Follow these steps to get Relativity Trace up and running in your Relativity Instance.
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
- Relativity Integration Points is a required application for Relativity Trace and should be installed in all Trace workspaces BEFORE installing Trace
- Used by Trace Data Sources
- Relativity Analytics
- Used by Trace after ingestion to perform Structured Analytics workflows (language identification, repeated content identification, etc)
- Active Learning
- Used by Trace after ingestion to analyze documents against Machine Learning models.
Install Relativity Integration Points in all the workspaces that will Run Trace.
Trace_<version>.rapfrom 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.
Wait until application Status switches to
Installedin the target workspaces
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
Agentstab, 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 email@example.com.
When upgrading from standard agends to Kubernetes agends please reach out firstname.lastname@example.org.
In the workspace, navigate to the
Setuptab and set the
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 email@example.com for support on installing Trace into workspaces with existing data.
- You must also set the
Production Statusof the workspace. The three options are:
Not Active- the workspace is not being used by a customer or in the process of implementation
In Implementation- the workspace is actively being configured and data sources are being added for a customer
Live- customers are actively getting and reviewing alerts in this workspace
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