Setting up OneDrive as a Source

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Access Required

Guru Access: You need to be an Admin in Guru to set up Sources.

OneDrive Access: If you want to set up your permissions in Guru you do not need to be an Admin. If you want to inherit your team's permissions from OneDrive you need to be an Admin.

Setting up OneDrive as a Source

1. Navigate to Manage > Sources.
2. Select OneDrive from the icon menu.
3. Click Authorize Access and log in to OneDrive. The expected account type is Read Only.

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Note

The required scopes include:

a. Files.Read.All: Read all files that user can access

b. Group.Read.All: Read all groups

c. GroupMember.Read.All: Read group memberships

d. User.Read: Sign in and read user profile

e. User.ReadBasic.All: Read all users' full profiles

4. Choose which content to sync - this is called Selective Sync. Limiting the synced content to only what's necessary improves sync speed and search relevance. You can also choose to sync all data.
5. If you want to set up permissions to content in Guru, specify which Guru Groups should have access to the content once synced. Otherwise, if you choose "Use permissions from OneDrive" - Knowledge Agents will respect the permissions from OneDrive.
   1. Admins have the option of adding a Source Owner for each Source. Source Owners can add Viewers or other Owners, and delete the Source.
   2. An Owner can be added during this initial setup stage, or later by clicking manage access for that Source.
6. Guru will send a confirmation email when the initial sync is complete. This will also be indicated in the web app when you see the Sync status change from "Initializing" to "Synced."

Objects synced from OneDrive