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RelativityOne release notes

This page contains release notes for RelativityOne and all product updates.

In the following table, click on any column heading to sort the column in alphanumeric order:

Date Type Features Release Description
Date Type Features Release Description
2/5/2019 Enhancement Structured Analytics Preview - Blazingstar You can now use Email Threading and Name Normalization to analyze emails containing Dutch language headers.
2/5/2019 Enhancement Structured Analytics Preview - Blazingstar After running the Name Normalization Structured Analytics operation, you can visualize communication patterns between entities using the Communication Analysis widget on the document list.
2/5/2019 Enhancement Relativity Scripts & Utilities Preview - Blazingstar When you run a Data Grid Text Migration job in a workspace containing a Lucene Search provider, Relativity now removes that Lucene Search provider from the Search Indexes tab.
2/5/2019 Resolved Defects Relativity Scripts & Utilities Preview - Blazingstar A Data Grid Text Migration job only breaks saved Keyword Searches if the field being migrated is included in the Full Text Index.
2/5/2019 Resolved Defects Relativity Scripts & Utilities Preview - Blazingstar The Breakage Report in the Data Grid Text Migration application now correctly displays the saved Keyword Searches that would be affected by running a Text Migration job on the workspaces selected.
2/5/2019 Resolved Defects Relativity Scripts & Utilities Preview - Blazingstar The Data Grid Migration Worker agent now correctly recognizes and works on workspaces associated with the agent servers on multiple Resource Pools.
2/5/2019 Resolved Defects Audit Preview - Blazingstar When you query on the Old Value or New Value fields in Audit, Relativity now only queries the field specified in your search.
2/5/2019 Resolved Defects ARM Preview - Blazingstar ARM Archives now consume less agent memory when extracting audits from Elasticsearch.
2/5/2019 Resolved Defects Searching Preview - Blazingstar When you add a Batch Set as a condition to a saved search, Relativity now returns the correct results when you run the saved search.
2/5/2019 Resolved Defects Audit Preview - Blazingstar When you export rows from the History tab, Relativity now correctly exports the information you select in Excel.
2/5/2019 Enhancement Relativity Scripts & Utilities Preview - Blazingstar The Data Grid Text Migration application automatically drops the field you migrate from the SQL Document table and removes it from the Full Text Index (Keyword Search). An instance setting is now available to disable this automated step; however, this requires manual clean-up if your Text Migration job does not automatically drop the field and remove it from the Full Text Index.
2/5/2019 Resolved Defects Infrastructure Preview - Blazingstar Calls to initialize an export using the Export API now return full metadata on all fields requested for export.
2/5/2019 Resolved Defects Search Term Reports Preview - Blazingstar You're no longer allowed to create and run Search Terms Reports on inactive dtSearch indexes.
2/5/2019 Enhancement ARM Preview - Blazingstar You can now successfully perform an ARM - Restore on a workspace that was archived with Long Text document fields stored in Data Grid and with Lucene Search disabled.
2/5/2019 Enhancement Relativity Scripts & Utilities Preview - Blazingstar The Data Grid Text Migration application now contains more granular job progress reporting. This includes more incremental updating to the progress bar, as well as the following workspace-specific details: Workspace, Workspace Status, Documents Migrated, Total Documents, and Errors.
2/5/2019 Enhancement Relativity Scripts & Utilities Preview - Blazingstar You can now retry Data Grid Text Migration jobs that contain workspace(s) that failed to migrate only by running the retry on the workspace(s) that failed during the initial migration.
2/5/2019 Enhancement Relativity Scripts & Utilities Preview - Blazingstar You must now have System Administrator privileges to perform a Data Grid Text Migration job that migrates Long Text document fields.
2/5/2019 Enhancement Infrastructure Preview - Blazingstar You can now run a Data Grid Text Migration job on a workspace without requiring a down-time window. Workflows like RDC Import, Processing Publish, and dtSearch index builds can still run on a workspace while a Data Grid Text Migration job is in progress. This also includes normal Review workflows such as reviewing and searching on documents.
2/5/2019 Enhancement Relativity Scripts & Utilities Preview - Blazingstar The Data Grid Text Migration now includes two new reporting features: Errors Report and Breakage Report. The Errors Report provides information to assist troubleshooting errors encountered during a migration job. The Breakage Report provides information on Relativity objects that may receive errors in the event that you run the Data Grid Text Migration application on a field in a specific workspace.
2/5/2019 Enhancement Relativity Scripts & Utilities Preview - Blazingstar You can now create Data Grid Text Migration jobs at the instance level. This enables you to create a job that can run across all workspaces in your Relativity instance, which can include up to three Long Text document fields to migrate.
2/5/2019 Enhancement Legal Hold Preview - Blazingstar You can now see the overall response rates for hold notices and questionnaires for each project represented by a color (Green, Yellow, Red) on the Project list view page. You can configure at what response level each color is displayed.
2/5/2019 Enhancement Legal Hold Preview - Blazingstar You can now see all outstanding hold notice acknowledgements and questionnaires for one or more projects by running the new Non-Responsive Custodians report.
2/5/2019 Enhancement Legal Hold Preview - Blazingstar You can now import employee/custodian data from Azure AD using a new provider for Relativity Integration Points.
2/5/2019 Enhancement Legal Hold Preview - Blazingstar If you utilize the Employment End Date field to track employee departures, you can now run the new Employment Status Change report to see all audit entries for changes made to that field, giving you a list of departed employees.
2/5/2019 Resolved Defects Platform Preview - Blazingstar When you send a message to users within a workspace, Relativity now correctly sends the message to only the logged-in users in the workspace.
2/5/2019 Enhancement Platform Preview - Blazingstar The new ApplicationInstallationManagerCacheTimeout instance setting controls the the amount of time, in minutes, that the Application Installation Manager agent caches an application's schema, custom pages, assemblies, and resource files in memory. Entering a value of 0 disables the cache.
2/5/2019 Enhancement Platform Preview - Blazingstar You can set the new ServiceHostExclusionList instance setting to a semi-colon delimited list of GUIDs for services that you want to prevent from starting in the Service Host Manager.
2/5/2019 Enhancement Reviewer Interface Preview - Blazingstar The Native File Download icon is now more prominently displayed in the Viewer and its purpose is more clearly indicated.
2/5/2019 Enhancement Reviewer Interface Preview - Blazingstar To increase document navigation speeds, Relativity now pre-converts applicable document natives, images, and production images regardless of what Viewer mode you're on.
2/5/2019 Enhancement Reviewer Interface Preview - Blazingstar We've removed the Native (Download) Viewer-mode from the Review Interface and deprecated the instance setting to control the visibility of the Native (Download) Viewer-mode from the Review Interface. Users with the appropriate permissions may continue to download native files from the Review Interface by clicking on the file-icon adjacent to the Document Identifier above the Viewer-mode bar.
2/5/2019 Resolved Defects Reviewer Interface Preview - Blazingstar When we fail to save a redaction, the error message we display now indicates the document ArtifactID and the page number of the failed redaction.
2/5/2019 Enhancement Reviewer Interface Preview - Blazingstar You can now view short message format files in the Viewer, including SMS, Slack, Skype, iMessage, and Bloomberg files. The Relativity Short Message Format (RSMF) Viewer also contains a histograph that allows you to easily view conversations that occurred within a span of time. In addition, you can also search for emojis or words using the highlights in the Viewer.
2/5/2019 Enhancement Transcripts Preview - Blazingstar When adding a designation, you can now select from a pallet of 21 colors. 
2/5/2019 Enhancement Transcripts Preview - Blazingstar The System Created By field now appears on the Transcripts layout, tabs, and Annotation Digest for Notes, Designations, and URLs.
2/5/2019 Enhancement Transcripts Preview - Blazingstar When importing a transcript file, you can now use multi-select when selecting exhibits. 
2/5/2019 Enhancement Transcripts Preview - Blazingstar You can now pop the video player in and out of the viewer when working with a video transcript file. This will give you more room to annotate the transcript in the viewer. 
2/5/2019 Enhancement Processing Sets Preview - Blazingstar The new SkipDocumentAuditDuringPublish instance setting allows you to choose whether the document Created and Native Created events are recorded in the Document History. Setting this value to True will prevent these events from being recorded and will boost your publish performance.
2/5/2019 Enhancement Processing Sets Preview - Blazingstar The default value for the ProcessingExportBatchSize instance setting is now 4000 as a result of improved publish performance.
2/5/2019 Resolved Defects Errors Preview - Blazingstar Document Error reflective fields now work properly on the Document list view, as well as in RDC Export and RIP. In addition, filtering now works for these fields on the Document list view.
2/5/2019 Resolved Defects Processing Sets Preview - Blazingstar You'll now see fewer issues on EnCase file types during inventory and discovery as a result of our upgraded handlers.
2/5/2019 Enhancement Processing Sets Preview - Blazingstar You can now control whether extracted text is included as a path or as plain text via a new instance setting c alled UseExtractedTextPathOnlyforPublish.  Including the text as a path will boost your publish performance.
2/5/2019 Enhancement Processing Sets Preview - Blazingstar The new LongRunningTimeoutForPublish instance setting allows you to determine the amount of time you want to allow before a worker terminates an unresponsive publish job. The LongRunningTimeoutForRetryPublish instance setting determines the amount of time you want to allow before a worker terminates an unresponsive publish retry job.
2/2/2019 Resolved Defects Audit Production When selecting a different Resource Pool, Audit agents now correctly update to the new Resource Pool selected.
2/2/2019 Resolved Defects Relativity Scripts & Utilities Production The Search Artifact ID is now included as a column when you run the Breakage Report in the Data Grid Text Migration application.
2/2/2019 Resolved Defects Searching Production dtSearch searches now contain retry logic to handle searches failing due to an old index file share path being cached, so that the request can continue with the correct path.
2/2/2019 Enhancement Relativity Scripts & Utilities Production If a Lucene Search provider is listed in your workspace, running a Data Grid Text Migration job will now remove the Lucene Search provider from the Search Indexes tab.
2/2/2019 Resolved Defects Relativity Scripts & Utilities Production The Data Grid Text Migration job will only break saved Keyword Searches if the field being migrated is included in the Full Text Index.
2/2/2019 Resolved Defects Relativity Scripts & Utilities Production The Breakage Report in the Data Grid Text Migration application now correctly displays the saved Keyword Searches that would be affected by running a Text Migration job on the workspaces selected.
2/2/2019 Resolved Defects Legal Hold Production Tasks now show the correct completion date in the custodian portal.
2/2/2019 Resolved Defects Legal Hold Production We now successfully email hold notices that contain Unicode characters in the subject line to customers.
2/2/2019 Resolved Defects Legal Hold Production We now show newly-created Question Categories in the Category list.
2/2/2019 Resolved Defects Legal Hold Production We now periodically auto-save a custodian's in-progress questionnaire to ensure their work isn't lost in the event that their browser session times out.
1/5/2019 Resolved Defects Relativity Scripts & Utilities Production The Data Grid Migration Worker agent can now correctly recognize and work on workspaces associated with the agent servers on multiple Resource Pools.
1/5/2019 Resolved Defects Audit Production When querying on the Old Value or New Value field in Audit, the query now only applies on the field specified in your search.
1/5/2019 Resolved Defects ARM Production ARM Archives will now consume less agent memory when extracting audits from Elasticsearch.
1/5/2019 Resolved Defects Searching Production When adding a Batch Set as a condition to a Saved Search, the Saved Search will now correctly return results.
1/5/2019 Enhancement Separate ROSE from RDC Production RelativityOne Staging Explorer (ROSE) is separated from the Relativity Desktop Client (RDC) so it is it's own individual app available from a users's desktop. In order to download ROSE user needs to navigate to Data Transfer/Staging Explorer tab from RelativityOne.
1/5/2019 Enhancement File Management - Copy, Move and Delete Production This new capability within Relativity One Staging Explorer (ROSE), will allow customers to copy, move and delete folders/files, both locally and in staging, while in the app and not require accessing the UVM separately for these needs. ROSE users will also have a possibility to copy and move files/folders between different file shares they are entitled to use.
1/5/2019 Enhancement Processing Sets Production Relativity Processing now supports AD1 files.
1/5/2019 Resolved Defects Imaging Production The Print/Save As PDF mass action will fail when used inside of a workspace containing a thousand or more productions.
1/5/2019 Enhancement Reviewer Interface Production Relativity now supports streaming video and audio media formats in the Primary-Native Viewer. We have introduced an Instance Setting, MaximumNativeSizeForViewerForMediaFilesinMegaBytes, to determine the maximum size for native media files that can be streamed within the Primary-Native Viewer. The supported media file types depend on your browser, browser version, as well as other details that are defined in our documentation 'Viewer-supported file types'. Additionally, we have deprecated the Instance Setting, WebClientNativeViewerCacheAheadMaxSizeInBytes, and have consolidated it with MaximumNativeSizeForViewerInBytes, so that the maximum size for native files that can be converted and viewed within the Primary-Native Viewer is solely determined by the remaining instance setting, MaximumNativeSizeForViewerInBytes.
1/5/2019 Resolved Defects Legal Hold Production New lines are no longer getting lost when using the Project Description merge field in the Portal Details section of a communication.
1/5/2019 Enhancement Legal Hold Production Performance improvements have been made to speed loading of the Project page.
12/4/2018 Enhancement Reviewer Interface Production Relativity is adding the DisableLegacyTranscripts instance setting. The DisableLegacyTranscripts instance setting is defaulted to True and disables all legacy transcript features within the review interface. The instance setting deletes and replaces the HideProcessTranscripts instance setting.
12/4/2018 Enhancement Reviewer Interface Production The HTML Viewer displays transparent watermarks on PDF documents. Previously, these watermarks would be opaque; potentially obscure text and images beneath them.
12/4/2018 Enhancement Case Dynamics Production Alphabetical sorting is available on all tabs in the Case Dynamics coding pane.
12/4/2018 Enhancement Mass Operations Production Decreased the time to Mass Export to CSV and XLS from the inline lists.
12/4/2018 Resolved Defects Production Sets Production You can export a Production through the Relativity Desktop Client when there are more than one Multi-object fields in the Production Information Object.
12/4/2018 Resolved Defects Production Sets Production An error no longer occurs when attempting to delete a Production.
12/4/2018 Resolved Defects Production Sets Production The total image size statistic on the Production Summary now reports a correct value when the total image size exceeds 2GB.
12/4/2018 Resolved Defects Assisted Review Production In Active Learning, if documents skipped in Elusion Test a warning will now appear when the test is completed. In the Elusion rate statistic, skipped documents are considered coded as positive.
12/1/2018 Resolved Defects Legal Hold Production The following field attributes have been enabled by default for most Custodian Object fields: Open to Associations, Allow Group By, Allow Sort/Tally, Allow Pivot 
12/1/2018 Resolved Defects Legal Hold Production Project Reminders no longer give a validation error on Save when the first Project doesn't have a Project Reminder set up.
12/1/2018 Resolved Defects Legal Hold Production Project Release Notices now display on custom layouts.
12/1/2018 Resolved Defects Relativity Desktop Client Production The Relativity Desktop Client now maintains the window size when it is resized and re-opened. 
12/1/2018 Resolved Defects Relativity Desktop Client Production Preview errors on image import now display correctly 
12/1/2018 Resolved Defects Relativity Desktop Client Production Fixed an issue that only affects RDC imports using case sensitive file shares. Due to the existence of the SMB2 Client Redirector Caches in Windows machines, there is a case sensitivity scenario when using a load file that contains records with file extensions that do not match what is in the fileshare, the RDC will throw a file not found error.
12/1/2018 Resolved Defects Relativity Desktop Client Production Fixed an issue with large RDC imports failing due to scenarios when exceeding the 8060 byte row limit in SQL. 
12/1/2018 Resolved Defects Relativity Desktop Client Production The Relativity Desktop Client no longer crashes when the user attempts an import before the RDC has determined a file transfer mode.
12/1/2018 Resolved Defects Relativity Desktop Client Production Fixed an issue with using the restricted native types field and mass importing image profiles in the RDC.
12/1/2018 Resolved Defects Relativity Desktop Client Production Importing a production as a production set via the RDC now results in the correct first bates value
12/1/2018 Resolved Defects Relativity Desktop Client Production Exporting a production with the RDC now results in correct values for reflected fields on the Production object. 
12/1/2018 Resolved Defects Relativity Desktop Client Production The Relativity Desktop Client no longer indefinitely stalls during imports with HTTP only configured web servers. 
12/1/2018 Resolved Defects Relativity Desktop Client Production Fixed an issue when exporting a production set from a workspace with a large number of productions. 
12/1/2018 Enhancement Integration Points Production Improved performance during Relativity Integration Points sync when a large number of fields are mapped.
12/1/2018 Enhancement Authentication Production A new PreventLoginLinkDisplayOnLogoutPage instance setting has been added. This controls the display of the login link on the logout page. If you set the value to false, then the login link appears on the logout page. If you set the value to true, the link doesn't appear on this page. Set the value to true if you want to prevent users who authenticate with SAML or OpenID Connect from experiencing any confusion caused by seeing the login link displayed when they are logging out of Relativity
12/1/2018 Resolved Defects Extensibility Points Production Using Download Native through the Relativity Services API no longer throws an exception.
12/1/2018 Resolved Defects RDO Framework Production Editing a layout that includes a drop-down filter with secured fields correctly saves the layout after it has been edited.
12/1/2018 Resolved Defects Security Production The Workspace Admin group can add groups to their workspace without the "Add" permission set at the instance level.
12/1/2018 Resolved Defects RDO Framework Production Collapsible Categories now support apostrophes in the category name.
12/1/2018 Resolved Defects Security Production The correct number of items are selected and displayed when choosing groups Shift clicking to mass select.
12/1/2018 Resolved Defects RDO Framework Production Fields are correctly aligned when included in a layout with a required field.
12/1/2018 Resolved Defects RPC Production When a searchable PDF has been created with a mix of extracted text and OCR text, the resultant PDF includes the text derived from the OCR.
12/1/2018 Resolved Defects Processing Sets Production Extracted text from Excel documents accurately represents formatted date/time data ending in minutes.
12/1/2018 Resolved Defects Processing Sets Production Relativity has improved text extraction of SmartArt inside PowerPoint files.
12/1/2018 Resolved Defects Processing Sets Production Relativity formats extracted text more accurately for the following: color-coded negative numbers, fractions, scientific numbers, dates, foreign currency, and phone numbers.
12/1/2018 Enhancement Reviewer Interface Production We have significantly improved JumpIn times by 2-3 seconds when jumping into the Review Interface. The enhancement prioritizes loading the converted document before other components of the Review Interface such as the Coding Layout. The change does not affect navigating between different documents in a review queue once in the Review Interface. Finally, we introduced this enhancement behind a new instance setting, EnableDocumentViewerProgressiveLoad, with a default value of TRUE which enables this Review Interface JumpIn enhancement.
12/1/2018 Enhancement Reviewer Interface Production We have introduced a new Instance Setting to determine the visibility of the "Send to Case Map" context menu (right-click menu) option within the Review Interface. The default value of the HideCaseMapContextMenuOption Instance Setting will be set to True and will hide the "Send to Case Map" option by default in the context menu.
12/1/2018 Enhancement Reviewer Interface Production The default values for the Bandwidth Tester have been decreased from 10 tests of 100 MB each to 5 tests of 10 MB each.
11/3/2018 Resolved Defects Processing Production We resolved an API issue that caused null exceptions under certain circumstance.
11/3/2018 Resolved Defects Processing Production We fixed an issue in which emails were converted from MSG to MHTML during discovery, despite the Email Output field on the profile being set to MHT. For these emails, if a non-UTC time zone was also selected in the Processing Profile, date-time properties in the email header (for date sent, date received, etc.) would not reflect Daylight Saving Time. This discrepancy was detectable when accessing the MHTML email file directly, and when imaging the file using native imaging.
11/3/2018 Resolved Defects Processing Production On Whole Number fields, the formatting options have been updated from None and Integer to None and Formatted. The display behavior (localized delimited numbers e.g. 1,000,000 for US/English or 1.000.000 for German) is the same, but the name is changed. Decimal fields now support similar formatting options None and Formatted. The display behavior is also similar to that of Whole Number Formatted fields. Decimals with "Formatted" formatting will be delimited using the localized delimiting characters (e.g. 1,000,000.00 for US/English and 1.000.000,00 for German). Both field types (Whole Number and Decimal) default to the None formatting. In the Processing Application, all document and file sizes (Discovered Document Size, etc.) now utilize the Formatted decimal display behavior to match the existing display behavior for the Whole Number Count fields to which they correspond (Discovered Document Count, etc.).
11/3/2018 Resolved Defects Processing Production We fixed an issue on the Processing Administration tab in which dates were not sorting properly in Internet Explorer.
11/3/2018 Enhancement Processing Production We improved auto-scaling to make the detection of the need to auto-scale quicker and more reliable.
11/3/2018 Resolved Defects Case Dynamics Production You can now correctly add long facts during the load process without issue because we modified the Rawfact field in the coding pane to get truncated text.
11/3/2018 Resolved Defects Case Dynamics Production You can now correctly use inline filters because we now properly clean inline filters of any remaining elements after you delete them through a mass operation.
11/3/2018 Resolved Defects Case Dynamics Production As an administrator, you can now properly see the context menu in the Viewer and perform any action related to Case Dynamics.
11/3/2018 Resolved Defects Case Dynamics Production You can now see actual hours in date field types.
11/3/2018 Resolved Defects Case Dynamics Production We removed the slide effect from the interface, other than in situations when you change between documents.
11/3/2018 Resolved Defects Case Dynamics Production We now correctly group facts when you add new facts and change the group dates classification.
11/3/2018 Resolved Defects Case Dynamics Production You can now correctly move fact children between parent facts.
11/3/2018 Resolved Defects Case Dynamics Production You can now select the text inside of an outline tag.
11/3/2018 Resolved Defects Case Dynamics Production The context menu in the Viewer now correctly adheres to Relativity permissions related to Case Dynamics.
11/3/2018 Resolved Defects Audit Production The Case Metrics - Reviewer Statistics report now correctly passes in the date and time when running the report on a workspace in which Audit is installed.
11/3/2018 Resolved Defects Export API Production Calls to initialize an export using the Export API now return full metadata on all fields requested for export.
11/3/2018 Resolved Defects ARM Production You can now successfully complete an ARM archive job on a workspace containing Lucene search indexes without causing high memory consumption. 
11/3/2018 Enhancement ARM Production You can now successfully perform an ARM - Restore on a workspace that was Archived with Long Text document fields stored in Data Grid and Lucene Search disabled.
11/3/2018 Enhancement Data Grid Production The Data Grid Text Migration application now contains more granular job progress reporting. This includes more incremental updating to the progress bar, as well as workspace specific details: Workspace, Workspace Status, Documents Migrated, Total Documents, and Errors.
11/3/2018 Enhancement Data Grid Production Data Grid Text Migration jobs that contain workspace(s) that failed to migrate are eligible for retry only running on the workspace(s) that failed during the initial migration.
11/3/2018 Enhancement Data Grid Production Data Grid Text Migration jobs now require System Administrative privileges to perform migration of Long Text document fields.
11/3/2018 Enhancement Data Grid Production You can now run a Data Grid Text Migration job on a workspace without requiring a down-time window. Workflows like RDC Import, Processing Publish, and dtSearch index builds can still run on a workspace while a Data Grid Text Migration job is in progress. This also includes normal Review workflows such as reviewing and searching on documents.
11/3/2018 Enhancement Data Grid Production The Data Grid Text Migration now includes two new reporting features: Errors Report and Breakage Report. The Errors Report provides information to assist troubleshooting errors encountered during a migration job. The Breakage Report provides information on Relativity objects that may error in the event you run the Data Grid Text Migration application on a field in a specific workspace.
11/3/2018 Enhancement Data Grid Production You can now create Data Grid Text Migration jobs at the instance level; you can create a job that can run across all workspaces in your Relativity instance, which can include up to three Long Text document fields to migrate.
11/3/2018 Resolved Defects Relativity Integration Points Production Relativity Integration Points no longer falls back to web mode when you change a workspace's file share. 
11/3/2018 Resolved Defects Relativity Integration Points Production Relativity Integration Points no longer throws a fatal exception error during a sync operation when Relativity attempts to create folders with a deeply nested structure. 
11/3/2018 Resolved Defects Relativity Desktop Client Production RDC imports to a custom object using the Append option no longer result in an object reference error, and Append/Overlay is no longer necessary as a workaround.
11/3/2018 Resolved Defects Relativity Desktop Client Production Exporting a production with document-level bates numbers and more than 10 pages now sorts the images files correctly in the opticon file.
11/3/2018 Resolved Defects Legal Hold Production Legal Hold no longer removes the last column from custom Communication list views when the Communication Approval feature is in turned on for the workspace.
11/3/2018 Resolved Defects Legal Hold Production Legal Hold no longer pulls over all projects when you create a new workspace from a template.  Only the default project template is present in the new workspace.
11/3/2018 Resolved Defects Legal Hold Production Legal Hold now removes the associated project reminder when you delete a Project.
11/3/2018 Resolved Defects Legal Hold Production Legal Hold no longer throws an error when you create a blank project after enabling the Communication Approval feature.
11/3/2018 Resolved Defects Legal Hold Production Including some characters (backslash, forward slash, apostrophe) in a questionnaire question no longer results in an error when a custodian submits their questionnaire.
11/3/2018 Resolved Defects Security permissions Production The Everyone group type is no longer available to be set as the Workspace admin group.
11/3/2018 Resolved Defects Resource Servers Production The conversion cache no longer stalls indefinitely when a cache cleanup fails.
11/3/2018 Resolved Defects RDO Framework Production We now properly delete Object Types with File Fields.
11/3/2018 Enhancement Reviewer Interface Production There is a new ViewerHighlightStyleDefault instance setting and it controls how opaque the active and inactive highlights are in the Native Viewer.
11/3/2018 Resolved Defects Reviewer Interface Production Searching the native viewer for documents converted with old versions of OutsideIn now works correctly.
11/3/2018 Resolved Defects Relativity Unified Experience Production You can now know when a master instance has been created with proper data; we now provide an error message when incorrect data has been entered.
11/3/2018 Resolved Defects Relativity Unified Experience Production You can now know when a master instance has been created with a correct URL; we now provide an error message when the URL isn't valid.
11/3/2018 Resolved Defects Single File Upload Production We updated the OutsideIn packages to correctly populate the Relativity Native Type field.
11/3/2018 Enhancement Transcripts Production We updated a number of Transcripts error messages to adhere to Relativity guidelines.
11/6/2018 Enhancement Metrics Production Developers and Support teams will now see a Distributed Tracing ID in your Log files. You could use this ID to query the EDDSLogging.eddsdbo.RelativityLogs Table if you have SQL Logging enabled, or you could search your Log File (Non SQL) with this ID to see the number of Kepler API end-points that were called when a user performed an action on the Relativity website. This will be useful in diagnosing errors to understand where the API call started and ended prior to any issues that may have occurred.
11/6/2018 Enhancement Agents Production A new web and cloudy-friendly RESTful Kepler Static Object/API for Agents is available, and it's responsible for performing C.R.U.D operations; it includes all business logic and rules that are captured when a Relativity administrator manages agents in the Relativity interface.
11/6/2018 Enhancement Viewer Production You can now view native files associated with RDO's in the Standalone Viewer without having to download the file. This option is accessible via the new Open in Viewer button, which is adjacent to the native file link.
11/6/2018 Enhancement Authentication Production An authentication provider is now immediately available after you add it to Relativity. Previously, you needed to perform an IIS Reset on your servers to make a provider available.
11/6/2018 Enhancement Relativity Desktop Client Production The Relativity desktop client now has type ahead filterability when choosing views, saved searches, and fields when setting up an import or export job.
11/6/2018 Enhancement Relativity Desktop Client Production The RDC now has the ability to log all events visible in the progress UI window. This can be enabled in the RDC config file with a config key labeled "LogAllEvents." This will default to False upon upgrade.
11/6/2018 Enhancement Relativity Integration Points Production Relativity Integration Points has been updated to account for the renaming of the Custodian object to Entity.
11/6/2018 Enhancement Relativity Desktop Client Production The Relativity Desktop Client has been updated to account for the renaming of the Custodian object to Entity.
11/6/2018 Enhancement Processing Production Lotus Notes is now an optional pre-requisite for Processing.
11/6/2018 Enhancement Processing Production JungUm is now an optional pre-requisite for Processing.
11/6/2018 Enhancement Active Learning Production When documents are removed from an Active Learning project and you re-populate the Classification Index, thee removed documents are no longer reflected in the Project Statistics, Review Statistics in the Prioritized Review and Coverage Review, or the Document List. If an Elusion Test is in progress when you populate the Classification Index, that Elusion Test is canceled automatically.
11/6/2018 Resolved Defects Active Learning Production When you upgrade from Relativity 9.5 to 9.6, and you have an Active Learning Project with a paused Prioritized Review Queue, that project no longer displays all documents as manually coded until you restart the Prioritized Review.
11/6/2018 Resolved Defects Active Learning Production If you pause an Elusion Test and start it again, the Start Date column no longer displays a new Start Date value. The Start Date value is now the date and time at which the Elusion Test was originally started.
11/6/2018 Enhancement Active Learning Production A new Active Learning notification allows you to manually retry Service Bus errors generated by an agent.
11/6/2018 Enhancement Active Learning Production The Audit tab for Assisted Review is now named Sample-Based Learning Audit.
11/6/2018 Resolved Defects Active Learning Production The Start Date column on an Elusion Test now lists the dates as the browser's local timezone instead of UTC.
11/6/2018 Enhancement Active Learning Production There are now two places from which you can navigate to the Active Learning project settings to edit the positive choice cutoff: Elusion Test and Update Ranks.
11/6/2018 Enhancement Active Learning Production The Active Learning settings panel now closes if you click anywhere outside the panel while you have it open.
11/6/2018 Enhancement Structured Analytics Production Structured Analytics now contains a new Name Normalization operation.
11/6/2018 Resolved Defects Case Dynamics Production We've improved perfomance by updating all child objects through SQL when you edit parent objects inline.
11/6/2018 Resolved Defects Case Dynamics Production The RawFact field is now populated when you create a fact from the Outlines tab, and it no longer causes issue when you edit it inline. 
11/6/2018 Enhancement Case Dynamics Production We improved the update and extract query methods in the mass delete operation.
11/6/2018 Enhancement Case Dynamics Production We improved performance by adding a cache and parelellism and refactored the code to avoid duplicate calls in page interactions.
11/6/2018 Resolved Defects Case Dynamics Production We improved performance of the expansion of all family items when you use the Select All option.
11/6/2018 Resolved Defects Case Dynamics Production When you add a field that is open to associations to a timeline fact in the Timeline Builder and export that timeline to XLS, we now correctly display the field.
11/6/2018 Resolved Defects Case Dynamics Production Mass operations now function properly when you have a filter applied to a field.
11/6/2018 Resolved Defects Case Dynamics Production We now remove all elements of an object when you select All while using the Mass Delete operation in Case Dynamics.
11/6/2018 Resolved Defects Case Dynamics Production We created a SQL script to insert a record related to the coding pane permission and System Administrators group into the AccessControlListPermission table; the script is executed when Case Dynamics is installed to prevent the context menu from being hidden.
11/6/2018 Resolved Defects Case Dynamics Production We created a SQL script to relate context menu items and the coding pane permission to prevent displaying the context menu in the Viewer to users who you don't have permissions to see it.
11/6/2018 Enhancement Case Dynamics Production We improved Outlines performance through a code refactor.
