Professional Documents
Culture Documents
Info-Tech Research Group, Inc. Is a global leader in providing IT research and advice. Info-Techs products and services combine actionable insight and relevant advice with ready-to-use tools and templates that cover the full spectrum of IT concerns. 1997-2013 Info-Tech Research Group Inc. Archiving
Introduction
Using archiving products to meet compliance needs, and reducing the impact of content growth on primary storage are concerns for all organizations.
This Research Is Designed For: This Research Will Help You:
Executive Summary
Info-Tech evaluated 13 competitors in the Content and Email Archiving market, including the following notable performers:
Info-Tech Insight
1. This is no longer about just email. The market is changing to meet the greater archive needs that larger organizations require today. Most products can archive from social or fileshares in addition to email and IM. 2. Cost is a real differentiator. This is a Vendor Landscape where there is a tight connection between the number of features and the cost of the product. 3. The lines between content management and archiving are blurring. Vendors are adding features that are typically offered as part of records management solutions.
Champions: CommVault has one of most balanced products with tools for both
eDiscovery and storage management.
Trend Setter Award: Proofpoint, the integration of the archiving and governance tools
that Proofpoint offers is cutting edge in this storage focused landscape.
Use this Vendor Landscape to help you complete your purchasing decision. The slides in this Vendor Landscape will walk you through our recommended evaluated vendors in this market space with supporting tools and deliverables ready for you to make your decision.
This symbol signifies when youve reached a Guided Implementation point in your project.
Guided Implementation points in the Content and Email Archiving Vendor Landscape
Book a Guided Implementation Today: Info-Tech is just a phone call away and can assist you with your evaluation. Our expert Analysts can guide you to successful technology selection. Here are the suggested Guided Implementation points for the Content and Email Archiving Vendor Landscape:
Section 1: Shortlist Assistance and Requirements Get off to a productive start: Discuss the market space and how vendors are evaluated. Decide on which deployment option suits you best and narrow down the options based on customized requirements. Section 2: RFP and Budget Review Interpreting and Acting on RFP Results: Review vendors RFPs and ensure the solution is meeting your needs. Discuss average pricing of solutions and what can fit into your budget.
This symbol signifies when youve reached a Guided Implementation point in your project.
To enroll, send an email to GuidedImplementations@InfoTech.com or call 1-888-670-8889 and ask for the Guided Implementation Coordinator.
Market Overview
How it got here
Microsofts Exchange 2013 has changed the focus from storage of emails to the need for a higher organization level of all content and communications. The market has recently refocused outside of email due to Gmail and Office 365. These cloud email providers reduce the internal impact that email has on overall storage growth. The content explosion brought about by web 2.0 tools and expanded regulatory oversight has put pressure on organizations to control and audit the corporate owned information sources. The increased need for sophisticated compliance tools such as search and sampling requires high quality indexed storage.
As the market evolves, capabilities that were once cutting edge become default and new functionality becomes differentiating. Exchange archiving has become a Table Stakes capability and should no longer be used to differentiate solutions. Instead focus on Hierarchical Storage Management and Full Text-Based Search to get the best fit for your requirements.
Content and email archive vendor selection criteria: market share, mind share, and platform coverage
The quality of the tools available through Exchange online or Exchange 2013 has changed the necessity for the thirdparty archive products. Vendors are fighting against this trend through expanding the product features and specific high compliance verticals.
For this Vendor Landscape, Info-Tech focused on those vendors that offer broad capabilities across multiple platforms
and that have a strong market presence and/or reputational presence among mid and large-sized enterprises.
ArcMail. Email archive vendor that is expanding to include additional content types.
Barracuda. Long-time provider of email services is expanding its appliance-based products to include fileshares.
CommVault. The Simpana products are widely used as part of the compliance portfolio.
EMC. EMC, as a company, has a wide variety of storage and information management products. HP. Autonomy has long been an innovator in content management and has expanded into archiving.
IBM. A top of the line enterprise supplier with the product diversity to control information and storage lifecycles.
Microsoft. The dominant email application provider that now has the archiving capabilities to compete. Mimecast. Cloud SaaS company that provides archiving capabilities for a variety of communication types.
Proofpoint. Provides a single suite of governance for email that can be extended to fileshares.
Sonasoft. Straightforward archiving tool focused on the SMB market. Sonian. Cloud SaaS provider with a wide set of content types that can be archived.
Criteria Weighting:
Usability
25%
Features
40%
10% 25%
Affordability
Affordability Architecture
Architecture
Product
60%
Viability
Strategy Reach Channel
Vendor is profitable, knowledgeable, and will be around for the long term. Vendor is committed to the space and has a future product and portfolio roadmap.
Vendor offers global coverage and is able to sell and provide post-sales support. Vendor channel strategy is appropriate and the channels themselves are strong.
40%
Vendor
Viability
20%
40%
Strategy
Channel
15%
25%
Reach
Vendor Landscape: Content and Email Archiving Info-Tech Research Group 9
CommVault
HP Proofpoint
Innovators have demonstrated innovative product strengths that act as their competitive advantage in appealing to niche segments of the market.
Emerging Players are comparatively newer vendors who are starting to gain a foothold in the marketplace. They balance product and vendor attributes, though score lower relative to market Champions.
ArcMail Barracuda Sonian Sonasoft
IBM
Mimecast
Symantec Enterprise Vault EMC
Microsoft
Symantec Evault.cloud
For an explanation of how the Info-Tech Vendor Landscape is created, see Information Presentation Vendor Landscape in the Appendix.
