2023:Box (CMIS Binding) - Revision history

Dgreenwood: Dgreenwood moved page 2023:Box (CMIS Connection Type) to 2023:Box (CMIS Binding)

2025-05-13T15:15:58Z

Dgreenwood moved page 2023:Box (CMIS Connection Type) to 2023:Box (CMIS Binding)

← Older revision	Revision as of 10:15, 13 May 2025
(No difference)

Randallkinard at 17:36, 21 November 2024

2024-11-21T17:36:41Z

← Older revision		Revision as of 12:36, 21 November 2024
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	Due to this, you may experience issues with your '''''Import''''' or '''''Export Mappings''''' when upgrading to 2021 and beyond. You may need to manually reconfigure your '''''Import''''' or '''''Export Mappings''''' upon upgrading. If you are using a Box connection, please validate your mappings and test them upon upgrading to ensure they behave appropriately.		Due to this, you may experience issues with your '''''Import''''' or '''''Export Mappings''''' when upgrading to 2021 and beyond. You may need to manually reconfigure your '''''Import''''' or '''''Export Mappings''''' upon upgrading. If you are using a Box connection, please validate your mappings and test them upon upgrading to ensure they behave appropriately.

	~~== Glossary ==~~
	~~<u><big>'''Activity'''</big></u>: {{#lst:Glossary\|Activity}}~~

	~~<u><big>'''Batch Folder'''</big></u>: {{#lst:Glossary\|Batch Folder}}~~

	~~<u><big>'''Batch Process'''</big></u>: {{#lst:Glossary\|Batch Process}}~~

	~~<u><big>'''Batch'''</big></u>: {{#lst:Glossary\|Batch}}~~

	~~<u><big>'''Behavior'''</big></u>: {{#lst:Glossary\|Behavior}}~~

	~~<u><big>'''Box'''</big></u>: {{#lst:Glossary\|Box}}~~

	~~<u><big>'''CMIS Connection Type'''</big></u>: {{#lst:Glossary\|CMIS Connection Type}}~~

	~~<u><big>'''CMIS Connection'''</big></u>: {{#lst:Glossary\|CMIS Connection}}~~

	~~<u><big>'''CMIS Export'''</big></u>: {{#lst:Glossary\|CMIS Export}}~~

	~~<u><big>'''CMIS Repository'''</big></u>: {{#lst:Glossary\|CMIS Repository}}~~

	~~<u><big>'''CMIS+'''</big></u>: {{#lst:Glossary\|CMIS+}}~~

	~~<u><big>'''CMIS'''</big></u>: {{#lst:Glossary\|CMIS}}~~

	~~<u><big>'''Content Model'''</big></u>: {{#lst:Glossary\|Content Model}}~~

	~~<u><big>'''Content Type'''</big></u>: {{#lst:Glossary\|Content Type}}~~

	~~<u><big>'''Data Field'''</big></u>: {{#lst:Glossary\|Data Field}}~~

	~~<u><big>'''Data Model'''</big></u>: {{#lst:Glossary\|Data Model}}~~

	~~<u><big>'''Document Type'''</big></u>: {{#lst:Glossary\|Document Type}}~~

	~~<u><big>'''Execute'''</big></u>: {{#lst:Glossary\|Execute}}~~

	~~<u><big>'''Export Behavior'''</big></u>: {{#lst:Glossary\|Export Behavior}}~~

	~~<u><big>'''Export Definition'''</big></u>: {{#lst:Glossary\|Export Definition}}~~

	~~<u><big>'''Export'''</big></u>: {{#lst:Glossary\|Export}}~~

	~~<u><big>'''Extract'''</big></u>: {{#lst:Glossary\|Extract}}~~

	~~<u><big>'''Project'''</big></u>: {{#lst:Glossary\|Project}}~~

	~~<u><big>'''Reference'''</big></u>: {{#lst:Glossary\|Reference}}~~

	~~<u><big>'''Repository'''</big></u>: {{#lst:Glossary\|Repository}}~~

	~~<u><big>'''Review'''</big></u>: {{#lst:Glossary\|Review}}~~

	~~<u><big>'''Secondary Types'''</big></u>: {{#lst:Glossary\|Secondary Types}}~~

Dgreenwood at 18:59, 1 October 2024

2024-10-01T18:59:21Z

← Older revision		Revision as of 13:59, 1 October 2024
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	\|}		\|}

	==How To==		==How to==

	=== Understanding the Box ~~Platform~~ ===		=== Understanding the Box platform ===

