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System Requirements
Version 8.2 | February 23, 2015
For the most recent version of this document, visit our documentation website.
Table of Contents
1 System requirements
3
2 Scalable infrastructure example
3
3 Software requirements
4
3.1 System (servers or virtual machines)
4
3.2 Workstations (end-user PC)
5
3.3 Relativity Desktop Client
6
4 Hardware requirements (25-50 named users)
6
5 Hardware requirements (100 or more named users)
7
6 Infrastructure configuration
8
6.1 Guides for infrastructure management
7 Scalability
7.1 Tier level definitions
8 Recommended configurations for new deployments
9
9
9
10
8.1 Virtual machines
10
8.2 SQL servers
11
8.3 Storage
11
9 Obtaining applications for native imaging and processing
12
9.1 Licensing Microsoft products
13
10 Relativity compatibility matrix
13
10.1 Relativity system requirements matrix
13
10.2 Analytics release matrix
14
10.3 Invariant release matrix
15
Relativity | System Requirements - 2
1 System requirements
These system requirements contain detailed information about the software and hardware you use
to host Relativity in your environment and in the cloud. Alternatively, you can deploy the Relativity
appliance as an out-of-the-box Relativity solution.
These requirements also provide various recommendations for configuring a new deployment of
Relativity, as well as scaling your environment as the number of users and the amount of data
continue to grow.
2 Scalable infrastructure example
Relativity is designed with a scalable infrastructure that you can tailor to the requirements of your
environment. It is developed on the .NET framework with a Microsoft SQL Server back-end. As
illustrated in the following diagram, all areas of the platform are scalable providing support for any
hardware vendor, hypervisor, and storage protocol.
Relativity | System Requirements - 3
3 Software requirements
Relativity has specific software requirements for servers or virtual machines, user workstations, and
the Relativity Desktop Client. The requirements for servers differ by the role assigned to them in
your system configuration.
Note: Make sure that you install the latest service packs for Windows, .NET, and SQL Server on your
machines.
3.1 System (servers or virtual machines)
The general software requirements for servers and virtual machines include Microsoft Windows
Server and .NET technologies. Microsoft Office and other applications are required for Native
Imaging and Processing servers. See Obtaining applications for native imaging and processing on
page 12.
Note: For the File (Document) role, the type of storage system used will determine if you need to install the
Windows operating system.
The following table provides software requirements by server role.
Server Role
Agent (Background Processes and dtSearch)
Software Requirements
n
n
n
Windows Server 2012,Windows Server 2012 R2,
or Windows Server 2008 R2
.NET Version 4.5
.NET Version 3.5 for installation on agent
server.
Analytics (Search)
n
Windows Server 2012, Windows Server 2012
R2, or Windows Server 2008 R2
File (Document)
n
NAS (NFS or CIFS), DAS, or SAN
n
Windows Server 2012, Windows Server 2012
R2, or Windows Server 2008 R2
.NET Version 4.5
.NET Version 3.5
SQL Server 2012 or SQL Server 2008 R2
SQL (Workspace Databases and Native Imaging/Processing)
n
n
n
Web (Application)
n
Windows Server 2012, Windows Server 2012 R2
or Windows Server 2008 R2
.NET Version 4.5
.NET Version 3.5
IIS 7.5 or IIS 8.5
IIS 6 Metabase Compatibility
n
Windows Server 2012, Windows Server 2012
n
n
n
n
Worker (Native Imaging/Processing)
Relativity | System Requirements - 4
Server Role
Software Requirements
n
n
n
n
n
n
n
n
n
n
R2, or Windows Server 2008 R2
.NET Version 3.5
.NET Version 4.5
Desktop Experience (Windows Server feature)
Microsoft Office 2010 Professional SP2 (32-bit) this includes OneNote and Publisher, which are
also required applications
Microsoft Visio 2010 Professional or Standard
SP2 (32-bit)
Microsoft Project 2010 Professional or Standard SP2 (32-bit)
Lotus Notes v8.5.2 with Fix Pack 4 or Lotus
Notes v8.5.3 with Fix Pack 6
Adobe Reader - we don't require a specific version
SolidWorks eDrawings Viewer 2013 (32-bit) with
the option to view 3D XML and PRO/E files
JungUm Global Viewer v9.0 or higher
Note: Worker servers performing document conversion
only (not processing or native imaging) only require
Windows Server 2012/2012 R2/2008 R2, .NET Version
3.5, .NET Version 4.5, and Desktop Experience.