Vendor Landscape: Content and Email Archiving Info-Tech Research Group 10
Focus on these vendors if you require an on-premise system. Balance individual strengths to find your best fit
Product
Overall Features Usability Afford. Arch. Overall Viability
Vendor
Strategy Reach Channel
ArcMail
*The vendor declined to provide pricing and publically available pricing could not be found
For an explanation of how the Info-Tech Harvey Balls are calculated, see Information Presentation Criteria Scores (Harvey Balls) in the Appendix.
Vendor Landscape: Content and Email Archiving Info-Tech Research Group 11
Vendor
Strategy Reach
1234
Channel
HP*
*The vendor declined to provide pricing and publically available pricing could not be found
For an explanation of how the Info-Tech Harvey Balls are calculated, see Information Presentation Criteria Scores (Harvey Balls) in the Appendix.
Vendor Landscape: Content and Email Archiving Info-Tech Research Group 12
On a relative basis, CommVault maintained the highest Info-Tech Value ScoreTM of the vendor group. Vendors were indexed against CommVault performance to provide a complete, relative view of their product offerings.
Average Score: 59
100 73 70 68 67 66
59
52
90 80
35
70 60
50 40
30 20
15
*The vendor declined to provide pricing and publically available pricing could not be found
10
For an explanation of how Price is determined, see Information Presentation Price Evaluation in the Appendix.
For an explanation of how the Info-Tech Value Index is calculated, see Information Presentation Value Index in the Appendix.
Vendor Landscape: Content and Email Archiving Info-Tech Research Group 13
Table Stakes represent the minimum standard; without these, a product doesnt even get reviewed
The Table Stakes
Feature Exchange archiving Full email search Additional content types What it is:
Journaling and the option to delete email from the database for Exchange on-premise. The ability to search email content, based on using full text search as well as MIME fields. All products in this landscape have current or near-term products for at least social content.
If Table Stakes are all you need from your content and email archive solution, focus on the email archive use case scenario.
14
Advanced Features are the capabilities that allow for granular market differentiation
Scoring Methodology
Info-Tech scored each vendors features offering as a summation of its individual scores across the listed advanced features. Vendors were given one point for each feature the product inherently provided. All categories were scored based on the additive score of partial features that when combined present the complete advanced feature.
Advanced Features
Feature Content Archive What we looked for:
The ability to intelligently archive additional file types such as fileshares, social, and SharePoint.
Ability to manage additional off-site storage locations as part of the archive storage. A portal that can be used by Compliance team to own and perform all aspects of eDiscovery. Granular control of email and content to control duplicates and access during eDiscovery. The ability to take advantage of existing metadata from standard metadata types.
The ability to perform full text search as part of a larger search-based ranking. The ability to enable a consolidated archive for typical applications (CRM, ECM, ERP, WCM). The content is managed within the archive storage based on value and/or expiry. Granular control of content compression and versioning for at least email. Tools to manage compliance and storage needs including archive size and capacity projections.
Storage tools
Archive tools Content Analytics
For an explanation of how Advanced Features are determined, see Information Presentation Feature Ranks (Stop Lights) in the Appendix.
Vendor Landscape: Content and Email Archiving Info-Tech Research Group 15
Focus on these vendors if you require an on-premise system. Balance individual strengths to find your best fit
Evaluated Features
Content archive Storage eDiscovery Classifica- Metadata Advanced Application mgmt. tools tion tools reuse search integration Storage tools Archive tools Content Analytics
IBM Sonasoft
Symantec Enterprise Vault
Legend =Feature fully present =Feature partially present/pending =Feature Absent
For an explanation of how Advanced Features are determined, see Information Presentation Feature Ranks (Stop Lights) in the Appendix.
Vendor Landscape: Content and Email Archiving Info-Tech Research Group 16
For an explanation of how Advanced Features are determined, see Information Presentation Feature Ranks (Stop Lights) in the Appendix.
Vendor Landscape: Content and Email Archiving Info-Tech Research Group 17
Review which vendors provide the best value, based on the features.
All features marked Not Required will be discounted; all features marked Mandatory will be weighted higher than Optional scores.
18
Feature analysis.
19
Email is still the dominant information source. These products focus on email and are priced appropriately
Legacy email deployments still require tools to manage storage and findability.
Email archiving
2 3 4
Why Scenarios?
In reviewing the products included in each Vendor LandscapeTM, certain use cases come to the forefront. Whether those use cases are defined by applicability in certain locations, relevance for certain industries, or as strengths in delivering a specific capability, Info-Tech recognizes those use cases as Scenarios, and calls attention to them where they exist.
The appliance based approach still provides excellent value for email archiving.
Provides lightweight tools that can appropriately archive from both Exchange and Gmail.
For an explanation of how Scenarios are determined, see Information Presentation Scenarios in the Appendix.
Vendor Landscape: Content and Email Archiving Info-Tech Research Group 20
High growth rate industries need tools that are focused on separating and disposing of low value content
The value of these products is their ability to automate disposition.
2
3 4
Why Scenarios?
In reviewing the products included in each Vendor LandscapeTM, certain use cases come to the forefront. Whether those use cases are defined by applicability in certain locations, relevance for certain industries, or as strengths in delivering a specific capability, Info-Tech recognizes those use cases as Scenarios, and calls attention to them where they exist.
Symantec provides one of the most robust platforms for control of Exchange databases.
The de-duplication and single instance storage provide very good tools for controlling the growth of attachments.
