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