IBM eDiscovery Manager V2.1 lets you respond quickly to legal and investigative requests for electronic evidence

IBM United States Software Announcement 208-226
August 05, 2008

 
 ENUS208-226.PDF (110KB)

Table of contents   Document options  
At a glance At a glance Publications Publications
Overview Overview Technical information Technical information
Planned availability date Planned availability date Software Services Software Services
Description Description Ordering information Ordering information
Product positioning Product positioning Terms and conditions Terms and conditions
Statement of direction Statement of direction Prices Prices
Program number Program number Order now Order now
Offering Information Offering Information
 
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At a glance
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IBM® eDiscovery Manager V2.1:

  • Helps you to respond to eDiscovery requests driven by litigations, investigations, or corporate compliance requests.
  • Enables authorized users to search, cull, hold, and export case-relevant e-mail leveraging an optimized high-volume index linked with a litigation vault based on secure, market-leading IBM Content and Records Management repositories.
  • Manages cases, audits, tracks, and keeps chain of custody.
  • Provides the foundation for a proactive eDiscovery.
  • Supports IBM Lotus Notes® Domino® and Microsoft® Exchange.

For ordering, contact your IBM representative, an IBM Business Partner, or IBM Americas Call Centers at 800-IBM-CALL (Reference: YE001).


 
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Overview
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E-mail is the most frequently sought electronically stored information during legal proceedings, regulatory inquiries, and investigations. IBM eDiscovery Manager V2.1 is an Electronic Discovery (eDiscovery) tool for e-mail that is the cornerstone of IBM's proactive, platform-based eDiscovery solution enabling organizations to gain agility in responding to litigation with a lower-cost in house approach than fully outsourcing the eDiscovery process.

IBM eDiscovery Manager V2.1 is an e-mail eDiscovery tool that helps you:

  • Search, cull, hold, and export case-relevant e-mail, with easy-to-use Web-based user interface.
  • Manage e-mail litigation holds with out-of-the-box native hold capability and works with IBM market-leading records management offerings.
  • Create new or work on existing cases and save searches so you share with authorized users to increase user productivity.
  • Audit track and keep a chain of custody of the operations it performs from searching, culling, holding to export.
  • Export case-relevant e-mail in Microsoft Exchange and Lotus® Domino formats for further detailed review.

IBM eDiscovery Manager helps you respond to litigation matters. It provides the foundation for a proactive eDiscovery leveraging IBM Information Management capabilities. It works from IBM Content Manager or IBM FileNet® Content Manager e-mail archives created by IBM CommonStore or IBM FileNet Email Manager.

IBM eDiscovery Manager is a follow on of IBM eMail Search for CommonStore. IBM eMail Search for CommonStore customers who are under active maintenance are entitled to eDiscovery Manager.


 
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Planned availability date
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August 29, 2008: Electronic software delivery

September 26, 2008: Media and documentation


 
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Description
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Electronic Discovery (eDiscovery) is the process of identifying, locating, securing, and producing information for the purpose of handling regulatory matters, internal or governmental investigations, employee disputes, corporate governance, operational control, and evidence finding for utilization in the legal process. The eDiscovery process defines what documents are needed, how they are collected, processed, reviewed, and eventually packaged to be presented to external or opposing counsel.

IBM eDiscovery Manager V2.1 is an eDiscovery tool for e-mail that is the cornerstone of IBM's proactive, platform-based eDiscovery solution enabling authorized users to search, cull, hold, and export case-relevant e-mail from IBM Content Manager or IBM FileNet Content Manager e-mail archives created by IBM CommonStore or IBM E-mail Manager, with an easy-to-use Web-based UI. It can be used to create new cases or work on existing cases and save searches to share with authorized users. It keeps audit track and chain of custody of all the processes it manages. If you use eDiscovery Manager, you can gain agility in responding to litigation with a lower cost in house approach than fully outsourcing the e-mail eDiscovery process.

eDiscovery Manager provides capabilities to:

