Importing data

To import data from Microsoft to RelativityOne using Purview Sync, you will need to have the application installed and configured properly. For more information, see Installing Purview Sync.

Considerations

Before importing data, consider the following:

Setting up review sets in Microsoft

To set up a review set in Microsoft, see Microsoft's documentation.

RelativityOne checks Microsoft every 60 seconds on the job status. The collected job status information includes:

  • Whether the job has started or not.

  • Whether the job has completed successfully or with failures.

Importing

The Review Set Export job will produce 1 to 3 download links, each hosting .zip files that contain contents of the review set export. The Transfer job will download the .zip file from Microsoft server to the processing source location you selected.

Once a Transfer job completes, it kicks off an Extract job which extracts the .zip file.

To import the review sets from Microsoft to the RelativityOne,

  1. Navigate to the Import tab.

  2. Click the Sign In button.
    A pop-up window appears to sign into Microsoft.

  3. Click the correct account you want to import the review sets from.

  4. Click the New Import button.
    The Add Import modal displays.

  5. Enter information in the Add Import modal. For more information, see Import fields.

  6. Click Next.

  7. Add the destination information and processing information. For more information see Processing fields.

  8. Review the Import Settings and Destination information.

  9. Click Add Import.

After adding the import, you will be back to the Import list page.

Import fields

The list contains the fields you need to enter information in when importing.

  • Purview Case—select the case from Microsoft eDiscovery Premium that you want to import.

  • Purview Review Set—select the review set from Microsoft eDiscovery Premium that you want to import

  • Export Name—enter the name of the review set export in Purview Premium.

  • Description (Optional)—enter a description of the case and set.

Processing fields

Within Processing, the two jobs are discover and publish.

To set up processing,

  • Processing Source Location—select the file repository for collected data to be stored for future processing of documents or for storing collected data. See Processing

  • Send to workspace—toggle on to enable auto-processing. If enabled, select the workspace and profile. All data in the in a completed collection or completed with errors collection will be processed after collection is complete.

    Note: You must select a workspace with processing installed.

    • Workspace—select a workspace within your instance to select a Processing profile to use when creating a processing job.

    • Processing Profile—select a processing profile available in the drop-down menu. The available profiles are from the selected workspace.

    • Processing Set Name—the name defaults to the Export Name in the Import step.

  • Receive Progress Notification—toggle on to send or receive collection job status emails.

    • Notification Addresses—enter the email address of person that wants to receive processing job statuses.

Imports list

The imports list page includes the Purview imports you added to Relativity. The list includes the data you entered such as export name, Export name, Review Set, and Processing Source Location. It also includes imported data such as Status, Date, and Size.

Note: You must log in to Microsoft to see the import list.

The Imports list page provides a high-level overview of all created imports. In the import list, you will see the following information:

  • Export name—the name given to the export in Microsoft Purview.

  • Status—status of the import job. In the Status column, you can see different statuses:

    • MS report initiated—Microsoft started the report.
    • Transfer & extract in progress—Relativity is collecting and transforming the data. For more information, see Data transformation.

    • Completed—all data is collected and in Relativity.

    • Completed with errors—errors can occur in Microsoft, during transfer, or in processing.

  • Start Date—value is what the time stamp is when Relativity starts the import. Stored in UTC. Displayed in local time.

  • Size—the size of the export before processing. Not the compressed size. Expanded size. Reported in the load file.

  • Purview Case—the eDiscovery Premium case created in Microsoft Purview. This is similar to a workspace.

  • Purview Review Set—the data set created in Microsoft Purview.

  • Processing Source Location—the file repository for collected data to be stored for future processing of documents or for storing collected data. Click on processing set name to go to workspace with the processing set.

Import details

Click an export name to see the Import Details slide-out page. On the Import Details page, you can see the following information:

  • Name—the name of the export. By default, this is the Review Set name and date created.

  • Started—lists the date and time Relativity started importing data.

  • Completed—lists the date and time Relativity completed the import. RSMF conversion has completed. Data is in processing source location. Click on status to

  • Started By—lists the user name that clicked Add Import.

  • Microsoft Account—lists the user's Microsoft email address.

  • Processing Source Location—lists the file repository that collected data is stored for future processing of documents or for storing collected data. For more information, see Processing.

Clicking an Export Name slides out the Import Details page.

You can also add a new processing set on the Import Details page.

  1. Click Add Processing Set.

    Note: You must have permissions to create a processing set in the destination workspace.

    A pop-up modal appears.

  2. Confirm, or update, the Name. Default is the Export Name.

  3. Select a Workspace to send your data to for processing. Processing must be installed.

  4. Select a Processing Profile in the workspace that you'll review the data.

  5. Toggle the Receive Progress Notifications to whether you want to receive processing notifications.

  6. Click Add.

After creating a new processing set in the destination workspace, you can select the processing set for your import.