provided for informational purposes only and is not intended as advertising. All warranties relating to the information in this document, either express or implied, are disclaimed to the maximum extent allowed by law. The information in this document is subject to change without notice.