RELATIVITY CERTIFIED ADMINISTRATOR UPDATED
FINAL EXAM QUESTIONS AND ANSWERS SURE A+
✔✔Re-Run Event Handlers - ✔✔executes Post Workspace Create event handlers that
failed to complete properly. The Workspace Details page displays this button and an
error message at the top of the page only when Post Workspace Create event handlers
have failed.
✔✔Managing System Keyboard Shortcuts - ✔✔You can modify the Keyboard shortcuts
for a workspace. The shortcuts are defined in Relativity for use in the core reviewer
interface. You must have the proper security permissions to edit these. To do so you
click the Workspace Admin > Workspace details tab. Then click the button in the
relativity utilities console
✔✔System Keyboard Shortcut Keys - ✔✔Select or deselect one or more of the
following checkboxes: Ctrl, Alt, or shift. You must select either or both of the Ctrl and Alt
checkboxes or Relativity will display the error message <Invalid Keyboard Shortcut>
✔✔System Keyboard Shortcut Key Drop Down Menu - ✔✔in this you can select a letter,
number, or navigation key. (The navigation keys include End, Home, Space, Return,
Down Arrow, Up Arrow, Left Arrow, Right Arrow, Page Down, and Page Up)
✔✔Keyboard Legend Icon - ✔✔Click this to display a list of the keyboard shortcuts
currently in use by the System and browsers
✔✔Viewing the Personal Items of a Workspace User - ✔✔You must be a system admin
to preform this task. Click on the Administration >Workspace Details tab. Then Click on
View Another User's Personal Items in the Relativity Utilities Console
✔✔Production Restriction - ✔✔Using this option you can ensure that your production
set doesn't include privileged or other confidential documents. You can select a saved
search that returns documents that you want excluded from the production set. When
you run a production, Relativity compares these documents against those in the
production and alerts you to any conflicts.
✔✔Adding and editing Production Restrictions - ✔✔Create a saved search > Click to
edit the workspace details page > Select your saved search in the production
restrictions
✔✔Managing Production Restrictions in Templates - ✔✔if you use a workspace with
production restriction as a template, you'll see a warning message that requires you to
select one of the following options (1. Select a new Production Restriction, or 2.
Continue with No Production Restriction) You can't delete the saved search that the
Production Restriction option uses. You must first edit the Production Restriction option
so that it no longer references the search
,✔✔Workspace Admin Group - ✔✔A system admin can assign any group in Relativity to
have full admin rights over a particular workspace. A workspace admin has full control
over all objects within the workspace, but members of the group do not have the script
permissions available only to system admins.
✔✔Designating a Workspace Admin Group - ✔✔1. Click edit on the Workspace Details
tab.
2. Click ... in the Workspace Admin Group field.
3. Click the radio button next to the group you want to set as the Workspace admin
group.
4. Click OK
✔✔Adding workspaces to a client domain - ✔✔You can add or remove objects from
client domains if you have the client domains feature activated.
✔✔How to Add Workspace to a client domain - ✔✔1. Navigate to the Workspaces
Details tab
2. Click Edit
3. Click ... next to the Client Name field in the Workspace Information section of the
Workspace Details tab
4. Select the client with client domains enabled from the list.
5. A warning message requires you to confirm you decision by clicking Save.
6. Click Save.
7. You must select a new Matter, Resource Pool, Default File Repository, and Default
Cache Location for the workspace once you move it into a client domain.
✔✔Users - ✔✔Users are individuals who have access to the Relativity environment.
You create users and add them to groups, which are then associated with workspaces.
✔✔User Status - ✔✔You can view information about users currently logged into
relativity from the User Status tab, which is available from within any workspace or from
home.
✔✔Creating and editing a user - ✔✔1. Click your name in the upper right corner of
Relativity, and then click Home.
