Microsoft OneDrive for Business Connector Deployment Overview

The following procedure outlines the steps needed to deploy the Microsoft OneDrive for Business connector. The OneDrive for Business connector supports the two SharePoint versions containing OneDrive for Business (2013 and Online) as well as various authentication modes. The configuration steps depend on the configuration of your SharePoint environment.

1. Validate that your environment meets the requirements: 

   • Coveo license for the OneDrive for Business connector

     Your Coveo license must include support for the Microsoft OneDrive for Business connector to be able to use this connector (see What Information Is Displayed in the License Page?).

   • (For SharePoint Online only) Configure DNS records for Office 365 at your DNS hosting provider.

     1. Log in to Office 365 admin center with an administrator account.

     2. In the navigation bar on the left, select Domains.

     3. In the Manage domains page:

        1. Under Domain Name, select your corporate domain (not company.onmicrosoft.com) check box.

        2. Next to the Action column, under the [domain name], click Domain settings.

     4. In the [domain name] page, in the DNS records section, take note of the DNS records.

     5. Configure these DNS records in your DNS host provider (see Create DNS records for Office 365 when you manage your DNS records).

     6. In the [domain name] page, in the DNS records section, click the Troubleshoot domain link to ensure the DNS records were correctly configured.

   • CES 7.0.8047+ (December 2015) [more]

   • ADFS requirements

     When your SharePoint environment uses ADFS as a trusted identity provider, your ADFS setup must meet specific requirements (see ADFS Server Requirements for a Claims Security Provider).

   • Supported SharePoint version:

     • SharePoint Online

     • SharePoint 2013 (on-premises)

2. On your SharePoint farm:

   1. Select or create a user that the connector will use to crawl your OneDrive for Business content. Refer to the following table to identify the required type of user for your type of SharePoint environment.

      SharePoint environment	SharePoint Web Application Enabled authentication	Type of user	User format
      Classic (2013)	Windows	Windows account	domain\username or username@domain.com
      Claims (2013)	Windows	Windows account
      	ADFS	ADFS SSO
      	Okta	Okta SSO	username@domain.com
      Online	Native	Native Office 365 account	username@domain.onmicrosoft.com
      	SSO with ADFS	Single Sign-On Office 365 account	username@domain.com
      	SSO with Okta

   2. Grant appropriate SharePoint permissions to the crawling account you selected to ensure access to all the content that you want to index (see Granting SharePoint Permissions to the Crawling Account).

3. On the Coveo Master server, in the Administration Tool:

   1. (When you want to index OneNote files) Setup IFilters:

      1. Download and install the Microsoft Office 2010 Filter pack (see Microsoft Office 2010 Filter Packs).

         Note: Ensure your CES server meets the system requirements.

      2. Load IFilter mapping (see Applying IFilters to Document Types).

      Notes:

      • OneNote pages are inside OneNote sections when the sections are separate documents.

      • Ignore the .onetoc2 document type as these files do not contain any data by filtering them out. Onetoc2 files are shortcuts created by OneNote that are not relevant.

   2. Configure the user identity

      Once the crawling account has been set up, you must create a CES user identity for this account (see Adding a User Identity).

   3. When indexing OneDrive for Business content inside SharePoint Online, you must install the Windows Azure AD module on the Coveo Master server because it is needed by the Office 365 security provider (see Installing the Windows Azure AD Module for Windows PowerShell).

   4. Referring to the following table, create the security providers required for your SharePoint environment following the order in the numerical icons.

      Required security provider type	Online		2013 on-premises
      	Office 365 Native	SSO ADFS	Classic Windows	Claims-based
      Active Directory			1	1
      Claims for SharePoint on-premises				2
      Claims for SharePoint Online	1 OR	1 OR
      Claim to Email for SharePoint Online	1	1
      Office 365	2	2
      SharePoint	3	3	2	3

      Note: When an Active Directory security provider is required, use the out-of-the-box Active Directory security provider.

   5. Configure and index the Microsoft OneDrive for Business source

      The Coveo connector needs to know details about your Microsoft SharePoint server or farm to be able to index its content (see Configuring and Indexing a Microsoft OneDrive for Business Source).