Administration of Clearwell ediscovery Platform 7.x Study Guide

Transcription

1 Administration of Clearwell ediscovery Platform 7.x Study Guide The following tables list the Symantec SCS Certification exam objectives for the Administration of Clearwell ediscovery Platform 7.x exam and how these objectives align to the course. Recommended Training: (ILT/VA/OD-ILT) or o o Clearwell ediscovery Platform 7.x: Legal Hold and Collection and Clearwell ediscovery Platform 7.x: Processing, Review and Export The product documentation for this exam is: Legal Hold Setup Guide Legal Hold User Guide Identification and Collection Network Setup Checklist Identification and Collection Network Setup Guide Identification and Collection Guide Identification and Collection Reference Card Identification and Collection OnSite Collections Reference Card System Administration Guide Clearwell QuickStart Guide Case Administration Guide Load File Import Guide Export and Production Guide Pre-Processing Navigation Guide User Rights Management Reference Card Production Reference Card Clearwell Navigation Reference Card User Guide Reviewer QuickStart Guide Review and Redaction Reference Card Search Guide Transparent Predictive Coding Guide Note: Product documentation can be obtained from Examples of Hands-on Experience (Real World or Virtual): Explain the benefits of Clearwell to a prospective client Explain the main steps in conducting a Clearwell sales demonstration Explain ediscovery concepts and terms Install Clearwell 7.x appliance in a client environment Describe Clearwell terminology and architecture Explain the Clearwell Utility and services 1

2 Explain Clearwell System Settings Perform backups, archiving, and restores Create and send Legal Hold Notices Configure Clearwell to collect data from various data sources Filter and manage Collections from various data sources Manage Legal Holds and Collections of data from Enterprise Vault Process data from a Collection or a network share Explain Clearwell processing settings and capabilities Create Folders and Tags Create user accounts and configure Roles and Access Profiles Perform complex searches Set up a case for review by attorneys Explain the analysis features Explain and use the Predictive Coding workflow and functionality Perform various types of exports and productions Manage reporting and other administrative tasks For more information on the Symantec Certification Program, visit EXAM AREA 1 System Administration Explain the core features and functionality of Clearwell ediscovery Platform and communicate its benefits. Describe the components of the installation prerequisites, and the process for installing/upgrading and configuring Clearwell ediscovery Platform. Describe which components require backup, how to recover, or how to configure the Clearwell ediscovery Platform. Legal Hold and Collection (LHC) Processing, Review and Export (PRE LHC Lesson 1: Introduction to Clearwell PRE Lesson 1: Introduction to Clearwell Topic: Legal Discovery and EDRM overview Topic: Clearwell Appliance overview Topic: Clearwell Login and UI fundamentals Topic: High-level workflows with Clearwell LHC Lesson 1: Introduction to Clearwell Topic: Clearwell Appliance overview Product Documentation: Identification and Collection Network Setup Guide LHC Lesson 4: Legal Hold Tracking and Management Topic: Maintenance Activities LHC Lesson 8: Collection Reporting and Maintenance Topic: Collection Maintenance Tasks PRE Lesson 2: Clearwell Fundamentals and System Settings Topic: System Settings and tasks Topic: Backups Topic: Clearwell Utility and Services 2

3 EXAM AREA 2 Legal Hold Describe legal hold notice architecture including, but not limited to, Active Directory Integration and Confirmation server configurations. Describe the procedures for creating and managing legal hold notices including, but not limited to, immediate and scheduled delivery, reminders, escalations, Notice Library, Mail-Merge, tracking, reporting, releasing, archiving, unarchiving, deleting, and backups. LHC Lesson 2: Adding Custodians and Sending Hold Notices Topic: Legal Hold overview Topic: Importing and Managing Custodians Product Documentation: Legal Hold Setup Guide LHC Lesson 2: Adding Custodians and Sending Hold Notices Topic: Creating and Sending Hold Notices LHC Lesson 3: Customizing Notices and Managing Confirmations Topic: Customizing Notice Language and Surveys Topic: Managing Custodian Confirmations LHC Lesson 4: Legal Hold Tracking and Management Topic: Legal Hold Tracking and release Topic: Maintenance Activities Describe custodian management including, but not limited to, the custodian portal, importing custodians, surveys, survey response reports, and audit reports. LHC Lesson 2: Adding Custodians and Sending Hold Notices Topic: Creating and Sending Hold Notices LHC Lesson 3: Customizing Notices and Managing Confirmations Topic: Customizing Notice Language and Surveys Topic: Managing Custodian Confirmations LHC Lesson 4: Legal Hold Tracking and Management Topic: Legal Hold Tracking and release EXAM AREA 3 Identification and Collection Describe the Interactive Data Map functionality including, but not limited to, mapping custodians to data sources, identifying potential sources of data, creating connections to sources, searching and browsing data by group, custodian, or data type. Given a scenario, describe the integrations with Enterprise Vault including, but not limited to, Enterprise Vault Direct Collector, Enterprise Vault Collection Filters, and preserving in Enterprise Vault. LHC Lesson 5: Identification and Collection Fundamentals Topic: Identification and Collection overview Topic: Source and Active Directory Discovery Product Documentation: Identification and Collection Network Setup Guide 3

