Relativity Certification Administrator 10.3 (Part VI) Flashcards
True|False - A Client’s Status (Internal Or External) Affects His Ability To Access Relativity.
False - This Status Is Used Only For Reference Purposes (Such As Which Items Appear On Client Lists Elsewhere In The Application)
Matters Can Be Associated With How Many Clients?
One Only
True | False - A Matter Can Be Associated With Only One Workspace.
False; A Matter May Have Multiple Associated Workspaces, Which Can Be Added And Edited In Admin Mode
When Organizing Your Relativity Environment, You Should Establish A Consistent Structure And Naming Convention - Why?
To Make Billing Easier
A Matter’s Status Can Be Used To Determine What?
Which Matters Appear On Drop-Down Lists Elsewhere In The Application
Optional Fields For Keywords And Notes Are Provided For Matters - Why Would You Use These?
Extra Information Can Be Recorded Here, And You Can Use These Fields When Filtering Or Searching On Your Matter List.
You Can Associate A User Directly To A Client, But How Do You Associate A User With A Workspace?
You Create A Group, Add The User To The Group, And Add The Group To The Workspace In Workspace Mode - You Set Group Permissions On A Workspace-By-Workspace Basis
The Level Of Permissions A Group Has To A Workspace Is Defined Where?
- Within The Workspace; Permissions Can Vary From Workspace To Workspace
When Creating A New User, Enabled Or Disabled Relativity Access Controls What?
Whether The User Is Activated And Allowed To Log In To Relativity; Disabled Users Cannot Log In To The System
The User Type Does Not Control Access To Relativity; Which Property Does?
Relativity Access - Enabled Or Disabled
Advanced Search Public By Default Property Does What?
Sets Your Saved Searches To Public By Default (You Can Go In On A Search-By-Search Basis And Change This To Private)
Where Can You Set The Default Value (The Option That Is Pre-Populated When You Are Creating A New User) For The Advanced Search Public By Default Option?
This Is Configurable On A System Level - Relativity Configuration Table
Relativity Passwords Must Contain What?
At Least 8 Characters; 1 Uppercase Letter; 1 Lowercase Letter; 1 Number, And 1 Symbol
What Does The Native Viewer Cache Ahead User Property Control?
In Native Mode, After The Active Document Finishes Loading, The Next Native Document In The Review Queue Will Be Loaded Into Memory Cache - This Can Affect System Performance If This Is Turned On And Many Large Documents Exist In The Review Set.
Where Can Users Be Added To Groups?
On The User Details Form (Available When Clicking A User To Edit) Or On The Groups Tab
In Addition To Editing, The User Details Form Serves What Functions?
Viewing, Adding, Or Removing A User’s Group Memberships
How Are Users Referenced In User Tables And Audit Fields?
By Last Name, Then First Name
Can Two Users In Relativity Have The Same First And Last Name?
Yes; So To Differentiate, You Should Include A Character Such As A Middle Initial
Can Two Users In Relativity Have The Same E-Mail Address?
No
How Can You Limit Where A User Can Login From (Such As From The Work Server Only)
Use The Trusted IPs Address Filter
If You Configure A Certain Number Of Incorrect Login Attempts Before A User Is Locked Out, How Can The User Access Their Account?
Their Password Must Be Reset
What Function Does The Authentication Data Field Serve?
Links A Relativity User With A Ms Windows Active Directory User Or An Rsa Two-Factor Authentication User. You Can Also Bind Relativity With A Secure Client-Side Certificate.
Deos The User Type Field Control Any System Views Or Permissions?
No; It’s For Reference Or Billing Purposes Only.
What Information Should Go In The Keyword And/Or Notes Fields?
Optional Info Can Include Contact Information, Title, Etc.
What Does The Relativity Access Property Control?
Grants Users Access And Counts Them As A Named Relativity User Towards A License. If Access Is Disabled, Users Cannot Log Into Relativity.
If A User Is Inactive For The Entire Month, Is The Account Still Counted Toward That Month’s Billing?
No
Are Users Able To Share Logins?
No
What Button Can You Use To Speed The Process When Adding Multiple Users?
Save And Next
For Each Workspace, Where Are User Permissions Set?
Permissions Are Set Directly On The Groups That Are Associated With The Workspace.
True | False - A User Can Only Be Assigned To One Group At A Time.
False; Users Can Be Assigned To Many Different Groups.
True | False - Adding A User To A Group Is A Workspace-Level Task.
False; Adding A User To A Group Is An Environment-Wide Task.
What Two Different Ways Can You Add Users To Groups?
On The Group Details Page, Click The Add Button, Or On The User Details Page, Click The Add Button.
How Do You Remove A User From A Group?
Select The Group (Or The User) And Click Remove Instead Of Add.
Where Can You View The Workspaces A Group Is Associated With?
On The Group Details Page Under The Workspaces Heading
Are Newly Created Groups Automatically Associated With Any Workspaces?-
No
True | False - Security In Relativity Is Group-Based.
True
True | False - A Group Can Only Be Assigned To One Workspace.
False
True | False - The Permissions Granted In One Workspace Carry Over To A Group’s Other Workspaces.
