Relativity 9.5 release notes

This page contains release notes for Relativity 9.0/9.1 to 9.5 and all product updates.

For a current 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
8/24/2018 9.5.616.1 Resolved Defects Security Security update to resolve a vulnerability in Relativity 9.5.
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 - Parallel Active Transfers  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 - throttling configuration per each transfer 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 Facts You can now navigate between Fact Manager objects using the Next/Previous buttons.
1/31/2018 9.5.411.4 Enhancement Facts 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 Reviewer Interface 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 Timeline Builder 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 Reports 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 Hold Notification You no longer need a Portal Link to save hold notices created from templates that don't require acknowledgement.
1/31/2018 9.5.411.4 Enhancement Hold Notification 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 Preserve in Place 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 Preserve in Place 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 Facts 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.
11/29/2017 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 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 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 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 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 Facts 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 HTML Editor 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 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 New filter types now supported in lists (Choice, Object, Yes/No, Date, User).
10/7/2017 1.6.0 Enhancement Mobile Easily find Saved Searches in the search browser.
10/7/2017 1.6.0 Resolved Defects Mobile ObjectManager now supports identifying fields by name in addition to type.
10/7/2017 1.6.0 Enhancement Mobile The app is ready for the iOS 11 update.
10/7/2017 1.6.0 Enhancement Mobile 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 popup. Change this flow to still display the thumbprint graphic, but eliminate the two buttons. Automatically display the touch id popup (enabling touch id sensor). If 'cancel' is selected on the touch id popup, go to our passcode screen.
10/7/2017 1.6.0 Enhancement Mobile 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 Developer Tools and Application 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 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 Facts 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 Facts 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 Profiles 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 Saved Searches 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.
10/25/2017 9.5.309.48 Enhancement Infrastructure Users selecting a long-text field in Relativity will be notified when activating that field for Data Grid. The message will alert the user to the three supported fields Relativity recommends for Data Grid and allow the user to cancel or continue with their selection.
10/25/2017 9.5.309.48 Enhancement Data Import The Text Migration application can run multiple times for a single workspace. This gives you additional flexibility to migrate one field to Data Grid and migrate additional fields such as OCR Text or Translated Text at a later date.
10/25/2017 9.5.309.48 Enhancement Infrastructure RSAPI now supports retrieval of Data Grid enabled fields with Read and ReadSingle operations. RSAPI Update and UpdateSingle operations with both SQL and Data Grid enabled fields will now generate a single audit record. The oldValue and newValue audit for Large text fields are now truncated at 1,000,000 characters for both types of field.
10/25/2017 9.5.309.48 Resolved Defects Search Search Term Reports now gather hits on unique documents incrementally throughout the job to limit the impact on CPU with Elasticsearch.
10/25/2017 9.5.309.48 Enhancement Data Import Users running the Text Migration application can now view the migration progress under the Migration Progress tab under the Data Grid parent tab in the Administrator section. The Migration Progress tab contains the list of workspaces and number of documents remaining to be migrated so users can monitor progress.
10/25/2017 9.5.309.48 Enhancement Data Import The Text Migration application now returns the status of the number of documents remaining and the total documents being migrated.
10/25/2017 9.5.309.48 Enhancement Audit You can filter on various workspaces in the Audit list to view audit records from multiple workspaces in a single dashboard.
10/25/2017 9.5.309.48 Enhancement Audit Administrators can now view a variety of audits across multiple workspaces to make it easier to make business decisions and pull data when clients request it.
10/25/2017 9.5.309.48 Enhancement Audit Relativity Administrators can now revert a coding decision made by a user on a document from the Audit list. Reverting the coding decision will edit the choice back to the previous selection.
10/25/2017 9.5.309.48 Enhancement Metrics A new SUM metric, Required.SeachProvider.Search.Count, is now available to track usage of Keyword, Lucene, Content Analyst, and dtSearches made from the Search Panel and STRs.
10/25/2017 9.5.309.48 Enhancement Support Tools Data Grid now has a public API which can be used to query field sizes of text fields stored in Data Grid and SQL.
10/25/2017 9.5.309.48 Enhancement Structured Analytics Email Threading now supports the analysis of emails containing French language headers.
10/25/2017 9.5.309.48 Enhancement Structured Analytics Structured Analytics Sets now provide a new console button that will allow you to copy the results of a given set from the new Structured Analytics results fields to the legacy Document results fields.
10/25/2017 9.5.309.48 Resolved Defects Assisted Review (RAR) An issue has been resolved that could cause concurrently started Assisted Review rounds to fail.
10/25/2017 9.5.309.48 Enhancement Conceptual Analytics Analytics Categorization Set jobs that are in progress during an upgrade will no longer cause the agent to fail. Where previously the agent would fail, now the Categorization Set will be set to an error status and retrying errors will pick up the job as normal.
10/25/2017 9.5.309.48 Enhancement Conceptual Analytics Cluster sets will now have a default depth of 3 and the maximum depth has been capped at 5.
10/25/2017 9.5.309.48 Resolved Defects Conceptual Analytics After upgrading Relativity to versions after the May 9.5 release, Analytics shell indexes created via workspace templates will no longer cause the Analytics Index page event handler to fail.
10/25/2017 9.5.309.48 Resolved Defects Infrastructure The Relativity Processing AppSetting WorkerFileCheckTimespanInMinutes default value is changed from 2 minutes to 15 minutes.
10/25/2017 9.5.309.48 Resolved Defects Processing Sets Relativity Processing now provides additional warnings when running a Discover job with Auto-Publish on or when running a Publish job.
10/25/2017 9.5.309.48 Enhancement Workspace New RelativityOne deployments will now have two new workspace templates: a Base Template which contains minimal applications and recommended settings and a RelativityOne Quick Start Template which contains typical applications and recommended settings, such as Processing application and mapped metadata fields. The RelativityOne Quick Start Template in particular is intended to minimize manual efforts associated with new workspace customizations. Please note, the new templates are a replacement for the legacy Relativity Starter Template and the New Case Template.
10/25/2017 9.5.309.48 Enhancement Developer Tools and Applications The Processing API now supports the ability to cancel inventory, discovery, and publishing jobs for a specific processing set. This functionality is also now available through REST services for processing.
10/25/2017 9.5.309.48 Enhancement Infrastructure The Text Handler component of Invariant is now decoupled from Invariant Core. The legacy Text Handler is included in the installation as a fall-back mechanism.
10/25/2017 9.5.309.48 Resolved Defects Reviewer Interface Relativity can now properly display VCF files with ks_c_5601-1987 character set.
10/25/2017 9.5.309.48 Resolved Defects Reviewer Interface Relativity now correctly displays embedded GIF images in PowerPoint files in the viewer.
10/25/2017 9.5.309.48 Resolved Defects Reviewer Interface Relativity now correctly displays chart legends in Excel files in the viewer.
10/25/2017 9.5.309.48 Resolved Defects Admin Operations Relativity will now validate integer-type instance settings before clicking the Save button.
10/25/2017 9.5.309.48 Resolved Defects Field Mapping Relativity now properly populates the Has Hidden Data mappable field with Yes when processing a PowerPoint that contains at least one hidden slide when using Native PowerPoint Text Extraction.
9/27/2017 9.5.292.12 Enhancement Developer Tools and Application The Invariant Monitoring API is now available. The iJobManager service provides the ability to pull back details around processing and imaging jobs. The iWorkerManager service provides the ability to pull back details around Invariant workers as well as start and stop workers to help monitor and troubleshoot processing and imaging jobs.
9/27/2017 9.5.292.12 Enhancement Integration Points For the Relativity Integration Points API, the kCura.SourceProviderInstaller.dll file has been renamed to kCura.IntegrationPoints.SourceProviderInstaller.dll.
9/27/2017 9.5.292.12 Enhancement Tools Relativity Scripts now run under a new SQL server login called RelativityScriptLogin. This new login is restricted from accessing certain security-sensitive tables. This means your Relativity Script can no longer access these tables. Your ADS applications will not be affected. Please contact our Customer Support team if you experience any issues or have any concerns
9/27/2017 9.5.292.12 Resolved Defects Mass Operations Previously, some PDFs generated from Save as PDF would get cut off due to the stretching of the text. This is now resolved.
9/27/2017 9.5.292.12 Resolved Defects Case Metrics

The reviewer statistics report was modified to avoid null values that were causing inaccurate data in the following columns :-

  • Edits per hour -
  • Distinct edits per hour -
  • Mass edits per hour -
  • Total Usage time
9/27/2017 9.5.292.12 Resolved Defects Facts Resolved compatibility problems found when trying to work with Fact Manager in Internet Explorer.
9/27/2017 9.5.292.12 Resolved Defects Facts Resolved some blocking functionality when changing from List mode to Parent mode after an act has been edited.
9/27/2017 9.5.292.12 Resolved Defects All Products Fixed defect with the ordering position when organizing object lists above categories in Layout Builder.
9/27/2017 9.5.292.12 Resolved Defects All Products Fixed a permissions defect for users that have no edit permissions over layouts. You will now will be able to view the layout from the Layout Builder.
9/27/2017 9.5.292.12 Enhancement Admin Operations You will now have the ability to easily link, visualize, and create objects from the Inline view.
9/27/2017 9.5.292.12 Enhancement Case Metrics Case Metrics filters were adjusted visually to provide a better user experience
9/27/2017 9.5.292.12 Resolved Defects Productions Productions will now count extracted text-only documents that are being produced with a placeholder when validating the production run.
9/27/2017 9.5.292.12 Resolved Defects New UI Framework If is after, is before or on, or between operators are used in View conditions on a Date and Time type field, time is no longer set to the default value on a View saved in the New UI framework.
9/27/2017 9.5.292.12 Resolved Defects New UI Framework System behavior and returned results are now unified when Search vs Save and Search actions are invoked for a Saved Search containing conditions with related items in the New UI framework.
9/27/2017 9.5.292.12 Resolved Defects New UI Framework Multilist ingrid filter now returns the expected results when the filter option containing a comma is applied in the New UI framework.
9/27/2017 9.5.292.12 Resolved Defects New UI Framework Mass operations can now be executed for Lucene Saved Searches in the new UI framework.
9/27/2017 9.5.292.12 Resolved Defects New UI Framework Lucene search is improved and it no longer results in under-inclusive results when several Related Items conditions are applied in single search query (e.g. Related Items are used in a Saved Search, which uses another Saved Search as condition with different Related Items defined).
9/27/2017 9.5.292.12 Enhancement OCR The OCR profile settings are now organized by tabs.
9/27/2017 9.5.292.12 Enhancement Processing Sets When no fields within a workspace have been mapped to a source, publishing pop-ups on the Processing Set and display a warning explicitly stating that limited or no metadata will be populated upon publish. Additionally, these same pop-ups now contain a new static bullet with similar messaging.
9/27/2017 9.5.292.12 Enhancement All Products Relativity now has new logos, names, and copyright text to reflect the rename of company to Relativity.
9/27/2017 9.5.292.12 Enhancement Infrastructure Microsoft Project is no longer a required application to install for Invariant. Processing or Imaging a project file when it is not installed will result in a detailed error.
9/27/2017 9.5.292.12 Enhancement Infrastructure Microsoft Visio is no longer a required application to install for Invariant. Processing or Imaging a visio file when it is not installed will result in a detailed error.
9/27/2017 9.5.292.12 Resolved Defects Processing Sets Relativity Processing now correctly runs deduplication when Publishing Processing Sets in a different order than when the Processing Sets were discovered.
9/27/2017 9.5.292.12 Resolved Defects Processing Sets The Processing Agent Error modal has been removed from the Processing Set page. The Processing Status Error Message will instead direct the user to the Admin Errors tab.
9/27/2017 9.5.292.12 Resolved Defects Imaging Relativity now images tracked changes and comments when imaging Excel files.
9/27/2017 9.5.292.12 Resolved Defects Processing Sets When exporting documents that have been processed using Relativity, the filepath will be used instead of filename when using the option, Append Original File Name.
9/27/2017 9.5.292.12 Resolved Defects Conceptual Analytics Indexes that were created in versions of Relativity prior to 8.1 will now properly migrate to versions of 9.5.
9/27/2017 9.5.292.12 Resolved Defects Conceptual Analytics For some earlier versions of Internet Explorer, the Analytics Index progress will no longer be cached and will update as expected.
9/27/2017 9.5.292.12 Resolved Defects Conceptual Analytics The Analytics Core application will no longer fail upgrading older workspaces due to group identification problems.
9/27/2017 9.5.292.12 Resolved Defects Structured Analytics Structured Analytics will no longer fail during the Export phase when Master SQL DB collation (COLLATE DATABASE DEFAULT) settings differ from Workspace DB collation settings of the target Structured Analytics Set.
9/27/2017 9.5.292.12 Resolved Defects Integration Points Exporting Data Grid fields from Elasticsearch using RIP no longer fails if Extracted Text is not set.
9/27/2017 9.5.292.12 Resolved Defects Audit The default Audit dashboards are now grouped by month to avoid data complexity warnings preventing the data from displaying and requiring a manual step to resolve.
9/27/2017 9.5.292.12 Enhancement Data Import The Text Migration application can now be installed to a Data Grid enabled workspace without any fields enabled for Data Grid.
9/27/2017 9.5.292.12 Enhancement Audit The Audit Migration Agent now has logic to attempt additional batch and document retries to ensure audits are successfully migrated from SQL to Data Grid. Any audits that continue to fail after the retry logic will display in the Audit Migration Error Report.
9/27/2017 9.5.292.12 Enhancement Metrics A new Telemetry metric, Required.DataGrid.SearchProvider.Lucene.Count, is now available to track usage of Lucene Searching.
9/27/2017 9.5.292.12 Resolved Defects Favorites & Quick-Nav The names of Login Methods that were displaying as Null in links in the Recent History drop-down will now display as their ArtifactID. This allows Login Method pages to be uniquely identified.
9/27/2017 9.5.292.12 Enhancement Relativity Analytics The FieldSizeAPI now allows the user to get field sizes of text fields that are present in Elasticsearch as well. This was previously not supported.
9/27/2017 9.5.292.12 Resolved Defects Integration Points Relativity Integration Point (RIP) exports have added logic to check for null fields which will allow the export to complete with SQL and Data Grid fields.
9/27/2017 9.5.292.12 Enhancement Audit The Audit application can now be installed at both the instance level and in the workspace.
9/27/2017 9.5.292.12 Enhancement Audit You can now use the Group By and Pivot On functionality to create Widgets and Dashboards to analyze audits that occur at the instance level. You can quickly search through records to take actions on audits occurring in the instance.
9/27/2017 9.5.292.12 Enhancement Audit You can now filter on audit actions that occur at the instance level in the Audit application.
9/27/2017 9.5.292.12 Enhancement Audit Instance level Audit users can now configure the Data Grid Deletion Agent to delete instance level audits that were successfully migrated from SQL to Data Grid.
9/27/2017 9.5.292.12 Enhancement Integration Points The folder tree on the Location field of the Connect to Source layout is now ordered alpha-numerically instead of by Artifact ID.
9/27/2017 9.5.292.12 Resolved Defects Integration Points The integration points scheduler now accepts non-U.S. date formats in the Start Date and End Date fields to further accommodate, for example, users in Australia or Europe.
9/27/2017 9.5.292.12 Resolved Defects Structured Analytics Email Threading now supports the Month-dd-yy hh:mm (March-09-16 11:00 AM) date format in embedded email headers.
9/27/2017 9.5.292.12 Resolved Defects Structured Analytics In Email Threading, the last email in a branch is now always marked as inclusive.
9/27/2017 9.5.292.12 Resolved Defects Structured Analytics If Email Threading encounters a unknown date format, the Duplicate Spare logic will now compare the text to ensure exact textual duplicates are marked as Duplicate Spares.
9/27/2017 9.5.292.12 Enhancement Agents The Case Statistics Manager now includes the Image File Size, Native File Size, and Production File Size columns. You can access the output via the Case Rollup script found in the Relativity Script Library.
9/27/2017 9.5.292.12 Enhancement ADS A new warning banner is displayed when the user tries to edit or view a locked layout or view.
9/27/2017 9.5.292.12 Enhancement Authentication The RDC now uses the OAuth 2.0 authorization framework for verifying your login credentials. This new OAuth 2 client offers increased security, because it uses access tokens that are valid for only three days.
9/27/2017 9.5.292.12 Resolved Defects Mass Operations The Export to File operation now functions correctly for web servers with .NET 4.7 installed.
9/27/2017 9.5.292.12 Enhancement Admin Operations You can now auto-disable users on a specified date in the future using the Disable On Date field. The field can be set for an individual user or multiple users through a mass operation on the Users tab.
9/27/2017 9.5.292.12 Enhancement Extensibility Points A new ImportBulkArtifiactJob, OnProcessProgress Event has been added to include the ImportJobID along with various other information such as the Process ID, so that you know which job is reporting the progress and therefore; can provide an improved experience to your customers.
9/27/2017 9.5.292.12 Enhancement Installation For a new Relativity installation, you can set a UNC path for the viewer cache location using the new CACHELOCATION parameter in the RelativityResponse.txt file.
8/2/2017 1.5.0 Enhancement Mobile Index Searches (dtSearch, keyword, Lucene) now support storing search terms, stemming and fuzziness properties.
8/30/2017 9.5.253.62 Resolved Defects Fact Manager After you add two lists of the same object type, delete them on the layout, and then try to add them back to the layout again, those lists are now available to add back in.
8/30/2017 9.5.253.62 Enhancement Admin Operations You now have a page that displays the status of the jobs created for the user group sync from duplicate instances.
8/30/2017 9.5.253.62 Enhancement Admin Operations You now have a page that will display the status of the jobs created for user group sync from the master instance.
8/30/2017 9.5.253.62 Enhancement Unified Experience Workspace portal is now isolating the configuration between the master instance and the duplicate instances so that only the master instance can initiate all connections.
8/30/2017 9.5.253.62 Enhancement Case Metrics You will now be able to filter all case metrics reports by saved search when just one workspace has been selected.
8/30/2017 9.5.253.62 Enhancement Fact Manager Fact Manager has improved performance on the way it loads and renders data. It is now over 50% faster.
8/30/2017 9.5.253.62 Resolved Defects New UI Framework Any mass operation of a given object type no longer results in an error in the new UI framework, if attempted without permission to read the Artifact ID field of that Object Type.
8/30/2017 9.5.253.62 Resolved Defects New UI Framework %artifactid%, %artifactedit%, and %artifactview% variables are now filled in with the proper values when the Override Edit Link URL rule is created in new UI framework.
8/30/2017 9.5.253.62 Resolved Defects New UI Framework The mass operation selector no longer displays one item as selected by default when a page contains a Pivot widget of table display type and includes aggregation by numeric field. This will ensure that when attempting mass operations the user will not receive an error.
8/30/2017 9.5.253.62 Enhancement New UI Framework

From now on the branding queue utilizes the New UI which brings a couple of features that were not previously available in the branding queue:

  • New field Submitted Date is available in the list now.
  • Operators are supported for numeric data in item list filter (not equal, greater than, less than, etc).
  • Multi select filter is allowed for Status field. It contains all available options in the drop-list. Status supported only textual filter before.
  • Operators are supported for date/time data in item list filter (is before, is after, between, etc).
  • Queue List export to CSV is available in mass operations section. The export respects the filter applied in the list.
8/30/2017 9.5.253.62 Enhancement New UI Framework

From now on the OCR Queue utilizes the New UI which brings a couple of features that were not previously available:

  • Operators are supported for numeric data in item list filter (not equal, greater than, less than, etc).
  • Filtering by Submitted Date field is allowed now.
  • Operators are supported for date/time data in item list filter (is before, is after, between, etc).
  • Queue List export to CSV is available in mass operations section. The export respects the filter applied in the list.
8/30/2017 9.5.253.62 Resolved Defects New UI Framework In the new UI framework, search results can now be sorted by other fields when the index search condition runs initially with the Sort By rank option.
8/30/2017 9.5.253.62 Enhancement New UI Framework The Saved Search tree filter was enhanced with additional search criteria in the new UI framework. The Filter text box has a fly-out which allows Saved Search tree filtering by Created On, Last Modified On, Created By, Last modified By, Owned By, Notes, and Keywords fields. Previous Saved Search tree filtering capabilities remain. You can still filter the tree by Search and Folder name in the field above the tree. All given search criteria are combined with logical operator AND.
8/30/2017 9.5.253.62 Resolved Defects Metrics The EDDS.Metrics table now deletes transmitted metrics even if the table has more metrics than the default count. A logic change was made to ensure the delete still functions.
8/30/2017 9.5.253.62 Enhancement ADS When upgrading an application, we will now purge relevant resource files that are no longer needed.
8/30/2017 9.5.253.62 Enhancement Queue Management The Workspace Upgrade Queue now displays a separate progress bar for monitoring application upgrades and another progress bar for monitoring upgrades to the workspace database and Invariant database when it is installed.
8/30/2017 9.5.253.62 Enhancement Acknowledge in Email Legal Hold now supports custodian acknowledgment of hold notices via an acknowledgment link in the email.
8/30/2017 9.5.253.62 Enhancement Acknowledge in Email Legal Hold has introduced Email Acknowledgment as a new communication type.
8/30/2017 9.5.253.62 Resolved Defects BCC Recipients The long file path issue causing BCC recipients to not receive communications has been resolved.
8/30/2017 9.5.253.62 Resolved Defects Field Editing Any action that clears a field on a sub-tab will now keep focus on the sub-tab.
8/30/2017 9.5.253.62 Resolved Defects Text Editor Formatting Multiple issues related to formatting in the text editor have been resolved.
8/30/2017 9.5.253.62 Resolved Defects Custom Layout on Custodian Custom layouts for the custodian object in Legal Hold now warn you that the email field is required on the layout.
8/30/2017 9.5.253.62 Resolved Defects Audit You can now use the Is Not operator when applying filters in the audit dashboard.
8/30/2017 9.5.253.62 Resolved Defects Support Tools When running workspace-to-workspace RIP jobs on Data Grid-enabled workspaces, large documents will no longer generate errors.
8/30/2017 9.5.253.62 Resolved Defects Audit You can now use the Is Not filter in the Execution Time field for both filter cards and view conditions.
8/30/2017 9.5.253.62 Enhancement Infrastructure This adds a new instance setting called ElasticsearchMajorVersion to determine which major Elasticsearch version the audit cluster is using.
8/30/2017 9.5.253.62 Enhancement Audit When you install the Data Grid for Audit application to a workspace, the History tab is now hidden.
8/30/2017 9.5.253.62 Enhancement Audit When you delete a workspace, the Audit index for the workspace will also be deleted.
8/30/2017 9.5.253.62 Enhancement Audit The Data Grid for Audit tab is now named Audit. Audit users can now locate the Audit tab at the parent level. The Audit Migrations Report and Audit Workspace Settings are now located in the same parent tab as Workspace Details.
8/30/2017 9.5.253.62 Enhancement Support Tools Two new metrics are available to track the amount of long-text data stored in the file system. The two metrics are Required.DataGrid.FileSystem.Document.Count and Required.DataGrid.Filesystem.Document.Size.
8/30/2017 9.5.253.62 Resolved Defects Audit The Migration Error Report script and the Audit Reporter Agent now retry document-level errors that are triggered at the batch-level.
8/30/2017 9.5.253.62 Enhancement Audit If you want to access specific records in your audit, you can click the Details icon to view the data in a modal.
8/30/2017 9.5.253.62 Enhancement Data View If you are attempting to perform a large amount of paging in your Audit dashboard you'll be notified that paging is disabled to protect your Audit infrastructure.
8/30/2017 9.5.253.62 Enhancement Scout / Collect Prior to running the Scout and Collector client applications, a one-time installation of the client applications launcher is required. The launcher handles downloads of required Scout and Collector packages and automatically starts the Scout and Collector applications.
8/30/2017 9.5.253.62 Enhancement Billing Agent The Collection Billing Agent has been removed from the application. The billing report script can still be run manually.
8/30/2017 9.5.253.62 Resolved Defects Structured Analytics Structured Analytics Audits were updated to generate the audit using the correct user.
8/30/2017 9.5.253.62 Resolved Defects Structured Analytics The Analytics application was updated to no longer package the default relational fields and relational views used for Email Threading and Textual Near Duplicates. This allows you to customize the relational fields and relational views that are used by the Analytics application.
8/30/2017 9.5.253.62 Enhancement Conceptual Analytics Unused fields on the Analytics Profile relating to Analytics Indexes are now hidden.
8/30/2017 9.5.253.62 Resolved Defects Field Mapping Relativity now properly publishes mapped fields in the case where an environment has multiple webservers, which could result in some mapped fields not being published due to a timing issue.
8/30/2017 9.5.253.62 Resolved Defects Agents When a Relativity workspace is deleted, the corresponding Invariant database is now also deleted.
8/30/2017 9.5.253.62 Resolved Defects Conversion Large imaging sets are now performed with a decrease load on the Invariant SQL Jobs table, with imaging results appearing sooner in Relativity.
8/30/2017 9.5.253.62 Resolved Defects Imaging Relativity now uncompresses RTF compressed emails using Unicode encoding, enabling emails with varying languages to be successfully imaged and text extracted.
8/30/2017 9.5.253.62 Resolved Defects Imaging Relativity keeps hidden columns/rows hidden in Excel files when auto-fit columns/rows is disabled.
8/30/2017 9.5.253.62 Enhancement Processing If left blank, the Data Source Name field is populated with the Custodian name appended with the Artifact ID. For example, Smith, John - 123456.
8/30/2017 9.5.253.62 Resolved Defects OCR Previously, when running an OCR Set, the NuanceLS.exe process could lock up. Although the OCR Set would continue to work, this stuck process would hold onto memory and could cause the kCuraAgentManager service to crash. When trying to restart the service, it would lock a certain DLL and cause the kCuraAgentManager service to immediately crash again. The only way to resolve the issue was to manually kill all the NuanceLS.exe processes on the agent server before attempting to restart the service. This issue seems to occur on Windows Server 2012, but not Windows Server 2008. This issue has been resolved. When upgrading from an affected version of Relativity to a version that includes this fix, users will still need to manually kill any stuck NuanceLS.exe processes before they are able to successfully start the kCuraAgentManager services
8/30/2017 9.5.253.62 Enhancement Reviewer Interface

Relativity has been upgraded to the latest OutsideIn release 2017.1.2 for the HTML5 viewer. The ActiveX viewer has not been upgraded. Web View has a new, more modern user interface for emails. There are numerous fixes to better support right to left languages in .docx and .pdf files. There were multiple defects resolved including: 1) Slow hit highlight search box navigation with HTML5 viewer. 2) Conversion thread dies on MSG files. 3) Issue with Arabic documents using Relativity 9.4 Viewer. 4) Browser crashes when viewing documents in HTML viewer 5) Searchable PDF not showing highlights in viewer.