For an explanation of how Scenarios are determined, see Information Presentation Scenarios in the Appendix.
Vendor Landscape: Content and Email Archiving Info-Tech Research Group 21
If you perform transactions through email, websites, or ECM, you need to manage the change from communication to record
Information can quickly change from file to record; these products handle those situations.
3
3 4
1 2 2
Email disposition
Records management
In reviewing the products included in each Vendor LandscapeTM, certain use cases come to the forefront. Whether those use cases are defined by applicability in certain locations, relevance for certain industries, or as strengths in delivering a specific capability, Info-Tech recognizes those use cases as Scenarios, and calls attention to them where they exist.
Customer communications
For an explanation of how Scenarios are determined, see Information Presentation Scenarios in the Appendix.
Vendor Landscape: Content and Email Archiving Info-Tech Research Group 22
1 2 3
eDiscovery
For an explanation of how Scenarios are determined, see Information Presentation Scenarios in the Appendix.
Vendor Landscape: Content and Email Archiving Info-Tech Research Group 23
24
Overview
CommVault is a pioneer in the archiving space. Simpana is now in its tenth edition.
Strengths
Simpana provides a variety of file and email search tools to end users. This allows low use items to be moved to the archive and still be available to end users. The additional products, such as OnePass, provide additional capabilities to manage content. The wide variety of classification tools provides IT with next generation storage management tools.
3 year TCO for this solution falls into pricing tier 2, between $2,500 and $10,000
Challenges
The separation of discovery from day-to-day management of information is better, but it is not a key differentiator from competitors. CommVault retains possession of encryption keys for client data.
$1 $2.5M+
25
The price and features are difficult to beat for most companies
Vendor Landscape
Overall Features
Product
Usability Afford. Arch. Overall Viability
Vendor
Strategy Reach Channel
Files
Messaging
External Social
Internal Social
Value Index
100
1st out of 13
Deployment Methods
Features
Content archive Storage mgmt. eDiscovery tools Classification tools Metadata Advanced search Application integration Storage tools Archive tools Content Analytics
Info-Tech Recommends:
CommVault provides the right product for organizations that have both storage needs and some compliance concerns.
Vendor Landscape: Content and Email Archiving Info-Tech Research Group 26
The IDOL search engine is still one of the premier features available to organize and find any and all content
Champion
Product: Employees: Headquarters: Website: Founded: Presence: Autonomy, an HP Company, Consolidated Archive 349,600 Palo Alto, CA hp.com 1939 NYSE: HPQ
Overview
HP has expanded use of the Autonomy platform into the records management and archiving products.
Strengths
Most comprehensive list of content types of all vendors in this space. Autonomy has a long history of organizing content based on value and usage. End-user experience will be seamless when Consolidated Archive is added to Autonomy ECM.
The vendor declined to provide pricing, and publicly available pricing could not be found
Challenges
The lack of bundling of the HP storage products and Autonomy archive products is disappointing for organizations looking to consolidate vertically. Expect this to change in 2014.
$1
$2.5M+
27
Product
Usability Afford. Arch. Overall Viability
Vendor
Strategy Reach Channel
Files
Messaging
External Social
Internal Social
Value Index
N/A
The vendor declined to provide pricing, and publicly available pricing could not be found
Deployment Methods
Features
Content archive Storage mgmt. eDiscovery tools Classification tools Metadata Advanced search Application integration Storage tools Archive tools Content Analytics
Info-Tech Recommends:
Autonomy products require a large time investment to implement and are more product than most organizations need to control content and email.
Vendor Landscape: Content and Email Archiving Info-Tech Research Group 28
Overview
Proofpoint provides a wide variety of records management level tools for archiving. Its focus is on easing compliance for clients.
Strengths
Proofpoint provides a unique encryption DoubleBlind Key Architecture that meets DoD 5015.2 certifications. Enterprise archive has a variety of tools to support the distinct roles for regulatory compliance and litigation that can be used by the compliance team for discovery without IT intervention. Proofpoint has native archive capabilities from Office 365.
3 year TCO for this solution falls into pricing tier 5, between $50,000 and $100,000
Challenges
As a cloud-based solution, Proofpoint automatically removes archived content, but does directly manage on-premise storage. The current abilities to archive from instant messaging (IM) services or social media requires a third-party application (Actiance). Proofpoint is rapidly increasing its native social and IM archiving.
$1
$2.5M+
29
Product
Usability Afford. Arch. Overall Viability
Vendor
Strategy Reach Channel
Files
Messaging
External Social
Internal Social
Value Index
73
2nd out of 13
Deployment Methods
Features
Content archive Storage mgmt. eDiscovery tools Classification tools Metadata Advanced search Application integration Storage tools Archive tools Content Analytics
Info-Tech Recommends:
Proofpoint is focused on key compliance verticals with mature compliance teams that can handle the vast tool set.
Vendor Landscape: Content and Email Archiving Info-Tech Research Group 30
Overview
IBM provides storage and information management products focused on large enterprise.
Strengths
Key partnerships with SAP, and IBMs wide product line provide the opportunity for a tightly integrated information governance platform. The addition of Office 365 and Gmail in the fall of 2013 will give IBM Content Collector a wide set of email and IM types that it can archive.
The vendor declined to provide pricing, and publicly available pricing could not be found
Challenges
The focus on large enterprise limits the innovation in the Content product lines. Content Collector is primarily focused on IBM generated content types. Organizations with limited IBM products should use caution when choosing this product.
