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| What's new |
| What's new in the infrastructure |
| Release notes |
| Known issues |
| Install & Upgrade |
| Cloud solutions |
| Licensing overview |
| Post-installation verification test |
| Pre-installation overview |
| Relativity installation |
| Configuring IIS security |
| Hot fixes and patches |
| Relativity upgrade overview |
| Upgrade considerations |
| Configuring your conversion agents |
| Upgrading or installing your Analytics server |
| Upgrading workspaces |
| Upgrading Relativity Service Bus |
| Upgrading your agent server |
| Upgrading your primary SQL Server |
| Upgrading your web server |
| Uninstalling Relativity |
| System requirements |
| Relativity compatibility matrix |
| Data Grid system requirements |
| Processing system requirements |
| Upgrading Relativity to .NET 4.8 |
| Worker manager server installation |
| Worker manager server pre-installation steps |
| Installing the worker manager server |
| Upgrading a worker manager server installation |
| Upgrading your Workers to Office 2024 |
| Office 2024 Upgrade Guide |
| Getting started |
| Logging in to Relativity |
| Navigation |
| Relativity conventions |
| Quick Start Template |
| Importing and setup |
| Quick Start template |
| Security setup |
| Capabilities |
| Analytics |
| Solving review case challenges with Analytics |
| Implementing clustering with batching |
| Implementing categorization |
| Finding similar documents |
| Using keyword expansion |
| Conceptual analytics |
| Analytics indexes |
| Analytics categorization sets |
| Clustering |
| Cluster visualization |
| Concept searching |
| Find similar documents |
| Sampling for repeated content |
| Keyword expansion |
| Structured analytics |
| Running structured analytics |
| Analytics profiles |
| Email threading |
| Inclusive emails |
| Email threading results |
| Email thread visualization |
| Name normalization |
| Name normalization results |
| Best practices for name normalization |
| Running name normalization on email headers |
| Alias object |
| Communication analysis |
| Textual near duplicate identification |
| Textual near duplicate identification results |
| Using Near Duplicate Analysis in Review |
| Language identification |
| Language identification results |
| Supported email header formats |
| Repeated content filters |
| Using regular expressions with structured analytics |
| Assisted Review |
| Active Learning |
| Creating an Active Learning project |
| Security permissions |
| Reviewer access |
| Choosing an Active Learning review queue |
| Running Prioritized Review |
| Running Coverage Review |
| Best practices for Active Learning review |
| Monitoring an Active Learning project |
| Project Validation and Elusion Testing |
| Project Validation statistics |
| Review statistics |
| Active Learning performance baselines |
| Data Grid |
| Installing Data Grid |
| Backing up Data Grid |
| Data Grid Text Migration |
| Text migration checklist |
| Infrastructure |
| Integration Points |
| Installing Integration Points |
| Integration Points profiles |
| Importing data through Integration Points |
| Exporting data through Integration Points |
| Promoting data with Integration Points |
| Monitoring job history and errors |
| Viewing destination workspaces |
| Microsoft Entra ID provider |
| Legal Hold |
| Installing Relativity Legal Hold |
| System requirements |
| Upgrading Relativity Legal Hold |
| Securing a workspace |
| Importing legal hold data to Relativity |
| Relativity Desktop Client |
| Workspace security |
| Integrating Azure AD with Legal Hold |
| Integrating Azure AD for Custodian Portal SSO |
| Integrating Azure AD for Importing Custodians |
| Integrating Microsoft Graph API for sending email communications |
| Adding legal hold settings |
| Adding email settings |
| Using the Graph API for communications |
| Adding general settings |
| Adding custodian portal settings |
| Custodian Portal Authentication Provider |
| Creating legal hold entities |
| Importing entities via Relativity Desktop Client |
| Importing entities via Integration Points |
| Deleting a custodian |
| Adding preservation hold settings |
| Roles |
| Item selectors |
| Reporting |
| Creating a report |
| Scheduling a report |
| Mailbox |
| Question responses |
