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Document Source Configuration

AskSenseOps supports document sources through OneDrive and Local Files (server). This section explains how to configure each source.

Adding a Document Source

  1. Open AskSenseOps.
  2. Navigate to Admin and select Connections under Data.
  3. Click Add connection.
  4. Enter a Connection Name to identify the source.
  5. Optionally, enter a Description.
  6. Select the required option under Platform Type.
  7. Configure the fields for the selected document source.
  8. Test the connection and save it.

Common Fields

Field Description Required
Connection Name Enter a name to identify the connection. Yes
Description Enter optional notes about the connection. No
Platform Type Select OneDrive or Local Files (server). Yes

OneDrive

Select OneDrive under Platform Type.

Prerequisites

Before configuring the connection, ensure that you have:

  • An Azure AD app registration.
  • The Tenant ID, Client ID, and Client Secret for the registered application.
  • The Files.Read.All permission configured for the application.

Azure AD Configuration

Field Description Required
Tenant ID Enter the Tenant ID of your Microsoft Entra ID tenant. Yes
Client ID Enter the Application (Client) ID of the registered application. Yes
Client Secret Enter the client secret value generated for the application. Yes

Use the following locations in the Azure portal to find the required values:

  • Tenant ID: Open Microsoft Entra ID and select Overview.
  • Client ID: Open the registered application and locate its Application (Client) ID.
  • Client Secret: Open Certificates & secrets, create a new client secret, and copy its value.

OneDrive Location

Field Description Required
User Email Enter the user's email address to discover their personal OneDrive. SharePoint libraries are discovered automatically. No
Selected Drive Displays the selected drive after drives have been discovered. No

After saving the connection, click Discover Drives to find the available drives. Select the drive you want to use.

Folder Scoping

Field Description Required
Folder Path Enter a folder path to restrict access to a specific folder and its subfolders. No

Leave Folder Path empty to use the entire selected drive. When a folder path is specified, only files within that folder and its subfolders will be indexed and searchable.

Testing and Saving the Connection

  1. Enter the required Azure AD credentials.
  2. Optionally, enter the User Email and Folder Path.
  3. Click Test Connection to verify the connection.
  4. Click Save Connection to save the configuration.
  5. After saving, use Discover Drives to find and select a drive.

Local Files (server)

Select Local Files (server) under Platform Type.

File Source

The Local Files source allows AskSenseOps to index files from a folder on the server.

The server must have LocalFS enabled. If LocalFS is disabled, the interface displays the following message:

LocalFS is disabled on this server. Set LOCALFS_ALLOWED_ROOTS on the server to enable LocalFS.

Configure LOCALFS_ALLOWED_ROOTS on the server to enable access to the permitted root directories.

Folder Scoping

Field Description Required
Folder Path Enter a path relative to the configured root path to restrict indexing to a specific subfolder. No

Leave Folder Path empty to scan the entire configured root path. When a folder path is specified, indexing is restricted to that subfolder.

User Authentication

Field Description Required
Auth Type Select the authentication method. The displayed option is Microsoft OAuth. Yes
Tenant ID Enter the Tenant ID of your Microsoft Entra ID tenant. Yes
Client ID Enter the Application (Client) ID of the app registration used to authenticate end users. Yes
Client Secret Enter the client secret value generated for the app registration. Yes

Use the following locations in the Azure portal to find the required values:

  • Tenant ID: Open Microsoft Entra ID and select Overview.
  • Client ID: Use the app registration that will authenticate end users.
  • Client Secret: Open Certificates & secrets, create a new client secret, and copy its value.

Testing and Saving the Connection

  1. Configure the permitted root directories on the server if LocalFS is disabled.
  2. Enter the Folder Path if you want to restrict indexing to a specific subfolder.
  3. Select the required Auth Type and enter the Microsoft OAuth credentials.
  4. Click Test Connection to verify the configuration.
  5. Click Save Connection to save the connection.