Collect Admin

Set up workspace data sources before beginning collections. Data sources are stores of information from which you collect data. These data sources have parameters that you can set during the creation of a collection job.

Note: Relativity Collect is currently available in Relativity production environments for RelativityOne North American customers and by request only until the RelativityOne 10.3.1 update. Request Relativity Collect by contacting your Customer Success Manager or emailing Collect will be available in the application library with the RelativityOne 10.3.1 update. Relativity Collect will be available to global RelativityOne customers in 2020.

This page contains the following information:

Creating a collect data source

The Collect Admin tab is where you create, edit, and remove data sources from your workspace. Setup only needs to be done once for each data source. You must create your data sources prior to setting up your custodian targets. For more information, see Custodian targets.

When creating data sources, you can select different types of data sources for obtaining files. These types include Outlook mailboxes, Outlook calendars, Outlook contacts, and OneDrive. It is possible to collect data placed on a preservation hold through Relativity Legal Hold. For more information on preserving Office 365 data using Legal Hold, see Preservation hold settings.

Use the following procedure to create a new Collect source instance:

On the Collect Admin page,

  1. Click the New Collect Source Instance button.
  2. Enter in a unique name for the data source.
  3. Select the type of data source:
    • Office365 OneDrive - select to collect data from OneDrive accounts.
    • Office365 Outlook Calendar - select to collect meetings and appointments from a custodian's Outlook calendar.
    • Office365 Outlook Contacts - select to collect explicit contacts from a custodian's Outlook contact list. An explicit contact is one that the custodian manually added to their contact list.
    • Office 365 Outlook Mailbox - select to collect data from Microsoft's email application

    Note: Collect automatically collects any data that is preserved due to an in-place hold or litigation hold. Data on a hold is stored in a preservation library and separate folders. For more information, see Microsoft Retention Policies.

  4. Enter the following information in Settings:
    • Domain - enter the Domain name of the Office 365 tenant the collection is intended for.
    • Application Id - enter the Application ID created during registering the Collect application in Office 365.
    • Application secret - enter the Application Secret created during registering the Collect application in Office 365. For more information, see Accessing Office 365 tenants.
  5. Click Save.

Once the data source is set up, you'll see the data source information on the Collect Admin page.

Data source types and properties

This section covers the different data sources that can be used in Relativity Collect. It also includes what can be searched within each data source. For more information on configuring the data sources, see Criteria.

Office365 OneDrive

The following table lists the filter criteria support for OneDrive collections.

Note: Use the OR operator to add multiple search terms. For more information, see Criteria.

Office365 Outlook Contacts

These properties are available for users to configure contacts (also called personal contacts) located in the personal address book of a user's mailbox. Relativity collects all contacts and no filter criteria is necessary.

Office365 Outlook Calendar

The following table lists the filter criteria supported for calendar collections. Entering the start date and end data criteria is required when doing calendar collections.

Note: The maximum supported date range is five years. Cannot progress to the next step if date range is longer than five years.

Office 365 Outlook mailbox

The following table lists the filter criteria supported for mailbox collections.

Note: The AND operator is used between each criterion. Add the OR operator to add multiple search terms. For more information, see Criteria.