Relativity Server release notes

This page contains release notes for Relativity Server versions 2023 and later, including release notes for Patches and Hot Fixes. For a list of known issues in Relativity, see Known issues.

Note: To view release notes for Relativity Server 2022, Relativity Server 2021, and Relativity Server 10.3, please see the Release Notes page in the Relativity Server 2022 documentation.

Product version Update type Hot fix version Patch version Initial release date Type Feature Description
Server 2024 Hot fix Hotfix 0.1   2024/10/04 Resolved defect Relational Pane When coding documents using the relational items card in the Viewer, if the user applies an item list filter and selects the ‘All’ mass-coding option in order to make a coding decision, that coding decision is applied to the top (X) documents in the unfiltered document list where (X) is the number of documents that satisfy the filter. This issue has been resolved so that only the filtered documents are mass-coded when the user selects the ‘All’ mass-coding option.
Server 2024 Hot fix Hotfix 0.1   2024/10/04 Resolved defect Search Term Report Resolved an issue in the population phase of Search Term Reports (STR) where timeouts during the SQL copy of document IDs to a temporary job table could lead to under-inclusive results. This fix ensures accurate and comprehensive reporting, particularly for STRs with document volumes exceeding 20 million. Detection Tool: A detection tool is also included in the new dtSearch-Search application that helps users identify impacted STRs. The detection tool does not currently work in workspaces that do not have the Audit application installed. We will be releasing an updated version of the dtSearch-Search application that resolves the detection tool issue in workspaces where Audit is not installed in the coming days. For workspaces that do not have Audit installed, the STR fix will still be addressed by this hot fix package, but you will need to deploy the new dtSearch-Search application when it becomes available in order to use the detection tool.
Server 2024 Hot fix Hotfix 0.1   2024/10/04 Resolved defect List Page Resolves latency with initial Workspaces list page loads in instances that have a fresh install of Server 2024 or were upgraded to Server 2024 from a version prior to Server 2022
Server 2024 Hot fix Hotfix 0.1   2024/10/04 Resolved defect Object Rules If a user is restricted from accessing a layout defined in a 'Default Layout' type Object Rule and the rule condition is met on an object, the user will be shown a message indicating that the layout is not accessible and they will be restricted from accessing any other layout for the object where the rule condition is met. Prior to this change, the user would be presented with another layout that they have access to.
Server 2024 Base     2024/09/06 Enhancement Logging In Server 2024, system health checks are recorded in EDDSLogging as Information level logs. A new rule on the EDDSLogging.Rule table called 'HealthCheck' enables Information level health check logs to be persisted without requiring the overall log level to be set to Information. This rule is enabled by default (set to 2 - Information). For a standard server you can expect to see about 2,000 health check Information level log entries per day
Server 2024 Base     2024/09/06 Enhancement Installation & Deployment The About Relativity screen now indicates the hot fix or patch version applied to the instance. Run the Relativity Update Version Check script available in the Relativity Script Library to see the hot fix or patch version applied to each server in an instance.
Server 2024 Base     2024/09/06 Enhancement ADS Custom tab icons can now be exported and imported as part of a Relativity application.
Server 2024 Base     2024/09/06 Resolved defect Authentication Resolved an issue preventing RSA authentication from functioning. 
Server 2024 Base     2024/09/06 Resolved defect ADS An application will now successfully upgrade when a user publishes a new version using the Publish to Relativity tool even if the application is locked and DeveloperMode is turned off in the instance.
Server 2024 Base     2024/09/06 Enhancement RSMF Slicing RSMF Slicing will allow customers to create a new RSMF from the original that contains only the relevant messages. This will allow customers to code and produce certain message / portion of the conversation that is relevant. All RSMF slices will be traceable back to the original.
Server 2024 Base     2024/09/06 Enhancement Viewer When viewing a supported audio/video file, you can toggle on/off the waveform visualization to track the intensity of the sound and skip through silence.
