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Latest 7 Posts
[Off-the-Topic] Top 4 Free Cloud Storage Options in 2015
Thu, Mar 5th 2015 8
Applying machine learning to information governance
Thu, Mar 5th 2015 3
Policies for your organization’s IG strategy. Where do I start?
Thu, Mar 5th 2015 5
It’s not information governance, It’s information opportunity
Thu, Mar 5th 2015 4
Teamwork – Collaboration on In-House eDiscovery
Thu, Mar 5th 2015 5
Latest eDiscovery Reference Model Focuses on Importance of Information Governance
Wed, Mar 4th 2015 50
Charitable Spirit Abundant in Food Drive Campaign
Thu, Feb 26th 2015 35
Top 10
Latest eDiscovery Reference Model Focuses on Importance of Information Governance
Wed, Mar 4th 2015 50
Charitable Spirit Abundant in Food Drive Campaign
Thu, Feb 26th 2015 35
Managing Deleted Items in Office 365
Mon, Feb 23rd 2015 28
Advice for eDiscovery Collections
Wed, Feb 25th 2015 28
LegalTech: Sherpa expert Rick Wilson to join panel of eDiscovery speakers
Mon, Jan 26th 2015 16
Benefits of On-Demand Software Platforms
Tue, Feb 17th 2015 14
White Paper | Building Your Information Governance Roadmap (CIGP Part 2)
Mon, Jun 9th 2014 13
Off-the-topic: Top 5 iPhone apps for the “Type A” crowd
Fri, May 2nd 2014 12
[INFOGRAPHIC] Case Studies: Mail Attender for Exchange
Wed, Feb 11th 2015 12
Off-the-topic: The 17 best trip tips for a great vacation
Mon, Jul 7th 2014 10

Sherpa Software
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Recent Blog Posts
[Off-the-Topic] Top 4 Free Cloud Storage Options in 2015
Thu, Mar 5th 2015 1:15p   Mel Moraes
Since more people are using mobile devices for writing and sharing content and files, cloud storage is becoming ever more popular – specifically, cloud storage programs that utilize mobile apps as part of the program’s offerings. Why lock away your files on a computer C drive when you can have them on-the-go? Sharing files has […]
Applying machine learning to information governance
Thu, Mar 5th 2015 1:11p   Rick Wilson
At LegalTech 2015 in New York City last month, I took part in a panel discussion regarding the future of machine learning in information governance. It was encouraging to see the high degree of interest that many attendees had in the topic. For years, the legal community has been grappling with the best way to […]
Policies for your organization’s IG strategy. Where do I start?
Thu, Mar 5th 2015 1:08p   Jeff Tujetsch
Policies, specifically retention policies sound so simple, don’t they? The truth is, they are anything but simple. Once you start looking at the data you have, where it is stored, and who owns it, you suddenly realize how difficult it is to assign policies. Where is your data stored? The first hurdle with assigning policies […]
It’s not information governance, It’s information opportunity
Thu, Mar 5th 2015 1:05p   Doug Yarabinetz
Interpreting AIIM’s Executive Leadership Council Thought Paper on Information Governance In June of last year, AIIM and its Executive Leadership Council posed a series of information governance (IG) trends to 52 senior information management executives via the Information Governance Trendscape.  Subsequently, they published the results (along with a summary of the observations and recommendations) in […]
Teamwork – Collaboration on In-House eDiscovery
Thu, Mar 5th 2015 1:01p   Marta Farensbach
Collaboration is one of the critical building blocks for handling requests for eDiscovery requests for in-house talent.  Without teamwork, time, expense, stress and risk can find their way into the collection processes.  Cooperation is most desirable to avoid disruption in critical day to day business operations. There is a legally mandated duty imposed upon opposing […]
Latest eDiscovery Reference Model Focuses on Importance of Information Governance
Wed, Mar 4th 2015 5:17p   Sherpa Software
Wouldn’t it be great if implementing a strong information governance framework at your business were as simple as a software download? The reality is that information governance touches many areas of a business and requires stakeholder buy-in, policy development and enforcement, and a thorough understanding of information management. It’s both complex and difficult and that’s where […]
Charitable Spirit Abundant in Food Drive Campaign
Thu, Feb 26th 2015 1:00p   Stephanie DiPaolo
Since its founding in 2001, Sherpa Software has maintained, as one of its core values, giving back to the community.  Over the years, it has taken many forms.  We have offered our continued support to UPMC Children’s Hospital of Pittsburgh and the Domestic Violence Services of Southwestern PA (formerly known as Washington Women’s Shelter, Inc.). […]
Advice for eDiscovery Collections
Wed, Feb 25th 2015 9:32a   Marta Farensbach
Sherpa Software has a myriad of resources to help you navigate your information governance challenges, including providing sound advice for eDiscovery searches.  Highlighted below are a few offerings which focus on the collection phase of eDiscovery. 1.) Brand new is a white paper by KMWorld on the “Best Practices in eDiscovery” (downloadable here, registration required). […]
Managing Deleted Items in Office 365
Mon, Feb 23rd 2015 4:37p   Rick Wilson
If your organization has moved (or is contemplating a move) to Microsoft Office 365 email, this news could be important for you. Recently, Microsoft changed the default data retention policy on the deleted items folder to retain items indefinitely as described in this blog post: extended-email-retention-deleted-items-office-365 From an administrative point of view, this policy change […]
Benefits of On-Demand Software Platforms
Tue, Feb 17th 2015 10:39a   Mel Moraes
As advances in cloud computing have reduced concerns around the security of SaaS implementations, many organizations have begun to move toward on-demand (or more commonly referred to as SaaS) solutions that are faster, more affordable, and provide better transparency than their on-premises counterparts. What is on-premises software?  It is software that is installed and run […]
Jeff’s Recap: How was IBM ConnectED 2015?
