Add or Edit a Box Business Source

Members of the Administrators and Content Managers built-in groups can add the content of users’ Box enterprise accounts to a Coveo Cloud organization. In a Coveo-powered search interface, the source content is accessible to either everyone or specific users as determined by source permissions (see Content Security). By default, a Box Business source starts a refresh every three hours to retrieve content changes (addition, modification, or deletion).

Source Features Summary

Add or Edit a Box Business Source

1. If not already in the Add/Edit a Box Business Source panel, access 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.

2. 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 can’t change the source name once it’s 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).

     If you still have a Box Business Legacy source, an enterprise ID is required instead. In the Box Enterprise ID box, enter the unique identifier that’s displayed in your Box Enterprise Admin Console, in the Account & Billing tab.

   • Character optical recognition (OCR)

     Check this box if you want Coveo Cloud to extract text from image files or PDF files containing images (see Enable Optical Character Recognition). OCR-extracted text is processed as item data, meaning that it’s fully searchable and will appear in the item Quick View (see Search Result Quick View).

     Since the OCR feature is available at an extra charge, you must first contact Coveo Sales to add this feature to your organization license. You can then enable it for your source.

   • Index

     When adding a source, if you have more than one logical (non-Elasticsearch) index in your organization, select the index in which the retrieved content will be stored (see Leverage Many Coveo Indexes). If your organization only has one index, this drop-down menu isn’t visible and you have no decision to make.

     • To add a source storing content in an index different than default, you need the View access level on the Logical Index domain (see Privilege Management and Logical Indexes Domain).

     • Once the source is added, you can’t switch to a different index.

3. In the Users to Include section:

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

     OR

   • Select Specific, and then, 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 parameters section of the source JSON configuration (see Source JSON Modification Examples). The default value is false.

4. In the Content Security tab, select who will be able to access the source items through a Coveo-powered search interface. For details on this parameter, see Content Security.

5. In the Access tab, determine whether each group and API key can view or edit the source configuration (see Understanding Resource Access):

   1. In the Access Level column, select View or Edit for each available group.

   2. On the left-hand side of the tab, if available, click Groups or API Keys to switch lists.

   If you remove the Edit access level from all the groups of which you’re a member, you won’t be able to edit the source again after saving. Only administrators and members of other groups that have Edit access on this resource will be able to do so. To keep your ability to edit this resource, you must grant the Edit access level to at least one of your groups.

6. Optionally, consider editing or adding mappings between Box item metadata and fields in your Coveo Cloud organization (see Adding and Managing Source Mappings).

   You can only manage mapping rules once you build the source (see Refresh, Rescan, or Rebuild Sources).

7. Complete your source addition or edition:

   • 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.

     On the Sources page, you must click Start initial build or Start required rebuild in the source Status column to add the source content or make your changes effective, respectively.

     OR

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

     Back on the Sources page, you can review the progress of your Box source addition or modification (see Adding and Managing Sources).

8. Optionally, review the source refresh schedule.

   By default, your Box Business source is refreshed every three hours to quickly make your Box Business content changes searchable (additions, modifications, or deletions). When your Box account content doesn’t change frequently, consider increasing the refresh time interval (e.g., every day) to optimize resource consumption (see Edit a Source Schedule).

What’s Next?

Review your source update schedule and optionally change it so that it better fits your needs (see Edit a Source Schedule). By default, your content is refreshed every three hours.