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Detailed information about various aspects of relativity, an e-discovery platform used for managing and processing electronic data. It covers topics such as application deployment, authentication methods, batch processing, field configuration, layout design, scripting, and mass operations. The document delves into the technical details of relativity's features and functionalities, highlighting the best practices and limitations associated with them. It serves as a comprehensive reference for relativity administrators and users, helping them understand the platform's capabilities and how to effectively leverage them in their e-discovery workflows.
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system administrator - a user with rights to see every item in a Relativity environment 6 parts of the core reviewer interface - document view selector, viewer, navigation bar, layouts, related items pane, persistent highlight sets MaxNumberDashboardWidgets instance setting - Instance setting that controls the maximum number of widgets that can be added to a dashboard before the option grays out Keyboard shortcut to access Quick nav - Ctrl+/ QuickNavEnabled instance setting - controls enabling or disabling of the quick nav feature Use Quick Nav permissions - admin permission allows groups to look up workspaces and admin tabs from Home, workspace permission allows groups to look up tabs within a workspace QuickNavMaxResults instance setting - controls the number of returned quick nav search results. defaulted to 20 but is limited from 2 to 50 what are the various login methods to relativity? - password only, password: two factor, active directory, integrated authentication, client certificate, RSA, openID connect, and SAML 2. What non-alpha-numeric characters are not allowed in passwords? - ,",<,> Relativity objects need to be dynamic in order to be exported - yes
Parent tabs cannot be included in an exported application - yes System fields cannot be exported as part of an application export - yes system artifacts cannot be exported as part of an application export - yes You can't edit a locked application or any of its components except for saved searches, layout, views and default tab. - True Relativity automatically locks an unlocked application on export. - True you can customize locked applications without unlocking the application by copying views/layouts associated to that application, and working from your copy
Trusted IP range authentication method - limit access to the Relativity application based on the user's source IP Address SAML does NOT work with the RDC - true or false - true As best practice you should disable any authentication provider type objects you will not be using in your instance - true/false - true the user object holds the trustedID login setting - true/false - true each user must be assigned at least one authentication method to login in - true/false - true Relativity supports identity provider (idP) initiated SAML, not SP (service provider) initiated SAML 2.0 - true/false - true a user can have multiple login methods but only one from among password, RSA, and active directory - true/false - true splits a static set of documents into multiple document sets based on criteria set by a system admin - batch family identifier field in batch sets supersedes the batch unit field - true/false - true batch set is these conditions - none of these - the proper syntax to use in a saved search to exclude documents from a particular batch set in your results there are separate workspace-level field choices and instance level choices - true/false - true you can create families of choices in the add many choices option using hypens - true/false - true you can only nest multiple choice field types - true/false - true
Client - A company or organization that must be linked to a workspace, matter, user and group in Relativity. you must request a client domain key from Relativity support to active the client domains feature in your instance - true/false - true cluster visualization images cannot be modified in excel after export, as they are PNG image renderings of the visualization - true/false - true document skip - a review feature of Relativity that removes from the queue any document after the current one that doesn't meet the view or saved search criteria relativity native time zone offset controls how email header dates and times appear in the doc viewer - true/false - true relativity does NOT account for daylight savings time, but there is a script you can download to account for it called set native timezone offset with DST - true/false - true you can change a field type after creating a field in Relativity - true/false - false - you can't change a field type once created. you will have to delete the field and create a new one. source is the list of fields that you can use when mapping processing fields - true/fase - true the maximum character length of a fixed-length text field in Relativity - 4, characters, 4,000 if unicode enabled default character length for fixed-length text fields - 255 overlay behavior - defines how Relativity handles multiple choices or multiple object fields when importing a load file the linked list property can be used to set a metadata field to launch the document viewer for a particular document - true/false - true
you can import an imaging profile from a previous workspace into your current one using the RDC - true/false - true basic imaging profile uses Oracle, native imaging profile uses the worker manager server - true/false - true native image time zone field only supports MSG, EML and MHT files - true/false - false - it only supports MSG and EML files native imaging unhides and hidden slides in a powerpoint presentation - true/false - true restricted native types - imaging - lists the file formats that Relativity won't convert into images using the native imaging profile you cannot add new native filetypes to relativity - true/false - true imaging sets will re-image documents that already have an image - true/false - false - imaging sets will NOT re-imaging docs that already have images. you need to delete the existing ones and re-image, or overlay images using the RDC instead stores passwords used to protect certain files and can be used during processing or imaging - password bank save as PDF integrates with password bank - true/false - false - the document will need to be imaged using an imaging profile first with the proper password in the password bank. the mass native to PDF export option will not work on password- protected natives originating imaging document error field - a field in relativity that allows you to see the imaging errors associated with a particular document. you can add this field to views and coding panels view images hidden for QC review - permission setting from the workspace details tab that allows a user to view images hidden by QC review before they are released
user information section - section of instance details that displays total number of logged in users, total users, and enabled users you can update instance-wide settings from the instance settings tab, as well as from the SQL server - true/false - true you cannot overwrite browser shortcuts with your own keyboard shortcuts in Relativity - true/false - true adding keyboard shortcuts to fields and choices is linked to the add fields/choices permissions, not its own independent keyboard shortcut permission - true/false - true you can only configure keyboard shortcuts for document fields and associated choices - true/false - true web-based coding forms that give you the ability to view and edit document fields
