If not already in the Add/Edit a Box Business Source panel, go to the panel:

• To add a source, in the main menu, under Content, select Sources > Add source button > Box > Box Business.

  OR

• To edit a source, in the main menu, under Content, select Sources, and then double-click the desired source row.

In the Add/Edit a Box Business Source panel, in the Configuration tab, enter appropriate parameter values:

• Source name

  A descriptive name for your source under 255 characters (not already in use for another source in this organization).

  user@domain.com-Public-Box

  You cannot change the source name once it is created.

• Authorization

  Enter the Box application credentials in JSON format (see Use an Application Config File).

  OR

  Click Choose File to select a JSON format credentials file to upload (see Use an Application Config File).

• Security

  Select who should be able to access the Box content through a Coveo search (see Source Permission Types). Available options are:

  • Shared - Everyone

    OR

  • Secured - Only users authenticated in the search interface will see the source items for which they have read permission.

  Users to Include Section

  Select All if you want to make all your managed Box accounts searchable.

  OR

  In the User emails box that appears, enter the user email addresses corresponding to the Box accounts you want to make searchable.

  When you want users to be included as separate items, add the IndexUsers hidden parameter and set it to true in the source JSON configuration (see Source JSON Modification Examples). The default value is false.

In the Configuration Access tab, determine whether each group and API key can view or edit the source configuration. In the Access Level column, select View or Edit for each available group. On the left-hand side of the tab, if available, click Groups or API Keys to switch lists.

Optionally, consider editing or adding mappings between Box item metadata and fields in your Coveo Cloud organization (see Edit the Mappings of a Source: [SourceName]).

Finish adding/editing your source:

• Click Add Source/Save when you want to save your source configuration changes without starting a build/rebuild, such as when you know you want to do other changes soon.

• Click Add and Build Source/Save and Rebuild Source when you are done editing the source and want to make changes effective.

  Back in the Coveo Cloud administration console Sources page, you can review the progress of your Box source addition or modification (see Sources - Page).

Optionally, review the source refresh schedule.

By default, your Box Business source is refreshed every 15 minutes to quickly make your Box Business content changes searchable (additions, modifications, or deletions). When your Box account content does not change frequently, consider increasing the refresh time interval (such as every hour or every day) to optimize resource consumption (see Edit a Source Schedule: [SourceName] - Panel).