TURNKEY DATA MANAGEMENT FOR EDISCOVERY
GJ Dossier
Elevate your Relativity experience! Streamline data management and optimize ROI.
Take Control of Your Data
GJ Dossier is a data management solution that optimizes storage, workflow, and operational efficiency for Relativity users. It allows users to automate four key movement actions — Repository, Cold Storage, Archive, and Delete — based on workspace inactivity parameters set by administrators. This innovative tool enables cost-effective data management and swift data organization, ensuring seamless transitions to RelativityOne for both new and existing users.
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%
of companies moving to cloud environments fail to realize positive ROI, as bloated datasets sitting in expensive cloud storage quickly erodes profitability.
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%
By 2025, over 50% of total IT spending will be allocated to cloud solutions.
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Hours of People Time Saved
0
Automated Archives Completed
"GJ Dossier has significantly alleviated our data management challenges while reducing overhead by $5,000 to $10,000 a month. We have a much better understanding of our active vs. inactive cases, how to manage them, and with further implementation, we expect even more substantial benefits. The automation functions and responsive support have been game-changers for our productivity and cost management."
John Hogan | Director of Litigation Support & Docketing, DLA Piper
"Since implementing GJ Dossier's core technology, we've harnessed its automation to efficiently archive workspaces, restore data, and relocate. This streamlined approach has significantly reduced the time dedicated to managing RelativityOne data, enabling us to reallocate resources towards delivering even greater value to our clients."
NICK COLE | DIRECTOR OF LITIGATION SUPPORT | FOLEY & LARDNER
GJ Dossier Features
SEAMLESS INTEGRATIONS
Easy-to-use interface mirrors day-to-day operations in RelativityOne or Server.
CENTRALIZED ADMINISTRATION
One-stop Administration panel covers clients, matters, and configurations.
CUSTOMIZABLE OVERSIGHT
Fine-tune data management
parameters with global and client-/matter-level settings.
SELECTIVE ACTIVITY TRAINING
Define actions to track inactivity. Refine monitoring through user exclusions.
AUTOPILOT ACTIONS
Automated actions manage workspace data using inactivity metrics.
STRATEGIC ARCHIVING
Archive to preferred storage: local repository, your Azure, or GeorgeJon Azure.
INTELLIGENT MONITORING
Automated monitoring and
notification settings adapt as clients/matters are added.
HASSLE-FREE RESTORATION
Eliminate manual archive transfers with the simple “ARM Restore” feature.
DASHBOARD INSIGHTS
Analyze active vs. inactive
footprint to inform migrations and management strategy.
STRATEGIC PLANNING
“Forecasted Actions” guide future plans and boost ROI by optimizing active data.
ON-DEMAND EXECUTION
Execute every workspace task as needed, from global to detailed.
Where can GJ Dossier store ARM archive data?
Relativity | Physical Storage | Cloud Storage | ||
---|---|---|---|---|
External Devices | Local Network | Your Azure Blob | GJ Azure Blob | |
GJ Dossier: Standard | ||||
GJ Dossier: Enterprise |
RelativityOne | Within Relativity One | Physical Storage | Cloud Storage | ||
---|---|---|---|---|---|
Staging | External Devices | Local Network | Your Azure Blob | GJ Azure Blob | |
GJ Dossier: Standard | Coming in 2025 | ||||
GJ Dossier: Enterprise |
Release Notes
V2024.4.2.0 (Released: 11/22/2024)
Category | Functionality | Details |
---|---|---|
Defect | Agents | Fixed an issue where the Orchestration process could encounter SQL Deadlock errors in environments with extremely high Workspace counts. |
V2024.4.1.15 (Released: 11/18/2024)
Category | Functionality | Details |
---|---|---|
Enhancement | Configuration | When making changes to the enabled or disabled status of GJ Dossier actions, the system now validates previous action dates to ensure actions that were already completed are not erroneously repeated. For example, when enabling the Delete action in an existing configuration, a new ARM archive will not be taken for a given workspace if that workspace has remained inactive since the time the previous Archive was taken. |
Enhancement | Reporting | Improved the logic for forecasting Delete dates for a Workspace which still has an Archive action in progress when its inactivity timeline reaches the configured threshold for a Delete action. |
Defect | ARM Restore | The ARM Restore UI will no longer incorrectly display duplicate listings of ARM Archives found in the selected external storage location. |
Defect | Actions on Demand | Fixed an issue where an Archive Action on Demand would fail in scenarios where Copy to External Storage was disabled. |
Defect | Architecture | The Workspace dedicated to GJ Dossier is now protected from GJ Dossier actions, meaning the application can no longer potentially archive or delete its own Workspace. |
V2024.4.0.19 (Released: 10/15/2024)
Category | Functionality | Details |
---|---|---|
New Feature | Configuration |
GJ Dossier now utilizes a Relativity Workspace for data storage and tracking purposes, which allows for improved performance through standard Relativity database optimization best practices.
