RELATIVITY PROCESSING SPECIALIST 2026
PRACTICE TEST QUESTIONS AND DETAILED
EDISCOVERY DATA PROCESSING
BREAKDOWN FULL REVIEW
◉ Processing workflow. Answer: 1. Create custodians
2. Create password bank entries
3. Create processing profile
4. Create processing set
5. Inventory the data (optional)
6. Apply filters to inventory (optional)
7. Run reports on inventory (optional)
8. Discover the data
9. View, ignore, or retry errors
10. Publish documents to workspace
◉ Worker manager server. Answer: Uses workers to perform
imaging, and all phases of processing, including inventory, discovery,
and publish.
,◉ How many workers are needed for processing?. Answer: In order
to process files, you need to designate at least one worker for
processing.
◉ How many worker manager servers per resource pool?. Answer:
You must add the worker manager server to the resource pool
associated with the workspace that is hosting processing. You can
only have one worker manager server per resource pool.
◉ How many processing agents does Relativity recommend?.
Answer: We recommend running two Processing Set Manager
agents and adding more of them as needed.
◉ What are the requirements for adding a processing source
location?. Answer: •Source folder must be shared out
•The Relativity Service Account must have read access to the
processing source location
◉ Minimum security permissions for Relativity Processing. Answer:
•Processing set: Add, Edit, View
•Processing data source: Add, View
•Document: Add, View
•Documents Tab
•Processing Tab (parent)
,•Processing Sets Tab (child)
◉ Processing to Data Grid requirements. Answer: •Enable Data Grid
on the workspace
•Enable Data Grid on the extracted text size field
◉ Is there a SQL Text Index on Extracted Text stored in Data Grid?.
Answer: No. You have to build a dtSearch index.
◉ Can you enable Data Grid for fields that already have SQL text?.
Answer: No. This works for new workspaces only. If you want to
migrate fields from SQL to Data Grid, you must use the Data Grid
Migration application.
◉ What is the Data Grid Migration application?. Answer: Tool used
to migrate fields from SQL to Data Grid that already have text in SQL.
◉ Custodian fields. Answer: •Processing data source
•Status
•Source path
•Time zone
◉ Can you delete a custodian that is associated with a processing
data source?. Answer: No
, ◉ Extraction of embedded images or objects is not supported for
which file types?. Answer: •Visio
•Project
•OpenOffice
◉ Does Relativity extract embedded objects or images that were
added to files as links?. Answer: No
◉ Can Relativity distinguish between text and line art in
documents?. Answer: Yes. Processing will only OCR the line art.
Relativity doesn't skip OCR if a page has electronic text
◉ On which file formats does Relativity perform both Native Text
Extraction and OCR?. Answer: •Images (TIFF/JPEG/GIF/BMP/PNG
etc.)
•Vectors (SVG, CAD files, Metafiles [WMF, EMF], Postscript,
Encapsulated postscript)
•PDF, Visio, Publisher, MS Project, Hancom and JungUm files
◉ Notable unsupported file types. Answer: •DOS, Windows, and Mac
word processors
•Disk Images: Symantec and FTK
•Spreadsheets: Lotus 1-2-3 and others
PRACTICE TEST QUESTIONS AND DETAILED
EDISCOVERY DATA PROCESSING
BREAKDOWN FULL REVIEW
◉ Processing workflow. Answer: 1. Create custodians
2. Create password bank entries
3. Create processing profile
4. Create processing set
5. Inventory the data (optional)
6. Apply filters to inventory (optional)
7. Run reports on inventory (optional)
8. Discover the data
9. View, ignore, or retry errors
10. Publish documents to workspace
◉ Worker manager server. Answer: Uses workers to perform
imaging, and all phases of processing, including inventory, discovery,
and publish.
,◉ How many workers are needed for processing?. Answer: In order
to process files, you need to designate at least one worker for
processing.
◉ How many worker manager servers per resource pool?. Answer:
You must add the worker manager server to the resource pool
associated with the workspace that is hosting processing. You can
only have one worker manager server per resource pool.
◉ How many processing agents does Relativity recommend?.
Answer: We recommend running two Processing Set Manager
agents and adding more of them as needed.
◉ What are the requirements for adding a processing source
location?. Answer: •Source folder must be shared out
•The Relativity Service Account must have read access to the
processing source location
◉ Minimum security permissions for Relativity Processing. Answer:
•Processing set: Add, Edit, View
•Processing data source: Add, View
•Document: Add, View
•Documents Tab
•Processing Tab (parent)
,•Processing Sets Tab (child)
◉ Processing to Data Grid requirements. Answer: •Enable Data Grid
on the workspace
•Enable Data Grid on the extracted text size field
◉ Is there a SQL Text Index on Extracted Text stored in Data Grid?.
Answer: No. You have to build a dtSearch index.
◉ Can you enable Data Grid for fields that already have SQL text?.
Answer: No. This works for new workspaces only. If you want to
migrate fields from SQL to Data Grid, you must use the Data Grid
Migration application.
◉ What is the Data Grid Migration application?. Answer: Tool used
to migrate fields from SQL to Data Grid that already have text in SQL.
◉ Custodian fields. Answer: •Processing data source
•Status
•Source path
•Time zone
◉ Can you delete a custodian that is associated with a processing
data source?. Answer: No
, ◉ Extraction of embedded images or objects is not supported for
which file types?. Answer: •Visio
•Project
•OpenOffice
◉ Does Relativity extract embedded objects or images that were
added to files as links?. Answer: No
◉ Can Relativity distinguish between text and line art in
documents?. Answer: Yes. Processing will only OCR the line art.
Relativity doesn't skip OCR if a page has electronic text
◉ On which file formats does Relativity perform both Native Text
Extraction and OCR?. Answer: •Images (TIFF/JPEG/GIF/BMP/PNG
etc.)
•Vectors (SVG, CAD files, Metafiles [WMF, EMF], Postscript,
Encapsulated postscript)
•PDF, Visio, Publisher, MS Project, Hancom and JungUm files
◉ Notable unsupported file types. Answer: •DOS, Windows, and Mac
word processors
•Disk Images: Symantec and FTK
•Spreadsheets: Lotus 1-2-3 and others
