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Configure Enterprise Search

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.

What is Enterprise Search?

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

Configuring Enterprise Search

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
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    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
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    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
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      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
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    Note: Content selection strategies vary by content systems


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

Updated about 6 hours ago