Box Connector

To enhance the search capabilities for your content stored in Box, configure the following connector in Search AI. This integration allows for a streamlined and efficient search experience.

Specifications

Type of Repository	Cloud
Content Supported	The following file formats are supported for content ingestion: PDF: .pdf Word Documents: .doc Text Files: .txt
RACL Support	Yes
Automatic Permission Entities Resolution	Yes
Content Filtering	No

Authorization Support

Search AI uses the OAuth 2.0 authorization code grant type to access the resources on the Box account.

Integration Steps

To enable content ingestion from the Box account, perform the following steps:

• Create an OAuth application in Box
• Configure the Box connector in Search AI

Create an OAuth application in Box Account

1. Log in to the developer console in your Box account.

2. Go to My Apps and click Create New App.

3. Create a Custom App.

   • On the first step of the app creation wizard, provide the basic details of the app, such as name, description, purpose, etc.
     

   • On the next step, select User Authentication(OAuth 2.0) and click Create App.

4. Go to the Configuration tab of the newly created app.

   • A client ID and secret are generated automatically. These client credentials are used for connector configuration in Search AI.
   • Go to the OAuth 2.0 Redirect URIs section and provide the following redirect URIs per your region or deployment.
     • JP Region Callback URLs: https://jp-bots-idp.kore.ai/workflows/callback
     • DE Region Callback URLs: https://de-bots-idp.kore.ai/workflows/callback
     • Prod Callback URLs: https://idp.kore.com/workflows/callback
   • Go to the Application Scopes section and enable the following scopes:
     • Read all files and folders stored in Box: Required to access the content in Search AI.
     • Write all files and folders stored in Box: Required to download the content from Search AI.
   • Save the changes.

Configuring the Box connector

1. Go to the Connectors page in the Search AI application.

2. Select the Box Connector and provide the following configuration details as shown below.

   • Name - Provide a unique name for the connector.
   • Authorization Type - Set it to OAuth 2.0. Currently, this is the only supported mechanism.
   • Grant Type - Set it to Authorization Code.
   • Client ID - Provide the Client ID generated above.
   • Client Secret - Provide the Client Secret generated above.
   • Click Connect. This will require user permission to access the box account. Login and grant access.
   • Upon successful authentication, the Box Connector is connected to the Box account and ready for use.

Content Synchronization

Content Synchronization fetches all the content accessible in the box account, including files and files within folders, and ingests it into the Search AI application.

Go to the Configuration tab and click Sync Now to immediately synchronize content between the box account and the Search AI application. You can also set up a scheduled sync at a future time using the Schedule Sync option.

RACL Support

SearchAI supports automatic resolution of permission entities for Box content. It automatically identifies users who have access to a file or folder in Box. These users are automatically associated with the corresponding permission entities in SearchAI.

When the Permission Aware option is enabled, the access information from Box is stored in the sys_racl field of the ingested content. For each file, the file owner is always included in the sys_racl field by default. If there are collaborators on the file, all corresponding users are also added to the sys_racl field.

When a file or folder is set to Public Access, the ingested content is available to all users, and the sys_racl field is set to *.

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