Enterprise Vault and eDiscovery Tech Center

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View the free modules below to benefit from a library of self-paced learning modules developed around key features, best practices, and common technical support questions. New and concise learning modules are regularly added to this library. A $149 Value for Free!

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Clearwell eDiscovery Platform 7.x

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. Additionally, you will learn how to use Clearwell Analysis tools.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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EV 9.0 for Exchange: Installing Enterprise Vault (2 of 4)

This module demonstrates how to install Enterprise Vault 9.0.
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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.
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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.
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EV 9.0 for Exchange: Configuring Indexes

This module describes indexing and demonstrates how to add index locations.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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
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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.
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Enterprise Vault 10

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.

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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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
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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.
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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.
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Enterprise Vault 10.x: Configuring Indexing (2 of 3)

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

This module discusses the tools and options to monitor and manage Enterprise Vault indexes.
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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.
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Working with Symantec Support - Gathering information with Deployment Scanner

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

This module demonstrates enabling and running DTrace (Traces) from the Administration Console.
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Introduction to Enterprise Vault 10.x 64-bit Indexing

This module provides an overview of 64-bit indexing in Enterprise Vault 10.
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Data Classification Services (DCS) Overview

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

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

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

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

This module demonstrates the basic features and functionality of Discovery Accelerator (DA) for legal discovery.
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Changes to Domino Archiving in Symantec Enterprise Vault 10

This module describes how Domino archived item retrieval works in Enterprise Vault 10.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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