Veritas eDiscovery Platform 8.2: For Users Course Outline
The Veritas eDiscovery Platform 8.2: 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).
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:
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.
Organize data with tags and folders.
Review setup and management.
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.
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 8.2 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 use those skills in a working environment.
1: Introduction to Electronic Discovery
Electronic Discovery (eDiscovery)
How data is discovered and collected
2: Introduction to Veritas eDiscovery
Veritas eDiscovery appliance overview
Veritas eDiscovery Login and UI fundamentals
All Cases area and create new cases
High-level workflows with Veritas eDiscovery
Log into Veritas eDiscovery
Navigate the User Interface
Create a new case
3: Legal Holds and Sending Hold Notices
Overview of legal hold
Creating and sending hold notices
Create Legal Holds
Send System Admin Notice
Send Custodian Notice
4: Customizing Notices and Managing Confirmations
Customizing notice language and surveys
Managing custodian confirmations
Customize Hold Notice Language
Create survey questions
Respond to hold notices and surveys
Customize reminders and escalations
5: Legal Hold Tracking and Management
Legal hold tracking and release
Setup and maintenance activities
Track Legal Holds
Release Legal Holds
Manage Legal Holds
6: Tags and Folders
Create and assign folders and batch folders.
Create tag lists.
Use tag variations
Perform bulk operations
7: Document List, Filters and Analytics
Document List page
Perform basic searches
View discussion threads
8: Advanced Searching
Perform advanced searches
Create and manage saved searches
Create search reports
Perform concept searches (optional)
9: Review Mode and Review Management
Review and tag documents
Generate reports from the review dashboard
10: Exporting Data: Native Only and Metadata Exports
Native Only export
Tag documents for export
Run a Native Only export
Run a Metadata export
11: Creating and Exporting Productions
Production definition and workflow
Plan for a production
12: Transparent Predictive Coding Survey (Optional)
Basics of Transparent Predictive Coding
Perform Transparent Predictive Coding
View outline in Word