{"id":31774,"date":"2018-04-09T20:40:16","date_gmt":"2018-04-10T04:40:16","guid":{"rendered":"https:\/\/ephesoft.com\/docs\/2019-1-2\/moduleplugin-configuration\/export-module\/export-configuring-and-using-the-box-export-plugin\/"},"modified":"2020-05-19T12:23:18","modified_gmt":"2020-05-19T19:23:18","slug":"export-configuring-and-using-the-box-export-plugin","status":"publish","type":"docs","link":"https:\/\/ephesoft.com\/docs\/products\/transact\/features-and-functions\/administrator\/moduleplugin-configuration\/export-module\/export-configuring-and-using-the-box-export-plugin\/","title":{"rendered":"Box Export Plugin"},"content":{"rendered":"<h1><a id=\"post-33955-_Toc7509829\"><\/a><a id=\"post-33955-_Toc8735807\"><\/a><a id=\"post-33955-_Toc9952677\"><\/a>Introduction<\/h1>\n<p>This document describes how to configure Ephesoft Transact to export batch files and metadata to the Box repository from Ephesoft Transact, with the following elements of deployment:<\/p>\n<ul>\n<li>Prerequisites for using the Box Export plugin<\/li>\n<li>Setting up the Box repository application<\/li>\n<li>Configuring the BOX_PLUGIN plugin in Transact<\/li>\n<li>Executing a batch with files exported to the Box repository<\/li>\n<li>Referring to common system messages (error codes) and support<a id=\"post-33955-_Toc7509830\"><\/a><a id=\"post-33955-_Toc8735808\"><\/a><\/li>\n<\/ul>\n<p><b>Note: <\/b>This document includes configurations and steps to be completed on the Box website, which can be updated without warning at any time. If you try to follow the steps and notice the Box website UI no longer matches the information provided in this document, please contact the Ephesoft support group for assistance.<\/p>\n<h1><a id=\"post-33955-_Toc9952678\"><\/a>Prerequisites<\/h1>\n<ul>\n<li>Ensure that Ephesoft Transact is installed and licensed, with an administrator account<\/li>\n<li>Ensure that a Box administrator can access and configure Box storage outside of Ephesoft Transact<\/li>\n<\/ul>\n<h1><a id=\"post-33955-_Toc7509831\"><\/a><a id=\"post-33955-_Toc9952679\"><\/a>Configurations: Box Platform<\/h1>\n<h2><a id=\"post-33955-_Toc9952680\"><\/a><strong>Creating and Configuring a New App<\/strong><\/h2>\n<p>1. Navigate to <a href=\"https:\/\/developer.box.com\">https:\/\/developer.box.com<\/a>.<\/p>\n<p>2. Log in to the Box account with the credentials in which the developer application is to be created.<\/p>\n<p>3. Create a new developer application by clicking <strong>Create New App<\/strong>.<\/p>\n<p>If you are creating your very first Box app, the following screen is displayed:<\/p>\n<p><img decoding=\"async\" width=\"263\" height=\"310\" class=\"wp-image-33956 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-184.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-184.png 263w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-184-255x300.png 255w\" sizes=\"(max-width: 263px) 100vw, 263px\" \/><\/p>\n<p style=\"text-align: center\"><span style=\"color: #808080\"><em>Figure 1. Welcome Screen<\/em><\/span><\/p>\n<p>If you already have Box apps created, you will see the following screen:<\/p>\n<p><img decoding=\"async\" width=\"919\" height=\"467\" class=\"wp-image-33957 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-185.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-185.png 919w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-185-300x152.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-185-768x390.png 768w\" sizes=\"(max-width: 919px) 100vw, 919px\" \/><\/p>\n<p style=\"text-align: center\"><span style=\"color: #808080\"><em>Figure 2. Displayed Screen for Box Applications Users<\/em><\/span><\/p>\n<p>4. On the <strong>Create a New Box App<\/strong> page, select <strong>Enterprise Integration<\/strong> and click <strong>Next<\/strong> to proceed.<\/p>\n<p><img decoding=\"async\" width=\"1096\" height=\"693\" class=\"wp-image-33958 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-186.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-186.png 1096w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-186-300x190.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-186-768x486.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-186-1024x647.png 1024w\" sizes=\"(max-width: 1096px) 100vw, 1096px\" \/><\/p>\n<p style=\"text-align: center\"><span style=\"color: #808080\"><em>Figure 3. Create A New Box App Screen<\/em><\/span><\/p>\n<p>5. On the next page, set the authentication method to <strong>OAuth 2.0 with JWT (Server Authentication)<\/strong>. Click <strong>Next<\/strong>.<\/p>\n<p><img decoding=\"async\" width=\"1046\" height=\"668\" class=\"wp-image-33959 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-187.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-187.png 1046w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-187-300x192.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-187-768x490.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-187-1024x654.png 1024w\" sizes=\"(max-width: 1046px) 100vw, 1046px\" \/><\/p>\n<p style=\"text-align: center\"><span style=\"color: #808080\"><em>Figure 4. Screen with Authentication Method<\/em><\/span><\/p>\n<p>6. Provide the name of the application (the name should be unique) and click <strong>Create App<\/strong>.