Collection 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.

This page contains the following information:

Creating a collect data source

The Collection 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 Microsoft 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:
    • Microsoft 365 OneDrive - select to collect data from OneDrive accounts. For more information, see Microsoft 365 OneDrive.
    • Microsoft 365 Outlook Calendar - select to collect meetings and appointments from a custodian's Outlook calendar. For more information, see Microsoft 365 Outlook Calendar.
    • Microsoft 365 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. For more information, see Microsoft 365 Outlook Contacts.
    • Microsoft 365 Outlook Mailbox - select to collect data from Microsoft's email application. For more information, see Microsoft 365 Outlook mailbox.

    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 Microsoft 365 tenant the collection is intended for.
    • Application Id - enter the Application ID created during registering the Collect application in Microsoft 365.
    • Application secret - enter the Application Secret created during registering the Collect application in Microsoft 365. For more information, see Accessing Microsoft 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 Collect. It also includes what can be searched within each data source. For more information on each data source types criteria, see Criteria.

Microsoft 365 OneDrive

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

Note: Relativity needs to be registered in Microsoft 365 before using this data source. For information on registering Relativity in Microsoft 365, see Accessing Microsoft 365 tenants.

Microsoft 365 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.

Microsoft collects cached contacts, which are not contacts the user implicitly creates in Outlook. These contacts aren't collected by Relativity.

Note: Relativity needs to be registered in Microsoft 365 before using this data source. For information on registering Relativity in Microsoft 365, see Accessing Microsoft 365 tenants.

Microsoft 365 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: Relativity needs to be registered in Microsoft 365 before using this data source. For information on registering Relativity in Microsoft 365, see Accessing Microsoft 365 tenants.

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

Microsoft 365 Outlook mailbox

Relativity collects all items in visible folders within Outlook's inbox and custom folders.

Relativity Collect differs from collections run in Microsoft's Security and Compliance Center. One difference is that Relativity collects visible folders within Outlook's inbox folder and custom folders. It doesn't include conversation history, notes, or tasks. Another difference is the separation of calendar items and outlook contacts. Microsoft combines those two items with the Outlook mailbox. Relativity separates them into different data sources. For more information, see Microsoft 365 Outlook Contacts and Microsoft 365 Outlook Calendar.

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

Note: Relativity needs to be registered in Microsoft 365 before using this data source. For information on registering Relativity in Microsoft 365, see Accessing Microsoft 365 tenants.