Connecting OneDrive

OneDrive is a cloud-based storage service for organizations of all sizes, with a focus on Microsoft 365 (formerly known as Office 365) document storage and collaboration. Create, store, share and automatically synchonize documents across your organization. The OneDrive connector provided with Workplace Search automatically captures, syncs and indexes the following items:

Configuring the OneDrive connector is the first step prior to connecting the OneDrive service to Workplace Search, and requires that you create an OAuth App from the OneDrive platform. To get started, first log in to OneDrive and access your administrative dashboard:

Step 1. Sign in to https://portal.azure.com/, look up and click on Azure Active Directory under More services:

Figure 71. Connecting OneDrive

Step 2. Click App Registrations:

Figure 72. Connecting OneDrive

Step 3. Register the application

Give your app a name - like "Workplace Search", make it multitenant and click Register.

Leave the Redirect URIs blank for now. We will need two: one for organizational sources and the other for private sources. We’ll add this later in the process.

Click Register

Figure 73. Connecting OneDrive

Step 4. Retrieve and keep the Client ID handy - we’ll need it within Workplace Search.

Step 5. Next, click the Add a Redirect URI link in the header.

Figure 74. Connecting OneDrive

Step 6. Click Add a platform and then select Web from the sidebar

Figure 75. Connecting OneDrive

Step 7. Add the following URIs and Save the cofiguration:

Figure 76. Connecting OneDrive

Add the following two redirect URIs, substituting <WS_BASE_URL> with the base URL at which Workplace Search is hosted (scheme + host, no path).

<WS_BASE_URL>/ws/org/sources/one_drive/create
<WS_BASE_URL>/ws/sources/one_drive/create

Examples:

# Deployment using a custom domain name
https://www.example.com/ws/org/sources/one_drive/create
https://www.example.com/ws/sources/one_drive/create

# Deployment using a default Elastic Cloud domain name
https://c3397e558e404195a982cb68e84fbb42.ent-search.us-east-1.aws.found.io/ws/org/sources/one_drive/create
https://c3397e558e404195a982cb68e84fbb42.ent-search.us-east-1.aws.found.io/ws/sources/one_drive/create

# Unsecured local development environment
http://localhost:3002/ws/org/sources/one_drive/create
http://localhost:3002/ws/sources/one_drive/create

Step 8. Navigate to Certificates & Secrets and then click New client secret:

Figure 77. Connecting OneDrive

Step 9. Pick a name for your client secret (for example, Workplace Search). Select Never as the expiration date:

Figure 78. Connecting OneDrive

Step 10. Save the Client Secret value before leaving this screen.

Figure 79. Connecting OneDrive

Step 11. We must now set up the permissions the Application will request from the Admin. Navigate to API Permissions and click Add Permission. Click Microsoft Graph and add delegated permissions until the list resembles the following:

Figure 80. Connecting OneDrive

Step 12. Finally, Grant admin consent.

Step 13. From the Workplace Search administrative dashboard’s Sources area, locate OneDrive, click Configure and provide both the Client ID and Client Secret.

Voilà! The OneDrive connector is now configured, and ready to be used to synchronize content. In order to capture data, you must now connect a OneDrive instance with the adequate authentication credentials.

Once the OneDrive connector has been configured, you may connect a OneDrive instance to your organization.

Step 1. Head to your organization’s Workplace Search administrative dashboard, and locate the Sources tab.

Step 2. Click Add a new source.

Step 3. Select OneDrive in the Configured Sources list, and follow the OneDrive authentication flow as presented.

Step 4. Upon the successful authentication flow, you will be redirected to Workplace Search.

OneDrive content will now be captured and will be ready for search gradually as it is synced. Once successfully configured and connected, the OneDrive synchronization automatically occurs every 2 hours.