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

4.2.2.Connecting to third -party DMS providers (Datengut, Perceptive)

It is also possible to connect to third-party DMS (data management software) providers – such as Datengut, Perceptive (also known as Saperion ECM) – in officeGATE. Third party DMS providers are integrated as plugins into the contentACCESS provider. To be able to connect to these providers, the respective third-party authentication provider must be enabled in contentACCESS. (For more information refer to section “Login providers” in the contentACCESS Manual.) Single sign on authentication is supported as well. Single sign on means, that it is not required to create a Datengut or Perceptive user login in contentACCESS to connect to Perceptive or Datengut DMS in officeGATE. The user login will be created automatically in the background when logging into the Datengut/Perceptive DMS from officeGATE.

How to connect to the Datengut/Perceptive DMS in officeGATE.
Click on oGATE 18contentACCESS node in the pane, open its context menu and choose oGATE 13 Settings from the list. The contentACCESS connector settings dialog opens. Configure here the following sections:

  • Enter the contentACCESS server name into the Server name field;
  • Specify the correct connection URL;
  • Select the Datengut/Perceptive Authentication type.
  • Type in your already existing Datengut/Perceptive user logins.
  • Check the connection via Test connection button and click on Save.

The Datengut/Perceptive model will be connected to your officeGATE. You can check it with unfolding the contentACCESS node in the officeGATE’s pane:

oGATE 2.7 doc 16 oGATE 2.7 doc 83

Screenshot A: Establishing the connection with the Perceptive model                                                             Screenshot B: Perceptive node in tree view

oGATE 28 oGATE 2.7 doc 17

        Screenshot A: Establishing connection with Datengut                                                                   Screenshot B: Datengut node in tree view

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