ICC

IBM Content Collector v2.
© 2007 IBM Corporation 1

Information Management Software | Enterprise Content Management
IBM Content Collector is the Next Version of CommonStore, Email

Manager, Records Crawler
CommonStore
IBM Content Collector for
Email CM8
Email Manager
+
IBM Content Collector for
Records Crawler P8
File Systems
IBM Content Collector for Email becomes follow on to CommonStore

and Email Manager
IBM Content Collector for File Systems becomes follow on to
Records Crawler
New capability available for CS, EM, RC customers
Content Collector upgrade requires no migration of e-mail or
documents in the repository
© 2007 IBM Corporation

2
What is Content Collection and Archiving?
E-mail Archiving Content Collection and Archiving

The process of archiving e-mail content to The process of collecting, enhancing and
improve storage / mail server efficiencies managing virtually all types of content,
regardless of creation type and storage
mechanism
Limited business value: Expanded business value

Reduce operational problems introduced by Enable organizations to take back control
the growing volume/size of e-mail and other and unlock business value of content, while
content stores enforcing compliance and operational
Value limitations due to: policies, all with lowest total cost
– Limited usage & functionality Limitations removed with:
– Creates information silos – Advanced usage & functionality
High total cost of ownership – No information silos
– Fixed cost per silo, repeated for each Reduced total cost of ownership
silo – Variable costs leveraged across a
– Each silo may require additional custom common infrastructure
integration costs for advanced function – Advanced function already pre-
Siloed decision integrated
Strategic decision

3
What is IBM Announcing?
A family of Content Collection and

Archiving offerings and partner
solutions based on a modular,
extensible architecture that enables
organizations to take back control
and unlock business value of
content, while enforcing compliance
and operational policies, all with
lowest total cost of ownership
New offerings being announced:

IBM Content Collector for Email
IBM Content Collector for File Systems
IBM Content Collector Enterprise Bundle
IBM Content Collector Preload Edition
Expanded partner solutions and ecosystem
4
IBM Content Collector for Email V2.1

A Content Collection & Archiving offering that collects, enhances and manages
Lotus Notes or Microsoft Exchange e-mail
Key Features
Enables eDiscovery, Records Management, Reduces storage requirements and increases

and/or Business Process Management of e- operational efficiency of e-mail servers with mailbox
lifecycle management tools including stubbing and
mail, together with other forms of content via
de-duplication
use of a common ECM infrastructure.
Rich end user capability including previewing of
Powered by ZeroClick policy enforcement archived e-mail, opening from stubs, restoring to in-
box, restubbing, searching, and support for Oulook
Web Access, iNotes and web browser access
Offline user support provides end users with access
to their archived e-mail even when not connected to
the repository
Simplified and flexible configuration and
administration
Automated, policy driven (ZeroClick) collection &
archiving of e-mail; Journaling and manual options
also available
Support for CM8 or FileNet P8 repositories

5
IBM Content Collector for File Systems V2.1

A Content Collection & Archiving offering that collects, enhances and manages
Windows NTFS file system content
Key Features
Enables eDiscovery, Records Management, Reduces storage requirements and increases

and/or Business Process Management of operational efficiency of file systems with stubbing
and de-duplication
files, together with other forms of content via
use of a common ECM infrastructure. Simplified and flexible configuration and
administration
Powered by ZeroClick policy enforcement
Automated, policy driven (ZeroClick) collection &
archiving of files based on monitoring file systems
or folders. Manual collecting & archiving also
available
Automatically replicate fileshare source folder
structure in P8 and automatically assign folder or
file names based upon document metadata.
Metadata in CSV and XML files can be
automatically associated with fileshare documents
Support for CM8, FileNet P8 or FileNet Image
Services repositories

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IBM Content Collector Enterprise Marketing Bundle
A single Content Collection and Includes:

Archiving bundle that IBM Content Collector for Email V2.1
collects, enhances and IBM Content Collector for File Systems
manages casually created V2.1
content types that contain IBM FileNet Connector for SharePoint
the most cost and risk ... E- Document Libraries V2.2
mail (Domino or Exchange), IBM Classification Module V8.5
File Systems (Windows
NTFS), and SharePoint – Supports CM8 or FileNet P8
along with advanced
Contextual Classification
E-mail
File Systems CM8
SharePoint
P8
Advanced
Classification

