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This page is for the Sharepoint OneDrive NG (Next Gen) connector for SharePoint Online and OneDrive.

Currently, the new enterprise search configuration experience is only available for SharePoint Online. For SharePoint Server(On-Prem), please reach out to your customer success team.

System Overview

Microsoft 365’s SharePoint Online is your organization’s hub for sites, pages, and document libraries. From an enterprise-search perspective, it’s a primary repository of institutional knowledge and files that can be indexed to make content easily discoverable across the organization with permissions intact.

OneDrive for Business is each user’s personal file store connected to their organization account, where they can store, access, and sync their individual work files across multiple devices. It is private by default, and files are only accessible to others if the user explicitly chooses to share them.

Moveworks supports both - indexing content from SharePoint sites ensuring users can search pages and documents which they are authorized to view as well as live search over SharePoint Online sites that the user has access to serve content beyond ingestion limits.

OneDrive is currently only supported via live search (with user consent); Moveworks does not index OneDrive data.

Authentication

Authentication is accomplished by creating and registering an Azure App Registration for each of the following approaches.

• Indexing (SharePoint Online only)
  • Uses app-only access with certificate-based OAuth (JWT bearer) through an Azure App Registration.
  • You upload the cert’s public half to the app, compute the x5t (SHA-256) thumbprint, and provide the private key (PEM) to Moveworks.
  • Recommended permission model: Sites.Read.All
    • Enables full discovery, All Sites/All except selected options in Content Selection, and near-real-time incremental ingestion (webhook-driven).
  • Lesser-privilege alternative: Sites.Selected. Choose only if your security policy strictly requires it.
    • Extra admin steps required: you must grant site-specific access to the app for every site to be indexed and ensure the app can resolve site group visibility for all groups within each permissioned site (so ACLs can be read).
    • Content Selection UI impact: All Sites and All except selected are not available; you can only choose Only selected sites.
    • Ingestion frequency impact: Webhooks are not available; ingestions will run on a daily schedule (not the typical ~15-minute incremental SLA).
• Live Search (SharePoint Online & OneDrive)
  • Uses delegated OAuth with a separate Azure App Registration and client secret.
  • End users sign in and consent the first time; Moveworks then searches only the files they can access in SharePoint and OneDrive.
  • No enterprise-wide indexing of OneDrive content occurs.

A single unified connector in Moveworks collects both sets of credentials—one block for Indexing (certificate/JWT) and another for Live Search (delegated).

Permissions Enforcement

Moveworks honors native Microsoft 365 ACLs at all times.

• Indexing: Item- and site-level permissions (including group membership) are captured and enforced at query time—users only see results they’re allowed to view.
• Live Search: Results are retrieved on behalf of the signed-in user using their delegated token, so source-system permissions are inherently enforced.

API Usage

• Moveworks uses the standard Graph API v1.0 and SharePoint REST API to fetch data from SharePoint Online and OneDrive. We use application permissions with admin-granted access for indexing content and delegated permissions for live search.

Content Types

Indexing (SharePoint Online)

• Pages (modern site pages, classic wiki pages and classic publishing pages).
• Documents stored in SharePoint document libraries (including common attachments).
• Supported file formats: doc, docx, pdf, ppt, pptx, txt, html, aspx(pages)

Live Search (SharePoint Online & OneDrive)

• On-demand results from the signed-in user’s accessible SharePoint sites/libraries and their OneDrive files/folders. It includes Pages, Documents, Lists etc.
• Not indexed into the enterprise corpus; fetched at query time after user consent.

Coverage & Freshness

Moveworks delivers comprehensive coverage—content, metadata, identity, and permissions—and uses incremental updates for indexed content.

• With Sites.Read.All and Files.Read.All, webhooks allow near-real-time incremental updates.
• With Sites.Selected, updates are performed on a daily schedule due to the webhook limitations.

Access Requirements

Pre-requisites

Before you get started, make sure you have everything you need:

• Admin roles
  • Global Admin permissions to create App registrations, upload certificates, and grant admin consent.
  • SharePoint Admin permissions to identify your tenant domain(s) and (if using Sites.Selected) grant per-site permissions.
• Environment details
  • Your SharePoint tenant domain(s), e.g., contoso (and contoso-eu, contoso-apc if applicable).
  • Cloud environment: Commercial or GOV L4.
• Tools (recommended)
  • PowerShell (Windows) with certificate cmdlets, or OpenSSL (macOS/Linux/Windows).
    • Openssl is installed by default on OS X terminals
  • PnP PowerShell if you’ll grant Sites.Selected per-site access via cmdlets.