  • Bring e-mail eDiscovery process in house for search, cull, hold, and export e-mail enabling corporations to take control over e-mail reducing overall eDiscovery costs. It is optimized and designed for working on high volume e-mail with high performance and a rich set of functionality:
    • eDiscovery Manager provides case insensitive, boolean, proximity, fuzzy and stemmed, wildcard search on metadata, message body, attachments for e-mails for customers who prefer IBM Content Manager as a litigation vault. E-mails are brought into IBM Content Manager via IBM CommonStore.
    • eDiscovery Manager provides Boolean and wildcard search on metadata for customers who prefer IBM FileNet P8 as a litigation vault. E-mails are brought into IBM FileNet Content Manager via IBM FileNet Email Manager.
    • Ability to save and reuse search terms, associate searches with existing or new cases, permit other users to perform searches based on security profiles to increase user productivity.
    • Browser-based e-mail viewing capability with highlighting of search terms allowing users to quickly and efficiently locate and preview the context of e-mail for relevance.
    • Automated hold capability to suspend the normal scheduled disposition of e-mails once they are deposited into a litigation vault to avoid spoliation sanctions, accidental deletions, and facilitates implementing the duty to preserve litigation-relevant content. It also delivers out-of-the-box integration with IBM corporate enterprise-wide records management systems to enforce common taxonomy and retention schedules.
    • Chain of custody, audit, and reporting capability to demonstrate authenticity and meet chain of custody requirements, at a case level, by maintaining a full audit trail that can be exported and used in courts, increasing defensibility of the e-mail evidence exported.
    • Export capability to export culled e-mail set in native formats (.nsf for Lotus Domino, .msg for Exchange Server) for litigation document review.
  • Gain agility in responding to litigation with:
    • High volume, high-scale litigation vault (IBM Content Manager or IBM FileNet Content Manager), preparing responsive e-mail set with reduced processing time.
    • User interface optimized for high performance retrieval while minimizing mouse clicks, keys strokes, and user interactions.
    • A zero footprint Web 2.0 and AJAX-based client allowing users to launch it by simply pointing the browser to a URL so it requires minimal user training.
    • Globalization Support for group 1, and selected group 2 and group 3 languages allowing international customers to perform discovery requests in the supported language of their choice.
    • User friendly installation program increasing its consumability, easy to deploy out of the box.
  • A lower-cost in house approach than fully outsourcing the eDiscovery process

IBM eDiscovery Manager is a follow on of IBM eMail Search for CommonStore. Customers with IBM eMail Search for CommonStore, who are under active maintenance, are entitled to eDiscovery Manager.

Accessibility by people with disabilities

A US Section 508 Voluntary Product Accessibility Template (VPAT) can be requested via the IBM Web site

http://www.ibm.com/able/product_accessibility/index.html

Section 508 of the U.S. Rehabilitation Act

IBM eDiscovery is capable as of September 26, 2008 , 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 U.S. Section 508 Voluntary Product Accessibility Template (VPAT), containing details on the products accessibility compliance, can be requested on the following Web site

http://www.ibm.com/able/product_accessibility/index.html

IPLA and Subscription and Support considerations

IPLA licenses can be transferred from one machine to another within, but not limited to an enterprise. You may aggregate the capacity for all the processors the product is operated on to achieve a more economic price. This will result in a single Proof of Entitlement (PoE). It is your responsibility to manage the distribution of Value Units within the limits of the entitlement of the product license.

Subscription and Support must cover the same capacity as the product license entitlement. Subscription and Support will be available in the country in which the agreement is made.


 
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Product positioning
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IBM eDiscovery Manager is a follow on version of:

  • IBM e-Mail Search for CommonStore for Exchange Server
  • IBM e-Mail Search for CommonStore for Lotus Domino

This new version leverages IBM CM8 and IBM P8 Enterprise Content Management Repositories in conjunction with IBM CommonStore or IBM Email Manager, to deposit e-mail from messaging systems (Lotus Domino or Exchange Server) into litigation vault repository area.

It delivers out-of-the-box integration with corporate enterprise-wide records management systems, IBM FileNet P8 Records Manager, and IBM Records Manager for CM8 installations.


 
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Statement of direction
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All statements regarding IBM's plans, directions, and intent are subject to change or withdrawal without notice.

