Webcast held on Nov. 4, 2009. One-half hour.

On April 15, 2009, Microsoft announced that Exchange 2010 will have built-in support for archiving. Though Microsoft has been slow to reveal details about the new offering, its announcement is shaking the archiving market and the adjacent markets for e-discovery and compliance.

Customers are considering whether to adopt Microsoft’s solution and, if appropriate, whether to migrate away from currently deployed solutions. They are deferring purchases of archiving solutions until Microsoft clarifies its offering. And archiving, e-discovery, and compliance vendors are reevaluating their technology and sales messages.

In this webcast and its companion white paper, David Ferris cuts through the confusion about Exchange 2010 and explains what the product’s archiving features do, what they don’t do, and why there will continue to be a healthy market for third party archiving solutions. The event ends with a Q&A session.

Webcast 827.

Sponsors

Who Should Attend This Webcast
This event is suitable for Exchange administrators and IT technology planners in organizations with at least 500 mailboxes, and for resellers and systems integrators looking to advise their customers on their archiving decisions.

How to Download the White Paper
The white paper is available on the Ferris Web site. Copies are also available from sponsors.

Sponsorship Opportunities
A sponsorship program is available to vendors of archiving, e-discovery, and compliance technology. It helps increase awareness of their offerings, and positions their offerings vis a vis Exchange 2010 archiving. For more information on sponsoring, click here.

Webcast held on Jan. 29, 2009. One hour.

David Ferris, Richi Jennings, and other Ferris Research analysts gaze into their crystal balls and present their predictions for 2009, focusing on the worlds of messaging and collaboration, content control, archiving, compliance, e-discovery, and data leak prevention.

Among other fascinating insights, you will learn why:

• Babies born in 2009 will be immortal.
• Spam will get better in 2009 yet also get worse.
• Software as a Service (SaaS) will break through in 2009, but not for all types of customers.
• Microsoft is well placed to capitalize on 2009’s challenges but is also being overly optimistic.
• Notes/Domino is not about to disappear.
• Someone will lose out in the mobile phone platform war.
• Organizations will become less compliant with some regulations.

Participants also have an opportunity to ask questions.

Webcast 809.

Speakers

• David Ferris, Senior Analyst, Ferris Research. A technology analyst since 1991, David got into computer science research at Stanford University while working on a Ph.D. in philosophy. He wrote the first syndicated column in the computer industry and has since written hundreds of articles and bulletins and co-authored three books. Initially focusing on messaging technologies, David recently expanded his areas of knowledge to include compliance, archiving, content control, e-discovery, and data leak protection. He is frequently quoted in the technology and business press.
• Richi Jennings, analyst, Ferris Research. The practice leader for spam and boundary services, Richi has been involved with messaging and collaboration technologies since 1985. His main areas of focus are Linux, security, spam, viruses and other malware, large-scale enterprise deployments, TCO, and wireless.

Who Is This Webcast Suitable For?

This webcast is suitable for IT planners, vendor management staff, and investors.

Webcast held on Nov. 18, 2008. One hour.

Many organizations are interested in moving away from a world of separate systems for email, instant messaging, telephony, etc. Their vision is of integrated, or unified, communications technologies. The most-discussed unified communications offering is from Microsoft; here the major product components are Exchange, Outlook, Active Directory, Office Communications Server, and the Office Communicator client. These work alongside a third-party phone switch or PBX (a private branch exchange).

In this webcast, Ferris Research analyst Richi Jennings and Unison Technologies CMO Rurik Bradbury discuss the total cost of ownership (TCO) of Microsoft’s approach to unified communications. You learn how to model and estimate unified communications costs in your own environment. The event concludes with a Q&A session.

Webcast 794.

Important Questions Addressed by This Webcast Include:

• What is unified communications?
• How do you calculate the TCO of Microsoft-based unified communications?
• What are the main cost components?
• How can you reduce the cost of Microsoft-based unified communications?
• How do these costs differ from the costs of other, competing technologies?

Speakers

• Richi Jennings, analyst, Ferris Research. The practice leader for spam and boundary services, Richi has been involved with messaging and collaboration technologies since 1985. His main areas of focus are Linux, security, spam, viruses and other malware, large-scale enterprise deployments, TCO, and wireless.
• Rurik Bradbury, CMO, Unison Technologies. Rurik heads the marketing team at Unison Technologies, a leader in unified communications software. Before that, he was Vice President of Marketing at Intermedia, the world’s largest Microsoft Exchange hosting provider.

Who Is This Webcast Suitable For?

This webcast is suitable for IT planners, vendor management staff, and investors.

Sponsored by Mimecast.

Webcast held on Oct. 29, 2008. One hour.

You can provide email archiving through a hosted service (or SaaS) or by means of an on-premise solution. On-premise solutions are either an appliance or software installed on standard computing equipment.

In this webcast, Ferris senior analyst David Ferris and Mimecast’s Senior Vice President and General Manager, Mary Kay Roberto, discuss the strengths and challenges of hosted and on-premise approaches. Mary Kay and David Goldberg, Mimecast’s Director of Sales Engineering, also briefly explain their company’s SaaS offering. The event concludes with a Q&A period.

Webcast 797.

Important Questions Addressed by This Webcast Include:

• What are the leading on-premise solutions? What are the leading SaaS solutions?
• What are the strengths and challenges for on-premise solutions? For SaaS solutions?
• What are your organization’s special requirements for email archiving?
• What does Mimecast’s SaaS archiving do, and how does it work?
• What’s interesting about Mimecast’s SaaS archiving?

