COLLECT

Question 1

Purpose of Collect

Answer 1

Manages custodians that have an associate data source

Question 2

Custodian Target

Answer 2

Combination of a custodian and data source
End point from which Collect can connect to and collect from.

Question 3

Custodian’s Microsoft Outlook account

Answer 3

Example of Custodian Target

Question 4

Collect from Custodians

Answer 4

Entities either have to exist, be created, or be imported in Relativity

Question 5

Relativity Object used to store Custodian information

Answer 5

Entity Object

Question 6

Collect Data Source Locations

Answer 6

Google Workspace, Microsoft 365, Slack, or X1

Question 7

Requirement to associate to the data source

Answer 7

Custodian name (Full Name) and their primary email address

Question 8

When primary email address field for custodian is present –

Answer 8

Collect will auto-generate the required targets for each source while setting up a collection job

Question 9

Collect Custodian View

Answer 9

Used to create Entity

Question 9

Custodian targets can still be generated manually. (True or False)

Answer 9

True
(via) Entities tab

Question 10

You cannot add custodians to Collect at different times throughout the collection process. (True or False)

Answer 10

False

Question 11

Different ways to populate entity list

Answer 11

Integration Points
Import/Export
Manually

Question 12

Required fields to create Custodian

Answer 12

First Name,
Last Name and
Type (Person)

Question 13

Entity Views

Answer 13

Custodians - Legal Hold View
Custodians - Processing View
Custodians - Collection View

Question 14

Fields in Collection Custodian layout

Answer 14

Custodian Type: Person or Other
First Name
Last Name

Question 15

Email address must match the email address within the connected data source. (True or False)

Answer 15

True

Question 16

Full Name field

Answer 16

Only available when custodian Type = Other

Question 17

You can only collect electronic data from custodians who are individuals (True or False)

Answer 17

False;
You can collect electronic data from BOTH custodians who are individuals or entities involved in a legal action or case.

Question 18

What type of Electronic Data Sources can be collected?

Answer 18

Custodian’s computers, external hard drives, network drives, and other sources

Question 19

Can you perform multiple collections (gmail,outlook,googlechat, etc) from a single custodian?

Answer 19

Yes, by creating separate Custodian Targets

Question 20

How to perform multiple collections on single custodian?

Answer 20

Enter the Name of the custodian target.
Click Select to select available custodians. If the custodian does not exist, click Add and complete additional steps.
Click the Data Source drop-down menu to select a data source.
Enter the custodian’s email address in the Target field.

Question 21

How to avoid duplicate custodians i.e., a custodian with multiple emails?

Answer 21

Link a second custodian target to the same entity. To make a second custodian target for the same entity, you will need to create another target.

Question 22

How to generate Custodian targets automatically?

Answer 22

Using the Collect wizard. At Step 4, click Generate Targets.
If target does not exist, Collect creates them based on email address in the Entity Details in each Custodian

Question 23

If an invalid custodian target is created manually, the auto-generation of custodian targets removes the invalid custodian target. (True or False)

Answer 23

False.
The invalid custodian target needs to be removed manually.

Question 24

Where can I see any errored targets?

Answer 24

Collection Summary step or on the Status Summary tab

Question 25

How to deleted Custodian Targets?

Answer 25

click the data sources checkbox and use the Delete mass operation

Question 26

Trying to delete a custodian target before removing a custodian will result in an error.

Answer 26

True

Question 27

To remove any custodian target, the custodian first needs to be removed from the collection, or collections. (True or False)

Answer 27

True

Question 28

Collect Data Source Types

Answer 28

Bloomberg Chat, Box cloud storage, ChatGPT, Google Workspace - Chat, Drive, Gmail or Groups iManage - document and Email management application Microsoft 365 - OneDrive, Outlook, SharePoint, Teams Refinitiv Eikon Slack X1

Question 29

Collection Process

Answer 29

1. Configure data source an create Custodian Targets 2. Retrieve data from a communication channel 3. Process the data 4. Ingest it into Collect

Question 30

Data sources need to be set up in a workspace before running Collections (True or False)

Answer 30

True

Question 31

Where to create, edit, and remove data sources from your workspace?

