

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.
Note the following considerations about this data source:
The table lists the order to perform the necessary tasks for setting up the data source for Collect.
Order | Application Used | Task |
---|---|---|
1 | Google Cloud | Google Workspace account setup |
2 | Google Admin | Google Workspace user account setup |
3 | Collect | Creating the data source in Collect |
4 | Collect | Configuring the data source in Collect |
Connecting your Google Workspace to Collect takes some setup in Google and Relativity. Begin with the credential setup in Google.
Create a Google Cloud project to create, enable, and use all Google Cloud services. You will use this account to manage APIs.
To create a Google Cloud project:
Continuing in this process, you now need to enable the required Google Cloud Console APIs and associate them to a new project.
To start enabling APIs in the Google Cloud Console:
Follow the steps to create a OAuth2 consent screen in Google Cloud Console.
Next, add scopes.
Next, create credentials.
After clicking Create, you will have your Client ID and Client Secret. Copy both of them, because you will need them later when creating the Google data source in Collect.
As an optional step, you will want to configure Google's reauthentication policy as follows:
For more information on setting reauthentication policy and the options, see Google's documentation.
Collections require user account on which behalf Relativity exports data. This can be a dedicated or an existing user account.
You can restrict collections to the selected group of users by leveraging admin role scoping to organizational units. To limit collections, you will need to create an organizational unit and add the users to the unit. Once created, Collect will only collect data from the users within the organizational unit.
This configuration step is for Google Workspace data sources only and is optional.
An organization unit restricts RelativityOne’s collections only to the selected custodians. Create an organization unit and add selected custodians to the unit so only their information is collected.
To create an organizational unit, open Google Admin Console and follow the steps below:
Once the organizational unit is created, the next step is to add targeted users you want to collect from to the unit.
To add users to the organizational unit, follow the steps below:
You can upload a .csv file to bulk update users. For more information, see Google’s documentation.
Groups Reader privilege can only be scoped to All organizational units. This privilege is only required to enable collections from Google Workspace Groups and it can be omitted. Doing so will disable Groups collections on behalf of this user account.
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.
Caution: 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:
Add criteria to collect specific data. To configure the data sources, complete the following fields:
After selecting field options, you must click Add Criteria.
Details to know about criteria:
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.
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.
Criteria | Operators | Description | Example |
---|---|---|---|
Advanced | Equals | When you use the Advanced property in a query, specific Google Workspace search criteria become available in Collect. For more information, see Google Workspace documentation. | For more information on Advanced examples, see Google Workspace documentation. |
Email BCC | Contains | When you use the Email From property in a query, the search returns all messages that contain the text in the Email BCC field. | If you search “@example.com,” your results include all blind carbon copied messages received by people with the @example.com in their email address. |
Email CC | Contains | When you use the Email From property in a query, the search returns all messages that contain the text in the Email CC field. | If you search “@example.com,” your results include all carbon copied messages received by people with the @example.com in their email address. |
Email From | Contains | When you use the Email From property in a query, the search returns all messages that contain the text in the Email From field. | If you search “@example.com,” your results include all messages sent by people with the @example.com in their email address. |
Email Received Date | Equals, Does Not Equal, Greater Than, Greater Than or Equals, Less Than, Less Than or Equals | When you use the Email Received Date property in a query, the search returns all messages that equal/doesn’t equal, greater/less than the date entered. | If you search “Less Than 1/1/2021,” your results include all emails received before January 1, 2021. |
Email Sent Date | Equals, Does Not Equal, Greater Than, Greater Than or Equals, Less Than, Less Than or Equals | When you use the Email Sent 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 emails sent after January 1, 2001. |
Email To | Contains | When you use the Email To property in a query, the search returns all messages that contain the text in the Email To field. | If you search “@example.com,” your results include all messages sent to people with the @example.com in their email address. |
Has Attachments | Equals, Does Not Equal | When you use the Has Attachments property, the search returns emails with or without attachments based on the Value setting. | If you mark toggle the Value setting On, your results include all messages that include an attachment. |
Is Draft | Equals | Indicates whether or not messages are written and not sent. Use the values true or false. | If you mark toggle the Value setting On, your results include all emails that are in the drafted state. |
Keyword Search | Search In | When you use the Keyword Search property in a query, the search returns all messages that contain the text you are searching for. | If you search “Dear John,” your results include all messages that contain the text in email body. Note that this is not the same as searching for “Dear” OR “John”. In order to do that you need to enter keywords in separate lines. |
Label | Equals | When you use the Label property, the search returns all messages that contains the search word or phrase in the emails' label. | If you search "Important," your results include all emails that are marked with the "Important" label. |
Subject | Contains | When you use the Subject property, the search returns all messages that contains the search word or phrase in the email's title. | If you use the Subject property in a query, the search returns all messages which the subject line contains the text you’re searching for. In other words, the query doesn’t return only those messages that have an exact match. For example, if you search for subject “Quarterly Financials,” your results include messages with the subject “Quarterly Financials 2018.” |
Included in the Google Workspace Groups Criteria is one toggle:
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.
