RELATIVITY CERTIFIED ADMINISTRATOR EXAMS
SCRIPT QUESTIONS AND ANSWERS SURE A+
✔✔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
✔✔User Field - Change Document Viewer - ✔✔users can change document viewer
modes depending on whether the drop-down menu is enabled or disabled.
- Enabled - users can select which viewer they want to use. You can still set a default
viewer in the Document Viewer field, but users can switch between viewers.
- Disabled - users can't select which viewer they want to use. Whatever viewer appears
in the Document Viewer field in User Settings is the only viewer the user has access to.
✔✔User Field Keyboard Shortcuts - ✔✔Choose a default setting for the keyboard
shortcuts icon in the core reviewer interface. This property is set to Enabled by default
✔✔User Settings Field - Item List Page Length - ✔✔a numeric field indicating the
default list length for all views in Relativity except for views that are embedded into
layouts as an Associative Object List. You can set it from 1 to 200.
✔✔User Settings Field - Default Selected File Type - ✔✔the default viewer mode:
- Viewer
- Native
- Image
- Long Text
- Production
✔✔User Settings Field - Skip Default Preference - ✔✔- Skip - advances a user to the
next document in the queue that matches the defined view conditions when the user
clicks Save and Next.
- Normal - document review operates normally, displaying all documents in the queue.
,✔✔User Settings Field - Enforce viewer Compatibility - ✔✔provides you with the ability
to control when users are required to download a new version of the viewer.
✔✔User Settings Field - Default Filter Visibility - ✔✔determines whether or not filters on
all columns are visible by default for that user. For Relativity 9.6.50.31 and above, the
out of the box setting for this field is Visible, but you can modify it as necessary.
Upgrading to this version sets the Default Filter Visibility field to Visible for existing users
whose filters are hidden.
✔✔User Setting Field - Default Saved Search Owner - ✔✔determines whether saved
searches are public or private by default. If set to Public, the search is public and all
users with rights to it can see it. If set to Logged in User, the search is private and only
the logged in user is able to see it. The property's default value is configurable on a
system level
✔✔User Setting Field - Native Viewer Chache Ahead - ✔✔if enabled, pre-loads the next
native document in the review queue once the active document is loaded.
✔✔User Setting Field - Document Viewer - ✔✔determines which viewer the user can
access when reviewing documents.
- Default - only available in Internet Explorer. This option pulls the from the
UseLegacyViewer instance setting to determine which viewer the user can access.
- HTML - uses the HTML viewer to review documents.
- ActiveX - uses the ActiveX viewer to review documents.
✔✔Viewing user audit records - ✔✔Use the View Audit function to view a user's audited
actions. To access the audit records, select the Users tab and click the name of a user.
Then click View Audit.
✔✔Sending Messages to Users - ✔✔From Home or within a workspace, you can send
web page messages to one or more users with the mass send message feature. Use
the following steps to send a message:
1. Open the User Status tab in from within a workspace or from Home.
2. Select the checkbox next to the names of the users you want to send a message to.
3. Select Send Message from the drop-down menu at the bottom of the page.
4. Click Go.
The Webpage Dialog appears.
5. Enter your message in the Message field, and then click Send Messsage. The
selected users receive a web page message immediately.
✔✔Sending Email to Users - ✔✔You can also send an email message to a single
recipient by clicking the email address link. Your native email application opens, and
you can enter the text of your message. You're identified as the sender of the email
message based on your login information.
, ✔✔Forcing Users to log out - ✔✔Use the following steps to log users out:
1. Click your name in the upper right corner of Relativity, and click Home.
2. Open the User Status tab.
3. Select the checkbox next to the names of users you want to log out.
4. Select Force Log Out from the drop-down menu at the bottom of the page, and then
click Go.
5. Click OK on the confirmation message. Relativity immediately logs out the users you
selected.
✔✔Auto-disable Users - ✔✔Beginning in September 2017, you can auto-disable users
on a specific date in the future. You can set the Disable On Date when creating or
editing an individual user. You can also use a mass-operation to set the Disable On
Date for multiple users:
1. Navigate to the Users tab.
2. Select the checkbox next to the names of users.
3. Select Enable from the mass operations drop-down menu at the bottom of the page.
The Enable Users dialog opens.
4. Select the checkbox next to the Disable On Date field.
5. Enter or select the value for the Disable On Date field. The date-time value must be
in the future.
6. Click Ok. The Disable On Date is set for the selected users, and they will be
automatically logged out on the specified date and time.
✔✔Groups - ✔✔With groups you can organize users in Relativity. A user can be a
member of one or more groups. You can grant groups permission to view admin tabs
from Home. You can also add groups to workspaces and set permissions per group on
a workspace-by-workspace basis.
✔✔System Group - Everyone - ✔✔All users are members of the Everyone group.
System admins can manage the permissions all users have on system level views and
scripts. You are unable to revoke certain permissions for the Everyone group.
✔✔System Group - System Administrators - ✔✔Relativity system admins have rights to
see every item in a Relativity environment. System admins have full access to all admin
tabs. System admins can then create and edit new clients, matters, users, groups and
views, among other capabilities. System admins also have the following script and
applications-related permissions: view, run, preview (locked and unlocked scripts),
create/write, edit, link, and import applications.
✔✔Creating and editing groups - ✔✔To create a new group or edit an existing group:
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 New Group. To edit group information, click the Edit link next to an existing
group name.
4. Add or edit the fields on the group details page. 5. See Fields for details.
Click Save to save the group information.