False - Group Permissions Are Set On A Workspace-By-Workspace Basis. So Even If A Group Can Print In One Workspace, They Might Not Be Able To In Another Workspace.
What Additional Information Can You Store In The Keywords Or Notes Section For A Group?
The Group’s Main Role In The Environment, Main Contact, Etc.
True | False - If Multiple Groups With The Same User Are Assigned To One Workspace, The Lowest Level Permissions On An Object Are Applied.
False; If A User Is Part Of Two Groups Assigned To The Same Workspace, The Higher Level Permissions Prevail.
Default System Group - Everyone
All Users Are Members Of This Group; Only Available In Admin Mode; Within The Admin Section You Can Manage The Permissions Users Have On System-Level Views And Scripts
Default System Group - System Administrators
Users With Rights To See Every Item Within A Relativity Environment. Administrators Have Access To Admin Mode.
Default System Group - Relativity Script Administrators
A Singular Group That Has Permissions To Preview, Edit, And Create Scripts.
Before A User Can Belong To The Relativity Script Administrators Group, They Must Be…
Granted Relativity Administrator Permissions, Then Added As A Relativity Script Administrator
True | False - Relativity Administrators Are Automatically Members Of The Relativity Script Administrators Group.
False
What Script Permissions Does A Standard User Have?
View (With View Rights), Run (With View Rights) And Link (With Add Rights)
What Script Permissions Does A System Administrator Have?
View, Run, And Link
What Script Permissions Does A Script Administrator Have?
View, Run, Preview (Locked Or Unlocked Script), Edit (Unlocked Script Only), And Link
Can A Script Administrator Edit A Locked Script?
No; A Locked Script Cannot Be Edited By Any User. To Edit A Locked Script, You Must Copy The Script And Make A New Instance.
True | False - In Relativity, Matters Can Have Multiple Workspaces And Workspaces Can Use Multiple Groups For Security.
True
True | False - A Workspace Must Be Created Before You Can Import Data.
True
How Are Additional Tabs Created When You First Create A Workspace?
They Are Created Based On The Template You Have Assigned To Your Workspace.
True | False - The New Workspace Button Is Only Available To System Administrators.
True
Why Should You Consider Keeping All Documents As A Single Relativity Workspace?
Because Rights To Folders Can Be Granted Or Denied Within The Workspace Itself; Keeping All Docs In One Workspace Prevents The Need To Maintain Several Separate Databases For Documents (Including Productions), Expert Witness Testimony, Etc.
When Selecting A Template Workspace, Which 11 Items Are Copied To The New Workspace?
Groups (And Permissions Complete To Item Level) | Summary Reports | Markup Sets | Fields | Choices | Layouts | Views | Custom Tabs | Scripts | Custom Objects | Saved Searches (Only From The Keyword Index - Excludes Any Saved Search | Referencing A dtSearch Or Analytics Search Index)
Because Groups And Permissions Are Added To A Workspace Based On The Template, The Group From The Template Database Will Have Access To The New Workspace Upon Creation. If You Don’t Want This, What Should You Do?
Create Generic Groups Without Users When Using Templates To Create New Workspaces.
The SQL Full Text Index Language Choice Determines What?
The Language That SQL Will Use To Optimize Its Index.
True | False - Each Language Has Its Own Rules For Stemming And Word-Breaking, And SQL Can Account For Those Differences.
True
True | False - SQL Full Text Index Language Determines Which Characters Will Be Indexed
False; SQL Indexes All Characters In All Languages. Your Selection Is The Language That SQL Uses To Optimize Its Index.
If You Are Using Multiple Languages, Which Should You Select For The SQL Full Text Index Language?
The One With The Most Complex Stemming And Word-Breaking Rules (For Instance, If Your Workspace Includes Primarily Chinese, But Some English Documents, Select Chinese)
What Does The Resource Pool Field Determine?
The Server For Certain Processes Associated With The Case; These Groups Are Set Up In The Admin Mode
True | False - You Must Have Administrative Rights On The Client Machine To Perform An RDC Installation.
True
Where Do You Download The RDC From?
The Workspace Detail Tab - Click One Of The Download Relativity Desktop Client Buttons (32- Or 64-Bit)
Where Do You Manage System Keyboard Shortcuts?
The Workspace Detail Tab - Click The Manage System Keyboard Shortcuts Button
True | False - When Installing Relativity Client-Side Software, Installation Rights Are Required On Your Client Machine.
True
The Installation Of The RDC Includes What Two Required Prerequisites?
Microsoft .Net Framework 4.0 | Microsoft C++ 2005 Redistributable
Before Importing Your Data, You Must Create What Objects To Store The Metadata Information?
Fields
What Is The Conversation Field Used For?
Fixed-Length Text (500) - Creates The Subject Line Of The E-Mail With All The RE And FW Text Removed
What Is The Conversation Id Field Used For?
Long Text - Unique Id Created By Outlook To Identify E-Mails
What Is The Custodian Field Used For?
Single Choice - Original Owner Of The Data
What Is The Date Created Field Used For?
