Post-Installation
Verification Test
v9
July 13, 2017
Table of Contents
1
Overview ....................................................................................................................................6
2
Opening Relativity and verifying licenses .....................................................................................7
☐ Open Relativity ..................................................................................................................................... 7
☐ Log in to Relativity ................................................................................................................................ 8
☐ Verify licensing information ................................................................................................................. 8
☐ Verify agents ........................................................................................................................................ 8
☐ Verify server registration ..................................................................................................................... 8
3
Adding the Smoke client, matter, user, and group .......................................................................9
☐ Create the Smoke client ....................................................................................................................... 9
☐ Create the Smoke matter ..................................................................................................................... 9
☐ Create the Smoke user ......................................................................................................................... 9
☐ Create the Smoke group ...................................................................................................................... 9
☐ Add the Smoke user to a group ......................................................................................................... 10
4
Logging in as the Smoke user .................................................................................................... 11
☐ Log in to Relativity with new credentials ........................................................................................... 11
☐ Create the Smoke workspace............................................................................................................. 11
☐ Add the Smoke group......................................................................................................................... 11
5
Downloading and importing test data ....................................................................................... 12
☐ Download the test data...................................................................................................................... 12
☐ Import the test data ........................................................................................................................... 12
☐ Process a transcript ............................................................................................................................ 13
6
Creating workspace elements ................................................................................................... 15
☐ Create a new field .............................................................................................................................. 15
☐ Create new choices ............................................................................................................................ 15
☐ Create a new layout ........................................................................................................................... 15
☐ Create a new markup set ................................................................................................................... 16
7
Favoriting the Smoke workspace ............................................................................................... 17
☐ Favorite the Smoke workspace .......................................................................................................... 17
8
Creating a new search and imaging profile ................................................................................ 18
☐ Create a new saved search................................................................................................................. 18
☐ Create a new imaging profile ............................................................................................................. 19
Relativity | Post-installation Verification Test - 2
☐ Create a new imaging set ................................................................................................................... 20
☐ Image the documents using native imaging ...................................................................................... 20
☐ Image the documents using basic imagining ..................................................................................... 20
☐ Redact and save an image as a PDF ................................................................................................... 20
9
Coding documents as responsive............................................................................................... 22
☐ Code a document as responsive ........................................................................................................ 22
☐ Create a new summary report ........................................................................................................... 22
☐ Create a new view to return responsive documents ......................................................................... 22
☐ View responsive documents .............................................................................................................. 23
☐ Verify Family documents display in the related documents pane ..................................................... 23
10 Creating a new production set .................................................................................................. 24
☐ Create a new field .............................................................................................................................. 24
☐ Create a new production set .............................................................................................................. 24
☐ Produce images and natives .............................................................................................................. 24
☐ Run a production................................................................................................................................ 25
☐ Export the production ........................................................................................................................ 25
☐ Verify the production deleted properly ............................................................................................. 25
11 Creating a new OCR set ............................................................................................................. 26
☐ Create a new field .............................................................................................................................. 26
☐ Create a new OCR set......................................................................................................................... 26
12 Performing searches ................................................................................................................. 27
☐ Perform a keyword search ................................................................................................................. 27
☐ Create a new dtSearch index ............................................................................................................. 27
☐ Verify dtSearch index creation is successful ...................................................................................... 28
☐ Search for a term using the dtSearch dictionary ............................................................................... 28
13 Using Relativity Analytics .......................................................................................................... 29
☐ Create a new Relativity Analytics index ............................................................................................. 29
☐ Use Relativity compare ...................................................................................................................... 29
☐ Create a new cluster .......................................................................................................................... 30
☐ Install Analytics .................................................................................................................................. 30
☐ Modify the default analytics profile ................................................................................................... 30
☐ Run structured analytics .................................................................................................................... 31
14 Viewing email threading ........................................................................................................... 32
☐ Create a view to display email threading ........................................................................................... 32
Relativity | Post-installation Verification Test - 3
☐ Test the email threading display ........................................................................................................ 32
15 Using Assisted Review .............................................................................................................. 33
☐ Install Assisted Review ....................................................................................................................... 33
☐ Create a new field for an Assisted Review project ............................................................................ 33
☐ Create an Assisted Review project ..................................................................................................... 33
☐ Run an Assisted Review project ......................................................................................................... 34
☐ Code documents in Assisted Review.................................................................................................. 34
☐ Finish the Assisted Review round ...................................................................................................... 34
16 Creating batches ....................................................................................................................... 35
☐ Create a new batch set ...................................................................................................................... 35
17 Creating dynamic objects .......................................................................................................... 36
☐ Create a new object type ................................................................................................................... 36
☐ Create a new field .............................................................................................................................. 36
☐ Add a field to the build layout console .............................................................................................. 36
☐ Add an associative object to the Smoke layout ................................................................................. 37
☐ Create a new transform set ............................................................................................................... 37
18 Creating and running a Search Terms Report ............................................................................. 38
☐ Create a new Search Terms Report.................................................................................................... 38
19 Creating a persistent highlight set ............................................................................................. 39
☐ Create a new persistent highlight set ................................................................................................ 39
☐ Verify the persistent highlight set functionality................................................................................. 39
20 Creating and running a Pivot ..................................................................................................... 40
☐ Create a new Pivot ............................................................................................................................. 40
21 Installing and customizing the Processing application ................................................................ 41
☐ Import an application ......................................................................................................................... 41
☐ Create a new choice ........................................................................................................................... 41
☐ Customize the Processing application ............................................................................................... 41
☐ Add a new processing set................................................................................................................... 42
☐ Generate a processing set report ...................................................................................................... 43
☐ Publish processing file set .................................................................................................................. 44
22 Deleting the Smoke workspace ................................................................................................. 46
☐ Create and delete the Branding Manager agent ............................................................................... 46
☐ Verify the Smoke user ........................................................................................................................ 46
☐ Delete the Smoke indexes.................................................................................................................. 46
Relativity | Post-installation Verification Test - 4
☐ Delete the Smoke group .................................................................................................................... 46
☐ Delete the Smoke user ....................................................................................................................... 46
☐ Delete the Smoke workspace............................................................................................................. 47
Proprietary Rights ............................................................................................................................ 48
Relativity | Post-installation Verification Test - 5
1 Overview
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.
