Admin Guide Version 8.0 January 27, 2014

Transcription

1 Admin Guide Versin 8.0 January 27, 2014 Fr the mst recent versin f this dcument, visit ur dcumentatin website.

2 Table f Cntents 1 Admin guide verview Navigatin Lgging in User ptins Cre reviewer interface Resetting yur passwrd 22 2 Relativity Applicatins Building applicatins using Relativity Dynamic Objects Tutrial: Build a sample applicatin Out-f-the-bx applicatins 26 3 Bandwidth tester Launching the bandwidth tester Executing a latency test Executing a dwnlad test Executing an uplad test 30 4 Batches Batch fields in Relativity Creating and editing batch sets Fields Batch Set cnsle Deleting a batch set Checking batches in and ut Check a batch ut Check a batch in Building views fr checked-ut dcuments 36 5 Chices Creating and editing a chice in Admin mde Fields in Admin mde Creating and editing a chice in Wrkspaces mde Fields in Wrkspaces mde Remving a chice 38 6 Clients Creating r editing a client Fields 39 Relativity Admin Guide - 2

3 7 Deleting bject dependencies Frce deleting bject dependencies Displaying and interpreting the dependencies reprt Cnsidering the fields f frce deleted bjects 41 8 Dcument skip Enabling dcument skip Using dcument skip Changing skip mde 44 9 Errrs Fields Fields System fields Creating and editing fields Fields n field Object Field infrmatin Prpagatin List prperties Yes/N field display values Relatinal field prperties Keybard shrtcut Relativity applicatins Field types Fixed-length text Lng text Date Whle number Decimal Currency Yes/N Single chice Multiple chice User File Single bject 57 Relativity Admin Guide - 3

4 Multiple bject Assciative Object Type Fields and perfrmance Adding HTML alerts and links Adding an alert t a layut Adding a link t a layut Applying prpagatin t dcuments Prpagating t dcuments in multiple grups Filters Using filters Changing item sets per page Saving filters as a search Filter types Blean filters Custm nly List filters MultiList filters Ppup picker filters Textbx filters Textbx filter search examples Blean and ther search peratrs Alphabetical filtering Dates and numbers Grups System grups Creating and editing grups Fields Adding users t grups Histry Histry view fields Filters n the Histry tab Audited actins Imaging Imaging prfiles Imaging sets 78 Relativity Admin Guide - 4

5 14.3 Native types Editing a native type Prcessing queue Trubleshting imaging Image n the fly Mass image Creating and editing an imaging prfile Fields Native file imaging prfile validatin Viewing imaging prfile details Creating and editing an imaging set Fields Running an imaging set Imaging prfile caching Passwrd Bank Mnitring imaging status Imaging errr scenaris Imaging histry Imaging queue Indented lists Creating a basic indented list view Fields Creating a cnversatin index indented list Creating an Equivi indented list Creating a numeric indented list Inline tagging Inline tagging scenari Creating tags fr transcripts Adding a tag t a transcript Viewing tags in a transcript Remving a tag frm a transcript Keybard shrtcuts Keybard shrtcuts legend System actin keybard shrtcuts Internet Explrer keybard shrtcuts 109 Relativity Admin Guide - 5

6 17.2 Special cnsideratins fr keybard shrtcuts Dcument field type shrtcuts Dcument chice shrtcuts Creating keybard shrtcuts Layuts Creating and editing layuts Fields Adding a chice t a layut Fields n chice Adding layut cntent Pp-ups n the layut Adding fields and text Fields n Add Field t Layut Adding text t a layut Fields n Add Text Creating a new categry Fields Adding child and assciative bject lists Adding an bject Adding child bject lists Fields n child bject list Adding assciative bject lists Fields n assciative bject list Cpy frm Previus Adding the Cpy frm Previus tlbar Using Cpy frm Previus Markups Highlights Creating highlights Redactins Creating basic redactins Creating inverse redactins Creating full-page redactins Creating mass redactins Editing markups 131 Relativity Admin Guide - 6

7 Wrking with verlapping markups Editing redactin text Editing fnt size in text bx redactins Mass deleting markups Cntrlling redactin visibility Viewing markup histry Using the Markup Navigatin pane Markup sets Creating and editing a markup set Fields Cpying markup sets Mass peratins Mass edit Wrking with multi-chice fields n the mass edit frm Mass mve Mass delete Perfrming a mass delete n dcuments Perfrming a mass delete n ther bjects Enabling r disabling snapsht auditing n delete Mass prduce Fields Mass replace Fields Mass image Mass print images Print ptins Tally/sum/average Send t CaseMap Mass exprt t file Fields Prcess transcripts Fields Matters Creating r editing a matter Fields 152 Relativity Admin Guide - 7

8 23 Message f the Day (MtD) OCR Creating and editing an OCR prfile Fields Creating and editing an OCR set Fields Running an OCR set Viewing OCR text Filtering and searching n the OCR text field OCR queue Pivt Pivt prfiles Creating r editing a Pivt prfile Running Pivt reprts Creating a Pivt reprt Wrking with Pivt grid results Wrking with Pivt chart results Rerunning ut-f-date Pivt data Using Pivt t filter yur dcument list Persistent highlight sets Getting started with persistent highlight sets Selecting persistent highlight sets in the viewer Deselecting persistent highlight sets in the viewer Persistent highlight set behavir acrss viewer mdes Using multiple persistent highlight sets Perfrmance cnsideratins Individual dcument size Number f terms Types f peratrs used Lcal machine Creating persistent highlight sets Fields Entering highlight terms Entering multiple variatins f a term Clr-cding persistent highlights 175 Relativity Admin Guide - 8

9 Guidelines fr adding terms r phrases Using the highlight fields surce Best practices Imprting search terms fr persistent highlighting Relativity cmpnent setup Imprting terms Creating efficient searches fr persistent highlighting Prductin sets Creating and editing a prductin set Viewing prductin set details Displaying prductin set details Prductin set details ptins Tracking redactins n prductins Prductin infrmatin Tracking multiple redactin sets Prductin numbering Page level numbering Dcument level numbering Original image numbering Headers and fters Prductin numbering srt rder Adding dcuments t yur prductin Running a prductin Prductin statuses Checking prductin cnflicts Prductin queue Prductin queue fields Branding queue Branding queue fields Relativity bjects verview Relativity bjects Relativity Dynamic Objects Object type details Adding an bject type Fields 207 Relativity Admin Guide - 9

10 Adding an event handler Adding an bject rule Fields Selecting a rule type Adding infrmatin t bjects Deleting bject dependencies Frce deleting bject dependencies Displaying and interpreting the dependencies reprt Cnsidering the fields f frce deleted bjects Creating a custdian bject Editing items t include bjects Creating custdian fields Creating a questin bject Editing views Questin bject field layut creatin Questin views Updating new custdian field Preliminary steps Exprting custdian data Applying custdian data Imprting custdian data Manual custdian entry Building Media Tracker with Relativity Dynamic Objects Create a new applicatin Link and create bject types Update and create fields Update views Build layuts Exprt Media Tracker applicatin Relativity Script Library Analytics billable estimate Supprted versins Special cnsideratins Inputs Results 246 Relativity Admin Guide - 10

11 29.2 Billing statistics - case rllup Supprted versins Inputs Results Billing statistics - users Supprted versins Inputs Results Create sample set Supprted versins Special cnsideratins Inputs Results dtsearch index aut incremental build Supprted versins Special cnsideratins Results Frgtten passwrd reset audit Supprted versins Inputs Results Get index fragmentatin levels Supprted versins Special cnsideratins Inputs Results Glbally administer keybard shrtcuts Supprted versins Categry Special cnsideratins Inputs Results Mving Analytics indexes and structured analytics sets Mving the lcatin f Analytics indexes and structured analytics sets Migrating the Analytics server 257 Relativity Admin Guide - 11

12 29.10 Mving dtsearch indexes Requirements Special cnsideratins Mving dtsearch indexes Ppulate threading visualizatin field Supprted versins Special cnsideratins Script lgic Inputs Results Prpagate sent date t family dcuments Supprted versins Special cnsideratins Inputs Results Relativity SMTP cnfiguratin script Supprted versins Inputs Results Reviewer statistics Supprted versins Special cnsideratins Inputs Results Set duplicate flag field Special cnsideratins Inputs Results Set extracted text size field Supprted versins Special cnsideratins Inputs Results Set native file size field v Supprted versins 268 Relativity Admin Guide - 12

13 Special cnsideratins Inputs Results Set prductin beg/end attach fields Supprted versins Special cnsideratins Inputs Results Set Relativity flder path field Supprted versins Special cnsideratins Inputs Results Switch security grup Supprt versins Special cnsideratins Inputs Results Upgrade legacy applicatins Supprted versins Inputs Results Resurce pls Creating a resurce pl Adding resurces t a pl Remving an Analytics server frm a resurce pl Scripts Relativity Script Library Script cmpatibility and updates Creating a script tab Creating and editing a script Fields Adding a library script t the script tab Running a library script Script grups 279 Relativity Admin Guide - 13

14 32.1 Using script grups Search terms reprts Guidelines fr using search terms reprts Creating a search terms reprt Fields Running a search terms reprt Search terms reprt results Using tagged search terms in a saved search Searching verview Security permissins Managing multiple security grups Permissins Security Tab visibility Brwsers Mass actins Admin peratins Wrkspace permissins Adding a grup t a wrkspace Setting permissins n Relativity bjects Adding a security field t a view Servers Adding Analytics r prcessing server Fields Editing Analytics r prcessing servers Editing SQL, agent, r web servers Mnitring lad balancing n web servers Summary reprts Creating and editing a summary reprt Fields Tabs Creating and editing tabs Fields Nesting tabs Transcripts 311 Relativity Admin Guide - 14

15 39.1 Wrd index Links Adding a link t a transcript Transfrm sets Dmain parsing Prerequisites Creating a dmain parsing transfrm set Fields Adding a transfrm Fields Running the transfrm set Cnversatin index parsing Prerequisites Creating a cnversatin index transfrm set Fields Adding a transfrm Fields Running the transfrm set Users User status Creating and editing a user Fields Resetting user passwrds User-cntrlled passwrd resets Administratr-cntrlled passwrd resets Viewing user audit recrds Sending messages t users Frcing users t lg ut Views Wrkspace mde system views Admin mde system views Creating a view Basic Infrmatin Fields Cnditins 333 Relativity Admin Guide - 15

16 42.7 Srt Editing view infrmatin Viewer Viewer tlbars Dcument view selectr ptins Viewer and Extracted Text icns Image icns Imaging n the fly Using the stand-alne dcument viewer Related items pane Using the thumbnail viewer Deleting blank images Using the thumbnail viewer slideshw Adding infrmatin t CaseMap Adding a dcument t CaseMap Adding a fact t CaseMap Relativity Cmpare Viewer-supprted file types Text nly designatin File ID nly designatin File identificatin values in Outside In File types supprted in Oracle Wrkspaces Creating and editing a wrkspace Fields Viewing wrkspace details Using the utilities cnsle Managing system keybard shrtcuts Viewing the persnal items f wrkspace users Adding and editing prductin restrictins Managing prductin restrictins in templates Wrkspace navigatin Brwser View bar Item list 375 Relativity Admin Guide - 16

17 Dcument set infrmatin bar Resurces Tutrials Custmer Prtal Extensibility tls 378 Relativity Admin Guide - 17

18 1 Admin guide verview Relativity is a flexible dcument review platfrm. This Admin guide is intended t give yu the knwledge t effectively manage Relativity s flexibility and granular security rights, thus prviding an intuitive interface fr yur users. This guide explains the majrity f features available t yu in Relativity. Fr infrmatin abut features nt discussed in this guide, review ur available guides n the PDF Dwnlads page. 1.1 Navigatin Relativity is a cmplex applicatin with many screens and functins. This sectin describes the main cre reviewer interface yu use t review dcuments as well as sme f the standard prcedures yu'll need t perfrm as yu use the prduct Lgging in T lg in t Relativity, brwse t yur Relativity website. If yu dn't knw the crrect address, cntact yur Relativity administratr. After yu enter the address, the lgin screen appears. Enter yur address and passwrd. If yu dn't knw yur lgin infrmatin, cntact yur Relativity administratr User ptins When yu first lg in t Relativity, yu see a list f yur wrkspaces. A system administratr is a user with rights t see every item in a Relativity envirnment. Administratrs have access t Admin mde, which allws them t create and edit new clients, matters, users, grups, and views, amng ther capabilities. Relativity Admin Guide - 18

19 The mde drp-dwn ptins are: Wrkspaces - navigates t the wrkspace list view. Admin - navigates t Admin mde. Reset Passwrd - pens a pp-up that allws users t change their passwrds. My Settings - pens a pp-up that allws users t change their persnal settings. Lgut - lgs users ut f Relativity. Users withut system administratr permissins nly see the areas they have permissins t view. Nte: The Accessible field indicates whether the wrkspace was upgraded t match the envirnment's current Relativity versin. If the field value is N, the wrkspace was nt upgraded, and yu can't pen that wrkspace. If yu dn't have an Admin ptin available in yur list f links, yu aren't a system administratr. Only ther Relativity administratrs can prvide these rights. Under the mdes sectin are three additinal links: Help - launches the Relativity Dcumentatin website, which prvides all Relativity user, administratr, and systems dcumentatin in a navigable frmat. Supprt - pens a new windw cntaining the Technical Supprt page f the kcura website where yu can pen a supprt ticket. Abut - pens a webpage dialg bx displaying the Relativity versin number and licensing agreement infrmatin. The Credits link appears belw this infrmatin, and it pens a windw listing credits fr Relativity Admin Guide - 19

20 the icns used in the applicatin, as well as the URL fr mre infrmatin abut these icns. Under the Supprt and Abut links are the lgged in username and Data Fcus settings. Data Fcus cnsists f tw radi buttns: On - displays an adjusted interface that displays mre data in the view by remving the wrkspace name and white space frm the main header. Off - displays Relativity s standard interface that displays the wrkspace name in the tp left crner. By default, yu're in Wrkspaces mde, which displays yur wrkspaces. Depending n yur permissins, yu may have the ptin t edit yur settings r reset yur passwrd. If yu dn't see the mdes, yur Relativity administratr can change the settings My settings Clicking My Settings pens a settings mde pp-up, which displays yur user infrmatin. Click Edit t change yur settings. Relativity Admin Guide - 20

21 First name - yur first name. Last name - yur last name. Nte: Yur first and last name appear as yur user name thrughut Relativity. address - yur address and lgin. Skip Default Preference - if changed frm Nrmal t Skip, turns n the skip feature. When reviewing dcuments, skip can prevent a reviewer seeing dcuments that have already been cded (depending n the selected view). See Dcument skip n page 42. Item list page length - a numeric field indicating the default list length fr all lists in Relativity. It can be set frm 1 t 200. Default Selected File Type - the default viewer mde (Viewer, Native, Image, Lng Text, r Prductin). See Viewer n page 336 fr details. Advanced Search Public by Default - determines whether saved searches are public r private by default. If set t Yes, the search is public and all users with rights t it can see it. If setting is N, the search is private and nly yu are able t see it. Nte: Depending n yur permissins, yu may nt have rights t edit the Advanced Search Default field. Native Viewer Cache Ahead - if checked, pre-lads the next native dcument in yur review queue nce the active dcument is laded. Data Fcus - determines whether yur default setting is t shw r hide the wrkspace name in the interface. Data Fcus On hides the wrkspace name at the tp left and allws mre space in the windw fr data infrmatin. Data Fcus Off shws the wrkspace name. Yu can als tggle the Data Fcus setting directly frm the Mde menu. After changing yur settings as needed, click Save Cre reviewer interface T pen a dcument in the cre reviewer interface, click n a dcument name r identifier n the Dcuments tab. The cre reviewer interface screen cnsists f fur panes: persistent highlight sets (if activated), viewer, layuts, and the related items pane. Relativity Admin Guide - 21

22 Yu can tggle between several viewing ptins by using the icns in the upper-right crner f the windw. Yu can mve thrugh a set f dcuments by using the navigatin menu lcated in the upper-right crner f the cre reviewer interface. Yu can type a number int the textbx and hit Enter t mve t that dcument. Yu can als use the navigatin arrws: Tp f first page Previus page Next page Last page Yu can't brwse past the last dcument in yur returned set. Fr example, in the abve screensht, yu can't use the navigatin arrws t get t dcument 1, Resetting yur passwrd There are tw ways yu can reset yur passwrd if yur administratr has given yu the apprpriate permissins. Yu can use the Reset Passwrd ptin inside Relativity r the Frgt yur passwrd? link n Relativity Admin Guide - 22

23 the Relativity lgin screen. Nte: If yur passwrd has expired, the Reset Passwrd dialg appears autmatically when yu lg in t Relativity. Yur system administratr determines when yur passwrd expires and the number f previus passwrds that yu can't reuse Resetting yur passwrd inside Relativity If yu're already lgged in t Relativity, yu can reset yur passwrd by clicking Reset Passwrd in the mde drp-dwn. This directs yu t a Reset Passwrd ppup. Enter yur ld passwrd, then enter and retype yur new passwrd. Click Save. Yu can use yur new passwrd next time yu lg in t Relativity Resetting yur passwrd utside Relativity If yu can't lg in t Relativity because yu've frgtten yur passwrd, perfrm the fllwing steps t reset yur passwrd. 1. Click Frgt yur passwrd? n the lgin screen. 2. Enter yur address in the ppup. Relativity Admin Guide - 23

24 Relativity sends an t the address yu prvide. Yu shuld receive this message within a few minutes. If yu dn't receive an , check yur spam r junk mail flder. 3. Click the link in the t reset yur passwrd. We recmmend pening the link in Internet Explrer. This link will be active fr 15 minutes and expires after that time. If the link has expired, r if yu click the link mre than nce, yu'll have t generate a new passwrd reset request. 4. The link directs yu t a page where yu can create a new passwrd. 5. Enter a new passwrd and retype it, then click Submit. After yur passwrd successfully resets, yu'll get a message prmpting yu t lg in with yur new passwrd. An will be sent t the address yu entered, ntifying yu that yur passwrd reset was successful. Relativity Admin Guide - 24

25 2 Relativity Applicatins With Relativity Applicatins, yu can create and implement slutins t imprve case and matter management. Based n the needs f yur envirnment, yu can create custm applicatins t perfrm specialized functins in a wrkspace. Fr instance, yu can build custm applicatins t manage tasks and prjects r t facilitate large-scale review f structured data. Relativity's Applicatin Deplyment System allws yu t create, install, and delete applicatins directly in the web interface. Yu can manage applicatins acrss wrkspaces in Admin mde, r yu can use the Applicatin Cnsle in the Applicatins tab t exprt, upgrade, and lck/unlck applicatins in individual wrkspaces. Fr mre infrmatin n managing applicatins using Relativity's Applicatin Deplyment System, visit the Relativity Develpers site. 2.1 Building applicatins using Relativity Dynamic Objects Yu dn't have t have prgramming experience r extensive training t build applicatins. Anybdy wh is familiar with Relativity and has the necessary permissins can develp basic applicatins using Relativity Dynamic Objects. See Grups n page 70 fr mre infrmatin n necessary permissins. Relativity Dynamic Objects (RDOs) are bjects types used t cntain and display data. Objects can be children f the wrkspace r f ther bject types. Fr example, a Custdian bject type may hld infrmatin related t custdians in the wrkspace, and the Cmpany bject may hld cntact infrmatin fr the custdians' cmpanies. The Custdian bject type culd then be assciated with the Dcument bject as well as the Cmpany bject. Yu can create meaningful wrkflw arund the RDOs by using them with ther bjects, such as fields, chices, views, layuts, tabs. Yu can use these bjects t create cnnectins between different RDOs. Fr example, fields wuld define the required and ptinal metadata fr the Custdian and Cmpany bjects as well as the available chices fr certain fields (e.g., state and cuntry). Yu culd then build layuts t allw users t enter Custdian and Cmpany infrmatin in a structured manner. Finally, yu can link t the bjects t an applicatin. As an applicatin, the functinality created with RDOs can be exprted and then installed t ther wrkspaces. T learn mre abut creating Relativity Dynamic Objects, see Relativity bjects verview n page Tutrial: Build a sample applicatin If yu're nt sure hw t get started with Relativity applicatins, try Building Media Tracker with Relativity Dynamic Objects n page 239. Use the instructins t create Media Tracker, a basic applicatin fr mnitring media received frm vendrs. While ther applicatins are built t accmmdate unique slutins fr specific review prjects, Media Tracker is an example f a simpler, mre cmmn applicatin that can be a useful slutin acrss several wrkspaces. See the Building Media Tracker with Relativity Dynamic Objects n page 239. Relativity Admin Guide - 25

26 2.2 Out-f-the-bx applicatins Relativity ships with several key features that are develped with Relativity's Applicatin Deplyment System. In Admin mde, the Applicatin Library tab includes these applicatins: See the Assisted Review guide. See the Fact Manager guide. See the Prcessing user guide (requires licensing) See the Review Manager guide. At the wrkspace level, the Relativity Applicatins tab lists the fllwing applicatins that are shipped with Relativity: Imaging n page 77 OCR n page 153 Search terms reprts n page 280 Transfrm sets n page 313 Relativity Admin Guide - 26

27 3 Bandwidth tester Yu can use the bandwidth tester t test the capacity f a netwrk cnnectin. When yu experience viewer perfrmance issues, the bandwidth tester can trublesht the lack f data rate supprt frm a netwrk cnnectin. 3.1 Launching the bandwidth tester Use the fllwing steps t launch the bandwidth tester and execute varius tests fr netwrk perfrmance. 1. In Relativity, pen a dcument in the viewer. 2. Click the Launch Bandwidth Tester icn. (The icn appears in the bttm right crner f the viewer and t the left f the layut r related items pane.) The bandwidth testing tl windw pens. 3. Select ne f the fllwing tests: Execute Latency Test - measures time elapsed fr a single byte t reach its destinatin. See Executing a latency test n the next page. Execute Dwnlad Test - measures the time it takes fr a lcal system t receive data frm a remte system. See Executing a dwnlad test n page 29. Execute Uplad Test - measures the time it takes t send data frm a lcal system t a remte system. See Executing an uplad test n page 30. Relativity Admin Guide - 27

28 3.2 Executing a latency test Latency is the amunt f time netwrk traffic is delayed while the system is prcessing it. Mre specifically, it's the ttal time fr a netwrk packet t travel frm the applicatin n ne server, thrugh the netwrk adapter, ver the wire, thrugh the secnd adapter, and int an applicatin n anther server. Nte: Anther name fr a latency test is a ping test. Ping is a utility used t test whether a particular hst is reachable acrss an IP netwrk and t measure the rund-trip time fr packets sent frm the lcal hst t a destinatin cmputer, including the lcal hst's wn interfaces. Thus, ping is a way t measure rund-trip latency. Latency test results vary per user and frm test t test within the same envirnment. The fllwing factrs affect the latency test results: Distance between the user and the server Operating system Prtcl verhead These factrs are verhead, which d nt cntribute infrmatin t the message cntent. Instead, they supprt cmputer cmmunicatins schemes, which prevent an applicatin that transfers data acrss a netwrk frm using the full bandwidth f the cmmunicatins' medium. Sme f the transferred data is necessary fr ruting the message, describing the infrmatin cntent f the message and ther prtcl needs. Prtcl verhead, expressed as a percentage, is the number f nn-applicatin bytes divided by the ttal number f bytes in the message: Number and characteristics f the devices that the data must pass thrugh, including netwrk adapters, switches, and s n Additinal lad r cngestin n the netwrk T execute a latency test, perfrm the fllwing steps: 1. Launch the Bandwidth Tester. Nte: Click Clear Output t remve any results frm previus tests, if necessary. 2. In the Number f Tests bx, enter a value fr the number f tests that yu want t run. 3. Enter a value in the Test Delay bx. 4. Click Execute Latency Test. A request is sent t the Web API t measure netwrk speed. The system measures latency in millisecnds frm the mment it receives the request t when it returns the ping. Relativity Admin Guide - 28

29 5. Review the results in the list bx under the Clear Output buttn. The screensht in step ne shws a rund-trip time f zer millisecnds. 3.3 Executing a dwnlad test When yu execute a dwnlad test, the system sends a request t the EDDS.Distributed virtual directry, and the directry accepts r requests it. If accepted, the directry generates data that streams t the client via HTTP. If the data send is cmpleted, the system measures latency frm the mment it sent the request when it receives data. T execute a dwnlad test, perfrm the fllwing steps: 1. Launch the Bandwidth Tester. Nte: Click Clear Output t remve any results frm previus tests, if necessary. 2. In the Number f Tests bx, enter a value fr the number f tests that yu want t run. 3. Select a Paylad Size frm the drp-dwn. 4. Click Execute Dwnlad Test. Relativity Admin Guide - 29

30 5. Review the results in the list bx under the Clear Output buttn. The screensht in step three shws a single dwnlad test run n ne megabyte and executed at a rate f 9.09 megabits per secnd. 3.4 Executing an uplad test When yu execute an uplad test, the system sends a request t the Web API virtual directry. If Web API accepts the request, the system measures latency frm the mment it sends the data t the mment it receives it. T execute an uplad test, perfrm the fllwing steps: 1. Launch the Bandwidth Tester. Nte: Click Clear Output t remve any results frm previus tests, if necessary. 2. In the Number f Tests bx, enter a value fr the number f tests that yu want t run. 3. Select a Paylad Size frm the drp-dwn. 4. Click Execute Uplad Test. Relativity Admin Guide - 30

31 5. Review the results in the list bx under the Clear Output buttn. The screensht shws a single uplad test executed at a rate f fur megabits per secnd. Like latency, the dwnlad and uplad test results vary per user and test. 4 Batches Yu can create batches in Relativity by splitting a static set f dcuments int multiple dcument sets based n administratr-set criteria. With the apprpriate permissins, users can then check ut these batches and assign themselves dcuments. Batching can bring structure t the ften cmplex task f managing a large-scale dcument review with multiple reviewers. Yu can generate batches autmatically r manually. Autmatic dcument assignment reduces the chances f accidental redundancy in the review prcess, increases review rganizatin, and imprves prgress tracking. 4.1 Batch fields in Relativity The fields in Relativity that stre batch-related values are: Batch Set - the batch set t which the batch belngs. Batch - the name f the batch. Batch Status - the status f the batch. A batch may be: Blank In prgress, meaning the batch is checked ut Cmpleted, meaning the batch is checked in as cmpleted Batch Unit - the ptinal gruping cnditin n the batch. Assigned T - the reviewer t whm the batch is checked ut. Reviewed - specifies whether the batch is reviewed. Batch Size - the number f recrds in the batch. Relativity Admin Guide - 31

32 4.2 Creating and editing batch sets T create r edit a batch set, perfrm the fllwing steps: 1. Click the Batch Sets tab. 2. Click New Batch Set t create a new batch set, r click Edit next t the batch yu want t edit. The Batch Set Infrmatin frm appears with required fields in range. 3. Cmplete the fields t create r edit the batch set. See Fields belw. 4. Click Save Fields The fllwing fields display n the New Batch Set infrmatin frm. Name - the name f the batch set. Nte: If yu're perfrming a multi-stage review with multiple batch sets per phase, be sure t include the phase name in the batch set name. This helps yu search fr infrmatin within a specific phase. Relativity Admin Guide - 32

33 Maximum Batch Size - the maximum number f dcuments in ne batch. Batch Prefix - sets the prefix fr the batch numbering. Batch Data Surce - the saved search cntaining dcuments that yu want t batch. If the saved search references a dtsearch r Relativity Analytics index, that index must be active. Batch Unit Field - an ptinal gruping mechanism, enabling yu t grup similar dcuments in the same batch. Dcuments with different values in a batch unit field are nt included in the same batch. Nte: A cmmn batch unit field is custdian. Hwever, yu can use any nn-system single chice, multichice, r fixed length text field. Family Field - yu can select yur wrkspace grup identifier. Dcuments in a family grup are nt split acrss batches. Nte: When a value fr Family Field is selected, the resulting number f dcuments within each batch may be larger than the value fr the Maximum Batch Size field. Fr example, if yur maximum batch size is set t 100, the first 100 dcuments that the batch surce returns puts int the first batch. After this is dne, any family members t the dcuments in the first batch are then included in that batch. This may result in the batch being larger than 100. Depending n the size f yur family grupings, the size f yur batches may vary significantly. Reviewed Field - an ptinal single chice field that yu can select frm any yes/n, single-chice, r multi-chice field frm the drp-dwn. Based n yur selectin, a tally is kept f hw many dcuments in the batch have been reviewed. The batch set mnitrs the field yu specify as the Reviewed Field and increments a cunt fr each dcument in the batch that has been cded with a value fr that field. Aut Batch - enables the system t autmatically generate batches. Disabled - the default, which enables standard manual batch prcessing. Enabled - autmatically generates batches accrding t the settings belw. Minimum Batch Size - nly available if Aut Batch is set t enabled. This is the smallest pssible number f dcuments in a batch. Aut Create Rate - nly available if Aut Batch is set t enabled. This represents hw ften (in minutes) the system attempts t create batches. Nte: The new batches appear n the Batch Sets tab. Any reviewers with the ability t see the Batches tab, and rights t the batch set, are able t see the batches Batch Set cnsle Once yu've saved yur batch set, the Batch Set cnsle displays a set f ptins. Create Batches - creates the batches based n the entered settings. Created batches display n the bttm half f the batch set details page. Purge Batches - deletes any batches assciated with the batch set. View Batch Summary Reprt - displays the Batch Summary reprt. This field is nly enabled after yu've created batches. Refresh Page - refreshes the page. Relativity Admin Guide - 33

34 Aut Batching Status: Status - displays the current status f the batch: Pending, Prcessing, Errr r Finished Dcuments t be Batched - displays the remaining dcuments that dn't meet the minimum batch size. Yu must manually create a batch fr these remaining dcuments. Last Successful Run - the date and time stamp f the last successful batch run. Last Errr Reprted - the date and time stamp f the last errr that ccurred. Nte: While yu can make changes t a batch set at any time, created batches are nt updated t include the new prperties. Fr example, if yu created batches with a batch size f 500 but reviewers find this number t large, yu'd have t purge the existing batches, make any changes, and recreate the batches. Any existing data in the riginal batch set is lst when thse batches are purged. 4.3 Deleting a batch set Use the fllwing prcedure t delete a batch set. 1. Click the Batch Set tab. 2. Select the checkbx next t the batch yu want t delete. 3. Select Delete in the mass peratins drp-dwn field, and click G. A cnfirmatin message appears. 4. Click OK. Fr mre infrmatin, see Mass delete n page Checking batches in and ut Any batches yu r anther user created fr yur accunt appear in the Review Batches tab. Yu can cntrl which reviewers see which batches by: Applying views t the batches tab, creating any list f batches yu d like t see. Yu can restrict these views. Securing batch sets, allwing yu t assign permissins t all batches in a batch set. Securing individual batches. Relativity Admin Guide - 34

35 Yu can als restrict the Batches tab s nly wrkspace managers and administratrs can see it. In this mdel, an administratr r a user with Assign Batch permissins wuld need t check ut batches t reviewers as needed. Nte: Yu can allw reviewers t assign batches t ther reviewers by giving them the Assign Batches permissin. Reviewers withut this permissin can nly check ut batches fr themselves. By default, reviewers dn't have this permissin Check a batch ut T check ut batches, perfrm the fllwing steps: 1. Click the Review Batches tab. 2. Click Edit next t the batch yu want t check ut. The Batch Edit pp-up displays. Depending n permissins, yu might see a drp-dwn where yu can select ther users t assign batches t. If the drp-dwn is nt available, yu can nly check ut batches fr yurself. Yu can't check ut batches that anther user has checked ut. 3. Click Check Out t assign the dcuments in the batch t the selected reviewers. Nte: System administratrs can't check ut batches using the Me link. Once yu've assigned batches, the Batch::Assigned T field cntains the reviewer's name Check a batch in T check a batch in after yu're finished wrking, perfrm the fllwing steps: 1. Click the Review Batches tab. 2. Click Edit next t yur batch. The Batch Edit pp-up displays. 3. Select ne f the ptins n the Batch Edit ppup. Depending n permissins, yu might nt see the Reassign T buttn. Check In As Pending - yu can check in the batch as pending fr the assigned user. Check in As Cmpleted - yu can check in the batch as cmpleted fr the assigned user. Reassign T - yu can assign the batch t anther user. Relativity Admin Guide - 35

36 4.5 Building views fr checked-ut dcuments Yu can build views fr a reviewer t access their checked-ut dcuments. Fr mre details abut creating a view, see Views n page 328. Use this prcedure t create a view fr checked-ut dcuments. 1. Click the Views subtab frm the Administratin tab. 2. Click New View. 3. Cmplete the required fields. See Views n page 328 fr details. 4. In the Set Cnditins sectin, chse Batch in the Field drp-dwn list. 5. Click in the Value field. The Batch Criteria Selectr displays. T create a simple view that shws the reviewer their checked-ut dcuments, yu culd create the fllwing cnditins; hwever, yu can make yur cnditins as simple r cmplex as yur wrkflw requires. and Field = Batch::Assigned T Operatr = is lgged in user Field = Batch::Status Operatr = any f these Value = in prgress 6. Click OK. 7. Click Save. 5 Chices Chices are the predetermined values that yu apply t single and multi-chice list fields. With the necessary permissins, users can create chices in bth Admin mde and Wrkspaces mde. In Admin mde, chices are predetermined values applied t pre-wrkspace bjects, such as wrkspaces, clients, and matters. These chices functin the same as chices in Wrkspaces mde. In Wrkspaces mde, yu use chices in cding fields t allw users t recrd decisins n a dcument. Fr example, a Respnsiveness field might have chices like Respnsive, Nt Respnsive, and Nt Sure. 5.1 Creating and editing a chice in Admin mde T create r edit a chice in Admin mde: 1. Click the Chices tab in Admin mde. 2. Click New Chice. If yu want t edit an existing chice, click the Edit link next t the Chice name. 3. Cmplete the fields n the frm. See Fields in Admin mde belw. 4. Click Save Fields in Admin mde View the Chice fields Field - sets the type f Admin mde chice. Yu can select ne f the fllwing ptins: Relativity Admin Guide - 36

37 Case status - chices available in the Status field n wrkspace bjects. Client status - chices available in the Status field n client bjects. dtsearch Index Share Lcatin - chices available in the Index share field n dtsearch index bjects. File lcatin - chices available in the Default file repsitry field n wrkspace bjects. Matter status - chices available in the Status field n matter bjects. Prcessing Surce Lcatin - chices available in the Select surce fr files t prcess field in prcessing set bjects. User type - chices available in the Type field under user infrmatin fr user bjects. Name - the chice value that appears t administratrs. Fr example, if yu want the chice t read "Internal," name it "Internal." Chice names can be up t 200 characters. Order - a number that represents the psitin f the chice in relatin t the field's ther chices. The lwer the number, the higher the psitin n the list. Items that share the same value appear in alphanumeric rder. Pane rder can be any psitive r negative integer, but yu can't use decimals. Nte: We recmmend setting the tab rder by 10's, starting with 10, then 20, 30, etc. Numbering in grups f 10 allws yu t later insert an item int any psitin withut rerdering all items (e.g., 10, 20, 25, 30, 40). 5.2 Creating and editing a chice in Wrkspaces mde T create r edit a chice in Wrkspaces mde: 1. Click the Chices tab in Wrkspaces mde. 2. Click New Chice. If yu want t edit an existing chice, click the Edit link next t the Chice name. 3. Cmplete the fields n the frm. See Fields in Wrkspaces mde belw. 4. Click Save Fields in Wrkspaces mde Field - the single chice r multi-chice list field in which yu want the chice t appear. Name - the chice value that appears t users. Fr example, if yu want the chice t read "Respnsive," name it "Respnsive." Chice names can be up t 200 characters. Order - a number that represents the psitin f the chice in relatin t the field's ther chices. The lwer the number, the higher the psitin n the list. Items that share the same value appear in alphanumeric rder. Pane rder can be any psitive r negative integer, but yu can't use decimals. Nte: We recmmend setting the tab rder by 10's, starting with 10, then 20, 30, etc. Numbering in grups f 10 allws yu t later insert an item int any psitin withut rerdering all items (e.g., 10, 20, 25, 30, 40). Parent chice - allws yu t select a parent chice under which the current chice appears. Be aware that nce yu set yur family f chices and tagged values, editing a parent chice causes incnsistencies. Nte: If yu need t change a parent chice, create a new chice family, mass edit the applicable dcuments, and then remve the ld chice. Relativity Admin Guide - 37

38 Highlight Clr - allws yu t set a highlight clr fr the chice. Fr mre infrmatin abut rightclick tagging viewer text as a chice, see Inline tagging n page 102. Highlight clr ptins appear when creating any chice but are nly applicable t chices added t multi-chice fields. Relativity Applicatins - allws yu t assciate an existing applicatin in yur wrkspace t the new chice, in rder t link t Relativity Dynamic Objects. See Relativity Applicatins n page 25. See the Applicatins sectin in the Admin guide. Keybard Shrtcut - designates a keybard shrtcut fr the dcument chice yu're editing r creating. Yu can use the shrtcut t cde and edit dcuments in the cre reviewer interface. Yu need t be in edit mde befre yu can use keybard shrtcuts fr chices. This setting is nly available fr dcument fields and cnsists f the fllwing checkbxes. Yu have t use CTRL and/r Alt r yu get an <Invalid Keybard Shrtcut> warning next t the Key drp-dwn field: Ctrl - sets the Cntrl key as part f the cmbinatin used t trigger the keybard shrtcut. Alt - sets the Alt key as part f the cmbinatin used t trigger the keybard shrtcut. Shift - sets the shift key as part f the cmbinatin used t trigger the keybard shrtcut. Key - sets the key yu want t use in cmbinatin with the key specified in ne r mre f the checkbxes (Ctrl, Alt, and Shift). 5.3 Remving a chice If yu want t remve a chice frm a field r layut, yu must delete the chice under the Chices tab. Fllw these steps t delete a chice: 1. Click the Chices tab (in Wrkspace mde, this is typically under Administratin). 2. Select the checkbx next t the chice yu want t delete. 3. At the bttm f the screen, select the Checked drp-dwn, and then in the next drp-dwn select Delete. 4. Click G, and then click Delete. The chice deletes frm yur Chices list. 6 Clients Clients are cmpanies r rganizatins. In Relativity, they're linked with assciated users and matters. Relativity Admin Guide - 38

39 6.1 Creating r editing a client T create a client r edit infrmatin fr an existing client, perfrm the fllwing steps: 1. Select the Clients tab and click New Client t create a new client, r click Edit next t the client whse infrmatin yu want t edit. The New Client frm displays. Nte: If yur Clients tab view list des nt cntain the Edit field, yu can add it. 2. Cmplete the fields n the frm. See Fields belw. 3. Click Save Fields The fllwing fields display n the Client Infrmatin frm. Fields in range are required. Name - the name f the client. The name must be between 1 and 50 characters. Client Number - the billing number fr the client. This value must be between 1 and 50 characters. Status - the current status f the client. The default ptins are active r inactive, but yu can add any status value. Use the status value t rganize and display lists f clients using Relativity views. See Views n page Deleting bject dependencies Deleting bject dependencies remves any bject dependencies frm the dcuments r Dynamic Objects yu want t delete. With the delete bject dependencies permissin, yu can frce the deletin f the current bject, which includes deleting its children and unlinking assciative bjects. These actins are required t remve an bject cmpletely when child and assciative relatinships exist. Instead f manually remving dependencies, the frced deletin feature autmatically perfrms these actins fr yu. 7.1 Frce deleting bject dependencies The ptin t delete bject dependencies displays nly when yu have the crrespnding delete bject dependencies security permissin. See the Admin guide fr mre infrmatin n Security permissins. T frce delete ne r mre dcuments r Dynamic Objects: Relativity Admin Guide - 39

40 1. Navigate t the parent r child tab f the bject yu want t delete. 2. T delete a single bject: Click the name f the single bject that yu want t delete, and then click the Delete buttn n the bject details page. 3. T mass delete bjects: Select the items yu want t delete, and select Delete frm the mass peratins menu. Click G. See the Admin guide fr mre infrmatin n Mass delete. 4. Befre frce deleting the bject, yu shuld: View a reprt listing the affected bjects by clicking Dependencies. Fr mre infrmatin, see Displaying and interpreting the dependencies reprt belw. Think abut the fields f the selected bject befre frcing a delete. Fr mre infrmatin, see Cnsidering the fields f frce deleted bjects n the next page. 5. Click Delete t remve the bject and its children, as well as unlink assciative bjects. Nte: If the Delete buttn is disabled, then yu dn't have the security permissin delete bject dependencies. See the Admin guide fr mre infrmatin n Security permissins. 7.2 Displaying and interpreting the dependencies reprt The dependencies reprt helps yu understand hw deleting an bject affects its child and assciative bjects. Yu can run this reprt befre deleting an bject r grup f bjects t determine hw this peratin changes yur wrkspace. The dependencies reprt is available fr wrkspace-level bjects in Relativity, including dcuments. Yu can display this reprt when yu delete a single bject r perfrm a mass delete peratin. T display the dependencies reprt, click the Dependencies buttn in the frce delete dialg windw. If the bject(s) yu're trying t delete desn't have any children r assciative bjects, the Dependencies buttn is disabled. The dependencies reprt generates a list f the bject's child and assciative bjects as well as a cunt f each bject type. Relativity Admin Guide - 40

41 Use Relativity's filter, srt, and page features t manage yur reprt results. Yu can als mass exprt the reprt results t an Excel file. See the Admin guide fr mre infrmatin n Mass exprt t file. A dependency reprt cntains the fllwing fields: Object Type - identifies child and assciative bjects that have a dependency n the selected bject. Actin - displays Delete fr child bjects and Unlink fr mst assciative bjects. When yu frce delete the selected bject, Relativity autmatically perfrms these actins n child and assciative bjects. Nte: T cmplete these actins, yu must have the delete bject dependencies security permissin. Cunt - indicates the number f bject instances fr each bject type dependency n the selected bject. Cnnectin - indicates the type f dependency that exists between the selected bject and the bject type listed in the reprt. 7.3 Cnsidering the fields f frce deleted bjects The dependencies reprt prvides infrmatin abut the relatinship between the selected bject and ther child r assciative bjects. Hwever, it desn't list bjects that reference the fields n the selected bject because they're nt identified as children r linked by assciatin. When yu frce the deletin f an bject, Relativity may mdify the cntent f the bject s fields r delete them. Since ther bjects may reference these fields, make sure that yu have a clear understanding f hw they're used in Relativity. The fllwing examples illustrate hw the frced deletin f an bject affects references t its fields Analytics categrizatin set example When yu create a categrizatin set, Relativity generates a Categry Set Result field, which users can add t searches, views, pivt prfiles, etc. If yu frce delete the categrizatin set, the Categry Set Result field becmes blank. As a result, any saved searches referencing this field are blank, and any views using this field as a cnditin n lnger list it. Relativity Admin Guide - 41

42 Search terms reprts example Relativity generates a Search Terms Results field when yu create a search terms reprt. Yu can use terms frm the search terms reprt t create a persistent highlight set. If yu frce delete the search terms reprt, Relativity als deletes the Search Terms Results field, and the viewer n lnger displays persistent highlights based n the search terms reprt. In this case, the persistent highlight set still references the Search Terms Results field, but it desn't cntain any results. 8 Dcument skip The dcument skip functin allws yu t mre efficiently cde dcuments during review. If yu enable skip, Relativity remves frm the queue any dcument after the current ne that desn't meet the view r saved search criteria. Skip functinality accunts fr changes t dcument criteria. These changes result frm prpagatin t family and duplicate dcuments as well as the actins f ther users in the wrkspace. See Applying prpagatin t dcuments n page 60. The fllwing diagram illustrates basic skip functinality. 8.1 Enabling dcument skip On the user details page, a system administratr can set the skip permissins fr a user. Under user infrmatin, admins can select the fllwing dcument skip ptins: Disabled - Disables dcument skip Frce Enabled - Frces a user t have skip enabled Relativity Admin Guide - 42

43 Enabled - Allws a user t set their wn skip mde If they have dcument skip enabled, users can change their wn skip default preference setting under My Settings: Nrmal - Disabled dcument skip by default Skip - Enables dcument skip by default See Users n page 318 fr mre infrmatin. When skip is enabled, the skip drp-dwn menu appears when yu brwse the results f a view and a saved search. 8.2 Using dcument skip If yu're cding a set f dcuments fr respnsiveness, dcument skip can imprve review efficiency if: Yu've enabled prpagatin t family and duplicates fr respnsiveness, and/r Yu're wrking with ther reviewers t cde the dcuments T use dcument skip during the review prcess: 1. View a subset f dcuments in yur wrkspace that meet certain criteria, such as Respnsive field is nt set. Nte: Either create r select an existing view r saved search. Relativity Admin Guide - 43

44 2. Be sure that the skip drp-dwn menu is set t Skip. If this menu is hidden, then yu prbably dn't have skip enabled. See Enabling dcument skip n page Cde the dcument as Respnsive/Nn-Respnsive. If prpagatin is enabled, its attachments and duplicates are als cded Respnsive/Nn-Respnsive. 4. Click Save & Next t lad the dcument that meets the criteria. Relativity skips family, duplicates, and ther dcuments that n lnger meet the criteria. If yu click Save & Next and nne f the dcuments remaining in the queue still meet the cnditins, yu receive a message Changing skip mde T leave dcument skip mde, take ne f the fllwing actins in the layuts pane. Set the skip drp-dwn menu t Nrmal. Click Save. Click Cancel. Click any f the dcument navigatr arrws. Nte: Yu can change yur dcument skip indicatr between dcuments. If yu leave the dcument review sessin and later return, the skip indicatr returns t yur default. 9 Errrs The Errrs tab in Admin mde shw errrs that have ccurred in the Relativity envirnment. Yu can filter any f the fields t quickly find specific types f errrs. Relativity Admin Guide - 44

45 Yu can als custmize the Errrs tab view t fit yur needs. See Views n page Fields The errrs view may include the fllwing fields: Artifact ID - uniquely identifies each errr. Message - describes the errr. It's the same message the user receives. Timestamp - the exact time at which the errr ccurred. Created By - the name f the user wh received the errr. Errr Surce - the sectin f the applicatin in which the errr ccurred. Server - the server n which the errr ccurred. URL - the URL the user was at when the errr ccurred. 10 Fields Fields stre bject infrmatin, dcument metadata, and cding chices within Relativity. Yu can use fields t display metadata n views and layuts. Yu can als use fields t create assciatins between different bjects in Relativity. Relativity Admin Guide - 45

46 10.1 System fields All Relativity wrkspaces cntain the fllwing system fields: Artifact ID - uniquely identifies all database bjects in Relativity. Batch, Batch::Assigned t, Batch::Batch Set, Batch::Status - stre values related t any dcument batches. Fr mre infrmatin abut batching, see Batches n page 31. Relativity Cmpare - when added t a view, displays the Relativity Cmpare icn. This feature allws yu t cmpare the extracted text f ne dcument t anther. Nte: Relativity Cmpare is particularly useful when wrking with grups f near duplicates r cnceptually similar dcuments. See Viewer n page 336. Cntrl Number - the wrkspace identifier. Yu can rename this field. Extracted Text - stres any full text r OCR text laded int Relativity. It's available fr searching and as a radi buttn in the viewer. FileIcn - an icn representing the dcument s Relativity Native File Type. Flder Name - the name f the flder where the dcument resides. Nte: This is just the lcatin flder, nt the full flder path. Has Images - a yes/n field indicating whether a dcument has images. Has Natives - a yes/n field indicating whether a dcument has natives. Has Inline Tags - a yes/n field indicating whether a dcument has a right-click tag markup. Relativity Image Cunt - the number f nn-prductin images assciated with a dcument. Relativity Native Time Zne Offset - a numeric field that ffsets hw header dates and times appear in the viewer fr s. If the value in this field is blank r 0 fr a dcument, the date and time appears as Crdinated Universal Time (UTC). Yu can enter a whle number in this field, psitive r negative, t ffset the time frm UTC t the lcal time zne. Fr example, if the dcument was frm US Central Time (CST), yu wuld enter -6 in the field, because CST is UTC-6. Nte: The Native Time Zne Offset field cntrls hw the header dates and times fr all messages appear in the viewer. It desn't mdify the actual metadata fields assciated with these values. This field als cntrls the date and time displayed n redacted and highlighted images. It's imprtant t review and adjust the UTC as necessary t avid putting incrrect Relativity Admin Guide - 46

47 time designatins n dcuments yu intend t prduce, as this culd lead t inaccurate prductins. Relativity Native Type - the type f native file laded int the system. The system assigns this value. Supprted by Viewer - a yes/n field indicating whether the viewer supprts the native dcument System Last Mdified On - the date and time at which the dcument was last mdified System Last Mdified By - identifies the user wh last mdified the dcument System Created On - the date and time at which the dcument was created System Created By - identifies the user wh created the dcument <Markup Set Name> - a field created when a user creates a markup set. Its values are: Blank when the dcument has n highlighting r redactins fr the markup set Has Redactins when the dcument has redactins fr the markup set. Has Highlights when the dcument has highlights fr the markup set. <Prductin Name> - a field created when a user creates a prductin. This field stres hw the dcument was added t a prductin. It's either blank r cntains Images Only, Natives Only, r Images and Natives. Prductin Alerts - a yes/n field t warn f any prductin executin prblems 10.2 Creating and editing fields T create a new field r edit an existing ne: 1. Click the Fields tab in yur wrkspace. 2. Click New Field. T edit a field, click the Edit link next t the field's name. Nte: Yu can add an Edit link t yur field list view if it desn't already exist. See Views n page Input and mdify field infrmatin n the field details page. See Fields n field belw. Nte: Yu can't change a field's type after creating the field. See Field types n page Click Save t save the field details Fields n field The fields bject includes the fllwing field sectins: Object Object Type - determines which bject Relativity uses t classify the field. Yu create bject types in the Object Type tab. See Object type details n page 206. Relativity Admin Guide - 47

48 If yu're nt sure which Object Type t select, ask yurself What bject d I want t add infrmatin t? The answer is yur bject type. Fr example, if yu d like yur new field t stre infrmatin abut a dcument, select Dcument. Nte: Yu can create new bjects within Relativity. These Dynamic Objects are securable, nndcument bjects within yur wrkspace. Yu can cnnect bjects t dcuments and t each ther, which allws yu t create pwerful custm applicatins within yur wrkspace. See Relativity bjects verview n page Field infrmatin Name - the field s name. This must be between 1 and 50 characters. Field Type - determines the field s functinality and presentatin. Fr example, a Yes/N field type indicates that the reviewer must chse a value f either Yes r N t edit the field. See Field types n page 55. Length - the length f a fixed-length text field. Defaults t 255 characters. Maximum length is 4,999 characters. Maximum length is 4,000 characters if Unicde enabled. Required - determines whether the user must ppulate the field n a layut with infrmatin in rder t cntinue cding dcuments. This desn't apply when lading wrkspace data. Include in Text Index - adds the field values t the wrkspace s SQL text index. Nte: If a field cntains a string lnger than 32 characters and it desn't cntain a space character (see the Using dtsearch syntax ptins tpic in the Searching Guide.), then dtsearch truncates the string. In such cases, dtsearch indexes nly the first 32 characters f the string. Unicde - allws freign language characters. This value must be set t Yes befre yu can lad any Unicde data int the field. We recmmend keeping this value set t Yes. Identifier - indicates if the field is the wrkspace s unique identifier with a value f Yes r N. By default, this drp-dwn is grayed ut, and yu can't edit it. Available in Viewer - displays the field in the viewer, allwing the user t check text against the riginal dcument r image. This setting is nly editable fr lng text fields with a Dcument bject type. If set t Yes, the field is available in a drp-dwn n the Extracted Text setting in the viewer. Relativity Admin Guide - 48

49 Nte: This field isn't available if the user desn't have permissin t access it. Cpies f reflected fields aren't available in this drp-dwn menu. Empty lng text fields are available in the viewer; when an empty field is selected, the viewer displays a blank page. Available in Field Tree - places the field and its chices in the Field Tree brwser. Defaults t N. Editable fr Dcument bject type fields when the field type is single chice, multiple chice, single bject, r multiple bject. Editable fr nn-dcument bject type fields when the field type is single chice r multiple chice. Field Tree View - determines the values and the rder in which they're displayed in the field tree. It als determines the views displayed in the pickers when yu set cnditins fr searches and views. T select a view, the field must be single bject r multiple bject. When Available in Field Tree is N, this prperty is disabled. When Available in Field Tree is Yes, this prperty reflects the default value f <All Items>. When yu select a view fr Field Tree View, Relativity respects the srt rder f that view. If n srt rder is defined, it's srted by Artifact ID. If yu chse search terms reprts as the assciated bject type and yu're adding the field t the Field Tree View, nly search term reprt items with a status f Cmpleted appear in the field tree. The Field Tree View prperty includes tw icns: allws yu t edit the view by pening Cnditins (Step 3 f 4) in the view wizard. allws yu t create a new view frm Basic Infrmatin (Step 1 f 4) f the view wizard. See Views n page 328. Nte: Fr Field Tree View, yu can select any view yu have rights t see. Hwever, yu'll receive a warning when attempting t save the field if the selected view is persnal. If yu edit the view selected as the Field Tree View, yu'll receive a warning when attempting t save it as a persnal view. Allw HTML - indicates whether r nt t allw HTML cde t execute within the field. Yes - executes the cde when the view displays the field. N - displays the field as plain text. Nte: Using allw HTML, yu can cnfigure Relativity t thrw an alert when the field appears in a view r layut. See Adding HTML alerts and links n page 58. Frmatting - determines the field s frmat and nly applies t the fllwing fields: Date - Date displays nly the date, while Date Time displays the date and time. Whle Number - Nne displays the value as a string f numbers, while Integer displays it with cmmas separating each grup f three digits. Open t Assciatins - determines whether an bject field can display its infrmatin n an assciated bject field. Relativity Admin Guide - 49

50 When yu pen a field t assciatin, that field s infrmatin is viewable and editable n an assciative list fund n the bject with which yu assciate it. Fr example, yu have tw assciated bjects: Custdian and Cmpany. Yu want t add a field called Address t hld addresses n the Cmpany bject and t display addresses n a Custdian. T d this, create a new field with an bject type f Cmpany and set the Open t Assciatins field t Yes. This creates tw fields: a Cmpany bject field called Address and a Cmpany::Address field n the Custdian bject. Nte: Fields that are pen t assciatin are smetimes referred t as reflective fields Prpagatin The Prpagate t prperty frces a cding value t a specified grup f related items. See Applying prpagatin t dcuments n page 60. T enable prpagatin, select ne r mre f the Prpagate t check bxes. The available ptins depend n the relatinal fields set fr the wrkspace List prperties List prperties cntrl hw an item appears in a view. Views are lists f items in Relativity. See Views n page 328. Linked - sets the field as a hyperlink. In the example belw, the Date field was set t Linked: Yes. As a result, date is a hyperlink in the view. Clicking the date entry launches the dcument AS in the viewer. Similarly, clicking any link within the dcument als launches the dcument in the viewer. Relativity Admin Guide - 50

51 Filter Type - determines type f filter available fr the field. Nne - disables filtering n the field. List - displays a drp-dwn list f all the field s values in the wrkspace. Users can select nly ne f the values. There can be up t 255 items present in this type f filter. If yu exceed 255 items, the filter type dwngrades t a textbx filter and writes an errr in the Errr Lg. Nte: Only use the List filter type fr single-chice lists and Yes/N fields. Applying list filters t ther fields may severely impact system perfrmance. TextBx - displays a textbx that a user can query fr text. Yu can use search peratrs in the filter bx. See Filters in the Searching guide. Multi-List - displays a list fr a user t select ne r mre fields n which t filter. Blean - displays Blean chices fr the field, allwing users t select ne ptin. CustmOnly (Advanced) - allws yu t search with multiple search terms and peratrs. The peratrs shwn in the fllwing screensht are used fr fixed-length text fields. Different peratrs display depending n the field type. Relativity Admin Guide - 51

52 Ppup - displays a ppup picker where yu can select values t use while filtering a list r mdifying criteria in a saved search r view. Yu can access these ppup pickers frm layuts, field filters (thrugh a Select... buttn), view cnditins, advanced search cnditins, and the mass edit windw. access this picker via the Check and Uncheck buttns next t the field name. Fr mre infrmatin, see Mass edit n page 138. Nte: In the ppup picker view drp-dwn field, yu can select any view yu have rights t see. Hwever, yu receive a warning when attempting t save the field if the selected ppup picker view is a persnal view. In additin, if yu edit the view that's selected as the ppup picker view, yu receive a warning when attempting t save it as a persnal view. Depending n the type f field yu're creating, nly certain filters are available. Filter Field types List Fixed-length text, whle number, decimal, currency, single chice, multiple chice, user TextBx Fixed-length text, lng text, date, whle number, decimal, currency, bject Multi-List Single chice and multiple chice Blean Yes/N Custm Only Fixed-length text, date, whle number, decimal, and currency Ppup Single bject, multiple bject, single chice, and multiple chice Ppup Picker View - allws yu t define the items available in the ppup picker view. This prperty is enabled nly when yu select Ppup the filter type. By default, <All Items> is the ppup picker view cnditin. Allw Srt/Tally - allws yu t srt dcument lists based n the field. Width - the width (in pixels) f the clumn in the view. T accept Relativity s default, leave this field blank. Nte: When yu create a Yes r N field, set the width t 30 pixels fr the ptimum clumn size. Wrapping - tggles text wrapping fr the field. Yes - wraps all f a field s text, displaying the cntents n multiple lines. N - the field extends as far right as necessary within the screen t display the text. Allw Grup By - if set t yes, makes the field available t grup by when using pivt. Allw Pivt - if set t yes, makes the field available t pivt n. Fr mre infrmatin, see Pivt n page Yes/N field display values Displays different values fr Yes/N fields in the database. Relativity Admin Guide - 52

53 Yu can edit these display values n any Yes/N field type. Previusly-tagged items will update t the new value Relatinal field prperties Yu can make a fixed-length text fields relatinal. A relatinal field is used t identify a grup f related dcuments, such as families, duplicates, r near duplicates. Fr example, MD5 Hash is cmmnly used t identify duplicates. The relatinal fields includes the fllwing prperties: Relatinal - if set t Yes, identifies the field as relatinal. Once set t Yes, the Friendly Name, Imprt Behavir, and Order fields becme required in rder t save the field. Nte: Yu can nly set relatinal field prperties n fixed-length text fields that dn't exceed 450 characters. Friendly Name - a label fr the relatinal field that users can easily understand. Fr example, yu culd change the relatinal MD5 Hash field t Duplicates, since it's used t grup cpies f the same dcument. This name displays in the Include Related Dcuments menu in wrkspaces and in the Related Items pane. Imprt Behavir - cntrls hw blank values are handled when imprting thrugh the Relativity Desktp Client. Depending n hw yur vendr prcesses these grup identifiers, the relatinal field n the parent dcument may be blank. Select an ptin t determine hw blank fields are imprted: Leave blank values unchanged - Relativity imprts the fields with blank values. Replace blank values with identifier - Relativity updates the blank relatinal field with an identifier value. Nte: When yu append dcuments thrugh the Relativity Desktp Client with a relatinal field s Imprt Behavir set t Replace blank values with identifier, blank values are replaced n that relatinal field even if it's nt mapped t a lad file field. The same actin ccurs when yu imprt blank values mapped t the relatinal value using an verlay. Pane Icn - allws yu t select and uplad an icn fr display in the Related Items pane f the cre reviewer interface. Users can click n the icn t display a list f items gruped by this relatinal field. Yu can dwnlad the Relatinal Field Icns.zip prvided by kcura, r yu can uplad a custm icn. Icns shuldn't exceed 16 x 16 pixels. Order - cntrls the pane icn rder n the bttm f the Related Items pane. Use the fllwing guidelines: Relativity Admin Guide - 53

54 Icns with lw rder numbers appear t the left. Icns with the same rder number are srted alphanumerically. The rder number can be any psitive r negative integer. We recmmend using grups f 10 (such as 10, 20, and 30), s yu can easily insert a new icn withut having t rerder existing nes. Yu can use the View Order buttn t see hw icns are currently rdered in the Related Items pane. The Order Reference windw displays the leftmst icn at the tp f the list. Relatinal View - cntrls the view that appears in the Related Items pane. Shared values in this field determine the dcuments the view displays. This field cntains and icns, which allw yu t edit the selected view r create a new view. Nte: Yu can't select a view that cntains cnditins r add/edit cnditins t a view referenced by a relatinal field. Yu als can't make a relatinal view persnal Keybard shrtcut Keybard shrtcut allws yu t define a keybard shrtcut fr the dcument field yu're editing r creating. Yu can then use this shrtcut t cde and edit dcuments in the cre reviewer interface. This setting is available nly fr dcument fields. Yu can use the fllwing key ptins t define the shrtcut trigger. Yu must use Ctrl and/r Alt, and the wrkspace can't have duplicate keybard shrtcuts. Ctrl - designates the Cntrl key t wrk in cmbinatin any ther keys yu specify. Alt - designates the Alt key t wrk in cmbinatin with the key yu specify. Shift - designates the Shift key t wrk in cmbinatin with the key yu specify. Key - designates the letter r number t use in cmbinatin with the ther specified keys. Fr a list f shrtcuts reserved fr Internet Explrer, see Keybard shrtcuts n page 106. Nte: Yu can mdify the key cmbinatins fr system keybard shrtcuts if yu have the Mdify System Keybard Shrtcuts security permissin. Fr mre infrmatin, see Creating keybard shrtcuts n page Relativity applicatins Relativity Applicatins - allws yu t assciate the field with an applicatin. Click t select an existing applicatin. This ptin is nly available fr thse wh have the Manage Relativity Applicatins permissin. See Security. Relativity Admin Guide - 54