| Creating a communication |
| Creating a questionnaire |
| Question library |
| Attachments library |
| Tasks |
| Custodian portal |
| Projects |
| Legal Hold project management |
| Preservation hold |
| Adding preservation hold settings using Modern Authentication |
| Setting up SharePoint Discovery for preservation holds |
| Reminders |
| Sending a communication |
| Sending a questionnaire |
| Custodian status dashboard |
| Responding to emails |
| Processing |
| Installing and configuring Processing |
| Supported file types for Processing |
| Password bank |
| Mapping processing fields |
| Processing profiles |
| Deduplication considerations |
| Quick-create set(s) |
| Processing sets |
| Inventory |
| Discovering files |
| Files tab |
| Publishing files |
| Post-publish delete |
| Processing error workflow |
| Processing duplication workflow |
| Processing Administration |
| Reports |
| Managing the Processing Queue |
| Processing history |
| Processing to Data Grid |
| Processing FAQs |
| Relativity Processing Console |
| Installing the RPC |
| RPC user interface |
| Importing data |
| Extracting text |
| Indexing data |
| Filtering data |
| Running standard reports |
| Generating images |
| Performing Quality Control tasks |
| Exporting data |
| Managing workers and jobs |
| Field mappings |
| Maintenance tasks |
| RPC known issues |
| Production |
| Imaging documents |
| Imaging profiles |
| Application Field Codes |
| Image upload |
| Imaging sets |
| Running an imaging set |
| Monitoring imaging status |
| Imaging errors |
| Imaging Warnings |
| QC Review |
| Imaging jobs in the Worker Manager queue |
| Imaging history |
| Imaging native types |
| Native Imaging - Dithering Algorithm Options |
| Supported file types for imaging |
| OCR |
| OCR queue |
| OCR on redacted production documents |
| Production overview |
| Production sets |
| Advanced Formatting for Branding |
| Production Data Source |
| Production Placeholders |
| Production console |
| Stage and run a production |
| Stage a production |
| View documents |
| Check for production conflicts |
| Run a production |
| Production errors |
| Re-production |
| Branding queue |
| Production queue |
| Review |
| Reviewing documents in Relativity |
| Audit |
| Installing Elasticsearch |
| Upgrading Elasticsearch |
| Reporting and monitoring using Audit |
| Monitoring Elasticsearch |
| Batches |
| Assigning and checking batches in and out |
| Building views for checked-out documents |
| Choices |
| Clients |
| Dashboards |
| Creating commonly-used dashboards |
| Entity object |
| Errors |
| Event Handler Express |
| Using Event Handler Express |
| Building your first event handler |
| Fields |
| Applying propagation to documents |
| Field Categories |
| Groups |
| History |
| Instance Details |
| Importing and exporting |
| Command line import overview |
| Relativity Desktop Client |
| Using the RDC installer |
| Importing through the RDC |
| Load file specifications overview |
| Importing document metadata, files, and extracted text |
| Importing an image file |
| Importing a production file |
| Importing data into a Relativity Dynamic Object |
| Import errors for Desktop Client |
| Exporting with the RDC |
| Exporting a production set |
| Exporting a saved search |
| Exporting a folder |
| Exporting a folder and its subfolders |
| Exporting OCR and Extracted Text |
| Configuring the RDC |
| Simple File Upload |
| Instance settings |
| Instance settings' descriptions |
| Keyboard Shortcuts |
| Creating keyboard shortcuts |
| Layouts |
| Adding and editing an object list |
| Adding fields and text |
| Creating a new category |
| Copy from Previous |
| Using the rich text editor |
| Library scripts |
| Analytics billable estimate |
| Australian Document ID |
| Billing statistics - case rollup |
| Billing statistics - users |
| Case Dynamics Pre-Entity Integration Script |
| Case permission audit report |
| Check Converted Documents |
| Choice field stratified sampling |
| Copy To Legacy Document Fields |
| Create cluster upgrade jobs |
| Create sample set |
| dtSearch index auto incremental build |
| Forgotten password reset audit |
| Globally administer keyboard shortcuts |
| Monitor cluster upgrade jobs |
| Moving dtSearch indexes |
| Populate parent ID to child |
| Processing Statistics |
