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Criteria for Effective Email Data Management Solutions

Government and industry organizations have worked for several years to develop record-management guidelines for electronic documents, communications, and emails. While these various guidelines apply to a diverse range of organizations, any effective solution for managing email must include these capabilities:

  • Archiving of email documents and attachments along with associated address and routing information in their original electronic form.
  • Creation of an email policy that addresses message retention and filing requirements.
  • Automatic, content-based classification of email to folders/categories within the system.
  • Creation and execution of disposition instructions for each email folder/category.
  • A feature that prevents administrators from tampering with audit records.
  • Powerful search and retrieval tools for end users and administrators, based on a full-text index and userdefined metadata.
  • Use of random-access, low-cost and non-volatile media for long-term storage.

Ideally, an email archiving solution should address both the basic requirements stemming from relevant, published guidelines and add value by bringing the power of data management to email systems - in essence, channelling the daily stream of email message and attachments into a tool that provides a competitive advantage.

Any such solution should address the requirements of users, IT administrators, management, and record-keeping professionals by providing the following benefits:

  • Reduced IT costs through more efficient email server management. A product featuring automated capture, integrated support for low-cost mass storage, and content-based classification rules can transform an organization's temporary cache of messages on the server into a tool for enterprise document management.
    Mail servers are freed of message overload, improving performance and availability. Additionally, without the requirement to restrict message size, larger and more complex documents can be transmitted. As a result, email can serve as the basis for strategic planning and business development efforts without impacting IT.
  • Increased productivity through faster, easier access to stored messages. Full-text indexing combined with a powerful search engine would allow end users to access their own messages, while authorized managers or administrators could search across multiple mailboxes to meet audit and regulatory requirements, discovery requests, and other business needs.
  • Record management. An effective solution ensures adherence to formal email policies with enterprise level data management tools that categorize and manage email through a useful life cycle. By using a tool that integrates record management functionality into email systems, organizations can easily comply with SEC and government requirements.
  • Virus recovery and data protection. An effective solution ensures that email records are tamper-proof throughout their life cycle and guards against abuse by monitoring compliance with corporate policy. Such a solution should also facilitate cleanup of message stores following a virus attack, enabling recovery within hours rather than days and guarding against information loss.
 
 

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