Versata Software, Inc. et al v. Dorado Software, Inc.

Filing 24

STIPULATED PROTECTIVE ORDER signed by Magistrate Judge Dale A. Drozd on 11/25/14. (Manzer, C)

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1 2 3 4 5 6 7 8 9 10 Alisa Lipski (SBN 278710) Ahmad, Zavitsanos, Anaipakos, Alavi & Mensing P.C. 1221 McKinney, Suite 3460 Houston, Texas 77010 Tel: 713-655-1101 Fax: 713-655-0062 Email: alipski@azalaw.com Attorneys for Plaintiff Audrey A. Millemann, (SBN 124954) Weintraub Tobin Chediak Coleman Grodin Law Corporation 400 Capital Mall, 11th Floor Sacramento, California 95814 Tel: 916-558-6000 Fax: 916-446-1611 Attorneys for Defendant 11 12 UNITED STATES DISTRICT COURT 13 EASTERN DISTRICT OF CALIFORNIA 14 15 16 17 VERSATA SOFTWARE, INC., F/K/A TRILOGY SOFTWARE, INC.; and VERSATA DEVELOPMENT GROUP, INC., F/K/A TRILOGY DEVELOPMENT GROUP, INC., 18 19 20 21 No. 2:13-cv-00920-MCE-DAD STIPULATION AND PROTECTIVE ORDER Plaintiffs, v. DORADO SOFTWARE, INC., Defendant. 22 23 24 25 WHEREAS, Plaintiffs Versata Software, Inc., F/K/A Trilogy Software, Inc.; And Versata Development Group, Inc., F/K/A Trilogy Development Group (collectively, “Versata”) and Defendant Dorado Software, Inc. (“Dorado”) (collectively, the “Parties”), by and through their 26 27 28 attorneys, seek to expedite the flow of discovery materials, to facilitate the prompt resolution of disputes over the confidentiality of discovery materials, to adequately protect information the 1 STIPULATED PROTECTIVE ORDER 1 Parties are entitled to keep confidential, to ensure that only materials the Parties are entitled to 2 keep confidential are subject to such treatment, and to ensure that the Parties are permitted 3 reasonably necessary uses of such materials in preparation for and in the conduct of trial; 4 WHEREAS, it reasonably appears that the public disclosure of materials, information and 5 6 7 things determined to be confidential could cause irreparable financial and competitive harms to the disclosing Party or third party; and 8 WHEREAS, good cause exists for the entry of a Protective Order that is narrowly 9 tailored to protect the aforementioned confidential material, information, and things of the Parties 10 and any third parties from whom confidential material, information, or things are sought; 11 Pursuant to Fed. R. Civ. P. 26(c), it is HEREBY ORDERED THAT: 12 13 1. PURPOSES AND LIMITATIONS 14 Disclosure and discovery activity in this action are likely to involve production of 15 confidential, proprietary, or private information for which special protection from public 16 disclosure and from use for any purpose other than prosecuting this litigation would be warranted. 17 This Order does not confer blanket protections on all disclosures or responses to 18 discovery, and the protection it affords extends only to the limited information or items that are 19 entitled under the applicable legal principles to treatment as confidential. 20 2. 21 DEFINITIONS 2.1 Party: any party to Versata Software, Inc., et al v. Dorado Software, Inc., , Civil 22 Action No. 2:13-cv-00920-MCE-DAD, and any parent, subsidiary, or affiliate of a party to this 23 Action, including all their officers, directors, employees, consultants, or agents. 24 25 26 2.2 Action: Versata Software, Inc., et al v. Dorado Software, Inc., , Civil Action No. 2:13-cv-00920-MCE-DAD. 2.3 Disclosure or Discovery Material: all items or information, regardless of the 27 medium or manner generated, stored, or maintained (including, among other things, testimony, 28 transcripts, or tangible things) that are produced or generated in disclosures or responses to 2 STIPULATED PROTECTIVE ORDER 1 2 discovery in this matter. 2.4 “Confidential” Information or Items: Confidential information (regardless of how 3 generated, stored or maintained) is defined as comprising or containing: (1) trade secrets under 4 applicable law; (2) commercial information (such as business plans, business strategies, market 5 plans, market and/or demographic research, market penetration, market share, advertising, 6 negotiations, and license agreements); (3) financial information (such as budgeting, accounting, 7 sales figures and advertising expenditures); (4) business relationship information (such as 8 information pertaining to potential and/or existing customers, competitors, suppliers, distributors, 9 affiliates, subsidiaries and parents); or (5) technical information (such as research and 10 development information, lab notebooks, block diagrams, system level engineering documents, 11 inventor notebooks and/or files, specifications and design documents, manufacturing documents, 12 quality control /quality assurance documents and data, schematics, blueprints, CAD drawings and 13 data, information relating to future products). 