Answer 31

From Collection Admin tab.

Question 32

Collect automatically collects any data that is preserved due to an in-place hold or litigation hold.

Answer 32

Data on a hold is stored in a preservation library and separate folders.

Question 33

Is it possible to collect data placed on a preservation hold through Relativity Legal Hold?

Answer 33

Yes

Question 34

Relativity verifies the parameters and connectivity t Microsoft 365 data source.

Answer 34

If successful, the data source is saved If the connection fails, a message in the UI will indicate that the connection failed. If verification fails, verify that the values are correct.

Question 35

Microsoft 365 OneDrive

Answer 35

select to collect data from OneDrive accounts. Unable to collect from inactive employee sites. The Graph API does not support access to inactive user accounts.

Question 36

Microsoft 365 Outlook

Answer 36

select to collect data from Microsoft's email application. You can choose archived mailbox, calendar, contacts, and mailbox. Inactive employee mailboxes are included with mailbox collections.

Question 37

Microsoft 365 SharePoint

Answer 37

select to collect data from Microsoft SharePoint sites.

Question 38

Microsoft 365 Teams

Answer 38

select to collect data from Microsoft's short-messaging application. This data source is only available for commercial, Microsoft 365 tenants. Requires enhanced licensing (E5) and access to Microsoft Protected APIs.

Question 39

Slack

Answer 39

select to collect data from an organization or custodian's Slack profile. To get the steps to gather the temporary code and access token,

Question 40

X1

Answer 40

select to collect data from a custodian's emails or files stored in an X1 endpoint. Requires separate licensing, configuration, and training through a third party.

Question 41

Relativity collects Google Drive data using the Vault API. (True or False)

Answer 41

True

Question 42

Collection of Google Calendar is currently supported. (True or False)

Answer 42

False. Its currently unsupported.

Question 43

Google does not have a date range limitation.

Answer 43

We recommend limiting the date range of the collection. Extended date ranges can increase collection time and potentially create issues.

Question 44

Where to create a Google Cloud project

Answer 44

on Cloud Resource Manager page

Question 45

Google Workspace account setup

Answer 45

Creating a Google Cloud project Enable required APIs for the Project Setup OAuth2 consent screen Create credentials Setting reauthentication policy

Question 46

Google Workspace user account setup

Answer 46

Create admin role for Vault API Create admin role for the user accounts listing Create admin role for the groups listing Enable required privileges

Question 47

Restricting collections to the selected user accounts

Answer 47

Create an organizational unit Scope user privileges to the organizational unit

Question 48

Creating the data source

Question 49

Configuring the data source

Question 50

Criteria for Google Groups

Question 51

Criteria for Gmail

Question 52

Criteria for Google Drive

Question 53

Criteria for Google Chat

Question 54

Troubleshooting

Question 55

Where can I see pending, running and completed collect jobs?

Answer 55

Monitor tab

Question 56

The Monitor page only tracks collect jobs from the last 48-hour time range. (True or False)

Answer 56

False. The Monitor page only tracks collect jobs from the last 24-hour time range.

Question 57

Monitor Tab > Queued column

Answer 57

Lists the created collect jobs that have not started

Question 58

Monitor Tab > Running column

Answer 58

Lists collect jobs in progress and with their current progress displayed in a status bar.

Question 59

Monitor Tab > Completed column

Answer 59

Lists collect jobs completed successfully, completed with errors, the amount of data collected, and the elapsed time.

Question 60

If you've developed and used a new data source plugin using the Collection API, the Targeted Collection Activity Report reports on the new data source or sources accordingly.

Answer 60

True

Question 61

Where can you generate the Collect Reports?

Answer 61

From Collection Console