Relativity Platform: Key Concepts and Functionality, Exams of Advanced Education

An overview of the key features and functionality of the relativity platform, a widely used e-discovery and document management software. It covers a range of topics, including field properties, system settings, scripts, mass operations, and various other relativity-specific concepts. The information presented can be useful for relativity users, administrators, and those interested in understanding the capabilities of this powerful platform. The document delves into details about field types, permissions, auditing, imaging, redaction, and more, offering insights that can help users leverage relativity's features effectively. Overall, this document serves as a comprehensive reference for understanding the core aspects of the relativity platform and its application in various legal, compliance, and information management scenarios.

Typology: Exams

2023/2024

Available from 07/30/2024

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Relativity Certified Administrator 10.3
Exam
system administrator - Answer a user with rights to see every item in a Relativity
environment
6 parts of the core reviewer interface - Answer document view selector, viewer,
navigation bar, layouts, related items pane, persistent highlight sets
MaxNumberDashboardWidgets instance setting - Answer 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 - Answer Ctrl+/
QuickNavEnabled instance setting - Answer controls enabling or disabling of the quick
nav feature
Use Quick Nav permissions - Answer 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 - Answer 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? - Answer password only, password: two
factor, active directory, integrated authentication, client certificate, RSA, openID
connect, and SAML 2.0
What non-alpha-numeric characters are not allowed in passwords? - Answer \,",<,>
Relativity objects need to be dynamic in order to be exported - Answer yes
Parent tabs cannot be included in an exported application - Answer yes
System fields cannot be exported as part of an application export - Answer yes
system artifacts cannot be exported as part of an application export - Answer yes
You can't edit a locked application or any of its components except for saved searches,
layout, views and default tab. - Answer True
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Relativity Certified Administrator 10.

Exam

system administrator - Answer a user with rights to see every item in a Relativity environment 6 parts of the core reviewer interface - Answer document view selector, viewer, navigation bar, layouts, related items pane, persistent highlight sets MaxNumberDashboardWidgets instance setting - Answer 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 - Answer Ctrl+/ QuickNavEnabled instance setting - Answer controls enabling or disabling of the quick nav feature Use Quick Nav permissions - Answer 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 - Answer 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? - Answer 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? - Answer ,",<,> Relativity objects need to be dynamic in order to be exported - Answer yes Parent tabs cannot be included in an exported application - Answer yes System fields cannot be exported as part of an application export - Answer yes system artifacts cannot be exported as part of an application export - Answer yes You can't edit a locked application or any of its components except for saved searches, layout, views and default tab. - Answer True

Relativity automatically locks an unlocked application on export. - Answer True you can customize locked applications without unlocking the application by copying views/layouts associated to that application, and working from your copy - Answer true applicationisdirty is set to true when you unlock an application - Answer yes you override any existing applications with the same GUID when you push an application from a workspace to a library - Answer true when you install an application, all components are public regardless of the permissions that you assign to them in your application. the ADS framework ignores any permissions or security assigned to a component added to an application during deployment in a workspace. - Answer true .RAP - Answer file extension for Relativity applications GUID - Answer globally unique identifier UpdatedIncludeInTextIndexOnRapImport instance setting - Answer overwrites the system setting that fields imported with Relativity applications are not included in the text index, even if the Include In Text property on these fields is set to yes AuditApplicationUninstallenabled instance setting - Answer setting this to false will disable auditing for update or delete actions during an application uninstall process Upgrade Legacy Applications script - Answer this will make an application from Relativity 6.8, 6.9, or 6.10 that was exported through ADS compatible with Relativity 7. or above ADS - Answer application deployment system Password authentication method - Answer a method that includes a username (the user's email address) and a password RSA authentication method - Answer a method using an RSA SecurID token, a third party security solution, and validates credentials from an RSA server Active Directory authentication method - Answer a method using an email address and user's Active Directory password Integrated Authentication authentication method - Answer (previously called Windows authentication) a method using a directory services, such as Kerberos or NTLM (NT LAN Manager). the authentication attempt is automatically initiated if a user logs in from a specific IP address range

