Note: The date shown represents the first availability of the feature. Due to differences in deployment and update schedules, the features listed may not yet be available in all environments on the date indicated.
In the following table, click on any column heading to sort the column in alphanumeric order:
| Version | Type | Features | Description |
|---|---|---|---|
| Version | Type | Features | Description |
| 13.0.xxx.x | Enhancement | Integration Points | Integration Points now supports syncing Azure AD data from Microsoft 365 Government. |
| 13.0.xxx.x | Enhancement | Legal Hold | Legal Hold now includes email and employee number sorting options to the summary BCC picker in a legal hold communication. |
| 13.0.xxx.x | Enhancement | RelativityOne Mobile | The RelativityOne app for iOS includes maintenance updates. |
| 13.0.xxx.x | Enhancement | Active Learning | Active Learning can now use any single-choice field as its designation, not just fields with exactly two choices. During project setup, one choice is selected as positive, another choice as negative, and the rest of the choices are treated as neutral and will not train the model. |
| 13.0.xxx.x | Enhancement | RelativityOne Redact | The Redact Project Status page now allows project admins the ability to prioritize one or more projects over other projects. Multiple projects can be prioritized at the same time and those projects will be completed before projects that are not prioritized. |
| 13.0.xxx.x | Enhancement | Agents | Custom Agents are beginning migrations to RelativityOne compute, which enables improved agent performance and stability. |
| 13.0.xxx.x | Enhancement | Case Dynamics | All Case Dynamics object have been updated to run with Relativity Forms on. All layouts in the application now have the Aero styling. Additionally, for our Outlines feature, we've switched to using layouts rather than modals, so you can use custom layouts to create objects. |
| 13.0.xxx.x | Enhancement | Agents | Agents running on RelativityOne Compute now may be enabled or disabled from the Agents tab. Agents that are disabled will cancel any running jobs and prevent future executions of that Agent. |
| 13.0.xxx.x | Resolved Defects | RelativityOne Mobile | Fixed a crash that occurred after saving a coding decision on a document opened via deep link. |
| 13.0.xxx.x | Enhancement | Automated Workflows | The existing build's dtSearch Index now includes an option to always run a full index build each time the action runs in your Automated Workflow. |
| 13.0.xxx.x | Enhancement | Integration Points | Integration Points now allows transfers of non-document object data to other workspaces using the same workflow as with document objects. This allows you to easily transfer document and non-document object metadata without manual intervention. |
| 13.0.xxx.x | Enhancement | Pivot | The Pivot profile now matches Aero styling. |
| 13.0.xxx.x | Enhancement | Collect | A new data source will allow customers to collect Refinitiv Eikon chat data. Chat data is automatically converted to RSMF. |
| 13.0.xxx.x | Enhancement | Search Term Reports | The new Search Term Report now runs on the Kubernetes platform. The new STR has better stability and scalability, and also eliminates network latencies and timeouts. Overall performance of the new STR is about 5 times better than the previous version. |
| 13.0.xxx.x | Enhancement | Structured Analytics Set | You can now copy the results of the domains identified by Name Normalization into new multi-object fields. These new fields remove empty entries, remove duplicated domains, and support expanded filter options. You can also create a tab in your workspace that includes all the domains identified by the Name Normalization to export your results. |
| 13.0.xxx.x | Enhancement | Search Term Reports | The Search Term Report reports page was migrated away from the old Custom Pages framework, allowing it to run on Kubernetes. It's functionally equivalent to the old page with some improvements to the top toolbar. |
| 13.0.xxx.x | Resolved Defects | Relativity Forms | Date entry with format yyyy-mm-dd no longer prepends an extra 0 to the day. Time entry in 24hr time format no longer prepends an extra 0 to the minutes. |
| 13.0.xxx.x | Enhancement | Active Learning | Active Learning will no longer display a "pending document count," which was a report of how many documents had been coded since the model was last built |
| 13.0.xxx.x | Enhancement | Active Learning | Active Learning projects with no running queues can schedule a retraining interval or turn off model retraining entirely |
| 13.0.xxx.x | Enhancement | RelativityOne Redact | In RelativityOne Redact, the Markup Review card in the Image Viewer now displays Accept/Reject actions for manually drawn redactions, just as Redact already does for Spreadsheets and PDFs. |
| 13.0.xxx.x | Enhancement | Collect | You can now select the workspace you want to create a processing job in using the "Create Processing Job" button on the collection details console page. |
| 13.0.xxx.x | Enhancement | RelativityOne Redact | In RelativityOne Redact, fields created by Redact now support "Allow Pivot" and "Allow Group By." |
| 13.0.xxx.x | Enhancement | Structured Analytics Set | You can now define the field containing the extracted text that Structured Analytics Set will use for its analysis. |
| 13.0.xxx.x | Enhancement | RelativityOne Redact | In RelativityOne Redact, the Viewer now displays an additional right-click context menu option to repeat the user's last markup style selected to draw markup on spreadsheets. |
| 13.0.xxx.x | Enhancement | Security Alerts | Security Alerts gives you visibility into security alerts that help you identify and resolve threats quickly along with resolution paths for identified potential threats |
| 13.0.xxx.x | Enhancement | Transprency Reports | Transparency Reports provide real-time insight into all Relativity Support activity in a Relativity instance to help customers work more confidently and securely with Support teams. Users can now filter a list of easy-to-read audits of Relativity Support and export into a CSV for external review |
| 12.3.xxx.x | Enhancement | Case Dynamics | The Add Fact logic from the Viewer was updated and selected text is no longer copied to the Description field. |
| 12.3.xxx.x | Enhancement | Review | The Mass Edit mass operation is available for Similar Documents and Concept Search cards in the Viewer. |
| 12.3.xxx.x | Enhancement | Migrate | You can now migrate multiple workspaces at the same time. Specifically, there may be one archiving, one transferring, and one restoring workspace in parallel during the migration, so Migrate has no idle time between operations anymore. |
| 12.3.xxx.x | Enhancement | Authentication | The Secret Rotation agent now runs on RelativityOne compute, which enables improved agent performance and stability. You will no longer need or be able to add or modify Secret Rotatino agents within their RelativityOne environment. |
| 12.3.xxx.x | Enhancement | Migrate | When on Preview step, all the workspaces are ordered based on the file count - ascending from the top (the workspace with the least file count will be at the top). Since file count has significant impact on performance, Migrate will start the migration based on the order on the Preview step to make entre migration job more efficient and to start the migration of another workspace as soon as possible. |
| 12.3.xxx.x | Enhancement | RelativityOne Mobile | Updates to the document viewer to increase document-to-document speed. |
| 12.3.xxx.x | Enhancement | RelativityOne Staging Explorer | Error message is no longer displayed for successfully finished transfers. |
| 12.3.xxx.x | Enhancement | Mass Operations | The Mass Operations Manager agents have been converted to run on RelativityOne compute, which enables improved agent performance and stability. You no longer need or be able to add or modify Mass Operation Manager agents within your RelativityOne environments once rollout is complete. This is a phased rollout, so not all instances will see this change in their environment immediately. |
| 12.3.xxx.x | Enhancement | Relativity Scripts | The Script Run Manager agents have been converted to run on RelativityOne compute, which enables improved agent performance and stability. You no longer need or be able to add or modify Script Run Manager agents within your RelativityOne environments once rollout is complete. This is a phased rollout, so not all instances will see this change in their environment immediately. |
