Relativity Admin Guide

485 Pages·2016·12.99 MB·English

Admin Guide
March 23, 2017- Version 9& 9.1
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Table of Contents
1Admin guideoverview 24
1.1Navigation 24
1.1.1Logging in 24
1.1.2User options 25
1.1.3Core reviewer interface 28
1.1.4Resetting your password 30
1.1.5Favorites 31
1.1.6Quicknav 32
1.1.7Quicknavfunctionality 34
2Relativity applications 34
2.1System securedapplications 34
2.1.1Applicationsinstalledinthe ApplicationLibrary 35
2.1.2Applicationsinstalledinworkspaces 35
2.2Relativitycustom applications 35
2.3RelativityEcosystem 36
2.4Administering Relativityapplications 36
2.5Exporting applications 36
2.5.1Applicationstate settingsonexport 37
2.5.2Exporting anapplication 37
2.6Locking andunlocking applications 37
2.6.1Locking anapplication 38
2.6.2Modifying savedsearchesina lockedapplication 38
2.6.3Unlocking anapplication 39
2.7Installing applications 39
2.7.1Installing applicationstothe ApplicationLibrary 40
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2.7.2Installing applicationstoworkspaces 41
2.8Troubleshooting applicationinstallationerrors 47
2.8.1Installationerror list 47
2.8.2Resolving installationerrors 48
2.8.3Pre andPostInstall eventhandler errors 49
2.9Checking the error statuses 49
2.10Uninstalling anddeleting applications 49
2.10.1Uninstalling applications 50
2.10.2Deleting applications 59
2.11Upgrading applications 59
2.11.1Upgrading anapplication 59
2.11.2Troubleshooting applicationupgrades 60
3Bandwidth tester 62
3.1Launching the bandwidthtester 62
3.2Executing a latencytest 63
3.2.1Measuring networkdelaywitha latencytest 63
3.2.2Executing a latencytest 64
3.3Executing a downloadtest 65
3.3.1Measuring downloadspeedwitha downloadtest 65
3.3.2Executing a downloadtest 65
4Batches 66
4.1BatchfieldsinRelativity 67
4.2Creating andediting batchsets 67
4.2.1Fields 68
4.2.2BatchSetconsole 69
4.3Deleting a batchset 70
4.4Searching for documentsnotincludedinexisting batchsets 70
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4.5Assigning batchesandchecking batchesinandout 71
4.5.1Assigna batchor checka batchout 71
4.5.2Reassigna batchor checka batchin 71
4.6Building viewsfor checked-outdocuments 72
4.6.1Builda checked-outdocumentsview 72
5Choices 72
5.1Creating andediting anadminchoice 74
5.1.1Adminfields 74
5.2Creating andediting a choice ina workspace 75
5.2.1Fieldsinworkspaces 75
5.3Removing a choice 76
5.4Sorttoplevel choices 76
6Clients 77
6.1Creating or editing a client 79
6.1.1Fields 79
7Document skip 79
7.1Enabling documentskip 80
7.2Using documentskip 81
7.2.1Changing skipmode 82
8Errors 82
8.1Fields 84
9Fields 85
9.1System fields 87
9.2Creating andediting fields 88
9.3Fieldsonfield 89
9.3.1Object 89
9.3.2Fieldinformation 89
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9.3.3Propagation 92
9.3.4Listproperties 92
9.3.5Yes/Nofielddisplayvalues 94
9.3.6Relational fieldproperties 94
9.3.7Keyboardshortcut 95
9.3.8RelativityApplications 96
9.4Fieldtypes 96
9.4.1Fixed-lengthtext 96
9.4.2Long text 96
9.4.3Date 97
9.4.4Whole number 97
9.4.5Decimal 97
9.4.6Currency 97
9.4.7Yes/No 97
9.4.8Single choice 98
9.4.9Multiple choice 98
9.4.10User 98
9.4.11File 98
9.4.12Single object 98
9.4.13Multiple object 99
9.4.14Associative ObjectType 99
9.5Fieldsandperformance 99
9.6Adding HTML alertsandlinks 100
9.6.1Adding analerttoa layout 100
9.6.2Adding a linktoa layout 101
9.7Applying propagationtodocuments 101
9.7.1Propagating todocumentsinmultiple groups 102
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10Filters 104
10.1Setting filters 105
10.1.1Changing item setsper page 106
10.1.2Saving filtersasa search 106
10.2Filter types 107
10.2.1Booleanfilters 107
10.2.2Custom only 108
10.2.3Listfilters 108
10.2.4MultiListfilters 109
10.2.5Popuppicker filters 110
10.2.6Textbox filters 111
10.3Textbox filter searchexamples 112
10.3.1Booleanandother searchoperators 112
10.3.2Alphabetical filtering 113
