Microsoft OneDrive Enterprise_ How to Connect and Collect

In this article:

• Microsoft OneDrive Enterprise Overview

• Microsoft OneDrive Enterprise Requirements

• How to Connect and Collect Using Microsoft OneDrive Enterprise

Microsoft OneDrive Enterprise Overview

Microsoft OneDrive Enterprise Considerations

How Onna Deals Microsoft OneDrive Enterprise Folders

• In the case of a one-time sync, we will pull in the folder as it is at the time of ingestion (even if historically that folder has been moved or renamed, inclusive of all files in that folder).

• For an auto-sync and archive source, the folder structure that was synced during the initial sync will be maintained in Onna. From there, updated folder names/moved folders will be captured as new folders IF additional files are added after the initial sync

What Onna Can’t Collect from Microsoft OneDrive Enterprise

• Files deleted before the first collection

• Shared with me files

• Team sites

Deletions and Edits in Microsoft OneDrive Files

• Onna can track edits and deletions when you select ‘Ongoing’ as the end date when configuring the period of the collection. To enable this tracking, an Onna admin needs to enable ‘Versioning’ in the ‘Configuration’ section of ‘Admin preferences’.

• Files in the trash cannot be collected during the initial collection. However, if a file is moved to the trash after the initial collection, we track this change. This is only possible when the collection is configured as ongoing.

Microsoft OneDrive Enterprise Requirements

In addition to enabling Microsoft OneDrive Enterprise from your list of enterprise sources in the ‘Admin preferences’ section of your Onna site, the following requirements must be met to connect to and collect from Microsoft OneDrive Enterprise.

• Any Microsoft license that allows subscribing to chat messages

• Access to authorized connection credentials in Onna. To learn more about how to set up and share an authorized connection visit the article, Creating and Managing Authorized Connections in Onna. In order to set up an authorized connection for Microsoft OneDrive Enterprise, you will need log-in credentials of a Microsoft 365 user with the Privileged Role. We recommend setting up a service account with the appropriate role to grant access to your Onna Account.

• This connector works for OneDrive for Business and Microsoft 365 Business plans. We recommend checking Microsoft OneDrive pricing page for more information.

• Organization-wide access to the Microsoft Graph API. If you need to obtain access to the Microsoft Graph API, we recommend checking the pricing page.

How to Connect and Collect Using Microsoft OneDrive Enterprise

Once you have the authorized connection credentials necessary you can set up a new sync by following the steps below:

Step 1

Navigate to the workspace where you want to set up your sync.

Inside that workspace click on the ‘+’ icon in the upper right corner of the screen to ‘Add source’.

Step 2

You will now see a list of all sources enabled for your organization. Find and select the ‘Microsoft OneDrive Enterprise’ source.

Step 3

Choose the account you want to use to connect the source from the dropdown menu. Alternatively, you can also select ‘Use another account’ to add a new authorized connection.

Step 4

After you’ve selected the correct account, click the blue ‘Connect’ button.

Step 5

Next, you’ll begin to configure your source by clicking on the arrow next to the ‘Start date-End date’ field.

Step 6

You’ll now select the period you want your source to sync data for. First, you’ll select a start date (a), then an end date (b). Once you’ve selected your time period, click the blue ‘Apply’ button (c).

Step 7

The next part of configuring your source is to select users. You’ll start this process by clicking on the arrow next to the ‘Users’ field.

Step 8

Now, you’ll either select ‘All Users’ or ‘Enter manually’ from the dropdown menu in the ‘Users’ field. If you select ‘Enter manually’ a new field will appear for you to enter the emails of the custodians you want to collect data for.

Step 9

Now, you’ll enter a name for your new source in the ‘Source name’ field (a).

Then, when you’ve finished configuring your source you will click the blue ‘Create source’ button (b).

Step 10

Your sync is now in progress and visible inside the workspace you added it to. Learn more about How to Monitor Your Source Sync Status