<\/p>\n<p><img decoding=\"async\" width=\"1018\" height=\"525\" class=\"wp-image-33960 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-188.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-188.png 1018w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-188-300x155.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-188-768x396.png 768w\" sizes=\"(max-width: 1018px) 100vw, 1018px\" \/><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #808080\">Figure 5. Screen for User to Create Box App Name<\/span><\/em><\/p>\n<p>Once the unique app name is provided, the following confirmation page is displayed:<\/p>\n<p><img decoding=\"async\" width=\"1017\" height=\"576\" class=\"wp-image-33961 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-189.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-189.png 1017w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-189-300x170.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-189-768x435.png 768w\" sizes=\"(max-width: 1017px) 100vw, 1017px\" \/><\/p>\n<p style=\"text-align: center\"><span style=\"color: #808080\"><em>Figure 6. Box App Creation Confirmation Page<\/em><\/span><\/p>\n<p>You are also provided with the developer token, which remains valid for one hour and can be used to make the first API call for a new app.<\/p>\n<p>7. Click <strong>View Your App<\/strong>. This will take you to the <strong>App Configuration<\/strong> page. It includes the same developer token shown on the previous page, which can be used for testing the app.<\/p>\n<p><img decoding=\"async\" width=\"1087\" height=\"695\" class=\"wp-image-33962 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-190.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-190.png 1087w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-190-300x192.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-190-768x491.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-190-1024x655.png 1024w\" sizes=\"(max-width: 1087px) 100vw, 1087px\" \/><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #808080\">Figure 7. App Configuration Page<\/span><\/em><\/p>\n<p>8. Under the <strong>Application Access<\/strong>, select <strong>Enterprise<\/strong>.<\/p>\n<p><img decoding=\"async\" width=\"1080\" height=\"488\" class=\"wp-image-33963 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-191.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-191.png 1080w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-191-300x136.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-191-768x347.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-191-1024x463.png 1024w\" sizes=\"(max-width: 1080px) 100vw, 1080px\" \/><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #808080\">Figure 8. Screen with Enterprise Enabled<\/span><\/em><\/p>\n<p>9. Under the <strong>Application Scopes<\/strong>, confirm that the properties are defined as shown in the snapshot below.<\/p>\n<p><img decoding=\"async\" width=\"1084\" height=\"623\" class=\"wp-image-33964 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-192.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-192.png 1084w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-192-300x172.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-192-768x441.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-192-1024x589.png 1024w\" sizes=\"(max-width: 1084px) 100vw, 1084px\" \/><\/p>\n<p style=\"text-align: center\"><span style=\"color: #808080\"><em>Figure 9. Application Scopes with Selected Properties<\/em><\/span><\/p>\n<p>10. Under the <strong>Advanced Features<\/strong>, enable both options: <strong>Perform Actions as Users<\/strong> and <strong>Generate User Access Tokens<\/strong>.<\/p>\n<p><img decoding=\"async\" width=\"1085\" height=\"486\" class=\"wp-image-33965 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-193.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-193.png 1085w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-193-300x134.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-193-768x344.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-193-1024x459.png 1024w\" sizes=\"(max-width: 1085px) 100vw, 1085px\" \/><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #808080\">Figure 10. Enable Perform Actions as Users and Generate User Access Tokens<\/span><\/em><\/p>\n<p>11. Under the <strong>Add and Manage Public Keys<\/strong> section, click <strong>Generate a Public\/Private Keypair<\/strong>.<\/p>\n<p><img decoding=\"async\" width=\"1077\" height=\"559\" class=\"wp-image-33966 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-194.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-194.png 1077w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-194-300x156.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-194-768x399.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-194-1024x531.png 1024w\" sizes=\"(max-width: 1077px) 100vw, 1077px\" \/><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #808080\">Figure 11. Configuration Screen to Generate A Public\/Private Keypair<\/span><\/em><\/p>\n<p>This downloads a JSON file with the Box connection details (which will be used in Ephesoft Transact during the Box plugin configuration), and the following confirmation message is displayed:<\/p>\n<p><img decoding=\"async\" width=\"460\" height=\"218\" class=\"wp-image-33967 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-195.