there are separate workspace-level field choices and instance level choices - true/false - Answer true you can create families of choices in the add many choices option using hypens - true/false - Answer true you can only nest multiple choice field types - true/false - Answer true Client - Answer 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 - Answer true cluster visualization images cannot be modified in excel after export, as they are PNG image renderings of the visualization - true/false - Answer true document skip - Answer 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 - Answer 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 - Answer true you can change a field type after creating a field in Relativity - true/false - Answer 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 - Answer true the maximum character length of a fixed-length text field in Relativity - Answer 4, characters, 4,000 if unicode enabled default character length for fixed-length text fields - Answer 255 overlay behavior - Answer 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 - Answer true

the filter type list property controls how a field can be filtered in a view - true/false - Answer true relativity recommends allow by and allow pivot on long text fields - true/false - Answer false, allowing group by and pivot on long text fields can negatively impact system performance. Relativity recommends that you do NOT do this import behavior on a relational field - Answer controls how blank values are handled when importing through the RDC control alt and shift are the three options to identify keyboard shortcuts - true/false - Answer true 8,060 bytes is the sum of all fixed-length text fields for any individual object - true/false - Answer true - this is the relativity recommendation you need specific permissions to use filters in Relativity - true/false - Answer false - you do not need any specific permissions to use filters in Relativity boolean filters are only available on yes/no field types- true/false - Answer true everyone group - Answer a system group in Relativity - all users are members of this group system administrators - Answer a system group in Relativity- only specific users are part of this group and control instance permissions history tab - Answer a tab in Relativity where you can audit the actions of users throughout a workspace if you perform a job while previewing a user's security settings, the audit action will be credited to your account and not the user whose security you were previewing - true/false - Answer true imaging manager agent, imaging request agent, imaging response agent - Answer the three agents required to run any image jobs in your environment you can import an imaging profile from a previous workspace into your current one using the RDC - true/false - Answer true basic imaging profile uses Oracle, native imaging profile uses the worker manager server - true/false - Answer true native image time zone field only supports MSG, EML and MHT files - true/false - Answer false - it only supports MSG and EML files

you can add fields stored in datagrid to a layout - true/false - Answer false - you cannot add fields stored in datagrid to a layout in Relativity copy from previous is enabled for all fields - true/false - Answer false - copy from previous is disabled for read-only, system, and relational fields the following fields can be configured as a radio button - Answer yes/no, single choice the following fields can be configured as a checkbox - Answer yes/no, multiple choice alt+shift+z keyboard shortcut - Answer the default keyboard shortcut for copy from previous in Relativity the rich text editor in layouts is optimized for microsoft word - true/false - Answer true individual documents are audited when adding to a list - true/false - Answer false billing statistics - case rollup script must be run from the admin instance - true/false - Answer true billing statistics - users script can be run from the admin home instance - true/false - Answer true copy to legacy document fields can only be run to populate bates info on a production set in a workspace - true/false - Answer true before running the create sample set script, you must create and designate a yes/no field to select as the sample indicator - true/false - Answer true the propagate sent date to family documents script ignores docs where the date propagated field is set to yes - true/false - Answer true a user must also be able to view the script object to run the reviewer statistics script - true/false - Answer true you must create a yes/no field to flag the duplicate indicator for the set duplicate flag field script - true/false - Answer true the set extracted text size field script can be used with text files stored in data grid - true/false - Answer false two people can edit a markup at the same time - true/false - Answer false - an error will occur if you try to do this in Relativity

a system admin determines which text is available for redaction text boxes in a workspace - true/false - Answer true to edit redaction text you also need permissions to the markup set object as well as the individual markup set you are using - true/false - Answer true - relativity has a markup sets object in a workspace securable sets of redactions available to reviewers applying text redactions to documents in the viewer - Answer markup sets you can't use mass operations on data grid enabled fields - true/false - Answer 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 - Answer true when mass editing yes/no fields, the shaded check box sets the value to null - true/false

