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Front coverIBM Enterprise Content Managementand IBM Information ArchiveProviding the Complete SolutionDiscusses the concept behind theIBM Smarter Archive strategyProvides an overview of InformationArchive and ECM offeringsDetails the benefits and technicalaspects of the product integrationWei-Dong ZhuRoger BacalzoJohn CliftonAhmed DewidarGuillermo GomezHassan Shazlyibm.com/redbooksRedpaper

International Technical Support OrganizationIBM Enterprise Content Management andInformation Archive: Providing the CompleteSolutionJanuary 2011REDP-4692-00

Note: Before using this information and the product it supports, read the information in“Notices” on page vii.First Edition (January 2011)This edition applies to Version 5, Release 0 of IBM FileNet P8 Platform products, and Version 1,Release 2, of IBM Information Archive (program number 5608-IAF).This document created or updated on January 19, 2011. Copyright International Business Machines Corporation 2011. All rights reserved.Note to U.S. Government Users Restricted Rights -- Use, duplication or disclosure restricted by GSA ADPSchedule Contract with IBM Corp.

ContentsNotices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viiTrademarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viiiPreface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ixThe team who wrote this paper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xNow you can become a published author, too! . . . . . . . . . . . . . . . . . . . . . . . . . xiComments welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiiStay connected to IBM Redbooks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiiChapter 1. End-to-end Smart Archive solutions with theIBM Smart Archive strategy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.1 Executive summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21.2 The history of archiving . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21.2.1 Reasons behind archiving . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21.2.2 Archiving technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31.3 Archiving compared to backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41.3.1 Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41.3.2 Archiving . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41.4 The IBM Smart Archive strategy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51.5 IBM solutions for the Smart Archive strategy . . . . . . . . . . . . . . . . . . . . . . . 81.6 The Information Archive device and ECM . . . . . . . . . . . . . . . . . . . . . . . . . . 91.6.1 End-to-end Smart Archive solutions . . . . . . . . . . . . . . . . . . . . . . . . . 101.7 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Chapter 2. Introducing the IBM Information Archive device . . . . . . . . . . . 132.1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142.2 Archiving and retrieving information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152.3 Collections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152.4 Information protection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162.5 Retention policies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172.6 Data encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182.7 Disaster recovery protection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182.8 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Chapter 3. Introducing IBM Enterprise Content Management . . . . . . . . . 213.1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223.2 Essential ECM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223.2.1 IBM FileNet Content Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233.2.2 IBM Content Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Copyright IBM Corp. 2011. All rights reserved.iii

3.2.3 IBM Content Manager OnDemand . . . . . . . . . . . . . . . . . . . . . . . . . . 243.2.4 IBM Datacap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253.2.5 IBM FileNet Capture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253.3 Advanced case management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263.4 Information life cycle governance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273.4.1 Content Analytics for Assessment . . . . . . . . . . . . . . . . . . . . . . . . . . 273.4.2 Content Collection and Archiving . . . . . . . . . . . . . . . . . . . . . . . . . . . 283.4.3 Advanced Classification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293.4.4 Records Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303.4.5 eDiscovery Search and Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . 303.5 Trusted Content Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313.6 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Chapter 4. Integrating IBM FileNet P8 with the Information Archivedevice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 374.1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 384.2 IBM FileNet P8 Platform overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 384.3 Integration architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 394.3.1 Deployment model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 404.3.2 Data model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 424.3.3 Retention . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 444.3.4 Hierarchical storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 474.4 Integration implementation example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 484.4.1 Configure the Information Archive device . . . . . . . . . . . . . . . . . . . . . 484.4.2 Install the Tivoli Storage Manager client . . . . . . . . . . . . . . . . . . . . . . 524.4.3 Configure the Content Engine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 544.4.4 Test the integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 634.5 Hints and tips. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 684.5.1 Best practices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 684.5.2 FileNet P8 configuration troubleshooting . . . . . . . . . . . . . . . . . . . . . 694.5.3 Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 694.6 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70Chapter 5. Integrating IBM Content Manager with the Information Archivedevice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 715.1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 725.2 IBM Content Manager overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 725.2.1 IBM Content Manager architecture . . . . . . . . . . . . . . . . . . . . . . . . . . 735.2.2 Benefits of using an Information Archive device with IBM ContentManager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 765.3 Integration architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 785.3.1 Deployment model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 785.3.2 Data model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80ivIBM Enterprise Content Management and Information Archive: Providing the Complete Solution

