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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…

How to configure bandwidth limits

Thru OptiBAND Admin Guide » Configuring Bandwidth Limits » How to configure bandwidth limits

The interface allows you to control the bandwidth to and from each node on the network Configuration changes are applied in real time Low – Bandwidth settings to limit the speed for a slow connection Medium – Settings for a better connection where…

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…

Option 1: Deploying from Config Database

Thru IBM Notes Add-In for treeMailS » treeMailS Client Rollout and Activation » Option 1: Deploying from Config Database

treeMailS is installed so it can be operated immediately. However, after the installation the parameter Activate treeMailS Client Installation is set to “No” to make sure that no client updates or corresponding emails are sent out prematurely. After the…

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…

Restoring to Original Location

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

When the restore completes, the system will show a popup window with the restore results:

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…

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…

Link Thru Dropbox™ to Outlook Signatures

Managing Folders » Setting Up Dropbox Links » Link Thru Dropbox™ to Outlook Signatures

For users on your site that use Microsoft Outlook, they may want to add a link to their Dropbox in their email signature. This is a great way for external customers and partners to send them large files securely. To learn how to create a link to a user’s…

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…

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.…

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…

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…

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…

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…

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…

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…

Setting up Thru CDN on a folder

Using Thru CDN » Setting up Thru CDN on a folder

Source Folder on a Thru Site Navigate to the folder on which you would like to set up Thru CDN mirroring. This is done on the Source Site (the site from where you want to mirror files). Click the Thru CDN tab on the right side. Click Modify and then you will…

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…

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…

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…

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…

Viewing the Administrator Dashboard

Viewing the Administrator Dashboard

To administer your Thru site: Click Administration from the drop down menu found at the top right hand corner of the page. This option only displays for users with Administrator privileges. The administrator dashboard and navigation tree display. The tree…

Selecting Site Options

Selecting Site Options

To edit the site options, select Site Options from the left tree view. The Site Options view displays. Use the tabs at the top to navigate to the different areas of the site you can modify.

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…

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…

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.

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…

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…

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…

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…

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…

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…

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…

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…

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”…

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…

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…

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…

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 –…

Setting Up Dropbox Links

Managing Folders » Setting Up 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:…

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…

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…

Managing Groups

Managing Groups

To view current groups in the system, click Groups on the left side tree view. The Groups view displays. Adding/Deleting a Group Adding/Removing Users Defining Retention Policies