What's new in RelativityOne

RelativityOne - September 30, 2017

Audit

The following enhancements were made to Audit:

• System admins can view workspace audits at the instance level.
• You can now export instance-level audits.
• You can now revert an audit.

For more information, see Audit.

Analytics

The following enhancements were made to structured analytics sets:

• Upon upgrade, email threading and textual near duplicate results are written to new results fields that are only created upon running a structured analytics set. Now, you can use the Copy to Legacy Document Fields button to copy the contents of the newly created fields back to the existing document fields. This ensures that anything referencing the legacy fielded data, such as views and saved searches, continues to work with the new results.
• When creating a structured analytics set for email threading, you can now select the language used to identify email headers. Currently only English and French email headers are supported.

For more information, see Structured Analytics.

Billing statistics - case rollup

The following fields were added to the Billing statistics - case rollup script.

Column	Definition
CurrentFileCount	Current day's data for FileCount.
CurrentFileSize	Current day's data for FileSize.
CurrentBillableFileSize	Current day's data for BillableFileSize.
CurrentNativeFileSize	Current day's data for NativeFileSize.
CurrentImageFileSize	Current day's data for ImageFileSize.
CurrentProductionFileSize	Current day's data for ProductionFileSize.
CurrentDocumentCountTextOnly	Current day's data for DocumentCountTextOnly.
CurrentDataGridFileSize	Current day's data for DataGridFileSize.

For more information, see Billing statistics - case rollup.

Case Metrics

The following enhancements were made to Case Metrics:

• You must now use a 2-character minimum type-ahead to locate filter options.
• You can now access results in three tabs instead two, with workspace average and workspace standard deviation now having its own tab.
• On export of the report, you now have the option to select a single tab of results, as opposed to only the option for all tabs at the same time.
• When exporting results for multiple tabs, each tab's results are added to their own Excel/CSV sheets. 

Data Grid

The following enhancements were made to the Text Migration application:

• You can now monitor the progress of the Text Migration application using the new Migration Progress tab under the Data Grid parent tab. The Migration Progress tab contains a list of workspaces and the remaining number of un-migrated documents.
• You can now run the Text Migration application multiple times for a single workspace.

For more information, see Data Grid Text Migration application.

Document Viewer

A new default instance setting called HideDownloadNativeFileRadioButton disables the native file radio button in the document viewer toolbar. Click the file icon next to the document identifier in the viewer to download the native file to your device (given appropriate permissions).

(Click to expand)

The following enhancements now appear in the HTML5 viewer:

• Improved mail attachment styling with an icon in web view.

  (Click to expand)

  

• Excel formulas are small blue tick marks in the lower left corner of each cell. Formulas also display in the preview row above the spreadsheet within the viewer.

  (Click to expand)

  

• Power Point speaker notes and comments

  (Click to expand)

  

• Notifications display when the following items are found in the document:
  • Hidden slides
  • Hidden rows
  • Hidden columns
  • Speaker notes
  • Comments
  • Tracked Changes

  (Click to expand)

  

ECA and Investigation

The Promote to Review view now includes the Size and Overwrite fields, which display the size of the files you've promoted to the destination workspace and the overwrite setting you selected for the integration point you used to promote the files, respectively.

For more information, see Working with the ECA Dashboard.

Fact Manager

You now have the ability to do the following:

• Add time to dates when creating facts.
• Export the Fact Manager offline report with the UK date formatting.

For more information, see Fact Manager.

Integration Points

• When selecting a saved search as your integration point source, you can now see a folder tree view of all saved searches in the source workspace. For more information on, see Promoting Data with Integration Points.

• When creating an integration point based on a profile, if you change the saved search, folder, or production set on the Setup layout, the fields listed in the Selected Fields window below are not updated to reflect the new source that you selected. If you're not using a profile to create the integration point, these fields are updated to reflect the newly selected source. For more information, see Exporting Data through Integration Points.

Mobile 1.6.0

The following updates are new in Relativity's mobile app:

• The unified experience with Relativity has expanded to iPhones. For more information, see Relativity’s mobile experience. For more information, see Relativity's mobile experience.

  

• All field types are now supported when filtering in the document list. The list of supported field types now include single/multi-choice, single/multi-object, date/time, yes/no, and user field types. For more information, see Navigation.

  

• Search the browser tree feature to quickly access a saved search or saved search folder. Mobile users can type a name, or partial name, of a saved search or saved search folder to run a specific saved search or view saved searches in a folder. For more information, see Navigation.

New UI Enhancements

For Index Search, the new UI displays links to run or clear the search, and icons for search indexes appear on the left side of the search box.

Other changes to the UI help you accomplish the following:

• Perform index searching in a simple search box along the top of all item lists that support Index Search.
• Enable or disable sub-charts in pivots.

  

• Link a dashboard to a saved search.

  

For more information, see Creating or editing a saved search or Running Pivot reports in the new UI framework.

Production Sets

When creating a new Production Set, a new Placheholder Image Format field will appear. The field will default to TIFF format, but you can choose JPEG from the drop-down menu. For more information, see Production Sets.

Relativity Desktop Client performance improvements

We have significantly improved the performance of the RDC by integrating it with the Relativity Transfer API. The Transfer API queries the target Relativity workspace and, depending on how it is set up, automatically selects an optimal transfer mode: Aspera, direct, or web. Import jobs are now faster, and we have provided additional configuration properties to allow you more control of the import and export process. For more information, see Relativity Desktop Client and Configuring the RDC.

Review Manager

As of the October 2017 RelativityOne release, Review Manager will no longer be supported. The latest version of Review Manager is 9.3.0.67 and there will be no upgrades beyond 9.3.0.67. We encourage you to download Case Metrics, which is very similar to Review Manager. If you'd like to learn more about Case Metrics, see Case Metrics.

If you have any questions, please reach out to PM@relativity.com.

Workspace templates

You can now use the RelativityOne Quick Start template to customize your RelativityOne workspace for standard document review. This template is designed to minimize the manual efforts associated with new workspace customizations, and it provides the Processing application with processing metadata fields mapped, custom applications, search indexes, and the Extracted Text field set to Data Grid.

The Base template is also available for selection when you're creating a workspace. This template is more simplified than the RelativityOne Quick Start template in that it doesn't include the following applications: Processing, Analytics, Integration Points, Assisted Review, or Set Long text Field Size.

Note the following details:

• The RelativityOne Quick Start template is available for initial installations only.
• The Relativity Starter and New Case templates are no longer available in RelativityOne.

For details, see RelativityOne Quick Start template.

RelativityOne - September 2, 2017

Audit

Upon upgrade, the Audit application is now available at the instance level to report on admin-level audits. You can build custom widgets and design dashboards by utilizing the same Group By and Pivot On functionality available in workspace audits. You can also configure the Data Grid Deletion Agent to delete instance level audits that were successfully migrated from SQL to Data Grid.

You must have Elasticsearch installed and configured to use the Audit tab. If you don't have Elasticsearch installed, you can hide this tab.

For more information, see Audit.

Auto-disabling users

You can now auto-disable users on a specified date in the future:

This feature can be used when managing contract reviewer access to Relativity. For more information, see Auto-disable users

Billing statistics - case rollup

There are three new fields were added to the billing statistics - case rollup script. These fields are the separate components of the peak Total Billable File Size field.

Column	Definition
Image File Size	The peak size of images in the workspace.
Native File Size	The peak size of native files in the workspace.
Production File Size	The peak size of production files in the workspace.

