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Introduction

Introduction

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,…

Contact Thru

Contact Thru

To learn more about how Thru can help your file transfer needs, please contact us. Speak to Sales www.thruinc.com/sales/ Schedule a Demo www.thruinc.com/demo/ Speak to Support http://www.thruinc.com/support/ helpcenter@thruinc.com US: +1 800 871 9316 Intl: +1…

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.…

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…

Thru Connection Settings

Thru Add-In for Outlook Installation » Thru Outlook Configuration File » THRU.config » Thru Connection Settings

TicketServerUrl Defines the URL of the Thru Ticket server to use for Single sign-on. This is the URL of the internal webserver where the Thru Ticket Server Web Service is installed. TicketServerUrl is only applicable when AuthMode is ‘Single…

Thru Outlook Configuration File

Thru Add-In for Outlook Installation » Thru Outlook Configuration File

In this section we will go over the different sections of the THRU.config file which controls the behavior of the Thru Outlook Addin. The default path to the config file is : 32bit – C:\Program Files (x86)\THRU 64bit – C:\Program…

Setting Up Thru Site Sources

Thru OptiFLOW Admin Guide » 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. Disabled – Disable the source Description:…

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:…

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, IMAP (Mail attachments) and in certain scenarios local folders for a one way…

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…

Link Thru Dropbox™ to Outlook Signatures

Managing Folders » Setting Up Thru 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…

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. …

Email Archiving User Guide

Thru Add-In for Outlook 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…

Configuring with Thru Ticket Server SSO

Thru Add-In for Outlook Installation » Configuring with Thru Ticket Server SSO

Thru users can authenticate using corporate SSO configurations. However, Thru AD Sync Ticket Server and Azure AD are the only configurations that support user authentication via SSO in the Thru Outlook add-in. SAML2.0 SSO such as ADFS, Onelogin, and Okta will not work…

Thru Add-In for Outlook Installation

Thru Add-In for Outlook Installation

Thru Outlook Add-in Supported Versions !Microsoft has ended extended support of Outlook 2007 as of 10/10/2017, consequently Thru can no longer provide support for the 2007 version of the Thru plugin. Please refer to the Microsoft Extended Support page for more…

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…

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…

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…

Action toolbar

Thru OptiFLOW Admin Guide » Overview » Action toolbar

Below are the definitions of each icon on the action toolbar starting from the top: Edit/Add Workflows To edit or create workflow processes, select the pencil icon on the menu. Activity Stream To view the activities that have been performed in Optiflow, select…

Control Panel

Thru OptiFLOW Admin Guide » Overview » Control Panel

Optiflow simplifies the creation of complex workflows in a unified platform with an easy to understand control panel. Respecting the top down approach, the control panel shows all sources and targets in one place. The schedules to pull and push data and a single…

Creating Patterns for Actions

Thru OptiFLOW Admin Guide » Creating Workflows » Adding Processors and 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 It will direct you to a page with a Pattern Tester and also a Regular Expression Language…

Pattern Tester

Thru OptiFLOW Admin Guide » Creating Workflows » Pattern Tester

Within OptiFLOW you can click on the Patterns icon It will direct you to a page with a Pattern Tester and also a Regular Expression Language reference guide. Link to Regular Expression Language – Quick Reference:…

Setting Up Anti Virus Scan Processor

Thru OptiFLOW Admin Guide » Creating Workflows » Adding Processors and Actions » Setting Up Anti Virus Scan Processor

Note : This Processor is more aimed at OptiFLOW instances installed on premise. OptiFLOW can scan all the files by running a command line scan utility on each uploaded file and this utility implements the scanning. All files are marked as blocked until scanning is…

Setting Up Shared Folders

Thru OptiFLOW Admin Guide » Creating Workflows » Adding Sources » Setting Up Shared Folders

Warning : Our Shared Folders Source is more aimed at OptiFLOW instances installed on premise. The Share Folder Source will need access to a local system drive or a Windows network share To set up an Shared Folders source in OptiFLOW: Fill in the Source…

Setting Up Name Patterns Processor

Thru OptiFLOW Admin Guide » Creating Workflows » Adding Processors and 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.…

