OpenDNS, Inc. v. Paxfire, Inc.

Filing 81

STIPULATED PROTECTIVE ORDER (MODIFIED BY THE COURT). Signed by Magistrate Judge Howard R. Lloyd on March 12, 2013. (hrllc1, COURT STAFF) (Filed on 3/12/2013)

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1 2 3 4 5 6 *E-FILED: March 12, 2013* Steven R. Daniels (Cal. Bar No. 235398) FARNEY DANIELS LLP 800 S. Austin Ave., Suite 200 Georgetown, Texas 78626 Telephone: (512) 582-2828 Facsimile: (512) 582-2829 E-Mail: SDaniels@farneydaniels.com Attorney for Defendant and Counterclaim-Plaintiff SELECT NOTIFICATIONS MEDIA, LLC 7 8 9 10 11 12 13 14 MICHAEL J. SACKSTEDER (CSB No. 191605) msacksteder@fenwick.com BRYAN A. KOHM (CSB No. 233276) bkohm@fenwick.com ERIN SIMON (CSB No. 268929) esimon@fenwick.com FENWICK & WEST LLP 555 California Street, 12th Floor San Francisco, CA 94104 Telephone: 415.875.2300 Facsimile: 415.281.1350 Attorneys for Plaintiff and Counterclaim-Defendant OpenDNS, Inc. 15 UNITED STATES DISTRICT COURT 16 NORTHERN DISTRICT OF CALIFORNIA 17 SAN JOSE DIVISION 18 19 OPENDNS, INC., 20 Plaintiff and Counterclaim-Defendant, 21 22 23 24 25 Case No. 5:11-cv-05101-EJD STIPULATED PROTECTIVE ORDER FOR LITIGATION INVOLVING PATENTS, HIGHLY SENSITIVE CONFIDENTIAL INFORMATION AND/OR TRADE SECRETS v. SELECT NOTIFICATIONS MEDIA, LLC, (MODIFIED BY THE COURT) Defendant and Counterclaim-Plaintiff. 26 27 28 STIPULATED PROTECTIVE ORDER -1- CASE NO. 11-CV-05101-EJD 1 I. PURPOSES AND LIMITATIONS 2 Disclosure and discovery activity in this action are likely to involve production of 3 confidential, proprietary, or private information for which special protection from public 4 disclosure and from use for any purpose other than prosecuting this litigation may be warranted. 5 Accordingly, the parties hereby stipulate to and petition the court to enter the following Stipulated 6 Protective Order. The parties acknowledge that this Order does not confer blanket protections on 7 all disclosures or responses to discovery and that the protection it affords from public disclosure 8 and use extends only to the limited information or items that are entitled to confidential treatment 9 under the applicable legal principles. The parties further acknowledge, as set forth in Section 10 14.4, below, that this Stipulated Protective Order does not entitle them to file confidential 11 information under seal; Civil Local Rule 79-5 and General Order 62 set forth the procedures that 12 must be followed and the standards that will be applied when a party seeks permission from the 13 court to file material under seal. 14 II. 15 16 17 DEFINITIONS 1. Challenging Party: a Party or Non-Party that challenges the designation of information or items under this Order. 2. “CONFIDENTIAL” Information or Items: information (regardless of how it is 18 generated, stored or maintained) or tangible things that qualify for protection under Federal Rule 19 of Civil Procedure 26(c). 20 21 22 3. Counsel (without qualifier): Outside Counsel of Record and House Counsel (as well as their support staff). 4. Designating Party: a Party or Non-Party that designates information or items that 23 it produces in disclosures or in responses to discovery as “CONFIDENTIAL” or “HIGHLY 24 CONFIDENTIAL – ATTORNEYS’ EYES ONLY” or “HIGHLY CONFIDENTIAL – SOURCE 25 CODE.” 26 27 5. Disclosure or Discovery Material: all items or information, regardless of the medium or manner in which it is generated, stored, or maintained (including, among other things, 28 STIPULATED PROTECTIVE ORDER -2- CASE NO. 11-CV-05101-EJD 1 testimony, transcripts, and tangible things), that are produced or generated in disclosures or 2 responses to discovery in this matter. 3 6. Expert: a person with specialized knowledge or experience in a matter pertinent to 4 the litigation who (1) has been retained by a Party or its counsel to serve as an expert witness or 5 as a consultant in this action, (2) is not a past or current employee of a Party or of a Party’s 6 competitor, and (3) at the time of retention, is not anticipated to become an employee of a Party 7 or of a Party’s competitor. 8 7. “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” Information or 9 Items: extremely sensitive “Confidential Information or Items,” disclosure of which to another 10 Party or Non-Party would create a substantial risk of serious harm that could not be avoided by 11 less restrictive means. 12 8. “HIGHLY CONFIDENTIAL – SOURCE CODE” Information or Items: 13 extremely sensitive “Confidential Information or Items” representing computer code and 14 associated comments and revision histories, formulas, engineering specifications, or schematics 15 that define or otherwise describe in detail the algorithms or structure of software or hardware 16 designs, disclosure of which to another Party or Non-Party would create a substantial risk of 17 serious harm that could not be avoided by less restrictive means. 18 19 20 21 22 9. House Counsel: attorneys who are employees of a party to this action. House Counsel does not include Outside Counsel of Record or any other outside counsel. 10. Non-Party: any natural person, partnership, corporation, association, or other legal entity not named as a Party to this action. 11. Outside Counsel of Record: attorneys who are not employees of a party to this 23 action but are retained to represent or advise a party to this action and have appeared in this action 24 on behalf of that party or are affiliated with a law firm which has appeared on behalf of that party. 25 26 27 28 12. Party: any party to this action, including all of its officers, directors, employees, consultants, retained experts, and Outside Counsel of Record (and their support staffs). 