Understanding Permissions Scopes required for Enterprise Search

Instructions for SharePoint Indexing -App-only with certificate/JWT

1. Register a new App

1. Sign in to the Azure portal.

2. Select Microsoft Entra ID > Manage > App registrations > New registration.

3. On the Register an application page, register an app with the following details

   Field	Value
   Name	Moveworks
   Supported account types	Accounts in this organizational directory only (Single tenant)
   Redirect URI	Leave this field empty

   

4. From the overview page, note down the following values:

   1. Directory (tenant) ID
   2. Application (client) ID

2. Add Application API permissions & grant Admin consent

1. Open the App Registration you created above and click on Manage > API Permissions.

2. Click Add a permission.

3. This will open a panel on the right side:

   
   

4. Select Microsoft Graph.

5. Choose Application permissions :

   
   

6. A search bar will appear:

   
   

7. Search for the permissions you need to grant(noted above) and check the box for each:

   
   

8. Once they’ve all been checked, click Add permissions

9. Repeat the steps again by clicking on Add a permission button and selecting SharePoint.

   
   

10. Similar to the previous steps, select Application permissions.

    
    

11. Select either Sites.Read.All or Sites.Selected based on your requirements (noted above) and click on Add permissions after selecting all scopes.

12. You’ll now see all the newly added permissions will have a status of “Not granted for” your organization.

    

13. To complete the process, click Grant admin consent for your organization

    

14. If this panel appears, click Yes, add other granted permissions to configured permissions then Save and continue, then Grant admin consent, and then Yes.

    

15. You will see green checkmarks on the newly added permissions if this was successful.

3. Generate a self-signed certificate and private key

You need:

• Public certificate (.cer) — upload to the app.
• Private key (privateKey.pem) — uploaded later in Moveworks.

Windows (PowerShell)

1. Create a 2048-bit RSA, SHA-256 self-signed cert (exportable) with 2-year validity (replace the CertStoreLocation with your desired location)
   PowerShell

   $cert = New-SelfSignedCertificate `
     -Subject "CN=Moveworks" `
     -CertStoreLocation "C:\path\to\your\folder" `
     -KeyAlgorithm RSA -KeyLength 2048 -HashAlgorithm SHA256 `
     -KeyExportPolicy Exportable -KeySpec Signature `
     -NotAfter (Get-Date).AddYears(2)

   
   
2. Export the .pfx (choose a password) and .cer
   PowerShell

   $pwd = Read-Host -AsSecureString "Enter PFX password"
   Export-PfxCertificate -Cert "C:\path\to\your\file\$($cert.Thumbprint)" `
     -FilePath ".\Moveworks.pfx" -Password $pwd
   Export-Certificate -Cert "C:\path\to\your\file\$($cert.Thumbprint)" `
     -FilePath ".\certificate.cer"

   
   
3. Export the private key (PEM) from Moveworks.pfx

   openssl pkcs12 -in "C:\path\to\your\file\Moveworks.pfx" -nocerts -nodes -out "C:\path\to\output\file\privateKey.pem"

   
   

macOS/Linux (OpenSSL)

1. Generate Private key + self-signed cert with 2 years validity
   Shell

   openssl req -x509 -newkey rsa:2048 -nodes \
     -keyout privateKey.pem -out certificate.cer \
     -days 730 -subj "/CN=Moveworks"

Verify that both certificate.cer and privateKey.pem are generated successfully in the desired location. Open each file, and ensure the files conform to the following formats:

• The certificate file must start with BEGIN CERTIFICATE and end with END CERTIFICATE
• The private key should begin with BEGIN PRIVATE KEY and end with END PRIVATE KEY.
  • It must not include RSA in the headers, nor be encrypted.

Store the private key in a safe storage since this will be used later to create the connector in Moveworks

4. Bind the cert to the app

• Navigate to the App you created above -> Certifications & secrets -> Certificates -> Upload certificate -> upload the certificate.cer file.

