Category Archives: Enterprise eDiscovery

A Series of Firsts: How X1 Sets the Standard for the New Enterprise Search Market

by Barry Murphy

The new world of IT demands that enterprise software support varying infrastructures – traditional managed data centers, the cloud, hybrid and virtual environments.  As a result, old-school approaches that once seemed logical no longer work in today’s reality.  For example, tightly-coupled search appliances that marry hardware and software together no longer meet the requirements of enterprises that need to make distributed workers more productive no matter what kind of device they are on.  It’s a new world for enterprise search and traditional solutions will have a very hard time adapting and scaling.

X1 is ready for the IT reality of always-on, virtual, cloud, and hybrid environments and business mobility.  This is evidenced by two “firsts” that X1 is proud to announce.  First, X1 is the first search application with an app publicly available in an Enterprise Mobility Management (EMM) app store.  X1 Search Mobile is available in the AirWatch marketplace.  Given the rapid move to mobile devices for work, this is no small news.  Google just announced on Friday that searching the web is now predominantly done from mobile phones.

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It’s clear, then, that enterprise search from the mobile device is now an essential requirement for business professionals.  The mobile search app is important, but what X1 is building out is much more than that.  In order to effectively deliver enterprise search from the mobile device requires having the back-end infrastructure to support full enterprise search in virtual environments.  It also requires supporting the next-generation desktop (VDI or DaaS) where the users live. X1 has uniquely mastered such back-end infrastructure with the only desktop search (VDI or otherwise) and enterprise search solution that are VMware Ready certified.

The second “first” that X1 is proud of is the listing of X1 Rapid Discovery in the Amazon AWS Marketplace.  Again, this is no small feat – this is the first enterprise-grade search and eDiscovery application to be available in the AWS Marketplace.

AWS marketplace

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Organizations storing content in AWS can now get full-featured enterprise search and eDiscovery deployed right next to their content.  And, if these organizations store other content locally, they can deploy Rapid Discovery in their own data center as well and have a single-pane-of-glass across all information no matter where it lives.

X1 will continue to provide solutions that work in the infrastructures that organizations utilize today.  The traditional approach to search will not work, but with X1, companies will have the flexibility to deploy into any environment and give users a powerful search experience on any device.  That is a powerful productivity tool – and businesses require worker productivity the same way humans require oxygen.  It is a new enterprise search market out there and X1 is uniquely positioned to lead the charge.

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Filed under Cloud Data, eDiscovery, Enterprise eDiscovery, Hybrid Search, Information Management

Amazon Re:Invent – With the Cloud, Avoid Mistakes of the Past

Last week, I had the opportunity to attend the Amazon Re:Invent conference in Las Vegas. Over 13,000 people took over the Palazzo for deep dive technical sessions to learn how to harness the power of Amazon Web Services (AWS). reinventThis show had a much different energy than other enterprise software conferences, such as VMworld.  Whereas most conferences feature a great deal of selling and marketing by the host, Amazon Re:Invent was truly more of a training show. Cloud architects spent a lot of time in technical bootcamps learning how AWS works and getting certified as administrators.

That is not to say that there was no selling or marketing going on; the exhibition hall featured myriad vendors that augment or assist with AWS deployments and solutions. The focus on the deep technical details, though, does point out the fact that we are still in the very early days of the cloud. Most of the focus of the keynotes was about getting compute workloads to the cloud – there was not a lot of mention of moving actual data to the cloud, even though that is certainly beginning to happen.  But, that is how the evolution goes. IT departments need to be comfortable moving workloads to the cloud as they begin to leverage the cloud. Building this foundation is also important to Amazon – the goal would be for many companies to completely outsource the IT data center.

It is important, however, to proactive plan for information management as more workloads and, importantly, data move to the cloud.  As the internet first emerged, companies dove into new technologies like email and network file shares only to create eDiscovery nightmares and make it virtually impossible to find information within digital landfills. It is key to learn from those mistakes rather than to repeat them when leveraging cloud-based technologies. In order to ensure both that end-users are happy with search experiences on data in the cloud and that Legal can do what they need to do from an eDiscovery standpoint. This means providing business workers with unified access to email, files, and SharePoint information regardless of where the data lives. It also means giving Legal teams fast search queries and collections. But, Cloud search is slow, as indexes live far from the information. This results in frustrated workers and Legal teams afraid that eDiscovery cannot be completed in time.

