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cnG00262937CriticalCapabilitiesforEnterpriseInformationArchivingPublished:24December2014Analyst(s):AlanDayley,GarthLanders,AnthonyKros,JieZhangEnterpriseinformationarchivingproductsenablethearchivingandretrievalofenterprisedata.
ITarchitectswillbeabletoselectthemostsuitableof21EIAproductsonabilitytosupportfourusecasesbasedonsevencriticalcapabilities.
KeyFindingsBetween60%and70%ofnewinstancesofcompliancearchivingformessagingdataareusingaSaaSdeploymentmodel.
Late2014sawmergerandacquisitionactivitypickupinthisspacewithBarracudaacquiringC2C,BAESystemsacquiringSilverSky,andMetalogixtradingprivateequityfundownership.
HPConsolidatedArchivehasthemostrobustfeaturesandisabletohandlethemostcomplexenvironmentsforarchiving,althoughitcanbedifficulttodeployandmanage.
Microsoftproductslackcomplianceande-discoveryfeaturesbutarestrongforend-userarchiveandaccess.
RecommendationsITarchitectsshould:DeterminewhetherSaaSarchivingforcompliancefitsintoyourorganization'scompanycultureandaggressivelypursuethisoptionifthisisthecase.
Selectproductsthatofferfastsearchcapabilitiesifyourorganizationiscompliance-centric.
Developanexitstrategybeforeenteringadealtoensureyoureceivefavorabletermstoextractyourdataattheendofthetermincaseyouswitchvendors.
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cnStrategicPlanningAssumptionBy2019,75%oforganizationswilltreatarchiveddataasanactiveornear-linedatasource,upfromlessthan10%today.
WhatYouNeedtoKnowThisdocumentwasrevisedon06January2014.
Thedocumentyouareviewingisthecorrectedversion.
Formoreinformation,seetheCorrectionspageongartner.
com.
ITmanagersaredeployingenterpriseinformationarchiving(EIA)productstosupportcompliance,improveoperationalefficiency,enablee-discoveryand/orallowenduserstoarchiveandretrievetheirowncontent.
Tosupportanyoneoftheseusecases,infrastructureandoperationsmanagersmustunderstandtheenabling"criticalcapabilities"oftheEIAproductsavailableinthemarket.
Forinstance,tosupportcompliancesupervision,anITmanagermustknowiftheEIAproductstheyareconsideringsupportthenecessarycontenttypes,suchastradecommunicationsacrossemailandevensocialmedia.
Inthisresearch,weidentifysevencriticalcapabilities:1.
PolicyManagement2.
DataManagement3.
Administration4.
Search/Index5.
ContentTypesSupport6.
E-Discovery7.
End-UserArchivingandAccessITmanagersmustconsiderthesewhensupportingthefourusecasesusedinthisresearch.
Byassigningweightingsofimportanceforthesesevencapabilitiesforeachusecase,wethenrateeachEIAproductonitsabilitytosupporteach.
Thisisacompanionpieceto"MagicQuadrantforEnterpriseInformationArchiving"whichcomparesvendorsintermsofcompletenessofvisionandabilitytoexecute.
Mostofthevendorsprovidesupportforadditionalcontenttypesthroughpartners.
Thesupportedcontenttypeslistedaftereachvendorarelimitedtonativeintellectualpropertyofthatvendor.
Page2of44Gartner,Inc.
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cnAnalysisCriticalCapabilitiesUse-CaseGraphicsFigure1.
Vendors'ProductScoresforComplianceUseCaseSource:Gartner(December2014)Gartner,Inc.
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cnFigure2.
Vendors'ProductScoresforOperationalEfficiencyUseCaseSource:Gartner(December2014)Page4of44Gartner,Inc.
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cnFigure3.
Vendors'ProductScoresforE-DiscoveryUseCaseSource:Gartner(December2014)Gartner,Inc.
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cnFigure4.
Vendors'ProductScoresforEnd-UserArchivingUseCaseSource:Gartner(December2014)VendorsActiance(Alcatraz,Vantage,Socialite)Actianceenteredthearchivingmarketover10yearsagowithVantage,aproductthatarchivesbusinessmessaging.
Socialitewasaddedlaterforpublicsocialmediaarchiving,andAlcatrazwasPage6of44Gartner,Inc.
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cnThisresearchnoteisrestrictedtothepersonaluseofyinlibo@etiri.
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cnintroducedin2014asacentralrepositoryforallActiance-captureddata.
Emailarchivingwasintroducedin2014.
AlcatraztoolsaregearedtotheComplianceandE-DiscoveryUseCases.
VantageandSocialiteproviderobustsupervisioncapabilities,butemailsupervisionandAlcatrazasarepositoryarenewandyettobeproven.
About50%ofVantageimplementationsareon-premiseswiththerestoftheActiancesuitedeployedasSaaS.
Actianceprovidesfulldatareduction,includingdeduplication,single-instancestorage(SIS),andcompression,plusAES-256encryption.
TheAlcatrazinfrastructureisbuiltutilizingdistributedsystemstechnologies,suchasCassandraforscalability.
AlcatrazprovidesimportantsensitivedataidentificationandmanagementfeaturesforActiance'skeyverticalsoffinancialservices,energytradingandhealthcare.
ImmutabilityisfullysupportedforSECRule17a-4compliance.
Actianceprovidesabroadrangeofretentionpolicies,buttheVantageadministrationinterfacestandsinneedofanupgrade.
Actiancecustomershaveraisedconcernsaboutitsless-than-modernuserinterfaceaswellastheimplementationofthesystems.
ThishasbeenreflectedintheserviceabilitysectionoftheAdministrationCriticalCapability.
ContentsupportedbyActianceincludes:MicrosoftExchange,Office365,SharePoint,Lync(includingvoice)DominoSMTPIBMSametimeCiscoIMandPresenceJabberAIMYahooIMThomsonReutersBloombergIMBlackBerryFacebookLinkedInTwitterGoogle+Gartner,Inc.
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cnYouTubeBlackBerryBBMSMSBlackBerryPin-to-PinE-DiscoveryfeaturesareincludedwithAlcatrazatnoextracost.
Alegalholdisplacedonconversationobjectsreturnedfromsearchacrosscontenttypes,withmultiplelegalholdssupported.
Taggingandannotationareavailableaspartofthereviewprocess.
Alcatrazprovidesamulticasemanagementinterface.
ContentcanbeexportedusingtheEDRMXML,PSTorNSFformats.
Inaddition,ActiancepartnerswithRecommind,ExterroandZapprovedformorecomplexe-discoveryfeatures.
Enduserscandraganddropemail,notescontactsorcalendaritemsintoapresetpublicfolderforretention.
EmailsforwardedorfoundthroughsearchcanbepushedtoAlcatrazthroughVantagebytheenduser.
FoldersyncisnotavailablebutuserscansearchforcontentusingaGoogle-likeinterface.
Thereisnoofflineaccesstothearchivenoremailcontinuity(abilitytoswitchovertothearchivetoruntheliveemailsystem).
ArtecIT(EMA)ArtecITEMAandVSTORareprovidedasphysicalappliancesandarealsoofferedasamanagedservicegearedtowardstorageefficiencyscenarios.
Retentionpoliciescanbeassignedtoindividualdocuments,users,groups,andtheentirearchivebasedonindividualsettingsorautomatedprocesses.
Policiescanbedefinedgranularlybyusers,groupsorcontent.
Defaultretentionis"forever"unlessatimelimitisassignedtoautomatedormanualdeletion.
Retentionpolicycanbeextendedbutnotshortenedifsetinwriteonce,readmany(WORM)mode.
Searchdefinitionscanbeusedtotriggereventstocapturedata,andversioningofdataisalsosupported.
ArtecsupportsDepartmentofDefense(DoD)5015-compliantdeletion.
Supervisionisavailableonlyasapostprocess.
ThedatacapturedbytheEMAappliancesisstoredonstorageoftheusers'choicesuchasnetwork-attachedstorage(NAS)orstorageareanetwork(SAN)andcanbewrittentodevicessupportingWORMfunctionalityforSECRule17a-4compliance.
Cloudtargets,suchasAmazonS3,arealsosupported.
Artecsupportssingleinstancingfordatareduction.
Dataisnotcompressed,butitisencryptedwithAES-256encryption.
Typicalsearchstandards,suchasBooleanandproximitysearch,aresupportedaswellasspecializedsearcheslikewildcardsinquotesorsearchesforacertainlistofwords.
Thoughtheappliancesareeasytosetup,theadministrativeinterfacecouldbemoreintuitive.
ArtecITcustomershaveraisedconcernsaboutthespeedsofthedatabaseandtheneedtoperiodicallyrebuildthis.
ThishasbeenbuiltintotheserviceabilityareaoftheAdministrationCriticalCapability.
Artecsupportsthefollowingcontent:MicrosoftExchange,Office365,SharePoint,LyncPage8of44Gartner,Inc.
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cnDominoGoogleGmailSMTP,CIFSandNFSfilesystemsVoice(includingrecordingofphonecalls)PrintstreamScanneddataSomeSAPcontentsuchasreports,invoicesandordersArtece-discoveryisstraightforward.
Theuserinterfaceandthereviewinterfaceareoneandthesame,exceptreviewersonlyseeasubsetofdata.
Subsetsofdatacanbeassignedbyusingsavedsearchesasasearchrestrictionforreviewers.
Artecprovidesextensivereviewandflagcapabilitiesforreviewingandaddingrelevantinformation,butdoesnotsupportredactioncapabilitiesasofnow.
Litigationholdisavailablefortheentirearchiveorasgranularasasingledocument.
Assigninglegalholdcanbedonemanuallyorautomaticallybasedonindividualsearchcriteria,anddatacanbeexportedaslistsordocuments.
Artecoffersanadditionalserviceforcreatingloadfilefore-discoverysolutionslikeSummation,Concordance,Relativityandothere-discoveryvendorsbasedonexporteddataoutofEMA.
Userscandraganddropemailintoapublicfolder,distributedfolderordedicatedfolderstructureforretention.
Similarlyfiles,printandvoicedatacanbedraggedintodesignatedretentionfolders.
ArtecEMAhasafoldersyncoptiontomatchtheliveemailstructurewiththearchivestructure.
Artecoffersofflineaccesstothearchivebuthasnoemailcontinuityservice.
Barracuda(MessageArchiver,ArchiveOne)BarracudaMessageArchiverisanapplianceandscalesto66terabytes(TB)ofstoragecapacityand20,000usersperappliance.
ItisgearedtowardtheComplianceandOperationalEfficiencyUseCases.
In2014,BarracudaNetworksacquiredC2CtoenhanceitsarchiveofferingandnowoffersBarracudaArchiveOneason-premisessoftware.
MessageArchiverismarketedasalow-cost,pragmaticarchivingsolutionwhereasArchiveOneispositionedfororganizationsneedingextendede-discovery,retentionmanagementandmanagementofdatainsideandoutsideofthearchive.
ArchiveOnehassolidretentionpoliciesandoffersanadvancedPSTmanagementtoolset.
BarracudadoesnotofferprereviewbutincludesrandomsamplingandpostreviewforcompliancesupervisionwithinArchiveOne.
Barracudaarchivingproductsdonotofferblock-leveldeduplication,butdooffersingle-instancestorageandcompression.
TheMessageArchiverappliancedoesnotofferencryption,butitisavailableinArchiveOne.
ArchiveOneofferssupportforWORMstorage,whereasMessageArchiverdoesnot.
BarracudadoesnotofferafullSaaSsolutionforeitherproduct.
SearchspeedhasbeennotedasanissueinGartner,Inc.
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cntheproducts.