For more information, see Billing statistics - case rollup.

Customizing locked applications

We have made these enhancements to give you more flexibility when working with locked applications:

• Relativity now displays a user-friendly alert when you open views and layouts in a locked application.
• You can use the Copy mass operation to copy views and layouts in a locked application. The copied views and layout are identical to the original and can be customized.

  

• During an upgrade, the copied views and layouts are not overridden by the latest version.
• You can now set a tab in a locked application as the default tab for the workspace without unlocking the application.

For more information, see Customizing locked applications.

Data Grid

The September 27, 2017 release contains the following Data Grid updates:

New workspaces created from default Relativity templates now have text automatically stored in Data Grid. For more information, see Relativity Data Grid.

You can now install the Data Grid Text Migration application to a Data Grid-enabled workspace even if no fields are enabled for Data Grid.

Database context change to RelativityScriptUser

We have changed the database context used by agents, event handlers, and scripts to RelativityScriptUser. As a result, you must update any secondary databases created by direct SQL access from Relativity extensibility points by running the ResolveOrphanedUsers stored procedure:

--TO update the database with default "EDDSDBO" schemas for EDDSDBO and RelativityScriptUser
DECLARE @databaseName sysname SELECT @databaseName = 'MySecondaryDatabase'
 
EXECUTE [dbo].[ResolveOrphanedUsers]
   @databaseName
GO 
 
--TO update the database with default "dbo" schemas for EDDSDBO and RelativityScriptUser
DECLARE @databaseName sysname SELECT @databaseName = 'MySecondaryDatabase'
DECLARE @defaultSchema sysname SELECT @defaultSchema = 'dbo'
 
EXECUTE [dbo].[ResolveOrphanedUsers]
   @databaseName
  ,@defaultSchema
GO

OCR Profiles Tab

The OCR Profile is now broken up into two categories: OCR Profile Information and Other. Previously, users filled in required fields on the same tab, but in different sections on the layout.

Please see OCR for more information.

Processing

The confirmation messages provided when you click Publish Files and Discover Files on the Processing Set console have been updated to be more clear and direct. These messages were previously labeled Continue and provided Yes and No buttons. They now specify the processing job that you're about submit, as well as the option to Cancel submission of that job. In addition, when no fields within a workspace have been mapped to a source, publishing pop-ups on the Processing Set now display a warning explicitly stating that limited or no metadata will be populated upon publish.For more information, see Publishing files.

Relativity Desktop Client (RDC)

The following enhancements were made to the RDC:

RDC OAuth2 client

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. After the token expires, you must log in to the RDC again. For more information, see Relativity Desktop Client.

Split login screen

The RDC now uses a new split login screen. It displays separate screens for the username and password for additional security. The RDC now uses the same authentication methods as Relativity, except for SAML. For more information, see Relativity Desktop Client.

Performance improvements

We have significantly improved the performance of the RDC by integrating it with the Relativity Transfer API. The Transfer API queries the target Relativity workspace and, depending on how it is set up, automatically selects an optimal transfer mode: Aspera, direct, or web. Import jobs are now faster, and we have provided additional configuration properties to allow you more control of the import and export process. For more information, see Relativity Desktop Client and Configuring the RDC.

Relativity Integration Points

Integration Points contains the following updates:

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. For more information, see Importing data through Integration Points.

The folder tree on the Location field of the Connect to Source layout is now ordered alpha-numerically instead of by Artifact ID. For more information, see Exporting data through Integration Points.

(Click to expand)

System requirements

Beginning August 31, Relativity and RelativityOne will no longer support Internet Explorer 10, which is also no longer supported by Microsoft. This change will help us continue to modernize the software and deliver more great features. We will continue to support Internet Explorer 11. Please upgrade to a compatible version of IE 11. See Compatibility in RelativityOne

RelativityOne - July 29, 2017

Applications upgrade process enhancements

We have enhanced the application upgrade process to purge assembly resource files (DLLs) no longer associated to the newer application version. This also removes agent types, event handlers, and application services associated with the application objects. For more information, see Application resource file purge.

Collection

There is a new wizard with an easy-to-navigate workflow enhancing the Scout and Collection setup. The new launcher is configured to launch via a custom protocol handler that eliminates complicated launch pages. For more information, see Projects tab.

Data Grid for Audit

The Data Grid for Audit tab is now called the Audit tab. The following enhancements were also new to Data Grid for Audit:

• You can use quick nav to navigate to the new Audit tab.
• The Audit Workspace Settings tab is now under the Workspace Admin tab.
• The Data Grid for Audit Admin tab is now called the Audit Migration Reports tab. This tab is now under the Workspace Admin tab.
• The History tab is hidden by default when Data Grid for Audit is installed. You can configure this using the HistoryTabVisibleUponUpgrade setting on the Audit Workspace Settings tab.
• You can now click to view Audit details in a modal.
• When you delete a workspace that was storing audits in Elasticsearch, Relativity now deletes the Audit index from Elasticsearch.

For more information, see Data Grid for Audit.

Email header in HTML5 Viewer

The email header in the HTML5 viewer was updated to modernize the user interface and improve the user experience. The following enhancements are new to the header in the HTML5 viewer:

• File attachments appear with their appropriate icons.
• You can collapse email lists by clicking the arrow icon next to the From field.
• Email text wraps to the size of the viewer window.
• You can open and close recipient email addresses in the header.

(Click to expand)

For documents longer than one page, the email header compresses and remains as a static item as you scroll down the page. The Email Subject and Sent fields persist during downward scrolling, and expands again when you reach the top of the page or place the cursor over the title header at any point when it is compressed.

(Click to expand)

For more information, see the Viewer.

Fact Manager

There is a new version of Fact Manager available for download on the Relativity Community.

For more information, see Fact Manager.

Legal Hold

Legal Hold has two new features this month that include acknowledging a legal hold notice inside an email and the ability to CC escalation recipients:

• Relativity Legal Hold now has a convenient way for custodians to quickly acknowledge a hold without having to go to the portal, simply by clicking a link in the hold notice email. The link brings up a simple acknowledgement page. We’ve introduced a new communication template, Acknowledge in Email, and an optional a merge field that inserts an acknowledgement link. For more information, see Projects tab.
• You can customize recipients and add as many recipients as you would like with the Recipient CC functionality in the Escalations section of Communications. This functionality sends the selected custodians the same escalation email without having to create separate communications. For more information, see Projects tab.

Mobile 1.5.0

Relativity’s mobile app now supports storing search terms, stemming, and fuzziness properties on index searches. After creating a search, the search properties will be saved to a search index card to be updated or used later. For more information, see Searching.

New UI Enhancements

You can now enable filtering of saved searches by the Created By, Created On, Last Modified By, Last Modified On, Owner, Keywords, and Notes fields.

For more information, see Saved search.

Processing

• Relativity now saves the processing data source with <Custodian Last Name>, <Custodian First Name> - < Artifact ID> populated for the Name field, if you leave this field blank when creating the data source. Previously, this field only displayed the artifact ID if it was left blank. This is useful when you need to identify errors per data source on an error dashboard, as those data sources otherwise wouldn't display a custodian name. For more information, see Adding a data source.

