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Enterprise Grade Instant Messaging

Instant Messaging (IM) is one of the "killer apps" in the consumer market. Slowly but surely IM gains popularity and it might one day challenge e-mail as the most important Internet consumer application.

Picking up habits from their home computers, Internet users started a trend of moving IM from their home machines to corporate desktops. During last year corporate use of Instant Messaging became a significant factor. Interestingly, this trend did not start in corporate IT departments. Rather, IT professionals have been largely caught off-guard. Instead of planning IM infrastructure they have found themselves trying to regulate user access to outside IM services. The natural reaction, especially after September 11, was, in many cases, to disable access to public consumer-grade IM services from corporate desktops.

Is this decision a correct one?

The answer is: yes, it is. Consumer grade instant messaging has no business on corporate desktops. This white paper explains why by examining various negative aspects of consumer grade IM and defining features of Enterprise-grade IM systems.

External service vs. in-house installation

All popular IM systems run on top of infrastructure provided by large providers. AOL, Yahoo, and MSN dominate the market. This brings us to the 1st critical question: are corporations to outsource IM services to these providers? It is interesting to compare IM with e-mail. How many large corporations outsource their e-mail services to providers that also handle public, insecure mail systems? We all know the answer - they don't!. Why should IM infrastructure be different?

At this time, lack of a proven, secure IM infrastructure software makes corporations scramble for solutions and consider outside service as an alternative. We believe that this is a short-term trend only. All corporate IM infrastructure created in next few years will be installed in-house, as e-mail infrastructure is today. IM will become as business critical as e-mail is today, and IM infrastructure will be handled accordingly.

Hence, if you are looking today for a corporate IM solution, you should look for a IM infrastructure software vendor, not for a public service provider rooted in consumer service culture.

Global vs. corporation-wide reach

Consumer grade IM systems have a global reach - in their separate domains. Major IM systems don't interoperate. Is this a concern for corporate users? Shall corporations wait with deployment of IM infrastructure until one dominant vendor or service provider emerges?

It seems that the answer is clearly "No". IM wars are not like browser wars - there will be no one winner. A browser solution, operating in a strictly standard environment, could have been hijacked. IM client software is a small part of a much larger infrastructure, which is proprietary. These infrastructures are not going to disappear or be conquered any time soon. The most likely course of action is that the IETF standard for instant messaging currently under development will provide interoperability between different systems. One day we will have a global IM infrastructure, and all viable IM systems will be able to participate. In short term, corporations should look for a solution that offers a set of features best suited to their needs.

Dangers of using consumer-grade IMs in business

Business tool or a fringe benefit? IM is being introduced in corporate world to improve bottom line by increasing efficiency. Efficiency is not increased if employees can receive at any time messages from their friends and engage in private conversations. Interoperability with consumer grade IMs may actually be detrimental.

What is all this stuff in my IM? Consumer-grade IMs are designed according to "kitchen sink" principles: the more features designers can pack in, the better. IMs try be be a universal communication application: multiple chat windows clutter the desktop, audio is being added in rather haphazard fashion, file transfer became a standard feature, unmanaged "buddy lists" allow communication with arbitrary groups of users. Letting such service operate in corporate environment is equivalent to disabling corporate firewall and relinquishing control over information transfer in and out of corporation.

Built to leak: Corporations are, and should be, very particular about what information leaves corporate networks. File transfer functionality does not make any sense as a part of Instant Messaging. It does not provide any conceivable advantage over e-mail attachments, and e-mail systems are already well equipped to provide audit and filtering functions for such content. Also, large files have no business being transferred using the IM infrastructure consisting of messaging servers tuned for short messages. Introducing this type of traffic makes it much more difficult to provision networks supporting IM. We hence suggest that file transfer should be banned from IM functionality unless it is handled by automated hand-off to corporate e-mail system.

Anybody eavesdropping? Unencrypted data and no support for audit are another detrimental factor. Some of the vendors move IM traffic to VPNs. This is entirely incorrect solutions. VPNs are not designed to support random connectivity. Data security in instant messengers should assume insecure network and be handled on application level, with embedded, maintenence-free PKI provided within IM infrastructure. Message logging should be supported to enable audit.

"We encrypt messages hence we are secure" - this is what AOL and Yahoo wants you to believe. What good is message encryption if you don't really know with whom you are exchanging messages? To be secure, a product MUST support AT LEAST user authentication, user authorization, and data integrity. Any of these elements is missing, and the product does not qualify as secure. Encryption alone does not solve anything. You may want to consider the fact that of all the security breaches we have seen since Internet went commercial not even one involved actually breaking data encryption!

Am I your buddy, Susan? "Buddy lists" seem to be a prevalent mechanism used to manage user groups. While working fine for private use, buddy list is a useless concept in corporations.

Doing business is not about "buddies" - dynamic group structure is driven by tasks, projects, and relationships that must be centrally managed. Failing to do so results in broken communicating patterns - "You are on my buddy list but I'm not on yours - don't you like me?" With no concept of centrally managed communities, consumer grade IMs don't have tools to build and support workgroups.

Don't talk to me, boss! Since consumer-grade IMs are already being attacked by spammers and/or by viruses (courtesy integrated file transfer), designers were quick to provide filtering capability. In corporate setting, filtering should only be accessible for IT personnel. After all, users want to be certain that their messages are received!

Can I manage my users, please? Having no way to build communities, consumer grade IMs of course lack tools for user authentication, authorization, and for setting access rights to workgroups. Implementation of secure group-wide communication is very problematic in such situation.

Instant messaging vs. collaboration Kitchen-sink design of consumer grade IMs demonstrates ignorance of the consumer-grade IM designers in the matter of structured communication and collaboration process. By packing "collaboration" features such as audio, chat, and whiteboards, IM vendors try to get into collaboration tools market. Yet, these ad-hoc solutions are inferior and, frankly, quite naive. IMs cannot and should not replace high-quality enterprise collaboration tools.

An IM client should provide three basic functionalities: community access, short messages support and presence manager. These features are all necessary but also sufficient to provide users with the awareness and feel of connectivity. Once these are established, the IM should be able to jump-start collaborative sessions using arbitrary collaboration software by providing a "gateway menu". This gives IT managers freedom to pick up best IM and, independently, best collaboration software. IM should support a "single sign-on" capability, i.e., if a user has already identified him/herself to instant messenger, her/his credentials should be securely transferred to the collaboration toolset.

How many chat windows I need to stop me from doing my work? The issue of HOW instant messages are delivered is very often ignored. Yet, it is critical if a corporation hopes to reap measurable benefits from deploying an IM system.

The consumer grade IMs adopt a multi-chat paradigm - if a user communicates with several other users, multiple mini-chat windows pop up on the desktop. In our experience, this is a terrible design. Managing these windows is a chore and a distraction. A much more efficient design is to deliver a message in a pop-up window, let user respond, and hide the messenger interface - a la SMS. This approach lets users do whatever they are doing while being able to interact with minimal distraction.

If a situation calls for an extended one-to-one or group meeting, the above mentioned gateway to a collaboration systems brings up more advanced tools for an instant collaboration session. Conversely, notifications about scheduled virtual meetings can be delivered via IM. This is an important part of what we call Secure Unified Collaboration approach.

CollabWorx SIM - Instant Messaging for Enterprise:

We offer an IM solution that has been designed for corporate use from ground up. Please refer to the detailed product description for more information.

 

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