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Overview

A connection is how you grant SkySync access to the content in your Box account. You will provide the connection information required for SkySync to connect to the platform/server. This grants SkySync access to the account so it can scan and analyze the content based on the policies you create.

Creating a Connection

  1. Select Content from the main menu.

  2. Verify you are on the Connections tab.

  3. Select Add connection.

  4. Select Box as the platform on the Add connection modal.

  5. Enter the connection information. See Connection Authentication Options below for details about each field.

  6. Select Sign in with Box.

  7. On the Box Customer Log In modal, enter the Email Address and Password required to log in to the Box account and select Authorize

  8. Select Grant access to Box when prompted to authorize the connection.

  9. You will see a "Connection test succeeded" message on the Add connection modal. (If you don't see this message, repeat the sign in and authorization steps above.)

  10. Select Done to finish creating the connection. 

  11. The connection will display in the Connections list.

Connection Authentication Options

Below is a list of the authentication options available to create the connection. Select the options that work best for your account and the connection you are creating.

Field

Description

Required

Display as

Enter the display name for the connection. If you will be creating multiple connections, ensure the name readily identifies the connection. The name displays in the application, and you can use it to search for the connection.

If you do not add a display name, the connection will automatically be named using the account owner's name. For example, Box (John Doe). If it will be useful for you to reference the connection by account, you should use the default name. 

Optional

User type

Required

Connect as standard user

Select this option to create a standard connection to access a user's files and folders. This is the default selection.


Connect as account administrator

Select this option to create an administrator connection. This requires administrator privileges and grants access to all accounts within the organization. This option is often used along with impersonation to simplify transferring multiple user accounts. When connected as an administrator, the first level of folders will be user names.


Platform API client credentials

Required

Use the system default client credentials 

Select this option to use the default SkySync client application.


Use custom client credentials 

Select this option to use custom client credentials provided by your administrator. When selected, two additional fields will be available to enter the credentials. Your administrator can use the information provided in the following link to obtain the credentials: Box Documentation - Setting up a JWT app.


Client ID 

This field displays only when you select Use custom client credentials. This value will be provided by your administrator. Your administrator can use the information provided in the following link to obtain the credentials: Box Documentation - Setting up a JWT app.

Optional

Client Secret 

This field displays only when you select Use custom client credentials. This value will be provided by your administrator. Your administrator can use the information provided in the following link to obtain the credentials: Box Documentation - Setting up a JWT app.

Optional

Behavior When Deleting Items

Select the type of delete SkySync should perform if a policy requires deleting items: Permanent or Soft. Soft delete is the default delete behavior; however, Permanent is the recommended behavior.

A soft delete marks items as a deleted and moves them to the platform’s deleted items. You can still access them to restore the items or permanently delete the items.

A permanent delete removes the items. This delete is not reversible.

Optional

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