13. Producing Party: a Party or Non-Party that produces Disclosure or Discovery Material in this action. STIPULATED PROTECTIVE ORDER -3- CASE NO. 11-CV-05101-EJD 1 14. Professional Vendors: persons or entities that provide litigation support services 2 (e.g., photocopying, videotaping, translating, preparing exhibits or demonstrations, and 3 organizing, storing, or retrieving data in any form or medium) and their employees and 4 subcontractors. 5 15. Protected Material: any Disclosure or Discovery Material that is designated as 6 “CONFIDENTIAL,” or as “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY,” or as 7 “HIGHLY CONFIDENTIAL – SOURCE CODE.” 8 16. 9 Producing Party. 10 III. Receiving Party: a Party that receives Disclosure or Discovery Material from a SCOPE 11 The protections conferred by this Stipulation and Order cover not only Protected Material 12 (as defined above), but also (1) any information copied or extracted from Protected Material; (2) 13 all copies, excerpts, summaries, or compilations of Protected Material; and (3) any testimony, 14 conversations, or presentations by Parties or their Counsel that might reveal Protected Material. 15 However, the protections conferred by this Stipulation and Order do not cover the following 16 information: (a) any information that is in the public domain at the time of disclosure to a 17 Receiving Party or becomes part of the public domain after its disclosure to a Receiving Party as 18 a result of publication not involving a violation of this Order, including becoming part of the 19 public record through trial or otherwise; and (b) any information known to the Receiving Party 20 prior to the disclosure or obtained by the Receiving Party after the disclosure from a source who 21 obtained the information lawfully and under no obligation of confidentiality to the Designating 22 Party. Any use of Protected Material at trial shall be governed by a separate agreement or order. 23 IV. DURATION 24 Even after final disposition of this litigation, the confidentiality obligations imposed by 25 this Order shall remain in effect until a Designating Party agrees otherwise in writing or a court 26 order otherwise directs. Final disposition shall be deemed to be the later of (1) dismissal of all 27 claims and defenses in this action, with or without prejudice; and (2) final judgment herein after 28 the completion and exhaustion of all appeals, rehearings, remands, trials, or reviews of this action, STIPULATED PROTECTIVE ORDER -4- CASE NO. 11-CV-05101-EJD 1 2 3 4 including the time limits for filing any motions or applications for extension of time pursuant to For a period of six months after final disposition of this litigation, this Court will applicable law. retain jurisdiction to enforce the terms of this order. V. DESIGNATING PROTECTED MATERIAL 1. Exercise of Restraint and Care in Designating Material for Protection. Each Party 5 or Non-Party that designates information or items for protection under this Order must take care 6 to limit any such designation to specific material that qualifies under the appropriate standards. 7 To the extent it is practical to do so, the Designating Party must designate for protection only 8 those parts of material, documents, items, or oral or written communications that qualify – so that 9 other portions of the material, documents, items, or communications for which protection is not 10 11 warranted are not swept unjustifiably within the ambit of this Order. Mass, indiscriminate, or routinized designations are prohibited. Designations that are 12 shown to be clearly unjustified or that have been made for an improper purpose (e.g., to 13 unnecessarily encumber or retard the case development process or to impose unnecessary 14 expenses and burdens on other parties) expose the Designating Party to sanctions. 15 If it comes to a Designating Party’s attention that information or items that it designated 16 for protection do not qualify for protection at all or do not qualify for the level of protection 17 initially asserted, that Designating Party must promptly notify all other parties that it is 18 withdrawing the mistaken designation. 19 2. Manner and Timing of Designations. Except as otherwise provided in this Order 20 (see, e.g., second paragraph of section 5.2(a) below), or as otherwise stipulated or ordered, 21 Disclosure or Discovery Material that qualifies for protection under this Order must be clearly so 22 designated before the material is disclosed or produced. 23 24 Designation in conformity with this Order requires: (a) for information in documentary form (e.g., paper or electronic documents, but 25 excluding transcripts of depositions or other pretrial or trial proceedings), that the Producing 26 Party affix the legend “CONFIDENTIAL” or “HIGHLY CONFIDENTIAL – ATTORNEYS’ 27 EYES ONLY” or “HIGHLY CONFIDENTIAL – SOURCE CODE” to each page that contains 28 protected material. If only a portion or portions of the material on a page qualifies for protection, STIPULATED PROTECTIVE ORDER -5- CASE NO. 11-CV-05101-EJD 1 the Producing Party also must clearly identify the protected portion(s) (e.g., by making 2 appropriate markings in the margins) and must specify, for each portion, the level of protection 3 being asserted. 