Promoting data with Integration Points

Once you've tagged documents for inclusion in and/or exclusion from the data you want to promote for review, you can access Integration Points to start the job or jobs that will send those documents to the review workspace.

This topic provides details on Relativity Integration Points as it is used in an ECA and Investigation workflow only. For information, see Relativity Integration Points.

This page contains the following information:

Note: For workspace-to-workspace integration points, Relativity supports transfers across the Document object only and not other RDO's.

Special considerations - job batches for large sync workflows

We recommend configuring integration point jobs into batches for large sync workflows. The following are recommendations when creating job batches:

  • Document count should be no more than 500k documents in a single batch.
  • When including extracted text as a mapped field in the integration point job, the sum of the extracted text in the batch should not exceed 25 GBs.
  • The recommended number of fields to be mapped should be no greater than 100, but it is best to map as few long text fields as possible.
  • When using the append/overlay or overlay only configuration, the batch size recommendations should be half the amount described above, specifically:
    • 250k document count
    • 12.5 GBs extracted text sum
  • Choices names that contain restricted characters like hyphen (-), forward slash (/), or semicolon (;) are only supported in native push jobs. The restricted characters are not supported in integration points configured for images push, production set push, and retried jobs.

Working with promoted documents

To view the documents you promoted to the review workspace, perform the following steps:

  1. Navigate to the destination workspace.
  2. Select the Saved Search browser and select the search you created to bring back documents that were promoted from ECA.
  3. Note the following ECA-relevant fields on the promoted-from ECA saved search view:
    • Relativity Source Case - the name of the workspace in which you tagged documents for inclusion and exclusion and from which you promoted your tagged documents to the review workspace.
    • Relativity Source Job - the name of the Integration Point that you used to promote tagged documents to the review workspace.

You can now review these documents and apply coding decisions for responsiveness and/or issues designation.

Reusing coding decisions

You can re-use the coding decisions you made on reviewed documents and promote them back into the ECA workspace through another Integration Point. For example, you could run another promote job to conduct a privilege overlay on documents in the source workspace.

To do this, perform the following steps:

  1. Select the saved search you created to promote documents back to the ECA (source) workspace.
  2. Navigate to the Integration Points tab.
  3. Create a new integration point that specifies the following values, which differ from those you entered for the promote job you ran previously:
    1. Destination Workspace - select the original source workspace, specifically the workspace from which you previously promoted documents to the review workspace.
    2. Saved Search - select the saved search you created to promote documents back to the ECA (source) workspace.
    3. Field Mappings - map only Control Number (Object Identifier) and Privilege Designation.
    4. Overwrite - select Overlay Only.
  4. Click Run.
  5. Navigate to the ECA Dashboard and select the promoted-from-review saved search.
  6. In the widgets drop-down list, select Coding Values. Note that the widgets and document list in this dashboard reflect the coding decisions that were applied to each document in the review workspace.

Performance baselines

The following table presents performance baselines for using the Relativity provider in Integration Points to promote documents and metadata between workspaces.

To better identify RIP capabilities of exporting data between workspaces the testing sets of RIP jobs were divided into three bucket categories: small, medium and large.

The jobs which yielded the following metrics were performed on a basic test environment of Relativity. Due to differences in data, infrastructure, and configuration, these should not be used as a benchmark of what you expect to see in a production environment. The results may not scale linearly.

Small Medium Large
Size 10-50 MB
Records max 200
Fields max 200
Append Only
Duration 1-2 minutes
Size 51-1500 MB (natives)
Extracted text - null
Records max 5K
Fields max 300
Append only
Duration 2.30 min
Size 25GB (natives)
Records max 500K
Extracted text - null
Fields max 100
Append only
Duration 115min
  Size 51-1500 MB (extracted text)
Records max 50K
Fields max 300
Append only
Duration 11 min
Size 200GB (natives)
Records max 250K
Extracted text - null
Fields max 200
Append only
Duration 8hrs
  Size 51-1500 MB (extracted text)
Records max 50K
Fields max 300
Overlay only
Duration 4.5hrs
Size 12.5GB (natives)
Records max 250K
Extracted text - null
Fields max 100
Overlay only
Duration 4 hrs
Set Number Copy Natives Files Setting Overwrite Setting Total Size Natives Metadata Extracted Text Records Fields Duration (seconds)
Small 1c Physical Files Append Only 50 MB 50 MB 3 MB 1 MB 100 190 58.33
Small 2b Physical Files Append Only 30 MB 30 MB 3 MB 1 MB 200 85 58.45
Small 3c Physical Files Append Only

10 MB

10 MB

3 MB 1 MB 100 190 61.87
Medium 1 Links Only Append Only 600 MB 0 600 MB 0 30,000 200 319.81
Medium 2 No Append Only ~1.5 GB 0 ~5 MB 1.5 GB 50,000 2 15644.38
Medium 2a No Append Only ~1.5 GB 0 ~5 MB 1.5 GB 50,000 2 663.66
Medium 3 Physical Files Append Only ~1.55 GB 1.5 GB ~50 MB 0 5,000 100 124.13
Medium 4 Physical Files Append Only ~1.65 GB 1.5 GB ~150 MB 0 5,000 300 133.48
Large 1 Links Only Append Only ~9 GB 0 ~9 GB 0 250,000 350 7569
Large 3 Physical Files Append Only ~30 GB 25 GB ~5 GB 0 500,000 100 6909
Large 4 Physical Files Append Only ~37.5 GB 12.5 GB ~2.5 GB 0 250,000 100 14831
Large 5 Physical Files Append Only ~205 GB 200 GB ~5 GB 0 250,000 200 29256