# OneDrive

The Microsoft OneDrive cloud storage service lets you store, share, and synchronize files and folders across multiple devices.

OvalEdge uses an API to connect to the data source, that allows you to crawl Files and Folder data objects.&#x20;

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcNbykFJLEJcOnHCfVL_u6Q5-9JFvpIlZ2GoCN1rDiCLBraQ05JANltAfAyqUDxs8q92PP8zFsfOECiteopVkc9QoHDwD_aq5FWm7nolgdIMN46cKmZh24zDj2B04YULESHzW165WjhWV1wJzbMGJPLSkST?key=kYr2_l2ccLFyWebBg6yyEA" alt=""><figcaption></figcaption></figure>

#### Connector Capabilities

| Functionality | Description                                                                                                                       |
| ------------- | --------------------------------------------------------------------------------------------------------------------------------- |
| Crawler       | While crawling, root Folders or Files will be cataloged by default. The cataloging is performed only for the 1st level of Folders |

## Prerequisites&#x20;

The following are the prerequisites required for establishing a connection between the connector and the OvalEdge application.&#x20;

1. API details
2. Service Account permissions.
3. Configure environment variables (Optional).

### API Details

| APIs               | Version | Details                                                                                                                                         |
| ------------------ | ------- | ----------------------------------------------------------------------------------------------------------------------------------------------- |
| OneDrive Graph API | V1      | <https://learn.microsoft.com/en-us/onedrive/developer/rest-API/api/driveitem\\_list\\_children?source=recommendations\\&view=odsp-graph-online> |

### Service Account with minimum read Permission

By default, the service account provided for the connector will be used for any user operations. If the service account has write privileges, then Insert / Update / Delete operations can be executed.

| Operations            | Description                                                         |
| --------------------- | ------------------------------------------------------------------- |
| Connection Validation | Read Permissions on the Folders or Files that need to be cataloged. |
| Crawler               | Read Permissions on the Folders or Files that need to be cataloged. |

### Establish Environment Variables (Optional)

This section describes the settings or instructions that you should be aware of prior to establishing a connection. If your environments have been configured, skip this step.

Configure Environment Names

The Environment Names allow you to select the environment configured for the specific connector from the dropdown list in the Add Connector pop-up window.\
You might want to consider crawling the same schema in both stage and production environments for consistency. The typical environments for crawling are PROD, STG, or Temporary, and may also include QA or other environments. Additionally, crawling a temporary environment can be useful for schema comparisons, which can later be deleted, especially during application upgrade assistance.&#x20;

Steps to configure the Environment on OvalEdge:

1. Navigate to Administration | Configuration&#x20;
2. Select the Connector tab
3. Find the Key name “connector.environment”.
4. Enter the desired environment values (PROD, STG) in the value column.&#x20;
5. Click ✔ to save.&#x20;

## Establish a connection

To establish the connection, complete the following steps:

1. Log into the OvalEdge application.
2. In the left menu, navigate to the Administration module, and click on Connectors.
3. Click on the + icon (New Connector), then the Add Connector pop-up is displayed.
4. Search/Click on the desired connector and the Add Connector pop-up with the connector details is displayed.

