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 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 or Edit a Dropbox (Personal) Source
When you have the required privileges, you can add the content of your individual Dropbox account to your Coveo organization. Coveo Cloud indexes your Dropbox files to make them searchable only by you, the source creator. Your Dropbox (personal) source starts a refresh every 15 minutes to index Dropbox file changes (additions, modifications, or deletions).
Members with the required privileges could use the View all content option in the Content Browser, edit and rebuild your source, or set your source permission type to Shared to see your personal Dropbox content (see Browse All the Content of Your Organization Index and Source Permission Types). Also, setting your source permission type to Shared allows any user (authenticated or not) that can access your search interface to see the source content. It is thus recommended to only create Dropbox (personal) sources for Dropbox that contain no sensitive data.
When you create the source, you authorize the Coveo organization to read your Dropbox account using OAuth 2.0, a protocol that authorizes access without giving your password.
Source Features Summary
|Dropbox version||Latest cloud version||Following available Dropbox releases|
|Searchable content types||Files, folders, and accounts|
Perform OAuth Protocol With Another Dropbox Account
When you want to create a source using a Dropbox account that is not in your company’s domain or simply not the account you are currently signed in with:
By default, the source content will be available only to you, the source creator.
In the Add a Source of Searchable Content panel (main menu, under Content, select Sources > Add Source button), click Dropbox, and then Dropbox (personal).
In the API Request Authorization Sign In dialog, enter the email and password of the user whose Dropbox content you want to make searchable and click Sign In.
Add or Edit a Dropbox (Personal) Source
Ensure you are signed in with a Dropbox account that is from the same domain as the Dropbox content you want to include (see Perform OAuth Protocol With Another Dropbox Account).
If not already in the Add/Edit a Dropbox (Personal) Source panel, go to the panel:
To add a source, in the main menu, under Content, select Sources > Add source button > Dropbox > Dropbox personal).
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 available parameters:
A descriptive name for your source under 255 characters (not already in use for another source in this organization).
The email of the user whose Dropbox you want to make searchable and with which you performed the OAuth protocol the first time.
Select by who the Dropbox account content is searchable (see Source Permission Types):
Private - Only you, the source creator
Shared - Everyone
- In the 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 (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.
Back in the Coveo Cloud administration console Sources page, you can review the progress of your Dropbox (personal) source addition or modification (see Manage Sources).
Once the source is built or rebuilt, you can review its content in the content browser (see Content Browser - Page).
Review the default refresh schedule in which a source refresh starts every 15 minutes (see Edit a Source Schedule).