Enterprise Vault and eDiscovery Tech Center




Members of the Enterprise Vault and eDiscovery Tech Center benefit from a library of self-paced learning modules developed around key features, best practices, and common technical support questions. Updated on a regular basis, this extensive collection of short, on-demand training modules will help you quickly fix problems, find solutions, plan your environment, and get the most out of your Symantec Enterprise Vault and eDiscovery investment. Membership is free so register today.

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Training Modules in Enterprise Vault and eDiscovery Tech Center



Clearwell eDiscovery Platform 7.x
  • Clearwell eDiscovery 7.1.3: Custodian Manager Demo
    This demonstration shows how to use the Custodian Manager.


  • Clearwell eDiscovery 7.1.3: Enterprise Vault (EV) Search Preview Demo
    This demonstration shows how to use the Enterprise Vault Search Preview functionality.


  • Clearwell eDiscovery 7.1.2: Discover Active Directory Demo
    This demonstration shows how to perform an Active Directory Discovery.


  • Clearwell eDiscovery 7.1.2: Employee List Demo
    This demonstration shows how to Import all from Active Directory into the Employee List.


  • Clearwell eDiscovery 7.1.2: Create Legal Hold Demo
    This demonstration shows how to configure Escalation Manager and System Admin, and create a Legal Hold.


  • Clearwell eDiscovery 7.1.2: Send Legal Hold Sys Admin Notice Demo
    This demonstration shows how to send a default System Admin Notice and pick the custodians for the Legal Hold.


  • Clearwell eDiscovery 7.1.2: Send Legal Hold Custodian Notice Demo
    This demonstration shows how to send a default Custodian Notice to ten custodians.


  • Clearwell eDiscovery 7.1.2: Customize Legal Hold Demo
    This demonstration shows how to create a custom Custodian Notice by modifying the notes and body, adding an attachment, and viewing the notice in Microsoft Outlook.


  • Clearwell eDiscovery 7.1.2: Legal Hold Survey Demo
    This demonstration shows how to add a survey to a Custodian Notice.


  • Clearwell eDiscovery 7.1.2: Respond to Legal Hold Survey Demo
    This demonstration shows how to display responses in the Legal Hold details and respond to surveys from Microsoft Outlook.


  • Clearwell eDiscovery 7.1.2: Create Legal Hold notice Template Demo
    This demonstration shows how to create a Custodian Notice template and use the template to send a notice to the custodian.


  • Clearwell eDiscovery 7.1.2: Legal Hold Escalations and Reminders Demo
    This demonstration shows how to create and view the reminder for a Custodian Notice, and to create and view escalation for a System Admin Notice.


  • Clearwell eDiscovery 7.1.2: Track Legal Hold Demo
    This demonstration shows the various ways to view Legal Hold information in Clearwell UI, view Survey Responses, and add a custodian to an already sent notice.


  • Clearwell eDiscovery 7.1.2: Release Legal Hold Demo
    This demonstration shows how to release a user from a System Admin Notice, view the released notice on the confirmation page and Legal Hold history.


  • Clearwell eDiscovery 7.1.2: Create Legal Hold User Demo
    This demonstration shows how to create a user and assign the Legal Hold Admin role.


  • Clearwell eDiscovery 7.1.2: Backup Legal Hold Demo
    This demonstration shows how to perform a Legal Hold Backup.


  • Clearwell eDiscovery 7.1.2: Legal Hold License Demo
    This demonstration shows how to view the Legal Hold License within the Clearwell License.


  • Clearwell eDiscovery 7.1.2: Legal Hold Reports Demo
    This demonstration shows how to generate and view Legal Defensibility, Legal Activity, and Survey reports.


  • Clearwell eDiscovery 7.1.2: Enterprise Vault Discovery Demo
    This demonstration shows how to perform an Enterprise Vault Discovery.


  • Clearwell eDiscovery 7.1.2: Create Collection Source Accounts Demo
    This demonstration shows how to create a Source account.


  • Clearwell eDiscovery 7.1.2: Create Collection Sources Demo
    This demonstration shows how to create File Share, Exchange, SharePoint and Enterprise Vault collection sources.


  • Clearwell eDiscovery 7.1.2: Create Collection Destinations Demo
    This demonstration shows how to create a Collection Destination.


  • Clearwell eDiscovery 7.1.2: Create Collection Demo
    This demonstration shows how to create a Collection.


  • Clearwell eDiscovery 7.1.2: Create Collection Tasks Demo
    This demonstration shows how to create a File Share Collection Task. This demonstration also shows four other tasks: a second File Share, Exchange, SharePoint and Enterprise Vault.


  • Clearwell eDiscovery 7.1.2: Filter Collection Tasks Demo
    This demonstration shows how to filter two File Share Collection Tasks, add mailboxes to Exchange Collection Tasks, and add archives to an Enterprise Vault collection.


  • Clearwell eDiscovery 7.1.2: Assign Custodians to collections Demo
    This demonstration shows how to assign custodians to Collection Tasks.


  • Clearwell eDiscovery 7.1.2: Run Collection Tasks Demo
    This demonstration shows how to run Collection Tasks, review Collection Task status, and schedule a recurring Collection Task.


  • Clearwell eDiscovery 7.1.2: Enterprise Vault Holds Demo
    This demonstration shows how to create, schedule, view statistics and release Enterprise Vault Legal Holds.


  • Clearwell eDiscovery 7.1.2: Create OnSite Collector Demo
    This demonstration shows how to create the OnSite Collector.


  • Clearwell eDiscovery 7.1.2: Install OnSite Collector Demo
    This demonstration shows how to download and install the OnSite Collector. .


  • Clearwell eDiscovery 7.1.2: Run OnSite Collector Demo
    This demonstration shows how to run the OnSite Collector.


  • Clearwell eDiscovery 7.1.2: Upload OnSite Collection Demo
    This demonstration shows how to upload the data collected by the OnSite Collector.


