Symantec Clearwell eDiscovery Platform 7.x Processing, Review and Export
- Course Code HA0430
- Duration 3 days
Course Delivery
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Course Delivery
This course is available in the following formats:
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Public Classroom
Traditional Classroom Learning
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Course Overview
TopCourse Schedule
TopTarget Audience
TopCourse Objectives
TopAfter completing this course, you will be able to:
- Set up 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.
Course Content
TopLesson 1: 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
Lesson 2: Clearwell System Settings
- Clearwell architecture
- System settings and tasks
- Backups
- Clearwell utility and services
- Clearwell support
- Hands-on labs:
- System settings and Clearwell user interface
- Run a case backup
- Use the Clearwell utility
- Upload logs for support
Lesson 3: Case Creation and Management
- Source setup
- All cases area
- Creating a new case
- Processing settings
- Hands-on labs:
- Modify the All Cases settings
- Create a new case
- Configure processing settings
Lesson 4: Source Setup, Discovery and Processing
- Discovery (pre-processing)
- Pre-processing options
- Processing
- Hands-on labs:
- Add Case Folder Source
- Perform Discovery
- Perform Processing
- Perform Load File Import (LFI)
Lesson 5: Document List, Filters and Analytics
- Document List page
- Search filters
- Analysis tools
- Hands-on labs:
- Perform basic searches
- View discussion threads
- Filter data
- Perform an OCR job
Lesson 6: Advanced Search and Predictive Coding
- Advanced search
- Keyword search
- Transparent Predictive Coding
- Concept search
- Saved search
- Hands-on labs:
- Perform advanced searches
- Use Transparent Predictive Coding
- Create search reports
- Create and manage saved searches
- Perform concept searches (optional)
Lesson 7: Tags and Folders
- Tags
- Folders
- Bulk tag operations
- Hands-on labs:
- Create and assign folders and batch folders
- Create tag lists
- Use tag variations
- Separate Tagging of Attachments (STOA)
- Perform bulk tagging (SmartTag)
Lesson 8: User Setup and Management
- User management
- Creating a new user
- User Access Profiles
- Hands-on labs:
- Create users
- Create Access Profiles
Lesson 9: Review Mode and Review Management
- Review mode
- Redaction
- Review management
- Hands-on labs:
- Review and tag documents
- Redact documents
- Perform document cache and hit highlighting
- Generate reports from the review dashboard
Lesson 10: Exporting Data: Native Only and Metadata
- Exports
- Printing
- Export workflow
- Native Only export
- Metadata export
- Hands-on labs:
- Tag documents for export
- Run a Native Only export
- Run a Metadata export
Lesson 11: Creating and Exporting Productions
- Production definition and workflow
- Creating productions
- Exporting productions
- Hands-on labs:
- Plan for a production
- Run production
- Export production
Lesson 12: Clearwell Review
- Review of case workflow and key functionality
- Hands-on labs:
- Perform a hypothetical eDiscovery case from start to finish
Course Prerequisites
TopThere are no required prerequisites. To get the most out of the training session, however, Symantec strongly suggests that you have a basic understanding of electronic discovery and the Symantec Clearwell eDiscovery Platform. If you are new to electronic discovery or Clearwell, Symantec recommends the following options to facilitate a more effective experience:
- View a Flash demo as well as read about Clearwell at www.clearwellsystems.com.
- Contact your Symantec representative to arrange a short demonstration.
- HA0430
- Symantec Clearwell eDiscovery Platform 7.x Processing, Review and Export
- Storage
- HA0430 | Symantec Clearwell eDiscovery Platform 7.x Processing, Review and Export | Training Course | Veritas.
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