Category Archives: Best Practices

July 23, 2024 · 10:55 AM

Enterprise Search is Dead. A New Approach is Here.

By John Patzakis

In today’s fast-paced digital world, employee productivity hinges on robust enterprise search capabilities that allow quick and easy retrieval of an organization’s documents, emails, and other unstructured data. Despite the critical nature of this capability, many organizations have historically invested considerable time, money, and effort into now-obsolete tools built on flawed enterprise search architectures. These legacy tools, often ineffective, have become completely untenable in the era of remote work and the widespread use of platforms like Microsoft 365 and Google Workspace (formerly G Suite).

The Limitations of Traditional Enterprise Search
Traditional enterprise search architectures rely on gathering all relevant data through crawling and mass migration tools, centralizing it into a single repository. This approach, though prevalent for years, has significant drawbacks:

  1. Security and Governance Risks: Duplicating and then centralizing sensitive data in a single repository creates a prime target for cyberattacks, runs afoul with data protection regulations, and is completely contrary to information governance principles.
  2. Scalability Issues: The sheer volume of data in modern enterprises, often amounting to hundreds of terabytes, makes central repositories impossible.
  3. Incompatibility with Modern Platforms: Legacy systems are ill-suited to integrate with platforms like Microsoft 365, which are now dominant in enterprise environments.

Duplicating vast amounts of sensitive data and centralizing it in an external repository is not only risky but also extremely impractical. Despite this, some vendors continue to push these outdated solutions, ignoring the evolving needs of modern enterprises.

X1 Search: A Revolutionary Approach
X1 Search addresses these challenges with a game-changing approach that offers a distributed, individualized enterprise search workflow. This innovative architecture brings several key benefits:

  1. Distributed Index and Search In-Place Technology: X1’s proprietary and patented technology enables scalable search capabilities while maintaining robust security. Each employee has an individual search index aligned with their permissions, ensuring they only access data they are authorized to see.
  2. No Mass Data Duplication: Unlike traditional systems, X1 does not require the mass duplication of data. Users interact with original documents and emails, facilitating actions like opening, replying to, or forwarding them directly from the search interface.

Enhancing Productivity with Unified Search
The latest iteration of X1 Search transcends its desktop origins, offering the ability to instantly search across various platforms, including Microsoft email, Teams, OneDrive, SharePoint, as well as local files and emails, all within a single unified interface. This powerful capability can significantly boost productivity, saving users hours each day by streamlining access to critical information. Additionally, X1 Search now supports Google Drive and Gmail, broadening its utility across different cloud ecosystems.

User Experience and Endorsements
A critical aspect of X1 Search’s success is its excellent user experience. With over 100,000 users, the solution has garnered widespread acclaim. Max Underwood, a long-time user from a large defense contracting firm, states, “X1 Search is my go-to, must-have search application on my desktop. Nothing even comes close to matching X1 Search’s speed and accuracy in finding what I am looking for exactly when I need it.”

Conclusion
As organizations navigate the complexities of remote work and vast amounts of unstructured data, traditional enterprise search solutions fall short. X1 Search’s innovative approach, leveraging distributed index and search in-place technology, offers a secure, scalable, and user-friendly alternative. By eliminating the need for mass data duplication and providing a unified search experience across multiple platforms, X1 Search is setting a new standard for enterprise search capabilities, empowering employees and enhancing productivity in the modern digital workplace.

X1 Search is available for individual purchase on the X1 website and large volume, enterprise purchase by contacting X1 at sales@x1.com. To learn more about X1 Search visit www.x1.com/products/x1-search.

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Filed under Best Practices, Business Productivity Search, Cloud Data, Corporations, Desktop Search, eDiscovery, Enterprise eDiscovery, Enterprise Search, ESI, Google Workspace, Hybrid Search, m365, MS Teams, X1 Search 9

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June 25, 2024 · 11:28 AM

X1 Achieves Unmatched Throughput and Results in Several Recent M365 eDiscovery and Information Governance Engagements

By John Patzakis and Chas Meier

As discussed previously on this blog, X1 and our active enterprise customers believe X1 Enterprise Collect is the best solution available to address M365 data sources as well as on-premises sources such as laptops and file shares. In recent weeks, our customers and partners have executed several projects on a massive scale and have captured and documented X1’s performance metrics.