Thu, Feb 12th 2015 5:18p   Jeff Tujetsch
Though the IBM ConnectED show was one-tenth the size as it was in its LotuSphere heyday (circa 1999-2001), it was still a very successful show for us. We were able to see quite a few customers (which we always enjoy) as well as speak to some potentially new ones. This was my 20th consecutive LotuSphere/IBM Connect/IBM […]
[INFOGRAPHIC] Case Studies: Mail Attender for Exchange
Wed, Feb 11th 2015 3:33a   Mel Moraes
When many people think of Sherpa Software, they might think of Mail Attender, since the Notes version of Mail Attender is what got the company its start in the first place. Since then, our company has expanded to what it is today, offering a number of products for a wide variety of business needs. Our Mail Attender product […]
LegalTech: Sherpa expert Rick Wilson to join panel of eDiscovery speakers
Mon, Jan 26th 2015 8:04a   Stephanie DiPaolo
Sherpa Software and Content Analyst Company (CAAT) are once again teaming up to discuss the latest trends in eDiscovery at LegalTech 2015. LegalTech, an event geared towards legal technology, affords law firms and legal departments the opportunity to “get hands-on practical information for improving their law practice management.” On February 4 from 2:00 – 3:15 […]
IBM ConnectED 2015 and Lotusphere Nostalgia
Wed, Jan 21st 2015 4:10p   Jeff Tujetsch
This will be my 20th consecutive year at Lotusphere/IBM Connect/IBM ConnectED. Wow, have things changed since my first visit in 1996! My first two years that I attended, I lived in Phoenix and I was working for InfoImage. The past 18 years, I have been attending while working for Sherpa Software. Rumor has it that […]
Avoiding Mishaps in eDiscovery Collections
Tue, Jan 20th 2015 10:12a   Marta Farensbach
Information Technology (IT) professionals are often at the forefront of in-house eDiscovery collections. These responsibilities are often thrust upon unsuspecting technical personnel with little notice, detail or even training. Because of the nature of their work, IT can be deposed or even called into court to testify about their role in gathering data for a case.  […]
[White Paper] Part 4 of Implementing an Information Governance Program is now available
Tue, Jan 13th 2015 5:12a   Rick Wilson
It’s a new year, and with the close of 2014 also comes the finale of a popular series of ours; we have just released part 4 of the Implementing an Information Governance Program white paper series. In this series, we describe a four-part proven process for undertaking an information governance project – we call that […]
Sherpa Altitude IG’s New eDiscovery Module
Wed, Jan 7th 2015 2:47p   Srinivasan Balaji
Sherpa Altitude IGTM is an on-demand platform designed to provide organizations with a comprehensive information governance solution.  This evolving platform features a hosted back-end, which offers ubiquitous administrative access – and at the same time ensures secure, on-premises enforcement for corporate data to remain in place.  Currently, Altitude IG offers data analytics, inventory and policy […]
Reducing risk with Early Case Assessment
Tue, Jan 6th 2015 7:45a   Sherpa Software
Did you know that more than 90% of all legal cases are settled prior to trial? When facing a claim from a vendor or former employee, much of your litigation costs could be spent on data analysis of eDiscovery collections and a lengthy discovery window. That’s where Early Case Assessment (ECA) software saves the day. The goal […]
The Growing Acceptance of Cloud Storage and SaaS Solutions
Mon, Jan 5th 2015 6:19p   Harvey Coblin
In many organizations, cloud computing and Software-as-a-Service (SaaS) continue to gain acceptance over on-premises server and network infrastructures. If you’re new to the term, storing data “in the cloud” simply refers to using an outside vendor to own and maintain the storage media where your data resides, as opposed to traditional in-house hosting. “Software-as-a-Service” refers […]
Searching in IBM Connections
Mon, Jan 5th 2015 6:12p   Jeff Tujetsch
Over the past decade, eDiscovery has become a required business process for all companies, no matter what the size. Although the initial focus for eDiscovery was email, it has broadened to all data types, regardless of where and how the data is stored: this includes data stored within IBM Connections. For those of you who […]
[Off-the-topic] Super Bowl halftime shows: Over the years
Mon, Jan 5th 2015 4:11p   Mel Moraes
Once upon a time, Super Bowl halftime shows weren’t the Beyonce-ridden, Bruno Mars-starring, Katy Perry-featuring shows they are today. In short, before 1991, these shows were considered boring and didn’t keep people on their couches; the show featured college marching bands and kitschy tributes to time periods or deceased singers. Needless to say, it wasn’t […]
Information Governance Insights for 2015
Mon, Jan 5th 2015 9:11a   Rick Wilson
Throughout 2014, it became clear that the mandate to implement some type of information governance (IG) initiative was a growing priority for many organizations. Sherpa Software also witnessed strong attendance at information governance-related trade show events and an increased interest in educational resources, such as our Corporate Information Governance Program (CIGP) white paper series. This […]
[INFOGRAPHIC] Case Studies: Discovery Attender for Exchange
Thu, Dec 11th 2014 4:12p   Mel Moraes
You might have read a few of our glowing case studies and testimonials of Discovery Attender, whether it be on a customer’s blog, on our Capterra review site or within the resources section of the Sherpa Software website. However, we wanted to do something different: For those of you interested in reading about how Discovery […]
How machine learning is changing information governance
Mon, Dec 8th 2014 5:12a   Sherpa Software
While machine learning sounds interesting, how does it differ from what is currently on the market? Why is this technology so important to the future success of compliance operations in your company? There is some debate over its definition, but one of machine learning’s pioneers put it like this: “Machine learning is a field of […]
Troubleshooting: Become the best technical support contact ever
Tue, Dec 2nd 2014 3:11p   Mark Slabinski
Imagine, for a moment, a common situation in any information governance (IG) program: It’s 1:00 p.m. on Thursday, and you’ve just received a request from your organization’s legal team with a page-and-a-half-full of search terms and parameters. They need this by Monday; so you jump right into it, ready to search through the marked email […]
Reminder: Archive Attender 3.5 support ending soon
Fri, Nov 7th 2014 10:12a   Marta Farensbach
Customers currently using Archive Attender version 3.5 are highly encouraged to upgrade to the current version 4.2 of the product before the support end date of December 15, 2014. As previously announced, older Archive Attender versions up to, and including 3.5 SP3, will not be patched or updated, nor will technical support be provided after […]
[Off-the-topic] Black Friday statistics and predictions: Should we start calling Thanksgiving ‘Black Thursday?’
