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Michael Francis

Simple-Talk Exchange Editor

  • See, Manage, Relax

    Posted Tuesday, July 27, 2010 2:25 PM | 0 Comments

    There's no rest for the wicked. Or the SysAdmin, it seems. Either your infrastructure is evolving, your pesky users are throwing spanners in the works, or your first visit to a new client reveals a mind-bending mess of policies and PST files which would make M.C Escher's head spin.

    Take a moment and ask yourself how much time you spend just trying to figure out what your Exchange environment looks like, who has the largest mailboxes, and where in your network PST files have been squirreled away. Then consider how tedious it is to deal with that mess manually (or worse still, imagine the pain of relying on users to help you out - just ask Sean Duffy.)

    You can tackle both of these mind-numbing tasks quickly & easily with two free tools from Red Gate. The Exchange Mailbox Sizer tool (which was built in a week by caffeine-fuelled geniuses) will tell you the size and structure of your information stores, complete with detailed visual breakdowns of the data, and then it will show you how much space you could save by archiving. This is vital information when you're in front of managers. Next, the PST Importer tool (built by the same team, and currently in EAP) will tell you exactly where on your network PST files are stored, and help you to smoothly take control of them with minimal impact on your network and users.

    These are two key components for making the life of a SysAdmin hassle-free. Between them, they'll let you examine and manage your Exchange environment with a minimum of fuss, and for the best price around - nothing.

  • 2010 Pseudo-Archiving

    Posted Monday, July 05, 2010 8:12 PM | 0 Comments

    You've probably gathered that Exchange Server 2010 has introduced the "personal archive". It sounds exciting, but it is essentially just a second user-accessible mailbox, designed to take the storage pressure off primary mailboxes.

    This certainly addresses some of the email storage and archiving issues we're facing, but it's still just a first-draft solution, and a little primitive. All credit to the Microsoft Exchange Team for acknowledging the issue but, if you want comprehensive* archiving, you still need to use 3rd-party tools. This is currently the only way to provide "Organizational Archiving", which is where Exchange 2010 still falls short.

    Luckily for you, the market is awash with archiving tools, and of course, if you haven't actually got as far as upgrading to Exchange 2010 yet, then you're reliant on this clamouring marketplace. If that's the situation you find yourself in, then you might be interested to know that Red Gate's latest gladiatorial entry to this crowded arena - Exchange Server Archiver v3 - already supports Exchange Server 2007 and 2003, and now supports 2010 as well. Given that I've been harping on about Organizational archiving, I'm honor-bound to mention that the Exchange Server Archiver is a high-performance, enterprise-ready tool. And as it's a Red Gate tool, you get everything in one package and the pricing is simple, with no hidden extra costs.

    Cheers,

    Michael Francis

    *By "comprehensive", I mean support for auditing, encryption, data-mining and visualization, to name just a few of our many needs. Microsoft are busy guys, so we need to help them out until they can get round to satisfying the whims of managers, auditors and analysts.

  • Overload Avoidance

    Posted Thursday, June 03, 2010 3:23 PM | 1 Comments

    A little under a year ago, Matt Simmons wrote a rather reflective article about his terrifying brush with stress-induced ill health. SysAdmins and DBAs have always been prime victims of work-related stress, but I wonder if that predilection is perhaps getting worse, despite the best efforts of Matt and his trusty side-kick, HR. The constant pressure from share-holders and CFOs to 'streamline' the workforce is partially to blame, but the more recent culprit is technology itself.

    I can't deny that the rise of technologies like virtualization, PowerCLI, PowerShell, and a host of others has been a tremendous boon. As a result, individual IT professionals are now able to handle more and more tasks and manage increasingly large and complex environments. But, without a doubt, this is a two-edged sword; The reward for competence is invariably more work.

    Unfortunately, SysAdmins play such a pivotal role in modern business that it's easy to see how they can very quickly become swamped in conflicting demands coming from different directions. However, that doesn't justify the ridiculous hours many are asked (or volunteer) to devote to their work. Admirably though their commitment is, it isn't healthy for them, it sets a dangerous expectation, and eventually something will snap. There are times when everyone needs to step up to the plate outside of 'normal' work hours, but that time isn't all the time.

