j2 Global Communications Inc et al v. RingCentral Inc

Filing 47

PROTECTIVE ORDER by Magistrate Judge Andrew J. Wistrich re Stipulation for Protective Order 46 . See document for details. (yb)

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1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Robert A. Sacks (SBN 150146) sacksr@sullcrom.com Brian R. England (SBN 211335) englandb@sullcrom.com Edward E. Johnson (SBN 241065) johnsonee@sullcrom.com SULLIVAN & CROMWELL LLP 1888 Century Park East Los Angeles, California 90067-1725 Telephone: (310) 712-6600 Facsimile: (310) 712-8800 Attorneys for Plaintiffs j2 Global, Inc. and Advanced Messaging Technologies, Inc. Clement S. Roberts (SBN 209203) crobertson@durietangri.com Joseph C. Gratz (SBN 240676) jgratz@durietangri.com Sonali D. Maitra (SBN 254896) smaitra@durietangri.com DURIE TANGRI LLP 217 Leidesdorff Street San Francisco, CA 94111 Telephone: (415) 362-6666 Facsimile: (415) 236-6300 Attorneys for Defendant RingCentral, Inc. 16 UNITED STATES DISTRICT COURT CENTRAL DISTRICT OF CALIFORNIA 17 18 19 20 J2 GLOBAL COMMUNICATIONS, INC., and ADVANCED MESSAGING TECHNOLOGIES, INC. 21 22 23 24 25 26 27 Plaintiffs, v. RINGCENTRAL, INC., Defendant. _______________________________ AND RELATED CROSS-ACTION 28 K ENYON & K ENYON LLP PALO ALTO CASE NO. CV-11-4686 DDP (AJWX) ) Case No. 11-4686-DDP (AJWx) ) ) STIPULATED PROTECTIVE ORDER ) ) ) ) ) ) ) ) ) ) ) [PROPOSED] STIPULATED PROTECTIVE ORDER 1 2 3 The parties to this action stipulate to, and seek entry of, the following Protective Order: 1. “Confidential” information is information that, in good faith, a party 4 believes to contain (a) proprietary or commercially sensitive information which is 5 not publicly known and which its owner would not reveal to others except in 6 confidence; (b) personal information; or (c) information that should otherwise be 7 subject to confidential treatment under the Federal Rules of Civil Procedure. If a 8 person producing information under this Order (the “Producing Person”) designates 9 information as “Confidential,” the designated information shall be treated as 10 Confidential unless successfully challenged under ¶ 11. 11 documents, the Producing Person shall, where practical, mark each page containing 12 Confidential information as “Confidential.” 13 produced in native format may be marked as Confidential by placing such a 14 designation in the title of the document. 15 2. When producing Thus, for example, documents “Restricted Confidential” information shall be limited to information 16 that, in good faith, a party believes to contain (a) current and past (to the extent 17 they reflect on current) business planning and financial information; (b) trade 18 secrets; (c) past or current company personnel or employee information; (d) source 19 code; and (e) information concerning a party’s sales or the design, structure or 20 workings of a party’s products or systems which could, if it became known to other 21 parties, harm the competitive position of its owner. 22 designates information as Restricted Confidential under this Order, the designated 23 information shall be treated as Restricted Confidential unless successfully 24 challenged under ¶ 11. When producing documents, the Producing Person shall 25 mark each page containing Restricted Confidential information as “Restricted 26 Confidential.” 27 3. 28 K ENYON & K ENYON LLP PALO ALTO If a Producing Person Any Producing Person, whether or not a party to this action, may designate information as Confidential or Restricted Confidential under this Order. CASE NO. CV-11-4686 DDP (AJWX) -2- [PROPOSED] STIPULATED PROTECTIVE ORDER 1 4. When a document is designated as Confidential or Restricted 2 Confidential, the designation includes not only the document so designated, but 3 also any information derived from that document, and any copies, excerpts, 4 summaries, or compilations thereof. 5 5. A person or entity receiving information under this Order (the 6 “Receiving Person”) shall use Confidential or Restricted Confidential information 7 (together, “Protected Information”) only to conduct this litigation and related 8 proceedings before the FCC and for no other purpose.. 9 6. By receiving information under this Order, all Receiving Persons agree 10 to be subject to the jurisdiction of this Court concerning their use of Protected 11 Information. 12 independent companies engaged by outside litigation counsel to perform litigation 13 support service, shall sign an acknowledgment in the form attached hereto as 14 Exhibit A, indicating that they have read and understood the terms of this Order and 15 agree to submit to the jurisdiction of the Central District of California for 16 enforcement of this Order. 