File server setup: Google Drive, OneDrive, Dropbox and ShareFile

This article covers the provider-specific details for connecting one of the cloud storage providers to Kompass. It assumes you have read the File server integration article, which explains the overall setup: the three-step wizard, directory categories, the identifier template, and permissions.

All four providers below use the same OAuth-based wizard: select the backend, authorise Kompass with your provider account, then select the drive or folder to connect. Kompass always requests read-only access. The account you sign in with determines what Kompass can see, so use an account that has access to all the folders you want to expose, and that will keep that access long term (a shared service account is often a better choice than a personal one).

Google Drive

No special settings are needed on the Google side. Sign in with the Google account that holds the files and approve the consent screen, which asks for read-only access to Drive.

• The connection uses the signed-in account's My Drive. Shared drives are not offered in the selection step, so the project folders need to be visible within My Drive of the account you sign in with.
• If your Google Workspace organisation restricts which third-party apps may access Drive, a Workspace administrator may need to allow Kompass before the sign-in succeeds.
• Downloads are streamed through Kompass. No sharing links are created on your Drive.

OneDrive / SharePoint

Sign in with a Microsoft 365 account. Kompass requests read-only access to files and SharePoint sites (the Files.Read, Files.Read.All and Sites.Read.All permissions, plus offline access so the connection keeps working without re-authentication).

• The drive selection step lists the personal OneDrive drives of the signed-in account and the document libraries on your organisation's root SharePoint site. Document libraries on other SharePoint sites are not currently offered, so place the folders you want to connect in a library on the root site.
• If your Microsoft Entra ID tenant requires administrator consent for new applications, an administrator may need to approve Kompass the first time someone signs in.
• Downloads use short-lived links generated by Microsoft, valid for one hour.

Dropbox

No special settings are needed. Sign in with the Dropbox account and approve the consent screen, which asks for read-only access to file metadata and content.

• The whole Dropbox account is connected. There is no drive or folder selection step, so point the paths in the Categories configuration at the right folders instead.
• Downloads use Dropbox temporary links, valid for one hour.

Citrix ShareFile

Sign in on the ShareFile login page with your ShareFile account. ShareFile identifies your company account by its subdomain, so enter that if prompted. No settings need to be changed in ShareFile itself.

• After authorising, you choose the root for the connection: Personal Folders or Shared Folders of the signed-in account. For company-wide project folders this is usually Shared Folders.
• Downloads work differently from the other providers: when a user downloads a file, Kompass creates a short-lived share in ShareFile (it expires the next day and does not require login) and sends the user directly to the download link. These shares appear in your ShareFile activity and share lists. This is expected and not a sign of misuse.

After authorising

Once the wizard completes, continue with the steps from the main article: run Test connection to see the top-level folders, then configure the Categories field and the identifier template so Kompass can match folders to projects.