Add or Edit a Source
- Amazon S3 Source
- Box (Personal) Source
- Box Business V2 Source
- Box Business Legacy Source
- Confluence Cloud Source
- Confluence Legacy Source
- Confluence Self-Hosted Source
- Database Source
- Dropbox (Personal) Source
- Dropbox Business Source
- Exchange Enterprise Source
- Exchange Online (Personal) Source
- File System Source
- Generic REST API Source
- Gmail for Work Source
- Gmail (Personal) Source
- Google Drive (Personal) Source
- Google Drive for Work Source
- Jira Software Cloud Source
- Jira Software Self-Hosted Source
- Jive Cloud Source
- Jive Server Source
- Lithium Source
- Microsoft Dynamics 365 Source
- OneDrive for Business Source
- Push Source
- RSS Source
- Salesforce Source
- ServiceNow Source
- SharePoint Online Source
- SharePoint Online Legacy Source
- SharePoint Server Source
- Sitecore Source
- Sitemap Source
- Twitter Source
- Web Source
- YouTube Source
- Zendesk Source
Add or Edit a Box Business Source
Source Features Summary
|Box version||Latest cloud version||Following available Box releases|
|Searchable content types||Files, folders, enterprises, users, and web links|
Rescan or rebuild needed to:
Note 1: By default, shared link permissions are ignored, meaning that an item only shared with a link is only visible by its owner in your Coveo search interface. Contact Coveo Support for assistance on how to take shared link permissions into account.
Add or Edit a Box Business Source
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.
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:
A descriptive name for your source under 255 characters (not already in use for another source in this organization).
You cannot change the source name once it is created.
Enter the Box application credentials in JSON format (see Use an Application Config File).
Click Choose File to select a JSON format credentials file to upload (see Use an Application Config File).
Select who should be able to access the Box content through a Coveo search (see Content Security). Available options are:
Shared - Everyone
Secured - Only users authenticated in the search interface will see the source items for which they have read permission.
In the Users to Include section:
- Select All if you want to make all your managed Box accounts searchable.
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
IndexUsershidden parameter and set it to
truein the source JSON configuration (see Source JSON Modification Examples). The default value is
- In the Access tab, determine whether each group and API key can view or edit the source configuration (see Understanding Resource Access):
- 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.
If you remove the Edit access level from all the groups of which you are a member, you will not 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.
Optionally, consider editing or adding mappings between Box item metadata and fields in your Coveo Cloud organization (see Manage Source Mappings).
You can only manage mapping rules once you build the source (see Refresh, Rescan, or Rebuild Sources).
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.
In 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.
Click Add and Build Source/Save and Rebuild Source when you are done editing the source and want to make changes effective.
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).
Review your source update schedule (see Edit a Source Schedule).