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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…

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…

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…

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.…

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…

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…

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…

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 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…

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…

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…

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…

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

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…

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…

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…

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…

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…

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…

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…

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…