Veritas eDiscovery Platform 9: For Administrators

COURSE OUTLINE

Overview and Installation

• Appliance Overview
• Architecture
• Service accounts
• Installation overview
• Patch notification and management
• Upgrading Veritas eDiscovery Platform

Module 1: Configuration and System Maintenance

• Configuring System > Settings
• Configuring additional System parameters
• Performing backups
• Using the Clearwell Utility
• Veritas eDiscovery Platform Support 1: Backup Exec Fundamentals

Labs:

• 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

Module 2: Case Creation

• Managing All Cases settings
• Configuring Classification
• Determining Processing > Settings
• Module 3: Installing Backup Exec

Labs: 

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

Module 3: Source Setup, Discovery and Processing

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

Labs:

• 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)

Module 4: Object Security

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

Labs:

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

Module 5: User and Custodian Setup and Management

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

Labs:

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

Module 6: Identification and Collection Fundamentals

• Identification and Collection: Overview
• Managing Sources and Locations

Labs:

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

Module 7: Collections and Collection Tasks

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

Labs:

• 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)

Module 8: OnSite Collections and Collection Sets

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

Labs: 

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

Module 9: Collection Reporting and Maintenance

• Collections reporting
• Managing Collections

Labs:

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