4 A Party or Non-Party that makes original documents or materials available for inspection 5 need not designate them for protection until after the inspecting Party has indicated which 6 material it would like copied and produced. During the inspection and before the designation, all 7 of the material made available for inspection shall be deemed “HIGHLY CONFIDENTIAL – 8 ATTORNEYS’ EYES ONLY.” After the inspecting Party has identified the documents it wants 9 copied and produced, the Producing Party must determine which documents, or portions thereof, 10 qualify for protection under this Order. Then, before producing the specified documents, the 11 Producing Party must affix the appropriate legend (“CONFIDENTIAL” or “HIGHLY 12 CONFIDENTIAL – ATTORNEYS’ EYES ONLY” or “HIGHLY CONFIDENTIAL – SOURCE 13 CODE) to each page that contains Protected Material. If only a portion or portions of the material 14 on a page qualifies for protection, the Producing Party also must clearly identify the protected 15 portion(s) (e.g., by making appropriate markings in the margins) and must specify, for each 16 portion, the level of protection being asserted. 17 (b) for testimony given in deposition or in other pretrial or trial proceedings, that 18 the Designating Party identify on the record, before the close of the deposition, hearing, or other 19 proceeding, all protected testimony and specify the level of protection being asserted. When it is 20 impractical to identify separately each portion of testimony that is entitled to protection and it 21 appears that substantial portions of the testimony may qualify for protection, the Designating 22 Party may invoke on the record (before the deposition, hearing, or other proceeding is concluded) 23 a right to have up to 21 days to identify the specific portions of the testimony as to which 24 protection is sought and to specify the level of protection being asserted. Only those portions of 25 the testimony that are appropriately designated for protection within the 21 days shall be covered 26 by the provisions of this Stipulated Protective Order. Alternatively, a Designating Party may 27 specify, at the deposition or up to 21 days afterwards if that period is properly invoked, that the 28 STIPULATED PROTECTIVE ORDER -6- CASE NO. 11-CV-05101-EJD 1 entire transcript shall be treated as “CONFIDENTIAL” or “HIGHLY CONFIDENTIAL – 2 ATTORNEYS’ EYES ONLY.” 3 Parties shall give the other parties notice if they reasonably expect a deposition, hearing or 4 other proceeding to include Protected Material so that the other parties can ensure that only 5 authorized individuals who have signed the “Acknowledgment and Agreement to Be Bound” 6 (Exhibit A) are present at those proceedings. The use of a document as an exhibit at a deposition 7 shall not in any way affect its designation as “CONFIDENTIAL” or “HIGHLY 8 CONFIDENTIAL – ATTORNEYS’ EYES ONLY.” 9 Transcripts containing Protected Material shall have an obvious legend on the title page 10 that the transcript contains Protected Material, and the title page shall be followed by a list of all 11 pages (including line numbers as appropriate) that have been designated as Protected Material and 12 the level of protection being asserted by the Designating Party. The Designating Party shall 13 inform the court reporter of these requirements. Any transcript that is prepared before the 14 expiration of a 21-day period for designation shall be treated during that period as if it had been 15 designated “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” in its entirety unless 16 otherwise agreed. After the expiration of that period, the transcript shall be treated only as 17 actually designated. 18 (c) for information produced in some form other than documentary and for any 19 other tangible items, that the Producing Party affix in a prominent place on the exterior of the 20 container or containers in which the information or item is stored the legend “CONFIDENTIAL” 21 or “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” or “HIGHLY 22 CONFIDENTIAL – SOURCE CODE.” If only a portion or portions of the information or item 23 warrant protection, the Producing Party, to the extent practicable, shall identify the protected 24 portion(s) and specify the level of protection being asserted. 25 3. Inadvertent Failures to Designate. If timely corrected, an inadvertent failure to 26 designate qualified information or items does not, standing alone, waive the Designating Party’s 27 right to secure protection under this Order for such material. Upon timely correction of a 28 STIPULATED PROTECTIVE ORDER -7- CASE NO. 11-CV-05101-EJD 1 designation, the Receiving Party must make reasonable efforts to assure that the material is 2 treated in accordance with the provisions of this Order. 3 VI. 4 CHALLENGING CONFIDENTIALITY DESIGNATIONS 1. Timing of Challenges. Any Party or Non-Party may challenge a designation of 5 confidentiality at any time. Unless a prompt challenge to a Designating Party’s confidentiality 6 designation is necessary to avoid foreseeable, substantial unfairness, unnecessary economic 7 burdens, or a significant disruption or delay of the litigation, a Party does not waive its right to 8 challenge a confidentiality designation by electing not to mount a challenge promptly after the 9 original designation is disclosed. 10 2. Meet and Confer. The Challenging Party shall initiate the dispute resolution 11 process by providing written notice of each designation it is challenging and describing the basis 12 for each challenge. To avoid ambiguity as to whether a challenge has been made, the written 13 notice must recite that the challenge to confidentiality is being made in accordance with this 14 specific paragraph of the Protective Order. The parties shall attempt to resolve each challenge in 15 good faith and must begin the process by conferring directly (in voice to voice dialogue; other 16 forms of communication are not sufficient) within 14 days of the date of service of notice. In 17 conferring, the Challenging Party must explain the basis for its belief that the confidentiality 18 designation was not proper and must give the Designating Party an opportunity to review the 19 designated material, to reconsider the circumstances, and, if no change in designation is offered, 20 to explain the basis for the chosen designation. A Challenging Party may proceed to the next 21 stage of the challenge process only if it has engaged in this meet and confer process first or 22 establishes that the Designating Party is unwilling to participate in the meet and confer process in 23 a timely manner. 