Understanding the RelativityOne Platform

Question 1

Technical Overview - Things to Check

Answer 1

Workstation configuration (minimum system req’s, browser compatibility)
Network access - Port considerations and Firewall
whitelisting
Backend access - Connect to VPN, Connect to Utility
Server/Direct SQL
Downtime Windows
Resource scaling
Security
Setting up a hybrid environment (Server and RelOne)

Question 2

Connect

Answer 2

Single login to access all RelOne workspaces and instances

• Need to complete RelOne Connect Request Form
• Instance names in User options drop-down menu (About Relativity)

Question 3

Connecting Users to Different Instances

Answer 3

Find user in Users tab
Add a new login method
Provider -> Instance Name of Connected Environment
OpenID Connect Subject: User Email Address in other instance
SSO provider provides ability to securely navigate between each instance

Question 4

Relativity One Data Management - Staging

Answer 4

Used for: Stage data for processing, store raw data or
archived workspaces
Pricing Model: Minimum data size included based on
contract
Data limits: Per contract

Question 5

Relativity One Data Management - Review Workspace

Answer 5

Used for: Review, code, produce documents; Store
workspaces for active and ongoing matters
Pricing Model: data counts toward full subscribed data
storage amount
Data limits: N/A

Question 6

Relativity One Data Management - Repository Workspace

Answer 6

Used for: searching, analytics, visualizations for ECA;
repository to store docs and coding decisions for
future
Pricing Model: Data in repository counts 1/3 toward
subscribed data storage
Data Limits: N/A

Question 7

Relativity One Data Management - Cold Storage

Answer 7

Used For: Store inactive cases, can easily be brought
back online
Pricing Model: 1/4 towards subscribed data storage
amount
Data limits: N/A

Question 8

Relativity One Data Management - Store

Answer 8

Used for: preserve large volumes of raw collected
evidence; archive inactive cases for retention
Pricing model: 50 TB add-on yearly/incremental to
data storage subscription
Data limits: 50 TB per purchased unit

Question 9

Migrate Workspaces to Cold Storage

Answer 9

Workspace Details -> Migrate to Cold Storage
Storage Status Column in workspace view lists as Cold Storage

• Can’t be used as template or by RDC/Integration Points
• considered an active standard workspace for billing purposes in any calendar month when it is accessed

Question 10

Retrieve workspaces from Cold Storage

Answer 10

Workspaces tab - > click name, Cold Storage Retrieval Page displays
Click Retrieve Workspace

• not instantaneous (up to 5 days)
• will receive email notification
• Cold Storage Case Retrieval Agent needs to be present and running for workspaces to be retrieved

Question 11

Repository Workspace

Answer 11

Streamlined version of Relativity with limited functionality for early case assessment with cost-effective pricing

Question 12

Repository - Usage Limitations

Answer 12

Billed at standard charge per GB if any of the following occurs during billing month:

• More than 50 million documents in workspace
• unique doc views per month exceeds 10,000
• total users accessing the workspace exceeds 10
• Repository application is uninstalled from the workspace

Question 13

Creating a new repository workspace using the Repository Template

Answer 13

1. Download Repository Template
2. Using Staging Explorer to move archive file to ARM folder in your file repository
3. Once the archive is in the correct place, you can use ARM to restore the template workspace
4. Enter the workspace and add the appropriate security groups
5. Old customers contact account managers
6. Install the application on the template workspace

Question 14

Basic Repository Workspace Usage Workflow

Answer 14

1. Move data into repository workspace
2. Available tools:
   - Structured Analytics (including Name Normalization)
   - Document metadata searches
   - Cluster visualization and conceptual analytics
   - dtSearch
   - Imaging and OCR
3. Create a saved search that includes all necessary conditions/create a field that designates documents for review
4. Use Integration points to move the set of docs over

Question 15

Limitations on Functionality in Repository workspace

Answer 15

Not available:

• Assisted Review and Active Learning
• Transcripts
• Case Dynamics
• Custom Applications and Relativity Redact
• Sets in review (batch sets, markup sets, transform sets)
• Productions
• Mass covert and Save as PDF
• downloading natives in the viewer

Question 16

Staging Explorer

Answer 16

Enables you to rapidly transfer large amounts of data to jump-start and sustain the data pipeline for critical projects

Question 17

Using the Staging Explorer

Answer 17

You set up a new case and need to begin review quickly. Opposing counsel gives you a hard disk drive with 10GB of files you need to add to RelativityOne. You decide to use the RelativityOne Staging Explorer to upload files from the hard disk drive to RelativityOne. After you finish review of the case, you need to create productions for opposing counsel. When you produce these files to your RelativityOne storage location, you use the RelativityOne Staging Explorer to download the production to your local drive. You then ship the productions to opposing counsel.