IBM Storage Sales IBM Information Archive 2009 IBM

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IBM Storage Sales IBM Information Archive © 2009 IBM Corporation

IBM Storage Sales IBM Information Archive © 2009 IBM Corporation

IBM Storage Sales Agenda § Understand the benefits of archiving information § Describe the

IBM Storage Sales Agenda § Understand the benefits of archiving information § Describe the IBM Information Archive § Explain Information Archive’s key features and benefits § Articulate the customer values Information Archive delivers § Explain how the Information Archive can extend the value of other IBM offerings § Understand the importance of the ISV Ecosystem planned for the IBM Information Archive © 2009 IBM Corporation

IBM Storage Sales Archiving Reduces the Costs of Storing Data § Migrating inactive data

IBM Storage Sales Archiving Reduces the Costs of Storing Data § Migrating inactive data to lower cost storage frees up primary storage § Storing inactive data on lower cost storage saves money § According to IDC, 40% of fixed content is active or frequently accessed Low Duty Cycle Active Data Inactive Data $ / GB Active data High Duty Cycle § According to Forrester Research 85% of production data is inactive 5 Years 3 Years Production Disk 1 Year § 68% not accessed in last 90 days Online Tape 20 Years Inactive data Archive Disk Retention Systems Source: various research data Source: SNIA/Source Consulting © 2009 IBM Corporation

IBM Storage Sales Archiving Provides Operational Benefits § Backups can be completed within the

IBM Storage Sales Archiving Provides Operational Benefits § Backups can be completed within the allotted time, avoiding impacts to application availability § Removing inactive data from primary storage enables faster backups and quicker restores § Removing inactive data from primary storage helps improve application performance Application Performance Efficiencies Supply Chain/ERP Call Center/CRM Financial Management Human Resources § Adding data reduction techniques can further reduce the amount of data archived © 2009 IBM Corporation

IBM Storage Sales Archiving Reduces Business Risks § Manage the legal, regulatory and business

IBM Storage Sales Archiving Reduces Business Risks § Manage the legal, regulatory and business risks associated with information § Retain, protect and secure business critical information § Adhere to internal records management policies § Reduce the costs of e-discovery and litigation – Index, search and retrieve business records with accuracy and efficiency – Ensure the records are unaltered and undeleted $1. 5 million The average cost to defend a corporate lawsuit per case (Gartner, 2006) The average e-discovery request can cost from $150 K to $250 K Sources: CIO Magazine survey 2007; IBM Tivoli Market needs and profiling study 2005; © 2009 IBM Corporation

IBM Storage Sales Content Generating Applications Archiving Application TSM Client Content Repository Content Collector

IBM Storage Sales Content Generating Applications Archiving Application TSM Client Content Repository Content Collector Content Manager File. Net Optim File. Net P 8 IBM Enterprise Archive Services IBM Archiving Solutions - TODAY Storage Repository DR 550 N series w/Snap. Lock Tape Disk © 2009 IBM Corporation

IBM Storage Sales Content Generating Applications Archiving Application Content Repository TSM Client Content Collector

IBM Storage Sales Content Generating Applications Archiving Application Content Repository TSM Client Content Collector Content Manager File. Net P 8 Optim IBM Enterprise Archive Services IBM Archiving Solutions - 4 Q 2009 Storage Repository Information Archive Tape © 2009 IBM Corporation

IBM Storage Sales IBM Information Archive Objectives § Simple-to-use, easy to implement § Support

IBM Storage Sales IBM Information Archive Objectives § Simple-to-use, easy to implement § Support standard file interfaces into the system § Provide efficient index / search on data and metadata § Support existing retention policies or enable admins to set § Eliminate complex installation and configuration § Scale storage capacity and / or performance easily § Incorporate current DR 550 Capabilities © 2009 IBM Corporation

IBM Storage Sales IBM Information Archive § The Next Generation Information Retention Solution §

IBM Storage Sales IBM Information Archive § The Next Generation Information Retention Solution § A universal storage repository for all types of content – Structured (database) and unstructured (files, email, images, docs) § A robust, scalable, secure information retention solution. § An fully integrated hardware and software solution § Addresses complete information retention needs of mid size and enterprise clients – Business, legal, or regulatory © 2009 IBM Corporation