Date - Date Of Item Creation
What Is The Date Last Modified Field Used For?
Date - Date Of Last Edit
What Is The Date Received Field Used For?
Date - Date The E-Mail Was Received
What Is The Date Sent Field Used For?
Date - Date The E-Mail Was Sent
What Is The Document Extension Field Used For?
Fixed Length (4) The Windows Extension Of The File
What Is The Email Bcc Field Used For?
Long Text - Blind Copy Recipients
What Is The Email Cc Field Used For?
Long Text - Copy Recipients
What Is The Email From Field Used For?
Fixed Length (255) - Author Of E-Mail
What Is The Email Subject Field Used For?
Fixed Length (255) - E-Mail Subject Line
What Is The Email To Field Used For?
Long Text - Email Recipient
What Is The File Name Field Used For?
Fixed Length (255) - Name Of The File
What Is The File Size Field Used For?
Decimal - Number Indicating The Byte Size Of The File
What Is The File Path Field Used For?
Fixed Length (255) - Location To The File
What Is The Folder Path Field Used For?
Fixed Length (255) - Path To The File Location
What Is The Number Of Attachments Field Used For?
Whole Number - Number Indicating Attachments
What Is The Parent Document Id Field Used For?
Fixed Length (50) - Document Beg Doc Id For Attachment Documents
What Is The Subject Field Used For?
Long Text - Document Subject
What Is The Title Field Used For?
Long Text - Title Of Document In System
True | False - Although Other Field Information Can Be Edited, A Field’s Type Is Static.
True; Once A Field Type Is Established, It Cannot Be Changed
True | False - The Allow HTML Field Can Be Used To Configure Relativity To Throw A Text Alert Of Your Choice.
True
When The HTML Field Containing The Alert Is Displayed In A View Or Layout, What Happens?
The HTML Is Executed And An Alert Appears With The Text That You Configured.
What Is Relativity Compare?
A System Field That Compares The Extracted Text Of Two Specified Documents, Allowing You To Understand The Key Differences.
When Is Relativity Compare Useful?
When Working With Groups Of Near Duplicates Or Conceptually Similar Documents; This Field Can Be Included In Any View And Will Display The Relativity Compare Icon
True | False - When Creating Fields To Load Data Into A New Workspace, You Should Make Each Field A Long Text Field For Ease Of Setup.
False; This Will Negatively Impact System Performance.
How Are Dates Displayed In Relativity?
Based On The User’s Workstation Configuration
True | False - Keyword Searching Is Security Aware.
True
True | False - You Should Be Sure To Only Import Unicode Data Into Fields Set To Accept It.
True
Fields Can Be Switched From Use Unicode Encoding From =No To =Yes, But The Switch Must Be Done When?
Before You Load The Unicode Data Into Relativity.
What Will The Result Be Of Importing Unicode Data Into A Field That Is Not Set Up To Accept It
A Garbled ASCII Text Display
The Sum Of A Workspace’s Fixed Length Text Fields Should Not Exceed?
8060 Bytes
How Can You Check Your Field Usage?
Go To The Object Type Tab, Select The Document Object, And Check Field Usage.
Can You Change A Field Type Once You Have Created It?
No
What Is The Workaround For Switching A Fixed-Length Text Field To A Long Text Field?
Run A Mass Replace To Copy All Information From The Old Field - Be Sure To Replace The Old Field With The New In All Seraches, Views, And Layouts.
True | False - You Should Set All Fields To Available In Field Tree = Yes.
False - You Should Not Allow Viewers To See Fields They Will Not Use.
What Are The Two Caveats That Come With Yes|No Fields?
Yes|No Fields That Are Displayed As Checkboxes Can Be Difficult To Search For Because Checkboxes Only Display As Checked Or Unchecked, But A Yes|No Field Has A Third Value (Yes, No, Or Null) | Yes|No Field Displayed As A Drop-Down Can Make Searching Easier
Is Relativity Able To Ingest Raw, Unprocessed Data?
No; Relativity Requires A Load File With Links To The Native Files Or Images.
Often, The Web Service URL Will Be The Same As The Relativity Browser Address But Ending In What?
Relativitywebapi (For Example, If You Are In Rcatrain-Ing.Kcura.Com, The Web Service URL Will Be Rcatraining.Kcura.Com/Relativitywebapi)
True | False - The Text Filter Has A Wildcard On Both Ends By Default.
True
To Troubleshoot The RDC, What Option Should You Use?
The ‘Check Connectivity’ Option Located Under The Options Menu
Issues Often Arise With The RDC When Using The Incorrect…
Path Or Http:// Vs. Https:// In The Address.
The Two Steps To Importing Files Into The Database (And Ensuring That Document Data Is Mapped And Stored Correctly) Are:
- Configure The Load File 2. Match The Workspace Fields To The Load File Fields
Why Should You Always Create A Sublevel Folder For Loading A Document Load File?
When Importing Data, Errors Or Mistakes Can Occur. Creating A Sublevel Folder Allows You To Delete A Group Of Items If It Gets Incorrectly Loaded.
The List Of Folders Is Always In Alphanumeric Order. If You Want To Push Folders To The Top Of The List, What Can You Add?
