Setting up OneDrive as a Source

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Access Required
Guru Access: You need to be an Admin, Source Creator, or relevant custom role 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.
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

Setting up OneDrive as a Source

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

Primary objects are the objects used to generate the search record.

OneDrive Category	Common Model / What You'll See During Setup	Objects/Data Brought In	Key Fields
Files	Primary Object: File	Files stored in OneDrive	• Name • File URL • Folder (UUID) • Drive (UUID) • MIME type • Size (bytes) • Checksum (type + content hash) • Permissions (Array: user/group with roles) • Remote created at • Remote updated at • Remote ID • Remote data
Files	Folder	Folders/directories in OneDrive	• Name • Folder URL • Parent folder (UUID) • Drive (UUID) • Size (bytes) • Permissions (Array: user/group with roles) • Remote created at • Remote updated at • Remote ID • Remote data
Storage	Drive	Top-level drive containers (OneDrive/SharePoint libraries)	• Name • Drive URL • Remote created at • Remote ID • Remote data
Members	User	Users with access to files/folders	• Name • Email address • Is me (Boolean) • Remote ID • Remote data
Permissions	Permission (nested in Files/Folders)	User and group access permissions	• User (UUID) • Group (UUID) • Type (Enum: USER, GROUP, COMPANY, ANYONE) • Roles (Array: READ, WRITE, OWNER)

Permissions

When setting up OneDrive you can either establish permissions in Guru, or inherit them from OneDrive directly.

Inherited Permissions
- See above the level of access needed to inherit permissions. If the authenticating user selects to inherit permissions from OneDrive, they will first define the scope of content that will be synced based on what they have access to, and others access within that will be respected. Guru recommends authenticating with a service user to ensure that the desired content is synced in.
Setting up Permissions in Guru
- You can also permissions that content in Guru. Learn more here. If someone is not provided with access in Guru to this source, they will not see OneDrive results in searches or when chatting with Guru.