Cloud uploads transfer documents directly through integrations, saving you time and effort.

ℹ️ In this Article:


How to start a Cloud Upload

  1. Go to your Project's Uploads page

  2. Click Create New Upload

  3. Choose Cloud Upload from the drop-down menu

  4. Choose a cloud provider from the list

You'll be guided through the steps to complete your integration.


Slack

ℹ️ Slack Summary:

Connect With Slack Discovery Integration

This feature is available on Subscription plans.

Setting Up: If you are an administrator of a Slack instance on Slack's Enterprise Grid, you will have the ability to establish a direct cloud integration between Slack and Logikcull. Here are instructions for exporting your Enterprise Org from Slack. 🔗

  1. From your project's Upload page, click "New Upload" and select Cloud Upload > Import from Slack

  2. A window will appear. Click Select next to the "Connect with Slack." option.

  3. A separate window will appear asking you to sign into your Slack Organization and grant permission for Logikcull to access data. Click Allow.

  4. Close the login window.

  5. You can now import data directly from Slack by following the prompts.

Importing Slack Data into Logikcull

Slack attachments

ℹ️ This feature is available to subscription accounts using our Slack Discovery API integration. Attachments are unavailable for "Drag-n-Drop" uploads of Slack ZIP exports.

Logikcull supports the inclusion of attachments and documents embedded in Slack conversation threads as part of your Slack Discovery API integration.

When creating a Slack Discovery upload, simply make sure the "Attachments" box is checked:

Chats with attachments will receive a "Has Embedded Files" QC Tag. Attachments will receive a "Embedded Document" QC Tag.

When viewing a Slack message in the Document Viewer, attachments can be viewed and accessed in the Families section of the document information panel.

Manual Transfer from Slack

Exporting a Slack Workspace: Workspace Owners and Admins can export data from their workspace. Here are instructions for exporting from Slack. 🔗

  1. From your desktop, click your workspace name in the top left.

  2. Select Administration, then Workspace settings from the menu.

  3. Choose Import/Export Data in the top right.

  4. Select the Export tab.

  5. Click Start Export. Slack will send you an email once it's ready.

  6. Open the email and click Visit your workspace's export page.

  7. Click Ready for download to access the .zip file.

The .zip file will contain your message history (in JSON format) and file links from all public channels.

ℹ️ This is the file you should upload to Logikcull. It's important to keep the Slack upload you receive prior to uploading intact. Please do not modify the contents of original zip. Modified Slack zips will not upload correctly.

See Also - https://slack.com/help/articles/201658943-Export-your-workspace-data

Uploading your exported Slack zip archive into Logikcull:

  1. Start by navigating over to the Uploads tab in your Logikcull Project.

  2. Then select Create New > Cloud Upload > Import from Slack.

  3. Select Manual Transfer from Slack from the options.

  4. Drag and drop/browse for your zipped Slack archive.

  5. Assign the workspace (Custodian) name to the upload, and optionally assign a company name as well.

  6. Name the Upload.

  7. Select Start Upload!

Things to Note!

  • Each day of messages = 1 document. All documents are rendered to HTML and then to PDF for easy review, redacting, and downloading.

  • Edited and Deleted messages are captured and easily discovered. Search for "DELETED MESSAGE" or "EDITED MESSAGE" to find all messages that were edited/deleted.

  • All channel names are preserved and added to the file path (e.g. Slack.com\Workspace\SuperSecretChatRoom)

  • .Gif files are captured as Slack attachments only if the .gifs were downloaded and/or copied into the Slack message prior to sending. .Gif files sent via Slack's in-app configurations (e.g., Giphy) will not appear in Logikcull:

  • The folder structure must have the reference files on the root level or one level in. To clarify, for the following example, you can either select all > compress, or you can encase these files in a folder and compress that folder:

Chat Filters 👍🏽 🚀 👀 🔍

When you've uploaded chat metadata (for example, from Slack), chat filter facets are available in the filter carousel to quickly search and narrow down on relevant metadata.