7
Release Timeframe
Market Launch: 20 Oct

Announcement: 21 Oct
eGA (English): 14 Nov
eGA (NLV) 12 Dec

8
IBM Content Collection and Archiving Architecture

Modular and Extensible … Powered By New Task Routing
Policy &
Source Connectors Task Routing Target Connectors
MESSAGING / E-MAIL Engine IBM NATIVE
Microsoft Exchange FileNet P8
Lotus Domino CM8
Novell GroupWise FileNet Image Services
PST content FileNet Content Services
Task Connectors
Instant Messaging (3rd party) CMOD
NSF content Tivoli Storage Manager
INTERNAL TASKS
Copy / Move / Delete / Stub
FILE SYSTEMS De-Duplication CUSTOM / OTHER
Microsoft File System Microsoft File System
Rules-Based Classification
Desktops IBM Content Integrator
Other File Systems CMIS
OTHER 1
Microsoft SharePoint
EXTERNAL TASKS
2
Records Declaration
Advanced Classification
Rendering (3rd party)
3
IBM Content Integrator
CMIS
CUSTOM TASKS
Tivoli Storage Manager
API Support / Partner Apps
Backup Tapes
Encryption
Available now
System Lookups
CUSTOM Future options
3rd Party Rules / Policy Mgt
API Support

9
IBM Content Collector Family

How it Works
Archive for Storage or Mailbox Mgt

Collect for eDiscovery
Capture / Declare as Records
Reconnect Disconnected Content
Manage as Part of Business Process
Coexistence with Archive Silos

Control Unsecure Content Locations

10

How it Works
Policy Management UI
Manage Policies / Rules for
Sources, Tasks and Targets
(including basic classification)
Configure Task Routing
including 3rd Party Applications
Coexistence with Archive Silos

Control Unsecure Content Locations

11

How it Works
IBM Classification Module

Coexistence with Archive Silos Leverage Task Routing for
Control Unsecure Content Locations Advanced Classification

12

How it Works
Choice of
Archive for Storage or Mailbox Mgt Repository
CM8 Repository & HSM
• Repository & Integrated TSM
• Search & Retrieval
• eDiscovery Search & Analytics
• Records Management
FileNet Image Services

• Repository & Storage Connectors
• Federated Records Management
FileNet P8 “Active Content”

• Federated Search & Retrieval
IBM Classification Module • Business Process Services
Coexistence with Archive Silos Leverage Task Routing for • Active Content Services
Control Unsecure Content Locations Advanced Classification • Compliance Services

13

How it Works
Choice of
Monitor Classify MANAGE
Identify & Task & within ECM FileNet Image Services
COLLECT ENHANCE Platform • Search & Retrieval


14

How it Works
Choice of
Monitor Classify MANAGE
Identify & Task & within ECM FileNet Image Services
COLLECT ENHANCE Platform • Search & Retrieval
ACTIVATE
CONTENT
• Federated Trigger
Records Management
Processes

15
Task Routing Engine Supports More Than Archiving
Traditional archiving Content Collector Task Routing Architecture enables

limited to fixed flexible routing and configuration for processing of
straight-through internal and external instructions (or tasks)
model
Task Connectors Task Routing
INTERNAL TASKS
Copy / Move / Delete / Stub
De-Duplication
Rules-Based Classification
EXTERNAL TASKS
Records Declaration
Advanced Classification
Rendering (3rd party)
CUSTOM TASKS
API Support / Partner Apps
Encryption
System Lookups
3rd Party Rules / Policy Mgt

16
New Features in ICC for Email Manager Customers
Support for eDiscovery Manager

Off-line access to archived e-mail
Search repository for e-mail from Exchange/Notes client
Restore e-mail from repository
Outlook Web Access (OWA) and iNotes support
Improved system scaling for e-mail
“Stub” lifecycle capabilities

17
Email Manager features not in ICC v.2.1
Manual E-mail Capture – Add Custom Metadata

Microsoft Exchange 2003/2007 Public Folders
Change Icon/Stub/Delete in Mailbox of Recipient/All
Recipients
Lotus Notes client plug-in
EMM 4.02 only:
– Microsoft Exchange Custom Property Support
– Monitor multiple E-mail Sources with a Single EMM Server

