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Merge pull request #13 from relativitydev/REL-1052278-alerts-installation-troubleshooting
REL-1052278 & REL-1057262 - Fixed the broken resource file links in the Relativity alerts installation and troubleshooting docs
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docs/relativity_alerts_installation.md

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# Relativity Alerts Application Installation
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![](../resources/relativity_alerts_installation_step.png)
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## Summary
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The Relativity Alerts application is a new application as part of the Relativity Environment Watch suite. Its main functionality is to alert Relativity System Administrators to a variety of Environmental and Application related issues on a Relativity instance within Relativity web interface. It replaces a previous “Legacy Alerts” functionality with a new OTEL based implementation with ELK backend. It allows in real time to notify Relativity System Administrators about issues, redirect them to easily readable dashboards with performance and health information, as well as accompanied by a comprehensive resolution guidelines.
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## Prerequisites
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Requirements for installation of the Relativity Alerts Application:
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• Relativity Server 2024 Patch 1 release.
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• Configure [Elasticsearch, Kibana, and APM server](https://github.com/relativityone/server-environment-watch-releases/blob/main/docs/elasticsearch_setup.md) in an environment.
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• Run the one-time [CLI setup](https://github.com/relativityone/server-environment-watch-releases/blob/main/docs/cli_environmentwatch_setup.md) for Environment Watch.
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• Install [Relativity Environment Watch Agent](https://github.com/relativityone/server-environment-watch-releases/blob/main/docs/environmentwatch_installer.md) in an environment.
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• Configure [Elasticsearch, Kibana, and APM server](https://github.com/relativitydev/server-bundle-release/blob/main/docs/elasticsearch_setup.md) in an environment.
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• Run the one-time [CLI setup](https://github.com/relativitydev/server-bundle-release/blob/main/docs/cli_environmentwatch_setup.md) for Environment Watch.
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• Install [Relativity Environment Watch Agent](https://github.com/relativitydev/server-bundle-release/blob/main/docs/environment_watch_installer.md) in an environment.
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## Permissions
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* To install the application, access it, and receive alerts, the user must be part of the Relativity System Administrators Group.
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2. Navigate to the Application Library tab.
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3. Click Upload Application.
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4. Click Select File.
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5. Navigate to and select your local copy of Relativity Alerts RAP file which was downloaded from the latest [Environment Watch Bundle](https://github.com/relativityone/server-environment-watch-releases/releases), and then click Open.
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5. Navigate to and select your local copy of Relativity Alerts RAP file which was downloaded from the latest [Environment Watch Bundle](https://github.com/relativitydev/server-bundle-release/releases), and then click Open.
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6. Click Save to upload the file to the Application Library.
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![relativity_alerts_installation_001](./resources/relativity_alerts_installation_001.png)
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![relativity_alerts_installation_002](./resources/relativity_alerts_installation_002.png)
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![relativity_alerts_installation_003](./resources/relativity_alerts_installation_003.png)
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![relativity_alerts_installation_004](./resources/relativity_alerts_installation_004.png)
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![relativity_alerts_installation_005](./resources/relativity_alerts_installation_005.png)
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![relativity_alerts_installation_006](./resources/relativity_alerts_installation_006.png)
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![relativity_alerts_installation_001](../resources/relativity_alerts_installation_001.png)
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![relativity_alerts_installation_002](../resources/relativity_alerts_installation_002.png)
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![relativity_alerts_installation_003](../resources/relativity_alerts_installation_003.png)
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![relativity_alerts_installation_004](../resources/relativity_alerts_installation_004.png)
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![relativity_alerts_installation_005](../resources/relativity_alerts_installation_005.png)
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![relativity_alerts_installation_006](../resources/relativity_alerts_installation_006.png)
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A list of common install issues and their resolutions are available at the [troubleshooting guide](relativity_alerts_troubleshooting.md).
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## Verification
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1. Navigate to the Alerts tab, you should see all alerts available in Kibana.
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![relativity_alerts_verification_001](./resources/relativity_alerts_verification_001.png)
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![relativity_alerts_verification_001](../resources/relativity_alerts_verification_001.png)
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2. Navigate to "Logs & Dashboards" tab, you should see all Environment Watch dashboards and saved searches available in Kibana.
