Bloomberg chats and emails data source
This topic provides details on how to capture Bloomberg chats and emails with Collect.
Creating the data source
Use the following procedure to create a new Collect source instance:
On the Collect Admin page,
- Click the New Collection Source Instance button.
- Enter in a unique name for the data source.
- Select Bloomberg Chat or Bloomberg Email data source:
- Enter the required Settings information. For more information, see Data source settings.
- Click Save.
Once you set up the data source, you will see the data source information on the Collect Admin page.
You need to gather the settings information listed. Then enter the data into the Settings fields:
- Host—enter the address of the Bloomberg host. For example, sftp.bloomberg.com.
- Path—enter the folder address of where you store the files.
- Username—enter the user name to your organization's Bloomberg site.
- Password—enter the password to your organization's Bloomberg site.
- Pass Phrase—enter the pass phrase to your organization's Bloomberg site.
- PGP Key—enter the key used to decrypt the data that's transferred from the Bloomberg to Collect.
Each data source that you can use in Collect has different search criteria when creating a collection job.
Configure the data source chosen in the Collection Details step. If you select multiple data sources in the first step, you will configure all sources in the step. Switch between each source by clicking the name of the data source in the left navigation menu. Clicking Next and Previous also moves you through the data sources. Select individual data sources by clicking on the checkbox and then using the right arrows to select them. After selecting the data sources to configure, fill out the criteria. Each data source has different criteria to enter.
- Select and unselected tabs—choose the data sources to collect from by moving unselected data sources to the selected list.
- Field—choose the field to filter on within the data source.
- Notes: This field is only required when you select a calendar source.
- Operator—choose an operator such as equals, contains, greater than, or less than.
- Value—enter a value to find in the selected field.
After selecting field options, you must click Add Criteria. Things to know about criteria:
- Each criteria is then separated by an AND operator.
- Leave the data source criteria empty to collect all data from the sources.
Filter a data source's data that you want to collect by adding criteria. This section covers the different criteria for each data source. It also includes what you can search within each data source. The criteria options change based on the selected data source.
The following table lists the filter criteria support for Bloomberg chat collections. Entering the start date and end data criteria is not required.
Relativity collects Bloomberg chat data in Relativity Short Message Format (RSMF).
|Start Date||Equals||When you use the Start Date property in a query, the search returns chats that exist the day of and after the entered date.||When you search a Start Date of 1/1/2001 and an End Date of 1/1/2020, all calendar items on and between the two dates are returned.|
|End Date||Equals||When you use the End Date property in a query, the search returns all chats the day of and before the entered date.||When you search a Start Date of 1/1/2001 and an End Date of 1/1/2020, all calendar items on and between the two dates are returned.|
The following table lists the filter criteria support for Bloomberg email collections. Entering the start date and end data criteria is not required.
Relativity collects Bloomberg email data in Relativity's short message format (RSMF).
|Start Date||Equals||When you use the Creation Date property in a query, the search returns all messages that equal/doesn’t equal, greater/less than the date entered.||If you search “Greater Than 1/1/2001,” your results include all messages created after January 1, 2001.|
|End Date||Equals||When you use the Modification Date property in a query, the search returns all updated files that equal/doesn’t equal, greater/less than the date entered.||If you search “Less Than 1/1/2020,” your results include all files modified before January 1, 2020.|