8/30/2017 9.5.253.62 Enhancement Reviewer Interface Navigating to the next document from the document viewer is three times faster.
8/30/2017 9.5.253.62 Enhancement Processing Sets The publish phase of processing has been updated from a single long running process to be a distributed process that is broken up into separate jobs, improving resiliency and stability of this phase.
8/30/2017 9.5.253.62 Enhancement Case Metrics You are now able to filter all case metrics reports by saved search when just one workspace has been selected.
7/26/2017 9.5.219.30 Resolved Defects Authentication Relativity gives you an alert when your signing certificate is going to expire within 30 days.
7/26/2017 1.4.1 Resolved Defects Mobile In-document search now works on any number of pages within a document.
7/26/2017 1.4.1 Resolved Defects Mobile Checkbox for multi-object field is now visible in popup on the coding pane.
7/26/2017 1.4.1 Resolved Defects Mobile Expand/Collapse and Workspace Name buttons now work.
7/26/2017 9.5.219.30 Enhancement ARM ARM now offers the ability to include processing data in Restore jobs.
7/26/2017 9.5.219.30 Enhancement Errors You can now use the Single File Upload application to download an errored file. You can then upload a replacement directly on the error details layout.
7/26/2017 9.5.219.30 Resolved Defects Imaging Relativity has improved processing and imaging of EML files with carriage return line endings.
7/26/2017 9.5.219.30 Resolved Defects Processing Sets Relativity now properly processes and images Microsoft Office files that may contain the wrong CLSID. For example, it processes and images an Excel file with a Word CLSID as an Excel file instead of as a Word file.
7/26/2017 9.5.219.30 Resolved Defects Processing Sets Relativity no longer misidentifies Portable Grayscale Bitmap (PGM) files as text files, so these files can be processed and imaged.
7/26/2017 9.5.219.30 Resolved Defects Relativity Scripts & Utilities The Processing Statistics script now populates the Duplicate File Size column.
7/26/2017 9.5.219.30 Resolved Defects Structured Analytics Setting the ImportBatchSize value over 2100 no longer causes errors during a textual near duplicate job.
7/26/2017 9.5.219.30 Resolved Defects Conceptual Analytics Analytics agents no longer fail on workspaces that are soft-deleted with jobs in the queues.
7/26/2017 9.5.219.30 Resolved Defects Conceptual Analytics When you remove a stop word from the default list of concept stop words within an Analytics profile, the update is no longer ignored. The word can now be indexed.
7/26/2017 9.5.219.30 Resolved Defects Infrastructure The Data Grid Manager agent no longer produces errors when an environment doesn't have an Elasticsearch cluster configured.
7/26/2017 9.5.219.30 Resolved Defects Audit The Audit Manager Agent now eliminates generated errors and prevents duplicate filter choices when you add conditions to your widgets and views.
7/26/2017 9.5.219.30 Enhancement Infrastructure A new column called DataGridFileSize is available in the report that the Case Statistics Manager agent generates. The data in this new column is the sum of all files stored in the Data Grid file system per workspace. The data is available by running the Billing Statistics - Case Rollup script.
7/26/2017 9.5.219.30 Enhancement Data View On Data Grid-enabled fields, the search conditions called Is Set and Is Not Set have undergone speed improvements to enhance the performance of searches.
7/26/2017 9.5.219.30 Enhancement Support Tools The new Required.DataGrid.FileSystem.Enabled metric is now available for tracking usage related to storing long text data in the file system, and the new Required.DataGrid.Filesystem.Workspace.Count metric is available for tracking the number of workspaces where Data Grid is enabled.
7/26/2017 9.5.219.30 Enhancement Data Import When Lucene is configured for an instance, the Data Grid Text Migration application now builds a Lucene text index.
7/26/2017 9.5.219.30 Resolved Defects Data View In a layout, Data Grid long text fields no longer display an ellipsis after the preview text when the field text is shorter than the preview length.
7/26/2017 9.5.219.30 Resolved Defects Hold Admin Font sizes are now maintained properly when cutting and pasting text from Microsoft Word into any Legal Hold editor.
7/26/2017 9.5.219.30 Enhancement Hold Admin The Custodian Manager field has been added to all Legal Hold custodian picker dialogs.
7/26/2017 9.5.219.30 Enhancement Hold Admin When you install Legal Hold into a workspace under a client domain, the client domain admin group is assigned Legal Hold admin permissions.
7/26/2017 9.5.219.30 Enhancement Logos The instance name is now available on the About page of a Relativity instance. You can configure the display of name with the AboutBoxInstanceNameVisible instance setting.
7/26/2017 9.5.219.30 Resolved Defects Resource Servers The master key has been removed from case databases where it isn't used. If you are using the master key, it remains unchanged. This update makes it easier for DBAs to set up AlwaysOn for their Relativity Instances.
7/26/2017 9.5.219.30 Enhancement Developer Tools and Applications The Relativity Application Deployment System (ADS) import process now removes event handlers from an object type when those event handlers are no longer associated with the application.
7/26/2017 9.5.219.30 Enhancement Push to Workspace In the Integration Points wizard, you can create a new production set in a destination workspace. You can then transfer images to that newly created production set.
7/26/2017 9.5.219.30 Resolved Defects Reviewer Interface You can now properly use the manage option in the layout when the enable copy option from the previous functionality has been enabled.
7/26/2017 9.5.219.30 Resolved Defects Developer Tools and Applications The Single File Upload application is now only visible in the workspaces where it is installed.
7/26/2017 9.5.219.30 Resolved Defects Admin Operations You can now properly use the buttons for moving up and down after you click the back button.
7/26/2017 9.5.219.30 Enhancement Unified Experience You can now only see views for local instances.
7/26/2017 9.5.219.30 Enhancement Case Metrics All application components are now fully uninstalled from a workspace when you run the uninstall process.
7/26/2017 9.5.219.30 Enhancement Single File Upload You can now import any file type that is also supported by the Relativity viewer.
7/26/2017 9.5.219.30 Enhancement Case Metrics In the Reviewer Statistics report, you can now find the average file size for the documents reviewed.
7/26/2017 9.5.219.30 Enhancement Single File Upload The Single File Upload application used to be installed at the instance level. Now, admins can install the Single File Upload application at the workspace level.
7/26/2017 9.5.219.30 Enhancement Case Metrics You can now install the Case Metrics application from the Application Library, which is outside of a workspace. Previously, you could only install it from the workspace-level.
7/26/2017 9.5.219.30 Enhancement Case Metrics You can now use the contextual help next to the name of each report to get a description of it.
7/26/2017 9.5.219.30 Enhancement Case Metrics You can now obtain an average section in the Reviewer Choices Report.
7/26/2017 9.5.219.30 Resolved Defects Reviewer Interface The Save as PDF option no longer intermittently increases the dimensions of a PDF.
7/26/2017 9.5.219.30 Resolved Defects OCR When duplicate images were created, an OCR Set previously reported that it was complete but no documents were OCRed. Now, an actionable error appears that informs you about the document with duplicate images, which caused the job to fail.
7/26/2017 9.5.219.30 Enhancement Review The File Share choice has now been converted to a File Share Resource Server object.
7/26/2017 9.5.219.30 Resolved Defects Document Browsers In the new UI framework, the progress page for saved search deletion no longer freezes on a repeated delete action.
7/26/2017 9.5.219.30 Resolved Defects Searching If a condition value starts with a bracket, the contains condition for saved searches no longer results in an error.
7/26/2017 9.5.219.30 Resolved Defects Installation The Fix_SavedSearch_Integrity.sql script now supports 256 nested folder levels for a saved search.
7/26/2017 9.5.219.30 Enhancement New UI Framework The Worker Manager queue utilizes the new UI framework. It includes these new features:
  • Operators are supported for numeric data in the item list filter, such as not equal, greater than, less than, and others.
  • Multi-select filters are available for the Job Type and Status fields. They contain all available options in the drop-down list. They were previously text filters.
  • Operators are supported for date and time data in the item list filter, such as is before, is after, between, and others.
  • The ability to export a queue list as a CSV file is available in the mass operations section. The export respects the filter applied in the list. Advanced filtering modals aren't available because the same filtering capabilities are accessible in the item list filter.
7/26/2017 9.5.219.30 Resolved Defects New UI Framework You can edit views loaded from the Favorites fly-out without errors occurring in the new UI framework.
7/26/2017 9.5.219.30 Resolved Defects Relativity Desktop Client When attempting to load a .kwx file used in previous versions of Relativity, you no longer receive an error message.
7/26/2017 9.5.219.30 Resolved Defects Reviewer Interface The ability of the ActiveX viewer to load exceptionally large images (~100M pixels) has been improved. Images of this size and larger sometimes generate an OutOfMemoryException when you view them at low zoom settings. This error isn't consistent but increases in frequency with the increasing size of the image. If an image fails to load, zoom in and reload the page. Alternatively, you can try using the HTML5 viewer. Increasing the RAM on the workstation won’t resolve this issue.
7/26/2017 9.5.219.30 Resolved Defects Reviewer Interface The thumbnail viewer now loads large documents, when you are in the ActiveX document viewer mode and you click the show and hide thumbnails button on the viewer toolbar.
7/26/2017 9.5.219.30 Resolved Defects Admin Operations The See All Choices link isn't displayed on the Choice Editor 1.0.30.6.
7/26/2017 9.5.219.30 Resolved Defects Conceptual Analytics Cluster Visualization now features a new beta Dial visualization type. The Dial offers a view of clusters at all depth levels and can be enabled from the Cluster Visualization right-click menu.
7/26/2017 1.4.0 Enhancement Mobile The Airwatch MDM is now supported allowing for secure control over who is able to use the application and from what device.
7/26/2017 1.4.0 Enhancement Mobile Open documents can now be easily searched for text.
7/26/2017 1.4.0 Enhancement Mobile Index searches, including Keyword and dtSearch, are now supported.
6/29/2017 9.5.196.102 Enhancement Reviewer Interface The new Object Manager service supports updating and reading fields on Documents and Relativity Dynamic objects (RDOs), and querying for Workspaces, Documents, RDOs and system types. In addition, the Object Manager service exposes endpoints through REST, which support similar functionality. Additionally, Pre Load event handlers are executed on the new read endpoint of the Object Manager API.
6/29/2017 1.3.0 Enhancement Mobile Administrators can now disable access from the mobile application to individual workspaces by Permission Group.
6/29/2017 1.3.0 Enhancement Mobile PreLoad Event Handlers are now supported in the mobile application.
6/29/2017 1.3.0 Resolved Defects Mobile The set passcode process is displayed only once after resetting the passcode.
6/29/2017 1.3.0 Resolved Defects Mobile In some instances, layouts with next choice options could not be saved. This has been corrected.
6/29/2017 1.3.0 Resolved Defects Mobile The application sometimes requested the instance URL multiple times. This has been corrected.
6/29/2017 1.3.0 Resolved Defects Mobile dtSearch data sources are now supported in saved search on mobile.
6/29/2017 9.5.196.102 Resolved Defects Relativity Desktop Client When you export documents with text and set up the RDC to export text fields as files, the text from the documents is no longer written into the load file.
6/29/2017 9.5.196.102 Resolved Defects Relativity Desktop Client The Relativity Desktop Client now correctly exports long text data. The long text field is correctly encoded on export and the data in the file is now usable.
6/29/2017 9.5.196.102 Enhancement Field Mapping The All Custodian and All Path fields now populate the master custodian information on unique documents. Master documents with identified duplicates still contain the custodians that owned that document.
6/29/2017 9.5.196.102 Enhancement ARM ARM now offers the ability to include processing data in Archive jobs.
6/29/2017 9.5.196.102 Resolved Defects Processing Sets Relativity Processing workers have better resiliency during discovery when processing project files.
6/29/2017 9.5.196.102 Resolved Defects Infrastructure The ProcessingExportMaxThreads instance setting is set to 4 on new Relativity deployments.
6/29/2017 9.5.196.102 Enhancement Infrastructure The SolidWorks eDrawings Viewer 2017 is now supported on the worker server for processing and native Imaging.
6/29/2017 9.5.196.102 Resolved Defects Processing Sets Relativity Processing now correctly identifies Office files if they contain an incorrect class ID.
6/29/2017 9.5.196.102 Resolved Defects Reports The Processing Statistics script now correctly displays results based on the Date End specified.
6/29/2017 9.5.196.102 Enhancement Structured Analytics When field overlay is enabled, email thread visualization nodes now show a red exclamation point icon to indicate a coding conflict. A coding conflict occurs when there is more than one unique value, including null values, among the documents assigned to that node.
6/29/2017 9.5.196.102 Enhancement Structured Analytics The Email Thread Visualization icon is now always available when the Analytics application is installed.
6/29/2017 9.5.196.102 Enhancement Conceptual Analytics The status section on the Analytics index layout has been updated to provide information from the Analytics index RDO in a stable manner.
6/29/2017 9.5.196.102 Enhancement Conceptual Analytics The AnalyticsRestTimeout instance setting now has a default value of 200 seconds.
6/29/2017 9.5.196.102 Enhancement Conceptual Analytics Various defects around cluster renaming inconsistencies have been addressed.
6/29/2017 9.5.196.102 Enhancement Conceptual Analytics When clusters are deleted from Analytics indexes, the ability to keep the associated fields has been removed.
6/29/2017 9.5.196.102 Enhancement Conceptual Analytics When an Analytics server is removed from a resource pool, the Analytics indexes from workspaces that are marked for deletion no longer show as dependencies.
6/29/2017 9.5.196.102 Enhancement Conceptual Analytics You can't delete search indexes of type Analytics from the Search Indexes list page. These indexes must be deleted from the Analytics Indexes tab.
6/29/2017 9.5.196.102 Enhancement Conceptual Analytics Developers can now create Post Copy event handlers, which execute code after an instance of an Analytics Index RDO is copied.
6/29/2017 9.5.196.102 Enhancement Conceptual Analytics Analytics Indexes are now accessed through the Analytics Indexes tab under Indexing & Analytics. The latter tab is now created by the Analytics Core application.
6/29/2017 9.5.196.102 Enhancement Conceptual Analytics The new Continue Index Steps to Completion and Remove Documents in Error fields have been added to the Analytics Index object.
6/29/2017 9.5.196.102 Enhancement Conceptual Analytics Analytics Index visibility on the cluster pop-up window is now driven by the Analytics Index RDO permission instead of the search index.
6/29/2017 9.5.196.102 Enhancement Conceptual Analytics Developers can now obtain the current status information for Analytics Indexes from an API.
6/29/2017 9.5.196.102 Enhancement Conceptual Analytics An API is now available for creating and maintaining Analytics Index objects.
6/29/2017 9.5.196.102 Enhancement Conceptual Analytics On the Analytics Index page, the Enable Queries and Activate operations have been combined into a single Activate operation. The Disable Queries and Deactivate operations have also been combined into a single Deactivate operation.
6/29/2017 9.5.196.102 Enhancement Conceptual Analytics The Go Words and OCR filters from an Analytics Profile no longer apply to new RDO indexes and migrated RDO indexes. If an index was previously built with these options, they become disabled on the next population.
6/29/2017 9.5.196.102 Enhancement Conceptual Analytics After an upgrade, migrated RDO Analytics indexes that were built with the Default or All documents in workspace searches no longer have search sets. Population for that index is disabled until new searches are selected.
6/29/2017 9.5.196.102 Enhancement Conceptual Analytics Selecting a searchable set search on an Analytics Index now automatically populates the training set search if it is empty. You can still change the training set search, if desired. Additionally, setting Remove English Signatures and Footers to true sets the Enable Email Header Filter field to true and disabled.
6/29/2017 9.5.196.102 Enhancement Conceptual Analytics Conceptual Analytics APIs have been moved into the Analytics Core application.
6/29/2017 9.5.196.102 Enhancement Conceptual Analytics Conceptual Analytics agents have been moved into the Analytics Core application.
6/29/2017 9.5.196.102 Enhancement Conceptual Analytics Analytics Indexes no longer appear in the default Search Indexes view. If you click a link to an old Analytics Index, you are redirected to the new RDO page for that index.
6/29/2017 9.5.196.102 Enhancement Conceptual Analytics You can copy Analytics Index RDOs. The settings used to set up the index are transferred with the copy. This functionality is intended for use in place of the Analytics Profile.
6/29/2017 9.5.196.102 Enhancement Conceptual Analytics The layouts for Analytics indexes have been updated to include fields from the Analytics profile and the ability to link repeated content filters.
6/29/2017 9.5.196.102 Resolved Defects Conceptual Analytics The search options called Default and All documents in workspace aren't supported on the Analytics Index RDO object.
6/29/2017 9.5.196.102 Enhancement Audit In the Data Grid for Audit application, the Home tab is now integrated with the new UI framework. You can build custom widgets and design dashboards to meet workflow needs by utilizing the same Group By and Pivot On functionality available in Relativity.
6/29/2017 9.5.196.102 Enhancement Search When you update a workspace to use Data Grid for text data, the Lucene search index is disabled by default. You need to configure Elasticsearch and then configure the Lucene search availability on your text data stored in Data Grid.
6/29/2017 9.5.196.102 Enhancement Audit You can search on Field, Old Value, and New Value columns in the list view.
6/29/2017 9.5.196.102 Resolved Defects Audit The Audit Deletion agent now only runs when the cluster backup is completed.
6/29/2017 9.5.196.102 Enhancement Data Import When a workspace and field are set to Data Grid enabled, documents are imported to the workspace-configured Relativity file share. It is used for storing the data instead of Elasticsearch.
6/29/2017 9.5.196.102 Enhancement Data Import When upgrading Relativity, Data Grid enabled workspaces point to the new file system for long-text fields with Data Grid enabled.
6/29/2017 9.5.196.102 Enhancement Data Import You can now be notified via import errors, when ingesting text data to a Lucene search index in Data Grid.
6/29/2017 9.5.196.102 Enhancement Audit In the Data Grid for Audit application, the Home tab now provides you with the ability to export data from list views and widgets. The export functionality also respects filters on the data in the list view.
6/29/2017 9.5.196.102 Resolved Defects Support Tools The set long text field size operation can now run on long text fields with names that begin with a number.
6/29/2017 9.5.196.102 Enhancement Support Tools When you delete a workspace, Data Grid now deletes the files stored in the Relativity file share.
6/29/2017 9.5.196.102 Enhancement Search You can run the set long text field size operation against Data Grid text stored in the Relativity file share.
6/29/2017 9.5.196.102 Enhancement Search When a Lucene search is configured for a workspace, you can use the Is Set search operator on text data in Data Grid stored in the Relativity file share.
6/29/2017 9.5.196.102 Resolved Defects Search When you add conditions on an index search or the Extracted Text field using a Lucene search, and then compare the returned results from each search, they now match consistently.
6/29/2017 9.5.196.102 Resolved Defects Audit The Data Grid Audit Migrator agent messaging has been corrected. It now correctly reports the status on splitting sub-batches of audits.
6/29/2017 9.5.196.102 Enhancement Support Tools ARM functionality is supported for storing Data Grid enabled text data located in the Relativity file share.
6/29/2017 9.5.196.102 Enhancement Data Import You can now store up to 2 GB of text data enabled to Data Grid.
6/29/2017 9.5.196.102 Enhancement Search When you configure a workspace for Data Grid text to use a Lucene search, the search provider automatically appears as available in the workspace.
6/29/2017 9.5.196.102 Enhancement Search You can now use a Lucene search on documents of up to 2 GB.
6/29/2017 9.5.196.102 Enhancement Audit You can now apply view conditions and sort orders to quickly access specific records in the audit data.
6/29/2017 9.5.196.102 Enhancement Audit In the Data Grid for Audit application, you can now customize views created on the Home tab by adding or removing available audit fields. You can also sort a view on the fields selected to create it.
6/29/2017 9.5.196.102 Enhancement Audit In the Data Grid for Audit application, you can apply list conditions and create multiple list conditions with operators to filter your audit records available in the dashboard of the Home tab.
6/29/2017 9.5.196.102 Enhancement Audit You can now create histogram widgets based on the audit date time fields and pivot on an additional field to get time-based insights on your audit records.
6/29/2017 9.5.196.102 Enhancement Audit You can click on objects in widgets to apply filtering on the audit data. You can apply filtering on multiple widgets and results are listed in the widgets on your dashboard.
6/29/2017 9.5.196.102 Enhancement Search When you delete a workspace using a Lucene search, Data Grid now deletes the Elasticsearch index linked to the workspace.
6/29/2017 9.5.196.102 Enhancement Metrics The Case Statistics table now has a Billable File Size column to ensure accurate billing for documents stored in one workspace and referenced in other workspaces through Relativity Integration Points.
6/29/2017 9.5.196.102 Resolved Defects ADS When new mass operations are created, they now have the proper authorization set. Only groups authorized to use the mass operation get access to it.
6/29/2017 9.5.196.102 Enhancement Metrics You can set client and matter names to be hashed when the off-hour Case Statistics Agent runs.
6/29/2017 9.5.196.102 Enhancement Extensibility Points During the startup of the Service Host, the memory footprint has been improved. This change results in decreased start-up times.
6/29/2017 9.5.196.102 Resolved Defects RDO Framework The Delete Dependency Report has been improved to resolve issues when deleting objects in workspaces with multiple collations.
6/29/2017 9.5.196.102 Enhancement Agents The Case Statistics table now includes the Document Count Text Only column. This column accounts for documents consisting of only extracted text without natives, images, or files.
6/29/2017 9.5.196.102 Enhancement Metrics The Telemetry Host agent has been removed. The Service Host is now responsible for logging the collected usage metrics to the database.
6/29/2017 9.5.196.102 Resolved Defects Reviewer Interface MHT and Excel files are now converted.
6/29/2017 9.5.196.102 Resolved Defects Productions During the export of a production set, placeholder files that are JPG are no longer incorrectly named with the TIF file extension. They now are named with the correct file extension of JPG.
6/29/2017 9.5.196.102 Resolved Defects Reviewer Interface You can now convert HWP files.
6/29/2017 9.5.196.102 Resolved Defects Reviewer Interface You can now convert RTF files in the viewer without experiencing any issues.
6/29/2017 9.5.196.102 Resolved Defects Reviewer Interface If you run multiple Conversion agents and need to limit the maximum number of threads, you can now specify the machines to limit. Previously, if no limits were specified, conversion timeouts occur as the maximum agent CPU usage was reached.
6/29/2017 9.5.196.102 Resolved Defects New UI Framework You can sort on the Rank field after you apply the index search condition to the document list in new UI framework.
6/29/2017 9.5.196.102 Resolved Defects Productions When a production is running and the workspace is upgrading, the production waits until the workspace upgrade is finished. After the workspace upgrade completes successfully, the production run proceeds.
6/29/2017 9.5.196.102 Enhancement New UI Framework In the new UI framework, stemming and fuzziness settings are now available for an index search in a filter panel search and in saved search conditions.
6/29/2017 9.5.196.102 Enhancement Admin Operations You can now revert the last action executed in the choice editor.
6/29/2017 9.5.196.102 Enhancement Admin Operations You can now always add choices from a row without scrolling down to locate it. This row is now a floating row, which is always visible.
6/29/2017 9.5.196.102 Resolved Defects New UI Framework In the new UI framework, you no longer receive an SQL failed error when selecting All for mass operations.
6/29/2017 9.5.196.102 Enhancement Unified Experience The store authentication providers match between master and duplicate. Additionally, the login method information on user synchronization has been updated.
6/29/2017 9.5.196.102 Resolved Defects RDO Framework You can now create a layout from the Layout tab by clicking the New Layout button, without any errors occurring.
6/29/2017 9.5.196.102 Resolved Defects New UI Framework Pivot and the document list now return the same results when you filter on conditions that are linked to related documents.
6/29/2017 9.5.196.102 Enhancement Facts You now have the same add and edit functionality on the view drop-down menus for all the Fact Manager objects.
6/29/2017 9.5.196.102 Resolved Defects New UI Framework Rank column values are no longer affected when additional conditions are added to saved search based on Analytics index.
6/29/2017 9.5.196.102 Enhancement Timeline Builder You can now create new facts even when conditions have been set to the timeline.
6/29/2017 9.5.196.102 Enhancement Reviewer Interface The Document Utilities 1.0.0.0 and Collect Folder Path Data 6.1.0.5 applications have been updated to .NET 4.6.2.
6/29/2017 9.5.196.102 Enhancement Reviewer Interface Multiple viewer defects have been fixed.
6/29/2017 9.5.196.102 Enhancement Reviewer Interface The ActiveX viewer now requires .NET 4.6.2 and Visual C++ 2015 Redistributable to be installed on the client machine to function. The Visual C++ 2015 Redistributable is included in the Viewer Installation Kit, but .NET 4.6.2 isn't. The ActiveX viewer isn't compatible with older versions of Relativity. Older versions of the viewer won't work with Relativity 9.5.196.102. However, you can install the older viewer and the newer ActiveX viewer side-by-side.
6/29/2017 9.5.196.102 Resolved Defects Review Manager You can now see users when creating the roles for the forecast.
6/29/2017 9.5.196.102 Resolved Defects Developer Tools and Applications You can now get the extracted text when importing a file using single file upload on a workspace that is Data Grid enabled.
6/29/2017 9.5.196.102 Enhancement Case Metrics You can now select multiple choice and Yes/No fields on the reviewer choices and Reviewer Overturns reports. The Reviewer Overturns report now has a link on the overturn column, which opens a modal that displays detailed information about the overturns completed.
6/29/2017 9.5.196.102 Enhancement Case Metrics You can now hide self overturned data on the Reviewer Overturns report.
6/29/2017 9.5.196.102 Enhancement Unified Experience You can now read the values for the GroupSyncMode instance setting. They have been changed from numbers to understandable options.
6/29/2017 9.5.196.102 Resolved Defects Hold Admin The margin and formatting issues that occurred when you created new blank, non-templated communications have been resolved.
6/29/2017 9.5.196.102 Enhancement RLH Custodian Configurations The redirect recipient can now respond on behalf of the redirect custodian to communications that require an acknowledgment. The Interaction Level of the custodian is set to Redirected.
6/29/2017 9.5.196.102 Enhancement RLH Custodian Configurations You can now redirect communications to another custodian by setting the Interaction Level of a custodian to Redirected.
6/29/2017 9.5.196.102 Enhancement RLH Custodian Configurations When the Interaction Level of a custodian is set to Redirected, the assigned redirect recipient receives all emails related to Legal Hold for the custodian. The redirect recipient can be any other custodian whose Interaction Level is set to Full or is blank. Custodians whose Interaction Levels are set to None or Redirect aren't eligible to receive email communications on behalf of another custodian.
6/29/2017 9.5.196.102 Enhancement RLH Custodian Configurations If the Interaction Level of a custodian is set to None, any request to renew an expired portal link is denied.
6/29/2017 9.5.196.102 Enhancement RLH Custodian Configurations When the Interaction Level of a custodian is set to Redirect, portal links are sent to the assigned redirect recipient.
6/29/2017 9.5.196.102 Enhancement RLH Custodian Configurations The following reporting considerations apply to custodians that have their Interaction Levels set to None:
  • Custodians don't appear on Communication Summary Reports.
  • Custodians appear on Custodian Reports and have N/A in the Responded field.
  • Custodians appear on Custodian Change reports.
  • Custodians appear on Global Summary reports.
  • Custodians don't appear on Open Tasks reports.
6/29/2017 9.5.196.102 Resolved Defects Audit The Audit Deletion agent now only runs when the cluster backup is completed.
6/29/2017 9.5.196.102 Enhancement Structured Analytics Structured Analytics now supports running multiple sets without overwriting the results of previous runs.
6/29/2017 9.5.196.102 Enhancement Structured Analytics Relational field mappings are now available for email threading and textual near duplicate identification that support mapping to custom relational fields.
6/29/2017 9.5.196.102 Enhancement Structured Analytics Structured Analytics now includes a unique prefix per set. It is used for fields and objects relating to that set.
6/29/2017 9.5.196.102 Enhancement Structured Analytics Email thread visualization now includes a drop-down menu under Display Options. It supports switching between Structured Analytics sets.
6/29/2017 9.5.196.102 Enhancement Structured Analytics When field overlay is enabled, Email Thread Visualization now shows the coding values for attachments and duplicate spare emails.
5/8/2017 1.2.1 Resolved Defects Mobile Multi-Choice field type values are now always displayed in the coding pane.
5/8/2017 1.2.1 Resolved Defects Mobile The application now supports Relativity patch version 9.5.133.118.
5/8/2017 1.2.1 Resolved Defects Mobile We fixed a defect that caused updates to child nested choices to fail.
5/8/2017 1.2.1 Resolved Defects Mobile The left navigation pane would occasionally not be displayed after closing the coding pane. This has been fixed.
5/8/2017 1.2.1 Resolved Defects Mobile We fixed a defect that caused updates to child nested choices to fail.
5/8/2017 1.2.1 Resolved Defects Mobile The application no longer closes unexpectedly if the coding pane is selected before a document loads.
5/31/2017 9.5.162.111 Resolved Defects Extensibility Points The dashboard data was intermittently updated twice with the IDs of the new data as source, which was incorrect. The ID mapping is now always using the XML as the source, ensuring that the mapping is correct.
5/31/2017 9.5.162.111 Resolved Defects New UI Framework When you search in the new UI framework, the asterisk (*) wildcard character is now processed correctly when you use it with the LIKE operator.
5/31/2017 9.5.162.111 Resolved Defects Event Handlers In Fact Manager 9.2.0.202, the outline text is now no longer sporadically truncated.
5/31/2017 9.5.162.111 Resolved Defects Admin Operations In the Choice Editor 1.0.26.23, the row for adding choices to the bottom of the screen now no longer freezes.
5/31/2017 9.5.162.111 Enhancement All Products Relativity.Distributed now properly respects the EnableCustomerLockbox instance setting. If this instance setting is set to true, users must belong to a security Group with access to the workspace that they want to access. This access is required for users other than the System Administrators group.
5/31/2017 9.5.162.111 Enhancement Processing Sets Processing now has improved layouts by making them more intuitive. The Processing Error Details page now has sections for each group of fields. The settings on the processing profile are now categorized. The Processing Data Source layout now has the Advanced tab expanded by default.
5/31/2017 9.5.162.111 Enhancement Outlines On exports for outline in Fact Manager 9.2.0.202, users can now click hyperlinks in an outline and open documents from .zip file.
5/31/2017 9.5.162.111 Resolved Defects Infrastructure The Data Grid usage metrics are now sent once per day to eliminate the stress that the original frequency placed on the web server.
5/31/2017 9.5.162.111 Resolved Defects Metrics An error is no longer generated if you choose Save and New when editing an existing child object from a child object list.
5/31/2017 9.5.162.111 Enhancement Outlines In Fact Manager 9.2.0.202, has the following enhancements:
  • Tags inside of another tag automatically link to each other, such as [fact[people]]. A person mentioned on a fact is automatically linked to the fact and vice-versa.
  • If a tag is removed from an outline, the object mentioned on the tag is removed.
  • Tracking occurs for the history of the export date, the user, and the files that were exported on the outline.
5/31/2017 9.5.162.111 Enhancement Admin Operations In the Choice Editor 1.0.26.23, you can now easily access the order of other choices by using the View Order button. This button is an option for choices that is next to the Order field.
5/31/2017 9.5.162.111 Resolved Defects New UI Framework The multi-list picker for choices no longer hides the parents of choices that nest more than two levels. Choice parents of all levels are now displayed.
5/31/2017 9.5.162.111 Enhancement Admin Operations In the Choice Editor 1.0.26.23, you can now return to the original sorting order by clicking three times on the sort button. The new third state for sorting returns to the original order.
5/31/2017 9.5.162.111 Enhancement Admin Operations In the Choice Editor 1.0.26.23, you can now set a parent to a choice by the Parent field. This functionality is available on the options for choices.
5/31/2017 9.5.162.111 Enhancement Facts Fact Manager 9.2.0.202 includes enhancements to the Facts layout, which result in better organized fields. In addition, the type-ahead drop-down menu opens at the top when you are at the bottom of the page.
5/31/2017 9.5.162.111 Enhancement New UI Framework In the new UI framework, the Visible in Drop-downs field has been moved from the Information Tab to the Other Tab.
5/31/2017 9.5.162.111 Enhancement New UI Framework While performing mass operations on the saved search browser, you can now choose all items. This functionality is similar to that available in the list view.
5/31/2017 9.5.162.111 Resolved Defects Processing Sets In the Relativity Processing Console (RPC), the LastActivity field now displays accurate information for all types of jobs.
5/31/2017 9.5.162.111 Resolved Defects Processing Sets Relativity can now process OneNote files from Office365.
5/31/2017 9.5.162.111 Resolved Defects Audit The Audit Deleter Agent now creates a message so it doesn't unnecessarily insert into the logging table.
5/31/2017 9.5.162.111 Resolved Defects Infrastructure The UNC Path field no longer exists for a resource server that is of type worker manager server.
5/31/2017 9.5.162.111 Resolved Defects Support Tools The total processing time correctly reports Data Grid document ingestion.
5/31/2017 9.5.162.111 Resolved Defects Productions The system upgrade message appears only on the view production set page. It doesn't appear in the create or edit pages. It also now displays information about the type of job is being processed, such as the Stage, Produce, Branding, and Delete statuses.
5/31/2017 9.5.162.111 Enhancement Support Tools An Application Performance Monitoring (APM) metric is available for the time that it takes to create a dtSearch index.
5/31/2017 9.5.162.111 Resolved Defects New UI Framework Quotation marks are now handled correctly when they are used with the Is like operator for search conditions, so the search now returns the appropriate results.
5/31/2017 9.5.162.111 Resolved Defects Processing Sets When processing HTML files, Relativity now includes the alternative text embedded in the <alt> attribute in extracted text for these file.
5/31/2017 9.5.162.111 Enhancement Web Import/Export With the Single File Upload 1.2.0.16 feature, you can now upload any document supported by the Relativity viewer from the Documents tab, including from Folders, Field Tree, and Clusters.
5/31/2017 9.5.162.111 Resolved Defects Searching You can now include a sort with your saved search conditions in the classic UI framework.
5/31/2017 9.5.162.111 Resolved Defects RDO Framework In the Choice Editor 1.0.26.23, the Relativity error no longer appears, when you add choices on the fly with the mass edit option in the classic UI framework.
5/31/2017 9.5.162.111 Resolved Defects New UI Framework In IE 10, you can now move a saved search or saved search folder into a collapsed folder by dragging and dropping it. The proper permission violation message is now displayed when the drag and drop move operation is performed if you don't have sufficient rights.
5/31/2017 9.5.162.111 Resolved Defects Agents The service bus host tables are now properly cleared during upgrades. This process resolves issues that occurred when conversion agents were added.
5/31/2017 9.5.162.111 Resolved Defects Processing Profile In the processing profile and native imaging profile for Moscow, the Relativity time zone offset for Russia has been changed to +3.
5/31/2017 9.5.162.111 Enhancement Service Bus The new SharedAccessKey instances setting specifies the value of the shared access key / authorization rule used when authenticating with service bus, while the new SharedAccessKeyName instance setting specifies the name of the shared access key / authorization rule.
5/31/2017 9.5.162.111 Resolved Defects New UI Framework After you use a saved search that includes relational items, or after you create a document view with a selection that includes relational items, the Sampling button is now disabled and sampling is inactive.
5/31/2017 9.5.162.111 Resolved Defects New UI Framework When relational documents are used in search conditions, a discrepancy no longer exists between the saved search results and the documents used for a mass operation based on the same saved search.
5/31/2017 9.5.162.111 Resolved Defects New UI Framework The result set is now the same when a user edits a saved search results field, adds conditions that includes whitespaces, or filters on a result set from the folder browser and includes white spaces, and then chooses the option to Search rather than Save and Search.
5/31/2017 9.5.162.111 Resolved Defects File Handlers Relativity Processing now correctly identifies certain Office XML files.
5/31/2017 9.5.162.111 Resolved Defects File Handlers Relativity Processing has reduced time-out errors during discovery of password protected Office XML files.
5/31/2017 9.5.162.111 Enhancement RPC In the Relativity Processing Console (RPC), logging for user activity has been added on data stores, workers, and jobs.
5/31/2017 9.5.162.111 Enhancement New UI Framework In the new UI framework, the Currency field displays the appropriate local currency symbol, such as the dollar, pound, or euro sign. This currency symbol is based on the server's local settings.
5/31/2017 9.5.162.111 Resolved Defects New UI Framework The field called Extracted Text OR Full Text Field isn't currently supported in the new UI framework. If you create a saved search with that field in the classic UI framework, and then try to edit that search from the new UI framework, you now receives a user-friendly error message, but you still can't edit the search.
5/31/2017 9.5.162.111 Resolved Defects Conceptual Analytics If categorization fails on a large data set, retrying errors no longer has a chance of failing again. This previous failure was due to leftover data from the initial attempt that wasn't properly cleaned up.
5/31/2017 9.5.162.111 Enhancement New UI Framework In the saved search browser, you now have the ability to export your saved searches and folders to a file. You can export to Excel, CSV, and other standard Relativity formats.
5/31/2017 9.5.162.111 Enhancement Processing Sets On the Processing Set layout, the Percent Complete and Status columns have been added to the Data Source view to provide progress visibility.
5/31/2017 9.5.162.111 Resolved Defects Processing Sets Relativity has improved performance and stability for the processing of 7Z container files.
5/31/2017 9.5.162.111 Resolved Defects Reviewer Interface Document unitization now creates child images with the correct file extensions inherited from the parent image. When produced and exported, the images are exported with the correct extensions.
5/31/2017 9.5.162.111 Resolved Defects New UI Framework Each saved search is always associated with one of the available search indexes. By default, it is lowest ranked index. Relativity now displays an error message with the appropriate explanation if you don't have permission to the index associated with the saved search and you try to open the saved search.
5/31/2017 9.5.162.111 Resolved Defects Imaging Relativity now correctly handles processing and imaging of EML files from MBOX or DBX files with inconsistent line endings.
5/31/2017 9.5.162.111 Enhancement New UI Framework In the classic UI framework, you can filter on the Rank field using column filtering. In the new UI framework, you can't perform this task, because the field is dynamically added to the list. With this new feature, you now have the ability to filter on the Rank Field. You can also use the new operators in the list, which include >=, <=, and others.
5/31/2017 9.5.162.111 Resolved Defects Conceptual Analytics The edge case that caused Analytics to stick at 99% during the enabling queries step has been resolved.
5/31/2017 9.5.162.111 Resolved Defects Workspace Workspaces that exceed the MaxItemList count can now correctly be used as workspace templates.
5/31/2017 9.5.162.111 Resolved Defects RDO Framework If a category on a layout is deleted, all the fields now return into the available fields list.
5/31/2017 9.5.162.111 Resolved Defects Searching The icon used for creating a saved search from a list doesn’t display for users who aren’t admins but have required permissions to create searches on list pages. When they access the list, they can’t create a saved search from it because the entire console doesn’t appear. This issue has been resolved so non-admin users with the required permissions can create a saved search from a list page.
5/31/2017 9.5.162.111 Resolved Defects Reviewer Interface An error is no longer thrown when you download a native file that has a name containing a comma.
5/31/2017 9.4.321.2 Resolved Defects Reviewer Interface Black boxes no longer appear on certain PDF documents in the viewer.
5/31/2017 9.5.162.111 Enhancement New UI Framework The new Requires Manual Rerun option on searches requires you to manually run a search again instead of it executing automatically. Since some saved searches can take a long time to run due to their complexity, this feature lets you navigate to the viewer to look at documents, or move to another tab without rerunning the entire query as you complete to your next task.
4/28/2017 9.5.133.118 Resolved Defects Infrastructure The Analytics installer now preserves the keystore and truststore on upgrades. The certificate added to the Analytics server isn't overwritten on an Analytics upgrade.
4/28/2017 9.5.133.118 Resolved Defects Infrastructure The Windows Service name now defaults to "Relativity Analytics Engine" on new Analytics engine installations.
4/28/2017 9.5.133.118 Enhancement Infrastructure The version of Java has been upgraded to the JDK 8u121 in the Analytics engine.
4/28/2017 9.5.133.118 Enhancement Infrastructure The Analytics installer now has an option that lets users to add certificates in the PKCS12 format, and to add their passwords to new installations.
4/28/2017 9.5.133.118 Enhancement Infrastructure The Analytics installer now supports HTTP authentication and authorization configuration via the response file for new installations.
4/28/2017 9.5.133.118 Enhancement Infrastructure The Analytics engine installer now creates a log file to aid in diagnosing installation issues. These logs are captured in the installer.log file in the installer directory.
4/28/2017 9.5.133.118 Enhancement Infrastructure The Analytics installer now uses a response file to install Analytics on the server. You can use this installer for both new installations and upgrades. The response file installer replaces the Relativity Analytics Server Setup wizard.
4/28/2017 9.5.133.118 Resolved Defects Conceptual Analytics The action of removing a stop word from the list of default concept stop words list isn't ignored. When a stop word is removed from the list within an Analytics profile, the word can now be indexed.
4/28/2017 1.2.0 Enhancement Mobile The Relativity Mobile application now supports Propagation and Skip when coding documents. As Relativity Web has in the past, updates to a document on mobile are now propagated to related documents. Also, when Save & Next is selected, documents changed due to propagation or other users' updates will potentially be skipped if the changes cause them to be eliminated from the current search criteria.
4/28/2017 1.2.0 Enhancement Mobile Relativity Mobile now supports the execution of PreSave and PostSave Event Handlers when coding documents.
5/31/2017 9.5.162.111 Enhancement Legal Hold Legal Hold now can work with ARM, allowing you to archive, restore, and move a Relativity Legal Hold workspace between Relativity installations or SQL Servers. Legal Hold runs automatically with an ARM Restore job.
5/31/2017 9.5.162.111 Enhancement Collection Collection now supports Admin-level and custodian-level collections for OneDrive for Business accounts.
5/31/2017 9.5.162.111 Resolved Defects Collection The pertinent fields are displayed when selecting "Entity" as the custodian type on Collection layouts.
4/17/2017 1.1.1 Resolved Defects Mobile The application has been updated to be compatible with new patch versions of Relativity.
4/17/2017 1.1.1 Resolved Defects Mobile The bottom tab bar for multi-sheet Excel documents is now accessible.
4/17/2017 1.1.1 Resolved Defects Mobile You can now scroll for all documents when viewing in landscape mode.
4/17/2017 1.1.1 Resolved Defects Mobile In previous releases, quickly selecting the 'Next' button a number of times, then selecting the 'Previous' button a number of times in the viewer could result in the wrong document being displayed. This issue has been fixed.
4/17/2017 1.1.1 Enhancement Mobile Updates to the application allow it to support Relativity version 9.5.69.85 and beyond.
3/29/2017 9.5.133.118 Resolved Defects Review Manager