Server 2024 Base     2024/09/06 Enhancement Viewer The Viewer is now able to render Excel comments formatted as Modern Comments.
Server 2024 Base     2024/09/06 Enhancement Viewer Improved navigation experience in the Viewer for PowerPoint comments formatted as Modern Comments
Server 2024 Base     2024/09/06 Enhancement Processing OCR during Processing now supports Arabic, Hebrew, Thai, and Vietnamese
Server 2024 Base     2024/09/06 Enhancement Name Normalization We’ve enhanced Name Normalization with options to analyze only the latest email in a chain and to assign up to 500 aliases to an entity in a single operation.
Server 2024 Base     2024/09/06 Enhancement Viewer Microsoft OneNote SOAP/HTTP File is now supported in the native viewer. This enhancement is only available in the GA release starting on 9/6. It is not available in the EA release
Server 2024 Base     2024/09/06 Enhancement Processing When processing RSMF files you can now extract files up to 2 GB, map all RSMF 2.0 header metadata, and introduce your own custom X-RSMF headers.
Server 2024 Base     2024/09/06 Resolved defect Email Threading Resolves an issue in email threading where presence of a ">" character in the author/recipient name would result in an incorrect participant merge.
Server 2024 Base     2024/09/06 Resolved defect Processing The relevant error message is now displayed when errors are encountered during new Processing Set creation, rather than a static error message. 
Server 2024 Base     2024/09/06 Resolved defect Script - Case Permission Audit Report The Case Permission Audit Report will run successfully even when a workspace is marked for deletion. 
Server 2024 Base     2024/09/06 Enhancement Processing For default and new processing profile 'Relativity' is set as default option for office files.
Server 2024 Base     2024/09/06 Resolved defect Conversion Cache Manager Resolved an issue which prevented automatic cleanup of the conversion cache for mass PDFs. Now the cache will automatic remove entries older than 7 days.
Server 2024 Base     2024/09/06 Resolved defect Workspace Creation Resolves an issue where workspace creation requests were occasionally duplicated. This ensures proper handling of duplicate requests and provides better visibility into the request outcomes.
Server 2024 Base     2024/09/06 Resolved defect Forms Resolves an issue where the mass edit modal would occasionally appear in the classic forms styling rather than new newer Relativity forms appearance. 
Server 2024 Base     2024/09/06 Resolved defect Analytics Resolves an issue where documents listed in the Find Similar Documents card were missing a hyperlink after the control number field had been renamed. 
Server 2024 Base     2024/09/06 Resolved defect Processing Jobs Resolves an issue where clicking on the 'File Errors' link occasionally incorrectly redirected a user to the 'Document Errors' tab instead of the 'Files' tab. 
Server 2024 Base     2024/09/06 Resolved defect Processing Compressed Files Resolves a Processing issue that occasionally caused unexpected file extrication behavior from zip files encrypted via ZipCrypto.
Server 2024 Base     2024/09/06 Resolved defect Relativity Integration Points Sync Resolved issue where non-admin users encountered failures during Sync job in newly created Destination Workspace due to missing Tag creation permissions. Implemented solution ensures system objects are now created by Service Account, ensuring seamless job execution.
Server 2024 Base     2024/09/06 Resolved defect Conversion Cache Manager Resolved an issue which prevented automatic cleanup of the conversion cache for mass PDFs. Now the cache will automatic remove entries older than 7 days.
Server 2024 Base     2024/09/06 Resolved defect Authentication Provider Resolved an issue preventing RSA authentication from functioning. 
Server 2024 Base     2024/09/06 Resolved defect Structured Analytics Improves resiliency for large, complex email threading jobs. 
Server 2024 Base     2024/09/06 Resolved defect Custom Pages Improved resiliency and success rate for custom page deployments.
Server 2024 Base     2024/09/06 Resolved defect Processing Improved handling of MHT emails to ensure that the time zone displayed in the viewer matches the metadata settings, resulting in more accurate timestamp.
