Administrator Certification

System Administrator Certification
Note: The Power Reviewer Certificate is a requirement for this course.

System Administrator Certification, designed to equip administrators with the tools necessary to manage any type of review, is available to individuals employed by a company with an iCONECT-XERA server, or an affiliated partner.  The course covers all of iCONECT-XERA’s features, empowering administrators to set up efficient workflows and maximize the user experience.  Classes are designed for litigation support analysts, database and project managers, and others who want to learn how to create databases, load data and manage their iCONECT servers, as well as those who have received the Power Reviewer Certificate.

Administrator training includes the following:

• Creation of clients, projects, and databases, including creation of database structures for optimal review purposes
• Data integration: images, native files, OCR; best practices to ensure that rolling loads are optimally integrated; and the setup of iCONECT-XERA templates for easier data integration
• Management of multiple clients and cases within iCONECT-XERA without compromising security or privacy
• Application and optimal use of iCONECT-XERA options and functionality to meet a firm’s workflow requirements:
  • Standard features such as folders and coding tags, searching, annotations and redactions, batch review, and more
  • Advanced features such as iVIEW®, XMPLAR™ and Analytics, Document Compare and more
• Branding options to retain your brand in the software interface
• Troubleshooting of database and end user issues

Successful completion of system administrator training, including written assessments and lab projects, qualifies students as certified iCONECT-XERA administrators for one (1) year. To retain administrator status, administrators must attend a recertification class annually (scroll down for details).

Upon completion of administrator training, students will receive the Certified iCONECT-XERA Administrator logo for use on their company website and email signature line, a login to iCONECT’s Technical Support Portal, 24/7 access to iCONECT’s Technical Support team, and a free administrator license.

Clients who own an iCONECT server must:

• Employ a minimum of two (2) Certified Administrators for the first iCONECT system
• Employ (1) Certified Administrator for each additional iCONECT system.

Client Administrator Certification
Note: The Power Reviewer Certificate is a requirement for this course.

Client Administrator Certification, designed to equip administrators with the tools necessary to manage any type of review, is available to individuals employed by a company with an iCONECT-XERA server, or an affiliated partner.  The course covers all of iCONECT-XERA’s features, empowering administrators to set up efficient workflows and maximize the user experience.  Classes are designed for litigation support analysts, project managers, and others who want to learn how easy it is to manage an iCONECT-XERA Review and receive the Power Reviewer Certificate.

Administrator training includes the following:

• Application and optimal use of iCONECT-XERA options and functionality to meet a firm’s workflow requirements:
  • Standard features such as folders and coding tags, searching, annotations and redactions, batch review, and more
  • Advanced features such as iVIEW®, XMPLAR™ and Analytics, Document Compare and more
• Branding options to retain your brand in the software interface
• Troubleshooting of database and end user issues

Successful completion of client administrator training, including written assessments and lab projects, qualifies students as certified iCONECT-XERA client administrators for one (1) year. To retain administrator status, administrators must attend a recertification class annually (scroll down for details).

Upon completion of administrator training, students will receive the Certified XERA Client Administrator logo for use on their company website and email signature line, a login to iCONECT’s Technical Support Portal, and 24/7 access to iCONECT’s Technical Support team.

Clients who own an iCONECT server must:

• Employ a minimum of two (2) Certified Administrators for the first iCONECT system
• Employ (1) Certified Administrator for each additional iCONECT system.

Training Dates Available:

*All times are Eastern Standard unless otherwise indicated.

Register for a Certification Class

Annual Recertification Classes

These classes are offered regularly to System and Client Administrators who were certified within the past year and are approaching the anniversary of their last certification. Our 3-hour webinar class enables Administrators to retain their Administrator status for another year.

Annual Recertification webinar classes cover the following topics:

• Review of core system administrator and client administrator tasks
• Discussion and review of new features and how to use them in your environment
• Best practices for data and review workflow

Following the webinar, students will perform a practical assessment. For certification to be maintained, the assessment must be returned within the specified time with at least 85% of the questions answered correctly.

For Hosting Providers, annual certification of a minimum number of administrators is required to meet License Agreement requirements. Please refer to your agreement with iCONECT for additional details regarding certification requirements.

Training Dates Available: 

*All times are Eastern Standard unless otherwise indicated.

Register for a Recertification Class