Bloomberg chats and emails data source

This topic provides details on how to capture Bloomberg chats and emails with Collect.

Creating the data source instance

Use the following procedure to create a new Collect source instance in RelativityOne.

  1. Navigate to Collection Admin within Collect Admin of Set Up.
  2. Click the New Collection Source Instance button.
  3. Do the following:
    • Name—enter in a unique name for the data source.
    • Type—select Bloomberg Chat or Bloomberg Email data source.
    • Settings—enter the required information in the Settings fields. For more information on the fields, see Settings fields.
  1. Click Save. The data source displays on the Collection Admin page.

Settings fields

Gather the information listed below, and enter it into the Settings fields:

  • Host—enter the address of the Bloomberg host. For example, sftp.bloomberg.com.
  • Port—enter the port used for Bloomberg.
  • Path—enter the folder address 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.

Configuring the data source

Each data source used in Collect has different search criteria on the Collection Details step when creating a collection job. The criteria needs to be configured next.

  1. Configure search criteria to collect specific data.

Note: Leave the data source criteria empty to collect all data from the sources.

  • 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.
  1. Click Add Criteria. Each criteria is separated by an AND operator.

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.

Bloomberg chat

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). For more information, see The Relativity Short Message Format .

Property Operators Description Example
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.

Bloomberg email

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). For more information, see The Relativity Short Message Format .

Criteria Operators Description Example
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.