Clearwell eDiscovery Platform 7.x: Processing, Review and Export

Clearwell eDiscovery Platform 7.x: Processing, Review and Export Course Description

Duration: 3.00 days (24 hours)

The Symantec Clearwell eDiscovery Platform 7.x:Processing, Review and Export course is designed for eDiscovery specialists, legal staff, IT managers, systems administrators, and support professionals tasked with managing Clearwell cases and environments. 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, processing,
search, review, and export. The 3-day Processing, Review and Export course is a sub-component of the 5-day Symantec
Clearwell eDiscovery Platform 7.x: Administration course; Processing, Review and Export makes up the final three 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: Processing, Review and Export 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: Processing, Review and Export Course Objectives

  • » After completing this course, you will be able to:
  • » Setup and configure the system.
  • » Create and setup cases.
  • » Understand data pre-processing and processing.
  • » Perform Load File Import (LFI).
  • » Understand early case assessments and data culling.
  • » Us eClearwell Advanced Search capabilities.
  • » Describe the basics of Transparent Predictive Coding.
  • » Perform review setup and management.
  • » Understand reporting and exception handling.
  • » Print, export, and produce documents in Clearwell.

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Clearwell eDiscovery Platform 7.x: Processing, Review and Export Course Outline

      1. Lesson 1: Introduction to Clearwell
        1. Legal Discovery and EDRM overview
        2. Clearwell appliance overview
        3. Clearwell application installation overview
      2. Lesson 2: Clearwell System Settings
        1. Clearwell architecture
        2. System settings and tasks
        3. Backups
        4. Clearwell utility and services
        5. Clearwell support
        6. Hands-on labs:
        7. System settings and Clearwell user interface
        8. Runa case backup
        9. Use the Clearwell utility
        10. Upload logs for support
      3. Lesson 3: Case Creation and Management
        1. Source setup
        2. All cases area
        3. Creating a new case
        4. Processing settings
        5. Hands-on labs:
        6. Modify the All Cases settings
        7. Create a new case
        8. Configure processing settings
      4. Lesson 4: Source Setup, Discovery and Processing
        1. Discovery (pre-processing)
        2. Pre-processing options
        3. Processing
        4. Hands-on labs:
        5. Add Case Folder Source
        6. Perform Discovery
        7. Perform Processing
        8. Perform Load File Import (LFI)
      5. Lesson 5: Document List, Filters and Analytics
        1. Document List page
        2. Search filters
        3. Analysis tools
        4. Hands-on labs:
        5. Perform basic searches
        6. View discussion threads
        7. Filter data
        8. Perform an OCR job
      6. Lesson 6: Advanced Search and Predictive Coding
        1. Advanced search
        2. Keyword search
        3. Transparent Predictive Coding
        4. Concept search
        5. Saved search
        6. Hands-on labs:
        7. Perform advanced searches
        8. Use Transparent
        9. Predictive Coding
        10. Create search reports
        11. Create and manage saved searches
        12. Perform concept searches (optional)
      7. Lesson 7: Tags and Folders
        1. Tags
        2. Folders
        3. Bulk tag operations
        4. Hands-on labs:
        5. Create and assign folders and batch folders
        6. Create tag lists
        7. Use tag variations
        8. Separate Tagging of Attachments
        9. Perform bulk tagging
      8. Lesson 8: User Setup and Management
        1. User management
        2. Creating a new user
        3. User Access Profiles
        4. Hands-on labs:
        5. Create users
        6. Create Access Profiles
      9. Lesson 9: Review Mode and Review Management
        1. Review mode
        2. Redaction
        3. Review management
        4. Hands-on labs:
        5. Review and tag documents
        6. Redact documents
        7. Perform document cache and hit highlighting
        8. Generate reports from the review dashboard
      10. Lesson 10: Exporting Data: Native Only and Metadata
        1. Exports
        2. Printing
        3. Export workflow
        4. Native Only export
        5. Metadata export
        6. Hands-on labs:
        7. Tag documents for export
        8. Run a Native Only export
        9. Run a Metadata export
      11. Lesson 11: Creating and Exporting Productions
        1. Production definition and workflow
        2. Creating productions
        3. Exporting productions
        4. Hands-on labs:
        5. Plan for a production
        6. Run production
        7. Export production
      12. Lesson 12: Clearwell Review
        1. Review of case workflow and key functionality
        2. Hands-on labs: Perform a hypothetical eDiscovery case from start to finish

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Do you have the right background for Clearwell eDiscovery Platform 7.x: Processing, Review and Export?

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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