11/6/2018 Resolved Defects Case Dynamics Production We updated the Jquery reference to avoid cross-domain attacks.
11/6/2018 Resolved Defects Case Dynamics Production We updated the Bootstrap reference to avoid cross-domain attacks.
11/6/2018 Resolved Defects Audit Production The Case Metrics - Reviewer Statistics report now correctly passes in the date and time when you run the report in a workspace with Audit installed.
11/6/2018 Resolved Defects Audit Production Audits with different XML formatting now successfully migrate into Elasticsearch.
11/6/2018 Resolved Defects Search Term Reports Production Search Term Report syntax errors now provide more context as to why an individual term failed using incorrect syntax.
11/6/2018 Resolved Defects Export API Production Export API no longer limits inline Long Text reads to 100 KB.
11/6/2018 Enhancement ROSE Production The RelativityOne Staging Explorer (ROSE) is now separate from the Relativity Desktop Client (RDC); ROSE is its own individual application that you can download fron the Data Transfer/Staging Explorer tab in RelativityOne.
11/6/2018 Enhancement ROSE Production You can now copy folders and files, both locally and in staging, while in the ROSE application, and you aren't required to access the UVM separately for these needs.
11/6/2018 Enhancement Legal Hold Production You can now create a new project and send the first communication using the Project Wizard.
11/6/2018 Enhancement Legal Hold Production Most fields for Legal Hold objects now have the Pivot, Sort/Tally By, and Group By properties enabled by default.
11/6/2018 Enhancement Legal Hold Production The Custodian object has been renamed to Entity. The shared Custodian tab has been renamed, as well. Within the Legal Hold application the term Custodian is still in use. 
11/6/2018 Enhancement Legal Hold Production You can now fill out a questionnaire on behalf of a custodian.
11/6/2018 Enhancement ARM Production The Hangfire version has been upgraded to 1.6.19.
11/6/2018 Enhancement ARM Production When you cancel a restore job, any restored analytics data is rolled back, including deleting indexes and staging areas from CAAT/Clowder and temporary containers.
11/6/2018 Enhancement ARM Production We now include the Client and Matter of a workspace in an Archive, allowing you to move those associated objects when migrating a workspace.
11/6/2018 Enhancement ARM Production When you restore an archive that includes client and matter information, we automatically select the client and matter if they already exist.
11/6/2018 Enhancement ARM Production When you restore an archive that contains client and matter information, if the client or matter doesn't already exist, you can create them with the restore.
11/6/2018 Resolved Defects ARM Production The Job tab no longer fails to open when you have more than 2,100 jobs in history.
11/6/2018 Resolved Defects ARM Production The ARM archive job now accurately waits to report success until after the audit data has been exported to the ARM folder.
11/6/2018 Resolved Defects ARM Production ARM now skips disk space validation when you select Reference Files as Archive Links.
11/6/2018 Resolved Defects ARM Production The ARM agent is now able to update after an ARM upgrade, even if there are jobs in an error state.
11/6/2018 Resolved Defects ARM Production ARM no longer invokes DataGrid jobs twice, which now prevents audit data duplication.
11/6/2018 Resolved Defects ARM Production ARM is now able to archive workspaces with processing when the instance has multiple queue manager servers.
11/6/2018 Enhancement ARM Production ARM now archives non-repository files to separate folders.
11/6/2018 Resolved Defects ARM Production ARM can now run scheduled jobs in an Australian environment.
11/6/2018 Resolved Defects ARM Production The ARM Cloud option has been deprecated.
11/6/2018 Enhancement Processing Production We improved auto-scaling to make the detection of the need to auto-scale quicker and more reliable.
11/6/2018 Resolved Defects Processing Production We fixed an issue in which emails were converted from MSG to MHTML during discovery, despite the Email Output field on the profile being set to MHT. For these emails, if a non-UTC time zone was also selected in the Processing Profile, date-time properties in the email header (for date sent, date received, etc.) would not reflect Daylight Saving Time. This discrepancy was detectable when accessing the MHTML email file directly, and when imaging the file using native imaging.
11/6/2018 Resolved Defects Processing Production We fixed an issue on the Processing Administration tab in which dates were not sorting properly in Internet Explorer.
11/6/2018 Resolved Defects Processing Production On Whole Number fields, the formatting options have been updated from None and Integer to None and Formatted. The display behavior (localized delimited numbers e.g. 1,000,000 for US/English or 1.000.000 for German) is the same, but the name is changed. Decimal fields now support similar formatting options None and Formatted. The display behavior is also similar to that of Whole Number Formatted fields. Decimals with "Formatted" formatting will be delimited using the localized delimiting characters (e.g. 1,000,000.00 for US/English and 1.000.000,00 for German). Both field types (Whole Number and Decimal) default to the None formatting. In the Processing Application, all document and file sizes (Discovered Document Size, etc.) now utilize the Formatted decimal display behavior to match the existing display behavior for the Whole Number Count fields to which they correspond (Discovered Document Count, etc.).
11/6/2018 Resolved Defects Processing Production We resolved an API issue that caused null exceptions under certain circumstance.
11/6/2018 Resolved Defects Processing Production We resolved an issue in which Korean characters were not being extracted from some HWP files.
11/6/2018 Resolved Defects Processing Production The Naming Convention field now displays as a radio button in the Processing Assistant layout instead of a drop down, thus correcting a minor alignment issue in the UI.
11/6/2018 Resolved Defects Processing Production We now correcly extract the binary attachments of Mbox files with binary content.
11/6/2018 Resolved Defects Processing Production We now correcly extract attachments when you process SMIME emails (encrypted MIME).
11/6/2018 Resolved Defects Processing Production We improved the performance of the queue manager and tracking log memory usage during large error retry job submissions.
11/6/2018 Resolved Defects Processing Production Relativity no longer populates date and time values of children of PSTs, OSTs, MSGs, and NSFs with the date and time of processing.
11/6/2018 Resolved Defects Processing Production We improved imaging performance for password-protected PDF files, especially when many passwords are in the password bank.
11/6/2018 Resolved Defects Processing Production We improved the performance of Mbox expansion.
11/6/2018 Resolved Defects Reviewer Interface Production Searching for terms in the Native Viewer for documents converted with old versions of OutsideIn now works correctly.
11/6/2018 Enhancement Reviewer Interface Production Relativity now supports streaming video and audio media formats in the Native Viewer.
11/6/2018 Enhancement Reviewer Interface Production The new ViewerHighlightStyleDefault instance setting allows you to determine how opaque active and inactive highlights are in the Native Viewer.
11/6/2018 Resolved Defects Relativity Unified Experience Production We added a default UGS Client to the System Artifacts to block the delete action from Relativity, as users were not able to sync using the exclude functionality when the default client was edited.
11/6/2018 Resolved Defects Relativity Unified Experience Production When you exclude a client in the sync process through the User Sync Information tab in the UGS application, we now properly delete the client.
11/6/2018 Resolved Defects Relativity Unified Experience Production We now read the  group name from the correct property, and every message contains the group and client name according to the group or client previously selected to be added or removed from the sync process.
11/6/2018 Resolved Defects Relativity Unified Experience Production We added a warning message indicating that the satellite instance has no communication.
11/6/2018 Resolved Defects Relativity Unified Experience Production The New Workspace button no longer displays the Satellite instance or data from the information table when you delete a satellite instance.
11/6/2018 Enhancement Relativity Unified Experience Production We now prevent you from mistakenly installing two rap files after the initial application installation; we did this through new validation logic that checks a duplicate instance against the master instance.
11/6/2018 Resolved Defects Relativity Unified Experience Production We updated the Jquery reference to avoid cross-domain attacks.
11/6/2018 Resolved Defects Relativity Unified Experience Production We updated the Angular reference to avoid cross-domain attacks.
11/6/2018 Resolved Defects Relativity Unified Experience Production We updated the Bootstrap reference to avoid cross-domain attacks.
11/6/2018 Resolved Defects Transcripts  Production When you delete the designation type, we now correcly delete all objects related to the designation type, including its children.
11/6/2018 Enhancement Transcripts  Production We display a new load spinner in the transcript viewer when the word index panel is open.
11/6/2018 Enhancement Transcripts  Production Transcripts now supports several additional file extensions.
11/6/2018 Resolved Defects Agents Production The WorkspaceUpgradeCountForGCFullCollect instance setting is new, and it controls the number of workspace upgrades an Application Install Manager agent performs before a full garbage collection is initiated. Set the default value to zero to disable this function.
11/6/2018 Enhancement Developer Tools and Applications Production When an application fails to install to the Application Library, we display a warning in the Workspace Upgrade Queue with an option to retry installation of failed applications to the Application Library.
11/6/2018 Enhancement Admin Operations Production The WorkspaceUpgradeAutoRetryLimit instance setting is new, and it controls the number of times that the Workspace Upgrade Manager agent automatically retries a failed workspace upgrade before it is marked as completed or failed. The maximum effective value is 5, and larger values are reset to 5. A value of 0 will disable the garbage collection and will cause memory usage to grow faster during workspace upgrades within large environments.
11/6/2018 Enhancement Service Bus Production The ServiceBusFullyQualifiedDomainName instance setting now supports a semi-colon delimited list of hosts.
11/6/2018 Resolved Defects RDO Framework Production You can now delete objects with single and multiple object field relationships when the associated object's type has item-level security applied.
11/6/2018 Resolved Defects Security Production When you select groups using shift-click to mass select, we now select and display the correct number of items.
11/6/2018 Resolved Defects Security Production Everyone Group types are no longer available for selection as the Workspace admin group.
11/6/2018 Resolved Defects RDO Framework Production Changing the properties of indexed fields no longer removes them from the full text catalog.
11/6/2018 Resolved Defects Authentication Production Relativity now accepts emails that contain an apostrophe in the name.
11/6/2018 Resolved Defects RDO Framework Production Dynamic Objects now correctly save if the the linked artifact field is included on the layout and and its display type is not a pop-up picker.
11/6/2018 Resolved Defects Resource Servers Production The conversion cache no longer stalls indefinitely when a cache cleanup fails.
11/6/2018 Resolved Defects RDO Framework Production Dynamic Objects created through an object list on a layout are now linked to the instance of the associated object.
11/6/2018 Resolved Defects RDO Framework Production Users restored using ARM now properly display on user fields.
11/6/2018 Enhancement Imaging Production We now provide a native imaging setting under Email Options called Split tables to fit page width; this new setting detects tables that are wider then the printing page and images those tables in multiple lines to prevent content cut-off. Emails in which table splitting was performed display the following Imaging Warning: "Split performed on table larger than page width."
11/6/2018 Enhancement Imaging Production Native Imaging now flags emails (.EML and . MSG files) that had any of their content cut off after imaging.
11/6/2018 Enhancement OCR Production OCR profiles now support the following languages: Hebrew, Vietnamese, Thai, and Arabic.
9/29/2018 Enhancement Case Dynamics Production Loading time of Coding Pane with Case Dynamics enabled is improved by 25%.
9/29/2018 Enhancement Case Dynamics Production Master Report and Offline Report generation now takes half the time of what those reports used to take in June Update. Our tests with limited data and in a controlled environment, shows report generation speeds improve up to 75%.
9/29/2018 Enhancement Transcripts Production Transcripts will now maintain and display hyperlinks for any links that exist between the Transcript being uploaded and the Exhibits contained within the LEF file type.
9/29/2018 Enhancement Transcripts Production The transcripts viewer will no longer include a division between pages, so there is a continuous text stream. The page number is now included in the first line of each page.
9/29/2018 Enhancement Transcripts Production The Transcripts application will now automatically read the page number where the transcript starts and display it in the transcripts viewer.
9/29/2018 Enhancement Transcripts Production The naming convention for the exhibits names that are imported and related at the same time as a Transcript import will now include a _ instead of a /. i.e. Transcripts1_Exhibit1. If there are no exhibits on a Transcripts import, the exhibits folder will not be generated.
9/29/2018 Enhancement Transcripts Production Users will now be able to identify which workspaces with Case Dynamics installed have the UTC toggle on, by running the "Case Dynamics - Read Case Dynamics settings" Script at the Instance level. Users will also be able to run the "Case Dynamics - Convert UTC format" script to set the status of the UTC conversion on workspaces where Case Dynamics is installed.
9/29/2018 Enhancement Transcripts Production Users will now see a contextual help icon on the Transcripts Import modal that informs that the Deponent Name is mandatory as it will be used as the name of the folder that will get created to store the Transcript files.
9/29/2018 Enhancement Transcripts Production Users will now be able to import Transcripts in bulk using RDC.
9/29/2018 Enhancement Transcripts Production Users will now be able to expand and collapse all the notes in a Transcript by doing a single click on the Expand All Notes/ Collapse All Notes button in the toolbar.
9/29/2018 Enhancement Transcripts Production Users will be able to modify the fields that are shown on the Transcripts import modal by modifying the Transcripts Import Layout.
9/29/2018 Enhancement Case Metrics Production Users will now be able to save the most commonly used filter values as a Case Metrics Profile.
9/29/2018 Enhancement Workspace Portal Production System Administrators will now be able to connect to multiple instances in Workspace Portal.
9/29/2018 Enhancement Structured Analytics Production Structured Analytics optimizations to improve data export performance.
9/29/2018 Enhancement File Transfer  Production You can now use the Transfer Command-line Interface (CLI) as a way to upload and download files, and browse local and remote directories in Relativity and RelativityOne environments.
9/29/2018 Enhancement Relativity Desktop Client Production In RelativityOne, Workspaces that contain file shares in a friendly, Relative, or FQDN format will now be able to export via the RDC in Aspera mode because RDC Export has been updated in order to account for each file path format. 
9/29/2018 Enhancement Relativity Desktop Client Production In RelativityOne, to ensure that Aspera credentials are properly used for RDC export when a new fileshare is added to a workspace resource pool it will be set as the 'default' file share while previous file shares will remain. In addition to ensure that Relativity is utilizing the appropriate file shares, a default file share will be pre selected when a user selected a resource pool. 
9/29/2018 Resolved Defect Structured Analytics Production Email Threading will no longer fail when the parent email of an excluded attachment encounters an error and fails to be sent to the Analytics engine.
9/29/2018 Resolved Defect Legal Hold Production Formatting issues when copying and pasting paragraph headers and multiple bullets from Microsoft Word into the HTML editor have been fixed.
9/29/2018 Resolved Defect Legal Hold Production Adding custodians to a project via a list of email addresses now adds the correct list of custodians to the project.
9/29/2018 Resolved Defect Legal Hold Production The defect where under certain circumstances custodians were being marked as silently released after having been sent a release notice has bee fixed.
9/29/2018 Resolved Defect Legal Hold Production All reminders are now sent out when a project has more than one communication configured to send out automatic reminders.
9/29/2018 Resolved Defect RDO Framework Production Objects with single and multiple object field relationships can now be deleted when the associated object's type has Item-level security applied.
9/29/2018 Resolved Defect Security Production Group Security Preview Mode exits correctly while in the Document Viewer
9/29/2018 Resolved Defect RDO Framework Production Users restored using ARM now properly display on user fields.
9/29/2018 Enhancement ARM for Processing Production When using ARM for Processing, you now can see the following details to track progress: Overall Status, Phase, Percent Done, Time Last Updated, and Tasks.
9/29/2018 Enhancement Processing Sets Production You now have the option to use Quick-Create Set(s) in Relativity Processing, which allows you to create processing sets, data sources, and custodians automatically based on the folder structure of your Processing Source Location.
9/29/2018 Enhancement Infrastructure Production Relativity Processing no longer requires .NET 3.5 to be installed as a prerequisite.
9/29/2018 Enhancement Infrastructure Production Relativity Processing now supports iTextSharp 7.1.1.
9/29/2018 Resolved Defect Processing Sets Production Email Domain Name values containing invalid characters no longer cause publish to fail in Relativity Processing.
9/29/2018 Resolved Defect Imaging Production The maximum pages imaged per file value field no longer errors out with a message.
9/29/2018 Resolved Defect Production Sets Production When producing production using Tiff Placeholder (Image Placeholder), the produced placeholder image will be the same DPI as the original placeholder uploaded.
9/29/2018 Enhancement Extensibility Points Production Developers can now use the Object Manager Export API to enable bulk reads of documents' metadata and long text field data.
9/29/2018 Enhancement Active Learning Production Active Learning ‘Update Ranks’ now includes performance enhancements. It will take the same amount time for the initial ‘Update Ranks’ to as previous versions of Relativity; however, now on subsequent ‘Update Ranks’ performance is improved.
9/29/2018 Resolved Defects Relativity Desktop Client Production The progress bar will now display accurate status when running an image import overlay and choosing to not copy files to the repository.
9/29/2018 Resolved Defects Image Upload Production When uploading or replacing an image with a document that has no native, we no longer force the basic imaging process. The imaging profiles selected on the viewer are used when uploading/replacing images.
9/29/2018 Resolved Defects Imaging Profiles Production You will not be able to edit the Native Default Imaging Profile
9/29/2018 Enhancement Productions Production The Production console now presents a summary that includes the estimated time remaining, completion rate, number of documents with images, natives, placeholders, and redactions.
9/29/2018 Enhancement Imaging  Production You can now see documents and their related imaging errors from the document list, as well as more detailed information about those errors, including Imaging Method (Native vs Basic), Imaging job Type (Imaging Set, Mass Imaging, Image on the fly), Status (Ready to retry, Retried, Resolved), and a link to the Imaging Set associated with this error if the error came from a Imaging Set.
9/29/2018 Enhancement Integration Points Production Additional RIP "Validation" job status was added when job is being validated against completeness and permissions. When validation is unsuccessful "Validation Failed" status will be presented on job status page and job history and job history error will be updated with the corresponding error.
9/29/2018 Enhancement Legal Hold Production You can now require that General Hold Notice and Email Acknowledgement communications be approved before being sent to custodians.
9/29/2018 Enhancement Legal Hold Production You can now see how many Acknowledgements have been completed and how many are still outstanding for your active projects. You can also quickly determine if a custodian is assigned to any Holds.
9/29/2018 Resolved Defects Legal Hold Production We now display an error when a custodian is working with a previously saved draft of a questionnaire and they delete an answer and attempt to save it again.
9/29/2018 Enhancement RelativityOne Staging Explorer Production We now sort folders and filers in the Local and Staging areas in alpha-numeric order; you can change from ascending to descending order by clicking the Name column.
9/29/2018 Enhancement RelativityOne Staging Explorer Production You can now sort on the Date Modified and Size fields in both the Local and Staging areas.
9/29/2018 Resolved Defects RelativityOne Staging Explorer Production RelativityOne Staging Explorer now supports long paths up to 470 characters; paths exceeding 470 characters aren't transferred and the job fails.
9/29/2018 Enhancement RelativityOne Staging Explorer Production In both the Local and Staging areas, you can now rename a selected folder by clicking the Rename icon.
9/29/2018 Enhancement RelativityOne Staging Explorer Production When you open the RelativityOne Staging Explorer, we now check to see if there is a newer version available; if there is, we prompt you to download the newest version. This is required if there are significant differences between the newest version and the version you're running.
9/29/2018 Enhancement Integration Points Production The Relativity sync provider in RIP now displays more informative error and warning messages if you make any known misconfigurations when setting up a job.
9/29/2018 Enhancement Audit Production Audit migration now includes additional logic that will only retry a single audit record rather than an entire batch of audits. The additional logic improves migration performance by removing the need to retry any audits that were already successfully migrated.
9/29/2018 Enhancement Audit Production The Data Grid Audit Migrator agent now migrates audit records that exceed 100 MBs in size. Large audit records are migrated and stored in the Relativity Fileshare.
9/29/2018 Resolved Defects Search Term Reports Production The Include Relational Group field now displays the correct information after the Search Terms Report runs.
9/29/2018 Enhancement Search Production Search Terms Reports (STR) now accepts Unicode characters in the email addresses you enter in the Email Notification Recipients field.
9/29/2018 Resolved Defects Searching Production We've updated the logic of the Saved Search pop-up picker to return more results.
9/29/2018 Enhancement Audit Production You can now arrange for the Data Grid Audit Deleter agent to run on-demand through a new instance setting.
9/29/2018 Enhancement Searching Production The <All Documents in Workspace> Searchable Set selection is no longer available for selection when you build a new dtSearch index.
9/29/2018 Enhancement Conceptual Analytics Production Conceptual index updates no longer time out when you submit a large number of repeated content filters. 
9/29/2018 Enhancement Active Learning Production The Workspace Admin group is now an available option in the Reviewer Group dropdown in Active Learning.
9/29/2018 Enhancement Active Learning Production We now report the elusion rate to a tenth of a percent.
9/29/2018 Enhancement Active Learning Production On new installs of Active Learning, the Active Learning Projects tab is placed before the Sample-Based Learning tab. Existing installations remained unchanged.
9/29/2018 Enhancement Active Learning Production The Start Review button is now enabled even if you haven't entered any parameters. When you click Start Review, you must enter parameters before review turns on. When performing an elusion test, you no longer have to wait for a build to enter your parameters.
9/29/2018 Enhancement Active Learning Production In Active Learning Projects, you can now view suppressed duplicate documents from the Field Tree. You can find the tag for suppressed duplicate documents under the Classification index associated with the Active Learning project.
9/29/2018 Enhancement Active Learning Production The Active Learning Project details page now displays an Analytics Index Error notification if the index associated with the project is missing or corrupted.
9/29/2018 Enhancement Active Learning Production The Docs Remaining count is no longer available in the Prioritized Review queue modal.
9/29/2018 Enhancement Active Learning Production The Coded Documents count now displays when the review is off.
9/29/2018 Enhancement Active Learning Production You can now use ARM to migrate Active Learning projects between on-prem instances and from on-prem to RelOne, including classification indexes.
9/29/2018 Enhancement Active Learning Production The coverage review now serves up documents that are most impactful to the Active Learning model's understanding of relevance. Typically, these are documents that the model is most unsure about. This includes reporting on the coverage review.
9/29/2018 Enhancement Active Learning Production The Suppressed Duplicates project setting now defaults to No.
9/1/2018 Resolved Defects Structured Analytics Production Structured Analytics is now more resilient to long running queries that may occur while results are being imported into Relativity. These queries will no longer generate timeout errors causing a set to fail.
8/4/2018 Enhancement Integration Points Production When using the RIP SDK you will no longer receive errors when attempting to retrieve fields for field mapping. 
6/30/2018 Enhancement Transcripts Production Users can now import and view mp4 videos that are synced with our supported transcript file types when these have the timing convention of the mp4 file.
6/30/2018 Enhancement Transcripts Production Users can now copy or not the page and line numbers of a transcript by selecting the text, doing right click and selecting: "Copy Text" or "Copy With Page: Line" or using CTRL +C to copy only the text or CTRL + ALT + C to copy text with page: line numbers.
6/30/2018 Enhancement Transcripts Production The Transcript Report will now have the Key Terms included highlighted.
6/30/2018 Enhancement Transcripts Production Users will now see a Video/Transcript icon in the Documents list when there is a Transcript with video.
6/30/2018 Resolved Defects Security Production Security update to resolve a vulnerability in Relativity 9.6.
6/30/2018 Enhancement Installation Production Users will now need to enable the "Case Dynamics - Coding Pane" permission under the Document object to see the Case Dynamics-Coding Pane in the document viewer and to be able to create or link Case Dynamics objects from the viewer.
6/30/2018 Enhancement Installation Production The toggle to record time converted in database to UTC will be turned off by default.
6/30/2018 Enhancement Case Dynamics Production Timelines on Case Dynamics may now be configured to be organized by time or by date.
6/30/2018 Enhancement Case Dynamics Production The between icons on the timeline are now also shown on the line and not only on the fact boxes.
6/30/2018 Enhancement Case Dynamics Production The old Case Dynamics layouts are being deprecated.
6/30/2018 Enhancement Mass Operations Production Mass Delete Operation generates audit records while deleting documents and all associated files. We modified the code that generates these XML records using FOR XML constructs. This reduced the time to create these records and improved the overall performance by 40%. The users will see no difference in the generated records in the Audit Tab.
6/30/2018 Enhancement Mass Operations Production We have introduced a new Instance Setting to control the visibility of the Process Transcripts mass operation for the legacy Transcripts feature. The default value of the HideProcessTranscriptsMassOperation Instance Setting will be set to True and will hide the Process Transcripts mass operation by default in the Mass Operations menu.
6/30/2018 Enhancement Reviewer Interface Production In a previous release, we had introduced a new Instance Setting to control the whether or not to show all of the email address information in the Native HTML5 Viewer-mode by default or a subset of the email address information. The default value of the ShowAllEmailAddresses Instance Setting will now be set to True and will expand to show all of the email address information in the Native HTML5 Viewer-mode by default. A user will always be able to expand or collapse additional email information by interacting with the expand/collapse toggle within the Native HTML5 Viewer-mode.
6/30/2018 Enhancement Reviewer Interface Production We have introduced a suite of highlighting capabilities to the Native Viewer of the Review Interface: fuzzy searching, stemming, regular expression, proximity, and numeric patterns are now supported when a persistent highlight set is associated with a search term report using dtSearch.
6/30/2018 Enhancement Active Learning Production A new Active Learning Worker Agent has been created. This new agent will allow for Active Learning to scale up as more projects are added. One or more Worker Agents should be created in an instance which has Active Learning installed. More Worker Agents will allow a greater capacity for projects to be processed in parallel.
6/30/2018 Resolved Defects RDO Framework Production Multi-Object Fields that are linked to the same Object Type now correctly display their linked items in the object list.
6/30/2018 Resolved Defects Security Production We now correctly display the name of a copied group when you preview the security for that group.
6/30/2018 Resolved Defects Security Production Previewing Security for a copied group now correctly displays the name of the group.
6/30/2018 Enhancement Security Production Secret Store is now required to run at all times. Secrets are migrated to Secret Store, and we recommend that you configure your environment with High availability in case one of the secrets gets lost.
6/30/2018 Resolved Defects Extensibility Points Production The Preview feature for Relativity Scripts now correctly generates its SQL statement using the same method used for the Run function.
6/30/2018 Enhancement Data Import Production We've made a number of improvements to Data Grid file system performance when you import Data Grid-enabled long text fields via Relativity Desktop Client.
6/30/2018 Resolved Defects Relativity Scripts & Utilities Production Reviewer Statistics now correctly displays user activity time when you run the script in a workspace in which the the Audit application is installed.
6/30/2018 Enhancement Structured Analytics Production In Email Threading, the duplicate spare master will no longer change when you run an incremental analysis.
6/30/2018 Enhancement Structured Analytics Production For RelativityOne only, the GetStatusAsync() endpoint of the Structured Analytics Set API now includes a new response property called JobState.IsQueued (optional bool).  When this property is present and set to True, the job running for the requested Structured Analytics Set has been queued. The current phase of the queued job will not execute until the job has been removed from the queue.
6/30/2018 Resolved Defects Active Learning Production In Active Learning, you now see a more informative error message when you attempt to load the Project details page without proper permissions.
6/30/2018 Resolved Defects Assisted Review Production Assisted Review agents are no longer disabled when they fail to process a job.
6/30/2018 Resolved Defects Structured Analytics Production Email Threading no longer errors out or becomes suspended during rare instances in which email headers are malformed due to either missing components or damaged extracted text.
6/30/2018 Enhancement Active Learning Production In Active Learning, the tooltip text on the Update-Ranks icon now changes based on an Update-Ranks status of In Progress or Idle.
6/30/2018 Enhancement Active Learning Production In Active Learning, the update ranks progress now displays which step of the overall process it is currently on.
6/30/2018 Resolved Defects Analytics Index Production Conceptual indexes are now included in the Search Index Tabs's default All Search Indexes view, allowing you to set item-level security on Conceptual Indexes. 
6/30/2018 Enhancement Infrastructure Production You can now view and manage your active processing and imaging jobs from a single monitoring page that combines information from the worker status and worker manager queue objects. You are also now able to start, stop, and restart processing/imaging workers from this page.
6/30/2018 Enhancement Infrastructure Production You can now view the history of all processing data sources from the new Processing History tab, which contains information on all the data sources created and published into your instance of Relativity.
6/30/2018 Resolved Defects Processing Sets Production Relativity no longer populates date and time values of children of PSTs, OSTs, MSGs, and NSFs with the date and time of processing.
6/30/2018 Enhancement Infrastructure Production Invariant now supports the secret store so that security-related data is now stored securely in the secret store.
6/30/2018 Resolved Defects Processing Sets Production The All Custodians and All Source Locations script included in the Processing Duplicate Workflow application has been updated to use 40 characters for SHA-1 hashes.
6/30/2018 Resolved Defects ARM Production When you try to install the ARM application on a Relativity version lower than 9.5.292.12, you now receive an informative error message.
6/30/2018 Enhancement Imaging Production The Password Bank is now supported for Basic Imaging.
6/30/2018 Enhancement Delete job Production You can now delete any job from the Jobs grid by clicking the trash icon available under the Action column. You can also delete multiple jobs by selecting them and clicking Delete. Once you click either the trash icon or Delete, the selected job(s) are deleted from both the Jobs grid and your machine. This option is available only for jobs with the following statuses: New, In Queue, Canceled, Finished and Failed.
6/30/2018 Enhancement Warning Message Production A warning shows when restoring a workspace with missing applications so admins can install those applications or remove them from the workspace.
6/30/2018 Enhancement Clowder Archive Production Added the ability to include analytics indexes and structured analytics sets in ARM archives on RelativityOne.
6/30/2018 Enhancement Remove Aspera Credentials Production Simplified restore job creation by allowing Relativity administrators to restore workspaces without specifying Aspera credentials.
6/30/2018 Resolved Defects Validation Message Production File share validation for reference files as archive links was changed.
6/30/2018 Enhancement Legal Hold Production You can send individual or scheduled reminders at the projects level. Use the Project Reminders tab or Project Reminder console to send reminders.
6/30/2018 Enhancement Legal Hold Production A Select All radio button is available in the Assign Custodians to Project pop-up. Over 1,000 custodians can be selected.
6/30/2018 Enhancement Legal Hold Production Added and updated help information throughout the Legal Hold application.
6/30/2018 Enhancement Processing Production Relativity Processing now supports EnCase Forensic version 8.
5/23/2018 Resolved Defects Mobile Production Enhancing stability of conversion over instances with multiple web servers.
5/23/2018 Resolved Defects Mobile Production Number of total items in the object list modal is displayed at the top right of the modal.
5/23/2018 Enhancement Mobile Production In compliance with the General Data Protection Regulation (GDPR) in the EU, Relativity's mobile app obfuscates a user's identity in mobile analytics.
5/23/2018 Resolved Defects Mobile Production Visible on Mobile permission is now respected in all environemnts.
5/23/2018 Resolved Defects Mobile Production Documents continue to load after conversion as expected. 
5/23/2018 Enhancement Mobile Production The Image and Production icons in the left navigation slider only appear when an image or production are available for the document.
5/23/2018 Enhancement Mobile Production

There are new expand/collapse icons in the document viewer.