(Click to expand)



• Publish is no longer a single long-running process and is now instead a distributed process that is broken up into separate jobs, which leads to more stability by removing this single point of failure and allowing the distribution of work across multiple workers. These changes enable publish to operate more consistently like the other processing job types in the worker manager server, where batches of data are processed for a specific amount of time before completing each transactional job and moving on. The following enhancements and behavior changes have been made throughout Relativity to support distributed publish:
  • When you publish data, Relativity provides more detailed status values in the Status field on the Processing Data Source view. For more information, see Adding a data source.
    • If the DeDuplication method is set to Global or Custodial, you’ll see any of the following additional statuses:
      
      
      • Deduped Metadata Overlay - deduped metadata is being overlaid onto the master documents in Relativity.
      • DeDuplication and Document ID Generation - the master and duplicate documents are being identified, and the document ID number is being generated for every document.
      • Publishing Documents - documents are being published into the workspace.
    • If the Deduplication method is set to None, you’ll see any of the following additional statuses:
      
      
      • Document ID Generation - document ID numbers are being generated for every document.
      • Deduped Metadata Overlay - deduped metadata is being overlaid onto the master documents in Relativity.
  • If you have multiple data sources attached to a single processing set, Relativity starts the second source as soon as the first set reaches the DeDuplication and Document ID generation stage. Previously, Relativity waited until the entire source was published before starting the next one. For more information, see Adding a data source.
  • The Publish Batch ID field is available to add to a processing error view; it provides an identifier for the batch of documents that received a job-level error during publish. For more information, see Processing errors.

  

  • Since publish includes the three distinct steps of deduplication document ID creation, master document publish, and overlaying deduplication metadata, it’s possible for multiple processing sets to be publishing at the same time in the same workspace. For more information, see Publishing files.
  • When you publish multiple sets with global deduplication, dependencies are put in place across the sets to ensure correct deduplication results. Because of this, cancel behavior for publish has been adjusted in the following ways:
    • If you need to cancel three different processing sets that are all set to global or custodial deduplication, you must do so in the reverse order in which you started those publish jobs; in other words, if you started them 1-2-3 order, you must cancel them in 3-2-1 order.
    • When Global deduplication is set, cancel is available on all processing sets in which the DeDuplication and Document ID generation phase has not yet completed. Once the DeDuplication and Document ID generation phase is complete for all data sources on the set and there are other processing sets in the workspace that are also set to be deduped, the cancel button is disabled on the processing set.

    For more information, see Canceling publish.

RelativityOne - July 1, 2017

Deprecated DBMT

The DBMT has been deprecated as of Relativity 9.5.219.30. You can now use the ARM application to archive, restore, and move Relativity workspaces. In addition, you can use this application to convert a DBMT archive into an ARM archive. For more information, see ARM.

Dial visualization

To help you better understand your data, Relativity Analytics now offers the dial visualization in parallel with the existing circle pack and nearby cluster visualizations. The dial enables you to view clusters across all cluster depth levels. Each shaded section within the dial represents clusters that exist and its subclusters. You can overlay coding data to see where the coding values are concentrated within the displayed clusters and subclusters or drill into the subcluster you want to investigate. As with the other visualizations, you can then select one or more sections of the dial to filter on just the documents that are conceptually important to you.

Furthermore, you can combine the cluster visualization widget showing the dial with other pivot widgets to create dashboards or export the widget to an image file or Excel document. See Dial visualization (beta).

(Click to expand)

The cluster dial is available to everyone in this release, but this feature is still in beta. If you have ideas on how we can improve this new feature, we encourage you to submit your ideas to the Relativity Community.

Integration Points

When creating an integration point, you can now create a new production set and add it to the destination workspace from the source workspace. You can do this from the new Create Production Set window, which you can access via the Production Set choice in the Location field on the Destination category on the Connect to Source layout. For details, see Promoting data with Integration Points.

(Click to expand)

File transfer app

The File Transfer Client now uses Single Sign-On (SSO) workflow. Users are no longer required to provide Client Id and Client Secret values or have Relativity system admin permissions in order to install the File Transfer Client.

See Installing the File Transfer Client for more information.

Legal Hold

The custodian manager field is now available directly to the right of the existing Company column in the following custodian picker dialogues:

• Assign
• Change Role
• Release
• Remove
• Select from All
• Select from Unsent
• Remind
• Escalate
• Acknowledge on Behalf

For added security, Legal Hold creates a new client domain administrative group, Legal Hold Security Admin group, upon installing Legal Hold into a workspace. For more information, see Installing Legal Hold.

Library scripts

The Billing statistics - case rollup script contains a new column, Data Grid File Size. This column calculates the sum of all files stored in Data Grid per workspace. For more information, see Billing statistics - case rollup.

Mobile 1.4.0

The following updates are new in Relativity's mobile app:

• Relativity's mobile app can now use dtSearch indexes on the move. Build the dtSearch index on a desktop instance and begin to use it immediately on your iPad.
• You can now perform an in-document keyword search to find and highlight keywords or phrases you deem important to your case.
• Airwatch support is now available in Relativity's mobile app, letting any administrator take full advantage of its mobile device management and security features like remote device wiping, troubleshooting, and controlling access to functionality, such as cut and paste.

For more information, see Mobile.

Processing

• The single file upload for processing errors functionality is now securable in the workspace security console. Specifically, the Error Actions console is hidden from the error layout if the new option to Download and upload files with processing errors is not checked for the Processing Error object in the workspace security console. For more information, see Single file upload for processing errors.

(Click to expand)



• When you use single file upload for processing errors, Relativity now audits your actions, which you can view via the View Audit button on the processing error layout. When you open the audit view, you can see the new File Download and File Upload actions, along with the processing error file download and replacement paths. Note that the File Download and File Upload values are also now available in the History tab. For more information, see Single file upload for processing errors.

Relativity Desktop Client

The Relativity Desktop Client (RDC) now provides you the option of using the Aspera file transfer mode to quickly upload documents to cloud instances. Note that the new Aspera mode is specifically designed for users of Relativity One, that it is configured at the server and RDC config file level, and that there are no new settings in the UI to accompany this. For technical details, see Setting up Aspera mode.

Note: The option to change the default repository path when importing through the RDC is unavailable when Aspera mode is enabled.

Single File Upload

Admins now have the ability to install Single File Upload at the workspace level instead of only at the instance level.

RelativityOne - June 3, 2017

ActiveX viewer

Beginning June 3, 2017, you must install Microsoft .NET 4.6.2 on all of the machines that need access to the ActiveX viewer. You must also install the new ActiveX viewer installation kit, which includes the Visual C++ 2015 redistributable, from the Workspace Details tab. You can't use the June 3, 2017 viewer with earlier versions of Relativity. Also, earlier versions of the ActiveX viewer aren't compatible with RelativityOne.For more information, see Legacy viewer installation.

Note: If you have a client machine that accesses multiple instances of Relativity that require different versions of the ActiveX viewer, the corresponding ActiveX viewers must be installed. To ensure proper viewer functionality, you must close their browsers before they switch from one version to the next.

Analytics

Email thread visualization

The following enhancements have been made to email thread visualization:

• The email thread visualization tooltip now displays coding information for attachments and duplicate spares of the displayed emails. See Using the email icon tooltip window (hover)
• A red exclamation icon now displays on emails when there is a coding conflict due to a coding mismatch between the email and its attachments or duplicate spares (when coding highlighting is turned on).
• The new Email Thread Visualization Admin Operations security permission was added to more precisely control access to the email thread visualization feature. Users must belong to groups with this new permission in addition to View security permissions for the Email Action, Email Thread Group, Email Author Date ID, Inclusive Email, Email Thread Hash, Email Duplicate Spare, and Email Threading Display fields to use the email thread visualization.

