Meridio added Value to MOSS Gnter Sandmann General

Meridio added Value to MOSS Günter Sandmann -General Manager Central- & Eastern Europe-

Meridio the company Global Document and Records Management Vendor Develops and Markets Products for large Scale EDRM Exclusively Microsoft Platform Deep and transparent Integration with Office and server products / Share. Point 100% Channel Sales Meets the Records-Management-Standards like DOD 5015. 2, PRO 2002, etc. Microsoft Gold Certified and Global ISV Partner Participate in Microsoft Partner Advisory Council (PAC) and the Developer Advisory Council (DAC) Collaborated with Microsoft RM team on Office 2007 since 2004 Microsoft Go To Market Partner for Records Management World HQ- Belfast, Northern Ireland R&D in Redmond - Offices in US, UK, Germany, Spain, Australia Privately held 165+ Employees

Customers convince Financial Services Manufacturing Automotive Telecom Professional Services Government Utilities Others

Meridio the platform Intependent from Type + Source of Information E-mail Management + Archive (Exchange/Outlook/Notes) SAP Archive Link Interface (certified) Int low tfo m for Co eg mp rat lia ion nc e+ -+ Tr SO ain X, ing So co lut st ion +e s ffo rt Replication and Federation for worldwide distributed Systems Offline Function Fileplan represent the Organisation Pla Document Management Records Management Archiving and Storage-Management

Hierarchical Fileplan Usability and Control Feature for Records Managers A Fileplan is the structure that represents an organizations records classification scheme Used to classify records in context Every record must have a defined location within a fileplan A record may be classified in multiple locations within the fileplan Allows users work in common classifications A Hierarchical Fileplan provides an a familiar way for users and administrators to organize and classify records Essential for a Centralized approach to Records

Document / Record Lifecycle Corporate Control Publish/Declare and / or Activity Author control • Collaboration • Document Creation • Version Control DM with MOSS 2007 • Regulatory Compliance • Business Rules • Records Router • Audit trails • Life Cycle Management • Secure Archiving • ILM Storage management • Replication, Federation • Scalability • High security • Hierarchical Fileplan process / time RM Archive Transfer Destroy

Meridio provides… Massively scalable repository for storing all information of an organization Seamless access to that information through familiar Microsoft applications Storage devices, archive etc. Advanced Records Management Share. Point, Outlook, Office Flexible storage lifecycle management of content within an organization Securely, reliably, and meeting compliance requirements Do. D 5015, TNA, Moreq compliant Replication, Federation, Smart client functionality to support requirements of globally dispersed organizations

Customers No 1 Requirements Document and Records Management Requirements Manage business records which have long retention periods Drive retention and policy centrally Control and Share large amounts of information within an Organization Cost Efficiency in Storage Infrastructure Allowing non-active content in Share. Point to be stored externally in low cost storage Industry figures show the TCO of at least 2 X to maintain content inside of a SQL database over a file system There is an additional savings of almost 2 X by storing content in a special-purpose device, like EMC Centera or Net. APP Need for seamless end user experience Share. Point as a collaboration platform Use of Share. Point team sites to access information (whether it is active or not)

Requirements for Governance Key Organizational Goals Satisfy Regulatory Compliance Deliver the Right Information Manage the Proliferation of Information Enterprise Access and Performance Excellent Usability and Flexibility Control the Cost of Storage

Meridio Extends MOSS 2007 Regulated and Complex e. DRM Requirements Regulated Industries Manufacturing Financial Services Banking, Insurance, Brokerage Research & Dev Automobile, Plant, Energy, Oil & Gas and Utilities Sector Biotechnology, Pharma, Hi-tech-Industry Government Central Gov, Defense, Security and Intelligence Specialized Security Regional Government Information Complexity Multi-department, multi-site, multi-national Growing No of internal + external rules, regulations, laws Deal with the needs of long term Archiving Ongoing Litigation, Legal Discovery, Audit issues

Meridio and Office 2007 Hierarchical Records Classification Enterprise Policy Management High Volume Journaled e-Mail Physical Records Content Replication Cross-Repository Legal Discovery Records Re-use Information Lifecycle Management RM Standards Instant Message Capture Government Security Linking Records to ERP Data Manage Legacy Repositories Management of e-Mail Do. D Records Repository Collaboration Holds Policy Based File Plan Basic Content Services Document Level Security Record Routing