$1 $2.5M+
31
Product
Usability Afford. Arch. Overall Viability
Vendor
Strategy Reach Channel
Files
Messaging
External Social
Internal Social
Value Index
N/A
The vendor declined to provide pricing, and publicly available pricing could not be found
Deployment Methods
Features
Content archive Storage mgmt. eDiscovery tools Classification tools Metadata Advanced search Application integration Storage tools Archive tools Content Analytics
Info-Tech Recommends:
IBM Content Collector should be evaluated by organizations heavily invested with IBM storage and content management products.
Vendor Landscape: Content and Email Archiving Info-Tech Research Group 32
Simple intuitive product that allows anywhere access to email for both end users and Compliance
Champion
Product: Employees: Headquarters: Website: Founded: Presence: Mimecast Unified Email Management 500 London, England mimecast.com 2004 Private Company
Overview
Mimecast is a SaaS company that provides a variety of services focused on email and messaging control.
Strengths
Offers a wide spectrum of archivable content types including Lync. Expanding to key consumer tools such as Skype and Dropbox. Mimecast offers several tools to control attachments for both storage and version control. The end-user and discovery UIs are simple and intuitive for either Outlook or Mimecast app users across multiple mobile platforms.
3 year TCO for this solution falls into pricing tier 6, between $100,000 and $250,000
Challenges
Does not have the breadth of messaging types that many of its competitors have. UEM has a limited ability to control storage outside of Exchange.
$1 $2.5M+
33
Product
Usability Afford. Arch. Overall Viability
Vendor
Strategy Reach Channel
Files
Messaging
External Social
Internal Social
Value Index
59
7th out of 13
Deployment Methods
Features
Content archive Storage mgmt. eDiscovery tools Classification tools Metadata Advanced search Application integration Storage tools Archive tools Content Analytics
Info-Tech Recommends:
Organizations looking to consolidate their Microsoft content in a single archive will be pleased with Mimecast.
Vendor Landscape: Content and Email Archiving Info-Tech Research Group 34
The strength of EMC archiving is the integration into your existing ECM solution
Market Pillar
Product: Employees: Headquarters: Website: Founded: Presence: EMC Documentum Record Manager 53,500 Hopkinton, MA emc.com 1979 NYSE: EMC
Overview
EMC is a leader in records management and storage management. EMC has a diverse line of products. The full 365 degree archiving solution is a combination of EMC products: SourceOne Email Archive, Kazeon, and EAS.
Strengths
Integration into any ECM platform and the related information management products provide complete coverage for large enterprises. Very granular control of retention and legal holds gives compliance a variety of tools across content types. The potential integration with EMCs mobile content management product Syncplicity provides compelling value for large organizations.
The vendor declined to provide pricing, and publicly available pricing could not be found
Challenges
The modular nature may be confusing in the absence of deep VAR understanding of your goals for the archiving products. Storage management will likely require additional EMC products.
$1 $2.5M+
35
The product is complete, but focused on information governance rather than archiving
Vendor Landscape
Overall Features
Product
Usability Afford. Arch. Overall Viability
Vendor
Strategy Reach Channel
Files
Messaging
External Social
Internal Social
Value Index
N/A
The vendor declined to provide pricing, and publicly available pricing could not be found
Deployment Methods
Features
Content archive Storage mgmt. eDiscovery tools Classification tools Metadata Advanced search Application integration Storage tools Archive tools Content Analytics
Info-Tech Recommends:
Record Manager is best suited to those organizations that are already invested in the EMC information management products.
Vendor Landscape: Content and Email Archiving Info-Tech Research Group 36
Overview
Symantec provides a variety of email and storage services for large enterprise clients.
Strengths
Product requires very little maintenance once deployed. Many clients see storage savings out-of-the-box. The modular design can provide clients with cost control as well as a large enterprise focused product. The integration with popular email security and storage back-up products can provide a powerful platform to control content and email growth.
3 year TCO for this solution falls into pricing tier 7, between $250,000 and $500,000
Challenges
The full archiving advanced features require several add-on modules unlike many of their competitors. Mid-sized clients report that support from Symantec is not as responsive as they had expected based on their investment.
$1 $2.5M+
37
Expansive product with an expensive price point, best suited for organizations with additional Symantec products
Vendor Landscape
Overall Features
Product
Usability Afford. Arch. Overall Viability
Vendor
Strategy Reach Channel
Files
Messaging
External Social
Internal Social
Value Index
8
10th out of 13
Deployment Methods
Features
Content archive Storage mgmt. eDiscovery tools Classification tools Metadata Advanced search Application integration Storage tools Archive tools Content Analytics
Info-Tech Recommends: The scalability and related products make Symantec a strong competitor in the large enterprise space.
38
Microsoft has smartly made the Exchange 2013 archive features available as a stand-alone product
Market Pillar
Product: Employees: Headquarters: Website: Founded: Presence: Microsoft Exchange Online Archiving 97,000 Redmond, WA microsoft.com 1975 NASDAQ: MSFT
Overview
Exchange Online Archiving (EOA) is a cloud-based product designed to bring simple, easy integrated archiving to the Exchange user base.
Strengths
Simple to use for any Microsoft user. The discovery center is designed for non-IT ownership and use. Automates disposition and forces organizations to make choices about which mailboxes require to be archived for more than thirty days.
3 year TCO for this solution falls into pricing tier 4, between $25,000 and $50,000.
Challenges
The product is not the least expensive in the landscape which is disappointing given the just average feature set.
