Meridio added Value to MOSSGünter 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 / SharePoint

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

ManufacturingAutomotive

Government UtilitiesProfessional

ServicesTelecom Others

Meridio the platform

Access:· Search· Browse· Declare from App· Open/Save from App· Workspace

· Third party repository/database access

Compliance· Legal Holds· Admissibility· Accountability· Retention/Disposition· File plan· Meta-data

Security· Roles based· AD Integration· Full event auditing· Protective markings· PKI

Deployment· Distributed· Remote content· Federation· Replication· Enterprise Capture

FOI HR FINANCE DPA PQ LoB CASE MANAGEMENT

Document Management Records Management Archiving and Storage-Management

Replication and Federation for worldwide distributed Systems

Offline Function Fileplan represent the Organisation

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Intependent from Type + Source of Information E-mail Management + Archive (Exchange/Outlook/Notes)

SAP Archive Link Interface (certified)

Hierarchical FileplanUsability 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

process / time

Corporate Control

Act

ivit

y

Publish/Declare

• Regulatory Compliance• Business Rules• Records Router• Audit trails• Life Cycle Management• Secure Archiving

Author control

ArchiveTransfer

Destroy

DM RM

Document / Record Lifecycle

with MOSS 2007

•Collaboration•Document Creation•Version Control

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•ILM Storage management•Replication, Federation•Scalability•High security•Hierarchical Fileplan

Document / Record Lifecycle

Meridio provides… Massively scalable repository for storing all information of an

organization Securely, reliably, and meeting compliance requirements

Seamless access to that information through familiar Microsoft applications SharePoint, Outlook, Office

Flexible storage lifecycle management of content within an organization Storage devices, archive etc.

Advanced Records Management DoD5015, TNA, Moreq compliant

Replication, Federation, Smart client functionality to support requirements of globally dispersed organizations

Customers No1 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 SharePoint to be stored externally in low cost storage Industry figures show the TCO of at least 2X to maintain content

inside of a SQL database over a file system There is an additional savings of almost 2X by storing content in a

special-purpose device, like EMC Centera or NetAPP

Need for seamless end user experience SharePoint as a collaboration platform Use of SharePoint team sites to access information (whether it

is active or not)

Requirements for GovernanceKey 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 2007Regulated and Complex eDRM Requirements Regulated Industries

Manufacturing Automobile, Plant, Energy, Oil & Gas and Utilities Sector

Financial Services Banking, Insurance, Brokerage

Research & Dev 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

Linking Records to Linking Records to ERP DataERP Data

RM StandardsRM Standards Instant MessageInstant MessageCaptureCapture

Hierarchical Records Hierarchical Records ClassificationClassification

Cross-RepositoryCross-RepositoryLegal DiscoveryLegal Discovery

Content ReplicationContent Replication

InformationInformationLifecycle Lifecycle

ManagementManagement

Enterprise Policy Enterprise Policy ManagementManagement

Manage LegacyManage LegacyRepositoriesRepositories

GovernmentGovernmentSecuritySecurity

High Volume High Volume Journaled e-MailJournaled e-Mail

PhysicalPhysicalRecordsRecords

Records Re-useRecords Re-use

Basic Content ServicesBasic Content Services

CollaborationCollaboration

HoldsHoldsManagement of e-MailManagement of e-Mail

Records RepositoryRecords Repository

Policy Based File PlanPolicy Based File Plan

Record RoutingRecord Routing

Document Level SecurityDocument Level Security

DoDDoD

Meridio and MOSS for eDRMHow we work together

Application Specialization

Info

rmat

ion

Com

ple

xity

Specialized Security

Information Management

Practical Scalability

Manage Storage Cost

Regulatory Compliance

Regulated IndustriesRequire Comprehensive and Flexible Control from Meridio

Increased Control for the Records Manager Centralized Control Delegating Authority to Records Administrators Controlling how much flexibility users have

Enhanced Security and Auditing Meet Government and Industry Needs Weigh Security needs with Usability

Specialized Content Management of Email and Instant Messages

Specialized SecurityBalancing 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 eDRM

Records Center IntegrationMeridio for Practical Scalability

An organization wants to use out-of-the-box records functionality within SharePoint Routing via content types SharePoint Hold functionality Records Reports Retention of records driven by SharePoint 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 ShortcutRecords in Context with Collaboration

