Relativity Admin Guide - 9.5

601 Pages·2017·15.42 MB·English

N
O
I
S
R
E
V

D
E
VAdmin Guide
I
H January 25, 2017 - Version 9.5.41.87
C
R
A
-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
For the mostrecentversionof thisdocument, visitour documentation website.
Table of Contents
1Admin guideoverview 28
1.1Navigation 28
1.1.1Logging in 28
N
1.1.2Tabnavigation 28
O
1.1.3User options 31
1.1.4NewUI framework I 34
S
1.1.5Core reviewer interface 37
R
1.1.6Resetting your password 39
E
1.1.7Favorites 40
V
1.1.8Quicknav 41
1.1.9Quicknavfunctionality 43
D
1.2Logging intoRelativity 43
1.2.1Passwordonly E 43
1.2.2Password:twofactor V 43
1.2.3Active Directory 44
I
H
1.2.4IntegratedAuthentication 45
1.2.5ClientCCertificate 45
1.2.6RSA 45
R
1.2.7OpenID Connect 46
A
1.2.8SAML 2.0 46
1.2.9Creating or resetting a password 46
1.2.10Logging intoRelativitywitha password 49
2Relativity applications 49
2.1System securedapplications 50
2.1.1Applicationsinstalledinthe ApplicationLibrary 50
Relativity|AdminGuide - 2 Archived Version
2.1.2Applicationsinstalledinworkspaces 50
2.2Relativitycustom applications 50
2.3Administering Relativityapplications 51
2.4Exporting applications 51
2.4.1Applicationstate settingsonexport N 52
2.4.2Exporting anapplication 52
O
2.5Locking andunlocking applications 53
I
2.5.1Locking anapplication 53
S
2.5.2Modifying savedsearchesina lockedapplication 53
R
2.5.3Unlocking anapplication 54
E
2.6Installing applications 54
V
2.6.1Installing applicationstothe ApplicationLibrary 55
2.6.2Installing applicationstoworkspaces 56
D
2.7Troubleshooting applicationinstallationerrors 62
E
2.7.1Installationerror list 62
V
2.7.2Resolving installationerrors 63
2.7.3Pre andPostInstIall eventhandler errors 64
H
2.7.4Checking the error statuses 64
2.8UninstallingCanddeleting applications 65
2.8.1UnRinstalling applications 65
2.8.2Deleting applications 74
A
2.9Upgrading applications 74
2.9.1Upgrading anapplication 74
2.9.2Troubleshooting applicationupgrades 75
3Authentication 76
3.1Authenticationmechanisms 76
3.2Authenticationobjectmodel 77
Relativity|AdminGuide - 3 Archived Version
3.2.1Authenticationobjectpermissions 78
3.3Configuring Relativityauthentication 78
3.4Enable authenticationprovider types 78
3.5Creating authenticationproviders 79
3.5.1Authenticationprovider settings N 79
3.5.2IntegratedAuthenticationprovider 80
O
3.5.3Active Directoryprovider 80
I
3.5.4RSAprovider 80
S
3.5.5Passwordprovider 80
R
3.5.6Clientcertificate provider 80
E
3.5.7OpenID Connectprovider 81
V
3.5.8SAML 2.0provider 84
3.6Authenticationchangesfrom previousve rsions 90
D
3.6.1Changesfrom previousversions 90
E
3.6.2Passwordworkflowchanges 91
V
3.7Managing user authenticationmethods 92
3.7.1InvitationworkfloIw 92
H
3.7.2Manuallysetting passwords 95
3.7.3Active DCirectory 96
3.7.4InRtegratedAuthentication 96
3.7.5ClientCertificate 97
A
3.7.6RSA 98
3.7.7OpenID Connect 98
3.7.8SAML 2.0 98
3.8Authenticationprocedures 98
3.8.1Setting IPaddressrange 99
3.8.2Configuring integratedauthentication 100
Relativity|AdminGuide - 4 Archived Version
3.8.3Sending Email 100
3.8.4Enabling IntegratedAuthentication 100
3.8.5RSA System requirements 104
3.9OAuth2clients 105
3.9.1Creating or editing anOAuth2client N 105
3.9.2Resetting a clientsecret 107
O
3.9.3Deleting anOAuth2client 107
I
Viewing anOAuth2clientaudithistory 108
S
3.10Federatedinstances 108
R
3.10.1Creating or editing a federatedinstance 109
E
3.10.2Deleting a federatedinstance 110
V
Viewing a federatedinstance audithistory 110
4Bandwidth tester 111
D
4.1Launching the bandwidthtester 111
E
4.2Executing a latencytest 112
V
4.2.1Measuring networkdelaywitha latencytest 112
4.2.2Executing a latenIcytest 113
H
4.3Executing a downloadtest 114
4.3.1MeasurCing downloadspeedwitha downloadtest 114
4.3.2ExRecuting a downloadtest 114
5Batches 115
A
5.1BatchfieldsinRelativity 116
5.2Creating andediting batchsets 116
5.2.1Fields 117
5.2.2BatchSetconsole 118
5.3Deleting a batchset 119
5.4Searching for documentsnotincludedinexisting batchsets 119
Relativity|AdminGuide - 5 Archived Version
5.5Assigning batchesandchecking batchesinandout 120
5.5.1Assigna batchor checka batchout 120
5.5.2Reassigna batchor checka batchin 120
5.6Building viewsfor checked-outdocuments 121
