

Note: We’ve streamlined our Staging boundaries to more effectively separate staging data from workspace and system data. With this change, you can no longer write to or access data outside of the four defined staging area folders. The four defined staging area folders: ARM, ProcessingSource, StructuredData, and TenantVM.
Folders removed in the update include FTA, Temp, Export, and dtSearch. In addition to any other folders you manually created. Refer to the
Since Integration Points uses the ADS framework, you have the following options available for installing Integration Points in your environment.
Once you install Integration Points application, the necessary Integration Points agents will be deployed automatically.
The following tables provide detailed breakdowns of the security permissions required to use Integration Points.
To submit a job for a non-Relativity source provider (FTP, LDAP, or Load File) and display console errors for that job, you need the following permissions:
Workspace |
Object/operation/tab |
Permission type |
---|---|---|
Source |
Workspace |
View, Edit, Add |
Source |
Integration point |
View |
Source |
Job History |
View, Edit, Add |
Source |
Destination Provider |
View |
Source |
Source Provider |
View |
Source |
Integration Point Type |
View |
Destination |
Destination RDO |
View, Edit, Add |
Destination |
Allow Import |
Admin operation |
To submit a job with Relativity as the source provider and display console errors for that job, you need the following permissions:
Workspace |
Object/operation/tab |
Permission type |
---|---|---|
Source |
Workspace |
View, Edit, Add |
Source |
Integration point |
View |
Source |
Job History |
View, Edit, Add |
Source |
Destination Provider |
View |
Source |
Source Provider |
View |
Source |
Integration Point Type |
View |
Source |
Document |
View, Edit |
Source |
Search |
View, Edit, Add |
Source |
Advanced & Saved Searches
|
Browser |
Source | Tab Visibility | Workspace Details |
Destination |
Destination Workspace |
View, Edit, Add |
Destination |
Allow Export |
Admin operation |
Destination | Tab Visibility | Workspace Details |
If you are creating an integration point for a non-Relativity source provider (FTP, LDAP, or Load File), Relativity assumes you have the following system admin permissions:
Workspace |
Object/operation/tab |
Permission type |
---|---|---|
Source |
Integration point |
View, Edit
|
Source |
Job History |
View, Edit, Add |
Source |
Job History Error |
View, Edit, Add
|
If you are creating an integration point with Relativity as the source provider, Relativity assumes you have the following system admin permissions:
Workspace |
Object/operation/tab |
Permission type |
---|---|---|
Source |
Destination workspace |
View, Edit, Add
|
Destination |
Manage Object Types
|
Admin operation |
Destination |
Source workspace |
Add, Edit
|
Destination |
Source job |
Add |
To view an integration point with any source provider, you need the following permissions:
Workspace |
Object/operation/tab |
Permission type |
---|---|---|
Source |
Job History |
View |
Source |
Integration point |
View |
Source |
Integration point type |
View |
To create and edit an integration point with any source provider, you need the following permissions:
Workspace |
Object/operation/tab |
Permission type |
---|---|---|
Source |
Integration point |
View, Edit, Add
|
Source |
Integration point type |
View |
Destination |
Allow Import |
Admin operation |
To create an integration point with a Relativity source provider, you need the following permissions:
Workspace |
Object/operation/tab |
Permission type |
---|---|---|
Source |
Allow Import |
Admin operation |
To create an integration point with any source provider from an integration point profile, you need the following permissions:
Workspace |
Object/operation/tab |
Permission type |
---|---|---|
Source |
Integration point profile |
View |
To view any integration point profile, you need the following permissions:
Workspace |
Object/operation/tab |
Permission type |
---|---|---|
Source |
Integration point profile |
View |
Source |
Source provider |
View |
Source |
Destination provider |
View |
Source |
Integration point type |
View |
To create and edit an integration points profile with any source provider, you need the following permissions:
Workspace |
Object/operation/tab |
Permission type |
---|---|---|
Source |
Integration Point Profile |
View, Edit, Add
|
Source |
Integration Point Type |
View |
Source |
Source Provider |
View |
Source |
Destination Provider |
View |
Destination |
Allow Import |
Admin operation |
To create and edit an integration points profile with a Relativity source provider, you need the following permissions:
Workspace |
Object/operation/tab |
Permission type |
---|---|---|
Source |
Allow Import |
Admin operation |
If you do not have sufficient permissions and you attempt to perform either of the following actions, you will see an error message stating "You do not have sufficient permissions. Please contact your system administrator." In each case, Relativity creates an error listing all missing permissions.
Note: Integration points is tenant-aware. This means that workspace admins within a tenancy receive an error if they attempt to push to a workspace they do not have permissions to. This error occurs when they click Run Now on the integration point that they create to push documents to review.
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