Server 2024 Base     2024/09/06 Resolved defect Application Installation Manager An application will now successfully upgrade when a user publishes a new version using the Publish to Relativity tool even if the application is locked and DeveloperMode is turned off in the instance. 
Server 2024 Base     2024/09/06 Resolved defect Structured Analytics Manager Agent Addresses an issue where Structured Analytics jobs become stuck during the Export phase due to erroneous batch orphaning by the Structured Analytics Manager agent. 
Server 2024 Base     2024/09/06 Resolved defect Relativity Upgrade Tool(Procuro) Improved resiliency and error reporting for Procuro
Server 2023 Hot fix Hot fix 16   2024/10/09 Resolved defect Search Term Report In Server 2023 Hotfix 15, an issue was resolved in the population phase of Search Term Reports (STR). Specifically, the fix addressed timeouts during the SQL copy of document IDs to a temporary job table, which could lead to under-inclusive results. This fix ensures accurate and comprehensive reporting, particularly for STRs with document volumes exceeding 20 million. It also included a detection tool within the dtSearch-Search application designed to help users identify impacted STRs. However, detection tool was not functional in workspaces where Audit application was not installed. With this release, the detection tool in the dtSearch-Search application has been fixed and is now functional in workspaces without the Audit application.
Server 2023 Hot fix Hotfix 15   2024/10/04 Resolved defect Relational Pane When coding documents using the relational items card in the Viewer, if the user applies an item list filter and selects the ‘All’ mass-coding option in order to make a coding decision, that coding decision is applied to the top (X) documents in the unfiltered document list where (X) is the number of documents that satisfy the filter. This issue has been resolved so that only the filtered documents are mass-coded when the user selects the ‘All’ mass-coding option.
Server 2023 Hot fix Hotfix 15   2024/10/04 Resolved defect Search Term Report Resolved an issue in the population phase of Search Term Reports (STR) where timeouts during the SQL copy of document IDs to a temporary job table could lead to under-inclusive results. This fix ensures accurate and comprehensive reporting, particularly for STRs with document volumes exceeding 20 million. Detection Tool: A detection tool is also included in the new dtSearch-Search application that helps users identify impacted STRs. The detection tool does not currently work in workspaces that do not have the Audit application installed. We will be releasing an updated version of the dtSearch-Search application that resolves the detection tool issue in workspaces where Audit is not installed in the coming days. For workspaces that do not have Audit installed, the STR fix will still be addressed by this hot fix package, but you will need to deploy the new dtSearch-Search application when it becomes available in order to use the detection tool.
Server 2023 Hot fix Hotfix 15   2024/10/04 Resolved defect Imaging Fixed an issue where AdminPermissionRepository.IsUserSystemAdminAsync used the workspace UserID instead of the required EDDS UserID, which caused Imaging on the fly to fail. This fix ensures to use correct user id i.e. EDDS UserID
Server 2023 Hot fix Hot fix 14   2024/09/06 Resolved defect Workspace Portal Resolves latency with initial Workspaces list page loads in instances that have a fresh install of Server 2023 or were upgraded to Server 2023 from a version prior to Server 2022.
Server 2023 Hot fix Hot fix 14   2024/09/06 Resolved defect Object Rules If a user is restricted from accessing a layout defined in a 'Default Layout' type Object Rule and the rule condition is met on an object, the user will be shown a message indicating that the layout is not accessible and they will be restricted from accessing any other layout for the object where the rule condition is met. Prior to this change, the user would be presented with another layout that they have access to.
Server 2023 Hot fix Hot fix 13   2024/07/03 Resolved defect   Addresses a security vulnerability
Server 2023 Patch   Patch 2 2024/06/10 Resolved defect Authentication Logging for OAuth2 clients has been added to enable enhanced troubleshooting of OAuth2-related issues.
Server 2023 Patch   Patch 2 2024/06/10 Resolved defect Network DNS health checks now exclude on-prem server clients reliant on VPNs for communication. This change enhances efficiency and also resolves issues for clients in regions with domain restrictions, like China's inability to resolve some of domains for e.g. google.com.
