Ad Hoc Transfer Implementation

The Ad Hoc Transfer Module provides a secure way to do person-to-person file transfers. Regular MOVEit Transfer users can use a browser or an Outlook plug-in to send files and message securely (referred to as a 'package'). Composing a MOVEit package that includes files is exactly like composing an email with attachments, but with the benefit of managed access and end-to-end encryption.

Files are Secure and User Access Is Managed

File attachments sent as part of a package are uploaded to a MOVEit Transfer server. A 'new package notification' email will be sent to the recipients, to inform them that a package is waiting for them. Recipients can click on the web link in this notification, sign on to MOVEit Transfer, and view the package, where they can download the files.

If enabled, a recipient can also reply to a package and send additional attachments, which will also be uploaded to the file transfer server. The organization administrator can set options that determine who can send and receive packages, enforce user- and package-level quotas, and control package expiration and download limits.

Large files and multiple attachments can be sent quickly and securely, avoiding the limitations of a mail server.

Enable Ad Hoc Transfer for Select Organizations

An Organization administrator can enable or disable the Ad Hoc Transfer feature for an organization, as well as set access rules, limits, and quotas. Many of these settings can also be set at the group and user levels.

The organization settings for Ad Hoc Transfer can be found in the administrator's Settings page, in the Ad Hoc Transfer section.

To enable and configure Ad Hoc Transfer:

1. To enable access to Ad Hoc Transfer for all users in the organization, from the Home page, click Settings - Ad Hoc Transfer - Access and select Registered Senders.
2. Under Which users may send packages?, select All.

   The other settings on this page determine whether registered users (those with an account on MOVEit Transfer) can send packages to registered users not in their Address Book, or to unregistered users. You can use these settings to control access to the Ad Hoc Transfer feature. To allow the most open access, select All except temporary users for both settings.

   For detailed information, see Web Interface - Settings - Ad Hoc Transfer - Access.

3. Click Save.
4. Optionally, allow access to unregistered recipients. If you allow registered users to send packages to unregistered users, you can set how the unregistered recipient is handled by MOVEit Transfer. For unregistered recipients settings, go to Settings - Ad Hoc Transfer- Access - Unregistered Recipients.

   The unregistered recipient will need to access the MOVEit Transfer system to retrieve a package and any attached files. You can choose to have MOVEit Transfer treat these recipients as temporary users (the default setting), in which case MOVEit Transfer creates a temporary account for the recipient. You can also choose to treat the recipient as a guest user, who will have access to only the package sent to them.

   For detailed information, see Web Interface - Settings - Ad Hoc Transfer - Access.

5. Optionally, allow access to unregistered senders. Unregistered senders need to access the MOVEit Transfer system to send a package and any attached files. For unregistered senders settings, go to Settings - Ad Hoc Transfer - Access - Unregistered Senders.

   If you allow unregistered users to send packages it is handled the same as the unregistered recipient is handled by MOVEit Transfer. Go to Settings - Ad Hoc Transfer - Access - Unregistered Recipients to change the Temporary Users vs. Package Password setting.

   For detailed information, see Web Interface - Settings - Ad Hoc Transfer - Access - Unregistered Senders.

6. To give senders the ability to either Secure the Note or Email the Note, and to configure related settings for the package Subject and From/Reply-to fields, go to Settings - Ad Hoc Transfer - Content - Sending Files.

   For more information, see Feature Focus - Ad Hoc Transfer Secure Note and Related Options.

7. To configure user limits and quotas for sending packages, go to Settings - Ad Hoc Transfer - Content - Package Quotas. You can set the following limits and quotas that determine how users can use Ad Hoc Transfer:
   • Which users can send files in a package: By default, all users can send packages. You can set this to none, which prevents all users from adding files to a package. You can choose to use the Group setting so that whether users can send files can be determined by group.
   • Rules for files sent in a package: By default, files with any filename are allowed. This can be set to allow only certain file types.
   • Maximum download limit for a file in a package: By default, the limit is set to 999.
   • Which users can set their download limit: By default, all users have the limit of 999 and cannot set their own limit.
   • Package quotas: By default, no package quotas are applied at the organization level. Package quotas can be set on the total size of packages sent by a user within a given time period, and the total size of any one package. The package size includes the notes and any attached files.
8. To configure Delivery Notifications or new package rules, go to Settings - Ad Hoc Transfer - Content - Package Notifications.
   • Package Notifications: Delivery notifications are emails sent to the sender when packages are read and/or attachments are downloaded. By default, these notifications are sent immediately, when a package is first read by a recipient. Delivery notifications can be configured to be sent when a file is downloaded, and can also be consolidated and sent at regular intervals.
   • New Package Notifications. Show rules for sending new packages, such as (Send on behalf) (sender "From" address) and Ad Hoc Plug-in sender rules and origination settings.

   For detailed information about the quota and limit settings, see the topic Web Interface - Settings - Ad Hoc Transfer - Content.

9. Optionally, change maintenance settings that determine the expiration of packages. By default, packages remain new for 7 days, after which they are archived to /Archive/Packages, and are not available to recipients.

   For detailed information about maintenance settings, see Web Interface - Settings - Ad Hoc Transfer - Maintenance.

   Be aware that many of the Ad Hoc Transfer organization settings can also be set in user profiles and group profiles.

User Access to Ad Hoc Transfer

Registered users can send and receive packages using either of these interfaces:

• MOVEit Transfer web interface
• Microsoft Outlook
• Microsoft O365
• MOVEit Transfer mobile interface (apps and web)

Sending and receiving packages using the MOVEit Transfer web interface

When Ad Hoc Transfer is enabled, users can send packages from their Home page, or by selecting Packages in the left navigation. In either case, under Package Actions the user selects Send a new package to display the New Package page, where they can enter recipient's email address, subject, note, and add files.

Sending and receiving packages in Microsoft Outlook

When the Ad Hoc Transfer Plug-in for Microsoft Outlook is installed on the user's computer, that user can send packages using Outlook by creating a new message, attaching files, and clicking the Send Secure button. The Send Secure button is added to Outlook by the plug-in. As with the web interface, the attached files will be uploaded to MOVEit Transfer. Recipients receive a notification with a link to access the MOVEit Transfer server, where they can download the files.

To send and receive packages in Microsoft Outlook, the following is required:

• Users must install the Ad Hoc Transfer Plug-in for Outlook on the PC on which Microsoft Outlook is installed. The installation program is available on the MOVEit Transfer support site.

  See the Ad Hoc Transfer Plug-in for Microsoft Outlook Installation Guide, available on the MOVEit Transfer support site, for information on installing and configuring the Outlook plug-in.

• Settings for the Outlook plugin: The Outlook plug-in needs to know how to connect to the MOVEit Transfer server. These settings can be configured during installation of the plug-in and also post-installation within the Send Secure options in Outlook (Tools > Options > Send Secure).
• Ad Hoc Transfer Organization settings: These settings are configured on the MOVEit Transfer server by the organization administrator. These settings enable Ad Hoc Transfer and determine how user authentication will be handled, as well as setting limits and quotas for packages. Note that the Outlook plugin requires some specific Ad Hoc Transfer settings in order to work properly. These are described in the Ad Hoc Transfer Plug-in for Microsoft Outlook Installation Guide.