Relativity Certification Administrator 10.3 (Part IV) Flashcards
Client
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.
Workspace
Data Repository Used To Store, Display, Search, Organize, And Categorize Documents Related To A Specific Matter.
Workspace Objects
Based On The Template Used To Set Up The Workspace
Template
Used To Customize Case Workflow Prior To Document Review. They Contain Predefined Customizable Options That Can Be Used For Future Workspace Creation.
Workspace Name Field Character Limit
50 Characters
Name Field
The Name Used To IDentify The Workspace
Client Field
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.
Matter Field
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.
Template Workspace Field
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.
All Of The Following Non-Document Objects In The Template Copy To The New Workspace:
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
Status Field
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.
SQL Full Text Language Field
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
Workspace Admin Group Field
Determines The Group That Has Workspace Admin Permissions Over This Workspace. Click The … To Select A Workspace Admin Group.
Resource Pool Field
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.
Default File Repository Field
Specifies The Path For The Physical Location Of The Files (Including Document Natives And Images) Associated With The Workspace
Data Grid File Repository Field
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.
Default Cache Location Field
Specifies The Unc Path For The Network Drive Where The Natives, Images, Productions, And Other File Types Used By The Viewer Are Temporarily Stored
Database Location Field
The SQL Server Where Teh Workspace Database Is Stored
Enable Data Grid Field
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.
Data Handler Url Field
Lists The Default Url Referencing The Code Responsible For Making Downloaded Files Available To Users. (This Setting Is Independent Of The Selected Resource Pool.)
Deleting A Workspace
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
Workspace Details Page
Relativity Displays Read-Only Workspace Settings, History Information, Relativity Utilities Console, Production Restrictions, And The Workspace Admin Group Field.
Relativity Utilities Console
Additional Administrative Features Are Available Through This Feature On The Workspace Details Page
Manage Workspace Permissions System Setting
Set Permissions For The Workspace
Manage System Keyboards Shortcuts System Setting
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.
View Another User’s Personal Items System Setting
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.
Viewer Installation Kit Download
Download A Standalone Utility Containing Executable Files Used To Install The Viewer Software
Relativity Desktop Client Download
Downloads An Executable File, Which Is Used To Install The RDC.
Re-Run Event Handlers
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.
Managing System Keyboard Shortcuts
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
System Keyboard Shortcut Keys
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
System Keyboard Shortcut Key Drop Down Menu
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)
Keyboard Legend Icon
Click This To Display A List Of The Keyboard Shortcuts Currently In Use By The System And Browsers
Viewing The Personal Items Of A Workspace User
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
Production Restriction
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.
Adding And Editing Production Restrictions
Create A Saved Search > Click To Edit The Workspace Details Page > Select Your Saved Search In The Production Restrictions
Managing Production Restrictions In Templates
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
Workspace Admin Group
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.
Designating A Workspace Admin Group
- 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
Adding Workspaces To A Client Domain
You Can Add Or Remove Objects From Client Domains If You Have The Client Domains Feature Activated.
How To Add Workspace To A Client Domain
- 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.
Users
Users Are Individuals Who Have Access To The Relativity Environment. You Create Users And Add Them To Groups, Which Are Then Associated With Workspaces.
User Status
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.
Creating And Editing A User
- 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.
User Field - First Name
The User’s First Name. This Field Must Be Between 1 And 50 Characters
User Field - Last Name
The User’s Last Name. This Field Must Be Between 1 And 50 Characters. The System Displays A User As , .
User Field - Email Address
The User’s Email Address. While The System Won’t Validate This Information, You Must Enter It In The Following Format Name@Domain.Extension
User Field - Type
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
User Field - Client
He Client Associated With The User. Click … To Select From Available Clients.
User Field - Relativity Access
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.)
User Field - Disable On Date
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
User Field - Document Skip
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.)
User Field - Trusted Ips
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.
User Field - Change Settings
Users Without Admin Rights Can Change Their Settings Depending On Whether The Drop-Down Menu Is Enable Or Disabled
User Field - Change Document Viewer
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.)
User Field Keyboard Shortcuts
Choose A Default Setting For The Keyboard Shortcuts Icon In The Core Reviewer Interface. This Property Is Set To Enabled By Default
User Settings Field - Item List Page Length
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.