Setting Up Pass-through Processor

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

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…

Setting Up SFTP Sources

Thru OptiFLOW Admin Guide » 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…

Download Tracker Processor

Thru OptiFLOW Admin Guide » Creating Workflows » Adding Processors and Actions » Download Tracker Processor

To add an Download Tracker 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…

Setting Up FTPS Sources

Thru OptiFLOW Admin Guide » 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…

Setting Up Mail Attachment Sources

Thru OptiFLOW Admin Guide » Creating Workflows » Adding Sources » Setting Up Mail Attachment Sources

To set up a Mail Attachments source in OptiFLOW: Fill in the Source Configuration fields: Source Name: Give this IMAP email source a name. A best practice would be to label this source to match the business use case. Disabled – Disable the…

Adding Processors and Actions

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

To automate different actions (e.g. File transfers, notifications) 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 on a scheduled…

FTPS Action for Pass-through Processor

Thru OptiFLOW Admin Guide » Creating Workflows » Adding Processors and 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. Disabled – Disable the…

Guest Member

Managing Users » Creating a New User » Role Definitions » Guest Member

A guest member is an external user accessing a distribution via Recipient Login or using the Thru protected Dropbox mode Issues can occur with guest members when registration is not completed correctly or the guest member forgets the email or password associated with…

SFTP Action for Pass-through Processor

Thru OptiFLOW Admin Guide » Creating Workflows » Adding Processors and 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. Disabled – Disable the action Description:…

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…

SFTP Action for Name Patterns Processor

Thru OptiFLOW Admin Guide » Creating Workflows » Adding Processors and 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. Disabled – Disable the action Description:…

FTPS Action for Name Patterns Processor

Thru OptiFLOW Admin Guide » Creating Workflows » Adding Processors and 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 –…

Administrator removes the user data in GDPR – compliant way

Selecting Site Options » GDPR Compliance Feature » Administrator removes the user data in GDPR – compliant way

If a user exists in the system, a Thru site Administrator can remove a user’s account using GDPR user deletion tools which anonymize the recorded information. This applies to internal and external registered users. A new section in Admin tree is available under…

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…

Setting Up Amazon S3 Sources

Thru OptiFLOW Admin Guide » 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. Disabled – Disable the source Description:…

Webinars

Webinars

To view all upcoming and past Thru webinars, visit Thru Events and Webinars

Idle Alerts

Thru OptiFLOW Admin Guide » Creating Workflows » Idle Alerts

Turning on Idle Alerts meaning Optiflow admins can receive email or SMS notification that the source files are absent on the last attempt in the time range. Daily and weekly schedules only Example :

Protocol.config

Thru Add-In for Outlook Installation » Protocol.config

1. PluginOperationPolicy=NeverSendThru Disables Thru in Outlook, all emails are sent in a regular way, Thru buttons are disabled, Thru Options do not contain message policies. Thru toolbar is visible in Outlook to enable use of Thru Explorer. 2.…

Administration Guidelines

Retention » Administration Guidelines

Follow these guidelines when setting up Retention Policies within Thru.

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…

SFTP Keys

Defining FTP Settings » SFTP Keys

Requests for SFTP public key installations on a customer Thru site must come from the Thru customer and not from the Thru customer’s customer. The process will be as follows: An email from the Thru customer service contact authorizing the addition of the public…

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…

Special case logic

Thru Add-In for Outlook Installation » Thru Outlook Configuration File » THRU.config » Special case logic

Allows Thru plugin to remove special email addresses inserted in BCC field by archiving plugins such as iManage from Thru distribution object. Special email addresses will be preserved in BCC fields of original email and all Thru emails sent to recipients by Thru…

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…

RecipientDomainFilterMode, RecipientDomainFilterCondition

Thru Add-In for Outlook Installation » Thru Outlook Configuration File » THRU.config » Recipient domain filter » RecipientDomainFilterMode, RecipientDomainFilterCondition

RecipientDomainFilterMode defines the policy applied by RecipientDomainFilterList parameter for recipient email domains. RecipientDomainFilterMode=Regular means that email domains listed in RecipientDomainFilterList should receive regular (not Thru) emails, if policy…