**To ensure migration to the Workspace database is completed correctly, please contact help@georgejon.com for assistance upgrading to GJ Dossier v2024.04 or higher** |
New Feature | Reporting | A new set of "Summary Tiles" have been added to the Forecasted Actions report which summarize the number of Workspaces and total file size in your environment for different periods of inactivity (>=30, 90, and 180 days). Clicking on any of these tiles will automatically filter the report to display forecasted actions for workspaces which fall into the selected bucket. |
New Feature | External Storage Configuration | Azure SAS key confirguation for external storage has been converted to an RDO ("GJ Dossier External Storage") to simplify creation and updates of SAS key(s). Once a GJ Dossier External Storage profile is saved, it can then be selected as a drop-down option on the Configuration and Actions on Demand tabs when configuring GJ Dossier actions, rather than having to be input SAS key details manually. |
New Feature | External Storage Configuration | GJ Dossier External Storage profiles will now display the expiration date of the provided Azure SAS key, with an option to notify desired recipients when the key is nearing its expiry date. |
Enhancement | Configuration | New options have been added to the Client and Matter configuration screens to re-inheret configuration from their parent object (back to Client for Matter level and back to Default for Client level). |
Enhancement | Error Handling |
The Error alert modal has been migrated to a tab called "GJ Dossier Errors." Additional error handling options are now available, including:
- Manually retry failed jobs at any time - Modify configured ARM Archive settings before retrying, such as excluding certain features like Analytics or dtSearch indexes - Modify configured options for copying ARM Archive to external storage, such has error handling for file integrity issues |
Enhancement | Configuration | Multiple links on the configuration screen for User and Activity exclusions have been consolidated into a single link called "Exclusions." Functionality is unchanged. |
Enhancement | Reporting | The Forecasted Actions report now displays additional contextual information in the "Notification" column for scenarios where Delete actions are configured to run 0 days after completion of Archive actions. |
Enhancement | Reporting | Exporting reports to CSV will now export the full range of data dispalyed, as well as respect any applied filters. |
Defect | Reporting | Fixed an issue where workspace sizes would incorrectly display as 0 GB in GJ Dossier reports when data was collected on the 1st day of the month. |
V1.11.1.2 (Released: 8/13/2024)
Category | Functionality | Details |
---|---|---|
Enhancement | ARM Restore | Improved load times when retrieving the list of archives stored in external storage using ARM Restore. |
Defect | ARM Restore | Added logic to correct mapped file paths during an ARM Restore to workaround a known defect with the ARM API. |
V1.11.0.1 (Released: 7/15/2024)
Category | Functionality | Details |
---|---|---|
New Feature | Configuration | ARM archive settings can now be customized as desired using the same options available via core Relativity ARM functionality. To customize the ARM settings, click on the blue button to the right of the ARM Location dropdown on the configuration interface. Note for RelativityOne users: Relativity recently added a new ARM configuration option for “Corrupted Analytics Indexes Behavior,” which is not yet included in GJ Dossier and will be added in the next quarterly release. |
New Feature | Actions on Demand | ARM archive settings can now be customized as desired using the same options available via core Relativity ARM functionality. Note for RelativityOne users: Relativity recently added a new ARM configuration option for “Corrupted Analytics Indexes Behavior,” which is not yet included in GJ Dossier and will be added in the next quarterly release. |
New Feature | Reporting | GeorgeJon admins may now reset the inactivity timeline of a Workspace to delay actions from occurring, if desired. This option is available as a new "refresh" icon on the far left of the Forecasted Actions report. Admins will be prompted to confirm the decision when clicking this icon for a given workspace, and providing confirmation will set Inactivity Days for that workspace back to 0. |
New Feature | Configuration | User Exclusions are now configurable at the Client and Matter level, as well as globally. Exclusions can now be configured directly from the Configuration interface without the need to modify a Relativity instance settings value. |
New Feature | Configuration | User Exclusions can now be configured to exclude specific Relativity Groups, in addition to individual users and/or email domains. |
Enhancement | Reporting | The Forecasted Actions tab will now provide additional clarity to the scheduled date of upcoming Delete actions. A message below the Action Date will denote that the date/time displayed is contingent upon a previous Archive action completing (if applicable). In scenarios where an ongoing Archive action takes more than 24 hours, such as in very large workspaces, the forecasted Delete date will continue to refresh each day until the Archive has fully completed. |
Enhancement | Reporting | The Forecasted Actions report no longer has a hard limit of 30 days and will now display the next forecasted action for all monitored workspaces, regardless of how far in the future they may be scheduled. |