24 3. 26 Judicial Intervention. If the Parties cannot resolve a challenge without court parties shall comply with the undersigned's Standing Order re Civil intervention, the Designating Party shall file and serve a motion to retain confidentiality under Discovery Disputes Civil Local Rule 7 (and in compliance with Civil Local Rule 79-5 and General Order 62, if 27 applicable) within 21 days of the initial notice of challenge or within 14 days of the parties 28 agreeing that the meet and confer process will not resolve their dispute, whichever is earlier. 25 STIPULATED PROTECTIVE ORDER -8- CASE NO. 11-CV-05101-EJD 1 2 3 4 Any Discovery Dispute Joint Report shall affirm that Each such motion must be accompanied by a competent declaration affirming that the movant has have been satisfied. complied with the meet and confer requirements imposed in the preceding paragraph. Failure by ^ seek judicial intervention the Designating Party to make such a motion including the required declaration within 21 days (or 5 14 days, if applicable) shall automatically waive the confidentiality designation for each seek relief with respect to a challenged designation. In addition, the Challenging Party may file a motion challenging a 6 confidentiality designation at any time if there is good cause for doing so, including a challenge to 7 the designation of a deposition transcript or any portions thereof. Any motion brought pursuant to 8 this provision must be accompanied by a competent declaration affirming that the movant has 9 complied with the meet and confer requirements imposed by the preceding paragraph. 10 The burden of persuasion in any such challenge proceeding shall be on the Designating 11 Party. Frivolous challenges and those made for an improper purpose (e.g., to harass or impose 12 unnecessary expenses and burdens on other parties) may expose the Challenging Party to 13 14 sanctions. Unless the Designating Party has waived the confidentiality designation by failing to seek relief file a motion to retain confidentiality as described above, all parties shall continue to afford the 15 material in question the level of protection to which it is entitled under the Producing Party’s 16 designation until the court rules on the challenge. 17 VII. 18 ACCESS TO AND USE OF PROTECTED MATERIAL 1. Basic Principles. A Receiving Party may use Protected Material that is disclosed 19 or produced by another Party or by a Non-Party in connection with this case only for prosecuting, 20 defending, or attempting to settle this litigation. Such Protected Material may be disclosed only 21 to the categories of persons and under the conditions described in this Order. When the litigation 22 has been terminated, a Receiving Party must comply with the provisions of section 15 below 23 (FINAL DISPOSITION). 24 Protected Material must be stored and maintained by a Receiving Party at a location and 25 in a secure manner that ensures that access is limited to the persons authorized under this Order. 26 2. Disclosure of “CONFIDENTIAL” Information or Items. Unless otherwise 27 ordered by the court or permitted in writing by the Designating Party, a Receiving Party may 28 disclose any information or item designated “CONFIDENTIAL” only to: STIPULATED PROTECTIVE ORDER -9- CASE NO. 11-CV-05101-EJD 1 (a) the Receiving Party’s Outside Counsel of Record in this action, as well as 2 employees of said Outside Counsel of Record to whom it is reasonably necessary to disclose the 3 information for this litigation and who have signed the “Acknowledgment and Agreement to Be 4 Bound” that is attached hereto as Exhibit A; 5 (b) the officers, directors, and employees (including House Counsel) of the 6 Receiving Party to whom disclosure is reasonably necessary for this litigation and who have 7 signed the “Acknowledgment and Agreement to Be Bound” (Exhibit A); 8 9 10 (c) Experts (as defined in this Order) of the Receiving Party to whom disclosure is reasonably necessary for this litigation and who have signed the “Acknowledgment and Agreement to Be Bound” (Exhibit A); 11 (d) the court and its personnel; 12 (e) court reporters and their staff, professional jury or trial consultants, and 13 Professional Vendors to whom disclosure is reasonably necessary for this litigation and who have 14 signed the “Acknowledgment and Agreement to Be Bound” (Exhibit A); 15 (f) during their depositions, witnesses in the action to whom disclosure is 16 reasonably necessary and who have signed the “Acknowledgment and Agreement to Be Bound” 17 (Exhibit A), unless otherwise agreed by the Designating Party or ordered by the court. Pages of 18 transcribed deposition testimony or exhibits to depositions that reveal Protected Material must be 19 separately bound by the court reporter and may not be disclosed to anyone except as permitted 20 under this Stipulated Protective Order. 21 22 23 (g) the author or recipient of a document containing the information or a custodian or other person who otherwise possessed or knew the information. 