2023:Box (CMIS Binding)

A Box Connection is a type of CMIS Connection one can set up in Grooper in order to import documents from, or export documents to Box.

About

You may download and import the files below into your own Grooper environment (version 2023). The first contains a Project with several Content Models used as examples throughout this article. The second contains some example Batches of sample documents. Media:2023_Project_-_Wiki_-_Box (CMIS Binding)_-_Simple_-_Export.zip Media:2023_Project_-_Wiki_-_Box (CMIS Binding)_-_Multiple_-_Metadata_-_Export.zip Media:2023_Batches_-_Wiki_-_Box (CMIS Binding)_-_Simple_-_Export.zip Media:2023_Batches_-_Wiki_-_Box (CMIS Binding)_-_Multiple_-_Metadata_-_Export.zip

Integration with Box in Grooper leverages the CMIS+ architecture to allow you to take full advantage of this powerful Content Management System.

⚠

If you are integrating Box with Grooper for the first time, your Box administrator will need to add Grooper as a "Custom App" before connecting. 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. These Client IDs are version specific. Grooper 2.90: cvl1qcgv14wu2dsyji3evncrq0de5h3l Grooper 2021: z9iyazstefwydilz4x3abdi3w79wogow Grooper 2022: z9iyazstefwydilz4x3abdi3w79wogow Grooper 2023: z9iyazstefwydilz4x3abdi3w79wogow

How To

Understanding the Box Platform

FYI	This article assumes you already have a Box account and can access it.

Understanding Box As A File SystemUnderstanding Box As Data Storage PlatformUnderstanding the Content Model for Mapped ExportsMapped Export Prereq: Extracted Data

Understanding Box As A File System

It is important to understand Box is essentially a cloud-based file system. It is a storage repository consisting of files in folders.

Understanding Box As Data Storage Platform

As well as a basic file system, Box can store data using "Metadata Templates". Metadata Templates can be assigned to files or folders in Box. The image on the right is showing the Metadata Template assigned to a folder in this Box environment. Metadata Templates are added in Box by your Box Admin. Any number of custom metadata fields can be added to the template. This Metadata Template is very simple. It has just three fields ("ID", "First Name" and "Last Name") With a Metadata Template attached to a file or folder, values for each field can be saved in Box. With a "Mapped Export", you can marry data Grooper collects for a document with a corresponding field in the Metadata Template on export. To see how you would go about creating a "Mapped Export", click here: #Configuring a Mapped Box Export

Understanding the Content Model for Mapped Exports

The purpose of this Content Model is to simply extract three fields of information from a document in its accompanying Batch. These three fields in the Data Model ("ID", "First Name" and "Last Name") correspond to the three fields in the Box Metadata Template ("ID", "First Name" and "Last Name"). When performing a Mapped Export, Grooper can not only export the document to a folder location in Box, but export the data it collects for these three fields to the Metadata Template Box attaches to the exported file. To see how you would go about creating a "Mapped Export", click here: #Configuring a Mapped Box Export

Mapped Export Prereq: Extracted Data

Please note! Before the Document Export activity can send data, it must have data.

In a production scenario, this will be accomplished by the Extract step of a Batch Process.

However, take care when you're testing your configuration to ensure documents have extracted data before exporting to Box.

• It's easy to get in the habit of testing extraction on a Data Field or a Data Model and feel good about the results, but it must be understood that the information displayed when doing so is in memory, or temporary.
• When the Extract activity is successfully run against a classified document, it creates "index data" and marries it to the document via a JSON file called Grooper.DocumentData.json.

You can verify a document has extracted data follows: Navigate to the document (i.e. the Batch Folder) object in the node tree. Please note! You are not selecting the Batch, not the Batch's root folder, not one of the document's Page objects, but specifically the document's Batch Folder object. This is where the information lives. Click on the Viewer tab. Press the Review button. This will bring up the document in a "Review" page.

Click the "Data Viewer" icon. This will bring up the extracted data of the document. If the fields have data present, the document has stored index data present. If the fields are empty, run the Extract activity on the document to collect and store its index data.

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How to Create a Box CMIS Connection

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

Prereqs: Account ID from BoxCreate Box CMIS Connection in Grooper

Account ID

In order to connect to Box in Grooper you’ll need and enterprise account, and what Box refers to as an Account ID. When logged into Box, click the icon for your account to expose a drop-down menu. Click on Account Settings. Scroll to the bottom of this page and take note of the Account ID.