Criteria | Operators | Description | Example |
---|---|---|---|
Advanced | Equals | When you use the Advanced property in a query, specific Google Workspace search criteria become available in Collect. For more information, see Google Workspace documentation. | For more information on Advanced examples, see Google Workspace documentation. |
Email BCC | Contains | When you use the Email From property in a query, the search returns all messages that contain the text in the Email BCC field. | If you search “@example.com,” your results include all blind carbon copied messages received by people with the @example.com in their email address. |
Email CC | Contains | When you use the Email From property in a query, the search returns all messages that contain the text in the Email CC field. | If you search “@example.com,” your results include all carbon copied messages received by people with the @example.com in their email address. |
Email From | Contains | When you use the Email From property in a query, the search returns all messages that contain the text in the Email From field. | If you search “@example.com,” your results include all messages sent by people with the @example.com in their email address. |
Email Received Date | Equals, Does Not Equal, Greater Than, Greater Than or Equals, Less Than, Less Than or Equals | When you use the Email Received Date property in a query, the search returns all messages that equal/doesn’t equal, greater/less than the date entered. | If you search “Less Than 1/1/2021,” your results include all emails received before January 1, 2021. |
Email Sent Date | Equals, Does Not Equal, Greater Than, Greater Than or Equals, Less Than, Less Than or Equals | When you use the Email Sent 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 emails sent after January 1, 2001. |
Email To | Contains | When you use the Email To property in a query, the search returns all messages that contain the text in the Email To field. | If you search “@example.com,” your results include all messages sent to people with the @example.com in their email address. |
Has Attachments | Equals, Does Not Equal | When you use the Has Attachments property, the search returns emails with or without attachments based on the Value setting. | If you mark toggle the Value setting On, your results include all messages that include an attachment. |
Is Draft | Equals | Indicates whether or not messages are written and not sent. Use the values true or false. | If you mark toggle the Value setting On, your results include all emails that are in the drafted state. |
Keyword Search | Search In | When you use the Keyword Search property in a query, the search returns all messages that contain the text you’re searching for. | If you search “Dear John,” your results include all messages that contain the text in email body. Note that this is not the same as searching for “Dear” OR “John”. In order to do that you need to enter keywords in separate lines. |
Label | Equals | When you use the Label property, the search returns all messages that contains the search word or phrase in the emails' label. | If you search "Important," your results include all emails that are marked with the "Important" label. |
Subject | Contains | When you use the Subject property, the search returns all messages that contains the search word or phrase in the email's title. | If you use the Subject property in a query, the search returns all messages which the subject line contains the text you’re searching for. In other words, the query doesn’t return only those messages that have an exact match. For example, if you search for subject “Quarterly Financials,” your results include messages with the subject “Quarterly Financials 2018.” |
Included in the Google Workspace Gmail Criteria is one toggle:
Setting criteria for Google Drive is not required. For more information on Advanced examples, see Google Workspace documentation.
