IBM Content Classification V8.8: Improving accessibility, usability, and analytics through advanced content classification

IBM United States Software Announcement 212-188
May 22, 2012


Table of contents
Overview Overview Publications Publications
Key prerequisites Key prerequisites Technical information Technical information
Planned availability date Planned availability date Ordering information Ordering information
Description Description Terms and conditions Terms and conditions
Product positioning Product positioning Prices Prices
Program number Program number Order now Order now


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At a glance
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IBM® Content Classification V8.8 (formerly IBM InfoSphere® Classification Module) categorizes and organizes content by combining multiple methods of context-sensitive analysis. Highlights of V8.8 include the following new features, primarily focused on ease of use, enhanced integration, and increased performance:

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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IBM Content Classification V8.8 categorizes and organizes content by combining multiple methods of context-sensitive analysis. Content Classification is designed to enable workers to focus on higher value activities by consistently and accurately automating content-centric categorization decisions. It can help organize the abundance of unstructured content, delivering better accessibility, usability, and analytics and making it easier for users to achieve their compliance goals.

Classification Quick Start Tool

The Quick Start Tool (QST):

Classification Workbench enhancements

Classification Center enhancements

Other enhancements



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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 date
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May 25, 2012: Electronic availability

June 15, 2012: Media availability



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Description
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The volume of an organization's unstructured content - email, presentations, contracts, forms - continues to rise at an exponential rate. A reliable method for organizing this abundance of content is critical. IBM Content Classification helps shift the classification burden away from users by providing organizations with an automated classification solution that can be configured to help users achieve consistent, reliable, and accurate classification across their unstructured content landscape.

You can use Content Classification to derive insight from your content and make consistent, accurate decisions about your content by combining and layering multiple methods of analysis (ranging from simple rules to entity extraction to learn by example approaches).

Advanced classification enables you to get more value from your content with fewer resources, helping you cut costs while simultaneously accelerating the rate at which new content-enabled applications are deployed. Content Classification helps you control the abundance of unstructured content and better leverage your Enterprise Content Management (ECM) investment.

IBM Content Classification can be used as a free-standing service, but operates in tandem with many elements of the IBM Enterprise Content Management (ECM) portfolio. Content Classification is integrated directly with various elements of the IBM ECM portfolio, including IBM Content Collector, IBM Enterprise Records, IBM Datacap, IBM Content Analytics with Enterprise Search, and IBM ECM repositories. Many of the new developments for this release have been created with these integration points in mind, in order to maximize the savings and automation IBM ECM customers can realize from deploying automated classification.

IBM Content Classification V8.8 helps organizations automate content categorization by combining multiple methods of context-sensitive analysis. Content Classification shifts the intelligence and cost burden away from employees by automating content-centric, categorization decisions. It helps users manage the abundance of unstructured content with content-enabled applications, while helping them spend less to manage that content.

There are four key benefits to automatically classifying content:

Accessibility, Usability, Compliance, and Analytics

Classification is necessary for most, if not all, facets of business. By properly classifying content, you ensure that it is accessible, so that you can find it when you need it. Classification increases usability by ensuring that the right content is delivered to the right person at the right time. Classification helps facilitate content compliance for legal and discovery purposes. Finally, Classification can enhance the content analysis experience, giving you more valuable insight from your content.

Accessibility - Workers need to be able to find relevant content, quickly. Content Classification can significantly improve the accessibility of content by properly classifying it at the time it is created or collected. Workers browsing for content can feel confident that their content is accurately organized and managed. Furthermore, by combining classification with enterprise search, organizations can move beyond simple keyword search to a robust and effective conceptual search that delivers a highly relevant set of results. Knowledge workers who have fast access to relevant content are able to make better, faster decisions. Content Classification provides improved accessibility through integration with FileNet® Content Manager, IBM Content Manager, Datacap and Content Analytics with Enterprise Search.

