Cache location servers

Cache location servers temporarily store natives, images, productions, and other file types the viewer uses. These servers also provide you with the option to manually clear the cache locations in your environment during off-hours, which mitigates any difficulties your reviewers experience as they display documents in the viewer. It also helps to enhance the review experience.

This page contains the following sections:

• Adding a cache location server
• Editing a cache location server
• Adding a cache location to a resource pool
• Manually clearing the cache on a cache location server
• Resolving cache alerts

Adding a cache location server

Whether you've upgraded or installed Relativity for the first time, you can manually add a cache location server through the following steps:

Note: For more information on the cache location parameter of the Relativity installer, see Primary SQL Server installation.

To add a cache location server:

1. Click the Servers tab.
2. Click New Resource Server.
3. Complete the fields on the Resource Server layout. See Fields.
4. Click Save.

Note: After you save the new cache location server, Relativity updates its layout to include the Cache Details console on the right side, which provides information about the cache and the option for clearing it manually. See Manually clearing the cache on a cache location server.

Fields

The fields for a cache location server include:

• Name - the name of a cache location server.
• Type - select Cache Location Server. This option updates the layout so it appears only the fields required for adding a cache location server.
• UNC Path - enter the file path for the location where you want to store your cache for natives, images, productions, and other files types that the viewer uses. Relativity displays an error message and prevents you from creating the server if the UNC path is invalid. Additionally, don't enter a URL already in use by an existing cache location server.
• Visible In Dropdown - select Yes or No in the drop-down to display the server as an available item within the drop-down list when creating a new workspace.

Editing a cache location server

You may need to edit a cache location server. For example, your workspace becomes too large and you need to move it to another location, which would then require you to update the UNC path of your cache location server.

To edit a cache location server:

1. Click Home in the user drop-down menu.
2. Click the Servers tab.
3. Locate the server you need to edit and click the Edit link next to its name.
4. Edit the UNC Path field on the layout for the cache location server. This is the only editable field on the layout.

5. If applicable, edit the Visible In Dropdown drop-down on the layout.

6. Click Save.

Adding a cache location to a resource pool

When you install or upgrade to Relativity Server 2021, the installer automatically creates a new cache location server for each file repository currently used in your environment and updates the resource pool that the workspace uses with that cache location server.

If you manually add an additional cache location server to your environment, you need to add that new server to a resource pool. For more information, see Adding resources to a pool.

Manually clearing the cache on a cache location server

Relativity includes the Cache Manager agent, which automatically clears the cache locations in your environment during off hours. You also have the option to clear the cache on a server manually. For example, you may experience difficulty when attempting to display documents during a review. When the cache is full, the viewer can only display documents that are already cached. So you may need to clear the cache in order to display new documents.

The details view of a cache location server includes the Cache Details console as illustrated in the following screen shot:

The Cache Details console displays the following information:

• Capacity - indicates the total amount of space on the drive or partition where the cache location server resides.
• Free Space and % Free - indicates the amount of available space on the drive or partition in gigabytes and by percentage respectively.
• Upper Threshold - displays the percentage set in the CacheLocationUpperThreshold instance setting. This value specifies the upper limit of the cache size as a percentage of the total space available on the drive or partition.
• Lower Threshold - displays the percentage set in the CacheLocationLowerThreshold instance setting. This value specifies the lower limit of the cache size as a percentage of the total space available on the drive or partition.

Use these steps to clear the cache:

1. Click Home in the user drop-down menu.
2. Click the Servers tab.
3. Click the name of a cache location server in the list.
4. Click Clear Cache in the Cache Details console.

Resolving cache alerts

Relativity displays an alert when the cache size is greater than the upper threshold listed in the CacheLocationUpperThreshold instance setting. You can resolve this alert by completing one of the following tasks:

• Complete the steps in Manually clearing the cache on a cache location server. The alert disappears when the cache size falls below the upper threshold.
• Wait for the Cache Manager agent to clear the cache. Depending on how you have set your instances settings, your cache may have met the value in the CacheLocationUpperThreshold instance setting value, but your drive may still have space on it.
• Increase the space on the hard drive where the server resides.
• Increase the value for the CacheLocationUpperThreshold instance setting value.
• Add a new cache location server to the hard drive with additional space. See Adding a cache location server.