3. Disclosure of “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” and 24 “HIGHLY CONFIDENTIAL – SOURCE CODE” Information or Items. Unless otherwise 25 ordered by the court or permitted in writing by the Designating Party, a Receiving Party may 26 disclose any information or item designated “HIGHLY CONFIDENTIAL – ATTORNEYS’ 27 EYES ONLY” or “HIGHLY CONFIDENTIAL – SOURCE CODE” only to: 28 STIPULATED PROTECTIVE ORDER - 10 - CASE NO. 11-CV-05101-EJD 1 (a) the Receiving Party’s Outside Counsel of Record in this action, as well as 2 employees of said Outside Counsel of Record to whom it is reasonably necessary to disclose the 3 information for this litigation and who have signed the “Acknowledgment and Agreement to Be 4 Bound” that is attached hereto as Exhibit A; 5 (b) Experts of the Receiving Party (1) to whom disclosure is reasonably necessary 6 for this litigation, (2) who have signed the “Acknowledgment and Agreement to Be Bound” 7 (Exhibit A), and (3) as to whom the procedures set forth in paragraph 7.4(a)(2), below, have been 8 followed]; 9 (c) (d) the court and its personnel; (d) (e) court reporters and their staff, professional jury or trial consultants, and 10 11 Professional Vendors to whom disclosure is reasonably necessary for this litigation and who have 12 signed the “Acknowledgment and Agreement to Be Bound” (Exhibit A); and 13 14 15 (e) (f) the author or recipient of a document containing the information or a custodian or other person who otherwise possessed or knew the information. 4. Procedures for Approving or Objecting to Disclosure of “HIGHLY 16 CONFIDENTIAL – ATTORNEYS’ EYES ONLY” or “HIGHLY CONFIDENTIAL – SOURCE 17 CODE” Information or Items to Designated House Counsel or Experts. 18 (a)(1) Unless otherwise ordered by the court or agreed to in writing by the 19 Designating Party, a Party that seeks to disclose to Designated House Counsel any information or 20 item that has been designated “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” 21 pursuant to paragraph 7.3(b) first must make a written request to the Designating Party that (1) 22 sets forth the full name of the Designated House Counsel and the city and state of his or her 23 residence, and (2) describes the Designated House Counsel’s current and reasonably foreseeable 24 future primary job duties and responsibilities in sufficient detail to determine if House Counsel is 25 involved, or may become involved, in any competitive decisionmaking. 26 (a)(2) Unless otherwise ordered by the court or agreed to in writing by the 27 Designating Party, a Party that seeks to disclose to an Expert (as defined in this Order) any 28 information or item that has been designated “HIGHLY CONFIDENTIAL – ATTORNEYS’ STIPULATED PROTECTIVE ORDER - 11 - CASE NO. 11-CV-05101-EJD 1 EYES ONLY” or “HIGHLY CONFIDENTIAL – SOURCE CODE” pursuant to paragraph 7.3(c) 2 first must make a written request to the Designating Party that (1) identifies the general categories 3 of “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” or “HIGHLY 4 CONFIDENTIAL – SOURCE CODE” information that the Receiving Party seeks permission to 5 disclose to the Expert, (2) sets forth the full name of the Expert and the city and state of his or her 6 primary residence, (3) attaches a copy of the Expert’s current resume, (4) identifies the Expert’s 7 current employer(s), (5) identifies each person or entity from whom the Expert has received 8 compensation or funding for work in his or her areas of expertise or to whom the expert has 9 provided professional services, including in connection with a litigation, at any time during the 10 preceding five years,1 and (6) identifies (by name and number of the case, filing date, and location 11 of court) any litigation in connection with which the Expert has offered expert testimony, 12 including through a declaration, report, or testimony at a deposition or trial, during the preceding 13 five years. 14 (b) A Party that makes a request and provides the information specified in the 15 preceding respective paragraphs may disclose the subject Protected Material to the identified 16 Designated House Counsel or Expert unless, within 14 days of delivering the request, the Party 17 receives a written objection from the Designating Party. Any such objection must set forth in 18 detail the grounds on which it is based. 19 (c) A Party that receives a timely written objection must meet and confer with the 20 Designating Party (through direct voice to voice dialogue) to try to resolve the matter by 21 22 agreement within seven days of the written objection. If no agreement is reached, the Party the parties shall comply with the undersigned's Standing Order re Civil Discovery Disputes. seeking to make the disclosure to Designated House Counsel or the Expert may file a motion as 23 provided in Civil Local Rule 7 (and in compliance with Civil Local Rule 79-5 and General Order 24 62, if applicable) seeking permission from the court to do so. Any such motion must describe the 25 circumstances with specificity, set forth in detail the reasons why the disclosure to Designated 26 27 28 1 If the Expert believes any of this information is subject to a confidentiality obligation to a third-party, then the Expert should provide whatever information the Expert believes can be disclosed without violating any confidentiality agreements, and the Party seeking to disclose to the Expert shall be available to meet and confer with the Designating Party regarding any such engagement. STIPULATED PROTECTIVE ORDER - 12 - CASE NO. 11-CV-05101-EJD 1 House Counsel or the Expert is reasonably necessary, assess the risk of harm that the disclosure 2 would entail, and suggest any additional means that could be used to reduce that risk. In addition, 3 any such motion must be accompanied by a competent declaration describing the parties’ efforts 4 to resolve the matter by agreement (i.e., the extent and the content of the meet and confer 5 discussions) and setting forth the reasons advanced by the Designating Party for its refusal to 6 approve the disclosure. 