14 2.5 “Highly Confidential – Attorney’s Eyes Only” Information or Items: Highly 15 Confidential Information – Attorney’s Eyes Only information is extremely sensitive information 16 and items, the disclosure of which to another Party or nonparty would create a substantial risk of 17 serious injury to the business or competitive interests of the Producing Party that could not be 18 avoided by less restrictive means. 19 20 21 2.6 Receiving Party: a Party or Retained Expert(s) that or who receives Disclosure or Discovery Material from a Producing Party. 2.7 Producing Party: a Party or non-party that or who produces or discloses Discovery 22 Material in this Action. Any non-party shall be entitled the rights and protections provided to a 23 Producing and/or Designating Party. 24 2.8 Designating Party: a Party or non-party that or who designates information or 25 items that it produces in disclosures or in responses to discovery as “Confidential,” or “Highly 26 Confidential - Attorney’s Eye’s Only.” 27 28 2.9 Protected Material: any Disclosure or Discovery Material that is designated as “Confidential,” or “Highly Confidential - Attorney’s Eye’s Only.” 3 STIPULATED PROTECTIVE ORDER 1 2 2.10 Outside Counsel: attorneys who are not employees of a Party but who are specially retained to represent or advise a Party in this action. 3 2.11 In-House Counsel: attorneys who are employees or contractors of a Party or a 4 Party’s parents, subsidiaries, or commonly controlled companies, or members of the legal staff or 5 the intellectual property department of the parties and who as part of that employment participate 6 in decisions with reference to this Action. 7 8 2.12 Counsel (without qualifier): Outside Counsel and In-House Counsel (as well as members of their support staff). 9 2.13 Expert: a person with specialized knowledge or experience in a matter pertinent to 10 the litigation who has been specially retained by a Party or its counsel to serve as an expert 11 witness or as a consultant in this action. This definition includes a professional jury or trial 12 consultant retained in connection with this litigation. 13 2.14 Professional Vendors: persons or entities who or that provide litigation support 14 services (e.g., photocopying; videotaping; translating; preparing exhibits or demonstrations; 15 organizing, storing, retrieving data in any form or medium, etc.) and their employees and 16 subcontractors. 17 3. SCOPE 18 The protections conferred by this Order cover not only Protected Material (as defined 19 above) but also any information copied or extracted therefrom, as well as all copies, excerpts, 20 summaries, or compilations thereof, plus testimony, conversations, or presentations by Parties or 21 Counsel to or in court or in other settings that might reveal Protected Material. 22 4. 23 DURATION Even after the termination of this litigation, the confidentiality obligations imposed by this 24 Order shall remain in effect until a Designating Party agrees otherwise in writing or a court order 25 otherwise directs. 26 5. 27 28 DESIGNATING PROTECTED MATERIAL 5.1 Exercise of Restraint and Care in Designating Material for Protection: Each Party or non-party that designates information or items for protection under this Order must take care to 4 STIPULATED PROTECTIVE ORDER 1 limit any such designation to specific material, which the party believes in good faith qualifies 2 under the appropriate standards. Mass, indiscriminate, or blanket designations are prohibited. 3 If it comes to a Party’s or a non-party’s attention that information or items that it 4 designated for protection do not qualify for protection, or do not qualify for the level of protection 5 initially asserted, that Party or non-party must promptly notify all other Parties in its respective 6 Action that it is withdrawing the mistaken designation. 7 5.2 Manner and Timing of Designation: Except as otherwise provided in this Order 8 (see, e.g., second paragraph of § 5.2(a), below), or as otherwise stipulated or ordered, material 9 that qualifies for protection under this Order must be clearly so designated before the material is 10 disclosed or produced. 11 Designation in conformity with this Order requires: 12 (a) For information in document form (apart from transcripts of depositions or other 13 pretrial or trial proceedings), that the Producing Party shall affix the legend “CONFIDENTIAL,” 14 “HIGHLY CONFIDENTIAL – ATTORNEY’S EYE’S ONLY,” on each page that contains 15 protected material. 