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Relativity Certified Processing Specialist Questions and Answers
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Primary goals of processing o :## •Discern, at an item level, exactly what data is found in a certain source. •Record all item-level metadata as it existed prior to processing. •Enable defensible reduction of data by selecting only items that are appropriate to move forward to review. ...

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Relativity Certified Processing Specialist
Questions and Answers
Primary goals of processing

o :## •Discern, at an item level, exactly what data is found in a certain source.

•Record all item-level metadata as it existed prior to processing.

•Enable defensible reduction of data by selecting only items that are appropriate to move

forward to

review.




Processing workflow

o :## 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




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,2|Page


Worker manager server

o :## Uses workers to perform imaging, and all phases of processing, including

inventory, discovery, and publish.




How many workers are needed for processing?

o :## In order to process files, you need to designate at least one worker for processing.



How many worker manager servers per resource pool?

o :## 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?

o :## 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?

o :## •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

o :## •Processing set: Add, Edit, View

•Processing data source: Add, View


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•Document: Add, View

•Documents Tab

•Processing Tab (parent)

•Processing Sets Tab (child)




Processing to Data Grid requirements

o :## •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?

o :## No. You have to build a dtSearch index.



Can you enable Data Grid for fields that already have SQL text?

o :## 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?

o :## Tool used to migrate fields from SQL to Data Grid that already have text in SQL.




Custodian fields

o :## •Processing data source

•Status



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•Source path

•Time zone




Can you delete a custodian that is associated with a processing data source?

o :## No




Extraction of embedded images or objects is not supported for which file types?

o :## •Visio

•Project

•OpenOffice




Does Relativity extract embedded objects or images that were added to files as links?

o :## No




Can Relativity distinguish between text and line art in documents?

o :## 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?

o :## •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



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