BarracudaofferstypicalsearchfeaturessuchasBooleanandproximitysearches.
Auditorrolehasaccessonlytotherelevantpartsoftheconsole:searchemail,exportandapplylegalholds.
Retentionpoliciesincludecontent,author,andtimebased,andadditionallysavedsearchescanhaveretentionpoliciesappliedtothem.
BothMessageArchiverandArchiveOneprovidecomprehensivereportingcapabilities,includingauditlogs.
Neitherproductprovidesintegrationwithrecordsmanagementorcontentmanagementtools.
BarracudasupportsthefollowingcontentforMessageArchiver:MicrosoftExchange,Office365,WindowsfilesharesDominoGoogleAppsforWork,GmailSMTPBarracudaCopyInstantmessageandsocialmediasupport(inconjunctionwithBarracudaIMFirewallandWebFilter)SupportedcontentforArchiveOneincludes:MicrosoftExchange,Office365,Lync,Windowsfileshares,SharePointMessageArchivere-discoveryisbasedonsavedsearchesonlythatcanbeplacedonlitigationhold,whereasArchiveOneoffersamuchmorecomprehensivesetofe-discoveryfeatures,includingin-placeholdinthearchiveorintheproductionmailboxes,calendarsandPSTfiles.
CasemanagementismuchstrongerinArchiveOnethaninMessageArchiver.
Bothproductsofferrolebasedaccesstothedata.
ArchiveOneofferse-discoverycapabilitiesbuiltintotheproductandalsoavailableasaseparatemodule,AdvancedDiscovery,fornon-ITprofessionals.
DatacanbeexportedusingZIPfilesorinPSTformat.
ArchiveOnecustomerscandraganddropemailsorotherfilesintodesignatedfoldersthataremanagedviapolicyautomation.
InadditionArchiveOnecustomerscantagcontentwithselectedmetadataandthosefiles/emailscanbearchivedaccordingtothetag.
ArchiveOneallowsfordatatobearchivedwithorwithoutstubs.
MessageArchiveruserscanutilizetheOutlookadd-ontoselectmessagesorattachmentstobearchived.
EmaildatacanbesyncedtomatchOutlookfolders,andaGoogle-likesearchtoolisalsoavailable.
MessageArchiversupportsnativeiOSandAndroidformobileaccess,whereasaccesstoArchiveOneisthroughanHTMLbrowser.
Barracudasupportsofflineaccessbutnotemailcontinuity.
Bloomberg(Vault)BloombergVaultisofferedexclusivelyasSaaS.
LeveragingBloomberg'sglobaldatacenterinfrastructure.
BloombergVaultincludesflexibleretentionmanagementthatcanbedefinedbyanauthorizedadministratoronaper-user,per-grouporcompanywidebasis.
ThisissetbythecustomerintheBloombergVaultAdministrationTool.
ClientscanmanagetheretentionpoliciesandPage10of44Gartner,Inc.
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cnlegalholdsappliedtodatathroughoutthedatalifecycle.
BloombergalsooffersadatasovereigntysolutionwithLocalVaultthatoffersin-regiondatastorage.
BloombergVaultprovidesaconsolidatedarchiveandsinglepointofaccesstosearchallingesteddata.
TheserviceiscapableofingestingmigrateddatafromlegacyplatformsandsynchronizingActiveDirectory/LightweightDirectoryAccessProtocol(AD/LDAP)userdirectoriesintothesystem.
TheserviceincludesTrustedVault,tomanageend-to-endcompliancereconciliationforingesteddatasources.
Alldataisstoredinacommonrepository(perclient)withreview,searchanddataexport.
Bloombergperformsdeduplicationatthestorage-blockleveltoachievereductionacrossallarchivedcontent.
Compressionisnotcurrentlysupported.
Vaultrecursivelyindexesallattachmentfileswithover400attachmentfiletypessupported.
In2014,BloombergVaultlaunchedanewFileAnalyticshybridcloudofferingthatscansdocumentsandfiles(filesharesviaNFS/CIFS)assistinginthearchivingprocess.
Supportedcontenttypesinclude:MicrosoftExchange,Office365,YammerLotusNotesSMTPemailBloombergIMIM(AIM,Lync,Yahoo)SMSP2P(BlackBerryEnterpriseServer,forexample)SalesforceChatterVoicerecordingStructureddata(usuallyinthecaseoftradingdataforDoddFrankcompliance)BloombergVaultfocusesontheinformationgovernance,surveillance,tradereconstruction,andtheearlycaseassessment,collection,andfirstpassreviewworkflowsassociatedwithe-discovery.
Thisisincludedaspartofthecoreproductoffering.
Oneormorelegalholdscanbeappliedtousersinthesystem.
Supportforobject-levellegalhold,suchasputtinganentiresearchresultsetonhold,isnotcurrentlyavailable.
Vaultprovidesdrag-and-dropfeaturesforend-user-definedretention.
UseraccesstoVaultisprovidedthroughthePersonalVaultWebinterface.
Bloombergdoesnotprovidefoldersync,anddataissearchedforandretrievedthroughaGoogle-typesearchinterface.
Thereisnonativemobilesupport—usersneedtoaccessdatathroughabrowseronamobiledevice.
Noemailcontinuityorofflineaccessisavailable.
TheBloombergVaultWebinterfaceandPersonalVaultend-userWebGartner,Inc.
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cnappsareaccessiblefrommostsmartphonebrowsersandenduserscansearchformessagesthatarecurrentlyintheirmailboxaswellaswellasthosethatareexpired,deletedorarchived.
CommVault(Simpana)CommVaultSimpanaisofferedasanon-premisessolutionthoughtheproductisoftenofferedbymanagementserviceproviders(MSP)asacloudsolution.
DataiscollectedthroughSimpana'sOnePasstechnologyasthesystemscansthesourcesonceforbothbackupandarchivingpurposes.
CommVault'sarchivingisoftenovershadowedbyitsbackuptechnologyandmanyCommVaultcustomersdonotevenrealizearchivingisavailable.
CommVaultoffersemailsupervision,onapostprocessingbasis,butitisararelyusedoption.
Policiesarecreatedusingthreemethods:collection,schedulingandstorage.
Contentcollectionprovidesgranularrulesthatinclude,size,age,quotas,andaccess,modifiedorcreatedtimes:stubbingrulesifapplicableincludepruning(removingofstubs)ordata-retentionmodificationbasedonend-useractions.
Schedulingpoliciesprovidetimesanddatestobedefinedalongwithcollectiontype,incremental,fullorsyntheticfull.
Storagepoliciesdefinewherethedatawillbekept,copymanagement,retentionmanagement,tiering,deduplication,compressionand/orencryption.
Customerscanscaletheirarchivingenvironmentaddingmoremediaagentsand/orstorage.
Block-basedsource(client)andtarget(storagedevicetarget)deduplicationaresupportedaswellassoftware-basedencryptionandcompression.
Simpanadoesnotintegratewithanythird-partyenterprisecontentorrecordsmanagementtools.
Simpanaprovidesasinglerepositorythatcanarchivedatafrom:MicrosoftExchange,SharePointDominoCIFSandNFSfilesMacOSFileSyncandShareOracleDatabaseSimpanacontainsgoode-discoveryfeatures—includinglegalhold—thatextendbeyondfilesandemailstocaptureandpreserveanycontentfromclientdevicesandlaptops.
Legalholdsandcasescanbecreatedbycustodian,datasource,orfilepermissions.
CommVaultsupportsevent-drivenarchivingpolicies.
SimpanaprovidesversioningthroughContentStore.
Userscanrightmouseclickordraganddropemailforretention,implementedviaExchangeretentiontags.
AccesstothedataisthroughaWebbrowserorthroughCommVaultContentStoreEmail(CSMail).
Page12of44Gartner,Inc.
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cnCSMailisintegratedintoOutlookandprovidesfoldersync.
MobiledeviceaccessisavailablethroughaWebbrowserforemailandothercontenttype.
Offlinesupportisavailablebutthereisnosupportforemailcontinuity.
EMC(SourceOne)EMCSourceOneissoldeitherasastand-alonepackageorasanoptionintheEMCDataProtectionSuite.
ItissoldprimarilytoaddresstheOperationalEfficiencyUseCase.
Untilrecently,SourceOnehasbeenanon-premisesonlyoffering,butin3Q14aSaaSofferingwasrolledouttoalimitednumberofcustomers.
Targetedcontentisplacedinfoldersaccordingtopredeterminedpoliciesandcanbestoredinmultipleretentionfolders.
Event-basedarchivingisnotsupported.
Multipleholdsaremanagedbyplacingdataintomultiplefolders.
SourceOneincludesanauto-crawlfeaturethatwillidentifyPSTsonthenetworkandingestthemintothearchive.
Supervisionfunctionalityisavailableusingrandomsamplingandemailpostprocessbutdoesnotsupportpreprocess.
TheSourceOneplatformisbuiltonageneralizedobjectmodelallowingemail,SharePointandfiledatatoresideinthesamerepository.
EMCprovidesmultiplehigh-availabilityoptionsforSourceOne.
Singleinstancing(datareduction)isdoneatthearchivefolderlevel.
SourceOneincludescompressionbut,whenusedwithEMCDataDomainstoragedevicesasthetargetstorage,EMCrecommendsusingthemoreadvancedDataDomaindeduplicationcapabilities.
EncryptioninflightisachievedthroughstandardSSLnetworkingtechnologiesandSourceOnereliesontheunderlyingOS/storageinfrastructurefortheencryptionofdataatrest.
DuetomultipleEMCproductsutilizedforarchiving,administrationhasbeenanissuewithcertainemailandfilearchivingscenarios.
WORMcompliancereliesontheunderlyingstoragehardware.
Searchandretrievalperformanceisareportedissue,specificallywhenusingDataDomainastheback-endstorage.
SearchqueriesarecreatedthroughaWeb-basedsearchinterfaceandmostsearchparametersareavailable(Booleanandproximity,forexample).
SourceOne'seaseofadministrationandreporting,includingauditing,havebeenscoredhighlybycustomers.
SourceOneEmailManagementcanbepairedwithDocumentumRecordsManager,allowingaccesstoaDoD5015.
2V3-certifiedrecordsmanagementsystem.
Integrationwithotherrecordsmanagementsystemsisalsoavailable.
EMCsupports:MicrosoftExchange,Office365,Windowsfilesystems,SharePointDominoSMTPIntegrationwithstructureddataarchivingsystemsSourceOneDiscoveryManagerprovidesbasicleft-handEDRMcapabilitiesforallcontentstoredinthearchive.
In-placeindexingoffilesisnowsupportedandaccessibletoDiscoveryManagerwithoutbeingarchived.
Basiccasemanagement,tagging,andlegalsearchareincludedinSourceOne.
Datacanbeexportedinnative,PST,NSF,EDRMXMLandCSVformats.
Gartner,Inc.
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cnAdministratorssetupfoldersforenduserstodraganddropemailandfilesinto.
Archiveddatacanberetainedintheoriginallocationorstubbedforuseraccess.
Not-stubbeddataisavailablethroughSourceOneWebSearchandOutlookWebAccess(OWA).
Foldersarenotsynchronizedandaccesstothearchiveisthroughthesearchinterface.
Noemailcontinuityisavailable;however,anofflineaccessclientprovidesuseraccesstopreviously-accessed,archivedmessageslocally.
GlobalRelay(Archive)GlobalRelayArchiveisaSaaSarchivesolutionthatplacesanemphasisoncompliance-orientedusesinregulatedindustrieslikefinancialservices.
Theproductsupportsarchivingforemail,socialmedia,MicrosoftSharePoint,SMStextinstantmessagesandvoicemessages.
