Upgrade considerations for Relativity
This page lists the key system updates for Server 2022 that all customers should be aware of before upgrading. Also included are changes introduced in the two other supported Server versions, 10.3 and Server 2021. To learn more about Aero specific release considerations, visit Upgrade Considerations for Aero UI.
Note: If you are upgrading to Server 2022 from Relativity 6.x-10.2 , contact your Customer Success Manager.
Note: You must install and configure the Relativity Secret Store before installing any other Server 2022 components. For more information, see Relativity Secret Store.
|Server 2022||OCR||When you upgrade to Server 2022 from any previous version, any OCR sets you ran in that previous version will no longer display details such as counts of errored or completed documents. In addition, you are unable to retry the errors resulting from those OCR sets. We recommend that you re-run any OCR sets that are in an errored status after upgrade to Server 2022|
|Server 2022||Scripts||The Delete Empty Case Folders script has been deprecated in Server 2022 and is no longer supported.|
|Server 2022||Conversion Cache Manager||
The new Relativity Document Conversion application and associated public RESTful API endpoints replaces the Cache Manager agent as the solution for clearing conversion cache files. Relativity Document Conversion will only support time-based cache deletion, and the clear cache button will no longer be available on the Cache Location Server page. Although the Cache Manager Agent will still appear on the Agents tab, it is not operational as long as the Relativity Document Conversion application is active. The Cache Manager Agent will be removed altogether in a future release.
There are three agents for the Relativity Document Conversion application:
See the Relativity.Conversion.Cache filter group in the instance settings descriptions topic for information on the settings for these agents.
|Server 2022||Browser compatibility||Beginning in Server 2022, we now support Microsoft Edge.|
|Server 2022||Service Bus||Server 2022 is the last Relativity version that supports Service Bus, as we will be deprecating Service Bus in Server 2023. We recommend that you begin converting from Service Bus to RabbitMQ beginning in Server 2022. You must use RabbitMQ version 3.9.x or 3.10.x. If you intend to use RabbitMQ 3.10.x, you must have Relativity Server 2022 Patch 2 for 12.1.537.3 (released on January 5, 2023) installed, and you must have valid Community credentials to access and download it.|
|Server 2022||Service Host Manager||
You can now enable HTTPS on the dtSearch service, which is a self-hosted web service that runs on any agent server on which the dtSearch Search Manager agent is enabled. Like Service Host, this service is not TLS-encrypted out of the box, but you can now enable this service. For details see HTTPS setup for dtSearch service.
|Server 2022||Disaster recovery||There is a new version of the Disaster Recovery guide for Server 2022 available here on the Relativity Community.|
|Server 2022||Aero UI||The Aero UI is now present in your Server environment. For a list of the key changes introduced with this new UI, see Aero upgrade considerations.|
|Server 2022||Database schema||A number of database schema updates have been made since Server 2021 and you can find those on the Database schema updates table.|
|Server 2022||.NET 4.7.2 or 4.8||Beginning in Server 2022, we now require .NET 4.7.2 or 4.8. For details, see Upgrading to .NET 4.7.2 or 4.8.|
|Server 2022||Internet Explorer support||Beginning in Server 2022, Relativity no longer supports Internet Explorer. This change is reflected in our Compatibility matrix.|
|Server 2022||Analytics server||We now recommend that you use Single Data Directory (SDD) mode only when installing the Analytics server for Server 2022. SDD mode provides for easier data management, a more seamless upgrade path, and fewer incidents for Relativity customers and Support to troubleshoot. For details, see Upgrading or installing your Analytics server.|
|Server 2022||Viewer||The Active X viewer has been deprecated.|
The following agents are new:
|Server 2022||Instance settings||
The following instance settings are new:
|Server 2022||Load balancing APIs||The process for load balancing the APIs has changed due to the migration from the RSAPI to the newer Services APIs. In Relativity Server environments, the newer Services APIs do not require dedicated servers for load balancing. In these environments, any servers dedicated to load balance RSAPI services can be removed from the network. The newer Services APIs use the same base URL for every API. This eliminates the need to toggle base URLs based on your target endpoint.|
|Server 2022||Mass PDF||
|Server 2021||Mass PDF||In Server 2021, we introduced a new optional PDF application that you can use to replace the built-in Save as PDF functionality. Save as PDF mass operation and the Save as PDF on-the-fly operations on the Viewer. This new application includes the following benefits:
The following agents were added in Relativity Server 2021.
|Server 2021||Instance settings||
The following instance settings were added in Relativity Server 2021.
Starting in Server 2021, Invariant requires worker server installation on each worker to function properly. This ensures workers have the appropriate Microsoft Visual C++ 2019 redistributables necessary.
When installing the RPC, the username must be EDDSDBO for Relativity Servercustomers.
Processing leverages OutsideIn as a new text extraction method for Excel, Word, and Powerpoint. OutsideIn does not utilize Microsoft Office APIs to extract text.
|Server 2021||Mobile platform||The mobile application is being deprecated and will be removed from the Apple App Store. Beginning with 10.x.xxx.x, all instances and versions of Relativity Server will no longer be able to log in and gain access on the mobile application.|
|10.3.287.3||Relativity Desktop Client||In the web.config file for the Relativity.Distributed site, the value for the executionTimeout setting is now updated to 20 minutes. During upgrade, the current value for this setting will be overwritten, and set to the new value of 20 minutes.|
Entities with the same first and last name values are automatically merged instead of being created with a number suffix, for example Doe, John (1).
|10.3.287.3||Analytics||Entities identified by name normalization are automatically merged with those created by Legal Hold, Processing, or Case Dynamics when their first and last name values match.|
|10.3.287.3||Imaging||The Print / Save as PDF permission on the Document object is now called Create PDF.|
The following instance setting was added in Relativity 10.3.287.3:
The processing profile now includes a new text extraction fail-over method for Excel, Word, and PowerPoint files. When you select the new Native, fail over to dtSearch, method, Relativity uses the native program to extract text from the file with dtSearch as a backup text extraction method if the native program fails.