PostEmailData

Thru Add-In for Outlook Installation » Thru Outlook Configuration File » THRU.config » PostEmailData

Allows to block distribution subject, body and private message from being sent to THRU server. If PostEmailData=False, subject and private message are not sent to THRU server. Allowed values : True, False Preset value : True PostEmailData=True

MFT Bridge Configuration

Thru IBM Notes Add-In for treeMailS » Initial Configuration » MFT Bridge Configuration

Click the MFT Bridge Configuration button and enter the required parameters for the treeMailS Thru Add-In for IBM Lotus Domino. Usually, you will only have to enter the values for the parameters “Thru SSO secret” (password) and “Application-ID of this application…

External file servers

Thru Add-In for Outlook Installation » Thru Outlook Configuration File » THRU.config » External file servers

In this section the External File Servers accessing configuration can be defined. This configuration is used for processing links to the External File Servers in the Thru messages. The main format is the following: [CustomServerName1]=[url prefix];[official…

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) Disabled – Disable the action Description: Fill out the description…

Authorization Mode Settings

Thru Add-In for Outlook Installation » Thru Outlook Configuration File » THRU.config » Authorization Mode Settings

AuthMode Defines Thru authentication mode. Available values: ‘Password-based’ : direct authentication at Thru server with a username and password ‘Single sign-on’ : integration with Active Directory via Thru Identity Synchronization Service…

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) Disabled – Disable the action Description: Fill out the description…

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…

THRU.config

Thru Add-In for Outlook Installation » Thru Outlook Configuration File » THRU.config

[THRUConfiguration] THRU.default.config is the configuration file that sets the Thru Enterprise Connector for Microsoft Outlook back to its default settings. It is typically used when upgrading Thru Enterprise Connector for Microsoft Outlook for Outlook where the…

Organization Agreement

Selecting Site Options » GDPR Compliance Feature » Organization Agreement

This is an agreement between Thru, Inc. and your company In response to the General Data Protection Regulation (GDPR) Thru, Inc. now provides an optional “GDPR Mode” or support for GDPR compliance. “GDPR Mode” affixes “Data Control” responsibilities over…

treeMailS Architecture Overview

Thru IBM Notes Add-In for treeMailS » treeMailS Architecture and Components » treeMailS Architecture Overview

The purpose of the treeMailS software (based on IBM Notes and Domino) is to optimize and improve email management within Lotus Domino. The treeMailS IBM Notes Add-In for Thru (treeMailS/MFT) is a feature within treeMailS. To use the IBM Notes Add-In for Thru…

Create and Manage Node Users

Thru OptiBAND Admin Guide » OptiBAND Dashboard » 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…

EmailTagStringLabel

Thru Add-In for Outlook Installation » Thru Outlook Configuration File » THRU.config » Email tags » EmailTagStringLabel

Defines a name for Tag drop-down list in Thru GUI section in a mail form. Active only if EmailTagRequired=Yes EmailTagStringLabel=Project

HideMessageThruGroup

Thru Add-In for Outlook Installation » Thru Outlook Configuration File » THRU.config » HideMessageThruGroup

Allows to hide Thru control group in Message ribbon in Outlook new message window. Allowed values : Yes, No Preset value : No HideMessageThruGroup=No

EnableLocalThruFileAttachments, EnableLocalThruFolderAttachments, EnableOnlineThruFilesFolders

Thru Add-In for Outlook Installation » Thru Outlook Configuration File » THRU.config » EnableLocalThruFileAttachments, EnableLocalThruFolderAttachments, EnableOnlineThruFilesFolders

The following flags allow to toggle access to special types of attachments in Thru plug-in: local files that exceed Exchange limits, local folders and Online files/folders stored in Thru cloud. Allowed values : True, False Preset values :…

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.…

Message Delivery Policy Settings

Thru Add-In for Outlook Installation » Thru Outlook Configuration File » THRU.config » Message Delivery Policy Settings

Note: Thru delivery policies are set for automatic and transparent delivery of attached files in Outlook. Typically, the policies are set according to file size or file type. The following parameters provide the options for setting these delivery policies. All file…

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…

AllowSavingThruCredentials

Thru Add-In for Outlook Installation » Thru Outlook Configuration File » THRU.config » AllowSavingThruCredentials