| Fields                     | Details                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |                                 |
| -------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------- |
| Connection Type\*          | <p>The selected connection type ‘OneDrive’ is displayed by default. </p><p>If required, the dropdown menu allows you to change the connector type and based on the selection of the connection type, the fields associated with the selected connection type are displayed.</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           |                                 |
| License Add-Ons\*          | <p>All the connectors will have a Base Connector License by default that allows you to crawl and profile to obtain the metadata and statistical information from a datasource. </p><p>OvalEdge supports various License Add-Ons based on the connector’s functionality requirements.</p><ul><li>Select the Auto Lineage Add-On license that enables the automatic construction of the Lineage of data objects for a connector with the Lineage feature. </li><li>Select the Data Quality Add-On license to identify, report, and resolve the data quality issues for a connector whose data supports data quality, using DQ Rules/functions, Anomaly detection, Reports, and more.</li><li>Select the Data Access Add-On license that will enforce connector access via OvalEdge with Remote Data Access Management (RDAM) feature-enabled</li></ul>                                                                                                                                      |                                 |
| Connector Environment      | <p>The OvalEdge Environment dropdown menu is used to select the operating system on which the OvalEdge application is installed, such as Windows, Linux, and Unix. </p><p>For example, OvalEdge is installed on a Windows environment. </p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |                                 |
| Connection Name\*          | <p>Enter a connection name for the OneDrive. You can specify a reference name to identify the OneDrive connector in OvalEdge. </p><p>Example: one-drive</p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |                                 |
| Client Secret\*            | A secret key is known only to the application authorization server created. It is generated after the app is registered in OneDrive                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |                                 |
| Client ID\*                | Identifier ID generated after the app is registered in OneDrive                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           |                                 |
| Tenant Id\*                | Enter Tenant ID (Tenant ID is a globally unique identifier (GUID) that is different from your organization name or domain.) It is generated after the app is registered in OneDrive.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      |                                 |
| User ID\*                  | Enter the User ID of the OneDrive workspace.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |                                 |
| Connection String          | Set the Connection string toggle button to auto mode to get the details automatically from the credentials provided. Alternatively, you can manually enter the string.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |                                 |
| Default Governance Roles\* | <p>You can select a specific user or a team from the governance roles (Steward, Custodian, Owner) that get assigned for managing the data asset. </p><p>Note: The dropdown list displays all the configurable roles (single user or a team) as per the configurations made in the OvalEdge Security                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       | Governance Roles section.  </p> |
| Admin Roles                | <p>Select the required admin roles for this connector.</p><ul><li>To add Integration Admin Roles, search for or select one or more roles from the Integration Admin options and then click on the Apply button.<br>The responsibility of the Integration Admin includes configuring crawling and profiling settings for the connector, as well as deleting connectors, schemas, or data objects.</li><li>To add Security and Governance Admin roles, search for or select one or more roles from the list and then click on the Apply button.<br>The security and Governance Admin is responsible for:</li><li>Configure role permissions for the connector and its associated data objects.</li><li>Add admins to set permissions for roles on the connector and its associated data objects.</li><li>Update governance roles.</li><li>Create custom fields.</li><li>Develop Service Request templates for the connector.</li><li>Create Approval workflows for the templates.</li></ul> |                                 |
| Select Bridge              | <p>To enable OvalEdge to function as a SaaS application behind a customer's firewall, the OvalEdge Bridge is necessary. </p><ul><li>When a bridge has been set up, it will be displayed in a dropdown menu. Users can select the required Bridge ID.</li><li>The user can select "NO BRIDGE" when it is not configured.</li></ul><p>For more information, refer to <a href="https://support.ovaledge.com/bridge-overview">Bridge Overview</a></p>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |                                 |

5\. Click on the Validate button to validate the connection details.

6\. Click on the Save button to save the connection.  Alternatively, you can also directly click on the button that displays the Connection Settings pop-up window to configure the settings for the selected Connector. The Save & Configure button is displayed only for the Connectors for which the settings configuration is required.&#x20;

Note: \* (asterisk) indicates the mandatory field required to establish a connection. Once all the parameters are entered, you can validate the details and save the connection that will get displayed on the Connector Home page.&#x20;

Note: It is up to your wish, you can save the connection details first, or you can validate the connection first and then save it.&#x20;

#### Connection Validation Errors&#x20;

| Sl.No | Error Message(s)      | Description                                               |
| ----- | --------------------- | --------------------------------------------------------- |
| 1     | Permission Denied     | If credentials are not valid, you get this error message. |
| 2     | Internal Server Error | It will respond with a 500 Internal Server Error.         |

➤ If you have any issues creating a connection, please contact your assigned OvalEdge Customer Success Management (CSM) team.

## Connector Settings&#x20;

Once the connection is established successfully, various settings are provided to fetch and analyze the information from the data source. &#x20;

| Connection Settings | Description                                                                                                                                                                                                                                                                                                                                                                                                                                                                      |
| ------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Crawler             | <p>Crawler settings allow you to set the crawling configuration that will collect the metadata and display it in the data catalog. </p><p>Crawler Settings include</p><p>(i) Crawler Options: </p><ul><li>FileFolders/Buckets by default enabled</li></ul><p>(ii) Crawler Rules:  Defining Crawler Rules enables you to filter the crawl through Regular Expression (Regex) that defines schema, table and views, columns, procedures, and functions to include and exclude.</p> |
| Access Instruction  | It allows the data owner to instruct others on using the objects in the application.                                                                                                                                                                                                                                                                                                                                                                                             |
| Business Glossary   | It allows users to manage the data association of terms related to a particular connector associated with it. The business glossary setting works based on the order of options defined for each business glossary’s managed data association.                                                                                                                                                                                                                                   |

For more information, refer to the [Connector Settings](https://support.ovaledge.com/connector-settings).&#x20;

#### To Catalog Files/Folders

For cataloging Files and Folders of OneDrive connector, click the Crawl/Profile button to submit a job that will display a message of  “Catalog Files/Folders Job submitted successfully”. You can navigate to the Job log to view the status of the job.

## Additional Information&#x20;

1\. Files tab > Nine-Dots option > Open in Native/Remote tab will open OneDrive supported file types.

2\. Displays only the details of files and folders that the user has access to in the FileManager