IBM Storage Sales IBM Information Archive: More Details § Scales capacity up to 304

IBM Storage Sales IBM Information Archive: More Details § Scales capacity up to 304 TB – will grow § Provides protected storage for data integrity and authenticity – Both WORM & NENR data retention § Provides three information collections per IA § Provides multiple protection levels for flexibility § Stores information via multiple access methods: – System Storage Archive Manager (SSAM) interface – Industry-standard interfaces (NFS, CIFS *, FTP *, HTTP *) § Also part of a cross-brand email archiving bundle * Future Releases © 2009 IBM Corporation

IBM Storage Sales IBM Information Archive Concept Admin GUI Applications LAN One Namespace NAS

IBM Storage Sales IBM Information Archive Concept Admin GUI Applications LAN One Namespace NAS SSAM Disk Collection 1 Collection 2 Collection 3 Clustered IBM Information Archive Tape or other devices © 2009 IBM Corporation

IBM Storage Sales IBM Information Archive Features Feature Function Benefit Consumability Install and configure

IBM Storage Sales IBM Information Archive Features Feature Function Benefit Consumability Install and configure quickly and easily Quick time-to-value Ease of Use Manage the archive from a single point Fewer resources lowers costs Compliance Modes Set compliance modes via Enhanced Protection Provides choice for setting compliance Scalability Increase capacity and performance Grows with a customer’s needs Performance Ingests large amounts of information No performance impact to existing applications Standards Based Accepts information from many sources No need for special APIs © 2009 IBM Corporation

IBM Storage Sales IBM Information Archive: Customer Value § Reduces Cost – Reduced TCO

IBM Storage Sales IBM Information Archive: Customer Value § Reduces Cost – Reduced TCO with archive pools combining disk and tape – Reduces the need for primary storage by moving information to lower cost tiers – Enables non-disruptive migration to future technologies to maintain access to information § Improves Productivity/Efficiency – Industry standard interfaces and protocols provides easy access archiving • No custom APIs required – Installs and configures quickly to achieve a quick time-to-value – Single user interface and RAS footprint simplify managing archived information § Reduces Risks – Enables businesses to meet the industry’s most stringent regulations – Provides a compliant storage repository (WORM, NENR, encryption) – New patent-pending tamper proof technology increases protection © 2009 IBM Corporation

IBM Storage Sales Information Archive Improvements over DR 550 Area IBM Information Archive DR

IBM Storage Sales Information Archive Improvements over DR 550 Area IBM Information Archive DR 550 User Interface Single, task oriented GUI to manage the entire solution (+ CLI) Limited integration using IBM Director – manages components Application Interfaces NFS, CIFS, HTTP, FTP, SSAM – all within IA SSAM; NFS/CIFS requires add-on appliance Scalability Supports billions of objects – SSAM uses DB 2 database in SSAM v 6. 1 Limited number of objects by database in SSAM v 5. 5 Performance Currently up to 6 X DR 550 (2 X per collection – IA delivers 3 collections) Already better than Centera with a single ingest node Retention Policies Accepts retention policies from applications or creates them Only accepts retention policies from SSAM Compliance / Security Extends DR 550 model with no customer access Compliant – KPMG, Cohasset to root Index / Search Full text indexing and search (both data and metadata) – R 1. 5 No index, search only through application interface © 2009 IBM Corporation

IBM Storage Sales IBM Information Archive: Why Care? § Archiving is a large, fast

IBM Storage Sales IBM Information Archive: Why Care? § Archiving is a large, fast growing market – if we don’t sell it, our competition will – IDC WW Archiving SW forecast through 2013 – 13% CGR – GMV WW Archiving HW forecast through 2102 – 28% CGR § Every customer needs an archiving solution § Proposing dual compensation (HW & SW) for 1 H 2010 to help motivate selling § Storage capacity upgrades create an annuity stream § Helps to block competition from your accounts © 2009 IBM Corporation

IBM Storage Sales IBM Information Archive – Cross Brand Solutions § Joint development project

IBM Storage Sales IBM Information Archive – Cross Brand Solutions § Joint development project with Tivoli and STG § Tivoli Lab Services developing implementation services § We expect further examples of solutions, like. . . – Tivoli Appliance Solutions, IBM Cloud. Burst § Working with ECM, Tivoli and STG to develop a sales model that motivates cross brand selling § Developing an Email Archive bundle with ECM, Tivoli and STG – Combines ECM email archive SW stack with Information Archive – Target launch with Information Archive © 2009 IBM Corporation

IBM Storage Sales IBM Information Archive “ISV Ecosystem” § ISVs join via IBM Partner.