5.3.3 Retention . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 815.3.4 Hierarchical storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 855.4 Integration implementation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 865.4.1 Configure Tivoli Storage Manager . . . . . . . . . . . . . . . . . . . . . . . . . . 865.4.2 Configure the Resource Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . 905.4.3 Test the integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 985.5 Hints and tips. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1015.5.1 Configuring storage system . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1015.5.2 Staging folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1025.5.3 Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1025.6 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102Chapter 6. Integrating IBM Content Manager OnDemand with theInformation Archive device . . . . . . . . . . . . . . . . . . . . . . . . . . . 1036.1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1046.2 IBM Content Manager OnDemand overview. . . . . . . . . . . . . . . . . . . . . . 1046.2.1 Cache storage manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1066.2.2 Archive storage manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1066.3 Integration architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1076.3.1 Supported configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1086.3.2 Content Manager OnDemand data stored in the Information Archivedevice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1096.3.3 Content Manager OnDemand data migration to the Information Archivedevice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1096.3.4 Retention: Coordinating Tivoli Storage Manager and Content ManagerOnDemand policies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1106.3.5 Protecting data with the data retention protection protocol . . . . . . . 1116.4 Integration implementation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1116.4.1 Integrate Content Manager OnDemand with the Information Archivedevice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1126.4.2 Modify the configuration files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1156.4.3 Customize the setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1196.4.4 Test the integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1266.5 Hints and tips. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1286.5.1 Coordinating Tivoli Storage Manager and OnDemand policies . . . 1286.5.2 Ensuring that the Information Archive device is properly installed . 1286.6 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128Chapter 7. IBM Information Archive for Email, Files, and eDiscovery . . 1317.1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1327.2 The solution bundle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1337.3 Solution configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1357.4 Use cases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137Contentsv

7.4.1 Use case 1: Mailbox archiving, file archiving, and eDiscovery forcompliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1377.4.2 Use case 2: Archiving for storage and business optimization . . . . . 1387.5 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138Related publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141IBM Redbooks publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141Online resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141How to get Redbooks publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142Help from IBM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142viIBM Enterprise Content Management and Information Archive: Providing the Complete Solution

NoticesThis information was developed for products and services offered in the U.S.A.IBM may not offer the products, services, or features discussed in this document in other countries. Consultyour local IBM representative for information on the products and services currently available in your area.Any reference to an IBM product, program, or service is not intended to state or imply that only that IBMproduct, program, or service may be used. Any functionally equivalent product, program, or service thatdoes not infringe any IBM intellectual property right may be used instead. However, it is the user'sresponsibility to evaluate and verify the operation of any non-IBM product, program, or service.IBM may have patents or pending patent applications covering subject matter described in this document.The furnishing of this document does not give you any license to these patents. You can send licenseinquiries, in writing, to:IBM Director of Licensing, IBM Corporation, North Castle Drive, Armonk, NY 10504-1785 U.S.A.The following paragraph does not apply to the United Kingdom or any other country where suchprovisions are inconsistent with local law: INTERNATIONAL BUSINESS MACHINES CORPORATIONPROVIDES THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS ORIMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NON-INFRINGEMENT,MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimerof express or implied warranties in certain transactions, therefore, this statement may not apply to you.This information could include technical inaccuracies or typographical errors. Changes are periodically madeto the information herein; these changes will be incorporated in new editions of the publication. IBM maymake improvements and/or changes in the product(s) and/or the program(s) described in this publication atany time without notice.Any references in this information to non-IBM Web sites are provided for convenience only and do not in anymanner serve as an endorsement of those Web sites. The materials at those Web sites are not part of thematerials for this IBM product and use of those Web sites is at your own risk.IBM may use or distribute any of the information you supply in any way it believes appropriate withoutincurring any obligation to you.Information concerning non-IBM products was obtained from the suppliers of those products, their publishedannouncements or other publicly available sources. IBM has not tested those products and cannot confirmthe accuracy of performance, compatibility or any other claims related to non-IBM products. Questions onthe capabilities of non-IBM products should be addressed to the suppliers of those products.This information contains examples of data and reports used in daily business operations. To illustrate themas completely as possible, the examples include the names of individuals, companies, brands, and products.All of these names are fictitious and any similarity to the names and addresses used by an actual businessenterprise is entirely coincidental.COPYRIGHT LICENSE:This information contains sample application programs in source language, which illustrate programmingtechniques on various operating platforms. You may copy, modify, and distribute these sample programs inany form without payment to IBM, for the purposes of developing, using, marketing or distributing applicationprograms conforming to the application programming interface for the operating platform for which thesample programs are written. These examples have not been thoroughly tested under all conditions. IBM,therefore, cannot guarantee or imply reliability, serviceability, or function of these programs. Copyright IBM Corp. 2011. All rights reserved.vii