2. Click the User and Group Management tab.
3. Click Users.
4. Click New User. To edit an existing user, click Edit next to the user's name.
5. Complete the fields on the form. See Fields.
6. Click Save.
7. Add a login method or methods.
✔✔User Field - First Name - ✔✔the user's first name. This field must be between 1 and
50 characters
, ✔✔User Field - Last Name - ✔✔the user's last name. This field must be between 1 and
50 characters. The system displays a user as <last name>, <first name>.
✔✔User Field - Email Address - ✔✔the user's email address. While the system won't
validate this information, you must enter it in the following format:
✔✔User Field - Type - ✔✔the user type. The default values are internal or external, but
you can add any type value. Type is for reference purposes only and has no impact on
access or billing
✔✔User Field - Client - ✔✔he client associated with the user. Click ... to select from
available clients.
✔✔User Field - Relativity Access - ✔✔a drop-down menu that where you can control
the user's access to Relativity.
- Enabled - the default value. Enabled users can to log in to Relativity and are
considered for billing under your Relativity license.
- Disabled - users cannot access Relativity and won't be counted or billed as named
users on your Relativity license. When Relativity is first deployed, the system sets the
Relativity Access field for existing users using the following criteria. A system admin can
change a user's access at any time.
✔✔User Field - Disable on Date - ✔✔the date when the user's Relativity access is
disabled. Use the field to auto-disable users on a specific date in the future, for
example, when managing contact reviewers. When you specify the date, it can't be in
the past
✔✔User Field - Document Skip - ✔✔controls whether or not the user has the ability to
skip documents during review that no longer meet the original conditions of a view due
to propagation. The available options are:
- Enabled - enables the Skip function.
- Disabled - disables the Skip function.
- Force Enabled - always enables the Skip function so that the user can't turn it off. This
option is only available for system admins.
✔✔User Field - Trusted IPs - ✔✔specifies a list of rusted IP addresses for a user.
Authentication fails if a user attempts to log in to Relativity from an unauthorized IP
address.
✔✔User Field - Change Settings - ✔✔users without admin rights can change their
settings depending on whether the drop-down menu is enable or disabled
FINAL EXAM QUESTIONS AND ANSWERS SURE A+
✔✔Re-Run Event Handlers - ✔✔executes Post Workspace Create event handlers that
failed to complete properly. The Workspace Details page displays this button and an
error message at the top of the page only when Post Workspace Create event handlers
have failed.
✔✔Managing System Keyboard Shortcuts - ✔✔You can modify the Keyboard shortcuts
for a workspace. The shortcuts are defined in Relativity for use in the core reviewer
interface. You must have the proper security permissions to edit these. To do so you
click the Workspace Admin > Workspace details tab. Then click the button in the
relativity utilities console
✔✔System Keyboard Shortcut Keys - ✔✔Select or deselect one or more of the
following checkboxes: Ctrl, Alt, or shift. You must select either or both of the Ctrl and Alt
checkboxes or Relativity will display the error message <Invalid Keyboard Shortcut>
✔✔System Keyboard Shortcut Key Drop Down Menu - ✔✔in this you can select a letter,
number, or navigation key. (The navigation keys include End, Home, Space, Return,
Down Arrow, Up Arrow, Left Arrow, Right Arrow, Page Down, and Page Up)
✔✔Keyboard Legend Icon - ✔✔Click this to display a list of the keyboard shortcuts
currently in use by the System and browsers
✔✔Viewing the Personal Items of a Workspace User - ✔✔You must be a system admin
to preform this task. Click on the Administration >Workspace Details tab. Then Click on
View Another User's Personal Items in the Relativity Utilities Console
✔✔Production Restriction - ✔✔Using this option you can ensure that your production
set doesn't include privileged or other confidential documents. You can select a saved
search that returns documents that you want excluded from the production set. When
you run a production, Relativity compares these documents against those in the
production and alerts you to any conflicts.
