IBM ediscovery Manager V2.2.2 and IBM ediscovery Analyzer V2.2.2 accelerate case assessment and development of legal insights and strategies

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1 IBM United States Software Announcement , dated November 26, 2013 IBM ediscovery Manager V2.2.2 and IBM ediscovery Analyzer V2.2.2 accelerate case assessment and development of legal insights and strategies Table of contents 1 Overview 4 Publications 2 Key prerequisites 5 Technical information 2 Planned availability date 6 Ordering information 2 Description 7 Terms and conditions 3 Statement of direction 9 Prices 4 Program 10 Order now 10 Corrections At a glance IBM ediscovery Manager V2.2.2 and IBM ediscovery Analyzer V2.2.2 deliver more value with: Tighter legal hold integration with IBM Atlas IT ediscovery Process Management. Broad usability enhancements in case management, search, export, and printing. New pricing based on authorized user to align with the rest of the IBM Information Lifecycle Governance (ILG) family of products. For ordering, contact your IBM representative, an IBM Business Partner, or IBM Americas Call Centers at 800-IBM-CALL (Reference: YE001). Overview For many organizations, the legal electronic discovery (ediscovery) process represents significant risk and cost to the business. High legal costs and organizational risk in litigation, investigations, and audits are driven by an increasingly complex legal and regulatory environment coupled with rapid growth and complexity in the technology environments that contain potential evidence. Many organizations seek agile, practical, in-house legal solutions to: Increase the management and defensibility of the legal evidence preservation process. Maintain collected content with full auditability and security. Swiftly analyze potential evidence to determine early case strategies. Cull preserved data of unresponsive content to reduce high outside legal costs. IBM ediscovery Manager V2.2.2 and IBM ediscovery Analyzer V2.2.2 enable you to proactively manage electronically stored information (ESI) so you can deliver in-house, agile litigation responses and early case assessment through advanced content analytics while increasing the defensibility of the ediscovery process. New capabilities in ediscovery Manager V2.2.2: IBM United States Software Announcement IBM is a registered trademark of International Business Machines Corporation 1

2 Tighter integration with IBM Atlas IT ediscovery Process Management for improved automation between the legal hold process and the legal collection, processing, and analysis processes. New authorized user pricing that aligns with the rest of the Information Lifecycle Governance (ILG) family of products. Save metadata of search results to Comma Separated Values (CSV) for use in other products. Usability improvements including expanded options for export location, formatting of content sizes, and ing of search result list and folder content. Ability to have an audit report saved when a case is deleted. Expanded ability to rename cases at any point in the ediscovery process. IBM Content Foundation is now a supported repository. New capabilities in ediscovery Analyzer V2.2.2: New authorized user pricing that aligns with the rest of the ILG family of products. Save metadata of search results to CSV for use in other products. Full control over when search results are refreshed for more efficient case assessment. Persistent awareness of the reviewer's location in the case while viewing search results and using the preview tool. Print all items in a search result, the complete content or just a small snippet, and optionally include comments in the printout. Sort on a wider set of columns in the result set; configure sorting system wide or by case. Case comments are persisted to the repository enabling the entire analytics index to be rebuilt if needed. IBM Content Foundation is now a supported repository. Key prerequisites For details, refer to the Technical information section. Planned availability date November 29, 2013: Electronic availability December 13, 2013: Media availability Description IBM ediscovery Manager V2.2.2 is the cornerstone of IBM's proactive electronic discovery (ediscovery) solution, enabling authorized users to search, cull, hold, and export case-relevant content. It provides capabilities to bring strategic ediscovery processes in-house and enable corporations to take control of corporate content and reduce overall ediscovery risks and costs. IBM ediscovery Analyzer V2.2.2 helps investigators, auditors, or legal professionals conceptually search and analyze case evidence preserved by ediscovery Manager to conduct early case assessments, prepare for meetand-confer discussions, and refine case content to help mitigate legal risk and dramatically reduce ediscovery review costs. It helps professionals gain early insight into a case, identify key concepts, phrases, understand related facts and communication threads, locate critical pieces of evidence, identify witnesses, and form early case strategies. IBM United States Software Announcement IBM is a registered trademark of International Business Machines Corporation 2