	{\|class="fyi-box"		{\|class="fyi-box"
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	<tabs>		<tabs>
	<tab name="Understanding Box As A File System" style="margin:25px">		<tab name="Understanding Box As A File System" style="margin:25px">
	====Understanding Box ~~As A File System~~====		====Understanding Box as a file system====
	{\|class="how-to-table"		{\|class="how-to-table"
	\|		\|
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	</tab>		</tab>
	<tab name="Understanding Box As Data Storage Platform">		<tab name="Understanding Box As Data Storage Platform">
	==== Understanding Box ~~As Data Storage Platform~~ ====		==== Understanding Box as a data storage platform ====
	{\|class="how-to-table"		{\|class="how-to-table"
	\|		\|
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	</tabs>		</tabs>

	=== How to ~~Create~~ a Box CMIS Connection ===		=== How to create a Box CMIS Connection ===

	Creating and configuring a '''CMIS Connection''' is the first step to importing and exporting with Box.		Creating and configuring a '''CMIS Connection''' is the first step to importing and exporting with Box.
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	\|}		\|}

	=== Import ~~Documents Using~~ Box ===		=== Import documents using Box ===

	{\|class="wip-box"		{\|class="wip-box"
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	\|}		\|}

	=== Export ~~Documents Using~~ Box ===		=== Export documents using Box ===

	==== Configuring a ~~Basic~~ Box ~~Export~~ ====		==== Configuring a basic Box export ====

	You can export processed documents from Grooper using a Box connection by configuring an '''''Export Behavior'''''.		You can export processed documents from Grooper using a Box connection by configuring an '''''Export Behavior'''''.
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	\|}		\|}

	==== Configuring a ~~Mapped~~ Box ~~Export~~ ====		==== Configuring a "mapped" Box export ====

	Mapped exports allow users to map data Grooper extracts to fields in a Box metadata template. Configuring a "mapped export" is part of configuring the '''''CMIS Export''''. Data can be mapped to a single metadata template or multiple metadata templates.		Mapped exports allow users to map data Grooper extracts to fields in a Box metadata template. Configuring a "mapped export" is part of configuring the '''''CMIS Export''''. Data can be mapped to a single metadata template or multiple metadata templates.
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	\|}		\|}

	===== Mapping to ~~Multiple Metadata Templates~~ =====		===== Mapping to multiple "metadata templates" =====
	{\|class="how-to-table"		{\|class="how-to-table"
	\|		\|
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	\|}		\|}

	==== Testing the ~~Export~~ and ~~Viewing~~ the ~~Final Results~~ ====		==== Testing the export and viewing the final results ====

	Now that the '''''Export Behavior(s)''''' have been configured, it's time to export the document to Box.		Now that the '''''Export Behavior(s)''''' have been configured, it's time to export the document to Box.
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	<tabs>		<tabs>
	<tab name="Testing by Right-Clicking a Document">		<tab name="Testing by Right-Clicking a Document">
	==== Testing by ~~Right~~-~~Clicking~~ a ~~Document~~ ====		==== Testing by right-clicking a document ====
	{\|class="how-to-table"		{\|class="how-to-table"
	\|		\|
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	</tab>		</tab>
	<tab name="Testing the Export Within a Batch Step">		<tab name="Testing the Export Within a Batch Step">
	==== Testing the Export ~~Within a Batch Step~~ ====		==== Testing the export with the Export step tester ====
	This section will detail texting export using an '''Export''' step's "Activity Tester".		This section will detail texting export using an '''Export''' step's "Activity Tester".

Dgreenwood: /* Known Issues & Limitations */

2024-10-01T18:55:54Z

Known Issues & Limitations

← Older revision		Revision as of 13:55, 1 October 2024
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	</tabs>		</tabs>

	== Known ~~Issues~~ & ~~Limitations~~ ==		== Known issues & limitations ==

	=== ~~Upgrade Issues~~ ===		=== File and folder limitations in Box ===

	~~There is a known issue upgrading~~ Box ~~'''CMIS Repositories''' from 2.9 to 2021 and beyond. The way '''''Import''''' and '''''Export Mappings''''' are configured changed radically from version 2.9 to 2021. Further~~, the Box ~~binding was dramatically improved in version 2021.~~		To mitigate problems when exporting to Box, users should be aware of the following limitations in Box:
			* No single folder can contain more than 15,000 files. For the best performance, a single folder should have at most 10,000 files.
	~~Due to this~~, ~~you may experience issues with your '''''Import''''' or '''''Export Mappings''''' when upgrading to 2021 and beyond~~. ~~You may need to manually reconfigure your '''''Import''''' or '''''Export Mappings''''' upon upgrading. If you are using~~ a ~~Box connection~~, ~~please validate your mappings and test them upon upgrading to ensure they behave appropriately~~.		* Folder names should not be longer than 100 characters.
			* File paths should not be longer than 255 characters.

