

Publishing files to a workspace is the step that loads processed data into the environment so reviewers can access the files. At any point after file discovery is complete, you can publish the discovered files to a workspace. During publish, Relativity:
Note: For details on deleting files after publishing, see Post-publish delete.
Use the following guidelines when publishing files to a workspace:
Note: Your environment has been enabled to dynamically scale your Invariant worker servers dependent on load. Sustained activity is automatically detected by the system, and Relativity will add workers to handle this work. Once the work is done, they will automatically scale back down. This feature is continually being improved to be smarter about when we add workers and how many we add.
The following is a typical workflow that incorporates publish:
Note: The
To publish files, click Publish Files. You only need to manually start publish if you disabled the Auto-publish set field on the profile used by this processing set.
Note: When processing documents without an actual date, Relativity provides a null value for the following fields: Created Date, Created Date/Time, Created Time, Last Accessed Date, Last Accessed Date/Time, Last Accessed Time, Last Modified Date, Last Modified Date/Time, Last Modified Time, and Primary Date/Time. The null value is excluded and not represented in the filtered list.
When you click Publish Files, you see a confirmation message containing information about the job you are about to submit. If you have not mapped any fields in the workspace, the message reflects this. Click Publish to proceed or Cancel to return to the processing set layout.
Consider the following when publishing files:
The following table provides the recommended values for each instance setting per environment setup:
Environment setup | ProcessingMaxPublishSubJobCountPerWorkspace | ProcessingMaxPublishJobCountPerRelativitySQLServer |
---|---|---|
Tier 1 | 3 | 7 |
Tier 2 | 6 | 12 |
RelativityOne baseline | 3 | 7 |
Note: Once you publish data into Relativity, you have the option of exporting it through the Relativity Desktop Client.
When you start publish, the Publish Files button changes to Cancel. You can use this to cancel the processing set. For more information, see Canceling publish.
The following graphic and corresponding steps depict what happens behind the scenes when you start publish. This information is meant for reference purposes only.
Note: Publish is a distributed process that is broken up into separate jobs, which leads to more stability by removing this single point of failure and improves performance by allowing the distribution of work across multiple workers. Thus, publish is consistent with the other types of processing jobs performed by the worker manager server, in that it operates on batches of data for a specific amount of time before completing each transactional job and moving on.
You can monitor the progress of the publish job through the information provided in the Processing Set Status display on the set layout.
Through this display, you can monitor the following:
See Processing error workflow for details.
Once publish is complete, the status section displays a blue check mark and you have the option of republishing your files, if need be. For details, see Republishing files.
If the need arises, you can cancel your publish job before it completes.
To cancel publish, click Cancel.
Consider the following about canceling publish:
Once you cancel publish, the status section is updated to display the canceled set.
Note: The following information is specific to republishing files via the processing set console and is distinct from republishing files at the file level via the Files tab. For details on republishing at the file level, see Republishing files from the Files tab on the Files tab topic.
You can republish a processing set any time after the Publish Files option is enabled after the previous publish job is complete. Republishing is required after retrying errors if you want to see the previously errored documents in your workspace.
To republish, click Publish Files. The same workflow for publishing files applies to republish with the exception that Relativity does not re-copy the settings from the profile to the data sources that you are publishing.
When you click Publish Files again, you are presented with a confirmation message containing information about the job you are about to submit. If you have not mapped any fields in the workspace, the message reflects this. Click Publish to proceed or Cancel to return to the processing set layout.
The status section is updated to display the in-progress republish job.
Consider the following when republishing files:
You have the option of retrying errors generated during file discovery. When you discover corrupt or password-protected documents, these error files are still published into a Relativity workspace with their file metadata. This is important to remember if you have Auto-publish enabled. However, for documents with these types of errors, neither the document metadata nor the extracted text is available in the workspace.
Note: File metadata is derived from the file’s operating system (e.g., File Extension) whereas document metadata is contained in the document itself (e.g., Is Embedded).
For resolvable issues such as password-protected files, you can retry these errors even after you publish the files into a workspace. If you provide a password via the password bank and successfully retry the file, then its document metadata and extracted text are made available in the workspace after the documents are republished.
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