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Choose your Box setup

Glean offers two Box setup flows. Choose the flow that matches the setup page and connector instance in your workspace.

  • New setup uses a guided flow with Connect, Set up indexing, and Review setup steps. Use it for a new Box connector when your workspace shows this flow.
  • Previous setup uses one connector form and the managed Central OAuth flow. Use it for an instance created through the previous setup flow, or when your workspace does not show the guided flow.

You can also start from the Box home page.

Box setup comparison​

Both flows use the same Box crawler requirements. New setup also connects Box tools during setup, using an OAuth grant that is separate from the indexing authorization.

New setupPrevious setup
ConnectAuthorize Box tools during the Connect stepAuthorize Glean from the existing connector setup page
IndexingComplete a separate indexing authorization during Set up indexingComplete indexing authorization from the existing setup page
ToolsReview and manage tools from the connector's Tools tab after setupContinue using the separate tools configuration for the existing instance
Where to startNew setupPrevious setup

What you need​

Prepare the following before you begin:

  • A Glean admin who can add and configure connectors
  • A Box Enterprise account
  • A Box Admin account that can authorize the Glean application

Glean does not support Box co-admin accounts. Use a Box Admin account so Glean can crawl all expected content.

For details about content, permissions, crawling, and limitations, see the Box overview.

See also​

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