Administration of Symantec ediscovery Platform 8.0: For Administrators Study Guide

Transcription

1 ` Administration of Symantec ediscovery Platform 8.0: For Study Guide The following tables list the Symantec SCS Certification exam objectives for the Administration of Symantec ediscovery Platform 8.0: For exam and how these objectives align to the Symantec ediscovery Platform 8.0: For course. Recommended courses to prepare for this exam: Symantec ediscovery Platform 8.0: For Users (ILT/VA or On-Demand) Symantec ediscovery Platform 8.0: For (ILT/VA or On-Demand) Symantec ediscovery Platform 8.0: Implementation (elearning) Recommended sources to prepare for this exam: The product documentation for this exam is: Administrator QuickStart Audio Search Guide Audio Search Processing Reference Card Audio Search Reference Card Case Administration Guide Collection Reference Card Distributed Architecture Guide ediscovery Platform Release Notes Export Production Guide Identification and Collection Guide IGC Administration Reference Installation Guide Keyboard Shortcuts Reference Card Legal Hold User Guide Legal Holds Reference Card Load File Import Guide

2 Native Viewer Installation Guide New Features Overview OnSite Collection Reference Card Production Reference Card Review Redaction Reference Card Reviewer QuickStart Rights Management Guide Sub-Node Installation Guide System Administrator Guide Tag Sets Reference Card Transparent Predictive Coding User Guide UI Navigation Reference Card Upgrade Guide Upgrade Overview User Guide User Rights Management Reference Card Utility Node Guide Examples of Hands-on Experience (Real World or Virtual): Experience with the product through shadowing of a successful Electronic Discovery Reference Model workflow, technical evaluation, product deployment, or six months experience administering Symantec ediscovery Platform 8.0. Install Symantec ediscovery Platform software in a standalone and Distributed Architecture environment. Upgrade Symantec ediscovery Platform to version 8.0 from various previous versions. Log in and Navigate the user interface Configure system and case settings Create Users, Roles, Access Profiles, Access Groups Create cases Perform Active Directory and Enterprise Vault discovery Use the ediscovery tools; Clearwell Commander, Clearwell Utility Use the Legal Holds module; o Create Legal Holds o Send Legal Hold Notices o Create reminders, escalations, templates, surveys o Confirm Legal Hold Notices o Monitor Legal Holds including using the various dashboards and reports for Legal Hold Use the Identification and Collection module o Create Collections, Sources, Source Accounts, Destinations, Collection Sets, Task Templates o Perform Collections on Personal Computers, Exchange, SharePoint, File Share Enterprise Vault.cloud, Enterprise Vault o Perform Enterprise Vault Search and Hold Tasks

3 o o Analyze collected data Create collection reports Use the Processing, Analysis and Review module o Add processing sources, including but not limited to Case Folder and Load File Imports o Configure Pre-Processing Settings o Perform and monitor processing including but not limited to Reports, Exceptions, Internal Errors, Batches, Custodians, and Groups o Perform basic and advanced searches including but not limited to Keyword, Concept, Freeform, and Audio searches o Use analysis tools including but not limited to Discussions, Files, Participants, and Reports o Use the Transparent Predictive Coding including but not limited to Prediction Status and Prediction Rank o Organize information using Tags and Folders including but not limited to bulk tagging and batching folders o Review items using various views o Perform redactions o Cache review items o Perform Optical Character Recognition (OCR) processing o Create Automation Rules Use the Export and Production module o Perform various exports including but not limited to Native Only, Metadata, Production and Load File. o Print items o Configure and perform Productions including but not limited to General settings, Sort Options, Numbering, Header/Footer, Imaging, and Slip Sheet Use online help. Recognize problems with system components and begin basic troubleshooting. Implement best practices. For more information on the Symantec Certification Program, visit SECTION 1 System Administration Explain the core features and functionality of Symantec ediscovery Platform and communicate its benefits. Product Documentation: Case Administration Guide

