Front cover ILM Library: Information Lifecycle Management Best Practices Guide ILM basics ILM building blocks ILM strategies and solutions Babette Haeusser Alex Osuna Christian Bosman Dirk Jahn Giulio John Tarella ibm.com/redbooks International Technical Support Organization ILM Library: Information Lifecycle Management Best Practices Guide January 2007 SG24-7251-00 Note: Before using this information and the product it supports, read the information in “Notices” on page ix. First Edition (January 2007) This edition applies to IBM storage products discussed at the time of this publication release. © Copyright International Business Machines Corporation 2007. All rights reserved. Note to U.S. Government Users Restricted Rights -- Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. Contents Notices . ix Trademarks . .x Preface . xiii The team that wrote this redbook. xiii Become a published author . xvi Comments welcome. xvi Part 1. ILM basics . 1 Chapter 1. Introducing ILM. 3 1.1 What ILM is . 4 1.2 Why ILM is required . 4 1.3 IT challenges and how ILM can help. 8 1.4 ILM elements. 10 1.4.1 Tiered storage management. 11 1.4.2 Long-term data retention. 13 1.4.3 Data lifecycle management. 15 1.4.4 Policy-based archive management. 17 1.5 Standards and organizations . 18 1.6 IT Infrastructure Library and value of ILM . 20 1.6.1 What is ITIL?. 20 1.6.2 ITIL management processes . 20 1.6.3 ITIL and ILM value . 23 1.7 The technology layers of an ILM storage infrastructure . 23 1.7.1 The storage hardware layer . 24 1.7.2 The storage management layer . 24 1.7.3 The information management middleware layer. 25 Chapter 2. Planning for ILM . 27 2.1 Business drivers: cost and efficiency . 28 2.1.1 Challenges . 28 2.1.2 The fluctuating value of data. 30 2.1.3 Objectives . 31 2.2 Focus areas . 32 2.3 Taxonomy of legal requirements. 36 2.3.1 Regulation examples . 38 2.3.2 IBM ILM data retention strategy . 39 2.4 Content management solutions . 40 Part 2. ILM building blocks . 41 Chapter 3. Information Management software . 43 3.1 Content Management . 44 3.1.1 Creation and capture of content . 47 3.1.2 Management of content . 47 3.1.3 Delivery of content . 48 3.2 Choosing the right product for content repository . 48 3.2.1 IBM DB2 Content Manager. 48 © Copyright IBM Corp. 2007. All rights reserved. iii 3.2.2 IBM DB2 Content Manager OnDemand . 53 3.3 Document management . 54 3.3.1 IBM DB2 Document Manager . 55 3.3.2 Lotus Domino Document Manager . 56 3.4 IBM DB2 CommonStore . 58 3.4.1 CommonStore for Exchange and CommonStore for Lotus Domino . 58 3.4.2 CommonStore for SAP . 59 3.5 IBM DB2 Records Manager . 60 3.6 IBM Workplace Web Content Management . 61 3.7 IBM Workplace Forms. 62 3.8 Enterprise Search and Content Discovery . 64 3.8.1 IBM WebSphere Information Integrator Content Edition. 64 3.8.2 IBM WebSphere Information Integrator OmniFind Edition . 67 3.8.3 IBM WebSphere Content Discovery Server . 69 3.9 DB2 Content Manager VideoCharger . 72 Chapter 4. IBM Tivoli Storage Manager and IBM System Storage Archive Manager . 73 4.1 Tivoli Storage Manager concepts . 74 4.1.1 Tivoli Storage Manager architectural overview . 75 4.1.2 Tivoli Storage Manager storage management . 82 4.1.3 Policy management . 85 4.2 Hierarchical storage management . 88 4.2.1 HSM in the Tivoli Storage Manager server . 88 4.2.2 Space management for file systems. 89 4.3 System Storage Archive Manager . 92 4.3.1 Reasons for data retention . 92 4.3.2 IBM System Storage Archive Manager. 95 4.3.3 SSAM archive API options for data retention . 98 4.3.4 Storage hardware options for Archive Manager . 102 4.4 IBM System Storage N series SnapLock feature . 103 4.4.1 SnapLock Compliance . 103 4.4.2 SnapLock Enterprise. 103 4.4.3 SSAM and IBM N series . ..