3.2 Workstations (end-user PC)
In Relativity, end users perform their reviews on workstations, which must be configured with
supported versions of the Microsoft Windows operating system and Internet Explorer.
Software
Browsers
Versions
n
n
n
n
Operating Systems
n
n
n
n
n
n
Relativity | System Requirements - 5
Microsoft Internet Explorer 11.x (32-bit) (Supported by Relativity 8.1 and later)
Microsoft Internet Explorer 10.x (32-bit) (Supported by Relativity 7.5.630.50 and later)
Microsoft Internet Explorer 9.x (32-bit)
Microsoft Internet Explorer 8.x (32-bit)
Windows 8 Desktop Mode (PC)
Windows 8 Pro Desktop Mode (Surface Pro)
Windows 7
Windows Vista
Windows XP
Windows Server 2012, Windows Server 2012
R2, or Windows Server 2008 R2
Software
.NET
Versions
n
n
4.5
4.0
Note: Relativity 8.1 supports Internet Explorer 10 and 11 with Compatibility View. See the Workstation
Configuration Guide for more information.
If you're using Internet Explorer 10 with Windows 7, you may encounter certain JavaScript errors. See the
Workstation Configuration guide for more information.
You can't use Inventory (in Processing), or the Workspace Security, Admin Security, and Item Security
dialogs in IE 8. These features can be used in IE 9, 10, and 11.
3.3 Relativity Desktop Client
The Relativity Desktop Client (RDC) is a utility used for importing and exporting documents, images,
natives, and productions. This utility requires the following software:
n
n
Microsoft .NET 4.5 (Full Framework)
Microsoft Visual C++ 2005 SP1 Redistributable x86 or x64
Note: Visual C++ 2005 SP1 Redistributable x86 is supported on 32-bit and 64-bit OS, but x64 is supported on
64-bit OS only.
4 Hardware requirements (25-50 named users)
kCura supports the installation of all Relativity components on a single device for 25-50 named user
agreements. We also require that a hypervisor is installed to this device so each Relativity role has
its own virtual machine.
Hardware
Memory
Processor
Storage
Minimum Requirements
128GB RAM
32 logical cores (2GHz)
n
n
This server can be attached to a storage device
(SAN, DAS, NAS).
See Storage on page 11.
The following table provides information on hardware requirements for each virtual machine role.
Virtual Machine Role
Web
Agent
Analytics
Worker
Relativity | System Requirements - 6
Quantity
1
2
1
1
Memory (GB)
8
4
16
16
vCPU
4
4
4
8
Virtual Machine Role
SQL (Relativity)
SQL (Processing/Native Imaging)
Quantity
1
1
Memory (GB)
64
16
vCPU
8
4
5 Hardware requirements (100 or more named users)
Relativity installations must use the required hardware to ensure high platform performance based
on the number of users, workspaces, and other considerations.
The following table lists the minimum hardware requirements for a Relativity installation.
Note: Depending on the type of file storage system, the File server role may not require a physical server or
VM.
Server Role
Agent (Background Processes)
Minimum Hardware Requirements
n
n
n
n
Agent (dtSearch)
n
n
n
n
Analytics (Search)
n
n
n
n
File (Document)
Processor: 4 cores (2GHz)
Memory: 4GB RAM
Network: Gigabit Ethernet
Storage: See Storage on page 11.
Processor: 4 cores (2GHz)
Memory: 4GB RAM
Network: Gigabit Ethernet
Storage: See Storage on page 11.
Processor: 4 cores (2GHz)
Memory: 32GB RAM
Network: Gigabit Ethernet
Storage: See Storage on page 11.
Processor: 4 cores (2GHz)
Memory: 4GB RAM
n Network: Gigabit Ethernet
n Storage: See Storage on page 11.
Relativity requires an active SMTP server on your network. It interfaces with this server to send notifications and monthly billing statistics. The hardware
requirements for this role are minimal. You can leverage an existing SMTP server in the network or merge
this server with the agent server role.
n
n
SMTP (Notification)
SQL (Native Imaging/Processing)
n
n
n
n
Processor: 4 cores (2GHz)*
Memory: 16GB RAM
Network: 4 Gbps to storage
Storage: See Storage on page 11.
Note: Based on a hard cap placed by kCura, each
Worker server is allowed to spawn 16 threads. Each
Relativity | System Requirements - 7
Server Role
Minimum Hardware Requirements
processor core and 2GB RAM will create two threads.
Therefore, we suggest allocating 8 logical cores and
16GB RAM to each Worker server for the most
throughput.
