

This guide outlines the best practices for maintaining and optimizing a Relativity environment. Follow these recommendations to ensure stability and optimal performance of all workspaces.
See these related pages:
Note the changes and additions to this guide for each service release:
This guide is often provided to system admins who may not have any exposure to the Relativity interface. For more information, you can access the following resources:
Use the following checklist to help manage and plan for your Relativity environment.
Reference | Task | Done |
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Release updates | Review patch releases twice a year. | |
Training and support |
Review user tutorials on the Tutorial page on relativity.com. |
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Review Relativity documentation. | ||
Explore the Relativity Community. |
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Configuring Windows server |
Review the guidelines for Configuring Windows server for optimal performance. |
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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. |
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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:
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Configuring the Analytics server | Set the Java heap size (JVM) to one-third of total RAM. | |
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. |
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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:
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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:
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Verify backup integrity is selected for Full backups. | ||
Set up SQL recovery models. | ||
Create Relativity data backupsfor:
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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. |
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