MOVEit Transfer provides the option to couple a MOVEit Transfer client with another application. The Trusted Application Token Provider panel enables the Remember Me setting for the MOVEit Transfer client embedded in MS Outlook (the Add Hoc Add-in). Add-in users that choose Remember Me at first sign on, persist a security token, which validates user authorization between sessions. (Coupling with an external application such as MS Outlook means the user will not need to continually enter their MOVEit Transfer user credentials).

To Couple MOVEit Transfer with MS Outlook (External Application)

Note: When used with the Outlook Add-in, this setting enables the Remember Me option at first sign-on. Users with the Remember Me option enabled have no need to sign on to MOVEit Transfer each time they open MS Outlook (for a given device or browser).

You must be signed-on as Org admin to make these changes.

  1. From the Trusted Applications view (SETTINGS > Security Policies > User Auth - Trusted Applications) , click Add Provider.

    The Add Trusted Application Provider page displays.

  2. Provide the trusted identity management service information.
    • Provider Name. Provide a name that describes the external application and the purpose for coupling it with MOVEit Transfer.
    • Provider URL.The external application's Identity Service Provider (IdP). This is the trusted end-point MOVEit Transfer uses to couple the external application user with the MOVEit Transfer user. (When you use MOVEit Transfer from an external application, such as Microsoft Outlook, you can provide users the option to maintain an authorized session to MOVEit Transfer).
      Table 1. Example Token Provider URL Values for Specific External Applications
      External Application Endpoint
      Microsoft 365 https://outlook.office365.com:443/autodiscover/metadata/json/1
      Microsoft or exchange using a custom domain

      https://mailhost.example.com:443/autodiscover/metadata/json/1

      --Where mailhost.example.com is the host and domain name for your mail service.

Delete Org-wide Identity Management Relationship

From the Trusted Applications table, you can click on the delete icon () to remove the identity relationship used to federate with the third-party application the identity provider represents. Once their session tokens expire, any MOVEit Transfer clients embedded in the third-party application's workflow will need to renew the sign-on process for the next and all subsequent MOVEit Transfer sessions it initiates.

Edit the Trusted Application Configuration

From the Trusted Applications table, you can click on the edit icon () on any row edit the configuration record for a Trusted Application identity service used by the current Org.

Tip: Edits take effect for Org users of third party applications at their next session sign-on event.