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29th February 2008

Retention Policy Survey

Ferris has a survey going on right now on retention policies.  The original post is at http://www.ferris.com/2008/02/28/retention-policy-survey/ but if you could add your own experience then this would help them out greatly.  

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This is a blog item we’ve created so we can share information on retention policies for electronically stored information. Hopefully it’ll provide a valuable set of benchmarks.

It would be great if can can add your own experience–see the quick survey below. You can do so by posting a comment. Or if you want anonymity, email your response to survey@ferris.com. We’ll send a summary of the findings to all respondents.


 

Quick Retention Policy Survey

Q1. Rough # people in your organization/company?

Q2. What retention policies do you have?

Q3. What internal policies, laws and/or regulations have greatest impact on your retention policies?

Q4. What advice would you give to peers trying to formulate their retention policies?

Q5. How will your retention policies change over the next few years?

Q6. What are the most important best practices associated with successfully implementing a retention policy?

Q7. What are the main archiving products/services you use?


posted in eDiscovery, Blogs | 0 Comments

28th February 2008

Confidential data showed up on eBay

This article gives a whole new meaning to “I got it on eBay”

 http://thelede.blogs.nytimes.com/2008/02/28/an-ebay-surprise-lost-diskful-of-data-on-britons/index.html?hp

In announcement after embarrassing announcement in recent months, the British government has revealed that it had lost control of a huge cache of personal information about many of its citizens.

Laptops and disks full of names, addresses and bank details about millions of Britons went astray, leading to panic as well as widespread finger-crossing that the data would not fall into the wrong hands. One breach put half the nation at risk.

So there should be sighs of relief, you would think, following news that one of the lost disks, marked “Home Office” and “Private and Confidential,” had been recovered, found by a repair technician in a used computer that apparently had been auctioned online. Unfortunately, Britain’s bad fortune, poor policy or a combination of the two have led to yet another investigation.

How did the disk turn up?

Lee Bevan of Leapfrog Computers in Manchester told his side of the story to the Guardian newspaper:

“This seemed like just another I.T. repair. […] The customer said he had bought it on eBay and seemed quite innocent. It was just an ordinary laptop, and it was only when we opened up the keyboard that we found the disc - it had the words Home Office and Confidential written on it.

“The disc appeared to be hidden deliberately underneath the keyboard. We put the disc in the drive to see what it was, but it was encrypted.

“As soon as I saw it belonged to the Home Office I placed it in the company safe and called the police. Luckily, it has ended up in the right hands. The police were here most of the day examining the laptop and the disc.”

Still, he is unable to she any light on how the disk made its way from the Home Office to eBay in the first place. And why was the disk stashed under the keyboard? There would seem to be smarter ways to ditch incriminating evidence, if that was the idea, than to auction it online; indeed, the authorities now have at least the beginnings of a lead in the seller of the laptop on eBay.

The police have yet to confirm whether the data on the disk was ever accessed; Mr. Bevan’s discovery that it was encrypted suggested that it may not have been. By calling the police, he also offered a reminder that while criminals may lurk out there, ordinary people often do the right thing.

Like a lost bike suddenly returned to one’s doorstep, this particular data breach may cause only momentary worry before ending harmlessly after all. If you are in Britain, did the discovery of the disk calm your nerves about privacy, or fray them further? If you are elsewhere, how would you feel?

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21st February 2008

Companies can force archiving to go ‘underground’

I spend some time yesterday moderating a webinar with Mark Diamond from Contoural and there was an interesting statement that really hits home for organizations who haven’t implemented a proper retention and disposition policy in their environment. End users are very predictable when it comes to email .. they all are packrats … big ones. Organizations who in the past enforced strict mailbox limits started to see people leverage PST files to store their data, something that for a while was actually encouraged to do.

Now that we are years later these organizations realize that they have a few TB worth of PST files out there that is a legal time bomb waiting to explode. Without knowing what is in there it is a nightmare scenario.

The other case scenario is still in use today and reasonably popular; enforce a strict deletion policy on Exchange (i.e. delete everything after 90 days). What users tend to do in that case often is for instance leverage gmail as their private archive. They would set up a mailbox rule to forward all of their emails to an outside account, either gmail or maybe their private email account.

Basically both these options have resulted in underground archives that could be targeted in case of a litigation even though the data might be in a private mailbox. Forcing data archiving ‘underground’ is very dangerous as all of a sudden the organization has no longer control over this data and they don’t know what kind of data is out there. It isn’t that simple either as now the data could be stored in many different locations; from PCs to iPods and more.