5.6.1Builda checked-outdocumentsview N 121
6Choices 121
O
6.1Creating andediting anadminchoice 122
I
6.1.1Adminfields 122
S
6.2Working withchoices 123
R
6.3Adding choices 123
E
6.4Editing choices 125
V
6.5Reordering choices 125
6.5.1Ordering choicesalphabetically 126
D
6.5.2Nesting choices 126
E
6.5.3Choice options 128
V
6.5.4Removing a choice 129
6.6PermissionconsideraItionsfor the choice editor 129
H
6.7Accessing the ChoicesListtab 129
6.7.1FieldsinCworkspaces 130
6.7.2ReRmoving a choice 131
6.7.3Sorttoplevel choices 131
A
7Clients 132
7.1Creating or editing a client 132
7.1.1Fields 132
7.2Enabling tenancyona client 133
7.2.1Generating a tenancyrequest 133
7.2.2Applying the activationkey 133
Relativity|AdminGuide - 6 Archived Version
8Dashboards 134
9Document skip 139
9.1Enabling documentskip 140
9.2Using documentskip 141
9.2.1Changing skipmode N 142
10Errors 142
O
10.1Fields 143
I
11Fields 144
S
11.1System fields 144
R
11.2Creating andediting fields 146
E
11.3Fieldsonfield 146
V
11.3.1Object 146
11.3.2Fieldinformation 147
D
11.3.3Propagation 151
E
11.3.4Listproperties 151
V
11.3.5Yes/Nofielddisplayvalues 153
11.3.6Relational fieldIproperties 153
H
11.3.7Keyboardshortcut 154
11.3.8RelativCityApplications 155
11.4FieldRtypes 155
11.4.1Fixed-lengthtext 155
A
11.4.2Long text 155
11.4.3Date 156
11.4.4Whole number 156
11.4.5Decimal 156
11.4.6Currency 156
11.4.7Yes/No 156
Relativity|AdminGuide - 7 Archived Version
11.4.8Single choice 157
11.4.9Multiple choice 157
11.4.10User 157
11.4.11File 157
11.4.12Single object N 157
11.4.13Multiple object 158
O
11.4.14Associative ObjectType 158
I
11.5Fieldsandperformance 159
S
11.6Adding HTML alertsandlinks 159
R
11.6.1Adding analerttoa layout 159
E
11.6.2Adding a linktoa layout 160
V
11.7Applying propagationtodocuments 160
11.7.1Propagating todocumentsinmultip le groups 161
D
12Filters 163
E
12.1Showing andhiding filtersinthe item list 164
V
12.2Setting a filter 165
12.3Filter types I 167
H
12.3.1Using Booleanfilters 167
12.3.2UsingCnumeric filtersfor numbers 168
12.3.3URsing Listfilters 169
12.3.4Using date filters 170
A
12.3.5Using multilistfilters 172
12.3.6Using textbox filters 173
12.3.7Textbox filter searchexamples 174
12.3.8Using advancedtextbox filtering 176
12.4Changing item setsper page 177
12.5Saving filtersasa search 177
Relativity|AdminGuide - 8 Archived Version
13Groups 178
13.1System groups 178
13.2Creating andediting groups 179
13.3Fields 180
13.4Adding userstogroups N 180
13.5Adding or removing groupsfrom a tenancy 181
O
14History 181
I
14.1Historyviewfields 182
S
14.2Filtersonthe Historytab 183
R
14.3Auditedactions 184
E
15Imaging 186
V
15.1Troubleshooting imaging 187
15.2Image onthe fly 187
D
15.3Massimage 187
E
15.4Imaging profiles 187
V
15.4.1Creating andediting animaging profile 188
15.4.2Fields I 189
H
15.4.3Native file imaging profile validation 194
15.4.4ViewinCg imaging profile details 195
15.5ImagRing sets 197
15.5.1Using imaging sets 197
A
15.5.2Creating andediting animaging set 198
15.5.3Fields 198
15.6ApplicationFieldCodes 199
15.6.1ApplicationFieldCodesinRelativity 200
15.6.2ApplicationFieldCode formats 202
15.6.3Creating or editing anApplicationFieldCode 202
Relativity|AdminGuide - 9 Archived Version
15.6.4Fields 203
15.6.5Linking anApplicationFieldCode toa native imaging profile 204
15.7Running animaging set 204
15.7.1Imaging process 206
15.7.2Imaging profile caching N 207
15.7.3PasswordBank 207
O
15.8Monitoring imaging status 207
I
15.9Imaging errors 209
S
15.9.1Viewing imaging errors 209
R
15.9.2Imaging error scenarios 211
E
15.9.3Retrying imaging errors 212
V
15.10QC Review 213
15.10.1Hiding imagesfor QC 214
D
15.10.2Releasing images 214
E
15.11Imaging jobsinthe Worker Manager queue 216
V
15.12Imaging history 218
15.13Imaging native typIes 219
H
15.13.1Editing a native type 220
15.13.2GeneCrating a complete listof native typesandtheir respective imaging engines 220
16IndentedRlists 221
16.1Creating a basic indentedlistview 221
A
16.2Fields 223
16.3Creating a conversationindex indentedlist 223
16.4Creating anEquivioindentedlist 224
16.5Creating a numeric indentedlist 225
17Inlinetagging 226
17.1Creating tagsfor transcripts 229
Relativity|AdminGuide - 10 Archived Version