Relativity 10.3 release notes

This page contains release notes for Relativity 9.5 to 10.3 and all product updates.

For a list of known issues in Relativity, see Known issues.

In the following table, click on any column heading to sort the column in alphanumeric order:

Date Version Type Features Description
Date Version Type Features Description
1/31/2020 10.3.287.3 Enhancement Legal Hold With the release of Google Chrome version 80 (2/3/2020), a newly updated default security policy on cookies may impact custodian's ability to access the Legal Hold custodian portal when Single-Sign-On (SSO) is enabled. Contact Customer Support for assistance upgrading with the appropriate RAP versions for your instance.
7/30/2019 1.8.6 Resolved Defects Mobile platform The Relativity mobile platform app for on-premise environments has been maintenanced to improve performance to resolve minor bugs.
1/20/2020 10.3.287.3 Enhancement Messaging Application Programming Interface Messaging Application Programming Interface feature improvments backported to 10.3.  
1/20/2020 10.3.287.3 Enhancement Relativity Short Message Viewer Relativity Short Message Viewer wasadded to Relativity Server. Relativity Short Message Viewer files in Viewer will show attachments in line.
1/20/2020 10.3.287.3 Resolved Defects Authentication Google will be releasing an update to Chrome on February 3rd has the potential to degrade authentication into RelativityOne via Okta. Normally, users have 5 minutes to complete their authentication in the system (meaning provide usernames and passwords and then complete second-factor verification via Okta). With the new change, this window will be reduced to 2 minutes for an unspecified grace period by Google and then, ultimately eliminated completely.
1/20/2020 10.3.287.3 Enhancement Authentication System Administrators and Developers will have the ability to create an OpenID Connect Authentication Provider and specify which scopes they would like their Identity Provider to give them, so that it is much easier for the administrators to manage a users Login Method.
1/20/2020 10.3.287.3 Resolved Defects Searching When modifying the Order of Active field on a Keyword Search index, the desired setting change applied now correctly applies to the selected index.
1/20/2020 10.3.287.3 Resolved Defects Audit When running Reviewer Statistics on a specific date range more than once, the correct usage metrics' values correctly displays in the report.
1/20/2020 10.3.287.3 Enhancement Legal Hold There is now a Relativity Legal Hold Preservation Agent that handles all Office 365 Preservation-related work. If you have active O365 Preservations or if you intend to, you need to create at least one agent of this new type in order for Preservation-related jobs to be performed.
1/20/2020 10.3.287.3 Enhancement Infrastructure Relativity Processing now supports Solidworks eDrawings 2020.
1/20/2020 10.3.287.3 Resolved Defects Discovery Child documents extracted from AD1 files now have their file times set correctly before expansion. This affects the Date Modified, Date Created, and Date Accessed fields.
1/20/2020 10.3.287.3 Enhancement Discovery We have improved the performance of Discovering smaller zip files.
1/20/2020 10.3.287.3 Resolved Defects Discovery We have improved the stability of Discovering zip files.
1/20/2020 10.3.287.3 Enhancement ARM Zip compression will be removed with Goatsbeard 2. As a consequence, both *CompressionLevel* and *MaxArchiveFileSize* Instance settings no longer exist. Note: Legacy compressed archives performed by ARM are still supported (read and decompression) and ARM will detect that the archive has been compressed previously. This impacts both Relativity Server (10.3.2) and RelativityOne.
1/20/2020 10.3.287.3 Enhancement ARM The *AgentThreadCount* instance setting no longer exists from kCura ARM section. The default number of agents will be 12 with one thread per each agent as this gives the best performance for parallel ARM jobs. We do not recommend to increase the number of agents above 12 as the most effective setting is anything between 6 and 12. This change impacts both Relativity Server (10.3.2) and RelativityOne.
1/20/2020 10.3.287.3 Resolved Defects Relativity Desktop Client Customers that have more than 10 file shares can now export in Aspera mode from file share 10 or greater when there are artifacts that are contained in \\files.
1/20/2020 10.3.287.3 Resolved Defects Relativity Desktop Client Customers can now import files with RDC when the (delimiter || quote) is white space.
1/20/2020 10.3.287.3 Resolved Defects Relativity Desktop Client Customers with client domains enabled can use Aspera on the Utility Virtual Machine (UVM).
1/20/2020 10.3.287.3 Resolved Defects Relativity Desktop Client Removed discrepancy between processed count and exported count when export is successful.
1/20/2020 10.3.287.3 Resolved Defects Relativity Desktop Client In Web mode, missing files in a workspace causes an error message to display.
1/20/2020 10.3.287.3 Enhancement Relativity Desktop Client The file transfer mode status is disabled when copying images and natives are both disabled.
1/20/2020 10.3.287.3 Resolved Defects Discovery Corrected an issue where extracted text was getting corrupted when an emoji was present in an email file.
1/20/2020 10.3.287.3 Enhancement Legal Hold You can now select .CSV for the output format for the Questionnaire Responses Export report.
1/20/2020 10.3.287.3 Resolved Defects Legal Hold You can now ARM Restore Workspaces containing Legal Hold Scheduled Communications.
1/20/2020 10.3.287.3 Resolved Defects Legal Hold New Preservation Holds will no longer remain in a "Pending" state if the initial Preservation Case creation attempt fails.
1/20/2020 10.3.287.3 Resolved Defects Searching When the 'Include dtSearch' setting is set to 'Yes' during an ARM Archive, Restoring the workspace will now correctly include the dtSearch indexes as active.
1/20/2020 10.3.287.3 Resolved Defects Relativity Scripts & Utilities The Case Metrics application now enters the correct timezone for both the last 7 days and Last Week selection when the Audit application is installed on the selected workspace.
1/20/2020 10.3.287.3 Enhancement Searching dtSearch Index Worker agents now include logic to handle sub-index failures without causing the agent to become disabled.
1/20/2020 10.3.287.3 Enhancement RDO Framework The new Field Manger API includes multiple operations for programmatically working with field types supported by Relativity, including multiple choice, fixed length text, date, and other fields. It exposes methods for create, read, update, and delete operations on fields. It also provides helper methods for retrieving available object types, views, keyboard shortcuts, and other information about properties that you can set on fields. These methods are available on the IFieldManager Interface in the Relativity.Services.Interfaces.Field namespace. The classes and enumerations supporting this functionality are available in the Relativity.Services.Interfaces.Field.Models namespace.
1/20/2020 10.3.287.3 Enhancement ADS The new Library Applications Manager API includes multiple operations for working with applications supported by Relativity. It exposes methods for create, read, update, and delete operations on Applications. Apart from providing asynchronous helper methods for retrieving application install status and retry application installs, additional helper methods are newly available for retrieving workspace installation details, installation results, and errors and to cancel application installs. These methods work across the ILibraryApplicationsManager and IApplicationInstallManager interfaces. The classes and enumerations supporting this functionality are available in the Relativity.Services.Interfaces.LibraryApplication namespace
1/20/2020 10.3.287.3 Enhancement Admin Operations New web and cloudy-friendly RESTful APIs for Matter are now available, and it's responsible for performing C.R.U.D operations; it includes all business logic and rules captured when a Relativity administrator manages matters in the Relativity interface.
1/20/2020 10.3.287.3 Enhancement Audit Data Grid Audit Migrator agent now includes additional error handling to reduce the possibility of the agent disabling due to failed migrations.
1/20/2020 10.3.287.3 Resolved Defects Searching A notification displays if you are incorrectly entering Keyword Search syntax. The error reads, "Invalid syntax in Keyword Search query."
1/20/2020 10.3.287.3 Resolved Defects Structured Analytics Increased the quality of parsing email headers during Name Normalizations to improve the identification and grouping of unique entities and aliases.
1/20/2020 10.3.287.3 Enhancement Transfer Mode UI The Transfer Mode UI displays multiple transfer modes based on configurations and displays "Pending" when it's determining the mode.
1/20/2020 10.3.287.3 Enhancement ARM

With Goatsbeard 0 release the following warning message will be displayed on ARM jobs tab for the customers using recurring jobs:

"Please be notified that starting Indigo release (1/4 - 1/18/2020), Execution Type: Recurring functionality will be removed from ARM.

Please cancel all existing recurring jobs in advance as they will not be executed after Indigo release."

Starting Goatsbeard 0 release there will be no possibility of adding new recurring job neither editing the existing one.

See ARM documentation for details.

1/20/2020 10.3.287.3 Resolved Defects Telemetry

The Telemetry Application had the Global Application flag added to it. This should prevent it from being installed into workspaces. It was possible for clients to have already installed it in workspaces and they will need to uninstall it from the workspaces when upgrading to 10.3 or higher. (Clients should uninstall it from workspaces even if they are not upgrading. It does not need to be in workspaces.) How to:

1. Log into the instance front end as a System Admin user.

2. Change the Instance setting "DeveloperMode" in section "Relativity.Core" to True

3. Go to the Application Library tab and click on "Relativity.Telemetry", this will show you a list of workspaces the app is installed in.

4. For every workspace the app is in: * Go to the workspace's "Relativity Application" tab * Click the Relativity.Telemetry application * Unlock the application via the button. * Uninstall the application via the button. * Verify the uninstall via the button. * Uninstall the application via the button

5. After the app has been uninstalled from every workspace, go back and change the Instance setting "DeveloperMode" in section "Relativity.Core" to False