SCRIPT QUESTIONS AND ANSWERS SURE A+
✔✔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
✔✔User Field - Change Document Viewer - ✔✔users can change document viewer
modes depending on whether the drop-down menu is enabled or disabled.
- Enabled - users can select which viewer they want to use. You can still set a default
viewer in the Document Viewer field, but users can switch between viewers.
- Disabled - users can't select which viewer they want to use. Whatever viewer appears
in the Document Viewer field in User Settings is the only viewer the user has access to.
✔✔User Field Keyboard Shortcuts - ✔✔Choose a default setting for the keyboard
shortcuts icon in the core reviewer interface. This property is set to Enabled by default
✔✔User Settings Field - Item List Page Length - ✔✔a numeric field indicating the
default list length for all views in Relativity except for views that are embedded into
layouts as an Associative Object List. You can set it from 1 to 200.
✔✔User Settings Field - Default Selected File Type - ✔✔the default viewer mode:
- Viewer
- Native
- Image
- Long Text
- Production
✔✔User Settings Field - Skip Default Preference - ✔✔- Skip - advances a user to the
next document in the queue that matches the defined view conditions when the user
clicks Save and Next.
- Normal - document review operates normally, displaying all documents in the queue.
,✔✔User Settings Field - Enforce viewer Compatibility - ✔✔provides you with the ability
to control when users are required to download a new version of the viewer.
✔✔User Settings Field - Default Filter Visibility - ✔✔determines whether or not filters on
all columns are visible by default for that user. For Relativity 9.6.50.31 and above, the
out of the box setting for this field is Visible, but you can modify it as necessary.
Upgrading to this version sets the Default Filter Visibility field to Visible for existing users
whose filters are hidden.
✔✔User Setting Field - Default Saved Search Owner - ✔✔determines whether saved
searches are public or private by default. If set to Public, the search is public and all
users with rights to it can see it. If set to Logged in User, the search is private and only
the logged in user is able to see it. The property's default value is configurable on a
system level
✔✔User Setting Field - Native Viewer Chache Ahead - ✔✔if enabled, pre-loads the next
native document in the review queue once the active document is loaded.
✔✔User Setting Field - Document Viewer - ✔✔determines which viewer the user can
access when reviewing documents.
- Default - only available in Internet Explorer. This option pulls the from the
UseLegacyViewer instance setting to determine which viewer the user can access.
- HTML - uses the HTML viewer to review documents.
- ActiveX - uses the ActiveX viewer to review documents.
✔✔Viewing user audit records - ✔✔Use the View Audit function to view a user's audited
actions. To access the audit records, select the Users tab and click the name of a user.
Then click View Audit.
✔✔Sending Messages to Users - ✔✔From Home or within a workspace, you can send
web page messages to one or more users with the mass send message feature. Use
the following steps to send a message:
1. Open the User Status tab in from within a workspace or from Home.
2. Select the checkbox next to the names of the users you want to send a message to.
3. Select Send Message from the drop-down menu at the bottom of the page.
4. Click Go.
The Webpage Dialog appears.
5. Enter your message in the Message field, and then click Send Messsage. The
selected users receive a web page message immediately.
✔✔Sending Email to Users - ✔✔You can also send an email message to a single
recipient by clicking the email address link. Your native email application opens, and
you can enter the text of your message. You're identified as the sender of the email
message based on your login information.
, ✔✔Forcing Users to log out - ✔✔Use the following steps to log users out:
1. Click your name in the upper right corner of Relativity, and click Home.
2. Open the User Status tab.
3. Select the checkbox next to the names of users you want to log out.
4. Select Force Log Out from the drop-down menu at the bottom of the page, and then
click Go.
5. Click OK on the confirmation message. Relativity immediately logs out the users you
selected.
✔✔Auto-disable Users - ✔✔Beginning in September 2017, you can auto-disable users
on a specific date in the future. You can set the Disable On Date when creating or
editing an individual user. You can also use a mass-operation to set the Disable On
Date for multiple users:
1. Navigate to the Users tab.
2. Select the checkbox next to the names of users.
3. Select Enable from the mass operations drop-down menu at the bottom of the page.
The Enable Users dialog opens.
4. Select the checkbox next to the Disable On Date field.
5. Enter or select the value for the Disable On Date field. The date-time value must be
in the future.
6. Click Ok. The Disable On Date is set for the selected users, and they will be
automatically logged out on the specified date and time.
✔✔Groups - ✔✔With groups you can organize users in Relativity. A user can be a
member of one or more groups. You can grant groups permission to view admin tabs
from Home. You can also add groups to workspaces and set permissions per group on
a workspace-by-workspace basis.
✔✔System Group - Everyone - ✔✔All users are members of the Everyone group.
System admins can manage the permissions all users have on system level views and
scripts. You are unable to revoke certain permissions for the Everyone group.
✔✔System Group - System Administrators - ✔✔Relativity system admins have rights to
see every item in a Relativity environment. System admins have full access to all admin
tabs. System admins can then create and edit new clients, matters, users, groups and
views, among other capabilities. System admins also have the following script and
applications-related permissions: view, run, preview (locked and unlocked scripts),
create/write, edit, link, and import applications.
✔✔Creating and editing groups - ✔✔To create a new group or edit an existing group:
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 New Group. To edit group information, click the Edit link next to an existing
group name.
4. Add or edit the fields on the group details page. 5. See Fields for details.
Click Save to save the group information.