3 For more information about ediscovery solutions, you can visit Accessibility by people with disabilities A US Section 508 Voluntary Product Accessibility Template (VPAT) can be requested via the IBM website Section 508 of the US Rehabilitation Act IBM ediscovery is capable as of December 13, 2013, when used in accordance with IBM's associated documentation, of satisfying the applicable requirements of Section 508 of the Rehabilitation Act, provided that any assistive technology used with the product properly interoperates with it. A US Section 508 Voluntary Product Accessibility Template (VPAT), containing details on the products accessibility compliance, can be requested on the following website Statement of direction Future deprecation of IBM ediscovery Manager features The term deprecation is used to notify customers that certain features may be removed from an offering. Deprecation notifications precede the actual removal of the features. They allow customers to anticipate any actions, which they deem to be desirable or necessary to accommodate the removal of the feature. Customers should note that there are features that are deprecated as of this release and may be removed from future releases without further notice. Contact your IBM representative if you have any feedback regarding these plans. Features being deprecated are: A subset of the converter APIs. Refer to the online documentation for a full list of the deprecated APIs. Features deprecated with earlier releases but not yet removed are: Ability to create new search collections in IBM ediscovery Manager for IBM FileNet Manager content. Behavior of IBM ediscovery Manager search relative to IBM FileNet Content Manager object stores where a search of a parent class also searches sub-classes of that parent. New default behavior will be to search the parent class only, to provide finer control of search intent. Customers upgrading will be able to retain the former behavior if desired and given the option to migrate to the new behavior, at a future time, once any adjustments to search templates can be made. Refer to the technotes for more information. IBM's statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at IBM's sole discretion. Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. Information about potential future products may not be incorporated into any contract. The development, release, and timing of any future features or functionality described for our products remains at our sole discretion. IBM United States Software Announcement IBM is a registered trademark of International Business Machines Corporation 3

4 Availability of national languages Product description Language GA date IBM ediscovery Analyzer Multilingual December 13, 2013 V2.2.2 (French, Korean, Chinese - Simplified, Spanish, Portuguese-Brazilian, German, Japanese, Chinese - Traditional, English, Dutch, Italian, Polish) IBM ediscovery Manager V2.2.2 Multilingual December 13, 2013 (French, Russian, Hebrew, Arabic, Korean, Chinese - Simplified, Spanish, Portuguese-Brazilian, German, Japanese, Chinese - Traditional, Hungarian, English, Slovenian, Greek, Dutch, Czech, Slovakian, Italian, Polish) Program Program VRM Program name 5724-V IBM ediscovery Offering Information Product information is available via the Offering Information website Also, visit the Passport Advantage website Publications No publications are shipped with this product. IBM United States Software Announcement IBM is a registered trademark of International Business Machines Corporation 4

5 The IBM Publications Center The Publications Center is a worldwide central repository for IBM product publications and marketing material with a catalog of 70,000 items. Extensive search facilities are provided. Payment options for orders are via credit card (in the U.S.) or customer for 20 countries. A large of publications are available online in various file formats, and they can all be downloaded by all countries. Technical information Specified operating environment Hardware requirements For details about hardware requirements for IBM ediscovery Manager V2.2.2, visit For details about hardware requirements for ediscovery Analyzer V2.2.2, visit Software requirements For details about software requirements for IBM ediscovery Manager V2.2.2, visit For details about software requirements for ediscovery Analyzer V2.2.2, visit The program's specifications and specified operating environment information may be found in documentation accompanying the program, if available, such as a readme file, or other information published by IBM, such as an announcement letter. Documentation and other program content may be supplied only in the English language. Planning information Direct customer support Direct customer support is provided by IBM Operational Support Services - Support Line. This fee service enhances your productivity by providing voice and electronic access into the IBM support organization. IBM Operational Support Services - Support Line helps answer questions pertaining to usage and suspected software defects for eligible products. Installation and technical support is provided by Global Services. For more information call 800-IBM-4YOU ( ). Security, auditability, and control The customer is responsible for evaluation, selection, and implementation of security features, administrative procedures, and appropriate controls in application systems and communication facilities. IBM United States Software Announcement IBM is a registered trademark of International Business Machines Corporation 5

