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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…

Adding Processors and Actions

Thru OptiFLOW Admin Guide » Creating Workflows » Adding Processors and Actions

To automate different actions (e.g. Anti-virus scans, notifications, file transfers) to files in your Thru site with Thru OptiFLOW, you need to set up Processors. Like with Sources, these processors are set up for specific folders on your Thru site and performs actions…

Creating Patterns for Actions

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

All Patterns that you use for Name Patterns Processor actions are created using the .NET Regular Expression Language. Within OptiFLOW you can click on the Patterns icon and it will direct you to a page with a Regular Expression Language reference guide and also a…

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…

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…

IBM Domino Server Components

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

The following components have to be installed on each mail server within a Lotus Domino environment. treeMailS Server Engine (Lotus Domino AddIn-Servertask) The “treeMailS” server task is used to control treeMailS on a Lotus Domino mail server. It monitors all of…

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…

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…

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…

File and Folder Level Rules

Using Retention Policy Services » Managing Retention Rules » File and Folder Level Rules

To see all file and folder rules, navigate to Administration > Retention > Rules > File System form.

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…

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…

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…

Configuring Site Level Options

Using Retention Policy Services » Configuring Site Level Options

Configuring Site Level Options The Retention Options form contains key settings that control the retention processing agent and default settings for rule definitions.

Setting Up Name Patterns Processor

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

To add a Name Patterns Processor in OptiFLOW: Fill in the Processor Configuration fields: After filling out the Processor Configuration, add the Destination Actions that this processor will perform. To add a destination action, select Add an Action. Multiple…

IBM Notes Client Components

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

treeMailS Extension Manager for Managing Personal Mail Databases The treeMailS extension manager for managing personal mail databases monitors all send and backup commands within the personal mail database of a Lotus Notes client. It determines, for example, whether…

Thru OptiFLOW Admin Guide

Thru OptiFLOW Admin Guide

Welcome to the Thru OptiFLOW™ Administration Guide. With OptiFLOW, your organization can automate file processes between various source and target repositories with scheduled workflows. These workflows are all created and processed within Thru so you can have a…

Setting Up Pass-through Processor

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

To add a Pass-through processor in OptiFLOW: Fill in the Processor Configuration fields: Processor Label: Give this processor a name and description. It is best practice to label processors according to their business use case (e.g. FTP Processor, Amazon S3…

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…

treeMailS Configuration Database

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

The parameters for treeMailS are set within the treeMailS Configuration database. The following actions are available: Definition of master data Administration of signature layouts Administration of company profiles Administration of personal…

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…

Creating a New Definition

Using Retention Policy Services » Managing Retention Definitions » Creating a New Definition

To create a new definition, you can use the Add Definition button on the definition form action bar. The text you enter in the description field will be visible from the retention rule pages. Definition suffix is optional. Definition name example: Fixed Period…

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

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,…

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…

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…

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…

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…

S3 Action for Pass-through Processor

Thru OptiFLOW Admin Guide » Creating Workflows » Adding Processors and Actions » Setting Up Pass-through Processor » S3 Action for Pass-through Processor

To add an S3 destination action for Pass-through processors: Fill in the configuration fields: Action Label: Give this S3 action a name. It is best to name actions based on the business use case. Description: Describe this S3 action (copying files daily…

Scheduling Sources and Processors

Thru OptiFLOW Admin Guide » Creating Workflows » Scheduling Sources and Processors

After you have set up a Source or Processor, you will need to set the schedule that you want OptiFLOW to either pull in files (Sources) or perform destination actions (Processors). For both Sources and Processors, the Scheduling tool works the same. There are two steps…

Adding Sources

Thru OptiFLOW Admin Guide » Creating Workflows » Adding Sources

If you need to import data into Thru folders from external repositories, you will first need to set up sources. The current sources that Thru supports are: FTPS, SFTP, Thru sites, Amazon S3 and IMAP (Mail attachments). When you set up a source, you choose which folder…

S3 Action for Name Patterns Processor

Thru OptiFLOW Admin Guide » Creating Workflows » Adding Processors and Actions » Setting Up Name Patterns Processor » S3 Action for Name Patterns Processor

To add an S3 destination action for Name Patterns Processors: Fill in the configuration fields: Action Label: Give this S3 action a name. It is best to name actions based on the business use case. Description: Describe this S3 action (copying files daily…

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…

Setting Up Anti Virus Scan Processor

Creating Workflows » Adding Processors and Destination Actions » Setting Up Anti Virus Scan Processor

To add an Anti Virus Processor in OptiFLOW: Fill in the Processor Configuration fields: Processor Label: Give this processor a name and description. It is best practice to label processors according to their business use case (e.g. Virus Scan for New…

Company Profiles

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

Select “Companies by … names” and add a company profile by selecting “PROCESSES – Add company profile”. Define a new company (e.g. treeConsult MFT). Note: If you are only using treeMailS/MFT, you only have to fill in the fields highlighted in…

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…

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 –…

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…

Restoring to Administrator Home Location

Using Retention Policy Services » Managing Deleted Files (Trash Bin) » Restoring to Administrator Home Location

When the original parent folder is deleted or the administrator checked Restore to my home location only checkbox, the files will be restored to Retention Restore under your home folder. The folder will be created automatically if it does not exist. For each restore…

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…

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…

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:…

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…

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…

Thru Add-In for Outlook Installation

Thru Add-In for Outlook Installation

INCLUDED SOFTWARE VERSIONS: PACKAGE 2.51 THRU OUTLOOK ADD-IN 3.1.13764 FOR OFFICE 2007 AND 2010, WINDOWS THRU OUTLOOK ADD-IN 8.0.21177 FOR OFFICE 2013 AND 2016, WINDOWS 7 THRU OUTLOOK ADD-IN 10.0.21177 FOR OFFICE 2013 AND 2016, WINDOWS 8.X AND WINDOWS 10 DEC…

Signature Layouts

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

Signature layouts define the contents and the formatting of a signature. This can be done intuitively using a rich text editor. In addition, the MFT notification is also maintained here. The following sample signature layout for MFT is created automatically during…

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…

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…

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…

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…

General Settings

» General Settings

Monitoring Pulse Frequency Seconds: Pulse Frequency The system continuously gathers data about the state of the network between the nodes and the hub. Daily reports are available from the toolbar pulse action. Upload Settings Speed Sample Seconds: Speed Sample…

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…

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…

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…

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…

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…

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…

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…

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”…