7 In any such proceeding, the Party opposing disclosure to Designated House Counsel or the 8 Expert shall bear the burden of proving that the risk of harm that the disclosure would entail 9 (under the safeguards proposed) outweighs the Receiving Party’s need to disclose the Protected 10 Material to its Designated House Counsel or Expert. 11 VIII. PROSECUTION BAR 12 Absent written consent from the Producing Party, any individual who accesses “HIGHLY 13 CONFIDENTIAL – ATTORNEYS’ EYES ONLY” or “HIGHLY CONFIDENTIAL – SOURCE CODE” 14 information shall not be involved in the prosecution of patents or patent applications relating to redirection 15 of Internet and other communications traffic or Doman Name System address resolution, including 16 without limitation the patents asserted in this action and any patent or application claiming priority to or 17 otherwise related to the patents asserted in this action, before any foreign or domestic agency, including 18 the United States Patent and Trademark Office (“the Patent Office”). For purposes of this paragraph, 19 “prosecution” includes directly or indirectly drafting, amending, advising, or otherwise affecting the scope 20 or maintenance of patent claims and includes, without limitation, original prosecution, reissue, and 21 reexamination proceedings. To avoid any doubt, “prosecution” as used in this paragraph does not include 22 representing a party challenging a patent before a domestic or foreign agency (including, but not limited 23 to, a reissue protest, ex parte reexamination or inter partes reexamination). For avoidance of doubt, this 24 Prosecution Bar applies only to those persons who access such material and shall not be imputed to other 25 persons within the same firm who do not access such material. This Prosecution Bar shall begin when 26 access to “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” or “HIGHLY CONFIDENTIAL 27 – SOURCE CODE” information is first received by the affected individual and shall end two (2) years 28 after final termination of this action. STIPULATED PROTECTIVE ORDER - 13 - CASE NO. 11-CV-05101-EJD 1 IX. SOURCE CODE 2 (a) To the extent production of source code becomes necessary in this case, a 3 Producing Party may designate source code as “HIGHLY CONFIDENTIAL - SOURCE CODE” 4 if it comprises or includes confidential, proprietary or trade secret source code. 5 (b) Protected Material designated as “HIGHLY CONFIDENTIAL – SOURCE 6 CODE” shall be subject to all of the protections afforded to “HIGHLY CONFIDENTIAL – 7 ATTORNEYS’ EYES ONLY” information including the Prosecution Bar set forth in Paragraph 8 VIII, and may be disclosed only to the individuals to whom “HIGHLY CONFIDENTIAL – 9 ATTORNEYS’ EYES ONLY” information may be disclosed, as set forth in Paragraphs 7.3 and 10 7.4, with the exception of Designated House Counsel. 11 (c) Any source code produced in discovery shall be made available for inspection, 12 in a format allowing it to be reasonably reviewed and searched, during normal business hours or 13 at other mutually agreeable times, at an office of the Producing Party’s counsel or another 14 mutually agreed upon location. The source code shall be made available for inspection on a 15 secured computer in a secured room without Internet access or network access to other 16 computers, and the Receiving Party shall not copy, remove, or otherwise transfer any portion of 17 the source code onto any recordable media or recordable device. The Producing Party may 18 visually monitor the activities of the Receiving Party’s representatives during any source code 19 review, but only to ensure that there is no unauthorized recording, copying, or transmission of the 20 source code. 21 (d) The Receiving Party may request paper copies of limited portions of source 22 code that are reasonably necessary for the preparation of court filings, pleadings, expert reports, 23 or 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 STIPULATED PROTECTIVE ORDER - 14 - CASE NO. 11-CV-05101-EJD 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 4 inspected any portion of the source code in electronic or paper form. The Receiving Party shall 5 maintain all paper copies of any printed portions of the source code in a secured, locked area. The 6 Receiving Party shall not create any electronic or other images of the paper copies and shall not 7 convert any of the information contained in the paper copies into any electronic format. The 8 Receiving Party shall only make additional paper copies if such additional copies are (1) 9 necessary to prepare court filings, pleadings, or other papers (including a testifying expert’s 10 expert report), (2) necessary for deposition, or (3) otherwise necessary for the preparation of its 11 case. Any paper copies used during a deposition shall be retrieved by the Producing Party at the 12 end of each day and must not be given to or left with a court reporter or any other individual. 