    Naturally, with all that lovely technology, you can automate more and more of those tricky tasks to keep on top of the workload, but you are still only human. Clever though you may be, there is a very real limit to how far technology can take you. I'm not suggesting that you avoid these technologies, or deliberately aim for mediocrity; I'm just saying that you need to be more than just technically skilled (and Wesley Nonapeptide riffs on and around this topic in his excellent 'Telepathic Robot Drones' blog post). You need to be able to manage expectations, not just Exchange.

    Specifically, that means your own expectations of what you are capable of, because those come before everyone else's. After all, how can you keep your work-life balance under control, if you're the one setting the bar way too high? Talking to your manager, or discussing issues with your users, is only going to be productive if you have some facts to work with.

    "Know Thyself" is the first law of managing work overload, and this is obviously a skill which people develop over time; the fact that veteran Sysadmins exist at all is testament to this. I'd just love to know how you get to that point. Personally, I'm using RescueTime to keep myself honest, but I'm open to recommendations for better methods. Do you track your own time, do you have an intuitive sense of what is possible, or do you just rely on someone else to handle that all for you?

    Cheers,

    Michael

  • F1 Pit Pragmatics

    Posted Friday, May 07, 2010 1:29 PM | 0 Comments

    "I hate computers. No, really, I hate them. I love the communications they facilitate, I love the conveniences they provide to my life. but I actually hate the computers themselves."
    - Scott Merrill, 'I hate computers: confessions of a Sysadmin'


    If Scott's goal was to polarize opinion and trigger raging arguments over the 'real reasons why computers suck', then he certainly succeeded. Impassioned vitriol sits side-by-side with rational debate. Yet Scott's fundamental point is absolutely on the money - Computers are a means to an end.

    The IT industry is finally starting to put weight behind the notion that good User Experience is an absolutely crucial goal, a cause championed by the likes of Microsoft's Bill Buxton, and which Apple's increasingly ubiquitous touch screen interface exemplifies. However, that doesn't change the fact that, occasionally, you just have to man up and deal with complex systems. In fact, sometimes you just need to sacrifice everything else in the name of performance.

    You'll find a perfect example of this Faustian bargain in Trevor Clarke's fascinating look into the (diabolical) IT infrastructure of modern F1 racing - high performance, high availability. high everything. To paraphrase, each car has up to 100 sensors, transmitting around 30Gb of data over the course of a race (70% in real-time). This data is then processed by no less than 3 servers (per car) so that the engineers in the pit have access to telemetry, strategy information, timing feeds, a connection back to the operations room in the team's home base - the list goes on. All of this while the servers are exposed "to carbon dust, oil, vibration, rain, heat, [and] variable power".

    Now, this is admittedly an extreme context where there's no real choice but to use complex systems where ease-of-use is, at best, a secondary concern. The flip-side is seen in small-scale personal computing such as that seen in Apple's iDevices, which are incredibly intuitive but limited in their scope. In terms of what kinds of systems they prefer to use, I suspect that most SysAdmins find themselves somewhere along this axis of Power vs. Usability, and which end of this axis you resonate with also hints at where you think the IT industry should focus its energy.

    Do you see yourself in the F1 pit, making split-second decisions, wrestling with information flows and reticent hardware to bend them to your will? If so, I imagine you feel that computers are subtle tools which need to be tuned and honed, using the advanced knowledge possessed only by responsible SysAdmins (If you have an iPhone, I suspect it's jail-broken). If the machines throw enigmatic errors, it's the price of flexibility and raw power.

    Alternatively, would you prefer to have your role more accessible, with users empowered by knowledge, spreading the load of managing IT environments? In that case, then you want hardware and software to have User Experience as their primary focus, and are of the "means to an end" school of thought (you're probably also fed up with users not listening to you when you try and help).

    At its heart, the dichotomy is between raw power (which might be difficult to use) and ease-of-use (which might have some limitations, but you can be up and running immediately). Of course, the ultimate goal is a fusion of flexibility, power and usability all in one system. It's achievable in specific software environments, and Red Gate considers it a target worth aiming for, but in other cases it's a goal right up there with cold fusion. I think it'll be a long time before we see it become ubiquitous.