4 Describe the components of the installation prerequisites, and the process for installing/upgrading and configuring Symantec ediscovery Platform. Describe which components require backup, how to recover, or how to configure the Symantec ediscovery Platform. Lesson 1: Fundamentals 1 Topic: Installation overview Topic: Patch Notification and Management Topic: Upgrading Product Documentation: Installation Guide, Upgrade Guide, Upgrade Overview, System Administrator Guide Lesson 2: Fundamentals 2 Topic: Backups Topic: Clearwell Utility Product Documentation: System Administrator Guide SECTION 2 Legal Hold Given a scenario, describe the procedures for creating and managing legal hold notices, including but not limited to; immediate and scheduled delivery, reminders, escalations, Notice Library, Mail-Merge, tracking, reporting, and releasing. Given a scenario, describe custodian management, including but not limited to; the custodian portal, surveys, survey response reports, and audit reports. Users For Users: Lesson 3: Creating and Sending Hold Notices Topic: Legal Hold overview Topic: Manage the creation and distribution of Hold Notices For Users: Lesson 5: Legal Hold Tracking and Management Topic: Legal Hold Tracking and release Topic: Maintenance Activities Product Documentation: Legal Hold User Guide, Legal Holds Reference Card For Users: Lesson 3: Creating and Sending Hold Notices Topic: Legal Hold overview Topic: Manage the creation and distribution of Hold Notices For : Lesson 6: User and Custodian Setup and Management Topic: User management Topic: New Users Topic: Custodian Manager Product Documentation: Legal Hold User Guide, Legal Holds Reference Card, Identification and Collection Guide

5 Describe legal hold notice architecture, including but not limited to; Active Directory Integration and legal hold configuration. Users For Users: Lesson 5: Legal Hold Tracking and Management Topic: Legal Hold Tracking and release Topic: Maintenance Activities Product Documentation: Legal Hold User Guide, Legal Holds Reference Card, Identification and Collection Guide, System Administrator Guide SECTION 3 Identification and Collection Describe the Interactive Data Map functionality, including but not limited to; mapping custodians to data sources, identifying potential sources of data, creating connections to sources, searching and browsing data by group, custodian, or data type. Describe the integrations with Enterprise Vault and Enterprise Vault.cloud, including but not limited to; Enterprise Vault Direct Collector, Enterprise Vault Collection Filters, and preserving in Enterprise Vault. Identify the correct collector and filter to use, including but not limited to; Network Collector, On-site Collector, Extended SharePoint Collections, Metadata filters, Keyword filters Collection filters and Collection Scheduler. Identify when to perform full collections, incremental collections or use collection templates and prepare data for processing with Symantec ediscovery Platform. Lesson 7: Identification and Collection Fundamentals Topic: Identification and Collection overview Topic: Sources Product Documentation: Identification and Collection Guide, OnSite Collection Reference Card, Case Administration Guide Lesson 8:Collections and Collection Tasks Topic: Creating Collections Topic: Filtering data and assigning Custodians Topic: Managing Collection Tasks Topic: Enterprise Vault Search Preview Topic: Data Hold-in-Place in Enterprise Vault Product Documentation: Identification and Collection Guide, OnSite Collection Reference Card Lesson 9:OnSite Collections and Collection Sets Topic: OnSite Collections overview and workflow Topic: Preparing and running OnSite Collector Topic: Creating Collection Sets and adding to Case Product Documentation: Identification and Collection Guide, OnSite Collection Reference Card Lesson 8:Collections and Collection Tasks Topic: Creating Collections Topic: Filtering data and assigning Custodians

6 Topic: Managing Collection Tasks Topic: Enterprise Vault Search Preview Topic: Data Hold-in-Place in Enterprise Vault Product Documentation: Identification and Collection Guide, OnSite Collection Reference Card Confirm data collection and perform basic troubleshooting using Data Verification, Collection History, Microsoft Rights Management System and Environment Support and Collection Analytics. Lesson 8:Collections and Collection Tasks Topic: Creating Collections Topic: Filtering data and assigning Custodians Topic: Managing Collection Tasks Product Documentation: Identification and Collection Guide, OnSite Collection Reference Card, Rights Management Guide SECTION 4 Preprocessing, Processing, Search and Analysis Performing pre-processing and processing, including but not limited to; setting up and performing discovery on data, configuring pre-processing options, applying processing settings, exceptions, jobs, troubleshooting, deduplication, Load File Import, Load File Configurator, and providing various language support. Describe the various search features, including but not limited to; search preview, search filters, search reports, saving searches, concept search, audio search, freeform search, and Automation Rules. Users For : Lesson 4: Source Setup, Discovery and Processing Topic: Source Setup Topic: Discovery (Pre-Processing) Topic: Pre-Processing Options Processing Product Documentation: Case Administration Guide For Users: Lesson 8: Advanced Searching Topic: Advanced Search Topic: Keyword Search Topic: Saved Search Topic: Concept Search Topic: Audio Search For Users: Lesson 9: Review Mode and Review Management Topic: Automation Rules Product Documentation: Case Administration Guide, User Guide, Audio Search Guide, Reviewer QuickStart