Meridio and MOSS for e. DRM How we work together Practical Scalability Information Complexity Information Management Regulatory Compliance Manage Storage Cost Specialized Security Application Specialization

Regulated Industries Require Comprehensive and Flexible Control from Meridio Increased Control for the Records Manager Enhanced Security and Auditing Centralized Control Delegating Authority to Records Administrators Controlling how much flexibility users have Meet Government and Industry Needs Weigh Security needs with Usability Specialized Content Management of Email and Instant Messages

Specialized Security Balancing Security and Usability Government and Regulated Industries have demanding security requirements that extend to the entire document lifecycle Additional Security at the feature and system level are needed to satisfy this requirement Meridio can deliver advanced security for the entire document lifecycle Ethical Walls “Government” or Security for Classified Processing Penetration testing

Microsoft 2007 + Meridio 5. 0 Microsoft brings records management to a wide audience in Office 2007 Meridio focuses on complex RM needs and market segments who have these high security - for Military, R&D, etc. scalability geographically, on User and content ILM, storage management and secure archiving replication, federation, offline high-volume email-management, instant message capture certification for DOD, TNA, PRO, etc. all with usage of familiar tools for e. DRM

Records Center Integration Meridio for Practical Scalability An organization wants to use out-of-the-box records functionality within Share. Point Routing via content types Share. Point Hold functionality Records Reports Retention of records driven by Share. Point policies Need to store records content externally In a compliance storage device (e. g. EMC Centera) In more cost-effective storage As active information within the daily processes of the organization To combine out-of-the-box records functionality with some advanced Meridio records functionality

Declaring a Record User selects a document to make it a record They send the Document to the Standard Records Repository

Routing Records through Meridio Records Content can be stored Externally in Meridio – but still be used within the Records Center

Meridio Records in the Records Center The Records appear as Smart Shortcuts in the Record Center

Smart Shortcut Records in Context with Collaboration Smart Shortcut links a Meridio Record to a Share. Point Collaboration Linkage is transparent to users Full access to the record through the collaboration Includes Records Metadata Fully Searchable in Share. Point Extend Records Re-Use to Share. Point No question if Share. Point Content has been made into a record Users do not loose track of the records made in the collaboration

Records Re-Use Turning Raw Content into Knowledge Records carry the memory of an organization Meridio leverages Records in Information Management Not just a discovery archive, but an active information source Delivers the Practical Capacity to support Records Re-use Where raw content is validated as a definitive, final record Environment where end users constantly access the records repository directly as an information source Meridio will Link Records to their source in Share. Point with a Smart Shortcut™

End User View of Record Re-Use The Smart Shortcut links the Team. Site back to the Meridio Records Repository

Administrative Interface A Smart Shortcut is Defined for this Document Library

Meridio Email Management in 2007 Server-Side capture Meridio continues to integrate with the Journal within Exchange 2007 Exchange journal rules combine with the Meridio rules for selecting which emails are stored as records Client-side capture The Meridio Outlook client gives access to the Meridio repository through Outlook – and allows users to store and categorize emails through drag-and-drop For organizations that organize and manage emails like a normal letter and fax - Outlook 2007 managed folders can be used to target the Meridio repository

Server-Side Email integration with Meridio Exchange Store Outlook Managed Folders Journal Rules (e. g. triggered by Classification) Exchange Journal Auto-Copy rules Meridio Functionality Email Listener Process IM Listener Process Filestore Listener Rules Engine Rules Meridio Rules Composer

Management of E-Mail Manually in Outlook Drag & Drop emails and attachments from Inbox to Meridio automatically capture the Metadata and index the content from the email and the attached documents Outlook rules can be used as well While stored in the Fileplan the appropriate Retention period become assigned User are familiar with the process because it’s pretty much the same than move emails to *. PST But emails then in context with the relevant Case (Order, contract, etc) User has the same responsibility for Letter, FAX and email Mailboxes (and Exchange-Server) and storage space become reduced Users are forced to decide and act

Practical Scalability Requirement to Leverage Records as Knowledge Users have to be “close” to the information they need to do their jobs Replication moves documents and records for performance and scalability Federation combines different systems into the same interface

Replication In geographically distributed environments, Replication is essential to achieve performance System A File Plan Meridio supports selective replication One to one One to Many Replication allows Meridio to meet the most demanding of performance needs in the face of broad geographic diversity in centralized implementations System B File Plan System C File Plan