55 Aut Add Chices - adds all chices assciated with a single r multiple chice field t an applicatin. This prperty nly applies t single and multiple chice fields. Nte: If yu're changing this prperty frm N t Yes and the field has already been added t applicatins in yur wrkspace, the chices aren't added until yu re-add the field t each applicatin. The Relativity Applicatins prperty in this sectin lists each applicatin t which this field is currently assigned Field types Relativity supprts the fllwing field types: Fixed-length text The fixed-length text field type is a text field with a limited length. Fixed-length text types allw fr a maximum f 4,999 characters, and a maximum f 4,000 characters if Unicde enabled. Fields set t mre than 500 characters can hurt system perfrmance. The sum f all fixed-length text fields fr any individual bject shuld be n larger than 8,060 bytes. T see hw many f yur 8,060 bytes remain, g t the Object Type tab and select the Dcument bject. The cntrl panel sectin displays remaining bytes in the usage field. Examples: frm, subject Lng text The lng text field type is a text field that allws fr mre than 4,999 characters. The technical limitatin f a lng text field is 2 GB, but Relativity usually defaults t streaming nly files smaller than 50 MB. T mdify this default setting, see the Cnfiguratin table guide. Examples: t, Full text Date Date The date field type stres the date r date and time. Dates must be in a valid frmat. Fr example, 01/00/2000 isn't valid. Attempting t lad an invalid date prduces an errr. Relativity accepts many frmats, including SQL-accepted frmats that match yur SQL server s reginal settings. Hwever, the date displays as mm/dd/yyyy fr the US r dd/mm/yyyy fr the UK. When entering a date field, yu can use the picker t chse frm a calendar r enter a date directly in the field. Example: sent date Whle number The whle number field type stres any natural numbers r their negatives. Relativity Admin Guide - 55

56 This value can't exceed In ther wrds, 2,147,483,648 and higher is invalid. Example: Page cunt Decimal The decimal field type stres numeric values that may include decimals. This type allws fr a maximum f 15 digits befre the decimal and tw digits after the decimal. Example: Percentage Currency The currency field type stres numeric values in a currency frmat. It allws fr a maximum f 10 digits. The frmat is set based n the settings f the SQL server hsting Relativity. Example: Amunt sld Yes/N The Yes/N field type accepts ne f tw values. The default values are Yes and N. Yu can edit the display values in the Yes/N display values sectin. See Fields n field n page 47. Example: Reviewed Yes/N fields are useful, but they cme with imprtant caveats: Searching fr Yes/N fields that are displayed as check bxes can be difficult because a check bx nly displays as checked r unchecked hwever, a Yes /N field has three ptential values: Yes, N, r Null. Because f the ptential difficulties, deciding t display a Yes/N field as a drp-dwn can make searching easier as a review prcess Single chice The single chice field type prvides a predetermined set f values called chices. Yu can chse nly ne value. Example: Respnsiveness Multiple chice The multiple chice field type prvides a predetermined set f values called chices. Yu can chse multiple chices, and chices may be nested. Example: Issues User The user field type cntains users with rights t the current wrkspace. Depending n the functin f the field, yu can filter the list f users t display nly members f certain grups. Examples: On layut - displays nn-admins On review batch - displays nn-admins Relativity Admin Guide - 56

57 Owner f a saved search - displays system admins and ther grup members Saved search cnditin - displays system admins and ther grup members File The file field type allws yu t uplad a file fr a nn-dcument bject. When yu add a file field, Relativity autmatically creates file size, file icn, and text fields fr the bject. Nte: Relativity prhibits users frm uplading certain file types t file fields. The RestrictedNativeFileTypes cnfiguratin table value defines the prhibited file types. See Cnfiguratin table guide Single bject The single bject field type defines a ne-t-many relatinship between tw bjects. Yu add a single bject field n the selected bject under the Object Type ptin. Yu can then create a ne-t-many relatinship with the selected bject using the Assciative Object Type ptin. Fr example, yu culd use a single bject field called Sender Dmain t create a relatinship between messages and the dmains f their senders. Yu add the Sender Dmain field t a Dcument bject and assciate it with a Dmain bject. By ding s, yu used a single bject field t create a ne-t-many relatinship, since each message can riginate frm nly ne dmain, but many different dmain ptins are available Multiple bject The multiple bject field type defines a many-t-many relatinship between tw bjects. Yu add the Multiple Object field n the selected bject under the Object Type ptin. Yu can then create a many-tmany relatinship with the bject selected in the Assciative Object Type ptin. Fr example, yu culd use a multiple bject field called Recipient Dmains t create a relatinship between available dmains and the recipient dmains frm messages. Yu add the Recipient Dmains field n a Dcument bject and assciate it with a Dmain bject. By ding s: Yu used a multiple bject field t create a many-t-many relatinship, since yu can have multiple dmains, and each recipient f an message can have a different dmain. Relativity autmatically creates tw fields when yu define Multiple Object field type. The first Recipient Dmains field has a Dcument bject type. The secnd Recipient Dmains field represents the relatinship between the Recipient Dmains bject type and the Dmain assciative bject type. Relativity Admin Guide - 57

58 Nte: The Assigned t field displays user infrmatin in the frmat "last name, first name." Yu must use the user's address when lading this field in Relativity. Fr example, yu wuld lad a user named Jhn Smith as jhnsmith@example.cm Assciative Object Type The assciative bject type is an bject that the single bject r multiple bject field type uses t create a relatinship. The bjects selected in the Object Type and Field Type ptins determine the available assciative bject types Fields and perfrmance Field cnfiguratin can dramatically impact database perfrmance. Use the fllwing guidelines t imprve field efficiency: Set fixed-length text fields t the minimum size needed and t n mre than 400 characters. Stre chice data in single r multiple chice fields if pssible. Use separate bjects t stre repetitive cntent when pssible. Set up fields as Unicde in advance because the system will have t re-index a field if the change is made fllwing data lad. Only include fields in the text index when it's truly necessary t d s Adding HTML alerts and links If yu create a field with the Allw HTML value set t Yes, yu can cnfigure Relativity t thrw an alert when a dcument is pened. Fr example, yu may want t alert a user that the dcument cntains cmments r tracked changes t ensure that the dcument is reviewed in bth its riginal and edited state. Nte: When sending data ut fr prcessing, yu can request a Yes/N field be created t indicate if a dcument has cmments r tracked changes. This allws yu t search fr these dcuments in Relativity t apply an alert message. Relativity Admin Guide - 58

59 Adding an alert t a layut T add an HTML alert field t an existing layut: 1. Create a new field with a field type f Lng text. See Creating and editing fields n page Set Allw HTML field t Yes. Finish editing the field, and click Save. 3. Open the details page f the existing layut, and click Build Layut. 4. Select Add Field next t the categry in which yu want the alert t appear. 5. Chse the Alert field. Set Read Only t Yes, and leave all ther fields as default. Click Save t update the layut. 6. Lcate the dcuments yu want assciated with an HTML alert (thse with cmments r tracked changes, as indicated by yur vendr). Yu may want t create a Saved Search based n these dcuments. In the mass peratin bar, select All and Replace. Click G. 7. In the mass replace frm, select yur field frm the drp-dwn and then the actin Replace Entire Field. Enter the HTML alert script in the Text bx. Use the fllwing script as an example: <script>alert('dcument cntains tracked changes and cmments. Please be sure t view the dcument with the native applicatin.');</script> Click Save. The field is replaced with the HTML text data alert, which appears when viewing the dcument Adding a link t a layut Yu can als use an Allw HTML enabled field n a layut t search thrugh the active dcument fr all ccurrences f a specific phrase. Add the field t the layut and then insert the fllwing text: <a class="dcumentfieldslink"nclick="tp.dcumentviewer.searchfrterm('x');">x</a> Replace x in the abve statement with yur term r phrase. Relativity displays yur term highlighted n the layut. Clicking n the term cycles thrugh the dcument, highlighting the hits. The example belw used the term "Reliant." Relativity Admin Guide - 59

60 10.7 Applying prpagatin t dcuments The prpagatin functin can help enhance yur dcument review wrkflw, especially when implemented in a larger wrkspace, since it saves time spent cding related dcuments. Fr example, yu can tag a dcument as Respnsive and have the value prpagate t that dcument s family members. When yu cde a dcument as relatinal, the prpagatin functin autmatically cdes related dcuments with the same value. Click Save r Save & Next in the layut t apply the field prpagatin rules. Nte: Prpagatin wrks n all dcument bject field types. Assciative Object Lists d nt with prpagatin. Prpagatin desn't cascade r cause chain reactins, meaning that nly the dcuments in the saved dcument s grups receive the prpagated values. Fr example, if yu create a respnsiveness field t prpagate bth family and duplicates, and yu cde a parent as Respnsive, these actins ccur: Family prpagatin - cdes child attachments as respnsive Duplicate prpagatin - cdes duplicate s f the parent as respnsive Duplicates f the child attachments aren't cded as respnsive. This actin wuld be a Duplicate prpagatin triggered by Family prpagatin Prpagating t dcuments in multiple grups When yu cde a dcument that's a member f multiple related grups fr example, Duplicates and Families it's imprtant t understand hw cding decisins prpagate in specific scenaris. Nte: If yu enable dcument skip, Relativity skips dcuments that meet the view's cnditin. This helps expedite the review prcess. See Dcument skip n page 42. The fllwing scenaris illustrate hw prpagatin applies t a set f dcuments. Assume that prpagatin is active fr bth Families and Duplicates. Relativity Admin Guide - 60

61 There are tw families: AS AS TS TS Within these families, tw dcuments are duplicates: AS TS Cding AS as Respnsive wuld tag nly the family, shwn in blue. Cding AS as Respnsive wuld tag the family, and the duplicate, shwn in blue. Mass editing AS and AS as Respnsive wuld tag nly the family, shwn in blue. Relativity Admin Guide - 61

62 Mass editing AS and AS as Respnsive wuld tag the family and the duplicate, shwn in blue. Mass editing AS and TS as Respnsive wuld tag all f the listed dcuments. Nte: By default, Relativity prvides n warning when prpagatin is being applied. We recmmend adding a text bx t affected layuts t indicate when prpagatin is enabled. 11 Filters Filtering prvides a fast and easy way t search fr items in a list in Relativity. Yu can use filters t search fr values in the fields displayed n the active view and acrss all recrds available in the searchable set. Filters are available fr item lists displayed n tabs and ppup windws. The field type assciated with each clumn determines the available filter types, such as textbxes, ppup pickers, and drp-dwn lists. Yu dn't need any specific security permissins t use filtering; simply g t the item list r tab where yu want t use it. Relativity Admin Guide - 62

63 11.1 Using filters The fllwing filter buttns display abve item lists in Relativity: Shw/Hide filters - Activates the filters fr an item list, displaying a filtering ptin at the tp f each clumn. Hides filtering ptins at the tp f the list clumns if filtering ptins are available. Yur filter settings remain unchanged. Save as search - Allws yu t save the filter cnditins as a saved search and prvide a meaningful name fr the saved search. Clear all - Remves the current filter settings. This ptin is nly available after yu set a filter. The filter type determines the steps required t set the search criteria that it uses. Nte: When yu create r edit a field, yu can select its Filter Type. See Fields in the Admin guide. T activate the filter ptins at the tp f each clumn in the item list, click the example, the active filters display n the Dcuments tab. icn. In the fllwing Yu can use filters t narrw yur searchable set, allwing yu t brwse thrugh the key dcuments in the viewer. Fr example, let s say yur wrkspace is 120,000 recrds and yu d like t see dcuments EN thrugh EN T return thse dcuments, click in the navigatin bar, enter EN BETWEEN EN in the identifier field and hit Enter. The results becme yur searching set, allwing yu t brwse the dcuments. Befre defining a new search filter thugh, click t remve the previus settings. Fr example, say yu create a filter n the Privileged field, but nw want t search nly by the Custdian field. If yu dn't clear the filter, Relativity filters yur dcuments by bth the Privileged and Custdian fields, and yur result set may include mre dcuments than yu expect. See Filter types belw and Textbx filter search examples n page 69 fr mre infrmatin n using filters. Relativity Admin Guide - 63

64 Changing item sets per page Yu can use the set selectr menu t change the number f items that appear per page. The set selectr menu appears at the bttm f the screen. The ptin yu select remains the default setting during yur sessin until yu select anther ptin Saving filters as a search T save yur filtered item set as a saved search: 1. Click t pen the Save Search windw. 2. Enter the saved search name. 3. Select the flder in which yu want t put the saved search. 4. Click Save Filter types Relativity includes the fllwing filter types: Blean filters Blean filters are available nly n Yes/N field types. T use a Blean filter, click the drp-dwn arrw and select Yes, N, r Blank frm the list. In the fllwing example, setting the filter t N displays nly dcuments that dn't have native files. If selected, Blank displays nly items that dn't have the a Yes r N value assigned t the Blean field. Relativity Admin Guide - 64

65 Custm nly The CustmOnly filter allws yu t set filtering criteria using a cmbinatin f advanced and Blean peratrs. T use a CustmOnly filter, click the drp-dwn arrw and select (Advanced...) t display a ppup with filtering ptins. The field type determines the peratrs available in the ppup. T create a search criterin, select an peratr frm the drp-dwn bx, and enter a value in the textbx. Yu can cnnect tw search criteria with the AND r OR peratrs. Click OK t set the filter. Yu can mdify the filter by selecting (Change Advanced...) in the drp-dwn menu. Relativity Admin Guide - 65

66 List filters List filters are frequently assciated with fields used fr cding dcuments. The cnditins displayed in the drp-dwn fr this filter vary by the type and purpse f the assciated field. Fr example, a field called Respnsiveness might have the filter cnditins f Respnsive, Nt Respnsive, r Nt Sure. Similar t Blean filters, yu nly filter n ne cnditin at a time. In this example, if yu select the Unsure cnditin, then nly dcuments that have been cded with this value will display in the item list MultiList filters Using MultiList filters, yu can select multiple cnditins frm a drp-dwn menu and cnnect them with the OR r AND peratr. These filters are frequently assciated with fields used fr cding dcuments, and their cnditins vary by the type and purpse f the field. T apply a MultiList filter, click the drp-dwn arrw t display the cnditins list. Select the cnditins that yu want t filter n, and deselect thse that yu dn't want t filter n. Select the OR t set the filter t return items with all f the specified cnditins, r select AND t set the filter t return items with ne r mre f the specified cnditins. Nte: Selecting the (Nt Set) cnditin returns fields that dn't have a value assigned fr the field. Click Set t display nly the items that meet the filter cnditins. Relativity Admin Guide - 66

67 Clear the (Shw All) checkbx t remve all selected cnditins Ppup picker filters Using the ppup picker filter, yu can select values fr multiple/single chice fields r multiple/single bject fields. T select items in the ppup picker, click the Select buttn. Select ne r mre items in the Available Items list. Relativity Admin Guide - 67

68 Click Add t mve the items t the Selected Items list. Nte: T remve an item frm the Selected Items list, select it and click Remve. It shuld nw appear in the Available Items list. Click Set t display nly the items that meet the filter cnditins. The items nw appear in the Value bx in the search frm Textbx filters Yu can use textbx filters t search n specific terms, numbers, and dates. Yu can enter ne r mre terms in the textbx and cnnect multiple terms with any f the fllwing peratrs: AND OR BETWEEN = (equal) >= (greater than r equal t) <= (less than r equal t) When entering terms and peratrs in a textbx filter, yu must use the prper syntax. See Textbx filter search examples n the next page fr mre infrmatin. Relativity Admin Guide - 68

69 The textbx filter treats each search term as if it were preceded and fllwed by a wildcard (*) and returns all versins f the term. Nte: Dn't add an asterisk (*) t the beginning r ending f a search term. The filter wn't return any results if yu use this peratr Textbx filter search examples Yu can perfrm text searches using Blean peratrs as well as filter alphabetically r numerically using greater than (>) r equal t (=) and ther peratrs Blean and ther search peratrs The fllwing table lists examples f valid search strings using Blean and ther peratrs. Valid search strings Returns items where cubs OR sx ([FIELD VALUE] like '*cubs*') OR ([FIELD VALUE] like '*sx*') cubs AND sx ([FIELD VALUE] like '*cubs*') AND ([FIELD VALUE] like '*sx*') cubs OR sx AND kcura ([FIELD VALUE] like '*cubs*') OR ([FIELD VALUE] like '*sx*') AND ([FIELD VALUE] like '*kcura*') percent sign ( % ) Use this peratr t check whether the field is set t a value. It behaves like the "Is like" peratr in a query. underscre ( _ ) Wildcard fr a missing character. Dn't use the underscre t check if a field is set t a value; it's slwer and mre resurce-intensive than using the percent sign (%). = with term Returns an exact phrase. cubs sx Returns the exact phrase (that is, the wrd "cubs" fllwed by a space and the wrd "sx"). The fllwing table shws examples f invalid search strings. Invalid search strings Descriptin cubs AND The AND peratr requires a right search term. cubs OR The OR peratr requires a right search term. AND cubs The AND peratr requires a left search term. OR cubs The OR peratr requires a left search term Alphabetical filtering The fllwing table lists examples f valid search strings yu can use t filter text alphabetically. Alphabetical filtering Returns items where >= cubs [FIELD VALUE] >= 'cubs' Relativity Admin Guide - 69

70 Alphabetical filtering Returns items where <= cubs [FIELD VALUE] <= 'cubs' = cubs [FIELD VALUE] = 'cubs' = cubs AND sx [FIELD VALUE] = 'cubs AND sx' cubs BETWEEN sx ([FIELD VALUE] >= 'cubs') AND ([FIELD VALUE] <= 'sx') kcura and cubs BETWEEN sx ([FIELD VALUE] >= 'kcura and cubs') AND ([FIELD VALUE] <= 'sx') The search string >= cubs is invalid because yu can't use the greater than r equal t peratr with characters Dates and numbers The fllwing table lists examples f valid date and number searches, as well as the expected result set. Valid search strings Returns items where >= 7/24/2008 [FIELD VALUE] >= '7/24/2008' <= 7/24/2008 [FIELD VALUE] < '7/25/2008' = 7/24/2008 ([FIELD VALUE] >= '7/24/2008') AND ([FIELD VALUE] < '7/25/2008') >= 07/27/2008 1:23 PM [FIELD VALUE] >= '07/27/2008 1:23 PM' <= 07/27/2008 1:23 PM [FIELD VALUE] <= '07/27/2008 1:23 PM' = 07/27/2008 1:23 PM [FIELD VALUE] = '07/27/2008 1:23 PM' 7/24/2008 BETWEEN 8/24/2008 ([FIELD VALUE] >= '7/24/2008') AND ([FIELD VALUE] < '8/25/2008') 7/24/2008 1:23 PM BETWEEN 8/24/2008 3:45 PM ([FIELD VALUE] >= '7/24/2008 1:23 PM') AND ([FIELD VALUE] <= '8/24/2008 3:45 PM') 7/24/2008 BETWEEN 8/24/2008 ([FIELD VALUE] >= '7/24/2008') AND ([FIELD VALUE] <'8/25/2008') 07/27/2008 ([FIELD VALUE] >= '07/27/2008') AND ([FIELD VALUE] < '7/28/2008') >= 100 [FIELD VALUE] >= '100' <= 100 [FIELD VALUE] <= '100' = 100 [FIELD VALUE] = '100' The fllwing table includes examples f invalid data and number search strings. Invalid search strings Descriptin > 7/24/2008 The equal sign must be used with the greater than peratr (as in >=). < 7/24/2008 The equal sign must be used with the less than peratr (as in <=). >= 0/24/2008 The search string includes the value 0 fr the mnth. = 0/24/2008 The search string includes the value 0 fr the mnth. 0/24/2008 BETWEEN 8/24/2008 The search string includes the value 0 fr the mnth in the starting date. 7/24/2008 BETWEEN 0/24/2008 The search string includes the value 0 fr the mnth in the ending date. 12 Grups Grups allw yu t rganize users in Relativity. A user can be a member f ne r mre grups. Yu add grups t wrkspaces and set permissins per grup n a wrkspace-by-wrkspace basis. Relativity Admin Guide - 70

71 12.1 System grups Relativity wrkspaces include the fllwing default system grups: Everyne - All users are a member f the everyne grup. In Admin mde, system administratrs can manage the permissins all users have n system level views and scripts. System Administratrs - Relativity system administratrs have rights t see every item in a Relativity envirnment. Administratrs have access t Admin mde, which allws them t create and edit new clients, matters, users, grups and views, amng ther capabilities. Relativity Script Admins - Relativity script admins have the fllwing script and applicatins-related permissins: view, run, preview (lcked and unlcked scripts), create/write, edit, link, and imprt applicatins. See Relativity Applicatins n page 25. Nte: Regardless f permissins, system administratrs can't edit lcked scripts. System administratrs aren't autmatically members f the script admins grup. Hwever, a user must be a member f the system administratrs grup befre being added t the Relativity script admins grup. The fllwing table shws script permissins fr each grup. Script Admin System Admin Standard User *With view rights **With add rights Lcked Script Lcked Script Unlcked Script Unlcked Script View Run Edit Preview Edit Preview Write Link a a a a a a a a a a a* a* a** 12.2 Creating and editing grups T create a new grup r edit an existing grup: Relativity Admin Guide - 71

72 1. Click the Grups tab in Admin mde. 2. Click New Grup. T edit grup infrmatin, click the Edit link next t an existing grup name. Nte: If yur grups list desn't shw Edit links, edit the All Grups view t display the Edit link. See Views n page On the grup details page, add r edit the fields. See Fields belw fr details. 4. Click Save t save the grup infrmatin. The grup details page displays a list f users added t the grup as well as grup-accessible wrkspaces. Fr mre infrmatin, see Adding users t grups n the next page and Security permissins n page Fields The grups bject cntains the fllwing fields: Relativity Admin Guide - 72

73 Name - the grup s name, which is the nly required field fr creating a grup. This field must be between 1 and 50 characters. Nte: As yur Relativity envirnment grws, arbitrary grup names like "Grup 1" can prduce a cnfusing administrative wrkflw. Name each grup accrding t their purpse and permissin level, such as "ACME C. Reviewer" and "ABC Crp. Administratrs." Keywrds - an ptinal field where extra grup infrmatin may be recrded. Ntes - an ptinal field where extra grup infrmatin may be recrded Adding users t grups Yu can add and/r remve users frm grups frm either the grup details page r the user details page. The prcedure is the same fr bth. T add users t grups frm the grup details (user details) page: 1. In Admin mde, click the Grups tab (Users tab). 2. Click the grup s name link (user's name link). 3. Use the Add and Remve buttns at the bttm f the page t mdify user membership in varius Relativity Admin Guide - 73

74 grups in the envirnment. 13 Histry On the Histry tab, yu can view the actins f users thrughut the wrkspace. Relativity has a cmprehensive audit system that lgs actins that users perfrm, bject types, timestamps, and ther details. This tab als includes views and filters t help yu navigate thrugh the audit recrds. Nte: When yu view a dcument in the Cre Reviewer Interface, yu can display its histry in the related items pane by selecting the Dcument Histry icn Histry view fields Yu can custmize the views available n the Histry tab r create new views as necessary. The Histry tab includes pre-cnfigured views fr recently updated dcuments, lng running queries, and imaging histry, which yu can mdify. The fllwing fields are available in views n this tab: Actin - the user activity captured in the audit recrd. Artifact ID - the artifact ID f the audit actin. Details - the detailed descriptin f the audit actin. Relativity Admin Guide - 74

75 Executin time - the length f time in millisecnds fr a dcument query t run. ID - the identifier fr the audited item; each tracked actin has its wn unique identifier. Name - the name f the bject. Object type - the type f bject. Request riginatin - the cnnectin details fr the user that sent the change request. Timestamp - the date and time when the audit actin ccurred. User name - the user wh initiated the actin. Yu can exprt the cntents f a view t Excel using at the tp f the screen. Only the currently-laded recrds are included in the Excel file. Fr example, in the fllwing wrkspace, nly 1,000 recrds wuld be included instead f the full 6,905 recrds. Sme features' histry views are mre detailed. Fr mre infrmatin, see Saved search histry in the Searching Guide. Fr mre infrmatin n imaging histry, see Imaging histry n page Filters n the Histry tab On the Histry tab, yu can search fr specific audit recrds by using filters just as yu wuld n ther tabs. Fr mre infrmatin n filtering, see Filters in the Searching Guide. Yu can als search fr chice values using the Details Filter. Actins related t field chices are recrded using Artifact ID. T display the Artifact ID fr chice values, click the Chice Legend icn in the view bar. On the Chice Legend ppup, yu can search fr chices in the wrkspace, their artifact IDs, and their assciated fields. Yu can then enter Artifact ID listed fr a chice value in the Details Filter and filter the audit Relativity Admin Guide - 75

76 recrds. Fr example, yu wuld use the Artifact ID t filter n the Issue chice "Really Ht." Nte: Yu can als use views t filter audit recrds. See Histry view fields n page Audited actins The fllwing table lists audited actins in Relativity: Actin name CaseMap - Add Dcument CaseMap - Add Fact Create Delete Dcument Query Exprt Images - Created Images - Created fr Prductin Images - Deleted Imprt Markup - Image - Created Markup - Image - Deleted Markup - Image - Mdified Markup - Native - Descriptin f activity A dcument was sent t CaseMap. A selectin f text frm the viewer was sent t CaseMap as a fact. An item was created. An item was deleted. A query was run n a list f dcuments, r a dcument query was canceled. (A message indicating that a query was canceled is displayed in the details and n the Query Text pp-up.) The cntents f a prductin set, saved search, flder, r subflder were exprted. Images were created. Images crrespnding t a prductin utside f Relativity were imprted int the system. Images were deleted. Cntent assciated with a lad, prductin, r image file was imprted. Redactins r highlights were added t an image. Redactins r highlights were remved frm an image. Redactins r highlights were mved, resized r edited n an image. Redactins r highlights were added. This audit entry applies t transcripts nly. Relativity Admin Guide - 76

77 Actin name Created Markup - Native - Deleted Markup - Native - Updated Mve Native - Created Native - Deleted Pivt Query Print Prductin - Add Dcument Prductin - Remve Dcument Query Descriptin f activity Redactins r highlights were remved. This audit entry applies t transcripts nly. Redactins r highlights were mved, resized r edited. This audit entry applies t transcripts nly. A dcument was mved frm ne flder t anther. A native file was laded int Relativity. A native file was remved frm Relativity. A Pivt reprt was run, r a Pivt reprt was canceled. (A message indicating that a query was canceled is displayed in the details and n the Query Text pp-up.) A dcument was printed. A dcument was added t a prductin. A dcument was remved frm a prductin. A prcess ran a query (such as categrizatin), r a query was canceled. (A message indicating that a query was canceled is displayed in the details and n the Query Text pp-up.) RelativityScriptExecutin A Relativity script was run. ReprtQuery A summary reprt was run. Run An Imaging Set, Image-n-the-Fly, r Mass Image jb was perfrmed Search Cache Table Creatin Security Tally/Sum/Average Update Update - Mass Edit Update - Mass Replace Update - Prpagatin View A search cache table was created. (Search cache tables are created the first time yu search fr a term r phrase using dtsearch r Relativity Analytics.) Security rights were assigned r changed The mass peratin Tally/Sum/Average was run in the wrkspace. Dcument metadata was updated n a single-dcument basis. Dcument metadata was updated n a mass basis. Dcument metadata was edited using a text mass replacement. Dcument metadata was edited accrding t a prpagatin rule. A dcument was viewed. Nte: N lgin actin exists when yu access a wrkspace. Relativity interprets the lgin based n any ther auditable actin in the wrkspace. Fr example, if yu view a dcument in Wrkspace A, Relativity audits that view actin n the Histry tab and indicates that a user accessed Wrkspace A. 14 Imaging Imaging is a feature in Relativity that allws yu t cnvert a grup f dcuments t images using imaging prfiles and sets. Yu can fine-tune hw yur images generate by creating reusable prfiles that use specific image settings. Relativity Admin Guide - 77

78 With imaging sets, yu can image a grup f dcuments by selecting a saved search and a specific imaging prfile. Imaging sets als prvide errr-handling functinality that yu can use t view errr messages and rerun imaging n specific dcuments r jbs. Nte: Starting in Relativity 8, when yu upgrade the Imaging applicatin, yur default native imaging settings aren't ver-written, which means that yu aren't required t re-set them Imaging prfiles An imaging prfile cntrls the settings used t image a grup f dcuments. Yu can cnvert dcuments t black and white TIFF files r clred JPEG files. After yu create a prfile, yu can use it in multiple imaging sets, update the prfile settings, and set permissins n it. Imaging prfiles, as well as any updates t the default prfile, are included in wrkspace templates. Relativity includes a default imaging prfile that has the recmmended default settings preset. It's best practice t make a cpy f this default prfile and make changes as apprpriate when creating additinal prfiles. The mass image and the image-n-the-fly functinality defaults t this prfile, but yu can select any ther prfile when cnverting dcuments t images. There are tw main ptins fr creating an imaging prfile: Basic Imaging Engine Optins - prvides a select number f simple settings fr creating the prfile. This is yur nly ptin if yu dn't have Relativity s prcessing server installed in yur envirnment. Native Imaging Engine Optins - prvides an expanded range f settings fr creating a prfile with Relativity s prcessing server. Yu must have the prcessing server installed in rder t use the native imaging ptins. Fr mre infrmatin n installing the prcessing server, see the Prcessing Server Installatin Guide. See Creating and editing an imaging prfile n page 81 fr mre infrmatin Imaging sets An imaging set cnsists f an imaging prfile and a saved search cntaining the dcuments yu want t image. Yu run the imaging jb frm the imaging set cnsle. In additin, n the Imaging Set Details page, yu can view dcument-level errr messages and rerun an imaging jb if it failed. See Creating and editing an imaging set n page 88 fr mre infrmatin Native types On the Native Types tab, yu see a list f file types that Relativity supprts. Refer t this list when selecting file types that yu want t restrict frm imaging. The Relativity Desktp Client als supprts the same list f file types. Relativity Admin Guide - 78

79 T lcate specific file types, use the Shw Filters ptin r create a new view t custmize the cntent displayed n the tab. Default restricted file types are prpagated t new imaging prfiles. Yu can edit the default value fr the ptin that restricts the imaging f a file type. Nte: If yu restrict a particular file type, the restrictin will nt be applied t previusly existing Imaging Prfiles. Restricted file types nly apply t new Imaging Prfiles created. Nte: Yu can't add new native file types t Relativity with the New Native Type buttn. Fr mre infrmatin abut supprted types, see Viewer-supprted file types n page 347. Cntact supprt@kcura.cm if yu have additinal questins Editing a native type 1. Click the Edit link fr a file type. Yu can als click the Edit buttn n the details page. 2. On the edit frm, select r clear the checkbx fr the Restricted Frm Imaging By Default ptin. 3. Click Save Prcessing queue The prcessing queue displays all current imaging jbs running in yur envirnment. Yu can view the queue in Admin Mde by selecting the Queue Management tab and clicking Prcessing Queue. Relativity Admin Guide - 79

80 The prcessing queue view prvides the fllwing fields: Relativity sends jbs t the imaging engine by pririty, and then rders them by submitted date. T change the pririty f a jb, click the Change Pririty buttn at the bttm f the view. Enter a new integer value in the Pririty field, and click Update. Jbs assigned a lwer value have a higher pririty. T cancel imaging jbs, select ne r mre jbs, and click Cancel Imaging Jb. Yu can cancel jbs that have the status f waiting r that have a prcessing status, such as building tables, inserting recrds, r cmpiling Trubleshting imaging In the event a user reprts missing Image cmmands (in the Viewer r mass peratins menu), r the Imaging Sets Run buttn is disabled, address the fllwing ptential causes: The imaging applicatin was uninstalled frm Relativity Applicatins The user is a member f a grup that desn't have ne r bth f the fllwing security permissins granted: Mass Images (Mass Actins permissins) Add Image (Dcument security permissins) 14.6 Image n the fly By using the Imaging ptin in the Viewer, yu can image a single dcument n the fly with any imaging prfile yu have permissins t. Fr mre infrmatin, see Imaging n the fly n page 338. Relativity Admin Guide - 80

81 14.7 Mass image Yu can image multiple dcuments at the same time by using the Mass Image peratin in the dcument list. This feature allws yu t select an Imaging Prfile t use when imaging a grup f dcuments. Fr mre infrmatin n mass imaging, see Mass image n page Creating and editing an imaging prfile 1. In Wrkspaces mde, navigate t the Imaging tab and select the Imaging Prfiles tab. 2. Click New Imaging Prfile t launch the Imaging Prfile frm. 3. Cmplete all required fields. See Fields belw fr details. 4. Click Save. Nte: When yu create a new prfile frm scratch, n default values exist fr any prfile fields. If yu'd like t create a new prfile with default values already in place, yu can cpy the Default prfile prvided by Relativity, give it a unique name, and use it as a base. Nte the fllwing abut the prcessing server: If the prcessing server isn't installed n yur machine, the default layut fr creating a prfile is the Basic Imaging Prfile Layut. If yu attempt t switch t the Native Imaging Prfile Layut, yu're directed back t the basic layut. If the prcessing server is installed n yur machine, the default layut fr creating a prfile is the Native Imaging Prfile Layut. If yu attempt t switch t the Basic Imaging Prfile Layut yu're directed back t the native layut. Nte: Relativity prpagates native file types t imaging prfiles nly when the prfile is created Fields The Basic Imaging Optins fields are: Basic Image Output Quality (DPI) - cntrls the reslutin and density f an image in dts per inch. The higher the DPI, the mre detail is shwn in the image. A typical range fr DPI is The recmmendatin fr this field is 300; this is the value fund in the Default prfile. Basic Image Frmat - sets the image frmat fr files sent t the basic imaging engine fr the prfile. The ptins are: JPEG - renders the image as a clr JPEG file. Selecting this can pssibly decrease imaging perfrmance because JPEGs have larger file sizes than TIFFs and therefre require mre disk space. TIFF - renders the image as a black and white TIFF file. This is recmmended; this is the value in the Default prfile. Basic Image Size - sets the image size fr all images rendered with the basic imaging engine prfile. The ptins are: Original setting - renders the image with the riginal dcument settings Letter (8.5 in x 11 in) - renders the image in standard letter size Relativity Admin Guide - 81

82 A4 (8.27 in x in) - renders the image in A4 size Legal (8.5 in x 14 in) - renders the image in legal paper size Custm - sizes the image by using either r bth values in the Maximum Image Width and Maximum Image Height fields. When yu enter a value in either r bth f these fields, Relativity cnverts the dcument t an image size that fits within these parameters, while maintaining the aspect rati. If bth f these fields are empty, Relativity displays an errr message indicating that yu must enter a value in ne f them. Maximum Image Height (Inches) and Maximum Image Width (Inches) specify the largest allwable size fr the generatin f custm images. Relativity cnverts the dcument t an image size that fits within these parameters, while maintaining the aspect rati. Only the Custm ptin references these fields, requiring yu t enter a value in at least ne f them. The Native Imaging Engine Optins fields are: Native Image Output Quality (DPI) - cntrls the reslutin and density f an image in dts per inch. The higher the DPI, the mre detail in the image. A typical range fr DPI is The recmmendatin fr this field is 300; this is the value fund in the Default prfile. Native Image Frmat - sets the image frmat fr files sent t the native imaging engine fr the prfile. The ptins are: JPEG - renders the image as a clr JPEG file. Selecting this can pssibly decrease imaging perfrmance because JPEGs have larger file sizes than TIFFs and therefre require mre disk space. TIFF - renders the image as a black and white TIFF file. This is recmmended and is the value in the Default prfile. Autmatically detect and render clr pages t JPEG - (Overrides Native Image Frmat selectin f TIFF) aut-detects and images clr pages as JPEG files even if yu selected TIFF as the Native Image Frmat. If yu select Yes, Relativity verrides the TIFF Native Image Frmat fr clr pages nly. If yu select N, clr pages remain as TIFFs. Maximum pages imaged per file - a native glbal setting fr all dcument types that sets the maximum number f dcument pages that are imaged. Fr example, if yu set this value t 50 and have a 100-page dcument, Relativity nly images the first 50 pages f the dcument. Use this ptin t image nly the number f pages entered in this bx. Dithering Algrithm - the prcedure the native imaging engine uses t cnvert images frm clr t black and white TIFFS. This setting is nly used if Native Image Frmat is set t TIFF. The algrithm ptins are: Clustered 6x6 - grups pixels int clusters f 6x6 Clustered 8x8 - grups pixels int clusters f 8x8 Clustered 16x16 - grups pixels int clusters f 16x16 Dispersed 4x4 - disperses pixels in a 4x4 matrix Dispersed 8x8 - disperses pixels in an 8x8 matrix Dispersed 16x16 - dispersed pixels in a 16x16 matrix Flyd & Steinberg - diffuses the difference between the actual analg value and quantized digital value f a pixel t its neighbring pixels Threshld - cmpares each pixel value against a fixed threshld. During this prcess, individual pixels in an image are marked as bject pixels if their value is greater than the threshld value. If their value is less, they're marked as backgrund pixels. If yu select this, yu must prvide a value between in the Dithering Threshld field. Relativity Admin Guide - 82

83 Dithering Threshld - sets the threshld against which all pixels are cmpared. This is required if yu chse Threshld fr the Dithering Algrithm field abve. Yu can prvide any value between The recmmended default threshld is 128. When the pixel RGB clr mdel in an image is greater than the threshld, it's cnverted t black. When less, it's cnverted t white. Time Zne Field n Dcument - determines what time zne is used t display dates/times in a dcument image. Yu can set the time zne value n dcuments in Relativity using the dcument-level Time Zne field. Clicking the ellipsis next t this field brings up a picker list with available time znes. If yu dn't select an ptin here, the time zne defaults t Crdinated Universal Time (UTC). Last Mdified Date n Dcument - allws yu t select any dcument-level date field available in the ppup picker as the last mdified date used when rendering date-related dcument field cdes. If n selectin is made here, the last mdified date defaults t the current date (tday s date). Original file path - allws yu t set a file path field per dcument t image. Clicking the ellipsis here brings up a ppup picker f Dcument fixed-length text fields. File path fields can vary per dcument. The Spreadsheet Optins fields are: Paper size/rientatin - allws yu t specify a paper size and rientatin fr yur spreadsheet. The ptins are: Original Setting Letter (8.5 in x 11 in) Letter (11 in x 8.5 in) Tablid (11 in x 17 in) Ledger (17 in x 11 in) Page Order - determines the rder used t render the pages in the spreadsheets. The ptins are: Original Setting - uses the riginal page setting f the dcument Dwn, then ver - renders pages in an rder f dwn first and then ver Over, then dwn - renders pages in an rder f ver first and then dwn Print Area - allws yu t verride any pre-defined print area in an Excel file. When yu select Print Area, Relativity images the entire dcument. The ptins are: Original Setting - uses the riginal print area settings f the dcument Ignre riginal setting - ignres the riginal print area settings f the dcument Hide and page break after _ cnsecutive blank rws and clumns - sets a maximum value fr cnsecutive blank rws r clumns. By default, the native imaging engine checks fr a run f 10 blank rws r clumns and cmpresses them t limit the number f pages rendered fr a spreadsheet Shw track changes in spreadsheet - displays any mdificatins made t the dcument thrugh the Track Changes ptin in Excel. The ptins are: Yes - shws track changes N - desn't shw track changes Include rw and clumn headings - renders rw and clumn headings (the number assigned t rws and the letters assigned t clumns). The ptins are: Original Setting - uses the riginal rw and clumn headings f the dcument Yes - renders the rw and clumn headings N - desn't render rw and clumn headings Include cmments - determines whether Relativity renders cmments fund in the spreadsheet. The ptins are: Relativity Admin Guide - 83

84 Yes - renders cmment fund in the spreadsheet. This is the value used in the Default prfile. N - desn't render cmments fund in the spreadsheet Include header and fters - renders headers and fters in the spreadsheet. The printing f these items interferes with the ability f the native imaging engine t detect blank pages fr this reasn, it's recmmended that yu leave this set t N. The ptins are: Original Setting - uses the riginal header and fter settings f the dcument Yes - renders the headers and fters f the dcument N - desn't render the headers r fters f the dcument Include gridlines - renders the gridlines between rws and clumns in the spreadsheet. The ptins are: Original Setting - uses the riginal gridline settings f the dcument Yes - renders the gridlines between rws and clumns in the spreadsheet N - desn't render the gridlines between rws and clumns in the spreadsheet Include brders - renders the brders f the spreadsheet. The ptins are: Yes - renders the brders f the spreadsheet N - desn't render the brders f the spreadsheet Unhide hidden wrksheets - displays hidden wrksheets Limit spreadsheet rendering t _ pages - images nly the whle number value f pages entered in this field s textbx. This value must be less than r equal t the maximum pages imaged per file value entered in the Native Imaging Optins sectin abve. Zm Level % resets the zm level fr a spreadsheet. This value will verride the default settings internally stred in the file. The zm level range is 10% - 400%. Fit t _ pages wide - resets the page width fr a spreadsheet. This value verrides the default settings internally stred in the file. Fit t _ pages tall - reset the page height fr a spreadsheet. This value verrides the default settings internally stred in the file. Frmatting - determines the frmatting f the spreadsheet with the fllwing ptins: Aut-fit rws - expands the dimensins f rws t accmmdate their cntent. When yu select these ptins, Relativity displays any hidden rws. This ptin is selected by default. Aut-fit clumns - expands the dimensins f clumns t accmmdate their cntent. When this ptin is selected, any hidden clumns are displayed. This ptin is selected by default. Clear frmatting in empty rws - remves frmatting frm empty rws frm a spreadsheet and renders as few pages as pssible. Clear frmatting in empty clumns - remves frmatting frm empty clumns frm a spreadsheet and renders as few pages as pssible. Text Visibility - determines the visibility f the text in a spreadsheet thrugh the fllwing ptins: Remve backgrund fill clrs - remves backgrund clr and ensures that any hidden text r rws frmatted t match the backgrund clr are displayed Set text clr t black - displays the fnt clr f text as black and ensures that any hidden text is displayed, such as text with a white fnt n a white backgrund Nte: If an Excel spreadsheet cntains cmments, thse cmments appear n a separate page after Relativity renders the spreadsheet. Als, native imaging clears any filters set in a spreadsheet. The Optins fields are: Relativity Admin Guide - 84

85 Orientatin - determines the rientatin f the when it's rendered. The ptins are: Prtrait - selects a standard prtrait display in which the height is greater than the width Landscape - selects a standard landscape display in which the width is greater than the height Resize images t fit page - mdifies the image sizes t make them cmpatible with the page size. Selecting Yes allws resizing while selecting N prevents it. Resize tables t fit page - mdifies the table sizes t make them cmpatible with the page size. Selecting Yes allws resizing while selecting N prevents it. Dwnlad images frm Internet - allws the dwnlading f images frm the Internet if Yes is selected and prevents the dwnlading f images frm the Internet is N is selected. Clear indentatins - remves the tabs frm threads t imprve their display. Select Yes t prevent the entries in the thread frm aligning t far t the right. Select N t keep tabs in threads. Display SMTP addresses - renders SMTP addresses fr T, Cc, and Bcc fields instead f Micrsft Exchange infrmatin. Selecting Yes allws rendering while selecting N prevents it. Shw message type in header - adds text in the header identifying the image as a message, appintment, distributin list, etc. Selecting Yes allws the additin f text while selecting N prevents it. The Wrd Prcessing Optins fields are: Shw track changes - renders any markups added t the dcument thrugh the Track Changes feature in Wrd. The ptins are: Yes - renders the dcument s markups N - desn't render the dcument s markups. N is the default. Include - determines which additinal dcument attributes t render. The ptins are: Cmments - renders any cmments added t the dcument thrugh the Review feature in Wrd Field cdes - renders the field cde rather than the value in the dcument Hidden text - renders any text added t the dcument with Hidden feature in Wrd The Presentatin Optin field is: Shw speaker ntes - renders the slide at the tp f the page and the speaker s ntes at the bttm. If yu select Yes, the rientatin f the presentatin is prtrait. If yu select N, the rientatin is landscape with the slide nly. Nte: Native imaging unhides any hidden slides in a presentatin. The HTML Optins field is: Remve nn-breaking space (NBSP) cdes - remves lng rws f nn-breaking spaces (NBSP) cdes, which prevent the text frm wrapping prperly. Native imaging autmatically frmats page breaks withut cutting text r margins when rendering HTML as PDF Native file imaging prfile validatin Native imaging prfiles must fllw specific validatin guidelines. Imaging prfile validatin reviews the fllwing rules fr all Native Imaging Engine Optins: Valid numerical values - numerical values fit within a designated range based n individual numerical field requirements Relativity Admin Guide - 85

86 Cnfiguratin specific t frmat type - ptin selectins and requirements vary based n the Native Image Frmat selectin Field dependencies - specific fields require additinal field cnfiguratins t satisfy grups f settings available fr native imaging, and specific fields are ignred based n the cnfiguratin f a related field Native File Imaging prfile validatin nly runs when using the default Native Imaging Prfile Layut fr new imaging prfiles Numerical Field Values The fllwing table prvides valid numerical value ranges and recmmended values fr select numerical cnfiguratin fields. Valid value ranges include the minimum and maximum values prvided. Field Minimum Value Maximum Value Recmmended Value Native Image Output Quality (DPI) Dithering Threshld Frmat Specific Requirements The fllwing table states whether a field is required r ignred based n the selected Native Image Frmat. If applicable, select the required field value. Native Imaging Frmat JPEG Field Images/Dithering Algrithm Field Required/Ignre Ignred JPEG Dithering Threshld Ignred JPEG Render clr pages t Ignred JPEG TIFF Images/Dithering Required Algrithm TIFF Render clr pages t JPEG Required Required Field Value (if applicable) Yes Field Dependencies The fllwing table lists field dependencies and required field values if applicable. The Field 1 and Field 1 Value clumns list fields and values that require yu t cnfigure the fields and values listed in the Required Field 2 and Required Field 2 Value clumns. Fr example, if Images/Dithering Algrithm is set t Threshld, yu must cnfigure a value fr the Dithering Threshld field. Field 1 Field 1 Value Required Field 2 Required Field 2 Value Images/Dithering Algrithm Threshld Dithering Threshld <any> Dithering Threshld <any> Images/Dithering Algrithm Threshld Fit t pages wide <any> Fit t pages tall <any> Fit t pages tall <any> Fit t pages wide <any> When fields in the Field Set clumn are cnfigured, values set fr fields listed in the Field Ignred clumn are ignred: Relativity Admin Guide - 86

87 Field Set Field Ignred Zm Level % Fit t pages wide Zm Level % Fit t pages tall Fit t pages wide Zm Level % Fit t pages tall Zm Level % Nte: Validatin rules nly allw yu t cnfigure Zm Level % r the set f Fit t pages fields. Dn't set values fr all three fields Viewing imaging prfile details On the Imaging Prfile Details page, Relativity displays prfile settings and a list f restricted native type files Restricted native types The Restricted Native Types sectin lists the file frmats that Relativity wn't cnvert int images. It als includes features that yu can use t mdify this list. Yu see the fllwing clumns and ptins displayed in the Restricted Native Types sectin: Name - lists file frmats Categry (Native) - indicates a gruping f related file types r frmats fr native imaging Categry (Basic) - indicates a gruping f related file types r frmats. Fr example, Wrd Prcessr is the categry fr cmmn wrd prcessing frmats such as Wrd, WrdStar, WrdPerfect, and thers. (Additinal super types are Database, Spreadsheet, Graphic, Multimedia, and Other.) Relativity Admin Guide - 87

88 Link - used t add existing native types t the restricted list thrugh the Select Items pp-up. Select ne r mre file types in the Available Items list, click Add t include them in the Select Items list, and click Set t link them t the prfile. Nte: Yu can't add new native file types t Relativity. Fr a list f native types that Relativity supprts, see the Native Types tab r Viewer-supprted file types n page 347. Cntact supprt@kcura.cm if yu have additinal questins abut supprted native types. Link - used t add existing native types t the restricted list thrugh the Select Items pp-up. Select ne r mre file types in the Available Items list, click Add t include them in the Select Items list, and click Set t link them t the prfile. Unlink - used t remve restricted native types frm the list. When yu use this prfile, Relativity images these dcuments. Select ne r mre file types, and click Unlink. Filter, srt, and page - the list f restricted native types. These features functin similarly t thse available n views. Exprt - allws yu t create a list f restricted native types in Excel 14.9 Creating and editing an imaging set 1. In Wrkspaces mde, navigate t the Imaging tab, and click Imaging Sets. 2. Click New Imaging Set t display the Imaging Set Frm. 3. Cmplete all required fields. See Fields n the next page fr details. 4. Click Save. The saved set layut prvides the set details and the imaging set cnsle, frm which yu run the imaging jb. Relativity Admin Guide - 88

89 Fields The imaging set frm cntains the fllwing fields: Imaging Set Infrmatin Name - the designatin fr the imaging set. Data Surce - a saved search, which includes a grup f dcuments t image. Only dcuments in the saved searched are imaged. Imaging Prfile - a pre-determined set f parameters used t cntrl hw the images are generated. The list yu encunter when clicking the ellipsis cntains bth Native and Basic prfiles. Ntificatin Recipients - allws yu t add addresses f thse wh require ntificatin f the cmpletin f prcesses within the imaging jb. Thse prcesses are: Imaging Infrmatin Imaging Set cmpleted successfully Imaging Set cmpleted with errrs Imaging Set failed due t fatal errr Imaging Set suspended due t unavailable wrker agents Imaging methd - the methd used t image the dcuments in the imaging jb. This field allws yu flexibility in that yu can frce an imaging jb t adhere nly t Basic Imaging settings, even if yu have the Native Imaging engine installed. The ptins are: Native and basic - supprts bth native and basic imaging settings. Basic nly - frces an imaging jb t use nly basic imaging settings. Nte: Imaging jbs are run n the prcessing server designated fr the resurce pl in which yur wrkspace resides. T use the Native and basic ptin, yu must have a prcessing server designated fr the resurce pl. If yu dn't have a prcessing server designated fr the resurce pl, yu must use the Basic nly ptin. Relativity Admin Guide - 89

90 Imaging Status Status - the current state f the imaging jb. This value depends n issues encuntered during the jb and hw ften yu refresh the page while the jb is running. Statuses are cvered in detail later in this chapter. Image Cmpletin - the number f images cmpleted. Last Run Errr - the date and time f the last errr Running an imaging set T run an imaging set, click Image Dcuments n the imaging set cnsle. This kicks ff the cnversin f dcuments t images. While the jb is running, this buttn tggles t Stp Imaging, which allws yu t stp the imaging jb. Depending n the prgress f the jb, the fllwing ptins are available n the cnsle: Retry Errrs - allws yu t rerun dcuments with imaging errrs. This is nly enabled if errrs have ccurred during the imaging jb. Shw Errrs - prvides the ptin t view dcument-level errrs. When yu click this buttn, a pp-up displays a filterable list f dcuments and fields. The fields include: Cntrl Number - the cntrl number f the item in errr. Artifact ID - the artifact ID f the item in errr. File Type Identificatin (Native) - the file type f the item in errr as identified by the native imaging engine. This is nly ppulated if the native imaging engine runs the imaging set. File Type Identificatin (Basic) - the file type f the item in errr as identified by the basic imaging engine. This value is ppulated when the basic engine identified the dcument when yu imprt the dcument int Relativity. Imaging Methd - the methd selected in the Native Types table fr the identified file type in errr Basic r Native. Actual Imaging Methd - the methd that was used t image the item in errr Basic r Native. Message - the cncise descriptin f the cause f the errr. Relativity Admin Guide - 90

91 Full Text - the cmplete errr text string the system prvides, including stack trace. Refresh Page - allws yu t refresh the page and see the current state f the imaging jb. Nte: When yu mass image, image n the fly, run an imaging set, and retry an imaging set, the list f passwrds specified in the passwrd bank accmpanies the imaging jb s that passwrd-prtected files are imaged in that jb. Fr mre infrmatin see Passwrd Bank in the Prcessing user guide Imaging prfile caching Relativity caches all imaging prfile settings until the imaging jb yu kick ff thrugh the cnsle n the imaging set cmpletes. The nly exceptins t this are the fllwing scenaris: In the case f fatal errrs, the imaging prfile infrmatin remains cached until yu delete the set r yu delete the jb recrd assciated with that set frm the ImagingQueue table. In the case f nn-fatal errrs, Relativity n lnger caches all prfile infrmatin except fr the Time Zne and Last Mdified Date infrmatin Passwrd Bank The Passwrd Bank stres passwrds used t prtect certain files fr the prcessing engine t use during file discvery and the native imaging engine t use when cmpleting jbs. When yu prcess r image files prtected by the passwrds in this bank, Relativity sends the passwrds t the respective engine, which then uses them t unlck the crrespnding file. This ptentially reduces the number f errrs in each jb and prevents yu frm retrieving the passwrds utside f Relativity. Nte: The Passwrd Bank tab appears under bth the Imaging and the Prcessing applicatins and is updated in each t reflect the mst current entries are added, deleted, r edited. Fr mre infrmatin see Passwrd Bank in the Prcessing user guide Mnitring imaging status In the imaging status sectin, yu can mnitr the prgress f the imaging jb by referring t the Status field after clicking the Refresh Page link n the cnsle. The Imaging Status sectin prvides the fllwing fields: Status - prvides any f the fllwing values, depending n the imaging jb: Status Value What Happened What It Means Waiting User clicked Run Jb is in queue table but has nt been picked up by an agent yet Initializing Manager agent picked up jb Data surce search is being run; ppulatin table is being created Relativity Admin Guide - 91

92 Status Value What Happened What It Means Imaging Manager agent has finished initializing; jb is ready t be picked up by wrker agent(s) Wrker agents are imaging dcuments in ppulatin table Imaging: Imaging has N wrker agents have been suspended because lgged their status in 5 there are currently n Imaging Wrker agents avail- minutes able... Finalizing All dcuments have been imaged by wrker; manager has picked up the jb again There are n imaging wrkers available t image the dcuments; n dcuments will be imaged until wrkers are started Jb manager is finishing up imaging jb; setting final state; sending ntificatins Cmpleted Jb has cmpleted All dcuments imaged successfully Cmpleted with errrs Errr - Jb Failed Jb has cmpleted with imaging errrs Jb manager encuntered an exceptin One r mre dcuments encuntered an errr during imaging jb Manager terminated imaging jb due t exceptin Stpping User clicked Stp Jb has been marked t stp but has nt yet been stpped Stpped by user Jb has stpped All wrker agents have stpped imaging dcuments; jb manager has stpped the jb Image Cmpletin - displays the number f remaining dcuments, successfully imaged dcuments, dcuments with errrs, and skipped dcuments. Last Run Errr - displays the mst recently run jb that cmpleted with errrs. Nte the fllwing: During the cnversin prcess, Relativity skips dcuments that already have images, dcuments with restricted native types, and dcuments with images in a pending state (that's with the Has Images field set t Yes). It includes these items in the skipped dcuments cunt. If yu need t delete an Imaging Set, yu shuld nly delete thse with the fllwing statuses: Stpped by User, Errr - Jb Failed, Cmpleted with Errrs, r Cmpleted Imaging errr scenaris Errrs will ccur in yur imaging jb in any f the fllwing scenaris: The Native Imaging engine attempts t render a crrupted native file. Relativity Admin Guide - 92

93 The Native Imaging engine attempts t render a passwrd-prtected native file that desn't have a valid crrespnding entry listed in the passwrd bank tab. Fr mre infrmatin, see Passwrd bank in the Prcessing user guide. The Native Imaging engine attempts t render a dcument when the native file fr that dcument is deleted frm the repsitry. The Native Imaging engine attempts t render a native file when the FileShare repsitry is unavailable (access is denied). The imaging wrker agents aren't available and the user attempts t run an imaging jb. The imaging wrker agents becme disabled in the middle f an imaging jb. The Native Imaging queue service is stpped when the user attempts t run an imaging jb. The Native Imaging queue service becmes disabled in the middle f an imaging jb. The Native Imaging engine attempts t render a native file when there is n hard drive space in the file share repsitry. The Native Imaging engine is installed but the imaging jb is nt pinting t a valid server because the Native Imaging URL in the cnfiguratin table is incrrect r invalid. When Relativity Native Imaging encunters an errr, it retries the imaging jb ne time. Relativity lgs additinal errrs in the errr reprt Imaging histry Yu can view the audit histry when a jb is run fr an imaging set, mass image, r image-n-the-fly jb. Use the fllwing guidelines t view imaging histry recrds: Imaging Set Jbs - the Name clumn displays the name f the imaging set, and the Object Type clumn displays ImagingSet. Fr each image created frm the set, the Name clumn displays the dcument name, and the Object Type clumn displays Dcument. Click Details t display a pp-up cntaining the name f the imaging prfile and the frmatting ptins used t image a dcument. (The frmatting ptins displayed n Relativity Admin Guide - 93

94 the pp-up list thse used when the imaging jb was run. They dn't reflect any subsequent changes t the imaging prfile.) Image-n-the-Fly r Mass Image Jbs - the Name clumn displays the name f the imaging prfile, and the Object Type clumn displays ImagingPrfile. Relativity Admin Guide - 94

95 Fr each image created, the Name clumn displays the dcument name, and the Object Type clumn displays Dcument. Click Details t display a pp-up cntaining the name f the imaging prfile and the frmatting ptins used t image a dcument as described abve Imaging queue The Imaging Queue displays all current imaging jbs running in yur envirnment. Yu can view the queue in Admin Mde. Select the Queue Management tab, and click Imaging Queue. Nte: If yu have prcessing installed, the Queue Management tab displays Prcessing Queue instead f Imaging Queue as a subtab. Yu can use the Prcessing Queue subtab t manage bth imaging and prcessing jbs. Fr mre infrmatin, see the Prcessing User Guide. The Imaging Queue view displays the fllwing fields: Wrkspace indicates the wrkspace assciated with the imaging set, Mass Image, r Image-n-the-fly jb. Imaging Set Name indicates the imaging set, Mass Image, r Image-n-the-fly peratin used fr the jb. Mass Image and Image-n-the-fly jbs are named and aut-incremented when they are added t the queue. Imaging Set Artifact ID is unique identifier fr the imaging set. The artifact ID will be set t blank fr Image-n-the-fly r Mass Image jbs because these peratins d nt have imaging sets. Imaging Prfile lists the name f prfile used t create the dcument images. Dcuments Remaining lists the number f dcuments waiting t be imaged. Status displays the current stage f the imaging jb. Image-n-the-fly r Mass Image peratins have nly Waiting and Prcessing statuses. Pririty indicates the rder in which the imaging jb will be run. Jbs initiated thrugh image sets r Mass Image peratins have default values f 100, while jbs initiated by Image-n-the-fly have default values f 1. Submitted Date indicates the date and time when an imaging jb was submitted, r an attempt was made t reslve errrs in a jb thrugh the Imaging Set Cnsle. Submitted By lists the name f the user wh initiated the imaging jb. Relativity sends jbs t the imaging engine by pririty, and then rders them by submitted date. T change the pririty f a jb, click the Change Pririty buttn at the bttm f the view. Enter a new integer value in the Pririty field, and click Update. Jbs assigned a lwer value have a higher pririty. Relativity Admin Guide - 95

96 T cancel imaging jbs, select ne r mre jbs, and click Cancel Imaging Jb. Yu can cancel jbs that have the status f waiting r that have a prcessing status, such as building tables, inserting recrds, r cmpiling. 15 Indented lists Indented lists prvide additinal infrmatin t users by displaying levels within a relatinship, such as an cnversatin thread. Viewing a list in the indented hierarchy allws fr easier understanding f the rder in the family. Indented items are aligned with dts indicating levels between the initial recrd and subsequent recrds, as in the fllwing example f s and their replies r frwards. While yu can define indented lists based n any related items field, these examples describe indented lists in the cntext f setting up an thread view that shws Reply and Frward s nested under the parent. Relativity Admin Guide - 96

97 Indented lists are available in the dcument item list. Indented lists are als available in the related items pane in the Viewer Creating a basic indented list view T create an indented list view, fllw these steps: Relativity Admin Guide - 97

98 1. Click the Views tab. 2. Click New View. 3. Cmplete all required fields in the View Infrmatin sectin. See Basic Infrmatin n page 330 fr views. 4. Select Dcument as the Object Type. The bject type must be dcument in rder t have the ptin f selecting Indented List fr the Visualizatin Type. 5. Select Indented List as the Visualizatin Type. Nte: Fr system-created views assciated with Relatinal Fields, the bject is Dcument by default and can't be changed. 6. Cmplete the additinal required fields that becme available when yu selected Indented List. Fr mre infrmatin see Fields n page 45. Relativity Admin Guide - 98

