RCA Exam 7.4 Flashcards
What does turning Data Focus on do?
Turning Data Focus on displays more data in the view by removing the workspace name and white space from the main header.
What queues can an administrator manage from the Admin tab?
- Branding
- Imaging
- OCR
- Production
What are clients associated with?
Users and Matters
What is the client number used for?
The client number is used for billing purposes, and it cannot exceed 50 characters.
What can a client’s status be, and what is it used for?
A client’s status can be active, inactive, or a status you’ve created. It is used to organize and display a list of clients using Relativity views.
What are matters associated with?
A matter must be linked to any existing client and may be linked to one or more workspaces.
What are users associated with?
Clients and Groups
True or False: Users can be directly added to a workspace.
False - Users must be added to a group first, and then the group must be added to the workspace.
True or False: Disabled users will not be counted or billed as a named user on a license.
True
What does Document Skip do?
Document Skip allows you to control whether or not users are able to skip documents that no longer meet the original conditions of the view due to propagation being enabled.
What are the different authentication technologies users can use to log in with?
- RSA Two-Factor Authentication
- Client SSL Authentication
- Active Directory Authorization
What does setting a trusted IP for a user do?
If you set a trusted IP, and a user tries to log in from an unauthorized IP address, authentication will fail.
What settings can users change if given permission?
- First and Last Name
- Email Address
- Advanced Search Default
- Items List Page Length
- Default Selected File Type
- Native Viewer Cache Ahead
What does Maximum Password Age do?
This field allows you to set how many days a user’s password is valid.
What range can you set a Default List Length to?
1-200
What does the Skip Preference allow a user to do?
This setting allows you to skip to the next document meeting the conditions set up by the view.
What are the requirements for a user’s password?
- Minimum of eight characters
- One uppercase letter
- One lowercase letter
- Minimum of one number
- Minimum of one special character
What are the options for sending a user password?
- Send to me (logged in user)
- Send to user
- Send to popup window
What does MaxPasswordHistory do?
This setting ensures that a user cannot use past passwords when setting a new one.
What are groups associated with?
Users and Workspaces
What’s a best practice when giving a group a name?
You should name a group based on their purpose and permission level.
True or False: A group receives its permissions once it is created.
False - A group must be added to a workspace first.
What are the two ways to add a user to a group?
Group Details or User Details
What are the three default groups?
- Everyone
- System Administrators
- Scripts Administrators
What can a script administrator do with scripts?
- View
- Run
- Preview (locked and unlocked)
- Create
- Edit (unlocked only)
- Link
- Import Applications
When creating a new workspace, what do the MattersOnPicker and WorkspacesOnPicker do?
These popup windows allow you to select a matter and a workspace template for the new workspace.
What objects are moved from a template workspace?
- Groups (and permissions)
- Views
- Layouts
- Fields
- Choices
- Scripts
- Custom Tabs
- Custom Objects
- Saved Searches (not associated with an index)
- Markup Sets
- Native Types
- Imaging, OCR, and Pivot Profiles
- Summary Reports
What are resource pools?
Resource pools are a set of servers and file repositories you can associate with your workspace.
What is the Default File Repository?
This specifies the path for the physical location of the files.
What is the Database Location?
This is the SQL server where the workspace is stored.
Where can you set a production restriction?
Workspace Details (by editing the workspace)
Where can you create keyboard shortcuts?
Workspace Details or upon field creation
What happens when you use a workspace template that includes a production restriction associated with an index?
You can either add a new production restriction or you can proceed without one.
True or False: You can delete a Saved Search that’s being used as a production restriction.
False
What are the different link types you can set when creating a tab?
- Object (creates a new tab for a non-document object)
- External (links to any URL)
- Parent (establishes tab as a parent tab)
What field types can be available in the Field Tree?
- Single Choice
- Single Object
- Multiple Choice
- Multiple Object
Note: For non-document object types, only single object and multiple objects can be made available.
What is the maximum length for fixed-length text fields?
4,999 characters; however, the combined length of all fixed-length text fields should not exceed 8060. Also, any fields over 500 characters is not optimal.
What is the maximum length for long text fields?
2GB; however, Relativity is typically set to stream files smaller than 50MB.
What is the maximum number of digits for decimal fields?
15 digits before the decimal and 2 digits after
What is the maximum number of digits for currency fields?
10
What is propagation?
Propagation forces a coding value to a specified group of related items. For example, if you tag a document as responsive, the coding value will be forced to its family documents.
If a responsiveness field is created to propagate both family and duplicates, and a parent email is
coded as responsive, what actions will occur?
