Installing, launching, and updating Staging Explorer

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

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 concurrent 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 [customerinstance].relativity.one endpoint for login.
  • Staging Explorer does not support proxy servers.

Note: You can use the nslookup command in a Command Prompt to find the IP addresses associated with the endpoints listed above.

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

Installing Staging Explorer

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. You must also be a local admin on your machine to run Staging Explorer.
  1. Launch RelativityOne, and log in with your RelativityOne credentials.
  2. Navigate to Staging Explorer in Data Transfer.
  3. Click Download Staging Explorer in the Relativity Downloads console.

  4. Once the download is complete, launch the Relativity.StagingExplorer.exe file to run the installation wizard.
  5. Click Install to being the installation wizard.
  6. Click Next on the welcome to the setup wizard dialog.
  7. Click Next to accept the default installation Destination Folder displayed.
  8. You must select (check) the Enable firewall rules on this computer check box on Firewall Settings dialog, and then click Next.
  1. Click Install to begin the installation process.
  2. 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.
  • 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. You must also be a local admin on your machine to run Staging Explorer.
  • Before you begin, review Best practices and considerations for information about limitations, performance considerations, and preparing for a file transfer.
  • See Uploading files or Downloading files to begin transferring files.
  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.

    Staging Explorer Instance URL dialog box

    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.

  1. 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.
  2. New options available box
  3. 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.
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:

  1. Launch RelativityOne, and log in with your RelativityOne credentials.
    • Notes:
    • You must have the minimum security permissions to update 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. You must also be a local admin on your machine to run Staging Explorer.
    • 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 will display.
    • If you have Automatic Updated enabled in Settings, the update will be completed automatically.

    Notice of new version available at the top of Staging Explorer

  2. If applicable, click on download and installation. 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 automatic apply software updates instead of updating it manually.

  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. ROSE Settings dialog

  4. Select Enable Automatic Update to automatically have Staging Explorer update to the newest version available or clear the checkbox to do the updates manually.
  5. Click Save.