What's new in Relativity Server 2021

This page currently provides information on all new or modified functionality in RelativityServer 2021. For new Relativity infrastructure requirements, see What's new in the infrastructure - Relativity Server 2021.

For release notes, see the Relativity release notes.

Active Learning

Active Learning now includes the following enhancements to the Prioritized Review queue and to Prioritized Review.

Prioritized Review queue

The following columns have been added to the Prioritized Review queue review summary on the Review Statistics tab:

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  • Index Health - the number of index health documents reviewed in the Prioritized Review queue. These documents are excluded from the relevance rate calculation.
  • Highest Ranked - the number of highly ranked documents reviewed in the Prioritized Review queue.
  • Highest Ranked Coded [Positive Choice] - the number of highly ranked documents that were coded with the positive designation in the Prioritized Review queue.

For details, see Review Statistics.

Prioritized Review

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. For details, see Prioritized Review.

ARM

You can now review metrics in ARM for Processing including:

  • Duration metrics for each ARM for Processing archive and restore task
  • File copy duration
  • Size of file copy
  • Number of files copied during processing archive and restore tasks

Authentication

The Relativity UI now has a new Scopes field on the Authentication Provider form. This field must be set to openid, but you can also optionally select email or profile as scopes, which enables using different subject claim types for login methods. Custom scopes can be added programmatically through the Relativity APIs.

Additionally, the Subject Claim Type field is now set to the default value of sub. You can update field based on any claims your identity provider supplies.

For more information, see the documentation for your identity provider, such as Microsoft Azure, Okta, or others.

Case Dynamics

Case Dynamics now auto-saves when you link new objects, which reduces the number of clicks you need to complete a task.

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For more information on Case Dynamics, see Case Dynamics.

Choice Editor

With the Choice editor, you can now add choices to the Field forms.

For details, see Choices.

Document Preview Panel

The new Document Preview panel let's you see the content of a single document from the document list so that you can quickly QC documents and production images without jumping in to the full coding process. You can also see a new set of documents after changing a search or get a quick glance so you know what to expect.

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For details, see Document preview panel.

dtSearch

The default dtSearch alphabet file was updated to better manage written Thai and Korean languages.

Field Categories

The new Field Categories feature allows you to quickly access the desired fields when adding conditions in the Search Panel. Once a Field Category has been created, you can link it to multiple fields. You can then select the Field Category when adding conditions in the Search Panel, making the process of selecting fields and using them to apply conditions more efficient and accurate.

Fields

The workflow for creating a new field has been streamlined to make it more user friendly. The New Field window now only displays the Name, Object Type, and Field Type fields, and once you make a selection for those required fields, the remaining fields are displayed below the Field Information section.

For details, see Fields.

Filters

The List and Multilist Filter has been streamlined to make it more user friendly.

  • Select All and Clear have been moved to the top of the filter menu.
  • Filters are no longer automatically selected when opening the List and Multilist Filter to streamline the filtering process.
  • You can now immediately apply a single filter by clicking the Only link in the filter menu.

Mass operations

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. For more information, see Mass PDF.

Processing

  • You can now publish compressed container files and compressed folders with full extraction errors to Relativity.
  • Invariant container handlers now run in 64-bit to enhance processing speeds and prevent stuck jobs.

Production

  • You can now use the Re-produce mass operation to re-produce select documents from a produced production without having to run the whole production again. Re-production jobs store the modified documents and reuse the bates numbers from the original production. Once the re-production job finishes running, the modified documents merge into the existing, original production set; they overwrite the documents that were previously produced. For details, see Re-production.
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  • Using the new Retry Production Job mass operation, you can now retry multiple production jobs from the Production queue. For details, see Retry Production Job mass operation.

Relativity Integration Points

Integration Points users can now select a previously created and mapped integration profile when creating a profile from a template workspace. When creating a new integration profile in from a template workspace, all mapped fields in the template profile are mapped in the new profile.

For details, see Integration Points profiles.

Review

The new EnableUserGroupOptimization instance setting lets you turn-off email notifications for Asynchronous operations to reduce large amount of emails related to each user or group being added into an instance.

  • If EnableUserGroupOptimization is set to yes, a new property, User Group Email Notifications, is added to the Users page with the following options:
    • All emails
    • No emails
    • Only failed operations
  • If EnableUserGroupOptimization is set to No, the user doesn't receive emails when adding or deleting users or groups.

Saved Search

Saved searches now include field categories, which allow you to quickly and accurately apply field conditions to the document list, a saved search, or a view.

Searching

We've made the following searching enhancements to help you better narrow in on critical documents:

  • Field Categories now display only relevant fields to improve the search process, so it’s easier to narrow in on the substance of the matter. For details, see Field Categories.
  • The new Copy mass operations let's you copy Search Terms Reports with all settings and terms included. For details, see Search terms reports.
  • The List and Multilist filter have been streamlined to make it more user friendly.
    • Select All and Clear have been moved to the top of the filter menu.
    • Filters are no longer automatically selected when opening the List and Multilist Filter to streamline the filtering process.
    • You can now immediately apply a single filter by clicking the Only link in the filter menu.

Short Message Viewer

Short Message Filtering allows you to quickly locate and investigate messages leveraging the following data dimensions: conversations, participants, events, and dates. Once you select a filter, the Viewer only displays messages that meet the specified criteria.

For details, see Short Message Viewer.

SQL

Relativity Customer support approves in-place upgrades to SQL 2019. Please read the following considerations to determine if you should upgrade your current SQL Server version to SQL Server 2019:

  • The base operating system of your SQL Server must be at a minimum Windows Server 2016. Any Windows Server version below 2016 will require an EDDS migration to be performed to a server with a proper operating system version and SQL version. Relativity does not support in-place operating system upgrades. Please contact support@relativity.com for an updated EDDS migration guide.
  • SQL Server version lower than SQL 2016 will require an EDDS migration since upgrading to SQL Server 2019 from versions lower than SQL Server 2016 has not been tested by Relativity. Please contact support@relativity.com for an updated EDDS migration guide.

Additional considerations:

  • Each environment is different, research settings that your specific environment may utilize before performing any upgrades.
  • Ensure that you have tested backups before performing any upgrades.
  • Although an in-place SQL upgrade is supported by Relativity. Performing an EDDS migration is the cleanest way to perform a SQL upgrade.