The following defects have been resolved in Review Manager 9.3.0.67:

  • Errors on the values given on Distinct Views and Total views on the Document Detail report.
  • Inaccurate data or 0 results when there should be data on the Role Detail Report.
  • Role Detail Report not working when selecting Active Time option.
  • Reviewer Productivity Report bringing in groups that are not related to the forecast set.
  • RMObjectAction table saving rows with UserID=0. It is now directly using audit records.
  • Set Calendar Date not marked as a required field when the user chooses the Set Specific Calendar Date option on the Start Date Method field.
  • Users belonging to the System Administrators group now come up on the Reviewer Productivity Report.
  • Refresh Data button on the Forecast tab failing and not updating data.
3/29/2017 9.5.89.76 Resolved Defects Mass Operations Custom mass operations, long running, and cancelable calls weren’t freeing up their resources after the call was complete. This issue led to unrecoverable memory usage in Relativity, Relativity.Rest, and Service Host process. It caused the process to be cycled when memory reached critical levels, which caused services to be disrupted. This issue has been resolved.
4/28/2017 9.5.133.118 Enhancement Web Import/Export The load file import now lets you select the workspace destination folder where you want to import the documents. The load file import generates an error lines file that you can download through the browser when the import contains item-level errors.
4/28/2017 9.5.133.118 Resolved Defects Metrics The whitelist is now thread-safe. Quickly adding multiple new metrics to the whitelist doesn't cause the CPU to spike.
4/28/2017 9.5.133.118 Resolved Defects Web Import/Export Relativity now has a new workspace setting that optimizes a query, which caused performance issues for large publishing jobs. This setting uses the old query by default, but you can set the new optimized query to run if necessary.
4/28/2017 9.5.133.118 Resolved Defects New UI Framework When you create a new dashboard and add a widget, the links in the Control Number column now correctly open that document in the core reviewer interface.
4/28/2017 9.5.133.118 Resolved Defects Assisted Review (RAR) The default StratifiedSamplingCoverage value used for Assisted Review stratified sampling is now .8 instead of .9 to adhere to the suggested defaults for the Analytics engine.
4/28/2017 9.5.133.118 Enhancement Integration Points You can now push original images from one workspace to another using Relativity Integration Points. You can send images as references or include physical files by setting the Copy Natives option to Yes. No option exists to push documents with images as a single Integration Points job.
4/28/2017 9.5.133.118 Resolved Defects Admin Operations If you have a large environment, you can now finish off-hour Case Statistic Manager Agent runs and deliver billing metrics to kCura.
4/28/2017 9.5.133.118 Resolved Defects Review Manager You must now select the Set Calendar Date when the Set Specific Calendar Date is selected on the Start Date Method field on the Tier layout.
4/28/2017 9.5.133.118 Enhancement Integration Points For Integration Point transfers between different Relativity instances, the audit level is set to FullAudit for all user types. This setting is used when AllowNoSnapshotImport is set to 0 in the instance settings for the destination.
4/28/2017 9.5.133.118 Enhancement Integration Points In the ECA dashboard, the instance name has been removed from the Workspace column on the Promoted to Review widget.
4/28/2017 9.5.133.118 Enhancement Integration Points On the Destination Information step for exporting to a load file, the naming for Production Precedence has been changed to Image Precedence. In addition, the naming for Image Productions has been changed to Production Precedence.
4/28/2017 9.5.133.118 Enhancement Productions After Relativity is upgraded, all productions with status of staged are reset to the new status. Productions with the status of staging may have an error or not depend on their current step.
4/28/2017 9.5.133.118 Enhancement Unified Experience The user interface includes improvements for displaying the number of connected instances, when creating a workspace from the Workspace Portal.
4/28/2017 9.5.133.118 Enhancement Legal Hold The latest version of Relativity Legal Hold is now available in the Relativity App Library. Starting with this release, you can easily install Legal Hold by simply going to the App Library, selecting the Relativity Legal Hold Application, and installing it to selected workspaces. The Portal must also be installed into a single workspace.
4/28/2017 9.5.133.118 Enhancement Metrics The Application Performance Monitoring (APM) metrics for Processing are disabled and are no longer sent to StatsD. The APM Dashboards for the Processing performance metrics won't be valid.
4/28/2017 9.5.133.118 Enhancement Unified Experience The Workspace Portal now supports viewing workspaces by Relativity Views. Workspaces will be displayed based upon the limits set in the instance setting for the local view.
4/28/2017 9.5.133.118 Enhancement Reviewer Interface You can now use the choice editor functionality from outside of the workspaces.
4/28/2017 9.5.133.118 Resolved Defects Reviewer Interface When you display a document in the new or legacy viewer, and it isn’t supported by the viewer, the error message indicates that you should view the native document itself. You can view the native document by clicking the Native radio button.
4/28/2017 9.5.133.118 Enhancement Data Import Data Grid for Text uses the file system to store text data instead of Elasticsearch.
4/28/2017 9.5.133.118 Resolved Defects Support Tools Text migration no longer collects Application Performance Monitoring (APM) metrics or system usage metrics (SUM).
4/28/2017 9.5.133.118 Enhancement Integration Points The ECA and Investigation RAP installation setting has been modified by deleting the Data Load Date and Data Load Volume fields, and the email identifier.
4/28/2017 9.5.133.118 Enhancement Integration Points The ECA and Investigation configuration has been modified in the ECA template layout as follows:
  • Adjusted all metadata fields to read-only in the Document Information layout and order.
  • Added a category called Grouping to the Document Information layout as a new tab between the File Metadata and Other Metadata, and placed the MD5 Hash and Group Identifier fields on it.
  • Changed the name of the category on the Designation layout from Default Category to ECA and Investigation.
  • Changed the Designation field to a set of radio buttons instead of a drop-down field on the Designation layout and Processing Error Review layout.
  • Changed all fields in Document Information, and Processing Error Review layouts to Yes/No fields, which display as text by selecting radio button rather than a checkbox. These include Delivery Receipt Requested, Read Receipt, Requested, and Email Unread.
  • Changed the name of the layout called Designation to ECA and Investigation.
  • Deleted the Administrator layout.
  • Changed the Documents View order.
4/28/2017 9.5.133.118 Resolved Defects Audit The long-running SQL queries used during Data Grid audit migration have been improved.
4/28/2017 9.5.133.118 Resolved Defects Infrastructure Invariant stores now upgrade properly when Relativity agents and DBUpdater run in parallel.
4/28/2017 9.5.133.118 Enhancement Errors You can now change the layout on Document Level Errors for Processing.
4/28/2017 9.5.133.118 Enhancement Reviewer Interface In very large workspaces, the Mass Save As PDF window now loads correctly. For documents containing large numbers of redactions, the markup pane in the image viewer now loads.
4/28/2017 9.5.133.118 Enhancement Fact Manager Fact Manager now includes these enhancements:
  • Ability to use the date range filters on the inline lists.
  • Ability to obtain a zip file that includes the linked documents used on the outline exported.
  • Improved experience when exporting the outlines to Word since the styling of outlines is now maintained.
  • Outline now can auto-link the documents tied to Fact Manager objects that have been tagged.
  • Ability to navigate between Fact Manager objects by using the list view mode for Relativity's layouts.
  • Ability to attach different type of files using the list view mode on any Fact Manager object type.
4/28/2017 9.5.133.118 Enhancement Integration Points The information about the instance name is added to the summary dialog of the integration point.
4/28/2017 9.5.133.118 Enhancement Data Import Imports into Data Grid now use less memory when running large batches.
4/28/2017 9.5.133.118 Enhancement Data Import Relativity now logs throughout import. Logs are collected for troubleshooting.
4/28/2017 9.5.133.118 Enhancement Data Import Relativity now collects Application Performance Monitoring (APM) metrics around Data Grid import features.
4/28/2017 9.5.133.118 Resolved Defects Structured Analytics A completed repeated content set with a comma or double quotation mark in its name now properly generates a link to View Repeated Content Filter Results.
4/28/2017 9.5.133.118 Resolved Defects Support Tools If Data Grid hasn't yet been installed into a workspace, the text migration agents no longer fail.
4/28/2017 9.5.133.118 Enhancement Unified Experience The user interface for the Workspace Portal has improvements, which include providing the option to change the display orientation for a tile or list view.
4/28/2017 9.5.133.118 Resolved Defects Processing Sets Relativity no longer uses Microsoft Excel to extract or image .csv and .dbf files.
4/28/2017 9.5.133.118 Resolved Defects New UI Framework You can now click Save & Search for a saved search when the associated search term report has an apostrophe in the its name.
4/28/2017 9.5.133.118 Resolved Defects Processing Sets When you previously attempted to process post - 2007 Excel files that were very large, dtSearch failed while trying to extract the metadata from the documents. Now, the metadata is first written to a temporary file rather than handling it in memory. If the search fails, the data can be read from the temporary file.
4/28/2017 9.5.133.118 Resolved Defects Audit When an audit is very large, Data Grid for Audit stores it on disk. These audits are now collected with ARM.
4/28/2017 9.5.133.118 Enhancement Dashboards The Count of Document Type widget was removed from the General Dashboard.
4/28/2017 9.5.133.118 Resolved Defects Imaging Relativity can now handle imaging an email file with a large header, such as one having a long list of recipients.
4/28/2017 9.5.133.118 Enhancement Support Tools Application Performance Monitoring (APM) metrics now monitors the health and performance of Data Grid features.
3/29/2017 9.5.133.118 Resolved Defects Relativity Desktop Client In the RDC, export now uses two parallel threads, so it runs twice as fast.
4/28/2017 9.5.133.118 Enhancement Batching For batch sets, a checkbox has been added that you can use to turn on or off the conversion of documents at batch creation. An instance setting controls the default value of the checkbox. For new installations, the checkbox defaults to selected. However, the instance setting can be modified for large clients, so that it defaults to cleared.
4/28/2017 9.5.133.118 Enhancement Structured Analytics During ingestion and export, the failure to obtain extracted text from DataGrid within the Analytics connectors no longer results in a failed Structured Analytics job. These failures are now reported as document level errors, so the job can continue.
4/28/2017 9.5.133.118 Resolved Defects New UI Framework In the new UI framework, file field links now work properly.
4/28/2017 9.5.133.118 Resolved Defects Structured Analytics Completed email threading jobs now properly display the status in the view page. They also generate an Email Threading Summary report, when the server locale is set to a locale, which uses a different number format than English US. For example, it may have the locale set to German.
4/28/2017 9.5.133.118 Enhancement Integration Points Documents transferred between source and destination workspaces using Integration Points are now tagged. The instance name is added to the Source Case object and Destination Case object. Documents in the destination instance are tagged with the value of the FriendlyInstanceName instance settings defined in the source instance. If documents are promoted within the same instance, they are tagged with "This Instance" as instance name.
4/28/2017 9.5.133.118 Enhancement Integration Points On the setup page of Integration Points, the new Include in ECA Promote List option indicates whether the integration point should be visible on the Promote button on ECA dashboard. Now, only integration points with Include in ECA Promote List set to Yes are visible and available for promoting directly from the ECA dashboard.
4/28/2017 9.5.133.118 Resolved Defects Search If you previously used curly quotation marks in a long text field CONTAINS filter, Relativity searched for the quotation mark itself instead of grouping terms together. Now, if you perform this type of search, Relativity groups the terms together. This update changes the search results for any affected saved search or view.
4/28/2017 9.5.133.118 Enhancement Structured Analytics Structured Analytics now reports usage metrics. These metrics include counts for full and incremental analyses, selected operation types, and other structured analytics configuration parameters.
4/28/2017 9.5.133.118 Enhancement Integration Points Field types are now visible during the mapping step for import, such as FTP, LDP, and load files. In addition, they are visible for export to Relativity providers, except for export to a load file. The FieldEntry class has the new property, which gets or sets Relativity field type. This class is available in the kCura.IntegrationPoints.Contracts.Models namespace.
4/28/2017 9.5.133.118 Enhancement Productions When you import productions through the API, RDC, or WebImport, the production information fields are set correctly.
4/28/2017 9.5.133.118 Enhancement Support Tools When an unexpected error occurs during text migration, the Text Migration agents no longer turn themselves off. Instead, they wait for the error scenario to pass and then resume working. When they encounter an error, it is logged with Relativity.Logging.
4/28/2017 9.5.133.118 Resolved Defects New UI Framework In the Preview Security feature, the Exit Preview button now correctly closes the window in the new UI framework.
4/28/2017 9.5.133.118 Enhancement Extensibility Points Dashboard instances can now be included with an ADS application.
4/28/2017 9.5.133.118 Enhancement File Transfer App You can now view the progress for transfers running on other machines.
4/28/2017 9.5.133.118 Resolved Defects New UI Framework The Keyword Search Manager, dtSearch Manager, DataGrid Search Manager, and Analytics Search Manager services now support copying a saved search through the Relativity Services and REST APIs.
4/28/2017 9.5.133.118 Enhancement Searching The following services can now move saved searches to a new destination while reporting progress through the Relativity Services and REST APIs:
  • Analytics Search Manager service
  • DataGrid Search Manager service
  • dtSearch Manager service
  • Keyword Search Manager service
In addition, the Search Container Manager service can now move a search container to a new destination while reporting progress through the Relativity Services and REST APIs.
4/28/2017 9.5.133.118 Resolved Defects Processing Sets The issue with square characters in Arabic text is resolved.
4/28/2017 9.5.133.118 Enhancement Infrastructure In the layout for the worker manager server, the URL field has been renamed to Server Name. This change accommodates multiple communication protocols and simplifies the configuration of the worker manager server.
4/28/2017 9.5.133.118 Enhancement New UI Framework During a folder move, the progress bar now displays the time lapsed, the time remaining, and the percentage completed.
4/28/2017 9.5.133.118 Enhancement Structured Analytics Structured Analytics now assigns document choices to the results of an analysis. With these choices, you can use the field tree to select documents included in a Structured Analytics Set. The choices are created and then assigned to documents, which were excluded from the set due to a document or task level error during analysis.
4/28/2017 9.5.133.118 Enhancement File Transfer App You can now create new folders on the remote files share from the upload destination folder picker. You can right-click in the folder tree view for the upload destination folder to display the option for creating a folder. You can’t create folders directly off the root, and you can create hidden folders by prefixing the folder name with a period.
4/28/2017 9.5.133.118 Enhancement Agents The Case Statistics Manager no longer compresses and sends the case and user rollup files, which were produced during the off-hour agent runs. These files are sent as a metric back to kCura through the Telemetry application.
4/28/2017 9.5.133.118 Resolved Defects Extensibility Points Integrated credentials for the service proxy now correctly authenticate through Relativity Rest API endpoints for Windows accounts that aren't mapped to the Relativity service account.
4/28/2017 9.5.133.118 Enhancement Document Browsers You can use the new Refresh button in the Cluster browser to manually reload the clusters.
4/28/2017 9.5.133.118 Enhancement Integration Points You can now change load file field names on export.
4/28/2017 9.5.133.118 Enhancement New UI Framework When you drag and drop folders under different parent folders in the saved search browser, Relativity displays the tree as grayed to prevent you from clicking on another folder before the initial folder move is completed.
4/28/2017 9.5.133.118 Enhancement Structured Analytics In email threading, you are no longer required to have a separate saved search to identify parent emails. The optional GroupID field mapping on the Analytics profile has been removed, but the ParentID field mapping is now required.
4/28/2017 9.5.133.118 Resolved Defects Imaging The issues caused by the anti-virus software are resolved and imaging now works successfully.
4/28/2017 9.5.133.118 Resolved Defects Review Manager The caching issues on reports are resolved.
4/28/2017 9.5.133.118 Enhancement Audit For Data Grid for Audit, the application manages the migration queues where batches are locked to a deleted Audit Migrator or Audit Deleter agent.
4/28/2017 9.5.133.118 Resolved Defects Authentication When using the AuthToken login method, you now correctly see the reset password link and can change your password.
4/28/2017 9.5.133.118 Resolved Defects Reviewer Interface If the Data Grid port or service is unavailable, the following error message appears: “An error has occurred while trying to view this document. Contact your system administrator to resolve this issue." This update applies only the HTML 5 long text viewer, but not the ActiveX viewer.
4/28/2017 9.5.133.118 Resolved Defects Processing Profile The Thai language has been removed from the OCR languages list on the processing and OCR profiles appearing in Relativity, and on the Relativity Processing Console (RPC).
4/28/2017 9.5.133.118 Resolved Defects Search Term Reports An exported PDF of a search terms report now correctly renders Mandarin characters.
3/29/2017 1.1.0 Resolved Defects Mobile If the ExplicitBrowserWhitelist instance setting allows Relativity web access from mobile browsers, an authentication request is displayed over the document viewer. We now guard against this configuration.
3/29/2017 1.1.0 Resolved Defects Mobile Previously, accessing DataGrid Saved Search types from the mobile device resulted in an error message. This issue has been resolved.
3/29/2017 1.1.0 Resolved Defects Mobile The app previously allowed sorting on document list columns where that capability was not possible (e.g. reflective fields), causing an error to be displayed. These types of columns now have their sort capability disabled.
3/29/2017 1.1.0 Resolved Defects Mobile The 'Save' button on the Coding pane remains enabled if the user moves to the next document without saving changes. The button now is disabled if the user moves off the current document without saving.
3/29/2017 9.5.89.76 Enhancement All Products The Oracle Critical Security Patch Update for January 2017 was applied for the March 9.5 release.
8/31/2016 9.4.284.1 Enhancement Analytics The ContentAnalystShowIntegratedDtSearch and ContentAnalystShowIdentifySimilarDocuments instance settings have been deprecated.
3/10/2017 1.0.1 Resolved Defects Mobile

Retiring and then restoring a device in MobileIron's portal may cause the application to fail passcode authentication. A fix for this issue is in development.

