Best Practice for Box SaaS User Load

The best practice for the Box user load provides you with the information that you need to complete and run the integration successfully, and gain visibility of the data that is ingested by Oomnitza.

The following items are in the package:

• Credentials
  • Box Users Load
• Integration
  • Box SaaS Users Load
• Workflow
  • Box SaaS Users Role
• Business Objects
  • Box User ID

For the integration to run, information such as authorization and integration values, must be added or updated. 

Best practice
For the integration with Oomnitza, create a dedicated user account. The user that you create for the integration with Oomnitza, must have the correct scopes

Updating integrations and credentials

You must update the integration details and credential details sections. 

In the Integration details section, you might want to change the value selected for Integration preference . If this is the first time that you have run the integration, select Create & Update.  And, don't forget that you can add rules to exclude the user records that you don't want to monitor such as system users and bots. Just click Edit Integration in the Mapping details section and add your rules. 

Related links

Creating an extended integration for Box users

Activate workflows

By default, the workflow for Box SaaS Users is deactivated.  You must activate the workflow if you want the workflow to retrieve user roles.

Add fields to the People view

New fields that are ingested by Oomnitza are not automatically listed on the People page.

Add new fields

1. Click People.
2. Click Add.
3. Click Configure the view .
4. Click + Add Fields.
5. Select the fields that you want to add and click ADD.
6. Click List View Configs .
7. Select the fields.

Tip
If you want to add multiple new fields that are related, create a group in screen builder and add the fields to the group.