Create Box CMIS Connection in Grooper

Create a CMIS Connection Right-click a Project (or a folder in the Project). Select Add, then CMIS Connection...
Name the CMIS Connection whatever you want. Select "Execute".
Configure the CMIS Connection for Box Once your CMIS Connection has been created, set your Connection Settings to Box. This defines settings for Grooper to connect to Box. Select Box User ID' and enter your Box Account ID. If you are unsure of where to find your Box Account ID, please see the previous tab ("Prereqs: Account ID From Box") in this article. Once your ID has been entered, you will then choose your Metadata Format. Bear in mind, if you want to perform a "Mapped Export", your Metadata Format will need to be Normal. For more information on "Mapped Exports", see the #Configuring a Mapped Box Export section of this article.
Import Your Box Repository Having saved your connection settings, Grooper has established a connection to your Box account, and you can now import the Box repository. This will create a CMIS Repository object Grooper can use to navigate Box's folder and file structure. To do so: Press the "List Repositories" button. FYI "CMIS Repositories" and "CMIS Connections" are two different things in Grooper. If you think of Box and Grooper like two separate electrical poles, then the CMIS Connection is the wire that stretches between them. It is the intangible arm that reaches out from Grooper and grasps Box. The imported CMIS Repository on the other hand is the cache where our data is stored (the files and folders in Box).
The repository (or repositories) available for import will appear. Select the repository you wish to import. At this time, the value under Imported' will be "False", and the dot next to it will be red. Once imported, this value will change to "True", and the dot will turn green. Press the "Import Repository" button to import the selected repository.
Ensure the listed repository is the one you wish import. Press the "Execute" button.
This will create a CMIS Repository object for the selected repository. Grooper will use this object when importing from or exporting to folder locations in Box.

By now, you may be wondering: What does importing a repository have to do with connecting to Box?

Why is this important? This is the first step to importing and exporting with Box. We need the CMIS Repository because, later on, when we format our export, we'll need to reference this object. You can't tell Grooper which repository to export to if you don't have an object to point at. Similarly, you can't tell Grooper where to import from if you don't have a repository to point to.

Put another way:

• The CMIS Connection only initiates the connection from Grooper to Box.
• The CMIS Repository is an object that represents a specific folder in Box.
  • It is this repository object that allows Grooper to interoperate with the folder location in Box.

Import Documents Using Box

WIP	COMING SOON!!

Export Documents Using Box

Configuring a Basic Box Export

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

• Export Behaviors are required to export all documents and data, regardless of what storage location they're going to.
• As a type of CMIS Connection, we will configure a CMIS Export when configuring the Export Behavior.
• These basic export steps detail simply how to get a document from Grooper to a folder location in Box.
  • However, these steps will apply to all Box exports, including Mapped Exports detailed below.

Add the Export BehaviorConfigure the Export Definition

Add the Export Behavior

This configuration is specific to this article. While aspects of it can apply to any configuration, it's worth noting that your environment may require slightly different settings (especially considering proprietary pieces of information like the Account ID). Note that the URLs in the image cannot be connected to externally, so attempting to copy this configuration verbatim will give you errors. This is meant as a guide, and will require an actual Box environment on your end to be established, and real information from it supplied.

FYI

This article demonstrates how to configure an Export Behavior on a Content Model. Export Behaviors can be configured on any Content Type (Content Models, Content Categories or Document Types) or on the Export activity step itself. For more information on Export Behaviors visit the Export (Activity) article.

Select your Content Model. Make sure you are on the "Content Model" tab Select the ellipsis button to the right of the Behaviors property.
Select the "Add" button. In the drop-down menu, select Export Behavior.
Select the ellipsis button to the right of the Export Definitions property.
Click the "Add" button. Select CMIS Export.

Configure the Export Definition

Let's move on to configuring your Export Definition.

• This is a crucial step, as you're essentially laying out the map in front of your Export Behavior, and telling it what you want exported, where you want the data saved, and what properties you want written to the exported object. In other words, you're circling the destination in the brightest red possible, while giving the Behavior everything it needs to take with it.

Click the hamburger symbol to the right of the CMIS Repository' property. In the drop-down menu, select the CMIS Repository you wish to export to. In our case, this is the "All Files" repository, representing the root folder of our Box account.
If you want export to a subfolder in the Box account, select the desired folder using the Target Folder property. FYI The Subfolder Path property allows you to dynamically create folder locations on export using a .NET code expression.
Pressing the ellipsis next to the Target Folder property will bring up a folder browser. From here, you can select any folder in your Box account you want to export to. Once you've selected the folder you want, click "OK".
Next, you will need to choose the Object Type you're exporting. We're exporting documents (not folders) So, we've selected File'. When finished, click "OK". ⚠ The Export Format property is extremely critical when exporting documents. This determines what kind of file Grooper creates and exports (e.g. a PDF or TXT or XML file). This property will be configurable once File is selected. For more information on Export Formats, visit the Export (Activity) article.
Save.

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Configuring a Mapped Box Export

Mapping to a Single Metadata TemplateMapping to Multiple Metadata Templates

Mapping to a Single Metadata Template

The approach taken below is via the object command interface. These same settings can be applied to a Step in a Batch Process to achieve the same results, albeit in a slightly different area of the Grooper UI.