  • Answer true delete object dependencies - Answer 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 - Answer true mass print images is only available if you revert back to ActiveX viewer - true/false - Answer true - mass printing images was replaced by save as PDF after Relativity 9. mass print images is only available through firefox - true/false - Answer false - it is only available after enabling ActiveX and through IE you can only tally/sum/average on fixed-length text, choice, user and number fields - true/false - Answer true - although you still can't use this on data grid enabled fields move to folder path mass operations requires document utilities installed in your workspace - true/false - Answer true the save as PDF worker must be enabled for mass save as PDF jobs - true/false - Answer true production processes take higher priority in worker management than mass save as pdf
  • true/false - Answer true - inventory/discover/publish take priority over mass save as PDF instance-wide

production application upgrades occur concurrently with Relativity product updates - true/false - Answer true the combined length of the prefix and suffix cannot exceed 255 characters when using page-level/document-level numbering in a production - true/false - Answer true sorting in a production set is only available when using page or document level numbering - true/false - Answer true you must have view, add, and edit permissions for the production data source object in order to successfully create a data set - true/false - Answer true you can have the same document in multiple production data sources - true/false - Answer false - one for one relationship in a production set a workspace-wide saved search that defines documents that may or may not be produced - Answer production restriction takes a snapshot of the data sources to prepare documents before running a production

  • Answer stage production a change to the priority of a job in the branding queue also changes its priority in the production queue - true/false - Answer true cancel production job mass operation must be run from a workspace - true/false - Answer false - this can be run from the instance without even giving a user rights to the workspace a set of servers and file repositories that you can associate with a workspace - Answer resource pool by default all relativity scripts are secured and not available for editing - true/false - Answer true linked scripts can only be members of a script group as an admin tab - no groups of linked scripts within a workspace - true/false - Answer true use sampling - Answer admin operations permission that allows the use of sampling in Relativity docs sampled can be saved as a saved search - true/false - Answer false you can sample to include related items - true/false - Answer false - sampling is random and you can't include family members or other related items

scripts are relativity artifacts, meaning they can be secured and audited as standard relativity objects - true/false - Answer true provide the ability to identify documents containing specific keywords or terms - Answer search term reports The count of documents in the searchable set returned by only that particular term in a search term report - Answer unique hits relativity does not include relational groups outside of a searchable set even if this option is selected in a search term report - true/false - Answer true search term reporting is permissions blind, meaning it will report on hits that could be included in a folder secured from a reviewer, as long as the base search includes that secured folder - true/false - Answer true query across the searchable set of documents in the active view to return your results - Answer filters the default search engine in relativity that automatically populates with all extracted text during data import - Answer keyword provide you with the functionality to define and store queries for repeated use - Answer 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 - Answer dtSearch supports conceptual searching - Answer analytics index and searches a form of advanced searching that looks for specific patterns, as opposed to certain terms and phrases - Answer regular expressions (regex) a user retains the highest permissions from the combination of security groups they are in - true/false - Answer true only system admins can edit client/matter for a workspace - true/false - Answer true workspace processing settings item listed under instance items security - Answer an RDO for which there is no front-end implementation - it stores the invariant storeID and data grid settings but provides no functionality item level security overrides object level security - true/false - Answer true

overwrite inherited security - on - Answer 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 - Answer servers automatically added with an installation of Relativity analytics server, worker manager server - Answer 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 - Answer agent server server that temporarily stores natives, images, productions, and other file types the viewer uses - Answer cache location server accommodates the relativity.services application pool - Answer services server accommodates a distributed instance of a SQL server, which can house multiple workspace databases at one time - Answer SQL - distributed server accommodates the primary instance of SQL, which houses the EDDS database - Answer SQL - primary server facilities authentication based on specific code for distributed web servers - Answer web

  • distributed: forms authentication web server facilitates web background processing windows service - Answer web background processing web server facilitates active directory service for the WebAPI component - Answer webAPI: AD authentication web server facilitates authentication based on specific code for the webAPI component - Answer webAPI: forms authentication web server server that facilitates relativity analytics functions - Answer analytics server server that performs processing, imaging and conversion - Answer 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 - Answer connector

the machines a worker manager server uses to complete imaging, document conversion, and processing jobs - Answer worker it is possible to add workers without a worker manager server - true/false - Answer 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 - Answer 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 - Answer true provide aggregate tallies of field values - Answer summary reports relativity automatically creates new tabs when you add a new object type - true/false - Answer true a feature of Relativity that uses custom code to extract data from a source Relativity field and output it to a destination field - Answer transform set the name for custom code in reference to a transform set - Answer handler a Relativity-defined handler that extracts email domains from email addresses in a document set - Answer domain parsing SMTP/SMTP, X400 and X500 - Answer the types of handlers available when running a domain parsing transform set - correspond to different formats of email addresses a relativity-defined handler that parses the microsoft exchange conversation index to group all replies and forwards in an email conversation - Answer conversation index parsing individuals who have access to the Relativity environment - Answer users disable on date value is in UTC and does not represent local system time - true/false - Answer true customizable lists of items in Relativity - Answer views the items displayed on the list, based on a set of criteria/the fields of information displayed for returned items/the sort order of the returned items - Answer things that views control in Relativity when choosing an object type, ask yourself "what do I want to make a list of?" - Answer the answer is your object type for creating a view

