Microsoft OneDrive_ How to Connect and Collect

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In this article:

• Microsoft OneDrive Overview

• Microsoft OneDrive Requirements

• How to Connect and Collect Using Microsoft OneDrive

Microsoft OneDrive Overview

Microsoft OneDrive Requirements

• In order to collect from a user, you will need their individual login credentials.

How to Connect and Collect Using Microsoft OneDrive

To create a new Microsoft OneDrive collection follow the steps below:

Step 1

Click on ‘Workspaces’ in the main menu (a), then click on the workspace where you’d like to add a new sync (b).

Step 2

Click on the ‘+’ icon in the upper right corner to add a new source

Step 3

Select the Microsoft OneDrive connector from your list of available connectors.

Step 4

You’ll now begin your source configuration by naming your source in the ‘Name’ field (a). Then, click ‘Configure’ (b).

Step 5

Enter your Microsoft username (a) and click the blue ‘Next’ button (b)

Step 6

Enter the password for your Microsoft account (a) and then click the blue ‘Sign in’ button (b).

Step 7

You’ll then select the folders you want to sync (a), choose your synchronization mode (b), and set your sync start and/or end dates (c). Finally, click the blue ‘Done’ button (d).

Step 8

You’ll now see your new source appear alphabetically in the list of ‘Connected sources’ in your workspace.