Server 2023 Patch   Patch 2 2024/06/10 Resolved defect Sync Resolved issue where non-admin users encountered failures during Sync job in newly created Destination Workspace due to missing Tag creation permissions. Implemented solution ensures system objects are now created by Service Account, ensuring seamless job execution.
Server 2023 Patch   Patch 2 2024/06/10 Resolved defect Admin Page for Resource Servers Resolves an issue where the 'Delete' button was occasionally displayed on a web server object page despite 'delete' not being a supported action on web servers.  
Server 2023 Patch   Patch 2 2024/06/10 Resolved defect ADS Resolves an issue where global applications were occasionally incorrectly queued for workspace upgrades, resulting in workspace upgrade failures. 
Server 2023 Patch   Patch 2 2024/06/10 Resolved defect Relativity Lists Beginning in 2017, if you edited a saved search or view that included a date condition when Daylight Saving Time began or ended, the time component of the search or view would shift back or forward one hour. This only impacted existing saved searches and views and was able to be remediated manually if you corrected the time component change before saving.  We developed a SQL script to identify impacted saved searches and a list of Daylight Saving Time dates from 2017 - 2023 by region. Both links along with detailed steps are available in the Community Article. Please review those dates and re-run any saved searches or views with those date conditions. 
Server 2023 Patch   Patch 2 2024/06/10 Resolved defect Instance Settings Framework Resolves an issue where users occasionally encountered an error when attempting to delete an instance setting immediately after successfully deleting a separate instance setting. 
Server 2023 Patch   Patch 2 2024/06/10 Resolved defect Extensibility Points Non-temporary Relativity program files are no longer saved in Windows Temp folders. The automatic deletion of files from these folders (e.g. by anti-virus software or Microsoft Storage Sense) would occasionally cause Relativity product functionality issues. 
Server 2023 Patch   Patch 2 2024/06/10 Resolved defect Email Threading Resolves an issue in Email Threading where the presence of unsupported 'When' headers in email 'To' headers resulted in excessive alias merging.
Server 2023 Patch   Patch 2 2024/06/10 Resolved defect Find Similar Documents Resolves an issue where viewing of documents beyond the first 1,000 results failed upon clicking Control Number in 'Find Similar Document' Card.
Server 2023 Patch   Patch 2 2024/06/10 Resolved defect Analytics Index The Document Exceptions section of the Analytics Index pages now displays all pagination options consistent with other lists in Relativity. 
Server 2023 Patch   Patch 2 2024/06/10 Resolved defect Structured Analytics Manager Agent Addresses an issue where Structured Analytics jobs become stuck during the Export phase due to erroneous batch orphaning by the Structured Analytics Manager agent. 
Server 2023 Patch   Patch 2 2024/06/10 Resolved defect DropIt An update is done for the setup.bat file to allow all date and time formats, ensuring successful patch installation. This is created to avoid the error that occurred during the creation of sub-folder during extraction. The installation was failing if the date and time format is set to English (United Kingdom) as dd/MM/yyyy or other Formats. The installation is only successful with the English (United States) format. This is addressed as part of update.
Server 2023 Patch   Patch 2 2024/06/10 Resolved defect Creation of Workspace A result column (HttpResponseCode/Message) is added to the WorkspaceCreateRequestGuid table that can indicate whether the request has completed and return the appropriate code. This is done to resolve an issue where workspace creation requests were occasionally duplicated. This ensures proper handling of duplicate requests and provides better visibility into the request outcomes.
Server 2023 Patch   Patch 2 2024/06/10 Resolved defect Field Mapping Resolves an issue with Excel Pivot Table Field Mapping enabling seamless Native Extraction
Server 2023 Patch   Patch 2 2024/06/10 Resolved defect ARM Processing Resolves an issue with ARM jobs stalling during storage table file copying due to non-repository file endings.
Server 2023 Patch   Patch 2 2024/06/10 Resolved defect Processing The Files processed allows all the Errored-out file messages and displays it under the Files section.
