WIP - RCA

Question 1

If you assign admin permissions to a user group by copying permissions from system admins, you must?

Answer 1

You must unset and reset the View Workspace permission to allow the user group to edit the workspace.

Question 2

Relativity divides workspace permissions into five categories:

Answer 2

• Object security
• Tab visibility
• Browsers
• Mass operations
• Admin operations

Question 3

The Object Security tab lists all workspace objects with their related item-level permissions. Item-level rights include:

Answer 3

None - denies users access to the object.

View - view the object. This is the lowest level object permission.

Edit - edit and view the object.

Delete - delete, edit, and view the object.

Add - add new objects. This icon turns blue when the setting is unsaved; once you click Save, the blue icon becomes grey. This icon turns green when you give users this permission both when the setting is unsaved and saved.

Edit Security - grants users the ability to edit the security of objects. This icon turns blue if you click twice indicating a not applicable status.

Question 4

Name the object: A category of agent. Agents manage processes in Relativity and run in the background to complete jobs that you or another user scheduled in your environment.

Answer 4

“Agent Type”

Question 5

Name the object: A textual representation of an author. Aliases are identified during the Analytics name normalization operation.

Answer 5

“Alias”

Question 6

Name the object: An object that displays the results of an Analytics Categorization Set.

Answer 6

“Analytics Categorization Result”

Question 7

Name the object: A group of parameters used for gathering example documents that Analytics uses as the basis for identifying and grouping other conceptually-similar documents.

Answer 7

“Analytics Categorization Set”

Viewing, editing, deleting, or adding Analytics categorization sets, or editing security of Analytics categorization sets requires access to the Analytics Categorization Set tab.

Question 8

Name the object: An object in Analytics that define the categories specific to your analytics set.

Answer 8

“Analytics Category”

Viewing, editing, deleting, or adding Analytics categories for Analytics categorization sets, or editing security of Analytics categories requires access to the Analytics Categorization Set tab.

Question 9

Name the object: A document that Analytics uses to run the Analytics Set against to set a baseline.

Answer 9

“Analytics Example”

Question 10

Name the object: A group of parameters used for specifying an Analytics Index’s dimensions, concept stop words, dtSearch noise words, and filter configurations.

Answer 10

“Analytics Profile”

Editing, deleting, or adding Analytics profiles, or editing security of Analytics profiles requires access to the Analytics Profiles tab.

Question 11

Name the object: A group of documents assembled based on criteria that an admin sets and then assigns to a reviewer for review.

Answer 11

“Batch”

Edit - group members can view, check out, and edit batches.

Delete - group members can view, edit, and delete batches.

Viewing and checking out (editing) available batches requires access to the Review Batches or Batch Sets tab.

Adding batches requires access to the Batch Sets tab.

Editing security on batches requires access to the Review Batches or Batch Sets tab.

Question 12

Name the object: The set to which the batch belongs

Answer 12

“Batch Set”

Using any Batch Set permissions requires access to the Batch Sets tab.

Question 13

Name the object: A value applied to a single or multi-choice list field that is used in coding fields to allow reviewers to record decisions on a document.

Answer 13

“Choice”

Editing, deleting, or adding choices, or editing the security for choices requires access to the Choices tab.

Question 14

Name the object:

NOTE:

Cluster Set (Relativity 9.5.196.102 and above)

Answer 14

“Cluster Set (Relativity 9.5.196.102 and above)”

Permissions for Cluster Set and the multiple choice fields that hold cluster data should be kept in sync.

If a group has the None permission set on the Cluster Set object, but View/Edit/Add/Delete permissions to the Multiple Choice fields that hold cluster data, users in that group will still see Analytics clusters in the cluster browser and will be able to visualize clusters.

To prevent the group from viewing the clusters in the cluster browser (or visualizing clusters), you must item-level secure the multiple choice fields that hold the cluster data for the group.

Question 15

Name the object:

NOTE:

Color Map

Answer 15

“Color Map”

Email Thread Visualization requires View permissions or higher for the Color Map object.

Question 16

Name the object: A custom webpage created that enhances the flexibility of application development by supporting the creation of custom layouts and the display of dynamic content, such as unique graphics, dynamic date, and report results.

Answer 16

“Custom Page”

Question 17

Name the object: A page configuration made up of widgets and item lists.

