When does class start/end?
Class hours may vary, please reach out to contact@ascendientlearning.com if you have any questions.
Veritas eDiscovery Platform 9: For Users
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...
Read MoreOverview
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.
Prerequisites
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
- View online training and general information about electronic discovery at www.edrm.net.
Course Details
Hands-On
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
Labs:
- 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
Labs:
- 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
Labs:
- 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
Labs:
- 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
Labs:
- 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
Labs:
- 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
Labs:
- 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
Labs:
- 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
Labs:
- 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
Labs:
- Exercise A: Plan for a production
- Exercise B: Run production
- Exercise C: Export production
Appendix A: Transparent Predictive Coding Survey
Schedule
FAQ
Does the course schedule include a Lunchbreak?
Classes typically include a 1-hour lunch break around midday. However, the exact break times and duration can vary depending on the specific class. Your instructor will provide detailed information at the start of the course.
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.
How do I find an Ascendient Learning training location?
We have training locations across the United States and Canada - View a complete list of classroom training locations.
Which delivery formats are available?
At Ascendient Learning, we offer training that is Instructor-Led, Online, Virtual, and Self-Paced.
Does Ascendient Learning deliver group training?
Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.
What does vendor-authorized training mean?
As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.
Is the training too basic, or will you go deep into technology?
It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.
How up-to-date are your courses and support materials?
We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.
Are your instructors seasoned trainers who have deep knowledge of the training topic?
Ascendient Learning instructors have an average of 27 years of practical IT experience and have also served as consultants for an average of 15 years. To stay current, instructors spend at least 25 percent of their time learning new, emerging technologies and courses.
Do you provide hands-on training and exercises in an actual lab environment?
Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.
Will you customize the training for our company’s specific needs and goals?
We will work with you to identify training needs and areas of growth. We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.
How do I get started with certification?
Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact info@ascendientlearning.com.
Will I get access to content after I complete a course?
You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.
How do I request a W9 for Ascendient Learning?
View our filing status and how to request a W9.
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