Release updates | Review patch releases once a month. | |
Training and support | Review the Infrastructure Study Resources. | |
Review Relativity documentation. | | |
Explore the Relativity Community. | | |
Configuring Windows server | Review the guidelines for Configuring Windows server for optimal performance. | |
Review the Microsoft Windows server service packs and verify the latest pack is installed. | | |
Review the guidelines for Configuring Windows server and configure them for high performance. | | |
Configure Windows visual effects for high performance. | | |
Configure Windows processor scheduling. | | |
Set up automatic disk defragmentation based on the guidelines for Windows NTFS fragmentation | | |
Manually set the size of the paging file to 4095 MB or higher based on the guidelines for Configuring virtual memory. | | |
Exclude the SQL Server, agent server, web server, Analytics indices, dtSearch indices, and the file repository from the antivirus software based on guidelines for the Antivirus directory exclusion list. | | |
Create a management server with SSMS and the RDC based on the guidelines for the Management server. | | |
Configuring SQL Server | Review the details for Configuring SQL Server for optimal performance. | |
Set the Optimize for ad hoc workloads option. | | |
Set the Max degree of parallelism option. | | |
Optimize the TempDB database. | | |
Set SQL maximum server memory. | | |
Enable Instant file initialization. | | |
Set the File allocation unit size. | | |
Review the Microsoft SQL Server service packs requirements and verify that the latest pack is installed. | | |
Set Autogrowth settings settings for SQL Server files. | | |
Review RAID levels and SQL Server storage options: - Verify that the tempdb data files reside on the fastest disks.
- Verify that data, log, full-text, and tempdb files reside on separate disk volumes.
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Configuring the Analytics server | Never set the Java maximum (-Xmx) to be less than the Java minimum (-Xms). To learn more, see Configuring the analytics server. | |
Review the details for Configuring the Analytics server to configure an Analytics temporary directory. | | |
Review Index directory requirements requirements and store the Analytics index locally, if possible. | | |
Setting up your workspace | Ensure you are following best practices while Setting up your workspace. | |
| Review Fixed-length vs. long text field types and ensure to use fixed-length fields when possible. | |
| Review Fixed-length text field considerations and set your fixed-length text fields to the appropriate size. | |
| Review Unicode support and define the Unicode Enabled field property prior to import. | |
| Review details on Data imports and ensure you are not running the Relativity Desktop Client on a Relativity production server. | |
| Follow best practices for Views and searching. | |
| Review details on using the Tally/Sum/Average mass operation and create indexes on groups that you Tally on. | |
| Create a non-clustered index on fields that are being used for Group by for Pivot. | |
| Learn how to use various User notifications methods. | |
Monitoring environment performance | Review guidelines for Monitoring environment performance. | |
Review Monitoring environment performance and ensure you have the right amount of memory when creating indexes. | | |
Perform Windows and SQL Server log analysisand set up these alerts for SQL and Windows server logs: - Low disk space on the servers
- Server becomes unresponsive
- Website becomes unavailable
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Review Analytics performance considerations. | | |
SQL Server table index fragmentation Understand, identify, and remove fragmentation. | | |
Monitoring disk usage Measure disk latency. | | |
Gather benchmarks for Relativity servers' Resource utilization. | | |
Review Monitoring environment performance. | | |
Managing your Relativity environment | Review maintenance plan recommendations. | |
Create SQL backups for: - Relativity system databases
- Relativity system database logs
- System databases and logs
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Verify backup integrity is selected for Full backups. | | |
Set up SQL recovery models. | | |
Create Relativity data backupsfor: - dtSearch and Analytics index shares
- Relativity web server install directories
- Native and image file shares
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Schedule a weekly Check Database Integrity task. | | |
Perform SQL table index management and schedule the IndexOptimize smart script for index and statistics maintenance.
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Review recommendations for Updating statistics to improve query performance. | | |
Review the Database log management recommendations. | | |
Review the Shrink Database task and ensure that AUTO_SHRINK is not enabled.
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Set up SQL Database Mail on all Relativity SQL Servers and add Job email notification alerts to all scheduled Relativity maintenance tasks. | | |
Perform Workspace management and maintenance on workspaces with 500,000+ records. | | |
Perform an Analysis of long running queries and try to optimize long-running queries. | | |
Set up Full-text index management. | | |
Manage the Audit record table, if needed. | | |
Expanding your Relativity environment | Review ways of Expanding your Relativity environment. | |
Scale Agents as needed. | | |
Create a dedicated web server for Relativity Desktop Client import or export. | | |
Create a dedicated agent server for the dtSearch Expanding your Relativity environment. | | |
Set up Expanding your Relativity environment to add additional servers for increased throughput and performance as needed. | | |
Increase Physical memory on the SQL Server(s), if needed. | | |
Create Distributed Relativity SQL Servers, if needed. | | |
Set up Web load balancing, if needed. | | |
Create Terminal services servers, if needed. | | |
Test the capacity of a network connection with the Expanding your Relativity environment. | | |