RelativityOne repository workspace
When installed to an existing workspace, the RelativityOne repository workspace application converts the workspace into a more streamlined version for performing early case assessment 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.
Note: This workspace may not be used for review or production purposes.
This page contains the following information:
Note: You can install the ECA and Investigation application to a workspace with the RelativityOne repository workspace application and then use the ECA Dashboard in that workspace.
Workspaces will be billed at standard charge per GB if any of the following occurs during the billing month:
- Number of documents in the workspace exceeds 50 million.
- Unique document views per month for the workspace exceeds 10,000.
- Total users accessing the workspace at the same time (i.e., concurrently) exceeds 10. This total includes system admins.
- Repository application is uninstalled from the workspace.
Note: Uninstalling the Repository workspace application from a converted workspace unhides the hidden functionality and reverts the workspace to a standard workspace which will be charged at the normal data subscription rates. The application should be uninstalled and not deleted for the hidden functionality to be restored.
Note: Workspace usage activity will be monitored via Relativity reporting. System administrators that modify the default limited functionality in the RelativityOne document repository workspace will cause all data to be billed at the full data storage amount.
To monitor your own usage, use the Relativity Audit tool or the Data Utilization tab on the RelativityOne Activity Dashboard.
Note: To take advantage of the reduced data costs offered by the repository workspace, we strongly recommend promoting sets of documents via links only to standard review workspaces instead of storing duplicates of the files in the review workspace. If you choose to promote actual files to your case review workspace, your calculated data usage will include both the files in the repository workspace billed at the reduced rate and the duplicated files in the standard review workspace which is billed at the standard rate. Please refer to your contract for more specific information for how this is calculated.
- Navigate to the Relativity Community site and search for and download the RelativityOne Repository Template.
- Using the RelativityOne Staging Explorer or other data transfer tool, move the workspace archive file to the ARM folder in your file repository.
- Once the archive is in the correct place, you can then use ARM to restore the RelativityOne Repository Template workspace to your RelativityOne instance.
- Enter the workspace and add the appropriate security groups.
Note: You may need to add your user to the Level 3 group in your instance to give yourself access to the template workspace.
- If you were a customer using RelativityOne previous to the Larkspur release), you should contact your Account Manager before installing the RelativityOne repository workspace application as detailed in Converting an existing workspace via the ADS application. The RelativityOne Repository Template will not have the application installed by default. New customers will already have a RelativityOne repository workspace installed.
- Install the application to the template workspace. You can customize the template as you would like and use this template to create new repositories or processing workspaces for culling documents.
The workspace has already been set up with the RelativityOne repository workspace application and you can begin transferring data into the new workspace. See Basic repository workspace usage workflow for more details on basic workflow.
This application is deployable via Relativity's Application Deployment System (ADS) and will be available to all RelativityOne customers.
If you were an existing customer prior to the Larkspur RelativityOne release, please contact your account manager, and then work with Support to migrate an existing workspace to your RelativityOne instance using ARM. New customers will automatically have a RelativityOne repository workspace installed.
Note: We recommend downloading and restoring the RelativityOne Repository Template workspace from the Files area of the Community site to get an idea of how to configure visible tabs and other elements.
Note: Before installing the Repository application into a workspace, ensure that all the applications that you need are installed in the workspace.
- Access the RelativityOne repository workspace application from the Application Library.
- Install the application to the desired workspace.
When the application is installed to the workspace, tabs and operations that are not permitted are automatically hidden as detailed in RelativityOne repository workspace.
Note: Uninstalling the Repository workspace application from a converted workspace unhides the hidden functionality and reverts the workspace to a normal workspace which will be charged at the normal data subscription rates.
See Basic repository workspace usage workflow for more details on basic workflow.
Note: We recommend that you create a Relativity Processing Repository Group that you can assign to the users that should have permission to perform operations in the RelativityOne repository workspace. We recommend assigning this group to a very small number of users.
Using the repository workspace allows you to focus on your data set, cut through noise, gain insights sooner, and reduce your overall costs.
- Move data into the RelativityOne repository workspace using any of the tools outlined on the Data Transfer topic.
- Once your data is in the repository workspace, you can use any number of RelativityOne tools to compile a set of documents for moving to a case workspace for review. Available tools include:
- Structured Analytics (including Name Normalization)
- Document metadata searches
- Cluster visualization and conceptual analytics tools
- Imaging and OCR
Note: Actual document review is not supported in this workspace and if you exceed the amount of unique document views in the Viewer allowed for the month, you will be billed at the normal rate. See Limitations on functionality in Repository workspaces for more information on what is supported in this workspace.
- Create a saved search that includes all the necessary conditions or create a coding field that lets you designate which sets of documents you want to move to your case workspace for document review. This search will be used when migrating the set of documents over.
- Use Integration Points to move the set of documents to the relevant case workspace for review.
Note: To take advantage of the reduced data costs offered by the repository workspace, we recommend promoting sets of documents via links only to standard case review workspaces instead of storing duplicates of the files in the case review workspace. If you choose to promote actual files to your case review workspace, your calculated data usage will include both the files in the repository workspace billed at the reduced rate and the duplicated files in the standard case review workspace which is billed at the standard rate.
Repository workspace is focused on specific functionality that can assist with early case assessment. As such, some Review functionality is not available when using the repository application. This includes the following general high-level areas:
- Assisted Review and Active Learning
- Case Dynamics
- Custom applications and Relativity Redact
- Sets in review (e.g., batch sets, markup sets, transform sets)
- Mass convert and Save as PDF operations (including printing / printing as PDF)
- Downloading natives in the Viewer
Note: However, the following is a detailed list of tabs and operations that ARE available when using the repository application. If the tab or operation is not listed here, you will not be able to use it for repository workspaces:
- Analytics Categorization Set
- Analytics Indexes
- Analytics Profiles
- Application Field Codes (Imaging)
- Audit Migration Reports
- Audit Workspace Settings
- Automated Workflows
- Cluster Visualization
- Code (Choice)
- Color Map (Relativity Color Map)
- Collection Admin
- Custodian Targets
- Custom Pages
- Data Grid Audit Field Mapping
- Destination Workspaces (Integration Points)
- Discovered Files (Processing)
- Document Errors (Processing)
- Entities (only Analytics, Processing, Legal Hold sections)
- Errors (Processing)
- Field Categories
- Imaging Document Error
- Imaging Profiles
- Imaging Sets
- Imaging Warnings
- Integration Points
- Integration Points Profile
- Inventory (Processing)
- Job (File Validation)
- Job Errors (Processing)
- Job History (Integration Points)
- Job History Errors (Integration Points)
- Native Types (Imaging)
- OCR Profiles
- OCR Sets
- Password Bank (Imaging)
- Password Bank (Processing)
- Persistent Highlight Sets
- Pivot Profile
- Processing Data Sources
- Processing Duplication Workflow
- Processing Profile
- Processing Report
- Processing Sets
- Quick-Create Set(s) (Processing)
- Relativity Applications
- Relativity Script
- Repeated Content Filters (Analytics core)
- Search Index
- Search Indexes (Threading)
- Search Term Reports
- Search Terms Results
- Status Summary
- Structured Analytics Set
- Target Status
- User Status
- Workspace (for Workspace Details tab)