Speakers

• David Ferris, Senior Analyst, Ferris Research. A technology analyst since 1991, David got into computer science research at Stanford University while working on a Ph.D. in philosophy. He wrote the first syndicated column in the computer industry and has since written hundreds of articles and bulletins and co-authored three books. Initially focusing on messaging technologies, David recently expanded his areas of knowledge to include compliance, archiving, content control, e-discovery, and data leak protection. He is frequently quoted in the technology and business press.
• Mary Kay Roberto, Senior Vice President and General Manager, Mimecast. Mary Kay has been in the software industry for over 17 years, focusing primarily on archiving and electronic discovery. For five years, she was General Manager of KVS, building the North American presence for the U.K.-based company from U.S. inception through acquisition by Veritas/Symantec. After that, Mary Kay was Vice President of Sales at MetaLINCS, where she established and built the initial customer base.
• David Goldberg, Director of Sales Engineering, Mimecast. David brings 13 years of product development and business leadership to Mimecast. He is an experienced software architect of Web and business intelligence applications and has worked within sales teams, which gives him a unique perspective on using technology to solve real-world problems. Before joining Mimecast, he worked for messaging vendor Open-Xchange, helping grow its U.S. SaaS business. David is a graduate of Vanderbilt University, where he studied computer science and mathematics.

Who Is This Webcast Suitable For?

This webcast is suitable for IT planners, vendor management staff, and investors.

Webcast held on Oct. 8, 2008. One hour.

In this recurring event, David Ferris introduces three new or newish vendors that he finds interesting or innovative in the overlapping fields of messaging, compliance, e-discovery, and content control. Each vendor’s speaker briefly describes the company’s business; then David and the speaker discuss the business and its industry context.

The vendors and their products are:

• Clearswift’s IMAGEmanager, for image detection within email
• Isode’s M-Box Gateway, a POP-to-IMAP email gateway that gives end users IMAP (push) access to POP email accounts
• Keibi Technologies’ platform for analyzing and categorizing user generated content (UGC)

A Q&A session follows.

Webcast 786.

Important Questions Addressed by This Webcast Include:

• What’s innovative about these vendors?
• What emerging market needs do they serve?
• What are the main challenges facing each vendor?
• What key trends does the technology illustrate?
• What industry implications can be drawn from each vendor’s role?

Speakers

• David Ferris, Senior Analyst, Ferris Research. A technology analyst since 1991, David got into computer science research at Stanford University while working on a Ph.D. in philosophy. He wrote the first syndicated column in the computer industry and has since written hundreds of articles and bulletins and co-authored three books. Initially focusing on messaging technologies, David recently expanded his areas of knowledge to include compliance, archiving, content control, e-discovery, and data leak protection. He is frequently quoted in the technology and business press.
• Alyn Hockey, Director of Product Management, Clearswift. Alyn has over 17 years of experience in systems management, technical support management, and product R&D. At Clearswift, he heads a team that brings to market new technology solutions for managing and securing electronic communications on Windows/Unix platforms. He is also the product evangelist for Clearswift MIMEsweeper products and ran ThreatLab, which investigates content security threats and advises customers on how to deal with them. Before Clearswift, Alyn worked for Integralis, EDS, and Mercury Communications.
• Mark Timberlake, Business Development Manager, Isode Ltd. Mark has more than 10 years of experience in the messaging industry. Before Isode, he worked for MessagingDirect and Critical Path. Mark received a degree in computer science engineering from Warwick University in the U.K.
• Paul Remer, CEO, Keibi Technologies. Paul is an entrepreneurial executive with over 25 years of experience in management and international business development. Before joining Keibi, Paul worked at teen social network Piczo, where he became immersed in the UGC phenomenon and became familiar with the needs of participants in the social media ecosystem. Previously, Paul was a founder and CEO of Siterra, a SaaS-model enterprise software company offering asset lifecycle solutions. A graduate of The University of Santa Clara Law School, Paul retains his membership in the California Bar.

Who Is This Webcast Suitable For?

This webcast is suitable for IT planners, vendor management staff, and investors.

Sponsored by PostPath.

A Ferris Research/PostPath webinar.
Held on June 18, 2008. One hour.

Microsoft Exchange is the dominant messaging and collaboration server for in-house organizational use. However, some organizations are seeking alternatives to Exchange — perhaps because they are cost-sensitive, have a Linux strategy, or need to deploy larger mailboxes.

In this webinar, Ferris analyst Richi Jennings and Sina Miri of PostPath map the landscape for Exchange alternatives. Sina also discusses how PostPath can help. The webinar concludes with a Q&A period.

Webinar 778.

Important Questions Addressed by This Webinar Include:

• What are the most important problems/frustrations for Exchange users?
• What types of alternative are there to Exchange?
• What are the challenges associated with moving away from Exchange?
• What are the main ways Exchange alternatives mitigate the problems of Exchange?
• What are the main cost components of Exchange?
• How can Exchange alternatives reduce cost?
• How can Exchange alternatives reduce the support efforts?

Speakers

• Richi Jennings, Analyst, Ferris Research. The practice leader for spam and boundary services, Richi has been involved with messaging and collaboration technologies since 1985. His main areas of focus are Linux, security, spam, viruses and other malware, large-scale enterprise deployments, TCO, and wireless.
• Sina Miri, Director of Product Management and Marketing, PostPath. Sina has 13 years of experience in Silicon Valley. He has held various positions, including hands-on technical and product management roles, at Cisco Systems, Cypress Semiconductor, Synopsis, Bytemobile, Atempo, and PostPath.

Who Is This Webinar Suitable For?

This webinar is suitable for CIOs, IT support staff, and vendor product management staff.

Sponsored by MetaLINCS.

