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Brainspace

Appendix D: Post-Install Checklist (Relativity®)

We will complete this checklist after installation to ensure Brainspace is ready for use by your team.

Relativity® Checks

(if applicable)

Description

Additional Information

Results

1

Relativity® applications

Verify install

Confirm the Brainspace Addons Application is installed to at least one workspace.

2

Relativity® Connector Set Up

Add database details (URL, ports, password, etc) and Fields

Confirm after setting up connector. Select ALL overlay fields.

3

Dataset

Create Dataset via Ingest Wizard

Apply customer supplied credentials, create the following Field mappings: *DOCID, *Fulltext (bodytext), Date, DateSent, To, From, CC, BCC. Facet To, From, CC, Date and BCC.

(*Minimum required fields)

4

Dataset

Submit Dataset

During submission, tail brainspace.log and info.log to watch for any errors.

5

Sync

Sync Notebook

Confirm functionality via results returned (e.g. has images).

6

Sync

Relativity® Overlay (Test in Relativity®)

Automatic overlay test via executing ‘BD all coding fields’ saved search. Confirm EMT fields populated.

7

Validate

Record Count

# of records and time for build.

8

Sync

Application Library

Push Brainspace application from Test workspace to Relativity® Application Library and unlock (push to library).