Veritas Clearwell eDiscovery Platform 7.x: Legal Hold and Collection (CEPLHC)

Course Description Schedule Course Outline

About this Course

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 Clear well 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.

Who should attend

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

Class Prerequisites

There 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:

  • Review the Legal Hold User Guide, Identification and Collection Guide or other Clearwell reference materials (contact your Symantec representative or Education Services contact for copies).

What You Will Learn

After completing this course, you will be able to:

  • 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”.

Outline: Veritas Clearwell eDiscovery Platform 7.x: Legal Hold and Collection (CEPLHC)

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

Duration 2 days

  • United States: US$ 1,400
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Online Training

Duration 2 days

  • United States: US$ 1,400
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