Group Details Page
Group Details Page Displays A List Of Users Added To The Group As Well As Group-Accessible Workspaces. For More Information
Group Information Field - Name
The Group’s Name, Which Is The Only Required Field For Creating A Group. This Field Must Be Between 1 And 50 Characters
Group Information Field - Client
A Required Field That Makes The Group A Child Object Of The Chosen Client
Removing Groups From A Client Domain
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.)
Matter
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.
Creating Or Editing A Matter
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.
Matter Field - Name
Is The Matter’s Name. This Field Must Be Between 1 And 50 Characters.
Matter Field - Matter Number
Is A Unique Number That IDentifies The Matter. Use This Number Internally To Organize Your Matters.
Matter Field - Status
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.
Matter Field - Client
Is The Matter’s Associated Client. Click … To Select From All Available Clients.
Adding Matters From A Client Domain
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.)
Removing A Matter From A Client Domain
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.)
Creating Or Editing A Client
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.
Client Information Field - Name
The Name Of The Client. The Name Must Be Between 1 And 50 Characters.
Client Information Field - Client Number
The Billing Number For The Client. This Value Must Be Between 1 And 50 Characters
Client Information Field - Status
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.
Enabling Client Domains On A Client
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.
Generating A Client Domain Request
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.)
Applying The Activation Key
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.)
Instance Details Tab
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.
Instance Details - License Information
The First Section Displays Your Relativity License’s Version, Expiration Date, And Type. Click View Details To Navigate To The License Tab.
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.
Solution - Go To The Agents Tab, Locate The Telemetry Host Agent, And Enable It.
Alert - The Relativity Web Processing Windows Service Has Been Stopped On The Following Servers {Server Names}. Please Restart.
Solution - Go To The Servers Tab, Select The Appropriate Server Containing The Windows Service, And Click Restart Windows Service.
Alert - The Server {Server Name} Could Not Install The Custom Pages For The Application {Application Name}.
Solution - Try To Re-Install The Application.
Alert - Your Relativity Processing License Has Expired.
Solution - Contact Support To Obtain A New License.
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.
Solution - Contact Support To Obtain A New License.
Alert - Your Relativity Trial License Will Soon Expire. You Have Less Than {#} Days Before Access To Your Relativity Environment Is Disabled.
Solution - Contact Support To Obtain A New License.
Alert - Your Relativity License Has Expired. You Have Less Than {#} Days Before Access To Your Relativity Environment Is Disabled.
Solution - Contact Support To Obtain A New License.
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.
Solution - Contact Support To Obtain A New License.
Alert - The Cache {#}, {#} Is Above Its Upper Threshold.
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.
Alert - One Or More {#} Servers Are Inactive.
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.
Instance Details - Security
This Section Is Where You Can Manage Admin Group Permission Settings And Generate A Group Permissions Report.
Instance Details - Manage Permissions
This Is Located Under Security. Click This To Edit Admin Permission Settings.
Instance Details - Group Permissions Report
This Is Located Under Security. Click This Button To Open The Script - Admin Group Permissions Console.
Instance Details - User Information
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.
Instance Details - Queues
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.
Message Of The Day (Motd)
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.
Branding Queue
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.
Navigating To The Branding Queue
You Can View The Branding Queue From Home. Select The Queue Management Tab, And Then Click Branding Queue.
Changing Priority On The Branding Queue
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.
Branding Queue Field - Workspace
The Workspace That Contains The Production Set Receiving Branding
Branding Queue Field - Production Name
The Production Set Receiving Branding
Branding Queue Field - Artifact ID
The Unique IDentifier For The Production Set
Branding Queue Field - Images Remaining
The Number Of Images That Require Branding
Branding Queue Field - Status
The Current Stage Of The Branding Job
Branding Queue Field - Priority
The Order In Which The Branding Job Is Run. Relativity Completes Branding Jobs By Priority. The Default Value Is 100.
Branding Queue Field - Submitted By
The User Who Initiated The Job. You Can Use This Information To Prioritize Branding Jobs By User.
Worker Manager Queue
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.
OCR Queue
This Queue Is Where You Can Monitor All OCR Jobs Across An Instance Of Relativity
Workspace Upgrade Queue
This Queue Is Where You Can Monitor Many Aspects Of An Upgrade Across An Instance Of Relativity.
