Production console

You can use the production console to preview your production documents, review branding errors, stage your production to populate the production information object, and run the production. The production console also contains a progress bar which seamlessly updates the production statuses.

This page contains the following:

Production console

Once you complete your production set and add your data sources, you can access the Production console to stage, run, and monitor your productions. To access the production console, click the name of the desired production set.

The Production console displays the following options:

production console

  • Preview Production - displays a sample image showing how the branding is applied to documents in the production.
  • Stage Production - takes a snapshot of the data sources for the production.
  • Cancel Staging - cancels a staging production. This is a dynamic button that appears once you click Stage Production.
  • View Documents - displays a list of all documents included in the production set. You can use the drop-down in the upper right corner to toggle between viewing produced documents and the individual pages of the documents.
  • Note: You must have View Production and View Data Source permissions to view the list of documents included in the production set. The list of documents filters out documents you don't have access to.

  • View Staging Errors - displays problematic documents causing staging errors.
  • Check for Conflicts - determines whether the production set includes any documents that conflict with another pre-determined set of documents. See Checking production conflicts.
  • Run Production - proceeds with the production of staged documents. If documents with conflicts have not been removed from the production set, the Production Restrictions appears. Running a production automatically creates a saved search. If you're a system admin, you can resolve the message using the following options:
    • Override and Continue - proceeds with the production without removing the conflicts based on the Override Production Restrictions permission.
    • Cancel - stops the production from running.
  • Cancel Production - cancels a running production. This is a dynamic button that appears when you click Run Production.
  • Rerun Errored Documents - proceeds with the production of previously errored documents after you make corrections. To ensure quality record processing, this button is not active until the production is complete. If any documents in the production set resulted in alerts, click the Rerun Errored Documents button to rerun these documents.

  • View Branding Errors - displays a pop-up with all documents and Branding error messages per document. You can click on a document within the pop-up to open the document and determine the cause of the error. This button only appears if branding errors occur during a production run.
  • Document Counts - displays a pop-up with produced, other produced, and unproduced document information about the selected production set. For more information, see Document Counts.
  • Type Counts - displays a pop-up with information about the type of data sources contained within the selected production set.
  • Production Charts - launches charts to give you better insight into your production data. For more information, see Production charts.
  • Copy To Legacy Document Fields - launches the script window to update Bates fields you create on the Document table with the Bates numbering information stored in the Production Information RDO of a production you select. For more information, see Copy To Legacy Document Fields.

Staging a production

Before you can run a production, you must stage the production. Staging the production takes a snapshot of the data sources to prepare documents. After you assign your data sources, placeholders, and production set you can stage your production. To stage a production, click Stage in the Production console.

The progress bar displays the following:

  • Staging - Relativity is staging the production.
  • Running Saved Searches - Relativity is running the saved searches associated with the production data sources.
  • Cleaning Up Data - Relativity pre-sorts the documents and deletes any Production Information objects that may already exist if the production is being restaged.
  • Creating Production Information Records - Relativity is creating the Production Information records associated with the production.

Changes made to any data source after staging completes are not captured when the production is run. Stage or re-stage the production immediately before you run the production. For more information on the Staging Summary, see Checking production status.

Note: If you are upgrading productions from Relativity 9.2 to Relativity 9.6, previously staged or errored productions are set to a status of New and you must restage the production.

If you want to improve staging times, increase the MassCreateBatchSize instance setting. If you want to improve re-staging times, increase the MassDeleteBatchAmount instance setting.

Staging errors

Staging errors occur when

  • The same document is found in multiple data sources.

    When the same document is found in multiple data sources, you will receive an error message. The error message identifies the data sources that pulled back the same document and which document they pulled back. To resolve the error, modify the saved searches that you selected as your data sources to ensure that they do not pull back any of the same documents.

    Staging Errors

  • There are no documents in the data sources.

    When no documents are found in the data sources, you will receive an error message. To resolve the error, make sure that the saved searches that you selected as your data sources are pulling back documents.

Checking production conflicts

You can perform a conflict check that compares the documents in the production against those in a saved search selected in the Production Restrictions field on the workspace details page. For example, the saved search may include conditions that identify privileged documents and their families, which you would not want to produce. See Production restrictions.

