Setup

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Connect to Box

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Required permissions for setup

• The user setting up this data source must be the Box Admin.
• Note: Unfortunately co-admin does not work. Co-admins cannot access other co-admin’s items so we will not be able to crawl all of the expected information.

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Create a new custom app

1. Log into the Box Developer Console. Select Create New App and select Custom App.
2. Choose Server Authentication (with JWT) as the authentication mode. Name the app Glean.
3. Under the Configuration tab, check that these are selected: | Section Name | Settings | |--------------------|------------------------------------------| | App Access Level |
   • App + Enterprise Access
   | | Application Scopes |
   • Read all files and folders stored in Box
   • Write all files and folders stored in Box
   • Manage users
   • Manage groups
   • Manage enterprise properties
   | | Advanced Features |
   • Make API calls using the as-user header
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4. Press Save Changes in the top right corner.

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Generate app key

1. In the Configuration tab, scroll down to the Add and Manage Public Keys section.
2. Click Generate a Public/Private Keypair. This will download a JSON file.
3. Upload the JSON file on step 2 of the main menu to add it to the keystore.

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Authorize new app

1. Still on the Configuration tab, scroll up to the section labeled OAuth 2.0 Credentials and copy the Client ID.
2. Now, sign into the Box Admin Console.
3. Go to Apps > Custom Apps Manager and click on the Add App button in the top right.
4. In the modal similar to the image shown below, paste the client ID you copied from the Developer Console.
5. Review and authorize the app.
6. Click Save in Glean. You’re all set!