IBM Storage Sales IBM Information Archive “ISV Ecosystem” § ISVs join via IBM Partner. World – Worldwide program IBM Partner. World – Software Catalog Access to IBM software for testing, demonstrations and certification § ISV solution certified with IBM Information Archive – IBM and ISV work together to ensure our products work together – Ready for Tivoli Logo issued to ISV partner upon certification – ISV solution published in IBM Tivoli Open Process Automation Library (OPAL) © 2009 IBM Corporation

IBM Storage Sales Summary § IBM Information Archive will provide unique opportunities to sell

IBM Storage Sales Summary § IBM Information Archive will provide unique opportunities to sell into a fast-growing market § IBM Information Archive addresses key customer requirements in this space – Consumability and quick time-to-value – Provides a compliant storage repository (WORM, NENR) – Use standard interfaces & protocols to reduce their investments in information retention § IBM Information Archive announces Oct 20, 2009 – GA is Nov 20, 2009 © 2009 IBM Corporation

IBM Storage Sales IBM Information Archive: Need more information? § Archive Sales Solution Leaders

IBM Storage Sales IBM Information Archive: Need more information? § Archive Sales Solution Leaders –Jeff Barber –Laura Guio STG Sales Leader Tivoli Sales Leader § GTS Global Storage Services –Sergei Varbanov –Michael Griese Global Services Archive Services WW Technical Support Manager § Archive Solutions Marketing Managers –Vanessa Vera –John Foley Jr –Funda Eceral DR 550/IA Marketing Manager TSM and IA Marketing Manager Archive Sols Marketing Manager § Archive Solutions Product Managers –Roger Wofford –Manuel Avalos Vega Information Archive Product Manager (Tivoli) DR 550, GAM and IA Product Manager (STG) § Archive Solutions Technical Contacts –Nils Haustein –Will Witten –Tricia Jiang IA/Archive Sols ATS lead for Europe IA /Archive Sols ATS Lead for Americas Technical Evangelist © 2009 IBM Corporation

IBM Storage Sales Additional Information © 2009 IBM Corporation

IBM Storage Sales Additional Information © 2009 IBM Corporation

IBM Storage Sales Archiving vs Backup System Production Data Archive Repository Understand your data

IBM Storage Sales Archiving vs Backup System Production Data Archive Repository Understand your data and classify it (data rationalization). Know what you have, its’ value, take action: delete, tier, archive. Index, Archive, Retain valuable and required information. Reduce production data volume, improve system performance and efficiencies, secure data for compliance support, lower costs. Backup production data. Reduce resources needed and costs for backup/recovery. Search and Retrieve from archive and Recover from backup. Utilize appropriate techniques for effectiveness and efficiencies. © 2009 IBM Corporation

IBM Storage Sales IBM IA Collections § Set of fixed-content documents managed together in

IBM Storage Sales IBM IA Collections § Set of fixed-content documents managed together in same policy domain § Each collection uses one of the defined interfaces (NFS, CIFS, HTTP, SSAM/TSM, etc. ) § R 1 supports up to three collections per IA appliance § Compliant or non-compliant modes § High availability through asynchronous replication to a second IA § Supports time-based and event-based retention – and retention holds § NAS Collection -- Archiving applications that use standard NAS protocols – Clustered NFS, HTTP & Net. App Snaplock. TM compatibility (R 1) – Clustered CIFS (R 2. 0) – Can store document metadata and policy information using XML files § DR 550 Collection – uses SSAM 6. 1 vs SSAM v 5. 5, but otherwise same as existing DR 550 – Higher scalability in number of objects © 2009 IBM Corporation

