Mode of Use: Secure Folders

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

• To set up secure person-to-person file exchange using home folders

1. 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.
2. 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:

1. Create a new shared folder in the Root folder (Folders > Add). This folder will be your distribution folder
2. Add a new group that will act as a distribution group. (GROUPS > Add Group)
3. Assign READ, LIST. and NOTIFY permissions to your new group on the distribution folder, like this:
   1. Select FOLDERS. Click the distribution-folder you created, and then click Sharing and Settings.
   2. Deselect Inherit Access From Parent. Click Change Value. A list of users and groups opens.
   3. Select the distribution group. Select Read, List, and Notify permissions. Click Add Access.
4. 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

• To setup secure person-to-person file exchange using group write permissions to home folders:

1. Create a new group (GROUPS > Add Group)
2. 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))
3. 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:
   1. FOLDERS > Go to Folder > /home/username > Permissions and Settings.
   2. In the Edit Folder Access section. Deselect Inherit Access From Parent, click Change Value.
   3. 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.
4. 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)

• To set up a secure collection bin group write permissions on a shared folder

1. Create a new shared folder (for collection) in the root folder (FOLDERS > go to / > Add Folder)
2. Add a "collection bin" group. (GROUPS > Add Group)
3. Give the collection bin group Write permission to the new folder.
   1. Click FOLDERS > Go to Folder> folder-for-collection > Permissions and Settings.
   2. If Inherit Access From Parent is checked, uncheck it and click Change Value.
   3. In the list of folders and groups, select the collection bin group. Select the Write permission and click Add Access.
   4. 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.

Secure (Large Business)-to-(Large Business) File Exchange

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)

• To set up secure exchange between users of separate groups, using multiple group write permissions to shared folders:

1. To establish a scalable setup: create a root-level shared folder and two subfolders that denote two sides of a workflow or message exchange. For example:
   • Root/CompanyABC
   • Root/CompanyABC/ToCompany
   • Root/CompanyABC/FromCompany
2. Create two groups: one for your organization and one for the other company.
3. In your organization's group, give Read, List, and Notify permissions on one folder, and Write only permissions on the other folder
4. In the other company's group, give the same permissions but on the opposite folders.
5. Add users to your company's group and the outside company's group, as appropriate

Secure Webpost Collection

For more information, see "WebPosts" Feature Focus.