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Option 2: Deploy Using Third Party Tool

Thru IBM Notes Add-In for treeMailS » treeMailS Client Rollout and Activation » Option 2: Deploy Using Third Party Tool

When using a software distribution solution to install treeMailS Client, familiarize yourself with the previously described manual (local) installation (refer to: “treeMailS Manual Installation”). The deployment with software distribution tools is very easy as…

Changing User Profile Information

Managing Users » Changing User Profile Information

To change a user’s profile information: Click the user’s name to select it. The user’s profile information displays at the bottom of the page. You can edit user profile information on the following…

Viewing User Storage Details

Managing Users » Viewing User Storage Details

To check the user’s storage on the site: Select the user name. Click the briefcase icon. The user’s file storage details display. Click OK to return to the previous screen.

User Log

Auditing » User Log

To access the user log, select the User Log tab. User log report allows administrators to analyze user activity. Thru server tracks all login attempts and administrative operations. Following is a review of form controls. Filters marked with † accept wildcards…

User Details

Managing Users » Changing User Profile Information » User Details

To change any information in the Details tab, click Modify on the bottom. All the fields will be activated so that you can change any information in them. The field with the red asterisks (*) must be filled, or the system will give you an error…

To Deactivate a User

Managing Users » Deleting/Deactivating a User » To Deactivate a User

1. Select the check box for the user you want to delete. 2. Click Deactivate. !Once this user has been deactivated, they cannot log into the site. If you wish to restore their access to the site, simply select their name click Activate and they will again be able…

To Delete a User

Managing Users » Deleting/Deactivating a User » To Delete a User

1. Select the check box for the user you want to delete. 2. Click Delete. !Once you delete the user, they will not be able to log into the site anymore. The files that they had in their Home folder will still be saved, and can be viewed by anyone who is a part of…

User Level Rules

Using Retention Policy Services » Managing Retention Rules » User Level Rules

To see all user rules, navigate to Administration > Retention > Rules > Users.

Email Archiving User Guide

Thru Outlook Add-In (Connector) Installation » Email Archiving » Email Archiving User Guide

When Thru email archiving is enabled, the user will see the tool in the Outlook Thru Add-In ribbon item. Creating New Archive Folders Adding new archive folders is accomplished by accessing Outlook Thru Settings. In Thru Settings, access Archiving and Add…

Creating a New User

Managing Users » Creating a New User

To create a new user within Thru: Click Add User on the top left of the User page. The Add User page displays. Enter in the user’s basic contact information (First and last name, company, email, phone number.) There are two options for assigning the…

Deleting/Deactivating a User

Managing Users » Deleting/Deactivating a User

Deleting a user is useful if they have parted with the company and you no longer wish to grant them access to your site. If you delete a user, their home folder documents will be saved to the Deleted Users Folder (discussed in Groups) and will be visible to the…

User and Group Detail Tabs

Using Retention Policy Services » Managing Retention Rules » Retention Effective Rule » User and Group Detail Tabs

In the next screenshot, navigation to the user the system shows that there is a retention rule on the group the user belongs to. Important Note: A user cannot belong to multiple groups with different retention rules. The system will raise an error when trying to add…

User Exclusive with Other Rules

Using Retention Policy Services » Managing Retention Rules » Retention Effective Rule » User Exclusive with Other Rules

In this screenshot, the system notifies the user that even though there is a site-level rule, their file is not affected by it because he has an exclusive rule which takes precedence.

Creating a New User Rule

Using Retention Policy Services » Managing Retention Rules » User Level Rules » Creating a New User Rule

To create a new rule, navigate to the user from Administration > Users, click the Retention tab and then on the Modify button. Select a definition from the drop-down menu or add a new definition by selecting new definition at the bottom of the definition list. By…

Role Definitions

Managing Users » Creating a New User » Role Definitions

Member Manager Administrator Partner Manager Only have access to the User portal and to folders they have been given access to by managers and administrators. Can access Administration portal Can access Administration…

