Relativity Certification Administrator 10.3 (Part IV)

Question 1

Client

Answer 1

Company, Organization, Or Person Involved In A Legal Dispute. This Is The First Object You Create Because Both Matters And Workspaces Must Be Associated With This When They Are Created.

Question 2

Workspace

Answer 2

Data Repository Used To Store, Display, Search, Organize, And Categorize Documents Related To A Specific Matter.

Question 3

Workspace Objects

Answer 3

Based On The Template Used To Set Up The Workspace

Question 4

Template

Answer 4

Used To Customize Case Workflow Prior To Document Review. They Contain Predefined Customizable Options That Can Be Used For Future Workspace Creation.

Question 5

Workspace Name Field Character Limit

Answer 5

50 Characters

Question 6

Name Field

Answer 6

The Name Used To IDentify The Workspace

Question 7

Client Field

Answer 7

The Name Of This Workspace’s Client Object. Click … To Select A Client. When You Select A Client You Are Making This Workspace A Child Object Of That Client Object. The Select Client Pop-Up Displays A List Of Clients Based On The Conditions Set In The Clientsonpicker View.

Question 8

Matter Field

Answer 8

The Case Or Legal Action Associated With The Workspace. Click … To Select A Matter. The Select Matter Pop-Up Displays A List Of Matters Based On The Conditions Set In The Mattersonpicker View.

Question 9

Template Workspace Field

Answer 9

An Existing Workspace Structure Used To Create The New Workspace. Click … To Select A Template. The Select Workspace Pop-Up Displays A List Of Templates Based On The Conditions Set In The Workspacesonpicker View.

Question 10

All Of The Following Non-Document Objects In The Template Copy To The New Workspace:

Answer 10

Analytics Indexes; Analytics Profiles; Structured Analytics Sets; Choices; Custom Tabs; User Objects; Fields; Filters For Repeated Content And Regular Expressions; Groups (And Permissions); Imaging Profiles; Layouts; Markup Sets; Native Types; OCR Profiles; Persistent Highlight Sets; Pivot Profiles; Production Placeholders; Saved Searches Using Keyword, Stsearch, Or Analytics Indexes; Scripts; Summary Reports; Views

Question 11

Status Field

Answer 11

IDentifies A Workspace As Active Or Inactive. This Field Has No Impact On Workspace Functionality, But It Can Be Added To Views For Filtering Workspaces. Inactive Workspaces Can Be Accessed And Edited.

Question 12

SQL Full Text Language Field

Answer 12

Determines The Correct Word-Break Characters Used In The Full Text Index. Select The Primary Language For Documents Added To The Workspace. The Default Setting Is English. Note That For Multiple Language Workspaces, Microsoft Recommends Setting The Most Complex Prevalent Language As The SQL Full Text Language

Question 13

Workspace Admin Group Field

Answer 13

Determines The Group That Has Workspace Admin Permissions Over This Workspace. Click The … To Select A Workspace Admin Group.

Question 14

Resource Pool Field

Answer 14

A Set Of Servers And File Repositories That You Can Associate With A Workspace. Contact Your System Admin For Information About Available Resource Pools. Your Selected Resource Pool Determines The File Repositories And SQL Servers Available In The Drop-Down Menus.

Question 15

Default File Repository Field

Answer 15

Specifies The Path For The Physical Location Of The Files (Including Document Natives And Images) Associated With The Workspace

Question 16

Data Grid File Repository Field

Answer 16

Specifies The Path For The Physical Location Of The Text Files Used By Data Grid. If No File Repository Is Specified For This Field, And Data Grid Is Enabled, Data Grid Stores Text In The Default File Repository.

Question 17

Default Cache Location Field

Answer 17

Specifies The Unc Path For The Network Drive Where The Natives, Images, Productions, And Other File Types Used By The Viewer Are Temporarily Stored

Question 18

Database Location Field

Answer 18

The SQL Server Where Teh Workspace Database Is Stored

Question 19

Enable Data Grid Field

Answer 19

Determines Whether Or Not The Workspace Can Have Fields That Save To Data Grid. This Field Appears On The Workspace Details Page After You Create Your Workspace.

Question 20

Data Handler Url Field

Answer 20

Lists The Default Url Referencing The Code Responsible For Making Downloaded Files Available To Users. (This Setting Is Independent Of The Selected Resource Pool.)

Question 21

Deleting A Workspace

Answer 21

From The Workspace Details Page, You Can Delete The Current Workspace. Clicking Delete Removes The Workspace From Relativity. After You Click Delete, A Confirmation Message Appears With The Dependencies Button

Question 22

Workspace Details Page

Answer 22

Relativity Displays Read-Only Workspace Settings, History Information, Relativity Utilities Console, Production Restrictions, And The Workspace Admin Group Field.

Question 23

Relativity Utilities Console

Answer 23

Additional Administrative Features Are Available Through This Feature On The Workspace Details Page

Question 24

Manage Workspace Permissions System Setting

Answer 24

Set Permissions For The Workspace

Question 25

Manage System Keyboards Shortcuts System Setting

Answer 25

Displays A Pop-Up For Modifying The Key Combination Used By System Shortcuts. To Use This Button, You Must Have Security Permissions For The Admin Operation Called Modify System Keyboard Shortcuts.

Question 26

View Another User’s Personal Items System Setting

Answer 26

Displays A Pop-Up For Selecting Workspace Users Where You Can View A User’s Personal Items. This Button Is Only Available To System Admins.

Question 27

Viewer Installation Kit Download

Answer 27

Download A Standalone Utility Containing Executable Files Used To Install The Viewer Software

Question 28

Relativity Desktop Client Download

Answer 28

Downloads An Executable File, Which Is Used To Install The RDC.

Question 29

Re-Run Event Handlers

Answer 29

Executes Post Workspace Create Event Handlers That Failed To Complete Properly. The Workspace Details Page Displays This Button And An Error Message At The Top Of The Page Only When Post Workspace Create Event Handlers Have Failed.

Question 30

Managing System Keyboard Shortcuts

Answer 30

You Can Modify The Keyboard Shortcuts For A Workspace. The Shortcuts Are Defined In Relativity For Use In The Core Reviewer Interface. You Must Have The Proper Security Permissions To Edit These. To Do So You Click The Workspace Admin > Workspace Details Tab. Then Click The Button In The Relativity Utilities Console

Question 31

System Keyboard Shortcut Keys

Answer 31

Select Or Deselect One Or More Of The Following Checkboxes Ctrl, Alt, Or Shift. You Must Select Either Or Both Of The Ctrl And Alt Checkboxes Or Relativity Will Display The Error Message

Question 32

System Keyboard Shortcut Key Drop Down Menu

Answer 32

In This You Can Select A Letter, Number, Or Navigation Key. (The Navigation Keys Include End, Home, Space, Return, Down Arrow, Up Arrow, Left Arrow, Right Arrow, Page Down, And Page Up)

Question 33

Keyboard Legend Icon

Answer 33

Click This To Display A List Of The Keyboard Shortcuts Currently In Use By The System And Browsers

Question 34

Viewing The Personal Items Of A Workspace User

Answer 34

You Must Be A System Admin To Preform This Task. Click On The Administration >Workspace Details Tab. Then Click On View Another User’s Personal Items In The Relativity Utilities Console

Question 35

Production Restriction

Answer 35

Using This Option You Can Ensure That Your Production Set Doesn’t Include Privileged Or Other Confidential Documents. You Can Select A Saved Search That Returns Documents That You Want Excluded From The Production Set. When You Run A Production, Relativity Compares These Documents Against Those In The Production And Alerts You To Any Conflicts.