Available filters include:

  • Chat Channel

  • Chat Direct Message (DM)

  • Chat Sender

  • Chat Reaction

Slack Discovery Integration FAQ's

What Slack plans will this integration work with?

This integration works with Slack Enterprise Grid plan.

What data is collected through this integration?

Messages and users in a Slack organization.

How does a user authenticate with Slack?

Logikcull uses the Slack API to access data in a customer’s Slack organization. Logikcull users creating a new Slack Discovery Upload must log in with Slack credentials. If the credentials are valid, Logikcull then asks for consent to access the Slack data.

At this time, we request consent for read-only access to the Slack organization’s user list, message data, and file data.

What permission does a user need to access the integration?

Logikcull app permissions - a Slack Org Owner needs to approve the Logikcull app (grant consent) to allow Logikcull to connect to the Slack organization.

Permission Details

The Logikcull app requests consent for the following permissions:

users:read

discovery:read

OAuth Scope

Description

Permissions to list users/custodians

users:read

View people in a workspace

Permissions to retrieve Slack message and file data

discovery:read

View all of the organization’s messages (including all private channels and direct messages), as well as the organization’s files

Full reference for Slack API scopes: https://api.slack.com/scopes

A guide to Slack Discovery APIs: https://slack.com/help/articles/360002079527-A-guide-to-Slacks-Discovery-APIs


Microsoft 365


This feature is available to customers on subscription plans.

ℹ️ In this section:

Setting up the integration

Just click on the Microsoft 365 icon under Cloud Upload, then log in to your account through Azure Active Directory.

Logikcull will automatically retrieve a list of users from whom to export data. From there, select a date range and upload.

FAQs

What version of MS365 will this integration work with?

This integration works with both E3 and E5.

What data is collected through this integration?

  • Email data is collected, including draft messages and attachments.

  • Notes and Tasks are not currently collected in this integration.

How does a user authenticate with MS365?

  • Logikcull uses the Microsoft Graph API (Application Programming Interface) to access data in a customer’s Microsoft 365 environment.

  • Logikcull users creating a new upload from Microsoft 365 must log in with Microsoft 365 (Azure AD) credentials.

  • If the credentials are valid, Logikcull then asks for consent to access the Microsoft 365 data.

  • At this time, we request consent for read-only access to the user’s Microsoft 365 profile information, user directory, and email data.

What permission does a user need to have to access the integration?

  • Logikcull app permissions - A Microsoft365 Admin needs to approve the Logikcull app (grant consent) within Microsoft365 to allow Logikcull to connect to the Microsoft365 environment.

  • Mailbox permissions - The Exchange Admin needs to grant the Logikcull upload user “Mailbox Delegation - Full Access” permissions for each mailbox from which you need to run collections. This allows a delegate to open this mailbox and behave as the mailbox owner.

ℹ️ Mailbox permissions are per mailbox and not part of a role within Microsoft365.

Permission Details

The Logikcull app requests consent for the following permissions:

openid

profile

email

offline_access

user.read

user.read.all

mail.read

mail.read.shared

Permission

Display String

Description

Admin Consent Required

Microsoft Account supported

Baseline Permissions to connect; manage tokens









email

View users' email address

Allows the app to read the users' primary email address.

No

No

offline_access

Access user's data anytime

Allows the app to read and update user data, even when they are not currently using the app.

No

No

openid

Sign users in

Allows users to sign in to the app with their work or school accounts and allows the app to see basic user profile information.

No

No

profile

View users' basic profile

Allows the app to see users' basic profile (name, picture, user name).

No

No











Permissions to list users/custodians









User.Read

Sign-in and read user profile

Allows users to sign-in to the app, and allows the app to read the profile of signed-in users. Also allows the app to read basic company information of signed-in users.

No

Yes

User.Read.All

Read all users' full profiles

Allows the app to read the full set of profile properties, reports, and managers of other users in your organization, on behalf of the signed-in user.