SQL (Workspace Databases)
n
n
n
n
Web (Application)
n
n
n
n
Worker (Native Imaging/Processing)
n
n
n
n
Processor: 8 cores (2GHz)
Memory: 64GB RAM
Network: 4 Gbps to storage
Storage: See Storage on page 11.
Processor: 4 cores (2GHz)
Memory: 4GB RAM
Network: Gigabit Ethernet
Storage: See Storage on page 11.
Processor: 4 cores (2GHz)
Memory: 8GB RAM
Network: Gigabit Ethernet
Storage: See Storage on page 11.
* Relativity processing creates up to 16 worker threads on a given worker machine with 8 cores and
16GB RAM.
6 Infrastructure configuration
Relativity supports the following technologies as part of its infrastructure configuration:
n
Virtualization
We suggest virtualizing all Relativity roles with the exception of SQL (workspace databases). Any hypervisor is supported.
Note: Virtualizing SQL may simplify meeting HA and DR requirements. However, it can introduce additional
layers of complexity when properly configuring and troubleshooting performance and stability related issues.
We're not opposed to virtualizing SQL (native imaging/processing). This server demands less hardware
resources, and any performance issues would impact only these Relativity features.
n
n
n
High Availability (HA)
Relativity supports SQL Server Failover and File Server Clustering along with available hypervisor solutions.
Disaster Recovery (DR)
Relativity supports Microsoft SQL Server mirroring, log shipping, and SAN replication technologies.
These approaches typically require manual failover and increased downtime.
Web Server Load Balancing
Relativity supports only single affinity in Windows Network Load Balancing (NLB). The Relativity User
Load Balancer (RULB) provides the ability to distribute the user load evenly.
Relativity | System Requirements - 8
n
n
Perimeter Networking (DMZ)
Relativity requires certain ports to remain open for proper server communication. See the Relativity
Infrastructure Ports Diagram for details.
NIC Teaming and Multipath I/O
Relativity supports the aggregation of network or storage connections for performance and redundancy.
6.1 Guides for infrastructure management
Review the following guides to become familiar with best practices for managing the Relativity
infrastructure:
n
n
n
Pre-Installation Guide
Environment Optimization Guide
Solutions for Very Large Workspaces
Infrastructure
Workflow
Infrastructure Planning Recommendations
Performance metrics and recommendations
o
o
n
n
7 Scalability
You can scale Relativity installations to handle the performance, storage, and other environmental
factors necessary to support the addition of new users, continual growth of data, and increased
demands for searching capabilities.
7.1 Tier level definitions
kCura has identified tier levels that support varying numbers of users and sizes of active data. You
can use these tier level definitions to determine the cores, RAM, and other equipment required to
support the rapid growth of your Relativity installation. Key terms used in the following table
include:
n
n
n
n
n
Enabled User Accounts – amount of enabled Relativity User accounts.
Simultaneous Users - average amount of simultaneous users logged into Relativity.
Active SQL Data (TB) - total amount of disk space consumed by SQL databases (mdf) and full text (ndf)
indexes.
Active Record Count (MM) – total amount of records (documents) included across all active Relativity
workspaces.
Active File Size (TB) - total amount of disk space consumed by native and image files.
This table identifies the combination of users, data, and file sizes associated with each tier.
Relativity | System Requirements - 9
Enabled User Accounts
Simultaneous Users
Active SQL Data (TB)
Active Record Count (MM)
Active File Size (TB)
Tier 1
Tier 2
Tier 3
Entry Level
Environment
< 300
< 100
<1
< 20
<5
Mid-Level
Environment
300 - 1000
100 - 500
1 - 10
20 - 100
5 - 30
Large Scale
Environment
1000+
500+
10+
100+
30+
The equipment used to support environments at each tier is described in the following table.
Total Cores for NonSQL
Total Memory (GB) for
Non-SQL
Total Cores for SQL
Server
Total Memory (GB) for
SQL Server
Total SQL Storage I/O
(Gbps)
SQL Tempdb Storage
Tier 1
Tier 2
Tier 3
Entry Level
Environment
< 32
Mid-Level
Environment
32 - 96
Large Scale
Environment
96+
< 64
64 - 256
256+
< 16
16 - 96
96+
< 128
128 - 1024
1024+
4-8
8+
SQL Server Fast Track
(http://www.microsoft.com/fasttrack)
SSD or PCIe flash
Separate spindles SSD or PCIe flash
Note: Microsoft SQL Server Fast Track combines preconfigured servers, storage, and networking with SQL
Server 2008 R2 Enterprise for a scalable enterprise data warehouse platform. You can choose industrystandard hardware from Dell, HP, Cisco, IBM, EMC, and other leading vendors.
