officeGATE Manual 2.8

  1. Introduction to officeGATE
    1. Key features
    2. Software requirements
  2. Getting started
    1. Single installation of officeGATE
    2. Installation of officeGATE in a distributed company environment using Group Policy
    3. XML distribution with GPO in distributed company environment
  3. Launching officeGATE
    1. officeGATE pane’s overview
  4. Connection Settings
    1. Enabling/ disabling providers
    2. Connecting to providers
      1. Connecting to contentACCESS
      2. Connecting to third -party DMS providers (Datengut, Perceptive)
      3. Connecting to SharePoint site(s)
      4. Connecting to Perceptive Workplace
      5. Connecting to Dropbox
      6. Connecting to OneDrive
  5. General officeGATE settings
  6. Offline file access settings
    1. Enabling offline file access
    2. Selecting items for offline access
    3. Updating the offline items based on the online changes
    4. Disabling offline access
    5. Interrupted manual and automated synchronizations
  7. License key activation
  8. Handling with documents using officeGATE
    1. Setting favorites
    2. View selection: Tree view, List view, Collapse all
    3. Searching in officeGATE
    4. Working with nodes and files using the context menu
      1. Online opening and editing of files directly from officeGATE
      2. Sending attachments/links to the file
      3. Sending ZIP file
      4. Saving document(s) locally
      5. Copying/pasting document(s)
      6. Deleting document(s)
      7. Renaming document(s)
      8. Creating folder(s)
      9. Uploading new file(s)
      10. Folder refresh/provider refresh
    5. Sharing files directly from MS Outlook
    6. Drag&Drop actions
      1. Attaching files to email message
      2. Uploading emails/attachments directly from the mailbox
      3. Manual email archiving using contentACCESS
    7. Content type selection and metadata fill in SharePoint
  9. Troubleshooting

4.2.1.Connecting to contentACCESS

officeGATE can be interconnected with contentACCESS, TECH-ARROW’s great document management software. With officeGATE the user can access the contentACCESS documents directly from MS Outlook, without a need to switch to another application.

Important: The officeGATE version 2.8 and higher is compatible only with contentACCESS 3.1 and higher. Connecting to an older version results in an error message about version incompatibility.



To connect officeGATE with contentACCESS, click “Settings” in the context menu or in the officeGATE settings to open the contentACCESS connector settings dialog. Further specify the connection parameters:

1. If you use proxy (contentACCESSWS) with secure (HTTPS) connection to connect to contentACCESS, configure the connection as follows:

  • Check the Generate connection URL checkbox;
  • Enter the contentACCESS server name into the Server name field; with this action the connection URL will be generated automatically;
  • Select an authentication type from the Authentication type dropdown list; if there were new authentication providers enabled in contentACCESS, but they do not appear in the list, click Reload to refresh the dropdown list;
  • Enter your contentACCESS credentials (Login name and Password);
  • Specify a maximum item count that should be displayed in the list view (by default this is set to 50)
  • Specify a maximum number of lookup items (by default the value is set to 20).
  • Specify your default sharing settings (if the Sharing plugin is not licensed in your contentACCESS, you can ignore these settings; more information here)
  • Check the connection via the “Test connection” button and save your settings.


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2. If you use proxy (contentACCESSWS) with unsecure (HTTP) connection to connect to contentACCESS (i.e. you use proxy but do not have a valid certificate), configure the connection as follows:

  • Enter the contentACCESS server name into the Server name field;
  • Enter the HTTP connection URL with the correct server name into the Connection URL field: http://[ServerName]/contentACCESSWS/ModelService.svc
  • Select an authentication type from the Authentication type dropdown list; if there were new authentication providers enabled in contentACCESS, but they do not appear in the list, click Reload to refresh the dropdown list;
  • Enter your contentACCESS credentials (Login name and Password);
  • Specify a maximum item count that should be displayed in the list view (by default this is set to 50)
  • Specify a maximum number of lookup items (by default the value is set to 20).
  • Specify your default sharing settings (if the Sharing plugin is not licensed in your contentACCESS, you can ignore these settings; more information here)
  • Check the connection via the “Test connection” button and save your settings.



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3. If you use direct connection to connect to contentACCESS (no proxy is installed), configure the connection as follows:

  • Enter the contentACCESS server name into the Server name field;
  • Enter the connection URL with the correct server name into the Connection URL field: http://[ServerName]:8736/contentACCESSWS/ModelService.svc
  • Select an authentication type from the Authentication type dropdown list; if there were new authentication providers enabled in contentACCESS, but they do not appear in the list, click Reload to refresh the dropdown list;
  • Enter your contentACCESS credentials (Login name and Password);
  • Specify a maximum item count that should be displayed in the list view (by default this is set to 50)
  • Specify a maximum number of lookup items (by default the value is set to 20).
  • Specify your default sharing settings (if the Sharing plugin is not licensed in your contentACCESS, you can ignore these settings; more information here)
  • Check the connection via the “Test connection” button and save your settings.



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Note: The log in to contentACCESS with a Windows account is also supported. To connect with it select Windows from the Authentication type list and enter the credentials. To log in under the currently logged Windows user check the Current user radio button and the user credentials will be filled in automatically.

The Windows user login must be configured in contentACCESS Central Administration.

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Provided that the connection settings are well established, open the provider’s context menu and select “Connect” from the list:

oGATE 2.7 doc 14

Once the connection is well established, the licensed plugins will be listed when extending the contentACCESS provider’s node in the pane:

oGATE 2.7 doc 15


Note: With the Metalogix Archive Manager Exchange Edition archive connection you may access your old MAM shortcuts in officeGATE. The connection to this archive can be established using the respective plugin of contentACCESS.

First you have to install and configure Legacy MAM retrieve server on the MAM server, and configure it in the contentACCESS Central Administration. (For more information refer to the contentACCESS Manual.)

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