Configure Purview Sync

After registering Purview Sync with Microsoft Azure AD, you need to configure and integrate Microsoft with Relativity.

Prerequisites

Before starting you will need the following access in Microsoft 365:

  • Access to Azure Active Directory to create and update Application Registrations.
  • A Microsoft 365 account with access to Purview eDiscovery Premium. Either eDiscovery Manger or eDiscovery Administrator.

For more information see,

Configuring Purview Sync

To configure the connection between RelativityOne and Microsoft Purview eDiscovery Premium:

  1. Navigate to the Purview Sync > Configuration tab.
  2. Click the Edit button.
  3. Enter your Application (client) ID in the Client ID field.
  4. Enter https://login.microsoftonline.com/[Tenant ID] where Tenant ID is the Directory (tenant) ID value in the Authority URI field.
  5. Enter https://[RelativityOne URL up to the word relativity forward slash] + CustomPages/7a907986-f999-4bb3-80f0-ffcb7c20c1c3/index.html in the Redirect URI field.

    For example, https://company.relativity.one/relativity/CustomPages/7a907986-f999-4bb3-80f0-ffcb7c20c1c3/index.html.
  6. Enter the Client Secret.
  7. Click Save.

    The Azure Active Directory application registration fields.

Before utilizing the application, you will need to log into your account that has Microsoft Purview eDiscovery Premium access and click on the Validate button. This will open a new browser tab. If successful you will see the following text, "Authentication granted for export downloads. You may close this page."

If you do not see this text and see an error message, close the tab and try again. It could take a few tries before you see the success message. This validation applies on an individual user level. Each user who would like to use the application will need to perform the Validate step before they are able to perform imports in the workspace.

After validation, navigate to the Import tab.

Testing the application

To effectively test the efficacy of the application for your workflows, make sure you’ve used a test Purview eDiscovery Premium Case Review Set to transfer to RelativityOne.