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-195.png 460w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-195-300x142.png 300w\" sizes=\"(max-width: 460px) 100vw, 460px\" \/><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #808080\">Figure 12. Example of Confirmation Message<\/span><\/em><\/p>\n<p>This JSON file contains the following Box app settings:<\/p>\n<ul>\n<li>clientID<\/li>\n<li>clientSecret<\/li>\n<li>publicKeyID<\/li>\n<li>privateKey<\/li>\n<li>passphrase<\/li>\n<li>enterpriseID<\/li>\n<\/ul>\n<p><strong>Note:<\/strong> You may be prompted to complete a 2-step verification with one-time password being sent to the phone number you used to register. You can set up 2-step verification using the steps found in the <a href=\"#post-33955-_Enabling_2-Step_Verification\">Enabling 2-Step Verification<\/a> section of this document.<\/p>\n<p><img decoding=\"async\" width=\"602\" height=\"507\" class=\"wp-image-33968 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-196.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-196.png 602w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-196-300x253.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/p>\n<p style=\"text-align: center\"><span style=\"color: #808080\"><em>Figure 13. Prompt for 2-Step Verification<\/em><\/span><\/p>\n<p>12. Click <strong>Save Changes<\/strong>.<\/p>\n<p><img decoding=\"async\" width=\"1043\" height=\"504\" class=\"wp-image-33969 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-197.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-197.png 1043w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-197-300x145.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-197-768x371.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-197-1024x495.png 1024w\" sizes=\"(max-width: 1043px) 100vw, 1043px\" \/><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #808080\">Figure 14. Save Changes Option in Configurations Screen<\/span><\/em><\/p>\n<h2><a id=\"post-33955-_Toc9952681\"><\/a><strong>Authorizing the Box Developer Application for Access from API<\/strong><\/h2>\n<p>Once the Box application is created and configured with the previous steps, the Box administrator must also authorize the application to be able to use it.<\/p>\n<p>Without authorization, the following message appears in the Ephesoft Transact UI when trying to access the app:<\/p>\n<p><img decoding=\"async\" width=\"496\" height=\"142\" class=\"wp-image-33970 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-198.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-198.png 496w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-198-300x86.png 300w\" sizes=\"(max-width: 496px) 100vw, 496px\" \/><\/p>\n<p style=\"text-align: center\"><span style=\"color: #808080\"><em>Figure 15. Example of Authorization Error Message<\/em><\/span><\/p>\n<p>To authorize the app:<\/p>\n<p>1. On the navigation panel, select the <strong>Admin Console<\/strong> (<a href=\"https:\/\/app.box.com\/master\">https:\/\/app.box.com\/master<\/a>) and click <strong>Enterprise Settings<\/strong>.<\/p>\n<p><img decoding=\"async\" width=\"1195\" height=\"510\" class=\"wp-image-33971 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-199.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-199.png 1195w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-199-300x128.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-199-768x328.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-199-1024x437.png 1024w\" sizes=\"(max-width: 1195px) 100vw, 1195px\" \/><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #808080\">Figure 16. Admin Console on Navigation Panel<\/span><\/em><\/p>\n<p>2. Navigate to the <strong>Apps<\/strong> section, scroll down to <strong>Custom Applications<\/strong> and click <strong>Authorize New App<\/strong>.<\/p>\n<p><img decoding=\"async\" width=\"1196\" height=\"497\" class=\"wp-image-33972 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-200.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-200.png 1196w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-200-300x125.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-200-768x319.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-200-1024x426.png 1024w\" sizes=\"(max-width: 1196px) 100vw, 1196px\" \/><\/p>\n<p style=\"text-align: center\"><span style=\"color: #808080\"><em>Figure 17. Authorize New App in Custom Applications Section<\/em><\/span><\/p>\n<p>A dialog box appears in which you must provide the <strong>clientID<\/strong> from the JSON file downloaded earlier.<\/p>\n<p>3. Enter the <strong>clientID<\/strong> value in the <strong>API Key<\/strong> field and click <strong>Next<\/strong>.<\/p>\n<p><img decoding=\"async\" width=\"447\" height=\"267\" class=\"wp-image-33973 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-201.