18
Email Manager -> ICC Upgrade Considerations

Upgrade Blockers – Customer unable to upgrade unless they change
their platform/archive processes
– If platform/repository combination required is not supported
– If manual capture requiring an icon change/stub/delete in all e-mail
recipients folders for which the e-mail has been captured is required
– Manual capture where the user needs to add custom metadata at the
time of e-mail capture
Upgrade Caution - Confirm ability to support specific use case before
proceeding on an upgrade
– Customers using Microsoft Exchange public folders may not be able to
replicate deployment using foldering feature in ICC.
– Lotus Domino customers using the client plug-in will change to using
template changes for the client. May be an issue for some customers.

19
New Features in ICC for CommonStore Customers
New Configuration Manager

Simplified installation incl. templates
Improved scale-out for e-mail (e.g. Load Balancing)
New unified search for e-mails
– Searching for e-mails from Outlook Web Access (OWA)
E-mail preview prior to restore
“Stub” lifecycle capabilities
Plug-in for new task modules when released
– IBM Classification Engine

20
CommonStore features not in ICC v.2.1
Integration of IBM Records Manager (IRM)

Microsoft Exchange 2003/2007 Public Folders
Data Model changed
– The only supported Item Type Classification in Content Manager
is “Resource Item”
Archiving for non-e-mail Domino databases
Support for DXL Format
Format conversion

21
CommonStore -> ICC Upgrade Considerations
Upgrade Blockers
– If platform/repository combination required by customer is not
supported by ICC and they will not consider changing.
– If customer require IRM Integration and manual declaration of e-mails
– Customers using Microsoft Exchange public folders may not be able to
replicate deployment using foldering feature in ICC.
– Confirm ability to support specific use case before proceeding on
an upgrade.
– Lotus Domino customers archiving from databases other than
mailboxes
– Lotus Domino customers using DXL as archiving format may not be
able to switch to the plain format.

22
CS, EM, and RC to ICC v2.1 Migration
Customers will be able to upgrade from CommonStore, Email

Manager, and Records Crawler without migrating their data or losing
the use of existing e-mail stubs (shortcuts).
Due to the new Configuration Manager, in most cases, customer

upgrades require a server side installation and migration of current
configurations to ICC. Lab services should be contacted for
assistance.
Recommendation: Customers need to understand the following

slides for their installation to determine if and when they should
migrate to ICC.

23

24

25
Screenshot from search/view

26
Product Dependencies: Platform Support

ICC Server OS Target Repositories (E-mail)
– Windows 2003 & 2008 – Content Manager 8.3+ on
Repository Database (#) Windows/AIX/Solaris (DB2 only)
– FileNet P8 4.0+
– DB2 v9.1 or v9.5 (P8 & CM8)
Target Repositories (Files)
– Oracle 10g and 11 (P8 only) – Content Manager 8.3+ on
– SQL Server 2007 (P8 only) Windows/AIX/Solaris (DB2 only)
Source Repositories – FileNet Image Services
– FileNet P8 4.0+
– Microsoft Exchange/Outlook
2003 & 2007 including .PST
– Lotus Domino/Notes 7.x, &
Lotus Domino/Notes 8.x
– Microsoft Fileshare (NTFS)

27
Summary
IBM Content Collection and IBM Content Collection and

Archiving is part of a Archiving:
comprehensive platform More than e-mail
approach for Compliant More than archiving
Information Management More than an isolated solution
One ECM-based platform to
Collect, Enhance and Manage
CM8
+
“Enterprises need consistent content management
approaches to contend with the explosive volume
P8
and diversity of content… Working with ECM
infrastructures and ecosystems helps avoid Visit the IBM Content Collection
technology silo chaos.” and Archiving website
– “The Impact of Convergence On Content Management, Archiving, And
Retention Policies”, Forrester Research, Inc., October 15, 2008

