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Veritas eDiscovery Platform 9: For Users

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Veritas eDiscovery Platform 9: For Users Course Outline

The Veritas eDiscovery Platform 9: For Users course is designed for legal professionals that perform Electronic Discovery on Electronically Stored Information. The course is designed to be delivered over three (3) days. It concentrates on the Preservation,
Analysis, and Production stages of the Electronic Discovery Reference Model (EDRM).

3 days

Course Objectives
By the completion of this course, you will be able to:
Describe the basics of eDiscovery and the Electronic Discovery Reference Model (EDRM).
Explain how data is discovered and collected.
Describe early case assessment and data culling.
Describe Veritas eDiscovery basic and advanced search capabilities.
Setup and send Legal Hold Notices.
Manage Legal Holds.
Perform a variety of searches including information based on Classification.
Organize data with tags and folders.
Review setup and management.
Perform redaction.
Use the OCR (Optical Character Recognition) feature for documents containing imbedded text.
Understand reporting and exception handling.
Print, export, and produce documents in Veritas eDiscovery.
(Optional) Describe the basics of Transparent Predictive Coding.

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 designed for the users of the Veritas eDiscovery Platform, such as; Attorneys or Paralegals who perform
eDiscovery legal hold, searches and export or productions.

There are no required prerequisites. To get the most out of the training session, however, Veritas 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 Veritas eDiscovery Platform Reviewer QuickStart Guide, and the User Guide: Veritas eDiscovery Platform 9: Information and documentation
View online training and general information about electronic discovery at www.edrm.net.

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


Introduction to Electronic Discovery
Electronic Discovery (eDiscovery)
EDRM overview
How data is discovered and collected

Introduction to Veritas eDiscovery
Veritas eDiscovery Platform: Login and UI fundamentals
Using All Cases and creating a new Case
High‐level workflows in Veritas eDiscovery Platform

Legal Holds and Sending Hold Notices
Legal Hold overview
Creating and sending Legal Hold Notices

Customizing Notices and Managing Confirmations
Customizing Hold Notices
Confirming notices

Legal Hold Tracking and Management
Legal Hold tracking and release
Performing maintenance activities

Tags and Folders
Creating and managing Tags
Managing Folders

Document List, Filters and Analytics
Viewing Documents
Using Filters
Using analysis tools

Advanced Searching
Search overview
Using Advanced Search
Searching by keywords
Performing a Freeform search
Searching media and images

Review Mode and Review Management
Using Review Mode
Managing review using Automation Rules
Annotating and redacting documents
Performing Review Management

Exporting Data Native and Metadata Export
Export workflow
Performing a Native Only export
Running a Metadata export

Creating and Exporting Productions
Production definition and workflow
Creating Productions
Exporting Productions
Configuring Slip Sheets

Appendix A: Transparent Predictive Coding Survey

View outline in Word


Attend hands-on, instructor-led Veritas eDiscovery Platform 9: For Users 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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