GlobalRelayArchivedoesnotprovidesupportforfilearchiving.
Retentionpoliciesforallarchivedmessagetypesaredeterminedbyeachcustomer'sownrecord-retentionschedulesandcanvaryfromthreetomorethan10years.
GlobalRelayArchivecanalsoretaindataindefinitely(aslongasanorganizationremainsapayingcustomer).
Organizationscanimplementdifferentretentiontermsfordifferentcountries,departmentsorlinesofbusinessamongothers,andasneeded.
AuthorizedcustomerusershavefullcontroloverPolicyManagementthroughoutthedatalifecycle.
Retentiontermscanbeextendedasnecessary(forlegalholds,changesincorporatepolicy,forexample).
Archiveddataisneverdeletedwithoutwrittenauthorizationfromacustomer'sauthorizedsignatoryorappointedadministrator.
GlobalRelayArchivereceiveshighmarksfromcustomersonscalabilitywiththeabilitytoimportmillionsofmessagesperday.
Customersshouldensuretheynegotiateforoptimalpricingforextractionofdata.
GlobalRelayArchive'sentiresystemarchitectureisfullyredundantprovidingresilience.
Compliancesupervisionisavailableonbothapreprocess,andapostprocessbasis,aswellasrandomsampling.
Italsoincludesarolereferredtoasthe"GhostReviewer"designedforauditorsandregulators(whichallowsforauditingwithoutatrail).
Messagesarecompressedanddeduplicated.
GlobalRelayArchivededuplicatesmessagesandattachmentsviahashalgorithmsandmessageIDs,replacingduplicatemessageswithapointer.
Allcontenttypesarestoredinaunifiedrepositorywithfederatedsearchcapabilities.
GlobalRelayArchiveusesUnicodeindexingtosupportlocalizationforsearchandretrievalineightlanguages,includingdouble-bytecharacters.
Itclassifiesallarchiveddataas"HighlySensitiveandConfidential"andusesend-to-endencryption.
DataintransitisencryptedviaTLS/SSL.
EncryptionofarchiveddataatrestusesbothAES-256andRSAencryptionalgorithms.
GlobalRelayArchivesupports:MicrosoftExchange,Office365,SharePoint,Lync,YammerDominoGoogleGmailGoogleTalkGroupWisePage14of44Gartner,Inc.
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cnSMTPPublicIMBloombergIMThomsonReutersLinkedInTwitterICEPivotFactSetSMSBlackBerryPin-to-PinVoicecalllogsSalesforceChatterGlobalRelayArchiveoffersextensivee-discoverywithsupportforaWeb-basedlegalreviewerinterface,buttheofferingwouldbeimprovedifadministratorscouldperformcomplexextractionswithoutassistance.
Thee-discoveryfeaturesincludeadvancedsearch,legalhold,andcasemanagementtailoredforhighlyregulatedandlitigiousorganizations.
Administrationisastrongpointwithnumerousreportingoptions,includingonarchivereconciliation,supervisionandsearchperformance.
SupportforvariousrolesisanotherstrongpointwithdifferentUIswithspecificfunctionalityforeachrole(admin,reviewer,superreviewer,ghostreviewer,e-discovery,standarduser,andinfosec).
GlobalRelayArchive'sRoleManagerandgranularaccessrightsmaketheseroleshighlycustomizable.
Thesystemcanbeconfiguredinnumerouswaysforaccessrightsandprivilegesandcorrespondingaudittrailsandlogs.
NoncompliancedesignateduserscanselectlongerretentionschedulesthroughtheUI.
AccessforendusersforallcontenttypesisthroughWebinterfacesearch,Outlookplug-in,andmobileappsforiPhone,iPad,BlackBerryandAndroid.
Nofoldersyncisavailable.
GlobalRelayArchivedoesprovideemailcontinuity.
Google(Vault)GoogleVaultisavailableasaSaaSofferingprimarilyusedintheOperationalEfficiencyandE-DiscoveryUseCases.
GoogleVault'semailretentionpoliciesandlegalholdscanbesetfortheentiredomainorbyorganizationalunits,andcanadditionallyberefinedbysearchtermssupportedbyGoogleGmail,includingsentdata,message,contentandsubject.
Retainedandpreservedemailsaremanaged"inplace"ineachindividual'smailbox.
MostoftheretentionfunctionsandGartner,Inc.
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cnadministrationaregearedmoretoITadministratorsthantocomplianceorlegaladministratorsasmoste-discoveryrequestsgothroughIT.
Role-basedpoliciesarelimitedtoorganizationalunitandnotatanindividualmailboxlevel.
NosupervisioncapabilitiesareavailableinGoogleVault.
Contentisavailableforthelengthoftheretentionperiod,atwhichpointemailisdeletedfromtheinboxandisnolongeravailabletotheendusertoview,unlesslegalholdisinplace.
Event-basedretentionisnotsupported.
GoogledoesnotsupportintegrationwithrecordsmanagementorECMsystems.
GoogleVaultdoesnotsupportcompressionordeduplicationbutisnotcriticalduetoitsWeb-scalearchitecture.
Vaultdataisimmutable.
Asistobeexpected,GoogleVaultofferssolidsearchcapabilitiesforGmailandGoogleDrive.
However,searchfromVaultforGoogleDriveandGoogleAppsforWorkdataisstillaworkinprogress.
GoogleVaultsupportsthefollowingcontent:GoogleGmail,on-the-recordChats,HangoutsMicrosoftExchangeDomino(butonlyasgrandfatheredinfromPostini—Google'spriorarchivingapplication)GoogleVaultcansearchGoogleDriveandAppsforWorkdatabutcannotarchiveit.
UserscanviewdocsinVaultfore-discoverybutcannotmark,tag,annotateorredactthem.
Targetedlitigationholdsarenowsupportedforcontentsuchasindividualmessagesoron-the-recordchats.
Theseholdscanbemanagedbackwardorforwarddependingondefinitions.
Forusers,legalholdsaresetbytypingemailaddressseparatedbycommas—nogroupselectionisavailable.
Simplisticcasemanagementisavailable.
Googlehasnostrategice-discoverypartners.
EmailsareexportedinMBOXformat,GoogleDocsfilesareconvertedtotheircorrespondingMicrosoftOfficeformats,andotherDrivefilesareexportedintheirnativeformat.
Aslongasthecontentresidesintheusers'Gmailmailbox,usershavefullaccessandnativeuserexperience.
Oncemessageshavebeendeletedfromamailbox,theusershavenomoreaccesstothedata,thoughitisstillavailabletotheVaultadministrator.
ThisistheprimaryreasonforsuchalowratingontheEnd-UserArchivingandAccessUseCase(thoughend-userarchivingisontheroadmap).
Googlehasrobusthighavailabilitysocontinuityisnotanissue.
GWAVA(Retain)GWAVARetainisofferedaseitheraSaaSoron-premisessolutionintheU.
S.
OutsidetheU.
S.
,itiscurrentlyofferedasanon-premisesserviceorhostedviaGWAVApartners.
GWAVARetainisapolicy-basedarchivingsolutionthatcanbeappliedtodataatthepointofarchiving.
Thesepoliciescanbeappliedtoindividualusersorglobally.
GWAVARetaindoesnotprovideevent-drivenarchiving.
ComplianceandOperationalEfficiencyaretheprimaryusecases.
Allpoliciesareauditedforsecuritypurposesandcomprehensiveauditlogsarekeptforallactionsinarchive.
Itoffersinformationlifecyclemanagement(ILM)throughabuilt-indeletionmanagementsystemthatcanbeautomatedbasedonpolicies.
RetaindoesnotofferPage16of44Gartner,Inc.
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cnsupervisioncapabilitiesbutdoeshaverole-basedaccessandadministration.
Itprovideshighavailabilityandfailoverforitsindexingenginebyusingclusteredindexing.
FullhighavailabilityandfailoverforallRetaincomponentsisplannedfor2015.
SISacrossmessagesandattachmentsisoffered;however,block-leveldeduplicationisnot.
WORMcomplianceissupportedthroughproprietarystorage,EMCCenteraorNetAppSnapLockWORM.
Bothcompressionandencryptionaresupported.
Fororganizationswheresearchingisapriority,additionalhigh-performanceindexingserverscanbeaddedtothesystemtoincreasesearchspeed.
RetainsupportsBoolean,faceted,regularexpressionandsuggestionsearchingcapabilities.
Retain'sReportingandMonitoringmoduleprovidesreportingonauditing,archivejobstatus,archivestoragestatus,indexstatus,generalserverstatisticsandmore.
Currently,RetaindoesnotintegratewithRMorECMsystems;however,itdoesofferaRESTAPI,whichcanbeusedforintegrationwithexternalsystemsandsolutions.
GWAVARetainsupports:MicrosoftExchange,Lync,Office365,YammerGoogleTalk,GmailGroupWiseSMS(iOS,AndroidandBlackBerry)MMSCalllogsBBMBBMGroupsPIN-to-PINFacebookTwitterLinkedInAOLIMYahooIMThelegaluserinterfaceprovidestypicalleft-handEDRMfeatures,includinglegalholds,taggingandlegalsearch.
Retainalsooffersaredactionfeatureviaanexternalpublishingclient.
ThePublisherhastheabilitytoextractdatafromRetaininaportableformatwhereitcanbesearched,redactedandexportedtoPDForPST.
GWAVAintroduceditsBushnelltechnologyin2014that,amongotherthings,allowssearchingacrosscontenttypes,includingoutsideofthearchivesuchasfileshares,andWebsearchengines.
Gartner,Inc.
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cnEnd-user-directedarchivingisachievedbyeitherdragginganemailtoaspecificfolder(orsetoffolders)orassigningacategorytorelevantmessages.
Retainhasplug-insforGroupWiseandOutlook.
TheGroupWiseplug-inhassinglesign-oncapabilitieswhiletheOutlookplug-inhasnativeintegrationthatallowsuserstosearchanddownloadcontentbasedoncriteria.
UsersarepreventedfromdragginganddroppingdatabetweenthemailboxandarchiveareainOutlook.
Thereisongoing,one-wayfoldersyncforOutlookallowingforaccesstothearchivewhileoffline.
Retainreplicatesthemailboxfolderstructure,givingtheuserasimilarviewinthearchiveastheywouldhaveintheirmailbox.
SearchisdonethroughaGoogle-typeinterface.
Therearenonativeappsformobileaccesstoarchive.
HP(ConsolidatedArchive)HPprovidesbothon-premisesandSaaS-basedenterpriseinformationarchivingsolutionswithHPConsolidatedArchive(HPCA)andDigitalSaferespectively.
UseCasescoverCompliance,OperationalEfficiencyandE-Discovery.
RetentionpoliciescanbecreatedtomanagedatabasedonActiveDirectory(AD)groups,folders,andusers.
Retentioncanbesetbasedonanyofthesecharacteristicsand,whenexpirationofretentionoccurs,actionswillbetakenonthedataaccordingtotheretentionpolicy.
Filescanbearchivedbasedonmetadata,sizethresholdsandfilecontent.
HPincorporatesitsenterprisesearchengine(Idol)whichprovidesgovernanceoverstructuredandunstructureddataandprovideskeyword,proximityandfull-conceptsearch.
Thearchivesupportsstorageandretrievalofmultibyte/Unicodedatatypes,enablingsupportforover150languages.
Emailsupervisionisprovidedforbothon-premisesandcloudsolutions,whereDigitalSafeofferspostreviewandHPCAsupportsprereviewandpostreviewprocessing.
HPCAarchitecturescalestosupportlargeenvironmentsanddatavolumesviaexpansionofserverresourcesandinlargeenvironmentstheinfrastructurewillexpandwiththeadditionalCPUsrequiredtoreachneededindexingspeeds.