99 7. Cmplete all remaining required fields in the subsequent steps f the view. Fr mre infrmatin see Views n page Fields View indented list fields Indented list views require the fllwing fields: Grup Definitin - the field that is identical acrss the grup. This is the related items field. Indentatin Methd - allws yu t set the methd by which yu will indent yur list. This drp-dwn cntains three ptins: Cnversatin Index - indicates that the Definitin Field that yu will select cntains the Micrsft Outlk Cnversatin Index. Yu shuld select this methd if yur imprted data cntains these values. Equivi - indicates that the Definitin Field that yu will select cntains the Equivi-generated EquiThread value. Fr mre infrmatin g t Numeric - indicates that the Definitin Field that yu will select cntains a simple cunt f indentatins. Yu shuld use this methd if yu wish t implement custm lgic t shw levels f hierarchy. Indentatin Definitin Field - the field that drives the indentatin lgic. All nn-system dcument bject fields f fixed length r lng text type, as well as nn-system whle number fields are available in this drp-dwn: If Cnversatin Index is set as the methd, yu shuld select the Cnversatin Index field as the definitin. If Equivi is set as the methd, yu shuld select the EquiThread field as the definitin. If Numeric is set as the methd, yu shuld select a field that has been ppulated with the desired number f indentatins fr the dcument. A value f 0 r null will result in n indentatin A value f 1 will result in ne level f indentatin A value f "2" will result in tw levels f indentatin, etc. Display Field - the field that will reflect the indentatins defined by the Indentatin Definitin Field. All dcument bject fields with the exceptin f multi-chice, multi-bject and file icn fields are available in this drp-dwn. Be sure t srt the dcuments in this view based n the Indentatin Definitin Field s that the family items are tgether. Changing the srt while filtering remves all indentatin and srt based n the selected field. Nte: If needed, the Ppulate Threading Visualizatin Field script is available in the Relativity Script Library. This allws fr beautificatin by ppulating an HTML-enabled lng text field with visualizatin fr threading. See the Library Scripts guide fr mre infrmatin Creating a cnversatin index indented list While the Cnversatin Index indented list is set up in the View settings, it desn't wrk unless yu d the fllwing: Relativity Admin Guide - 99

100 Imprt the Cnversatin Index field values int Relativity Make a relatinal field t grup all s frm the same thread int a set. Use Transfrm Set t parse the Cnversatin Index. Fr mre infrmatin n parsing the cnversatin index, see Transfrm sets n page 313. Once s have been gruped int threads, yu can build a view using Cnversatin Index t indent the thread. 1. Create an indented list view. See Creating a basic indented list view n page Fr Visualizatin Type, select Indented List. 3. Fr Grup Definitin, select Cnversatin Family. 4. Fr Indentatin Methd, select Cnversatin Index. 5. Fr Indentatin Definitin Field, select the Relativity field that cntains the imprted Cnversatin Index values. 6. Fr Display Field, select which dcument field yu want t be indented. In the example shwn belw, we selected Cntrl Number as the Display Field. Nte: The Display Field wn't display in the view unless it is a selected field. 7. On the secnd step f the view wizard, chse which clumns t display in the view. 8. If yu selected Cntrl Number as the Display field, yu will need t add it as a Selected Field in rder fr it t display in the View. On the third step f the View wizard, set the view cnditins. 9. On the furth step, set the srt rder t Cnversatin Index ascending and click Save. The srt rder must be set t Cnversatin Index in ascending rder fr the indentatin f the s t accurately reflect the relatinships. Because indentatin lgic requires that items are srted crrectly, if an end user changes the srt rder frm what is defined in the view, the Display clumns will be flattened ut and the indentatin will be lst; it will be restred when the view is refreshed t the view-defined srt. This is an example f a Cnversatin Index indented list in the related items pane: When the Display Field is rendered in the item list, the number f indentatins n the dcument will be reflected in the number f dts preceding the value f the display field. Fr example, the initial in a thread will have n indentatin (zer dts); a reply t that will have ne level f indentatin (ne dt). Relativity Admin Guide - 100

101 15.4 Creating an Equivi indented list Befre creating an Equivi indented list, the user must make a relatinal field t grup all s and attachments frm the same thread int a set by defining SetID as a relatinal field. Once s and attachments have been gruped int threads, yu can set the indentatin methd as Equivi. 1. Create an indented list view. See Creating a basic indented list view n page Fr Visualizatin Type, select Indented List. 3. Fr Grup Definitin, select SetID. 4. Fr Indentatin Methd, select Equivi. 5. Fr Indentatin Definitin Field, select the Relativity field that cntains Equivi s EquiThread data. 6. Fr Display Field select which dcument field yu want t be indented, fr example Cntrl Number. 7. On the secnd step f the wizard, chse which clumns t display in the view. If yu selected Cntrl Number as the Display field, make sure it is selected here. If yu selected Subject as the Display field, make sure yu select it here. 8. On the third step f the wizard, set the cnditins f the view. 9. On the furth step f the wizard, set the Srt Order. This must be set t EquiSrt Attach in ascending rder fr the indentatin f the s t reflect the prper relatinships between dcuments in the thread. Because indentatin lgic requires that items are srted crrectly, if an end user changes the srt rder frm what is defined in the view, the Display clumns will be flattened ut and the indentatin lst; it will be restred when the view is refreshed t the view-defined srt. 10. Click Save Creating a numeric indented list Once yu make a relatinal field t grup all dcuments int a set, yu can build an indented list view using a numeric field. 1. Create an indented list view. See Creating a basic indented list view n page Fr Visualizatin Type, select Indented List. 3. Fr Grup Definitin, select the related items field yu created earlier. 4. Fr Indentatin Methd, select Numeric. 5. Fr Indentatin Definitin Field, select a field that cntains the indentatin defined per dcument. 6. Fr Display Field select which dcument field yu want t be indented. 7. On the secnd step f the wizard, chse which clumns t display in the view. If yu selected Cntrl Number as the Display field, yu will want t make sure it is selected here, t. If yu selected Subject as the Display field, make sure yu select it here, t. The Display field wn t display in the view unless it is a selected field. 8. On the third step f the wizard, set the cnditins f the view. 9. On the furth step f the wizard, set the Srt Order. 10. Click Save. Relativity Admin Guide - 101

102 16 Inline tagging Inline tagging is a feature that allws yu t tag sectins f text within a transcript that yu can then reference thrugh hyperlinks. If a recrd is large and cvers many tpics, it may be difficult t identify which part f the recrd relates t which issue. Fr example, issue cding is a cmmn task. With inline tagging, yu can create tags named after the issues in yur case, and tag specific sectins f dcuments as relating t thse issues. Inline tagging is nly available fr transcripts. See Transcripts n page 311. Fr infrmatin n using layuts t cde nn-transcript dcuments, see Layuts n page Inline tagging scenari A reviewer is analyzing dcuments, lking fr cntent related t the issues f "rents" and "expenses". She encunters a dcument that she wants t apply bth issues t, but she wants t call ut the specific areas in the dcument. Because tags allw her t label individual pieces f text as related t different issues, she decides t use inline tagging. She highlights "Analyze rent rlls", right-clicks, selects Tag, and chses the "rents" tag. Relativity Admin Guide - 102

103 She wants t tag the secnd half f the sentence as "expenses", s she repeats the same prcess. She's nw applied tw tags t the same dcument. T view the tags she applied, she clicks the tag list icn t bring up the tag list pane, which shws all the tags in the dcument. Relativity Admin Guide - 103

104 When she clicks the hyperlinked entries in the pane, the active tag appears in blue in the viewer. Relativity Admin Guide - 104

105 16.2 Creating tags fr transcripts Tags are multiple chice fields. T create a tag, yu have t first create a multiple chice field, and then apply that field t the system Inline Tagging layut. T create a multiple chice field, see Creating and editing fields, specifying Multiple Chice as the field's Type. T create a multiple chice field, see Creating and editing fields n page 47, specifying Multiple Chice as the field's Type. T apply the multiple chice field t the Inline Tagging layut, pen the Inline Tagging layut frm the Layuts tab and add the field n the apprpriate categry. Yu may need t create a categry if yu haven't dne s already. See Creating a new categry n page Adding a tag t a transcript T add a tag t a prcessed transcript: 1. Open a transcript frm the Dcuments tab. 2. Highlight the text yu want t tag. 3. Right-click n the selected text, and click Tag. 4. Select the checkbx next t the tag(s) yu want t apply. 5. Click Save Viewing tags in a transcript T view all the tags in a transcript: Relativity Admin Guide - 105

106 1. Open a transcript frm the Dcuments tab. 2. Click the tag icn in the lwer right crner Remving a tag frm a transcript T remve a tag frm a transcript: 1. Open a transcript frm the Dcuments tab. 2. Right-click n the tag in the dcument. 3. Click Remve. 17 Keybard shrtcuts Keybard shrtcuts allw yu t edit and navigate in the Cre Reviewer Interface. Using keybard shrtcuts, yu can change viewer mdes, ppulate chices, save edits, cancel edits, and mve between and within dcuments. Keybard shrtcuts are enabled by default. T disable shrtcuts, click. Users with permissins t edit fields and chices can create additinal shrtcuts using the Keybard Shrtcuts prperty n the field r chice. Yu can mdify the key cmbinatins fr system keybard shrtcuts if yu have security permissin fr the Admin Operatin called Mdify System Keybard Shrtcuts Keybard shrtcuts legend By default, standard user actins use system keybard shrtcuts, which are listed in the shrtcut legend alng with thse used by Internet Explrer. The shrtcut legend is accessible via the icn. Within the legend, yu can srt, filter, Exprt t Excel, and print by right-clicking and chsing the Internet Explrer print ptin. Relativity Admin Guide - 106

107 The Keybard Shrtcuts Legend includes the fllwing srtable clumns: Keybard Shrtcut - the key cmbinatin used t execute the shrtcut during dcument review. Actin - the actin that results frm using the keybard shrtcut. Viewer Mde - the viewer mde fr which each shrtcut is available. Nte that mst f the system categry shrtcuts can be used in all viewer mdes. Categry - the shrtcut type. Belw, the legend displays nly thse shrtcuts designated by the System and Internet Explrer. This clumn als lists all field and chice shrtcuts that yur administratr Relativity Admin Guide - 107

108 cnfigured via field and chice prperties System actin keybard shrtcuts View keybard shrtcuts fr system actins: Alt + Dwn Arrw Next Highlight Alt + E Switch t Lng Text Mde Alt + End Last Dcument Alt + Enter Save and Next Alt + Hme First Dcument Relativity Admin Guide - 108

109 Alt + I Switch t Image Mde Alt + Left Arrw Page Up/Previus Image Alt + M Tggle Mdes (Draft, Nrmal, Preview) Alt + N Switch t Native Mde Alt + P Switch t Prductins Mde Alt + Page Dwn Next Dcument Alt + Page Up Previus Dcument Alt + Right Arrw Page Dwn/Next Image Alt + S Save Alt + Space Edit Alt + Up Arrw Previus Highlight Alt + V Switch t Viewer Mde Alt + Z Cancel Alt + Shift + Z Cpy frm Previus Internet Explrer keybard shrtcuts View Internet Explrer defined keybard shrtcuts: Ctrl + A - Select All Ctrl + C - Cpy Ctrl + F - Find Ctrl + P - Print Ctrl + Shift + T - Repen Last Tab Ctrl + T - New Tab Ctrl + V - Paste Ctrl + X - Cut 17.2 Special cnsideratins fr keybard shrtcuts Keep in mind the fllwing when wrking with Relativity s keybard shrtcuts feature: Keybard shrtcuts are active when: Keybard shrtcuts are enabled Fcus is in the Cre Reviewer Interface The viewer is either dcked r undcked while IE nly has ne tab pen If the shrtcut verlaps with a Windws shrtcut, bth shrtcuts are triggered. Fr example, if a prgram installed n a user s cmputer uses the Ctrl + Alt + R shrtcut, clicking Ctrl + Alt + R triggers that actin regardless f whether a user is in Internet Explrer. Keybard shrtcuts aren't triggered when: Keybard shrtcuts are disabled Fcus is nt in the Cre Reviewer Interface The standalne viewer is launched The viewer is undcked r in standalne mde and IE has mre than ne tab pen Viewing a dcument in native mde When the numbers 0-9 are used as shrtcuts, they nly fire when yu press these digits in the main sectin f the keybard. The shrtcut desn't fire if yu press thse digits fund in the keypad. Relativity Admin Guide - 109

110 Keybard shrtcuts nly execute in the Cre Reviewer Interface. Keybard shrtcuts nly execute in the Viewer Mdes listed in the legend. If the dcument viewer is undcked, shrtcuts that mve the cursr fcus t a text bx nly execute if Internet Explrer has a single tab pen Dcument field type shrtcuts The fllwing table utlines what dcument field types users can define shrtcuts fr and what behavir the shrtcuts trigger: Field Type Can define shrtcut? Layut Display Type Behavir Fixed Length Text Yes Text Fcus jumps t textbx Lng Text Yes Test Only Fcus jumps t textbx Rich Text NO ACTION Date Yes Date Fcus jumps t textbx Whle Number Yes Integer Fcus jumps t textbx Decimal Yes Decimal Currency Yes Currency User Yes Drp-dwn Drp-dwn chices are tggled Picker NO ACTION Blean Yes Checkbx Checkbx state is tggled Drp-dwn Drp-dwn chices are tggled Radibuttn Radi buttn selected Single Chice N Multiple Chice N Single Object N Multiple Object N File N 17.4 Dcument chice shrtcuts The fllwing table utlines what dcument chices users can define shrtcuts fr and what behavir the shrtcuts trigger: Chice Type Chice assciated with Dcument Single Chice Field Chice assciated with Dcument Multiple Chice Field Can define shrtcut? Layut Display Type Behavir Yes Radi buttn Chice is selected/deselected Drp-dwn Chice is selected/deselected Yes Checkbx Chice is selected/deselected Ppup Picker NO ACTION Relativity Admin Guide - 110

111 17.5 Creating keybard shrtcuts Any user with permissins t create r edit a field r chice can create keybard shrtcuts. Yu can nly cnfigure shrtcuts fr dcument fields and their assciated chices. Yu can define shrtcuts fr mst field types n the dcument bject, but the actin that a shrtcut triggers depends n the layut display type selected fr the fields and chices. See Dcument field type shrtcuts n the previus page and Dcument chice shrtcuts n the previus page. Yu can't define shrtcuts fr system actins r Internet Explrer defined shrtcuts. See System actin keybard shrtcuts n page 108 and Internet Explrer keybard shrtcuts n page 109 fr details. Yu can cnfigure user defined keybard shrtcuts n the Field page and Chice page. These prperties are identical t each ther. T cnfigure a field r chice shrtcut, perfrm the fllwing steps: 1. Select the Fields tab and click New Field. 2. Assign the new field the fllwing parameters: Object Type: Dcument Name: <required shrtcut name> Field Type: <data apprpriate> Required: Yes Keybard Shrtcut(example): Check the Ctrl bx Check the Alt bx Chse S frm the drp-dwn If this shrtcut is valid, yu receive a message saying <Valid Keybard Shrtcut> 3. Click Save. 4. Open a dcument in the Dcuments tab. 5. Click t make sure the field yu created is included as a shrtcut n the shrtcut legend. 6. Edit any layut and add the field yu just created. 7. Click Alt + Space t execute the Edit system shrtcut. 8. Click Ctrl + Alt + S t execute the shrtcut yu just created. 9. Repeat the shrtcut and nte the changes in the check bx. 18 Layuts Layuts are web-based cding frms that give yu the ability t view and edit dcument fields. Yu can use layuts t develp wrkflws specific t the needs f yur case. Yu can develp layuts that cntain nly the fields required t cmplete specific review tasks, making the review prcess clean and intuitive. Yu can als use bject-level permissins t turn layuts n and ff as necessary. Relativity Admin Guide - 111

112 18.1 Creating and editing layuts T create a new layut r edit an existing ne: 1. Navigate t the Layuts tab under the Administratin tab. 2. T add a new layut click New Layut. T edit a layut, click the Edit link next t the layut's name. T edit the layut's cntent, click n the name f the layut, the layut details page pens. Click the Build Layut buttn t bring up the ptins t add fields, text, new categries, child bjects, and assciative bjects. 3. Cmplete the required fields n the layut frm. See Fields belw fr mre infrmatin. 4. Click Save Fields The layut frm cntains the fllwing fields: Owner - determines which users can have access t the layut. Yu can select frm the fllwing ptins: Public - prvides all users with the ability t see the layut. By default, this value is selected. Specific User - limits the visibility f the layut t the selected user in the drp-dwn menu. Me - limits visibility t the lgged in user. Click Me t set this ptin. Nte: System administratrs can view layuts and ther items that users have made private. Object Type - indicates the kind f bject that the layut can be used t mdify r cde. Fr example, yu wuld select Dcument as the bject type if yu were creating a layut fr cding. Overwrite Prtectin - prevents a user frm saving changes t an item that anther prcess has mdified since the layut has been pened. By default, this field is set t Enabled. Relativity Admin Guide - 112

113 Yu can edit this field nly when the cnfiguratin value AllwChangesTOverwritePrtectin is set t True in the Relativity Cnfiguratin Table. By default, this value is False. If yu disable this prperty, this warning message appears, and require yu t cnfirm yur selectin: "Disabling verwrite prtectin allws users t save changes t the dcument, even if ther changes have been made since they last laded the dcument. Are yu sure yu wuld like t cntinue?" Befre disabling Overwrite Prtectin, carefully cnsider the implicatins f this setting fr yur current wrkflws. Relativity Applicatins - assciates the layut with an applicatin created n the Relativity Applicatins tab. Click the ellipsis ( ) buttn t display the Select Items pp-up, and chse an applicatin. T set this ptin, yu must have the permissin Manage Relativity Applicatins available under Admin Operatins n the Security page. If sme users have many layuts that they need during the curse f a dcument review, yu can add a new layut with dashes in the Name field ( ) and an apprpriate rder number t serve as a separatr. This assists in rganizing layuts and building the wrkflw Adding a chice t a layut T add a chice t a layut: 1. Click the Add link n a single chice and multiple chice field n the layut. 2. Cmplete the required fields n the New Chice frm. See Fields n chice n the next page. 3. Click Save. Relativity Admin Guide - 113

114 Once the new chice is created, it appears selected in the chice field n yur layut. If yu've created multiple new chices, the last ne created is selected. New chices als appear in the Chices list view that appears when yu click the Chices tab Fields n chice The new chice frm cntains the fllwing fields: Name - the chice value. Order - a number that represents the psitin f the chice in relatin t the field s ther chices. The lwer the number, the higher the psitin n the list. Items that share the same value are srted in alphanumeric rder. Clicking n the View Order buttn allws yu t see the rder f the ther items in the chice. Pane rder can be any integer (psitive r negative). N decimals are allwed. Nte: It s recmmended that yu rder by 10s, starting with 10, then 20, then 30, etc. Numbering in grups f 10 allws yu t insert an item int any psitin later in the wrkspace, withut the need t rerder all items. Parent chice - allws yu t select a parent chice belw which the current chice nests. Once yu have set yur family f chices and tagged values, editing a parent chice creates incnsistencies. Nte: If yu need t change a parent chice, create a new chice family, mass-edit the applicable dcuments, and then remve the ld chice. Relativity Admin Guide - 114

115 Highlight Clr - allws yu t set the highlight clr fr the chice if it's available fr right-click tagging. Keybard Shrtcut - allws yu t designate a keybard shrtcut fr the chice. Fr mre infrmatin, see Keybard shrtcuts n page Adding layut cntent Use the Layut Cnsle t display the ptins fr adding items t a layut. The cnsle is available after yu save a layut, r after yu display an existing layut frm the Layut List page. T add items t a layut: 1. Click Build Layut in the Layut Cnsle. 2. Use the fllwing ptins t build the layut: Add Field n the default categry allws yu t add a field t that categry. See Adding fields and text n page 117. Add Text n the default categry allws yu t add text t that categry. See Adding text t a layut n page 120 Remve allws yu t remve any field already added t the layut. Relativity Admin Guide - 115

116 The Layut Tls cnsle allws yu t create a new categry and enable the Cpy frm Previus tlbar t a layut. The Object Lists sectin f the cnsle allws yu t add a child bject list r an assciative bject list. 3. Click Clse nce yu have built yur layut Pp-ups n the layut In mst instances, chices and bjects appear as checkbxes and radi buttns. Occasinally there are t many ptins t reasnably display n the layut, such as in a large list f issues. In these cases, yu can display the chices in a pp-up picker. T add a field with a pp-up display, select Ppup Picker n the Display Type field n the Add r Edit Field t Layut frm. The chices fr the field will be accessible n the layut via. Clicking brings up all the chices n the field. Select Shw Filters t filter yur list if yu dn t see yur desired chice r bject n the picker. Relativity Admin Guide - 116

117 18.7 Adding fields and text T add a field t a layut, fllw these steps: 1. Click Build Layut in the layut cnsle n the layut r bject details page. 2. Click Add Field n the categry under which yu want the field t appear. 3. Cmplete the required fields n the add field frm. See Fields n Add Field t Layut belw 4. Click Save Fields n Add Field t Layut The Add Field t Layut frm cntains the fllwing fields: Categry - displays the name f the categry where the field is added. Yu select any categry in the layut, r use the default value ppulated when yu clicked the Add Field buttn. Field - displays the name f the field that is added. Yu can select any available wrkspace field. Yu can add a specific field nly nce t the layut. Read Only - includes the fllwing ptins: Yes - indicates that the field is read-nly. N - indicates that the field is editable. Relativity Admin Guide - 117

118 Order - indicates the placement f the field within a rw. Fields with lw rder numbers appear near the tp f the rw. Order numbers can be any psitive r negative integer. See Creating and editing layuts n page 112. Clumn - includes the fllwing ptins: Clumn 1 - adds the field t the left half f the layut. Clumn 2 - adds the field t the right half f the layut. Bth Clumns - allws the field t span acrss bth clumns. Rw - the rder number within the clumn. All rder rules apply t rws. Nte: Rw is similar t rder. It's the primary criterin fr the psitin f an item n a layut. Order is the secndary criterin, indicating the psitin within a rw. Display Type - cntrls hw the field appears n the layut. The field type determines the available display ptins: Fixed length - text appears as text. Whle number - appears as an integer. Date - appears as a date. Yes/n - has three values - blank, yes, r n. This field can be displayed as a drp-dwn, checkbx, r radi buttn list. Lng text - appears as text. Single-chice list - appears as a drp-dwn r radi buttn. Decimal - appears as a decimal. Currency - appears as currency. Multiple-chice - list can appear as a checkbx list r pp-up picker. A pp-up picker displays the field label and a bx cntaining the current field values. Reviewers click, which displays a filterable list f field chices. Filtering can be applied t pp-up picker views t find chices. Fr mre infrmatin n the pp-up picker, see Pp-ups n the layut. Nte: If a cding layut becmes lng and cumbersme, change the field display frm checkbx list t pp-up picker. This unclutters the layut by effectively hiding the field's chices and presenting them nly if necessary. Displaying a large number f chices with check bxes, drp-dwns, r radi buttns n a layut can als slw perfrmance. The display type autmatically flips t a pp-up picker if the number f chices exceeds the cnfigurable chice display limit. User can appear as a drp-dwn r a picker. Relativity Admin Guide - 118

119 Shw Clumn Name displays the field name as label when yu select this checkbx. Clear the checkbx t hide the label. Repeat Clumns cntrls hw single and multiple-chice lists appear n a layut. When yu select this ptin fr a multiple-chice field, chices are rdered left t right, and tp t bttm. Single Clumn Display: Enter 0, 1, r leave the ptin blank. Multiple Clumn Display: Enter any value higher than 1 t set the number f clumns. A value f 2 results in a tw clumn display. A value f 3 results in a three clumn display. Rws (lng text nly) is used t set the number f visible lines in a lng text bx, such as attrney cmments. Custm label is used t display yur wn text instead f the field name. Click buttn t enter yur custm label. Allw Cpy frm Previus cntrls the ability t cpy the value in a field frm the dcument listed in the Previus field. It is available nly n fields added t layuts f the dcument bject type. Yu can select the fllwing ptins: Yes indicates that the cding value fr this field can be cpied frm a subsequent dcument in a review. When yu select this ptin, the appears next t field name n the Building Layut page. Yu must als enable the Cpy frm Previus tlbar t display this icn. Relativity Admin Guide - 119

120 T cpy values in a review, the dcument layut must include the Cpy frm Previus tlbar as well as fields with Allw Cpy frm Previus set t Yes. See Adding the cpy frm previus tlbar. N indicates that the value fr this field cannt be cpied. Nte: The ptin Allw Cpy frm Previus is disabled fr fields that have their Read-Only ptin set t Yes, as well as fr system and relatinal fields such as MD5 HASH. If yu want the field deleted frm the layut, click Remve n the build layut page Adding text t a layut T add text t a layut: 1. Click Build Layut in the layut cnsle n the layut r bject details page. 2. Click Add Text under the desired categry. 3. Cmplete the required fields n the Add text frm. See Fields n Add Text belw 4. Click Save Fields n Add Text The Add Text frm cntains the fllwing fields: Relativity Admin Guide - 120

121 The add text t layut ptins are: Categries is the categry where the text appears. Select frm any layut categry. Rw is the rder number within the clumn. The lwer the number, the higher the psitin in the categry. Clumn allws yu t split the categry int tw clumns. Select Clumn 1 t add the field t the left half f the layut. Select Clumn 2 t add the field t the right half f the layut. Select Bth Clumns t have the field span acrss bth clumns. Order is the rder f the text within the rw. Each rw has its wn rder numbering. The lwer the number, the higher the psitin in the rw. Items that share the same value are srted in alphanumeric rder. Order can be any integer (psitive r negative). N decimals are allwed. Nte: It s always a gd idea t Order by 10s, starting with 10, then 20, then 30, etc. Numbering in grups f 10 allws yu t insert an item int any psitin later in the wrkspace, withut the need t rerder all items. Custm text is the text yu d like t add t the layut. Click the ellipsis and enter the text in the text bx Creating a new categry Categries act as headers that visually divide the layut int different sectins. Yu can create a categry fr each sub-task in a review. Fr each layut, Relativity autmatically creates a default categry. The categry cntains a default field that Relativity assigned t it based n the layut's bject type. Fr example, the default categry cntains the dcument identifier when the bject type f the layut is dcument and a Name field when the bject type is OCR Set r Analytics Prfile. Click n the default categry t rename it, and change its rder. T add a new categry t a layut: 1. Click Build Layut in the layut cnsle n the layut r bject details page. 2. In the layut tls cnsle, click Create New Categry. 3. Cmplete the required fields n the Categry Infrmatin frm. See Fields n the next page. Relativity Admin Guide - 121

122 4. Click Savet add the categry t the layut. Yu can click Cancel at any time t stp the categry creatin prcess and return t the Building Layut frm. After yu save a categry, it displays n the Building Layut page. T the left f the categry name, yu can see the rder number, such as (O:10) and (O:20). Nte: Yu can't delete a categry that cntains a field. Yu must remve any existing fields, and then delete the categry Fields The Categry Infrmatin frm cntains the fllwing fields: Title is the name f the categry. This name will display as a sectin header in the layut. Order is the number used t indicate the placement f the categry in the layut. Categries with lw rder numbers are displayed near the tp f the layut. Order numbers can be any psitive r negative integer. Cntextual Help allws yu t add cntextual help text t the layut t further guide users as they are interacting with the fields in this categry: Click t lad a web-based text editr where yu can write and edit cntextual help. Click OK t add the cntextual help text t the layut, r click Cancel if yu dn't want t save any changes. Click t clear ut any cntextual help text. Yu must click Save n the Categry Infrmatin frm t apply any changes yu make t the cntextual help fr the layut. Cntextual help appears as in the layut. Users can click this icn t display the cntextual help message. Relativity Admin Guide - 122

123 18.9 Adding child and assciative bject lists Yu can add a list f child bjects t layuts fr the parent bject type. Yu can add assciative bject lists t bjects related by a single r multiple bject field. The Layut Tls cnsle displays the ptins fr adding these lists t layuts when child r assciative bjects exist fr the current bject type. Nte: Child and assciative bjects frequently refer t user-created bjects in Relativity. These Dynamic Objects are securable, nn-dcument bjects added t a wrkspace. They can be linked t dcuments and t ther bject types t create pwerful custm applicatins within yur wrkspace Adding an bject T add an bject, fllw these steps: 1. Click the Add link n any single bject field n yur layut, whether the field appears as a drp-dwn menu r as a pp-up picker. 2. Cmplete the fields n the new bject frm. Fr example, if yu're adding a custdian, prvide the custdian's name and cmpany and whatever ther fields appear n the custdian layut yu're dealing with. Frm the drp-dwn menu, yu can chse a different custdian layut, which displays the fields cnfigured fr that layut. Yu can als click t edit the custdian layut. Changes t the custdian layut appear in this dialg and everywhere else that the custdian layut appears. 3. Click Save. Return t the dcument layut and cnfirm that the new bject appears. Fr example, ensure that the new custdian appears selected in the single bject Custdian field. If yu've created multiple new bjects, the last ne created is selected. A new bject appears in its respective list view when yu click its crrespnding tab. Relativity Admin Guide - 123

124 Adding child bject lists Yu can add a list f child bjects t layuts fr the parent bject type. T add a child bject list t a layut: 1. Click Build Layut in the layut cnsle n the layut r bject details page. 2. Click Add Child Object List in the layut tls cnsle. 3. Cmplete the required fields n the child bject list frm. See Fields n child bject list n the next page. 4. Click Save. The layut build frm displays the child bject list yu added. If yu want t delete the list frm the layut, click Remve next t it. The details page fr the child bject includes a child list f all items. The list prvides the fllwing ptin fr wrking with the child bjects: Relativity Admin Guide - 124

125 New creates a new bject f the type represented in the list. Delete remves bjects frm Relativity Fields n child bject list The child bject list frm cntains the fllwing fields: The fields available n the Add Child Object List frm include: Child Object displays available child bject types. Yur selectin determines the type f bjects that appear in the list. View displays views available fr the selected child bject. Links Pint t Ppup creates a hyperlink that allws yu t display bject details in a ppup. Select Yes t create the link r N if yu d nt want the link available. Order indicates the placement f the child bject list n the details page f the parent bject. When multiple lists are added t a page, they appear in numerical rder frm lwest t highest based n the value in this field. Relativity Admin Guide - 125

126 Adding assciative bject lists Yu can add assciated bject lists t the details page f an bject that is related t anther bject by a single r multiple bject field. T add an assciative bject list: 1. Click Build Layut in the layut cnsle. 2. Click Add Assciative Object List in the layut tls cnsle. 3. Cmplete the required fields n the assciative bject list frm. See Fields n child bject list n the previus page. 4. Click Save. The build layut page displays the assciative bject list yu added. If yu want t delete the list frm the layut, click Remve. The assciative bject list prvides the fllwing ptins: New creates a new bject f the type represented in the list. Link displays a ppup fr adding bjects f the same type t list. Unlink remves bjects frm the list Fields n assciative bject list The assciative bject list frm cntains the fllwing fields: Relativity Admin Guide - 126

127 Assciative Object displays available assciative bject types. Yur selectin determines the type f bjects that appear in the list. View displays views available fr the selected assciative bject. Links Pint t Ppup creates a hyperlink that allws yu t display bject details in a ppup. Select Yes t create the link r N if yu d nt want the link available. Order indicates the placement f the assciative bject list n the details page f the current bject. When multiple lists are added t a page, they appear in numerical rder frm lwest t highest based n the value in this field Cpy frm Previus Yu can design a layut t include the Cpy frm Previus tlbar. This enhances review by prviding the ability t cpy cding values frm ne dcument t anther within a review sessin Adding the Cpy frm Previus tlbar Yu can add the Cpy frm Previus tlbar t any layut with a dcument bject type. T add this tlbar: 1. Click Build Layut fr the layut n which yu want t enable Cpy frm Previus. 2. Click Enable Cpy frm Previus. Relativity Admin Guide - 127

128 3. Ensure that all applicable fields n the layut have the ptin Allw Cpy frm Previus set t Yes. If thse fields are set t N and yu want their values t be cpied during review, set the Allw Cpy frm Previus ptin t Yes. If yu need t remve the Cpy frm Previus ptin frm a layut click Disable Cpy frm Previus. This buttn nly becmes available after yu add the tlbar t a layut. 4. Click Clse Using Cpy frm Previus When the tlbar appears in the Cre Reviewer Interface, it prvides the fllwing ptins: Previus - displays the dcument identifier f the dcument last saved by the reviewer. The cpyable cding values assigned t this dcument are applied t current dcument, when the reviewer clicks a buttn in the tlbar. Cpy frm Previus - applies the cding values t fields that have the ptin Allw Cpy frm Previus set t Yes. The cding values frm the cpyable fields are applied t the dcument currently displayed in the viewer. The reviewer can mdify the values as necessary, and then save these changes. Relativity displays next t fields with values that can be cpied frm the previus dcument. After yu cpy the value int the field, this icn is replaced with the. The redisplays next t a cpied field that yu have mdified. T use Cpy frm Previus: 1. When yu start a review sessin, cde the values fr the first dcument and click Save & Next. This enables the Cpy frm Previus ptin n the dcument layut. The Previus field is updated with the dcument identifier f this first dcument. Relativity Admin Guide - 128

129 2. Click Cpy frm Previus when yu want t cpy the cding values f the designated fields frm the previusly-saved dcument t the current ne. After Relativity ppulates the layut with these cding values, yu can cntinue t mdify them. 3. Click the Save & Next buttn t save yur changes, and cntinue the review prcess. If yu click Save r Cancel, the layut is displayed as read-nly and the Cpy frm Previus tlbar is disabled. Yu can click Edit t restart the review. Yu must then cde the first dcument, and click Save & Next befre the Cpy frm Previus tlbar is enabled. Whenever yu leave Edit mde r select a different layut, yu need t repeat this prcess. In the layut, the Previus field displays the dcument identifier f the dcument that yu last saved. Nte: The default keybard shrtcut fr the Cpy frm Previus buttn is Alt + Shift + Z. Hwever, yur wrkspace may be cnfigured with a custm keybard shrtcut. Cntact yur Relativity administratr fr additinal infrmatin. 19 Markups Markups in Relativity refer t highlights and redactins. Yu can add markups t dcuments using the Relativity image viewer. When yu pen a dcument in the cre reviewer interface, select Image t image the dcument if necessary and pen the dcument as an image. Nte: If tw peple edit a markup at the same time, an errr ccurs Highlights When yu create a highlight, a clred bx appears in the area yu select, just like using a highlighter Creating highlights T create a highlight, perfrm the fllwing steps: 1. Click. Yellw is the default clr. Click the drp-dwn t select a different clr. 2. Draw the highlight acrss the sectin(s) f text yu want t highlight. When yu create a highlight, it appears in the Markup Navigatin Pane. See Using the Markup Navigatin pane n page Redactins A redactin hides text n a page. In Relativity, yu can create several different types f redactins: Creating basic redactins n the next page Creating inverse redactins n the next page Creating full-page redactins n page 131 Creating mass redactins n page 131 Relativity Admin Guide - 129

130 When yu create a redactin, it appears in the Markup Navigatin Pane. See Using the Markup Navigatin pane n page Creating basic redactins T apply a basic redactin t a dcument, perfrm the fllwing steps: 1. Click. The black redactin tl is the default. Click the drp-dwn t select a different tl. Yu can select frm the fllwing: Black - creates a slid black bx, like using a black marker. While yu draw the bx, a gray translucent fill appears. Crss - creates a white redactin bx black brder and a black X frm crner t crner. Text - creates a white redactin bx with black text. The text will fill the bx by default. T change the fnt size, keep the redactin bx selected and click, then select a new fnt size frm the drp-dwn. Yu can right-click a text bx redactin t apply different text. See Editing redactin text n page 132. The Administratr determines which text ptins are available. White - creates a slid white bx with a gray brder. The gray brder wn't be printed r prduced. 2. Draw the redactin bx(es) acrss the sectin(s) f the page yu want t redact. Yu can draw in any directin Creating inverse redactins An inverse redactin creates a black redactin acrss the full page except n the lcatins where yu draw bxes. T create an inverse redactin, perfrm the fllwing steps: 1. Click. 2. Draw the inverse redactin bx(es) acrss the sectin(s) f the page yu d nt want t redact. A blue cast indicates where the black redactin is created, and the white bx indicates the area that is nt redacted. Yu can mve r resize the white bx using the cntrls. Relativity Admin Guide - 130

131 Creating full-page redactins A full-page redactin creates a redactin acrss the entire page. T apply a full-page redactin, click. The black full page redactin tl is the default. Click the drp-dwn t select a different tl. Yu can select frm the fllwing: Black - creates a slid black bx, like using a black marker. Crss - creates a white redactin bx with a black brder and a black X frm crner t crner. Text - creates a white redactin bx with black text. Yu can right-click a text bx redactin t apply different text. See Editing redactin text n the next page. The Administratr determines which text ptins are available. White - creates a slid white bx with a gray brder. The gray brder wn't be printed r prduced. Yu can als create a keybard shrtcut t apply a full-page redactin. See Creating keybard shrtcuts n page 111. After yu apply a full-page redactin, yu can resize it t make it smaller than the full page and then wrk with it like a nrmal redactin Creating mass redactins Yu can use the mass redact ptin t apply full-page redactins f any type t a set f pages in yur dcument. T apply mass redactins, perfrm the fllwing steps: 1. Click. The Mass Redact Optins ppup appears. 2. Select the type f redactin t apply. Yu can select frm the fllwing: Black - creates a slid black bx, like using a black marker. Crss - creates a white redactin bx with a black brder and a black X frm crner t crner. Text - creates a white redactin bx with black text. In the Text Optins sectin, yu can select the fnt size and text t apply t the redactins. T apply custm text, select <Enter Custm Text> frm the Text drp-dwn, then enter the text in the Text field. White - creates a slid white bx with a gray brder. The gray brder wn't be printed r prduced. 3. Specify a range f images t apply the redactin t. Select Pages and enter a set f pages r select All pages in dcument t apply the full-page redactins t the entire dcument. 4. Click OK. The redactins are applied t the set f pages yu specified Editing markups T resize a single markup, click inside the markup shape. White dt cntrls will appear n the crners and edges f the markup. Select any cntrl and drag t resize the markup. Yu can mve r delete markups individually r as a set. T select multiple markups, click the selectr tl and drag acrss the markups. Alternatively, press Shift r Ctrl and click t select individual markups, r click Ctrl + A t select all markups n an image. Cntrls will appear n the crners and edges f all selected markups. Relativity Admin Guide - 131

132 T mve, click and drag the selected markups t a new lcatin. Yu can als mve selected markups using the arrw keys. Each time yu hit an arrw key, the markups mve 10 pixels in that directin. Fr finer cntrl, hld Shift while pressing an arrw key, and the markups mve nly 1 pixel in that directin. T delete, right-click a selected markup and click Delete, r press the Delete key and click Yes n the Cnfirm Delete ppup. All selected markups are deleted. Nte: If yu have a full-page redactin applied t an image, then yu apply an additinal full-page redactin, the mst recently applied full-page redactin appears n tp. If yu then delete the secnd redactin, the first full-page redactin persists Wrking with verlapping markups If yu have multiple markups n a page that verlap each ther, when yu hver ver the markups, translucent cntrls will appear. Click the markup yu want t wrk with, and the cntrls becme active t indicate which markup is active. In the fllwing example, the black bx redactin is active. Yu can select any f the cntrls n the black bx redactin, even the nes that are verlapped by the crss redactin, t resize the black bx redactin Editing redactin text T edit the text in a text bx redactin, perfrm the fllwing steps: 1. Right-click the redactin and select Edit. The Enter Redactin Text ppup pens. 2. Enter the new redactin text in the field and click OK. The new text appears in the redactin. Relativity Admin Guide - 132

133 Editing fnt size in text bx redactins The fnt size fr text bx redactins defaults t fill the entire text bx. T edit the fnt size, perfrm the fllwing steps: 1. Select the text bx redactin(s). Yu can press Ctrl r Shift and click t select multiple text bx redactins. 2. Click the Fnt Size tl and select a fnt size. The fnt size is applied t the text in all selected text bx redactins. When yu create a new text bx redactin, the last selected fnt size is autmatically applied t the text Mass deleting markups Yu can mass delete markups frm a single page, frm a range f pages, r frm yur entire dcument at nce using the delete redactins and highlights ptin. T mass delete markups, perfrm the fllwing steps: 1. Click. The Mass Delete Markup Optins ppup appears. 2. Select the markup types yu want t delete. Yu can select Nn full-page redactins, Full-page redactins, Highlights, r any cmbinatin f these. 3. Select the range f pages frm which t delete the selected markups. Yu can select This page, Pages (enter a set f pages), r All pages in dcument. 4. Click OK. The selected markup types are deleted frm the range f pages yu selected Cntrlling redactin visibility Yu can tggle redactin visibility between visible, transparent, and invisible. Use the Change Markup Visibility buttn t change the setting. Click nce t set the markups t transparent. Click a secnd time t set the markups t invisible. The redactins are nt deleted, just temprarily hidden. Click a third time t return the markups t full visibility. When yu print an image, the Print Optins ppup is ppulated with settings fr displaying redactins and highlights based n the current markup visibility setting Viewing markup histry T view the histry f any highlight r redactin, right-click it and select Shw Markup Histry. The Markup Infrmatin ppup appears with infrmatin identifying each actin, the user wh perfrmed the actin, and the date and time at which the actin was perfrmed Using the Markup Navigatin pane In the viewer, yu can lcate markups in a dcument using the Markup Navigatin pane. T pen this pane, click in the lwer right crner f the viewer. The Markup Navigatin pane displays a list f all redactins and Relativity Admin Guide - 133

134 highlights that reviewers created in the dcument, as well as references t their page numbers and parent markup sets. Yu can click the markup type hyperlink t jump t the page where the markup ccurs. In additin, Relativity updates the active markup set t the ne assciated with yur hyperlinked selectin in the Markup Navigatin pane. 20 Markup sets Markup sets are securable sets f highlights and redactins available t reviewers fr applying text redactins t dcuments in the viewer. Fr example, if yu want t mark certain redactins as Cnfidential and thers as Private, yu can create a markup set cntaining the wrds "Cnfidential" and "Private" and apply them t yur dcument set withut manually entering the wrds fr each textbx redactin. Yu can create as many markup sets as yu want. Yu culd create a different markup set fr each grup f reviewers, r yu culd create ne markup set cntaining all redactin types yu make available. Yu can select any available markup set frm a drp-dwn in the viewer. Relativity Admin Guide - 134

135 While viewing a dcument, yu can change markup sets in the drp-dwn and see different highlights and redactins in the dcument. Relativity allws tw reviewers t redact the same dcument at the same time using different markup sets. In the viewer, yu can lcate markups in a dcument using the Markup Navigatin pane. T pen this pane, click in the lwer right crner f the viewer. The Markup Navigatin pane displays a list f all redactins and highlights that reviewers created in the dcument, as well as references t their page numbers and parent markup sets. Relativity Admin Guide - 135

136 Yu can click the markup type hyperlink t jump t the page where the markup ccurs. In additin, Relativity updates the active markup set t the ne assciated with yur hyperlinked selectin in the Markup Navigatin pane. Nte: Befre yu apply markup t a dcument, nte that the Native Time Zne Offset field cntrls the date and time displayed n redacted and highlighted images. Yu may want t review and adjust the UTC value if necessary t avid placing incrrect time designatins n dcuments yu intend t prduce, which culd lead t inaccurate prductins Creating and editing a markup set T create r edit a markup set: 1. Click the Markup Sets tab under the Administratin tab. 2. Click New Markup Set. If yu want t edit an existing markup set, click the Edit link next t the markup set name. 3. Cmplete the fields n the markup set frm. See Fields belw. 4. Click Save Fields Markup sets cntain the fllwing fields: Name - the name f the markup set. Order - indicates the placement f the markup set in the markup set drp-dwn in the viewer. Use the fllwing guidelines when rdering markup sets: The Markup Set drp-dwn displays markup sets with lw rder numbers near the tp f the list. (The default markup set has the lwest rder number.) Sets with the same rder number srt alphanumerically. Relativity Admin Guide - 136

137 Yu can use any psitive r negative integer fr the rder number. Yu can't use a decimal as an rder number. Nte: We recmmend rdering markup sets by grups f 10, such as 10, 20, 30, and s n. This allws yu t easily insert anther markup set withut having t rerder the existing nes. Redactin text - enter the wrds r phrases that yu want t set as textbx redactin ptins. T set multiple ptins, enter each term n a separate line Cpying markup sets On the markup set list, yu can use the Cpy mass peratin t duplicate a markup set. When yu cpy a markup set, yu als cpy any existing redactins that have been applied t dcuments. Fr example, yu redact dcuments with a markup set called Attrney, and then yu cpy this markup set, renaming it t Expert. Yu then pen a dcument previusly redacted with the Expert markup set. The viewer displays the dcument with the redactins previusly applied with the Attrney markup set. T cpy a markup set, fllw these steps: 1. Click the Markup Sets tab under the Administratin tab. 2. Select the checkbx next t the markup set(s) yu want t cpy. 3. Select Cpy frm the mass peratin drp-dwn list, and click G. The markup set autmatically cpies and appears in the markup set list. T edit the name f the new markup set, click the Edit link, enter a new name, and click Save. Nte: If yu want t create a duplicate markup set withut cpying redactins, display the details view f a markup set, and cpy the entries in the Redactin Text bx. Create a new markup set, and paste these entries in it. Relativity Admin Guide - 137

138 21 Mass peratins Using mass peratins, yu can perfrm actins n a set f dcuments at nce instead f perfrming the same actin fr each individual dcument. Sme mass peratins are available t reviewers, while sme are limited t administratrs. Access t each mass peratin can be granted individually. Nte: Mass peratins temprarily lck the dcument table while executing. In a wrkspace with a large number f recrds and users, the table may be lcked fr an extended perid f time and prevent users frm perfrming standard edits. In such cases, we recmmend carrying ut mass peratins at night r an ff-peak time. See the fllwing mass peratins fr details: Mass edit belw Mass mve n page 140 Mass delete n page 141 Mass prduce n page 144 Mass replace n page 144 Mass image n page 145 Mass print images n page 146 Tally/sum/average n page 147 Send t CaseMap n page 148 Mass exprt t file n page 150 Prcess transcripts n page 151 Yu can als create custm mass peratins fr yur wrkspace Mass edit Yu can use the mass edit peratin t mdify fields and cding values fr multiple dcuments r bjects at the same time. Yu can use any layut that yu have rights t. T perfrm a mass edit peratin, perfrm the fllwing steps: 1. Frm the mass peratins bar n the dcument list, chse whether t edit All searchable items, Checked items r These items in the current returned set. 2. Select Edit in the drp-dwn, and click G. 3. The Mass Edit frm displays. Using the drp-dwn, yu can select frm all layuts yu have rights t see. 4. Select the fields yu d like t edit. Optins set in unchecked fields are nt applied. There are three ptins fr multiple-chice field values, knwn as a tri-state check bx: Blank (Wrngful Terminatin r Theft in the example), as shwn n the Firm C Issues chice, remves the value frm any f the selected dcuments. Shaded (Ht in the example) leaves any values n the selected dcuments as-is. Checked (Emplyee Dispute in the example) applied the ptin t all selected dcuments. 5. Click Save t apply yur changes. Relativity Admin Guide - 138

139 Wrking with multi-chice fields n the mass edit frm In the mass edit frm, there are tw ptins fr editing multi-chice fields: a checkbx r a pp-up picker. When yu select the pp-up picker as the display type during the layut build, there are tw ptins t edit the field: Check and Uncheck. Click the Check buttn t create a list f items t add t the field. Click the Uncheck buttn t create a list f items t remve frm the field. Items nt selected remain unchanged. Clicking either Check r Uncheck pens the Available Items windw. Frm the Available Items list, yu can mve chices and bjects int the Selected Items list belw. Select the check bx next t the desired selectin and click Add. This builds a list in the bttm windw f selected items. T remve smething frm this list, select it and click Remve. Click Set t prceed with the actin t Check r Uncheck the items frm the field. Cancel stps any actin. Items nt selected remain unchanged. Belw, the mass edit frm reflects checked and unchecked bjects and chices. Relativity Admin Guide - 139

140 Once values have been set, a Clear link displays next t the Check and/r Un-Check buttns. Yu can then clear the set values withut having t return t the Items t Check windw and remve them. Nte als the Add link in the bttm right crner f the field setting. Yu can add a new chice t a multi-chice field. Click Save t apply yur updates and redisplay the item list. If the item list lads slwly, and yu cancel the request, yur updates t the dcuments remain saved. Nte: When yu attempt t mass edit dcuments in the Related Items pane while there are unsaved changes in the current layut, Relativity displays a message indicating that yur changes will be lst. If yu cntinue, the cding values in the layut are updated t match thse selected fr the mass edit Mass mve Yu can use the mass mve peratin t mve selected dcuments t a new flder. If yu mass mve any dcuments, any custm security applied t thse dcuments is lst. The dcument inherits the rights f the new parent flder. 1. Frm the mass peratins bar n the dcument list, chse whether t mve All searchable items, Checked items r These items in the current returned set. Relativity Admin Guide - 140

141 2. Select Mve in the drp-dwn, and click G. The mass mve select flder frm displays. 3. Select the target lcatin and click OK. Nte that all dcuments are mved t the target directry. The subdirectry structure f the surce flder is maintained Mass delete Yu can use the Mass delete peratin t remve a grup f dcuments r bjects frm Relativity in a single peratin. When yu delete dcuments, yu can als remve their images and natives frm the file servers. If yu have the apprpriate permissins, yu may als be able t frce delete dcuments and certain bjects, which includes unlinking assciative bjects and deleting child bjects. This ptin is available when yu have the Delete Object Dependencies permissin listed in the Admin Operatins sectin f the security page. Nte: Yu can't und a mass delete peratin Perfrming a mass delete n dcuments T perfrm a mass delete n dcuments, perfrm the fllwing steps: 1. Frm the mass peratins bar n the dcument list, chse whether t delete Checked items, All searchable items, r These items in the current returned set. 2. Select Delete, then click G. The Delete Details pp-up displays. 3. Select the files assciated with the dcuments that yu want t delete. Relativity Admin Guide - 141

142 4. Select a setting t specify the files yu want t delete and ptinally t frce certain dcuments t delete: Delete dcuments and all assciated files - remves the selected dcuments, including images, natives, and field values. Delete nly images frm selected dcuments - remves nly the images fr the selected dcuments. Native files and field values fr the dcuments aren't deleted. Delete nly natives frm selected dcuments - remves nly the native files fr the selected dcuments. The images and field values fr the dcuments aren't deleted. Delete nly images and natives frm select dcuments - remves nly the images and native files fr the selected dcuments. The field values fr the dcuments aren't deleted. (Optinal) Frce a delete even if redactins, highlights, links, r tags are present: - if this bx is checked, the Mass Delete remves the dcuments, as well as any redactins, highlights, links r tags that they cntain. If this bx is unchecked, dcuments cntaining redactins, highlights, links, r tags aren't deleted, and Relativity displays a warning message. Nte: Relativity deletes the dcuments in batches. If an errr ccurs in a batch, Relativity desn't delete dcuments that haven't been prcessed, and Relativity cntinues by prcessing the next batch. Depending n yur security permissins, yu may see the ptin Delete children and unlink assciative bjects t frce delete. Select this ptin if yu want t frce the selected dcuments t delete, which includes deleting children and unlinking any assciative bjects. Relativity deletes the child bjects and unlinks assciative bjects nly when a dcument itself is successfully remved frm the applicatin. If an errr ccurs, and the dcument isn't deleted, then any children and assciative bjects are unchanged. Relativity Admin Guide - 142

143 5. (Optinal) T view a reprt shwing affected bjects, click Dependencies. When the current bject desn't have any children r assciative bjects, the Dependencies buttn is disabled Perfrming a mass delete n ther bjects T perfrm a mass delete peratin n ther bjects, perfrm the fllwing steps: 1. Navigate t the tab fr the bject that yu want t delete. 2. Select Checked items, All searchable items, r These items in the current returned set. 3. Select Delete and then click G. The Delete Details frm prmpts yu t cnfirm the deletin. Depending n yur security permissins, yu may see a message n the Delete Details Frm indicating that Relativity deletes children and unlinks assciative bjects when yu remve the selected bjects. This ptin is available when yu delete Dynamic Objects such as Transfrm Sets, Analytics Categrizatin Sets, Search Terms Reprts, OCR Sets, Image Sets, and their assciated bjects. 4. Click Delete t delete the bject and its children, as well as unlink assciative bjects. This message displays when yu have the security permissin Delete Object Dependencies listed in the Admin Operatins sectin f the Security page. 5. (Optinal) T view a reprt shwing affected bjects, click Dependencies. When the current bject desn't have any children r assciative bjects, the Dependencies buttn is disabled Enabling r disabling snapsht auditing n delete When perfrming a delete, yu can ptinally create a snapsht f the current field values in the deleted recrd. Relativity stres this data in the histry fr the wrkspace. While yu can enable this prperty t Relativity Admin Guide - 143

144 facilitate searching wrkspace histry, it can als significantly increase the size f the audit table fr the wrkspace. T enable r disable this ptin, navigate t the Object Type tab, and edit the Dcument bject type. Nte: Enabling Snapsht Auditing On Delete increases the database size Mass prduce Yu can use the mass prduce peratin t add dcuments t an pen prductin and t set the manner in which thse items are prduced. Fr example, yu culd run a search fr all items yu d like t prduce and then filter fr Excel dcuments. Yu culd add thse t yur prductin as native nly. Yu culd then find the remaining recrds yu d like t prduce and add them t yur prductin as images nly. T perfrm a mass prduce peratin, perfrm the fllwing steps: 1. Frm the mass peratins bar n the dcument list, chse whether t prduce All searchable items, Checked items, r These items in the current returned set. 2. Select Prduce in the drp-dwn, then click G. The Prduce Dcuments frm displays. 3. Cmplete the fields n the Prduce Dcuments frm. See Fields belw Fields Name - Select yur prductin frm all pen prductins. Prductin sets that yu already prduced aren't available in the list. Files t Prduce - Select which versins f each dcument are prduced. Images and Natives - includes bth natives and images fr the selected recrds. If yu want t include slipsheets fr native dcuments, yu must select this ptin. Nte: If yu're prducing images and natives, ensure that yu aren't including natives fr images with redactins. There's n way t redact the exprted natives, s exprting natives with redacted images wuld expse the infrmatin behind the redactins. Images Only - includes nly images fr the selected recrds. Natives Only - includes nly natives fr the selected recrds Mass replace Yu can use the mass replace peratin t replace existing field text with new cntent. T perfrm a mass replace peratin, perfrm the fllwing steps: 1. Frm the mass peratins bar n the dcument list, chse whether t replace text in All searchable items, Checked items, r These items in the current returned set. 2. Select Replace in the drp-dwn, then click G. The Replace Dcuments frm displays. 3. Cmplete the fields n the Replace Dcuments frm. See Fields n the next page. Relativity Admin Guide - 144

145 Fields Field - the field yu wuld like t update. Select frm wrkspace fixed length r lng text fields. Actin - determines the actin t be perfrmed: Replace Entire Field - replaces the field entirely. Append t End - adds the new value t the end f the field. A delimiter ptin appears. Enter a character t separate the existing and appended values. Insert at Beginning - adds the new value t the beginning f the field. A delimiter ptin appears. Enter a character t separate the existing and prepended values. Search Fr - use t search (and thus replace) nly selected text in the field instead f the entire field. A new text ptin displays, where yu can enter the text t be replaced. Update With - determines is applied t the field. Text - adds text t the field. Field - adds anther field s value t the field set abve. Click Add Anther Field at the tp f the frm t add an additinal replacement actin t the frm Mass image Mass imaging creates TIFF r JPEG images fr a dcument set based n the settings in the imaging prfile yu select. Relativity als prvides a default imaging prfile that yu can use ut-f-the-bx. Yu can custmize prfiles t create clr JPEG images, adjust image size, and leverage ther frmatting ptins. Nte: The mass image peratin is disabled if the Imaging applicatin isn't installed. T perfrm a mass image peratin, perfrm the fllwing steps: 1. Frm the mass peratins bar n the dcument list, chse whether t image All searchable items, Checked items r These items in the current returned set. 2. Select Image in the drp-dwn and then click G t display the Image Dcuments ppup. 3. Select an ptin in the Imaging Prfile drp-dwn. Only prfiles that yu have permissins t use are displayed. Yu can als use the Default prfile fr the imaging jb. 4. Click OK t create the images. Depending n the number f images being created, this may take sme time. Image-n-the-fly jbs take precedence ver batch image jbs. Nte: The mass image peratin uses the same technlgy as the Relativity native file viewer. Relativity Admin Guide - 145

146 21.7 Mass print images Use the mass print images peratin t batch-print dcument images. T mass print images, perfrm the fllwing steps: 1. Frm the mass peratins bar n the dcument list, chse whether t print All searchable items, Checked items, r These items in the current returned set. 2. Select Print Images and then click G. The Print Optins frm displays. 3. Select the apprpriate settings fr yur mass print images peratin. See Print ptins belw Print ptins Printer Name - where yu can select any lcal printers. Send each dcument individually - makes each dcument print as a separate print jb. Send all dcuments as ne print jb (nly fr PDF Printers) - cmbines all dcuments int ne print jb. This is nly intended fr PDF creatin using a PDF print driver and creates ne PDF frm all the dcuments selected. Yur viewer must be versin 5.08 r later. Nte: Sending all dcuments as ne print jb t a physical printer is nt recmmended. Depending n yur printer setup, it can cause issues with yur print queue. Image Set Optins Original Images - prints nn-prduced versins f the dcuments. Prduced Images - prints prduced versins. Print Optins If yu select Prduced Images, yu can select which versin f the dcument yu d like t print by clicking mdify prductin rder. If a dcument was nt part f the selected prductin, yu can check Include riginal images fr dcuments that haven t been prduced t include the riginal instead. Mdify Prductin Order is where yu can see a list f prductin in ur wrkspace. Frm here, yu can select which versin f the dcument is included in the print set. The print jb first lks at the prductin set at the tp f the list. If it is included in this prductin, that versin is printed. If nt, the print jb checks if the dcument is in the next prductin, if it is, that versin is printed, if nt it mves t the next prductin and s n. Print Highlights - includes any highlighting n riginal image. Print Redactins - includes any text r stamp redactins. Print Slip Sheets - includes a slipsheet between dcuments. Yur slipsheet can be: (Blank page) includes a blank page. (Identifier Only) includes a page with the dcument identifier stamped. <Dcument layuts> includes a slipsheet with the fields frm any dcument layut. The values fr the prceeding dcument are shwn fr thse fields. Relativity Admin Guide - 146

147 Stamp Identifier - where yu can select whether yu d like t print any identifier value n the pages. Nne des nt include any identifier. Dcument Identifier includes the images dcument identifier. Image Number includes the images page identifier. Stamp Lcatin - determines where the identifier is stamped. Select frm: Tp Left Tp Center Tp Right Bttm Left Bttm Center Bttm Right Markup Set - select which markup set s redactins and highlights are applied. This ptin is present nly if there are tw r mre markup sets n the wrkspace that yu have rights t see Tally/sum/average Yu can use the tally/sum/average peratin t tally, sum, r average the values f fixed-length text, chice, user, and number fields assciated with dcuments r bjects. This peratin is cmmnly used t determine the number f pages in a print jb r prductin. Fr dcuments, it's recrded under the dcument histry. T perfrm a tally/sum/average peratin, perfrm the fllwing steps: 1. Frm the mass peratins bar n the dcument list, chse whether t tally/sum/average All searchable items, Checked items, r These items n in the current returned set. 2. Select Tally/Sum/Average in the drp-dwn, and click G. The Tally/Sum/Average ppup displays with ptins fr the fllwing fields: Field - used as the basis f the calculatin. Fr example, yu culd select a custdian field if yu want a tally f these entries. Functin - the ptin perfrmed n the field: Tally - lists a cunt fr each item type in the specified fields f all selected dcuments r bjects. Sum - adds the values in the specified numeric fields f all selected dcuments r bjects. Average - calculates mean value f the specified numeric fields fr all selected dcuments r bjects. The result f a tally is similar t a summary reprt; it utlines the values f a field and the cunt fr each. After yur results are displayed, yu can perfrm the fllwing actins: Filter the results Clear All filter text Brwse thrugh the results using the blue arrws Relativity Admin Guide - 147

148 Srt the results Exprt results t an external file 21.9 Send t CaseMap Yu can use the Send t CaseMap feature t bulk-send items t yur CaseMap database, versins 7 and abve. T perfrm the bulk send, yu must have CaseMap installed and pen t the crrect wrkspace. There is a Relativity system view called CaseMap fields that cntrls which fields are sent t CaseMap. See Views n page 328 fr mre infrmatin abut editing views. Nte: CaseMap is nt cmpatible with Windws 8. T perfrm a send t CaseMap peratin, perfrm the fllwing steps: 1. Frm the mass peratins bar n the dcument list, chse whether t exprt All searchable items, Checked items, r These items in the current returned set. Next select Send t CaseMap in the drpdwn and click G. Yu may be prmpted t pen r save a file, CaseMapSend.cmbulk. If s, click Open. This launches the Bulk Send t CaseMap wizard. 2. Click Next n the main screen. If yu dn't have CaseMap pen, yu're prmpted t launch the applicatin. Once CaseMap is pen, the wizard prmpts yu t switch t the applicatin. 3. Click the Switch t CaseMap buttn, and then click Next. The wizard asks yu t cnfirm that the case wrkspace yu have pen is the crrect target wrkspace. 4. Click Next if the wrkspace listed is the crrect target. The View/Edit Field Mappings sectin displays, where yu can map the Relativity fields (set in the CaseMap fields view) t CaseMap fields. The first time yu g thrugh this prcess, yu need t map the fields. CaseMap shuld autmatically ppulate the matches n subsequent bulk sends. 5. Click Mdify t bring up the field mapping sectin f the wizard. Relativity Admin Guide - 148

