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Veritas eDiscovery Platform (Clearwell) 8.0: For Administrators Course Outline

 (5 days)

Special Note to New Hampshire Residents
This course has not yet been approved by the State's Department of Education. Please contact us to get an update as to when the class should be available in New Hampshire.

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

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 Symantec eDiscovery Platform. The course is intended for the personnel responsible for maintaining the Symantec eDiscovery Platform infrastructure and performing identification and collection of data, typically an IT professional.

Attend the Symantec eDiscovery Platform 8.x: For Users course. To get the most out of the training session, Symantec also strongly suggests that you have a basic understanding of electronic discovery and the Symantec eDiscovery Platform. If you are new to electronic discovery or Symantec eDiscovery Platform, Symantec 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 Tech Center
  • Review the following documents found at: Symantec 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)


Symantec eDiscovery Platform Fundamentals 1

Symantec eDiscovery Architecture: basic and distributed
Symantec eDiscovery Service Accounts
Symantec eDiscovery appliance overview
Symantec eDiscovery application installation overview
Patch Notification and Management
Upgrading Symantec eDiscovery

Symantec eDiscovery Platform Fundamentals 2

System settings and tasks
Setting up the Legal Hold Web Server
Symantec eDiscovery Utility
Symantec eDiscovery Support

Source Setup and Case Creation

Source Setup
All cases settings
Processing settings

Discovery and Processing

Discovery (pre-processing)
Pre-processing options

Object Security

User Roles
User Access Profiles
User Access Groups

User and Custodian Setup and Management

User management
Creating a new user
Custodian Manager

Identification and Collection Fundamentals

Overview of identification and collection
Source and Active Directory discovery

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

OnSite Collections and Collection Sets

OnSite collections overview and workflow
Preparing and running OnSite Collector
Creating collection sets and adding to case

Collection Reporting and Maintenance

Collection reporting capabilities
IC backup, user roles, licensing

View outline in Word


Attend hands-on, instructor-led Veritas eDiscovery Platform (Clearwell) 8.0: 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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