Question 36

Adding And Editing Production Restrictions

Answer 36

Create A Saved Search > Click To Edit The Workspace Details Page > Select Your Saved Search In The Production Restrictions

Question 37

Managing Production Restrictions In Templates

Answer 37

If You Use A Workspace With Production Restriction As A Template, You’ll See A Warning Message That Requires You To Select One Of The Following Options (1. Select A New Production Restriction, Or 2. Continue With No Production Restriction) You Can’t Delete The Saved Search That The Production Restriction Option Uses. You Must First Edit The Production Restriction Option So That It No Longer References The Search

Question 38

Workspace Admin Group

Answer 38

A System Admin Can Assign Any Group In Relativity To Have Full Admin Rights Over A Particular Workspace. A Workspace Admin Has Fullcontrol Over All Objects Within The Workspace, But Members Of The Group Do Not Have The Script Permissions Available Only To System Admins.

Question 39

Designating A Workspace Admin Group

Answer 39

1. Click Edit On The Workspace Details Tab.|2. Click … In The Workspace Admin Group Field. |3. Click The Radio Button Next To The Group You Want To Set As The Workspace Admin Group. |4. Click Ok

Question 40

Adding Workspaces To A Client Domain

Answer 40

You Can Add Or Remove Objects From Client Domains If You Have The Client Domains Feature Activated.

Question 41

How To Add Workspace To A Client Domain

Answer 41

1. Navigate To The Workspaces Details Tab |2. Click Edit |3. Click … Next To The Client Name Field In The Workspace Information Section Of The Workspace Details Tab |4. Select The Client With Client Domains Enabled From The List. |5. A Warning Message Requires You To Confirm You Decision By Clicking Save. |6. Click Save. |7. You Must Select A New Matter, Resource Pool, Default File Repository, And Default Cache Location For The Workspace Once You Move It Into A Client Domain.

Question 42

Users

Answer 42

Users Are Individuals Who Have Access To The Relativity Environment. You Create Users And Add Them To Groups, Which Are Then Associated With Workspaces.

Question 43

User Status

Answer 43

You Can View Information About Users Currently Logged Into Relativity From The User Status Tab, Which Is Available From Within Any Workspace Or From Home.

Question 44

Creating And Editing A User

Answer 44

1. Click Your Name In The Upper Right Corner Of Relativity, And Then Click Home.2. Click The User And Group Management Tab. |3. Click Users. |4. Click New User. To Edit An Existing User, Click Edit Next To The User’s Name. |5. Complete The Fields On The Form. See Fields. |6. Click Save. |7. Add A Login Method Or Methods.

Question 45

User Field - First Name

Answer 45

The User’s First Name. This Field Must Be Between 1 And 50 Characters

Question 46

User Field - Last Name

Answer 46

The User’s Last Name. This Field Must Be Between 1 And 50 Characters. The System Displays A User As , .

Question 47

User Field - Email Address

Answer 47

The User’s Email Address. While The System Won’t Validate This Information, You Must Enter It In The Following Format Name@Domain.Extension

Question 48

User Field - Type

Answer 48

The User Type. The Default Values Are Internal Or External, But You Can Add Any Type Value. Type Is For Reference Purposes Only And Has No Impact On Access Or Billing

Question 49

User Field - Client

Answer 49

He Client Associated With The User. Click … To Select From Available Clients.

Question 50

User Field - Relativity Access

Answer 50

A Drop-Down Menu That Where You Can Control The User’s Access To Relativity. (Enabled - The Default Value. Enabled Users Can To Log In To Relativity And Are Considered For Billing Under Your Relativity License. |Disabled - Users Cannot Access Relativity And Won’t Be Counted Or Billed As Named Users On Your Relativity License. When Relativity Is First Deployed, The System Sets The Relativity Access Field For Existing Users Using The Following Criteria. A System Admin Can Change A User’s Access At Any Time.)

Question 51

User Field - Disable On Date

Answer 51

The Date When The User’s Relativity Access Is Disabled. Use The Field To Auto-Disable Users On A Specific Date In The Future, For Example, When Managing Contact Reviewers. When You Specify The Date, It Can’t Be In The Past

Question 52

User Field - Document Skip

Answer 52

Controls Whether Or Not The User Has The Ability To Skip Documents During Review That No Longer Meet The Original Conditions Of A View Due To Propagation. The Available Options Are (Enabled - Enables The Skip Function. |Disabled - Disables The Skip Function. |Force Enabled - Always Enables The Skip Function So That The User Can’t Turn It Off. This Option Is Only Available For System Admins.)

Question 53

User Field - Trusted Ips

Answer 53

Specifies A List Of Rusted Ip Addresses For A User. Authentication Fails If A User Attempts To Log In To Relativity From An Unauthorized Ip Address.

Question 54

User Field - Change Settings

Answer 54

Users Without Admin Rights Can Change Their Settings Depending On Whether The Drop-Down Menu Is Enable Or Disabled

Question 55

User Field - Change Document Viewer

Answer 55

Users Can Change Document Viewer Modes Depending On Whether The Drop-Down Menu Is Enabled Or Disabled. (Enabled - Users Can Select Which Viewer They Want To Use. You Can Still Set A Default Viewer In The Document Viewer Field, But Users Can Switch Between Viewers. |Disabled - Users Can’t Select Which Viewer They Want To Use. Whatever Viewer Appears In The Document Viewer Field In User Settings Is The Only Viewer The User Has Access To.)

Question 56

User Field Keyboard Shortcuts

Answer 56

Choose A Default Setting For The Keyboard Shortcuts Icon In The Core Reviewer Interface. This Property Is Set To Enabled By Default

Question 57

User Settings Field - Item List Page Length

Answer 57

A Numeric Field Indicating The Default List Length For All Views In Relativity Except For Views That Are Embedded Into Layouts As An Associative Object List. You Can Set It From 1 To 200.

Question 58

Group Details Page

Answer 58

Group Details Page Displays A List Of Users Added To The Group As Well As Group-Accessible Workspaces. For More Information

Question 59

Group Information Field - Name

Answer 59

The Group’s Name, Which Is The Only Required Field For Creating A Group. This Field Must Be Between 1 And 50 Characters

Question 60

Group Information Field - Client

Answer 60

A Required Field That Makes The Group A Child Object Of The Chosen Client

Question 61

Removing Groups From A Client Domain

Answer 61

Use The Following Steps To Remove A Group From A Client Domain (1. Navigate To The User And Group Management Tab. |2. Select The Group You Want To Remove From The Client Domains From The List. |3. Click Edit. |4. Click … Next To The Client Field In Group Information Section. |5. Select A Client Not Associated With A Client Domain From The List. |6. Click Save.)

Question 62

Matter

Answer 62

Used To Define The Different Cases, Disputes Or Advising That A Firm May Be Involved With For A Client. Within Relativity, This Must Be Associated With An Existing Client. It Can Also Be Associated With One Or More Workspaces, But It’s Not Required.

Question 63

Creating Or Editing A Matter

Answer 63

To Create Or Edit A Matter, Perform The Following Steps (1. Select The Matters Tab.|2. Click New Matter To Create A New Matter, Or Click Edit Next To The Matter Whose Information You Want To Edit. The Matter Information Form Displays With Required Fields In Orange. |3. Complete The Fields On The Matter Information Form.

Question 64

Matter Field - Name

Answer 64

Is The Matter’s Name. This Field Must Be Between 1 And 50 Characters.

Question 65

Matter Field - Matter Number

Answer 65

Is A Unique Number That IDentifies The Matter. Use This Number Internally To Organize Your Matters.

Question 66

Matter Field - Status

Answer 66

Is The Matter’s Current Status. The Default Options Are Active Or Inactive, But You Can Click Add To Add Any Value. This Field Is Useful When Organizing And Displaying Lists Of Matters Using Relativity Views.

Question 67

Matter Field - Client

Answer 67

Is The Matter’s Associated Client. Click … To Select From All Available Clients.

