When you convert a document in Relativity, that conversion job is performed by a dedicated conversion agent.
Relativity 2023 uses a message broker to submit conversion jobs and communicate with your designated conversion agents. You must install the message broker before you run your upgrade to Relativity 2023.
If you have dedicated conversion workers, it's recommended that you re-purpose the dedicated workers as agent servers with a single conversion agent. For more information, see Re-purposing a conversion worker as a conversion agent.
If you have a Tier 1 or similar environment that does not have any Invariant workers dedicated solely to conversion, you can add a conversion agent to an existing agent server. Or you can allocate new hardware dedicated to conversion. For more information, see Adding conversion agents to an environment with no dedicated conversion workers.
Conversion agent considerations
Consider the following about conversion agents when installing or upgrading to Relativity 2023: On a new installation of Relativity 2023, Relativity automatically creates one conversion agent and adds it to the default secondary agent server. You should then add the agent server to the appropriate resource pool.
Re-purposing a conversion worker as a conversion agent
If you have existing Invariant workers that Relativity uses solely for conversion, you can re-purpose your hardware to support conversion agents.
Note: Do not follow these steps if your worker server handles more than just conversion jobs. You still need Invariant workers for other jobs such as Processing, Imaging, and Save as PDF.
To re-purpose a conversion worker as a conversion agent, perform the following steps:
Note: These steps are only required if you're upgrading from Relativity 9.3 or lower, since conversion was performed by a worker in those versions, and only if your worker was designated for conversion.
- Ensure the message broker is installed in the environment.
- Uninstall Invariant on the server in the Windows Control Panel Add/Remove Programs. Doing this uninstalls existing Invariant applications.
- If it's still visible in the Server Management tab in Relativity, delete the old worker from that location.
- Set up a new agent server for conversion agents.
To set up the second agent server, perform the following steps:
- Edit the RelativityResponse.txt file to include only the lines enabled (=1).
- Run the Relativity installer on the machine.
INSTALLAGENTS = 1 in the feature section.
Adding conversion agents to an environment with no dedicated conversion workers
If your environment does not have any Invariant workers dedicated to conversion, you have two options when setting up conversion for Relativity 2023.
Adding a conversion agent to an existing server
You can add a conversion agent to one of your existing servers.
If you use this option, add the conversion agent to one of your lesser-used agent servers. You could also rearrange some of your existing agents between your agent servers, which dedicates more resources to conversion.
For greater control over the resources you allocate to conversion, you can also install a new agent server in a virtual machine and host a single conversion agent on that machine.
Allocate additional hardware to host a new agent server
You also have the option of allocating additional hardware to host a new conversion agent server. To allocate additional hardware, follow these steps:
- Ensure that the message broker is installed in the environment.
- Set up a new, secondary agent server for conversion agents.
To set up a secondary agent server, perform the following steps:
- Ensure that the message broker is installed in the environment.
- Edit the RelativityResponse.txt file to include only the lines enabled (=1).
- Run the Relativity installer on the machine.
INSTALLAGENTS = 1 in the feature section.