DigitalSafescalescloudresourcesondemandtomeetarchivingande-discoveryrequirements.
HPCAandDigitalSafesupportsdeduplication,single-instancestoreandcompression.
TheHParchivingproductlineofferssupportfor:MicrosoftExchange,Office365,SharePointSMTPSocialmediaSupportforWeb,instantmessaging,video,andfileswithfilesharearchivingforWindows,UnixandLinuxareparticularlystrong.
E-discoverysupportincludesfirstlevelreview,cullingandpreservationholdandexportarenativelysupported.
DeeperreviewcapabilitiesareprovidedintheHPe-discoveryplatform.
Afullnotificationworkflowisavailabletoassistorganizationsinnotificationandcollectionofcontent.
Allactionstakeninthesystemareaudited.
Searches,exports,andpurgesarealltrackedandlogged.
HPCAandDigitalSafesupportExchangedelegatesandcomplianceande-discoverycomponentssupportgranularrolesforaccessandpermissions.
Forprojectsrequiringlegalhold,suchasduringaudit,Page18of44Gartner,Inc.
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cninvestigationorlitigation,bothproductscansupportmultiplepreservationsonobjectsstoredinthearchive.
HPCAprovidesuserswithadrag-and-dropfeatureforself-directedarchiving.
HPCAenablesaccesstothearchivethroughstubsorHPCA-Mail,whileDigitalSafeprovidesaccessviaDSmail.
Foldersyncissupportedandalsoincludesaseparatesearch-basedinterface.
HPCAandDigitalSafebothoffermobile-device-awareaccessthroughaWebbrowserwithanHTML5interface.
Offlineaccessisalsoavailablebutwithoutemailcontinuity.
IBM(ContentCollector)IBMContentCollectorisanon-premisessolutionthatusesIBMFileNetP8andIBMContentManager8repositories.
Thesolutionsupportsrobustretentionpolicies,customerswithcomplexenvironmentsandsupportstheCompliance,OperationalEfficiencyandE-DiscoveryUseCases.
ContentCollectorisoftensoldinconjunctionwithintegratedIBMofferings,includingGlobalRetentionPolicyandScheduleManagement,EnterpriseRecords,ContentClassification,andotherofferingsthatmayentailadditionalinfrastructurewhiledeliveringextendedfunctionality.
Thougharecentpartnership,IBMnowoffersCAEmailControlfortheEnterpriseforsupervision.
IBMhascomprehensiverolemanagement,includingassigningdelegatesormarkingitemsasprivate.
IBMcustomerscanuseeithertheFileNetP8orContentManager8repositoriestoaddressmultiplecontenttypes.
Asthesystemscales,sodoesthenumberofrequiredservers.
ForbothContentCollectorrepositoriessupportdatadeduplication.
CompressionandencryptionarebothsupportedwithContentCollector.
Fulltextsearchcanbescaledupanddownaccordingtothenumberofserversassigned.
Bothsimpletemplate-drivenandadvancedquery-buildingsearchesaresupported,includingBoolean,proximity,samesentencesearch,fuzzysearch,stemming,synonymsanddictionaries.
IBMsupportsabroadrangeofWORM-compliantstoragedevices.
ContentCollectorcanbeconfiguredtoarchiveonsearchcriteriaorcontext-sensitivedataasassignedthroughIBMContentClassification.
Fullarchivehealthandauditlogreportingisavailable.
IBMsupportsIBMEnterpriseRecordswhichisDoD5015.
12certified,andalsosupportsECMintegrationthroughFileNet.
IBMContentCollectorSupports:MicrosoftExchange,Office365,WindowsfilesharesDominoGoogleGmailSMTPUnixandMacOSfilesharesIBMConnectionsanddatabasedata.
Gartner,Inc.
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cnIBMsupportslegalholdinsideandoutsideofarchive.
Mostleft-handsideEDRMmodelfunctionsaresupportedbyIBMproducts.
ThevendoralsohavepartnershipswithkCuraRelativity,LexisNexis,Concordance,AccessData,SummationandFTIRingtail.
Tagging,includingcustomtaggingfields,issupported.
UsingIBMStoredIQSuite,customerscanextendarchivingfunctionalityandhelporganizationsmakemoreinformeddecisionsbyprovidingin-depthassessmentsofunstructureddataacrossmorethan75datasources.
Datacanbeexportedasnative,PDF,PST,EDRMXML,andvariouse-discoverysolutionformats.
Userscanapplyretentionfromadrop-downmenuandalsoaddadditionalmetadata.
Accesstofilesisthroughstub,hyperlinkorsearch.
SearchforemailisdonethroughasearchinterfacebuiltintoOutlookandNoteswhichalsoallowsaunifiedsearchacrossactiveandarchivedcontent.
Foldersyncisnotsupported.
MobiledeviceaccesstothedataissupportedthroughiNotesandOWA.
IBMdoesnotsupportemailcontinuity.
MessageSolution(EnterpriseArchive)MessageSolutionEnterpriseArchiveisofferedasanon-premisessolution,asaSaaSsolutiondirectlyfromMessageSolution,orMSPs.
Theproductenablespoliciesatdepartmental,userandmailboxfolderlevel.
UsecasescenteraroundComplianceandE-Discovery.
AutomatedILMisbuiltintothesystemwithautomaticdeletionpolicies.
Role-basedaccessisflexiblewithmanyrolesabletobedefined.
Preprocess,randomsamplingandpostreviewsupervisionisavailablewiththeabilityofsupervisor.
Itprovidesacommonrepositoryforemail,fileandSharePointdata.
TherepositorysupportsSISandcompression.
AES-256encryptionisemployed.
Dataisautomaticallyreplicatedforhighavailability.
MessageSolutionEnterpriseArchivesupportsavarietyofsearchcapabilitiesincludingBoolean,facet,proximity,fuzzy,wildcard,regularexpressionandfederatedsearchacrossarchivingservers.
Reportingdisplayscompletenessofarchivingprocessandfullaudittrail.
TheproductisintegratedwithIBMFileNetandLaserficheforrecordsmanagement.
ThesystemscalabilityisquestionableandMEAdoesnothavebuiltinWORMcapabilities.
MessageSolutionEnterpriseArchivesupports:MicrosoftExchange,Office,Windowsfiles,SharePoint,LyncDominoGoogleGmailSMTPMacOSIBMSametimePublicIMFacebookPage20of44Gartner,Inc.
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cnTwitterLinkedInE-discoveryisofferedasanoptionwithversion5.
0andabove.
Basiclegalholdisavailable,butthee-discoverymoduleisrequiredformoregranularcontrol(thoughthereisminimalattachrateofthee-discoverymodule).
TheWeb-basedinterfaceenableslegalreviewerstosearch,tag,annotate,exportandprint.
Casemanagementrequiresthee-discoverymodule.
E-discoverycanindexandsearchonPST,NSF,andotheremailtypesresidingoutsidethearchive.
DatacanbeexportedasEML,PDF,PSTandNSFformats.
Userscandraganddropdataintofoldersforbothemailandfiles.
DatacanalsobedraggedanddroppedtoandfromSharePoint.
Accesstoarchiveddataisthroughattachmentstubsonclientintegrationplug-in,and/orfolder-linkthroughclient.
ThesearchconsoleisWeb-based,andthereisaplug-inforfiles.
MessageSolutionEnterpriseArchiveprovidesfoldersyncaswellasaGoogle-typesearchexperience.
Emailcontinuityisavailable,andofflineaccessisavailablethroughadirectclient-integrationplug-in.
Metalogix(ArchiveManager)MetalogixArchiveManagerisanon-premisessolution(noSaaSsolutionisavailable)thatcanhavegranularretentionpoliciessetupagainstactivedirectoryusers,groupsandfolders.
Hierarchicalstoragemanagementmanagessingle-instancetrackingandtieredstorage,includingacloudoption,throughcontentlifecycle.
TheprimaryusecaseisOperationalEfficiency.
Event-basedarchivingisnotavailable.
MetalogixisMicrosoft-centric.
Supervisionislimitedtopostprocesssearches.
ArchiveManagerprovidesSISacrossExchange,filesandSharePointdata.
CompressionandAES-256encryptionareincluded.
MetalogixsupportsCentera,NetAppSnapLockandotherhardwareoptionsforWORMcompliance.
MetalogixisusedbyMSPsandhasmultitenancycapabilities.
ArchiveManagersearchspeedswereratedlowbycustomersthoughBoolean,fulltextsearchandmetadatasearcharesupported.
Multilevelrole-basedaccessissupportedincludingprivilegedusers.
ReplicationisavailablethroughMetalogixorthroughthehardwareitsitson.
IntegrationwithRMandECMsystemsismadethroughAPIs,anddatacanbeeitherpushedorpulledfromavarietyofsystemsincluding,IBMFileNet,EMCDocumentumandOpenText.
AuditingisavailableasafeatureofArchiveManagerExchangeEdition.
MetalogixArchiveManagersupports:MicrosoftExchange,Office365,SharePoint,LyncSMTPCIFSandNFSsharesMacOSGartner,Inc.
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cnStandarde-discoveryfunctionalityisincludedwithArchiveManagerwithadditionalsearchtoolsavailablethroughAPIsforIntrafindandDigitalWarRoom.
Holdscanbeplacedonobjects,messages,mailboxesorusers.
ThelegalUIisWeb-based.
Multipleholdscanbeappliedincludingfromsearches—whichcanbestoredandrefinedinthecasemanagementtool.
DatacanbeexportedtoPST,localdisk,mailbox,Exchange,SharePointorfilestorage.
User-definedarchivingisaccomplishedthroughanadd-inbuttonontheOutlookribbon,orrightmouseclick.
Draganddropisalsosupported.
UseraccesstothearchiveisthroughOWAorOutlookplug-in.
Foldersyncandsearchinterfaceisavailableforretrieval.
Instantarchivebackupisavailablethatcanbeusedasaformofemailcontinuity.
Microsoft(ExchangeArchiving)MicrosoftExchangeArchivingismanagedinplace,whichisamajordifferencethatseparatesitfromthird-partyarchivingsolutions.
Toachievearchiving,Microsoftsimplymovesdataintoanarchivemailboxandtheexactsamecontrolsastheprimarymailboxapplytobothmailboxes,suchasin-placehold,litigationhold,etc.
InessencethearchivemailboxaddressestheStorageEfficiencyUseCaseasthearchivemailboxescanbemovedtolessexpensivestorage.
Exchangeon-premisesrequiresenterpriseclientaccesslicenses(ECALs),andOffice365requiresatleastplan2orE2CALtoutilizein-placeholdorlitigationhold—whichishowcomplianceismetwiththeproduct.
Microsoftsuppliesin-flightdatalossprevention(DLP)butdoesnotsupportpre-,post-orrandomsamplingreviewforsupervision.
Office365doesnotsupportencryptionorWORMcomplianceandhighavailabilityisnotontheroadmap.
Archivingislimitedtotwoconcurrentsearchand10,000concurrentmailboxes.
Theadministrationinterfaceisthesameastheend-userinterfaceandreceivesmixedreviewsfromComplianceusers.
MicrosoftsupportsonlyMicrosoftcontentsuchasExchange,Lync,WindowsfilesharesandSharePoint.
E-Discoveryisweak,lackingtheabilitytotagsearches,forexample,butmultipleholdsaresupported.
DatacanbeexportedasPSTfiles.
MicrosoftscoreshighestinEnd-UserArchivingduetoitstrulynativeinterface.
Itallowsuserstorightmouseclicktoselectretentionpolicies,ordraganddrop.