Enhancement | Actions on Demand | A Select All checkbox is now available in the workspace picker when selecting target workspaces for Actions on Demand. |
Enhancement | Reporting | The Forecasted Actions report can now be manually refreshed on-demand, in addition to automatically refreshing each evening. |
Enhancement | Configuration | Performance has been improved when searching/filtering the Client and Matter list on the configuration tab. Searching/filtering now behaves similarly to standard Relativity view filtering: type your filter options and then hit Enter to execute. |
Enhancement | Configuration | The Client and Matter list can now be easily filterd by monitoring status using a new drop-down to the right of the search bar. |
Defect | Reporting | The "Last Activity Date" and "Inactivity Days" columns in various reports will now accurately reflect the last date and time the Workspace had user activity, regardless of whether any previous GJ Dossier actions had been completed since that point. |
Defect | Reporting | Sorting on the “Inactivity Days” column on the Historical Actions report will now correctly display sorted results rather than clearing the report. |
V1.10.0.61 (Released: 5/13/2024)
Category | Functionality | Details |
---|---|---|
New Feature | Reporting | Added "Historical Actions," which displays full audit history of all GJ Dossier actions executed by both automation and Actions on Demand. History will only populate for actions completed following the installation of v1.10.0.61. |
New Feature | Reporting | Added "Processes Running" tab, which displays all GJ Dossier actions that are actively in progress. Note that this tab will typically only display Archive actions due to the fact that Repository, Cold Storage, and Delete complete very quickly. |
Enhancement | Actions on Demand | Individual Workspace(s) included in each Action on Demand job may now be viewed in the Actions on Demand list by clicking on the value in the Workspaces column for each job. |
Enhancement | Actions on Demand | The Actions on Demand job history is now available to Client Domain admins and will only display jobs associated with the appropriate Client Domain. |
V1.9.0.89 (Released: 4/29/2024)
Category | Functionality | Details |
---|---|---|
New Feature | Reporting | Added Forecasted Actions, which displays all actions scheduled to execute in the next 30 days, both via Monitoring (automation) or Actions On Demand. |
Enhancement | Reporting | Improved accessibility on the Dashboard, with distinctive colors and icons for each for the various actions shown. |
Enhancement | Reporting | Added information hovers for each widget on the Dashboard to provide additional context about the data being displayed. |
Enhancement | Reporting | Dashboard data can now be manually refreshed on demand (default refresh is every 24 hours). |
Enhancement | Delete | Added logic to warn users that a Delete action may not be scheduled less than 30 days after a Cold Storage action in RelativityOne. |
Enhancement | Reporting | Updated the logic by which total data size for each Action type is presented on the Dashboard to ensure consistency with how Relativity calculates them. Please refer to the GJ Dossier User Guide for additional details. |
Defect | Archive | GJ Dossier will no longer remove a Workspace from Cold Storage before executing an Archive action in RelativityOne. |
Defect | Licensing | GJ Dossier will no longer incorrectly state that a license key is invalid after it has been successfully applied. |
V1.8.0.46 (Released: 2/13/2024)
Category | Functionality | Details |
---|---|---|
New Feature | Arm Restore | Added ARM Restore tab, which enables automatic retrieval of ARM archives from external storage and restoration back into Relativity. |
New Feature | Actions on Demand | Added the Status column from Relativity's Workspace object to the list of filterable columns displayed in the Workspace picker for Actions On Demand. |
Enhancement | Configuration | Improved load time of the Configuration tab. |
V1.7.0.158 (Released: 11/7/2023)
Category | Functionality | Details |
---|---|---|
Enhancement | Notifications | Updated all action scheduling to be solely based on Last Activity Date rather than Last Activity Date & Time. This avoids scenarios where Upcoming Action email notifications can misrepresent the number of days remaining before the action executes due to being near the end of the 24-hour day. |
Performance | Configuration | Significantly improved load times on the Configuration tab when the environment has a large number of Clients and Matters. |
Defect | Notifications | Improved the logic of Upcoming Action email notifications for Workspaces that have already been inactive for a period of time when GJ Dossier is initially installed. |
Defect | Delete | GJ Dossier will no longer complete a scheduled Delete action for a given Workspace if a previously scheduled Archive action fails. |
Features: Standard vs Enterprise
Features | Standard | Enterprise |
---|---|---|
View & Manage Case Data | ||
Automate Move Actions | ||
Use Your Own Enterprise Storage | ||
Use GeorgeJon's Azure Storage | ||
Advanced Security (SOC2) | ||
Fully Managed by GeorgeJon |
Where can GJ Dossier store ARM archive data?
Relativity | Physical Storage | Cloud Storage | ||
---|---|---|---|---|
External Devices | Local Network | Your Azure Blob | GJ Azure Blob | |
GJ Dossier: Standard | ||||
GJ Dossier: Enterprise |
RelativityOne | Within Relativity One | Physical Storage | Cloud Storage | ||
---|---|---|---|---|---|
Staging | External Devices | Local Network | Your Azure Blob | GJ Azure Blob | |
GJ Dossier: Standard | Coming in 2025 | ||||
GJ Dossier: Enterprise |