Symbols - Adding Z Will Move The Folder To The Bottom Of The List.
If The File Column Headers Content Displays As A Single Line Instead Of A List Format, This Indicates What?
The Delimiters Are Incorrectly Configured. (When Correctly Configured, All Fields Will Align Vertically In A List.)
What Is The Column Delimiter Setting For The Load File?
(Pipe) ASCII - 124
What Is The Quote Setting For The Load File?
^ (Insert) ASCII - 094
What Is The Newline Setting For The Load File?
Hard Return ASCII - 013
After Making Load File Changes, The Text Appears In A Numbered List. What Do The Numbers Represent?
The Original Column Position Of The Field Within The File, With (1) Being The Left-Most Colum, And The Higher Numbers Being The Columns To The Right.
What Does The Field Map Tab Do?
Tells Relativity What To Do With The Configured Load File; Info Listed Under The File Column Headers On This Tab Is Displayed In The File Columns Box.
True | False - When Loading A Load File, Not All Fields Will Have Data Loaded Into Them And Not All Fields Provided Will Even Be Loaded Into The Database.
True
True | False - Field Names In The Load File And In The Database Must Be The Same.
False; As Long As They Are Paired Up In The Middle Columns In The Correct Order, The Field Name Does Not Matter. (Though Make Sure The Field Type Matches The Data Type To Be Loaded)
What Should You Choose For The Folder Info Heading On The RDC Load File Process?
Select The Folder Information Column Check Box And Choose ‘Folder Path’ From The Drop-Down.
Where Is The Folder Structure For The Import File Determined?
From The ‘Folder Path’ Option Selected In The Folder Information Column Drop-Down.
What Should You Choose For The Native File Behavior Heading On The RDC Load File Process?
Select The Load Native Files Check Box And Choose File_Path From The Drop-Down.
When Previewing The Load File, If The Extracted Text Appears As A Path Instead Of Text, This Means What?
This Indicates That The Extracted Text Is In A Separate File And This Location Will Match Up To The Path Of The File. Click The Cell Contains File Location Check Box And Set The Encoding To Western European (Windows).
What Does The Force Folder Preview Option Do?
Warns You About The Number Of Folders Being Created With The Load File In The Workspace. This Eliminates Accidental Creation Of Extra Folders By Selecting An Incorrect Field.
Imports And Exports Are Audited And Logged In Which Tab?
History - This Audit Includes The Logging Of Load File Settings And Transfer Rate.
When You Use An Existing .Kwe File To Load An Identically Formatted Load File Into Your Workspace, What Happens If Fields Are Not Created Or Named The Same?
They Are Left Out Of The Setup For The New Load.
Doing A Mass ‘Move’ Operation From One Folder To Another Does Not Bring The Folder Along With It - Which Operation Does?
A Drag-And-Drop That Pulls One Folder Into Another.
When You Import A New Load File, If All The Newly Imported Metadata Fields Do Not Display, What Is The Cause?
The View Or Layout That You Are In Does Not Have Those Fields Marked For Display.
How Do You Install The Relativity Viewer?
Click A Link To A Document And The Download Should Begin Automatically.
Most Viewer Issues Can Be Resolved By Performing One Of Three Tasks
Manually Uninstalling And Reinstalling The Relativity Web Client (Viewer) | Adding Relativity As A Trusted Site | Clearing The Internet Explorer Cache
True | False - Relativity Allows Native Files To Be Loaded From A File Path Field.
True. This Field Can Either Be An Absolute Path Or A Relative Path To The Native Files.
What Does The Folder Path Section Of The Load File Indicate?
The Folder Location Of The Original File
What Does The File Path Section Of The Load File Indicate?
The Original Location Of The File, Including The File Name
If You Select The Field That Contains The Folder Path And The File Name In The Folder Information Column Drop-Down List, What Occurs?
Relativity Will Create A Folder For Every Single File
Which Of The Following Is Not An Admin Mode Tab? Users, Resource Pools, Choices, Imaging Sets
Imaging Sets
True | False - Production Restrictions Can Be Used To Check Any Coding Conflicts Before Running The Production.
True
True | False - Persistent Highlighting Is Limited To 1000 Terms.
False
True | False - To View Users’ Personal Items, You Must Be In Admin Mode.
False
If The Criterion For A View Is ‘Control Number Is Not Set’ What Is The Expected Result?
A List Of All Documents Without A Control Number | A Blank List With No Documents | A List Of All Documents With A Control Number: A Blank List With No Documents
When Setting User Permissions, The Following Are Admin Operations
Assign Batches | View User Status | Use Pivot/Chart | Summary Reports: Assign Batches | View User Status | Use Pivot/Chart
True | False - In Order To Import An Application, A User Must Be A Script Admin.
True
Relativity Uses Different Object Types To Store A Document’s Metadata (Like E-Mail Subject) And Its Coding (Responsiveness)
False
An Application Is Made Up Of The Following Objects
Search Indexes | Fields | Views | Layouts | Scripts: …
True | False - All System Administrators Can Run A Relativity Script
True
If You Host Your Own Relativity Environment, You Can Do What To Improve The Speed Of Loading Files?
