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Guidelines for Google Drive Prerequisites

Before creating a Google Drive Collection in SearchBlox, you must create a Service Account in Google Cloud Console and share the required Google Drive files and folders with it. This guide covers the complete setup process.

Note: To create a Service Account, your Google account must have the Create Service Accounts (roles/iam.serviceAccountCreator) IAM role on the project.

Step 1 — Create a Service Account

  1. Sign in to Google Cloud Console at https://console.cloud.google.com/iam-admin

  2. Go to Service Accounts: https://console.cloud.google.com/iam-admin/serviceaccounts

  3. Select an existing project or create a new one at https://console.cloud.google.com/projectcreate

  4. Click Create Service Account at https://console.cloud.google.com/iam-admin/serviceaccounts/create, fill in the required details, and click Done

  5. After the Service Account is created, note the following information from the Service Account Details page:

    • Application Name – The name provided during Service Account creation.
    • Service Account ID (Email) – The email address associated with the Service Account. This is also the default Service Account user.

Note: The Service Account ID email is the default user used to access Google Drive files. To use a different email address, the Folder Admin (roles/resourcemanager.folderAdmin) role is required on the project. Without this role, the user will not have access to the shared files and folders.

Step 2 — Create a Key File

  1. Open the Service Account page.
  2. Navigate to the Keys tab.
  3. Click Add Key and select Create New Key.
  4. Choose either JSON or P12 format.
  5. Click Create. The key file will be downloaded automatically.
  6. Store the key file securely. It will be required when configuring the Google Drive Collection in SearchBlox.

Note: The JSON format is recommended because it is easier to manage than the P12 format.

Step 3 — Grant Permissions and Share Files

  1. Navigate to IAM & Admin in Google Cloud Console.
  2. Assign the Service Account the appropriate roles required to access your Google Drive content.
  3. In Google Drive, share the files and folders you want SearchBlox to index with the Service Account email address.
  4. Grant at least Viewer permission to the Service Account so it can read the content.

Important: SearchBlox can only index files and folders that have been explicitly shared with the Service Account. Verify that all required content has been shared before running the initial index.