TrademarksIBM, the IBM logo, and ibm.com are trademarks or registered trademarks of International BusinessMachines Corporation in the United States, other countries, or both. These and other IBM trademarkedterms are marked on their first occurrence in this information with the appropriate symbol ( or ),indicating US registered or common law trademarks owned by IBM at the time this information waspublished. Such trademarks may also be registered or common law trademarks in other countries. A currentlist of IBM trademarks is available on the Web at http://www.ibm.com/legal/copytrade.shtmlThe following terms are trademarks of the International Business Machines Corporation in the United States,other countries, or both:AIX DB2 developerWorks FileNet i5/OS IBM Lotus OmniFind OS/400 pSeries Quickr Redbooks Redpaper Redbooks (logo)System i System Storage System x System z Tivoli WebSphere z/OS zSeries The following terms are trademarks of other companies:Microsoft, Windows, and the Windows logo are trademarks of Microsoft Corporation in the United States,other countries, or both.UNIX is a registered trademark of The Open Group in the United States and other countries.Linux is a trademark of Linus Torvalds in the United States, other countries, or both.Other company, product, or service names may be trademarks or service marks of others.viiiIBM Enterprise Content Management and Information Archive: Providing the Complete Solution

PrefaceThe need to archive information is on the rise, driven by content and data growth,regulatory compliance, legal discovery, and data protection requirements. TheIBM Smart Archive strategy is a comprehensive, unified, and integrated archivestrategy that combines IBM software, systems, and service capabilities that aredesigned to help organizations extract value and to gain new intelligence frominformation by collecting, organizing, analyzing, and using that information.IBM Enterprise Content Management (ECM) products and offerings combinedwith the IBM Information Archive device provides the type of end-to-end SmartArchive solution that is a critical component of the IBM Smart Archive strategy.This IBM Redpaper publication focuses on the benefit and technical details ofthe integration of ECM products and offering with the Information Archive device.We explain the need and concept behind the IBM Smart Archive strategy, providean overview of the Information Archive device and ECM products and offerings,and discuss how integrating them can benefit an organization. The technicaldetails that we provide include integrating the Information Archive device with thefollowing ECM products and offerings: IBM FileNet P8 IBM Content Manager IBM Content Manager OnDemandThe Information Archive for Email, Files, and eDiscovery solution comes with thepreintegrated and preconfigured Information Archive device and the preinstalledECM software.The paper introduces technical sales people and IT specialists to the IBM SmartArchive strategy and the integration of Information Archive and ECM productsand offerings. At the same time, it provides IT specialists specific guidance aboutperforming the integrations. Copyright IBM Corp. 2011. All rights reserved.ix

