

The Relativity Desktop Client (RDC) provides the functionality for importing document load, image, and production files, as well as for exporting production sets, saved searches, and folders. You can also use this utility to import and export object data.
Watch the following Relativity Desktop Client (RDC) Overview video.
See these related pages:
Also see these related recipes:
As a litigation support specialist, you need to export a production of email files for the opposing counsel in the Salt vs. Pepper case. You created a production set named "Salt vs. Pepper - Email Production" and ran your production, and now you need to export the production using the RDC. So, you open the RelativityDesktop Client and log in to your Relativity environment.
You select and open the Salt vs. Pepper case and then click Production Set... on the Export menu to open the production export options.
Since this production set consists only of email messages, you include your Bates numbering and email metadata fields in the exported metadata.
The case production format requirements you need to comply with include PDF images with an Opticon data file format and a .csv data file format with Unicode (UTF-8) encoding. On the Destination Files tab, you select the required format options and also select to copy the files from the repository to copy the exported emails to your export network directory.
After selecting your options, you're ready to click Run on the File menu to complete the production export to be able to send the Salt vs. Pepper emails as PDF images with the required data files to the opposing counsel.
The RDC menu bar appears above the workspace folder structure. It includes the following menu options:
File:
Tools - Import:
Tools - Export:
Options:
Help:
The RDC provides right-click options on folders, which you can use to build the workspace folder structure, or to import and/or export directly to and from a folder.
When you right-click on a workspace or folder, the following menu options display:
To open the RDC:
The WebService URL has the format http or https://<MyServiceName>/RelativityWebAPI/. When you display a Relativity page, you see the web service name listed in the address bar on the browser. For example, if the address bar displayed https://smith.com/Relativity, then your web service URL would be https://smith.com/ RelativityWebAPI/. In addition, you can confirm this URL with your system admin.
Note: Users log in to the Relativity Desktop Client (RDC) with the same provider method as they have with Relativity. The RDC supports most Relativity authentication providers, such as password, Integrated Authentication, and OpenID Connect, by displaying the Relativity login page within the RDC as a dialog window. The only provider that does not work with the RDC is SAML because the Relativity’s IdP-initiated SAML does not display the Relativity login page directly.
After you log in, the RDC displays a list of workspaces where you have access rights. Use the filter bar to narrow the list.
Note: By default, Relativity uses a wildcard to filter workspaces in the RDC. For example, enter ELA to find workspaces named ELAN and Relativity.
Highlight your workspace and click OK to open it in the RDC. The folder structure of your workspace displays. A new workspace contains only a root folder, while an existing workspace may contain subfolders that you can display by clicking the plus sign.
Note: In Relativity Desktop Client, Document is selected by default as the type of object for data import or export. You can also select other object types, including Relativity Dynamic Objects.
On your SQL server, you can extend the token lifetime by editing the [AccessTokenLifetimeInMinutes] field in the [EDDS].[eddsdbo].[OAuth2Client] view.
For general information about using OAuth2 in Relativity, see OAuth2 clients.
RDC supports the following data transfer modes:
When you select a Relativity workspace, the RDC queries the workspace and performs tests to determine the optimal transfer mode. You can see the details of the tests under Options > Check Connectivity:
The RDC then automatically selects the optimal available mode for the transfer job.
Note: You can select more than one mode for the transfer job based on your configuration. The fastest mode will be displayed first.
Note: The mode initially selected based on the tests for the workspace may not be used in the actual transfer, for example due to a connection problem. If a problem occurs, RDC falls back to a different mode or displays an error.
The transfer mode also displays on the RDC progress window.
You can also force the RDC to use a specific mode.
The following statuses may display during the transfer:
Direct mode provides faster performance, but it requires a connection to the network hosting the data, as well as specific Windows group permissions. Direct mode has direct access to write to the file repository, which bypasses the need to go through the web server in order to ingest the data, saving a significant amount of time.
The following conditions must be met in order to load data using direct mode:
Note: The option to change the default repository path when importing through the RDC is unavailable when Aspera mode is enabled.
Why was this not helpful?
Check one that applies.
Thank you for your feedback.
Want to tell us more?
Great!