1/20/2020 10.3.287.3 Resolved Defects Workspace Portal The Workspace Portal now properly respects the permission, “Workspace Portal Services Permission.”
1/20/2020 10.3.287.3 Resolved Defects Relativity Scripts & Utilities The Data Grid Text Migration application now batches the Field setup query to correctly handle large case migrations.
1/20/2020 10.3.287.3 Enhancement Relativity Scripts & Utilities The Breakage Report is now exportable to either CSV or XLSX via the export link at the top of the list.
1/20/2020 10.3.287.3 Enhancement Relativity Scripts & Utilities The Breakage Report now includes two columns containing the operators and the searchable text used to create the Saved Search.
1/20/2020 10.3.287.3 Enhancement Relativity Scripts & Utilities The Data Grid Text Migration application now automatically creates a copy index of any active dtSearch index that uses the deprecated <All Documents in Workspace> Searchable Set. The system created index creates a Saved Search that includes the same fields as the <All Documents in Workspace> Searchable Set. You can use the Index Swap button in the dtSearch index console to update any existing Saved Searches using the original dtSearch index that are no longer valid.
1/20/2020 10.3.287.3 Enhancement Relativity Scripts & Utilities The Data Grid Text Migration application will now automatically start any jobs that are in a Pending state that can be found in the Text Migration Jobs tab. For workspaces ARM Restored into RelativityOne, this feature will automatically created a job and execute on the Extracted Text field to migrate to Data Grid.
1/20/2020 10.3.287.3 Enhancement Relativity Scripts & Utilities When selecting the Start Job button or Retry Errors button in your Data Grid Text Migration job, your job will be added to the queue to begin as soon as any running or pending jobs complete.
1/20/2020 10.3.287.3 Enhancement Short Message Viewer We’ve made UI changes to the Short Message Viewer to improve layout specifications, participant list badge colors, skin style, conversation header, and date and conversation breaks.
1/20/2020 10.3.287.3 Enhancement Assisted Review The Coded Documents count is no longer reported on the Active Learning Viewer.
1/20/2020 10.3.287.3 Resolved Defects Assisted Review We now provide a notification on an Active Learning project that a Classification Index is inactive after you manually cancel population.
1/20/2020 10.3.287.3 Enhancement Assisted Review The Active Learning viewer now supports undocking the viewer, swapping panes, a standalone viewer, and backward document navigation.
1/20/2020 10.3.287.3 Enhancement Assisted Review The Review Statistics tab now contains a section called Model Updates, which contains a history of Active Learning model builds.
1/20/2020 10.3.287.3 Enhancement Assisted Review In the documents tab, you can now run a search against a classification index to quickly return documents of a certain rank or within a range of ranks from an Active Learning Project.
1/20/2020 10.3.287.3 Enhancement Assisted Review By default, the Document List view that is generated when an Active Learning Project is created is now sorted on the Reviewed On field in ascending order.
1/20/2020 10.3.287.3 Resolved Defects Conceptual Analytics You now need the View permission on Analytics Indexes to perform a search with the conceptual and classification search providers.
1/20/2020 10.3.287.3 Enhancement Structured Analytics When you run name normalization, we now automatically merge entities with the same first name and last name values rather than creating duplicate entities of the same name with a number suffixed to the end.
1/20/2020 10.3.287.3 Enhancement Structured Analytics When you run name normalization, we now automatically merge entities that are identified with existing entities created by Processing, Legal Hold or Case Dynamics when their first name and last name values match.
1/20/2020 10.3.287.3 Resolved Defects Searching We fixed an issue in which editing a modified but unsaved saved search from the search browser context menu loaded unsaved modified conditions instead of previously saved conditions.
1/20/2020 10.3.287.3 Resolved Defects List Page We fixed an issue in which the Item List didn't load as a result of an erroneous query to generate a visualization dashboard.
1/20/2020 10.3.287.3 Resolved Defects Mass Operations We fixed an issue in which customers would see unexpected results when performing mass operations with custom search providers (dtSearch, Keyword) against saved searches with relational fields included.
1/20/2020 10.3.287.3 Enhancement Searching The Save As action on an existing saved search now prompts the user with a modal to update the name of the search.
1/20/2020 10.3.287.3 Enhancement Searching You are now able to copy existing conditions cards in the search panel with one click via a copy icon.
1/20/2020 10.3.287.3 Enhancement Searching The saved search form in the saved search browser now launches in a modal with updated styling.
1/20/2020 10.3.287.3 Enhancement Review Secondary buttons on Relativity Forms Modals have been updated with a secondary button style. Delete buttons have been updated with a destructive button style.
1/20/2020 10.3.287.3 Enhancement Review The timeline in the Short Message Viewer now persists any sizing changes applied while you review SMS documents.
1/20/2020 10.3.287.3 Enhancement Review The Short Message Viewer now takes your current Viewer type into account when opening attachments.
1/20/2020 10.3.287.3 Enhancement Review You can now fully collapse and hide the timeline in the Short Message Viewer.
1/20/2020 10.3.287.3 Enhancement Review The Review Interface now displays the Relativity logo while it is loading the Outside In Viewer.
1/20/2020 10.3.287.3 Enhancement Review The Short Message Viewer now supports zoom functionality.
1/20/2020 10.3.287.3 Enhancement Legal Hold There is a new Task object that allows you to create work tasks and associate them to any project. You can assign tasks to Project Members (not Custodians), who are people assigned a Role that has the Project Member system tag enabled.
1/20/2020 10.3.287.3 Enhancement Legal Hold You can now add Project Members to any project by assigning a role that has the Project Member system tag enabled. Project members can be assigned tasks, but they can't be placed on holds within a given project.
1/20/2020 10.3.287.3 Enhancement Legal Hold You can now customize custodian pickers by setting which columns to display, including custom fields, as well as the column order, the default width, and the column header text. You can also access picker configurations under the Item Selectors menu option in the Legal Hold Settings.
1/20/2020 10.3.287.3 Resolved Defects Processing Administration In instances where Lockbox is enabled, on the worker monitoring tab, when a user views a worker thread for a workspace they do not have access to, status fields will display "Item Secured" instead of the previous message "Failure retrieving processing data."
1/20/2020 10.3.287.3 Resolved Defects Infrastructure When a Processing DeleteBatch job with a large amount of data is executing, Worker Status information will be correctly reflected in the Relativity Servers and Worker Monitoring tabs.
1/20/2020 10.3.287.3 Resolved Defects File Handlers Relativity Processing now supports Encrypted ALZ (AlZip) files.
1/20/2020 10.3.287.3 Resolved Defects Errors Password Protected ALZ files will now throw the proper error message when Relativity Processing is unable to decrypt them.
1/20/2020 10.3.287.3 Resolved Defects Errors When attempting to extract text or open email/MSG files when Processing, we attempt to open the file from disk if opening it from memory fails, which should lead to less out of memory issues when Processing email files.
1/20/2020 10.3.287.3 Resolved Defects Discovery Certain HWP files with embedded scripts could cause processing jobs to become stuck. This has been fixed.
1/20/2020 10.3.287.3 Resolved Defects Discovery Some Microsoft Office and Open Office files were incorrectly identified as container (zip) files, if the XML files that defined their contents were UTF-16 encoded instead of UTF-8. This has been fixed.
1/20/2020 10.3.287.3 Resolved Defects Discovery Some HTML formatted emails are handled more similarly to how Outlook handles them; emails with content before the HTML tag have the important content shifted to the body tag of the email, leading to emails with proper extracted text content.
1/20/2020 10.3.287.3 Resolved Defects Discovery Fixed an issue where the 'Comments' metadata for DOCX files was being captured as 'Office/Description' instead of 'Office/Comments'.
1/20/2020 10.3.287.3 Enhancement Discovered Files You can now create widgets and dashboards to visualize discovered data prior to publish. In addition, you can export the list view.
1/20/2020 10.3.287.3 Resolved Defects Publish Time Zones on the Processing Data Source and the Worker server now function properly, eliminating job level publish errors caused by mismatched values.
1/20/2020 10.3.287.3 Resolved Defects Discovery BCC/CC/To fields are now parsed properly even when the length is greater than 8192 bytes.
1/20/2020 10.3.287.3 Resolved Defects Publish When a stuck job is resolved and the agent is back up, Publish jobs now properly resume.
1/20/2020 10.3.287.3 Resolved Defects Processing Agents The Processing Set Manager agent's activity messages will now correctly refer to the Processing Data Sources rather than Processing Sets.
1/20/2020 10.3.287.3 Enhancement Relativity Desktop Client On the Workspace Details, the console now has a link for downloading the Relativity Desktop Client.
1/20/2020 10.3.287.3 Enhancement Installation enhancements The RDC installer is now available as an .exe file. It is now called Relativity.Desktop.Client.Setup.exe.
1/20/2020 10.3.287.3 Enhancement Installation enhancements The RDC installer now checks for the software prerequisites. If you're missing any of the prerequisites, your computer must have Internet access so that the RDC installer can fetch the required software. If your computer doesn't have Internet access, the RDC installer can't retrieve the necessary software, so the installation fails.
1/20/2020 10.3.287.3 Enhancement Installation enhancements The RDC installer supports both 32-bit or 64-bit machines, so you don't need to select an installer based on the operating system type. It now detects the processor type for your computer and automatically installs the appropriate software.
1/20/2020 10.3.287.3 Enhancement Installation enhancements The RDC installer includes an updated, streamlined look and feel. It also has a checkbox labeled "This application will be used with RelativityOne." This checkbox replaces the previous one labeled "Enable firewall rules on this computer."
1/20/2020 10.3.287.3 Enhancement Installation enhancements Relativity.Desktop.Client.exe is now the name of the executable for the RDC.
1/20/2020 10.3.287.3 Enhancement Upgrading When you upgrade to Goatsbeard and higher releases, the RDC installer preserves any existing app.config settings that you were using for the RDC.
1/20/2020 10.3.287.3 Enhancement Relativity Desktop Client To minimize the need to reinstall new versions of the RDC, the RDC has been redesigned to work across multiple releases. The RDC available in this release supports Relativity versions from 9.7 Bluestem through 10.3 Goatsbeard.
1/20/2020 10.3.287.3 Enhancement Relativity Desktop Client The RDC installer includes updated messaging for software compatibility checks and provides a compatibility URL.
1/20/2020 10.3.287.3 Enhancement Transfer Mode UI The Transfer Mode UI displays multiple transfer modes based on configurations and displays "Pending" when it's determining the mode.
7/16/2019 1.8.5 Resolved Defects Mobile platform The Relativity mobile platform app for on-premise environments has been maintenanced to improve performance to resolve minor bugs.
10/14/2019 10.2.270.1 Enhancement Infrastructure You're no longer required to install the Hancom Office Hanword 2014 Viewer in order to use Relativity Processing.
10/14/2019 10.2.270.1 Resolved Defects Legal Hold The Employment Status Change report now shows any Custodians whose End date falls within the specified report date range, even if the posting date of the related audit entry itself falls outside the reporting date range.
10/14/2019 10.2.270.1 Resolved Defects Legal Hold Saved communications now display graphics embedded in tables. Also, you can now resize graphics embedded in tables without getting stuck in a never-ending resizing session.
10/14/2019 10.2.270.1 Resolved Defects Discovery We now properly extract Line Art from HWP files.
10/14/2019 10.2.270.1 Resolved Defects Discovery We improved performance of worker process initialization during Processing.
10/14/2019 10.2.270.1 Enhancement Processing A reduced memory footprint now allows a large number of document errors to be retried at once without getting stuck.
10/14/2019 10.2.270.1 Resolved Defects Processing Agents Large tracking logs no longer cause slow or failed processing jobs.
10/14/2019 10.2.270.1 Resolved Defects OCR We now send email notifications for completed OCR jobs.
10/14/2019 10.2.270.1 Resolved Defects Production Sets Productions no longer write to the Date Produced field if the field is already populated. Upon copying a production, the date produced field is no longer be copied.
10/14/2019 10.2.270.1 Resolved Defects Production Sets If the number of document fields or the number of produced productions is bigger than the choiceoflimitonUI setting, the refreshed layout message doesn't show up after upgrade in the production layout.
10/14/2019 10.2.270.1 Enhancement Analytics The Java Developer Kit (JDK) that is utilzed in the Relativity Analytics Engine has been updated from Oracle JDK to AdoptOpenJDK version 8.
10/14/2019 10.2.270.1 Resolved Defects Searching You can now perform a dtSearch index build on documents greater than 2 GBs.
10/14/2019 10.2.270.1 Resolved Defects Searching You can run a full or incremental build on existing dtSearch indexes still using the deprecated <All Documents in Workspace> Searchable Set.
10/14/2019 10.2.270.1 Resolved Defects Audit You can now sort on the Object Artifact ID in the Audit tab.
10/14/2019 10.2.270.1 Resolved Defects Legal Hold Email addresses that contain a hyphen before the @ are no longer treated as invalid.
10/14/2019 10.2.270.1 Resolved Defects Legal Hold Legal Hold no longer becomes unresponsive when you change a custodian's assigned role to a role that has the Place On Preservation Hold system tag enabled.
10/14/2019 10.2.270.1 Resolved Defects Legal Hold The Questionnaire Responses Export report now populates correctly in workspaces that were previously ARMed.
10/14/2019 10.2.270.1 Resolved Defects Production Sets You're now able to edit a produced production that gets upgraded from any previous versions of Relativity to Foxglove 1 or Goatsbeard EA.
10/14/2019 10.2.270.1 Resolved Defects Searching dtSearch index builds now correctly index Searchable Sets containing a combination of multi-object fields and Data Grid enabled long text document fields.
10/14/2019 10.2.270.1 Resolved Defects Processing Publish longer fails in instances where AD1 Images that contain more files than the designated batch size are processed. The default batch size is 10,000.
10/14/2019 10.2.270.1 Enhancement Legal Hold The communication Response Due Date is now displayed in the Custodian Status dashboard.
10/14/2019 10.2.270.1 Enhancement Legal Hold There is a new merge field for communications named Active Projects, which returns only active projects that the custodian is assigned to.
10/14/2019 10.2.270.1 Enhancement Review Interface Annotations, including highlights and redactions, are now visible in the thumbnail viewer when using the Image Viewer.
10/14/2019 10.2.270.1 Enhancement Review Interface The native file download link in the Relativity Viewer will display the download icon only if the document has an associated native file, the user has permission to download it, and the native type is not restricted for download.
10/14/2019 10.2.270.1 Enhancement Review Interface The Markup Navigator now allows users to click anywhere in a row to navigate to a markup. The last clicked row is highlighted in yellow.
10/14/2019 10.2.270.1 Enhancement Review Interface The Markup Navigator now automatically refreshes when a markup is created or deleted by the user.
10/14/2019 10.2.270.1 Enhancement Review Interface When an on-the-fly imaging job is in progress in the Relativity Viewer, a status pill is displayed to indicate job progress.
10/14/2019 10.2.270.1 Enhancement Review Interface The visual style of modals in the image mode and productions mode have been updated. This includes the Mass Redact, Mass Delete Annotation, Edit Text Redaction, Delete Annotation, and Single Save as PDF modals. The functionality of these modals remain unchanged.
10/14/2019 10.2.270.1 Enhancement Review Interface The image mode and productions mode in the Relativity Viewer have been updated to utilize Outside In for rendering and displaying document data. This replaces PDFTron which was previously used in these viewer modes.
10/14/2019 10.2.270.1 Enhancement Review Interface The image mode and productions mode in the Relativity Viewer now display a document skeleton while document data is being prepared or loading. This replaces the previously used spinning loader.
10/14/2019 10.2.270.1 Enhancement Review Interface A status pill now indicates the job progress when conversion streaming is in progress.
10/14/2019 10.2.270.1 Enhancement Review Interface Conversion streaming is now enabled in the native, image, and production modes allowing content to display in the viewer while conversion is in progress, without requiring the user wait for the entire conversion job to complete before viewing document content.
10/14/2019 10.2.270.1 Resolved Defects Review Interface The DefaultTextRedactionTextSize instance setting no longer determines the default text size for text redactions in the Image Viewer. The text size defaults to "Auto."
5/15/2019 1.8.4 Enhancement Mobile platform The Relativity mobile app now has a pop-up message for RelativityOne users that directs users to download the RelativityOne mobile app.
5/15/2019 1.8.4 Enhancement Mobile platform The Relativity mobile app now supports the update image and production viewer.
5/15/2019 1.8.4 Resolved Defects Mobile platform Documents now correctly convert and load in Relativity's mobile app.
10/14/2019 10.2.270.1 Enhancement Searching When selecting a button in the Build and Manage Index console, the action will be captured in Relativity audits. You can now select the View Audit button to see what button was selected, when it occurred, and who initiated the action. This includes selecting Build Index: Full, Build Index: Incremental, Compress Index, Deactivate Index, and Swap Index.
10/14/2019 10.2.270.1 Enhancement Searching dtSearch index builds now have an option in the Advance Settings to enable Accent Sensitive indexing. You can now index and search on characters containing accents.
10/14/2019 10.2.270.1 Enhancement Searching Updating any existing settings on the dtSearch index build page will now be captured through Relativity audits. You can now select the View Audit button to identify what settings were changed, who changed them, and when the change was made.
10/14/2019 10.2.270.1 Enhancement Searching The dtSearch index build page now provides a Searchable Set pop-up with improved filtering capabilities that includes additional fields: Name, Created By, and Last Modified On date.
10/14/2019 10.2.270.1 Enhancement Searching When building a dtSearch index, you will now be notified if the selected Searchable Set does not contain a long text document field.
10/14/2019 10.2.270.1 Resolved Defects Discovery All SmartArt text is now extracted correctly from Microsoft Office documents, including certain unusual SmartArt structures.
10/14/2019 10.2.270.1 Enhancement Legal Hold The Questionnaire Responses Report now adds a copy of the exported report to to the Attachments list displayed under the Libraries tab. Switch to the "System Generated Attachments" list view to see all Questionnaire Responses exports.
10/14/2019 10.2.270.1 Enhancement Legal Hold The Questionnaire Responses Report export file is now named with a .DAT extension to reflect the fact it uses Concordance DAT file delimiters.
10/14/2019 10.2.270.1 Resolved Defects Legal Hold The undo button no longer deletes the contents contained in the HTML editor following a paste operation or the addition of a merge field.
10/14/2019 10.2.270.1 Enhancement Field Mapping You can now map a Relativity field to a new Field Catalog option called Deduped Count, which allows you to know how many duplicates a published file has encountered when deduplication is enabled.
10/14/2019 10.2.270.1 Enhancement Errors On the Document Error layout, you can now see the new field Original File Path, which contains both the Source Path and the File Name. This allows greater ease in tracing back to the Processing Source Location when investigating the error.
10/14/2019 10.2.270.1 Enhancement Processing Sets You can now see the total size and number of files in a data source by two new fields: Pre-Expansion File Size and Pre-Expansion File Count, respectively.
10/14/2019 10.2.270.1 Enhancement Assisted Review In Active Learning, if an Elusion test is in progress when an index is repopulated, the Elusion test is canceled. Now, the Elusion Test review card displays a message providing you the reason why the Elusion Test was automatically canceled.
10/14/2019 10.2.270.1 Resolved Defects Reviewer Interface The DefaultTextRedactionTextSize instance setting is no longer used to determine the default text size for text redactions in the Image Viewer. The text size will default to 'Auto'.
10/14/2019 10.2.270.1 Enhancement RDO Framework The Relativity Forms API now supports the ability to override the data source for fields with picker display types.
10/14/2019 10.2.270.1 Resolved Defects RDO Framework The Relativity Forms API now supports the ability to override the data source the file field type.
10/14/2019 10.2.270.1 Resolved Defects RDO Framework Relativity Forms now supports the ability to specify that yes/no fields are strictly boolean (the Field will not have an "unset" possibility, and instead will defaults to false). This can be accomplished by setting the Field's `RemoveNoValueChoice` property to `true` in the Layout JSON for the yes/no Field.
10/14/2019 10.2.270.1 Enhancement RDO Framework Relativity forms now supports the ability to specify whether options in a non-yes/no fields with a dropdown display type are sorted. This can be set on the field's SortOptions property.
10/14/2019 10.2.270.1 Enhancement Mass Operations The default scope of a mass operation is now all items in an item list. Clicking a specific item in the list will reduce mass operation scope to checked items. 
10/14/2019 10.2.270.1 Enhancement Views You can now preview the order of views when editing or creating a new view by clicking the View Order button next to the Order field. 
10/14/2019 10.2.270.1 Enhancement Saved Search When creating saved searches, you can now copy existing condition cards with a single click through the new copy icon on each condition card in the search panel.
10/14/2019 10.2.270.1 Enhancement Saved Search You can now clear your folder selection when determining the scope of your saved search in the saved search modal. 
10/14/2019 10.2.270.1 Enhancement Fluid Relativity modals now render with a secondary button style treatment for Close and Cancel actions. 
10/14/2019 10.2.270.1 Resolved Defects Batching The batch data source drop-down in the Batch Set layout can now display more than 10,000 saved searches. This is because the drop-down converts to a picker when the threshold is met for the item count specified for the ChoiceLimitForUI instance setting.
10/14/2019 10.2.270.1 Enhancement Batching The Batch Set Data Source drop-down now respects the ChoiceLimitForUI instance setting and converts to a pop-up picker list for saved searches.
10/14/2019 10.2.270.1 Resolved Defects Export to file When you export to file from a saved search, we now maintain the sort order applied to the list.
10/14/2019 10.2.270.1 Resolved Defects Folder browser When you click on any folder in the Document folder browser, you no longer receive a Document List error if the Folder Name field is secured in a given Workspace.
10/14/2019 10.2.270.1 Resolved Defects Mass Operations When an ARM-mapped user refreshes the page on a filtered document list in an ARM-migrated workspace, the default scope of a mass operation is no longer all documents in the workspace.
10/14/2019 10.2.270.1 Resolved Defects Web browser Pie Chart labels are no longer hidden in pivot widgets when you apply browser zoom while using Chrome.
10/14/2019 10.2.270.1 Resolved Defects Web browser The fixed-length text field list filter now returns results for items with leading white space characters.
10/14/2019 10.2.270.1 Enhancement Relativity Scripts & Utilities During a Data Grid Text Migration job, we now check if there is a dependent field on the field that's being migrated and then move that workspace to a state of Completed with Errors until the dependent field is addressed.
10/14/2019 10.2.270.1 Resolved Defects Infrastructure The Data Grid File Mapping table now has a constraint on the FileSize column to prevent any applications or processes from writing a FileSize value of 0.
10/14/2019 10.2.270.1 Enhancement ARM The Archive Job and Archive Summary Pages now include a new Processing Options section, which includes the new Discovered Files and Missing Files Behavior settings.
10/14/2019 10.2.270.1 Enhancement Legal Hold You now have the option of reusing the email body content of a communication for the Portal Detail content.
10/14/2019 10.2.270.1 Enhancement Legal Hold We now display the date that a custodian was assigned to a Legal Hold Project in the Assigned Date field.
10/14/2019 10.2.270.1 Enhancement Legal Hold You can now require Single Sign-On (SSO) access to the Custodian Portal. Relativity Legal Hold supports OpenID Connect using Microsoft Azure AD.
10/14/2019 10.2.270.1 Enhancement Legal Hold You can now export questionnaire responses to a DAT file using the Questionnaire Responses Export report. Questions and sub-questions are now arranged in chronological order from left to right in the exported DAT file.
10/14/2019 10.2.270.1 Enhancement ADS The MaxConcurrentWorkspaceUpgradesPerApplicationInstallerAgent instance setting has been removed. It was originally added to allow concurrent application installs within a single Application Installation Manager agent. We were hoping for less contention in the database by retrieving more workspaces per query and a speed improvement by running the installs concurrently. Since then we were able to reduce blocking in the query significantly, and we have found that multiple threads in an agent are no better than simply adding more agents. There was no longer a need for this capability. Without this setting, the recommended way for a Relativity administrator to speed up application installs is to add more Application Installation Manager agents.
10/14/2019 10.2.270.1 Enhancement Authentication The new DomainNameWhiteListUrls instance setting allows a system administrator to enter a semicolon-delimited list of domain names that can navigate users away from Relativity. If the URL is not on the white-list, the user will not be allowed to navigate to the external URL. The instance setting defaults to a wildcard ( * ), which allows all external URLs to be accessible and the system admin should configure the instance setting as needed.
10/14/2019 10.2.270.1 Enhancement Processing The new Discovered Files page in Relativity Processing allows you to view and analyze your discovered data before it is published.
10/14/2019 10.2.270.1 Resolved Defects Processing In the Worker Monitoring and Processing History tabs in Relativity, numeric fields (both fields with integers and fields with decimals) are now formatted based on the local client machine, including a thousands separator.
10/14/2019 10.2.270.1 Resolved Defects Processing Object Security Permissions now accurately reference Quick-Create Set(s).
10/14/2019 10.2.270.1 Enhancement Processing You can now configure Relativity's behavior when an error occurs during the file copy stage of a Processing archive job. As part of your ARM settings, you can choose whether to skip the errored file or stop the job entirely.
10/14/2019 10.2.270.1 Enhancement Processing When encountering a document error where metadata exceeds the fixed length of a field, you will now see as part of that error message the details regarding maximum length allowed as well as the current length of errored data.
10/14/2019 10.2.270.1 Resolved Defects Processing The Email Modified Flag field now returns accurate values.
10/14/2019 10.2.270.1 Resolved Defects Processing The Email Sent Flag field now returns accurate values.
10/14/2019 10.2.270.1 Resolved Defects Processing dtSearch now behaves as expected when it fails to extract text for DRM-protected Word, Excel, or PowerPoint files. Relativity switches over to native text extraction and then throws an error if applicable.  This applies only to files saved in pre-2007 format (e.g., .doc, .xls, etc.).
10/14/2019 10.2.270.1 Enhancement Reviewer Interface The native file download link in the Viewer now only displays the download icon if the document has an associated native file. 
10/14/2019 10.2.270.1 Enhancement Reviewer Interface The Markup Navigator now allows you to click anywhere in a row to navigate to a markup. The last clicked row is highlighted in yellow. 
10/14/2019 10.2.270.1 Enhancement Reviewer Interface The Markup Navigator now automatically refreshes when you create or delete a markup. 
10/14/2019 10.2.270.1 Enhancement Reviewer Interface The Cursor Token is now replaced when used in the Action field of a custom Viewer Context Menu Item.
10/14/2019 10.2.270.1 Enhancement Transcripts The list of designations in the right-click designation menu are now alphabetized. 
10/14/2019 10.2.270.1 Enhancement Transcripts The default sort order in the tabs on the Transcripts Layout has been updated to show the newest item created at the top of the list. 
10/14/2019 10.2.270.1 Enhancement Transcripts When working with video transcript files, you are now able to create, save, merge and export video clips. In the initial release the export format options will be Clip Creation Script (.CCS) and Comma-Separated Values (.CSV).
10/14/2019 10.2.270.1 Enhancement Case Dynamics When you use type ahead to link Key People, the person's name will be displayed in the First Name Last Name format once selected (e.g."John Doe"). Previously, values were displayed with Last Name, First Name format (e.g. "Doe, John"). 
10/14/2019 10.2.270.1 Enhancement Case Dynamics The information that used to be stored in the Person and Organization objects of Case Dynamics is now stored in the Entity object. You will be able to classify Entities of Type Organization or Person as "Key" to include them in Case Dynamics workflows. You will be able to create Key Entities throughout the application, similar to how you created people and organizations prior to the Foxglove release. As people and organizations are identified in Legal Hold, Processing and Analytics and become central to the case, you can simply mark them as Key to include them in Case Dynamics.
10/14/2019 10.2.270.1 Enhancement Production Sets An error will no longer occur when attempting to delete a Production.
10/14/2019 10.2.270.1 Enhancement Case Dynamics When you create parent-child relationships from the Case Dynamics Coding Pane, the items in the parent fields are now alphabetized, and the character limit has been increased to improve readability.
7/15/2019 10.1.290.1 Resolved Defects Audit The Object Artifact ID can be used to filter on in the List View and the Artifact ID is no longer available. Artifact ID was a duplicate field that was not filterable.
7/15/2019 10.1.290.1 Enhancement Audit When querying specifically on a field in the List View, the query now only applies to the field that is requested.
7/15/2019 10.1.290.1 Enhancement Searching Lucene Search is deprecated as a Search Provider for Index Search in Relativity. This includes all related Worker and Manager agents for indexing long text document fields with Elasticsearch.
7/15/2019 10.1.290.1 Enhancement ARM When selecting Include Data Grid with ARM Archive and Restores, any Lucene Search index active in the workspace will not be included.
7/15/2019 10.1.290.1 Resolved Defects Authentication The Trusted IPs now filter out ports, and only evaluate against the IP address. There is no longer a need for “:*” in your just trusted IP addresses, and will now be seen as a failure due to the port not being considered for evaluation.
7/15/2019 10.1.290.1 Resolved Defects Discovery Publish will no longer fail in instances where AD1 Images that contain more files than the designated batch size are processed. The default batch size is 10,000.
7/15/2019 10.1.290.1 Resolved Defects Discovery We addressed issue where larger Encase files may get errors due to insufficient resources being available.
7/15/2019 10.1.290.1 Resolved Defects Legal Hold When creating a Preservation Case you can now enter just a Start Date or just a End Date for your date filter criteria.
7/15/2019 10.1.290.1 Resolved Defects Case Dynamics The Link right-click menu option in the Viewer now appends text to long text fields on Case Dynamics objects.
7/15/2019 10.1.290.1 Resolved Defects Item List You no longer see unexpected results when performing mass operations with custom search providers (dtSearch, Keyword) against saved searches with relational fields included.
7/15/2019 10.1.290.1 Enhancement Item List The field picker list now includes lazy loading when you use the item list filters.
7/15/2019 10.1.290.1 Enhancement Saved Search The field picker list now includes lazy loading when you create views or saved searches.
7/15/2019 10.1.290.1 Enhancement Discovery Invariant workers now support IBM Lotus Notes 10.0.1.
7/15/2019 10.1.290.1 Enhancement Discovery You're no longer required to install Adobe Acrobat Reader in order to use Relativity Processing.
7/15/2019 10.1.290.1 Enhancement Imaging

When upgrading to BlazingStar (10.1) customers using the Native Time Zone Offset application will need to upgrade to the latest version (currently 6.1.0.6). Failure to do this will result in the agent shutting down and failing to run. Customers that are on 9.7 or later can upgrade the application to version 6.1.0.6 at any point prior to upgrading. Customers using older version of Relativity should upgrade the application immediately after the Relativity upgrade. Upgrading the application requires 2 steps:

