Refinitiv Eikon data source

This topic provides details on how to capture Refinitiv Eikon with Collect.

Creating the data source

In RelativityOne, use the following procedure to connect the Refinitiv Eikon data source to Collect.

  1. Navigate to Collection Admin within Collect Admin of Set Up.
  2. Click the New Collection Source Instance button.
  3. Do the following:
    • Enter in a unique name for the data source.
    • Select the iManage data source.
    • Enter the required information in the Settings fields. For more information, see Settings fields.
  1. Click Save. The data source displays on the Collection Admin page.

Settings fields

Find the information for these fields in the .json file:

  • Host—enter the address of the Refinitiv Eikon host. For example, sftp.refinitiveikon.com.
  • Port—enter the SFTP port.
  • Path—enter the folder address of the stored files.
  • Username—enter the username to your organization's Refinitiv Eikon site.
  • Password—enter the password to your organization's Refinitiv Eikon site.

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

The following table lists the filter criteria supported for Refinitiv Eikon collections. Setting criteria for Refinitiv Eikon is not required.

Relativity collects Refinitiv Eikon chat data Relativity's short message format (RSMF). For more information, see The Relativity Short Message Format .

Criteria Operators Description Example
Start Date Greater Than or 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, Relativity collects all calendar items on and between the two dates.
End Date Less Than or 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, Relativity collects all calendar items on and between the two dates.