Production Queue
This Queue Is Where You Can Monitor All Production Jobs Across An Instance Of Relativity
Workspace System Views
There Are Several Workspace System Views. These Views Display Lists Of Items In Special Locations Throughout The Workspace
Search Results Pane View
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.
History Pop Up View
Controls Which Fields Appear When Clicking Details From The Related Items Pane Document History.
Production Documents View
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.
Casemap Fields View
Controls Which Fields Are Included In Mass-Sends To Casemap
Markup History Details View
Controls Which Fields Appear When You Launch A Document’s History Details From The Related Items Pane.
Default Search View
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.
Linked View
Controls Which Fields Are Shown In The Pop-Up. You Can Then Link To A Document In The Viewer.
Link Pane View
Controls Which Fields Are Shown In The Related Items Pane Showing The Linked Documents.
Batch Set Batches View
Controls Which Fields Are Shown For The List Of Batches Displayed At The Bottom Of The Batch Sets Tab.
Document Batches (Default) View
Controls The Pop-Up For Searching Batches On A View Or An Advanced Or Saved Search.
Advanced Search Browser View
Controls The Fields Displayed In The Advanced Search Browser.
Event Handlers On Object Type View
Controls The Fields Displayed In The Pop-Up For Event Handlers Attached To An Application.
Mattersonclientpage System View
Controls Which Linked Matters’ Fields Appear On The Client Details Page
Usersonclientpage System View
Controls Which Linked Users’ Fields Appear On The Client Details Page
Userviewrenderer System View
Controls Which Users Fields Appear On The Group Details Page
Groupviewrenderer System View
Controls Which Group Fields Appear On The User Details Page
Clientsonpicker
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
Usersonpicker
Controls Which User Fields Appear When Adding A User To A Group. The User Picker Is Available From The Group Details Page
Groupsonpicker
Controls Which Group Fields Appear When Adding Groups For A User. The Group Picker Is Available From The User Details Page
Workspacesonpicker
Controls Which Workspace Fields Appear When Selecting A Template Workspace On The New Workspace Form
Mattersonpicker
Controls Which Matter Fields Appear When Selecting A Matter On The New Workspace Form
Pickers
These Have Special Restricting Functionality Within Relativity. You Can Use Picker Views Criteria To Control Which Items Are Available
New View Information Tab - Object Type
Is The Type Of View You’re Creating
New View Information Tab - Name
The Title Of The View
New View Information Tab - Owner
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.
New View Information Tab - Order
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.
New View Other Tab - Group Definition
Includes Propagated Documents In The View And Groups Those Documents Together Between Blue Lines Within The Document List.
New View Other Tab - Relativity Applications
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.
New View Other Tab - Query Hint
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.
New View Other Tab - Visible In Dropdown
Makes The View Available In The Selected Object Type’s Tab
New View Conditions Tab
In This Tab You Determine Which Items You Want Your View To Return. A Field Condition Can Contain Up To 4,000 Characters.
New View Sort Tab
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.
Three Ways To Edit Views
- 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.
Relativity Objects - Relativity Contains Two Kinds Of Objects
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
System Objects
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
Relativity Dynamic Objects (RDOs)
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.
Installing Applications To The Application Library
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.
Application Installation Status - Pending…
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.
Application Installation Status - Errors
The Install Failed Due To One Or More Errors. Click Errors To Try To Resolve Conflicts Within Relativity.
Application Installation Status - Application Out Of Date. May Not Work Properly.
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.
Application Installation Status - Installation In Progress
The Application Is Currently Installing To The Workspace; You Can No Longer Cancel The Installation.
Application Installation Status - Installed
The Application Installed Successfully. Click The Installed Link To View The Import Status Details.
User Settings Field - Default Selected File Type the default viewer mode
Viewer |Native |Image |Long Text |Production
User Settings Field - Skip Default Preference
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.
User Settings Field - Enforce viewer Compatibility
provides you with the ability to control when users are required to download a new version of the viewer.
User Settings Field - Default Filter Visibility
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.
User Setting Field - Default Saved Search Owner
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
User Setting Field - Native Viewer Chache Ahead
if enabled, pre-loads the next native document in the review queue once the active document is loaded.
User Setting Field - Document Viewer determines which viewer the user can access when reviewing documents.
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.
Viewing user audit records
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.
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.
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.
Sending Email to Users
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.
Forcing Users to log out - Use the following steps to log users out
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.
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
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.)
