Add or Edit a Source
- Amazon S3 Source
- Box (Personal) Source
- Box Business Source
- Confluence Cloud 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
- OTCS 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 Source
Administrators and content managers can add the content of a personal Box account to a Coveo Cloud organization. Coveo Cloud indexes Box files to make them searchable only by the source creator, or by everyone, depending on the Content security parameter selection. By default, a Box source starts a refresh every three hours to retrieve content changes (addition, modification, or deletion).
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:
|Content security options||Secured|
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 the 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.
Character optical recognition (OCR)
Check this box if you want Coveo Cloud to extract text from image files and/or PDF files containing images (see Enable Optical Character Recognition). OCR-extracted text is processed as item data, meaning that it is fully searchable and will appear in the item Quick View (see Search Result Quick View).
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 Multiple Coveo Indexes). If your organization only has one index, this drop-down menu is not visible and you have no decision to make.
Select by who the Box account content is searchable (see Content Security). Your options are:
Private: Only the source creator will be able to find the source content in the search interface. They must however authenticate to the search interface with the identity with which they created the source.
Shared: Everyone will be able to find the source content in the search interface.
- 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 Adding and Managing 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.
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.
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 Content Browser - Page).
Optionally, review the source refresh schedule.
By default, your Box source is refreshed every three hours 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 (e.g., every day) to optimize resource consumption (see Edit a Source Schedule).
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.