3/10/2017 1.0.1 Resolved Defects Mobile Deleting the MobileIron application from the device while Relativity is open may cause the Relativity mobile app to behave erratically. A fix for this issue is in development. Workaround: hard close the Relativity application after MobileIron is deleted.
3/10/2017 1.0.1 Resolved Defects Mobile Swiping the coding pane to close it leaves the left navigation bar hidden. A fix for this issue is in development. Workaround: return to the document list an then select a document. Only use the 'coding' button to dismiss the coding pane.
3/10/2017 1.0.1 Resolved Defects Mobile The Save button is not enabled if any documents have unset required fields. A fix for this issue is in development.
3/10/2017 1.0.1 Resolved Defects Mobile When displaying a document in the Image Viewer, rotating from Portrait to Landscape mode and then swiping to move to another page may cause the application to fail. A fix for this issue is in development.
2/22/2017 9.5.69.85 Resolved Defects Processing Sets Visio files were previously failing to create an instance when publishing documents. This issue caused threads to remain open for long periods of time and created an error. The implicit pointers are now explicitly closed in order to keep these threads from being locked. This update also has the benefit of speeding up publishing.
2/22/2017 9.5.69.85 Resolved Defects Metrics Relativity now specifies the culture for the conversion of the DateTime type, so parsing works correctly regardless of the region. This resolution removes the access error that occurred due to the issue with the DateTime type and the culture in the Telemetry application.
2/22/2017 9.5.69.85 Resolved Defects Extensibility Points The defect in the Relativity Services API that prevented the creation of documents has been revolved.
2/22/2017 9.5.69.85 Resolved Defects Data Import Importing into Data Grid now batches data based on the overall size of SQL fields and Data Grid enabled fields. The import is performed through the Relativity Import API, which is used by the Relativity Desktop Client and the Processing application. This process reduces memory footprint of WebAPI on the web server used for importing.
2/22/2017 9.5.69.85 Resolved Defects New UI Framework When returning to a saved search, you now return to last viewed document.
2/22/2017 9.5.69.85 Resolved Defects Processing Sets dtSearch no longer duplicates header data in each row when extracting text from CSV files.
2/22/2017 9.5.69.85 Resolved Defects Processing Sets Relativity Processing now consistently populates the Track Changes field for .docx files.
2/22/2017 9.5.69.85 Enhancement Search Data Grid can now invalidate search results that become out of date when running Elasticsearch 5.x.
2/22/2017 9.5.69.85 Resolved Defects Reviewer Interface You can update a new optional instance setting when FileIO errors occur while viewing documents:
  • Name: DocumentViewerSleepTime
  • Section: Relativity.Core
  • Value: 500ms (This values uses and Int (32-bit) to store the amount of time in milliseconds.)
2/22/2017 9.5.69.85 Resolved Defects New UI Framework In the new UI framework, when you try to delete the search term results, an error is no longer thrown and the records are deleted successfully.
2/22/2017 9.5.69.85 Resolved Defects Conversion The native imaging issues with .wpd, .odt, and some .rtf files have been resolved. Issues with .wps and .rtf files with modified password protection are to be resolved in the future.
2/22/2017 9.5.69.85 Resolved Defects Structured Analytics The import phase for a structured analytics set no longer fails to automatically retry the import of Analytics results into the Document table. This retry logic was added to avoid failing an structured analytics set job due to a temporarily locked Document table.
2/22/2017 9.5.69.85 Enhancement ADS The new AllowADSToShrinkFieldLength instance setting alters default behavior for incoming RAP files. They no longer shrink fields on import. The default value is false. If you set this value to true, ADS is reverted to the legacy behavior. Prior to this update, ADS forced any fields contained in an incoming RAP have a MaxLength equivalent to the RAP's definition. Consequently, an application could be unlocked, and a field increased to longer than a RAP file defined. When this application was upgraded, ADS would shrink the field. If a user loaded data into the field that was longer than the RAP's definition, an error occurred during import.
2/22/2017 9.5.69.85 Resolved Defects New UI Framework A saved search now returns the correct set of results, when relational items are included in it and additional filtering conditions which contradict the saved search criteria are applied via the filter browser or Pivot. For example, you have a saved search that pulls all documents with an extension of .doc, and then include relational items that don't have this extension. Those relational items are no longer counted in the number of documents.
2/22/2017 9.5.69.85 Resolved Defects New UI Framework In the new UI framework, when you attempt to mass delete search term results, agents, Analytics indexes, and choices, an error is no longer thrown and the records are deleted successfully.
2/22/2017 9.5.69.85 Resolved Defects Data Import Data Grid ingestion renews leases in the service bus to lessen the affects of the ingestion work timing out and being retried after verification has succeeded. This process removes most of the false errors that indicate files can't be found in the virtual file system.
2/22/2017 9.5.69.85 Enhancement Applications The Recipient Domains (BCC) field was removed from the RAP file for ECA and Investigation. The Extracted Text Size in KB, a decimal field, was added to the RAP file for ECA and Investigation.
2/22/2017 9.5.69.85 Enhancement Extensibility Points The Statistic event handlers that run at the end of the off-hour Case Statistics Manager Agent no longer execute, so they don't pull usage metrics for applications.
2/22/2017 9.5.69.85 Resolved Defects Applications The sizes of the Control Number Beg Attach and Control Number End Attach fields have been increased to 255 chars.
2/22/2017 9.5.69.85 Resolved Defects RDO Framework When you attempted to use Add/Remove Groups on a secured object during some workflows, certain groups didn’t appear. The query for this purpose has been updated to handle these cases.
2/22/2017 9.5.69.85 Enhancement Infrastructure Relativity Collection now fully supports Transport Layer Security (TLS) 1.2.
2/22/2017 9.5.69.85 Enhancement Data Import Importing documents now produces document level errors, when the import system is temporarily overloaded. These errors can be retried.
2/22/2017 9.5.69.85 Enhancement Data Import The Data Grid worker agent now uses a lockout period with a duration of 1 minute instead of 15 minutes.
2/22/2017 9.5.69.85 Enhancement Data Import The Application Performance Monitoring (APM) tool has the following new metrics:
  • DataGrid.Ingestion.API.VfsRejections - the counter for import errors due to a VFS failure.
  • DataGrid.Ingestion.API.ServiceBusRejections - the counter for import errors due to a service bus failure, such as Azure throttling.
Both metrics are part of the DataGrid.Ingestion category.
2/22/2017 9.5.69.85 Resolved Defects New UI Framework In the new UI framework, the item list can handle fields with a single quotation and a backslash in their names.
2/22/2017 9.5.69.85 Resolved Defects New UI Framework Users can now edit field in a Pivot widget without deleting the first filter card.
2/22/2017 9.5.69.85 Enhancement Integration Points Relativity Integration Points now has a new option for Overwrite mode called Move Existing Documents. You can use this option when promoting documents to another workspace. When you select Yes, the existing documents are moved into the folders provided in the Folder Path Information field. If the Folder Path Information field contains an identical folder structure for existing documents in the destination workspace, those documents won’t be moved. Instead, they are overlaid with the with new information. When you select No, the application doesn’t re-folder existing documents.
2/22/2017 9.5.69.85 Resolved Defects Processing Sets Processing and native imaging workers now appropriately suppress pop-up windows when a Microsoft Office application isn't the default application on a worker. The job can continue without manual intervention.
2/22/2017 9.5.69.85 Enhancement Dashboards The following views have been removed from the RAP file for ECA and Investigation:
  • Admin View
  • All Documents
  • Email Conversation Thread
  • Inclusive Emails
  • Logical Path vs. Virtual Path
  • Processing Duplicate Workflow
  • Search Term Hits
2/22/2017 9.5.69.85 Enhancement Dashboards In ECA and Investigation, the Processing Error Handling view has been renamed to Processing Errors, and the Pushed Documents view has been renamed Promoted Documents.
2/22/2017 9.5.69.85 Enhancement Dashboards The RAP file for ECA and Investigation now sets the Document List dashboard as a parent tab of the Documents tab.
2/22/2017 9.5.69.85 Enhancement New UI Framework When the maximum number of widgets have been added to a dashboard, the Add Widget button is grayed out. This feature adds a tooltip that appears when you hover over the grayed out button. It indicates why you can't add another widget. The setting for the MaxNumberofWidgets now includes cluster widgets in addition to Pivot widgets.
2/22/2017 9.5.69.85 Enhancement All Products You can now control the vertical space between lines of text in your document. You can select the text and choose a line spacing setting from the line-spacing drop down menu. Supported settings for line spacing include 1, 1.5, 2, 2.5, or 3. When you copy and paste from Microsoft Word, the line spacing is now preserved.
2/22/2017 9.5.69.85 Enhancement Integration Points You now have the option of promoting documents to a workspace located in another federated instance. You can configure the new Relativity Instance field on the Connect to Source layout of an integration point that you're creating. To do this, you need to generate the necessary credentials in the Authentication/OAut2 Client section of the destination instance. You can then enter the credentials to authenticate that instance on the integration point.
2/22/2017 9.5.69.85 Enhancement Authentication The command line import tool for the Relativity Desktop Client now supports authentication via OAuth2 client credentials.
2/22/2017 9.5.69.85 Resolved Defects Authentication The SupportLinkHref instance setting and related artifacts are deprecated. They have been removed from the code
2/22/2017 9.5.69.85 Resolved Defects Admin Operations Imaging profiles are now granted the appropriate permissions, which resolves the issues that occurred with copy permissions inside of a workspace.
2/22/2017 9.5.69.85 Resolved Defects Integration Points When previewing a load file import with extracted text, you can now view the actual contents of the extracted text file.
2/22/2017 9.5.69.85 Enhancement Reviewer Interface If a user imports documents to a folder that isn't specified in the credential object, then the files can't be converted. To prevent this issue from occurring, the Import as file pointers option is now hidden in the Relativity Desktop Client.
2/22/2017 9.5.69.85 Enhancement Web Import/Export The use of processing source locations has been removed. During a load file import, users can browse for any load files in the data transfer location of the workspace.
2/22/2017 9.5.69.85 Enhancement Search The APM tool has the following new metrics:
  • DataGrid.Search.Execution.Time - the time spent executing a Lucene Search query.
  • DataGrid.Search.Exception.Count - the count of exceptions that occurred during a Lucene Search query.
  • DataGrid.Search.Result.Document.Count - the count of documents returned by a Lucene Search query.
For system usage metrics (SUM), the following metric has been added:
  • DataGrid.Search.Execution.Count - the count of Lucene Search queries.
Both sets of metrics are part of the DataGrid.Search category.
2/22/2017 9.5.69.85 Resolved Defects Item List On the list page, the Export to List feature now escapes the Excel cell macro syntax by default.
2/22/2017 9.5.69.85 Resolved Defects Processing Sets Microsoft Word documents can now be imaged and their text extracted.
2/22/2017 9.5.69.85 Enhancement Structured Analytics During the execution of a structured analytics set, the document level errors that occur are now recorded and the documents are automatically excluded from the set. This update allows the operation to finish with a Completed with Errors status. The errored documents are tagged with a value of Excluded on a new document choice field named Structured Analytics Sets. You can access these documents and those tagged as Included from the document field tree browser. For additional information about the errored documents, you can click the Show Document Errors link in the Structured Analytics Set console.
2/22/2017 9.5.69.85 Enhancement Structured Analytics The Relativity Analytics application installation no longer creates whitelist categories for required Telemetry Structured Analytics billing metrics. These metrics are now submitted regardless of the whitelist configuration.
2/22/2017 9.5.69.85 Enhancement New UI Framework The Folder Manager service now supports the ability to move a folder to a new destination while reporting progress through the Relativity Services and REST APIs.
2/22/2017 9.5.69.85 Resolved Defects Data View Data Grid for Text no longer allows a user to create a field, which would have deleted data pre-populated as a result of a naming collision.
2/22/2017 9.5.69.85 Resolved Defects Document Browsers When the user drags and drops folders under different parent folders, the system now keeps the tree grayed out. This functionality removes the ability for the user to click on other folders before the initial folder move is complete, which resolves the initial issue.
2/22/2017 9.5.69.85 Enhancement New UI Framework In the classic UI framework, the document list now has a selected row state, which is useful for putting focus on a single row.
2/22/2017 9.5.69.85 Enhancement Assisted Review (RAR) Microsoft DTC is no longer required by the Assisted Review application.
2/22/2017 9.5.69.85 Enhancement Conceptual Analytics Conceptual Analytics APIs have been moved into the Analytics Core application.
2/22/2017 9.5.69.85 Enhancement Conceptual Analytics Conceptual Analytics agents have been moved into the Analytics Core application.
2/22/2017 9.5.69.85 Resolved Defects Imaging Relativity now properly images embedded images in emails with RTF-encapsulated HTML.
2/22/2017 9.5.69.85 Enhancement Infrastructure The new Structured Analytics API includes functionality for automating a full or incremental analysis of a structured analytics set, checking the status of the analysis, retrieving document and other errors, and performing additional tasks. It exposes multiple methods for this functionality through .NET. In addition, the Structured Analytics API exposes endpoints through REST, which support similar functionality.
2/22/2017 9.5.69.85 Resolved Defects Search The dtSearch Index worker no longer experiences excessively short timeouts lasting sub-seconds.
2/22/2017 9.5.69.85 Resolved Defects Processing Sets In the Processing application custom pages, the queries weren't previously using the long running query timeout instance setting. If a query took more than 30 seconds due to a large amount of date, it would time out. The long running query timeout instance setting is now included on all of these SQL queries so you can customize it to your environment.
2/22/2017 9.5.69.85 Enhancement Resource Servers For the deprecation of EDDSResource database, the eddsdbo user no longer has permissions to create tables on this database.
2/22/2017 9.5.69.85 Resolved Defects New UI Framework In the new UI framework, IE no longer has a memory leak.
2/22/2017 9.5.69.85 Resolved Defects Dashboards After upgrading the ECA and Investigation application, the ECA Dashboard tab remains as the default tab.
2/22/2017 9.5.69.85 Enhancement Support Tools The Set Extracted Text Size application has been renamed to Set Long Text Field Size. It also includes an new input field called Long Text Field.
2/22/2017 9.5.69.85 Enhancement Audit The Data Grid Audit UI now shows Field Name, Old Value, and New Value in the results pane.
2/22/2017 9.5.69.85 Resolved Defects Reviewer Interface When you save an image as a PDF, the resulting PDF file is expected to be slightly larger than the original document. However, it has a much larger size than expected in certain scenarios, such as when the original images are JPEGs or the pages are being stamped. This issue has been resolved so the resulting PDF no longer balloons in size. However, the resolution doesn't take into consideration scenarios when the PDF is marked as searchable.
2/22/2017 9.5.69.85 Resolved Defects Document Browsers When editing a public saved search in a secured folder, you would previously receive an error about editing another user's private search. You can now edit a public saved search in a secured folder without any errors occurring.
2/22/2017 9.5.69.85 Resolved Defects Processing Sets Relativity Processing now correctly generates text extraction errors for duplicate documents.
2/22/2017 9.5.69.85 Resolved Defects Searching You previously weren't able to view the right-click menu in the saved search browser if you had the following combination of security permissions: View, Edit, Add, and Edit Security. Now, each item in the right-click menu appears if you have the appropriate permission for every possible combination of security permissions.
2/22/2017 9.5.69.85 Resolved Defects Searching The logic for Keyword Search Provider output has been updated to remove additional characters and correctly parses the search query.
2/22/2017 9.5.69.85 Resolved Defects Conceptual Analytics Users are no longer logged out of Relativity when executing a right-click concept search from the viewer that returns no results.
2/22/2017 9.5.69.85 Resolved Defects Conceptual Analytics An error is no longer thrown when creating a custom Categorization Set layout without the Categories and Examples Source field.
2/22/2017 9.5.69.85 Resolved Defects Searching The user can now save a search that sorts on the File Icon field in the classic UI framework.
2/22/2017 9.5.69.85 Enhancement New UI Framework In the new UI framework, when a user navigates back to the document list from the document viewer, the list persists the document that user was currently viewing and doesn't return to the beginning of the list.
1/25/2017 4.3.57.10 Resolved Defects Legal Hold Relativity Legal Hold has been enhanced to handle tabs seamlessly during upgrade. We now support upgrades from 3.5 and above. Legacy 3.5 tabs are removed during upgrade, and standard tabs are made visible.
1/25/2017 4.3.57.10 Resolved Defects Legal Hold In previous versions of Legal Hold, when users selected a custom communication type, certain communication fields weren't displayed during editing. This issue is now fixed, and the fields display appropriately.
1/25/2017 9.4.398.62 Resolved Defects All Products The HTML editor has been updated so that the copied and pasted lists from Word documents are translated into HTML lists. This update includes bullets, numbered lists, and multiple-level lists.
1/25/2017 9.5.41.87 Enhancement Fact Manager

With a new Outlines tab in Fact Manager, you can now:

  • Draft or copy and paste factual finding, issue summaries, deposition questions, or any case strategy document into a rich text editor.
  • Easily link text to Facts, Issues, People, or any Fact Manager object.
  • Link key documents to your Outline.
  • Export your Outline as a Microsoft Word file.
1/25/2017 9.5.41.87 Resolved Defects Conceptual Analytics Conceptual and Structured Analytics connectors no longer fail when they attempt to read data that doesn’t exist or is invalid in Data Grid.
1/25/2017 9.5.41.87 Enhancement Web Import/Export You can now import production and image load files through Integration Points using import configuration settings like those found in the Relativity Desktop Client (RDC). The Import Detail fields on the Connect to Source layout have been changed to be more intuitive. Specifically, the Processing Source and Load Data From fields are now called Import Location and Import Source, respectively. This release doesn't include the ability to download a file containing error lines after running a document load file import. This feature is available in the RDC, and we will be adding it for the web import in a future release.
1/25/2017 9.5.41.87 Resolved Defects Agents The File Deletion Manager now properly handles connections for long running deletions.
1/25/2017 9.5.41.87 Resolved Defects Conceptual Analytics During the population phase of Conceptual Analytics, errors thrown from the connectors are now displayed to the user instead of causing the job to hang indefinitely.
1/25/2017 9.5.41.87 Resolved Defects Extensibility Points Field collation query has been optimized to improve performance on larger workspaces.
1/25/2017 9.5.41.87 Resolved Defects Reviewer Interface A new instance setting restricts the number of images that appear in the Image Viewer. This setting isn’t added by default. We recommend updating this setting if you encounter problems when converting many images.
1/25/2017 9.5.41.87 Resolved Defects Reviewer Interface The native document viewer now converts documents that are password protected and were imported through Relativity Processing.
1/25/2017 9.5.41.87 Resolved Defects Authentication The session end and logout events now have additional logging to help facilitate troubleshooting issues.
1/25/2017 9.5.41.87 Enhancement Search Relativity 9.5 requires existing Data Grid clients to upgrade Data Grid to v2.3.3.58 or higher. Lucene search requests now offer substantial performance gains that aren’t backwards compatible with previous versions of Data Grid. For additional information or upgrade assistance, contact Client Services.
1/25/2017 9.5.41.87 Enhancement Integration Points The Use Folder Path Information field is now available for Append/Overlay mode. When promoting documents to another workspace with Append/Overlay mode, you can create folders for new documents and re-folder existing documents in the destination workspace.
1/25/2017 9.5.41.87 Resolved Defects All Products The functionality for creating and updating fields now respects the LongRunningQueryTimeout instance setting, which avoids frequent workspace timeouts.
1/25/2017 9.5.41.87 Enhancement Dashboards In the ECA application, we have renamed "Push" to "Promoted" in all features. For example, "Percentage Pushed to Review" is now named "Percent Promoted to Review" and "Pushed to Review" is now "Promoted to Review."
1/25/2017 9.5.41.87 Enhancement Integration Points The Export Detail / Destination Folder for the exported data and files has been changed. Now, the Destination Folder uses the Default File Repository defined for the workspace and the user can select a subfolder at that location. The Processing Source Location isn’t used anymore.
1/25/2017 9.5.41.87 Resolved Defects Imaging Certain Excel files no longer hang during native imaging when the Auto-fit Columns option isn't selected in Imaging Profile > Formatting.
1/25/2017 9.5.41.87 Resolved Defects Relativity Desktop Client When you used the Relativity Desktop Client to overlay multiple choice fields with the settings selected for merge values, the audits were incorrectly generated and stated that the previously set choices for the field had been unset. Now, the audits are generated showing that they only set new choices when merge values are selected.
1/25/2017 9.5.41.87 Resolved Defects Relativity Desktop Client When you use Relativity Desktop Client or Processing to overlay multiple object fields, the change is now audited. Previously, the change wasn't audited.
1/25/2017 9.5.41.87 Enhancement New UI Framework The Object Query Manager service now supports the ability to query for unique values in fixed-length text fields through the Relativity Services and REST APIs.
1/25/2017 9.5.41.87 Enhancement Sampling Users can now specify different sampling settings per document browser in the new UI framework.
1/25/2017 9.5.41.87 Resolved Defects Assisted Review (RAR) In Assisted Review, overflow errors no longer occur when you view the Control Set Statistics report in workspaces with very large datasets.
1/25/2017 9.5.41.87 Resolved Defects Structured Analytics In Email Thread Visualization, the spinner, displaying "Applying coding highlights," no longer appears while visualization is loading when color coding isn't enabled.
1/25/2017 9.5.41.87 Resolved Defects Infrastructure Relativity now correctly processes OneNote files that caused pop-up windows to display on the worker. This update eliminates the need to manually close the pop-up windows.
1/25/2017 9.5.41.87 Resolved Defects Structured Analytics Editing existing Structured Analytics Sets no longer removes or updates the manually assigned Analytics Server when you perform a save operation.
1/25/2017 9.5.41.87 Resolved Defects Imaging Pop-up windows no longer block the jobs during processing.
1/25/2017 9.5.41.87 Resolved Defects Processing Sets Processing now throws the correct discovery error for Pre-2007 Word files that are password protected.
1/25/2017 9.5.41.87 Resolved Defects Structured Analytics In Email Thread Visualization, the tooltip document type icons now always match the icons used in document email threading display fields.
1/25/2017 9.5.41.87 Resolved Defects Audit In the Data Grid for Audit UI, filtering is now consistent with filtering in other new UI framework pages when you search for an exact phrase.
1/25/2017 9.5.41.87 Enhancement Processing Sets Relativity Processing now supports OST files from Microsoft Office 2013.
1/25/2017 9.5.41.87 Enhancement Structured Analytics Documents that encounter email threading errors from the Analytics engine are now reported in the Show document errors pop-up window. These documents are excluded from email threading jobs only.
1/25/2017 9.5.41.87 Enhancement Structured Analytics Documents that encounter copy errors from the Analytics engine are now reported in the Show document errors pop-up window. These documents are excluded from the current set and all future builds.
1/25/2017 9.5.41.87 Enhancement Structured Analytics Documents that encounter data warning errors from the Analytics engine are now reported in the Show document errors pop-up window. These documents are excluded from the current set and all future builds.
1/25/2017 9.5.41.87 Enhancement Structured Analytics The new Empty and Numbers Only groups are created when a textual near duplicate job runs with the Ignore numbers field set to true.
1/25/2017 9.5.41.87 Enhancement Structured Analytics The Show document errors pop-up window now reports documents that encountered text extraction data type errors from the Analytics engine. The errors are derived from CAAT. These documents are excluded from the current set and all future builds.
1/25/2017 9.5.41.87 Resolved Defects Reviewer Interface The conversion of large number of images now completes successfully.
1/25/2017 9.5.41.87 Resolved Defects Reviewer Interface In Chrome, when the coding panel is undocked, changes are made, and the panel is redocked, Relativity now correctly indicates to the user that changes have been made and saved.
1/25/2017 9.5.41.87 Resolved Defects Processing Sets Relativity now has improved SQL queries for workspaces with a high ratio of documents to processing resources. These queries improve publishing with deduplication.
1/25/2017 9.5.41.87 Enhancement New UI Framework You can now view the current search path in order determine exactly where the saved search is located in a catalog tree.
1/25/2017 9.5.41.87 Enhancement Structured Analytics Documents with extracted text greater than 30 MB are automatically excluded from being sent to the Analytics engine. These excluded documents appear in the Show document errors pop-up window.
1/25/2017 9.5.41.87 Resolved Defects Infrastructure The Processing Set Manager agent no longer experiences intermittent agent deadlock when you retry discovery errors.
1/25/2017 9.5.41.87 Enhancement Batching When a batch set is created, documents are automatically submitted for conversion.
1/25/2017 9.5.41.87 Enhancement Data Grid The Ingestion Management tab is an admin tab located under the Data Grid parent tab. This tab lists all ingestion steps, the number of permanent failures encountered, and provides buttons for canceling or retrying those failures. This tab was inactive when introduced in Relativity 9.4.378.21. Full functionality is now available in Relativity 9.5.
1/25/2017 9.5.41.87 Resolved Defects Structured Analytics The Language ID report no longer fails when the results don't contain a secondary language.
1/25/2017 9.5.41.87 Resolved Defects Imaging To improve performance, Relativity now natively images documents with multiple page in split up jobs.
1/25/2017 9.5.41.87 Resolved Defects Imaging Relativity now correctly displays attachments for appointment emails or calendar invitations in extracted text and native imaging.
1/25/2017 9.5.41.87 Resolved Defects Conceptual Analytics The population of choices on the Analytics Index Document field is now more resilient in large workspaces.
1/25/2017 9.5.41.87 Enhancement Data Grid When text is imported into Data Grid enabled fields, Data Grid ingestion is used instead of writing directly to ElasticSearch.
1/25/2017 9.5.41.87 Resolved Defects New UI Framework The new UI framework now supports the Show Current Path icon.
1/25/2017 9.5.41.87 Resolved Defects Structured Analytics Relativity now calculates the extracted text size. All documents with greater than 30 MB of text are suppressed from being sent to the Analytics engine.
1/25/2017 9.5.41.87 Resolved Defects Structured Analytics When you run a Structured Analytics Set, corrupt documents are reported as document level errors and excluded from the set.
1/25/2017 9.5.41.87 Enhancement All Products In the new UI framework, a user can perform a quick search on a saved search name with match-as-you-type functionality.
1/30/2015 1.0.81.9 Enhancement Integration Points A built in integration to LDAP-enabled data sources allows for filtered imports from multiple HR servers.
1/30/2015 1.0.81.9 Enhancement Integration Points An Integration Points wizard guides users into setting up new integrations step-by-step.
1/30/2015 1.0.81.9 Enhancement Integration Points Advanced scheduling options let users queue up imports for daily, weekly, or monthly syncs from a data source.
1/30/2015 1.0.81.9 Enhancement Integration Points Developers can plug custom ADS applications into Relativity Integration Points to allow imports from third party software into Relativity objects.
2/25/2015 1.0.106.1 Resolved Defects Integration Points The Destination RDO drop down now hides objects in which the user does not have the “Add” permission.
2/25/2015 1.0.106.1 Enhancement Integration Points The “First Name” and “Last Name” fields are now required for mapping on the Custodian object.
2/25/2015 1.0.106.1 Enhancement Integration Points The Scheduled Runtime value of an Integration Point now supports 12-hour format instead of 24 hour.
2/25/2015 1.0.106.1 Enhancement Integration Points New buttons on Step 3 of the setup wizard allow mapped fields to be moved to the top or bottom of the list.
2/25/2015 1.0.106.1 Enhancement Integration Points The LDAP “manager” field is now correctly imported when it contains a reference to another LDAP item. The new yes/no field, “Custodian Manager Contains Link,” controls whether the system should expect a linked value in the manager field from LDAP.
2/25/2015 1.0.106.1 Enhancement Integration Points A new “Import Now” button allows Integration Points to be immediately run.
2/25/2015 1.0.106.1 Enhancement Integration Points When hovering over a mapped field on Step 3 of the setup process, both that field and the corresponding mapped field are underlined.
2/25/2015 1.0.106.1 Enhancement Integration Points The source connection information of an Integration Point is now encrypted.
2/25/2015 1.0.106.1 Enhancement Integration Points A “Cancel” button in the setup wizard now allows users to cancel the creation or edit of an Integration Point.
2/25/2015 1.0.106.1 Enhancement Integration Points The Scheduled Runtime value of an Integration Point can now be entered in the timezone local to person creating it.
4/20/2015 1.1.77.3 Resolved Defects Integration Points When a scheduled integration point is edited to have a start date in the past, Integration Points now correctly prevents the job from running in the future.
4/20/2015 1.1.77.3 Resolved Defects Integration Points Integration Points now correctly imports custodian managers when an LDAP filter excludes a manager but includes one of the manager’s employees.
4/20/2015 1.1.77.3 Enhancement Integration Points The new Email Notification Recipients field option allows system admins to specify email addresses that receive notifications when an integration point job fails or completes.
4/20/2015 1.1.77.3 Enhancement Integration Points The new Job History tab logs every integration point import and related import statistics.
4/20/2015 1.1.77.3 Enhancement Integration Points The new Log Errors option controls the ability to capture item-level import errors when a job runs, and then display errors on the Job History tab.
4/20/2015 1.1.77.3 Enhancement Integration Points The new setup option called Import Native Files allows users to select a field on the source provider, which contains UNC-path links to native files for import to the Document object.
4/20/2015 1.1.77.3 Enhancement Integration Points The details view of an integration point now displays the scheduling information and source connection parameters.
4/20/2015 1.1.77.3 Enhancement Integration Points When a custom source provider is uninstalled from a workspace, Relativity deletes all associated integration points and queued jobs.
4/20/2015 1.1.77.3 Enhancement Integration Points The Allow Import workspace permission now successfully controls which non-system admin users can create new integration points.
5/15/2015 1.1.100.3 Enhancement Integration Points Integration Points is now compatible with Relativity 9.2.
11/6/2015 1.2.171.3 Enhancement Integration Points The Integration Points WebAPI value no longer requires Windows authentication.
11/6/2015 1.2.171.3 Enhancement Integration Points Integration Points is now compatible with Relativity 9.3.
2/29/2016 1.2.282.2 Resolved Defects Integration Points Imported RDO’s are now linked to the proper parent field when a parent field is selected on step 3 of setup.
12/21/2016 9.4.398.62 Resolved Defects Processing During aborted operations, the limiting of OCR threads has been made more reliable.
12/21/2016 9.4.398.62 Resolved Defects Analytics The error message has been updated with appropriate information when attempting to delete an Analytics index that is referenced by an existing cluster.
12/21/2016 9.4.398.62 Resolved Defects ECA and Investigation In the ECA and Investigations application, the Author field length has been increased from the default value of 50 to 255 characters.
12/21/2016 9.4.398.62 Resolved Defects Analytics When certain Analytics operations are performed, a security check may mistakenly be triggered. This check occurs when determining how to connect to the database and results in a permissions error. This specific issue has been fixed.
12/21/2016 9.4.398.62 Enhancement Processing User authentication has been added to the Relativity Processing Console providing additional security.
12/21/2016 9.4.398.62 Enhancement Processing Invariant store databases are now upgraded with the Workspace Upgrade Worker agents. This process provides faster upgrades because multiple agents can upgrade different databases simultaneously.
12/21/2016 9.4.398.62 Resolved Defects Processing Relativity Processing no longer fails on installation or upgrade in the case of deleted Invariant store databases.
12/21/2016 9.4.398.62 Resolved Defects Developer Platform When Service Host doesn't run, the user now has limited access to Relativity. In the User drop-down list box, an alert notifies the user that the Home menu can't load and instructs the user to contact the system admin.
12/21/2016 9.4.398.62 Resolved Defects Review Previously, the Conversion API would lose its ability to log Relativity errors several hours after start up. When document conversion failed, the Document Viewer displayed an error page that said: "Cache Entry location is unreachable or does not exist." Instead, it should have displayed a message with a link to the correct error in the Errors tab. This issue is resolved so the Conversion API no longer loses its ability to log Relativity errors, and users see the error message saying "Cache Entry location is unreachable" in the appropriate situations.
12/21/2016 9.4.398.62 Resolved Defects Processing During processing and imaging, Relativity now accounts for emails with HTML bodies that don't contain lowercase header tags.
12/21/2016 9.4.398.62 Resolved Defects Data Grid The defect introduced with enhancements to the Data Grid search provider, which prevented the use of double quotation marks (") within a Search field condition used to define a phrase in a Lucene query, has been fixed.
12/21/2016 9.4.398.62 Enhancement Processing The processing profile now includes the option to propagate the custodian metadata fields to the child documents.
12/21/2016 9.4.398.62 Resolved Defects Environment Administration & Operations The Billing Statistics - Application script now runs with the proper inputs. The following inputs have been replaced:
  • 'UsagePeriodYear' has been updated to 'UsagePeriodYearParam'
  • 'UsagePeriodMonth' has been updated to 'UsagePeriodMonthParam'
12/21/2016 9.4.398.62 Resolved Defects Data Grid The defect related to the execution of saved searches that contained a Lucene search field condition that utilized an asterisk (*) or exclamation point (!) within the Lucene query is resolved. This issue caused the results of the search to be incorrect due because asterisk (*) and exclamation point (!) characters were removed from the Lucene query during the execution of the condition in saved search.
12/21/2016 9.4.398.62 Resolved Defects Installation & Deployment Workspaces flagged to be deleted won't be displayed in the list of workspaces where an application is installed.
12/21/2016 9.4.398.62 Enhancement Analytics When a Structured Analytics Set is run, the following fields are pivot and group-enabled by default:
  • Email Duplicate Spare
  • Inclusive Email
  • Inclusive Reason
  • Email Action
  • Textual Near Duplicate Principal
  • Textual Near Duplicate Similarity
  • Indentation
12/21/2016 9.4.398.62 Resolved Defects Analytics When Categorization Set is copied, the Categorization Status and Synchronization Status fields were copied over to the newly-created object. Values specific to the original set are no longer copied.
12/21/2016 9.4.398.62 Enhancement Review There is a performance improvement of 25% when imaging in RelativityOne environment and an overall performance improvement of 15%.
12/21/2016 9.4.398.62 Resolved Defects Review The Set Extracted Text Size mass action choice was wrapping just one letter instead of the whole word. This issue is now fixed.
12/21/2016 9.4.398.62 Enhancement Data Transfer Auto-mapping between source and destination fields is now available on the third step of Integration Point wizard. It uses simple string matching between the two fields, and also checks the Fields catalog. The field's type isn't validated.
12/21/2016 9.4.398.62 Resolved Defects Review Permissions that allow users to add new STR terms in the STR Modify Terms page are now properly enforced.
12/21/2016 9.4.398.62 Enhancement ECA and Investigation On the ECA Dashboard, a drop-down list box under the Promote button now contains only two types of integration points, which are those for export and transfer to another workspace. It can promote documents to a load file in addition to another workspace. The names on the list contain an appropriate prefix, such as "LoadFile:" or "Workspace:" accordingly.
12/21/2016 9.4.398.62 Resolved Defects Developer Platform Custom pages now check the relative path for default.aspx. This check avoid conflicts with files that users created with the same name.
12/21/2016 9.4.398.62 Enhancement Review Beginning with Relativity 9.4.398.62, users won't be able to create or update Relativity Scripts through the UI by default. To enable this functionality in your environment, set the following instance setting to true:
  • Name - AllowAddOrEditScripts
  • Section - kCura.EDDS.Web
12/21/2016 9.4.398.62 Enhancement Environment Administration & Operations The Case Rollup file now includes the following fields: Matter Name, Matter Artifact ID, Client Name, and Client Artifact ID.
12/21/2016 9.4.398.62 Enhancement Data Transfer Users can now apply the Profile to a newly-created integration point. This functionality is available for any type of import or export integration point on the initial setup page in the Profiles drop-down list box.
12/21/2016 9.4.398.62 Enhancement Data Transfer Users can now save an integration point configuration into the Profile from the integration point summary view. This functionality is available by clicking Save as Profile on the menu bar.
12/21/2016 9.4.398.62 Enhancement Review Users can easily export their entire Dashboard to an Excel workbook, including both Pivot charts and images of cluster visualizations. After the export completes, a mock-up of the Dashboard displays on the Full Dashboard worksheet in the generated Excel file. Users can modify individual Pivot chart data on the corresponding worksheet tab per their needs using Excel's native Chart functionality. The Full Dashboard worksheet charts are automatically updated to illustrate any modified data points. This functionality seamlessly integrates the Dashboard charts with other data that users may want to report on.
12/21/2016 9.4.398.62 Resolved Defects Environment Administration & Operations Groups with the secure workspace permissions can see the Add/Remove Groups button. They can only add or remove groups if they also have add and delete permission. Copying permissions to a group now correctly copies the relevant workspace permissions to it.
12/21/2016 9.4.398.62 Resolved Defects Processing Relativity Processing no longer expands log files during discovery.
12/21/2016 9.4.398.62 Resolved Defects Processing Invariant no longer deletes licenses from the workers and worker manager upon upgrades.
12/21/2016 9.4.398.62 Enhancement Processing The Relativity Processing Console now supports user authentication.
12/21/2016 9.4.398.62 Enhancement Data Transfer The new Time Zone combo box has been added to the new and edit Integration Point wizard in the Scheduling section. This combo box is populated by Windows time zones available on the server. When a new integration point is created, the default time zone is selected based on the client operating system settings. The time zone detection functionality has following limitations:
  • For time zones that have been recently changed (such as by new regulations), the default time zone can't be selected. The user must manually select time zone from the list.
  • The minimum versions of supported browsers include IE v.11, Edge v.14, Chrome, Safari v.10, and Opera v.41. In other browsers, the default time zone may be inaccurate. For example, if the client is in the Warsaw time zone, the default time zone may be set to "(UTC+01:00) Brussels, Copenhagen, Madrid, Paris".