See Email thread visualization

Multiple structured analytics set results

Previously, you could only store one set of Structured Analytics results, which limited your ability to run structured analytics operations multiple times on different sets of data or at different settings without a lot of manual work to archive the previous results. Now, Relativity allows you to easily store the results for multiple structured analytics sets and set up views that capture the email threading or repeated content identification results of those operations.

In addition, you can use the email thread visualization pane to visualize the email thread that was created from different email threading structured analytics operations by selecting the Structured Analytics Set from the drop-down in the Display panel.

See Selecting a different structured analytics set .

Simplified Analytics index setup

Analytics index setup has been simplified in the following ways:

• Analytics indexes are now Relativity Dynamic Objects (RDO) and are accessible on the Analytics Indexes tab under Indexing & Analytics. Analytics Index RDOs can now easily be copied and used to set up new Analytics indexes. This replaces the need for the Analytics Profile.
• The Analytics profile is no longer used to build Analytics indexes and the Analytics Index layout has been updated to include fields from the Analytics profile, as well as the ability to link Repeated Content Filters. The Enable Queries and Activate buttons have been combined into a single Activate button. The Disable Queries button and the Deactivate button have also been combined into a single Deactivate button.
• Go Words and OCR filters have been deprecated. If an index was previously built with these options, the options will be disabled on the next population.

(click to expand)

See Analytics indexes.

Data Grid

• Lucene search is supported but disabled by default. If you want to use Lucene search, contact kCura Support.
• When you delete a workspace that was using Lucene Search, Data Grid now deletes the Elasticsearch index linked to by the workspace.

For more information, see Relativity Data Grid.

Data Grid for Audit

The Home tab on the Data Grid for Audit application is now integrated with the new Relativity UI. Users can build custom widgets and design dashboards to meet workflow needs by utilizing the same Group By and Pivot On functionality available in Relativity. The following functionality is also available:

• Searching on Field, Old Value, and New Value columns in list view.
• Creating and customizing views on the Home tab.
• Applying filters and conditions to sort through audit records.
• Exporting audit data from list views and widgets.

For more information, see Data Grid for Audit.

Legal Hold

You can now set a custodian’s interaction level to Redirect, which redirects all communications and portal links to a selected Redirect Recipient, which can be any other custodian whose interaction level is set to Full. Redirect Recipients can also acknowledge on behalf of the custodian that is set to Redirect. For more information on each custodian interaction level, see Creating and editing a custodian

When you set a custodian's interaction level to None, that custodian is not able to receive an updated portal link and does not appear on the Communication Summary report or the Open tasks report, and displays a value of N/A in the Responded field of the Custodian report.

Library scripts

Beginning June 3, 2017, the Set extracted text size script is no longer available in the Relativity Script Library. If you have this script installed in a workspace, it is removed upon upgrade. You can use the Set long text size mass operation in place of this script. For more information, see Set long text size.

Mobile 1.3.0

Administrators can now disable access from Relativity's mobile app to individual Workspaces by Permission Group.

PreLoad Event Handlers are now supported in the mobile application.

New UI Enhancements

• Relativity now provides Stemming and Fuzziness settings for an index search in the filter panel search and in the saved search conditions. For details, see Running a dtSearch.

  

• Users can now link or unlink a Relativity Application to a saved search. For details, see Creating or editing a saved search.
  (Click to expand)

Integration Points

• You can now push images from a selected production set in your source workspace into another production set in the destination workspace. You can also now push images from a selected production set in your source workspace and store them as original images in the destination workspace. You can do this by configuring the new Production Set field on the Connect to Source layout of the integration point you're creating. For details, see Promoting data with Integration Points.
  
(Click to expand)

• You now have the option to create a saved search in your destination workspace with search conditions based on the Source Workspace Name and Job to quickly locate the documents pushed through that integration point. You can do this by configuring the new Create Saved Search field on the Connect to Source layout of the integration point you're creating. For details, see Promoting data with Integration Points.
  (Click to expand)
  
• The Connect to Source layout of the integration point no longer displays the Relativity Instance field if there are no Federated Instances defined in the environment. For details, see Promoting data with Integration Points.
• The ECA application has been simplified to no longer include fields, views, layouts, or choices. This prevents the conflicts that you previously encountered when you wanted to edit any locked application components. As a result, you can now more easily use the ECA application with your ECA or custom template.

File transfer app

You can now retry transfers that fail due to errors or the connection going down and pick up the transfer where you left off. See Retrying an upload or Retrying a download for more information.

Processing

• The All Custodians and All Paths/Locations fields are now always populated when you map them, even if no duplicates exist for the document that was published in the workspace. Previously, these fields were only populated for documents with duplicates. For more information, see Mapping processing fields.

(Click to expand)



• If there is only one Processing Profile in your workspace, that profile is now the default value for the Processing Profile field on the Processing Set layout. See Creating a processing set.
• When publishing documents to a workspace with Relativity Processing, you have the option of using the Single File Upload feature to address document-level processing errors on an individual basis. For more information, see Single file upload for processing errors.

(Click to expand)

Relativity Desktop Client

You must upgrade to Microsoft .NET 4.6.2 and Microsoft Visual C++ 2015 Redistributable to install the latest version of RDC. For more information, see Using the RDC installer.

RelativityOne - April 29, 2017

Choices

The following enhancements were added to the Choices tab:

• You can return to the original sorting order by clicking on the sort button 3 times.
• You can now set a parent to a choice by the Parent field on the choice's options.
• For more information, see Choices.

Collection

Collection now includes a Microsoft OneDrive plugin. This OneDrive plugin allows for an admin-level or custodain-level account to be impersonated by an admin to collect documents from OneDrive for Business accounts. For more information, see Collections tab.

Integration Points

You can now use Integration Points to transfer produced images to another workspace and store them as original images. You can do this through the Production Precedence field on the Map Fields layout. For details, see Promoting data through Integration Points.

(Click to expand)

When creating an integration point, you can now specify whether you want the folder path information to read directly from the folder tree in the Documents tab or from a metadata field. For details, see Promoting data through Integration Points.

You can now use Integration Points to transfer produced images to another workspace and store them in an existing production set. You can do this through the new Destination Production Set field on the Connect to Source layout. For details, see Promoting data through Integration Points.

(Click to expand)

The Integration Point Details layout now includes the Total of Documents and Total of Images fields, which display the total number of documents being transferred and the total size of the images being transferred in MB or GB, depending on the Document File Size value.

(Click to expand)

You now have the option of creating an export folder at the top of the Destination Folder location automatically every time you run a job with the parameters of [JobName]_[RunTimeStampUTC]. You can do this through the new Create Export Folder field on the Destination Information layout of the integration point. For details, see Exporting data through Integration Points.

Fact Manager

The following improvements were added to Fact Manager:

• Removing an Outline tag removes the object created on the outline.
• Outline tags within tags are automatically linked to each other.
• Tracking history of Outline files exported, user, and export date.

  

• On Outline export, clicking hyperlinks in Outline opens documents from a zip file.
• Highlighting text in Outlines links directly to documents.

  

See Fact Manager Outlines.

File Transfer App

A grid with the selected items and folders now appears when you view a running transfer job to offer increased clarity.

See File Transfer App.

Mobile 1.2.0

Relativity's mobile app now has document skip and propagation enabled, creating a more efficient way to code documents while using a mobile device. For more information, see Coding documents.

New UI enhancements

• Relativity makes use of the new UI framework and now provides an easier and more streamlined interface for examining and editing Views.