| Propagate sent date to family documents |
| Relativity SMTP configuration script |
| Report sample-based statistics |
| Reviewer statistics |
| Saved search gap and overlap check |
| Set duplicate flag field |
| Set extracted text size field |
| Set native file size field v4 |
| Set production beg/end attach fields |
| Set Relativity folder path field |
| Upgrade legacy applications |
| Workspace status report |
| Lists |
| Markup sets |
| Mass operations |
| Cancel Production Job |
| Mass edit |
| Mass copy |
| Mass move |
| Mass delete |
| Mass replace |
| Mass image |
| Tally/sum/average |
| Send to CaseMap |
| Mass export to file |
| Mass convert |
| Mass Save as List |
| Mass PDF |
| PDF Queue |
| Retry Production Job |
| Set long text size |
| Invite users |
| Matters |
| Persistent highlight sets |
| Creating persistent highlight sets |
| Entering highlight terms |
| Using the highlight fields source |
| Importing search terms for persistent highlighting |
| Creating efficient searches for persistent highlighting |
| Pivot |
| Pivot profiles |
| Running Pivot reports |
| Printing in Relativity |
| Queue Management |
| Relativity objects |
| Creating and editing Relativity Objects |
| Deleting object dependencies |
| Creating a question object |
| Building Media Tracker with Relativity Dynamic Objects |
| Creating a tab to bookmark an object |
| Relativity's short message format |
| RSMF-supported Emoji, Emoticons, and Attachments |
| Creating an RSMF file |
| Processing an RSMF file |
| RSMF Slicing |
| Reports |
| Resource files |
| Resource pools |
| Sampling |
| Scripts |
| Script groups |
| Searching in Relativity |
| Search conditions |
| Multiple object searching |
| Search panel |
| dtSearch |
| Running a dtSearch |
| Running a Dictionary search |
| Using dtSearch syntax options |
| Searching for symbols |
| Making the noise word and alphabet list searchable |
| dtSearch grid best practices |
| dtSearch default alphabet file text |
| dtSearch queue admin |
| Filters |
| Keyword search |
| Searching with the Entity object and name normalization |
| Searching workflows |
| Regular expressions |
| Using regular expressions with dtSearch |
| Saved search |
| Creating or editing a saved search |
| Defining criteria for saved searches |
| Saving searches on the Documents tab |
| Common Saved Searches application |
| Saved search history |
| Search terms reports |
| Search terms report hit count |
| Security and Permissions |
| Admin security |
| Setting instance permissions |
| Workspace security |
| Setting workspace permissions |
| Object security |
| Preview security |
| Client domains |
| Servers |
| Analytics servers |
| Cache location servers |
| Fileshare |
| SQL, agent, services, and web servers |
| Worker manager server |
| Worker monitoring |
| Workers |
| Summary reports |
| Tabs |
| Tab Sync |
| Users |
| Viewer |
| Viewer-supported file types |
| RSMF-supported Emoji, Emoticons, and Attachments |
| Markups |
| Document Compare |
| Viewer performance troubleshooting |
| Document conversion troubleshooting |
| Short Message Viewer |
| Views |
| Displaying family groups in a view |
| Workspaces |
| Workspace navigation |
| Supporting applications |
| Applications |
| Exporting applications |
| Locking and unlocking applications |
| Installing applications |
| Troubleshooting application installation errors |
| Uninstalling and deleting applications |
| Upgrading applications |
| ARM |
| Installing ARM |
| ARM Configuration |
| Working with ARM |
| Creating and running an Archive job |
| Creating and running a Move job |
| Creating and running a Restore job |
| BAK-only ARM Restore Procedure |
| Case Dynamics |
| Installing and upgrading Case Dynamics |
| Working with Case Dynamics objects |
| Organizing facts and issues |
| Working with Outlines |
| Reviewing documents with Case Dynamics |
| Working with Timeline Builder |
| Printing from Case Dynamics |
| Creating Case Dynamics reports |
| Case Dynamics fields |
| Case Metrics |
| Document Utilities |
| Document unitization |
| Move to folder path |
| Fields |
| Auto-increment field on object |
| Date field parsing |
| Populate Parent ID and Child ID |
| Set native time zone offset with DST |
| Track document field edits by reviewer |
| Propagation |
| Propagate coding post-import |
| Productions |
