Introduction to Electronic Discovery

• Electronic Discovery
• Introduction to Discovery Accelerator
• Starting and Navigating the Discovery Accelerator Client
• Setting up Roles
• Case Study: Using Discovery Accelerator

Labs

• Exercise A: Accessing the Discovery Accelerator Client
• Exercise B: Navigating the Discovery Accelerator Client
• Exercise C: Modifying and Creating Roles
• Exercise D: Assigning a Role to a User

Sources of Archived Electronic Data

• Records Management
• Data Archiving Overview
• Mailbox Archiving
• Journaling Archiving
• PST Archiving
• File System and SharePoint Archiving

Custodian and Target Management

• Overview of Custodian Manager
• Accessing the Custodian Manager
• Adding an Active Directory Domain
• Viewing and Modifying a Custodian
• Viewing Custodian Groups
• Setting Up Targets and Target Groups

Labs

• Exercise A: Accessing the Custodian Manager Web Application
• Exercise B: Viewing and Modifying the Custodian
• Exercise C: Adding Target Users
• Exercise D: Adding Target Groups

Research Folders and Cases

• Introduction to Research Folders
• Creating Research Folders
• Research Folder Functionality
• Setting Up Cases

Labs

• Exercise A: Logging in as the Litigation Support Role
• Exercise B: Creating a Research Folder

Marks and Tags

• Using Marks
• Tags and Tag Groups

Labs

• Exercise A: Create New Marks

Searches

• Performing Searches
• Accepting Searches
• Search Schedules

Labs

• Exercise A: Running a Search
• Exercise B: Running the Main Search in the Research Folder
• Exercise C: Promoting the Research Folder to a Case.

Analytics and Auto Categorization

• Analytics Overview
• Configuring Analytics
• Introduction to Automatic Classification

Labs

• Exercise A: Enabling Analytics on the Case

Assigning Items to Reviewers

• Manual Review Overview
• Assigning Items to Reviewers
• Faceted Filtering
• Search within a Search

Labs

• Exercise A: Using the Facet Filter
• Exercise B: Using the Search in the Filter
• Exercise C: Modifying a Mark in the Case
• Exercise D: Creating a New Single Choice Tag Group
• Exercise E: Creating a New Multi-Select Tag Group
• Exercise F: Creating a Case Tagging Rule to Assign the CXO Tags
• Exercise G: Creating a Case Tagging Rule to Tag Items with the Project Tag
• Exercise H: Creating a Case Marking Rule to Mark Items with the Confidential Mark
• Exercise I: Adding a user to the Case

Manual Review

• Review Process
• Using the Similar / Duplicate Option
• Copying Items to a Research Folder
• Customizing the Reviewing Screen
• Conversation View

Labs

• Exercise A: Logging in as the First Line Reviewer Role
• Exercise B: Performing First Line Review
• Exercise C: Performing the Legal Review Exercise D: Using Conversation View
• Exercise E: Using the Copy Command
• Exercise F: Using the Review Print Tab

Exporting and Producing Data

• Exporting and Producing Data
• Export Using Duplicate or Similar
• Best Practices

Labs

• Exercise A: Exporting and De-duplicating Relevant Items
• Exercise B: Exporting only duplicated Items
• Exercise C: Examining the Items
• Exercise D: Exporting the Privileged Items to a PST file
• Exercise E: Open the PST in Outlook
• Exercise F: Displaying the Bate Number in the Produced Data
• Exercise G: Reviewing a Produced Item
• Exercise H: Exporting the Mike Tamas Research Folder

Reporting

• Discovery Accelerator Chain of Custody Reports Running a Discovery Accelerator Report
• Exporting Reports

Labs

• Exercise A: Running the DA Reports
• Exporting Report Data

Advanced Topics

• Creating a New Customer
• Discovery Accelerator Advanced Settings
• Overview of Prefetch Cache
• Configuring Search Settings
• Adding a Custom Search Attribute

Labs

• Exercise A: Forcing Search users to include a From Date
• Exercise B: Add a Search Location Field