OneDrive

This document outlines the integration with the OneDrive connector, enabling streamlined metadata management through features such as crawling, data preview, and manual lineage building. It also ensures secure authentication via Credential Manager.

Overview

Connector Details

Connector Category	File Connectors
Connector Version	Release7.2
Releases Supported (Available from)	Relase6.1
Connectivity [How the connection is established with OneDrive]	REST APIs of Google Drive
Verified OneDrive Version	OneDrive API v1.0

The OneDrive connector has been validated with the mentioned "Verified OneDrive Versions" and is expected to be compatible with other supported OneDrive versions. If there are any issues with validation or metadata crawling, please submit a support ticket for investigation and feedback.

Connector Features

Feature	Availability
Crawling	✅
Delta Crawling	❌
Profiling	✅
Query Sheet	NA
Data Preview	✅
Auto Lineage	NA
Manual Lineage	✅
Secure Authentication via Credential Manager	✅
Data Quality	❌
DAM (Data Access Management)	❌
Bridge	✅

Metadata Mapping

The following objects are crawled from OneDrive and mapped to the corresponding UI assets.

OneDrive Object	OneDrive Attribute	OvalEdge Attribute	OvaEdge Category	OvalEdge Type
Bucket	Bucket	Bucket	Bucket	Bucket
Folder	Folder	Folder	Folder	Folder
File	File	File	File	File
XLSX	File	File	File	XLSX
XLS	File	File	File	XLS
CSV	File	File	File	CSV
TXT	File	File	File	TXT
PARQUET	File	File	File	PARQUET
ORC	File	File	File	ORC
JSON	File	File	File	JSON
YAML	File	File	File	YAML
PIP	File	File	File	PIP

Set up a Connection

Prerequisites

The following are the prerequisites to establish a connection.

Service Account User Permissions

It is recommended to use a separate service account to establish the connection to the data source, configured with the following minimum set of permissions.

👨‍💻Who can provide these permissions? These permissions are typically granted by the OneDrive administrator, as users may not have the required access to assign them independently.

Operation	Objects	Access Permission
Validate	Connector Validation	Files.Read /Files.Read.All
Crawling	Crawling	Files.Read /Files.Read.All
Crawling & Profiling	Folders	Files.Read /Files.Read.All
Crawling & Profiling	Files	Files.Read /Files.Read.All

Connection Configuration Steps

Users are required to have the Connector Creator role in order to configure a new connection.

1. Log into OvalEdge, go to Administration > Connectors, click + (New Connector), search for OneDrive, and complete the required parameters.

Fields marked with an asterisk (*) are mandatory for establishing a connection.

Field Name	Description
Connector Type	By default, "OneDrive" is displayed as the selected connector type.
Credential Manager*	Select the desired credentials manager from the drop-down list. Relevant parameters will be displayed based on the selected option. Supported Credential Managers: OE Credential Manager AWS Secrets Manager HashiCorp Azure Key Vault
Connector Environment	Select the environment (Example: PROD, STG) configured for the connector.
Connector Name*	Enter a unique name for the OneDrive connection. (Example: "OneDrivedb").
Connector Description	Enter a brief description of the connector.
Tenant Id*	Enter the Tenant Id.
Client Id*	Enter the Client Id.
Client Secret*	Enter the Client Secret.
User Id*	Enter the User Id.
Connection String	Configure the connection string for the SQL Server database: Automatic Mode: The system generates a connection string based on the provided credentials. Manual Mode: Enter a valid connection string manually. Replace placeholders with actual database details. {sid} refers to Database Name.
Proxy Enabled*	Select Yes to route API calls through a proxy server. Select No to bypass the proxy and connect directly.

Default Governance Roles

Default Governance Roles*	Select the appropriate users or teams for each governance role from the drop-down list. All users configured in the security settings are available for selection.

Admin Roles

Admin Roles*	Select one or more users from the dropdown list for Integration Admin and Security & Governance Admin. All users configured in the security settings are available for selection.

No of Archive Objects

No Of Archive Objects*	This shows the number of recent metadata changes to a dataset at the source. By default, it is off. To enable it, toggle the Archive button and specify the number of objects to archive. Example: Setting it to 4 retrieves the last four changes, displayed in the 'Version' column of the 'Metadata Changes' module.

Bridge

Select Bridge*	If applicable, select the bridge from the drop-down list. The drop-down list displays all active bridges that have been configured. These bridges facilitate communication between data sources and the system without requiring changes to firewall rules.

1. After entering all connection details, the following actions can be performed:

   1. Click Validate to verify the connection.

   2. Click Save to store the connection for future use.

   3. Click Save & Configure to apply additional settings before saving.

2. The saved connection will appear on the Connectors home page.

Manage Connector Operations

Crawl

To perform crawl operations, users must be assigned the Integration Admin role.

1. Navigate to the Connectors page and click Crawl/Profile.

2. This action initiates the metadata collection process from the data source and loads it into the File Manager.

3. Go to File Manager, select the specific folder(s) or file(s), then click "Catalog Files/Folders" from the Nine Dots menu.

4. The files/folders will be added to the Data Catalog.

Other Operations

The Connectors page provides a centralized view of all configured connectors, along with their health status.

Managing connectors includes:

• Connectors Health: Displays the current status of each connector using a green icon for active connections and a red icon for inactive connections, helping to monitor the connectivity with data sources.

• Viewing: Click the Eye icon next to the connector name to view connector details, including databases, tables, columns, and codes.

Nine Dots Menu Options:

To view, edit, validate, build lineage, configure, or delete connectors, click on the Nine Dots menu.

• Edit Connector: Update and revalidate the data source.

• Validate Connector: Check the connection's integrity.

• Settings: Modify connector settings.

  • Crawler: Configure data extraction.

  • Access Instructions: Add notes on how data can be accessed.

  • Business Glossary Settings: Manage term associations at the connector level.

• Delete Connector: Remove a connector with confirmation.

Connectivity Troubleshooting

If incorrect parameters are entered, error messages may appear. Ensure all inputs are accurate to resolve these issues. If issues persist, contact the assigned support team.

S.No.	Error Message(s)	Error Description & Resolution
1	"Error while validating connection: Exception in validateConnection(): The API returned an error code [400] invalid_client.	Description: Invalid client credentials. The API returned a 400 error: invalid_client. Resolution: Check and update the client ID and secret. Make sure they match the credentials registered with the API provider.

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