The team who wrote this paperThis paper was produced by a team of specialists from around the world workingat the International Technical Support Organization (ITSO), Rochester Center.Wei-Dong Zhu (Jackie) is an Enterprise Content Management Project Leaderwith ITSO. Jackie joined IBM in 1996 and has more than 10 years of softwaredevelopment experience in accounting, image workflow processing, and digitalmedia distribution. She is a Certified Solution Designer for IBM Content Managerand has managed and led the production of many Enterprise ContentManagement IBM Redbooks publications. Jackie holds a Master of Sciencedegree in Computer Science from the University of the Southern California.Roger Bacalzo is a Senior Software Engineer in the IBM Enterprise ContentManagement group based in Seattle, Washington, U.S. Roger holds a Masters ofScience degree from the University of Colorado. He has over 20 yearsexperience in enterprise software development with the past 5 years in thestorage development group of IBM FileNet Content Manager. His areas ofexpertise in the IBM FileNet Content Manager product include content storage,content federation services (CFS), and content search. Roger is published inthese areas on IBM Redbooks and developerWorks .John Clifton is the Technical Strategist for IBM Enterprise Content Managementin the U.K. and Ireland. John has more than 15 years of experience in enterprisecontent management and the last 10 years working for IBM. John supports largeFinancial Services organizations. He acts as an advisor to customers on complexprojects, where multiple products are involved or where product choice is notclear. John also serves as a representative of the technical community for theU.K. and Ireland ECM management team. John is a Chartered Engineer andChartered IT Professional with a broad knowledge of and experience in IT,including software development, consulting, and project management.Ahmed Dewidar is an IBM Enterprise Content Management Technical SalesSpecialist in Middle East and North Africa. Ahmed has over 5 years experiencewith ECM technical sales in the region. Due to his knowledge in ECM, Ahmedattained his Level 1 Certification for IT Specialist. Ahmed is also IBM CertifiedSolution Designer for IBM Content Manager v8.3 and IBM Certified Designer forFileNet Content Manager 4.5. Due to his engagements with customers, Ahmed isfocused primarily on the essential content and advanced case managementwaves portfolio, out of the four waves of IBM ECM innovations.Guillermo Gomez is a Product Manager in the Storage-Archiving group andformer Software Engineer in the IBM System i with more than 13 years ofexperience. He is based in Guadalajara, Mexico. Guillermo joined IBM in 1996 inthe Software Development area. As a part of the IBM Smart Archive strategy,xIBM Enterprise Content Management and Information Archive: Providing the Complete Solution

Guillermo leads the integration phase through testing phase of the IBMInformation Archive for Email, Files, and eDiscovery solution.Hassan Shazly (Al) is a Senior Software Engineer and Manager in the U.S. Hehas 35 years of experience in Information Systems. He holds a Ph.D. in RemoteSensing and Image Processing from the University of South Carolina. Al joinedIBM in 1996. His current areas of expertise include Content Manager andContent Manager OnDemand for z/OS . He has written multiple articles andpresented at several conferences on topics including ECM, client and servertechnology, image processing, and systems performance.Thanks also to the following people for their contributions to this project:Servando VarelaAliye Ozcan ErgulenBen BoltzPatrick ChesnotBob KreuchDavid LebutschRuth Hildebrand-LundIBM Software GroupFrank BoernerRoland HoppeRene WuellenweberIBM Global Technical ServicesManuel Avalos VegaIBM Systems and Technology GroupNow you can become a published author, too!Here’s an opportunity to spotlight your skills, grow your career, and become apublished author—all at the same time! Join an ITSO residency project and helpwrite a book in your area of expertise, while honing your experience usingleading-edge technologies. Your efforts will help to increase product acceptanceand customer satisfaction, as you expand your network of technical contacts andrelationships. Residencies run from two to six weeks in length, and you canparticipate either in person or as a remote resident working from your homebase.Prefacexi

