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  • Configuring a Max Capacity Connector
  • Step 1: Prepare and Configure Content Systems
  • Step 2: Select Connector
  • Step 3: Select Content Ingestion Strategy
  • Step 4: Define Target Audience
  • Important notes
  • Recommended workflow
Enterprise SearchSearch ConfigurationMax Capacity

Max Capacity Setup

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The Max Capacity Connectors journey is currently in Limited Preview and is not yet available to all customers. The Enterprise Search Application and Plugin themselves are generally available — access depends on entitlement. Contact your Moveworks account team to learn more.

For an overview of what Enterprise Search is and how it works, see Enterprise Search Overview. For the inventory of supported connectors and their capabilities, see Search Connectors.

Configuring a Max Capacity Connector

Max Capacity Connectors are configured through a four-step process. This streamlined approach simplifies setup and ensures organizations can quickly connect their content systems to provide a unified search experience.

Step 1: Prepare and Configure Content Systems

  • Collaborate with your system admin to assess the integration requirements for your chosen connector
  • Follow the detailed configuration guide for your content system (see Search Connectors for links)
  • Create and configure connectors for the content systems in Moveworks Setup
  • Grant the appropriate scopes as specified in the configuration documentation

Step 2: Select Connector

  • Choose authentication strategy: Review recommended options in the right-hand pane (e.g., Service Account, OAuth 2.0) and select the appropriate method for your system

    Note: Authentication strategies vary by content systems

  • Select your connector: From the dropdown, choose the preconfigured connector with correct credentials
  • Connector Validation: Selecting a connector triggers automatic validation of authentication, content access, permissions, users and groups — click on ‘View Details’ to review all validation results

    Note: Validation checks vary by content systems

  • Review validation results:
    • ✅ Green = all checks passed, ready to save
    • ❌ Red = issues that must be fixed before proceeding (e.g., invalid credentials, missing scopes) — Use troubleshooting guides provided in the validation popup to resolve these
    • ⚠️ Yellow = non-critical issues (e.g., server errors) — Retrying usually resolves these errors

      Note: All validations must pass before you can save the connector


Step 3: Select Content Ingestion Strategy

This step applies to indexed connectors only. Live Search connectors (such as Outlook, Slack, and Jira) query the source system in real time and do not require an ingestion strategy.

  • Choose content scope: Select your preferred ingestion strategy - ‘Only selected sources’, ‘All except selected’, or ‘All available sources’
  • Specify content sources: Enter the specific content repositories, folders, or collections you want to include or exclude using the appropriate identifiers for your system
  • Review ingestion limits: Review the system-specific ingestion limits and refer to the right-hand pane to optimize your content selection strategy to stay within those constraints
  • Configure additional filters: Use the additional filters section to narrow your content scope - only records matching all specified criteria will be included in the ingestion
  • Save and proceed: Click ‘Save’ to save your content selection strategy, or ‘Save and Start Ingestion’ to start ingesting content immediately

    Note: Content selection strategies vary by content systems


Step 4: Define Target Audience

After configuring your connector and content ingestion, define who can access search results from this connector by setting up a Target Audience.

  1. From your connector’s home page, click Select Audience (or navigate to the Target audience tab).
  2. Choose one of the following options:
OptionDescription
All usersAllows all users in your organization to search this content. Source permissions from the connected system are still strictly enforced.
Selected users by email IDGrants access only to specific individuals by entering their email addresses. Up to 100 users can be added. Use the search field to find and add users.
No usersTemporarily disables this content from appearing in anyone’s search results.
  1. Click Save to apply your selection.

Important notes

  • New connectors do not serve content until an audience is configured. After setting up a new connector, you must select a target audience and save before any content from this connector appears in search results.
  • Changes take effect immediately. Audience filtering is applied at query time — no re-ingestion or re-indexing is required when you change the audience setting.
  • Source permissions are always enforced. The target audience setting works on top of the source system’s native permissions. Even if a user is in the audience, they can only see content they are authorized to access in the source system.

Recommended workflow

  1. Start with Selected users by email ID to test search results with a small pilot group.
  2. Once validated, switch to All users to roll out content to your entire organization.
  3. If you need to temporarily pause serving content from a connector, switch to No users — ingested content is preserved and can be re-enabled at any time.