Adding/Removing Users

Managing Groups » Adding/Removing Users

To add users to a group: 1. Select the group you would like to modify. The options display at the bottom of the page. 2. Select the *User*s tab. The current users in that group display. 3. Click Modify. 4. Select All from the Show list, and then click…

General

Selecting Site Options » Messaging » General

Separate emails limit : For tracking purposes, the system creates separate mails for each recipient if the message requires a link to Thru server and request login is turned off. This parameter prevents massive email generation by limiting the number of emails that…

Group Log

Auditing » Group Log

To access the group log, select the Group Log tab. User group log report allows administrators to analyze group setup changes. Thru server tracks all administrative operations. The following is a list of form controls. Filters marked with † accept wildcards…

Transaction Log

Auditing » Transaction Log

To use the Transaction Log of Audit, select the Transaction Log tab. A Transaction log report allows users and administrators to analyze file system activity. The Thru server tracks all file system transactions, each transaction consisting of an operation and a…

Defining Publishing Options

Publishing » Defining Publishing Options

1. From the Thru Portal or ShareThru Explorer, go to Administration > Publishing. 2. To define options, expand the Publishing menu, and then select Options. The Publishing Options page opens. Publishing options include: Allow publishing users to edit the tag…

Footer section

Selecting Site Options » Messaging » Footer section

Location Options: Must be the last section in the template. Rules: Can contain < thru:addresstoken/> in position #1 Can contain < thru:trackingNumberToken/> in position #1 or #2 Can contain < thru:signaturetoken/> in position #1, #2 or #3

Reports

Auditing » Reports

To access reports, select the Reports tab. This form provides access to a list of predefined canned reports available to you. Canned reports are developed on demand, usually for recurring use or data aggregation. To proceed, select a report from the list and fill in…

Notifications

Using Retention Policy Services » Retention and Audit Manager » Notifications

The service sends short notifications to users and Administrators with a link to the site where the user can see their alerts on the welcome page (right after login). Admin subject and body include the number of affected files. User email does not have file count…

Create and Manage Node Users

Thru OptiBAND Admin Guide » Create and Manage Node Users

Node Users Use this icon to access the User Routing List where you can create and manage users for all existing nodes. All node users are synchronized to the OptiBAND routing list. Routing can be managed by using Thru AD integration, to *receive attachment on…

Installation and Required Parameters

Thru IBM Notes Add-In for treeMailS » Setup and Installation » Installation and Required Parameters

For the Installation of treeMailS on the Lotus Domino server (Win 32 or Win 64), a Notes User with full admin rights is required. Make sure that the Notes User used for this is registered in the arrays “Full Access Administrators” and “Administrators” in the…

Configurations

Thru Add-In for Outlook Installation » Configurations

Proxy Configuration Transfer Manager should be closed before Proxy settings can be changed in Thru Options in Outlook. Configuration requirements for Windows Terminal Services and Citrix Presentation servers/XenApp on server farms. Windows Terminal…

Master Data

IBM Notes Add-In for Thru based on treeMailS Technology – Quick Start Guide » Initial Configuration » Master Data

General tab – Please leave the default settings as is. Template for personal profiles – This template can be used to speed up and control further rollouts (e.g. pre-set the parameters on the “MFT (user specific)” tab). Rights and restrictions – Please…

Sections

Selecting Site Options » Messaging » Sections

All sections are mandatory, although some may be empty. < thru:headerSection>< /thru:headerSection> Header section is displayed at the top of received email. Location Options: This section must always be at the top of the page. Rules: Can be empty or can…

OptiBAND Dashboard

Thru OptiBAND Admin Guide » OptiBAND Dashboard

To access the OptiBAND™ dashboard, click the drop-down menu within your Thru site and select Thru Controller. A new window will open and take you to the OptiBAND™ Dashboard. When you first enter the OptiBAND Dashboard you will see the “nodes diagram”…

Access Tab

Managing Users » Changing User Profile Information » Access Tab

This tab shows weather the user is a SSO (Single-Sign-On) user or not.