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-201.png 447w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-201-300x179.png 300w\" sizes=\"(max-width: 447px) 100vw, 447px\" \/><\/p>\n<p style=\"text-align: center\"><span style=\"color: #808080\"><em>Figure 18. App Authorization<\/em><\/span><\/p>\n<p>4. In the <strong>App<\/strong> <strong>Authorization<\/strong> pop-up, click <strong>Authorize<\/strong>. If all configurations have been done correctly earlier, the authorization should be granted to <strong>All Users<\/strong>.<\/p>\n<p><img decoding=\"async\" width=\"449\" height=\"395\" class=\"wp-image-33974 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-202.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-202.png 449w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-202-300x264.png 300w\" sizes=\"(max-width: 449px) 100vw, 449px\" \/><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #808080\">Figure 19. App Authorization for All Users<\/span><\/em><\/p>\n<p>If you get the <strong>Only App Users of this App<\/strong> option instead, review the steps above and update the settings that require modifications.<\/p>\n<p><strong>Important<\/strong>: If you make any changes to your dev app, you need to reauthorize it. To reauthorize your app, click ellipses (<strong>\u2026<\/strong>) button under <strong>Actions<\/strong> for the corresponding app and select <strong>Reauthorize app<\/strong>.<\/p>\n<p><img decoding=\"async\" width=\"1192\" height=\"694\" class=\"wp-image-33975 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-203.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-203.png 1192w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-203-300x175.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-203-768x447.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-203-1024x596.png 1024w\" sizes=\"(max-width: 1192px) 100vw, 1192px\" \/><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #808080\">Figure 20. Reauthorization of Application in Custom Applications Screen<\/span><\/em><\/p>\n<h2><a id=\"post-33955-_Enabling_2-Step_Verification\"><\/a><a id=\"post-33955-_Toc9952682\"><\/a><strong>Enabling 2-Step Verification<\/strong><\/h2>\n<p>1. On the Navigation panel, click <strong>Settings<\/strong> to open the <strong>Account Settings<\/strong> screen.<\/p>\n<p><strong><img decoding=\"async\" width=\"917\" height=\"474\" class=\"wp-image-33976 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-204.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-204.png 917w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-204-300x155.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-204-768x397.png 768w\" sizes=\"(max-width: 917px) 100vw, 917px\" \/><\/strong><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #808080\">Figure 21. Settings Option in Navigation Panel<\/span><\/em><\/p>\n<p>2. Under the <strong>Authentication<\/strong> section, enable <strong>Require 2-step verification for unrecognized logins<\/strong>.<\/p>\n<p><img decoding=\"async\" width=\"533\" height=\"137\" class=\"wp-image-33977 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-205.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-205.png 533w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-205-300x77.png 300w\" sizes=\"(max-width: 533px) 100vw, 533px\" \/><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #808080\">Figure 22. Authentication Screen to Enable 2-Step Verification<\/span><\/em><\/p>\n<p>3. When the <strong>Enable Login Verification<\/strong> dialog appears, provide the required information and click <strong>Continue<\/strong>.<\/p>\n<p><img decoding=\"async\" width=\"360\" height=\"222\" class=\"wp-image-33978 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-206.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-206.png 360w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-206-300x185.png 300w\" sizes=\"(max-width: 360px) 100vw, 360px\" \/><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #808080\">Figure 23. Enable Login Verification Dialog Screen<\/span><\/em><\/p>\n<p>4. Enter the <strong>Confirmation Code<\/strong> and click <strong>Continue<\/strong>.<\/p>\n<p><img decoding=\"async\" width=\"390\" height=\"397\" class=\"wp-image-33979 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-207.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-207.png 390w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-207-295x300.png 295w\" sizes=\"(max-width: 390px) 100vw, 390px\" \/><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #808080\">Figure 24. Screen with Confirmation Code Prompt<\/span><\/em><\/p>\n<p>The system returns to the <strong>Account Settings<\/strong> screen.<\/p>\n<p>5. Click <strong>Save Changes<\/strong>.<\/p>\n<h1><a id=\"post-33955-_Toc9952683\"><\/a>Configurations: Ephesoft Transact<\/h1>\n<h2><a id=\"post-33955-_Toc9952684\"><\/a><strong>Configuring the BOX_PLUGIN Plugin<\/strong><\/h2>\n<p>To configure export from Ephesoft Transact to the Box repository:<\/p>\n<p>1. Create or open your batch class.<\/p>\n<p>2. Configure document types and index fields.<\/p>\n<p>3. In the <strong>Export<\/strong> module, add the BOX_PLUGIN plugin. You can drag and drop it from the <strong>Associated Plugins<\/strong> to the <strong>Selected Plugins<\/strong> list, or use the right arrow to move the selected plugin to the Export module.<\/p>\n<p><strong>Important: <\/strong>Ensure to place BOX_PLUGIN plugin before the CLEANUP plugin and click <strong>Apply<\/strong> to save the changes.