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Setting Retention Policy for Electronic Information: A Practical Guide

Publication Date: September 29, 2010 With thanks to our co-sponsors: Description A retention policy for electronic information defines how long the information should be stored until it’s deleted. Except for email, most electronic information is currently never deleted or is deleted in a haphazard manner. Legal and regulatory pressure is gradually driving organizations to define... read more »

The Current State of Email Retention Policies

This report looks at the current state of email retention policies. It incorporates data from a survey of 22 organizations representing more than 443,000 mailboxes running Microsoft Exchange, Lotus Notes, GroupWise, and other email platforms. It also presents Ferris Research’s interpretation of the findings.... read more »

Microsoft Exchange 2010 and Archiving: The Complementary Role of Third-Party Solutions

In April, Microsoft announced that Exchange 2010 will have built-in support for archiving. But it’s not clear to many what capabilities Microsoft will provide. This Ferris Research white paper sheds light on the new offering. Topics include what the product’s archiving features do, what they don’t do, and what the ongoing role of third-party archiving vendors will be.... read more »

CA Buys Orchestria: Assessing the Transaction

On January 5, 2009, CA announced its intention to acquire Orchestria. This webcast discusses key aspects of the acquisition.... read more »

CA Buys Orchestria: Transaction Assessment

On January 5, 2009, CA (formerly Computer Associates) announced its intention to acquire Orchestria. This report assesses the transaction.... read more »

Spam, Spammers, and Spam Control

Just about anybody with an email address knows about spam and spam filters–or at least they think they do. However, it is a complex subject, with far more to it than meets the eye. This Ferris Research white paper looks at spam: what it is, how it is sent, and how it is filtered. It unravels the complexities and gives an accessible, factual overview into the scourge of spam.... read more »

Email Archiving: On-Premise vs. SaaS

Email archiving can be implemented by subscribing to a hosted service, commonly called “software as a service” (SaaS), or by licensing software and installing it in-house. Which approach is better? Sometimes the choice is clear; more often it is not, and a potential customer must balance trade-offs. ... read more »

This Ferris Research white paper explains the main differences between the two approaches so IT executives can decide which is best for their organizations. It also contains an interview with Mimecast, a SaaS provider, on the advantages of SaaS and how it is evolving.... read more »

Total Cost of Ownership of Microsoft-Based Unified Communications

This report looks at the total cost of ownership (TCO) of Microsoft-based UC. As the report shows, the TCO of Microsoft UC and telephony benefits from economies of scale. It is much easier for a large organization to justify the technology than a smaller organization. A spreadsheet to help you model your organization’s TCO is also provided.... read more »

Symantec Buys MessageLabs: Transaction Assessment

On October 8, 2008, Symantec announced its intention to acquire MessageLabs. This is our assessment of the transaction.... read more »

Proofpoint Buys Fortiva: Transaction Assessment

On June 24, 2008, Proofpoint announced that it bought Fortiva. This report looks at the purchase and its implications.... read more »

Return Path Buys Habeas: Transaction Assessment

On August 12, 2008, Return Path announced that it will buy Habeas. This report looks at the purchase and its implications. ... read more »

Synchronica Gets Funding: Transaction Assessment

On July 31, 2008, Synchronica announced that it had secured an additional round of £5.1 million of funding. This report looks at the transaction and its implications. ... read more »

Synchronica Buys AxisMobile: Transaction Assessment

On August 18, 2008, mobile email vendor Synchronica announced that it will buy mobile email vendor AxisMobile. This report looks at the purchase and its implications. ... read more »

McAfee Buys Reconnex: Transaction Assessment

On July 31, 2008, McAfee announced that it will buy Reconnex. The deal closed on August 14, 2008. This report looks at the purchase and its implications. It is designed to help CEOs and business development staff understand how to optimize stock price, successful vs. failed sales strategies, and rationales for funding-raising and sales. ... read more »

Corporate Penetration of Instant Messaging: A Survey of 136 Organizations (2008)

This report describes the results of a survey of 136 organizations, totaling about 1.5 million mailboxes, to determine the extent that organizations have deployed their email vendor’s instant messaging (IM) services. We discuss the penetration of the vendors’ IM services for Microsoft Exchange, IBM Lotus Notes/Domino, and Novell GroupWise, and further break down the data based on organization size. The data is valuable for organizations that want to compare the size and cost of their email support staffs with those of comparably sized organizations, as well as for vendors seeking to assess the penetration of internally supported IM technology.... read more »

Ensim Unify: Automating the Health of a Microsoft Infrastructure

This report looks at Ensim Unify, a system management framework that offers a layer of insulation, protecting the management of mission-critical infrastructure applications such as Microsoft Exchange, Active Directory (AD), and mobility gateways such as BlackBerry Enterprise Server (BES) and Windows Mobile. The key idea behind Unify is to automate the day-to-day administration of these applications by wrapping their administrator interfaces so it can bundle sets of commands into single, task-focused operations.... read more »