  • Clearwell eDiscovery 7.1.2: Collection Sets Demo
    This demonstration shows how to create two collection sets.


  • Clearwell eDiscovery 7.1.2: Evaluate Collection Demo
    This demonstration shows how to display collection data by custodian and source type, display the data in a chart and table, and export the data to Microsoft Excel and view.


  • Clearwell eDiscovery 7.1.2: Adding Collection to Case Demo
    This demonstration shows how to add a Collection set to a case.


  • Clearwell eDiscovery 7.1.2: Collection Reports Demo
    This demonstration shows how to view various reports associated with collections.


  • Clearwell eDiscovery 7.1.2: Collection Basic Trouble Shooting Demo
    This demonstration shows how to view the Collection Task status and Collection job log. This demonstration also shows how to view items in the job log, and open and find items in the system log file.


  • Clearwell eDiscovery 7.1.2: System Setting and User Interface Demo
    This demonstration shows how to log on to Clearwell, show landing page areas, and review system settings.


  • Clearwell eDiscovery 7.1.2: Case System Back Up Demo
    This demonstration shows how to back up case.


  • Clearwell eDiscovery 7.1.2: Clearwell Utility Demo
    This demonstration shows how to use the Clearwell Utility to stop and start the Clearwell services.


  • Clearwell eDiscovery 7.1.2: Working With Support Demo
    This demonstration shows how to create a zip file of logs to send to the Support organization manually.


  • Clearwell eDiscovery 7.1.2: All Case Settings Demo
    This demonstration shows how to add case type, business unit and team members to all cases in the settings page.


  • Clearwell eDiscovery Platform 7.1.2: Create New Case Demo
    This demonstration shows how to create case.


  • Clearwell eDiscovery 7.1.2: Setup Processing Demo
    This demonstration shows how to configure the various sections of the processing in the settings page.


  • Clearwell eDiscovery 7.1.2: Create Case Folder Source Demo
    This demonstration shows how to create a Case Folder Source, monitor Discovery, and view Discovery statistics.


  • Clearwell eDiscovery 7.1.2: Preprocessing QC Checks Demo
    This demonstration shows how to view preprocessing reports.


  • Clearwell eDiscovery 7.1.2: Processing Demo
    This demonstration shows how to perform processing .


  • Clearwell eDiscovery 7.1.2: Post Processing QC Checks Demo
    This demonstration shows how to review processing statistics and view exceptions.


  • Clearwell eDiscovery 7.1.2: Load File Import (LFI) Demo
    This demonstration shows how to perform a load file import.


  • Clearwell eDiscovery 7.1.2: Basic Searches Demo
    This demonstration shows how to perform and save two searches, show OR and AND logic functionality, and run a saved search.


  • Clearwell eDiscovery 7.1.2: Discussion Threads Demo
    This demonstration shows how to view the various discussion analysis tabs and move the discussion to a folder.


  • Clearwell eDiscovery 7.1.2: Filters Demo
    This demonstration shows how to apply filter by file type and sender name. This demonstration also shows how to apply filter by domain name (espn.com) and tag irrelevant.


  • Clearwell eDiscovery 7.1.2: OCR Job Demo
    This demonstration shows how to find unindexed text and perform OCR job.


  • Clearwell eDiscovery 7.1.2: Advanced Search Demo
    This demonstration shows how to perform advance keyword search, add custodians to the search, and save the search in a shared folder.


  • Clearwell eDiscovery 7.1.2: Advanced Search 2 Demo
    This demonstration shows how to perform advanced search on domain name and save the search.


  • Clearwell eDiscovery 7.1.2: Free Form Searches Demo
    This demonstration shows how to perform two free form queries.


  • Clearwell eDiscovery 7.1.2: Transparent Predictive Coding Demo
    This demonstration shows how to perform an overview of Transparent Predictive Coding.


  • Clearwell eDiscovery 7.1.2: Search Reports Demo
    This demonstration shows how to review a search report in Clearwell and Microsoft Excel.


  • Clearwell eDiscovery 7.1.2: Manage Saved Searches Demo
    This demonstration shows how to copy two searches to new private folders and delete the originals.


  • Clearwell eDiscovery 7.1.2: Concept Search Configuration Demo
    This demonstration shows how to enable concept search and re-run post processing.


  • Clearwell eDiscovery 7.1.2: Concept Search Demo
    This demonstration shows how to create, save and run concept search.


  • Clearwell eDiscovery 7.1.2: Create Folders Demo
    This demonstration shows how to create folders and move items to folder.


  • Clearwell eDiscovery 7.1.2: Batch Folders Demo
    This demonstration shows how to create batch folders.


  • Clearwell eDiscovery 7.1.2: Create Tags Demo
    This demonstration shows how to create tag set with three radio button sub-tags.


  • Clearwell eDiscovery 7.1.2: Tag Variations Demo
    This demonstration shows how to create a tag set with checkboxes, add comment with label, and add radio buttons to the check box tag.


  • Clearwell eDiscovery 7.1.2: Separate Tagging of Attachments (STOA) Demo
    This demonstration shows how to enable STOA. This demonstration also shows the Hit Identifier and the STOA selections in the tag wizard.


  • Clearwell eDiscovery 7.1.2: Bulk Tagging Demo
    This demonstration shows how to bulk tag a search result set.


  • Clearwell eDiscovery 7.1.2: Create Users Demo
    This demonstration shows how to create two users and to log out and log in as different users to view the changes based on the access profile.


  • Clearwell eDiscovery 7.1.2: Create Access Profile Demo
    This demonstration shows how to review the Case Admin system role rights, review the Case Admin access profile, create custom access profile, assign custom access profile to user, and test settings in a custom access profile.


  • Clearwell eDiscovery 7.1.2: Reviewing Demo
    This demonstration shows how to look at the different views of search results, tag items in the Review Mode, view related items, and review the items in a native view.


  • Clearwell eDiscovery 7.1.2: Redaction Demo
    This demonstration shows how to use the various redaction tools.