No other solution in the industry can index data across the enterprise as fast or as scalable as the X1 Enterprise platform, including Microsoft Purview Premium. When compared to Microsoft Purview, with its built-in architectural constraints and throttling limitations, X1 can index nearly eight times the daily volume of Purview or any other competitive “connector” technology can achieve in the market. X1’s distributed index-in-place methodology, combined with horizontal scaling of our index hosts, make X1 the only solution truly capable of handling the rapid indexing, identification, searching and collecting/remediation of mass data sets in the TB’s or PB’s across the modern enterprise. X1 effectively addresses cloud and on-premises data sources in a unified manner, including distributed endpoints, network file shares, M365 data sources including Mail, OneDrive, Teams, and SharePoint, as well as other cloud data sources.

In several recent large-scale eDiscovery and information governance projects, X1 Enterprise Collect, on average, was able to collect and index M365 data (MS Mail [including archived mail and modern attachments] Teams, One Drive and SharePoint) at a rate of approximately 350 GB per day. This is nearly 8 times faster than Microsoft Purview, with its documented throughput limitations at 2GB per hour. X1 can achieve even faster throughput by scaling out virtual cloud computing resources.

Daily indexing volumes for endpoints and on-premises file shares vary due to the performance characteristics of each machine, but X1 indexes and searches endpoints in parallel yielding extremely high aggregate daily indexing and collection throughput.

Detailed documentation on these metrics and a further briefing on these engagements can be provided upon request.

X1 achieves such scalability through a decentralized approach that does not rely on the M365 or Purview search Index, which has known issues with the number of file types supported, consistency of search results, accuracy, and throughput. X1’s approach enables a very scalable, accurate, defensible, and robust indexing and data collection at unmatched speeds.

In addition to greatly reducing risk, X1’s capabilities also enable massive cost savings. X1 Enterprise Collect significantly streamlines the eDiscovery workflow by bringing targeted collection results directly into the review platform, thereby eliminating over collection, over processing, and over importing just to cull. X1 will populate ESI (Electronically Stored Information) straight into Relativity from an X1 collection without multiple hand offs, extensive project management and inefficient data processing.

The ability to collect data directly and transparently from custodian laptops, desktops, M365 and other cloud sources into a RelativityOne/Relativity workspace is a game-changer that enables legal and compliance teams to begin review in hours rather than weeks. As facts become known and collection focus changes, X1 allows teams to pivot and respond in hours. With the ability to efficiently take multiple bites of the apple, X1 enables teams to start fast and stay agile.

For a demonstration of the X1 Enterprise Collect Platform, contact us at sales@x1.com. For more details on this innovative solution, please visit www.x1.com/x1-enterprise-collect-platform.

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Filed under Best Practices, Cloud Data, Corporations, ECA, eDiscovery, eDiscovery & Compliance, Enterprise eDiscovery, ESI, Information Governance, MS Teams, OneDrive, Preservation & Collection, SharePoint

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May 21, 2024 · 12:12 PM

Microsoft 365 eDiscovery Throttling is Structural and Won’t Be Going Away

By Chas Meier

Users of Microsoft 365 for eDiscovery and Information Governance continue to encounter significant problems with low throughput and defensibility. Many customers report to us that Purview eDiscovery Premium’s documented limitations, including a 2GB per hour indexing limit, prevent them from using the platform to handle anything other than small matters. A routine eDiscovery matter involving one hundred custodians each with about 10GB of M365 data typically requires several weeks to complete with MS Purview Premium. This is a non-starter for legal teams who are up against pressing litigation timelines.

It is important to understand that because M365 is built on a large-scale multi-tenancy SaaS architecture, such challenges are a feature, not a bug of the system. Multi-tenancy is an architecture where shared computing resources are apportioned across large numbers of users. This architecture enables Microsoft to provide the service at a lower cost since computing services are shared.

However, multi-tenant architecture enables scale (in terms of multitudes of users) and efficiency through uniformity. These architectures are not designed for outlier workloads like eDiscovery that routinely require intensive surges in computing resources to collect, process and search terabytes of data. In fact, multi-tenancy cloud architects would identify eDiscovery workloads as a “noisy neighbor” that threatens the overall performance and user experience of the system, and thus must be managed through quality-of-service mechanisms like throttling and time-outs.