Email Support Staff Requirements and Costs: A Survey of 136 Organizations

This report describes the results of a survey of 136 organizations, totaling about 1.5 million mailboxes, to determine the size and cost of their email support staffs. We discuss the annual cost per mailbox of providing technical support for Microsoft Exchange, Lotus Notes/Domino, and Novell GroupWise, and further break down the data based on organization size. The data is valuable for organizations that want to compare the size and cost of their email support staffs with those of comparably sized organizations.... read more »

Kazeon Information Access Platform

Kazeon’s Information Access Platform discovers, classifies, and indexes most of an organization’s electronically stored information (ESI) and then makes it easy to search for relevant information sets and apply control policies. This report describes Kazeon’s offering and details its industry context.... read more »

E-Discovery Best Practices: The IT Perspective

A growing proportion of lawsuits require the production of copies of electronically stored information. IT staff must now provide timely assistance in producing the data. This new responsibility is typically extremely disruptive to IT staff, and also very expensive. This report reviews the state of current U.S. federal laws relating to electronic discovery, explains the problems that have arisen, and summarizes current thinking on relevant best practices. We focus on the perspective of IT staff and the actions they should undertake. ... read more »

Email Products: Market Shares, Versions Deployed, Migrations, and Software Cost

This report describes the results of a survey of 917 organizations of all sizes to determine the email systems they are using, the versions deployed, migration plans, and the cost of the software. Responding organizations account for 10.6 million employees, or roughly 2% of the workforce in developed industrialized economies.... read more »

The Central Role of Classification for Compliance and Content Control

This report discusses classifications and why they are important. Automated methods of assigning classifications must be used, complemented by limited use of manual assignment. The report explains how the different approaches work and their shortcomings. Finally, it explains the main challenges faced by user organizations and vendors serving user organizations.... read more »

Exchange 2007 Implementation Issues

In this report, we describe the main issues of concern to email support staff implementing Exchange Server 2007. The report incorporates data from a survey of 43 organizations that are migrating to Exchange 2007. We describe their deployment plans and the different ways they are configuring their new systems.... read more »

Email-Borne Virus Trends

Virus and other email-borne threats have become more prevalent and more dangerous than ever before. This report outlines current methods used by authors of these threats and discusses techniques to control them.... read more »

Socialtext’s Corporate Wiki

In this brief, we describe Socialtext’s wiki designed for business use and discuss its industry context.... read more »

CIO Concerns for Messaging & Collaboration

erris Research partnered with Computerworld to conduct a Web-based survey about the messaging concerns and priorities of CIOs and other high-level (VP and above) corporate managers. Managers were asked to rank their levels of concern about 26 issues, ranging from TCO improvements and telephony integration, to encrypted email and instant messaging connectivity.... read more »

Spam and Other Email Threats: Market and Technology Update

This Ferris Research report explains current spammer tactics, describes new techniques in anti-spam technologies, and discusses customers’ key requirements when purchasing an anti-spam product.... read more »

Email Sender Authentication

Email sender authentication is a way of detecting email forgeries. It is useful in protecting senders from email identity theft and protecting recipients against spam and phishing. This Ferris Research report describes the two leading methods of email sender authentication: Sender Policy Framework/Sender ID Framework (SPF/SDIF) and DomainKeys Identified Mail (DKIM). ... read more »

Encryption: Knocking Down the Barriers to Secure Email

This report examines the key drivers behind business adoption of email encryption and provides an overview of four leading email encryption products.... read more »

Comparing the TCO of Notes/Domino 7 and Exchange 2003

This report presents the findings of a study comparing the cost of Notes/Domino 7 and Microsoft Exchange 2003. The cost of support staff constitutes 30% to 80% of the cost of an email service, so we asked 78 users of the two products to describe the nature and size of their support staff. ... read more »

Four New Messaging Products and Services

Four issues that present the greatest challenges to messaging managers are protecting the network against sophisticated malware attacks, provisioning employees with mobile email, organizing email and other content for better team collaboration, and rapidly and effectively responding to legal and audit discovery requests. This report looks at four interesting new products and services, each aimed at solving one of these problems.... read more »

Achieving Regulatory Compliance With Email and Internet Content Security Policy Enforcement

This Ferris report focuses on compliance with those regulations, particularly Sarbanes-Oxley, that impact IT managers. It provides an overview of the key regulations governing electronic messaging and suggests best practices for achieving compliance.... read more »

Key Messaging Issues: 2007 and Beyond

A host of issues will demand the attention of messaging managers in 2007 and beyond, from archiving to voice integration. This Ferris Research report describes the key issues and technologies that will concern email managers over the next five years. Topics include Exchange and Notes upgrades, malware control, email archiving, best practices for regulatory compliance, mobile messaging, voice integration, and team workplaces.... read more »

Planning and Implementing an Email Archiving Solution

Before buying and installing archival software, you need to understand the specific requirements for the system and the challenges you face when planning and implementing it.... read more »

Instant Messaging: New Developments in Presence and Real Time Information Interchange (2006)

This report looks at new developments in presence and real-time information interchange systems, services, and standards, and identifies the issues that require resolution.... read more »

Identum’s Private Post: Innovation in Email Encryption

This white paper presents a brief overview of PKI technology and focuses on the differentiating features of Identum’s Private Post offering.... read more »