Copy Your Native Or Text Files Directly To Your Server, Then Import The Paths To Where Those Files Reside
Relativity Only Accepts What Type Of Images Loaded As An Opticon File?
Single-Page Group Iv Tifs Or Single-Page JPG Images. Multi-Page Tifs Or Pdfs Can Be Loaded, But Only As Native Files.
What Does A Tally Operation Do?
Outlines The Values Of A Field And The Count For Each; This Data Can Be Exported To An External File
True | False - When Previewing The Load File, The First 1,000 Documents Are Displayed.
True
True | False - When The System Checks For Errors, Only The First 1,000 Items Are Covered.
False; The Entire Load File Is Covered; However, Only The First 1,000 Items Are Displayed.
True | False - Relativity Will Import A Document That Contains Errors.
False - The RDC Will Separate Any Documents Containing Errors Into A Document-Level Load File.
True | False - Mass Operations Are Securable To Prevent Unauthorized Use.
True
True | False - Group By Is The Vertical Axis Of The Pivot Report.
True; Group By Is The Field You Wish To Create The List Of Items To Summarize On.
True | False - Pivot On Is The Vertical Axis Of The Pivot Report.
False; Pivot On Is The Field That Allows You To Break Down The Totals For Each Group By Row By Adding Columns.
Fields Must Have What Settings Enabled To Appear In The Pivot Drop-Downs?
Group By And/Or Pivot On
Why Should You Use Fields That Do Not Have Many Unique Values?
This Makes It Easier For The Pivot To Run And Produce Valuable Data.
When You Apply Filters To A Pivot, Where Does The Filtering Take Place?
In The List Frame, Not The Grid Or The Chart Frames.
True | False - The Export To File Option In Pivot Exports In Csv Format.
False; This Option Exports In HTML Format To Avoid Issues With Csv Delimiters In Excel.
True | False - Choices May Be Added Directly From A Layout.
True
True | False - Choices Can Be Deleted Even If They Have Been Referenced In A Document Or Search.
False
The MD5 Hash Field Is Used To Identify…
The Duplicates Group. This Field Generates A 32-Digit Number For Each File Using The Characteristics Of The File; Therefore, Duplicate Files Will Have The Same Number And Be Identified Easily.
A Related Item Is…
A Field Which Will Have A Number Repeat To Group The Documents Related Together.
The Icon You Select For Relational Fields Should Be…
A PNG File That Is Not Larger Than 16X16 Pixels
True | False - Relational Fields Are Visible To All Users Unless They Are Secured.
True
If You Secure The Workspace And Remove All Fields From A Group, Can Users Still Add Documents To Their View By Selecting A Related Items Group?
Yes - You Must Secure All Related Items Fields To Remove The Ability To Add Documents To A View.
What Is Propagation Used For?
Automatically Forces A Coding Value To A Specified Group Of Related Items. Saves Lots Of Time When Coding Related Documents In A Large Case.
Why Should Layouts Be Created For Specific Tasks?
This Will Give Users Access To Only The Fields They Need To Complete Their Respective Tasks, Keeping The Layout Clean And Uncluttered.
When Creating A New Layout, The System Automatically Creates A ‘Default Category’ Which Contains What Field?
Document Identifier
What Is The Role Of Categories In A Layout?
They Act As Separators, Splitting A Layout Into Sections.
True | False - Even If You Have Turned On Allow Copy From Previous On The Field, You Must Enable It From The Layout Tools Pane.
True
What Are The Two Main Places Where A User Will Be Able To See And Edit Their Workspace Fields?
Views And Layouts
True | False - If Users Will Be Performing Multiple Tasks, You Should Include Them On The Same Layout.
False; Each Task Should Have Its Own Layout.
True | False - Layouts Are Securable In Relativity.
True
How Is Default Layout Determined?
The Layout With The Lowest Order Number A User Has Access To Will Be Their Default Layout.
When Should Multiple Columns Be Used In A Layout?
If Users Are Viewing A Layout With A Multi-Monitor Setup.
How Many Times Can A Field Be Added To A Layout?
Only Once.
True | False - Multiple Choice Fields Can Be Displayed As Check-Boxes Or As A Separate Pop-Up Window, Depending On Your Preference.
True
The Skip Function Enables What During Document Review?
When Clicking Save & Next, Any Docs After The Current Document That Do Not Already Meet The View Criteria Are Skipped Until A Document That Does Meet The Criteria Is Found.
Where Can You Set Keyboard Shortcuts For Choices?
On The Choices Tab Under The Keyboard Shortcuts Section
Where Do Custom Keyboard Shortcuts Appear In The Legend?
They Are Appended To The End Of The Legend.
What Do Summary Reports Provide?
An Aggregate Tally Of Field Values.
How Are Summary Reports Generated?
They Are Based On An Grouping Criterion (The Vertical Axis) And The Fields To Be Tallied (The Horizontal Axis). [Such As A List Of Responsive/Non-Responsive Documents Grouped By Custodian)
Views Are Essentially Saved Queries That Control… (Three Things)
Items Displayed In Lists (Based On A Set Of Criteria) | Fields Of Information Related To Displayed Items | The Default Sort Order Of The Items
True | False - Creating A View For A User Group Completely Restricts Them To Only The Documents In That View.