Allows the Thru plugin to save username and password in a local registry. If set to False or if section is removed from configuration file, user will have to enter credentials after Outlook and Thru Transfer manager are both restarted. Recommended to remove the…

AttachmentTypeListInclusive

Thru Add-In for Outlook Installation » Thru Outlook Configuration File » THRU.config » Message Delivery Policy Settings » AttachmentTypeListInclusive

Defines attachment type list inclusive/exclusive mode inclusive: Any of the file types in the list will yield delivery by Thru. exclusive: All file types in the list will not be sent thru, unless they meet the size policy setting. Available values: –…

Web File Transfer Options

Selecting Site Options » General » Web File Transfer Options

Web File Transfer Options allow you to enable or disable Java for uploading and downloading. It also allows you to set a default mode. The following table reviews the features of Thru upload methods : The following table reviews the features of Thru java and…

Copyright and Trademarks

Copyright and Trademarks

The information in this document is subject to change without notice. This document is intended for the use of Thru Inc. staff, Thru Inc. customers or persons having signed an NDA with Thru Inc. for the purpose of the agreement under which the document has been…

SaveAttachmentsWithSentItems

Thru Add-In for Outlook Installation » Thru Outlook Configuration File » THRU.config » Message Delivery Policy Settings » SaveAttachmentsWithSentItems

Defines if files attached not using Send with Thru mode, will be saved in the Sent Items folder If set to ‘no’, attachments will be replaced by Thru stubs in the Sent Items Outlook message folder which will save storage space on your Mail…

Customization of Dropbox URL

Managing Folders » Setting Up Thru Dropbox Links » Customization of Dropbox URL

Default URL to Thru Dropbox is https://sitename.thruinc.net/Desktop/Dropbox/Create It can now be customized in the format https://sitename.thruinc.net/cr/Custom Custom can be defined in metadata of the site (contact Thru support for further information) Example…

RecipientDomainFilterSecurity

Thru Add-In for Outlook Installation » Thru Outlook Configuration File » THRU.config » Recipient domain filter » RecipientDomainFilterSecurity

Allows to block distribution subject, body and private message from being sent to THRU server. This parameter is applied if following conditions are met: - Recipient domain filter is active. - PosEmailData parameter is True. - Message should be sent as regular…

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…

DefaultExpirationInterval

Thru Add-In for Outlook Installation » Thru Outlook Configuration File » THRU.config » Message Delivery Policy Settings » DefaultExpirationInterval

Defines default period, in days, that the link to the Thru message, and files will be active for access. Note: This parameter should be set in accordance with retention policies on your Thru site. Retention rules on the OUTBOX folder should not be set to less than…

Adding New Nodes

Thru OptiBAND Admin Guide » OptiBAND Dashboard » 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…

Retention and Audit Manager

Retention » Retention and Audit Manager

Thru tracks all retention-related information and it is all available from the Audit manager as shown below. Audit manager reports, especially the “User Analysis” report, can be used as complementary tools to manage site content.

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…

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…

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. THRU TOKEN CODE – DO NOT CHANGE, DELETE, OR REORDER Replaced by the section that contains emails and links. Eg: From: JohnDoe@acme.com [click to…

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…

Defining FTP Settings

Defining FTP Settings

*SFTP and FTPS access requires IP address whitelisting SFTP \ FTPS Client Configuration Information To configure your FTP client to connect to Thru, refer to the following information: Host: Depending on which global region is being used, one of the following will…

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…

Retention

Retention

Retention policy services give administrators and retention users tools to manage content expiration. According to a predefined set of retention rules, the Thru server can be configured to provide retention warning alerts (in the web interface and Thru explorer),…

Whitelisting

Defining FTP Settings » Whitelisting

*SFTP and FTPS access requires IP address whitelisting FTP, SFTP \ FTPS connections require that customers register all public IP addresses that connect to the Thru platform via these protocols. To register an IP address the customer must provide the public IP…

Request by a user to remove the user data from the system

Selecting Site Options » GDPR Compliance Feature » Request by a user to remove the user data from the system

