

This document contains step by step guidance to setup Collect in your workspace to collect data from various cloud-based data sources.
For the Collect quick reference in a .pdf file, see Relativty Collect Quick Start Guide.
The Collect application is available to all the RelativityOne clients to download and install from the Application Library.
To install the workspace in specific workspace:
Collect currently supports the following cloud-based data sources. Each data source requires specific configuration information that needs to be obtained from your data source administrator. This information is used for setting up the data source in Relativity in the next step.
Based on the data source you intend to collect, please obtain the corresponding pieces of information from your data source administrator.
Sr | Data Source | Required configuration information |
---|---|---|
1 | Microsoft 365 Mail |
|
2 | Microsoft 365 OneDrive | |
3 | Microsoft 365 Contacts | |
4 | Microsoft 365 Calendar | |
5 | Microsoft 365 Teams | |
6 | Microsoft 365 Archived Mail | |
Microsoft 365 SharePoint | ||
7 | X1 Emails |
|
8 | X1 Files | |
9 | Slack |
|
10 | Google Mail |
|
11 | Google Chat | |
12 | Google Drive | |
13 | Google Groups | |
14 | Bloomberg Chat |
|
15 | Bloomberg Email | |
16 | Box |
|
17 | iManage |
|
18 | Refinitiv Eikon |
|
19 | ChatGPT |
|
20 | Cellebrite |
|
Setting up Relativity involves setting up an entity, a collection source, and a matter
Entities can be set up manually or with the
To set up entities manually:
The collection source needs to be setup for each data source individually. Following the set up any number of Entities in that Domain can be collected.
To set up Collection Source Instance:
Repeat the process for other data sources requiring collection.
Please note that this collection matter is different than the matters we use when setting up new workspaces. This collection matter is specifically used in the context of the Collect app within the current workspace only.
To set up a new collection matter:
Following the completion of the previous steps we are ready to kick off the collection job using the Collection wizard.
There are additional fields like Job Number, Description, and others that can be helpful to make notes or store additional info related to the collection.
Select the data sources that you would like to Collect the data from and click Next.
Select all entities that you would like to Collect the data for from all the above selected data sources and click Next.
Each of the selected data sources will be presented in the right pane. Sequentially configure the filtering criteria for each of the data sources and click Next.
For Microsoft 365 data sources, the system internally uses Microsoft’s Graph API. Thus, the filtering options are restricted to only those options that are supported by the Graph API.
For the Slack data source, applying Start and End date criteria is mandatory.
For X1 and Google data sources, setting criteria is not required. However, there are various options for culling the data before starting the collection.
For Bloomberg, Box, and Refinitiv Ikon data sources, setting the start date and end data criteria is not required.
For iManage data sources, setting criteria is not required. If you have not selected criteria, all results will be collected by default.
The Summary page provides key information about the number custodians, data sources with and without filtering criteria, and the estimated targets the system is going to generate.
Confirm the numbers match your configuration, then click Generate Targets.
The system will generate individual targets for each data source per custodian.
On successful completion of the process a table with list of entities and data sources will be presented with “1” each successfully generated custodian-data source pair. Any targets that failed generation will highlight 0 in red. Common causes of failures can include:
After correcting any errors, regenerate the targets and confirm the number of Targets generated correctly.
Click View Collection Details.
Verify all the Collection Details, including the Custodians and Data Sources attached to the current Collection Job.
Click Start Collection to initiate the collection job.
You can monitor existing collection jobs and report on completed jobs.
To monitor the Collection progress, navigate to Collect > Monitor tab. The Monitor tab displays all the Queued, In Progress, and Completed jobs over the last 24 hours.
To access the Collection report, open the completed collection Job.
If you encounter any issues in following the above steps, please reach out to us at Relativity Support.
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