Table of contents

This article outlines what the Box Federated Search Connector is, and includes steps on how to install and authorize the Search Connector.

What is it?

Box is a content management platform for storing digital assets. Box provides businesses with the Content Cloud — a single, secure platform built for the entire content lifecycle, from file creation and sharing, to co-editing, signature, classification, and retention.

Box Federated Search Connector allows you to search content in Box from your Happeo Search Bar.

The features of the Search Connector include:

  •  Box results show in your Search Suggestions
  •  Adds a new Search Tab for Box results
  •  Allows using Box-specific filters 
  •  Clicking on a Search Result will open Box on the browser

Box_Federated_Search_Connector_1.png

How to install 

To install the Box Federated Search Connector, you can:

  1. Navigate to the Admin Settings by clicking your Happeo avatar and selecting Admin Settings
  2. Click Apps
  3. Select (or search for) the Box Search Connector
  4. Click Add to Happeo
  5. Once you’ve clicked Add to Happeo, you will receive a notification stating that you’ve installed the Search Connector successfully. To finalize this process, you will need to enable the Search App in the Search Settings. You can click Take me there within the notification to complete this process
    1. If you don’t receive a notification, you can also select the Search tab within the Admin Settings
  6. Within the Search tab, find the Box Search Connector and toggle the options you wish to have enabled. You can choose between / both:
    1. Show in search (full search overview)
    2. Show in search predictions (search bar autocomplete)

Box_Federated_Search_Connector_2.png

How to uninstall

Uninstalling the Box Federated Search Connector is simple! 

As an Admin, you can navigate to the:

  1. Admin Settings (by clicking your avatar)
  2. Apps
  3. Click the Box Search Connector
  4. Select Uninstall
  5. Click Yes, uninstall

How to authenticate

Once the Box Federated Search Connector has been successfully installed, regular users will need to authenticate the app

As a regular user, to authenticate the app you can:

  1. Type in what you are looking for in Happeo’s Search Bar
  2. Hit Enter or scroll down through the Search Results and click See all results for: “(what you typed in)”. This will bring you to a new window
  3. At the top of the page, you will see a list of tabs, some of which include apps that have been enabled by your platform Admin. Click Box
  4. A message will appear indicating that you have not authorized the app. Click Authorize and follow the instructions
  5. Once you have logged in and authorized the app, navigate to Happeo and refresh the page. You should now be able to view Search Results in both the Search Predictions and the Search Overview for Box (depending on what the platform Admin has enabled in terms of the Search App Settings)
    1. You should receive an email from Box confirming the success of the integration

Filtering options

You can narrow down the search results by different filter options such as:

  • Content type
  • Date updated
  • File Type
  • Owner

File Type

The types of filters under File Type include: 

  • Box note
  • Documents
  • Presentations
  • Spreadsheets
  • PDFs
  • Images
  • Videos

 

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