IBM Classification Module V8.6: Tame the explosion of unstructured content

IBM United States Software Announcement 208-403
December 16, 2008

 ENUS208-403.PDF (113KB)

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At a glance At a glance Offering Information Offering Information
Overview Overview Publications Publications
Key prerequisites Key prerequisites Technical information Technical information
Planned availability dates Planned availability dates Software Services Software Services
Description Description Ordering information Ordering information
Product positioning Product positioning Terms and conditions Terms and conditions
Program number Program number Prices Prices
Education support Education support Order now Order now
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At a glance
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IBM® Classification Module V8.6 automates content centric decisions by combining multiple methods of content analysis. Highlights include these new features:

  • Improved handling of e-mail and e-mail attachments, including those formats required by an integration to IBM Content Collector for classification of e-mail during archiving
  • Improved rule-based classification capabilities to provide high levels of accuracy through automation
  • Direct integration to IBM FileNet® Records Manager for automatic declaration of records using IBM Classification Module
  • Improved administration capabilities to better track and audit the use of real-time feedback for teaching the system

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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Tame the explosion of unstructured content with content-enabled applications, while spending less to manage that content.

Faced with an explosion of unstructured content, organizations are increasingly striving to harness it through content collection and archival, records management, enterprise search, or automated business processes. Yet in doing so, they run into adoption barriers as they discover that these new applications impose significant end-user burden to classify content. Enterprise Content Management (ECM) initiatives rely upon end users to decide how to classify, categorize, and tag information. They impart a small, but measurable cost (17 cents per document cost according to Cohasset Associates) on their organization if the users even bother to participate in the manual classification task at all.

Though these new applications aspire to increase revenue, improve productivity, and generally cut costs by getting more use from content, they incur new productivity costs with every manual classification task placed on the end user, which can snowball to hundreds of thousands of dollars every year for a mid-sized organization, stifling the return on investment on these initiatives and distracting employees from their key responsibilities.

IBM Classification Module V8.6 addresses these issues. Through its advanced classification methods, the Classification Module shifts the intelligence and cost burden away from employees by automating content-centric, daily categorization decisions via analysis of the full text of documents and e-mails.

With IBM Classification Module you can slash the costs of categorizing information from 17 cents per document to less than 1 cent per document. In doing so, you are more rapidly organizing the content for the high-value applications that are driving your investment in ECM.

Shifting the classification burden away from users cuts costs while simultaneously accelerating the rate at which new content-enabled applications harness the explosion of unstructured content and provides returns on ECM investment.

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Key prerequisites
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Refer to the Hardware requirements and Software requirements sections for details.

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Planned availability dates
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December 16, 2008: Electronic software delivery

January 9, 2009: Media and documentation

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Accelerating time-to-value of your Enterprise Content Management (ECM) investment with IBM Classification Module

IBM Classification Module automates the process of categorizing your content by reading and understanding the full text of your content. As part of the IBM ECM architecture, the Classification Module saves time, gets more content under management faster, and accelerates the return on your investment in ECM.

Value of classification

Analysts estimate that the volume of unstructured content such as e-mail, presentations, contracts, and forms will nearly double annually. Faced with this explosion of content, a reliable method for organizing it becomes critical. By investing in an enterprise content management platform, you are committing to cataloguing and classifying your organization's content, whether you are encouraging content re-use, establishing records management practices, or improving a business process.

Managing these documents means making many decisions about the content every day. These decisions that your end users are likely to be unwilling or unable to make consistently. The IBM Classification Module can accurately and automatically organize information so that it is not only more accessible and more leverageable, but also helps reduce your risk and costs. Automating the classification of your content means you can get more out of your ECM system, with less time and money invested.

Furthermore, classification can be used to make a more basic decision - whether to manage an item or not. By filtering out e-mails about lunch appointments or documents that do not hold any business value, for example, you can save on costs and keep your ECM infrastructure focused on the right content.