  (Click to expand)

  

Processing

The processing set layout now includes the Status and Percent Complete fields for better visibility into the progress of each data source on to the set. For details, see Processing Data Source view.

(Click to expand)

The Processing Error Layout now includes a tab structure and reconfigured categories for better visibility. For details, see Reading individual errors in Relativity One.

(Click to expand)

The Processing Errors view now includes dashboards to help you identify and prioritize errors. For details, see Error dashboards.

(Click to expand)

The Processing Profile Layout has been reconfigured to include more intuitive categories and field groupings. For details, see Creating or editing a processing profile in Relativity One.

(Click to expand)

Saved search

• The All option in the Saved Searches browser was added to mass operations to let users select all searches easily.
• Relativity now lets you export saved searches to files (Excel, CSV, etc. ) using the mass actions on the Saved Search browser panel.

See Performing mass operations on saved searches.

Single File Upload

With this new feature, you can directly upload documents to Relativity without using the Relativity Desktop Client.

For more information, see Single File Upload.

RelativityOne - April 1, 2017

Analytics

Improved Structured Analytics setup

Structured Analytics setup has been enhanced in the following ways:

• The Group ID field has been removed from the Analytics profile console and the Parent Document ID field is now a required field. See Email threading fields.
• Email threading setup for a Structured Analytics set no longer requires the Identify parent emails in document set search (parent emails will be auto-detected). See Analytics profiles.

This minimizes the required setup work and enables Structured Analytics reporting for attachments to be consistent with the threading results because both now use the Parent Document ID (formerly Group ID was used for reports and Parent Document ID was used for email threading).

Batch sets

You now have the option of pre-converting documents in a batch set. To pre-convert documents, set the Pre-convert Documents field to Yes. For more information, see Batches.

Browser UI enhancements

The following minor user interface improvements were added to Document list browsers:

• A Refresh button ( ) was added to the Cluster browser. Refresh reloads the clusters in your browser manually .
• When dragging and dropping folders under different parent folders in the Folder browser or Saved Search browser, Relativity now keeps the tree grayed out which removes the ability for the user to click on other folders before the initial folder move is complete.

Dashboards

You can now export dashboards as part of a Relativity application. If a dashboard is part of a locked application, the option to edit or delete the dashboard is unavailable.

For more information, see Dashboards.

Data Grid

Note: This functionality is available as a preview release only and recommended for RelativityOne test environments. Note that it will continue to undergo contract changes and further enhancements.

Data Grid currently uses Elasticsearch to store and search text data and audit data. Beginning April 1, 2017, Data Grid will use a new component, a file system, to store text. Now, you have the option to store text in Data Grid without the need for Elasticsearch, including documents greater than 100MB. In this release, Lucene search on text stored in the file system is unavailable. Other Relativity functionality is still supported including import and export, viewer, preview, OCR, dtSearch indexing, Processing, and Analytics.

Note: Elasticsearch is still required to store and search audits in Data Grid.

For more information, see Relativity Data Grid.

Integration Points

The following changes were made to the ECA and Investigation workflow:

• Use the new Include in ECA Promote List field on the integration points setup layout to determine whether or not the integration point you're creating is available for selection in the list of destinations when you click Promote on the ECA Dashboard. For more information, see Promoting data with Integration Points.
  (Click to expand)

• The field names in the Source and Destination columns on the field mapping layout of the integration point now include the type of each field listed, which you can use as reference points when mapping your fields. For more information, see Promoting data with Integration Points.
  (Click to expand)



• With the new Copy Images field on the field mapping of the integration point layout, you can now copy images while syncing data between the source and destination workspaces. For more information, see Promoting data with Integration Points.
  (Click to expand)



• Integration Points now cross-references documents in the source and destination workspaces by including the instance name on both the source and destination case objects. In addition, the friendly name of "This Instance" now appears on the Integration Point Details and Destination Workspace layouts.



• When importing data with Integration Points, you can now select a specific folder within the destination workspace into which you'd like to import your documents. You'll do this through a new required field on the Integration Points setup layout called Workspace Destination Folder. For more information, see Importing data through Integration Points.



• When importing data with Integration Points, you can now download an error file from the Transfer Options console on an integration point that encountered errors during import. This gives you the option of resolving those errors in the file and then re-importing that file through a new integration point. For more information, see Importing data through Integration Points.



• You can now edit field names before exporting data by using the Rename Field option on the Source Information layout of the integration point. For details, see Exporting data through Integration Points.

Fact Manager

With the changes made to Fact Manager, you now have access to the following enhancements:

• Filtering for dates on inline lists using a date range filter.

  

• Navigation between next and previous when viewing Facts.

  

• Tabbed display for object information in layout groups.

  

• Auto-linking documents that are tied to objects to an outline.
• Uploading files from a desktop to objects without having to import the files into Relativity via the RDC or Web Import.
• Exporting linked documents along with the Outline text in a zip file.

  

  

File Transfer Application

You now have the ability to create new folders prior to initiating uploads. This allows you to easily identify and locate uploads. See Uploading files .

Production

The new Version field on a production tells you what version of the Production application was used to produce or import the production. For more information, see Production.

Relativity Desktop Client

The Relativity Desktop Client now exports natives, images, productions, and text in two parallel threads. You can now use the ExportThreadCount configuration setting to increase the number of threads for better performance. For more information, see Configuring the RDC.

Workspace portal application

The new Workspace Portal application enables you to view and create workspaces across all your connected Relativity instances—on-premises, on the appliance, or in the cloud. This gives your team quick access to all matters in one place. The workspace portal is compatible with Relativity 9.3 and above.

See Workspace Portal.

RelativityOne - February 25, 2017

Analytics

Using the new enhanced error reporting for Structured Analytics Sets, you can now easily view which documents have been excluded from your set using the Field Tree browser. For each Structured Analytics Set you run, you can click on Included and Excluded tags under the relevant set to view these documents. This is consistent with how reporting works for Analytics Indexes.

See Identifying documents in your structured analytics set.

Data Grid for Audit

The Results widget now includes fields for Field, Old Value, and New Value. For more information, see Data Grid for Audit.

File Transfer App

Several enhancements were made to the File Transfer App:

• Users can now verify that their environment is configured properly for transfers by clicking on a Test Connection hyperlink on the Transfer tab.
• Email notification that detail transfer completion (success or failure) are now supported.
• Client registrations with multiple instances of Relativity are now supported. A user may perform transfers for different Relativity instances from a single workstation.

See File Transfer App.

Integration Points

• To adhere to enhanced security measures, the Import Location field on the Source Information layout is no longer visible when you import a load file, and the root folder of DataTransfer\Import is displayed on the Import Source field by default. For more information, see Importing data through Integration Points.



• The Move Existing Documents field is new on the Map Fields layout of an integration point. This field gives you the option of relocating existing documents when promoting data using Append/Overlay mode, since you may want to upload new documents with their folders but overlay all of them. For more information, see Promoting data with Integration Points.



• The Relativity Instance field is new on the Connect to Source layout. You can use this field to promote data from one workspace to another workspace located in another Relativity instance, specifically a federated instance. For more information, see Promoting data with Integration Points.

Note: The instance-to-instance functionality is available as a preview release only, so that you can evaluate it and provide us with feedback. Note that it will continue to undergo minor contract changes and further enhancements.

