Upgrading Legal Hold

To use Relativity Legal Hold, you need to install the following Relativity applications:

  • Relativity Legal Hold - install this application to one or multiple workspaces.
  • Portal - you only need to install this application to one workspace. Once installed, the Portal creates prerequisites and global custom pages used by the Legal Hold application in other workspaces with Legal Hold installed.

Use the following procedures to upgrade Legal Hold:

  1. Install Legal Hold and the Portal applications from either the Application Library or an external file. See Upgrading Legal Hold.
  2. Add the Legal Hold Agent. See Upgrading Legal Hold.
  3. Configure Legal Hold. See Upgrading Legal Hold.

This page contains the following information:

Upgrading Legal Hold

Relativity Legal Hold is tied to your Relativity instance and located in the Application Library. When you upgrade your Relativity instance, Legal Hold also upgrades. No additional steps are needed.

After upgrading Relativity, clear your browser cache to ensure that all application changes are reflected.

Upgrade considerations

The key consideration before deciding to upgrade Legal Hold, is to upgrade Relativity. Relativity Legal Hold is updated automatically when Relativity is upgraded. When taking this into consideration, find more information with the Upgrade considerations document and the Relativity upgrade overview document.