| Production gap and overlap check |
| Redactions |
| Change redaction type |
| Copy redactions across markup sets |
| Copy redactions across workspaces |
| Normalize redactions across a relational group |
| Reproduce a redaction to a document universe |
| Reporting |
| Collect folder path data |
| Environment-level user login and workspace |
| Login history by user report |
| User counts per workspace |
| Workspace folder group security |
| System |
| Disable inactive users |
| File validation agent |
| User Import Application |
| Telemetry and metrics |
| Billing Agent |
| Telemetry Smoke Test |
| Transcripts application |
| Installing the Transcripts application |
| Uploading transcripts |
| Supported file types for the Transcripts application |
| Annotating transcripts |
| Transcript video clips |
| Copying text from a transcript |
| Word Index |
| Transcript reports |
| Printing transcripts |
| Transcripts tab |
| User workspace access and last login |
| Relativity hybrid model |
| Workspace Portal |
| Relativity User and Group Synchronization |
| Installing the User and Group Synchronization applications |
| Configuring your environments |
| Working with User and Group Synchronization |
| Solutions |
| Knowledge Base |
| Processing |
| Legal Hold |
| Legal Hold checklist |
| Advanced workflows with Relativity Legal Hold |
| Legal Hold SMTP information |
| Production |
| Review |
| Displaying family groups by building an indented view |
| Searching |
| Searching for custom object information on the Document object |
| Searching for a document set using control numbers |
| Searching for dates in Relativity |
| QC newly loaded data |
| Search Terms Report Hit Count |
| Workspace Administration |
| Creating commonly-used dashboards |
| Reviewing documents in Relativity |
| Workflow solutions for very large workspaces |
| Scaling Active Learning |
| System guides |
| Agents overview |
| Adding and editing agents |
| Installing to agent servers |
| Managing agents in Relativity |
| Managing and setting Relativity agent quantity limitations |
| AppSettings table |
| Authentication |
| Managing users authentication methods |
| Authentication procedures |
| Client certificate authentication |
| OpenID Connect |
| Okta OpenID Connect |
| OAuth2 clients |
| Federated instances |
| Cookie signing certificate |
| Identity server certificate |
| RSA Integration Guide |
| Backup and data management |
| Identifying data to back up |
| Selecting a backup approach |
| Assessing risk and cost concerns |
| Environment optimization |
| Configuring Windows server |
| Configuring SQL Server |
| Configuring the Analytics server |
| Configuring Data Grid servers |
| Setting up your workspace |
| Monitoring environment performance |
| Managing your Relativity environment |
| Expanding your Relativity environment |
| Environment Watch |
| Install |
| 0 - Elasticsearch Pre-Installation Overview |
| 1 - Install Elasticsearch, Kibana and APM Server (Development Environment) |
| 2 - Use the Relativity Server CLI to set up Environment Watch |
| (Datagrid Only) Enable Data Grid Audit |
| 3 - Install Environment Watch Monitoring Agents |
| 4 - Install Other Integrations |
| Setting Up OpenTelemetry Java Agent for Relativity Analytics Engine (CAAT) |
| RabbitMQ Integration |
| 5 - Post-Install Verification |
| Post-Install Verification for Elastic Cluster Health |
| Post-Install Verification for Monitoring Agents |
| Post-Install Verification for Alerts |
| 6 - Install Relativity Alerts |
| 7 - Create Kibana Users and Assign Roles |
| Upgrade |
| Troubleshooting Guide |
| Pre-requisite Troubleshooting |
| Elasticsearch Troubleshooting |
| Kibana Troubleshooting |
| APM Server Troubleshooting |
| Environment Watch Monitoring Agent and Open Telemetry Collector Troubleshooting |
| Relativity Server CLI Troubleshooting |
| Relativity Alerts Troubleshooting |
| Feature Domains |
| Definitions and Resolutions |
| ADS |
| Application Installation Manager is unhealthy |
| Custom pages failed to install for at least one application |
| Custom pages failed to install for at least one application |
| Workspace upgrade failed |
| Agents |
| One or more agents are disabled |
| One or more agent servers have not been responding for n minutes |
| One or more Required Agents does not exist |
