OneDrive for Business Connector

Use the OneDrive for Business Connector node to distribute documents to OneDrive for Business, Microsoft’s cloud storage service that allows organizations to provide each team member with a storage place. The connector allows you to send documents to OneDrive for Business via an automated workflow, or you can access OneDrive for Business directly at the MFP panel.

Note: To use the OneDrive for Business Connector node, you must have a OneDrive for Business account.

Configuring the OneDrive for Business Connector

To open the node’s configuration window (shown above), add a OneDrive for Business Connector distribution node to your workflow and double-click on it. You have the following options:

• Enabled - To enable this node in the current workflow, select the toggle until “Enabled” displays. The default setting is “Enabled”. If you disable the node:

  • The workflow will ignore the node.

  • The node will not check for logic or error conditions.

  Important! If you disable this node, and no other distribution nodes are enabled, it will not cause the workflow to fail validation, but no processed documents will output and they may be lost.

• Name - The name in this field appears below the node’s icon in the workflow. The node’s name defaults, but you can edit it. For example, you can specify a name that indicates the node’s function in the workflow.

• Description - Enter a description for this node that details its purpose in the workflow, and/or to distinguish it from other nodes in the workflow. If the description is long, you can hover the mouse over the field to read its entire contents.

  This field is optional and is for internal use. That is, it appears only in this window and not in the workflow.

Buttons

• Help - Accesses Online Help.
• Metadata - Accesses the Metadata Browser.
• Cancel - Exits the window without saving any changes.
• Save - Preserves your node configuration and exits the window.

Authorization

To use this node in a workflow, you must connect it to a OneDrive for Business account. Once you connect to an account and save the node, the account will be available for selection the next time you access the node in the current workflow. To connect to a OneDrive for Business account, do the following:

1. Select Add Account. The OneDrive for Business login window appears:

   

2. Enter the login information for the OneDrive for Business account. Then, select Sign in. You return to the OneDrive for Business Connector node.

   

Note: You can add only one OneDrive for Business account per session. To add another OneDrive for Business account, you must save the node and reopen it.

4. If multiple accounts are available, select the radio button next to the desired account.

5. To modify the default the number of seconds the system is allowed to attempt to connect with the specified account, enter a value in the Connection Timeout field.

Deleting an Account

To delete an account, select the Delete icon next to the account you want to delete. A window with the following options appears:

• No - Cancel the delete action and return to the node configuration window.

• Yes - Delete the account from this node. You can add the account again later.

• Yes, Permanently - Delete the account from the tenant, including all workflows. You can add the account again later.

  Caution! Selecting this option can impact workflow performance.

Document Options

In the Document Options area, you can update certain aspects of documents that pass through the node.

• Overwrite Document in Library - By checking this box, a document that is uploaded to OneDrive for Business with the same name as an existing document will replace the existing document. By default, this box is unchecked, and new documents with the same name will have a unique number added so as to save both versions.

Customizing the OneDrive for Business Connector Node

Once connected to a OneDrive for Business account, the Folder Browser area populates with a tree-view of your OneDrive for Business folders, sub-folders, and files. Browse through your OneDrive for Business folder structure and choose a folder in which to store your documents. The Folder Path field automatically updates with the selected folder path.

Sending Documents to a New Folder

To create a new folder in OneDrive for Business, select New Folder from the Folder Browser toolbar. The Create New Folder window appears:

Enter the name for the new folder in the Folder Name field, and then select Create. The folder appears in the Folder Browser.

Tip: You can also type in a folder path that includes one or more folders that do not currently exist within the OneDrive for Business account. The OneDrive for Business Connector node will automatically create any new folders and then upload the document(s) to that location.

File and Folder Name Restrictions

The following restrictions apply to file and/or folder names:

• File names cannot start with a space or end with a space

• You cannot start a file name with two period characters (..)

• Non-printable characters cannot be included in a file name (tabs, newlines, etc.)

• Do not use <  >  :  "  /  \  |  ?  *

• File names cannot only be a tilde (~). However, a tilde can be used in a file name along with other characters, including a file extension.

• The metadata key {workflow:modified} cannot be used in the folder path, because the resolved value contains a colon (:).

View Options

The toolbar in the Folder Browser area provides the following view options for your OneDrive for Business folders:

Icon	Name	Description
	Show/Hide Files	Click this button to show or hide files stored in OneDrive for Business folders. When you have selected to Hide Files, you will only see folders.
	Refresh	Click this button to refresh the current view with the most up-to-date folders/files.
	Change View	Click this button to change from list view to grid view and back.

Accessing OneDrive for Business at the MFP

At the MFP, take the following steps:

1. Select your workflow - If only one workflow is currently running, that workflow appears. However, if multiple workflows are running, the Selection screen appears and you must select a workflow.

2. Scan your document - Use the MFP to scan your document. Options available are dependent upon the options selected in the MFP Capture node. If a Form Selector node has been configured, continue to step 3. Otherwise, skip to step 5.

3. Enter your login credentials - If a OneDrive for Business account has not already been selected during node setup, you will need to tap the Add Account button to add your OneDrive for Business account before entering your login credentials.

4. Select your File Destination - When you are logged in, you can use the folder navigation to select the destination for your file upload. The Folder Path field displays the current folder path of the destination folder.

5. Select the “Scan” button - This sends the scanned document to the selected OneDrive for Business account and folder.