Usability - Workers need to be able use content within their business processes. Classification provides enhanced content usability by ensuring that classified content is delivered to the appropriate worker, by automating routing decisions based on the meaning of the text in the content and by immediately classifying new content produced during the business process. Content Classification provides greater usability through integration with Business Process Manager and Case Manager.

Compliance - Organizations need to comply with the federal, state, and local mandates and their own compliance rules that are imposed by the business. To enforce a records and retention plan, content needs to be properly managed and classified when it is created or collected. The better control you have over your record content, the better position your business will be in to comply with legal discovery requests and legal matters. Content Classification facilitates effective compliance through integration with Content Collector, Enterprise Records and eDiscovery.

Analytics - Organizations need to be able to derive meaning from content by reviewing and analyzing it. Classification enhances content analytics by allowing organizations to analyze a relevant, categorized set of content. Classification further augments analytics by providing extended facet navigation and content clustering, delivering additional analysis and insight. Content Classification delivers enhanced analytics through integration with Content Analytics with Enterprise Search.

IBM Content Classification brings the power of automatic, context-based classification to every organization. Content Classification:

Content Classification features

Classification Quick Start Tool

The Classification Quick Start Tool is a new application that guides and semi-automates the process of training Content Classification to recognize and correctly classify documents into categories. It is designed as a step-by-step approach, with easy-to-understand language and directions. Through a new graphical user interface (GUI), the user will be guided through each step, from selecting documents and setting categories, to tuning and analysis.

Classification Workbench

Classification Workbench is a Windows™ application that you can use to create, analyze, and evaluate the performance of knowledge bases and decision plans. The workbench administration provides an intuitive navigation experience with sample projects and tutorials to help users begin classifying content more rapidly. With these tutorials, you can explore the capabilities of the product on your own, at your own pace. The result is an optimized knowledge base and tailored decision plan that can be used with the Content Classification server and other applications using built-in APIs. Whether you develop your own applications using APIs or you use existing applications, Classification Workbench is the application devoted to the creation, training, and analysis of knowledge bases and decision plans.

Classification Center

The Classification Center is an application in Content Classification that monitors and executes classification of content in the repositories. Further, the Classification Center application provides the ability to review and modify the classifications assigned by Content Classification. This review process is one avenue for providing real-time feedback to Content Classification through the "train-by-example" approach. The Classification Center application operates directly with IBM Content Manager and IBM FileNet Content Manager. With Classification Center application running against one of the IBM ECM repositories, the Classification Center can monitor file system folders and execute classification for content on a file system. Content Classification can reorganize and reassign content to new folders on your file system based on its analysis and categorization of the information.

Integration

With the open API included with Content Classification, IBM clients and Business Partners can perform such customizations as:

Languages

Content Classification provides natural language processing for the following languages:

If you wish to use the product with other languages, IBM Content Classification provides a generic language processing option.

Accessibility by people with disabilities

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

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


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Product positioning
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IBM Content Classification is a part of the IBM ECM portfolio. IBM Content Classification can be used as a stand-alone product without the presence of any IBM ECM product. However, V8.8 provides prebuilt integration to IBM FileNet Content Manager, IBM Content Manager, IBM Content Collector, IBM Enterprise Records, IBM Datacap, and IBM Content Analytics with Enterprise Search.



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Program number
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Program    VRM                          Program name
number
 
5724-T45   8.8.0                        IBM Content Classification



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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 website

http://www.ibm.com/services/learning/

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 website

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

Also, visit the Passport Advantage® website

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 US) 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 Content Classification is available in PDF or HTML format.

