Post-Installation

Verification Test

v9.2

October 4, 2018

Table of Contents

1Overview

2Opening Relativity and verifying licenses

☐ Open Relativity

☐ Log in to Relativity

☐ Verify licensing information

☐ Verify agents

☐ Verify server registration

3Adding the Smoke client, matter, user, and group

☐ Create the Smoke client

☐ Create the Smoke matter

☐ Create the Smoke user

☐ Create the Smoke group

☐ Add the Smoke user to a group

4Logging in as the Smoke user

☐ Log in to Relativity with new credentials

☐ Create the Smoke workspace

☐ Create the Parent Document ID field

☐ Add the Smoke group

5Downloading and importing test data

☐ Download the test data

☐ Import the test data

☐ Process a transcript

6Creating workspace elements

☐ Create a new field

☐ Create new choices

☐ Create a new layout

☐ Create a new markup set

7Favoriting the Smoke workspace

☐ Favorite the Smoke workspace

8Creating a new search and imaging profile

☐ Create a new saved search

☐ Create a new imaging profile

☐ Create a new imaging set

☐ Image the documents using native imaging

☐ Image the documents using basic imagining

☐ Redact and save an image as a PDF

9Coding documents as responsive

☐ Code a document as responsive

☐ Create a new summary report

☐ Create a new view to return responsive documents

☐ View responsive documents

☐ Verify Family documents display in the related documents pane

10Creating a new production set

☐ Create a new field

☐ Create a new production set

☐ Add a Data Source

☐ Run a production

☐ Export the production

☐ Verify the production deleted properly

11Creating a new OCR set

☐ Create a new field

☐ Create a new OCR set

12Performing searches

☐ Perform a keyword search

☐ Create a new dtSearch index

☐ Verify dtSearch index creation is successful

☐ Search for a term using the dtSearch dictionary

13Using Relativity Analytics

☐ Create a new Relativity Analytics index

☐ Use Relativity compare

☐ Create a new cluster

☐ Install Analytics

☐ Modify the default analytics profile

☐ Run structured analytics

14Viewing email threading

☐ Create a view to display email threading

☐ Test the email threading display

15Using Assisted Review

☐ Install Assisted Review

☐ Create a new field for an Assisted Review project

☐ Create an Assisted Review project

☐ Run an Assisted Review project

☐ Code documents in Assisted Review

☐ Finish the Assisted Review round

16Creating batches

☐ Create a new batch set

17Creating dynamic objects

☐ Create a new object type

☐ Create a new field

☐ Add a field to the build layout console

☐ Add an associative object to the Smoke layout

☐ Create a new transform set

18Creating and running a Search Terms Report

☐ Create a new Search Terms Report

19Creating a persistent highlight set

☐ Create a new persistent highlight set

☐ Verify the persistent highlight set functionality

20Creating and running a Pivot

☐ Create a new Pivot

21Installing and customizing the Processing application

☐ Import an application

☐ Create a new choice

☐ Customize the Processing application

☐ Run the Map Processing Fields script

☐ Add a new processing set

☐ Add password to password bank

☐ Inventory files

☐ Discover files

☐ Publish processing files

☐ Review Processing Set Status

22Deleting the Smoke workspace

☐ Create and delete the Branding Manager agent

☐ Verify the Smoke user

☐ Delete the Smoke indexes

☐ Delete the Smoke group

☐ Delete the Smoke user

☐ Delete the Smoke workspace

Proprietary Rights

1Overview

To verify that your Relativity environment is functioning properly after an initial installation, complete the following post-installation verification tasks. This is also known as a smoke test which verifies that the most crucial functions of Relativity work correctly. You can choose to either use the guide as a top to bottom test, performing each test in order or you can choose to test only specific features within your environment like Analytics or Processing. Then, mark the checkboxes next to each procedure when it is complete.

This document assumes you are working in the newest version of Relativity, which includes template data that matches the information in this document.

2Opening Relativity and verifying licenses

☐Open Relativity

  1. Navigate to the Relativity login page: one of the following browsers: Internet Explorer, Google Chrome, Firefox, or Safari.
  2. This login can change. Verify the credentials of the machine you are testing.
  3. Verify that the disclaimer displays properly (if applicable).