you can't use mass operations on data grid enabled fields - true/false - true users don't need view permissions to a workspace or production job to use the cancel production job as long as they have the appropriate instance-level permissions - true/false - true when mass editing yes/no fields, the shaded check box sets the value to null - true/false - true delete object dependencies - allows you to unlink associative objects and child objects to docs 10,000 documents is the maximum you can select at one time for mass imaging from mass actions - true/false - true mass print images is only available if you revert back to ActiveX viewer - true/false
you cannot use any mass action on any data grid enabled text field - true/false - false - you can use set long text field size to text fields with data grid enabled, but this is the only mass action available used to define the different cases, disputes or advising that a firm may be involved with for a client. must be associated to an existing client - matter client domains do not require any additional licensing from Relativity ODA LLC - true/false - false - you need an additional license to use client domains enables relativity authorized partners to deliver more powerful managed service offerings for enterprise customers in a single relativity instance by providing an easier way to securely isolate users, workspaces, groups, resource pools, and matters by client - client domains client domain admins only have admin rights within the scope of their client domain - true/false - true client domain admins can install or upgrade relativity applications to their workspaces - true/false - false - only system admins and Relativity staff can translates images of text, such as scanned and redacted documents, into actual text characters - OCR (optical character recognition) enhances images to get rid of distortions before OCR and occurs before the engine attempts to recognize characters - preprocess images data sources for an OCR set - saved search and production you can't pivot or group by on long text fields - true/false - true configures and applies term highlighting to assist with document review in the viewer - persistent highlight set persistent highlight panes in extracted text versus viewer mode are independent and won't automatically reflect changes in one mode to another - true/false - true
a set of servers and file repositories that you can associate with a workspace - resource pool by default all relativity scripts are secured and not available for editing - true/false
the default search engine in relativity that automatically populates with all extracted text during data import - keyword provide you with the functionality to define and store queries for repeated use - saved searches you can use this to run advanced queries with proximity, stemming, and fuzziness operators, as well as with basic features such as boolean operators and wildcards
overwrite inherited security - on - modifies group access and object security overrides the workspace level security settings agent server, cache location server, services server, SQL - distributed server, SQL - primary server, web server - servers automatically added with an installation of Relativity analytics server, worker manager server - servers requiring manual addition after Relativity installation server that facilitates the work of various agents in Relativity - there must be at least one active server per environment - agent server server that temporarily stores natives, images, productions, and other file types the viewer uses - cache location server accommodates the relativity.services application pool - services server accommodates a distributed instance of a SQL server, which can house multiple workspace databases at one time - SQL - distributed server accommodates the primary instance of SQL, which houses the EDDS database - SQL - primary server facilities authentication based on specific code for distributed web servers - web - distributed: forms authentication web server facilitates web background processing windows service - web background processing web server facilitates active directory service for the WebAPI component - webAPI: AD authentication web server facilitates authentication based on specific code for the webAPI component - webAPI: forms authentication web server server that facilitates relativity analytics functions - analytics server
server that performs processing, imaging and conversion - worker manager server increase performance when populating the index by allowing the analytics server and the SQL server to communicate directly with each other and not having to go through the agent to send and receive calls - connector the machines a worker manager server uses to complete imaging, document conversion, and processing jobs - worker it is possible to add workers without a worker manager server - true/false - false - a worker manager server is necessary to add and use workers a worker can perform processing, imaging, save as pdf, and structured analytics jobs - true/false - false - workers only run processing, imaging, and save as PDF jobs. you designate this in worker details a separate license must be enabled to designate a worker for processing - true/false - true provide aggregate tallies of field values - summary reports relativity automatically creates new tabs when you add a new object type - true/false - true a feature of Relativity that uses custom code to extract data from a source Relativity field and output it to a destination field - transform set the name for custom code in reference to a transform set - handler a Relativity-defined handler that extracts email domains from email addresses in a document set - domain parsing SMTP/SMTP, X400 and X500 - the types of handlers available when running a domain parsing transform set - correspond to different formats of email addresses
local access on the document object permission controls being able to open the file natively, as well as copy and paste text from the viewer - true/false - true the range of zoom in/out on the viewer - 500% to 10% casemap is not compatible with windows 8 - true/false - true relativity can stream audio files in the viewer - true/false - true provides a secure data repository for documents used in cases or for applications developed with Dynamic Objects - workspace a saved search that returns documents you want excluded from a production set, established workspace-wide - production restriction you can use a saved search based on a search terms report field for your production restriction - true/false - false - you can't use a saved search that runs off of a multiple object field for a production restriction a workspace admin group has all admin rights over a particular workspace, excluding scripts - true/false - true dtSearch - " " - treats the term as an exact phrase and returns that phrase dtSearch- AndAny - a combination search for required and optional terms. The words before the AndAny connector are required, and the words after are optional. xfirstword - marks the beginning of a file in dtSearch xlastword - marks the end of a file in dtSearch % in dtSearch - fuzzy operator - returns documents containing spelling variations of a specified term ~ in dtSearch - stemming - returns documents containing grammatical variations of a root word. limited to English only.
? in dtSearch - Matches any single character