Granted Patent B2

US 10,257,147 · App. 15/812,908 · Granted Apr 9, 2019

Inventors: Curtis T. Johnstone (Ottawa, CA); Tomas Willis (Madison, WI)

Assignee: QUEST SOFTWARE INC.

H04L51/22H04L51/08H04L67/02H04L67/1097H04L67/42

Abstract

Claims (87)

1. A computer-implemented method, comprising:

accessing a mailbox from a source email platform, the mailbox including a plurality of email messages associated with a user; and

performing a pre-transfer assessment on the mailbox, wherein the pre-transfer assessment includes:

applying one or more transferability rules to a first email message in the mailbox,

applying one or more exception rules to the first email message in the mailbox, and

designating the first email message in the mailbox for exclusion from a migration or archiving operation based on at least one of:

a result of an application of the one or more transferability rules, and

a result of the application of the one or more exception rules,

performing the migration or archiving operation on the mailbox, wherein the migration or archiving operation is not performed on the first email message designated for exclusion;

sending, to a user device, one or more selectable actions to be performed on the first email message excluded from the migration or archiving operation;

receiving, from the user device, a selection of at least one of the one or more actions to be performed on the first email message designated for exclusion; and

performing the selected at least one or more actions on the first email message designated for exclusion.

2. The method of claim 1 , wherein applying the one or more transferability rules to the first email message of the assessed mailbox includes determining that the first email message of the assessed mailbox includes an attachment file that exceeds a predetermined attachment size limit.

3. The method of claim 2 , wherein determining that the first email message of the assessed mailbox includes an attachment file that exceeds the predetermined attachment size limit includes:

inspecting the mailbox for the first email message containing an attachment file,

determining a file size of a detected attachment file, and

comparing the file size of the detected attachment file to the predetermined attachment size limit.

4. The method of claim 1 , wherein applying the one or more exception rules to each email message of the assessed mailbox includes determining that an age of an email message of the assessed mailbox exceeds a predetermined age limit.

5. The method of claim 1 , wherein applying one or more exception rules to each email message contained in the assessed mailbox includes determining that an attachment file of an email message contained in the assessed mailbox exceeds a predetermined attachment age limit defined by a user:

inspecting the mailbox for the first email message containing an attachment file,

determining an age of a detected attachment file, and

comparing the age of the detected attachment file to the predetermined attachment age limit.

6. The method of claim 1 , wherein applying one or more exception rules to each email message of the assessed mailbox includes applying a predetermined retention policy defined by a user, wherein applying a predetermined retention policy defined by a user includes at least one of:

comparing a classification associated with the email message to a predetermined classification defined by a user, wherein the classification includes at least one of personal information, business information, and confidential information; and

comparing a file type associated with the email message to a predetermined file type defined by a user.

7. The method of claim 1 , wherein performing the selected at least one or more actions on the first email message designated for exclusion includes at least one of:

deleting the first email message;

storing the first email message on a remote storage device;

decrypting an encrypted email message and then performing the migration or archiving operation on the decrypted email message;

modifying the first email message by deleting an attachment file of the first email message and then performing the migration or archiving operation on the modified first email message; and

modifying the first email message by stubbing an attachment file of the first email message and then performing the migration or archiving operation on the modified first email message.

8. The method of claim 1 , wherein performing the selected one or more actions on the first email message designated for exclusion includes:

making an attachment file of the first email message available for download until a predetermined expiration time,

modifying the first email message by deleting the attachment file when the expiration time arrives, and

performing the migration or archiving operation on the modified first email message.

9. A non-transitory computer-readable storage medium having embodied thereon a computer program executable by a processor to cause a system to perform operations comprising:

accessing a mailbox from a source email platform, the mailbox including a plurality of email messages associated with a user; and

performing a pre-transfer assessment on the mailbox, wherein the pre-transfer assessment includes:

applying one or more transferability rules to a first email message contained in the assessed mailbox,

applying one or more exception rules to the first email message contained in the assessed mailbox, and

designating the first email message in mailbox for exclusion from a migration or archiving operation based on at least one of:

a result of the application of the one or more transferability rules, and

a result of the application of the one or more exception rules,

performing the migration or archiving operation on the mailbox, wherein the migration or archiving operation is not performed on the first email message designated for exclusion;

sending, to a user device, one or more selectable actions to be performed on the first email message excluded from the migration or archiving operation;

receiving from the user a device, a selection of at least one of the one or more actions to be performed on the first email message designated for exclusion; and

performing the selected at least one or more actions on the first email message designated for exclusion.

