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 Dropbox Business Source
When you have the required privileges and a Dropbox Business account with administrator credentials, you can add the content of the Dropbox of your team members to your Coveo organization. The source can be shared or secured (see Content Security). By default, your Dropbox Business source starts an incremental refresh every 15 minutes to index Dropbox file changes (addition, modification, or deletion).
When you create the source, you authorize the Coveo organization to read your Dropbox Business account using OAuth 2.0, a protocol that authorizes access without giving your password.
Source Features Summary
|Dropbox Business version||Latest cloud version||Following available Dropbox Business releases|
|Searchable content types||Teams, Accounts, Files (files and folders)|
Rebuild or security identity provider update needed to update shared folder permissions.
|Permission types||Secured||Shared Link permissions are not supported due to a Dropbox Business API limitation.|
Before configuring your source, you must ensure that your Dropbox instance is ready to work with Coveo Cloud.
Authorize Your Coveo Cloud Organization to Access the Dropbox of Your Team Members
Perform the OAuth 2.0 protocol (see Authorizing the Coveo Connector to Access the Dropbox of Your Team Members).
Add or Edit a Dropbox Business Source
If not already in the Add/Edit a Dropbox Business Source panel, go to the panel:
To add a source:
In the main menu, under Content, select Sources > Add source button > Dropbox > Dropbox Business.
In the Sign in to Dropbox to link with Coveo Cloud Platform for Business window that appears, enter the Email and Password of a Dropbox Business administrator account that has access to the desired content, and then click Sign in.
Click Allow to allow Coveo to access your Dropbox Business content.
To edit a source, in the main menu, under Content, select Sources > source row > Edit in the Action bar.
In the Configuration tab, enter appropriate values for following parameters:
A descriptive name for your source under 255 characters (not already in use for another source in this organization).
Select who can see items from this source in a search interface that includes this source in its scope (see Content Security):
Secured: Only users authenticated in the search interface will see the source items for which they have read permission.
- 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 (see Manage Source Mappings).
You can only manage mapping rules once you build the source (see Add or Edit a Source).
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.
Once the source is built or rebuilt, you can review its content in the content browser (see Inspect Items With the Content Browser).
Review the default refresh schedule in which a source refresh starts every 15 minutes (see Edit a Source Schedule).