  • Updating the Relativity Script used by the application.
  • Upgrading the application using a RAP file.
7/15/2019 10.1.290.1 Resolved Defects Structured Analytics To prevent the creation of large entity groups, we now correctly handle aliases that include 'on behalf of' and generic aliases such as 'Mom' or 'John.'
7/15/2019 10.1.290.1 Resolved Defects Exporting When you export to file from a saved search, we now maintain the sort order applied to the list.
7/15/2019 10.1.290.1 Resolved Defects Relativity Scripts & Utilities When you run a Data Grid Text Migration job on a workspace, and the workspace is deleted while the job is in progress, the Data Grid Migration Worker agent now detects the workspace's deletion and correctly updates the status of the job.
7/15/2019 10.1.290.1 Resolved Defects Relativity Scripts & Utilities The Data Grid Text Migration application can now successfully migrate documents from SQL to Data Grid that are greater than 1 GB in size.
7/15/2019 10.1.290.1 Enhancement RDO Framework The Auto Increment Field on Object application now creates audits for field updates.
7/15/2019 10.1.290.1 Resolved Defects Processing The space delimiter for Quick-Create Set(s) now works properly.
7/15/2019 10.1.290.1 Enhancement Processing You can now associate a Classification choice when creating or editing a custodian entity record. This allows you to understand the origin of the entity, specifically whether it was created via Processing, Name Normalization, or Case Dynamics. You can also now view and filter on Classification when selecting a Custodian from the picker view on a Processing Data Source, as well as on the Entities - Processing View under the Entities tab. Note that Custodian records originating from Quick-Create Set(s) will have the new Classification choice of Custodian - Processing automatically assigned.
7/15/2019 10.1.290.1 Enhancement Processing The SkipDocumentAuditDuringPublish instance setting is now enabled (set to True) by default. This means that Relativity by default will skip recording the Created and Native Created events in the Document History in order to boost performance during publish. You can change the default value for this instance setting, if desired.
7/15/2019 10.1.290.1 Resolved Defects Imaging The Print/Save as PDF mass operation now fails when used inside a workspace containing a thousand or more productions.
7/15/2019 10.1.290.1 Resolved Defects Mass Operations The Send to Case Map mass operation no longer works if the case map view contains a single/multi-choice field and if the value is not set for a document.
4/27/2019 10.1.290.1 Enhancement Mobile platform This updates an existing default value for the token lifespan used for Relativity Mobile.
7/15/2019 10.1.290.1 Enhancement Relativity Desktop Client When exporting productions, saved searches, or folders with the Relativity Desktop Client (RDC), you now have more options to name the native and text files. Specifically, you can choose the control number and append the filename with custom text or leverage existing designation fields in the workspace.
7/15/2019 10.1.290.1 Resolved Defects Authentication Relativity has changed how it handles trusted IPs, removing the common need for wildcards (":*"). The new setting, XForwardedForTrustedProxies, lists trusted proxies which are allowed to set the trusted IP for incoming requests. Relativity then only checks the first IP against the configured IPs for a given authentication request, in addition to handling certain nonstandard X-Forwarded-For headers.
7/15/2019 10.1.290.1 Enhancement All Products Beginning April 1st, Relativity will no longer support the Performance Dashboard (PDB) application, and it will be removed from all RelativityOne instances. At this point, a new open source version of PDB will become available. For more information on this new version, contact the Relativity Developer Experience team at devex@relativity.com. In addition, with the Blazingstar release, the RelativityOne Activity Dashboard is now available, and it allows you to monitor your instance usage. For more information about the RelativityOne Activity Dashboard, contact your CSM.
7/15/2019 10.1.290.1 Enhancement RDO Framework The Save and Previous button is now available on Relativity Forms-enabled pages when you create a Relativity Dynamic Object.
7/15/2019 10.1.290.1 Enhancement Kepler APIs for Static Objects A new RESTful Kepler Static Object/API for Object Types is available that is web and cloud friendly. This API is responsible for performing C.R.U.D operations and includes all business logic and rules that are captured when a Relativity administrator manages Object Types within the Relativity UX Agents web page.
7/15/2019 10.1.290.1 Enhancement Auto increment field on object Application The initial value property for the Auto Incremented Field on Object application is no longer editable once it is set.
7/15/2019 10.1.290.1 Resolved Defects Workspace You can now correctly assign a Workspace Admin group to a workspace during workspace creation.
7/15/2019 10.1.290.1 Resolved Defects List Page The Choice List tab now correctly populates entries for the Field and Object Type dropdowns.
7/15/2019 10.1.290.1 Enhancement Infrastructure Relativity Processing now supports Microsoft Office 2016.
7/15/2019 10.1.290.1 Enhancement Errors There are now additional Document error categories available to help make error resolution easier.
7/15/2019 10.1.290.1 Resolved Defects Processing Sets Relativity Processing now correctly handles PDFs containing indirect page properties during copy operations.
7/15/2019 10.1.290.1 Enhancement Transcripts The Transcripts application now supports transcript files up to 10GBs.
7/15/2019 10.1.290.1 Enhancement Transcripts The Transcripts application now displays progress bars when importing transcripts files.
7/15/2019 10.1.290.1 Enhancement All Products Relativity now supports SQL 2017.
7/15/2019 10.1.290.1 Enhancement Service Bus RabbitMQ has replaced Windows Service Bus as the new messaging stack. RabbitMQ is well supported in the community, is FIPS compliant and supports the latest TLS 1.2 protocol.
7/15/2019 10.1.290.1 Enhancement Message of the Day The system administrators now have the ability to allow users to dismiss/hide the Message of the day after the user reads it for the very first time.
7/15/2019 10.1.290.1 Enhancement Servers A new property called 'Is Visible' will be available with drop down options of Yes/No on File Share, Cache Location Server, SQL Primary and SQL Distributed Servers. The property 'Is Visible' can be set to 'No' to prevent the users from using the File Share/ Cache Location Server/ SQL Primary and SQL Distributed for the fields Default File Repository, Default Cache Location and Database Location respectively during Workspace Creation and Workspace Updates.
7/15/2019 10.1.290.1 Enhancement Servers A new property called Friendly Name is available for Sql Primary and Sql Distributed Servers. If the friendly name is set, the friendly name will be visible to the users during workspace creation.
7/15/2019 10.1.290.1 Enhancement Servers The name property on File Share and Cache Location Servers is now editable.
7/15/2019 10.1.290.1 Enhancement Message of the Day System administrators now have the ability to give the users have the ability to opt-out of seeing the message of the day the first time they see it. If the user chooses to opt out, they won't see the same message of the day unless the administrator updates it.
7/15/2019 10.1.290.1 Resolved Defects Searching The word "his" is now included in the default Noise Words list when building a dtSearch index.
7/15/2019 10.1.290.1 Enhancement Searching The Ingestion Management tab is no longer in Relativity with the deprecation of the Lucene Search index search provider.
7/15/2019 10.1.290.1 Resolved Defects Audit The IS operator in the Audit tab now performs the correct search syntax on the Object Name field when applied.
7/15/2019 10.1.290.1 Enhancement Searching Lucene Search is no longer an available Index Search in Relativity.
7/15/2019 10.1.290.1 Enhancement Audit When performing a Revert or Mass Revert on audits in the Audit tab, an audit is now generated with a new Update - Revert or Update - Mass Revert action so that users can identify when the action is performed in the Audit tab.
7/15/2019 10.1.290.1 Enhancement Processing Profile You can now expect to see a boost in performance of up to 75% when using the Processing Duplication Workflow in high volume workspaces.
7/15/2019 10.1.290.1 Enhancement Structured Analytics You can now use Email Threading and Name Normalization to analyze emails containing Dutch language headers.
7/15/2019 10.1.290.1 Enhancement Structured Analytics After running the Name Normalization Structured Analytics operation, you can visualize communication patterns between entities using the Communication Analysis widget on the document list.
7/15/2019 10.1.290.1 Enhancement Relativity Scripts & Utilities When you run a Data Grid Text Migration job in a workspace containing a Lucene Search provider, Relativity now removes that Lucene Search provider from the Search Indexes tab.
7/15/2019 10.1.290.1 Resolved Defects Relativity Scripts & Utilities A Data Grid Text Migration job only breaks saved Keyword Searches if the field being migrated is included in the Full Text Index.
7/15/2019 10.1.290.1 Resolved Defects Relativity Scripts & Utilities The Breakage Report in the Data Grid Text Migration application now correctly displays the saved Keyword Searches that would be affected by running a Text Migration job on the workspaces selected.
7/15/2019 10.1.290.1 Resolved Defects Relativity Scripts & Utilities The Data Grid Migration Worker agent now correctly recognizes and works on workspaces associated with the agent servers on multiple Resource Pools.
7/15/2019 10.1.290.1 Resolved Defects Audit When you query on the Old Value or New Value fields in Audit, Relativity now only queries the field specified in your search.
7/15/2019 10.1.290.1 Resolved Defects ARM ARM Archives now consume less agent memory when extracting audits from Elasticsearch.
7/15/2019 10.1.290.1 Resolved Defects Searching When you add a Batch Set as a condition to a saved search, Relativity now returns the correct results when you run the saved search.
7/15/2019 10.1.290.1 Resolved Defects Audit When you export rows from the History tab, Relativity now correctly exports the information you select in Excel.
7/15/2019 10.1.290.1 Enhancement Relativity Scripts & Utilities The Data Grid Text Migration application automatically drops the field you migrate from the SQL Document table and removes it from the Full Text Index (Keyword Search). An instance setting is now available to disable this automated step; however, this requires manual clean-up if your Text Migration job does not automatically drop the field and remove it from the Full Text Index.
7/15/2019 10.1.290.1 Resolved Defects Infrastructure Calls to initialize an export using the Export API now return full metadata on all fields requested for export.
7/15/2019 10.1.290.1 Resolved Defects Search Term Reports You're no longer allowed to create and run Search Terms Reports on inactive dtSearch indexes.
7/15/2019 10.1.290.1 Enhancement ARM You can now successfully perform an ARM - Restore on a workspace that was archived with Long Text document fields stored in Data Grid and with Lucene Search disabled.
7/15/2019 10.1.290.1 Enhancement Relativity Scripts & Utilities The Data Grid Text Migration application now contains more granular job progress reporting. This includes more incremental updating to the progress bar, as well as the following workspace-specific details: Workspace, Workspace Status, Documents Migrated, Total Documents, and Errors.
7/15/2019 10.1.290.1 Enhancement Relativity Scripts & Utilities You can now retry Data Grid Text Migration jobs that contain workspace(s) that failed to migrate only by running the retry on the workspace(s) that failed during the initial migration.
7/15/2019 10.1.290.1 Enhancement Relativity Scripts & Utilities You must now have System Administrator privileges to perform a Data Grid Text Migration job that migrates Long Text document fields.
7/15/2019 10.1.290.1 Enhancement Infrastructure You can now run a Data Grid Text Migration job on a workspace without requiring a down-time window. Workflows like RDC Import, Processing Publish, and dtSearch index builds can still run on a workspace while a Data Grid Text Migration job is in progress. This also includes normal Review workflows such as reviewing and searching on documents.
7/15/2019 10.1.290.1 Enhancement Relativity Scripts & Utilities The Data Grid Text Migration now includes two new reporting features: Errors Report and Breakage Report. The Errors Report provides information to assist troubleshooting errors encountered during a migration job. The Breakage Report provides information on Relativity objects that may receive errors in the event that you run the Data Grid Text Migration application on a field in a specific workspace.
7/15/2019 10.1.290.1 Enhancement Relativity Scripts & Utilities You can now create Data Grid Text Migration jobs at the instance level. This enables you to create a job that can run across all workspaces in your Relativity instance, which can include up to three Long Text document fields to migrate.
7/15/2019 10.1.290.1 Enhancement Legal Hold You can now see the overall response rates for hold notices and questionnaires for each project represented by a color (Green, Yellow, Red) on the Project list view page. You can configure at what response level each color is displayed.
7/15/2019 10.1.290.1 Enhancement Legal Hold You can now see all outstanding hold notice acknowledgements and questionnaires for one or more projects by running the new Non-Responsive Custodians report.
7/15/2019 10.1.290.1 Enhancement Legal Hold You can now import employee/custodian data from Azure AD using a new provider for Relativity Integration Points.
7/15/2019 10.1.290.1 Enhancement Legal Hold If you utilize the Employment End Date field to track employee departures, you can now run the new Employment Status Change report to see all audit entries for changes made to that field, giving you a list of departed employees.
7/15/2019 10.1.290.1 Resolved Defects Platform When you send a message to users within a workspace, Relativity now correctly sends the message to only the logged-in users in the workspace.
7/15/2019 10.1.290.1 Enhancement Platform The new ApplicationInstallationManagerCacheTimeout instance setting controls the the amount of time, in minutes, that the Application Installation Manager agent caches an application's schema, custom pages, assemblies, and resource files in memory. Entering a value of 0 disables the cache.
7/15/2019 10.1.290.1 Enhancement Platform You can set the new ServiceHostExclusionList instance setting to a semi-colon delimited list of GUIDs for services that you want to prevent from starting in the Service Host Manager.
7/15/2019 10.1.290.1 Enhancement Reviewer Interface The Native File Download icon is now more prominently displayed in the Viewer and its purpose is more clearly indicated.
7/15/2019 10.1.290.1 Enhancement Reviewer Interface To increase document navigation speeds, Relativity now pre-converts applicable document natives, images, and production images regardless of what Viewer mode you're on.
7/15/2019 10.1.290.1 Enhancement Reviewer Interface We've removed the Native (Download) Viewer-mode from the Review Interface and deprecated the instance setting to control the visibility of the Native (Download) Viewer-mode from the Review Interface. Users with the appropriate permissions may continue to download native files from the Review Interface by clicking on the file-icon adjacent to the Document Identifier above the Viewer-mode bar.
7/15/2019 10.1.290.1 Resolved Defects Reviewer Interface When we fail to save a redaction, the error message we display now indicates the document ArtifactID and the page number of the failed redaction.
7/15/2019 10.1.290.1 Enhancement Transcripts When adding a designation, you can now select from a pallet of 21 colors.
7/15/2019 10.1.290.1 Enhancement Transcripts The System Created By field now appears on the Transcripts layout, tabs, and Annotation Digest for Notes, Designations, and URLs.
7/15/2019 10.1.290.1 Enhancement Transcripts When importing a transcript file, you can now use multi-select when selecting exhibits.
7/15/2019 10.1.290.1 Enhancement Transcripts You can now pop the video player in and out of the viewer when working with a video transcript file. This will give you more room to annotate the transcript in the viewer.
7/15/2019 10.1.290.1 Enhancement Processing Sets The new SkipDocumentAuditDuringPublish instance setting allows you to choose whether the document Created and Native Created events are recorded in the Document History. Setting this value to True will prevent these events from being recorded and will boost your publish performance.
7/15/2019 10.1.290.1 Enhancement Processing Sets The default value for the ProcessingExportBatchSize instance setting is now 4000 as a result of improved publish performance.
7/15/2019 10.1.290.1 Resolved Defects Errors Document Error reflective fields now work properly on the Document list view, as well as in RDC Export and RIP. In addition, filtering now works for these fields on the Document list view.
7/15/2019 10.1.290.1 Resolved Defects Processing Sets You'll now see fewer issues on EnCase file types during inventory and discovery as a result of our upgraded handlers.
7/15/2019 10.1.290.1 Enhancement Processing Sets You can now control whether extracted text is included as a path or as plain text via a new instance setting c alled UseExtractedTextPathOnlyforPublish. Including the text as a path will boost your publish performance.
7/15/2019 10.1.290.1 Enhancement Processing Sets The new LongRunningTimeoutForPublish instance setting allows you to determine the amount of time you want to allow before a worker terminates an unresponsive publish job. The LongRunningTimeoutForRetryPublish instance setting determines the amount of time you want to allow before a worker terminates an unresponsive publish retry job.
4/15/2019 10.0.318.5 Enhancement Custodians You can now associate a Classification choice when creating or editing a custodian entity record. This allows you to understand the origin of the entity (i.e., whether it was created via Processing, Name Normalization, Case Dynamics, etc.). You can also now view and filter on Classification when selecting a Custodian from the picker view on a Processing Data Source, as well as on the Entities - Processing View under the Entities tab. Note that Custodian records originating from Quick-Create Set(s) will have the new Classification choice of Custodian – Processing automatically assigned.
4/15/2019 10.0.318.5 Resolved Defects Quick-Create Set(s) The space delimiter for Quick-Create Set(s) now works properly.
4/15/2019 10.0.318.5 Resolved Defects Worker Manager Queue Workers no longer get stuck due to competing resources at startup.
4/15/2019 10.0.318.5 Enhancement Application Administration & Operations A new instance setting, DomainNameWhiteListUrls, allows a system administrator to enter a semicolon-delimited list of domain names that will be allowed to navigate users away from Relativity. The instance setting defaults to a wildcard(*), which allows all external URLs to be accessible by default. The system admin should configure the instance setting as needed. If the URL is not on the white-list, or if the instance setting is not set to a wildcard(*), the user will not be allowed to navigate to the external URL.
4/15/2019 10.0.318.5 Resolved Defects RDO Framework Associated object fields are appropriately hidden from groups that do not have proper permissions.
4/15/2019 10.0.318.5 Resolved Defects Extensibility Points Rest API calls using basic authentication no longer fail when trusted IPs are set.
4/15/2019 10.0.318.5 Resolved Defects Relativity Scripts & Utilities When you run a Data Grid Text Migration job on a workspace and the workspace is deleted while the job is in progress, the Data Grid Migration Worker agent can detect that workspace's deletion and correctly update the status of the job.
4/15/2019 10.0.318.5 Resolved Defects Relativity Scripts & Utilities The Data Grid Text Migration application now successfully migrates documents greater than 1 GB in size from SQL to Data Grid.
4/15/2019 10.0.318.5 Resolved Defects Processing Sets We now identify log files containing EML-like content as text instead of EMLs.
4/15/2019 10.0.318.5 Resolved Defects Legal Hold Images added to communications now retain their original size when viewed in Microsoft Outlook desktop email clients.
4/15/2019 10.0.318.5 Resolved Defects Legal Hold On the Mailbox tab System Projects are now displayed with "Legal Hold System Project" rather than " <Improperly Formatted Data >"
4/15/2019 10.0.318.5 Resolved Defects Audit Adding any combination of Edit, Name, Security, System Created By, System Created On, System Last Modified By, and System Last Modified On will display empty data but no longer break the List View in the Audit tab.
4/15/2019 10.0.318.5 Resolved Defects Extensibility Points RelativityScriptPickerViewID now correctly uses the view of the ArtifactID entered into its value field.
4/15/2019 10.0.318.5 Resolved Defects RDO Framework When viewing user type fields on a layout, any user that has been disabled or removed from all groups assigned to the workspace will now correctly show up in a layout.
4/15/2019 10.0.318.5 Resolved Defects RDO Framework Field name indentation no longer shifts during document review.
4/15/2019 10.0.318.5 Resolved Defects RDO Framework Saved Searches using single or multiobject fields as a condition now correctly return results.
4/15/2019 10.0.318.5 Resolved Defects Audit When selecting a different Resource Pool, Audit agents now correctly update to the new Resource Pool selected.
4/15/2019 10.0.318.5 Resolved Defects Relativity Scripts & Utilities The Search Artifact ID is now included as a column when you run the Breakage Report in the Data Grid Text Migration application.
4/15/2019 10.0.318.5 Resolved Defects Searching dtSearch searches now contain retry logic to handle searches failing due to an old index file share path being cached, so that the request can continue with the correct path.
4/15/2019 10.0.318.5 Enhancement Relativity Scripts & Utilities If a Lucene Search provider is listed in your workspace, running a Data Grid Text Migration job will now remove the Lucene Search provider from the Search Indexes tab.
4/15/2019 10.0.318.5 Resolved Defects Relativity Scripts & Utilities The Data Grid Text Migration job will only break saved Keyword Searches if the field being migrated is included in the Full Text Index.
4/15/2019 10.0.318.5 Resolved Defects Relativity Scripts & Utilities The Breakage Report in the Data Grid Text Migration application now correctly displays the saved Keyword Searches that would be affected by running a Text Migration job on the workspaces selected.
4/15/2019 10.0.318.5 Resolved Defects Legal Hold Tasks now show the correct completion date in the custodian portal.
4/15/2019 10.0.318.5 Resolved Defects Legal Hold We now successfully email hold notices that contain Unicode characters in the subject line to customers.
4/15/2019 10.0.318.5 Resolved Defects Legal Hold We now show newly-created Question Categories in the Category list.
4/15/2019 10.0.318.5 Resolved Defects Legal Hold We now periodically auto-save a custodian's in-progress questionnaire to ensure their work isn't lost in the event that their browser session times out.
4/15/2019 10.0.318.5 Resolved Defects Relativity Scripts & Utilities The Data Grid Migration Worker agent can now correctly recognize and work on workspaces associated with the agent servers on multiple Resource Pools.
4/15/2019 10.0.318.5 Resolved Defects Audit When querying on the Old Value or New Value field in Audit, the query now only applies on the field specified in your search.
4/15/2019 10.0.318.5 Resolved Defects ARM ARM Archives will now consume less agent memory when extracting audits from Elasticsearch.
4/15/2019 10.0.318.5 Resolved Defects Searching When adding a Batch Set as a condition to a Saved Search, the Saved Search will now correctly return results.
4/15/2019 10.0.318.5 Enhancement Processing Sets Relativity Processing now supports AD1 files.
4/15/2019 10.0.318.5 Resolved Defects Imaging The Print/Save As PDF mass action will fail when used inside of a workspace containing a thousand or more productions.
4/15/2019 10.0.318.5 Enhancement Reviewer Interface Relativity now supports streaming video and audio media formats in the Primary-Native Viewer. We have introduced an Instance Setting, MaximumNativeSizeForViewerForMediaFilesinMegaBytes, to determine the maximum size for native media files that can be streamed within the Primary-Native Viewer. The supported media file types depend on your browser, browser version, as well as other details that are defined in our documentation 'Viewer-supported file types'. Additionally, we have deprecated the Instance Setting, WebClientNativeViewerCacheAheadMaxSizeInBytes, and have consolidated it with MaximumNativeSizeForViewerInBytes, so that the maximum size for native files that can be converted and viewed within the Primary-Native Viewer is solely determined by the remaining instance setting, MaximumNativeSizeForViewerInBytes.
4/15/2019 10.0.318.5 Resolved Defects Legal Hold New lines are no longer getting lost when using the Project Description merge field in the Portal Details section of a communication.
4/15/2019 10.0.318.5 Enhancement Legal Hold Performance improvements have been made to speed loading of the Project page.
4/15/2019 10.0.318.5 Enhancement Reviewer Interface Relativity is adding the DisableLegacyTranscripts instance setting. The DisableLegacyTranscripts instance setting is defaulted to True and disables all legacy transcript features within the review interface. The instance setting deletes and replaces the HideProcessTranscripts instance setting.
4/15/2019 10.0.318.5 Enhancement Reviewer Interface The HTML Viewer displays transparent watermarks on PDF documents. Previously, these watermarks would be opaque; potentially obscure text and images beneath them.
4/15/2019 10.0.318.5 Enhancement Case Dynamics Alphabetical sorting is available on all tabs in the Case Dynamics coding pane.
4/15/2019 10.0.318.5 Enhancement Mass Operations Decreased the time to Mass Export to CSV and XLS from the inline lists.
4/15/2019 10.0.318.5 Resolved Defects Productions You can export a Production through the Relativity Desktop Client when there are more than one Multi-object fields in the Production Information Object.
4/15/2019 10.0.318.5 Resolved Defects Productions Production delete can sometimes fail in 10.0 and 10.1. The SQL timeout error should no longer occur in 10.2 (Foxglove EA).
4/15/2019 10.0.318.5 Resolved Defects Productions The total image size statistic on the Production Summary now reports a correct value when the total image size exceeds 2GB.
4/15/2019 10.0.318.5 Resolved Defects Assisted Review In Active Learning, if documents skipped in Elusion Test a warning will now appear when the test is completed. In the Elusion rate statistic, skipped documents are considered coded as positive.
1/21/2019 9.7.229.5 Resolved Defects Legal Hold The following field attributes have been enabled by default for most Custodian Object fields: Open to Associations, Allow Group By, Allow Sort/Tally, Allow Pivot
1/21/2019 9.7.229.5 Resolved Defects Legal Hold Project Reminders no longer give a validation error on Save when the first Project doesn't have a Project Reminder setup.
1/21/2019 9.7.229.5 Resolved Defects Legal Hold Project Release Notices now display on custom layouts.
1/21/2019 9.7.229.5 Resolved Defects Relativity Desktop Client The Relativity Desktop Client now maintains the window size when it is resized and re-opened.
1/21/2019 9.7.229.5 Resolved Defects Relativity Desktop Client Preview errors on image import now display correctly