Question 68

Adding Matters From A Client Domain

Answer 68

Use The Following Steps To Add A Matter To A Client Domain (1. Navigate To The Matters Tab. |2. Select The Matter You Want To Add To The Client Domain From The List. |3. Click Edit. |4. Click … Next To The Client Field In Matter Information Section. |5. Select The Client With Client Domain Enabled From The List. |6. Click Save.)

Question 69

Removing A Matter From A Client Domain

Answer 69

Use The Following Steps To Remove A Matter From A Client Domain (1. Navigate To The Matters Tab. |2. Select The Matter You Want To Remove From The Client Domain From The List. |3. Click Edit. |4. Click … Next To The Client Field In Matter Information Section. |5. Select A Client Not Associated With A Client Domain From The List. |6. Click Save.)

Question 70

Creating Or Editing A Client

Answer 70

1 .Select The Clients Tab And Then Click New Client To Create A New Client, Or Click Edit Next To The Client Whose Information You Want To Edit. The New Client Form Appears. |2. Complete The Fields On The Form. See Fields. |3. Click Save. You Can Optionally Enable Tenancy On The Client.

Question 71

Client Information Field - Name

Answer 71

The Name Of The Client. The Name Must Be Between 1 And 50 Characters.

Question 72

Client Information Field - Client Number

Answer 72

The Billing Number For The Client. This Value Must Be Between 1 And 50 Characters

Question 73

Client Information Field - Status

Answer 73

The Current Status Of The Client. The Default Options Are Active Or Inactive, But You Can Add Any Status Value. Use The Status Value To Organize And Display Lists Of Clients Using Relativity Views.

Question 74

Enabling Client Domains On A Client

Answer 74

The Following Things Occur Automatically After Client Domains Are Enabled |The System Creates A New Everyone - [Client’s Name] Group And Adds That Group To The Client Domain. Only Users Whose Client Field Is Set To The Client Domain Are Included In The Client Domain Everyone Group. The System Also Removes Those Users From The Default Relativity Everyone Group. A System Admin Can Add Any Users To Any Group Regardless Of Client Domain Status.|The System Creates A Unique Copy Of All Resource Pools Associated With Any Workspaces Under The Client Domain. |The System Creates A Client Domain Admin Group That Permits Its Members To Perform Admin Operations Within The Client Domain. |The Billing Statistics - Case Rollup And Billing Statistics - Users Reports Include Columns Called Client Domain Name And Client Domain Artifact ID. These Columns Display Client Name And Artifact ID When You Enable Client Domains For A Client.

Question 75

Generating A Client Domain Request

Answer 75

To Enable Client Domain On A Client, You First Generate A Client Domain Request Key In Relativity. (1. Create A New Client Or Click The Name Of A Client On The Client Tab. The Details View Of The Client Appears. |2. Click Create Client Domain Request Key And Then The Client Domain Request Key Window Appears. |3. Copy The Client Domain Request Key Text And Paste It Into An Email To Relativity Support. |4. Close The Client Domain Request Key Window.)

Question 76

Applying The Activation Key

Answer 76

After You Receive An Activation Key From Us, You Enable Client Domains By Applying It To The Client. (1. Navigate To The Client Tab. |2. Click The Name Of A Client Associated With The Client Domain Request. |3. Click Submit Client Domain Activation Key And Then The Apply Client Domain Activation Key Window Appears. |4. Copy The Client Domain Activation Key Received In The Email Message That Relativity Client Services Sent. Paste It Into Client Domain Key Field In The Apply Client Domain Activation Key Window. |5. Click Apply. |6. Verify That The Client Domain Status Field In The Client Information Section Displays The Word Client Domain.)

Question 77

Instance Details Tab

Answer 77

Used To View, Edit, And Enable The Message Of The Day (Motd), Monitor All Users Within Relativity, Check Your License Expiration Date, View Alerts And Queue Statuses, And View Or Edit Group Admin Security Settings.

Question 78

Instance Details - License Information

Answer 78

The First Section Displays Your Relativity License’s Version, Expiration Date, And Type. Click View Details To Navigate To The License Tab.

Question 79

Alert - This Offline Instance Of Relativity Requires That Billing Metrics Be Collected. This Has Not Been Done For {#} Days. To Resolve This, Ensure The Telemetry Host Agent Is Running.

Answer 79

Solution - Go To The Agents Tab, Locate The Telemetry Host Agent, And Enable It.

Question 80

Alert - The Relativity Web Processing Windows Service Has Been Stopped On The Following Servers {Server Names}. Please Restart.

Answer 80

Solution - Go To The Servers Tab, Select The Appropriate Server Containing The Windows Service, And Click Restart Windows Service.

Question 81

Alert - The Server {Server Name} Could Not Install The Custom Pages For The Application {Application Name}.

Answer 81

Solution - Try To Re-Install The Application.

Question 82

Alert - Your Relativity Processing License Has Expired.

Answer 82

Solution - Contact Support To Obtain A New License.

Question 83

Alert - Your Relativity Processing License Will Expire In Less Than {#} Days. Users Will Be Unable To Process Data In Relativity After The Expiration Date. Please Contact Support To Obtain A New License.

Answer 83

Solution - Contact Support To Obtain A New License.

Question 84

Alert - Your Relativity Trial License Will Soon Expire. You Have Less Than {#} Days Before Access To Your Relativity Environment Is Disabled.

Answer 84

Solution - Contact Support To Obtain A New License.

Question 85

Alert - Your Relativity License Has Expired. You Have Less Than {#} Days Before Access To Your Relativity Environment Is Disabled.

Answer 85

Solution - Contact Support To Obtain A New License.

Question 86

Alert - Your Relativity License Will Expire In Less Than {#} Days. Users Will Be Unable To Access Relativity After The Expiration Date. Please Contact {Support} To Obtain A New License.

Answer 86

Solution - Contact Support To Obtain A New License.

Question 87

Alert - The Cache {#}, {#} Is Above Its Upper Threshold.

Answer 87

Solution - Go To The Servers Tab, Select The Cache Location Server And Review The Cache Details. Then Go To The Instance Settings Tab, Select The Cachelocationupperthreshold Setting, And Increase The Value.

Question 88

Alert - One Or More {#} Servers Are Inactive.

Answer 88

Solution - Go To The Servers Tab, Locate Any Server That Has A Status Of Inactive, Open It, And Edit The Status Field To Be Active.

Question 89

Instance Details - Security

Answer 89

This Section Is Where You Can Manage Admin Group Permission Settings And Generate A Group Permissions Report.

Question 90

Instance Details - Manage Permissions

Answer 90

This Is Located Under Security. Click This To Edit Admin Permission Settings.

Question 91

Instance Details - Group Permissions Report

Answer 91

This Is Located Under Security. Click This Button To Open The Script - Admin Group Permissions Console.

Question 92

Instance Details - User Information

Answer 92

This Section Displays The Total Number Of Logged In Users, Total Users, And Enabled Users. Enabled Users Are Users Whose Relativity Access Setting Is Set To Enabled. You Can Enable Or Disable Users From The Users Admin Tab.

Question 93

Instance Details - Queues

Answer 93

This Section Displays The Current Status Of Your Production Queue, Branding Queue, OCR Queue, And Imaging Queue So That You Can Easily Determine The Status Of Your Environment’s Current Behavior.

Question 94

Message Of The Day (Motd)

Answer 94

This Is A Message You Create That Appears To All Users When They Log In To Relativity. It Is Most Commonly Used To Inform Users Of Planned System Maintenance, But You Can Create Any Message You Want To Send To Your Users.

Question 95

Branding Queue

Answer 95

This Displays Production Jobs Receiving Branding Of Redactions, Header, Footer, Or Other Modifications. A Production Job Displays In This Queue Only While It Has A Status Of Branding. The Production Job Remains In The Production Queue Until All Branding Is Complete.