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![relativity_alerts_verification_002](./resources/relativity_alerts_verification_002.png)
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![relativity_alerts_verification_002](../resources/relativity_alerts_verification_002.png)
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3. When on "Logs & Dashboards" tab, find "Alerts Overview" dashboard and click the link. A new web browser tab will be created and you should be redirected to "Alerts Overview" dashboard in Kibana. If you have not loged in into Kibana yet, you will be prompted with a Kibana login page. Please login with your Kibana user account with [relativity_dashboard_user](<put a link here>) privileges.
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![relativity_alerts_verification_003_001](./resources/relativity_alerts_verification_003_001.png)
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![relativity_alerts_verification_003_002](./resources/relativity_alerts_verification_003_002.png)
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![relativity_alerts_verification_003_003](./resources/relativity_alerts_verification_003_003.png)
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![relativity_alerts_verification_003_001](../resources/relativity_alerts_verification_003_001.png)
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![relativity_alerts_verification_003_002](../resources/relativity_alerts_verification_003_002.png)
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![relativity_alerts_verification_003_003](../resources/relativity_alerts_verification_003_003.png)
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4. To confirm that the alerting functionality is operational, please do the following:
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* Go to the Agents tab
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* Select "File Deletion Manager" agent and disable it.
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![relativity_alerts_verification_004_001](./resources/relativity_alerts_verification_004_001.png)
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![relativity_alerts_verification_004_001](../resources/relativity_alerts_verification_004_001.png)
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* Within the next 30-60 seconds, the bell icon, in the top-right corner, will indicate that there is a new Alert.
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![relativity_alerts_verification_004_002](./resources/relativity_alerts_verification_004_002.png)
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![relativity_alerts_verification_004_002](../resources/relativity_alerts_verification_004_002.png)
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* Click on the bell icon, and you should be able to see the active 'One or more agents are disabled' alert in the alert flyout.
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![relativity_alerts_verification_004_003](./resources/relativity_alerts_verification_004_003.png)
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![relativity_alerts_verification_004_003](../resources/relativity_alerts_verification_004_003.png)
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* Click on the question mark icon next to the 'One or more agents are disabled' alert, and you will be redirected to the resolution guidance for this alert in a new tab of your web browser.
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![relativity_alerts_verification_004_004](./resources/relativity_alerts_verification_004_004.png)
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![relativity_alerts_verification_004_005](./resources/relativity_alerts_verification_004_005.png)
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![relativity_alerts_verification_004_004](../resources/relativity_alerts_verification_004_004.png)
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![relativity_alerts_verification_004_005](../resources/relativity_alerts_verification_004_005.png)
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* Return to the previous tab in Relativity, then click on the bell icon in the top-right corner. When the alert flyout opens, click on the 'One or more agents are disabled' alert, and you will be redirected to a filtered list of disabled agents in the Agents tab within Relativity.
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![relativity_alerts_verification_004_006](./resources/relativity_alerts_verification_004_006.png)
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![relativity_alerts_verification_004_006](../resources/relativity_alerts_verification_004_006.png)
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* While on Agents tab, please remember to enable the "File Deletion Manager" agent back on.
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docs/relativity_alerts_troubleshooting.md

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### During Installation
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### Issue: "Relativity Alert object data is unavailable or stale because Environment Watch is not currently enabled in this instance. Please see {doc page} for instructions on how to deploy and enable Environment Watch." error is displayed.
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![ew-toggle-disabled-exception.png](/resources/relativity-alerts-troubleshooting-images/ew-toggle-disabled-exception.png)
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### Issue 1: "Relativity Alert object data is unavailable or stale because Environment Watch is not currently enabled in this instance. Please see {doc page} for instructions on how to deploy and enable Environment Watch." error is displayed.
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![ew-toggle-disabled-exception.png](../resources/relativity-alerts-troubleshooting-images/ew-toggle-disabled-exception.png)
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This error occurs for the following reason:
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#### This error occurs for the following reason:
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1. Relativity Server CLI First-Time Setup not executed properly.
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#### Steps to troubleshoot:
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1. Please execute the Relativity Server CLI first time setup again to resolve this issue.
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### Issue: "This operation cannot be completed because an HTTP request to the Elasticsearch server failed. Please try again. If the issue persists, ensure that the Elasticsearch server is accessible and the configuration is correct." error is displayed.
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![elastic-setup-not-started-error.png](/resources/relativity-alerts-troubleshooting-images/elastic-kibana-not-started-error.png)
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### Issue 2: "This operation cannot be completed because an HTTP request to the Elasticsearch server failed. Please try again. If the issue persists, ensure that the Elasticsearch server is accessible and the configuration is correct." error is displayed.
