Relativity Server 2021 release notes

This page contains release notes for Relativity 9.5 to Server 2021 and all product updates.

For a list of known issues in Relativity, see Known issues.

In the following table, click on any column heading to sort the column in alphanumeric order:

Version Type Features Description
Version Type Features Description
Server 2021 Enhancement Analytics The Analytics Engine's new postgres version will fail to upgrade when the single-data-dir.properties file is a UNC path. To complete the upgrade, temporarily change the SDD to a mapped drive (e.g. caat.single.data.directory=D:/ContentAnalyst). Once the upgrade completes, you can revert the SDD to the original UNC path.
Server 2021 Enhancement Resource Servers Relativity Server 2021 is only compatible with SQL 2017 and SQL 2019. An attempt to install Server 2021 on any other verison of SQL will fail. The compatibility level for all existing, new, and migrated databases will be automatically set to 140.
Server 2021 Enhancement PDF Relativity is releasing a new PDF application that is intended to replace the legacy Save as PDF functionality. The new PDF application is an agent-based based application that resolves many of the stability, performance, and scalability limitations of the legacy Save as PDF functionality. The new PDF application has new functionalities such as a new PDF profile, a new progress bar, error reporting, and new content options. The new PDF application is not a required application. Installing it will replace their current Save as PDF feature with the new PDF application. Installing the new PDF application will require manual work and new infrastructure setup. "
Server 2021 Enhancement Developer Platform Relativity Services APIs (RSAPI) have been deprecated to make way for a more modern and intuitive RESTFul framework to enable developers to more easily and reliably extend the platform. For more information, see the RSAPI Deprecation Process page, https://platform.relativity.com/10.3/Content/What_s_new/RSAPI_deprecation_process.htm
Server 2021 Enhancement Relativity Desktop Client Improved document export performance, especially for large text files.
Server 2021 Resolved Defects Structured Analytics Queuing Structured analytics has implemented several enhancements to improve SQL performance and resiliency during the running of a set.
Server 2021 Enhancement Structured Analytics Queuing Relativity Server admin can now improve instance performance by queuing structured analytics jobs. There is now an instance setting that will allow folks to throttle structured analytics jobs to limit system strain. For example, admin can limit the amount of concurrent structured analytics sets being in the analysis phase - which can improve success rates.
Server 2021 Resolved Defects Relativity Desktop Client Aspera doesn't work on UVM due to datagram size.
Server 2021 Resolved Defects ECA & Investigation The ECA & Investigation application has been deprecated and is no longer available for the Server customers.
Server 2021 Enhancement Document Export API Improved document export performance, especially for large text files.
Server 2021 Enhancement Case Dynamics With the new autosave feature, your changes will be saved automatically when you create, link and unlink items on the Coding Pane. Since you no longer have to click the Save buttons to apply changes, a 1/3 or more of the clicks are eliminated and you can build out your case strategy more efficiently. Additionally, the Coding Pane was modified to clearly distinguish which items are linked or unlinked. The autosave feature only applies to the Case Dynamics Coding Pane; on other layouts the Save buttons will still be required to save changes. 
Server 2021 Resolved Defects Save as PDF PDF jobs were failing when the file type was Original Images or Produced Images and a single document had more than 2100 image pages. Now clients can create PDFs from any document that has up to 1 million images/pages. When running a Mass Operation, this is still valid as long as there are less than 10,000 total documents in the job.
Server 2021 Resolved Defects Save as PDF The extra text that was presented when multi-reflected fields were used to name the result PDFs or as stamp identifier has been removed.
Server 2021 Resolved Defects Save as PDF The "Create PDF" button is now disabled after the first click, preventing users to submit the same jobs multiple times.
Server 2021 Resolved Defects Save as PDF When no PDF is created, the system now presents a message indicating that no PDFs were created and allows the user to download Errors as CSV for more details.
Server 2021 Resolved Defects Save as PDF When using a field as part of the PDF file name, now you can append non-documents, and reflective fields to individual PDF file names when saving them as ZIP or PDF portfolio. This includes fields related to the production object.
Server 2021 Resolved Defects Save as PDF When creating PDFs from the Mass Operation, the order on which the documents are packaged is consistent with the sort on the Document list view
Server 2021 Resolved Defects Discovery Increased speed in throughput by fixing an issue when Bloomberg files come in with the attachment Tar file (tar.gz) is using an unexpected name, or when the Extensible Markup Language file (.xml) are inside a compressed ZIP folder. The Bloomberg handler repeatedly made database calls trying to find the Tar file, causing a slow down in throughput.
Server 2021 Resolved Defects Legal Hold

Legal Hold communications and questionnaires no longer display run-on text when viewed on Mac OS or iOS devices.