When the user edits an integration point, the time zone is the same one that was used when it was created. Independently of the time change related to daylight savings time, the next launch takes place at the scheduled time in the selected time zone. On Integration Point Summary page, the Scheduled Time is displayed with the selected time zone. It is not converted to the UTC zone.

For backwards compatibility with existing integration points, the next scheduled runtime calculation is based on the server time zone. On the Integration Point Summary page, a server time zone and scheduled time is converted to the server time zone. To change the time zone, the user must edit the integration point.

12/21/2016 9.4.398.62 Enhancement Data Transfer In Relativity Integration Points, the text for Destination Object label on first custom page has been changed to Transferred Object. All RDO types are listed in Transferred Object combo box for the export to load file. A user can export to a load file. The text and file type field on natives for each RDO type are defined in Relativity.
12/21/2016 9.4.398.62 Resolved Defects Processing To support multiple queue managers, the queue manager credentials have been moved from the AppSettings table. In the AppSettings table, there was only one entry regardless of the number of queue managers installed to the registry. These values were machine specific and they didn't overwrite each other as queue managers were installed or upgraded.
12/21/2016 9.4.398.62 Enhancement Analytics The logging for Structured Analytics sets now covers creation, running jobs, and communications to the Analytics engine. Logs are captured at the error, debug, warning, and verbose levels. These logs are captured per the logging configuration in the EDDSLogging database.
12/21/2016 9.4.398.62 Enhancement Review The new list filter provides users with the ability to select from a list of values within the fixed length text fields. This enhancement creates parity with the classic UI framework.
12/21/2016 9.4.398.62 Resolved Defects Processing Relativity Processing no longer errors when publishing an unsupported file type with a long file extension.
12/21/2016 9.4.398.62 Resolved Defects Review The international date and time format is now supported for Date Fields in the List View.
12/21/2016 9.4.398.62 Resolved Defects Analytics The Analytics servers that become inactive for some reason now become automatically activated by the Server Manager agent once the service is restored.
12/21/2016 9.4.398.62 Enhancement Environment Administration & Operations Telemetry now alerts the user when billing metrics weren't sent and it begins a lockout timer. If the issue persists for seven continuous days, Relativity access is denied to users and only system admins can access the system. This logic is the same logic as that currently used by the Case Statistics Manager.
12/21/2016 9.4.398.62 Resolved Defects Processing Relativity now checks for any out of memory errors during conversion. It retries the task several times when it fails with delays between each retry to account for any possible slowness in the file share.
12/21/2016 9.4.398.62 Resolved Defects Review Relativity now checks to make sure that a file exists before attempting to make a copy during imaging.
12/21/2016 9.4.398.62 Resolved Defects Environment Administration & Operations Users that have been forced logged out of their instance now need to re-authenticate in order to get back into the system.
12/21/2016 9.4.398.62 Resolved Defects Review The background color with white text was previously causing imaging the documents to have a problem with white text. The body color wasn't carried over so the white text couldn't be viewed. Relativity properly images email documents with colored background and white text in the message body.
12/21/2016 9.4.398.62 Enhancement Review Permissions providing the ability to export a dashboard have been added under Workspace Security > Other Settings > Admin Operations.
12/21/2016 9.4.398.62 Resolved Defects Review Mass Export to File now includes an Escape Characters field to prevent CSV and XLS files from evaluating lines starting with the following characters as functions: (=,@,+,-).
11/30/2016 9.4.378.21 Resolved Defects Review The temp files created as a result of native and image conversion no longer remain in the temp folders. These files get deleted after the conversion is complete.
11/30/2016 9.4.378.21 Enhancement Processing dtSearch is now available as a text extraction option for PowerPoint files, making text extraction up to seven times faster.
11/30/2016 9.4.378.21 Resolved Defects Review Under certain circumstances in the HTML5 Viewer, an incorrect markup set is applied when redactions are drawn. When users change their markup sets in the review tool, and then open the production viewer for the first time in that session, they enter a bug state. While in the bug state, they may think that they are redacting one markup set, but they are actually redacting another. Closing the browser or changing the markup set resolves the issue.
11/30/2016 9.4.378.21 Resolved Defects Fact Manager Users can now see a loading indicator after dragging and dropping.
11/30/2016 9.4.378.21 Resolved Defects Data Grid The defect introduced when the Data Grid search was modified to search against only Data Grid enabled fields in Relativity, preventing searches against long text fields in Data Grid that were deleted in Relativity, has been resolved. The original change introduced a defect that prevented the proper identification of these fields. It resulted in additional non-Data Grid enabled fields for non-Data Grid enabled features being identified. This defect was isolated to cases where the workspace was Data Grid enabled and Invariant was used to map non-Data Grid enabled fields into Relativity.
11/30/2016 9.4.378.21 Enhancement Fact Manager

Users now can organize facts in the Facts tab using the following methods:

  • Nesting - Users can now create parent/child relationships between facts with no level cap.
  • Drag and drop - Users can use the drag and drop functionality to nest facts into another fact.
  • Color coding - Users can assign color coding to visually distinguish the parent fact and its children.
  • Export a family relation of facts - User can export these family relations as XLS and CSV.
11/30/2016 9.4.378.21 Resolved Defects All Products The defect related to creating dtSearch indexes containing documents with fields larger than 25MB has been resolved. It was introduced in the October 4, 2016 Product Update and caused document errors.
11/30/2016 9.4.378.21 Resolved Defects Environment Administration & Operations Relativity now utilizes fewer threads when agents are running and updating simultaneously.
11/30/2016 9.4.378.21 Resolved Defects Processing When encountering two or more MBOX or DBX files with the same file name, Relativity Processing now associates the correct metadata, extracted text, and natives to the correct email. Additionally, deduplication is now correctly applied.
11/30/2016 9.4.378.21 Enhancement Processing The number of concurrent threads dedicated to OCR can now be configured in order to can mitigate CPU bottlenecks.
11/30/2016 9.4.378.21 Resolved Defects Analytics Previously, API calls would be made to Analytics Services using a User ID that wouldn't always work for workspaces processed by ARM. The proper User ID is now used in all cases.
11/30/2016 9.4.378.21 Resolved Defects Analytics

The Analytics engine has been updated to include the following fixes:

  • Incremental email threading jobs can now be performed on Structured Analytics Sets that were upgraded to the October 4, 2016 Product Update.
  • Email threading now trims the action from an embedded Lotus Notes email header subject lines.
11/30/2016 9.4.378.21 Resolved Defects Data Grid Resolved the compatibility issue with Microsoft's updated queue size limits that occurred when installing Data Grid Text Migration application into new RelativityOne environments.
11/30/2016 9.4.378.21 Enhancement Review

The following enhancements have made to reports for review:

  • The Reviewer Detail Report has a new option, which provides users with the ability to see a report containing data on how many login and logout action that reviewer has done during a specific date range.
  • The Reviewer Detail Report now provides data on the number of mass edit operations per reviewer.
  • The Reviewer Detail Report also now provides data on propagation per reviewer.
  • The Document Reviewer report is a new report that provides users with detailed information on who has review a document during a certain date range.
  • The Document Reviewer Report / View is a new report that provides users with detailed information on who has viewed a document during a specific date range.
  • The Reviewer Productivity Report is a new report that provides users with details about reviewers coding decisions during a specific date range on field that can be single choice, multiple choice or Yes/No.
11/30/2016 9.4.378.21 Resolved Defects Review The errors affecting the following Relativity functionality have been resolved: renaming fields or Pivot profiles, creating a Pivot widget with and without Pivot profiles, and loading persisted widgets from a dashboard.
11/30/2016 9.4.378.21 Enhancement Data Grid

The following information outlines the enhancements for searching in Data Grid:

  • Search Term Reports (STRs) using Lucene Index (Data Grid) now execute three times faster than dtSearch STRs. This performance excludes the additional time required to build the dtSearch index.
  • To realize this significant performance improvement, Data Grid must be upgraded to at least version 2.3.3.58. A new Relativity instance setting called STRParallelizationFactor controls the performance of these STRs. It is set optimally by default based on empirical testing done by kCura. This setting shouldn't need to be changed.
  • An alert now appears in the Relativity Alerts section to notify a Relativity Administrator that the Case Statistics Manager failed on one or more workspaces.
  • A list of the workspaces that failed are now provided in the Errors tab, and additional details on the failures are located in the RelativityLogs table.
11/30/2016 9.4.378.21 Resolved Defects Processing Relativity Processing now includes a timeout for the Server Manager when retrieving updates from workers. This prevents the application from getting stuck. It also logs an error when this situation occurs.
11/30/2016 9.4.378.21 Enhancement Environment Administration & Operations An alert now appears in the Relativity Alerts section. It notifies the system admin that the Case Statistics Manager failed on one or more workspaces. A list of the workspaces that failed are now provided in the Errors tab. Additional details about the failures are located in the RelativityLogs table.
11/30/2016 9.4.378.21 Resolved Defects Review Relativity now includes improved timeout logic around imaging. It reduces the number of Invalid Request Key errors associated with imaging. Additionally, improved logging has been included for timeouts that occur.
11/30/2016 9.4.378.21 Resolved Defects Analytics The Analytics Index population error messaging now includes more details for easier troubleshooting.
11/30/2016 9.4.378.21 Resolved Defects Environment Administration & Operations The Message of the Day now supports Unicode characters.
11/30/2016 9.4.378.21 Resolved Defects Data Grid The issue that caused the Set Extracted Text Size mass action not to load has been resolved. The version number of Set Extracted Text Size application has been updated to 1.1.0, but results no behavior changes.
11/30/2016 9.4.378.21 Resolved Defects Developer Platform New installations of Relativity disable Dynamic Compression within the web.config for Relativity.REST. This functionality prevents performance issues and connection failures with initial SignalR connections.
11/30/2016 9.4.378.21 Resolved Defects Data Grid For reviewing large cases in the Data Grid Audit UI, a loading indicator is provided for filtering audits by Artifact Name from the Results widget.
11/30/2016 9.4.378.21 Resolved Defects Processing A warning message is now displayed when the name of the working folder isn't entered.
11/30/2016 9.4.378.21 Enhancement Data Grid The name of "Lucene Syntax Help" link has been changed to "Syntax Help." This change has been made in the Documents Field Filter popup window for a Data Grid Enabled field that appears when creating a field filter condition using the "Lucene Search" operator.
11/30/2016 9.4.378.21 Resolved Defects Processing Relativity Processing now correctly handles pre-2007 read-only Word documents.
11/30/2016 9.4.378.21 Resolved Defects Analytics A query that occurs during the Structured Analytics Export phase has been optimized to efficiently prepare email attachment metadata for ingestion into the Analytics Engine.
11/30/2016 9.4.378.21 Resolved Defects Review Users can't set two active forecasts at the same time.
11/30/2016 9.4.378.21 Resolved Defects Data Grid Audits larger than 1 GB are now marked as document-level errors instead of batch-level errors.
11/30/2016 9.4.378.21 Enhancement Analytics The calculation of the Cluster Score is now an optional setting when Clustering. It defaults to "No." Not calculating the Cluster Score results approximately a 23% performance improvement.
11/30/2016 9.4.378.21 Resolved Defects Data Grid Filtering by timestamp in the Data Grid for Audit UI now uses local time correctly.
11/30/2016 9.4.378.21 Enhancement Data Grid In Relativity, the Lucene Search Help can now be accessed from the Search Terms Report Modify Terms page when utilizing a Lucene Search (Data Grid) Search Index. Within the same page, the "Check Syntax" checkbox has been renamed to "Check for dtSearch Syntax" to better describe the check performed by this functionality.
11/30/2016 9.4.378.21 Enhancement Integration Points The Connect to Source category of the Integration Points layout now provides the option to select a specific folder in destination workspace to which you want to export files. This is functionality is available through the new Destination Folder field that appears when you export data to another Relativity workspace. For example, it appears when you export date with ECA and Investigation. Previously, you could only export files into the root documents folder of the destination workspace.
11/30/2016 9.4.378.21 Enhancement Data Grid For the Data Grid for Audit migration process, expand the administrative capabilities to control and monitor audit migration across a Relativity instance.
11/30/2016 9.4.378.21 Resolved Defects Processing Relativity now processes and images Microsoft Project files that contain columns that were too wide when Microsoft Project 2010 was installed on the worker.
11/30/2016 9.4.378.21 Resolved Defects Developer Platform A new drop-down list box has been added to update address the issue of the location or time zone of the SQL server affecting the results of Reviewer Statistics script, and causing inaccurate results. The new drop-down list box lets reviewers pick their own time zones. This functionality removes the dependency on the location of the SQL server. It also allows the script to support the case where the reviewers are in one time zone, and the manager is in some other time zone. The script "Reviewer Statistics v4" has been renamed to "Reviewer Statistics.".
11/30/2016 9.4.378.21 Enhancement Developer Platform An API is now available for setting logging configurations and rules in a Relativity instance.
11/30/2016 9.4.378.21 Resolved Defects Review Certain special characters in production names no longer cause errors during a Save as PDF operation.
11/30/2016 9.4.378.21 Enhancement Integration Points Integration Points now provides you with the ability to export data directly from your workspace through the same functionality that the Relativity Desktop Client (RDC) uses for exporting document objects. This functionality includes exporting saved searches, case folders, and productions directly from your workspace. It also includes scheduling future or recurrent export jobs. This functionality is currently in preview mode only as of Relativity 9.4.378.21. The fully developed data export capabilities, including remaining RDO export along with profiles, are scheduled for release in Relativity 9.5.
11/30/2016 9.4.378.21 Resolved Defects Processing Relativity Processing now correctly processes Excel files that contain sheets with empty rows.
11/30/2016 9.4.378.21 Enhancement Environment Administration & Operations This enhancement adds the ability to send an invitation to new users in bulk, when activating their Relativity access via a new mass action on the User list page.
11/30/2016 9.4.378.21 Enhancement Environment Administration & Operations New APIs have been created for workflows used to mass invite new users to Relativity.
11/30/2016 9.4.378.21 Enhancement Environment Administration & Operations This enhancement adds the ability to send invitations to users when activating their Relativity access. Previously, the workflow for this action was the same as that when initially inviting users, and resetting their passwords. These actions have now been split into two separate buttons on the User page.
11/30/2016 9.4.378.21 Resolved Defects Processing Relativity Processing now correctly extracts metadata for EML files that contain a carriage return (CR) line ending.
11/30/2016 9.4.378.21 Resolved Defects Processing When Custom Numbering for Processing Sets is used, the starting number is still editable after Discovery but before the Publish process. The Check for Conflicts option is also available.
11/30/2016 9.4.378.21 Resolved Defects Collection The error encountered when assigning a matter to a new Collection request while running the "New UI" has been resolved.
11/30/2016 9.4.378.21 Enhancement Environment Administration & Operations When you upgrade or install Relativity, the Telemetry application automatically installs to the Application Library and deploys the Telemetry Host and Transmission agents.
11/30/2016 9.4.378.21 Resolved Defects Review An error no longer appears when you select a folder as a filter to apply to a pivot.
11/30/2016 9.4.378.21 Enhancement Data Grid The new Ingestion Management tab appears in workspaces where Data Grid core is installed. This tab lists all ingestion steps, counts of how many "permanent failures" have been encountered, and provides buttons for canceling or retrying those failures. This tab is inactive in Relativity 9.4.378.21, and you can’t interact with it.
11/30/2016 9.4.378.21 Resolved Defects Review The “Clear All” icon is now used to remove any custom filters or sorting in the document grid.
11/30/2016 9.4.378.21 Resolved Defects Review The "Has Redaction" and "Has Annotation" choices are now correctly set on a markup set field when a user deletes a redaction prior to saving a document.
11/30/2016 9.4.378.21 Resolved Defects Processing The Worker Status tab no longer errors out when one worker is in a bad state.
11/30/2016 9.4.378.21 Resolved Defects Review Relativity now correctly parses EML files that contain multi-part hierarchies.
11/30/2016 9.4.378.21 Resolved Defects Processing Relativity Processing now has improved retry logic for file copy during ingestion.
11/30/2016 9.4.378.21 Resolved Defects Review An error no longer appears in the console when a user, without rights to the Pivot Profile object and access to the Pivot Widgets, logs in to Relativity.
11/30/2016 9.4.378.21 Resolved Defects Review

The following defects has been resolved:

  • Consolidated the layout refresh messages so that users get prompted only once.
  • On the Production view and edit pages, the layout refresh notifications can be further minimized by proactively adjusting the Production layouts during Production application upgrades.
11/30/2016 9.4.378.21 Resolved Defects Processing

The RPC exporter no longer submits the same job to the queue multiple times.