17 acknowledgments, and will produce the same to the opposing party when so 18 ordered by the Court. 19 20 7. All receiving persons other than attorneys, their staff, and Counsel for each party shall maintain all original A Receiving Person may disclose Restricted Confidential information only to the following: 21 a. outside litigation counsel retained by a party in this action or a related 22 matter before the FCC., including attorneys, their staff, and independent 23 companies engaged by outside litigation counsel to perform litigation 24 support services (such as document and graphics vendors); 25 b. independent experts or consultants retained by outside litigation 26 counsel, 27 c. Participants in juror focus groups, provided they sign a confidentiality 28 agreement not to use or disclose any such material and that they are not K ENYON & K ENYON LLP PALO ALTO CASE NO. CV-11-4686 DDP (AJWX) -3- [PROPOSED] STIPULATED PROTECTIVE ORDER 1 allowed to retain any notes or other written materials relating to the 2 Restricted Confidential Materials; 3 d. any person giving testimony in this action at deposition, trial or 4 hearing witnesses, but only if the person giving testimony is the creator, 5 author or recipient of the Restricted Confidential information, provided 6 that such persons may not retain any documents containing Restricted 7 Confidential information provided to them at such deposition, trial or 8 hearing; 9 e. the Court, its personnel and any court reporters and videographers 10 involved in taking or transcribing testimony in this action; and 11 f. any other person by written agreement of the parties or by order of the 12 Court. 13 Any person who receives Restricted Confidential information is prohibited from 14 prosecuting, preparing, or having any substantive involvement with any patent 15 application on behalf of any party to this action relating to e-mail to fax or fax to e- 16 mail services, products, systems, or methods for three years after the completion of 17 this lawsuit. 18 participation in any post grant proceedings before the Patent and Trademark Office. 19 20 8. For the purpose of clarity, this provision shall NOT prevent A Receiving Person may disclose Confidential information only to the following: 21 a. persons listed in ¶ 7; and 22 b. any person giving testimony in this action at deposition, trial or 23 hearing witnesses, but only for purposes of reasonable, material, and 24 relevant testimony or preparation of such testimony in the litigation, 25 provided that such persons may not retain any documents containing 26 Protected Information; and 27 c. employees of the Receiving Person to whom disclosure is reasonably 28 necessary for the management, supervision, or oversight of the litigation. K ENYON & K ENYON LLP PALO ALTO CASE NO. CV-11-4686 DDP (AJWX) -4- [PROPOSED] STIPULATED PROTECTIVE ORDER 1 9. Before a Receiving Person can share Protected Information received 2 from another party in the litigation with an independent expert or consultant under ¶ 3 7.b, the Receiving Person shall provide the Producing Person written notice of its 4 intention, which shall include the proposed expert’s curriculum vitae, a list of cases 5 in which the expert or consultant has submitted a report or given testimony in the 6 last five years, as well as a list of any previous or current relationship with any 7 party to this action. If the Producing Person objects to the disclosure, it must send a 8 written objection, including a detailed explanation of its objection, that is received 9 within ten business days after the Producing Person’s receipt of the written notice. 10 Absent a timely written objection, the Receiving Person may share Protected 11 Information with the independent expert. If the Producing Person makes a timely 12 written objection, the Receiving Person shall not share Protected Information with 13 the independent expert until the objection is resolved by agreement or by the Court. 14 If the parties cannot resolve this dispute, they may proceed under the Local Rules 15 addressing discovery disputes, with the Producing Person bearing the burden of 16 filing a motion and establishing good cause to support its objection. A producing 17 party shall not seek discovery with respect to a consultant or other non-testifying 18 expert of a party who has received Protected Information, absent a Court order 19 pursuant to a motion made by the producing party. Draft expert reports, expert 20 notes and all communications between litigation counsel and experts shall not be 21 discoverable in this action. 22 10. If not so designated in the transcript, deposition testimony shall be 23 deemed Restricted Confidential until thirty days following the reporter’s 24 distribution of the final transcript. During those thirty days, a Producing Person 25 may designate portions of the transcript under ¶ 1 or ¶ 2 by sending written 26 designations to all parties to this action. 