A Ferris Research/MetaLINCS webinar.
Held on June 4, 2008. One hour.

In-house and external legal teams understand that IT now has an important role in e-discovery, but the details of the role are often unclear. In this webinar, Ferris analyst David Ferris and Fritz Mueller of MetaLINCS discuss IT’s role and how general counsel can optimize its relationship with IT.

Topics discussed include:

• Responsibilities to be assumed by IT in e-discovery
• The most difficult problems that arise when IT and general counsel work together
• How best to explain GC’s role to IT staff
• Best practices for productive IT/general counsel collaboration
• The biggest headaches for IT in its e-discovery role

The panel also includes Conrad Jacoby, founder of efficientEDD, a consultancy specializing in e-discovery and litigation information management issues, and MetaLINCS CTO Chuck Williams. The webinar concludes with a Q&A period.

Webinar 767.

Important Questions Addressed by This Webinar Include:

• What should IT’s role be in e-discovery?
• How do you ensure that IT has the right expectations with respect to general counsel’s role?
• How do you ensure that IT and general counsel work together productively?

Speakers

• David Ferris, Senior Analyst, Ferris Research. A technology analyst since 1991, David got into computer science research at Stanford University while working on a Ph.D. in philosophy. He wrote the first syndicated column in the computer industry and has since written hundreds of articles and bulletins and co-authored three books. Initially focusing on messaging technologies, David recently expanded his areas of knowledge to include compliance, archiving, content control, e-discovery, and data leak protection. He is frequently quoted in the technology and business press.
• Fritz Mueller, Senior Director of Product Management, MetaLINCS, a Seagate company. Fritz has more than 20 years of product management and engineering experience in the computer industry and has helped define MetaLINCS’ pioneering use of analytics in e-discovery. Previously, he was the Senior Director of Product Management for Keynote Systems, where he helped create the first suite of Web site analysis services leading to an IPO. He also held marketing positions in early-stage startups NetManage and Telebit.
• Chuck Williams, Chief Technology Officer, MetaLINCS. Before joining MetaLINCS, Chuck was president of InQuira, a market and technology leader in the natural language search and self-service space. Prior to that, he was the founder and CEO of Brightware, where he created the first e-CRM packaged offering, pioneered Web self-service, and led the company to the forefront of the email customer service market. He also founded Inference, where he created the first commercial artificial intelligence products and brought the first customer service problem resolution application to market. He received a B.S. in computer science from the University of Southern California and an M.S. in information and computer science from the University of California, Irvine.
• Conrad Jacoby, founder of efficientEDD, a consultancy specializing in e-discovery and litigation information management issues. A seasoned litigator as well as a technology consultant, Conrad writes and speaks extensively on e-discovery issues. He is a long-standing member of the Sedona Conference Working Group on Electronic Document Retention and Production and co-chairs the District of Columbia Bar’s Law Practice Management Section. He received his undergraduate degree from Yale University and his law degree from the Georgetown University Law Center. He can be reached at conrad@efficientEDD.com.

Who Is This Webinar Suitable For?

This webinar is suitable for general counsel, IT support staff, and vendor product management staff.

Sponsored by MetaLINCS.

A Ferris Research/MetaLINCS webinar.
Held on May 21, 2008. One hour.

Litigation today requires that substantial amounts of electronic information be exchanged between the parties. Early on, the litigants must get together for a Meet and Confer session. There, they decide what electronic information will be exchanged between the parties, and according to what schedule.

It is important to be well prepared for the Meet and Confer session. In this webinar, Ferris analyst David Ferris and Mark Reichenbach of MetaLINCS examine what to do to be prepared. Fritz Mueller also discusses how MetaLINCS’ e-discovery software can help. The webinar concludes with a Q&A period.

Webinar 775.

Important Questions Addressed by This Webinar Include:

• What should be in the systems map?
• What type of information is likely to be considered excessively burdensome to produce?
• What questions should you ask to find out about relevant information?
• How can you reduce the costs of production?
• How are the Federal Rules of Civil Procedure likely to vary at the local level?

Speakers

• David Ferris, Senior Analyst, Ferris Research. A technology analyst since 1991, David got into computer science research at Stanford University while working on a Ph.D. in philosophy. He wrote the first syndicated column in the computer industry and has since written hundreds of articles and bulletins and co-authored three books. Initially focusing on messaging technologies, David recently expanded his areas of knowledge to include compliance, archiving, content control, e-discovery, and data leak protection. He is frequently quoted in the technology and business press.
• Mark Reichenbach, Vice President of Client and Industry Development, MetaLINCS, a Seagate company. A pioneer in the world of electronic document discovery, Mark most recently served as the Director of Merrill Lynch’s discovery and regulatory response team. He also led the organization’s legal hold and collection initiatives and was accountable for preparing its legal resources for “meet and confers” and Rule 30(b)(6) depositions. Before Merrill Lynch, Mark spent a decade delivering litigation support on electronic evidence matters to leading law firms. He has been a member of the Sedona Conference Working Group on Electronic Document Retention and Production since 2002, a faculty member for The Sedona Institute CLE programs, and a member of the Georgetown Law Center’s E-Discovery Advisory Board.
• Fritz Mueller, Senior Director of Product Management, MetaLINCS, a Seagate company. Fritz has more than 20 years of product management and engineering experience in the computer industry and has helped define MetaLINCS’ pioneering use of analytics in e-discovery. Previously, he was the Senior Director of Product Management for Keynote Systems, where he helped create the first suite of Web site analysis services leading to an IPO. He also held marketing positions in early-stage startups NetManage and Telebit.

Who Is This Webinar Suitable For?

