Relativity Admin Guide - 8.1 - kCura

451 Pages·2016·13.59 MB·English

Admin Guide
Version 8.1 | March 2, 2016
Forthe mostrecentversionof thisdocument, visitourdocumentation website.
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 29
2Relativity Applications 31
2.1Building applicationsusing RelativityDynamic Objects 31
2.1.1Tutorial:Builda sample application 32
2.2Out-of-the-box applications 32
2.3Working withapplications 32
3Bandwidth tester 34
3.1Launching the bandwidthtester 34
3.2Executing a latencytest 35
3.3Executing a downloadtest 36
3.4Executing anuploadtest 37
4Batches 38
4.1BatchfieldsinRelativity 38
4.2Creating andediting batchsets 39
4.2.1Fields 39
4.2.2BatchSetconsole 41
4.3Deleting a batchset 41
4.4Searching for documentsnotincludedinexisting batchsets 42
4.5Assigning batchesandchecking batchesinandout 42
4.5.1Assigna batchor checka batchout 42
Relativity|AdminGuide - 2
4.5.2Reassigna batchor checka batchin 43
4.6Building viewsfor checked-outdocuments 43
4.6.1Builda checked-outdocumentsview 43
5Choices 44
5.1Creating andediting a choice inAdminmode 44
5.1.1FieldsinAdminmode 44
5.2Creating andediting a choice inWorkspacesmode 45
5.2.1FieldsinWorkspacesmode 45
5.3Removing a choice 46
5.4Sorttoplevel choices 46
6Clients 48
6.1Creating or editing a client 48
6.1.1Fields 48
7Deleting object dependencies 48
7.1Force deleting objectdependencies 49
7.2Displaying andinterpreting the dependenciesreport 49
7.3Considering the fieldsof force deletedobjects 51
8Document skip 51
8.1Enabling documentskip 52
8.2Using documentskip 53
8.2.1Changing skipmode 54
9Errors 54
9.1Fields 55
10Fields 55
10.1System fields 55
10.2Creating andediting fields 57
10.3Fieldsonfield 57
Relativity|AdminGuide - 3
10.3.1Object 57
10.3.2Fieldinformation 58
10.3.3Propagation 60
10.3.4Listproperties 60
10.3.5Yes/Nofielddisplayvalues 63
10.3.6Relational fieldproperties 63
10.3.7Keyboardshortcut 64
10.3.8RelativityApplications 65
10.4Fieldtypes 65
10.4.1Fixed-lengthtext 65
10.4.2Long text 65
10.4.3Date 66
10.4.4Whole number 66
10.4.5Decimal 66
10.4.6Currency 66
10.4.7Yes/No 66
10.4.8Single choice 67
10.4.9Multiple choice 67
10.4.10User 67
10.4.11File 67
10.4.12Single object 67
10.4.13Multiple object 68
10.4.14Associative ObjectType 68
10.5Fieldsandperformance 69
10.6Adding HTML alertsandlinks 69
10.6.1Adding analerttoa layout 69
10.6.2Adding a linktoa layout 70
Relativity|AdminGuide - 4
10.7Applying propagationtodocuments 70
10.7.1Propagating todocumentsinmultiple groups 71
11Filters 73
11.1Using filters 74
11.1.1Changing item setsper page 75
11.1.2Saving filtersasa search 75
11.2Filter types 76
11.2.1Booleanfilters 76
11.2.2Custom only 76
11.2.3Listfilters 77
11.2.4MultiListfilters 78
11.2.5Popuppicker filters 79
11.2.6Textbox filters 80
11.3Textbox filter searchexamples 81
11.3.1Booleanandother searchoperators 81
11.3.2Alphabetical filtering 81
11.3.3Datesandnumbers 82
12Groups 83
12.1System groups 83
12.2Creating andediting groups 83
12.3Fields 84
12.4Adding userstogroups 85
13History 86
13.1Historyviewfields 86
13.2Filtersonthe Historytab 87
13.3Auditedactions 88
14Imaging 90
Relativity|AdminGuide - 5
14.1Imaging profiles 90
14.2Imaging sets 91
14.3Native types 91
14.3.1Editing a native type 92
14.3.2Generating a complete listof native typesandtheir respective imaging engines 92
14.4Processing Queue 92
14.5Troubleshooting imaging 93
14.6Image onthe fly 93
14.7Massimage 93
14.8Creating andediting animaging profile 94
14.8.1Fields 94
14.8.2Native file imaging profile validation 99
14.8.3Viewing imaging profile details 100
14.9Creating andediting animaging set 102
14.9.1Fields 103
14.10Running animaging set 104
14.10.1Imaging profile caching 105
14.10.2PasswordBank 105
14.11Monitoring imaging status 105