If a customer wanted to speed up search, it would have to essentially attach an appliance to a hot-air balloon and send it up to the Cloud provider so that the customer’s index could live on that appliance (or farm of appliances) in the Cloud providers data center, physically near the data. There are many reasons, however, that a Cloud provider would not allow a customer to do that:

  • Long install process
  • Challenging Pre-requisites
  • 3rd party installation concerns
  • Physical access
  • Specific hardware requirements
  • They only scale vertically

The solution to a faster search is a cloud-deployable search application, such as X1 Rapid Discovery. This creates a win-win for Cloud providers and customers alike. As enterprises move more and more information to the Cloud, it will be important to think about workers’ experiences with Cloud systems – and search is one of those user experiences that, if it is a bad one, can really negatively affect a project and cause user revolt. eDiscovery is also a major concern – I’ve worked with organizations that moved data to the cloud before planning how they would handle eDiscovery. That left Legal teams to clean up messes, or more realistically, just deal with the messes. By thinking about these issues before moving data to the cloud, it is possible to avoid these painful occurrences and leverage the cloud without headaches. At X1, we look forward to working closely with Amazon to help customers have the search and eDiscovery solutions they need as more and more data goes to AWS.

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Filed under Cloud Data, eDiscovery & Compliance, Enterprise eDiscovery, Enterprise Search, Hybrid Search, Information Access, Information Governance, Information Management

SharePoint Search: Beyond eDiscovery

by Barry Murphy

I had the pleasure of conducting a SharePoint eDiscovery webinar with Patrick Burke of Reed Smith for the OLP last week.  The subject is fascinating because finding, preserving, and reviewing SharePoint content in the litigation/investigation context can be so challenging.  The metadata users add to content (e.g. workflow tasks), the web page interface that creates more native ESI than just a document, and the decentralization of SharePoint deployments make eDiscovery for SharePoint a topic unto itself.  Often lost in this topic is the issue of end-user search of SharePoint.

When I talk about end-user search in SharePoint, most people just assume that the search functionality baked in to the product (Microsoft acquired FAST Search & Transfer several years back) is enough.  In some cases, that will be correct, but in others it does not work to give business users efficient access to information.  Some companies have standardized on SharePoint as an enterprise content management (ECM) platform while others have some departments that use SharePoint for sharing files and managing specific business processes.  In either situation, the reality is that business workers store information in multiple places – SharePoint, email, network file shares, etc.  To find that information is often a frustrating task of switching from application to application only to have a subpar search experience.

Consider the screenshot below of a search experience in SharePoint:

SharePoint blog 1

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The experience leaves something to be desired in that I have to execute several more clicks on the left to do any kind of filtering and, in the result set itself, it is very difficult to know if any of these are the document I am looking for because I can’t see the document itself.  I would need to open it first.  In addition, as a business worker, I probably don’t know if I should be looking in email, file shares, or SharePoint for the document I need.  I know I saw it somewhere, but can’t remember where.  In this search experience, if I don’t find what I am looking for in SharePoint, I now have to go search my email and then my file system.  It adds up to a waste of time.

Now, consider a unified, single-pane-of-glass approach:

SharePoint blog 2

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In this user interface, I can search across email, files, and SharePoint.  I can see a full-fidelity preview of the attachment.  I can refine on any kind of metadata.  It is a positive search experience that is helpful and allows me to be efficient.  More and more people realize now that this unified access to information is critically important. That may be why SharePoint guru Joel Oleson said, after a X1 Search 8 product demo, “the great news is seeing unified search across the variety of platforms [email, file shares, SharePoint] in a single powerful desktop product priced very reasonably.”  It’s because business workers really do need that unified interface across all information.  To be forced to move from email to SharePoint just to run a search can be frustrating and time consuming.  For SharePoint administrators, not having to worry about a user’s search experience in SharePoint is liberating.  When business workers and IT administrators are both happy, the world is a better place.

Read Joel Oleson’s complete review of X1 Search 8 here >

 

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Filed under Cloud Data, Enterprise eDiscovery, Enterprise Search, SharePoint, Uncategorized

Cloud Search: Not As Simple As You Think

By Barry Murphy

Corporations and Government agencies are moving data to the Cloud in droves.  No matter which analyst firm you look to on Cloud storage adoption, you will find consistent results:

  • Forrester Research reports that 40% of enterprises surveyed indicated they have already rolled out workloads on public clouds or have near-term plans to do so and that the number will increase to 50% this year.
  • IDC predicts that from 2013–2017 public IT cloud services will have a compound annual growth rate (CAGR) of 23.5%, five times that of the IT industry as a whole.
  • Gartner says Cloud Computing Will Become the Bulk of New IT Spend by 2016 and that spending on public Cloud services will have a CAGR of 17.7% from 2011 – 2016, with spending on Infrastructure-as-a-Service (IaaS) itself will have a CAGR of 41.3% in that time period.
  • In eDJ Group’s recent Cloud services adoption fast poll, Greg Buckles found that less than 5% of respondents reported that all information is kept on-premise on company infrastructure and cloud services are not being actively considered.

Cloud-icon_magnifying-glassNo matter where data is being stored, though, the fact remains that the ability to search that data will be critically important.  Workers still demand unified access to email, files, and SharePoint information, and they want fast-as-you-type search results regardless of where the data lives.  In addition, Legal teams require that search queries and collections execute within specific time-frames.  But, Cloud search is slow, as indexes live far from the information.  This results in frustrated workers and Legal teams afraid that eDiscovery cannot be completed in time.