16 A Party or non-party that makes original documents or materials available for inspection 17 need not designate them for protection until after the inspecting Party has indicated which 18 material it would like copied and produced. 19 During the inspection and before the designation, all of the material made available for 20 inspection shall be deemed “CONFIDENTIAL,” “HIGHLY CONFIDENTIAL – ATTORNEY’S 21 EYE’S ONLY.” After the inspecting Party has identified the documents it wants copied and 22 produced, the Producing Party must determine which documents, or portions thereof, qualify for 23 protection under this Order, and then, before producing the specified documents, the Producing 24 Party must affix the appropriate legend (“CONFIDENTIAL,” “HIGHLY CONFIDENTIAL – 25 ATTORNEY’S EYE’S ONLY”) on each page that contains Protected Material. 26 (b) For testimony given in deposition or in other pretrial or trial proceedings, the 27 parties shall have up to twenty (20) business days after receipt of the transcript to designate all 28 protected testimony as “CONFIDENTIAL,” “HIGHLY CONFIDENTIAL – ATTORNEY’S 5 STIPULATED PROTECTIVE ORDER 1 EYE’S ONLY.” 2 All transcripts shall be treated as “CONFIDENTIAL,” “HIGHLY 3 CONFIDENTIAL – ATTORNEY’S EYE’S ONLY.” until twenty (20) business days after such 4 receipt. 5 Transcripts containing Protected Material must be marked with the legend 6 “CONFIDENTIAL,” “HIGHLY CONFIDENTIAL – ATTORNEY’S EYE’S ONLY,” on 7 either the cover of the transcript or the individual pages containing such Protected Material as 8 instructed by the Party or non-party offering or sponsoring the witness or presenting the 9 testimony. 10 (c) For information produced in some form other than documentary, and for any other 11 tangible items, that the Producing Party affix in a prominent place on the exterior of the container 12 or containers in which the information or item is stored, the legend “CONFIDENTIAL,” 13 “HIGHLY CONFIDENTIAL – ATTORNEY’S EYE’S ONLY.” 14 5.3 Inadvertent Failures to Designate: An inadvertent failure to designate qualified 15 information or items as “CONFIDENTIAL,” “HIGHLY CONFIDENTIAL – ATTORNEY’S 16 EYE’S ONLY” does not waive the Designating Party’s right to secure protection under this Order 17 for such material. If material is appropriately designated as “CONFIDENTIAL,” “HIGHLY 18 CONFIDENTIAL – ATTORNEY’S EYE’S ONLY,” after the material was initially produced, 19 the Receiving Party, on timely notification of the designation, must make reasonable efforts to 20 ensure that the material is treated in accordance with the provisions of this Order. 21 6. 22 CHALLENGING CONFIDENTIALITY DESIGNATIONS 6.1 Timing of Challenges: A Party does not waive its right to challenge a 23 confidentiality designation by electing not to mount a challenge promptly after the original 24 designation is disclosed. 25 6.2 Meet and Confer: A Party that elects to initiate a challenge to a Designating 26 Party’s confidentiality designation must do so in good faith and must begin the process by 27 conferring directly with counsel for the Designating Party. 28 In conferring, the challenging Party must explain the basis for its belief that the 6 STIPULATED PROTECTIVE ORDER 1 confidentiality designation was not proper and must give the Designating Party an opportunity to 2 review the designated material, to reconsider the circumstances, and, if no change in designation 3 is offered, to explain the basis for the chosen designation. 4 5 A challenging Party may proceed to the next stage of the challenge process only if it has engaged in this meet and confer process first. 6 6.3 Judicial Intervention: A Party that elects to press a challenge to a confidentiality 7 designation after considering the justification offered by the Designating Party may file and serve 8 a motion that identifies the challenged material and sets forth in detail the basis for the challenge. 9 The burden of persuasion in any such challenge proceeding shall be on the 10 11 Designating Party. The mere designation of information under this order is no evidence of whether the information so designated is in fact, entitled to such protections. 12 Until the Court rules on the challenge, all Parties shall continue to afford the 13 material in question the level of protection to which it is entitled under the Producing Party’s 14 designation. 15 7. 