Availability of national languages

Product description            Language        GA date
 
IBM eDiscovery Manager V2.1.0  Multilingual    September 26, 2008
                               (French,
                               Russian,
                               Korean,
                               Chinese -
                               Simplified,
                               Spanish,
                               Portuguese-Brazilian,
                               German,
                               Japanese,
                               Chinese -
                               Traditional,
                               Hungarian,
                               English,
                               Czech,
                               Slovakian,
                               Italian,
                               Polish)

 
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Program number
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Program    VRM                          Program name
number
 
5724-V36   2.1.0                        IBM eDiscovery

 
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Offering Information
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Product information is available via the Offering Information Web site

http://www.ibm.com/common/ssi

Also, visit the Passport Advantage® Web site

http://www.ibm.com/software/passportadvantage

 
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Publications
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No publications are shipped with this product.

The IBM Publications Center

http://www.ibm.com/shop/publications/order

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 number for 20 countries. A large number of publications are available online in various file formats, and they can all be downloaded by all countries.


 
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Technical information
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Specified operating environment

Hardware requirements
  • Server: 4-way recommended; 2-way minimum
  • Processor:
    • AIX®: POWERtm processor
    • Microsoft Windows®: x86 processor
  • RAM: 8 GB recommended; 4 GB minimum
Software requirements

Server operating systems (one of the following)

  • AIX 5Ltm V5.3 (32 bit) for Lotus Domino (server) and Notes® (client) environments only
  • AIX 5L V6.1 (32 bit) for Lotus Domino (server) and Notes (client) environments only
  • Microsoft Windows Server 2003 Standard Edition (32 bit) SP2 or R2 on x86
  • Microsoft Windows Server 2003 Enterprise Edition (32 bit) SP2 or R2 on x86

Web application servers (server)

  • WebSphere® Application Server (32 bit) V6.1.0.11, or later

Exception: Do not use V6.1.0.13. This version of WebSphere Application Server is not supported.

DB2® Content Manager connectors (server) (one of the following)

  • DB2 Content Manager Information Integrator for Content V8.4
  • DB2 Content Manager Information Integrator for Content V8.3 Fix Pack 7, or later

Javatm Runtime Environment (server)

  • Sun Java Runtime Environment V1.5.0 with Windows

Content management servers (one of the following)

  • DB2 Content Manager V8.4 on AIX, Solais, or Windows
  • DB2 Content Manager V8.3 Fix Pack 7 or later on AIX, Solais, or Windows
  • IBM FileNet P8 V4.01 on AIX, HP/UNIX, Linux®, Solairs, or Windows

CommonStore V8.4 is required in most DB2 Content Manager environments. CommonStore V8.3 is supported only for existing IBM eMail Search customers who are migrating to eDiscovery Manager and already running DB2 Content Manager V8.3 Fix Pack 7, or later.

Client operating systems

Clients running one of the following operating systems can access and run the eDiscovery Manager Web client:

  • AIX 5L V5.3 (32 bit) on POWER hardware platform for Lotus Domino (server) and Lotus Notes (server)
  • AIX 5L V6.1 (32 bit) on POWER hardware platform for Lotus Domino (server) and Lotus Notes (server)
  • Microsoft Windows Vista (32 bit) on x86 hardware platform
  • Microsoft Windows XP (32 bit) on x86 hardware platform

Client browsers

Clients running one of the following Web browsers can access and run the eDiscovery Manager Web client. Client systems must have the necessary hardware to support a browser that supports frames and Javascript

  • Microsoft Internet Explorer V7.x on Windows*
  • Microsoft Internet Explorer V6 SP1*
  • Mozilla Firefox V2.x*

*You must enable Javascript in the browser.

Recommendations: The IBM eDiscovery Manager Web client is best viewed with a screen resolution of 1024 x 768 or larger. For the best performance, use Microsoft Internet Explorer V7.x or Mozilla Firefox V2.x.

E-mail client applications

IBM eDiscovery Manager supports the following e-mail client applications:

  • Lotus Notes V8 on AIX or Windows
  • Lotus Notes V7 on AIX or Windows
  • Lotus Notes V6.5 on AIX or Windows
  • Microsoft Outlook 2007 on Windows
  • Microsoft Outlook 2003 on Windows

eDiscovery Manager Client: Sun Java Runtime Environment V1.5.0 on Windows

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.

