officeGATE Manual – version Orion

  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

3.Launching officeGATE

To launch and display officeGATE, open MS Outlook and click on the Show panel / Hide panel (oGATE 9) button. By clicking the button again you hide the officeGATE panel.

The officeGATE panel can also be accessed in a compose e-mail message window. To show it, click the officeGATE button (oGATE 9) in any message.

If officeGATE is downloaded and installed from the store, then a notification bar is displayed in the pane. The user can follow here when the trial/subscription ends and check their subscription (account, orders, downloads, account details) in the TECH-ARROW store by clicking on the My subscription or the arrow.
This notification bar is visible during the whole trial period, but after the user buys the required version, this bar will only appear five days before the subscription expires. When the trial/subscription ends, the user is still able to use the same license key for 7 days before the license expires. The license key and the subscription can be renewed from the store.
During the trial period, the color of the notification bar is blue. Later, during those 7 days, the color will change from blue to pink, and the notification will say: “Trial expired”.


Note: In case you have troubles with displaying officeGATE check section Troubleshooting.
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