IBM Storage Sales ECM Sales Resources § Key IBM ECM Sales SAP Contacts –

IBM Storage Sales ECM Sales Resources § Key IBM ECM Sales SAP Contacts – Jerry Bower/Costa Mesa, Offering Manager – Patrick Chesnot/Costa Mesa, Product Manager – Mike Egan/Chicago, ECM Lab Services – Pete Stryjewski/Columbus, EMC Lab Services EMEA – Doug Coombs, David Gillespie, UK – Dirk Jahn, Thomas Schrenk, Michael Kirschner, Germany – Giorgio Amselmi, Italy APAC – Jason Y. S. Ho, Anthony Ng, Singapore © 2009 IBM Corporation

IBM Storage Sales IBM System Storage DR 550 § A purpose built, information archive

IBM Storage Sales IBM System Storage DR 550 § A purpose built, information archive for long term data retention and protection ► Policy-based, non-erasable, non-rewriteable disk storage ► Industry leading IBM advanced technology ü Automatic policy-based tiered storage management ü Data encryption – In flight and at rest ü IBM dual processor Power 5 technology for high performance (benchmarked at over 3 x competition) ü IBM SATA disk technology for low cost ü Enablement of secondary storage, i. e. WORM Tape (optional) supporting very low TCO ü Simple Network Management Protocol (SNMP) Monitoring – proactive system problem prevention and correction ► High speed 10/1000 Ethernet connectivity ► Disaster recovery options with synchronous and asynchronous replication ► Deemed compliant with SEC 17 a-4 by independent consultants © 2009 IBM Corporation

IBM Storage Sales IBM Information Infrastructure for Information Compliance IBM System Storage™ DR 550

IBM Storage Sales IBM Information Infrastructure for Information Compliance IBM System Storage™ DR 550 V 4. 6 § Client value – Improves performance in large environments, due to larger disks – Reduces TCO and power consumption up to 50% with blended disk and tape option, compared to alldisk configurations § Reasons to buy: – New 1 TB drives adds 33% more disk capacity than previous drives – IPv 6 support on single node configurations expands network address space to 128 bits and eliminates the network address translation (NAT) role 33% more disk capacity Information Compliance DR 550 Model DR 1 DR 550 Model DR 2 http: //www-03. ibm. com/systems/storage/disk/dr © 2009 IBM Corporation

IBM Storage Sales DR 550 Solution Architecture Examples Three critical components required to build

IBM Storage Sales DR 550 Solution Architecture Examples Three critical components required to build a “Retention Managed Data” solution 1. Business application 2. Content management application 3. Retention device – policy based non-erasable non-rewritable Business application Document files E-mail Content management application Retention device IBM DB 2 Content Manager DB 2 SQL Server Optim 6. 2 Enterprise Vault IBM DB 2 Common. Store … and others IBM System Storage DR 550 © 2009 IBM Corporation

IBM Storage Sales DR 550 Information Retention Solutions § Examples of DR 550 solutions

IBM Storage Sales DR 550 Information Retention Solutions § Examples of DR 550 solutions include many IBM and non-IBM solutions: § Retention: DR 550 + IBM Content Manager § Exchange Archiving: DR 550 + IBM Content Manager + IBM Common. Store Exchange § Exchange Archiving: DR 550 + Symantec Enterprise Vault § Exchange Archiving: DR 550 + Zantaz EAS § Domino Archiving: DR 550 + IBM Content Manager + IBM Common. Store Domino § Domino Archiving: DR 550 + Zantaz EAS § SAP Archiving: DR 550 + IBM Content Manager + IBM Common. Store SAP § SAP Archiving: DR 550 + Easy. Software Easy Enterprise x § Optical Replacement: DR 550 + IBM Content Manager for i. Series + MBS Technologies Storage. View Connector for CM/i § Database Archiving (Oracle, DB 2, People. Soft, Siebel): DR 550 + Princeton Softech Optim § Image Archiving: DR 550 + File. Net Image Manager § NFS/CIFS/FTP Gateway: DR 550 + Triade Tri. FSG Gateway © 2009 IBM Corporation

