Setting up a Google Workspace data source

There are specific steps to connect Google Workspace to Relativity when creating the data source. To set up the Google Workspace data source, you will need to enable API access with Google Workspace and then complete the data source settings in Relativity.

Creating a Google Workspace data source

After confirming that your Discover APIs are enabled, complete the set up process in Relativity.

    Notes: Copy the Refresh Token value you generate in Step 10 and store it in a secure location. It can be used to setup other Google Workspace data sources without the need to create new OAuth2 credentials.
    Google Workspace allows only a single refresh token to be generated for a set of OAuth2 credentials.

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

(Click to expand)

  1. Within the Collect application, navigate to the Collection Admin tab.

  2. Click the New Collection Source Instance button.
  3. Enter in a unique name for the data source.
  4. Select a Google Workspace data source.
  5. In the Settings pane, enter Client Id and Client Secret copied from Google’s OAuth2 credentials page. For more information, see Creating credentials.

  6. Click Generate Code.

  7. Select or sign into Google’s account on which behalf collections will be performed. For more information, see Google Workspace user account setup.

  8. Click Copy Temporary Code to copy to your clipboard.

    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 below.

      Notes: Copy Refresh Token value and store it in a secure location. It can be used to setup other Google Workspace data sources without the need to create new OAuth2 credentials.
      Google Workspace allows only a single refresh token to be generated for a set of OAuth2 credentials.

  11. Click Save.