A proper data retention policy comes with a way to store and dispose of the data and not force it underground. In my opinion an archiving solution is going to help you with this as you allow the data to go somewhere under your rules.

posted in storage, search, eDiscovery | 0 Comments

15th February 2008

The Forrester Wave™: Message Archiving Software, Q1 2008

Just released from Forrester, their Message Archiving Software wave report.  Not as ‘expansive’ as the Gartner report as some obvious vendors are not included … however a pretty hard conclusion on Quest Software.

Source: http://www.forrester.com/Research/Document/Excerpt/0,7211,43263,00.html

In Forrester’s 85-criteria evaluation of message archiving software vendors, we found that Autonomy ZANTAZ and Symantec have a tenuous lead over large vendors such as CA, EMC, IBM, and Open Textwith broad enterprise content management (ECM) and storage portfolios. Autonomy ZANTAZ and Symantec provide the best set of value-add functionality like eDiscovery support and advanced analytics and search to address customer pain points. Strong Performers like CA, EMC, IBM, and Open Text are building value-add features but marrying them tightly to broader product portfolios that scare some customers into thoughts of vendor lock-in. Hewlett-Packard (HP) is a Contender with an interesting integrated appliance offering focused on providing high levels of scalability, while Quest Software is a Risky Bet, lacking most of the value-add features that customers demand today, including advanced search and analytics, eDiscovery support, and supervision.

posted in vendor selection, competition | 0 Comments

13th February 2008

2 more archiving vendors acquired

Wow  … it seems to be the season of acquisitions it seems like.   After the acquisition of MessageOne by Dell Inc, 2 new vendors were acquired.

Teracloud picked up Bellevue, WA based Estorian Inc (read the press release) while Atempo picked up Lighthouse Global Technologies.

posted in vendor selection | 0 Comments

12th February 2008

Dell to acquire MessageOne for 155 Million

Source: http://www.crn.com:80/software/206501271?cid=topicalFeed

 Dell (NSDQ:Dell) will acquire MessageOne, a provider of on-demand e-mail management, compliance and archiving services, for $155 million in cash, the two companies announced Tuesday. Dell said the deal would add to its growing portfolio of software-as-a-service offerings.

The deal has been approved by the companies’ two boards but is still subject to regulatory approvals. Dell, based in Round Rock, Tex., said the acquisition would broaden the company’s ProSupport line of configurable service offerings and the company will make the MessageOne services available both direct to customers and through its channel partners.

MessageOne delivers e-mail continuity, compliance, archiving and disaster recovery services that Dell says help businesses eliminate complexity and downtime associated with managing and archiving e-mail messages. While the services are geared toward the needs of large companies, they can be scaled down for small and midsize companies, said Steve Schuckenbrock, president of Dell Global Services, in a statement.

In December Dell acquired Everdream, a Fremont, Calif.-based developer of software-as-a-service remote management tools for desktops, for an undisclosed sum. Last year Dell bought MSP platform provider SilverBack Technologies, Billerica, Mass., also for an undisclosed amount.

Dell also said it took a number of precautionary steps in negotiating the MessageOne buyout given that MessageOne, based in Austin, Tex., was co-founded by Adam Dell, brother of Dell founder and CEO Michael Dell, whose family investment funds hold an interest in MessageOne. Independent members of Dell’s board of directors closely monitored and analyzed the negotiations to make sure the deal was in shareholders’ best interests, for example, and Michael Dell was excluded from all negotiations.

Michael Dell, his wife Susan and their children will earn approximately $12 million from the deal while Adam Dell will receive $970,000 and their parents will get $450,000, according to the company. The Dell statement said Michael and Susan Dell have indicated they will contribute their share of the sale proceeds to charity.

posted in vendor selection | 1 Comment

11th February 2008

The TODAY Show on email archiving: email in the workplace

Email archiving is hitting prime time!.  Interesting .. half of the US companies scan their employees email .. that means the other half doesn’t have a proper email archiving solution yet. Watch the clip below.

E-mail in the workplace
E-mail in the workplace

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7th February 2008

Boston Globe: Lawyers try to catch up in tech world

[Source] http://www.boston.com/business/technology/articles/2007/12/31/lawyers_try_to_catch_up_in_tech_world/

Technology was late to come to the world of lawyers and law firms, long known for quill pens and steno pads. But now that it has arrived, it is spreading briskly.

Modern-day law firms, especially megafirms with offices around the world, rely heavily on a vast array of specialized software that helps them run nearly every aspect of their operations. From docketing cases to tracking hours to managing litigation to calculating bills, most legal practices depend on technological solutions.

“Within the past five years, technology in law firms has really, really advanced,” said Randi Mayes, executive director of the International Legal Technology Association, an Austin, Texas, group that represents 1,700 US law firms and legal departments.

