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.

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.

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.

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

Relativity designed Purview Sync customers who already use, or plan to use, Microsoft Purview Premium for eDiscovery work. The Purview Sync workflow is suited for data sets which have undergone searching and indexing in Microsoft Purview, if needed, as it supports imports of whole Review Sets from Microsoft Purview.

Collect is an application which supports imports of data from a variety of sources. Purview being one of them. As for other sources, Collect has general date range or file types filters. Standard (E3) license is sufficient to use Collect, with an exception of Teams data and email archives, which require Premium (E5) license.

Delegated and application permissions

A crucial difference between Purview Sync and Collect applications are Azure Active Directory permissions.

  • Purview Sync uses delegated permissions. Delegated permissions restrict access of a signed-in user to only what they have been granted.

  • Collect uses Application Permissions Application permissions give the application a broader, tenant-level access without user context.

Inactive and archived mailboxes

Purview Sync supports inactive and archived mailboxes based on the application’s integration with Microsoft Graph API.

Collect provides support for online archived mailboxes via the Exchange Web Services (EWS) API and for inactive mailboxes using the PoweShell-based method.