(Click to expand)

Rich text editor

• You can now control the vertical space between the lines of text in your document by selecting text and selecting a line-spacing setting from the line-spacing drop down. Supported line spacing settings are 1, 1.5, 2, 2.5, or 3 em.
• Line spacing is left intact when copying and pasting from Microsoft Word. For more information, see Using the rich text editor.

Mass operations

The Set extracted text size mass operation is now called Set long text field size. You can use the set long text field size operation to calculate long text size and save the value in a decimal field for each selected document.

Mobile 1.0.0

Relativity's new mobile app creates a unified experience with all its features so you can view and code documents on the go from an iPad app. You’ll also be able to access views and saved searches from your iPad, code documents via layouts, with all coding decisions reflecting instantly in Relativity.

To download Relativity's mobile apple, visit the Apple iTune's store. For more information about the app, see Mobile documentation.

Relativity Desktop Client

• When running a command line import to a RelativityOne environment, -r and -l are no longer allowed. For more information, see Command line import.
• When importing through the RDC, RelativityOne documents must be copied to the file system. For more information, see Importing document metadata, files, and extracted text.

Relativity Desktop Client command line import tool

The command line import tool now supports the input of Relativity OAuth 2 client credentials as an alternative to username and password credentials when logging in to Relativity through the tool. The option for using OAuth 2 client credentials offers increased security, since it uses access tokens that expire within a specific time frame. For more information, see Command line import .

Review

When navigating between the Viewer and document list, the last document that you viewed is highlighted in yellow within the document list when you exit the Viewer.

RelativityOne - January 28, 2017

Analytics

Improved Structured Analytics error handling

The following improvements were made to Structured Analytics error handling:

• When selecting the documents you want in your Structured Analytics set, you no longer need to manually filter out large documents. Documents with more than 30 MB of extracted text are now automatically removed from the Structured Analytics set and flagged in Document Errors.
• For Textual Near Duplicate identification, documents that only contain numbers or that do not contain text will have the Textual Near Duplicate Group field set to Numbers Only or Empty, respectively.
• Email threading task errored documents are now reported in Document Errors (but not removed from the set).

Batch sets

When you click Create Batches within the Batch Sets console, Relativity automatically submits the documents in the batches for conversion in order to increase speed for reviewers. To disable this feature, contact Client Services.

Choices

The Manage links that first appeared in Relativity 9.3 are now visible in Mass Edits and Relativity Dynamic Objects. These links perform the same functionality as before, but have been updated to better define the function. For more information, see Layouts.

Conversion

You can now manually add the MaximumImageCountForViewer instance setting to your environment if you're experiencing issues when converting images. See Document conversion troubleshooting.

Data Grid

• If your environment uses Data Grid, you must also upgrade to Data Grid 2.3.3.58 or above when upgrading to Relativity 9.5. For more information, see Upgrading Data Grid.
• Beginning in Relativity 9.5.41.87, you can use the Data Grid Ingestion Management tab to manually retry or cancel Data Grid write requests that failed as a result of infrastructure problems. For more information, see Data Grid Ingestion.

Fact Manager

The new Outlines tab in Fact Manager allows you to easily build case narratives within Relativity. Within the Outlines feature, you can create free-form outlines, link to existing Fact Manager objects and documents, and create new Fact Manager objects. For more information, see Fact Manager.

Integration Points

• You can now import a production load file through Integration Points using import configuration settings similar to those found in the Relativity Desktop Client. For more information, see Importing a production load file.

(Click to expand)

• You can now import an image load file through Integration Points using import configuration settings similar to those found in the Relativity Desktop Client. For more information, see Importing an image load file.

(Click to expand)



• 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. For more information, see Importing an image load file.
• The User Folder Path Information field on the Map Fields layout now works when you select Append/Overlay as the overwrite option. Previously, this functionality was only available when you selected Append only as the overwrite setting. For more information, see Promoting data with Integration Points.
• To adhere to enhanced security measures, the Export Location field on the Destination Information layout is no longer visible, and the root folder of DataTransfer\ is maintained under the File Repository location, which is not visible to end users. As a result, the Destination Folder field displays "DataTransfer\<name>" by default. For more information, see Exporting data through Integration Points.

Watch the following What's New - Web Import/Export video.

Processing

Relativity Processing now supports OST files from Office 2013. For more information, see Supported file types for Processing.

Telemetry

Telemetry now gathers the following metrics related to Integration Points performance:

• IntegrationPoints.ExportServiceManager.FinalizeExportServiceObservers.Duration - displays the length of time (in milliseconds) that RIP Relativity Provider takes to run documents tagging.
• IntegrationPoints.ExportServiceManager.SyncData.Duration - displays the length of time (in milliseconds) that RIP Relativity Provider takes to kick off import.

Telemetry now gathers the following metrics related to Legal Hold performance:

• Billing.LegalHold.ActiveProjectsCount - displays the total number of Active Projects currently active in the Legal Hold application workspace for the current period.
• Required.LegalHold.ClosedProjectsCount- displays the total number of projects that are closed in the Legal Hold application workspace for the current period.
• Required.LegalHold.UniqueCustodiansCount - displays the total number of custodians with unique email addresses in the Legal Hold application workspace.
• Required.LegalHold.UniqueCustodiansOnHoldCount - displays the total number of custodians with unique emails currently on all holds in the Legal Hold application.
• Required.LegalHold.UniqueActiveCustodiansCount - displays the total number of active custodians with unique email address on active holds in the Legal Hold application.
• Required.LegalHold.CustodiansOnHoldCount - displays the total number of custodians on any hold in the Legal Hold application. If the Custodian is on multiple holds, it will be counted multiple times.
• Required.LegalHold.ActiveCustodiansCount - displays the total number of custodians on active holds in the Legal Hold application. If the Custodian is on multiple holds, it will be counted multiple times.
• Required.LegalHold.HoldNoticesCount - displays the total number of hold notices created in the Legal Hold application
• Required.LegalHold.AlertNoticesCount - displays the total number of alert notices created in the Legal Hold application.
• Required.LegalHold.ReleaseNoticesCount - displays the total number of release notices created in the Legal Hold application.
• Required.LegalHold.MessagesCount - displays the total number of messages created in the Legal Hold application.
• Required.LegalHold.QuestionResponsesCount - displays the total number of question responses in the Legal Hold application.
• Required.LegalHold.HoldActiveCustodiansCount - displays the total number of Custodians active in a particular hold.
• Required.LegalHold.HoldActiveSilentCustodiansCount - displays the total number of Custodians active silent in a particular hold.
• Required.LegalHold.HoldReleasedCustodiansCount - displays the number of Custodians released in a particular hold.
• Required.LegalHold.HoldReleasedSilentCustodiansCount - displays the total number of Custodians silently released in a particular hold.

RelativityOne - January 7, 2017

Analytics

The new email thread visualization tool includes the following enhanced features:

• Email actions are now illustrated in the email icon for each email in the visualization (purple arrows in the lower left corner), providing even more information about the email thread at a glance. See Email thread visualization.



• In addition, you can now hold down the Shift key to select an entire branch of an email thread when you are mass editing emails. See Mass editing using email thread visualization .

Watch the following What's New - Email Thread Visualization video.

Dashboard

Now in RelativityOne, you can easily export your entire Dashboard to an Excel workbook (including both Pivot charts and images of cluster visualizations).

After the export completes, a mockup of your Dashboard displays on the Full Dashboard worksheet in the generated Excel file. You can modify individual Pivot chart data on the corresponding worksheet tab per your needs using Excel's native Chart functionality. The Full Dashboard worksheet charts are automatically updated to illustrate any modified data points. This lets you seamlessly integrate your Dashboard charts with other data that you may want to report on.