Fri, Nov 7th 2014 10:12a   Mel Moraes
If you’re anything like me, you’re going to wake up on November 27 of this year, turn the TV on to watch the Macy’s Thanksgiving Day Parade (amid grumbles from your significant other, saying that all he/she wants to watch today is football) and get started on the turkey. Thereafter, you’ll enjoy an incredible day […]
Using Classification in your Information Governance Strategy
Fri, Nov 7th 2014 10:12a   Rick Wilson
I recently returned from the ARMA 2014 show in San Diego. Aside from a chance to visit this beautiful city, it was a great opportunity to connect with our customers and industry professionals within the records management community, and also to learn about the information governance challenges that they are facing on a daily basis. […]
Data leakage within your environment
Fri, Nov 7th 2014 9:12a   Jeff Tujetsch
Typically, when an eDiscovery request is being created, the first type of data that comes to mind is email; it is the most logical and popular place to search. Everyone uses email – and more on point, everyone keeps email. Typically, administrators have a good handle on where centralized emails reside. Obviously, live mail files […]
Potential eDiscovery implications of upcoming changes to the Federal Rules of Civil Procedure (FRCP)
Fri, Nov 7th 2014 8:11a   Harvey Coblin
It’s no secret that the eDiscovery process is time-consuming and expensive – and not just in the obvious sense, such as the costs of having legal teams and forensics experts pour through data, looking for responsive content in electronically stored information (ESI). There’s also the “hidden” costs associated with having to maintain volumes upon volumes […]
Demystifying Defensible Deletion
Thu, Nov 6th 2014 12:12p   Marta Farensbach
Defensible deletion, also known as defensible disposition, is a key component in executing an effective information governance strategy.  When properly applied, a good defensible deletion policy helps to safeguard information assets, reduce corporate risk, free-up resources and streamline operational flow. However, industry reports mirror Sherpa’s own conclusions that companies either don’t have, or don’t follow well-established defensible deletion processes. […]
Digging Deeper into Proactive eDiscovery
Wed, Nov 5th 2014 10:11a   Stephanie DiPaolo
by Mark Slabinski Proactive eDiscovery, as its name implies, is preemptively establishing a framework to handle any litigation or regulatory searches or collections before it is needed in a real world situation.  It means that tools, resources, policy and procedure will be in place well before your company has to take legally-mandated steps for compliance […]
We’ll see you in booth #932 at ARMA 2014!
Thu, Oct 23rd 2014 1:12p   Mel Moraes
This weekend, we will be attending the ARMA Live! Annual Conference and Expo. Unlike last year when we launched the KISS (Keep It Sherpa Simple) campaign and handed out 7 oz. Hershey Kisses, we’re going with a different approach. ARMA 2014 attendees – come on down and join us for our Plinko Extravaganza! Aside from […]
10 things to know about Electronic Records Management
Wed, Oct 22nd 2014 9:12a   Sherpa Software
Electronics Records Management, often referred to as ERM, or the newer Records Information Management (RIM) are an essential part of a business’ compliance effort. The ability to digitize records saves time, money and physical space, but it is not without its drawbacks, some of which include: long-term retrievability compatibility accessibility security Think about those VHS […]
Discovery Attender Features: Automatic Labels
Thu, Oct 16th 2014 4:11p   Marta Farensbach
Continuing our series on lesser known features of Discovery Attender, this article hopes to encourage users to spend some time with Automatic Labels.  Introduced back in version 3.0, this option piggy-backs onto the search process to apply a label (or tag) to any result item that matches a secondary set of criteria entered by the […]
Getting a handle on your Social Media Content
Fri, Oct 10th 2014 7:11a   Mark Slabinski
Social media represents one of the fastest growing segments of workplace communications. As sites like Facebook, Twitter and others become integrated in the day-to-day operations of a company, so too do those companies experience an increased risk. The radical transparency and expansive reach of social media can be a great tool to interact with people; […]
Preserving MRM Features in Exchange 2013
Thu, Sep 25th 2014 3:14p   Rick Wilson
Exchange 2007 was a watershed release for Microsoft’s messaging platform. Along with several new architectural features, it introduced governance capabilities in the form of Messaging Records Management (MRM). MRM was an ideal solution for many organizations that required formal oversight of their email content. By deploying managed folders, administrators could craft custom retention rules that […]
More thoughts on credit card fraud…
Fri, Sep 19th 2014 3:11p   Harvey Coblin
I read a recent New York Times article mocking Apple’s new Apple Pay system; Apple is promoting the convenience of the new system (something the Times article quite humorously calls into question), but there’s also a considerable security component to Apple’s new offering, which is something that’s been sadly lacking on credit-based transactions, at least […]
Sherpa Software offers services and solutions for Office 365
Fri, Sep 5th 2014 8:13a   Harvey Coblin
