Osterman Research User Guides

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1 Osterman Research User Guides Hw t Evaluate and Chse a Messaging Archival Slutin 2006 Editin Osterman Research, Cntural and RITE Chice have published a user guide that will help rganizatins f all sizes understand the key decisin factrs in selecting an archival slutin fr their and instant messaging systems. This reprt, a majr update f the guide that we published in 2004, fcuses n a variety f issues, including: Prblems related t the archival f messaging data. The benefits that a messaging archival system can prvide t an rganizatin f any size, including: Regulatry cmpliance Supprt fr legal discvery and ther aspects f litigatin Strage management and ptimizatin Knwledge management Migratin, cnslidatin and disaster recvery Why backup is nt sufficient t meet messaging system data retentin requirements. Why messaging archival makes sense even fr rganizatins in nnregulated industries. The risks f nn-cmpliance. Analysis f hsted / managed service vs. in-huse slutins. Issues surrunding scalability and flexibility f deplyment. Regulatins, best practices fr data retentin and trends fr a variety f industries. In-depth discussin f imprtant data retentin requirements in the United States (federal and state) and United Kingdm. A detailed analysis f archiving requirements in the United Kingdm and hw these requirements are changing. Key questins t ask f messaging archival vendrs Sample RFP and business case fr messaging archival systems. Cntact infrmatin fr messaging archival vendrs. Hw t Evaluate and Chse a Messaging Archival Slutin was funded cmpletely by Osterman Research, Cntural and RITE Chice; n vendrs f messaging archival r related prducts were invlved in the funding r review f this reprt. Osterman Research, Inc. P.O. Bx 1058 Black Diamnd, Washingtn Phne: Fax: inf@stermanresearch.cm

2 Deliverables All subscribers t Hw t Evaluate and Chse a Messaging Archival Slutin will receive a bund cpy f the reprt; an electrnic cpy/site license f the reprt is available fr an additinal fee. Pricing and Delivery Hw t Evaluate and Chse a Messaging Archival Slutin is available fr $295 / 160. An electrnic cpy/site license is available fr $595 / 320. Abut Osterman Research, Inc. Osterman Research, Inc. prvides market research, cst mdeling, benchmarking and related services t vendrs f technlgy-based prducts and services. We help vendrs, IT departments and ther rganizatins make better decisins thrugh the acquisitin and applicatin f relevant, accurate and timely data n markets, market trends, prducts and technlgies. We als help vendrs f technlgy-riented prducts and services t understand the needs f their current and prspective custmers. Our clients include AXS-One, C2C, Captaris, EMC, Frtiva, ilumin, Intradyn, MessageLabs, Micrsft, Orchestria, Symantec, ZANTAZ and ZipLip, amng many thers. Abut Cntural, Inc. Cntural, Inc. is an independent prvider f archiving, strage and cmpliance cnsulting and educatin services that enable cmpanies t lwer csts, reduce risks and ensure cmpliance. We help cmpanies develp plicy, develp archiving and ILM strategy, evaluate vendrs and deply slutins. The cmpany is cmpsed f experienced, industry-leading cnsultants and educatrs wh are experts n cmpliance, , archiving and strage. Cntural sells n prducts and ffers unbiased advice t its clients. Abut RITE Chice Peter Hwes is Directr f Rite-Chice and Grup 5 Training with ver 30 years experience in the applicatin f electrnic systems t business peratins. Fr mre than 10 years he has specialized in the Legal Admissibility and Secure Strage f electrnic infrmatin and cmmunicatins. Detailed invlvement with the British Standards Institutin in this area has included develpment and delivery f wrkshps and c-authring their Cmpliance Wrkbk (riginally published as BSI PD 0009, nw BIP 0009). Peter has wrked clsely with a range f blue-chip rganizatins t help them adpt the recgnized statements f "Gd Practice" as cvered in the British Standards Institutin publicatins applied t messaging and dcument/recrd management systems.

3 Table f Cntents 1. Executive Summary The Prblem with Messaging Messaging Cmpliance Are Messages Really Regulated Dcuments? Requirements fr Specific Industries Privacy Regulatins Regulatins in the United Kingdm Why Deletin Desn t Wrk fr Cmpliance Litigatin Discvery Creating an Archiving Plicy Becming Litigatin- and Regulatin-Ready Questins t Ask When Evaluating an Archiving Slutin and Issuing an RFP Sample Messaging Archiving Prject Wrk Plan Archiving System Delivery Mdels and Pricing Archiving System Vendrs...101

4 Order Frm Hw t Evaluate and Chse a Messaging Archival Slutin US$295 / 160 each Electrnic Cpy/Site US$595 / 320 Ttal: $ r BILLING INFORMATION Name Telephne Organizatin Fax Street Address City, State, Zip/Pstal Cde Cuntry SHIPPING INFORMATION (if same as abve, please leave blank) Name Telephne Organizatin Fax Street Address City, State, Zip/Pstal Cde Cuntry Methd f Payment Visa Credit card #: MasterCard Exp. date (MM/YY): / Please send invice Purchase rder #: Payment is enclsed Please cntact me t arrange payment Please nte requested billing arrangements: Please fax t r rder frm

5 Fr mre infrmatin n Osterman Research, r if yu have any questins abut this reprt, please cntact us at: Osterman Research, Inc. P.O. Bx 1058 Black Diamnd, Washingtn Tel: Fax: inf@stermanresearch.cm