Veritas eDiscovery Platform 8.2: For Administrators Course Outline
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.
This course is available in the following delivery methods:
Instructor-led training (ILT)
Virtual Academy (VA)
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
Perform maintenance actions, for example
backups Understand installation and upgrade
Create and setup Cases.
Understand Data pre-processing and
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
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
Watch the EV and Clearwell on-demand video demos
Enterprise Vault and eDiscovery Platform eLibrary
Review the following documents found at:
Veritas eDiscovery Platform 8 documentation
o The Case Administrator Guide,
o Distributed Architecture Guide.
o Utility Node Guide
o Installation guide
o 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
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
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
All cases settings
Add Case Folder Source.
Modify the All Cases Settings.
Configure Processing Settings.
EA 4: Discovery and Processing
Perform Load File Import
EA 5: Object Security
User Access Profiles
User Access Groups
Legal Hold Authentication
Create Access Profiles
Create Access Groups
EA 6: User and Custodian Setup and Management
Creating a new user
Use Custodian Manager
EA 7: Identification and Collection Fundamentals
Overview of identification and collection
Source and Active Directory discovery
Perform Active Directory discovery
Create Source Accounts
EA 8: Collections and Collection Tasks
Filtering data and assigning custodians
Managing Collection Tasks
Enterprise Vault Search Preview
Data Hold-In-Place in Enterprise Vault
Create Collection Tasks
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
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
Export Collection Report
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