16 ACCESS TO AND USE OF PROTECTED MATERIAL 7.1 Basic Principles: A Receiving Party may use Protected Material that is disclosed 17 or produced by another Party or by a non-party in connection with this case only for prosecuting, 18 defending, or attempting to settle this litigation. A Receiving Party is prohibited from using any 19 Protected Material produced by another Party or by a non-party in drafting or prosecuting patents 20 or from rendering advice regarding drafting or prosecuted patents based on Protected Material. A 21 Designating Party is prohibited from using any document in a deposition when the deponent has 22 been, by virtue of this order, prohibited from reviewing the document. 23 24 25 26 Such Protected Material may be disclosed to only the categories of persons and under the conditions described in this Order. When the litigation has been terminated, a Receiving Party must comply with the provisions of section 12, below (FINAL DISPOSITION). 27 Protected Material must be stored and maintained by a Receiving Party at a 28 location and in a secure manner that ensures that access is limited to the persons 7 STIPULATED PROTECTIVE ORDER 1 authorized under this Order. 2 7.2 Disclosure of “CONFIDENTIAL” Information or Items: Unless otherwise ordered 3 by the Court or permitted in writing by the Designating Party, a Receiving Party may disclose any 4 information or item designated “CONFIDENTIAL” only to: 5 (a) In-House Counsel of the Receiving Party who are counsel of the Receiving 6 Party or of an affiliate of a Receiving Party, as well as their paralegals and their staff, to whom 7 disclosure is reasonably necessary for this litigation; 8 9 10 (b) Employees of the Receiving Party to whom disclosure is reasonably necessary for this litigation and who have executed the “Agreement to Be Bound by Protective Order” (Exhibit A); 11 (c) The Receiving Party’s Outside Counsel in this action, as well as employees 12 of said Counsel to whom it is reasonably necessary to disclose the information for the Parties’ 13 Action; 14 (d) Experts (as defined in this Order) (1) to whom disclosure is reasonably 15 necessary for the Parties’ Action, (2) and who have signed the “Agreement to Be Bound by 16 Protective Order” (Exhibit A), and (3) as to whom the procedures set forth in Paragraph 7.4, 17 below, have been followed, as well as employees of said experts to whom it is reasonably 18 necessary to disclose the information for the Parties’ Action; 19 (e) The Court and its personnel; 20 (f) Court reporters and their staff members, to whom disclosure is reasonably 21 necessary for the Parties’ Action; 22 (g) Witnesses during and in preparation for depositions in the Parties’ Action 23 who authored or previously received the “CONFIDENTIAL” information or items. Pages of 24 transcribed deposition testimony or exhibits to depositions that reveal Protected Material must be 25 separately bound by the court reporter and may not be disclosed to anyone except as permitted 26 under this Agreed Protective Order; 27 28 (h) Professional Vendors to whom disclosure is reasonably necessary for the Parties’ Action, so long as they agree to be bound by this Agreed Protective Order; 8 STIPULATED PROTECTIVE ORDER 1 (i) jury or trial consulting service providers retained by counsel for a party, 2 and participants in related mock jury exercises, database managers and the like, so long as they 3 agree to be bound by this Agreed Protective Order; and 4 5 6 (j) any other person only upon order of the Court or upon prior written consent of all parties, so long as they agree to be bound by this Agreed Protective Order. 7.3 Disclosure of “HIGHLY CONFIDENTIAL – ATTORNEY’S EYE’S ONLY” 7 Information or Items: Unless otherwise ordered by the Court or permitted in writing by the 8 Designating Party, a Receiving Party may disclose any information or item designated “HIGHLY 9 CONFIDENTIAL – ATTORNEY’S EYE’S ONLY” only to: 10 11 12 (a) The Receiving Party’s Outside Counsel, as well as employees of said Counsel to whom it is reasonably necessary to disclose the information for the Parties’ Action; (b) Experts (as defined in this Order) (1) to whom disclosure is reasonably 13 necessary for the Parties’ Action, (2) and who have signed the “Agreement to Be Bound by 14 Protective Order” (Exhibit A), and (3) as to whom the procedures set forth in Paragraph 7.4, 15 below, have been followed, as well as employees of said experts to whom it is reasonably 16 necessary to disclose the information for the Parties’ Action; 17 (c) The Court and its personnel; 18 (d) Court reporters and their staff members, to whom disclosure is reasonably 19 necessary for the Parties’ Action; 20 (e) Witnesses during and in preparation for depositions in the Parties’ Action 21 who authored or previously received the “HIGHLY CONFIDENTIAL – ATTORNEY’S EYE’S 22 ONLY” information or items. Pages of transcribed deposition testimony or exhibits to depositions 23 that reveal Protected Material must be separately bound by the court