Remove documents from batch sets

The Remove documents from batch sets solution removes all documents within a saved search of each batch set you specify.

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Before you begin

This Relativity application removes all documents within a saved search of any batch set you identify while running the solution. Review the following information before proceeding:

Supported versions

This solution is supported in Relativity 8.2 - Server 2023.

Click on any of these links to download the appropriate version from the Relativity Community:

Solution version Supported Relativity version
4.1.1.1 Server 2021 - Server 2023

Components

This solution consists of the following components:

  • Console event handler
  • Manager agent
  • Worker agent
  • Custom job RDO
  • Custom page
  • Relativity application

Considerations

  • When using a batch set with auto-batch enabled, ensure batching completes before using the batch set with this solution.
  • Purging a batch set or the records from a job, while it’s in progress, results in an error.
  • Selecting a saved search that contains no documents results in a job with an error status.
  • Custom components may not exhibit the same performance and behavior as native Relativity features.
  • While each solution is carefully built and thoroughly tested to work on your version of Relativity, they aren't considered core features, and aren't eligible for the same level of support as the Relativity platform.

Deploying and configuring the solution

To deploy and configure the Remove documents from batch sets solution in your workspace, you must perform the following steps:

  • Add the application to your application library and install to the desired workspace(s).
  • Install manager and worker agents.

Add application to the application library

To deploy the solution, you first add it to the Application Library as a Relativity application. You can then install it from the Application Library to one or more workspaces.

To add the solution to the Application Library:

  1. Log in to Relativity.
  2. Navigate to the Application Library tab.
  3. Click Upload Application.
  4. Click Select File.
  5. Navigate to and select the application file included in the solution, and then click Open.
  6. Click Save to upload the file to the Application Library.

To add the solution to a workspace:

  1. In the Workspaces Installed section, click Select to install the application to one or more workspaces.
  2. Select the workspace(s) where you want to install the application, and then click the Move select to the right icon.
  3. Click Apply.
    The application is installed to the selected workspace(s). A list of workspace(s) where the application has been installed displays in the Workspaces Installed section.

Install manager and worker agents

To install the required manager and worker agents, perform the following steps:

  1. Navigate to the Agents tab.
  2. Click New Agent.
  3. Click Select in the Agent Type field.
  4. Locate the RDFB Manager agent, select it, and then click Set.
  5. Click Select in the Agent Server field.
  6. Select the agent server on which you want the agent to run, and then click Set.
  7. Set the Run Interval to 5.
  8. Set the Logging level to the desired logging level.
  9. Click Save. The agent appears in the Agents tab with the name RDFB Manager.
  10. Repeat the same process to add the RDFB Worker agent.

Note: This solution supports a maximum of 10 manager agents and 10 worker agents.

Running the solution

To run the solution in your workspace, perform the following steps:

Create a new job

  1. Navigate to the RDFB Job tab.
  2. Click New RDFB Job.
  3. Enter a Name for the job and complete the remaining fields as desired.
  4. Click Save.

Configure the job

  1. Select the job you created.
  2. Click Configure Job on the Manage Job console.
  3. Select the saved search containing the documents you want to remove.
  4. Select the batch sets you want those documents removed from.
  5. Click Save.
  6. Click Submit Job in the Manage Job console.

3.1.1 Canceling a job

The Cancel Job button enables on the Manage Job console whenever the current job is in progress. When you click Cancel Job, the agent finishes its current batch of up to 25,000 documents before fully canceling the job.

3.1.2 Purging a job

The Purge Job button enables on the Manage Job console whenever a job’s status is Ready, Completed, or Error. When you purge a job, the records from the tables associated with the job delete.

Viewing the results

The job is finished when its status updates to Complete.

The results display in the Message field of the job custom object you created. Results don't display until the job status is marked Ready. Click into a specific job and Refresh the page to update the results.

The following information is displayed in the results window:

(Click to expand)

Support

For additional assistance, contact Customer Support.

Disclaimer

This script is intended for use only in the Relativity versions specified in this document and run under the guidelines presented. While each solution is carefully built and thoroughly tested to work on the versions of Relativity specified in this document, this script is not a core feature of Relativity and is not eligible for the same level of support as the Relativity platform.

In addition, custom components may not exhibit the same performance and behavior as native Relativity features. Custom solutions do not specify permission settings unless explicitly requested by the client.