Quick Site Setup

After you sign in to MOVEit Transfer as system administrator, a wizard walks you through the steps for creating an Organization. The logical concept of "organization" in MOVEit Transfer implies "business unit" or a database instance that contains your user profiles, groups, folders, and files.

Add a New Organization wizard opens.

Name, Passphrase, and Technical Contact

• Name. Organization name visible to users when they are signed in to the system. Suggested: Use a name that is similar or identical to your company name, because this name will be visible to your users when they are signed on to the system. This value can be changed after the organization has been created.
• Passphrase. Passphrase is used to generate the encryption keys that will protect the files that are uploaded to your organization.

  Note: Use the automatically-generated passphrase. It is guaranteed to meet the strength requirements imposed by the system.

• Technical Contact. Name, phone number, and email address of the primary technical support contact for your organization, such as your helpdesk group, or customer service team. This information will be provided to users in notification emails, and on the Tech Support page. These values can be changed after the organization has been created.

Passphrase Notes

• The passphrase must have a minimum of 8 characters, and must contain a minimum of one letter and one number. For security reasons, make the passphrase as random as possible.
• If you do not approve of the automatically generated passphrase, you can refresh the page to generate a new one. To create your own passphrase, select User Own Passphrase and provide the passphrase.

  Important! The passphrase cannot be changed after the organization has been created, and it cannot be recovered if lost. Ensure you secure this passphrase.

Host Access Rules

Host access rules define the IP addresses where your users and administrators can log on to the system. (You can also change these rules as needed.)

• Allow (End) Users to Connect From. Defines host IPs and subnets where your end users can initially log on to MOVEit Transfer.
• Allow Administrators to Connect From. Defines the hosts where your administrator users can initially log on to MOVEit Transfer.

  Note: Most organizations allow end users to connect from anywhere within the organizational domain. To start you off, MOVEit Transfer sets the default mask for allowed user/admin login to the private IP address range 10.*.*.* You can modify or add to the 1rst gateway value ("10.") and allowable network and subnet ranges according to your site's needs.

Add an Administrator

This step creates your first administrator account in your new organization. The username cannot be changed after the account is created, but the password and email address can.

• Username. The sign-on name of the new administrator account. The username cannot be changed after the account is created, but more accounts can be created and this one deleted at a later time.
• Password. Use the recommended automatically-generated password, or select Use Own Password and enter your own. The password for this account can be changed at a later time.
• Email Address. The email address to which notifications for this administrator account are sent, when events such as user and IP lockouts, and user expirations occur. If you do not want the account to receive notifications, leave the field blank. The email address for this account can be changed at a later time.

Done! To begin to upload and transfer files, sign in to MOVEit Transfer as the administrator you just created. For details, see the next topic, Upload Basics.

Note: For more details on the range of tasks available to administrators, see the Administrator Guide.