| 12.3.xxx.x | Enhancement | Case Dynamics | The Offline Report has been updated such that when you have multiple facts or other objects linked to the same document, only one copy of the file is exported. |
| 12.3.xxx.x | Enhancement | Case Dynamics | The Offline Report has been updated to sort facts chronologically by the Primary Fact Date field in ascending order. Additionally, the Offline Reports for issues, key people and interview questions have been updated to sort alphabetically on the name field of each object. |
| 12.3.xxx.x | Enhancement | Active Learning | Active Learning allows index health documents to be turned off in Prioritized Review Queue, allowing stable projects to substantially reduce review overhead. |
| 12.3.xxx.x | Enhancement | User Sync for Preview and Sandbox | The User Sync Preview agent now runs on RelativityOne compute, which enables improved agent performance and stability. Users will no longer need or be able to add or modify User Sync Preview agents within their RelativityOne environment. |
| 12.3.xxx.x | Enhancement | User Group Sync | The User Group Sync agent now runs on RelativityOne compute, which enables improved agent performance and stability. Users no longer need, or be able, to add or modify User Group Sync agents within their RelativityOne environment. |
| 12.3.xxx.x | Enhancement | RelativityOne Redact | You can now filter content in the Original Text column when checking automatically drawn markup for spreadsheets in the Markup Review card. |
| 12.3.xxx.x | Enhancement | RelativityOne Redact | There is now additional content in the Markup Review card to provide more context when checking automatically drawn markup on spreadsheets. The new columns are Origin (Automated or Manual), Project, Reason, Rule, Sheet, Timestamp, Markup Scope, Markup Type, Markup Subtype, and Markup Text. |
| 12.3.xxx.x | Enhancement | Active Learning | Document-to-document speed in Active Learning queues has been made approximately 30% faster. |
| 12.3.xxx.x | Enhancement | Migrate | When migration is in "In Progress" status, the user can cancel a workspace migration while it's transferring. |
| 12.3.xxx.x | Enhancement | Processing | Relativity now auto-updates the NIST list when the National Software Reference Library (NSRL) releases them quarterly. Users no longer have to reach out to Support to get the latest version. The latest version that has been deployed will be noted in Release notes. |
| 12.3.xxx.x | Enhancement | Migrate | When on Select & Assign step, the new column "Migration Status" is available informing whether the workspace has been already migrated to RelativityOne instance a user is currently logged into. |
| 12.3.xxx.x | Enhancement | User | The Distributed Job Manager/Worker agents have been renamed to Group Membership Manager/Worker. The Group Membership agents now runs on RelativityOne compute, which enables improved agent performance and stability. Users no longer need or be able to add or modify Group Membership agents within their RelativityOne environment. |
| 12.3.xxx.x | Enhancement | Migrate | View All Migrations page is a new landing page for Migrate. |
| 12.3.xxx.x | Enhancement | Migrate | To notify a user about required free space available on the file location defined for workspace archives. The file location is defined in the ArchiveFileSharePath Server Instance Setting, in the Relativity Migrate section. This removes potential migration failures due to insufficient space on Server side, needed for storing archives. |
| 12.3.xxx.x | Enhancement | Migrate | You can now assign workspaces to predefined profiles defining what data should and should not be migrated, ensuring you only move the data you need. For more details see Migrate documentation. |
| 12.3.xxx.x | Enhancement | Security Center | New view for filtering on and searching login metadata displayed on the Login Map along with a color-blind friendly color palette minor layout adjustments to improve map navigation. |
| 12.3.xxx.x | Enhancement | RelativityOne Staging Explorer | Improved resiliency of transfers. |
| 12.3.xxx.x | Enhancement | Cold Storage | The Cold Storage agents now run on RelativityOne compute, which enables improved agent performance and stability. Users will no longer need or be able to add or modify Cold Storage agents within their RelativityOne environment. This is a phased rollout, so not all instances will see this change in their environment immediately. |
| 12.3.xxx.x | Enhancement | Migrate | User is able to assign workspace to "All Data" Profile, migrating all data available in the workspace. No change to the current behavior except for button name change from "Assign to Migration" to "Assign to Profile". |
| 12.3.xxx.x | Enhancement | Track Document Field Edits by Reviewer | Track Document Field Edits agents were moved to K8s for versions of 2021.12.7 and above. |
| 12.3.xxx.x | Enhancement | RelativityOne Mobile | The RelativityOne app for iOS includes user experience updates. |
| 12.3.xxx.x | Enhancement | Search | dtSearch agents were moved to K8s on 12/10. The following agents were migrated:
dtSearch Index Job Manager, dtSearch Index Worker, Search Terms Report Agent, Data Grid Migration Manager, Data Grid Migration Worker, Data Grid Manager Agent. |
| 12.3.xxx.x | Enhancement | Automated Workflows | You can now select to automatically run an Analytics index as an action in your Automated Workflow. By selecting this action, you can automatically run, build, and update your Conceptual and Classification analytics indexes. |
| 12.3.xxx.x | Enhancement | Analytics | Within your Analytics index setting, you can now automatically link repeated content filters to a conceptual index by using the <Repeated content filters to link> field in the Advance section of the Analytics Index Information page. These repeated content filters have to previously be identified by your Structured Analytics sets. For more information check the "Creating an Analytics index" section under the "Analytics indexes" documentation page. |
| 12.3.xxx.x | Enhancement | Analytics | Within your Analytics index setting, you can now automatically create a cluster for all indexed documents after the index has been built by using the <Cluster Documents> field in the Analytics Index Information page. This option is set to Yes by default in new indexes. For more information check the "Creating an Analytics index" section under the "Analytics indexes" documentation page. |
| 12.3.xxx.x | Enhancement | Analytics | You can now run Analytics indexes that contain up to 9 million documents in the data source. |
| 12.3.xxx.x | Enhancement | Migrate | You can now cancel the migration of a workspace that is in the Archiving status. See Migrate documentation for more details. |
| 12.3.xxx.x | Enhancement | Lockbox | Lockbox notifications appearance and information it contains were improved. On top of readability in key scenarios we provide who was mading a change and what was affected. |
| 12.3.xxx.x | Enhancement | Analytics | The Conceptual Analytics agents are being converted to run on RelativityOne compute, which enables improved agent performance and stability. Users no longer need, or be able, to add or modify Conceptual Analytics agents within their RelativityOne environments once roll out is complete. This is a phased roll out, so not all instances will see this change in their environment immediately. |
| 12.3.xxx.x | Enhancement | RelativityOne Staging Explorer | If user is unable to access any fileshare due to RelativityOne configuration, ROSE will clearly inform what has happened, and will provide a link to the documentation that describes ways to resolve problem. |
| 12.3.xxx.x | Enhancement | RelativityOne Staging Explorer | ROSE repeatedly checks for updates during run time. |
| 12.3.xxx.x | Enhancement | RelativityOne Redact | In RelativityOne Redact project pages, we've updated the user-experience around uploading CSV files for project rules so that the user only needs to select the CSV file they want to upload in order to upload the file, rather than having to select the CSV file and then upload. |
