Create a new Connector

Posted 11 months ago by Harrison Gowers

Please note:

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


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


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'.

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