$1
$2.5M+
39
EOA has more than enough archiving controls for most organizations
Vendor Landscape
Overall Features
Product
Usability Afford. Arch. Overall Viability
Vendor
Strategy Reach Channel
Files
Messaging
External Social
Internal Social
Value Index
67
5th out of 13
Deployment Methods
Features
Content archive Storage mgmt. eDiscovery tools Classification tools Metadata Advanced search Application integration Storage tools Archive tools Content Analytics
Info-Tech Recommends: Organizations staying on Exchange 2010 should look at EOA prior to looking at additional products.
40
Overview
ArcMail, which started as an appliance-based product, has moved quickly to offer services to archive cloud email and many top risk content types.
Strengths
One of the few vendors in this landscape to archive from Gmail. The multiple deployment options provide clients with options that match their needs. Defender has hierarchical storage management built into the appliance and virtual appliance to ensure the maximal storage savings.
3 year TCO for this solution falls into pricing tier 4, between $25,000 and $50,000
Challenges
May not be appropriate for large enterprise yet. The proposed tools on the roadmap will fill many current gaps. Support and sales are limited when compared to competitors.
$1
$2.5M+
41
Product
Usability Afford. Arch. Overall Viability
Vendor
Strategy Reach Channel
Files
Messaging
External Social
Internal Social
Value Index
68
4th out of 13
Deployment Methods
Features
Content archive Storage mgmt. eDiscovery tools Classification tools Metadata Advanced search Application integration Storage tools Archive tools Content Analytics
Info-Tech Recommends: ArcMail has the price point and features to meet the needs of non-profits and education verticals.
42
Overview
Barracuda has a long history of email handling moving from spam filtering to message archiving.
Strengths
Barracuda has the ability to journal from Exchange Online and Gmail. One of the few vendors that has disposition as the default. Simple system to build retention policies based on search history. This provides organizations that have highly repeated search based on request to automate the process. Barracuda can also be accessed from a native iOS or Android app.
3 year TCO for this solution falls into pricing tier 3, between $10,000 and $25,000
Challenges
Additional content types require secondary appliances. The lack of either cloud or virtual appliances is a limiting factor. Barracuda anticipates release of both a cloud and virtual appliance by end of Q1 2014.
$1 $2.5M+
43
Product
Usability Afford. Arch. Overall Viability
Vendor
Strategy Reach Channel
Files
Messaging
External Social
Internal Social
Value Index
70
3rd out of 13
Deployment Methods
Features
Content archive Storage mgmt. eDiscovery tools Classification tools Metadata Advanced search Application integration Storage tools Archive tools Content Analytics
Info-Tech Recommends: Barracuda offers email focused archive control for on-premise deployments.
44
Overview
Sonian's cloud-powered archive is focused on providing enterprises with a secure, scalable, and highly-available platform for data preservation and discovery.
Strengths
Sonian can archive all communication types that are covered by the major US regulators (FINRA, SEC, HIPAA). Sonian is available on all of the major public clouds, including AWS, Rackspace, IBM SmartCloud, Microsoft Azure, HP, and EMC. A very comprehensive and responsive set of analytics and visualizations for monitoring the archive.
3 year TCO for this solution falls into pricing tier 5, between $50,000 and $100,000
Challenges
A limited set of tools for discovery when compared to competitors. The lack of user tools for self-archiving on mobile devices is disappointing.
$1 $2.5M+
45
Product
Usability Afford. Arch. Overall Viability
Vendor
Strategy Reach Channel
Files
Messaging
External Social
Internal Social
Value Index
52
8th out of 13
Deployment Methods
Features
Content archive Storage mgmt. eDiscovery tools Classification tools Metadata Advanced search Application integration Storage tools Archive tools Content Analytics
Info-Tech Recommends: Organizations heavily invested in social media and cloud services will find a very good fit in Sonian.
46
Overview
SonaVault is a SQL based archiving product focused on the SMB market.
Strengths
Easy and flexible for organizations new to archiving. The ability to consolidate multiple domains into a single archive is very attractive to education and non-profit clients. Ease of use extends to building and implementing retention policies. Very robust search for eDiscovery at the price point. The tools and access are all defined based on pre-determined roles.
3 year TCO for this solution falls into pricing tier 3, between $10,000 and $25,000
Challenges
SonaVault can provide real benefits to Exchange servers. However for organizations with larger storage issues the gains may not be large enough. The dependency on SQL for many features may limit the speed at which Sonasoft can advance the product. This will be changed once additional search engines are added.
$1
$2.5M+
47
Product
Usability Afford. Arch. Overall Viability
Vendor
Strategy Reach Channel
Files
Messaging
External Social
Internal Social
Value Index
66
6th out of 13
Deployment Methods
Features
Content archive Storage mgmt. eDiscovery tools Classification tools Metadata Advanced search Application integration Storage tools Archive tools Content Analytics
Info-Tech Recommends: Non-profit and education sectors will find great value in SonaVault.
48
A scaled down version of Enterprise vault that provides very good control over Microsoft products
Emerging Player
Product: Employees: Headquarters: Website: Founded: Presence: Symantec Enterprise Vault.cloud 17,000+ Mountain View, CA symantec.com 1982 NASDAQ: SYMC
Overview
The re-naming of the LiveOffice acquisition to align with the Symantec product lines.
Strengths
Has a wide variety of API level integrations with popular products such as Box.com and Office 365. The quality of Symantec Enterprise Vault at a fraction of the cost.
3 year TCO for this solution falls into pricing tier 6, between $100,000 and $250,000
Challenges
Does not have as wide a set of content types that can be archived as other cloud-based archive vendors.
