Installing Legal Hold

To use Legal Hold, you need to install the Legal Hold application to one or more workspaces.

For more information on prerequisites, technical requirements, and other considerations, see the links below.

For customers who are using Legal Hold to manage their own legal holds, it is recommended to install the program to one workspace. This allows for the consolidation of reporting and monitoring custodian interactions across all the organization’s legal holds.

If you are installing Legal Hold to take advantage of the communications and acknowledgments feature, it is recommended to put this in a workspace separate from your legal hold workspace.

If you offer Legal Hold as a service for you clients, it is recommended to separate the workspaces per client.

Use the following procedures to install Legal Hold:

  1. Install the RelativityOne Hold and Collect template. See RelativityOne Hold and Collect template.
    You can also install the Relativity Legal Hold application from either the Application Library or an external file. See Install Legal Hold from the Application Library .
  2. Add the Legal Hold Agent. See Installing Legal Hold.
  3. Configure Legal Hold. See Installing Legal Hold.

Installing Legal Hold

You have the option to install the RelativityOne Hold and Collect template or install the application from the Application Library.

RelativityOne Hold and Collect template

We recommend using the RelativityOne Hold and Collect Template. The template has both applications installed and it has been optimized for Legal Hold and Collect users. For more information, see RelativityOne Hold and Collect workspace template.

You also have the option of using the Relativity Base Template, since the following features are not required:

  • Analytics server setup
  • Database server for processing or native imaging
  • Worker server for processing or native imaging
  • Obtaining applications for native imaging and processing

Install Legal Hold from the Application Library

Since Legal Hold uses the ADS framework, you have the option of adding the Legal Hold application to the Application Library, after which you can install it to the current workspace from the library. The templates referred to above are recommended over using the application library method.

See Relativity applications.

  1. Navigate to the workspace where you want to install the application.
  2. Navigate to the Relativity Applications tab.
  3. Click New Relativity Application to display an application form.
  4. Click the Select from Application Library radio button in the Application Type section.
  5. Click in the Choose from Application Library field.
  6. Select Relativity Legal Hold on the Select Library Application dialog. This dialog only displays applications added to the Application Library. If Relativity Legal Hold is not included in the list, see Installing applications.
  7. Click Ok to display the application in the Choose from Application Library field. The application form also displays the following fields:
    • Version—displays the version of the application that you are installing.
    • User-friendly URL—displays a user-friendly version of the application's URL. This field may be blank.
    • Application Artifacts—displays object types and other application components.
    • Map Fields—there are no fields available in Relativity Legal Hold for mapping.
  8. Click Import to install Legal Hold into the workspace.
  9. Review the import status of the application. Verify that the install was successful or resolve errors. See Viewing import status and Troubleshooting application installation errors.

Configuring Legal Hold

Before configuring Legal Hold, gather your email settings information. For more information, see Email processor types and requirements.

To configure Legal Hold, access the Legal Hold Settings tab. For more information, see Adding legal hold settings.

Post-installation verification test

As a best practice, you should confirm that your Legal Hold application is functioning properly after an initial installation or an upgrade. We provide step-by-step instructions in the following Word document for performing a post-installation verification test in your Relativity environment.

Click here or the following image to download the Legal Hold Post-Installation Verification Test document.