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2 Opening Relativity and verifying licenses
☐ Open Relativity
1. Ensure you are using Internet Explorer 10 or above.
2. Navigate to the Relativity login page: http://VM-INSTANCE-NAME/Relativity.

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.
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☐ Log in to Relativity
1. Log in 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 Management tab 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 Servers tab under Server & Agent Management.
Note: The servers are named after the SQL instance, not as “localhost.”
1. Check the following servers:
 SQL – Primary
 Agent
 Web Background Processing
 Web Forms Authentication
 Analytics Server
 WebAPI Forms Authentication
 Worker Manager Server
 Services
2. 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.
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3 Adding the Smoke client, matter, user, and group
☐ Create the Smoke client
1. Navigate to the User and Group Management tab and click on the Clients tab.
2. Click New Client and enter the following field information:

Name - Smoke Client

Client Number -Today’s date (MMDDYYYY)

Status - Active
3. 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:
 Name -Smoke Matter
 Matter Number - Today’s date (MMDDYYYY)
 Status - Active
 Client - Smoke Client
3. 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:
 First Name - Smoke
 Last Name - User
 Email Address - [email protected]
 Client – Smoke Client
 Password - Manually set password
o New Password – Create a password
o Retype Password – Retype the password you create
 Advanced Search Public By Default - Yes
 Leave the rest as default.
3. 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:
 Name - Smoke Group
3. Click Save.
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☐ Add the Smoke user to a group
1.
2.
3.
4.
Navigate to the User and Group Management tab and click on the Users tab.
Select User, Smoke.
Click Add on the Groups section.
Select the following groups:
 Smoke Group
 System Administrators
5. Click Ok.
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4 Logging in as the Smoke user
☐ Log in to Relativity with new credentials
1. Log in with the new user credentials.
 Email Address - [email protected]
 Password – Enter the previously created password
☐ Create the Smoke workspace
1. From the Workspaces tab, click New Workspace and enter the following field information:
 Name - Smoke Workspace
 Matter - Smoke Matter
 Template Workspace - kCura Starter Template
 Status - Active
 Resource Pool - Default
 Default File Repository - Select the available repository.
 Default Cache Location - Select the available cache location.
2. Click Save.
☐ Add the Smoke group
1.
2.
3.
4.
Click Smoke Workspace on the Workspaces tab to open the new workspace.
Navigate to the Workspace Admin tab to open the Workspace Details tab.
Click Manage Workspace Permissions on the Relativity Utilities console.
Click Add/Remove Groups on the Group Management window.
 Select Smoke Group.
 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.
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5 Downloading and importing test data
☐ Download the test data
Download the Post Installation Verification Test Data.zip file from the Post-installation verification test
page on the Relativity 9 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 Smoke User credentials.
 Email Address - [email protected]
 Password – Enter the previously created password
3. Select Smoke Workspace and click OK.
4. Right-click on the workspace name and select Import | Load File…
5. Click the Load File field ellipsis button
.
6. Select the Salt-v-Pepper (US date format).dat or Salt-v-Pepper (UK date format).dat document
load file in the SmokeTestData folder.
7. Click Open.
8. Select the following options on the Load File tab:
 File Encoding - Western European (Windows)
 Column - I (ASCII:124)
 Quote - ^ (ASCII:094)
9. Click on the Field Map tab and map the following fields:
 Control Number
 Extracted Text
 Email From
 Email To
 Email CC
 Email Subject
 Date Sent
 Filename
 Group Identifier
 Parent Document ID
 Conversation Index
10. Select the following field options on the Field Map tab:
 Overwrite - Append Only
 Folder info
Relativity | Post-installation Verification Test - 12
i. Select the Folder Information Column check box.
ii. Select Folder Path from the drop-down menu.
o Native File Behavior
 Select the Load Native Files check box.
 Select FILE_PATH from the drop-down menu.
 Extracted Text
i. Select the Cell contains file location check box.
ii. Select Western European (Windows) from the drop-down menu.
11. Click Import File… on the Import menu. When the RDC notifies you of the number of folders the
load file creates on import, click OK.
12. Click Close when the import completes.
Note: If the Windows user logged in to the workstation is part of an Active Directory group that has
access to the Relativity file share, verify the upload runs in Direct mode—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:
 From the mass operations bar, select Checked and Process Transcript.
 Click Go. The Process Transcripts pop-up appears with options to control how
transcripts appear in the viewer.
5. 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.
6. Click Run.
Relativity | Post-installation Verification Test - 13
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.
7. Click TRANS_00001 on the Documents list to open the transcript.
8. Click
to open the word index and verify that the index is searchable.
9. Search for a word to test the word index.
10. Click on one of the Locations column entries to verify the link locates and highlights the correct
word in the transcript.
11. Click
to close the word index.
Relativity | Post-installation Verification Test - 14
6 Creating 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:
 Object Type - Document
 Name - Smoke Designation
 Field Type - Single Choice
 Required - No
 Allow Group By - Yes
 Allow Pivot - Yes
 Leave all other fields as default.
