Kansas City User Group
Kansas City User Group Scripts, Event Handlers, and Applications in Relativity
© kCura LLC. All rights reserved.
Scripts
© kCura LLC. All rights reserved.
What are Relativity Scripts? •
Relativity scripts execute flexible SQLbased scripts to customize and augment Relativity functionality.
•
Scripts are Relativity artifacts. This means they have the same features as standard Relativity objects, allowing them to be secured and audited.
© kCura LLC. All rights reserved.
Event Handlers
© kCura LLC. All rights reserved.
What are Relativity Event Handlers? •
There is an assembly (.dll file) that executes when a specific event occurs.
•
Based on: – Specific event – Condition / validation rule
•
Types: – Pre-Save – Post-Save – Pre-Install – Post-Install
© kCura LLC. All rights reserved.
Relativity Event Handler Express •
Event Handler Express simplifies the development of event handlers so that you don't manually need to write the code for them. When you build event handlers with this tool, you need to define their behavior by creating condition groups and conditions.
•
You can use Event Handler Express to create Pre Save event handlers that perform validation when the user clicks the Save button on a layout, but before Relativity writes any data to the database.
•
Can be based on Field Names (more reusable) or Artifact ID
•
Suggested to create multiple rules within a singe EH rather than multiple EH with individual rules
© kCura LLC. All rights reserved.
Relativity Event Handlers
© kCura LLC. All rights reserved.
Applications / Agents
© kCura LLC. All rights reserved.
What are Relativity Applications •
Relativity is a Platform
•
Business analysts or third-party developers can implement these applications using Relativity Dynamic Objects (RDOs), the Application Deployment System (ADS), and custom code. This includes: – Objects – Fields – Choices – etc…
•
Types of applications: – System Secured • Collections • Processing • Fact Manager – Custom • Media Tracker
© kCura LLC. All rights reserved.
What are Relativity Agents •
Agents are process managers and workers that run in the background of Relativity to complete jobs that you or another user scheduled in your environment.
•
Different agents exist for each type of job – OCR – Branding
•
Custom Agents can be set up to run reports – I run Script A every week and use that report it spits out. You can have an agent do that and email it to you!
© kCura LLC. All rights reserved.
Popular Solutions Using Scripts, Event Handlers, and Applications
© kCura LLC. All rights reserved.
Popular Solutions Reviewer Stats and Reviewer Productivity The Reviewer Productivity solution tallies and reports coding decisions that reviewers made by using specific fields during a specific time period. It uses scripts to configure the solution and run reports.
© kCura LLC. All rights reserved.
Popular Solutions Track Document Field Edits by Reviewer Tracks changes to a field that you specify and populates two other fields—a Reviewed By (User) field and a Reviewed On (Date) field—with information about those changes.
© kCura LLC. All rights reserved.
Popular Solutions Normalize Redactions Across Relational Group The Normalize Redactions Across Relational Group script facilitates normalizing redactions across duplicate documents (or any other relational field).
Any redactions which exist on a document in a relational group will be applied to all other documents in the relational group where the redaction does not already exist.
© kCura LLC. All rights reserved.
Popular Solutions Production Tracker (Prior to v9.3) Allows you to track historical productions from within Relativity
© kCura LLC. All rights reserved.
Popular Solutions Propagate Coding Post-Import Propagate coding to documents based on relational field
© kCura LLC. All rights reserved.
Popular Solutions Disable Inactive Users Provides a report of users who are considered inactive or disable users who are considered inactive based on selected criteria.
© kCura LLC. All rights reserved.
Popular Solutions User Workspace Access and Last Login Displays a list of current Relativity users, the date when they last logged into Relativity, and the workspaces that they currently have access to.
© kCura LLC. All rights reserved.
Popular Solutions Document Unitization (beginning v9.2.337.3) Allows you to split an imaged document into multiple child documents
© kCura LLC. All rights reserved.
Where to Find Custom Development Solutions? •
You can find the list on the documentation site – On Help site Solutions Advice Hub – On Customer Portal Advice@kCura Hub
•
To access this area of the Customer Portal, you need to be an administrative contact
•
There are ~30 solutions publically available on the Advice Hub
•
If you can’t find something that you’re looking for on the Advice Hub, you can contact [email protected]
© kCura LLC. All rights reserved.
Your single source for new lessons on e-discovery and the technology that powers it.
blog.kcura.com/relativity New posts are added every week. Subscribe so you don’t miss a beat! Expert Interviews | Tips and Tricks | Industry Commentary & Predictions | Tech and Workflows Education
© kCura LLC. All rights reserved.