This webinar is suitable for general counsel, IT support staff, and vendor product management staff.

Sponsored by MetaLINCS.

A Ferris Research/MetaLINCS webinar.
Held on April 30, 2008. One hour.

Litigation today requires the parties to exchange and process substantial amounts of electronically stored information (ESI). General counsel, IT, and user departments are heavily involved.

In this webinar, Ferris analyst David Ferris and Mark Reichenbach of MetaLINCS discuss the most important things to get right during electronic discovery. Topics include:

• Defining procedures to be followed when a demand is received for the production of ESI
• Identifying and preparing all system data, location and formats, archiving, backup, and restoration processes
• Planning for holds
• Installing suitable search and review technology

MetaLINCS CTO Chuck Williams also discusses how his company’s e-discovery software addresses the best practices. The webinar concludes with a Q&A period.

Webinar 774.

Important Questions Addressed by This Webinar Include:

• What are the most difficult tasks in e-discovery?
• How do you get the players working well together?
• How do you reduce the cost of e-discovery?
• How do you reduce the disruption when you are hit with a lawsuit?

Speakers

• David Ferris, Senior Analyst, Ferris Research. A technology analyst since 1991, David got into computer science research at Stanford University while working on a Ph.D. in philosophy. He wrote the first syndicated column in the computer industry and has since written hundreds of articles and bulletins and co-authored three books. Initially focusing on messaging technologies, David recently expanded his areas of knowledge to include compliance, archiving, content control, e-discovery, and data leak protection. He is frequently quoted in the technology and business press.
• Mark Reichenbach, Vice President of Client and Industry Development, MetaLINCS, a Seagate company. A pioneer in the world of electronic document discovery, Mark most recently served as the Director of Merrill Lynch’s discovery and regulatory response team. He also led the organization’s legal hold and collection initiatives and was accountable for preparing its legal resources for “meet and confers” and Rule 30(b)(6) depositions. Before Merrill Lynch, Mark spent a decade delivering litigation support on electronic evidence matters to leading law firms. He has been a member of the Sedona Conference Working Group on Electronic Document Retention and Production since 2002, a faculty member for The Sedona Institute CLE programs, and a member of the Georgetown Law Center’s E-Discovery Advisory Board.
• Chuck Williams, Chief Technology Officer, MetaLINCS. Before joining MetaLINCS, Chuck was president of InQuira, a market and technology leader in the natural language search and self-service space. Prior to that, he was the founder and CEO of Brightware, where he created the first e-CRM packaged offering, pioneered Web self-service, and led the company to the forefront of the email customer service market. He also founded Inference, where he created the first commercial artificial intelligence products and brought the first customer service problem resolution application to market. He received a B.S. in computer science from the University of Southern California and an M.S. in information and computer science from the University of California, Irvine.

Who Is This Webinar Suitable For?

This webinar is suitable for general counsel, IT support staff, and vendor product management staff.

Press conference held on April 16, 2008. One-half hour.

This press conference is designed to quickly give journalists the material they need to provide an authoritative update on spam technology. Two speakers present for 5 minutes each, followed by 15 minutes of Q&A.

Background

Ferris Research estimates that spam will cost $140 billion worldwide in 2008, of which $42 billion will be in the United States alone. Compared with Ferris’s 2007 estimates of $100 billion and $35 billion, the cost of spam has increased substantially over 12 months. This press conference by Ferris and Abaca Technology Corporation will address a number of issues relating to the proliferation of spam, including:

• Who are the spammers behind this black market, and how do they operate so successfully?
• A 95%, 96%, 97%, and even 98% spam catch rate sounds great to organizations being inundated by spam. But is such a solution really as effective as it seems on the surface?
• If the catch rate is too low to effectively eliminate spam, are we giving spammers an economic incentive to continue their attacks?
• An effective solution should result in a measurable decline in spam—and that’s not what’s happening worldwide. What’s behind the delay?
• As spam volumes continue to grow, the need for a spam filter that consistently achieves significantly more accurate filtering with very few and easily identifiable false positives becomes more urgent. Is such a solution available on the market today?
• Recipient reputation appears to be a promising new tool in the fight against spam. When incorporated into a system incorporating real-time centralized message rating, it is projected that very high levels of accuracy can be achieved. What kind of catch rate is possible?

Speakers

• Richi Jennings, Lead Analyst, Email Security Practice of Ferris Research. Richi is Practice Leader for spam and boundary services. His main interests are Linux, security, spam, viruses (and other malware), large-scale enterprise deployments, TCO, and wireless. Richi has been involved with messaging and collaboration technologies since 1985. Previously, he was CTO at Samsung Contact, where he helped launch Samsung’s “Exchange on Linux” startup. Prior to that, he was Chief Architect for OpenMail at Hewlett-Packard. Richi has a bachelor of science degree in cybernetics and computer science from Reading University, England. In addition to his role at Ferris Research, Richi is an independent technology and marketing consultant specializing in email, Linux, wireless, and computer security.
• Steve Kirsch, Founder and Chairman of the Board of Abaca Technology Corporation. Steve founded Abaca in 2005 with a vision to create the perfect email spam filter. He has been involved with the Internet and high-tech companies for more than 27 years. Since the early 80s, Steve has founded four successful technology companies. Prior to Abaca, he founded Propel Software, the leader in Internet and email acceleration. Prior to that, he founded Infoseek Corporation, which was acquired by Disney in November 1999. While at Infoseek, Steve was responsible for creating many of the company’s award-winning products, including the NetSearch service, Ultraseek Server, Infoseek Express, GO Guides, and GO Auction. Steve’s first start-up was Mouse Systems Corporation. Afterward, he founded Frame Technology, which was acquired by Adobe.