4. 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:
 Field - Smoke Designation (Document)
 Name - Smoke Responsive
 Order - 10
 Keyboard Shortcut
i. Ctrl
ii. Alt
iii. Key - R
 Leave other fields as default.
4. Click Save and New.
5. Enter the following field information:
 Field - Smoke Designation (Document)
 Name - Smoke Non-Responsive
 Order - 20
 Leave other fields as default.
6. 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:
 Object Type - Document
 Name - Smoke Layout
 Order - 10
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4.
5.
6.
7.
Click Save.
Click Build Layout on the Layout console.
Click Add Field.
Enter the following field information:
 Field - Smoke Designation
 Read Only - No
 Order - 10
 Display Type - Radio Button List
 Leave other fields as default.
8. Click Save.
9. 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:
 Name - Smoke Markup Set
 Order - 10
 Redaction Text - Smoke Redaction Text
4. Click Save.
Relativity | Post-installation Verification Test - 16
7 Favoriting 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.
Relativity | Post-installation Verification Test - 17
8 Creating 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:
 Name - Smoke Search 1
 Scope - Selected Folders
o Click Select Folders and select the HernandezJuan folder.
 Fields (Required) - Move “Has Images” and “Extracted Text” to the right.
4. Click Save & Search. Four documents return in the search results.
Relativity | Post-installation Verification Test - 18
☐ 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, if the worker manager server isn't installed on your machine, the default
layout for creating a profile is the Basic Imaging Profile Layout. If you attempt to switch to the
Native Imaging Profile Layout, 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 Profile Layout. If you attempt to switch to the Basic Imaging Profile Layout you're
directed back to the native imaging layout.
3. Set the following fields and click Save:
Basic
Imaging














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






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



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
Name - Smoke Imaging Profile
Basic Image Output Quality (DPI) - 300
Basic Image Format - TIFF
Basic Image Size - Original Setting
Native Image Output Quality (DPI) - 300
Native Image Format - JPEG
Paper size/orientation - Original Setting
Page order - Original Setting
Print area - Original Setting
Hide and page-break after __consecutive blank rows - 5
Show track changes in spreadsheet - No
Include row and column headings - Original Setting
Include headers and footers - Original Setting
Include comments - Yes
Include gridlines - Original Setting
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 SMTP addresses - 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
Native Imaging
Relativity | Post-installation Verification Test - 19
☐ Create a new imaging set
1. Navigate to the Job Admin tab and click on the Imaging Sets tab.
2. Click New Imaging Set.
3. Enter the following field information:
 Name - Smoke Imaging Set
 Data Source - Smoke Search 1
 Imaging Profile - Smoke Imaging Profile
 Imaging Method - Native and basic.
4. Click Save.
☐ Image the documents using native imaging
Note: Complete the steps in this section if the worker manager server is installed on your machine.
1.
2.
3.
4.
5.
Click Image Documents on the Imaging Set console.
Click Ok on the Image Documents Options dialog box.
Click Refresh Page until the Status is Completed.
Navigate to the Smoke Search 1 saved search on the Documents tab.
View each document in the viewer to ensure the images were created properly.
☐ Image the documents using basic imagining
Note: Complete the steps in this section if the worker manager server isn’t installed on your machine.
1.
2.
3.
4.
5.
6.
7.
8.
Navigate to the Job Admin tab and click on the Imaging Sets tab.
Click Edit next to the Smoke Imaging Set.
Change the Imaging method to Basic only.
Click Save.
Click Image Documents on the Imaging Set console.
Click Refresh Page until the Status is Completed.
Navigate to the Smoke Search 1 saved search on the Documents tab.
View each document in the viewer to ensure the images were created properly.
☐ Redact and save an image as a PDF
1. Navigate to the Documents tab.
2. View document JHERNANDE_0000568. You can find this document in Smoke Search 1 in the
Saved Search browser or in the HernandezJuan folder.
3. Complete the following steps to redact the image using the Smoke Markup Set:
a. Select the Image radio button to view the document’s image.
b. Select Smoke Markup Set from the markup set drop-down menu.
c. Click Redact, select Text, and redact part of the document.
Relativity | Post-installation Verification Test - 20
4. Click the Save a PDF toolbar button
followed by Save as PDF on the dialog prompt.
5. Click to open the PDF downloaded through your browser to verify the redaction printed
correctly.
Relativity | Post-installation Verification Test - 21
9 Coding documents as responsive
☐ Code a document as responsive
1.
2.
3.
4.
Select the Smoke Layout with the document JHERNANDE_0000568 open in the viewer.
Click Edit.
Set Smoke Designation to Smoke Responsive using the keyboard shortcut Ctrl, Alt, R.
Click Save.
☐ Create a new summary report
1. Navigate to Summary Reports using Quick Nav.
2. Click the Return to document list link
3. Click
and type Summary.
4. Click the Summary Reports link.
5. Click New Summary Report and enter the following field information:
 Name - Smoke Summary Report
 Report on Subfolders - Yes
 Columns - Add Columns Smoke Designation (not set) and Smoke Designation: Smoke
Responsive.
6. Click Save.
7. Verify that the summary report returns a count of 1 for the Smoke Responsive choice.
☐ Create a new view to return responsive documents
1. Create a new view from the Views tab under the Workspace Admin tab. Or, if you’re using the
2.
3.
4.
5.
6.
7.
Documents tab Folder Browser, click Create View
.
Enter the following field information:
 Name - Smoke Responsive Documents
 Object Type - Document
 Visualization Type - Standard List
 Leave all other settings as default.
