Legal Discovery Using Veritas Enterprise Vault 12.2 Discovery Accelerator
Duration : 3 Days (24 Hours)
Legal Discovery Using Veritas Enterprise Vault 12.2 Discovery Accelerator Course Overview:
Legal Discovery Using Veritas Enterprise Vault 12.2 Discovery Accelerator
This course is designed for IT professionals who use Veritas Enterprise Vault 12.2 Discovery Accelerator to search, review, and prepare archived items in support of information requests.
The course covers the following topics:
- Setting up Discovery Searches
- Understand the different types of Discovery searches that can be created.
- Create and configure Discovery searches.
- Reviewing and Exporting Search Results
- Review the results of Discovery searches.
- Export the results of Discovery searches.
- Using Research Folders and Marks and Tags
- Create and manage research folders.
- Use marks and tags to organize and filter search results.
- Analytics and Client Review
- Use Analytics to track the progress of Discovery requests.
- Prepare archived items for client review.
By the end of the course, participants will be able to:
- Set up Discovery searches.
- Review and export the results of Discovery searches.
- Use research folders and marks and tags to organize and filter search results.
- Use Analytics to track the progress of Discovery requests.
- Prepare archived items for client review.
This course is ideal for:
- IT professionals who are responsible for managing and conducting legal discovery.
- Legal professionals who need to understand how to use Veritas Enterprise Vault 12.2 Discovery Accelerator to search and review archived data.
Benefits of Attending This Course
- Gain the knowledge and skills you need to use Veritas Enterprise Vault 12.2 Discovery Accelerator to conduct legal discovery.
- Learn how to use the various tools that can be used to search and review archived data.
- Prepare archived items for client review.
- Network with other IT professionals and legal professionals who are interested in legal discovery.
Intended Audience:
This course is for Discovery Accelerator users and other individuals who use Enterprise Vault Discovery Accelerator to retrieve requested business information.
By the completion of this course, you will be able to:
- Define how Discovery Accelerator is used to meet a company’s search demands.
- Set up research folders to perform proactive investigation.
- Use marks to indicate the status of an item.
- Use tags to pose a question in a case.
- Search, review, export, and produce requested items.
- Search and review items tagged with the Enterprise Vault Classification engine.
- Enable and use Analytics, Automatic Categorization, and Conversation View.
- Schedule and run Discovery Accelerator reports.
Legal Discovery Using Veritas Enterprise Vault 12.2 Discovery Accelerator
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
You must have a working knowledge of using a Windows system such as Windows 7, 8 or 10.
Discover the perfect fit for your learning journey
Choose Learning Modality
Live Online
- Convenience
- Cost-effective
- Self-paced learning
- Scalability
Classroom
- Interaction and collaboration
- Networking opportunities
- Real-time feedback
- Personal attention
Onsite
- Familiar environment
- Confidentiality
- Team building
- Immediate application
Training Exclusives
This course comes with following benefits:
- Practice Labs.
- Get Trained by Certified Trainers.
- Access to the recordings of your class sessions for 90 days.
- Digital courseware
- Experience 24*7 learner support.
Got more questions? We’re all ears and ready to assist!