Upgrading or installing your Analytics server

Note: Make sure you review the Analytics upgrade considerations before upgrading Analytics. For more information, see Upgrade considerations for Relativity Server 2021.

An upgrade of your Analytics server is required for Relativity Server 2021. Follow these steps to upgrade your analytics server(s). Before upgrading the Analytics server(s), make sure you've completed the steps contained in the following sections:

  1. Install or upgrade your Relativity instance by performing the required steps (see Relativity installation).
  2. Perform a Pre-installation check of the Analytics server.

This topic contains the following sections:

Installing / Upgrading Relativity Analytics

You need the following items in order to successfully run the Relativity Analytics upgrade or installation:

  • The primary database server instance name and corresponding EDDSDBO password. If your SQL Server uses SSL encryption, see Installing Analytics server when SQL Server uses SSL encryption before beginning the Analytics server installation.
  • The Relativity Service Account username and password.
  • All SQL Servers must be active and accessible at the time of the installation.
  • A self-signed or a trusted SSL certificate with the certificate's private key is required by Relativity Analytics. If you do not have a SSL certificate, see Updating the default SSL/TLS certificate.

    Note: We recommend that you use a certificate from a trusted authority rather than a self-signed certificate.

Special considerations

  • Before attempting an upgrade, stop all Relativity Analytics engine processes (i.e., ensure that all Java and Postgres processes are stopped). In versions previous to 9.5.133.118, the Windows Service will be called Content Analyst CAAT. In Relativity 9.5.133.118 and above, the service will be called Relativity Analytics Engine. After you do this, back up the CAAT install directory and the CAAT data directory. If something goes wrong with the upgrade, this will greatly reduce any downtime spent to fix the problem.
  • The Analytics Index Share houses all of your Analytics data for a particular Analytics server, and it can grow to be very large. We have found that NTFS file systems work for small environments, but if you anticipate running sets of 10 million or more documents through your Analytics Engine, you should use a file system that supports larger files such as exFAT or ReFS. We do not have a recommendation for either file system, so you must determine which is the better fit for you.
  • For Relativity Server 2021, the Analytics upgrade includes an updated version of Postgres, which is installed in the background. For more information, see Upgrading to Relativity Server 2021 from Relativity 9.3.362.9 (CAAT 3.19) and above.

This section contains the following content:

Installing Analytics for the first time to Relativity 9.6.50.31 and above

Upgrading to Relativity Server 2021 from Relativity 9.3.362.9 (CAAT 3.19) and above

For Relativity Server 2021, the Analytics upgrade includes an updated version of Postgres, which is installed in the background. Review the following guidelines for applying this upgrade:

  • Ensure that the Users group has Full Control permissions on the install and data directories.
  • Ensure that you have adequate disk space for the upgrade. A new pgsql folder is created as part of the upgrade, which temporarily doubles the disk usage while both versions of Postgres are installed on the server. The caat.pg.upgrade-in-place and caat.overrideDiskSpaceCheck properties provide additional configuration options for upgrading. See Setting properties in the response-file.properties file (for upgrading to Relativity Server 2021).
  • The upgrade may take longer than normal as the existing Postgres data needs to be converted.
  • After applying the upgrade, we recommend running the Structured Analytics portion of the Post-installation verification test document. For more information, see Post-installation verification test.

After you apply the upgrade and verify all Analytics components are functioning correctly, delete the old Postgres install directory from the following location to complete the uninstall:

${install_dir}/CAAT/pgsql_9.3

Upgrading from Relativity 9.3.332.21 (CAAT 3.17) or prior

Note: If you are upgrading from Relativity 9.3.332.21 (CAAT 3.17) or lower, contact Relativity Support at support@relativity.com.

Updating the default SSL/TLS certificate

Verifying the Analytics server in Relativity

Disabling TLS 1.0 and 1.1 (optional)

Installing Analytics server when SQL Server uses SSL encryption

Changing the REST password

Uninstalling the Relativity Analytics server

We don't recommend uninstalling the Relativity Analytics Server application for any reason as it causes data loss. If you uninstall the Relativity Analytics Server application from the analytics server, all structured analytics sets created in Relativity 8.2 and above can't be used with another installation. There is no way to merge a previous Relativity Analytics Server installation with a new installation. As a result, structured analytics sets created in Relativity 8.2 and above become unusable.

You shouldn't uninstall the application from the server unless you're certain you won't use the server for Analytics functionality in the future, and you understand that uninstalling Relativity Analytics renders structured analytics sets created in Relativity 8.2 and higher unusable.

If you still need to uninstall the Relativity Analytics components from the server, complete the following steps: