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Bloomberg Chat and PChat

Collect Bloomberg Chat and PChat messages via Relativity Collect.

  1. Overview
  2. Versions Supported
  3. Activities Captured
  4. Metadata
  5. Document View
  6. Data Filtering
    1. Collect
    2. Data source

Overview

Deployment option B, depicted below, is required to use these data sources.

Versions Supported

We support 1.3 as well as the latest 1.9 version.

Activities Captured

The following activities are captured:

  • Attachments (.att)
  • Disclaimers (.dscl)
  • Instant Bloomberg Messages (Chat & PChat) (.ib)

Metadata

In addition to standard metadata populated during extracting data, the O365 Teams Data Source captures the following ones:

  • DATE - start date of a chat or start date of a slice in the chat split into slices.
  • SUBJECT - friendly name of the team and channel.
  • FROM - the first person to send a message in that respective slice.
  • TO - chat attendees.
  • CONVERSATION-ID - the unique identifier. When creating a Data Mapping, set “Read From Other Metadata Column” to Yes.
  • X-RSMF-EndDate - end date of the chat / slice. When creating a Data Mapping, set “Read From Other Metadata Column” to Yes.
  • X-RSMF-MessageCount - number of messages in the chat / slice. When creating a Data Mapping, set “Read From Other Metadata Column” to Yes.
  • X-RSMF-AttachmentCount - number of attachments in the chat / slice. When creating a Data Mapping, set “Read From Other Metadata Column” to Yes.

Document View

Bloomberg Chat messages are captured as RMFS (Relativity Short Message Format) files. Relativity has created a Viewer experience to help reviewing RSMF data. See Relativity Short Message Format for more details.

Data Filtering

There are two levels of filtering data, which are the same for Bloomberg Mail (via Collect):

  • Data Source - Data is being filtered according to specified Monitored Individuals (MI). No filter is applied at the message level. So, if MI exists in a channel, we will ingest the whole conversation for a given slice. If the conversation does not have any MIs in participants for that day, we do not ingest conversation at all.

  • Data Batch - Only messages with data for the date that matches Data Batch collection period will be captured. For example, a message that has been exported for 10/1/2021 will be captured by the Data Batch that has collection period from “10/1/2021 00:00” to “10/2/2021 00:00”.

## Authentication Obtain the following information about the Bloomberg SFTP server:

  • Host name and Port number
  • Username and password

If Bloomberg messages are encrypted, then obtain the following information:

  • PGP Key (Private Key is required)
  • Passphrase (used to encrypt/decrypt PGP key)

## Setup in Trace

The following sections provide the steps for installing Collect and configuring the data source.

Collect

Prior to creating the Data Source, install the Collect application and configure the appropriate instance settings by following the Using Relativity Collect page.

Data source

Most parameters work the same for all Collect Data Sources. Follow the instructions from common_collect_data_source_functionality section.

Bloomberg specific parameters:

  1. On the General tab, select Bloomberg Chat for the Data Source Type.

  1. On the Credentials tab, do the following:

  • Username - enter the SFTP username.
  • Password - enter the SFTP password.
  • PGP Key - enter the PGP Key used for message encryption.

For instance, if the PGP/GPG key looks like below:

-----BEGIN PGP PRIVATE KEY BLOCK-----
lQdGBGKRw94BEADeO1Fle0W0lqki3DyVDOfVcHXRzWl6TpVxlZO7mxLYDp/myUzK
1txcDvMzF506zK6cmeIkanpDkWjoVP6kpopRbQfhF9UMNUURPw416ORhxiQ4eDX2
W6Tf7Sxgjm/jI9RAooXT938DbKRPcIgRL5nLuaQXvL7WxZVa2Y6jyxt1uG9w7ZUQ
WEMqau6d3+B6q+g0WZg2tPkmQI84LCGio3uo/WpjjLWdOeUJjB/rR+3bFwxNOCCwX
...
CCZ0nburBylUt7VEjjvIuMWsaCC3GYhjvM8owUExAGrns4+FHeGQ6wmtVRH/Ekqf
3GIW6fh0/KXLsDhNnG2ZA+doI0Eg6j4UGZQMFkdmeYlL+6xlE28SWxFY4JZ79NBo
j5r+T+V2idFXxw==
=pDiN
-----END PGP PRIVATE KEY BLOCK-----
-----BEGIN PGP PUBLIC KEY BLOCK-----mQINBGKRw94BEADeO1Fle0W0lqki3DyVDOfVcHXRzWl6TpVxlZO7mxLYDp/myUzK
1txcDvMzF506zK6cmeIkanpDkWjoVP6kpopRbQfhF9UMNUURPw416ORhxiQ4eDX2
W6Tf7Sxgjm/jI9RAooXT938DbKRPcIgRL5nLuaQXvL7WxZVa2Y6jyxt1uG9w7ZUQ
WEMqau6d3+B6q+g0WZg2tPkmQI84LCGio3uo/WpjjLWdOeUJjB/rR+3bFwxNOCCw
...
h/67uxBLZP9BEyk+UYsIJnSdu6sHKVS3tUSOO8i4xaxoILcZiGO8zyjBQTEAauez
j4Ud4ZDrCa1VEf8SSp/cYhbp+HT8pcuwOE2cbZkD52gjQSDqPhQZlAwWR2Z5iUv7
rGUTbxJbEVjglnv00GiPmv5P5XaJ0VfH
=D22y
-----END PGP PUBLIC KEY BLOCK-----

Only text between BEGIN PGP PRIVATE KEY BLOCK and END PGP PRIVATE KEY BLOCK needs to be entered:

lQdGBGKRw94BEADeO1Fle0W0lqki3DyVDOfVcHXRzWl6TpVxlZO7mxLYDp/myUzK
1txcDvMzF506zK6cmeIkanpDkWjoVP6kpopRbQfhF9UMNUURPw416ORhxiQ4eDX2
W6Tf7Sxgjm/jI9RAooXT938DbKRPcIgRL5nLuaQXvL7WxZVa2Y6jyxt1uG9w7ZUQ
WEMqau6d3+B6q+g0WZg2tPkmQI84LCGio3uo/WpjjLWdOeUJjB/rR+3bFwxNOCCwX
CCZ0nburBylUt7VEjjvIuMWsaCC3GYhjvM8owUExAGrns4+FHeGQ6wmtVRH/Ekqf
3GIW6fh0/KXLsDhNnG2ZA+doI0Eg6j4UGZQMFkdmeYlL+6xlE28SWxFY4JZ79NBo
j5r+T+V2idFXxw==
  • Passphrase - enter the PGP Passphrase used for message encryption.
  1. For the Data Source Specific Fields section, do the following. For more information, see Common Collect Data Source Functionality.

  • Host - enter the SFTP location.
  • Path - enter the folder path on the SFTP.
  • Port - the TCP port number. Default value is 22.
  • Use PGP Encryption - select this check box to decrypt a source file with the PGP Key and PGP Passphrase; otherwise, leave it blank.
  • Frequency in Minutes - enter 1440.
  • Max Number of Batches To Merge - enter 1.
  • Collection Period Offset in Minutes - enter 1440.