27 28 K ENYON & K ENYON LLP PALO ALTO 11. If a Receiving Person disagrees with a designation of information under ¶ 1 or ¶ 2, it shall provide the Producing Person written notice of its CASE NO. CV-11-4686 DDP (AJWX) -5- [PROPOSED] STIPULATED PROTECTIVE ORDER 1 challenge. If the parties cannot resolve this dispute, they may proceed under the 2 Local Rules addressing discovery disputes, with the Receiving Person bearing the 3 burden of filing a motion and showing that the information is Not Confidential or 4 Restricted Confidential. 5 waive a Receiving Person’s ability to bring a later challenge. 6 12. Failure to challenge a designation immediately does not Source code designated “Restricted Confidential” and produced in 7 electronic form shall be maintained in the sole custody and control of the Producing 8 Person and shall be maintained, respectively, at the San Francisco office of lead 9 outside counsel for RingCentral (with respect to source code produced by 10 RingCentral) and at the Palo Alto office of lead outside counsel for j2 and AMT 11 (with respect to source code produced by j2 and/or AMT). The Parties may vary 12 the location by mutual agreement. The source code shall be made accessible to 13 outside counsel for the Receiving Person and their independent experts or 14 consultants who are actively assisting in the litigation during normal business hours 15 upon five (5) days advance notice of the review. 16 (a) The Producing Person shall make its source code available in 17 electronic form—if it exists in such form -on a stand-alone, i.e., non- 18 networked, standard personal computer with Microsoft Windows, Linux or 19 some other standard operating system installed in accordance with its 20 standard installation processes. In the event that the source code to be 21 produced does not exist in electronic form, the Producing Person shall so 22 certify in writing and will meet and confer in good faith to make 23 arrangements for the mutually-convenient review of such code; 24 (b) The Producing Person shall provide a dedicated, stand-alone 25 printer connected to the computer used for source code review, and it shall be 26 loaded with paper bearing pre-printed production control numbering. The 27 Receiving Person’s outside counsel and/or independent experts or consultants 28 may print excerpts of the source code that they in good faith consider to be K ENYON & K ENYON LLP PALO ALTO CASE NO. CV-11-4686 DDP (AJWX) -6- [PROPOSED] STIPULATED PROTECTIVE ORDER 1 relevant to the claim or defense of any party and only to the extent necessary 2 to perform his or her responsibilities in connection with the action and no 3 more than a maximum of 50 consecutive pages and 500 pages total. If the 4 Receiving Person believes that more than 50 consecutive pages, and/or more 5 than 500 pages of printouts is necessary, the Receiving Person may request 6 permission to print out a specified larger number of pages. In requesting 7 permission, the Receiving Person shall provide a written explanation. As an 8 example, a particular source code file may be more than 50 pages long, and a 9 printout of the entire source code file may be necessary. The Producing 10 Person shall consider the Receiving Person’s request in good faith, and shall 11 not unreasonably withhold permission. The originals of any printouts shall 12 be provided to counsel for the Producing Person on that same day. The 13 Producing Person’s counsel shall deliver copies of the printouts to the 14 Receiving Person’s outside counsel within two (2) business days. The 15 printouts of source code excerpts are to be maintained at all times in a secure 16 location at the offices of outside counsel for the Receiving Person and may 17 be reviewed by experts, consultants, and outside counsel only at outside 18 counsel’s offices. The printouts or any of the information contained in the 19 hard copies shall not be converted into an electronic format or further copied, 20 without the express consent of the Producing Person, which consent shall not 21 be unreasonably withheld. 22 (c) The Receiving Person’s outside counsel and/or independent 23 experts or consultants shall be permitted to save, to a file on the hard drive of 24 the stand-alone computer used for source code review, excerpts of the 25 Producing Person’s source code, and results of searches through the source 26 code, for storage or future potential printing. Such file(s) shall be preserved 27 by the Producing Person until the conclusion of the Action. 