False; Related Fields Will Still Bring In Family Items And Duplicates
View
A List Of Documents (Or Other Objects) That Appears Because You Specify A New Type Of View That Only Displays The Documents (Or Other Objects) That Meet Certain Criteria (For Example, A View That Includes Only Documents That Have Not Yet Been Coded Or Documents That Have Been Coded As ‘Not Sure’ - This Could Go To A Second-Level Review Team Who Has More Experience To Code As Responsive Or Not)
View Fields
The Fields In A View Are The Fields That Display For The Documents That Meet The Conditions Criteria (For Example, The Non-Responsive Documents Will Be Returned In This View, And The Fields Will Show The E-Mail To, Doc Extension, Etc. - Whatever Fields You Select Here Will Display)
When Building A View, Include Fields Which Users Need To (3 Items)
See | Sort By | Filter With
What Object Determines The Default Sort Order In A View?
Artifactid - Essentially, Leaving The Default Sort Order On A View Will Display The Items In The Order In Which They Were Loaded
True | False - Views Are Only Used To Sort And Order Documents.
False; Views Can Be Created To Customize Any List Of Any Relativity Items
What Is The Purpose Of A Transform Set?
To Create New Data Based On A Current Field.
What Does A Transform Set Do?
Reads Through Selected Case Fields, Performs A Defined Process, And Creates Output In Other Fields Using Handlers That Analyze The Source Text Field And Then Write Them To A Destination Field.
What Is Domain Parsing?
A Relativity-Defined Handler That Extracts E-Mail Domains From E-Mail Addresses In A Document Set And Then Writes The Returned Domains To A Destination Field.
Domain Parsing Requires The Creation Of What?
Another Object And Field To Display The Domains.
In A Transform Set, What Is Used As The Data Source?
An Existing Saved Search
In A Transform, The Source Field Is…
The Field That The Transform Data Comes From.
In A Transform, The Destination Field Is…
The Field To Which The Data Obtained In The Transform Will Be Transported.
In A Transform, The Transform Set Is…
The Set Of Documents That The Transform Will Be Performed On.
In A Transform Operation, The Transform Is…
The Operation That Will Be Run On The Selected Set Of Documents Or Objects.
Conversation Index
A Number Generated By Outlook To Uniquely Identify E-Mail Conversations (Provided By The Service Provider); A 44-Character Number That Is Created For Every E-Mail - More Digits Are Appended To The End Of The Number As The E-Mail Is Forwarded Or Replied To
When Performing A Transform Set, What Are The Basic Steps To Follow?
Create A New Field To Hold The Transform Data | Create A Saved Search For The Transform Set | Create A Transform Set | Create The Transform | Run The Transform Set
Which Field Controls The Related Items For An E-Mail Group?
Conversation Index - Conversation Parsing Extracts This Initial Number Out Of The Thread And It Becomes The Related Item Field
True | False - All Output Characters Will Be Lowercase When Using Transform Sets Or Domain Parsing.
True
True | False - (Transform Set) If No Text Exists In The Source Field, Nothing Will Be Written To The Destination Field.
True
True | False - (Transform Set) If The Text Is Unidentifiable In The Source Field, Nothing Will Be Written To The Destination Field.
True
True | False - (Transform Set) If You Use A Destination Field That Is Tied To An Existing Object, You Can Add The Results Of New Records Without Overwriting The Existing Data.
False - You Will Overwrite The Field.
Conversation Family
A Relational Field With A Common Number Indicated Related Items
Imaging Sets
Allow You To Use Different Imaging Profiles For Separate Groups Of Documents (You Might Want Production Documents To Be Higher Quality Than Docs That Are Only For Internal Review)
What Steps Are Required To Create An Imaging Set?
Create An Imaging Profile| Create A Saved Search With Documents You Wish To Be Included In The Imaging Set| Create An Imaging Set Using The Saved Search As The Data Source And The Profile As The Imaging Profile| Click Run In The Imaging Set Console
True | False - Your Default Imaging Profile Can Be Edited And Deleted.
- False; It Can Be Edited But Not Deleted.
True | False - Your Default Imaging Profile Determines How Documents Are Imaged On The Fly Or By Using Mass Operations.
True
True | False - In Admin Mode, An Administrator Can Manage The Index Queue
False
True | False - It Is Not Possible To Change The Priority Of An OCR Job In Workspace Mode.
True
How Many Markup Sets Can Be Selected For A Production?
Only One
Why Should You Be Cautious Of Giving A User Group Rights To More Than One Markup Set At A Time?
It’s Easy To Start Applying Redactions Without Checking Which Markup Set Is Active.
Scripts
Assist With Mass Manipulation Of Data Or Execution Of Automated Processes (Example - Used To Populate The Sent Date Of Parent E-Mail Items To Their Child Items)
Production Sets
Allow You To Create A Set Of Documents With An Id Number For Opposing Counsel
True | False - Documents In A Production Set Can Only Be Native Files.