  • Clearwell eDiscovery 7.1.2: Document Cache Demo
    This demonstration shows how to configure and run the Document Cache.


  • Clearwell eDiscovery 7.1.2: Review Dashboard Reports Demo
    This demonstration shows how to view the reports available on the Review Dashboard for each report, export and view two reports in Microsoft Excel, and view the report data in a search.


  • Clearwell eDiscovery7.1.2: Native Only Export Demo
    This demonstration shows how to select items for export, tag items, move/save ten items in a folder, and perform native only export of ten items.


  • Clearwell eDiscovery 7.1.2: Metadata Export Demo
    This demonstration shows how to select items for export, tag items, move/save ten items in a folder, and perform metadata export of ten items.


  • Clearwell eDiscovery 7.1.2: Production Demo
    This demonstration shows how to create a production folder, place the items in a production folder, and produce items.


  • Clearwell eDiscovery 7.1.2: Export Production Demo
    This demonstration shows how to export a production.


  • Clearwell eDiscovery Platform 7.x: End User Training- Login, Document List, Filters, and Analytics (1 of 8)
    In this lesson you will review the functionality offered on the Document List page in Clearwell. You will also learn how to use Filters to understand and organize data. Additonally, you will learn how to use Clearwell Analysis tools.


  • Clearwell eDiscovery Platform 7.x: End User Training- DEMONSTRATION- Login, Document List, Filters, and Analytics (2 of 8)
    This module demonstrates the principles and functions taught in lesson 1.


  • Clearwell eDiscovery Platform 7.x: End User Training- Advanced Search (3 of 8)
    In this lesson you will review Advanced Search criteria in Clearwell, including keyword search syntax and other capabilities. Additionally you will learn how to use Concept search to explore related concepts, terms, and documents. And, you will learn how to manage Saved Searches.


  • Clearwell eDiscovery Platform 7.x: End User Training- DEMONSTRATION- Advanced Search (4 of 8)
    This module demonstrates the principles and functions taught in lesson 2.


  • Clearwell eDiscovery Platform 7.x: End User Training- Review Mode and Redaction (5 of 8)
    This lesson covers the Review Mode in Clearwell and how to redact documents.


  • Clearwell eDiscovery Platform 7.x: End User Training- DEMONSTRATION- Review Mode and Redaction (6 of 8)
    This module demonstrates the principles and functions taught in lesson 3.


  • Clearwell eDiscovery Platform 7.x: End User Training- Review Management Topics (7 of 8)
    In this lesson you will review management tasks such as printing, caching, term highlighting, using the review dashboard, exporting, and producing.


  • Clearwell eDiscovery Platform 7.x: End User Training- DEMONSTRATION- Review Management Topics (8 of 8)
    This module demonstrates the principles and functions taught in lesson 4.



Enterprise Vault 9
  • EV 9.0 for Exchange: Installation Prerequisites and the Deployment Scanner (1 of 4)
    This module describes the system and environment prerequisites required to install Enterprise Vault 9.0. It also demonstrates the deployment scanner.


  • EV 9.0 for Exchange: Installing Enterprise Vault (2 of 4)
    This module demonstrates how to install Enterprise Vault 9.0.


  • EV 9.0 for Exchange: The Configuration Wizard (3 of 4)
    This module explains how to configure Enterprise Vault 9.0 using the Configuration Wizard.


  • EV 9.0 for Exchange: The Getting Started Wizard (4 of 4)
    This module discusses how to configure Enterprise Vault 9.0 using the Getting Started Wizard (GSW). The GSW provides a guided workflow for configuration using either default or custom mode.


  • EV 9.0 for Exchange: Configuring Indexes
    This module describes indexing and demonstrates how to add index locations.


  • EV 9.0 for Exchange: Configuring Vault Storage
    This module demonstrates how to create a Vault Store Group and a Vault Store, and how to configure Vault Store Partitions using the Enterprise Vault Administration Console. It also describes how to configure Vault sharing levels.


  • EV 9.0 for Exchange: Configuring Mailbox Archiving: Policies (1 of 2)
    This module explains the phases involved in setting up mail archiving and demonstrates how to configure Mailbox and Desktop policies.


  • EV 9.0 for Exchange: Configuring Mailbox Archiving: Provisioning and Processing (2 of 2)
    This module discusses Enterprise Vault granular provisioning and demonstrates how to enable mailboxes for archiving.


  • EV 9.0 for Exchange: Managing Client Access: Outlook Clients (1 of 2)
    This module discusses the different Outlook Add-In types and how they are used to access archived items.


  • EV 9.0 for Exchange: Managing Client Access: OWA 2010 (2 of 2)
    This module demonstrates how to install and configure Enterprise Vault OWA Extensions to enable users to access their archived items from their OWA 2010 clients. It also describes how to customize the OWA extension.


  • EV 9.0 for Exchange: Journal Archiving
    This module explains how to check if Exchange message journaling is enabled and how to configure Journal Archiving using the Enterprise Vault Administration Console.


  • EV 9.0 for Exchange: Preparing for Exchange 2010 Archiving
    This module discusses the Exchange 2010 Target Selection phase of the Getting Started Wizard and demonstrates the new pre-requisites for Exchange 2010 archiving. It also describes how to configure CAS proxying.


  • EV 9.0 for Exchange: Assigning Exchange 2007 and Exchange 2010 Permissions for Enterprise Vault
    This module demonstrates how to assign permissions to Exchange 2007 and Exchange 2010 servers in order to allow archiving.


  • EV 9: Introduction to File System Archiving
    This module provides an introduction to Enterprise Vault File System Archiving (FSA). Refer to the Enterprise Vault 10 section for a FSA demonstration, or refer to the Enterprise Vault File System Archiving section for more detailed lesson modules.


  • EV 9: Introduction to SharePoint Archiving
    This module provides an introduction to Enterprise Vault SharePoint Archiving. Refer to the Enterprise Vault 10 section for a SharePoint demonstratio


  • Setting Up Vault Cache in Enterprise Vault for Lotus Domino
    This module provides administrators with the information necessary to set up and configure Vault Cache in Enterprise Vault for Lotus Domino.



