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Integrating OneDrive Repository
  • 16 Mar 2022
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Integrating OneDrive Repository

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You can integrate Onedrive with Whatfix to fetch articles from your OneDrive repository and display them as contextual links in Self Help and Task List widgets.

your title goes here

To enable OneDrive integration, the OneDrive Authorization code must be handed over to a Whatfix representative.

Use the following steps to generate the OneDrive Authorization code,

Admin account

  1. Navigate to the Whatfix Dashboard.
    Goto_dashboard

  2. Click Repositories.
    RB_DB_Clickrepo

  3. Click the OneDrive tile.
    RB_DB_CAggclickOnedrive

  4. Enter a title, Repository URL, and then click Next.
    RB_DB_repoODrive

  5. Choose if you want the Repository content to be accessed by anyone with the link or only internal employees with the link, and then click Next.
    RB_DB_repo_odrive

  6. Choose if you want to fetch content from the whole Repository or from specific folder, and then click Integrate.
    RB_DB_Reposelectcontent

Note

To know more on selectively crawling content, see Selectively Crawling Content for OneDrive.

  1. Log in to your Microsoft account.
  2. Once logged in, on the pop-up that appears, click Accept.
    microsoft_onedrive_accept

Non-admin account

  1. Navigate to the Whatfix Dashboard.
    Goto_dashboard

  2. Click Repositories.
    RB_DB_Clickrepo

  3. Click the OneDrive tile.
    RB_DB_CAggclickOnedrive

  4. Enter a title, Repository URL, and then click Next.
    RB_DB_repoODrive

  5. Choose if you want the Repository content to be accessed by anyone with the link or only internal employees with the link, and then click Next.
    RB_DB_repo_odrive

  6. Choose if you want to fetch content from the whole Repository or from specific folder, and then click Integrate.
    RB_DB_Reposelectcontent

Note

To know more on selectively crawling content, see Selectively Crawling Content for OneDrive.

  1. Since the login credentials used are for a non-admin account, click Request approval on the pop-up.
    microsoft_onedrive_approval

  2. Once the request is sent, the following pop-up is displayed.
    onedrive_request_sent

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Ensure that the admin of the Microsoft account has provide you with access to the OneDrive app.

  1. Once the access is provided, the integration is saved as draft.

  2. Navigate to the Repository draft, click the Ellipsis icon.

  3. Click the edit icon and follow the steps 1 to 5 to integrate the Repository.


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