Using the Activity Stream

Thru OptiFLOW Admin Guide » Using the Activity Stream

You can view a full list of all of the activities that OptiFLOW has performed by using the Activity Stream. The Activity Stream shows you a full audit of every OptiFLOW transaction and provides action details. The Activity Stream can be accessed by selecting the…

Managing Users

Managing Users

To manage users on your Thru site, click Users from the Thru Administration dashboard to display user options. Current site users are displayed. From here, you can manage and create users. Creating a New User Deleting/Deactivating a User Changing User Profile…

Managing Deleted Files (Recycle Bin)

Using Retention Policy Services » Managing Deleted Files (Recycle Bin)

All deleted files, whether deleted manually or by the retention service, are shown in the Deleted Files in the Administration Web portal. Deleted files are kept in the Deleted File folder for the period set in the Site Option under_ File System Purge Period_. The…

Defining Collections

Publishing » Defining Collections

A collection is a set of published links that anyone with the link to the collection can view. 5. From the Thru Portal or ShareThru Explorer, go to Administration > Publishing. 6. To define collections, expand the Publishing menu, and then select Collections. 7. To…

Password Tab

Managing Users » Changing User Profile Information » Password Tab

This tab allows you to set a new password for a user.

Creating Workflows

Thru OptiFLOW Admin Guide » Creating Workflows

This section of the Optiflow Admin Guide will show you how to start creating workflows. Workflows can be a simple one step action like pulling in data to a single folder or you can set up more complex multi-step processes. Setting up a workflow consists of 3…

Customization

Selecting Site Options » Customization

You can customize your site by adding your company’s logo so that clients can see it when they download files from you. To change the logos, just click the Browse button and select which file you would like to upload to be your logo. Please note the…

Retention Tab

Managing Users » Changing User Profile Information » Retention Tab

This tab shows if a retention policy is set up for this user. Only users belonging to the Retention Administrators group have access to modify these settings. To add a user to the Retention Administrators Group, please see the Groups chapter later in this user…

Device Access Tab

Managing Users » Changing User Profile Information » Device Access Tab

To modify mobile device access for a user, select a user and click on the Device Access tab. In this tab you can either choose for this user to have access for all mobile devices, or you can add specific mobile devices by adding MAC addresses. Allow Login from…

Email Messages

Selecting Site Options » Email Messages

Standard (Non-SSO) User Activation Type a message in this field to display on an email received by a new user to the system Having the Show this text as default in ‘Add User’ form option checked will automatically put this text in the Message field when…

Groups Tab

Managing Users » Changing User Profile Information » Groups Tab

The Groups tab displays all the groups of which the selected user is currently a part of. To add or delete the groups of which the user is currently a part, please see the Managing Groups chapter later in this guide.

Personal Profiles

IBM Notes Add-In for Thru based on treeMailS Technology – Quick Start Guide » Initial Configuration » Personal Profiles

Personal profiles are created and maintained automatically via comparison with the Lotus Domino address book. Personal profiles contain all user-specific settings (personal data, signature variations, templates, MFT user-specific settings, etc.). Activation of…

Adding/Managing OptiFLOW Administrators

Thru OptiFLOW Admin Guide » Adding/Managing OptiFLOW Administrators

To add/manage OptiFLOW administrators, go to the Automation Administrators section. This list of administrators is used for OptiFLOW notifications and administrator assignments. You can access this section by clicking on the Admin icon from the Control Panel Menu.…

Retention and Audit Manager

Using Retention Policy Services » Retention and Audit Manager

The Thru server tracks retention-related information and it is available from the Audit manager as shown below. Audit manager reports, especially the “User Analysis” report, can be used as complementary tools to manage site content.