<\/p>\n<p><img decoding=\"async\" width=\"1198\" height=\"632\" class=\"wp-image-33980 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-208.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-208.png 1198w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-208-300x158.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-208-768x405.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-208-1024x540.png 1024w\" sizes=\"(max-width: 1198px) 100vw, 1198px\" \/><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #808080\">Figure 25. Place BOX_PLUGIN before CLEANUP Plugin<\/span><\/em><\/p>\n<p>4. On the BOX_PLUGIN Configuration screen, select <strong>ON<\/strong>.<\/p>\n<p><img decoding=\"async\" width=\"1192\" height=\"481\" class=\"wp-image-33981 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-209.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-209.png 1192w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-209-300x121.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-209-768x310.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-209-1024x413.png 1024w\" sizes=\"(max-width: 1192px) 100vw, 1192px\" \/><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #808080\">Figure 26. BOX_PLUGIN Configuration Screen<\/span><\/em><\/p>\n<p>5. Expand the BOX_PLUGIN drop-down and select <strong>Configure<\/strong>.<\/p>\n<p>6. To add a new configuration, click <strong>Add<\/strong>.<\/p>\n<p><img decoding=\"async\" width=\"1287\" height=\"510\" class=\"wp-image-33982 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-210.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-210.png 1287w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-210-300x119.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-210-768x304.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-210-1024x406.png 1024w\" sizes=\"(max-width: 1287px) 100vw, 1287px\" \/><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #808080\">Figure 27. Adding a New Configuration<\/span><\/em><\/p>\n<p>This opens the <strong>Box Mapping Configurations<\/strong> screen.<\/p>\n<p>7. In the first section, select the <strong>Document Type<\/strong> and <strong>Connection Type<\/strong>. Note that the <strong>Connection Type <\/strong>options become enabled only after you select the <strong>Document Type<\/strong>.<\/p>\n<p><img decoding=\"async\" width=\"1125\" height=\"505\" class=\"wp-image-33983 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-211.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-211.png 1125w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-211-300x135.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-211-768x345.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-211-1024x460.png 1024w\" sizes=\"(max-width: 1125px) 100vw, 1125px\" \/><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #808080\">Figure 28. Box Mapping Configurations Screen<\/span><\/em><\/p>\n<p>8. Once the <strong>Connection Type<\/strong> is selected, the <strong>Connection Details<\/strong> section opens. Provide your connection details here.<\/p>\n<p>This section offers two types of environments:<\/p>\n<ul>\n<li><a href=\"#post-33955-_Environment_Type_\u2013\">0 \u2013 Production<\/a> (default)<\/li>\n<li><a href=\"#post-33955-_Environment_Type_\u2013_1\">1 \u2013 Test<\/a><\/li>\n<\/ul>\n<p><img decoding=\"async\" width=\"1310\" height=\"504\" class=\"wp-image-33984 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-212.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-212.png 1310w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-212-300x115.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-212-768x295.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-212-1024x394.png 1024w\" sizes=\"(max-width: 1310px) 100vw, 1310px\" \/><\/p>\n<p style=\"text-align: center\"><span style=\"color: #808080\"><em>Figure 29. Two Environment Types<\/em><\/span><\/p>\n<h3><a id=\"post-33955-_Environment_Type_\u2013\"><\/a><strong>Environment Type \u2013 Production <\/strong><\/h3>\n<p>In a production environment, Ephesoft Transact uses the JSON file obtained from the Box platform, which contains all required details for a secure connection. This connection is configured and established on a permanent basis as required for production.<\/p>\n<ul>\n<li>Select <strong>0 \u2013 Production<\/strong> as your environment type.<\/li>\n<li>Provide the <strong>Connection Name<\/strong>.<\/li>\n<li>Click <strong>Browse JSON<\/strong> and upload the JSON file generated by Box when creating the dev app. <strong>Client ID<\/strong>, <strong>Client Secret<\/strong>, <strong>Enterprise ID<\/strong>, <strong>Public Key ID<\/strong>, <strong>Private Key<\/strong>, and <strong>Passphrase<\/strong> fields will be automatically populated once the file is uploaded.<br \/>\nProvide either your <strong>Login ID<\/strong> (email address you use to log in to Box) or the <strong>User ID<\/strong> (see <strong>Box<\/strong> &gt; <strong>My Apps<\/strong> &gt; <strong><em>&lt;Your App&gt;<\/em><\/strong> &gt; <strong>General<\/strong> &gt; <strong>App Info<\/strong>).<\/li>\n<li>Click <strong>Connect<\/strong>.