IBM Storage Sales Application Support for IBM DR 550 § IBM DB 2 CM

IBM Storage Sales Application Support for IBM DR 550 § IBM DB 2 CM for Multiplatforms § IBM DB 2 CM for z. OS § IBM DB 2 CM On Demand for Multiplatforms § IBM DB 2 CM On Demand for z. OS § IBM Common. Store for Exchange Server § IBM Common. Store for Lotus Domino § IBM Common. Store for SAP § IBM CM for Message Monitoring and Retention – With i. Lumin § BRMS i. OS (also via IFS to BRMS) § § § § § § AXS-One Brain. Tribe (Formerly Comprendium) Camino. Soft Ceyoniq D. velop AG Easy Software Heilig & Schubert (H&S) File. Net Hummingbird Hyland Software (On. Base) Hyperwave IRIS Software (Documentum Connector) MBS Technologies – (i. Series Connector for IBM CM V 5) Open. Text (formerly IXOS) Princeton Softech Optim 6. 2 – for People. Soft; Siebel; Oracle Saperion SER Solutions TRIADE (NFS/CIFS/FTP Gateway) Veritas Enterprise Vault (formerly KVS) Waters (Creon Labs, Nu. Genesis) Windream Zantaz © 2009 IBM Corporation

IBM Storage Sales Key DR 550 Differentiators § § § Event-based retention management Policy-based

IBM Storage Sales Key DR 550 Differentiators § § § Event-based retention management Policy-based automatic expiration/deletion of data Policy-based reuse of storage Tiered storage management to multiple tiers of less expensive storage – Can significantly reduce TCO using disk & WORM tape combination Off-site (vault) protection of the data Media Migration – When replacing old media with new Data Encryption – for enhanced security Very High Performance with IBM Power 5 technology Very Competitive Price on base models Integration of different technologies with our storage pool hierarchy Access and authentication control Enterprise class availability, reliability, scalability © 2009 IBM Corporation

IBM Storage Sales References § Large UK Bank – IBM Content Manager on Demand

IBM Storage Sales References § Large UK Bank – IBM Content Manager on Demand § Depository Trust – IBM Content Manager § Porsche (Automotive) – Ceyoniq § IBM Customer Support Organization – IBM Content Manager § Hudson Valley Credit Union – Hyland § Boehringer (Pharmaceutical) – Documentum § Large US-based Financial Services Company – IBM Content Mgr § Large Semi-conductor company – IBM Common. Store for SAP § Leading Logistics provider – d. velop document mgmt software © 2009 IBM Corporation

IBM Storage Sales DR 550 Competition © 2009 IBM Corporation

IBM Storage Sales DR 550 Competition © 2009 IBM Corporation

IBM Storage Sales Strengths of EMC Centera § Allows Single Instance Storage – One

IBM Storage Sales Strengths of EMC Centera § Allows Single Instance Storage – One and the same object is stored only once – In-band data deduplication § Scalable based on RAIN Architecture – Storage is added via storage nodes (disk only) – Performance scales with access nodes (Ethernet connectivity) – Supports Active-Active Mirroring relation between nodes § Includes Outboard Search capabilities in Centera – Allows to search for Content § Established and recognized Product in the market – Many customer references available, many ISV support EMC Centera API § CAS architecture is a marketing advantage – Content Address can be used to validate content authenticy – Clever idea, but not required by regulations *Based on preliminary findings of internal IBM projections. © 2009 IBM Corporation

IBM Storage Sales Weakness of EMC Centera § Does not offer Tiered Storage or

IBM Storage Sales Weakness of EMC Centera § Does not offer Tiered Storage or alterative storage technologies – Higher TCO, especially for longer term archiving – Less flexibility for migration to other storage technologies § Data protection only through additional disk – Content Mirroring is not synchronous – No backup of data to less expensive storage media § Sticky Technology – Replacement of MD-5 hash requires application to read all data § Known Performance Issues – According to non-disclosed sources and ISVs – Partially caused by RAIN Architecture (CAS and Centera Network) § No data encryption included *Based on preliminary findings of internal IBM projections. © 2009 IBM Corporation