Language Configuration

IBM Notes Add-In for Thru based on treeMailS Technology – Quick Start Guide » Initial Configuration » Language Configuration

Using this feature you can adapt the treeMailS user interface to other local languages. This should only be done by experienced users. Please leave the default settings as is.

treeMailS Client Rollout and Activation

Thru IBM Notes Add-In for treeMailS » treeMailS Client Rollout and Activation

As described in the section Personal Profiles, you can install the treeMailS Client via installation email through the treeMailS default mechanism (this may well be the simplest and safest way for a start). For larger rollouts there are other options. Be aware that…

Getting Started with Thru

Getting Started with Thru

Thru is a secure file sharing and collaboration platform designed specifically for businesses. It allows business users to easily share large files and collaborate securely with internal employees as well as your customers and partners. With Thru, you can access,…

Modifying Retention Rules Best Practice

Using Retention Policy Services » Managing Retention Rules » Modifying Retention Rules Best Practice

It is sometimes necessary to change rules to use a new definition in order to better manage storage and comply with new industry regulations or internal policies. The question that is often asked as a result is “I want to change my retention policies but first I…

Control Panel

Thru OptiFLOW Admin Guide » Overview » Control Panel

Optiflow simplifies the creation of complex workflows in a unified platform with an easy to understand control panel. Respecting the top down approach, the control panel shows all sources and targets in one place. The schedules to pull and push data and a single…

Group Level Rules

Using Retention Policy Services » Managing Retention Rules » Group Level Rules

To see all group rules, navigate to Administration > Retention > Rules > User Groups. Creating a New Group Rule To create a new rule, navigate to the group from Administration > Groups, click the Retention tab and then on the Modify button. Select a definition from…

Default Groups

Managing Groups » Default Groups

Thru comes with a number of default/built-in groups to manage different parts of the system ACCOUNT APPROVALS • Build-in group to approve account requests. ADMINISTRATORS • Default administrator group. AUDITORS • Default reporting…

Effective Rules

Using Retention Policy Services » Effective Rules

Supporting mappings at multiple levels requires definition of precedence. A file is subject to the rule which is closest to it according to the following diagram. As you can see, there is a way to define an exclusive user rule which shields the user from all…

Adding/Deleting a Group

Managing Groups » Adding/Deleting a Group

You can add more groups to manage your users on the site better and more efficiently. For example, make a Sales group to have all the sales representatives. You can also delete a group if you no longer have a need for it. Be advised that built-in groups cannot…

Activating/Deactivating a Target Site

Using Thru CDN » Activating/Deactivating a Target Site

To Activate/Deactivate a site for mirroring: 1. Click Target Sites in the Thru CDN menu to be taken to the Target sites options. Once you click Target Sites, the right-hand view will change to reflect the current sites that you have set up to receive files. To…

Auditing

Auditing

Audit allows you to run reports to see exactly what has been going on with the site and who has been using it in which way. There are four different logs that you can use to search for audit entries. To use the Audit function, click Audit in the left tree view of the…

Signing Data Documents

IBM Notes Add-In for Thru based on treeMailS Technology – Quick Start Guide » Setup and Installation » Signing Data Documents

Please ensure that the data documents in your treeMailS databases are properly signed before initial installation and after any future online updates. To do so, open the Domino Administrator, navigate to the location of your treeMailS databases, right click on all…

Deleting Files from the List

Using Retention Policy Services » Managing Deleted Files (Trash Bin) » Deleting Files from the List

If you are convinced that certain files from the list will not need to be restored, you can use the delete action (top right of the form) to remove them permanently from the list. Files will still remain until grace period expires but there will be no way to view or…

Exporting Restore Report to Excel

Using Retention Policy Services » Managing Deleted Files (Trash Bin) » Exporting Restore Report to Excel

In case you need to send the report to a user or keep it for some reason, you can export the results to Excel by pressing the green arrow buttons near grid count information on the right. Note that a warning popup message will show if you have Excel 2007. The…

Activating Mobility for Users

Managing Users » Activating Mobility for Users

If a user was not given mobile access when their account was initially created, you can activate mobility for that user by adding them to one or both of the Thru mobile user groups: Mobile Web Users and Mobile App Users. Definition of Thru mobile user…

treeMailS Summary

IBM Notes Add-In for Thru based on treeMailS Technology – Quick Start Guide » treeMailS Architecture and Components » treeMailS Summary

treeMailS is designed to make sure the main administrative tasks are as fully automated as possible. This includes: Synchronization with the Lotus Domino address book (new entries, deletions, name changes, etc.). Synchronization with the user’s personal mail…

