HPE ControlPoint. Bill Manago, CRM IG Lead Solutions Consultant HPE Software

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1 HPE ControlPoint Bill Manago, CRM IG Lead Solutions Consultant HPE Software

2 Today s BIG Unstructured Data Challenges How do I reduce cost associated with IT and information processes? Information footprint is growing exponentially along with costs to manage it Manual processes reduce staff efficiency and are error prone Storage is not optimized, data is not always stored according to value How do I secure valuable business data and reduce risk? Dark data exists and is not being managed, retained or disposed appropriately Business critical and valuable data is not managed or secured according to its value and sensitivity Classification and application of policy to data is piecemeal and often not enterprise wide

3 Agenda The HPE Solution: HPE Storage Optimizer HPE Control Point HPE Records Manager

4 Big Data Challenges Volume Variety Velocity Vulnerability 14.6 PB 1 average stored data per company 100M 2 business events per second 1 TB 3 machine data created per hour $4M 4 average annual cost of information theft A significant portion of this is enterprise legacy data 1. HP Internal Analysis 2. Gartner: Actionable Analytics Will Be Driven by Mobile, Social and Big Data Forces in 2013 and Beyond Published: 25 January 2013 ID: G Gartner: The Information of Things: Why Big Data Will Drive the Value in the Internet of Things Published: 17 April 2013 ID: G Ponemon: 2012 Cost of Cyber Crime Study October 2012

5 The Result = Dark Data What is it? Human readable Unstructured Not indexed Unmanaged Inactive Orphaned Where is it? File Servers SharePoint Servers Laptops Cell Phones Tablets Copyright 2013 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.

6 Do You Have Storage Issues?

7 Go to Storage Optimizer Video

8 Legal Department You cannot delete those files until I know what information is contained therein. - Just in case - C Y A

9 HPE Control Point

10 Go to Control Point Video

11 ControlPoint: Use cases Autoclassification Leverages IDOL classification Automate classification of content to supported RM/ ECM repositories Improves the business process of content management ID redundant, obsolete, trivial content Information footprint reduction Identifies business critical content Migration Facilitate content migration into HPERM/SharePoint and others. Copy discoverable content to secure preservation repositories. Identifies and manages content in place for retention management OR Transmits meta data to HPERM to manage content as a business record Legacy Data Cleanup Manage in Place

12 Stages of Information Management Using ControlPoint Duplicates Old Trivial Expired Index w/ IDOL Analyze for ROT Train for auto categorization Manually assign Tag or policy Auto assign to category/policy Automated analysis Automated policy execution

13 ControlPoint/IDOL Architecture HTTP requests HTML5/Javascript pages Web server IIS Windows Windows -.NET 4.5 ControlPoint web parts / dashboards ControlPoint Scheduler Policy assignment Policy Execution Policy Statistics ControlPoint Application MS SQL Server ControlPoint App IDOL Indexing / classification Application data CFS Connectors File Systems, Notes, Exchange, HPERM, SharePoint, Hadoop, HPE StoreAll, Documentum + others Repositories Document File systems Mail servers Content archives Management Content data sources

14 ControlPoint Leverages IDOL to Access and Understand Data

15 HPE Intelligent Data Operating Layer (IDOL) Key Advantages of HPE IDOL: Conceptual Search: IDOL uniquely supports conceptual search, allowing you to input a sentence, or even an entire document, as your query, allowing IDOL to find related concepts vs. just exact keywords. IDOL also supports a range of search approaches, including keyword, Boolean, parametric, phonetic, fuzzy, wildcard, federated, geospatial, social, and many other approaches. Over 100 different search operators and modifiers are offered. Language Recognition: Supports more than 150 languages, and automatically recognizes slang, idioms, and misspellings.

16 HPE Intelligent Data Operating Layer (IDOL) File Format Agnostic: Understand over 1,000 data formats, including text, audio, video, and images. Wide Connectivity: Connects over 400 data repositories, including Exchange, SharePoint, ERP and CRM systems, as well as databases and the cloud. Flexible Extensibility: Highly flexible due to simple and standardized HTTP interfaces and direct XML input/output. Learning Ability: Fundamentally based on pattern-matching and probabilistic modeling, IDOL is a continuously learning system that adapts to incoming data.

17 HPE Intelligent Data Operating Layer (IDOL) Security: Store security information in its native form directly in the kernel of the engine itself with automatic updates to keep the security data current. This speeds query response times and enables security entitlements to be respected. Forensics and Leak Prevention: Intelligently search log files to investigate crimes and perform reliable legal hold functionalities. Manage in Place: Keep indexed data in its original location.