xfirstword - Answer marks the beginning of a file in dtSearch xlastword - Answer marks the end of a file in dtSearch % in dtSearch - Answer fuzzy operator - returns documents containing spelling variations of a specified term ~ in dtSearch - Answer stemming - returns documents containing grammatical variations of a root word. limited to English only. ? in dtSearch - Answer Matches any single character

  • in dtSearch - Answer matches any number of characters PRE in dtSearch - Answer searches for a word that appears within a certain number of words before another word provides a fast and easy way to search for items in a list in Relativity - Answer filters The textbox filter treats each search term as if it were preceded and followed by a wildcard (*) and returns all versions of the term. True or False. - Answer True you can apply item-level security to a search index to lock it down from particular users - true/false - Answer true keyword searches support the use of a wildcard anywhere within the word - true/false - Answer false - only at the end of a word relativity highlights terms that meet the requirements of your proximity search as well as the individual search terms - true/false - Answer true you can use the dtSearch POST operator with Relativity - true/false - Answer false - Relativity does not support the POST operator. 34 is the character limit for words indexed by dtSearch - true/false - Answer false - 32 is the limit the w/n operator can be interchanged with WI (or wi) - true/false - Answer true = wildcard in dtsearch - Answer matches any single digit when searching for numerical patterns period (.) in RegEx - Answer matches any alphanumeric character or symbol \d in RegEx - Answer matches a whole number 0-

\w in RegEx - Answer matches an alphanumeric character a-z \W in regex - Answer matches symbols [a-z] in Regex - Answer character set, at least one of which must be a match, but no more than 1 unless otherwise specified (abc), (123) in RegEx - Answer character group, matches the characters abc or 123 in that exact order | in regex - Answer alternation - allows for alternative matches and functions like the boolean OR ? in regex - Answer question mark matches when the character preceding? occurs 0 or one time only

  • in regex - Answer matches when the character preceding * matches 0 or mote times
  • in regex - Answer matches when the character preceding + matches 1 or more times, and makes it mandatory .* in regex - Answer combine these .* in that order to match for any character 0 or more times {n} in Regex - Answer matches when the preceding character, or character group, occurs n times exactly {n, m} - Answer matches when the preceding character, or character group, occurs at least n times, and at most m times \ in regex - Answer escape character, use this to search for reserved metacharacters

in dtsearch - Answer signifies to DtSearch that the string will be a regular expression

add or delete permissions on the search object controls the saved search mass action - true/false - Answer true the default search view controls default fields and search order for saved searches - true/false - Answer true provides the functionality for importing document load, image, and production files, as well as for exporting production sets, saved searches, and folders. you can also use this utility to import and export object data. - Answer Relativity Desktop Client (RDC)

display options for a yes/no field on a layout - Answer drop-down menu, checkbox, radio button list display options for a single choice field on a layout - Answer drop-down menu, radio button analyzes email document headers to identify all aliases (proper names, email addresses, etc.) and the entities (person, distributed group, etc.) those aliases belong to

  • Answer name normalization name normalization automatically merges entities with those created by legal hold, processing, or case dynamics - true/false - Answer true communications analysis visualization tool is based off of the following fields - Answer entity from, entity recipient only the top _____ communicators by volume are displayed at one time in the communications analysis widget - Answer 500 stemming character in dtsearch, matches grammatical variations of a root word - Answer ~ fuzzy searching in dtsearch, matches spelling variations of a root word - Answer % matches any single character in dtsearch wildcard - Answer? matches any number of characters in dtsearch wildcard - Answer * matches phrases in dtsearch - Answer " " credit card auto recognition syntax in dtsearch - Answer creditcard() date auto recognition syntax in dtsearch - Answer date() email address auto recognition syntax in dtsearch - Answer mail()