NOTE: In order to fix communications created prior to this update you will need to copy and paste the existing text out, update the communication with some other value in that field and save. Then, edit the communication and paste the text back and save.

Server 2021 Enhancement Restore There is a new "New Database Restore Job" button that lets the user speed up the restoring process by deciding what to restore - the database only or the whole archive.
Server 2021 Enhancement Discovery When discovering emails with OLE (Object Linking and Embedding) object attachments, we now extract the child document successfully.
Server 2021 Enhancement Legal Hold The Legal Hold tab is now set as the default tab during installation of Legal Hold into a workspace.
Server 2021 Enhancement Legal Hold You can now schedule the Questionnaire Responses Export report.
Server 2021 Enhancement Legal Hold The Project object is now set by default with the Use Relativity Forms field set to Yes.
Server 2021 Enhancement Core Choices can now be created for any single and multiple choice field directly from the field page. Simply create the field, save it, and then locate the choice editor that appears on the page. There is now only a single choice tab on the navigation bar, which navigates to the choice list page, on which you can create new choices
Server 2021 Resolved Defects Relativity Scripts & Utilities In the Data Grid Text Migration application, queries involved in the batching operations for both migration and verification steps are now updated to be more efficient - improving read operation performance and overall job performance.
Server 2021 Enhancement Short Messages Users can now filter RSMF documents by conversation, participant, event, and date in the Short Message Viewer.
Server 2021 Enhancement Errors Stack Trace information in the TrackingLog table moved from the Details column to its own StackTrace column. Stack Trace information is no longer present in the Relativity front-end in the advanced tab for Processing Errors.
Server 2021 Enhancement Processing Agents When no processing set manager exists, an error indicating as such is present on the top of the processing set layout page.
Server 2021 Enhancement Discovery Improvements made to the stability of Discovering Cabinet files.
Server 2021 Resolved Defects Discovery Resolved a condition during Text Extraction that causes stuck jobs, requiring manual intervention to resolve.
Server 2021 Resolved Defects Discovery Improvements made to the stability of Discovering TAR container files.
Server 2021 Enhancement Application Library UI Library Application UI page now uses the new Kepler APIs. The user experienced improved by reducing the number of clicks and steps needed to install an application including buttons to install a library application into all the workspaces in one click, buttons to cancel and retry upgrades, and a progress bar that displays real time updates of the status of application upload into the library.
Server 2021 Enhancement List Page When selecting fields to display in a saved search or view, you can now pick a field category that will display a categorized list of fields to select from.
Server 2021 Enhancement List Page When applying field conditions to a saved search or a view, you can now pick a field category that will display a categorized list of fields to select from.
Server 2021 Enhancement Discovery Relativity Processing now supports Solidworks eDrawings 2020.
Server 2021 Resolved Defects Discovery Child documents extracted from AD1 files now have their file times set correctly before expansion. This affects the Date Modified, Date Created, and Date Accessed fields.
Server 2021 Enhancement Legal Hold The new Relativity Legal Hold Preservation Agent handles all Office 365 Preservation-related work. If you have active O365 Preservations or if you intend to, you need to create at least one agent of this new type in order for Preservation-related jobs to be performed.
Server 2021 Resolved Defects Legal Hold When viewing a Communication, clicking the Custodian Open Items report now displays the open items.
Server 2021 Enhancement Analytics Cluster Visualization interactions have improved to keep consistent with other visualization methods within the UI. To select and apply a filter, the user interaction is single click (left click) and to zoom into a cluster, the user interaction is to double click (left click).
Server 2021 Enhancement ARM ARM Restores that Include Data Grid and audits stored in Elasticsearch now automatically retry restore steps when transient errors (502, 503, 504, etc.) occur.
Server 2021 Resolved Defects Searching When a dtSearch worker agent failure occurs during the index build Finalizing step, the new behavior to prevent the agent from disabling now includes the proper directories when the agent is restarted automatically.
Server 2021 Resolved Defects Searching When modifying the Order of Active field on a Keyword Search index, the desired setting change applied now applies correctly to the selected index.
Server 2021 Enhancement Audit ARM Archives that Include Data Grid now contain retry logic when a 401 authentication error is encountered to keep the job progressing.
Server 2021 Enhancement RDO Framework Saved searches, views, and filters using the "Is Set" or “Is Not Set” operators may exhibit a minor behavior changes if used on text fields stored in SQL. Text fields containing only white space will be considered set, and be returned when searching for “Is Set” text which can affect the results of existing saved searches, views, or filters. This behavior change improves performance when using the "Is Set" or "Is Not Set" operators, but can be reverted if the new behavior is unfavorable. Please reach out to your Customer Support representative for additional details.
Server 2021 Enhancement RDO Framework