11/15/2016 9.4.361.1 Resolved Defects Review Fixed an issue where a dtSearch build error occurred when attempting to build an index including documents that are attachments larger than 25 MB.
11/15/2016 9.4.361.1 Resolved Defects Environment Administration & Operations Fixed an issue where logging operations consumed too much memory.
11/15/2016 9.4.361.1 Resolved Defects Analytics Resolved an issue where the Analytics server showed as not available when performing index operations on workspaces imported by ARM or created from a template that was imported from ARM where users were not mapped.
11/15/2016 9.4.361.1 Resolved Defects Processing Relativity now associates the correct image for 2007 or higher Microsoft Office password protected files if the correct password is provided. Additionally, Relativity now correctly skips password-protected files for imaging if the password is not in Password Bank.
11/15/2016 9.4.361.1 Enhancement Analytics Analytics Index logging now covers creation, running jobs, deletion as well as all communications to the Analytics Engine. These logs are captured as "debug". Known errors are logged as "warning" or "error", depending on the severity. These logs are captured per your logging configuration in the EDDSLogging database.
11/15/2016 9.4.361.1 Enhancement Analytics The Resource Server page for Analytics servers no longer requires a separate port value. The port is now part of the server URL.
11/15/2016 9.4.361.1 Enhancement Analytics A greater number of Categorization queries will now consider the SearchIndexerLongRunningQueryTimeout instance setting, leading to less timeouts.
11/15/2016 9.4.361.1 Enhancement Case Statistics Manager Case Statistics Manager now allows a job to retry after it fails. It also includes the ability to move on to additional workspaces after failures so the process is more efficient and does not disable the agent.
11/15/2016 9.4.361.1 Enhancement Assisted Review Stratified sampling for Assisted Review rounds is now 53% faster.
11/15/2016 9.4.361.1 Enhancement Analytics The Email Threading Display field has been enhanced with new inclusive and non-inclusive, email action, and attachment icons.
11/15/2016 9.4.361.1 Enhancement Analytics The Email Threading Display field will now populate even when email header fields are not mapped in the Analytics profile (using the author and subject information derived by the Analytics engine).
11/15/2016 9.4.361.1 Enhancement Processing Sets dtSearch is now available as a text extraction option for Word files, making text extraction up to ten times faster.
11/15/2016 9.4.361.1 Enhancement Review

Several Artifact View Fields (AVF) are no longer used and have been removed:

  • Conversion on the Fly Priority
  • Mass Conversion Priority
  • Pre-Convert Priority
  • Worker Conversion Overflow Running Threads
  • Worker Conversion Overflow Total Threads

If you have Admin-level views with these fields, the columns will no longer be present. If you have logic or workflows depending on these fields, they will no longer function as expected. Prior to updating, filter your Admin-level views for Object Type = Resource Server and remove any of the listed fields.

11/15/2016 9.4.361.1 Enhancement Service API A new PasswordBank Service has been added to Relativity. This service retrieves passwords from the Relativity PasswordBank, which holds passwords that are used to open password-protected documents.
11/15/2016 9.4.361.1 Enhancement Data Grid Improved performance and scalability for Data Grid search. STR searches using Data Grid indexes are now 2x faster.
11/15/2016 9.4.361.1 Enhancement Data Grid API coverage is now available to provide conditions around Data Grid-enabled fields and the Lucene Search operator within the Keyword Search, dtSearch Search, and Analytics Search for creation and updates.
11/15/2016 9.4.361.1 Enhancement Data Grid for Document Can now access Relativity's Lucene Search Help page from the Index Search filter condition in the New UI when utilizing a Data Grid index.
11/15/2016 9.4.361.1 Enhancement Data Grid for Document Can now access Relativity's Lucene Search Help page from the Field filter condition in the New UI when utilizing the Lucene Search operator on a Data Grid-enabled field.
11/15/2016 9.4.361.1 Enhancement Installation

The Product Version property of the Relativity and Invariant installer will now no longer be in sync with the File Number property.

File number is a four number string and the actual application version referenced in all product communications and documentation (e.g., 9.4.361.1.

Product Version is a three number string (e.g., 9.4.33558 or 4.4.32635).

11/15/2016 9.4.361.1 Resolved Defects Agents Case Statistics Manager errors due to Review Manager were corrected.
11/15/2016 9.4.361.1 Resolved Defects Analytics An issue with Structured Analytics email notifications has been resolved so that email aliases receive notifications on SMTP server setups.
11/15/2016 9.4.361.1 Resolved Defects Analytics Analytics index statistics reporting now supports very large values.
11/15/2016 9.4.361.1 Resolved Defects Analytics Incremental Email Threading jobs will now update existing email threading ids, email thread groups, and indentation value to reflect emails and attachments that were formerly missing but are now present.
11/15/2016 9.4.361.1 Resolved Defects Conversion Relativity Processing and Imaging jobs no longer stall when Processing or Imaging GUL files cause a pop up to display on the worker.
11/15/2016 9.4.361.1 Resolved Defects Data Grid for Audit For the Data Grid for Audit application, the ability has been provided for the audit deletion process to be to interrupted by disabling the Audit Deleter agent.
11/15/2016 9.4.361.1 Resolved Defects Data Grid for Document When other processes (e.g., backup tools, anti-virus, etc) open brief file locks on Data Grid load files in the BCP path, an attempt is now made to open the file again after a 1 second delay before document-level errors are produced.
11/15/2016 9.4.361.1 Resolved Defects Data Grid for Document The Relativity Agents using the Data Grid Search Provider now correctly resolves its location.
11/15/2016 9.4.361.1 Resolved Defects Extensibility Points API The EnforceHTTPS instance setting is now a three state value (Warn, Yes, No). The setting defaults to Warn which allow services to run as HTTP but will log a warning. If set to Yes, the service host will force HTTPS traffic. If set to No Service Host will not force HTTPS traffic.
11/15/2016 9.4.361.1 Resolved Defects Fact Manager Users that set their fact permissions to None will now see a blank screen instead of a loading screen that never stops loading.
11/15/2016 9.4.361.1 Resolved Defects Field Mapping Relativity Processing will now discover custom fields from .docx, .xlsx, and .pptx files.
11/15/2016 9.4.361.1 Resolved Defects Imaging Relativity no longer misidentifies certain text files as HTML when imaging text files that contain HTML.
11/15/2016 9.4.361.1 Resolved Defects Imaging Relativity imaging now respects the timezone offset when imaging MSG files.
11/15/2016 9.4.361.1 Resolved Defects Infrastructure Relativity Processing no longer fails on installation or upgrade in the case of deleted Invariant store databases.
11/15/2016 9.4.361.1 Resolved Defects Infrastructure Relativity Processing no longer requires the worker share permissions to be accessible to everyone for upgrades or installations.
11/15/2016 9.4.361.1 Resolved Defects New UI Framework

Search provider Rank columns will no longer be returned when a saved search references a search provider and filter cards have been applied which do not include a search provider. Going forward, any additional criteria should be included in the saved search's conditions to return the Rank column.

Additionally, searches now return the correct results when multiple search provider conditions are connected by an "or" operator.

11/15/2016 9.4.361.1 Resolved Defects Processing Profile ECA Processing profile now contains a default setting of Native for Excel and Word text extraction method.
11/15/2016 9.4.361.1 Resolved Defects File Transfer Application File Transfer App now supports user email addresses up to 254 characters in length.
11/15/2016 9.4.361.1 Resolved Defects Processing Sets Previously, by default, if a publish job ran longer than the configured ShutoffMonitorReset value, it would be timed out and produce an error. Now, active publish jobs that are not stuck can reset this timeout, and continue running as long as it is making progress.
11/15/2016 9.4.361.1 Resolved Defects Processing Sets Relativity Processing improved the stability of filtering by increasing the maximumn array length of problematic configuration file fields.
11/15/2016 9.4.361.1 Resolved Defects Processing Sets Relativity Processing no longer inserts a duplicate key object in the ExportDocNumber table during retry Publish jobs.
11/15/2016 9.4.361.1 Resolved Defects Processing Sets Relativity Processing no longer displays errors when extracting children from RTF files.
11/15/2016 9.4.361.1 Resolved Defects Processing Sets Relativity no longer displays errors when trying to image or process GUL files (even if a post March 2014 version of JungUm Global Viewer is installed on the worker).
11/15/2016 9.4.361.1 Resolved Defects Processing Sets Relativity Processing now correctly populates the "Last Access Date" of Publisher, Visio, and OneNote files that are children.
11/15/2016 9.4.361.1 Resolved Defects Processing Sets Relativity now correctly processes pre-2007 Microsoft Word files when the password is in Password Bank.
11/15/2016 9.4.361.1 Resolved Defects Processing Sets Relativity Processing jobs no longer stalls on Project files that have Shared Resources due to a pop-up on the worker.
11/15/2016 9.4.361.1 Resolved Defects Processing Sets Relativity Processing now correctly respects the "When extracting children, do not extract: Email Inline Images" option for certain emails.
11/15/2016 9.4.361.1 Resolved Defects Processing Sets Relativity can now process or image an Excel file that has a hidden sheet containing a pivot table with no filter.
11/15/2016 9.4.361.1 Resolved Defects Processing Sets Relativity Processing now correctly handles certain MBOX files with binary attachments.
11/15/2016 9.4.361.1 Resolved Defects RDO Framework We have introduced a new Instance Setting: UpdateIncludeInTextIndexOnRapImport. The default behavior of this setting will prevent ADS from modifying the Include in Text field to match the RAP file. This will prevent triggering of index crawls that impact performance.
11/15/2016 9.4.361.1 Resolved Defects Review Manager User will no longer be able to incorrectly set two active forecast at the same time.
11/15/2016 9.4.361.1 Resolved Defects Reviewer Interface Fixed an issue that sometimes prevented PDFs from being saved from the Review Tool in Internet Explorer.
11/15/2016 9.4.361.1 Resolved Defects Reviewer Interface Keyboard shortcuts now work for user who do not have permission to use the QuickNav tool.
11/15/2016 9.4.361.1 Resolved Defects Binders Updated Binders to be compatible with Relativity's new authentication protocols. Contact Support for an updated RAP file.
11/15/2016 9.4.361.1 Enhancement IIS Relativity Web servers now no longer require the HTMLArea Application/Virtual Directory. It can safely be removed from IIS on all web servers after the upgrade is complete.
10/28/2016 3.5.16300.3 Enhancement Collection The maximum supported version of OSX that can be Scouted is 10.11.6.
10/28/2016 3.5.16300.3 Enhancement Collection The maximum supported version of the Mono Framework (for OSX) is 4.4.2
10/28/2016 3.5.16300.3 Enhancement Collection Imager functionality has been deprecated from the Collection product
10/28/2016 3.5.16300.3 Enhancement Collection Portable Collector functionality has been deprecated from the Collection product
10/4/2016 9.4.321.2 Enhancement Processing Workers that do not make progress after a set amount of time (as defined by a configurable timeout value) will be automatically terminated with a corresponding document- or job-level error.
10/4/2016 9.4.321.2 Enhancement Processing dtSearch is now available as a text extraction option for Excel files, making text extraction up to ten times faster.
10/4/2016 9.4.321.2 Enhancement Invariant API Relativity 9.4.321.2 includes general enhancements to Invariant. Due to these enhancements, you must update the reference to the Invariant.core.dll in custom Invariant plugins used in Relativity 9.4.321.2.
10/4/2016 9.4.321.2 Enhancement Admin Operations You can now control how long the links in the password reset emails remain valid using the PasswordResetEmailExpirationInMinutes instance setting.
10/4/2016 9.4.321.2 Enhancement Analytics The Analytics engine was upgraded to CAAT 3.21.0
10/4/2016 9.4.321.2 Enhancement Analytics

Inclusive calculations have been improved where the email body changes as the thread progresses. Previously, the Analytics engine chose the inclusive emails in order to provide the least amount of text to the reviewer. Now, it chooses the email that contains the most recently unchanged body as an inclusive email.

For example, in a three email chain (e.g., Email 1, Email 2, Email 3), if Email 1’s body changes in Email 3, just Email 1 and Email 3 were marked as inclusive formerly. Email 2 wasn’t marked as inclusive even though it is the last email in the thread to have the original Email 1. This has been improved so that now Emails 2, 3 are inclusive.

Note: Inclusive results of pre-existing emails do not change upon running an incremental analysis. If you run a full analysis, the inclusive results may indeed change as it will be using this new algorithm to examine the documents. If that is problematic, you may want to create another set of fields for the old inclusive results, and mass edit / replace the documents so that you have record of what the results were before running the full analysis.

10/4/2016 9.4.321.2 Enhancement Analytics The Email Threading task was improved to make sure that the same Email Threading ID is not assigned to emails unless all the segments in the emails match.
10/4/2016 9.4.321.2 Enhancement Analytics Email Threading was improved to consider the To field. This ensures that the same Email Threading ID is not assigned to emails unless all the segments in the emails match. The new approach reduces “over threading” where unrelated emails sent to different people were put into the same Thread Group. The new logic will now separate emails into different Thread Groups based on the From field, To field, Body, and Date. While this change increases accuracy of Email Threading, it is important to note that as the logic separates emails into independent Thread Groups and can cause emails within a Thread Group to branch. As a result, the number of duplicate spares identified may be reduced and inclusive emails may increase.
10/4/2016 9.4.321.2 Enhancement Analytics The performance speed and RAM requirements of the inferred match stage of the Email Threading task were improved. The algorithm now uses more efficient techniques to bucket Email Thread Groups without root nodes to compare them with orphan root nodes.
10/4/2016 9.4.321.2 Enhancement Analytics

Long-running clustering jobs result in fewer timeouts because of the following:

1) The cluster status is now reported when writing to disk.

2) When the query is locked, the last known cluster status is reported.

10/4/2016 9.4.321.2 Enhancement Developer Tools and Applications The Multi-Choice Condition API sample now functions correctly.
10/4/2016 9.4.321.2 Enhancement Developer Tools and Applications The Relativity Application Delete API sample now functions correctly.
10/4/2016 9.4.321.2 Enhancement REST API The REST API now support the LUCENESEARCH operator for searching text in the Data Grid using the Object Query Manager service.
10/4/2016 9.4.321.2 Enhancement Data Grid You can now run a condition search against an individual Data Grid enabled field using Data Grid search, now called Lucene Search.
10/4/2016 9.4.321.2 Enhancement Data Grid The Data Grid Text Migration application is a new Data Grid application you can use to migrate your extracted text fields from SQL to Data Grid.
10/4/2016 9.4.321.2 Enhancement Integration Points Integration Points now includes a new workflow for creating an Import or Export job through the new fields of Type, Source, and Destination Object, through which users can specify a context for the type of job they’re about to run and thus streamline their data transfer.
10/4/2016 9.4.321.2 Enhancement Fact Manager In the Fact field, typing the "@" symbol followed by one or more letters now brings up the auto-fill feature. Fact Manager presents a pop-up list of People and Organizations based on the letters you type. Clicking the name of the Person or Organization adds them to the details of your Fact field. Upon clicking the save button, the person or organization is linked to the Fact and the relevant fields are populated.
10/4/2016 9.4.321.2 Enhancement Fact Manager When exporting a Timeline, nearly 3 times the number of facts show up per page of the PDF.
10/4/2016 9.4.321.2 Enhancement Review Manager Users will now be able to visualize self overturns on the Reviewer Overturn Report.
10/4/2016 9.4.321.2 Enhancement Review Manager Users can now visualize the Reviewer Overturn Report by reviewer's groups.
10/4/2016 9.4.321.2 Resolved Defects Review Manager Regions are now managed on the CSV handler to avoid issues when exporting the document overturn report.
10/4/2016 9.4.321.2 Resolved Defects Admin Operations Fixed an issue that would cause the Workspace Admin Groups to fail validation if they were not returned within first 1000 groups on the GroupsOnPicker view.
10/4/2016 9.4.321.2 Resolved Defects Conceptual Analytics Cluster visualization is now loading properly in the Classic UI. In 9.4.284.1, the Cluster visualization was not loading in classic, resulting in an error.
10/4/2016 9.4.321.2 Resolved Defects Data Grid Data Grid Manager Agent nightly runs no longer produces an index failed error for failures when attempting to access the Data Grid index.
10/4/2016 9.4.321.2 Resolved Defects Errors Previously, users were unable to publish certain entries from corrupt PST files. Now users can publish them and retry the errors after fixing the PST.
10/4/2016 9.4.321.2 Resolved Defects Export A defect in the Relativity Desktop Client Command Line version 9.4.254.2 that prevented importing files into Relativity has been resolved.
10/4/2016 9.4.321.2 Resolved Defects Extensibility Points HasAgreedToTermsOfUse is no longer set to true when setting up a disclaimer message for new users upon first login.
10/4/2016 9.4.321.2 Resolved Defects Imaging Relativity now displays an error when trying to image an MHT file with framesets.
10/4/2016 9.4.321.2 Resolved Defects New UI Framework When changing saved search or creating a new search and choosing Search (not Save), Export to File functionality outputs data correctly.
10/4/2016 9.4.321.2 Resolved Defects Processing Sets Relativity Processing now correctly processes emails with an empty body and attachments.
10/4/2016 9.4.321.2 Resolved Defects Processing Sets Relativity Processing has improved its deduplication performance to decrease publish times for data sources with large amounts of duplicates.
10/4/2016 9.4.321.2 Resolved Defects Processing Sets Certain Excel files which were identified as ZIP files are now identified and processed correctly.
10/4/2016 9.4.321.2 Resolved Defects Processing Sets Relativity Processing now respects filters during Inventory of MBOX files.
10/4/2016 9.4.321.2 Resolved Defects Processing Sets Relativity Processing now correctly associates the appropriate children documents with their parents in the event where certain corrupt containers are repaired outside of Relativity and the errors retried during Discovery.
10/4/2016 9.4.321.2 Resolved Defects Processing Sets A zip container is no longer identified as an Office file when it contains a top-level file named [Content_Types].xml.
10/4/2016 9.4.321.2 Resolved Defects Processing Sets Fixed processing of certain Excel email attachments.
10/4/2016 9.4.321.2 Resolved Defects Structured Analytics Structured Analytics Set jobs now support saved searches which contain hash joins. Documents no longer fail during an export.
10/4/2016 9.4.321.2 Resolved Defects Structured Analytics A Full Analysis performed on an email threading job will now consider when the Conversation ID has been unmapped from the Analytics profile.
8/31/2016 9.4.284.1 Resolved Defects Fact Manager Resolved a defect when creating a printing profile and using the fields on the Issues and People object types.
8/31/2016 9.4.284.1 Resolved Defects Fact Manager Resolved error when printing a printing profile using mass print.
8/31/2016 9.4.284.1 Resolved Defects Fact Manager Resolved an issue when exporting Fact, Issues and Interview Questions on the list view mode to XLS or CSV , so the order of items is the same as on inline view.
8/31/2016 9.4.284.1 Resolved Defects Fact Manager Resolved an error when creating a timeline with conditions and then using the Save and New button.
8/31/2016 9.4.284.1 Resolved Defects Review Manager Corrected a defect when generating the Insight Summary Report without including the cost.
8/31/2016 9.4.284.1 Resolved Defects Review Manager Adjusted the optimizations results per tier.
8/31/2016 9.4.284.1 Resolved Defects Review Manager Resolved a date mismatch error on the Reviewer Overturn report chart.
8/31/2016 9.4.284.1 Enhancement Analytics API coverage is now available around creating, deleting, and managing specific jobs for Analytics indexes.
8/31/2016 9.4.284.1 Enhancement Data Grid for Core The Data Grid Audit UI now shows Field Name, Old Value, and New Value in the results pane.
8/31/2016 9.4.284.1 Enhancement Audit The Data Grid Audit UI now includes Field Name, Old Value, and New Value when Master Audit Details List results are exported to Excel.
8/31/2016 9.4.284.1 Enhancement Data Grid for Core Data Grid Kepler services now allow for support of SSL/HTTPS to provide additional security. This also increases availability and stability of the services as the hosting framework is improved. * The DataGridKeplerHost agent is no longer required. * The Relativity.DataGrid Instance Setting - Service HttpEndpoint - is no longer required. * Conceptual Analytics Builds now use SSL in SSL-enabled environments.
8/31/2016 9.4.284.1 Enhancement New UI Framework Improved performance of the new UI. Page load is now almost 50% faster.
8/31/2016 9.4.284.1 Enhancement New UI Framework Bar charts, pie charts, and line charts in the new UI can now be exported to PNG or Excel XLSX.
8/31/2016 9.4.284.1 Enhancement New UI Framework Added support for logical operators <= and >= in numeric in-grid searching fields.
8/31/2016 9.4.284.1 Enhancement New UI Framework Added a new multi-select picker to display view criteria for single object and multiple object filters.
8/31/2016 9.4.284.1 Resolved Defects ADS Fixed an issue that caused reflected field names to be generated that were longer than the allowable length in SQL.
8/31/2016 9.4.284.1 Resolved Defects Relativity Scripts Analytics metrics correctly identifies the minimum date in the analytics document table and counts records for documents run with analytics.
8/31/2016 9.4.284.1 Resolved Defects New UI Framework Users are now able to use the scroll wheel while in pivot selection mode.
8/31/2016 9.4.284.1 Resolved Defects Reviewer Interface In doc-to-doc navigation, a user will no longer risk skipping a document when they cancel navigation if there are unsaved changes to the document.
8/31/2016 9.4.284.1 Resolved Defects Processing Sets The Processing Set Status now consistently reflects the correct processing phase, allowing the processing set to proceed to the subsequent phase.
8/31/2016 9.4.284.1 Resolved Defects Installation Invariant installation exceptions will now include a more readable SQL statement error to help troubleshooting and allow for faster resolution of exceptions.
8/31/2016 9.4.284.1 Resolved Defects Custodians "You can now import custodians names containing Unicode into Relativity Processing. "
8/31/2016 9.4.284.1 Resolved Defects Agents Relativity Processing now provides a more readable error message when the Processing application is not installed on a workspace but the Processing Set Manager is enabled and set to run.
8/31/2016 9.4.284.1 Resolved Defects Productions Recent foreign key removal work caused conflicts with Production application upgrades. This has now been corrected and Production Application upgrades now successfully complete.
8/31/2016 9.4.284.1 Resolved Defects Imaging Unicode characters, including Chinese, Japanese, and Korean characters, in the body of MSG files are now rendered correctly.
8/31/2016 9.4.284.1 Resolved Defects Structured Analytics Structured Analytics reports will now generate successfully in cases where the environment and SQL locations are different.
8/31/2016 9.4.284.1 Resolved Defects Authentication The Default Integrated Authentication Provider now correctly respects dot slash notation.
8/31/2016 9.4.284.1 Resolved Defects Extensibility Points Password reset now correctly allows a user to update their password when User Must Change Password Next Login is set to "Yes".
8/31/2016 9.4.284.1 Resolved Defects Reviewer Interface Relativity no longer queues up the same document to be imaged when imaging multiple documents at once reducing chance of duplicate images being created.
8/31/2016 9.4.284.1 Resolved Defects Document Browsers Search links generated by the Search Browser's email link will now open searches successfully.
8/31/2016 9.4.284.1 Resolved Defects Conceptual Analytics Email notifications can now be sent to emails containing multiple periods. (e.g., first.name@location.company.com)
8/31/2016 9.4.284.1 Resolved Defects Mass Operations When mass imaging .mht files, infrequently, Relativity would insert incorrect images. Mass imaging of .mht files now completes successfully.
8/31/2016 9.4.284.1 Resolved Defects Conceptual Analytics Running Analytics Index searches against distributed SQL databases now works after upgrading to 9.4.
8/31/2016 9.4.284.1 Resolved Defects Reviewer Interface Viewer will now install and work correctly for 32-bit Windows machines.
8/31/2016 9.4.284.1 Resolved Defects Extensibility Points Cache Manager no longer issues an exception when an instance setting is missing.
8/31/2016 9.4.284.1 Resolved Defects Search Term Reports The Search Term Reports report URLs no longer include a string of characters which could potentially cause some reverse proxies to perceive the URL as malicious.
8/31/2016 9.4.284.1 Resolved Defects Processing Sets Relativity Processing no longer errors during Inventory for password protected documents if the password is present in the Password Bank.
8/31/2016 9.4.284.1 Enhancement Processing Sets The Notes and Details fields on the Processing Error object are now open to association, which means you can now include those fields in associative list views, such as the Document object.
8/31/2016 9.4.284.1 Resolved Defects Processing Sets Relativity Processing now strips out surrounding white space characters when extracting domains from emails to prevent duplicate domain errors.
8/31/2016 9.4.284.1 Resolved Defects Search Term Reports The Assisted Review reports URLs no longer include a string of characters which could potentially cause some reverse proxies to perceive the URL as malicious.
8/31/2016 9.4.284.1 Resolved Defects Data Grid for Core When multiple Relativity Documents store their Data Grid Enabled Fields in the same location (such as when they are physical duplicates as identified by Relativity Processing prior to the 9.4 July update), exporting those documents was impossible. Exporting those documents in this scenario is now possible.
8/18/2016 4.4.273.3 Resolved Defects Imaging Resolved an issue where incorrect images sporadically appeared on documents after mass imaging .mht files.
7/28/2016 9.4.254.2 Enhancement Agents You now have the option to choose threshold or time based cache management on the Cache Manager server.
7/28/2016 9.4.254.2 Enhancement Integration Points The saved search and destination workspace drop-down items have been updated to provide type-ahead filter ability for the Destination Workspace and Saved Search fields on the Integration Point layout. This option is available when you select Relativity as the source provider when creating the integration point.
7/28/2016 9.4.254.2 Enhancement Processing When setting up a Processing profile, you now have additional control over the numbering scheme of published documents (e.g., set the scheme as continuous and define the number of digits and delimiters, as well as the start number).
7/28/2016 9.4.254.2 Enhancement Productions Now when you save a single document as a PDF, it opens in a new window, rather than downloading to your local machine. From there, you can choose to either save or print the PDF version of the document.
7/28/2016 9.4.254.2 Enhancement Review Manager