Question 96

Navigating To The Branding Queue

Answer 96

You Can View The Branding Queue From Home. Select The Queue Management Tab, And Then Click Branding Queue.

Question 97

Changing Priority On The Branding Queue

Answer 97

To Change The Priority Of A Job, Click The Change Priority Button At The Bottom Of The View. Enter A New Integer Value In The Priority Field, And Then Click Update. The Lower Numbered Jobs Run First And The Higher Numbered Jobs Run Last.

Question 98

Branding Queue Field - Workspace

Answer 98

The Workspace That Contains The Production Set Receiving Branding

Question 99

Branding Queue Field - Production Name

Answer 99

The Production Set Receiving Branding

Question 100

Branding Queue Field - Artifact ID

Answer 100

The Unique IDentifier For The Production Set

Question 101

Branding Queue Field - Images Remaining

Answer 101

The Number Of Images That Require Branding

Question 102

Branding Queue Field - Status

Answer 102

The Current Stage Of The Branding Job

Question 103

Branding Queue Field - Priority

Answer 103

The Order In Which The Branding Job Is Run. Relativity Completes Branding Jobs By Priority. The Default Value Is 100.

Question 104

Branding Queue Field - Submitted By

Answer 104

The User Who Initiated The Job. You Can Use This Information To Prioritize Branding Jobs By User.

Question 105

Worker Manager Queue

Answer 105

This Queue Is Where You Can Monitor All Processing Jobs And Imaging Jobs And Monitor The Jobs Of The Worker Manager Server Which Handles All Imaging, Conversion, And Processing Jobs.

Question 106

OCR Queue

Answer 106

This Queue Is Where You Can Monitor All OCR Jobs Across An Instance Of Relativity

Question 107

Workspace Upgrade Queue

Answer 107

This Queue Is Where You Can Monitor Many Aspects Of An Upgrade Across An Instance Of Relativity.

Question 108

Production Queue

Answer 108

This Queue Is Where You Can Monitor All Production Jobs Across An Instance Of Relativity

Question 109

Workspace System Views

Answer 109

There Are Several Workspace System Views. These Views Display Lists Of Items In Special Locations Throughout The Workspace

Question 110

Search Results Pane View

Answer 110

Controls Which Fields Are Visible In The Related Items Pane When You Right-Click In The Viewer To Run A Relativity Analytics Search For Similar Documents.

Question 111

History Pop Up View

Answer 111

Controls Which Fields Appear When Clicking Details From The Related Items Pane Document History.

Question 112

Production Documents View

Answer 112

Controls Which Fields Display For Documents Included On A Production Details Page. Include The Fields You Use To Qualify A Document For Production In The Production Documents View. You Can Then Filter The List For Disqualifying Field Values, Providing A Final Qc Step In The Production Process.

Question 113

Casemap Fields View

Answer 113

Controls Which Fields Are Included In Mass-Sends To Casemap

Question 114

Markup History Details View

Answer 114

Controls Which Fields Appear When You Launch A Document’s History Details From The Related Items Pane.

Question 115

Default Search View

Answer 115

Controls Which Fields Are Returned, By Default, On An Advanced Or Saved Search. You Can Always Include Additional Fields From The Advanced Or Saved Search Field Selector. This View Also Controls The Sort Order Of These Fields As Well.

Question 116

Linked View

Answer 116

Controls Which Fields Are Shown In The Pop-Up. You Can Then Link To A Document In The Viewer.

Question 117

Link Pane View

Answer 117

Controls Which Fields Are Shown In The Related Items Pane Showing The Linked Documents.

Question 118

Batch Set Batches View

Answer 118

Controls Which Fields Are Shown For The List Of Batches Displayed At The Bottom Of The Batch Sets Tab.

Question 119

Document Batches (Default) View

Answer 119

Controls The Pop-Up For Searching Batches On A View Or An Advanced Or Saved Search.

Question 120

Advanced Search Browser View

Answer 120

Controls The Fields Displayed In The Advanced Search Browser.

Question 121

Event Handlers On Object Type View

Answer 121

Controls The Fields Displayed In The Pop-Up For Event Handlers Attached To An Application.

Question 122

Mattersonclientpage System View

Answer 122

Controls Which Linked Matters’ Fields Appear On The Client Details Page

Question 123

Usersonclientpage System View

Answer 123

Controls Which Linked Users’ Fields Appear On The Client Details Page

Question 124

Userviewrenderer System View

Answer 124

Controls Which Users Fields Appear On The Group Details Page

Question 125

Groupviewrenderer System View

Answer 125

Controls Which Group Fields Appear On The User Details Page

Question 126

Clientsonpicker

Answer 126

Controls Which Client Fields Appear When Selecting A Client On The Picker. The Client Picker Is Available From The New Matter Or New User Form

Question 127

Usersonpicker

Answer 127

Controls Which User Fields Appear When Adding A User To A Group. The User Picker Is Available From The Group Details Page

Question 128

Groupsonpicker

Answer 128

Controls Which Group Fields Appear When Adding Groups For A User. The Group Picker Is Available From The User Details Page

Question 129

Workspacesonpicker

Answer 129

Controls Which Workspace Fields Appear When Selecting A Template Workspace On The New Workspace Form

Question 130

Mattersonpicker

Answer 130

Controls Which Matter Fields Appear When Selecting A Matter On The New Workspace Form

Question 131

Pickers

Answer 131

These Have Special Restricting Functionality Within Relativity. You Can Use Picker Views Criteria To Control Which Items Are Available

Question 132

New View Information Tab - Object Type

Answer 132

Is The Type Of View You’re Creating

Question 133

New View Information Tab - Name

Answer 133

The Title Of The View

Question 134

New View Information Tab - Owner

Answer 134

Sets The User(S) Who Can See The View. If The Owner Is Set To Public, All Users With Rights To The View Are Able To See It. If The Owner Is Set To A Specific Reviewer, The View Is Visible To Only That Reviewer. Clicking Me Assigns The View To The Logged In User.

Question 135

New View Information Tab - Order

Answer 135

Sets Where The View Appears Within The View Drop-Down List. Items That Share The Same Value Are Sorted In Alphanumeric Order. Order Can Be Any Integer (Positive Or Negative). No Decimals Are Allowed. The Default Order Is 9999.

Question 136

New View Other Tab - Group Definition

Answer 136

Includes Propagated Documents In The View And Groups Those Documents Together Between Blue Lines Within The Document List.

Question 137

New View Other Tab - Relativity Applications

Answer 137

Associate This View With An Application Created In The Applications Tab. Click To Select An Existing Application. This Is Only Available For Those Who Have The Manage Relativity Applications Permission Under Admin Operations.

Question 138

New View Other Tab - Query Hint

Answer 138

Sed To Optimize Views. Only Use The Query Hint If Instructed By The Relativity Client Services Team. Currently, You Can Use Hashjoin:(True/False) Or Maxdop:(X) To Populate The Field.

Question 139

New View Other Tab - Visible In Dropdown

Answer 139

Makes The View Available In The Selected Object Type’s Tab

Question 140

New View Conditions Tab

Answer 140

In This Tab You Determine Which Items You Want Your View To Return. A Field Condition Can Contain Up To 4,000 Characters.

Question 141

New View Sort Tab

Answer 141

In This Tab You Define The Default Sort Order Of The View. If You Don’t Select A Sort Criterion, The View Sorts By Artifact ID.

Question 142

Three Ways To Edit Views

Answer 142

• In The Views Tab In A Workspace, Click Edit Next To The Desired View In The Item List And Move Through The Steps For Creating A View. - For All Relativity Dynamic Objects (RDO), And Most System Objects, You Can Click On The View Drop-Down To Display The List Of Views. Next, Click The Edit Pencil Next To The View You Wish To Edit, And Then Move Through The Steps For Creating A View. - Open The View That You Want To Change, Click Edit In The View Bar, And Then Move Through The Four-Step Wizard As Demonstrated Below.