Thedataisalsoheldinplacewithpoliciesandholdsappliedwithoutaffectingthenativeuserexperience.
On-premisesExchangearchivemailboxesarenotavailableofflinelikeofflinestoragetables(OSTs)forproductionmailboxes.
Mimecast(Archive)MimecastfocusesitsarchivingandUnifiedEmailManagement(UEM)heavilyaroundtheuserexperience.
TheproductisofferedasafullSaaSsolution.
MimecastsupportsmainlyMicrosoftExchangeandOffice365datawithjustafewinstancesofotheremail,files,SharePointandLyncdeployed.
MimecastArchiveofferscomprehensivepoliciesfordataretentionwiththeabilitytosetupglobalpoliciesforcaptureandalsoallowtheusertomanageretentionthroughMimecast-managedfolderswithinOutlook.
Dataisjournaledforcompliance,andtocaptureallinternalaswellPage22of44Gartner,Inc.
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cnasexternalemailwithfoldersregularlyqueriedtomatcharchivedfolderstoOutlookfoldersandsubsequentuserchanges.
Theproductsupportsfulldeduplication,compression,andSISandthedataisencryptedwithAES-256encryptioninflight,atrestandinuse.
ThedataisstoredintriplicateacrosstheMimecastdatacenters,withinasinglegeographydependingonthecustomer'slocationofchoice.
Mimecast'sUnifiedEmailmanagementextendsitsarchivingproductsetintoanintegratedsuiteofemailriskmanagementservices,includingemailsecurity,largefilesendingservicesandend-usermobileaccesstools.
MimecastArchivescoreshighmarksinspeedofindexingandrecentlyaddedaseven-secondSLAonallreturnedsearches.
Searchsupportsregularexpressions,naturallanguage,Boolean,proceduralandproximitysearchesaswellasrecursivesearchesintocurrentresults.
MimecastArchivesupportedcontentincludes:MicrosoftExchange,Office365,Windowsshares,SharePoint,LyncDominoGoogleGmailSMTPFullrole-basedaccesscontrolissupported.
Mimecast'se-discoveryfunctionsareeasytouse,butareusuallydonebyadmin,andresultsarepassedtolegalandcompliance.
ItalsopartnerswithRecommindfore-discoveryandNuixformigration.
Datacanbeexportedaszip,PST,andEDRMXLMformats.
TheproductoffersGoogle-likesearchandfull-foldersynchronizationinthearchiveaswellasemailcontinuityiftheprimaryExchangeserversfail.
OpenText(Archive)OpenTextArchiveprovidesanon-premisesEIAsolutionandhasaverycomprehensiveandgranularretentionmanagementstructure.
Policycanbeappliedinanumberofwayssuchasautomaticclassificationatthefolderlevel,orpoliciescanbeassignedtousers/groupsandausercanclassifyonsend/rightclickinthemailclientandselectanappropriatepolicyfortheemail(s)inquestion.
Inaddition,OpenTextsupportsstrongADintegrationformanagement.
OpenTextcanautomaticallydisposeofcontent,butcanassignanadditionallayerofreviewworkflowtoensuretheproperlevelofapprovalshavebeentakentodeletecontentfromtherepository.
OpenTextArchivealsointegrateswiththevendor'srecordsmanagementofferingsprovidingmorecontrolsandgranularityfordeclaringandmanagingformalrecords.
OpenTextdoesnotofferemailsupervision.
AlldatamanagedbyOpenTextisarchivedtothesameenterpriselibraryrepositoryasrecordsmanagement.
Forfilesharearchiving,onlyMicrosoftWindowsenvironmentsaresupported.
ScalingisachievedbyusingadditionalserversandRAM,creatingapotentiallylargeenvironment.
OpenTextsupportsSISacrossmultiplecontenttypes.
IndexingcanbedialedupanddownGartner,Inc.
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cnaccordingtothenumberofindexingserversadded.
OpenTextArchiveisstorage-agnosticandsupportsautomaticmigrationofcontentfromstoragetiersbasedonthestageofitslifecycle.
OpenTextprovidesarchivingfor:MicrosoftExchange,Windowsfiles,SharePointGoogleGmailDominoSMTPEnterprisescan/captureandfaxTextandSMSWebcontentSAPdataanddocumentsSupportforGoogleAppsforWorkisonthenear-termroadmap.
Coree-discovery-relatedfunctions(identification,collectionandpreservationofarchivedcontent)isprovidednativelybyOpenTextsoftware.
Advancede-discoverycapabilities,includingprocessingandanalysis,areprovidedbyOpenTextEarlyCaseAssessment,aseparateproduct.
Legalholdispartofthebaselineproduct.
Multiplelegalholdsmaybeappliedconcurrently,andfullauditingcapabilitiesareavailabletoenablereportingonthelitigationholdprocess.
OpenTextprovidesavarietyofdrag-and-dropandrightmouseclickfeaturesforemailfilesandSharePointforend-user-directedarchiving.
Accesstothearchiveddataforendusersisthroughstubbedfiles,Webbrowser,andOutlookandNotesplug-ins.
FoldersyncisavailableasisaGoogle-likesearchinterfaceforretrieval.
OpenTextdoesnotsupplynativemobilephoneaccesstoitsarchive,althoughitdoesprovideaccessthroughmobiledevicesthroughstubbingorthroughlinksembeddedinthestub.
OpenTextoffersemailcontinuitythroughOpenTextArchiveCenter,astand-aloneoffering.
Proofpoint(EnterpriseArchive)ProofpointEnterpriseArchiveisaSaaSarchivingplatform.
ItismostlyusedfortheComplianceUseCaseandisoftensoldinconjunctionwithProofpoint'sofferingforsecureemailgateways,DLP,emailencryptionandmailboxhosting.
EnterpriseArchivehassophisticatedpolicy-basedretentionwithclassifierssuchassender,recipient,type,content,andattachments.
Emailsarematchedagainstallpolicies,andthelongestretentionperiodisapplied.
Policiescanbeactivatedanddeactivatedwithinthesystem.
Proofpointsupportsmultiplelegalholdsforthesamecontent.
Datainthearchivecanbemadeavailableorhiddenfromviewaccordingtoroles.
Inaddition,datacanbeselectivelydisposed.
Proofpointsupportsfullsupervisionwithprereviewandpostreview,andincludesrandomsampling.
AllcontentcapturedbyProofpointcanhavesupervisionpoliciesappliedtoit.
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cnProofpointprovidesitsownDoubleBlindKeyArchitectureenablingallencryptionkeystoberetainedbythecustomeronthecustomer'ssite.
Thisrequireseitherahardwareorvirtualapplianceon-premisestodotheindexingbeforethedataissenttotheProofpointsite.
Allcontentisstoredinacommonrepository.
InfoTagclassifiersareusedtoisolatetheencrypteddataorcontenttypessothatdistinctpoliciesorfocusedsearchescanbeapplied.
Deduplicationofcontentoccursatthecustomersitebeforedataisencryptedandsenttotherepository.
DataisstoredtoatleasttwoProofpointsitesforredundancy.
ProofpointsupportWORMforSECRule17a-4compliance.
Proofpointsportsa20-secondguaranteeonallsearches.
ItsupportsBoolean,wildcardandproximity-basedsearches,and400differenttypesofattachmentscanbeindexedandsearched.
TheProofpointinterfaceisintuitiveandeasytouse.
ProofpointpartnerswithTitusLabstoaddclassification"InfoTags"thatcanbeusedforingestionintoRMsystems.
EnterpriseArchivedatacanbeexportedEDRMXMLsupportedECMsystems.
Proofpointreceivedhighmarksfromcustomersontheoveralladministrationexperience,uptimeandexportofdata.
ThiswasreflectedintheserviceabilitysectionoftheAdministrationCriticalCapability.
ProofpointEnterpriseArchivesupports:MicrosoftExchange,Office365,Windowsfiles,SharePoint,LyncPublicsocialmediaEnterprisesocialmedia(SalesforceChatter,MicrosoftYammer)BloombergIMProofpointsupportsearlycaseassessmentwithastructurethateasilyidentifiescontentas"responsive"or"nonresponsive.
"Fromthere,aone-clickprocessallowscontenttobeclassified.
Casemanagementandtaggingaresupported.
Role-basedfeaturesassignappropriateaccesstoreviewers.
Dataonfileshares,SharePoint,laptopsanddesktopscanbesearchedwithlegalholdsabletobeappliedtothatdataoutsidethearchive.
ProofpointhaspartnershipswithZapproved,Nuix,CatalystandDiscoviaformorein-depthe-discoveryneeds.
DatacanbeexportedasPSTandEDRMXMLformats.
EnterpriseArchiveallowsuserstomanageemailandfilesforretentionorforlegalhold.
ProofpointdatacanbeviewedthroughanOutlookfolder,OWAoraWebbrowser.
Foldersyncisavailable,ordatacanberetrievedthroughGoogle-typesearchtools.
Formobileaccess,usersneedtohavedatasentbackthroughtheon-premisesProofpointappliancetobeunencrypted.
Proofpointdoesnotprovideofflineaccesstoarchive,butdoesprovideemailcontinuityasanadd-onfeature.
Smarsh(SmarshArchivingPlatform)TheSmarshArchivingplatformisafullSaaSofferingandsupportscomprehensiveretentionpoliciesdowntotheindividualmessagelevel.
Policiescanbeautomaticallyappliedatthetimeofcapturebasedonindividualsorgroups,message/filecontent,orothercharacteristics.
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cnretentionpoliciescanapplytothesamecontent,anduponexpiration,reviewerscandeterminewhethertodisposeornot.
Smarshprovidesrobustreviewcapabilitiesacrossallcontenttypeswithprereviewandpostreview,randomsamplingandrisk/relevancescoring.
Thesupervisionworkflowsareself-learningsothat,overtime,moremessagesareauto-filteredbeforegoingintothereviewer'squeue.
TheArchivingPlatformtheoreticallyprovidesaninfinitenumberofrolesandpermissionstosupportenterpriserightsmanagement.
SmarshprovidessupportforfullSECRule17a-4compliance.
Alldataisstoredinpurpose-builtrepositories.
Thoughmostcustomersaresmall,GartnerhasnotheardofanyscaleissueswiththeArchivingPlatform.
Smarshhasbuilt-indeduplicationandsupportshighavailabilitythroughreplication,withthedataresidingattwodifferentdatacenters.
Dataiscompressedin-flightbutuncompressedintherepositorytoenhancesearchspeeds.
Dataisencryptedatthecustomers'request.
SmarshsupportsmajorsearchcapabilitiessuchasBoolean,proximity,wildcard,wordstemming,partialword,phrasematching,facetedandadvancedfilters.
Fullreportingonarchiveperformanceandmessagestatisticsareavailableaswellasfullauditcapabilities.
DatacanbeexporteddirectlytoRMandECMsolutions.
Smarshsupportsthefollowingcontent:MicrosoftExchange,Office365,Windowsfiles,SharePoint,Yammer,Lync,LiveMessengerDominoGroupWiseGoogleGmailSMTPWebsitesRSSfeedsBlogsIBMSametimeCiscoUnifiedPresencePublicIM(AIM,Yahoo,MSN,Jabber,GoogleTalk)BloombergIMReutersFacebookTwitterPage26of44Gartner,Inc.
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cnThisresearchnoteisrestrictedtothepersonaluseofyinlibo@etiri.
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cnLinkedInGoogle+SalesforceChatterJiveYouTubeInstagramSmarshimplementedanewcasemanagementtoolin2014thatenablesthesearchofallarchivecontentswithabilitytotag,annotate,markforprivilege,filter,reassignorescalate.
E-discoveryfunctionsarebuiltin.
