Microsoft 365 integration is a bridge that connects RelativityOne to Microsoft 365 for importing data from Microsoft 365 without data ever leaving the secure Azure Cloud. You can use Microsoft 365 Security and Compliance Center (E3) and Microsoft 365 Advanced eDiscovery Center (E5) software to export data from Microsoft 365, and then pull the data into your RelativityOne workspace via Relativity Processing.
You can use Relativity Processing to import data t your RelativityOne workspace using Microsoft 365.
Note: If you use E3 or are importing file types that E5 doesn't provide metadata for (e.g., .PST files), you must use Relativity Processing to process the files into your workspace. If you want to directly push files into review from E5, we recommend simpler cases that contain mostly Microsoft files.
You can use Microsoft 365 Security and Compliance Center (E3) or Microsoft 365 Advanced eDiscovery (E5) to export data from Microsoft 365 into your RelativityOne environment. You can export data stored in Exchange Online, SharePoint Online, OneDrive for Business, and Skype for Business.
To access E3 or E5, log in to your Utility Server and browse to the Security and Compliance Center or the Advanced eDiscovery Center using Internet Explorer. Then, import your data directly from Internet Explorer to your mapped RelativityOne file share.
For more information regarding export considerations, contact Microsoft support.
View the following web pages for more information on exporting data in Microsoft 365:
Exporting data from Microsoft 365 Security and Compliance Center (E3)
E3 exports data as native versions of the files. When you export, save the natives to your RelativityOne fileshare, and then process the native files using Relativity Processing.