Creating a collection data source

Set up workspace data sources before beginning collections. Data sources are stores of information from which you collect data. These data sources have parameters that you can set during the creation of a collection job.

This page contains the following information:

Creating a collect data source

The Collection Admin tab is where you create, edit, and remove data sources from your workspace. Setup only needs to be done once for each data source. You must create your data sources prior to setting up your custodian targets. For more information, see Custodian targets.

When creating data sources, you can select different types of data sources for obtaining files. These types include Google Workspace, Microsoft 365 (Outlook and OneDrive), Slack, and X1.

It is possible to collect data placed on a preservation hold through Relativity Legal Hold. For more information on preserving Microsoft 365 data using Legal Hold, see Preservation hold settings.

Use the following procedure to create a new Collect source instance:

On the Collect Admin page,

  1. Click the New Collection Source Instance button.
  2. Enter in a unique name for the data source.
  3. Select the type of data source:
    • Bloomberg Chat - select to collect data from Bloomberg Chat. For more information, see Bloomberg Chat.
    • Bloomberg Email - select to collect data from Bloomberg Email. For more information, see Bloomberg Email.
    • Google Workspace Chat- select to collect data from Google Chat. For more information, see Google Workspace Chat.
    • Google Workspace Drive - select to collect data from a Google Drive. For more information, see Google Workspace Drive.
    • Google Workspace Gmail - select to collect data from Google Gmail. For more information, see Google Workspace Gmail.
    • Google Workspace Groups - select to collect data from Google Groups. For more information, see Google Workspace Groups.
    • Microsoft 365 Archived Mailbox - select to collect data from a Microsoft 365 archive mailbox. For more information, see Microsoft 365 Archived Mailbox.
    • Microsoft 365 OneDrive - select to collect data from OneDrive accounts. For more information, see Microsoft 365 OneDrive.
    • Microsoft 365 Outlook Calendar - select to collect meetings and appointments from a custodian's Outlook calendar. For more information, see Microsoft 365 Outlook Calendar.
    • Microsoft 365 Outlook Contacts - select to collect explicit contacts from a custodian's Outlook contact list. An explicit contact is one that the custodian manually added to their contact list. For more information, see Microsoft 365 Outlook Contacts.
    • Microsoft 365 Outlook Mailbox - select to collect data from Microsoft's email application. For more information, see Microsoft 365 Outlook mailbox.
    • Microsoft 365 Teams - select to collect data from Microsoft's short-messaging application. For more information, see Microsoft 365 Teams.
    • Slack - select to collect data from an organization or custodian's Slack profile. For more information, see Slack. To get the steps to gather the temporary code and access token, see Setting up a Slack data source.
    • X1 Emails - select to collect data from a custodian's emails stored in an X1 endpoint. For more information, see X1 Emails.
    • X1 Files - select to collect data from a custodian's files stored in an X1 endpoint. For more information, see X1 Files.

    Note: Collect automatically collects any data that is preserved due to an in-place hold or litigation hold. Data on a hold is stored in a preservation library and separate folders. For more information, see Microsoft Retention Policies.

  4. Enter the following information in Settings:
  5. Click Save.

After clicking Save, Relativity verifies the parameters and connectivity to the Microsoft 365 data source. If successful, the data source is saved. If the connection fails, a message appears in the UI indicating that the connection failed. If verification fails. verify that the values are correct. The data source will save when it's corrected and is verified.

Once the data source is set up, you'll see the data source information on the Collect Admin page.

Data source types and properties

This section covers the different data sources that can be used in Collect. It also includes what can be searched within each data source. For more information on each data source types criteria, see Criteria.

Bloomberg Chat

The following table lists the filter criteria support for Bloomberg Chat collections. Entering the start date and end data criteria isn't required.

Bloomberg chat data is collected in Relativity Short Message Format (RSMF). For more information, see Relativity Short Message Format.

Bloomberg Email

The following table lists the filter criteria support for Bloomberg Email collections. Entering the start date and end data criteria isn't required.

Bloomberg email data is collected in RSMF. For more information, see Relativity Short Message Format.

Google Workspace Chat

The following table lists the filter criteria support for Google Workspace Chat collections.