Note: 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.
Criteria | Operators | Description | Example |
---|---|---|---|
Advanced | Equals | When you use the Advanced property in a query, specific Google Workspace search criteria become available in Collect. For more information, see Google Workspace documentation. | For more information on Advanced examples, see Google Workspace documentation. |
File Type | Equals | When you use the File Type property in a query, the search returns all files that equals what is entered. | If you select "Google Sheets" as your value, your results include Google Sheet files. |
Filename | Contains | When you use the Filename property in a query, the search returns all files that contain the value entered. | If you search "Important_Document,” your results include all files with "Important_Document” in the filename. |
Keyword Search |
Search In | When you use the Keyword Search property in a query, the search returns all files that contain the text you’re searching for. | If you search “Dear John,” your results include all messages that contain the text in the file. Note that this is not the same as searching for “Dear” OR “John”. In order to do that you need to enter keywords in separate lines. |
Modification Date | Equals, Does Not Equal, Greater Than, Greater Than or Equals, Less Than, Less Than or Equals | When you use the Modification Date property in a query, the search returns all files that equal/doesn’t equal, greater/less than the selected date. | If you search “Less Than 1/1/2021,” your results include all files received before January 1, 2021. |
Owner | Contains | When you use the Owner property in a query, the search returns all messages that contain the text in the Owner field. | If you search “Iscovery,” your results include all files sent by people with the "Iscovery" in their name, such as "Ed Iscovery." |
Shared By | Contains | When you use the Shared By property in a query, the search returns all files that contain the text in the Shared By field. |
If you search “ExampleUser1,” your results include all filed shared by people with the UserExample1 in their name. |
Shared With |
Contains | When you use the Shared With property in a query, the search returns all files that contain the text in the Shared With field. | If you search “UserExample1,” your results include all files shared with people with the UserExample1 in their name. |
Version Date | Equals | When you use the Version Date property in a query, the search returns the version of files on the selected date. | If you search 1/1/2021, your results include only the version of the files on 1/1/2021. The results won't include earlier or later versions of the file. |
Included in the Google Workspace Drive Criteria is one toggle:
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.
Criteria | Operators | Description | Example |
---|---|---|---|
Advanced | Equals | When you use the Advanced property in a query, specific Google Workspace search criteria become available in Collect. For more information, see Google Workspace documentation. | For more information on Advanced examples, see Google Workspace documentation. |
Content Type | Equals | When you used the Content Type property in a query, the search returns messages with specific file types. | If you search with the value set to Google Docs, your results include all Google Docs sent as messages. |
Keyword Search | Equals | When you use the Keyword Search property in a query, the search returns all messages that contain the text you’re searching for. | If you search “Dear John,” your results include all messages that contain the text in email body. Note that this is not the same as searching for “Dear” OR “John”. In order to do that you need to enter keywords in separate lines. |
Message Source |
Equals | When you use the Message Source property in a query, the search returns all direct messages or all messages in rooms. | If you search with the value set to "Messages in Rooms," your results include only messages sent in a group chat and no direct messages will be included. |
Sent/Updated Date | Greater Than or Equals, Less Than, Less Than or Equals | When you use the Sent/Updated 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 sent after January 1, 2001. |
Slice Interval in Hours | Equals | When you use The Slice Interval in Hours property, the search returns all messages in a specific time range or defaults the slice interval to 24 hours. | If you search with a slice interval set to one hour and a conversation spans five hours, you will end up with five RSMFs after processing. |
User At | Contains | When you use the User At property in a query, the search returns all messages that contain the text in the User At field. | If you search “UserExample1” your results include all messages sent to people with the UserExample1 in their email address. |
User From |
Contains | When you use the User From property in a query, the search returns all messages that contain the text in the User From field. | If you search “ExampleUser1,” your results include all messages sent by people with the UserExample1 in their email address. |
Included in the Google Workspace Chat Criteria are two toggles:
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 |
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