I think of multi-tenant architectures like the business model utilized by a gym. The gym has more and better equipment than I have at home, which is attractive so many will join through a membership. The gym has a fixed amount of square footage and equipment which is more than any individual needs and is sufficient to support those that show up, occasionally having to coordinate access to the equipment but manageable. However, what if a small group showed up at the gym every day for most of the day and hogged the equipment? What if more people showed up, became frustrated, and dissatisfied? Gym management would be forced to act to ensure fair access to the equipment.

Throughout my career as an eDiscovery service provider, we made large investments in infrastructure and capacity to the point of overkill to equip ourselves to service a client’s need to address high volumes of data in short timelines without impacting their business-as-usual activities. We were like the fire department for big unstructured data needs.

A huge differentiator in X1’s approach is to divide and conquer large scale projects by leveraging the cumulative power of a decentralized computing orchestrated through a unified management, search, and collection console. Think of this like deploying a fire suppression system proactively before the fire.

Last year, X1 introduced M365 data connectors into our X1 Enterprise platform to satisfy a critical need for enterprises to conduct cost-efficient yet highly scalable eDiscovery search and collection of M365 data. The response has been tremendous, with X1 seeing record demand in large part, due to the architectural limitations and deficiencies noted above.

X1 Enterprise Collect provides users the unique ability to index and search M365 data in-place and then collect in a targeted and iterative manner. This at speeds and throughput far exceeding other tools, including Microsoft Purview Premium. X1 achieves such scalability through a decentralized custodian-based approach that does not rely on the M365 or Purview search Index, which has known issues with the number of file types supported, consistency of search results, and throughput. X1’s approach enables a very scalable, defensible, and robust data collection at speeds far exceeding that of M365 Purview and other approaches.

For a demonstration of the X1 Enterprise Collect Platform, contact us at sales@x1.com. For more details on this innovative solution, please visit www.x1.com/solutions/x1-enterprise-platform.

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Filed under Best Practices, Cloud Data, Corporations, eDiscovery, eDiscovery & Compliance, Enterprise eDiscovery, ESI, Information Governance, Preservation & Collection

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April 23, 2024 · 10:04 AM

Index-In-Place eDiscovery Tech is in High Demand, but Beware of False Vendor Claims

By John Patzakis

Proportionality-based eDiscovery is a goal that all in-house corporate legal teams want to attain. Under Federal Rule of Civil Procedure 26(b)(1), parties may discover any non-privileged material that is relevant to any party’s claim or defense and proportional to the needs of the case. However, most core eDiscovery costs (outside of attorney review) stem from over-collection of electronically stored information (ESI), and over-collection thwarts the ability to attain proportionality. Law firm Nelson Mullins notes that “over preservation tends to have its own costs relating to storage of large amounts of electronically stored information (ESI) and the resources needed to manage it; leads to increased downstream e-discovery costs associated with collection, processing, and review.”

This is why accurate pre-collection data insight is a game-changing capability that enables counsel to set reasonable discovery limits and ultimately process, host, review and produce much less ESI. Counsel can further use pre-collection proportionality analysis to gather key information, develop a litigation budget, and better manage litigation deadlines. Such insights can also foster cooperation by informing the parties early in the process about where relevant ESI is located, and what keywords and other search parameters can identify and pinpoint relevant ESI.

And the means to enable this capability is distributed index and search in-place technology. Indexing and search in-place in this context means that a software-based indexing technology is deployed directly onto fileservers, laptops, or in the cloud to address cloud-based data sources. This indexing occurs without a bulk transfer of the data to a central location. Once indexed, the searches are performed in a few seconds, with complex Boolean operators, metadata filters and regular expression searches. The searches can be iterated and repeated without limitation, which is critical for large data sets.

However, with this capability being highly valued, many vendors have parroted this messaging, but have offerings that do not qualify as true index-in-place. True distributed index-in-place means that the search indexes are forward-deployed, and are actually installed on the target laptop, Mac computer, fileserver or into the cloud near where the target cloud data sources exist. Transferring data in bulk to a central appliance or server farm via a collector agent or Robocopy function does not qualify. A true index-in-place capability uniquely enables scalability, targeted collection and also minimizes security and data governance risks in eDiscovery and information governance matters.

Conversely, a process requiring massive data copying, migration and centralization does not scale and creates significant data, governance and privacy issues by needlessly duplicating data. For instance, if a matter requires that 10 terabytes be scanned to determine if relevant ESI exists within that data corpus, and the eDiscovery collection platform being used has no index-in-place capability, then all 10 terabytes must be copied and transferred to the tool for indexing and analysis. These limitations stem from tool vendors simply utilizing open source indexing platforms like Lucene or Elastic Search that are not forward-deployable and must reside in centralized locations with a very large amount of computing resources to make them viable for the type of data and data volumes typically seen in discovery and information governance matters.