1/21/2019 9.7.229.5 Resolved Defects Relativity Desktop Client Fixed an issue that only affects RDC imports using case sensitive file shares. Due to the existence of the SMB2 Client Redirector Caches in Windows machines, there is a case sensitivity scenario when using a load file that contains records with file extensions that do not match what is in the fileshare, the RDC will throw a file not found error.
1/21/2019 9.7.229.5 Resolved Defects Relativity Desktop Client Fixed an issue with large RDC imports failing due to scenarios when exceeding the 8060 byte row limit in SQL.
1/21/2019 9.7.229.5 Resolved Defects Relativity Desktop Client The Relativity Desktop Client no longer crashes when the user attempts an import before the RDC has determined a file transfer mode.
1/21/2019 9.7.229.5 Resolved Defects Relativity Desktop Client Fixed an issue with using the restricted native types field and mass importing image profiles in the RDC.
1/21/2019 9.7.229.5 Resolved Defects Relativity Desktop Client Importing a production as a production set via the RDC now results in the correct first bates value
1/21/2019 9.7.229.5 Resolved Defects Relativity Desktop Client Exporting a production with the RDC now results in correct values for reflected fields on the Production object.
1/21/2019 9.7.229.5 Resolved Defects Relativity Desktop Client The Relativity Desktop Client no longer indefinitely stalls during imports with HTTP only configured web servers.
1/21/2019 9.7.229.5 Resolved Defects Relativity Desktop Client Fixed an issue when exporting a production set from a workspace with a large number of productions.
1/21/2019 9.7.229.5 Enhancement Integration Points Improved performance during Relativity Integration Points sync when a large number of fields are mapped.
1/21/2019 9.7.229.5 Enhancement Authentication A new PreventLoginLinkDisplayOnLogoutPage instance setting has been added. This controls the display of the login link on the logout page. If you set the value to false, then the login link appears on the logout page. If you set the value to true, the link doesn't appear on this page. Set the value to true if you want to prevent users who authenticate with SAML or OpenID Connect from experiencing any confusion caused by seeing the login link displayed when they are logging out of Relativity
1/21/2019 9.7.229.5 Resolved Defects Extensibility Points Using Download Native through the Relativity Services API no longer throws an exception.
1/21/2019 9.7.229.5 Resolved Defects RDO Framework Editing a layout that includes a drop-down filter with secured fields correctly saves the layout after it has been edited.
1/21/2019 9.7.229.5 Resolved Defects Security The Workspace Admin group can add groups to their workspace without the "Add" permission set at the instance level.
1/21/2019 9.7.229.5 Resolved Defects RDO Framework Collapsible Categories now support apostrophes in the category name.
1/21/2019 9.7.229.5 Resolved Defects Security The correct number of items are selected and displayed when choosing groups Shift clicking to mass select.
1/21/2019 9.7.229.5 Resolved Defects RDO Framework Fields are correctly aligned when included in a layout with a required field.
1/21/2019 9.7.229.5 Resolved Defects RPC When a searchable PDF has been created with a mix of extracted text and OCR text, the resultant PDF includes the text derived from the OCR.
1/21/2019 9.7.229.5 Resolved Defects Processing Sets Extracted text from Excel documents accurately represents formatted date/time data ending in minutes.
1/21/2019 9.7.229.5 Resolved Defects Processing Sets Relativity has improved text extraction of SmartArt inside PowerPoint files.
1/21/2019 9.7.229.5 Resolved Defects Processing Sets Relativity formats extracted text more accurately for the following: color-coded negative numbers, fractions, scientific numbers, dates, foreign currency, and phone numbers.
1/21/2019 9.7.229.5 Enhancement Reviewer Interface We have significantly improved JumpIn times by 2-3 seconds when jumping into the Review Interface. The enhancement prioritizes loading the converted document before other components of the Review Interface such as the Coding Layout. The change does not affect navigating between different documents in a review queue once in the Review Interface. Finally, we introduced this enhancement behind a new instance setting, EnableDocumentViewerProgressiveLoad, with a default value of TRUE which enables this Review Interface JumpIn enhancement.
1/21/2019 9.7.229.5 Enhancement Reviewer Interface We have introduced a new Instance Setting to determine the visibility of the "Send to Case Map" context menu (right-click menu) option within the Review Interface. The default value of the HideCaseMapContextMenuOption Instance Setting will be set to True and will hide the "Send to Case Map" option by default in the context menu.
1/21/2019 9.7.229.5 Enhancement Reviewer Interface The default values for the Bandwidth Tester have been decreased from 10 tests of 100 MB each to 5 tests of 10 MB each.
1/21/2019 9.7.229.5 Resolved Defects Processing We resolved an API issue that caused null exceptions under certain circumstance.
1/21/2019 9.7.229.5 Resolved Defects Processing We fixed an issue in which emails were converted from MSG to MHTML during discovery, despite the Email Output field on the profile being set to MHT. For these emails, if a non-UTC time zone was also selected in the Processing Profile, date-time properties in the email header (for date sent, date received, etc.) would not reflect Daylight Saving Time. This discrepancy was detectable when accessing the MHTML email file directly, and when imaging the file using native imaging.
1/21/2019 9.7.229.5 Resolved Defects Processing On Whole Number fields, the formatting options have been updated from None and Integer to None and Formatted. The display behavior (localized delimited numbers e.g. 1,000,000 for US/English or 1.000.000 for German) is the same, but the name is changed. Decimal fields now support similar formatting options None and Formatted. The display behavior is also similar to that of Whole Number Formatted fields. Decimals with "Formatted" formatting will be delimited using the localized delimiting characters (e.g. 1,000,000.00 for US/English and 1.000.000,00 for German). Both field types (Whole Number and Decimal) default to the None formatting. In the Processing Application, all document and file sizes (Discovered Document Size, etc.) now utilize the Formatted decimal display behavior to match the existing display behavior for the Whole Number Count fields to which they correspond (Discovered Document Count, etc.).
1/21/2019 9.7.229.5 Resolved Defects Processing We fixed an issue on the Processing Administration tab in which dates were not sorting properly in Internet Explorer.
1/21/2019 9.7.229.5 Resolved Defects Case Dynamics You can now correctly add long facts during the load process without issue because we modified the Rawfact field in the coding pane to get truncated text.
1/21/2019 9.7.229.5 Resolved Defects Case Dynamics You can now correctly use inline filters because we now properly clean inline filters of any remaining elements after you delete them through a mass operation.
1/21/2019 9.7.229.5 Resolved Defects Case Dynamics As an administrator, you can now properly see the context menu in the Viewer and perform any action related to Case Dynamics.
1/21/2019 9.7.229.5 Resolved Defects Case Dynamics You can now see actual hours in date field types.
1/21/2019 9.7.229.5 Resolved Defects Case Dynamics We removed the slide effect from the interface, other than in situations when you change between documents.
1/21/2019 9.7.229.5 Resolved Defects Case Dynamics We now correctly group facts when you add new facts and change the group dates classification.
1/21/2019 9.7.229.5 Resolved Defects Case Dynamics You can now correctly move fact children between parent facts.
1/21/2019 9.7.229.5 Resolved Defects Case Dynamics You can now select the text inside of an outline tag.
1/21/2019 9.7.229.5 Resolved Defects Case Dynamics The context menu in the Viewer now correctly adheres to Relativity permissions related to Case Dynamics.
1/21/2019 9.7.229.5 Resolved Defects Audit The Case Metrics - Reviewer Statistics report now correctly passes in the date and time when running the report on a workspace in which Audit is installed.
1/21/2019 9.7.229.5 Resolved Defects Export API Calls to initialize an export using the Export API now return full metadata on all fields requested for export.
1/21/2019 9.7.229.5 Resolved Defects ARM You can now successfully complete an ARM archive job on a workspace containing Lucene search indexes without causing high memory consumption.
1/21/2019 9.7.229.5 Enhancement ARM You can now successfully perform an ARM - Restore on a workspace that was Archived with Long Text document fields stored in Data Grid and Lucene Search disabled.
1/21/2019 9.7.229.5 Enhancement Data Grid The Data Grid Text Migration application now contains more granular job progress reporting. This includes more incremental updating to the progress bar, as well as workspace specific details: Workspace, Workspace Status, Documents Migrated, Total Documents, and Errors.
1/21/2019 9.7.229.5 Enhancement Data Grid Data Grid Text Migration jobs that contain workspace(s) that failed to migrate are eligible for retry only running on the workspace(s) that failed during the initial migration.
1/21/2019 9.7.229.5 Enhancement Data Grid Data Grid Text Migration jobs now require System Administrative privileges to perform migration of Long Text document fields.
1/21/2019 9.7.229.5 Enhancement Data Grid You can now run a Data Grid Text Migration job on a workspace without requiring a down-time window. Workflows like RDC Import, Processing Publish, and dtSearch index builds can still run on a workspace while a Data Grid Text Migration job is in progress. This also includes normal Review workflows such as reviewing and searching on documents.
1/21/2019 9.7.229.5 Enhancement Data Grid The Data Grid Text Migration now includes two new reporting features: Errors Report and Breakage Report. The Errors Report provides information to assist troubleshooting errors encountered during a migration job. The Breakage Report provides information on Relativity objects that may error in the event you run the Data Grid Text Migration application on a field in a specific workspace.
1/21/2019 9.7.229.5 Enhancement Data Grid You can now create Data Grid Text Migration jobs at the instance level; you can create a job that can run across all workspaces in your Relativity instance, which can include up to three Long Text document fields to migrate.
1/21/2019 9.7.229.5 Resolved Defects Integration Points Relativity Integration Points no longer falls back to web mode when you change a workspace's file share.
1/21/2019 9.7.229.5 Resolved Defects Integration Points Relativity Integration Points no longer throws a fatal exception error during a sync operation when Relativity attempts to create folders with a deeply nested structure.
1/21/2019 9.7.229.5 Resolved Defects Relativity Desktop Client RDC imports to a custom object using the Append option no longer result in an object reference error, and Append/Overlay is no longer necessary as a workaround.
1/21/2019 9.7.229.5 Resolved Defects Relativity Desktop Client Exporting a production with document-level bates numbers and more than 10 pages now sorts the images files correctly in the opticon file.
1/21/2019 9.7.229.5 Resolved Defects Legal Hold Legal Hold no longer removes the last column from custom Communication list views when the Communication Approval feature is in turned on for the workspace.
1/21/2019 9.7.229.5 Resolved Defects Legal Hold Legal Hold no longer pulls over all projects when you create a new workspace from a template. Only the default project template is present in the new workspace.
1/21/2019 9.7.229.5 Resolved Defects Legal Hold Legal Hold now removes the associated project reminder when you delete a Project.
1/21/2019 9.7.229.5 Resolved Defects Legal Hold Legal Hold no longer throws an error when you create a blank project after enabling the Communication Approval feature.
1/21/2019 9.7.229.5 Resolved Defects Legal Hold Including some characters (backslash, forward slash, apostrophe) in a questionnaire question no longer results in an error when a custodian submits their questionnaire.
1/21/2019 9.7.229.5 Resolved Defects Security The Everyone group type is no longer available to be set as the Workspace admin group.
1/21/2019 9.7.229.5 Resolved Defects Resource Servers The conversion cache no longer stalls indefinitely when a cache cleanup fails.
1/21/2019 9.7.229.5 Resolved Defects RDO Framework We now properly delete Object Types with File Fields.
1/21/2019 9.7.229.5 Enhancement Reviewer Interface There is a new ViewerHighlightStyleDefault instance setting and it controls how opaque the active and inactive highlights are in the Native Viewer.
1/21/2019 9.7.229.5 Resolved Defects Reviewer Interface Searching the native viewer for documents converted with old versions of OutsideIn now works correctly.
1/21/2019 9.7.229.5 Resolved Defects Relativity Unified Experience You can now know when a master instance has been created with proper data; we now provide an error message when incorrect data has been entered.
1/21/2019 9.7.229.5 Resolved Defects Relativity Unified Experience You can now know when a master instance has been created with a correct URL; we now provide an error message when the URL isn't valid.
1/21/2019 9.7.229.5 Resolved Defects Single File Upload We updated the OutsideIn packages to correctly populate the Relativity Native Type field.
1/21/2019 9.7.229.5 Enhancement Transcripts We updated a number of Transcripts error messages to adhere to Relativity guidelines.
4/15/2019 10.0.318.5 Resolved Defects Productions Long free text headers or footers will wrap instead of overlapping adjacent stamps.
4/15/2019 10.0.318.5 Enhancement Metrics Developers and Support teams will now see a Distributed Tracing ID in your Log files. You could use this ID to query the EDDSLogging.eddsdbo.RelativityLogs Table if you have SQL Logging enabled, or you could search your Log File (Non SQL) with this ID to see the number of Kepler API end-points that were called when a user performed an action on the Relativity website. This will be useful in diagnosing errors to understand where the API call started and ended prior to any issues that may have occurred.
4/15/2019 10.0.318.5 Enhancement Agents A new web and cloudy-friendly RESTful Kepler Static Object/API for Agents is available, and it's responsible for performing C.R.U.D operations; it includes all business logic and rules that are captured when a Relativity administrator manages agents in the Relativity interface.
4/15/2019 10.0.318.5 Enhancement Viewer You can now view native files associated with RDO's in the Standalone Viewer without having to download the file. This option is accessible via the new Open in Viewer button, which is adjacent to the native file link.
4/15/2019 10.0.318.5 Enhancement Authentication An authentication provider is now immediately available after you add it to Relativity. Previously, you needed to perform an IIS Reset on your servers to make a provider available.
4/15/2019 10.0.318.5 Enhancement Relativity Desktop Client The Relativity desktop client now has type ahead filterability when choosing views, saved searches, and fields when setting up an import or export job.
4/15/2019 10.0.318.5 Enhancement Relativity Desktop Client The RDC now has the ability to log all events visible in the progress UI window. This can be enabled in the RDC config file with a config key labeled "LogAllEvents." This will default to False upon upgrade.
4/15/2019 10.0.318.5 Enhancement Integration Points Relativity Integration Points has been updated to account for the renaming of the Custodian object to Entity.
4/15/2019 10.0.318.5 Enhancement Relativity Desktop Client The Relativity Desktop Client has been updated to account for the renaming of the Custodian object to Entity.
4/15/2019 10.0.318.5 Enhancement Processing Lotus Notes is now an optional pre-requisite for Processing.
4/15/2019 10.0.318.5 Enhancement Processing JungUm is now an optional pre-requisite for Processing.
4/15/2019 10.0.318.5 Enhancement Active Learning When documents are removed from an Active Learning project and you re-populate the Classification Index, the removed documents are no longer reflected in the Project Statistics, Review Statistics in the Prioritized Review and Coverage Review, or the Document List. If an Elusion Test is in progress when you populate the Classification Index, that Elusion Test is canceled automatically.
4/15/2019 10.0.318.5 Resolved Defects Active Learning When you upgrade from Relativity 9.5 to 9.6, and you have an Active Learning Project with a paused Prioritized Review Queue, that project no longer displays all documents as manually coded until you restart the Prioritized Review.
4/15/2019 10.0.318.5 Resolved Defects Active Learning If you pause an Elusion Test and start it again, the Start Date column no longer displays a new Start Date value. The Start Date value is now the date and time at which the Elusion Test was originally started.
4/15/2019 10.0.318.5 Enhancement Active Learning A new Active Learning notification allows you to manually retry Service Bus errors generated by an agent.
4/15/2019 10.0.318.5 Enhancement Active Learning The Audit tab for Assisted Review is now named Sample-Based Learning Audit.
4/15/2019 10.0.318.5 Resolved Defects Active Learning The Start Date column on an Elusion Test now lists the dates as the browser's local timezone instead of UTC.
4/15/2019 10.0.318.5 Enhancement Active Learning There are now two places from which you can navigate to the Active Learning project settings to edit the positoice cutoff: Elusion Test and Update Ranks.
4/15/2019 10.0.318.5 Enhancement Active Learning The Active Learning settings panel now closes if you click anywhere outside the panel while you have it open.
4/15/2019 10.0.318.5 Enhancement Structured Analytics Structured Analytics now contains a new Name Normalization operation.
4/15/2019 10.0.318.5 Resolved Defects Case Dynamics We've improved perfomance by updating all child objects through SQL when you edit parent objects inline.
4/15/2019 10.0.318.5 Resolved Defects Case Dynamics The RawFact field is now populated when you create a fact from the Outlines tab, and it no longer causes issue when you edit it inline.
4/15/2019 10.0.318.5 Enhancement Case Dynamics We improved the update and extract query methods in the mass delete operation.
4/15/2019 10.0.318.5 Enhancement Case Dynamics We improved performance by adding a cache and parelellism and refactored the code to avoid duplicate calls in page interactions.
4/15/2019 10.0.318.5 Resolved Defects Case Dynamics We improved performance of the expansion of all family items when you use the Select All option.
4/15/2019 10.0.318.5 Resolved Defects Case Dynamics When you add a field that is open to associations to a timeline fact in the Timeline Builder and export that timeline to XLS, we now correctly display the field.
4/15/2019 10.0.318.5 Resolved Defects Case Dynamics Mass operations now function properly when you have a filter applied to a field.
4/15/2019 10.0.318.5 Resolved Defects Case Dynamics We now remove all elements of an object when you select All while using the Mass Delete operation in Case Dynamics.
4/15/2019 10.0.318.5 Resolved Defects Case Dynamics We created a SQL script to insert a record related to the coding pane permission and System Administrators group into the AccessControlListPermission table; the script is executed when Case Dynamics is installed to prevent the context menu from being hidden.
4/15/2019 10.0.318.5 Resolved Defects Case Dynamics We created a SQL script to relate context menu items and the coding pane permission to prevent displaying the context menu in the Viewer to users who you don't have permissions to see it.
4/15/2019 10.0.318.5 Enhancement Case Dynamics We improved Outlines performance through a code refactor.
4/15/2019 10.0.318.5 Resolved Defects Case Dynamics We updated the Jquery reference to avoid cross-domain attacks.
4/15/2019 10.0.318.5 Resolved Defects Case Dynamics We updated the Bootstrap reference to avoid cross-domain attacks.
4/15/2019 10.0.318.5 Resolved Defects Audit The Case Metrics - Reviewer Statistics report now correctly passes in the date and time when you run the report in a workspace with Audit installed.
4/15/2019 10.0.318.5 Resolved Defects Audit Audits with different XML formatting now successfully migrate into Elasticsearch.
4/15/2019 10.0.318.5 Resolved Defects Search Term Reports Search Term Report syntax errors now provide more context as to why an individual term failed using incorrect syntax.
4/15/2019 10.0.318.5 Resolved Defects Export API Export API no longer limits inline Long Text reads to 100 KB.
4/15/2019 10.0.318.5 Enhancement Legal Hold You can now create a new project and send the first communication using the Project Wizard.
4/15/2019 10.0.318.5 Enhancement Legal Hold Most fields for Legal Hold objects now have the Pivot, Sort/Tally By, and Group By properties enabled by default.
4/15/2019 10.0.318.5 Enhancement Legal Hold The Custodian object has been renamed to Entity. The shared Custodian tab has been renamed, as well. Within the Legal Hold application the term Custodian is still in use.
4/15/2019 10.0.318.5 Enhancement Legal Hold You can now fill out a questionnaire on behalf of a custodian.
4/15/2019 10.0.318.5 Enhancement ARM The Hangfire version has been upgraded to 1.6.19.
4/15/2019 10.0.318.5 Enhancement ARM When you cancel a restore job, any restored analytics data is rolled back, including deleting indexes and staging areas from CAAT/Clowder and temporary containers.
4/15/2019 10.0.318.5 Enhancement ARM We now include the Client and Matter of a workspace in an Archive, allowing you to move those associated objects when migrating a workspace.
4/15/2019 10.0.318.5 Enhancement ARM When you restore an archive that includes client and matter information, we automatically select the client and matter if they already exist.
4/15/2019 10.0.318.5 Enhancement ARM When you restore an archive that contains client and matter information, if the client or matter doesn't already exist, you can create them with the restore.
4/15/2019 10.0.318.5 Resolved Defects ARM The Job tab no longer fails to open when you have more than 2,100 jobs in history.
4/15/2019 10.0.318.5 Resolved Defects ARM The ARM archive job now accurately waits to report success until after the audit data has been exported to the ARM folder.
4/15/2019 10.0.318.5 Resolved Defects ARM ARM now skips disk space validation when you select Reference Files as Archive Links.
4/15/2019 10.0.318.5 Resolved Defects ARM The ARM agent is now able to update after an ARM upgrade, even if there are jobs in an error state.
4/15/2019 10.0.318.5 Resolved Defects ARM ARM no longer invokes DataGrid jobs twice, which now prevents audit data duplication.
4/15/2019 10.0.318.5 Resolved Defects ARM ARM is now able to archive workspaces with processing when the instance has multiple queue manager servers.
4/15/2019 10.0.318.5 Enhancement ARM ARM now archives non-repository files to separate folders.
4/15/2019 10.0.318.5 Resolved Defects ARM ARM can now run scheduled jobs in an Australian environment.
4/15/2019 10.0.318.5 Resolved Defects ARM The ARM Cloud option has been deprecated.
4/15/2019 10.0.318.5 Enhancement Processing We improved auto-scaling to make the detection of the need to auto-scale quicker and more reliable.
4/15/2019 10.0.318.5 Resolved Defects Processing We fixed an issue in which emails were converted from MSG to MHTML during discovery, despite the Email Output field on the profile being set to MHT. For these emails, if a non-UTC time zone was also selected in the Processing Profile, date-time properties in the email header (for date sent, date received, etc.) would not reflect Daylight Saving Time. This discrepancy was detectable when accessing the MHTML email file directly, and when imaging the file using native imaging.
4/15/2019 10.0.318.5 Resolved Defects Processing We fixed an issue on the Processing Administration tab in which dates were not sorting properly in Internet Explorer.
4/15/2019 10.0.318.5 Resolved Defects Processing On Whole Number fields, the formatting options have been updated from None and Integer to None and Formatted. The display behavior (localized delimited numbers e.g. 1,000,000 for US/English or 1.000.000 for German) is the same, but the name is changed. Decimal fields now support similar formatting options None and Formatted. The display behavior is also similar to that of Whole Number Formatted fields. Decimals with "Formatted" formatting will be delimited using the localized delimiting characters (e.g. 1,000,000.00 for US/English and 1.000.000,00 for German). Both field types (Whole Number and Decimal) default to the None formatting. In the Processing Application, all document and file sizes (Discovered Document Size, etc.) now utilize the Formatted decimal display behavior to match the existing display behavior for the Whole Number Count fields to which they correspond (Discovered Document Count, etc.).
4/15/2019 10.0.318.5 Resolved Defects Processing We resolved an API issue that caused null exceptions under certain circumstance.
4/15/2019 10.0.318.5 Resolved Defects Processing We resolved an issue in which Korean characters were not being extracted from some HWP files.
4/15/2019 10.0.318.5 Resolved Defects Processing The Naming Convention field now displays as a radio button in the Processing Assistant layout instead of a drop down, thus correcting a minor alignment issue in the UI.
4/15/2019 10.0.318.5 Resolved Defects Processing We now correcly extract the binary attachments of Mbox files with binary content.
4/15/2019 10.0.318.5 Resolved Defects Processing We now correcly extract attachments when you process SMIME emails (encrypted MIME).
4/15/2019 10.0.318.5 Resolved Defects Processing We improved the performance of the queue manager and tracking log memory usage during large error retry job submissions.
4/15/2019 10.0.318.5 Resolved Defects Processing We improved imaging performance for password-protected PDF files, especially when many passwords are in the password bank.
4/15/2019 10.0.318.5 Resolved Defects Processing We improved the performance of Mbox expansion.
4/15/2019 10.0.318.5 Resolved Defects Reviewer Interface Searching for terms in the Native Viewer for documents converted with old versions of OutsideIn now works correctly.
4/15/2019 10.0.318.5 Enhancement Reviewer Interface Relativity now supports streaming video and audio media formats in the Native Viewer.
4/15/2019 10.0.318.5 Enhancement Reviewer Interface The new ViewerHighlightStyleDefault instance setting allows you to determine how opaque active and inactive highlights are in the Native Viewer.
4/15/2019 10.0.318.5 Resolved Defects Relativity Unified Experience We added a default UGS Client to the System Artifacts to block the delete action from Relativity, as users were not able to sync using the exclude functionality when the default client was edited.
4/15/2019 10.0.318.5 Resolved Defects Relativity Unified Experience When you exclude a client in the sync process through the User Sync Information tab in the UGS application, we now properly delete the client.
4/15/2019 10.0.318.5 Resolved Defects Relativity Unified Experience We now read the group name from the correct property, and every message contains the group and client name according to the group or client previously selected to be added or removed from the sync process.
4/15/2019 10.0.318.5 Resolved Defects Relativity Unified Experience We added a warning message indicating that the satellite instance has no communication.
4/15/2019 10.0.318.5 Resolved Defects Relativity Unified Experience The New Workspace button no longer displays the Satellite instance or data from the information table when you delete a satellite instance.
4/15/2019 10.0.318.5 Enhancement Relativity Unified Experience We now prevent you from mistakenly installing two rap files after the initial application installation; we did this through new validation logic that checks a duplicate instance against the master instance.
4/15/2019 10.0.318.5 Resolved Defects Relativity Unified Experience We updated the Jquery reference to avoid cross-domain attacks.
4/15/2019 10.0.318.5 Resolved Defects Relativity Unified Experience We updated the Angular reference to avoid cross-domain attacks.