Who Is This Event Suitable For?

This press conference is for journalists and other members of the media.

Webinar held on April 9, 2008. One hour.

A retention policy is a plan for how long a type of electronic information should be retained before being deleted. Organizations vary considerably with regard to their retention policies. Some keep everything forever; others try to minimize the extent to which electronic information is stored. Organizations often define a retention policy but then ignore it in practice and retain the material indefinitely.

In this webinar, we discuss:

• Laws and regulations that affect retention policy
• Internal corporate policies that are likely to affect retention policy
• Other things to consider when determining retention policy
• How to define a retention policy (for example, who is involved and what are the responsibilities)
• The main retention policies in place today
• How retention policies are changing

The webinar concludes with a Q&A period.

Webinar 766.

Important Questions Addressed by This Webinar Include:

• How do I determine the right retention policies for my organization?
• How do I get organizational support for the policies?
• What are the main things to get right when defining retention policies?
• What are the key trends?

Speakers

• David Ferris, Senior Analyst, Ferris Research. A technology analyst since 1991, David got into computer science research at Stanford University while working on a Ph.D. in philosophy. He wrote the first syndicated column in the computer industry and has since written hundreds of articles and bulletins and co-authored three books. Initially focusing on messaging technologies, David recently expanded his areas of knowledge to include compliance, archiving, content control, e-discovery, and data leak protection. He is frequently quoted in the technology and business press.
• Richard Hoffman, Vice President of Research and Development, AXS-One. Rich has more than 20 years of experience in designing and developing enterprise application software. He is responsible for the development of AXS-One’s archiving and litigation readiness software solutions. In this role, Rich works extensively with customers’ technology and legal teams to define technology requirements that address the operational, regulatory, governance, and legal requirements for enterprise archiving and electronic records management. Prior to AXS-One, Rich worked with Computron Software and Commerce Register.

Who Is This Webinar Suitable For?

This webinar is suitable for IT support staff and vendor product management staff.

Webinar held on March 26, 2008. One hour.

Corporate policies on what electronic material should be archived are in a state of flux. There’s confusion, for a variety of reasons:

• Laws and regulations are being newly created, and it takes some years for their archiving implications to be understood.
• Corporate policies are often not followed through in practice. For example, many types of documents are supposed to be deleted after a certain period, yet many never actually are.
• Corporate legal departments push for the rapid implementation of draconian policies, which must frequently be adjusted as the implications are thought through.
• There are conflicting reasons to archive material, such as compliance, the preservation of corporate knowledge, storage management, and the need for intelligent backup and recovery. Their relative importance varies over time.

In this webinar, Bob Little of RenewData, a leading provider of e-discovery and electronically stored information risk management services, talks with Ferris analyst David Ferris about selecting the right archiving policies. Topics include:

• The pros and cons of archiving a given piece of electronic information
• Current thinking on what electronic information should and should not be archived
• The reasons for these policies
• How archiving policies are evolving

The webinar concludes with a Q&A period.

Webinar 765.

Important Questions Addressed by This Webinar Include:

• What types of electronic information should be archived?
• What should not be archived?
• How is thinking changing with regard to archive policy?
• What are the laws and regulations to consider?

Speakers

• David Ferris, Senior Analyst, Ferris Research. A technology analyst since 1991, David got into computer science research at Stanford University while working on a Ph.D. in philosophy. He wrote the first syndicated column in the computer industry and has since written hundreds of articles and bulletins and co-authored three books. Initially focusing on messaging technologies, David recently expanded his areas of knowledge to include compliance, archiving, content control, e-discovery, and data leak protection. He is frequently quoted in the technology and business press.
• Bob Little, Vice President of Marketing, RenewData. Bob is responsible for defining strategic market vision for RenewData’s next-generation electronic evidence and data migration services. He has more than 20 years of experience integrating software product capabilities with customer needs and industry trends, and has been recognized for applying technology to meet compliance requirements in life sciences, health care, financial services, corporate governance, and litigation. Before joining RenewData, Bob led Zantaz’s marketing organization and was a corporate spokesperson on the application of technology to meet compliance requirements. Previously, he was general manager of the Compliance Product Business Unit at EMC and Documentum. Bob received a bachelor’s degree in pharmacy science from Tennessee Technological University.

Who Is This Webinar Suitable For?

This webinar is suitable for IT support staff and vendor product management staff.

Webinar held on March 18, 2008. One hour.

As the success of the BlackBerry platform illustrates, email is the single most important application on most mobile devices used in business. However, providing technical support for mobile messaging is very demanding. For example, a lot of time is spent provisioning new devices, dealing with lost devices, and providing poorly integrated capabilities, such as archiving.

In this webinar, Ferris analyst Richi Jennings and Scott Young of Ensim, a leading provider of management software for unified communications and collaboration infrastructure, discuss the current state of mobile messaging support and how it is likely to evolve. Scott also presents Ensim’s automated provisioning system and explains how it simplifies mobile device support.

The webinar concludes with a Q&A period.

Webinar 762.

Important Questions Addressed by This Webinar Include:

• What are the main IT support headaches?
• How do I measure costs?
• What are some best practices?
• How is the picture likely to evolve over the next five years?