5. Compute x5t (SHA-256)

Windows (PowerShell)

$certPath = "path\to\your\certificate.cer"
$cert = New-Object System.Security.Cryptography.X509Certificates.X509Certificate2($certPath)

$sha256 = [System.Security.Cryptography.HashAlgorithm]::Create("SHA256")
$hash = $sha256.ComputeHash($cert.RawData)

$x5t = [Convert]::ToBase64String($hash) -replace '\+','-' -replace '/','_' -replace '='

Write-Output $x5t

macOS/Linux (OpenSSL)

openssl x509 -in certificate.cer -outform der \
  | openssl dgst -sha256 -binary \
  | openssl base64 -A \
  | tr '+/' '-_' | tr -d '='

1. Note down the x5t token value from the terminal output

Instructions for SharePoint and OneDrive Live Search-Delegated with client secret

1. Register a new App

1. Sign in to the Azure portal.

2. Select Microsoft Entra ID > Manage > App registrations > New registration.

3. On the Register an application page, register an app with the following details

   Field	Value
   Name	Moveworks - Live Search
   Supported account types	Accounts in this organizational directory only (Single tenant)
   Redirect URI	Web -> https://{org}.moveworks.com/auth/oauthCallback

Note:

Ensure the Redirect URI is a Web application, and when specifying the Redirect URI, include your specific sub-domain for MyMoveworks.

https://{org}.moveworks.com/auth/oauthCallback — for US orgs

Make sure to replace the {org} with your specific sub-domain.

If you have a sandbox MyMoveworks environment, please configure an additional URL for that too:

1. On the Home page of the Application you just created, click on the Redirect URIs link

   
   

2. On the page that opens, click on the Add Redirect URI button to add an additional URI

   
   

3. Select Web

   
   

4. Enter the URL for your sandbox MyMoveworks environment and click on Configure.

   https://{org}-sandbox.moveworks.com/auth/oauthCallback — for US orgs

   
   

5. You should now notice both of your MyMoveworks URI configured on this page.

   
   

2. Setup API Permissions

1. Go to API Permissions to add the required MS Graph Permissions:

   

2. Click on Add a permission button. This will open a panel on the right side

3. Select Microsoft Graph.

   

4. Choose Delegated Permissions.

   
   

5. Ensure the following Delegated Permissions are added to the application.

   1. Files.Read.All: lets Moveworks read files the user already has access to in OneDrive and SharePoint document libraries, so it can surface relevant results.
   2. Sites.Read.All: lets Moveworks read site pages and list items the user can access in SharePoint Online.
   3. User.Read: identifies the signed-in user.
   4. offline_access: allows Moveworks to store a refresh token so the user doesn’t have to re-consent every time they search.

6. Click on Add permissions after selecting all of the above permission scopes.

   

7. Verify that all 4 permission scopes are present under Configured permissions.

8. Click on the Grant admin consent for your-org button to make sure all permissions are available for all users to grant access.

   
   

9. If this panel appears, click Yes, add other granted permissions to configured permissions then Save and continue, then Grant admin consent, and then Yes.

   

10. You will see green checkmarks on the newly added permissions if this was successful.

    
    

3. Generate Client Secret

Next, we will need to create a Client Secret for the Registration to connect it to Moveworks.

1. Navigate to the App you created above -> Certifications & secrets

   
   

2. Click on New client secret button. This will open a panel on the right side.

   
   

3. Set the description and expiry of this credential based on your org's policy and click on Add.

4. This will create a new entry on the Client secrets table

5. Make sure to copy the secret present in the Value column and store it in a secure location.

   Note: Once you create the Secret, make sure to save it right now as it cannot be recovered later.

   
   

6. Go back to the Overview page, to capture the following details:

   1. Directory (tenant) ID
   2. Application (client) ID
   
   

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You have now completed all required steps to create a new Enterprise Application and generate the requisite credentials to setup a connector within Moveworks Setup for enabling Live Search. You should have the following details with you now:

