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Veritas eDiscovery Platform 9: For Administrators

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Veritas eDiscovery Platform 9: For Administrators Course Outline

The Veritas eDiscovery Platform 9: 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
By the completion of 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
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 EV Search Preview and EV Holds.

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 9: 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:
Review the following Veritas eDiscovery Platform 9 documentation:
̶ Case Administrator Guide
̶ Distributed Architecture Guide
̶ Utility Node Guide
̶ Installation guide
̶ Upgrade Overview
(Optional) Have access to a Veritas eDiscovery Platform test environment.

This course includes practical hands-on exercises that enable you to test your new skills and begin to transfer them into your working environment.


Overview and Installation
Appliance Overview
Service accounts
Installation overview
Patch notification and management
Upgrading Veritas eDiscovery Platform

Configuration and System Maintenance
Configuring System > Settings
Configuring additional System parameters
Performing backups
Using the Clearwell Utility
Veritas eDiscovery Platform Support

Case Creation
Managing All Cases settings
Configuring Classification
Determining Processing > Settings

Source Setup, Discovery and Processing
Source Data Setup
Discovery and Pre‐Processing
Pre‐Processing Options

Object Security
Managing Users > Roles
Configuring Access Groups
Assigning Access Profiles
Enabling Legal Hold Authentications

User and Custodian Setup and Management
Configuring authentication options
Managing user accounts
Creating user accounts
Managing Custodians

Identification and Collection Fundamentals
Identification and Collection: Overview
Managing Sources and Locations

Collections and Collection Tasks
Configuring Collections
Configuring Collection Tasks
Managing Collection Tasks
Performing Enterprise Vault search (EV Search Task)
Managing EV Hold Tasks

OnSite Collections and Collection Sets
OnSite Collections: Overview and workflow
Preparing and running OnSite Collector
Creating and assigning Collection Sets

Collection Reporting and Maintenance
Collections reporting
Managing Collections

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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