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 email 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 98010-1058 Phne: +1 253 630 5839 Fax: +1 866 842 3274 inf@stermanresearch.cm www.stermanresearch.cm
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, email, 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.
Table f Cntents 1. Executive Summary...1 2. The Prblem with Messaging...5 3. Messaging Cmpliance...9 4. Are Messages Really Regulated Dcuments?...15 5. Requirements fr Specific Industries...19 6. Privacy Regulatins...33 7. Regulatins in the United Kingdm...37 8. Why Deletin Desn t Wrk fr Cmpliance...59 9. Litigatin Discvery...61 10. Creating an Archiving Plicy...71 11. Becming Litigatin- and Regulatin-Ready...81 12. Questins t Ask When Evaluating an Archiving Slutin and Issuing an RFP.85 13. Sample Messaging Archiving Prject Wrk Plan...91 14. Archiving System Delivery Mdels and Pricing...97 15. Archiving System Vendrs...101
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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 98010-1058 Tel: +1 253 630 5839 Fax: +1 866 842 3274 Email: inf@stermanresearch.cm http://www.stermanresearch.cm