Learning by understanding

While it can organize information by policies or key words, a strength of the IBM Classification Module approach is its ability to assign metadata based on the full context of the document. It is not just searching for a single word or phrase, but analyzing the entire document, discerning the topics in the text, then assigning it to a category. And it will not be fooled by misspellings, abbreviations, short-hand, or technical terms.

IBM Classification Module adapts to the unique nature of your business because it learns to identify different categories from examples you provide to it. And as you provide feedback on its performance, it adjusts in real time, immediately taking into account corrections you have made. In this way, its accuracy keeps pace with your business, rapidly adjusting to changes in your business as they occur.

Furthermore, it can combine this context-based approach, with basic rule-based classification approaches. So the system can identify keywords, patterns (such as account numbers, phone numbers of case identifiers) and even two words within a certain proximity of each other. For instance, it can identify and classify documents with the phrase Attorney General in the same sentence as California.

The solution can classify content in fifteen languages: English, French, German, Spanish, Dutch, Italian, Portuguese, Chinese (Simple and Traditional), Japanese, Korean, Hebrew, Russian, Arabic, and Farsi. IBM Classification Module provides basic support for other languages.

Accessibility by people with disabilities

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

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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The IBM Classification Module is a part of the IBM ECM portfolio and primarily targeted for use by IBM ECM customers.

The product is stand-alone and can be used with any ECM system. However, V8.6 provides a prebuilt integration to the IBM FileNet P8 platform and IBM FileNet Records Manager. This version is also designed for use with IBM Content Collector.

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Program number
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Program    VRM                          Program name
5724-T45   8.6.0                        IBM Classification Module

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Education support
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The following educational offerings are available as listed below:

Course code            Course title           Course type
IR10                   Classification Module  Classroom
                       for IBM OmniFind
                       Discovery Edition

IBM training provides education to support many IBM offerings. Descriptions of courses for IT professionals and managers are on the IBM training Web site

Call IBM training at 800-IBM-TEACH (426-8322) for catalogs, schedules, and enrollments.

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

Also, visit the Passport Advantage® Web site

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No publications are shipped with this product.

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 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.

The documentation for IBM Classification Module is available in PDF or HTML format.

The IBM Classification Module documentation will only be available online, as described below.

To access the PDF versions of the documentation, refer to the IBM Classification Module library page at

Also available are product downloads, fix packs, technotes, and the information center at the IBM Classification Module Support site, accessible via the support link on the main page for classification

The IBM Classification Module information center can be found at

Welcome page:

Information roadmap:

Installation topics:

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Technical information
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Specified operating environment

Hardware requirements

Disk space (minimum)

  • AIX®: 650 MB
  • Linux®: 650 MB
  • Solaris: 650 MB
  • Windows®: 415 MB

(Disk space numbers are for the installation only. Additional space is required for backing up content moved by the Classifier to P8.)

RAM (minimum)

The RAM specifications in the following list reflect basic server requirements for a development or small installation. Actual memory requirements relate directly to the size of the knowledge base, the number of languages supported, and performance requirements.

  • AIX: 2 GB
  • Linux: 2 GB
  • Solaris: 2 GB
  • Windows: 1 GB


The CPU specifications in the following list reflect basic server requirements for a development or small installation. Actual system requirements relate directly to the size of the knowledge base, the number of languages supported, and performance requirements

  • AIX: 1.64 GHz
  • Linux: 2.66 GHz
  • Solaris: 1.64 GHz
  • Windows: 2.66 GHz

Refer to product documentation for further specifications regarding compilers (optional depending on your use of the product's API).

Software requirements

Operating systems

AIX 5L™ V5.3
AIX V6.1
Red Hat Enterprise Linux 5.0
SUSE Linux Enterprise Server 10 (32 bit)
Solaris 10
Windows Server 2003 Enterprise Edition (32 bit)

Browser requirements

Microsoft® Internet Explorer 6 SP1
Microsoft Internet Explorer 7
Firefox 2

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. At time of publication, refer to

Documentation and other program content may be supplied only in the English language.