Server 2023 Hot fix Hot fix 11 Patch 2 2024/04/24 Resolved defect Relativity Integration Points DNS health checks now exclude on-prem server clients reliant on VPNs for communication. This change enhances efficiency and also resolves issues for clients in regions with domain restrictions, like China's inability to resolve google.com.
Server 2023 Hot fix Hot fix 12 Patch 2 2024/04/24 Resolved defect   Addresses a security vulnerability
Server 2023 Hot fix Hot fix 10 Patch 2 2024/04/15 Resolved defect List Page Corrects an issue with how the Active Learning "[project name] Reviewed On" field was formatted that could have resulted in incorrect results for saved searches using 'is' conditions on the field.
Server 2023 Hot fix Hot fix 9 Patch 2 2024/04/08 Resolved defect Reset Password The 'Send Password Reset Email' button on the User object page now successfully sends a password reset email to the respective end user.
Server 2023 Hot fix Hot fix 8 Patch 2 2024/04/02 Resolved defect RabbitMQ For customers that have previously applied Server 2023 Patch 1, the Conversion Cache Manager is now able to successfully auto-delete expired conversion cache files during the instance off-hours window. If you have not applied Server 2023 Patch 1, this issue will not impact your instance.
Server 2023 Hot fix Hot fix 6 Patch 2 2024/03/06 Resolved defect ARM Core Resolves issue where ARM move jobs are failing during restore.
Server 2023 Hot fix Hot fix 7 Patch 2 2024/03/06 Resolved defect   Addresses a security vulnerability
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Create Update the UI for workspace level application imports to display errors when the instance level install for that application has errors.
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Relativity Forms As a consumer of object manager, I want ObjectManager to allow saves to pass on user fields when the value has not changed, even when the user is not in the workspace.
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Coding Pane By repositioning the "saveandnext" completion line, we address a potential race condition in coding-card.ts, which has the potential to lead to form errors.
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect RabbitMQ Code changes for REL-859181-Missing RabbitMQ Bindings are not restored by restarting and version update of ServiceBus
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Authentication This PR is to cleanup identity rap repo. This will include the removal of Required claims references, JIT settings references
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Production Resolved the issue where Soft-deleted Productions were not appearing in the available list for the Assign Legacy Documents Bates Field script.
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Redactions & Highlights The API has been enhanced to eliminate the requirement for converting Redaction to RedactionData array and generating additional array copies, effectively resolving the problem of high memory usage on webserver. 
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Script - Assign Legacy Document Bates Fields Enhanced the error message for cases where failure occurs due to field length issues in the Assign Legacy Document Bates Script.
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Data Grid Audit Manager It was observed that Data Grid Audit Manager was trying to access a workspace when the workspace upgrade was in progress and then it resulted in error. When workspace upgrade is in progress, Data Grid Audit Manager should not access the workspace and should not spam any error. To fix that, a check for workspace upgrade status is added and some informational logs also included.
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Relativity Compare Resolved the issue of missing custom formatting in Document Comparison
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Application Library Cancel button is cut off when choosing a long application name.
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Relativity Lists The defect has been identified during regression testing of SQL PaaS automatic failover as a solution updated MultiSubnetFailover property set to 'True' in SQL connection string.
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Structured Analytics Spamming of logs issue has been fixed.
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Branding Fixed the defect that occurred when using specific font settings for producing images with small dimensions.
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect RSMF Files Resolves an issue where the RSMF "MessageHeader" field value was being incorrectly displayed as "Invalid Date"
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Agents - dtSearch Search Agent Implemented measures to prevent the occurrence of extensive log spams when multiple agents are added to a specific server.
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect ADS Update to a LogWarning message for IncompleteTemplateException 
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Graphical Image Files Arabic, Hebrew, Thai, Vietnamese, and Belarusian unsupported languages show up under 'Default OCR languages' in Processing profile. Processing files with these languages will result in gibberish for OCR extracted text in the viewer. 
