Add/Edit a Source - Panel
- 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 Source
- OneDrive for Business Source
- Push Source
- RSS Source
- Salesforce Source
- SharePoint Online Source
- SharePoint Online Legacy Source
- SharePoint Server Source
- Sitecore Source
- Sitemap Source
- Twitter Source
- Web Source
- YouTube Source
- Zendesk Source
Add/Edit Box Source - Panel
When you have the required privileges, you can add the content of your personal Box account to your Coveo organization. Coveo Cloud indexes your Box files to make them searchable only by you, the source creator, or by everyone, depending on your Security parameter selection.
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:
Add or Edit a Box Source
If not already in the Add/Edit a Box Source panel, go to the panel:
To add a source:
In the main menu, under Content, select Sources > Add Source button > Box > Box (Personal).
If not already logged in to Box, in the Log in to grant access to Box panel, enter your Box credentials (email address and password), and then click Authorize.
In the next panel, review the rights that the Coveo Cloud Platform requests to access your Box account, and when you agree, click Grant access to Box.
To edit a source, in the main menu, under Content, select Sources > source row > Edit in the Action bar.
In the Add/Edit a Box Source panel, in the Configuration tab, enter appropriate values for available parameters:
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.
The Box account email.
Select by who the Box account content is searchable (see Source Permission Types):
Private - Only you, the source creator
Shared - Everyone
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.
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 Edit the Mappings of a Source: [SourceName]).
You can only manage mapping rules once you build the source (see Add/Edit a Source - Panel).
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 source is refreshed every 15 minutes to quickly make the changes searchable (additions, modifications, or deletions) in your Box account. 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).
Once the source is built or rebuilt, you can review its content in the content browser (see Content Browser - Page).