- Child email attachments will be coded as responsive (Family Propagation)
- Duplicate emails of the parent email will be coded as responsive (Duplicate Propagation)
What happens if Skip is enabled?
Documents that have met the view criteria and have had propagation applied will be skipped.
True or False: There is not an automatic alert when propagation is set.
True
What are the different filter types for fields?
- List (creates a dropdown for users to select one option; if it includes over 255 characters, it will downgrade to a text box filter)
- Multi-list (allows users to select multiple options)
- Text Box (displays a text box that can be queried for text)
- Boolean (displays Boolean options, allowing users to select one option)
- Custom Only (allows users to use different search terms and operators)
- Popup
What is a popup filter?
Popup displays a popup picker that allows users to select multi-choice and multi-object values. It can be used for single or multiple choice fields or single and multiple object fields.
What is the difference between a document’s Artifact ID and Control Number?
Artifact ID is Relativity’s unique identifier for all database objects. Control Number is the workspace identifier.
What are the different batch fields?
- Batch
- Batch::Assigned To
- Batch::Batch Set
- Batch::Batch Status
All four are system fields.
What is Relativity Compare?
A system field that allows you to compare the extracted text of one document to another’s.
What is Relativity Native Time Zone Set?
This is a numeric field that offsets how header dates and times appear in the viewer for emails. If set to 0, it will display in Coordinated Universal Time (UTC).
What are the values for the system field?
- Blank
- Has Redactions
- Has Annotations
What are the values for the system field?
- Blank
- Contains Images Only
- Contains Natives Only
- Contains Images and Natives
True or False: Field names cannot contain numbers or special characters.
False
What is the maximum number of characters a choice name can be?
200
What should you do if you need to edit a parent choice?
Create a new choice family, mass edit the applicable documents, and then remove the old choice.
What choices won’t you be able to delete?
Any choices that are a part of Summary Reports or that have been applied to any documents
True or False: If the document viewer is undocked, shortcuts that move the cursor focus to a textbox will only execute if Internet Explorer has a single tab open.
True
Who can create shortcuts?
Any user with permissions to create and/or edit fields and choices
What field types can’t you set up shortcuts for?
Single and multiple choice or single and multiple object
When are keyboard shortcuts active?
- When keyboard shortcuts are enabled
- When focus is on the Core Reviewer Interface
- When the viewer is docked
- When the viewer is undocked and there’s only one IE tab open
- When a document is NOT viewed in native mode
True or False: The RDC imports only metadata for native files with the size of 0 KB.
True - In the RDC, the Warnings tab displays a message indicating that the file is empty and only metadata has been loaded for the record.
What does Preview File and Preview Error do?
Preview File displays the first 1,000 documents in the load file. Preview Error checks all documents for potential loading errors but only displays the first 1,000 documents.
What are the delimiters?
- Column (used to separate columns)
- Quote (used as the text qualifier)
- Newline (used to indicate the end of a line in any extracted text or long text field)
- Multi-value (used to separate choices within a field)
- Nested Value (used to separate the different levels of a multi-choice hierarchy)
What are some common load file errors?
- Invalid date syntax
2. Duplicate choices for fields
True or False: Only records with no errors will be imported.
True
True or False: Once you fix errors, you can import the file using the overlay option.
False - You must append the file.
When saving import settings, what file type is stored, and what settings aren’t saved?
A .kwe file is stored, and the selected destination path and advanced settings - copy files to repository aren’t saved.
What file types can Relativity import as images?
- Single-page Group IV TIFFs
2. JPGs
What must be true if you want to load extracted text with images?
- The file must be a .txt
- The file must be stored in the same location as the TIFF files
- The file must be named the same way as the TIFF files
When loading a production, what becomes the bates number?
The numbering imported in your Opticon file
When loading a production, when should you enable Auto-page Numbering?
When you’re importing productions that use document-level numbering without page numbers, and include documents that contain multiple pages
Prior to creating a new Transform Set, what must you create?
- An object and field to store the information
2. A Saved Search for the documents that need transforming
When creating a transform, what are the requirements for the source and destination fields?
The source field must be any standard text field (fixed-length or long text), and the destination field must be a multiple object field.
True or False: Users can redact the same document at the same time.
True
What are some best practices when creating a Persistent Highlight Set?
- Only use wildcards
- Don’t enter duplicate terms
- Remove terms with large hit counts
- If the list of terms is large (over 100 words), use highlight fields and an STR
- List the variations of the term before the single term
- Don’t use quotations or operators like AND or OR
- Avoid using proximity, stemming, or fuzziness searching
What can affect Persistent Highlight performance?
