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Administration Guidelines

Retention » Administration Guidelines

Follow these guidelines when setting up Retention Policies within Thru.

Deleted Users

Deleted Users

The Deleted Users section is an administration tool to delete personal information for previously deleted users

User Level Rules

Retention » Managing Retention Rules » User Level Rules

To see all user rules, navigate to Administration > Retention > Rules > Users.

File and Folder Level Rules

Retention » Managing Retention Rules » File and Folder Level Rules

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

treeMailS Configuration Database

Thru IBM Notes Add-In for treeMailS » 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…

User Rules

User Expiration » How to assign definitions to create rules » User Rules

To assign an expiration definition to specific user to create a user-level rule go to Administration -> Users -> Any user -> Expiration tab. Available to Administrators, Managers and Partner managers. Partner managers can only see users with the same domain on this…

Activation of Settings

Thru IBM Notes Add-In for treeMailS » Initial Configuration » Activation of Settings

Generally, administration processes are executed automatically in certain poll cycles. If you click the “Perform data synchronization immediately”, all the changes you made to the master data, personal profiles, and company profiles are activated…

User Group Rules

User Expiration » How to assign definitions to create rules » User Group Rules

To assign a definition to create expiration rule for a user group go to : Administration -> Groups -> Any group -> Expiration tab. Available only to Administrator and Manager roles : User Group rules are listed under Administration->User Expiration->Rules->User…

Group Level Rules

Retention » 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…

Managing Retention Administrators

Retention » Managing Retention Administrators

Only members of the Retention Administrators built-in group can make configuration changes. Other users cannot see the Retention node in the administration tree. Regular users (members) can be added to the Retention Administrators group. When added, they gain…

Contacts

Managing Contacts and Contact Lists » Contacts

Clicking CONTACTS in the administration tree (not the Contacts in the main menu) lets you access all contacts and lists in the system. New contacts can be added Note : The contact at this point can be shared with only the owner, the owner’s group or with…

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…

Managing Contacts and Contact Lists

Managing Contacts and Contact Lists

From the administration dashboard, an administrator can manage all the contacts and contact lists (aka distribution lists) created in Thru. Often it is necessary to access a departed employee’s contacts and distribution lists to assign them to another employee.…

Managing Users

Managing Users

To manage users on your Thru site, click Users from the Thru Administration dashboard to display user options. Current site users are displayed. From here, you can manage and create users. Creating a New User Deleting/Deactivating a User Changing User Profile…

Managing Retention Rules

Retention » 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…

Site Rules

User Expiration » How to assign definitions to create rules » Site Rules

To assign a definition to create a site level rule go to : Administration -> User Expiration -> Rules -> Site. Setting is available only to Administrator role. Warning: When the rule is created on the Site level, a warning popup with OK and Cancel buttons is…

Role Definitions

Managing Users » Creating a New User » Role Definitions

Administrator Can access Administration portal Has access to Users, Groups, Site Options, Audit, Retention, Publishing, Deleted files Administrator Group : When members are added to this group, they can see all Folders in the user portal, including all user home…

User Expiration

User Expiration

User Expiration is added to Administration area. Access to the subsections is controlled by a user role. Section contains the following subsections: • Definitions: Create and manage User Expiration definitions. Available to Administrator role only. • Rules ->…

Site Storage Warning

Retention » 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…

Defining Publishing Options

Publishing » Defining Publishing Options

1. From the Thru Web Portal 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 dictionary — This…

Deleted Files (Recycle Bin)

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 Options under File System Purge Period. The…

Default Groups

Managing Groups » Default Groups

Thru comes with a number of default/built-in groups to manage different parts of the system ACCOUNT APPROVALS • Build-in group to approve account requests. ADMINISTRATORS • Default administrator group. AUDITORS • Default reporting…

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…

Overview

Thru OptiFLOW Admin Guide » 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 Optiflow from your Thru site, you will either need to be an Administrator or a user that has…

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…

Download ZIP Archive Prefix Customization

Selecting Site Options » Customization » Download ZIP Archive Prefix Customization

Template of the download archive name can be edited in Administration UI Metadata New metadata parameter downloadArchiveNameTemplate is added, that defines a template for a name of ZIP archives created by multiple file/folder downloads in the browser. Template…

GDPR Compliance Feature

Selecting Site Options » GDPR Compliance Feature

GDPR tab is visible in Administrative UI in the Site Options > GDPR. The following features are implemented to make Thru software GDPR compliant: Administrative UI to enable and configure GDPR features, requires administrator to consent to agreement provided by…

Creating a New User Rule

Retention » 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…

Retention Effective Rule

Retention » 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…

File Type Rules

Retention » 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…

IBM Domino Server Components

Thru IBM Notes Add-In for treeMailS » 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…

GDPR

Selecting Site Options » GDPR Compliance Feature » GDPR

An administrator will need to enable this option and agree to this via the Activate GDPR site check box to meet EU GDPR requirements. By checking this box, you agree with the consent statement displayed. After clicked, confirmation popup is displayed, message:…

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…

OptiBAND Dashboard

Thru OptiBAND Admin Guide » OptiBAND Dashboard

To access the OptiBAND™ click the drop-down menu within your Thru site and select Administration. From the Thru Administrator dashboard you can access OptiBAND™ When you first enter the OptiBAND Dashboard you will see the “nodes diagram” (image below).…

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…

Access

Selecting Site Options » Access

The Access tab under Thru Site Options has two different sections: Mobile Access and Single Sign-On (SSO) User Access. Use the sections below to learn about each configuration. Mobile Access This section allows you to enable or disable mobile access for your…

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…

Defining Collections

Publishing » Defining Collections

A collection is a set of published links that anyone with the link to the collection can view. From the Thru Portal go to Administration > Publishing. To define collections, expand the Publishing menu, and then select Collections. To add a collection: a. Click Add…

Modifying Retention Rules Best Practice

Retention » 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…

Thru Retention Policy Change Management Best Practice

Retention » 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. …

treeMailS Installation Wizard

Thru IBM Notes Add-In for treeMailS » Setup and Installation » treeMailS Installation Wizard

After accepting the treeMailS license agreement you can select whether you want to install the first treeMailS server or add an additional one. In the same dialog, please confirm that you also want to install the MFT Bridge “Install MFT Bridge on treeMailS Server”.…