Click Next.
Add the Edit, Control Number, Smoke Designation, and Group Identifier fields to the Selected
Fields list.
Click Next.
Enter the following field information under Set Conditions:
 Field - Smoke Designation
 Operator - any of these
 Value - Click the ellipsis button to open the popup picker and add Smoke Responsive.
Click Save.
Relativity | Post-installation Verification Test - 22
☐ View responsive documents
1. Navigate to the Folder Browser on the Documents tab.
2. Select the folder HernandezJuan.
3. Select Smoke Responsive Documents from the view drop-down menu.
4. Verify that one coded document returns.
5. Change the document item list to Include Family documents. Verify that three more documents
return in the view.
If no documents return, change the view back to the default Documents view and perform the following
steps:
1. Select the document that was coded as responsive and one additional document.
2. Select Checked in the lower left in addition to the mass operation Replace and click Go.
3. When the browser appears, enter the following field information

Field to Update - Select the relational field for Family.

Action - Replace Entire Field

Update with - Text

Text - 123
This process makes the two fields relational.
If you followed the steps above, perform the following steps to verify:
1. Switch the view to Smoke Responsive Documents.
2. Include Family.
3. Verify that the second document returns along with the responsive document.
☐ Verify Family documents display in the related documents
pane
1. Click to open one of the documents from the Smoke Responsive Documents view in the viewer.
2. Click the Family icon
under the related items pane. Four documents appear in the list.
Relativity | Post-installation Verification Test - 23
10 Creating a new production set
☐ Create a new field
1. Navigate to the Workspace Admin tab and click on the Fields tab.
2. Click New Field.
3. Set the following field options:
 Object Type - Document
 Name - Smoke Beg Bates
 Field Type - Fixed-Length Text
 Leave other field attributes as default.
4. Click Save and New.
5. Repeat the same process for a new field with the name Smoke End Bates and click Save.
☐ Create a new production set
1. Navigate to the Case Admin tab and click on the Production Sets tab.
2. Click New Production Set.
3. Enter the following field information:
 Name - Smoke Production Set
 Markup Set - Smoke Markup Set
 Burn Redactions - Yes
 Add image placeholder - No
 Warning/error alert flag - Production Errors
 Production Numbering - Page-level numbering
 Prefix - Smoke  Begin Bates field - Smoke Beg Bates
 End Bates Field - Smoke End Bates
 Left Header Type - Production Bates Number
 Leave other fields as default.
4. Click Save.
5. Click Preview Production.
6. Close the preview window.
☐ Produce images and natives
1. Navigate to the Saved Search Browser on the Documents tab and select the Smoke Search 1
saved search.
2.
3.
4.
5.
Select all four documents in the document item list.
Select Checked and Produce in the Mass Operations bar.
Click Go.
Set the following field options:
1.
Files to Produce - Images and Natives
2.
Name - Smoke Production Set
6. Click Ok.
Relativity | Post-installation Verification Test - 24
☐ Run a production
1.
2.
3.
4.
5.
Open the Smoke Production Set on the Production Sets tab under the Case Admin tab.
Click Run Production on the Production console.
Click OK on the Production popup window.
Click OK on the Continue popup window.
Click Refresh Page on the Production console until the Status is Produced. The Production
console buttons gray out after the production completes.
☐ Export the production
1.
2.
3.
4.
5.
6.
7.
8.
Open the RDC.
Select Smoke Workspace and navigate to Tools > Export > Production Set.
Select Smoke Production Set on the Productions drop-down.
Select the Destination Files tab and enter the following field information:
 Export Location – Click the ellipsis and select a folder location to where you want to
export your production. Make sure you can find this location easily in order to verify the
production.
 Text and Native File Names
o Named after - Begin Production Number
 Image
o Export Images - Checked
o Data File Format - Opticon
o File Type - Single-page TIF/JPG
a. Metadata
o Data File Format - Concordance (.dat)
o Data File Encoding - Western European (Windows)
b. Leave all other fields as default
Click File > Run to start the export.
Navigate back to the Production Sets tab in Relativity after the export completes and you verify
the production files exist in the export folder.
Open the Smoke Production Set.
Click Delete followed by Delete again to delete the production set.
☐ Verify the production deleted properly
1. Navigate to the Saved Search Browser on the Documents tab and select the Smoke Search 1
saved search.
2. Click to open and view the first document.
3. Verify that no radio button exists on the viewer toolbar for productions.
4. Click
under the related items pane and verify that all previous actions recorded.
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11 Creating a new OCR set
☐ Create a new field
1. Navigate to the Workspace Admin tab and click on the Fields tab.
2. Click New Field and enter the following field information:
 Object Type - Document
 Name - Smoke OCR Destination
 Field Type - Long Text
3. Click Save.
☐ Create a new OCR set
1. Navigate to the Job Admin tab and click on the OCR Sets tab.
2. Click New OCR Set.
3. Enter the following field information:
 Name - Smoke OCR Set
 Data Source - Smoke Search 1
 OCR Profile - Standard OCR
 Destination Field - Smoke OCR Destination
4. Click Save.
5. Click OCR Documents on the OCR Set console.
6. Click OK on the Continue popup window.
7. Click Refresh Page on the OCR Set console until the Status is Completed.
8. Click on the first document link in the Document (OCR Results) item list.
9. Click the build layout icon to add the Smoke OCR Destination field to the layout.
10. Click Return to document list.
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12 Performing searches
☐ Perform a keyword search
1.
2.
3.
4.
5.
Navigate to the Folder Browser on the Documents tab.