Enterprise Vault 10
  • PST Migration in Enterprise Vault 10.x
    This module covers how PST migration is done in Enterprise Vault, including: Client-driven migration and Server-driven migration.


  • Symantec Enterprise Vault Extensions
    This module covers how Enterprise Vault Extensions work and basic troubleshooting.


  • Removing an Exchange Server from Enterprise Vault
    This video shows how to remove an Exchange Server that you no longer want Enterprise Vault to archive. For the text version of this process refer to http://www.symantec.com/docs/TECH50256.


  • Symantec Enterprise Vault 10.0.3: Exchange 2013 Support
    This module covers how Enterprise Vault supports new releases from Microsoft, including —Exchange 2013 and —The new Enterprise Vault Office Mail App.


  • Enterprise Vault 10.0.3: Vault Cache Diagnostics
    This module discusses the new reports available to monitor Vault Cache synchronization in the environment. The module includes: —Vault Cache Diagnostics overview; —Enabling Vault Cache Diagnostics; —Vault Cache Diagnostics demonstration.


  • Enterprise Vault Exchange 2013-OWA Support (Introduction- Part 1 of 4)
    Enterprise Vault 10.0.3 introduces support for Archive access from the Outlook Web App in Exchange 2013. This video provides a brief introduction to the new look & feel of the Enterprise Vault Office Mail App, demonstrating what users can expect to see when interacting with the new feature.
    Please note this module may take a couple of minutes to launch.


  • Enterprise Vault Exchange 2013-OWA Support (User Actions- Part 2 of 4)
    Enterprise Vault 10.0.3 introduces support for Archive access from the Outlook Web App in Exchange 2013. This video shows the various user actions that end-users have come to expect from Enterprise Vault, including Archiving, Restoring and Deleting archived items.
    Please note this module may take a couple of minutes to launch.


  • Enterprise Vault Exchange 2013-OWA Support (Deployment- Part 3 of 4)
    Enterprise Vault 10.0.3 introduces support for Archive access from the Outlook Web App in Exchange 2013. This video shows how to use the PowerShell console to deploy the new Enterprise Vault Mail App to your end-users, and explains how you can mix standard commonly-used PowerShell commands with a set of new Microsoft cmdlets for Office Mail App deployment.
    Please note this module may take a couple of minutes to launch.


  • Enterprise Vault Exchange 2013-OWA Support (Troubleshooting- Part 4 of 4)
    Enterprise Vault 10.0.3 introduces support for Archive access from the Outlook Web App in Exchange 2013. This video introduces the support features in the Office Mail App, along with how to troubleshoot any issues you may come across when deploying/using the new Enterprise Vault Office Mail App.
    Please note this module may take a couple of minutes to launch.


  • How to Move an Enterprise Vault Archived Enabled Mailbox from one Exchange Server to Another
    This video shows how to move mailboxes that are enabled for archiving from one Exchange server to another while preserving the association between the mailbox and the archive. For the text version of this process refer to: http://www.symantec.com/docs/TECH48928.
    Please note this module may take a couple of minutes to launch.


  • Enterprise Vault 10.0.2: Exchange Archiving Reports
    This module explores the new Exchange Archiving Report introduced in Enterprise Vault 10.0.2. The Exchange Archiving Reports are produced during all archiving runs.


  • Enterprise Vault: Product Improvement program
    This module shows you how the Product Improvement program collects environmental and configuration information from the Enterprise Vault setup and stores the collected data as a readable XML file on one Enterprise Vault server’s local file system. The XML data is then securely and anonymously uploaded to Symantec’s Enterprise Telemetry server.


  • How to Move a Vault Store Partition or Vault Store
    This module demonstrates how to move a Vault Store Partition or Vault Store on the same Enterprise Vault server from one location to another.


  • How to Move the Enterprise Vault SQL Databases to Another SQL Server
    This module demonstrates how to move the Enterprise Vault SQL databases from one SQL server to another.


  • Backing Up Enterprise Vault
    This module describes how to set backup mode for vault stores and index locations. This module also describes how to configure backups for Enterprise Vault's SQL.


  • Enterprise Vault 10.x for Exchange: Introduction to Data Classification Services (DCS) with DLP
    This module describes data loss prevention (DLP) and how data classification works in the Enterprise Vault context.


  • Enterprise Vault 10.x for Exchange: Configuring Data Classification: Installing the Data Classification Server (1 of 3)
    This module explains how to install and register the data classification server. In addition you learn how to configure the data classification filter.


  • Enterprise Vault 10.x for Exchange: Configuring Data Classification: Configuring Data Classification Policies (2 of 3)
    This module demonstrates how to configure the classification policies.


  • Enterprise Vault 10.x for Exchange: Configuring Data Classification: Response Rules (3 of 3)
    This module discusses how to create response rules for data classification polices.


  • Enterprise Vault 10.x for Exchange: Outlook 2010 Support : Introduction to the Outlook 2010 Add-In (1 of 2)
    This module describes the basic User Interface of the Enterprise Vault Add-In for Outlook 2010.


  • Enterprise Vault 10.x for Exchange: Outlook 2010 Support : Enterprise Vault Add-In Features and Functionality (2 of 2)
    This module demonstrates the features and functionality of the Enterprise Vault Add-In and integration.


  • Enterprise Vault 10.0: Installation—Introduction to Installing Enterprise Vault (1 of 11)
    This module describes the basic architecture of Enterprise Vault, the deployment options in different environments and the basic steps for installing Enterprise Vault 10.0.


  • Enterprise Vault 10.0: Installation—Verifying Installation Prerequisites (2 of 11)
    This module describes the installation prerequisites for Enterprise Vault and demonstrates how to use the Deployment Scanner to confirm that the perquisites have been installed and configured correctly.