Tag Dictionary

Publishing » Tag Dictionary

The Tag Dictionary is located under Publishing in Administrator section. You can add tags here so that users can use them when creating new publications. These tags will be useful when a user searches for a file within a Collection. To add a tag to the Tag…

Managing Folders

Managing Folders

The User Portal is where you can view and manage your site’s file system using the folder tree on the left-hand side of the page. There are three default folders at initial account setup: Shared Files, Home, and Outbox. This section of the Thru Administration Guide…

Access

Selecting Site Options » Access

The Access tab under Thru Site Options has two different sections: Mobile Access and Single Sign-On (SSO) User Access. Use the sections below to learn about each configuration. Mobile Access This section allows you to enable or disable mobile access for your…

FTPS Action for Pass-through Processor

Creating Workflows » Adding Processors and Destination Actions » Setting Up Pass-through Processor » FTPS Action for Pass-through Processor

To add an FTPS destination action for Pass-through processors: Fill in the configuration fields. Action Label: Give a name to this FTPS action. It is best to give actions a name that correspond to the business use case. Description: Describe this FTPS…

Statements

Selecting Site Options » Statements

You can add confidentiality statements, disclaimers, or instructions if your company requires them to be present. This can be done for the Distribution, Dropbox, or Account User. Distribution This statement will be displayed when the recipient clicks on the…

SFTP Action for Pass-through Processor

Creating Workflows » Adding Processors and Destination Actions » Setting Up Pass-through Processor » SFTP Action for Pass-through Processor

To add an SFTP destination action for Pass-through processors: Fill in the configuration fields: Action Label: Give this SFTP action a name. It is best to name actions based on the business use case. Description: Describe this SFTP action (copying files…

Site Action for Pass-through Processor

Thru OptiFLOW Admin Guide » Creating Workflows » Adding Processors and Actions » Setting Up Pass-through Processor » Site Action for Pass-through Processor

To add a Thru Site destination action for Pass-through processors: Fill in the configuration fields: Action Label: Give this Thru action a label (e.g. Thru London Target Site) Description: Fill out the description of what this source will be used for. It is…

Passwords

Selecting Site Options » Passwords

In this tab, you can customize how the passwords are created and set their format. General Enable automatic password expiration will make the next two options active and put them in use. Enable automatic password login lockout will automatically lock out that…

SFTP Action for Name Patterns Processor

Creating Workflows » Adding Processors and Destination Actions » Setting Up Name Patterns Processor » SFTP Action for Name Patterns Processor

To add an SFTP destination action for Name Patterns Processors: Fill in the configuration fields: Action Label: Give this SFTP action a name. It is best to name actions based on the business use case. Description: Describe this SFTP action (copying files…

Site Action for Name Patterns Processor

Thru OptiFLOW Admin Guide » Creating Workflows » Adding Processors and Actions » Setting Up Name Patterns Processor » Site Action for Name Patterns Processor

To add a Thru Site destination action for Name Patterns Processors: Fill in the configuration fields: Action Label: Give this Thru action a label (e.g. Thru London Target Site) Description: Fill out the description of what this source will be used for. It…

Defining FTP Settings

Defining FTP Settings

The FTP platform will allow you to log into your site using FTP protocol. *SFTP and FTPS access requires IP address whitelisting SFTP \ FTPS connections require that customers register all public IP addresses that connect to the Thru platform via these protocols.…

FTPS Action for Name Patterns Processor

Creating Workflows » Adding Processors and Destination Actions » Setting Up Name Patterns Processor » FTPS Action for Name Patterns Processor

To add an FTPS destination action for Name Patterns Processors: Fill in the configuration fields. Action Label: Give a name to this FTPS action. It is best to give actions a name that correspond to the business use case (e.g. Files for Review –…

Changing File Ownership

Using Retention Policy Services » Retention and Audit Manager » Changing File Ownership

With the existence of user rules, it might be necessary to change the file owner in order to change its effective rule. For example, if there is a file that needs to have a permanent exclusive rule, the file can be moved to an owner who has a permanent exclusive rule.…

