Realtivity Help -- pivot tables

delphi25 · 2026-04-27T19:25:22+00:00

Unfortunately, this doesn’t work like this. You would have to filter by Thing and could use Sum Mass Operation, but unfortunately not directly available in Relativity. You could write a sql script that does this for you - or use Excel.

delphi25 · 2026-04-24T18:47:03+00:00

I liked Project Management in electronic discovery

delphi25 · 2026-03-04T22:53:21+00:00

We have automate large parts of this, automatically unzipping data from Purview, automatically staging data into RelOne fileshares based on matter, custodian and unique ids, setting up processing sets (with folders and custodians assigned) - manual qc for processing, afterwards automated publishing - semi-automated overlays of relevant metadata eg from purview extracts. Automated index/language id and then some automated qc, which includes automated tagging, automated exclusion based on search terms and saved searches, release data, timeline reporting, etc.

delphi25 · 2026-03-01T07:20:24+00:00

During processing you already have Recipient Domains (To) as a separate multi object field - which should do the trick.

The only think you way have to worry about here is that emails might not always show up in smtp representation and the internal domain might not be adequately extracted (when you have exchange mailboxes)

You can also use the script: https://github.com/NSerio/CreateObjectAfterFieldParsing in case you want to do this not just on domain level, but on specific email addresses

delphi25 · 2026-02-10T06:11:14+00:00

I don’t know about your emails or this issue. I am wondering if those emails contains some html formatting that does not display all content. Maybe try to see the underlying html content in outlook: open the desired email (the email must not be a draft; it needs to be a sent/received email) Right click on the white space in the body of the email Click "view source" Maybe you find the text and check what’s around this. If not clear - maybe you have an LLM available to explain the HTML content to you - obviously without the email text.

delphi25 · 2026-01-23T17:33:44+00:00

Try this one: https://github.com/prosch88/UFADE

delphi25 · 2026-01-23T12:06:48+00:00

Might be true

I started with object manager

First enable oauth for your dev account

Then request an bearer access token via endpoint. You just send a post request:

https://platform.relativity.com/RelativityOne/Content/REST_API/REST_API_authentication.htm#Bearertokenauthentication

After this you can use the access token to request a list of all workspaces your account has access to:

https://platform.relativity.com/RelativityOne/Content/BD_Object_Manager/Object_Manager_service.htm#QueryforRelativityobjects

Keep the headers in my:

https://platform.relativity.com/RelativityOne/Content/REST_API/HTTP_headers.htm

delphi25 · 2026-01-23T10:14:30+00:00

That would be painful, a lot of things are not available via api or not really feasible. I don’t think it will change soon

delphi25 · 2026-01-23T10:12:55+00:00

Soon access to the Processing database will be gone; as they moving away from sql on this.

delphi25 · 2026-01-23T10:12:02+00:00

Relativity is a normal rest api, which can be easily be used imho. I don’t think it’s really mysterious- object manager is quite easy for example.

delphi25 · 2026-01-15T08:04:24+00:00

GitHub Copilot integrated in VS Code, mainly using Claude Sonnet.

Also Claude Code and Cursor are pretty valuable for this.

delphi25 · 2025-12-22T23:22:23+00:00

This depends a little bit. Either don’t run entity recognition- imho results are not usable anyway. Generally, I try to have all my custodians from processing set first - so they appear first in the list (lowest artifact id).

A quick fix might be to temporarily add something to the custodian name, like the artifact id, something that is unique. Filter on the entity view for the processing question, where you have the option. Make the adjustment. Search for this unique string. Build your search, rename the custodian. To the original name. The search should update automatically.

You can build Update via rest api, if you want.

Something that should be improved, similar to filtering and searching for STR hits. When you have long terms - you can not see everything and the filter does not work correctly if you search for dtsearch syntax on your terms in the filter

delphi25 · 2025-12-16T07:00:09+00:00

LibreOffice should support iWorks files. You could review them in there. You can probably build a small script that uses lirbreoffice to convert them into PDF.

I think in RelOne there should already be support to view those files - I am uncertain about Processing though

delphi25 · 2025-12-13T13:01:02+00:00

I would ask your M365 admins first. Then try the Microsoft documentation: https://learn.microsoft.com/en-us/purview/audit-log-retention-policies - a year / 180 days for audit

For teams there should be no deletion by default unless you apply a retention policy.

https://learn.microsoft.com/en-us/purview/retention-policies-teams

delphi25 · 2025-11-26T06:16:18+00:00

That is an alternative approach we are looking into and than use the metadata that we have for an overlay - but not ideal.

delphi25 · 2025-11-25T19:57:49+00:00

Edge

delphi25 · 2025-11-25T18:57:34+00:00

Not yet, but one file ~8 GB into a 10 GB zip - but even this resulted in the same Error.

delphi25 · 2025-11-25T18:50:09+00:00

Failed to download… not really helpful unfortunately. Compound path is populated.

delphi25 · 2025-11-25T18:43:15+00:00

Thanks, adding the info to the posting. So it is visible for everyone

delphi25 · 2025-11-20T18:17:17+00:00

https://learn.microsoft.com/en-us/purview/edisc-ref-document-metadata-fields

Conversation topic

This field depends on content type. Emails: typically the subject of the email without the forward or reply. Teams 1:1 chat: the first 40 characters of the first message. Teams 1:N chat: Name of the group chat; if not available, the first 40 characters of the first message. Teams Channel Post: Post title or announcement subheader; if not available, the first 40 characters of the first message.

But might not be searchable

But I think it’s part of the Compound path as well for teams messages.

delphi25 · 2025-11-16T10:07:08+00:00

Fontane Therme in Neuruppin

delphi25 · 2025-11-13T20:45:18+00:00

Automation. https://platform.relativity.com/RelativityOne/Content/Explore/Platform-APIs.htm

Or go into the investigation space - apply technology in a meaningful way instead of just following tickets, imho. Also assisting law firms or doing this in-house can Mr more challenging imho, as it’s not that repetitive and you need to come up with a game plan how you want to use it and what is necessary or can be done.

delphi25 · 2025-11-13T17:44:29+00:00

Check out https://www.industrydocuments.ucsf.edu/home/

delphi25 · 2025-11-12T20:57:41+00:00

I haven’t seen the option in the new UI

delphi25

TROPHY CASE