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.
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
• Managing All Cases settings
• Configuring Classification
• Determining Processing > Settings
Source Setup, Discovery and Processing
• Source Data Setup
• Discovery and Pre‐Processing
• Pre‐Processing Options
• 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
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