    In the meantime, are you Power-Hungry or a Champion of Usability?

    Cheers,

    Michael Francis
    Simple Talk SysAdmin Editor

  • Some Problems Can't Be Outsourced

    Posted Wednesday, April 07, 2010 4:05 PM | 0 Comments

    More and more companies are becoming attracted to the idea of Infrastructure as a Service (or IaaS). It would seem that you can outsource the provisioning and management of your services, encompassing everything from Email, through to your servers, workstations and software, all the way down to your LAN and internet services. This type of outsourcing can be a very attractive option for companies who have tight budgets and are short of technical skills, or don't have the means to provide long-term IT support.

    Essentially, you can outsource your services at low short-term costs that are knowable and controllable. The services are provided in such as way as to be quickly and easily scalable, and with the minimum of hassle for your internal staff. If you want to get a sophisticated IT infrastructure set up in a hurry without the usual high buy-in costs, or the task of finding and hiring the right specialists, then it would seem the way to go; especially when their salesmen are hypnotizing you with oleaginous phrases such as "we are closely aligned with our client organization's core business requirements, providing agile services".

    It sounds too good to be true, and so it often is. Whereas the costs will have initially been calculated on the annual renewal fees and service fees for ongoing support, there are other charges too, such as fees for customization and upgrades, which aren't so obvious. The Total Cost of Ownership (TCO) only becomes apparent when it is too late to extract the company easily from the arrangement. After a few years, these fees can add up to more than the initial cost of implementing a traditional in-house system. Worse than that is that you can then lose your power to determine your priorities. When you become reliant on another company, with its own schedule of priorities, to implement even simple changes, then you have effectively lost control of your technical infrastructure. This will make senior management very nervous. Likewise the IT staff will likely be nervous of a change in roles and responsibilities, possibly even redundancy.

    There is definitely a requirement for outsourcing services. If the organization's overriding priority is to provide an exceptionally high class of service, which requires more expertise than it currently possesses, then outsourcing is worth considering. The IT team will almost certainly be involved with user assistance and smoothing out integrations with an external provider. Heck, if you outsource to IBM, the SysAdmins can go along for the ride and polish their expertise. Crucially, though, it will free up time to work on something entirely new. What you need to do is figure out much this time is worth, because ultimately it is this, rather than any substantial cost savings, that will be the main benefit to you and your organization.

    Cheers,

    Michael
  • The Politics of Junk Filtering

    Posted Thursday, March 11, 2010 3:40 PM | 2 Comments

    If the national postal service, such as the Royal Mail in the UK, were to go through your letters and throw away all the stuff it considered to be junk instead of delivering it to you, you might be rather pleased until you discovered that it took a too liberal decision about what was junk.

    Catalogs you'd asked for? Junk! Requests from charities? Who needs them! Parcels from competing carriers? Toss them away! The possibility for abuse for an agency that was in a monopolistic position is just too scary to tolerate. After all, the postal service could charge 'consultancy fees' to any sender who wanted to guarantee that his stuff got delivered, or they could even farm this out to other companies.

    Because Microsoft Outlook is just about the only email client used by the international business community in the west, its' SPAM filter is the final arbiter as to what gets read. My Outlook 2007, set to the default settings, junks all the perfectly innocent email newsletters that I subscribe to.

    Whereas Google Mail, Yahoo, and LIVE are all pretty accurate in detecting spam, Outlook makes all sorts of silly mistakes. The documentation speaks techno-babble about 'advanced heuristics', but the result boils down to an inaccurate mess. The more that Microsoft fiddles with it, the stickier the mess. To make matters worse, it still lets through obvious spam. The filter is occasionally updated along with other automatic 'security' updates you opt for automatic updates.

    As an editor for a popular online publication that provides a newsletter service, this is an obvious source of frustration. We follow all the best-practices we know about. We ensure that it is a trivial task to opt out of receiving it. We format the newsletter to the requirements of the Service Providers. We follow up, and resolve, every complaint. As a result, it gets delivered. It is galling to discover that, after all that effort, Outlook then often judges the contents to be junk on a whim, so you don't get to see it.