| 12.3.xxx.x | Enhancement | RelativityOne Redact | In RelativityOne Redact, we've introduced a number of enhancements to the Spreadsheet project page. The improvements are (1) updated "Redact all Headers and Footers" to affect all documents in the saved search; (2) updated "Redact all Excel objects" to affect all documents in the saved search; (3) added "Redact all comments" feature to spreadsheet projects; (4) updated projects to be able to run even when there are no word/phrase/regular expression/CSV rules. |
| 12.3.xxx.x | Enhancement | RelativityOne Redact | In Relativity Review, we've introduced a subset of commonly used Excel keyboard shortcuts in the native viewer. Initially, the main benefit of this feature is to better support manual redaction workflows when marking up native spreadsheets using RelativityOne Redact. The full list of Excel keyboard shortcuts supported in the Viewer are listed in our Relativity Redact documentation. |
| 12.3.xxx.x | Enhancement | RelativityOne Redact | In RelativityOne Redact, we've improved the markup navigator Viewer card user-experience by (1) standardizing on filter, sort, and search capabilities across all Redact Viewer cards; (2) pagination controls: First, Next, Last, Previous, Index; (3) ability to search on Marked Text column in Redact Navigator Cards; (4) introducing the ability to perform mass accept/reject actions across automatically drawn markups. |
| 12.3.xxx.x | Enhancement | RelativityOne Redact | In RelativityOne Redact, we have pre-populated a set of commonly used regular expressions to Redact projects that accept rules. The regular expressions that are now in the Redact project rules drop-down menus are discoverable via their friendly names. For example, the friendly name "Social Security Number (SSN) - US", represents the regular expression to search document text for the numeric pattern that matches social security numbers in the United States. |
| 12.3.xxx.x | Enhancement | RelativityOne Redact | RelativityOne Redact now honors "Prevent Native Download" property in Native Type object. This is in addition to already existing "Local access" permission on the Document object. |
| 12.3.xxx.x | Enhancement | Processing | When processing Google Workspace email data with a sidecar data file, the Google Labels field will no longer be appended to Path/Location fields. |
| 12.3.xxx.x | Enhancement | Relativity User Import Application | The Relativity User Import Application agents now runs on RelativityOne compute, which enables improved agent performance and stability. Users will no longer need or be able to add or modify Relativity User Import Application agents within their RelativityOne environment. |
| 12.3.xxx.x | Enhancement | Analytics | The Choice Field Stratified Sampling script allows you to select documents spanning a choice field (such as conceptual clusters) to get a diverse seed set for active learning |
| 12.3.xxx.x | Enhancement | Conversion Cache Manager | The Relativity Document Conversion agents now run on RelativityOne compute, which enables improved agent performance and stability. Users will no longer need or be able to add or modify Relativity Document Conversion agents within their RelativityOne environment. This is a phased roll out, so not all instances will see this change in their environment immediately. |
| 12.3.xxx.x | Enhancement | Repository Workspace | The Repository Workspace Billing agent now run on RelativityOne compute, which enables improved agent performance and stability. Users will no longer need or be able to add or modify the Repository Workspace Billing agent within their RelativityOne environment. This is a phased rollout, so not all instances will see this change in their environment immediately. |
| 12.3.xxx.x | Resolved Defects | Fields | Several fixes to the Aero UI field create/edit page and underlying FieldManager API. These bring the validation rules on this page to parity with Classic UI. Notably, this addresses an issue where field save is unresponsive when mapping source fields in some environments. This will allows customer environments still using Classic fields UI to utilize the new Aero UI. |
| 12.3.xxx.x | Enhancement | Client Domains | The client domain cap increased from 25 domains to 100 domains per tenant in order to help you easily scale your business as you move to the cloud. |
| 12.3.xxx.x | Enhancement | Cold Storage | Workspaces moved into Cold Storage can now be deleted directly from Cold Storage. This feature will only be enabled after this workspace has been in Cold Storage for 30 days. |
| 12.3.xxx.x | Enhancement | Legal Hold | For Relativity Legal Hold customers, you now have increased flexibility to configure escalations, including the number of recurrences, the email subject line, and the email recipient. This offers a more customizable experience when including escalations in your legal hold communications |
| 12.3.xxx.x | Resolved Defects | Processing | Text extracted from Microsoft Project files may include additional information for tabular data, including replicated content. |
| 12.3.xxx.x | Enhancement | Agents | The Document Utilities agent now runs on RelativityOne compute, which enables improved agent performance and stability. Users will no longer need or be able to add or modify Document Utilities agents within their RelativityOne environment. |
| 12.3.xxx.x | Enhancement | Agents | The Collect Folder Path agent now runs on RelativityOne compute, which enables improved agent performance and stability. Users will no longer need or be able to add or modify Collect Folder Path agents within their RelativityOne environment. |
| 12.3.xxx.x | Enhancement | Agents | The Prop Coding agent now runs on RelativityOne compute, which enables improved agent performance and stability. Users will no longer need or be able to add or modify Prop Coding agents within their RelativityOne environment. |
| 12.3.xxx.x | Enhancement | Agents | The Scheduler agent now runs on RelativityOne compute, which enables improved agent performance and stability. Users will no longer need or be able to add or modify Scheduler agents within their RelativityOne environment. |
| 12.3.xxx.x | Enhancement | Migrate | Migrate is available for all RelativityOne Government customers. |
| 12.3.xxx.x | Enhancement | Analytics | The Active Learning agents are being converted to run on RelativityOne compute, which enables improved agent performance and stability. Users will no longer need or be able to add or modify Active Learning agents within their RelativityOne environments once rollout is complete. This is a phased rollout, so not all instances will see this change in their environment immediately. |
| 12.3.xxx.x | Deprecation | RSAPI | RSAPI endpoints are no longer available for consumption. All applications must use Kepler endpoints instead. |
| 12.3.xxx.x | Deprecation | Viewer | The Classic Viewer has been removed from RelativityOne. Users will no longer have the option to revert to the Classic Viewer. All review functionality is now standardized on the new Viewer introduced with Aero UI. We’re making this change to enable your teams with a faster, more consistent review experience across native, image, and text documents. |
| 12.3.xxx.x | Enhancement | Short Messages | RSMF slicing will allow customers to create a new RSMF from the original that contains only the relevant messages. This will allow customers to code and produce certain messages/portion of the conversation that is relevant. All RSMF slices will be traceable back to the original. |
| 12.3.xxx.x | Enhancement | Case Metrics | The Case Metrics agent now runs on RelativityOne compute, which enables improved agent performance and stability. Users will no longer need or be able to add or modify Case Metrics agents within their RelativityOne environment. |
| Server 2022 | Enhancement | Legal Hold | You can now mass assign custodians to a Project using a list of employee numbers. |
| Server 2022 | Resolved Defects | Legal Hold | The "Use Portal As" feature now works for ARMed users that have re-mapped Artifact IDs. |
| Server 2022 | Enhancement | Active Learning | Elusion Test has been renamed Project Validation. It now has an option to sample across the whole Active Learning project and calculate Recall, Richness, and Precision in addition to Elusion rate. |
| Server 2022 | Deprecation | Sample-based Learning | Sample-based Learning has been deprecated. We recommend using Active Learning for TAR workflows, and Categorization for other TAR work not covered by Active Learning |
