IP Library Granted Patent US 11,630,744
Granted Patent B2
US 11,630,744 · App. 17/125,054 · Granted Apr 18, 2023

Methods and systems relating to network based storage retention

Inventors: Geoffrey Bourgeois (Greely, CA); Greg Campbell (Greely, CA)
Assignee: Veritas Technologies LLC
G06F11/1469G06F11/1448G06F16/125G06F16/334G06F16/353H04L63/145G06F2201/80G06F2216/03H04L67/1097
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Quick Facts
Patent No.
US 11,630,744
App. No.
17/125,054
Filed
Dec 17, 2020
Granted
Apr 18, 2023
Kind
B2
Art Unit
2164
USPC
707/663
Abstract

Cloud storage provides accessible interfaces, near-instant elasticity, scalability, multi-tenancy, and metered resources in a distributed framework providing fault tolerant solutions with high data durability. Stored data may have legal or compliance requirements defining retention periods ensuring the data is preserved without modification for a period of time. However, data privacy rules such as the European Union's General Data Protection Regulation can require modification or destruction of records at any point. Further, many retention structures are user driven but users make mistakes requiring a change to the record's associated retention period. Retention period mechanism enforced with immutable storage can satisfy compliance requirements but run contrary to data privacy rules as well as blocking adjustments. Accordingly, processes, methods and systems are required allowing retention policy application to data being stored within network based storage as well as allowing retention policies to be applied to stored data thereby facilitating retention period adjustments.

Claims (86)

1. A computer-implemented method comprising:

capturing an item of data to be stored within a network storage device; and

executing a process upon an electronic device comprising at least a microprocessor with respect to the captured item of data, the process comprising the steps of:

retrieving one or more retention policies from a retention policy database;

evaluating the one or more retention policies against the item of data;

determining whether a retention policy of the one or more retention policies is met by the item of data;

upon a positive determination that the retention policy of the one or more retention policies has been met storing the item of data within the network storage device and applying the retention policy of the one or more retention policies; and

upon a negative determination that the retention policy of the one or more retention policies has been met storing the item of data within the network storage device without applying any of the one or more retention policies; wherein

the process further comprises determining whether either a trigger of a plurality of triggers has been met or a predetermined process has been established; and

upon a positive determination that either the trigger of the plurality of triggers has been established or the predetermined process has been established executing a second process upon another electronic device comprising at least another microprocessor, the second process comprising the steps of:

identifying a stored item of data;

retrieving one or more immutable retention policies from a second retention policy database;

evaluating the one or more immutable retention policies against the stored item of data;

determining whether an immutable retention policy of the one or more immutable retention policies is met by the stored item of data;

upon a positive determination that the immutable retention policy of the one or more immutable retention policies has been met applying the immutable retention policy of the one or more immutable retention policies to the stored item of data; and

upon a negative determination taking no action with respect to the stored item of data.

2. The method according to claim 1 , wherein

the retention period associated with the retention policy of the one or more retention policies is time based.

3. The method according to claim 1 , wherein

the retention period associated with the retention policy of the one or more retention policies is non-time based.

4. The method according to claim 1 , wherein

upon a positive determination that the retention policy of the one or more retention policies has been met executing a second process upon the electronic device with respect to the captured item of data, the second process comprising the steps of: determining whether other retention policies have been met; and

upon a positive determination that multiple retention policies have been met storing the item of data within the network storage device with data and applying the longest retention policy of the multiple retention policies.

5. The method according to claim 1 , wherein

the immutable retention period associated with the immutable retention policy of the one or more immutable retention policies is time based.

6. The method according to claim 1 , wherein

the immutable retention period associated with the immutable retention policy of the one or more immutable retention policies is non-time based.

7. The method according to claim 1 , wherein

upon a positive determination that the immutable retention policy of the one or more immutable retention policies has been met executing a second process upon the electronic device with respect to the captured item of data, the second process comprising the steps of:

determining whether other immutable retention policies have been met; and

upon a positive determination that multiple immutable retention policies have been met applying the immutable policy of the multiple immutable retention policies having the longest immutable retention policy to the stored item of data.

8. A computer-implemented method comprising:

retrieving data associated with a data element stored within a network storage device; and

executing a process upon an electronic device comprising at least a microprocessor with respect to the data for the stored data element, the process comprising the steps of:

retrieving one or more retention policies from a retention policy database;

evaluating the one or more retention policies against the data for the stored data element;

determining whether a retention policy of the one or more retention policies is met by the data for the stored data element;

upon a positive determination that the retention policy of the one or more retention policies has been met applying the retention policy of the one or more retention policies to the stored data element; and

upon a negative determination that the retention policy of the one or more retention policies has been met applying a default retention period to the stored data element; wherein

the process further comprises determining whether either a trigger of a plurality of triggers has been met or a predetermined process has been established; and

upon a positive determination that either the trigger of the plurality of triggers has been established or the predetermined process has been established executing a second process upon another electronic device comprising at least another microprocessor, the second process comprising the steps of:

identifying another stored data element;

retrieving one or more immutable retention policies from a second retention policy database;

evaluating the one or more immutable retention policies against the stored data element;

determining whether an immutable retention policy of the one or more immutable retention policies is met by the stored data element;

upon a positive determination that the immutable retention policy of the one or more immutable retention policies has been met applying the immutable retention policy of the one or more immutable retention policies to the stored data element; and

upon a negative determination taking no action with respect to the stored data element.

9. The method according to claim 8 , wherein

the retention period associated with the retention policy of the one or more retention policies is time based.

10. The method according to claim 8 , wherein

the retention period associated with the retention policy of the one or more retention policies is non-time based.