reporter and may not be 24 disclosed to anyone except as permitted under this Agreed Protective Order; 25 26 27 28 (f) Professional Vendors to whom disclosure is reasonably necessary for the Parties’ Action, so long as they agree to be bound by this Agreed Protective Order; (g) Jury or trial consulting service providers retained by counsel for a party, and participants in related mock jury exercises, database managers and the like, so long as they 9 STIPULATED PROTECTIVE ORDER 1 agree to be bound by this Agreed Protective Order; and 2 3 4 5 6 (h) Any other person only upon order of the Court or upon prior written consent of all parties, so long as they agree to be bound by this Agreed Protective Order. 7.4 Procedures for Approving Disclosure of “CONFIDENTIAL, ” HIGHLY CONFIDENTIAL – ATTORNEY’S EYE’S ONLY,” Information or Items to “Experts”: (a) unless otherwise ordered by the Court or agreed in writing by the 7 Designating Party, a Party that seeks to disclose to an Expert, as defined in this Order, any 8 information or item that has been designated “CONFIDENTIAL,” “HIGHLY CONFIDENTIAL 9 – ATTORNEY’S EYE’S ONLY,” first must make a written request to the Designating Party that 10 (1) sets forth the full name of the Expert and the city and state of his or her primary residence, (2) 11 attaches a copy of the Expert’s current resume, (3) identifies the Expert’s current employer(s), 12 and (4) identifies (by name and number of the case, filing date, and location of the court) any 13 intellectual property litigation or patent application in connection with which the Expert has 14 provided any professional services during the preceding five (5) years. 15 (b) A Party that makes a request and provides the information specified in the 16 preceding paragraph may disclose the subject Protected Material to the identified Expert unless, 17 within fifteen (15) days of delivering the request, the Party receives a written objection from the 18 Designating Party. Any such objection must set forth the grounds on which it is based. 19 (c) A Party that receives a timely written objection must meet and confer with 20 the Designating Party to try to resolve the matter by agreement. If no agreement is reached, the 21 Party seeking to prohibit the disclosure to the Expert may file a motion seeking a protective order 22 from the Court to do so. Such a motion must be filed within ten (10) business days of the failure 23 to reach an agreement. If the Party seeking to prohibit disclosure to the Expert fails to file such 24 motion within ten (10) business days of the failure to reach an agreement, then the Party’s 25 objection to disclosure thereof is waived. The Party seeking to make the disclosure of the subject 26 Protected Material to the identified Expert shall not disclose such Protected Material to said 27 Expert until the motion for protective order is ruled upon by the Court. In any such proceeding, 28 the Party opposing disclosure to the Expert shall bear the burden of proving that the risk of harm 10 STIPULATED PROTECTIVE ORDER 1 that the disclosure would entail (under the safeguards proposed) outweighs the Receiving Party’s 2 need to disclose the Protected Material to its Expert. 3 7.6 4 Disclosure of Source Code (a) To the extent production of source code becomes necessary in this case, a 5 Producing Party may designate source code as “HIGHLY CONFIDENTIAL - SOURCE CODE” 6 if it comprises or includes confidential, proprietary or trade secret source code. 7 (b) Protected Material designated as “HIGHLY CONFIDENTIAL – SOURCE 8 CODE” shall be subject to all of the protections afforded to “HIGHLY CONFIDENTIAL – 9 ATTORNEYS’ EYES ONLY” information, and may be disclosed only to the individuals to 10 whom “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” information may be 11 disclosed. 12 (c) Any source code produced in discovery shall be made available for inspection, in a 13 format allowing it to be reasonably reviewed and searched, during normal business hours or at 14 other mutually agreeable times, at an office of the Producing Party’s counsel or another mutually 15 agreed upon location. The source code shall be made available for inspection on a secured 16 computer in a secured room without Internet access or network access to other computers, and the 17 Receiving Party shall not copy, remove, or otherwise transfer any portion of the source code onto 18 any recordable media or recordable device. The Producing Party may visually monitor the 19 activities of the Receiving Party’s representatives during any source code review, but only to 20 ensure that there is no unauthorized recording, copying, or transmission of