Setting up Box as a Source

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Access Required

Guru Access: You need to be an Admin, Source Creator, or relevant custom role to set up Sources

Box Access: If you want to set up your permissions in Guru you do not need to be an Admin. If you want to inherit your team's permissions from Box you need to be an Admin.

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Important

When syncing large amounts of content, be aware of Box's monthly rate limits.

Box enforces two types of rate limits:

• 1,000 API requests per minute
• 100,000 API requests per month (Enterprise Plan)

Want to understand Box's rate limits better? Click here.

Setting up Box as a Source

1. Navigate to Manage > Sources.
2. Select Box from the icon menu.
3. Select your account type.

   1. If you want to set up your permissions in Guru, under Select your account type select Read and write for admins.

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      Note

      The required scopes include:

      • root_readonly
      • root_readwrite
      • manage_managed_users
      • manage_groups
      • manage_webhook

   2. If you want to inherit your team's permissions from Box, Under Select your account type select Read and write for non-admins.

      ✍️

      Note

      The required scopes include:

      • root_readonly
      • root_readwrite
      • manage_managed_users
      • manage_groups
      • manage_webhook

4. Click Authorize Access and log in to Box.
5. Choose which content to sync - this is called Selective Sync. Limiting the synced content to only what's necessary improves sync speed and search relevance. You can also choose to sync all data.
6. If you want to set up permissions to content in Guru, specify which Guru Groups should have access to the content once synced. Otherwise, if you choose "Use permissions from Box" - Knowledge Agents will respect the permissions from Box.
   1. Admins have the option of adding a Source Owner for each Source. Source Owners can add Viewers or other Owners, and delete the Source.
   2. An Owner can be added during this initial setup stage, or later by clicking manage access for that Source.
7. Guru will send a confirmation email when the initial sync is complete. This will also be indicated in the web app when you see the Sync status change from "Initializing" to "Synced."

Objects synced from Box

Primary objects are the objects used to generate the search record.

Permissions

When setting up Box you can either establish permissions in Guru, or inherit them from Box directly.

• Inherited Permissions
  • See above the level of access needed to inherit permissions. If the authenticating user selects to inherit permissions from Box, they will first define the scope of content that will be synced based on what they have access to, and others access within that will be respected. Guru recommends authenticating with a service user to ensure that the desired content is synced in.
• Setting up Permissions in Guru
  • You can also permissions that content in Guru. Learn more here. If someone is not provided with access in Guru to this source, they will not see Box results in searches or when chatting with Guru.