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Create a Dataset with Relativity Plus Connector

After configuring a Relativity OAuth client and creating a Relativity Plus connector, you are ready to create a dataset.

Note

This topic describes how to create and manage a Relativity Plus connector for Relativity v9.7 and newer versions of Relativity.

Note

After creating a dataset with a Relativity Plus connector, you cannot change the dataset’s connector to a legacy Relativity connector.

To create a dataset with a Relativity Plus connector:

  1. In the user dropdown menu, click Administration:

    Administration_Menu.jpg

    The Datasets screen will open.

  2. In the Datasets screen, click the Add Dataset button:

    Add_Dataset.png

    The New Dataset dialog will open.

  3. In the New Dataset dialog, type a dataset name, and then toggle switches in the Dataset Groups pane to add the new dataset to one or more groups:

    Enter_Dataset_Name.png
  4. Click the Create button.

    The Dataset Settings dialog will open.

  5. Click the Choose Connector button:

    Choose_Connector.png

    The Choose Connector dialog will open.

  6. In the Choose Connector dialog, click the appropriate Relativity Plus connector in the list.

    Note

    If you are not logged in to Relativity, you will be prompted to enter your Relativity username and password before you will be able to add the connector. If you are already logged in to Relativity, the Select a Source dialog will open.

  7. In the Select a Source dialog, click the appropriate Relativity Workspace folder, and then click the Save and Proceed button.

    The Relativity Saved Search dialog will open.

  8. To create the dataset using all documents in the Relativity Workspace, click the Proceed button.

    Note

    To create the dataset using a subset of documents, click a Saved Search in the list before clicking the Proceed button. After clicking the Proceed button, the License Checks dialog will open and run a check on your license document limits.

  9. After Brainspace verifies the license document limits, click the Proceed button. The Field Mapping dialog will open.

  10. Unmap the any of default fields, if necessary, map any additional fields, and then click the Continue button.

    The Dataset Settings dialog will refresh.

    Note

    For information about mapping fields, see Field Mapping Categories and Definitions.

  11. Verify the settings, click the Save button, and then click the Build button. The Dataset Build Options dialog will open.

  12. Choose a build option, and then click the Run This Build Type button. The Schedule Build dialog will open.

  13. Click the Build as soon as possible button.

    Note

    If you choose to build the dataset in the future, click the Schedule Build Time field, select a date and time, and then click the Save button. The Datasets screen will refresh and show the Dataset Queue build in progress. While the build is in progress, you can click the View Status button to view the build steps in progress. For information on each step in the build process, see Build Steps.

After the build completes successfully, the new dataset will move from the Dataset Queue to the list of active datasets in the Datasets screen, and you are ready to create work products with it.