Note:Disclaimers appear in the text box above. There may not be disclaimer if Relativity is configured to not show one.

☐Log in to Relativity

  1. Login to Relativity using a system admin account.
  2. Verify the correct logo displays in the upper-left corner of Relativity.

☐Verify licensing information

Verify your licensing information remains unchanged. Ensure that an ALERT message doesn’t appear in the upper-right corner of Relativity. You can check the Instance Details tab for an ALERT message as well.

☐Verify agents

Note: Refer to the list of agents in the documentation. For purposes of this document, only verify the core Relativity feature agents as you may not have the other non-core application-specific agents installed.

  1. Navigate to the Server & Agent Managementtab and click on the Agents tab.
  2. Verify that all agents are present and running (Enabled = Yes).

☐Verify server registration

Verify that all servers are registered on the Serverstab under Server & Agent Management. Note: The servers are named after the SQL instance, not as “localhost.”

  1. Check the following servers:
  • SQL – Primary
  • Agent
  • Cache Location Server
  • Web Background Processing
  • Web Forms Authentication
  • Analytics Server
  • WebAPI Forms Authentication
  • Worker
  • Worker Manager Server
  • Services
  1. Verify that all servers upgraded to the correct version. Refer to the value listed in the Version field.

Note: When you upgrade Relativity, some servers won’t list the updated version number until you start them. This means that if a server lists an old version number after you upgrade, click the Edit link next to the server name and change its Status field to Active.

3Adding the Smoke client, matter, user, and group

☐Create the Smoke client

  1. Navigate to the User and Group Management tab and click on theClients tab.
  2. Click New Client and enter the following field information:
  3. Name -Smoke Client
  4. Client Number -Today’s date (MMDDYYYY)
  5. Status - Active
  6. Click Save.

☐Create the Smoke matter

  1. Navigate to the User and Group Management tab and click on the Matters tab.
  2. Click New Matter and enter the following:
  3. Name -Smoke Matter
  4. Matter Number - Today’s date (MMDDYYYY)
  5. Status - Active
  6. Client - Smoke Client
  7. Click Save.

☐Create the Smoke user

  1. Navigate to the User and Group Management tab and click on the Users tab.
  2. Click New User and enter the following:
  3. First Name -Smoke
  4. Last Name - User
  5. Email Address -
  6. Client – Smoke Client
  7. Password - Manually set password
  8. New Password–Create a password
  9. Retype Password–Retype the password you create
  10. Advanced Search Public By Default -Yes
  11. Leave the rest as default.
  12. Click Save. A warning message appears. Click OK on the warning message.

☐Create the Smoke group

  1. Navigate to the User and Group Management tab and click on the Groups tab.
  2. Click New Group and enter the following field information:
  3. Name -Smoke Group
  4. Click Save.

☐Add the Smoke user to a group

  1. Navigate to the User and Group Management tab and click on the Users tab.
  2. Select User, Smoke.
  3. Click Addon the Groups section.
  4. Select the following groups:
  5. Smoke Group
  6. System Administrators
  7. Click Ok.

4Logging in as the Smoke user

☐Log in to Relativity with new credentials

  1. Log in with the new user credentials.
  2. Email Address -
  3. Password–Enter the previously created password

☐Create the Smokeworkspace

  1. From the Workspaces tab, click New Workspace and enter the following field information:
  2. Name- Smoke Workspace
  3. Client – Smoke Client
  4. Matter -Smoke Matter
  5. Template Workspace - kCura Starter Template
  6. Status - Active
  7. Resource Pool - Default
  8. Default File Repository - Select the available repository.
  9. Default Cache Location - Select the available cache location.
  10. Click Save.

☐Create the Parent Document ID field

  1. Navigate to the Workspace Admin tab and click on the Fields tab.
  2. Click New Field.
  3. Enter the following field information:
  4. Object Type - Document
  5. Name - Parent Document ID
  6. Field Type - Fixed Length Text
  7. Length - 255
  8. Required - No
  9. Allow Group By - Yes
  10. Allow Pivot - Yes
  11. Leave all other fields as default.
  12. Click Save.