© kCura LLC. All rights reserved.
Scripts
© kCura LLC. All rights reserved.
What are Relativity Scripts? •
Relativity scripts execute flexible SQLbased scripts to customize and augment Relativity functionality.
•
Scripts are Relativity artifacts. This means they have the same features as standard Relativity objects, allowing them to be secured and audited.
© kCura LLC. All rights reserved.
Event Handlers
© kCura LLC. All rights reserved.
What are Relativity Event Handlers? •
There is an assembly (.dll file) that executes when a specific event occurs.
•
Based on: – Specific event – Condition / validation rule
•
Types: – Pre-Save – Post-Save – Pre-Install – Post-Install
© kCura LLC. All rights reserved.
Relativity Event Handler Express •
Event Handler Express simplifies the development of event handlers so that you don't manually need to write the code for them. When you build event handlers with this tool, you need to define their behavior by creating condition groups and conditions.
•
You can use Event Handler Express to create Pre Save event handlers that perform validation when the user clicks the Save button on a layout, but before Relativity writes any data to the database.
•
Can be based on Field Names (more reusable) or Artifact ID
•
Suggested to create multiple rules within a singe EH rather than multiple EH with individual rules
© kCura LLC. All rights reserved.
Relativity Event Handlers
© kCura LLC. All rights reserved.
Applications / Agents
© kCura LLC. All rights reserved.
What are Relativity Applications •
Relativity is a Platform
•
Business analysts or third-party developers can implement these applications using Relativity Dynamic Objects (RDOs), the Application Deployment System (ADS), and custom code. This includes: – Objects – Fields – Choices – etc…
•
Types of applications: – System Secured • Collections • Processing • Fact Manager – Custom • Media Tracker
© kCura LLC. All rights reserved.
What are Relativity Agents •
Agents are process managers and workers that run in the background of Relativity to complete jobs that you or another user scheduled in your environment.
•
Different agents exist for each type of job – OCR – Branding
•
Custom Agents can be set up to run reports – I run Script A every week and use that report it spits out. You can have an agent do that and email it to you!
© kCura LLC. All rights reserved.
Popular Solutions Using Scripts, Event Handlers, and Applications
© kCura LLC. All rights reserved.
Popular Solutions Reviewer Stats and Reviewer Productivity The Reviewer Productivity solution tallies and reports coding decisions that reviewers made by using specific fields during a specific time period. It uses scripts to configure the solution and run reports.
© kCura LLC. All rights reserved.
Popular Solutions Track Document Field Edits by Reviewer Tracks changes to a field that you specify and populates two other fields—a Reviewed By (User) field and a Reviewed On (Date) field—with information about those changes.
© kCura LLC. All rights reserved.
Popular Solutions Normalize Redactions Across Relational Group The Normalize Redactions Across Relational Group script facilitates normalizing redactions across duplicate documents (or any other relational field).
Any redactions which exist on a document in a relational group will be applied to all other documents in the relational group where the redaction does not already exist.
© kCura LLC. All rights reserved.
Popular Solutions Production Tracker (Prior to v9.3) Allows you to track historical productions from within Relativity
© kCura LLC. All rights reserved.
Popular Solutions Propagate Coding Post-Import Propagate coding to documents based on relational field
© kCura LLC. All rights reserved.
Popular Solutions Disable Inactive Users Provides a report of users who are considered inactive or disable users who are considered inactive based on selected criteria.
© kCura LLC. All rights reserved.
Popular Solutions User Workspace Access and Last Login Displays a list of current Relativity users, the date when they last logged into Relativity, and the workspaces that they currently have access to.
© kCura LLC. All rights reserved.
Popular Solutions Document Unitization (beginning v9.2.337.3) Allows you to split an imaged document into multiple child documents
© kCura LLC. All rights reserved.
Where to Find Custom Development Solutions? •
You can find the list on the documentation site – On Help site Solutions Advice Hub – On Customer Portal Advice@kCura Hub
•
To access this area of the Customer Portal, you need to be an administrative contact
•
There are ~30 solutions publically available on the Advice Hub
•
If you can’t find something that you’re looking for on the Advice Hub, you can contact [email protected]
© kCura LLC. All rights reserved.
Your single source for new lessons on e-discovery and the technology that powers it.
blog.kcura.com/relativity New posts are added every week. Subscribe so you don’t miss a beat! Expert Interviews | Tips and Tricks | Industry Commentary & Predictions | Tech and Workflows Education
© kCura LLC. All rights reserved.