• Application (client) ID
• Directory (tenant) ID
• Client Secret

Setup in Moveworks

Connector Creation

1. Log in to your org's MyMoveworks portal
2. Navigate to Moveworks Setup > Connectors > Built-in Connectors
3. Click Create New
4. Search and Select Sharepoint OneDrive NG (Next Gen)
5. Click on Next: Add Creds
6. Input the following details
   1. Connector Name : Name this connector for your future reference. Once set, this name cannot be changed.
   2. Tenant (directory) ID: Enter your Microsoft Entra (Azure AD) tenant ID that uniquely identifies your organization.
   3. Tenant Domains: Enter all the SharePoint tenant domains to ingest data from across the organization, if you have multiple geo-locations configured. Eg: Enter org1 for domain_url org1.sharepoint.com and org2 for domain_url org2.sharepoint.com
   4. Region (optional): Select an option that will be used to establish the base URL. If no selection is made, the default option will be commercial. If GOV L4 is selected .us token url will be created
   5. Application (client) ID: Enter the Application (client) ID from your Indexing Microsoft Entra app registration's Overview page, used for certificate-based authentication.
   6. X.509 Certificate SHA-1/SHA-256 Thumbprint (x5t): Enter the SHA-256 thumbprint of your uploaded certificate from Microsoft Entra, used to verify certificate authenticity (format: hexadecimal string without colons or spaces).
   7. Private Key: Upload the private key as a PEM file that corresponds to the certificate uploaded to your Microsoft Entra app registration.
   8. Application (client) ID: Enter the Application (client) ID from your Live Search Microsoft Entra app registration for delegated/user-consent authentication.
   9. Application Client Secret: Enter the client secret value from your Live Search Microsoft Entra app registration for delegated/user-consent authentication.
   10. Click Save. This connector will now be used to configure content ingestion from Sharepoint Online and enable live search from OneDrive. Refer to the steps mentioned below.

Configuring SharePoint Online and OneDrive for Enterprise Search

Initialising setup

1. Log in to your org's MyMoveworks portal

2. Navigate to Moveworks Setup > Answers > Ingestion > Enterprise Search

3. Click on Create New or Get Started

4. Select SharePoint Online & OneDrive from the dropdown list and click on Get Started

5. You will be redirected to the SharePoint Online & OneDrive ingestion overview page. In the overview page, you will find few info blocks and few configuration blocks.

   1. System Overview: This presents an overview of SharePoint Online & OneDrive support from Moveworks
   2. Ingestion Summary: This provides information on the count of records that has been ingested and serving. The values will appear after the first successful ingestion run.
   3. Connector Selection: In this configuration block, you are required to select the required connector to enable Moveworks to connect and fetch data or enable live search.
   4. Content Selection: In this configuration block, you are required to define the content that should be ingested within Moveworks
   
   

Connector selection and validation

1. Once you click on Select Connector, a connector setup screen will appear as follows

   

   Note: You have a choice here to either select - SharePoint and Online and OneDrive or just configure SharePoint Online. In each of these respective cases, you will also have the option to select SharePoint Online content retrieval via live search.

2. For any of these options, select the connector (from the dropdown) that you have created in the Connector Creation step.

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   Please note: Only the Sharepoint OneDrive NG (Next Gen) connectors will appear in this list.

3. Once the connector is selected, you need to click on Start Validation to validate the connector credentials and required scope.

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   Connector Validation

   This is a mandatory step in order to save the configuration and move to the next step.

   Moveworks validates the selected connector to check:

   • Auth: Moveworks validates if the connector has right credentials to authenticate
   • Content: Moveworks validates if connector has right scopes to fetch content
   • Permissions: Moveworks validates if connector has right scopes to fetch user permissions
   • Users: Moveworks validates if connector has right scopes to fetch user data
   • Groups: Moveworks validates if connector has right scopes to fetch Microsoft365 groups data
   • Site Groups: Moveworks validates if connector has right scopes to fetch site groups data from the specified Site.

   
   

4. In case of SharePoint Online, an example Site URL is required to conduct Connector Validation for all resources. On the dialog box that appears, please configure one of your Site's URL to start the validation process. The Site URL must be of the format: https://{org}.sharepoint.com/{site_url_type}/{site_name}

   
   

5. If the connector is validated successfully, you will see a green info banner as follows. This will also enable selecting the Live Search options and the Connector Validation for Live Search as well.

   
   
   1. If there are any credentials or scope issues, you will receive an error message as follows. Click on View Details to identify the issue. Refer to this step-by-troubleshoot guide (link to be added) to rectify any validation errors.

6. In case of the 1st option, SharePoint Online and OneDrive, we currently only support Live Search for searching content from user's OneDrives. Therefore, the Live Search button is enabled by default. If you would like to not opt for Live Search at all, you can select the 2nd option, select the connector and complete the setup connector selection step here.

   
   

7. If you want to enable Live Search from any of the sources, you will first have to click on Authorize to allow Moveworks to generate the credentials required to validate the live search connection.