When clicked, a form is displayed which requests to enter user email. See link for further details Email address verification message is sent to user mailbox. Once email with the link is received, the page under the link sends request to remove user data to the…

Auditing

Auditing

Audit allows you to run reports to see exactly what has been going on with the site and who has been using it in which way. There are four different logs that you can use to search for audit entries. To use the Audit function, click Audit in the left tree view of…

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.…

System Requirements

Thru Add-In for Outlook Installation » System Requirements

In order for proper operation of the Thru Add-In for Outlook, the following software and hardware requirements must be met: Operating Systems Windows 10 Windows 8.1 Windows 7 *Microsoft mainstream support for Windows 8.1 ended Jan. 9, 2018 and mainstream…

File Move for Name Patterns Processor

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

To set up a File Move action for Pass-through processors: Fill in the configuration fields: Action Label: Give this File Move action a label. (e.g. Move Outdated Bids) Disabled – Disable the action Description: Give a description of this file…

AutoSendThruForAttachmentRestrictions

Thru Add-In for Outlook Installation » Thru Outlook Configuration File » THRU.config » Message Delivery Policy Settings » AutoSendThruForAttachmentRestrictions

Defines if the message should be sent in Thru mode automatically if it matches specified attachment restrictions. If set to ‘no’ then a confirmation dialog will be shown to user if a message matches specified attachment restrictions. Available values:…

File System Purge Period

Selecting Site Options » General » File System Purge Period

When files are deleted, the Thru server keeps them for a period time before purging them forever. Files can only be restored during this grace period. This option allows you to set that grace period’s length in hours, where the files will be kept before being…

AttachmentSizeLimitUserDefined

Thru Add-In for Outlook Installation » Thru Outlook Configuration File » THRU.config » Message Delivery Policy Settings » AttachmentSizeLimitUserDefined

Defines the size, in megabytes, of any file attachment larger than this size and independent of the file type, that will be delivered by Thru. Preset value: 10 AttachmentSizeLimitUserDefined=5 This only sets the lowest default size, in the below image the size is…

Calculate Folder Diff

Thru OptiFLOW Admin Guide » Creating Workflows » Adding Sources » Setting Up Shared Folders » Calculate Folder Diff

Our Shared Folders Source has a calculate folder diff button. Pressing this button will display the difference between the Source Shared Folder and the Destination folder on Thru Example : Once the service is up to date the view should look like this : …

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”.…

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 it…

RecipientDomainFilterList

Thru Add-In for Outlook Installation » Thru Outlook Configuration File » THRU.config » Recipient domain filter » RecipientDomainFilterList

The filter defines a list of recipient e-mail domains to apply a policy below. List items should be divided by ‘;’ character, spaces are ignored. Example : RecipientDomainFilterList=domain1.com;domain2.com; subdomain.domain3.com Policy : If…

Deleting/Deactivating a User

Managing Users » Deleting/Deactivating a User

Deleting a user is useful if they have parted with the company and you no longer wish to grant them access to your site. If you delete a user, their home folder documents will be saved to the Deleted Users Folder (discussed in Groups) and will be visible to the…

Proxy Server Settings

Thru Add-In for Outlook Installation » Thru Outlook Configuration File » THRU.config » Proxy Server Settings

ProxyMode parameter controls whether to use proxy server to connect to the Thru server. Available values: - set to ‘1’ to use IE proxy settings - set to ‘2’ to connect directly (without proxy) - set to ‘3’ to connect via proxy…

Rules on File Types and Zero Days Rules

Retention » Rules on File Types and Zero Days Rules

File type rules were created to allow administrators to control large personal content, such as music or video files. Thru can block certain file types at upload time – see File Types Restriction On Upload If you need to create a policy to prohibit music…

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) Disabled – Disable the action Description: Describe the use case for…

Statements

Selecting Site Options » Statements

You can add confidentiality statements, disclaimers, or instructions if your company requires them to be present. This can be done for the Distribution, Dropbox, or Account User. Distribution This statement will be displayed when the recipient clicks on the…

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…

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…

Retention Tab

Managing Users » Changing User Profile Information » Retention Tab

This tab shows if a retention policy is set up for this user. Only users belonging to the Retention Administrators group have access to modify these settings. To add a user to the Retention Administrators Group, please see the Groups chapter later in this user…