4/15/2019 10.0.318.5 Resolved Defects Relativity Unified Experience We updated the Bootstrap reference to avoid cross-domain attacks.
4/15/2019 10.0.318.5 Resolved Defects Transcripts When you delete the designation type, we now correcly delete all objects related to the designation type, including its children.
4/15/2019 10.0.318.5 Enhancement Transcripts We display a new load spinner in the transcript viewer when the word index panel is open.
4/15/2019 10.0.318.5 Enhancement Transcripts Transcripts now supports several additional file extensions.
4/15/2019 10.0.318.5 Resolved Defects Agents The WorkspaceUpgradeCountForGCFullCollect instance setting is new, and it controls the number of workspace upgrades an Application Install Manager agent performs before a full garbage collection is initiated. Set the default value to zero to disable this function.
4/15/2019 10.0.318.5 Enhancement Developer Tools and Applications When an application fails to install to the Application Library, we display a warning in the Workspace Upgrade Queue with an option to retry installation of failed applications to the Application Library.
4/15/2019 10.0.318.5 Enhancement Admin Operations The WorkspaceUpgradeAutoRetryLimit instance setting is new, and it controls the number of times that the Workspace Upgrade Manager agent automatically retries a failed workspace upgrade before it is marked as completed or failed. The maximum effective value is 5, and larger values are reset to 5. A value of 0 will disable the garbage collection and will cause memory usage to grow faster during workspace upgrades within large environments.
4/15/2019 10.0.318.5 Enhancement Service Bus The ServiceBusFullyQualifiedDomainName instance setting now supports a semi-colon delimited list of hosts.
4/15/2019 10.0.318.5 Resolved Defects RDO Framework You can now delete objects with single and multiple object field relationships when the associated object's type has item-level security applied.
4/15/2019 10.0.318.5 Resolved Defects Security When you select groups using shift-click to mass select, we now select and display the correct number of items.
4/15/2019 10.0.318.5 Resolved Defects Security Everyone Group types are no longer available for selection as the Workspace admin group.
4/15/2019 10.0.318.5 Resolved Defects RDO Framework Changing the properties of indexed fields no longer removes them from the full text catalog.
4/15/2019 10.0.318.5 Resolved Defects Authentication Relativity now accepts emails that contain an apostrophe in the name.
4/15/2019 10.0.318.5 Resolved Defects RDO Framework Dynamic Objects now correctly save if the the linked artifact field is included on the layout and and its display type is not a pop-up picker.
4/15/2019 10.0.318.5 Resolved Defects Resource Servers The conversion cache no longer stalls indefinitely when a cache cleanup fails.
4/15/2019 10.0.318.5 Resolved Defects RDO Framework Dynamic Objects created through an object list on a layout are now linked to the instance of the associated object.
4/15/2019 10.0.318.5 Resolved Defects RDO Framework Users restored using ARM now properly display on user fields.
4/15/2019 10.0.318.5 Enhancement Imaging We now provide a native imaging setting under Email Options called Split tables to fit page width; this new setting detects tables that are wider then the printing page and images those tables in multiple lines to prevent content cut-off. Emails in which table splitting was performed display the following Imaging Warning: "Split performed on table larger than page width."
4/15/2019 10.0.318.5 Enhancement Imaging Native Imaging now flags emails (.EML and . MSG files) that had any of their content cut off after imaging.
4/15/2019 10.0.318.5 Enhancement OCR OCR profiles now support the following languages: Hebrew, Vietnamese, Thai, and Arabic.
1/21/2019 9.7.229.5 Resolved Defects Discovery Relativity now properly retrieves the UNID metadata of Lotus/IBM Notes messages during processing.
1/21/2019 9.7.229.5 Enhancement Case Dynamics Loading time of Coding Pane with Case Dynamics enabled is improved by 25%.
1/21/2019 9.7.229.5 Enhancement Case Dynamics Master Report and Offline Report generation now takes half the time of what those reports used to take in June Update. Our tests with limited data and in a controlled environment, shows report generation speeds improve up to 75%.
1/21/2019 9.7.229.5 Enhancement Transcripts Transcripts will now maintain and display hyperlinks for any links that exist between the Transcript being uploaded and the Exhibits contained within the LEF file type.
1/21/2019 9.7.229.5 Enhancement Transcripts The transcripts viewer will no longer include a division between pages, so there is a continuous text stream. The page number is now included in the first line of each page.
1/21/2019 9.7.229.5 Enhancement Transcripts The Transcripts application will now automatically read the page number where the transcript starts and display it in the transcripts viewer.
1/21/2019 9.7.229.5 Enhancement Transcripts The naming convention for the exhibits names that are imported and related at the same time as a Transcript import will now include a _ instead of a /. i.e. Transcripts1_Exhibit1. If there are no exhibits on a Transcripts import, the exhibits folder will not be generated.
1/21/2019 9.7.229.5 Enhancement Transcripts Users will now be able to identify which workspaces with Case Dynamics installed have the UTC toggle on, by running the "Case Dynamics - Read Case Dynamics settings" Script at the Instance level. Users will also be able to run the "Case Dynamics - Convert UTC format" script to set the status of the UTC conversion on workspaces where Case Dynamics is installed.
1/21/2019 9.7.229.5 Enhancement Transcripts Users will now see a contextual help icon on the Transcripts Import modal that informs that the Deponent Name is mandatory as it will be used as the name of the folder that will get created to store the Transcript files.
1/21/2019 9.7.229.5 Enhancement Transcripts Users will now be able to import Transcripts in bulk using RDC.
1/21/2019 9.7.229.5 Enhancement Transcripts Users will now be able to expand and collapse all the notes in a Transcript by doing a single click on the Expand All Notes/ Collapse All Notes button in the toolbar.
1/21/2019 9.7.229.5 Enhancement Transcripts Users will be able to modify the fields that are shown on the Transcripts import modal by modifying the Transcripts Import Layout.
1/21/2019 9.7.229.5 Enhancement Case Metrics Users will now be able to save the most commonly used filter values as a Case Metrics Profile.
1/21/2019 9.7.229.5 Enhancement Workspace Portal System Administrators will now be able to connect to multiple instances in Workspace Portal.
1/21/2019 9.7.229.5 Enhancement Structured Analytics Structured Analytics optimizations to improve data export performance.
1/21/2019 9.7.229.5 Enhancement Relativity Desktop Client In RelativityOne, Workspaces that contain file shares in a friendly, Relative, or FQDN format will now be able to export via the RDC in Aspera mode because RDC Export has been updated in order to account for each file path format.
1/21/2019 9.7.229.5 Enhancement Relativity Desktop Client In RelativityOne, to ensure that Aspera credentials are properly used for RDC export when a new fileshare is added to a workspace resource pool it will be set as the 'default' file share while previous file shares will remain. In addition to ensure that Relativity is utilizing the appropriate file shares, a default file share will be pre selected when a user selected a resource pool.
1/21/2019 9.7.229.5 Resolved Defects Structured Analytics Email Threading will no longer fail when the parent email of an excluded attachment encounters an error and fails to be sent to the Analytics engine.
1/21/2019 9.7.229.5 Resolved Defects Legal Hold Formatting issues when copying and pasting paragraph headers and multiple bullets from Microsoft Word into the HTML editor have been fixed.
1/21/2019 9.7.229.5 Resolved Defects Legal Hold Adding custodians to a project via a list of email addresses now adds the correct list of custodians to the project.
1/21/2019 9.7.229.5 Resolved Defects Legal Hold The defect where under certain circumstances custodians were being marked as silently released after having been sent a release notice has bee fixed.
1/21/2019 9.7.229.5 Resolved Defects Legal Hold All reminders are now sent out when a project has more than one communication configured to send out automatic reminders.
1/21/2019 9.7.229.5 Resolved Defects RDO Framework Objects with single and multiple object field relationships can now be deleted when the associated object's type has Item-level security applied.
1/21/2019 9.7.229.5 Resolved Defects Security Group Security Preview Mode exits correctly while in the Document Viewer
1/21/2019 9.7.229.5 Resolved Defects RDO Framework Users restored using ARM now properly display on user fields.
1/21/2019 9.7.229.5 Enhancement ARM When using ARM for Processing, you now can see the following details to track progress: Overall Status, Phase, Percent Done, Time Last Updated, and Tasks.
1/21/2019 9.7.229.5 Enhancement Processing Sets You now have the option to use Quick-Create Set(s) in Relativity Processing, which allows you to create processing sets, data sources, and custodians automatically based on the folder structure of your Processing Source Location.
1/21/2019 9.7.229.5 Enhancement Infrastructure Relativity Processing no longer requires .NET 3.5 to be installed as a prerequisite.
1/21/2019 9.7.229.5 Enhancement Infrastructure Relativity Processing now supports iTextSharp 7.1.1.
1/21/2019 9.7.229.5 Resolved Defects Processing Sets Email Domain Name values containing invalid characters no longer cause publish to fail in Relativity Processing.
1/21/2019 9.7.229.5 Resolved Defects Imaging The maximum pages imaged per file value field no longer errors out with a message.
1/21/2019 9.7.229.5 Resolved Defects Production Sets When producing production using Tiff Placeholder (Image Placeholder), the produced placeholder image will be the same DPI as the original placeholder uploaded.
1/21/2019 9.7.229.5 Enhancement Extensibility Points Developers can now use the Object Manager Export API to enable bulk reads of documents' metadata and long text field data.
1/21/2019 9.7.229.5 Enhancement Active Learning Active Learning ‘Update Ranks’ now includes performance enhancements. It will take the same amount time for the initial ‘Update Ranks’ to as previous versions of Relativity; however, now on subsequent ‘Update Ranks’ performance is improved.
1/21/2019 9.7.229.5 Resolved Defects Relativity Desktop Client The progress bar will now display accurate status when running an image import overlay and choosing to not copy files to the repository.
1/21/2019 9.7.229.5 Resolved Defects Image Upload When uploading or replacing an image with a document that has no native, we no longer force the basic imaging process. The imaging profiles selected on the viewer are used when uploading/replacing images.
1/21/2019 9.7.229.5 Resolved Defects Imaging Profiles You will not be able to edit the Native Default Imaging Profile
1/21/2019 9.7.229.5 Enhancement Productions The Production console now presents a summary that includes the estimated time remaining, completion rate, number of documents with images, natives, placeholders, and redactions.
1/21/2019 9.7.229.5 Enhancement Imaging You can now see documents and their related imaging errors from the document list, as well as more detailed information about those errors, including Imaging Method (Native vs Basic), Imaging job Type (Imaging Set, Mass Imaging, Image on the fly), Status (Ready to retry, Retried, Resolved), and a link to the Imaging Set associated with this error if the error came from a Imaging Set.
1/21/2019 9.7.229.5 Enhancement Integration Points Additional RIP "Validation" job status was added when job is being validated against completeness and permissions. When validation is unsuccessful "Validation Failed" status will be presented on job status page and job history and job history error will be updated with the corresponding error.
1/21/2019 9.7.229.5 Enhancement Legal Hold You can now require that General Hold Notice and Email Acknowledgement communications be approved before being sent to custodians.
1/21/2019 9.7.229.5 Enhancement Legal Hold You can now see how many Acknowledgements have been completed and how many are still outstanding for your active projects. You can also quickly determine if a custodian is assigned to any Holds.
1/21/2019 9.7.229.5 Resolved Defects Legal Hold We now display an error when a custodian is working with a previously saved draft of a questionnaire and they delete an answer and attempt to save it again.
1/21/2019 9.7.229.5 Enhancement Integration Points The Relativity sync provider in RIP now displays more informative error and warning messages if you make any known misconfigurations when setting up a job.
1/21/2019 9.7.229.5 Enhancement Audit Audit migration now includes additional logic that will only retry a single audit record rather than an entire batch of audits. The additional logic improves migration performance by removing the need to retry any audits that were already successfully migrated.
1/21/2019 9.7.229.5 Enhancement Audit The Data Grid Audit Migrator agent now migrates audit records that exceed 100 MBs in size. Large audit records are migrated and stored in the Relativity Fileshare.
1/21/2019 9.7.229.5 Resolved Defects Search Term Reports The Include Relational Group field now displays the correct information after the Search Terms Report runs.
1/21/2019 9.7.229.5 Enhancement Search Search Terms Reports (STR) now accepts Unicode characters in the email addresses you enter in the Email Notification Recipients field.
1/21/2019 9.7.229.5 Resolved Defects Searching We've updated the logic of the Saved Search pop-up picker to return more results.
1/21/2019 9.7.229.5 Enhancement Audit You can now arrange for the Data Grid Audit Deleter agent to run on-demand through a new instance setting.
1/21/2019 9.7.229.5 Enhancement Searching The <All Documents in Workspace> Searchable Set selection is no longer available for selection when you build a new dtSearch index.
1/21/2019 9.7.229.5 Enhancement Conceptual Analytics Conceptual index updates no longer time out when you submit a large number of repeated content filters.
1/21/2019 9.7.229.5 Enhancement Active Learning The Workspace Admin group is now an available option in the Reviewer Group dropdown in Active Learning.
1/21/2019 9.7.229.5 Enhancement Active Learning We now report the elusion rate to a tenth of a percent.
1/21/2019 9.7.229.5 Enhancement Active Learning On new installs of Active Learning, the Active Learning Projects tab is placed before the Sample-Based Learning tab. Existing installations remained unchanged.
1/21/2019 9.7.229.5 Enhancement Active Learning The Start Review button is now enabled even if you haven't entered any parameters. When you click Start Review, you must enter parameters before review turns on. When performing an elusion test, you no longer have to wait for a build to enter your parameters.
1/21/2019 9.7.229.5 Enhancement Active Learning In Active Learning Projects, you can now view suppressed duplicate documents from the Field Tree. You can find the tag for suppressed duplicate documents under the Classification index associated with the Active Learning project.
1/21/2019 9.7.229.5 Enhancement Active Learning The Active Learning Project details page now displays an Analytics Index Error notification if the index associated with the project is missing or corrupted.
1/21/2019 9.7.229.5 Enhancement Active Learning The Docs Remaining count is no longer available in the Prioritized Review queue modal.
1/21/2019 9.7.229.5 Enhancement Active Learning The Coded Documents count now displays when the review is off.
1/21/2019 9.7.229.5 Enhancement Active Learning You can now use ARM to migrate Active Learning projects between on-prem instances and from on-prem to RelOne, including classification indexes.
1/21/2019 9.7.229.5 Enhancement Active Learning The coverage review now serves up documents that are most impactful to the Active Learning model's understanding of relevance. Typically, these are documents that the model is most unsure about. This includes reporting on the coverage review.
1/21/2019 9.7.229.5 Enhancement Active Learning The Suppressed Duplicates project setting now defaults to No.
8/13/2018 9.6.202.10 Resolved Defects Structured Analytics Email Threading will no longer thread an attachment which is an email if that attachment has a valid Parent ID.
8/13/2018 9.6.202.10 Resolved Defects Structured Analytics Structured Analytics is now more resilient to long running queries that may occur while results are being imported into Relativity. These queries will no longer generate timeout errors causing a set to fail.
8/13/2018 9.6.202.10 Enhancement Integration Points When using the RIP SDK you will no longer receive errors when attempting to retrieve fields for field mapping.
8/13/2018 9.6.202.10 Enhancement Transcripts Users can now import and view mp4 videos that are synced with our supported transcript file types when these have the timing convention of the mp4 file.
8/13/2018 9.6.202.10 Enhancement Transcripts Users can now copy or not the page and line numbers of a transcript by selecting the text, doing right click and selecting: "Copy Text" or "Copy With Page: Line" or using CTRL +C to copy only the text or CTRL + ALT + C to copy text with page: line numbers.
8/13/2018 9.6.202.10 Enhancement Transcripts The Transcript Report will now have the Key Terms included highlighted.
8/13/2018 9.6.202.10 Enhancement Transcripts Users will now see a Video/Transcript icon in the Documents list when there is a Transcript with video.
8/13/2018 9.6.202.10 Resolved Defects Security Security update to resolve a vulnerability in Relativity 9.6.
8/13/2018 9.6.202.10 Enhancement Installation Users will now need to enable the "Case Dynamics - Coding Pane" permission under the Document object to see the Case Dynamics-Coding Pane in the document viewer and to be able to create or link Case Dynamics objects from the viewer.
8/13/2018 9.6.202.10 Enhancement Installation The toggle to record time converted in database to UTC will be turned off by default.
8/13/2018 9.6.202.10 Enhancement Case Dynamics Timelines on Case Dynamics may now be configured to be organized by time or by date.
8/13/2018 9.6.202.10 Enhancement Case Dynamics The between icons on the timeline are now also shown on the line and not only on the fact boxes.
8/13/2018 9.6.202.10 Enhancement Case Dynamics The old Case Dynamics layouts are being deprecated.
8/13/2018 9.6.202.10 Enhancement Mass Operations Mass Delete Operation generates audit records while deleting documents and all associated files. We modified the code that generates these XML records using FOR XML constructs. This reduced the time to create these records and improved the overall performance by 40%. The users will see no difference in the generated records in the Audit Tab.
8/13/2018 9.6.202.10 Enhancement Mass Operations We have introduced a new Instance Setting to control the visibility of the Process Transcripts mass operation for the legacy Transcripts feature. The default value of the HideProcessTranscriptsMassOperation Instance Setting will be set to True and will hide the Process Transcripts mass operation by default in the Mass Operations menu.
8/13/2018 9.6.202.10 Enhancement Reviewer Interface In a previous release, we had introduced a new Instance Setting to control the whether or not to show all of the email address information in the Native HTML5 Viewer-mode by default or a subset of the email address information. The default value of the ShowAllEmailAddresses Instance Setting will now be set to True and will expand to show all of the email address information in the Native HTML5 Viewer-mode by default. A user will always be able to expand or collapse additional email information by interacting with the expand/collapse toggle within the Native HTML5 Viewer-mode.
8/13/2018 9.6.202.10 Enhancement Reviewer Interface We have introduced a suite of highlighting capabilities to the Native Viewer of the Review Interface: fuzzy searching, stemming, regular expression, proximity, and numeric patterns are now supported when a persistent highlight set is associated with a search term report using dtSearch.
8/13/2018 9.6.202.10 Enhancement Active Learning A new Active Learning Worker Agent has been created. This new agent will allow for Active Learning to scale up as more projects are added. One or more Worker Agents should be created in an instance which has Active Learning installed. More Worker Agents will allow a greater capacity for projects to be processed in parallel.
8/13/2018 9.6.202.10 Resolved Defects RDO Framework Multi-Object Fields that are linked to the same Object Type now correctly display their linked items in the object list.
8/13/2018 9.6.202.10 Resolved Defects Security We now correctly display the name of a copied group when you preview the security for that group.
8/13/2018 9.6.202.10 Resolved Defects Security Previewing Security for a copied group now correctly displays the name of the group.
8/13/2018 9.6.202.10 Enhancement Security Secret Store is now required to run at all times. Secrets are migrated to Secret Store, and we recommend that you configure your environment with High availability in case one of the secrets gets lost.
8/13/2018 9.6.202.10 Resolved Defects Extensibility Points The Preview feature for Relativity Scripts now correctly generates its SQL statement using the same method used for the Run function.
8/13/2018 9.6.202.10 Enhancement Data Import We've made a number of improvements to Data Grid file system performance when you import Data Grid-enabled long text fields via Relativity Desktop Client.
8/13/2018 9.6.202.10 Resolved Defects Relativity Scripts & Utilities Reviewer Statistics now correctly displays user activity time when you run the script in a workspace in which the the Audit application is installed.
8/13/2018 9.6.202.10 Enhancement Structured Analytics In Email Threading, the duplicate spare master will no longer change when you run an incremental analysis.
8/13/2018 9.6.202.10 Enhancement Structured Analytics For RelativityOne only, the GetStatusAsync() endpoint of the Structured Analytics Set API now includes a new response property called JobState.IsQueued (optional bool). When this property is present and set to True, the job running for the requested Structured Analytics Set has been queued. The current phase of the queued job will not execute until the job has been removed from the queue.
8/13/2018 9.6.202.10 Resolved Defects Active Learning In Active Learning, you now see a more informative error message when you attempt to load the Project details page without proper permissions.
8/13/2018 9.6.202.10 Resolved Defects Assisted Review Assisted Review agents are no longer disabled when they fail to process a job.
8/13/2018 9.6.202.10 Resolved Defects Structured Analytics Email Threading no longer errors out or becomes suspended during rare instances in which email headers are malformed due to either missing components or damaged extracted text.
8/13/2018 9.6.202.10 Enhancement Active Learning In Active Learning, the tooltip text on the Update-Ranks icon now changes based on an Update-Ranks status of In Progress or Idle.
8/13/2018 9.6.202.10 Enhancement Active Learning In Active Learning, the update ranks progress now displays which step of the overall process it is currently on.
8/13/2018 9.6.202.10 Resolved Defects Analytics Conceptual indexes are now included in the Search Index Tabs's default All Search Indexes view, allowing you to set item-level security on Conceptual Indexes.
8/13/2018 9.6.202.10 Enhancement Infrastructure You can now view and manage your active processing and imaging jobs from a single monitoring page that combines information from the worker status and worker manager queue objects. You are also now able to start, stop, and restart processing/imaging workers from this page.
8/13/2018 9.6.202.10 Enhancement Infrastructure You can now view the history of all processing data sources from the new Processing History tab, which contains information on all the data sources created and published into your instance of Relativity.
8/13/2018 9.6.202.10 Resolved Defects Processing Sets Relativity no longer populates date and time values of children of PSTs, OSTs, MSGs, and NSFs with the date and time of processing.
8/13/2018 9.6.202.10 Enhancement Infrastructure Invariant now supports the secret store so that security-related data is now stored securely in the secret store.
8/13/2018 9.6.202.10 Resolved Defects Processing Sets The All Custodians and All Source Locations script included in the Processing Duplicate Workflow application has been updated to use 40 characters for SHA-1 hashes.
8/13/2018 9.6.202.10 Resolved Defects ARM When you try to install the ARM application on a Relativity version lower than 9.5.292.12, you now receive an informative error message.
8/13/2018 9.6.202.10 Enhancement Imaging The Password Bank is now supported for Basic Imaging.
8/13/2018 9.6.202.10 Enhancement Delete job You can now delete any job from the Jobs grid by clicking the trash icon available under the Action column. You can also delete multiple jobs by selecting them and clicking Delete. Once you click either the trash icon or Delete, the selected job(s) are deleted from both the Jobs grid and your machine. This option is available only for jobs with the following statuses: New, In Queue, Canceled, Finished and Failed.
8/13/2018 9.6.202.10 Enhancement Warning Message A warning shows when restoring a workspace with missing applications so admins can install those applications or remove them from the workspace.
8/13/2018 9.6.202.10 Enhancement Clowder Archive Added the ability to include analytics indexes and structured analytics sets in ARM archives on RelativityOne.
8/13/2018 9.6.202.10 Enhancement Remove Aspera Credentials Simplified restore job creation by allowing Relativity administrators to restore workspaces without specifying Aspera credentials.
8/13/2018 9.6.202.10 Resolved Defects Validation Message File share validation for reference files as archive links was changed.
8/13/2018 9.6.202.10 Enhancement Legal Hold You can send individual or scheduled reminders at the projects level. Use the Project Reminders tab or Project Reminder console to send reminders.
8/13/2018 9.6.202.10 Enhancement Legal Hold A Select All radio button is available in the Assign Custodians to Project pop-up. Over 1,000 custodians can be selected.
8/13/2018 9.6.202.10 Enhancement Legal Hold Added and updated help information throughout the Legal Hold application.
8/13/2018 9.6.202.10 Enhancement Processing Relativity Processing now supports EnCase Forensic version 8.
5/23/2018 9.6.134.78 Enhancement Processing We updated the Document Viewer Service GetViewerContentKey to support the viewing of Files attached to RDO Fields.
5/30/2018 9.6.134.78 Enhancement Transcripts Transcripts Printing will now include Designations and Notes on the single page print.
5/30/2018 9.6.134.78 Enhancement Transcripts The Designation Type is now included on the Transcripts Report when a Designation is included.
5/30/2018 9.6.134.78 Enhancement Case Dynamics Users can now make changes to the Linking Documents view and keep those changes after an upgrade to a newer version by copying the view and name it Linking Documents Custom, before the upgrade to a newer Relativity Version.
5/30/2018 9.6.134.78 Resolved Defects Searching Selecting Search rather than Save & Search when a sort is applied on a field now correctly applies the sort when displaying results in the View.
5/30/2018 9.6.134.78 Enhancement Dashboards Additional fields are now available for Group By and Pivot By when constructing Legal Hold dashboards. Refer to the Legal Hold Projects topic for the complete list of all fields.
5/30/2018 9.6.134.78 Enhancement Legal Hold You can now create Preservation Holds in O365 for Exchange mailboxes, OneDrive for Business accounts and SharePoint sites as part of your Relativity Legal Hold Project setup.
5/30/2018 9.6.134.78 Enhancement Review Interface