the source code. 21 (d) The Receiving Party may request paper copies of limited portions of source code 22 that are reasonably necessary for the preparation of court filings, pleadings, expert reports, or 23 other papers, or for deposition or trial, but shall not request paper copies for the purposes of 24 reviewing the source code other than electronically as set forth in paragraph (c) in the first 25 instance. The Producing Party shall provide all such source code in paper form including bates 26 numbers and the label “HIGHLY CONFIDENTIAL - SOURCE CODE.” The Producing Party 27 may challenge the amount of source code requested in hard copy form pursuant to the dispute 28 resolution procedure and timeframes set forth in Paragraph 6 whereby the Producing Party is the 11 STIPULATED PROTECTIVE ORDER 1 “Challenging Party” and the Receiving Party is the “Designating Party” for purposes of dispute 2 resolution. 3 (e) The Receiving Party shall maintain a record of any individual who has inspected 4 any portion of the source code in electronic or paper form. The Receiving Party shall maintain all 5 paper copies of any printed portions of the source code in a secured, locked area. The Receiving 6 Party shall not create any electronic or other images of the paper copies and shall not convert any 7 of the information contained in the paper copies into any electronic format. The Receiving Party 8 shall only make additional paper copies if such additional copies are (1) necessary to prepare 9 court filings, pleadings, or other papers (including a testifying expert’s expert report), (2) 10 necessary for deposition, or (3) otherwise necessary for the preparation of its case. Any paper 11 copies used during a deposition shall be retrieved by the Producing Party at the end of each day 12 and must not be given to or left with a court reporter or any other unauthorized individual. 13 8. 14 LITIGATION 15 PROTECTED MATERIAL SUBPOENAED OR ORDERED PRODUCED IN OTHER If a Receiving Party is served with a subpoena or an order issued in other litigation that 16 would compel disclosure of any information or items designated in this Action as 17 “CONFIDENTIAL,” or “HIGHLY CONFIDENTIAL – ATTORNEY’S EYE’S ONLY,” the 18 Receiving Party must so notify the Designating Party, by e-mail and overnight delivery service 19 within five (5) business days after receiving the subpoena or order. Such notification must include 20 a copy of the subpoena or court order. 21 The Receiving Party also must inform the Party who caused the subpoena or order to issue 22 in the other litigation, in writing, that some or all of the material covered by the subpoena or order 23 is the subject of this Protective Order. 24 25 26 In addition, the Receiving Party must deliver a copy of this Agreed Protective Order promptly to the Party in the other action that caused the subpoena or order to issue. The purpose of imposing these duties is to alert the interested Parties to the existence of 27 this Protective Order and to afford the Designating Party in this case an opportunity to try to 28 protect its confidentiality interests in the court from which the subpoena or order issued. 12 STIPULATED PROTECTIVE ORDER 1 The Designating Party shall bear the burden and the expenses of seeking protection of its 2 confidential material in that court – and nothing in these provisions should be construed as 3 authorizing or encouraging a Receiving Party in this action to disobey a lawful directive from 4 another court. 5 9. 6 UNAUTHORIZED DISCLOSURE OF PROTECTED MATERIAL Nothing herein shall bar or otherwise restrict an attorney who is a qualified recipient of 7 Protected Material under the terms of this Confidential Information Protective Order from 8 rendering advice to his or her client with respect to this action and, in the course thereof, from 9 generally relying upon his or her examination of Protected Material. 10 In rending such advice or in otherwise communicating with the client, the attorney shall 11 not disclose the specific content of any Protected Material of any other person or Party where 12 such disclosure would not otherwise be permitted under the terms of this Agreed Protective 13 Order. 14 If a Receiving Party learns that, by inadvertence or otherwise, it has disclosed Protected 15 Material to any person or in any circumstance not authorized under this Agreed Protective Order, 16 the Receiving Party must immediately (a) notify, in writing, the Designating Party of the 17 unauthorized disclosure(s), (b) use its best efforts to retrieve all copies of the Protected Material, 18 (c) inform the person or persons to whom unauthorized disclosures were made of all the terms of 19 this Order, and (d) request such person or persons to execute the “Acknowledgment and 20 Agreement to Be Bound” that is attached hereto as Exhibit A. Any such disclosure shall not constitute a waiver of the Producing Party’s designation of 21 22 the Protected Material. 