BEST PRACTICES FOR LONG-TERM RETENTION AND PRESERVATION OF ELECTRONICALLY STORED INFORMATION (ESI)

Date & Time:  Monday August 6, 2007 1 PM

Compliance requirements such as HIPAA or SEC-17a-4 and legal requirements such as the recent changes in the FRCP have catalyzed the need for long-term retention of electronically stored information (ESI). What is long term? The consensus answer is more than 15 years. How does your organization handle the multiple logical and physical migrations that are necessary over this period of time and yet assure readability, availability, and integrity of the information? Is retention in excess of 15, 30, 50 or even 100 years practical given the exponential growth of ESI in your organization? The practices for long-term preservation have two key domains, ingestion practices and storage practices. This tutorial will combine best practices in both areas to give you the tools to improve your long term retention and preservation methods.

Participants will be provided with reference materials and worksheets.

Learning Objectives

  • How to create an effective long-term retention and preservation strategy
  • How to utilize best practices in information classification to cope with the volumes of information being retained
  • How to cost-effectively meet compliance regulations in a managed long-term electronic archive repository
  • How to meet the requirements for logical and physical migration to retain readability and integrity over long retention periods

Instructors

  • Kevin Joerling, CRM & Manager of RIM Content and Standards for ARMA International
  • Rob Peglar, Co-Chair SNIA Long-Term Archive and Compliance Storage Initiative (LTACSI) and VP Technology for Xiotech
  • Gary Zasman, WW Practice Director - Network Appliance, Co-Chair SNIA 100 Year Archive Task Force
  • Peter Mojica, Co-Chair SNIA 100 Year Archive Task Force and VP Prod Strategy and Management for AXS-One


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