☐Add the Smoke group

  1. Click Smoke Workspace on the Workspaces tab to open the new workspace.
  2. Navigate to the Workspace Admin tab to open theWorkspace Details tab.
  3. Click Manage Workspace Permissions on the Relativity Utilities console.
  4. Click Add/Remove Groups on the Group Management window.
  5. Select Smoke Group.
  6. Click Add then Save.

After you add the Smoke Group to the workspace, complete the following steps:

  1. Click Preview for the Smoke Group. A notification at the top of Relativity reads:Previewing as group: Smoke Group.
  2. Verify that only the Documents tab displays.
  3. Click X in the upper-right corner to exit security preview mode and return to the Workspace Details tab.

5Downloading and importing test data

☐Download the test data

Download the Post Installation Verification Test Data.zipfile from the Post-installation verification test page on the Relativity 9.2 Documentation site. Unzip the contents of the test data zip file and use the Relativity Desktop Client to import the data into the Smoke Workspace using the provided document load file.

When importing documents, be sure the test data exists in a location the RDC has access to. The test data is also used to check Processing Discovery functionality. For that section of the test, there are steps that assume the test data is in a folder named Fileshare\SmokeTestData on the Web Server. You can change the Processing test steps accordingly to reflect the location where you saved the test data.

☐Import the test data

  1. Open the Relativity Desktop Client (RDC).
  2. Log in using the SmokeUser credentials.
  3. Email Address -
  4. Password –Enter the previously created password
  5. Select Smoke Workspace and click OK.
  6. Right-click on the workspace name and select Import | Load File…
  7. Click the Load File field ellipsis button.
  8. Select the Salt-v-Pepper (US date format).dat or Salt-v-Pepper (UK date format).dat document load file in the SmokeTestData folder.
  9. Click Open.
  10. Select the following options on the Load File tab:
  11. File Encoding-Western European (Windows)
  12. Column - I (ASCII:124)
  13. Quote- ^ (ASCII:094)
  14. Click on the Field Map tab and map the following fields:
  15. Control Number
  16. Extracted Text
  17. Email From
  18. Email To
  19. Email CC
  20. Email Subject
  21. Date Sent
  22. Filename
  23. Group Identifier
  24. Parent Document ID
  25. Conversation Index
  26. Select the following field options on the Field Map tab:
  27. Overwrite -Append Only
  28. Folder info
  29. Select the Folder Information Columncheckbox.
  30. Select Folder Path from the drop-down menu.
  31. Native File Behavior
  32. Select the Load Native Filescheckbox.
  33. Select FILE_PATH from the drop-down menu.
  34. Extracted Text
  35. Select the Cell contains file locationcheckbox.
  36. Select Western European (Windows) from the drop-down menu.
  37. ClickImport File… on the Import menu. When the RDC notifies you of the number of folders the load file creates on import, click OK.
  38. Click Close when the import completes.

Note: If the Windows user logged into the workstation is part of an Active Directory group that has access to the Relativity fileshare, verify the upload runs in Directmode—this appears in the bottom status bar of the RDC.

☐Process a transcript

  1. Close the RDC.
  2. Navigate to the Documents tab of the Smoke Workspace. A transcript with the Control Number TRANS_00001 imported into the MartinThomas folder.
  3. Select the check box for the TRANS_00001 transcript on the Documents list.
  4. Run a mass operation to Process Transcript:
  5. From the mass operations bar, select Checked and Process Transcript.
  6. Click Go. The Process Transcripts pop-up appears with options to control how transcripts appear in the viewer.
  7. Add a header and footer to the transcript to verify that the document processed correctly. Headers and footers appear at the top and bottom of each page of the transcript image.
  8. Click Run.

Note: You can reprocess a transcript and remove headers and footers; however, the headers and footers display in the transcript image. If you remove headers and footers, delete and reimage the transcript image.

  1. Click TRANS_00001 on the Documents list to open the transcript in Viewer mode.
  2. Click in the lower right hand corner of the document viewer to open the word index and verify that the index is searchable.
  3. Search for a word to test the word index.
  4. Click on one of the Locationscolumn entries to verifythe link locates and highlights the correct word in the transcript.
  5. Click to close the word index.

6Creating workspace elements

☐Create a new field

  1. Navigate to the Workspace Admin tab and click on the Fields tab.
  2. Click New Field.
  3. Enter the following field information:
  4. Object Type -Document
  5. Name -Smoke Designation
  6. Field Type - Single Choice
  7. Required - No
  8. Allow Group By - Yes
  9. Allow Pivot- Yes
  10. Leave all other fields as default.
  11. Click Save.