10.3.3Datesandnumbers 113
11Groups 114
11.1System groups 116
11.2Creating andediting groups 116
11.3Fields 117
11.4Adding userstogroups 117
12History 118
12.1Historyviewfields 119
12.2Filtersonthe Historytab 120
12.3Auditedactions 121
13Imaging 122
13.1Troubleshooting imaging 123
13.2Image onthe fly 123
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13.3Massimage 123
13.4Imaging profiles 124
13.4.1Creating andediting animaging profile 124
13.4.2Fields 125
13.4.3Native file imaging profile validation 130
13.4.4Viewing imaging profile details 131
13.5Imaging sets 133
13.5.1Using imaging sets 133
13.5.2Creating andediting animaging set 133
13.5.3Fields 133
13.6Running animaging set 135
13.6.1Imaging process 137
13.6.2Imaging profile caching 138
13.6.3PasswordBank 138
13.7Monitoring imaging status 138
13.8Imaging errors 140
13.8.1Viewing imaging errors 140
13.8.2Imaging error scenarios 142
13.8.3Retrying imaging errors 143
13.9QC Review 144
13.9.1Hiding imagesfor QC 145
13.9.2Releasing images 145
13.10Imaging jobsinthe Worker Manager queue 147
13.11Imaging history 149
13.12Imaging native types 150
13.12.1Editing a native type 151
13.12.2Generating a complete listof native typesandtheir respective imaging engines 151
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14Indented lists 152
14.1Creating a basic indentedlistview 152
14.2Fields 154
14.3Creating a conversationindex indentedlist 154
14.4Creating anEquivioindentedlist 156
14.5Creating a numeric indentedlist 156
15Inlinetagging 157
15.1Creating tagsfor transcripts 160
15.2Adding a tag toa transcript 161
15.3Viewing tagsina transcript 161
15.4Removing a tag from a transcript 161
16InstanceDetailstab 161
16.1Monitoring Relativityenvironmentsfrom the Instance Detailstab 162
16.1.1License information 162
16.1.2Alerts 162
16.1.3Security 163
16.1.4User Information 163
16.1.5Queues 164
16.2Adding andediting a Message of the Day 164
17Keyboard shortcuts 164
17.1Keyboardshortcutslegend 165
17.2Special considerationsfor keyboardshortcuts 167
17.3Documentfieldtype shortcuts 168
17.4Documentchoice shortcuts 168
17.5Creating keyboardshortcuts 169
18Layouts 170
18.1Creating andediting layouts 173
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18.2Fields 173
18.3Adding a choice toa layout 174
18.4Fieldsonchoice 174
18.5Adding layoutcontent 175
18.6Pop-upsonthe layout 176
18.7Adding fieldsandtext 176
18.7.1FieldsonAddFieldtoLayout 176
18.7.2Adding texttoa layout 179
18.7.3FieldsonAddText 179
18.8Creating a newcategory 180
18.8.1Fields 180
18.9Adding childandassociative objectlists 181
18.9.1Adding anobject 181
18.9.2Adding childobjectlists 182
18.9.3Fieldsonchildobjectlist 182
18.9.4Adding associative objectlists 182
18.9.5Fieldsonassociative objectlist 183
18.10Copyfrom Previous 183
18.10.1Adding the Copyfrom Previoustoolbar 183
18.10.2Using Copyfrom Previous 184
19Lists 185
19.1Enabling listsonanobject 186
19.2Saving a list 187
19.3Viewing itemsina list 188
19.3.1Converting a newlistof documentsintoa savedsearch 188
19.3.2Incorporating a listof documentsasa searchcriterionina savedsearch 188
19.3.3Creating a viewfrom a savedlist 188
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20Relativity Script Library 189
20.1Analyticsbillable estimate 191
20.1.1Special considerations 191
20.1.2Inputs 191
20.1.3Results 191
20.2Billing statistics- case rollup 192
20.2.1Inputs 192
20.2.2Results 192
20.3Billing statistics- users 193
20.3.1Inputs 193
20.3.2Results 194
20.4Create sample set 195
20.4.1Special considerations 195
20.4.2Inputs 196
20.4.3Results 197
20.5dtSearchindex autoincremental build 197
20.5.1Special considerations 197
20.5.2Results 197
20.6Forgottenpasswordresetaudit 197
20.6.1Inputs 197
20.6.2Results 198
20.7Getindex fragmentationlevels 198
20.7.1Special considerations 198
20.7.2Inputs 198
20.7.3Results 198
20.8Globallyadminister keyboardshortcuts 199
20.8.1Category 199
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