Select Documents (Folders) – Smoke Workspace using the Favorites drop-down.
Select Keyword Search from the Search drop-down menu.
Perform a keyword search for the closing parenthesis character ).
Verify that the search returns an error and that the error logs on the Errors tab. Click Home on
the user drop-down menu to access the Errors tab.
6. Navigate to the Workspaces tab and select Smoke Workspace.
7. Select the HernandezJuan folder on the Documents tab and run a keyword search for Delgado
Lydia. Two documents return.
8. Open the first document in the viewer to verify the search terms are highlighted.
The Errors tab is accessible from Home. Use one of the following two ways to return home:

Click the Relativity 9 logo.

Select Home from the user drop-down menu.
To go directly to the Errors tab, click
and type errors.
☐ Create a new dtSearch index
1. Navigate to the Workspace Admin tab and click on the Search Indexes tab.
2. Click New dtSearch Index.
3. Enter the following field information:
 Name - Smoke dtSearch
 Searchable Set - Smoke Search 1
 Email notification recipients - Enter a valid email address that can receive the email
notification.
 Verify the Index share is set to your dtSearchindexes directory using the UNC path (i.e.
\\VM-NAME-HERE\DtSearchIndexes\)
 Leave all remaining fields as default.
4. Click Save.
5. Click Build Index: Full on the dtSearch Index console.
Relativity | Post-installation Verification Test - 27
6. Click Yes on the Full build confirmation. Indexing progress displays and finishes with the
following information:
☐ Verify dtSearch index creation is successful
1. Navigate to the Folder Browser on the Documents tab.
2. Select the HernandezJuan folder.
3. Verify the following:
 The View is Documents.
 The Scope is In This Folder & Subfolders.
 The Include drop-down is blank—do not Include Family.
 The previous search terms are cleared.
4. Select Smoke dtSearch from the search drop-down menu.
5. Run the following proximity search against the new dtSearch index: attached w/5 documents.
One document returns.
6. Open the document in the viewer to verify the search terms are highlighted.
7. Click Return to document list.
☐ Search for a term using the dtSearch dictionary
1.
2.
3.
4.
5.
Click the Dictionary link next to the Search Terms field.
Type attach in the popup window.
Click Search. One word in one document returns.
Select Enable stemming and click Search. Two words in two documents return.
Set the fuzziness level to 6 and click Search. One word in one document returns in addition to
the previously results.
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13 Using Relativity Analytics
☐ Create a new Relativity Analytics index
1. Navigate to the Workspace Admin tab and click on the Search Indexes tab.
2. Click New Analytics index.
3. Enter the following field information:
 Name - Smoke Analytics
 Analytics Profile - Default
 Relativity Analytics Server - Select your analytics server from the drop-down list.
 Optimize training set - No
 Leave the rest of the fields as default.
4. Click Save.
5. Click Populate Index: Full on the Analytics Index console. The index begins to build.
Note: This may take a long time for large data sets.
6. Click Ok on the Automated Index Building Options popup. Indexing progress displays and
finishes with the following information:
☐ Use Relativity compare
1. Navigate to the Folder Browser on the Documents tab.
2. Select the HernandezJuan folder.
3. Click
to edit to the Documents view.
4. Add the Relativity compare field to the Selected Fields list.
5. Click Save. The Relativity Compare icon displays as a field in the document item list.
6.
7.
8.
9.
Click
for control number JHERNANDE_0000565.
Click the ellipsis button for the With field.
Using the filter, find and select control number JHERNANDE_0000566 and click Set.
Click Compare and ensure the documents are compared.
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☐ Create a new cluster
1.
2.
3.
4.
5.
Navigate to the Documents tab and select the root folder Smoke Workspace.
Select Smoke Analytics from the search drop-down menu.
Run a conceptual search using the concept power.
In the Mass Operations bar, select All # and Cluster, and click Go. A popup appears.
Enter the following field information into the popup
 Mode - Select Create New Cluster.
 Name - Smoke Cluster
 Relativity Analytics Index - Smoke Analytics
6. Click Submit for Clustering.
7. Switch to the Cluster browser by clicking
and verify that the documents are clustered.
☐ Install Analytics
1. Navigate to the Workspace Admin tab and click on the Relativity Applications tab.
2. Click New Relativity Application.
3. Enter the following field information:
 Application Type - Select from the Application Library.
 Choose from Application Library - Analytics
4. Click Import after the page refreshes.
Since Analytics is already installed, your application import fails with the following error:
The application is already up-to-date.
☐ Modify the default analytics profile
Note: Before testing structured analytics, install the Structured Analytics Manager and Structured
Analytics Worker agents. See the Agents guide for more information.
1. Navigate to the Indexing & Analytics tab and click on the Analytics Profiles tab.
2. Click to edit the Default analytics profile and enter the following field information:
 Email from field - Email From
 Email to field - Email To
 Email cc field - Email CC
 Email bcc field - Email BCC
 Email subject field - Email Subject
 Email date sent field - Date Sent
 Attachment name field - File Name
 Conversation ID field - Conversation Index
 Group ID Field - Group Identifier
 Parent document ID field - Parent Document ID
3. Click Save.
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☐ Run structured analytics
1. Navigate to the Indexing & Analytics tab and click on the Structured Analytics Set tab.
2. Click New Structured Analysis Set.
3. Enter the following field information:
 Structured analytics set name - Smoke Email Threading
 Select operations - Email threading
 Select document set to analyze - All Documents
 Analytics server selection - Automatic
 Identify parent emails in document set - All Documents
 Select profile for field mappings - Default
4. Click Save.
5. Click Run Full Analysis on the Structured Analytics Set console.
6. Click Yes on the confirmation window. Indexing progress displays and finishes with the following
information:
7. Click View Email Threading Summary on the Structured Analytics Set console to view the
summary report.