Limitations

For additional information, refer to Usage restriction in the Terms and conditions section of this announcement, or to the license information document that is available on the IBM Software License Agreement Web site

http://www.ibm.com/software/sla/sladb.nsf

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 (426-4968).

Security, auditability, and control

IBM eDiscovery uses the security and auditability features of the host software.

The customer is responsible for evaluation, selection, and implementation of security features, administrative procedures, and appropriate controls in application systems and communication facilities.


 
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Software Services
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IBM Software Services has the breadth, depth, and reach to manage your services needs. You can leverage the deep technical skills of our lab-based, software services team and the business consulting, project management, and infrastructure expertise of our IBM Global Services team. Also, we extend our IBM Software Services reach through IBM Business Partners to provide an extensive portfolio of capabilities. Together, we provide the global reach, intellectual capital, industry insight, and technology leadership to support a wide range of critical business needs.

To learn more about IBM Software Services or to contact a Software Services sales specialist, visit

http://www.ibm.com/software/sw-services/

To locate an IBM Business Partner, visit

http://www.ibm.com/software/solutions/isv

 
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Ordering information
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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 Manager              Content         eDiscovery
                                    Manager

eDiscovery Manager Value Units

Custodian User Value Unit (CUVU) license conversion table

           Minimum   Maximum         User      Max        Cumulative  
Cumulative Custodian Custodian       Value     UVUs       UVUs         Cumulative
Volume     Users     Users           Units     for        at each      vol
Level                                per       each       level        disc
                                     Custodian level
 
1              20                20  50.00           1.000       1.000  0.0%
2              21               100  20.00           1,600       2,600 48.0%
3             101               500   3.00           1,200       3,800 84.8%
4             501             1,000   2.5            1,250       5,050 89.9%
5           1,001             5,000   1.75           7,000      12,050 95.2%
6           5,001            20,000   1.25          18,750      30,800 96.9%
7          20,001            50,000   1.00          30,000      60,800 97.6%
8          50,001     1,000,000,000   0.50     499,975,000 500,035,800 99.0%        

For the licensed program, minimum purchase quantity is 20 Custodian User.

Program name                          PID        Charge unit
                                      number     description
 
IBM eDiscovery Manager                5724-V36   User Value Unit

Charge metrics definitions

User Value Unit (UVU)

UVU is the metric by which this program is licensed. UVU entitlements are based on the number of users for the given program. A PoE must be obtained for the appropriate number 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, please contact your IBM representative.

Custodian User

Custodian User means one and only one specific individual (named or unnamed) within or outside your enterprise, whose e-mail content will be searched, or is authorized by you to be searched, at any time by the program, either directly or indirectly (via a multiplexing program, device, or application server) through any means.

Enterprise

Enterprise means any legal entity that at all times (i) you own or have under your common control by a factor of 50% or more and (ii) that is the legal entity that is authorized to execute and administer this agreement on behalf of the enterprise. For the purposes of any enterprise license granted under this agreement, Enterprise will exclude (i) any new entity acquired by virtue of merger or acquisition after the effective date of this agreement, and (ii) any entity that, at any time during the term of this agreement, is sold, spun off, liquidated, or that otherwise ceases to satisfy the elements of the definition of enterprise set forth above.

License

License means each license granted under this agreement by IBM to you, to use the program as listed on a PoE.

General charge terms

UVU entitlements are based on the number of users for the given program. A PoE must be obtained for the appropriate number of UVU required for your environment as defined by the specific program terms. The UVU entitlements are specific to a program and may not be exchanged, interchanged, or aggregated with UVU entitlements of another program. To determine the number of UVU license entitlements required, refer to the UVU license conversion table.

http://www-01.ibm.com/common/ssi/index.wss

In addition, if you are licensed on a UVU basis and the program you are licensed to use is incremented on a Custodian basis (CUVU), the following will apply. Each Custodian User licensed under a Custodian UVU entitlement, as indicated in the applicable PoE, may access that program or any component of that program up to the authorized level. At all times, the number of Custodian Users accessing the program or any component of the program in any manner, directly or indirectly or through any other means, must not exceed your entitlement to use the program, as indicated on the applicable PoEs.

