Box Setup for Workbench

Prerequisites

1. You must have a Box enterprise admin user with access to the Developer Console and Admin Console to build and authorize a Custom App.

Step 1: Enable API Access for Workbench

1. Sign in to your Developer Console.

2. Select Create New App.

3. Select Server Authentication (Client Credentials Grant).

4. Name your custom app "Expel" and click Create App.

5. Click Fetch Client Secret and make note of the Client ID and Client Secret as you only see it one time.

6. Select the app access level App + Enterprise Access.

7. Select the following application scopes:

   • Read all files and folders stored in Box.

   • Manage enterprise properties.

8. On the Authorization tab, select Review and Submit for app authorization. The app status now reads Pending Authorization.

9. Authorize the app through email or sign in to your Admin Console and click Apps on the top-left side of the page.

10. Under Custom Apps, find the app that was submitted and select Authorize App.

11. Navigate to Account & Billing from the top left side of the page and take note of your Enterprise ID.

Step 2: Configure the Technology in Workbench

Now that you have the correct access configured and noted the credentials, you can integrate your tech with Workbench.

1. Log in to Workbench.

2. Navigate to Settings > Security Devices.

3. At the top of the page, click Add New Device.

4. Search for and select Box.

5. A configuration pane displays. Complete the fields as follows:

   1. Name - enter a name that might help you more easily identify this integration, such as “CompanyName Box”; this name will display in Workbench under the Name column, and is a text string that you can filter on.

   2. Location - enter the location of your integration, for example “cloud.” This is also a text string that you can filter on, so we recommend being consistent with location naming across your Expel integrations.

   3. Client ID - enter the client ID you saved in Step 1.

   4. Client secret - enter the secret you saved in Step 1.

   5. Enterprise ID - enter the Enterprise ID you saved in Step 1.

1. Click Save.

Your device should be created successfully within a few seconds. A few reminders:

• After your connection is healthy, it will take some time for your device to begin polling and receiving data.

• To check on the status, select the downward arrow for your device in the first column and choose View details.

• Polling will happen first; data will be received after that. You must refresh the page to see updates.

• If your device does not begin polling within 15 minutes, and does not begin receiving data within 30 minutes, contact our support team for help.

• To check if alerts are coming through, navigate to Dashboards > Alert Analysis. Scroll to the device you want to check, and select the Expel Alerts tab to reveal more alert information. It can take 36 to 72 hours for alerts to appear after setup, as we tune your device.