More and more lately, organizations are turning to cloud-based solutions, including hosted email. Arguably, the most popular cloud-based platform for business email is Microsoft’s Office 365. Not surprisingly, an increasing number of Sherpa Software’s customers have been migrating their email to the cloud, but still want to manage and search email just as they did […]
Running with scissors, or legacy data
Fri, Sep 5th 2014 8:13a   Marta Farensbach
A myriad of articles have been written about ‘Big Data’ – the exabytes of electronic information that is created daily, along with the rush of ever-changing technology.   This proliferation of electronically stored information (ESI) has caused a radical shift in information governance strategies that address how data is processed, categorized and stored.  Less newsworthy, but just as important, is Big Data’s older cousin legacy […]
The power of visual data
Fri, Sep 5th 2014 8:13a   Mark Slabinski
Before you can develop a clear, effective information governance strategy, you need to understand the environment where your data resides and then clarify the requirements and goals of your organization. The best way to accomplish this is with effective analysis of your electronically stored information (ESI). Once you have control and an understanding of your […]
INFOGOV14: information governance for the IT professional
Wed, Sep 3rd 2014 1:13p   Rick Wilson
I was very honored to be invited to speak at the inaugural Information Governance Conference (INFOGOV14) being held in Hartford, CT from September 8-10. In my view, this event signals the emergence of information governance (IG) as a serious stand-alone discipline and not just a component of eDiscovery or records management. It seems that the national news […]
File management: inventory and classification
Wed, Sep 3rd 2014 12:12p   Jeff Tujetsch
Emails are by far the primary target for companies performing retention policies and/or eDiscovery; in fact, many companies don’t consider other types of data when these topics are discussed. Not yet anyway.  But all companies need to be aware that emails are not their only IT risk; attachments must also be considered. Attachments within messages […]
[Off-the-Topic] Top 10 reasons why you should visit Disney World in Fall/Winter 2014
Wed, Sep 3rd 2014 12:12p   Mel Moraes
Didn’t have the time off from work for a summer vacation? Scared that the crowds would be too much for the family, especially while trying to fight through it in 90-some degree weather in a humid place like Orlando? I hear your pain, and I echo your concerns. As a former employee of Walt Disney […]
[White Paper] Part 3 of Implementing an Information Governance Program is now available
Fri, Aug 29th 2014 3:12p   Rick Wilson
Here’s something to make up for the fact that summer is abruptly ending: We have just released our part 3 of the Implementing an Information Governance Program white paper series. We know you’ve all been patiently waiting! In this white paper series, we describe a four-part proven process for undertaking an information governance project – […]
Discovery Attender 3.91 Now Available
Fri, Aug 29th 2014 9:13a   Marta Farensbach
The long awaited release of Discovery Attender 3.91 has arrived.   This new version adds features and rolls up all outstanding hotfixes for more expansive searching and collection. New features include: New data store to search including SharePoint 2013, Office 365 Online Archives (and Public Folders), and Dumpsters for Public Folders in Exchange New data dytpes to […]
How to delete a PST file: 4 steps to take
Mon, Aug 25th 2014 10:12a   Sherpa Software
PST stands for personal storage files and is also known as Outlook Data File. This file contains all of your emails, contacts, calendar, tasks and notes related to your email account in Outlook. Often times, you can find yourself with duplicate PST files either by accident, from bringing a new computer online or perhaps because you’re writing […]
MWLUG 2014
Thu, Aug 21st 2014 9:12a   Jeff Tujetsch
On Wednesday, August 27, Sherpa Software will be descending on Grand Rapids, MI for MWLUG 2014! I am looking very forward to seeing both familiar and not so familiar faces and talk about how Information Governance is affecting them. Though the phrase “Information Governance” is relatively new, our products have been governing information for 15+ […]
Proactive vs. Reactive eDiscovery: Which is best for you?
Fri, Aug 8th 2014 7:12a   Mark Slabinski
Having a good eDiscovery solution is one of the cornerstones of an effective information governance strategy. However, this is one area that many businesses still struggle with every year. According to a recent AIIM article, very few companies feel that they are prepared for the kind of full-scale eDiscovery activities that a court order might demand. […]
Discovery Attender Features: Compare Searches
Fri, Jul 25th 2014 8:11a   Marta Farensbach
As part of our series in exploring the lesser-known features of Discovery Attender, this post focuses on Compare Searches, a useful option when culling and collecting data for eDiscovery purposes. It is not uncommon to produce a set of results only to have requestors add additional keywords, expand a date range or include other criteria to find additional results […]
EDiscovery Software Basics: How & Why
Thu, Jul 17th 2014 6:12a   Stephanie DiPaolo
A 2013 Science Daily report concluded that 90 percent of all of the world’s electronic data had been created in the two years prior to the study with no sign of slowing down. Companies are completely awash in data. Now imagine that you are a company lawyer putting together a case for trial; for example, […]
Is there a place for tapes in today’s information governance strategies?
