Getting started in Relativity aiR (RelativityOne)

Welcome to Relativity aiR. Before you start reviewing documents, Relativity aiR requires you to complete setup tasks. If you're a Relativity aiR system admin, review the information below and follow the required procedures to get started.

See these related pages:

• Technical aspects and requirements
• Navigation
• Managing data
• Managing workspaces
• Managing users and groups
• Managing security and permissions
• Transitioning from Relativity Server to Relativity aiR

Relativity aiR introductory training

Elevate your knowledge with Relativity learning. A few of the introductory courses include:

• Introduction to Relativity
• Admin Foundations I: Case Administration
• Admin Foundations II: Review Optimization
• Data Management Ask the Expert: What's New in Relativity aiR
• Data Migration Foundations: Relativity aiR to Relativity aiR
• Data Migration Foundations: Server to Relativity aiR
• Processing Foundations: Setup, Workflows, Publishing, & Error Resolution
• Review Foundations

Technical readiness

Before getting started in your Relativity aiR instance, review the Relativity aiR technical overview. Ensure the necessary configuration and setup for both network access and workstation configuration is correct.

Setting up Relativity aiR

Review the following areas when setting up your Relativity aiR environment.

1. Logging into Relativity aiR
   • Logging into Relativity aiR
   • Configure your users and their permissions with security settings.
2. Create a client which you will link with users and the matter.
3. Define your case by creating a matter.
4. Add Workspace security.
5. Create your workspace to begin working with case documents.
6. Select one of the following built-in template workspaces:
   • Relativity aiR blank template
   • Relativity aiR ECA template
   • Relativity aiR Investigations template
   • Relativity aiR Review template

You and your team can now use Relativity aiR.

Transferring data to Relativity aiR

Before transferring data to Relativity aiR,

• Review the Data migration topic to understand the various options for data migration to the cloud that exist for our new Relativity aiR customers.
• Review the Data transfer topic for an overview of the Data Transfer tools you have access to.

Navigating Relativity aiR

Reviewers generally work within workspaces, while system admins usually work both within workspaces and from within the admin area, Home button.

The following will help familiarize you with the Review Interface.

• User options
• Review Interface

For system admins, you can use these landing pages to explore different applications within Relativity aiR.

• Analytics
• Collect
• Integration Points
• Legal Hold
• Processing
• Production
• Review
• Review Center
• Supporting applications

Relativity aiR downtime windows

The advantage to Relativity aiR is that we maintain and upgrade your software to ensure that your business operations in Relativity aiR run smoothly. It also makes sure that you always have access to the latest features and defect fixes. We require regular downtime windows to do this, typically during non-business hours. See Relativity aiR maintenance downtime windows for more information on this schedule.

Session idle time limits

Relativity times out user sessions if the screen remains idle for a period of time. The session idle time in Relativity aiR Commercial is set to 60 minutes. The session idle time in Relativity aiR Government is set to 15 minutes. This value is set to 15 minutes in order to meet our federal compliance obligations under FedRAMP, specifically FedRAMP control AC-12. This value cannot be adjusted.

Relativity aiR repository workspace

When installed to an existing workspace, the Relativity aiR repository workspace application converts the workspace into a more streamlined version for performing early case assessment (ECA) on processed data. This limited workspace is equipped with Relativity functionality you need for early case assessment while providing more cost-effective pricing for storing data that may not be actively used in a case.

You cannot use a repository workspace for review or production purposes.

See Relativity aiR repository workspace.

Solutions

Customize and optimize your Relativity environments using these white papers, solutions, and custom recipes.

• Solutions—Solutions provide targeted training that helps you solve a business challenge you are facing using Relativity.
• Knowledge base articles—the Community knowledge base contains workflow-based solutions for common tasks in Relativity. The pages lists key articles by feature set, and more are available on the Community site.
• White Papers—these white papers created by the Relativity Marketing team explain various e-discovery topics related to Relativity.

Other resources

Use the following items to learn more about Relativity aiR or troubleshoot issues:

• Watch tutorials—Relativity provides video tutorials to teach you the basics of Relativity and its features. You can find the tutorials on the Relativity Learning site.
• Relativity Community—the Relativity Community is a collection of ideas, discussions, documentation, reports, articles and support tickets that Relativity clients can use to improve their knowledge of the application. Log in to the Relativity Community to search through the numerous resources available to you.
• Relativity Support team—if you need technical assistance or help troubleshooting an issue you are having, please contact our Support team through our Support page.

Relativity treats all customer data as sensitive and confidential. Relativity Support does not accept any customer data from clients for use in Relativity software troubleshooting or software development without explicit permissions from the client. In the rare case where customer data is necessary to troubleshoot the issue, we will contain the document troubleshooting in the Relativity aiR environment on secure region-specific Relativity aiR Jumpboxes.