Question 143

Relativity Objects - Relativity Contains Two Kinds Of Objects

Answer 143

System Objects And Relativity Dynamic Objects (RDOs). Both Kinds, Collectively Called Objects, Are The Building Blocks Of Relativity Applications. Objects Connect Together, Whether Implicitly Resulting From A Workflow, Or Explicitly By You Defining The Connections

Question 144

System Objects

Answer 144

System Objects Are Objects That Come With Relativity Applications By Default. They Are Predefined Objects That Either Load During Installation Or Relativity Automatically Creates During A Process. They Include Items Such As Workspaces, Documents, Fields, And OCR Sets. However, Relativity Sets Their Capabilities And You Cannot Change The Design Of Them. For Example, A System Object May Limit The Number Of Fields That Attach To It, Or Prohibit Adding Event Handlers And Object Rules

Question 145

Relativity Dynamic Objects (RDOs)

Answer 145

RDOs Are Objects You Define. You Can Set Their Capabilities, Manage Data Links To Other Objects, And Incorporate Additional Features Including Attaching Event Handlers And Object Rules. You Can Create RDOs From Home As Well As From A Workspace.

Question 146

Installing Applications To The Application Library

Answer 146

You Can Add Applications Across Multiple Workspaces By Installing Them To The Application Library. You Can Do This By Installing Applications As External Files Or Pushing Them From A Single Workspace.

Question 147

Application Installation Status - Pending…

Answer 147

Relativity Flags The Workspace For Installation, But Isn’t Installing. To Cancel The Installation, Select The Check Box Next To The Workspace Name, And Then Click Cancel.

Question 148

Application Installation Status - Errors

Answer 148

The Install Failed Due To One Or More Errors. Click Errors To Try To Resolve Conflicts Within Relativity.

Question 149

Application Installation Status - Application Out Of Date. May Not Work Properly.

Answer 149

The Version Of The Application That’s Installed To This Workspace Is Lower Than What’s Installed To The Application Library. Select The Workspace’s Check Box, And Then Click Install To Upgrade The Application In The Workspace.

Question 150

Application Installation Status - Installation In Progress

Answer 150

The Application Is Currently Installing To The Workspace; You Can No Longer Cancel The Installation.

Question 151

Application Installation Status - Installed

Answer 151

The Application Installed Successfully. Click The Installed Link To View The Import Status Details.

Question 152

User Settings Field - Default Selected File Type the default viewer mode

Answer 152

Viewer |Native |Image |Long Text |Production

Question 153

User Settings Field - Skip Default Preference

Answer 153

Skip - advances a user to the next document in the queue that matches the defined view conditions when the user clicks Save and Next. |Normal - document review operates normally, displaying all documents in the queue.

Question 154

User Settings Field - Enforce viewer Compatibility

Answer 154

provides you with the ability to control when users are required to download a new version of the viewer.

Question 155

User Settings Field - Default Filter Visibility

Answer 155

determines whether or not filters on all columns are visible by default for that user. For Relativity 9.6.50.31 and above, the out of the box setting for this field is Visible, but you can modify it as necessary. Upgrading to this version sets the Default Filter Visibility field to Visible for existing users whose filters are hidden.

Question 156

User Setting Field - Default Saved Search Owner

Answer 156

determines whether saved searches are public or private by default. If set to Public, the search is public and all users with rights to it can see it. If set to Logged in User, the search is private and only the logged in user is able to see it. The property’s default value is configurable on a system level

Question 157

User Setting Field - Native Viewer Chache Ahead

Answer 157

if enabled, pre-loads the next native document in the review queue once the active document is loaded.

Question 158

User Setting Field - Document Viewer determines which viewer the user can access when reviewing documents.

Answer 158

Default - only available in Internet Explorer. This option pulls the from the UseLegacyViewer instance setting to determine which viewer the user can access. |HTML - uses the HTML viewer to review documents. |ActiveX - uses the ActiveX viewer to review documents.

Question 159

Viewing user audit records

Answer 159

Use the View Audit function to view a user’s audited actions. To access the audit records, select the Users tab and click the name of a user. Then click View Audit.

Question 160

Sending Messages to Users - From Home or within a workspace, you can send web page messages to one or more users with the mass send message feature. Use the following steps to send a message.

Answer 160

Open the User Status tab in from within a workspace or from Home. |Select the checkbox next to the names of the users you want to send a message to. |Select Send Message from the drop-down menu at the bottom of the page. |Click Go. The Webpage Dialog appears. |Enter your message in the Message field, and then click Send Messsage. The selected users receive a web page message immediately.

Question 161

Sending Email to Users

Answer 161

You can also send an email message to a single recipient by clicking the email address link. Your native email application opens, and you can enter the text of your message. You’re identified as the sender of the email message based on your login information.

Question 162

Forcing Users to log out - Use the following steps to log users out

Answer 162

Click your name in the upper right corner of Relativity, and click Home.|Open the User Status tab. |Select the checkbox next to the names of users you want to log out. |Select Force Log Out from the drop-down menu at the bottom of the page, and then click Go. |Click OK on the confirmation message. Relativity immediately logs out the users you selected.

Question 163

Auto-disable Users - Beginning in September 2017, you can auto-disable users on a specific date in the future. You can set the Disable On Date when creating or editing an individual user. You can also use a mass-operation to set the Disable On Date for multiple users

Answer 163

Navigate to the Users tab. |Select the checkbox next to the names of users. |Select Enable from the mass operations drop-down menu at the bottom of the page. The Enable Users dialog opens. |Select the checkbox next to the Disable On Date field. | Enter or select the value for the Disable On Date field. The date-time value must be in the future. |Click Ok. The Disable On Date is set for the selected users, and they will be automatically logged out on the specified date and time.)

Question 164

Groups

Answer 164

With groups you can organize users in Relativity. A user can be a member of one or more groups. You can grant groups permission to view admin tabs from Home. You can also add groups to workspaces and set permissions per group on a workspace-by-workspace basis.

Question 165

System Group - Everyone

Answer 165

All users are members of the Everyone group. System admins can manage the permissions all users have on system level views and scripts. You are unable to revoke certain permissions for the Everyone group.

Question 166

System Group - System Administrators - Relativity system admins have rights to see every item in a Relativity environment. System admins have full access to all admin tabs. System admins can then create and edit new clients, matters, users, groups and views, among other capabilities. System admins also have the following script and applications-related permissions

Answer 166

view, run, preview (locked and unlocked scripts), create/write, edit, link, and import applications.

Question 167

Creating and editing groups - To create a new group or edit an existing group

Answer 167

Click your name in the upper right corner of Relativity, and then click Home. |Click the User and Group Management tab. |Click New Group. To edit group information, click the Edit link next to an existing group name. |Add or edit the fields on the group details page. |See Fields for details. Click Save to save the group information.

Question 168

Group Information Field - Group Type an uneditable field that displays one of the following categories

Answer 168

System Admin | System Group | Personal | Everyone | Workspace Admin

Question 169

Group Information Field - Keywords

Answer 169

an optional field where extra group information may be recorded

Question 170

Group Information Field - Notes

Answer 170

an optional field, in addition to keywords, where extra group information may be recorded

Question 171

Adding users to groups - You can add and/or remove users from groups from either the group details page or the user details page. The procedure is the same for both. To add or remove users

Answer 171

Click your name in the upper right corner of Relativity, and click Home. |Click the User and Group Management tab. You can complete the following steps from either the Users or Groups tabs (From the Users tab, click the name of a user and scroll down to the Groups section on the form. |From the Groups tab, click the name of a group and scroll down to the Users section on the form.)|To add a user to the group, click Add in the Users or Groups section depending on the tab. |Choose an item on the selection dialog, and click OK. |Click Close on the message indicating that you have submitted a job. |To remove a user from a group, click Remove. Click OK on the confirmation message, and then click Close.

