The following section provides a quick guide to getting a Relativity integration set up on a project. For further documentation about the Opus 2 - Relativity integration, please refer to the Overview section.
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To set up an initial connection with Relativity, click on the 'Project settings' option in the main project menu.
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Navigate to the 'Integrations' menu tab.
Click +Add new integration and choose 'Relativity' from the drop-down.
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The initial integration setup dialog will open with the Relativity service selected.
Enter a Name that will be used to identify this specific connection with Relativity (there may be more than one in each project), and an optional Description.
Enter the URL of the relativity instance you are connecting to, for example: https://relativity.example-domain.com
Enter the Client ID and Client secret required to connect to the Relativity instance. This needs to be generated in Relativity prior to a connection with Opus 2 being set up. Once these have been entered the connection can be tested.
Once a connection is working, select a Target folder for all documents that are to be transferred from Relativity. Any document folder within the project can be set as the Target folder except for the 'Inbox' and 'Uploads' folder.
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Click 'Save' to create the connection. The dialog will close and the new Integration will appear on the Integrations page.
Important
The connection is not ready to run. Some further configuration is required.
Click 'edit' to open the Integration configuration dialog. Choose the relevant Workspace and Saved Search from those available in the drop down. These will have been preconfigured in Relativtiy.
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Under the 'metadata' menu option, map any Relativity field to a corresponding field type in Opus 2.
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Under the 'Files' option, choose whether to receive only production images, or original images if no production images are found. Select the production set from which to receive the transfer. In addition, select any native filetypes that should be sent alongside the Relativity generated images.
Click 'Save'. The integration can now run.