  • Enterprise Vault 10.0: Installation—Additional Installation Prerequisites: Exchange Archiving (3 of 11)
    This module describes how Exchange archiving works and details the additional installation prerequisites for Exchange archiving.


  • Enterprise Vault 10.0: Installation—Additional Installation Prerequisites: Domino Archiving (4 of 11)
    This module describes how Domino archiving works and details the additional installation prerequisites for Domino archiving.


  • Enterprise Vault 10.0: Installation—Additional Installation Prerequisites: File System Archiving (5 of 11)
    This module describes how File System archiving works and details the additional installation prerequisites for File System archiving.


  • Enterprise Vault 10.0: Installation—Additional Installation Prerequisites: SharePoint Archiving (6 of 11)
    This module describes how Exchange archiving works and details the additional installation prerequisites for Exchange archiving.


  • Enterprise Vault 10.0: Installation—Installing Enterprise Vault (7 of 11)
    This module describes and demonstrates how to install Enterprise Vault 10.0. It also covers post-installation tasks and how to uninstall Enterprise Vault.


  • Enterprise Vault 10.0: Installation—Installing Enterprise Vault into a Building Blocks Environment (8 of 11)
    This module describes how Building Blocks can be used to provide high availability for Enterprise Vault servers. It also explains how to install Enterprise Vault 10.0 into a building blocks environment and how to manage failover.


  • Enterprise Vault 10.0: Installation—Installing Enterprise Vault into a VCS Cluster (9 of 11)
    This module describes how Enterprise Vault servers can be clustered using VCS and how to install and configure a VCS cluster of Enterprise Vault servers.


  • Enterprise Vault 10.0: Installation—Installing Enterprise Vault into a Microsoft Failover Cluster (10 of 11)
    This module describes how Enterprise Vault servers can be clustered using a Microsoft Failover Cluster and how to install and configure a Microsoft Failover cluster of Enterprise Vault servers


  • Enterprise Vault 10.0: Installation—Upgrading to Enterprise Vault 10.0 (11 of 11)
    This module describes the options for moving to Enterprise Vault 10.0. It also describes and demonstrates how to migrate Enterprise Vault 9.x servers to a 64-bit operating system platform and to upgrade servers to Enterprise Vault 10.0.


  • Enterprise Vault 10.x: Introduction to Enterprise Vault 10.x Indexing (1 of 3)
    This module explains the architecture and processes for Enterprise Vault indexing.


  • Enterprise Vault 10.x: Configuring Indexing (2 of 3)
    This module demonstrates the basic steps to configure indexing and describes Index Server Groups.


  • Enterprise Vault 10.x: Managing Indexing (3 of 3)
    This module discusses the tools and options to monitor and manage Enterprise Vault indexes.


  • Enterprise Vault Server Settings Migration Wizard (SSMW)
    This module provides an overview of the Enterprise Vault Server Settings Migration Wizard for migrating Enterprise Vault server settings from one server to another. The module includes a demonstration of the migration wizard.


  • Working with Symantec Support - Gathering information with Deployment Scanner
    This module demonstrates enabling and running the Deployment Scanner from the Administration Console.


  • Working with Symantec: Running DTrace (Traces) from the Administration Console
    This module demonstrates enabling and running DTrace (Traces) from the Administration Console.


  • Introduction to Enterprise Vault 10.x 64-bit Indexing
    This module provides an overview of 64-bit indexing in Enterprise Vault 10.


  • Data Classification Services (DCS) Overview
    This module provides an introduction to Enterprise Vault Data Classification Services (DCS).


  • Data Classification Services (DCS) Demo
    This module demonstrates the basic features and functionality of Enterprise Vault Data Classification Services (DCS).


  • SharePoint Archiving Demo
    This module demonstrates the basic features and functionality of Enterprise Vault SharePoint Archiving.


  • File System Archiving (FSA) Demo
    This module demonstrates the basic features and functionality of Enterprise Vault File System Archiving (FSA).


  • Discovery Accelerator Demo
    This module demonstrates the basic features and functionality of Discovery Accelerator (DA) for legal discovery.


  • Changes to Domino Archiving in Symantec Enterprise Vault 10
    This module describes how Domino archived item retrieval works in Enterprise Vault 10.


  • Changes to File System Archiving (FSA) in Symantec Enterprise Vault 10
    This module describes changes in File System Archiving (FSA) in Enterprise Vault 10, including how the FSA Filter Point works and how to implement it, how Mac and Windows system files can be excluded from archiving, and how to use a new tool to remove extended attributes from certain files.


  • Changes to Accelerator Searches in Symantec Enterprise Vault 10
    his module covers changes to the Enterprise Vault 10 accelerators, including Accelerator search changes for 64-bit indexing and archive selection during search creation.


  • Changes to Custodian Manager in Enterprise Vault 10
    This module covers improvements to Custodian Manager (CM) synchronization and new user-defined attributes in Custodian Manager.



Enterprise Vault 11
  • EV 11 Implementation & Deployment Lesson 01 - Product Overview (1 of 64)
    In this module, you learn how to describe the business challenges addressed by Enterprise Vault, describe the basic concepts behind the Enterprise Vault system, and describe the Enterprise Vault structure and components.


  • EV 11 Implementation & Deployment Lesson 02: Introduction to Designing an Enterprise Vault Environment (2 of 64)
    In this module, you learn how to describe the main steps to deploy Enterprise Vault, describe the main considerations when designing an Enterprise Vault deployment, and describe Enterprise Vault designs for common deployment scenarios.


  • EV 11 Implementation & Deployment Lesson 03: Preparing the Environment for Installing Enterprise Vault (3 of 64)
    In this module, you how to describe installation prerequisites for the Enterprise Vault server, additional installation prerequisites required for Exchange, File System and SharePoint archiving. You also learn how to use the Deployment Scanner to confirm that all prerequisites are installed and configured correctly.


  • EV11 Implementation & Deployment Lab 01: Exercise 1 - Investigate Enterprise Vault Installation Demo (4 of 64)
    In this demonstration you investigate Enterprise Vault Prerequisites.


