Legal Discovery Using Veritas Enterprise Vault 12.2 Discovery Accelerator

Lessons 

• 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

Lessons 

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

Lessons 

•  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

Lessons 

 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

Lessons 

 Using Marks 

 Tags and Tag Groups 

Labs- 

 Exercise A- Create New Marks

Lessons 

 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. 

Lessons 

 Analytics Overview 

•  Configuring Analytics 
•  Introduction to Automatic Classification 

Labs- 

•  Exercise A- Enabling Analytics on the Case 

Lessons 

•  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 

Lessons 

• 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

Lessons 

•  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

Lessons 

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

Labs- 

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

Lessons 

• 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

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