   
   

8. Once you have signed-in to your Microsoft User and approved the App, the authorization step will be completed and you will be redirected back to the Moveworks Setup page to click on Start Validation to continue the validation for live search connection.

   
   

9. If the validation is successful, you will notice another green banner.

   
   

10. Once the connector is completely validated successfully, you will be able to Save the configuration.

11. Input the unique configuration name and Save.

    ℹ️

    At this stage, only the configuration entry is created. Ingestion doesn't start immediately after this step. You need to configure the Content Selection step to complete the journey. Refer to the next section for details.

12. Once the configuration is saved, you can view the unique configuration name at the top of the screen. You can also click the pencil 🖊️ icon to edit the configuration name.

    
    

13. Additionally, you will start seeing an entry of your configuration in the Enterprise Search home page. You can click on your configuration to go to edit/ complete the configuration.

    
    

Content Selection

Once the connector selection step is complete and the configuration is saved, you will now be required to define the scope of content that will be ingested in Moveworks.

1. Once you click on Select Content, a content selection screen will appear as follows.

   
   

2. In this screen, you are required to define the Site URLs from which Moveworks will ingest content and apply filters (optionally) to filter down the content further.

3. Sharepoint Site Selection: This is a mandatory configuration. This configuration defines which Sites Moveworks will crawl and ingest content from. As an admin, you get three options

   
   

   1. Only selected Sites(s) (Recommended): Moveworks will only ingest content from specified Site URLs.

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      When to choose this option? Choose this option if you want content to be served only from a subset of Site URLs. For example - Let's assume, the Azure App has access to 15 Sites or All Sites, but you want content to be served only from 5 Sites, then you choose this method.

      How to configure? Enter comma separated Site URL(s).

   2. All except selected: Moveworks will ingest content all except specified Sites.

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      When to choose this option?

      Choose this option if you want content to be served from all except few Sites. For example - Let's assume, the Azure App has access to All 100 Sites, but you want content to be served from 96 Sites, then you choose this method and specify the 4 Site URLs from which Moveworks should not ingest.

      Important Note: The Azure App must be configured with Sites.Read.All permission scope to enable selecting this option.

      How to configure? Select this option and enter comma separated Site URL(s).

   3. All Sites: Moveworks will ingest content all applicable spaces

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      When to choose this option?

      Choose this option if you want content to be served from All Sites within your SharePoint tenant. For example - Let's assume, your SharePoint tenant contains 100 Sites, and you want content to be served from all 100 Sites, then you choose this method.

      Important Note: The Azure App must be configured with Sites.Read.All permission scope to enable selecting this option.

      How to configure? Select this option. You are not required to specify the Site URLs in this scenario.

4. Additional Filters: Use these filters to narrow the content ingestion scope further. Only records matching ALL of the the specified criteria will be included.

   ℹ️

   This is an optional configuration. Moveworks recommend using these filters only if your dataset is very large (i.e. >1million records) so that only relevant content is ingested and served to your employees.

   Currently following filters are supported:

   1. Modified date: Use this filter to include only those content records whose Modified date is after a specified date.
   2. Created date: Use this filter to include only those content records whose Created date is after a specified date.
   

Save and Start Ingestion

Once Space selection is configured, you have two options:

• Save: Clicking this will just save the configuration and not initiate the first ingestion crawl. Use this option, if you would want to complete your configuration in multiple sessions/ sittings.

  • Once you click on Save, you will be redirected to the Confluence overview screen

  • You will notice a banner that prompts you to Start Ingestion

    
    

  • Once you are satisfied with your configuration, you can click on Start Ingestion

  • A confirmation popup will come that provides a summary of the configuration

    
    

  • Click on Confirm

  • After you click on Confirm, ingestion will start shortly.

  • For the first crawl to complete, this generally takes anywhere from few hours to 48 hours depending upon the size of the data.

• Save and Start Ingestion: Click this option if you have completed and validated your content selection configuration and you are ready to initiate the first ingestion crawl.

  • A confirmation popup will come that provides a summary of the configuration

    
    

  • Click on Confirm

  • After you click on Confirm, ingestion will start shortly.

  📘

  Important Note for Admins:

  • It generally takes anywhere from few hours to 48 hours for the first crawl to complete depending upon the size of the data.
  • You can review the status of ingestion via Data Ingestion Viewer and view ingested record in the Ingested File and Ingested Knowledge screens.

Troubleshooting Connector Validation Failures