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Symantec Clearwell eDiscovery Platform: Administration

( Duration: 5 Days )

This Symantec Clearwell eDiscovery Platform: Administration training course covers the major functionalities of the Clearwell eDiscovery Platform as well as best practices for managing eDiscovery projects in Clearwell including processing, search techniques, workflow management, export guidelines, and so on. This course is composed of three sub-courses: Legal Hold and Collection, Processing, Review and Export and a third sub-course, Symantec Clearwell eDiscovery Platform: Differences, covering the changes implemented for Symantec Clearwell eDiscovery Platform in v.7.1.3.

By attending Symantec Clearwell eDiscovery Platform: Administration workshop, delegates will learn to:

  • Setup and send Legal Hold Notices
  • Manage Legal Holds
  • Perform Identification and Collection of electronic items for discovery
  • Manage Identification and Collections
  • Work with Enterprise Vault Hold in Place
  • 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
  • Describe Clearwell Advanced Search capabilities
  • Describe the basics of Transparent Predictive Coding
  • Review setup and management
  • Understand reporting and exception handling
  • Print, export, and produce documents in Clearwell

  • Basic understanding of electronic discovery and the Symantec Clearwell eDiscovery Platform.

The Symantec Clearwell eDiscovery Platform: Administration class is ideal for:

  • Network, It Security, Systems Administration, and Support Professional tasked with configuring, and maintaining a Clearwell environment.

COURSE AGENDA

1

Intro to Clearwell

  • Legal Discovery and EDRM overview
  • Clearwell appliance overview
  • Clearwell application installation overview
  • Clearwell Login and UI fundamentals
  • High-level workflows with Clearwell
2

Legal Hold and Hold Notices

  • Overview of legal hold
  • Importing and managing custodians
  • Creating and sending hold notices
3

Customizing Notices and Managing Confirmations

  • Customizing notice language and surveys
  • Managing custodian confirmations
4

Legal Hold Management and Tracking

  • Legal hold tracking and release
  • Setup and maintenance activities
5

Identification and Collection Fundamentals

  • Overview of identification and collection
  • Source and Active Directory discovery
6

Collections and Collection Tasks

  • Creating collections
  • Filtering data and assigning custodians
  • Enterprise Vault Hold-in-Place (EV Holds)
7

OnSite Collections and Collection Sets

  • OnSite collections overview and workflow
  • Preparing and running OnSite Collector
  • Creating collection sets and adding to case
8

Collection Reporting and Maintenance

  • Collection reporting capabilities
  • IC backup, user roles, licensing
9

Introduction to Clearwell

  • Legal discovery and EDRM overview
  • Clearwell appliance overview
  • Clearwell application installation overview
  • Clearwell login and UI fundamentals
  • High-level workflows with Clearwell
10

Clearwell System Settings

  • Clearwell Architecture
  • System settings and tasks
  • Backups
  • Clearwell Utility and services
  • Clearwell Support
11

Case Creation and Management

  • Source Setup
  • All cases area
  • Creating a new case
  • Processing settings
12

Source Setup, Discovery and Processing

  • Discovery (pre-processing)
  • Pre-processing options
  • Processing
13

Document List, Filters and Analytics

  • Document List page
  • Search filters
  • Analysis tools
14

Advanced Search and Predictive Coding

  • Advanced search
  • Keyword search
  • Transparent Predictive Coding
  • Concept search
  • Saved search
15

Tags and Folders

  • Tags
  • Folders
  • Bulk tag operations
16

User Setup and Management

  • User management
  • Creating a new user
  • User Access Profiles
17

Review Mode and Review Management

  • Review mode
  • Redaction
  • Review management
18

Exporting Data: Native Only and Metadata Exports

  • Printing
  • Export workflow
  • Native Only export
  • Metadata export
19

Creating and Exporting Productions

  • Production definition and workflow
  • Creating productions
  • Exporting productions
  • Export production
20

Custodian Manager

  • Functionality
  • Workflow
  • New Jobs
  • Feature Summary
  • Basic Troubleshooting
21

Enterprise Vault (EV) Search Preview

  • Purpose
  • Enterprise Vault (EV) Search Tasks
  • Analytics
  • Preview
  • Basic Troubleshooting
22

Installer Improvements

  • Installer Improvements
23

Upgrade considerations

  • Upgrade considerations
  • 3rd party upgrades
24

Processing

  • Improved Container Handling
  • Strong File Typing Based Processing
  • Configure Crawler Properties at Case
  • Processing Improvements
  • Distributed Architecture UI Enhancements
  • LFI Improvement
  • Processing Reports
25

Enterprise Vault Integration, Case Matter Management Fields and Telemetry

  • Enterprise Vault (EV) Blind Carbon Copy (BCC) and Distribution List (DL) support
  • Native View/Exports and Prints
  • Adding Case Matter Management Fields
  • Telemetry
26

Search, Review and Search Reports

  • Search Report
  • Search Hit Report
  • Separate Tagging of Attachments (STOA) Fix
  • E-mail Header Search
  • Project C
  • Predictive Coding Graphs
  • Disable Find Similar
27

Exports and Productions

  • Image Remediation
  • Exports

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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