<\/li>\n<\/ul>\n<p>If all provided details are correct, the confirmation message is displayed, and the <strong>Export Details<\/strong> and <strong>Document Attributes<\/strong> sections become available.<\/p>\n<p><strong><img decoding=\"async\" width=\"1376\" height=\"732\" class=\"wp-image-33985 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-213.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-213.png 1376w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-213-300x160.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-213-768x409.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-213-1024x545.png 1024w\" sizes=\"(max-width: 1376px) 100vw, 1376px\" \/><\/strong><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #808080\">Figure 30. Screen with Confirmation Message<\/span><\/em><\/p>\n<h3><a id=\"post-33955-_Environment_Type_\u2013_1\"><\/a><strong>Environment Type \u2013 Test <\/strong><\/h3>\n<p>In a test environment, Ephesoft Transact uses the developer token generated by Box for a selected application. This token is valid only for one hour. Thus, this configuration is temporary and is provided to test the connection and Box export functionality.<\/p>\n<ul>\n<li>Select <strong>1 \u2013 Test<\/strong> as your environment type.<\/li>\n<li>Provide the <strong>Connection Name<\/strong>.<\/li>\n<li>Provide the <strong>Developer Token<\/strong> (see <strong>Box<\/strong> &gt; <strong>My Apps<\/strong> &gt; <strong><em>&lt;Your App&gt;<\/em><\/strong> &gt; <strong>Configuration<\/strong> &gt; <strong>Developer Token<\/strong> &gt; <strong>Generate Developer Token<\/strong>)<\/li>\n<li>Click <strong>Connect<\/strong>.<\/li>\n<\/ul>\n<p>If the provided details are correct, the confirmation message is displayed, and the <strong>Export Details<\/strong> and <strong>Document Attributes<\/strong> sections become available.<\/p>\n<p><img decoding=\"async\" width=\"1379\" height=\"676\" class=\"wp-image-33986 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-214.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-214.png 1379w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-214-300x147.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-214-768x376.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-214-1024x502.png 1024w\" sizes=\"(max-width: 1379px) 100vw, 1379px\" \/><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #808080\">Figure 31. Example of a Displayed Confirmation Message<\/span><\/em><\/p>\n<p>9. Fill in the <strong>Export Details<\/strong> section.<\/p>\n<p><img decoding=\"async\" width=\"1302\" height=\"593\" class=\"wp-image-33987 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-215.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-215.png 1302w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-215-300x137.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-215-768x350.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-215-1024x466.png 1024w\" sizes=\"(max-width: 1302px) 100vw, 1302px\" \/><\/p>\n<p style=\"text-align: center\"><span style=\"color: #808080\"><em>Figure 32. Export Details Section<\/em><\/span><\/p>\n<table>\n<tbody>\n<tr>\n<td><strong>Configurable Property<\/strong><\/td>\n<td><strong>Description<\/strong><\/td>\n<\/tr>\n<tr>\n<td>File Type<\/td>\n<td>The type of the files to be exported. Available options are: PDF (default), TIFF, PDF_TIFF.<\/p>\n<p>Set this value so that it matches the value of the <strong>Multipage File Creation Type<\/strong> property in the CREATEMULTIPAGE_FILES plugin. This property must be set to the same value in both the plugin and this screen.<\/td>\n<\/tr>\n<tr>\n<td>Folder ID<\/td>\n<td>The target folder number as defined in the Box repository.<\/p>\n<p>The folder ID value can be seen in the browser URL when the user is inside the desired folder.<\/p>\n<p><img decoding=\"async\" width=\"866\" height=\"292\" class=\"wp-image-33988 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-216.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-216.png 866w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-216-300x101.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-216-768x259.png 768w\" sizes=\"(max-width: 866px) 100vw, 866px\" \/><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #808080\">Figure 33. Example of Target Folder Number<\/span><\/em><\/p>\n<p>Set this value to 0 if you want to export the files to the root directory.<\/td>\n<\/tr>\n<tr>\n<td>File Name<\/td>\n<td>The name of the exported file (as it will appear in the Box repository).<\/p>\n<p>The name can be static or dynamic. To define the dynamic name, select available option(s) by using the dollar sign ($) and &amp;&lt;symbol&gt;&amp; as a separator, for example, &amp;_&amp;. The file name should always end with an ampersand (&amp;).<\/td>\n<\/tr>\n<tr>\n<td>File Description<\/td>\n<td>The description of the exported file (as it will appear in the Box repository).<\/p>\n<p>The description can be static or dynamic. To define the dynamic name, select available option(s) by using the dollar sign ($) and &amp;&lt;symbol&gt;&amp; as a separator, for example, &amp;_&amp;. The file description should always end with an ampersand (&amp;).