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Relativity Certified Administrator > Workspaces > Flashcards

Workspaces Flashcards

(85 cards)

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1
Q

What is a workspace in Relativity?

A

A secure data repository for documents used in cases or for applications developed with dynamic objects.

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2
Q

What types of documents can be stored in a workspace?

A
  • Productions
  • Witness testimony
  • Other types of documents
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3
Q

What feature in a workspace helps streamline workflows?

A

Defining views, layouts, fields, and choices.

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4
Q

As of February 2025, what change was made regarding security management in Relativity?

A

Feature Permissions redefines security management by shifting focus from Object Types and Tab Visibility to feature-based permissions.

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5
Q

What are the possible statuses of a workspace?

A
  • Active
  • Creating
  • Cold storage
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6
Q

What is the maximum character limit for a workspace name?

A

50 characters.

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7
Q

What is the purpose of the ‘Matter’ field in a workspace?

A

To associate the workspace with a specific case or legal action.

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8
Q

What happens to a workspace when it is deleted?

A

It moves to the Recycle Bin.

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9
Q

Who can modify the Matter object once a workspace is created?

A

Only System Administrators and Client Domain Administrators.

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10
Q

What types of non-document objects are copied to a new workspace from a template?

A
  • Analytics indexes
  • Automated workflows
  • Custom tabs
  • Fields
  • Groups
  • Imaging profiles
  • Layouts
  • Scripts
  • User objects
  • Views
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11
Q

What is the SQL Full Text Language field used for?

A

To determine the correct word-break characters used in the full text index.

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12
Q

What are the minimum security permissions required to migrate workspaces to cold storage?

A
  • View
  • Edit
  • Delete permissions for the workspace
  • Manage Cold Storage admin operation
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13
Q

How long must a workspace remain in cold storage before it can be deleted?

A

30 days.

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14
Q

What should you do before moving a workspace to cold storage?

A

Run text migration jobs.

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15
Q

What is the default setting for SQL Full Text Language?

A

English.

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16
Q

Fill in the blank: The _______ field allows you to add notes describing the purpose of the workspace.

A

Notes

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17
Q

True or False: A workspace in cold storage can be used as a template.

A

False.

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18
Q

What feature allows viewing another user’s personal items?

A

View Another User’s Personal Items in the Relativity Utilities console.

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19
Q

What happens to billing when a workspace is moved to cold storage?

A

Billing continues at the original data tier rate until the start of the next calendar month.

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20
Q

What are project types used for in a workspace?

A

To categorize workspaces for monitoring, management, and exploration.

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21
Q

List three predefined values for project type.

A
  • Data Breach Response
  • Litigation - Intellectual Property
  • Internal Investigations
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22
Q

What is the purpose of the Relativity Utilities console?

A

To access additional administrative features for managing the workspace.

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23
Q

What security permission is required to modify system keyboard shortcuts?

A

Modify System Keyboard Shortcuts admin operation.

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24
Q

What is the first step to retrieve a workspace from cold storage?