28 K ENYON & K ENYON LLP PALO ALTO CASE NO. CV-11-4686 DDP (AJWX) -7- [PROPOSED] STIPULATED PROTECTIVE ORDER 1 (d) Upon request by the Receiving Person, the Producing Person 2 shall work in good faith with the Receiving Person to provide software 3 and/or tools used by the Producing Person and their independent experts or 4 consultants who are actively assisting in the litigation to work with the source 5 code, to the extent lawful and feasible. In the event that the Receiving 6 Person’s outside counsel and/or independent experts or consultants requests 7 that any source code analytical software be installed on the computer to be 8 used for source code review, the Receiving Person’s outside counsel shall 9 notify the Producing Person’s counsel and provide a copy of the source code 10 analytical software to be installed. The Producing Person shall install such 11 source code analytical software within three (3) business days of the 12 Receiving Person’s request. Insofar as there is a charge or cost for a license 13 to the software and/or tool requested by the Receiving Person, the Receiving 14 Person shall be solely responsible for that cost and for obtaining and 15 providing a copy to the Producing Person. 16 (e) All source code shall be produced for review in its native 17 format. If the source code does not exist in searchable form, the Producing 18 Person shall provide a written explanation and will meet and confer in good 19 faith to reach a reasonable accommodation for the efficient review of such 20 code.; 21 (f) No source code produced pursuant to this Paragraph 12 shall be 22 redacted, password protected, deleted, modified or otherwise concealed or 23 withheld from review by the Receiving Person’s outside counsel and/or 24 independent experts or consultants. Receiving Person’s outside counsel is 25 likewise prohibited from modifying, annotating, altering or otherwise 26 changing any of the source code produced pursuant to this Paragraph 12. 27 13. If a Producing Person inadvertently fails to designate material as 28 Protected Information at the time of production, or inadvertently fails to designate K ENYON & K ENYON LLP PALO ALTO CASE NO. CV-11-4686 DDP (AJWX) -8- [PROPOSED] STIPULATED PROTECTIVE ORDER 1 Restricted Confidential material as such, it shall notify all Receiving Persons of its 2 failure as soon as possible after discovery. The Producing Person shall promptly 3 supply all Receiving Persons with new copies of any documents bearing corrected 4 confidentiality designations. When such a designation is made, the Receiving 5 Person shall promptly take all necessary steps to ensure that the document or 6 information is treated according to its new designation from the date of the notice 7 forward. 8 14. Any discovery documents produced in this litigation may be later 9 designated as “Attorney Client Privileged” or “Attorney Work Product” promptly 10 upon discovery by the Producing Person that any such privileged or immune 11 document was produced through inadvertence, mistake, or other error, and no 12 waiver of privilege or immunity shall be deemed to have occurred. Upon such 13 designation, the Receiving Person promptly shall make best efforts to collect all 14 copies of the documents and will return all copies it can locate to the Producing 15 Person without regard to any claim of waiver or any other excuse. The Receiving 16 Person will also promptly destroy any summaries, work-product or notes on or 17 reflecting the Privileged or Work Product information. 18 requesting the return of Privileged or Work-Product Material, the Producing Person 19 will provide a privilege log for the recalled materials. 20 assertion of privilege or work product over the recalled materials must be made on 21 the basis of this log and may not be made using copies of the recalled materials 22 (which must be returned pursuant to the provisions of this section). 23 15. Within five days of Any challenge to the In the event that any Protected Information is used in any proceeding 24 in connection with this litigation, it shall not lose its Confidential or Restricted 25 Confidential status through such use, and the parties shall take all steps reasonably 26 required to protect its confidentiality during such use. 27 28 K ENYON & K ENYON LLP PALO ALTO 16. To the extent that any Confidential or Restricted Confidential information subject to this Protective Order (or any pleading, motion, or CASE NO. CV-11-4686 DDP (AJWX) -9- [PROPOSED] STIPULATED PROTECTIVE ORDER 1 memorandum referring to them) is proposed to be filed or is filed with the Court, 2 those materials and papers, or any portion thereof which discloses Confidential or 3 Restricted Confidential information, shall be presented to the judge (by the filing 4 party) accompanied by an application to file under seal in accordance with the 5 procedures set forth in Local Rule 79-5.1 and shall be marked “CONFIDENTIAL 6 INFORMATION FILED UNDER SEAL” on the outside of the sealing envelopes; 7 such application shall be directed to the judge to whom the papers are directed. 