This section provides an overview of specialized workflows facilitated by MOVEit Transfer. Each of these depends on how your organization deploys its MOVEit folder structures and permissions.
Secure Person-To-Organization File Exchange
Using Home Folders
This workflow represents a basic feature of MOVEit Transfer. It uses Home Folders for Users within the Organization, with which the Organization can exchange files.
To set up secure person-to-person file exchange using home folders
As the organization administrator, create user accounts for each person with whom the organization wants to exchange files. A folder is created for each user
When the organization (or your copy of MOVEit Automation) copies a file into a user's folder, an email notification is sent to the user.
If applicable, MOVEit Automation watches for files and exchanges them with users automatically.
Sensitive Material Distribution
Using Group Read-Only Permissions on a Shared Folder
Organizations can use MOVEit Transfer to distribute sensitive materials such as software, documentation, or other materials to authenticated users.
To set up sensitive material distribution using group read-only permission on a shared folder:
Create a new shared folder in the Root folder (Folders > Add). This folder will be your distribution folder
Add a new group that will act as a distribution group. (GROUPS > Add Group)
Assign READ, LIST. and NOTIFY permissions to your new group on the distribution folder, like this:
Select FOLDERS > Go To Folder > distribution-folder > Permissions and Settings.
Deselect Inherit Access From Parent. Click Change Value. A list of users and groups opens.
Select the distribution group. Select Read, List, and Notify permissions. Click Add Access.
Add individual users (to whom you want to distribute materials) to the new group. (GROUPS > group-name > Add or Remove Members > select members > Add Member(s))
Note: Previous versions of MOVEit Transfer (prior to 8.3) created a special folder type named Distribution for this purpose.
Secure Person-To-Person File Exchange
Using Group Write Permissions to Home Folders
Many organizations want to let users, especially internal users, exchange files directly with each other.
To setup secure person-to-person file exchange using group write permissions to home folders:
Create a new group (GROUPS > Add Group)
Add to the group the users to whom you want to give permission to upload to other users' folders. (GROUPS > group-name > Add or Remove Members > select members > Add Member(s))
Assign WRITE privileges to the group on each destination user's folder (that is, the folders that you want group members to be able to write to). Do the following for each destination user:
FOLDERS > Go to Folder > /home/username > Permissions and Settings.
In the Edit Folder Access section. Deselect Inherit Access From Parent, click Change Value.
In list of users and groups, select the group. Select Write access. This gives group members permission to write (upload) to the recipient's home folder. To allow group members to view a list of items in the folder, select List.
Click Add Access to save your changes.
Secure Collection Bin
Using Group Write Permissions on a Shared Folder
Many organizations want their end users to upload similar materials into a common location rather than to their own home folders.
To set up a secure collection bin group write permissions on a shared folder
Create a new shared folder (for collection) in the root folder (FOLDERS > go to / > Add Folder)
Add a "collection bin" group. (GROUPS > Add Group)
Give the collection bin group Write permission to the new folder.
Click FOLDERS > Go to Folder> folder-for-collection > Permissions and Settings.
If Inherit Access From Parent is checked, uncheck it and click Change Value.
In the list of folders and groups, select the collection bin group. Select the Write permission and click Add Access.
Click GROUPS > collection-bin-group. In the Add or Remove Members section, select the users that you want to allow to upload into the collection bin folder. Click Add Members.
Using Multiple Group Write Permissions to Shared Folders
An organization frequently wants to be able to exchange information with customers, clients or partners whose members are given individual user accounts in your organization's MOVEit Transfer environment. The outside users do not share a single user account. You want a setup that enables work to continue without relying on particular individuals (i.e., their Home folders).
To set up secure exchange between users of separate groups, using multiple group write permissions to shared folders:
To establish a scalable setup: create a root-level shared folder and two subfolders to act as an inbox and outbox for the two sides of the exchange. For example:
Root/CompanyABC
Root/CompanyABC/ToCompany
Root/CompanyABC/FromCompany
Create two groups: one for your organization and one for the other company.
In your organization's group, give Read, List, and Notify permissions on one folder, and Write only permissions on the other folder
In the other company's group, give the same permissions but on the opposite folders.
Add users to your company's group and the outside company's group, as appropriate