Groups
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.
System Group - Everyone
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.
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
view, run, preview (locked and unlocked scripts), create/write, edit, link, and import applications.
Creating and editing groups - To create a new group or edit an existing group
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.
Group Information Field - Group Type an uneditable field that displays one of the following categories
System Admin | System Group | Personal | Everyone | Workspace Admin
Group Information Field - Keywords
an optional field where extra group information may be recorded
Group Information Field - Notes
an optional field, in addition to keywords, where extra group information may be recorded
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
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.
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
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.
Instance Details - Alerts
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.
Alert - One or more agents are disabled.
Solution - Go to the Agents tab and identify any agents for which the Enabled value is No. Enable them, if necessary.
Alert - One or more agent servers are not assigned to any active resource pools.
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.
Alert - The {server name} agent server has not been responding for {#}. Solution
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.
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
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.
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
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.
Adding or Editing a Message of the Day - To activate or change the Message of the Day
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.
Queue Management - This is the Parent tab of the following queue sub-tabs
Worker Manager Queue |OCR Queue |Branding Queue |Workspace Upgrade Queue |Production Queue
Views - customizable lists of items in Relativity that effectively are special saved queries which control three things
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.
controls which fields appear in the related items pane for relational field groups. Common examples include
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.
Creating a view
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
5 Tabs in Creating New View
Information |Other |Fields |Conditions |Sort
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
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
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
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.
Linking a dashboard to a view
Create or Edit a view. | Choose a dashboard from the drop-down list. | Click Save
Installing an application from an external file to the Application Library
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.
Pushing an application from a workspace to the Application Library
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.
Pushing an application from the Application Library to a workspace
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.
Installing Applications from the Application Library
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.
What Object Are Linked To A Workspace
Group | Matter | Client | Document | Custom Object
At The Workspace Level You Can Define
Views| Layouts | Fields | Choices
What Is The Purpose Of Views?
Filtering On Items Lists
Categorizing Documents In The Workspace Is Done By…
Layouts | Fields | Choices
Client
The Name Of The Client
Matter
The Case Or Legal Action With The Workspace
Template Workspace
An Existing Workspace Structure Used To Create A New Workspace
Selecting A Smaller Workspace With Less Than A Million Docs As A Template Is Recommended?
True | False
What Additional Admin Features Can Be Performed From The Relativity Utilities Section In The Workspace Admin Details Page
Manage Workspace Permissions| Manage System Keyboard Shortcuts| View Another Users Personal Items| Viewer Installation Kit| Relativity Desktop Client
How Do You Add A Production Restriction?
Create A Saved Search| Edit The Workspace Details Page| Select The Saved Search In The Production Restriction Option
What Can Add/Edit More In The Instance Details Tab?
Message Of The Day?| Monitor All Users In Relativity| License Expiration Date| View Alerts| Queue Statuses| View/Edit Group Admin Security Settings
What Does Alerts Tell You?
Information That Might Require Attention Or Reduce Of Performance Within The Relativity Instances.
If An Agent Is Disabled Where Can You Go To?
Agents Tab | The Agents Link In The Alert Section | Server Name Or Server Link
What Queues Can You See From The Instance Details Tab?
Production Queue | Branding Queue | OCR Queue | Worker Manager Queue
What Does The Branding Queue Displays?
Production Jobs Receiving Branding Of Redactions, Headers, Footers Or Other Modification
Where Can You View The Branding Queue
Queue Management - Branding Queue
What Tabs Are Below Queue Management
Production Queue | Branding Queuen | Worker Manager Queue | OCR Queue | Workspace Upgrade Queue
How Can You Change Priority In The Branding Queue
Change Priority At The Bottom Of The View. Enter A New Integer Value In The Priority Field, And Then Click Update.
Views Are Effectively Special Saved Queries That Control 3 Things
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
4 Types Of Authentication Procedures
IP Adress Range | Integrated Authentication | Sending Email | RSA Configuration
IP Address Range Uses Two Settings As A Combination For Authentication
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.
Relativity.Authentication Windowsauthlprange Is On By Default
True, All Address Are Valid.
How To Set Trusted IP Range?