| Server 2022 | Enhancement | Migrate | Migrate now enables you to migrate workspace data from Relativity Server to RelativityOne in a simple, efficient way. Thanks to an straightforward workflow, migration will be seamless and intuitive, allowing workspaces to be migrated in just 6 clicks within a single product as opposed to what amounted to 90+ clicks (in multiple tools), previously.With Migrate you will now be able to set up a default migration configuration, choose and assign workspaces for migration, preview the migration before executing the data transfer, and if needed, even retry failed workspace migrations easily from the same user interface. Migrations are easy to track and you can configure email notifications to alert the proper resources in your organization of migration status. |
| Server 2022 | Enhancement | Track Document Field Edits by Reviewer | Tracker Validation for denoting when Reviewed On and/or Reviewed By fields are already in use. Other bugs have also been fixed. |
| Server 2022 | Resolved Defects | Processing Administration | Processing Source Locations will function as expected regardless of if the UNC path provided has a trailing slash or not. |
| Server 2022 | Resolved Defects | Discovery | Emails and Calendar items sent using the "On Behalf Of" feature will now correctly display that text in extracted text. |
| Server 2022 | Enhancement | Review Interface | Relativity Review now supports the ability to view on-the-fly search hits with the additional context of the preceding and following 100 characters of each hit within the Viewer. The contextual search drawer is on the right side of the main document view and can be opened and closed by clicking on the magnifying glass' icon. Initially, the contextual search drawer is only supported in the native viewer but will also be supported in the text viewer in our next available Relativity Review update. |
| Server 2022 | Enhancement | Review Interface | Relativity Review now supports the ability to open a document in a separate browser window when the user clicks on file-icons if they are present on a list view within the Review Interface in the Related Items card and the Document List card. This viewer configuration is known as the 'unsynced' standalone viewer because the document view has no relationship to the document you are viewing in the main document view. Viewer extensions may not be available in the unsynced standalone viewer upon first release, but they'll be added as soon as those extensions are able to enable those viewer extensions in the unsynced standalone viewer configuration. An example of a viewer extension that is not yet available in the unsynced standalone viewer is Email Thread Visualization (ETV). Finally, the document actions dropdown menu in the 'unsynced' standalone viewer configuration does not yet have the same options as the other viewer configurations. Upon initial release, only the 'download native' option is available, but the remaining document actions will be added shortly thereafter. |
| Server 2022 | Resolved Defects | Case Metrics | Customers will now need to install Case Metrics to any workspace that they want to report on. Only installing Case Metrics at the instance level will no longer allow users to report on any workspace within that instance, unless the app is installed to that workspace. |
| Server 2022 | Enhancement | Discovery | Relativity Processing will no longer error on improperly created PSTfiles that contain a mix of ANSI and Unicode messages. |
| Server 2022 | Resolved Defects | Imaging | PDF files will no longer render incorrectly when using the native imaging profile. |
| Server 2022 | Resolved Defects | 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 2022 | Enhancement | The PDF profile now supports the following new options - comments and speaker notes for MS PowerPoint documents. These options are available when the user wants to download the resulting PDFs or stored them in Relativity for Review. | |
| Server 2022 | Resolved Defects | PDF downloads in a zip file will now produce individual PDFs in a zip file | |
| Server 2022 | Resolved Defects | Mass Operations | Mass Edit will now include family documents with dtSearch |
| Server 2022 | Enhancement | Developer Tools and Applications | A new Publish to Relativity tool is released, which is only compatible with Relativity 12.0 and above. The deprecated Relativity Services APIs (RSAPI) within the tool have been updated to use the RESTFul Kepler Services. |
| Server 2022 | Enhancement | ADS | For instance level applications with no workspace components, Developers can use the Global Application property within their applications, which will prevent installs of the application into workspaces. Applications tagged "Global" will be viewable and manageable on the UI. |
| Server 2022 | Enhancement | Extensibility Points | RESTful Kepler API are available for Resource File workflows like Create, Read, Update, Delete and Push Resource Files. Developers can begin the process of deprecating older RSAPI or Relativity Services code from their applications and migrate to the new RESTful way of communicating with the Relativity Platform. |
| Server 2022 | Resolved Defects | List Page | Pivot contents no longer fail to load and display a SignalR error. |
| Server 2022 | Resolved Defects | List Page | Pie charts no longer extend beyond their container. |
| Server 2022 | Resolved Defects | List Page | The "Page Cannot Load" no longer appears after viewing a document from a saved search that has the "Email Threading Dispaly" field select, but doesn't include other required fields, to the saved search list page, where the error would appear. |
| Server 2022 | Resolved Defects | Legal Hold | Additional logic has been added to handle Microsoft 365 throttling that can occur during target discovery of large SharePoint repositories as part of a preservation case. |
| Server 2022 | Resolved Defects | Imaging | Certain PDF files will no longer have missing checkmarks after the file are imaged using a native profile. |
| Server 2022 | Resolved Defects | Legal Hold | The Discover Targets button on the Project Console page is now enabled when you have not enabled auto-discovered targets as part of your Preservation Case setup for Microsoft 365 SharePoint. |
| Server 2022 | Enhancement | The PDF profile now supports the following new options: comments and speaker notes for Microsoft PowerPoint documents. These options are available when the user wants to download the resulting PDFs or stored them in Relativity for Review. | |
| Server 2022 | Enhancement | Transcripts | The following parts of the Transcripts application received a style update: importing modal, transcripts report pop-up window, right-click modals, and printing pop-up window. Now the application's UI more closely matches the new Aero design patterns. |
| Server 2022 | Enhancement | Relativity Desktop Client | Different field can be selected as Overlay Identifier for an "Append/Overlay" data transfer mode. |
| Server 2022 | Enhancement | ARM | System admins can restore workspaces directly to Client Domain space. Previously, client domain resource pools, clients, and matters were not visible in the drop-down list. |
| Server 2022 | Enhancement | ARM | A readiness check to ensure that a processing migration agent exists, and is enabled, has been added to support ARM with processing. |
| Server 2022 | Enhancement | ARM | ARM with processing readiness checks have been made more resilient with the addition of retry code. |
| Server 2022 | Resolved Defects | Discovery | Fixed an issue with Relativity Text Extraction method where some documents had the "WasDecrypted" metadata incorrectly set to True. |
| Server 2022 | Enhancement | Discovery | Extraneous non-critical Lotus Notes services have been automatically disabled to improve NSF stability and general worker performance. |
| Server 2022 | Resolved Defects | Discovery | Error messages arising from defective zip files are now less generic, providing more specific information about the problem with the zip file. |
| Server 2022 | Enhancement | Discovery | Delete temp files jobs are now also automatically created after retrying discovery jobs. |
| Server 2022 | Resolved Defects | Discovery | A defect that would cause publishing a document to fail, if there had been an error during file identification for that document, has been fixed. |
| Server 2022 | Resolved Defects | Processing Administration | When updating the priority of a job from the Worker Manager Queue, the root job and any newly created sub-jobs will use the new priority designated by the user. There may be some sub-jobs still created with the old priority if the job is already in progress. |