149 Yu can use the ptins t preview any f the data, reset the mappings, lad mapping settings frm a previus lad, r save yur current mappings. 6. T map yur fields, g t the Dcument Spreadsheets field and duble-click n the field yu d like t map t pen the New Item bx. 7. Select the Relativity field frm the Select a surce Data field bx and click OK. 8. Repeat the abve fr all fields yu'd like t map, and then click OK in the Bulk Send t CaseMap wizard. Clicking OK brings yu back t the secnd screen f the wizard. Review the matches, and then click Next. A final cnfirmatin screen displays. 9. Click Finish t cmplete the send. Relativity Admin Guide - 149

150 21.10 Mass exprt t file Use the Exprt t file (previusly knwn as Exprt t Excel) peratin t exprt the cntents f the current list t a file. Any items and fields in the current view r reprt are exprted. Unicde characters are permitted. Nte: In Admin mde, yu see the Exprt t Excel link displayed in a navigatin bar n the Views, Tabs, and Relativity Scripts Library tabs. T perfrm the Exprt t file mass peratin, perfrm the fllwing steps: 1. Frm the mass peratins bar n the dcument list, chse whether t exprt All searchable items, Checked items, r These items in the current returned set. 2. Select Exprt t File in the drp-dwn and click G. The Exprting Dcuments frm displays. 3. Select values fr the fields n the Exprting Dcuments frm. See Fields belw. 4. Click Run t exprt the file r Cancel t cancel the exprt Fields Frmat Excel spreadsheet via HTML (.xls) creates an Excel file. Cmma Separated Values (.csv) creates a cmma delimited text file. Cncrdance DAT frmat (.dat) creates a DAT text file with the standard cncrdance delimiters. Encding - Select the desired encding fr the utput file. Relativity Admin Guide - 150

151 21.11 Prcess transcripts Prcessing f a transcript reads the ASCII text file, identifies page breaks, and parses ut the cntent f the transcript int a hyperlinked wrd index fr fast searching f the cntent. Fr mre infrmatin, see Transcripts n page 311. T wrk with transcripts, first lad the transcripts int Relativity as yu wuld any ther type f native file. Relativity accepts nly ASCII text transcripts. Fr rganizatinal purpses, yu may find it beneficial t create a flder called Transcripts at the rt f yur wrkspace. Yu can stre yur transcripts in this flder. Additinally, yu can add any subflder ptins yu'd like. T prcess transcripts, perfrm the fllwing steps: 1. Frm the mass peratins bar n the dcument list, chse whether t prcess All searchable items, Checked items, r These items in the current returned set. 2. Select Prcess Transcripts in the drp-dwn, and then click G. The Prcess Transcripts pp-up displays with ptins t cntrl hw transcripts appear in the viewer. 3. Enter text in an ptin field t perfrm that actin. See Fields belw Fields Header t Add - where yu can add text t the header f each page. Added headers nly shws in viewer preview mde and n printed versins f a transcript. Fter t Add - where yu can add text t the fter f each page. Added fters nly shws in viewer preview mde and n printed versins f a transcript. Header t Remve - where yu can remve any existing headers. Fter t Remve - where yu can remve any existing fters. 22 Matters Clients in Relativity are assciated with ne r mre matters. Matters are used t define the different cases, disputes r advising that a firm may be invlved with fr a client. Within Relativity, a matter must be assciated with an existing client. A matter can als be assciated with ne r mre wrkspaces, but it's nt required. Relativity Admin Guide - 151

152 22.1 Creating r editing a matter T create r edit a matter, perfrm the fllwing steps: 1. Select the Matters tab. 2. Click New Matter t create a new matter, r click Edit next t the matter whse infrmatin yu want t edit. The Matter Infrmatin frm displays with required fields in range. 3. Cmplete the fields n the Matter Infrmatin frm. See Fields belw Fields Name is the matter s name. This field must be between 1 and 50 characters. Matter Number is a unique number that identifies the matter. Use this number internally t rganize yur matters. Status is the matter s current status. The default ptins are Active r Inactive, but yu can click Add t add any value. This field is useful when rganizing and displaying lists f matters using Relativity views. Fr infrmatin abut using the Status field as an rganizatinal tl, see Views n page 328. Client is the matter s assciated client. Click t select frm all available clients. Nte: If yur client list is t large, click Shw Filters t quickly narrw the list by any available field criteria. Items in the client list are set by a system view. Therefre, it is pssible t nly see a subset f items. 23 Message f the Day (MtD) The Message f the Day (MtD) is a message yu create that appears t all users when they lg in t Relativity. MtD is mst cmmnly used t infrm users f planned system maintenance, but yu can create any message yu want t send t yur users. T activate r change the Message f the Day: 1. Click the MtD tab in Admin mde. 2. T add r edit the text f the message, click Edit. 3. Enter r edit yur message, and then click Save. Relativity Admin Guide - 152

153 4. Click the checkbx Shw Message f the Day? t activate the MtD. 24 OCR Optical Character Recgnitin (OCR) translates images f text, such as scanned and redacted dcuments, int actual text characters. There are three main steps invlved in OCRing dcuments: 1. Defining a prductin r saved search that cntains the dcuments yu want t OCR. See Creating a saved search in the Searching guide r Creating and editing a prductin set n page Creating an OCR prfile. See Creating and editing an OCR prfile belw. 3. Creating an OCR set that references yur OCR prfile. See Creating and editing an OCR set n the next page. OCR allws yu t view and search n text that's nrmally lcked inside images. It uses pattern recgnitin t identify individual text characters n a page, such as letters, numbers, punctuatin marks, spaces, and ends f lines Creating and editing an OCR prfile An OCR prfile is a saved, reusable set f parameters that yu use when creating an OCR set. T run an OCR jb, yu must first create an OCR prfile. Nte that yu dn't have t create a prfile fr every OCR set yu create. Yu can use nly ne prfile fr all sets. Hwever, yu may want t have multiple prfiles saved with different accuracy r language settings t use fr different dcument sets yu plan t OCR. T create an OCR set, fllw these steps: 1. Click the OCR Prfiles tab under the OCR tab. 2. Click New OCR Prfile. 3. Cmplete the fields n the frm. See Fields n the next page. 4. Click Save. Relativity Admin Guide - 153

154 24.2 Fields Name - the name f the prfile. Preprcess Images - enhances the images t get rid f distrtins befre OCRing. If yu set this t Yes, preprcessing ccurs befre the OCR engine attempts t recgnize characters. Nte that this imprves the accuracy f the results while significantly slwing dwn jb cmpletin. Setting preprcess images t Yes als arranges fr any r all f the fllwing sub-prcesses: T imprve visibility, reslutin enhancement increases pixel density t 1.5 t 2 times f that f the riginal image. Text line straightening remves the distrtin that ccurs when capturing curved bk pages. Remving parallax distrtin assists in situatins in which the camera is nt perpendicular t the page and the image is flawed as a result; fr best results, the image shuld cntain at least six lines f justified text. Deskewing crrects dcuments that became slanted during scanning. Aut-Rtate Images - makes the OCR engine detect page psitining and then repsitin the page accrdingly. Nte that this can ptentially impact the accuracy f OCR results. Languages - the language(s) yu want the OCR engine t recgnize while running the jb. Click t chse frm a list f languages. If the saved search r prductin yu plan t use as yur dcument set cntains multiple languages, yu may want t select mre than ne frm this list. Nte, hwever, that selecting mre than ne may decrease accuracy. Accuracy - determines the desired accuracy f yur OCR results and the speed with which yu want the jb cmpleted. This drp-dwn cntains three ptins: High (Slwest Speed) - runs the OCR jb with the highest accuracy and the slwest speed. Medium (Average Speed) - runs the OCR jb with medium accuracy and average speed. Lw (Fastest Speed) - runs the OCR jb with the lwest accuracy and fastest speed. On Partial Errr - determines the behavir when the OCR engine encunters an errr n an image: Leave Empty - recrds n results if an errr is encuntered in a dcument; even images withut errrs are excluded frm being written. Fr example, if ne dcument cntains five images and ne f the images errrs, n results are written fr that dcument. Write Partial Results - recrds all successfully OCRed text while excluding text frm errred images. This allws yu t see ptentially relevant text that wuld nt be visible if yu chse t leave the results f dcuments cntaining errred images empty. Nte that this ptin runs the risk f excluding ptentially relevant text. Image Timeut (Secnds) - determines the maximum number f secnds per image befre the OCR engine times ut. If the jb desn't cmplete in this amunt f time, it errrs n that image. The default value is 60 secnds Creating and editing an OCR set The OCR Sets tab allws yu t submit grups f dcuments defined by a saved search r prductin t be OCRed based n the settings defined by the OCR prfile. Relativity writes the results t the destinatin field that yu specify. T create an OCR set, yu can cpy an existing OCR set. If yu cpy an OCR set, every current setting in that set cpies ver. This includes the status the riginal set is currently in, as well as all items in the Dcuments Relativity Admin Guide - 154

155 (OCR Results) list. Fr this reasn, it's recmmended that yu nly cpy thse sets that have nt yet been run and that have a status f Staging t avid ptential issues with cpied-ver results frm riginal OCR sets. Befre yu create an OCR set, yu first need t create an OCR prfile. See Creating and editing an OCR prfile n page 153. T create an OCR set, fllw these steps: 1. Click the OCR Sets tab under the OCR tab. Nte: On the default OCR Set list, ntice that the Image Cmpletin field cntains n values fr any f the sets, even if thse sets are prcessing r cmpleted. The Image Cmpletin value nly appears when clicking the OCR set and entering its view r edit page. 2. Click New OCR Set. If yu want t edit an existing OCR set, click the Edit link next t the OCR set name. 3. Cmplete the fields n the frm. See Fields belw. 4. Click Save. The OCR Set Cnsle appears. See Running an OCR set n the next page Fields OCR Set Infrmatin Name - the name f the OCR set. OCR Dcument Set Data Surce - if yu're OCRing dcuments using a saved search, select the saved search cntaining the apprpriate set f dcuments yu plan t OCR. Chsing a data surce nly OCRs the riginal image and nt redactins unless there are redactins n the image itself. The OCR engine nly prcesses files that have been imaged in Relativity r upladed as image files. Prductin - if yu're OCRing dcuments using a prductin set, select the prductin set cntaining the dcuments yu plan t OCR. Click the t pen the Prductin Picker n OCR Set view, which displays all prductin sets with a status f Prduced that yu have access t. The engine OCRs all burned-in redactins, branding, headers and fters, and text. All dcuments with images in the prductin are OCRed, nt nly thse with redactins. Only OCR Prductin Dcuments Cntaining Redactins - allws yu t OCR nly dcuments prduced with redactins s that yu can easily track them. Yu can set this t Yes nly if yu selected a Prductin Set in the Prductin field abve. This field desn't check t see if there are any images with redactins in the prductin selected abve, s make sure that yu select the crrect prductin. By default, this is set t N. OCR settings OCR Prfile - select the OCR Prfile that cntains the parameters yu want t run when yu execute the OCR Set. Click t bring up the OCR Prfile Picker n OCR Set view, which lists Prfiles that have already been created in the OCR Prfiles tab. Destinatin Field - specifies the field where yu want the OCR text t reside after yu run the OCR. Click t bring up the Field Picker n OCR Set view, which lists all dcument lng text fields yu have Relativity Admin Guide - 155

156 OCR status access t. If yu selected nn-western Eurpean languages in yur OCR Prfile, the destinatin field shuld be Unicde-enabled. This field is verwritten each time a dcument is OCRed with that destinatin field selected. The fllwing fields are read-nly: Status - allws yu t view where the OCR set is in the prcess f running. When yu save the set, this field shws a value f Staging until yu click the Run buttn in the OCR Set Cnsle. The fllwing statuses ccur after yu click Run in the cnsle: Waiting Prcessing Building Tables Prcessing Inserting Recrds Prcessing OCRing Prcessing Cmpiling Results Cmpleted (if n errrs ccurred) If errrs ccurs r the jb is canceled fr any reasn, the fllwing statuses are pssible: Errr Jb Failed Cmpleted With Errrs Stpping Stpped by User Image Cmpletin - allws yu t view the cunt f images cmpleted in the OCR set, the number f images with errrs, and the number f images left t be OCRed. Any errrs appear in red. Last Run Errr - allws yu t view the last jb errr that ccurred in the running f the OCR set Running an OCR set When yu save an OCR set, the OCR Set cnsle appears that yu use t run the OCR jb. The OCR Set cnsle prvides the fllwing actin buttns: Relativity Admin Guide - 156

157 OCR Dcuments - starts the OCR jb. This prcesses all images in the selected data surce r prductin. If a user stps the jb, it cmpletes with errrs, r it fails. Click OCR Dcuments t start the jb again. If there are dcuments in the OCR Results list, these aren't immediately cleared when the OCR Dcuments buttn is clicked n the cnsle. These are nly cleared when the jb ges int prcessing, which is reflected in the Status when yu click the Refresh Page link. Nte: Only existing images are OCRed when yu click OCR Dcuments. Dcuments in the prcess f being imaged and images that are currently being laded will NOT be OCRed if thse images are added after yu click OCR Dcuments. Changes made t an OCR prfile that's referenced by an OCR set aren't reflected until yu click OCR Dcuments n that set. Stp OCR - terminates the running OCR jb.this buttn enables after yu click OCR Dcuments. Once yu stp a jb, yu can't resume the jb frm the pint it stpped. Yu have t click OCR Dcuments t being the jb ver again. Retry Errrs - attempts t re-run a jb with errrs. Selecting this fr a jb with a status f Errr-Jb Failed runs the jb frm the pint at which it failed. Selecting this fr a jb with a status f Cmpleted with Errrs attempts t run thse images in the OCR set that previusly resulted in errrs. Only errred dcuments are prcessed when the system tries t reslve errrs. Shw Errrs - displays all image-level errrs encuntered during the OCR jb. This link is nly enabled if image-level errrs ccur. Clicking Shw Errrs brings up a filterable errrs item list. Nte the errr fields that appear: Dcument ID Cntrl Number Page Number Message Refresh Page - updates the Status and Image Cmpletin fields while the set is running. Clicking this buttn relads the page and may reflect different values in thse fields depending n what happened during the OCR jb. Once the OCR jb cmpletes, the Dcument (OCR Results) list displays all dcuments successfully OCRed. The fields in this view are Cntrl Number and File Icn Viewing OCR text Once yu run the OCR set, yu can review yur OCRed text. The mst effective way f viewing yur OCR text is by fllwing these steps: 1. T launch the cre reviewer interface, click the cntrl number f a dcument. 2. Change the viewer mde t either Image r Prductin, depending n what yu OCRed. 3. Click t launch the Stand Alne Viewer. 4. Click the Unsynced icn t sync the Stand Alne Viewer with the main windw. 5. Change the mde f the Stand Alne Viewer t the lng text drp-dwn. Select the destinatin field yu created fr the results f the OCR set. Relativity Admin Guide - 157

158 Nte: If this field is nt visible in the drp-dwn, then yu must edit that field t make the Available in Viewer value Yes. 6. Cmpare the OCR text t that f the dcument s riginal r prduced image. Belw is an example f an image-ocr text cmparisn in synced viewers in Prductin mde: In OCR Text (lng text) mde, yu can see that the OCRed text mitted the redacted text displayed in Prductin mde as indicated by the red bxes in the illustratin. Relativity Admin Guide - 158

159 24.7 Filtering and searching n the OCR text field After running an OCR set, yu can add the OCR text field t the view s that yu can filter fr specific terms in the OCR text field. Relativity Admin Guide - 159

160 Yu can als select t save the view as a search s that it's accessible in the saved searches flder. Relativity Admin Guide - 160

161 24.8 OCR queue The OCR Queue tab allws yu t view all submitted OCR jbs in the envirnment t check their status, pririty, and the wrkspace t which they belng. Yu can nly access the OCR Queue tab in Admin mde. T display the default OCR Queue view, select the Queue Management tab, and click OCR Queue. This list displays all OCR jbs submitted by users in yur wrkspace that haven't yet successfully cmpleted. Wrkspace - the name f the wrkspace cntaining the OCR set. OCR Set Name - the name f the OCR set that has a jb running. Artifact ID - the OCR set s artifact ID. Status - displays the status f the submitted jb; this field updates as the OCR jb prgresses. Pririty - the pririty f the OCR set jb. This value defaults t 100. Relativity Admin Guide - 161

162 Submitted Date - the date and time at which ne f tw actins ccurred: A user clicked Run n the OCR Set cnsle. A user clicked Reslve Errrs n the OCR Set cnsle when the set was cmpleted with errrs. Jbs are sent t the OCR engine first by pririty and then by submitted date. Yu can change the pririty f the OCR jb by clicking the Change Pririty buttn in the bttm left f the view. Clicking this buttn allws yu t specify a new pririty fr an OCR jb in the queue. T change the queue pririty, enter a new value in the Pririty field and click the Update buttn. 25 Pivt Using Pivt, yu can quickly analyze yur wrkspace data t identify trends r patterns. Yu can use Pivt t summarize data in tables r charts, simplifying this analysis prcess. Yu can als create ad hc Pivt reprts using the ptins available n the Pivt menu. T generate a Pivt reprt, yu specify a field fr gruping data ttals and further characterize this data by selecting a secndary field. The Pivt grid displays yur results in a table frmat that yu can custmize fr mre cnvenient viewing. See Running Pivt reprts. Administratrs r users with the apprpriate permissins can create custm Pivt prfiles that yu can reuse n multiple data sets. Yu can cnfigure these prfiles with field infrmatin and frmatting fr charts, including line, pie, and bar graphs. Nte: Yu can perfrm a Pivt n any Relativity field that is enabled fr Grup By and/r Pivt On even if that field desn't appear in the current view Pivt prfiles Using Pivt prfiles, yu can create, save, and edit custm Pivt settings t use at any time. Once saved, these prfiles are accessible via a drp-dwn menu in the upper left crner f the item list. Pivt prfiles include cnfigured settings fr the Grup By, Pivt On, and Date fields, as well as the chart frmats. When yu select a prfile, the fields in the Pivt menu are autmatically ppulated with predefined Relativity Admin Guide - 162

163 values. Yu can mdify these values t run additinal Pivt reprts, but yur settings aren't saved unless yu use the Save As buttn t save the settings as a new Pivt prfile. If yu create a Pivt withut selecting a prfile, yu can click Save t make the active settings int a prfile. The Pivt prfile des nt save the dcuments assciated with it. Nte: Yu can't create r save mdificatins t Pivt Prfiles unless yu have the required permissins Creating r editing a Pivt prfile Perfrm the fllwing steps t create r edit a Pivt prfile. 1. Select the Pivt Prfiles tab and click New Pivt Prfile. The Pivt Prfile Infrmatin frm appears with required fields in range. Nte: Only fields that have been Pivt-enabled will be available t select in this frm. 2. Cmplete the fields n the Pivt Prfile Infrmatin frm. See Fields belw. 3. Click Save Fields Name - the name f the prfile. Yu may want the name t reflect fields n which yu Pivted. Object Type - the bject type yu wuld like this prfile t appear under. Display - prvides three check bxes t specify which f the three pssible Pivt display types yu want t be used t represent yur prfile in the item list: Pivt Grid - designates the grid as part f the prfile display. Pivt Chart - designates the chart as part f the prfile display. List - designates the list as part f the prfile display. Grup By - a list frm which yu select the field yu want t act as yur Grup By value in yur prfile. Only fields that are Pivt-enabled n the Field page are available in this list. Grup By Date - a drp-dwn prviding the three date values fr the Grup By field: Date - displays the date with day, mnth, and year. Year - displays nly a year value. YearMnth - displays the year and mnth values. Pivt On - the Pivt On field in yur prfile. Only fields that are Pivt-enabled n the Field page are available in this list. Pivt On Date - prvides the same three dates fr the Pivt On field as fund abve n Grup By, with the additin f the fllwing: Mnth - displays nly a mnth value. Mnth is nly available in Pivt On if yur Grup By field is als a date. Page Size - determines the number f sets per page in Pivt chart and/r graph. Depending n the display specificatins yu set, yu may want t make this value lw. Chart Type - determines what kind f chart is used t represent the prfile in the item list: Bar - represents values in bar frm. Pie - represents values in pie frm. Line - represents values in line frm. Relativity Admin Guide - 163

164 Chart Orientatin - determines hw the chart is psitined. There are tw ptins: Hrizntal - arranges values hrizntally. Vertical - arranges values vertically. Srt On - determines the basis n which the chart infrmatin is srted. There are tw ptins: Grand Ttal - srts by the ttal. Grup By Field - srts by the Grup By field yu specified. Descending - srts starting with the first recrd and ending with the last. Srt Order - determines the rder in which recrds are srted. There are tw ptins: Ascending - srts starting with the last recrd and ending with the first. Tggles - allws yu t cnfigure additinal chart instructins. The ptins are: Shw Grand Ttal - tggles the display f grand ttal in the Pivt Chart. This value can help add cntext, but may thrw ff the scale f the Pivt Chart and reduce readability. Shw Legend - tggles the display f the Pivt Chart legend. This infrmatin can ften be intuited frm lking at the chart. If nt, it can be added. Shw Blank Values - tggles the display f blank values in the chart. Rtate Labels - rtates the grup by labels at a 45 degree angle. This can help readability in fields with many values. Stagger Labels - anther ptin t imprve readability f grup by values. Stagger labels varies the hrizntal psitin f the labels t imprve readability. Shw Labels - tggles the value cunt labels n Pivt Charts Running Pivt reprts The Pivt menu displays ptins t perfrm reprts n Pivt-enabled items listed in any view r saved search. T display the Pivt menu, click in the upper right crner f any item list. The Pivt menu cntains the fllwing sectins: Pivt prfiles are predefined Pivt cnfiguratins that yu can apply t the data in the current view r tab. Display settings are used t shw r hide the grid, chart, and item lists. Pivt settings include ptins fr selecting the Grup By and Pivt On settings used in ad hc Pivt reprts Creating a Pivt reprt Yu can create an ad hc Pivt reprt using the ptins available in the Pivt menu. Yu can chse t view the reprt as a list, as a grid, r as a chart. The Pivt grid displays the results f yur Pivt in a summary table similar t a spreadsheet ttal. The Pivt chart displays the items in chart frm. See Wrking with Pivt chart results n page 166 fr details. T create a Pivt reprt, perfrm the fllwing steps: Relativity Admin Guide - 164

165 1. Click in the upper right crner f any item list. The Pivt menu displays. 2. Perfrm ne f the fllwing t define settings fr yur Pivt reprt: a. Select an existing Pivt prfile frm the Select a prfile drp-dwn. The Grup By and Pivt On fields are ppulated with the settings defined by that Pivt prfile. r a. In the Grup By field, select a field t define the vertical axis f the Pivt reprt. b. (Optinal) In the Pivt On field, select a field t break dwn the ttals that appear in each rw. This acts as the hrizntal axis f the Pivt reprt. If yu select a date field in either the Grup By r Pivt On field, the Date drp-dwn becmes enabled fr that field. Select an ptin frm the fllwing: Mnth - summarizes n each mnth. Mnth is nly available fr the Pivt On field if yur Grup By field is als a date. Year - summarizes n each year. YearMnth - summarizes n each Year/Mnth cmbinatin, such as Jul-09. Nte: Yu can select an existing Pivt prfile, then mdify the settings in the Grup By and Pivt On fields. Nne f yur changes are saved t the Pivt prfile unless yu click Save. 3. Click G t apply the settings t the data set. 4. (Optinal) Click Save t save yur mdificatins t the selected Pivt prfile, r click Save As t save yur selectins as a new Pivt prfile. A ppup appears, prmpting yu t enter a name fr the prfile. Enter a name and click Save. Once saved, the prfile is available in the Select a prfile drp-dwn and in the Pivt Prfiles tab. Yu can use the Clear buttn t remve Pivt settings frm the display. When yu click Clear, fields are reset with their initial values. N changes are made t the data set r t any existing fields. If yu selected a Pivt prfile, clicking Clear nly clears the selectin. N changes t the prfile are made. Once yu've defined settings fr yur Pivt reprt, yu can chse hw t view the results. Yu can tggle the Grid, Chart, r List buttns t view the results in different ways. Fr details, cntinue t the fllwing sectins Wrking with Pivt grid results The Pivt grid displays yur results using the Grup By field as the vertical axis and the Pivt On field as the hrizntal axis. In the example belw, the grid displays rws listing each custdian and clumns with the number f dcuments tagged as respnsive. Relativity Admin Guide - 165

166 Frm the grid results, yu can perfrm the fllwing tasks: Mdify the srt rder f the results. By default, yur Pivt results are srted in descending rder based n the Grup By field. Yu can mdify the srt rder by clicking n any f the clumn headers. (Click nce fr a descending srt, and twice fr ascending.) Refine yur data set by filtering n specific fields. Click Shw Filters t display fields fr the clumns in the grid. Select ne r mre fields, and click the Enter key. See Filters. Perfrm searches n yur data by selecting a keywrd search, dtsearch, r Relativity Analytics frm the t display the bxes fr defin- Search With drp-dwn. Yu can als click the Search Cnditins icn ing cnditins. Create a saved search based n any search r Pivt criteria that yu entered. Click. Nte: If yu select an ptin in the Include Related Dcuments drp-dwn and set Pivt criteria, yu can't save this search with Save as Search. Yu can set the Include Related Dcuments drpdwn t blank, and then use this link t save the search. Exprt yur Pivt results t a file. Select Exprt t File frm the bx in the bttm left f the Pivt Grid, and click G. Yur results are exprted as an Excel spreadsheet (.xls file) Wrking with Pivt chart results The Pivt chart displays yur results as a graph using the Grup By field as the vertical axis and the Pivt On field as the hrizntal axis. In additin t seeing Pivt results in the Pivt grid table, yu can als display the results graphically using the Pivt chart. T switch t r add a Pivt chart t yur results, click Chart. Relativity Admin Guide - 166

167 Filtering the dcument list with Pivt chart T filter in the Pivt chart, click a bar, line plt, r pie chart slice. Althugh there's n change t the chart, the filter selectin appears in the filter bar. Click G t apply the filters t the dcument list ing r saving a Pivt chart Use the right-click functinality in the chart area t save the infrmatin utside f Relativity. Yu can select frm the fllwing ptins: Save Picture As Picture Print Picture Rerunning ut-f-date Pivt data Pivt grids r charts dn't autmatically refresh if yu change yur data surce. Yur data changes when yu mve t a new flder, mve t a new chice, apply a filter, r execute a search. Relativity Admin Guide - 167

168 If yu change the data surce, yu see a message abve the Pivt: Pivt data is ut f date. Please run the Pivt. If the Pivt grid and Pivt chart are grayed ut, it means that the data n lnger applies t the current dcument set. If the chart appears grayed ut, click G t rerun the Pivt with the new data set Using Pivt t filter yur dcument list Yu can filter n dcuments directly frm the Pivt grid r Pivt chart. In the Pivt grid, click a cell nce t add it t yur filter list. This adds the item, but des NOT execute the filter. Selected cells appear in yellw. Yu can make multiple selectins t further refine the filter. Clicking n a selected cell a secnd time clears the filter. Selected filters appear in the bar belw the Pivt grid r chart. Once yu've selected filter cnditins, select Set Filters frm the drp-dwn, and click G t filter the dcument list. Applying this filter pens the dcument list if it was hidden while yu were wrking with the Pivt grid. T wrk with nly the dcument list after applying the filter, yu can hide the Pivt grid r chart by clicking the crrespnding buttn. Hiding the Pivt grid displays a filter bar abve the item list, shwing the active filters. 26 Persistent highlight sets Persistent highlight sets allw yu t create and use highlight parameters t assist in dcument review. They're reusable, transferable, and independent f markup sets. See Markup sets n page 134. Administratrs can cntrl which highlight sets different users see when wrking within a dcument. See Security permissins n page 287. Frm the viewer, yu can see all sets saved in the wrkspace and apply them t the dcument yu're reviewing. Like ther tree views in Relativity, yu can expand the set t select and de-select specific terms. If the dcument yu're viewing cntains any f the terms specified in the set, yu can see thse terms and the number f times they appear in the dcument when yu expand the set. If the dcument cntains n terms frm the set, yu can't expand r cllapse the set in the tree. Relativity Admin Guide - 168

169 26.1 Getting started with persistent highlight sets Once saved, a persistent highlight set is available fr selectin frm a panel in the viewer. Relativity saves yur persistent highlight set panel settings acrss sessins. If the panel is pen fr ne sessin, it stays pen the next time yu lg in. If an administratr edits a persistent highlight set while a reviewer is using it, the reviewer receives ntificatin that the set currently in use is underging mdificatin and will appear differently in the panel the next time he/she lgs in and launches the viewer. Fr example, the fllwing persistent highlight set includes several highlight terms with clr-cding. This set will be available when the user pens the Viewer and any edits made t this set will be reflected immediately Selecting persistent highlight sets in the viewer Opening the viewer, the user sees the Shw/Hide persistent highlight sets icn n the left side f the tl bar. Clicking the Shw/Hide icn brings up the panel cntaining all saved sets. Clicking the + sign next t a set expands it s that it displays all terms frm that set fund in the dcument. If any f the set s terms are missing frm this tree view, yu knw that they are nt present anywhere in the dcument. Fr example, yu have just created a set named Investments that cntains five highlight terms, but when yu expand this set fr a particular dcument yu nly see ne f thse terms present. This means that nne f the ther fur terms are fund in this dcument. Relativity Admin Guide - 169

170 If a dcument cntains nt even a single term fund in any set, yu wn't have the expand ptin fr any f thse sets Deselecting persistent highlight sets in the viewer By default, the Select All bx is checked, which means that all terms in the set are currently being applied t the dcument. Remving any f these checks will remve the highlighting fr that term frm the dcument. Remving the check frm the Select All bx will remve all highlighting frm the dcument. In additin t remving the check frm the Select All bx, yu can als click n the persistent highlight set light bulb icn next t the set t disable it and remve all highlighting frm the dcument. When a set is disabled, its terms are grayed-ut. Nte als that, althugh the ther highlight sets in this wrkspace are currently active, the dcument des nt cntain any f the terms specified in any f these ther sets, as there are n highlights n any f the text. It is pssible t have many active highlight sets cntaining many terms and fields in the panel but n highlights whatsever inside the dcument Persistent highlight set behavir acrss viewer mdes Nte the fllwing regarding persistent highlight set behavir as the reviewer mves frm dcument t dcument, changes viewer mdes, and uses pane tggles: Any changes made t a persistent highlight set tree in the panel when the viewer is undcked, such as terms selected r unselected, will display when the viewer is dcked again. A synced stand-alne viewer wn't display changes made t a persistent highlight set, such as terms selected r unselected, in the panel f the nrmal viewer. Hwever, persistent highlight set panel set- Relativity Admin Guide - 170

171 tings will remain the same in the stand-alne viewer as the reviewer ges frm dc t dc within the stand-alne viewer. The persistent highlight set panel will maintain its current state when viewer panes are swapped. The persistent highlight set panel in Lng Text mde and viewer mde are independent f each ther a change made t the panel in Lng Text mde will nt autmatically be reflected when the reviewer switches t viewer mde and vice versa. See Viewer n page 336 fr mre infrmatin Using multiple persistent highlight sets During the curse f a review, the number f terms can grw as legal teams learn mre abut the case and the dcuments in it. In these cases, it may be beneficial t create multiple highlight sets. Multiple highlight sets allw fr better rganizatin and cntrl ver highlighted terms. Fr example, yu may want t create highlight sets fr: Key Terms Privilege Terms Specific Issue Terms (unique terms) Yu can visually grup related terms by assigning a different highlight clr t the terms in each highlight set. Persistent highlighting sets and individual terms can be tggled n r ff depending n reviewers preferences r needs. A reviewer can cntrl which sets r terms they have highlighted during review. Clicking n the light bulb will activate r deactivate highlighting fr the entire persistent highlight set. Clicking a check bx will activate r deactivate highlighting fr an individual term. These persistent highlight settings are saved in the wrkspace acrss different Relativity sessins. Relativity Admin Guide - 171

172 Security is anther way t cntrl persistent highlight sets. Administratrs can use bject-level security t display nly the persistent highlights sets necessary fr a users t cmplete their reviews. Limiting the visibility f persistent highlight sets als prvides a cleaner interface fr reviewers and imprves applicatin perfrmance by cnserving resurces n the lcal machine Perfrmance cnsideratins Several factrs can affect the perfrmance f persistent highlight sets. These factrs include individual dcument size, the number f terms, the types f peratrs used, and the perfrmance f the lcal machine Individual dcument size The size f individual dcuments affects persistent highlighting perfrmance, nt the wrkspace's dcument cunt. The larger the dcument, the lnger it takes fr persistent highlighting t cmpare and highlight each term in the dcument against the term list. Fr example, Excel files with many tabs will require mre time t lad. Persistent highlighting searches the cntents f each tab, cmpares each term against the term list, highlights any term matches, then mves t the next tab until it has gne thrugh the entire dcument. A 500-page dcument takes much lnger t render highlights than a ne-page Number f terms When using the Terms Search ptin as yur surce fr persistent highlighting, perfrmance can slw dwn as the list f terms grws. Perfrmance degradatin can ccur nce the list reaches 100 terms, and significant slwness ccurs at 500 terms. If yu have a large list f terms, using Highlight Fields thrugh search terms reprts is a better slutin Types f peratrs used Creating efficient searches will imprve the perfrmance f persistent highlighting whether wrking with a Terms Search r Highlight Fields. See Creating efficient searches fr persistent highlighting n page Lcal machine Persistent highlighting is rendered by the lcal machine, nt by the Relativity server. If the resurces fr the lcal machine are strained, it will als affect perfrmance Creating persistent highlight sets T create a new persistent highlight set, fllw these steps. 1. In Wrkspaces mde, select the Persistent Highlight Sets tab. 2. Click the New Persistent Highlight Set buttn t display the default Persistent Highlight Set layut. 3. Cmplete all required fields in the persistent highlight set infrmatin sectin. See Fields n the next page fr details. Relativity Admin Guide - 172

173 4. Click Save t create a new set. Nte: Verify that reviewers are nt actively reviewing dcuments when creating Persistent Highlight Sets. Creating Persistent Highlight Sets while reviewers are actively reviewing dcuments can cause errrs Fields Persistent highlight sets include the fllwing fields. Name is the descriptive name under which yu want this set t appear in the Viewer and item list. Order is the rder in which yu want this set t appear. Surce determines the area that will be drawn frm when designating characters t be highlighted and displayed in the Viewer. There are tw ptins: Fields designates fields as the surce f highlighting. Selecting this radi buttn means yu must select a Highlight Field in rder t save this set. Terms designates terms as the surce f highlighting. Selecting this radi buttn means yu must enter terms int the Terms field belw t save this set. Highlight Fields allws yu chse the field referencing the list f terms t be highlighted. Click t bring up the system view called Field Picker n Persistent Highlight Sets, which displays the Name and Object Type fr applicable multiple bject fields, including thse created by Search Terms Reprts. T select the desired Highlight Field, check the field s bx, click Add, and click Set. The field is displayed n the layut. See Using the highlight fields surce n page 177. Terms allws yu t enter terms t be highlighted and the clr cde with which t distinguish them in the Viewer. See Entering highlight terms n the next page. Relativity Admin Guide - 173

174 Nte: Persistent highlighting created by using search terms reprts r ther multiple bject fields requires versin 6.9 r higher f the Relativity web interface and Viewer. Users will receive an errr message indicating that persistent highlighting is unavailable if they are using an incmpatible versin f the Viewer Entering highlight terms If yu chse Terms as the surce f yur highlighting, yu will have t enter them in the Terms field text bx in rder t save the new highlight set. Yu als have the ptin f specifying clr-cding t these terms t make them appear in yur desired clrs in the Viewer Entering multiple variatins f a term If yu enter multiple variatins f a term and the variatins include additinal wrds, list the variatins befre the single term. Persistent highlighting's regular expressins will lk fr and find the first term listed and then mve t the next ne. Fr example, if yu listed the terms United, United States, and United States f America in that rder, persistent highlighting wuld nly highlight "United." Relativity Admin Guide - 174

175 T highlight each f the three terms, list the terms frm mst t fewest wrds: Clr-cding persistent highlights When yu enter a term in the Highlight Terms bx, yu can als specify the clr fr bth the text and the backgrund. Use the fllwing frmat t clr-cde yur persistently highlighted text: [backgrund clr];[text clr];[term t be highlighted] Fr example, enter 3;16;Relativity t highlight Relativity with dark green backgrund and white text. The fllwing table includes available clr cdes. Clr Number [Default] 0 Black 1 Dark red 2 Dark green 3 Dark yellw 4 Dark blue 5 Dark magenta 6 Dark cyan 7 Light gray 8 Relativity Admin Guide - 175

176 Clr Number Gray 9 Red 10 Green 11 Yellw 12 Blue 13 Magenta 14 Cyan 15 White 16 If yu enter terms with n clr-cding, the backgrund will be magenta and the text black. Nte: Default has different implicatins fr text and backgrund. The default backgrund clr is white and the default text clr is black Guidelines fr adding terms r phrases Use the fllwing guidelines when adding terms r phrases: Enter a term that yu want highlighted, and press Enter. Yu can enter multiple terms but each ne must be n a separate line. Enter terms fr persistent highlighting exactly as they appear in the dcument. Dn't use qutatin marks and cnnectrs. Nte: Qutatin marks are nt cmpatible with persistent highlighting, which autmatically searches fr an exact phrase. Yu dn't need t use qutatin marks, which will result in slwer dcument lading speeds. Keep lists simple. D nt use punctuatin, special characters, peratrs, r dtsearch syntax. Nn-alphanumeric characters in persistent highlighting are treated as special character wildcards by Relativity. If yu surrund search terms with qutatin marks, Relativity will match the qutatin marks with any special character, such as $, &, ^, and thers. Fr example, if yu enter the "The Phrase". Relativity will query n special characters t find matches like %The Phrase@, r &The Phrase$. The prcess f finding the special characters dramatically slws Viewer perfrmance. Operatrs including AND r OR, are nt utilized as in keywrd searching. If used, Relativity will lk fr the exact phrase including AND r OR. Fr example, yu entered these search terms: Apple AND Banana. Relativity wuld highlight the entire phrase apple and banana in the dcument. Separate ccurrences f apple, and ccurrences f banana wuld NOT be highlighted. Wildcards may still be used as in this example: appl*.this search term will highlight apple, applicatin, applies, and s n. An excessive use f wildcards will affect perfrmance. Leading wildcards are nt recmmended such as *itting. D nt enter duplicate terms. Identify and remve terms with large hit cunts. Relativity Admin Guide - 176

177 List variatins f a term first and enter the rt term last. If the list f terms is large (>100 terms), use Highlight Fields with a Search Terms Reprt Using the highlight fields surce Using the Highlight Fields surce in a persistent highlight set allws yu t chse a field referencing a list f terms t highlight. Select the Highlight Fields surce, then click the t bring up the Field Picker n Persistent Highlight Sets system view. This system view displays the Name and Object Type fr applicable multiple bject fields, including thse created by Search Terms Reprts. In the fllwing example, the picker view shws all cmpleted Search Terms Reprts in the wrkspace f the Reprt and Tag type. T select a Highlight Field, check the field s bx, click Add, and click Set. The field appears n the layut. When using a Search Terms Reprt as the highlight fields surce, the number f terms that Relativitysearches fr will vary amng different recrds. Relativitynly lks fr the terms listed in the Search Terms Reprt fr that dcument. Relativity Admin Guide - 177

178 Nte: Persistent highlighting created by using search terms reprts r ther multiple bject fields requires versin 6.9 r higher f the Relativity web interface and Viewer. Users will receive an errr message indicating that persistent highlighting is unavailable if they are using an incmpatible versin f the Viewer Best practices Cnsider the fllwing guidelines when creating r adding terms using Search Terms Reprts as the highlight fields surce: Enter terms exactly as they appear in the dcument. D nt use qutatin marks. In persistent highlighting, Relativity treats nn-alphanumeric characters as special character wildcards. If yu surrund search terms with qutatin marks, Relativity will match the qutatin marks with any special character, such as $, &, ^, and thers. Fr example, if yu enter "The Phrase," Relativity will query n special characters t find matches like %The Phrase@, r &The Phrase$. The prcess f finding the special characters dramatically slws perfrmance. D nt use peratrs such as AND and OR. Operatrs including AND r OR, are nt used in keywrd searching. If used, Relativity will lk fr the exact phrase including AND r OR. Fr example, if yu entered these search terms: Apple AND Banana, Relativity wuld highlight the entire phrase apple and banana in the dcument. Separate ccurrences f apple, and ccurrences f banana wuld NOT be highlighted. Wildcards are useful in sme cases. Fr example, the search term appl* will highlight apple, applicatin, applies, and s n. An excessive use f wildcards will affect perfrmance. Leading wildcards such as *itting, are nt recmmended. Using asterisks in the middle f a term will nt cunt as wildcards. Avid using advanced dtsearch functinality, including prximity, stemming, and fuzziness. Persistent highlighting des nt understand prximity searching. If yu enter the phrase Relativity w/5 kcura as a search term, the search term reprt will use a dtsearch t find and tag all dcuments that meet thse criteria. Hwever, persistent highlighting will functin differently than the dtsearch, as it will lk fr the term Relativity, a space, the letter w, any special character (instead f / ), the number 5, a space, and then the term kcura. Persistent highlighting des nt understand the stemming character (~). If yu enter the term apply~ as a search term, the search term reprt will find and tag all dcuments with the wrd apply, r any dcument that stems frm apply, including applied, applies, applicatin, and s n. Hwever, persistent highlighting will lk fr the term apply fllwed by any special character, s yu will nt see the expected terms highlighted. Relativity Admin Guide - 178

179 In Search Terms Reprts, yu can wrk arund these limitatins by using the Dictinary Search functin t identify search terms using stemming r fuzziness. Cpy the list f terms returned in this search. Paste them in the Add Terms bx n the Search Terms Reprt frm. Yu will enhance yur search term list, while aviding errrs caused by special characters Imprting search terms fr persistent highlighting T imprt search terms t use as a surce fr persistent highlighting, perfrm the fllwing prcedures Relativity cmpnent setup Befre imprting search terms, use the fllwing steps t create a Relativity Dynamic Object t handle the data. 1. Navigate t the Object Type tab in yur wrkspace. 2. Click New Object Type. a. Prvide a name fr the new bject in the required Name prperty. b. Keep all remaining prperties at their default values. c. Click Save. 3. Navigate t the Fields tab. 4. Click New Field t create the field that will hld the persistent highlight clr infrmatin and that will cnnect yur Dynamic Object t the Dcument bject. 5. In the New Field frm, specify the fllwing prperties: a. Object Type: <Dynamic Object created in step 2> b. Name: Highlight Clr c. Field Type: Fixed-Length Text d. Length: 10 e. Keep all remaining prperties at their default values. f. Click Save and New. Relativity Admin Guide - 179

180 6. Create a new field t link yur Dynamic Object and the Dcument bject. Specify the fllwing prperties: a. Object Type: Dcument b. Name: <User preference> c. Field Type: Multiple Object d. Assciative Object Type: <Dynamic Object created in step 2> e. Keep all remaining prperties at their default values. f. Click Save. 7. Navigate t the Persistent Highlight Sets tab in yur wrkspace. 8. Click New Persistent Highlight Set. 9. Create a new set with the fllwing prperties: a. Name: <User preference> b. Order: <User preference>; this cntrls the psitin f this set in the Persistent Highlight Tree in the Viewer. c. Surce: Highlight Fields d. Highlight Fields: <The name f the field created in step 6b.> e. Click Save Imprting terms T imprt a CSV r ther Relativity-supprted lad file cntaining terms, use the fllwing prcedure. 1. Open the Relativity Desktp Client. 2. Select the wrkspace yu are imprting int. 3. Select the Dynamic Object yu created abve frm the bject drp-dwn menu. 4. Select Tls frm the tp menu. 5. Select Imprt <Dynamic Object> lad file. 6. Select yur terms lad file and crrespnding delimiters. 7. Map the field in yur lad file that cntains the terms t the Name field in Relativity. Here yu can als imprt Relativity Highlight Clr. Yu must have this infrmatin in the lad file cntained in a field in the fllwing frmat: text clr; highlight clr (fr example, 15;9). If yu d nt have this infrmatin in the lad file, yu can manually enter it fr terms in Relativity. Because the latter can be time cnsuming, we recmmend having this infrmatin in the lad file if pssible. 8. Click Imprt t imprt the terms. 9. Verify that the terms are highlight thrugh the fllwing: a. Open a dcument in the wrkspace. b. Open the Persistent Highlight Tree in the Viewer. c. Nte the presence f the newly created Persistent Highlight Set and verify that terms are highlight in the apprpriate clrs Creating efficient searches fr persistent highlighting Creating efficient searches will imprve the perfrmance f persistent highlighting, whether yu're wrking with a Terms Search r Highlight Fields. Use the fllwing guidelines t create efficient searches. Avid the fllwing when writing searches fr persistent highlighting: Relativity Admin Guide - 180

181 D nt use "AND" r "OR" cnnectrs. Persistent highlighting will lk fr the exact phrase "trade and cmplete" instead f the wrd "trade" and the wrd "cmplete." D nt use prximity, fuzziness, and stemming search lgic. The system ignres the dtsearch syntax. Yur terms will nt be highlighted if yu use these advanced searching features, even thugh the search terms reprt Cunt clumn lists the number f matching terms. Fr example: The search term il w/10 water will highlight the term il and the term water, even if they are nt within 10 terms f each ther. If yu enter the term apply~ as a search term, persistent highlighting technlgy will lk fr the term apply fllwed by any special character, s yu will nt see expected terms highlighted. Avid using terms with a large number f hits per dcument because persistent highlighting will highlight each hit. Fr example, it will take lnger t lad a Wrd dcument cntaining 1,000 instances f a single term r an Excel dcument with a high frequency f the same number. Avid using terms that nly ccur nce in a dcument. Use search terms reprts fr thse terms s that they d nt strain the system searching each dcument. Avid lng lists f numbers, such as Bates numbers r accunt numbers. They can blat the search. D nt use duplicate terms. Use the fllwing techniques t ptimize yur searches: Use the dtsearch Dictinary t identify variatins f a term instead f using wildcards. Identify which terms shuld be in the highlight set and which terms are nt necessary. Yu may want t avid highlighting terms with high wrd cunts. If using a wildcard (*), place the wildcard at the end f a term. If placed in the middle f a term, the system will nt identify it as a wildcard. It is pssible t add the wildcard t the beginning f a term, but it will slw persistent highlighting. Nte: T highlight terms using bjects, create a fixed-length text field fr yur bject called Relativity Highlight Clr. Yu can enter clr-cding in this field using the frmat: [highlight clr];[text clr]. Relativity Admin Guide - 181

182 27 Prductin sets When yu want t prduce dcuments in a case wrkspace, yu can create a prductin set that defines the markup set fr redactins, the dcument numbering, the appearance f the numbering, and ther settings that Relativity uses when yu run the prductin. Yu can then view the prduced images in the Cre Reviewer Interface by selecting Prductin mde and the prductin set Creating and editing a prductin set Befre yu can run a prductin, yu must create a prductin set, and then add dcuments t it. Use the fllwing steps t create r edit a prductin set: 1. Navigate t the Prductin Sets tab under Administratin. 2. Click New Prductin Set t display the Prductin Set frm. 3. T edit an existing prductin set, select the edit link next t the prductin set name. Nte: Yu can edit an existing prductin set, but yur new settings d nt update any already prduced dcuments. 4. Add r edit the fields in the fllwing sectins as necessary. Required fields are range and ptinal fields are gray. Prductin infrmatin n page 185 Prductin numbering n page 187 Headers and fters n page 193 Prductin numbering srt rder n page Save the additins r updates. Nte: If yu have imprted a prductin, the page numbering is set by the imprted Opticn file. Any markup set selectin, branding, r ther settings n the Prductin Set frm are nt applied t the imprted prductin. The images are prduced exactly as imprted. 6. When yu have finished creating prductin sets, add dcuments t them. See Adding dcuments t yur prductin n page Viewing prductin set details The detail view f a prductin set displays all the frm fields with any settings that have been entered. It als displays additinal fields added t the frm after the prductin set was saved: Restrictin verride by field displays the name f the user wh clicked the Override and Cntinue buttn when running the prductin withut remving cnflicts. This user must have the Override Prductin Restrictins permissin. Restrictin verride n field lists the date and time when the prductin restrictins were verridden. Relativity Admin Guide - 182

183 Displaying prductin set details Yu can display the detail view f a prductin set by perfrming ne f these tasks: Add a new prductin set, and click Save. See Prductin sets n the previus page. Click the name link fr the prductin set n the item list f the Prductin Sets tab Prductin set details ptins Yu can use the ptins available n the detail view fr prductin sets t edit permissins, view audit infrmatin, preview the prductin, and perfrm ther tasks. These ptins are available as buttns displayed at the tp f the page, r in the Prductin cnsle. Use these buttns t cmplete tasks as necessary: Edit - re-displays the prductin set frm s that yu can update values in the fields. See Prductin sets n the previus page. Delete - remves the prductin set frm Relativity. After yu click Delete, a cnfirmatin message is displayed with the Dependencies buttn. See the Admin guide fr mre infrmatin n the dependencies reprt. Back - redirects yu t the item list n the Prductin Sets tab Edit Permissins - displays a security page where yu can set user permissins n a prductin set. Yu can edit rights nly n the current prductin set. By default, the Prductin Set tab is secured accrding t the wrkspace-level rights. See the Admin guide fr mre infrmatin n Security permissins. View Audit - displays the histry fr the prductin. Preview Prductin - displays a sample image shwing hw the branding is applied t dcuments in the prductin. This buttn is available in the Prductin cnsle. Nte: When yu are running a prductin, the Prductin cnsle displays ther buttns. See Running a prductin n page 197. Relativity Admin Guide - 183

184 27.3 Tracking redactins n prductins T help yu track redactins in a prductin, Relativity autmatically creates a multi-chice field with the same name as the prductin set. This field includes a chice called Has Redactins which is set t True fr images with redactins. Nte: By default, the Has Redactin chice is set nly fr newly prduced dcuments. It is nt set fr previusly prduced dcuments. Yu can use this multi-chice field with yur prductin set name t define a cnditin in a search r a view s that nly dcuments which have prduced images with redactins are returned. In the Cnditins sectin f a search r view, select the field with yur prductin name. Fr example, yu may have a prductin named Patent Prductin 1. In the Value clumn, click the ellipsis t display a pp-up, and then select the Has Redactins bx. Click Add, and then Set t use this chice as a value. T filter n images with redactins, add the prductin field t the view. Next, click Shw Filters, and select the Has Redactins chice as a filter. See the Searching Guide fr mre infrmatin n filtering. Relativity Admin Guide - 184

185 Only dcuments that have images with redactins are listed in the view. Nte: When using OCR sets, yu can als track redactins n prductins using the field called Only OCR Prductin Images With Redactins. This field is available in the OCR set frm. See Creating and editing an OCR set n page Prductin infrmatin When yu add r edit a prductin set, yu can begin by mdifying the settings in the Prductin Infrmatin sectin f the Prductin Set frm. The Prductin Infrmatin sectin cntains the fllwing fields: Relativity Admin Guide - 185

186 Name - the name f the prductin Markup Set - indicates which markup set is used t apply redactins t the prductin images Burn redactins - field indicates that redactins are applied t the dcuments, when set t Yes. Set this field t N if yu d nt want them applied. Add image placehlder - used fr image and native prductins. When dcuments with n image are encuntered in an image and native prductin, a placehlder (slip-sheet) is included. The placehlder is branded based n the prductin settings, and the image includes a message indicating that there was n recrd fr the dcument. Date prduced - the date that the dcuments were prduced. Since Relativity des nt autmatically set this value, yu can select any date in this field. Warning/errr alert flag - indicates whether any errrs r warnings ccurred during a prductin. Select the Prductin Errr field. ntificatin recipients - used t send ntificatins when a prductin fails r cmpletes. T send the messages t multiple recipients, enter their addresses separated by a semicln. Branding fnt size - the fnt size fr branding added t a page. The fnt type is Arial Tracking multiple redactin sets If yu need t track multiple redactin sets n the same dcument, yu can use the fllwing wrkflw: Create multiple redactin sets by defining different markups. See Markups n page 129. Use each markup t redact the same dcument. Create a prductin and select a specific markup. See Creating and editing a prductin set n page 182. When yu select the markup, it cntrls the redactins branded during prductin, s yu can track multiple redactin sets n the same dcument, and generate different prductins. Relativity Admin Guide - 186

187 27.4 Prductin numbering On the Prductin Set frm, yu can define multiple ptins that cntrl hw numbering is applied t images in yur prductin. Relativity prvides these numbering types fr prductins: Page level numbering belw Dcument level numbering n page 189 Original image numbering n page Page level numbering Select Page level numbering t generate a new incremental number (als knwn as a Bates number) n every page acrss yur dcument set. This number is branded n the images in yur prductin. The frm fields available when yu select Page level numbering include: Prefix - the characters added t the beginning f each Bates number Suffix - ptinal characters applied t the end f each Bates number. It is a static, nn-incremental text string. Start number - the first number used in a sequence f Bates numbers. T select a previus prductin and cntinue with its numbering sequence, click Cntinue frm Previus. Relativity autmatically pp- Relativity Admin Guide - 187

188 ulates the Start number field with the value displayed fr the Next dc number. Number f digits fr dcument numbering - determines hw many digits the Bates number cntains. The range f available values is between 1 and 10. By default, this ptin is set t 7 characters. Preview Number - displays sample text illustrating hw the Bates number appears in the images Begin Bates field - stres the Bates number assigned t the first page f a dcument during a prductin run End Bates field - stres the Bates number assigned t the last page f a dcument during a prductin run. Fr single page dcuments, the values in the Begin Bates field and End Bates field are the same. Nte: The Begin Bates field and End Bates field are fixed-length text fields that must be large enugh t accmmdate the characters in the prefix, suffix, and Bates number digits. Fr example, the prefix RK plus the digits equals eight characters. Yu can't save yur prductin if the Bates fields hld nly seven characters. Attachment relatinal field - selects a relatinal field indicating a family grup such as grup identifier. Yu can ptinally update the attachment beginning and ending Bates numbers during a prductin. The fllwing fields are required when yu select a relatinal field: Begin attachment field - stres the beginning attachment Bates number fr the prductin. This number repeats fr all dcuments in a related grup. End attachment field - stres the ending attachment Bates number fr the prductin. This number repeats fr all dcuments in a related grup. Relativity Admin Guide - 188

189 Nte: Yur Begin Bates field, End Bates field, Begin attachment field and End attachment field must be fixedlength text fields. Yu can reuse these fields in prductin sets. Hwever, Relativity verwrites the values in them each time yu rerun a prductin Dcument level numbering Select Dcument level numbering t generate a new dcument number fr each dcument, which is branded n the images in yur prductin. The frm fields available when yu select Dcument level numbering include: Relativity Admin Guide - 189

190 Prefix - lists the characters added t the beginning f each dcument number. Suffix - lists ptinal characters applied t the end f each dcument number. The suffix is added after the dcument number but befre the page number when the Include page number ptin is selected. It is a static, nn-incremental text string. Start number - indicates the first number used in a sequence f dcument numbers. T select a previus prductin and cntinue with its numbering sequence, click Cntinue frm Previus. Relativity Relativity Admin Guide - 190

191 autmatically ppulates the Start number field with the value displayed fr the Next dc number. Number f digits fr dcument numbering - determines hw many digits the dcument number cntains. The range f available values is between 1 and 10. By default, this ptin is set t 7 characters. Include page numbers - adds a unique page number after the dcument number n each page in a dcument, when it is set t Yes. By default, this ptin is set t N. Nte: If yu exprt a prductin with dcument level numbering as single-page TIF, and it des nt include page numbering, Relativity autmatically adds page numbers t identify each page uniquely. Separatr between dcument and page number - displayed when yu select the Include page number ptin. The fllwing separatrs are available: _ (underscre, selected by default) - (hyphen). (perid) Number f digits fr page numbering - determines hw many digits the page number cntains. The range f available values is between 1 and 6. By default, this ptin is set t 4 characters. Preview Number - displays sample text illustrating hw the dcument number appears in the images Begin prductin number field - stres the number assigned t the first page f a dcument during a prductin run End prductin number field - stres the number assigned t the last page f a dcument during a prductin run Nte: The Begin prductin number field and End prductin number field are fixed-length text fields that must be large enugh t accmmdate the characters in the prefix, suffix, dcument and page numbering digits, and the separatr ptins. Fr example, the prefix RK, the dcument digits , the underscre separatr, and the page number digits 0001 equal thirteen characters. Yu can't save yur prductin if the prductin number fields hld nly seven characters. Relativity Admin Guide - 191

192 Attachment relatinal field - selects a relatinal field indicating a family grup such as grup identifier. Yu can ptinally update the attachment beginning and ending numbers during a prductin. The fllwing fields are required when yu select a relatinal field: Begin attachment field - stres the beginning attachment number fr the prductin. This number repeats fr all dcuments in a related grup. End attachment field - stres the ending attachment number fr the prductin. This number repeats fr all dcuments in a related grup. Nte: Yur Begin prductin number field, End prductin number field, Begin attachment field and End attachment field must be fixed-length text fields. Yu can reuse these fields in ther prductin sets. Hwever, Relativity verwrites the values in them each time yu rerun a prductin Original image numbering Select the Original image numbering t retain the identifiers riginally assciated with yur images. Fr example, yu may want t retain the Bates r ther numbers already assigned t images upladed t Relativity. Relativity utilizes these values t create the prductin and attachment numbers. The frm fields available when yu select Original image numbering include: Begin prductin number field - stres the initial number assigned t a dcument during a prductin run. This number is based n an existing identifier assigned t the first image f the dcument. Relativity Admin Guide - 192

193 End prductin number field - stres the final number assigned t a dcument during a prductin run. This number is based n an existing identifier assigned t the last image f a dcument. Attachment relatinal field - selects a relatinal field indicating a family grup such as grup identifier. Yu can ptinally update the attachment beginning and ending numbers during a prductin. The fllwing fields are required when yu select a relatinal field: Begin attachment field - stres the beginning attachment number fr the prductin End attachment field - stres the ending attachment number fr the prductin Nte: Yur Begin prductin number field, End prductin number field, Begin attachment field, and End attachment field must be fixed-length text fields. Yu can reuse these fields in prductin sets. Hwever, Relativity verwrites the values in them each time yu rerun a prductin. The fllwing table prvides several riginal image numbering scenaris: Dcument has Natives + imprted images Prduced with Images and natives Generated Bates numbers with The Image identifiers defined in the Image Lad File Natives + images Natives nly The Dcument Identifier Natives + Oracle Images nly The Images number created by the TIF native manager: Dcument images Identifier + <Page Number> + <Hash Value>. Images nly (imprted) Images nly Fr example: Stel_Img_0_272ec3bf be34-bbb230274a86 The Image identifiers defined in the Image Lad File Natives nly Natives nly The Dcument Identifier Natives nly Images and The created image place hlder, using the applicatin-generated image natives number. Fr Example: e2f448d6-6e19-4d7c-9e50-7fccbf9c5c6b Natives nly Images nly The created image place hlder, using the applicatin-generated image number Headers and fters Fr Example: e2f448d6-6e19-4d7c-9e50-7fccbf9c5c6b In the Prductin Set frm, yu can set branding ptins fr headers and fters. Yu can psitin headers and fters t the left, center, and right n the images in yur prductin. Select a Type fr each header r fter psitin where yu want infrmatin branded in the image. The fllwing Types are available: Relativity Admin Guide - 193

194 Prductin Bates Number - displays the Bates number assciated with each dcument page. (Available fr Page level numbering nly) Prductin Number - displays the dcument number assciated with each page. (Available fr Dcument level numbering and Original image numbering nly) Field - uses the value in the selected dcument field fr branding n each image created fr a dcument. Free Text - uses any cmbinatin f text, tkens, and carriage returns that yu define. Yu can use carriage returns t psitin the header r the fter clser t the tp and bttm margins respectively. Use tkens t include field data as fllws: Prductin Number: {!PRODNUM!} Any Data Field: {!FIELD:ARTIFACT ID!} as in the example {!FIELD: !} Nte: The Artifact ID fr a field is displayed in the URL n the Field Details page. T display this page, select the Fields tab, click n the name f a field, and view URL in the Address bar. Yu see an identifier such as ArtifactID= Original Image Number - uses the riginal page ID assigned by Relativity as fllws: Numbering used in lad file is applied when an image lad file was used t imprt the data. Dcument ID, page ID, and a hash value are applied in cmbinatin when images were created Relativity Admin Guide - 194

