officeGATE Manual – version 6.2

  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

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 2.9 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;
  • 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)
  • Choose if you want to have Email archive buttons shown on the toolbar.
  • Save your settings.

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
  • 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)
  • Choose if you want to have Email archive buttons shown on the toolbar.
  • Save your settings.

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
  • 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)
  • Choose if you want to have Email archive buttons shown on the toolbar.
  • Save your settings.

There are two possible ways to log in to contentACCESS:

  1. After filling in your settings and before saving, click on the Login button. A pop-up with Login providers will appear. When clicking on Use another login method, all Login providers, which are configured in Central administration, will appear.

    Select the Login provider that you would like to use, enter your credentials and click on the blue Login button. Then, Save your settings.

  2. After saving your settings, right-click on the contentACCESS provider in the officeGATE pane and select Connect from its context menu.

    A pop-up with Login providers will appear. When clicking on Use another login method, all Login providers, which are configured in Central administration, will appear.

    Select the Login provider that you would like to use, enter your credentials and click on the blue Login button.

Important: The old login is supported if officeGATE tries to connect to contentACCESS 3.1.76 or less. So lastly released 3.1 with service pack 2 is working with new login. If contentACCESS version is less than 3.1.76, then the old login pop-up will appear when trying to connect to contentACCESS provider:

The Windows authentication type for the old login works only with “current user”, other user cannot be selected.

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

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).

contentACCESS provider also has a Logout button in settings. Acording to whether the user is logged in or not, the button is enabled or disabled.

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