Box data source
This topic provides details on how to capture Box with Collect.
Before using the Box data source in Collect, you must create and authorize Collect as an application in Box.
Creating an application with Box
Create and download a config.json file. For more information, see Box's
The config.json file will contain the values required to configure a data source connection in Collect.
- Log into Box and navigate to the Developer Console.
- Click Create New App.
- Click Custom App
- Select Server Authentication (with JWT).
- Enter an App Name.
- Click Create App.
- In App Access level, select App Access + Enterprise Access.
- In Content Actions, select Read all files and folders stored in Box and Write all files and folders stored in Box.
- In Advanced Features, select Make API calls using as-user header and Generate user access tokens.
- Add and Manage Public Keys clicking Generate a Public/Private Keypair. Authentication is required for this step.
A .json file will be downloaded to your machine. Save the file in a secure location. This file contains the values required to configure a data source connection in Collect. This file can also be downloaded from the App Settings section.
Authorizing an application
Ensure your Box application is approved for usage within your enterprise. Follow the steps provided by Box to submit for approval.
Finally, the authentication application must be authorized by a Box admin before use.
Creating the data source
In RelativityOne, use the following procedure to connect the Box data source to Collect:
On the Collect Admin page,
- Click the New Collection Source Instance button.
- Enter in a unique name for the data source.
- Select the Box data source.
- Enter the required Settings information. This information can be found in the .json file. For more information, see Data source settings.
- Click Save.
For more information, see Creating a collect data source.
You need to gather the settings information listed. This information can be found in the .json file. Then enter the data into the Settings fields:
- Client ID—enter the Client ID of the requesting application. This can be found with authorization_code, client_credentials, or urn:ietf:params:oauth:grant-type:jwt-bearer as the grant_type.
- Client Secret—enter the client secret of the requesting application to gain an access token.
- Public Key ID—enter the Public Key ID of the requesting application that is found in your app configuration settings .json file.
- Private Key—enter the encrypted private key that is found in your app configuration settings .json file.
- Passphrase—enter the pass phrase that is found in your app configuration settings .json file.
- Enterprise ID—enter the Enterprise ID that is found in your app configuration settings .json file.
Configuring the data source
Configure the data sources chosen in the Collection Details step. If you select multiple data sources in the first step, you will configure all sources in the step. Switch between each source by clicking the name of the data source in the left navigation menu. Clicking Next and Previous also moves you through the data sources. Select individual data sources by clicking on the checkbox and then using the right arrows to select them. After selecting the data sources to configure, fill out the criteria. Each data source has different criteria to enter.
Add search criteria to collect specific data. To configure the data sources, complete the following fields:
- Select and unselected tabs—choose the data sources to collect from by moving unselected data sources to the selected list.
- Field—choose the field to filter on within the data source.
- Notes: This field is only required when a calendar source is selected.
- Operator—choose an operator such as equals, contains, greater than, or less than.
- Value—enter a value to find in the selected field.
|Created Date||Greater Than or Equals, Less Than or Equals||When you use the Creation Date property in a query, the search returns all messages that equal/doesn’t equal, greater/less than the date entered.||If you search “Greater Than 1/1/2001,” your results include all messages created after January 1, 2001.|
|Modification Date||Greater Than or Equals, Less Than or Equals||When you use the Modification Date property in a query, the search returns all updated files that equal/doesn’t equal, greater/less than the date entered.||If you search “Less Than 1/1/2020,” your results include all files modified before January 1, 2020.|