Note: You must have permissions to the documents included in a production to remove production restrictions.

When you click Check for Conflicts, a Production Restrictions warning may appear if a saved search is being used to restrict productions.

Click one of these buttons to resolve the conflict:

  • Remove Conflicts - deletes documents identified as conflicts from the production set (based on the Production Restrictions setting). If all the documents are conflicts, they are removed from the production set.
  • Note: To view a list of documents removed from the production, navigate to the History tab, and filter on the Production - Remove Document action. See History for more information.

  • Cancel - stops the conflict check and displays the production page.

Running a production

To run a production, click Run Production in the production console. After you click Run Production, the status bar updates with the following stages and fields as the documents produce:

running a production

  • Cleaning Existing Files - deletes placeholder files (slip sheets) and any produced image files from a prior run production, if necessary.
  • Creating Placeholder Images - creates placeholder images based on the production data source.
  • Creating and Applying Bates numbers - creates and applies Bates numbers based on your production numbering.
  • Creating Branding Queue Records - creates branding queue records for later review.

Note: In the viewer, you can view the produced images by selecting the Production mode. You can view the images exactly as they were produced.

Checking production status

During each part of the production, a report is available to the right of the wizard. The Stage, Product, and Brand part of the production has its own report. Use these reports to quickly identify the number of documents, images, redacted documents, etc. See below for the fields each report consists of.

Stage

Total Documents Count - lists the number of documents found during staging.

Total Images Count - lists the number of images found during staging.

Documents with Images - lists the number of documents that include images found during staging

Documents with Natives - lists the number of documents that include native files found during staging.

Documents with Placeholders - lists the number of documents that include production placeholders found during staging.

Redacted Documents - lists the number of documents that include redactions found during staging.

Produce

Begin Bates - lists the Bates number of the first document in the production set.

End Bates - lists the Bates number of the last document in the production set.

Total Documents Count - lists the number of documents included in the production set.

Total Images Count - lists the number of images included in the production set.

Documents with Images - lists the number of documents that include images included in the production set.

Documents with Placeholders - lists the number of documents that include placeholders included in the production set.

Redacted Documents - lists the number of documents that include redactions included in the production set.

Image size in GB - lists the size of images in GB.

Product Run Date - lists the date of when the production was run.

Brand

Start Time - lists the start time of branding.

Branding Completion - lists the time of completion for branding.

Completion Rate - lists the progress of branding.

Estimated Time Remaining - lists the amount of time left in branding.

View production documents

You can view the total number of image and native files to produce and other specific information about each document included in the production by clicking the View Documents button in the Production console. This information is also viewable from the Production Information object. You can view document level or page level information.

The View Documents window with document level selected displays the following fields for each production document: Document Identifier, Data Source Name, Saved Search Name, Production Option, Begin Bates, End Bates, Has Native, Has Images, and Has Redactions.

(click to expand View Documents Document Level pop-up)

view documents doc level

The View Documents window with page level selected displays the following fields for each production document: Document Identifier, Bates Number, Has Redactions, Is Native, Page Number, Production Option, and Data Source Name.

(click to expand View Document Page Level pop-up)

view documents page level popup

Fields on View Documents pop-up

  • Files to Produce - shows either natives or images to produce in the production set.
  • Total Count - the total number of documents to produce in the production set.
  • Count With Images - the total number of documents that contain images in the production set.
  • Count With Natives - the total number of documents that contain natives in the production set.

Production charts

To help you better visualize your production data, the production application contains two interactive charts that are available after you produce a production.

Document counts

The Document Counts production chart displays the following information about the selected production set:

  • Unproduced Documents- the number of unproduced documents within the workspace.
  • Other Produced Documents- the number of documents produced in the workspace but not the selected production set.
  • Produced Documents- the number of documents produced in the production.

    document counts report

Type counts

The type counts production chart displays the following information about the type of data sources contained within the selected production set:

  • Images without Redactions
  • Images with Redactions
  • Natives and Images without Redactions
  • Natives and Images with Redactions
  • Natives
  • type counts report