14.11.1Imaging error scenarios 107
14.12QC Review 107
14.12.1Hiding images 108
14.12.2Releasing images 108
14.12.3Appendix 109
14.13Imaging history 110
14.14Imaging queue 112
15Indented lists 114
Relativity|AdminGuide - 6
15.1Creating a basic indentedlistview 115
15.2Fields 116
15.3Creating a conversationindex indentedlist 117
15.4Creating anEquivioindentedlist 119
15.5Creating a numeric indentedlist 119
16Inlinetagging 120
16.1Using Inline tagging 120
16.2Creating tagsfor transcripts 123
16.3Adding a tag toa transcript 123
16.4Viewing tagsina transcript 124
16.5Removing a tag from a transcript 124
17Keyboard shortcuts 124
17.1Keyboardshortcutslegend 124
17.1.1System actionkeyboardshortcuts 126
17.1.2InternetExplorer keyboardshortcuts 127
17.2Special considerationsfor keyboardshortcuts 127
17.3Documentfieldtype shortcuts 128
17.4Documentchoice shortcuts 128
17.5Creating keyboardshortcuts 129
18Layouts 130
18.1Creating andediting layouts 130
18.2Fields 130
18.3Adding a choice toa layout 132
18.4Fieldsonchoice 132
18.5Adding layoutcontent 134
18.6Pop-upsonthe layout 135
18.7Adding fieldsandtext 136
Relativity|AdminGuide - 7
18.7.1FieldsonAddFieldtoLayout 136
18.7.2Adding texttoa layout 139
18.7.3FieldsonAddText 139
18.8Creating a newcategory 140
18.8.1Fields 141
18.9Adding childandassociative objectlists 142
18.9.1Adding anobject 142
18.9.2Adding childobjectlists 143
18.9.3Fieldsonchildobjectlist 144
18.9.4Adding associative objectlists 145
18.9.5Fieldsonassociative objectlist 146
18.10Copyfrom Previous 147
18.10.1Adding the Copyfrom Previoustoolbar 147
18.10.2Using Copyfrom Previous 148
19Lists 149
19.1Enabling Listsonanobject 149
19.2Saving a list 150
19.3Viewing itemsina list 151
19.3.1Converting a newlistof documentsintoa savedsearch 151
19.3.2Incorporating a listof documentsasa searchcriterionina savedsearch 152
19.3.3Creating a viewfrom a savedlist 152
20Markups 153
20.1Highlights 153
20.1.1Creating highlights 153
20.2Redactions 153
20.2.1Creating basic redactions 154
20.2.2Creating inverse redactions 154
Relativity|AdminGuide - 8
20.2.3Creating full-page redactions 155
20.2.4Creating massredactions 155
20.3Editing markups 155
20.3.1Working withoverlapping markups 156
20.3.2Editing redactiontext 156
20.3.3Editing fontsize intextbox redactions 157
20.4Massdeleting markups 157
20.5Controlling redactionvisibility 157
20.6Viewing markuphistory 158
20.7Using the MarkupNavigationpane 158
21Markup sets 158
21.1Creating andediting a markupset 160
21.2Fields 160
21.3Copying markupsets 161
22Massoperations 162
22.1Massedit 163
22.1.1Working withmulti-choice fieldsonthe masseditform 163
22.2Massmove 165
22.3Massdelete 166
22.3.1Performing a massdelete ondocuments 166
22.3.2Performing a massdelete onother objects 168
22.3.3Enabling or disabling snapshotauditing ondelete 169
22.4Massproduce 169
22.5Massreplace 169
22.6Massimage 170
22.7Massprintimages 171
22.7.1Printoptions 171
Relativity|AdminGuide - 9
22.8Tally/sum/average 172
22.9SendtoCaseMap 173
22.10Massexporttofile 175
22.10.1Fields 175
22.11Processtranscripts 176
23Matters 176
23.1Creating or editing a matter 177
24MessageoftheDay (MotD) 177
25OCR 178
25.1Creating andediting anOCR profile 178
25.2Fields 179
25.3Creating andediting anOCR set 180
25.4Fields 180
25.5Running anOCR set 181
25.6Viewing OCR text 183
25.7Filtering andsearching onthe OCR textfield 185
25.8OCR queue 187
26Pivot 188
26.1Pivotprofiles 189
26.1.1Creating or editing a Pivotprofile 189
26.2Running Pivotreports 190
26.2.1Creating a Pivotreport 191
26.2.2Working withPivotgridresults 192
26.2.3Working withPivotchartresults 192
26.2.4Rerunning out-of-date Pivotdata 194
26.2.5Using Pivottofilter your documentlist 194
27Persistent highlight sets 194
Relativity|AdminGuide - 10