| Server 2022 | Resolved Defects | Password Bank | The Password Bank tab for Processing will now be named "Password Bank | Processing" for easier identification. |
| Server 2022 | Resolved Defects | Password Bank | Fixed an issue where when entering multiple passwords into one Password Bank entry, the passwords may not be recognized until each had their own, individual Password Bank entry. |
| Server 2022 | Enhancement | Discovered Files | The Discovered Files tab has been renamed to the Files tab to account for additional workflow utilization beyond Discovery. |
| Server 2022 | Enhancement | Discovered Files | The processing error workflow has been moved to the Files tab. You can now view, retry, ignore, and download or replace files from the Files tab. |
| Server 2022 | Enhancement | Discovered Files | The Retry Delete mass action has been combined with the Retry Errors mass action to create a single action button for retrying issues that occur during Discovery, Publish, and Deletion. |
| Server 2022 | Enhancement | Discovered Files | The Errored Files view in the Discovered Files tab has been split into Current Errored Files and All Errored Files. These views allow for quick visibility of active and historical processing errors. |
| Server 2022 | Enhancement | Discovered Files | The Error Status field on the Files tab will now let you know whether a files associated errors are resolved, not resolved, or in the process of being resolved. |
| Server 2022 | Enhancement | Discovered Files | The re-written Error Category field on the Files tab will allow you to group similar processing errors together. These new categories have been written in a way that will better explain why errors occurred and what resulted from them. |
| Server 2022 | Enhancement | Discovered Files | The Error Phase field is now a Single Choice field, which will allow for enhanced filtering capabilities when working with processing errors. |
| Server 2022 | Resolved Defects | Errors | Additional processing error messages have been re-written in a clear, user-centered format. |
| Server 2022 | Resolved Defects | Processing Sets | The order of Processing Source Locations when creating Processing Data Sources is now displayed based on the order values chosen in the Admin Choices tab. |
| Server 2022 | Enhancement | Short Message Viewer | Conversations Display field - If not available, populate with ‘Untitled’ |
| Server 2022 | Enhancement | Short Message Viewer | Participant Display field - Fall back value includes ‘email’ value, then 'account_id'. If neither are available, populate with ‘Unnamed [id]’, where id is the participant.id field |
| Server 2022 | Resolved Defects | Discovered Files | OR expressions now function as expected on the Deleted Documents view on the Files tab. |
| Server 2022 | Resolved Defects | Discovery | Fixed a defect that could result in incomplete extracted from Lotus Notes emails. |
| Server 2022 | Enhancement | Analytics Indexes | Analytics Index are now converted to Aero styles with a simplification of the settings layout and console areas. |
| Server 2022 | Resolved Defects | Analytics Indexes | Saving Analytics Index changes can take 10 seconds to complete with no progress feedback. |
| Server 2022 | Enhancement | Analytics Indexes | Analytics Indexes no longer include the options to continue index builds to completion and remove documents in error. Analytics Index builds will now default to completing past population and will automatically remove documents in error. |
| Server 2022 | Resolved Defects | Name Normalization | Name normalization now generates a document error when an email segment contains more than 50,000 characters in one of the recipient fields. |
| Server 2022 | Resolved Defects | Mass Operations | The manage button for the Mass edit popup will now appear for multi-choice field. |
| Server 2022 | Enhancement | Short Message Viewer | Google Chat Icon Now supported. If an RSMF contains data from Google Chat, and the 'platform' field's value is such, the Viewer will display the Google Chat icon for that conversation. Imaging will also use the Google Chat icon when imaging. |
| Server 2022 | Enhancement | Short Message Viewer | Empty Scenarios Display for Attachments - When imaging an RSMF document that is missing attachment name, we have changed the title of the attachment from "Untitled" to "Missing." |
| Server 2022 | Enhancement | Short Message Viewer | Empty Participant Display Scenario - If the display name is missing, we will now show "Undisclosed Participant" now in the image |
| Server 2022 | Enhancement | Short Message Viewer | When conversations or timestamps were missing, we now display RSMFs instead of failing the Viewer. Missing conversations are reconstructed from other info in the file. Missing timestamps called out on each event where it's missing, and shown at the top of the associated conversation. |
| Server 2022 | Enhancement | Short Message Viewer | Viewer no longer fails and now displays when any of the following data is missing: Reaction Value, Conversation ID, Event Type, Attachment ID. |
| Server 2022 | Enhancement | Lockbox Notifications | All members of the new "Security Notifications" group will receive an email notification when Relativity staff are granted access to a workspace. Members will also receive notifications when they are added or removed from the group. |
| Server 2022 | Enhancement | Structured Analytics | Email threading now considers white space in attachment text during duplicate spare analysis. |
| Server 2022 | Enhancement | A user on the HTML Viewer that does not have permissions to any of the "Markup Sets" will now get an error if trying to select "Include Redactions" or "Include Highlights" when creating a PDF from the HTML viewer. | |
| Server 2022 | Enhancement | The PDF application was enhanced to provide a more meaningful message when an error occurs while a user is downloading the resulting file. | |
| Server 2022 | Enhancement | The PDF mass operation was updated to better support the download of large files. This includes supporting browser to display download progress and better management of interruptions during the download process. | |
| Server 2022 | Enhancement | When converting images to searchable PDFs, the OCR timeout is no longer limited to 3600 seconds. This applies for both Mass PDF and on-the-fly PDF operations. | |
| Server 2022 | Enhancement | When hovering the mouse over the PDF icon in the Review interface, clients will now see a tool tip with the text: "Create PDF." | |
| Server 2022 | Enhancement | The PDF application was optimized to provide a better experience when users cancel PDF jobs. This includes UI and error messages enhancements. | |
| Server 2022 | Enhancement | Customers and developers will now receive a message about what properties are incorrectly set to null instead of receiving Null reference exception messages when working with the PDF Profile APIs. | |
| Server 2022 | Enhancement | The PDF application was optimized to better handle concurrent jobs. | |
| Server 2022 | Enhancement | The PDF mass operation now supports conversion of native files into PDFs that can be reviewed in Relativity in a new PDF viewer. The new PDF viewer does not support applying redactions directly to the PDFs. Users can also use the PDF mass operation to delete those stored PDFs. | |
| Server 2022 | Enhancement | The PDF profile now supports the following new options: new page level branding options, defining the resulting paper size when converting natives to PDFs, and the ability to include comments and track changes for Microsoft Word documents. These options are available when the user wants to download the resulting PDFs or store them in Relativity for review. | |
| Server 2022 | Enhancement | Imaging | The Image mass operation now supports conversion of PDFs that are stored in Relativity into images for redactions. You can also convert those images back to stored PDFs if needed using the PDF mass operation. |
| Server 2022 | Enhancement | RDC supports searchable PDF file export (native documents converted to Searchable PDFs in RelativityOne, can now be exported to local drive). Feature was initially released to AUS market as part of Mayapple. but is now available globally. | |