Question 172

Adding groups to a client domain - You can add or remove objects from client domains if you activate the client domains feature. Use the following steps to add a group to a client domain

Answer 172

Navigate to the User and Group Management tab. |Select the group you want to add to the client domain from the list. |Click Edit. |Click … next to the Client field in Group Information section. |Select the client with client domains enabled from the list. |A warning message requires you to confirm your decision by clicking Save. |Click Save.

Question 173

Instance Details - Alerts

Answer 173

This section displays information about anything that might require attention or reduce performance for your instance of Relativity. You can also click on the server name or the servers link to navigate to the Servers tab if you have one or more unresponsive servers in your environment.

Question 174

Alert - One or more agents are disabled.

Answer 174

Solution - Go to the Agents tab and identify any agents for which the Enabled value is No. Enable them, if necessary.

Question 175

Alert - One or more agent servers are not assigned to any active resource pools.

Answer 175

Solution - Navigate to the Resource Pools tab, select the resource pool associated with the workspace, click Add on the Agent and Worker Servers category and add the appropriate agent server to the resource pool.

Question 176

Alert - The {server name} agent server has not been responding for {#}. Solution

Answer 176

Go to the Errors tab, filter for the name of the agent server in the Error Source field, and review any messages associated with it. Or go the event viewer on the agent server and review recent messages.

Question 177

Alert - The Case Statistics Manager agent has been disabled for more than {#} hours. You have less than {#} days to enable the agent before Relativity access will be disabled. Solution

Answer 177

Go to the Agents tab, locate the Case Statistics Manager agent, and enable it. Note that the alert should be gone the next morning after the process has been allowed to complete during off hours.

Question 178

Alert - Telemetry metrics have not been transmitted for more than {#} hours. You have less than {#} days to correct the issue before Relativity access is disabled. Solution - Can be any of the following

Answer 178

Review Relativity logs. Look for error related to Metrics Transmission Agent. In most cases, the error message and the exception stack trace can point you to the cause of the failure. You can also use the Errors tab in Relativity. |Verify that port 8195 on the telemetry agent server is open to inbound Relativity traffic (Relativity versions before 9.5.196.102). |Verify that your network firewall rules allow outbound HTTPS traffic from the Telemetry Transmission agent server to update.kcura.com. |Verify that Relativity services are running properly on the Telemetry agent server and that metrics are being logged. |Verify that your network firewall rules allow outbound internet traffic from the telemetry agent server to the Relativity billing server. |After you identified and corrected the problem, the telemetry agent will be automatically rerun and Relativity access will be restored. Note that the Metrics Transmission Agent must be set to Active and the Relativity Agent Manager service must be running.

Question 179

Adding or Editing a Message of the Day - To activate or change the Message of the Day

Answer 179

Click the user drop-down menu in the upper right corner of Relativity, and then click Home. |Click the Instance Details tab. |Click Edit to add or edit the text of the message. |Enter or edit your message. |Select the Show Message of the Day checkbox to activate the MotD. |Select the Allow Users to Hide MotD checkbox to allow users to hide the MotD. |Click Save.

Question 180

Queue Management - This is the Parent tab of the following queue sub-tabs

Answer 180

Worker Manager Queue |OCR Queue |Branding Queue |Workspace Upgrade Queue |Production Queue

Question 181

Views - customizable lists of items in Relativity that effectively are special saved queries which control three things

Answer 181

The items displayed on the list, based on a set of criteria. |The fields of information displayed for the returned items. |The sort order of the returned items.

Question 182

controls which fields appear in the related items pane for relational field groups. Common examples include

Answer 182

Family documents - controls which fields appear in the related items pane when viewing family groups. |Duplicate documents - controls which fields appear in the related items pane when viewing duplicate groups.

Question 183

Creating a view

Answer 183

Navigate to the Views tab. |Click on the views drop-down to display the list of views. |Click + New View. |The View pop-up appears. Complete the fields on the pop-up. The fields for creating a new view are separated into five tabs. |Click Save

Question 184

5 Tabs in Creating New View

Answer 184

Information |Other |Fields |Conditions |Sort

Question 185

New View Fields Tab - All potentially available fields appear in the left box, Available items. Move any fields you want in your view to the right box, Selected items. You can move fields between boxes by

Answer 185

Double-clicking the field name. |Using the arrows between the boxes. |Holding Shift and click or drag to select a range of items, which you can then move using the arrows

Question 186

Editing a view - When you edit a view from within the view itself, Relativity guides you through the four-step wizard. Complete the fields on the form and click Next after you complete each step. See the following sections to learn about each steps fields

Answer 186

Step 1 Basic Information |Step 2 Fields |Step 3 Conditions |Step 4 Sort |Make sure to click Save when you are finished making your changes.

Question 187

Linking a dashboard to a view

Answer 187

Create or Edit a view. | Choose a dashboard from the drop-down list. | Click Save

Question 188

Installing an application from an external file to the Application Library

Answer 188

Click the Application Library tab. |Click Upload Application. |Click Choose file to select an application file. |Click Open , and then click Save to upload the file to the Application Library. The application appears on the list page. |Click Install in the Workspaces Installed section to install the application on workspaces. |Click … in the Workspaces field to display the Select Workspaces dialog. |Select the workspaces where you want to install the application, and then click Ok. |(Optional) Click Clear to remove a workspace from the list. |Click Save to install the application to the selected workspaces. These workspaces now contain the application. Relativity lists the workspaces in the Workspaces Installed section on the detail view of the application. |Review the installation status of the application in a specific workspace.

Question 189

Pushing an application from a workspace to the Application Library

Answer 189

Navigate to a workspace where the application you want to add to the Application Library is installed. |Click the Relativity Applications tab. |Click the name of the application to display its detail view. |Click Push To Library in the Relativity Application console.

Question 190

Pushing an application from the Application Library to a workspace

Answer 190

Navigate to the Application Library. |Open the application you wish to install on at least one workspace. |Click Install on the Workspaces associated list view. |Click … on the Workspaces field. |Selected the one or more workspaces to which you want to install the application and click Ok. |Verify that the workspace(s) you selected show next to the Workspaces field the application layout and click Save. |Verify that the workspace(s) show up in the associated list view below with an initial status of Pending installation.

Question 191

Installing Applications from the Application Library

Answer 191

Navigate to a workspace where you want to install the application. |Click the Application Admin tab. |Click New Relativity Application to display an application form.|Click the Select from Application Library radio button in the Application Type section.|Click … in the Choose from Application Library field. |Select the application that you want to add to your workspace on the Select Library Application dialog. This dialog displays only applications added to the Application Library. |Click Ok to display the application in the Choose from Application Library field. The application form also displays the following fields (Version - displays the version of the application that you are installing.|User-friendly URL - displays a user-friendly version of the application’s URL. This field may be blank.|Application Artifacts - displays object types and other application components.)|(Optional) Click Clear to remove the application from the form. |Map fields if necessary to prevent installation errors. If your application doesn’t contain any fields corresponding to those currently in the workspace, the following message displays. Otherwise, the Map Fields section displays a mapping grid. For more information, see Mapping fields. |Click Import to save your mappings and import the application. Relativity installs the application into the workspace. |Review the import status of the application. Verify that the install was successful or resolve errors.

Question 192

What Object Are Linked To A Workspace

Answer 192

Group | Matter | Client | Document | Custom Object

Question 193

At The Workspace Level You Can Define

Answer 193

Views| Layouts | Fields | Choices

Question 194

What Is The Purpose Of Views?

