smarsh university logo white

Enterprise Discovery Administrator


This hands-on course provides a comprehensive introduction to the administration of Enterprise Discovery. Attendees will learn the features and functions of Enterprise Discovery, how to configure it and leverage it to successfully manage and respond to e-discovery requests.

Course Topics

  • Enterprise Archive overview and concepts
  • Enterprise Archive terminology
  • Review case management interface
  • Overview of case management workflow
  • Creating roles and assigning permissions
  • Creating tag groups
  • Creating a case
  • Searching for communications
  • Review of search interface via collect menu
  • Creating and executing searches using content analysis criteria
  • Executing searches using context analysis restrictors
  • Where to search options
  • Participant identities
  • Directionality
  • Saving and re-using searches
  • Collecting items
  • Handling holds
  • Unsearchable or encrypted content
  • Exporting content
  • Reviewing export jobs
  • Downloading exports once completed
  • Collecting items
  • Refining number of displayed items using faceting
  • Scheduling exports using saved search templates
  • Activity reporting
  • Case management reports