 
4/28/2018 Enhancement Processing Production We updated the Document Viewer Service GetViewerContentKey to support the viewing of Files attached to RDO Fields.
4/28/2018 Enhancement Transcripts Production Transcripts Printing will now include Designations and Notes on the single page print.
4/28/2018 Enhancement Transcripts Production The Designation Type is now included on the Transcripts Report when a Designation is included.
4/28/2018 Enhancement Case Dynamics Production Users can now make changes to the Linking Documents view and keep those changes after an upgrade to a newer version by copying the view and name it Linking Documents Custom, before the upgrade to a newer Relativity Version.
4/28/2018 Resolved Defects Searching Production Selecting Search rather than Save & Search when a sort is applied on a field now correctly applies the sort when displaying results in the View.
4/28/2018 Enhancement Dashboards Production Additional fields are now available for Group By and Pivot By when constructing Legal Hold dashboards. Refer to the following documentation for the complete list of all fields.
4/28/2018 Enhancement Preserve in Place Production You can now create Preservation Holds in O365 for Exchange mailboxes, OneDrive for Business accounts and SharePoint sites as part of your Relativity Legal Hold Project setup.
4/28/2018 Enhancement Review Interface Production

Highlight colors in the viewer are now 40% opaque, so the colors appear lighter. See the Persistent Highlight Sets documentation site for more details.

Tracked changes in Excel files to be viewed, searched and annotated, and are supported for the XLS, XLSX, and XLSB file formats.
4/28/2018 Enhancement Structured Analytics Production We now support the analysis of emails containing Spanish language headers in Email Threading.
4/28/2018 Enhancement Structured Analytics Production We now support the analysis of emails containing Korean language headers in Email Threading.
4/28/2018 Enhancement Structured Analytics Production When you run Structured Analytics, we now report documents with unrecognized binary characters in the extracted text as data warnings and import their results.
4/28/2018 Enhancement Active Learning Production We nowprovide additional contextual help on the Active Learning project page for the review queue cards and the prioritized review progress chart.
4/28/2018 Enhancement Active Learning Production Active Learning projects now track and display the original number of documents in the project as of the time of project creation. 
4/28/2018 Enhancement Active Learning Production You can now export the chart widgets on the Active Learning dashboard to PNG.
4/28/2018 Enhancement Active Learning Production You can now rename the choices used for the document coding fields in Active Learning.
4/28/2018 Enhancement Active Learning Production When you populate a Classification Index in Active Learning, you now automatically trigger categorization on the categorization set associated with the Active Learning project. This makes the documents that were just added to the index available for review in the queue.
4/28/2018 Enhancement Active Learning Production The option to update ranks on an Active Learning categorization set that has never been categorized is now disabled until you've run categorization.
4/28/2018 Enhancement Active Learning Production For Active Learning categorization sets that haven't been categorized since the last time ranks were updated, the Elusion Test statistics now display that ranks are up to date when finishing the test.
4/28/2018 Enhancement Active Learning Production Active Learning now periodically updates document ranks and progress on the project page without reloading the browser.
4/28/2018 Enhancement Active Learning Production Active Learning no longer incorrectly displays zero documents remaining on Prioritized Review queue cards before categorization has occurred.
4/28/2018 Enhancement Active Learning Production For Active Learning categorization sets that have not been categoirzed since the last time ranks were updated, the update ranks fly-out now indicates that document ranks are up to date. The option to update ranks is still enabled, which means you can run the process again to update fields on documents if the rank cut-off changed.
4/28/2018 Enhancement Conceptual Analytics Production The Relativity Analytics Index manager agent now marks documents larger than 30 MB as errors for the index before the engine reads those documents' text, which causes the engine to reject those documents.
4/28/2018 Enhancement Search Production We now build dtSearch indexes by allocating sub-batches by total document size when a Data Grid long-text field is included in the index build. The dtSearchAllowUniformSubIndexCreation instance setting is set to True by default to include this optimization during your index build. You can update this setting to revert to sub-batching by document count.
4/28/2018 Enhancement Infrastructure Production We now collect data on document distribution for long-text data stored in Data Grid through Telemetry.
4/28/2018 Enhancement Search Production We now build a dtSearch index designating sub-batches by total index size rather than document count when a Data Grid field is included. Delegating sub-batches to available dtSearch Worker agents ensures that each agent performs an equal amount of work, improving the index build time.
4/28/2018 Enhancement Audit Production We now support Pivot Profiles for Audit. When building a new widget in the Audit dashboard, you can select a Pivot Profile to create your widget.
4/28/2018 Enhancement Search Production We now send an email notification when a Search Terms Report is complete. You can enter an email or multiple email addresses to send an alert prior to running the Search Terms Report.
4/28/2018 Enhancement Audit Production Audit now displays the Timestamp field included in a list or widget in your local timezone.
4/28/2018 Resolved Defects Logos Production Adding a custom logo to the Relativity Login page no longer requires an IIS reset in order for the changes to take effect.
4/28/2018 Enhancement Security Production Secret Store is a new infrastructure component required for installation and upgrade. The Secret Store provides secure, auditable storage for Relativity secrets.
4/28/2018 Enhancement Infrastructure Production The Bloomberg handler is now decoupled from Invariant, which means you can now update this handler independent of Invariant.
4/28/2018 Enhancement Infrastructure Production The Lotus Notes handler is now decoupled from Invariant, which means you can now update this handler independent of Invariant.
4/28/2018 Enhancement Processing Sets Production The Filtered Inventory field on the Processing Set Status category of the Processing Set layout is now displayed under the Discover heading, is now called Filtered Files, and is only visible if files have been filtered.
4/28/2018 Enhancement Processing Sets Production Relativity Processing now includes a new Processing Data Sources tab, which provides information on all data sources associated with all processing sets in the workspace.
4/28/2018 Enhancement Relativity Scripts & Utilities Production You can now use the new Email Report option to share a link that gives access to a Relativity report, assuming the recipient has permissions to the report.
4/28/2018 Enhancement List Page Production You can now Group By/Pivot On date fields in weekly and bi-weekly ranges with Pivot Widgets. Weekly and bi-weekly date ranges are supported in all pivot display types and in XLSX export. In addition, you can store weekly and bi-weekly date ranges in Pivot Profiles.
4/28/2018 Enhancement List Page Production The type-ahead tree filter is now available in the Document Folder Browser.
4/28/2018 Resolved Defects Pivot (Classic) Production You can now save the table display type in a Pivot Profile as you can any other pivot display type (line, bar, or pie chart) in the New UI.
4/28/2018 Enhancement List Page Production Saved Searches are no longer dependent on Search Providers if they don't contain conditions for Index Search. Thismeans you cannow modify a saved search even if you don't have permissions to search indexes.
4/28/2018 Resolved Defects Pivot (Classic) Production We now support local date formats in Line Charts in the New UI. The format is defined by the Internet Browser locale.
4/28/2018 Enhancement Pivot (Classic) Production We now display pie charts in a scrollable container when both the pie chart and the legend are too large to fit in the widget.
4/28/2018 Enhancement ROSE Production We now include the remaining time of a ROSE job in the job details so you can see how much time is left before the job is complete.
4/28/2018 Enhancement ROSE Production When you expand the details of a ROSE job, we now highlight all folders and files associated with that job in gray.
4/28/2018 Resolved Defects ROSE Production You can now transfer empty folders with the RelativityOne Staging Explorer.
4/28/2018 Enhancement ROSE Production When you click Upload or Retry, we now check the number of files within all active transfers, and if this number exceeds 2 million, the job fails immediately and you see an error message in the the Error text box. This is a temporary solution until the file limit is removed from ROSE.
4/28/2018 Resolved Defects ROSE Production You can now cancel a ROSE transfer immediately after starting the job.
4/28/2018 Resolved Defects ROSE Production When you start a transfer with ROSE, the transfer job starts immediately without waiting for the enumeration phase to complete.
4/28/2018 Resolved Defects OCR Production We've added a safeguard to prevent an OCR set from bringing down the agent manager Windows service.
4/28/2018 Resolved Defects Mass Operations Production With the introduction of OutsideIn 2018.1, an issue related to Mass Save as PDF for MSG files with embedded fonts has been resolved.
4/28/2018 Resolved Defects Mass Operations Production With the introduction of OutsideIn 2018.1, Mass Save as PDF no longer removes text from certain PDF natives.
4/28/2018 Resolved Defects Imaging Production When you run an imaging job using an imaging profile that has the option to auto-fit tables enabled, we now pre-process the HTML of email messages. Tables with too many columns or too much contiguous text may still not fit the width of a page.
4/28/2018 Enhancement Production Set Production You can now rename completed production sets.
4/28/2018 Resolved Defects Audit Production When you install the Audit application, you no longer see an error due to a missing Admin Workspace choice; instead, the Audit Manager agent now creates the choice if it didn't exist when you installed the application.
4/28/2018 Enhancement Workspace Production The MaxConcurrentWorkspaceUpgradesPerApplicationInstallerAgent instance setting is new and you can use it to configure the maximum number of workspaces an Application Installation Manager agent can upgrade concurrently.
4/28/2018 Enhancement Workspace Production The Instance Setting Information layout now includes the new Encrypt field, which you can use to specify whether the Value and Initial Value fields for an instance setting are stored in the Secret Store. By default, these fields aren't encrypted.
4/28/2018 Resolved Defects Extensibility Points Production The Permissions API correctly allows for non-system administrators to add or remove groups through the API if they have the proper permissions to do so.
4/28/2018 Enhancement Dashboards Production Additional fields are now available for Group By and Pivot By when constructing Legal Hold dashboards. Refer to the following documentation for the complete list of all fields:  .
4/28/2018 Enhancement Structured Analytics Production In Email Threading, parent emails will now be marked as inclusive when their attachments, which were automatically excluded by the system, inherit the threading values of the parent. These will be identified by a new inclusive reason of "Unanalyzed_Attachment".
4/28/2018 Enhancement Active Learning Production In Active Learning, upon accepting elusion test results, the categorization set relevance rank cutoff will be updated with the elusion test rank cutoff value.
4/28/2018 Enhancement Active Learning Production

Active Learning UI Changes on Elusion Test Statistics:

  • Removing `# of Eluded Documents` column
  • Removing `Coded` Column
  • Add Number of "Positive Category name" coded column
  • Add Number of "Negative Category name" coded column
  • Removing wording "Range" from some columns
4/28/2018 Resolved Defects Active Learning Production If Assisted Review Worker Agents are on separate servers, two different agents will no longer start working on the same job.
4/28/2018 Enhancement Active Learning Production In Active Learning elusion tests, documents are now pre-converted to improve document load times.
4/28/2018 Enhancement Active Learning Production The wording in the "Complete Elusion Test" modal has been improved to better explain what will happen upon completion.
4/28/2018 Resolved Defects Active Learning Production In Active Learning, the AutoBuild Flag on the Categorization set will now stay on when rejecting an Elusion Test before the build is finished.
4/28/2018 Enhancement Connectivity Check Production There is a new feature available on ROSE UI within Jobs grid section, called ""Connectivity Check"". After clicking on it ROSE health check is being triggered checking the following: * Connection with RelativityOne * Connection with Aspera Server (TCP ports check) * Aspera credentials in Workspace * Minimum memory requirements When any of the tests above fail a user is notified about a root cause and possible actions to take. 
4/28/2018 Enhancement Transfer enhancement Production Significant decrease of current limits in terms of number of files that can be transferred among all the active jobs: from 2M of files to 10M. Significant decrease of min RAM needed: from 8GB to 2GB 
4/28/2018 Resolved Defects Mass Operations Production Tally Sum Average operation will no longer time out on documents over three million.
4/28/2018 Enhancement List Page Production New operators are now available for textual fields in advanced condition modal. The new operators are: is greater than or equal to, is less than or equal to, begins with, does not begin with, ends with, does not end with.
4/28/2018 Resolved Defects List Page Production Filter cards that were applied from a Pivot are now removed from filter panel when the Pivot Widget is removed from the dashboard.
4/28/2018 Resolved Defects Pivot (Classic) Production Table display type may be saved in Pivot Profiles as any other pivot display type (line, bar, or pie chart) in the New UI.
4/28/2018 Resolved Defects Pivot (Classic) Production Local date formats are now supported in Line Charts in the New UI. The format is defined by the Internet Browser locale.
4/28/2018 Enhancement List Page Production It is now possible to Group By/Pivot On fields of date format in weekly and bi-weekly ranges with Pivot Widgets. Weekly and bi-weekly date ranges are supported in all pivot display types and in XLSX export. Additionally, weekly and bi-weekly date ranges may also be stored in Pivot Profiles.
4/28/2018 Enhancement List Page Production The export to PNG of large Pie Chart legends is improved, now any number of legend items is exported.
4/28/2018 Enhancement List Page Production Copy link to Clipboard option is now available in Saved Search and Field tree context menu. You can copy the link without creating a draft email now.
4/28/2018 Enhancement List Page Production The type-ahead tree filter is now available in the Fields Browser.
4/28/2018 Resolved Defects List Page Production The issue of having session timeout warning displayed if all the user activities are performed within one tab in the New UI is fixed. The New UI activities (such as running saved search, adding pivot widgets, etc.) extend session now.
4/28/2018 Enhancement List Page Production Saved Search tree filtering no longer causes the page to reload. All the Saved Search tree filtering actions are executed within the tree and they don't cause type ahead filter field focus loss.
4/28/2018 Enhancement Pivot (Classic) Production The display of large Pie Chart legends is improved, now any number of legend items can be accommodated without impacting the Pie Chart representation. Pie Chart legends are now displayed in a scrollable container when both the Pie Chart and the legend cannot fit into the widget.
4/28/2018 Enhancement List Page Production The type-ahead tree filter is now available in the Document Folder Browser.
4/28/2018 Enhancement List Page Production Saved Searches are no longer dependent on Search Providers if given Saved Search does not contain conditions for Index Search. Previously, users who lacked permission to use Search Indexes were not allowed to modify Saved Searches.
4/28/2018 Enhancement Reviewer Interface Production There is a new instance setting called ShowAllEmailAddresses in the Document.Viewer section that gives you the option to show all email addresses instead of a subset when you expand them in the header.
4/28/2018 Enhancement Reviewer Interface Production In addition to Natives, the Document Viewer Service will now automatically pre-convert the first 25 images in the related documents review queue in accordance with the NumberOfRelatedDocumentsToPreconvert Instance Setting.
4/28/2018 Enhancement Reviewer Interface Production In addition to Natives, the Document Viewer Service (DVS) will now pre-convert Images upon batch set checkout instead of batch set creation so that batched documents will be automatically converted immediately preceding review in accordance with the NumberOfDocumentsToAutoPreConvert Instance Setting.
4/28/2018 Enhancement Reviewer Interface Production The latest version of the Conversion Service for the Review Interface now supports a suite of tracked change events for Excel documents, displays comments in spreadsheets consistently with other file types, and includes attachment sizes for MHT files processed by Relativity.
4/28/2018 Enhancement Reviewer Interface Production In addition to Natives, the Document Viewer Service will automatically pre-convert the first 10 Images in the Document List in accordance with the ItemListPreConvertCacheSize Instance Setting.
4/28/2018 Enhancement Case Dynamics Production Fact Manager has been renamed to Case Dynamics.
4/28/2018 Enhancement Relativity Scripts & Utilities Production Users will now be able to share a link that gives access to the report generated by using the email report icon. The link sent will share the report depending on the permissions of the user trying to access it.
4/28/2018 Enhancement Conceptual Analytics Production In Active Learning, if a Categorization Set encounters an error, it will now automatically retry the job before reporting it as failed.
4/9/2018 Resolved Defects ROSE Production The transfer starts immediately together with enumeration process (calculating transfer size), so the job is no longer stuck waiting for enumeration completion.
4/9/2018 Resolved Defects ROSE Production Transfers can be canceled immediately after job start.
4/9/2018 Enhancement ROSE Production To show Remaining Time of a job in Job details, so that a user is informed in advance about the potential transfer time of the job.
4/9/2018 Enhancement ROSE Production When in Job details (extended view) of any job and source directory of this job is shown on Local (for upload job) or Staging (for download job) area all the folders/files that are in scope of this job will be highlighted in gray.
4/9/2018 Resolved Defects ROSE Production RelativityOne Staging Explorer supports transfering empty folders.
4/9/2018 Enhancement ROSE Production When clicking on Upload button the system will check the number of files within all active transfers. If the number of files within all active transfers exceeds 2 millions of files the job will be failed immediately and the following message will appear in Error text box: ""The number of files within all active transfers exceeds the current limit of 2000000 files. Please consider dividing it into smaller chunks and try again."" The same validation will happen and the same message will appear when clicking on ""Retry"" for upload job. NOTE: This is a temporary solution until files number limit is totally removed.
2/3/2018 Resolved Defects OCR Production A safeguard was added to prevent an OCR set to bring down the agent manager windows service.
2/3/2018 Resolved Defects Mass Operations Production Mass Save as PDF for MSG files with embedded fonts is fixed with OutsideIn version 2018.1
2/3/2018 Resolved Defects Mass Operations Production Mass Save As PDF with Outside In version 2018.1.0 will no longer remove text from certain PDF natives.
2/3/2018 Resolved Defects Imaging Production When imaging an e-mail message with an HTML body, if the auto-fit tables option is enabled in the imaging profile, we now pre-process the HTML. Note that it is still possible that tables with too many columns or too much contiguous text may still not fit to the width of a page.
2/3/2018 Enhancement Production Set Production Now you can rename completed ProductionSets.
2/3/2018 Enhancement Processing Profile Production The new Processing Profile API supports the ability to create, read, update, and delete processing profiles. The Processing Profile API exposes methods for this functionality through .NET and endpoints for these services through REST.
2/3/2018 Resolved Defects Infrastructure Production The Nuance Omnipage Capture library used by Invariant has been updated to take advantage of new features and defect fixes. One example of a defect fix includes the removal of Nuance processes that could result in a stuck processing worker.
3/16/2018 Enhancement Mobile Production Relativity’s mobile app v1.7.0 is now compatible with Relativity version 9.6.26.97 and below.
3/16/2018 Resolved Defects Mobile Production Read-only Date fields no longer appear editable.
3/16/2018 Resolved Defects Mobile Production Read-only Choice fields now only show the selected choices.
3/16/2018 Resolved Defects Mobile Production If the user's Relativity access token expires, the authentication screen is presented.
2/3/2018 Enhancement Mobile Production The Object Manager API has been updated to ensure consistency in method signatures, object types and REST endpoints.
2/3/2018 Enhancement List Page Production "Show Sub-Chart" Pivot Widget option can now be set and saved as a part of a Pivot Profile. The setting is available in both the Pivot Widget settings form and the Pivot Profile form.
2/3/2018 Resolved Defects Structured Analytics Production Improvements were made to Structured Analytics improvements to avoid situations where a cancelled job becomes stuck. These situations include waiting on corrupt Analytics connectors and race conditions that could occur when cancelling after a retry attempt of a previously errored job.
2/3/2018 Enhancement Structured Analytics Production The Structured Analytics API now includes functionality for running an analysis of a set, generating fields used for storing results before running an analysis on a new set, copying the results of an analysis to legacy document fields, and other enhancements. The Structured Analytics API exposes methods for this functionality through .NET and endpoints for these services through REST. Since these enhancements include deprecated functionality, you should begin updating any custom code using this API.
2/3/2018 Enhancement Structured Analytics Production Email Threading now supports the analysis of emails containing Japanese language headers.
2/3/2018 Enhancement Structured Analytics Production Email Threading now supports the analysis of emails containing Portuguese language headers.
2/3/2018 Resolved Defects Structured Analytics Production Structured Analytics no longer attempts to send email notifications from an email that doesn't exist.
2/3/2018 Resolved Defects Structured Analytics Production Structured Analytics Sets will no longer fail due to silent post-installation failures in the Analytics application.
2/3/2018 Enhancement Structured Analytics Production Structured Analytics now better identifies and removes orphaned jobs from the job queue. Jobs can become orphaned for several reasons including the set being deleted or agents assigned to a particular job being deleted.
2/3/2018 Enhancement Active Learning Production In Active Learning, the Elusion Test has a version of the Dynamic Review Queue that does not allow for a coding decision outside of the Elusion Review to affect the Elusion results.
2/3/2018 Resolved Defects Active Learning Production In an Active Learning project, documents coded will no longer temporarily show as Skipped in the summary stats.
2/3/2018 Enhancement Active Learning Production When a reviewer is removed from a permission group associated with an Active Learning project, the reviewer no longer appears as available for selection on the Project review setup.
2/3/2018 Enhancement Active Learning Production When you start an Active Learning review, all documents that are queued for the review are sent to the document conversion service automatically.
2/3/2018 Enhancement Active Learning Production In Active Learning, if a reviewer attempts to enter a review queue after the last document in the review has been picked up by another reviewer, or if an admin stops the review, the reviewer is notified that there are no more documents in the review queue, and the option to enter the review is no longer available.
2/3/2018 Enhancement Active Learning Production When reviewing documents in a dynamic review queue in Active Learning, the reviewer now has the option to click a "New Document" button in the upper-right corner of the document coding pane. Clicking this icon skips the current document in the queue, giving it neither a positive nor negative coding decision. 
2/3/2018 Resolved Defects Conceptual Analytics Production The Categories field for categorization sets associated with Active Learning projects now always has the accurate value given the rank of the document and the cut off chosen when updating ranks. It also no longer has duplicate values.
2/3/2018 Enhancement Conceptual Analytics Production After running a full population on a classification index, Analytics examples for a categorization set associated with the index now properly re-synchronize with the Analytics engine without needing to delete the examples.
2/3/2018 Enhancement Active Learning Production Active Learning now has Elusion Test Validation.
2/3/2018 Enhancement Active Learning Production Active Learning queue cards now show the number of coded and skipped documents in addition to the number of documents remaining.
2/3/2018 Enhancement Active Learning Production Errors related to the Analytics server being unavailable are now surfaced in a user friendly way on the Active Learning Project page. 
2/3/2018 Enhancement Active Learning Production Active Learning Projects no longer display the document rank histogram if no data is available. 
2/3/2018 Enhancement Infrastructure Production The compression file handler is now decoupled from Invariant resulting in the ability to update this handler, which deals with archive files such as RAR files, independent of Invariant, assuming the compatibility matrix allows it.
2/3/2018 Enhancement Infrastructure Production The image file handler is now decoupled from Invariant resulting in the ability to update this handler, which deals with files such as TIFFs and JPGs, independent of Invariant, assuming the compatibility matrix allows it.
2/3/2018 Resolved Defects Processing Sets Production Relativity no longer misidentifies corrupt or inaccessible post-2007 Office documents as zip files.
2/3/2018 Resolved Defects Errors Production Relativity now re-identifies files when retrying processing errors in cases where a replaced or repaired file has been uploaded. This ensures proper text extraction and metadata extraction upon retry.
2/3/2018 Enhancement Errors Production Relativity now supports the ability to add notes to document errors individually or via a mass action.
2/3/2018 Resolved Defects Processing Sets Production Relativity now properly images and extracts text from text files regardless of file encoding.
2/3/2018 Enhancement Analytics Production Email threading now has improved logic around parsing dates to better identify the date, time, and timezone of an email.
2/3/2018 Enhancement Analytics Production Email threading is now able to identify an author in a single line header (example: On <sent date> <author> wrote: ) that consists of more than three words and it is not an SMTP address.
2/3/2018 Enhancement Analytics Production Email Threading is now case insensitive when identifying single line email header keywords. For example. "Wrote" and "wrote" are equivalent in the following Single Line  Email Header "On <sent date> <sender> wrote:"
2/3/2018 Resolved Defects Audit Production Applying a View Condition with the Last 7 Days filter now correctly results in the previous calendar week's data in the timestamp widget and list.
2/3/2018 Enhancement Audit Production Audit read and write operations no longer gather nonessential index information, which improves performance when migrating and searching audits in the Audit application.
2/3/2018 Resolved Defects Audit Production Applying a Workspace Name filter with another filter in the instance level Audit application now correctly filters results regardless of the order you apply the conditions.
2/3/2018 Resolved Defects ARM Production ARM Archive jobs including Audit now have performance improvements reducing the total time of job completion.
2/3/2018 Resolved Defects Audit Production Reviewer Statistics scripts running against Audit data now include performance improvements when calculating total actions and unique actions for each user.
2/3/2018 Resolved Defects Audit Production The Audit Manager agent has additional logic optimizing choice creation to improve performance when searching through audit records in the Audit application.
2/3/2018 Resolved Defects Audit Production The Audit Timestamp view filter now correctly displays results respecting minutes and hours.
2/3/2018 Enhancement Remove FTA from RelativityOne workspaces Production The File Transfer Application (FTA) is being deprecated in the February release and will no longer available for any user. The RelativityOne Staging Explorer (ROSE) is now the only tool for data transfer to/from RelativityOne.
2/3/2018 Enhancement One ROSE per one Windows user Production Only one RelativityOne Staging Explorer (ROSE) session can be open per one Windows user.
2/3/2018 Enhancement Job History stored on user's local machine Production Job History is stored on a user's local machine and is available in the RelativityOne Staging Explorer UI within the Jobs grid.
2/3/2018 Enhancement Jobs grid - default sorting Production When opening the RelativityOne Staging Explorer (ROSE) and creating a new Job, the new job will always be added at the top of the Jobs queue as long as no sorting is selected.
2/3/2018 Enhancement RDO Framework Production In the Users layout, the setting for the Default Filter Visibility field is now set to visible. This setting indicates that a user sees filters on all columns.
2/3/2018 Enhancement Security Production RelativityOne includes performance enhancements for adding users to groups, or removing them from groups. Now, RelativityOne executes these operations as jobs and sends an email message notifying you when a job is complete. When a job fails, a retry link is included in the email message and on the Errors tab.
2/3/2018 Resolved Defects Security Production Non-admin users can run workspace level scripts linked to an admin script.
2/3/2018 Enhancement RDC Import with TAPI Production Aspera transfer mode is now enhanced over Importing Images and Productions.
2/3/2018 Enhancement RDC Export with TAPI Production Aspera transfer mode is now available for Exporting Documents, Natives, Images and Productions to a Load File.
2/3/2018 Enhancement Audit Production The ability to export History list to CSV is now available in the New UI. The export is available via a mass operations action and maintains the filters applied to the History list. The amount of data for export is not limited.
2/3/2018 Resolved Defects Mass Operations Production For Save as PDF jobs for images, the size of the resulting searchable PDF has been reduced for TIFs, JPEGs, and TIFs & JPEGs combined. The size will vary based on the options selected (file type, markups, markup transparency, stamps, searchable, and the presence of color annotations).
2/3/2018 Resolved Defects Reviewer Interface Production In the rare event of duplicate images (more than one image per page), a message appears in the HTML5 viewer that prevents the user from creating or modifying existing annotations until the duplicate image is deleted.
2/3/2018 Enhancement Case Dynamics Production When an Outline is being edited, users who view that same Outline are prompted with a modal notifying them that the Outline is being edited by another user and locks down that Outline from edits.
2/3/2018 Enhancement Case Dynamics Production Users are now able to save a dedicated font style when working with Outlines.
2/3/2018 Enhancement Relativity Scripts & Utilities Production You can now schedule which Case Metrics reports you want to be sent via email.
2/3/2018 Enhancement Reviewer Interface Production .TXT file types are now supported by the Transcripts Relativity application.
2/3/2018 Enhancement Reviewer Interface Production Users can now edit and delete comments on notes applied to transcripts using the Transcripts application.
2/3/2018 Enhancement Transcripts Production Users can now assign a new Control Number to an imported transcript or to use the File Name as the Control Number using the Transcripts application.
2/3/2018 Enhancement Transcripts Production Extracted text is now being captured and displayed when viewing transcript files using the Transcripts application.
2/3/2018 Enhancement Transcripts Production Fields on the import modal within the Transcripts application have been renamed and re-organized to be more easily understood by users.
2/3/2018 Enhancement Transcripts Production The Transcripts application now creates a folder with the deponent name along with two sub-folders: a transcripts folder and an exhibits folder. Files imported using the Transcripts application will be placed within these folders.
2/3/2018 Enhancement Unified Experience Production Users can now set a color when editing or creating a new instance in the Workspace Portal so that instances can be easily and quickly identified.
2/3/2018 Enhancement Unified Experience Production Users can now drag, drop, and reorder pinned workspaces so that they may be more easily organized.
2/3/2018 Enhancement Unified Experience Production Users can now  assign a custom name to an instance they're currently logged in to by clicking on the edit pencil-icon next to "This instance" within the Workspace Portal.
2/3/2018 Enhancement Item List Production User-friendly error messaging has been added to help explain why an Object Type Item List isn't loading: either the user lacks permission to access any of the available Views or the Object Type lacks any existing Views. Both of these scenarios now have distinct error messages which should help users quickly identify the root cause of an Item List not loading.
2/3/2018 Enhancement List Page Production The Index Search form above the Item List now supports disabled state. Whenever Index Search conditions are disabled in the condition panel, the Index Search form is grayed out. Users are now allowed to enable the condition within the Index Search form by invoking the 'Enable and Search' action.
2/3/2018 Enhancement List Page Production User experience enhancements have been made to Item List action bar layout so that the Item List action bar will now responsively re-size to smaller horizontal widths. When the available space is too small to adequately fit all the Item List action bar options, the additonal actions can now be found under a Item List hamburger menu.
6/14/2018 Resolved Defects Logos Production When RSA is in Next token mode the display message has been updated to reflect that your token is in Next Tokencode mode.
6/14/2018 Resolved Defects Infrastructure Production The Nuance Omnipage Capture library used by Invariant has been updated to take advantage of new features and defect fixes. One example of a defect fix includes the removal of Nuance processes that could result in a stuck processing worker.
6/14/2018 Enhancement Reviewer Interface Production There is a new instance setting called ShowAllEmailAddresses in the Document.Viewer section that gives you the option to show all email addresses instead of a subset when you expand them in the header. 
1/6/2018 Resolved Defects Imaging Production Unnecessary file I/O operations have been removed from the submission phase, resulting in improved speeds. In addition, Invariant now creates the image within the Relativity file repository and not in a temporary location, which means we no longer need to copy the image to the file repository.
1/6/2018 Enhancement Processing Sets Production There is now an option on the processing profile that enables emails in the MSG format to be converted and published in the MHT format reducing the file storage footprint.
1/6/2018 Resolved Defects Processing Sets Production When processing children of MHT files, we no longer populate the date and time values with the date and time of processing.
1/6/2018 Enhancement Processing Sets Production When processing documents without an actual date, we now provide a null value for the following fields: Created Date, Created Date/Time, Created Time, Last Accessed Date, Last Accessed Date/Time, Last Accessed Time, Last Modified Date, Last Modified Date/Time, Last Modified Time, and Primary Date/Time.
1/6/2018 Enhancement Processing Sets Production The default value for the LongRunningJobTimeout app setting is now 30 minutes.
1/6/2018 Resolved Defects Conversion Production The default value for the priority of Single Save As PDF is now 1.
1/6/2018 Enhancement RPC Production The Invariant API now supports the ability to retry ingestion, text extraction, and publish jobs without errors.
1/6/2018 Enhancement Imaging Production The Imaging APIincludes a new endpoint for canceling any type of imaging job. This update extends the API, which previously supported canceling only imaging set jobs. This functionality is available through .NET and REST services.
1/6/2018 Resolved Defects Imaging Production When you image an MHT, MHTM, or MHTML file that has been imported, the resulting images are longer be formatted differently than the native.
1/6/2018 Enhancement Structured Analytics Production If an email displayed in Email Threading Visualization is not an attachment or a duplicate spare, but it shares a node with another email in the thread, we now classify that email as an 'other' document under the right-click contextual menu of the Email Threading Visualization pane.
1/6/2018 Enhancement Structured Analytics Production There is a new validation to the Structured Analytics Set to ensure that the single object results field is not assigned an undesirable suffix to its field name, such as SAS01_1. The name assigned to this field now matches the value assigned to the Prefix field on the Structured Analytics Set.
1/6/2018 Resolved Defects Structured Analytics Production Attachments that are included in the Structured Analytics saved search but have been excluded from Email Threading by the system now inherit their parent's Email Threading values upon completion of the Email Threading job.
1/6/2018 Resolved Defects Structured Analytics Production The calculation for Average Similarity on the Textual Near Duplicate summary report no longer includes principal documents.
1/6/2018 Enhancement Conceptual Analytics Production The Related Items and ETV panes are now available when you review documents in the Dynamic Review Queue for an Active Learning project. Clicking on any related document takes you out of the review queue, but you can return by clicking the "Return to Queue" link.
1/6/2018 Resolved Defects Conceptual Analytics Production When you upgrade from versions of Relativity prior to 9.5.162.111 (May 31, 2017), workspace upgrades no longer fail due to Analytics index item-level permissions.
1/6/2018 Resolved Defects Audit Production The query that looks for the Audit index to display data in the Relativity interface now looks for any index, regardless of naming convention.
1/6/2018 Enhancement Audit Production We now collect the number of audits stored and the size for each workspace in your instance, and you can access this data via the Case Rollup script in the Relativity Script Library. The two new columns in the database table are AuditSize and AuditRecordCount.
1/6/2018 Enhancement Support Tools Production The Data Grid Text Migration application now sends long-text data from SQL to Data Grid according to the Data Grid File Repository settings in the Workspace Details.
1/6/2018 Enhancement Staging Explorer - Parallel Active Transfers  Production To better manage the priorities of transfers, you can now run three parallel active jobs in order. The default value of the new Maximum Active Jobs setting is 1.
1/6/2018 Enhancement Staging Explorer - throttling configuration per each transfer Production You can now adjust a single job's bandwidth to set priorities among multiple transfers. The default value of this setting is 'Auto,' which means that the bandwidth available is redistributed equally among all active transfers.
1/6/2018 Resolved Defects Security Production There is a new instance setting in the Relativity.Core section called AddRemoveGroupsWithWorkspaceSecurePermission. When set to True, this setting makes the the Add/Remove groups button on the permission pop-up page visible to users who have permission to change security on the workspace. When set to False, only system and workspace administrators are able to see the Add/Remove groups button.
1/6/2018 Resolved Defects Extensibility Points Production Non-admin users no longer receive a permission error when single reading a workspace they are assigned to. The single read now returns the same workspace information that is returned in a query.
1/6/2018 Enhancement New UI Framework Production We've made the following enhancements to the new UI framework: The first column in the Pivot Widget of Table display type is now set to 250px width by default, the widget pane is now compatible with high resolution monitors and is capable of containing more widgets vertically, and you can now double-click on the Pivot Widget menu results in a maximize/restore action.
1/6/2018 Enhancement Reviewer Interface Production The HTML5 Viewer now notifies you of the following occurrences and allows you to view them: Change Tracking in Word documents, Hidden Text in Word and AutoCAD documents, and Comments in Word and PDF documents.
1/6/2018 Enhancement Reviewer Interface Production The Document Viewer Service (DVS) that was released in December 2017 doesn't work with more than two ConversionComplete agents. We've implemented a guardrail to prevent more than two ConversionComplete agents from being added.
1/6/2018 Enhancement Case Dynamics Production You can now navigate between Fact Manager objects using the Next/Previous buttons.
1/6/2018 Enhancement Case Dynamics Production You can now set the parent object when creating a Fact Manager object from the Viewer or Coding Pane. You can also select which fields Fact Manager saves data into when you select text from the Viewer and link it into an existing object.
1/6/2018 Enhancement Relativity Scripts & Utilities Production We now display field names on top of the Choice names when you select multiple Fields using the Field filter.
1/6/2018 Enhancement Relativity Scripts & Utilities Production You can now display calendar dates in Case Metrics reports in UK format by changing the web browser's language setting.
1/6/2018 Enhancement Transcripts Production The new Transcripts application allows you to import basic transcript files or bundle transcript files, which are then displayed in a new transcript viewer option within the Document viewer.
1/6/2018 Enhancement Case Dynamics Production JPEG is now an available format when you export timelines using the Image option.
1/6/2018 Enhancement Unified Experience Production The Workspace Portal now has a redesigned user interface.
1/6/2018 Resolved Defects Security Production The mass delete and delete images operations no longer require the delete document permission.Non-admin users must have the following permissions:Mass action enabled for delete , Delete Images (Document Object), and Delete dependencies.
1/6/2018 Enhancement Legal Hold Reports Production The new Custodian Active Holds report lists all active project holds to which custodians are currently assigned. 
1/6/2018 Resolved Defects Hold Notification Production You no longer need a Portal Link to save hold notices created from templates that don't require acknowledgement.
1/6/2018 Enhancement Hold Notification Production You can now send release notices to custodians who've never received an initial hold notification by enabling the Send Release Notices for Legacy Projects field on the Project Details layout.
1/6/2018 Enhancement Performance Dashboard Production Passing Best in Service scores are now 90 instead of 80.
1/6/2018 Enhancement Performance Dashboard Production Refactored passing score qualifications. Future scoring updates will be trivial.
1/6/2018 Enhancement Performance Dashboard Production Performance Dashboard now supports Data Grid audits for Audit versions 12.5.13.2 and above with the Data Grid for Audit patch.
1/6/2018 Enhancement Performance Dashboard Production The minimum supported .NET version is now 4.6.2.
1/6/2018 Enhancement Performance Dashboard Production Added the Metric Manager Agent to enqueue events for the QoS worker agent.
1/6/2018 Enhancement Performance Dashboard Production Refactored Backfill.
1/6/2018 Enhancement Performance Dashboard Production Refactored many stored procedures related to Audit data gathering.
1/6/2018 Enhancement Performance Dashboard Production Refactored the User Experience page. The Total Execution Time is equal to the total search audit execution time. 
1/6/2018 Enhancement Performance Dashboard Production Resolved many bugs related to performance and scoring issues.
12/2/2017 Enhancement Imaging Production The new Imaging API supports the ability to create, read, update, and delete imaging profiles, imaging sets, application field codes, as well as to read native types. It also supports the ability to submit an imaging set job, cancel it, or retry an imaging set job with errors. The Imaging API exposes methods for this functionality through .NET and endpoints for these services through REST.
12/2/2017 Enhancement Imaging Production Now you can upload TIFFs, JPGs, and PDFs directly from the core reviewer interface via the Image Upload button.
12/2/2017 Enhancement Conceptual Analytics Production The review interface now supports a new mode that will be used during Active Learning. This allows a dynamic list of documents to be served to reviewers.
12/2/2017 Enhancement Structured Analytics Production Email Threading now supports the analysis of emails containing Chinese language headers.
12/2/2017 Enhancement Structured Analytics Production It is now possible to update the selected email header languages after Email Threading has been completed. Adjusting the language selection will force a full analysis on the next run.
12/2/2017 Enhancement Structured Analytics Production It is now possible to adjust the selected operations on a Structured Analytics Set after the initially selected operations have completed.
12/2/2017 Enhancement Structured Analytics Production When performing a full analysis on a Structured Analytics job, documents that have been removed from the assigned saved search will now be removed from the analytics engine as well.
12/2/2017 Resolved Defects Structured Analytics Production The Structured Analytics results fields are now created upon saving the set as opposed to running the set. This will allow for the creation of views and saved searches for that set prior to running.
12/2/2017 Enhancement Structured Analytics Production Improved management of the Structured Analytics connectors to avoid issues where exporting document errors due to corrupt connectors.
12/2/2017 Enhancement Conceptual Analytics Production Changes were made to Categorization Sets in order to support Active Learning with SVM-based indexes. These include new fields and different agent workflows for synchronization, categorization, and updating results. These are currently only available for use by Active Learning projects and cannot be modified manually.
12/2/2017 Enhancement Conceptual Analytics Production We have added support for SVM-based Analytics Indexes for use with Active Learning. There is now an additional Index Type field on the Analytics Index RDO indicating the index type: Conceptual (LSI-based) or Classification (SVM-based). Pre-existing indexes use the Conceptual index type by default.
12/2/2017 Enhancement Conceptual Analytics Production The Active Learning application has been added to the Application Library. This will enable the creation of Active Learning projects that will facilitate a Prioritized Review using SVM-based analytics indexes.
12/2/2017 Enhancement Audit Production