Mon, Jul 14th 2014 12:12p   Mark Slabinski
Whether hated, loved, or regarded with ambivalence, backup tapes are still a part of the information governance (IG) landscape at many organizations. Although they are rapidly being phased out in many companies, tapes are the lumbering dinosaur of disaster recovery plans; slow, physically bulky and often part of an older, unstructured backup strategy. Tracking, monitoring […]
Take me out to the ballgame
Mon, Jul 7th 2014 10:15a   Marta Farensbach
Here at Sherpa, we work hard providing information governance solutions that are reliable and affordable. But our days are not just about developing products, working with customers and writing blog articles – not at all. We like to enjoy ourselves as well;  and what better way to do so, than to take full advantage of […]
Attachments: Can’t live with them, can’t live without them
Mon, Jul 7th 2014 9:13a   Jeff Tujetsch
Email attachments. Just the very word sends shivers up and down the spines of email administrators everywhere. This is because attachments probably cause more infrastructure issues in a company’s email environment than anything else. Now,  that is not to say that attachments are bad or not useful; they serve an important purpose in every company. […]
Product centricity vs. customer centricity at Sherpa
Mon, Jul 7th 2014 9:13a   Harvey Coblin
There’s a lot of talk within marketing circles about product centricity vs. customer centricity, and this got me thinking: where is it that Sherpa Software fits? We’ve been putting out great software products (if I may say so myself) for nearly 15 years – but we’re also very solution-oriented and have long strived to provide […]
The future of information governance: What to expect
Mon, Jul 7th 2014 9:13a   Doug Yarabinetz
I posted a blog a few weeks ago to wrap up Sherpa Software’s experience at the Managing Electronic Records Conference (MER) 2014 called Murmurs of MER.  In that post, I promised to expand on several concepts that caught my attention during this enlightening event that focused a great deal of time and attention on the topic of […]
Information governance certification: AIIM vs. ARMA
Mon, Jul 7th 2014 9:13a   Rick Wilson
Those of you who read this blog regularly are aware that Sherpa has traditionally created tools that solve a particular information management challenge, such as enforcing email retention policies or performing eDiscovery. While those products have historically performed well, we’ve started addressing a new market mandate to identify, track, manage and dispose of information assets […]
Off-the-topic: The 17 best trip tips for a great vacation
Mon, Jul 7th 2014 9:13a   Mel Moraes
Something as simple as planning for a vacation has gone from hectic to convenient in the last 15 years or so; all of a sudden, we are given the privilege of user-review sites, and getting to do the research all on our own rather than meeting with a travel agent to figure out our plans. […]
Information governance and records management: A question of strategy vs. tactics
Mon, Jul 7th 2014 9:13a   Mark Slabinski
The distinction between information governance (IG) and records and information management (RIM) represents the future of corporate information management and one of the greatest challenges facing companies today. When a company wants to overhaul how it manages information, figuring out the balance between IG and RIM is often the first stumbling block. It starts with […]
Just around the corner – Discovery Attender 3.91
Mon, Jul 7th 2014 8:12a   Marta Farensbach
Currently in beta, Discovery Attender 3.91 will be released to a general audience in just a few weeks.  Included in this release are some helpful new features: Enhanced SharePoint Support Discovery Attender has supported the searching of document libraries in SharePoint 2007 and 2010 for some time. This new version extends that support to SharePoint […]
End of Support for Archive Attender 3.5
Wed, Jul 2nd 2014 2:12p   Marta Farensbach
Support for Archive Attender 3.5 will be ending on December 15th 2014.  After this date, older Archive Attender versions up to and including 3.5 SP4 will not be patched, updated, nor will support be provided by Sherpa Software. Customers currently using Archive Attender versions 3.5 and older are highly encouraged to upgrade to the current version […]
Office 365 roadmap: What to expect
Wed, Jul 2nd 2014 6:11a   Stephanie DiPaolo
Calling all Microsoft Office 365 users -Microsoft recently released the roadmap for the latest version!  To keep you informed on what to expect, check out the following list which explains the more significant changes: Apps for Excel Online and Office Preview for Word Online: Like the desktop versions of Excel and Word, apps will be coming […]
Off-the-topic: ESNet, A glimpse at future networking
Thu, Jun 26th 2014 8:11a   Nicole Barthel
There’s been some hype around network connection speed lately, specifically broadband speed. In 2011, Google released its own fiber-to-the-premises broadband service, called Google Fiber. This caused a huge splash in the world of connectivity when Fiber claimed to be “100 times faster than today’s average broadband speeds. ”1 The majority of the country has yet to see […]
White Paper | EDiscovery in an Information Governance World
Thu, Jun 26th 2014 8:11a   Marta Farensbach
Continuing our focus on Information Governance (IG), a new whitepaper is now available from Sherpa Software.  Originally introduced as a blog post eDiscovery in an Information Governance World has been expanded to provide more detail to help practitioners and others understand the role of eDiscovery in overall information management field.  Click on the button below […]
Justifications for Software Upgrades
Fri, Jun 13th 2014 9:12a   Mark Slabinski
Recently, Microsoft made waves in the corporate world by announcing that they were shuttering support for their popular operating system, Windows XP. Despite widespread adoption of Windows 7 in recent years (with 54% of current OS market share), the now decade-old XP still clocks in at second with 19% market share. Many companies around the world using XP as their main OS find themselves scrambling to either upgrade their systems or leave themselves at risk for security breaches. So, how does th
