Create workspaces and manage instance objects

Question 1

What is a workspace?

Answer 1

In Relativity, a workspace provides a secure data repository for documents used in cases or for applications developed with dynamic objects.

Question 2

What can you define at the workspace level?

Answer 2

At the workspace level, you can also define views, layouts, fields, and choices.

Question 3

Groups and creating workspaces. Template groups.

Answer 3

Any groups that are part of a template workspace will also be a part of the client domain workspace. We recommend removing these non-client domain groups to prevent the client domain admin from seeing information on non-client domain users and groups.

Question 4

Can you edit a workspace name?

Answer 4

You can edit a workspace name at any time without affecting any data. The root folder name for the workspace updates along with the workspace name.

Question 5

Best practice for utilizing a template workspace?

Answer 5

We recommend selecting an empty workspace without any documents as a template to prevent potential errors when trying to clean up all the references.

Question 6

What type of Integration Point profiles are exported?

Answer 6

Only export type Integration Point profiles with a source and destination of Relativity are copied.

Question 7

Advanced Settings - SQL Full Text Language. Are multiple sql languages supported?

Answer 7

The SQL Server settings determine the languages available in this list. Contact your system admin if you require additional languages. For information on configuring and managing word breakers,

Question 8

Workspace Admin Group

Answer 8

determines the group that has workspace admin permissions over this workspace.

Question 9

What is in the workspace details?

Answer 9

On the Workspace Details tab, Relativity displays read-only workspace fields, history information, Relativity Utilities console, Production Restrictions, and the Workspace Admin Group field.

Question 10

Once a workspace is created, who can make updates to the matter object?

Answer 10

Once a workspace is created, only System Administrators and Client Domain Administrators can make updates to the Matter object. Even users with full permissions for Matters and Clients will not have the ability to modify this object unless they are System Administrators or Client Domain Administrators.

Question 11

Where can you delete a workspace?

Answer 11

Workspace details tab.

Question 12

What permissions do you need to delete a workspace?

Answer 12

You must have Delete permissions for the workspace object in order to delete a workspace.

Question 13

What occurs when deleting a workspace?

Answer 13

Relativity removes the workspace from the Workspace lists and marks the workspace for deletion after hours.
> During off-hours, the Case Manager agent runs and deletes the following:
> Any documents in the Relativity file repository, except those loaded in with pointers.
dtSearch indexes.
> Analytics indexes and staging areas.
> The SQL database; however, Relativity does not delete database logs and backups.

Question 14

What console adds additional administrative features?

Answer 14

Additional administrative features are available through the Relativity Utilities console on the Workspace Details tab

Question 15

To modif a system keyboard shortcut key

Answer 15

You must select either or both the Ctrl and Alt checkboxes. Relativity displays the error message <Invalid> when these checkboxes are not selected.</Invalid>

Question 16

View personal items of workspace users, how to select one or more users whose personal items you want to view?

Answer 16

To move multiple users between boxes, click the double arrows. You can also select and double-click on user names to move the between boxes.

Question 17

Where is migrate to cold storage?

Answer 17

Relativity utilities console in Workspace details

Question 18

True or false
Migrating a workspace to cold storage is immediate and will not affect any potential client related due date charges.

Answer 18

True

Question 19

True or False : A workspace in cold storage cannot be used as a template.

Answer 19

True

Question 20

True or False : A workspace in cold storage cannot be used by RDC or Integration Points.

Answer 20

True

Question 21

True or False : A cold storage Workspace will be considered an active standard workspace for billing purposes in any calendar month where it is accessed. This includes accessing the cold workspace through Relativity APIs or for auditing or reporting purposes.

Answer 21

True

Question 22

True or False : Workspaces in cold storage can be archived directly using ARM without having to be moved to an active state before archiving.

Answer 22

True

Question 23

How to retrieve a workspace from cold storage?

Answer 23

Workspaces tab, click the name of the workspace and”retrieve workspace” on the pop up.

Question 24

True or False: Workspace retrievals instantaneous?

Answer 24

False :
Workspace retrievals are not instantaneous, after clicking Retrieve Workspace, it could take between 24 hours and 5 days to resume operations in that workspace.

Question 25

T or F : Will a user get an email notification once the retrieval is complete?

Answer 25

True

Question 26

What agents need to be present for Cold Storage Case Retrieval?

Answer 26

Cold storage case retrieval agents

Question 27

Is cold storage retrieval audited?