The Object Manager API and Relativity.Services now includes Intellisense, which provides developers with inline support to indicate the methods, parameters, and properties for the APIs they are consuming.

Server 2021 Enhancement Transcripts The DisableLegacyTranscripts and HideProcessTranscriptsMassOperation instance settings used for the legacy Transcripts application have been removed.
Server 2021 Enhancement Short Message Viewer The size and collapsed state of the timeline in the Short Message Viewer now persists between document navigation.
Server 2021 Enhancement Document Preview Panel The Document Preview Panel displays all available viewer tabs even if the document has no content for those viewer modes. If no content exists, the tab styling is updated to indicate that and a placeholder is displayed with a message stating the content does not exist.
Server 2021 Resolved Defects Relativity Desktop Client Value of "executionTimeout" in Web.config file for Relativity.Distributed site was changed to 20 minutes. Any existing value of that attribute will be overwritten during upgrade.
Server 2021 Resolved Defects Discovery Child documents extracted from AD1 files now have their file times set correctly before expansion. This affects the Date Modified, Date Created, and Date Accessed fields.
Server 2021 Resolved Defects Discovery We have improved the stability of Discovering zip files.
Server 2021 Enhancement Discovery We have improved the performance of Discovering smaller zip files.
Server 2021 Resolved Defects Searching Restoring the workspace now correctly includes the dtSearch indexes as active when the "Include dtSearch" setting is set to "Yes" during an ARM Archive.
Server 2021 Resolved Defects Searching When copying a dtSearch index with the Create Accent Sensitive setting set to
"Yes," the setting now correctly copies over along with the other settings.
Server 2021 Enhancement Case Dynamics With the new auto-save feature, your changes are saved automatically when you create, link, and unlink items on the Coding Pane to reduce clicks. Additionally, the Coding Pane was modified to clearly distinguish linked or unlinked items. The auto-save feature only applies to the Case Dynamics Coding Pane; on other layouts the Save buttons are required to save changes.
Server 2021 Enhancement Active Learning Prioritized Review gives you the option to review family documents (optimized for email and attachments) together. When Include Family is enabled, Active Learning serves documents with their family documents to reviewers. All family documents included in the index are served to the reviewer, including documents that were previously coded.
Server 2021 Enhancement Viewer When users are hovering over entity of interest, there is a link back to the Entity page from the Short Message Viewer, if a workspace is leveraging name normalization.
Server 2021 Enhancement Integration Points When a new workspace is created using a template workspace with existing Integration Point Profiles, the profiles are copied over to the newly created workspace. Only Export type Integration Point Profiles with Source:Relativity and Destination: Relativity are enabled for copying at workspace creation. The Integration Point Profiles with Type: Import or Export with Destination:Loadfile aren’t be carried over.
Server 2021 Enhancement Integration Points The Proof of Concept option for transferring documents between Relativity instances no longer exists. Integration Points should continue to be used for transferring documents between workspaces within the same instance.
Server 2021 Enhancement Search Term Reports Search Terms Reports now support the Copy mass action. When a Search Terms Report is copied, all terms are copied, but not the results and document tags.
Server 2021 Enhancement Assisted Review

The three new columns display in the Review Summary/Prioritized Review report. Highest ranked is the denominator in the relevance rank calculation, highest ranked coded positive choice is the numerator and index health are the documents not considered in the calculation.