White Paper | Building Your Information Governance Roadmap (CIGP Part 2)
Mon, Jun 9th 2014 12:15p   Rick Wilson
The first part of this series introduced the topic of information governance (IG) and underscored the importance of viewing information as a valuable corporate asset that must be tracked, managed and disposed of at the end of its useful life. In order to institute that oversight, using a structured methodology such as Sherpa’s Corporate Information Governance Program (CIGP), was suggested. The CIGP outlines four phases that can be used to plan and execute your governance program. In this white
Discovery Attender: A glowing recommendation
Tue, Jun 3rd 2014 10:14a   Mel Moraes
We were very pleased to see that David Cowen, a known blogger for his “Hacking Exposed: Computer Forensics Blog” writings, has both downloaded our free trial of Discovery Attender and blogged about it as a product recommendation for eDiscovery solutions. His write-up included the following: If you are like me then searching, de-duplicating and producing email for review is one of the banes of your existence. You would think that such a fundamental task would have been solved in the
Murmurs of MER 2014 (Managing Electronic Records)
Wed, May 28th 2014 1:11p   Doug Yarabinetz
Deep breath….and exhale. I just returned from a quick and jam-packed visit to the windy city for the Managing Electronic Records (MER) 2014 show, and thought I would share a few MER murmurs, post-show fashion. This year marked the 20th anniversary of the MER conference, but it happens to be the inaugural event for both myself and for Sherpa Software. We sent a fairly-sized delegation to represent, based in part on the very targeted audience. This is a group of individuals at the higher en
Best (but not most followed) practices
Wed, May 21st 2014 10:11a   Mark Slabinski
Best practices often fall by the wayside when programs are implemented quickly, and then immediately run with little consideration toward training or documentation. Proactive maintenance and correct usage of features can help dramatically reduce the amount of time and energy spent on unnecessary actions. I’ve put together a list of common issues that users can likely encounter in three of our products when best practices are not followed. In Archive Attender, the best practice is to maintain
Information Governance: What IT professionals need to know
Fri, May 16th 2014 1:15p   Rick Wilson
EDiscovery and computer forensics expert Karen Schuler, along with Rick Wilson, VP of Strategy & Solutions at Sherpa Software and an AIIM-Certified Information Governance Practitioner, discuss the fundamentals of what a good information governance strategy should include. The video below will provide you with a better understanding of the key roles that IT professionals play in delivering corporate-wide governance initiatives and managing eDiscovery efforts. In this webinar archive, Schul
Sherpa Software shares industry expertise, best practices for information governance at MER 2014
Thu, May 15th 2014 1:11p   Mel Moraes
Join Sherpa Software and other records management professionals at Managing Electronic Records 2014 in Chicago Sherpa Software will be sharing industry experience and best practices as they demonstrate their information governance solutions at the upcoming Managing Electronic Records (MER) conference. For the first time this year, Sherpa Software will be on site at MER with their leading industry experts. Attendees can stop by and chat with Rick Wilson, an AIIM-Certified Information Governance
Why use an Enterprise Social Network?
Fri, May 2nd 2014 10:12a   Denny Russell
‘Social’ is not a fad or the latest buzzword (although the word may disappear sooner than some think), but really a way of getting work done. For those that have been around for a while, think about when email started; I know I personally installed a IBM Lotus Notes 4.0 server back in 1996 to get a company up and running on email.  It was crazy at the time to think how we could ‘communicate’ with those in the office and clients or business partners around the globe. It o
Reducing the cost of email management
Fri, May 2nd 2014 9:12a   Jeff Tujetsch
What is email management? That is a question that will evoke many different answers, but the common theme would be that it involves the automatic deletion and/or archiving of messages. That seems like a valid statement – but the fact is, email management is more than deleting or archiving messages that have reached a certain age. Actually, it is much more than that, especially when you are talking about the cost of email management. Email management is the process of administering anything
Information Governance vs. Records Management – Is there a Difference?
Fri, May 2nd 2014 9:12a   Denny Russell
I often hear clients make statements much like this one: “We already manage the documents in our environment, so we don’t need to worry about information governance (IG), right?” It’s easy to either confuse these two types of programs or, in some cases, believe they are synonymous. For those new to the topics of governance, risk and compliance, it’s hard to keep new terminology straight. Many clients believe that a sound records management program implies informatio
Understanding Policy-Driven Information Governance
Fri, May 2nd 2014 9:12a   Rick Wilson
I recently attended AIIM 2014, the annual conference staged by the Association for Information and Image Management. As an attendee at this event (which included IT, business and records management professionals), I witnessed a growing awareness: forming a comprehensive information governance (IG) strategy can pay huge organizational dividends in the form of improved storage management, lower eDiscovery costs, better information privacy controls and reduced risk. Implementing an information go
Cloud Computing: Is the Risk Worth the Reward?
