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Veritas eDiscovery Platform 9: For Users Course Outline

 (3 days)
Version 9

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).

3 days

Course Objectives
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.
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.
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)
EDRM overview
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
Hands-on labs:
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
Hands-on labs:
Create Legal Holds
Send System Admin Notice
Send Custodian Notice

4: Customizing Notices and Managing Confirmations
Customizing notice language and surveys
Managing custodian confirmations
Hands-on labs:
Customize Hold Notice Language
Create survey questions
Respond to hold notices and surveys
Create templates
Customize reminders and escalations

5: Legal Hold Tracking and Management
Legal hold tracking and release
Setup and maintenance activities
Hands-on labs:
Track Legal Holds
Release Legal Holds
Manage Legal Holds

6: Tags and Folders
Bulk operations
Hands-on labs:
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
Search filters
Analysis tools
Hands-on labs:
Perform basic searches
View discussion threads
Filter data

8: Advanced Searching
Advanced search
Keyword search
Saved search
Concept search
Audio Search
Hands-on labs:
Perform advanced searches
Create and manage saved searches
Create search reports
Perform concept searches (optional)

9: Review Mode and Review Management
Review mode
Review management
Hands-on labs:
Review and tag documents
Redact documents
Generate reports from the review dashboard

10: Exporting Data: Native Only and Metadata Exports
Export workflow
Native Only export
Metadata export
Hands-on labs:
Tag documents for export
Run a Native Only export
Run a Metadata export

11: Creating and Exporting Productions
Production definition and workflow
Creating productions
Exporting productions
Hands-on labs:
Plan for a production
Run production
Export production

12: Transparent Predictive Coding Survey (Optional)
Basics of Transparent Predictive Coding
Hands-on labs:
Perform Transparent Predictive Coding
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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Fee:  $2700
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