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![elastic-setup-not-started-error.png](../resources/relativity-alerts-troubleshooting-images/elastic-kibana-not-started-error.png)
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This error occurs for the following reasons:
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1. Missing Setup of Elastic/Kibana/APM Servers.
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2. Relativity Server CLI First-Time Setup not executed properly.
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#### This error occurs for the following reasons:
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1. Missing Setup of Elastic/Kibana/APM Servers.
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2. Relativity Server CLI First-Time Setup not executed properly.
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#### Steps to troubleshoot:
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1. Please verify Elastic/Kibana/APM Servers are up and running.
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2. You might need to execute the Relativity Server CLI first time setup again to resolve this issue.
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### After Installation
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### Issue: "Agent information doesn't exist." error is displayed.
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![alert-agent-doesnot-exist1.png](/resources/relativity-alerts-troubleshooting-images/alert-agent-doesnot-exist1.png)
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![alert-agent-doesnot-exist2.png](/resources/relativity-alerts-troubleshooting-images/alert-agent-doesnot-exist2.png)
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### Issue 3: "Agent information doesn't exist." error is displayed.
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![alert-agent-doesnot-exist1.png](../resources/relativity-alerts-troubleshooting-images/alert-agent-doesnot-exist1.png)
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![alert-agent-doesnot-exist2.png](../resources/relativity-alerts-troubleshooting-images/alert-agent-doesnot-exist2.png)
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#### Steps to troubleshoot:
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You might be missing the "Alert Manager" agent. Please follow below steps to verify and create a new agent if needed:
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d. Enter 30 as the Run Interval (in seconds).
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e. Choose an active Agent Server that is assigned to one of the existing Resource Pools.
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f. Click on Save
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![alert-agent-type.png](/resources/relativity-alerts-troubleshooting-images/alert-agent-type.png)
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![testvm-hopper-instance.png](/resources/relativity-alerts-troubleshooting-images/testvm-hopper-instance.png)
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![verifyfields.png](/resources/relativity-alerts-troubleshooting-images/verifyfields.png)
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![alert-agent-type.png](../resources/relativity-alerts-troubleshooting-images/alert-agent-type.png)
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![testvm-hopper-instance.png](../resources/relativity-alerts-troubleshooting-images/testvm-hopper-instance.png)
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![verifyfields.png](../resources/relativity-alerts-troubleshooting-images/verifyfields.png)
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Once these steps are completed, the "Alert Manager" agent should now be active and functioning correctly.
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### Issue: "The Alert Manager agent is unable to retrieve current alert state information from Kibana. Please ensure that the Alert Manager agent is enabled. To see accurate alert state information please navigate to Kibana." error is displayed.
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![alert-agent-disabled1.png](/resources/relativity-alerts-troubleshooting-images/alert-agent-disabled1.png)
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![alert-agent-disabled2.png](/resources/relativity-alerts-troubleshooting-images/alert-agent-disabled2.png)
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### Issue 4: "The Alert Manager agent is unable to retrieve current alert state information from Kibana. Please ensure that the Alert Manager agent is enabled. To see accurate alert state information please navigate to Kibana." error is displayed.
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![alert-agent-disabled1.png](../resources/relativity-alerts-troubleshooting-images/alert-agent-disabled1.png)
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![alert-agent-disabled2.png](../resources/relativity-alerts-troubleshooting-images/alert-agent-disabled2.png)
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#### Steps to troubleshoot:
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Your "Alert Manager" agent might be disabled. Please follow below steps to verify and enable the agent if needed:
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a. Navigate to the Agents tab in Relativity.
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b. Filter the Name field to check 'Alert Manager' agent is present.
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b. Click on 'Alert Manager' agent and click on 'Enable Agent'
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![alert-agent-enabled.png](/resources/relativity-alerts-troubleshooting-images/alert-agent-enabled.png)
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![alert-agent-enabled.png](../resources/relativity-alerts-troubleshooting-images/alert-agent-enabled.png)
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Once these steps are completed, the "Alert Manager" agent should now be Enabled and functioning correctly.
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### Issue: "The Alert Manager agent interval is currently set to more than 15 minutes. If you want alert state information to be retrieved from Kibana more frequently, please update the agent interval." warning is displayed.