Fri, May 2nd 2014 9:12a   Marta Farensbach
These days, marketers and media alike are focusing their attention on the “cloud” creating a lot of interest and buzz.  But what exactly is the “cloud”? This term is sometimes used as a metaphor for the Internet  as a whole.  In business, it really refers to the software platforms and infrastructure delivered as services via the Internet.  In some ways, almost every organization is operating in the cloud already.  Websites, social media, email, online meetings and video calls are al
From LotusScript to Java: Part 3
Fri, May 2nd 2014 9:12a   Grant Lindsay
Last time, we covered some Java basics: Java is case-sensitive. This is just something you will need to get used to, even if it does seem restrictive at first. Java is object-oriented. This should not be too difficult for most LotusScript developers, since we use classes and objects all the time in accessing Domino data. There is a “Java Way” of doing things. There is a lot to learn here, but the reward is (hopefully) worth the journey, and you do not need to get it all at once; one step at
Understanding Sarbanes-Oxley (SOX)
Fri, May 2nd 2014 9:12a   Harvey Coblin
Interest in corporate governance, and more specifically information governance, has been on the rise following major corporate scandals that led to the collapse of such major companies as Enron, WorldCom and Tyco. Enron, an energy and natural resources producer, claimed revenue of more than $100 billion in 2000. By 2001, however, it came to light that the company’s reported financial condition was the product of a deliberate and sustained accounting fraud, leading to a bankruptcy that shocked
Off-the-topic: Top 5 iPhone apps for the “Type A” crowd
Fri, May 2nd 2014 9:12a   Mel Moraes
Are you a little “Type A?” If so, you might’ve heard people tell you this, and you may have laughed a little at the idea, or even just shrugged it off as a joke. It’s a real thing, though. As a Type A person myself, I possess every single quality that has been associated with this group: tendencies for high stress levels, perfectionism, irritation from distractions and impatience for incompetence. I hate waiting in lines. I’m an overachieving workaholic. I have a competitive side. I’
Discovery Attender Features: Custom Exceptions
Thu, May 1st 2014 3:15p   Marta Farensbach
This article is the latest in our series exploring the lesser-known features of Discovery Attender.  This time we are focusing on Custom Exceptions, a feature which is a useful aid in auditing and reporting on undesirable items based on file type.   Also called Create Your Own Exception, this functionality was introduced in version 3.90 to help users audit and handle documents that are not searched.   For example, if a user wants to ignore all media and program files but needs to track a
[INFOGRAPHIC]: MEC 2014 Attendee Survey Results
Tue, Apr 29th 2014 12:12p   Mel Moraes
Last month, we sent a few of our representatives to the Microsoft Exchange Conference (MEC 2014). We had a great experience (you can read our recap here) and met a nice amount of attendees; we asked these attendees a few questions about their business needs in a survey conducted at our booth 204. Below, you’ll find this information compiled in an infographic. (CLICK the graphic to enlarge) Feel free to share this infographic with colleagues and other MEC attendees, and don’t forget
Off-the-topic: College classes for free
Thu, Apr 24th 2014 6:12a   Harvey Coblin
OK, way off-topic this month, but I’ve got a subject that (hopefully) many of you will find interesting. My wife actually discovered www.Coursera.org, an online education site that offers college-level classes for free. I’ve been signing up for classes and have definitely been converted into a fan for life. I’ve also shared this website with colleagues, who I’ve found to be pretty enthusiastic about using it. The actual courses are not provided by Coursera itself, but by member unive
The crossroads between Information Governance and Healthcare
Tue, Apr 22nd 2014 12:11p   Mark Slabinski
We have all sat in a doctor’s office waiting room before, looking around for something to pass the time. Perhaps while waiting, your eyes may have drifted over to a wall of filing cabinets, with stacks upon stacks of folios dedicated to the hundreds, if not thousands, of patients a doctor may treat over the course of his or her career. In the wake of the digital revolution,  these stacks of documents are slowly being converted to electronic format, and the healthcare industry as a whole has b
AIIMed for Greatness: My AIIM 2014 Conference Recap
Wed, Apr 9th 2014 11:12a   Rick Wilson
I recently returned from AIIM 2014, the annual conference staged by the Association for Information and Image Management, and I have to say, it was a great experience! Right from the opening keynote by well-known industry pundit Guy Kawasaki, AIIM 2014 signaled that it would be a much different event for IT professionals than, for example, Microsoft’s annual TechEd show. Kawasaki’s topic was “Enchantment,” and he eloquently guided us through some basic rules for enchanting coworkers, cus
How the heck was MEC (Microsoft Exchange Conference)?
Tue, Apr 8th 2014 3:12p   Doug Yarabinetz
Another Microsoft Exchange Conference (MEC) has come and gone, leaving critics divided.  Like any event, both pros and cons could be highlighted. In my opinion, MEC not only picked a great city in Austin, Texas, but they scheduled perfect weather, planned and coordinated some pretty cool events, had an adequate number of staff on-hand to answer questions and even managed to give every attendee a Dell Venue tablet. OK – that last one is an easy way to persuade the audience to say nice thin
White Paper: 7 Keys to a Successful IBM Connections Deployment
Thu, Apr 3rd 2014 2:15p   Denny Russell
Companies spend a lot of time evaluating different platforms when selecting their enterprise social software, but few take the time to worry about how to effectively put it into production. We’ll take a look at best practices for successfully rolling IBM Connections out to users within organizations. I’m not referring to the technical specifications required for setting up and installing the system, I’m referring to the end-user experience. Getting your users to implement and love the
White Paper: Implementing an Information Governance Program
Thu, Apr 3rd 2014 12:11p   Rick Wilson
In today’s world of interconnected devices and ubiquitous connectivity, many of us are engaged as knowledge (or information) workers – routinely creating, processing or disseminating information as our primary job function. As a result, information has become an essential corporate asset. If you accept the assertion that information is an asset, then like any other corporate asset, information must be tracked, managed and disposed of at the end of its useful life. Instituting this type
Policy-Driven Information Governance: The Ultimate Guide
Fri, Mar 28th 2014 10:11a   Stephanie Sheaffer
Is your organization ready to face the increasing demands to manage data and associated risks?  Your information assets are sensitive, confidential and call for a policy-driven solution to automate enterprise content management.  How will you deal with information identification, retention, protection, privacy, security and eDiscovery requirements? This document covers the following: What is information governance? Locating your data pain points. Researching options and organizations. Creatin
Discovery Attender as an investigative tool
Tue, Mar 25th 2014 6:12a   Marta Farensbach
A common Discovery Attender question is whether or not it works as ”investigation software.”   While the most common deployment for this application is assisting electronic discovery (litigation) or answering FOIA requests, Sherpa Software has a number of customers who use Discovery Attender primarily for the purposes of internal investigations.  So, the answer to that question is, “yes.”   However, for novices in this field, there are some very important considerations to keep in m
Make Your Office 365 Migration A Walk In The Clouds At MEC 2014
Thu, Mar 20th 2014 9:12a   Mel Moraes
Keep it Sherpa Simple: KISS your data struggles goodbye Sherpa Software will be sharing industry experience and best practices as they demonstrate their Microsoft Exchange solutions at the upcoming Microsoft Exchange Convention (MEC) 2014 in Austin, Texas. The increasing popularity of Office 365 has created many challenges when it comes to data migration. Sherpa Software can help make your migration a walk in the clouds with attachment management, content filtering, public folder management a
Understanding HIPAA
Wed, Mar 19th 2014 12:11p   Harvey Coblin
Here at Sherpa, we’re frequently contacted by organizations looking to learn more about complying with federal regulations, such as HIPAA or Sarbanes-Oxley. HIPAA, the Health Insurance Portability and Accountability Act, was enacted in 1996 to ensure the protection of patient privacy. Foremost, it also provides the right for patients to access their medical records, as well as preventing (in most circumstances) healthcare providers from sharing sensitive patient information without the patient
What is eDiscovery and why should anyone care?