    A few days ago, Microsoft published the PST file format specification, under pressure from a European Union interoperability investigation by ECIS (the European Committee for Interoperable Systems). The objective was that other applications could then access existing PST files so as to migrate from existing Outlook installations to other solutions. Joaquín Almunia, the current competition commissioner, should now turn his attention to the more subtle problems of Microsoft Outlook. The Junk problem seems to have come from clumsy implementation of client-side spam filtering rather than from deliberate exploitation of a monopoly on the desktop email client for businesses, but it is a growing problem nonetheless.

    Cheers,

    Michael Francis

  • SMTP POP3 & PST. Acronyms from Hades.

    Posted Friday, February 12, 2010 3:11 PM | 0 Comments

    A busy SysAdmin will occasionally have reason to curse SMTP. It is, certainly, one of the strangest events in the history of IT that such a deeply flawed system, designed originally purely for campus use, should have reached its current dominant position. The explanation was that it was the first open-standard email system, so SMTP/POP3 became the internet standard. We are, in consequence, dogged with a system with security weaknesses so extreme that messages are sent in plain text and you have no real assurance as to who the message came from anyway (SMTP-AUTH hasn't really caught on). Even without the security issues, the use of SMTP in an office environment provides a management nightmare to all commercial users responsible for complying with all regulations that control the conduct of business: such as tracking, retaining, and recording company documents.

    SMTP mail developed from various Unix-based systems designed for campus use that took the mail analogy so literally that mail messages were actually delivered to the users, using a 'store and forward' mechanism. This meant that, from the start, the end user had to store, manage and delete messages. This is a problem that has passed through all the releases of MS Outlook: It has to be able to manage mail locally in the dreaded PST file. As a stand-alone system, Outlook is flawed by its neglect of any means of automatic backup. Previous Outlook PST files actually blew up without warning when they reached the 2 Gig limit and became corrupted and inaccessible, leading to a thriving industry of 3rd party tools to clear up the mess.

    Microsoft Exchange is, of course, a server-based system. Emails are less likely to be lost in such a system if it is properly run. However, there is nothing to stop users from using local PSTs as well. There is the additional temptation to load emails into mobile devices, or USB keys for off-line working. The result is that the System Administrator is faced by a complex hybrid system where backups have to be taken from Servers, and PCs scattered around the network, where duplication of emails causes storage issues, and document retention policies become impossible to manage. If one adds to that the complexity of mobile phone email readers and mail synchronization, the problem is daunting. It is hardly surprising that the mood darkens when SysAdmins meet and discuss PST Hell.

    If you were promoted to the task of tormenting the souls of the damned in Hades, what aspects of the management of Outlook would you find most useful for your task? I'd love to hear from you.

    Cheers,

    Michael

  • Six years older in a day

    Posted Thursday, January 14, 2010 2:52 PM | 0 Comments

    After the much-hyped millennium bug failed to do much damage, nobody was really expecting a 'Decennium' 'Y2K16' or 'Decade-change' bug. At the beginning of January, there were some embarrassing failures. The most publicized failure occurred in Germany where 25 million German bank cards were rejected. Not to be outdone, the card-reading system provided by the Bank of Queensland mistakenly switched to Jan. 1, 2016 rather than 2010. This meant that almost every customer's debit card was read as having expired and was therefore rejected.  The mis-reading of 2010 as 2016 affected a variety of mobile phone users who have found that texts have been received dated 2016 rather than 2010. Some owners of older PalmOs mobile phones would have other things on their minds since their calendar applications stopped working entirely! The prize for the most embarrassing failure goes to the Spam Assassin e-mail filtering service. Evidently, this was due to an automated rule put in some time ago that marked any e-mail which appeared to come from after 2009 as being Spam! Runner up is Symantec's network access control software' Symantec Endpoint Protection Management Server' (SEPM) which got itself confused and refused to send out updates, thinking that anything later than December 31, 2009 were out of date .

    There are reports of problems with Cisco's CSM load balancer, and with SAP's spooling of print and email requests.  Users of Invision Power Board were, evidently, unable to create new blog entries; some of Arcsight perpetual license keys stuck at January 1st, 2010, and Palm Pre WebOS started having problems with its Exchange calendar sync. Yes, not everyone had a restful new-year holiday.