Highlight colors in the viewer are now 40% opaque, so the colors appear lighter. See the Persistent Highlight Sets documentation site for more details.

Tracked changes in Excel files to be viewed, searched and annotated, and are supported for the XLS, XLSX, and XLSB file formats.

5/30/2018 9.6.134.78 Enhancement Structured Analytics We now support the analysis of emails containing Spanish language headers in Email Threading.
5/30/2018 9.6.134.78 Enhancement Structured Analytics We now support the analysis of emails containing Korean language headers in Email Threading.
5/30/2018 9.6.134.78 Enhancement Structured Analytics When you run Structured Analytics, we now report documents with unrecognized binary characters in the extracted text as data warnings and import their results.
5/30/2018 9.6.134.78 Enhancement Active Learning We nowprovide additional contextual help on the Active Learning project page for the review queue cards and the prioritized review progress chart.
5/30/2018 9.6.134.78 Enhancement Active Learning Active Learning projects now track and display the original number of documents in the project as of the time of project creation.
5/30/2018 9.6.134.78 Enhancement Active Learning You can now export the chart widgets on the Active Learning dashboard to PNG.
5/30/2018 9.6.134.78 Enhancement Active Learning You can now rename the choices used for the document coding fields in Active Learning.
5/30/2018 9.6.134.78 Enhancement Active Learning When you populate a Classification Index in Active Learning, you now automatically trigger categorization on the categorization set associated with the Active Learning project. This makes the documents that were just added to the index available for review in the queue.
5/30/2018 9.6.134.78 Enhancement Active Learning The option to update ranks on an Active Learning categorization set that has never been categorized is now disabled until you've run categorization.
5/30/2018 9.6.134.78 Enhancement Active Learning For Active Learning categorization sets that haven't been categorized since the last time ranks were updated, the Elusion Test statistics now display that ranks are up-to-date when finishing the test.
5/30/2018 9.6.134.78 Enhancement Active Learning Active Learning now periodically updates document ranks and progress on the project page without reloading the browser.
5/30/2018 9.6.134.78 Enhancement Active Learning Active Learning no longer incorrectly displays zero documents remaining on Prioritized Review queue cards before categorization has occurred.
5/30/2018 9.6.134.78 Enhancement Active Learning For Active Learning categorization sets that have not been categoirzed since the last time ranks were updated, the update ranks fly-out now indicates that document ranks are up-to-date. The option to update ranks is still enabled, which means you can run the process again to update fields on documents if the rank cut-off changed.
5/30/2018 9.6.134.78 Enhancement Conceptual Analytics The Relativity Analytics Index manager agent now marks documents larger than 30 MB as errors for the index before the engine reads those documents' text, which causes the engine to reject those documents.
5/30/2018 9.6.134.78 Enhancement Search We now build dtSearch indexes by allocating sub-batches by total document size when a Data Grid long-text field is included in the index build. The dtSearchAllowUniformSubIndexCreation instance setting is set to True by default to include this optimization during your index build. You can update this setting to revert to sub-batching by document count.
5/30/2018 9.6.134.78 Enhancement Infrastructure We now collect data on document distribution for long-text data stored in Data Grid through Telemetry.
5/30/2018 9.6.134.78 Enhancement Search We now build a dtSearch index designating sub-batches by total index size rather than document count when a Data Grid field is included. Delegating sub-batches to available dtSearch Worker agents ensures that each agent performs an equal amount of work, improving the index build time.
5/30/2018 9.6.134.78 Enhancement Audit We now support Pivot Profiles for Audit. When building a new widget in the Audit dashboard, you can select a Pivot Profile to create your widget.
5/30/2018 9.6.134.78 Enhancement Search We now send an email notification when a Search Terms Report is complete. You can enter an email or multiple email addresses to send an alert prior to running the Search Terms Report.
5/30/2018 9.6.134.78 Enhancement Audit Audit now displays the Timestamp field included in a list or widget in your local timezone.
5/30/2018 9.6.134.78 Resolved Defects Logos Adding a custom logo to the Relativity Login page no longer requires an IIS reset in order for the changes to take effect.
5/30/2018 9.6.134.78 Enhancement Security Secret Store is a new infrastructure component required for installation and upgrade. The Secret Store provides secure, auditable storage for Relativity secrets.
5/30/2018 9.6.134.78 Enhancement Infrastructure The Bloomberg handler is now decoupled from Invariant, which means you can now update this handler independent of Invariant.
5/30/2018 9.6.134.78 Enhancement Infrastructure The Lotus Notes handler is now decoupled from Invariant, which means you can now update this handler independent of Invariant.
5/30/2018 9.6.134.78 Enhancement Processing Sets The Filtered Inventory field on the Processing Set Status category of the Processing Set layout is now displayed under the Discover heading, is now called Filtered Files, and is only visible if files have been filtered.
5/30/2018 9.6.134.78 Enhancement Processing Sets Relativity Processing now includes a new Processing Data Sources tab, which provides information on all data sources associated with all processing sets in the workspace.
5/30/2018 9.6.134.78 Enhancement Relativity Scripts & Utilities You can now use the new Email Report option to share a link that gives access to a Relativity report, assuming the recipient has permissions to the report.
5/30/2018 9.6.134.78 Enhancement List Page You can now Group By/Pivot On date fields in weekly and bi-weekly ranges with Pivot Widgets. Weekly and bi-weekly date ranges are supported in all pivot display types and in XLSX export. In addition, you can store weekly and bi-weekly date ranges in Pivot Profiles.
5/30/2018 9.6.134.78 Enhancement List Page The type-ahead tree filter is now available in the Document Folder Browser.
5/30/2018 9.6.134.78 Resolved Defects Pivot You can now save the table display type in a Pivot Profile as you can any other pivot display type (line, bar, or pie chart) in the New UI.
5/30/2018 9.6.134.78 Enhancement List Page Saved Searches are no longer dependent on Search Providers if they don't contain conditions for Index Search. Thismeans you cannow modify a saved search even if you don't have permissions to search indexes.
5/30/2018 9.6.134.78 Resolved Defects Pivot We now support local date formats in Line Charts in the New UI. The format is defined by the Internet Browser locale.
5/30/2018 9.6.134.78 Enhancement Pivot We now display pie charts in a scrollable container when both the pie chart and the legend are too large to fit in the widget.
5/30/2018 9.6.134.78 Resolved Defects OCR We've added a safeguard to prevent an OCR set from bringing down the agent manager Windows service.
5/30/2018 9.6.134.78 Resolved Defects Mass Operations With the introduction of OutsideIn 2018.1, an issue related to Mass Save as PDF for MSG files with embedded fonts has been resolved.
5/30/2018 9.6.134.78 Resolved Defects Mass Operations With the introduction of OutsideIn 2018.1, Mass Save as PDF no longer removes text from certain PDF natives.
5/30/2018 9.6.134.78 Resolved Defects Imaging When you run an imaging job using an imaging profile that has the option to auto-fit tables enabled, we now pre-process the HTML of email messages. Tables with too many columns or too much contiguous text may still not fit the width of a page.
5/30/2018 9.6.134.78 Enhancement Productions You can now rename completed production sets.
5/30/2018 9.6.134.78 Resolved Defects Audit When you install the Audit application, you no longer see an error due to a missing Admin Workspace choice; instead, the Audit Manager agent now creates the choice if it didn't exist when you installed the application.
5/30/2018 9.6.134.78 Enhancement Workspace The MaxConcurrentWorkspaceUpgradesPerApplicationInstallerAgent instance setting is new and you can use it to configure the maximum number of workspaces an Application Installation Manager agent can upgrade concurrently.
5/30/2018 9.6.134.78 Enhancement Workspace The Instance Setting Information layout now includes the new Encrypt field, which you can use to specify whether the Value and Initial Value fields for an instance setting are stored in the Secret Store. By default, these fields aren't encrypted.
5/30/2018 9.6.134.78 Resolved Defects Extensibility Points The Permissions API correctly allows for non-system administrators to add or remove groups through the API if they have the proper permissions to do so.
5/30/2018 9.6.134.78 Enhancement Structured Analytics In Email Threading, parent emails will now be marked as inclusive when their attachments, which were automatically excluded by the system, inherit the threading values of the parent. These will be identified by a new inclusive reason of "Unanalyzed_Attachment".
5/30/2018 9.6.134.78 Enhancement Active Learning In Active Learning, upon accepting elusion test results, the categorization set relevance rank cutoff will be updated with the elusion test rank cutoff value.
5/30/2018 9.6.134.78 Enhancement Active Learning

Active Learning UI Changes on Elusion Test Statistics:

  • Removing `# of Eluded Documents` column
  • Removing `Coded` Column
  • Add Number of "Positive Category name" coded column
  • Add Number of "Negative Category name" coded column
  • Removing wording "Range" from some columns
5/30/2018 9.6.134.78 Resolved Defects Active Learning If Assisted Review Worker Agents are on separate servers, two different agents will no longer start working on the same job.
5/30/2018 9.6.134.78 Enhancement Active Learning In Active Learning elusion tests, documents are now pre-converted to improve document load times.
5/30/2018 9.6.134.78 Enhancement Active Learning The wording in the "Complete Elusion Test" modal has been improved to better explain what will happen upon completion.
5/30/2018 9.6.134.78 Resolved Defects Active Learning In Active Learning, the AutoBuild Flag on the Categorization set will now stay on when rejecting an Elusion Test before the build is finished.
5/30/2018 9.6.134.78 Enhancement Transfer enhancement Significant decrease of current limits in terms of number of files that can be transferred among all the active jobs: from 2M of files to 10M. Significant decrease of min RAM needed: from 8GB to 2GB
5/30/2018 9.6.134.78 Resolved Defects Mass Operations Tally Sum Average operation will no longer time out on documents over three million.
5/30/2018 9.6.134.78 Enhancement List Page New operators are now available for textual fields in advanced condition modal. The new operators are: is greater than or equal to, is less than or equal to, begins with, does not begin with, ends with, does not end with.
5/30/2018 9.6.134.78 Resolved Defects List Page Filter cards that were applied from a Pivot are now removed from filter panel when the Pivot Widget is removed from the dashboard.
5/30/2018 9.6.134.78 Resolved Defects Pivot Table display type may be saved in Pivot Profiles as any other pivot display type (line, bar, or pie chart) in the New UI.
5/30/2018 9.6.134.78 Resolved Defects Pivot Local date formats are now supported in Line Charts in the New UI. The format is defined by the Internet Browser locale.
5/30/2018 9.6.134.78 Enhancement List Page It is now possible to Group By/Pivot On fields of date format in weekly and bi-weekly ranges with Pivot Widgets. Weekly and bi-weekly date ranges are supported in all pivot display types and in XLSX export. Additionally, weekly and bi-weekly date ranges may also be stored in Pivot Profiles.
5/30/2018 9.6.134.78 Enhancement List Page The export to PNG of large Pie Chart legends is improved, now any number of legend items is exported.
5/30/2018 9.6.134.78 Enhancement List Page Copy link to Clipboard option is now available in Saved Search and Field tree context menu. You can copy the link without creating a draft email now.
5/30/2018 9.6.134.78 Enhancement List Page The type-ahead tree filter is now available in the Fields Browser.
5/30/2018 9.6.134.78 Resolved Defects List Page The issue of having session timeout warning displayed if all the user activities are performed within one tab in the New UI is fixed. The New UI activities (such as running saved search, adding pivot widgets, etc.) extend session now.
5/30/2018 9.6.134.78 Enhancement List Page Saved Search tree filtering no longer causes the page to reload. All the Saved Search tree filtering actions are executed within the tree and they don't cause type ahead filter field focus loss.
5/30/2018 9.6.134.78 Enhancement Pivot The display of large Pie Chart legends is improved, now any number of legend items can be accommodated without impacting the Pie Chart representation. Pie Chart legends are now displayed in a scrollable container when both the Pie Chart and the legend cannot fit into the widget.
5/30/2018 9.6.134.78 Enhancement List Page The type-ahead tree filt #160;now available in the Document Folder Browser.
5/30/2018 9.6.134.78 Enhancement List Page Saved Searches are no longer dependent on Search Providers if given Saved Search does not contain conditions for Index Search. Previously, users who lacked permission to use Search Indexes were not allowed to modify Saved Searches.
5/30/2018 9.6.134.78 Enhancement Reviewer Interface There is a new instance setting called ShowAllEmailAddresses in the Document.Viewer section that gives you the option to show all email addresses instead of a subset when you expand them in the header.
5/30/2018 9.6.134.78 Enhancement Reviewer Interface In addition to Natives, the Document Viewer Service will now automatically pre-convert the first 25 images in the related documents review queue in accordance with the NumberOfRelatedDocumentsToPreconvert Instance Setting.
5/30/2018 9.6.134.78 Enhancement Reviewer Interface In addition to Natives, the Document Viewer Service (DVS) will now pre-convert Images upon batch set checkout instead of batch set creation so that batched documents will be automatically converted immediately preceding review in accordance with the NumberOfDocumentsToAutoPreConvert Instance Setting.
5/30/2018 9.6.134.78 Enhancement Reviewer Interface The latest version of the Conversion Service for the Review Interface now supports a suite of tracked change events for Excel documents, displays comments in spreadsheets consistently with other file types, and includes attachment sizes for MHT files processed by Relativity.
5/30/2018 9.6.134.78 Enhancement Reviewer Interface In addition to Natives, the Document Viewer Service will automatically pre-convert the first 10 Images in the Document List in accordance with the ItemListPreConvertCacheSize Instance Setting.
5/30/2018 9.6.134.78 Enhancement Case Dynamics Fact Manager has been renamed to Case Dynamics.
5/30/2018 9.6.134.78 Enhancement Relativity Scripts & Utilities Users will now be able to share a link that gives access to the report generated by using the email report icon. The link sent will share the report depending on the permissions of the user trying to access it.
5/30/2018 9.6.134.78 Enhancement Conceptual Analytics In Active Learning, if a Categorization Set encounters an error, it will now automatically retry the job before reporting it as failed.
2/28/2018 9.6.50.31 Resolved Defects OCR A safeguard was added to prevent an OCR set to bring down the agent manager windows service.
2/28/2018 9.6.50.31 Resolved Defects Mass Operations Mass Save as PDF for MSG files with embedded fonts is fixed with OutsideIn version 2018.1
2/28/2018 9.6.50.31 Resolved Defects Mass Operations Mass Save As PDF with Outside In version 2018.1.0 will no longer remove text from certain PDF natives.
2/28/2018 9.6.50.31 Resolved Defects Imaging When imaging an e-mail message with an HTML body, if the auto-fit tables option is enabled in the imaging profile, we now pre-process the HTML. Note that it is still possible that tables with too many columns or too much contiguous text may still not fit to the width of a page.
2/28/2018 9.6.50.31 Enhancement Productions Now you can rename completed Production Sets.
2/28/2018 9.6.50.31 Enhancement Processing Profile The new Processing Profile API supports the ability to create, read, update, and delete processing profiles. The Processing Profile API exposes methods for this functionality through .NET and endpoints for these services through REST.
2/28/2018 9.6.50.31 Resolved Defects Infrastructure The Nuance Omnipage Capture library used by Invariant has been updated to take advantage of new features and defect fixes. One example of a defect fix includes the removal of Nuance processes that could result in a stuck processing worker.
2/28/2018 9.6.50.31 Enhancement List Page "Show Sub-Chart" Pivot Widget option can now be set and saved as a part of a Pivot Profile. The setting is available in both the Pivot Widget settings form and the Pivot Profile form.
2/28/2018 9.6.50.31 Resolved Defects Structured Analytics Improvements were made to Structured Analytics to avoid situations where a cancelled job becomes stuck. These situations include waiting on corrupt Analytics connectors and race conditions that could occur when cancelling after a retry attempt of a previously errored job.
2/28/2018 9.6.50.31 Enhancement Structured Analytics The Structured Analytics API now includes functionality for running an analysis of a set, generating fields used for storing results before running an analysis on a new set, copying the results of an analysis to legacy document fields, and other enhancements. The Structured Analytics API exposes methods for this functionality through .NET and endpoints for these services through REST. Since these enhancements include deprecated functionality, you should begin updating any custom code using this API.
2/28/2018 9.6.50.31 Enhancement Structured Analytics Email Threading now supports the analysis of emails containing Japanese language headers.
2/28/2018 9.6.50.31 Enhancement Structured Analytics Email Threading now supports the analysis of emails containing Portuguese language headers.
2/28/2018 9.6.50.31 Resolved Defects Structured Analytics Structured Analytics no longer attempts to send email notifications from an email that doesn't exist.
2/28/2018 9.6.50.31 Resolved Defects Structured Analytics Structured Analytics Sets will no longer fail due to silent post-installation failures in the Analytics application.
2/28/2018 9.6.50.31 Enhancement Structured Analytics Structured Analytics now better identifies and removes orphaned jobs from the job queue. Jobs can become orphaned for several reasons including the set being deleted or agents assigned to a particular job being deleted.
2/28/2018 9.6.50.31 Enhancement Active Learning In Active Learning, the Elusion Test has a version of the Dynamic Review Queue that does not allow for a coding decision outside of the Elusion Review to affect the Elusion results.
2/28/2018 9.6.50.31 Resolved Defects Active Learning In an Active Learning project, documents coded will no longer temporarily show as Skipped in the summary stats.
2/28/2018 9.6.50.31 Enhancement Active Learning When a reviewer is removed from a permission group associated with an Active Learning project, the reviewer no longer appears as available for selection on the Project review setup.
2/28/2018 9.6.50.31 Enhancement Active Learning When you start an Active Learning review, all documents that are queued for the review are sent to the document conversion service automatically.
2/28/2018 9.6.50.31 Enhancement Active Learning In Active Learning, if a reviewer attempts to enter a review queue after the last document in the review has been picked up by another reviewer, or if an admin stops the review, the reviewer is notified that there are no more documents in the review queue, and the option to enter the review is no longer available.
2/28/2018 9.6.50.31 Enhancement Active Learning When reviewing documents in a dynamic review queue in Active Learning, the reviewer now has the option to click a "New Document" button in the upper-right corner of the document coding pane. Clicking this icon skips the current document in the queue, giving it neither a positive nor negative coding decision.
2/28/2018 9.6.50.31 Resolved Defects Conceptual Analytics The Categories field for categorization sets associated with Active Learning projects now always has the accurate value given the rank of the document and the cut off chosen when updating ranks. It also no longer has duplicate values.
2/28/2018 9.6.50.31 Enhancement Conceptual Analytics After running a full population on a conceptual index, Analytics examples for a categorization set associated with the index now properly re-synchronize with the Analytics engine without needing to delete the examples.
2/28/2018 9.6.50.31 Enhancement Active Learning Active Learning now has Elusion Test Validation.
2/28/2018 9.6.50.31 Enhancement Active Learning Active Learning queue cards now show the number of coded and skipped documents in addition to the number of documents remaining.
2/28/2018 9.6.50.31 Enhancement Active Learning Errors related to the Analytics server being unavailable are now surfaced in a user friendly way on the Active Learning Project page.
2/28/2018 9.6.50.31 Enhancement Active Learning Active Learning Projects no longer display the document rank histogram if no data is available.
2/28/2018 9.6.50.31 Enhancement Infrastructure The compression file handler is now decoupled from Invariant resulting in the ability to update this handler, which deals with archive files such as RAR files, independent of Invariant, assuming the compatibility matrix allows it.
2/28/2018 9.6.50.31 Enhancement Infrastructure The image file handler is now decoupled from Invariant resulting in the ability to update this handler, which deals with files such as TIFFs and JPGs, independent of Invariant, assuming the compatibility matrix allows it.
2/28/2018 9.6.50.31 Resolved Defects Processing Sets Relativity no longer misidentifies corrupt or inaccessible post-2007 Office documents as zip files.
2/28/2018 9.6.50.31 Resolved Defects Errors Relativity now re-identifies files when retrying processing errors in cases where a replaced or repaired file has been uploaded. This ensures proper text extraction and metadata extraction upon retry.
2/28/2018 9.6.50.31 Enhancement Errors Relativity now supports the ability to add notes to document errors individually or via a mass action.
2/28/2018 9.6.50.31 Resolved Defects Processing Sets Relativity now properly images and extracts text from text files regardless of file encoding.
2/28/2018 9.6.50.31 Enhancement Analytics Email threading now has improved logic around parsing dates to better identify the date, time, and timezone of an email.
2/28/2018 9.6.50.31 Enhancement Analytics Email threading is now able to identify an author in a single line header (example: On <sent date> <author> wrote: ) that consists of more than three words and it is not an SMTP address.
2/28/2018 9.6.50.31 Enhancement Analytics Email Threading is now case insensitive when identifying single line email header keywords. For example. "Wrote" and "wrote" are equivalent in the following Single Line Email Header "On <sent date> <sender> wrote:"
2/28/2018 9.6.50.31 Resolved Defects Audit Applying a View Condition with the Last 7 Days filter now correctly results in the previous calendar week's data in the timestamp widget and list.
2/28/2018 9.6.50.31 Enhancement Audit Audit read and write operations no longer gather nonessential index information, which improves performance when migrating and searching audits in the Audit application.
2/28/2018 9.6.50.31 Resolved Defects Audit Applying a Workspace Name filter with another filter in the instance level Audit application now correctly filters results regardless of the order you apply the conditions.
2/28/2018 9.6.50.31 Resolved Defects ARM ARM Archive jobs including Audit now have performance improvements reducing the total time of job completion.
2/28/2018 9.6.50.31 Resolved Defects Audit Reviewer Statistics scripts running against Audit data now include performance improvements when calculating total actions and unique actions for each user.
2/28/2018 9.6.50.31 Resolved Defects Audit The Audit Manager agent has additional logic optimizing choice creation to improve performance when searching through audit records in the Audit application.
2/28/2018 9.6.50.31 Resolved Defects Audit The Audit Timestamp view filter now correctly displays results respecting minutes and hours.
2/28/2018 9.6.50.31 Enhancement Job History stored on user's local machine Job History is stored on a user's local machine and is available in the RelativityOne Staging Explorer UI within the Jobs grid.
2/28/2018 9.6.50.31 Enhancement Jobs grid - default sorting When opening the RelativityOne Staging Explorer and creating a new Job, the new job will always be added at the top of the Jobs queue as long as no sorting is selected.
2/28/2018 9.6.50.31 Enhancement RDO Framework In the Users layout, the setting for the Default Filter Visibility field is now set to visible. This setting indicates that a user sees filters on all columns.
2/28/2018 9.6.50.31 Enhancement Security RelativityOne includes performance enhancements for adding users to groups, or removing them from groups. Now, RelativityOne executes these operations as jobs and sends an email message notifying you when a job is complete. When a job fails, a retry link is included in the email message and on the Errors tab.
2/28/2018 9.6.50.31 Resolved Defects Security Non-admin users can run workspace level scripts linked to an admin script.
2/28/2018 9.6.50.31 Enhancement Relativity Desktop Client Aspera transfer mode is now enhanced over Importing Images and Productions.
2/28/2018 9.6.50.31 Enhancement Relativity Desktop Client Aspera transfer mode is now available for Exporting Documents, Natives, Images and Productions to a Load File.
2/28/2018 9.6.50.31 Enhancement Audit The ability to export History list to CSV is now available in the New UI. The export is available via a mass operations action and maintains the filters applied to the History list. The amount of data for export is not limited.
2/28/2018 9.6.50.31 Resolved Defects Mass Operations For Save as PDF jobs for images, the size of the resulting searchable PDF has been reduced for TIFs, JPEGs, and TIFs & JPEGs combined. The size will vary based on the options selected (file type, markups, markup transparency, stamps, searchable, and the presence of color annotations).
2/28/2018 9.6.50.31 Resolved Defects Reviewer Interface In the rare event of duplicate images (more than one image per page), a message appears in the HTML5 viewer that prevents the user from creating or modifying existing annotations until the duplicate image is deleted.
2/28/2018 9.6.50.31 Enhancement Case Dynamics When an Outline is being edited, users who view that same Outline are prompted with a modal notifying them that the Outline is being edited by another user and locks down that Outline from edits.
2/28/2018 9.6.50.31 Enhancement Case Dynamics Users are now able to save a dedicated font style when working with Outlines.
2/28/2018 9.6.50.31 Enhancement Relativity Scripts & Utilities You can now schedule which Case Metrics reports you want to be sent via email.
2/28/2018 9.6.50.31 Enhancement Reviewer Interface .TXT file types are now supported by the Transcripts Relativity application.
2/28/2018 9.6.50.31 Enhancement Reviewer Interface Users can now edit and delete comments on notes applied to transcripts using the Transcripts application.
2/28/2018 9.6.50.31 Enhancement Transcripts Users can now assign a new Control Number to an imported transcript or to use the File Name as the Control Number using the Transcripts application.
2/28/2018 9.6.50.31 Enhancement Transcripts Extracted text is now being captured and displayed when viewing transcript files using the Transcripts application.
2/28/2018 9.6.50.31 Enhancement Transcripts Fields on the import modal within the Transcripts application have been renamed and re-organized to be more easily understood by users.
2/28/2018 9.6.50.31 Enhancement Transcripts The Transcripts application now creates a folder with the deponent name along with two sub-folders: a transcripts folder and an exhibits folder. Files imported using the Transcripts application will be placed within these folders.
2/28/2018 9.6.50.31 Enhancement Unified Experience Users can now set a color when editing or creating a new instance in the Workspace Portal so that instances can be easily and quickly identified.
2/28/2018 9.6.50.31 Enhancement Unified Experience Users can now drag, drop, and reorder pinned workspaces so that they may be more easily organized.
2/28/2018 9.6.50.31 Enhancement Unified Experience Users can now assign a custom name to an instance they're currently logged in to by clicking on the edit pencil-icon next to "This instance" within the Workspace Portal.
2/28/2018 9.6.50.31 Enhancement Item List User-friendly error messaging has been added to help explain why an Object Type Item List isn't loading: either the user lacks permission to access any of the available Views or the Object Type lacks any existing Views. Both of these scenarios now have distinct error messages which should help users quickly identify the root cause of an Item List not loading.
2/28/2018 9.6.50.31 Enhancement List Page The Index Search form above the Item List now supports disabled state. Whenever Index Search conditions are disabled in the condition panel, the Index Search form is grayed out. Users are now allowed to enable the condition within the Index Search form by invoking the 'Enable and Search' action.
2/28/2018 9.6.50.31 Enhancement List Page User experience enhancements have been made to Item List action bar layout so that the Item List action bar will now responsively re-size to smaller horizontal widths. When the available space is too small to adequately fit all the Item List action bar options, the additonal actions can now be found under a Item List hamburger menu.
6/14/2018 9.5.544.1 Resolved Defects Logos When RSA is in Next token mode the display message has been updated to reflect that your token is in Next Tokencode mode.
6/14/2018 9.5.544.1 Resolved Defects Infrastructure The Nuance Omnipage Capture library used by Invariant has been updated to take advantage of new features and defect fixes. One example of a defect fix includes the removal of Nuance processes that could result in a stuck processing worker.
6/14/2018 9.5.544.1 Enhancement Reviewer Interface There is a new instance setting called ShowAllEmailAddresses in the Document.Viewer section that gives you the option to show all email addresses instead of a subset when you expand them in the header.
1/31/2018 9.5.411.4 Resolved Defects Imaging Unnecessary file I/O operations have been removed from the submission phase, resulting in improved speeds. In addition, Invariant now creates the image within the Relativity file repository and not in a temporary location, which means we no longer need to copy the image to the file repository.
1/31/2018 9.5.411.4 Enhancement Processing Sets There is now an option on the processing profile that enables emails in the MSG format to be converted and published in the MHT format reducing the file storage footprint.
1/31/2018 9.5.411.4 Resolved Defects Processing Sets When processing children of MHT files, we no longer populate the date and time values with the date and time of processing.
1/31/2018 9.5.411.4 Enhancement Processing Sets When processing documents without an actual date, we now provide a null value for the following fields: Created Date, Created Date/Time, Created Time, Last Accessed Date, Last Accessed Date/Time, Last Accessed Time, Last Modified Date, Last Modified Date/Time, Last Modified Time, and Primary Date/Time.
1/31/2018 9.5.411.4 Enhancement Processing Sets The default value for the LongRunningJobTimeout app setting is now 30 minutes.
1/31/2018 9.5.411.4 Resolved Defects Conversion The default value for the priority of Single Save As PDF is now 1.
1/31/2018 9.5.411.4 Enhancement RPC The Invariant API now supports the ability to retry ingestion, text extraction, and publish jobs without errors.
1/31/2018 9.5.411.4 Enhancement Imaging The Imaging APIincludes a new endpoint for canceling any type of imaging job. This update extends the API, which previously supported canceling only imaging set jobs. This functionality is available through .NET and REST services.
1/31/2018 9.5.411.4 Resolved Defects Imaging When you image an MHT, MHTM, or MHTML file that has been imported, the resulting images are longer be formatted differently than the native.
1/31/2018 9.5.411.4 Enhancement Structured Analytics If an email displayed in Email Threading Visualization is not an attachment or a duplicate spare, but it shares a node with another email in the thread, we now classify that email as an 'other' document under the right-click contextual menu of the Email Threading Visualization pane.
1/31/2018 9.5.411.4 Enhancement Structured Analytics There is a new validation to the Structured Analytics Set to ensure that the single object results field is not assigned an undesirable suffix to its field name, such as SAS01_1. The name assigned to this field now matches the value assigned to the Prefix field on the Structured Analytics Set.
1/31/2018 9.5.411.4 Resolved Defects Structured Analytics Attachments that are included in the Structured Analytics saved search but have been excluded from Email Threading by the system now inherit their parent's Email Threading values upon completion of the Email Threading job.
1/31/2018 9.5.411.4 Resolved Defects Structured Analytics The calculation for Average Similarity on the Textual Near Duplicate summary report no longer includes principal documents.
1/31/2018 9.5.411.4 Enhancement Conceptual Analytics The Related Items and ETV panes are now available when you review documents in the Dynamic Review Queue for an Active Learning project. Clicking on any related document takes you out of the review queue, but you can return by clicking the "Return to Queue" link.
1/31/2018 9.5.411.4 Resolved Defects Conceptual Analytics When you upgrade from versions of Relativity prior to 9.5.162.111 (May 31, 2017), workspace upgrades no longer fail due to Analytics index item-level permissions.
1/31/2018 9.5.411.4 Resolved Defects Audit The query that looks for the Audit index to display data in the Relativity interface now looks for any index, regardless of naming convention.
1/31/2018 9.5.411.4 Enhancement Audit We now collect the number of audits stored and the size for each workspace in your instance, and you can access this data via the Case Rollup script in the Relativity Script Library. The two new columns in the database table are AuditSize and AuditRecordCount.
1/31/2018 9.5.411.4 Enhancement Support Tools The Data Grid Text Migration application now sends long-text data from SQL to Data Grid according to the Data Grid File Repository settings in the Workspace Details.
1/31/2018 9.5.411.4 Enhancement Staging Explorer To better manage the priorities of transfers, you can now run three parallel active jobs in order. The default value of the new Maximum Active Jobs setting is 1.
1/31/2018 9.5.411.4 Enhancement Staging Explorer You can now adjust a single job's bandwidth to set priorities among multiple transfers. The default value of this setting is 'Auto,' which means that the bandwidth available is redistributed equally among all active transfers.
1/31/2018 9.5.411.4 Resolved Defects Security There is a new instance setting in the Relativity.Core section called AddRemoveGroupsWithWorkspaceSecurePermission. When set to True, this setting makes the the Add/Remove groups button on the permission pop-up page visible to users who have permission to change security on the workspace. When set to False, only system and workspace administrators are able to see the Add/Remove groups button.
1/31/2018 9.5.411.4 Resolved Defects Extensibility Points Non-admin users no longer receive a permission error when single reading a workspace they are assigned to. The single read now returns the same workspace information that is returned in a query.
1/31/2018 9.5.411.4 Enhancement New UI Framework We've made the following enhancements to the new UI framework: The first column in the Pivot Widget of Table display type is now set to 250px width by default, the widget pane is now compatible with high resolution monitors and is capable of containing more widgets vertically, and you can now double-click on the Pivot Widget menu results in a maximize/restore action.
1/31/2018 9.5.411.4 Enhancement Reviewer Interface The HTML5 Viewer now notifies you of the following occurrences and allows you to view them: Change Tracking in Word documents, Hidden Text in Word and AutoCAD documents, and Comments in Word and PDF documents.
1/31/2018 9.5.411.4 Enhancement Reviewer Interface The Document Viewer Service (DVS) that was released in December 2017 doesn't work with more than two ConversionComplete agents. We've implemented a guardrail to prevent more than two ConversionComplete agents from being added.
1/31/2018 9.5.411.4 Enhancement Case Dynamics You can now navigate between Fact Manager objects using the Next/Previous buttons.
1/31/2018 9.5.411.4 Enhancement Case Dynamics You can now set the parent object when creating a Fact Manager object from the Viewer or Coding Pane. You can also select which fields Fact Manager saves data into when you select text from the Viewer and link it into an existing object.
1/31/2018 9.5.411.4 Enhancement Relativity Scripts & Utilities We now display field names on top of the Choice names when you select multiple Fields using the Field filter.
1/31/2018 9.5.411.4 Enhancement Relativity Scripts & Utilities You can now display calendar dates in Case Metrics reports in UK format by changing the web browser's language setting.
1/31/2018 9.5.411.4 Enhancement Transcripts The new Transcripts application allows you to import basic transcript files or bundle transcript files, which are then displayed in a new transcript viewer option within the Document viewer.
1/31/2018 9.5.411.4 Enhancement Case Dynamics JPEG is now an available format when you export timelines using the Image option.
1/31/2018 9.5.411.4 Enhancement Unified Experience The Workspace Portal now has a redesigned user interface.
1/31/2018 9.5.411.4 Resolved Defects Security The mass delete and delete images operations no longer require the delete document permission.Non-admin users must have the following permissions:Mass action enabled for delete , Delete Images (Document Object), and Delete dependencies.
1/31/2018 9.5.411.4 Enhancement Legal Hold The new Custodian Active Holds report lists all active project holds to which custodians are currently assigned.
1/31/2018 9.5.411.4 Resolved Defects Legal Hold You no longer need a Portal Link to save hold notices created from templates that don't require acknowledgment.
1/31/2018 9.5.411.4 Enhancement Legal Hold You can now send release notices to custodians who've never received an initial hold notification by enabling the Send Release Notices for Legacy Projects field on the Project Details layout.
1/31/2018 9.5.411.4 Enhancement Performance Dashboard Passing Best in Service scores are now 90 instead of 80.
1/31/2018 9.5.411.4 Enhancement Performance Dashboard Refactored passing score qualifications. Future scoring updates will be trivial.
1/31/2018 9.5.411.4 Enhancement Performance Dashboard Performance Dashboard now supports Data Grid audits for Audit versions 12.5.13.2 and above with the Data Grid for Audit patch.
1/31/2018 9.5.411.4 Enhancement Performance Dashboard The minimum supported .NET version is now 4.6.2.
1/31/2018 9.5.411.4 Enhancement Performance Dashboard Added the Metric Manager Agent to enqueue events for the QoS worker agent.
1/31/2018 9.5.411.4 Enhancement Performance Dashboard Refactored Backfill.
1/31/2018 9.5.411.4 Enhancement Performance Dashboard Refactored many stored procedures related to Audit data gathering.
1/31/2018 9.5.411.4 Enhancement Performance Dashboard Refactored the User Experience page. The Total Execution Time is equal to the total search audit execution time.
1/31/2018 9.5.411.4 Enhancement Performance Dashboard Resolved many bugs related to performance and scoring issues.
12/20/2017 9.5.370.136 Enhancement Imaging The new Imaging API supports the ability to create, read, update, and delete imaging profiles, imaging sets, application field codes, as well as to read native types. It also supports the ability to submit an imaging set job, cancel it, or retry an imaging set job with errors. The Imaging API exposes methods for this functionality through .NET and endpoints for these services through REST.
12/20/2017 9.5.370.136 Enhancement Imaging Now you can upload TIFFs, JPGs, and PDFs directly from the core reviewer interface via the Image Upload button.
12/20/2017 9.5.370.136 Enhancement Conceptual Analytics The review interface now supports a new mode that will be used during Active Learning. This allows a dynamic list of documents to be served to reviewers.
12/20/2017 9.5.370.136 Enhancement Structured Analytics Email Threading now supports the analysis of emails containing Chinese language headers.
12/20/2017 9.5.370.136 Enhancement Structured Analytics It is now possible to update the selected email header languages after Email Threading has been completed. Adjusting the language selection will force a full analysis on the next run.
12/20/2017 9.5.370.136 Enhancement Structured Analytics It is now possible to adjust the selected operations on a Structured Analytics Set after the initially selected operations have completed.
12/20/2017 9.5.370.136 Enhancement Structured Analytics When performing a full analysis on a Structured Analytics job, documents that have been removed from the assigned saved search will now be removed from the analytics engine as well.
12/20/2017 9.5.370.136 Resolved Defects Structured Analytics The Structured Analytics results fields are now created upon saving the set as opposed to running the set. This will allow for the creation of views and saved searches for that set prior to running.
12/20/2017 9.5.370.136 Enhancement Structured Analytics Improved management of the Structured Analytics connectors to avoid issues where exporting document errors due to corrupt connectors.
12/20/2017 9.5.370.136 Enhancement Conceptual Analytics Changes were made to Categorization Sets in order to support Active Learning with SVM-based indexes. These include new fields and different agent workflows for synchronization, categorization, and updating results. These are currently only available for use by Active Learning projects and cannot be modified manually.
12/20/2017 9.5.370.136 Enhancement Conceptual Analytics We have added support for SVM-based Analytics Indexes for use with Active Learning. There is now an additional Index Type field on the Analytics Index RDO indicating the index type: Conceptual (LSI-based) or Classification (SVM-based). Pre-existing indexes use the Conceptual index type by default.
12/20/2017 9.5.370.136 Enhancement Conceptual Analytics The Active Learning application has been added to the Application Library. This will enable the creation of Active Learning projects that will facilitate a Prioritized Review using SVM-based analytics indexes.
12/20/2017 9.5.370.136 Enhancement Audit

