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May 19, 2008

ILM howtos

Filed under: Data Quality, Data Warehousing — Alena Semeshko @ 11:41 pm

There’s an insightful article by Mike Karp on ILM (information lifecycle managememnt) and the six steps of implementing a successful and efficient policy on data storage, verification, classification and management. Mike identifies the following steps to follow to ensure your ILM efficiency:
Stage 1. Preliminary
1) Determine whether your company’s data is answerable to regulatory demands.
2) Determine whether your company uses its storage in an optimal manner.

Stage 2. Identifying file type, users accessing the data and key words used.
1) Make a list of regulatory requirements that may apply. Get this from your legal department or compliance office.
2) Define stakeholder needs. You must understand what users need and what they consider to be nonnegotiable.
3) Third, verify the data life cycles. Verify the value change for each life cycle with at least two other sources, a second source within the department that owns the data (if that is politically impossible, raise the issue through management), and someone familiar with the potential legal issues.
4) Define success criteria and get them widely accepted.

Stage 3. Classification (aligning your stakeholders’ business requirements to the IT infrastructure).
0) Identifying the business value of each type of data object, i.e. understanding three things: what kind of data you are dealing with, who will be using it and what its keywords are.
1) Create classification rules.
2) Build retention policies.

When you engage with the vendors, make sure to understand their products’ capabilities in each of the following areas:
* Ability to tag files as compliant for each required regulation.
* Data classification.
* Data deduplication.
* Disaster recovery and business continuity.
* Discovery of compliance-answerable files across Windows, Linux, Unix and any other operating systems you may have.
* Fully automated file migration based on locally set migration policies.
* Integration with backup, recovery and archiving solutions already on-site.
* Searching (both tag-based and other metadata-based).
* Security (access control, identity management and encryption).
* Security (antivirus).
* Set policies to move files to appropriate storage devices (content-addressed storage, WORM tape).
* Finding and tagging outdated, unused and unwanted files for demotion to a lower storage tier.
* Tracking access to and lineage of objects through their life cycle.

Finally, when you know your vendor, you can look for solutions to automate the needed processes and phase-in.

See full article for more details.

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