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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 message. Once all…

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…

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…

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…

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.

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 display. From here, you can manage and create users. Creating a New User Deleting/Deactivating a User Changing User Profile…

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 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…

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

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 guide.…

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 Any…

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…

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…

Messaging

Selecting Site Options » Messaging

Messaging Site Options are available for the customization of the message properties and the message format received by the recipients. General Separate emails limit: For tracking purposes, the system creates separate mails for each recipient if the message…

Control Panel Overview

Thru OptiFLOW Admin Guide » Control Panel 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 control panel from your Thru site, click the drop-down menu at the top right corner of your…

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…

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…

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…

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 be…