<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The following example demonstrates that both static and dynamic values can be combined in the file name\/description. &#8220;Lorem Ipsum&#8221; can be any static text combined with dynamic placeholders:<\/p>\n<ul>\n<li>Lorem Ipsum&amp;_&amp;$BATCH_IDENTIFIER&amp;_&amp;$DOCUMENT_ID&amp;<\/li>\n<li>$BATCH_IDENTIFIER&amp;_&amp;Lorem Ipsum&amp;_&amp;$DOCUMENT_ID&amp;<\/li>\n<\/ul>\n<p><img decoding=\"async\" width=\"815\" height=\"365\" class=\"wp-image-33989 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-217.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-217.png 815w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-217-300x134.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-217-768x344.png 768w\" sizes=\"(max-width: 815px) 100vw, 815px\" \/><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #808080\">Figure 34. Example of a Combination of Static and Dynamic Values<\/span><\/em><\/p>\n<p>10. Fill in the <strong>Document Attributes<\/strong> section.<\/p>\n<p><img decoding=\"async\" width=\"1302\" height=\"742\" class=\"wp-image-33990 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-218.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-218.png 1302w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-218-300x171.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-218-768x438.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-218-1024x584.png 1024w\" sizes=\"(max-width: 1302px) 100vw, 1302px\" \/><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #808080\">Figure 35. Document Attributes Section in Box Mapping Configurations<\/span><\/em><\/p>\n<table>\n<tbody>\n<tr>\n<td><strong>Configurable Property<\/strong><\/td>\n<td><strong>Description<\/strong><\/td>\n<\/tr>\n<tr>\n<td>Attribute Key<\/td>\n<td>The name of the custom metadata field in Box*.<\/td>\n<\/tr>\n<tr>\n<td>Attribute Value<\/td>\n<td>The value to be exported into the custom metadata field in Box*.<\/p>\n<p>This value can be static or dynamic. To see the list of available options, expand the drop-down or enter a dollar sign ($) in the field.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>*Metadata details can be viewed in the bottom-right corner, after the file is opened in Box:<\/p>\n<p><img decoding=\"async\" width=\"1281\" height=\"301\" class=\"wp-image-33991 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-219.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-219.png 1281w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-219-300x70.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-219-768x180.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-219-1024x241.png 1024w\" sizes=\"(max-width: 1281px) 100vw, 1281px\" \/><\/p>\n<p style=\"text-align: center\"><span style=\"color: #808080\"><em>Figure 36. Metadata Details<\/em><\/span><\/p>\n<p>11. Click <strong>Apply<\/strong> to save your changes.<\/p>\n<h3><a id=\"post-33955-_Toc9952685\"><\/a><strong>Managing BOX_PLUGIN Configurations<\/strong><\/h3>\n<p>All saved configurations are displayed on the <strong>Configuration<\/strong> screen:<\/p>\n<p><img decoding=\"async\" width=\"1172\" height=\"560\" class=\"wp-image-33992 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-220.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-220.png 1172w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-220-300x143.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-220-768x367.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-220-1024x489.png 1024w\" sizes=\"(max-width: 1172px) 100vw, 1172px\" \/><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #808080\">Figure 37. Configuration Screen<\/span><\/em><\/p>\n<ul>\n<li>To add a new configuration, click <strong>Add<\/strong>.<\/li>\n<li>To edit an existing configuration, select it and click <strong>Edit<\/strong>.<\/li>\n<li>To copy an existing configuration and use it for another document type, select it, click <strong>Copy<\/strong> and choose the document type from the drop-down list:<\/li>\n<\/ul>\n<p><img decoding=\"async\" width=\"1177\" height=\"476\" class=\"wp-image-33993 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-221.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-221.png 1177w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-221-300x121.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-221-768x311.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-221-1024x414.png 1024w\" sizes=\"(max-width: 1177px) 100vw, 1177px\" \/><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #808080\">Figure 38. Example of Copying an Existing Configuration<\/span><\/em><\/p>\n<ul>\n<li>To delete any configuration, select it and click <strong>Delete<\/strong>.<\/li>\n<li>To exit the BOX_PLUGIN Configuration screen, click <strong>Close<\/strong>.<\/li>\n<\/ul>\n<h1><a id=\"post-33955-_Toc9952686\"><\/a>Use Cases<\/h1>\n<h2><a id=\"post-33955-_Toc9952687\"><\/a><strong>Exporting Files to Multiple Box Folders<\/strong><\/h2>\n<p>To export files and metadata to multiple Box folders:<\/p>\n<p>1. Create a BOX_PLUGIN configuration record as explained above.<\/p>\n<p>2. In the <strong>Configuration<\/strong> screen, select the new configuration and click <strong>Copy<\/strong>.<\/p>\n<p>3. Select the appropriate document type and click <strong>OK<\/strong>.<\/p>\n<p>4. Open the copied configuration and change the <strong>Folder ID<\/strong> in the <strong>Export Details<\/strong> section as required.