This is why X1 leverages proprietary and patented index and search technology that is readily forward deployable and thus can scale and allow true distributed indexing in-place. X1 Enterprise Collect significantly streamlines the eDiscovery workflow with integrated culling and deduplication, thereby eliminating the need for expensive and cumbersome ESI processing tools. That way, the ESI can be populated straight into Relativity from an X1 collection without multiple hand offs, extensive project management and inefficient data processing.

The ability to directly and transparently collect data from custodian laptops, desktops, Microsoft 365 and other cloud sources into a RelativityOne/Relativity workspace is a game-changer that enables attorneys to begin review in hours rather than weeks.

For a demonstration of the X1 Enterprise Collect Platform, contact us at sales@x1.com. For more details on this innovative solution, please visit www.x1.com/x1-enterprise-collect-platform.

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April 9, 2024 · 10:53 AM

New X1 Search 9 Provides the Best Means to Search Your Microsoft 365 Data Sources

By John Patzakis and Chas Meier

Last week X1 announced major new, robust features to our desktop productivity solution X1 Search. The next generation of X1 Search is no longer desktop-only focused, but instead provides a revolutionary ability to instantly search across your Microsoft email, Teams, OneDrive, SharePoint as well as your local files and email all in a single unified search. This powerful capability supercharges your productivity, thereby saving hours a day. This added support also extends to Google Drive and Gmail.

While there are many innovations with X1 Search 9, the ability to search across all your M365 data sources with a single search is particularly game changing. No other enterprise or desktop search solution can match this functionality. The native Microsoft M365 search has a semblance of this, offering only a few search results displayed with a cursory preview, as opposed to full search results and full fidelity preview provided by X1.

“X1 Search is my go-to, must-have search application on my desktop,” said Max Underwood, long-time business and personal user from a large defense contracting firm. “Nothing even comes close to matching X1 Search’s speed and accuracy in finding what I am looking for exactly when I need it so I can get back to work, whether the source file is located on my local drive or hosted on a distant cloud via my company’s network. It’s an incredible time-saver, invaluable, way ahead of Windows Search or any other search tool I’ve seen – literally saving me hours each work week. X1 Search is essential to my day-to-day operations, and with the new ability to instantly search across all my Teams messages and accelerate my Gmail search on top of the current capabilities, the solution is even more compelling.”

No other solution enables you to instantly search across all your core data applications using a single prompt and return immediate results with hit highlighting and full fidelity preview capabilities. X1 Search unlocks the ability to find information no matter where it resides whether it’s lost in your spam folder, archived in your email 10 years ago, buried in a Teams chat or recently added to your OneDrive or SharePoint. X1 Search does the work for you, faster and far better than any other desktop or enterprise search offering.

The new X1 Search version 9 capabilities, include the following benefits:

• The ability to search through all your Microsoft Teams Chats and Channels history, including messages, attachments, emojis, reactions, and more, all from a single interface.
• Elevate your cloud data search capabilities with the new Google drive connector enabling you to search your complete Google drive history and immediately perform Post Search Actions.
• Index, search and find information in your Gmail 3 times faster with the new API-based Gmail connector.
• Patented fast-as-you-type search with built-in hit highlighting and full fidelity preview for immediate visibility into your results.
• Search across all your Outlook email, attachments, Outlook calendar, and contacts list via X1’s deep Outlook integration.
• Unified search across all your data sources to instantly search and find emails, attachments, documents, local files, and M365 data in a single search.
• Accelerate your email workflow with M365 Archived mail search capabilities – Rapidly index years’ worth of archived Outlook email in half the time.

X1 will be hosting a webinar on Wednesday, April 17 introducing the game-changing, new solution capabilities now available with X1 Search version 9.

The X1 Search solution is available for individual purchase on the X1 website and large volume, enterprise purchase by contacting X1 at sales@x1.com. To learn more about X1 Search visit www.x1.com/products/x1-search

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Filed under Best Practices, Business Productivity Search, Corporations, Desktop Search, Enterprise Search, ESI, Hybrid Search, Information Management, MS Teams, OneDrive, productivity, Records Management, SharePoint, X1 Search 9

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