| Server 2022 | Resolved Defects | Legal Hold | The Custodian Change report can now only be run as a scheduled report. This change ensures long running reports containing a large amount of data will complete as expected. |
| Server 2022 | Enhancement | Publish | You can now republish your published files as needed. If case requirements change, or you simply need to map additional fields, you can use a mass operation to republish the files in no time. |
| Server 2022 | Resolved Defects | Post-Publish Delete | When you delete a folder from Review, you will see the Processing deletion warning in the Delete confirmation modal. |
| Server 2022 | Resolved Defects | Post-Publish Delete | You can now delete a folder from Review when the folder contains documents originating from Processing. |
| Server 2022 | Resolved Defects | Post-Publish Delete | You can now filter as expected on the Processing Deletion? field on the Files tab, including within the Deleted Documents view. |
| Server 2022 | Resolved Defects | Production Sets | Producing a production under the Existing Production Numbering setting will no longer get stuck in the Apply Bates stage. |
| Server 2022 | Enhancement | Field Catalog | Added four new fields to the Field Catalog to support the new processing error handling workflow. These new fields are, "Error Category", "Error Phase", "Error Message", and "Error Status". |
| Server 2022 | Resolved Defects | Discovery | Processing errors arising from low disk space on workers has been improved to better reflect the actual nature of the problem. |
| Server 2022 | Resolved Defects | Lotus Notes | Resolved an issue where password protected Lotus Notes could become locked in processing if the correct password was not among the first few listed in the password bank. |
| Server 2022 | Enhancement | Lotus Notes | Improved processing of larger Lotus Notes NSF files resulting in fewer timeouts and increased processing speed. |
| Server 2022 | Resolved Defects | Publish | Documents that have no extracted text will no longer occasionally result in a publishing error. |
| Server 2022 | Resolved Defects | OCR | OCR will no longer fail on images that has a space in the file path |
| Server 2022 | Resolved Defects | Imaging | The creation of the ContextContainer was updated to no longer request an OnBehalfOfTOken each time. It is now created on demand, only when needing to audit. |
| Server 2022 | Resolved Defects | Discovered Files | When changing views in the Discovered Files tab, the proper view conditions are now applied to any pivots within the currently displayed dashboard. |
| Server 2022 | Enhancement | Discovered Files | The Errored Files view in the Discovered Files tab will be available to display all Discover and Publish file level errors that occur during Processing. This view will simplify how errors are interacted with in Relativity with the addition of singular Error Message and Error Phase fields that will display the most important error at that moment. |
| Server 2022 | Enhancement | Discovered Files | The individual Discover Error and Text Extraction Error message fields have been removed from the Discovered Files tab. In their place will be displayed a combined Error Phase field which will indicate the phase of which a file has encountered an error in. |
| Server 2022 | Enhancement | Discovered Files | The Details modal in the Discovered Files tab has received Aero style updates. |
| Server 2022 | Enhancement | Export Application API | A new RESTFul API to export applications from workspaces as RAP files is now available making application development faster. |
| Server 2021 | Enhancement | Collect | The monitoring page now displays all queued jobs under the "Queued" column. Jobs that have been created, but not started or queued no longer display on the monitoring page. |
| Server 2021 | Resolved Defects | Case Metrics | Resolved Reviewer Statistics script was returning incorrect results. Resolved defect querying fields that contained special characters. Script compatible with Server 2021 and below. |
| 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 | 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 | 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.
|
| 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. |
| 10.3.287.3 | Resolved Defects | Discovery | Invariant now correctly extracts all attachments from email files (EML) that do not adhere to format specifications by having a mixture of non-matching carriage returns and line feeds separating the attachments. |
| 10.3.287.3 | Resolved Defects | Authentication | Google will be releasing an update to Chrome on February 3rd has the potential to degrade authentication into RelativityOne via Okta. Normally, users have 5 minutes to complete their authentication in the system (meaning provide usernames and passwords and then complete second-factor verification via Okta). With the new change, this window will be reduced to 2 minutes for an unspecified grace period by Google and then, ultimately eliminated completely. |
| 10.3.287.3 | Enhancement | Authentication | System Administrators and Developers will have the ability to create an OpenID Connect Authentication Provider and specify which scopes they would like their Identity Provider to give them, so that it is much easier for the administrators to manage a users Login Method. |
| 10.3.287.3 | Resolved Defects | Searching | When modifying the Order of Active field on a Keyword Search index, the desired setting change applied now correctly applies to the selected index. |
| 10.3.287.3 | Resolved Defects | Audit | When running Reviewer Statistics on a specific date range more than once, the correct usage metrics' values correctly displays in the report. |
| 10.3.287.3 | Enhancement | Legal Hold | There is now a Relativity Legal Hold Preservation Agent that 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. |
| 10.3.287.3 | Enhancement | Infrastructure | Processing now supports Solidworks eDrawings 2020. |
| 10.3.287.3 | 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. |
| 10.3.287.3 | Enhancement | Discovery | We have improved the performance of Discovering smaller zip files. |
| 10.3.287.3 | Resolved Defects | Discovery | We have improved the stability of Discovering zip files. |
| 10.3.287.3 | Enhancement | RelativityOne Repository Workspace | Imaging and OCR functionality now available. |
| 10.3.287.3 | Enhancement | ARM | Zip compression will be removed with Goatsbeard 2. As a consequence, both *CompressionLevel* and *MaxArchiveFileSize* Instance settings no longer exist. Note: Legacy compressed archives performed by ARM are still supported (read and decompression) and ARM will detect that the archive has been compressed previously. This impacts both Relativity Server (10.3.2) and RelativityOne. |
| 10.3.287.3 | Enhancement | ARM | The *AgentThreadCount* instance setting no longer exists from kCura ARM section. The default number of agents will be 12 with one thread per each agent as this gives the best performance for parallel ARM jobs. We do not recommend to increase the number of agents above 12 as the most effective setting is anything between 6 and 12. This change impacts both Relativity Server (10.3.2) and RelativityOne. |
| 10.3.287.3 | Resolved Defects | Relativity Desktop Client | Customers that have more than 10 file shares can now export in Aspera mode from file share 10 or greater when there are artifacts that are contained in \\files. |
| 10.3.287.3 | Resolved Defects | Relativity Desktop Client | Customers can now import files with RDC when the (delimiter || quote) is white space. |
| 10.3.287.3 | Resolved Defects | Relativity Desktop Client | Customers with client domains enabled can use Aspera on the Utility Virtual Machine (UVM). |
| 10.3.287.3 | Resolved Defects | Relativity Desktop Client | Removed discrepancy between processed count and exported count when export is successful. |
| 10.3.287.3 | Resolved Defects | Relativity Desktop Client | In Web mode, missing files in a workspace causes an error message to display. |
| 10.3.287.3 | Enhancement | Relativity Desktop Client | The file transfer mode status is disabled when copying images and natives are both disabled. |
| 10.3.287.3 | Resolved Defects | Discovery | Corrected an issue where extracted text was getting corrupted when an emoji was present in an email file. |
| 10.3.287.3 | Enhancement | Legal Hold | You can now select .CSV for the output format for the Questionnaire Responses Export report. |