Google Workspace Chat data is collected in RSMF. For more information, see Relativity Short Message Format.

Google Workspace Drive

The following table lists the filter criteria support for Google Workspace Drive collections.

Google Workspace Gmail

The following table lists the filter criteria support for Google Workspace Gmail collections.

Google Workspace Groups

The following table lists the filter criteria support for Google Workspace Groups collections.

Microsoft 365 Archived Mailbox

The following table lists the filter criteria supported for archived mailbox collections.

Microsoft 365 OneDrive

The following table lists the filter criteria support for OneDrive collections.

Note: Relativity needs to be registered in Microsoft 365 before using this data source. For information on registering Relativity in Microsoft 365, see Accessing Microsoft 365 tenants.

Microsoft 365 Outlook Contacts

These properties are available for users to configure contacts (also called personal contacts) located in the personal address book of a user's mailbox. Relativity collects all contacts and no filter criteria is necessary.

Microsoft collects cached contacts, which are not contacts the user implicitly creates in Outlook. These contacts aren't collected by Relativity.

Note: Relativity needs to be registered in Microsoft 365 before using this data source. For information on registering Relativity in Microsoft 365, see Accessing Microsoft 365 tenants.

Microsoft 365 Outlook Calendar

The following table lists the filter criteria supported for calendar collections. Entering the start date and end data criteria is required for calendar collections.

Note: Relativity needs to be registered in Microsoft 365 before using this data source. For information on registering Relativity in Microsoft 365, see Accessing Microsoft 365 tenants.

Note: The maximum supported date range is five years. Cannot progress to the next step if date range is longer than five years.

Microsoft 365 Outlook mailbox

Relativity collects all items in visible folders within Outlook's inbox and custom folders. Hidden folders can also be collected.

Note: Collect doesn't include conversation history, notes, or tasks in mailbox collections. Hidden folders that exist under the Top of Information Store are included in mailbox collections.

Another difference is the separation of calendar items and outlook contacts. Microsoft combines those two items with the Outlook mailbox. Relativity separates them into different data sources. For more information, see Microsoft 365 Outlook Contacts and Microsoft 365 Outlook Calendar.

The following list is a list of file classes that are included in Outlook mailbox collections.

This data source also includes the Collect all emails with attachments regardless of criteria toggle. If you are using keyword search criteria, we recommend enabling the toggle, regardless of keyword search results, because searching email attachments isn't supported through the Microsoft Graph API.

Other filter criteria still applies to the collection. For example, if you specify a date range along with keywords, Collect doesn't return any emails outside the date range. It returns the emails within the date range that are either responsive to the keywords or have an attachment.

The following table lists the filter criteria supported for mailbox collections.

Note: Relativity needs to be registered in Microsoft 365 before using this data source. For information on registering Relativity in Microsoft 365, see Accessing Microsoft 365 tenants.

Microsoft 365 Teams

The following table lists the filter criteria supported for Microsoft Teams collections.

Microsoft Teams data is collected in RSMF. For more information, see Relativity Short Message Format.

Note: Relativity needs to be registered in Microsoft 365 before using this data source. For information on registering Relativity in Microsoft 365, see Accessing Microsoft 365 tenants.

Slack

The following table lists the filter criteria supported for Slack collections. Entering the start date and end data criteria is required for Slack collections. Slack puts a limit on how far back a collection can be run. This time period is based on your organization's Slack enterprise retention policy. For more information, see Slack documentation.

Slack has a 200MB processing limit.

Archived Slack channels can be collected. Deleted Slack channels cannot be collected.

Slack data is collected in RSMF. For more information, see Relativity Short Message Format.

Note: Relativity needs to be registered in Slack before using this data source. For information on registering Relativity in Slack, see Slack documentation.

X1 Emails

The following table lists the filter criteria supported for X1 Emails collections.

Note: Relativity needs to be registered in X1 before using this data source. For information on registering Relativity in X1, see X1 documentation.

X1 Files

The following table lists the filter criteria supported for X1 Files collections.

Note: Relativity needs to be registered in X1 before using this data source. For information on registering Relativity in X1, see X1 documentation.