Data Grid now monitors usage of core functionality in the Audit application with searching and reverting. The metrics collected help monitor adoption of feature development and identify areas for improvement. The following metrics are captured through Telemetry:

* Audit.Search.Execution.Count

* Audit.Search.Widget.Execution.Count

* Audit.Revert.Single.Count

* Audit.Revert.Mass.Count
12/2/2017 Enhancement Audit Production The Audit application now supports the Is In condition when applying a View Condition. Users can apply additional Timestamp conditions that include: This Week, This Month, Last Week, Last 7 Days, Last 30 Days, and Month. The default dashboard View Condition timestamp is set to display the Last 7 Days of instance level audits.
12/2/2017 Enhancement Audit Production The Reviewer Statistics script can now run against audits stored in Data Grid. Users can access the script with the normal workflow by installing the script to a workspace from the Relativity Script Library and run the script to identify reviewer productivity for their case.
12/2/2017 Enhancement Audit Production The Full Details in the Audit application now displays the information from audits in a simplified format. Field names are also simplified to be more readable. Users can still see information such as: ID, TImestamp, ArtifactName, ActionName, etc.; however, the JSON view of the audit is now located in the JSON tab at the top of the window.
12/2/2017 Resolved Defects Audit Production Users opening the Full Details in the Audit application will now see the scroll bar correctly scrolled at the top.
12/2/2017 Enhancement RelativityOne Staging Explorer Production RelativityOne introduces a new option within the Relativity Desktop Client (RDC) application for data transfer from your local instances to RelativityOne that replaces the need for the separate File Transfer Application. You can use the Staging Explorer to transfer files from your local environment up to your cloud storage location in RelativityOne. You can also use this option to download files from RelativityOne into your local instance. For more information see Staging Explorer.
12/2/2017 Enhancement Preserve in Place Production Users can now Preserve in Place custodians Office 365 OneDrive and Exchange accounts. Skype chat logs are preserved when Skype is configured to archive chat logs into O365 Exchange accounts.
12/2/2017 Enhancement Preserve in Place Production Auditing records are created for any user actions resulting in changes to Preservation in Place holds created within Relativity Legal Hold.
12/2/2017 Resolved Defects Admin Operations Production Off Hour Agents now run correctly if the end time is less than the start time. Previously, If the end time was set to less than the start time, off hour agents would not run. For example, if StartTime: 22:00:00 and EndTime: 04:00:00 the agent would not run. This now works logically by rolling over the day.
12/2/2017 Resolved Defects Authentication Production To support a wider range of user input, AuthProfileManager service's contract has been updated. The SAML2Provider Issuer property has changed from a Uri type to a string. For consumers of the SAML2Provider class within Relativity's extension points (agents, event handlers, custom pages, etc), this is a breaking change.
12/2/2017 Enhancement Errors Production Document and Job Errors are now separated into two tabs, with Document Errors displayed per file instead of per individual error. Document Errors also have new fields, including Category and Number of Retries to help with error resolution. In addition to the mass actions available on the Document Error list page, the new Document Error layout allows actions to be taken on a single file as well. As part of this work, Unified Title and Parent Document ID are now part of the Relativity Processing Application, and are therefore system-mapped fields.
12/2/2017 Resolved Defects Processing Sets Production Relativity has improved the ability to process multiple data sources associated with a processing set.
12/2/2017 Resolved Defects Processing Sets Production Invariant will now recover from malformed Date/Time values in ICS values and continue processing the rest of file.
12/2/2017 Resolved Defects Productions Production Productions will now count extracted text-only documents that are being produced with a placeholder when validating the production run.
12/2/2017 Enhancement Reviewer Interface Production A Conversion Complete agent has now been added for the Document Viewer Service. For RelativityOne, this gets automatically created. For OnPrem instances, this needs to be created manually. You can reference help.relativity.com for more details on how to set up the agent.
12/2/2017 Enhancement Reviewer Interface Production When viewing a document, the Document Viewer Service will automatically pre-convert the first 25 results (max) in the related documents review queue in accordance with the new NumberOfRelatedDocumentsToPreconvert Instance Setting.
12/2/2017 Enhancement Reviewer Interface Production The Document Viewer Service will now pre-convert batched documents upon batch set checkout instead of batch set creation so that batched documents will be automatically converted at the time of review in accordance with the new NumberOfDocumentsToAutoPreConvert Instance Setting. Correspondingly, the Document Viewer Service will ignore 4 Instance Settings that previously dealt with batch set pre-conversion: PreConvertBatchedImages, PreConvertBatchedNatives, PreConvertBatchMaximum, and PreConvertBatchesDefaultValue.
12/2/2017 Enhancement Reviewer Interface Production

Currently, in order to benefit from the latest OutsideIn enhancements for the Viewer, users must recognize that their documents weren't converted with the latest version of OutsideIn (which you can determine by clicking on the 'About' icon in the Viewer toolbar). If your OutsideIn version is out-of-date, you would then have to run a mass-convert on every document that had already been converted.

* A new Instance Setting, MinimumOutsideInVersion, will determine the OutsideIn version to use when converting a document in the HTML5 viewer.

* Any document converted before the OutsideIn version stored in the new Instance Setting, will be treated as a cache-miss and will be automatically re-converted when the HTML5 viewer tries to display that document.

* For both R1 and OnPrem, Relativity will no longer support any OutsideIn version earlier than 2017.1

* Users will no longer have to mass-convert in order to avail themselves of the latest OutsideIn version if their Instance Setting is set to the latest OutsideIn version, they still could, but they will no longer have to.

* Documents that have been previously converted with an OutsideIn version older than the OutsideIn version in the Instance Setting, will be automatically reconverted according to our existing conversion priority logic: documents currently being viewed will be re-converted in the priority1 queue; the next three subsequent documents will be re-converted in the priority2 queue; related documents, checked out batch documents, first 10 documents in a list, as well as future pre-conversion groups of documents will be mass re-converted in the priority3 queue.

* All other documents not subject to the automatic conversion strategies above, will need to be mass re-converted if your review workflow benefits from mass-converting documents before reviewers actually view them.
12/2/2017 Enhancement Reviewer Interface Production A new Instance Setting, MinimumOutsideInVersion, will determine the OutsideIn version to use when converting a document in the HTML5 viewer.
12/2/2017 Enhancement Reviewer Interface Production

OutsideIn enhancements from 2017.5.0 to 2017.5.3 are:

* Notifications that comments are present in Word and Excel documents have been added to the HTML5 Viewer.

* Notifications that change tracking is present in Excel documents that have been added to the HTML5 Viewer.

* Notifications that explicitly hidden text is present in Word documents that have been added to the HTML5 Viewer.

* Added GB18030 character set support to MSG, EMAIL, VCARD, and HTML formats.

* Interrupted AJAX requests are now reported as warnings instead of errors.
12/2/2017 Enhancement Reviewer Interface Production The new Document Viewer Services API supports the conversion of documents to viewer types supported by Relativity, such as native, image, production, and transcript types. In addition, this API exposes an endpoint for document conversion available through REST.
12/2/2017 Enhancement Transform Sets Production Previously, Transform Set Domain Parsing only parsed email addresses in the SMTP format (jane@example.com), now Domain Parsing supports parsing X400 and X500 email address formats for the delimiters and key-value pairs listed in the documentation.
12/2/2017 Enhancement Transform Sets Production Because we're adding Transform Set Domain Parsing support for X400 and X500 email formats, we're adding another handler option to the Transform Set UI so as to avoid any interruption to SMTP-only domain parsing workflows.
12/2/2017 Enhancement Case Dynamics Production Users will now be able to see the name of the objects that have been linked to the different Fact Manager objects from the Inline view. Users will also be able to easily create and link Fact Manager Objects from the Inline View.
12/2/2017 Enhancement Case Metrics Production Users will now be able to decide, if they want to include system administrators and system accounts in the Case Metrics reports by checking the boxes to get these included.
12/2/2017 Enhancement Case Metrics Production The PDF and XLSX reports are now branded with the report name and filter source selected to generate the reports.
12/2/2017 Enhancement Case Metrics Production The Reviewer Statistics report will now bring Data Grid information on workspaces that are Data Grid enabled if the workspace has the latest audit application installed.
12/2/2017 Enhancement Case Metrics Production More than one field can now be filtered within the reviewer choices and reviewer overturns reports.
12/2/2017 Enhancement Single File Upload Production Single File Upload will now allow users to upload/replace images.
11/16/2017 Resolved Defects Mobile Production Fix for an incompatibility between Relativity Mobile V1.6.0 and older Relativity releases.
11/16/2017 Resolved Defects Mobile Production Fix for issue that could cause the application to crash when selecting documents from the document list.
11/2/2017 Enhancement Mobile Production The application now supports Relativity up to version 9.5.315.50.
11/2/2017 Resolved Defects Mobile Production The application now supports MobileIron on iOS 11 devices.
11/2/2017 Resolved Defects Mobile Production The viewer experience has been improved.
11/2/2017 Resolved Defects Mobile Production Improved the in-document search feature for iPhones.
11/2/2017 Resolved Defects Mobile Production Improved support for the lock-box feature.
10/28/2017 Enhancement New UI Framework Production The option to Switch to Classic UI is no longer supported for RelativityOne.
10/28/2017 Resolved Defects Imaging Production When imaging an MHT, MHTM, or MHTML file that has been imported, the resulting images will no longer be formatted differently than the native.
10/28/2017 Enhancement Infrastructure Production The PDF and OLE file handlers are now decoupled from Invariant. You can update the respective handlers independent of Invariant, assuming the compatibility matrix allows it.
10/28/2017 Resolved Defects Infrastructure Production New installs of Invariant on a server with SQL Server 2012 will no longer fail.
10/28/2017 Enhancement Processing Sets Production Relativity now processes ICS and VCF files with OutsideIn.
10/28/2017 Resolved Defects Reviewer Interface Production Performance enhancements have been made to Persistent Highlight Sets for emails with a large amount of text in the To/CC/BCC fields.
10/28/2017 Resolved Defects Conceptual Analytics Production Removing an index search filter card when the item list is currently sorted by rank field no longer causes a query error.
10/28/2017 Resolved Defects Item List Production The issue with Processing Set Console link Errors is fixed now. The link directs users to the Processing Errors tab and loads the page as expected.
10/28/2017 Resolved Defects New UI Framework Production The issue of having the wrong return path from the Document Viewer to folder browser when a review session was started from an emailed link to saved search is now fixed. Users are always returned to the last viewed browser from Document Viewer now.
10/28/2017 Resolved Defects New UI Framework Production During folder creation the folder is now disabled and the spinner is shown next to it.
10/28/2017 Resolved Defects New UI Framework Production Rapid repetitive Index search form submission no longer results in multiple Index Search condition cards in filter panel.
10/28/2017 Resolved Defects New UI Framework Production History list loading no longer ends up in error for History List views which contain no Details column in the New UI.
10/28/2017 Resolved Defects New UI Framework Production Index Search condition is no longer available in the New UI for Object Types which contain no indexed fields.
10/28/2017 Resolved Defects Audit Production The History View is now correctly sorting by ID field instead of Artifact ID.
10/28/2017 Resolved Defects Document Browsers Production The tree scrollbar was updated and now the actionable space takes the full width of a scroll bar. Scrolling by cursor drag is now much more convenient.
10/28/2017 Resolved Defects New UI Framework Production The issue of a History View not saving when it contains a condition with fields Details or Request Origination is now fixed. Fields Details and Request Origination can now be safely used in History View conditions.
10/28/2017 Resolved Defects New UI Framework Production Saved Search Include Subfolders option is now selected by default in the Scope modal when existing Saved Search is modified.
10/28/2017 Resolved Defects New UI Framework Production Pivot On Results Returned field is now initialized properly in Pivot Settings modal.
10/28/2017 Resolved Defects Extensibility Points Production The Assign Legacy Document Bates Fields script was updated to address the issue of it timing out in large workspaces. A Batch Size parameter was added (with default value of 10000), an index was added which showed performance gains in large productions, and the script timeout was changed to Indefinite.
10/28/2017 Resolved Defects Relativity Desktop Client Production The system was exporting a bad TIFF compression which causes an error when a user tries to import a production image back into Relativity. We fixed the exporting metadata so that now when a user is loading an exported production image into Relativity, the system will accept the load file and the user will not receive an error. The fix is for Relativity 9.5.
10/28/2017 Resolved Defects Reviewer Interface Production Previously, the ActiveX Viewer Installation Kit looks for Visual C++ 2013, and then installs VC2015 if it doesn't find VC2013 - even if VC2015 is already installed. This has been resolved.
10/28/2017 Resolved Defects Reviewer Interface Production Sometimes, a timeout error would occur when viewing blueprints in the HTML5 viewer. This has been resolved.
10/28/2017 Resolved Defects Reviewer Interface Production It has been reported that the CPU usage can spike up to 100% on the conversion agent server. This is now fixed.
10/28/2017 Resolved Defects Reviewer Interface Production Previously, some PDF documents could not be converted in the HTML5 viewer. This has been resolved.
10/28/2017 Resolved Defects Reviewer Interface Production Previously, some PDF files with tiny embedded images would cause the HTML5 viewer to freeze and/or distort the image. This is now fixed.
10/28/2017 Resolved Defects Reviewer Interface Production Previously, some PDF documents display garbled text when viewed in the HTML5 viewer. This has been resolved.
10/28/2017 Resolved Defects Reviewer Interface Production Previously, some PDF documents would not show the header and footer in the viewer. It showed in the Image tab after imaging, but not in the viewer itself. This has been resolved.
10/28/2017 Resolved Defects Reviewer Interface Production Sometimes, when clicking the email link to document button, the tab closes instead of opening your email program to send the link. Clearing your cache and browsing data should resolve the issue.
10/28/2017 Resolved Defects Reviewer Interface Production Previously, some PDF files would encounter a timeout or cache error when opening them in the HTML5 viewer. This has been resolved.
10/28/2017 Resolved Defects Reviewer Interface Production The long-standing memory leak in both the HTML5 and ActiveX viewers has been reduced by about 50%.
10/28/2017 Enhancement Reviewer Interface Production Relativity has been upgraded to the latest OutsideIn release 2017.4.2 for the HTML5 viewer. The ActiveX viewer has not been upgraded. Enhancements include removal of the hidden content notification checkbox, plugging of some memory leaks in Web View Export that could affect certain browsers, and modifications to Web View Export to better handle larger documents on Mobile.
10/28/2017 Resolved Defects Relativity Desktop Client Production Previously, if you had a field on the Document object named Status, you would have received an error in the Relativity Desktop Client when attempting to import an image load file. This has been resolved.
10/28/2017 Resolved Defects Relativity Desktop Client Production Previously, if you had a field on the Document object named Order, you would have received an error in the Relativity Desktop Client when attempting to import an image load file. This has been resolved.
10/28/2017 Resolved Defects Relativity Desktop Client Production Previously, when exporting production sets with the Relativity Desktop Client and selecting more than 30 in the Production Precedence list, an error would occur. This has been resolved.
10/28/2017 Resolved Defects Reviewer Interface Production Previously, in the HTML5 viewer, some PDFs would start to fill up the cache location with 1KB PNG files until it hits 5 minutes, and then times out without loading the document. This has been resolved.
10/28/2017 Resolved Defects Reviewer Interface Production Sometimes, PDF CAD drawings would cause the HTML5 viewer to freeze. This has been resolved.
10/28/2017 Resolved Defects Reviewer Interface Production When reviewing documents, the coding panel can become out of sync from the document being shown. We've introduced messaging that prevents users from viewing and saving coding decisions when the document in the Viewer and the document in the Coding Panel are out-of-sync. A warning message will now appear on the layout pane while the viewer and the layout sync before allowing you to view or code the document. You will then need to refresh the page in order to view the layout again.
10/28/2017 Resolved Defects Admin Operations Production Users were not able to move and order Choices without Field Edit permissions, which was an incorrect behavior as any Choice changes should be dependent on the Choices object permissions. The application was adjusted to rely on the user's permissions in the Choice object for any choices changes.
10/28/2017 Enhancement Admin Operations Production Users will now be able to create parent and child relations when creating choices using the Add Many Choices option by using the tab key.
10/28/2017 Enhancement Case Dynamics Production Users will now be able to easily link and create Fact Manager Objects from the document viewer by right-clicking anywhere on the document or by using the New Fact Manager Coding Pane.
10/28/2017 Enhancement Installation Production Users will no longer have to manually unlock OCR and Productions application when installing or upgrading Fact Manager.
10/28/2017 Enhancement Case Metrics Production Users will now have the ability to export each one of the tabs or all at the same time for all reports and the following file types (XLSX, PDF, CSV). When exporting on CSV or XLSX each tab will become a sheet.
10/28/2017 Enhancement Case Metrics Production Users will now be able to see a new tab within the Case Metrics reports' results, that will display the average of the source field selected in the filters.
10/28/2017 Enhancement Unified Experience Production Users will no longer have to set instance settings when installing the application, all the instance settings will be installed by default with the application. The instance setting information will now be encrypted and users will now see a modal that will allow them to easily set up the application when installed.
10/28/2017 Resolved Defects ADS Production

Reflected fields created between two fields with long names were causing various issues and failures in Relativity. This issue has been resolved in the following ways:

  • If the generated reflective field name, exceeds the maximum character length, then: Each field is given 50 characters of _Column Name_ to work with, anything over that 50 character limit is truncated.
  • The field's ArtifactID is added to the field's name part.
  • Additional space will be truncated to allow room for the field's ArtifactID to become part of the new name.
  • The two field name parts are joined with a "::"
10/28/2017 Resolved Defects Reviewer Interface Production Users lacking the Local Access permission will no longer be able to use the ActiveX Viewer as Native or Image modes. We have introduced a new Instance Setting, OverrideDownloadDocumentPermission, defaulted to False. Enabling this instance setting will allow for users without the permission to use the Active X Viewer as before.
10/28/2017 Resolved Defects Metrics Production The Telemetry Alert for Offline Instances has been updated to no longer Reference the Telemetry Host agent.
10/28/2017 Enhancement Metrics Production SUM Metrics now have the ability to return client domain GUIDs.
10/28/2017 Enhancement Workspace Production The email address for the default Relativity admin account is now relativity.admin@relativity.com, and the email address for the Relativity service account is now serviceaccount@relativity.com. You can now use the ADMIN_EMAIL and SERVICEACCOUNT_EMAIL parameters to set the email addresses for the Relativity admin and Relativity service accounts during a new installation or upgrade.
10/28/2017 Resolved Defects HTML Editor Production The text formatting issue involving the inability to remove trailing spaces while editing communications has been resolved.
10/28/2017 Resolved Defects Support Tools Production The Data Grid Text Size API now returns a response for empty fields that says that the field has 0 bytes instead of omitting it.
10/28/2017 Resolved Defects Audit Production Users cannot perform a Revert on a coding decision if the field is required and the previous coding decision was null.
10/28/2017 Resolved Defects Search Production The dtSearchIndex table can now be queried in distributed SQL environments with Always On Availability Groups by using a new View in SQL.
10/28/2017 Resolved Defects Audit Production Users installing the Audit application will no longer see errors in the UI if the audits for the workspace have not been migrated during initial installation. Once a single audit record is migrated to Data Grid, the user will see the record in the UI.
10/28/2017 Enhancement Audit Production Users can now perform a Mass Revert action from the Item List in the Audit application within a workspace. The Mass Revert action can be found in the bottom of the List. Users clicking on the Mass Revert feature will perform a Revert on all available actions in the list.
10/28/2017 Resolved Defects Audit Production Fixed length text filters for is, is not, is like, is not like now correctly filter in the Audit application when the filter is applied to the field type.
10/28/2017 Enhancement Infrastructure Production A new workspace option is available in the Workspace Details, Data Grid File Repository. This new setting specifies the path for the physical location of Extract Text used by Data Grid. If no file repository is specified for the field and Data Grid is enabled, the Extracted Text is stored in the default file repository.
10/28/2017 Enhancement Data Import Production The Text Migration application status page now displays the Workspace name rather than the Workspace Artifact ID.
10/28/2017 Enhancement Audit Production The Data Grid for Audit application is now named Audit. The application can be found in the Relativity Application Library.
10/28/2017 Resolved Defects Infrastructure Production When saving an Analytics server, an exception will no longer be thrown when attempting to save without providing REST credentials.
10/28/2017 Enhancement Conceptual Analytics Production In Clustering, switching between the dial and circle packs will now be done via the widget hamburger menu. Additionally, improvements have been made to the number formatting in the tool tip, a label displays in the dial and color saturation where no filter is applied.
10/28/2017 Enhancement Structured Analytics Production Email Threading now supports the analysis of emails containing German language headers.
10/28/2017 Enhancement Structured Analytics Production When Email Threading or Textual Near Duplicate Identification is selected, Structured Analytics Sets will now create their Structured Analytics Result fields after a save of the set.
10/28/2017 Enhancement Structured Analytics Production Structured Analytics Sets will now be copied over from the template workspace upon creation of a new workspace.
10/28/2017 Enhancement Structured Analytics Production Email Threading, when the French language is selected, now supports weekday and month date format abbreviations without a period at the end of the date.
10/28/2017 Resolved Defects Processing Sets Production When the option to extract children is enabled, Relativity Processing will now extract embedded files that are contained in Word or Excel documents saved in the pre-2007 format (e.g., .DOC or .XLS file extensions) when the document contains both embedded files and embedded files as links. This defect fix also applies to Publisher documents.
10/28/2017 Resolved Defects Imaging Production Native imaging workers now suppress pop-up windows when an Excel document contains cells that reference an external data source and are being imaged. The job can continue without manual intervention.
10/28/2017 Resolved Defects Imaging Production When the Clear Indents for Emails setting on the imaging profile is set to yes, users will now see that indentations are properly cleared on certain types of MSG files.
10/28/2017 Resolved Defects Processing Sets Production EML files with non-ASCII characters in their date headers' alphabetic timezone will be processed correctly.
10/28/2017 Resolved Defects Processing Sets Production When the Use Source Folder Structure setting is set to yes on the processing profile, duplicate nested folders will no longer be seen in Relativity Folder Viewer after Processing .L01 files.
10/7/2017 Enhancement Mobile Production New filter types now supported in lists (Choice, Object, Yes/No, Date, User).
10/7/2017 Enhancement Mobile Production Easily find Saved Searches in the search browser.
10/7/2017 Resolved Defects Mobile Production ObjectManager now supports identifying fields by name in addition to type.
10/7/2017 Enhancement Mobile Production The app is ready for the iOS 11 update.
10/7/2017 Enhancement Mobile Production Currently, if Touch is enabled, we display a thumbprint graphic with 'not now' and 'use touch id' buttons. If 'not now' is pressed, we go to our passcode screen. If 'use touch id' is tapped, we present the touch id pop-up. Change this flow to still display the thumbprint graphic, but eliminate the two buttons. Automatically display the touch id pop-up (enabling touch id sensor). If 'cancel' is selected on the touch id pop-up, go to our passcode screen.
10/7/2017 Enhancement Mobile Production Relativity Mobile now supports iPhone. The same features available on the iPad are now available on iPhone.
9/30/2017 Enhancement List Page Production List Page application is optimized in the New UI. Average time of initial page load is reduced by 10% compared to non-optimized New UI version, and by 29% compared to Classic. Results vary by page size, most significant improvement is visible in a setup where Item List displays 25-200 Items per Page.
9/30/2017 Enhancement List Page Production Data querying is optimized in the List Page in the New UI. Average time of initial New UI page load is reduced by 30% compared to non-optimized version, and by 46% compared to Classic UI. Subsequent page load time is reduced by 22% compared to non-optimized New UI version, and 66% compared to Classic UI.
9/30/2017 Enhancement List Page Production Incremental list loading is introduced in a List Page to improve page load performance in the New UI. Only rows that are visible on screen are loaded firstly. The rest of rows are loaded on demand when list is scrolled down. Average time of initial New UI page load is reduced by 37% compared to non-optimized version, and by 50% compared to Classic UI. Subsequent page load time is reduced by 37% compared to non-optimized version, and 69% compared to Classic UI.
9/30/2017 Enhancement Developer Tools and Application Production The Invariant Monitoring API now supports the ability to assign workers or jobs to a specific workgroup, as well as set the priority of a processing or imaging job in order to prioritize resources and work.
9/30/2017 Resolved Defects Reviewer Interface Production Persistent highlighting now highlights in the email header.
9/30/2017 Resolved Defects Reviewer Interface Production When navigating document to document in the viewer, highlights were sporadically failing to load. This is now fixed.
9/30/2017 Enhancement Workspace Production The kCura starter template has now been renamed to the Relativity Starter Template. You may need to update any automate workflows so that they now refer to it as the Relativity starter template.
9/30/2017 Resolved Defects RDO Framework Production Exporting the list of choices can now be done in Internet Explorer.
9/30/2017 Resolved Defects Case Dynamics Production Tags that are contained within a bigger tag are now maintained when deleting the tag that contains them in Outlines.
9/30/2017 Enhancement Case Dynamics Production You can now set the time when creating or editing a Fact.
9/30/2017 Resolved Defects Reviewer Interface Production Sometimes, when jumping into the document viewer, there was a delay loading the coding panel. This is now fixed.
9/30/2017 Resolved Defects Reviewer Interface Production Sometimes, when logging in after an upgrade, the second document that is navigated to in the review queue renders a spinner over the viewer content for a long time. This would also happen after clearing the cache. This is now fixed.
9/30/2017 Resolved Defects Reviewer Interface Production Sometimes, on searchable PDFs, when searching a term by typing in the text box, the term is not found. This also means that it did not get highlighted. This is now fixed.
9/30/2017 Resolved Defects Reviewer Interface Production Sometimes, MSG files would show less metadata in the HTML5 viewer than the native file. For example, the To field and Recurrence information would be missing. This is now fixed.
9/30/2017 Resolved Defects Reviewer Interface Production Some documents displayed HTML code which were present in the HTML5 viewer. This is now fixed.
9/30/2017 Resolved Defects Reviewer Interface Production Sometimes, PDFs in the viewer and in the image viewer would show gray pages. This is now fixed.
9/30/2017 Resolved Defects Reviewer Interface Production For some MSG files, there was missing metadata (To) in the HTML5 viewer. This is now fixed.
9/30/2017 Resolved Defects Reviewer Interface Production For some email messages, the viewer displayed incorrectly rendered Unicode characters. It displayed correctly in native mode. This is now fixed.
9/30/2017 Resolved Defects Reviewer Interface Production Previously, when you tried to load DWG files in the HTML5 viewer in Internet Explorer, the viewer stalled and didn't load the files. This is now fixed.
9/30/2017 Resolved Defects Reviewer Interface Production Previously, with some email messages, the number of attachments shown in the viewer wouldn't match the number of attachments in the native. This is now fixed.
9/30/2017 Resolved Defects Reviewer Interface Production With some Excel files, you would get a conversion error in the viewer. Once you processed the files and published them, the error occurred. The native file in the processing source location would open fine and it images correctly, but the viewer did not display the document. This is now fixed.
9/30/2017 Enhancement Reviewer Interface Production

Relativity has been upgraded to the latest OutsideIn release 2017.3.3 for the HTML5 viewer. The ActiveX viewer has not been upgraded. There is improved email attachment styling with an icon in Web View. There are numerous fixes to improve the rendering of different file types. Additionally, Web View now optionally displays hidden sheets, rows & columns for the following formats: Excel (XSL, XLSX, & XLSB), Quattro Pro, StarOffice/OpenOffice Calc, Lotus 1-2-3. Web View will now display formulas and cells with formulas will be marked for the following formats: Excel (XSL, XLSX, & XLSB). Web View now displays notifications (toasts) when the following items are found in the document: Hidden Slides, Hidden Rows, Hidden Columns, Speaker Notes, Comments, and Tracked Changes.
9/30/2017 Enhancement Reviewer Interface Production A new default instance setting to hide/disable the native file radio button in the document viewer toolbar has been added. The native file radio button will be hidden by default. You can still download the native file by clicking on the file icon next to the document identifier.
9/30/2017 Resolved Defects Extensibility Points Production The Overwrite Inherited Security setting for dashboards is no longer reset when editing the dashboard.
9/30/2017 Resolved Defects New UI Framework Production The paging control in the item list no longer displays 1/0 or 1 (of 0) when page size is modified for an empty list and the page is reloaded.
9/30/2017 Enhancement New UI Framework Production We have reduced the visual weight of the cards on the Condition Panel. The remove, disable, expand, and drag-able items are now seen only upon hover over.
9/30/2017 Enhancement New UI Framework Production Relativity Services API was extended to support Dashboard association to a Saved Search. GET service now returns DTO with associated Dashboard in it. POST Service accepts Dashboard as a parameter.
9/30/2017 Enhancement New UI Framework Production New Pivot Widget option for sub-chart visibility is introduced in the New UI Framework. The default value for the new option is Off, meaning that sub-charts won't be displayed in Pivot Widgets. The new option is persisted together with Dashboard save. The new option is not part of pivot profile.
9/30/2017 Resolved Defects New UI Framework Production Query hints are now applied to Saved Searches which are executed without a save in the New UI Framework.
9/30/2017 Resolved Defects Pivot Production The Pivot filter is now capable of filtering data by conditions containing exclamation marks. The same applies to the IS operator in List Conditions. Before this release, exclamation marks were removed from conditions before a search execution.
9/30/2017 Resolved Defects New UI Framework Production Underscore symbol (_) is now treated as any other simple character in Saved Search filter input box in the New UI. It allows filtering of Saved Searches which contain underscores in their names.
9/30/2017 Resolved Defects Structured Analytics Production In the New UI, the Document Viewer now fully loads when you navigate to it from Overturned Documents. The tab strip is no longer multiplied on every return from Document Viewer back to Overturned Documents List.
9/30/2017 Resolved Defects New UI Framework Production The issue with tab strip being multiplied on every return from Document Viewer back to Production Information list in the New UI is fixed now.
9/30/2017 Resolved Defects New UI Framework Production The RDO Field now displays as a hyperlink in the item list for all field types that support Linked attribute in field settings in the New UI.
9/30/2017 Resolved Defects New UI Framework Production The Submitted By Multi List picker dropdown values are now refreshed every time when the dropdown is expanded in the Production, Branding and OCR queues. This provides the most up-to-date data in the dropdowns without reloading the page. Additionally, the Item List filtering is now executed every time, as opposed to the previous version, which executed filtering only if filter conditions were changed.
9/30/2017 Resolved Defects Queue Management Production Application Upgrade progress bar displays 1% of completed progress if upgrade fails at the very beginning of the Upgrade process in the New UI. It gives clear indication that the Application upgrade was attempted, but failed right away.
9/30/2017 Resolved Defects New UI Framework Production The issue with wrong Queue page names in the list of recent and favorite pages is fixed now in the New UI. Branding, Production, OCR, and Workspace Upgrade queues are presented with correct names in the list of recent and favorite pages.
9/30/2017 Resolved Defects New UI Framework Production The issue with the View selection droplist remaining opened after a View is changed in Internet Explorer 11 now behaves as expected and is closed as soon as the new View is selected.
9/30/2017 Resolved Defects New UI Framework Production The issue with RUMEnable Instance Setting affecting the page load in the New UI has been solved. RUMEnable Instance Setting can be safely set to False now.
9/30/2017 Resolved Defects New UI Framework Production Index Search form is available now only in Documents list in the New UI.
9/30/2017 Enhancement New UI Framework Production Index Search form on the top of the Item List can now be submitted by hitting the Enter key. The combination of Shift+Enter is available for carriage return in the index search box.
9/30/2017 Enhancement New UI Framework Production The Advanced Search Browser View is automatically updated to include the following fields used in advanced Saved Search filter fly-out: Keywords, Notes, Owner, Created On, Created by, Last Modified On, and Modified By. Existence of these fields is required for the advanced saved search filtering feature. The update is done as part of a Relativity upgrade. Automatic update is applied only to Views that were not previously modified manually. Workspace administrators are allowed to change the View contents after the upgrade.
9/30/2017 Enhancement ECA Home Dashboard Production Overwrite column is now added for every promoted job on the ECA and Investigation app / Push to Review widget.
9/30/2017 Enhancement RIP Profiles Production When the IP job is created based on the Profile or IP is in edit mode, we are not updating mapping based on the new/changed source selection (saved search, folder, production set). This should help reuse existing Profiles for other sources. Behaviour for new IP job without profile remains the same. For example, mapping is updated from source selection.
9/30/2017 Enhancement RIP Saved Searches Production Save Search selector when pushing documents to other workspaces is now enhanced with treeview, helping to select or identify the right saved search.
9/30/2017 Enhancement ECA Home dashboard Production Document count and size is now added for every promoted job on the ECA and Investigation app / Push to Review widget.
9/30/2017 Resolved Defects Relativity Desktop Client Production Production set imports no longer create duplicate images when a timeout occurs.
9/30/2017 Enhancement Agents Production Case Statistics Manager now reports the current day's data, in addition to the rolled up data, for the following metrics: FileCount, FileSize, TotalBillableFileSize, ImageFileSize, NativeFileSize, ImageFileSize, ProdctionFileSize, DocumentCountTextOnly, and DataGridFileSize. Each new metric has a new column in the report with the Current prefix.
9/30/2017 Enhancement Infrastructure Production Users selecting a long-text field in Relativity will be notified when activating that field for Data Grid. The message will alert the user to the three supported fields Relativity recommends for Data Grid and allow the user to cancel or continue with their selection.
9/30/2017 Enhancement Data Import Production The Text Migration application can run multiple times for a single workspace. This gives you additional flexibility to migrate one field to Data Grid and migrate additional fields such as OCR Text or Translated Text at a later date.
9/30/2017 Enhancement Infrastructure Production RSAPI now supports retrieval of Data Grid enabled fields with Read and ReadSingle operations. RSAPI Update and UpdateSingle operations with both SQL and Data Grid enabled fields will now generate a single audit record. The oldValue and newValue audit for Large text fields are now truncated at 1,000,000 characters for both types of field.
9/30/2017 Resolved Defects Search Production Search Term Reports now gather hits on unique documents incrementally throughout the job to limit the impact on CPU with Elasticsearch.
9/30/2017 Enhancement Data Import Production Users running the Text Migration application can now view the migration progress under the Migration Progress tab under the Data Grid parent tab in the Administrator section. The Migration Progress tab contains the list of workspaces and number of documents remaining to be migrated so users can monitor progress.
9/30/2017 Enhancement Data Import Production The Text Migration application now returns the status of the number of documents remaining and the total documents being migrated.
9/30/2017 Enhancement Audit Production You can filter on various workspaces in the Audit list to view audit records from multiple workspaces in a single dashboard.
9/30/2017 Enhancement Audit Production Administrators can now view a variety of audits across multiple workspaces to make it easier to make business decisions and pull data when clients request it.
9/30/2017 Enhancement Audit Production Relativity Administrators can now revert a coding decision made by a user on a document from the Audit list. Reverting the coding decision will edit the choice back to the previous selection.
9/30/2017 Enhancement Metrics Production A new SUM metric, Required.SeachProvider.Search.Count, is now available to track usage of Keyword, Lucene, Content Analyst, and dtSearches made from the Search Panel and STRs.
9/30/2017 Enhancement Support Tools Production Data Grid now has a public API which can be used to query field sizes of text fields stored in Data Grid and SQL.
9/30/2017 Enhancement Structured Analytics Production Email Threading now supports the analysis of emails containing French language headers.
9/30/2017 Enhancement Structured Analytics Production Structured Analytics Sets now provide a new console button that will allow you to copy the results of a given set from the new Structured Analytics results fields to the legacy Document results fields.
9/30/2017 Resolved Defects Assisted Review Production An issue has been resolved that could cause concurrently started Assisted Review rounds to fail.
9/30/2017 Enhancement Conceptual Analytics Production Analytics Categorization Set jobs that are in progress during an upgrade will no longer cause the agent to fail. Where previously the agent would fail, now the Categorization Set will be set to an error status and retrying errors will pick up the job as normal.
9/30/2017 Enhancement Conceptual Analytics Production Cluster sets will now have a default depth of 3 and the maximum depth has been capped at 5.
9/30/2017 Resolved Defects Conceptual Analytics Production After upgrading Relativity to versions after the May 9.5 release, Analytics shell indexes created via workspace templates will no longer cause the Analytics Index page event handler to fail.
9/30/2017 Resolved Defects Infrastructure Production The Relativity Processing AppSetting WorkerFileCheckTimespanInMinutes default value is changed from 2 minutes to 15 minutes.
9/30/2017 Resolved Defects Processing Sets Production Relativity Processing now provides additional warnings when running a Discover job with Auto-Publish on or when running a Publish job.
9/30/2017 Enhancement Workspace Production New RelativityOne deployments will now have two new workspace templates: a Base Template which contains minimal applications and recommended settings and a RelativityOne Quick Start Template which contains typical applications and recommended settings, such as Processing application and mapped metadata fields. The RelativityOne Quick Start Template in particular is intended to minimize manual efforts associated with new workspace customizations. Please note, the new templates are a replacement for the legacy Relativity Starter Template and the New Case Template.
9/30/2017 Enhancement Developer Tools and Applications Production The Processing API now supports the ability to cancel inventory, discovery, and publishing jobs for a specific processing set. This functionality is also now available through REST services for processing.
9/30/2017 Enhancement Infrastructure Production The Text Handler component of Invariant is now decoupled from Invariant Core. The legacy Text Handler is included in the installation as a fall-back mechanism.
9/30/2017 Resolved Defects Reviewer Interface Production Relativity can now properly display VCF files with ks_c_5601-1987 character set.
9/30/2017 Resolved Defects Reviewer Interface Production Relativity now correctly displays embedded GIF images in PowerPoint files in the viewer.
9/30/2017 Resolved Defects Reviewer Interface Production Relativity now correctly displays chart legends in Excel files in the viewer.
9/30/2017 Resolved Defects Admin Operations Production Relativity will now validate integer-type instance settings before clicking the Save button.
9/30/2017 Resolved Defects Field Mapping Production Relativity now properly populates the Has Hidden Data mappable field with Yes when processing a PowerPoint that contains at least one hidden slide when using Native PowerPoint Text Extraction.
9/2/2017 Enhancement Developer Tools and Application Production The Invariant Monitoring API is now available. The iJobManager service provides the ability to pull back details around processing and imaging jobs. The iWorkerManager service provides the ability to pull back details around Invariant workers as well as start and stop workers to help monitor and troubleshoot processing and imaging jobs.
9/2/2017 Enhancement Integration Points Production For the Relativity Integration Points API, the kCura.SourceProviderInstaller.dll file has been renamed to kCura.IntegrationPoints.SourceProviderInstaller.dll.
9/2/2017 Enhancement Tools Production Relativity Scripts now run under a new SQL server login called RelativityScriptLogin. This new login is restricted from accessing certain security-sensitive tables. This means your Relativity Script can no longer access these tables. Your ADS applications will not be affected. Please contact our Customer Support team if you experience any issues or have any concerns
9/2/2017 Resolved Defects Mass Operations Production Previously, some PDFs generated from Save as PDF would get cut off due to the stretching of the text. This is now resolved.
9/2/2017 Resolved Defects Case Metrics Production

The reviewer statistics report was modified to avoid null values that were causing inaccurate data in the following columns :-

  • Edits per hour -
  • Distinct edits per hour -
  • Mass edits per hour -
  • Total Usage time
9/2/2017 Resolved Defects Case Dynamics Production Resolved compatibility problems found when trying to work with Fact Manager in Internet Explorer.
9/2/2017 Resolved Defects Case Dynamics Production Resolved some blocking functionality when changing from List mode to Parent mode after an act has been edited.
9/2/2017 Resolved Defects All Products Production Fixed defect with the ordering position when organizing object lists above categories in Layout Builder.
9/2/2017 Resolved Defects All Products Production Fixed a permissions defect for users that have no edit permissions over layouts. You will now will be able to view the layout from the Layout Builder.
9/2/2017 Enhancement Admin Operations Production You will now have the ability to easily link, visualize, and create objects from the Inline view.
9/2/2017 Enhancement Case Metrics Production Case Metrics filters were adjusted visually to provide a better user experience
9/2/2017 Resolved Defects Productions Production Productions will now count extracted text-only documents that are being produced with a placeholder when validating the production run.
9/2/2017 Resolved Defects New UI Framework Production If is after, is before or on, or between operators are used in View conditions on a Date and Time type field, time is no longer set to the default value on a View saved in the New UI framework.
9/2/2017 Resolved Defects New UI Framework Production System behavior and returned results are now unified when Search vs Save and Search actions are invoked for a Saved Search containing conditions with related items in the New UI framework.
9/2/2017 Resolved Defects New UI Framework Production Multilist ingrid filter now returns the expected results when the filter option containing a comma is applied in the New UI framework.
9/2/2017 Resolved Defects New UI Framework Production Mass operations can now be executed for Lucene Saved Searches in the new UI framework.
9/2/2017 Resolved Defects New UI Framework Production Lucene search is improved and it no longer results in under-inclusive results when several Related Items conditions are applied in single search query (e.g. Related Items are used in a Saved Search, which uses another Saved Search as condition with different Related Items defined).
9/2/2017 Enhancement OCR Production The OCR profile settings are now organized by tabs.
9/2/2017 Enhancement Processing Sets Production When no fields within a workspace have been mapped to a source, publishing pop-ups on the Processing Set and display a warning explicitly stating that limited or no metadata will be populated upon publish. Additionally, these same pop-ups now contain a new static bullet with similar messaging.
9/2/2017 Enhancement All Products Production Relativity now has new logos, names, and copyright text to reflect the rename of company to Relativity.
9/2/2017 Enhancement Infrastructure Production Microsoft Project is no longer a required application to install for Invariant. Processing or Imaging a project file when it is not installed will result in a detailed error.
9/2/2017 Enhancement Infrastructure Production Microsoft Visio is no longer a required application to install for Invariant. Processing or Imaging a visio file when it is not installed will result in a detailed error.
9/2/2017 Resolved Defects Processing Sets Production Relativity Processing now correctly runs deduplication when Publishing Processing Sets in a different order than when the Processing Sets were discovered.
9/2/2017 Resolved Defects Processing Sets Production The Processing Agent Error modal has been removed from the Processing Set page. The Processing Status Error Message will instead direct the user to the Admin Errors tab.
9/2/2017 Resolved Defects Imaging Production Relativity now images tracked changes and comments when imaging Excel files.
9/2/2017 Resolved Defects Processing Sets Production When exporting documents that have been processed using Relativity, the filepath will be used instead of filename when using the option, Append Original File Name.
9/2/2017 Resolved Defects Conceptual Analytics Production Indexes that were created in versions of Relativity prior to 8.1 will now properly migrate to versions of 9.5.
9/2/2017 Resolved Defects Conceptual Analytics Production For some earlier versions of Internet Explorer, the Analytics Index progress will no longer be cached and will update as expected.
9/2/2017 Resolved Defects Conceptual Analytics Production The Analytics Core application will no longer fail upgrading older workspaces due to group identification problems.
9/2/2017 Resolved Defects Structured Analytics Production Structured Analytics will no longer fail during the Export phase when Master SQL DB collation (COLLATE DATABASE DEFAULT) settings differ from Workspace DB collation settings of the target Structured Analytics Set.
9/2/2017 Resolved Defects Integration Points Production Exporting Data Grid fields from Elasticsearch using RIP no longer fails if Extracted Text is not set.
9/2/2017 Resolved Defects Audit Production The default Audit dashboards are now grouped by month to avoid data complexity warnings preventing the data from displaying and requiring a manual step to resolve.
9/2/2017 Enhancement Data Import Production The Text Migration application can now be installed to a Data Grid enabled workspace without any fields enabled for Data Grid.
9/2/2017 Enhancement Audit Production The Audit Migration Agent now has logic to attempt additional batch and document retries to ensure audits are successfully migrated from SQL to Data Grid. Any audits that continue to fail after the retry logic will display in the Audit Migration Error Report.
9/2/2017 Enhancement Metrics Production A new Telemetry metric, Required.DataGrid.SearchProvider.Lucene.Count, is now available to track usage of Lucene Searching.
9/2/2017 Resolved Defects Favorites & Quick-Nav Production The names of Login Methods that were displaying as Null in links in the Recent History drop-down will now display as their ArtifactID. This allows Login Method pages to be uniquely identified.
9/2/2017 Enhancement Relativity Analytics Production The FieldSizeAPI now allows the user to get field sizes of text fields that are present in Elasticsearch as well. This was previously not supported.
9/2/2017 Resolved Defects Integration Points Production Relativity Integration Point (RIP) exports have added logic to check for null fields which will allow the export to complete with SQL and Data Grid fields.
9/2/2017 Enhancement Audit Production The Audit application can now be installed at both the instance level and in the workspace.
9/2/2017 Enhancement Audit Production You can now use the Group By and Pivot On functionality to create Widgets and Dashboards to analyze audits that occur at the instance level. You can quickly search through records to take actions on audits occurring in the instance.
9/2/2017 Enhancement Audit Production You can now filter on audit actions that occur at the instance level in the Audit application.
9/2/2017 Enhancement Audit Production Instance level Audit users can now configure the Data Grid Deletion Agent to delete instance level audits that were successfully migrated from SQL to Data Grid.
9/2/2017 Enhancement Integration Points Production The folder tree on the Location field of the Connect to Source layout is now ordered alpha-numerically instead of by Artifact ID.
9/2/2017 Resolved Defects Integration Points Production The integration points scheduler now accepts non-U.S. date formats in the Start Date and End Date fields to further accommodate, for example, users in Australia or Europe.
9/2/2017 Resolved Defects Structured Analytics Production Email Threading now supports the Month-dd-yy hh:mm (March-09-16 11:00 AM) date format in embedded email headers.
9/2/2017 Resolved Defects Structured Analytics Production In Email Threading, the last email in a branch is now always marked as inclusive.
9/2/2017 Resolved Defects Structured Analytics Production If Email Threading encounters a unknown date format, the Duplicate Spare logic will now compare the text to ensure exact textual duplicates are marked as Duplicate Spares.
9/2/2017 Enhancement Agents Production The Case Statistics Manager now includes the Image File Size, Native File Size, and Production File Size columns. You can access the output via the Case Rollup script found in the Relativity Script Library.
9/2/2017 Enhancement ADS Production A new warning banner is displayed when the user tries to edit or view a locked layout or view.
9/2/2017 Enhancement Authentication Production The RDC now uses the OAuth 2.0 authorization framework for verifying your login credentials. This new OAuth 2 client offers increased security, because it uses access tokens that are valid for only three days.
9/2/2017 Resolved Defects Mass Operations Production The Export to File operation now functions correctly for web servers with .NET 4.7 installed.
9/2/2017 Enhancement Admin Operations Production You can now auto-disable users on a specified date in the future using the Disable On Date field. The field can be set for an individual user or multiple users through a mass operation on the Users tab.
9/2/2017 Enhancement Extensibility Points Production A new ImportBulkArtifiactJob, OnProcessProgress Event has been added to include the ImportJobID along with various other information such as the Process ID, so that you know which job is reporting the progress and therefore; can provide an improved experience to your customers.
9/2/2017 Enhancement Installation Production For a new Relativity installation, you can set a UNC path for the viewer cache location using the new CACHELOCATION parameter in the RelativityResponse.txt file.
8/2/2017 Enhancement Mobile Production Index Searches (dtSearch, keyword, Lucene) now support storing search terms, stemming and fuzziness properties.
7/29/2017 Resolved Defects Case Dynamics Production After you add two lists of the same object type, delete them on the layout, and then try to add them back to the layout again, those lists are now available to add back in.
7/29/2017 Enhancement Admin Operations Production You now have a page that displays the status of the jobs created for the user group sync from duplicate instances.
7/29/2017 Enhancement Admin Operations Production You now have a page that will display the status of the jobs created for user group sync from the master instance.
7/29/2017 Enhancement Unified Experience Production Workspace portal is now isolating the configuration between the master instance and the duplicate instances so that only the master instance can initiate all connections.
7/29/2017 Enhancement Case Metrics Production You will now be able to filter all case metrics reports by saved search when just one workspace has been selected.
7/29/2017 Enhancement Case Dynamics Production Fact Manager has improved performance on the way it loads and renders data. It is now over 50% faster.
7/29/2017 Resolved Defects New UI Framework Production Any mass operation of a given object type no longer results in an error in the new UI framework, if attempted without permission to read the Artifact ID field of that Object Type.
7/29/2017 Resolved Defects New UI Framework Production %artifactid%, %artifactedit%, and %artifactview% variables are now filled in with the proper values when the Override Edit Link URL rule is created in new UI framework.
7/29/2017 Resolved Defects New UI Framework Production The mass operation selector no longer displays one item as selected by default when a page contains a Pivot widget of table display type and includes aggregation by numeric field. This will ensure that when attempting mass operations the user will not receive an error.
7/29/2017 Enhancement New UI Framework Production

From now on the branding queue utilizes the New UI which brings a couple of features that were not previously available in the branding queue:

  • New field Submitted Date is available in the list now.
  • Operators are supported for numeric data in item list filter (not equal, greater than, less than, etc).
  • Multi select filter is allowed for Status field. It contains all available options in the drop-list. Status supported only textual filter before.
  • Operators are supported for date/time data in item list filter (is before, is after, between, etc).
  • Queue List export to CSV is available in mass operations section. The export respects the filter applied in the list.
7/29/2017 Enhancement New UI Framework Production

From now on the OCR Queue utilizes the New UI which brings a couple of features that were not previously available:

  • Operators are supported for numeric data in item list filter (not equal, greater than, less than, etc).
  • Filtering by Submitted Date field is allowed now.
  • Operators are supported for date/time data in item list filter (is before, is after, between, etc).
  • Queue List export to CSV is available in mass operations section. The export respects the filter applied in the list.
7/29/2017 Resolved Defects New UI Framework Production In the new UI framework, search results can now be sorted by other fields when the index search condition runs initially with the Sort By rank option.
7/29/2017 Enhancement New UI Framework Production The Saved Search tree filter was enhanced with additional search criteria in the new UI framework. The Filter text box has a fly-out which allows Saved Search tree filtering by Created On, Last Modified On, Created By, Last modified By, Owned By, Notes, and Keywords fields. Previous Saved Search tree filtering capabilities remain. You can still filter the tree by Search and Folder name in the field above the tree. All given search criteria are combined with logical operator AND.
7/29/2017 Resolved Defects Metrics Production The EDDS.Metrics table now deletes transmitted metrics even if the table has more metrics than the default count. A logic change was made to ensure the delete still functions.
7/29/2017 Enhancement ADS Production When upgrading an application, we will now purge relevant resource files that are no longer needed.
7/29/2017 Enhancement Acknowledge in Email Production Legal Hold now supports custodian acknowledgment of hold notices via an acknowledgment link in the email.
7/29/2017 Enhancement Acknowledge in Email Production Legal Hold has introduced Email Acknowledgment as a new communication type.
7/29/2017 Resolved Defects BCC Recipients Production The long file path issue causing BCC recipients to not receive communications has been resolved.
7/29/2017 Resolved Defects Field Editing Production Any action that clears a field on a sub-tab will now keep focus on the sub-tab.
7/29/2017 Resolved Defects Text Editor Formatting Production Multiple issues related to formatting in the text editor have been resolved.
7/29/2017 Resolved Defects Custom Layout on Custodian Production Custom layouts for the custodian object in Legal Hold now warn you that the email field is required on the layout.
7/29/2017 Resolved Defects Audit Production You can now use the Is Not operator when applying filters in the audit dashboard.
7/29/2017 Resolved Defects Support Tools Production When running workspace-to-workspace RIP jobs on Data Grid-enabled workspaces, large documents will no longer generate errors.
7/29/2017 Resolved Defects Audit Production You can now use the Is Not filter in the Execution Time field for both filter cards and view conditions.
7/29/2017 Enhancement Infrastructure Production This adds a new instance setting called ElasticsearchMajorVersion to determine which major Elasticsearch version the audit cluster is using.
7/29/2017 Enhancement Audit Production When you install the Data Grid for Audit application to a workspace, the History tab is now hidden.
7/29/2017 Enhancement Audit Production When you delete a workspace, the Audit index for the workspace will also be deleted.
7/29/2017 Enhancement Audit Production The Data Grid for Audit tab is now named Audit. Audit users can now locate the Audit tab at the parent level. The Audit Migrations Report and Audit Workspace Settings are now located in the same parent tab as Workspace Details.
7/29/2017 Enhancement Support Tools Production Two new metrics are available to track the amount of long-text data stored in the file system. The two metrics are Required.DataGrid.FileSystem.Document.Count and Required.DataGrid.Filesystem.Document.Size.
7/29/2017 Resolved Defects Audit Production The Migration Error Report script and the Audit Reporter Agent now retry document-level errors that are triggered at the batch-level.
7/29/2017 Enhancement Audit Production If you want to access specific records in your audit, you can click the Details icon to view the data in a modal.
7/29/2017 Enhancement Data View Production If you are attempting to perform a large amount of paging in your Audit dashboard you'll be notified that paging is disabled to protect your Audit infrastructure.
7/29/2017 Enhancement Scout / Collect Production Prior to running the Scout and Collector client applications, a one-time installation of the client applications launcher is required. The launcher handles downloads of required Scout and Collector packages and automatically starts the Scout and Collector applications.
7/29/2017 Enhancement Billing Agent Production The Collection Billing Agent has been removed from the application. The billing report script can still be run manually.
7/29/2017 Resolved Defects Structured Analytics Production Structured Analytics Audits were updated to generate the audit using the correct user.
7/29/2017 Resolved Defects Structured Analytics Production The Analytics application was updated to no longer package the default relational fields and relational views used for Email Threading and Textual Near Duplicates. This allows you to customize the relational fields and relational views that are used by the Analytics application.
7/29/2017 Enhancement Conceptual Analytics Production Unused fields on the Analytics Profile relating to Analytics Indexes are now hidden.
7/29/2017 Resolved Defects Field Mapping Production Relativity now properly publishes mapped fields in the case where an environment has multiple webservers, which could result in some mapped fields not being published due to a timing issue.
7/29/2017 Resolved Defects Agents Production When a Relativity workspace is deleted, the corresponding Invariant database is now also deleted.
7/29/2017 Resolved Defects Conversion Production Large imaging sets are now performed with a decrease load on the Invariant SQL Jobs table, with imaging results appearing sooner in Relativity.
7/29/2017 Resolved Defects Imaging Production Relativity now uncompresses RTF compressed emails using Unicode encoding, enabling emails with varying languages to be successfully imaged and text extracted.
7/29/2017 Resolved Defects Imaging Production Relativity keeps hidden columns/rows hidden in Excel files when auto-fit columns/rows is disabled.
7/29/2017 Enhancement Processing Production If left blank, the Data Source Name field is populated with the Custodian name appended with the Artifact ID. For example, Smith, John - 123456.
7/29/2017 Resolved Defects OCR Production Previously, when running an OCR Set, the NuanceLS.exe process could lock up. Although the OCR Set would continue to work, this stuck process would hold onto memory and could cause the kCuraAgentManager service to crash. When trying to restart the service, it would lock a certain DLL and cause the kCuraAgentManager service to immediately crash again. The only way to resolve the issue was to manually kill all the NuanceLS.exe processes on the agent server before attempting to restart the service. This issue seems to occur on Windows Server 2012, but not Windows Server 2008. This issue has been resolved. When upgrading from an affected version of Relativity to a version that includes this fix, users will still need to manually kill any stuck NuanceLS.exe processes before they are able to successfully start the kCuraAgentManager services
7/29/2017 Enhancement Reviewer Interface Production

Relativity has been upgraded to the latest OutsideIn release 2017.1.2 for the HTML5 viewer. The ActiveX viewer has not been upgraded. Web View has a new, more modern user interface for emails. There are numerous fixes to better support right to left languages in .docx and .pdf files. There were multiple defects resolved including: 1) Slow hit highlight search box navigation with HTML5 viewer. 2) Conversion thread dies on MSG files. 3) Issue with Arabic documents using Relativity 9.4 Viewer. 4) Browser crashes when viewing documents in HTML viewer 5) Searchable PDF not showing highlights in viewer.
7/29/2017 Enhancement Reviewer Interface Production Navigating to the next document from the document viewer is three times faster.
7/29/2017 Enhancement Processing Sets Production The publish phase of processing has been updated from a single long running process to be a distributed process that is broken up into separate jobs, improving resiliency and stability of this phase.
7/29/2017 Enhancement Case Metrics Production You are now able to filter all case metrics reports by saved search when just one workspace has been selected.
7/29/2017 Resolved Defects Authentication Production Relativity gives you an alert when your signing certificate is going to expire within 30 days.
7/10/2017 Resolved Defects Mobile Production In-document search now works on any number of pages within a document.
7/10/2017 Resolved Defects Mobile Production Checkbox for multi-object field is now visible in pop-up on the coding pane.
7/10/2017 Resolved Defects Mobile Production Expand/Collapse and Workspace Name buttons now work.
7/1/2017 Enhancement ARM Production ARM now offers the ability to include processing data in Restore jobs.
7/1/2017 Enhancement Errors Production You can now use the Single File Upload application to download an errored file. You can then upload a replacement directly on the error details layout.
7/1/2017 Resolved Defects Imaging Production Relativity has improved processing and imaging of EML files with carriage return line endings.
7/1/2017 Resolved Defects Processing Sets Production Relativity now properly processes and images Microsoft Office files that may contain the wrong CLSID. For example, it processes and images an Excel file with a Word CLSID as an Excel file instead of as a Word file.
7/1/2017 Resolved Defects Processing Sets Production Relativity no longer misidentifies Portable Grayscale Bitmap (PGM) files as text files, so these files can be processed and imaged.
7/1/2017 Resolved Defects Relativity Scripts & Utilities Production The Processing Statistics script now populates the Duplicate File Size column.
7/1/2017 Resolved Defects Structured Analytics Production Setting the ImportBatchSize value over 2100 no longer causes errors during a textual near duplicate job.
7/1/2017 Resolved Defects Conceptual Analytics Production Analytics agents no longer fail on workspaces that are soft-deleted with jobs in the queues.
7/1/2017 Resolved Defects Conceptual Analytics Production When you remove a stop word from the default list of concept stop words within an Analytics profile, the update is no longer ignored. The word can now be indexed.
7/1/2017 Resolved Defects Infrastructure Production The Data Grid Manager agent no longer produces errors when an environment doesn't have an Elasticsearch cluster configured.
7/1/2017 Resolved Defects Audit Production The Audit Manager Agent now eliminates generated errors and prevents duplicate filter choices when you add conditions to your widgets and views.
7/1/2017 Enhancement Infrastructure Production A new column called DataGridFileSize is available in the report that the Case Statistics Manager agent generates. The data in this new column is the sum of all files stored in the Data Grid file system per workspace. The data is available by running the Billing Statistics - Case Rollup script.
7/1/2017 Enhancement Data View Production On Data Grid-enabled fields, the search conditions called Is Set and Is Not Set have undergone speed improvements to enhance the performance of searches.
7/1/2017 Enhancement Support Tools Production The new Required.DataGrid.FileSystem.Enabled metric is now available for tracking usage related to storing long text data in the file system, and the new Required.DataGrid.Filesystem.Workspace.Count metric is available for tracking the number of workspaces where Data Grid is enabled.
7/1/2017 Enhancement Data Import Production When Lucene is configured for an instance, the Data Grid Text Migration application now builds a Lucene text index.
7/1/2017 Resolved Defects Data View Production In a layout, Data Grid long text fields no longer display an ellipsis after the preview text when the field text is shorter than the preview length.
7/1/2017 Resolved Defects Hold Admin Production Font sizes are now maintained properly when cutting and pasting text from Microsoft Word into any Legal Hold editor.
7/1/2017 Enhancement Hold Admin Production The Custodian Manager field has been added to all Legal Hold custodian picker dialogs.
7/1/2017 Enhancement Hold Admin Production When you install Legal Hold into a workspace under a client domain, the client domain admin group is assigned Legal Hold admin permissions.
7/1/2017 Enhancement Logos Production The instance name is now available on the About page of a Relativity instance. You can configure the display of name with the AboutBoxInstanceNameVisible instance setting.
7/1/2017 Resolved Defects Resource Servers Production The master key has been removed from case databases where it isn't used. If you are using the master key, it remains unchanged. This update makes it easier for DBAs to set up AlwaysOn for their Relativity Instances.
7/1/2017 Enhancement Developer Tools and Applications Production The Relativity Application Deployment System (ADS) import process now removes event handlers from an object type when those event handlers are no longer associated with the application.
7/1/2017 Enhancement Push to Workspace Production In the Integration Points wizard, you can create a new production set in a destination workspace. You can then transfer images to that newly created production set.
7/1/2017 Resolved Defects Reviewer Interface Production You can now properly use the manage option in the layout when the enable copy option from the previous functionality has been enabled.
7/1/2017 Resolved Defects Developer Tools and Applications Production The Single File Upload application is now only visible in the workspaces where it is installed.
7/1/2017 Resolved Defects Admin Operations Production You can now properly use the buttons for moving up and down after you click the back button.
7/1/2017 Enhancement Unified Experience Production You can now only see views for local instances.
7/1/2017 Enhancement Case Metrics Production All application components are now fully uninstalled from a workspace when you run the uninstall process.
7/1/2017 Enhancement Single File Upload Production You can now import any file type that is also supported by the Relativity viewer.
7/1/2017 Enhancement Case Metrics Production In the Reviewer Statistics report, you can now find the average file size for the documents reviewed.
7/1/2017 Enhancement Single File Upload Production The Single File Upload application used to be installed at the instance level. Now, admins can install the Single File Upload application at the workspace level.
7/1/2017 Enhancement Case Metrics Production You can now install the Case Metrics application from the Application Library, which is outside of a workspace. Previously, you could only install it from the workspace-level.
7/1/2017 Enhancement Case Metrics Production You can now use the contextual help next to the name of each report to get a description of it.
7/1/2017 Enhancement Case Metrics Production You can now obtain an average section in the Reviewer Choices Report.
7/1/2017 Resolved Defects Reviewer Interface Production The Save as PDF option no longer intermittently increases the dimensions of a PDF.
7/1/2017 Resolved Defects OCR Production When duplicate images were created, an OCR Set previously reported that it was complete but no documents were OCRed. Now, an actionable error appears that informs you about the document with duplicate images, which caused the job to fail.
7/1/2017 Enhancement Review Production The File Share choice has now been converted to a File Share Resource Server object.
7/1/2017 Resolved Defects Document Browsers Production In the new UI framework, the progress page for saved search deletion no longer freezes on a repeated delete action.
7/1/2017 Resolved Defects Searching Production If a condition value starts with a bracket, the contains condition for saved searches no longer results in an error.
7/1/2017 Resolved Defects Installation Production The Fix_SavedSearch_Integrity.sql script now supports 256 nested folder levels for a saved search.
7/1/2017 Enhancement New UI Framework Production The Worker Manager queue utilizes the new UI framework. It includes these new features:
  • Operators are supported for numeric data in the item list filter, such as not equal, greater than, less than, and others.
  • Multi-select filters are available for the Job Type and Status fields. They contain all available options in the drop-down list. They were previously text filters.
  • Operators are supported for date and time data in the item list filter, such as is before, is after, between, and others.
  • The ability to export a queue list as a CSV file is available in the mass operations section. The export respects the filter applied in the list. Advanced filtering modals aren't available because the same filtering capabilities are accessible in the item list filter.
7/1/2017 Resolved Defects New UI Framework Production You can edit views loaded from the Favorites fly-out without errors occurring in the new UI framework.
7/1/2017 Resolved Defects Relativity Desktop Client Production When attempting to load a .kwx file used in previous versions of Relativity, you no longer receive an error message.
7/1/2017 Resolved Defects Reviewer Interface Production The ability of the ActiveX viewer to load exceptionally large images (~100M pixels) has been improved. Images of this size and larger sometimes generate an OutOfMemoryException when you view them at low zoom settings. This error isn't consistent but increases in frequency with the increasing size of the image. If an image fails to load, zoom in and reload the page. Alternatively, you can try using the HTML5 viewer. Increasing the RAM on the workstation won’t resolve this issue.
7/1/2017 Resolved Defects Reviewer Interface Production The thumbnail viewer now loads large documents, when you are in the ActiveX document viewer mode and you click the show and hide thumbnails button on the viewer toolbar.
7/1/2017 Resolved Defects Admin Operations Production The See All Choices link isn't displayed on the Choice Editor 1.0.30.6.
7/1/2017 Resolved Defects Conceptual Analytics Production Cluster Visualization now features a new beta Dial visualization type. The Dial offers a view of clusters at all depth levels and can be enabled from the Cluster Visualization right-click menu.
7/1/2017 Enhancement Mobile Production The Airwatch MDM is now supported allowing for secure control over who is able to use the application and from what device.
7/1/2017 Enhancement Mobile Production Open documents can now be easily searched for text.
7/1/2017 Enhancement Mobile Production Index searches, including Keyword and dtSearch, are now supported.
6/3/2017 Enhancement Reviewer Interface Production The new Object Manager service supports updating and reading fields on Documents and Relativity Dynamic objects (RDOs), and querying for Workspaces, Documents, RDOs and system types. In addition, the Object Manager service exposes endpoints through REST, which support similar functionality. Additionally, Pre Load event handlers are executed on the new read endpoint of the Object Manager API.
6/5/2017 Enhancement Mobile Production Administrators can now disable access from the mobile application to individual workspaces by Permission Group.
6/5/2017 Enhancement Mobile Production PreLoad Event Handlers are now supported in the mobile application.
6/5/2017 Resolved Defects Mobile Production The set passcode process is displayed only once after resetting the passcode.
6/5/2017 Resolved Defects Mobile Production In some instances, layouts with next choice options could not be saved. This has been corrected.
6/5/2017 Resolved Defects Mobile Production The application sometimes requested the instance URL multiple times. This has been corrected.
6/5/2017 Resolved Defects Mobile Production dtSearch data sources are now supported in saved search on mobile.
6/3/2017 Resolved Defects Relativity Desktop Client Production When you export documents with text and set up the RDC to export text fields as files, the text from the documents is no longer written into the load file.
6/3/2017 Resolved Defects Relativity Desktop Client Production The Relativity Desktop Client now correctly exports long text data. The long text field is correctly encoded on export and the data in the file is now usable.
6/3/2017 Enhancement Field Mapping Production The All Custodian and All Path fields now populate the master custodian information on unique documents. Master documents with identified duplicates still contain the custodians that owned that document.
6/3/2017 Enhancement ARM Production ARM now offers the ability to include processing data in Archive jobs.
6/3/2017 Resolved Defects Processing Sets Production Relativity Processing workers have better resiliency during discovery when processing project files.
6/3/2017 Resolved Defects Infrastructure Production The ProcessingExportMaxThreads instance setting is set to 4 on new Relativity deployments.
6/3/2017 Enhancement Infrastructure Production The SolidWorks eDrawings Viewer 2017 is now supported on the worker server for processing and native Imaging.
6/3/2017 Resolved Defects Processing Sets Production Relativity Processing now correctly identifies Office files if they contain an incorrect class ID.
6/3/2017 Resolved Defects Reports Production The Processing Statistics script now correctly displays results based on the Date End specified.
6/3/2017 Enhancement Structured Analytics Production When field overlay is enabled, email thread visualization nodes now show a red exclamation point icon to indicate a coding conflict. A coding conflict occurs when there is more than one unique value, including null values, among the documents assigned to that node.
6/3/2017 Enhancement Structured Analytics Production The Email Thread Visualization icon is now always available when the Analytics application is installed.
6/3/2017 Enhancement Conceptual Analytics Production The status section on the Analytics index layout has been updated to provide information from the Analytics index RDO in a stable manner.
6/3/2017 Enhancement Conceptual Analytics Production The AnalyticsRestTimeout instance setting now has a default value of 200 seconds.
6/3/2017 Enhancement Conceptual Analytics Production Various defects around cluster renaming inconsistencies have been addressed.
6/3/2017 Enhancement Conceptual Analytics Production When clusters are deleted from Analytics indexes, the ability to keep the associated fields has been removed.
6/3/2017 Enhancement Conceptual Analytics Production When an Analytics server is removed from a resource pool, the Analytics indexes from workspaces that are marked for deletion no longer show as dependencies.
6/3/2017 Enhancement Conceptual Analytics Production You can't delete search indexes of type Analytics from the Search Indexes list page. These indexes must be deleted from the Analytics Indexes tab.
6/3/2017 Enhancement Conceptual Analytics Production Analytics Indexes are now accessed through the Analytics Indexes tab under Indexing & Analytics. The latter tab is now created by the Analytics Core application.
6/3/2017 Enhancement Conceptual Analytics Production The new Continue Index Steps to Completion and Remove Documents in Error fields have been added to the Analytics Index object.
6/3/2017 Enhancement Conceptual Analytics Production Analytics Index visibility on the cluster pop-up window is now driven by the Analytics Index RDO permission instead of the search index.
6/3/2017 Enhancement Conceptual Analytics Production On the Analytics Index page, the Enable Queries and Activate operations have been combined into a single Activate operation. The Disable Queries and Deactivate operations have also been combined into a single Deactivate operation.
6/3/2017 Enhancement Conceptual Analytics Production The Go Words and OCR filters from an Analytics Profile no longer apply to new RDO indexes and migrated RDO indexes. If an index was previously built with these options, they become disabled on the next population.
6/3/2017 Enhancement Conceptual Analytics Production After an upgrade, migrated RDO Analytics indexes that were built with the Default or All documents in workspace searches no longer have search sets. Population for that index is disabled until new searches are selected.
6/3/2017 Enhancement Conceptual Analytics Production Selecting a searchable set search on an Analytics Index now automatically populates the training set search if it is empty. You can still change the training set search, if desired. Additionally, setting Remove English Signatures and Footers to true sets the Enable Email Header Filter field to true and disabled.
6/3/2017 Enhancement Conceptual Analytics Production Conceptual Analytics agents have been moved into the Analytics Core application.
6/3/2017 Enhancement Conceptual Analytics Production Analytics Indexes no longer appear in the default Search Indexes view. If you click a link to an old Analytics Index, you are redirected to the new RDO page for that index.
6/3/2017 Enhancement Conceptual Analytics Production You can copy Analytics Index RDOs. The settings used to set up the index are transferred with the copy. This functionality is intended for use in place of the Analytics Profile.
6/3/2017 Enhancement Conceptual Analytics Production The layouts for Analytics indexes have been updated to include fields from the Analytics profile and the ability to link repeated content filters.
6/3/2017 Resolved Defects Conceptual Analytics Production The search options called Default and All documents in workspace aren't supported on the Analytics Index RDO object.
6/3/2017 Enhancement Audit Production In the Data Grid for Audit application, the Home tab is now integrated with the new UI framework. You can build custom widgets and design dashboards to meet workflow needs by utilizing the same Group By and Pivot On functionality available in Relativity.
6/3/2017 Enhancement Search Production When you update a workspace to use Data Grid for text data, the Lucene search index is disabled by default. You need to configure Elasticsearch and then configure the Lucene search availability on your text data stored in Data Grid.
6/3/2017 Enhancement Audit Production You can search on Field, Old Value, and New Value columns in the list view.
6/3/2017 Resolved Defects Audit Production The Audit Deletion agent now only runs when the cluster backup is completed.
6/3/2017 Enhancement Data Import Production When a workspace and field are set to Data Grid enabled, documents are imported to the workspace-configured Relativity file share. It is used for storing the data instead of Elasticsearch.
6/3/2017 Enhancement Data Import Production When upgrading Relativity, Data Grid enabled workspaces point to the new file system for long-text fields with Data Grid enabled.
6/3/2017 Enhancement Data Import Production You can now be notified via import errors, when ingesting text data to a Lucene search index in Data Grid.
6/3/2017 Enhancement Audit Production In the Data Grid for Audit application, the Home tab now provides you with the ability to export data from list views and widgets. The export functionality also respects filters on the data in the list view.
6/3/2017 Resolved Defects Support Tools Production The set long text field size operation can now run on long text fields with names that begin with a number.
6/3/2017 Enhancement Support Tools Production When you delete a workspace, Data Grid now deletes the files stored in the Relativity file share.
6/3/2017 Enhancement Search Production You can run the set long text field size operation against Data Grid text stored in the Relativity file share.
6/3/2017 Enhancement Search Production When a Lucene search is configured for a workspace, you can use the Is Set search operator on text data in Data Grid stored in the Relativity file share.
6/3/2017 Resolved Defects Search Production When you add conditions on an index search or the Extracted Text field using a Lucene search, and then compare the returned results from each search, they now match consistently.
6/3/2017 Resolved Defects Audit Production The Data Grid Audit Migrator agent messaging has been corrected. It now correctly reports the status on splitting sub-batches of audits.
6/3/2017 Enhancement Support Tools Production ARM functionality is supported for storing Data Grid enabled text data located in the Relativity file share.
6/3/2017 Enhancement Data Import Production You can now store up to 2 GB of text data enabled to Data Grid.
6/3/2017 Enhancement Search Production When you configure a workspace for Data Grid text to use a Lucene search, the search provider automatically appears as available in the workspace.
6/3/2017 Enhancement Search Production You can now use a Lucene search on documents of up to 2 GB.
6/3/2017 Enhancement Audit Production You can now apply view conditions and sort orders to quickly access specific records in the audit data.
6/3/2017 Enhancement Audit Production In the Data Grid for Audit application, you can now customize views created on the Home tab by adding or removing available audit fields. You can also sort a view on the fields selected to create it.
6/3/2017 Enhancement Audit Production In the Data Grid for Audit application, you can apply list conditions and create multiple list conditions with operators to filter your audit records available in the dashboard of the Home tab.
6/3/2017 Enhancement Audit Production You can now create histogram widgets based on the audit date time fields and pivot on an additional field to get time-based insights on your audit records.
6/3/2017 Enhancement Audit Production You can click on objects in widgets to apply filtering on the audit data. You can apply filtering on multiple widgets and results are listed in the widgets on your dashboard.
6/3/2017 Enhancement Search Production When you delete a workspace using a Lucene search, Data Grid now deletes the Elasticsearch index linked to the workspace.
6/3/2017 Enhancement Metrics Production The Case Statistics table now has a Billable File Size column to ensure accurate billing for documents stored in one workspace and referenced in other workspaces through Relativity Integration Points.
6/3/2017 Resolved Defects ADS Production When new mass operations are created, they now have the proper authorization set. Only groups authorized to use the mass operation get access to it.
6/3/2017 Enhancement Metrics Production You can set client and matter names to be hashed when the off-hour Case Statistics Agent runs.
6/3/2017 Enhancement Extensibility Points Production During the startup of the Service Host, the memory footprint has been improved. This change results in decreased start-up times.
6/3/2017 Resolved Defects RDO Framework Production The Delete Dependency Report has been improved to resolve issues when deleting objects in workspaces with multiple collations.
6/3/2017 Enhancement Agents Production The Case Statistics table now includes the Document Count Text Only column. This column accounts for documents consisting of only extracted text without natives, images, or files.
6/3/2017 Enhancement Metrics Production The Telemetry Host agent has been removed. The Service Host is now responsible for logging the collected usage metrics to the database.
6/3/2017 Resolved Defects Reviewer Interface Production MHT and Excel files are now converted.
6/3/2017 Resolved Defects Productions Production During the export of a production set, placeholder files that are JPG are no longer incorrectly named with the TIF file extension. They now are named with the correct file extension of JPG.
6/3/2017 Resolved Defects Reviewer Interface Production You can now convert HWP files.
6/3/2017 Resolved Defects Reviewer Interface Production You can now convert RTF files in the viewer without experiencing any issues.
6/3/2017 Resolved Defects Reviewer Interface Production If you run multiple Conversion agents and need to limit the maximum number of threads, you can now specify the machines to limit. Previously, if no limits were specified, conversion timeouts occur as the maximum agent CPU usage was reached.
6/3/2017 Resolved Defects New UI Framework Production You can sort on the Rank field after you apply the index search condition to the document list in new UI framework.
6/3/2017 Resolved Defects Productions Production When a production is running and the workspace is upgrading, the production waits until the workspace upgrade is finished. After the workspace upgrade completes successfully, the production run proceeds.
6/3/2017 Enhancement New UI Framework Production In the new UI framework, stemming and fuzziness settings are now available for an index search in a filter panel search and in saved search conditions.
6/3/2017 Enhancement Admin Operations Production You can now revert the last action executed in the choice editor.
6/3/2017 Enhancement Admin Operations Production You can now always add choices from a row without scrolling down to locate it. This row is now a floating row, which is always visible.
6/3/2017 Resolved Defects New UI Framework Production In the new UI framework, you no longer receive an SQL failed error when selecting All for mass operations.
6/3/2017 Enhancement Unified Experience Production The store authentication providers match between master and duplicate. Additionally, the login method information on user synchronization has been updated.
6/3/2017 Resolved Defects RDO Framework Production You can now create a layout from the Layout tab by clicking the New Layout button, without any errors occurring.
6/3/2017 Resolved Defects New UI Framework Production Pivot and the document list now return the same results when you filter on conditions that are linked to related documents.
6/3/2017 Enhancement Case Dynamics Production You now have the same add and edit functionality on the view drop-down menus for all the Fact Manager objects.
6/3/2017 Resolved Defects New UI Framework Production Rank column values are no longer affected when additional conditions are added to saved search based on Analytics index.
6/3/2017 Enhancement Case Dynamics Production You can now create new facts even when conditions have been set to the timeline.
6/3/2017 Enhancement Reviewer Interface Production The Document Utilities 1.0.0.0 and Collect Folder Path Data 6.1.0.5 applications have been updated to .NET 4.6.2.
6/3/2017 Enhancement Reviewer Interface Production Multiple viewer defects have been fixed.
6/3/2017 Enhancement Reviewer Interface Production The ActiveX viewer now requires .NET 4.6.2 and Visual C++ 2015 Redistributable to be installed on the client machine to function. The Visual C++ 2015 Redistributable is included in the Viewer Installation Kit, but .NET 4.6.2 isn't. The ActiveX viewer isn't compatible with older versions of Relativity. Older versions of the viewer won't work with Relativity June 3, 2017 release. However, you can install the older viewer and the newer ActiveX viewer side-by-side.
6/3/2017 Resolved Defects Review Manager Production You can now see users when creating the roles for the forecast.
6/3/2017 Resolved Defects Developer Tools and Applications Production You can now get the extracted text when importing a file using single file upload on a workspace that is Data Grid enabled.
6/3/2017 Enhancement Case Metrics Production You can now select multiple choice and Yes/No fields on the reviewer choices and Reviewer Overturns reports. The Reviewer Overturns report now has a link on the overturn column, which opens a modal that displays detailed information about the overturns completed.
6/3/2017 Enhancement Case Metrics Production You can now hide self overturned data on the Reviewer Overturns report.
6/3/2017 Enhancement Unified Experience Production You can now read the values for the GroupSyncMode instance setting. They have been changed from numbers to understandable options.
6/3/2017 Resolved Defects Hold Admin Production The margin and formatting issues that occurred when you created new blank, non-templated communications have been resolved.
6/3/2017 Enhancement RLH Custodian Configurations Production The redirect recipient can now respond on behalf of the redirect custodian to communications that require an acknowledgment. The Interaction Level of the custodian is set to Redirected.
6/3/2017 Enhancement RLH Custodian Configurations Production You can now redirect communications to another custodian by setting the Interaction Level of a custodian to Redirected.
6/3/2017 Enhancement RLH Custodian Configurations Production When the Interaction Level of a custodian is set to Redirected, the assigned redirect recipient receives all emails related to Legal Hold for the custodian. The redirect recipient can be any other custodian whose Interaction Level is set to Full or is blank. Custodians whose Interaction Levels are set to None or Redirect aren't eligible to receive email communications on behalf of another custodian.
6/3/2017 Enhancement RLH Custodian Configurations Production If the Interaction Level of a custodian is set to None, any request to renew an expired portal link is denied.
6/3/2017 Enhancement RLH Custodian Configurations Production When the Interaction Level of a custodian is set to Redirect, portal links are sent to the assigned redirect recipient.
6/3/2017 Enhancement RLH Custodian Configurations Production The following reporting considerations apply to custodians that have their Interaction Levels set to None:
  • Custodians don't appear on Communication Summary Reports.
  • Custodians appear on Custodian Reports and have N/A in the Responded field.
  • Custodians appear on Custodian Change reports.
  • Custodians appear on Global Summary reports.
  • Custodians don't appear on Open Tasks reports.
6/3/2017 Resolved Defects Audit Production The Audit Deletion agent now only runs when the cluster backup is completed.
6/3/2017 Enhancement Structured Analytics Production Structured Analytics now supports running multiple sets without overwriting the results of previous runs.
6/3/2017 Enhancement Structured Analytics Production Relational field mappings are now available for email threading and textual near duplicate identification that support mapping to custom relational fields.
6/3/2017 Enhancement Structured Analytics Production Structured Analytics now includes a unique prefix per set. It is used for fields and objects relating to that set.
6/3/2017 Enhancement Structured Analytics Production Email thread visualization now includes a drop-down menu under Display Options. It supports switching between Structured Analytics sets.
6/3/2017 Enhancement Structured Analytics Production When field overlay is enabled, Email Thread Visualization now shows the coding values for attachments and duplicate spare emails.
5/8/2017 Resolved Defects Mobile Production Multi-Choice field type values are now always displayed in the coding pane.
5/8/2017 Resolved Defects Mobile Production The application now supports Relativity patch version 9.5.133.118.
5/8/2017 Resolved Defects Mobile Production We fixed a defect that caused updates to child nested choices to fail.
5/8/2017 Resolved Defects Mobile Production The left navigation pane would occasionally not be displayed after closing the coding pane. This has been fixed.
5/8/2017 Resolved Defects Mobile Production We fixed a defect that caused updates to child nested choices to fail.
5/8/2017 Resolved Defects Mobile Production The application no longer closes unexpectedly if the coding pane is selected before a document loads.
4/29/2017 Resolved Defects Extensibility Points Production The dashboard data was intermittently updated twice with the IDs of the new data as source, which was incorrect. The ID mapping is now always using the XML as the source, ensuring that the mapping is correct.
4/29/2017 Resolved Defects New UI Framework Production When you search in the new UI framework, the asterisk (*) wildcard character is now processed correctly when you use it with the LIKE operator.
4/29/2017 Resolved Defects Relativity Desktop Client Production The export of RDOs with an associated file field no longer fails.
4/29/2017 Resolved Defects Event Handlers Production In Fact Manager 9.2.0.202, the outline text is now no longer sporadically truncated.
4/29/2017 Resolved Defects Admin Operations Production In the Choice Editor 1.0.26.23, the row for adding choices to the bottom of the screen now no longer freezes.
4/29/2017 Enhancement All Products Production Relativity.Distributed now properly respects the EnableCustomerLockbox instance setting. If this instance setting is set to true, users must belong to a security Group with access to the workspace that they want to access. This access is required for users other than the System Administrators group.
4/29/2017 Enhancement Processing Sets Production Processing now has improved layouts by making them more intuitive. The Processing Error Details page now has sections for each group of fields. The settings on the processing profile are now categorized. The Processing Data Source layout now has the Advanced tab expanded by default.
4/29/2017 Enhancement Case Dynamics Production On exports for outline in Fact Manager 9.2.0.202, users can now click hyperlinks in an outline and open documents from .zip file.
4/29/2017 Resolved Defects Infrastructure Production The Data Grid usage metrics are now sent once per day to eliminate the stress that the original frequency placed on the web server.
4/29/2017 Resolved Defects Metrics Production An error is no longer generated if you choose Save and New when editing an existing child object from a child object list.
4/29/2017 Enhancement Case Dynamics Production In Fact Manager 9.2.0.202, has the following enhancements:
  • Tags inside of another tag automatically link to each other, such as [fact[people]]. A person mentioned on a fact is automatically linked to the fact and vice-versa.
  • If a tag is removed from an outline, the object mentioned on the tag is removed.
  • Tracking occurs for the history of the export date, the user, and the files that were exported on the outline.
4/29/2017 Enhancement Admin Operations Production In the Choice Editor 1.0.26.23, you can now easily access the order of other choices by using the View Order button. This button is an option for choices that is next to the Order field.
4/29/2017 Resolved Defects New UI Framework Production The multi-list picker for choices no longer hides the parents of choices that nest more than two levels. Choice parents of all levels are now displayed.
4/29/2017 Enhancement Admin Operations Production In the Choice Editor 1.0.26.23, you can now return to the original sorting order by clicking three times on the sort button. The new third state for sorting returns to the original order.
4/29/2017 Enhancement Admin Operations Production In the Choice Editor 1.0.26.23, you can now set a parent to a choice by the Parent field. This functionality is available on the options for choices.
4/29/2017 Enhancement Case Dynamics Production Fact Manager 9.2.0.202 includes enhancements to the Facts layout, which result in better organized fields. In addition, the type-ahead drop-down menu opens at the top when you are at the bottom of the page.
4/29/2017 Enhancement New UI Framework Production In the new UI framework, the Visible in Drop-downs field has been moved from the Information Tab to the Other Tab.
4/29/2017 Enhancement New UI Framework Production While performing mass operations on the saved search browser, you can now choose all items. This functionality is similar to that available in the list view.
4/29/2017 Resolved Defects Processing Sets Production In the Relativity Processing Console (RPC), the LastActivity field now displays accurate information for all types of jobs.
4/29/2017 Resolved Defects Processing Sets Production Relativity can now process OneNote files from Office365.
4/29/2017 Resolved Defects Audit Production The Audit Deleter Agent now creates a message so it doesn't unnecessarily insert into the logging table.
4/29/2017 Resolved Defects Infrastructure Production The UNC Path field no longer exists for a resource server that is of type worker manager server.
4/29/2017 Resolved Defects Support Tools Production The total processing time correctly reports Data Grid document ingestion.
4/29/2017 Resolved Defects Productions Production The system upgrade message appears only on the view production set page. It doesn't appear in the create or edit pages. It also now displays information about the type of job is being processed, such as the Stage, Produce, Branding, and Delete statuses.
4/29/2017 Enhancement Support Tools Production An Application Performance Monitoring (APM) metric is available for the time that it takes to create a dtSearch index.
4/29/2017 Resolved Defects New UI Framework Production Quotation marks are now handled correctly when they are used with the Is like operator for search conditions, so the search now returns the appropriate results.
4/29/2017 Resolved Defects Processing Sets Production When processing HTML files, Relativity now includes the alternative text embedded in the <alt> attribute in extracted text for these file.
4/29/2017 Enhancement Web Import/Export Production With the Single File Upload 1.2.0.16 feature, you can now upload any document supported by the Relativity viewer from the Documents tab, including from Folders, Field Tree, and Clusters.
4/29/2017 Resolved Defects Searching Production You can now include a sort with your saved search conditions in the classic UI framework.
4/29/2017 Resolved Defects RDO Framework Production In the Choice Editor 1.0.26.23, the Relativity error no longer appears, when you add choices on the fly with the mass edit option in the classic UI framework.
4/29/2017 Resolved Defects New UI Framework Production In IE 10, you can now move a saved search or saved search folder into a collapsed folder by dragging and dropping it. The proper permission violation message is now displayed when the drag and drop move operation is performed if you don't have sufficient rights.
4/29/2017 Resolved Defects Agents Production The service bus host tables are now properly cleared during upgrades. This process resolves issues that occurred when conversion agents were added.
4/29/2017 Resolved Defects Processing Profile Production In the processing profile and native imaging profile for Moscow, the Relativity time zone offset for Russia has been changed to +3.
4/29/2017 Enhancement Service Bus Production The new SharedAccessKey instances setting specifies the value of the shared access key / authorization rule used when authenticating with service bus, while the new SharedAccessKeyName instance setting specifies the name of the shared access key / authorization rule.
4/29/2017 Resolved Defects New UI Framework Production After you use a saved search that includes relational items, or after you create a document view with a selection that includes relational items, the Sampling button is now disabled and sampling is inactive.
4/29/2017 Resolved Defects New UI Framework Production When relational documents are used in search conditions, a discrepancy no longer exists between the saved search results and the documents used for a mass operation based on the same saved search.
4/29/2017 Resolved Defects New UI Framework Production The result set is now the same when a user edits a saved search results field, adds conditions that includes whitespaces, or filters on a result set from the folder browser and includes white spaces, and then chooses the option to Search rather than Save and Search.
4/29/2017 Resolved Defects File Handlers Production Relativity Processing now correctly identifies certain Office XML files.
4/29/2017 Resolved Defects File Handlers Production Relativity Processing has reduced time-out errors during discovery of password protected Office XML files.
4/29/2017 Enhancement RPC Production In the Relativity Processing Console (RPC), logging for user activity has been added on data stores, workers, and jobs.
4/29/2017 Enhancement New UI Framework Production In the new UI framework, the Currency field displays the appropriate local currency symbol, such as the dollar, pound, or euro sign. This currency symbol is based on the server's local settings.
4/29/2017 Resolved Defects New UI Framework Production The field called Extracted Text OR Full Text Field isn't currently supported in the new UI framework. If you create a saved search with that field in the classic UI framework, and then try to edit that search from the new UI framework, you now receives a user-friendly error message, but you still can't edit the search.
4/29/2017 Resolved Defects Conceptual Analytics Production If categorization fails on a large data set, retrying errors no longer has a chance of failing again. This previous failure was due to leftover data from the initial attempt that wasn't properly cleaned up.
4/29/2017 Enhancement New UI Framework Production In the saved search browser, you now have the ability to export your saved searches and folders to a file. You can export to Excel, CSV, and other standard Relativity formats.
4/29/2017 Enhancement Processing Sets Production On the Processing Set layout, the Percent Complete and Status columns have been added to the Data Source view to provide progress visibility.
4/29/2017 Resolved Defects Processing Sets Production Relativity has improved performance and stability for the processing of 7Z container files.
4/29/2017 Resolved Defects Reviewer Interface Production Document unitization now creates child images with the correct file extensions inherited from the parent image. When produced and exported, the images are exported with the correct extensions.
4/29/2017 Resolved Defects New UI Framework Production Each saved search is always associated with one of the available search indexes. By default, it is lowest ranked index. Relativity now displays an error message with the appropriate explanation if you don't have permission to the index associated with the saved search and you try to open the saved search.
4/29/2017 Resolved Defects Imaging Production Relativity now correctly handles processing and imaging of EML files from MBOX or DBX files with inconsistent line endings.
4/29/2017 Enhancement New UI Framework Production In the classic UI framework, you can filter on the Rank field using column filtering. In the new UI framework, you can't perform this task, because the field is dynamically added to the list. With this new feature, you now have the ability to filter on the Rank Field. You can also use the new operators in the list, which include >=, <=, and others.
4/29/2017 Resolved Defects Conceptual Analytics Production The edge case that caused Analytics to stick at 99% during the enabling queries step has been resolved.
4/29/2017 Resolved Defects Workspace Production Workspaces that exceed the MaxItemList count can now correctly be used as workspace templates.
4/29/2017 Resolved Defects RDO Framework Production If a category on a layout is deleted, all the fields now return into the available fields list.
4/29/2017 Resolved Defects Searching Production The icon used for creating a saved search from a list doesn’t display for users who aren’t admins but have required permissions to create searches on list pages. When they access the list, they can’t create a saved search from it because the entire console doesn’t appear. This issue has been resolved so non-admin users with the required permissions can create a saved search from a list page.
4/29/2017 Resolved Defects Reviewer Interface Production An error is no longer thrown when you download a native file that has a name containing a comma.
4/29/2017 Enhancement New UI Framework Production The new Requires Manual Rerun option on searches requires you to manually run a search again instead of it executing automatically. Since some saved searches can take a long time to run due to their complexity, this feature lets you navigate to the viewer to look at documents, or move to another tab without rerunning the entire query as you complete to your next task.
4/29/2017 Enhancement Mobile Production The Relativity Mobile application now supports Propagation and Skip when coding documents. As Relativity Web has in the past, updates to a document on mobile are now propagated to related documents. Also, when Save & Next is selected, documents changed due to propagation or other users' updates will potentially be skipped if the changes cause them to be eliminated from the current search criteria.
4/29/2017 Enhancement Mobile Production Relativity Mobile now supports the execution of PreSave and PostSave Event Handlers when coding documents.
4/17/2017 Resolved Defects Mobile Production The application has been updated to be compatible with new patch versions of Relativity.
4/17/2017 Resolved Defects Mobile Production The bottom tab bar for multi-sheet Excel documents is now accessible.
4/17/2017 Resolved Defects Mobile Production You can now scroll for all documents when viewing in landscape mode.
4/17/2017 Resolved Defects Mobile Production In previous releases, quickly selecting the 'Next' button a number of times, then selecting the 'Previous' button a number of times in the viewer could result in the wrong document being displayed. This issue has been fixed.
4/17/2017 Enhancement Mobile Production Updates to the application allow it to support Relativity version 9.5.69.85 and beyond.
4/1/2017 Resolved Defects Review Manager Production