Speakers

• Richi Jennings, analyst, Ferris Research. The practice leader for spam and boundary services, Richi has been involved with messaging and collaboration technologies since 1985. His main areas of focus are Linux, security, spam, viruses and other malware, large-scale enterprise deployments, TCO, and wireless.
• Scott Young, Vice President of Product Marketing, Ensim. Scott has more than 17 years of experience working as a senior executive in technology industries, including enterprise software, Internet services, and semiconductors. Before joining Ensim, he was Vice President of Marketing at PostPath, developers of the industry’s first natively compatible alternative to Microsoft Exchange. Previously, Scott was CEO of UserLand Software as well as CTO, SVP of Products and Corporate Strategy, and SVP of Operations for Vicinity.

Who Is This Webinar Suitable For?

This webinar is suitable for CIOs, IT support staff, and vendor product management staff.

Webinar held on February 6, 2008. One hour.

Ideally, transaction agreements — from drafts to confirmation — should be able to exist purely electronically. Today, however, confirmation often requires the transfer of a fax or a paper document containing a handwritten signature. Electronic signing is possible, but it’s generally not used.

In this webinar, Ferris Research senior analyst David Ferris and RPost CEO Zafar Khan discuss the state of electronic agreement confirmation and how it is evolving. Specifically, they discuss:

• The benefits of electronic confirmation
• What legally constitutes an electronic signature
• The various techniques for signing an email and attachments
• Advantages and disadvantages of the approaches
• Preparing for future evidentiary needs
• Technology purchase considerations
• Notice provisions of contracts
• Service requirements: ensuring that email is “legally received”

Khan also presents his company’s solution for electronic signature, electronic contracting, and legal proof of email delivery and content. RPost’s registered email services provide legal and verifiable evidence of the content and time that an email has been sent and received by anyone, anywhere in the world. The event concludes with a Q&A period.

Webinar 755.

Speakers

• David Ferris, Senior Analyst, Ferris Research. David has been professionally involved with messaging and collaboration technologies since 1991. He got into computer science research as a graduate student at Stanford University and was one of the first 100 email users. He also wrote the first syndicated column in the computer industry. Since then, David has written hundreds of articles and bulletins on messaging and collaboration, and co-authored three books. A leading messaging and collaboration expert, he is frequently quoted in the technology and business press.
• Zafar Khan, CEO, RPost. Before co-founding RPost, Zafar worked with Braxton Associates/Deloitte Consulting, Goldman Sachs, a Washington D.C. trade group, and early-stage technology companies. He was one of 15 CEOs elected to participate in the U.S. Presidential Trade Mission to Chile and Peru and has been an invited speaker on the U.S. Department of Commerce-Homeland Security Cyber Security Panel. Zafar has developed two U.S. patents and in 2006 was named one of the top 100 global technology leaders by Citytech Magazine.

Who Is This Webinar Suitable For?

This webinar is suitable for IT support staff and vendor product management staff.

Webinar held on January 24, 2008. One hour.

The U.S. Federal Rules of Civil Procedure (FRCP) define procedures for U.S.-based litigation. They date from 1938 but recently have been updated to deal with electronic documents. Email is by far the most important of such documents.

There are 86 rules in all. Rule 26(f)--the Meet and Confer rule--requires the parties in a litigation to meet at an early stage to discuss the information they have and what they will share. Thus, when a subpoena arrives, organizations frequently must launch a highly disruptive emergency response project.

In this webinar, Ferris Senior Analyst David Ferris and Mark Reichenbach, Vice President of Client and Industry Development at MetaLINCS, discuss what 26(f) covers, how organizations should respond, and IT’s role. MetaLINCS CTO Chuck Williams also presents his company’s e-discovery software. The event ends with a Q&A period.

Webinar 749.

Important Questions Addressed by This Webinar Include:

• How should the Meet and Confer process be organized?
• How can it be done in the least disruptive way?
• How can organizations best prepare for future subpoenas to minimize disruptions and costs?
• In what ways is it hardest to comply with 26(f)?
• How can early case analysis tools help the Meet and Confer process?

Speakers

• David Ferris, Senior Analyst, Ferris Research. David has been professionally involved with messaging and collaboration technologies since 1991. He got into computer science research as a graduate student at Stanford University and was one of the first 100 email users. He also wrote the first syndicated column in the computer industry. Since then, David has written hundreds of articles and bulletins on messaging and collaboration, and co-authored three books. A leading messaging and collaboration expert, he is frequently quoted in the technology and business press.
• Mark Reichenbach, Vice President of Client and Industry Development, MetaLINCS. A pioneer in the world of electronic document discovery, Mark most recently served as the Director of Merrill Lynch’s discovery and regulatory response team. He also led the organization’s legal hold and collection initiatives and was accountable for preparing its legal resources for “meet and confers” and Rule 30(b)(6) depositions. Before Merrill Lynch, Mark spent a decade delivering litigation support on electronic evidence matters to leading law firms. He has been a member of the Sedona Conference Working Group on Electronic Document Retention and Production since 2002, a faculty member for The Sedona Institute CLE programs, and a member of the Georgetown Law Center’s E-Discovery Advisory Board.
• Chuck Williams, Chief Technology Officer, MetaLINCS. Before joining MetaLINCS, Chuck was president of InQuira, a market and technology leader in the natural language search and self-service space. Prior to that, he was the founder and CEO of Brightware, where he created the first e-CRM packaged offering, pioneered Web self-service, and led the company to the forefront of the email customer service market. He also founded Inference, where he created the first commercial artificial intelligence products and brought the first customer service problem resolution application to market. He received a B.S. in computer science from the University of Southern California and an M.S. in information and computer science from the University of California, Irvine.

Who Is This Webinar Suitable For?

This webinar is suitable for IT support staff and vendor product management staff.

Webinar held on December 12, 2007. One hour.

Email archiving products were first purchased to help keep mailbox sizes reasonable. While they are now also purchased for compliance purposes, storage management remains an important driver.