Find out more about the residency program, browse the residency index, andapply online at:ibm.com/redbooks/residencies.htmlComments welcomeYour comments are important to us!We want our papers to be as helpful as possible. Send us your comments aboutthis paper or other IBM Redbooks publications in one of the following ways: Use the online Contact us review Redbooks form found at:ibm.com/redbooks Send your comments in an e-mail to:redbooks@us.ibm.com Mail your comments to:IBM Corporation, International Technical Support OrganizationDept. HYTD Mail Station P0992455 South RoadPoughkeepsie, NY 12601-5400Stay connected to IBM Redbooks Find us on Facebook:http://www.facebook.com/IBMRedbooks Follow us on Twitter:http://twitter.com/ibmredbooks Look for us on LinkedIn:http://www.linkedin.com/groups?home &gid 2130806 Explore new Redbooks publications, residencies, and workshops with theIBM Redbooks weekly sf/subscribe?OpenForm Stay current on recent Redbooks publications with RSS Feeds:http://www.redbooks.ibm.com/rss.htmlxiiIBM Enterprise Content Management and Information Archive: Providing the Complete Solution

1Chapter 1.End-to-end Smart Archivesolutions with theIBM Smart Archive strategyThe IBM Smart Archive strategy is a comprehensive, unified, integrated, andinformation-aware archive strategy. Many IBM solutions, services, and offeringsare available that derive from the Smart Archive strategy. The end-to-end SmartArchive solutions that are created by combining the IBM Enterprise ContentManagement portfolio of software products and offerings with the IBMInformation Archive compliance storage hardware offer the most value from thehardware, software, and associated service elements.This chapter introduces the IBM Smart Archive strategy and the end-to-endSmart Archive solutions that use Enterprise Content Management (ECM) andthe Information Archive device. It includes the following topics: Executive summaryThe history of archivingArchiving compared to backupThe IBM Smart Archive strategyIBM solutions for the Smart Archive strategyThe Information Archive device and ECMSummary Copyright IBM Corp. 2011. All rights reserved.1

1.1 Executive summaryThe need to archive information is on the rise, driven by content and data growth,regulatory compliance, legal discovery, and data protection requirements. Withthese ever-increasing requirements for long-term retention, organizations arelooking for an integrated approach to manage and use information over itslifetime while driving down infrastructure costs and complexity.The IBM Smart Archive strategy is a comprehensive, unified, and integratedarchive strategy. The Smart Archive strategy is not a single product. Instead, it isa comprehensive approach and strategy to archiving. The Smart Archivestrategy combines optimization of the archive infrastructure with informationawareness, which enables companies to intelligently and systematically know theinformation that needs to be collected, classified, and archived and provides thecapabilities for doing so in a unified manner. These capabilities deliver a totalsolution with a modular approach, facilitating archiving across multiple contenttypes, repositories, content generators and retention requirements and helpcompanies to maximize the value of their hardware, software, and services.The Information Archive device provides the hardware along with the archive andretention software for securely storing retention-managed information for longterms. ECM provides a complete set of products and offerings for collecting,assessing, classifying, analyzing, archiving, and managing information over itslife cycle. The ECM portfolio of products and offerings along with the InformationArchive device provide an end-to-end Smart Archive solution as part of the IBMSmart Archive strategy. IBM Information Archive for Email, Files, and eDiscoveryis one such solution. The Information Archive for Email, Files, and eDiscoverysolution comes with the preintegrated and preconfigured Information Archivedevice and the preinstalled ECM software.1.2 The history of archivingAn archive is a place where public or corporate records are kept. Archiving is theact of preserving information, typically for long periods of time, to meet multiplerequirements.1.2.1 Reasons behind archivingArchiving has been going on for many years, particularly in the physical world. Asthe volume of electronic information grows ever more rapidly, the

IBM Smarter Archive strategy Provides an overview of Information Archive and ECM offerings Details the benefits and technical aspects of the product integration . vi IBM Enterprise Content Management and Information Archive: Providing the Complete Solution 7.4.1 Use case 1: Mailbox archiving, file archiving, and eDiscovery for .

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