  • EV11 Implementation & Deployment Lab 03: Exercise 2 - Running the Deployment Scanner Demo (5 of 64)
    In this demonstration you run the Deployment Scanner.


  • EV11 Implementation & Deployment Lab 03: Exercise 3 - Implementing Exchange Archiving Prerequisites Demo (6 of 64)
    In this demonstration you implement Exchange Archiving Prerequisites.


  • EV 11 Implementation & Deployment Lesson 04: Installing Enterprise Vault (7 of 64)
    In this module, you learn how to install Enterprise Vault, complete post-installation tasks, and uninstall or reinstall Enterprise Vault.


  • EV11 Implementation & Deployment Lab 04: Exercise 1: Installing Enterprise Vault Demo (8 of 64)
    In this demonstration you install Enterprise Vault.


  • EV11 Implementation & Deployment Lab 04: Exercise 2: Completing Post-Installation tasks Demo (9 of 64)
    In this demonstration you complete Post-Installation Tasks


  • EV 11 Implementation & Deployment Lesson 05: Configuring the Enterprise Vault Server (10 of 64)
    In this module, you learn how to run the Enterprise Vault configuration wizard, Configure site settings, deploy roles-based access (RBA) for administration, and configure monitoring and reporting.


  • EV11 Implementation & Deployment Lab 05: Exercise 1 - Running the Enterprise Vault Configuration Wizard Demo (11 of 64)
    In this demonstration you run the Enterprise Vault Configuration


  • EV11 Implementation & Deployment Lab 05: Exercise 2 - Configuring/Verifying Enterprise Vault Settings Demo (12 of 64)
    In this demonstration you verify Enterprise Vault Settings


  • EV11 Implementation & Deployment Lab 05: Exercise 3 - Setting Up Roles Based Administration Demo (13 of 64)
    In this demonstration you set Up Roles Based Administration


  • EV11 Implementation & Deployment Lab 05: Exercise 4 - Setting Up Enterprise Vault Monitoring Demo (14 of 64)
    In this demonstration you set Up Enterprise Vault Monitoring


  • EV 11 Implementation & Deployment Lesson 06: Configuring Indexing and Storage (15 of 64)
    In this module, you learn the steps required to configure indexing, create retention categories, and create storage to meet defined requirements.


  • EV11 Implementation & Deployment Lab 06: Exercise 1 - Configuring Indexes Demo (16 of 64)
    In this demonstration you configure Indexes


  • EV11 Implementation & Deployment Lab 06: Exercise 2 - Creating Retention Categories Demo (17 of 64)
    In this demonstration you create Retention Categories


  • EV11 Implementation & Deployment Lab 06: Exercise 3 - Configuring Vault Storage Demo (18 of 64)
    In this demonstration you configure Vault Storage


  • EV 11 Implementation & Deployment Lesson 07: Configuring Exchange Mailbox Archiving (19 of 64)
    In this module, you learn how to configure Exchange targets, define how and when archiving occursand process Exchange mailboxes


  • EV11 Implementation & Deployment Lab 07: Exercise 1 - Establishing Archive Targets Demo (20 of 64)
    In this demonstration you establish Archive Targets


  • EV11 Implementation & Deployment Lab 07: Exercise 2 - Creating Mailbox and Desktop Policies Demo (21 of 64)
    In this demonstration you create Mailbox and Desktop Policies


  • EV11 Implementation & Deployment Lab 07: Exercise 3 - Provisioning Mailboxes Demo (22 of 64)
    In this demonstration you provision Mailboxes


  • EV11 Implementation & Deployment Lab 07: Exercise 4 - Archiving Mail Items Demo (23 of 64)
    In this demonstration you archive Mail Items


  • EV 11 Implementation & Deployment Lesson 08: Configuring Exchange Clients - Part I (24 of 64)
    In this module, you learn how to configure Outlook 2010 client, OWA, Office Mail App, Vault Cache and Virtual Vault.


  • EV11 Implementation & Deployment Lab 08: Exercise 1 - Configuring Client Access Microsoft Outlook Demo (25 of 64)
    In this demonstration you configure Client Access Microsoft Outlook


  • EV11 Implementation & Deployment Lab 08: Exercise 2 - Configuring Client Access Outlook Web App Demo (26 of 64)
    In this demonstration you configure Client Access Outlook Web App


  • EV11 Implementation & Deployment Lab 08: Exercise 3 - Configuring Client Access Office Mail App Demo (27 of 64)
    In this demonstration you configure Client Access Office Mail App


  • EV11 Implementation & Deployment Lab 08: Exercise 4 - Configuring Vault Cache and Virtual Vault Demo (28 of 64)
    In this demonstration you configure Vault Cache and Virtual Vault


  • EV 11 Implementation & Deployment Lesson 09: Configuring Exchange Clients - Part II (29 of 64)
    In this module, you learn how to deploy Mail Client and configure IMAP access. You also learn how to configure Enterprise Vault Search.


  • EV11 Implementation & Deployment Lab 09: Exercise 1 - Configuring Enterprise Vault IMAP Access Demo (30 of 64)
    In this demonstration you configure Enterprise Vault IMAP Access


  • EV11 Implementation & Deployment Lab 09: Exercise 2 - Configuring IMAP Access to the Enterprise Vault Server Demo (31 of 64)
    In this demonstration you configure IMAP Access to the Enterprise Vault Server


  • EV11 Implementation & Deployment Lab 09: Exercise 3 - Managing Enterprise Vault Search Demo (32 of 64)
    In this demonstration you manage Enterprise Vault Search


  • EV 11 Implementation & Deployment Lesson 10: Configuring Exchange Journal Archiving (33 of 64)
    In this module, you learn how to configure Exchange targets, define how and when archiving occurs, process Exchange and Journal mailboxes.


