Legal Hold 3.4
Post-Installation
Verification Test
July 31, 2017
Overview
To verify that your Relativity Legal Hold 3.4 application is functioning properly after an initial installation, complete the
following post-installation verification tasks in order.
This document assumes that email and Portal settings have already been configured under the Settings tab. Also note
that if you are using the LDAP import functionality to import custodians from your Active Directory server, you must
install the Relativity application, “Relativity Integration Points.”
Access Relativity Legal Hold
☐ Log in to the Relativity Legal Hold workspace using your credentials.
Custodians tab
☐ Create a new custodian, “Jane Smith”, and fill in required fields marking department as “HR.” Use your email address
in the Email field.
Projects/Holds tab
Use the project wizard to create a new project (not from an existing project template).
☐ On step 1, create a new Project Type, “Demo”, and mark as Priority. Fill in required fields.
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☐ On step 2, create a new custodian, “Blake Kensington”, in department “HR,” and designate Jane Smith as the
manager.
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☐ Assign Blake to the project with a Custodian role.
☐ Create a new role, “Test Role”.
☐ Add Jane Smith to the project and assign under the Test Role.
☐ Click “Next Step.” On step 3, assign the “Alert Notice Template” and the “Legal Hold Release Notice Template”
Communications to the project.
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☐ Still on Step 3, select Create Communication from Template and name the new communication “Test Hold Notice”.
☐ Select the “Legal Hold Notice Template” and click “Next.”
☐ Create a new Communication Type, “Test Hold Notice”.
☐ In the Portal Content sub tab:
☐ Make sure that acknowledgement is required.
☐ Add an attachment from your local PC.
☐ Click into the Legal Hold Questionnaire Template:
☐ Change the name to “Test Questionnaire”.
☐ Edit the condition for Question 2A and configure the condition to send the Alert Notice
Template Communication (from the Smoke Test project) to Jane Smith if the question is answered
“Yes”.
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☐ Click Done.
☐ In Email sub tab:
☐ Send the email as TestReplyWithQuestions@<yourdomain>.com
☐ Click Save.
☐ Click Complete Setup.
☐ Click the Legal Hold Notice Template communication to open it.
☐ Click Select.
☐ Send the communication to Blake and Jane.
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☐ Confirm that you received the email that was sent to Jane Smith.
☐ From the email you received as Jane Smith, reply to that message saying, “I have questions regarding this.”
☐ Within the Test Hold Notice communication in Relativity Legal Hold, click the Mailbox sub tab and confirm that the
above reply is displayed with status “Unread.” It will be listed under Type “Reply.”
Global Reminder tab
☐ In the Global Reminder tab:
☐ Click Edit.
☐ Update the Subject to be “Test Global Reminder”. Update the Body to be “You are on an active hold. Please
[PortalLink] to review your current list of active holds.”
☐ Click Save and then Send Global Reminder Now. Ensure that your email (Jane Smith) receives this Global
Reminder and that you can successfully click the link to access the Portal.
Custodians tab
☐ From the Custodians tab, filter for Kensington, Blake.
☐ Click Kensington, Blake.
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☐ Click the “Edit” icon and change the department to “Test Department” and click “Save.”
☐ Click Use Portal As.
☐ Click the “Test Hold Notice” task under Tasks Requiring Attention.
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☐ Open the attachment that you set up earlier. Then acknowledge the hold, specifying the reason as, “This is a smoke
test.”
☐ Continue to the questionnaire and select Yes for both questions before submitting.
Verification
Verify that you received the alert notice communication that was sent to Jane Smith.
Projects tab
☐ Click the Smoke Test Project/hold.
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☐ Make sure the statistics are correct in the upper left corner.
☐ In the Mailbox sub tab, make sure that three messages were sent in total, two to Blake and one to Jane.
☐ Run the Custodian Report.
Communications sub-tab
☐ Export the three communications to CSV files.
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☐ Mass edit the “Test Hold Notice” communication to be used as a template.
☐ Run the Questionnaire Responses report and make sure the responses are recorded.
Reports tab
☐ Run the Communication Summary report against the Smoke Test Project.
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☐ Export the results to XLS files.
☐ Print the results.
☐ Click Expand and then select to schedule the report
☐ Name the Report, “Daily Communication Summary”, and select a start date and scheduled time (HH:MM) a minute
forward from the current time with a “daily” frequency. Enter your email address.
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☐ Verify that the scheduled report is delivered to you via email when the scheduled time runs. After verifying, delete
the scheduled report.
Projects tab
☐ Mass delete the Smoke Test Project.
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