Purview Sync (Advanced Access)

Purview Sync is an easy-to-use application for collecting your custodian’s Microsoft 365 data: Outlook, Teams, Copilot, OneDrive and SharePoint directly from your Microsoft Purview Premium to RelativityOne. Once transferred, RelativityOne converts Teams and Copilot data into Relativity Short Message Format (RSMF), automatically overlay metadata load files, process the data, create custodians, and prepare it for review. For more information on RelativityOne converting Teams and Copilot data, see Data transformation (Advanced Access).

To use Purview Sync, you will need to register an application with Microsoft Purview eDiscovery (Premium), update Azure permissions, and connect RelativityOne to Microsoft Purview eDiscovery. For more information, see Register Purview Sync with Azure (Advanced Access).

For more information on the Microsoft Purview, see Microsoft's documentation for Microsoft Purview compliance portal.

Table of Contents (Advanced Access)

Use this table of contents to navigation Purview Sync during the Advanced Access phase.

Prerequisites

Before you get started, you will need the following access in Microsoft 365:

  • Access to Entra ID by creating and updating Application registrations. For more information, see Registering Purview Sync with Microsoft.
  • A Microsoft 365 account with access to Purview eDiscovery Premium. Either eDiscovery Manager or eDiscovery Administrator. For more information, see Configure Purview Sync.
  • You must install the Processing application into your workspace. Processing is an integral part of a standard Purview Sync workflow.
    • In your processing profile, you must set the Auto-publish set field toggle to True.
  • For the metadata overlay purposes, you need to have Fields added to your workspace that would match column headers from the Microsoft loadfile. Check Automatic overlay and using Microsoft fields for details.

Licensing requirements

To use Purview Sync, your organization must have an Office 365 E5 subscription for your custodians, or related E5 add-on subscription. If you only have E3 licenses, the you are only able to use Purview eDiscovery Standard. which does not currently work with the Purview Sync application.

  • Microsoft 365 E5
  • Office 365 E5
  • Microsoft 365 Education A5
  • Office 365 Education A5
  • Microsoft 365 F5 Compliance add on or F5 Security and Compliance add on
  • Microsoft 365 G5
  • Microsoft 365 G5 with G5 eDiscovery and Audit add on
  • Microsoft 365 E3 with E5 Compliance add on
  • Microsoft 365 E3 with E5 eDiscovery and Audit add on

Permissions

To complete the entire Purview Sync workflow, you will need the following permissions in RelativityOne.

Tab Visibility Other Settings

Purview Sync

  • Import
  • Configuration
 Allow Purview Sync

Considerations

Before using Purview Sync, consider the following:

  • We recommend using classic eDiscovery experience in Microsoft Purview rather than eDiscovery (preview), which is now being rolled out by Microsoft.
  • Ensure pop-us are not blocked in your browser as this would prevent MSAL (Microsoft Authentication Library) modal from appearing. If pop ups are blocked, you will not be able to authorize with Microsoft.
  • If you experience MSAL modal not appearing or appearing only for a short time while attempting to log in to start import of data in Purview Sync, clear your site data (if you use Chrome, choose Delete browsing data) and then log out of Relativity and log in again.

Choosing to use Purview Sync or Collect

Purview Sync is a more sophisticated search capability than the MS Graph API. If you want to limit your search results, you should use Purview Sync. For broader searches and imports using general date range or file types, you can use Collect.

You must have an E5 license to collect Teams data and email archives using Collect. For more information, see Collect. You need an E5 license for Advanced Discovery in Purview. For more information, see Importing data (Advanced Access).