Smart Shortcut links a Meridio Record to a SharePoint Collaboration

Linkage is transparent to users Full access to the record through the collaboration Includes Records Metadata Fully Searchable in SharePoint

Extend Records Re-Use to SharePoint No question if SharePoint Content has been made into a record Users do not loose track of the records made in the collaboration

Records Re-UseTurning Raw Content into Knowledge

Records carry the memory of an organization Where raw content is validated as a definitive, final record

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 Environment where end users constantly access the records

repository directly as an information source

Meridio will Link Records to their source in SharePoint with a Smart Shortcut™

End User View of Record Re-Use

The Smart Shortcut links the TeamSite back to the Meridio Records Repository

Administrative Interface

A Smart Shortcut is Defined for this

Document Library

Meridio Email Management in 2007Meridio 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

Rules Engine

Email Listener Process

IM Listener Process

Filestore Listener Rules

Meridio Functionality

Server-Side Email integration with Meridio

Exchange Journal

ExchangeStore

Journal Rules (e.g. triggered by Classification)

Auto-Copy rules

OutlookManagedFolders

Meridio Rules Composer

Management of E-Mail Manually in Outlook

Drag & Drop emails and attachments from Inbox to Meridio 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 ScalabilityRequirement 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

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 AFile Plan

System BFile Plan

System CFile Plan

SharePoint Storage ManagementILM for SharePoint Content

Content is migrated from SharePoint to Meridio automatically or manually

Meridio ILM migrates content between storage devices

Content continues to be accessible to users from within SharePoint document libraries and searching Regardless of storage device

Information Lifecycle ManagementLinks content to its expected usage and value

Rapid Access

High Availability

Low Cost

Storage Class

Elsewhere

Schedule 1 Schedule 2 Schedule 3

60 days since content last accessedAND

Not the latest version of the document

AND File format is JPEG

Document Storage Policy assigns a single Schedule to each piece of content

Within a schedule any storage class whose conditions evaluate to true will store the content

Storage Class maps to target device

Exposed in Policy Management

SharePoint Policy is

leveraged to define when content is

migrated to External Storage

No Impact on the User Experience

Document exhibits normal behavior in

the TeamSite

No Impact on the User Experience

Access like any other document

MeridioSolution for Governance Robust Information Management Facility

Turns Content into Knowledge to drive an Organizations Information Management needs

Satisfies Regulatory Compliance Requirements With certified Document, Records and E-Mail Management

Provides Enterprise-class Scalability Handle the highest volumes and most demanding geographic diversity

Delivers Lowest Cost of Ownership in Storage Robust Information Lifecycle Management (ILM) strategy

Complements Office 2007 Leverage Office 2007 User Experience Delivers advanced Storage Management

Statoil, Norway – 60% market share on Oil in Scandinavia

Requirement was general EDRM and Compliance approx. 300.000 new documents every month Requirement to store and manage content for 50years plus Microsoft has involved Meridio and won against well know competitors

Microsoft renewed their EA agreement and replaced Notes with Exchange

25.000 User in 29 countries uses Meridio via SharePoint Portal SharePoint 2003 MS Office Outlook Replication EMC Centera

“Meridio, together with Microsoft®, addresses our requirement to provide a records management capability to our employees quickly and without a major change management programme building on the Microsoft® collaboration platform”.

Ole Jorgensen, ICT Director, Statoil

"Meridio has become an important element within the Statoil Information Architecture and will allow us to securely manage all of our essential business information assets. It will improve collaboration, introduce new business efficiencies and minimize compliance risk”

Ole Jorgensen, ICT director, Statoil

RecordsManagement

ConocoPhillips - Housten, Texas - http://www.conocophillips.com 35.800 users, 43 location worldwide - revenue 2005 approx. 136 billion US

emails were year by year stored in local PST-files Loss, no general access, no compliance, etc. They found approx. 45.000 PST’s files with an average size of Ø 2 GB

ConocoPhillips did an evaluation of 12 vendors Microsoft brought Meridio “in the game”… - RFI, PROC, Pilot, …

After six month ConocoPhillips 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 ConocoPhillips

ROI – shows up very 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

email - Management

Summary Office 2007 Office 2007Meridio combined with SharePoint providesMeridio combined with SharePoint 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, MoReq, 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: +49 700 637 434 61email: g.sandmann@meridio.comWeb: http://www.meridio.com