ARM configuration

ARM configuration covers archive storage locations and email notification preferences. In the new UI, which is the default experience for all users, you carry out this configuration directly in the Archive and Restore job creation workflows. There is no separate configuration page to set up before you start using ARM.

Configuration in the new UI

The new ARM UI embeds all necessary setup into the job creation flow. You do not need to configure archive locations or notification recipients in advance.

ARM archive locations

Archive locations are discovered automatically. There is no manual path registration required. Any archive placed directly in the ARM directory, or inside a subfolder one level deep within that directory, appears automatically in the list of available archives when creating a Restore job. For details on how to select archive locations during restoration, see Creating and running a Restore job.

Email notifications

Email notification preferences are configured per-job at the time you create an Archive or Restore job. You can specify recipients and choose which job events–started, paused, canceled, errored, succeeded–trigger a notification. For details on available notification settings, see Configuring notifications for an ARM job.

Configuration in the legacy UI

If your ARM tab shows the new job creation experience, you are already using the new UI and this section does not apply to you. The old ARM UI is deprecated and access is tightly restricted, granted only on an individual, case-by-case basis.

To access ARM configuration in the old UI:

Use tabs, search, or the quick nav bar to navigate to ARM tab.
Select the Configuration tab.
Click Edit.

ARM archive locations

Consider the following before adding an archive location:

You can configure one or more archive locations for creating Archive and Restore jobs.
Archive locations are configured as UNC paths requiring full read and write access by ARM agents. Each path can be used when creating Archive jobs.
Archives stored at a configured path become automatically available for Restore jobs.
To restore an archive to a Relativity environment different from the archive source, configure the archive path on the target environment before it is available for selection in the Restore job.
Place all ARM shares at the root level of any server drive. For example, \\SERVERNAME\ARMShare. You may create multiple shares, keeping them all at the root level.

To create a new archive location, click Add. Use the trashcan icon to remove an entry.

Email notifications

You can add event-level notifications for one or multiple users. You can configure each email address individually to receive an email notification when an Archive and Restore job is started, paused, or canceled, or when a job completes successfully or fails in error.

To create a new email notification setting:

In the Email field, enter the email address of the person who should receive the notifications.
Select the checkboxes for appropriate actions.
- Started—an email is sent when the job starts.
- Paused—an email is sent when the job is paused by a user.
- Canceled—an email is sent when the job is canceled by a user.
- Errored—an email is sent when the job encounters an error from which it cannot recover.
- Succeeded—an email is sent when the job completes successfully.
- Workspace Visible—an email is sent when the workspace is already visible on the list of workspaces but cannot be used yet.
Click Add. The settings you specified appear in the Email Notification Settings section.