    These are just the instances that have come to light so far. There are probably other, far more insidious ones around which don't show such obvious symptoms; so it is worth checking your systems just to see if anything quirky started happening in the New Year. Could you be suffering from Y2K16?

    Cheers,

    Michael Francis

  • The ClimateGate Debate Warms Up

    Posted Thursday, December 17, 2009 11:51 AM | 1 Comments

    Whatever else one concludes from reading the 'ClimateGate', or 'CRUtape' files, it is a fascinating archive for System Administrators to study. Despite the lurid and absurd tales from the established media of sinister Russian hackers intercepting emails, it is obviously nothing of the sort. It is merely a zip file that consists of a smörgåsbord of different materials prepared in response to a Freedom of Information Act request, marked FOI2009 (Freedom of Information 2009). There are certainly 1079 emails (in a directory marked FOIA), which seem to have been archived routinely off the mail servers (a mixed bunch of Sendmail, Exchange and Exim). There are other files assembled from a variety of sources, on a scale that would be impossible for a hacker, but routine work for a compliance officer. There is nothing to suggest an email exploit. If it was a hacker, then he has sadly failed to get the elusive HadCrut Raw Data files or the result files, and it seems that he has even taken the trouble to delete personal information from the emails. Whereas most of the material is routine, there are some damning parts; but the story is incomplete.

    The file first appeared on public FTP servers on around Nov 13 to Nov 17. A clever analysis of the material comes to the charitable conclusion that the final release into the public domain was the work of a whistle-blower. By several accounts, the security of the Motley CRU's public-facing server was so poor that anyone on the internet with the urge to trawl for evidence of UFOs could have found the file. 'We took immediate action to remove the server in question from operation', said the initial CRU press release huffily. The server? So all that data was collected on just one server, suggesting that the .zip file already existed at the CRU.

    After you have ploughed through the files (and parts are so unintentionally funny that they could have been written as a satire by Phil Factor) you'll be left with the awful thought that the original reluctance of the CRU to disclose their research was not done to conceal conspiracy but muddle, bad scientific method, and emotion. We are left with the overall impression of C-list scientists promoted out of their depth, and eager to jump to the tune of the media, pressure groups, and politicians.

    The analysis and dissemination of the archive happened outside the public eye. The established media refused to report it until they had to. The story resisted suppression. A new power has evolved; the power of informed bloggers with specialist scientific knowledge. It is a novel and formidable avenue to scientific truth and scientific integrity.

    Cheers,

    Michael Francis
    Simple Talk SysAdmin Editor

  • We're not Reflex-Upgraders.

    Posted Thursday, November 19, 2009 4:58 PM | 1 Comments

    The reality of life in the server room isn't always as it is imagined at Microsoft. We're not reflex-upgraders. Many administrators harbour the guilty secret of a server contentedly puttering away in the corner, with an aging application running SQL Server 6.5 on Windows NT. In many such cases any thought of upgrade is unrealistic; it's simpler and cheaper to unhook the server from the domain, and let it serve out its declining years in peace.

    There is a strong independent streak within the server room, even in IT departments with a strong loyalty to Microsoft. A great number of organizations said 'no thanks' to Vista as a standard workstation platform, and chose to stay with XP. It is the same with Microsoft Exchange. If there is no compelling business reason to upgrade from Exchange Server 2003, then why bother to do it? Many organizations are still engaged in the process of upgrading to Exchange Server 2007 and aren't even thinking of Exchange Server 2010 yet despite the attractiveness of the new version, or remain on Exchange Server 2003 in order to leapfrog to Exchange Server 2010.

    Occasionally, frustrated by the glacial pace of upgrades within IT departments, Microsoft tries to force their hands. One example of this is their failure to provide a direct upgrade path form Windows XP to Windows 7. Another example was their initial declaration that Exchange Server 2007 wouldn't be supported on Windows Server 2008 R2.

    The latter was a contrived, marketing-led attempt to force a simultaneous upgrade to Exchange 2010. The arguments must have seemed sound: Windows Server 2008 R2 is a compelling upgrade. In order to have the new OS, you have to have the new Exchange. However, the idea of a simultaneous Exchange 2010 and Server 2008 R2 upgrade is just too risky for most IT departments to consider.