- False; They Can Include Native Files, Images, Or Both
Before You Create A Production, What Do You Need To Create?
Fields To Store The Resulting Bates Values.
When Creating A Production Set, What Are The Main Steps?
Create NewFields To Store The Resulting Bates Values| Create A New Production Set And Specify Settings On The Production Sets Tab| Add Documents To The Production Set| Edit The Production Set’s Settings If Required| Run The Production
Make Sure That The Prefix Plus The Specified Number Of Digits Is Not Larger Than…
The Length Of Your Selected Beginning Bates Field (E.G., A Value Of Seven Digits, ‘0000001’ Plus The Prefix Length Of Three Characters [Kas] Would Not Fit Into A Bates Number Of Nine Digits; The Beginning Bates Number Would Have To Be At Least 10)
(Production Set) Add Image Placeholders Option
Relativity Includes A Placeholder Tif For Any Document Added To The Production As ‘Images And Natives’ That Contains Only A Native (Like An Excel File)
How Do You View The Produced Versions Of A Document?
Open The Document In The Viewer And Click The Productions Radio Button, Then Select The Specific Production From The Drop-Down List
If You Are Producing Documents Several Times Over The Life Of The Workspace, What Are Your Two Options?
- Use Separate Bates Fields Per Production 2. Create An All Bates Field, Running A Mass Replace To Create A Field That Stores All Of A Document’s Bates Ranges
True | False - A Document’s Bates Information Will Remain In The Production History Section Of The Viewer, But Any Fielded Data Will Be Overwritten.
True
True | False - Relativity Re-OCRs Images With Redactions.
False
Images Receive One Bates Number Per…
Page
Natives Receive One Bates Number Per…
File
True | False - Using The Sum Function Allows The Number Of Pages In A Print Job Or Production To Be Calculated.
True
When Selecting A Sorting Field, Keep In Mind That…
Relativity Does Not Keep Families Together
Can Externally-Created Productions Be Imported Into A Relativity Production?
Yes
What Items Are Required To Import An External Production Into A Relativity Production?
A Document Level Load File Containing The Doc Id Beg And The Doc-Level Bates Identifier| An Opticon File Reflecting The Bates Numbering| A Production Created In Relativity
What Are The Four Export Options Relativity Is Equipped With?
Production Sets - Export The Contents Of A Production Set| Saved Search - Exports The Current Results Of A Saved Search| Folder - Exports The Contents Of A Folder| Folder And Subfolders - Exports The Contents Of A Folder And Its Subfolders
Be Careful When Exporting Extracted Text For…
Images That May Have Redactions
To Export Load Files Only, Perform An Export With Which Box Unchecked?
Copy Files From Repository
What Is Issue Coding?
A Review Team Decides Which Categories Or Issues Each Document Represents (Ex. Accounting, Fraud, Neglect, Etc.)
True | False - Workspace Object-Level Security May Be Trumped By Item-Level Security.
True (For Example, If A Group Is Allowed To Work With Layouts, But You Want Them Only To See The Layout Related To Issue Coding, You Can Secure All Other Layouts From The Group’s View)
True | False - When A Group Is Added To A Workspace, They Automatically See All Documents.
True
How Can You Exclude The ‘All Documents’ View From Specific Groups?
- Overwrite The Security Permissions For Those Items
(View Permissions) Overwrite Inherited Security
Allows The Item To Overwrite Its Security Independent Of Its Workspace Object Settings
(View Permissions) Inherited Security
Instructs The Item To Inherit Security Settings From Its Workspace Object
(View Permissions) Add Group
Allows Groups To Be Granted Access To The Item
(View Permissions) Remove Selected Group
Removes Group Access To The Item
(View Permissions) Change Group Permissions
Allows Individual Groups’ Permissions To Be Edited
What Methods Exist For Securing Individual Items?
Edit Group Permissions On The Item| Add A Security Field To Your All Views View, Then Click The Padlock Next To The Item You Wish To Secure
Assume You Set View 1 To Only Be Visible To Group 1 And Not Group 2. If You Add A Group 3 To The Workspace, Will That Group Be Able To See View 1?
No - Not Unless You Explicity Grant Them Rights.
To Permit An Item To Resume Inheriting Security Rights From Its Object, Restore The Item’s Default Security Rights By…
Going To Its Security Console And Clearing The Change Security Check Box
True | False - If You Allow A User Rights To The Workspace Details Tab And Rights To Edit Permissions For A Workspace, They Will Be Able To Go Into The Security Console And Grant Themselves Rights To Whatever They Choose.
True
What Is The Only Object That Defaults To Being Visible?
Production
True | False - Non-System Administrators Who Have Been Given Every Right For A Workspace Are Able To See A New Tab When It Is Created.
False; Even If They Created It, They Will Have To Go To The Workspace Details Tab And Grant Themselves Rights To The New Tab.
True | False - The Only Time Something Is 100% Inaccessible Is When It Has Been Secured.