195 using the Image-n-the-fly functinality. Dcument Identifier + Page Number - uses the dcument identifier with the page number appended t it. This ptin sets the first page number t 1 even when the dcument cntains nly a single page. The fllwing pages are numbered incrementally. In additin, the page number is padded with up t fur digits as illustrated belw. Nte: Depending n the settings fr the header and fter, Relativity prevents the image frm being cut ff by adding apprximately five extra pixels t its edges Prductin numbering srt rder In Prductin Numbering Srt Order, yu can select a field that determines hw yur prductin is srted. Yu can als use a descending r ascending srt rder. By default, the srt rder is Artifact ID, which is the lad rder f the dcuments. Nte: When yu perfrm a srt, family grups are nt kept tgether. Relativity Admin Guide - 195

196 27.7 Adding dcuments t yur prductin Yu can add dcuments t the prductin sets that yu have previusly created, and then yu can run the prductin. Use these instructins t add the dcuments: 1. Create a prductin set. See Prductin sets n page Navigate t the Dcuments tab. 3. Select the dcuments that yu want t prduce, and use the Prduce mass peratin t add dcuments t the prductin. See Mass prduce n page 144 fr mre infrmatin. 4. Navigate t the Prductin Sets tab, and click the name f the prductin set. Scrll dwn t the dcument list n the details page. Nte: The fields displayed in this list are cntrlled by a system view called prductin dcuments. Yu may want t update this view with the fields that yur firm uses t qualify dcuments fr prductin. Yu can then use these fields t filter the dcument list as a final QC check. See Views n page 328 fr mre infrmatin. Relativity Admin Guide - 196

197 5. (Optinal) Use the buttns n the dcument list t perfrm these tasks: Remve - deletes selected dcuments frm a prductin. Select the dcuments and click the Remve buttn. View Reprt - displays summary infrmatin abut the prductin 6. Run the prductin set. See Running a prductin belw Running a prductin Yu can run a prductin after yu have created a prductin set and added dcuments t it. 1. T run a prductin, first prduce a grup f dcuments. See Prductin sets n page Navigate t the Prductin Sets tab, and click the name f the prductin set. On the detail view, the Prductin Cnsle displays enabled buttns fr running the prductin. 3. Befre yu run the prductin, use the fllwing Prductin cnsle buttns as necessary: Preview Prductin - displays a sample dcument illustrating hw the header and fter appears in the prduced images. In the fllwing example, fter text includes free text and a Relativity Admin Guide - 197

198 Bates number in Arial fnt. Check fr Cnflicts - determines whether the prductin set includes any dcuments that cnflict with anther pre-determined set f dcuments. See Running a prductin n the previus page. 4. T run the prductin, click Run Prductin in the cnsle. If dcuments with cnflicts have nt been remved frm the prductin set, the Prductin Restrictins warning is displayed. If yu are a System Administratr, yu can reslve the message using the fllwing ptins: Override and Cntinue - prceeds with the prductin withut remving the cnflicts based n the Override Prductin Restrictins permissin. See Running a prductin n the previus page. Cancel - stps the prductin frm running 5. If any dcuments in the prductin set resulted in alerts, click the Rerun Errred Dcuments buttn t rerun these dcuments. T ensure quality recrd prcessing, this buttn is nt active until the prductin is cmplete. Relativity Admin Guide - 198

199 Prductin statuses After yu click Prduce, the Status field n the prductin set frm is updated with the fllwing stages as the dcuments are prcessed: Waiting - Relativity has nt started prducing the dcuments Prducing - Relativity is assigning prductin numbers t the dcuments Branding - Relativity is branding the images Prduced - the prductin is nw cmplete and can be exprted Nte: In the viewer, yu can view the prduced images by selected the Prductin mde. Yu can view the images exactly as they were prduced Checking prductin cnflicts Yu can perfrm a cnflict check that cmpares the dcuments in the prductin against thse in a saved search selected in the Prductin Restrictins field n the wrkspace details page. Fr example, the saved search may include cnditins that identify privileged dcuments and their families, which yu wuld nt want t prduce. See Prductin restrictins. When yu click the Cnflict Check buttn, a Prductin Restrictins warning may be displayed if a saved search is being used t restrict prductins. Click ne f these buttns t reslve the cnflict: Remve Cnflicts - deletes dcuments identified as cnflicts frm the prductin set (based n the Prductin Restrictins setting). If all the dcuments are cnflicts, they are remved frm the prductin set, and nly the Preview buttn is enabled in the Prductin Cnsle. Nte: T view a list f dcuments remved frm the prductin, navigate t the Histry tab, and filter n the Prductin - Remve Dcument actin. See Histry n page 74 fr mre infrmatin. Cancel - stps the cnflict check and displays the prductin page 27.9 Prductin queue The Prductin Queue tab displays all current prductin jbs running in yur envirnment, and any jbs in errr status. A jb remains in this queue until the cmpletin f branding and ther prcessing. Yu can view the prductin queue in Admin Mde. Select the Queue Management tab, and click Prductin Queue. See Prductin queue fields n the next page fr details. Relativity Admin Guide - 199

200 T change the pririty f a jb, click the Change Pririty buttn at the bttm f the view. Enter a new integer value in the Pririty field, and click Update. Jbs assigned a lwer value have a higher pririty. Nte: During a prductin jb, Relativity sends a jb t the branding queue fr the stamping f redactins, headers, r ther mdificatins. Any change t the pririty f a jb in the prductin queue changes its pririty in the branding queue Prductin queue fields View the fields n the Prductin Queue The Prductin Queue displays the fllwing fields: Wrkspace - which wrkspace cntains the prductin set used fr a jb Prductin Name - the prductin set used fr the jb Artifact ID - the unique identifier fr the prductin set Status - the current stage f the prductin jb Pririty - the rder in which the prductin jb is run. Relativity sends jbs t the prductin engine by pririty, and then rders them by submitted date and time. The default value is 100. Submitted Date - the date and time when a prductin jb was submitted, r an attempt was made t reslve errrs in a jb. (In the Prductin Set Cnsle, the user clicked Run, r Reslve Errrs.) Submitted By - the user wh initiated the jb. Yu can use this infrmatin t priritize prductin jbs by user. Relativity Admin Guide - 200

201 27.10 Branding queue The Branding Queue displays prductin jbs currently underging branding f redactins, header, fter, r ther mdificatins. A prductin jb is displayed in this queue nly while it has a status f branding, but it remains in the prductin queue until all prcessing is cmplete. Yu can view the branding queue in Admin Mde. Select the Queue Management tab, and click Branding Queue. See Branding queue fields belw fr details. T change the pririty f a jb, click the Change Pririty buttn at the bttm f the view. Enter a new integer value in the Pririty field, and click Update. Jbs assigned a lwer value have a higher pririty. Nte: Any change t the pririty f a jb in the branding queue als changes its pririty in the prductin queue Branding queue fields The Branding Queue view displays the fllwing fields: Wrkspace - which wrkspace cntains the prductin set used fr the jb Prductin Name - the prductin set used fr the jb Artifact ID - the unique identifier fr the prductin set Images Remaining - the number f images that require branding Status - the current stage f the branding jb Pririty - the rder in which the branding jb is run. Relativity cmpletes branding jbs by pririty. The default value is 100. Relativity Admin Guide - 201

202 Submitted By - the user wh initiated the jb. Yu can use this infrmatin t priritize branding jbs by user. Relativity Admin Guide - 202

203 28 Relativity bjects verview Relativity cntains tw types f bjects: Relativity bjects and Dynamic Objects Relativity bjects Relativity is a flexible dcument-review platfrm custmized by yur Relativity administratr t prvide an intuitive dcument review. Each wrkspace cnsists f an intercnnected set f bjects. Each Wrkspace cntains many Dcuments. Dcument infrmatin is stred in Fields. Fields may have predetermined sets f values yu can select, called Chices in Relativity. Yu can view r interact with dcuments using Views and Layuts. Views are read-nly lists f dcuments and are displayed in the item list manager. Relativity Admin Guide - 203

204 Layuts are editable, web-based cding frms that allw yu t view and make changes t yur dcuments fields. Fr mre infrmatin n Relativity bjects, see Object type details n page 206. Relativity Admin Guide - 204

205 28.2 Relativity Dynamic Objects Relativity Dynamic Objects (RDOs) can be used t make mre efficient use f data entry and rganizatin. The pssible cnfiguratins are endless. Yu can create yur wn securable Relativity Dynamic Objects (RDOs) frm the Object Type tab within a wrkspace. Yu can cnnect these Dynamic Objects t dcuments and each ther, extending the functinality available in a wrkspace. Fr example, yu define a custm custdian bject used t stre infrmatin abut the custdian and t cnnect the custdians t their dcuments. Each Relativity wrkspace already cntains system bjects such as the dcument bject and the OCR bject. The dcument bject allws yu t create fields, which stre bjective r subjective infrmatin abut the dcument. Yu can create ther bjects utside f the dcument bject t stre data and link t ther bjects. Withut bjects, a dcument might have a custdian field that stres the name f the custdian. Using Relativity bjects, yu can als stre infrmatin abut a custdian by creating a custdian bject. This bject can then stre infrmatin abut the custdian - their name, cmpany, rle, start date, and s n. Yu can then cnnect the custdian bject t any related bjects such as the dcument and cmpany bjects in the fllwing example. Relativity Admin Guide - 205

206 28.3 Object type details On the details view f the Object Type page, Relativity displays read-nly infrmatin abut bject type settings. The details page is displayed after yu click Save n the Object type frm, r after yu click an bject name n the list page. In additin t displaying the bject details, this page als includes the fllwing sectins: Event Handlers - add special functinality r cnditins t yur layuts; als knwn as syncs. Fr mre infrmatin, cntact supprt@kcura.cm. Rules - allw yu t cntrl the layuts that users see based n set event cnditins, and the visibility f bject peratins, such as the New buttn. See Object type details abve. Yu can use the Actin buttns n the tp f this page t perfrm these tasks: Edit - edit the bject type details Delete - remves the bject type frm Relativity. After yu click Delete, a cnfirmatin message is displayed with the Dependencies buttn. See Displaying the dependencies reprt. Back - redirects yu t the Object Type list page Edit Permissins - set access rights n the bject type View Audit - displays the update histry fr the bject type Relativity Admin Guide - 206

207 Nte: When yu click Edit Permissins, yu mdify nly the security fr the current bject type. The bject type is secured with the wrkspace-level rights by default, unless it inherits permissins frm a parent bject. See the Admin guide fr mre infrmatin n Security Permissins Adding an bject type 1. In Wrkspace mde, pint t the Administratin tab, and click Object Type. 2. Click New Object Type t display the Object Type frm. 3. Cmplete the fields n the Object Type infrmatin frm. See the Admin guide fr mre infrmatin n Fields. 4. Click Save Fields The fields available n the Object Type frm include: Name - the designatin used t identify the bject Parent Object Type - used t select anther bject type. The bject that yu are creating will be a child f the selected bject type. The fllwing ptins are available: Wrkspace - indicates that the new bject type will be a child f the wrkspace. Relativity creates a tab fr the bject in the wrkspace, and assigns it wrkspace-level security. These bjects can Relativity Admin Guide - 207

208 als be assciated with ther bject types. <Object> - indicates that the new bject type is a child f anther Relativity bject. This type f child bject des nt have wrkspace tabs, and it inherits permissins frm the parent bject. Nte: Yu can als use fields and layuts t create cnnectins between bject types. Objects that are cnnected thrugh assciatins can each have their wn security settings. See the Admin guide fr mre infrmatin n Fields. Dynamic - indicates whether yu can extend an bject by adding fields, views, and ther items. This read-nly field is set t Yes fr dcument and Dynamic Objects. It is set t N fr system-created bjects, excluding dcument bjects. Enable Snapsht Auditing On Delete - used t capture audit infrmatin abut the values stred in bject fields. The fllwing ptins are available: Yes - the default setting, which results in Relativity capturing a snapsht f the current field values fr the bject. By capturing this data, the size f the delete audit recrd will be increased, but the field values will be available when querying the wrkspace histry. N - indicates that Relativity will delete the bject withut capturing its field values. Pivt - used t enable r disable Pivt functinality n the bject. The default value is Enabled, resulting in the display f Pivt icn n the bject tab. Pivt runs n nly the bject fields when it is enabled. Select Disabled t remve the icn frm the bject tab. Cpy Instances On Wrkspace Creatin - determines whether instances f the bject type are cpied during wrkspace creatin. Cnsider the fllwing when setting this value: If the template wrkspace cntains an bject with Cpy Instances On Wrkspace Creatin set t Yes, but ne f its assciative bjects has this same field set t N, the instances will be unlinked frm the bject. The bject will be cpied t the new wrkspace, but nne f its instances will be cpied. An instance f an bject type can't be cpied if its parent bject is set t N. An instance f an bject type can't be cpied if its parent bject cntains a File field. Instances can't be cpied if the template wrkspace cntains an bject that is assciated with a dcument bject. Nte: Relativity cpies bjects frm the template wrkspace regardless f this field's value. The Cpy Instances On Wrkspace Creatin field nly cntrls whether r nt it cpies bject instances t the new wrkspace. Relativity Applicatins - used fr assciating the bject type with an applicatin created n the Relativity Applicatins tab. Click the ellipsis ( ) buttn t select an existing applicatin. T use this ptin, yu must have the permissin Manage Relativity Applicatins in the Admin Operatins sectin f the Security page. Keywrds - used t filter n the bject type in a view, as well as fr ther identificatin purpses. Ntes - used t enter additinal cmments abut the bject type Adding an event handler Yu can add an event handler t a Dynamic Object when yu create r edit it. 1. Create a new bject type r edit an existing ne. See Object type details n page On the detail view f the bject type, click New in the Event Handlers sectin. Relativity Admin Guide - 208

209 3. Select the checkbx fr the event handler that yu want t add. The list may cntain several event handlers with the same name, s select ne with the apprpriate executin type and applicatin. 4. Click OK. The event handler file name appears in the DLL clumn. Its actin is executed when yu create a new bject f that type and click Save r Save and Next Adding an bject rule 1. On the Object Type Details page, click New n the Rules title bar. 2. Cmplete the fields n the Add New Rule frm. See Object type details n page Click Save Fields The fllwing list describes the fields n the Add New Rule frm: Name - the designatin used t identify the rule Rule Type - determines the type r cntent f the layut that is displayed. See Object type details n page 206. Field - the Relativity field cntaining the value drives rule behavir Value - the field value that drives rule behavir Actin - the layut that displays based n the rule User can select anther layut - determines the layuts that reviewers can see if the rule cnditin is met: If the bx is checked, reviewers see the layut selected in the Actin field by default, but they are nt able t mve t anther field. If the bx is nt checked, reviewers are lcked int using nly the layut selectin in the Actin field. Relativity Admin Guide - 209

210 Nte: Fr example, yu culd establish a rule that cntrls the layut that a reviewer sees in First and Secnd Pass Reviews. When the First Pass Review Cmplete field is equal t yes fr a dcument, the reviewer is taken t the Secnd Level Review layut and is able t see nly that layut Selecting a rule type Yu can select ne f the fllwing ptins fr the Rule Type: Default Layut - determines which layut that reviewers see by default, r if the reviewers see any layut at all. It is based n a set field value. Custm Single Object Add Link Visibility - cntrls availability f the Add link buttn t add bject instances t existing custm single bjects frm a layut. Read mre abut Rule Types: When yu apply the Custm Single Object Add Link Visibility bject rule t an bject, clearing the Shw Add Link text bx means that the Add link will nt be displayed fr a custm single bject field pinting t that bject, and yu will nt be able t add bject instances frm a layut. Nte: System single bject fields and custm single bject fields f Dcument bject type will nt display the Add link. Default Layut n New - determines which layut a reviewer sees fr new dcuments. When yu select this ptin, the Add New Rule frm redisplays with nly the Rule Type, Name, and Actin ptins. Use the Actin ptin t select the layut t display fr new dcuments. Relativity Admin Guide - 210

211 Glbal Buttn Visibility - determines the visibility f specific buttns r actin ptins available n an bject type. When yu select this ptin, the Add New Rule frm re-displays with the fllwing Visibility ptins. Yu can clear the check bx assciated with a Visibility ptin t hide the related functinality frm Relativity users. The fllwing table utlines the effect f clearing these check bxes. Visibility Optin Shw New Shw Delete When Yu Clear this Check bx The fllwing ptins are nt displayed: New buttn n the Object List page Mass Cpy n the Object List page, and n any ther page where the mass peratin is available fr this bject type Save & New buttn n the edit page fr an bject instance New buttn n child r assciative bject lists f this bject type The fllwing ptins are nt displayed: Mass Delete n the Object List page, and n any ther page where the mass peratin is available fr this bject type Delete buttn n the details page fr an bject instance Relativity Admin Guide - 211

212 Visibility Optin Shw Link Shw Unlink When Yu Clear this Check bx The Link buttn is nt displayed n assciative bjects lists added t the layut f anther bject assciated by a multiple r single bject field t the current bject type. See the Admin guide fr mre infrmatin n Adding child and assciative bject lists. The Unlink buttn is nt displayed n assciative bjects lists added t the layut f anther bject assciated by a multiple r single bject field t the current bject type. See the Admin guide fr mre infrmatin n Adding child and assciative bject lists. Mass Actin Visibility cntrls the visibility f the Edit, Replace, and Cpy mass actins fr an bject type. When yu add a Mass Actin Visibility rule, the visibility check bxes are clear by default. If yu dn't select the visibility check bx fr a given mass actin, then that ptin wn't be available in the mass peratins drp-dwn list fr the bject. Nte: If the bject has a Glbal Buttn Visibility rule with the Shw New visibility ptin disabled, then the Cpy mass actin will nt display even if the Shw Cpy check bx is selected. New Buttn Override - verride the Edit page that displays by default when clicking the New buttn n the bject page. Enter a URL in the Link field. Clicking New n the bject page will bypass the default Edit page and launch this URL. Use the fllwing text replacement ptins t custmize the URL, allwing yu t display current details abut yur wrkspace: Relativity Admin Guide - 212

213 Text Replacement Optin %ApplicatinPath% %AppID% %AuthenticatinTken% %artifacttypeid% %parentartifactid% %assciatedartifactid% %cnnectrfieldartifactid% Replacement Text The actual Applicatin path AppID=<Current Wrkspace ID> AuthenticatinTken=<New Authenticatin Tken> ArtifactTypeID=<Current ArtifactTypeID> ParentArtifactID=<Current Parent ArtifactID> AssciatedArtifactID=<Current Instance Artifact ID> CnnectrFieldArtifactID=<Current Cnnectr Field Artifact ID> Chice Behavir - cntrls whether yur users can add r delete chices fr fields. By default, the checkbxes are selected, which means users can add and delete chices. T remve a user's ability t add r delete chices, deselect the checkbx and click Save. The fllwing table describes the expected behavir when applying a Chice Behavir bject rule t a single- r multiple-chice field. Behavir When Yu Clear this Check bx Allw Add Allw Delete Allw Rename the Add hyperlink desn't appear fr the selected single- r multiple-chice field the field yu cnfigured in the bject rule is unavailable in the Field drp-dwn menu when creating a new chice in Administratin::Chices a user can't perfrm a Mass Cpy actin n chices the Delete buttn desn't appear in Administratin::Chices frm a user can't perfrm a Mass Delete actin n chices users dn't have the ability t rename chice names Sub-List Buttn Visibility - prvides granular cntrl ver the display f the buttns fr child and assciative bject lists. Yu can define a cnditin that determines the availability f these ptins, r yu can create a rule that targets these ptins fr a specific assciative r child list withut defining any cnditin. Relativity Admin Guide - 213

214 Yu can select values fr the fllwing fields when yu add this rule type: Assciative/Child Object - displays all child r assciative bjects lists fr the bject type n which the rule is added. Yu cntrl the buttn visibility fr this bject type. See the Admin guide fr mre infrmatin n Adding child and assciative bject lists. Field and Value - ptinal fields that set a cnditin fr cntrlling the display f the Visibility ptins. Only single chice fields are listed in the Field drp-dwn. Visibility - the list f ptins used fr cntrlling the display f specific buttns. When Assciative/Child Object is a child bject list, nly the Shw New and Shw Delete ptins are displayed. When this ptin is set t an assciative bject list, nly the Shw New, Shw Link, and Shw Unlink ptins are displayed. The fllwing table describes hw t hide a buttn by clearing its checkbx. If Field and Value are blank, the buttns are always hidden r displayed, depending n which checkbxes are selected r cleared. Visibility Optin Shw New Shw Delete Shw Link Shw Unlink When Yu Clear this Check bx The New buttn is nt displayed n the list selected in the Assciative/Child Object ptin. The Delete buttn is nt displayed n the child bject list selected in the Assciative/Child Object ptin. The Link buttn is nt displayed n the assciative bject list selected in the Assciative/Child Object ptin. The Unlink buttn is nt displayed n the assciative bject list selected in the Assciative/Child Object ptin. Relativity Admin Guide - 214

215 Nte: A Sub-List Buttn Visibility rule will verride a Glbal Buttn Visibility rule when a cnflict ccurs between the tw Adding infrmatin t bjects Yu can add infrmatin t Dynamic Objects in the same way yu add infrmatin t dcuments in Relativity. In additin, the Relativity Desktp Client allws this infrmatin t be exprted t an external file fr further review. A new bject has default fields, a default view and a default layut. Yu can add fields t Dynamic Objects and place thse fields n layuts and views. T learn mre abut adding infrmatin t bjects, see the fllwing: See the Admin guide fr mre infrmatin n Fields. See the Admin guide fr mre infrmatin n Layuts. See the Admin guide fr mre infrmatin n Views Deleting bject dependencies Deleting bject dependencies remves any bject dependencies frm the dcuments r Dynamic Objects yu want t delete. With the delete bject dependencies permissin, yu can frce the deletin f the current bject, which includes deleting its children and unlinking assciative bjects. These actins are required t remve an bject cmpletely when child and assciative relatinships exist. Instead f manually remving dependencies, the frced deletin feature autmatically perfrms these actins fr yu Frce deleting bject dependencies The ptin t delete bject dependencies displays nly when yu have the crrespnding delete bject dependencies security permissin. See the Admin guide fr mre infrmatin n Security permissins. T frce delete ne r mre dcuments r Dynamic Objects: 1. Navigate t the parent r child tab f the bject yu want t delete. 2. T delete a single bject: Click the name f the single bject that yu want t delete, and then click the Delete buttn n the bject details page. 3. T mass delete bjects: Select the items yu want t delete, and select Delete frm the mass peratins menu. Click G. See the Admin guide fr mre infrmatin n Mass delete. 4. Befre frce deleting the bject, yu shuld: View a reprt listing the affected bjects by clicking Dependencies. Fr mre infrmatin, see Displaying and interpreting the dependencies reprt n the next page. Relativity Admin Guide - 215

216 Think abut the fields f the selected bject befre frcing a delete. Fr mre infrmatin, see Cnsidering the fields f frce deleted bjects n the next page. 5. Click Delete t remve the bject and its children, as well as unlink assciative bjects. Nte: If the Delete buttn is disabled, then yu dn't have the security permissin delete bject dependencies. See the Admin guide fr mre infrmatin n Security permissins Displaying and interpreting the dependencies reprt The dependencies reprt helps yu understand hw deleting an bject affects its child and assciative bjects. Yu can run this reprt befre deleting an bject r grup f bjects t determine hw this peratin changes yur wrkspace. The dependencies reprt is available fr wrkspace-level bjects in Relativity, including dcuments. Yu can display this reprt when yu delete a single bject r perfrm a mass delete peratin. T display the dependencies reprt, click the Dependencies buttn in the frce delete dialg windw. If the bject(s) yu're trying t delete desn't have any children r assciative bjects, the Dependencies buttn is disabled. The dependencies reprt generates a list f the bject's child and assciative bjects as well as a cunt f each bject type. Use Relativity's filter, srt, and page features t manage yur reprt results. Yu can als mass exprt the reprt results t an Excel file. See the Admin guide fr mre infrmatin n Mass exprt t file. A dependency reprt cntains the fllwing fields: Object Type - identifies child and assciative bjects that have a dependency n the selected bject. Actin - displays Delete fr child bjects and Unlink fr mst assciative bjects. When yu frce Relativity Admin Guide - 216

217 delete the selected bject, Relativity autmatically perfrms these actins n child and assciative bjects. Nte: T cmplete these actins, yu must have the delete bject dependencies security permissin. Cunt - indicates the number f bject instances fr each bject type dependency n the selected bject. Cnnectin - indicates the type f dependency that exists between the selected bject and the bject type listed in the reprt Cnsidering the fields f frce deleted bjects The dependencies reprt prvides infrmatin abut the relatinship between the selected bject and ther child r assciative bjects. Hwever, it desn't list bjects that reference the fields n the selected bject because they're nt identified as children r linked by assciatin. When yu frce the deletin f an bject, Relativity may mdify the cntent f the bject s fields r delete them. Since ther bjects may reference these fields, make sure that yu have a clear understanding f hw they're used in Relativity. The fllwing examples illustrate hw the frced deletin f an bject affects references t its fields. Analytics categrizatin set example When yu create a categrizatin set, Relativity generates a Categry Set Result field, which users can add t searches, views, pivt prfiles, etc. If yu frce delete the categrizatin set, the Categry Set Result field becmes blank. As a result, any saved searches referencing this field are blank, and any views using this field as a cnditin n lnger list it. Search terms reprts example Relativity generates a Search Terms Results field when yu create a search terms reprt. Yu can use terms frm the search terms reprt t create a persistent highlight set. If yu frce delete the search terms reprt, Relativity als deletes the Search Terms Results field, and the viewer n lnger displays persistent highlights based n the search terms reprt. In this case, the persistent highlight set still references the Search Terms Results field, but it desn't cntain any results Creating a custdian bject While custdians exist within every dcument, the current custdian field nly huses the name f each individual. Custdian bjects represent structured data related t the individuals themselves, husing anything frm their cntact infrmatin, length f emplyment, etc. As an example, custdian bjects can be useful during a review prcess that's centered arund specific custdians wh meet certain criteria. In rder fr the review team t cnduct an effective dcument audit, they must have detailed backgrund infrmatin related t wrkspace custdians; specifically, each custdians rle within the cmpany, as well as their hire date. Relativity Admin Guide - 217

218 Yu must first create a new Custdian Dynamic Object t huse the required infrmatin. This new dcument bject creates a field t take the place f yur riginal dcument bject Custdian field. T create a custdian bject: 1. Select the Object Type tab. 2. Click the New Object Type buttn. 3. In the Name <type: Custdian>. 4. In the Parent Object Type, select Wrkspace. The Custdian and Dcument bjects are under the Wrkspace bject. If yu make Custdian a child f the Dcument bject yu wn t have the ability t link with multiple dcuments. 5. In the Enable Snapsht Auditing On Delete drp dwn, select Yes. Nte: If Enable Snapsht Auditing On Delete is set t Yes when deleting items frm the bject, Relativity captures a snapsht f the item s current field values. This increases the size f the delete audit fr the recrd, but may be useful when querying the wrkspace histry. If Enable Snapsht Auditing On Delete is set t N when deleting items frm the bject, Relativity deletes the item withut capturing its field values. 6. In the Pivt drp-dwn, select Enabled. Relativity Admin Guide - 218

219 7. In the Cpy Instance On Wrkspace Creatin drp-dwn, select Yes. 8. Click Save and Back. 9. The Object Type named Custdian appears in the Object list Editing items t include bjects When a new bject is created the system autmatically creates an assciated field layut and view. Let s nw examine these fields, layuts and views. T edit field and layut views: Relativity Admin Guide - 219

220 1. Select the Fields tab and click the icn. The Basic Infrmatin frm pens n Step Leave Name as All Fields t view all system fields that pertain t the Custdian Object. 3. Select Object Type frm Available Fields and mve it t Selected Fields using the single blue arrw in the center. If yu wish t adjust its psitin left t right in the view use the Up arrw n the right-hand side. Higher n list is farther left in the view. 4. Click Save. 5. Click n the Shw Filters links. In the Object Type yu are nw able t filter and view n Custdian. After editing yur field view, yu must d the same fr yur layut view. 6. Select the Layuts tab and click the buttn. 7. Leave Name as All Layuts t view all system layuts that pertain t the Custdian bject. Relativity Admin Guide - 220

221 8. Select Object Type frm list f fields n the left Available Fields clumn and mve right t Selected Fields using the single blue arrw in the center. Adjust its psitin using the Up arrws n the righthand side. 9. Click Save. 10. Click n the Shw Filters link. In the Object Type, yu are nw able t filter and view n Custdian Creating custdian fields Nw that the Custdian Object has been created, its crrespnding fields t hld detailed custdian infrmatin must be created. As required, custdians rles and hire dates are added. T create custdian-related fields: 1. Select the Fields tab. If yu have custdian infrmatin already in yur database fllw steps 2-8. If nt, yu can skip ahead t step 9 belw. Yu will edit the dcument bject Custdian field. This will be exprted and nt used any lnger fr the custdian infrmatin s yu will rename it t CustdianOld. Dn t delete it, as yu will exprt the current custdian data. 2. Find Custdian field frm list and click Edit. 3. In the name field rename Custdian t CustdianOld. 4. Click Save and Back. 5. Click Shw Filters, filter n the Object type Custdian. Varius fields are autmatically created when yu create an bject. The Name field is yur new custdian field. Yu will create ther custdian-related fields. The custdian bject creates a field t hld custdian data but this is nt yet cnnected t the dcument bject. Since it is nt cnnected t the dcument bject yu aren't able t see this n the dcuments view r imprt Relativity Admin Guide - 221

222 data t this field frm the Desktp Client. Yu will rename it t custdian t hld the name infrmatin. 6. Click Edit next t the Name field. 7. In the Name field change Name t custdian. 8. Click Save and Back. 9. Click New Field. 10. Create fields related t Custdian rles as fllws: Object Type: Custdian Name: Cmpany Field Type: Fixed-Length Text Length: 255 Required: Yes Include in Text Index: N Linked: N Filter Type: Textbx Open t Assciatins: Yes 11. Click Save and New. 12. Create anther field related t custdian Start Date as fllws: Object Type: Custdian Name: Start Date Field Type: Date Required: Yes Frmatting: Date Include in Text Index: N Linked: N Filter Type: Textbx 13. Click Save. Yur custdian-related fields are created. 14. Create a field related t custdian rles as fllws: Object Type drp-dwn: Dcument Creating this bject cnnects the Custdian bject t the Dcument Object. This is the nly item with an Object type f Dcument. Custdian infrmatin can be added here r in the Custdian bject named custdian renamed frm name and created when the custdian bject was created. In the field type fr this example we will use the bject field. This allws fr a ne t many cnnectin t the dcuments. One custdian t many Relativity Admin Guide - 222

223 dcuments. Yu can't attach multiple custdians t ne dcument using this field type. Name: Custdian Field Type: Single Object Assciative Object Type: Custdian Required: Yes Include in Text Index: N Linked: Yes 15. Click Save and New Applying custdian-related fields t a layut After creating custdian-related fields, yu must apply them t yur Custdians layut. T apply custdian-related fields t a layut: Relativity Admin Guide - 223

224 1. Select the Layuts tab and filter Object Type t Custdian. 2. Click the Custdian Layut hyperlink. This layut was autmatically created with yur Custdian Object. 3. Click Build Layut t begin. 4. Click Default Categry and custmize the Title field t Custdian Infrmatin. 5. Click Save. 6. The Custdian field which was riginally named Name is added t the layut by default. Click the Add Field buttn. 7. Add the rle field with the fllwing specificatins: Categry: Custdian Infrmatin Field: Cmpany Read-Only: N Order: 20 Clumn: Bth Clumns Rw: 1 Display Type: Text 8. Click Save and New. 9. Add the hire date field as fllws: Categry: Custdian Infrmatin Fields: Start Date Read-Only: N Order: 30 Clumn: Bth Clumns Relativity Admin Guide - 224

225 Display Type: Date 10. Click Save. When yu create a new bject field yu als get the ptin f cnnecting t anther bject by adding the Assciative Object list in yur layut. Since yu are in the Custdian Object layut, adding the Assciative Object adds the Dcument bject list. 11. Click n Add Assciative Object List. Assciative Object: Dcument- Custdian View: Dcuments Links Pint t Ppup: N Order: 10 Nte: By selecting Yes in the Links Pint t Pp-up drp-dwn, Relativity will pen a dialg bx beside the dcument view. By selecting N, Relativity will navigate away frm the dcument and redirect the reviewer t anther page. 12. Click Save. We are dne with the custdian layut. 13. Click Clse Creating a questin bject Custdians can have multiple dcuments linked t them, but dcuments can have nly ne custdian. This is a ne-t-many relatinship many dcuments t ne custdian. A reviewer may have ne r many questins abut a dcument, and each questin may be assciated with ne r many dcuments anther many-t-many relatinship. Fr such a case, yu can use the fllwing steps t build a questin and answer bject that functins as a cnversatin abut a dcument. 1. Select the Object Type tab. 2. Click the New Object buttn. Name: Questin. Parent Object Type: Wrkspace. Enable Snapsht Auditing On Delete: Yes. 3. Click Save & Back. The new Object Type Questin appears in the list. Relativity Admin Guide - 225

226 Editing views After creating a Questin bject type, brwse thrugh ther tabs in the system t view and verify the impacted changes. T d this, edit the views within each tab t see which fields and layuts pertain t the bject type. If yu've already created a custdian bject, yu can skip this prcedure and g t Creating a questin bject n the previus page. T edit field and layut views: 1. Select the Fields tab and click the Edit View buttn. The Basic Infrmatin frm pens n Step Leave Name as All Fields t view all system fields that pertain t the Questin bject. 3. Select Object Type frm Available Fields and mve it t Selected Fields using the single blue arrw in the center. Adjust its psitin using the Up arrw n the right-hand side. 4. Click Save. Relativity Admin Guide - 226

227 5. Click n the Shw Filters links. In the Object Type yu are nw able t filter and view n Questin. After editing yur field view, yu must d the same fr yur layut view. 6. Select the Layuts tab and click the Edit View buttn. 7. Leave Name as All Layuts t view all system layuts that pertain t the Questin bject. 8. Select Object Type frm list f fields n the left Available Fields clumn and mve right t Selected Fields using the single blue arrw in the center. Adjust its psitin using the Up arrws n the righthand side. 9. Click Dne. 10. Click n the Shw Filters link. In the Object Type, yu are nw able t filter and view n Questin Questin bject field layut creatin Yu have an bject t stre data but yu need questin and answer fields t hld the infrmatin fr that bject. The questin can be abut a dcument, and the answer is cmpleted later by anther reviewer, mst likely a higher level reviewer. T add fields t the questin bject: 1. Select the Fields tab. 2. Filter the fields t shw the Questin Object Type. Relativity Admin Guide - 227

228 3. The Name field was created with the Object. 4. Click Edit and change the Name field t Questin. 5. Click Save. 6. Create an Answer field: Click the New Field buttn Object Type: Questin Name: Answer Field Type: Lng Text Open t Assciatins: Yes 7. Click Save and New. 8. Create a Multiple Object field Dcument bject field that cnnects the fields yu just created: Object Type: Dcument Name: Questins Field Type: Multiple Object Object Type: Questin 9. Click Save Questin views Let s lk at hw the Questin bject can be used and create sme views and layuts t help us see the bject fields. 1. Select the Questin tab. Make sme questins s yu can visualize hw the bjects wrk tgether. 2. Click New Questin. Type a questin in the field and save it. Relativity Admin Guide - 228

229 3. There is n way t answer it yet, s add the Answer field t this layut. Click the Layuts Tab and filter n the Questin bject type. 4. Select the Questin Layut. 5. Click Build Layut. 6. Click n the Add Field link first and select the Answer field. Categry: Default Categry Field: Answer Read Only: N Order: Click Save. The Answer field appears n the layut. 8. Next click Add Assciative Object List t add the dcuments view t the layut. Assciative Object: Dcument - Questins View: Dcuments Link View: Dcuments Links t Ppup: N Order: 10 Relativity Admin Guide - 229

230 9. Click Save. 10. Click n Views tab and filter Object Type t Questin. 11. Click Edit fr the All Questins view. The Basic Infrmatin frm pens n Step Click Next. 13. Duble Click n Answer field in the left clumn t mve it t the right, and then click Dne. While in the views tab, yu can create views fr dcuments withut answers t Questins r dcuments with Questins. If yu have a senir level reviewer it might be helpful t have a list f questins that need answering and nly thse dcuments get reviewed by a senir level persn. 14. G t the Layuts Tab and select the Basic dcument layut. Relativity Admin Guide - 230

231 15. Click Add Assciative Object List Assciative Object: Q & A View: All Questins Link View: All Questins Links Pint t Ppup: N Order: Click Save. Nte: By selecting Yes in the Links Pint t Pp-up drp-dwn, Relativity will pen a dialg bx beside the dcument view. By selecting N, Relativity will navigate away frm the dcument and redirect the reviewer t anther page. 17. Click n the Dcuments Tab and pen a Dcument. 18. Select the Basic layut frm the cding drp-dwn. The Questin sectin appears. 19. Click New t add a Questin and answer t this dcument. 20. Return t the dcument list. 21. Click n the Edit View icn and include Q&A and the Q&A::Answer field. 22. Click Dne. The dcuments and their crrespnding questins and answers are listed. Yu can create layuts t shw nly the questins withut answers fr higher level reviewers. Yu can add questins and answers t layuts fr reviewers t nte cmments r answers regarding certain dcuments. Yu can shape yur Questin bject frm here. Relativity Admin Guide - 231

232 28.8 Updating new custdian field If yu're using a wrkspace with custdian data already present fllw the steps belw t mve that data t the new custdian field. If nt, g t Applying custdian data n the next page. In rder t use the new custdian bject we need t ppulate the custdian infrmatin. When using an existing wrkspace, any existing custdian data must be exprted ut f the current dcument bject custdian field. Then the exprted data is laded int the new custdian field in the dcument bject. This field replaces the standard CustdianOld field Preliminary steps There are tw scenaris that affect the way Custdian data is laded: Data has already been laded int yur wrkspace. See Updating new custdian field abve. Data has nt been laded int yur wrkspace. See Applying custdian data n the next page. Nte: Regardless f whether data has been laded int yur wrkspace, Applying custdian data n the next page is always available Exprting custdian data If yu are wrking n an existing wrkspace with existing Custdian infrmatin, yu want t transfer that infrmatin frm its existing field t yur bject field. This is accmplished by exprting the ld data and imprting int the new field. T exprt custdian data: 1. Set the Custdian field t ccur in yur dcument view: In the dcument tab, click Edit View next t the drp-dwn. Click Next n the Enter Basic Infrmatin screen. With the arrws, shift CustdianOld frm the Available Fields t the Selected Fields bx n the right. Relativity Admin Guide - 232

233 Click Dne. Nte that the custdian name nw ccurs in the dcument view. 2. In Mass Operatin bar select All ### then Exprt t File. Exprt all yur custdian and cntrl number data t an external file. Click G. While yu can exprt all yur fields in view and nly lad the custdian field, the exprt ges faster with nly the Cntrl number and custdian fields in view. 3. The Exprt dialg bx appears. Set the Frmat drp-dwn t Cncrdance DAT frmat (.dat), and the Encding drp-dwn t Western Eurpean (Windws). 4. Click Run. Save the.dat file t yur lcal machine. This infrmatin is re-imprted in Applying custdian data belw Applying custdian data Once the new Custdian field has been created, crrespnding data must be applied. As cvered in the Updating new custdian field n the previus page prcedure, there are tw scenaris that affect the way custdian data is laded: Data has already been laded int yur wrkspace Data has nt been laded int yur wrkspace Relativity Admin Guide - 233

234 Imprting custdian data If data is present in yur wrkspace, yu need t imprt the previusly saved.dat file cntaining yur custdian infrmatin. Nte: Cntinue t Applying custdian data n the previus page if yu haven't exprted data previusly laded data in yur wrkspace. T imprt custdian data: 1. Open the Relativity Desktp Client and brwse t yur wrkspace. 2. Select Tls Imprt Dcument Lad File. 3. In the Lad File tab, brwse t and select the.dat file. Cntrl Number and Custdian appear in the File Clumn Headers bx. 4. In the Field Map tab, select Custdian and Cntrl Number frm the Wrkspace Fields and CustdianOld and Cntrl Number frm the Lad File Fields. Map in the center, adjust their psitins by using the Up arrw buttns. Relativity Admin Guide - 234

235 5. In the Overwrite drp-dwn, select Overlay Only. 6. Select Imprt Imprt File. 7. Yu can clse ut f the Desktp Client when this has cmpleted Manual custdian entry Regardless f whether data has been laded int yur wrkspace, manual custdian entry is always available. This prcedure guides yu thrugh adding a custdian manually and assigning them t dcuments. We need t add a layut t the dcument bject with ur custdian infrmatin. The previus layut we edited was fr the custdian bject Creating a layut in the dcument bject T create a custdian-related layut in the dcument bject: 1. Select the Layuts tab and click the New Layut buttn. 2. Create a layut using the fllwing: Object Type: Dcument Name: Custdian Inf Relativity Admin Guide - 235

236 Order: Click Save. Click the Add Field buttn. 4. The Add Field t Layut Dialg bx pens. Cmplete as fllws: Field: Custdian Read-Only: N Leave ther fields as default 5. Click Save. The field appears in the layut. T add custdian infrmatin: 1. Select the Custdian tab. 2. Click the New Custdian buttn. 3. Fill in the infrmatin fr a new custdian including custdian name, rle and hire date. If yu have imprted the ld custdian infrmatin, click n the Edit link t cmplete the new custdian bject fields. 4. Click Save. If yu've manually added custdians t yur wrkspace, yu must assciate them with their crrespnding dcuments. Once yu have created yur custdian-assciated layut, yu can manually assciate custdians with specific dcuments. The imprted custdian infrmatin already has custdians assciated t dcuments Assciating custdians and dcuments T assciate custdians and dcuments: Relativity Admin Guide - 236

237 1. Select the Dcuments tab and select the checkbxes f a few dcuments in the list. 2. In the Mass Operatins bar, select Checked and Edit. 3. Click G. The Mass Operatins dialg bx appears. 4. Select Custdian Inf layut in the drp-dwn and select the Custdian Object checkbx. Click the ellipsis ( ) buttn. Relativity Admin Guide - 237

238 5. The Select an Item dialg bx appears. Select the radi buttn next t a custdian s name. 6. Click OK and then Save. The custdian has been applied t the selected dcuments. T view the custdian s infrmatin within the dcument view, pen a dcument assciated with yur custdian. 7. In the cding drp-dwn, select the Custdian layut. The custdian link appears in the view. 8. Click the custdian link. The editable infrmatin and dcuments assciated t this custdian appear in the view Editing custdian infrmatin Within the Custdians tab, values fr the Cmpany and Start Date fields may be cded. T edit custdian infrmatin: 1. Select the Custdian tab and click n the Edit hyperlink next t a custdian. Relativity Admin Guide - 238

239 2. Cde each custdian s infrmatin in the fields. 3. Click Save. 4. View yur custdian infrmatin with all the crrespnding dcuments belw. This is the Custdian Object. 5. After yu update the cmpany infrmatin g t the Dcuments tab and add Custdian::Cmpany t the view. Ntice edits in the Custdian tab carry ver t the dcument tab Building Media Tracker with Relativity Dynamic Objects Media Tracker is an applicatin that yu can build using Relativity Dynamic Objects (RDOs). With Media Tracker, users can track media received frm vendrs, clients, and ppsing cunsel. After yu build and deply the applicatin in a wrkspace, users can manually input the media and related metadata. Cmplete the fllwing steps t create a Media Tracker applicatin and then imprt it int Relativity wrkspaces. Nte: Fr mre infrmatin n creating, custmizing, and managing applicatins in Relativity, visit the Relativity Develpers site Create a new applicatin T begin, create a new applicatin in the target wrkspace. T create a new applicatin: 1. Select the Relativity Applicatins tab. 2. Click the New Relativity Applicatin buttn. Relativity Admin Guide - 239

240 3. Leave the Applicatin Type as Create new Applicatin. Fr New Applicatin Name, enter Media Tracker and click Save. The Media Tracker applicatin infrmatin page displays Link and create bject types Next, add bject types t the applicatin frm the Media Tracker applicatin infrmatin page. Fr mre infrmatin, see Object type details n page Under the Object Type sectin, click Link and select the Dcument bject type. Click Add and then Set t cmplete the link. 2. Under the Object Type sectin, click the New buttn t create the fllwing new bject types. (Fr each new bject type, set Parent Object Type t Wrkspace and Relativity Applicatins t Media Tracker.) a. Media Received - stres infrmatin abut each delivery including a scanned PDF cpy f the letter received b. Surce Media - serves as a recrd f each disk r hard drive received c. Prcessed Media - recrds the vlume f data n the disks r the hard drive and relate back t the dcuments in the database The fur bject types nw appear n the Media Tracker applicatin infrmatin page Update and create fields Next, create and edit fields fr the Media Tracker applicatin. See the Admin guide fr mre infrmatin n Fields. 1. Open the Fields tab in the target wrkspace. 2. Select All Fields frm the View drp-dwn menu. 3. Click Shw Filters, then type Name in the Name clumn filter. Press Enter. 4. Click Edit t rename the Name fields fr the fllwing bject types. (Filter by Object Type t find each bject type.) Surce Media - change name t Media ID Media Received - change name t Media Received ID Prcessed Media - change name t Prcessed Vlume Click Save t apply each name change. 5. Click New Field t create the fllwing fields. Fr each field, set the bject type, name, and field type as specified in the table belw. Set Relativity Applicatins t Media Tracker, and leave the rest f the ptins as the default values. Object Type Name Field Type Media Received Letter Date Date Media Received Letter Frm Fixed-Length Text : 255 Media Received Letter Scan File Media Received Letter Title Fixed-Length Text : 255 Media Received Letter T Fixed-Length Text : 255 Media Received Received Frm Single Chice Relativity Admin Guide - 240

241 Object Type Name Field Type Media Received Received On Date Media Received Type Single Chice Surce Media Custdians Multiple Chice; Set Open t Assciatins t Yes. Surce Media Media Scan File Surce Media Media Type Single Chice Surce Media Media Received Single Object with Assciative Object Type: Media Received Surce Media Surce Media Strage Lcatin Fixed-Length Text : 255 Prcessed Media Prcessed By Single Chice Prcessed Media Prcessed Media Prcessed Media Strage Lcatin Surce Fixed-Length Text : 255 Single Object with Assciative Object Type: Surce Media Dcument Prcessed Vlume Single Object with Assciative Object Type: Prcessed Media Update views In the Relativity Applicatins tab, g t the Media Tracker applicatin infrmatin page. Using the new fields, yu can nw update the applicatin's views. See the Admin guide fr mre infrmatin n Layuts. 1. Under the View sectin, click Link and select the Dcument view. Click Add and Set t cmplete the link. Nte: Adding the Dcument view requires adding all fields referenced by the Dcument view t the applicatin. 2. Under the View sectin, click Edit t update the fllwing views. Fr each view, set the fields as listed belw. Click Save t apply the view settings. a. Name: All Media Received Object Type: Media Received Fields: Edit Security Media Received ID Type Received Frm Received On Relativity Admin Guide - 241

242 b. Name: All Surce Media Object Type: Surce Media Fields: Edit Security Media ID Media Type Media Received Surce Media Strage Lcatin Custdians c. Name: All Prcessed Media Build layuts Object Type: Prcessed Media Fields: Edit Security Prcessed Vlume Prcessed Media Strage Lcatin Prcessed By Surce::Custdians Finally, yu can build the layuts that drive the Media Tracker wrkflw. See the Admin guide fr mre infrmatin n Layuts. T build a layut fr Media Tracker: 1. Click Edit t add rder in drpdwn values (using increments f 10) t each f the fllwing layuts. a. Media Received Layut (Object Type f Media Received) b. Surce Media Layut (Object Type f Surce Media) c. Prcessed Media Layut (Object Type f Prcessed Media) d. Click Save t apply the changes. 2. Build the Media Received Layut using the fllwing steps: a. Click Build Layut in the Layut cnsle. Add all layut elements using rder increments f 10. b. Click Default Categry t change its name t Media Received. Click Save. c. Click Add Field and add the fllwing fields belw Media Received. Received Frm (Read Only: N) Received On (Read Only: N) Type (Read Only: N) d. Click Create New Categry and name the new categry Letter Infrmatin. e. Click Add Field and add the fllwing fields belw Letter Infrmatin. Letter Frm (Read Only: N) Letter T (Read Only: N) Letter Date (Read Only: N) Letter Title (Read Only: N) Letter Scan (Read Only: N) Relativity Admin Guide - 242

243 f. Click Add Assciative Object List and enter the fllwing: Assciative Object: Surce Media - Media Received View: All Surce Media Links Pint t Ppup: N Order: 10 g. Click Save and clse the Building Layut windw. 3. Build the Surce Media Layut using the fllwing steps: a. Click Build Layut in the Layut cnsle. Add all layut elements using rder increments f 10. b. Click Default Categry t change its name t Media. Click Save. c. Click Add Field and add the fllwing fields belw Media. Media ID (Read Only: N) Media Received (Read Only: N) Media Type (Read Only: N) d. Click Create New Categry and name it Custdians. e. Click Add Field and add the fllwing fields belw Custdians. Surce Media Strage Lcatin (Read Only: N) Media Scan (Read Only: N) f. Click Add Assciative Object List and enter the fllwing: Assciative Object: Prcessed Media - Surce View: All Prcessed Media Links Pint t Ppup: N Order: 20 g. Click Save and clse the Building Layut windw. 4. Build the Prcessed Media Layut thrugh the fllwing steps: a. Click Build Layut in the Layut cnsle. Add all layut elements using rder increments f 10. b. Click Default Categry t change its name t Prcessed Media. c. Click Add Field and add the fllwing fields belw Prcessed Media. Prcessed Vlume (Read Only: N) Prcessed By (Read Only: N) d. Click Create New Categry and name it Surce Media. Click Add Field t add the Surce field (Read Only: N) belw Surce Media. e. Click Create New Categry and name it Strage Lcatin. Click Add Field t add the Prcessed Media Strage Lcatin field (Read Only: N) belw Strage Lcatin. f. Click Add Assciative Object List and enter the fllwing: Assciative Object: Dcument - Prcessed Vlume View: Prcessed Dcuments (Yu may have t create this view. See Creating a view n page 330. Set the Prcessed Vlume field yu created as the field fr this view.) Links Pint t Ppup: N Order: 30 g. Click Save and clse the Building Layut windw. Relativity Admin Guide - 243

244 Exprt Media Tracker applicatin Yu can nw exprt the Media Tracker applicatin. Exprting the applicatin file allws yu t imprt the cnfigured applicatin int anther wrkspace. 1. Click Exprt Applicatin n the Applicatin Cnsle. 2. Save the applicatin as an XML file r a RAP file t a flder n yur machine. 3. Install the applicatin t a wrkspace r t the Applicatin Library in Admin mde. Nte: Media Tracker is nly ne way that Relativity applicatins can supprt yur wrkflw and data management needs. After yu create this sample applicatin and becme familiar with its functinality, try mdifying its views, field names, and/r layuts t best fit yur needs. 29 Relativity Script Library The fllwing is a list f standard scripts available in Relativity. This list may vary per versin f Relativity. These scripts are available in the Relativity script library. T access the script library: 1. Navigate t Admin mde. 2. Click the Relativity Script Library tab. T add library scripts t yur Script tab in Wrkspace mde fr yur users t run, refer t the Relativity Admin Guide. Script Analytics billable estimate Billing statistics - case rllup Billing statistics - users Create sample set dtsearch index aut incremental build Get index fragmentatin levels Glbally administer keybard shrtcuts Ppulate threading visualizatin field Ppulate parent ID t child Descriptin Allws a partner t assess the billable size f a ptential Relativity Analytics index submissin. Reprts n peak billable data fr all cases in a Relativity envirnment; this can be used in envirnments where the aut ed statistics feature is nt pssible. Reprts n all users wh have had access t the case at any time during the mnth. Randmly samples dcuments frm a saved search t create a sample set. Incrementally builds all dtsearch indexes in all cases. Gathers current index fragmentatin levels fr a case n indexes with mre than 10 percent fragmentatin, and abve 50 page cunt. Frcibly assigns a keybard shrtcut t a specific system functin; this script runs against all wrkspaces. Ppulates a HTML enabled lng text field with visualizatin fr threading. Ppulate parent t child is a wrkspace-level script prpagates the Dcument ID f the parent dcument t any children f that dcument. Relativity Admin Guide - 244

245 Script Prpagate sent date t family dcuments Relativity SMTP cnfiguratin Reviewer statistics Set duplicate flag field Set extracted text size field Set native file size field Set prductin beg/end attach fields Set Relativity flder path field Switch security grup Upgrade legacy applicatins Descriptin Sets all families' dcuments t the same sent date as their parent dcuments in a case. Sets up the available SMTP fields in the kcura.ntificatin sectin f the Cnfiguratin table. Reprts n the efficiency f reviewers ver the specified date range; the returned statistics prvide a cunt n hw many dcuments were reviewed ver a certain perid f time. Identifies and sets a Yes/N field n all case dcuments t indicate it as a duplicate r master. Stres a dcument's extracted text data length (in Kilbytes) in a decimal field fr all dcuments in a case. Stres the native file size (in KB), fr each case dcument in a decimal field. Ppulates the prductin beginning and end attachment range fields fr each case dcument included in a prductin. Stres the current Relativity flder path f each dcument in a lng text field. Allws a user t switch a generic template grup n a case with a substitute grup. Upgrades a legacy applicatin (v 6.8 and earlier) t a Relativity Applicatin bject. The Relativity Script Library includes all scripts installed with yur versin f Relativity. T request additinal scripts, cntact kcura Client Services. The fllwing scripts are available utside the script library: Script Mving dtsearch indexes Mving Analytics indexes Get database size Descriptin Mves a dtsearch index frm ne lcatin t anther. Mves an Analytics index frm ne lcatin t anther. Displays size and lcatin infrmatin fr all database files in a specific wrkspace. Use the fllwing SQL cmmand t run this script: exec sp_helpdb <databasename> 29.1 Analytics billable estimate This script allws partners t assess the billable size f a ptential Relativity Analytics index submissin. Using this script, yu can select a saved search and see the ttal number f native dcuments, the ttal number f nn-native dcuments, and the ttal file size f dcuments that aren't yet part f an Analytics index. Relativity Admin Guide - 245

246 This script estimates the billable size fr bth indexed Analytics peratins and structured data analytics peratins Supprted versins This script is supprted in Relativity versins 6.10 and higher Special cnsideratins This script must be run frm a wrkspace. Dcuments already included in an Analytics index are nt reprted n during the executin f this script Inputs 1. Create a saved search that returns the dcuments yu wuld like t index. N special fields are required. 2. Navigate t the Scripts tab. 3. Select the Relativity Analytics Billing Estimate script. If the script is nt present in the wrkspace's script tab, yu must add it. 4. Click Run. 5. Select the saved search created in step Click Run Results The fllwing fields are returned: Dcument Ttal Dcuments with Natives Dcuments withut Natives Ttal Billable Size in GB 29.2 Billing statistics - case rllup The Billing Statistics - Case Rllup script is a billing script that reprts n all users wh had access t the case at any time during the mnth. This script can be run at any time in Admin mde Supprted versins This script is supprted in Relativity versin 5.02 and abve Inputs After clicking Run n the Script cnsle, enter values fr the fllwing fields: Usage Perid Year (YYYY)- the year yu wish t reprt n. Usage Perid Mnth (MM) - the mnth yu wish t reprt n. Replace Case Name With Artifact ID - determines whether the name f the case is replaced by the case artifact ID in the reprt results. Relativity Admin Guide - 246

247 Results After yu run the script, the Billing Statistics Case Rllup reprt is displayed fr the specified mnth and year. View the included clumns: Clumn Definitin Case Artifact ID Unique artifact ID assciated t a wrkspace in the envirnment Year & Mnth The year and mnth f the reprted data Usage ID The usage ID given t the wrkspace. This is a unique identifier which cmbines instance, wrkspace artifact ID, year, and mnth. Case ID Unique identifier fr the wrkspace acrss all envirnments which cmbines Instance and wrkspace artifact ID Instance Unique identifier fr the envirnment Relativity Case The name given t the wrkspace in Relativity Name Name The instance name and the wrkspace name; if the wrkspace name is bfuscated, it is replaced by the wrkspace identifier Accunt The instance name Status Clumn currently nt used Client Status The current status f the client. This value is autmatically inserted by the system based n a setting in the database. Peak Status The peak status f any wrkspace in the envirnment. If any wrkspace was active during the reprted mnth, the status is Active; therwise, it is Inactive. File Cunt The peak cunt f the ttal number f files in the wrkspace File Size The peak ttal file size f files in the wrkspace in GB LDF Size The peak database lg data file (LDF) size f the wrkspace in GB MDF Size The peak database master data file (MDF) size f the wrkspace in GB SQL FT Size CA Native Size CA Nn Native Dcuments Nte: If yur MDF is split int multiple NDFs, the sum f all NDF sizes is returned. This field is n lnger used. N data is returned. Size f all Native dcuments indexed with Cntent Analyst fr first time, during the reprted mnth Number f Nn Native dcuments that were indexed with Cntent Analyst fr first time, during the reprted mnth CA Native Dcuments the reprted Number f Native dcuments that were indexed with Cntent Analyst fr first time, during mnth CA Ttal Dcuments DtSearch Index Size Edit Cunt Ttal number f all dcuments run thrugh a Cntent Analyst Index fr the first time, during the reprted mnth Clumn currently nt used The number f times an edited actin has been perfrmed thrughut the wrkspace Relativity Admin Guide - 247

248 Clumn View Cunt Create Cunt Delete Cunt Dcument Cunt Activity Status Time Executed Definitin The number f times a view actin has been perfrmed thrughut the wrkspace The number f times a create actin has been perfrmed in the wrkspace The number f times a delete actin has been perfrmed in the wrkspace The ttal dcument cunt in the wrkspace If the View Audit cunt is greater than 0, the status is Active, therwise it is Inactive Date n which the reprt was generated 29.3 Billing statistics - users This script is a billing script that reprts n all users wh had their Relativity access enabled during a specific mnth. This script can be run at any time in Admin mde Supprted versins This script is supprted in Relativity versin 5.09 and abve Inputs After clicking Run n the Script cnsle, enter values fr the fllwing inputs: Usage Perid Year (YYYY) is the year yu wish t reprt n. Usage Perid Mnth (MM) is the mnth yu wish t reprt n. Replace User Name With Hash Value determines whether the user name prtins f user addresses are replaced by a hash value. Hide Case Names determines whether the case names are hidden in the reprt. Relativity Admin Guide - 248

249 Results After yu run the script, the Billing Statistics - Users reprt displays. Clumn Case Name Case Artifact ID Usage ID Case User ID User Artifact ID Relativity Case User Name Original Address Flag Is System Admin Lgged In This Mnth Last Lgin Replace User Name With Hash Time Executed Definitin The name given t the wrkspace in Relativity. The unique Artifact ID assciated t the wrkspace specific t that envirnment. The usage ID given t the wrkspace. This is a unique wrkspace and mnth identifier which cmbines Instance, Case Artifact ID, Year, and Mnth. The unique identifier fr that wrkspace, user, and mnth which cmbines Usage ID and User Artifact ID. The unique Artifact ID assciated t the user. The user's name as entered in the Relativity wrkspace. The riginal address f the user if changed during the mnth. Indicates whether the user assciated with that accunt, changed during the mnth. Indicates whether the user is assciated t the System Admin grup. If a user lgs in t Relativity this mnth, a 1 appears in this clumn. If a user desn't lg in this mnth a 0 appears. Date n which the user last lgged int the system. Indicates whether the user name prtins f user addresses are replaced by a hash value. Date n which the reprt was generated Create sample set This script is used t randmly sample dcuments frm a saved search t create a sample set. This is a case functinality script t be run at the case level. This script shuld nt be run at the system level Supprted versins This script is supprted in Relativity versins 5.09 and abve Special cnsideratins Cnsider the fllwing when running this script: When the script runs, the selected Yes/N field is set t NULL if that field was ppulated with a value at the time f running. The universe size is the number f dcuments in the saved search selected in the Sample Universe input. If a value is entered in the Sample Size Percent input, a randm selectin f that percentage f dcuments frm the Sample Universe are designated as sample set dcuments. Dcuments are designated as sample set dcuments with Yes in the new Yes/N chice field that was selected in the Relativity Admin Guide - 249