7 Describe the various keyword search features, including but not limited to; search syntax, transparent search, multi-keyword searches, and advanced searches. Performing analysis on search results, including but not limited to; discussion threads, find similar, participant analytics, term analytics, and near-duplicate identification. Users For Users: Lesson 8: Advanced Searching Topic: Advanced Search Topic: Keyword Search Topic: Saved Search Topic: Concept Search Topic: Audio Search Product Documentation: User Guide, Audio Search Guide, Reviewer QuickStart For Users: Lesson 7: Document List, Filters, and Analytics Topic: Document List page Topic: Search Filters Topic: Analysis tools Product Documentation: Case Administration Guide, User Guide, Audio Search Guide, Reviewer QuickStart SECTION 5 Review and Production Applying review concepts, including but not limited to; creating and managing tag lists, creating and managing folder lists, performing bulk-tagging operations, using Near-Native viewer, performing redaction and autoredaction, smart sampling, and review reporting. Performing production and export, including but not limited to; native and image-based productions, Bates stamping, integrated production folders, export and production management, slip sheets, Metadata Exports, Native-Only Exports, Production Export, and export and production scalability. Users For Users: Lesson 9: Review Mode and Review Management Topic: Review Mode Topic: Redaction Topic: Review Management Product Documentation: Case Administration Guide, User Guide For Users: Lesson 10: Exporting Data Native and Metadata Exports Topic: Printing Topic: Export Workflow Topic: Native Only Export Topic: Metadata Export For Users: Lesson 11: Creating and Exporting Productions Topic: Production definition and workflow Topic: Creating Productions

8 Users Topic: Exporting Productions Topic: Mixed Mode Production Slip Sheets Product Documentation: Case Administration Guide, Export Production Guide Describe Transparent Predictive Coding, best practices, and sample workflows. For Users: Lesson 12: Transparent Predictive Coding Survey Topic: Transparent Predictive Coding Overview Product Documentation: Transparent Predictive Coding User Guide SECTION 6 System and Case Management and Reporting Managing cases, including but not limited to; create new cases, case analytics, multi-case architecture, configuration, and ediscovery Dashboard. Using the reporting functionality in Symantec ediscovery Platform, including but not limited to; lifecycle reporting, audit trail reporting, and activity reporting. Describe system management, including but not limited to; Clearwell Utility, Clearwell Commander, system settings, Symantec ediscovery Platform services, distributed architecture (including sub-nodes, utility nodes, cluster master, and case home) and backup and restore. Managing users and custodians. Users For : Lesson 3: Case Creation Topic: All Cases settings Topic: Processing settings Product Documentation: Case Administration Guide, System Administrator Guide Product Documentation: Case Administration Guide, System Administrator Guide, Identification and Collection Guide, Legal Hold User Guide For : Lesson 2: Fundamentals 2 Topic: System Settings and tasks Topic: Backups Topic: Clearwell Utility Topic: Symantec ediscovery Platform Support Product Documentation: Case Administration Guide, System Administrator Guide, Distributed Architecture Guide For : Lesson 6: User and Custodian Setup and Management Topic: User management

9 Users Topic: New Users Topic: Custodian Manager Product Documentation: System Administrator Guide, Identification and Collection Guide If you have questions about the Symantec Certification Program, send an to

10 About Symantec Symantec is a global leader in providing security, storage and systems management solutions to help consumers and organizations secure and manage their information-driven world. Our software and services protect against more risks at more points, more completely and efficiently, enabling confidence wherever information is used or stored. For specific country offices and contact numbers, please visit our website. Symantec World Headquarters 350 Ellis St. Mountain View, CA USA +1 (650) (800) Symantec Corporation. All rights reserved. Symantec, the Symantec Logo, the Checkmark Logo, Veritas, and the Veritas Logo are trademarks or registered trademarks of Symantec Corporation or its affiliates in the U.S. and other countries. Other names may be trademarks of their respective owners.