23 10. 24 UNINTENTIONAL DISCLOSURE OF PRIVILEGED INFORMATION Counsel shall exert their best efforts to identify documents or material protected by the 25 attorney-client privilege, the work-product doctrine, or any other privilege and/or immunity prior 26 to the disclosure of any such documents or material. 27 28 If, however, a Producing Party determines that it has inadvertently disclosed information that the Producing Party believes is privileged or otherwise immune from discovery, the 13 STIPULATED PROTECTIVE ORDER 1 Producing Party shall in writing, notify the Receiving Party of the claim, set forth the basis for the 2 claim, and request that the item or items of information be returned or destroyed. 3 4 If that request is made, no Party to this action shall thereafter assert that the inadvertent disclosure waived any privilege or immunity. 5 It is further agreed that the Receiving Party will return or destroy the inadvertently 6 produced documents or material, and all copies and derivations thereof, as well as all notes, 7 memoranda, or other documents that summarize, discuss, or quote the document, and delete any 8 copy of the document, or any portion thereof, from any word processing or database tape or disk 9 it maintains, within five (5) business days of the Receiving Party’s receipt of a written request for 10 the return of the documents or material. 11 Return of an inadvertently produced document or material for which the Producing Party 12 has asserted a claim of privilege, work-product-protection, or immunity under this section shall be 13 without prejudice to the Receiving Party’s right to seek an order from the Court directing 14 production of the document on the ground that the claimed privilege, work product protection, or 15 immunity is invalid or inapplicable. Such relief shall be sought by the Receiving Party within 16 fourteen (14) calendar days of notification of the inadvertent production by the Producing Party. 17 The mere production of the document in the course of this action shall not be a ground for 18 asserting waiver of the privilege, protection, or immunity. 19 11. 20 FINAL DISPOSITION The restrictions on use of Protected Material set forth in this Protective Order shall 21 survive the conclusion of this litigation and, after conclusion of this litigation, the Court shall 22 exercise limited jurisdiction for the purpose of enforcing this Protective Order. 23 Unless otherwise ordered or agreed in writing by the Producing Party, within sixty (60) 24 days after the final termination of this action, each Receiving Party must return or destroy all 25 Protected Material to the Producing Party. 26 As used in this subdivision, “all Protected Material” includes all copies, abstracts, 27 compilations, summaries or any other form of reproducing or capturing any of the Protected 28 Material. 14 STIPULATED PROTECTIVE ORDER 1 Whether the Protected Material is returned or destroyed, the Receiving Party must submit 2 a written certification to the Producing Party (and, if not the same person or entity, to the 3 Designating Party) by the sixty- (60) day deadline that all Protected Materials have been returned 4 or destroyed. Notwithstanding this provision, Counsel are entitled to retain an archival copy of all 5 pleadings, motion papers, transcripts, legal memoranda, correspondence, or attorney work 6 product, even if such materials contain Protected Material. Any such archival copies that contain 7 or constitute Protected Material remain subject to this Protective Order as set forth in Section 4 8 (DURATION), above. 9 12. 10 11 12 MISCELLANEOUS 12.1 Right to Further Relief: Nothing in this Order abridges the right of any person to seek its modification by the Court in the future or to seek further Protective Orders in the future. 12.2 Right to Assert Other Objections: By stipulating to the entry of this Protective 13 Order, no Party waives any right it otherwise would have to object to disclosing or producing any 14 information or item on any ground not addressed in this Agreed Protective Order. Similarly, no 15 Party waives any right to object, on any ground, to the admission of any of the material covered 16 by this Protective Order as evidence in the Parties’ Action. 