Conference Program

Why or Why Not Archive e-Mail – Understanding the Business Drivers and Creating Consensus for Saving E-mail
Mark Diamond, President & CEO, Contoural, Inc.

Industry thought leader Mark Diamond will discuss the business drivers around e-mail archiving, including compliance, litigation readiness, end-user needs and storage costs. He will discuss the best approaches to archiving initiatives, including how IT can build a consensus with legal and other groups around retention policy, as well as the pitfalls to avoid. Additionally, he will discuss case studies, and explore the best practices for saving e-mail.

In this session, attendees will learn the following:

• Understand the real-world business drivers for e-mail archiving

• How to build a consensus around policy

• Pitfalls to avoid

10:00am - 10:30am - Refreshment and Exhibit Break
 
10:30am - 11:30am
e-Discovery: How IT Should Support the Federal Rules that Govern e-Discovery

Amendments to the Federal Rules of Civil Procedure (FRCP) changed the landscape on how organizations must produce electronic information for use within litigations. A recent survey identified 90% of those responsible for email services feel that their organizations are not fully prepared to meet the revised Federal rules.
e-Mail, like many other forms of electronic information, has quickly become a key technology requested by the courts to support litigations. As the volume of electronic information continues to increase, the cost of retaining and producing these materials also increases. Many organizations are not equipped to help navigate through this painful process and do not understand their responsibilities within the e-Discovery process.

In this session, attendees will learn the following:

• What are the New Federal Rules of Civil Procedure?

• What are the consequences if the FRCP is not followed?

• What steps your IT groups should follow to help support the e-Discovery process?

• When could computer forensic processes be used within the e-Discovery process?

11:30am - 12:30pm
Moving the Project Forward: How to Navigate Around Internal Challenges

Once you have made the decision to move forward with email archiving you need a well thought out plan to handle some of the challenges you may encounter.

In this session attendees will learn:

• How to develop a committee

• How to speak in terms that other departments can understand

• The need for balance between litigation readiness, compliance, and efficiency

• How to gather requirements

• How to navigate around internal and economic challenges

12:30pm - 1:30pm - Luncheon and Exhibit Break

1:30pm - 2:30pm

Email Archives – Do You Need to Change, Merge or Move?
Walt Burton, Director Clients Services, Bishop Technologies

A decade ago, organizations were only just waking up to the concept of email archiving. Now millions of corporate email users worldwide rely on archiving to provide extended mailbox services.  Likewise thousands of organizations use archiving to meet regulatory, legislative, and internal research in potential litigation needs.  These facts illustrate 3 major changes in email-based business communications that have occurred over the last 10 years:

1.  Email is no longer just a carrier mechanism for transient messages.  The content itself has become of increasing value, and users expect to get immediate, long term access to this data with no limits on the amount of storage available.

2.  Emails constitute a business record that should be securely retained and be discoverable for many years.  For some industries retention periods can be for in excess of 70 years.

3.  The volume and importance of data stored in e-mail has grown beyond expectation to become one of the largest, most valuable business intelligence repositories that an organization owns.

In this session, attendees will learn the following;

Pre-Migration Planning – Define key business and technical objectives, assign key personnel to migrate project, Hold archive migration workshops, Review Source & Target Environments, Discuss migration requirements, Review migration requirements

Proof of Concept – Agree on a POC objective to discover optimum operating guidlines, Test a migration strategy with a small data set and review for migration fulfillment, Optimize migration with tuning guidelines

Migrate – Finalize and document migration plans, Commence migration, Project training and hand-off and closure requirements

Validate – Compare and assess the current environment and define validation criteria for the new environment.  Testing of a migration is essential to understand the completion acceptance and what the criteria of acceptance should be

One time versus Continual – undertand the impact of a migration and the timing of the change. Determing the long term needs of a migration and how this may need to be viewed as a short-term objective, or a long-term ongoing migration strategy for future ingestion needs

2:30pm - 3:00pm Refreshment and Exhibit Break

3:00pm - 4:00pm
IT Infrastructure and Compliance: Solid Techniques for a Defensible and Compliant Infrastructure Strategy

Due to current compliance legislation and legal discovery requirements, IT departments need to be able to manage e-mail archiving so needed information can be located immediately.
 

In this session attendees will learn:

• What factors to consider when designing the e-mail archiving infrastructure

• How to have an e-Mail archiving system that adheres to HIPAA, SEC Rule 17a-4, Sarbanes Oxley and other Regulations

• How to classify your enterprise architecture and e-Mail infrastructure

• How to address architecture and address scalability concerns

• How to improve communication and collaboration through e-mail archiving

• Information lifecycle management and Data Lifecycle Management (ILM/DLM)

• How to work through the myriad of issues created by PST Files

• How to support the secure storage of large archives

• How to discover, import and block the use of PST files