Data Grid now monitors usage of core functionality in the Audit application with searching and reverting. The metrics collected help monitor adoption of feature development and identify areas for improvement. The following metrics are captured through Telemetry:

* Audit.Search.Execution.Count

* Audit.Search.Widget.Execution.Count

* Audit.Revert.Single.Count

* Audit.Revert.Mass.Count

12/20/2017 9.5.370.136 Enhancement Audit The Audit application now supports the Is In condition when applying a View Condition. Users can apply additional Timestamp conditions that include: This Week, This Month, Last Week, Last 7 Days, Last 30 Days, and Month. The default dashboard View Condition timestamp is set to display the Last 7 Days of instance level audits.
12/20/2017 9.5.370.136 Enhancement Audit The Reviewer Statistics script can now run against audits stored in Data Grid. Users can access the script with the normal workflow by installing the script to a workspace from the Relativity Script Library and run the script to identify reviewer productivity for their case.
12/20/2017 9.5.370.136 Enhancement Audit The Full Details in the Audit application now displays the information from audits in a simplified format. Field names are also simplified to be more readable. Users can still see information such as: ID, TImestamp, ArtifactName, ActionName, etc.; however, the JSON view of the audit is now located in the JSON tab at the top of the window.
12/20/2017 9.5.370.136 Resolved Defects Audit Users opening the Full Details in the Audit application will now see the scroll bar correctly scrolled at the top.
12/20/2017 9.5.370.136 Enhancement Legal Hold Users can now Preserve in Place custodians Office 365 OneDrive and Exchange accounts. Skype chat logs are preserved when Skype is configured to archive chat logs into O365 Exchange accounts.
12/20/2017 9.5.370.136 Enhancement Legal Hold Auditing records are created for any user actions resulting in changes to Preservation in Place holds created within Relativity Legal Hold.
12/20/2017 9.5.370.136 Resolved Defects Admin Operations Off Hour Agents now run correctly if the end time is less than the start time. Previously, If the end time was set to less than the start time, off hour agents would not run. For example, if StartTime: 22:00:00 and EndTime: 04:00:00 the agent would not run. This now works logically by rolling over the day.
12/20/2017 9.5.370.136 Resolved Defects Authentication To support a wider range of user input, AuthProfileManager service's contract has been updated. The SAML2Provider Issuer property has changed from a Uri type to a string. For consumers of the SAML2Provider class within Relativity's extension points (agents, event handlers, custom pages, etc), this is a breaking change.
12/20/2017 9.5.370.136 Enhancement Errors Document and Job Errors are now separated into two tabs, with Document Errors displayed per file instead of per individual error. Document Errors also have new fields, including Category and Number of Retries to help with error resolution. In addition to the mass actions available on the Document Error list page, the new Document Error layout allows actions to be taken on a single file as well. As part of this work, Unified Title and Parent Document ID are now part of the Relativity Processing Application, and are therefore system-mapped fields.
12/20/2017 9.5.370.136 Resolved Defects Processing Sets Relativity has improved the ability to process multiple data sources associated with a processing set.
12/20/2017 9.5.370.136 Resolved Defects Processing Sets Invariant will now recover from malformed Date/Time values in ICS values and continue processing the rest of file.
12/20/2017 9.5.370.136 Resolved Defects Productions Productions will now count extracted text-only documents that are being produced with a placeholder when validating the production run.
12/20/2017 9.5.370.136 Enhancement Reviewer Interface A Conversion Complete agent has now been added for the Document Viewer Service. For RelativityOne, this gets automatically created. For OnPrem instances, this needs to be created manually. You can reference help.relativity.com for more details on how to set up the agent.
12/20/2017 9.5.370.136 Enhancement Reviewer Interface When viewing a document, the Document Viewer Service will automatically pre-convert the first 25 results (max) in the related documents review queue in accordance with the new NumberOfRelatedDocumentsToPreconvert Instance Setting.
12/20/2017 9.5.370.136 Enhancement Reviewer Interface The Document Viewer Service will now pre-convert batched documents upon batch set checkout instead of batch set creation so that batched documents will be automatically converted at the time of review in accordance with the new NumberOfDocumentsToAutoPreConvert Instance Setting. Correspondingly, the Document Viewer Service will ignore 4 Instance Settings that previously dealt with batch set pre-conversion: PreConvertBatchedImages, PreConvertBatchedNatives, PreConvertBatchMaximum, and PreConvertBatchesDefaultValue.
12/20/2017 9.5.370.136 Enhancement Reviewer Interface

Currently, in order to benefit from the latest OutsideIn enhancements for the Viewer, users must recognize that their documents weren't converted with the latest version of OutsideIn (which you can determine by clicking on the 'About' icon in the Viewer toolbar). If your OutsideIn version is out-of-date, you would then have to run a mass-convert on every document that had already been converted.

* A new Instance Setting, MinimumOutsideInVersion, will determine the OutsideIn version to use when converting a document in the HTML5 viewer.

* Any document converted before the OutsideIn version stored in the new Instance Setting, will be treated as a cache-miss and will be automatically re-converted when the HTML5 viewer tries to display that document.

* For both R1 and OnPrem, Relativity will no longer support any OutsideIn version earlier than 2017.1

* Users will no longer have to mass-convert in order to avail themselves of the latest OutsideIn version if their Instance Setting is set to the latest OutsideIn version, they still could, but they will no longer have to.

* Documents that have been previously converted with an OutsideIn version older than the OutsideIn version in the Instance Setting, will be automatically reconverted according to our existing conversion priority logic: documents currently being viewed will be re-converted in the priority1 queue; the next three subsequent documents will be re-converted in the priority2 queue; related documents, checked out batch documents, first 10 documents in a list, as well as future pre-conversion groups of documents will be mass re-converted in the priority3 queue.

* All other documents not subject to the automatic conversion strategies above, will need to be mass re-converted if your review workflow benefits from mass-converting documents before reviewers actually view them.

12/20/2017 9.5.370.136 Enhancement Reviewer Interface A new Instance Setting, MinimumOutsideInVersion, will determine the OutsideIn version to use when converting a document in the HTML5 viewer.
12/20/2017 9.5.370.136 Enhancement Reviewer Interface

OutsideIn enhancements from 2017.5.0 to 2017.5.3 are:

* Notifications that comments are present in Word and Excel documents have been added to the HTML5 Viewer.

* Notifications that change tracking is present in Excel documents that have been added to the HTML5 Viewer.

* Notifications that explicitly hidden text is present in Word documents that have been added to the HTML5 Viewer.

* Added GB18030 character set support to MSG, EMAIL, VCARD, and HTML formats.

* Interrupted AJAX requests are now reported as warnings instead of errors.

12/20/2017 9.5.370.136 Enhancement Reviewer Interface The new Document Viewer Services API supports the conversion of documents to viewer types supported by Relativity, such as native, image, production, and transcript types. In addition, this API exposes an endpoint for document conversion available through REST.
12/20/2017 9.5.370.136 Enhancement Transform Sets Previously, Transform Set Domain Parsing only parsed email addresses in the SMTP format (jane@example.com), now Domain Parsing supports parsing X400 and X500 email address formats for the delimiters and key-value pairs listed in the documentation.
12/20/2017 9.5.370.136 Enhancement Transform Sets Because we're adding Transform Set Domain Parsing support for X400 and X500 email formats, we're adding another handler option to the Transform Set UI so as to avoid any interruption to SMTP-only domain parsing workflows.
12/20/2017 9.5.370.136 Enhancement Case Dynamics Users will now be able to see the name of the objects that have been linked to the different Fact Manager objects from the Inline view. Users will also be able to easily create and link Fact Manager Objects from the Inline View.
12/20/2017 9.5.370.136 Enhancement Case Metrics Users will now be able to decide, if they want to include system administrators and system accounts in the Case Metrics reports by checking the boxes to get these included.
12/20/2017 9.5.370.136 Enhancement Case Metrics The PDF and XLSX reports are now branded with the report name and filter source selected to generate the reports.
12/20/2017 9.5.370.136 Enhancement Case Metrics The Reviewer Statistics report will now bring Data Grid information on workspaces that are Data Grid enabled if the workspace has the latest audit application installed.
12/20/2017 9.5.370.136 Enhancement Case Metrics More than one field can now be filtered within the reviewer choices and reviewer overturns reports.
12/20/2017 9.5.370.136 Enhancement Single File Upload Single File Upload will now allow users to upload/replace images.
11/16/2017 1.6.2 Resolved Defects Mobile platform Fix for an incompatibility between Relativity Mobile V1.6.0 and older Relativity releases.
11/16/2017 1.6.2 Resolved Defects Mobile platform Fix for issue that could cause the application to crash when selecting documents from the document list.
11/2/2017 1.6.1 Enhancement Mobile platform The application now supports Relativity up to version 9.5.315.50.
11/2/2017 1.6.1 Resolved Defects Mobile platform The application now supports MobileIron on iOS 11 devices.
11/2/2017 1.6.1 Resolved Defects Mobile platform The viewer experience has been improved.
11/2/2017 1.6.1 Resolved Defects Mobile platform Improved the in-document search feature for iPhones.
11/2/2017 1.6.1 Resolved Defects Mobile platform Improved support for the lock-box feature.
11/29/2017 9.5.342.116 Enhancement New UI Framework The option to Switch to Classic UI is no longer supported for RelativityOne.
11/29/2017 9.5.342.116 Resolved Defects Imaging When imaging an MHT, MHTM, or MHTML file that has been imported, the resulting images will no longer be formatted differently than the native.
11/29/2017 9.5.342.116 Enhancement Infrastructure The PDF and OLE file handlers are now decoupled from Invariant. You can update the respective handlers independent of Invariant, assuming the compatibility matrix allows it.
11/29/2017 9.5.342.116 Resolved Defects Infrastructure New installs of Invariant on a server with SQL Server 2012 will no longer fail.
11/29/2017 9.5.342.116 Enhancement Processing Sets Relativity now processes ICS and VCF files with OutsideIn.
11/29/2017 9.5.342.116 Resolved Defects Reviewer Interface Performance enhancements have been made to Persistent Highlight Sets for emails with a large amount of text in the To/CC/BCC fields.
11/29/2017 9.5.342.116 Resolved Defects Productions We are setting the toggle (Relativity.Productions.Domain.Toggles.ProduceOnlyExtractedTextToggle) defaulted to off for the October release. Because of this, clients will not be able to produce documents with only extracted text and no image or native file.We cannot recommend turning this on, as the query is not optimized and can stall out the production and consume too much memory on the Agent server.
11/29/2017 9.5.342.116 Resolved Defects Conceptual Analytics Removing an index search filter card when the item list is currently sorted by rank field no longer causes a query error.
11/29/2017 9.5.342.116 Resolved Defects Item List The issue with Processing Set Console link Errors is fixed now. The link directs users to the Processing Errors tab and loads the page as expected.
11/29/2017 9.5.342.116 Resolved Defects New UI Framework The issue of having the wrong return path from the Document Viewer to folder browser when a review session was started from an emailed link to saved search is now fixed. Users are always returned to the last viewed browser from Document Viewer now.
11/29/2017 9.5.342.116 Resolved Defects New UI Framework During folder creation the folder is now disabled and the spinner is shown next to it.
11/29/2017 9.5.342.116 Resolved Defects New UI Framework Rapid repetitive Index search form submission no longer results in multiple Index Search condition cards in filter panel.
11/29/2017 9.5.342.116 Resolved Defects New UI Framework History list loading no longer ends up in error for History List views which contain no Details column in the New UI.
11/29/2017 9.5.342.116 Resolved Defects New UI Framework Index Search condition is no longer available in the New UI for Object Types which contain no indexed fields.
11/29/2017 9.5.342.116 Resolved Defects Audit The History View is now correctly sorting by ID field instead of Artifact ID.
11/29/2017 9.5.342.116 Resolved Defects Document Browsers The tree scrollbar was updated and now the actionable space takes the full width of a scroll bar. Scrolling by cursor drag is now much more convenient.
11/29/2017 9.5.342.116 Resolved Defects New UI Framework The issue of a History View not saving when it contains a condition with fields Details or Request Origination is now fixed. Fields Details and Request Origination can now be safely used in History View conditions.
11/29/2017 9.5.342.116 Resolved Defects New UI Framework Saved Search Include Subfolders option is now selected by default in the Scope modal when existing Saved Search is modified.
11/29/2017 9.5.342.116 Resolved Defects New UI Framework Pivot On Results Returned field is now initialized properly in Pivot Settings modal.
11/29/2017 9.5.342.116 Resolved Defects Extensibility Points The Assign Legacy Document Bates Fields script was updated to address the issue of it timing out in large workspaces. A Batch Size parameter was added (with default value of 10000), an index was added which showed performance gains in large productions, and the script timeout was changed to Indefinite.
11/29/2017 9.5.342.116 Resolved Defects Relativity Desktop Client The system was exporting a bad TIFF compression which causes an error when a user tries to import a production image back into Relativity. We fixed the exporting metadata so that now when a user is loading an exported production image into Relativity, the system will accept the load file and the user will not receive an error. The fix is for Relativity 9.5.
11/29/2017 9.5.342.116 Resolved Defects Reviewer Interface Previously, the ActiveX Viewer Installation Kit looks for Visual C++ 2013, and then installs VC2015 if it doesn't find VC2013 - even if VC2015 is already installed. This has been resolved.
11/29/2017 9.5.342.116 Resolved Defects Reviewer Interface Sometimes, a timeout error would occur when viewing blueprints in the HTML5 viewer. This has been resolved.
11/29/2017 9.5.342.116 Resolved Defects Reviewer Interface It has been reported that the CPU usage can spike up to 100% on the conversion agent server. This is now fixed.
11/29/2017 9.5.342.116 Resolved Defects Reviewer Interface Previously, some PDF documents could not be converted in the HTML5 viewer. This has been resolved.
11/29/2017 9.5.342.116 Resolved Defects Reviewer Interface Previously, some PDF files with tiny embedded images would cause the HTML5 viewer to freeze and/or distort the image. This is now fixed.
11/29/2017 9.5.342.116 Resolved Defects Reviewer Interface Previously, some PDF documents display garbled text when viewed in the HTML5 viewer. This has been resolved.
11/29/2017 9.5.342.116 Resolved Defects Reviewer Interface Previously, some PDF documents would not show the header and footer in the viewer. It showed in the Image tab after imaging, but not in the viewer itself. This has been resolved.
11/29/2017 9.5.342.116 Resolved Defects Reviewer Interface Sometimes, when clicking the email link to document button, the tab closes instead of opening your email program to send the link. Clearing your cache and browsing data should resolve the issue.
11/29/2017 9.5.342.116 Resolved Defects Reviewer Interface Previously, some PDF files would encounter a timeout or cache error when opening them in the HTML5 viewer. This has been resolved.
11/29/2017 9.5.342.116 Resolved Defects Reviewer Interface The long-standing memory leak in both the HTML5 and ActiveX viewers has been reduced by about 50%.
11/29/2017 9.5.342.116 Enhancement Reviewer Interface A Conversion Complete agent has now been added for the Document Viewer Service. You can reference help.relativity.com for more details on how to set up the agent.
11/29/2017 9.5.342.116 Enhancement Reviewer Interface Relativity has been upgraded to the latest OutsideIn release 2017.4.2 for the HTML5 viewer. The ActiveX viewer has not been upgraded. Enhancements include removal of the hidden content notification checkbox, plugging of some memory leaks in Web View Export that could affect certain browsers, and modifications to Web View Export to better handle larger documents on Mobile.
11/29/2017 9.5.342.116 Enhancement Reviewer Interface Documents will now be pre-converted upon batch set checkout instead of batch set creation so that the documents are ready at the time of review.
11/29/2017 9.5.342.116 Enhancement Reviewer Interface When viewing a document, the first page of results in the related documents review queue will now be pre-converted.
11/29/2017 9.5.342.116 Resolved Defects Relativity Desktop Client Previously, if you had a field on the Document object named Status, you would have received an error in the Relativity Desktop Client when attempting to import an image load file. This has been resolved.
11/29/2017 9.5.342.116 Resolved Defects Relativity Desktop Client Previously, if you had a field on the Document object named Order, you would have received an error in the Relativity Desktop Client when attempting to import an image load file. This has been resolved.
11/29/2017 9.5.342.116 Resolved Defects Relativity Desktop Client Previously, when exporting production sets with the Relativity Desktop Client and selecting more than 30 in the Production Precedence list, an error would occur. This has been resolved.
11/29/2017 9.5.342.116 Resolved Defects Reviewer Interface Previously, in the HTML5 viewer, some PDFs would start to fill up the cache location with 1KB PNG files until it hits 5 minutes, and then times out without loading the document. This has been resolved.
11/29/2017 9.5.342.116 Resolved Defects Reviewer Interface Sometimes, PDF CAD drawings would cause the HTML5 viewer to freeze. This has been resolved.
11/29/2017 9.5.342.116 Resolved Defects Reviewer Interface When reviewing documents, the coding panel can become out of sync from the document being shown. We've introduced messaging that prevents users from viewing and saving coding decisions when the document in the Viewer and the document in the Coding Panel are out-of-sync. A warning message will now appear on the layout pane while the viewer and the layout sync before allowing you to view or code the document. You will then need to refresh the page in order to view the layout again.
11/29/2017 9.5.342.116 Enhancement Reviewer Interface The new Document Viewer Services API supports the conversion of documents to viewer types supported by Relativity, such as native, image, production, and transcript types. In addition, this API exposes an endpoint for document conversion available through REST.
11/29/2017 9.5.342.116 Resolved Defects Admin Operations Users were not able to move and order Choices without Field Edit permissions, which was an incorrect behavior as any Choice changes should be dependent on the Choices object permissions. The application was adjusted to rely on the user's permissions in the Choice object for any choices changes.
11/29/2017 9.5.342.116 Enhancement Admin Operations Users will now be able to create parent and child relations when creating choices using the Add Many Choices option by using the tab key.
11/29/2017 9.5.342.116 Enhancement Case Dynamics Users will now be able to easily link and create Fact Manager Objects from the document viewer by right-clicking anywhere on the document or by using the New Fact Manager Coding Pane.
11/29/2017 9.5.342.116 Enhancement Installation Users will no longer have to manually unlock OCR and Productions application when installing or upgrading Fact Manager.
11/29/2017 9.5.342.116 Enhancement Case Metrics Users will now have the ability to export each one of the tabs or all at the same time for all reports and the following file types (XLSX, PDF, CSV). When exporting on CSV or XLSX each tab will become a sheet.
11/29/2017 9.5.342.116 Enhancement Case Metrics Users will now be able to see a new tab within the Case Metrics reports' results, that will display the average of the source field selected in the filters.
11/29/2017 9.5.342.116 Enhancement Unified Experience Users will no longer have to set instance settings when installing the application, all the instance settings will be installed by default with the application. The instance setting information will now be encrypted and users will now see a modal that will allow them to easily set up the application when installed.
11/29/2017 9.5.342.116 Resolved Defects ADS