Blocking all File Deletion

Using Retention Policy Services » » Blocking all File Deletion

This flag allows you to immediately stop all file deletion for rules which have automatic deletion turned on. When it is turned on, files that are supposed to be deleted will appear in warning reports. You can use this button if you suspect that there is an…

Managing Retention Definitions

Using Retention Policy Services » Managing Retention Definitions

Retention definitions consist of a schedule and behavior settings. The schedule part is unique, meaning that you can only create one definition for a given retention type plus number of days or date. For example, there can be only one rule for Inactivity Period…

Managing Retention Administrators

Using Retention Policy Services » Managing Retention Administrators

Only members of the Retention Administrators built-in group can make configuration changes. Other users cannot see the Retention node in the administration tree. Regular users (members) can be added to the Retention Administrators group. When added, they gain access…

Managing Contacts and Contact Lists

Managing Contacts and Contact Lists

From the Administration portal, an administrator can manage all the contacts and contact lists (aka distribution lists) created in Thru. Often it is necessary to access a departed employee’s contacts and distribution lists to assign them to another employee.…

Setting Up Thru Dropbox Links

Managing Folders » Setting Up Thru Dropbox Links

To securely receive large files from non-registered users, users can create a link to their Thru Dropbox™. This lets non-Thru users securely send mail directly into a user’s My Dropbox folder. The URL link format is:…

File Requests

Publishing » File Requests

When a user requests a file to be published, it will need to be approved by a Publishing Administrator before it is added to the Collection and displayed when a user navigates to the Collection. When you first navigate to File Requests in Publishing within the…

Installation and Removal

Thru Add-In for Outlook Installation » Installation and Removal

Installation package Setup.exe installs required version of the Thru Outlook Add-In according to the version and 32/64bits build of Windows and MS Office. Installation package will automatically detect the version of Windows operating system and Microsoft Office and…

Setting Up Thru Site Sources

Creating Workflows » Adding Sources » Setting Up Thru Site Sources

To set up a Thru Site source in OptiFLOW: Fill in the Source Configuration fields: Source Name: Give this Thru site a name. A best practice would be to label this source to match the business use case. Description: Fill out the description of what this…

Email Archiving

Thru Add-In for Outlook Installation » Email Archiving

File archiving.config contains the parameters that are needed to activate and configure the settings for email archiving. Comments in the configuration file provide explanation of the functionality for each parameter. Following is a sample configuration file.…

Setting Up Shared Folders

Thru OptiFLOW Admin Guide » Creating Workflows » Adding Sources » Setting Up Shared Folders

Our Shared Folders Source is more aimed at OptiFLOW instances installed on premise. The Share Folder Source will need access to a local system drive or a Windows network share To set up an Shared Folders source in OptiFLOW: Fill in the Source Configuration…

Setting Up FTPS Sources

Thru OptiFLOW Admin Guide » Creating Workflows » Adding Sources » Setting Up FTPS Sources

To set up an FTPS source in Optiflow : Fill in the Source Configuration fields: Source Label – Give this FTPS source a name to help you identify what process this source is a part of. A best practice would be to label sources according to the business…

Setting Up SFTP Sources

Creating Workflows » Adding Sources » Setting Up SFTP Sources

To set up an SFTP sources in OptiFLOW: Fill in the Source Configuration fields: Source Label – Give this SFTP source a name to help you identify what process this source is a part of. A best practice would be to label sources according to the business…

Form Actions

Auditing » Transaction Log » Form Actions

GO button: Submits a new search. Clear Result button: Clears result section. Reset Filter button: Restores default filter. Export Page button: Converts results shown on the page to Excel. Export All button: Converts entire matching results to Excel. (Caution: It…

Retention Effective Rule

Using Retention Policy Services » Managing Retention Rules » Retention Effective Rule

The Thru retention policy service was designed with emphasis on data protection. Besides email notifications, the system also shows the effective rule when any user, not only an administrator, navigates through the system. If the rules are in effect or about to become…

File and Folder Summary Tabs

Using Retention Policy Services » Managing Retention Rules » Retention Effective Rule » File and Folder Summary Tabs