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14 Viewing email threading
☐ Create a view to display email threading
1. Navigate to the Workspace Admin tab and click on the Views tab.
2. Click New View.
3. Enter the following information:
 Name - Smoke Email Threading
 Object Type - Document
4. Click Next.
5. Select the following fields:
 Edit
 Control Number
 Email Threading Display
 Email Thread Group
 Email Threading ID
 Inclusive Email
 Inclusive Reason
6. Click Save.
☐ Test the email threading display
1.
2.
3.
4.
Navigate to the Folder Browser on the Documents tab.
Select the Smoke Email Threading view.
Open the first document in the viewer.
Click
under the related items pane.
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15 Using Assisted Review
☐ Install Assisted Review
1. Navigate to the Workspace Admin tab and click on the Relativity Applications tab.
2. Click New Relativity Application.
3. Enter the following field information:
 Application Type - Select from Application Library
 Choose from Application Library - Assisted Review
4. Click Import after the page refreshes.
5. Click any tab to refresh the tab. The Assisted Review tab displays.
The import status should indicate your application imported successfully.
☐ Create a new field for an Assisted Review project
1. Navigate to the Workspace Admin tab and click on the Fields tab.
2. Click New Field.
3. Enter the following field information:
 Object Type - Document
 Name - Smoke Example
 Field Type - Yes/No
4. Click Save.
☐ Create an Assisted Review project
1. Navigate to the Assisted Review tab.
2. Click New Assisted Review Project.
3. Enter the following field information:
 Project name - Smoke Assisted Review
 Analytics index - Smoke Analytics
 Documents to be categorized - All Documents
 Designation field - Smoke Designation
 Positive choice for Designation - Smoke Responsive
 Use as an example field - Smoke Example
 Confidence level - 95%
 Sampling type - Fixed sample size
 Fixed sample size - 5
 Automatically create batches - Yes
 Maximum batch size - 50
4. Click Save.
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☐ Run an Assisted Review project
1. Click View Project Home link on the Assisted Review console.
2. Click Start Round on the Assisted Review console.
3. Enter the following information:
 Round type - Training
 Saved search for sampling - All documents
 Leave the other fields as default.
4. Click Go. Sampling progress displays and finishes with the following information:
☐ Code documents in Assisted Review
Before you can finish the round, code each document in the sample set individually (not a mass edit).
1. Navigate to the Saved Searches Browser on the Documents tab.
2. Run the saved search containing the sample set:
 Smoke Workspace\RAR Saved Searches\Smoke Assisted Review\RAR Sample Sets\P01
001 Sample Set
3. Edit each of the 10 documents using the Smoke Layout.
 Set Smoke Designation to Smoke Responsive.
 Click Save & Next.
☐ Finish the Assisted Review round
1.
2.
3.
4.
Navigate to the Assisted Review tab.
Click to open the Smoke Assisted Review project.
Click Finish Round. The Finish Round popup appears.
Click Go.
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16 Creating batches
☐ Create a new batch set
1. Navigate to the Case Admin tab and click on the Batch Sets tab.
2. Click New Batch Set.
3. Enter the following field information:
 Name - Smoke Batch Set
 Maximum Batch Size - 3
 Batch Prefix - Smoke –
 Batch Data Source - Smoke Search 1
4. Click Save.
5. Click Create Batches on the Batch Set console. Relativity creates two batches.
6. Click Purge Batches on the Batch Set console.
7. Click Edit from the top of the Batch Set tab.
8. Enter the following field information:
 Auto Batch - Enabled
 Minimum Batch Size - 1
 Auto Create Rate (minutes) - 1
9. Click Save.
10. Click Refresh Page on the Batch Set console until the Status is Finished – Created 2 batch(es).
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17 Creating dynamic objects
☐ Create a new object type
1. Navigate to the Workspace Admin tab and click on the Object Type tab.
2. Click New Object Type.
3. Enter the following field information:
 Name - Smoke Object
 Parent Object Type - Workspace
 Leave the rest of the fields as default.
4. Click Save.
☐ 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:
 Object Type - Document
 Name - Smoke Multiple Object
 Field Type - Multiple Object
 Associative Object Type - Smoke Object
 Leave the rest of the fields as default.
4. Click Save.
☐ Add a field to the build layout console
1.
2.
3.
4.
5.
Navigate to the Workspace Admin tab and click on the Layouts tab.
Using the All Layouts view, click Smoke Object Layout (Object Type is Smoke Object).
Click Build Layout from the Build Layout console.
Click Add Field.
Enter the following field information in the Add Field Layout popup window:
 Field - Smoke Multiple Object
 Read Only - No
 Order - 10
 Leave the rest of the fields as default.
6. Click Save.
7. Click Close.
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☐ Add an associative object to the Smoke layout
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Navigate to the Workspace Admin tab and click on the Layouts tab.
Click Smoke Layout.
Click Build Layout.
Click Add Associative Objects List link on the Layout Tools console.
Enter the following information:
 Associative Object - Smoke Multiple Object
 View - All Smoke Objects
 Link View - All Smoke Objects
 Order - 10
Click Close.
Navigate to the Documents tab.
Open any document.
Select the Smoke Layout.
Verify that the associative object list was added to the layout.
