MOVEit Transfer Ad Hoc Add-in for Microsoft Outlook enables bulk deployment of the add-in through Microsoft cloud or centralized deployment tools.
Note: There are several ways to perform centralized deployment of MOVEit Transfer Ad Hoc Add-In. It is best practice to use the Microsoft 365 Admin Center - Integrated Apps page, which enables you to associate Add-in access to a specific security group or user.

Microsoft Mail Server Requirements

The MOVEit Transfer add-in is built on Microsoft’s web-based add-in architecture. To use it for your organization, your Microsoft mail solution must meet the minimum requirements for web-based add-ins and must support the Microsoft API feature set that is required for our add-in functionality

Microsoft 365 Subscription

Outlook clients connected to Microsoft 365 (minimum version 2008, build 13127.20296).

Exchange Online

If your organization does not use Microsoft 365, the add-in will also work with Exchange Online and the following Outlook clients:

  • Retail perpetual Outlook 2016 or later.
  • Volume-licensed perpetual Outlook 2021.

MOVEit Transfer Server Integration Requirements

Before you deploy or configure things from an Outlook or Exchange perspective, MOVEit Transfer Server expects configuration settings outlined in this section.

Table 1. Consider These Requirements Before You Begin
For this requirement... Do this...
A production Ad Hoc Transfer License
Ad Hoc Transfer is enabled in WebUI. See the section titled Change User Interface Settings. (This is an Org-wide setting)
One or more users need Ad Hoc Transfer enabled. See the section titled Enable Ad Hoc Transfer for Select Organizations.
Cross-Origin Resource Sharing (CORS) enabled.

From the Settings tab of the MOVEit Transfer Configuration Utility, add a CORS entry to enable add-in components to be accessed:

Best practice: Provide a Custom value for the hosted add-in folder. Currently, it is hosted here:

https://moveit.addins.progress.com

Note: At minimum, the Basic setting must be enabled

Enable Users to Couple Authentication with Outlook (optional)

(Provides Outlook users with the "Remember Me" option, which allows the option to use the MOVEit Transfer Ad Hoc Add-in and not sign on to MOVEit Transfer each time they open Outlook)

See Configure Security Tokens for External Applications.

You can check this setting in:

WebUI Settings > Security Policies - User Auth - Trusted Applications
Lead time of about half a day. After deployment to your user's O365 environments, expect that it can take a Microsoft O365 a maximum of about 12 hours to a day (although typically less) to push the add-in to its production environment (and for the add-in to show up centrally managed Outlook clients).

After you have met the requirements for MOVEit Transfer, as listed in the table, you can use Microsoft's cloud or enterprise tools to deploy the MOVEit Transfer Ad Hoc Add-in for users.

Centrally Deploy and Manage Ad Hoc Using Microsoft 365 Admin Center

Sites using Exchange Online mailboxes can use Microsoft's Centralized deployment of Add-ins.

Note: To check if Centralized Deployment will work for your site, see the Microsoft help topic titled Determine if Centralized Deployment of add-ins works for your organization.

You can assign the Ad Hoc Outlook Add-in to most groups supported by Azure Active Directory, including:

  • Microsoft 365 groups
  • Distribution lists
  • Security Groups
Note: Before you proceed! This procedure includes steps you or your Microsoft 365 administrator performs outside of MOVEit Transfer. Progress is not responsible for changes to documentation, online resources, and hosted software that originate from Microsoft 365 or other third-party vendors. The documentation that follows was accurate at the time of this MOVEit Transfer release.

Before You Deploy

Before you make the MOVEit Transfer Ad Hoc Add-in for Outlook part of your users' environment, follow the requirements in the following table:

Table 2. User Requirements
For this requirement... Do this...
O365 Admin Permissions Sign-on to Exchange as either a Global Admin or Exchange admin.
Users in your organization have accounts that allow App registration. App Registrations property set to Yes in User Settings in Azure Active Directory Admin Center.

Deploy Using Admin Center

You can access Microsoft 365 admin center from https://admin.microsoft.com. You need 365 administrator permissions. Check with your Microsoft administrator for details.

Microsoft Admin Center (Integrated apps page shown)

Note: For details on how you can deploy Outlook Add-ins from the Admin Center, see the Microsoft documentation topic titled Deploy Add-ins Using the Admin Center.
  1. From Microsoft 365 admin center, click Settings > Integrated apps.

    The Home - Integrated apps page displays.

  2. Click on the Add-ins hyperlink.

    The Add-ins page displays.

  3. Click Deploy Add-In

    The Deploy a New Add-in sliding panel displays.