In the following screenshot, the system shows that the file “Document 3.docx” is subject to a folder-level and to a file-type rule. The folder level rule will become effective in three days, but the file type rule is already in effect. Since file rule types are…

Rules on File Types and Zero Days Rules

Using Retention Policy Services » Rules on File Types and Zero Days Rules

File type rules were created to allow administrators to control large personal content, such as music or video files. The Thru server cannot block certain file types at upload time (files can be part of folder uploads which cause exception handling issues). If you…

SFTP Keys

Defining FTP Settings » SFTP Keys

Requests for SFTP public key installations on a customer Thru site must come from the Thru customer and not from the Thru customer’s customer. The process will be as follows: An email from the Thru customer service contact authorizing the addition of the public…

Overview

Thru OptiFLOW Admin Guide » Overview

The Optiflow control panel is where you can view all the processes that are set up in Optiflow and is also where you can view analytics/alerts/activity stream. To access the Optiflow from your Thru site, you will either need to be an Administrator or a user that has…

Default Definition Settings

Using Retention Policy Services » » Default Definition Settings

Here you can define default settings for retention definitions. You can override the settings for individual definitions if needed, but if the majority of them inherit the settings it will be easy to change them from here. File Deletion Mail Notifications You can…

treeMailS Comments, Tips and Tricks

Thru IBM Notes Add-In for treeMailS » treeMailS Comments, Tips and Tricks

When sending an MFT Mail via Thru, the e-mail is transported from the Lotus Notes Client via the MFT Bridge installed on the Lotus Domino Server (home server of the user). To make sure the Lotus Notes Client does not split up the mail when transferring it into the…

Setting Up Mail Attachment Sources

Thru OptiFLOW Admin Guide » Creating Workflows » Adding Sources » Setting Up Mail Attachment Sources

To set up a Mail Attachments source in OptiFLOW: Fill in the Source Configuration fields: Source Name: Give this IMAP email source a name. A best practice would be to label this source to match the business use case. Description: Fill out the description of…

Check Diff

Using SyncThru » Check Diff

Check Diff is a feature that allows you to see what has been added to the source site folder but has not yet been mirrored to the target folder, or is in the process of getting transferred. To check the Check Diff: Navigate to the Source Site (the site with the…

Configuring with Thru Ticket Server SSO

Thru Add-In for Outlook Installation » Configuring with Thru Ticket Server SSO

Thru users can authenticate using corporate SSO configurations. However, Thru AD Sync Ticket Server and Azure AD are the only configurations that support user authentication via SSO in the Thru Outlook add-in. SAML2.0 SSO such as ADFS, Onelogin, and Okta will not work…

File Type Rules

Using Retention Policy Services » Managing Retention Rules » File Type Rules

File-type rules have site-wide scope, except for select folders and existence of exclusive user and file-level rules. To prohibit a certain file type, you can define zero-day file type rules with automatic deletion. If you are only interested in monitoring certain…

Adding Users and Groups to Folders

Managing Folders » Adding Users and Groups to Folders

This section will show you how to give users and groups access to a folder on your Thru site. Anyone who has access to a folder will be able to view all the contents within that folder and its sub-folders. To add users and groups to a folder: Select the folder and…

treeMailS Installation Wizard

IBM Notes Add-In for Thru based on treeMailS Technology – Quick Start Guide » Setup and Installation » treeMailS Installation Wizard

After accepting the treeMailS license agreement you can select whether you want to install the first treeMailS server or add an additional one. In the same dialog, please confirm that you also want to install the MFT Bridge “Install MFT Bridge on treeMailS Server”.…

Considerations when enabling Java

Selecting Site Options » General » Web File Transfer Options » Considerations when enabling Java

People that receive Thru download links requiring Java will need to install and configure Java on their computer and in their browser. The recommended location to get the Java software is Java Download. Install the 32-bit version of Java if you are using 32-bit…

Messaging Template

Selecting Site Options » Messaging » Messaging Template

Use the Thru messaging template below as a reference when customizing the messaging template on your Thru portal. Read the description next to each highlighted code below to know what CAN and CANNOT modified. To download a PDF of the Thru Messaging Template…