The steps outlined in this runbook will allow you to enable a BOX.NET connector for a customer. The final result will be a JSON file populated with values that needs to be added in the BOX.NET Connector Wizard.

Requirements:

• BOX.NET Developer Account access for creating the App: https://app.box.com/developers/console

• BOX.NET Admin Account access for authorizing the App: https://app.box.com/master

Deliverables:

• JSON file containing App details

• User ID and Enterprise ID

• BOX folder ID to be scanned, if no ID provided the root folder of BOX will be scanned

1. Login to your Box account in a browser

2. Go to Dev Console

Open

Link: https://app.box.com/developers/console

3. Select Create New App

Open

4a. Create Custom App

4b. Add Details for App

5. Select Server Authentication (with JWT) and enter app name Getvisibility, then click Create App

6. In the Configuration tab change App Access Level to App + Enterprise Access and enable Generate user access tokens and then Save changes

Make sure the below Application Scopes are selected

• Content Actions > Read all files and folders stored in Box

• Content Actions > Write all files and folders stored in Box

• Administrative Actions > Manage users

• Administrative Actions > Manage groups

7. In the same Configuration tab, scroll down to Generate a Public / Private Keypair

8. This will result in a JSON file being downloaded by the browser

9. In Authorization tab click Review and Submit followed up with adding a description before submitting the connector for review by BOX.NET admin role

10. Exit Dev Console of BOX.NET and switch to Admin Console

Link: https://app.box.com/master

11. In Admin Console go to Apps > Custom Apps Manager and locate the newly created app and click View button

12. Review the information and Authorize the app

13. Make note of User ID and Enterprise ID of the App in Dev console

Link: https://app.box.com/developers/console

14. Configuring Box connector in Dashboard

• Navigate to Administration -> Data Sources -> Box -> New scan

• Provide the values generated in the above steps from the Box application

• Click on the Folder icon in Path to select a particular folder to scan, or leave the path as empty to scan all folders

• Save the configuration

• Once the configuration is saved, click on the icon on the right and select Start trustee scan to begin the trustee scanning

• The scan results can be viewed under Dashboard -> Access Governance

• Click on the icon on the right and select Start file scan to begin the files scanning

• The results can be viewed under Dashboard -> Enterprise Search

File tagging

Prerequisites

• The Box Pricing Plans required for metadata writing are Business Plus, Enterprise, or Enterprise Plus. The basic Business plan does not include custom metadata and metadata templates.

• The customer must create metadata template to support Getvisibility's tags:

  • In the Admin Console, in the lefthand navigation click Content

  • Toward the top of the page, click Metadata

  • Click Create New

  • Click Name Your Template and enter name as getvisibility

  • Create a new attribute named as Classification with options as: Public, Internal, Confidential, Highly-Confidential

  • Use the Status drop down to indicate this template is Visible

  • Click Save