250 Sample Indicatr input. Fr example, if yu have a sample universe f 1000 dcuments and yu enter a Sample Size Percent f 30 (r 30%), 300 dcuments in the Sample Universe is designated as Yes in the Yes/N chice field. Sample Set = Sample Universe * Sample Size Percent (in decimal frm) Sample Set = 1000 *.3 = 300 dcuments If yu enter a value in the Sample Size input, a randm selectin f that number f dcuments frm the Sample Universe are designated as sample set dcuments. Dcuments are designated as sample set dcuments with Yes in the new Yes/N field that was selected in the Sample Indicatr input. Fr example, if yu have a sample universe f 1000 dcuments, and yu enter 250 as the Sample Size, 250 dcuments in the Sample Universe are designated as Yes in the Yes/N chice field Inputs Befre running this script, yu must create a Yes/N field t select as the Sample Indicatr when running the script. This field is used t designate randmly selected dcuments t be in the sample set. Cmplete the fllwing inputs: Sample Universe - select a Saved Search frm the drp-dwn list. Sample Indicatr - select the newly created Yes/N field. Sample Size Percent - enter a value fr the Sample Size Percent if yu wish t calculate the sample size as a percentage f the entire universe. The percentage shuld be entered as a whle number f 2 digits r fewer. Fr example, 10 represents 10%. Yu can enter a value fr either the Sample Size Percent r the Sample Size field but nt bth. If yu attempt t run the script with values fr bth a warning will appear. Sample Size -enter a value fr the Sample Size input if yu wish t calculate the sample size as a number f dcuments in the entire universe. The sample size shuld be entered as a whle number smaller than the size f the entire universe. Yu can enter a value fr either the Sample Size Percent r the Relativity Admin Guide - 250

251 Sample Size field but nt bth. If yu attempt t run the script with values fr bth a warning will appear Results The utput f the script displays the number f dcuments in the Sample Universe as well as the number f dcuments designated as Yes in the Sample Set dtsearch index aut incremental build This Relativity script runs a dtsearch incremental build n all dtsearch indexes in yur envirnment. This is a system functinality script t be run ver a Relativity envirnment Supprted versins This script is supprted in Relativity versin 5.08 and abve Special cnsideratins Cnsider the fllwing when running this script: This script can't be undne. The script may run fr sme time withut reprting any prgress. The script wn't incrementally build any dtsearch index that has an invalid search specified as its Searchable Set. This includes a private search r a search assciated with a deactivated search prvider. The dtsearchindexjb table n the EDDS database is ppulated with the dtsearch jbs fr the dtsearch agent t run Results The dtsearch Indexes f all cases are incrementally built. There is n returned utput fr this script Frgtten passwrd reset audit This Relativity script prvides audit recrds fr user passwrd reset requests generated using the Frgt yur passwrd? link n the lgin screen Supprted versins This script is supprted by Relativity 7.5 and abve Inputs After clicking Run n the Script Cnsle, enter values fr the fllwing inputs: Start Date - the starting date fr the reprt. End Date - the ending date fr the reprt. Display Audit Recrds determines which passwrd reset requests the reprt includes. Yur ptins are: Relativity Admin Guide - 251

252 All requests Valid user requests Invalid user requests Failed requests Maximum Number Of Results determines the maximum number f results that are included in the reprt. The default value is 1, Results When yu select yur inputs and click Run, the Results sectin displays the selected passwrd reset requests fr the date range yu've specified. The fllwing clumns are included in the reprt: Clumn Actin Details DateTime FirstName LastName UserArtifactId Address IPAddress Descriptin The actin taken by the user wh submitted the passwrd reset request. Results f the actin r details abut why the actin was unsuccessful. The date and time the passwrd reset request was submitted. The first name f the user assciated with the submitted address. The last name f the user assciated with the submitted address. The artifact ID f the user assciated with the submitted address. The address submitted during the passwrd reset request. The IP address the request came frm Get index fragmentatin levels This Relativity script gathers current index fragmentatin levels fr a case n indexes with mre than 10 percent fragmentatin and abve 50 page cunt. If all indexes in a case have less than 10% fragmentatin and under 50 pages, they are nt reprted n. This is a case functinality script t be run at a case level, but it can be run in Admin mde Supprted versins This script is supprted in all versins f Relativity Special cnsideratins Cnsider the fllwing when running this script: This script can't be undne. The script may run fr sme time withut reprting any prgress. The system impact increases SQL disk queue length as it gathers current fragmentatin levels. The script can be run any time fr cases with fewer than 250k recrds; hwever it is best run after hurs fr larger cases Inputs N inputs are required. Relativity Admin Guide - 252

253 Results After yu run the script, the Get Index Fragmentatin Levels results display. The fllwing clumns are included: Clumn Database ID Table Name Index Name Fragmentatin Level Page Cunt Index ID Object ID Partitin Number Definitin Database ID f the wrkspace. The name f the table. The name f the index. The amunt f fragmentatin fund in the index. The number f pages in the index. The ID reference f the index. 0 = Heap The ID reference f the bject, table, r view that the index is n. The based partitin number within the parent bject; a table, view, r index. 1 = nn-partitined index r Heap Glbally administer keybard shrtcuts The Relativity script fr glbally administering keybard shrtcuts frces the assignment f a keybard shrtcut fr a specific system functin acrss all wrkspaces. The scrip verwrites existing keybard shrtcuts currently assigned t ther system functins, fields, r chices. After the script runs, the updated keybard shrtcut is available fr use in the Cre Reviewer Interface. Fr mre infrmatin abut these shrtcuts, see the Admin Guide Supprted versins This script is supprted in Relativity versin 7.0 and abve Categry System Functinality Relativity Admin Guide - 253

254 Special cnsideratins This script verwrites an existing keybard shrtcut cmbinatin assigned t a system functin, field, r chice acrss all Relativity wrkspaces. Yu may want t review yur current review wrkflws t determine hw they are affected by mdificatins t the shrtcut cmbinatins Inputs Use the fllwing steps t run the script Glbally Administer Keybard Shrtcuts: 1. In Admin mde, select the Relativity Script Library tab. 2. Use the Name clumn t filter n the script Glbally Administer Keybard Shrtcuts. 3. Click n the script name t display details page. 4. Click Run t display a pp-up fr cnfiguring a shrtcut key. 5. Select ptins in the fllwing bxes: Shift, Alt, and Ctrl list the ptins On r Off fr enabling r disabling these keys. Yu must select a value fr each f these ptins. Key lists alphanumeric values frm 0-9, and A-Z. It als lists ptins fr the keys: End, Hme, Space, Return, Dwn Arrw, Up Arrw, Left Arrw, Right Arrw, Page Dwn, and Page Up. System Actin lists the system keybard shrtcuts used in the Cre Reviewer Interface, and Keybard Shrtcut Legend. Fr mre infrmatin abut these shrtcuts, see the Admin Guide. Relativity Admin Guide - 254

255 6. Click Preview t view the script that runs acrss the wrkspaces. 7. Click Run t display a cnfirmatin message. 8. Click OK t display the results f the update. Nte: If yu later want t mdify this keybard shrtcut, yu need t rerun the script with the new settings. Yu cannt rllback the changes Results In the Results sectin, yu can review the list f wrkspaces updated with the new keybard shrtcut cmbinatin. A list f parameters used by the script t perfrm the update appears. In this example, the keybard shrtcut fr Cancel was updated t Shift +Ctrl + M. T dwnlad a list f wrkspaces with the updated shrtcut, click the G buttn next t the Exprt t File ptin Mving Analytics indexes and structured analytics sets This page utlines the ptins available fr managing the lcatin f Analytics indexes and structured analytics sets. The first sectin cvers the prcess f mving the indexes and sets t a new lcatin. The Relativity Admin Guide - 255

256 secnd sectin cvers the prcess f mving the Relativity Analytics server Mving the lcatin f Analytics indexes and structured analytics sets The steps belw assist with Analytics index and structured analytics set mves, where the Analytics installatin remains n its riginal server. Please nte that there can nly be ne index and structured analytics set lcatin per Relativity Analytics server. Indexes and structured analytics sets must use the same lcatin. Mving the Analytics lcatin requires yu t stp the CAAT service, which causes an utage f all Analytics functinality in Relativity. N ther functins in Relativity are affected, ther than Analytics features such as clustering, categrizatin, index creatin, etc. Fr this reasn, kcura recmmends that yu perfrm the mve during ff-hurs Mving the indexes and sets 1. Lg in t yur Relativity Analytics server. 2. In the new lcatin, create a new flder structure. See the fllwing example: [drive]:\caat 3. If yu are placing the indexes and sets n a share lcatin, ensure that the Relativity Service Accunt has Full Cntrl f the share 4. Stp the CAAT service n the Relativity Analytics Server. 5. Cpy the indexes and sets frm the riginal lcatin t the new lcatin. All flders within each index flder must be cpied, even if they are empty. The CAAT sftware needs this flder structure in rder t access the index r set. Be sure t cpy all indexes and structured analytics sets t the same flder lcatin. The riginal lcatin fr Analytics indexes is nrmally [installed drive]:\caat\indexes. The riginal lcatin fr structured analytics sets is nrmally [installed drive]:\caat\staging. 6. Next, update the fllwing file in rder t pint t the new index lcatin: [Installed Drive]:\CAAT\etc\itemstre.prperties 7. Open the itemstre.prperties file using a text editr. This file cntains instructins, and each line begins with a pund (#) symbl. The pund symbl indicates a cmmented ut line. Nte: Be sure t turn ff Wrd Wrap in yur text editr. Yu must uncmment and edit the fllwing line, fllwing the examples belw: # device-default= Example 1: Drive Letter In rder t mve the indexes t a new share using a drive letter, remve the # symbl frm this line and update, as fllws: device-default=f:/caat/indexes Frward slashes (/) MUST be used in rder fr the CAAT applicatin t recgnize the new lcatin. Ensure that the flder names dn't cntain spaces, which may cause issues with the CAAT applicatin. Make sure that there is n space after the index directry either. Example 2: UNC Path In rder t mve the indexes t a new share using a UNC path, remve the # symbl frm this line and update, as fllws: device-default=//servername/caat/indexes Relativity Admin Guide - 256

257 Frward slashes (/) MUST be used in rder fr the CAAT applicatin t recgnize the new lcatin. Als ensure that the flder names d nt cntain spaces, which may cause issues with the CAAT applicatin. 8. Save changes t this file. 9. Start the CAAT service Verify the new share Next, verify that the new share is wrking prperly. 1. Lgin t Relativity t verify yu are able t query against the current indexes. 2. Create a small Analytics index in ne f the dem wrkspaces, such as Salt vs. Pepper. 3. Once cmplete, cnfirm the new index resides in the new index lcatin Migrating the Analytics server If yu need t migrate the Analytics server t a new server, use these instructins. Fr this prcedure, yu need t mve the CAAT installatin as well as the indexes and structured analytics sets. This requires dwntime f all Analytics indexes n the riginal server. This desn't impact any functinality in Relativity ther than Analytics functins. Hwever, if yur indexes and structured analytics sets live n an external share where they will remain, this prcedure can be cmpleted with minimal dwntime. The necessary files t install CAAT can be fund n the Custmer Prtal. Be sure t use the crrect CAAT versin fr yur installatin f Relativity Install CAAT First, install CAAT n the new Relativity Analytics server. Be sure that yu are lgged in as a lcal administratr n the server. See Upgrading/installing Cntent Analyst in the Upgrade Guide n the Relativity 8.0 Dcumentatin site Disable the ld Analytics installatin Nw that Relativity Analytics is installed n the new server, disable the current CAAT installatin n the ld Analytics server. 1. Open Services and stp the Cntent Analyst CAAT service n the ld Analytics server. 2. Open Task Manager, check Shw Prcesses frm all users, and verify that java.exe is n lnger listed under the Prcesses tab. a. If it appears, right-click and select End Prcess Tree. 3. Navigate t the fllwing lcatin: [Installed Drive]:\CAAT\bin. 4. Run the unregisterwinservice cmmand t uninstall the applicatin frm the server Cpy ver the indexes Next, cpy the indexes and staging flders frm the ld server t the new server. 1. If yur indexes and sets were stred lcally in the [Installed Drive]:\CAAT\indexes and [Installed Drive]:\CAAT\staging flders, simply cpy these flders and paste them int [Installed Drive]:\CAAT\ n the new server. 2. If yur indexes and sets were stred in anther path, yu may cpy this directry t the desired lcatin n the new server. a. Be sure t update the itemstre.prperties file t reflect this lcatin. See Mving the indexes and sets n the previus page fr instructins t update the itemstre.prperties file. Relativity Admin Guide - 257

258 Nw that the indexes and structured analytics sets are in place, start the applicatin. 1. On the new Analytics server, pen Services, select the Cntent Analyst CAAT service, right-click, and select Start Add the Analytics server t Relativity Relativity Analytics is nw cnfigured n the new server. Yu nw need t add this server t Relativity. See Adding Analytics r prcessing server in the Admin Guide. After adding the new server t Relativity, run the Analytics Mve script using the fllwing steps: 1. Click the Relativity Script Library tab in Admin mde. 2. Click New Relativity Script. 3. Select and cpy the cntents f the Analytics Mve v8 script file. Paste the script text int the Script Bdy field, verwriting the default script bdy text. 4. Click Save. 5. Click Run Script. 6. Select the inputs fr the ld and new Analytics servers Verify the migratin Next, verify that the new installatin is wrking prperly. 1. Lgin t Relativity t verify yu are able t query against the current indexes. 2. Create a small Analytics index in ne f the dem wrkspaces, such as Salt vs. Pepper. 3. Once cmplete, cnfirm the new index resides in the new index lcatin. 4. Delete the ld Analytics server frm the Servers tab. 5. Delete the CAAT installatin flder frm the ld server Mving dtsearch indexes This page utlines the steps fr mving dtsearch indexes frm their current lcatin t a new lcatin Requirements In rder t perfrm this task, yu need access t a SQL server where Prcur is installed and a Relativity Script Administratr accunt within Relativity. Befre yu begin, verify the size f the existing dtsearch indexes and cnfirm that the new lcatin has adequate disk space t huse this and any new indexes which may be created Special cnsideratins Mving indexes is a reasnably safe prcedure. Hwever, prblems can arise if Relativity attempts t access the indexes during the mve. Accrdingly, ensure: N new indexes are created during the mve. Existing indexes are nt incrementally built during the mve. We recmmend that yu perfrm the mve during ff hurs r a dwn perid t minimize any ptential issues. Relativity Admin Guide - 258

259 Mving dtsearch indexes In rder t successfully mve the dtsearch indexes the fllwing steps must be cmpleted Pre-mve First, prepare the new lcatin. 1. Create a new shared flder. 2. Grant the Relativity Service Accunt full rights t the new flder. 3. Verify that the share is accessible frm the Relativity Web Server and the Agent server. 4. Add the new index share as a chice fr the dtsearch Index Share Lcatin field via the Chices tab in Admin mde f Relativity. 5. Add the share t the apprpriate Resurce Pls in Admin mde t make it available fr use Mving the indexes Once the new lcatin is prepared, yu can mve the dtsearch indexes. 1. Cpy ver the indexes t the new lcatin. 2. Open Prcur n any RelativitySQL Server where it's installed and click Select All t select all f the wrkspace databases, unless yu are nly planning t mve indexes fr certain wrkspaces. 3. Select the Execute Custm SQL buttn and cpy the cntents f the dtsearch Mve v8.0.sql script int the Execute Custm SQL windw. 4. Be sure t fllw the instructins nted in the script, updating the apprpriate lines t specify the ld and new index share lcatins and the IndexShareCdeArtifactIDs. a. This will nly update indexes at the specified ld lcatin t the specified new lcatin. Any ther lcatins must be updated separately. b. T find the IndexShareCdeArtifactID f the ld and new index shares, yu can run the fllwing query against the EDDS database and reference the ArtifactID clumn in the results fr the crrespnding lcatins: SELECT * FROM [EDDS].[eddsdb].[Cde] WHERE CdeTypeID = 8 5. Leave the Include EDDS Database checkbx unchecked and click the Execute buttn. This script updates the apprpriate tables in the SQL database fr each wrkspace t reference the new lcatin f the dtsearch indexes. 6. Change the default lcatin fr the dtsearch indexes t match the new lcatin: a. In the EDDS.eddsdb.Cnfiguratin table, find the entry which stres the dtsearch default lcatin: dtsearchdefaultindexshare b. Update the value with the new index share lcatin. Fr example: \\kcura-training\dtsearch\ Verifying the mve The final step is t cnfirm the mve was successful. 1. Lgin t Relativity and select a wrkspace that has a dtsearch index. 2. Click n the Search Indexes tab, and select the existing dtsearch index. 3. Ensure that the dtsearch index references the new lcatin. 4. Create a new dtsearch index and cnfirm it ppulates with the new index lcatin. 5. Navigate t the Dcuments tab. 6. Select a dtsearch index frm the Search drp-dwn. 7. Run a dtsearch query t verify the success f the mve. Relativity Admin Guide - 259

260 29.11 Ppulate threading visualizatin field This Relativity wrkspace script ppulates an HTML-enabled lng text field with visualizatin fr threading Supprted versins This script is supprted in Relativity versins 7.0 and higher Special cnsideratins If this script is being used t ppulate the Display Field n an Indented List view, ensure that the data in the Grup Definitin field and Indentatin Definitin field f the indented list is the same fr an and its assciated attachments. If nt, attachments wn't display crrectly. The risks utlined belw must be cnsidered when running this script: The results f running this script cannt be undne. The script may run fr sme time withut reprting any prgress. D nt execute this script during nrmal business hurs, run this script after hurs t avid ptential perfrmance issues within the database. The script has the ptential t run fr hurs n large databases (ver 5 millin recrds) Script lgic s - Dcuments with their Identifier Field set t Yes: Icn is determined as fllws: If the riginal file name f the dcument starts with RE: then the icn is the reply icn If the riginal file name f the dcument starts with FW: then the icn is the frward icn If riginal file name f the dcument des nt start with either RE: r FW: then the icn is the icn Clicking n the icn results in the same behavir as clicking n the file icn in a dcument list view The address is determined by the field selected in the Authr Field input when the script is executed The subject is determined by the field selected in the Subject Field input when the script is executed The attachment paperclip icn is displayed fr the parent f the thread when the family cntains at least 2 dcuments. The parent dcument is the dcument in the family identified by the Identifier Field. If the Authr field is nt set, the Visualizatin field reads [NO AUTHOR] If the Subject field is nt set, the subject reads [NO SUBJECT] Attachments - Dcuments with their Identifier Field set t N r Null: Fr files which are nt s, the Visualizatin field is nly ppulated when the parent dcument in the relatinal grup is an Relativity Admin Guide - 260

261 The icn displayed is determined by existing dcument metadata Clicking n the icn results in the same behavir as clicking n the file icn in a dcument list view The dcument s riginal file name is displayed (based n the Attachment Name Field input) Nte: If the Authr, Subject, r Attachment Name value is ver 50 characters, the first 50 characters is displayed with an ellipsis fllwing Inputs 1. Create a new field in yur Relativity wrkspace with the fllwing settings: Object Type: Dcument Name: Visualizatin (r smething similar) Field Type: Lng Text Allw HTML: Yes 2. Cmplete the script inputs with the fllwing settings: Display Field: The lng-text HTML enabled field which is ppulated with the Visualizatin HTML (created in Step 1) Authr Field: A lng text r fixed length text field that cntains the authr s address Subject Field: A lng text r fixed length text field that cntains the subject Identifier Field: A Yes/N field that identifies if the dcument is an (Yes), an attachment (N), r a nn- related dcument (N) Attachment Name Field: A lng text r fixed length text field that cntains the file name f attachments Grup Identifier Field: Any fixed length relatinal field Upn successful executin f the script, yu shuld see a result cntaining start and end time, the number f s prcessed, the number f attachments prcessed, and ttal recrds prcessed. 3. Click Run Script. Nte: This script has the ptential t run fr hurs n large databases (ver 5 millin recrds) Results The fllwing is an example f an displayed with attachments: Relativity Admin Guide - 261

262 29.12 Prpagate sent date t family dcuments This Relativity script sets all families dcuments t the same sent date as their parent dcuments in a case. This allws fr chrnlgical srting within all dcuments. This is a case functinality script t be run at a case level Supprted versins This script is supprted in Relativity Versin 5.08 and abve Special cnsideratins Cnsider the fllwing when running this script. This script cannt be undne. The script may run fr sme time withut reprting any prgress. This script updates the Dcument table Inputs Befre running the script, cmplete the fllwing inputs: Date Field - Original - the date field that is read. Date Field Srt - the date field that date is written t. Family Identifier - the relatinal field used t identify which dcuments are gruped tgether. Date Prpagated - a Yes/N field that indicates which dcuments the script updates, als letting the user knw where data is changed. Dcument Srt Field - instead f using ArtifactID t rder dcuments in each family, use this input t select yur chice field in which t rder dcuments by. This accunts fr sme dcument families where the lwest ArtifactID isn't the parent Results Once this script is run, the Sent Date field will be updated s all family dcuments in a case have the same value as their parent dcument. The parent must be the recrd with the lwest ArtifactID. Nte: This script ignres recrds where the Date Prpagatin field is set t Yes. As a result, this script will nly affect dcuments where this field is empty r set t N Relativity SMTP cnfiguratin script Relativity SMTP Cnfiguratin script updates the fllwing values in the Relativity cnfiguratin table: Frm, T, SMTP Server, SMTP Prt, SMTP Username, and SMTP Passwrd. It als prvides the ptin t encrypt the SMTP Passwrd Supprted versins This script is supprted in Relativity versin 6.10 and abve. Relativity Admin Guide - 262

263 Inputs Nte: If yu want t mdify the value f a field, yu must select Yes in the update questin bx. The script wn't update the Cnfiguratin table when the update questin bx is set t N. Frm specifies the address ppulated in the Frm field when Relativity sends ntificatins. The address must be valid. aliases can be entered in this frmat: Alias Name <username@example.cm> T specifies the address ppulated in the T field when Relativity sends ntificatins. The address must be valid. SMTP Server is the server used t send ntificatins SMTP Prt indicates the prt used fr SMTP transactins.the prt number is based n the setup f the SMTP server in yur envirnment. It must be an integer value. SMTP Username is assciated with the credentials f the SMTP server. It is validated against the SMTP authenticatin. The SMTP Username must be assciated with the same accunt as defined in Frm. SMTP Passwrd is a passwrd fr the username assciated with the credentials f the SMTP server. This passwrd is validated against the SMTP authenticatin. Encrypt Passwrd indicates that Relativity encdes the SMTP Passwrd befre string it in the Cnfiguratin table Results In the Results sectin, yu can review the riginal and new value assigned t each cnfiguratin ptin that yu updated. A brief descriptin f each value is als prvided. Relativity Admin Guide - 263

264 29.14 Reviewer statistics The Relativity Reviewer Statistics scripts reprt n the efficiency f reviewers ver the specified date range. The returned statistics prvide a cunt f hw many dcuments were reviewed ver a certain perid f time. Yu can use the fllwing scripts t generate this infrmatin: Reviewer Statistics V4 - use this script t generate a reprt that lists the system administratrs. Reviewer Statistics V4 - Nn System Administratrs - use this script t generate a reprt that des nt include system administratrs. Nte: The Relativity Script Library als cntains a script called Reviewer Statistics - Nn System Administratrs. This script is similar t Reviewer Statistics, but it excludes system administratrs frm its reprt Supprted versins This script is supprted in Relativity versin 6.6 and abve. Relativity Admin Guide - 264

265 Special cnsideratins This script can be run at any time n a case level. Yu need t run the Reviewer Statistics V4 - Setup script n a wrkspace befre running either the Reviewer Statistics V4 r the Reviewer Statistics V4 - Nn System Administratrs scripts Inputs Enter the Start Date and End Date yu wish t reprt n. Set the Include Additinal Actin field t add statistics fr Mass Edits and Prpagatin Results Once yu run this script, the Reviewer Statistics reprt displays. Nte: By default, the fllwing clumns are nt included in the utput. T include these clumns, in the Include Additinal Actin drp-dwn, select Mass Edits and Prpagatin. Prpagatins Distinct Prpagatins Prpagatins Per Hur Prpagatins Per Day Distinct Prpagatins Per Hur Distinct Prpagatins Per Day View the included results clumns: Clumn Full Name Ttal Usage Time Views Distinct Views Definitin The reviewer s full name. The ttal usage time is calculated as the difference between the time the user first views r edits any dcument in the wrkspace and the time the user last views r edits any dcument in the wrkspace per sessin. A sessin is anytime the user has lgged in t Relativity. All sessins fr the selected date range are then ttaled per user. The ttal number f dcuments a reviewer lked at ver the reprted perid. The number f unique dcuments a reviewer lked at ver the reprted perid. Relativity Admin Guide - 265

266 Clumn Definitin Edits The ttal number f editing/cding decisins made ver the reprted perid. Distinct Edits The number f unique dcument editing/cding decisins made ver the reprted perid. Edits Per The number f edits per hur based n the reviewer s ttal usage time. Hur Edits Per Day The number f edits perfrmed per day ver the perid reprted n. Distinct Edits The number f distinct edits per hur based n the reviewer s ttal usage time. Per Hur Distinct Edits The number f unique edits perfrmed per day ver the perid reprted n. Per Day Mass Edits The ttal number f dcument edits using the Mass Edit actin. Distinct Mass The ttal number f unique dcument edits using the Mass Edit actin. Edits Mass Edits The number f Mass Edits per hur based n the reviewer's ttal usage time. Per Hur Mass Edits The number f Mass Edits per day ver the perid reprted n. Per Day Distinct Mass The number f distinct Mass Edits per hur based n the reviewer's ttal usage time. Edits Per Hur Distinct Mass The number f distinct Mass Edits per day ver the perid reprted n. Edits Per Day Prpagatins The ttal number f dcuments that were updated via prpagatin. Distinct The ttal number f unique dcuments that were updated via prpagatin. Prpagatins Prpagatins The number f prpagatins applied per hur based n the reviewer's ttal usage time. Per Hur Prpagatins The number f prpagatins applied per day based n the perid reprted n. Per Day Distinct Prpagatins Per Hur Distinct Prpagatins Per Day The number f unique dcuments that had prpagatins applied per hur based n the reviewer's ttal usage time. The number f unique dcuments that had prpagatins applied per day based n the perid reprted n Set duplicate flag field This Relativity script identifies and sets a Yes/N field n all case dcuments t indicate them as duplicate r master. This is a case functinality script t be run at a case level. Relativity Admin Guide - 266

267 Special cnsideratins Cnsider the fllwing when running this script: This script cannt be undne. The script may run fr sme time withut reprting any prgress. The script skips any dcuments which already have their duplicate flag field already set t Yes. (It updates nly dcuments n which this field isn't set.) Inputs Nte: Befre running this script, yu must create a Yes/N field t act as the Duplicate Indicatr. Duplicate Indicatr - the Yes/N field that determines whether dcuments are duplicates. Relatinal Field - the field that shws dcument relatinship (such as MD5 Hash) Results When yu run this script, all dcuments that are duplicates are marked Yes and all dcuments that are master are marked N Set extracted text size field This Relativity script stres a dcument's extracted text data length (in Kilbytes) in a decimal field; used fr dcuments in a case where the field s value is empty. This is a case functinality script t be run at a case level Supprted versins This script is supprted in Relativity versin 5.06 and abve. Relativity Admin Guide - 267

268 Special cnsideratins Cnsider the fllwing when running this script: This script cannt be undne. The script may run fr sme time withut reprting any prgress. This script updates the Dcument table Inputs Befre running the script, create a decimal field t stre the extracted text data length Results When run, this script updates the Extracted Text Data Length field with the length f the extracted text fr any dcument in the case where the field s value was empty Set native file size field v4 This Relativity script stres the native file size (in Kilbytes), fr each case dcument in a decimal field; used where the field s value is empty. This is a case functinality script t be run at a case level Supprted versins This script is supprted in Relativity versin 5.06 and abve Special cnsideratins Cnsider the fllwing when running this script: This script cannt be undne. The script may run fr sme time withut reprting any prgress. This script updates the Dcument table Inputs Befre running the script, create a decimal field t stre the native file size Results Once run, this script updates the Native File Size field with the native file size fr any dcument in the case where the field s value was empty Set prductin beg/end attach fields This script ppulates the prductin beginning and end attachment range fields fr each dcument included in a prductin. This is a case functinality script t be run at a case level. Relativity Admin Guide - 268

269 Supprted versins This script is supprted in Relativity versin 5.06 and abve Special cnsideratins The risks utlined belw must be cnsidered when running this script: This script can't be undne. The script may run fr sme time withut reprting any prgress. This script utilizes the Family Identifier field, which must be present and valid. This script updates the Dcument table Inputs Befre running the script, perfrm the fllwing tasks: Run a prductin Create a Fixed Length Text field t stre the BegAttach value Create a Fixed Length Text field t stre the EndAttach value Results Once run, this script updates: The BegAttach field with the beginning bates f the family grup The EndAttach field with the end bates f the family grup Set Relativity flder path field This Relativity case script stres the current Relativity flder path f each dcument in a lng text field. This allws yu t see the full path structure f a flder fr example, Custdian / J Smith / Inbx. This script ppulates the new lng text field with the current case flder structure. This is a case functinality script t be run at a case level Supprted versins This script is supprted in Relativity versin 5.06 and abve Special cnsideratins The risks utlined belw must be cnsidered when running this script: This script cannt be undne. The script may run fr sme time withut reprting any prgress. This script updates the Dcument table. If, at any time, a flder is renamed r a dcument is mved, the flder path value is inaccurate. Relativity Admin Guide - 269

270 Inputs Befre running the script, create a lng text field t stre the flder path Results Once the script has run, it reprts n each distinct flder path in the case, returning the number f dcuments per path, and the executin time f the script. It als updates the Flder Path field with the Relativity flder path f that dcument. A table with the fllwing is returned: Clumn Timestamp Message DcCunt Definitin An indicatin f when the step r path finished prcessing. The name f a distinct Relativity flder path r an executin step in the script. The cunt f dcuments fr a flder path r, if -1, the executin step f the script Switch security grup This Relativity script allws a user t imprt users frm a substitute grup nt assigned t a case nt a template grup already added t an existing case. The template grup has security settings cnfigured that are applied t the substitute grup after running this script. This is a case functinality script t be run at the case level. This script shuld nt be run n the system level Supprt versins This script is supprted in Relativity versins 5.09 and abve Special cnsideratins The risks utlined belw must be cnsidered when running this script: This script cannt be undne. This script may run fr sme time withut reprting any prgress. The system impact increases SQL disk queue length as it gathers current fragmentatin levels. This script can be run any time fr cases with less than 250k recrds; hwever, it is best run after nrmal business hurs fr larger cases Inputs Template Grup The grup n the case with desired security settings cnfigured Grup name and user infrmatin are replaced by the name and users in the substitute grup when the script is run Substitute Grup The grup that is switched with the template grup The substitute grup shuld nt currently be n the case This grup replaces the template grup when the script is run Relativity Admin Guide - 270

271 Results After yu run the script, the Name and user infrmatin f the template grup is replaced with the substitute grup s name and user infrmatin. The substitute grup then has all f the security settings applied that were cnfigured n the template grup. Any persnal grups fr users that were part f the generic template grup, but which are nt part f the substitute grup are remved frm the case, and thse persnal items are made public. If the script is successful, the text The grups have been switched appears in the utput Upgrade legacy applicatins This Relativity script perfrms an upgrade f versin 6.8 Relativity Applicatins and earlier. It can als be used t upgrade a 6.9 r 6.10 applicatin if it was exprted with the ADS Utility Supprted versins This script is supprted in Relativity versins 7.0 and abve Inputs Chse an applicatin frm the Applicatin field. Only applicatins frm Relativity 6.8 r earlier and 6.9 r 6.10 applicatins that were exprted with the ADS utility are available in this drp dwn Results Once this script is run, a Cmpleted message appears. After running, this script the applicatin is available in the Relativity Applicatins tab. This allws yu t exprt the applicatin and imprt/upgrade the applicatin using the Relativity Desktp Applicatin. Relativity Admin Guide - 271

272 30 Resurce pls A resurce pl is a set f servers and file repsitries that yu can assciate with a wrkspace. Resurce pls can be used t grup resurces based n litigatin matter, lcatin, r ther categries. Fr example, yu culd create resurce pls fr the West Cast and East Cast t manage resurces specific t these regins. Use the fllwing guidelines when assciating resurce pls with wrkspaces: Yu can assciate a wrkspace with nly ne resurce pl. Only resurce pls that have at least ne file repsitry and SQL server are available n the Wrkspace Details page. When yu create a wrkspace, the Database Lcatin field lists nly SQL servers assciated with the selected resurce pl. After yu create a wrkspace, yu can't change the SQL server that appears in this field. Yu can change the resurce pl n a wrkspace, but yu can nly change it t a resurce pl that cntains the SQL server selected as the Database Lcatin Creating a resurce pl T create a new resurce pl: 1. In Admin mde, select the Resurce Pls tab. 2. Click New Resurce Pl. 3. Enter infrmatin in the fllwing fields: Name - the user-friendly name fr the resurce pl that indicates it purpse. It can't exceed 50 characters Keywrds - key wrds that yu can use t filter n the resurce pl in a view and fr ther identificatin purpses Ntes - any additinal cmments abut the resurce pl 4. Click Save. The Resurce Pl Details page appears Adding resurces t a pl After yu create a resurce pl, yu shuld add the required servers and repsitries t it. Yu can als edit the resurces assciated with an existing resurce pl. Use the fllwing guidelines when cnfiguring a resurce pl: Agent Servers - nly agents residing n the Agent Servers in a resurce pl are available fr pick-up jbs in wrkspaces assciated with the pl. Fr example, if the Transfrm Set Manager agent is nt added t any f the Agent Servers in a resurce pl, yu wn't be able t run a Transfrm Set in a wrkspace assciated with it. This functinality applies t all agents, except fr Case Manager, Case Statistics Manager, and File Deletin Manager. Prcessing Servers - yu can assign nly ne prcessing server t a resurce pl Primary SQL Server - this server is added t all resurce pls during a first-time upgrade r installatin T add servers t a resurce pl: Relativity Admin Guide - 272

273 1. Create a resurce pl r click Edit t add a resurce t an existing pl. The Resurce Pl Details page appears. Relativity Admin Guide - 273

274 2. Click Add n the title bar fr the type f server that yu want t include in the resurce pl. Nte: When yu add a lcatin t the Prcess Surce Lcatin bject, that lcatin is visible n the prcessing applicatin and n the prcessing set. Relativity Admin Guide - 274

275 3. In the selectin dialg, chse the server that yu want t add and click OK. The fllwing screen sht shws the selectin dialg fr agent servers. Nte: Yu can als click Edit t update the prperties f a server. See Servers n page 302 fr mre infrmatin. 4. Cntinue adding servers and file repsitries until yu finish cnfiguring the resurce pl. It's nw available in wrkspaces. 5. (Optinal) Click Remve n a title bar t remve a server r repsitry frm the resurce pl. Nte: Yu can't remve an SQL server when a wrkspace assciated with the resurce pl is using it. Similarly, yu can't remve an Analytics server when indexes are using it. See Remving an Analytics server frm a resurce pl belw Remving an Analytics server frm a resurce pl Yu can remve an Analytics server frm a resurce pl nly when n Analytics indexes are using it. When yu want t remve a server, yu can display a dependencies reprt that lists the indexes using it. 1. On the Resurce Pl Details page, click Remve n the title bar fr Analytics Servers. Nte: If yu delete all f the Analytics servers set up fr structured data analytics, then users wn't be able t run any structured data analytics jbs in the wrkspaces assciated with the resurce pl. See the Analytics Guide. Relativity Admin Guide - 275

276 2. Click Remve n the cnfirmatin message. If Analytics indexes are currently using the server, click Dependencies t view a reprt. 3. Review the dependencies reprt, which lists the indexes that yu must remve frm the Analytics server. The reprt displays the name f the Analytics server that yu selected, as well as the names f the Analytics indexes using this server and the wrkspaces where they reside. It als indicates which indexes are active. 31 Scripts Yu can use Relativity scripts t create and execute flexible SQL-based scripts t custmize and augment Relativity functinality. Scripts are Relativity artifacts. This means they have the same features as standard Relativity bjects, allwing them t be secured and audited. Scripts may als be called thrugh an SQL Stred Prcedure, allwing them t be scheduled and run at a specific time. Only Script Administratrs can write scripts. Script Administratrs is a special Relativity grup wh must als have System Administratr permissin. Relativity Script Administratrs are part f a grup that has permissins t preview, edit, and create scripts. Befre a user can belng t this grup, they must be granted Relativity Administratr permissins, and then added as a Relativity Script Administratr. Relativity Administratrs are nt autmatically members f this grup. See Security permissins n page 287. If a script is lcked, it displays as read nly and can't be edited. If a script is unlcked it's available fr editing. The table belw represents the script permissins allwed fr each grup. Lcked Script Unlcked Script View Run Edit Preview Edit Preview Write Link Relativity Admin Guide - 276

277 Lcked Script Unlcked Script Script Admin x x x x x x x System Admin x x x Standard User x* x* x** * With view rights ** With add rights 31.1 Relativity Script Library Relativity prvides a library f cmmnly-used scripts that yu can run at any time. It's imprtant t nte that, depending n yur Relativity versin, certain scripts may nt be available t yu. By default all Relativity scripts are secured and aren't available fr editing. See the Relativity Script Library chapter Script cmpatibility and updates T imprve system perfrmance, architecture imprvements are ften applied t Relativity s SQL tables fr new versins. When upgrading, yur persnally created existing scripts must be tested and revalidated befre yu run them. The nly exceptin t this is Relativity Library scripts, which are autmatically updated with any changes affecting the new versin. When upgrading yur envirnment, the unique script key is referenced t determine if an update is required. If s, this is perfrmed autmatically Creating a script tab T create a script tab, see Creating and editing tabs n page 308 and use the fllwing infrmatin. Name: Scripts Tab Order: enter desired rder Link Type: Object Parent: leave blank Object Type: Relativity Script Is Default: N Nte: By default, newly created tabs are visible nly t system administratrs. This applies even if the creating user s grup has access t see all ther tabs. Edit wrkspace permissins t assign rights t the new tab. Once the tab is available, yu are able t execute existing scripts, add scripts frm the Script Library and create new scripts if yu are part f the Relativity Script Administratr systems grup. See Relativity Script Library n page 244. Relativity Admin Guide - 277

278 31.4 Creating and editing a script As a Script Administratr, yu can create, edit, and run yur wn scripts. Befre running a script, it's imprtant t be familiar with script frmatting. See the Script Develpment guide. Due t the cmplexity and impact a script can have, nly Relativity, SQL, and XML expert users shuld create and run them. T create a script, fllw these steps: 1. Click the Scripts tab under the Administratin tab. 2. Click New Relativity Script. If yu want t edit an existing script, click the Edit link next t the script name. 3. Fill ut the fields n the frm. See Fields. 4. Click Save Fields Script Type - select ne f the fllwing: Create New Wrkspace Script - select t create and edit yur wn envirnment and wrkspace scripts via the Script tab. Yu can enter r paste the script int the Script Bdy sectin. Select frm Script Library - select t chse frm a list f predefined Relativity scripts. The Script Library tab is created when Relativity is deplyed. Relativity Applicatins - assciates the script with an applicatin created n the Relativity Applicatins tab. All existing applicatins are available when yu click the ellipsis. This is nly available fr thse wh Relativity Admin Guide - 278

279 have the Manage Relativity Applicatins permissin under Admin Operatins. Fr infrmatin n applicatins, see the Applicatins guide. Script Bdy - enter the script cde int this area. Fr infrmatin n hw t frmat a Relativity script, see the Script Develpment guide Adding a library script t the script tab In rder fr scripts t display in yur Script tab fr yur users t run, yu must add them. T add a library script t the Script tab, fllw these steps: 1. Click the Script tab under the Administratin tab. 2. Click New Relativity Script. 3. Chse Select frm Script Library n the Script Type field. 4. In the Scripts field, click and chse the library script yu want t add. 5. Click Save. The script infrmatin screen displays. 6. In the Script cnsle, click Run Script. The script displays in yur Script tab. In additin, Relativity adds the Is Link clumn t the view and sets it t Yes. When yu add a library script t a wrkspace, it remains linked t the Script Library as indicated in the Is Link clumn. This clumn displays N if yu add yur wn custm script t the wrkspace Running a library script T run a script, fllw these steps: 1. Click the Script tab under the Administratin tab. 2. Click the script name that yu want t run. 3. Click Run Script in the Script cnsle. The script runs. When it's cmplete: 4. Click Preview t display a pp-up f the SQL script, r click Run t execute the script. 32 Script grups Yu can use script grups in Relativity t create a dashbard view int yur scripting activities. Script grups are an extensin f the Relativity script page that allw yu t dynamically create script dashbards based n the categry specified in the Relativity script XML. These dashbards prvide yu with a radi buttn list f all scripts, and they prvide a centralized lcatin t run yur similar scripts. See Scripts n page 276 fr mre infrmatin Using script grups Fllw these steps t set up a script grup: 1. Create a grup f Relativity scripts that share the same categry. See Creating and editing a script n the previus page. Relativity Admin Guide - 279

280 2. Create a new external tab r pp up that references the Run.aspx page. See Creating and editing tabs n page 308. Add the name f yur categry as the value fr categry in the query string. Nte: If the categry name cntains spaces, replace the spaces with the + sign. 3. Navigate t the tab r pp up and view yur new dashbard. 33 Search terms reprts A search terms reprt simplifies the prcess f identifying dcuments that cntain a specific grup f keywrds. Instead f running cmplicated queries, yu can use a search terms reprt t enter a list f terms r phrases and then generate a reprt listing their frequencies in a set f dcuments. Yu can determine the utput f the reprt by selecting ne f the fllwing type ptins: Reprt Only - Creates a reprt that includes the number f hits fr each term r phrase. (A hit indicates ne r mre uses f the term r phrase in a dcument.) Reprt and Tag - Creates a reprt that includes the number f hits fr each term r phrase, and tags the dcuments that cntain them. Yu can als use the reprts created with the reprt and tag ptin in yur markup sets. When yu select a search terms reprt fr use with a markup set, the reprt determines which terms r phrases are highlighted in the dcuments viewed thrugh the cre reviewer interface Guidelines fr using search terms reprts Use the fllwing guidelines t ensure that yur search terms reprt prperly highlights the required terms: Define a saved search using cnditins that return the required grup f dcuments fr the Searchable Set. Persistent highlighting applies nly t dcuments in the searchable set. Cnfirm that the dtsearch used fr the search terms reprt has been used t index all the dcuments in the Searchable Set. Relativity Admin Guide - 280

281 Select Reprt and Tag in the Type drp-dwn bx fr the reprt. If yu dn't select this ptin, then a multiple bject field isn't created fr the search terms reprt, and yu can't select it in the Highlight Fields ptin when creating a persistent highlights set. See Persistent highlight sets n page 168. In the Add Terms bx, use the fllwing frmat t enter ptinal clr cding: [highlight clr number];[text clr number];[term t be highlighted] Fr example, enter 3;16;Relativity t highlight Relativity with a dark green backgrund and white text. The fllwing table includes available clr cdes. Clr Number [Default] 0 Black 1 Dark red 2 Dark green 3 Dark yellw 4 Dark blue 5 Dark magenta 6 Dark cyan 7 Light gray 8 Gray 9 Red 10 Green 11 Yellw 12 Blue 13 Magenta 14 Cyan 15 White 16 Nte: If yu enter terms with n clr cding the backgrund will be magenta and the text black. Yu can nly edit the Relativity Highlight Clr in the Search Terms Result Layut in Relativity 8.1 r higher. Use the fllwing frmat fr clr cding: [highlight clr number];[text clr number] After the search terms results are generated, yu can't edit the Name r Relativity Highlight Clr f a term. Relativity Admin Guide - 281

282 Nte: When yu use search terms reprts fr persistent highlights, nly the terms in dcuments assciated with the current reprts are highlighted. If yu add new search terms t the reprts, r add new dcuments t the wrkspace, yu will need t fllw the general prcesses used fr these types f updates, such as running pending terms Creating a search terms reprt T create a new search terms reprt, fllw these steps: 1. Click the Search Terms Reprt tab. 2. Click New Search Terms Reprt. 3. Cmplete the fields n the frm. See Fields belw. 4. Click Save Fields Search terms reprts cntain the fllwing fields: Name - the search terms reprt s name. Index - the index used t create the reprt. Select nly dtsearch indexes. Type - select ne f the fllwing ptins: Reprt Only - creates a reprt that includes the number f hits fr each term r phrase. Reprt and Tag - creates a reprt that includes the number f hits fr each term r phrase and Relativity Admin Guide - 282

283 tags the dcuments that cntain them. Nte: The Add link displayed next t the Type field des nt build a new reprt type. Searchable Set - a saved search that includes the set f dcuments used t create the reprt. Add Terms - enter the search terms fr the reprt in this bx. Yu can specify ptinal clr cding fr search terms in this bx fr cases in which a persistent highlight set references the reprt. See Search terms reprts n page 280 and Persistent highlight sets n page 168. Nte: Each Add Terms line is treated as an individual dtsearch query. Fr mre infrmatin abut dtsearch, refer t the Searching Guide. Dictinary - click t display the Dictinary Search pp-up, where yu can perfrm searches using fuzziness levels and stemming. Click Cpy t Clipbard t cpy the search results. Yu can paste these results int the Add Terms bx. Status - an aut-generated status f the reprt. This value appears as either Cmpleted, Pending r Errr. Last Run Errr - lists the last errr encuntered if the reprt was cmpleted with errrs Running a search terms reprt Yu generate a search terms reprt by using the ptins available in the search terms reprt cnsle. The cnsle appears after yu save a search terms reprt r when yu pen an existing reprt frm the Search Terms Reprt tab. The cnsle includes the fllwing ptins: Run All Terms - generates cunts fr each term. Use this ptin when generating the reprt fr the first time r if yu want t regenerate cunts fr all terms in the reprt. See Search terms reprt results n the next page. Run Pending Terms - updates an existing reprt. It runs a reprt n nly thse terms with a Pending status. Retry Errrs - attempts t regenerate the reprt fr search terms that returned errr messages. Refresh Page - updates the infrmatin displayed n the page. Relativity Admin Guide - 283

284 Search terms reprt results The search terms reprt details page displays the reprt results, listing each term and the number f dcuments tagged. The Search Terms Results view prvides the fllwing: Name - a linked search term. Each link crrespnds t a search term entered in the Add Terms bx, lcated in the new search terms reprts frm. See Fields n page 282. Relativity Highlight Clr - lists the clr cding assigned t search terms. When a persistent highlights set references a search terms reprt, the terms' highlight clrs display accrding t these cdes. Cunt - represents the number f dcuments cntaining the search term. Nte: Cunt is nt security-aware r influenced by permissins. This means that cunt includes dcuments the user can't view in a basic search. Fr example, a user culd perfrm a dtsearch that returns a ttal f five dcuments, including tw inaccessible dcuments. Even thugh the user can nly view three dcuments, the search terms cunt still includes all five dcuments riginally tagged with the search term. Status - the current prgress f the reprt. This field cntains either Pending, Cmpleted, r Errr. Errr Message - displays any errrs encuntered during prcessing. Nte: Search terms reprt results appear as they are prcessed. Refer t the Status field f each search term t check its prgress Using tagged search terms in a saved search After yu run a search term reprt with Reprt and Tag ptin enabled, Relativity creates chices fr each f the terms that yu specified. Yu can then use these chices as criteria in a saved search. Yu must add each f the search terms separately t the saved search t return the crrect results. Use this prcedure t create a saved search using tagged search terms: Relativity Admin Guide - 284

285 1. Fllw the instructins fr setting fields in the Infrmatin and Search Cnditins sectins n a saved search. 2. In the Cnditins sectin, select yur search term reprt in the Field bx and select a cnditin in the Operatr bx. 3. In the Value field, click t display the Select STR dialg. 4. On the Select STR dialg, perfrm these tasks: a. In the Field bx, select yur search term reprt. b. Select an Operatr, such as any f these. c. Click t select a single search term n the Select Items dialg. Nte: If yu select multiple tagged search terms n this dialg, yur saved search wn t return the crrect results. d. Set any ther fields as necessary. 5. Click OK. If yu added the tagged search terms called mney, pwer, and il, the Cnditins sectin wuld appear as fllws: 6. Repeat steps 1 t 3 fr each tagged search terms. 7. Click Search t run yur query. Relativity Admin Guide - 285

286 34 Searching verview Relativity includes flexible search features designed t facilitate the dcument review prcess. These easily accessible features supprt a range f searching needs frm filtering n fields and simple keywrd searches t the develpment f cmplex queries. The fllwing list summarizes the searching features available in Relativity. Filters Yu can use filters t limit the dcuments r items that appear in item lists n Relativity tabs and pp-ups. When yu enable the filters fr an item list, yu can set criteria n single r multiple fields s that nly matching dcuments r items appear in the view. Filters query acrss the searchable set f dcuments in the active view t return yur results. Relativity supprts multiple filter types s that yu can easily chse the best frmat fr different field types. See the Searching Guide fr mre infrmatin. Keywrd searches Yu can run keywrd searches frm the Dcuments tab and frm Dynamic Object tabs. With these searches, yu can leverage the basic functinality fr querying the SQL full-text index ppulated with data frm extracted text fields. The keywrd search engine supprts the use f Blean peratrs and wildcards. As the default search engine in Relativity, keywrd search autmatically ppulates with extracted text during data imprt. See the Searching Guide fr mre infrmatin. Saved searches These searches prvide yu with the functinality t define and stre queries fr repeated use. With flexible settings, yu can create a saved search based n any Relativity search engine, assign security permissins t it, and define specific clumns t display yur search results. Saved searches supprt the develpment f cmplex queries that yu build using a frm with search cnditin ptins. These queries run dynamically t ensure that updated results appear when yu access a saved search. See the Searching Guide fr mre infrmatin. dtsearches Available n the Dcuments tab, yu can use the advanced searching functinality t run queries with prximity, stemming, and fuzziness peratrs, as well as with basic features such as Blean peratrs and wildcards. Relativity administratrs can create a dtsearch index fr a specific subset f dcuments in a wrkspace, and then assign security t it. They must manually update indexes when the dcument search sets used t create them are mdified. See the Searching Guide fr mre infrmatin. Analytics Supprting cnceptual searching, Analytics includes dcuments in a result set when they cntain similar ideas r cnceptual relatinships, rather than matching specific search terms r cnditins. Yu can create searches with Analytics that categrize yur dcuments based n the cncepts cntained in a sample dcument set. Instead f categrizing dcuments, yu can als perfrm clustering, which uses specific algrithms (systemdefined rules) t identify cnceptually related dcuments. See the Searching Guide fr mre infrmatin. Relativity Admin Guide - 286

287 Additinal features Relativity prvides additinal features that make searching easily accessible frm the Dcuments tab. With the search cnditin ptin, yu can build queries using the same cnditin ptins available fr saved searches. Yu can click Save as Search n the Dcuments tab t create saved searches based n the criteria defined fr keywrd searches, dtsearches, Analytics, r the search cnditins ptin. See the Searching Guide fr mre infrmatin. 35 Security permissins Relativity s security rights are highly custmizable. Each grup yu add t a wrkspace can have vastly different permissins than thers. Yu can als cpy an existing grup s permissins t save time n cnfiguring them. Yu set grup permissins when adding a grup t wrkspace, but yu can change these permissins at any time frm the Wrkspace Details page Managing multiple security grups Large wrkspaces usually require multiple security grups. Yu shuld rganize dcuments and define security grups t assist with review wrkflw. Start with a baseline security grup fr each main rle. Fr example, yu may need t create a baseline grup fr each f the fllwing rles: System administratr Operatins administratr Operatins technician Prject manager Prject specialist Case administratr Case review Case technician Cntract reviewer Experts Set security permissins frm the baseline, giving each user grup incremental security rights as necessary. Fr example, three different user grups may need permissins fr the fllwing tasks: Cntract review Cntract review QA Access t QA layuts, fields, chices Cntract review Privilege Access t Privilege Lg layuts, fields, chices Cntract review Dep Prep Access t Depsitin Prep layuts, fields, chices, mass actins 35.2 Permissins Relativity divides permissins int five categries: Security n the next page Tab visibility n page 296 Brwsers n page 297 Relativity Admin Guide - 287

288 Mass actins n page 298 Admin peratins n page Security In the grup permissins area, yu set bject-level permissins. They fllw a basic pattern, with sme variatin. The rights are: View - allws users t view and is the minimal permissin. Edit - allws users t edit and view. Delete - allws users t delete, edit, and view. Add - allws users t add new instances f the bject. Edit security - allws users t edit the security fr instances f the bject. Security rights wrk jintly with crrespnding tab visibility r brwser permissin. Fr example, a user with all the rights listed abve fr fields culd nly add, edit, delete, r edit security fr fields if he/she had access t the fields tab as well. This pattern fllws fr mst wrkspace bjects. There is a separate security sectin fr each Relativity bject: Wrkspace - sets the grup s permissins fr the wrkspace. View - allws grup members t see the wrkspace and is the minimal permissin. Edit - allws grup members t see the wrkspace and edit the wrkspace details. Editing the wrkspace requires access t the Wrkspace Details tab. Delete - allws grup members t see the wrkspace, edit the wrkspace details, and delete the wrkspace. Editing r deleting the wrkspace requires access t the Wrkspace Details tab. Edit security - allws grup members t access and edit the wrkspace security. Flder - sets the grup s permissins fr the flder brwser. Grup members must als have permissin t view the flder brwser, which yu can set in the brwser permissins sectin. View - allws grup members t view the flder brwser. Edit - allws grup members t edit the flder names and view the flders. Delete - allws the grup t delete flders, edit the flder names, and view the flders. Add - allws the grup t add flders t the wrkspace. Edit security - allws grup members t edit flders' security. Dcument - sets the grup's permissins fr the dcuments. View - allws grup members t view dcuments. Edit - allws grup members t view and edit dcuments. Nte: The edit dcument permissin allws users t tag dcuments with wrkspace cding values using layuts. Dn't make assign cding users rights t edit fields r edit layuts instead. The edit fields permissin (alng with access t the fields tab) allws users t edit field prperties, such as changing a fixed length text field frm 255 t 320 characters. Delete - allws grup members t view, edit, and delete dcuments. Add - allws grup members t add new dcuments. Edit Security - allws grup members t secure dcuments. Print - allws grup members t print individual dcuments frm Relativity. Lcal Access - allws grup members t pen the file in its native applicatin, t cpy text frm the viewer, r t perfrm a print screen. Relativity Admin Guide - 288

289 Redact Dcument - allws grup members t place stamp r textbx redactins n a dcument. Highlight Dcument - allws grup members t place a highlight n a dcument. Add Image - allws grup members t use Relativity s image-n-the-fly functinality. Delete Image - allws grup members t delete images in Relativity. Reprt - sets grup permissins fr summary reprts. All f the fllwing permissins require access t the Summary Reprt tab. View - allws grup members t view summary reprts. Edit - allws grup members t view and edit summary reprts. Delete - allws grup members t view, edit, and delete summary reprts. Add - allws grup members t add new summary reprts. Edit Security - allws grup members t edit the security f summary reprts. Field - sets grup permissins fr fields. View - allws grup members t view fields. Edit - allws grup members t view and edit fields Editing fields requires access t the Fields tab. Delete - allws grup members t view, edit, and delete fields. Deleting fields requires access t the Fields tab. Add - allws grup members t add new fields. Adding fields requires access t the Fields tab. Edit Security - allws grup members t edit field security. Editing security fr a field requires access t the Fields tab. Add Field Chice By Link - allws users t add a chice t the field frm a layut. Layut - sets grup permissins fr layuts. View - allws grup members t view layuts. Edit - allws grup members t view and edit layuts. Editing a layut requires access t the Layuts tab. Delete - allws grup members t view, edit, and delete layuts. Deleting layuts requires access t the Layuts tab. Add - allws grup members t add new layuts. Adding new layuts requires access t the Layuts tab. Edit Security - allws grup members t edit layut security. Editing security fr a layut requires access t the Layuts tab. Prductin - sets grup permissins fr prductin sets. This is the nly default live textbx. View - allws grup members t view prductin sets. Edit - allws grup members t view and edit prductin sets. Editing prductin sets requires access t the Prductin Sets tab. Delete - allws grup members t view, edit, and delete prductin sets. Deleting prductin sets requires access t the Prductin Sets tab. Add - allws grup members t add new prductin sets. Adding prductin sets requires access t the Prductin Sets tab. Edit Security - allws grup members t edit prductin sets permissins. Editing security fr a prductin set requires access t the Prductin Sets tab. Relativity Admin Guide - 289

290 Nte: The Prductin checkbx is a live checkbx by default. There are n permissins fr specific viewer ptins. T restrict prductins frm appearing in the viewer fr a certain grup, clear the Prductin checkbx. View - sets grup permissins fr views. View - allws grup members t view views. Viewing any views besides dcument views requires access t the view bject s tab. Edit - allws grup members t view and edit views. Editing any views besides dcument views requires access t the view bject s tab r the Views tab. Delete - allws grup members t delete views. Deleting views requires access t the Views tab. Add - allws grup members t add a view. With add view rights, grup members can add views fr any tabs they have rights t see. Edit security - allws grup members the rights t edit view security. Editing security fr a view requires access t the Views tab. Search Flder - sets grup permissin fr saved search flders. View - allws grup members t view search flders. Viewing search flders requires access t the saved searches brwser. Edit - allws grup members t view and edit saved search flders. Editing saved search flders requires access t the saved searches brwser. Delete - allws grup members t view, edit, and delete saved search flders. Deleting saved search flders requires access t the saved searches brwser. Add - allws grup members t add new saved search flders. Adding saved search flders requires access t the saved searches brwser. Edit Security - allws grup members t edit saved search flder security. Editing security fr saved search flders requires access t the saved searches brwser. Search - sets grup permissins fr saved searches. View - allws grup members t view the results f saved searches. Viewing saved searches requires access t the saved searches brwser. Edit - allws grup member t view and edit saved searches. Editing saved searches requires access t the saved searches brwser. Delete - allws grup member t view, edit, and delete searches. Deleting searches requires access t the saved searches brwser. Add - allws grup members t add new searches. New searches can be added frm the saved searches brwser. Edit Security - allws grup members t edit saved search security.editing security fr a search requires access t the saved searches brwser. Chice - sets the grup permissins fr chices. View - allws grup members t view chices Edit - allws grup member t view and edit chices. Editing chices requires access t the Chices tab. Delete - allws grup member t view, edit, and delete chices. Deleting chices requires access t the Chices tab. Add - allws grup members t add new chices. New chices can be added frm the Chices tab, r directly frm layuts. Relativity Admin Guide - 290

291 Edit Security - allws grup members t edit chice security. Editing security fr a chice requires access t the Chices tab Markup Set - sets grup permissins fr markup sets. View - allws grup member t view markup sets. Edit - allws grup members t view and edit markup sets. Editing Markup sets requires access t the Markup Sets tab. Delete - allws grup members t view, edit, and delete markup sets. Deleting markup sets requires access t the Markup Sets tab. Add - allws grup members t add new markup sets. Adding new markup sets requires access t the Markup Sets tab. Edit Security - allws grup members t edit markup set security. Editing security fr a markup set requires access t the Markup Sets tab. Tab - sets grup permissins fr tabs. View - allws grup members t View tabs. Edit - allws grup members t view and edit tabs. Editing tabs requires access t the Tabs tab. Delete - allws grup members t view, edit and delete tabs. Deleting tabs requires access t the Tabs tab. Add - allws grup members t add new tabs. Adding new tabs requires access t the Tabs tab. Edit Security - allws grup members t edit tab security. Editing security fr tabs requires access t the Tabs tab. Batch Set - sets grup permissins fr batch sets. View - allws grup members t see batch sets. Edit - allws grup members t view and edit batch sets. Editing batch sets requires access t the Batch Sets tab. Delete - allws users t view, edit and delete batch sets. Deleting batch sets requires access t the Batch Sets tab. Add - allws grup members t add new batch sets. Adding new batch sets requires access t the Batch Sets tab. Edit Security - allws grup members t edit the security f existing batch sets. Editing the security f existing batch sets requires access t the Batch Sets tab. Batch - sets grup permissins fr batches. View - allws grup members t see batches. Edit - allws grup members t view, check ut, and edit batches. Editing batch sets requires access t the Batches tab. Delete - allws users t view, edit and delete batches. Deleting batches requires access t the Batches tab. Add - allws grup members t add new batch sets. Adding new batch sets requires access t the Batch Sets tab. Edit Security - allws grup members t edit the security f existing batch sets. Editing the security f existing batch sets requires access t the Batch Sets tab. Object Type - sets grup permissins fr bject types. View - allws grup members t see bject types. Edit - allws grup members t view and edit bject types. Editing bject types requires access t the Object Types tab. Relativity Admin Guide - 291

292 Delete - allws grup members t view, edit and delete bject types. Deleting bject types requires access t the Object Types tab. Add - allws grup members t add new bject types. Adding bject types requires access t the Object Types tab. Edit Security - allws grup members t edit the security f existing bject types. Editing the security f bject types requires access t the Object Types tab. RelativityScript - sets grup permissins fr scripts. View - allws grup members t see Relativity scripts. Edit - allws grup members t view and edit any unlcked scripts. Editing scripts requires the user t be a member f the Script Admin grup. Delete - allws grup members t delete scripts. Deleting scripts requires the user t be a member f the Script Admin grup. Add - allws grup members t add new scripts. Edit Security - allws grup members t edit the security f existing scripts. Editing security n scripts requires the user t be a member f the Script Admin grup. Search Index - sets grup permissins fr search indexes. View - allws grup members t see search indexes. Edit - allws grup members t edit search indexes. Editing search indexes requires access t the Search Indexes tab. Delete - allws grup members t delete search indexes. Deleting search indexes requires access t the Search Indexes tab. Add - allws grup members t add search indexes. Adding search indexes requires access t the Search Indexes tab. Edit Security - allws grup members t edit search indexes. Editing the security f search indexes requires access t the Search Indexes tab. Dictinary Access - allws grup member t see the dictinary functin when searching with a dtsearch index. ObjectRule - sets grups permissins fr bject rules. View - allws grup members t see bject rules. Edit - allws grup members t edit bject rules. Delete - allws grup members t delete bject rules. Add - allws grup members t add bject rules. Edit Security - allws grup members t edit the security f existing bject rules. AgentType - sets grups permissins fr agent types. View - allws grup members t see agent types. Edit - allws grup members t edit agent types. Delete - allws grup members t delete agent types. Add - allws grup members t add agent types. Edit Security - allws grup members t edit the security f existing agent types. EventHandler - sets grups permissins fr event handlers. View - allws grup members t see event handlers. Edit - allws grup members t edit event handlers. Delete - allws grup members t delete event handlers. Add - allws grup members t add event handlers. Edit Security - allws grup members t edit the security f existing event handlers. Relativity Admin Guide - 292