Security, auditability, and control

IBM Classification Module uses the security and auditability features of the host hardware or 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

To locate an IBM Business Partner, visit:

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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
IBM Classification Module           IBM OmniFind™ IBM OmniFind
Program name                          PID        Charge unit
                                      number     description
IBM Classification Module             5724-T45   SubCapacity
                                                  Processor Value
                                                  Unit (PVU)
IBM Classification Module             5724-T45   Processor Value
                                                  Unit (PVU)
IBM Classification Module             5724-T45   Processor Day

Charge metrics definitions

Processor Value Unit (PVU)

PVU is the unit of measure by which this program is licensed. PVU entitlements are based on processor families (vendors and brands). A Proof of Entitlement (PoE) must be obtained for the appropriate number of PVUs based on the level or tier of all processor cores activated and available for use by the Program on the server. Some programs allow licensing to less than the full capacity of the server's activated processor cores, sometimes referred to as sub-capacity licensing. For programs which offer sub-capacity licensing, if a server is partitioned utilizing eligible partitioning technologies, then a PoE must be obtained for the appropriate number of PVUs based on all activated processor cores available for use in each partition where the program runs or is managed by the program. Refer to the International Passport Advantage Agreement Attachment for Sub-Capacity Terms or the program's License Information to determine applicable sub-capacity terms. The PVU entitlements are specific to the program and may not be exchanged, interchanged, or aggregated with PVU entitlements of another program.

For general overview of PVUs for processor families (vendors and brands), go to

To calculate the exact PVU entitlements required for the program, go to

Passport Advantage program licenses

IBM Classification Module

Part description                                         Part
IBM Classification Module
IBM Classification Module per PVU Annual SW S&S Rnwl     E046XLL
IBM Classification Module per PVU Lic + SW S&S 12 Mo     D61U6LL
IBM Classification Module per PVU SW S&S Reinstate 12    D61U7LL

Passport Advantage supply

Program name/description                                 Part
IBM Classification Module V8.6.0
IBM Classification Module V8.6 Multiplatform English     BF03MEN

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 Classification Module V8.6.0

Entitled maintenance        Media packs description     Part
offerings description                                   number
Classification Module Per   IBM Classification Module   BF03MEN
 Sub Cap Value Unit          V8.6 Multiplatform English
Classification Module Per   IBM Classification Module   BF03MEN
 Value Unit                  V8.6 Multiplatform English


IBM Classification Module

Part number                       Part description
E046YLL                           IBM Classification Module per
                                   Sub Cap Value Unit Annual SW
                                   S&S Rnwl
D61U8LL                           IBM Classification Module per
                                   Sub Cap Value Unit Lic + SW S&S
                                   12 Mo
D61U9LL                           IBM Classification Module per
                                   Sub Cap Value Unit SW S&S
                                   Reinstate 12 Mo

Sub-capacity for selected middleware products

Sub-capacity licensing on a per processor or per Value Unit basis is available for selected middleware products. To offer sub-capacity licensing, IBM software products implement IBM Tivoli® License Compliance Manager within their offerings so that you can monitor and report quarterly to IBM on the use of the programs on a continuous basis.

More information can be found on the Passport Advantage Web site

Eligibility requirements for sub-capacity licensing

To be eligible for sub-capacity licensing terms on this product, you must agree to install and configure IBM Tivoli License Manager for IBM Software, in accordance with the IBM Tivoli License Manager publications, and to enable the collection of program use data on all eligible machines subject to sub-capacity terms.

For those machines running programs with sub-capacity licensing terms, you must use IBM Tivoli License Manager for IBM Software to monitor program use and submit to IBM an IBM Use Report each calendar quarter. Multiple copies of IBM Tivoli License Manager for IBM Software or IBM Tivoli License Manager are not required. You can use more copies if you need them to support your operational environment, but only one copy is required to monitor all your sub-capacity licensed products.