13 X. 14 PROTECTED MATERIAL SUBPOENAED OR ORDERED PRODUCED IN OTHER LITIGATION 15 If a Party is served with a subpoena or a court order issued in other litigation that compels 16 disclosure of any information or items designated in this action as “CONFIDENTIAL” or 17 “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” or “HIGHLY CONFIDENTIAL – 18 SOURCE CODE” that Party must: (a) promptly notify in writing the Designating Party. Such notification shall 19 20 include a copy of the subpoena or court order; (b) promptly notify in writing the party who caused the subpoena or order to issue 21 22 in the other litigation that some or all of the material covered by the subpoena or order is subject 23 to this Protective Order. Such notification shall include a copy of this Stipulated Protective Order; 24 and (c) cooperate with respect to all reasonable procedures sought to be pursued by 25 26 the Designating Party whose Protected Material may be affected.2 27 2 28 The purpose of imposing these duties is to alert the interested parties to the existence of this Protective Order and to afford the Designating Party in this case an opportunity to try to protect its confidentiality interests in the court from which the subpoena or order issued. STIPULATED PROTECTIVE ORDER - 15 - CASE NO. 11-CV-05101-EJD 1 If the Designating Party timely seeks a protective order, the Party served with the 2 subpoena or court order shall not produce any information designated in this action as 3 “CONFIDENTIAL” or “HIGHLY CONFIDENTIAL – ATTORNEYS’ EYES ONLY” or 4 “HIGHLY CONFIDENTIAL – SOURCE CODE” before a determination by the court from 5 which the subpoena or order issued, unless the Party has obtained the Designating Party’s 6 permission. The Designating Party shall bear the burden and expense of seeking protection in that 7 court of its confidential material – and nothing in these provisions should be construed as 8 authorizing or encouraging a Receiving Party in this action to disobey a lawful directive from 9 another court. 10 XI. 11 A NON-PARTY’S PROTECTED MATERIAL SOUGHT TO BE PRODUCED IN THIS LITIGATION 12 (a) The terms of this Order are applicable to information produced by a Non-Party 13 in this action and designated as “CONFIDENTIAL” or “HIGHLY CONFIDENTIAL – 14 ATTORNEYS’ EYES ONLY” or “HIGHLY CONFIDENTIAL – SOURCE CODE.” Such 15 information produced by Non-Parties in connection with this litigation is protected by the 16 remedies and relief provided by this Order. Nothing in these provisions should be construed as 17 prohibiting a Non-Party from seeking additional protections. 18 (b) In the event that a Party is required, by a valid discovery request, to produce a 19 Non-Party’s confidential information in its possession, and the Party is subject to an agreement 20 with the Non-Party not to produce the Non-Party’s confidential information, then the Party shall: 21 1. promptly notify in writing the Requesting Party and the Non-Party 22 that some or all of the information requested is subject to a confidentiality agreement with a Non- 23 Party; 24 2. promptly provide the Non-Party with a copy of the Stipulated 25 Protective Order in this litigation, the relevant discovery request(s), and a reasonably specific 26 description of the information requested; and 27 28 3. make the information requested available for inspection by the Non-Party. STIPULATED PROTECTIVE ORDER - 16 - CASE NO. 11-CV-05101-EJD 1 (c) If the Non-Party fails to object or seek a protective order from this court within 2 14 days of receiving the notice and accompanying information, the Receiving Party may produce 3 the Non-Party’s confidential information responsive to the discovery request. If the Non-Party 4 timely seeks a protective order, the Receiving Party shall not produce any information in its 5 possession or control that is subject to the confidentiality agreement with the Non-Party before a 6 determination by the court.3 Absent a court order to the contrary, the Non-Party shall bear the 7 burden and expense of seeking protection in this court of its Protected Material. See Paragraph 16. 8 XII. 9 UNAUTHORIZED DISCLOSURE OF PROTECTED MATERIAL If a Receiving Party learns that, by inadvertence or otherwise, it has disclosed Protected 10 Material to any person or in any circumstance not authorized under this Stipulated Protective 11 Order, the Receiving Party must immediately (a) notify in writing the Designating Party of the 12 unauthorized disclosures, (b) use its best efforts to retrieve all unauthorized copies of the 13 Protected Material, (c) inform the person or persons to whom unauthorized disclosures were 14 made of all the terms of this Order, and (d) request such person or persons to execute the 15 “Acknowledgment and Agreement to Be Bound” that is attached hereto as Exhibit A. 16 XIII. 17 INADVERTENT PRODUCTION OF PRIVILEGED OR OTHERWISE PROTECTED MATERIAL 18 When a Producing Party gives notice to Receiving Parties that certain inadvertently 19 produced material is subject to a claim of privilege or other protection, the obligations of the 20 Receiving Parties are those set forth in Federal Rule of Civil Procedure 26(b)(5)(B). This 21 provision is not intended to modify whatever procedure may be established in an e-discovery 22 order that provides for production without prior privilege review. Pursuant to Federal Rule of 23 Evidence 502(d) and (e), insofar as the parties reach an agreement on the effect of disclosure of a 24 communication or information covered by the attorney-client privilege or work product 25 protection, the parties may incorporate their agreement in the stipulated protective order 26 submitted to the court. 27 3 28 The purpose of this provision is to alert the interested parties to the existence of confidentiality rights of a NonParty and to afford the Non-Party an opportunity to protect its confidentiality interests in this court. STIPULATED PROTECTIVE ORDER - 17 - CASE NO. 11-CV-05101-EJD 1 XIV. MISCELLANEOUS 2 3 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. 4 2. Right to Assert Other Objections. By stipulating to the entry of this Protective 5 Order no Party waives any right it otherwise would have to object to disclosing or producing any 6 information or item on any ground not addressed in this Stipulated Protective Order. Similarly, no 7 Party waives any right to object on any ground to use in evidence of any of the material covered 8 by this Protective Order. 