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