  • Index Health
  • Highest Ranked
  • Highest Ranked Coded <Positive Choice>
Server 2021 Enhancement Relativity Scripts & Utilities The Breakage Report feature for the Data Grid Text Migration application is now available as a Relativity script. The Breakage Report feature assists with preparing for a workspace migration from Relativity Server instances to RelativityOne.
1.8.6 Resolved Defects Mobile platform The Relativity mobile platform app for on-premise environments has been maintenanced to improve performance to resolve minor bugs.
1.8.5 Resolved Defects Mobile platform The Relativity mobile platform app for on-premise environments has been maintenanced to improve performance to resolve minor bugs.
1.8.4 Enhancement Mobile platform The Relativity mobile app now has a pop-up message for RelativityOne users that directs users to download the RelativityOne mobile app.
1.8.4 Enhancement Mobile platform The Relativity mobile app now supports the update image and production viewer.
1.8.4 Resolved Defects Mobile platform Documents now correctly convert and load in Relativity's mobile app.
10.2.270.1 Enhancement Searching When selecting a button in the Build and Manage Index console, the action will be captured in Relativity audits. You can now select the View Audit button to see what button was selected, when it occurred, and who initiated the action. This includes selecting Build Index: Full, Build Index: Incremental, Compress Index, Deactivate Index, and Swap Index.
10.2.270.1 Enhancement Searching dtSearch index builds now have an option in the Advance Settings to enable Accent Sensitive indexing. You can now index and search on characters containing accents.
10.2.270.1 Enhancement Searching Updating any existing settings on the dtSearch index build page will now be captured through Relativity audits. You can now select the View Audit button to identify what settings were changed, who changed them, and when the change was made.
10.2.270.1 Enhancement Searching The dtSearch index build page now provides a Searchable Set pop-up with improved filtering capabilities that includes additional fields: Name, Created By, and Last Modified On date.
10.2.270.1 Enhancement Searching When building a dtSearch index, you will now be notified if the selected Searchable Set does not contain a long text document field.
10.2.270.1 Resolved Defects Discovery All SmartArt text is now extracted correctly from Microsoft Office documents, including certain unusual SmartArt structures.
10.2.270.1 Enhancement Legal Hold The Questionnaire Responses Report now adds a copy of the exported report to to the Attachments list displayed under the Libraries tab. Switch to the "System Generated Attachments" list view to see all Questionnaire Responses exports.
10.2.270.1 Enhancement Legal Hold The Questionnaire Responses Report export file is now named with a .DAT extension to reflect the fact it uses Concordance DAT file delimiters.
10.2.270.1 Resolved Defects Legal Hold The undo button no longer deletes the contents contained in the HTML editor following a paste operation or the addition of a merge field.
10.2.270.1 Enhancement Field Mapping You can now map a Relativity field to a new Field Catalog option called Deduped Count, which allows you to know how many duplicates a published file has encountered when deduplication is enabled.
10.2.270.1 Enhancement Errors On the Document Error layout, you can now see the new field Original File Path, which contains both the Source Path and the File Name. This allows greater ease in tracing back to the Processing Source Location when investigating the error.
10.2.270.1 Enhancement Processing Sets You can now see the total size and number of files in a data source by two new fields: Pre-Expansion File Size and Pre-Expansion File Count, respectively.
10.2.270.1 Enhancement Assisted Review In Active Learning, if an Elusion test is in progress when an index is repopulated, the Elusion test is canceled. Now, the Elusion Test review card displays a message providing you the reason why the Elusion Test was automatically canceled.
10.2.270.1 Resolved Defects Reviewer Interface The DefaultTextRedactionTextSize instance setting is no longer used to determine the default text size for text redactions in the Image Viewer. The text size will default to 'Auto'.
10.2.270.1 Enhancement RDO Framework The Relativity Forms API now supports the ability to override the data source for fields with picker display types.
10.2.270.1 Resolved Defects RDO Framework The Relativity Forms API now supports the ability to override the data source the file field type.