6 Ordering information This product is only available via Passport Advantage. It is not available as shrinkwrap. Product information Licensed function title Product group Product category IBM ediscovery Analyzer Operator ediscovery ediscovery Authorized Analyzer and Manager IBM ediscovery Manager Operator ediscovery ediscovery Authorized Analyzer and Manager Program name PID Charge unit description IBM ediscovery Analyzer Operator Authorized IBM ediscovery Manager Operator Authorized Charge metrics definitions 5724-V36 Per User Value Unit 5724-V36 Per User Value Unit User Value Units UVU is the metric by which this program is licensed. UVU entitlements are based on the of users for the given program. A Proof of Entitlement (PoE) must be obtained for the appropriate of UVUs required for your environment as defined by the specific program terms. The UVU entitlements are specific to the program and may not be exchanged, interchanged, or aggregated with UVU entitlements of another software program. UVU licensing offers price benefits for customers by enabling a lower cost of incremental growth of resources. To understand these benefits of UVU licensing, and to determine how many UVUs to obtain for the program, contact your IBM representative. A Value Unit is a pricing charge metric for program license entitlements which is based upon the quantity of a specific designated measurement used for a given program. Each program has a designated measurement. The most commonly used designated measurement is a processor core. However, for select programs, there are other designated measurements such as users or resources which may include servers, client devices, and messages. The of value unit entitlements required for a program depends on how the program is deployed in your environment and must be obtained from a value unit table. You must obtain a PoE for the calculated of value unit entitlements for your implementation. The value unit entitlements are specific to a program and may not be exchanged, interchanged, or aggregated with Value Unit entitlements of another program. At all times, the of users accessing the program or any component of the program in any manner, directly or indirectly (for instance, via a multiplexing program, device, or application server) or through any other means must not exceed your entitlement to use the program, as indicated on the applicable PoEs. Authorized (AUVU): For selectively licensing internal users within your organization. The of AUVUs you require is based on the of authorized users within your organization that may access the program and/or whose user content may be analyzed using the program in any manner at set forth in the AUVU license conversion table. IBM United States Software Announcement IBM is a registered trademark of International Business Machines Corporation 6

7 Passport Advantage program licenses IBM ediscovery Part description IBM ediscovery Analyzer Operator Authorized IBM ediscovery Analyzer Operator Auth User Value Unit Annual SW S&S Rnwl IBM ediscovery Analyzer Operator Auth User Value Unit Lic + SW S&S 12 Mo IBM ediscovery Analyzer Operator Auth User Value Unit SW S&S Reinstate 12Mo IBM ediscovery Part E0J1TLL D12UNLL D12UPLL Part description Part IBM ediscovery Manager Operator Authorized IBM ediscovery Manager Operator Auth User Value Unit E0J1SLL Annual SW S&S Rnwl IBM ediscovery Manager Operator Auth User Value Unit D12ULLL Lic + SW S&S 12 Mo IBM ediscovery Manager Operator Auth User Value Unit SW D12UMLL S&S Reinstate 12 Mo Passport Advantage supply Program name/description IBM ediscovery Analyzer V2.2.2 IBM ediscovery Analyzer V2.2.2 Multiplatform Multilingual Media Pack IBM ediscovery Manager V2.2.2 IBM ediscovery Manager V2.2.2 Multiplatform Multilingual Media Pack Part BF05LML BF05NML Passport Advantage customer: Media pack entitlement details Customers with active maintenance or subscription for the products listed are entitled to receive the corresponding media pack. IBM ediscovery Manager V2.2.2 Entitled maintenance Media packs description Part offerings description IBM ediscovery Manager IBM ediscovery Manager BF05NML Operator Authorized User V2.2.2 Multiplatform Value Unit Multilingual Media Pack IBM ediscovery Analyzer V2.2.2 Entitled maintenance Media packs description Part offerings description IBM ediscovery Analyzer IBM ediscovery Analyzer BF05LML Operator Authorized User V2.2.2 Multiplatform Value Unit Multilingual Media Pack Terms and conditions The information provided in this announcement letter is for reference and convenience purposes only. The terms and conditions that govern any transaction with IBM are contained in the applicable contract documents such as the IBM IBM United States Software Announcement IBM is a registered trademark of International Business Machines Corporation 7