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect List Page When testing a new provisioning pipeline that starts with an environment without any workspaces, Home Page installation failures were observed. Backported the changes for Post Install Event Handler.
Server 2023 Patch   Patch 1 2024/03/01 Enhancement Instance Details An 'Alerts' indicator in the top right corner of Relativity notifies a user that active alerts are present on the Instance Details tab. Permission to see the Alerts indicator is inherited from Instance Details tab visibility.
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Admin Page for Resource Servers When deleting a Cache Location Server, File Share Server getting an unhelpful error message, fixed the issue by updating proper error message
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect ARM Update Legal Hold Schema to allow different guids for certain fields.
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Transcripts In some cases, POST requests were being made as GET requests when called using JQuery Ajax methods with the "type" property used to identify the request type instead of the currently recommended "method" property. In this change, we updated all uses of JQuery Ajax methods to use "method" instead of "type."
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Permissions In some cases, POST requests were being made as GET requests when called using JQuery Ajax methods with the "type" property used to identify the request type instead of the currently recommended "method" property. In this change, we updated all uses of JQuery Ajax methods to use "method" instead of "type."
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Structured Analytics When running the "Merge" mass operation from the Entities tab or the "Assign to Entity" mass operation from the Aliases tab, the mass operation progress bar shows the following error message "Failed to check progress of the mass operation". These operations will complete successfully despite the error message.
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Kepler A potential memory leak in the Kepler Services hosting framework was addressed.
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Relativity Compare Doc compare re encoding wrong streaming for other language.
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Processing Add support for missing reports such as Document Exception report
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Include Processing The Processing Migration process will now rely on the Storage table to determine which files to copy, rather than using the Invariant Settings table. This adjustment is made due to the observed inaccuracy in the Settings table, and utilizing the Storage file copy method is expected to provide increased accuracy and speed.
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Processing Migration Address the issue to ensure accurate setting of the RetryStatus column.
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Email Files Improved the parsing logic for identifying domains in exchange address.
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Processing Resolves an issue related to broken parent child relationships
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Text Files Resolved an issue where certain RTF content was not processed correctly through our Text Handler, preventing the extraction of text.
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Email Files Addresses the issue of emails with journaled email attachments, ensuring that their bodies are rendered correctly.
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Email Files Resolves an issue where certain Russian and Korean characters were not displayed correctly in extracted text. Please note that this change will alter the deduplication hash of the affected files.
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Processing Resolved an issue with the 'Other Fields' filter not functioning correctly for Field Mapping.
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Relativity Desktop Client RDC installer defaults to a Relativity Server configuration
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Relativity Forms Exit viewer navigation occasionally fails when navigating to viewer from Forms 
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Field Mapping Resolves an issue where Field Mapping for Excel Pivot Table was not working for Native Extraction
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect ARM Core Resolves an issue where ARM Move jobs were failing during restore.
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Review Service Resolves an issue where Workspace upgrade was throwing an error if the workspace had 0 documents
Server 2023 Patch   Patch 1 2024/03/01 Resolved defect Processing Sets The relevant error message is now displayed when errors are encountered during new Processing Set creation, rather than a static error message. 
Server 2023 Hot fix Hot fix 5 Patch 1 2023/12/04 Resolved defect List Page Updating List Page to disregard carriage returns at the beginning and end of text conditions in saved searches.
Server 2023 Hot fix Hot fix 4 Patch 1 2023/11/15 Resolved defect Object Manager API The change was to modify the query used, when the condition involved a reflected field for a Choice condition.
Server 2023 Hot fix Hot fix 1 Patch 1 2023/11/13 Resolved defect Query There was an error in code path for multi-object when querying with "all of these" condition. Instead of using table-value parameter, we will use CSV in query as default to fix the issue
Server 2023 Hot fix Hot fix 2 Patch 1 2023/11/13 Resolved defect Review Service Backported change to resolve the issue with document history pane not working for clients who do not have Audit app installed/configured
Server 2023 Hot fix Hot fix 3 Patch 1 2023/11/13 Resolved defect Processing New and existing Processing jobs are not able to run when upgrading from a pre-Server 2022 version to Server 2023. While processing backfill jobs to populate a new field 'Is Published', Processing set manager throws errors and becomes unresponsive. The issue is happening due to concurrent sql connection requests which were failing. The fix removes the concurrent calls and resolves the issue.