  • EV11 Implementation & Deployment Lab 10: Exercise 1 - Confirming Mail is being Journaled Demo (34 of 64)
    In this demonstration you confirm Mail is being Journaled


  • EV11 Implementation & Deployment Lab 10: Exercise 2 - Setting up Journal Archiving Demo (35 of 64)
    In this demonstration you test Journal Archiving


  • EV11 Implementation & Deployment Lab 10: Exercise 3 - Testing Journal Archiving Demo (36 of 64)
    In this demonstration you test Journal Archiving


  • EV 11 Implementation & Deployment Lesson 11: Configuring File System Archiving (37 of 64)
    In this module, you learn how to configure FSA targets, define FS archiving, and process items.


  • EV11 Implementation & Deployment Lab 11: Exercise 1 - Preparing and Adding File Server as a Target Demo (38 of 64)
    In this demonstration you prepare and add File Server as a Target


  • EV11 Implementation & Deployment Lab 11: Exercise 2 - Setting up File System Archiving Policies Demo (39 of 64)
    In this demonstration you set up File System Archiving Policies
    Launch Module


  • EV11 Implementation & Deployment Lab 11: Exercise 3 - Adding Archiving Targets Demo (40 of 64)
    In this demonstration you add Archiving Targets


  • EV11 Implementation & Deployment Lab 11: Exercise 4 - Running the File System Archiving Task Demo (41 of 64)
    In this demonstration you run the File System Archiving Task


  • EV 11 Implementation & Deployment Lesson 12: Configuring SharePoint Archiving (42 of 64)
    In this module, you learn how to configure SharePoint targets, define SharePoint archiving, and process items.


  • EV11 Implementation & Deployment Lab 12: Exercise 1 - Configuring Enterprise Vault access to SharePoint server Demo (43 of 64)
    In this demonstration you configure Enterprise Vault access to SharePoint server


  • EV11 Implementation & Deployment Lab 12: Exercise 2 - Configuring SharePoint Archiving Components Demo (44 of 64)
    In this demonstration you configure SharePoint Archiving Components


  • EV11 Implementation & Deployment Lab 12: Exercise 3 - Running SharePoint Archiving Demo (45 of 64)
    In this demonstration you run SharePoint Archiving


  • EV11 Implementation & Deployment Lab 12: Exercise 4 - Accessing SharePoint Archived Files Demo (46 of 64)
    In this demonstration you troubleshoot Server Logs


  • EV 11 Implementation & Deployment Lesson 13: Troubleshooting the Implementation (47 of 64)
    In this module, you learn how to review the installation logs, outline common implementation issues, use common troubleshooting tools and resources.


  • EV11 Implementation & Deployment Lab 13: Exercise 1 - Introduction to EV Troubleshooting - Server Logs Demo (48 of 64)
    In this demonstration you troubleshoot Server Logs


  • EV11 Implementation & Deployment Lab 13: Exercise 2 - Introduction to EV Troubleshooting - Client Logs Demo (49 of 64)
    In this demonstration you troubleshoot Client Logs


  • EV 11 Implementation & Deployment Lesson 14: Validating the Environment (50 of 64)
    In this module, you learn how to test archiving and access, complete all documentation, and outline a backup schedule for Enterprise Vault.


  • EV 11 Implementation & Deployment Lesson 15: Installing Enterprise Vault in an IBM Domino Environment (51 of 64)
    In this module, you learn how to describe how Domino archiving works to understand the required prerequisites, describe additional prerequisites for Domino archiving.


  • EV11 Implementation & Deployment Lab 15: Creating a Domino ID Demo (52 of 64)
    In this demonstration you create a Domino ID.


  • EV11 Implementation & Deployment Lab 15: Registering the Enterprise Vault Domino Gateway Server Demo (53 of 64)
    In this demonstration you register the Enterprise Vault Domino Gateway Server.


  • EV11 Implementation & Deployment Lab 15: Installing Domino 9 Messaging Server on EVDG Demo (54 of 64)
    In this demonstration you install Domino 9 Messaging Server on EVDG.


  • EV11 Implementation & Deployment Lab 15: Installing the Deployment Scanner Demo (55 of 64)
    In this demonstration you install the Deployment Scanner.


  • EV11 Implementation & Deployment Lab 15: Installing Enterprise Vault on the Enterprise Vault Domino Gateway Server Demo (56 of 64)
    In this demonstration you install Enterprise Vault on the Enterprise Vault Domino Gateway Server.


  • EV 11 Implementation & Deployment Lesson 16: Configuring Domino Mailbox Archiving (57 of 64)
    In this module, you learn how to configure Domino targets, define when and how archiving occurs, and process Domino mailboxes.


  • EV11 Implementation & Deployment Lab 16: Copying the Domino Archiving ID to the Enterprise Vault Server Demo (58 of 64)
    In this demonstration you copy the Domino Archiving ID to the Enterprise Vault Server.


  • EV11 Implementation & Deployment Lab 16: Creating Provisioning Groups Demo (59 of 64)
    In this demonstration you create Provisioning Groups.


  • EV 11 Implementation & Deployment Lesson 17: Configuring Domino Clients and Working with iNotes (60 of 64)
    In this module, you learn how to validate user access, and configure access for Domino clients.


  • EV 11 Implementation & Deployment Lab 17: Deploying New Mail Templates Demo (61 of 64)
    In this demonstration you deploy New Mail Templates.


  • EV11 Implementation & Deployment Lab 17: Enabling the Vault Cache in the Desktop Policy Demo (62 of 64)
    In this demonstration you enable the Vault Cache in the Desktop Policy.


  • EV 11 Implementation & Deployment Lesson 18: Configuring Journal Archiving (63 of 64)
    EV 11 Implementation & Deployment Lesson 18: Configuring Journal Archiving (63 of 64)


  • EV11 Implementation & Deployment Lab 18: Configuring Domino Journal Mailbox Archiving Demo (64 of 64)
    In this demonstration you investigate Enterprise Vault Prerequisites.