Yes

No











Permissions to work with Email data









Mail.Read

Read user mail

Allows the app to read emails in user mailboxes.

No

Yes

Mail.Read.Shared

Read user and shared mail

Allows the app to read mail that the user can access, including the user's own and shared mail.

No

No

Full reference for graph API permissions: https://docs.microsoft.com/en-us/graph/permissions-reference


Google Vault

This feature is available to customers on subscription plans.

ℹ️ In this section:

Setting up the integration

To enable the integration you will need to ensure the following:

  1. Google Vault is enabled on your Logikcull account.

  2. Google Vault API is enabled on your Google account.

  3. Access to your organization's Google Vault application is enabled.

Set up Vault Privileges:

https://support.google.com/vault/answer/2799699?hl=en&ref_topic=3209937

Allow an external user to access Vault:

https://support.google.com/vault/answer/3338258?hl=en&ref_topic=3209937

This integration allows your user to upload data to Logikcull from your organization's Google Vault. It does not grant Vault permissions or access to your Vault account via Logikcull to other members of your Logikcull account, regardless of their role in your Logikcull account.

Enabling the connection to GVault

From Logikcull's Upload page, choose Cloud Upload. Then chose "Import from Google Vault" from the list.

Next, you'll be prompted to select files to upload. Click the Google Vault icon.

You may be prompted to log in and authenticate with your chosen G Suite account. Please make sure to use the email address that has access to your organization’s Google Vault.

Next, you will be prompted to allow Logikcull to access your Google Vault account. Accept all settings and you’re good to go!

You’ll then be prompted to select a matter, export, and file you want to collect into Logikcull to begin uploading your G Suite data via Google Vault.

Troubleshooting the Google Vault integration

Resetting the connection

If you're experiencing problems, you may need to disconnect and re-enable the integration. You can do this by visiting your User Profile page and scrolling all the way to the bottom to 3rd Party Integrations, then clicking "Disconnect"

If you see the option to "Use new export", please make sure that the slider is turned OFF.

Understanding the access request

To activate the integration, Logikcull needs access to view the matters, exports, and files that you have access to. Once a file is selected, Logikcull will import the file you’ve selected to Logikcull for processing. Since Logikcull only has view-level permissions, Logikcull cannot make any changes to the data on the Google Vault side.

Who can use the integration?

Currently, only Logikcull subscription customers have access to this integration.

Google Vault uploads feature is missing or grayed out in Logikcull

Please contact support@logikcull.com to discuss getting this feature added to your account.

Will a keyword search return the entire email thread?

No. Keyword search results are narrowly-scoped only to the documents that contain the specific keywords, and not the entire email thread.

What if I can’t see the matter I’m trying to grab an export from?

Only open matters, in which a G Suite user is an owner or collaborator, will be available for selection within Logikcull. Only completed exports can be selected for upload to Logikcull.

Does Logikcull pull XML/CSV/Checksum files from GVault?

Not at this time. This data can still be downloaded via Google Vault and subsequently uploaded through the file upload route (e.g. drag-n-drop interface) in Logikcull.com.

What permissions does Logikcull require for my user?

Logikcull’s access to your Google Vault account is user-specific. The following permissions are bound by the access that you have been granted by your Google Vault administrator. Logikcull cannot use these permissions to access data or resources that your user cannot access.

Read: Everything that the user has permission to read in Vault

Write: As approved by the user for holds purpose

Routes Logikcull sees for write permissions:

  • get matters list

  • get exports for a matter

  • get single export

  • creates a matter

  • closes a matter

  • deletes a matter

  • get a single matter

  • get holds for matter

  • get a single hold

  • delete a hold

  • create a hold

  • update a hold

  • add users to a hold

  • remove users from a hold

How does the integration authenticate my user in Google?

A user must be authenticated by logging into their Google account when initiating an upload to Logikcull from their Google Vault account. During this process and OAuth token is passed to Logikcull. This token is encrypted and stored by Logikcull for authentication purposes for future upload actions that you may take. When the token expires or if the token is revoked by you or your Google administrator, you will need to re-authenticate when creating a new upload by repeating the process described in this guide above.