8 International Program License Agreement, IBM International Passport Advantage Agreement, and the IBM Agreement for Acquisition of Software Maintenance. Licensing IBM International Program License Agreement including the License Information document and PoE govern your use of the program. PoEs are required for all authorized use. Part products only, offered outside of Passport Advantage, where applicable, are license only and do not include Software Maintenance. License Information form s Program name Program Form IBM ediscovery 5724-V36 L-VSAY-98DPUZ, L-VSAY-9AN3VD The program's License Information will be available for review on the IBM Software License Agreement website Limited warranty applies Yes Limited warranty IBM warrants that when the program is used in the specified operating environment, it will conform to its specifications. The warranty applies only to the unmodified portion of the program. IBM does not warrant uninterrupted or error-free operation of the program or that IBM will correct all program defects. You are responsible for the results obtained from the use of the program. IBM provides you with access to IBM databases containing information on known program defects, defect corrections, restrictions, and bypasses at no additional charge. For further information, consult the IBM Software Support Handbook found at IBM will maintain this information for at least one year after the original licensee acquires the program (warranty period). Money-back guarantee For clarification, note that if for any reason you are dissatisfied with the program and you are the original licensee, you may obtain a refund of the amount you paid for it, if within 30 days of your invoice date you return the program and its PoE to the party from whom you obtained it. If you downloaded the program, you may contact the party from whom you acquired it for instructions on how to obtain the refund. For clarification, note that for programs acquired under the IBM International Passport Advantage Agreement, this term applies only to your first acquisition of the program. International Passport Agreement Volume orders (IVO) No IBM United States Software Announcement IBM is a registered trademark of International Business Machines Corporation 8

9 Passport Advantage applies Yes, and through the Passport Advantage website at This product is only available via Passport Advantage. It is not available as shrinkwrap. Software Subscription and Support (Software Maintenance) These products are licensed under the IBM Program License Agreement (IPLA), and the associated Agreement for Acquisition of Software Maintenance, which provide for support with ongoing access to releases and versions of the program. These programs have a one-time license charge for use of the program and an annual renewable charge for the enhanced support that includes telephone assistance (voice support for defects during normal business hours), as well as access to updates, releases, and versions of the program as long as support is in effect. IBM Operational Support Services - SoftwareXcel Yes System i Software Maintenance applies No Educational allowance available Not applicable. Statement of good security practices IT system security involves protecting systems and information through prevention, detection, and response to improper access from within and outside your enterprise. Improper access can result in information being altered destroyed or misappropriated or can result in misuse of your systems to attack others. Without a comprehensive approach to security, no IT system or product should be considered completely secure and no single product or security measure can be completely effective in preventing improper access. IBM systems and products are designed to be part of a comprehensive security approach, which will necessarily involve additional operational procedures, and may require other systems, products, or services to be most effective. IBM does not warrant that systems and products are immune from the malicious or illegal conduct of any party. Prices Passport Advantage For Passport Advantage information and charges, contact your IBM representative or authorized IBM Business Partner for Software Value Plus, Additional information is also available at Business Partner information If you are an IBM Business Partner -- Distributor for Workstation Software acquiring products from IBM, you may link to Passport Advantage Online for resellers where you can obtain Business Partner pricing information. An IBM ID and password are required. IBM United States Software Announcement IBM is a registered trademark of International Business Machines Corporation 9

10 Order now To order, contact the Americas Call Centers or your local IBM representative, or your IBM Business Partner. To identify your local IBM representative or IBM Business Partner, call 800-IBM-4YOU ( ). Phone: 800-IBM-CALL ( ) Fax: 800-2IBM-FAX ( ) For IBM representative: For IBM Business Partner: Mail: IBM Teleweb Customer Support ibm.com Sales Execution Center, Americas North 3500 Steeles Ave. East, Tower 3/4 Markham, Ontario Canada L3R 2Z1 Reference: YE001 The Americas Call Centers, our national direct marketing organization, can add your name to the mailing list for catalogs of IBM products. Note: Shipments will begin after the planned availability date. Trademarks IBM, FileNet, Passport Advantage, System i and ibm.com are registered trademarks of IBM Corporation in the United States, other countries, or both. Other company, product, and service names may be trademarks or service marks of others. Terms of use IBM products and services which are announced and available in your country can be ordered under the applicable standard agreements, terms, conditions, and prices in effect at the time. IBM reserves the right to modify or withdraw this announcement at any time without notice. This announcement is provided for your information only. Additional terms of use are located at For the most current information regarding IBM products, consult your IBM representative or reseller, or visit the IBM worldwide contacts page Corrections (Corrected on January, 20, 2014) Updated the date in the following sections: Planned availability date, Availability of national languages, Accessibility by people with disabilities, and Section 508 of the US Rehabilitation Act. IBM United States Software Announcement IBM is a registered trademark of International Business Machines Corporation 10