Clearwell eDiscovery Platform 7.x: Legal Hold and Collection

Clearwell eDiscovery Platform 7.x: Legal Hold and Collection Course Description

Duration: 2.00 days (16 hours)

The Symantec Clearwell eDiscovery Platform 7.x: Legal Hold and Collection course is designed for eDiscovery specialists, legal staff, IT managers, systems administrators, and support professionals tasked with managing legal holds and data collections in a Clearwell environment.

This class covers the major Legal Hold and Collection functionalities of the Clearwell eDiscovery Platform, including Legal Hold Setup, Hold notices, Collection Setup, Collection Tasks, and more. The 2-day Legal Hold and Collection course is a sub-component of the 5-day Symantec Clearwell eDiscovery Platform 7.x: Administration course; Legal Hold and Collection makes up the first two days of the Administration course.

Next Class Dates

Contact us to customize this class with your own dates, times and location. You can also call 1-888-563-8266 or chat live with a Learning Consultant.

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Intended Audience for this Clearwell eDiscovery Platform 7.x: Legal Hold and Collection Course

  • » This course is for customers, partners, support engineers, and consultants who need to use and maintain the Symantec Clearwell eDiscovery Platform.

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Clearwell eDiscovery Platform 7.x: Legal Hold and Collection Course Objectives

  • » Setup and send Legal Hold Notices.
  • » Manage Legal Holds.
  • » Set up collection of electronic items for discovery.
  • » Manage identification and collections.
  • » Work with Enterprise Vault "Hold in Place".

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Clearwell eDiscovery Platform 7.x: Legal Hold and Collection Course Outline

      1. Clearwell Introduction
        1. Course overview
        2. Clearwell appliance overview
        3. Clearwell login and user interface fundamentals
      2. Clearwell System Settings
        1. System settings
        2. Users, jobs, and sessions
        3. Clearwell backups and Clearwell Utility
        4. Working with Clearwell Support
      3. Case Creation and Management
        1. Case data organization
        2. All Cases page and case settings
        3. Creating a new case
        4. Processing settings
      4. Discovery and Processing
        1. Sources page
        2. Managing discovery jobs
        3. Load file import
        4. Pre-processing options
        5. Managing Processing jobs
      5. Document List, Filters and Analytics
        1. Overview of the Document List page
        2. Using filters
        3. Discussion threads, topics, and participants
        4. Managing Optical Character Recognition jobs
      6. Advanced Search and Concept Search
        1. Advanced search criteria
        2. Keyword search
        3. Concept search
        4. Saved searches and reports
      7. Tags and Folders
        1. Tag setup
        2. Folder setup
        3. Batch folders and review assignment
        4. Bulk tagging and foldering
      8. User Setup and Management
        1. Understanding system and case user setup
        2. Adding users
        3. Creating Access Profiles
      9. Review Mode and Review Management
        1. Understanding Review mode and view options
        2. Redaction
        3. Document cache and hit highlighting
        4. Review Dashboard
      10. Exporting Data: Native and Metadata Exports
        1. Organizing documents for export
        2. Native export
        3. Metadata export
      11. Creating and Exporting Productions
        1. Production workflow
        2. Production folder settings
        3. Production export
      12. Clearwell Review and Summary Lab
        1. Reporting and audit functionality
        2. Distributed architecture options
        3. Review of case workflow and key functionality

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Do you have the right background for Clearwell eDiscovery Platform 7.x: Legal Hold and Collection?

Skills Assessment

We ensure your success by asking all students to take a FREE Skill Assessment test. These short, instructor-written tests are an objective measure of your current skills that help us determine whether or not you will be able to meet your goals by attending this course at your current skill level. If we determine that you need additional preparation or training in order to gain the most value from this course, we will recommend cost-effective solutions that you can use to get ready for the course.

Our required skill-assessments ensure that:

  1. All students in the class are at a comparable skill level, so the class can run smoothly without beginners slowing down the class for everyone else.
  2. NetCom students enjoy one of the industry's highest success rates, and pass rates when a certification exam is involved.
  3. We stay committed to providing you real value. Again, your success is paramount; we will register you only if you have the skills to succeed.
This assessment is for your benefit and best taken without any preparation or reference materials, so your skills can be objectively measured.

Take your FREE Skill Assessment test »

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Award winning, world-class Instructors

Our instructors are passionate at teaching and are experts in their respective fields. Our average NetCom instructor has many, many years of real-world experience and impart their priceless, valuable knowledge to our students every single day. See our world-class instructors.   See more instructors...

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Read what students had to say about their experience at NetCom.   Read student testimonials...

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