<\/p>\n<p><img decoding=\"async\" width=\"1079\" height=\"635\" class=\"wp-image-33994 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-222.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-222.png 1079w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-222-300x177.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-222-768x452.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-222-1024x603.png 1024w\" sizes=\"(max-width: 1079px) 100vw, 1079px\" \/><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #808080\">Figure 39. Folder ID on Box Mapping Configurations Window<\/span><\/em><\/p>\n<p>5. Click <strong>Apply<\/strong> to save your changes.<\/p>\n<h2><a id=\"post-33955-_Toc9952688\"><\/a><strong>Exporting Files with the Same Name to the Same Box Folder<\/strong><\/h2>\n<p>The Box API supports version control. When a file is being exported to a Box folder which already contains a file with the same name, the exported file will be saved as a new version of the existing file.<\/p>\n<p>When viewing a list of files in Box, a label is shown that displays the current version number of each document:<\/p>\n<p><img decoding=\"async\" width=\"985\" height=\"445\" class=\"wp-image-33995 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-223.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-223.png 985w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-223-300x136.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-223-768x347.png 768w\" sizes=\"(max-width: 985px) 100vw, 985px\" \/><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #808080\">Figure 40. Example of Version Control with Files<\/span><\/em><\/p>\n<h1><a id=\"post-33955-_Toc9952689\"><\/a>Appendix<\/h1>\n<h2><a id=\"post-33955-_Toc9952690\"><\/a><strong>Box Error Codes<\/strong><\/h2>\n<p>The detailed information about Box error codes and solutions is available on the <a href=\"https:\/\/developer.box.com\/docs\/error-codes\">Box website.<\/a><\/p>\n<h2><a id=\"post-33955-_Toc9952691\"><\/a><strong>Troubleshooting<\/strong><\/h2>\n<h3><strong>Fixing 400 System Error<\/strong><\/h3>\n<p>If there is a discrepancy between the time zone settings for the Ephesoft Transact system and the Box repository, the user may receive the following error message: <strong>400 \u2013 invalid_grants<\/strong>.<\/p>\n<p>When the Box Java SDK generates a request for the App User access token, it uses the current UTC time as part of this request. If the Unix time on your local machine and the Box server are out of sync, you will see this error.<\/p>\n<p>To fix this error, follow the steps below:<\/p>\n<ul>\n<li>Update the Unix time on your machine to match the Unix time available at the <a href=\"https:\/\/www.unixtimestamp.com\">Unix Time Stamp website<\/a>.<\/li>\n<\/ul>\n<ul>\n<li>Retry your request to generate the App User access token.<\/li>\n<\/ul>\n<h3><strong>Box API Retry Functionality<\/strong><\/h3>\n<p>Ephesoft Transact supports a configurable retry mechanism for some error codes received from the Box API.<\/p>\n<p>The configuration is accessible from the following location:<\/p>\n<p style=\"padding-left: 40px\"><strong>&lt;Ephesoft Installation Directory&gt;\/Application\/WEB-INF\/classes\/META-INF\/dcma-box-plugin\/dcma-box-plugin.properties<\/strong><\/p>\n<p><img decoding=\"async\" width=\"847\" height=\"173\" class=\"wp-image-33996 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-224.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-224.png 847w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-224-300x61.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/06\/word-image-224-768x157.png 768w\" sizes=\"(max-width: 847px) 100vw, 847px\" \/><\/p>\n<table>\n<tbody>\n<tr>\n<td><strong>Configurable property<\/strong><\/td>\n<td><strong>Description<\/strong><\/td>\n<\/tr>\n<tr>\n<td>box.api.max.retry.attemps<\/td>\n<td>The number of retries the system will perform to export the documents and metadata to Box if it encounters errors specified in the <strong>box.api.retry.statusCode <\/strong>parameter below. The default value here is 3.<\/td>\n<\/tr>\n<tr>\n<td>box.api.retry.interval<\/td>\n<td>The interval between the retry attempts in milliseconds. The default value of this parameter is 2000.<\/td>\n<\/tr>\n<tr>\n<td>box.api.retry.statusCode<\/td>\n<td>The list of error codes for the retry mechanism. Four error codes have been provided by default (408, 409, 429 and 0), however, this parameter can be modified as needed to account for any other possible errors listed on the <a href=\"https:\/\/developer.box.com\/docs\/error-codes\">Box website<\/a>.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n","protected":false},"featured_media":0,"parent":31772,"menu_order":0,"comment_status":"closed","ping_status":"open","template":"","doc_tag":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v19.0 (Yoast SEO v22.1) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Box Export Plugin | Ephesoft Docs<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Box Export Plugin\" \/>\n<meta property=\"og:description\" content=\"Introduction This document describes how to configure Ephesoft Transact to 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