True: If You Gave A User Rights To Only ‘My Assigned Documents’, They Could Include Related Documents Such As Duplicates, Family, Or Near Duplicates
If You Want A User To Perform A Coding Task, Give Them What Kind Of Permissions?
Edit Documents - If You Only Give Them Permission To Edit Fields, They Could Only Change A Field But Not Edit A Document, Which Is What The Coding Process Does
What Is The Best Way To Assign Documents To Users If The Set Will Be Changing Frequently?
Administrator-Controlled Assignment; Doles Out Documents Using A Simple Layout
What Are The Two Ways To Assign Documents To Users?
AdministratorControlled Assigning| User-Controlled Assigning (Batches)
How Can You Assign Using A Layout?
Perform A Mass Edit Operation And Select The Layout From The Drop-Down
How Do You Create A Batch Set?
Create A Saved Search With The Criteria Set To Include Only Certain Documents| Click The Batch Sets Tab And Create A New Batch Set| Click Create Batches
What Is The Batch Unit Field?
A Grouping Mechanism Used To Keep Documents Sharing The Same Batch Unit Field Value In The Same Batch
What Is A Common Size For Batches?
500 Documents
To Check Out Batches, What Permissions Do Groups Need?
Edit Batches (Plus Documents Tab And Review Batches Tab)
‘Is Like’ And ‘Contains’ Conduct Searches In Different Ways. What Does ‘Contains’ Have That ‘Is Like’ Does Not Have?
Contains Has A List Of All The Information Contained In The Documents You Are Searching - This Means ‘Contains’ Takes Less Time To Run And Will Be More Precise
Contains Only Functions When Searching For What Type Of Document?
Full-Text
When Searching For Keywords With Multiple Meanings, What Can You Add To Help The Index Return Those Hits With The Intended Meaning?
An Identifying Conceptual Term
True | False - Keyword Searches Understand Specific Numbers, Single Letters, And Single Characters
False
True | False - dtSearch Understands Specific Numbers, Single Letters, And Single Characters
True
True | False - When Conducting A Proximity Search, Relativity Will Highlight Every Instance Of Each Individual Term Whether It Meets The Proximity Criteria Or Not.
True
To Search For Fields That Have Been Filled In But Then Had Their Contents Deleted, What Should You Enter In The Search Box?
Quotation Marks - These Indicate That The Fields Are Blank But Active
The Dictionary Search Returns How Many Results?
2,000
A Regular Expression Included In A Search Request Must Be In What Format?
In Quotes And Beginning With ##
True | False - You Can Set Up Batches To Be Generated Automatically.
True; Select Enabled In The Auto Batch Drop-Down.
(Auto-Batching) Auto Create Rate
How Often (In Minutes) The System Will Attempt To Create Batches
(Auto-Batching) Minimum Batch Size
The Smallest Possible Number Of Documents In A Batch
How Many dtSearch Indexes Can You Create In Relativity?
Unlimited
True | False - If The dtSearch Agent Encounters A Network-Related Error During The Build Process, It Will Execute One Retry Attempt.
False - It Will Execute Up To Three Retry Attempts At 20-Second Intervals
(dtSearch Index Building) The ‘Activate This Index Upon Completion’ Check Box Does What?
Activates The Index Once It Is Built And Allows The Index To Be Visible In The Search With Drop-Down Box
True | False - The dtSearch Index Updates Automatically When New Data Is Added.
False; Every Time You Add New Documents, You Must Perform An Incremental Build To Add Them To Your Index
What Is The Function Of A Search Terms Report?
Allows You To Input A List Of Search Terms And Generates A Report Showing The Document Count For Each Search Term Hit
True | False - The Field Created During A Search Terms Report That Houses Corresponding Terms Found In Each Doc Can Be Used In The Field Tree To View The Search Terms And Their Document Hits.
True
What Is The Best Way To Handle Foldering Requests In Relativity?
Tag Documents With A Coding Value And Then Display The List In The Field Tree
True | False - By Default, All Fields Are Visible In The Field Tree.
FalseL: You Must Make Sure To Include Your Field If You Want It To Display
True | False - Processing A Transcript Is A Mass Operation.
True
True | False - Relativity Automatically Indexes Transcripts During Processing.
True
If You Want To Add Or Remove Headers And Footers From A Transcript, Where Must You Do So?
In The Process Transcript Dialog Box
You Must Do What First To Access The Word Index?
Processed And Formatted A Transcript
What Is The Default Sort Method For The Word Index?
Alpha Numeric
Before You Can Inline Tag, What Must You Do?
Add Your Fields To A System Layout.
True | False - Highlight Color Appears As An Option In Single-Choice List Forms.
False; Only In Multi-Choice Lists.
True | False - Right-Click Tagging A Section Of A Document Marks It As A Whole With That Value.
True
True | False - When Processing A Transcript, You Must Manually Create The Word Index.
False; This Is Created Automatically
True | False - On Opening The Word Index, An Unlimited Number Of Index Words Is Displayed.
False; Only The First 1,000 Indexed Keywords Display
What File Types Do Word Indexes Support?
EML| TXT | XLS(X)| DOC(X)| PPT(X)| RTF | XML | PDF | MSG