In this webinar, Ferris Senior Analyst David Ferris and Ron Robbins, Product Manager for Archiving Solutions at Quest, discuss storage management problems, the technology challenges for vendors, and key trends. Robbins also presents Quest’s email archiving technology, and the event concludes with a Q&A period.

Webinar 747.

Important Questions Addressed by This Webinar Include:

• What are the major storage management problems that email archiving solutions help with, today and over the next 5 years?
• What are the biggest development challenges for vendors of email archiving solutions?
• How will the storage management capabilities of email archiving products change over the next 5 years?
• What is the outlook for integrating email archiving with the archiving of other types of information?
• What key standards are relevant to email storage management?

Speakers

• David Ferris, Senior Analyst, Ferris Research. David has been professionally involved with messaging and collaboration technologies since 1991. He got into computer science research as a graduate student at Stanford University and was one of the first 100 email users. He also wrote the first syndicated column in the computer industry. Since then, David has written hundreds of articles and bulletins on messaging and collaboration, and co-authored three books. A leading messaging and collaboration expert, he is frequently quoted in the technology and business press.
• Ron Robbins, MCSE, Product Manager for Archiving Solutions, Quest Software. Ron has provided Exchange assistance to Quest’s customers and strategic partners moving from Exchange 5.5 to Exchange 2003 and 2007. He has more than a decade of experience in help desk management, systems administration, and consulting. Ron has provided Exchange consulting services to many organizations, including a Fortune 500 company, and co-authored with Microsoft an article on Exchange migration considerations. As Quest’s product manager, Robbins guides the product direction of the company’s archiving solutions.

Who Is This Webinar Suitable For?

This webinar is suitable for IT support staff and vendor product management staff.

Webinar held on November 14, 2007. One hour.

Classification is of great importance for regulations and policy compliance, e-discovery, and information leak protection. Typically, when it is determined that content falls within a category (a label such as “internal only,” “about the lawsuit with XYZ,” “porn,” or “HR policy on minority-owned business” that applies to an electric entity), specific actions are taken, such as blocking, third-party review, archiving, or encryption.

Classification may be performed manually, where the customer organization defines a taxonomy and users then choose which labels to apply. Or, more commonly, classification is determined automatically. Many vendors provide solutions in such fields as email archiving, ECM, e-discovery, information loss prevention, and content control.

In this webinar, Ferris Senior Analyst David Ferris and George Tziahanas, Vice President of Solutions for Orchestria, discuss what classification is, the main drivers for classification, the main classification approaches, the various vendors doing classification, technological challenges, and key trends. Tziahanas also presents Orchestria’s classification technology. A Q&A session follows.

Webinar 730.

Important Questions Addressed by This Webinar Include:

• Why is classification important?
• What are the relative strengths and weaknesses of manual vs. automatic classification?
• What are the main approaches to classification?
• How are automatic classification methods changing?
• How is the technology evolving?
• What are the main difficulties facing the technology?

Speakers

• David Ferris, Senior Analyst, Ferris Research. David has been professionally involved with messaging and collaboration technologies since 1991. He got into computer science research as a graduate student at Stanford University and was one of the first 100 email users. He also wrote the first syndicated column in the computer industry. Since then, David has written hundreds of articles and bulletins on messaging and collaboration, and co-authored three books. A leading messaging and collaboration expert, he is frequently quoted in the technology and business press.
• George Tziahanas, Vice President of Solutions, Orchestria. George has a broad-based background in technology and the legal industry. He came to Orchestria after serving as Vice President of Consulting at Iron Mountain and holding leadership positions with The Thomson Corporation, Proxicom, and Intel. George has written numerous white papers on information management and compliance, and speaks regularly on technology trends and their impact on corporate information environments. He holds an M.S. in molecular systematics and biological sciences and a J.D. from DePaul University, and is admitted to the bar in Illinois and the U.S. District Court for the Northern District of Illinois.

Who Is This Webinar Suitable For?

This webinar is suitable for IT support staff and vendor product management staff.

Webinar held on Wednesday, October 17, 2007. One hour.

If your organization is hit with a lawsuit, chances are you’ll have to deal with e-discovery requests. These require a timely response and can prove extremely time-consuming and expensive. Vendors are responding to this challenge with tools that support the necessary search and workflows. Vendors in this space include Attenex, CaseMap, Clearwell, Concordance, Encase, iConect, LifeNote, LiveOffice, Mimosa, Sherpa, Stratify, Summation, Symantec (Enterprise Vault), and Zantaz (EAS, Introspect).

In this webinar, e-discovery vendors LiveOffice, Sherpa Software, and Symantec concisely present their solutions, their main competitors, and their key competitive strengths. A Q&A session follows.

Webinar 729.

Important Questions Addressed by This Webinar Include:

• What types of e-discovery products are out there?
• What are the key differentiators between e-discovery products?
• How are e-discovery products being enhanced?

Speakers

• David Ferris, Senior Analyst, Ferris Research. David has been professionally involved with messaging and collaboration technologies since 1991. He got into computer science research as a graduate student at Stanford University and was one of the first 100 email users. He also wrote the first syndicated column in the computer industry. Since then, David has written hundreds of articles and bulletins on messaging and collaboration, and co-authored three books. A leading messaging and collaboration expert, he is frequently quoted in the technology and business press.
• Alan Akahoshi, Product Manager, LiveOffice. Alan is the product manager for LiveOffice’s suite of message archiving, compliance, and security services. He has nearly two decades of engineering and project management experience in the software industry. Before joining LiveOffice, Alan was program manager in Microsoft Corp.’s Exchange Hosted Services group and was responsible for the strategic development of its message encryption service.
• Marta Farensbach, Product Manager, Discovery Attender for Exchange, Sherpa Software. Marta coordinates new development by designing and implementing product improvements based on feedback from customers in a variety of e-discovery roles. She has a background in inventory and data transfer solutions and has done extensive research on the litigation support field, focusing on e-discovery processing in Microsoft Exchange environments.
• Scott Whitney, Director of Product Management for Symantec Enterprise Vault. Prior to Symantec, Scott led the product management teams at Verity, where he brought several classification and entity extraction products for the knowledge management market. He also led the product management team at Inktomi, where his team pioneered the development of the Ultraseek search engine.