    Fortunately, in the face of fierce opposition from many influential organizations, many of whom even considered other options such as a move to Google Apps, Microsoft relented, and committed to update Exchange 2007 so that it had full support for Windows Server 2008 R2.

    It was reassuring that the marketing arm of Microsoft listened. The Software Engineers within Microsoft are much more inclined than the Marketing people to realize how vital it is to provide support for aging versions of server products. Those of us who struggle with the realities of supporting existing applications in the corporate environment must surely welcome Microsoft's willingness to understand better what our pressure points are.

    Cheers,

    Michael Francis

  • Virtual disks for the flop-buster

    Posted Thursday, October 22, 2009 5:48 PM | 0 Comments

    Vista Service Pack 3, as we like to call Windows 7, is worth getting if you are stuck with Vista.  Why?  Well, Vista was Microsoft's first real product failure since Windows ME.  Windows 7 repairs the damage. It is not as fast as good old XP Service Pack 3, but it is easier to escape the torpid sluggishness of Vista by an upgrade to Windows 7 than to..er. sidegrade to XP Service Pack 3. 

    The worst thing about Vista was the way that it tried to funnel all its users into its perception of the average user. Instead of allowing you to mold it to your ways and preferences, Vista was a shrieking nanny that insisted in assuming you were an airhead collector of digital photos and MP3s. It wailed 'Are you sure?' at every opportunity, or asked your mother if you really wanted to install the application. However often you politely asked it to show you the file details in date order, it would almost invariably insist on giving directory listings  with 'ratings' and 'date taken', full of achingly-slowly-generated thumbnails.

    Anyone who installs Windows 7 will gain a surge of happiness when they find that it seems to be able to understand and browse windows networks, even in a laptop, and doesn't get occasional amnesia about the existence of Wifi.  You can also actually find stuff on your machine rather than seeing the most ridiculous brute-force search taking place, even to find a particular filename.  No longer to you see the black screen of catalepsy or the ghastly long pauses before performing any network operation.

    Windows 7 removes all this frightful dumbing down, this vacuous example of 'animated paperclip' thinking, that spoiled the Vista product even more than the numerous technical flaws.

    Even more interesting than this for the administrator is Windows 7's VHD support,  which allows Virtual Hard Disk (VHD) files as a native format, and provides for the booting a physical machine from a VHD file.  Support for virtual disks is in the disk management tools.  By using these, you can create a new uninitialized VHD file of fixed, or dynamically expanding, size.   You can then make this virtual disk available to the system as if you plugged in a hard disk drive. You can attach  a VHD from a server, or boot from and VHD. At last we have a common image format from desktop to server and common tools to manage and deploy Windows images that run either in Hyper-V virtual machines or on physical machines.  This will make image management simpler and reduce the number of images to maintain and catalog. This will make a huge difference in the speed at which applications can be tested in a number of different settings, and it won't be long before third-party applications come along to make good use of the huge potential of this apparently simple feature.

    Cheers,

    Michael

  • Water Pity: Planning for the Worst

    Posted Thursday, September 24, 2009 4:32 PM | 0 Comments

    Few SysAdmins would have watched the recent Youtube video of the sudden flooding of Vodafone's data center In Ýstanbul (Istanbul), Turkey, without feeling considerable alarm. A CCTV camera captures the moment when employees start to respond to the fact that the floor is covered with a thin smear of water, and continues to records impassively until, about 7 minutes later, the building itself starts to break up under a violent tide of floodwater. The event happened on September 9th, after heavy rain in north western Turkey caused flash floods in the suburbs of Ýstanbul, killing around 20 people. The footage from the CCTV was posted up on Youtube and was a viral sensation.

    Of course, one's first thoughts are for the unfortunate people caught up in this disaster. However, for any DBA, Sys Admin, or Exchange Admin watching this example of a data nightmare come true, comes the second worrying thought: how long would it take to recover from this sort of disaster? When did I last check the off-site backups? What is the state of my hot standbys? Have I documented the disaster-recovery procedures sufficiently?