| 10.3.287.3 | Resolved Defects | Legal Hold | You can now ARM Restore Workspaces containing Legal Hold Scheduled Communications. |
| 10.3.287.3 | Resolved Defects | Legal Hold | New Preservation Holds will no longer remain in a "Pending" state if the initial Preservation Case creation attempt fails. |
| 10.3.287.3 | Resolved Defects | Searching | When the 'Include dtSearch' setting is set to 'Yes' during an ARM Archive, Restoring the workspace will now correctly include the dtSearch indexes as active. |
| 10.3.287.3 | Resolved Defects | Relativity Scripts & Utilities | The Case Metrics application now enters the correct timezone for both the last 7 days and Last Week selection when the Audit application is installed on the selected workspace. |
| 10.3.287.3 | Enhancement | Searching | dtSearch Index Worker agents now include logic to handle sub-index failures without causing the agent to become disabled. |
| 10.3.287.3 | Enhancement | RDO Framework | The new Field Manger API includes multiple operations for programmatically working with field types supported by Relativity, including multiple choice, fixed length text, date, and other fields. It exposes methods for create, read, update, and delete operations on fields. It also provides helper methods for retrieving available object types, views, keyboard shortcuts, and other information about properties that you can set on fields. These methods are available on the IFieldManager Interface in the Relativity.Services.Interfaces.Field namespace. The classes and enumerations supporting this functionality are available in the Relativity.Services.Interfaces.Field.Models namespace. |
| 10.3.287.3 | Enhancement | ADS | The new Library Applications Manager API includes multiple operations for working with applications supported by Relativity. It exposes methods for create, read, update, and delete operations on Applications. Apart from providing asynchronous helper methods for retrieving application install status and retry application installs, additional helper methods are newly available for retrieving workspace installation details, installation results, and errors and to cancel application installs. These methods work across the ILibraryApplicationsManager and IApplicationInstallManager interfaces. The classes and enumerations supporting this functionality are available in the Relativity.Services.Interfaces.LibraryApplication namespace |
| 10.3.287.3 | Enhancement | Admin Operations | New web and cloudy-friendly RESTful APIs for Matter are now available, and it's responsible for performing C.R.U.D operations; it includes all business logic and rules captured when a Relativity administrator manages matters in the Relativity interface. |
| 10.3.287.3 | Enhancement | Audit | Data Grid Audit Migrator agent now includes additional error handling to reduce the possibility of the agent disabling due to failed migrations. |
| 10.3.287.3 | Resolved Defects | Searching | A notification displays if you are incorrectly entering Keyword Search syntax. The error reads, "Invalid syntax in Keyword Search query." |
| 10.3.287.3 | Resolved Defects | Structured Analytics | Increased the quality of parsing email headers during Name Normalizations to improve the identification and grouping of unique entities and aliases. |
| 10.3.287.3 | Enhancement | Transfer Mode UI | The Transfer Mode UI displays multiple transfer modes based on configurations and displays "Pending" when it's determining the mode. |
| 10.3.287.3 | Enhancement | ARM |
With Goatsbeard 0 release the following warning message will be displayed on ARM jobs tab for the customers using recurring jobs: "Please be notified that starting Indigo release (1/4 - 1/18/2020), Execution Type: Recurring functionality will be removed from ARM. Please cancel all existing recurring jobs in advance as they will not be executed after Indigo release." Starting Goatsbeard 0 release there will be no possibility of adding new recurring job neither editing the existing one. See ARM documentation for details. |
| 10.3.287.3 | Resolved Defects | Telemetry |
The Telemetry Application had the Global Application flag added to it. This should prevent it from being installed into workspaces. It was possible for clients to have already installed it in workspaces and they will need to uninstall it from the workspaces when upgrading to 10.3 or higher. (Clients should uninstall it from workspaces even if they are not upgrading. It does not need to be in workspaces.) How to: 1. Log into the instance front end as a System Admin user. 2. Change the Instance setting "DeveloperMode" in section "Relativity.Core" to True 3. Go to the Application Library tab and click on "Relativity.Telemetry", this will show you a list of workspaces the app is installed in. 4. For every workspace the app is in: * Go to the workspace's "Relativity Application" tab * Click the Relativity.Telemetry application * Unlock the application via the button. * Uninstall the application via the button. * Verify the uninstall via the button. * Uninstall the application via the button 5. After the app has been uninstalled from every workspace, go back and change the Instance setting "DeveloperMode" in section "Relativity.Core" to False |
| 10.3.287.3 | Resolved Defects | Workspace Portal | The Workspace Portal now properly respects the permission, “Workspace Portal Services Permission.” |
| 10.3.287.3 | Resolved Defects | Relativity Scripts & Utilities | The Data Grid Text Migration application now batches the Field setup query to correctly handle large case migrations. |
| 10.3.287.3 | Enhancement | Relativity Scripts & Utilities | The Breakage Report is now exportable to either CSV or XLSX via the export link at the top of the list. |
| 10.3.287.3 | Enhancement | Relativity Scripts & Utilities | The Breakage Report now includes two columns containing the operators and the searchable text used to create the Saved Search. |
| 10.3.287.3 | Enhancement | Relativity Scripts & Utilities | The Data Grid Text Migration application now automatically creates a copy index of any active dtSearch index that uses the deprecated <All Documents in Workspace> Searchable Set. The system created index creates a Saved Search that includes the same fields as the <All Documents in Workspace> Searchable Set. You can use the Index Swap button in the dtSearch index console to update any existing Saved Searches using the original dtSearch index that are no longer valid. |
| 10.3.287.3 | Enhancement | Relativity Scripts & Utilities | The Data Grid Text Migration application will now automatically start any jobs that are in a Pending state that can be found in the Text Migration Jobs tab. For workspaces ARM Restored into RelativityOne, this feature will automatically created a job and execute on the Extracted Text field to migrate to Data Grid. |
| 10.3.287.3 | Enhancement | Relativity Scripts & Utilities | When selecting the Start Job button or Retry Errors button in your Data Grid Text Migration job, your job will be added to the queue to begin as soon as any running or pending jobs complete. |
| 10.3.287.3 | Enhancement | Short Message Viewer | We’ve made UI changes to the Short Message Viewer to improve layout specifications, participant list badge colors, skin style, conversation header, and date and conversation breaks. |
| 10.3.287.3 | Enhancement | Assisted Review | The Coded Documents count is no longer reported on the Active Learning Viewer. |
| 10.3.287.3 | Resolved Defects | Assisted Review | We now provide a notification on an Active Learning project that a Classification Index is inactive after you manually cancel population. |
| 10.3.287.3 | Enhancement | Assisted Review | The Active Learning viewer now supports undocking the viewer, swapping panes, a standalone viewer, and backward document navigation. |
| 10.3.287.3 | Enhancement | Assisted Review | The Review Statistics tab now contains a section called Model Updates, which contains a history of Active Learning model builds. |
| 10.3.287.3 | Enhancement | Assisted Review | In the documents tab, you can now run a search against a classification index to quickly return documents of a certain rank or within a range of ranks from an Active Learning Project. |
| 10.3.287.3 | Enhancement | Assisted Review | By default, the Document List view that is generated when an Active Learning Project is created is now sorted on the Reviewed On field in ascending order. |
