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Data Management Specialist > Week 1 - Collect > Flashcards

Week 1 - Collect Flashcards

1
Q

Collect is an easy to use application for collecting your custodian’s data in what platforms?

A

Bloomberg, Box, Google Workspace, iManage, Microsoft 365, Refinitiv Eikon, Slack messages, and X1

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2
Q

What is Relativity Collect?

A

An application built on top of the Rel platform
Provides workflow for managing collections of data from cloud sources
Supports collections from Office 365 directly into RelOne

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3
Q

What is a Custodian Target?

A

It’s a combination of a custodian and data source. It is an endpoint from which Collect can connect to and collect from. For example, a custodian’s Microsoft Outlook account is a custodian target.

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4
Q

T/F: The custodian and their primary email address also needs to be associated to the data source.

A

True

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5
Q

T/F: When the primary email address field for a custodian is present, Collect will auto-generate the required targets for each data source while setting up a collection job.

A

True

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6
Q

Data Source locations are either of the FF:

A

Google Workspace, Microsoft 365, Slack, or X1

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7
Q

Allows you to define where and how you pull data from a communication channel. Stores the configuration necessary to retrieve data from a communication channel, process that data, and ingest it into Collect.

A

Data Source

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8
Q

What needs to be created in order to manage Google APIs?

A

Google Cloud Project

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9
Q

What are the required APIs that need to be associated to the Google Cloud Project?

A

Google Vault API
Admin SDK API
Cloud Storage API

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10
Q

How do you access Google Cloud’s API Library?

A

In Google Cloud Console - navigate to APIs and Services > Library

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11
Q

What user type do you need to choose during OAuth2 setup?

A

User type - Internal

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12
Q

What should you enter as authorized domain during OAuth2 setup?

A

relativity.one

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13
Q

What scopes do you add for google cloud?

A

https://www.googleapis.com/auth/ediscovery

https://www.googleapis.com/auth/devstorage.read_only

https://www.googleapis.com/auth/admin.directory.user.readonly

https://www.googleapis.com/auth/admin.directory.group.readonly

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14
Q

What are the Google Workspace account setup steps?

A

Create a Google cloud project
Enable required APIs for the project
Setup OAuth2 consent screen
Create credentials
(Optional) Setting reauthentication policy

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15
Q

What user accounts/roles does Google workspace require?

A

Admin role for Vault API
Admin role for the User Accounts Listing
Admin role for the Groups Listing

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16
Q

What step do you need to complete after creating roles?

A

Enable required Privileges

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17
Q

What Scope of role should be assigned to your admin roles?

A

All organizational units

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18
Q

Privileges needed for Google - Relativity Collect Admin role

A

Services - Google Vault > Manage Matters

Services - Google Vault > Manage Searches

Services - Google Vault > Manage Exports

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19
Q

Privileges needed for Google - Users Reader for Collect Admin role

A

Admin API privileges - Users > Read

20
Q

Privileges needed for Google - Groups Reader for Collect Admin role

A

Admin API privileges - Groups > Read

21
Q

(Google) What is an optional step that restricts RelOne’s collections only to the selected Custodians?

A

Creating an organizational unit

22
Q

Which button do you click within the Collect application to create a data source?

A

Collection Admin > New Collection Source Instance

23
Q

What item’s do you need to copy from Google’s OAuth2 credentials page in order to setup a Google data source?

A

Client ID
Client Secret

24
Q

What can be used to setup other Google Workspace data sources without the need to create new OAuth2 credentials?

A

Refresh Token

25
Q

(MS 365) T/F Relativity can collect inactive employee mailboxes

A

False

26
Q

(MS 365) Where can you register Rel Collect?

A

Azure Portal or Microsoft App Registration Portal

27
Q

(MS 365) What does the Microsoft 365 admin create when registering Rel Collect? This is used to configure data sources in Collect and provide access to the Office 365 tenants

A

Microsoft Application ID and secret

28
Q

(MS 365) T/F The person completing the application registration process needs to be an Azure Administrator with sufficient privileges.

A

True

29
Q

(MS 365) Under API Permissions > Add a permission > Microsoft Graph - which Application Permissions should you add?

A

Calendars.Read
Contacts.Read
Files.Read.All
Mail.Read
Sites.Read.All
User.Read.All

30
Q

(MS 365) What’s the maximum expiration time frame for client secrets?

A

24 Months

31
Q

(MS 365) How do you revoke application access?

A

https://portal.azure.com - go to Enterprise Application, All Application - locate app, press the app link and delete

Can also be revoked using Powershell

32
Q

(MS 365) To connect Relativity to a Microsoft OneDrive data source, you need to gather and enter the information for the following fields:

A

Domain—enter the Domain name of the Microsoft 365 tenant you intend to collect from.

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.

33
Q

(Slack) The Slack organization must be on this plan in order to gain access to the Discovery API.

A

Enterprise Grid plan

34
Q

T/F: For a customer’s organization to access the Discovery API, an org owner needs to email exports@slack.com and say you’d like to “enable the Discovery APIs for organization xyz.” Slack will promptly enable access after verifying the email address matches an owner of the org.

A

True

35
Q

T/F: You can use the access token in multiple workspaces in order to have these workspaces gain access to the same slack environment/org

A

True

36
Q

(Slack) When configuring the data sources, which field is required only when you select a calendar source?

A

Operator (eg equals, contains, greater than, less than)

37
Q

(Slack) Can you collect Archive Slack channels? Can you collect deleted Slack channels?

A

Yes, No

38
Q

(MS 365 Outlook) To allow Relativity Access - you must first register the application in Microsoft 365. Where do you register the application permissions?

A

Azure Portal

39
Q

What do you need to do prior to beginning a collection?

A

Create a collection job > associate it with a specific matter, custodians, and one or more data sources.

40
Q

What can you use to add custodians, data sources and other information?

A

Collect Wizard

41
Q

Clicking ____ will check to see if targets exist for the custodians you have selected for collection.

A

Generate Targets

42
Q

Preview - you can see the estimated number of discovered items and collection size for each custodian target. The Preview option is only available to collections for:

A

Microsoft 365 Outlook mailboxes, calendars, contacts and OneDrive.

43
Q

This report includes the target, target status, number of items collected, and the collection size. This report groups data by custodian.

A

Collection Summary Report

44
Q

This report includes 2 files: the first file includes the successfully collected results of all items and their metadata. The second file includes the errored collection data. The error file includes as many of the items and as much of the items’ metadata as it can.

A

Collection Details report

45
Q

Report file that contains a list of all individual items collected. These items include emails, files, or other data. It contains all of the associated metadata for each item. This report is a CSV file download if data is collected from Bloomberg, Box, iManage, Microsoft, Refinitiv Ikon, Slack, or X1 targets. It is an XML file download if the results are collected from a Google target.

A

Results Report

46
Q

Tab where you can monitor pending, running, and completed collect jobs. Only tracks collect jobs from the last 24-hour time range.

A

Monitor

Data Management Specialist (3 decks)

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