8 Recommended configurations for new deployments
Contact kCura Client Services for assistance with designing your Relativity infrastructure.
8.1 Virtual machines
While Relativity supports the use of virtual machines, differing configurations are recommended
depending on the tier level of your environment. This table lists the recommendations for
environments at Tier 1.
Relativity | System Requirements - 10
Tier 1
Entry Level Environment
Web
Agent
Analytics
Worker
Quantity
Memory (GB)
vCPU
2
2
1
1
8
4
32
16
4
4
4
8
For Tier 2 environments, additional virtual machines are recommended as well as increased RAM
and vCPUs as illustrated in the following table.
Tier 2
Mid-Level Environment
Web
Agent
Analytics
Worker
Quantity
Memory (GB)
vCPU
4
4
1
4
8
8
64
16
4
8
8
8
8.2 SQL servers
The number of SQL Servers is influenced by HA and DR requirements as described in Infrastructure
configuration on page 8. You can distribute Relativity workspace databases across multiple SQL
instances.
The recommendations for Tier 1 environments are listed in the following table.
Tier 1
Entry Level Environment
SQL (Workspace Databases)
SQL (Native Imaging/Processing)
Quantity
Memory (GB)
CPU
1
1
64
16
8
4
For workspace databases, the number of SQL Servers as well as RAM and CPU is increased for Tier 2
environments. For native imaging and processing, the SQL Server requirements are the same for
both Tier 1 and Tier 2 environments.
Tier 2
Mid-Level Environment
SQL (Workspace Databases)
SQL (Native Imaging/Processing)
Quantity
Memory (GB)
CPU
2
1
256
16
16
4
8.3 Storage
For each type of data, the amount of recommended space depends on the number of records
imported, as well as the type and length of the expected reviews. Each server or VM needs space
for the OS, page file and less than 1GB for Relativity installation files. For the Relativity Processing
SQL Server, all the same SQL data is required with the exception of SQL Full Text Indexes.
Relativity | System Requirements - 11
Throughput, especially when multiple SQL Servers are virtualized on a single host, should be put
through a regiment of rigorous random and sequential read/write IO testing before installation of
Relativity is completed.
Recommended space by data type:
Data Type
SQL Databases
SQL Full Text Indexes
SQL Database Logs
SQL Tempdb
SQL Backups
dtSearch Indexes
Analytics Indexes
Files (Natives/Images)
Worker (Native
Imaging/Processing)
25-50 Named
100+ Named
Disk I/O
Example RAID
Users
Users
Type
500 GB
750 GB
High
5 | 5+0 | 1+0
The databases can live across multiple storage volumes and SQL instances.
150 GB
250 GB
Moderate
5 | 5+0 | 1+0
Index size depends on the number of fields and records indexed.
150 GB
250 GB
High
1 | 1+0
Transaction log backups or a simple recovery models keep these values
small.
80 GB
80 GB
High
1 | 1+0
kCura recommends eight 10GB Tempdb data files for new deployments.
500 GB
1000 GB
Low
5 | 5+0 | 1+0
kCura recommends having a backup strategy. This volume is not required.
Larger data sizes may require higher I/O throughput.
150 GB
250 GB
Moderate
5 | 5+0 | 1+0
The dtSearch index share is typically stored in the same location as the files.
150 GB
250 GB
High
5 | 5+0 | 1+0
The Analytics index volume is mounted to the Analytics virtual machine with
speed and connectivity similar to that of SQL Server.
1500 GB
3000 GB
Low
5 | 5+0
The files may not require a Windows installation depending on the storage.
Multiple Processing Workers online will require more file storage I/O.
Native Imaging
Processing
100 GB
250 GB
High
1 | 1+0
This is the Windows temp directory used by native applications during imaging and processing. This temp location never exceeds 250GB for each
Worker server.
9 Obtaining applications for native imaging and
processing
On the Relativity Native Imaging/Processing worker, you must install additional software to support
imaging/processing. This section includes the software that requires licensing or downloading
software that is free:
Relativity | System Requirements - 12
n
n
n
n
n
Microsoft Office Professional 2010 - this includes OneNote and Publisher, which are also required applications.
Microsoft Visio Professional or Standard 2010
Microsoft Project Professional or Standard 2010
Note: For the Microsoft products listed above, the 32-bit version is required for installation. See Software
requirements on page 4.