☐Create new choices

  1. Navigate to the Workspace Admin tab and click on the Choices tab.
  2. Click New Choice.
  3. Enter the following field information:
  4. Field -Smoke Designation (Document)
  5. Name -Smoke Responsive
  6. Order - 10
  7. Keyboard Shortcut
  8. Ctrl
  9. Alt
  10. Key - R
  11. Leave other fields as default.
  12. Click Save and New.
  13. Enter the following field information:
  14. Field -Smoke Designation (Document)
  15. Name -Smoke Non-Responsive
  16. Order - 20
  17. Leave other fields as default.
  18. Click Save.

☐Create a new layout

  1. Navigate to the Workspace Admin tab and click on the Layouts tab.
  2. Click New Layout.
  3. Enter the following field information:
  4. Object Type -Document
  5. Name -Smoke Layout
  6. Order - 10
  7. Click Save.
  8. Click Build Layout on the Layout console.
  9. Click Add Field.
  10. Enter the following field information:
  11. Field -Smoke Designation
  12. Read Only - No
  13. Order - 10
  14. Display Type - Radio Button List
  15. Leave other fields as default.
  16. Click Save.
  17. Click Close.

☐Create a new markup set

  1. Navigate to the Case Admin tab and click on the Markup Sets tab.
  2. Click New Markup Set.
  3. Enter the following field information:
  4. Name -Smoke Markup Set
  5. Order - 10
  6. Redaction Text - Smoke Redaction Text
  7. Click Save.

7Favoriting the Smoke workspace

☐Favorite the Smoke workspace

  1. Navigate to the Documents tab.
  2. Navigate to the Smoke Workspace root folder.
  3. Click once on the Favorites star icon to add Documents (Folders) – Smoke Workspace to Favorites. The star turns gold when you add the page.

8Creating a new search and imaging profile

☐Create a new saved search

  1. On the Documents tab, click to open the Saved Searches browser.
  2. Click New Search.
  3. Enter the following field information:
  4. Name -Smoke Search 1
  5. Scope - Selected Folders
  6. Click Select Folders and select the HernandezJuan folder.
  7. Fields (Required) - Move “Has Images” and “Extracted Text” to the right.
  8. Click Save & Search. Four documents return in the search results.

☐Create a new imaging profile

  1. Navigate to the Job Admin tab and click on the Imaging Profiles tab.
  2. Click New Imaging Profile.

Note: In Relativity 9 and above, if the worker manager server isn't installed on your machine, the default layout for creating a profile is the Basic Imaging ProfileLayout. If you attempt to switch to the Native Imaging ProfileLayout, you're directed back to the basic imaging layout.If the worker manager server is installed on your machine, the default layout for creating a profile is the Native Imaging ProfileLayout. If you attempt to switch to the Basic Imaging Profile Layout you're directed back to the native imaging layout.

  1. Set the following fields and click Save:
  • Name -Smoke Imaging Profile
  • Basic Image Output Quality (DPI) -300
  • Basic Image Format -TIFF
  • Basic Image Size -OriginalSetting
  • Native Image Output Quality (DPI) -300
  • Native Image Format -JPEG
  • Paper size/orientation -OriginalSetting
  • Page order -OriginalSetting
  • Print area -OriginalSetting
  • Hide and page-break after __consecutive blank rows - 5
  • Show track changes in spreadsheet - No
  • Include row and column headings -OriginalSetting
  • Include headers and footers -OriginalSetting
  • Include comments -Yes
  • Include gridlines -OriginalSetting
  • Include borders - No
  • Unhide hidden worksheets - Yes
  • Orientation -Portrait
  • Resize images to fit page - Yes
  • Resize tables to fit page - Yes
  • Download images from internet -No
  • Clear indentations -Yes
  • Display SMTPaddresses -No
  • Show message type in header -Yes
  • Show track changes - No
  • Page Orientation - Original Setting
  • Show speaker notes– Yes
  • Slide Orientation - Original Setting
  • Remove non-breaking space (NBSP) codes -Yes

☐Create a new imaging set