Upgrade Readiness

This page explains the key changes in Aero UI and provides details on how you can best prepare for the release. Below you can find resources to learn and prepare for upgrade as well as informs you of changes to be aware of before upgrading. The major updates coming with Aero UI include:

New Document Viewer - We’ve modernized the viewer to offer you faster performance and navigation throughout your review, including faster doc-to-doc speeds and cleaned-up icons and text.
Modernized Platform - We've restyled pages across the platform to look and feel more contemporary, including usability improvement through clearer button definition, fewer items on the screen by default, and more obvious page hierarchy. We’ve also refined our architecture to improve speed and performance across the platform.
New Tab Navigation - We want to make it simpler for users to know where to go next. In Aero UI, administrators can configure bucket tabs into categories so that users can easily access the tabs they need for a given workflow while leaving other tabs visible only in a new All Tabs menu.
Automated Workflows (not released immediately with launch of Aero UI) - RelativityOne workspace admins can create and templatize their own automated workflows, eliminating manual steps, waiting, and “babysitting” time completely. The first release will feature automation of dtSearch index builds and Search Terms Report updates with additional actions added quickly after.

Note: An additional 2 hours will be needed for extended maintenance windows on the Lanceleaf 11.2 (Aero) release dates as noted below. Please refer to RelativityOne release cadence and downtime windows for the latest information.

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August 15

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Pre-Upgrade Activities

Learn
Take Action
  • Confirm Viewer Toggle Preference – Because specific third-party Viewer integrations may not yet be updated to work with the Relativity Review (Aero Viewer), you can toggle back and forth between the Classic (HTML) document viewer and the new Aero document viewer. With that said, the new Relativity Review (Aero Viewer) is strongly recommended for performance and usability reasons. Decide whether you want reviewers to be able to switch back to the previous document Viewer if unsupported Viewer applications are required for their workflow. If so:
    • Ensure that users have the proper permissions enabled from the Users tab – Change Settings and Change Document Viewer.
    • Ensure that users understand how they can toggle back and forth between the two – Relativity Review (Aero Viewer) and HTML (Classic Viewer).
  • Confirm Workspace Tab Format Preference – Upon Aero upgrade, all workspace tabs will be moved from the tab strip (top) to the side bar (left) by default. Based on that default behavior, decide which of the following approaches to take in workspaces post upgrade:
    • Option 1 - Leave the default tab setup for users on day 1: With no administrator action taken, users logging into your RelativityOne instance the Monday after upgrade will see all their tabs moved from the tab strip to the side bar. On or after day 1, case administrators can go into cases and update tab structure using the standard workflow (updating via Tabs tab) or can use the Tab Sync application to update tabs across multiple workspaces at once.
    • Option 2 (only for accounts with an Current Sandbox): Update tabs in existing workspace before day 1 – It may be desired that users who log into your RelativityOne instance the Monday after upgrade experience Aero using a different/more custom tab setup than the Aero default tab setup. If your account has access to a RelativityOne Current Sandbox, administrators can perform some updates prior to the Aero upgrade and other updates on the Sunday between the upgrade and when users first access the instance on Monday morning:
    • Note: the tabs in your sandbox will be migrated differently than your production instance. Workspaces in your production instance will have all first level tabs moved to the sidebar in the same order as they were pre upgrade.

      • (Prior to Upgrade) Use the ARM tool to archive and restore production workspace templates into your RelativityOne Current Sandbox, which is running Aero.

      • (Prior to Upgrade) Go through each workspace template that you have restored and update each to optimally take advantage of the new tab side bar and the new All Tabs menu (see Aero Tab Navigation Best Practices).
      • (Prior to Upgrade) Run ARM to archive the updated workspace templates from your Current Sandbox and place the archives in a location accessible to the production instance.

      • (Between Upgrade and When Users First Login) Restore these templates back to production to either (1) replace old production templates or (2) use them as the source workspace when running the Tab Sync application (more information on this application coming soon).
  • Confirm Third-Party Application Compatibility – Confirm with your Relativity Customer Success Manager whether any of your custom Relativity Event Handlers are going to be unsupported in Aero.
  • Test Internal Applications (if Current Sandbox is available) – Per upgrade best practice, test all internally-developed Relativity applications in your Current Sandbox prior to Aero upgrade.
  • Schedule “Aero Best Practice Session” - Work with your Relativity Customer Success Manager to schedule an “Aero Best Practice Day” with the Relativity Solutions Team. During this meeting, Relativity will advise on how to best prepare your team’s specific workflows for Aero.
  • Log into Preview – Check out your preview instance to get a feel for Aero UI. You can explore the new UI and get a sense for what your instance will be like upon upgrade.
    • If you’re having issues accessing your preview instance, check out this post on the community to learn how to update your settings.