☐ Create a new transform set
1. Navigate to the Case Admin tab and click on the Transform Sets tab.
2. Click New Transform Set.
3. Enter the following field information:
 Name - Smoke Transform Set
 Data Source - Smoke Search 1
 Handler - Domain Parsing
4. Click Save.
5. Click New.
6. Enter the following field information:
 Name - Smoke Domain Transform
 Source Field - Email To
 Destination Field - Smoke Multiple Object (Object type: Document)
7. Click Save.
8. Click Start Transform: Full.
9. Click OK.
10. Click Refresh Page until the Status is Completed.
11. Navigate to the Smoke Object tab and verify that one domain was added.
12. Click on the listed domain name and verify that one document is associated with this domain.
13. Click on the document link in the Smoke Multiple Object field (JHERNANDE_0000565) and select
the Smoke Layout.
14. Verify that the associative object list contains 1 object.
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18 Creating and running a Search Terms Report
☐ Create a new Search Terms Report
1. Navigate to the Reporting tab and click on the Search Term Reports tab.
2. Click New Search Terms Report.
3. Enter the following field information:
 Name - Smoke STR
 Index - Smoke dtSearch
 Searchable Set - Smoke Search 1
 Type - Report and Tag
4. Click Save.
5. Click Modify Terms.
6. Add the following new terms, each on a separate line:
 attached
 documents
7. Click Add Terms. Both terms move to the Existing Terms column.
8. Change the background color for attached to yellow and click Apply Color.
9. Click Yes.
10. Click Done.
11. Click Run All Terms on the Search Terms Report console.
12. Click Yes.
Search Terms Report progress appears and finishes with the following information:
Note: You can view the documents that contain the term using the Field Tree Browser on the
Documents tab.
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19 Creating a persistent highlight set
☐ Create a new persistent highlight set
1. Navigate to the Case Admin tab and click on the Persistent Highlight Sets tab.
2. Click New Persistent Highlight Set.
3. Enter the following field information:
 Name - Smoke Persistent Highlight Set
 Order - 10
 Source - Highlight Fields
 Highlight Fields - STR – Smoke STR
4. Click Save.
☐ Verify the persistent highlight set functionality
1. Navigate to the Field Tree Browser on the Documents tab.
2. Click to open the first document under STR – Smoke STR\attached (JHERNANDE_0000565).
3. Click the Show/Hide Persistent Highlight Pane toolbar button
.
4. Expand the Smoke Persistent Highlight Set.
5. Verify that one instance of attached is highlighted in yellow and one instance of documents is
highlighted in magenta.
6. Click the highlight set light bulb icon and verify the text is no longer highlighted.
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20 Creating and running a Pivot
☐ Create a new Pivot
11. Navigate to the Folder Browser on the Documents tab.
12. Select the folder HernandezJuan.
13. Click
.
14. Enable Grid, Chart, and List.
15. Using the drop-down menus, select the following pivot options:
 Group by - Smoke Designation
 Pivot on - <Total Only>.
Note: If a field doesn’t show up in the drop-down menu, perform the following steps to enable
them for use in Pivot.
1. Navigate to the Fields tab.
2. Find the desired field and click Edit next to its name.
3. Change the Allow Group By or Allow Pivot field settings accordingly.
16. Click Go. The results display 3 blank documents and 1 Smoke Responsive document.
Steps to filter from the pivot chart:
1.
2.
3.
4.
Click on either of the chart bars to filter the Pivot list.
Click the orange Smoke Responsive chart bar.
Select Set Filters.
Click Go.
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21 Installing and customizing the Processing
application
☐ Import an application
1. Navigate to the Workspace Admin tab and click on the Relativity Applications tab.
2. Click New Relativity Application.
3. Enter the following field information:
 Application Type - Select from the Application Library.
 Choose from Application Library - Processing
4. Click Import after the page refreshes. After the application imports, the import Status displays.
☐ Create a new choice
1. Navigate to Home and open the Choices tab under the Admin Workspace Configuration tab.
2. Click New Choice.
3. Enter the following field information:
 Field - Processing Source Location
 Name - location (folder path) of the SmokeTestData folder
4. Click Save.
☐ Customize the Processing application
1. Navigate to the Server & Agent Management tab and click on the Resource Pools tab.
2. Click the resource pool used for Smoke Workspace.
3. In the Processing Source Locations section, click Add and select the recently added location
choice.
4. Navigate to the Smoke Workspace Folder browser on the Documents tab.
5. Right-click on the root folder and click Create a new folder.
6. Enter Smoke Processing Destination as the new folder name.
7. Navigate to the Processing tab and click on the Custodian tab.
8. Click New Custodian and enter the following field information:
 First Name - Smoke
 Last Name - Custodian One
9. Click Save and New and enter the following field information:
 First Name - Smoke
a. Last Name – Custodian Two
10. Click Save
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11. Navigate to the Processing tab and click on the Processing Profile tab.
12. Click New Processing Profile and enter the following field information:
 Name - Smoke Processing Profile
 Default time zone - (UTC) Coordinated Universal Time
 Default OCR languages - English
 DeNIST - Yes
 Extract children - Yes
 Auto publish set - No
 Deduplication method - Global
 Default document numbering prefix - REL
 Default destination folder - SmokeWorkspace\Smoke Processing Destination
 Do you want to use source folder structure - Yes
13. Click Save.
14. Run the following “Map Processing Fields” script, and ensure all 78 fields are mapped:
Note: Running this script is only necessary if you’re installing Relativity Processing.