Lest you think this is not a big deal, consider the following story.  When I was at eDJ, we worked with a very large enterprise client that wanted to move its collaboration system to the Cloud.  The problem was that the Cloud system the client was contracting with could not meet the Legal Department’s requirements for speed of query results and collection.  This significantly slowed down the movement to the Cloud until the client had worked with the Cloud vendor to ensure that search and collection could execute at the necessary speeds.  The delay frustrated an IT team anxious to reap the promised benefits of the Cloud and cost the project team significant man-hours.

This story highlights the need to granularly define search and eDiscovery requirements before moving data to the Cloud.  Most “cloud search” solutions pass queries through connectors, and then the Cloud vendor needs to figure out where in its vast data center the index lives, find the content, return the query result, and then the customer will need to download all the content.  The result is a slow search and another copy of the data downloaded on premise, which basically defeats the purpose of moving to the Cloud in the first place.

If a customer wanted to speed up search, it would have to essentially attach an appliance to a hot-air balloon and send it up to the Cloud provider so that the customer’s index could live on that appliance (or farm of appliances) in the Cloud providers data center, physically near the data.  There are many reasons, however, that a Cloud provider would not allow a customer to do that:

  • Long install process
  • Challenging pre-requisites
  • 3rd party installation concerns
  • Physical access
  • Specific hardware requirements
  • They only scale vertically

The solution to a faster search is a cloud-deployable search application, such as X1 Rapid Discovery.  This creates a win-win for Cloud providers and customers alike.  As enterprises move more and more information to the Cloud, it will be important to think about workers’ experiences with Cloud systems – and search is one of those user experiences that, if it is a bad one, can really negatively affect a project and cause user revolt.

 

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Filed under Cloud Data, Enterprise eDiscovery, Enterprise Search, Information Access, Virtualized Environment

Search as a Desktop Virtualization Enabler

Desktop_virtualizationby Barry Murphy

 

Too often, search is taken for granted.  When I first started doing research on eDiscovery in the cloud, the prevailing attitude was, “as long as information is searchable, eDiscovery is taken care of.”  Sadly, many organizations have learned the hard way that it is not that easy.  There is much more to search than meets the eye.  But, most organizations do not figure that out until it is too late – until search does not work in the desired manner or at the required speed.

eDiscovery is not the only area where search is overlooked and becomes an issue.  In fact, search is a critical function for today’s knowledge worker.  Despite the importance of information access, unified search of workers’ most critical assets (email, files, desktop content, and SharePoint) is not always a huge requirement of IT organizations.  It is to end-users, however, and that is one of the reasons that X1 has had such success with the Search 8 product – it has a user-friendly interface that provides simple, fast access to the information assets users need the most.

The lesson that I have taken away from being involved in the search market is that search as a standalone application may not seem sexy, but it provides a real return on investment.  It also allows organizations to ensure that investments in other technologies are optimized.  This fact can be seen especially in virtual desktop (VDI) environments.  Desktop virtualization promises many benefits: lower IT costs; streamlined administration of IT assets; and end-user flexibility in terms of accessing the desktop from anywhere.  Given the popularity of BYOD, the consumerization of IT, and the need for mobility to support telecommuting, VDI is becoming more and more important.

It is the little details of IT projects, however, that can have big impact on results.  Some organizations find that the cost savings anticipated from VDI are less than expected because of high disk resources necessary to support Windows indexing on the virtual desktop.  Or, best practice is followed and Windows indexing is turned off – and then users are unable to search for information on their desktops.  There are two possible outcomes from this, and both are bad:  either users are rendered unproductive because they cannot easily find information or they simply reject the virtual desktop and find ways around the system.

In order to ensure that VDI deployments meet expectations, organizations can build unified search into requirements early on.  At the very least, this will help to ensure that end-users are more receptive to the virtual desktop and allow them to remain productive.  Getting end-users to buy in is often half the battle when deploying new technology.  As I mentioned, though, search is often an afterthought – an issue that only comes up after a VDI deployment where end-users complain or reject the solution outright.  That is why it is important to make search a requirement early on.

When it comes to VDI environments, a good search solution must decouple the search UI from the indexing service.  Otherwise, indexing will require virtual desktop computing resources and cut into VDI cost savings.  The goal is to minimize the RAM usage and search client footprint on the virtual desktop.   It sounds simple, but traditional search solutions are not architected for this.  We at X1 are doing a webinar with Citrix on this very issue – enabling lightning-fast search in VDI environments.  The webinar is on April 10, 2014 at 1pm ET / 10am PT.  Please click here if you would like to join us to learn how to use search to enable optimization of desktop virtualization deployments.

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Filed under Desktop Search, Enterprise eDiscovery, Information Access