Automate - Configure Relativity Service

Owned by Ryan Best (Unlicensed)
Nov 07, 2023
3 min read

 

The material in this document is for informational purposes only. This guide assumes that the most recent version of Rampiva Automate is in use unless otherwise noted in the prerequisites. The products it describes are subject to change without prior notice, due to the manufacturer’s continuous development program. Rampiva makes no representations or warranties with respect to this document or with respect to the products described herein. Rampiva shall not be liable for any damages, losses, costs or expenses, direct, indirect or incidental, consequential or special, arising out of, or related to the use of this material or the products described herein.

Introduction

This document outlines the steps required to connect Rampiva Automate to a Relativity instance. Adding a Relativity instance allows for additional functionality to retrieve workspaces and other Relativity information when executing workflows.

Prerequisites 

  • Rampiva Premium or Corporate Edition

  • Relativity administrative credentials

Instructions

A. Add Relativity Service

1

In Rampiva Automate navigate to the Third-Party Services option under Settings.

 

2

Click Add + Relativity Service

3

Provide a name and optional description for the Relativity Service

Typically named for the Relativity Cluster or Instance name.

4

Select the Authentication to be used

Username/Password is the default setting. When using OAUTH2Client, a Relativity User Service must also be configured. See Rampiva KB Article to configure a Relativity User Service

5

Provide the Relativity Hostname value for the Relativity Service

6

Select the Endpoint type by selecting either HTTP or HTTPS

7

Select the REST version to use by selecting either RSAPI (Legacy), REST (v1 Latest), or REST (Server 2021)

8

Specify the Import thread information: Import Threads, Import Thread Timeout, Import Thread Retries, Metadata Threads.

9

Select the Custom Client Version if applicable.

 

10

Click Save to add the Relativity Service.

 

B. Authenticate with the Relativity Server

1

Select the Relativity Service under Settings > Third-Party Services.

2

Select the pull-down from the Relativity Service card.

3

Select Relativity User Sign In.

4

Enter the Relativity credentials for the Relativity Service connection.

 

5

Click Sign In to complete the authentication.