Choose your OneDrive setup
Set up Microsoft 365 before connecting OneDrive. Choose the instructions that match the OneDrive setup screens in your Admin console.
- Use the new setup if you see Connect, Set up indexing, and Review setup.
- Use the previous setup if you configure the connector on a Setup tab and finish with Save.
The setup interface does not determine whether app credentials are separate or inherited. If OneDrive has editable client ID and certificate fields, enter its own app's credentials there. The tenant ID stays with Microsoft 365 and is hidden or read-only in OneDrive. If Glean marks the credentials as inherited, keep the existing shared app and manage its credentials on Microsoft 365.
You don't need to recreate a connection, replace an existing app, or reauthenticate users because these instructions changed.
OneDrive setup comparison: New versus previous
Both setups give you the same indexed connector once complete, and both are permission-aware. Real-time access is also available in both paths. What differs is when tools become available and how you configure the underlying app.
- New setup guides you through configuring tools, registering the indexing app, uploading its certificate, granting permissions, and starting the crawl.
- Previous setup uses the Setup tab to configure indexing and enable real-time access. Configure tools separately.
| New setup | Previous setup | |
|---|---|---|
| What you prepare in Microsoft | Register the OneDrive indexing app, upload its certificate, and grant content permissions. Configure a separate tools OAuth app if you choose Custom | Register the OneDrive app, upload its certificate, and grant its content permissions |
| What you configure in Glean | Configure tools in Connect, complete Set up indexing, then review the configuration and begin indexing | Retrieval methods, crawl scope, restrictions, and real-time access |
| Who needs to be involved | A Glean admin, and a Microsoft 365 Global Admin to grant admin consent | The same two roles |
| How indexing runs | In the background once you begin it, on the crawl schedule | On the crawl schedule you configure |
| Whose permissions apply | Permission-aware. OneDrive access controls, mirrored into the index and enforced at query time | The same |
| What changes for your current setup | Follow the credential fields shown in your setup | Nothing. Your connector, its configuration, and its crawl continue to run unchanged |
| Where to start | Set up OneDrive | Set up the indexing connector |
See also
- OneDrive overview covers connection methods, what gets indexed, permissions, and limitations.
- Set up OneDrive is the new guided setup flow.
- Set up the indexing connector is the previous connector setup reference.
- Real-time access covers the always-live retrieval option.