Passport Advantage program licenses

IBM eDiscovery

Part description                                         Part
                                                         number
 
IBM eDiscovery Manager
 
IBM eDiscovery Manager Custodian per User Value Unit     E0570LL
 Annual SW S&S Renewal
IBM eDiscovery Manager Custodian per User Value Unit     D04Q9LL
 Lic + SW S&S 12 Mo
IBM eDiscovery Manager Custodian per User Value Unit SW  D04QALL
 S&S Reinstate 12 Mo
 

Passport Advantage supply

Program name/description                                Part
                                                        number
 
IBM eDiscovery Manager V2.1.0
IBM eDiscovery Manager V2.1 Multiplatform Multilingual  BF03JML
 Media Pack

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 V2.1.0

Entitled maintenance        Media packs description     Part
offerings description                                   number
 
IBM eDiscovery Manager      IIBM eDiscovery Manager     BF03JML
User Value Unit             V2.1 Multiplatform
                            Multilingual Media Pack

 
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Terms and conditions
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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 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 number products only, offered outside of Passport Advantage, where applicable, are license only and do not include Software Maintenance.

License Information form number
Program name                              Program    Form number
                                          number
 
IBM eDiscovery                            5724-V36   L-MMAN-7E7T8W

The program's License Information will be available for review on the IBM Software License Agreement Web site

http://www.ibm.com/software/sla/sladb.nsf
Limited warranty applies

Yes

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. Consult the IBM Software Support Handbook for further information at

http://www.ibm.com/support/handbook

IBM will maintain this information for at least one year after the original licensee acquires the program (warranty period).

Money-back guarantee

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 programs acquired under the IBM International Passport Advantage Agreement, this term applies only to your first acquisition of the program.

Authorization for use on home/portable computer

The program may be stored on the primary machine and another machine, provided that the program is not in active use on both machines at the same time. You may not copy and use this program on another computer without paying additional license fees.

Product name
 
IBM eDiscovery                                                No
Volume orders (IVO)

No

Passport Advantage applies

Yes, and through the Passport Advantage Web site at

http://www.ibm.com/software/passportadvantage

This product is only available via Passport Advantage. It is not available as shrinkwrap.

Usage restriction

Yes. For additional information refer to the License Information Document that is available on the IBM Software License Agreement Web site

http://www.ibm.com/software/sla/sladb.nsf
International Passport Agreement
Agreement for Acquisition of Software Maintenance

The following agreement applies for maintenance and does not require customer signatures:

IBM Agreement for Acquisition of Software Maintenance (Z125-6011)

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.

Other terms
IBM Operational Support Services - SoftwareXcel

Yes

System i Software Maintenance applies

No

Educational allowance available

Not applicable.


 
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Prices
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Passport Advantage

For Passport Advantage information and charges, contact your IBM representative or authorized IBM Business Partner. Additional information is also available at

http://www.ibm.com/software/passportadvantage

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.

https://www.ibm.com/software/howtobuy/passportadvantage/paoreseller

 
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Order now
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To order, contact the Americas Call Centers, your local IBM representative, or your IBM Business Partner.

Identify your local IBM representative or IBM Business Partner, call 800-IBM-4YOU (426-4968).

Phone:      800-IBM-CALL (426-2255)
Fax:        800-2IBM-FAX (242-6329)
Internet:   callserv@ca.ibm.com
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

POWER and AIX 5L are trademarks of IBM Corporation in the United States, other countries, or both.

IBM, Lotus Notes, Domino, Lotus, FileNet, Passport Advantage, AIX, Notes, WebSphere, DB2 and ibm.com are registered trademarks of IBM Corporation in the United States, other countries, or both.

Microsoft and Windows are registered trademarks of Microsoft Corporation in the United States, other countries, or both.

Java and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United States, other countries, or both.

Linux is a registered trademark of Linus Torvalds 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:

http://www.ibm.com/legal/us/en/

For the most current information regarding IBM products, consult your IBM representative or reseller, or visit the IBM worldwide contacts page

http://www.ibm.com/planetwide/us/

 

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