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Veritas eDiscovery Platform 9: For Administrators

  • Tuition USD $1,600
  • Reviews star_rate star_rate star_rate star_rate star_half 1444 Ratings
  • Course Code eDP-9-FA
  • Duration 2 days
  • Available Formats Classroom, Virtual

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.

Skills Gained

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 EV Search Preview and EV Holds.

Who Can Benefit

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.

Course Details


This course includes practical hands-on exercises that enable you to test your new skills and begin to transfer them into your working environment.

Course Outline

Overview and Installation

  • Appliance Overview
  • Architecture
  • 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


  • Exercise A: System settings and eDiscovery Platform UI
  • Exercise B: Run a case backup
  • Exercise C: Use the Clearwell Utility
  • Exercise D: Upload logs for support

Case Creation

  • Managing All Cases settings
  • Configuring Classification
  • Determining Processing > Settings


  • Exercise A: Modify the All Cases Settings
  • Exercise B: Configure Classification
  • Exercise C: Create a new Case
  • Exercise D: Configure Processing Settings

Source Setup, Discovery and Processing

  • Source Data Setup
  • Discovery and Pre‐Processing
  • Pre‐Processing Options
  • Processing


  • Exercise A: Add case folder source
  • Exercise B: Perform Discovery
  • Exercise C: Perform Processing
  • Exercise D: Batch Folders
  • Exercise E: Use Load File Import (LFI)

Object Security

  • Managing Users > Roles
  • Configuring Access Groups
  • Assigning Access Profiles
  • Enabling Legal Hold Authentications


  • Exercise A: Create Roles
  • Exercise B: Create Access Profile
  • Exercise C: Create Access Groups

User and Custodian Setup and Management

  • Configuring authentication options
  • Managing user accounts
  • Creating user accounts
  • Managing Custodians


  • Exercise A: Create Users
  • Exercise B: Test Roles
  • Exercise C: Test Access Profiles
  • Exercise D: Add users to Access Groups

Identification and Collection Fundamentals

  • Identification and Collection: Overview
  • Managing Sources and Locations


  • Exercise A: Perform Active Directory and Enterprise Vault discovery
  • Exercise B: Create Source Accounts
  • Exercise C: Create Sources
  • Exercise D: Create Locations

Collections and Collection Tasks

  • Configuring Collections
  • Configuring Collection Tasks
  • Managing Collection Tasks
  • Performing Enterprise Vault search (EV Search Task)
  • Managing EV Hold Tasks


  • Exercise A: Create Collection Tasks
  • Exercise B: Filter Collection Tasks
  • Exercise C: Assign Custodians
  • Exercise D: Perform EV Search Preview
  • Exercise E: Work with Enterprise Vault Hold in Place (EV Holds)

OnSite Collections and Collection Sets

  • OnSite Collections: Overview and workflow
  • Preparing and running OnSite Collector
  • Creating and assigning Collection Sets


  • Exercise A: Create an OnSite Collection
  • Exercise B: Create a Collection Set
  • Exercise C: Evaluate Collection Set
  • Exercise D: Add Collection Set to Case

Collection Reporting and Maintenance

  • Collections reporting
  • Managing Collections


  • Exercise A: Exporting Collection Reports
  • Exercise B: Basic Troubleshooting

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals, and private on sites. View our group training page for more information.

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4 options available

  • GTR Dec 10, 2020 Dec 11, 2020 (2 days)
    9:00AM 5:00PM EST
    LIMITED TIME: Get 15% off this course.  Promo Code: FLASH15
  • Feb 22, 2021 Feb 23, 2021 (2 days)
    10:00 AM 6:00 PM EST
  • Apr 12, 2021 Apr 13, 2021 (2 days)
    10:00 AM 6:00 PM EST
  • Jun 7, 2021 Jun 8, 2021 (2 days)
    10:00 AM 6:00 PM EST
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