Enterprise Vault File System Archiving
  • EV9-FSA: Introduction to Enterprise Vault (1 of 12)
    In this module, you learn what Enterprise Vault is, its functions and architecture, and how it can archive unstructured data from file servers. You also learn about the basic physical and logical components that comprise an Enterprise Vault deployment as well as some of the new Administration Console features in Enterprise Vault 9.0.


  • EV9-FSA: Installing and Configuring Enterprise Vault (2 of 12)
    In this module, you learn about the basic steps for planning and deployment. You also learn about the requirements to install Enterprise Vault, how to install the Enterprise Vault Server software, and how to run the configuration program.


  • EV9-FSA: Post-installation Configuration (3 of 12)
    In this module, you learn about configuring Enterprise Vault storage. You also learn how to create a Vault Store Group and Vault Store and configure Vault Store Partitions using the Enterprise Vault Administration Console. In addition, you learn how to configure Vault Site properties.


  • EV9-FSA: Introduction to File System Archiving (4 of 12)
    In this module, you learn about File System Archiving. You also learn how File System Archiving architecture operates. In addition, you learn about the terms associated with File System Archiving.


  • EV9-FSA: Configuring File System Archiving (5 of 12)
    In this module, you learn how to configure File System Archiving. You also learn about File System Archiving best practices.


  • EV9-FSA: Accessing Archived Items and Indexing (6 of 12)
    In this module, you learn how to search using the Archive Explorer and Enterprise Vault built-in search tools. You also learn what indexing is and how it works. In addition, you learn about tools for monitoring indexes and how to run the IndexServer and IndexCheck tools.


  • EV9-FSA: File Lifecycle, Retention Folders, File Blocking, and Pruning (7 of 12)
    In this module, you learn how the lifecycle of a file is managed using File System Archiving. You also learn about Retention Folders and how to configure them. In addition, you learn about File Blocking and Pruning and how to configure these features.


  • EV9-FSA: Archiving from non-Windows File Servers (8 of 12)
    In this module, you learn about file system archiving on non-Windows File Servers. You also learn about configuring file system archiving on a NetApp filer and an EMC Celerra device.


  • EV9-FSA: File System Archiving Reporting (9 of 12)
    In this module, you learn about Enterprise Vault Reporting and FSA Reporting. You also learn about installing and configuring FSA Reporting. In addition, you learn how to access, view, run, and schedule FSA reports.


  • EV9-FSA: Backing Up and Recovering Enterprise Vault (10 of 12)
    In this module, you learn about Enterprise Vault components that must be backed up. You also learn how to back up and restore Enterprise Vault components by placing them in backup mode. In addition, you learn how to back up and restore Enterprise Vault configuration.


  • EV9-FSA: Maintaining File Server Targets (11 of 12)
    In this module, you learn how FSAUtility can be used to migrate placeholders and recall files corresponding to placeholders. You also learn about troubleshooting issues related to FSAUtility using report mode, Dtrace, and .xml log files. In addition, you learn about backing up and restoring placeholders.


  • EV9-FSA: Troubleshooting File System Archiving (12 of 12)
    In this module, you learn about the tools used to perform basic troubleshooting of File System Archiving. In addition, you learn how to troubleshoot common File System Archiving issues and correct them. You also learn about deleting orphaned placeholders and the Archive Now/Shortcut Later and Delete on Delete features.



Enterprise Vault 8
  • Moving an Archive to an Active Archive in a Different Site in Enterprise Vault 8 SP4
    Move Archive enables you to move inactive archives from the source Enterprise Vault site to active archives in another site. This is useful when you want to move an individual user's mailbox to a different Domino or Exchange mail server in another Enterprise Vault site.


  • Moving an Archive to an Inactive Archive in a Different Site in Enterprise Vault 8 SP4
    This module discusses moving a mail archive in the source site to an existing inactive archive or to a new archive in the destination site. However Enterprise Vault does not complete any shortcut processing because neither the source archive nor the destination archive is associated with an archiving enabled user.


  • Moving an Active Archive to a New Archive in Enterprise Vault 8 SP4
    This demonstration steps through the process of moving an active mailbox archive to a new archive within a site. The new archive in the destination vault store will automatically become the default archive for all subsequent archiving. Note that the move archive function requires Enterprise Vault 8, Service Pack 4 and higher.


  • Moving a Disabled Archive to an Active Archive in Enterprise Vault 8 SP4
    This demonstration steps through the process of moving a disabled mailbox archive to an active archive within a site. Note that the move archive function requires Enterprise Vault 8, Service Pack 4 and higher.


  • Backing Up Enterprise Vault 8.0
    This module describes how to set backup mode for vault stores and index locations. This module also describes how to configure backups for Enterprise Vault's SQL databases. The functions and tasks demonstrated in this module are specific to Enterprise Vault 8.


  • Installing the Enterprise Vault 8.0 Outlook Web Access (OWA) Extensions for Microsoft Exchange 2003
    This module demonstrates how to install the Enterprise Vault 8.0 Outlook Web Access extensions, which enable Enterprise Vault actions, icons, and buttons for OWA users.


  • Getting Started Wizard
    The module discusses how to configure EV quicker and simpler using the Getting Started Wizard to customize configuration settings. The GSW provides a guided workflow for archiving targets configuration using either the default or custom mode.


  • Managing Partition Rollover
    In the module Partition Rollover, learn how Partition Rollover is used in an Enterprise Vault environment is discussed. Topics include how to set up Partition Rollover and how to configure partitions so that they are ready when needed.


  • Desktop Policy Forms
    This module discusses the new Enterprise Vault 8.0 Desktop Policy. The Desktop Policy contains properties that define the end users look and feel of the EV clients.


  • Common Task Launch Pad (CTLP) for Exchange Administration
    This module describes the layout of the new feature, Common Task Launch Pad (CTLP) and demonstrates what can be accomplished through the available icons.


  • Vault Cache
    This module explains how Vault Cache enables users to work offline while remaining synchronized with Enterprise Vault. The initial configuration of Vault Cache is discussed.