Troubleshooting Gmail Labels

How can I filter on labels associated with my emails?

Your emails must originate from a Google Vault export. For that, you first need to configure the Logikcull <> GVault integration, as explained in this article.

Next, you'll need to upload data from Google Vault through the integration. Once processed, you can have access to the Gmail Labels (and if applicable, any Sub-Labels) in the filter carousel.

What filters are available?

All the filters that a custodian has access to in her Gmail inbox will be accessible in Logikcull.

Can I review draft emails?

Draft emails can be particularly relevant to review. To filter on them, you first need to make sure they are imported in Logikcull by not excluding them when creating the export on Google Vault.

Once imported, you can filter on drafts by clicking on the Draft filter.

Keep in mind that draft emails are actually multiple versions of the same email: Gmail regularly saves a version of an email while the user is editing it.

Drafts are saved and accessible for review, whether the email is actually sent or not.

ℹ️ The Old version label is exclusively for old drafts. It denotes that there is either a newer draft or a sent version of the email


💡 Idea: you can use the SimDocs feature to easily navigate through multiple drafts of the same email and easily see what changed between multiple versions.


Box

In this article:

FAQs

What Box plans will this integration work with?

This integration works with all Box plans.

What data is collected through this integration?

Files in a Box account.

How does a user authenticate with Box?

  • Logikcull uses the Box API to access data in a customer’s Box account.

  • Logikcull users creating a new Box Upload must log in with Box credentials.

  • If the credentials are valid, the user can then select Box data to be included in the Logikcull Upload.

  • At this time, we request read and write access to Box files and folders.

What permission does a user need to have to access the integration?

Logikcull app permissions - a Box user needs to approve the Logikcull app (grant access) to allow Logikcull to connect to the Box account.

Permission Details

The Logikcull app requests consent for the following permissions:

OAuth Scope

Description

root_readwrite

Read and write all files and folders stored in Box

Full reference for Box API scopes:

Scopes - Box Developer Documentation
A guide to Box API:

API Reference - Box Developer Documentation

Viewing Box Metadata

When performing a Box upload, we make an effort to capture existing metadata wherever possible. Some metadata, such as a file's name, will be reflected directly in Logikcull's interface. Any metadata that is not displayed in the Doc Info panel can be found by clicking "...More" and selecting “Metadata” from the drop-down options.

You can view all document metadata available by selecting "Details" from the box that appears:

Available Box-specific Metadata:

type
id
sha1
name
description
size
created_at
modified_at
trashed_at
purged_at
content_created_at
content_modified_at
created_by_name
created_by_login
modified_by_name
modified_by_login
owned_by_name
owned_by_login
effective_access
is_password_enabled
download_count
preview_count
item_status
comments
tasks

Searching Box metadata fields

Box integrations capture metadata with the prefix 'box_fields', so if you wanted to search for a specific Box ID for example, you would enter this in the search bar:

box_fields.id:"12345678901"

box_fields.download_count:<=10

box_fields.comments:"hot doc*"

Pro Tips

Use Box and Logikcull together as an FTP-alternative. For example, if you have someone that you need to get data from, but would rather not invite them into your Logikcull project, then have them upload the data to a Box account. Once uploaded to Box, you, as the administrator, can easily upload the data into Logikcull using the Cloud upload option. This is incredibly helpful when dealing with multi-country data collections or whenever your own FTP system can’t handle the data size.


Disconnecting and Resetting a Cloud Integration

If you need to disconnect an existing cloud upload integration, you can navigate to your user profile by clicking on the avatar in the left-hand navigation menu, or by clicking the dropdown next to your name and choosing "My Settings."

On your Profile Settings page, you can scroll to the bottom to see a list of all associated integrations. Simply click the disconnect button to the right of any integration you'd like disconnected. You can always reconnect your integration again in the future if you'd like.

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