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OptiFLOW Activity Statistics

Thru OptiFLOW Admin Guide » OptiFLOW Activity Statistics

To view analytics of OptiFLOW activities, you can use the Activity Statistics tool. You can access Activity Statistics by selecting the bar graph icon from the Control Panel Menu. With the Activity Statistics tool, you can analyze daily and monthly activity…

Viewing Files Deleted by Retention

Using Retention Policy Services » Retention and Audit Manager » Viewing Files Deleted by Retention

Following is an example of a deleted item with related retention rule information in the Audit manager Transaction Log report. You can search for a rule number using the “Logging Note” filter. Restored Log Event Here is an example of restoring to the original…

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…

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…

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 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…

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…

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…

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…

SMS Action for Pass-through Processor

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

To set up a Text Message (SMS) action for Pass-through processors: Fill in the configuration fields: Action Label: Give this Text Message a label. (e.g. Text Notification for New Bids) Description: Give a description of this email notification. (e.g. After…

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…

Email Action for Pass-through Processor

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

To set up a Mail Notification action for Pass-through processors: Fill in the configuration fields: Action Label: Give this Mail Notification a label. (e.g. Mail Notification for New Bids) Description: Give a description of this email notification. (e.g.…

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,…

SMS Action for Name Patterns Processor

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

Fill in the configuration fields: Action Label: Give this Text Message a label. (e.g. Text Notification for New Bids) Description: Give a description of this email notification. (e.g. After bids are added to Folder A from FTP source, trigger text message…

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…

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…

REST Action for Pass-through Processor

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

To set up a REST call action for Pass-through processors: Fill in the configuration fields: Action Label: Give this REST Call a label. (e.g. REST Notification, External Call) Description: Describe the use case for this REST Call (e.g. When a file lands in…

Email Action for Name Patterns Processor

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

To set up a Mail Notification action for Name Patterns Processors: Fill in the configuration fields: Action Label: Give this Mail Notification a label. (e.g. Mail Notification for New Bids) Description: Give a description of this email notification. (e.g.…

REST Action for Name Patterns Processor

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

To set up a REST call action for Name Patterns Processors: Fill in the configuration fields: Action Label: Give this REST Call a label. (e.g. REST Notification, External Call) Description: Describe the use case for this REST Call (e.g. When files ending with…

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…

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…

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…

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…

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…

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

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.

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…

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…

Deleting Definitions

Using Retention Policy Services » Managing Retention Definitions » Deleting Definitions

Definitions can be deleted from the definition list page. Definitions can only be deleted if they are not referenced by active rules.

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…

Creating a New File Rule

Using Retention Policy Services » Managing Retention Rules » File and Folder Level Rules » Creating a New File Rule

To create a new rule, navigate to the file, 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 definition list. By default, the rule is in an active…

Setting Transmission Priority

Thru OptiBAND Admin Guide » Setting Transmission Priority

You can set transmission priority on pending items by clicking on the green dot above the progress bar. Note : the page shows actual transfer size, items are compressed when possible so delivery can be faster then the expected time (size divided by…

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…

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…

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.

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.

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…

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…

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…

Sign In Page Information

Selecting Site Options » General » Sign In Page Information

Update sign in page information, and then click Save. Thru Title • Main title to be displayed on front page Thru Name • This will be displayed as your site at the sign-in screen. Welcome Message • You can customize a welcome message that will be displayed…

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…

Node Transfer Queue

Thru OptiBAND Admin Guide » Node Transfer Queue

This page shows transfers sent to remote nodes. The list includes in-progress transfers as well as ones which were recently completed, in the last 48 hours. Newer transfers appear first. You can set transmission priority on pending items by clicking on the green dot…

Restoring Files

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

Only files, not folders, can be restored. If files cannot be restored to their original location, they will be restored in Retention Restore folder under the Administrator home folder. Note that when files are deleted by the retention service, restoring them to the…

Hub Transfer Queue

Thru OptiBAND Admin Guide » Hub Transfer Queue

This page shows transfers sent to remote nodes. The list includes in-progress transfers as well as ones which were recently completed, in the last 48 hours. Newer transfers appear first. You can set transmission priority on pending items by clicking on the green dot…

Recovering Deleted Files (Trash Bin)

Using Retention Policy Services » Recovering Deleted Files (Trash Bin)

When files are deleted, the Thru server keeps them for several days before purging them. Files can only be restored during this grace period. However, only files, and not folders, can be restored. If files cannot be restored to their original location, they will be…

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…

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…

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…

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…

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…

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…

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…

Adding New Nodes

Thru OptiBAND Admin Guide » Adding New Nodes

To configure new nodes in OptiBAND: Click on the plus sign icon (+) from the toolbar. The “configure new node” page opens. Fill in each configuration field: Node name: Give a name to this node. A best practice would be to name nodes according their use…

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…

Managing Retention Rules

Using Retention Policy Services » Managing Retention Rules

Rules on system objects are created by navigating to them in the web interface and choosing Retention tab. Only retention administrators can create or modify rule setup. All the users can see retention tabs when they navigate the system. Only retention…

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…

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…

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…

Configuring ACL Rights on Database App

Thru IBM Notes Add-In for treeMailS » Setup and Installation » Configuring ACL Rights on Database App

For the administration of the treeMailS Configuration database, the group “LocalDomainServers” requires manager access (including “Delete” authorization) as well as the admin roles “[Admin]” and “[MFTAdmin]”. The system administrator should give the…

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…

Retention Notifications

Using Retention Policy Services » Retention Notifications

Retention notification settings include: Whether to send warning notifications to retention administrators and/or users (file owners). Whether to send deletion notifications to retention administrators and/or users (file owners). Number of days to start warnings…

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…

Site Storage Warning

Using Retention Policy Services » Configuring Site Level Options » Site Storage Warning

You can activate monitoring of your site storage in the RETENTION section of the Administration portal by turning on site storage warnings. When this feature is enabled, administrators on your site will receive daily notifications when site storage exceeds the storage…

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…

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…

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…

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…

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…

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…

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…

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.…

Thru IBM Notes Add-In for treeMailS

Thru IBM Notes Add-In for treeMailS

Introductory Information The content of this manual is designed for Administrators. It describes the most important functions required for the installation, administration and the administrative use of treeMailS IBM Notes Add-In for MFT. In this manual the…

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…

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…

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…

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…

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…

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…

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”…

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…

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…

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.…

Thru Retention Policy Change Management Best Practice

Using Retention Policy Services » Thru Retention Policy Change Management Best Practice

We often get the question “I want to change my retention policies but first want to know how many files will get tagged for removal”. This page describes a process for safely changing and testing policies. First, go to RETENTION in the Administration portal. …

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…

Setting Up FTPS Sources

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…

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…

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…

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…

Setting Up Amazon S3 Sources

Creating Workflows » Adding Sources » Setting Up Amazon S3 Sources

To add an Amazon S3 source in OptiFLOW: Fill in the Source Configuration fields: Source Name: Give this S3 source a label. A best practice would be to label this source to match the business use case. Description: Fill out the description of what this S3…

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…

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…

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…

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…

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…

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 –…

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…

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…

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…

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…

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…