    Unless one is trained to expect the worst to happen, it is hard to imagine the likely impact of a disaster. The people caught in the CCTV footage took some time to realize the scale of the impending disaster. At first, they seemed dazed, almost intrigued, by the novelty of wet toes. Their subsequent efforts to save valuable items and personal possessions appeared ineffectual in hindsight, though I believe that Vodafone's infrastructure survived to the point that they managed to get the service back in Ýkitelli by the end of the day

    Those of us who are tasked with preserving the data assets of our companies have to take a pessimistic view of the sort of events that could happen, and plan for recovery from each conceivable event. The recovery procedures have to be rehearsed to make sure that they work and be so well described that they can be done by anyone who is tasked with the job. There is no guarantee that you'll be around to do it.

    The need to be prepared for disasters was argued with some passion in an editorial in SQL Server Central by Rodney Landrum. The planning and documentation of disaster recovery with SQL Server is a topic that we've covered in an article by Hugo Shebbeare: Disaster Recovery for SQL Server Databases. It is a topic that I hope will seem more relevant once you've seen how quickly an orderly and efficient data centre can be turned into swirling mass of muddy water, rubble, and twisted metal.

    If you have suffered any incident that has required you to implement a disaster recovery procedure, to preserve data, I'd love to hear about it.

    Cheers,

    Michael Francis

  • When the Law Moves More Slowly than the Problem

    Posted Friday, August 28, 2009 1:10 PM | 1 Comments

    Emails are causing problems. Based on a survey of 220 large US companies in 2008, 43% reported that they had investigated an email-based leak of confidential information, and nearly a third had terminated the employment of an employee for violating company email policies. Over a third of the companies were so concerned about the loss of sensitive or embarrassing information that they had employed staff specifically to monitor the content of outbound emails.

    Although Email continues to present the most serious threat to the security of company data, more companies are now aware of the dangers of internet-based data-sharing systems. In the past year, nearly a fifth of all US companies have investigated violations arising from the use of blogs, media sharing sites such as Youtube, and Social networking sites such as Twitter (Proofpoint/Osterman).

    This isn't just paranoia. In many cases, a company has a statutory obligation to monitor outgoing emails for compliance reasons. For example, HIPAA dictates strict rules for the security of emails containing personal data such as medical records. Also, more generally, an employer has an obligation to prevent employees being exposed to 'inappropriate' emails at work: this has to be done by enforcing 'Acceptable Use Policies'.

    In each case, it's hard to see how these rules could be enforced without monitoring or filtering emails, but at the same time the right to privacy of the patient, or employee, must be protected. This makes the monitoring process a legal minefield. In the UK, for example, monitoring of workers has to be consistent with the Data Protection Act, the Human Rights Act 1998, and Article 8 of the European Convention on Human Rights, which creates a right to respect for private and family life and for correspondence. There is even a published government code for employers who need to monitor their employees.

    This represents a dilemma for any employer, and explains why so many companies are relying on staff, rather than clever software, to monitor emails. A panacea software solution is unlikely to be legal. It is hard to devise a monitoring process that does not intrude into the private lives of employees, or interfere with the relationship of mutual trust and confidence that should exist between them and their employer.

    How can one draw a distinction between work-place and private information? One cannot reasonably enforce a policy that bans any personal use of emails in the workplace, when an employee can legitimately expect to be able to correspond, at work and in privacy, with an occupational health advisor, medical advisor or trade union representative. All email monitoring runs the risk of handling information that is confidential to the employee.

    The problem develops faster than the law, in which there are wide international variations. To play safe, it seems best to make sure that there is a clearly defined internet policy (or AUP) in place for emails, or any other electronic medium, that is agreed, read and understood by staff. It needs to spell out the disciplinary consequences of a breach of the policy.

    All this is easier said than done, and represents yet another source of stress for the beleaguered corporate IT departments around the world.

    Do you have a solution? It would be great to hear what you think.

    Cheers,

    Michael Francis

  • Why Archive Email?

    Posted Thursday, July 30, 2009 3:39 PM | 0 Comments

    It is easy for IT People to forget the long time-span that some businesses have to work to. It is not uncommon now to find Companies that are keeping, and referring to, emails that are at least fifteen years old. In fact, the IT Industry seems to be on the extreme low end when it comes to information retention; in few other industries does information age so quickly. Perhaps it is because email developed initially to serve the needs of IT that categorization, search, and retention of aged documents is so poorly thought out.