(Click to expand)

See Dashboards.

ECA & Investigation

In the ECA Dashboard, you can now promote data directly to a load file. When you click Promote, you're presented with a drop-down containing two types of Integration Points, specifically those designated for export and those meant to transfer to another workspace. Here, you can choose to promote your documents to a load file or to a destination workspace, by selecting either Load File: <Name> or Workspace <Name>. For more information, see Promoting data with Integration Points.

Filters

The List in-grid filter is now supported for Fixed Length Text fields. To use the list filter for a Fixed Length Text field, you must select List as the Filter Type for the field. See List properties for more information.

File Transfer App

The File Transfer App now displays more updated statuses when file transfers partially complete. If a file transfer job completes, but not all files are transferred, the application displays a partially completed status. See File Transfer App for more information.

Integration Points

• You now have the option of creating and saving profiles, which you can use to run future import or export jobs through Integration Points. You can make your profiles specific to each data source provider so that you can then reuse those settings and avoid having to remap fields multiple times. For more information, see Integration point profiles.
  (Click to expand)
  



• If you're importing a load file through the new import functionality in Integration Points, you have the option of previewing that file before you run the import job. This preview displays a progress summary and load file breakdown of the files you're about to import. For more information, see Importing a load file.



• You now have the option of automatically mapping Source and Destination fields with matching names on the Map Fields layout of an integration point. This is especially useful when your import or export job contains a large number of fields. For more information, see Importing data through Integration Points.
  (Click to expand)
  

• Integration Points provides you with the ability to import data directly into your workspace through the same functionality that the Relativity Desktop Client (RDC) provides for importing the document object. This includes importing a CSV file, LDAP, load file, or Office 365 directory directly into your workspace, and scheduling future or recurrent import jobs. Note that, as of December 2016, this functionality is currently in preview mode only. The fully developed data import capabilities, including additional RDO import options and image and production load files, are scheduled to be released in Relativity 9.5. For more information, see Importing data through Integration Points.
  (Click to expand)
  

Mass Operations

There is a new field on the Mass Export to File popup called Escape Characters. When you select yes for this field, Relativity prepends a single quotation mark to any line of text beginning with =,@,+,- or any combination of spaces. This prevents CSV and XLS files from interpreting lines with special characters as functions. For more information, see Mass Export to File.

Processing

There is a new field on the processing profile called Propagate deduplication data, through which you can apply the deduped custodians, deduped paths, all custodians, and all paths field data to children documents. This allows you to meet production specifications and perform searches on those fields without having to include family documents or overlay those fields manually. For details, see Processing profiles.

Scripts

Beginningon December 24, creating or editing scripts is now controlled by the AllowAddOrEditScripts instance setting. You must enable this instance setting to give users the ability to create or edit scripts within a workspace. For more information, see Creating and editing a script.

Telemetry lockout

Beginning in version , failure to transmit telemetry billing data to kCura causes Relativity access to be disabled after seven (7) days. Telemetry lockout is similar to Case Statistics Manager lockout.

A notification of metrics transmission failure displays in Alerts:

RelativityOne - November 30, 2016

Analytics

Analytics engine upgrade

Relativity Analytics now uses the latest version of Content Analyst (CAAT 3.23), which resolves a defect that occurred when running incremental email threading jobs on previously created Structured Analytics sets along with additional minor email threading defect fixes.

Clustering performance improvements

Population of the Cluster Score field on Document is now an optional setting under Advanced Options that is turned off by default when creating or replacing a cluster. This greatly decreases the amount of time it takes to run a Cluster mass operation. See Creating or replacing a cluster.

Email thread visualization tool

Email threading has been completely re-designed to make it easier for users to efficiently review and code email documents in Relativity. You can launch the new email thread visualization tool by clicking the email thread visualization ( ) icon from the Document viewer. This functionality is only available for email threads created using Structured Analytics in the November update of Relativity or higher.

This new email thread visualization tool has the following features:

• Visualize the order and branching of an email thread, so that the user can quickly understand how the thread developed and navigate directly to the inclusive emails to review.
• See where missing emails, duplicate spares, and attachments exist and navigate directly to an email's duplicate spares or attachments quickly and efficiently by hovering over the relevant email icon in the thread.
• Instantly verify how emails were coded across a thread by selecting a Yes/No or single choice field.
• Make mass editing changes to emails in the thread directly from the visualization.

For more information, see Email thread visualization.

Watch the following What's New - Email Thread Visualization video.

Authentication

• The Relativity new user invitation workflow has been redesigned to include the Send User Invitation Email button for sending out invitation emails.

  

  For more information, see Managing user authentication methods.

• You can now send invitations to multiple users through a mass operations. For more information, see Invite users.

Data Grid

• When running a search terms report on a Lucene index, the Lucene Search Check syntax feature is now called Syntax help. For more information, see Lucene Search.
• RelativityOne includes significant improvements when running a search terms report on a Lucene index. In order to use this optimized search, you must upgrade to Data Grid 2.3.3.58. For more information, contact Client Services.

Data Grid for Audit

You can now run the Migration Error Report script and Migration Error Retry Script against all workspaces in your environment from the Relativity Script Library tab. For more information, see Data Grid for Audit.

Fact Manager

You can now organize facts in the Facts tab using the following methods:

• Nesting
• Drag and drop
• Color coding

You can also export the family relation of facts to an Excel or CSV file. For more information, see Fact Manager.

Integration points

• The Connect to Source category of the Integration Points layout now provides the option to select the specific folder in destination workspace into which you want to export files. This is functionality is available through the new Destination Folder field, which you see when you export data to another Relativity workspace when using, for example, ECA and Investigation. Previously it was only possible to export files into the root folder of the destination workspace. For more information see, Promoting data with Integration Points.



• Integration Points now provides you with the ability to export data directly from your workspace through the same functionality that the Relativity Desktop Client (RDC) provides for exporting the document object. This includes exporting saved searches, case folders, and productions directly from your workspace, and scheduling future or recurrent export jobs. This functionality is currently in preview mode only. For more information see, Exporting data through an integration point.
  (Click to expand)

Reviewer Statistics

Beginning in RelativityOne the Reviewer Statistics script now includes the Reviewer Time Zone field to give you better insight into reviewer statistics for reviewers in a particular time zone. V4 was also removed from the name of the Reviewer Statistics script and the accompanying Reviewer  Statistics - Non-Admin script. For more information see Reviewer statistics.

Review Manager

The following updates are new in Review Manager:

• You can now run the Reviewer Detail report on the following report metric fields:
  • Mass edits
  • Propagation
  • Logins-Logouts
• The Documents Reviewer report is a new report that tracks detailed information on who has reviewed a document during a specified date range.
• The Reviewer Productivity report is a new report that tracks all of a reviewer or group's coding decisions for a specified field.

For more information, see Review Manager.

Processing

The processing profile now includes the PowerPoint Text Extraction Method field, which tells Relativity to use either Microsoft PowerPoint or dtSearch to extract text from PowerPoint files. dtSearch offers a faster alternative to PowerPoint for this function. For more information see Processing profiles.

Relativity Collection 4.0 - November 30, 2016

• The Log Viewer tab has been deprecated.
• Collection 4.0 is compatible with RelativityOne.

Assisted Review

Improvements to the RAR stratified sampling algorithm boost its performance to run 53% faster.