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

To access the PDF versions of the documentation online, refer to the IBM Content Classification publications library page at

http://www.ibm.com/support/docview.wss?uid=swg27020843

Also available are product downloads, fix packs, and technotes at the IBM Content Classification Support site

http://www.ibm.com/support/entry/portal/Software/Enterprise_Content_Management/Content_Classification

IBM Content Classification information center can be found at

http://pic.dhe.ibm.com/infocenter/classify/v8r8

Information roadmap

http://www.ibm.com/support/docview.wss?uid=swg27020842

Installation topics

http://pic.dhe.ibm.com/infocenter/classify/v8r8/index.jsp?topic=/com.ibm.classify.admin.doc/g_AG_Installation.htm


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Technical information
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Specified operating environment

Hardware requirements

For a detailed and up-to-date list of prerequisite hardware, refer to IBM Content Classification V8.8 system requirements at

http://www.ibm.com/support/docview.wss?uid=swg27020838
Software requirements

For a detailed and up-to-date list of prerequisite software, refer to IBM Content Classification V8.8 system requirements at

http://www.ibm.com/support/docview.wss?uid=swg27020838

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

Customer responsibilities

Software Subscription and Support (also referred to as Software Maintenance) is included with licenses purchased through Passport Advantage and Passport Advantage Express® . Product upgrades and technical support are provided by the Software Subscription and Support (also referred to as Software Maintenance) offering as described in the Agreements. Product upgrades provide the latest versions and releases to entitled software, and technical support provides voice and electronic access to IBM support organizations, worldwide.

IBM includes one year of Software Subscription and Support (also referred to as Software Maintenance) with each program license acquired. The initial period of Software Subscription and Support (also referred to as Software Maintenance) can be extended by the purchase of a renewal option, if available.

Security, auditability, and control

IBM Content Classification 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.

Lab Services

IBM Lab Services for ECM provides packaged and individualized software service offerings to design, develop, deploy, maintain, and expand IBM ECM software.

IBM ECM Lab Services provides the following Implementation Package and custom services to implement or utilize IBM Content Classification.

Implementation Package Services

ECM Implementation Services are fixed-scope, fixed-priced packages that help clients get their ECM solution off to the right start. IBM ECM experts install the software, provide skills transfer, and with some packages, provide limited system configuration or added mentoring activities.

ECM Implementation Services ensure that you have a technically sound and functional system framework necessary for the successful development and deployment of your ECM solution. These services allow you to be confident that whether your ECM solution is designed and developed by your staff, ECM Lab Services, or a certified partner, it will be implemented and supported on a system framework that has been expertly installed, tested, and certified for support by IBM ECM Support.

IBM Content Classification Install and Mentor Package

Prerequisite (choose appropriate one for your repository):

Implementation and Mentor Description:

This service provides the expert resources to install the Content Classification software at your site for use in classifying documents or emails already stored in your IBM repository. It also provides hands-on assistance and mentoring to address questions and key issues regarding the installation and configuration of Content Classification. The ECM Consultant will help guide you on strategies and procedures that have been employed by other successful ECM installations. The completed installation also ensures that the software is supportable by IBM product support.

Service Descriptions for each package may be found at

http://www-01.ibm.com/software/ecm/services/

Custom Services

IBM Product Consulting Services provide expert resources and proven best practices for the assessment, design, development and deployment of customized IBM ECM product solutions. With a focus on mentoring, knowledge transfer, and staff augmentation, IBM assists you with the expertise and project management to help ensure successful ECM deployments
The Discovery team provides in-depth technical knowledge for implementing Discovery solutions from initial solution design through implementation.

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

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


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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 Content Classification          IBM OmniFind®    IBM OmniFind
 Authorized
IBM Content Classification          IBM OmniFind    IBM OmniFind
 Employee
IBM Content Classification          IBM OmniFind    IBM OmniFind
 External
IBM Content Classification          IBM OmniFind    IBM OmniFind
 Non-Production
IBM Content Classification          IBM OmniFind    IBM OmniFind
 Production

Program name                          PID        Charge unit
                                      number     description
 
IBM Content Classification            5724-T45   Per User Value
 Authorized                                       Unit
IBM Content Classification Employee   5724-T45   Per User Value
                                                  Unit
IBM Content Classification External   5724-T45   Per User Value
                                                  Unit
IBM Content Classification            5724-T45   Per Processor
 Non-Production                                   Value Unit (PVU)
IBM Content Classification            5724-T45   PROCESSOR-Day(s)
 Production
IBM Content Classification            5724-T45   Per Processor
 Production                                       Value Unit (PVU)

