Utility Server

Note: This functionality is not currently available for FedRAMP customers / government entities.

The Utility Server is a virtual machine that can optionally be connected to your RelativityOne instance. It contains additional support tools to help you work with data in your RelativityOne staging area before editing and loading it into your RelativityOne instance. You access your Utility server through a remote desktop connection, using an issued set of credentials and a custom IP address.

Once you are connected to your Utility Server, you can perform the following actions:

  • Access a mapped drive for the file share (TenantUser accounts) - access your uploaded files to edit in the staging area before you add them to your RelativityOne workspaces or save them to a RelativityOne file storage location. You can also access and verify any production sets before you download them locally.
  • Install applications - if you have TenantAdmin access you can install applications
  • Manage user administration - if you have TenantAdmin access and have Terminal Services licensed on the computer you can manage user administration yourself.

Note: It's not recommended to store files on your Utility Server. If your Utility Server becomes inaccessible, you will lose the files you stored.

Note: Direct SQL Access on the Utility Server is not supported.

The Utility Server comes pre-loaded with the following tools:

  • AZCopy - to create copies of files you want to move from your local machine to use with the Microsoft Azure Drive Shipping service or to move files from one Azure subscription to another. For more information, see Get started with AZCopy.
  • Relativity Desktop Client - to import and export native files, images, metadata, and productions to or from Relativity. For more information, see Relativity Desktop Client.
  • Notepad++ - to correct any errors in load files or other data editing needs.
  • You can install Microsoft Office using your own license to correct any errors in load files or other, more robust data editing needs.
  • Other minor third-party tools can be added to perform file manipulations. If your Utility Server becomes inaccessible, we will issue you a new Utility Server.
  • AZCopy can be connected to blob storage. For more information, see Moving data to and from Azure Storage on Microsoft's website.

Note: Relativity does not install any third party or custom applications on customer utility servers. You must re-install any custom applications if you're issued a new Utility Server.

This page contains the following information:

Utility server access

  • Customers are limited to a maximum of 11 utility servers per Relativity instance.
  • If you are using client domains, there is a max of 10 client domain utility servers allowed per Relativity instance.
  • The number of users that you can grant access to each utility server is limited to five.

By default, the Utility Server is issued to you with two roles:

  • TenantUser
  • TenantUser2

Note: If additional user accounts are required, please contact your Implementation Specialist or Customer Success Manager.

An administrative account (TenantAdmin) can be issued by request for self-service purposes. This account can install third-party applications on the Utility Server, create additional users, and grant file share access to additional users.

Refer to the table below for details on security permissions on the utility server by role.

Role Can install applications Can access file share Issued by request Issued by default
TenantAdmin X X X
TenantUser1 X X
TenantUser2 X X

Note: Refer to RelativityOne - Creating a Windows user on the Utility Server in the Community for more details on Utility Server user administration.

Connecting to your Utility Server

Note: If you are using Client Domains functionality in RelativityOne, the Relativity Processing Console is not installed to the utility server. Client domain administrators will not have access to the Relativity Processing Console from the client domain’s utility server.

  1. If you haven't already, connect to the Global Protect VPN and credentials that you have been provided with.
  2. After you have connected to the VPN client, open the ZIP file you downloaded, and then open the Credentials text file to view your provided Utility Server credentials.
  3. Launch the Windows Remote Desktop Connection tool.
  4. When the Windows Remote Desktop Connection window appears, enter the IP address provided via the Credentials file in the Computer field.
  5. Click Connect.
  6. Enter the Username and Password (provided in the Credentials text file) when prompted, and then click OK.
  7. When prompted again, enter your TenantUser, TenantUser2, or TenantAdmin (by request only) Utility Server credentials, and then click OK.

You have successfully logged into the RelativityOne Utility Server.

Note: If you are unable to connect to the Remote Desktop session, ensure you are connected to the provided VPN client.

If you experience issues accessing your Utility Server, contact Client Services.

Folders accessible via your Utility Server

Your Utility Server grants you access to the following fileshare folders which map to the folders in RelativityOne Staging Explorer (which is used to upload and download data for Relativity Processing and ARM):

  • Files - workspace folder that stores all natives and images.
  • Temp - a miscellaneous folder for file storage.
  • ARM - a folder to map archive, restore, and move jobs.
  • ProcessingSource - a folder that stores files you want to process into your RelativityOne workspace.