Reflected fields created between two fields with long names were causing various issues and failures in Relativity. This issue has been resolved in the following ways:

  • If the generated reflective field name, exceeds the maximum character length, then: Each field is given 50 characters of _Column Name_ to work with, anything over that 50 character limit is truncated.
  • The field's ArtifactID is added to the field's name part.
  • Additional space will be truncated to allow room for the field's ArtifactID to become part of the new name.
  • The two field name parts are joined with a "::"
11/29/2017 9.5.342.116 Resolved Defects Reviewer Interface Users lacking the Local Access permission will no longer be able to use the ActiveX Viewer as Native or Image modes. We have introduced a new Instance Setting, OverrideDownloadDocumentPermission, defaulted to False. Enabling this instance setting will allow for users without the permission to use the Active X Viewer as before.
11/29/2017 9.5.342.116 Resolved Defects Metrics The Telemetry Alert for Offline Instances has been updated to no longer Reference the Telemetry Host agent.
11/29/2017 9.5.342.116 Enhancement Metrics SUM Metrics now have the ability to return client domain GUIDs.
11/29/2017 9.5.342.116 Enhancement Workspace The email address for the default Relativity admin account is now relativity.admin@relativity.com, and the email address for the Relativity service account is now serviceaccount@relativity.com. You can now use the ADMIN_EMAIL and SERVICEACCOUNT_EMAIL parameters to set the email addresses for the Relativity admin and Relativity service accounts during a new installation or upgrade.
11/29/2017 9.5.342.116 Resolved Defects Legal Hold The text formatting issue involving the inability to remove trailing spaces while editing communications has been resolved.
11/29/2017 9.5.342.116 Resolved Defects Support Tools The Data Grid Text Size API now returns a response for empty fields that says that the field has 0 bytes instead of omitting it.
11/29/2017 9.5.342.116 Resolved Defects Audit Users cannot perform a Revert on a coding decision if the field is required and the previous coding decision was null.
11/29/2017 9.5.342.116 Resolved Defects Search The dtSearchIndex table can now be queried in distributed SQL environments with Always On Availability Groups by using a new View in SQL.
11/29/2017 9.5.342.116 Resolved Defects Audit Users installing the Audit application will no longer see errors in the UI if the audits for the workspace have not been migrated during initial installation. Once a single audit record is migrated to Data Grid, the user will see the record in the UI.
11/29/2017 9.5.342.116 Enhancement Audit Users can now perform a Mass Revert action from the Item List in the Audit application within a workspace. The Mass Revert action can be found in the bottom of the List. Users clicking on the Mass Revert feature will perform a Revert on all available actions in the list.
11/29/2017 9.5.342.116 Resolved Defects Audit Fixed length text filters for is, is not, is like, is not like now correctly filter in the Audit application when the filter is applied to the field type.
11/29/2017 9.5.342.116 Enhancement Infrastructure A new workspace option is available in the Workspace Details, Data Grid File Repository. This new setting specifies the path for the physical location of Extract Text used by Data Grid. If no file repository is specified for the field and Data Grid is enabled, the Extracted Text is stored in the default file repository.
11/29/2017 9.5.342.116 Enhancement Data Import The Text Migration application status page now displays the Workspace name rather than the Workspace Artifact ID.
11/29/2017 9.5.342.116 Enhancement Audit The Data Grid for Audit application is now named Audit. The application can be found in the Relativity Application Library.
11/29/2017 9.5.342.116 Resolved Defects Infrastructure When saving an Analytics server, an exception will no longer be thrown when attempting to save without providing REST credentials.
11/29/2017 9.5.342.116 Enhancement Conceptual Analytics In Clustering, switching between the dial and circle packs will now be done via the widget hamburger menu. Additionally, improvements have been made to the number formatting in the tool tip, a label displays in the dial and color saturation where no filter is applied.
11/29/2017 9.5.342.116 Enhancement Structured Analytics Email Threading now supports the analysis of emails containing German language headers.
11/29/2017 9.5.342.116 Enhancement Structured Analytics When Email Threading or Textual Near Duplicate Identification is selected, Structured Analytics Sets will now create their Structured Analytics Result fields after a save of the set.
11/29/2017 9.5.342.116 Enhancement Structured Analytics Structured Analytics Sets will now be copied over from the template workspace upon creation of a new workspace.
11/29/2017 9.5.342.116 Enhancement Structured Analytics Email Threading, when the French language is selected, now supports weekday and month date format abbreviations without a period at the end of the date.
11/29/2017 9.5.342.116 Enhancement Developer Tools and Applications In the Object Manager service, parameter, artifactTypeID, has been changed to ObjectTypeRef artifactType for the QueryAsync method in the Relativity Services API and the REST API. Any custom code using this method will require updates to the parameter.
11/29/2017 9.5.342.116 Resolved Defects Processing Sets When the option to extract children is enabled, Relativity Processing will now extract embedded files that are contained in Word or Excel documents saved in the pre-2007 format (e.g., .DOC or .XLS file extensions) when the document contains both embedded files and embedded files as links. This defect fix also applies to Publisher documents.
11/29/2017 9.5.342.116 Resolved Defects Imaging Native imaging workers now suppress pop-up windows when an Excel document contains cells that reference an external data source and are being imaged. The job can continue without manual intervention.
11/29/2017 9.5.342.116 Resolved Defects Imaging When the Clear Indents for Emails setting on the imaging profile is set to yes, users will now see that indentations are properly cleared on certain types of MSG files.
11/29/2017 9.5.342.116 Resolved Defects Processing Sets EML files with non-ASCII characters in their date headers' alphabetic timezone will be processed correctly.
11/29/2017 9.5.342.116 Resolved Defects Processing Sets When the Use Source Folder Structure setting is set to yes on the processing profile, duplicate nested folders will no longer be seen in Relativity Folder Viewer after Processing .L01 files.
10/7/2017 1.6.0 Enhancement Mobile platform New filter types now supported in lists (Choice, Object, Yes/No, Date, User).
10/7/2017 1.6.0 Enhancement Mobile platform Easily find Saved Searches in the search browser.
10/7/2017 1.6.0 Resolved Defects Mobile platform ObjectManager now supports identifying fields by name in addition to type.
10/7/2017 1.6.0 Enhancement Mobile platform The app is ready for the iOS 11 update.
10/7/2017 1.6.0 Enhancement Mobile platform Currently, if Touch is enabled, we display a thumbprint graphic with 'not now' and 'use touch id' buttons. If 'not now' is pressed, we go to our passcode screen. If 'use touch id' is tapped, we present the touch id pop-up. Change this flow to still display the thumbprint graphic, but eliminate the two buttons. Automatically display the touch id pop-up (enabling touch id sensor). If 'cancel' is selected on the touch id pop-up, go to our passcode screen.
10/7/2017 1.6.0 Enhancement Mobile platform Relativity Mobile now supports iPhone. The same features available on the iPad are now available on iPhone.
10/25/2017 9.5.309.48 Enhancement List Page List Page application is optimized in the New UI. Average time of initial page load is reduced by 10% compared to non-optimized New UI version, and by 29% compared to Classic. Results vary by page size, most significant improvement is visible in a setup where Item List displays 25-200 Items per Page.
10/25/2017 9.5.309.48 Enhancement List Page Data querying is optimized in the List Page in the New UI. Average time of initial New UI page load is reduced by 30% compared to non-optimized version, and by 46% compared to Classic UI. Subsequent page load time is reduced by 22% compared to non-optimized New UI version, and 66% compared to Classic UI.
10/25/2017 9.5.309.48 Enhancement List Page Incremental list loading is introduced in a List Page to improve page load performance in the New UI. Only rows that are visible on screen are loaded firstly. The rest of rows are loaded on demand when list is scrolled down. Average time of initial New UI page load is reduced by 37% compared to non-optimized version, and by 50% compared to Classic UI. Subsequent page load time is reduced by 37% compared to non-optimized version, and 69% compared to Classic UI.
10/25/2017 9.5.309.48 Enhancement Developer Tools and Applications The Invariant Monitoring API now supports the ability to assign workers or jobs to a specific workgroup, as well as set the priority of a processing or imaging job in order to prioritize resources and work.
10/25/2017 9.5.309.48 Resolved Defects Security  
10/25/2017 9.5.309.48 Resolved Defects Reviewer Interface Persistent highlighting now highlights in the email header.
10/25/2017 9.5.309.48 Resolved Defects Reviewer Interface When navigating document to document in the viewer, highlights were sporadically failing to load. This is now fixed.
10/25/2017 9.5.309.48 Enhancement Workspace The kCura starter template has now been renamed to the Relativity Starter Template. You may need to update any automate workflows so that they now refer to it as the Relativity starter template.
10/25/2017 9.5.309.48 Resolved Defects RDO Framework Exporting the list of choices can now be done in Internet Explorer.
10/25/2017 9.5.309.48 Resolved Defects Case Dynamics Tags that are contained within a bigger tag are now maintained when deleting the tag that contains them in Outlines.
10/25/2017 9.5.309.48 Enhancement Case Dynamics You can now set the time when creating or editing a Fact.
10/25/2017 9.5.309.48 Resolved Defects Reviewer Interface Sometimes, when jumping into the document viewer, there was a delay loading the coding panel. This is now fixed.
10/25/2017 9.5.309.48 Resolved Defects Reviewer Interface Sometimes, when logging in after an upgrade, the second document that is navigated to in the review queue renders a spinner over the viewer content for a long time. This would also happen after clearing the cache. This is now fixed.
10/25/2017 9.5.309.48 Resolved Defects Reviewer Interface Sometimes, on searchable PDFs, when searching a term by typing in the text box, the term is not found. This also means that it did not get highlighted. This is now fixed.
10/25/2017 9.5.309.48 Resolved Defects Reviewer Interface Sometimes, MSG files would show less metadata in the HTML5 viewer than the native file. For example, the To field and Recurrence information would be missing. This is now fixed.
10/25/2017 9.5.309.48 Resolved Defects Reviewer Interface Some documents displayed HTML code which were present in the HTML5 viewer. This is now fixed.
10/25/2017 9.5.309.48 Resolved Defects Reviewer Interface Sometimes, PDFs in the viewer and in the image viewer would show gray pages. This is now fixed.
10/25/2017 9.5.309.48 Resolved Defects Reviewer Interface For some MSG files, there was missing metadata (To) in the HTML5 viewer. This is now fixed.
10/25/2017 9.5.309.48 Resolved Defects Reviewer Interface For some email messages, the viewer displayed incorrectly rendered Unicode characters. It displayed correctly in native mode. This is now fixed.
10/25/2017 9.5.309.48 Resolved Defects Reviewer Interface Previously, when you tried to load DWG files in the HTML5 viewer in Internet Explorer, the viewer stalled and didn't load the files. This is now fixed.
10/25/2017 9.5.309.48 Resolved Defects Reviewer Interface Previously, with some email messages, the number of attachments shown in the viewer wouldn't match the number of attachments in the native. This is now fixed.
10/25/2017 9.5.309.48 Resolved Defects Reviewer Interface With some Excel files, you would get a conversion error in the viewer. Once you processed the files and published them, the error occurred. The native file in the processing source location would open fine and it images correctly, but the viewer did not display the document. This is now fixed.
10/25/2017 9.5.309.48 Enhancement Reviewer Interface

Relativity has been upgraded to the latest OutsideIn release 2017.3.3 for the HTML5 viewer. The ActiveX viewer has not been upgraded. There is improved email attachment styling with an icon in Web View. There are numerous fixes to improve the rendering of different file types. Additionally, Web View now optionally displays hidden sheets, rows & columns for the following formats: Excel (XSL, XLSX, & XLSB), Quattro Pro, StarOffice/OpenOffice Calc, Lotus 1-2-3. Web View will now display formulas and cells with formulas will be marked for the following formats: Excel (XSL, XLSX, & XLSB). Web View now displays notifications (toasts) when the following items are found in the document: Hidden Slides, Hidden Rows, Hidden Columns, Speaker Notes, Comments, and Tracked Changes.

10/25/2017 9.5.309.48 Enhancement Reviewer Interface A new default instance setting to hide/disable the native file radio button in the document viewer toolbar has been added. The native file radio button will be hidden by default. You can still download the native file by clicking on the file icon next to the document identifier.
10/25/2017 9.5.309.48 Resolved Defects Extensibility Points The Overwrite Inherited Security setting for dashboards is no longer reset when editing the dashboard.
10/25/2017 9.5.309.48 Resolved Defects New UI Framework The paging control in the item list no longer displays 1/0 or 1 (of 0) when page size is modified for an empty list and the page is reloaded.
10/25/2017 9.5.309.48 Enhancement New UI Framework We have reduced the visual weight of the cards on the Condition Panel. The remove, disable, expand, and drag-able items are now seen only upon hover over.
10/25/2017 9.5.309.48 Enhancement New UI Framework Relativity Services API was extended to support Dashboard association to a Saved Search. GET service now returns DTO with associated Dashboard in it. POST Service accepts Dashboard as a parameter.
10/25/2017 9.5.309.48 Enhancement New UI Framework New Pivot Widget option for sub-chart visibility is introduced in the New UI Framework. The default value for the new option is Off, meaning that sub-charts won't be displayed in Pivot Widgets. The new option is persisted together with Dashboard save. The new option is not part of pivot profile.
10/25/2017 9.5.309.48 Resolved Defects New UI Framework Query hints are now applied to Saved Searches which are executed without a save in the New UI Framework.
10/25/2017 9.5.309.48 Resolved Defects Pivot The Pivot filter is now capable of filtering data by conditions containing exclamation marks. The same applies to the IS operator in List Conditions. Before this release, exclamation marks were removed from conditions before a search execution.
10/25/2017 9.5.309.48 Resolved Defects New UI Framework Underscore symbol (_) is now treated as any other simple character in Saved Search filter input box in the New UI. It allows filtering of Saved Searches which contain underscores in their names.
10/25/2017 9.5.309.48 Resolved Defects Structured Analytics In the New UI, the Document Viewer now fully loads when you navigate to it from Overturned Documents. The tab strip is no longer multiplied on every return from Document Viewer back to Overturned Documents List.
10/25/2017 9.5.309.48 Resolved Defects New UI Framework The issue with tab strip being multiplied on every return from Document Viewer back to Production Information list in the New UI is fixed now.
10/25/2017 9.5.309.48 Resolved Defects New UI Framework The RDO Field now displays as a hyperlink in the item list for all field types that support Linked attribute in field settings in the New UI.
10/25/2017 9.5.309.48 Resolved Defects New UI Framework The Submitted By Multi List picker dropdown values are now refreshed every time when the dropdown is expanded in the Production, Branding and OCR queues. This provides the most up-to-date data in the dropdowns without reloading the page. Additionally, the Item List filtering is now executed every time, as opposed to the previous version, which executed filtering only if filter conditions were changed.
10/25/2017 9.5.309.48 Resolved Defects Queue Management Application Upgrade progress bar displays 1% of completed progress if upgrade fails at the very beginning of the Upgrade process in the New UI. It gives clear indication that the Application upgrade was attempted, but failed right away.
10/25/2017 9.5.309.48 Resolved Defects New UI Framework The issue with wrong Queue page names in the list of recent and favorite pages is fixed now in the New UI. Branding, Production, OCR, and Workspace Upgrade queues are presented with correct names in the list of recent and favorite pages.
10/25/2017 9.5.309.48 Resolved Defects New UI Framework The issue with the View selection droplist remaining opened after a View is changed in Internet Explorer 11 now behaves as expected and is closed as soon as the new View is selected.
10/25/2017 9.5.309.48 Resolved Defects New UI Framework The issue with RUMEnable Instance Setting affecting the page load in the New UI has been solved. RUMEnable Instance Setting can be safely set to False now.
10/25/2017 9.5.309.48 Resolved Defects New UI Framework Index Search form is available now only in Documents list in the New UI.
10/25/2017 9.5.309.48 Enhancement New UI Framework Index Search form on the top of the Item List can now be submitted by hitting the Enter key. The combination of Shift+Enter is available for carriage return in the index search box.
10/25/2017 9.5.309.48 Enhancement New UI Framework The Advanced Search Browser View is automatically updated to include the following fields used in advanced Saved Search filter fly-out: Keywords, Notes, Owner, Created On, Created by, Last Modified On, and Modified By. Existence of these fields is required for the advanced saved search filtering feature. The update is done as part of a Relativity upgrade. Automatic update is applied only to Views that were not previously modified manually. Workspace administrators are allowed to change the View contents after the upgrade.
10/25/2017 9.5.309.48 Enhancement ECA Home Dashboard Overwrite column is now added for every promoted job on the ECA and Investigation app / Push to Review widget.
10/25/2017 9.5.309.48 Enhancement RIP When the IP job is created based on the Profile or IP is in edit mode, we are not updating mapping based on the new/changed source selection (saved search, folder, production set). This should help reuse existing Profiles for other sources. Behaviour for new IP job without profile remains the same. For example, mapping is updated from source selection.
10/25/2017 9.5.309.48 Enhancement RIP Save Search selector when pushing documents to other workspaces is now enhanced with treeview, helping to select or identify the right saved search.
10/25/2017 9.5.309.48 Enhancement ECA Home Dashboard Document count and size is now added for every promoted job on the ECA and Investigation app / Push to Review widget.
10/25/2017 9.5.309.48 Resolved Defects Relativity Desktop Client Production set imports no longer create duplicate images when a timeout occurs.
10/25/2017 9.5.309.48 Enhancement Agents Case Statistics Manager now reports the current day's data, in addition to the rolled up data, for the following metrics: FileCount, FileSize, TotalBillableFileSize, ImageFileSize, NativeFileSize, ImageFileSize, ProdctionFileSize, DocumentCountTextOnly, and DataGridFileSize. Each new metric has a new column in the report with the Current prefix.