Features

December 2006

SPECIAL FOCUS: MSPs/INTEGRATORS

Manage e-mail archive risks

by Paul Chen

Although e-mail has helped the business world by improving employee communication and increasing productivity, it is also a substantial risk factor for many organizations. The key to mitigating these risks rests with a sound e-mail policy, which can be implemented and maintained through an effective e-mail archiving solution.

With more than 70% of business-critical information residing in e-mail, a piece of evidence is now more likely to be sitting in an e-mail chain instead of a filing cabinet. The burden of e-discovery–retrieving electronic information to meet a legal or regulatory compliance request–on IT organizations has increased both in frequency and demand.

With a growing number of regulations involving corporate e-mail storage and management, organizations have been forced to retain e-mail as they would their physical corporate records, or risk facing stern penalties. An example of an important set of regulations is the Federal Rules of Civil Procedure (FRCP). Recent amendments made to the FRCP (effective Dec. 31) impact the process of e-discovery and reinforce the need for an electronic archive.

Amendments to Rule 26 state that every organization should be able to effectively search its data and assess the costs of retrieving certain pieces of information in order to justify that a relevant piece of evidence cannot be “reasonably” accessed. Additionally, Rule 26 requires parties to be fully aware of the types of records they can make available in the trial and the location of these records, so that they are thoroughly prepared for this pre-trial discussion.

Amendments to Rule 34 state that all parties must be able to easily search through the e-records of the party in question and produce these records in a form that is useable by all parties. Finally, Rule 37 provides a “safe harbor” from sanctions arising from a party’s deliberate deletion of electronic information that is critical to the legal case in question, as long as it was deleted “as a result of routine, good faith operation of an electronic information system.” Thus, organizations must have adequate policies and practices in place to prevent the destruction of potentially relevant electronic records, and to substantiate that any deletion of records was done in good faith.

An effective e-mail policy should clearly state the rules for the acceptable use of e-mail. The policy should explain the use of business e-mail for personal reasons, the forwarding of confidential corporate documents, acceptable e-mail language and content, and required retention periods for certain types of e-mail. The policy should be widely circulated to all employees, because a policy that is not clearly understood or sufficiently conspicuous can be deemed invalid in court. Finally, adopting appropriate technologies to enforce the policy is necessary.

To implement an in-house solution, an organization should develop or purchase the appropriate software, according to its business requirements, and buy the required hardware. Archiving also requires a significant amount of storage hardware, especially with the large number of e-mails that most organizations send and receive each day.

Alternatively, organizations can opt to outsource their e-mail archive to a specialized service provider. By archiving the organization’s data at a third-party location, the burden on internal IT resources will be reduced and substantial hardware, software and maintenance costs can be avoided. Furthermore, some outsourced solutions have addressed security concerns and can offer the same, if not greater, levels of security as in-house solutions.

Paul Chen is the CEO of Fortiva, Norwalk, Conn.

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