  4. At the bottom of the Deploy Add-in panel, click Next.

  5. Upload custom apps. Upload using the MOVEit manifest file. (https://moveit.addins.progress.com/transfer/outlook/manifest.xml)

    The Configure Add-in panel displays.

  6. From the Assign Users section, select one:
    • Everyone
    • Specific users/groups
    • Just me
  7. From Deployment Method section, choose a mode:
    • Fixed (Default) add-in is automatically deployed to assigned users.
    • Available. Add-in is available to be deployed (but not installed on the users Outlook ribbon)
    • Optional. Add-in is deployed and present in the user's Outlook client, but they can remove it.
  8. Click Deploy.

Deploy Using Cmdlets (PowerShell)

Note: You need basic understanding of system administration using .NET or PowerShell to leverage this method of deployment and management. If you do not have these skills, use the O365 Admin Center UI instructions in the previous section.

For managing availability and configuration of the MOVEit Transfer add-in deployment programmatically, you can use Windows PowerShell together with the O365 Centralized Add-In module (O365CentralizedAddInDeployment).

  1. Reference the library that provides O365 admin methods.

    For example:

    Import-Module -Name O365CentralizedAddInDeployment

  2. Create a management session.

    Connect-OrganizationAddInService

  3. Provide credentials. (If you do not provide these as PowerShell properties, Windows prompts you interactively)

    For example, create a credentials property:

    $secpasswd = ConvertTo-SecureString "MaiKewlUneeqPasswd" -AsPlainText -Force

    --where you replace MaiKewlUneeqPasswd with your password.

    --and where you create a credential object by using the credential property (secpasswd) to as an input argument for the method that creates a credential object (mycredentials). For example:

    $mycredentials = New-Object System.Management.Automation.PSCredential ("myMsftAdmin@example.com", $secpasswd)

  4. Connect to O365.

    For example:

    Connect-OrganizationAddInService -Credential $mycredentials

  5. Upload the add-in using the manifest file.

    For example:

    New-OrganizationAddIn -ManifestPath 'https://moveit.addins.progress.com/transfer/outlook/manifest.xml' -Locale 'en-US' -Members 'myExampleUser@example.com'

    —Where https://moveit.addins.progress.com/transfer/outlook/manifest.xml is the URL for the hosted manifest file.

    Get Add-in Status (Admin Center)

    You can get status of the MOVEit Transfer Ad Hoc add-in for Outlook from any of the following:

    • Status Column of the Home > Integrated apps page.
    • Status column of Add-ins page (Home > Ad-ins)
    • View the Status toggle in the sliding panel for a specific Add-in (Home > Add-ins [MOVEit Add Hoc Add-in ]

    Home > Integrated apps Page - Status Column (O365 Admin Center)

    Get Full Add-in Details and Status (PowerShell one-liner)

    To get full MOVEit Transfer Outlook add-in details for you organization including state, you can run a one-line script from PowerShell:

    $Get-OrganizationAddIn -ProductId 05c2e1c9-3e1d-406e-9a91-e9ac64854143 | Format-List

    --Where 05c2e1c9-3e1d-406e-9a91-e9ac64854143 is the current product ID for the MOVEit Transfer Ad Hoc Add-in.

Customize the Add-in

You can customize text and icons used in the add-in by editing the XML manifest file and installing the add-in from your custom copy (by using the Upload from File option). You will need to upload your curated/custom copy rather than from the Progress CDN URL.

This customization feature gives you control over:

  • Text strings and operations (buttons) as MOVEit Add appears in the Outlook UI.
  • Icons displayed on those buttons.
  • Default MOVEit Server address.
  • And so on.

Outlook Add-in Manifest File

Customization details are provided below, but the basic steps are:

  • Navigate to the online manifest file (manifest.xml) in a web browser.
  • Save the XML manifest file locally so you can edit it.
    Important: Keep a copy of the original file. This will be helpful if you feel like you need to compare or roll back to a previous state.
    Tip: If you customize the XML, it is best practice to keep track of the original Progress CDN-staged XML file (to monitor it for updates). You can also check release notes, in case you decide to merge updates with your custom local copy. (You can use the file monitor feature of WhatsUp Gold or an application that checks etags, for example.)
  • In the Resources section of the XML Manifest file, Edit the Images, ShortStrings and LongStrings to reflect your customizations.
  • Save the file.
    Tip: When you save, ensure you use an editor that retains the original character encoding such as Visual Studio Editor, or Notepad++. Do not ignore character encoding warnings. (The manifest file contains localized strings.)
  • Deploy the add-in using the customized XML manifest using the Upload from File option (rather than Upload from URL).

