officeGATE manual version 5.0

  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 Dropbox
      5. 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
      1. Search query language
    4. Working with nodes and files using the context menu
      1. Open contentWEB
      2. Online opening and editing of files directly from officeGATE
      3. Sending attachments/links to the file
      4. Sending ZIP file
      5. Saving document(s) locally
      6. Copying/pasting document(s)
      7. Deleting document(s)
      8. Renaming document(s)
      9. Creating folder(s)
      10. Uploading new file(s)
      11. Folder refresh/provider refresh
      12. Sharing files directly from MS Outlook
        1. Sharing with contentACCESS version 4.2 or older
        2. Sharing with contentACCESS version newer than 4.2
        3. Modifying sharing settings and checking sharing status
    5. Drag&Drop actions
      1. Attaching files to email message
      2. Uploading emails/attachments directly from the mailbox
      3. Manual email archiving using contentACCESS
    6. Handling emails – archive, restore, search
    7. SharePoint data handling
      1. Outlook calendar entry creation
    8. Teams data handling
  9. Troubleshooting

6.2.Selecting items for offline access

If offline access is enabled in the Offline synchronization settings, you can select the desired libraries, folders and/or files to be accessed without network connection, and download them to the offline database. These settings are available using the respective item’s context menu. Select the respective item in the navigation pane and open its context menu with a right mouse click.

In case of folders and libraries you can enable offline access

  • for the selected node (file container) only – menu item “Enable offline access”, or
  • for the recursive folder structure (i.e. including all its child folders or libraries) – menu item “Enable offline access (recursive)”.

To turn on offline access for a selected file only, locate it in the navigation pane (in list view), open its context menu and select item “Enable offline access”:

Now we will enable offline access (recursive) for our archived SharePoint site called “testing site”. By clicking the option the synchronization process, i.e. downloading the items to the offline database is started, it can be seen in the footer part of the navigation pane. The documents, that are currently being synchronized, can be seen in the pop-up window. By clicking the “Pause”/“Cancel” button it can be paused/stopped at any time if needed, and can be resumed again:

The status of the synchronization process can be checked in the Offline synchronization settings:

A little pop-up dialog informs the user when the synchronization is completed:

og 6-2 pic5

Now our data in the “Testing site” and its subfolder(s) are synchronized and they are available in offline mode, too:

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