Additionally, if this is the first product you have licensed under sub-capacity terms, you must agree to the terms of an attachment to your Passport Advantage or Passport Advantage Express contract and submit a new Passport Advantage enrollment form. First-time sub-capacity clients also have an opportunity to ensure a primary business contact is established for their contracts.

For more information on required and entitled license capacity, license requirements, and reporting, refer to Software Announcement 205-093, dated April 19, 2005.

If you order (this product) under sub capacity terms, IBM Tivoli License Manager for IBM Software will be made available to you if you do not already have one. You must install and configure this tool for your sub capacity products. Alternately, you can use Tivoli License Manager. Once the license manager software is installed, you will be required to register online. (IBM may need to contact you in order to finalize the registration process.) You must monitor program use on a continuous basis with an IBM Tivoli License Manager for IBM Software and submit IBM Use Reports to IBM on a calendar quarterly basis.

IBM Tivoli License Manager for IBM Software is documented in the following customer publications, which are available from IBM Publications Center at
Publication                       Form
Planning, Installation, and       SC32-1431
Administration                    SC32-1430
Problem Determination             SC32-9102
Data Dictionary                   SC32-1432
Release Notes                     SC32-1429

For IBM Tivoli License Manager configuration guidance and instructions for specific products (including this product) acquired with sub-capacity terms, refer to:

The Web site will give you information about how to set up the product for detection by IBM Tivoli License Manager, any required maintenance, and any required steps that are unique to this product.

On/Off CoD

IBM Classification Module

Part description                                         Part
IBM Classification Module Processor Day Per Use-Day      D61UGLL

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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.


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
IBM Classification Module                 5724-T45   L-ATAN-76CLAT

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


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.
  • For programs acquired under any of IBM's On/Off CoD software offerings, this term does not apply since these offerings apply to programs already acquired and in use by you.
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 Classification Module:  No
International Passport Agreement
Volume orders (IVO)


Passport Advantage applies

Yes, and through the Passport Advantage Web site at

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

Other terms
IBM Operational Support Services - SoftwareXcel


System i Software Maintenance applies


Educational allowance available

Not applicable.

On/Off CoD

To be eligible for On/Off CoD pricing, customers must be enabled for temporary capacity on the corresponding hardware, and the required contract - Z125-6907, Amendment for iSeries® and pSeries® Temporary Capacity On Demand - Software - must be signed prior to use.

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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

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 Global Financing

IBM Global Financing offers competitive financing to credit-qualified customers to assist them in acquiring IT solutions. Offerings include financing for IT acquisition, including hardware, software, and services, both from IBM and other manufacturers or vendors. Offerings (for all customer segments: small, medium, and large enterprise), rates, terms, and availability can vary by country. Contact your local IBM Global Financing organization or visit

IBM Global Financing offerings are provided through IBM Credit LLC in the United States, and other IBM subsidiaries and divisions worldwide to qualified commercial and government customers. Rates are based on a customer's credit rating, financing terms, offering type, equipment type, and options, and may vary by country. Other restrictions may apply. Rates and offerings are subject to change, extension, or withdrawal without notice.

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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)
Mail:       IBM Teleweb Customer Support
  ® Sales Execution Center, Americas North
            3500 Steeles Ave. East, Tower 3/4
            Markham, Ontario
            L3R 2Z1

Reference: YE001

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Note: Shipments will begin after the planned availability date.

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

IBM, FileNet, Passport Advantage, AIX, Tivoli, iSeries, pSeries and are registered trademarks of IBM Corporation in the United States, other countries, or both.

Linux is a registered trademark of Linus Torvalds in the United States, other countries, or both.

Windows and Microsoft are registered trademarks of Microsoft 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


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