$1
$2.5M+
49
Product
Usability Afford. Arch. Overall Viability
Vendor
Strategy Reach Channel
Files
Messaging
External Social
Internal Social
Value Index
35
9th out of 13
Deployment Methods
Features
Content archive Storage mgmt. eDiscovery tools Classification tools Metadata Advanced search Application integration Storage tools Archive tools Content Analytics
Info-Tech Recommends: Mid or large-sized organizations looking to add an archive layer to their Office 365 offerings.
50
Identify leading candidates with the Content Archiving Vendor Shortlist & Detailed Feature Analysis Tool
The Info-Tech Content Archiving Vendor Shortlist & Detailed Feature Analysis Tool is designed to generate a customized shortlist of vendors based on your key priorities.
This tool offers the ability to modify:
Overall Vendor vs. Product Weightings Individual product criteria weightings: Features Usability Affordability Architecture Individual vendor criteria weightings: Viability Strategy Reach Channel
51
52
Appendix
1. Vendor Landscape Methodology: Overview
2. 3.
4. 5. 6.
Vendor Landscape Methodology: Product Selection & Information Gathering Vendor Landscape Methodology: Scoring
Vendor Landscape Methodology: Information Presentation Vendor Landscape Methodology: Fact Check & Publication Product Pricing Scenario
53
Info-Techs Vendor Landscapes are researched and produced according to a strictly adhered to process that includes the following steps: Vendor/product selection Information gathering Vendor/product scoring Information presentation Fact checking Publication
This document outlines how each of these steps is conducted.
54
Information on vendors and products is gathered in a number of ways via a number of channels.
Initially, a request package is submitted to vendors to solicit information on a broad range of topics. The request package includes: A detailed survey. A pricing scenario (see Vendor Landscape Methodology: Price Evaluation and Pricing Scenario, below). A request for reference clients. A request for a briefing and, where applicable, guided product demonstration. These request packages are distributed approximately twelve weeks prior to the initiation of the actual research project to allow vendors ample time to consolidate the required information and schedule appropriate resources. During the course of the research project, briefings and demonstrations are scheduled (generally for one hour each session, though more time is scheduled as required) to allow the analyst team to discuss the information provided in the survey, validate vendor claims, and gain direct exposure to the evaluated products. Additionally, an end-user survey is circulated to Info-Techs client base and vendor -supplied reference accounts are interviewed to solicit their feedback on their experiences with the evaluated solutions and with the vendors of those solutions.
These materials are supplemented by a thorough review of all product briefs, technical manuals, and publicly available marketing materials about the product, as well as about the vendor itself.
Refusal by a vendor to supply completed surveys or submit to participation in briefings and demonstrations does not eliminate a vendor from inclusion in the evaluation. Where analyst and client input has determined that a vendor belongs in a particular evaluation, it will be evaluated as best as possible based on publicly available materials only. As these materials are not as comprehensive as a survey, briefing, and demonstration, the possibility exists that the evaluation may not be as thorough or accurate. Since Info-Tech includes vendors regardless of vendor participation, it is always in the vendors best interest to participate fully. All information is recorded and catalogued, as required, to facilitate scoring and for future reference.
55
In Cumulative Scoring, a single point is assigned to each evaluated feature that is regarded as being fully present, partial points to each feature that is partially present, and zero points to features that are deemed to be absent or unsatisfactory. The assigned points are summed and normalized to a value out of ten. For example, if a particular Vendor Landscape evaluates eight specific features in the Feature Criteria, the summed score out of eight for each evaluated product would be multiplied by 1.25 to yield a value out of ten.
In Scalar Scoring, a score of ten is assigned to the lowest cost solution, and a score of one is assigned to the highest cost solution. All other solutions are assigned a mathematically determined score based on their proximity to / distance from these two endpoints. For example, in an evaluation of three solutions, where the middle cost solution is closer to the low end of the pricing scale it will receive a higher score, and where it is closer to the high end of the pricing scale it will receive a lower score; depending on proximity to the high or low price it is entirely possible that it could receive either ten points (if it is very close to the lowest price) or one point (if it is very close to the highest price). Where pricing cannot be determined (vendor does not supply price and public sources do not exist), a score of 0 is automatically assigned. In Base5 scoring a number of sub-criteria are specified for each criterion (for example, Longevity, Market Presence, and Financials are subcriteria of the Viability criterion), and each one is scored on the following scale: 5 - The product/vendor is exemplary in this area (nothing could be done to improve the status). 4 - The product/vendor is good in this area (small changes could be made that would move things to the next level). 3 - The product/vendor is adequate in this area (small changes would make it good, more significant changes required to be exemplary). 2 - The product/vendor is poor in this area (this is a notable weakness and significant work is required). 1 - The product/vendor is terrible/fails in this area (this is a glaring oversight and a serious impediment to adoption). The assigned points are summed and normalized to a value out of ten as explained in Cumulative Scoring above.
Scores out of ten, known as Raw scores, are transposed as-is into Info-Techs Vendor Landscape Shortlist Tool, which automatical ly determines Vendor Landscape positioning (see Vendor Landscape Methodology: Information Presentation - Vendor Landscape, below), Criteria Score (see Vendor Landscape Methodology: Information Presentation - Criteria Score, below), and Value Index (see Vendor Landscape Methodology: Information Presentation - Value Index, below).
56
Vendor Landscape
Innovators: solutions with below average Vendor scores and above average Product scores. Champions: solutions with above average Vendor scores and above average Product scores.