| One or more Agent servers are not assigned to any active Resource Pools |
| Billing and Licensing |
| Relativity license will expire soon |
| Processing License will expire soon |
| Billing agent is disabled |
| Relativity license has expired. You have less than 7 days before access to your Relativity environment is disabled |
| Telemetry metrics have not been transmitted in more than 24 hours. You have less than 7 days to correct the issue before Relativity access is disabled |
| Billing Agent has failed in at least one workspace |
| Processing license has expired |
| Configuration |
| x509: certificate has expired or is not yet valid |
| Resolution: x509: certificate has expired or is not yet valid |
| Instance in Developer Mode |
| Custom Pages |
| Custom Page Deployment Manager has not updated its status recently |
| Data Store |
| Primary SQL Server is inaccessible |
| Data Transfer |
| One or more Integration Points job are stuck |
| Integration Points Job Failure |
| Developer Platform |
| Bootstrap Failure |
| Eventing Alerts |
| A RabbitMQ node is inactive |
| File Storage |
| One or more Fileshares are not accessible |
| One or more Fileshares are not accessible |
| BCP directory is not accessible |
| Host Infrastructure |
| One or more Resource Servers are inactive |
| Disk space utilization is above threshold on at least one host |
| Disk space utilization is above threshold on at least one host |
| Disk IO has been exceeding threshold on at least one host |
| Disk IO has been exceeding threshold on at least one host |
| Memory is exceeding threshold on at least one host |
| Memory is exceeding threshold on at least one host |
| CPU has been exceeding threshold on at least one host |
| CPU has been exceeding threshold on at least one host |
| Windows Service is stopped for at least one Resource Server |
| Windows Service is stopped for at least one Resource Server |
| TLS certificate validation errors have occurred |
| Analytics engine heap memory exceeds 95% on at least one host |
| Convert Ahead (P2) - Queue Backlog Threshold Exceeded |
| Mass Convert (P3) - Queue Backlog Threshold Exceeded |
| On-the-Fly Conversion (P1) - Queue Backlog Threshold Exceeded |
| Conversion Agent connection to RabbitMQ is broken |
| Monitoring |
| Environment Watch monitoring agent is offline for at least one host |
| Service Host |
| HTTP API - at least one endpoint is not responding |
| HTTP API - at least one endpoint is not responding |
| HTTP Health Check - at least one application endpoint failed |
| One or more expected Kepler application services are not available |
| Kepler service failed to start after three attempts |
| Infrastructure planning considerations overview |
| Infrastructure solutions for very large workspaces |
| Infrastructure checklist for very large workspaces |
| Scaling for database size |
| Scaling for document count |
| Scaling for number of users |
| Instance settings' descriptions |
| Instance setting table |
| Logging |
| Configure logging |
| Troubleshoot Relativity using logging |
| System-subsystem-application matrix for logging |
| Infrastructure considerations for logging |
| Managing Relativity SQL log files |
| Moving Analytics indexes and structured analytics sets |
| Relativity Service Bus |
| Relativity Secret Store |
| Using an existing public key infrastructure |
| RabbitMQ |
| Monitoring RabbitMQ |
| RabbitMQ entities |
| Troubleshooting RabbitMQ |
| Sanitizer object |
| Searching behind the scenes |
| Service Host Manager |
| Supported languages matrix |
| Workstation configuration |
| User hardware and software requirements |
| Browser specific considerations |
| Resources |
| Certification exam resources |
| Documentation archives |
| Documentation by user role |
| Features A-Z |
| Database schema updates table |
| PDF downloads |
| Quick reference guides |
| Active Learning |
| Advanced search |
| Analytics index |
| Case workspace |
| Conceptual analytics setup basics |
| Email threading and TND setup basics |
| Dashboard and pivot |
| Language identification setup basics |
| Legal Hold |
| Name normalization |
| Name normalization setup basics |
| Repeated content identification setup basics |
| Review interface |
| Search |
| Structured analytics |
| Tab navigation |
| Using this site |
| Version support policy |