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![alert-agent-interval-exceeds1.png](/resources/relativity-alerts-troubleshooting-images/alert-agent-interval-exceeds1.png)
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![alert-agent-interval-exceeds2.png](/resources/relativity-alerts-troubleshooting-images/alert-agent-interval-exceeds2.png)
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### Issue 5: "The Alert Manager agent interval is currently set to more than 15 minutes. If you want alert state information to be retrieved from Kibana more frequently, please update the agent interval." warning is displayed.
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![alert-agent-interval-exceeds1.png](../resources/relativity-alerts-troubleshooting-images/alert-agent-interval-exceeds1.png)
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![alert-agent-interval-exceeds2.png](../resources/relativity-alerts-troubleshooting-images/alert-agent-interval-exceeds2.png)
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#### Steps to troubleshoot:
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Your "Alert Manager" agent might have exceeded the interval. Please follow below steps to verify and to update interval value if needed:
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a. Navigate to the Agents tab in Relativity.
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b. Filter the Name field to check 'Alert Manager' agent is present.
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b. Click on 'Alert Manager' agent and Update Agent interval to a value less then 900 seconds (15 minutes). Recomended value is 30 (default).
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![verify-alert-agent-interval.png](/resources/relativity-alerts-troubleshooting-images/verify-alert-agent-interval.png)
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![verify-alert-agent-interval.png](../resources/relativity-alerts-troubleshooting-images/verify-alert-agent-interval.png)
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### Issue: "Unable to retrieve alert state information from Kibana. Please ensure that Elasticsearch and Kibana are functional." error is displayed.
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![elastic-kibana-down1.png](/resources/relativity-alerts-troubleshooting-images/elastic-kibana-down1.png)
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![elastic-kibana-down2.png](/resources/relativity-alerts-troubleshooting-images/elastic-kibana-down2.png)
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### Issue 6: "Unable to retrieve alert state information from Kibana. Please ensure that Elasticsearch and Kibana are functional." error is displayed.
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![elastic-kibana-down1.png](../resources/relativity-alerts-troubleshooting-images/elastic-kibana-down1.png)
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![elastic-kibana-down2.png](../resources/relativity-alerts-troubleshooting-images/elastic-kibana-down2.png)
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This error occurs for the following reasons:
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1. Missing Setup of Elastic/Kibana/APM Servers.
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2. Relativity Server CLI First-Time Setup not executed properly.
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#### This error occurs for the following reasons:
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1. Missing Setup of Elastic/Kibana/APM Servers.
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2. Relativity Server CLI First-Time Setup not executed properly.
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#### Steps to troubleshoot:
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1. Ensure that the ElasticSearch, Kibana, and APM Servers are up and running. Verify that these services are properly started and accessible.
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2. Re-run the Relativity Server CLI first-time setup. It may be necessary to execute the setup again to resolve any configuration issues or missing components related to the integration.
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### Issue: "The user does not have permission to perform this action." error is displayed.
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![admin-permission-error.png](/resources/relativity-alerts-troubleshooting-images/admin-permission-error.png)
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### Issue 7: "The user does not have permission to perform this action." error is displayed.
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![admin-permission-error.png](../resources/relativity-alerts-troubleshooting-images/admin-permission-error.png)
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This error occurs for the following reason:
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1. User doesn't have System Administrator permissions.
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#### This error occurs for the following reason:
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1. User doesn't have System Administrator permissions.
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#### Steps to troubleshoot:
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1. Please verify that user has the System Administrator permissions to perform the required actions.
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### Issue: "Relativity Alert object data is unavailable or stale because Environment Watch is not currently enabled in this instance. Please see {doc page} for instructions on how to deploy and enable Environment Watch" error is displayed.
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![ew-toggle-disabled-error.png](/resources/relativity-alerts-troubleshooting-images/ew-toggle-disabled-error.png)
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### Issue 8: "Relativity Alert object data is unavailable or stale because Environment Watch is not currently enabled in this instance. Please see {doc page} for instructions on how to deploy and enable Environment Watch" error is displayed.
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![ew-toggle-disabled-error.png](../resources/relativity-alerts-troubleshooting-images/ew-toggle-disabled-error.png)
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This error occurs for the following reason:
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1. Relativity Server CLI First-Time Setup not executed properly.
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#### This error occurs for the following reason:
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1. Relativity Server CLI First-Time Setup not executed properly.
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#### Steps to troubleshoot:
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1. Please execute the Relativity Server CLI first time setup again to resolve this issue.
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