    Ironically, Exchange is an expensive place to store your digital materials, mainly due to the fact that resources in attachments tend to be copied to a number of places, rather than being accessed by reference. The current work doesn't cause the problem, so much as the cumulative effect of older emails and attachments that are only used occasionally, if at all.

    Storage Teams, Exchange Admins and CIOs all seem to agree on the need to keep the Exchange database as light as possible. Doing so makes Exchange perform and scale better. If Exchange is kept light, then backups and replication are quicker and easier. As such, Exchange Administrators often see themselves as being engaged in a constant war against the hoarding instincts of the users, who want to be able to search and sort their old emails, and not have to worry about where to look for their data.

    Although Exchange has many features that will help to archive older data, it doesn't have everything that is required to solve the problem. Businesses want to minimize the use of PSTs while, at the same time, providing a virtually unlimited mailbox size. Managed Folders and Hub Transport rules are fine for ordering, blocking, enforcing policies, copying, and sorting, expiring or attaching headers to emails. Messaging Records Management is useful for compliance, data retention, and mailbox management. It will also let you set policies on the default Mailbox folders that will cause emails older than a certain age to be moved to a custom Managed Folder. However, none of this actually helps to solve the problem, because the emails that are retained are all still within Exchange's database. This forced many exchange admins to implement a system whereby mail in the custom managed folder was deleted after a certain period, such as 150 days.

    In truth, however, the facility to quickly access and search emails dating back decades is essential for many businesses, and, in certain cases, is required by law. Much of the current wave of new legislation on document retention arises from the gap between what was possible with the traditional filing systems, and what Exchange can provide; between what is required from efficient management of email, and what the proper conduct of businesses actually requires. This gap will only disappear with effective archiving of Emails outside Exchange that is so discreet that the end user doesn't even need to notice that it is happening, and which fits in with the way that the user needs to work.

    Cheers,

    Michael Francis

  • The 'Evidential Weight' of Emails

    Posted Tuesday, July 07, 2009 3:09 PM | 2 Comments

    In European, and American law, there is a wisdom that can, on first glance, look perverse. You take a digital photo of a person vandalizing your car. You then give the image to the police. They shake their heads and have to tell you that, although it suggests strongly to them who the perpetrator is, it isn't evidence. It is the same with any digital materials. How can you prove that the materials have not been tampered with? How, in this case, can you prove a link between the moment of time captured by the camera and the submission of the material in court. The  struggle to be able to  prove provenance of digital data is becoming one of the sharp edges of software development. Since the Enron scandal, it has become increasingly obvious that email is at the heart of any investigation into company practice, and so a lot of thought has been put into giving 'evidential weight' to any digital materials  

    When the current internet Email was invented, the legal issues that haunt us today, were the last thing on the minds of the pioneers who envisaged a communication system, SMTP,  for  academic rather than commercial use. There were plenty of other systems that had been designed for commercial use within organizations, such as Wang Office, but none could resist the adoption of internet mail via SMTP. It is flawed, it is insecure, but everyone uses it. For all their faults, Telex and Fax were trusted because they were, for all practical purposes, inherently tamper-proof. Email isn't.

    The subject can seem intimidating. Even reading the title 'BIP 0008-3:2008 Evidential Weight and Legal Admissibility of Linking Electronic Identity to Documents. Code of Practice for the Implementation of BS 10008' of the British Standards Institute document is a daunting task. The price of £60 for a 75 page booklet adds shock to the awe. However, the task could be simpler than this.

    Exchange is packed with features, such as the journal, the application of policies and the advanced scripting, that can be used to assist in ensuring the provenance of intra-company emails, and with external customers and suppliers. It got us wondering, in our Simple-Talk editorial meetings, whether it was possible to use the features that were already there in Exchange to comply with the requirements of the legal department. Then the thought occurred to us that our readers would know a great deal on the subject. So how can you prove that the emails you have were sent by, and received by the people, groups or organizations that they purport to have done? We'd be fascinated to hear how you, or your company, approaches the task.

    Cheers,

    Michael Francis

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