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:
- 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.
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:
Using the Utility Server
You're preparing your RelativityOne workspace for an upcoming litigation and you need to load data into your workspace so your contract attorneys can begin review. The data is coming from a local machine and Microsoft Office 365®. The data consists of pre-processed files, including a .CSV load file and loose files that require processing, and you also need custodian data from the client's Office 365 account.
You first need to upload 10 .PST files to your RelativityOne workspace. You decide to use the RelativityOne Staging Explorer to upload files from your local machine. Using the RelativityOne Staging Explorer, you upload the .PST files to your file share location. Once the upload completes, you then log in to your Utility Server and access the file share through Windows Explorer. You know you have to process these .PST files, so you move them into the Processing Source Location folder to begin processing.
The pre-processed data is already saved to your file share. So while you're in the Utility Server, you open the Relativity Desktop Client and set up a file import to move the .CSV file into your RelativityOne workspace.
Finally, you need to load data from Office 365 Advanced eDiscovery. From the Utility Server, you access an internet browser, log in to your Office 365 account, and export data to your file share. You then import the data from the file share into your workspace using Microsoft Office 365 integration.
Utility server access
- Customers are limited to a maximum of 11 utility servers per Relativity instance. To request an additional utility server, contact your Customer Success Manager.
- If you are using client domains, there is a maximum of 10 client domain utility servers allowed per Relativity instance.
Access is limited to two users (TenantUser and TenantUser2) concurrently. You can increase the number of concurrent tenant users to 10. Additionally, you can request access for a TenantAdmin user if you need to install custom applications. To request additional users, contact your Customer Success Manager.
By default, the Utility Server is issued to you with three roles:
Note: If additional user accounts are required, please contact your Implementation Specialist or Customer Success Manager.
The TenantAdmin 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|
Note: Refer to RelativityOne - Creating a Windows user on the Utility Server in the Community for more details on Utility Server user administration.
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.
- If you haven't already, connect to the Global Protect VPN using the credentials provided.
- 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.
- Launch the Windows Remote Desktop Connection tool.
- When the Windows Remote Desktop Connection window appears, enter the IP address provided via the Credentials file in the Computer field.
- Click Connect.
- Enter the Username and Password (provided in the Credentials text file) when prompted, and then click OK.
- When prompted again, enter your TenantUser, TenantUser2, or TenantAdmin (by request only) Utility Server credentials, and then click OK.
Note: For added security, change your password after you log in. We recommend changing the password every 90 days.
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
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):
Note: Zipping or unzipping files on the Utility Server is not supported.
- 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.