2. Each individual criterion Raw score is multiplied by the pre-assigned weighting factor for the Vendor Landscape in question. Weighting factors are determined prior to the evaluation process to eliminate any possibility of bias. Weighting factors are expressed as a percentage such that the sum of the weighting factors for the Vendor criteria (Viability, Strategy, Reach, Channel) is 100% and the sum of the Product criteria (Features, Usability, Affordability, Architecture) is 100%. 3. A sum-product of the weighted Vendor criteria scores and of the weighted Product criteria scores is calculated to yield an overall Vendor score and an overall Product score. 4. Overall Vendor scores are then normalized to a 20 point scale by calculating the arithmetic mean and standard deviation of the pool of Vendor scores. Vendors for whom their overall Vendor score is higher than the arithmetic mean will receive a normalized Vendor score of 11-20 (exact value determined by how much higher than the arithmetic mean their overall Vendor score is), while vendors for whom their overall Vendor score is lower than the arithmetic mean will receive a normalized Vendor score of between one and ten (exact value determined by how much lower than the arithmetic mean their overall Vendor score is).
5. Overall Product score is normalized to a 20 point scale according to the same process. 6. Normalized scores are plotted on the matrix, with Vendor score being used as the x-axis, and Product score being used as the y-axis.
Vendor Landscape: Content and Email Archiving
Emerging Players: solutions with below average Vendor scores and below average Product scores.
Market Pillars: solutions with above average Vendor scores and below average Product scores.
57
Harvey Balls are calculated as follows: 1. Raw scores are transposed into the Info-Tech Vendor Landscape Shortlist Tool (for information on how Raw scores are determined, see Vendor Landscape Methodology: Scoring, above).
2. Each individual criterion Raw score is multiplied by a pre-assigned weighting factor for the Vendor Landscape in question. Weighting factors are determined prior to the evaluation process, based on the expertise of the Senior or Lead Research Analyst, to eliminate any possibility of bias. Weighting factors are expressed as a percentage, such that the sum of the weighting factors for the Vendor criteria (Viability, Strategy, Reach, Channel) is 100%, and the sum of the Product criteria (Features, Usability, Affordability, Architecture) is 100%. 3. A sum-product of the weighted Vendor criteria scores and of the weighted Product criteria scores is calculated to yield an overall Vendor score and an overall Product score. 4. Both overall Vendor score / overall Product score, as well as individual criterion Raw scores are converted from a scale of one to ten to Harvey Ball scores on a scale of zero to four, where exceptional performance results in a score of four and poor performance results in a score of zero.
5. Harvey Ball scores are converted to Harvey Balls as follows: A score of four becomes a full Harvey Ball. A score of three becomes a three-quarter full Harvey Ball. A score of two becomes a half full Harvey Ball. A score of one becomes a one-quarter full Harvey Ball. A score of zero becomes an empty Harvey Ball. 6. Harvey Balls are plotted by solution in a chart where rows represent individual solutions and columns represent overall Vendor / overall Product, as well as individual criteria. Solutions are ordered in the chart alphabetically by vendor name.
Harvey Balls
Overall Harvey Balls represent weighted aggregates.
Product
Overall Features Usability Afford. Arch. Overall Viability
Vendor
Strategy Reach Channel
58
Fully present means all aspects and capabilities of the feature as described are in evidence. Fully absent means all aspects and capabilities of the feature as described are missing or lacking. Partially present means some, but not all, aspects and capabilities of the feature as described are in evidence, OR all aspects and
capabilities of the feature as described are in evidence, but only for some models in a line. 2. Feature scores are converted to Stoplights as follows: Full points become a Green light. Partial points become a Yellow light. Zero points become a Red light. 3. Stoplights are plotted by solution in a chart where rows represent individual solutions and columns represent individual features. Solutions are ordered in the chart alphabetically by vendor name. For example, a set of applications is being reviewed and a feature of Integration with Mobile Devices that is defined as availability of dedicated mobile device applications for iOS, Android, and BlackBerry devices is specified. Solution A provides such apps for all listed platforms and scores Green, solution B provides apps for iOS and Android only and scores Yellow, while solution C provide s mobile device functionality through browser extensions, has no dedicated apps, and so scores Red.
Stoplights
Green means a feature is fully present; Red, fully absent.
Features
Feature 1 Feature 2 Feature 3 Feature 4 Feature 5
Feature 6
Feature 7
Feature 8
59
Value Index
Vendors are arranged in order of Value Score. The Value Score each solution achieved is displayed, and so is the average score.
100
80
Average Score: 52
40
30 10
Those solutions that are ranked as Champions are differentiated for point of reference.
60
Price Evaluation
Call-out bubble indicates within which price tier the three year TCO for the solution falls, provides the brackets of that price tier, and links to the graphical representation.
3 year TCO for this solution falls into pricing tier 6, between $100,000 and $250,000.
8. Between $500,000 and $1,000,000 9. Between $1,000,000 and $2,500,000 10. Greater than $2,500,000
Where pricing is not provided, Info-Tech makes use of publicly available sources of information to determine a price. As these sources are not official price lists, the possibility exists that they may be inaccurate or outdated, and so the source of the pricing information is provided. Since Info-Tech publishes pricing information regardless of vendor participation, it is always in the vendors best interest to supply accurate and up to date information.
$1 $2.5M+
Info-Techs Price Evaluations are based on pre-defined pricing scenarios (see Product Pricing Scenario, below) to ensure a comparison that is as close as possible between evaluated solutions. Pricing scenarios describe a sample business and solicit guidance as to the appropriate product/service mix required to deliver the specified functionality, the list price for those tools/services, as well as three full years of maintenance and support.