Server 2023 Base     2023/09/15 Resolved defect Legal Hold Updated the Legal Hold application to save time stamps in UTC going forward. This will decrease discrepancies for customers who have Server time zones set to something other than UTC
Server 2023 Base     2023/09/17 Enhancement Product Documentation You can now mouse-over section headings in product documentation to get (and copy) a hyperlink directly to that heading.
Server 2023 Base     2023/09/18 Enhancement .NET Framework .NET Framework 4.8 and 4.8.1 is now supported.
Server 2023 Base     2023/09/19 Enhancement Active Learning Active Learning can now use any single-choice field as its designation, not just fields with exactly two choices. During project setup, one choice is selected as positive, another choice as negative, and the rest of the choices are treated as "neutral" and will not train the model.
Server 2023 Base     2023/09/20 Enhancement Active Learning You now have the option to turn off index health documents in an Active Learning Prioritized Review Queue. This allows stable projects to substantially reduce review overhead.
Server 2023 Base     2023/09/21 Enhancement Active Learning We increased document-to-document speed in active learning queues by approximately 30%.
Server 2023 Base     2023/09/22 Deprecation Analytics The Conceptual Resource Manager Agent was removed. Indexes that are inactive for seven (or the configured number of days) will no longer be deactivated.
Server 2023 Base     2023/09/23 Enhancement Case Dynamics We updated the Add Fact logic from the Viewer and selected text is no longer copied to the Description field.
Server 2023 Base     2023/09/24 Resolved defect Discovery Emails and Calendar items sent using the "On Behalf Of" feature will now correctly display that text in extracted text.
Server 2023 Base     2023/09/25 Enhancement Legal Hold You now have increased flexibility to configure escalations, including the number of recurrences, the email subject line, and the email recipient. This offers a customizable experience when including escalations in your legal hold communications.
Server 2023 Base     2023/09/26 Enhancement Legal Hold You can now send legal hold emails using the values set in the instance settings, without having to enter email credentials into a workspace.
Server 2023 Base     2023/09/27 Enhancement Legal Hold We added timezone labeling throughout a variety of lists within the Legal Hold application including within the Mailbox tab.
Server 2023 Base     2023/09/28 Enhancement Legal Hold We added timezone labeling in the legal hold confirmation emails.
Server 2023 Base     2023/09/29 Enhancement Legal Hold Using an apostrophe in a preservation case name is no longer prohibited.
Server 2023 Base     2023/09/30 Enhancement Legal Hold You are no longer required to include a portal link for hold notice communications that do not require acknowledgement and do not have an associated questionnaire.
Server 2023 Base     2023/10/01 Resolved defect Legal Hold You can now close projects that have custodians on active Microsoft 365 preservation holds. The holds will automatically be closed as part of closing the project.
Server 2023 Base     2023/10/02 Enhancement Legal Hold You can now use modern authentication, certificate based, for setting up Preservation Hold Settings. Basic authentication, username and password, is no longer available for Preservation Hold Settings.
Server 2023 Base     2023/10/03 Resolved defect List Page Fixed a responsive UI issue with the Only link in the list filter so that it is now fully visible.
Server 2023 Base     2023/10/04 Enhancement OCR The OCR engine now provides faster throughput and better text recognition results. These improvents impact non-Latin-based alphabet languages as well.
Server 2023 Base     2023/10/05 Enhancement Processing The Copy mass operation is now available on the Processing Profiles tab.
Server 2023 Base     2023/10/06 Enhancement Processing Fix native imaging issue for Japanese PDF file without embedded fonts.