10.2.270.1 Resolved Defects RDO Framework Relativity Forms now supports the ability to specify that yes/no fields are strictly boolean (the Field will not have an "unset" possibility, and instead will defaults to false). This can be accomplished by setting the Field's `RemoveNoValueChoice` property to `true` in the Layout JSON for the yes/no Field.
10.2.270.1 Enhancement RDO Framework Relativity forms now supports the ability to specify whether options in a non-yes/no fields with a dropdown display type are sorted. This can be set on the field's SortOptions property.
10.2.270.1 Enhancement Mass Operations The default scope of a mass operation is now all items in an item list. Clicking a specific item in the list will reduce mass operation scope to checked items. 
10.2.270.1 Enhancement Views You can now preview the order of views when editing or creating a new view by clicking the View Order button next to the Order field. 
10.2.270.1 Enhancement Saved Search When creating saved searches, you can now copy existing condition cards with a single click through the new copy icon on each condition card in the search panel.
10.2.270.1 Enhancement Saved Search You can now clear your folder selection when determining the scope of your saved search in the saved search modal. 
10.2.270.1 Enhancement Fluid Relativity modals now render with a secondary button style treatment for Close and Cancel actions. 
10.2.270.1 Resolved Defects Batching The batch data source drop-down in the Batch Set layout can now display more than 10,000 saved searches. This is because the drop-down converts to a picker when the threshold is met for the item count specified for the ChoiceLimitForUI instance setting.
10.2.270.1 Enhancement Batching The Batch Set Data Source drop-down now respects the ChoiceLimitForUI instance setting and converts to a pop-up picker list for saved searches.
10.2.270.1 Resolved Defects Export to file When you export to file from a saved search, we now maintain the sort order applied to the list.
10.2.270.1 Resolved Defects Folder browser When you click on any folder in the Document folder browser, you no longer receive a Document List error if the Folder Name field is secured in a given Workspace.
10.2.270.1 Resolved Defects Mass Operations When an ARM-mapped user refreshes the page on a filtered document list in an ARM-migrated workspace, the default scope of a mass operation is no longer all documents in the workspace.
10.2.270.1 Resolved Defects Web browser Pie Chart labels are no longer hidden in pivot widgets when you apply browser zoom while using Chrome.
10.2.270.1 Resolved Defects Web browser The fixed-length text field list filter now returns results for items with leading white space characters.
10.2.270.1 Enhancement Relativity Scripts & Utilities During a Data Grid Text Migration job, we now check if there is a dependent field on the field that's being migrated and then move that workspace to a state of Completed with Errors until the dependent field is addressed.
10.2.270.1 Resolved Defects Infrastructure The Data Grid File Mapping table now has a constraint on the FileSize column to prevent any applications or processes from writing a FileSize value of 0.
10.2.270.1 Enhancement ARM The Archive Job and Archive Summary Pages now include a new Processing Options section, which includes the new Discovered Files and Missing Files Behavior settings.
10.2.270.1 Enhancement Legal Hold You now have the option of reusing the email body content of a communication for the Portal Detail content.
10.2.270.1 Enhancement Legal Hold We now display the date that a custodian was assigned to a Legal Hold Project in the Assigned Date field.
10.2.270.1 Enhancement Legal Hold You can now require Single Sign-On (SSO) access to the Custodian Portal. Relativity Legal Hold supports OpenID Connect using Microsoft Azure AD.
10.2.270.1 Enhancement Legal Hold You can now export questionnaire responses to a DAT file using the Questionnaire Responses Export report. Questions and sub-questions are now arranged in chronological order from left to right in the exported DAT file.
10.2.270.1 Enhancement ADS The MaxConcurrentWorkspaceUpgradesPerApplicationInstallerAgent instance setting has been removed. It was originally added to allow concurrent application installs within a single Application Installation Manager agent. We were hoping for less contention in the database by retrieving more workspaces per query and a speed improvement by running the installs concurrently. Since then we were able to reduce blocking in the query significantly, and we have found that multiple threads in an agent are no better than simply adding more agents. There was no longer a need for this capability. Without this setting, the recommended way for a Relativity administrator to speed up application installs is to add more Application Installation Manager agents.
