Symantec Clearwell eDiscovery Platform 7.x: Administration

Symantec Clearwell eDiscovery Platform 7.x: Administration Course Description

Duration: 5.00 days (40 hours)

The Symantec Clearwell eDiscovery Platform 7.x: Administration course is designed for the network, IT security, systems administration, and support professional tasked with configuring Clearwell and managing cases in Clearwell. This course covers the major functionality of the Clearwell eDiscovery Platform as well as best practices for managing eDiscovery projects. Main course topics include system management, case setup, legal hold, collections, processing, search, review, and export.

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Intended Audience for this Symantec Clearwell eDiscovery Platform 7.x: Administration Course

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

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Symantec Clearwell eDiscovery Platform 7.x: Administration Course Objectives

  • » After completing this course, you will be able to:
  • » Set up and send Legal Hold Notices.
  • » Manage Legal Holds.
  • » Perform Identification and Collection of electronic items for discovery.
  • » Manage Identification and Collections.
  • » Setup and configure the system.
  • » Create and setup cases.
  • » Understand data pre-processing and processing.
  • » Understand early case assessments and data culling.
  • » Use Advanced Search capabilities.
  • » Manage Review setup and management.
  • » Understand reporting and exception handling.
  • » Print, export, and produce documents in Clearwell.

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Symantec Clearwell eDiscovery Platform 7.x: Administration Course Outline

      1. Legal Hold and Collection (LHC)
        1. Introduction to Clearwell
        2. Course overview and introductions
        3. Clearwell appliance overview
        4. Clearwell login and user interface fundamentals
        5. Legal Holds and Hold Notices
        6. Overview of legal hold
        7. Creating legal holds
        8. Creating and sending hold notices
        9. System administration versus custodian notice
        10. Customizing Notices and Managing Confirmations
        11. Customizing notice language and surveys
        12. Using reminders and escalations
        13. Hold Notice Confirmation Web page
        14. Responding to notices and completing surveys
        15. Legal Hold Management and Tracking
        16. Legal Hold page
        17. Releasing legal holds
        18. Managing legal hold user permissions, backup, and license
        19. Identification and Collection Fundamentals
        20. Overview of Identification and Collection
        21. Source accounts and Active Directory discovery
        22. Creating sources
        23. Using source filters
        24. Creating destinations
        25. Collections and Collection Tasks
        26. Overview of Collections and tasks
        27. Collecting from Exchange, File Share, and SharePoint
        28. Filtering Collection tasks
        29. Assigning custodians
        30. Managing statuses and schedules for Collection tasks
        31. OnSite Collections and Collection Sets
        32. Preparing an installer package
        33. Running OnSite Collector
        34. Evaluating collected data
        35. Creating collection sets
        36. Adding a collection set to a case
        37. Collection Reporting and Maintenance
        38. Collection reporting capabilities
        39. Data collection speed and planning considerations
        40. Identification and Collection backup, user roles, and troubleshooting
      2. Processing, Review, and Export (PRE)
        1. Clearwell Introduction
        2. Course overview
        3. Clearwell appliance overview
        4. Clearwell login and user interface fundamentals
        5. Clearwell System Settings
        6. System settings
        7. Users, jobs, and sessions
        8. Clearwell backups and Clearwell Utility
        9. Working with Clearwell Support
        10. Case Creation and Management
        11. Case data organization
        12. All Cases page and case settings
        13. Creating a new case
        14. Processing settings
        15. Discovery and Processing
        16. Sources page
        17. Managing discovery jobs
        18. Load file import
        19. Pre-processing options
        20. Managing processing jobs
        21. Document List, Filters and Analytics
        22. Overview of the Document List page
        23. Using filters
        24. Discussion threads, topics, and participants
        25. Managing Optical Character Recognition jobs
        26. Advanced Search and Concept Search
        27. Advanced search criteria
        28. Keyword search
        29. Concept search
        30. Saved searches and reports
        31. Tags and Folders
        32. Tag setup
        33. Folder setup
        34. Batch folders and review assignment
        35. Bulk tagging and foldering
        36. User Setup and Management
        37. Understanding system and case user setup
        38. Adding users
        39. Creating Access profiles
        40. Review Mode and Review Management
        41. Understanding Review mode and view options
        42. Redaction
        43. Document cache and hit highlighting
        44. Review Dashboard
        45. Exporting Data: Native and Metadata Exports
        46. Organizing documents for export
        47. Native export
        48. Metadata export
        49. Creating and Exporting Productions
        50. Production workflow
        51. Production folder settings
        52. Production export
        53. Clearwell Review and Summary Lab
        54. Reporting and audit functionality
        55. Distributed architecture options
        56. Review of case workflow and key functionality

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Do you have the right background for Symantec Clearwell eDiscovery Platform 7.x: Administration?

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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