Answer 27

Yes : Migration and retrieval actions are audited.

Question 28

Can you archive workspaces into cold storage?

Answer 28

Yes ; You can archive workspaces in cold storage directly using ARM without having to be moved to an active state before archiving.

Question 29

What is the workspace admin group when creating a workspace?

Answer 29

The specified group that has full admin rights over a particular workspace. A workspace admin has full control over all objects within the workspace, but members of the group do not have the script permissions available only to system admins.

Question 30

Where can I see my logged in users?

Answer 30

User Status tab

Question 31

Users

Answer 31

Users are individuals who have access to the Relativity environment. You create users and add them to groups, which are then associated with workspaces. Users are also directly associated to clients.

Question 32

What happens after a user is created?

Answer 32

Once you have created users, you can assign them to groups. When you add or remove users from a group, Relativity will execute a job and send you an email notification once it’s completed. In case of an error, the email will contain a link that you can use to retry the job. Please note that to use the retry link, you need to be logged into Relativity. Additionally, you can find the retry link in the Errors tab.

Question 33

Can you preview security for a user? Where?

Answer 33

You can preview the security settings of any workspace available for a user by clicking Preview Security.

Question 34

Do user emails have to be unique?

Answer 34

Yes : Relativity users can have the same first and last name, but the email address must be unique.

Question 35

System admin users can see what?

Answer 35

Everything in Relativity

Question 36

What value is the Disable on Date field for a user?

Answer 36

The Disable on Date value is in UTC and does not represent local time.

Question 37

What IP format under Trusted IPs does Relativity Support?

Answer 37

Relativity only supports the IPV4 format for Trusted IP addresses. It doesn’t support the IPV6 format.

Question 38

“My settings”
can users still access and change their own settings?

Answer 38

While “My Settings” appears grayed out in the user preview, users will still be able to access and change their own settings based on their assigned permissions.

Question 39

Item List Page Length, do associative object lists in a layout inherit this value?

Answer 39

Associative object lists in a layout do not inherit this value (the default number of items per page for these lists is 10 and cannot be customized).

Question 40

Does a user have to log out and log back in if an admin makes changes to their user profile?

Answer 40

If a user is currently logged in to Relativity when a system admin modifies a setting, the user must log out and log back in for the changes to take effect. This also applies to the system admin if they are altering the setting on their own account.

Question 41

Are audit records modified when a user is deleted or disabled?

Answer 41

Audit records are not modified when a user is deleted or disabled. You will still be able to search for a user’s audits based on their user name.

Question 42

Users audit is where?

Answer 42

User tab > user > view audit.

Question 43

Will any changes a user made without saving be lost if forced logged out?

Answer 43

When you use the Force Log Out option to terminate a user’s session, any changes the user made and did not save will be lost.

Question 44

Where do you force logout users?

Answer 44

User status > checkbox > Force logout

Question 45

If disable on date is checked, but no value is added. Will a date/time be saved?

Answer 45

If you select the checkbox and leave the date value blank, will clear the Disable On Date (UTC) for the users.

Question 46

Tabs

Answer 46

A workspace contains tabs that provide you with easy access to different Relativity features, including documents, search terms reports, views, and other default functionality.

Question 47

Does RelativityOne include a tool that allows you to choose a workspace to use as a source template for tab structure?

Answer 47

RelativityOne includes a tool that allows you to choose a workspace to use as a source template for tab structure and then lets you apply that template across multiple workspaces in your instance.

Question 48

Tab type “external” : what do you put here?

Answer 48

Selecting External from the Link Type menu causes the Link field to appear below the Parent field. In the Link field, you can enter a web address to link to a URL.

Question 49

Ideal way to set tab order by?

Answer 49

It’s always a good idea to set tab order by 10’s, starting with 10, then 20, then 30, etc. By numbering in groups of 10 you can insert an item into any position later in the workspace, without the need to reorder (for example, you can use 10, 20, 25, 30, 40 to insert a new tab between 20 and 30).

Question 50

Can you nest tabs in Relativity?

Answer 50

You may prefer to nest several tabs within a parent to reduce clutter in your Relativity interface and make tabs easier to locate. You must first specify a tab as a parent and then specify children tabs.

Question 51

To add and remove groups, you must have the what permission set?

Answer 51

To add and remove groups, you must have the Edit Security permission set for the Workspace object and the Add and Delete permissions set for the Groups object (instance level security).