8 Pending a ruling on the application submitted in accordance with Local Rule 79- 9 5.1, the papers or portions thereof subject to the application shall be lodged under 10 seal. However, only those portions of filings containing Confidential or Restricted 11 Confidential information shall be filed under seal. The filing party shall also file 12 with the Court for regular filing a redacted version of any filing submitted under 13 Local Rule 79-5.1 in which any Confidential and/or Restricted Confidential 14 information shall be redacted. 15 17. Nothing in this Order precludes any person from disclosing or using in 16 any manner its own information, or information not obtained under this Order, even 17 if the same information is also produced under this Order. Likewise, nothing in this 18 Order precludes any person from disclosing or using in any manner Confidential or 19 Restricted Confidential information which has become publicly available through 20 no fault of the Receiving Person. 21 18. Nothing in this Order precludes any person from showing a document 22 containing Protected Information to an individual who prepared or received the 23 document, or from disclosing Protected Information to a current employee, officer 24 or director of the Producing Person. 25 19. No information may be withheld from discovery on the ground that the 26 material to be disclosed requires protection greater than that afforded by this 27 Protective Order unless the party claiming a need for greater protection moves for 28 K ENYON & K ENYON LLP PALO ALTO CASE NO. CV-11-4686 DDP (AJWX) - 10 - [PROPOSED] STIPULATED PROTECTIVE ORDER 1 an order providing such special protection pursuant to Rule 26(c) and Local Rules 2 37-1 through 37-4. 3 20. The Parties acknowledge and agree that nothing in this protective 4 order is intended to be construed inconsistently with the rights and obligations of 5 the Parties under Local Rules 37-1 through 37-4 governing cooperation during 6 discovery, and that, in the event of any inconsistency, the procedures defined by the 7 Local Rules shall govern. If the Parties wish to file the Joint Stipulation (or 8 portions thereof) required by Local Rule 37-2 under seal, the Parties may file a 9 separate stipulation to that effect, or the moving party may file an ex parte 10 application making the appropriate request. The Parties acknowledge and agree 11 that the stipulation or ex parte application must demonstrate good cause as to why 12 the Joint Stipulation or portions thereof should be filed under seal. 13 21. Within sixty days of the termination of litigation between the parties, 14 all Protected Information shall be destroyed or returned to the Producing Person, 15 except that one designated outside litigation counsel of record for each party may 16 maintain in its files one copy of each deposition transcript, each document filed 17 with the Court, and each correspondence transmitted between outside counsel for 18 the parties to this action. 19 20 So ORDERED AND SIGNED this 21 2nd day of November, 2012. /s/ 22 HON. ANDREW J. WISTRICH UNITED STATES MAGISTRATE JUDGE 23 24 25 26 27 28 K ENYON & K ENYON LLP PALO ALTO CASE NO. CV-11-4686 DDP (AJWX) - 11 - [PROPOSED] STIPULATED PROTECTIVE ORDER 1 EXHIBIT A 2 CERTIFICATE OF COMPLIANCE 3 I, (print name), declare as follows: 4 I certify that I have received a copy of the Stipulated Protective Order (“Order”) in 5 the matter captioned j2 Global Communications, Inc. and Advanced Messaging 6 Technologies, Inc. v. RingCentral, Inc., United States District Court for the 7 Central District of California, Case No. CV-11-4686 DDP (AJWx), which governs 8 the production and use of Protected Information in this case. I have read and 9 understand the Order. I hereby acknowledge that I am bound by the Order, and I 10 agree to abide by it. I further understand that the Protected Information many only 11 be used in strict accordance with the terms of the Order and then only for the 12 prosecution and defense of this litigation. 13 I further acknowledge that I may be held responsible for any failure on my 14 part to comply with the provisions of the Order, and I agree to subject myself to the 15 jurisdiction of the United States District Court for the Central District of California, 16 for the purpose of enforcing the Order. 17 18 I hereby declare under penalty of perjury that the foregoing is true and correct. 19 20 21 (Signature) 22 23 (Print Name) 24 25 26 27 28 K ENYON & K ENYON LLP PALO ALTO CASE NO. CV-11-4686 DDP (AJWX) - 12 - [PROPOSED] STIPULATED PROTECTIVE ORDER

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