Purview Sync (Advanced Access)

Purview Sync is an easy-to-use RelativityOne application for collecting your custodian’s Microsoft 365 data directly from your Microsoft Purview Premium to RelativityOne. This includes the following Microsoft 365 data:

• Outlook
• Teams
• Copilot
• OneDrive
• SharePoint

Once transferred, RelativityOne converts Teams and Copilot data into Relativity Short Message Format (RSMF), automatically overlay metadata load files, process the data, create custodians, and prepare it for review. For more information on RelativityOne converting Teams and Copilot data, see Data transformation (Advanced Access).

To use Purview Sync, you must

1. Register an application with Microsoft Purview eDiscovery (Premium). For more information, see Register Purview Sync with Azure (Advanced Access).
2. Update Azure permissions. For more information, see Grant users eDiscovery permissions in Microsoft Purview.
3. Connect RelativityOne to Microsoft Purview eDiscovery. For more information, see Configure Purview Sync (Advanced Access).

For more information on the Microsoft Purview, see Microsoft's documentation for Microsoft Purview compliance portal.

Table of Contents (Advanced Access)

Use this table of contents to navigation Purview Sync during the Advanced Access phase.

• Purview Sync (Advanced Access)
• Install Purview Sync (Advanced Access)
• Register Purview Sync with Azure (Advanced Access)
  • Purview Sync Application registration issues troubleshooting
• Configure Purview Sync (Advanced Access)
• Importing data (Advanced Access)
• Data transformation (Advanced Access)

Prerequisites

Before you get started, you will need the following access in Microsoft 365:

• Access to Entra ID by creating and updating Application registrations. For more information, see Registering Purview Sync with Microsoft.
• A Microsoft 365 account with access to Purview eDiscovery Premium. Either eDiscovery Manager or eDiscovery Administrator. For more information, see Configure Purview Sync.
• As Purview Sync is a workspace-level application, you must install the Purview Sync app in a workspace.
• You must enable certain processing fields for Purview Sync. Processing is an integral part of Purview Sync main workflow. For example, the Level and Virtual Path fields. For more information, see Mapping processing fields.
• For the metadata overlay purposes, you need to have Fields added to your workspace that would match column headers from the Microsoft load file. For more information, see Automatic overlay and using Microsoft fields.
• The following fields are required in the workspace for successful completion of a Purview Sync job:
  • Identifier field—there must be on field with the Identifier property set to Yes.
    • Update the property setting in the workspace Fields > Advanced Settings.
    • The name of this field can be anything. For example, Control Number.
      
  • You must have the following five fields types in the workspace. Each with a specific Source value set as follows:
    
    • Control Number
    • File Name
    • Source Path
    • Unified Title
    • MD5 Hash
    • SHA256 Hash
  • You must also enable certain processing fields for Purview Sync.
    • For example, the Level and Virtual Path fields.
    • For more information, see Mapping processing fields.
  • For the metadata overlay purposes, you must have fields added to your workspace that would match column headers from the Microsoft load file. For more information, see Automatic overlay and using Microsoft fields.
  • Purview Sync automatically creates job names based on the name of their Review Set and the date of creation, unless you create your own job name.
    • If you create two jobs the same day using the same Review Set, Purview Sync will add all the files to the same folder.
    • We recommend distinguishing these jobs with naming them in a different way.

Licensing requirements

To use Purview Sync, your organization must have an Office 365 E5 subscription for your custodians, or related E5 add-on subscription. If you only have E3 licenses, the you are only able to use Purview eDiscovery Standard. which does not currently work with the Purview Sync application.

• Microsoft 365 E5
• Office 365 E5
• Microsoft 365 Education A5
• Office 365 Education A5
• Microsoft 365 F5 Compliance add on or F5 Security and Compliance add on
• Microsoft 365 G5
• Microsoft 365 G5 with G5 eDiscovery and Audit add on
• Microsoft 365 E3 with E5 Compliance add on
• Microsoft 365 E3 with E5 eDiscovery and Audit add on

Permissions

To complete the entire Purview Sync workflow, you will need the following permissions in RelativityOne.

Tab Visibility	Other Settings
Purview Sync Import Configuration	Allow Purview Sync

Considerations

Before using Purview Sync, consider the following:

• We recommend using classic eDiscovery experience in Microsoft Purview rather than eDiscovery (preview).
• Ensure pop-us are not blocked in your browser as this would prevent Microsoft Authentication Library (MSAL) modal from appearing. If your browser is blocking pop-up windows, you will not be able to authorize with Microsoft.
• If you experience MSAL modal not appearing, or appearing for a short time, when logging in to start import of data in Purview Sync: clear your site data and then log out of Relativity and log in again. If you use Chrome, choose Delete browsing data.

Supported data formats

Purview Sync supports the whole Microsoft 365 data suite, including Inactivate and Archived Mailboxes. Collect does not support Inactivate and Archived Mailboxes.

Here are prerequisites for particular formats:

• Teams—for more information, see Relativity Short Messaging File conversion.
• Modern attachments—partially supported. For example, the parent message includes a link and Relativity imports an attachment from Microsoft Purview, yet a family relation between the parent message and attachment is not yet properly established.
• Viva Engage, White Board messages, Cards, and other containing loop components—currently unsupported.

Choosing to use Purview Sync or Collect

Purview Sync is a more sophisticated search capability than the MS Graph API. If you want to limit your search results, you should use Purview Sync. For broader searches and imports using general date range or file types, you can use Collect.

You must have an E5 license to collect Teams data and email archives using Collect. For more information, see Collect. You need an E5 license for Advanced Discovery in Purview. For more information, see Importing data (Advanced Access).