Getting started with Connect

This guide provides an overview of product features and related technologies.

1. What is Connect?
2. Connect system requirements
3. Installing Connect
4. An overview of the Connect configuration
5. How workflows are set up in Connect
6. Considerations when transferring files to several destinations
7. How Connect handles 0 byte files in the source
8. Supported server types and protocols

Building workflows with Connect

Learn how to configure different types of automated workflows in Connect

1. Configuring file transfers to or from an FTP server
2. Configuring file transfers to or from a network server
3. Configuring file transfers to or from the local server
4. Configuring transfers from Microsoft 365
5. Configuring transfers to or from an email server
6. Configuring transfers to or from an Index Manager server
7. Creating a channel that combines source and destination folders
8. Routing files to a subfolder hierarchy at the destination
9. Scanning transferred files for viruses
10. Scheduling the scanning of source folders
11. Configuring routing by folder size
12. Configuring prefix routing
13. Configuring file type routing
14. Defining source or destination folders on an FTP server
15. Defining source or destination folders on the local server
16. Configuring a source folder to receive emails from Microsoft 365
17. Searching an Index Manager archive and transferring the search result
18. Sending files to an Index Manager server
19. Choosing channel source and destination folders
20. Configuring file name handling in a channel
21. Configuring handling of subfolders in a channel's folders
22. Preserving or changing file dates in a channel
23. Choosing how the channel should handle sidecar XMP files