293 TransfrmSet - sets grups permissins fr transfrm sets. View - allws grup members t see transfrm sets. Edit - allws grup members t edit transfrm sets. Delete - allws grup members t delete transfrm sets. Add - allws grup members t add transfrm sets. Edit Security - allws grup members t edit the security f existing transfrm sets. Transfrm - sets grup permissins fr the transfrms that are added t transfrm sets. View - allws grup members t see transfrms. Edit - allws grup members t see transfrms. Delete - allws grup members t delete transfrms. Add - allws grup members t add transfrms. Edit Security - allws grup members t edit the security f existing transfrms. SearchTermsReprt - sets grup permissins fr search terms reprts. View - allws grup members t view search terms reprts. Edit - allws grup members t edit search terms reprts. Delete - allws grup members t delete search terms reprts. Add - allws grup members t add search terms reprts. Edit Security - allws grup members t edit the security f existing search terms reprts. SearchTermsResult - sets the grup permissins fr search terms results. View - allws grup members t view search terms results. Edit - allws grup members t edit search terms results. Delete - allws grup members t delete search terms results. Add - allws grup members t add search terms results. Edit Security - allws grup members t edit the security f existing search terms results. WrkPrduct - sets the grup permissins fr wrk prducts. View - allws grup members t view wrk prducts. Edit - allws grup members t edit wrk prducts. Delete - allws grup members t delete wrk prducts. Add - allws grup members t add wrk prducts. Edit Security - allws grup members t edit the security f existing wrk prducts. Cntacts - sets the grup permissins fr cntacts. View - allws grup members t view cntacts. Edit - allws grup members t edit cntacts. Delete - allws grup members t delete cntacts. Add - allws grup members t add cntacts. Edit Security - allws grup members t edit the security f existing cntacts. CaseInf - sets the grup permissins fr case infrmatin. View - allws grup members t view case infrmatin. Edit - allws grup members t edit case infrmatin. Delete - allws grup members t delete case infrmatin. Add - allws grup members t add case infrmatin. Edit Security - allws grup members t edit the security f existing case infrmatin. PivtPrfile - sets the grup's permissins fr pivt prfiles. View - allws grup members t view pivt prfiles. Edit - allws grup members t edit pivt prfiles. Relativity Admin Guide - 293

294 Delete - allws grup members t delete pivt prfiles. Add - allws grup members t add pivt prfiles. Edit Security - allws grup members t edit the security f existing pivt prfiles. OCRPrfile - sets the grup's permissins fr OCR prfiles. View - allws grup members t view OCR prfiles. Edit - allws grup members t edit OCR prfiles. Delete - allws grup members t delete OCR prfiles. Add - allws grup members t add OCR prfiles. Edit Security - allws grup members t edit the security f existing OCR prfiles OCRSet - sets the grup's permissins fr OCR sets. View - allws grup members t view OCR sets. Edit - allws grup members t edit OCR sets. Delete - allws grup members t delete OCR sets. Add - allws grup members t add OCR sets. Edit Security - allws grup members t edit the security f existing OCR sets. RelativityApplicatin - sets the grup permissins fr applicatins. View - allws grup members t view applicatins. Edit - allws grup members t edit unlcked applicatins. Delete - allws grup members t delete unlcked applicatins. Add - allws grup members t add new applicatins. Edit Security - allws grup members t edit the security f existing applicatins. Nte: Grups assigned Relativity Applicatins permissins require access t the Relativity Applicatins tab in rder t perfrm any tasks assciated with the View, Edit, Delete, Add, r Edit Security permissins. Select Relativity Applicatins in the Tab Visibility permissins categry. AnalyticsPrfile - sets the grup permissins fr Analytics prfiles. View - allws grup members t view Analytics prfiles. Edit - allws grup members t edit Analytics prfiles. Delete - allws grup members t delete Analytics prfiles Add - allws grup members t add Analytics prfiles. Edit Security - allws grup members t edit the security f existing Analytics prfiles. RepeatedCntentFilter - sets the grup permissins fr Repeated Cntent filters. View - allws grup members t view Repeated Cntent filters. Edit - allws grup members t edit Repeated Cntent filters. Delete - allws grup members t delete Repeated Cntent filters. Add - allws grup members t add Repeated Cntent filters. Edit Security - allws grup members t edit the security f existing Repeated Cntent filters. NativeType - sets the grup permissins fr native types. View - allws grup members t view native types. Edit - fr native types, allws grup members t edit the restricted frm imaging by default checkbx. Delete - allws grup members t remve native types frm the restricted list. Add - allws grup members t add existing native types t the restricted list. Relativity Admin Guide - 294

295 Nte: Even with all native type permissins, users can't add new native file types. Relativity is already cnfigured with the native file types that it recgnizes. Fr mre infrmatin, see Restricted native types n page 87. Edit Security - allws grup members t edit the security f existing native types. ImagingPrfile - sets the grup permissins fr imaging prfiles. View - allws grup members t view imaging prfiles. Edit - allws grup members t edit imaging prfiles. Delete - allws grup members t delete imaging prfiles. Add - allws grup members t add imaging prfiles. Edit Security - allws grup members t edit the security f existing imaging prfiles. ImagingSet - sets the grup permissins fr imaging sets. View - allws grup members t view imaging sets. Edit - allws grup members t edit imaging sets. Delete - allws grup members t delete imaging sets. Add allws grup members t add imaging sets. Edit Security allws grup members t edit the security f existing imaging sets. AnalyticsCategrizatinResult - sets the grup permissins fr Analytics categrizatin results. View - allws grup members t view Analytics categrizatin results. Edit - allws grup members t edit Analytics categrizatin results. Delete - allws grup members t delete Analytics categrizatin results. Add - allws grup members t add Analytics categrizatin results. Edit Security - allws grup members t edit the security f existing Analytics categrizatin results. AnalyticsCategrizatinSet - sets the grup permissins fr Analytics categrizatin sets. View - allws grup members t view Analytics categrizatin sets. Edit - allws grup members t edit Analytics categrizatin sets. Delete - allws grup members t delete Analytics categrizatin sets. Add - allws grup members t add Analytics categrizatin sets. Edit Security - allws grup members t edit the security f existing Analytics categrizatin sets. AnalyticsCategry - sets the grup permissins fr Analytics categries. View - allws grup members t view Analytics categries. Edit - allws grup members t edit Analytics categries. Delete - allws grup members t delete Analytics categries. Add - allws grup members t add Analytics categries. Edit Security - allws grup members t edit the security f existing Analytics categries. AnalyticsExample - sets the grup permissins fr Analytics examples. View - allws grup members t view Analytics examples. Edit - allws grup members t edit Analytics examples. Delete - allws grup members t delete Analytics examples. Add - allws grup members t add Analytics examples. Edit Security - allws grup members t edit the security f existing Analytics examples. Relativity Admin Guide - 295

296 PersistentHighlightSet - sets the grup permissins fr persistent highlight sets. View - allws grup members t view persistent highlight sets. Edit - allws grup members t edit persistent highlight sets. Delete - allws grup members t delete persistent highlight sets. Add - allws grup members t add persistent highlight sets. Edit Security allws grup members t edit the security f existing persistent highlight sets. RelativityTimeZne - sets the grup permissins fr Relativity time znes. View - allws grup members t view Relativity time znes. Edit - allws grup members t edit Relativity time znes. Delete - allws grup members t delete Relativity time znes. Add - allws grup members t add Relativity time znes. Edit Security - allws grup members t edit the security f existing Relativity time znes. CustmPage - sets the grup permissins fr custm pages. View - allws grup members t view custm pages. Edit - allws grup members t edit custm pages. Delete - allws grup members t delete custm pages. Add - allws grup members t add custm pages. Edit Security - allws grup members t edit the security f existing custm pages Tab visibility In the Tab Visibility sectin, yu can grant grup rights t view tabs. As described abve, yu need t cmbine sets f rights and tab visibility t give users the tls they need t cmplete their tasks. Select the checkbx next t a tab t make it visible fr the grup. Yu can enable the fllwing tabs fr a grup: Administratin Analytics & Indexing Analytics Categrizatin Set Relativity Admin Guide - 296

297 Analytics Prfiles Batch Sets Chices Dcuments Fields Histry Nte: If a user has view access r greater t the Histry tab, but desn't have permissin t View All Audits, the user can't view the Histry tab. Imaging Imaging Prfiles Imaging Sets Layuts Markup Sets Native Types OCR OCR Prfiles OCR Sets Object Types Persistent Highlight Sets Pivt Prfiles Prductin Sets Relativity Applicatins Repeated Cntent Filters Review Batches Scripts Search Indexes Search Terms Reprts Summary Reprts Tabs Transfrm Sets User Status Views Wrkspace Details Nte: If a user has view access r greater t the Wrkspace Details tab, but desn't have permissin t View Wrkspace Details, the user can't view the Wrkspace Details tab. <Custm> - custm tabs will be listed individually Brwsers In the Brwsers sectin, yu cntrl which brwser ptins are visible t the grup. Select the checkbx next t the brwser type t make it visible fr the grup. Relativity Admin Guide - 297

298 Yu can enable the fllwing brwser ptins fr a grup: Advanced & Saved Searches Clusters Field Tree Flders Grups with rights t n brwsers simply see their views with the dcuments area spanning the whle screen Mass actins In the Mass Actins sectin, yu cntrl which types f mass actin rights the grup can access. Select the checkmark next t the mass actin yu want grup members t have access t. Yu can select the fllwing mass actins: Cluster gives grup members the rights t cluster dcuments using Relativity Analytics clustering. Prcess Transcript allws grup members t prcess imprted transcripts fr viewing in Relativity. Mass Cpy gives grup members the rights t cpy securable bjects such as views, layuts and summary reprts. Mass Edit gives grup members the rights t use their layuts t simultaneusly edit dcument field values fr multiple dcuments. Mass Mve gives grup members the right t simultaneusly mve dcuments frm ne r mre flders t ne target flder. Mass Mve als requires add and delete dcument rights. Mass Delete allws grup members t mass-delete dcuments. Mass delete als requires the rights t delete dcuments. Mass Prduce gives grup members the right t simultaneusly add multiple dcuments t a prductin set. Mass Replace allws grup members t perfrm a replace peratin n multiple dcuments. Examples include: Cpying the cntents f ne text field t anther. Adding a set string t the beginning r end f an existing field. Merging the values f a surce field with the values f a target field. Mass Images allws grup members t simultaneusly send image requests fr multiple native files. Relativity Admin Guide - 298

299 Mass Print Image gives grup members the right t simultaneusly print images frm multiple dcuments. Nte: When yu mass print images, yu can chse hw t print the redactins n thse images (visible, transparent, r hidden). Even if users dn't have permissin t mve r delete redactins, if they mass print images, they can chse t print redactins as transparent r hidden. Tally/Sum/Average allws grup members t tally, sum and average the values f any numeric fields. This actin is recrded under the dcument histry. Send T CaseMap allws grup members t send multiple dcuments t CaseMap. Nte: CaseMap is nt cmpatible with Windws 8. Exprt t File gives grup members the right t exprt the cntents f a view t a.csv,.xls r.dat file. Fr mre infrmatin abut mass peratins, see Mass peratins n page Admin peratins Yu can secure several Admin peratins separately. T assign permissins t a grup, select checkbxes fr any cmbinatin f these peratins. The ptins available in the Admin Operatins sectin include: Assign Batches gives grup members permissins t check ut batches t ther reviewers. When adding a new bject type, Manage Object Types gives grup members permissins t add a new tab fr the new bject type. Use Pivt/Chart gives grup members permissins t use the pivt grid and chart functins. View Wrkspace Details gives grup members permissins t access the Wrkspace Details page and the Relativity Utilities cnsle. Nte: If a user has view access r greater t the Wrkspace Details tab, but desn't have permissin t View Wrkspace Details, the user can't view the Wrkspace Details tab. View User Status gives grup members permissins t access the User Status tab. Dwnlad Relativity Desktp Client gives grup members permissin t the Dwnlad Relativity Desktp Client 32-bit and Dwnlad Relativity Desktp Client 64-bit buttns. These buttns are lcated in the Relativity Utilities cnsle n the Wrkspace Details page. See Using the utilities cnsle n page 366. Relativity Admin Guide - 299

300 Override Prductin Restrictins gives grup members permissins t verride the setting in the Prductin Restrictins ptin n the Wrkspace Details page. The grup members will be able t prduce dcuments that cntain cnflicts based n these restrictins. See Adding and editing prductin restrictins n page 369. Manage Relativity Applicatins allws grup members t assciate bjects with applicatins by making the Relativity Applicatins field available n create and edit pages fr Field, Layut, View, Script, Object Types, and all ther bjects cmpatible with applicatins. Users with this and Edit permissins fr Applicatins are allwed t lck and unlck an applicatin frm editing. Mdify System Keybard Shrtcuts gives grup members permissin t the Manage System Keybard Shrtcuts buttn. This buttn is lcated in the Relativity Utilities cnsle n the Wrkspace Details page. See Keybard shrtcuts n page 106 Delete Object Dependencies gives grup members permissin t frce the deletin f an bject, which includes unlinking assciative bjects and deleting child bjects. The grup members must als have permissins t delete any dependent child and/r mdify assciative bjects. See Deleting bject dependencies n page 215. Allw dtsearch Index Swap gives grup members the ability t execute the Index Swap functin frm the dtsearch cnsle. See Search indexes. View All Audits gives grup members permissin t view the histry f a dcument in the Viewer thrugh the Dcument Histry icn, as well as wrkspace bjects, such as markup sets, Dynamic Objects, fields, etc., thrugh the View Audit ptin n thse bjects layuts. Nte: If a user has view access r greater t the Histry tab, but desn't have permissin t View All Audits, the user can't view the Histry tab. View Batch Pane gives grup members permissin t view the batches assciated with a dcument in the related items pane. View Image Thumbnails gives grup members permissin t access the thumbnail viewer while in Image mde in the Cre Reviewer Interface. This viewer allws users t run a quality cntrl check n images by scanning and deleting blank thumbnails frm a dcument. Nte that the thumbnail viewer uses up significant envirnment resurces. We recmmend that n mre than 20 users in an envirnment be granted this permissin Wrkspace permissins Edit wrkspace permissin settings frm the Wrkspace Details tab by clicking Manage Wrkspace Permissins. Relativity Admin Guide - 300

301 All grups added t the wrkspace are listed in the left. Frm this cnsle yu can: Edit Permissins - allws yu t edit the permissins fr any highlighted grup. Apply Permissins Frm Anther Grup - allws yu t transfer all permissin settings frm ne grup t anther. Add Grup - allws yu t create a grup and add it t the wrkspace r add an existing grup. Remve Selected Grup - allws yu t remve the highlighted grup frm the wrkspace Adding a grup t a wrkspace T add a grup t a wrkspace, fllw these steps: 1. Click Add Grup. 2. Select the radi buttn next t the grup yu want t add. 3. Click Set Permissins. 4. Select the permissins yu want t apply t this grup, and click OK. Fr infrmatin n available permissins, see Security permissins Setting permissins n Relativity bjects Individual items inherit their bjects' rights. Fr example, a grup's rights t an individual field are determined by their wrkspace-wide field rights. But smetimes yu want t secure certain wrkspace items. Say yu have a grup ding cntract review. Yu want the grup t be able t see the custdian fields but nt t edit it. Yu can custmize bject permissins t ensure users have access t the apprpriate items. T secure individual items, fllw these steps: 1. Navigate t that item s details page and click Edit Permissins. The security cnsle fr the individual item appears. 2. Chse ne f the fllwing ptins: Overwrite Inherited Security - verrides, r trumps, the wrkspace level settings. Inherit Security - the default, which leaves the item pen t inherit security settings frm its bject (i.e., case wrkspace). Relativity Admin Guide - 301

302 Nte: Altering security permissins frm Overwrite Inherited Security t Inherit Security and vice versa may invlve a wait time fr 50,000 recrds r mre. If this ccurs, a ntificatin appears t infrm yu f the impact f the change. 3. Click Clse. The permissins cnsle prvides the fllwing ptins: Edit Permissins - allws individual grups permissins t be edited. Add Grup - grants grups access t the item. Remve Selected Grup - remves grup access t the item Adding a security field t a view T easily secure individual bjects, yu can add a security field t any view. The security field icn is a padlck yu click t pen the item s security screen. When the item is secured beynd the bject-level permissins, the padlck is clsed. If the padlck is pen, the item inherits its bject-level security permissins. 36 Servers The Servers tab lists varius servers yu use in yur envirnment. Upn starting Relativity, the fllwing servers n the netwrk autmatically register with the Servers table: SQL servers Agent servers Web cmpnents (including Distributed, Web, Web API, and Services API) Analytics and prcessing servers register when yu upgrade t Relativity 7.5 r higher. Yu can als manually add Analytics and prcessing servers thrugh the Servers tab. The Servers item list displays infrmatin like the server name, type, and versin. Relativity Admin Guide - 302

303 36.1 Adding Analytics r prcessing server T manually add new Analytics r prcessing servers t yur Relativity installatin, fllw these steps: 1. In Admin mde, select the Servers tab. 2. Click New Resurce Server. 3. Cmplete the fields n the frm. See Fields belw. 4. Click Save. When yu click save, Relativity attempts t retrieve infrmatin frm the server. If this call fails, yu receive an errr message. T save yur changes, ensure that the web server can reach the server Fields Name - enter the name f the Analytics r prcessing server. Type - select Analytics Server r Prcessing Server. Analytics peratins - select which Analytics peratins can run n the Analytics server. Defaults t permitting Analytics Indexing and Structured Data Analytics peratins. See the Analytics Guide.. This field nly appears when the Analytics Server type is selected. URL - enter the URL f the server with the fllwing frmat. This field is case sensitive and the value shuld use a lwercase 's' in "services". Fr example, if the server name is relanalytics01, and CAAT is running n prt 8080, the URL needs t be: Status - select Active r Inactive. Relativity autmatically updates this value t Inactive when the respective agent fr an Analytics r prcessing server exceeds the maximum cnnectin attempts set in the Relativity Cnfiguratin table. After this update is made, yu'll n lnger receive ntificatins indicating that the cnnectin has failed. This change desn t affect the server functinality, and yu can reset the value as necessary. Temprary directry - a UNC share path used as a staging area fr imprved perfrmance when ppulating an index with large amunts f data. Use the frmat \\<server name>\ <shared flder name> fr the path, and ensure that the directry is accessible t the agent server running the index. Relativity validates the path yu enter. If the path frmat is invalid, yu receive an errr message when trying t save. If a permissin errr ccurs, Relativity writes a message t the Errr tab. Nte: Only the Agents and Analytics servers use this field. Fr the Analytics server, Relativity uses this temprary directry when ppulating an index with lng text fields that exceed the data size set in the CntentAnalystSingleRecrdMaxByteThreshld cnfiguratin value. If yu leave this field blank fr an Analytics server, Relativity uses the CntentAnalystTempraryDirectr cnfiguratin value. If CntentAnalystTempraryDirectry is blank, then Relativity uses the default file repsitry. If yu leave this field blank fr an Agents server, Relativity uses the dtsearch index file share. Versin - a read-nly field that Relativity autmatically updates when yu click Save. It's als updated n a nightly basis t reflect any versin changes. Yu shuld run the same versin f Analytics n all Analytics servers that yu add. Relativity Admin Guide - 303

304 36.3 Editing Analytics r prcessing servers T edit certain settings fr an existing Analytics r prcessing server, fllw these steps: 1. In Admin mde, select the Servers tab. 2. Click the Edit link next t the server's name t display the server frm. 3. Update the fllwing the fields as necessary: Name - enter a name fr the Analytics r prcessing server. Nte: Yu can't mdify the Type r URL assigned t a server. Status - select Active r Inactive. Relativity autmatically updates this value t Inactive when the respective agent fr an Analytics r prcessing server exceeds the maximum cnnectin attempts set in the Relativity Cnfiguratin table. After this update is made, yu'll n lnger receive ntificatins indicating that the cnnectin has failed. This change desn t affect the server functinality, and yu can reset the value as necessary. 4. Click Save. When yu click save, Relativity attempts t retrieve infrmatin frm the server. If this call fails, yu'll receive an errr message. T save yur changes, ensure that the web server can reach the server Editing SQL, agent, r web servers T edit specific settings fr existing SQL, agent, r web servers, fllw these steps: 1. In Admin mde, select the Servers tab. 2. Click the Edit link next t the name f an SQL, agent, r web server. 3. Update the fllwing fields as necessary: Name - enter the name f the server. Status - select Active r Inactive. This field is editable fr all server types. Yu can't add Agent servers t a resurce pl when this field is set t Inactive. (Web servers nly) Enable User Lad Balancing - select Yes if yu want a wrklad distributed acrss multiple web servers. Yu must als enter a unique URL in the (Web servers nly) URL field. See Mnitring lad balancing n web servers belw. Nte: RSA user lad balancing is nt supprted. (Web servers nly) URL - enter the server URL yu want t perfrm lad balancing n. Relativity authenticates this URL. 4. Click Save Mnitring lad balancing n web servers Yu can equally distribute user lads acrss all web servers by setting the Enable User Lad Balancing ptin that's available when yu edit a web server. Relativity perfrms lad balancing by checking the user status table t determine hw many users are lgged in t each web server. When a user lgs in t the applicatin, it lgs in a user t the server with the smallest number f users. This functinality requires yu t set up multiple URLs and web servers. See Editing SQL, agent, r web servers abve. Relativity Admin Guide - 304

305 On the Servers tab, yu can track lad balancing per server. Select the Web Servers view t display fields that yu can use t mnitr lad balancing. The Web Servers view includes the fllwing fields: URL - the web server lcatin. Enable User Lad Balancing - indicates whether user lad balancing is enabled fr the server. Failed Redirectin Attempts - indicates the number f times that Relativity failed t redirect the user t a URL. When Relativity detects servers participating in user lad balancing, it attempts t pass new lgin requests t the least-utilized server. If this server is unrespnsive, Relativity lgs a failed redirectin attempt and passes the user t the next least-utilized server. Relativity disables user lad balancing fr the server after 10 failed redirectin attempts ccur within 10 minutes. Users dn't experience any difference in Relativity perfrmance when they're redirected due t a failed attempt. Last Failed Redirectin Attempt - the date and time f the last failed redirectin t the URL used fr lad balancing. Current User Cunt - the number f users currently using a web server. Fr mre infrmatin n web server registratin, cntact supprt@kcura.cm. 37 Summary reprts Summary reprts prvide aggregate tallies f field values. Field types available fr reprting are limited t the fllwing: Multiple-chice list Single-chice list User Yes/N The reprts are based n an ptinal gruping criterin (the vertical axis) and the fields t be tallied (the hrizntal axis). Fr example, the fllwing screensht shws a summary reprt. The gruping criterin is custdian, and the field t be tallied is respnsiveness. The reprt shws hw many dcuments have been tagged with each respnsiveness value per custdian. Relativity Admin Guide - 305

306 37.1 Creating and editing a summary reprt T create a summary reprt, fllw these steps: 1. Click the Summary Reprts tab. 2. Click New Summary Reprt, r if yu're editing an existing summary reprt, click Edit. 3. Cmplete the fields n the frm. See Fields n the next page. 4. Click Save. Relativity Admin Guide - 306

307 37.2 Fields Flders - lcated in the brwser t the left f the frm, flders allw yu t specify the scpe f the reprt. Yu can reprt n the entire case wrkspace r nly n specific flders and subflders. Name - the title f the summary reprt. Grup By - an ptinal field that allws yu t select a gruping criterin fr the reprt. Gruping criteria appear as rws n the reprt. Leave the grup by field blank t display nly a summary with n gruping. Click t select yur gruping cnditin. Nte: Yu can use filters t quickly find yur field. Reprt n subflders - a yes/n field that allws yu t reprt n just a flder r a flder and its subflders. Defaults t "Yes," which reprts n flders and their subflders. Clumns - allws yu t select which fields are tallied. Selected fields are displayed as clumns n the reprt. Relativity Admin Guide - 307

308 Add Clumns - allws yu t add clumns t the reprt. Click the Add Clumns buttn and select the checkbx fr each field yu want t tally. Yu can use filters t quickly find the desired fields. Only multi-chice list, single-chice list, user, and yes/n fields can be reprted n. Remve selected clumns - allws yu t remve fields frm yur clumns sectin. 38 Tabs A wrkspace cntains tabs that prvide yu with easy access t different Relativity features, including dcuments, search terms reprts, views, and ther default functinality. Relativity is a highly custmizable platfrm. Yu can apply any template with a tabs arrangement that best serves yur review needs. Sme wrkspace templates als include custm tabs fr specialized functinality. Yu can add custm tabs in wrkspace r admin mde. Admin mde als displays a Tabs tab. The functinality f this Tabs tab is the same as the wrkspace mde tab Creating and editing tabs T create r edit a tab, fllw these steps: 1. Click the Tabs tab. 2. Click New Tab. If yu're editing an existing tab, click Edit. 3. Cmplete the fields n the frm. See Fields belw. 4. Click Save Fields Name - the tab s name. This field must be between 1 and 50 characters. Be as cncise as pssible when naming tabs. Relativity Admin Guide - 308

309 Order - represents the psitin f the tab by a numerical value. It can be any psitive r negative integer. N decimals are allwed. The lwest-numbered tab will be the leftmst tab. The highestnumbered tab will be the rightmst tab. Items that share the same value are srted in alphanumeric rder. Nte: It s always a gd idea t set Tab Order by 10's, starting with 10, then 20, then 30, etc. Numbering in grups f 10 allws yu t insert an item int any psitin later in the wrkspace, withut the need t rerder (such as 10, 20, 25, 30, 40). View Order - when clicked, displays a list f active tabs and their current rder. Link Type - determines the type f tab yu want t create: Object - creates a tab fr a nn-dcument bject in yur wrkspace. External - allws yu t link t any URL r any Relativity Dynamic Object. Nte: Selecting External frm the Link Type menu causes the Link field t appear belw the Parent field. In the Link field, yu can enter a web address t link t a URL. Alternatively, yu can link t a Relativity Dynamic Object by entering the Artifact ID r the GUID fr that bject. Use the fllwing frmat t link t a Relativity dynamic bject: ObjectArtifactIdentifer=[identifer], where [identifer] is the Artifact ID r GUID f the Dynamic Object. Fr example, ObjectArtifactIdentifer= Use the fllwing text replacement ptins t custmize the URL, allwing yu t display current details abut yur wrkspace: Text Replacement Optin %ApplicatinPath% %AppID% %AuthenticatinTken% %artifacttypeid% %parentartifactid% %assciatedartifactid% %cnnectrfieldartifactid% Replacement Text The actual Applicatin path AppID=<Current Wrkspace ID> AuthenticatinTken=<New Authenticatin Tken> ArtifactTypeID=<Current ArtifactTypeID> ParentArtifactID=<Current Parent ArtifactID> AssciatedArtifactID=<Current Instance Artifact ID> CnnectrFieldArtifactID=<Current Cnnectr Field Artifact ID> In additin, yu can mdify the URL f an external tab when yu want t create a link t custm page cntaining HTML5. Append a questin mark (?) fllwed by the tken StandardsCmpliance=true t the URL. See the fllwing sample URL fr a custm page using HTML5: %ApplicatinPath%/custmpages/626bb65e cd1-86b7-3a48737b06e6/679-Prject1-master/ index.html?standardscmpliance=true Fr mre infrmatin abut custm pages, see Linking a custm page t an applicatin in the Relativity 8 Develpers site. Relativity Admin Guide - 309

310 Nte: Supprt fr HTML5 markup elements varies by the versin f Micrsft Internet Explrer (IE) that yu are using. Fr mre infrmatin abut supprted tags, see the recmmendatins fr yur brwser versin. Parent - establishes the tab as a parent tab. This allws existing tabs t be set as children f the parent tab, thereby creating a drp-dwn tab structure. Selecting this changes the layut by hiding the Parent, Object Type, and Is Default fields and bringing up the required Tab Display field. Tab Display - determines whether the child tabs f this parent will display in a hrizntal r a vertical arrangement. See the images after this sectin fr an example. Parent - allws the tab t be placed as a child tab in the drp-dwn list f any parent tab. Object Type - determines which bject s infrmatin is displayed in the tab fr thse specified as Link Type = Object. Is Default - allws the tab t serve as the wrkspace s default tab. Reviewers lgging int the wrkspace are taken t the default tab. If a reviewer des nt have access t the default tab, he r she is directed t the Dcuments tab. Is Visible - allws yu t select this tab frm the tab menu. Setting this t N allws yu t create a new tab t be used in an applicatin with a hrizntal tab structure. Relativity Applicatins - allws yu t add this tab t a Relativity Applicatin. Clicking brings up a list f available applicatins. This is an example f vertical tab display: This is an example f hrizntal tab display: Relativity Admin Guide - 310

311 38.3 Nesting tabs Yu may prefer t nest several tabs within a parent t reduce clutter in yur Relativity interface and make tabs easier t lcate. Yu must first specify a tab as a parent (step 1) and then specify children tabs (steps 2-4). 1. Create a new tab with a Link Type f Parent r edit an existing tab. 2. Click the Edit link next t the tab yu want t nest. 3. Under the Parent drp-dwn, chse the parent tab name. 4. Click Save. Repeat fr each tab yu wish t nest. Nested tabs reside in the drp-dwn f the parent. The tab will disappear frm the tab strip and reside belw the new tab. 39 Transcripts ASCII transcripts are a type f dcument yu can lad int Relativity and review just like any ther type f dcument. Transcripts, hwever, cntain three unique features: Inline tagging n page 102 Wrd index belw Links n the next page Nte: Yu can perfrm native redactins n transcripts Wrd index A wrd index is a list f all nn-nise wrds in the transcript. It includes the page number and line lcatin f all ccurrences f each wrd. It als includes the ttal number f times the wrd appears in the transcript. Befre yu create a wrd index, yu have t prcess the transcript. See Prcess transcripts n page 151. T access the wrd index, click the wrd index icn. The wrd index is srted in alphanumeric rder, s it begins with numbers. Yu can filter the clumns t rearrange the rder. Relativity Admin Guide - 311

312 The index lists the each term lcatin using the <page number>:<line number> syntax. Fr example, 2:15 means the term appears n page 2, line Links Links are references t ther dcuments in yur wrkspace. Yu can nly add links within transcripts, but yu can link t any ther dcument type. Linked text appears green in the transcript Adding a link t a transcript Befre yu can create a link, yu have t prcess the transcript. See Prcess transcripts n page 151. T add a link t a transcript: 1. Open a transcript frm the Dcuments tab. 2. Highlight the text yu want t hyperlink. 3. Right-click n the selected text, and click Link. Relativity Admin Guide - 312

313 4. Select the radi buttn next t the dcument yu want t link t. 5. Click Set. Nte: All links n the transcript appear in the related items pane. 40 Transfrm sets Transfrm sets are a feature f Relativity that uses custm cde t extract data frm a surce Relativity field and utput it t a destinatin field. The custm cde is referred t as a handler, which is defined by specific rules abut hw t manipulate the data stred in the Relativity surce field. Relativity cntains tw types f transfrm sets, dmain parsing and cnversatin index parsing. See Dmain parsing belw See Cnversatin index parsing n page Dmain parsing Dmain parsing is a Relativity-defined handler that extracts dmains frm addresses in a dcument set. Fr example, "jsmith@example.cm" yields "example.cm." The dmain parsing transfrm set places the dmains in a destinatin field that yu define Prerequisites Befre creating a new transfrm set, yu need t create an bject t hld the utput, a field t hld the utput, and a saved search that cntains the dcuments t extract the dmains frm. Use the fllwing sectins t cmplete the prerequisites. Create an bject T create a new bject, see Creating a custdian bject n page 217. When yu create yur bject, make sure t cnfigure the fllwing fields crrectly: Name - The name f yur bject appears as a tab n yur screen. Cnsider naming yur dmain parsing bject Dmain fr ease f use. Parent Object Type - This shuld remain the default f Wrkspace. Enable Snapsht Auditing On Delete - This shuld remain the default f Yes. Create a field T create a new field t hld the data cnnected t yur bject, see Creating and editing fields n page 47. When yu create the field, make sure t cnfigure the fllwing fields crrectly: Object Type - Dcument. Name - Cnsider naming this field Recipient Dmain fr ease f use; hwever, yu can use whatever name yu like. Field Type - Multiple Object. Create a saved search Assciative Object Type - Select the Object yu just created (Dmain). T create a saved search, see Creating a saved search in the Searching guide. Relativity Admin Guide - 313

314 This saved search cntains the dcuments yu want t extract the data frm. When yu create the saved search, select dcuments fr which the authr field is set Creating a dmain parsing transfrm set T create a dmain parsing transfrm set, fllw these steps: 1. Click the Transfrm Sets tab. 2. Click New Transfrm Set. 3. Cmplete the fields n the frm. See Fields belw. 4. Click Save Fields The dmain parsing transfrm set cntains the fllwing fields: Name - the name f the Transfrm Set. Data Surce - the saved search n which the transfrm will run. Select the newly created saved search. Handler - the handler n which the transfrm will run. Chse Dmain Parsing. Status - the status f the jb after it has been run. The pssible chices fr this field include: Pending Prcessing Cmpleted Cmpleted with Errrs Stpped by User Last Run Errr - lists the last errr encuntered if the jb was cmpleted with errrs Adding a transfrm T add a transfrm t the dmain parsing transfrm set, fllw these steps: 1. Click New n the transfrm yu just created. The Add Transfrm windw appears. 2. Fill ut the fields n the frm. See Fields belw. 3. Click Save Fields The Add Transfrm windw cntains the fllwing fields: Transfrm Set - autmatically ppulates with the transfrm set yu created. Name - the name f the transfrm yu are adding. Surce Field - the field that hlds the data t be prcessed. Yu can chse any field: T, Frm, CC, BCC, etc. A ppup picker displays all fields that yu have rights t see, as well as the bject type, field name, and field type. The transfrm can nly be saved if this field is a Dcument bject f fixed Relativity Admin Guide - 314

315 length type r lng text field type. The surce field must be a standard text field. N identifier, assciative, relatinal, r system fields can be used. Destinatin Field - the field that hlds the results f the prcess. Chse the field yu created abve (Recipient Dmain). Nte: If yu use a Destinatin Field that is tied t an existing bject, yu'll verwrite the field. Yu wn't be able t add the results f new recrds withut verwriting the existing data Running the transfrm set After yu create the dmain parsing transfrm set and add a transfrm t it, yu can run the transfrm set. T run yur transfrm, click Start Transfrm: Full frm the cnsle. The cnsle cntains the fllwing ptins: Start Transfrm: Full - wipes ut all cntent in the Destinatin field and runs all transfrms. A cnfirmatin message states, "Perfrming a full run will erase all cntent in the selected destinatin field(s). Are yu sure?" This is available when: There is at least ne transfrm. There is n active jb. Start Transfrm: Incremental - runs the transfrm set n all dcuments that have nt yet been run. N values are deleted. This is available when: There is at least ne transfrm. There is n active jb. At least ne dcument has gne thrugh the transfrm prcess. Stp Transfrm - active when a run has been submitted and is still running. This allws yu t stp the prcess. Relativity Admin Guide - 315

316 Retry Errrs - attempts t re-run dcuments cntaining errrs.this is available when: There is at least ne dcument in errr state. There is n active jb. Shw Errrs - shws the dcuments cntaining errrs. This is available when at least ne dcument is in errr state. Refresh Page - refreshes the page t see the current prcessing status.when the transfrm set runs, it ges thrugh surce fields, finds addresses, and extracts the dmains. When the transfrm set finishes running, the Status field in the Transfrm Set Infrmatin sectin updates t Cmpleted, and the dmain results appear n the page. Cnsider the fllwing when reviewing yur returned dmains: All utput characters are lwer case. If n text exists in the surce field, nthing will be written t the destinatin field. If the text is unidentifiable in the surce field, nthing will be written t the destinatin field. If mre than ne dmain is in a field, mre than ne dmain will be cnnected t the dcument Cnversatin index parsing Cnversatin index parsing is a Relativity-defined handler that parses the Micrsft Exchange field Cnversatin Index t grup all replies and frwards in an cnversatin Prerequisites Prir t creating a new transfrm set fr cnversatin index parsing, yu need t create a new field t hld the data and a saved search frm which t extract the data. Use the fllwing sectins t cmplete the prerequisites. Create a field T create a new field, see Creating and editing fields n page 47. When yu create the field, make sure t cnfigure the fllwing fields crrectly: Object Type - Dcument. Name - Cnsider naming this field Relatinal fr ease f use; hwever, yu can use whatever name yu like. Create a saved search T create a saved search, see Creating a saved search in the Searching guide. Relativity Admin Guide - 316

317 This saved search shuld cntain all dcuments that have the Cnversatin Index field ppulated Creating a cnversatin index transfrm set T create a cnversatin index transfrm set, fllw these steps: 1. Click the Transfrm Sets tab. 2. Click New Transfrm Set. 3. Cmplete the fields n the frm. See Fields belw. 4. Click Save Fields The cnversatin index transfrm set cntains the fllwing fields: Name - the name f the Transfrm Set. Data Surce - the saved search n which the transfrm will run. Select the newly created saved search. Handler - the handler n which the transfrm will run. Chse Cnversatin Index Parsing. Status - the status f the jb after it has been run. The pssible chices fr this field include: Pending Prcessing Cmpleted Cmpleted with Errrs Stpped by User Last Run Errr - lists the last errr encuntered if the jb was cmpleted with errrs Adding a transfrm T add a transfrm t the cnversatin index parsing transfrm set, fllw these steps: 1. Click New n the transfrm yu just created. The Add Transfrm windw appears. 2. Fill ut the fields n the frm. See Fields n page Click Save Fields The Add Transfrm windw cntains the fllwing fields: Transfrm Set - autmatically ppulates with the transfrm set yu just created. Name - the name f the transfrm yu're adding. Surce Field - the field that hlds the data t be prcessed. Chse Cnversatin Index. Destinatin Field - the field that hlds the results f the prcess. Chse the field yu created abve (Relatinal). Relativity Admin Guide - 317

318 Nte: Nn- items in yur database wn't have a cnversatin ID. The transfrm prcess wn't fill the destinatin field fr these items Running the transfrm set After yu create the cnversatin index transfrm set and add a transfrm t it, yu can run the transfrm set. Yu run the transfrm by clicking Start Transfrm: Full in the cnsle. When the run finishes, yu can view the results in the destinatin field yu specified while creating the transfrm set. This screensht shws a Cnversatin Parse view that includes the Cnversatin Index and Cnversatin Index Relatinal fields: Nte that the destinatin field, Cnversatin Index Relatinal, cntains the first 44 characters f the Cnversatin Index. This character cunt is based n Micrsft's cnversatin tracking settings. Nte: Fr mre infrmatin n hw Micrsft's cnversatin tracking technlgy wrks, see 41 Users Users are individuals wh have access t the Relativity envirnment. Yu create users and add them t grups, which are then assciated with wrkspaces. Users are als directly assciated t clients. This diagram illustrates hw clients, grups, and wrkspaces relate t users. Relativity Admin Guide - 318

319 41.1 User status Yu can view infrmatin abut users currently lgged in t Relativity frm the User Status tab, which is available in bth Admin and Wrkspaces mdes. The mde determines the functinality and infrmatin available n the User Status tab as fllws: Admin Mde - The tab lists users currently lgged in t Relativity. In this mde, yu can send web page messages and messages t users listed n the tab. Yu can als frce the lg ut f these users frm the system. Wrkspaces Mde - The tab lists the subset f users accessing the current wrkspace. In this mde, yu can send web page messages and messages t users listed n the tab Creating and editing a user T create a new user, fllw this prcedure: 1. Click the Users tab in Admin mde. 2. Click New User. T edit an existing user, click the Edit link next t the user's name. 3. Cmplete the fields n the frm. See Fields belw. 4. Click Save Fields User Infrmatin fields First Name - the user s first name. This field must be between 1 and 50 characters. Last Name - the user s last name. This field must be between 1 and 50 characters. The system displays a user as <last name>, <first name>. Address - the user s address. While the system wn't validate this infrmatin, yu must enter it in the fllwing frmat: name@dmain.extensin. This is useful in tasks. Type - the user type. The default values are internal r external, but yu can add any type value. Type is fr reference purpses nly and has n impact n access r billing. Client - the client assciated with the user. Click t select frm available clients. Nte: Items n the selected client list are set by a system view. It's pssible yu'll see nly a sub-set f items. Fr mre infrmatin n editing system views, see User ptins n page 18. Relativity Access - a drp-dwn that allws yu t cntrl the user s access t Relativity. Enabled - the default value. Enabled users are allwed t lg in t Relativity and are cnsidered fr billing under yur Relativity license. Disabled - users are nt allwed t access Relativity and wn't be cunted r billed as named users n yur Relativity license. When Relativity is first deplyed, the system sets the Relativity Access field fr existing users using the fllwing criteria. A System Administratr can change a user's access at any time. Relativity Admin Guide - 319

320 If a user is in a grup with rights t a wrkspace, their Relativity Access is set t Enabled. If a user is nt in a grup with rights t a wrkspace, their Relativity Access is set t Disabled. Dcument Skip - cntrls whether r nt the user has the ability t skip dcuments during review that n lnger meet the riginal cnditins f a view due t prpagatin. See Dcument skip n page 42. The available ptins are: Enabled - enables the Skip functin. Disabled - disables the Skip functin. Frce Enabled - always enables the Skip functin s that the usercan't turn it ff. (This ptin is nly available fr System Administratrs.) Authenticatin Data - Yu can cnfigure a user accunt with ne f these authenticatin methds: Relativity tw-factr authenticatin - Relativity includes the fllwing ptins fr tw-factr authenticatin: Send cde - After validating the user name and passwrd, this authenticatin methd sends a passcde t the default address listed in the Address bx r t anther ptinal address. Yu can als send the passcde as a text message t a phne using an SMS gateway. The passcde is valid fr nly five minutes after the user clicks Lg In. If the passcde r passwrd is entered incrrectly, r the passcde expires, the user will need t lg in again. T activate this feature, enter sendcde:<ptinal address r @yur-SMS-gateway> in the Authenticatin Data bx. Trusted IP r send cde - When the IP address f the user is validated against a trusted IP address r range f addresses, the user is authenticated t Relativity. The user is nly sent a passcde as described fr send cde authenticatin when the IP address desn't match an IP address r range f addresses listed in the Trusted IPs bx. T activate this feature, enter trustediprsendcde:<ptinal address r @yur-SMSgateway> in the Authenticatin Data bx. Fr mre infrmatin, see the Trusted IPs field. Nte: Yu must have an SMTP server t use send cde r trusted IP r send cde authenticatin. In the Cnfiguratin Table, yu can update the Authenticatin Frm setting t display a custm address in the Frm field f the sent t users. Fr mre infrmatin, see the Cnfiguratin Table Guide. RSA tw-factr authenticatin - This authenticatin methd uses a prprietary security slutin called RSA SecurID. T activate this feature, enter RSA:< RSA lgin name >in the Authenticatin Data bx. If the RSA name is an address, then use the frmat: RSA:< address>. Fr mre infrmatin, see the RSA Integratin guide. Client SSL authenticatin - This authenticatin methd references the Certificate Authrity that issues certificates expected by a web server. T activate this feature, enter clientsslcertificatin:<issuercn> in the Authenticatin Data bx. Fr mre infrmatin, see the Client SSL Integratin guide. Active Directry (mixed) authenticatin - Yu can use the lgin infrmatin established in Windws t authenticate users. Fr infrmatin abut linking Relativity and Windws user accunts, see the Mixed Authenticatin Setup guide r cntact Client Services at Relativity Admin Guide - 320

321 Nte: Yu can als set the authenticatin data t ad:dmain\user as described fr Active Directry authenticatin. Active Directry authenticatin - This authenticatin methd prvides the user with the ability t lg in thrugh Active Directry frm any client, including mbile devices. It requires the use f Frms Authenticatin mde. Nte: When yu activate Active Directry authenticatin, Relativity initially attempts t authenticate the user with Active Directry (mixed) authenticatin. It nly authenticates the user against the Active Directry server when Active Directry (mixed) authenticatin is unavailable. T activate this feature, enter the user s infrmatin in ne f fllwing frmats. Dn't add spaces t any f these frmats. ad:<dmain\username> - The ad: tken is appended with the dmain and user name. ad:<username@ .cm> - The ad: tken is appended with the user name fllwed by sign and the dmain. (This entry is parsed as .cm\username, where .- cm indicates the dmain.) ad: - When nly the ad: tken is entered, the default address listed in the Address bx is used. (This entry is parsed as .cm\username, where .cm indicates the dmain.) Users must supply their Active Directry passwrd when they lg in t Relativity. Trusted IPs - Set a trusted IP address fr users. If a user attempts t lg in frm an unauthrized IP address, authenticatin will fail. Enter an IP address in the fllwing frmat "###.###.###.###". Yu can enter multiple IP addresses. Separate each address with a carriage return. Wildcards and netwrk address range frmatting ptins are supprted. Examples: * matches zer r mre characters * # matches any single digit ## [start-end] matches range f digits [0-255] 16 bit mask: /16 same as / netwrk address range: bit mask: /24 same as / netwrk address range: bit mask: /25 same as / netwrk address range: Nte: The 16-, 24-, and 25-bit masks are used fr private netwrks. Relativity Admin Guide - 321

322 Beta User - Use nly when instructed by kcura Client Services. They will infrm yu hw t use this field. Change Settings - Allws users withut system administratr rights t change their settings depending n whether the drp-dwn is enable r disabled. First name Last name address Item list page length Default selected file type Advanced search default Enable r disable Native Viewer Cache Ahead Change Passwrd - Allws users withut system administratr rights t change their passwrd depending n whether the drp-dwn is enable r disabled. By default, this is enabled n a New User frm. Fr mre infrmatin, see the Cnfiguratin Table guide. Maximum Passwrd Age - Designates the number f days a passwrd remains valid. If yu enter 0 r n value, the passwrd never expires. If yu enter a whle number, such as 5, the passwrd expires five days frm the time the passwrd is set. The cnfiguratin table value drives the default. Fr mre infrmatin, see the Cnfiguratin Table guide. When yu set a passwrd t expire, the cunter starts when a passwrd is set and restarts when the passwrd is reset. Keybard Shrtcuts - Chse a default setting fr the keybard shrtcuts icn in the cre reviewer interface. This prperty is set t Enabled by default. Enable r disable by tggling the icn frm the clr versin t the gray versin. User Lgin Details fields Invalid Lgin Attempts - a system field that increments every time a user attempts t lg in with the crrect username but using an incrrect passwrd. When the user reaches the maximum number f Relativity failed lgin attempts, the system lcks the user ut f Relativity. Lgging in successfully will reset the cunt. If the accunt becmes lcked, resetting the user s passwrd will unlck the accunt. Yu can set the maximum number f failed attempts in the envirnment cnfiguratin, utside f Relativity s web interface. Fr mre infrmatin, see the Cnfiguratin Table guide. Passwrd Expires - a read-nly field that displays the number f days until the user s passwrd expires. User Settings fields Item List Page Length - a numeric field indicating the default list length fr all views in Relativity. Yu can set it frm 1 t 200. Relativity Admin Guide - 322

323 Default Selected File Type - the default viewer mde: Viewer Native Image Lng Text Prductin Skip Default Preference Skip - advances a user t the next dcument in the queue that matches the defined view cnditins when the user clicks Save and Next. Nrmal - allws dcument review t perate nrmally, displaying all dcuments in the queue. Enfrce Viewer Cmpatibility - prvides yu with the ability t cntrl when users are required t dwnlad a new versin f the viewer. Yu can select ne f the fllwing ptins: Yes - frces an upgrade f the viewer based n specific versining criteria determined by settings in the Relativity Cnfiguratin Table. These cnfiguratin settings cntrl upgrade behavir acrss yur Relativity envirnment. By default, Enfrce Viewer Cmpatibility is set t Yes. In the Relativity Cnfiguratin Table, yu can set FrceWebClientManagerUpgrade and WebClientValidateAssemblyVersin t cntrl upgrade requirements. Fr mre infrmatin, see the Cnfiguratin Table guide. N - frces an upgrade f the viewer nly when majr versins f Relativity are released. Yu may want t select this ptin when creating users wh will be wrking in multiple Relativity envirnments that have different minr versins installed. It prevents them frm having t upgrade the viewer as they switch between envirnments. T avid upgrading, the Enfrce Viewer Cmpatibility ptin must be set t N in each f the envirnments accessed by these users. Advanced Search Public by Default drives the user's default search wner value. The prperty s default value is cnfigurable n a system level. See the Cnfiguratin Table guide fr details. Native Viewer Cache Ahead - if enabled, pre-lads the next native dcument in the review queue nce the active dcument is laded. Nte: T utilize Native Viewer Cache Ahead, yu must have versin 5.04 r greater f the viewer running n yur cmputer. If this applicatin isn't wrking prperly, uninstall and reinstall yur viewer t ensure cmpatibility. Data Fcus - determines the user's default wrkspace view. Data Fcus remves the wrkspace name frm the tp f the windw. Set Passwrd fields Passwrd - used t designate the required actin n the user s passwrd. The chices are: Use current passwrd - makes n changes t the current passwrd. This is the default value when users are being edited, but it is nt available when creating a new user. If this value is selected, the Send new passwrd, New passwrd, and Retype passwrd fields are disabled. Relativity Admin Guide - 323

324 Aut-generate passwrd - creates a new, Relativity-valid passwrd. The default length f this field is 8 characters, thugh it can be cnfigured n a system level. The maximum passwrd length f 50 characters can't be recnfigured. Fr mre infrmatin, refer t the Relativity Cnfiguratin table guide. If this value is selected, the Send New Passwrd field is required. If this value is selected, the New passwrd and Retype passwrd fields are disabled. Manually set passwrd - allws yu t type a specific passwrd. Relativity requires that each passwrd des nt exceed 50 characters, but cntains at least 8 characters, including: 1 lwercase letter, 1 uppercase letter, 1 number, and 1 nnalphanumeric character. If this value is selected, all ptins shuld be available, and the fllwing fields shuld be required: User must change passwrd n next lgin - allws yu t chse whether the user must reset their passwrd the next time they lg in t Relativity. If the checkbx isn't selected, the current passwrd remains valid fr the designated perid If the checkbx is selected, the user will be frced t reset their passwrd the next time they lg in. New Passwrd - used t enter the user s new passwrd. This field is nly available if Manually Set Passwrd is selected. Retype Passwrd - used t enter and verify the user s new passwrd. This field is nly available if Manually Set Passwrd is selected. Send new passwrd t - allws the user s new passwrd t be sent t ne f the fllwing: Me ( ) - sends an t the lgged in user The message appearing in this ptin can be cnfigured n a system level. Fr mre infrmatin, see the Relativity Cnfiguratin table guide. This user ( ) - sends an t the user n the frm The message appearing in this ptin can be cnfigured n a system level. Fr mre infrmatin, see the Relativity Cnfiguratin table guide. Ppup - sends the username and generated passwrd t a pp-up bx. The pp-up will launch when this ptin is selected. This ptin is nly available if Aut-generate Passwrd is selected Resetting user passwrds There are several ways t reset a user's passwrd in Relativity. As an administratr, yu can reset users' passwrds fr them. Alternatively, if yu give users permissin, they can reset their passwrds themselves withut having t cntact an administratr. User-cntrlled passwrd resets belw Administratr-cntrlled passwrd resets n page User-cntrlled passwrd resets If users are lgged in t Relativity, they can reset passwrds themselves using the Reset Passwrd ptin in the mde drp-dwn. Relativity Admin Guide - 324

325 Outside Relativity, users can generate a passwrd reset request using the Frgt yur passwrd? link n the lgin screen. By default, users can't see this link. T allw them t see the link, set the ShwFrgtPasswrdLink cnfiguratin value t True in the cnfiguratin table. Yu can determine hw many passwrd reset s a user can receive by setting the PasswrdResetRequestLimit value. Nte: System administratrs can't reset their passwrds using the Frgt yur passwrd? link. All user actins during the passwrd reset prcess are audited. As an administratr, yu can view the audit recrds using a Relativity library script. See the Frgtten Passwrd Reset Audit script guide fr details Viewing audit recrds fr user-cntrlled passwrd resets Fr a detailed audit recrd, yu can run the Frgtten Passwrd Reset Audit script guide frm the Relativity Script Library. See the Scripts guide fr steps t run a script. This script utput displays details abut each actin in the peratin. There are several situatins in which users can't reset their wn passwrds. In each case, the user receives an saying that there is an issue with the accunt. Yu can identify the issue using the message displayed in the Details clumn. Situatin The user's accunt is lcked. The user's passwrd has expired. The user desn't have permissin t change the passwrd. The user's accunt has been dis- Details clumn message The request is invalid because the user's accunt is lcked. An has been sent t the user. The request is invalid because the user's passwrd has expired. An has been sent t the user. The request is invalid because the user desn't have permissin t change the passwrd. An has been sent t the user. The request is invalid because the user's accunt is disabled. An has Relativity Admin Guide - 325

326 Situatin abled. The user is in the System Administratrs grup. There is an unidentified issue with the user's accunt. Details clumn message been sent t the user. The request is invalid because the user is in the System Administratr's grup. The request is invalid because there is an issue with the user's accunt. An has been sent t the user Administratr-cntrlled passwrd resets T reset a user's passwrd as an administratr, fllw these steps: 1. Click the Users tab. 2. Click the Reset Passwrd link in the user's rw. The User New Passwrd frm pens. 3. Type in a new passwrd and cnfirm the passwrd. 4. Click Save. Nte: Yu can edit the cnfiguratin value MassPasswrdHistry t ensure that users can't reuse previus passwrds. Fr example, if yu change this value frm 0 t 5, users can't reuse any f their five previusly used passwrds when resetting their current passwrd Viewing user audit recrds Use the View Audit functin t view a user's audited actins. T access the audit recrds, select the Users tab and click the name f a user. Then click View Audit. The user's histry displays in a new windw. Relativity Admin Guide - 326

327 The fllwing clumns display: User Name - The name f the Relativity user wh perfrmed the actin. Actin - The actin that was perfrmed. Timestamp - The date and time that the actin was perfrmed Sending messages t users In bth Admin and Wrkspace mdes, yu can send web page messages t ne r mre users with the mass send message feature. Use the fllwing steps t send a message: 1. Open the User Status tab in either Wrkspace r Admin mde. 2. Select the checkbx next t the names f the users yu want t send a message t. 3. At the bttm f the page, select Send Message frm the drp-dwn, and click G. The Webpage Dialg appears. 4. Enter yur message in the Message field, and click Send Messsage. The users yu selected receive a web page message immediately. Yu can als send an message t a single recipient by clicking the address link. Yur native applicatin pens, and yu can enter the text f yur message. Yu're identified as the sender f the message based n yur lgin infrmatin Frcing users t lg ut In Admin mde, yu can frce users t lg ut f Relativity frm the User Status tab. Nte: Any unsaved changes users made is lst when yu use the Frce Lg Out ptin t terminate their sessins. Use the fllwing steps t lg users ut: 1. Open the User Status tab in Admin mde. 2. Select the checkbx next t the names f users yu want t lg ut. 3. At the bttm f the page, select Frce Lg Out frm the drp-dwn, and click G. 4. Click OK n the cnfirmatin message. Relativity immediately lgs ut the users yu selected. Relativity Admin Guide - 327

328 42 Views Views are custmizable lists f items in Relativity. This diagram illustrates the relatinship between views and ther Relativity bjects. Views are effectively special saved queries that cntrl three things: The items displayed n the list, based n a set f criteria The fields f infrmatin displayed fr the returned items The srt rder f the returned items Each view crrespnds t a Relativity bject. Fr instance, t create a custm list f dcuments t display in the Dcuments tab, yu must create a dcument view. When yu create a view, yu can set cnditins s that nly bjects that meet certain criteria appear in the view. This allws yu t limit the items that appear. Hwever, yu shuldn't rely n views t cntrl security. If yu need t prevent users frm viewing an item, yu must set the apprpriate security permissins fr that item. See Security permissins n page Wrkspace mde system views There are several wrkspace system views. These views display lists f items in special lcatins thrughut the wrkspace. Yu can find a list f system views n the Views tab by filtering fr Visible is N. They include: <Relatinal Field Friendly Name> - cntrls which fields appear in the related items pane fr relatinal Relativity Admin Guide - 328

329 field grups. Cmmn examples include: Family dcuments - cntrls which fields appear in the related items pane when viewing family grups. Duplicate dcuments - cntrls which fields appear in the related items pane when viewing duplicate grups. Search Results Pane view - cntrls which fields are visible in the related items pane when yu rightclick in the viewer t run a Relativity Analytics search fr similar dcuments. Histry Pp up - cntrls which fields appear when clicking details frm the related items pane dcument histry. Prductin Dcuments - cntrls which fields are displayed fr dcuments included n a prductin details page. Include the fields yu use t qualify a dcument fr prductin in the prductin dcuments view. This allws yu t filter the list fr disqualifying field values, prviding a final QC step in the prductin prcess. Prductin Picker view - cntrls the fields displayed n the prductin picker. The prductin picker is used t mass-add dcuments t a prductin. See Mass prduce n page 144. CaseMap Fields view - cntrls which fields are included in mass-sends t CaseMap. See Send t CaseMap n page 148. Markup Histry Details - cntrls which fields appear when yu launch a dcument s histry details frm the related items pane. Default Search view - cntrls which fields are returned, by default, n an advanced r saved search. Yu can always include additinal fields frm the advanced r saved search field selectr. This view als cntrls the srt rder f these fields as well. See Creating a saved search in the Searching guide. Linked - cntrls which fields are shwn in the pp-up allwing yu t link t a dcument in the viewer. Link Pane view - cntrls which fields are shwn in the related items pane shwing the linked dcuments. Batch Set Batches - cntrls which fields are shwn fr the list f batches displayed at the bttm f the Batch Sets tab. Dcument Batches (Default) - cntrls the pp-up fr searching batches n a view r an advanced r saved search. Nte: Fr mre infrmatin n searching with Batch fields as search cnditins, see Batch field as search cnditins in the Searching guide Admin mde system views Any time yu see a list f items in Relativity, it's a view. There are a number f Admin mde system views, including page detail views and pickers. Page detail views: MattersOnClientPage - cntrls which linked matters fields are displayed n the client details page. UsersOnClientPage - cntrls which linked users fields are displayed n the client details page. UserViewRenderer - cntrls which users fields are displayed n the grup details page. GrupViewRenderer - cntrls which grup fields are displayed n the user details page. Relativity Admin Guide - 329

330 Pickers: ClientsOnPicker - cntrls which client fields are displayed when selecting a client n the picker. The client picker is available frm the new matter r new user frm. UsersOnPicker - cntrls which user fields are displayed when adding a user t a grup. The user picker is available frm the grup details page. GrupsOnPicker - cntrls which grup fields are displayed when adding grups fr a user. The grup picker is available frm the user details page. WrkspacesOnPicker - cntrls which wrkspace fields are displayed when selecting a template wrkspace n the new wrkspace frm. MattersOnPicker - cntrls which matter fields are displayed when selecting a matter n the new wrkspace frm. Pickers have special restricting functinality within Relativity. Yu can use picker views criteria t cntrl which items are available n the picker. Fr example, yu can set up Relativity s that nly clients with an active status are available fr linking t users and matters. T accmplish this, edit the criteria fr the ClientsOnPicker view t include status = active. Fr mre infrmatin n editing Admin mde system views, see Editing view infrmatin n page Creating a view Creating a view requires yu t navigate thrugh a fur-step wizard. T create a view: 1. Navigate t the tab where yu want t create a view. 2. Click. 3. Cmplete the fields n the frm. The fields fr creating a new view are separated int fur steps. Click Next after yu cmplete each step. See the fllwing sectins t learn abut each step's fields. Step 1: Basic Infrmatin belw Step 2: Fields n the next page Step 3: Cnditins n page 333 Step 4: Srt n page Click Save Basic Infrmatin Owner - sets the user(s) wh can see the view. If the wner is set t Public, all users with rights t the view are able t see it. If the wner is set t a specific reviewer, the view is visible t nly that reviewer. Clicking Me assigns the view t the lgged in user. View Infrmatin Name - the title f the view. Order - sets where the view appears within the view drp-dwn list. Items that share the same value are srted in alphanumeric rder. Order can be any integer (psitive r negative). N decimals are allwed. Relativity Admin Guide - 330