Post-Upgrade Activities

  • Update Tab Setup in Active Workspaces & Templates - Upon upgrading to Aero, all workspaces will have their tabs automatically updated to use the new Tab Side Bar (see Upgrade Consideration below for more details). We strongly recommend the following updates:
    • Update each case template so that the tab side bar and All Tabs menu are optimally used (or restore the template cases that you have already updated from your Current Sandbox prior to Aero upgrade).
    • Run the Tab Sync application to update the tab setup of existing workspaces to match the ideal tab setup that you have created in your templates (more information on this application coming soon).
    • Update Instance-level tabs so that the tab side bar and All Tabs menu are optimally used.
  • Update widgets spacing on template dashboards - The spacing of widgets on a dashboard list page is different in Aero, so make sure that you check common list page dashboards (especially those in templates) to ensure that widgets are using the space as expected after the upgrade.
  • Update fields on layouts in template cases - The spacing of categories and fields in the document coding panel layout is different in Aero, so make sure you check common layouts (especially those in templates) to ensure that the expected information is presented without scrolling.

Upgrade Considerations

  • Aero introduces several breaking changes to existing APIs, which may break existing applications. View our Developer documentation for more details on API changes.

  • Users cannot toggle back to the pre-Aero UI. The only aspect of Aero UI that can be toggled is the document Viewer on a user-level (see note on Confirm Viewer Toggle Preference above for instructions)
  • The Default Sidebar Tab Icon Mappings shows the icons which will be automatically assigned to sidebar tabs that get created from the upgrade to Aero UI.
  • Upon upgrading to Aero, all workspaces will have their tabs automatically updated to use the new tab side bar such that the default orientation of workspace tabs will move from the tab strip (top) to the side bar (left) (all order values retained). Clicking a parent tab on the side bar will then display children tabs on the tab strip. Example workspace before/after upgrade.

    • Before Aero UI upgrade (tabs at the top)

      Aero tabs

    • After Aero UI upgrade (tabs flipped to the Sidebar, child tabs at top)
  • The Relativity Automated Workflows application will be not be available immediately after the Aero upgrade but will be released separately after the release.
  • The following supported browser changes apply:
    • Microsoft Edge 79 and above (Chromium version)- now providing full support for Microsoft Edge based on Chromium on for MACs and PCs. However, we don’t support Microsoft Edge prior to version 79.
    • Chrome, Firefox, and Safari – the latest versions of these browsers are fully supported by Relativity. Users can run older versions of these browsers, but we can’t guarantee the same experience as the most recent browser build.
    • Internet Explorer 11 - moves to a new limited support model. While you can still access Relativity with IE 11, you may experience issues due to the limitations of this legacy web browser. In 2021, support for IE 11 may be discontinued.
  • The Workspace Portal tab has been replaced by a new Workspaces tab. Workspaces that were pinned on the Workspace Portal will now be pinned on the Workspaces Tab after upgrade.
  • By default, the document Viewer always shows all Viewer types for a document, even if the document does not have that specific type available (e.g. showing Image radio button when there is no image). If a user clicks on a Viewer type that is empty for a document, they will receive a message that the document does not have that type available. The Instance Setting, ViewerVisibilityWithoutContentForRelativityReview, can be updated so that, for all workspaces, the Viewer only shows types that are actually available for each document.
  • Different RelativityOne accounts will be upgrading to Aero UI on different weekends beginning in August 2020. Check out the Release Calendar for the latest timing on your Production Upgrade.

  • The workspace page contains the ability to pin and favorite workspaces for quick access, similar to the functionality in the workspace portal. After the upgrade to Aero, admins must add the pin column to applicable workspace views in order for users to pin workspaces.

Initial Aero limitations

The following Viewer features will not be available immediately upon upgrade to Aero UI but will be added in a subsequent release:

  • Replace Natives/Images
  • Swap Panes
  • Transcripts Viewer
  • Standalone Viewer (from list pages)
  • Document Skip in the coding panel

The following pages will still work as expected but will not be styled in Aero UI immediately upon upgrade to Aero UI:

  • Productions layouts
  • Legal Hold pages
  • Analytics pages
  • Case Dynamics pages (including Case Dynamics coding panel)
  • Other pages with low traffic

The following features are deprecated with the Aero UI:

  • ActiveX Document Viewer - User accounts with ActiveX set as their Document Viewer preference will be automatically updated to Default during upgrade. Users needing document print capabilities should use the PDF functionality to PDF and then print.
  • Bandwidth Tester in the Viewer - For troubleshooting internet connections, users should visit one of many popular bandwidth testing websites.
  • Alerts message for System Administrators - In RelativityOne, all infrastructure-related items are managed behind the scenes and no longer require end-user alerting.
  • Sample-Based Learning in Relativity Review (Aero Viewer) - Reviewers using the Relativity Review (Aero Viewer) will not be able to run review using Sample-Based Active Learning. Instead, teams should use Active Learning.