Answer 17

“Dashboard”

Question 18

Name the object: The Destination Workspaces tab in the Integration Points object, which provides information on the workspaces to which users have exported data through Relativity Integration Points.

Answer 18

“Destination Workspace”

Note that this setting has no impact on the Destination Workspace field on the Connect to Source layout of the Integration Point you’re creating or editing; this means that you can still select a workspace from that field drop-down list even if you don’t have permission to this object.

Question 19

Name the object: A record within a workspace

Answer 19

“Document”

Upload Image - group members can use the image upload functionality in the viewer to upload a single image.

Replace Document - group members can replace a single document in the viewer.

Create PDF - group members can print and save as PDF individual documents from Relativity.

Local Access (Download; Copy Text) - group members can open the file in its native application or to copy text from the viewer.

Redact Document - group members can place stamp or textbox redactions on a document.

Highlight Document - group members can place a highlight on a document.

Add Image - group members can use Relativity’s image-on-the-fly functionality.

Delete Image - group members can delete images in Relativity.

New Document - group members can upload a new document.

Case Dynamics - Coding Pane - group members can use the Case Dynamics coding pane.

Question 20

Note: Use the document Edit permission to tag documents with workspace coding values using layouts.

Don’t assign coding users rights to edit fields or edit layouts. Use the Field edit permission (along with access to the Fields tab) to edit field properties such as changing a fixed length text field from 255 to 320 characters.

Answer 20

Note: Use the document Edit permission to tag documents with workspace coding values using layouts.

Don’t assign coding users rights to edit fields or edit layouts. Use the Field edit permission (along with access to the Fields tab) to edit field properties such as changing a fixed length text field from 255 to 320 characters.

Question 21

Name the object: The name of the business or organization on the internet. For example, “@company.com” in the email address “jsmith@company.com” is the domain for that company email address.

Answer 21

“Domain”

Question 22

Name the object: The individuals or entities who own or facilitate the data found in the data sources.

Answer 22

“Entity”

Question 23

Name the object: The name of the assembly that helps facilitate the completion of document review and various other functions in Relativity by applying custom business logic to corresponding user actions.

Answer 23

“Event Handler”

Question 24

Name the object: The Relativity entity used to store document metadata and coding values within Relativity.

Answer 24

“Field”

Add Field Choice By Link - exposes the Manage link option on choice fields, allowing group members to add new choices to a field on a layout.

Editing, deleting, sorting, or adding fields, or editing the security of fields requires access to the Fields tab.

Question 25

Name the object: The name of the container of documents in Relativity that are arranged in a hierarchy in the folder browser.

Answer 25

“Folder”

Using any Folder permissions requires access to the Folder browser.

Note: You can customize permissions for individual child folders. This doesn’t change the permissions of a folder’s parent, but it can change the behavior of a folder’s children, if you configure the children folders to inherit permissions from their parent.

Question 26

Name the object: The tab in the Integration Points object, which provides information the history of import and export jobs run through Integration Points.

Answer 26

“Job History”

Question 27

Name the object: The tab in the Integration Points object, which provides information errors that occurred during import and export jobs run through Integration Points.

Answer 27

“Job History Error”

Question 28

Name the object: The name of the profile that controls the settings used to image a group of documents.

Answer 28

“Imaging Profile”

Editing, deleting, or adding imaging profiles, or editing security of imaging profiles requires access to the Imaging Profiles tab.

Question 29

Name the object: The profile and saved search containing the documents you want to image

Answer 29

“Imaging Set”

Editing, deleting, or adding imaging sets, or editing security of imaging sets requires access to the Imaging Sets tab.

Question 30

Name the object: 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.

Answer 30

“Install Event Handler”

Viewing, adding, or deleting event handlers requires access to the Object Type tab.

Question 31

Name the object: The filter applied when inventorying files to view how inventories data affects data in your processing set using the Processing application.

Answer 31

“Inventory Filter”

Question 32

Name the object: The entity that you create to configure data integrations from third party systems to Relativity objects using the Integration Points application.

Answer 32

“Integration Point”

Question 33

Name the object: The profile that you create and save for future use when running future data import or export jobs through the Integration Points application.

Answer 33

“Integration Point Profile”