A

Click Retrieve Workspace

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25
How long does it typically take to retrieve a workspace from cold storage?
1-5 days
26
What notification does the user receive once the workspace retrieval is complete?
Email notification
27
What must be running for workspaces to be retrieved from cold storage?
Cold Storage Case Retrieval Agent
28
What is the minimum number of days a workspace must be in cold storage before it can be deleted?
30 days
29
What happens to the 'Delete Workspace' button after 30 days?
It becomes available
30
What must you do to ensure that your production set does not include privileged documents?
Add production restrictions
31
What is the default value for the Production Restrictions option?
32
What is required to remove production restrictions?
Permissions to the documents included in a production
33
What happens if you use a workspace with production restrictions as a template?
You will see a warning message to select an option
34
How can a system admin designate a workspace admin group?
Select the group in the Workspace Admin Group field
35
What is a repository workspace in RelativityOne?
A workspace set up for document storage and management
36
What is one advantage of having the same fields in both repository and review workspaces?
Minimal learning curve for teams
37
What should be done when promoting data between repository and review workspaces?
Use the same field names and types
38
What is recommended to ensure stable performance regarding folders in a workspace?
Create no more than 250,000 folders
39
What does the Browsers panel allow you to do?
Navigate from folder to folder to see documents
40
What are the three options available in the Browsers panel?
* Folders * Field Tree * Saved Searches
41
What does clicking on the Folders icon do in the Browsers panel?
Navigates the folder hierarchy for your workspace
42
What is the purpose of the Document Preview panel?
View documents while remaining on the document list
43
What permission is required to use the Document Preview feature?
Document Preview permission
44
What does the View bar allow users to do?
Select views, upload new documents, and create/edit dashboards
45
Fill in the blank: You must _______ to edit the current view.
Have permission
46
True or False: The Document Preview panel allows searching for terms and creating highlights within the document.
False
47
What is the recommended action when promoting documents via links from repository to review workspace?
Avoid storing copies of the files
48
What is the purpose of the 'Include Related Items' drop-down menu in the View bar?
Returns documents related to the documents currently in the view
49
What should you do to prevent errors when loading data via Import/Export?
Use unique control numbers
50
What is one special consideration when using analytics with repository workspaces?
Evaluate if you need to repopulate text or update only new documents
51
What is the purpose of the Document Preview panel?
To view and navigate through highlight hits for previously created persistent highlight sets
52
What must be enabled to access the Document Preview panel?
The EnableDocumentPreview instance setting must be set to True
53
Where is the Show Document Preview Panel icon located?
In the upper-right corner
54
What permission is required to use the Document Preview panel?
Document Preview permission in Other Settings
55
True or False: The Document Preview panel supports viewing hidden content.
False
56
What can users not do in the Document Preview panel?
Create or modify markups, or edit coding decisions
57
What should you do to perform tasks like editing coding decisions?
Open the document in the Viewer
58
Fill in the blank: Searching for terms in the document list will not create highlights in a document you are viewing in the _______.
Document Preview panel
59
How can the Document Preview panel be resized?
By clicking on the edge of the panel and dragging the cursor to the desired size.
60
How can you move the Document Preview panel?
Click in the upper-left corner and drag the window to the blue strip on the other side of the screen.
61
What does the Persistent Highlighting option do?
Displays or hides a panel containing any persistent highlight sets in the workspace.
62
What indicates that a Viewer is available for viewing a document?
Viewer names displayed in black.
63
What does a Viewer name in italics signify?
That Viewer is not available for the current document.
64
How can you change the active markup set in the Document Preview panel?
Choose a markup set from the drop-down menu.
65
What options are available in the Page navigator?
* Move to the first page * Move to the previous page * Move to the next page * Move to the last page
66
What does the Inline Editing icon allow you to do?
Enable edit mode where a user can edit eligible fields from the document list.
67
What does the Freeze/Unfreeze columns icon do?
Refreeze columns that were most recently frozen or unfreeze the columns.
68
What does the Sampling icon allow you to do?
Create random sample sets from the item list using different methodologies.
69
How can you clear filters applied to the item list?
Click the blue clear filter icon.
70
What happens when you click the Reset column sizes icon?
Returns to the original settings for the columns.
71
What does the Turn Grid style on/off icon do?
Turns grid style on or off, affecting row padding and shading.
72
How do you freeze a column in the item list?
Hover over the column's title, click on the ellipses, and select Freeze Columns.
73
How can you unfreeze a column?
Hover over the right-most frozen column, click on the ellipses, and select Unfreeze Columns.
74
What is the maximum number of values you can copy from a single column?
Up to 10,000 values.
75
How do you save a search from the Documents tab?
Using the Save Search button located next to the mass operations bar.
76
What happens when you hover over a record’s file icon?
You can click to open a pop-up viewer showing the record.
77
What is the sorting functionality in the item list?
Click any field heading to sort items in ascending or descending order.
78
What does the Recycle Bin feature allow you to do?
Recover deleted workspaces within a specified time-frame.
79
How does the Recycle Bin affect billing?
Workspaces stored in the Recycle Bin do not contribute to monthly billing calculations.
80
Who has access to the Recycle Bin feature?
Only accessible at the System Administrator level.
81
What happens when you delete a workspace?
It is automatically moved to the Recycle Bin.
82
What options do you have for workspaces in the Recycle Bin?
* Retrieve * Permanently delete * Move to Cold Storage
83
How can you recover a workspace from the Recycle Bin?
Click the restore icon.
84
How do you permanently delete a workspace from the Recycle Bin?
Click the trash can icon.
85
How do you move workspaces to Cold Storage?
Click the button below the table.

Relativity Certified Administrator (39 decks)

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