✔✔Adding and editing Production Restrictions - ✔✔Create a saved search > Click to
edit the workspace details page > Select your saved search in the production
restrictions
✔✔Managing Production Restrictions in Templates - ✔✔if you use a workspace with
production restriction as a template, you'll see a warning message that requires you to
select one of the following options (1. Select a new Production Restriction, or 2.
Continue with No Production Restriction) You can't delete the saved search that the
Production Restriction option uses. You must first edit the Production Restriction option
so that it no longer references the search
,✔✔Workspace Admin Group - ✔✔A system admin can assign any group in Relativity to
have full admin rights over a particular workspace. A workspace admin has full control
over all objects within the workspace, but members of the group do not have the script
permissions available only to system admins.
✔✔Designating a Workspace Admin Group - ✔✔1. Click edit on the Workspace Details
tab.
2. Click ... in the Workspace Admin Group field.
3. Click the radio button next to the group you want to set as the Workspace admin
group.
4. Click OK
✔✔Adding workspaces to a client domain - ✔✔You can add or remove objects from
client domains if you have the client domains feature activated.
✔✔How to Add Workspace to a client domain - ✔✔1. Navigate to the Workspaces
Details tab
2. Click Edit
3. Click ... next to the Client Name field in the Workspace Information section of the
Workspace Details tab
4. Select the client with client domains enabled from the list.
5. A warning message requires you to confirm you decision by clicking Save.
6. Click Save.
7. You must select a new Matter, Resource Pool, Default File Repository, and Default
Cache Location for the workspace once you move it into a client domain.
✔✔Users - ✔✔Users are individuals who have access to the Relativity environment.
You create users and add them to groups, which are then associated with workspaces.
✔✔User Status - ✔✔You can view information about users currently logged into
relativity from the User Status tab, which is available from within any workspace or from
home.
✔✔Creating and editing a user - ✔✔1. Click your name in the upper right corner of
Relativity, and then click Home.
2. Click the User and Group Management tab.
3. Click Users.
4. Click New User. To edit an existing user, click Edit next to the user's name.
5. Complete the fields on the form. See Fields.
6. Click Save.
7. Add a login method or methods.
✔✔User Field - First Name - ✔✔the user's first name. This field must be between 1 and
50 characters
, ✔✔User Field - Last Name - ✔✔the user's last name. This field must be between 1 and
50 characters. The system displays a user as <last name>, <first name>.
✔✔User Field - Email Address - ✔✔the user's email address. While the system won't
validate this information, you must enter it in the following format:
✔✔User Field - Type - ✔✔the user type. The default values are internal or external, but
you can add any type value. Type is for reference purposes only and has no impact on
access or billing
✔✔User Field - Client - ✔✔he client associated with the user. Click ... to select from
available clients.
✔✔User Field - Relativity Access - ✔✔a drop-down menu that where you can control
the user's access to Relativity.
- Enabled - the default value. Enabled users can to log in to Relativity and are
considered for billing under your Relativity license.
- Disabled - users cannot access Relativity and won't be counted or billed as named
users on your Relativity license. When Relativity is first deployed, the system sets the
Relativity Access field for existing users using the following criteria. A system admin can
change a user's access at any time.
✔✔User Field - Disable on Date - ✔✔the date when the user's Relativity access is
disabled. Use the field to auto-disable users on a specific date in the future, for
example, when managing contact reviewers. When you specify the date, it can't be in
the past
✔✔User Field - Document Skip - ✔✔controls whether or not the user has the ability to
skip documents during review that no longer meet the original conditions of a view due
to propagation. The available options are:
- Enabled - enables the Skip function.
- Disabled - disables the Skip function.
- Force Enabled - always enables the Skip function so that the user can't turn it off. This
option is only available for system admins.
✔✔User Field - Trusted IPs - ✔✔specifies a list of rusted IP addresses for a user.
Authentication fails if a user attempts to log in to Relativity from an unauthorized IP
address.
✔✔User Field - Change Settings - ✔✔users without admin rights can change their
settings depending on whether the drop-down menu is enable or disabled