User Value Units

Authorized User Value Unit (AUVU) License Conversion Table

Cumulative Volume Level   Minimum Authorized   Maximum Authorized   User Value units per Authorized   Max UVUs for Each Level   Cumulative UVUs at Each Level   Cumulative Volume Disc  
1   1   20   1.00   20   20   0.0%  
2   21   50   0.83   25   45   10.0%  
3   51   100   0.80   40   85   15.0%  
4   101   250   0.76   115   200   20.0%  
5   251   500   0.60   150   350   30.0%  
6   501   1,000   0.50   250   600   40.0%  
7   1,001   5,000   0.47   1,900   2,500   50.0%  
8   5,001   10,000   0.40   2,000   4,500   55.0%  
9   10,001   25,000   0.36   5,500   10,000   60.0%  
10   25,001   infinity   0.33   N/A   N/A   N/A  

Employee User Value Unit (EUVU) License Conversion Table

Cumulative Volume Level   Minimum Employees   Maximum Employees   User Value Units per Employee   Max UVUs for Each Level   Cumulative UVUs at Each Level   Cumulative Vol Disc  
1   1,000   2,500   1.00   2,500   2,500   0.0%  
2   2,501   5,000   0.80   2,000   4,500   10.0%  
3   5,001   10,000   0.70   3,500   8,000   20.0%  
4   10,001   30,000   0.65   13,000   21,000   30.0%  
5   30,001   50,000   0.55   11,000   32,000   36.0%  
6   50,001   100,000   0.50   25,000   57,000   43.0%  
7   100,001   300,000   0.46   93,000   150,000   50.0%  
8   300,001   500,000   0.40   80,000   230,000   54.0%  
9   500,001   1,000,000   0.36   180,000   410,000   59.0%  
10   1,000,001 infinity   0.32   N/A   N/A   N/A  

External User Value Unit (XUVU) License Conversion Table

Cumulative Volume Level   Minimum Ext Users   Maximum Ext Users   User Value Units per Ext User   Max UVUs for Each Level   Cumulative UVUs at Each Level   Cumulative Vol Disc  
1   1,000   10,000   1.00   10,000   10,000   0.0%  
2   10,001   50,000   0.87   35,000   45,000   10.0%  
3   50,001   100,000   0.60   30,000   75,000   25.0%  
4   100,001   500,000   0.43   175,000   250,000   50.0%  
5   500,001   1,000,000   0.30   150,000   400,000   60.0%  
6   1,000,001 infinity   0.24   5,850,000   6,250,000   75.0%  

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 Proof of Entitlement (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, 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 number 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 number 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 number 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 number of AUVUs (Authorized UVUs) you require is based on the number 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 Authorized User Value Unit (AUVU) license conversion table.

External (XUVU): For licensing users who are external to your organization whose user content is analyzed using the program. The number of XUVUs (External UVUs) you require is based on the number of external users whose user content may be analyzed using the program in any manner as set forth in the External User Value Unit (XUVU) license conversion table.

Employee (EUVU): For collectively licensing all of your internal users. The number of EUVUs (Employee UVUs) you require will be based on the number of employees in your Enterprise as set forth in the Employee User Value Unit (EUVU) license conversion table.

Enterprise: An Enterprise includes any legal entity that, by more than 50%, owns, is owned by, or is under common ownership with You. You are the legal entity that is authorized to execute and administer this agreement on behalf of an enterprise. You need not be a 'company' and may be the entire enterprise.

Processor Value Unit (PVU)

PVU is a unit of measure by which the program can be licensed. The number of PVU entitlements required is based on the processor technology, defined within the PVU table by processor value, brand, type and model number at

http://www.ibm.com/software/lotus/passportadvantage/pvu_licensing_for_customers.html
and the number of processors made available to the program. IBM continues to define a processor, for the purpose of PVU-based licensing, to be each processor core on a chip. A dual-core processor chip, for example, has two processor cores.