Remaining on the Content Model tab of the Content Model, select Behaviors once more.
Select "Export Definition".
Under Object Data, select "Secondary Types." While optional, choosing a Secondary Type tells Grooper which particular Metadata template you want it to point to. A Metadata Template is how Box stores its information. It describes a set of key-value pairs that can be assigned to a file or folder.
Select your desired Secondary Type. Since this example document is taken from the Grooper Wiki Metadata Template, we've chosen the Grooper Wiki Secondary Type. Yours will differ. Once selected, click OK.
From here, select Write Mappings. This is where you'll tell Grooper the exact information you want from your Metadata Template. Hence why selecting a Secondary Type was necessary.
You'll want to specify the output value for the CMIS Name property. Select Expression.
Enter your expression in the dialogue box. In this step, we're basically mapping our export to the name of the file we have in Box. FYI Since the ID is specified as a Decimal format in Grooper, we've added the .ToString extension so it can be exported as text. When finished, click OK.
FYI Descriptions and Tags can help you further refine your export mapping, but as they aren't necessary, we've left them alone.
Now, we move onto simple matching. For this, we're specifying which particular pieces of Metadata we're mapping to. Thus, it's important to match each piece exactly. For our case, we need to match three things: ID, First Name, and Last Name. First, select Grooper Wiki ID. Match it with the "ID" object from the drop-down menu.
Select Grooper Wiki First Name. And match it with First_Name
Lastly, select Grooper Wiki Last Name. Match it with the Last_Name item. With everything matched, click OK.
In the Export Definitions window, click OK.
Save.

Mapping to Multiple Metadata Templates

Note that for this section, we've changed the original document, and are using a different Content Model.
Much of the steps leading up to constructing your Export Behavior and Definition are the same up to this point. If you would like to see how to configure your Content Model for export, click here: #Configuring a Basic Box Export. Select your Secondary Types Click OK.
While the convention is the same, we've changed the Name property to avoid any confusion for Box when we export.
Similar to the preceding section, once your Name property has been set up, you'll begin matching the object in Write Mappings with the piece of Metadata you want to map to. While there is more to match this time around, it's still the same process.
Once everything is matched, click OK. Note that while our Repository and Target Folder appear the same as those of the earlier section, a different CMIS Repository was created. The document will still be exported to the same place in Box, however. The obvious difference is in the Secondary Types and Write Mappings sections. Since we mapping to multiple Metadata types, we have two CMIS Type References and seven additional properties that are associated with the Grooper Wiki - Additional Info Secondary type.
Click OK.
Save.
Now, we have an exported file mapped to two Metadata Templates.
Wonder why we didn't do anything with the tables? Unfortunately, Box cannot read tables, it can only read instances of single value. Hence, why we chose the data we did.

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.

• Normally, exporting is done in the Export step of a Batch Process.
  • The Export activity executes the Export Behaviors defined for the classified documents in a Batch.
• Outside of executing the whole Batch Process, when testing your Export Behaviors, you can do so in one of two ways:
  • You can export a single document by right-clicking it and applying the Export activity.
  • You can use an Export step's "Tester" tab to export one or multiple documents.

Testing by Right-Clicking a DocumentTesting the Export Within a Batch Step

Testing by Right-Clicking a Document

⚠ Note: If you haven't done so, classify the document and run the Extract activity before exporting. First, you need to select the document in a "Batch Viewer". Any "Batch Viewer" will do. For example: Select your Batch. Go to the "Viewer" tab. Right-click the document. Select Activities, then Document Processing, and finally, Export.
In the window that pops up, select Export Behavior.
Add a Behavior. Select the Content Type. Select Export Definitions.
From this point on, you will need to set up your Export Definition exactly as depicted above in the "Configuring a Mapped Export" Section. To see those steps, click here: #Configuring a Mapped Box Export Once your document has been exported, you will see it displayed on the homepage of your Box account.
Selecting the newly imported document, you will be able to view the Metadata mapped to the document from Grooper.
FYI Notice the Batch is now linked to your Box account.

Testing the Export Within a Batch Step

This section will display the creating the Export step and working in the Activity Tester of the Batch Process.

We will now demonstrate a proxy version of the correct way exporting is performed, ie within a Batch Step process.

Right-click (or create) your Project. Select Add, followed by Batch Process
Name your Batch Process. Click Execute.
Select the drop-down menu for Content Type. Choose the Document Type.
With the Batch Process created, right click. Add a Batch Process Step.
Name the Step. Click Execute.
Select the Activity you wish to perform. In our case, this is the Export Activity. Select the Scope. For this instance, we can leave the scope at Folder. Once more, you'll need to define the Export Behavior. To see how to do that, click here: #Configuring a Mapped Box Export Once finished setting up the Behavior, click Save.
With everything set up in the Batch Process Step, navigate to the Activity Tester tab. Click the play button to execute the tester.