Review rates are now calculated more precisely to help you gain a better understanding of your review progress.

The review rate calculation no longer factors in periods of time when a Tier is complete and has no more documents available to review. For example, if a Tier is completed and expects more incoming documents, the review rate calculation will no longer factor in the time from when the Tier was completed and when more documents were loaded.

7/28/2016 9.4.254.2 Enhancement Services API

You can now programmatically send an Invitation e-mail using the Relativity REST API.

7/28/2016 9.4.254.2 Resolved Defects Analytics Intermediate calculations for margin of error now use 64 bit integers instead of 32 bit integers to make them more robust.
7/28/2016 9.4.254.2 Resolved Defects Authentication Users are now correctly asked to change their password upon login if "User Must Change Password" is set to Yes.
7/28/2016 9.4.254.2 Resolved Defects Fields Relativity now shows the correct mappings on the Source field pop-up instead of showing duplicate mappings when a previous version of Processing is present and the new application with all the catalog fields is installed,
7/28/2016 9.4.254.2 Resolved Defects Fields Relativity has updated and corrected the descriptions for the field catalog.
7/28/2016 9.4.254.2 Resolved Defects Fields

The Sort Date/Time field time of files processed in 9.4 now show the correct time value instead of midnight.

7/28/2016 9.4.254.2 Resolved Defects New UI Framework Mass operations will now successfully execute on hash join-containing retried searches.
7/28/2016 9.4.254.2 Resolved Defects New UI Framework Multi-tenant users can now use the new UI Framework.
7/28/2016 9.4.254.2 Resolved Defects Imaging For Native Imaging, Relativity now correctly images all the content of email messages when running large imaging sets.
7/28/2016 9.4.254.2 Resolved Defects Imaging Relativity no longer displays errors during Native Imaging when files are stored on a file share.
7/28/2016 9.4.254.2 Resolved Defects Import API Dynamic objects created through the Relativity Desktop Client are now correctly audited in the audit table.
7/28/2016 9.4.254.2 Resolved Defects Import API Production imports performed through the Import API in overlay mode now correctly update existing documents.
7/28/2016 9.4.254.2 Resolved Defects Permissions Tenant Admins can now correctly edit group names.
7/28/2016 9.4.254.2 Resolved Defects Processing Relativity Processing now optimizes the thread pool to prevent out of memory errors.
7/28/2016 9.4.254.2 Resolved Defects Processing Queue Manager has been optimized to prevent sporadic Invariant worker crashes and to reduce the load on the Invariant SQL Server.
7/28/2016 9.4.254.2 Resolved Defects Processing Relativity Processing now displays the comments in PowerPoint files in the extracted text.
7/28/2016 9.4.254.2 Resolved Defects Processing Relativity Processing now has a retryable error for password protected 7Z files.
7/28/2016 9.4.254.2 Resolved Defects Processing The Relativity Processing Console now properly displays the Jobs view when there are a large number of rows in the Jobs table.
7/28/2016 9.4.254.2 Resolved Defects Processing Relativity Processing now successfully handles import of custodian names that contain Unicode.
7/28/2016 9.4.254.2 Resolved Defects Productions Production placeholder text is properly aligned when using center or right alignment.
7/28/2016 9.4.254.2 Resolved Defects Viewer A document view audit record is now recorded when opening a document in the stand-alone viewer.
6/29/2016 9.4.224.2 Enhancement Authentication System administrators can now assign multiple authentication methods.
6/29/2016 9.4.224.2 Enhancement Authentication API coverage has been added around the new authentication model, allowing developers to programatically configure authentication providers and users in Relativity.
6/29/2016 9.4.224.2 Enhancement Authentication A secure workflow for setting user passwords has been introduced, called the invitation workflow. Users now will be invited to set up their password when the system administrator creates a new user account, preventing a system administrator from ever knowing the user's password.
6/29/2016 9.4.224.2 Enhancement Authentication Added support for common authentication protocols, including SAML 2.0, Open ID Connect (OIDC), and OAuth2. Using these protocols, you can now authenticate to Relativity via many popular identity providers, such as Okta or Azure Active Directory.
6/29/2016 3.4.16180.9 Enhancement Collection Search Builder now supports the selection/deselection of all active results as well as selection/deselection for the current page of results.
6/29/2016 3.4.16180.9 Resolved Defects Collection SharePoint authentication failure when forward slash omitted from the URL.
6/29/2016 3.4.16180.9 Resolved Defects Collection SharePoint parameter validations are now retried up to 3 times.
6/29/2016 3.4.16180.9 Resolved Defects Collection Excessively long Gmail connection timeouts due to invalid credentials have been eliminated.
6/29/2016 3.4.16180.9 Resolved Defects Collection Occurrences of out of memory exceptions for extremely large data sets when running Scout or Collector have been drastically reduced.
6/29/2016 3.4.16180.9 Resolved Defects Collection Temp files named with “all spaces” no longer cause errors during Scout.
6/29/2016 3.4.16180.9 Resolved Defects Collection Search builder filter widget display no longer cut off when vertical scroll bar appears.
6/29/2016 3.4.16180.9 Resolved Defects Collection RCC Extraction utility no longer errors if a data source name contains illegal characters.
6/29/2016 3.4.16180.9 Resolved Defects Collection Double quotes trimmed from From/To/CC/BCC addresses for email data sources.
6/29/2016 9.4.224.2 Enhancement Data Grid Users can now use the "Is Set" and "Is Not Set" operators when creating filters against Data Grid-enabled fields.
6/29/2016 9.4.224.2 Enhancement Data Grid OCR results can now be written to a Data Grid-enabled long text field.
6/29/2016 9.4.224.2 Enhancement Data Grid The document history and "View Audits" buttons can now be configured to display audits from Data Grid instead of SQL.
6/29/2016 9.4.224.2 Enhancement ECA and Investigation

Relativity new ECA and Investigation feature provides early insights into litigation and investigation data. Data is processed into an ECA and Investigation workspace and users can:

  • Use Relativity’s data visualizations, searching, and analytics functionality, eliminate non-relevant data and get visibility earlier than ever into the size and scope of discovery data to determine the costs and risks associated with a case.
  • Track real-time activity and the progress of your case using a centralized dashboard. This includes the status of incoming processing jobs, the number of documents in the ECA workspace and how they’ve been tagged. You’ll also see what has been promoted to review.
  • Save and reuse prior coding decisions, such as privilege calls, to reduce time and cost.
  • Tag documents as “Include” or “Exclude” and easily promote them to one or multiple review workspaces.

For more information refer to https://www.relativity.com/relativity/ediscovery-resources/release-archives/9-4/

6/29/2016 9.4.224.2 Enhancement New UI Framework The new UI is now enabled for all users on upgrade. Additionally, any new users will have the UI enabled by default. Users will still have the ability to toggle back and forth between UIs on their own.
6/29/2016 9.4.224.2 Enhancement Integration Points

With the release of Relativity ECA and Investigation, a new handler was added to the Relativity Integration Points (RIP) application. In addition to connecting to LDAP enabled systems and other third-party software, you can now use RIP to transfer data from workspace to workspace through a new Relativity source provider. This allows you to move data from ECA and Investigation to one or multiple review workspaces in your environment.

Additional enhancements to RIP include improved error management, status reporting, and audit history.

6/29/2016 9.4.224.2 Enhancement New UI Framework The new list UI is now available on all Admin Mode objects, except for job and upgrade queues.
6/29/2016 9.4.224.2 Enhancement New UI Framework Users can now use the "Is Set" and "Is Not Set" operators when creating filters against Data Grid-enabled fields.
6/29/2016 9.4.224.2 Enhancement New UI Framework OCR results can now be written to a Data Grid-enabled long text field.
6/29/2016 9.4.224.2 Enhancement New UI Framework The document history and "View Audits" buttons can now be configured to display audits from Data Grid instead of SQL.
6/29/2016 9.4.224.2 Enhancement Infrastructure SQL Server 2016 is now supported with Relativity 9.4
6/29/2016 9.4.224.2 Enhancement Infrastructure The Relativity installer is now able to accept UNC paths for database files
6/29/2016 9.4.224.2 Enhancement Objects Two new object rules are available to customize your workflows. These new object rules allow you to override the Edit or View link URLs from the item list.
6/29/2016 9.4.224.2 Enhancement OCR OCR results can now be written directly to the Extracted Text field.
6/29/2016 9.4.224.2 Enhancement Processing You now have the option to designate data sources as permanent file locations per instance, minimizing the amount of data in storage by preventing the number of initial copies of containers created during processing.
6/29/2016 9.4.224.2 Enhancement Processing Extracted Text Size in KB is a new mappable field. This field gets populated with the size (in KB) of the file’s extracted text.
6/29/2016 9.4.224.2 Enhancement Processing A new Field Catalog contains fields that are commonly mapped. Upon creation of a field, you only have to map it once on the Field object. Using the Field Catalog, you can now map any discovered metadata fields. This allows you to create and map fields not included in the catalog without additional development or downtime to upgrade. For more information, see Optional processing fields.
6/29/2016 9.4.224.2 Enhancement Processing Original folder path is now mapped to a document field called “Processing Folder Path” and available for use in the workspace.
6/29/2016 9.4.224.2 Enhancement Processing

Users now have the option to install Microsoft Office 2013 or Microsoft Office 2010.

For optimal performance, we recommend Microsoft Office 2010.

6/29/2016 9.4.224.2 Enhancement Relativity Desktop Client You can now select any mapped long text field to import using text files in the RDC.
6/29/2016 9.4.224.2 Enhancement Relativity Desktop Client A new "Auto-Map Fields" button is available in the Relativity Desktop Client (RDC). This button automatically matches Load File and Workspace Fields that have the same name.
6/29/2016 9.4.224.2 Enhancement Save as PDF Save As PDF is faster for large documents (greater than 10) depending on your environment configuration. The larger your document is, the more resources the system has available for increased throughput.
6/29/2016 9.4.224.2 Enhancement Review

Document conversion in Relativity 9.4 will be handled by a new conversion agent infrastructure that improves overall doc-to-doc and mass conversion performance.

The details for required changes are included in Upgrade Considerations for Relativity 9.4.

6/29/2016 9.4.224.2 Resolved Defects Case Statistics Telemetry metrics that reported less time than actual time now correctly report the accurate time.
6/29/2016 9.4.224.2 Resolved Defects Users The User Status tab now correctly displays the proper time zone for servers not hosted in UNC time.
6/29/2016 9.4.224.2 Enhancement Users When using the RSAPI, all authentication-related fields on the User object now have an Obsolete tag. If an application consuming these APIs has “Treat Warnings as Errors” turned on, this will cause a minor compile-time breaking change.
6/29/2016 9.4.224.2 Enhancement Users All database columns on the User table related to Authentication have been removed.
6/29/2016 9.4.224.2 Resolved Defects Authentication Forms authentication no longer triggers a RequireNonce error upon login.
6/29/2016 9.4.224.2 Resolved Defects Services API Relativity Service Catalog now uses one timer to reset data in the service catalog, instead of a new timer for each request.
6/29/2016 9.4.224.2 Resolved Defects Applications The Application Deployment System now displays an error notification if multi-object fields were not successfully installed during an application upgrade where a field of the same name already exists.
6/29/2016 9.4.224.2 Resolved Defects Imaging Previously, PDF files with with certain Unicode fonts, such as Chinese, Japanese, & Korean characters were imaged as square boxes. Relativity now maps these fonts with system fonts and correctly images these PDF files.
6/29/2016 9.4.224.2 Resolved Defects Imaging Non system admins now can retry conversion for failed documents
6/29/2016 9.4.224.2 Resolved Defects Processing Relativity now has a configurable timeout value for Excel files in the AppSettings table in Invariant.
6/29/2016 9.4.224.2 Resolved Defects Processing Relativity Processing now utilizes the existing thread pool to prevent out of memory errors.
6/29/2016 9.4.224.2 Resolved Defects Processing Worker processes are now managed and cleaned up correctly on the worker server.
6/29/2016 9.4.224.2 Resolved Defects Save as PDF Fixed a defect where workspace with field named GUID in the Document object caused an error on any "Save as PDF" action (from the viewer or mass operations) from Image or Production Images.
5/25/2016 9.3.418.9 Enhancement Assisted Review Margin of Error calculations for Precision and Recall are now available in Control Set Statistics and Project Summary reports within Assisted Review.
5/25/2016 9.3.418.9 Enhancement Choices The Choices UI has been redesigned and new features such as inline editing, mass choice creation and drag-and-drop reordering allow for easy choice creation and management.
5/25/2016 9.3.418.9 Enhancement Data Grid Querying for Data Grid text using the "Is Set" and "Is Not Set" operators is now supported in the Relativity Services API, REST API, and ObjectQuery API.
5/25/2016 9.3.418.9 Enhancement UI Framework Keyboard shortcuts are now supported on all modals in the new UI. Using Shift + Enter will automatically perform the positive action (i.e., Apply) on a modal, while the Escape key will cancel and close the modal.
5/25/2016 9.3.418.9 Enhancement UI Framework Filtering is now supported on the Pivot Table mode in the new UI. Users can filter on any numeric value in order to limit results.
5/25/2016 9.3.418.9 Enhancement UI Framework The new UI framework is now enabled on Search Indexes, Object Type, and Scripts workspace system objects.
5/25/2016 9.3.418.9 Enhancement UI Framework Added support for new operators to grid filtering in the new UI framework. ( >=, <=, =, %, _, and BETWEEN).
5/25/2016 9.3.418.9 Resolved Defects Analytics Applying index searches in the new Doc List no longer results in errors when navigating between the viewer and list views.
5/25/2016 9.3.418.9 Resolved Defects Analytics Sampling when relational items are enabled now works consistently between Classic and the new UI framework.
5/25/2016 9.3.418.9 Resolved Defects Analytics Workspaces now successfully upgrade the RAR application from 9.2 to 9.3 without having to retry errors.
5/25/2016 9.3.418.9 Resolved Defects Applications ADS Application upgrades now properly flush old service routes.
5/25/2016 9.3.418.9 Resolved Defects Authentication An issue with Relativity User Load Balancing that intermittently caused users to be immediately logged out after authenticating has been resolved.
5/25/2016 9.3.418.9 Resolved Defects Data Grid Updates to Data Grid long text fields now produce an audit containing the old and new values of the field.
5/25/2016 9.3.418.9 Resolved Defects Imaging Relativity now correctly identifies a text document with Unicode characters, such as Chinese, Japanese, and Korean characters, upon import. This allows proper imaging and display of these characters.
5/25/2016 9.3.418.9 Resolved Defects Imaging Relativity now has a new configurable timeout to prevent an issue where imaging Excel documents could result in missing pages.
5/25/2016 9.3.418.9 Resolved Defects Layouts When using Chrome version 49 and higher, the layout builder now allows you to successfully select individual fields.
5/25/2016 9.3.418.9 Resolved Defects Processing Relativity Processing now correctly inventories and discovers multi-part E01 files and inventory also no longer fails if a folder is inaccessible.
5/25/2016 9.3.418.9 Resolved Defects Processing Resolved issue in Inventory that displayed errors when containers within containers were processed.
5/25/2016 9.3.418.9 Resolved Defects Processing Added an “Excel/Timeout” AppSetting, so that the Invariant Excel timeout can be modified if necessary.
5/25/2016 9.3.418.9 Resolved Defects API Filtering now supports the MonthOf query.
5/25/2016 9.3.418.9 Resolved Defects Services API An issue with the ProcessingModule API that prevented custodians from being created correctly was resolved.
5/25/2016 9.3.418.9 Resolved Defects Tabs The User Status tab now correctly adds and deletes statuses behind and ahead of the UTC time zone.
4/27/2016 9.3.389.9 Enhancement Analytics You can now combine cluster visualization with the new document list for more powerful data analysis. You can investigate your cluster and search through your data by interacting with other dashboard charts.
4/27/2016 9.3.389.9 Enhancement Data Grid Querying for Data Grid text using the "Is Like" operator is now supported in the Relativity Services API, REST API, and ObjectQuery API.
4/27/2016 9.3.389.9 Enhancement Data Grid Updating Data Grid text is now supported using the Relativity Services API and REST API.
4/27/2016 9.3.389.9 Enhancement Data Grid for Audit The Data Grid for Audit application now includes a default dashboard upon installation and upgrade.
4/27/2016 9.3.389.9 Enhancement Layouts Field names now wrap if they exceed the width of the "Fields" list in the layout builder.
4/27/2016 9.3.389.9 Enhancement Processing Processing now uses Invariant 4.3.390.3.
4/27/2016 9.3.389.9 Enhancement Processing The Processing Data Source view at the bottom of the Processing Set layout now includes the Document numbering prefix field.
4/27/2016 9.3.389.9 Enhancement Processing The Message Field, Processing Phase, and Error Status fields on the Processing Error object are now open to associations, which allows users to switch between the document level and job level errors layouts.
4/27/2016 9.3.389.9 Enhancement Review manager A reviewer now accrues an overturn on the Reviewer Overturns Report if their coding decision has been overwritten by another coding decision on the report's overturn field.
4/27/2016 9.3.389.9 Enhancement Review manager The Reviewer Overturns Report now counts the number of reviews based on the number of edits made on the report's overturn field.
4/27/2016 9.3.389.9 Enhancement Review manager New labels and styling on the Forecast Summary Report and Insight Summary Report now make the charts' information easier to understand.
4/27/2016 9.3.389.9 Enhancement UI Framework The new UI is now enabled on workspace system objects, excluding History, Object Type, Scripts, Search Indexes, Summary Reports, and User Status.
4/27/2016 9.3.389.9 Enhancement UI Framework Column filters are now available on the new UI. With column filters, you can now filter directly in the item list, and the new conditions will be applied on top of any relational field.
4/27/2016 9.3.389.9 Enhancement UI Framework You can now drag one filter card on top of another to automatically create a logic group.
4/27/2016 9.3.389.9 Enhancement UI Framework Pivot settings in the new UI now have new options for Return Group By and Pivot On Results, which limit the results returned in a chart. This will allow you to limit the data displayed in a chart by specifying a Top or Bottom value.
4/27/2016 9.3.389.9 Resolved Defects Analytics The saved search for RAR documents can now use Data Grid as a search provider.
4/27/2016 9.3.389.9 Resolved Defects Applications Single quotes around the constant in queries containing HasPermissionByArtifactTypeID check now work properly.
4/27/2016 3.3.16113.2 Enhancement Collection

The Custodian layout now provides a Custodian Type field, which allows you to select either an Entity or a Person as the custodian of the data you wish to collect.

4/27/2016 3.3.16113.2 Resolved Defects Collection

Exchange and Gmail accounts can now be scouted from a machine running OS X.

4/27/2016 3.3.16113.2 Resolved Defects Collection

Long email attachment lists no longer cause Scout to error out.

4/27/2016 3.3.16113.2 Resolved Defects Collection

Scouting the Exchange/Office 365 'Deleted Items' no longer fails on unread text messages as email.

4/27/2016 9.3.389.9 Resolved Defects Data Grid The Data Grid queue now correctly maintains only one binding, preventing errors during Processing ingestion.
4/27/2016 9.3.389.9 Resolved Defects Data Grid Structured Analytics operations against Data Grid text no longer cause errors as a result of opening too many connections to Data Grid.
4/27/2016 9.3.389.9 Resolved Defects Fields Filtering on fixed length field now returns accurate results for large numbers of items.