18 IDOL Data Clusters

19 ControlPoint: Information Governance Use Cases Auto declare records worthy content to HPE RM Process etrash (LDC or CP Policies) Dispose of obsolete or non-business value content Duplicate management Move/Copy content for Optimization Based upon date Business identifiers Location Manage retention of non-records content Apply retention Dispose expired content

20 Live session Copyright 2013 HP Autonomy. All rights reserved. Other trademarks are registered trademarks and the properties of their respective owners.

21 Index repositories and perform data analysis 21

22 Summary metrics dashboard 22

23 Review and tag documents 23

24 Assign policy based on tags 24

25 Policy execution with final review enabled: Can run fully automated without final review 25

26 HPE Records Manager Copyright 2013 HP Autonomy. All rights reserved. Other trademarks are registered trademarks and the properties of their respective owners.

27 HPE ControlPoint/HPE Records Manager Integration Separating Record Identification from Filing Classification HP ControlPoint Shared Drives SharePoint Policy Categories Selects the records based on declaration policies linked to IDOL categories Auto-Declaration Auto-Classification ECM Systems Archives Filing Categories HP Records Manager Allocates filing location based on classifications linked to IDOL categories and automatic folder creation rules

28 HPE Records Manager

29 Go to HPE Records Manager Video

30 HPE Records Manager Auto-Classification Separating Record Identification from Filing Classification Train IDOL Categories from Classifications Using notes Using first 50 records or both Holding Classifications Where records get stored to be classified Target Classifications Linked to IDOL categories Confidence threshold Automatic folder creation

31 Office 365 Integration Design Goals Office Integration to accompany the HPE Records Manager Web Client Eliminate the need for a fat client installation Encourage implementation of document management to capture records at creation Make version upgrades easier Achieve a common look and feel Provide a unified user experience with the new Web Client Support hosted environments Integrate with hosted SharePoint and Exchange environments which don t allow heavy integration solutions

32 Office 365 Integration Server side integration using mailbox synchronization

33 Office 365 Integration Office Applications Thin Add-In

34 Office 365 Integration SharePoint Using a Client Side Object Model architecture

35 Use Case Technology Manufacturer Retention and Cleanup Control Point is live managing special retention on 21 Million messages Million Messages active in HPECA including Symantec Legacy Content. 60% are on legal hold or on special business record retention. 40% are purge candidates, Client in process Wants to expanding purge analysis to 40Tb of file shares Looking at HPE Storage Optimizer to accomplish this

36 Use Case International Bank Dodd-Frank Retention Compliance Control Point is extracting trader communications from multiple sources Voic messages SharePoint File Shares Bloomberg Millions of trade related items migrated to HPERM. Classified by broker/counterparty ultimately by trade. Retained for DFA mandated retention periods

37 Use Case Results Problem: Consumer Goods Multinational believes document storage is used inefficiently Analysis: More than 35% of documents superfluous duplicates or with limited business relevancy Solution: HPE Storage Optimizer delivered Archive and stub documents to minimize change to business processes Apply complex policies and enriched metadata to optimize storage consumption Connect to many different repositories and extract information from a variety of file formats De-duplicate data across different repositories and different storage tiers. Review, approve and audit all manually and automatically applied actions Utilize fully integrated role based security in all processes Results: 20%+ storage footprint reduction and implementation of tiered storage Address added value topics of risk and security and not only storage optimization

38 The HPE Information Governance Tool Set

39 HPE Information Governance Designed for the Big Data era HP Information Governance Advantage Recognized Industry Leader Proven cloud expertise Supervision & Scalability New interest outside of FS Structured data archiving brings active governance to system of record data Tie into FRCP changes to remove disposition obstacles

40 The Benefits of the HPE Solution It s not just about reducing risk Understanding your data allows you to exploit opportunities and realize benefits: Cost savings from defensible disposition of legacy and dark data Reduce information footprint and storage costs Reduce management overhead (backup/recovery, system maintenance) Reduce litigation costs (discovery fees, penalties and fines) Improved operational efficiencies Streamline data management in preparation for the cloud Automate processes and reduce errors Inform future information governance strategy Turn big data into smart data Provide insight into current and future business processes Cost reduction Risk reduction Information governance Gap analysis: Identify actual information types and structures, compare with established Efficiency

41 Thank you Bill Manago, CRM Lead Solutions Consultant HPE Software Copyright 2013 HP Autonomy. All rights reserved. Other trademarks are registered trademarks and the properties of their respective owners.

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