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Getting Started

Follow these steps to get Relativity Trace up and running in your Relativity Instance.

  1. Prerequisites
    1. Agents
    2. Applications
  2. Setting up Relativity Trace


Ensure the following Relativity Instance components are appropriately configured before setting up Relativity Trace:


All required by Trace Agents are deployed automatically during instance creation. There is no additional setup needed.


  • Relativity Integration Points
    1. Relativity Integration Points is a required application for Relativity Trace and should be installed in all Trace workspaces BEFORE installing Trace
    2. Used by Trace Data Sources
  • Relativity Analytics
    1. Used by Trace after ingestion to perform Structured Analytics workflows (language identification, repeated content identification, etc)
  • Active Learning
    1. Used by Trace after ingestion to analyze documents against Machine Learning models.

Setting up Relativity Trace

  1. Install Relativity Integration Points in all the workspaces that will Run Trace.

  2. Install the Trace_<version>.rap from the Application Library tab in the Admin case to all workspaces that will run Trace

    NOTE Using the Relativity Applications tab from within a workspace to install Trace is NOT recommended. Always install Trace from the Application Library.

  3. Wait until application Status switches to Installed in the target workspaces

  4. Create Trace agents

    Trace Application requires the following Agents to be enabled on the instance:

    • Trace Manager Agent
    • Trace Data Batch Finalization Agent
    • Trace Data Enrichment Agent
    • Trace Data Dispose Agent
    • Trace Data Transformation Agent


    On the Agents tab, the Agent Server column should show a value of RelativityOne Compute. This means a given agent type is running in Kubernetes.

    When installing Trace for a new client please reach out

    When upgrading from standard agends to Kubernetes agends please reach out

  5. In the workspace, navigate to the Trace->Setup tab and set the Run Option to Continuous


Changing the “Run Option” to “Continuous” will automatically build a dtSearch index for this workspace for all documents present. Only change this setting to “Continuous” when appropriate agent infrastructure is configured and disk space available to build a corresponding dtSearch Index. Please reach out to for support on installing Trace into workspaces with existing data.

  1. You must also set the Production Status of the workspace. The three options are:
    1. Not Active - the workspace is not being used by a customer or in the process of implementation
    2. In Implementation - the workspace is actively being configured and data sources are being added for a customer
    3. Live - customers are actively getting and reviewing alerts in this workspace

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