Answer 194

Filtering On Items Lists

Question 195

Categorizing Documents In The Workspace Is Done By…

Answer 195

Layouts | Fields | Choices

Question 196

Client

Answer 196

The Name Of The Client

Question 197

Matter

Answer 197

The Case Or Legal Action With The Workspace

Question 198

Template Workspace

Answer 198

An Existing Workspace Structure Used To Create A New Workspace

Question 199

Selecting A Smaller Workspace With Less Than A Million Docs As A Template Is Recommended?

Answer 199

True | False

Question 200

What Additional Admin Features Can Be Performed From The Relativity Utilities Section In The Workspace Admin Details Page

Answer 200

Manage Workspace Permissions| Manage System Keyboard Shortcuts| View Another Users Personal Items| Viewer Installation Kit| Relativity Desktop Client

Question 201

How Do You Add A Production Restriction?

Answer 201

Create A Saved Search| Edit The Workspace Details Page| Select The Saved Search In The Production Restriction Option

Question 202

What Can Add/Edit More In The Instance Details Tab?

Answer 202

Message Of The Day?| Monitor All Users In Relativity| License Expiration Date| View Alerts| Queue Statuses| View/Edit Group Admin Security Settings

Question 203

What Does Alerts Tell You?

Answer 203

Information That Might Require Attention Or Reduce Of Performance Within The Relativity Instances.

Question 204

If An Agent Is Disabled Where Can You Go To?

Answer 204

Agents Tab | The Agents Link In The Alert Section | Server Name Or Server Link

Question 205

What Queues Can You See From The Instance Details Tab?

Answer 205

Production Queue | Branding Queue | OCR Queue | Worker Manager Queue

Question 206

What Does The Branding Queue Displays?

Answer 206

Production Jobs Receiving Branding Of Redactions, Headers, Footers Or Other Modification

Question 207

Where Can You View The Branding Queue

Answer 207

Queue Management - Branding Queue

Question 208

What Tabs Are Below Queue Management

Answer 208

Production Queue | Branding Queuen | Worker Manager Queue | OCR Queue | Workspace Upgrade Queue

Question 209

How Can You Change Priority In The Branding Queue

Answer 209

Change Priority At The Bottom Of The View. Enter A New Integer Value In The Priority Field, And Then Click Update.

Question 210

Views Are Effectively Special Saved Queries That Control 3 Things

Answer 210

Items Displayed On The List, Based On A Set Of Criteria | The Fields Of Information Displayed For The Returned Items | The Sort Order Of The Returned Items

Question 211

4 Types Of Authentication Procedures

Answer 211

IP Adress Range | Integrated Authentication | Sending Email | RSA Configuration

Question 212

IP Address Range Uses Two Settings As A Combination For Authentication

Answer 212

Relativity.Authentication Windows Authlprange For Defining The Valid Range For The Relativity Instance | A Valid Address For Each User. This Can Be A Individual Address, A Range Or A Combination.

Question 213

Relativity.Authentication Windowsauthlprange Is On By Default

Answer 213

True, All Address Are Valid.

Question 214

How To Set Trusted IP Range?

Answer 214

Users Tab | Select Users Name | Edit | Enter The IP Range In The Trusted IPs Field | Save

Question 215

You Can Use Wildcards For Setting The Windowsauthlprange? True|False

Answer 215

True

Question 216

Integrated Authentication Logs In Must Be Configured Explicitly By Using 2 Instance Settings

Answer 216

Usewindowsauthentication | Windowsauthiprange

Question 217

If Usewindowsauthentication Is False Then…

Answer 217

The Integrated Authentication Cant Be Used. Relativity Ignores The Windowsauthlprange

Question 218

If Usewindowsauthentication Is Ture And Windowsauthiprange Isn’t Set Then

Answer 218

The Integrated Authentication Will Always Be Used Regardless Of The IP Address.

Question 219

If Usewindowsauthentication Is True And Windowsauthlprange Is An IP Adress Or A Range Then…

Answer 219

The Integrated Authentication Is Used When The Computer’s IP Address Falls Within The Windowsauthlprange Value. If The IP Address Falls Outside The Windows Authlprange The Log Screen Displays Other Login Methods.

Question 220

You Need A Smtp Server For Sending Email Authentication Or A Password Reset.

Answer 220

True

Question 221

Three Field Settings When Setting Up Email Authentication

Answer 221

Authenticatione-Mailfrom | Emailfrom | Forgotpasswordrequestemailfrom

Question 222

RSA Configuration Needs Some Preliminary Tasks

Answer 222

64 Bit System Of The Webserver | Install Relativity | Set Up The RSA Authentication Manager | Set Up The Authentication Agent

Question 223

Agent Type

Answer 223

A Category Of Agents

Question 224

Agents

Answer 224

They Manage Processes In Relativity And Run In The Background To Complete Jobs That You Or Another User Scheduled In You Environment

Question 225

Alias

Answer 225

A Textual Representation Of An Author

Question 226

Analytics Categorization Result

Answer 226

An Object That Displays The Results Of An Analytics Categorization Set

Question 227

Analytics Categorization Set

Answer 227

A Group Of Parameters Used For Gathering Example Documents That Analytics Uses As The Basis For Identifying And Grouping Other Conceptually Similar Documents

Question 228

To View, Edit, Delete Or Add Analytics Categorization Sets Or Editing Security Requires Access To The … Tab

Answer 228

Analytics Categorization Set

Question 229

Analytics Category

Answer 229

An Object In Analytics That Defines The Categories Specific To Your Analytics Set

Question 230

To View, Edit, Delete Or Adding Analytics Categories Requires Access To The … Tab

Answer 230

Analytics Categorization Set

Question 231

Analytics Example

Answer 231

A Document That Analytics Uses To Run The Analytics Set Against To Set A Baseline

Question 232

Analytics Index

Answer 232

Search Index Permissions Must Be Kept In Sync With Permissions On The Analytics Index Object.

Question 233

A User Can Still Have Access To The Index Search Functionality If The Permission Is Set To Only ‘View’ True Or False?

Answer 233

True

Question 234

Procedures To Install Integration Points

Answer 234

Install From Application Library | Integration Point Agent | Access Integration Points

Question 235

After Installing Integration Points You Need To Add The

Answer 235

Integration Points Agent & Integration Points Manager

Question 236

Integration Points Profile

Answer 236

A Profile You Can Use For Future Import Or Export Jobs Through Integration Points

Question 237

Processing Profile

Answer 237

An Object That Stores The Number, Denist, Extraction And Deduplication Settings That The Processing Engine Refers To When Publishing Documents.

Question 238

Three Stages Of Processing

Answer 238

Inventory | Discover |Publish

Question 239

Permission Setting To Delete A Processing Set?

Answer 239

Tab Visibility - Processing Application | Other Settings - Delete Object Dependencies | Object Security - Edit Permissions For Field & Add Field Choice By Link, Delete Permissions For OCR Language, Delete Permissions For Processing Data Source, Processing Error, Processing Field And Processing Set.

Question 240

How To Delete A Processing Set?

Answer 240

Select The Processing Set And Click Delete | Optional: Click Dependencies To See The Associated Objects And Their Children That Will Be Deleted | Click Delete

Question 241

What Authentication Mechanism Includes A Username And A Password?

Answer 241

Password

Question 242

What Does The Preview Choices And Folders Option In The Relativity Desktop Client (RDC) Check?

Answer 242

The Number Of Folders You Create In The Browser | The Number Of Choices You Create By Importing The Records

Question 243

You Can Change A Field’s Type After You Create The Field (True|False)?

Answer 243

False

Question 244

What Image Type(S) Can Be Imported Into Relativity As Images?