4 Determine which collector and filter to use including, but not limited to, Network Collector, On-site Collector, Extended SharePoint Collections, Metadata filters, Keyword filters, Collection filters, and Collection Scheduler. Given a scenario, identify when to perform full collections, incremental collections, or use collection templates and prepare data for processing with the Clearwell ediscovery Platform. Describe how to confirm data collection using Data Verification, Collection History, Microsoft Windows Rights Management Services, Collection Analytics, and collections reporting. LHC Lesson 6: Collections and Collection Tasks Topic: Creating Collections Topic: Filtering data and Assigning Custodians Topic: Managing Collection Tasks LHC Lesson 7: OnSite Collections and Collection Sets Topic: OnSite Collections overview and workflow Topic: Preparing and Running OnSite Collector Topic: Creating Collection Sets and Adding to Case LHC Lesson 6: Collections and Collection Tasks Topic: Creating Collections Topic: Filtering data and Assigning Custodians Topic: Managing Collection Tasks LHC Lesson 7: OnSite Collections and Collection Sets Topic: Creating Collection Sets and Adding to Case Product Documentation: Identification and Collection Guide LHC Lesson 8: Collection Reporting and Maintenance Topic: Collection Reporting Topic: Collection Maintenance Tasks EXAM AREA 4 Pre-Processing, Processing, Search and Analysis Describe how to perform preprocessing including, but not limited to, setting up and performing discovery on data, configuring preprocessing options, and custodian assignment. Given a scenario, describe how to perform processing including, but not limited to, optical character recognition (OCR), applying processing settings, exceptions, jobs, troubleshooting, reporting, deduplication, Load File Import, Load File Configurator, and providing various language support. Describe the various search features including, but not limited to, transparent search, search preview, search filters, search reports, saving searches, multi-keyword searches, advanced searches, and auto-filters. PRE Lesson 3: Source Setup and Case Creation Topic: Source Data Setup Topic: Processing Settings PRE Lesson 4: Discovery and Processing Topic: Discovery (Pre-Processing) Topic: Pre-Processing Options PRE Lesson 3: Source Setup and Case Creation Topic: Source Data Setup Topic: Processing Settings PRE Lesson 4: Discovery and Processing Topic: Discovery (Pre-Processing) Topic: Pre-Processing Options Topic: Processing Product Documentation: Load File Import Guide PRE Lesson 6: Advanced Search and Concept Search Topic: Advanced Search Topic: Keyword Search Topic: Concept Search 4

5 Topic: Saved Search Describe how to perform analysis on search results including, but not limited to, discussion threads, derived messages, find similar, people analytics, term analytics, and near-duplicate identification. PRE Lesson 5: Document List, Filters and Analytics Topic: Document List page Topic: Search Filters Topic: Analysis Tools EXAM AREA 5 Review and Production Describe review concepts including, but not limited to, creating and managing tag lists, creating and managing folder lists, performing bulk-tagging operations, using Near-Native viewer, performing redaction and auto-redaction, smart sampling, smart tagging, and review reporting. Given a scenario, describe how to perform production and export including, but not limited to, native and image-based productions, Bates stamping, integrated production folders, export and production management, Metadata Exports, Native- Only Exports, Production Export, and export and production scalability. Describe predictive coding technology, practices, and sample workflows. PRE Lesson 7: Tags and Filters Topic: Tags Topic: Folders Topic: Bulk Tag Operations PRE Lesson 9: Review Mode and Review Management Topic: Review Mode Topic: Redaction Topic: Review Management PRE Lesson 10: Exporting Data Native and Metadata Export Topic: Printing Topic: Export Workflow Topic: Native Only Export Topic: Metadata Export PRE Lesson 11: Creating and Managing Productions Topic: Production Definition and Workflow Topic: Creating Productions Topic: Exporting Productions Product Documentation: Transparent Predictive Coding Guide EXAM AREA 6 System and Case Management and Reporting Describe how to manage cases including, but not limited to, create new cases, case analytics, multi-case architecture, ediscovery Dashboard, and user management and use PRE Lesson 3: Source Setup and Case Creation Topic: All Cases area Topic: Creating a New Case 5

6 reporting functionality in the Clearwell ediscovery Platform including, but not limited to, lifecycle reporting, audit trail reporting, and activity reporting. Describe system management including, but not limited to, Clearwell Utility, system settings, Clearwell services, distributed architecture, and backup and restore. Describe the steps required to troubleshoot the Clearwell ediscovery Platform using the logs feature and other system support features. PRE Lesson 12: Clearwell Review Topic: Clearwell Reporting Topic: Clearwell case management summary PRE Lesson 2: Clearwell Fundamentals and System Settings Topic: System Settings and tasks Topic: Backups Topic: Clearwell Utility and Services PRE Lesson 2: Clearwell Fundamentals and System Settings Topic: Symantec Clearwell Support If you have questions about the Symantec Certification Program, send an to 6

7 About Symantec Symantec is a global leader in providing security, storage and systems management solutions to help consumers and organizations secure and manage their information-driven world. Our software and services protect against more risks at more points, more completely and efficiently, enabling confidence wherever information is used or stored. For specific country offices and contact numbers, please visit our Web site. Symantec World Headquarters 350 Ellis St. Mountain View, CA USA +1 (650) (800)