The following defects have been resolved in Review Manager 9.3.0.67:

  • Errors on the values given on Distinct Views and Total views on the Document Detail report.
  • Inaccurate data or 0 results when there should be data on the Role Detail Report.
  • Role Detail Report not working when selecting Active Time option.
  • Reviewer Productivity Report bringing in groups that are not related to the forecast set.
  • RMObjectAction table saving rows with UserID=0. It is now directly using audit records.
  • Set Calendar Date not marked as a required field when the user chooses the Set Specific Calendar Date option on the Start Date Method field.
  • Users belonging to the System Administrators group now come up on the Reviewer Productivity Report.
  • Refresh Data button on the Forecast tab failing and not updating data.
4/1/2017 Enhancement Web Import/Export Production The load file import now lets you select the workspace destination folder where you want to import the documents. The load file import generates an error lines file that you can download through the browser when the import contains item-level errors.
4/1/2017 Resolved Defects Metrics Production The whitelist is now thread-safe. Quickly adding multiple new metrics to the whitelist doesn't cause the CPU to spike.
4/1/2017 Resolved Defects Web Import/Export Production Relativity now has a new workspace setting that optimizes a query, which caused performance issues for large publishing jobs. This setting uses the old query by default, but you can set the new optimized query to run if necessary.
4/1/2017 Resolved Defects New UI Framework Production When you create a new dashboard and add a widget, the links in the Control Number column now correctly open that document in the core reviewer interface.
4/1/2017 Resolved Defects Assisted Review Production The default StratifiedSamplingCoverage value used for Assisted Review stratified sampling is now .8 instead of .9 to adhere to the suggested defaults for the Analytics engine.
4/1/2017 Enhancement Integration Points Production You can now push original images from one workspace to another using Relativity Integration Points. You can send images as references or include physical files. No option exists to push documents with images as a single Integration Points job.
4/1/2017 Resolved Defects Admin Operations Production If you have a large environment, you can now finish off-hour Case Statistic Manager Agent runs and deliver billing metrics to kCura.
4/1/2017 Resolved Defects Review Manager Production You must now select the Set Calendar Date when the Set Specific Calendar Date is selected on the Start Date Method field on the Tier layout.
4/1/2017 Enhancement Integration Points Production For Integration Point transfers between different Relativity instances, the audit level is set to FullAudit for all user types. This setting is used when AllowNoSnapshotImport is set to 0 in the instance settings for the destination.
4/1/2017 Enhancement Integration Points Production In the ECA dashboard, the instance name has been removed from the Workspace column on the Promoted to Review widget.
4/1/2017 Enhancement Integration Points Production On the Destination Information step for exporting to a load file, the naming for Production Precedence has been changed to Image Precedence. In addition, the naming for Image Productions has been changed to Production Precedence.
4/1/2017 Enhancement Productions Production After Relativity is upgraded, all productions with status of staged are reset to the new status. Productions with the status of staging may have an error or not depend on their current step.
4/1/2017 Enhancement Unified Experience Production The user interface includes improvements for displaying the number of connected instances, when creating a workspace from the Workspace Portal.
4/1/2017 Enhancement Metrics Production The Application Performance Monitoring (APM) metrics for Processing are disabled and are no longer sent to StatsD. The APM Dashboards for the Processing performance metrics won't be valid.
4/1/2017 Enhancement Unified Experience Production The Workspace Portal now supports viewing workspaces by Relativity Views. Workspaces will be displayed based upon the limits set in the instance setting for the local view.
4/1/2017 Enhancement Reviewer Interface Production You can now use the choice editor functionality from outside of the workspaces.
4/1/2017 Resolved Defects Reviewer Interface Production When you display a document in the new or legacy viewer, and it isn’t supported by the viewer, the error message indicates that you should view the native document itself. You can view the native document by clicking the Native radio button.
4/1/2017 Enhancement Data Import Production Data Grid for Text uses the file system to store text data instead of Elasticsearch.
4/1/2017 Resolved Defects Support Tools Production Text migration no longer collects Application Performance Monitoring (APM) metrics or system usage metrics (SUM).
4/1/2017 Enhancement Integration Points Production The ECA and Investigation RAP installation setting has been modified by deleting the Data Load Date and Data Load Volume fields, and the email identifier.
4/1/2017 Enhancement Integration Points Production The ECA and Investigation configuration has been modified in the ECA template layout as follows:
  • Adjusted all metadata fields to read-only in the Document Information layout and order.
  • Added a category called Grouping to the Document Information layout as a new tab between the File Metadata and Other Metadata, and placed the MD5 Hash and Group Identifier fields on it.
  • Changed the name of the category on the Designation layout from Default Category to ECA and Investigation.
  • Changed the Designation field to a set of radio buttons instead of a drop-down field on the Designation layout and Processing Error Review layout.
  • Changed all fields in Document Information, and Processing Error Review layouts to Yes/No fields, which display as text by selecting radio button rather than a checkbox. These include Delivery Receipt Requested, Read Receipt, Requested, and Email Unread.
  • Changed the name of the layout called Designation to ECA and Investigation.
  • Deleted the Administrator layout.
  • Changed the Documents View order.
4/1/2017 Resolved Defects Audit Production The long-running SQL queries used during Data Grid audit migration have been improved.
4/1/2017 Resolved Defects Infrastructure Production Invariant stores now upgrade properly when Relativity agents and DBUpdater run in parallel.
4/1/2017 Enhancement Errors Production You can now change the layout on Document Level Errors for Processing.
4/1/2017 Enhancement Reviewer Interface Production In very large workspaces, the Mass Save As PDF window now loads correctly. For documents containing large numbers of redactions, the markup pane in the image viewer now loads.
4/1/2017 Enhancement Case Dynamics Production Fact Manager now includes these enhancements:
  • Ability to use the date range filters on the inline lists.
  • Ability to obtain a zip file that includes the linked documents used on the outline exported.
  • Improved experience when exporting the outlines to Word since the styling of outlines is now maintained.
  • Outline now can auto-link the documents tied to Fact Manager objects that have been tagged.
  • Ability to navigate between Fact Manager objects by using the list view mode for Relativity's layouts.
  • Ability to attach different type of files using the list view mode on any Fact Manager object type.
4/1/2017 Enhancement Integration Points Production The information about the instance name is added to the summary dialog of the integration point.
4/1/2017 Enhancement Data Import Production Imports into Data Grid now use less memory when running large batches.
4/1/2017 Enhancement Data Import Production Relativity now logs throughout import. Logs are collected for troubleshooting.
4/1/2017 Enhancement Data Import Production Relativity now collects Application Performance Monitoring (APM) metrics around Data Grid import features.
4/1/2017 Resolved Defects Structured Analytics Production A completed repeated content set with a comma or double quotation mark in its name now properly generates a link to View Repeated Content Filter Results.
4/1/2017 Resolved Defects Support Tools Production If Data Grid hasn't yet been installed into a workspace, the text migration agents no longer fail.
4/1/2017 Enhancement Unified Experience Production The user interface for the Workspace Portal has improvements, which include providing the option to change the display orientation for a tile or list view.
4/1/2017 Resolved Defects Processing Sets Production Relativity no longer uses Microsoft Excel to extract or image .csv and .dbf files.
4/1/2017 Resolved Defects New UI Framework Production You can now click Save & Search for a saved search when the associated search term report has an apostrophe in the its name.
4/1/2017 Resolved Defects Processing Sets Production When you previously attempted to process post - 2007 Excel files that were very large, dtSearch failed while trying to extract the metadata from the documents. Now, the metadata is first written to a temporary file rather than handling it in memory. If the search fails, the data can be read from the temporary file.
4/1/2017 Resolved Defects Audit Production When an audit is very large, Data Grid for Audit stores it on disk. These audits are now collected with ARM.
4/1/2017 Enhancement Dashboards Production The Count of Document Type widget was removed from the General Dashboard.
4/1/2017 Resolved Defects Imaging Production Relativity can now handle imaging an email file with a large header, such as one having a long list of recipients.
4/1/2017 Enhancement Support Tools Production Application Performance Monitoring (APM) metrics now monitors the health and performance of Data Grid features.
4/1/2017 Resolved Defects Relativity Desktop Client Production In the RDC, export now uses two parallel threads, so it runs twice as fast.
4/1/2017 Enhancement Batching Production For batch sets, a checkbox has been added that you can use to turn on or off the conversion of documents at batch creation. An instance setting controls the default value of the checkbox. For new installations, the checkbox defaults to selected. However, the instance setting can be modified for large clients, so that it defaults to cleared.
4/1/2017 Enhancement Structured Analytics Production During ingestion and export, the failure to obtain extracted text from DataGrid within the Analytics connectors no longer results in a failed Structured Analytics job. These failures are now reported as document level errors, so the job can continue.
4/1/2017 Resolved Defects New UI Framework Production In the new UI framework, file field links now work properly.
4/1/2017 Resolved Defects Structured Analytics Production Completed email threading jobs now properly display the status in the view page. They also generate an Email Threading Summary report, when the server locale is set to a locale, which uses a different number format than English US. For example, it may have the locale set to German.
4/1/2017 Enhancement Integration Points Production Documents transferred between source and destination workspaces using Integration Points are now tagged. The instance name is added to the Source Case object and Destination Case object. Documents in the destination instance are tagged with the value of the FriendlyInstanceName instance settings defined in the source instance. If documents are promoted within the same instance, they are tagged with "This Instance" as instance name.
4/1/2017 Enhancement Integration Points Production On the setup page of Integration Points, the new Include in ECA Promote List option indicates whether the integration point should be visible on the Promote button on ECA dashboard. Now, only integration points with Include in ECA Promote List set to Yes are visible and available for promoting directly from the ECA dashboard.
4/1/2017 Resolved Defects Search Production If you previously used curly quotation marks in a long text field CONTAINS filter, Relativity searched for the quotation mark itself instead of grouping terms together. Now, if you perform this type of search, Relativity groups the terms together. This update changes the search results for any affected saved search or view.
4/1/2017 Enhancement Structured Analytics Production Structured Analytics now reports usage metrics. These metrics include counts for full and incremental analyses, selected operation types, and other structured analytics configuration parameters.
4/1/2017 Enhancement Integration Points Production Field types are now visible during the mapping step for import, such as FTP, LDP, and load files. In addition, they are visible for export to Relativity providers, except for export to a load file.
4/1/2017 Enhancement Productions Production When you import productions through the API, RDC, or WebImport, the production information fields are set correctly.
4/1/2017 Enhancement Support Tools Production When an unexpected error occurs during text migration, the Text Migration agents no longer turn themselves off. Instead, they wait for the error scenario to pass and then resume working. When they encounter an error, it is logged with Relativity.Logging.
4/1/2017 Resolved Defects New UI Framework Production In the Preview Security feature, the Exit Preview button now correctly closes the window in the new UI framework.
4/1/2017 Enhancement Extensibility Points Production Dashboard instances can now be included with an ADS application.
4/1/2017 Enhancement File Transfer App Production You can now view the progress for transfers running on other machines.
4/1/2017 Resolved Defects New UI Framework Production The Keyword Search Manager, dtSearch Manager, DataGrid Search Manager, and Analytics Search Manager services now support copying a saved search through the Relativity Services and REST APIs.
4/1/2017 Resolved Defects Processing Sets Production The issue with square characters in Arabic text is resolved.
4/1/2017 Enhancement Infrastructure Production In the layout for the worker manager server, the URL field has been renamed to Server Name. This change accommodates multiple communication protocols and simplifies the configuration of the worker manager server.
4/1/2017 Enhancement New UI Framework Production During a folder move, the progress bar now displays the time lapsed, the time remaining, and the percentage completed.
4/1/2017 Enhancement Structured Analytics Production Structured Analytics now assigns document choices to the results of an analysis. With these choices, you can use the field tree to select documents included in a Structured Analytics Set. The choices are created and then assigned to documents, which were excluded from the set due to a document or task level error during analysis.
4/1/2017 Enhancement File Transfer App Production You can now create new folders on the remote files share from the upload destination folder picker. You can right-click in the folder tree view for the upload destination folder to display the option for creating a folder. You can’t create folders directly off the root, and you can create hidden folders by prefixing the folder name with a period.
4/1/2017 Enhancement Agents Production The Case Statistics Manager no longer compresses and sends the case and user rollup files, which were produced during the off-hour agent runs. These files are sent as a metric back to kCura through the Telemetry application.
4/1/2017 Resolved Defects Extensibility Points Production Integrated credentials for the service proxy now correctly authenticate through Relativity Rest API endpoints for Windows accounts that aren't mapped to the Relativity service account.
4/1/2017 Enhancement Document Browsers Production You can use the new Refresh button in the Cluster browser to manually reload the clusters.
4/1/2017 Enhancement Integration Points Production You can now change load file field names on export.
4/1/2017 Enhancement New UI Framework Production When you drag and drop folders under different parent folders in the saved search browser, Relativity displays the tree as grayed to prevent you from clicking on another folder before the initial folder move is completed.
4/1/2017 Enhancement Structured Analytics Production In email threading, you are no longer required to have a separate saved search to identify parent emails. The optional GroupID field mapping on the Analytics profile has been removed, but the ParentID field mapping is now required.
4/1/2017 Resolved Defects Imaging Production The issues caused by the anti-virus software are resolved and imaging now works successfully.
4/1/2017 Resolved Defects Review Manager Production The caching issues on reports are resolved.
4/1/2017 Enhancement Audit Production For Data Grid for Audit, the application manages the migration queues where batches are locked to a deleted Audit Migrator or Audit Deleter agent.
4/1/2017 Resolved Defects Authentication Production When using the AuthToken login method, you now correctly see the reset password link and can change your password.
4/1/2017 Resolved Defects Reviewer Interface Production If the Data Grid port or service is unavailable, the following error message appears: “An error has occurred while trying to view this document. Contact your system administrator to resolve this issue." This update applies only the HTML 5 long text viewer, but not the ActiveX viewer.
4/1/2017 Resolved Defects Processing Profile Production The Thai language has been removed from the OCR languages list on the processing and OCR profiles appearing in Relativity, and on the Relativity Processing Console (RPC).
4/1/2017 Resolved Defects Search Term Reports Production An exported PDF of a search terms report now correctly renders Mandarin characters.
4/1/2017 Resolved Defects Mobile Production If the ExplicitBrowserWhitelist instance setting allows Relativity web access from mobile browsers, an authentication request is displayed over the document viewer. We now guard against this configuration.
4/1/2017 Resolved Defects Mobile Production Previously, accessing DataGrid Saved Search types from the mobile device resulted in an error message. This issue has been resolved.
4/1/2017 Resolved Defects Mobile Production The app previously allowed sorting on document list columns where that capability was not possible (e.g. reflective fields), causing an error to be displayed. These types of columns now have their sort capability disabled.
4/1/2017 Resolved Defects Mobile Production The 'Save' button on the Coding pane remains enabled if the user moves to the next document without saving changes. The button now is disabled if the user moves off the current document without saving.
4/1/2017 Enhancement All Products Production The Oracle Critical Security Patch Update for January 2017 was applied for the March 9.5 release.
9/9/2016 Enhancement Analytics Production The ContentAnalystShowIntegratedDtSearch and ContentAnalystShowIdentifySimilarDocuments instance settings have been deprecated.
3/10/2017 Resolved Defects Mobile Production