11. The method according to claim 8 , wherein

upon a positive determination that the retention policy of the one or more retention policies has been met executing a second process upon the electronic device with respect to the data, the second process comprising the steps of:

determining whether other retention policies have been met; and

upon a positive determination that multiple retention policies have been met applying the longest retention policy of the multiple retention policies to the stored data element.

12. The method according to claim 8 , wherein

the immutable retention period associated with the immutable retention policy of the one or more immutable retention policies is time based.

13. The method according to claim 8 , wherein

the immutable retention period associated with the immutable retention policy of the one or more immutable retention policies is non-time based.

14. The method according to claim 8 , wherein

upon a positive determination that the immutable retention policy of the one or more immutable retention policies has been met executing a second process upon the electronic device with respect to the captured data element, the second process comprising the steps of:

determining whether other immutable retention policies have been met; and

upon a positive determination that multiple immutable retention policies have been met applying the immutable policy of the multiple immutable retention policies having the longest immutable retention policy to the stored data element.

15. A computer-implemented method comprising:

capturing an item of data to be stored within a network storage device;

executing a process upon an electronic device comprising at least a microprocessor with respect to the captured item of data, the process comprising the steps of:

retrieving one or more retention policies from a retention policy database;

evaluating the one or more retention policies against the item of data;

determining whether a retention policy of the one or more retention policies is met by the item of data;

upon a positive determination that the retention policy of the one or more retention policies has been met storing the item of data within the network storage device and applying the retention policy of the one or more retention policies; and

upon a negative determination that the retention policy of the one or more retention policies has been met storing the item of data as stored item of data within the network storage device without applying any of the one or more retention policies;

determining whether either a trigger of a plurality of triggers has been met or a predetermined process has been established; and

upon a positive determination that either the trigger of the plurality of triggers has been established or the predetermined process has been established executing a second process upon another electronic device comprising at least another microprocessor, the second process comprising the steps of:

retrieving one or more immutable retention policies from a second retention policy database;

evaluating the one or more immutable retention policies against the stored item of data;

determining whether an immutable retention policy of the one or more immutable retention policies is met by the stored item of data;

upon a positive determination that the immutable retention policy of the one or more immutable retention policies has been met applying the immutable retention policy of the one or more immutable retention policies to the stored item of data; and

upon a negative determination taking no action with respect to the stored item of data.

16. The method according to claim 15 , wherein

upon a positive determination that the retention policy of the one or more retention policies has been met executing a second process upon the electronic device with respect to the captured item of data, the second process comprising the steps of:

determining whether other retention policies have been met; and

upon a positive determination that multiple retention policies have been met storing the item of data within the network storage device with data and applying the longest retention policy of the multiple retention policies.

17. The method according to claim 15 , wherein

upon a positive determination that the immutable retention policy of the one or more immutable retention policies has been met executing a second process upon the electronic device with respect to the captured item of data, the second process comprising the steps of:

determining whether other immutable retention policies have been met; and

upon a positive determination that multiple immutable retention policies have been met applying the immutable policy of the multiple immutable retention policies having the longest immutable retention policy to the stored item of data.

Assignments (11)
AMENDMENT NO. 1 TO PATENT SECURITY AGREEMENT Recorded Apr 8, 2025
From: VERITAS TECHNOLOGIES LLC; COHESITY, INC.
To: JPMORGAN CHASE BANK, N.A.
Reel/Frame 070779/0001 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 26, 2025
From: VERITAS TECHNOLOGIES LLC
To: COHESITY, INC.
Reel/Frame 070335/0013 →
RELEASE OF SECURITY INTEREST Recorded Dec 16, 2024
From: ACQUIOM AGENCY SERVICES LLC, AS COLLATERAL AGENT
To: VERITAS TECHNOLOGIES LLC
Reel/Frame 069591/0510 →
RELEASE OF SECURITY INTEREST Recorded Dec 13, 2024
From: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS NOTES COLLATERAL AGENT
To: VERITAS TECHNOLOGIES LLC
Reel/Frame 069577/0001 →
SECURITY INTEREST Recorded Dec 9, 2024
From: VERITAS TECHNOLOGIES LLC; COHESITY, INC.
To: JPMORGAN CHASE BANK. N.A.
Reel/Frame 069890/0001 →
ASSIGNMENT OF SECURITY INTEREST IN PATENT COLLATERAL Recorded Nov 25, 2024
From: BANK OF AMERICA, N.A., AS ASSIGNOR
To: ACQUIOM AGENCY SERVICES LLC, AS ASSIGNEE
Reel/Frame 069440/0084 →
PATENT SECURITY AGREEMENT SUPPLEMENT Recorded Mar 7, 2022
From: VERITAS TECHNOLOGIES LLC
To: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS NOTES COLLATERAL AGENT
Reel/Frame 059337/0159 →
PATENT SECURITY AGREEMENT SUPPLEMENT Recorded Feb 24, 2022
From: VERITAS TECHNOLOGIES LLC
To: BANK OF AMERICA, N.A.
Reel/Frame 059247/0656 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 17, 2021
From: HUBSTOR INC.
To: VERITAS TECHNOLOGIES LLC
Reel/Frame 058665/0587 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 17, 2021
From: HUBSTOR INC.
To: VERITAS STORAGE (IRELAND) LTD.
Reel/Frame 058163/0954 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 17, 2021
From: VERITAS STORAGE (IRELAND) LTD.
To: VERITAS TECHNOLOGIES LLC
Reel/Frame 058135/0116 →
Continuity (7)
Continuation In Part 17098773 · Nov 16, 2020
Division 16044945 · Jul 25, 2018
Division 17125054
Continuation In Part 15982255 · May 17, 2018
Provisional Application 62536677 · Jul 25, 2017
Provisional Application 62507960 · May 18, 2017
Related Publication 20210141698A1 · May 13, 2021
Cited By (1)
US 12,639,260