Copy redactions across workspaces

The Copy Redactions Across Workspaces solution copies redactions placed on images from a source markup set to a destination markup set in a separate workspace. This solution does not copy redactions to native files.

To download the solution files, visit the Relativity Community.

Before you begin

The Copy Redactions Across Workspaces solution copies redactions from a source markup set to a destination markup set in a separate workspace. The solution does not remove original redactions. It only appends new ones to the selected destination set.

Supported versions

This script is supported in Relativity 8.0 – Server 2023 and RelativityOne.

Some versions of this application may not be eligible for support by Customer Support. For more information, see the Version support policy.

Solution version	Supported Relativity version
4.4.0.1	9.4.254.2 - Server 2023, RelativityOne
4.2	9.4 - 9.4.224.2
4.1	8.0 - 9.3

Components

This solution consists of the following components:

• Relativity scripts that run at the workspace level.
• Relativity script that runs at the admin level.

Considerations

• These scripts should only be run by a system admin. If you are not a system admin, we do not recommend running these scripts.
• The results of the script cannot be undone. We recommend that you create a back-up copy of all redactions before you run the solution.
• If there are no redactions in the selected markup set for the Source Markup Set input, no documents are affected.
• The saved search used as inputs to the Read Source Markup Set script and Write Destination Markup Set script need to have images. Otherwise no documents are affected.
• This solution doesn't support client domains (multi-tenancy) or Data Grid.

Deploying and configuring the solution

To deploy the solution, you first add it to the Application Library as a Relativity application. You can then install it from the Application Library to one or more workspaces.

Note: This script runs from the Admin level, you must install this application into a workspace for it to appear in the Script Library (at the instance level).

To add the solution to the Application Library:

1. Log in to Relativity.
2. Navigate to the Application Library tab.
3. Click New Library Application.
4. Either click Select File, or drag and drop the file into the Application.
5. Navigate to and select the application file included in the solution, and then click Open.
6. Click Save to upload the file to the Application Library.

To add the solution to a workspace:

1. In the Workspaces Installed section, click Select to install the application to one or more workspaces.
2. Select the workspace(s) where you want to install the application, and then click the Move selected left to right icon.
3. Click Apply.
   The application is installed to the selected workspace(s). A list of workspace(s) where the application has been installed displays in the Workspaces Installed section.

Running the solution

After you deploy the solution, you can configure and run each solution in its respective workspace.

Note: There should only be one instance of the solution running at a time. If you run multiple instances of the solution at the same time, the results may be unreliable.

Running the Setup script

The Copy Redactions Across Workspaces - Setup script only needs to be run once in the admin workspace to begin using this application.

1. Navigate to the Relativity Script Library tab.
2. Find and select Copy Redactions Across Workspaces - Setup.
3. Click Run Script in the Action console.
4. Click Run and then Accept.

Running the Read Source Markup Set script

Run the Read Source Markup Set script in the workspace which you are copying redactions from.

1. In the workspace which you are copying redactions from, navigate to the Scripts tab.
2. Click Run in the row of the Copy Redactions Across Workspaces - Read Source Markup Set script.
3. Complete the following fields:
   • Source Document Set – Select the saved search that contains a list of documents you wish to execute upon.
   • Doc Identifier – Select the fixed-length text field that contains the Document Identifier field.
   • Source Markup Set – Select the markup set field that you would like to copy the redactions from.
4. Click Run and then Accept.

Running the Write Destination Markup Set script

Run the Write Destination Markup Set script in the workspace which you are copying redactions to.

1. In the workspace which you are copying redactions to, navigate to the Scripts tab.
2. Click Run in the row of the Copy Redactions Across Workspaces - Write Destination Markup Set script.
3. Complete the following fields:
   • Dest. Document Set – Select the saved search that contains a list of documents you wish to execute upon.
   • Doc Identifier – Select the fixed-length field that contains the Document Identifier field.
   • Dest. Markup Set – Select the markup set field that you would like to copy the redactions to.
4. Click Run and then Accept.

Viewing the results

After you run the solution by running the Read Source Markup Set script, the results appear as a report on the script page. The report includes a list that indicates how many markup sets have successfully been copied.

After you run the solution by running the Write Destination Markup Set script, the results appear as a report on the script page. The report includes a list that indicates how many markup sets have successfully been copied.