COURSE DESCRIPTION
The Symantec 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 Symantec eDiscovery application. This class covers the major functionalities of the Symantec eDiscovery Platform as well as best practices for managing eDiscovery projects using Symantec eDiscovery Platform. It includes treatment of processing, search techniques, workflow management, export guidelines, and so on.
Delivery Method
Instructor-led (ILT), Virtual Academy (VA)
Duration
2 days
Course Objectives
After completing this course, you will be able 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.
Who Should Attend
This course is for customers, support engineers, consultants, and partners who need to maintain and use the Symantec eDiscovery Platform. The course is intended for the personnel responsible for maintaining the Symantec eDiscovery Platform infrastructure and performing identification and collection of data, typically an IT professional.
Prerequisites
Attend the Symantec eDiscovery Platform 8.x: For Users course. To get the most out of the training session, Symantec also strongly suggests that you have a basic understanding of electronic discovery and the Symantec eDiscovery Platform. If you are new to electronic discovery or Symantec eDiscovery
Platform, Symantec recommends the following options to facilitate a more effective experience:
Watch the EV and Clearwell on-demand video demos found at:
Enterprise Vault and eDiscovery Platform Tech Center
Review the following documents found at:
Symantec eDiscovery Platform 8 documentation o The Case Administrator Guide, o Distributed Architecture Guide.
o Utility Node Guide o Installation guide o Upgrade Overview
Set up a Clearwell test environment (if possible)
Hands-On
This course includes practical hands-on exercises that enable you to test your new skills and begin to use those skills in a working environment.
COURSE OUTLINE
EA 1: Symantec eDiscovery Platform Fundamentals 1
Symantec eDiscovery Architecture: basic and distributed
Symantec eDiscovery Service Accounts
Symantec eDiscovery appliance overview
Symantec eDiscovery application installation overview
Patch Notification and Management
Upgrading Symantec eDiscovery
E:MC20091130
EA 2: Symantec eDiscovery Platform Fundamentals 2
System settings and tasks
Setting up the Legal Hold Web Server
Backups
Symantec eDiscovery Utility
Symantec eDiscovery Support
Hands-on labs:
System settings and user interface
Run a case backup.
Use the Symantec eDiscovery Utility.
Upload logs for support.
EA 3: Source Setup and Case Creation
Source Setup
All cases settings
Processing settings
Hands-on labs:
Add Case Folder Source.
Modify the All Cases Settings.
Configure Processing Settings.
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 the U.S. and other countries. Other names may be trademarks of their respective owners. Specifications and product offerings are subject to change without notice.
This is a version-specific reference outline. Confirm the current syllabus and delivery arrangements with EIEIO.