Vendor Landscape: Content and Email Archiving
Scale along the bottom indicates that the graphic as a whole represents a price scale with a range of $1 to $2.5M+, while the notation indicates whether the pricing was supplied by the vendor or derived from public sources.
61
2. The analyst team establishes the various tiers of capability. For example: Presence in Americas Presence in EMEA Presence in APAC 3. The analyst team reviews all evaluated solutions and determines which ones meet which tiers of capability. For example: Presence in Americas Vendor A, Vendor C, Vendor E Presence in EMEA Vendor A, Vendor B, Vendor C Presence in APAC Vendor B, Vendor D, Vendor E 4. Solutions are plotted on a grid alphabetically by vendor by tier. Where one vendor is deemed to be stronger in a tier than other vendors in the same tier, they may be plotted non-alphabetically. For example: Vendor C is able to provide four hour onsite support to 12 countries in EMEA while Vendors A and B are only able to provide four hour onsite support to eight countries in EMEA; Vendor C would be plotted first, followed by Vendor A, then Vendor B.
Analysts may also elect to list only the most Exemplary Performers for a given use case. One to three vendors will appear for each of these purchasing scenarios with a brief explanation as to why we selected them as top-of-class.
Vendor Landscape: Content and Email Archiving Info-Tech Research Group 62
Vendor Awards
Champion Awards are presented to those solutions, and only those solutions, that
land in the Champion zone of the Info-Tech Vendor Landscape (see Vendor Landscape Methodology: Information Presentation - Vendor Landscape, above). If no solutions land in the Champion zone, no Champion Awards are presented. Similarly, if multiple solutions land in the Champion zone, multiple Champion Awards are presented.
Info-Techs Champion Award is presented to solutions in the Champion zone of the Vendor Landscape.
Trend Setter Awards are presented to those solutions, and only those solutions,
that are deemed to include the most original/inventive product/service, or the most original/inventive feature/capability of a product/service. If no solution is deemed to be markedly or sufficiently original/inventive, either as a product/service on the whole or by feature/capability specifically, no Trend Setter Award is presented. Only one Trend Setter Award is available for each Vendor Landscape. Info-Techs Trend Setter Award is presented to the most original/inventive solution evaluated.
Best Overall Value Awards are presented to those solutions, and only those
solutions, that are ranked highest on the Info-Tech Value Index (see Vendor Landscape Methodology: Information Presentation Value Index, above). If insufficient pricing information is made available for the evaluated solutions, such that a Value Index cannot be calculated, no Best Overall Value Award will be presented. Only one Best Overall Value Award is available for each Vendor Landscape.
Info-Techs Best Overall Value Award is presented to the solution with the highest Value Index score.
63
Grey clouds represent different content types that can be archived. Logos represent the most common types that clients are archiving for each category.
Files
Messaging
External Social
Internal Social
Value Index
Deployment Methods
Features Deployment options represent the different options that the vendor offers for the product Info-Tech Recommends: not necessarily the archived content.
64
Info-Tech does not provide the following: Info-Techs Vendor Landscape placement of the evaluated solution. Info-Techs Value Score for the evaluated solution. End-user feedback gathered during the research project. Info-Techs overall recommendation in regard to the evaluated solution.
Info-Tech provides a one-week window for each vendor to provide written feedback. Feedback must be corroborated (be provided with supporting evidence), and where it does, feedback that addresses factual errors or omissions is adopted fully, while feedback that addresses opinions is taken under consideration. The assigned analyst team makes all appropriate edits and supplies an edited copy of the materials to the vendor within one week for final review. Should a vendor still have concerns or objections at that time, they are invited to a conversation, initially via email, but as required and deemed appropriate by Info-Tech, subsequently via telephone, to ensure common understanding of the concerns. Where concerns relate to ongoing factual errors or omissions they are corrected under the supervision of Info-Techs Vendor Relations personnel. Where concerns r elate to ongoing differences of opinion they are again taken under consideration with neither explicit not implicit indication of adoption.
Publication of materials is scheduled to occur within the six weeks immediately following the completion of the research proj ect, but does not occur until the Fact Check process has come to conclusion, and under no circumstances are pre -publication copies of any materi als made available to any client.
65
There are 550 employees. This is segmented into three main levels: Executives (50), on-site consultants (200), and research support staff
(200) [100 additional employees are a mix of part-time and physical support that do not require email archiving]. The current mailbox size is 5GBs for the executives and on-site consultants, and 1GB for research support staff. They need email archiving for all 550 FTEs to control storage growth. They are looking to ensure regulatory compliance with their customer data for on-site consultants (200 mailboxes) that includes seven-year retention scheduling. In addition they need to deploy separate policies to the Executive mailboxes (50).
C2 currently has a data center running VMware on all servers. The storage is managed through a SAN with 50TBs. They have Windows
Server 2008 R2, SQL 2012 running in their repository. Exchange is currently four virtualized servers per CAS, running in high availability mode with a 5 DB DAG. The current set up has FOPE as the edge server. Lync 2010 server is also virtualized and integrated into Exchange services; Lync is not currently set for phone and voicemail services.
Synopsis:
450 users.
IM and email archive needs for all storage purposes. (Solution may include stubbing when appropriate.)
Approximately 1500GBs total in Exchange mailboxes. At least 10GBs of Lync data in personal PSTs.
66