Data transformation
Processing custodians
Purview Sync automatically organizes all imported files by custodians, with custodian definitions derived from the loadfile imported from Microsoft Purview. Custodians are automatically created by Purview Sync. You can find them after clicking into the Documents tab.
Each custodian is associated with a data source that includes the source path where the custodian's files are saved.
Automatic overlay and using Microsoft fields
Overlay in Purview Sync updates existing records in the review workspace by merging or replacing data from the source with corresponding fields in the workspace, based on the fields already existing in the Microsoft Purview loadfile.
Microsoft Purview creates an export object containing native files alongside a loadfile that holds all metadata information. Once files are processed into the workspace, Purview Sync overlays them with metadata from the loadfile, assuming that the workspace has the necessary fields created (these fields must match the column names in the loadfile exactly; Purview Sync won't create them automatically).
When creating the metadata fields in RelativityOne for overlay, we recommend to refer to Microsoft documentation.
Relativity Short Messaging File conversion
We automatically convert HTML Teams data into Relativity Short Messaging File (RSMF).