A primary driver of this evolution is the need for law firms to keep pace with the technology used by their corporate clients.

The explosion of electronic discovery has also forced law firms to become more tech-savvy.

And new federal statutes that require extensive financial reporting and electronic record-keeping, such as the Sarbanes-Oxley Act, have forced the rapid adoption of technology in the legal profession.

Technology has become critical to most industries, of course. But the legal profession resisted the age of technology much longer than many others.

“When I became a lawyer in 1990, the legal profession was a paper-and-pen business, and almost everything was done by typewriter and forms,” said Alan Klevan, a Wellesley lawyer who chairs the Massachusetts Bar Association’s law practice management section, which helps law firms use technology to enhance the practice of law.

Last month, the association hosted a legal technology expo in Needham that attracted several dozen technology firms that pitched their products to lawyers.

Now, however, the management of cases can be so complicated and time-consuming that technological assistance is critical. Software programs used by law firms handle receipts, billings, expenses, negotiating leases and insurance, personnel issues, time keeping, word processing, cost recovery, conflict checking, marketing, scanning, docketing, and data storage. Special tax-reporting software exists for trusts and estates departments, and financial software aids bankruptcy groups.

During electronic discovery, countless documents, files, phone records, and electronic correspondence are mined in civil litigation. Software can be used to comb through e-mail systems and identify key information, sparing lawyers or legal assistants the task of reading through hundreds or even thousands of e-mails in search of important data.

“Before, we’d get boxes of paper, and paralegals would go box by box by box, coding and figuring out what was important on each page,” said Henry Chace, chief information officer at the Boston law firm Burns & Levinson, whose 125 lawyers collectively use about 70 software applications. “Now we just scan those documents and use algorithms to determine what’s important or not.”

As law firms increasingly become global operations, their multiple offices worldwide must also have time-and-billing software that works with multiple currencies.

At large firms, conflict checking, to ensure that the firm does not represent a client whose interests clash with the interests of another potential client, is also done electronically.

“If you’re opening a matter in San Francisco, you have to find out if you have any conflicts with the Tokyo, New York, Singapore, and London offices, and you can’t start billing till you know,” said Chace, a former president of the International Legal Technology Association. Without software that runs such checks, the process would be unmanageable, he said.

Litigators tend to be at the cutting edge of technological advances because they rely on high-tech software to manage their cases and impress juries during trials.

But other types of lawyers remain well behind the curve. Many real estate lawyers, for example, still make in-person visits to courthouses and registries of deeds to file paper documents.

But that, too, is changing.

“Real estate lawyers used to have to trudge to the registry with a check and documents in hand,” said Paul Roth, regional sales director for Simplifile, a system that enables real estate documents to be filed electronically. “Now they just have to sign on [to a computer] and send them in.”

Simplifile sells its product in 20 states, but in Massachusetts the only registries of deeds that allow electronic filing so far are in Lowell, Springfield, and Plymouth, Roth said.

Despite these technological advances, “I still drag a lot of solo practitioners kicking and screaming into the technological age,” Roth said.

“Most of them say they’re fine the way they are, and they really want to leave it to the next generation to change.”

posted in eDiscovery | 0 Comments

6th February 2008

Zantaz EAS now uses IDOL

Autonomy/Zantaz has now replaced Altavista with IDOL (Autonomy’s search technology), however apperantly they support now both Altavista and IDOL (see this thread).

I’m glad to see that another vendor now has moved on.

posted in competition, search | 16 Comments

5th February 2008

Interesting companies to watch

I’m trying to make this a semi recurring item on my blog  …. companies that I’ve seen, worked with or at that I find interesting and have interesting technologies.  Over the years there are quite a few companies that I have had business relations with that were small startups at the time and that now are almost household names.  Sybari is for instance one of them. 

I’m passionate about technology .. you could classify me as a geek in some sense .. but I do like to wind down sometimes and just clear my mind. One of those things revolves around the work that I do to keep a classic car running.  If you never worked on an older car .. it is nice to work on something that doesn’t involve international datalaws or SEC17a-4. 

One of the companies that I do am intrigued with is MessageGate.  According to the website MessageGate allows you to analyze email usage and patterns, ease accurate retrieve, reduce archiving and storage costs and a whole lot more.  Not truly a data leakage prevention vendor like Vontu which got acquired by Symantec a while back.  MessageGate can however benefit an organization as far as analyzing and categorizing data that is in your environment.  I’ve worked with MessageGate on a few projects in the past and its a company that I keep an eye on to see when they finally hit the spotlight …

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