Users Tab | Select Users Name | Edit | Enter The IP Range In The Trusted IPs Field | Save
You Can Use Wildcards For Setting The Windowsauthlprange? True|False
True
Integrated Authentication Logs In Must Be Configured Explicitly By Using 2 Instance Settings
Usewindowsauthentication | Windowsauthiprange
If Usewindowsauthentication Is False Then…
The Integrated Authentication Cant Be Used. Relativity Ignores The Windowsauthlprange
If Usewindowsauthentication Is Ture And Windowsauthiprange Isn’t Set Then
The Integrated Authentication Will Always Be Used Regardless Of The IP Address.
If Usewindowsauthentication Is True And Windowsauthlprange Is An IP Adress Or A Range Then…
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.
You Need A Smtp Server For Sending Email Authentication Or A Password Reset.
True
Three Field Settings When Setting Up Email Authentication
Authenticatione-Mailfrom | Emailfrom | Forgotpasswordrequestemailfrom
RSA Configuration Needs Some Preliminary Tasks
64 Bit System Of The Webserver | Install Relativity | Set Up The RSA Authentication Manager | Set Up The Authentication Agent
Agent Type
A Category Of Agents
Agents
They Manage Processes In Relativity And Run In The Background To Complete Jobs That You Or Another User Scheduled In You Environment
Alias
A Textual Representation Of An Author
Analytics Categorization Result
An Object That Displays The Results Of An Analytics Categorization Set
Analytics Categorization Set
A Group Of Parameters Used For Gathering Example Documents That Analytics Uses As The Basis For Identifying And Grouping Other Conceptually Similar Documents
To View, Edit, Delete Or Add Analytics Categorization Sets Or Editing Security Requires Access To The … Tab
Analytics Categorization Set
Analytics Category
An Object In Analytics That Defines The Categories Specific To Your Analytics Set
To View, Edit, Delete Or Adding Analytics Categories Requires Access To The … Tab
Analytics Categorization Set
Analytics Example
A Document That Analytics Uses To Run The Analytics Set Against To Set A Baseline
Analytics Index
Search Index Permissions Must Be Kept In Sync With Permissions On The Analytics Index Object.
A User Can Still Have Access To The Index Search Functionality If The Permission Is Set To Only ‘View’ True Or False?
True
Procedures To Install Integration Points
Install From Application Library | Integration Point Agent | Access Integration Points
After Installing Integration Points You Need To Add The
Integration Points Agent & Integration Points Manager
Integration Points Profile
A Profile You Can Use For Future Import Or Export Jobs Through Integration Points
Processing Profile
An Object That Stores The Number, Denist, Extraction And Deduplication Settings That The Processing Engine Refers To When Publishing Documents.
Three Stages Of Processing
Inventory | Discover |Publish
Permission Setting To Delete A Processing Set?
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.
How To Delete A Processing Set?
Select The Processing Set And Click Delete | Optional: Click Dependencies To See The Associated Objects And Their Children That Will Be Deleted | Click Delete
What Authentication Mechanism Includes A Username And A Password?
Password
What Does The Preview Choices And Folders Option In The Relativity Desktop Client (RDC) Check?
The Number Of Folders You Create In The Browser | The Number Of Choices You Create By Importing The Records
You Can Change A Field’s Type After You Create The Field (True|False)?
False
What Image Type(S) Can Be Imported Into Relativity As Images?
Single-Page, Group IV TIFs | Single-Page JPGS
What Stage Of The Processing Workflow Makes Documents Available To Review?
Publish
What Report Can You Use To Identify Any Differences In The Number Of Files Discovered And The Number Of Files Published?
Data Migration
Email Threading View - Fields Tab
i.::Email Threading Display | ii.::Email Thread Group | iii.::Email Threading ID | iv ::inclusive Email | v. ::inclusive Reason
Email Threading View - Conditions Tab
::Email Thread Group : Is Set
Email Threading View - Sort Tab
i.::Email Thread Group | ii.::indentation | iii.::Email Threading ID
Email Threading View - Group Definition (Blue Lines)
Email Thread Group
3 Types Of Widgets
Pivot Charts & Tables | Cluster Visualization |Communication Analysis
Three Types Op Sampling
Fixed Size | Percentage | Statistical
Quick Navigation Permission Is Set From What Permission?
