Installing and upgrading Case Dynamics

The Case Dynamics application must be installed in each workspace that you want to use application.

This page contains the following information:

Case Dynamics compatibility matrix

Case Dynamics Version RelativityServer 2021
Case Dynamics 11.1.217 X

Special considerations

Keep the following considerations in mind when installing and upgrading Case Dynamics:

  • Only a user with the appropriate system admin rights can import application schema.
  • You should install/upgrade during off-hours as this disrupts workspaces services and causes them to be inaccessible during the install/upgrade period.
  • Ensure that you have access to the Case Dynamics - Coding Pane permission. This permission allows group members to use the Case Dynamics coding pane. Without this permission, you will not be able to see the Case Dynamics coding pane link that allows you to access the Case Dynamics coding pane when reviewing documents. See Security Permissions.

    (Click to expand)

    Workplace Security

Installing Case Dynamics

The latest version of the Case Dynamics application can be found in the Application Library and is part of the upgrade process. This application is also available for download in the Relativity Community. Search for the name of the file, and then select the Files tab in the search results.

The installation process follows the same steps used to install other Relativity applications.

You must have system admin permissions to install an application.

Upgrading Case Dynamics

To upgrade the application, download the newly released schema from the Relativity Community and import it into the Application Library. You can find information about Case Dynamics product updates in the Relativity release notes.

Note: If you are on a version of Relativity where Case Dynamics uses the Person and Organization objects (Relativity 10.1 or below) and are upgrading to a Relativity version where Case Dynamics is integrated with the Entity object (Relativity 10.2 or above), Relativity recommends running the Case Dynamics Pre-Entity Integration Script before upgrading the application. The script aims to detect possible upgrade conflicts, data truncation, and customization on the Person and Organization objects that may need to be re-created on the Entity object. See Case Dynamics Pre-Entity Integration Script.

Note: We recommend adding new fields, views, and layouts to Case Dynamics instead of trying to edit ones that are part of the application. If you have made any modifications to fields, views, or layouts that come with Case Dynamics by unlocking the application, those fields, views, and/or layouts will be restored to their original state, undoing any customizations, upon upgrade.

Security permissions

You must configure certain permissions for proper functionality of Case Dynamics.

  1. Navigate to the Workspace Details tab.
  2. Click Manage Workspace Permissions.
  3. Click Edit Permissions for a group on the Group Management tab. Or, click Object Security and select a group from the Current Group drop-down menu.
  4. Enable the following security permissions:
    Object SecurityTab VisibilityOther settings
    • Alias object - Delete, Add
    • Custom Date Box - Delete, Add
    • Custom Legend - Delete, Add
    • Document (parent) - View, Edit
      • Case Dynamics - Coding Pane (child)
    • Email Alias - Delete, Add
    • Entity object - Delete, Add
    • Export History - Delete, Add
    • Fact - Delete, Add
    • Fact Attachment - Delete, Add
    • Field - Edit
    • Field MO Object - Delete, Add
    • Interview Question - Delete, Add
    • Interview Questions Attachment - Delete, Add
    • Issues - Delete, Add
    • Issues Attachment - Delete, Add
    • Outline - Delete, Add
    • Pivot Profile - Delete, Add
    • Printing Profile - Delete, Add
    • Production Set MO Object - Delete, Add
    • Report File - Delete, Add
    • Report Set - Delete, Add
    • Timeline Condition - Delete, Add
    • Case Dynamics (parent)
      • Entities (child)
      • Fact (child)
      • Interview Questions (child)

      • Issues (child)

      • Listview Fact (child)

      • Listview Interview Question (child)

      • Listview Issues (child)

      • Listview Outlines (child)

      • Outlines (child)

      • Printing profile (child)

      • Report Set (child)

      • Timeline Builder (child)

      • Outlines (child)

      • Printing profile (child)

      • Report Set (child)

      • Timeline Builder (child)

    • Entities (parent)
      • Aliases (child)
      • Entities (child)

      Note: When you install the Analytics application in your workspace, a parent level Entities tab and a child Aliases tab are created. Additionally, the Entities child tab of the parent Case Dynamics tab will be moved under the Entities parent tab.

    • Admin Operations
      • Delete Object Dependencies
      • Use Pivot/Chart

Case Dynamics is now successfully configured. All other Relativity permissions behave in standard fashion within Case Dynamics.

Control mass actions

Case Dynamics is permission-aware, meaning that system admins can control which items a user can use. For example, if the user does not have Delete permissions on the Fact item, they will not see the Mass Delete option.

The following table includes the mass actions that system admins can control on a particular item:

View Edit Edit and Add Edit, Delete, and Add
  • Export to XLS
  • Export to CSV
  • Edit
  • Print
  • Replace
  • Export to XLS
  • Export to CSV
  • Edit
  • Copy
  • Print
  • Replace
  • Export to XLS
  • Export to CSV
  • Edit
  • Copy
  • Print
  • Replace
  • Delete
  • Export to XLS
  • Export to CSV