officeGATE Manual – version 5.3

  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 contentACCESS Portal
      2. Online opening and editing of files directly from officeGATE
      3. Sending files as attachments
      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 and folders 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

2.Getting started

officeGATE is accessible for the users in two ways and versions:

    1. On-Premise version – get the add-in from the contentACCESS package. officeGATE can be downloaded for free from the respective page of contentACCESS Central Administration. Navigate to System ⇒ Client applications ⇒ officeGATE button on the ribbon and download a free version of officeGATE from the link. For more information read the officeGATE section in the contentACCESS manual.
    2. Subscription based version – get officeGATE from the TECH-ARROW store. Just click on the button Buy and select the version you need, or try out the free trial for 30 days. After you sign up/place an order, the Checkout page will appear, where you can see the order details and get officeGATE by clicking on the button “Get officeGATE“. From here, you will be taken to the Download Center, and you will be able to download the setup. In addition, from the Checkout page, you can go to your account and check the subscriptions, order history, and other details.

The application can be installed with 2 kinds of setup files: either with EXE or MSI:
officeGATE_x[platform].exe – are used for single installations and include prerequisites installations.
officeGATE_x[platform].msi – are used for GPO-silent installations. Prerequisites are not installed automatically by this type of setup. The setup aborts if one of the prerequisites is not met.

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