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1

Browse to Rampiva Automate.

2

Select the Settings tab.

3

Select the Authentication Services tab.

4

Click Add+ Microsoft Authentication Service.

5

Name the service Microsoft 365 - example.com, where example.com is the name of your domain.

6

Select the environment Microsoft Commercial.

7

Fill out the Tenant, Client ID and Client Secret with the values recorded from the previous section.

8

Leave the Enable Authentication option enabled.

Note

Leaving the option on will allow any Microsoft 365 user to log in to Rampiva Automate. Disable this option if that is not the intent of this service.

9

Check Synchronize Users option.

10

Click Add Service.

11

Select the Third-Party Services tab.

12

Click Add+ Microsoft Purview Service.

13

Name the service Microsoft 365 - example.com, where example.com is the name of your domain.

14

Set the authentication Scope to either:

  • Service, to allow all Rampiva users to share the Purview Service credentials, or

  • User, to require each Rampiva user to log in to Microsoft Purview with their own Microsoft account.

15

Select the authentication Service Microsoft 365 - example.com create previously.

Note

This download method requires the configuration steps described in section B in this article.

16

Enable the option Use Purview Download.

17

Click Add Service.

18

When prompted to sign-in with the Purview eDiscovery Manager account, sign in with a user account that has eDiscovery Manager permissions.

Info

Depending on your single-sign on settings, you might be prompted to sign in twice, once to obtain the access token for the Purview management commands, and a second time to obtain the access token for the Purview download operation.

19

Expand the Log section to confirm that the authentication was successful and that no warning messages are shown.

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D. Run a Test Collection

1

Browse to Rampiva Automate.

2

Open the Jobs - Purview tab.

3

Click Add + Purview Job.

4

Select the Internal - Lab client, and the Testing matter and click Next.

5

From the Purview library, select the Apply Hold and Collect Locally workflow and click Next.

6

Select an Execution Profile and a Resource Pool.

7

Scroll to the bottom of the page and confirm the Purview Service and Download Location and click Next.

Info

The parameter {job_id_short} will get evaluated to the job ID once the job starts.

8

Select the option to Create new Purview case.

9

Name the case Test Rampiva Purview setup and click Next.

10

Add a custodian using the + button and click Next.

11

Add a non-custodial data source using the + button and click Next.

12

Leave the default search options and click Next.

13

Leave the default review set options and click Next.

14

Leave the default export review set options and click Next.

15

Leave the default export review set options and click Next.

16

Confirm the Job settings and click Submit.

17

Monitor the progress of the Job in the Workflow section.

18

After the Job completes, the data will be available in the base data folder configured in the execution profile, by default C:\Data\Purview\Export a1a1a1a1.

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