Smarshcancapture,archive,indexandsearchacrossanycontentthatisavailableoverHTTPorFTP,residingoninternalorexternalservers.
DatacanbeexportedinEML,PST,NSF,XML,XLS,andnativeformats.
SmarshalsohaspartnershipswithCatalyst,CaseCentral,iConnectandRecommindformorecomplexe-discoveryrequirements.
Smarshdoesnotsupportuser-directedarchiving.
PersonalarchiveaccessisthroughanOutlookplug-in.
MobileaccessisthroughaWebinterfacewithnonativemobileinterface.
NativeiOSandAndroidappsareplannedfor2015.
Outlookfoldersyncisnotoffered,andalldataisstoredinonecentralizedarchiveandavailablethroughaGoogle-likesearchinterface.
Userscanprint,download,openinOutlookandrestoretotargetedOutlookfolders.
Archivefolders/labelsareplannedfor2015.
Offlineaccessisthroughaplug-inwithrecoveredresultsets.
Emailcontinuityisnotoffered.
Symantec(EnterpriseVault)SymantecEnterpriseVaultisanon-premisesarchivingplatformwiththehighestmarketshareintheindustry.
Itismostcommonlyusedfor,MicrosoftExchange,IBMDominoemailandMicrosoftSharePointarchiving.
Retentionpoliciesareimplementedviaawizard-driveninterfacethatallowsuserstoapplyretentiontofolders,itemsandarchivesandcanbemodifiedifneeded.
Event-basedretentionandformalrecordsmanagementaresupportedbyAPIintegrationwiththird-partyECM,RMandbusinessprocessmanagementtoolstoenablemodificationstoarchivedcontentasneeded.
ComplianceAcceleratorisadedicatedemailsupervisionapplicationforEnterpriseVaultthatprovidespostprocessingcapabilitiesandcanusestatisticalandlexicon-basedsearchsampling.
CustomerscanscaleEnterpriseVaultbyaddingblocksofadditionalcapacitythroughmoreapplicationservers,EnterpriseVaultandsingle-instancestorageisperformedoneveryitemingestedintothearchive.
EnterpriseVaultdoesnotoffernativeencryption,butarchivestoresandend-userarchivecachescanbeplacedonencryptedfilesystems.
Inaddition,EnterpriseVaultoffersafilterpointtowhichpartnersmayintegrateencryption/decryptionsolutions.
HighavailabilityisprovidedthrougheitherMicrosoftorSymantecClusterServerorviaVMwareHighAvailability.
SymantecEnterpriseVaultisratedhighlybyitscustomersforindexingspeed,anditsindexingserviceallowsforbothscale-upandscale-outarchitectures.
Indexserverscanbegroupedintocollectionsthatdistributeresourcesforindexingbyaddingadditionalindexingservers.
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cnSymantecEnterpriseVaultsupports:MicrosoftExchange,Office365,SharePointDominoSMTPFilesDiscoveryAcceleratorisaseparate,entry-levele-discoverymoduledesignedforEnterpriseVault.
UsersofDiscoveryAcceleratorcanperformBooleansearchesoncontent,applylegalholds,anddokeywordtaggingandhighlightingofcontentforbasicreview.
Theproductsupportsmultiplelegalholdsperitem,andcustodian-levellegalholdisalsoavailable.
DiscoveryAcceleratorisfullyauditedandrecordsallreviewerandadministratorinteractions.
Formorecomprehensivee-discoveryinsideandoutsideofEnterpriseVault,SymantecoffersSymanteceDiscoveryPlatformpoweredbyClearwell.
Foremailandfilearchiving,enduserscanmanuallyclassifyitemsforretentionanddragcontenttofolders.
SpecificallyforExchange,EnterpriseVaultalsooffersautomatedclassificationviaEnterpriseVaultDataClassificationServices—individualemailsmaybeautomaticallyassigneduniqueretentionandmaybetaggedforfastere-discoveryorsupervisoryreview.
MobileaccesstoarchivedcontentisavailableoniOS,AndroidandWindowssmartphonesandEnterpriseVaultprovidesadedicated,nativesearchWebapplicationforaccesstoarchivedcontent.
BothMicrosoftOutlookandIBMNotesmailcontentcanbelocallycachedforofflineaccess.
Symantec(EnterpriseVault.
cloud)SymantecEnterpriseVault.
cloud,isamultitenantSaaSofferingthatjournalsemailsdirectlyfromMicrosoftOffice365,ExchangeandDominoenvironments.
Retentionpolicycreationandexecutionisprovidedthroughacentralizedinterfacethatallowsforpoliciestobeappliedtodifferentusers,groupsorindividualmessages.
End-userclassificationofcontentisalsoprovidedbyallowingenduserstotagmessageswithdifferentretentionperiods.
EnterpriseVault.
cloudsupportsmanagedfolderandretentionpropertiesthatarereplicatedtowhenmessagesarejournaledtothearchive.
Forcompliancesupervision,SymantecprovidesAdvisorMail.
Compliancereviewisonapostprocessbasis.
SymantecEnterpriseVault.
cloudcansupportdatasovereigntyrequirementswithdatacenterlocationsofferedaroundtheworldandreplicatesdatainregion.
Itencryptsdatabothatrestandinflight.
Searchisprovidedinthefollowingways:Boolean,keyword,facet,iterative,wildcard,proximityandUnicodecharacter.
EnterpriseVault.
cloudsupportsrole-basedaccesscontrolsthatcreateaseparationofdutieswithinthearchive.
GartnerhasreceivednumerouscomplaintsaroundEnterpriseVault.
cloudincludingarecentoutageofthesystem(thoughnodatawaslost).
Thereliabilityandserviceabilityratingsreflectthesescores.
SymantecEnterpriseVault.
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cnMicrosoftExchange,Office365,SharePointDominoBoxSalesforceChatterBlackBerrydataE-DiscoverywithinEnterpriseVault.
cloudisavailableviaaWeb-basedinterfaceuponwhichuserscancreateandmanagecases,search,applylegalholds,andexportcontenttovariousformats,includingPST,EML,MSG,NSF,EDRMXMLandClearwellformats.
Reviewworkflowisprovidedthatenablesuserstotagnonrelevant,privilegedorconfidentialcontentandsupportsredaction.
IntegrationbetweenEnterpriseVault.
cloudandmorecomprehensiveSymanteceDiscoveryPlatformpoweredbyClearwellisalsoavailable.
Legalholdscanbeappliedtospecificcustodians,searchresultsorindividualitemsandcansupportmultipleholdsonindividualpiecesofcontent.
UserscandraganddropitemsfrommailboxtoanExchangemanagedfolder.
MobileWebaccessissupportedforaccesstoarchivedcontentfromsmartphonesandtabletswithplatformsupportforiOS,AndroidandBlackBerry.
ThereisnoofflinecacheforEnterpriseVault.
cloud.
ZLTechnologies(ZLUnifiedArchive)ZLUnifiedArchiveisasingle-platforminformationarchiveproduct.
Becauseofthesingle-platformarchitecture,thevariousmodules(ZLRecordsManager,ComplianceManager,DiscoveryManager,FileArchivingandEnd-UserAccess)allshareconsistentmanagementandscalecapabilities.
ZLhasarobustplatformthatcanmanagetensofbillionsofdocumentsbutcanoftenrequirecustomization.
Retentionpolicyisachievedviarecordsmanagement.
TheentireZLUnifiedArchiveplatform(includingtherecordsmanagementmodule,ZLRecordsManager)meetstheDoD-5015standard.
Policiescanbeappliedataclassificationcategorylevelandassessedateithertheindividualrecordorthefolder/categorylevel.
Thesepoliciescanbealteredandretrofitted.
Privilegedusers(suchastheadministrativerecordmanager)canmonitorpoliciesaswellasthechainofcustodyviaworkflowsandaudittrailreports.
Withtheexceptionofon-holdrecords,dispositionandotherassociatedactionsaredonethroughareviewandverificationprocesswhichassuresdefensibility.
Event-ortime-basedsettingsallowagranularcontrolofrecordlifecycles.
ZLUnifiedArchiveisemail-system-agnosticandcannativelyingestPSTfilesaswellasextractdirectlyfromotherarchivingplatforms.
ZLsupportsmostpopularfileformatsZLUnifiedArchiveallowsfullsupervisionincludingpreprocessing,postprocessingandsophisticatedsamplingforcompliancereview.
Itprovidesescalationprocesswork-flowforsupervisors,ensuringtheappropriateassignmentofinformation.
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cnThisresearchnoteisrestrictedtothepersonaluseofyinlibo@etiri.
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cnRole-basedaccessisin-depthandgranular,includingsupportforAD/LDAP,NSFandsinglesign-on(SSO)technologies.
Itsoriginalcommon-repositorydesignprovideshighavailability.
DatacompressionandreductionareaccomplishedthroughglobalSIS.
Javacryptologyextension(JCE)isusedtoencryptdataforsecurity.
Currently,ZLUnifiedArchiveprovidesfullsupportforSecure/MultipurposeInternetMailExtensions(S/MIME)andPrettyGoodPrivacy(PGP)viaaself-developedandWeb-basedpublic-keyinfrastructuremanagementsolution.
Itallowsuser-directeddrag-dropemailandfilearchiving.
Automatedclassificationwithlearningandend-useroverrideisalsooffered.
Userscanalsoselectivelyarchivemessagesbyusingnativeemailfolders,rules,tagsandcategories.
RecordscanbedeclaredbytheuserwithintheRecordsManagermoduleorwithintheOutlookplug-in.
MobiledeviceissupportedforallarchiveddataviaamobilemailapporWebbrowser.
ZLUnifiedArchivesupports:MicrosoftExchange,Office365,Lync,SharePoint,YammerDominoGoogleGmailSMTPCIFSandNFSsharesWebcontentSalesforceChatterJiveLyncBloombergIMPublicIMECMdatasuchasDocumentumorSharePointSystemandeventlogsAmongitsratingsacrossalltheusecases,ZLUnifiedArchivehasthehighestratingforcompliance.
Itenableslegalholdsforbothdatainthearchiveandexternaltothearchive.
Collectionofsuchon-holddatacanbeperformedwithoutITintervention.
ZLDiscoveryManagerincludesasetofrichfeaturesforearlycaseassessmentanddataredaction.
ZLoffersdraganddrop,OutlookandNotesplug-ins,andrightmouseclickfeaturesforend-user-directedarchiving.
AnativeOutlookplug-inisrobustforaccesstoExchangedata.
ZLalsocoversfoldersyncandasearchinterfaceforretrieval.
FullintegrationforExchangeandLotusNoteswithnativefunctionsisavailableonmobiledevices,andemailcontinuityisanoption.
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cnContextEIAisemergingasacommonlyusedtechnologyunderpinninghigher-levelprojectsthatuseGartner'sCompliance,OperationalEfficiency,E-DiscoveryandEnd-UserArchivingUseCases.
Originallytargetedatemailapplications,EIAproductshavesinceevolvedtoincludebroadsupportformultiplecontenttypes.
Basicfunctionality—includingtheabilitytodefineretentionpolicies,supportadvancede-discoverysearch,providetransparentaccesstodataandexportdataforlegalreview—hasbecomestandardacrossEIAproducts,andweseevendorsnowdifferentiatingtheirproductsbasedonotherfactorswhicharecriticaltotheirclients,including:Informationgovernance:Regulatorycompliance,business-focusedretentionand/ordeletionofdataandtheabilitytomanageagingdatabasedonaclearunderstandingofitsvaluearebeginningtocatchuptoe-discoveryastheprimarydriverforEIAdeployment.