331 The default rder is Nte: It s always a gd idea t rder by 10's, starting with 10, then 20, then 30, etc. Numbering in grups f 10 allws yu t insert an item int any psitin later in the wrkspace, withut the need t rerder all items. Visible in Drpdwn - makes the view available in the selected bject type's tab. Advanced Settings Object Type - is the type f view yu're creating. The fllwing ptins are available: Batch - makes a list f batches, which appears n the Review Batch tab. Batch set - makes a list f batch sets, which appears n the Batch Set tab. Chice - makes a list f chices, which appears n the Chices tab. See Chices n page 36. Dcument - makes a list f dcuments, which appears n the Dcuments tab. Field - makes a list f fields, which appears n the Fields tab. Histry - makes a list f audit items, which appears n the Histry tab. Layut - makes a list f layuts, which appears n the Layuts tab. Markup Set - makes a list f markup sets, which appears n the Markup Sets tab. Object Type - makes a list f bject types, which appears n the Object Type tab. Prductin - makes a list f prductins, which appears n the Prductins tab. Reprt - makes a list f summary reprts, which appears n the Summary Reprts tab. Search Terms Result - makes a list f search results, which appears n the Search Term Results tab. Tab - makes a list f tabs, which appears n the Tabs tab. Transfrm Set - makes a list f transfrms, which appears n the Transfrm Sets tab. View - makes a list f all wrkspace views, which appears n the Views tab. Nte: Object Type can be tricky when yu re first getting started. A gd way t determine the crrect bject type is t ask yurself What d I want t make a list f? The answer is yur bject type. Visualizatin Type - either displays items in the standard frmat r as indented lists fr cnversatin visualizatin. See Indented lists n page 96. Nte that while editing Dcument Views available in the Related Items pane, the Visualizatin Type prperty appears. This prperty is nly editable n system-created views assciated with Relatinal Fields. Otherwise this field is set t Standard List and is read-nly. When editable, this field ffers an additinal ptin Indented List. This allws yu set up an Indented List in the Related Items pane. Relativity Applicatins - allws yu t assciate this view with an applicatin created in the Applicatins tab. See Relativity Applicatins n page 25. Click t select an existing applicatin. This is nly available fr thse wh have the Manage Relativity Applicatins permissin under Admin Operatins. Query Hint - used t ptimize views. Only use the query hint if instructed by the kcura Client Services team. Currently, yu can use Hashjin:(true/false) r Maxdrp:(x) t ppulate the field Fields The secnd step f the wizard allws yu t select the fields that appear n yur view. Relativity Admin Guide - 331

332 All ptentially available fields appear in the left bx, Available Fields. Mve any fields yu want in yur view t the right bx, Selected Fields. Yu can mve fields between bxes by: Duble-clicking the field name Using the arrws between the bxes Hlding Shift and click r drag t select a range f items, which yu can then mve using the arrws In the Available Fields bx, fields appear in alphanumeric rder. If yu mve a field back t available fields frm selected fields, it mves t the bttm f the list. Chse the fields fr yur view carefully, and avid adding lng text fields. Depending n the field type, yu're able t get nly a few fields visible n the screen. Select nly thse fields a user will need t see, filter n, r srt by. There are several special system fields unique t views that yu can add t a view: Edit - a hyperlinked field that pens the item in edit frmat. File icn - unique t dcument views and displays an icn representing the dcument s Relativity native file type. Security - a hyperlinked field that pens the item s security cnsle. In the Selected Fields bx, fields are rdered accrding t their psitin in the selected fields bx. The tpmst fields in the bx are the leftmst field n the view. The bttmmst fields in the bx are the rightmst field n the view. T rerder the fields, use the up and dwn arrws t the right f the selected fields bx. There are fur buttns at the tp f the wizard: Relativity Admin Guide - 332

333 Cancel abrts the creatin f the view. N infrmatin entered in the wizard is saved. Back takes yu back t the previus step f the wizard. Next saves the infrmatin n the frm and takes yu t the next step f the wizard. Save recrds the infrmatin n the frm and cmpletes the creatin f the view Cnditins The third step f the wizard allws yu t determine which items are returned in yur view. A field cnditin can cntain up t 4,000 characters. When the item list fr the view lads slwly due t a lng running query, a message bx is displayed with a Cancel Request link. This link is available when yu perfrm ther actins n item lists cntaining dcuments r Dynamic Objects that initiate a query in the backgrund, as well as when yu perfrm searches, filter, r srt n these bjects. Nte: The Set Cnditins sectin is similar t the Cnditins sectin in saved searches. Fr mre infrmatin n the available ptins, see Saved search in the Searching guide. Each rw f the cnditins builder represents a separate criterin. Each bx f the rw represents a different part f the criterin. The first bx, Criteria, allws yu t select a single, duble r triple parentheses. This allws cmplex levels f gruping between different criteria and is nly available when yu have mre than ne rw. The secnd bx, Field, allws yu t select any available field in yur wrkspace. The types f fields present will differ based n the type f view yu are creating. The third bx, Operatr, allws yu t select yur search peratr. Available peratrs differ depending n the type f field being searched. The furth bx, Value, allws yu t select the value t be searched. Nte: With date-based fields, yu can as the value instead f chsing a date. The fifth bx allws yu t clse any parentheses pened in the first bx. The sixth bx and last bx allws yu t cnnect each criterin with an AND r OR peratr. Relativity Admin Guide - 333

334 Depending n the field type and peratr, yu can chse the value(s) frm a ppup picker. A ppup picker is available fr selecting chices and bjects that prvide the fllwing peratrs: Any f these Nne f these All f these (nly fr multi-bject fields) Nt all f these (nly fr multi-bject fields) When yu click next t any f these peratrs, the fllwing windw appears: Check any item in the Available Items list at the tp and clicking the Add buttn will put that item int the Selected Items list belw. Clicking the Set buttn will add the Selected Item as a cnditin in the view. Likewise, check any item in the Selected Items list and clicking Remve will place the item back int the Available Items list. Clicking Set then remves the item frm the view cnditin. Nte that this Available Items ppup picker is als available when setting advanced search cnditins and when perfrming a mass edit. See Mass edit n page 138. There are tw additinal buttns n the frm: View Order - pens a pp-up that displays the rder f existing items t determine where the new item shuld display. Add Cnditins - displays a new cnditins rw where additinal cnditins can be set Srt The furth and final step f the wizard allws yu t define the default srt rder f the view. If yu dn't select a srt criterin, the view srts by artifact ID. Users are able t temprarily srt the view by any field included n the view. Relativity Admin Guide - 334

335 Each rw represents a srt criterin. The first clumn allws yu t select the desired srt field. The secnd clumn sets whether the srt shuld run ascending r descending. The srts are applied in nested rder Editing view infrmatin Yu can edit views in tw ways: Open the view that yu want t change, then click the in the view bar, and then mve thrugh the fur-step wizard. In the Views tab in Wrkspaces mde, click Edit next t the desired view. Mve thrugh the fur-step wizard. Yu can edit the items that appear in picker and page details views in the same way. Hwever, t access these system views, yu must first g t the Views tab in Admin mde. Relativity Admin Guide - 335

336 43 Viewer Relativity's viewer displays wrkspace dcuments. Yu can use the viewer menu t tggle the laded frmats f dcuments, such as native, image, extracted text, r prductin. Using the viewer, yu can cntrl the frm f dcument that displays in the interface. If a dcument hasn't been imaged, yu can image dcuments n the fly in the viewer. If yu dn't see a frm f the dcument in the menu, it either hasn't been laded t the wrkspace r yu dn't have permissin t see it. Fr infrmatin n wrking with transcripts in the viewer, see Transcripts n page Viewer tlbars The viewer tlbars include the fllwing ptins and icns: Dcument view selectr ptins The dcument view selectr tlbar cntains the fllwing ptins and features: Viewer - pens the dcument using the Relativity native file viewer. It prvides a quick print versin that shws hw the file wuld lk in its native applicatin. Native - pens dcument with the native dcument applicatin in the brwser, if the native applicatin is installed. This ptin is present nly if a native dcument has been laded. Depending n yur permissins, yu may nt see this ptin. Image - displays a TIFF r JPEG versin f the dcument. Yu can highlight and redact images in this mde. It's available nly if an image has been laded r created. Lng-Text Mde - displays a drp-dwn menu f extracted text and all lng-text fields that have been made available in the viewer n the field edit/creatin page. See Creating and editing fields n page 47. Nte: The drp-dwn menu wn't display lng-text fields that are empty fr the current dcument r thse yu dn't have permissins t. Prductins - cntains all f the dcument's prduced instances. This view displays the dcument's saved prductin states, where yu can see hw the dcument was prduced. It's available nly if the dcument has been included in a prductin. Image Prfile - displays a drp-dwn menu f all imaging prfiles that yu have permissins t use. Imaging prfiles include frmat settings fr creating TIFF r JPEG images fr a dcument. Cntact yur Relativity administratr fr infrmatin abut available custm prfiles. Image buttn - after yu select an image prfile, click the Image buttn t create a dcument image n the fly. See Imaging n the fly n page 338. Delete Images buttn - click t delete an existing dcument image. Relativity Admin Guide - 336

337 Viewer and Extracted Text icns The viewer cntains the fllwing icns: Shw/hide persistent highlight sets - displays r hides a panel cntaining all persistent highlight sets in the wrkspace. Zm ut and in - zms ut and in n the current dcument with a 10 percent t 300 percent range. Reset zm - resets the zm functin t 100 percent. Find previus and next - searches fr terms in the current dcument and navigates thrugh the hits. Draft/Nrmal/Preview display mdes - drp-dwn menu fr different viewer display mdes. Nte: Draft mde desn't render any embedded bjects, including attachments, graphics, graphic brders, r table brders. Fit t windw width - fits the dcument t the windw. This functin is nly available in the preview mde. Print - prints the current dcument. Shw/hide hidden cells - displays r hides all hidden cells in a Micrsft Excel spreadsheet. This functinality is nly available fr Excel files and desn't wrk n imaged dcuments because Relativity nly images unhidden cells. Set markup visibility - displays, hides, r renders transparent all redactins r highlights in the dcument. G t next/previus highlight - mves thrugh previus highlighted terms in the dcument. Abut - displays the Relativity Web Client and Outside In versins.the icn is red if a versin is ut f date Image icns The viewer displays the fllwing icns fr the image versin f the dcument: Zm - zm in and ut f current dcument with a 10 percent t 2000 percent range. Fit ptins - Fit actual resizes t 100 percent, Fit width resizes t the width f the page, and Fit page resizes t the height f the page. Relativity Admin Guide - 337

338 Rtate all dcument pages clckwise - rtates all pages in a dcument clckwise 90 degrees. Rtate current page clckwise - rtates the current page clckwise 90 degrees. Print - prints the current dcument. If yu have permissins, yu can select whether t print highlights and redactins and whether they shuld be nrmal r transparent. These ptins are autmatically ppulated based n the current markup visibility. Selectr - select within a dcument. Highlight - highlights selected text. Select the highlight clr yu want frm the drp-dwn. Redact - enables single redactin tl. Select the type f redactin (black, crss, text, r white) bx t draw frm the drp-dwn. Redact - Inverse - enables inverse redactin tl. Redact - Full page - enables full-page redactin tl. Select the type f full-page redactin (black, crss, text, r white) t draw frm the drp-dwn. Mass redact - displays a ppup where yu can select which type f full-page redactin t apply and the specify the range f pages t which the redactin shuld be applied. Delete redactins and highlights - displays a ppup where yu can select which redactins and highlights t delete and specify the range f pages frm which the selected markups shuld be deleted. Change markup visibility - changes the visibility mde f the markups between full visibility, transparent and hidden. The markup visibility status displays in the lwer right crner f the viewer. Abut image viewer - displays the Relativity Web Client and Outside In versins.the icn is red if a versin is ut f date Imaging n the fly Yu can image a single dcument n the fly using the Image buttn in the viewer. Nte: The Image buttn disables if the Imaging applicatin isn't installed. Using this feature, yu can select any imaging prfile yu have permissins t view and use it t image the dcument. Relativity Admin Guide - 338

339 After imaging a dcument n the fly, yu can access thumbnail renderings f the imaged pages f the dcument. See Adding infrmatin t CaseMap n page 343. Imaging sme file frmats in the viewer can cause prblems. Cnsider the fllwing: Many PDFs render and image very well. Hwever, yu may have prblems rendering and imaging sme PDFs due t the variety f their cntent. While mst Micrsft Office dcuments render and image well, yu may experience issues when imaging dcuments with embedded files. Yu may have prblems rendering and imaging vectr-based dcuments like Visi and CAD. Fr mre infrmatin, see the Viewer-Supprted File Types guide Using the stand-alne dcument viewer T view the dcument in a separate brwser windw, click the stand-alne dcument viewer icn in the upper right f the cre reviewer interface. This pens anther viewer pane with an Unsynced designatin at the tp f the screen. This means that the stand-alne viewer isn't yet set t synchrnize with the cre reviewer interface. T synchrnize the standalne viewer with the cre viewer, click Unsynced. This switches the stand-alne viewer setting t Synced where yu can view text and images, natives, and prductins side-by-side while navigating thrugh the dcument queue. Yu can launch mre than ne stand-alne viewer per dcument. Nte: Keybard shrtcuts are available fr use in the stand-alne viewer. Fr example, if yu execute the shrtcut fr Save & Next in the stand-alne viewer, each windw perfrms the peratin and mves t the next dcument. If yu click the Return t Dcument List link, the stand-alne viewer disappears. Relativity Admin Guide - 339

340 43.4 Related items pane The related items pane is lcated at the bttm-right crner f the cre reviewer interface. Related items are custmizable grups f dcuments within a wrkspace. Cmmn examples are family grups, duplicates r similar dcuments. The related items tlbar includes the fllwing: Related items - displays a grup f dcuments related t the active dcument. Optins vary within the wrkspace. Hver ver each icn t display the name f the item. Examples include family grup, duplicates, and/r similar dcuments. Dcument histry - displays a histry f actins taken n the current dcument. Yu may nt have access t dcument histry. Nte: In the dcument histry pane, yu can click the Details link t display a pp-up with the audit histry fr the dcument. Click Run Details t display infrmatin abut dcument imaging jbs, including the name f the imaging prfile and the frmatting ptins used during mass imaging r imaging n the fly. Prductin - displays all prductins in which the dcument was included. Yu may nt have permissins t view prductin infrmatin. Linked - displays all linked recrds n the active dcument. Fr mre infrmatin n linking dcuments, see Links n page 312. Search results - displays the results f a Relativity Analytics search. See Searching verview n page 286. Batch sets - shws all the batch sets fr the active recrd. See Batches n page 31. Yu may nt have permissins t view this sectin. Use the related items pane t quickly identify dcuments related t the active dcument. Yu can als use this pane act n thse grups f related items. Fr instance, in the example f the related items pane belw, the active dcument is an , highlighted in yellw, with five attachments. Yu can select sme r all f the dcuments in the related items pane and click G. This brings up all f yur active layuts the same layuts available in the layuts pane. Using these layuts, yu can make cding decisins and apply them t the entire range f dcuments using mass editing. See Mass edit n page 138. Relativity Admin Guide - 340

341 43.5 Using the thumbnail viewer When in Image r Prductin mde, yu can access thumbnail renderings f the dcument's pages yu're currently wrking with in the cre reviewer interface. Yu can quickly scan, lcate, and delete any malfrmed r blank images within the dcument. See Deleting blank images n the next page. Any highlightsr redactins yu apply t images wn't appear in the thumbnail viewer images. See Markups n page 129. T access thumbnails while in Image mde r Prductin mde, click the Shw Thumbnails ptin belw the cre reviewer pane. The thumbnail viewer displays at the bttm f the screen. It prvides the first set f pages in the dcument frm left t right, and the Shw Thumbnails ptin changes t Hide Thumbnails. Nte: T access t the thumbnail viewer, yu must have the Admin Operatin permissin View Image Thumbnails. If yu dn't have this permissin, cntact yur administratr. Relativity Admin Guide - 341

342 Thumbnail images f pages in the dcument display in sets in the panel belw the main viewer pane. When yu click a thumbnail frm the set, the crrespnding dcument displays in full size in the view pane. The number f thumbnail images in a set is determined by the size f yur brwser windw. Resize yur brwser windw t view a different number f thumbnails per set. If the dcument cntains mre pages than can be displayed in ne set, the arrw t the right f the thumbnails turns blue and displays "Next Set." Click this arrw t advance t the next set f thumbnails. Once yu mve t the next set f thumbnails, the previusly inactive gray arrw t the left f the thumbnails turns blue and displays the text "Prev Set." Click this arrw t return t the previus set. If all the pages in the dcument are visible in ne set f thumbnails, an inactive gray arrw displays t the left and t the right Deleting blank images Yu can delete any blank images in the thumbnail viewer when viewing dcuments in Image mde. Nte: Yu can't delete thumbnails when viewing them in Prductin mde. T delete ne r mre thumbnail images: 1. Click t select a single thumbnail t delete. T select all thumbnails in the current set, click t select the first image in the set and then press SHIFT and click the last image in the set. Use CTRL and click t select tw r mre thumbnails in the set. Nte: Yu can't select mre thumbnails than thse currently displayed in the set. This highlights the thumbnail(s) and enables the Delete buttn. 2. Click Delete t remve the selected thumbnails. Relativity Admin Guide - 342

343 3. Click Yes in the prmpt t cnfirm the deletin. T delete all imaged pages, click Delete All Images in the upper right crner f the main viewer. The thumbnails aren't highlighted fr deletin, but yu'll be prmpted t cnfirm the deletin f all imaged pages in the dcument Using the thumbnail viewer slideshw Yu can als use the thumbnail viewer t play a slideshw f the thumbnail sets using the cntrls belw the viewer panel. Click Play t begin a slideshw f the thumbnail sets in the thumbnail viewer. Click Pause t pause the slideshw. If yu're in Play mde and yu click a thumbnail frm the current set, the slideshw pauses and the crrespnding dcument displays in full size in the view pane. Click Play again t cntinue advancing image sets. Thumbnails advance as a set. Using the speed cntrller, yu can adjust the speed with which the viewer advances thrugh each image in the set. The slwest speed is 3 secnds per thumbnail image; the fastest speed is 0.5 secnds. Yu can adjust the speed f the thumbnail viewer slideshw while in Play mde r Pause mde. If yu adjust the speed cntrller in Pause mde, the slideshw advances at the new speed nce yu click Play. If yu adjust the speed cntrller in Play mde, the new speed begins with the next set f thumbnails. At the end f the slideshw, the Play and Pause buttns are disabled Adding infrmatin t CaseMap Yu can capture dcuments and text in the Relativity viewer fr analysis in the CaseMap tl. Yu can then use a mass peratin t exprt the data t CaseMap. See Send t CaseMap n page 148 fr details. Nte: CaseMap is nt cmpatible with Windws Adding a dcument t CaseMap T add a dcument t a CaseMap database frm the viewer, right click the dcument and select Case Map > Add t CaseMap Linking a dcument t CaseMap Next, yu must link the dcument t CaseMap: 1. Chse the CaseMap categry fr the dcument (Dcument, Pleading, Prceeding, Research Authrity, r Other). Relativity Admin Guide - 343

344 2. Enter a Full Name fr the new dcument yu're linking t CaseMap. 3. Enter a Shrt Name fr the dcument yu're linking. 4. (Optinal) Click Advanced t Save r Save & Edit the dcument linking infrmatin yu've already entered. 5. Click OK Adding a fact t CaseMap In additin t adding a dcument t CaseMap, yu can add a highlighted text excerpt frm a dcument as a fact: 1. After highlighting the text, right click and select Case Map > Add Fact. 2. Next, yu must link the surce dcument t CaseMap if yu haven't yet dne s. See Linking a dcument t CaseMap n the previus page. 3. (Optinal) Yu may want t specify the settings in the dialg bx fr the sake f distinguishing this fact frm thers in CaseMap. Relativity Admin Guide - 344

345 4. Click OK t add the highlighted text as a fact. When yu view yur CaseMap, yu shuld see the new fact has been added. Relativity Admin Guide - 345

346 43.7 Relativity Cmpare Yu can use Relativity Cmpare t view the key differences between the extracted text f tw dcuments. T access the Relativity Cmpare system field, yu must first add it t a view. See Views n page 328. T cmpare tw dcuments in Relativity: 1. Click t pen the Dcument Cmpare selectin windw. 2. By default the dcument identifier f the selected dcument ppulates the Dcument Cmpare windw. Click by the With field t select a dcument with which t cmpare it. Relativity Admin Guide - 346

347 Nte: Yu can change the value f either f the fields at any time while in the Dcument Cmpare windw. 3. A Select Item pp-up windw displays.select the desired dcument frm the list and click Set. 4. The Dcument Cmpare windw nw displays the selected dcument in the With bx. Click Cmpare. 5. The windw displays the similarities and differences between the dcuments. The similarities and differences between the dcuments are reflected in the legend at the bttm f the windw: Inserted - Text appears in the "With" dcument but desn't appear in the "Cmpare" dcument. Deleted - Text appears in the "Cmpare" dcument but desn't appear in the "With" dcument. Unchanged -Text appears in bth dcuments Viewer-supprted file types Relativity uses Oracle Outside In t display rendered versins f native files within the dcument viewer. Reviewers can see hw the file lked in its native applicatin withut pening the file in that native applicatin. This dcument prvides a cmprehensive list f files types supprted by the viewer, accrding t Oracle. This list applies t versin r higher. See the Admin guide fr mre infrmatin n the viewer. Relativity Admin Guide - 347

348 Text nly designatin Sme file types have a "text nly" designatin. When viewing these files in the viewer mde f the Relativity viewer, the dcument's text is the nly data that renders. Fr Micrsft Prject files and XML files, the view desn't display items such as Gantt charts, icns, r ther graphics. There is typically n frmatting (bld, italics, fnts, etc.) f the text File ID nly designatin Sme file types have a "file ID nly" designatin. The viewer is able t identify the file ID crrectly, but it returns an errr message indicating that the file frmat is nt supprted. Despite returning an errr message, the viewer identifies the file s that yu can easily lcate it and pen it in an alternate applicatin File identificatin values in Outside In Befre referring t the list f file types supprted in Outside In 8.4.0, yu may want t nte the fllwing changes in file identificatin values frm versin t versin File identificatin values added in The fllwing file identificatin values were added in Outside In File ID Name Super Type File Extensin 1037 Mass 11 Wrd Prcessr.m Wrd fr Windws 1.x Wrd Prcessr 1100 Eurpa Fulcrum Wrd Prcessr 1229 Micrsft Access 2000/2002/2003 Database.mdb 1230 Micrsft Access 2007/2010 Database.accdb 1231 Micrsft Access Web Database Database 1232 Micrsft Access 2007/2010 Template File Database.accdt 1308 Micrsft Wrd XML 2007/2010 Wrd Prcessr.xml 1341 Trillian Text Lg File Wrd Prcessr.txt 1342 Trillian XML Lg File Wrd Prcessr.xml 1343 Micrsft Live Messenger Lg File Wrd Prcessr.sqm 1344 AOL Messenger Lg File Wrd Prcessr.lg 1345 Outlk Appintment Wrd Prcessr.vcs 1346 Outlk Appintment Frm Template Wrd Prcessr.ft 1347 Outlk Jurnal Wrd Prcessr.msg 1348 Outlk Jurnal Frm Template Wrd Prcessr.ft 1349 Outlk Cntact Wrd Prcessr.vcf 1350 Outlk Cntact Frm Template Wrd Prcessr.ft 1351 Outlk Sticky Nte Wrd Prcessr.msg 1352 Outlk Sticky Nte Frm Template Wrd Prcessr.ft 1353 Outlk Task Wrd Prcessr.msg 1354 Outlk Task Frm Template Wrd Prcessr.ft Relativity Admin Guide - 348

349 File ID Name Super Type File Extensin 1355 Passwrd Prtected Micrsft Wrd Wrd Prcessr.dcx 1356 Apple Mail 2.0 Message (EMLX) Wrd Prcessr.emlx 1357 Outlk Nn Delivery Reprt Wrd Prcessr 1358 Outlk Nn Delivery Reprt Frm Template Wrd Prcessr.ft 1359 Outlk Pst Wrd Prcessr.msg 1360 Outlk Pst Frm Template Wrd Prcessr.ft 1361 Outlk Distributin List Wrd Prcessr 1362 Outlk Distributin List Frm Template Wrd Prcessr.ft 1363 Outlk Clear Signed Wrd Prcessr.msg 1364 Outlk Clear Signed Frm Template Wrd Prcessr.ft 1365 Outlk Opaque Signed Wrd Prcessr.msg 1366 Outlk Opaque Signed Frm Template Wrd Prcessr.ft 1367 Apple iwrk Pages File Wrd Prcessr.pages 1368 Apple iwrk Pages File Preview Wrd Prcessr.pages 1370 S/MIME (Secure/MIME) Wrd Prcessr 1371 Clear Signed S/MIME (Secure/MIME) Wrd Prcessr 1372 Micrsft Wrd 2013 Wrd Prcessr.dcx 1373 Micrsft Wrd 2013 Template Wrd Prcessr.dtx 1374 Micrsft Wrd 2013 Macr Enabled Dcument Wrd Prcessr.dcm 1375 Micrsft Wrd 2013 Macr Enabled Template Wrd Prcessr.dtm 1442 MS Excel Mac 4.0 Wrkbk Spreadsheet.xlsx 1484 Quattr Pr Win X5 Spreadsheet.qpw 1485 Apple iwrk Numbers File Spreadsheet.numbers 1486 Apple iwrk Numbers File Preview Spreadsheet.numbers 1487 Micrsft Excel XML 2007/2010 Spreadsheet.xlsx 1488 Micrsft Excel 2013 Wrkbk Spreadsheet.xlsx 1489 Micrsft Excel 2013 Macr Enabled Wrkbk Spreadsheet.xlsm 1490 Micrsft Excel 2013 Template Spreadsheet.xltx 1491 Micrsft Excel 2013 Macr Enabled Template Spreadsheet.xltm 1492 Micrsft Excel 2013 Excel Add-in Macr File Spreadsheet.xlam 1493 Micrsft Excel 2013 Binary Spreadsheet.xlsb 1566 Mac PwerPint 3.0 Graphic.ppt 1567 Mac PwerPint 4.0 Graphic.ppt 1608 Micrgrafx Designer Graphic.mgf 1652 Ltus Screen Snapsht Other 1727 Macrmedia Flash 9 Multimedia.swf 1728 Macrmedia Flash 10 Multimedia.swf z Archive File Other.7z 1827 Self extracting 7z Archive File Other 1828 Micrsft OneNte Table f Cntents File Other.netc Relativity Admin Guide - 349

350 File ID Name Super Type File Extensin 1829 Micrsft OneNte File Other.ne 2034 Flexindc v5.5 (XML) Wrd Prcessr.xml 2229 AutCAD 2010/2011/2012 Drawing Graphic.dwg 2230 Crel Presentatins X5 Graphic.prc 2231 Apple iwrk Keynte File Graphic.keynte 2232 Apple iwrk Keynte File Preview Graphic.keynte 2233 Scalable Vectr Graphics File Graphic.svg 2234 AutDesk DWF Archive File Graphic.dwf 2235 Micrsft PwerPint 2013 Graphic.pptx 2236 Micrsft PwerPint 2013 Template Graphic.ptx 2237 Micrsft PwerPint 2013 Macr Enabled Template Graphic.ptm 2238 Micrsft PwerPint 2013 Slideshw Graphic.ppsx 2239 Micrsft PwerPint 2013 Macr Enabled Presentatin Graphic.pptm 2240 Micrsft PwerPint 2013 Macr Enabled Slideshw Graphic.ppsm 2400 Micrsft Windws Explrer Cmmand File Graphic.scf 2401 Windws shrtcut Graphic.lnk 2402 Windws Help File Graphic.fts 2403 Windws Cmpiled Help File Graphic.chm 2404 TrueType Fnt File Graphic.ttf 2405 TrueType Fnt Cllectin File Graphic.ttc 2406 TrueType (MAC) Fnt File Graphic.ttf 4072 Text - Cyrillic (KOI8-R) Wrd Prcessr.txt 4110 HTML - Cyrillic (KOI8-R) Wrd Prcessr.html 5012 Embedded Bitmap Graphic 5014 IAF (internal bitmap) Graphic.iaf File identificatin values deleted in The fllwing file identificatin values were deleted in Outside In File Name Super Type File Extensin ID 1340 Passwrd Prtected Micrsft Wrd 2010 Wrd Prcessr.dcx File identificatin values mdified in The fllwing file identificatin values were mdified in Outside In File ID Old Name New Name Super Type File Extensin 1097 WrdPerfect / X3 WrdPerfect / X3-5 Wrd Prcessr.wpd 1140 Ichitar Ichitar 8.x-13.x/ Wrd Pr-.jtd Relativity Admin Guide - 350

351 File ID Old Name New Name Super Type File Extensin 8.x/9.x/10.x/11.x/12.x/13.x/2004 cessr 1143 MS Outlk Outlk Wrd Prcessr.msg 1180 Hangul 2002/2007 Wrd Prcessr Hangul Wrd Prcessr Wrd Prcessr.hwp 1222 Micrsft Access 7 Micrsft Access 95/97 Database.mdb 1302 Micrsft Outlk PST/OST 2003/2007 Micrsft Outlk PST/OST 2003/2007/2010 Wrd Prcessr 1311 Outlk Frm Template Outlk Frm Template Wrd Prcessr 1323 Open Office 1.x Writer Open Office 1.x Writer Wrd Prcessr 1445 Quattr Pr Win 9.0 / X3 Passwrd Prtected Quattr Pr Win Spreadsheet 9.0 / X3 - X Passwrd Prtected Micrsft Excel Passwrd Prtected Micrsft Excel 2010 Binary Passwrd Prtected Micrsft Excel Passwrd Prtected Micrsft Excel Binary.pst/.st.ft.sxw Spreadsheet.xlsx Spreadsheet.xlsb 1555 Crel Presentatins / X3 Crel Presentatins / X3-5 Graphic.shw 1556 WrdPerfect Graphic 7.0/8.0/9.0 WrdPerfect Graphic / X3-5 Graphic.wpg AutCAD 2007 Drawing AutCAD 2007/2008/2009 Drawing Graphic.dwg 1704 Macrmedia Flash Macrmedia Flash 4-8 Multimedia.swf 1824 Micrsft OneNte 2007 Micrsft OneNte Package Other.ne 2228 Passwrd Prtected Micrsft PwerPint File types supprted in Oracle Passwrd Prtected Micrsft Pwer- Pint Graphic The viewer supprts the fllwing native file types. The supprted file types are listed by categry..pptx Prgram/File Type 7z Nte: BZIP2 and split archives are nt supprted. 7z Self Extracting exe Nte: BZIP2 and split archives are nt supprted. Categry Type/Versin File Extensin Archive.7z Archive.exe Relativity Admin Guide - 351

352 Prgram/File Categry Type/Versin File Extensin Type LZA Self Extracting Archive.lza Cmpress LZH Cmpress Archive.lzh Micrsft Office Archive 95, 97.bd Binder Micrsft Cabinet Archive.cab (CAB) RAR Archive 1.5, 2.0, 2.9.rar Self-extracting.exe Archive.exe UNIX Cmpress Archive.z UNIX GZip Archive.gz UNIX tar Archive.tar Uuencde Archive.uue Zip Archive PKZip, WinZip.zip DataEase Database 4.x.dba DBase Database III, IV, V.dbf First Chice DB Database Thrugh 3.0.fl Framewrk DB Database 3.0 Micrsft Access Database 1.0, 2.0, accdb,.mdb (text nly) Micrsft Wrks Database 2.0.wdb DB fr DOS Micrsft Wrks Database 2.0.wdb DB fr Macintsh Micrsft Wrks Database 3.0, 4.0.wdb DB fr Windws Micrsft Wrks Database 1.0.wdb DB fr DOS Paradx fr DOS Database db Paradx fr Windws Database 1.0.db Q&A Database Database Thrugh 2.0.db R:Base Database R:Base 5000, R:Base System V.rb1,.rb2,.rb3 Reflex Database 2.0.rdx SmartWare II DB Database 1.02.db Apple Mail Message (EMLX) 2.0.emlx Encded mail messages MHT Multi Part Alternative Multi Part Digest Relativity Admin Guide - 352

353 Prgram/File Type Categry Type/Versin File Extensin EML with Digital Signature IBM Ltus Ntes Dmin XML Language DXL IBM Ltus Ntes NSF (File ID) Multi Part Mixed Multi Part News Grup Multi Part Signed TNEF SMIME.eml 8.5.xml 7.x, 8.x.nsf IBM Ltus 8.x.nsf Ntes NSF (Win32, Win64, Linux x86-32 and Oracle Slaris 32-bit nly with Ntes Client r Dmin Server) MBOX Mailbx RFC 822.mbx Micrsft Outlk msg (MSG) Micrsft Outlk st (OST ) Micrsft Outlk pst (PST) Micrsft Outlk .eml Express (EML) Micrsft Outlk ft Frms Template (OFT) Micrsft Outlk pst PST (Mac) MSG with Digital Signature SMIME.msg AVI (Metadata Multimedia.avi nly) Flash (text extractin Multimedia 6.x, 7.x, Lite.swf nly) MP3 (ID3 Multimedia.mp3 metadata nly) MPEG 1 Audi Multimedia.mpg Relativity Admin Guide - 353

354 Prgram/File Type layer 3 V ID3 v1 (Metadata nly) MPEG 1 Audi layer 3 V ID3 v2 (Metadata nly) MPEG 4 (Metadata nly) MPEG 7 (Metadata nly) Quick Time (Metadata nly) WAV (Metadata nly) Windws Media ASF (Metadata nly) Windws Media Audi WMA (Metadata nly) Windws Media DVR-MS (Metadata nly) Windws Media Vide WMV (Metadata nly) Micrsft Live Messenger (via XML filter) Micrsft OneNte (text nly) Micrsft Prject (table view nly) Micrsft Prject (table view nly) Micrsft Windws DLL Micrsft Windws Executable Trillian Text Lg File (via text filter) Categry Type/Versin File Extensin Multimedia.mpg Multimedia.mpg Multimedia.mpg Multimedia.mpg Multimedia.wav Multimedia.asf Multimedia.wma Multimedia.dvr-ms Multimedia.wmv Other 10.0 Other 2007.ne Other mpp Other 2007, 2010.mpp Other.dll Other.dll Other 4.2.txt Relativity Admin Guide - 354

355 Prgram/File Categry Type/Versin File Extensin Type vcalendar Other 2.1.vcs vcard Other 2.1.vcf Yah! Messenger Other 6.x 8.yps Apple iwrk Keynte Presentatin 09.key,.keynte (MacOS, text and PDF preview) Harvard Graphics Presentatin 3.0.prs Presentatin DOS IBM Ltus Symphny Presentatin 1.x Present- atins Kingsft WPS Presentatin 2010 Presentatin Ltus Freelance Presentatin Millennium 9.8.prz Ltus Freelance Presentatin 2 fr OS/3 Ltus Freelance Presentatin 95, 97, SmartSuite 9.8 fr Windws Micrsft Pwer- Presentatin ppt Pint fr Macintsh Micrsft Pwer- Presentatin ppt Pint fr Windws Micrsft Pwer- Presentatin ppt Pint fr Windws Slideshw Micrsft Pwer- Presentatin pt Pint fr Windws Template Nvell Presentatins Presentatin 3.0, 7.0.shw OpenOffice Presentatin 1.1, 3.0.sdd Impress Oracle Open Office Presentatin 3.x.dp Impress StarOffice Impress Presentatin sda,.sdd WrdPerfect Presentatin X5 Presentatins Adbe Phtshp Raster image 4.0.psd Relativity Admin Guide - 355

356 Prgram/File Categry Type/Versin File Extensin Type Adbe Phtshp Raster image (CS 1-5) XMP nly CALS Raster (GP4) Raster image Type I-II.cg4,.cal Cmputer Graphics Raster image ANSI, CALS, NIST.cgm Metafile Encapsulated Raster image TIFF Header nly.eps PstScript (EPS) GEM Image (Bitmap) Raster image.bmp Graphics Interchange Raster image.gif Frmat (GIF) IBM Graphics Data Raster image 1.0.gdf Frmat (GDF) IBM Picture Interchange Raster image 1.0.pif Frmat JBIG2 Raster image Graphic Embeddings in PDF JFIF (JPEG nt in Raster image.jfif TIFF frmat) JPEG Raster image.jpg JPEG 2000 Raster image JP2 Kdak Flash Pix Raster image.fpx Kdak Pht CD Raster image 1.0.pcd Ltus PIC Raster image.pic Ltus Snapsht Raster image Macintsh PICT Raster image BMP nly.bmp Macintsh PICT2 Raster image BMP nly.bmp MacPaint Raster image.pntg Micrsft Windws Raster image.bmp Bitmap Micrsft Windws Raster image Cursr Micrsft Windws Raster image.ic Icn OS/2 Bitmap Raster image OS/2 Warp Bitmap Raster image Paint Shp Pr Raster image 5.0, 6.0.psp (Win32 nly) PC Paintbrush (PCX) Raster image.pcx Relativity Admin Guide - 356

357 Prgram/File Categry Type/Versin File Extensin Type PC Paintbrush Raster image.dcx DCX (multi-page PCX) Prtable Bitmap Raster image.pbm (PBM) Prtable Graymap Raster image.pgm PGM Prtable Netwrk Raster image.png Graphics (PNG) Prtable Pixmap Raster image.ppm (PPM) Prgressive JPEG Raster image.jpg,.jpeg,.jpe StarOffice Draw Raster image 6.x Sun Raster Raster image.srs TIFF Raster image Grup 5 & 6.tif,.tiff TIFF CCITT Raster image Grup 3 & 4 TruVisin TGA Raster image 2.0.tga (Targa) WBMP wireless Raster image graphics frmat Wrd Perfect Raster image 1.0.wpg Graphics WrdPerfect Raster image wpg,.wpg2 Graphics X-Windws Bitmap Raster image x10 cmpatible.xbm X-Windws Dump Raster image x10 cmpatible.xdm X-Windws Raster image x10 cmpatible.xpm Pixmap Apple iwrk Spreadsheet 09.numbers Numbers (MacOS, text, and PDF preview) Enable Spreadsheet Spreadsheet First Chice SS Spreadsheet Thrugh 3.0 Framewrk SS Spreadsheet 3.0 IBM Ltus Symphny Spreadsheets Spreadsheet 1.x Relativity Admin Guide - 357

358 Prgram/File Categry Type/Versin File Extensin Type Kingsft WPS Spreadsheet 2010 Spreadsheets Ltus Spreadsheet Thrugh Millennium 9.8.wk1,.wk3,.wk4,.wks Ltus Charts Spreadsheet Thrugh 5.0.wk1,.wk3,.wk4,.wks (DOS and Windws) Ltus fr Spreadsheet 2.0 OS/2 Micrsft Excel Spreadsheet 2.x xlsx,.xls Charts Micrsft Excel fr Spreadsheet xlsx,.xls Macintsh Micrsft Excel fr Spreadsheet xlsx,.xls Windws Micrsft Excel fr Spreadsheet 2003 XML.xml Windws (text nly) Micrsft Excel fr Spreadsheet (Binary).xlsb Windws (.xlsb) Micrsft Wrks Spreadsheet 2.0.wks SS fr DOS Micrsft Wrks Spreadsheet 2.0.wks SS fr Macintsh Micrsft Wrks Spreadsheet 3.0, 4.0.wks SS fr Windws Multiplan Spreadsheet 4.0.sylk Nvell PerfectWrks Spreadsheet 2.0.wpw Spread- sheet OpenOffice Calc Spreadsheet sdc Oracle Open Office Spreasheet 3.x.sdc Calc PFS: Plan Spreadsheet 1.0 QuattrPr fr Spreadsheet Thrugh 5.0.wb1 DOS QuattrPr fr Spreadsheet Thrugh X5.qpw,.wb3,.wb2,.wb1 Windws SmartWare II SS Spreadsheet 1.02.def SmartWare Spreadsheet Spreadsheet.def Relativity Admin Guide - 358

359 Prgram/File Categry Type/Versin File Extensin Type StarOffice Calc Spreadsheet sdc SuperCalc Spreadsheet 5.0.cal Symphny Spreadsheet Thrugh 2.0.wrk VP-Planner Spreadsheet 1.0 ANSI Text Text and 7 & 8 bit.ans markup ASCII Text Text and 7 & 8 bit.asc markup DOS character set Text and markup EBCDIC Text and markup HTML (CSS rendering nt supprted) IBM DCA/RFT Macintsh character set Rich Text Frmat (RTF) Unicde Text UTF-8 Wireless Markup Language XML (text nly) Text and markup Text and markup Text and markup Text and markup Text and markup Text and markup Text and markup Text and markup html.rtf 3.0, 4.0.txt.wml.xml Adbe Illustratr Vectr image , 9.0.ai Adbe Illustratr Vectr image (CS 1-5) XMP Adbe InDesign Vectr image (CS 1-5) XMP Adbe InDesign Vectr image Interchange XMP nly Adbe PDF Vectr image (Acrbat 1-10).pdf Adbe PDF Package Vectr image 1.7 (Acrbat 8-10).pdf Adbe PDF Prt- Vectr image 1.7 (Acrbat 8-10).pdf Relativity Admin Guide - 359

360 Prgram/File Categry Type/Versin File Extensin Type fli Ami Draw Vectr image SDW.sdw AutCAD Drawing Vectr image 2.5, 2.6, , 2000i dwg AutShade Rendering Vectr image 2.rnd Crel Draw Vectr image cdr Crel Draw Clipart Vectr image 5.0, 7.0.cmx Enhanced Metafile Vectr image.emf (EMF) Escher Graphics Vectr image.egr FrameMaker Vectr image fmv Graphics (FMV) Gem File (Vectr) Vectr image.img Harvard Graphics Vectr image ch3 Chart DOS Harvard Graphics Vectr image.prs fr Windws HP Graphics Language Vectr image 2.0.hp,.hpg IGES Drawing Vectr image iges Micrgrafx Vectr image Versin 6.dsf Designer Micrgrafx Vectr image Thrugh 3.1.drw Designer Micrgrafx Draw Vectr image Thrugh 4.0.drw Nvell PerfectWrks Vectr image 2.0 Draw OpenOffice Draw Vectr image sda Oracle Open Office Vectr image 3.x.sda Draw SVG (prcessed as Vectr image.xml XML, nt rendered) Visi Vectr image vsd Visi (Page Preview Vectr image 4.0.wmf,.emf mde WMF/EMF) Windws Metafile Vectr image.vmf Adbe FrameMaker (MIF Wrd prcessing mif Relativity Admin Guide - 360

361 Prgram/File Type nly) Adbe Illustratr Pstscript Ami Ami Pr fr OS2 Ami Pr fr Windws Apple iwrk Pages (MacOS, text and PDF preview) DEC DX DEC DX Plus Enable Wrd Prcessr First Chice WP Framewrk WP Hangul IBM DCA/FFT IBM DisplayWrite IBM Writing Assistant Ichitar JustWrite Kingsft WPS Writer Legacy Ltus Manuscript Categry Type/Versin File Extensin Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Level 2.eps.sam 2.0, 3.0.sam 09.pages Thrugh 4.0.dx 4.0, 4.1.dx,.wpl , 3.0.pfx hwp.dca,.fft rft,.dca 1.01.iwa 5.0, 6.0, , 2004, 2010.jtd Thrugh 3.0.jw 2010.wps 1.1.leg Thrugh 2.0.manu Ltus WrdPr Wrd pr- 9.7, 96 - Millennium 9.8.lwp,.mwp Relativity Admin Guide - 361

362 Prgram/File Type (text nly) MacWrite II Mass 11 Micrsft Wrd fr DOS Micrsft Wrd fr Macintsh Micrsft Wrd fr Windws Micrsft WrdPad Micrsft Wrks WP fr DOS Micrsft Wrks WP fr Macintsh Micrsft Wrks WP fr Windws Micrsft Write fr Windws MultiMate Categry Type/Versin File Extensin cessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing MultiMate Advantagcessing Wrd pr- Navy DIF Wrd prcessing Nta Bene Wrd prcessing Nvell PerfectWrks Wrd Prcessr OfficeWriter Wrd prcessing Wrd prcessing OpenOffice Writer Wrd prcessing Oracle Open Office Writer Wrd prcessing 1.1.mcw Thrugh 8.0.m dc , dc dc,.dcx.rtf 2.0.wps 2.0.wps 3.0, 4.0.wps wri Thrugh 4.0.dx 2.0.dx.dif 3.0.nb 2.0.wpw sdw 3.x.sdw PC File Dc Wrd prcessing 5.0 PFS: Write Wrd pr- A, B.pfs Relativity Admin Guide - 362

363 Prgram/File Type Prfessinal Write fr DOS Prfessinal Write Plus fr Windws Q&A Write Samna Wrd IV Samna Wrd IV+ Signature SmartWare II WP Sprint StarOffice Writer Ttal Wrd Wang IWP WrdMarc Cmpser WrdMarc Cmpser+ WrdMarc Wrd Prcessr WrdPerfect fr DOS WrdPerfect fr Macintsh WrdPerfect fr Windws Wrdstar 2000 fr DOS Wrdstar fr DOS Wrdstar fr Windws Categry Type/Versin File Extensin cessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing Wrd prcessing 1.0, , 3.0.jw sam 1.0.sam 1.02.def 1.0.spr sdw 1.2 Thrugh 2.6.iwp 4.2.wpd wpd 5.1 X5.wpd wsd (nne defined) 1.0.ws1 Relativity Admin Guide - 363

364 Prgram/File Type XyWrite Categry Type/Versin File Extensin Wrd prcessing Thrugh III+.xy 44 Wrkspaces In Relativity, a wrkspace prvides a secure data repsitry fr dcuments used in cases r fr applicatins develped with Dynamic Objects. Yu can stre all types f dcuments (such as prductins, witness testimny, and s n) in a wrkspace t facilitate searching, rganizing, and categrizing cntent. In additin, yu can use granular security settings t grant r deny permissins t specific cntent stred in the wrkspace. At the wrkspace level, yu can als define views, layuts, fields, and chices. These Relativity features streamline wrkflws, as well as simplify the prcesses fr rganizing and categrizing cntent. Views supprt filtering n item lists, while layuts, fields, and chices are used fr categrizing dcuments Creating and editing a wrkspace T create r edit a wrkspace, fllwing these steps: 1. Click the Wrkspaces tab. 2. Click New Wrkspace. If yu want t edit an existing wrkspace, click the Edit link next t the wrkspace name. 3. Cmplete the fields in the frm. See Fields belw. 4. Click Save Fields Name - the name used t identify the wrkspace. This must nt exceed 50 characters. Relativity Admin Guide - 364

365 Matter - the case r legal actin assciated with the wrkspace. Click t select a matter. The Select Matter pp-up displays a list f matters based n the cnditins set in the MattersOnPicker view. Template Wrkspace - an existing wrkspace structure used t create the new wrkspace. Click t select a template. The Select Wrkspace pp-up displays a list f templates based n the cnditins set in the WrkspacesOnPicker view. All f the fllwing nn-dcument bjects in the template cpy t the new wrkspace: Analytics Prfiles Chices Custm tabs User bjects Fields Filters fr Repeated Cntent and Regular Expressins Grups (and permissins) Imaging prfiles Layuts Markup sets Native types OCR prfiles Pivt prfiles Saved searches nt assciated with a dtsearch r Analytics index Scripts Summary reprts Views Status - identifies a wrkspace as Active r Inactive. This field has n impact the wrkspace functinality, but it can be added t views fr filtering wrkspaces. Inactive wrkspaces can be accessed and edited. SQL Full Text Language - determines the crrect wrd-break characters used in the full text index. Select the primary language fr dcuments added t the wrkspace. The default setting is English. Nte: The SQL Server settings determine the languages available in this list. Cntact yur administratr if yu require additinal languages. Resurce Pl - a set f servers and file repsitries that yu can assciate with a wrkspace. Cntact yur System Administratr fr infrmatin abut available resurce pls. Yur selected resurce pl determines the file repsitries and SQL Servers available in the drp-dwn menus. See Resurce pls fr cnfiguratin infrmatin. Default File Repsitry - specifies the path fr the physical lcatin f the files (including dcument natives and images) assciated with the wrkspace. Database Lcatin - the SQL server where the wrkspace database is stred. Dwnlad Handler URL - lists the default URL referencing the cde respnsible fr making dwnladed files available t users. (This setting is independent f the selected resurce pl.) Relativity Admin Guide - 365

366 44.3 Viewing wrkspace details On the Wrkspace Details page, Relativity displays read-nly wrkspace settings, histry infrmatin, Relativity Utilities cnsle, and the Prductin Restrictins field. Yu can update the Prductin Restrictins field when yu edit a wrkspace. See Adding and editing prductin restrictins n page Using the utilities cnsle Additinal administrative features are available thrugh the Relativity Utilities cnsle n the Wrkspace Details page. The cnsle includes the fllwing buttns in the System Settings area: Manage Wrkspace Permissins - allws yu t set permissins fr the wrkspace. Relativity Admin Guide - 366

367 Manage System Keybard Shrtcuts - displays a pp-up fr mdifying the key cmbinatin used by system shrtcuts. T use this buttn, yu must have security permissin fr the Admin Operatin called Mdify System Keybard Shrtcuts. See Managing system keybard shrtcuts belw. View Anther User s Persnal Items - displays a pp-up fr selecting wrkspace users where yu can view a user's persnal items. This buttn is nly available t system administratrs. See Viewing the persnal items f wrkspace users n page 369. In the Relativity Dwnlads area, click any link t dwnlad the crrespnding cmpnent. Viewer Installatin Kit - allws yu t dwnlad a standalne utility cntaining executable files used t install the viewer sftware. Relativity Desktp Client 32-bit - displays a pp-up fr saving r running this utility. Relativity Desktp Client 64-bit - displays a pp-up fr saving r running this utility. Nte: T use these buttns, yu must have the security permissin fr the Admin Operatin called Dwnlad Relativity Desktp Client Managing system keybard shrtcuts Yu can mdify the system keybard shrtcuts fr a wrkspace. These keybard shrtcuts are defined in Relativity fr use in the Cre Reviewer Interface. Yu must have security permissins fr the Admin Operatin called Mdify System Keybard Shrtcuts. T manage system keybard shrtcuts, fllw these steps: 1. Click the Administratin > Wrkspace Details tab. 2. Click Manage System Keybard Shrtcuts in the Relativity Utilities cnsle. Relativity Admin Guide - 367

368 Use the fllwing instructins t mdify a system keybard shrtcut key: Select r deselect ne r mre f the fllwing checkbxes: Ctrl, Alt, r Shift fr the Cntrl, Alt, and Shift keys, respectively. Nte: Yu must select either r bth the Ctrl and Alt checkbxes. Relativity displays the errr message <Invalid Keybard Shrtcut> when these checkbxes are nt selected. In the Key drp-dwn, select a letter, number, r navigatin key. The navigatin keys include End, Hme, Space, Return, Dwn Arrw, Up Arrw, Left Arrw, Right Arrw, Page Dwn, and Page Up. Click the Keybard Legend icn t display a list f keybard shrtcuts currently in use by the System and Internet Explrer. See Keybard shrtcuts legend n page 106. Click Clear t reset the ptins fr keybard shrtcuts. After yu have cmpleted yur updates, click Save t display the Wrkspace Details page. Relativity Admin Guide - 368

369 Nte: Yu can create user-defined shrtcuts when yu add a new field t Relativity. See Creating and editing fields n page 47, and Creating keybard shrtcuts n page Viewing the persnal items f wrkspace users Yu must be a System Administratr t view the persnal items f wrkspace users. T view persnal items, fllw these steps: 1. Click the Administratin > Wrkspace Details tab. 2. In the Relativity Utilities cnsle, click View Anther User s Persnal Items. 3. Select ne r mre users whse persnal items yu want t view, and mve them t the right bx using the arrws. Nte: T mve multiple users between bxes, click the duble arrws. Yu can als select and duble-click n user names t mve the between bxes. 4. Click Save Adding and editing prductin restrictins Using the Prductin Restrictins ptin, yu can ensure that yur prductin set desn't include privileged r ther cnfidential dcuments. Yu can select a saved search that returns dcuments that yu want excluded frm the prductin set. When yu run a prductin, Relativity cmpares these dcuments against thse in the prductin and alerts yu t any cnflicts. See Running a prductin n page 197. T add a prductin restrictin: 1. Create a saved search with criteria that returns dcuments that yu want excluded frm the prductin set. Include family grups in yur saved search s that all f the family items are kept tgether and can be remved if necessary. Nte: Yu can select a saved search that uses a dtsearch r Analytics index. Hwever, the saved search can't use a multiple bject field, such as a Search Terms Reprt, as criteria. If yu select this type f saved search fr prductin restrictins, yu'll receive an errr when attempting t save yur wrkspace details page. 2. Click t edit the wrkspace details page. Yu can nly update the Prductin Restrictins ptin when editing a wrkspace. See Creating and editing a wrkspace n page 364. Relativity Admin Guide - 369

370 3. Select yur saved search in the Prductin Restrictins ptin. The default value is <n restrictin>. 4. Run yur prductin set. If a cnflict ccurs, yu can verride the prductin restrictin if yu're a System Administratr with the Override Prductin Restrictins permissin. See Security permissins n page Managing prductin restrictins in templates If yu use a wrkspace with prductin restrictins as a template, yu'll see a warning message that requires yu t select ne f the fllwing ptins: Select a New Prductin Restrictin, r Cntinue With N Prductin Restrictin Yu can't delete the saved search that the Prductin Restrictin ptin uses. Yu must first edit the Prductin Restrictin ptin s that it n lnger references the search Wrkspace navigatin The wrkspace has several areas that yu may interact with while using Relativity. Brwser View bar Item list Dcument set infrmatin bar Relativity Admin Guide - 370

371 Brwser The brwser pens by default and is lcated n the left side f the wrkspace. Depending n yur permissins, yu may nt see the brwser. If yu can see the brwser, it cntains several ptins fr brwsing thrugh yur dcuments. Click the vertical Hide Brwser link t clse the brwser and expand the item list t the full width f the Relativity windw. The filtered selectins yu chse in the brwser appear n the vertical bar when the brwser is hidden. Click Shw Brwser t repen the dcument brwser. T resize the brwser, click and drag the black vertical bar t the left f the Shw/Hide Brwser link Brwser ptins The brwser menu is lcated directly belw the brwser. Select an ptin t display that mde f the brwser: Icn Name Descriptin Flder brwser Navigate the flder hierarchy in yur wrkspace Field tree brwser Saved searches brwser Clusters brwser Brwse yur dcuments accrding t hw they were cded Create a new saved search r brwse previusly saved searches Brwse yur wrkspace clusters, which are grupings f cnceptually crrelated dcuments. Yu must have Relativity Analytics t use the cluster brwser and define clusters in yur wrkspace. See the Analytics Guide. Relativity Admin Guide - 371

372 Displaying file paths The current brwser lcatin drives what appears in the item list. The breadcrumb, which the red arrw pints t belw, indicates the current brwser selectin. Yu can als access the breadcrumb by clicking the Shw Current File Path icn. Flder brwser Use the flder brwser t navigate the flder hierarchy in yur wrkspace. The flder structure is set when dcuments are imprted. This structure can be based n the dcument s surce, r it can match a structure set by yur Relativity administratr. Click a flder t display the dcuments in that flder in the item list. Click the expand (+) icn t the left f the desired flder t view subflders. Once the subflders expand, yu can click the cllapse (-)icn t cllapse them back int their rt flder. Field tree brwser Click the field tree icn t display the field tree in the brwser. Selected single- and multiple-chice list fields and their chices appear in a tree structure. Relativity Admin Guide - 372

373 Each single- and multiple-chice field has its wn chice flder in the field tree. The field s chices appear as subflders. Each field als has a [Nt Set] chice, which displays null values fr the field. Yu can click a chice in the field tree t display all the dcuments in the item list that have the selected chice value AND meet the criteria f the active view. In the item list, click this icn t send a link t the dcuments currently displayed in it. Sending links t chices Yu can send an message with a link t a chice, t a chice flder, r t the item list that appears when the field tree brwser is pen. In the field tree brwser, right-click n a chice r a chice flder t display the Link ptin. Click this ptin n a chice t pen an message cntaining a link t it. Yu can als send a link by clicking this icn in the item list. The subject line f the message pre-ppulates with the fllwing text: "Relativity Review - <Wrkspace Relativity Admin Guide - 373

374 Name> - <Chice Name: Value>." When the recipient clicks n the link, the dcuments assciated with the chice appear in the item list manager. Relativity displays a permissins denied message if the recipient clicks the link but desn't have access rights n the field assciated with the chice. Nte: If yu send an link t a chice flder, the subject line displays the flder name instead f the chice name and the value. The item list manager displays all dcuments assciated with the chices in the flder. Recipients must have access rights t fields assciated with the chice flder View bar Yu can use the view bar, as well as any searches r filters, t narrw further the dcument set. The fllwing illustratin shws the view bar displayed n the Dcuments tab. The view bar cnsists f the fllwing sectins: Shw current path icn Views Scpe Menu Include Related Dcuments Dictinary Edit view icn Create view icn Fr mre infrmatin, see the Views chapter f the Admin guide Scpe menu The scpe menu, highlighted in red abve, cntrls the flder scpe f the dcuments returned. The scpe menu cntains the fllwing ptins: In This Flder and Subflders - displays the dcuments in the currently selected flder AND the dcuments in all f its subflders. This is the default ptin. In This Flder - displays ONLY the dcuments in the currently selected flder in the brwser, nt its subflders Including related dcuments Include related dcuments returns dcuments related t the dcuments currently in the view. The ptins vary by wrkspace, but may include family grups, duplicates, r similar dcuments. Learn mre abut related items in the Related Items Pane sectin f this dcument. Relativity Admin Guide - 374

375 Icns In the left hand f the view bar, ne icn appears, and at the right end f the view bar, there may be ne r tw icns, as seen belw: Once yu used yur brwser selectin and view bar t select the crrect searching set f dcuments, yu can begin wrking with them in the item list manager. Icn Descriptin Shw the current path. This allws yu t cpy yur current brwser lcatin t the clipbard t paste int varius lcatins. Clicking this icn displays the fllwing: Add a new view. This will nly be present if yu have permissin t add a new view. If it is nt present, cntact yur Relativity administratr t add a view. Edit the current view. This will nly be present if yu have permissin t edit the view. If it's nt present, cntact yur Relativity administratr t edit the current view Item list The item list manager cnsists f the item list as well as cntrls fr wrking with the dcuments. The fields that appear in the item list are based n the selected view, which is editable. Cntact yur Relativity administratr t change the fields in yur view. Relativity Admin Guide - 375

376 T change a clumn s size, hver ver the white line at the edge f the clumn header. A duble arrw appears, indicating that yu can mve the clumn. Drag it in either directin t adjust the clumn width. The ther clumns n the page autmatically adjust t fill the rest f the windw. Clumn data can be cut ff. T return t the riginal settings click the Reset Clumn Sizes icn Previewing a dcument If yu hver yur muse pinter ver a recrd s file icn, yu can click t pen a pp-up viewer shwing the recrd. Nte: If yur item list desn t cntain the file icn, cntact yur Relativity administratr t add it Srting Yu can use any field in the view t srt the entire searching set the number f dcuments indicated in the bttm right. Click any field heading nce t srt the dcuments in that field in ascending rder, alphabetically. A dwn arrw appears next t the heading name, as in the Reviewer field belw. Click a secnd time t srt the dcuments in descending rder, alphabetically. An up arrw appears. Relativity Admin Guide - 376

377 Clicking the field name a third time clears the srt and returns the field t its riginal rder. If yu're nt able t srt a particular field, cntact yur administratr t make sure the field has the Srt ptin set t Yes Dcument set infrmatin bar The dcument set infrmatin bar appears in the bttm right crner f the wrkspace. It cnsists f the returned set selectr and the displayed set selectr. The dcument set infrmatin bar gives yu further cntrl ver hw yu wrk with yur searching set. The returned set selectr indicates the subset f yur searching set that Relativity returns. Yur returned set is cntrlled by the drp-dwn that appears in the abve screensht. Nte: The size f yur returned set DOES NOT cntrl which items yu can search r n which items yu can run a mass peratin. Any search yu run is based n the number f dcuments in yur searching set. Yu can run any mass peratin n the number f checked items in the item list, the number f returned items, OR all the items in yur searching set. See Mass peratins n page 138. Depending n yur envirnment, the default returned set size may be 500 r 1,000. If yu d like t change yur envirnment s results set selectr defaults, cntact yur Relativity administratr. Nte that the number f dcuments in yur result set selectr is the number f dcuments yu're able t brwse in the cre reviewer interface. Fr instance, if yur result set selectr is set t 500 dcuments, yu're able t brwse the first 500 dcuments f yur searchable set. Yu can't brwse t dcument 501 in the viewer. T d s, yu can either: Add mre dcuments Apply filters t return nly the dcuments yu want t brwse Adding mre dcuments Click the drp-dwn t add dcuments t the returned set. Depending n yur envirnment, yu may be able t add 500, 1,000, r 5,000 mre dcuments t yur returned set. If yu want t change yur envirnment s results set selectr defaults, cntact yur Relativity administratr. Relativity Admin Guide - 377