9 3. Filing Protected Material. Without written permission from the Designating Party 10 or a court order secured after appropriate notice to all interested persons, a Party may not file in 11 the public record in this action any Protected Material. A Party that seeks to file under seal any 12 Protected Material must comply with Civil Local Rule 79-5 and General Order 62. Protected 13 Material may only be filed under seal pursuant to a court order authorizing the sealing of the 14 specific Protected Material at issue. Pursuant to Civil Local Rule 79-5 and General Order 62, a 15 sealing order will issue only upon a request establishing that the Protected Material at issue is 16 privileged, protectable as a trade secret, or otherwise entitled to protection under the law. If a 17 Receiving Party's request to file Protected Material under seal pursuant to Civil Local Rule 79- 18 5(d) and General Order 62 is denied by the court, then the Receiving Party may file the Protected 19 Material in the public record pursuant to Civil Local Rule 79-5(e) unless otherwise instructed by 20 the court. 21 XV. 22 FINAL DISPOSITION Within 60 days after the final disposition of this action, as defined in paragraph 4, each 23 Receiving Party must return all Protected Material to the Producing Party or destroy such 24 material. As used in this subdivision, “all Protected Material” includes all copies, abstracts, 25 compilations, summaries, and any other format reproducing or capturing any of the Protected 26 Material. Whether the Protected Material is returned or destroyed, the Receiving Party must 27 submit a written certification to the Producing Party (and, if not the same person or entity, to the 28 Designating Party) by the 60-day deadline that (1) identifies (by category, where appropriate) all STIPULATED PROTECTIVE ORDER - 18 - CASE NO. 11-CV-05101-EJD 1 the Protected Material that was returned or destroyed and (2) affirms that the Receiving Party has 2 not retained any copies, abstracts, compilations, summaries or any other format reproducing or 3 capturing any of the Protected Material. Notwithstanding this provision, Counsel are entitled to 4 retain an archival copy of all pleadings, motion papers, trial, deposition, and hearing transcripts, 5 legal memoranda, correspondence, deposition and trial exhibits, expert reports, attorney work 6 product, and consultant and expert work product, even if such materials contain Protected 7 Material. Any such archival copies that contain or constitute Protected Material remain subject to 8 this Protective Order as set forth in Section 4 (DURATION). ** IT IS SO STIPULATED, THROUGH COUNSEL OF RECORD. 9 10 11 12 13 14 Dated: February 6, 2013 FARNEY DANIELS LLP **16. In the event of any discovery or disclosure dispute, the parties and any affected non-parties shall comply with the undersigned's Standing Order re Civil Discovery Disputes. By: /s/ Steven R. Daniels Steven R. Daniels Attorney for Defendant/Counterclaim-Plaintiff SELECT NOTIFICATIONS MEDIA, LLC Dated: February 6, 2013 FENWICK & WEST LLP 15 16 By: /s/ Bryan A. Kohm Bryan A. Kohm 17 18 Attorney for Plaintiff/Counterclaim-Defendant OPENDNS, INC. 19 20 21 22 I attest under penalty of perjury that concurrence in the filing of this document has been obtained from counsel for Select Notifications Media. /s/ Bryan A. Kohm Bryan A. Kohm 24 Pursuant to Stipulation, as modified by the Court, it is so ORDERED. 23 25 March 12 Dated: ______________, 2013 26 Edward J. Davila United States District Judge The Honorable Howard R. Lloyd United States Magistrate Judge 27 28 STIPULATED PROTECTIVE ORDER - 19 - CASE NO. 11-CV-05101-EJD 1 EXHIBIT A 2 ACKNOWLEDGMENT AND AGREEMENT TO BE BOUND 3 I, _____________________________ [print or type full name], of _________________ 4 [print or type full address], declare under penalty of perjury that I have read in its entirety and 5 understand the Stipulated Protective Order that was issued by the United States District Court for 6 the Northern District of California on [date] in the case of ___________ [insert formal name of the 7 case and the number and initials assigned to it by the court]. I agree to comply with and to be 8 bound by all the terms of this Stipulated Protective Order and I understand and acknowledge that 9 failure to so comply could expose me to sanctions and punishment in the nature of contempt. I 10 solemnly promise that I will not disclose in any manner any information or item that is subject to 11 this Stipulated Protective Order to any person or entity except in strict compliance with the 12 provisions of this Order. 13 I further agree to submit to the jurisdiction of the United States District Court for the 14 Northern District of California for the purpose of enforcing the terms of this Stipulated Protective 15 Order, even if such enforcement proceedings occur after termination of this action. 16 I hereby appoint __________________________ [print or type full name] of 17 _______________________________________ [print or type full address and telephone number] 18 as my California agent for service of process in connection with this action or any proceedings 19 related to enforcement of this Stipulated Protective Order. 20 21 Dated: , 2012 22 23 City and State where sworn and signed: _________________________________ 24 25 Printed name: ______________________________ [printed name] 26 27 Signature: __________________________________ [signature] 28 STIPULATED PROTECTIVE ORDER - 20 - CASE NO. 11-CV-05101-EJD

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