	=== Box CMISQL Query ~~Limitations~~ ===		=== Box CMISQL Query limitations ===
	<section begin="box_query_limitations" />		<section begin="box_query_limitations" />
	The Box API has some built in requirements to perform search queries. This is not something Grooper can get around. In the past, this has caused Grooper users a lot of confusion when configuring <code>WHERE</code> clauses in CMISQL search queries.		The Box API has some built in requirements to perform search queries. This is not something Grooper can get around. In the past, this has caused Grooper users a lot of confusion when configuring <code>WHERE</code> clauses in CMISQL search queries.
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	* Modified by (cmis:lastModifiedBy)		* Modified by (cmis:lastModifiedBy)
	<section end="box_query_limitations" />		<section end="box_query_limitations" />
			=== Upgrade issues ===

			There is a known issue upgrading Box '''CMIS Repositories''' from 2.9 to 2021 and beyond. The way '''''Import''''' and '''''Export Mappings''''' are configured changed radically from version 2.9 to 2021. Further, the Box binding was dramatically improved in version 2021.

			Due to this, you may experience issues with your '''''Import''''' or '''''Export Mappings''''' when upgrading to 2021 and beyond. You may need to manually reconfigure your '''''Import''''' or '''''Export Mappings''''' upon upgrading. If you are using a Box connection, please validate your mappings and test them upon upgrading to ensure they behave appropriately.

	== Glossary ==		== Glossary ==

Randallkinard at 14:04, 26 August 2024

2024-08-26T14:04:10Z

@@ Line 15: / Line 15: @@
 Please note the '''Projects''' ZIP does not contain the configured '''CMIS Connection''' or '''''Export Behaviors''''' referenced in this article.  You will need your own Box account to fully configure these resources.
 |}
 ==About==
 Integration with '''[https://www.box.com/home Box]''' in '''Grooper''' leverages the '''[[CMIS+]]''' architecture to allow you to take full advantage of this powerful '''[https://en.wikipedia.org/wiki/Content_management_system Content Management System]'''.
@@ Line 658: / Line 603: @@
 * Modified by (cmis:lastModifiedBy)
 <section end="box_query_limitations" />
-[[Category:Articles]]
-[[Category:Version 2023]]
+== Glossary ==

Dgreenwood: /* About */

2024-06-20T16:13:38Z

About

← Older revision		Revision as of 11:13, 20 June 2024
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	[[File:Box-add-client-id.png\|thumb\|Sceenshot of the "Add App" dialogue in the Box Admin Console\|left]]		[[File:Box-add-client-id.png\|thumb\|Sceenshot of the "Add App" dialogue in the Box Admin Console\|left]]

	This is the easiest method for most users. It will add a ~~pre-approved~~ Grooper app to your Box account.		This is the easiest method for most users. It will add a Grooper app to your Box account. This app is pre-approved by Box, meaning you don't have to wait for Box to approve the custom app.

Dgreenwood: /* About */

2024-06-20T16:08:47Z

About

← Older revision		Revision as of 11:08, 20 June 2024
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	<br clear=all>		<br clear=all>

	'''Option 2: Connecting ~~with~~ "App Settings" JSON'''		'''Option 2: Connecting using Custom App Settings ("App Settings" JSON)'''

	This route is preferable for smaller Box accounts. Connecting with a Box account ID ('''''Box User ID''''') will consume one of your Box user accounts. This can cause connection issues for organizations with the minimum of 3 user accounts in Box.		This route is preferable for smaller Box accounts. Connecting with a Box account ID ('''''Box User ID''''') will consume one of your Box user accounts. This can cause connection issues for organizations with the minimum of 3 user accounts in Box.

Dgreenwood: /* About */

2024-06-20T16:07:41Z

About

← Older revision		Revision as of 11:07, 20 June 2024
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	'''Option 1: Connecting using a Box User ID'''		'''Option 1: Connecting using a Box User ID'''
	[[File:Box-add-client-id.png\|thumb\|Sceenshot of the "Add App" dialogue in the Box Admin Console\|left]]		[[File:Box-add-client-id.png\|thumb\|Sceenshot of the "Add App" dialogue in the Box Admin Console\|left]]

			This is the easiest method for most users. It will add a pre-approved Grooper app to your Box account.


	Using the Admin Console, go to "Apps" then "Custom Apps" to add Grooper.		Using the Admin Console, go to "Apps" then "Custom Apps" to add Grooper.


	As part of the setup, you will be prompted to enter a ~~'''''~~Client ID~~'''''~~, listed below:		As part of the setup, you will be prompted to enter a "Client ID", listed below:

	<code>z9iyazstefwydilz4x3abdi3w79wogow</code>		<code>z9iyazstefwydilz4x3abdi3w79wogow</code>

Dgreenwood: /* About */

2024-06-20T16:05:46Z

About

← Older revision		Revision as of 11:05, 20 June 2024
Line 85:		Line 85:


	~~[[File:Box-add-client-id.png\|thumb\|Sceenshot of the "Add App" dialogue in the Box Admin Console]]~~
	'''Option 1: Connecting using a Box User ID'''		'''Option 1: Connecting using a Box User ID'''
			[[File:Box-add-client-id.png\|thumb\|Sceenshot of the "Add App" dialogue in the Box Admin Console\|left]]

	Using the Admin Console, go to "Apps" then "Custom Apps" to add Grooper.		Using the Admin Console, go to "Apps" then "Custom Apps" to add Grooper.