Share. Point Storage Management ILM for Share. Point Content is migrated from Share. Point to Meridio automatically or manually Meridio ILM migrates content between storage devices Content continues to be accessible to users from within Share. Point document libraries and searching Regardless of storage device

Information Lifecycle Management Links content to its expected usage and value Document Storage Policy assigns a single Schedule to each piece of content Schedule 1 Schedule 2 Schedule 3 Rapid Access High Availability Low Cost Elsewhere Storage Class maps to target device Within a schedule any storage class whose conditions evaluate to true will store the content 60 days since content last accessed AND Not the latest version of the document AND File format is JPEG

Exposed in Policy Management Share. Point Policy is leveraged to define when content is migrated to External Storage

No Impact on the User Experience Document exhibits normal behavior in the Team. Site

No Impact on the User Experience Access like any other document

Meridio Solution for Governance Robust Information Management Facility Satisfies Regulatory Compliance Requirements Handle the highest volumes and most demanding geographic diversity Delivers Lowest Cost of Ownership in Storage With certified Document, Records and E-Mail Management Provides Enterprise-class Scalability Turns Content into Knowledge to drive an Organizations Information Management needs Robust Information Lifecycle Management (ILM) strategy Complements Office 2007 Leverage Office 2007 User Experience Delivers advanced Storage Management

Records. Management Statoil, Norway – 60% market share on Oil in Scandinavia “Meridio, together withwas Microsoft®, requirement to provide a records management Requirement general addresses EDRM andour Compliance capability to our employees quickly and without a major change management programme approx. 300. 000 new documents every month building on the Microsoft® collaboration platform”. Requirement to store and manage content for 50 years plus Ole Jorgensen, ICT Director, Statoil Microsoft has involved Meridio and won against well know competitors Microsoft renewed their EA agreement and replaced Notes with Exchange 25. 000 User in countries uses Meridio Share. Point Portal "Meridio has become an 29 important element within thevia Statoil Information Architecture Share. Point 2003 all of our essential business information assets. and will allow us to securely manage It will improve collaboration, MS Office introduce new business efficiencies and minimize compliance risk” Outlook Ole Jorgensen, ICT director, Statoil Replication EMC Centera

email - Management Conoco. Phillips - Housten, Texas - http: //www. conocophillips. com emails were year by year stored in local PST-files Microsoft brought Meridio “in the game”… - RFI, PROC, Pilot, … After six month Conoco. Phillips decide for Meridio Deep and transparent Integration in Microsoft Outlook, Office, . NET and Web, Storage management for the whole life cycle of content High security on content Integration in Exchange Server 100% Microsoft Platform for all Server’s Scalability for volume and also geographically without limit Reference Customer in same the Industry with the same structure and size “Best – Fit” for the email-Management and support regard the Compliance requirements at Conoco. Phillips Loss, no general access, no compliance, etc. They found approx. 45. 000 PST’s files with an average size of Ø 2 GB Conoco. Phillips did an evaluation of 12 vendors 35. 800 users, 43 location worldwide - revenue 2005 approx. 136 billion US ROI – shows up very soon Conoco can fulfil their compliance requirements first time ever since foundation Search, selection and presentation of content reduced from up to 500 MT to 2 to 8 MT First time ever they can reuse every ever generated information for “Best-Practice” and to be faster Well known Infrastructure, well known tools – Outlook

Summary Office 2007 Meridio combined with Share. Point provides External storage for archived data External storage for records in the records repository Collaboration on archived data Flexible management of information ILM for externally stored information Full integration with Office 2007 policy and records features, including workflow Seamless Office 2007 experience for end-users Advanced records management for companies with complex information requirements, or in highly regulated industries

Summary general 1. Secure Archiving, Document- and Records-Management 2. Deepest Integration in Office and SPS/MOSS – 100%. NET 3. Provides the platform for your Compliance and SOX – Solutions 4. Meets local and international Standards – DOD, TNA, Mo. Req, ISO, etc. 5. Low training- and integration effort and also TCO - high acceptance while using familiar interfaces 6. Enable distributed Infrastructure - from over the street to worldwide 7. Approved from 50 to >300 K User’s and hundred Millions of documents 8. All type of information also physical Records, emails and IM 9. certified SAP Interface 10. Best Performance and Cost-Balance for your stored content with ILM

Thanks for your time ! Your questions ? Günter Sandmann - General Manager Central- and Eastern Europe - Phone: email: Web: +49 700 637 434 61 g. sandmann@meridio. com http: //www. meridio. com