Enterprise Search

Configure Enterprise Search

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Overview

This document provides a high-level guide to configuring Enterprise Search within Moveworks, covering key steps from setting up connectors and authentication to selecting content ingestion strategies, enabling employees to access information efficiently across enterprise systems.

Moveworks Enterprise Search enables employees to find information across enterprise systems by using an AI Assistant that understands questions and responds instantly with relevant snippets from knowledge bases, documents, and external sources.

Learn more about Enterprise Search here: Enterprise Search Overview

Moveworks Enterprise Search can be configured through a three-step configuration process. This streamlined approach is designed to simplify the setup experience and ensure organizations can quickly connect their content systems to provide a unified search experience.

Step 1: Prepare and Configure Content Systems

  • Collaborate with your system admin to assess the Enterprise Search integration requirements
  • Follow the detailed configuration guides provided by Moveworks for your content systems
  • Create and configure connectors for the content systems in Moveworks Setup
  • Grant the appropriate scopes as specified in the configuration documentation

Step 2: Select Connector

  • Choose authentication strategy: Review recommended options in the right-hand pane (e.g., Service Account, OAuth 2.0) and select the appropriate method for your system

    Note: Authentication strategies vary by content systems

  • Select your connector: From the dropdown, choose the preconfigured connector with correct credentials
  • Connector Validation: Selecting a connector triggers automatic validation of authentication, content access, permissions, users and groups — click on ‘View Details’ to review all validation results

    Note: Validation checks vary by content systems

  • Review validation results:
    • ✅ Green = all checks passed, ready to save
    • ❌ Red = issues that must be fixed before proceeding (e.g., invalid credentials, missing scopes) — Use troubleshooting guides provided in the validation popup to resolve these
    • ⚠️ Yellow = non-critical issues (e.g., server errors) — Retrying usually resolves these errors

      Note: All validations must pass before you can save the connector


Step 3: Select Content Ingestion Strategy

  • Choose content scope: Select your preferred ingestion strategy - ‘Only selected sources’, ‘All except selected’, or ‘All available sources’
  • Specify content sources: Enter the specific content repositories, folders, or collections you want to include or exclude using the appropriate identifiers for your system
  • Review ingestion limits: Review the system-specific ingestion limits and refer to the right-hand pane to optimize your content selection strategy to stay within those constraints
  • Configure additional filters: Use the additional filters section to narrow your content scope - only records matching all specified criteria will be included in the ingestion
  • Save and proceed: Click ‘Save’ to save your content selection strategy, or ‘Save and Start Ingestion’ to start ingesting content immediately

    Note: Content selection strategies vary by content systems


Step 4: Define Target Audience

After configuring your connector and content ingestion, define who can access search results from this connector by setting up a Target Audience.

  1. From your connector’s home page, click Select Audience (or navigate to the Target audience tab).
  2. Choose one of the following options:
OptionDescription
All usersAllows all users in your organization to search this content. Source permissions from the connected system are still strictly enforced.
Selected users by email IDGrants access only to specific individuals by entering their email addresses. Up to 100 users can be added. Use the search field to find and add users.
No usersTemporarily disables this content from appearing in anyone’s search results.
  1. Click Save to apply your selection.

Important notes

  • New connectors do not serve content until an audience is configured. After setting up a new connector, you must select a target audience and save before any content from this connector appears in search results.
  • Changes take effect immediately. Audience filtering is applied at query time — no re-ingestion or re-indexing is required when you change the audience setting.
  • Source permissions are always enforced. The target audience setting works on top of the source system’s native permissions. Even if a user is in the audience, they can only see content they are authorized to access in the source system.
  1. Start with Selected users by email ID to test search results with a small pilot group.
  2. Once validated, switch to All users to roll out content to your entire organization.
  3. If you need to temporarily pause serving content from a connector, switch to No users — ingested content is preserved and can be re-enabled at any time.

Guides For Supported Enterprise Search Systems

The following guides provide detailed configuration steps for each supported system, covering the complete setup process from preparing content systems to selecting content strategies