Licensee can deploy the program using either full capacity licensing or virtualization capacity (sub-capacity) licensing according to the Passport Advantage Sub-Capacity Licensing Terms (refer to web page below). If using full capacity licensing, licensee must obtain PVU entitlements sufficient to cover all activated processor cores* in the physical hardware environment made available to or managed by the program, except for those servers from which the program has been permanently removed. If using virtualization capacity licensing, licensee must obtain entitlements sufficient to cover all activated processor cores made available to or managed by the program, as defined according to the Virtualization Capacity License Counting Rules at

http://www.ibm.com/software/lotus/passportadvantage/Counting_Software_licenses_using_specific_virtualization_technologies.html

* An activated processor core is a processor core that is available for use in a physical or virtual server, regardless of whether the capacity of the processor core can be or is limited through virtualization technologies, operating system commands, BIOS settings, or similar restrictions.

Notes:

Passport Advantage program licenses

IBM Content Classification

Part description                                         Part
                                                         number
 
IBM Content Classification Production
IBM Content Classification Processor Value Unit (PVU)    E046XLL
 Annual SW S&S
IBM Content Classification Processor Value Unit (PVU)    D61U6LL
 Lic + SW S&S 1
IBM Content Classification Processor Value Unit (PVU)    D61U7LL
 SW S&S Reinsta

IBM Content Classification

Part description                                         Part
                                                         number
 
IBM Content Classification Authorized
IBM Content Classification Authorized User Value Unit    E06VFLL
 Annual SW S&S Rnwl
IBM Content Classification Authorized User Value Unit    D090ILL
 Lic + SW S&S 12 Mo
IBM Content Classification Authorized User Value Unit    D090JLL
 SW S&S Reinstate 12 M

IBM Content Classification

Part description                                         Part
                                                         number
 
IBM Content Classification Employee
IBM Content Classification Employee User Value Unit      E06VGLL
 Annual SW S&S Rnwl
IBM Content Classification Employee User Value Unit Lic  D09OKLL
 + SW S&S 12 Mo
IBM Content Classification Employee User Value Unit SW   D090LLL
 S&S Reinstate 12 Mo

IBM Content Classification

Part description                                         Part
                                                         number
 
IBM Content Classification External
IBM Content Classification External User Value Unit      E06VHLL
 Annual SW S&S Rnwl
IBM Content Classification External User Value Unit Lic  D090MLL
 + SW S&S 12 Mo
IBM Content Classification External User Value Unit SW   D090NLL
 S&S Reinstate 12 Mo

IBM Content Classification

Part description                                         Part
                                                         number

IBM Content Classification Non-Production
IBM Content Classification Non-Production PVU Annual SW  E0DTPLL
 S&S Rnwl
IBM Content Classification Non-Production PVU Lic + SW   D0PS3LL
 S&S 12 Mo
IBM Content Classification Non-Production PVU SW S&S     D0PS4LL
 Reinstate 12 Mo

Passport Advantage supply

Program name/description                                 Part
                                                         number
 
IBM Content Classification V8.8.0
IBM Content Classification V8.8 Multiplatform English    BF051EN
 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 Content Classification V8.8.0

Entitled maintenance        Media packs description     Part
offerings description                                   number
 
IBM Content Classification  IBM Content Classification  BF051EN
 Authorized per User Value   V8.8 Multiplatform English
 Unit                        Media Pack
IBM Content Classification  IBM Content Classification  BF051EN
 Employee per User Value     V8.8 Multiplatform English
 Unit                        Media Pack
IBM Content Classification  IBM Content Classification  BF051EN
 External per User Value     V8.8 Multiplatform English
 Unit                        Media Pack
IBM Content Classification  IBM Content Classification  BF051EN
 Non-Production per          V8.8 Multiplatform English
 Processor Value Unit        Media Pack
IBM Content Classification  IBM Content Classification  BF051EN
 Production per Processor    V8.8 Multiplatform English
 Value  Unit                 Media Pack

On/Off CoD

IBM Content Classification Production

Part description                                         Part
                                                         number
 
IBM Content Classification PROCESSOR-Day(s) Per Use-Day  D61UGLL
OOCoD



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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 Proof of Entitlement (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.