10. The non-transitory computer-readable storage medium of claim 9 , wherein applying the one or more transferability rules to the first email message of the assessed mailbox includes determining that the first email message of the assessed mailbox includes an attachment file that exceeds a predetermined attachment size limit.

11. The non-transitory computer-readable storage medium of claim 10 , wherein determining that the first email message of the assessed mailbox includes an attachment file that exceeds the predetermined attachment size limit includes:

inspecting the mailbox for the first email message containing an attachment file,

determining a file size of a detected attachment file, and

comparing the file size of the detected attachment file to the predetermined attachment size limit.

12. The non-transitory computer-readable storage medium of claim 9 , wherein applying the one or more exception rules to each email message of the assessed mailbox includes determining that an age of an email message of the assessed mailbox exceeds a predetermined age limit.

13. The non-transitory computer-readable storage medium of claim 9 , wherein applying one or more exception rules to each email message contained in the assessed mailbox includes determining that an attachment file of an email message contained in the assessed mailbox exceeds a predetermined attachment age limit defined by a user by:

inspecting the mailbox for the first email message containing an attachment file,

determining an age of a detected attachment file, and

comparing the age of the detected attachment file to the predetermined attachment age limit.

14. The non-transitory computer-readable storage medium of claim 13 , wherein applying one or more exception rules to each email message of the assessed mailbox includes applying a predetermined retention policy defined by a user, wherein applying a predetermined retention policy defined by a user includes at least one of:

comparing a classification associated with the email message to a predetermined classification defined by a user, wherein the classification includes at least one of personal information, business information, and confidential information; and

comparing a file type associated with the email message to a predetermined file type defined by a user.

15. A system, comprising:

a memory; and

one or more processors operatively coupled to the memory, the one or more processors being configured to execute operations, comprising:

access a mailbox from a source email platform, the mailbox including a plurality of email messages associated with a user; and

perform a pre-transfer assessment on the mailbox, wherein the pre-transfer assessment includes:

apply one or more transferability rules to a first email message in the mailbox,

apply one or more exception rules to the first email message in the mailbox, and

designate the first email message in the mailbox for exclusion from a migration or archiving operation based on at least one of:

a result of the application of the one or more transferability rules, and

a result of the application of the one or more exception rules,

perform the migration or archiving operation on the mailbox, wherein the migration or archiving operation is not performed on the first email message designated for exclusion;

send, to a user device, one or more selectable actions to be performed on the first email message excluded from the migration or archiving operation;

receive, from the user device, a selection of at least one of the one or more actions to be performed on the first email message designated for exclusion; and

perform the selected at least one or more actions on the first email message designated for exclusion.

16. The system of claim 15 , wherein applying the one or more transferability rules to the first email message of the assessed mailbox includes determining that the first email message of the assessed mailbox includes an attachment file that exceeds a predetermined attachment size limit.

17. The system of claim 16 , wherein determining that the first email message of the assessed mailbox includes an attachment file that exceeds the predetermined attachment size limit includes:

inspecting the mailbox for the first email message containing an attachment file,

determining a file size of a detected attachment file, and

comparing the file size of the detected attachment file to the predetermined attachment size limit.

18. The system of claim 15 , wherein applying the one or more exception rules to each email message of the assessed mailbox includes determining that an age of an email message of the assessed mailbox exceeds a predetermined age limit.

19. The system of claim 15 , wherein applying one or more exception rules to each email message contained in the assessed mailbox includes determining that an attachment file of an email message contained in the assessed mailbox exceeds a predetermined attachment age limit defined by a user by:

inspecting the mailbox for the first email message containing an attachment file,

determining an age of a detected attachment file, and

comparing the age of the detected attachment file to the predetermined attachment age limit.

20. The system of claim 19 , wherein applying one or more exception rules to each email message of the assessed mailbox includes applying a predetermined retention policy defined by a user, wherein applying a predetermined retention policy defined by a user includes at least one of:

comparing a classification associated with the email message to a predetermined classification defined by a user, wherein the classification includes at least one of personal information, business information, and confidential information; and

comparing a file type associated with the email message to a predetermined file type defined by a user.

Assignments (12)

Continuity (2)