Instance Setting - QuickNavEnabled
Set Up A Checked-Out Documents View
Field = Batch::Assigned To Operator - Logged in User AND Field = Batch::Status Operator - Any Of These Value - In Progress
How To Perform A Conflict Check
3 Searches (Responsive_Wfam | Privilige_Wfam | Combine Search 1 And 2 + Fam)
Punctuation As Stop Words In Keyword Search
Period (.) | Colon (:) | Semicolon (;) | Slash (/,)
Document
A Record Within A Workspace
Document - Upload Image
Group Members Can Use The Image Upload Functionality In The Viewer To Upload A Single Image
Document - Replace Document
Replace A Single Document In The Viewer
Document - Create Pdf
Print And Save As Pdf
Document - Local Access
Users Can Open The File In Native Or Copy Text From The Viewer
Document - Redact Document
Can Place Stamp Or Textbox Redactions
Document - Highlight Doucment
Can Place Highlight In A Document
Document - Add Image
User Can Use The Image-On-The-Fly Functionality
Document - Delete Image
Can Delete Images
Document - New Document
Upload A New Document
Document - Case Dynamics Coding Pane
User Can Use The Case Dynamics Coding Pane
Entitiy
The Custodians Or Entities Who Own Or Facilitate The Data In The Data Sources
It Helps Facilitate The Complementation Of Document Review And Various Other Functions In Relativity By Applying Custom Business Logic To Corresponding User Actions.
Event Handler
Field
Used To Store Document Metadata
Field - Add Field Choice By Link
Manage Link Options On Choice Fields, Allowing Users To Add New Choices To A Field On A Layout
Editing, Deleting, Sorting Or Adding Fields Requires Access To …Tab
Fields
Folder
The Name Of The Container Of Documents In Relativity That Are Arranged In A Hierarchy In The Folder Browser.
Job History Tab In The Integration Point Object
Provides History Info Of Import And Export Jobs Run Through Integration Points
Job History Error
Job History Errors Tab In The Integration Points Object, Which Provides Information Errors That Occurred During Import And Export Jobs Run Through Integration Points.
Imaging Profile
The Name Of The Profile That Controls The Settings Used To Image A Group Of Documents
Editing, Deleting, Or Adding Imaging Sets, Or Editing Security Of Imaging Sets Requires Access To The …Tab
Imaging Sets
Install Event Handler
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.
Inventory Filter
Filter Applied When Inventorying Files To View How Inventories Data Affects Data In Your Processing Set Using The Processing Application.
Integration Point
The Entity That You Create To Configure Data Integrations From Third Party Systems To Relativity Objects Using The Integration Points Application.
Integration Point Profile
The Profile That You Create And Save For Future Use When Running Future Data Import Or Export Jobs Through The Integration Points Application.
Integration Point Type
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.
Layout
The Web-Based Coding Form That Gives Reviewers Access To View And Edit Document Fields And Complete Specific Review Tasks.
Editing, Deleting, Or Adding Layouts, Or Editing Security Of Layouts Requires Access To The …Tab
Layouts
Lists
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.
Editing, Deleting, Or Adding Lists, Or Editing Security Of Lists Requires Access To The …Tab.
Lists
Markup Set
Securable Set Of Redactions.
Editing, Deleting, Or Adding Lists, Or Editing Security Of Markup Sets Requires Access To The …Tab
Markup Sets
Mass Operations
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.
Viewing, Adding, Or Deleting Mass Operations Requires Access To The …. Tab
Object Type
Native Type
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.
Object Rule
A Field That Permits Special Or Additional Functions With User-Configurable Options
Viewing, Adding, Or Deleting Object Rules Requires Access To The …. Tab
- Object Type
Object Type
The Type Of Object Specified When Creating A Relativity Dynamic Object
OCR Language
Determines What Language Is Used To OCR Files Where Text Extraction Isn’t Possible, Such As For Image Files Containing Text.
Viewing, Editing, Deleting, Or Adding OCR Languages, Or Editing Security Of OCR Languages Requires Access To The …Tab
Processing
OCR Profile
A Saved, Reusable Set Of Parameters That You Use When Creating An OCR Set
Viewing, Editing, Deleting, Or Adding OCR Profiles, Or Editing Security Of OCR Profiles Requires Access To The …Tab
OCR Profiles
OCR Set
A Group Of Documents Defined By A Saved Search Or Production To Be OCRed Based On The Settings Defined By The OCR Profile
Viewing, Editing, Deleting, Or Adding OCR Sets, Or Editing Security Of OCR Sets Requires Access To The …Tab
OCR Sets
