RelativityOne vs. Relativity Server

Former Relativity Server customers may want to familiarize themselves with some differences between Relativity Server and RelativityOne.

RelativityOne vs. Relativity Server

The following table presents some of the major similarities and differences between RelativityOne and Relativity Server.

Similarities to Relativity Server Differences in RelativityOne
  • Ability to manage:
    • Clients
    • Groups
    • Matters
    • Tabs
    • Users
    • Workspaces
    • Workspace permissions
    • Workspace views
  • Install Relativity applications (from the Application Library)— this pertains to those standard applications that ship with Relativity. If you need to deploy Assisted Review, Fact Manager, etc. you can install those into any workspace that you need to.
  • Install simple custom Relativity applications (objects, layouts, etc.)— you can also install simple custom applications if you are a system admin in Relativity. (The first user created is a system admin.)
  • Install and run Relativity scripts (from the Script Library)— same goes for standard scripts that ship with Relativity that are in the script library, you can deploy and run those on any workspace that you need to
  • View queues and manage jobs— you have insight into these queues and you can change the priority of jobs in those queues if you’d like to. If you would like the Relativity Processing Console (RPC) please let me know and I can get that installed on your utility server. (Please note client domain utility servers cannot have the RPC installed.)
    • Branding
    • Production
    • OCR
    • Worker Management
  • View, message, and force logout of users through the User Status tab— you can view the users that are logged in, directly message them, and force them to log out through the User Status tab.
  • View audit history
  • Lower administrative burden— responsibility for administrative functions will now be fully managed by Relativity:
    • Monthly upgrades
    • Server troubleshooting
    • Infrastructure management
    • Scaling
    • The following tabs are now hidden by default in RelativityOne:
      • Admin Choices
      • Agents
      • Errors
      • Instance Details
      • Instance Settings
      • License
      • Performance Dashboard
      • Platform Status
      • Resource Pools
      • Server Health
      • Servers Worker Status
      • Workspace Upgrade Queue
  • Customer Lockbox— Customer Lockbox is on by default in RelativityOne.
    • Prevents any administrator (Relativity teams included) from seeing workspace data unless explicitly granted access.
    • System administrators must also belong to a group within a workspace to access that workspace or to administer security within that workspace.
  • Relativity Support will assist you when installing complex custom applications. The Relativity Application Library tab is hidden but accessible through Quick Nav to system administrators. While system administrators can add custom applications, we prefer that you request help with complex applications through Customer Support, so that we can verify infrastructure or scale agents and servers and so that the Developer Experience team can help you ensure compatibility with RelativityOne if necessary.
  • Relativity Support will assist you when installing custom scripts— the Relativity Script Library tab is available, but there is an instance setting preventing System Admins from adding a custom script. We prefer that you reach out to Customer Support to add custom scripts to your instance.
  • New UI comes standard in RelativityOne— the new UI is the only UI available in RelativityOne. The Classic UI has been deprecated from RelativityOne.
  • CLRs—If CLRs are present in your Relativity Server workspaces, please contact Customer Support for help preparing the CLR before migrating your Relativity Server workspaces to RelativityOne.

RelativityOne instance items that we do not recommend modifying

Hidden instance objects

In RelativityOne, the following objects are secured by default and should not be modified. Please contact Customer Support if you need to modify these objects.

  • Agent— access to the Agents tab.
  • Agent Type— access to the Agent Types page when creating a new agent.
  • Choice— access to the Choice tab.
  • Error— access to the Errors tab.
  • License— access to the License tab. Only full system admins can edit license information.
  • Resource File— access to the Resource files tab.
  • Resource Pool— access to the Resource pools tab.
  • Servers— access to the Servers tab.

Note: If you see the Workspace Processing Settings item listed in the object security section of your console, note that this represents an RDO for which there is no front-end implementation. It stores the Invariant StoreID and Data Grid settings for the workspace, but it provides no functionality, and it controls nothing.

Hidden instance tabs

In RelativityOne, the following tabs are secured by default and should not be modified. Contact Customer Support if you need to modify these tabs.

  • Choices— visibility of the Choices sub-tab.
  • Resource Files— visibility of the Resource Files sub-tab.
  • License— visibility of the License sub-tab. Only full system admins can edit license information.
  • Servers— visibility of the Servers tab.
  • Agents— visibility of the Agents tab.
  • Resource Pools— visibility of the Resource Pools tab.
  • Performance Dashboard— visibility of the Performance Dashboard tab.
    • Application Performance— visibility of the Application Performance sub-tab.
    • Server Health— visibility of the Server Health sub-tab.

Hidden instance admin operations

In RelativityOne, the following admin operations are secured by default and should not be modified. Please contact Customer Support if you think you need to access this functionality.

  • Agent Operations— access to agent operations.

RelativityOne workspace items that we do not recommend modifying

Hidden workspace objects

In RelativityOne, the following objects are secured by default and should not be modified. Please contact Customer Support if you need to modify these objects.

  • Agent Type
  • Event Handler
  • Install Event Handler— viewing, adding, or deleting event handlers requires access to the Object Type tab.
  • Processing Error

Hidden workspace tabs

In RelativityOne, the following tabs are secured by default and should not be modified. Please contact Customer Support if you need to modify these tabs.

  • Worker Status
  • Processing > Errors

Hidden workspace admin operations

In RelativityOne, the following admin operations are secured by default and should not be modified. Please contact Customer Support if you think you need to access this functionality.

  • Download Relativity Desktop Client— grants group members permission to the Download RelativityDesktop Client 32-bit and Download RelativityDesktop Client 64-bit buttons. These buttons are located in the Relativity Utilities console on the Workspace Details page. See Using the utilities console.