Relativity Collect Flashcards
Collect Overview
Application for collecting custodian’s Google Workspace data, Microsoft 365 emails and documents, Slack messages, and X1 emails
Creating a collection
- Click “Collections” sub-tab
- Click “New Collection”
- Complete the steps in the Collect Wizard
- click Run Collection in console
Using the Collect Wizard
- Collection Details
- Custodians
- Configure Data Source
- Collection Summary
Collection Details
Name Collection matter - Edit or Add Processing Source Location ZIP Collected Files - toggle to compress all collected data into Zip64 containers Zip Password Job Number Description Receive Progress Notifications Notification Address Data Source Type
Custodians
- Use column filters to locate custodians
- Click a check box next to a custodian
- Add select custodians or bulk add all custodians
- Click “NEXT”
Configure Data Source
Data Source Criteria - add criteria to collect specific data
Collecting Preserved Files - no extra steps need to be taken to collect preserved files as they are automatically included in the collection
Data Source Criteria
Select and unselected tabs - choose data sources to collect from
Field - choose the field to filter on (only required when a calendar source is selected)
Operator - equals, contains, greater than, less than
Value - enter value in selected field
e.g. “Email To” Contains “Barry”
Click “Add Criteria” - each separated by an “AND” operator
Leave data source criteria empty to collect all data from the sources
Collection Summary
If targets weren’t created, click “Generate Targets” - will check to see if they exist and automatically create targets base don email address
View Collection Details
Collect Console
Start Collection Generate Targets Stop Collection Retry Collection Create Processing Job Clone Collection
Storing Collected Data
If selected “Yes” to Collect Files in ZIP - compressed folders separated by the custodian target
Folders will split when reaching set size
Can be secured with a password
Data can be exported with the RelativityOne Staging Explorer
Viewing Collected Data - Modified Path or File Name
Path names - 260 character limit, if truncated path name already exists, will add a version number
File names - modified if documents have been deleted form a SharePoint or OneDrive for Business site that’s been placed on a preservation hold
Generate Targets
Retrieve all known Collect targets based on the custodians and data sources selected (Google Workspace, Microsoft 365, X1)
Start/Stop Collection
Click to initiate the collect project, or to end the collection project that is currently running (will prompt a pop-up message)
Retry Collection
Available when a collect job doesn’t complete because of errors
Create Processing Job
Create a processing set from the collected documents from the data sources. These are in the Processing Source Location set in Collection details
Select a Processing Profile, with the option to “Clone Profile”, then click “Submit Collection”