Customize Using the Manifest

  1. Save a local copy of the XML manifest file and open it for editing:
  2. Navigate to the Progress URL for the XML manifest file in a web browser (https://moveit.addins.progress.com/transfer/outlook/manifest.xml)
  3. Right click in the browser window and use “Save as” to save a local copy of the file.
  4. Open the file in a text-editor and navigate to the Resources section at the end of the file.
  5. Edit the Images, ShortStrings, and LongStrings. You can even provide a default MOVEit Server address to reflect your customizations.

Images Attribute

The Images section contains the Progress-hosted locations (URLS) for each Icon size. If you want to display your own icon, you will need to have images for each size listed below on a publicly available site, and then replace the Progress hosted image URL with your own image URL for each icon size.

<bt:Images>
<bt:Image id="Icon.16x16"
		DefaultValue="https://moveit.addins.progress.com/transfer/outlook/assets/icon-16.png"/>
<bt:Image id="Icon.32x32"
		DefaultValue="https://moveit.addins.progress.com/transfer/outlook/assets/icon-32.png"/>
<bt:Image id="Icon.64x64"
		DefaultValue="https://moveit.addins.progress.com/transfer/outlook/assets/icon-64.png"/>
<bt:Image id="Icon.80x80"
		DefaultValue="https://moveit.addins.progress.com/transfer/outlook/assets/icon-80.png"/>
</bt:Images>

ShortStrings and LongStrings Attributes

The ShortStrings and LongStrings sections contain the strings that are used on the command buttons and for tooltips. To change the text that is displayed for each of the elements, you can edit the DefaultValue for each of the strings. The meaning of each string is pretty evident, but to understand where each of the strings is used in Outlook, it might be helpful to install the add-in as-is first and then make your edits. 

<bt:ShortStrings>
<bt:String id="ComposeGroupLabel" DefaultValue="MOVEit Transfer"/>
<bt:String id="TaskpaneButton.Label" DefaultValue="Create Secure Package"/>
<bt:String id="ReadGroupLabel" DefaultValue="MOVEit Transfer"/>
<bt:String id="ReadDialogButton.Label" DefaultValue="View Secure Package"/>
</bt:ShortStrings>
<bt:LongStrings>
<bt:String id="TaskpaneButton.Tooltip" DefaultValue="Create and send files and
				messages securely using MOVEit Transfer"/>
<bt:String id="ReadDialogButton.Tooltip" DefaultValue="View the secure package
				associated with a 'New Package' notification"/>
</bt:LongStrings>

Add a Custom MOVEit Transfer Server Address

You can set a default MOVEit Transfer Server address for all of the users of the MOVEit add-in for Microsoft Outlook. Users will be able to use this default address, overwrite, and revert back to it when you provide it in the manifest file.. 
<Resources>
   <bt:Images>
      <bt:Image id="Icon.16x16" DefaultValue="https://localhost:3000/assets/icon-16.png"/>
      <bt:Image id="Icon.32x32" DefaultValue="https://localhost:3000/assets/icon-32.png"/>
      <bt:Image id="Icon.64x64" DefaultValue="https://localhost:3000/assets/icon-64.png"/>
      <bt:Image id="Icon.80x80" DefaultValue="https://localhost:3000/assets/icon-80.png"/>
    </bt:Images>
      <bt:Urls>
        <bt:Url id="Commands.Url" DefaultValue="https://localhost:3000/commands.html" />
        <bt:Url id="Taskpane.Url" DefaultValue="https://localhost:3000/taskpane.html?DefaultMitServerAddress=" />
      </bt:Urls>

Example

<bt:Url id="Taskpane.Url" DefaultValue="https://localhost:3000/taskpane.html?DefaultMitServerAddress=moveit.example.com"/>

Deploy the Add-in with Your Customizations

For best practice, deploy the add-in to a test user and validate that your changes reflected there are as you expect (you can do this from the Get Add-ins command on your Outlook toolbar). Once you are satisfied with your customizations, deploy the add-in to remaining users following the steps outlined above, but while using the customized manifest file rather than the Progress CDN URL for the standard manifest file.

Update Localized Versions

The application code for the Add-in changes locale (display language) automatically based on the language set in Outlook.

However, not all localized text is embedded in the Add-In application.

The Manifest itself, provides any localized text that displays on the Outlook UI (such as the Add-In description and About frames). If you are upgrading to a recently localized version, and you see some text in the Outlook UI still in English, you will need to reload the manifest.

Updating the Outook UI Manifest for Localization