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.
    • Box—select to collect data from Box cloud storage. For more information, see Box.
    • Google Workspace Chat—select to collect data from Google Chat. For more information, see Google Chat.
    • Google Workspace Drive—select to collect data from a Google Drive. For more information, see Google Drive.
    • Google Workspace Gmail—select to collect data from Google Gmail. For more information, see Google Gmail.
    • Google Workspace Groups—select to collect data from Google Groups. For more information, see Google Groups.
    • iManage—select to collect data from the iManage document and email management application. For more information, see iManage settings.
    • 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 contact.
    • 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. This data source is only available for commercial, Microsoft 365 tenants. For more information, see Microsoft 365 Teams.
    • Refinitiv Eikon—select to collect data from Refinitiv Eikon chats. For more information, see Refinitiv Eikon.
    • 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 Email.
    • X1 Files—select to collect data from a custodian's files stored in an X1 endpoint. For more information, see X1 File.

    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

Each data source that can be used in Collect has different search criteria when creating a collection job. For more information on each data source types criteria, see Criteria.