Server 2023 Base     2023/10/07 Enhancement Processing Removed UvmSqlUser check for Logging.
Server 2023 Base     2023/10/08 Resolved defect Processing Administration Processing Source Locations will function as expected regardless of if the UNC path provided has a trailing slash or not.
Server 2023 Base     2023/10/09 Enhancement Review The Edit mass operation is available for Similar Documents and Concept Search cards in the Viewer.
Server 2023 Base     2023/10/10 Enhancement Review Interface When a coding decision is made, updates to coding layout values visible in the Related Items card will automatically refresh to display those new values. Additionally, any information in the Related Items card can be refreshed whenever the user manually clicks on the Refresh icon in the Related Items card.
Server 2023 Base     2023/10/11 Enhancement Review Interface The Replace Native and Image feature will be implemented in the new Viewer as a drop-down selection from the document name. When clicking on the document name in the Viewer, the option to either Replace document native or Replace images for this document are available. Following this selection, you can select a file to upload.
Server 2023 Base     2023/10/12 Enhancement Review-AI The Filtering & sorting option is now available for Find Similar Documents, Concept Search and Keyword Expansion AI cards in the Viewer.
Server 2023 Base     2023/10/13 Enhancement Review-AI The Copy Selected Keywords option is now available for Keyword Expansion AI card in the Viewer.
Server 2023 Base     2023/10/14 Enhancement Review-AI Dynamic columns option is now available for Find Similar Documents and Concept Search AI cards in the Viewer.
Server 2023 Base     2023/10/15 Deprecation RSAPI RSAPI endpoints are no longer available for consumption. All applications must use Kepler endpoints instead.
Server 2023 Base     2023/10/16 Deprecation Service Bus Service Bus for Windows is no longer supported. You need to convert Service Bus to RabbitMQ before upgrading to Server 2023. Server 2023 supports RabbitMQ version 3.10.x, 3.11.x, and 3.12.x
Server 2023 Base     2023/10/17 Enhancement SQL Server SQL Server 2022 is now supported.
Server 2023 Base     2023/10/18 Enhancement Structured Analytics Signature blocks are no longer considered part of segment bodies when it comes to email threading analysis. This improves how email signature blocks impact the inclusiveness designation of an email are reduces over-inclusiveness based on signature blocks.
Server 2023 Base     2023/10/19 Enhancement Structured Analytics Structured Analytics now appears in Aero styling.
Server 2023 Base     2023/10/20 Enhancement Structured Analytics You can now copy the results of the domains identified by Name Normalization into new multi-object fields. These new fields remove empty entries, remove duplicated domains, and support expanded filter options. You can also create a tab in your workspace that includes all the domains identified by the Name Normalization to export your results.
Server 2023 Base     2023/10/21 Deprecation Viewer The Classic Viewer has been removed in Server 2023. Users will no longer have the option to revert to the Classic Viewer. All review functionality is now standardized on the new Viewer introduced with Aero UI. We’re making this change to enable your teams with a faster, more consistent review experience across native, image, and text documents.
Server 2023 Base     2023/10/22 Enhancement Viewer Reviewers now have the ability to rotate native documents.
Server 2023 Base     2023/10/23 Enhancement Viewer The Export to CSV option is now available for Find Similar Documents, Concept Search, and Keyword Expansion AI cards in the Viewer.
Server 2023 Base     2023/10/24 Enhancement Viewer Save as Search functionality is available for documents in Concept Search and View Similar documents cards in Viewer.
Server 2023 Base     2023/10/25 Enhancement Viewer The Export to CSV option is now available for Find Similar Documents, Concept Search, and Keyword Expansion AI cards in the Viewer.
Server 2023 Base     2023/10/26 Enhancement Windows Server Windows Server 2022 is now supported.
Server 2023 Base     2023/10/27 Enhancement Windows Server Windows Server 2012 R2 is no longer supported.
Server 2023 Base     2023/10/28 Deprecation RSAPI RSAPI endpoints are no longer available for consumption. All applications must use Kepler endpoints instead.