COURSE DESCRIPTION
The Symantec eDiscovery Platform 8.0: For Users course is designed for legal professionals that perform
Electronic Discovery on Electronically Stored Information.
The course is designed to be delivered over three (3) days. It concentrates on the Preservation, Analysis, and
Production stages of the Electronic Discovery Reference
Model (EDRM).
Delivery Method
Instructor-led (ILT), Virtual Academy (VA)
Duration
3 days
Course Objectives
After completing this course, you will be able to:
Describe the basics of eDiscovery and the
Electronic Discovery Reference Model (EDRM)
Explain how data is discovered and collected.
Describe early case assessment and data culling.
Describe Symantec eDiscovery basic and advanced search capabilities.
Setup and send Legal Hold Notices.
Manage Legal Holds.
Perform a variety of searches.
Organize data with tags and folders.
Review setup and management.
Perform redaction.
Use the OCR (Optical Character Recognition) feature for documents containing imbedded text.
Understand reporting and exception handling.
Print, export, and produce documents in
Symantec eDiscovery.
Describe the basics of Transparent Predictive
Coding.
Who Should Attend
This course is for customers, support engineers, consultants, and partners who need to maintain and use the Symantec eDiscovery Platform. The course is designed for the users of the Symantec eDiscovery
Platform, such as; Attorneys or Paralegals who perform eDiscovery legal hold, searches and export or productions.
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 eDiscovery Platform. If you are new to electronic discovery or Symantec eDiscovery Platform, Symantec recommends the following options to facilitate a more effective experience:
Review the Symantec eDiscovery Platform Reviewer
QuickStart Guide, and the User Guide.
Symantec eDiscovery Platform 8 documentation
View online training and general information about
Hands-On
This course includes practical hands-on exercises that enable you to test your new skills and begin to use those skills in a working environment.
COURSE OUTLINE
1: Introduction to Electronic Discovery
Electronic Discovery (eDiscovery)
EDRM overview
How data is discovered and collected
2: Introduction to Symantec eDiscovery
Symantec eDiscovery appliance overview
Symantec eDiscovery Login and UI fundamentals
All Cases area and create new cases
High-level workflows with Symantec eDiscovery
Hands-on labs:
Log into Symantec eDiscovery
Navigate the User Interface
Create a new case
3: Legal Holds and Sending Hold Notices
Overview of legal hold
Creating and sending hold notices
Hands-on labs:
Create Legal Holds
Send System Admin Notice
Send Custodian Notice
E:MC20091130
4: Customizing Notices and Managing Confirmations
Customizing notice language and surveys
Managing custodian confirmations
Hands-on labs:
Customize Hold Notice Language
Create survey questions
Respond to hold notices and surveys
Create templates
Customize reminders and escalations
5: Legal Hold Tracking and Management
Legal hold tracking and release
Setup and maintenance activities
Hands-on labs:
Track Legal Holds
Release Legal Holds
Manage Legal Holds
6: Tags and Folders
Tags
Folders
Bulk operations
Hands-on labs:
Create and assign folders and batch folders.
Create tag lists.
Use tag variations
Perform bulk operations
7: Document List, Filters and Analytics
Document List page
Search filters
Analysis tools
Hands-on labs:
Perform basic searches
View discussion threads
Filter data
8: Advanced Searching
Advanced search
Keyword search
Saved search
Concept search
Audio Search
Hands-on labs:
Perform advanced searches
Create and manage saved searches
Create search reports
Perform concept searches (optional)
9: Review Mode and Review Management
Review mode
Redaction
Review management
Hands-on labs:
Review and tag documents
Redact documents
Generate reports from the review dashboard
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
11: Creating and Exporting Productions
Production definition and workflow
Creating productions
Exporting productions
Hands-on labs:
Plan for a production
Run production
Export production
12: Transparent Predictive Coding Survey (Optional)
Basics of Transparent Predictive Coding
Hands-on labs:
Perform Transparent Predictive Coding the U.S. and other countries. Other names may be trademarks of their respective owners. Specifications and product offerings are subject to change without notice.
This is a version-specific reference outline. Confirm the current syllabus and delivery arrangements with EIEIO.