Supportedcontenttypes:Organizationsarelookingtoarchiveandmanagemultiplecontenttypes,including(butnotlimitedto)email,files,collaborationapplications(suchasMicrosoftSharePoint),IM,socialmediaandWebcontent.
Availabilityasaservice:Archivingasaservice(alsoknownascloudarchiving)hasrapidlysurpassedon-premisesenterpriseinformationarchivingasthepreferreddeploymentmodelformostorganizations.
Gartnersees60%to70%ofneworreplacementemailarchivingimplementationsasbeingbasedinthecloud.
AnothertrendacrossEIAproductsisashifttowardofferingbothjournalingandquery-basedarchiving.
Whilejournalinghelpstoensurecompliance(whenusedinconjunctionwithWORMstorage)byreplicatingdata,suchasanemailmessage,beforeitarrivestoanenduser'smailbox,queryingorfoldersynchronizationallowsforthecaptureofmoredetailedinformation,whichwouldotherwisebeleftout,(suchascalendaringitems,tasksorcontacts,forexample).
ManybusinessesusingEIAproducts,namelyinregulatedindustries,havebeendoingsoformanyyears.
Giventheirregularsoftwarerefreshcycles,someorganizationsarenowintheprocessofevaluatingalternativeEIAproducts.
Forthesebusinesses,thetimeandcostofdatamigrationareatopconcern.
Storagecapacitymanagement,althoughlessofadriverthaninformationgovernance,alsoremainsaconcernamongmanyorganizations.
Product/ServiceClassDefinitionEnterpriseinformationarchiving(EIA)productsarchiveuserdatasuchasemails,filesharesandinstantmessages.
Optionally,othercontenttypesaresupportedaswell,suchasstructureddata,Webpagesandsocialmediacontent.
Theproductsoperateondefinedretentionpolicies,oftenprovidingforthestorageofa"pointintime"versionofdataforhistoricalreference.
Archivedatacanbemigratedtoasecondarystoragerepositoryorhaveretentiontagsappliedto"holdinplace.
"EIAproductsalsoprovidefeaturesthatgobeyondarchiving,suchassingle-instancestorage(SIS)acrosscontenttypes,retentionmanagement,contentindexingand,attheveryleast,basictoolsfore-discovery,suchassearchandlegalhold.
DuetothecomplexityassociatedwithmanagingGartner,Inc.
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cnmultipledatatypeswithinanarchive,EIAproductsmayalsosupportfederatedarchiverepositorymanagementanddelivercommonPolicyManagementformigration,retentionanddiscovery.
CriticalCapabilitiesDefinitionPolicyManagementThisreferstotheabilityoftheEIAproducttoallowforthecreationandmappingofdata-retentionpoliciestodataandtheenforcementofthosepolicies.
TheEIAproductidentifiesthedatatobecollectedandorchestratesthecollection,includingthecaptureandretention-managementpolicies.
PolicyManagementisespeciallycriticaltobusinessesconcernedwithmaintainingcomplianceforcommunicationsdata.
Forinstance,financialinstitutionsmustsaverequireddatasurroundingtradestomeetnumerousfederalregulations.
Thisincludesfullsupervision,includingpreprocessing,postprocessingandsophisticatedsamplingforcompliancereview.
KeyPolicyManagementfeatures,whichcontributetothescoringinthisnote,includeadministrationmanagement,policycreation,policyforcapture,contentidentificationforarchiveandorchestration,user-directedarchiving,policiesappliedtosavedsearches,PSTmanagement,dataingestion,policy-basedretention,dataexpirationanddeletion,supervisiontoolsandpoliciesforrole-basedaccesstodata.
Alsoincludedistheabilitytohavedataarchivedbasedonaneventsuchasalegalhold.
DataManagementThisreferstoaproduct'sabilitytoallowanadmintomove,secure,compressanddeletearchiveddata.
DataManagementisofparticularimportancetobusinessesthatareusingEIAproductsasameanstoimproveoperationalefficiency,forexample,bymovingdatatoalower-coststoragetier.
KeyDataManagementfeatures,whichcontributetothescoringinthisnote,includedatareduction,typesofrepositorysupported,scalability,typeofdatastore,cloudsupport,SSAE-16compliance,indexandsearchperformance,WORM,datavalidationandauthentication,security,encryption,reportingandregulatorysupport.
Search/IndexThisreferstoaproduct'sabilitytofacilitatetheretrievalofdataviasearchagainstanindexofarchiveddata.
Search/Indexisimportanttobusinessesthatmustenablee-discovery.
Itisalsoimportanttoenduserswhohavearchivedtheirdata(suchasoldemails)andarelookingtoretrievedatainatimelymannerifitbecomesrelevantinthefuture.
KeySearch/Indexfeatures,whichcontributetothescoringinthisnote,includemetadataindexing,contentindexing,indexingspeedandsearchperformance,naturallanguagesupport,UIforlegalandenduser,folderreplication,accesspolicies,mobilesupport,easeofuse,administrativesearch,andsupportforOWA.
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cnAdministrationThisreferstoaproduct'sreliabilityandserviceabilityaswellasitsabilitytoenableadminstosetupusersanduser-accessrightsandmanagethesystemoverall.
AdministrationisonlyamoderatelyimportantcapabilityacrossmostofourUsesCases,althoughitiscriticalinthesensethatitisnecessarytokeepEIAupandrunningandserviceable.
ForSaaSproviders,service,uptimeandabilitytoretrievedatafromthearchive(includingtheentiredatasetattheendofthecontractterm)countfor50%ofthiscapability.
Akeyissuefororganizationstonegotiatebeforeevensigningadealisthefeesthatwillbeinvolvedinextractingthedatafromthearchive.
Other,keypolicymanagementfeatures,whichcontributetothescoringinthisnote,includemanagementconsole,reporting,mobilesupport,AD/LDAPsupport,easeofuse,administratorpersona/role-based,adminsupportforcomplianceandsupervision,RM/ECMandDLPintegration.
ContentTypesSupportThisreferstotherangeofcontenttypestheproductcanarchive.
Thisisonlyofmoderateimportanceacrossallusecases.
Emailisthemostcriticalcontenttosupport,andallvendorssupportatleastMicrosoftExchange.
Manyvendorssupportavarietyoftheothercontenttypes.
Keysupportedcontenttypes,whichcontributetothescoringinthisnote,includeemail,fileshares,SharePoint,IM,businesssocialnetworking,publicsocialnetworking,SMS/text,Web,voiceandstructureddata.
IfavendordoesnothaveitsownIPsupportforacontentsource,andinsteaddoesitthroughapartner,itisnotlistedasasupportedcontenttype.
Pleasenotethatmanyofthevendorssupportadditionalcontentthroughpartners.
Thecontentlistedhereiswhatthevendorsupportsnatively.
E-DiscoveryE-Discoveryistheprocessofidentification,preservation,collection,processing,review,analysis,andproductionofelectronicallystoredinformationinsupportofthecommon-lawdiscoveryprocessinlitigationorotherinvestigativeproceedings.
ThisprocessisgenerallyknownastheElectronicDiscoveryReferenceModel,orEDRM.
Keye-discoveryfeatures,whichcontributetothescoringinthisnote,includethesearchandfilteringofarchiveddata,legalholds,multiple-holdmanagement,datacollection,earlycaseGartner,Inc.
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cnassessment,dataextraction,exportandredactiontoe-discoveryreviewplatforms.
Integrationtopopularreviewplatformsisaplus.
End-UserArchivingandAccessThiscapabilityreferstotheabilityofuserstoself-selectordefinedatatobearchivedandthentheabilitytosearch,viewandretrievethearchiveddataonavarietyofdevicesKeyEnd-UserArchivingandAccessUseCasefeaturesincludetheeasethatuserscanselectdatatobearchived,includingtheabilityto"rightmouse"clickandselectdatatobearchivedfordifferenttimeframesorindifferentrepositories,theabilityto"drag-and-drop"dataintodifferentretentionfolders,andtheabilitytocarryouttheseactionsonavarietyofcontentsources.
AnotherkeyfeatureforEIAendusersishowaccesstothedataismanaged.
Thisincludestheabilityoftheapplicationtorestrictorgrantaccesstoappropriatearchiveddata,basedonroles.
Also,theabilityforuserstonativelyvieworretrievedatafromtheprimaryapplicationsuchasOutlookwasratedhighly.
Users'abilitytoviewdatainthesamefolderstructurethatexistsinthenativeapplicationwasratedhigherthantheabilitytodoa"Google-like"searchofthedatastoredinonelargefolder.
Theabilitytoeasilyviewdatausingavarietyofdevices—suchaslaptops,tablets,andmobilephones—wastakenintoconsiderationwithnativedevicesupportratedhighly.
Lastly,offlineaccesstothearchivedataandemailcontinuitywereminimallyincludedaspartoftheratingprocess.
UseCasesComplianceUsinganEIAproducttocreatepolicies,monitorarchiveddata(passivelyandactively)forCompliance,andretainthedataforregulatoryorin-housecompliancepurposes.
Complianceprimarilyreferstothemappingofretentionpoliciesofanorganizationtodatathatisthenstoredinthearchiveforthedurationoftheretentionperiod,ortheextensionofthatperiodifa"litigationhold"isplacedonthedata.
Thestorageofthedata,includinginanimmutableformat(WORM,forexample)isalsocriticalforcertainverticals.
Journalingofdataisalsoparamountforimmutabilitysoasmessagesarenotmodifiedbeforebeingaddedtothearchive.
Trueimmutabilityhappensafterthedataisinthearchiveandcanbeneitherchangednormanipulated.
Anauditlogiskeptofallactivity.
Theabilitytoprovidereview/supervisionthatidentifiesandgathersquestionablemessagesandplacestheminareviewqueueisalsoevaluated.
Supportforvariouscontenttypes,searchandindexing,andend-userarchivingarelesserscoredcriteriaforthisusecase.
OperationalEfficiencyThisusecaseinvolvesusinganEIAproducttoimprovesystemperformanceandreducecostsbymovingthatsystem'sdatatoanarchive.
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cnItiscommonplacefororganizationstodeployEIAproductstoarchiveemails,whichareadverselyaffectingemailsystemperformance.
Inadditiontoimprovingperformance,archivingfilescanalsoreducecosts,assumingthosefilesaremovedfromexpensivestoragetoalower-tierstorageformat.
Themovementoflivedatafromexpensivestoragetoarchiveddataonlessexpensivestorageisakeycriteriaforthisusecase.
Alsodeduplication,compressionandencryptionarekeytoloweringthestoragefootprintandprovidingsecurityforthearchivedinformation.
Scalabilityisevaluatedforthearchivesystemstomakesurethat,oncethedataismovedtoanarchive,itcanhandleterabyte-orevenpetabyte-scalearchivesandretrievedatainatimelybasis.
ThePolicyManagement,Search/Index,Administration,ContentTypesSupportandEnd-UserArchivingandAccessCriticalCapabilitiesareallminimallytakenintoconsiderationforthisusecase.
E-DiscoveryAprocessencompassingtheidentification,preservation,collection,processing,review,analysis,andproductionofelectronicallystoredinformation.
Thisisinsupportofthecommon-lawdiscoveryprocessinlitigationorotherinvestigativeproceedings.
KeyE-Discoveryfeatures,whichcontributetothescoringinthisnote,includethesearchandfiltersofarchiveddata,legalholds,multiple-holdmanagement,datacollection,earlycaseassessment,anddataextraction,exportandredactiontoe-discoveryreviewplatforms.
Integrationtopopularreviewplatformsisaplus.
End-UserArchivingSupportforscenarioswhereanenduserisexpectedtofollowcorporatepoliciestoensureappropriategovernanceisappliedtokeydata.