Who Is This Webinar Suitable For?

This webinar is suitable for IT support staff and vendor product management staff.

Webinar held on Wednesday, October 10, 2007. One hour.

With new spam and virus formats constantly being created, anti-spam and anti-virus engines are forced to contend with PDF, Excel, and ZIP files as well as whatever new formats spammers will invent next. Rather than constantly trying to predict and analyze the next big wave of undesired email, vendors are starting to implement reputation services, which identify good and bad senders. These services offer an additional outer layer of defense that can filter out massive amounts of malicious traffic at the network perimeter.

But how useful are these services for enterprise security and overall traffic management? What benefits can reputation services offer, and what are the drawbacks? How relevant is mail IP reputation to fighting blended threats that use both email and the Web?

In this Ferris Research webinar, Amir Lev, CTO of Commtouch, a leading provider of email security technology, and Ferris Analyst Richi Jennings explain and review the latest reputation technologies: RBLs, email accreditation, reputation aggregators, domain vs. URL reputation, and dynamic reputation filtering. Amir explains how reputation services can effectively fight even the most sophisticated spammer and phishing tricks and how this new tool can be integrated as an additional layer of email and Web security.

The webinar also introduces Commtouch’s GlobalView Reputation Service and highlights its benefits for both mail and Web security. The webinar includes time for Q&A, giving participants the opportunity to ask their own questions.

Webinar 724.

Important Questions Addressed by This Webinar Include:

• What types of problems can be solved by reputation services?
• What kinds of reputation services are available?
• What are the pros and cons of each in terms of ease of integration, blocking rates, and classification errors?
• Should more than one service be used?
• How do reputation services complement other security solutions?
• How real-time do the services need to be?
• How useful are they for enterprise security and overall traffic management?

Speakers

• Richi Jennings, Analyst, Ferris Research. The practice leader for spam and boundary services, Richi has been involved with messaging and collaboration technologies since 1985. His main areas of focus are Linux, security, spam, viruses and other malware, large-scale enterprise deployments, TCO, and wireless.
• Amir Lev, CTO and co-founder, Commtouch. Amir has more than 15 years of email security R&D experience and has led Commtouch to its position as a leading provider of messaging security solutions, protecting millions of mailboxes worldwide.

Who Is This Webinar Suitable For?

This webinar is suitable for messaging managers and vendor product management staff.

Webinar held September 19, 2007. One hour.

Regulations and policy compliance, e-discovery, and information leak protection are driving demand for technologies that scan emails, instant messages, HTTP flows, static files, and other electronic content to ensure that information is used appropriately. The first product to offer this was Clearswift’s MIMEweeper; other players include Marshal, Orchestria, Proofpoint, Reconnex, SonicWALL, SurfControl, Tablus, Vericept, Vontu, Websense/PortAuthority, and Workshare.

In this webinar, some of the leading vendors in the content control market concisely present their solutions, their competititors, and what they see as their key competitive strengths. A Q&A session follows.

The session features:

• Marshal
• Nemx
• Websense

Webinar 726.

Important Questions Addressed by This Webinar Include:

• What are the main techniques used by content control products?
• What are the key differentiators between content control products?
• What are the main ways in which products are being enhanced?

Speakers

• David Ferris, Senior Analyst, Ferris Research. David has been professionally involved with messaging and collaboration technologies since 1991. He got into computer science research as a graduate student at Stanford University and was one of the first 100 email users. He also wrote the first syndicated column in the computer industry. Since then, David has written hundreds of articles and bulletins on messaging and collaboration, and co-authored three books. A leading messaging and collaboration expert, he is frequently quoted in the technology and business press.
• Bradley Anstis, Director of Research and Product Development, Marshal. Bradley is responsible for ensuring that Marshal stays on top of emerging security trends and market requirements. He joined Marshal in early 2004 in its Auckland office and moved to London and Houston with NetIQ. He returned to New Zealand to set up Marshal’s R&D center after the company’s managed buyout at the end of 2005. A 20-year veteran in the IT industry, Bradley most recently held technical management positions with Protocom Development Systems and Citrix in Asia-Pacific.
• Larry Trenwith, Vice President of Marketing, Nemx Software. Larry has more than 25 years of sales, marketing, and business management experience in the software IT environment. At Nemx, he is responsible for strategic marketing, business, and channel development. Before joining Nemx, Larry was Managing Partner for a sales and marketing consulting services company and Vice President of Sales for a corporate text search and retrieval technology that was subsequently acquired by Hummingbird.
• Saurabh Bhatnagar, Senior Product and Alliances Manager, Websense. Saurabh’s primary responsibilities include business strategy and analysis for Websense’s security products. He manages all technology alliances for Websense’s security products and evangelizes Websense solutions with customers, channel partners, and industry analysts. Saurabh joined Websense in August 2004. Before that, he held regional solutions marketing and alliance management roles with Hewlett-Packard.

Who Is This Webinar Suitable For?

This webinar is suitable for IT support staff and vendor product management staff.