<script>
<name>Map Processing Fields</name>
<description>This script must be run from the workspace level to map up
Relativity Fields to processing fields. The script assumes that there is a
1:1 naming convention between Relativity and Processing fields.</description>
<category></category>
<input orientation="horizontal" />
<display type="itemlist" />
<action returns="table"><![CDATA[
Update PROCFIELDTABLE SET PROCFIELDTABLE.RelativityField =
RELFIELDTABLE.ArtifactID
FROM [EDDSDBO].[ProcessingField] PROCFIELDTABLE
INNER JOIN [EDDSDBO].[Field] RELFIELDTABLE ON
PROCFIELDTABLE.ProcessingFieldName = RELFIELDTABLE.DisplayName WHERE
RELFIELDTABLE.FieldArtifactTypeID=10
]]></action>
a. </script>
☐ Add a new processing set
1. Navigate to the Processing tab and click on the Processing Sets tab.
2. Click New Processing Set.
3. Enter the following field information:
 Name: Smoke Processing Set
 Processing Profile: Smoke Processing Profile
4. Click Save.
5. Click New in the Processing Data Source section.
6. Enter the following field information:
 Source path - Select the Custodian One folder in the Processing Source Location entered
in the resource pool used for the Smoke Workspace.
 Custodian – Custodian One, Smoke
7. Click Save and New.
8. Enter the following field information:
Relativity | Post-installation Verification Test - 42


Source path - Select the Custodian Two folder in the Processing Source Location entered
in the resource pool used for the Smoke Workspace.
Custodian – Custodian Two, Smoke
☐ Add password to password bank
1.
2.
3.
4.
5.
6.
Click on Password Bank.
Click New Password Entry.
Select Passwords from the type dropdown.
Enter Custodian One Passwords in the description.
Enter Relativity in the password(s) box.
Click Save.
☐ Inventory files
1. Click Inventory Files on the Processing Set console. A popup window appears.
2. Click Yes. Processing progress displays and completes with the following information:
3. Verify 31 files are inventoried.
4. Click Filter Files on the Processing Set console.
 Verify that the page loads and there is information in the Date Range and Inventory
Progress sections.
 Click the Smoke Processing Set link at the top of the page.
5. Navigate to Reports on the Processing Set console.
6. Run the View Inventory Report.
 Verify File Count Excluded by Filter is 1.
☐ Discover files
1. Click Discover Files on the Processing Set console. A popup window displays.
2. Click Yes. Processing progress displays and completes with the following information:
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3. Verify 35 files are discovered.
☐ Publish processing files
1. Navigate to the Processing tab and click the Processing Sets tab.
2. Click Smoke Processing Set.
3. Click Publish Files on the Processing Set console. Processing progress displays and completes
with the following information:
4.
5.
6.
7.
Verify 30 documents publish and there are 5 Duplicate Files (Global).
Navigate to the Folder Browser on the Documents tab.
Select the Smoke Processing Destination folder.
Verify that ten documents publish with the following fields populated:
 Custodian
 Sort Date
 Title
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☐ Review Processing Set Status
1.
2.
3.
4.
5.
6.
Verify Files Inventoried is 31.
Verify Filed Discovered is 35.
Verify Documents Published is 30.
Verify Duplicate Files (Global) is 5
Verify Unresolvable errors is 3.
Verify Available to Retry is 4.
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22 Deleting the Smoke workspace
☐ Create and delete the Branding Manager agent
1. Navigate to Home and open the Agents tab under the Server & Agent Management tab.
2. Click New Agent.
3. Enter the following field information:
 Agent Type: Branding Manager
 Agent Server: the name of your server (VM-INSTANCE-NAME)
4. Click Save.
5. Verify that an informational message displays.
6. Verify that the new Branding Manager agent creates.
7. Edit the Branding Manager agent and set Enabled to No.
8. Select the Branding Manager agent and mass delete the agent.
☐ Verify the Smoke user
1. Open the Smoke Workspace from the Workspaces tab.
2. Navigate to the Workspace Admin tab and click on the User Status tab.
3. Verify that User, Smoke is included in the item list.
☐ Delete the Smoke indexes
1. Navigate to the Index Admin tab and click on the Search Indexes tab.
2. Click on the Smoke dtSearch index and delete the index.
3. Click on the Smoke Analytics index and delete the index.
☐ Delete the Smoke group
1.
2.
3.
4.
5.
Navigate to Home and open the Groups tab under the User and Group Management tab.
Select Smoke Group.
Select Delete from the Mass Edit drop-down menu.
Click Go.
Click Ok on the popup.
☐ Delete the Smoke user
1.
2.
3.
4.
5.
6.
Log out of the current user account and log in as another administrative account user.
Navigate to Home and open the Users tab under the User and Group Management tab.
Select User, Smoke.
Select Delete from the Mass Edit drop-down menu
Click Go.
Click OK on the popup.
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☐ Delete the Smoke workspace
1.
2.
3.
4.
Open the Smoke Workspace from the Workspaces tab.
Navigate to the Workspace Admin tab and click on the Workspace Details tab.
Click Delete.
Click OK on the popup window.
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Proprietary Rights
This documentation (“Documentation”) and the software to which it relates (“Software”) belongs to
kCura Corporation and/or kCura’s third party software vendors. kCura grants written license agreements
which contain restrictions. All parties accessing the Documentation or Software must: respect
proprietary rights of kCura and third parties; comply with your organization’s license agreement,
including but not limited to license restrictions on use, copying, modifications, reverse engineering, and
derivative products; and refrain from any misuse or misappropriation of this Documentation or Software
in whole or in part. The Software and Documentation is protected by the Copyright Act of 1976, as
amended, and the Software code is protected by the Illinois Trade Secrets Act. Violations can involve
substantial civil liabilities, exemplary damages, and criminal penalties, including fines and possible
imprisonment.
©2014. kCura Corporation. All rights reserved. Relativity® and kCura® are registered trademarks of
kCura Corporation.
Relativity | Post-installation Verification Test - 48