Install Box Apps (Drive, Office, Tools, Sync)

OVERVIEW

  • Box Drive allows users to access their Box files and folders locally, without the need for using a web browser or syncing files.
  • Box for Office allows a user to open, save, edit, and share documents directly from within Microsoft Office. BfO also allows a user to share documents via links and save attachments, from within Outlook.
  • Box Tools allows a user to open Microsoft Office documents on their system for editing, and re-uploading afterward.
  • Box Sync allows a user to download local copies of files and folders on their computer for offline use.
    • Box Sync / Drive NOTE: Box Drive and Box Sync cannot both be installed on the same machine. Uninstall Box Sync before installing Box Drive and visa versa.

PREREQUISITE

  • A Box account provisioned via Okta.
  • A fully-updated system running Windows 10.

PROCESS (Box Drive / Box Sync)

  • Navigate to the the Download Center on Box.
  • Download your version of Box Drive / Sync (Windows or Mac)
  • Once downloaded, locate the file and double-click on the installer.
  • Once installation is complete, launch the application.
  • Once prompted, select Use Single Sign On (SSO), as opposed to logging in with credentials.
  • On the next screen, enter your Year Up email address.
  • Once you see the Year Up Okta login screen, use your credentials.
    • These are the same credentials you log into Okta with.
  • Box Drive:
    • Now you will see the new Box icon on your taskbar, and in selecting it you will be able to search your files and folders on Box.
  • Box Sync:
    • Now you will be able to access your synced Box folder (and contents) via My Computer, or by selecting the new icon in your taskbar.

PROCESS (Box Tools)

  • Navigate to the the Download Center on Box.
  • Download your version of Box Tools (Windows or Mac)
  • Once downloaded, locate the file and double-click on the installer.
  • Select Next.
  • Select Finish.
  • You will now be able to edit files in your Box-synced folder with Box Tools.

PROCESS (Box for Office)

  • Navigate to the the Download Center on Box.
  • Download your version of Box for Office (Windows or Mac)
  • Once downloaded, locate the file and double-click on the installer.
  • The application will install and be accessible via Microsoft Office, or Outlook.

LOGGING IN

  • When logging into any of the above applications, you must choose SSO as your login type, and then use your Okta credentials - your account is provisioned and managed by Okta.

NOTES

  • If you do not have the correct operating system, or your system is not fully updated, you may see the following dialog box:

  • If you are having issues installing the applications, try restarting your system a few times to sync with the domain. This may allow your system to acknowledge its access for installing the applications.
  • For Mac users – use the same instructions, however download the Mac .dmg installers instead of .exe
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