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Archiving and Retention NameTitleMicrosoft Corporation
Archiving and RetentionPart of our larger E2010 compliance story
Why Archive E-mail? Key drivers Volume As data volume grows, Outlook performance compromised
Mailbox quotas control volume but also encourage PSTs
PSTs add to further performance/management issues Retention Compliance adds to volume challenges
Regulations mandate specific retention periods for relevant email (SOX = 5 years, SEC rules = 6 years, HIPAA = 5-6 years) Discovery FRCP Amendments place strict timelines on discovery of email
Amendments cover all email from all sources, including PSTs
Retrieval costs can be HUGE (backup tapes, PSTs) The problems with PSTs Compliance, cost, reliability IT Pro Litigation hold can’t be enforced
PSTs cannot be easily discovered
Lost laptop results in exposure of PSTs
Backup/Recovery cost prohibitiveEnd User Accessible on local machine only
Can’t get to PSTs when needed
PST corruptions increase on network share
As PSTs grow, stability lessens (>5GB)E-mail Archiving Today What customers are telling us Poor User Experience Unfamiliar environment
Inability to search and/or access archived content
Clunky experience with OLK/OWA add-on Complex Administrative Experience  Outlook add-on install/performance issues
Separate search/management of primary and archive mailboxes

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Exchange server 2010 archiving and retention

  • 1. Archiving and Retention NameTitleMicrosoft Corporation
  • 2. Archiving and RetentionPart of our larger E2010 compliance story
  • 3. Why Archive E-mail? Key drivers Volume As data volume grows, Outlook performance compromised
  • 4. Mailbox quotas control volume but also encourage PSTs
  • 5. PSTs add to further performance/management issues Retention Compliance adds to volume challenges
  • 6. Regulations mandate specific retention periods for relevant email (SOX = 5 years, SEC rules = 6 years, HIPAA = 5-6 years) Discovery FRCP Amendments place strict timelines on discovery of email
  • 7. Amendments cover all email from all sources, including PSTs
  • 8. Retrieval costs can be HUGE (backup tapes, PSTs) The problems with PSTs Compliance, cost, reliability IT Pro Litigation hold can’t be enforced
  • 9. PSTs cannot be easily discovered
  • 10. Lost laptop results in exposure of PSTs
  • 11. Backup/Recovery cost prohibitiveEnd User Accessible on local machine only
  • 12. Can’t get to PSTs when needed
  • 13. PST corruptions increase on network share
  • 14. As PSTs grow, stability lessens (>5GB)E-mail Archiving Today What customers are telling us Poor User Experience Unfamiliar environment
  • 15. Inability to search and/or access archived content
  • 16. Clunky experience with OLK/OWA add-on Complex Administrative Experience Outlook add-on install/performance issues
  • 17. Separate search/management of primary and archive mailboxes
  • 18. Concerns over reliability of hosted archive vendorsHigh Costs Separate archive licenses
  • 19. Additional archive management costs Personal ArchiveOverview A secondary mailbox that is configured by the administrator Appears alongside a user’s primary mailbox in Outlook or Outlook Web Access. PSTs can be dragged and dropped to the Personal ArchiveMail in primary mailbox can be moved automatically using Retention Policies Archive quota can be set separately from primary mailbox
  • 20. Personal ArchiveUser experienceUser can view, read, navigate, flag and reply to archived mail same as live mail Folder hierarchy from primary mailbox maintained Reply to message in archive puts message in live mail sent items (same as PSTs) User gets conversation view scoped to Archive (same as PSTs)
  • 21. Personal Archive Search Option to search archive only or both live and archived mail Advanced search options work across live and archived mail8
  • 22. Retention PolicesAt the folder or item levelPolicy automatically deletes email after x days Policies applied to all mail within a folderPolicies automatically move mail to archive after x days Expiration date label
  • 23. Multi-Mailbox Search Simple, role-based GUIDelegate access to search to HR, compliance, legal manager Search all mail items (email, IM, contacts, calendar) across primary mailbox, archivesFiltering includes: sender, receiver, expiry policy, message size, sent/receive date, cc/bcc, regular expressions, IRM protected items
  • 24. Multi-MailboxSearchAdditional eDiscovery features Search specific mailboxes Export search results to a specific mailbox or SMTP addressRequest email alert when search is complete
  • 27. Journal Decryption Server decryption agent Include clear text copies of protected messages and attachments in journal mailbox
  • 28. Enable virus scanning, content filtering, and content based rules on IRM-protected messagesExchange 2010 Archiving and Retention Key Benefits Summary Seamless User Experience Move PSTs manually into Personal Archive folder for discovery
  • 29. Move mail in primary automatically into Personal Archive to manage quota
  • 30. Access archive through Outlook or OWA
  • 31. Apply retention policies, Search across primary mailbox and Personal ArchiveStreamlined Administrative Experience Leverage familiar Exchange management tools across all primary and archive mailboxes (retention policies, litigation hold, multi-mailbox search)
  • 32. Delegate compliance-related functions to non-IT compliance officers, legal, HR through easy-to-use GUIReduced Costs No additional archive licenses (archive is part of Exchange 2010 ECAL)
  • 33. No separate archive to manage = lower administrative costs
  • 34. Option to use DAS-SATA storage architecture to reduce storage costs Archiving and Retention demo
  • 35. © 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.