Alsoimportantistheaccessbytheusertothearchivedata.
Vendorsprovideavarietyofwaysforuserstodeterminewhichdatatoarchive,includingdrag-and-dropfeaturesintofolders,rightmouseclicktoselectaretentionpolicy,orasapull-downfromtheapplicationribbonbaroftheapplicationfromwhichcontentisbeingarchived.
Itisimportantthatendusersareabletogainaccesstothedataoncearchived,beitthroughthenativeapplication,OWA,oraWebbrowser.
Applicationsthatsynchronizetheoriginalapplicationfolderstructurethroughcrawlingthedataortrackingthechangesareratedhigher.
Lastly,accesstothearchivedatathroughnativemobiledevicefeaturesishighlydesirable.
VendorsAddedandDroppedThisistheinauguralCriticalCapabilitiesforEnterpriseInformationArchiving,sotherearenovendorsaddedordropped.
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cnInclusionCriteriaTobeincludedinthe2014EIAMagicQuadrant,avendormust:Bethedeveloperoftheproductandnotjustaresellerorvalue-addedreseller.
Supportagrowingbaseofcustomers,includingatleast10enterprisecustomers(5,000usersormore)thatareusingthesoftwareinaproductionenvironmentforemailarchiving,andatleastthreeofthoseadditionallyusingtheproductforfileorothercontentarchiving.
Haveapresenceinatleasttwogeographiesworldwideandbeindustry-independent.
Provideitssolutioneitherasanon-premisessoftwareproduct,aSaaSofferingorsomecombinationofboth.
Achievegreaterthan$10millioninnewlicenseormaintenancerevenueannuallyforitsarchivingsolution(thevendormuststateinwritingthatthisminimalthresholdismet).
Althoughitisnotaninclusioncriterion,vendorsarestronglyencouragedtobriefGartnerontheirproducts.
Wewillalsorequestatleastfivereferencestosupportthecriteria;threeofthesereferenceswillbefromcompaniesusingtheproductforbothemailandothercontentarchiving.
Table1.
WeightingforCriticalCapabilitiesinUseCasesCriticalCapabilitiesComplianceOperationalEfficiencyE-DiscoveryEnd-UserArchivingPolicyManagement25%10%0%15%DataManagement15%40%5%0%Search/Index10%10%20%15%Administration30%20%20%5%ContentTypesSupport15%10%10%5%E-Discovery0%0%45%0%End-UserArchivingandAccess5%10%0%60%Total100%100%100%100%AsofDecember2014Source:Gartner(December2014)Thismethodologyrequiresanalyststoidentifythecriticalcapabilitiesforaclassofproducts/services.
Eachcapabilityisthenweighedintermsofitsrelativeimportanceforspecificproduct/serviceusecases.
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cnCriticalCapabilitiesRatingGartner,Inc.
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cnTable2.
Product/ServiceRatingonCriticalCapabilitiesProductorServiceRatingsActiance(Alcatraz,Vantage,Socialite)ArtecIT(EMA)Barracuda(MessageArchiver,ArchiveOne)Bloomberg(Vault)CommVault(Simpana)EMC(SourceOne)GlobalRelay(Archive)Google(Vault)GWAVA(Retain)HP(ConsolidatedArchive)IBM(ContentCollector)MessageSolution(EnterpriseArchive)Metalogix(ArchiveManager)Microsoft(ExchangeArchiving)Mimecast(Archive)OpenText(Archive)Proofpoint(EnterpriseArchive)Smarsh(SmarshArchivingPlatform)Symantec(EnterpriseVault)Symantec(EnterpriseVault.
cloud)ZLTechnologies(ZLUnifiedArchive)PolicyManagement4.
03.
84.
04.
84.
74.
74.
63.
54.
24.
93.
84.
03.
93.
34.
14.
04.
34.
44.
74.
04.
5DataManagement4.
74.
02.
94.
44.
44.
24.
64.
64.
44.
84.
04.
34.
13.
14.
64.
44.
64.
74.
13.
94.
3Search/Index3.
33.
03.
04.
44.
63.
94.
63.
73.
84.
33.
44.
03.
83.
34.
43.
84.
43.
94.
44.
04.
7Administration3.
32.
83.
74.
03.
62.
94.
13.
13.
33.
93.
33.
84.
23.
84.
13.
74.
64.
64.
23.
03.
8ContentTypesSupport3.
32.
62.
83.
53.
52.
83.
52.
03.
14.
33.
03.
53.
03.
02.
54.
53.
83.
62.
41.
84.
0E-Discovery4.
03.
73.
74.
24.
43.
34.
33.
23.
64.
54.
23.
33.
93.
64.
24.
34.
34.
54.
43.
64.
2End-UserArchivingandAc-cess2.
63.
23.
82.
53.
53.
23.
21.
83.
03.
42.
93.
93.
64.
64.
14.
13.
62.
43.
73.
13.
5AsofDecember2014Source:Gartner(December2014)Page38of44Gartner,Inc.
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cnTable3showstheproduct/servicescoresforeachusecase.
Thescores,whicharegeneratedbymultiplyingtheuse-caseweightingsbytheproduct/serviceratings,summarizehowwellthecriticalcapabilitiesaremetforeachusecase.
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cnTable3.
ProductScoreinUseCasesUseCa-sesActiance(Alcatraz,Vantage,Socialite)ArtecIT(EMA)Barracuda(MessageArchiver,ArchiveOne)Bloomberg(Vault)CommVault(Simpana)EMCCorporation(SourceOne)GlobalRelay(Archive)Google(Vault)Gwava(Retain)HP(ConsolidatedArchive)IBM(ContentCollector)MessageSolution(EnterpriseArchive)Metalogix(ArchiveManager)Microsoft(ExchangeArchiving)Mimecast(Archive)OpenText(Archive)Proofpoint(EnterpriseArchive)Smarsh(SmarshArchivingPlatform)Symantec(EnterpriseVault)Symantec(EnterpriseVault.
cloud)ZLTechnologies(ZLUnifiedArchive)Com-pli-ance3.
653.
243.
464.
154.
083.
654.
223.
263.
704.
363.
483.
913.
863.
443.
974.
034.
344.
244.
043.
314.
16Op-era-tionalEffi-cien-cy3.
863.
423.
264.
084.
113.
724.
253.
563.
834.
393.
574.
023.
913.
424.
174.
144.
374.
234.
003.
454.
15E-Dis-cov-ery3.
693.
293.
434.
144.
193.
344.
263.
233.
574.
343.
733.
613.
863.
504.
074.
114.
354.
324.
153.
404.
21End-UserAr-2.
993.
213.
663.
263.
853.
503.
682.
423.
323.
833.
143.
913.
684.
094.
074.
043.
893.
103.
923.
303.
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cnUseCa-sesActiance(Alcatraz,Vantage,Socialite)ArtecIT(EMA)Barracuda(MessageArchiver,ArchiveOne)Bloomberg(Vault)CommVault(Simpana)EMCCorporation(SourceOne)GlobalRelay(Archive)Google(Vault)Gwava(Retain)HP(ConsolidatedArchive)IBM(ContentCollector)MessageSolution(EnterpriseArchive)Metalogix(ArchiveManager)Microsoft(ExchangeArchiving)Mimecast(Archive)OpenText(Archive)Proofpoint(EnterpriseArchive)Smarsh(SmarshArchivingPlatform)Symantec(EnterpriseVault)Symantec(EnterpriseVault.
cloud)ZLTechnologies(ZLUnifiedArchive)chiv-ingAsofDecember2014Source:Gartner(December2014)Gartner,Inc.
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cnTodetermineanoverallscoreforeachproduct/serviceintheusecases,multiplytheratingsinTable2bytheweightingsshowninTable1.
GartnerRecommendedReadingSomedocumentsmaynotbeavailableaspartofyourcurrentGartnersubscription.
"HowProductsandServicesAreEvaluatedinGartnerCriticalCapabilities""MagicQuadrantforEnterpriseInformationArchiving""FinancialServicesContext:'MagicQuadrantforEnterpriseInformationArchiving'""BestPracticesforDataRetentionandPolicyCreationWillLowerCostsandReduceRisks""HowtoDetermineWhetherYourOrganizationNeedsWebsiteArchiving""StorageandDataManagementAreNottheSameThing"CriticalCapabilitiesMethodologyThismethodologyrequiresanalyststoidentifythecriticalcapabilitiesforaclassofproductsorservices.
Eachcapabilityisthenweightedintermsofitsrelativeimportanceforspecificproductorserviceusecases.
Next,products/servicesareratedintermsofhowwelltheyachieveeachofthecriticalcapabilities.
Ascorethatsummarizeshowwelltheymeetthecriticalcapabilitiesforeachusecaseisthencalculatedforeachproduct/service.
"Criticalcapabilities"areattributesthatdifferentiateproducts/servicesinaclassintermsoftheirqualityandperformance.
Gartnerrecommendsthatusersconsiderthesetofcriticalcapabilitiesassomeofthemostimportantcriteriaforacquisitiondecisions.
Indefiningtheproduct/servicecategoryforevaluation,theanalystfirstidentifiestheleadingusesfortheproducts/servicesinthismarket.
Whatneedsareend-userslookingtofulfill,whenconsideringproducts/servicesinthismarketUsecasesshouldmatchcommonclientdeploymentscenarios.
ThesedistinctclientscenariosdefinetheUseCases.
Theanalystthenidentifiesthecriticalcapabilities.
Thesecapabilitiesaregeneralizedgroupsoffeaturescommonlyrequiredbythisclassofproducts/services.
Eachcapabilityisassignedalevelofimportanceinfulfillingthatparticularneed;somesetsoffeaturesaremoreimportantthanothers,dependingontheusecasebeingevaluated.
Page42of44Gartner,Inc.
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com.
cnEachvendor'sproductorserviceisevaluatedintermsofhowwellitdeliverseachcapability,onafive-pointscale.
Theseratingsaredisplayedside-by-sideforallvendors,allowingeasycomparisonsbetweenthedifferentsetsoffeatures.
Ratingsandsummaryscoresrangefrom1.
0to5.
0:1=Poor:mostoralldefinedrequirementsnotachieved2=Fair:somerequirementsnotachieved3=Good:meetsrequirements4=Excellent:meetsorexceedssomerequirements5=Outstanding:significantlyexceedsrequirementsTodetermineanoverallscoreforeachproductintheusecases,theproductratingsaremultipliedbytheweightingstocomeupwiththeproductscoreinusecases.
ThecriticalcapabilitiesGartnerhasselecteddonotrepresentallcapabilitiesforanyproduct;therefore,maynotrepresentthosemostimportantforaspecificusesituationorbusinessobjective.
Clientsshoulduseacriticalcapabilitiesanalysisasoneofseveralsourcesofinputaboutaproductbeforemakingaproduct/servicedecision.
Gartner,Inc.
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cnGARTNERHEADQUARTERSCorporateHeadquarters56TopGallantRoadStamford,CT06902-7700USA+12039640096RegionalHeadquartersAUSTRALIABRAZILJAPANUNITEDKINGDOMForacompletelistofworldwidelocations,visithttp://www.
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and/oritsaffiliates.
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GartnerisaregisteredtrademarkofGartner,Inc.
oritsaffiliates.
ThispublicationmaynotbereproducedordistributedinanyformwithoutGartner'spriorwrittenpermission.
Ifyouareauthorizedtoaccessthispublication,youruseofitissubjecttotheUsageGuidelinesforGartnerServicespostedongartner.
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AlthoughGartnerresearchmayincludeadiscussionofrelatedlegalissues,Gartnerdoesnotprovidelegaladviceorservicesanditsresearchshouldnotbeconstruedorusedassuch.
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