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…

Creating Folders

Managing Folders » Creating Folders

This section will show you how to create new folders on your Thru site. *A great way to organize content among users on your site is to create folders for each department or project under the Shared Files folder. To create a folder: Navigate to the location…

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…

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…

Recovering Deleted Files (Trash Bin)

Retention » Recovering Deleted Files (Trash Bin)

When files are deleted, Thru 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…

MandatoryAttachmentTypeList

Thru Add-In for Outlook Installation » Thru Outlook Configuration File » THRU.config » Message Delivery Policy Settings » MandatoryAttachmentTypeList

List of file types that will be included or excluded from Thru delivery. See AttachmentTypeListInclusive parameter for setting inclusion or exclusion. Value is a comma-separated list of file extensions, not case-sensitive and spaces will be…

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…

DisableCPEdit

Thru Add-In for Outlook Installation » Thru Outlook Configuration File » THRU.config » DisableCPEdit

Controls editing of the connection settings in the Connection tab and proxy settings in the Proxy Settings tab. Available values: - set to ‘true’ to disallow modification of connection and proxy settings by the user - set to ‘false’ to allow…

Company Profiles

Thru IBM Notes Add-In for treeMailS » 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…

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. Disabled – Disable the action Description:…

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) Disabled – Disable the action Description: Give a description of this email notification. (e.g. After bids are added to Folder A…

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. Disabled – Disable the action Description:…

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).…

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) Disabled – Disable the action Description: Give a…

Default Definition Settings

Retention » Configuring Site Level Options » 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…

Message Template Example

Selecting Site Options » Messaging » Message Template Example

p {margin:8px 0; padding:0; font-family:'Segoe UI', Arial, sans-serif;color:#464646;} a {color:#00b0f0;} hr {margin:4px 0; padding:0;} a:link img {filter:none;} a:visited img {filter:none;} a:hover img {-o-filter: invert(0); -ms-filter:…

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…

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…

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) Disabled – Disable the action Description: Give a description…

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…

OptiBAND Overview

Thru OptiBAND Admin Guide » OptiBAND Overview

With OptiBAND™ your organization can send files more efficiently on high latency connections or it can be used for WAN optimization to accelerate transfers over wide area networks (WAN). OptiBAND™ has the ability to set bandwidth limits for file transfers, set…

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) Disabled – Disable the action Description: Give a…

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…

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…

Effective Rules

Retention » Effective Rules

Thru supports the mappings of retention rules at multiple levels. Which then requires a 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…

Groups Tab

Managing Users » Changing User Profile Information » Groups Tab

The Groups tab displays all the groups of which the selected user is currently a part of. To add or delete the groups of which the user is currently a part, please see the Managing Groups chapter later in this guide.

Defining Retention Policies

Managing Groups » Defining Retention Policies

You can also place Retention Policies on all the users in a particular group on the Retention tab. To set Retention Policies, you need to be a member of the Retention Administrators group. For a walk though of how to set a Retention Policy, please see the…

Signing Data Documents

Thru IBM Notes Add-In for treeMailS » Setup and Installation » Signing Data Documents

Please ensure that the data documents in your treeMailS databases are properly signed before initial installation and after any future online updates. To do so, open the Domino Administrator, navigate to the location of your treeMailS databases, right click on all…

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) Disabled – Disable the action Description: Describe the use case for…

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 Choose file button and select which file you would like to upload to be your logo. Please note the…

Delete files from source after pull?

Thru OptiFLOW Admin Guide » Creating Workflows » Delete files from source after pull?

Setting the field to NO will only pull new files and do not re-download files received before. Delete files from source after pull? – The ability to detect that a file was already uploaded was added. When the source is set to keep the files (Delete files…

Shared Links

Publishing » Shared Links

A file can be shared via direct link, with or without authentication. Shared link management is implemented for each user and for administrators. From the Publishing section of the admin dashboard, admins or Publishing admins have access to all the Shared Links…

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…

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…

Master Data

Thru IBM Notes Add-In for treeMailS » 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. 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…

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…

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…

Notifications

Retention » 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…