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Veritas eDiscovery Platform 8.2: For Users

  • Tuition USD $2,400 GSA  $1,926.95
  • Reviews star_rate star_rate star_rate star_rate star_half 1451 Ratings
  • Course Code eDisc8-2-U
  • Duration 3 days
  • Available Formats Classroom

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).

Skills Gained

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 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:

Course Details

Introduction to Electronic Discovery

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

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

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

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

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

Tags and Folders

  • Tags
  • Folders
  • Bulk operations
  • Hands-on labs:
  • Create and assign folders and batch folders.
  • Create tag lists.
  • Use tag variations
  • Perform bulk operations

Document List, Filters and Analytics

  • Document List page
  • Search filters
  • Analysis tools
  • Hands-on labs:
  • Perform basic searches
  • View discussion threads
  • Filter data

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)

Review Mode and Review Management

  • Review mode
  • Redaction
  • Review management
  • Hands-on labs:
  • Review and tag documents
  • Redact documents
  • Generate reports from the review dashboard

Exporting Data: Native Only and Metadata Exports

  • Printing
  • Export workflow
  • Native Only export
  • Metadata export
  • Hands-on labs:
  • Tag documents for export
  • Run a Native Only export
  • Run a Metadata export

Creating and Exporting Productions

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

Transparent Predictive Coding Survey (Optional)

  • Basics of Transparent Predictive Coding
  • Hands-on labs:
  • Perform Transparent Predictive Coding

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.

Good experience . have taken 3 course till date and each of them helped my career.

Team is very good to organize things, reply immediately to coordinate and advise.

Very organized and provides a ton of information both in class and for self study. I highly recommend ExitCertified for AWS training.

Program was well done from initial invitation to actual class and follow-up

I learned a lot of directly usable skills from Tech Data. It will make an immediate impact in our work center.

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There are currently no scheduled dates for this course. If you are interested in this course, request a course date with the links above. We can also contact you when the course is scheduled in your area.

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