Cloud Connector: How do I send Microsoft 365 Data directly to CloudNine Review?

A downloadable version of this article is available here. 

About CloudNine’s Cloud Connector

CloudNine Cloud Connector automates the extraction and upload of Microsoft 365 data directly into CloudNine Review. By eliminating the need for PST generation and manual downloads, it ensures a faster, more secure data transfer process.

Prerequisites

• Registered Application in Microsoft Entra ID with Microsoft Graph API permissions.
• Connector established in CloudNine Review.
• CloudNine Discovery Portal downloaded and installed locally.
  • https://install.ediscovery.co/.

CloudNine Discovery Portal

The CloudNine Discovery Portal bridges Cloud Connector and CloudNine Review, providing the essential configuration for seamless data uploads. This guide covers the specific steps required to establish your connection and initialize the transfer process.

Step 1: Welcome to CloudNine Discovery Portal

When you launch CloudNine Discovery Portal, you are presented with the Welcome to CloudNine Discovery Portal screen.

1. Beneath Select Data From: choose Cloud Connector.
2. Under Review Data Using, CloudNine Review is automatically selected.
3. Click Continue.
4. You are prompted to Log In to CloudNine. Enter the Email address you use for CloudNine Review, then click Continue and enter your Password for CloudNine Review. Verify using the two-factor authentication method you have implemented for CloudNine Review.
5. The What kind of cloud data are you Uploading? prompt appears. Choose Microsoft 365, then select the Connection from the drop-down menu list of active CloudNine Review connectors and click OK.
   
6. You will now sign in to Microsoft. Enter the Microsoft login credentials linked to the Registered App set up in Microsoft Entra ID for the third-party connection.
   

Step 2: Cloud Connector to Review – CloudNine Case

You have selected the Cloud Connector to CloudNine Review workflow. You logged into CloudNine Review, selected the cloud data (Microsoft 365) and Connector, and connected to Microsoft. You are now on the Cloud Connector to Review, Select a CloudNine Review Case.

1. Type the required Upload name.
2. Select an existing CloudNine Review project from the Case Name The selected project is highlighted, and a check mark appears under Selected.
   1. If this is a new project, select Create Case to open the Create New Case Enter a Case Name, select the Time Zone, then click Create.
   2. The new case appears italicized in the Case Name list and is selected by default. This case is not created in CloudNine Review until the data upload is complete.
3. Click Next to proceed to the next screen.

Step 3: Cloud Connector to Review – Configure Connector

On this screen you will select and configure the data to collect and transfer to CloudNine Review. 

1. Select/Create Custodian: Choose how the custodian field is populated in CloudNine Review. There are two options: Name or Custodian ID.
2. Collection Options: Choose the data you wish to upload: Calendar items, Email, and/or One Drive.
3. Filter by Date: Enter a Start and End date range for email and calendar items to only send data that fall within the date range selected.
4. Password List: Browse to select a text (.txt) file of known passwords used for the selected accounts. The text file should contain one password per line.
5. Select the accounts: Choose the account(s) you wish to collect from Microsoft 365 and upload to CloudNine Review.
6. Select Next.

Step 4: Cloud Connector to Review - Upload

You are on now on the Confirm & Upload screen. This is the final screen to review the data and configuration settings you are uploading from and the CloudNine Review project you uploading to. Select Back to return to the previous screen(s) and make any changes. When you are ready, click Start Upload to begin the upload process. 

Monitoring the Upload Progress

The data collection and transfer from Microsoft 365 to CloudNine Review. The Global Monitoring Console in CloudNine Discovery Portal and CloudNine Reviews Discovery Queues can be used to monitor the upload progress.

Global Monitoring Console

CloudNine Discovery Portal’s Global Monitoring Console provides a complete status when the connection between Microsoft 365 and CloudNine Review is made. Each Selected Account is treated as its own source. In Card View, you will see a card for each selected custodian account. A complete status (green check) indicates the connection has been made and the data transfer is being uploaded to CloudNine Review.

CloudNine Review – Discovery Queue

CloudNine Discovery Portal has completed the connection and initialized the data transfer. Login to CloudNine Review to continue to monitor the progress through Org Discovery Queue or My Discovery Queue.

To open either Discovery Queue:

1. On the My Projects page, select the Training & Support
   1. My Discovery Queue: Monitor uploads and processes you have initiated.
   2. Org Discovery Queue: If you are a global admin in CloudNine Review you can monitor uploads and other processes for all projects.  

You can begin reviewing data in CloudNine Review as soon as one of the selected accounts shows Finished in the Status column.