| 10.3.287.3 | Resolved Defects | Conceptual Analytics | You now need the View permission on Analytics Indexes to perform a search with the conceptual and classification search providers. |
| 10.3.287.3 | Enhancement | Structured Analytics | When you run name normalization, we now automatically merge entities with the same first name and last name values rather than creating duplicate entities of the same name with a number suffixed to the end. |
| 10.3.287.3 | Enhancement | Structured Analytics | When you run name normalization, we now automatically merge entities that are identified with existing entities created by Processing, Legal Hold or Case Dynamics when their first name and last name values match. |
| 10.3.287.3 | Resolved Defects | Searching | We fixed an issue in which editing a modified but unsaved saved search from the search browser context menu loaded unsaved modified conditions instead of previously saved conditions. |
| 10.3.287.3 | Resolved Defects | List Page | We fixed an issue in which the Item List didn't load as a result of an erroneous query to generate a visualization dashboard. |
| 10.3.287.3 | Resolved Defects | Mass Operations | We fixed an issue in which customers would see unexpected results when performing mass operations with custom search providers (dtSearch, Keyword) against saved searches with relational fields included. |
| 10.3.287.3 | Enhancement | Searching | The Save As action on an existing saved search now prompts the user with a modal to update the name of the search. |
| 10.3.287.3 | Enhancement | Searching | You are now able to copy existing conditions cards in the search panel with one click via a copy icon. |
| 10.3.287.3 | Enhancement | Searching | The saved search form in the saved search browser now launches in a modal with updated styling. |
| 10.3.287.3 | Enhancement | Review | Secondary buttons on Relativity Forms Modals have been updated with a secondary button style. Delete buttons have been updated with a destructive button style. |
| 10.3.287.3 | Enhancement | Review | The timeline in the Short Message Viewer now persists any sizing changes applied while you review SMS documents. |
| 10.3.287.3 | Enhancement | Review | The Short Message Viewer now takes your current Viewer type into account when opening attachments. |
| 10.3.287.3 | Enhancement | Review | You can now fully collapse and hide the timeline in the Short Message Viewer. |
| 10.3.287.3 | Enhancement | Review | The Review Interface now displays the Relativity logo while it is loading the Outside In Viewer. |
| 10.3.287.3 | Enhancement | Review | The Short Message Viewer now supports zoom functionality. |
| 10.3.287.3 | Enhancement | Legal Hold | There is a new Task object that allows you to create work tasks and associate them to any project. You can assign tasks to Project Members (not Custodians), who are people assigned a Role that has the Project Member system tag enabled. |
| 10.3.287.3 | Enhancement | Legal Hold | You can now add Project Members to any project by assigning a role that has the Project Member system tag enabled. Project members can be assigned tasks, but they can't be placed on holds within a given project. |
| 10.3.287.3 | Enhancement | Legal Hold | You can now customize custodian pickers by setting which columns to display, including custom fields, as well as the column order, the default width, and the column header text. You can also access picker configurations under the Item Selectors menu option in the Legal Hold Settings. |
| 10.3.287.3 | Resolved Defects | Processing Administration | In instances where Lockbox is enabled, on the worker monitoring tab, when a user views a worker thread for a workspace they do not have access to, status fields will display "Item Secured" instead of the previous message "Failure retrieving processing data." |
| 10.3.287.3 | Resolved Defects | Infrastructure | When a Processing DeleteBatch job with a large amount of data is executing, Worker Status information will be correctly reflected in the Relativity Servers and Worker Monitoring tabs. |
| 10.3.287.3 | Resolved Defects | File Handlers | Processing now supports Encrypted ALZ (AlZip) files. |
| 10.3.287.3 | Resolved Defects | Errors | Password Protected ALZ files will now throw the proper error message when Processing is unable to decrypt them. |
| 10.3.287.3 | Resolved Defects | Errors | When attempting to extract text or open email/MSG files when Processing, we attempt to open the file from disk if opening it from memory fails, which should lead to less out of memory issues when Processing email files. |
| 10.3.287.3 | Resolved Defects | Discovery | Certain HWP files with embedded scripts could cause processing jobs to become stuck. This has been fixed. |
| 10.3.287.3 | Resolved Defects | Discovery | Some Microsoft Office and Open Office files were incorrectly identified as container (zip) files, if the XML files that defined their contents were UTF-16 encoded instead of UTF-8. This has been fixed. |
| 10.3.287.3 | Resolved Defects | Discovery | Some HTML formatted emails are handled more similarly to how Outlook handles them; emails with content before the HTML tag have the important content shifted to the body tag of the email, leading to emails with proper extracted text content. |
| 10.3.287.3 | Resolved Defects | Discovery | Fixed an issue where the 'Comments' metadata for DOCX files was being captured as 'Office/Description' instead of 'Office/Comments'. |
| 10.3.287.3 | Enhancement | Discovered Files | You can now create widgets and dashboards to visualize discovered data prior to publish. In addition, you can export the list view. |
| 10.3.287.3 | Resolved Defects | Publish | Time Zones on the Processing Data Source and the Worker server now function properly, eliminating job level publish errors caused by mismatched values. |
| 10.3.287.3 | Resolved Defects | Discovery | BCC/CC/To fields are now parsed properly even when the length is greater than 8192 bytes. |
| 10.3.287.3 | Resolved Defects | Publish | When a stuck job is resolved and the agent is back up, Publish jobs now properly resume. |
| 10.3.287.3 | Resolved Defects | Processing Agents | The Processing Set Manager agent's activity messages will now correctly refer to the Processing Data Sources rather than Processing Sets. |
| 10.3.287.3 | Enhancement | Relativity Desktop Client | On the Workspace Details, the console now has a link for downloading the Relativity Desktop Client. |
| 10.3.287.3 | Enhancement | Installation enhancements | The RDC installer is now available as an .exe file. It is now called Relativity.Desktop.Client.Setup.exe. |
| 10.3.287.3 | Enhancement | Installation enhancements | The RDC installer now checks for the software prerequisites. If you're missing any of the prerequisites, your computer must have Internet access so that the RDC installer can fetch the required software. If your computer doesn't have Internet access, the RDC installer can't retrieve the necessary software, so the installation fails. |
| 10.3.287.3 | Enhancement | Installation enhancements | The RDC installer supports both 32-bit or 64-bit machines, so you don't need to select an installer based on the operating system type. It now detects the processor type for your computer and automatically installs the appropriate software. |
| 10.3.287.3 | Enhancement | Installation enhancements | The RDC installer includes an updated, streamlined look and feel. It also has a checkbox labeled "This application will be used with RelativityOne." This checkbox replaces the previous one labeled "Enable firewall rules on this computer." |
| 10.3.287.3 | Enhancement | Installation enhancements | Relativity.Desktop.Client.exe is now the name of the executable for the RDC. |
| 10.3.287.3 | Enhancement | Upgrading | When you upgrade to Goatsbeard and higher releases, the RDC installer preserves any existing app.config settings that you were using for the RDC. |
| 10.3.287.3 | Enhancement | Relativity Desktop Client | To minimize the need to reinstall new versions of the RDC, the RDC has been redesigned to work across multiple releases. The RDC available in this release supports Relativity versions from Bluestem through Goatsbeard. |
| 10.3.287.3 | Enhancement | Relativity Desktop Client | The RDC installer includes updated messaging for software compatibility checks and provides a compatibility URL. |
| 10.3.287.3 | Enhancement | Transfer Mode UI | The Transfer Mode UI displays multiple transfer modes based on configurations and displays "Pending" when it's determining the mode. |