17 12.3 Filing Protected Material. Without written permission from the Designating Party 18 or a court order secured after appropriate notice to all interested persons, a Party may not file in 19 the public record in this action any Protected Material. A Party that seeks to file under seal any 20 Protected Material must comply with Civil Local Rule 141. Protected Material may only be filed 21 under seal pursuant to a court order authorizing the sealing of the specific Protected Material at 22 issue. Pursuant to Civil Local Rule 141, a sealing order will issue only upon a request establishing 23 that the Protected Material at issue is privileged, protectable as a trade secret, or otherwise 24 entitled to protection under the law. If a Receiving Party's request to file Protected Material under 25 seal pursuant to Civil Local Rule 141 is denied by the court, then the Receiving Party may file the 26 Protected Material in the public record unless otherwise instructed by the court. 27 28 15 STIPULATED PROTECTIVE ORDER 1 2 3 4 5 6 7 8 9 10 Alisa Lipski (SBN 278710) Ahmad, Zavitsanos, Anaipakos, Alavi & Mensing P.C. 1221 McKinney, Suite 3460 Houston, Texas 77010 Tel: 713-655-1101 Fax: 713-655-0062 Email: alipski@azalaw.com Attorneys for Plaintiff Audrey A. Millemann, (SBN 124954) Weintraub Tobin Chediak Coleman Grodin Law Corporation 400 Capital Mall, 11th Floor Sacramento, California 95814 Tel: 916-558-6000 Fax: 916-446-1611 Attorneys for Defendant 11 12 UNITED STATES DISTRICT COURT 13 EASTERN DISTRICT OF CALIFORNIA 14 15 16 17 VERSATA SOFTWARE, INC., F/K/A TRILOGY SOFTWARE, INC.; and VERSATA DEVELOPMENT GROUP, INC., F/K/A TRILOGY DEVELOPMENT GROUP, INC., 18 19 20 21 Case No. 2:13-cv-00920-MCE-DAD EXHIBIT A : Agreement to be bound by Agreed Protective Order Plaintiffs, v. DORADO SOFTWARE, INC., Defendant. 22 23 I, _________________________________, declare under penalty of perjury that: 24 (a) My present residential address is: ; (b) My present employer is , and the address of my present employer is ; (c) My present occupation is ; and 25 26 27 28 16 STIPULATED PROTECTIVE ORDER 1 (d) I have reviewed and carefully read the Agreed Protective Order filed by the parties on 2 ____________________, 2014 and adopted by the Court on _______, and I expressly agree to be 3 bound by its terms with respect to any documents marked “CONFIDENTIAL,” or “HIGHLY 4 CONFIDENTIAL – ATTORNEY’S EYE’S ONLY,” that are furnished to me as set forth in the 5 Agreed Protective Order. 6 I further agree (a) not to disclose to anyone any document marked “CONFIDENTIAL,” or 7 “HIGHLY CONFIDENTIAL – ATTORNEY’S EYE’S ONLY,” other than as set forth in the 8 Agreed Protective Order and (b) not to make any copies of any documents marked 9 10 11 12 13 “CONFIDENTIAL,” HIGHLY CONFIDENTIAL – ATTORNEY’S EYE’S ONLY” furnished to me except in accordance with the Agreed Protective Order. I hereby consent to the jurisdiction of the above-captioned court with regard to any proceedings to enforce the terms of the Agreed Protective Order. I hereby agree that any documents, materials, or information marked “CONFIDENTIAL,” or “HIGHLY CONFIDENTIAL – ATTORNEY’S EYE’S ONLY,” that are furnished to me will 14 be used by me only for the purposes of this litigation and for no other purpose, and will not be 15 imparted by me to any other person except in accordance with the Agreed Protective Order and 16 17 18 19 will not be used in drafting or prosecuted patents or to provide any advice regarding drafting or prosecuting patents. I hereby agree that, at the termination of this Action or at any time requested by counsel, I will return to counsel for the party by whom I am employed or to counsel by whom I am 20 employed any documents, materials, or information marked “CONFIDENTIAL,” or “HIGHLY 21 CONFIDENTIAL – ATTORNEY’S EYE’S ONLY,” that have been furnished to me and will 22 return all documents or things I have prepared reflecting such information. 23 24 I declare under penalty of perjury of the laws of the United States that the foregoing is true and correct. 25 26 Dated: _________________ By: _________________________________________ (signature) 27 28 17 STIPULATED PROTECTIVE ORDER 1 2 3 AHMAD, ZAVITSANOS, ANAIPAKOS, ALAVI, MENSING Dated: November 25, 2014 4 /s/ Alisa A. Lipski_____________________________________ Alisa A. Lipski, Attorney for Plaintiffs 5 6 7 WEINTRAUB TOBIN CHEDIAK COLEMAN GRODIN Dated: November 25, 2014 8 /s/ Audrey A. Millemann__________________________________ Audrey A. Millemann, Attorney for Defendant 9 10 11 12 13 14 ORDER Pursuant to the parties’ stipulation, IT IS SO ORDERED. Dated: November 25, 2014 15 16 17 18 19 20 21 22 Ddad1\orders.civil versata0920.stip.prot.ord.docx 23 24 25 26 27 28 18 STIPULATED PROTECTIVE ORDER

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