- Size of document
- Types of operators used
- Local machine
- Number of terms
True or False: When building a coding layout, you cannot remove a category that has a field.
True - You must remove the field first.
What do views control?
- The items displayed on the list, based on a set of criteria
- The fields of information returned relating to the displayed items
- The sort order of the items
What is the default order for a view?
9999
When creating a view, what fields should you add?
Fields you need to see, sort by, or filter on.
While the Conversation Index indented list is set up in the view settings, it will not be functional unless you have done what first?
- Imported Conversation Index field values into Relativity
2. Made a relational field to group all emails from the same email thread into a set
Which field types are available for Summary Reports?
- Yes/No
- User
- Single Choice List
- Multiple Choice List
What file type is saved when saving import and export settings?
Import settings are saved as a .kwe file, and export settings are saved as a .kwx file.
True or False: Actions related to field choices are
recorded using Artifact ID.
True
What are the mass operations in Relativity?
- Image
- Print Images
- Edit
- Replace
- Move
- Send to CaseMap
- Tally/Sum/Average
- Produce
- Export to File
- Cluster
- Process Transcript
- Copy
- Delete
True or False: By default, newly created tabs are visible only to system administrators.
True - This applies even if the creating user’s group has access to see all other tabs.
Upon completion of an OCR run, if you want to be able to search on the OCR text, what should you do?
You must either build a search index based on those results only or integrate those results an existing search index.
True or False: Image- on-the-fly jobs don’t take precedence over batch image jobs.
False
Which file types can you export when using the Export to File mass action?
- Excel Spreadsheet via HTML (.xls)
- Comma Separated Values (.csv)
- Concordance DAT (.dat)
What are the two modes in Relativity?
Workspace and Admin
Where can a user change their personal settings?
Under “My Settings”
Before a Relativity license expires, you’ll receive an alert regarding the expiration _____ days prior, and you will have a _____ day grace period.
30, 7
What can you do under the Licensing Tab?
- Apply a license key
- Generate a license request
- Review your license details
True or False: A client’s status does not impact user permissions.
True
A matter name cannot exceed how many characters?
50 characters
True or False: Walker $ales is a valid client name.
True
What will happen if you change the Matter Status to inactive?
You won’t be able to associate the matter with other objects.
What are the available options when setting a password for a new user?
- Manually set password
- Auto-generate a password
- Use current password
Users can have the same name, but not the same _________.
Email address
True or False: A user who is associated to an inactive client is not able to access Relativity.
False
When associating a user with a client, what setting allows you to customize the available list?
UsersonPicker
True or False: A workspace can be assigned to more than one Resource Pool.
False
What does the RDC require to be installed on the workstation?
- .Net 4.0
2. C++ 2010
In the RDC, is it possible to import choices as nested?
Yes
True or False: All field types are available to tally on.
False
- Fixed-length text
- Choice
- User
- Number
What are the Pivot display toggle options?
- Grid
- Chart
- List
A new choice can be added from the ________ tab or a coding __________.
Choices, Field
What are two common relational fields?
MD5 Hash and Group Identifier
Is propagation applied to a field or a choice?
Field
What field types are Summary Reports limited to?
- Single choice
- Multiple choice
- User
- Yes/No
What are the two Relativity transform sets?
- Domain Parsing
2. Conversation Index Parsing
What does displaying Dependencies do?
You can force the deletion of an object, which includes deleting its children and unlinking associative objects.
True or False: A Transform Set extracts text matches, writing the results to a specified field.
True
What is the name of the email program that creates a conversation index?
Microsoft Outlook/Exchange
Conversation index is a unique __ character number
44
True or False: An indented list can be created on any workspace view.
False - It must be in the Document Items List or the Related Items Pane.
True or False: During mass imaging and Tiff-on-the-fly, you can choose which imaging profile to use.
True
True or False: When adding new documents to a workspace, by default all terms appearing in the new document will be highlighted.
False
What are the different options for production numbering?
- Page-level numbering
- Document-level numbering
- Original image numbering
True or False: It is possible to start the export at any record number for a saved search.
True
True or False: Workspace object-level security may be trumped by item-level security.
True - For example, in this workspace, your group is allowed to work with layouts. However, you do not want them to access all layouts, only the one related to issue coding. As such, in an example like this one you should only give them rights to the issue coding layout, but secure all others.
What are two main ways to assign batches to a user?
Administrator controlled and user controlled
What field would you add to a view in order for a Project Manager to manually assign batches?
Assigned To field
To create a static list of documents, the documents must be _____ with a specific _____.
Tagged, Choice
