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Veritas eDiscovery Platform 9: For Administrators Course Outline

 (5 days)
Version 9

The Veritas eDiscovery Platform 8.2: For Administrators course is designed for legal professionals that perform Electronic Discovery on Electronically Stored Information. The course is designed to be delivered over two (2) days. It focuses on the Identification and Collection of the Electronic Discovery Reference Model (EDRM), as well as, the installation, configuration and maintenance of the Veritas eDiscovery application.

This class covers the major functionalities of the Veritas eDiscovery Platform as well as best practices for managing eDiscovery projects using Veritas eDiscovery Platform. It includes treatment of processing, search techniques, workflow management, export guidelines, and so on.

2 days

Course Objectives
After completing this course, you will be able to:
Setup and configure the system.
Configure the eDiscovery Platform server and eDiscovery Platform Web server for Legal Holds.
Perform maintenance actions, for example backups
Understand installation and upgrade fundamentals.
Create and setup Cases.
Understand Data pre-processing and processing.
Create and use both employees and custodians.
Perform Identification and Collection of electronic items for discovery.
Manage Identification and Collections.
Work with Enterprise Vault Search Preview and Hold in Place.

Who Should Attend
This course is for customers, support engineers, consultants, and partners who need to maintain and use the Veritas eDiscovery Platform. The course is intended for the personnel responsible for maintaining the Veritas eDiscovery Platform infrastructure and performing identification and collection of data, typically an IT professional.

Attend the Veritas eDiscovery Platform 8.2: For Users course. To get the most out of the training session, Veritas also strongly suggests that you have a basic understanding of electronic discovery and the Veritas eDiscovery Platform. If you are new to electronic discovery or Veritas eDiscovery Platform, Veritas recommends the following options to facilitate a more effective experience:
Watch the EV and Clearwell on-demand video demos
found at:
Enterprise Vault and eDiscovery Platform eLibrary
Review the following documents found at:
Veritas eDiscovery Platform 8 documentation
The Case Administrator Guide,
Distributed Architecture Guide.
Utility Node Guide
Installation guide
Upgrade Overview
Set up a Clearwell test environment (if possible)

This course includes practical hands-on exercises that enable you to test your new skills and begin to use those skills in a working environment.


EA 1: Veritas eDiscovery Platform Fundamentals 1
Veritas eDiscovery Architecture: basic and distributed
Veritas eDiscovery Service Accounts
Veritas eDiscovery appliance overview
Veritas eDiscovery application installation overview
Patch Notification and Management
Upgrading Veritas eDiscovery

EA 2: Veritas eDiscovery Platform Fundamentals 2
System settings and tasks
Setting up the Legal Hold Web Server
Veritas eDiscovery Utility
Veritas eDiscovery Support
Hands-on labs:
System settings and user interface
Run a case backup.
Use the Veritas eDiscovery Utility.
Upload logs for support.

EA 3: Source Setup and Case Creation
Source Setup
All cases settings
Processing settings
Hands-on labs:
Add Case Folder Source.
Modify the All Cases Settings.
Configure Processing Settings.

EA 4: Discovery and Processing
Discovery (pre-processing)
Pre-processing options
Hands-on labs:
Perform Discovery.
Perform Processing.
Batch Folders
Perform Load File Import

EA 5: Object Security
User Roles
User Access Profiles
User Access Groups
Legal Hold Authentication
Hands-on labs:
Create Roles
Create Access Profiles
Create Access Groups

EA 6: User and Custodian Setup and Management
User management
Creating a new user
Custodian Manager
Hands-on labs:
Create Users
Use Custodian Manager

EA 7: Identification and Collection Fundamentals
Overview of identification and collection
Source and Active Directory discovery
Hands-on labs:
Perform Active Directory discovery
Create Source Accounts
Create Sources
Create Locations

EA 8: Collections and Collection Tasks
Creating collections
Filtering data and assigning custodians
Managing Collection Tasks
Enterprise Vault Search Preview
Data Hold-In-Place in Enterprise Vault
Hands-on labs:
Create Collection Tasks
Filter Collections
Assign custodians
Perform Enterprise Vault Search
Perform Data Hold-In-Place for Enterprise Vault

EA 9: OnSite Collections and Collection Sets
OnSite collections overview and workflow
Preparing and running OnSite Collector
Creating collection sets and adding to case
Hands-on labs:
Create an OnSite Collection
Create a Collection Set
Evaluate Collection Set
Add Collection Set to Case

EA 10: Collection Reporting and Maintenance
Collection reporting capabilities
IC backup, user roles, licensing
Hands-on labs:
Export Collection Report
Basic troubleshooting
View outline in Word


Attend hands-on, instructor-led Veritas eDiscovery Platform 9: For Administrators training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of Symantec Courses and select the one that's right for you.

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Fee:  $1800
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