About this Course

Course Code TPVER_EDP_A
Duration 2 Days

The Veritas eDiscovery Platform 8.x: 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.

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.x: 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.

Delegates will learn how 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.


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 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

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 Destinations
  • 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

2 Days


This is a QA approved partner course

Delivery Method

Delivery method


Face-to-face learning in the comfort of our quality nationwide centres, with free refreshments and Wi-Fi.

Find dates and prices

Online booking is currently not available for this course, to find out more please call us on 0113 220 7150 or email us at info@qa.com to discuss how we can help.