Configuring OneDrive as an organizational data source

Configuring Microsoft OneDrive as a data source for ZoomMate provides a new way for your organization to manage and work with knowledge stored on third-party platforms while respecting content access settings. By connecting your organization's OneDrive, users can enhance their ZoomMate experience by providing it with access to your internal documentation.

Learn more about configuring third-party data sources in AI Studio.

Requirements for configuring OneDrive as an organizational data source

• Account owner or admin privileges
• Show conversational AI Companion enabled
• A Microsoft 365 organizational account with Global Admin access, including OneDrive and SharePoint access

How to connect OneDrive as a data source

1. Sign in to the Zoom web portal.
2. In the top-right corner, click your profile picture or initials, then click Admin Center.
3. In the side menu, click Product configuration.
4. Click AI Studio, then Integrations.
5. Locate the OneDrive card and click + Connect.
6. When prompted, enter your Microsoft 365 administrative credentials.
7. Click Allow to authorize the connection.

How to configure Sync settings

Once connected, you can manage how data is pulled from OneDrive into the platform. You can define specific rules to control which content is indexed.

1. On the OneDrive Data Source page, navigate to Sync settings.
2. Next to Inclusion rules, click the dropdown arrow.
3. Under Owners, click the dropdown arrow and select the desired users whose files should be synced.
   Note: Selecting All owners will sync all accessible content by default.
4. Next to Exclusion rules, click the dropdown arrow.
5. Under Owners, click the dropdown arrow and select the desired users whose files should not be synced.
   Note: Exclusion rules take priority over inclusion rules.
6. Click Save to apply your rules.

How to configure Content access and Account mapping

Through account mapping, Zoom user accounts will be matched with corresponding user accounts in OneDrive. This enables ZoomMate to retrieve only content that the specific user has permission to view in OneDrive.

1. Under the Content access section, locate Account mapping.
2. Click Set up mapping.
3. Review the mapping configuration, then click Save.
   The Progress indicator will display the status of linked accounts (e.g., Progress (47/2596)).

Important notes about mapping

• Processing Time: Mapping can take a significant amount of time, depending on the number of users in your organization; please wait for the process to complete.
• Partial Mapping: Accounts will only be mapped if the Zoom user has a corresponding identity and access to the OneDrive app.
• Security of Knowledge: Zoom adheres to your existing Microsoft 365 permission structures.

How to monitor sync status

The OneDrive integration provides real-time visibility into the health of your data connection. The Status card displays:

• Status: Shows the current state of the sync (e.g., Completed, In Progress, or Failed).
• Synced items: The total count of items successfully imported from OneDrive.
• Anomalous items: A count of items that failed to sync due to errors or formatting issues.
• Last updated: A timestamp showing exactly when the last data refresh occurred.

How to disconnect OneDrive as a data source

To remove the integration from your Zoom account:

1. Sign in to the Zoom web portal.
2. In the top-right corner, click your profile picture or initials, then click Admin Center.
3. In the side menu, click Product configuration.
4. Click AI Studio, then Integrations.
5. In the Connected section, click the ellipsis icon to the right of the OneDrive application.
6. Click Delete.
7. Click Delete to confirm.

Disconnecting the integration will remove Zoom's access to your content and stop all data synchronization. This action cannot be undone, but you can reconnect the integration at any time.

Data security

The OneDrive Data Source integration is designed with security as a priority:

• Respects Permissions: The integration honors OneDrive’s internal content access settings. The AI will only leverage data that it has been granted permission to access.
• Secure Data Handling: Data is handled according to enterprise-grade security standards to protect your proprietary information while enhancing ZoomMate's knowledge context.