Installing, launching, and updating Staging Explorer

Note: Starting September 1, 2024, we’re streamlining our Staging boundaries to more effectively separate staging data from workspace and system data. With this change, you will no longer be able to write to or access data outside of the defined staging area. Folders that will remain within the Staging area: ARM, ProcessingSource, StructuredData, and TenantVM. Folders that will be removed: FTA, Temp, Export, and dtSearch, in addition to any other folders that you manually created. Refer to the Staging Area topic and Staging Area FAQ in Community for more details.

Use the sections below to learn how to install Staging Explorer as well as how to launch and update it.

Before you begin using Staging Explorer, review Best practices, limitations, and data transfer performance considerations for information to keep in mind.

System requirements

The following minimum system requirements are required to use the Staging Explorer.

Required item	Requirement
Operating system	Windows 8.1 or above
Windows Server operating system	Windows Server 2012 R2, Windows Server 2016, Windows Server 2019, or Windows Server 2022
System memory	4 GB RAM
Software	.NET version 4.7.2
Transport Layer Security	TLS 1.2

Recommended browser settings

Ensure the Relativity instance is configured as a trusted site and the following settings are enabled or allowed in the browser on the user's machine running Staging Explorer. Refer to your browser’s help documentation or contact your IT department for the specific location of these settings if they differ from these steps.

1. Open the browser's Control Panel.
2. Go to Network and Internet > Internet Options.
3. For Security settings:
   • Enable File Download
   • Enable JavaScript
   • Add *.relativity.com as a Trusted site
4. For Privacy settings:
   • Allow First party Cookies
   • Allow Third party Cookies

Port requirements

To ensure that transfers can occur, you must make firewall changes to allow outbound connections to the server on the following port:

• TCP port 443—required to be opened to the public internet.
• Staging Explorer does not support proxy servers.

The opening of the required port for the Windows firewall is typically handled on the end user's machine. However, if you use any third party firewalls, you must manually open the port referenced above. Improperly configuring the port results in transfer failures. For more information, contact Customer Support.

Refer to the RelativityOne technical overview for detailed information about network access considerations for data transfer in RelativityOne, including firewall privacy considerations and a list of FQDN.

Installing Staging Explorer

Depending on your organization's requirements, Staging Explorer can be installed via an executable (.exe) file or a Microsoft Software Installer (.msi) file.

To install Staging Explorer, follow these steps.

Notes:
• You must have the minimum security permissions to launch Staging Explorer. See Permissions for more details.
• You must be a local admin on your machine to install Staging Explorer or have the installer pushed via a Group Policy Object (GPO) to install the application.
• Be sure to use the most recent version of the application to maintain optimal performance and security.

1. Launch RelativityOne, and log in with your RelativityOne credentials.
2. Navigate to Staging Explorer.
3. In the Relativity Downloads console, click the appropriate download file format for your organization: Download Staging Explorer (exe) or Download Staging Explorer (msi).

4. Once the download is complete, launch the .exe or .msi file to run the installation wizard.
5. Click Install to begin the installation wizard and follow the prompts.
6. Accept the default installation Destination Folder displayed.
7. You must select (check) the Enable firewall rules on this computer check box on Firewall Settings dialog, and then click Next.
8. Click Install to begin the installation process.
9. Click Finish when the setup is complete.

Launching Staging Explorer

To launch Staging Explorer, follow these steps:

Notes:
• You must have the minimum security permissions to launch Staging Explorer. See Permissions for more details. The Client Domain Admin group does not have Staging Explorer access by default. A System Admin needs to add the correct permissions.
• Before you begin using Staging Explorer, review Best practices, limitations, and data transfer performance considerations for information to keep in mind.
• See Uploading files or Downloading files to begin transferring files.
• Only one Windows user can run an instance of Staging Explorer on a machine at a time.

1. Navigate to the installation path and click RelativityOne Staging Explorer. If you saved its shortcut to your desktop, then click its icon.
2. Enter the desired Instance URL in the Instance Selection dialog box and click Connect.

Note: Domain URL is sufficient, for example: https://kcura.relativity.one or https://relativity-uk.relativity.one.

3. Log in with your RelativityOne credentials.

Note: Users log in with the same provider method as they have with Relativity. The Staging Explorer supports most Relativity authentication providers, such as password, Integrated Authentication, and OpenID Connect, by displaying the Relativity login page within the Staging Explorer as a dialog window. The only provider that doesn't work with the Staging Explorer is SAML, because the Relativity’s IdP-initiated SAML doesn't display the Relativity login page directly.

4. If applicable, the New Option Available window displays. Select Do not show this in the future if you do not want the window to display the next time Staging Explorer is opened.

5. When you open Staging Explorer, a connection status icon will indicate if you are connected to Relativity and/or the internet.

Notes:
• The system checks for connectivity to the fileshare and will display a message if an error is encountered. Follow the information on the message to correct it. Otherwise, you will not be able to access the fileshare and its contents.
• If applicable, Staging Explorer will open to the last Staging fileshare you visited.
• If the fileshare does not exist, the root folder of that fileshare will open.

Icon	Status Description
	Connected to the internet and Relativity
	Connected to the internet but not Relativity
	Not connected to the internet or Relativity

Manually updating Staging Explorer

To manually update Staging Explorer:

Notes:
• You must have the minimum security permissions to update Staging Explorer. See Permissions for more details.
• Be sure to use the most recent version of the application to maintain optimal performance and security.
• If the current version of Staging Explorer you are using is marked critical, it will no longer run and you will be prompted to update to the newest version.
• If a new version of Staging Explorer is available for download, a blue banner displays at the top of the application. If the version update is critical, a yellow banner displays.
• If you have Automatic Update enabled in Settings, the update will be completed automatically.

1. Launch RelativityOne, and log in with your RelativityOne credentials.

2. If a message displays indicating a new version is available, click the download and installation link. The update will be completed automatically.
3. Launch Staging Explorer. See Launching Staging Explorer for more details.

Automatically updating Staging Explorer

You can configure the application to automatically apply software updates instead of having to update it manually. This ensures that you are using the most recent version of the application to maintain optimal performance and security.

1. Launch the Staging Explorer.
2. Click the Settings button in the user drop-down menu next to your name. The Settings window displays.

3. Select Enable Automatic Update to automatically have Staging Explorer update to the newest version available. If you change your mind and want to do the updates manually, clear the checkbox.
4. Click Save.