Tue, Mar 11th 2014 8:13a   Mark Slabinski
Trying to explain the purpose of eDiscovery can be a daunting task; just a few weeks ago I’d be hard-pressed to provide an adequate explanation. After working at Sherpa these past few months however, I have come to acknowledge just how important it is to an organization to have a firm grasp of eDiscovery solutions. Put yourself, for a second, in the shoes of a frazzled employee, suddenly in charge of finding a piece of information that could save your company in a massive litigation case; you
4 B2B marketing trends to love in 2014
Mon, Mar 10th 2014 11:15a   Mel Moraes
Times are a-changing, and it’s no longer a simple battle between companies (specifically, their marketing departments) to have the best showing at trade shows, the most magazine editorial features, the flashiest website and the highest number of followers on social media – it is much, much more than that. More and more B2B marketers are catching on by utilizing e-blasts and e-newsletters, taking advantage of marketing automation programs and creating effective SEO strategies, but there still
EDiscovery in an Information Governance World
Fri, Mar 7th 2014 1:12p   Marta Farensbach
When looking over commentary from electronic discovery experts in the past few years, it becomes apparent that there is now greater emphasis on eDiscovery as part of a complete ”Information Governance” (IG) picture.  The management of corporate information at an enterprise level is far from new; in fact, organizations of all sizes have been employing strategies to deal with vast amounts of data well before electronically stored information subsumed its hardcopy counterparts.  However, many
Get ready to MECs it up!
Fri, Mar 7th 2014 1:12p   Doug Yarabinetz
They say you don’t realize what you have until it’s gone; this certainly goes true for more than a thousand Exchange and Office 365 professionals, enthusiasts and developers who returned to the Microsoft Exchange Conference (MEC) two years ago after the conference took a whole 10 year hiatus.  This year, we head to Austin, Texas for another round of unparalleled access to hands-on training with hundreds of educational breakouts, interactive sessions with industry leaders and evening network
Four considerations when managing emails
Fri, Mar 7th 2014 1:12p   Jeff Tujetsch
When you hear the term “email management,” what does that mean to you? My guess is that in  asking that question to different IT groups either within the same company or different companies, I would receive many different responses. In this article, I will do my best to explain it as generically as possible, though I will sprinkle in some Domino-specific examples, since that is the foundation of my email management experience. Probably the first thing that comes to mind is managing the
Wildcards, Phrases, and Other Search Syntax Sundries
Fri, Mar 7th 2014 1:12p   Harvey Coblin
At Sherpa Software, we strive to make our products easy and intuitive, but we still get calls from customers wanting help crafting their keyword search syntax. The key things to understand are the differences between the Word List (Any), Word List (All), and Search Expression options. For simple searches, the Word List options are the way to go: Words or phrases are entered one per line; phrases do not need to be contained within quotation marks, and the asterisk functions as a wildcard. As the
From LotusScript to Java: Part 2
Fri, Mar 7th 2014 1:12p   Grant Lindsay
Re-cap I previously promised a series for IBM Developers on moving from LotusScript to Java. This is the second installment of that series. It was delayed due to something called, “work,” and another thing called, “IBM Connect 2014,” which for me is also a subset of “work.” Things have settled down and we can now get started. For our start, I will go over some basics of Java in the context of what you, as a LotusScript developer, are familiar with and I will get into the development
Elements of an effective information governance strategy
Fri, Mar 7th 2014 12:12p   Rick Wilson
Recently, I’ve been investigating ARMA certification as an Information Governance Professional (IGP). Needless to say, there is a substantial amount of material outlined in the DACUM curriculum for that program, but I’ve learned that there are a series of core elements common to effective information governance programs. For the purposes of this discussion, I am defining information governance as: “An accountability framework that encourages desirable behavior in the valuation, creation,
Social Business: What’s the ROI?
Fri, Mar 7th 2014 12:12p   Denny Russell
Whether you’re promoting your company’s products & services or getting your employees to share information and collaborate, being social will help you grow as a company. Employees will be more engaged, happier and more productive. You’ve read that last line a hundred times by now in other articles but I truly believe that.  The social business is a more engaged and more productive group.  No doubt about it.  But the big question remains, ‘how does that affect the b

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