workspace administration (low) Flashcards
workspaces, users, groups, clients, matters, instance details, branding queues, queue management
what provides a secure data repository for docs used in cases, that is used to facilitate searching, organizing, and categorizing content?
workspace
at what level can you define views, layouts, fields, and choices?
workspace level
what field can you change after a workspace has been created without effecting any data?
workspace name field
what is recommended for a workspace that has fewer than 1 million documents to prevent potential errors?
selecting a smaller workspace as a template
what is not copied over and will need to be manually selected once the new workspace is created since the resource pool is not necessarily the same for the new workspace?
analytics server selection
what is the “data grid file repository” field?
specifies the path for the physical location of the text files used by Data Grid
what happens if you run out of space in the data grid file repository?
you can specify a new repository, and data grid will continue to read from the old as well as the new
what can you view as read-only on the workspace details page? (5)
workspace settings, history info, relativity utilities console, production restrictions, workspace admin group field
what happens when you delete a workspace?
- relativity removes the workspace from the workspace lists and marks it for deletion after hours
- during off-hours the case manager runs and deletes things that belong to the workspace
where can you delete a workspace?
from the workspace details page
what are the other administrative features available through the Relativity Utilities console? (5)
- manage workspace permissions
- manager system keyboard shortcuts
- view another user’s personal items
- viewer installation kit
- relativity desktop client
what can you do in the relativity downloads section?
click any link to download the corresponding component
what can you download from the viewer installation kit?
download a standalone utility containing executable files used to install the viewer software
T or F: you must have permissions to the documents in a production to remove production restrictions
true
when creating a production restriction, what kind of search can you not use?
a multiple object field, like a search terms report
what permissions do members of a group assigned full admin rights not have?
script permissions available only to admins
how many groups can be designated as the workspace admin group?
only one group per workspace
what records are not modified when a user is deleted or disabled?
audit records; you will still be able to search for a user’s audits based upon their user name
where can you send web page messages to one or more users?
in the user status tab from within a workspace or from home
what is lost when you use the force log out option on a user?
any unsaved changes users made is lost
regardless of permissions, what can’t system admins edit?
locked scripts
what are clients?
companies, organizations or person involved in a legal dispute; associated with users, matters, groups, and workspaces
what is the client number?
billing number for the client
what are matters?
used to define the different cases, disputes or advising that a firm may be involved with for a client
what are objects?
workspace items that store info, and connect to other workspace objects
why is the client object the first object that needs to be created?
both matters and workspaces must be associated with a client when they are created
under what tab can you create, edit or delete clients, matters, users, and groups?
user and group management tab
can you change the name of a workspace after it is created?
yes, without affecting any data
what is the resource pool?
set of servers and file repositories that you can associate with the workspace
what is the default file repository?
specifies the path for the physical location for the files associated with the work space
what are the default cache location, database location and download handler URL based on?
based on the resource pool that was chosen
what can you do in the instance details tab? (5)
- view, edit, and enable MotD
- monitor all users within Rel
- check your license expiration date,
- view alters and queue statuses
- view or edit group admin security settings
what is a common solution for “one or more agents are disabled” ?
Go to the Agents tab and identify any agents for which the Enabled value is No. Enable them, if necessary.
what is a common solution for “one or more agent servers are not assigned to any active resource pools” ?
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.
where can you manage admin group permission settings, and generate a group permissions report?
under the security section in the instance details tab
what is the branding queue?
displays production jobs receiving branding of redactions, header, footer, or other modifications
any change to the priority of a job in the branding queue also changes what?
also changes its priority in the production queue
what does the worker manager server handle?
all imagine, conversion, and processing jobs
what jobs cannot be monitored from any queue?
conversion jobs
who creates and manages review workflows and workspace permissions?
workspace admin
relativity contains 2 objects types:
system objects and RDOs
what is the difference between RDOs and system objects
RDO’s are defined by you, vs predefined
where can system admins manage all admin tabs and workspaces within the Relativity instance?
relativity home page
what kind of permissions does a user have if they are a part of more than one group?
defaults to the group with the highest level of set permissions
what reference fields are used to organize and display lists of clients?
the client number and status fields
what does a system admin need to define when creating a matter?
matter name, matter number, and the status
how can a system admin load data into relativity?
by using Processing, Relativity Desktop Client, or Web Import with Integration Point