Answer 244

Single-Page, Group IV TIFs | Single-Page JPGS

Question 245

What Stage Of The Processing Workflow Makes Documents Available To Review?

Answer 245

Publish

Question 246

What Report Can You Use To Identify Any Differences In The Number Of Files Discovered And The Number Of Files Published?

Answer 246

Data Migration

Question 247

Email Threading View - Fields Tab

Answer 247

i.::Email Threading Display | ii.::Email Thread Group | iii.::Email Threading ID | iv ::inclusive Email | v. ::inclusive Reason

Question 248

Email Threading View - Conditions Tab

Answer 248

::Email Thread Group : Is Set

Question 249

Email Threading View - Sort Tab

Answer 249

i.::Email Thread Group | ii.::indentation | iii.::Email Threading ID

Question 250

Email Threading View - Group Definition (Blue Lines)

Answer 250

Email Thread Group

Question 251

3 Types Of Widgets

Answer 251

Pivot Charts & Tables | Cluster Visualization |Communication Analysis

Question 252

Three Types Op Sampling

Answer 252

Fixed Size | Percentage | Statistical

Question 253

Quick Navigation Permission Is Set From What Permission?

Answer 253

Instance Setting - QuickNavEnabled

Question 254

Set Up A Checked-Out Documents View

Answer 254

Field = Batch::Assigned To Operator - Logged in User AND Field = Batch::Status Operator - Any Of These Value - In Progress

Question 255

How To Perform A Conflict Check

Answer 255

3 Searches (Responsive_Wfam | Privilige_Wfam | Combine Search 1 And 2 + Fam)

Question 256

Punctuation As Stop Words In Keyword Search

Answer 256

Period (.) | Colon (:) | Semicolon (;) | Slash (/,)

Question 257

Document

Answer 257

A Record Within A Workspace

Question 258

Document - Upload Image

Answer 258

Group Members Can Use The Image Upload Functionality In The Viewer To Upload A Single Image

Question 259

Document - Replace Document

Answer 259

Replace A Single Document In The Viewer

Question 260

Document - Create Pdf

Answer 260

Print And Save As Pdf

Question 261

Document - Local Access

Answer 261

Users Can Open The File In Native Or Copy Text From The Viewer

Question 262

Document - Redact Document

Answer 262

Can Place Stamp Or Textbox Redactions

Question 263

Document - Highlight Doucment

Answer 263

Can Place Highlight In A Document

Question 264

Document - Add Image

Answer 264

User Can Use The Image-On-The-Fly Functionality

Question 265

Document - Delete Image

Answer 265

Can Delete Images

Question 266

Document - New Document

Answer 266

Upload A New Document

Question 267

Document - Case Dynamics Coding Pane

Answer 267

User Can Use The Case Dynamics Coding Pane

Question 268

Entitiy

Answer 268

The Custodians Or Entities Who Own Or Facilitate The Data In The Data Sources

Question 269

It Helps Facilitate The Complementation Of Document Review And Various Other Functions In Relativity By Applying Custom Business Logic To Corresponding User Actions.

Answer 269

Event Handler

Question 270

Field

Answer 270

Used To Store Document Metadata

Question 271

Field - Add Field Choice By Link

Answer 271

Manage Link Options On Choice Fields, Allowing Users To Add New Choices To A Field On A Layout

Question 272

Editing, Deleting, Sorting Or Adding Fields Requires Access To …Tab

Answer 272

Fields

Question 273

Folder

Answer 273

The Name Of The Container Of Documents In Relativity That Are Arranged In A Hierarchy In The Folder Browser.

Question 274

Job History Tab In The Integration Point Object

Answer 274

Provides History Info Of Import And Export Jobs Run Through Integration Points

Question 275

Job History Error

Answer 275

Job History Errors Tab In The Integration Points Object, Which Provides Information Errors That Occurred During Import And Export Jobs Run Through Integration Points.

Question 276

Imaging Profile

Answer 276

The Name Of The Profile That Controls The Settings Used To Image A Group Of Documents

Question 277

Editing, Deleting, Or Adding Imaging Sets, Or Editing Security Of Imaging Sets Requires Access To The …Tab

Answer 277

Imaging Sets

Question 278

Install Event Handler

Answer 278

The Name Of The Pre Or Post Install Event Handler, Which Is An Assembly That Runs When You Install Them To Configure Your Relativity Environment To Support Your Applications.

Question 279

Inventory Filter

Answer 279

Filter Applied When Inventorying Files To View How Inventories Data Affects Data In Your Processing Set Using The Processing Application.

Question 280

Integration Point

Answer 280

The Entity That You Create To Configure Data Integrations From Third Party Systems To Relativity Objects Using The Integration Points Application.

Question 281

Integration Point Profile

Answer 281

The Profile That You Create And Save For Future Use When Running Future Data Import Or Export Jobs Through The Integration Points Application.

Question 282

Integration Point Type

Answer 282

The Integration Point Type (Import Or Export) That You Specify When You Create An Integration Point To Configure Data Integrations From Third Party Systems To Relativity Objects Using The Integration Points Application.

Question 283

Layout

Answer 283

The Web-Based Coding Form That Gives Reviewers Access To View And Edit Document Fields And Complete Specific Review Tasks.

Question 284

Editing, Deleting, Or Adding Layouts, Or Editing Security Of Layouts Requires Access To The …Tab

Answer 284

Layouts

Question 285

Lists

Answer 285

An Option For Saving A Group Of Items Without Having To Specify The Types Of Conditions Required For A Saved Search, Which Means They Remain Constant Unless Someone Replaces Them With An Existing List.

Question 286

Editing, Deleting, Or Adding Lists, Or Editing Security Of Lists Requires Access To The …Tab.

Answer 286

Lists

Question 287

Markup Set

Answer 287

Securable Set Of Redactions.

Question 288

Editing, Deleting, Or Adding Lists, Or Editing Security Of Markup Sets Requires Access To The …Tab

Answer 288

Markup Sets

Question 289

Mass Operations

Answer 289

Single Actions Performed On Multiple Documents Or Objects At The Same Time, Such As Mass Edit, Move Delete, Produce, Replace, Image, Print Image, Send To Casemap Export File, Cluster, And Process Transcripts.

Question 290

Viewing, Adding, Or Deleting Mass Operations Requires Access To The …. Tab

Answer 290

Object Type

Question 291

Native Type

Answer 291

Relativity-Supported File Type That An Admin Can Import And Image; Native Type Pertains To The Native Types Tab And List, Which An Admin References When Selecting File Types To Restrict From Imaging.

Question 292

Object Rule

Answer 292

A Field That Permits Special Or Additional Functions With User-Configurable Options

Question 293

Viewing, Adding, Or Deleting Object Rules Requires Access To The …. Tab

Answer 293

• Object Type

Question 294

Object Type

Answer 294

The Type Of Object Specified When Creating A Relativity Dynamic Object

Question 295

OCR Language

Answer 295

Determines What Language Is Used To OCR Files Where Text Extraction Isn’t Possible, Such As For Image Files Containing Text.

Question 296

Viewing, Editing, Deleting, Or Adding OCR Languages, Or Editing Security Of OCR Languages Requires Access To The …Tab

Answer 296

Processing

Question 297

OCR Profile

Answer 297

A Saved, Reusable Set Of Parameters That You Use When Creating An OCR Set

Question 298

Viewing, Editing, Deleting, Or Adding OCR Profiles, Or Editing Security Of OCR Profiles Requires Access To The …Tab

Answer 298

OCR Profiles

Question 299

OCR Set

Answer 299

A Group Of Documents Defined By A Saved Search Or Production To Be OCRed Based On The Settings Defined By The OCR Profile

Question 300

Viewing, Editing, Deleting, Or Adding OCR Sets, Or Editing Security Of OCR Sets Requires Access To The …Tab

Answer 300

OCR Sets