Retiring and then restoring a device in MobileIron's portal may cause the application to fail passcode authentication. A fix for this issue is in development.
3/10/2017 Resolved Defects Mobile Production Deleting the MobileIron application from the device while Relativity is open may cause the Relativity mobile app to behave erratically. A fix for this issue is in development. Workaround: hard close the Relativity application after MobileIron is deleted.
3/10/2017 Resolved Defects Mobile Production Swiping the coding pane to close it leaves the left navigation bar hidden. A fix for this issue is in development. Workaround: return to the document list an then select a document. Only use the 'coding' button to dismiss the coding pane.
3/10/2017 Resolved Defects Mobile Production The Save button is not enabled if any documents have unset required fields. A fix for this issue is in development.
3/10/2017 Resolved Defects Mobile Production When displaying a document in the Image Viewer, rotating from Portrait to Landscape mode and then swiping to move to another page may cause the application to fail. A fix for this issue is in development.
2/25/2017 Resolved Defects Processing Sets Production Visio files were previously failing to create an instance when publishing documents. This issue caused threads to remain open for long periods of time and created an error. The implicit pointers are now explicitly closed in order to keep these threads from being locked. This update also has the benefit of speeding up publishing.
2/25/2017 Resolved Defects Metrics Production Relativity now specifies the culture for the conversion of the DateTime type, so parsing works correctly regardless of the region. This resolution removes the access error that occurred due to the issue with the DateTime type and the culture in the Telemetry application.
2/25/2017 Resolved Defects Extensibility Points Production The defect in the Relativity Services API that prevented the creation of documents has been revolved.
2/25/2017 Resolved Defects Data Import Production Importing into Data Grid now batches data based on the overall size of SQL fields and Data Grid enabled fields. The import is performed through the Relativity Import API, which is used by the Relativity Desktop Client and the Processing application. This process reduces memory footprint of WebAPI on the web server used for importing.
2/25/2017 Resolved Defects New UI Framework Production When returning to a saved search, you now return to last viewed document.
2/25/2017 Resolved Defects Processing Sets Production dtSearch no longer duplicates header data in each row when extracting text from CSV files.
2/25/2017 Resolved Defects Processing Sets Production Relativity Processing now consistently populates the Track Changes field for .docx files.
2/25/2017 Enhancement Search Production Data Grid can now invalidate search results that become out of date when running Elasticsearch 5.x.
2/25/2017 Resolved Defects Reviewer Interface Production You can update a new optional instance setting when FileIO errors occur while viewing documents:
  • Name: DocumentViewerSleepTime
  • Section: Relativity.Core
  • Value: 500ms (This values uses and Int (32-bit) to store the amount of time in milliseconds.)
2/25/2017 Resolved Defects New UI Framework Production In the new UI framework, when you try to delete the search term results, an error is no longer thrown and the records are deleted successfully.
2/25/2017 Resolved Defects Conversion Production The native imaging issues with .wpd, .odt, and some .rtf files have been resolved. Issues with .wps and .rtf files with modified password protection are to be resolved in the future.
2/25/2017 Resolved Defects Structured Analytics Production The import phase for a structured analytics set no longer fails to automatically retry the import of Analytics results into the Document table. This retry logic was added to avoid failing an structured analytics set job due to a temporarily locked Document table.
2/25/2017 Enhancement File Transfer App Production If the client registration for a File Transfer App isn't found for the current Relativity instance, the user is redirected to a page with a link to instructions for registering additional Relativity instances.
2/25/2017 Enhancement ADS Production The new AllowADSToShrinkFieldLength instance setting alters default behavior for incoming RAP files. They no longer shrink fields on import. The default value is false. If you set this value to true, ADS is reverted to the legacy behavior. Prior to this update, ADS forced any fields contained in an incoming RAP have a MaxLength equivalent to the RAP's definition. Consequently, an application could be unlocked, and a field increased to longer than a RAP file defined. When this application was upgraded, ADS would shrink the field. If a user loaded data into the field that was longer than the RAP's definition, an error occurred during import.
2/25/2017 Resolved Defects New UI Framework Production A saved search now returns the correct set of results, when relational items are included in it and additional filtering conditions which contradict the saved search criteria are applied via the filter browser or Pivot. For example, you have a saved search that pulls all documents with an extension of .doc, and then include relational items that don't have this extension. Those relational items are no longer counted in the number of documents.
2/25/2017 Resolved Defects New UI Framework Production In the new UI framework, when you attempt to mass delete search term results, agents, Analytics indexes, and choices, an error is no longer thrown and the records are deleted successfully.
2/25/2017 Resolved Defects Data Import Production Data Grid ingestion renews leases in the service bus to lessen the affects of the ingestion work timing out and being retried after verification has succeeded. This process removes most of the false errors that indicate files can't be found in the virtual file system.
2/25/2017 Enhancement Applications Production The Recipient Domains (BCC) field was removed from the RAP file for ECA and Investigation. The Extracted Text Size in KB, a decimal field, was added to the RAP file for ECA and Investigation.
2/25/2017 Enhancement Extensibility Points Production The Statistic event handlers that run at the end of the off-hour Case Statistics Manager Agent no longer execute, so they don't pull usage metrics for applications.
2/25/2017 Resolved Defects Applications Production The sizes of the Control Number Beg Attach and Control Number End Attach fields have been increased to 255 chars.
2/25/2017 Resolved Defects RDO Framework Production When you attempted to use Add/Remove Groups on a secured object during some workflows, certain groups didn’t appear. The query for this purpose has been updated to handle these cases.
2/25/2017 Enhancement Infrastructure Production Relativity Collection now fully supports Transport Layer Security (TLS) 1.2.
2/25/2017 Enhancement File Transfer App Production The File Transfer App now fully supports Transport Layer Security (TLS) 1.2.
2/25/2017 Enhancement Data Import Production Importing documents now produces document level errors, when the import system is temporarily overloaded. These errors can be retried.
2/25/2017 Enhancement Data Import Production The Data Grid worker agent now uses a lockout period with a duration of 1 minute instead of 15 minutes.
2/25/2017 Enhancement Data Import Production The Application Performance Monitoring (APM) tool has the following new metrics:
  • DataGrid.Ingestion.API.VfsRejections - the counter for import errors due to a VFS failure.
  • DataGrid.Ingestion.API.ServiceBusRejections - the counter for import errors due to a service bus failure, such as Azure throttling.
Both metrics are part of the DataGrid.Ingestion category.
2/25/2017 Resolved Defects New UI Framework Production In the new UI framework, the item list can handle fields with a single quotation and a backslash in their names.
2/25/2017 Resolved Defects New UI Framework Production Users can now edit field in a Pivot widget without deleting the first filter card.
2/25/2017 Enhancement Integration Points Production Relativity Integration Points now has a new option for Overwrite mode called Move Existing Documents. You can use this option when promoting documents to another workspace. When you select Yes, the existing documents are moved into the folders provided in the Folder Path Information field. If the Folder Path Information field contains an identical folder structure for existing documents in the destination workspace, those documents won’t be moved. Instead, they are overlaid with the with new information. When you select No, the application doesn’t re-folder existing documents.
2/25/2017 Resolved Defects Processing Sets Production Processing and native imaging workers now appropriately suppress pop-up windows when a Microsoft Office application isn't the default application on a worker. The job can continue without manual intervention.
2/25/2017 Enhancement Dashboards Production The following views have been removed from the RAP file for ECA and Investigation:
  • Admin View
  • All Documents
  • Email Conversation Thread
  • Inclusive Emails
  • Logical Path vs. Virtual Path
  • Processing Duplicate Workflow
  • Search Term Hits
2/25/2017 Enhancement Dashboards Production In ECA and Investigation, the Processing Error Handling view has been renamed to Processing Errors, and the Pushed Documents view has been renamed Promoted Documents.
2/25/2017 Enhancement Dashboards Production The RAP file for ECA and Investigation now sets the Document List dashboard as a parent tab of the Documents tab.
2/25/2017 Enhancement New UI Framework Production When the maximum number of widgets have been added to a dashboard, the Add Widget button is grayed out. This feature adds a tooltip that appears when you hover over the grayed out button. It indicates why you can't add another widget. The setting for the MaxNumberofWidgets now includes cluster widgets in addition to Pivot widgets.
2/25/2017 Enhancement All Products Production You can now control the vertical space between lines of text in your document. You can select the text and choose a line spacing setting from the line-spacing drop down menu. Supported settings for line spacing include 1, 1.5, 2, 2.5, or 3. When you copy and paste from Microsoft Word, the line spacing is now preserved.
2/25/2017 Enhancement Integration Points Production You now have the option of promoting documents to a workspace located in another federated instance. You can configure the new Relativity Instance field on the Connect to Source layout of an integration point that you're creating. To do this, you need to generate the necessary credentials in the Authentication/OAut2 Client section of the destination instance. You can then enter the credentials to authenticate that instance on the integration point.
2/25/2017 Enhancement Authentication Production The command line import tool for the Relativity Desktop Client now supports authentication via OAuth2 client credentials.
2/25/2017 Resolved Defects Authentication Production The SupportLinkHref instance setting and related artifacts are deprecated. They have been removed from the code
2/25/2017 Resolved Defects Admin Operations Production Imaging profiles are now granted the appropriate permissions, which resolves the issues that occurred with copy permissions inside of a workspace.
2/25/2017 Resolved Defects Integration Points Production When previewing a load file import with extracted text, you can now view the actual contents of the extracted text file.
2/25/2017 Enhancement Reviewer Interface Production If a user imports documents to a folder that isn't specified in the credential object, then the files can't be converted. To prevent this issue from occurring, the Import as file pointers option is now hidden in the Relativity Desktop Client.
2/25/2017 Enhancement Web Import/Export Production The use of processing source locations has been removed. During a load file import, users can browse for any load files in the data transfer location of the workspace.
2/25/2017 Enhancement File Transfer App Production Users can now verify that their environment is configured properly for transfers with the Test Connection hyperlink on the transfer page.
2/25/2017 Enhancement Search Production The APM tool has the following new metrics:
  • DataGrid.Search.Execution.Time - the time spent executing a Lucene Search query.
  • DataGrid.Search.Exception.Count - the count of exceptions that occurred during a Lucene Search query.
  • DataGrid.Search.Result.Document.Count - the count of documents returned by a Lucene Search query.
For system usage metrics (SUM), the following metric has been added:
  • DataGrid.Search.Execution.Count - the count of Lucene Search queries.
Both sets of metrics are part of the DataGrid.Search category.
2/25/2017 Resolved Defects Item List Production On the list page, the Export to List feature now escapes the Excel cell macro syntax by default.
2/25/2017 Resolved Defects Processing Sets Production Microsoft Word documents can now be imaged and their text extracted.
2/25/2017 Enhancement Structured Analytics Production During the execution of a structured analytics set, the document level errors that occur are now recorded and the documents are automatically excluded from the set. This update allows the operation to finish with a Completed with Errors status. The errored documents are tagged with a value of Excluded on a new document choice field named Structured Analytics Sets. You can access these documents and those tagged as Included from the document field tree browser. For additional information about the errored documents, you can click the Show Document Errors link in the Structured Analytics Set console.
2/25/2017 Enhancement File Transfer App Production The File Transfer App now supports email notification of transfer completion, including both success or failure.
2/25/2017 Enhancement Structured Analytics Production The Relativity Analytics application installation no longer creates whitelist categories for required Telemetry Structured Analytics billing metrics. These metrics are now submitted regardless of the whitelist configuration.
2/25/2017 Enhancement File Transfer App Production The File Transfer App now supports client registrations with multiple instances of Relativity. A user may perform transfers for different Relativity instances from one workstation.
2/25/2017 Enhancement New UI Framework Production The Folder Manager service now supports the ability to move a folder to a new destination while reporting progress through the Relativity Services and REST APIs.
2/25/2017 Resolved Defects Data View Production Data Grid for Text no longer allows a user to create a field, which would have deleted data pre-populated as a result of a naming collision.
2/25/2017 Resolved Defects Document Browsers Production When the user drags and drops folders under different parent folders, the system now keeps the tree grayed out. This functionality removes the ability for the user to click on other folders before the initial folder move is complete, which resolves the initial issue.
2/25/2017 Enhancement New UI Framework Production In the classic UI framework, the document list now has a selected row state, which is useful for putting focus on a single row.
2/25/2017 Enhancement Assisted Review Production Microsoft DTC is no longer required by the Assisted Review application.
2/25/2017 Enhancement Conceptual Analytics Production Conceptual Analytics APIs have been moved into the Analytics Core application.
2/25/2017 Enhancement Conceptual Analytics Production Conceptual Analytics agents have been moved into the Analytics Core application.
2/25/2017 Resolved Defects Imaging Production Relativity now properly images embedded images in emails with RTF-encapsulated HTML.
2/25/2017 Enhancement Infrastructure Production The new Structured Analytics API includes functionality for automating a full or incremental analysis of a structured analytics set, checking the status of the analysis, retrieving document and other errors, and performing additional tasks. It exposes multiple methods for this functionality through .NET. In addition, the Structured Analytics API exposes endpoints through REST, which support similar functionality.
2/25/2017 Resolved Defects Search Production The dtSearch Index worker no longer experiences excessively short timeouts lasting sub-seconds.
2/25/2017 Resolved Defects Processing Sets Production In the Processing application custom pages, the queries weren't previously using the long running query timeout instance setting. If a query took more than 30 seconds due to a large amount of date, it would time out. The long running query timeout instance setting is now included on all of these SQL queries so you can customize it to your environment.
2/25/2017 Enhancement Resource Servers Production For the deprecation of EDDSResource database, the eddsdbo user no longer has permissions to create tables on this database.
2/25/2017 Resolved Defects New UI Framework Production In the new UI framework, IE no longer has a memory leak.
2/25/2017 Resolved Defects Dashboards Production After upgrading the ECA and Investigation application, the ECA Dashboard tab remains as the default tab.
2/25/2017 Enhancement Support Tools Production The Set Extracted Text Size application has been renamed to Set Long Text Field Size. It also includes an new input field called Long Text Field.
2/25/2017 Enhancement Audit Production The Data Grid Audit UI now shows Field Name, Old Value, and New Value in the results pane.
2/25/2017 Resolved Defects Reviewer Interface Production When you save an image as a PDF, the resulting PDF file is expected to be slightly larger than the original document. However, it has a much larger size than expected in certain scenarios, such as when the original images are JPEGs or the pages are being stamped. This issue has been resolved so the resulting PDF no longer balloons in size. However, the resolution doesn't take into consideration scenarios when the PDF is marked as searchable.
2/25/2017 Resolved Defects Document Browsers Production When editing a public saved search in a secured folder, you would previously receive an error about editing another user's private search. You can now edit a public saved search in a secured folder without any errors occurring.
2/25/2017 Resolved Defects Processing Sets Production Relativity Processing now correctly generates text extraction errors for duplicate documents.
2/25/2017 Resolved Defects Searching Production You previously weren't able to view the right-click menu in the saved search browser if you had the following combination of security permissions: View, Edit, Add, and Edit Security. Now, each item in the right-click menu appears if you have the appropriate permission for every possible combination of security permissions.
2/25/2017 Resolved Defects Searching Production The logic for Keyword Search Provider output has been updated to remove additional characters and correctly parses the search query.
2/25/2017 Resolved Defects Conceptual Analytics Production Users are no longer logged out of Relativity when executing a right-click concept search from the viewer that returns no results.
2/25/2017 Resolved Defects Conceptual Analytics Production An error is no longer thrown when creating a custom Categorization Set layout without the Categories and Examples Source field.
2/25/2017 Resolved Defects Searching Production The user can now save a search that sorts on the File Icon field in the classic UI framework.
2/25/2017 Enhancement New UI Framework Production In the new UI framework, when a user navigates back to the document list from the document viewer, the list persists the document that user was currently viewing and doesn't return to the beginning of the list.
1/28/2017 Resolved Defects Legal Hold Production Relativity Legal Hold has been enhanced to handle tabs seamlessly during upgrade. We now support upgrades from 3.5 and above. Legacy 3.5 tabs are removed during upgrade, and standard tabs are made visible.
1/28/2017 Resolved Defects All Products Production The HTML editor has been updated so that the copied and pasted lists from Word documents are translated into HTML lists. This update includes bullets, numbered lists, and multiple-level lists.
1/28/2017 Enhancement Case Dynamics Production

With a new Outlines tab in Fact Manager, you can now:

  • Draft or copy and paste factual finding, issue summaries, deposition questions, or any case strategy document into a rich text editor.
  • Easily link text to Facts, Issues, People, or any Fact Manager object.
  • Link key documents to your Outline.
  • Export your Outline as a Microsoft Word file.
1/28/2017 Resolved Defects Conceptual Analytics Production Conceptual and Structured Analytics connectors no longer fail when they attempt to read data that doesn’t exist or is invalid in Data Grid.
1/28/2017 Enhancement Web Import/Export Production You can now import production and image load files through Integration Points using import configuration settings like those found in the Relativity Desktop Client (RDC). The Import Detail fields on the Connect to Source layout have been changed to be more intuitive. Specifically, the Processing Source and Load Data From fields are now called Import Location and Import Source, respectively. This release doesn't include the ability to download a file containing error lines after running a document load file import. This feature is available in the RDC, and we will be adding it for the web import in a future release.
1/28/2017 Resolved Defects Agents Production The File Deletion Manager now properly handles connections for long running deletions.
1/28/2017 Resolved Defects Conceptual Analytics Production During the population phase of Conceptual Analytics, errors thrown from the connectors are now displayed to the user instead of causing the job to hang indefinitely.
1/28/2017 Resolved Defects Extensibility Points Production Field collation query has been optimized to improve performance on larger workspaces.
1/28/2017 Resolved Defects Reviewer Interface Production A new instance setting restricts the number of images that appear in the Image Viewer. This setting isn’t added by default. We recommend updating this setting if you encounter problems when converting many images.
1/28/2017 Resolved Defects Reviewer Interface Production The native document viewer now converts documents that are password protected and were imported through Relativity Processing.
1/28/2017 Resolved Defects Authentication Production The session end and logout events now have additional logging to help facilitate troubleshooting issues.
1/28/2017 Enhancement Search Production Relativity 9.5 requires existing Data Grid clients to upgrade Data Grid to v2.3.3.58 or higher. Lucene search requests now offer substantial performance gains that aren’t backwards compatible with previous versions of Data Grid. For additional information or upgrade assistance, contact Client Services.
1/28/2017 Enhancement Integration Points Production The Use Folder Path Information field is now available for Append/Overlay mode. When promoting documents to another workspace with Append/Overlay mode, you can create folders for new documents and re-folder existing documents in the destination workspace.
1/28/2017 Resolved Defects All Products Production The functionality for creating and updating fields now respects the LongRunningQueryTimeout instance setting, which avoids frequent workspace timeouts.
1/28/2017 Enhancement Dashboards Production In the ECA application, we have renamed "Push" to "Promoted" in all features. For example, "Percentage Pushed to Review" is now named "Percent Promoted to Review" and "Pushed to Review" is now "Promoted to Review."
1/28/2017 Enhancement Integration Points Production The Export Detail / Destination Folder for the exported data and files has been changed. Now, the Destination Folder uses the Default File Repository defined for the workspace and the user can select a subfolder at that location. The Processing Source Location isn’t used anymore.
1/28/2017 Resolved Defects Imaging Production Certain Excel files no longer hang during native imaging when the Auto-fit Columns option isn't selected in Imaging Profile > Formatting.
1/28/2017 Resolved Defects Metrics Production The log message filling up the RelativityOne logs has been removed. It is no longer necessary to collect this log.
1/28/2017 Resolved Defects Relativity Desktop Client Production When you used the Relativity Desktop Client to overlay multiple choice fields with the settings selected for merge values, the audits were incorrectly generated and stated that the previously set choices for the field had been unset. Now, the audits are generated showing that they only set new choices when merge values are selected.
1/28/2017 Resolved Defects Relativity Desktop Client Production When you use Relativity Desktop Client or Processing to overlay multiple object fields, the change is now audited. Previously, the change wasn't audited.
1/28/2017 Enhancement New UI Framework Production The Object Query Manager service now supports the ability to query for unique values in fixed-length text fields through the Relativity Services and REST APIs.
1/28/2017 Enhancement Sampling Production Users can now specify different sampling settings per document browser in the new UI framework.
1/28/2017 Resolved Defects Assisted Review Production In Assisted Review, overflow errors no longer occur when you view the Control Set Statistics report in workspaces with very large datasets.
1/28/2017 Resolved Defects Structured Analytics Production In Email Thread Visualization, the spinner, displaying "Applying coding highlights," no longer appears while visualization is loading when color coding isn't enabled.
1/28/2017 Resolved Defects Infrastructure Production Relativity now correctly processes OneNote files that caused pop-up windows to display on the worker. This update eliminates the need to manually close the pop-up windows.
1/28/2017 Resolved Defects Structured Analytics Production Editing existing Structured Analytics Sets no longer removes or updates the manually assigned Analytics Server when you perform a save operation.
1/28/2017 Resolved Defects Imaging Production Pop-up windows no longer block the jobs during processing.
1/28/2017 Resolved Defects Processing Sets Production Processing now throws the correct discovery error for Pre-2007 Word files that are password protected.
1/28/2017 Resolved Defects Structured Analytics Production In Email Thread Visualization, the tooltip document type icons now always match the icons used in document email threading display fields.
1/28/2017 Resolved Defects Audit Production In the Data Grid for Audit UI, filtering is now consistent with filtering in other new UI framework pages when you search for an exact phrase.
1/28/2017 Enhancement Processing Sets Production Relativity Processing now supports OST files from Microsoft Office 2013.
1/28/2017 Enhancement Structured Analytics Production Documents that encounter email threading errors from the Analytics engine are now reported in the Show document errors pop-up window. These documents are excluded from email threading jobs only.
1/28/2017 Enhancement Structured Analytics Production Documents that encounter copy errors from the Analytics engine are now reported in the Show document errors pop-up window. These documents are excluded from the current set and all future builds.
1/28/2017 Enhancement Structured Analytics Production Documents that encounter data warning errors from the Analytics engine are now reported in the Show document errors pop-up window. These documents are excluded from the current set and all future builds.
1/28/2017 Enhancement Structured Analytics Production The new Empty and Numbers Only groups are created when a textual near duplicate job runs with the Ignore numbers field set to true.
1/28/2017 Enhancement Structured Analytics Production The Show document errors pop-up window now reports documents that encountered text extraction data type errors from the Analytics engine. The errors are derived from CAAT. These documents are excluded from the current set and all future builds.
1/28/2017 Resolved Defects Reviewer Interface Production The conversion of large number of images now completes successfully.
1/28/2017 Resolved Defects Reviewer Interface Production In Chrome, when the coding panel is undocked, changes are made, and the panel is redocked, Relativity now correctly indicates to the user that changes have been made and saved.
1/28/2017 Resolved Defects Processing Sets Production Relativity now has improved SQL queries for workspaces with a high ratio of documents to processing resources. These queries improve publishing with deduplication.
1/28/2017 Enhancement New UI Framework Production You can now view the current search path in order determine exactly where the saved search is located in a catalog tree.
1/28/2017 Enhancement Structured Analytics Production Documents with extracted text greater than 30 MB are automatically excluded from being sent to the Analytics engine. These excluded documents appear in the Show document errors pop-up window.
1/28/2017 Resolved Defects Infrastructure Production The Processing Set Manager agent no longer experiences intermittent agent deadlock when you retry discovery errors.
1/28/2017 Enhancement Batching Production When a batch set is created, documents are automatically submitted for conversion.
1/28/2017 Enhancement Data Grid Production The Ingestion Management tab is an admin tab located under the Data Grid parent tab. This tab lists all ingestion steps, the number of permanent failures encountered, and provides buttons for canceling or retrying those failures. This tab was inactive when introduced in Relativity 9.4.378.21. Full functionality is now available in Relativity 9.4.
1/28/2017 Resolved Defects Structured Analytics Production The Language ID report no longer fails when the results don't contain a secondary language.
1/28/2017 Resolved Defects Imaging Production To improve performance, Relativity now natively images documents with multiple page in split up jobs.
1/28/2017 Resolved Defects Infrastructure Production Sporadic errors resulting from a null destination path for uploads no longer occur. When a null value is returned for an upload destination path, the default destination path "/FTA" is now used. The user has the option to re-select the destination path, and use a different destination then the default.
1/28/2017 Resolved Defects Imaging Production Relativity now correctly displays attachments for appointment emails or calendar invitations in extracted text and native imaging.
1/28/2017 Resolved Defects Conceptual Analytics Production The population of choices on the Analytics Index Document field is now more resilient in large workspaces.
1/28/2017 Enhancement Data Grid Production When text is imported into Data Grid enabled fields, Data Grid ingestion is used instead of writing directly to ElasticSearch.
1/28/2017 Resolved Defects New UI Framework Production The new UI framework now supports the Show Current Path icon.
1/28/2017 Resolved Defects Structured Analytics Production Relativity now calculates the extracted text size. All documents with greater than 30 MB of text are suppressed from being sent to the Analytics engine.
1/28/2017 Resolved Defects Structured Analytics Production When you run a Structured Analytics Set, corrupt documents are reported as document level errors and excluded from the set.
1/28/2017 Enhancement All Products Production In the new UI framework, a user can perform a quick search on a saved search name with match-as-you-type functionality.
1/7/2017 Resolved Defects Processing Production During aborted operations, the limiting of OCR threads has been made more reliable.
1/7/2017 Resolved Defects Analytics Production The error message has been updated with appropriate information when attempting to delete an Analytics index that is referenced by an existing cluster.
1/7/2017 Resolved Defects ECA and Investigation Production In the ECA and Investigations application, the Author field length has been increased from the default value of 50 to 255 characters.
1/7/2017 Resolved Defects Analytics Production When certain Analytics operations are performed, a security check may mistakenly be triggered. This check occurs when determining how to connect to the database and results in a permissions error. This specific issue has been fixed.
1/7/2017 Enhancement Processing Production User authentication has been added to the Relativity Processing Console providing additional security.
1/7/2017 Enhancement Processing Production Invariant store databases are now upgraded with the Workspace Upgrade Worker agents. This process provides faster upgrades because multiple agents can upgrade different databases simultaneously.
1/7/2017 Resolved Defects Processing Production Relativity Processing no longer fails on installation or upgrade in the case of deleted Invariant store databases.
1/7/2017 Resolved Defects Developer Platform Production When Service Host doesn't run, the user now has limited access to Relativity. In the User drop-down list box, an alert notifies the user that the Home menu can't load and instructs the user to contact the system admin.
1/7/2017 Resolved Defects Review Production Previously, the Conversion API would lose its ability to log Relativity errors several hours after start up. When document conversion failed, the Document Viewer displayed an error page that said: "Cache Entry location is unreachable or does not exist." Instead, it should have displayed a message with a link to the correct error in the Errors tab. This issue is resolved so the Conversion API no longer loses its ability to log Relativity errors, and users see the error message saying "Cache Entry location is unreachable" in the appropriate situations.
1/7/2017 Resolved Defects Processing Production During processing and imaging, Relativity now accounts for emails with HTML bodies that don't contain lowercase header tags.
1/7/2017 Resolved Defects Data Grid Production The defect introduced with enhancements to the Data Grid search provider, which prevented the use of double quotation marks (") within a Search field condition used to define a phrase in a Lucene query, has been fixed.
1/7/2017 Enhancement Processing Production The processing profile now includes the option to propagate the custodian metadata fields to the child documents.
1/7/2017 Resolved Defects Environment Administration & Operations Production The Billing Statistics - Application script now runs with the proper inputs. The following inputs have been replaced:
  • 'UsagePeriodYear' has been updated to 'UsagePeriodYearParam'
  • 'UsagePeriodMonth' has been updated to 'UsagePeriodMonthParam'
1/7/2017 Resolved Defects Data Grid Production The defect related to the execution of saved searches that contained a Lucene search field condition that utilized an asterisk (*) or exclamation point (!) within the Lucene query is resolved. This issue caused the results of the search to be incorrect due because asterisk (*) and exclamation point (!) characters were removed from the Lucene query during the execution of the condition in saved search.
1/7/2017 Resolved Defects Installation & Deployment Production Workspaces flagged to be deleted won't be displayed in the list of workspaces where an application is installed.
1/7/2017 Enhancement Analytics Production When a Structured Analytics Set is run, the following fields are pivot and group-enabled by default:
  • Email Duplicate Spare
  • Inclusive Email
  • Inclusive Reason
  • Email Action
  • Textual Near Duplicate Principal
  • Textual Near Duplicate Similarity
  • Indentation
1/7/2017 Resolved Defects Analytics Production When Categorization Set is copied, the Categorization Status and Synchronization Status fields were copied over to the newly-created object. Values specific to the original set are no longer copied.
1/7/2017 Enhancement Review Production There is a performance improvement of 25% when imaging in RelativityOne environment and an overall performance improvement of 15%.
1/7/2017 Resolved Defects Review Production The Set Extracted Text Size mass action choice was wrapping just one letter instead of the whole word. This issue is now fixed.
1/7/2017 Enhancement Data Transfer Production Auto-mapping between source and destination fields is now available on the third step of Integration Point wizard. It uses simple string matching between the two fields, and also checks the Fields catalog. The field's type isn't validated.
1/7/2017 Resolved Defects Review Production Permissions that allow users to add new STR terms in the STR Modify Terms page are now properly enforced.
1/7/2017 Enhancement ECA and Investigation Production On the ECA Dashboard, a drop-down list box under the Promote button now contains only two types of integration points, which are those for export and transfer to another workspace. It can promote documents to a load file in addition to another workspace. The names on the list contain an appropriate prefix, such as "LoadFile:" or "Workspace:" accordingly.
1/7/2017 Resolved Defects Developer Platform Production Custom pages now check the relative path for default.aspx. This check avoid conflicts with files that users created with the same name.
1/7/2017 Enhancement Analytics Production In email thread visualization, the Shift key can be used to select multiple emails for mass editing.
1/7/2017 Enhancement Review Production Beginning with Relativity 9.4.398.62, users won't be able to create or update Relativity Scripts through the UI by default. To enable this functionality in your environment, set the following instance setting to true:
  • Name - AllowAddOrEditScripts
  • Section - kCura.EDDS.Web
1/7/2017 Enhancement Environment Administration & Operations Production The Case Rollup file now includes the following fields: Matter Name, Matter Artifact ID, Client Name, and Client Artifact ID.
1/7/2017 Enhancement Data Transfer Production Users can now apply the Profile to a newly-created integration point. This functionality is available for any type of import or export integration point on the initial setup page in the Profiles drop-down list box.
1/7/2017 Enhancement Data Transfer Production Users can now save an integration point configuration into the Profile from the integration point summary view. This functionality is available by clicking Save as Profile on the menu bar.
1/7/2017 Enhancement Review Production Users can easily export their entire Dashboard to an Excel workbook, including both Pivot charts and images of cluster visualizations. After the export completes, a mock-up of the Dashboard displays on the Full Dashboard worksheet in the generated Excel file. Users can modify individual Pivot chart data on the corresponding worksheet tab per their needs using Excel's native Chart functionality. The Full Dashboard worksheet charts are automatically updated to illustrate any modified data points. This functionality seamlessly integrates the Dashboard charts with other data that users may want to report on.
1/7/2017 Resolved Defects Environment Administration & Operations Production Groups with the secure workspace permissions can see the Add/Remove Groups button. They can only add or remove groups if they also have add and delete permission. Copying permissions to a group now correctly copies the relevant workspace permissions to it.
1/7/2017 Resolved Defects Analytics Production In Firefox, the tooltips for email thread visualization now appear in the appropriate location when hovering over a node.
1/7/2017 Resolved Defects Processing Production Relativity Processing no longer expands log files during discovery.
1/7/2017 Enhancement Analytics Production When mass editing from the email thread visualization, numbers appear over emails to indicate the total number of documents selected. This number includes email, attachments, and duplicate spares.
1/7/2017 Enhancement Analytics Production The email thread visualization tooltip no longer appears when in selection mode. This enhancement prevents the tooltip from blocking documents that the user wants to select.
1/7/2017 Resolved Defects Processing Production Invariant no longer deletes licenses from the workers and worker manager upon upgrades.
1/7/2017 Enhancement Analytics Production An indentation axis now appears at the top of the email thread visualization. It indicates the indentation value of each email that is visualized.
1/7/2017 Resolved Defects Review Production If a user has been deleted since a summary report has been recently saved, the user included in that saved summary report appears with the delete user's Artifact Id.
1/7/2017 Enhancement Processing Production The Relativity Processing Console now supports user authentication.
1/7/2017 Enhancement Data Transfer Production The new Time Zone combo box has been added to the new and edit Integration Point wizard in the Scheduling section. This combo box is populated by Windows time zones available on the server. When a new integration point is created, the default time zone is selected based on the client operating system settings. The time zone detection functionality has following limitations:
  • For time zones that have been recently changed (such as by new regulations), the default time zone can't be selected. The user must manually select time zone from the list.
  • The minimum versions of supported browsers include IE v.11, Edge v.14, Chrome, Safari v.10, and Opera v.41. In other browsers, the default time zone may be inaccurate. For example, if the client is in the Warsaw time zone, the default time zone may be set to "(UTC+01:00) Brussels, Copenhagen, Madrid, Paris".

When the user edits an integration point, the time zone is the same one that was used when it was created. Independently of the time change related to daylight savings time, the next launch takes place at the scheduled time in the selected time zone. On Integration Point Summary page, the Scheduled Time is displayed with the selected time zone. It is not converted to the UTC zone.

For backwards compatibility with existing integration points, the next scheduled runtime calculation is based on the server time zone. On the Integration Point Summary page, a server time zone and scheduled time is converted to the server time zone. To change the time zone, the user must edit the integration point.
1/7/2017 Resolved Defects Analytics Production In Firefox, the email thread visualization now opens with the current email fully displayed.
1/7/2017 Enhancement Data Transfer Production In Relativity Integration Points, the text for Destination Object label on first custom page has been changed to Transferred Object. All RDO types are listed in Transferred Object combo box for the export to load file. A user can export to a load file. The text and file type field on natives for each RDO type are defined in Relativity.
1/7/2017 Resolved Defects Processing Production To support multiple queue managers, the queue manager credentials have been moved from the AppSettings table. In the AppSettings table, there was only one entry regardless of the number of queue managers installed to the registry. These values were machine specific and they didn't overwrite each other as queue managers were installed or upgraded.
1/7/2017 Enhancement Analytics Production The logging for Structured Analytics sets now covers creation, running jobs, and communications to the Analytics engine. Logs are captured at the error, debug, warning, and verbose levels. These logs are captured per the logging configuration in the EDDSLogging database.
1/7/2017 Resolved Defects Analytics Production Email thread visualization now indicates that field overlay is loading when the load time is longer than expected.
1/7/2017 Enhancement Review Production The new list filter provides users with the ability to select from a list of values within the fixed length text fields. This enhancement creates parity with the classic UI framework.
1/7/2017 Enhancement Analytics Production Email thread visualization now shows the email action of each email message.
1/7/2017 Resolved Defects Processing Production Relativity Processing no longer errors when publishing an unsupported file type with a long file extension.
1/7/2017 Resolved Defects Review Production The international date and time format is now supported for Date Fields in the List View.
1/7/2017 Resolved Defects Analytics Production The Analytics servers that become inactive for some reason now become automatically activated by the Server Manager agent once the service is restored.
1/7/2017 Enhancement Environment Administration & Operations Production Telemetry now alerts the user when billing metrics weren't sent and it begins a lockout timer. If the issue persists for seven continuous days, Relativity access is denied to users and only system admins can access the system. This logic is the same logic as that currently used by the Case Statistics Manager.
1/7/2017 Resolved Defects Processing Production Relativity now checks for any out of memory errors during conversion. It retries the task several times when it fails with delays between each retry to account for any possible slowness in the file share.
1/7/2017 Resolved Defects Review Production Relativity now checks to make sure that a file exists before attempting to make a copy during imaging.
1/7/2017 Resolved Defects Environment Administration &a