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Veritas eDiscovery Platform 8.2: For Administrators

Course Description


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.
Hands-On 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.


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 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.     

Key topics

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
  • Backups
  • Veritas eDiscovery Utility
  • Veritas eDiscovery Support
  • Hands-on labs:
    • 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
  • Source Setup
  • All cases settings
  • Processing settings
  • Hands-on labs:
    • Add Case Folder Source.
    • Modify the All Cases Settings.
    • Configure Processing Settings.
EA 4: Discovery and Processing
  • Discovery (pre-processing)
  • Pre-processing options
  • Processing
  • Hands-on labs:
    • Perform Discovery.
    • Perform Processing.
    • Batch Folders
    • Perform Load File Import
EA 5: Object Security
  • User Roles
  • User Access Profiles
  • User Access Groups
  • Legal Hold Authentication
  • Hands-on labs:
    • Create Roles
    • Create Access Profiles
    • Create Access Groups
EA 6: User and Custodian Setup and Management
  • User management
  • Creating a new user
  • Custodian Manager
  • Hands-on labs:
    • Create Users
    • Use Custodian Manager
EA 7: Identification and Collection Fundamentals
  • Overview of identification and collection
  • Source and Active Directory discovery
  • Hands-on labs:
    • Perform Active Directory discovery
    • Create Source Accounts
    • Create Sources
    • Create Locations
EA 8: 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
  • Hands-on labs:
    • Create Collection Tasks
    • Filter Collections
    • Assign custodians
    • 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
  • Hands-on labs:
    • 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
  • Hands-on labs:
    • Export Collection Report
    • Basic troubleshooting


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, 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.

Course Duration

2 days
User Dashboard Client Zone