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Veritas eDiscovery Platform 9: For Users

  • Tuition USD $2,400
  • Reviews star_rate star_rate star_rate star_rate star_half 1444 Ratings
  • Course Code eDP-9-FU
  • Duration 3 days
  • Available Formats Classroom, Virtual

The Veritas eDiscovery Platform 9: 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).

Skills Gained

By the completion of 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 including information based on Classification.
  • 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.
  • (Optional) Describe the basics of Transparent Predictive Coding.

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 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 9: Information and documentation
  • View online training and general information about electronic discovery at www.edrm.net.

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

Introduction to Electronic Discovery

  • Electronic Discovery (eDiscovery)
  • EDRM overview
  • How data is discovered and collected

Introduction to Veritas eDiscovery

  • Veritas eDiscovery Platform: Login and UI fundamentals
  • Using All Cases and creating a new Case
  • High‐level workflows in Veritas eDiscovery Platform


  • Exercise A: View the various system settings and UI
  • Exercise B: Veritas eDiscovery Platform Backups
  • Exercise C: Working with Veritas eDiscovery Platform Support
  • Exercise D: Modify the All Cases Settings
  • Exercise E: Create a new Case

Legal Holds and Sending Hold Notices

  • Legal Hold overview
  • Creating and sending Legal Hold Notices


  • Exercise A: Create Legal Holds
  • Exercise B: Send System Admin Notice
  • Exercise C: Send Custodian Notice

Customizing Notices and Managing Confirmations

  • Customizing Hold Notices
  • Confirming notices


  • Exercise A: Customize Hold Notice Language
  • Exercise B: Create survey question
  • Exercise C: Respond to hold notices and surveys
  • Exercise D: Create templates
  • Exercise E: Customize reminders and escalations

Legal Hold Tracking and Management

  • Legal Hold tracking and release
  • Performing maintenance activities


  • Exercise A: Track Legal Holds
  • Exercise B: Release Legal Holds
  • Exercise C: Manage Legal Holds
  • Exercise D: Review Legal Hold Reports

Tags and Folders

  • Creating and managing Tags
  • Managing Folders


  • Exercise A: Create folders
  • Exercise B: Create tag lists
  • Exercise C: Use tag variations

Document List, Filters and Analytics

  • Viewing Documents
  • Using Filters
  • Using analysis tools


  • Exercise A: Perform basic searches
  • Exercise B: Tag and Folder search results
  • Exercise C: View discussion threads
  • Exercise D: Filter data

Advanced Searching

  • Search overview
  • Using Advanced Search
  • Searching by keywords
  • Performing a Freeform search
  • Searching media and images


  • Exercise A: Perform Advanced Searches
  • Exercise B: Create search reports
  • Exercise C: Create and manage saved searches
  • Exercise D: Perform OCR job

Review Mode and Review Management

  • Using Review Mode
  • Managing review using Automation Rules
  • Annotating and redacting documents
  • Performing Review Management


  • Exercise A: Perform document cache and hit highlighting
  • Exercise B: Review and tag documents
  • Exercise C: Redact documents
  • Exercise D: Generate reports from the dashboard
  • Exercise E: Manage review using automation rules

Exporting Data – Native and Metadata Export

  • Printing
  • Export workflow
  • Performing a Native Only export
  • Running a Metadata export


  • Exercise A: Tag documents for export
  • Exercise B: Run a Native Only export
  • Exercise C: Run a Metadata export

Creating and Exporting Productions

  • Production definition and workflow
  • Creating Productions
  • Exporting Productions
  • Configuring Slip Sheets


  • Exercise A: Plan for a production
  • Exercise B: Run production
  • Exercise C: Export production

Appendix A: Transparent Predictive Coding Survey

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.

The course is perfectly designed with material and labs to get hands on experience on AWS, nicely done!

They have been absolutely fantastic to work with, from the moment I first made contact. James, my sales contact, has been one of the most responsive people I've worked with, pretty much ever! :)

Myles was a fantastic instructor! The training was spot on and the delivery was excellent! I highly recommend ExitCertified for education/training!

Great training that provided pro-tips a plenty that were immediately put to use.

I am impressed with the level of attention and swift support from ExitCertified. Great work

4 options available

  • GTR Dec 7, 2020 Dec 9, 2020 (3 days)
    9:00AM 5:00PM EST
    LIMITED TIME: Get 15% off this course.  Promo Code: FLASH15
  • Feb 24, 2021 Feb 26, 2021 (3 days)
    10:00 AM 6:00 PM EST
  • Apr 14, 2021 Apr 16, 2021 (3 days)
    10:00 AM 6:00 PM EST
  • Jun 9, 2021 Jun 11, 2021 (3 days)
    10:00 AM 6:00 PM EST
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