This software license includes Software Subscription and Support (also referred to as Software Maintenance).

License Information form number
Program name                              Program    Form number
                                          number
 
IBM Content Classification                5724-T45   L-JKRR-8S4MH2

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

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

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

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.

Volume orders (IVO)

No

Passport Advantage applies

Yes, and through the Passport Advantage website at

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

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

Software Subscription and Support applies

Yes. Software Subscription and Support is included with licenses purchased through Passport Advantage and Passport Advantage Express . Product upgrades and technical support are provided by the Software Subscription and Support offering as described in the Agreements. Product upgrades provide the latest versions and releases to entitled software and Technical Support provides voice and electronic access to IBM support organizations, worldwide.

IBM includes one year of Software Subscription and Support with each program license acquired. The initial period of Software Subscription and Support can be extended by the purchase of a renewal option, if available.

While your Software Subscription and Support is in effect, IBM provides you assistance for your routine, short duration installation and usage (how-to) questions, and code-related questions. IBM provides assistance via telephone and, if available, electronic access, to your information systems (IS) technical support personnel during the normal business hours (published prime shift hours) of your IBM support center. (This assistance is not available to your end users.) IBM provides Severity 1 assistance 24 hours a day, 7 days a week. For additional details, consult your IBM Software Support Handbook at

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

Software Subscription and Support does not include assistance for the design and development of applications, your use of programs in other than their specified operating environment, or failures caused by products for which IBM is not responsible under the applicable agreements.

For additional information about the International Passport Advantage Agreement and the IBM International Passport Advantage Express Agreement, visit the Passport Advantage website at

http://www.ibm.com/software/passportadvantage
System i Software Maintenance applies

No

Educational allowance available

Not applicable.

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.

On/Off Capacity on Demand (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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IBM Electronic Services
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IBM has transformed its delivery of hardware and software support services to help you achieve higher system availability. Electronic Services is a web-enabled solution that offers an exclusive, no-additional-charge enhancement to the service and support available for IBM servers. These services are designed to provide the opportunity for greater system availability with faster problem resolution and preemptive monitoring. Electronic Services comprises two separate, but complementary, elements: Electronic Services news page and Electronic Services Agent.

The Electronic Services news page is a single Internet entry point that replaces the multiple entry points traditionally used to access IBM Internet services and support. The news page enables you to gain easier access to IBM resources for assistance in resolving technical problems.

The Electronic Service Agent™ is no-additional-charge software that resides on your server. It monitors events and transmits system inventory information to IBM on a periodic, client-defined timetable. The Electronic Service Agent automatically reports hardware problems to IBM . Early knowledge about potential problems enables IBM to deliver proactive service that may result in higher system availability and performance. In addition, information collected through the Service Agent is made available to IBM service support representatives when they help answer your questions or diagnose problems. Installation and use of IBM Electronic Service Agent for problem reporting enables IBM to provide better support and service for your IBM server.



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Passport Advantage

For Passport Advantage information and charges, contact your IBM representative or authorized IBM Business Partner, or authorized IBM Business Partner for Software ValueNet® , if applicable. 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

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

http://www.ibm.com/financing

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 or your local IBM representative, or your IBM Business Partner.

To 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

Electronic Service Agent is a trademark of IBM Corporation in the United States, other countries, or both.

IBM, InfoSphere, Lotus Notes, FileNet, Passport Advantage, Express, DB2, OmniFind, iSeries, pSeries, ValueNet and ibm.com are registered trademarks of IBM Corporation in the United States, other countries, or both.

Microsoft and Windows are 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

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/