Please note:

• Connector set up is only available to those with the Owner role.

Requirements:

• An application configured to allow an incoming connection from Smartbox.

Instructions

Step 1: Navigate to 'Connectors'

• From the application drop-down menu, select 'Connectors' from under 'Data sources'.
• This will take you to the Connector homepage.
• Each Connector created will have the following details:
  • Connector name
  • Connected with - the authentication method
  • Credential owner
  • Status - Connected / Unconnected / Connection Expired
  • Connection expiration date - how long the connection is valid for

Step 2: Create a new connector

• Click the plus (+) icon on the right-hand sign to launch the connector creation window.
• Enter the following information:
  • Connector - the external application you wish to connect to
  • Connector name
  • Connected with - the authentication method you wish to use
    • Please note: username & password connections will auto-refresh every 24 hours and remain active for the duration of the token's life.
  • Credential owner - the owner of the connector or authentication details

• Click 'Save' to create the connector.

Step 3: Connect to the data source

• Click 'Connect' on the right-hand side of your connector to launch the authentication window.

• Depending on the data source and the selected authentication method the credentials required will vary:

MS Exchange / OneDrive via client credentials

• ClientID
• UserID
• AppSecretValue
• TenantID

MS Exchange / OneDrive via username & password

• ClientID
• Username & password

• Enter the required information and click 'Connect'.
• If the authentication is successful the 'Status' of the connector will change from 'Unconnected' to 'Connected'.