MOVEit Transfer enables you to configure secure file and data sharing workflows. This section demonstrates basic modes of use. You can use these examples, expand them to meet your site's requirements, and modify them to meet data security standards and best practices as needed.
Secure Organization-wide File Collaboration
Using Home Folders
This simple workflow leverages new content notifications and account folders within a MOVEit Transfer organization.
Secure Exchange Between User Account Folders
Either of the following user roles that copy files to target folders:
Administrators (file admins, org admins).
A regular user with shared folder access. (In a MOVEit Transfer installation with Secure Folder Sharing.)
For example, temp users, regular users, and groups or shared users.
Folders have at least Read and Notify permissions.
Guest users, regular users, group users and shared accounts.
To set up secure person-to-person file exchange using home folders
As the organization administrator or a regular user with folder sharing authority:
Create user accounts.
Create groups or shared accounts.
Create temporary users as needed.
When the organization admin (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.
Secure Distribution to Group Users Using Group Read-Only Permissions on a Shared Folder
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.
Secure Exchange for Groups
A MOVEit Transfer user with file sharing permissions, either:
Administrator (file admins, org admins).
Regular users with home folder sharing permissions. (In a MOVEit Transfer installation with Secure Folder Sharing.)
A group of regular users with access to shared folders from home folder.
One or more groups composed of temp, temp shared, and guest users.
Shared folder with an access list and specific read/write/delete permissions for each group. Secure Folder Sharing demonstrated here, but Administrators can also share a group folder using a Virtual Folder.
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.
Collection Group with a Designated Shared Folder (Group Write Permissions on Shared Folder)
A MOVEit Transfer group owner, admin, or regular user with file sharing permissions, either:
Administrator (file admins, org admins).
Regular user with group folder sharing permissions. (In a MOVEit Transfer installation with Secure Folder Sharing.)
Group folder with sharing applied either by:
Admin or designated regular user with Secure Folder Sharing.
By direct action of Admin.
One or more users belonging to a collection group.
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).
Secure Exchange Among Different Groups (Multiple Group Write Permissions to Shared Folders)
MOVEit Transfer org users.
Folders shared outside your org with partners or customers (through a combination of persistent regular users or temporary users, for example)
Partners and customers.
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
