Course Description
The Legal Discovery Using Symantec Enterprise Vault 12 Discovery Accelerator course is designed for those who use Discovery Accelerator to search, review, and prepare archived items in support of information requests. This class describes the steps
involved in setting up discovery searches and explains how to review, analyze, and export the search results. In addition, using research folders and setting up marks and tags are discussed. Also included are analytics and client review.
Course Objectives
By the end 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 items that have been requested.
- Turn on and use Analytics, Automatic Categorization, and Conversation View.
- Schedule and run Discovery Accelerator reports.
Who Should Attend
This course is for users of Discovery Accelerator and other individuals who use Enterprise Vault Discovery Accelerator to retrieve requested business information.
Prerequisites
You must have a working knowledge of Enterprise Vault on Microsoft Windows.
COURSE OUTLINE
Introduction to Electronic Discovery
• Electronic discovery
• Introduction to Discovery Accelerator
• Starting and navigating Discovery Accelerator
• Setting up roles
Sources of Archived Electronic Data
• Records management
• Data archiving overview
• Mailbox archiving
• Journaling archiving
• Public folder archiving
• PST archiving
• Instant messaging archiving
• File system and SharePoint archiving
Custodian and Target Management
• Overview of custodian manager
• Accessing the custodian manager
• Managing and creating custodians
• Managing and creating custodian groups
• Setting up targets and target groups
Research Folders and Cases
• Introduction to research folders
• Creating research folders
• Research folder functionality
• Setting up cases
Marks and Tags
• Using marks
• Tags and tag groups
Searches
• Performing searches
• Accepting searches
• Search schedules
Analytics and Automatic Categorization
• Analytics overview
• The analytics process
• Configuring analytics
• Using automatic categorization
Selecting Items for Review
• Manual review overview
• Assigning items to reviewers
• Faceted filtering
• Search within a search
Reviewing Items
• Review process
• Using the Similar/Duplicate option
• Copying items to a Research Folder
• Customizing the Reviewing Screen
• Conversation view
Exporting and Producing Data
• Exporting and producing data
• Export using Duplicate or Similar
• Best practices
Reporting
• Discovery Accelerator chain of custody reports
• Running a Discovery Accelerator report
• Exporting reports
Advanced Topics
• Creating a new customer
• Discovery Accelerator advanced settings
• Overview of prefetch cache
• Configuring Search Settings
• Adding a Custom Search Attribute