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Frank Gonzales

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Staff and faculty can use MOVEit to securely send or receive documents.  Examples of documents that can be transferred include:

  • Enrollment Verifications

  • Transcript copies

  • Applications and related documents

  • Anything with Level 1 data

Info

Data Retention Policy
Unlike email, please note documents are only available for 14 days in MOVEit.

Expand
titleSet up

  1. You must enroll your device(s) with Multi-Factor Authentication (Duo) before setting up MOVEit. You will need to add a primary and secondary device. For more information about Duo, visit the Authenticate with Duo page.

  2. To login into MOVEit, go to transfer.data.calstate.edu.

  3. Click on San Luis Obispo, then click the LOGIN button or click the Login Using SSO button.

    Campus Login windowImage RemovedCampus Login windowImage Added

    Red Login Using SSO button with your CSU campus credentialsImage RemovedRed Login Using SSO button with your CSU campus credentialsImage Added

  4. Enter your Cal Poly username and password, then click the Login button.

  5. Authenticate with Duo.

  6. MOVEit will automatically open.

    MOVEit dashboardImage RemovedMOVEit dashboardImage Added
Expand
titleRequesting and receiving files

  1. From the main dashboard or PACKAGES page, click the Request Files button.

  2. Enter the appropriate information in the fields provided. 

    MOVEit request files windowImage RemovedMOVEit request files windowImage Added

  3. Enter the email address and click the Check Recipients button to ensure you are sending the message to an existing user in the system. This only works when a recipient has logged into MOVEit at least once.  If the user has not logged in you'll see the following message: 

    Not allowed to send to any recipients matching 'jmustang-calpoly.eedu'

  4. Under Options, you can check the box to receive Delivery Receipt(s).

  5. Click the Send button.

  6. Once the message is sent, it will appear in the Packages > My Mailboxes > Sent folder. When you see two green spheres, then the package has been picked up.

    Packages, My Mailboxes. 2 green spheres icon is highlightedImage RemovedPackages, My Mailboxes. 2 green spheres icon is highlightedImage Added

  7. When the "package" is sent to you, you will receive an email in your Office 365 Inbox titled New Package Is Waiting. You will also receive a new message in your MOVEit Inbox under New Packages. Click the Login Using SSO button to log in and view the package.

    Have CSU Campus Credentials. Login Using SSO
Expand
titleSending files

  1. From the main dashboard or PACKAGES page, click the Send Package button.

  2. Enter the appropriate information in the fields provided and attach your files.

  3. Enter the email address and click the Check Recipients button to ensure you are sending the message to an existing user in the system.  This only works when the recipient has logged into the system at least once. If the user has not logged in you'll see the following message:

    Not allowed to send to a recipient that has not logged into MOVEit before messageImage RemovedNot allowed to send to a recipient that has not logged into MOVEit before messageImage Added

  4. Under Options, you can check the box to receive Delivery Receipt(s).

    New Package. Options, 'Delivery Receipts(s)'

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