- Amazon S3 Source
- Box Business Source
- Catalog Source
- Confluence Cloud Source
- Confluence Server Source
- Database Source
- Dropbox Business Source
- Exchange Enterprise Source
- File System Source
- Generic REST API Source
- Gmail for Work Source
- Google Drive for Work Source
- Jira Software Cloud Source
- Jira Software Server Source
- Jive Cloud Source
- Jive Server Source
- Khoros Community 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
- Slack Source
- Twitter Source
- Web Source
- YouTube Source
- Zendesk Source
- Connector Building Best Practices
Add or Edit a Dropbox Business Source
If you have a Dropbox Business account with administrator credentials, you can index the content of your team members’ Dropbox and make it searchable through a Coveo-powered search interface.
When you create a 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 Key Characteristics
|Dropbox Business version||Latest cloud version||Following available Dropbox Business releases|
|Searchable content types||
Teams, Accounts, Files (files and folders)
For file types that can't be downloaded directly using the Dropbox API, your Dropbox Business source indexes the default export format of the file instead, if one exists. For example, if a
|Content update operations||Refresh||
Takes place every three hours by default. A rebuild or security identity provider update is required to update shared folder permissions.
|Content security options||Determined by source permissions||If you select the Determined by source permissions option, keep in mind that Coveo can't replicate all Dropbox access permissions in your search interface. Specifically, it supports the permissions of folders shared between Dropbox users through the Dropbox sharing feature. However, it can't replicate the permissions of a folder shared through a link and permissions of files located inside a non-shared folder.|
Add or Edit a Dropbox Business Source
“Sign in to Dropbox” Window
When adding a source, you must first authenticate with Dropbox Business in the Sign in to Dropbox window to allow Coveo to access your content.
Enter the credentials of a Dropbox Business administrator account that has access to the content you want to index, and then click Sign in.
The authentication process uses the OAuth 2.0 protocol and automatically connects the Coveo team application to your Dropbox Business instance. The Coveo team application appears in the Team Apps section of your Dropbox instance, and includes an access token that’s used by your source to access your Dropbox content.
On the Add/Edit a Dropbox Business Source subpage, the Configuration tab is selected by default. It contains your source’s general and content information, as well as other parameters.
Enter a name for your source.
A source name can’t be modified once it’s saved, therefore be sure to use a short and descriptive name, using letters, numbers, hyphens (
-), and underscores (
_). Avoid spaces and other special characters.
Character Optical Recognition (OCR)
If you want Coveo Cloud to extract text from image files or PDF files containing images, check the appropriate box. OCR-extracted text is processed as item data, meaning that it’s fully searchable and will appear in the item Quick View. See Enable Optical Character Recognition for details on this feature.
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.
“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.
The Source Creator security option is not available for a Dropbox Business source. If you select the Determined by source permissions option, keep in mind that Coveo can’t replicate all Dropbox access permissions in your search interface. Specifically, it supports the permissions of folders shared between Dropbox users through the Dropbox sharing feature. However, it can’t replicate the permissions of a folder shared through a link and permissions of files located inside a non-shared folder.
In the Access tab, determine whether each group and API key can view or edit the source configuration (see 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.
Finish adding or editing your source:
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 Source/Save.
To add the source content or to make your changes effective, on the Sources page, you must click Launch build or Start required rebuild in the source Status column.
When you’re done editing the source and want to make changes effective, click Add and Build Source/Save and Rebuild Source.
Back on the Sources page, you can review the progress of your source addition or modification.
Once the source is built or rebuilt, you can review its content in the Content Browser.
Optionally, consider editing or adding mappings.
You can only manage mapping rules once you build the source (see Refresh, Rescan, or Rebuild Sources).