Dgreenwood: /* About */

2024-06-20T16:03:48Z

About

← Older revision		Revision as of 11:03, 20 June 2024
Line 85:		Line 85:


			[[File:Box-add-client-id.png\|thumb\|Sceenshot of the "Add App" dialogue in the Box Admin Console]]
	'''Option 1: Connecting using a Box User ID'''		'''Option 1: Connecting using a Box User ID'''

	~~[[File:Box-add-client-id.png\|frame\|class=simpleborder\|right]]~~
	Using the Admin Console, go to "Apps" then "Custom Apps" to add Grooper.		Using the Admin Console, go to "Apps" then "Custom Apps" to add Grooper.

← Older revision		Revision as of 12:36, 21 November 2024
Line 609:		Line 609:

	Due to this, you may experience issues with your '''''Import''''' or '''''Export Mappings''''' when upgrading to 2021 and beyond. You may need to manually reconfigure your '''''Import''''' or '''''Export Mappings''''' upon upgrading. If you are using a Box connection, please validate your mappings and test them upon upgrading to ensure they behave appropriately.		Due to this, you may experience issues with your '''''Import''''' or '''''Export Mappings''''' when upgrading to 2021 and beyond. You may need to manually reconfigure your '''''Import''''' or '''''Export Mappings''''' upon upgrading. If you are using a Box connection, please validate your mappings and test them upon upgrading to ensure they behave appropriately.

	~~== Glossary ==~~
	~~<u><big>'''Activity'''</big></u>: {{#lst:Glossary\|Activity}}~~

	~~<u><big>'''Batch Folder'''</big></u>: {{#lst:Glossary\|Batch Folder}}~~

	~~<u><big>'''Batch Process'''</big></u>: {{#lst:Glossary\|Batch Process}}~~

	~~<u><big>'''Batch'''</big></u>: {{#lst:Glossary\|Batch}}~~

	~~<u><big>'''Behavior'''</big></u>: {{#lst:Glossary\|Behavior}}~~

	~~<u><big>'''Box'''</big></u>: {{#lst:Glossary\|Box}}~~

	~~<u><big>'''CMIS Connection Type'''</big></u>: {{#lst:Glossary\|CMIS Connection Type}}~~

	~~<u><big>'''CMIS Connection'''</big></u>: {{#lst:Glossary\|CMIS Connection}}~~

	~~<u><big>'''CMIS Export'''</big></u>: {{#lst:Glossary\|CMIS Export}}~~

	~~<u><big>'''CMIS Repository'''</big></u>: {{#lst:Glossary\|CMIS Repository}}~~

	~~<u><big>'''CMIS+'''</big></u>: {{#lst:Glossary\|CMIS+}}~~

	~~<u><big>'''CMIS'''</big></u>: {{#lst:Glossary\|CMIS}}~~

	~~<u><big>'''Content Model'''</big></u>: {{#lst:Glossary\|Content Model}}~~

	~~<u><big>'''Content Type'''</big></u>: {{#lst:Glossary\|Content Type}}~~

	~~<u><big>'''Data Field'''</big></u>: {{#lst:Glossary\|Data Field}}~~

	~~<u><big>'''Data Model'''</big></u>: {{#lst:Glossary\|Data Model}}~~

	~~<u><big>'''Document Type'''</big></u>: {{#lst:Glossary\|Document Type}}~~

	~~<u><big>'''Execute'''</big></u>: {{#lst:Glossary\|Execute}}~~

	~~<u><big>'''Export Behavior'''</big></u>: {{#lst:Glossary\|Export Behavior}}~~

	~~<u><big>'''Export Definition'''</big></u>: {{#lst:Glossary\|Export Definition}}~~

	~~<u><big>'''Export'''</big></u>: {{#lst:Glossary\|Export}}~~

	~~<u><big>'''Extract'''</big></u>: {{#lst:Glossary\|Extract}}~~

	~~<u><big>'''Project'''</big></u>: {{#lst:Glossary\|Project}}~~

	~~<u><big>'''Reference'''</big></u>: {{#lst:Glossary\|Reference}}~~

	~~<u><big>'''Repository'''</big></u>: {{#lst:Glossary\|Repository}}~~

	~~<u><big>'''Review'''</big></u>: {{#lst:Glossary\|Review}}~~

	~~<u><big>'''Secondary Types'''</big></u>: {{#lst:Glossary\|Secondary Types}}~~