IBM Storage Sales Key Strengths for IBM DR 550 § DR 550 allows for

IBM Storage Sales Key Strengths for IBM DR 550 § DR 550 allows for lower Total Cost of Ownership for long retention times – DR 550 supports true tiered storage (disk, optical, tape) – With removable media storage DR 550 is more energy-efficient – With Centera data is kept on disk for long archival period, less energy efficient § DR 550 includes Data Migration Functions – Centera is disk centric, migration just from disk to disk § DR 550 is not a sticky Technology – DR 550 leverages industry-leading technology such as TSM – Centeras’ CAS implementation is sticky § DR 550 provides flexible options for Data Protection – DR 550 provides synchronous mirroring or backup to tape – Centera requires disk and even more disk § DR 550 has leading Archival – Retrieval Performance – Get real numbers from EMC Centera and compare it to DR 550 § DR 550 includes Data Encryption Techniques – On disk via API encryption, On tape via Tape encryption © 2009 IBM Corporation

IBM Storage Sales Performance Comparison Net. App and EMC Centera Testing § 8 Enterprise

IBM Storage Sales Performance Comparison Net. App and EMC Centera Testing § 8 Enterprise Vault Servers archiving 8 Exchange Servers § 4 x 1 -Gbit Ethernet Interfaces § Net. App FAS 3050 and R 200 § EMC Centera G 4 with 4 Access Nodes and 12 Storage Nodes using CPM Source: Test Report from Veritest, July 2006 “Network Appliance™ FAS 3050, R 200, and EMC Centera G 4 Performance Comparison” DR 550 Testing § 5 Zantaz EAS servers archiving 4 Exchange Server § 2 x 1 -Gbit Ethernet Interfaces § DR 550 with 7 TB single node ESG Lab Review™, May 2007 http: //www-03. ibm. com/systems/storage/disk/dr/pdf/esg_lab_review 03072007. pdf © 2009 IBM Corporation

IBM Storage Sales DR 550 Competitive Attack Points IBM DR 550 EMC Centera Customer

IBM Storage Sales DR 550 Competitive Attack Points IBM DR 550 EMC Centera Customer Business Value Tiered storage with attached WORM or non-WORM tape helps provide lower total cost of ownership Centera data is disk only, which is more expensive due to initial purchase cost, and power, cooling and service costs over long archiving periods Lower TCO with DR 550 over long archiving periods by off-loading “aged” data to lower storage tiers (e. g. tape or optical) and Implements ILM practices Integrated data migration capabilities for long term archiving: DR 550 supports many storage technologies (disk, tape, optical) and data migration functions. As data “outlives the media”, DR 550 provides transparent migration capabilities to new storage technologies. EMC Centera is disk centric, with no media migration path to other storage technologies. Improved operational efficiency for long term archiving and commitment to open architecture Addressing the risk of technology obsolescence High performance archive and retrieve enabling data EMC will not publish performance data. Vendors DR 550 offers improved return on overall IT investment rates of up to 60 MB/sec and more than 2000 report significant performance deficiency of EMC through improved overall system throughput, scalability objects/second. Scalable performance through multi Centera compared to DR 550. and quick access to archived data -object transaction enabled by TSM API. Disaster protection options: DR 550 supports synchronous and asynchronous replication as well as asynchronous replication (backup) and offline vaulting to many external devices. Asynchronous replication only, does not provide integrated capability for backup and offline vaulting. Synchronous mirroring offers higher data protection with better recovery point objective and lowers risk of data loss as result of a disaster. DR 550 maintains data integrity via hardware RAID and embedded Cyclic Redundancy Checks (CRC) EMC Centera Content Addressable Storage IBM DR 550 built-in data integrity capabilities help to (CAS) technology is not future proof. The content assure compliance and enable transparent upgrades of address will become vulnerable, and then the data integrity check methods. application will need to read and rewrite all objects in order to provide a new, more secure content address. The DR 550 has flexible data encryption with the option for transparent key management done by the DR 550 or by the application. Data encryption is not included. Flexible encryption options protect data using tiered storage, and additionally prevent sensitive data disclosure on removable media that could be misplaced. Built-in and cost-free file archiving solution via SSAM Archive Client No built-in file archiving solution. Offers cost efficient file archiving solution. DR 550 scales in three dimensions: storage, performance and price (economies of scale) Only scales in one dimension: storage. It does not scale performance or price. Supports growth, provides investment protection, enables an open architecture for archiving, and lowers TCO. Backup to tape offers lower TCO than backup to disk over long archiving periods. Another option for data encryption is on the tape storage media with key management by DR 550 or another key manager. © 2009 IBM Corporation