28
Configuration Manager
Workflow-like designer
Flexible email and document capture and processing
options
Multiple conditional rules
– determine if content should be captured, and
– how/where it should be captured
Supports centralized configuration of multiple servers
Stores all configuration data in the datastore
Configuration templates are available for simplified start
with standard use cases
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Screenshot of CFGMGR

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Stub Lifecycle Capabilities
Less content in e-mail stub

31
Email Connector
Provides support for Lotus and Exchange email

archiving
Features for email archiving are

– Automatic journal archiving for compliance
– Automatic and manual mailbox archiving
– Email stub lifecycle management
Collecting and archiving Mail Archives
– Stubs can be moved to user’s mailbox

32
File System Connector
Provides support for archiving files on NTFS file

systems
Features for file system archiving are

– Scanning local and remote drives or computers for files
– Monitoring set locations for files
– Replacing files with shortcuts to archived copies of files

33
End User Access
It provides applications for interactive end user requests for

– Viewing emails in a web browser without restoring
– Restoring emails back into the mailbox
– Searching for archived emails in the repository
All actions can be triggered directly from within the email
clients
Communication between clients and server is secured
using Https protocol

34
Mail Client Integration

A rich set of functions is offered for end users
All clients support

– Manual archiving by user selection
– Manual archiving using monitored folders
– Restoring archived mails into the mailbox
– Manual restubbing of restored mails
– Viewing stubbed mails and attachments in a web browser
– Searching in the repository for user’s mails
In addition, MS Outlook and Lotus Notes clients provide
offline repository support
– A local copy of archived mails is maintained
– If the user is offline, access to stubbed mails is handled
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locally
ICC Outlook Web Access Functions
Enable thin Outlook clients for a rich set of features
A separate installation package will be installed on the

OWA Server
Automatically deploys ICC functions in addition to the
standard OWA functions
Configuration is managed in ICC Configuration Manager
Administrator can enable and disable available features
centrally

36
OWA Screenshot

37
iNotes Screenshot

38

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IBM Content Collector v2.

© 2007 IBM Corporation 1

IBM Content Collector is the Next Version of CommonStore, Email

IBM Content Collector for Email becomes follow on to CommonStore

© 2007 IBM Corporation

What is Content Collection and Archiving?

E-mail Archiving Content Collection and Archiving

Limited business value: Expanded business value

© 2007 IBM Corporation

What is IBM Announcing?

A family of Content Collection and

New offerings being announced:

IBM Content Collector for Email V2.1

Enables eDiscovery, Records Management, Reduces storage requirements and increases

© 2007 IBM Corporation

IBM Content Collector for File Systems V2.1

Enables eDiscovery, Records Management, Reduces storage requirements and increases

© 2007 IBM Corporation

IBM Content Collector Enterprise Marketing Bundle

A single Content Collection and Includes:

© 2007 IBM Corporation

Market Launch: 20 Oct

© 2007 IBM Corporation

IBM Content Collection and Archiving Architecture

© 2007 IBM Corporation

IBM Content Collector Family

Archive for Storage or Mailbox Mgt

Coexistence with Archive Silos

© 2007 IBM Corporation

IBM Content Collector Family

Coexistence with Archive Silos

© 2007 IBM Corporation

IBM Content Collector Family

IBM Classification Module

© 2007 IBM Corporation

IBM Content Collector Family

FileNet Image Services

FileNet P8 “Active Content”

© 2007 IBM Corporation

IBM Content Collector Family

FileNet P8 “Active Content”

© 2007 IBM Corporation

IBM Content Collector Family

© 2007 IBM Corporation

Task Routing Engine Supports More Than Archiving

Traditional archiving Content Collector Task Routing Architecture enables

Task Connectors Task Routing

© 2007 IBM Corporation

New Features in ICC for Email Manager Customers

Support for eDiscovery Manager

© 2007 IBM Corporation

Email Manager features not in ICC v.2.1

Manual E-mail Capture – Add Custom Metadata

© 2007 IBM Corporation

Email Manager -> ICC Upgrade Considerations

© 2007 IBM Corporation

New Features in ICC for CommonStore Customers

New Configuration Manager

© 2007 IBM Corporation

CommonStore features not in ICC v.2.1

Integration of IBM Records Manager (IRM)

© 2007 IBM Corporation

CommonStore -> ICC Upgrade Considerations