Google Workspace data source

This topic provides details on how to capture Google Chats, Drive, Groups, and emails with Collect. Relativity collects Google Drive data using the Vault API.

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Considerations

Consider the following items about this data source:

  • Collection of Calendar is currently unsupported.
  • Google does not have a date range limitation. We recommend limiting the date range of the collection. Extended date ranges can increase collection time and potentially create issues.
  • Google Workspace for Google Chat data is collected into grouped collections, resulting in a different data count compared to standard collections. These grouped collections comprise a set of RSMFs (Relativity Short Message Format) containing all the chats for the assigned custodians.
    • Due to this grouping, it is expected that custodian targets will have identical counts. Essentially, when collecting data from multiple custodian targets, the item counts and sizes for each will match.
    • This uniformity arises because the item count reflects the number of RSMF files generated for the job, while the size reflects the total size of the created RSMF file set.

Create the data source in Collect

After completing the steps covered above for Google Workspace account setup and user account setup, you can then configure your first Google data source in the RelativityOne Collect application.

After generating the Refresh Token in Step 10 below for the first Google data source, be sure to save the token value in a secure location, as it will be needed to set up additional Google data sources. Google only allows one refresh token to be generated. If you attempt to generate another refresh token, it will invalidate the original token, and you will not receive a new one, which will break the data source connection to Google. When setting up additional Google data sources in the Collection application, paste the refresh token value that you saved in a secure location into the refresh token field and click Save.

To add the Google Workspace data source, follow the steps below in RelativityOne:

  1. Navigate to Collection Admin within Collect Admin of Set Up.
  2. Click the New Collection Source Instance button.
  3. In the Data Source Information pane, do the following:
    • Name—enter in a unique name for the data source.
    • Type—select a Google Workspace data source. Chat, Drive, Gmail, or Groups.
  4. In the Settings pane, enter the Client Id and Client Secret copied from Google’s OAuth2 credentials page. For more information, see Google Workspace data source.
  5. Click Generate Code.
  6. Select or sign into Google’s account on which behalf collections will be performed.
    Choose an account dialog
  7. Click Copy Temporary Code to copy to your clipboard.
  8. Once copied, you can close that window and return back to RelativityOne.
  9. In Collect, paste the code in the Temporary Code field.
  10. Click Generate Refresh Token.
    The access token will be generated and populated in the Refresh Token field. Refer to the Caution above regarding Refresh Tokens.
  11. Click Save.

Configure the data source in Collect

Add criteria to collect specific data. To configure the data sources, complete the following fields:

  • 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.
    This field is only required when a calendar source is selected.
  • 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.

Details 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 can be searched within each data source. The criteria options change based on the selected data source.

Google Groups

Setting criteria for Google Groups is not required. For more information on Advanced examples, see Google Workspace documentation.

The following table lists the filter criteria support for Google Workspace Groups collections. Setting criteria for Google Workspace Groups is not required. For more information on Advanced examples, see Google Workspace documentation.

Gmail

Setting criteria for Google Drive is not required. For more information on Advanced examples, see Google Workspace documentation.

The following table lists the filter criteria support for Google Workspace Gmail collections. Setting criteria for Google Workspace Gmail is not required. For more information on Advanced examples, see Google Workspace documentation.

Google Drive

Setting criteria for Google Drive is not required. For more information on Advanced examples, see Google Workspace documentation.

Google Vault API usage limits do not permit more than 20 exports to be in progress simultaneously across your entire organization. If you have very large matters and need the maximum to be increased, contact Google for assistance. For more information, refer to Google Vault documentation on usage limits and usage quota increases.

The following table lists the filter criteria support for Google Workspace Drive collections. Setting criteria for Google Workspace Drive is not required. For more information on Advanced examples, see Google Workspace documentation.

Google Chat

Setting criteria for Google Workspace Chat is not required. For more information on Advanced examples, see Google Workspace documentation.

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 The Relativity Short Message Format .

Troubleshooting

This table includes troubleshooting for Google's data sources.

Error Cause Resolution
The token is invalid. You must remove access and generate a new refresh token. Your token is invalid. This could be due to changing the account owner. While signed in with your account, navigate to https://myaccount.google.com/u/0/permissions. In the page, click Remove Access. Then generate a new refresh token. For more information on generating a refresh token, see Google Workspace data source