Veritas Clearwell eDiscovery Platform 7.x: Processing, Review, and Export (CEPPRE)

Course Description Schedule Course Outline

About this Course

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.

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 Clearwell Reviewer QuickStart Guide, Case Administrator Guide, or other Clearwell reference materials (contact your Symantec representative or Education Services contact for copies).
  • View online training and general information about electronic discovery at www.edrm.net.

What You Will Learn

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.

Outline: Veritas Clearwell eDiscovery Platform 7.x: Processing, Review, and Export (CEPPRE)

Lesson 1: Introduction to Clearwell
  • Legal Discovery and EDRM overview
  • Clearwell appliance overview
  • Clearwell application installation overview
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
  • Runa 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
  • Perform bulk tagging
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
Classroom Training

Duration 3 days

  • United States: US$ 2,100
Enroll now
Online Training

Duration 3 days

  • United States: US$ 2,100
Enroll now

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