Data Grid

• The Lucene Search "Check syntax" feature is now called "Syntax help." For more information, see Lucene Search.
• Audits are now automatically stored in Data Grid. For more information, see Data Grid for Audit.

Processing

The processing profile now includes the Word Text Extraction Method field, which tells Relativity to use either Microsoft Word or dtSearch to extract text from Word files. dtSearch offers a faster alternative to Word for this function. For more information see Processing profiles.

RelativityOne - October 1, 2016

Analytics

Relativity Analytics now uses the latest version of Content Analyst (CAAT 3.21), which improves email threading results (including more accurate inclusive reasons and improvements to inclusive calculations when the body of an email changes).

Data Grid search (Lucene Search)

You can now run a condition search against an individual Data Grid enabled field using Data Grid search, now called Lucene Search. This feature is only available in the New UI. For more information, see Lucene Search.

Fact Manager

• When adding or editing a fact, you can now enter the "@" symbol followed by one or more letters to use Fact Manager's auto-fill feature. Fact Manager presents a pop-up list of People and Organizations based on the letters you type. Click the name of the Person or Organization to add them to the details of your Fact field. Fact Manager also automatically populates the Fact People or Fact Organizations field.

  

• When you export a Timeline report to PDF, you now have a compressed view that shows more facts per page.

For more information, see Fact Manager.

Integration Points

• You now have the ability to stop an Integration Points job through the Stop button on the Transfer Options console. This is useful for instances in which your Integration points job is taking an especially long time to complete or when you know there's a mistake on an integration point setting. For more information, see Stopping a job.

• The Create Integration Point layout now includes a new workflow for creating an import or export job through the new fields of Type, Source, and Destination Object. Here, you can specify a context for the type of job you're about to run, which streamlines the process of promoting data as part of ECA and Investigation. For more information, see Promoting data with Integration Points.

Processing

The processing profile now includes the Excel Text Extraction Method field, which tells Relativity to use either Excel or dtSearch to extract text from Excel files. dtSearch offers a faster alternative to Excel for this function. For more information see Processing profiles.

Review Manager

The Reviewer Overturns Report contains the following updates in Relativity:

• You can now calculate overturns for groups as well as individual reviewers.
• The Reviewer Overturns Report contains a new column called % Self Overturn, which calculates the percentage of documents self overturned by the reviewer or group.

For more information, see Review Manager.

RelativityOne - September 9, 2016

Data Grid

• The Data Grid for Audit UI now shows the Field Name, Old Value, and New Value fields in the results pane. It also displays the fields when the results of the master Audit Details list are exported to Excel. For more information, see Data Grid for Audit.

ECA and Investigation

The ECA and Investigation and Field Catalog applications are now synchronized, which means that when you install the ECA and Investigation application, Relativity automatically maps all of the ECA fields to those 127 corresponding processing fields found in the Field Catalog. For a list of these fields, see Mapping processing fields.

Note the following details:

• A number of processing fields were renamed in the Field Catalog. Renamed fields will cause naming conflicts.You can address these conflicts through the standard application framework, which is to either rename the fields or modify their mapping. If you previously processed data into a field that was renamed, you will have the same data in two different fields. You can address this through a Mass Replace operation on the affected fields.
• The All Custodians field was renamed to All Custodians_Script in the ECA and Investigation application. The All Custodians_Script field is a long text field and acts as a another piece of metadata for de-duplicated documents. You should select the new All Custodians_Script field when running the Update Duplicate Status script, as this will ensure that no de-duplicated documents make it into review.

Federated instances and OAuth2 integration

You can now use advanced authentication features based on the OAuth2 standard to enable integration of RelativityOne with other enterprise systems.

• Use federated instances to set up the links that allow reviewers to easily switch to other RelativityOne environments.

  

  For more information, see Federated instances.

Mass delete

The option to Delete children and unlink associative objects to force delete was removed as part of the foreign key removal initiative. Previously, this option appeared as a checkbox when you attempted to delete an object from RelativityOne; however, if you didn't select this checkbox, you couldn't proceed with deletion. We've now replaced the checkbox with a warning message informing you that you're about to delete children and unlink objects. The deletion and unlinking now occurs across RDOs in the database.

For more information, see Mass delete.

Processing

The Notes and Details fields on the Processing Error object are now open to association, which means you can now include those fields in associative list views, such as the Document object. For more information, see Processing errors.

Dashboard Pivot chart export

Now in RelativityOne, you can easily export individual Pivot charts on your Dashboard to both Excel format and PNG image format.

When you export to Excel, you can then modify the chart and its corresponding data according to your needs using Excel's native Chart functionality. This lets you seamlessly integrate your Dashboard charts with other data that you may want to report on.

See Exporting a Pivot or cluster visualization widget .

The following features are new or updated in RelativityOne:

• Data transfer
• Importing or processing documents
• Scheduled outages
• Utility server

Data transfer

RelativityOne introduces three options for data transfer from your on-prem instances to RelativityOne. Based on the size and source of your file transfers, you can select from the following options to best meet your workflow needs.

Note that you can only add 1 million documents to a RelativityOne workspace, so keep that in mind as you use these tools.

• Microsoft Azure Drive Shipping - Microsoft Azure offers Azure Drive Shipping for you to transfer large amounts of data (~2 terabytes or more) to and from the Azure cloud, into your RelativityOne instance, using hard disk drives. You must have a Microsoft Azure account to use the drive shipping option. For more information, see Azure Drive Shipping.
• File Transfer App- You can use the File Transfer App to transfer files from your local environment up to your cloud storage location in RelativityOne. You can also use this app to download files from RelativityOne into your on-prem instance. For more information, see File Transfer App.
• Microsoft Office 365® Integration - Office 365 Integration provides the ability to import data from Microsoft's Security and Compliance Center (E3) and Advanced eDiscovery (E5) in a RelativityOne workspace, without data ever leaving the secure Azure Cloud. You can use E3 or E5 to export data from Office 365 and pull the data into your RelativityOne workspace via a custom Office 365 Relativity Integration Point Provider. You can also use Relativity Processing to process data from E3 or E5. For more information, see Microsoft Office 365 Integration.

Importing or processing documents

For optimum performance of RelativityOne, you can add a maximum of 1 million documents per workspace. The following Relativity features enforce this requirement:

• Relativity Desktop Client (RDC) - In addition to documents, the maximum of 1 million applies to image files and productions imported through the RDC. If you exceed the maximum number, the import job fails and Relativity displays an error message. The timing of the job failure depends on whether you are appending, or appending and overlaying documents in the workspace. For more information, see Importing document metadata, files, and extracted text.
• Processing - When running processing jobs in RelativityOne, you can publish a maximum of 1 million documents per workspace. If you exceed this maximum, the timing of the job failure depends on whether you ran a discovery job before publishing documents to the workspace. For more information, see Processing in Relativity.

Scheduled outages

RelativityOne has weekly and monthly scheduled outages. During weekly outages, kCura deploys planned environment changes and maintenance patches. During monthly outages, kCura deploys the latest RelativityOne upgrade. For more information about schedule outages, contact Client Services at support@relativity.com.

Utility server

The Utility server is a virtual machine connected to your RelativityOne instance that contains the following support tools to help you migrate and edit files for RelativityOne:

• AZ Copy
• RCC Extractor
• Relativity Desktop Client
• Notepad++

The Utility server also contains your file storage location which is set up for use when migrating data to your cloud instance. You access your Utility server through a remote desktop connection, using an issued set of credentials and a custom IP address. For more information, see Utility server.