10.2.270.1 Enhancement Authentication The new DomainNameWhiteListUrls instance setting allows a system administrator to enter a semicolon-delimited list of domain names that can navigate users away from Relativity. If the URL is not on the white-list, the user will not be allowed to navigate to the external URL. The instance setting defaults to a wildcard ( * ), which allows all external URLs to be accessible and the system admin should configure the instance setting as needed.
10.2.270.1 Enhancement Processing The new Discovered Files page in Relativity Processing allows you to view and analyze your discovered data before it is published.
10.2.270.1 Resolved Defects Processing In the Worker Monitoring and Processing History tabs in Relativity, numeric fields (both fields with integers and fields with decimals) are now formatted based on the local client machine, including a thousands separator.
10.2.270.1 Resolved Defects Processing Object Security Permissions now accurately reference Quick-Create Set(s).
10.2.270.1 Enhancement Processing You can now configure Relativity's behavior when an error occurs during the file copy stage of a Processing archive job. As part of your ARM settings, you can choose whether to skip the errored file or stop the job entirely.
10.2.270.1 Enhancement Processing When encountering a document error where metadata exceeds the fixed length of a field, you will now see as part of that error message the details regarding maximum length allowed as well as the current length of errored data.
10.2.270.1 Resolved Defects Processing The Email Modified Flag field now returns accurate values.
10.2.270.1 Resolved Defects Processing The Email Sent Flag field now returns accurate values.
10.2.270.1 Resolved Defects Processing dtSearch now behaves as expected when it fails to extract text for DRM-protected Word, Excel, or PowerPoint files. Relativity switches over to native text extraction and then throws an error if applicable.  This applies only to files saved in pre-2007 format (e.g., .doc, .xls, etc.).
10.2.270.1 Enhancement Reviewer Interface The native file download link in the Viewer now only displays the download icon if the document has an associated native file. 
10.2.270.1 Enhancement Reviewer Interface The Markup Navigator now allows you to click anywhere in a row to navigate to a markup. The last clicked row is highlighted in yellow. 
10.2.270.1 Enhancement Reviewer Interface The Markup Navigator now automatically refreshes when you create or delete a markup. 
10.2.270.1 Enhancement Reviewer Interface The Cursor Token is now replaced when used in the Action field of a custom Viewer Context Menu Item.
10.2.270.1 Enhancement Transcripts The list of designations in the right-click designation menu are now alphabetized. 
10.2.270.1 Enhancement Transcripts The default sort order in the tabs on the Transcripts Layout has been updated to show the newest item created at the top of the list. 
10.2.270.1 Enhancement Transcripts When working with video transcript files, you are now able to create, save, merge and export video clips. In the initial release the export format options will be Clip Creation Script (.CCS) and Comma-Separated Values (.CSV).
10.2.270.1 Enhancement Case Dynamics When you use type ahead to link Key People, the person's name will be displayed in the First Name Last Name format once selected (e.g."John Doe"). Previously, values were displayed with Last Name, First Name format (e.g. "Doe, John"). 
10.2.270.1 Enhancement Case Dynamics The information that used to be stored in the Person and Organization objects of Case Dynamics is now stored in the Entity object. You will be able to classify Entities of Type Organization or Person as "Key" to include them in Case Dynamics workflows. You will be able to create Key Entities throughout the application, similar to how you created people and organizations prior to the Foxglove release. As people and organizations are identified in Legal Hold, Processing and Analytics and become central to the case, you can simply mark them as Key to include them in Case Dynamics.
10.2.270.1 Enhancement Production Sets An error will no longer occur when attempting to delete a Production.
10.2.270.1 Enhancement Case Dynamics When you create parent-child relationships from the Case Dynamics Coding Pane, the items in the parent fields are now alphabetized, and the character limit has been increased to improve readability.