Lotus Notes v8.0 or higher http://www-01.ibm.com/software/lotus/products/notes/
Note: For Lotus Notes v8.0, Domino servers are not required. You can install Lotus Notes Express Edition with
the Notes Client component.
n
n
- we don't require a specific version
SolidWorks eDrawings 2012, 2013, or 2014 (32-bit or 64-bit) (with the option to view 3D XML and PRO/E
files).
eDrawings 2014 is recommended. To download, go to the following site and select 2014 from the
Select Version drop-down under Downloads: http://www.solidworks.com/sw/support/downloads.htm.
JungUm Global Viewer v9.0 or higher https://www.jungum.com/ReNew/En/Download/EtcDownload.html
o
n
9.1 Licensing Microsoft products
Relativity requires Microsoft Windows and Microsoft SQL Server, both of which you need to license
through Microsoft or one of their resellers. If using Relativity Processing or Native Imaging, you also
need to license Microsoft Office, Visio, and Project through Microsoft or one of their resellers.
If Relativity is hosted for external customers, you may need to license Microsoft products through
Microsoft’s SPLA (Service Provider License Agreement). You can find more information about
Microsoft’s SPLA program on Microsoft’s Hosting site.
kCura recommends contacting Microsoft, or one of their resellers, for guidance on the licensing
options available.
10 Relativity compatibility matrix
10.1 Relativity system requirements matrix
The following table breaks down the supported operating systems, framework, IIS versions,
browsers, and versions of SQL Server per Relativity version.
Software
Operating systems - workspace
Windows XP
Relativity | System Requirements - 13
8.1
8.2
√
√
Software
Windows 2008 (64-bit)
Windows 8 Desktop Pro (PC)
Windows 8 Pro Desktop mode (Surface Pro)
Windows 7
Operating systems - servers
Windows Server 2008 R2 (64-bit)
Windows Server 2012
8.1
8.2
√
√
√
√
√
√
√
√
√
√
√
√
√
√
√
√
√
√
√
√
√
√
√*
√
√
√
√*
√
√
√
√
√
√
√
Windows Server 2012 R2
Framework
Microsoft .NET Version 3.5 w Service Pack 1
Microsoft .NET Version 4.5
IIS versions
IIS 7.5
IIS 8.0
IIS 8.5
Browsers
IE 8 (32-bit)
IE 9 (32-bit)
IE 10 (32-bit)
IE 11 (32-bit)
SQL versions
SQL Server 2008 R2 (64-bit), Standard or Enterprise
SQL Server 2012
* IE 8 doesn't support Inventory (in Processing) or the Workspace Security, Admin Security, and Item
Security dialogs. However, IE 9, 10, and 11 support these features.
10.2 Analytics release matrix
View Analytics release history for Relativity 8.2
The following table lists the version of CAAT released with each Relativity 8.2 release.
Relativity 8.2 release CAAT release
8.2.320.2
3.15.3
8.2.231.1
3.15.2
Relativity | System Requirements - 14
Release date
August 27, 2014
May 30, 2014
10.3 Invariant release matrix
View Invariant release history for Relativity 8.2
The following table lists the version of Invariant released with each Relativity 8.2 release.
Relativity 8.2 release
8.2.461.3
8.2.438.2
8.2.398.4
8.2.392.2
8.2.340.4
8.2.320.2
8.2.287.4
8.2.259.2
8.2.231.1
Invariant release
3.3.462.10
3.3.438.2
3.3.398.3
3.3.378.2
3.3.342.5
3.3.308.3
3.3.287.1
3.3.245.1
3.3.231.2
Relativity | System Requirements - 15
Release date
January 28, 2015
December 24, 2014
November 26, 2014
October 29, 2014
September 24, 2014
August 27, 2014
July 30, 2014
June 25, 2014
May 30, 2014
Proprietary Rights
This documentation (“Documentation”) and the software to which it relates (“Software”) belongs
to kCura Corporation and/or kCura’s third party software vendors. kCura grants written license
agreements which contain restrictions. All parties accessing the Documentation or Software must:
respect proprietary rights of kCura and third parties; comply with your organization’s license
agreement, including but not limited to license restrictions on use, copying, modifications, reverse
engineering, and derivative products; and refrain from any misuse or misappropriation of this
Documentation or Software in whole or in part. The Software and Documentation is protected by
the Copyright Act of 1976, as amended, and the Software code is protected by the Illinois Trade
Secrets Act. Violations can involve substantial civil liabilities, exemplary damages, and criminal
penalties, including fines and possible imprisonment.
©2015. kCura Corporation. All rights reserved. Relativity® and kCura® are registered trademarks
of kCura Corporation.
Relativity | System Requirements - 16