Tutorial - Creating an Ad-hoc File Transfer Link

Owned by Katie Murphy
Last updated: Oct 07, 2024 by Olivier Michaut
5 min read

In this tutorial, you will:

  • Create an ad-hoc file transfer link - Web Transfer Client.

  • Edit an ad-hoc file transfer link - Web Transfer Client.

  • Accessing the ad-hoc file transfer link. 

  • View the ad-hoc file transfer links - Admin UI.


Note

The relevant local-auth server must enable Allow File Sharing in the Server Details to complete an ad-hoc file transfer from the Web Transfer Client. See here to create authentication server for UDMG Web Transfer Client.

Note

Every file download is registered on UDMG as a transfer that is initiated by the owner of the ad-hoc share link. The client originating IP and the ID of the link are logged with the transfer record.

The processing of Transfer Rules Task (pre/post/error tasks) are disabled for this type of transfers. 

Create an Ad-hoc File Transfer Link - Web Transfer Client

Step 1

Login to the Web Transfer Client. 

Step 2

From the landing page, double-click on the folder storing the file to be sent via the ad-hoc file transfer link.

Step 3

Select the file to be sent via ad-hoc file transfer link by clicking on the checkbox.

Note

Select only one file as links can only be generated for a single file at a time. 

Step 4

Select the Share File icon ().

Step 5

Enter the required fields in the Share File pop-up window.

The fields include:

  • Comments: A free-form textbox.
  • Password: An optional password used to open the ad-hoc file transfer link. 

Note

Please make note of the password since once the password is set it cannot be viewed or changed. 

  • Expires in: Number of days the link will expire in.
    • Select "Never" for no expiration date. 
    • It is possible to quickly set an expiration date in a week, a month, a quarter, or a year.  
    • To define a specific expiration date, pick any value and edit the link expiration date after the link is generated. 
  • Max downloads: Number of downloads of the link allowed. The max downloads field cannot be edited after the link is generated. 

Step 6

Click CREATE LINK button. 

Step 7

Click the copy button and distribute the link as necessary. Click CLOSE to exit out of the pop-up window.

Edit an Ad-hoc File Transfer Link - Web Transfer Client

Ad-hoc file transfers can be edited from the Web Transfer Client and the UDMG Admin UI (see Adhoc Activity for steps).

Step 1

Login to the Web Transfer Client. 

Step 2

From the landing page, select the Environment drop-down and select Ad-hoc Activity.

Notes:

  • Click the Refresh icon () to refresh the page. 
  • To return to the landing page, click the Stonebranch icon () or select Dashboard from the drop-down in the Task bar. 
Step 3

Select the ad-hoc file transfer record checkbox of the appropriate file.

Step 4

Use the Task bar icons to Extend, Revoke, and Copy Link to Clipboard.

  • Extend: 

Note: If the Extend Ad-hoc Transfer field is left empty the link will not have an expiration date.

  • Revoke: 

Note: A revoked ad-hoc file transfer link can be reinstated by extending the expiration date. 

  • Copy Link to Clipboard: 

Accessing the Ad-hoc File Transfer Link

Step 1

Share the ad-hoc file transfer link and password (if added) with the intended users. Share the password separately or via a different method to increase security. 

Step 2

Click the link or copy/paste the link in the browser. 


Enter the password. If a password was not added to the link, then click DOWNLOAD.

Note: The user will receive an error message if the password is incorrect. 

Step 3Click DOWNLOAD and the file will download automatically. 

View the Ad-hoc File Transfer Links - UDMG Admin UI

Ad-hoc file transfer information, including URLs and token information, is accessible from the UDMG Admin UI navigation pane. 

  • Transfers Activity Dashboard
  • Ad-Hoc Activity (Service)
Step 1Login to the UDMG Admin UI. 
Step 2

Click on Transfers dashboard from the UDMG Admin UI navigation pane. The Transfers dashboard provides a list of all UDMG file transfers, including ad-hoc file transfers. 

Step 3

To view additional ad-hoc file transfer details, click on the transfer record. 


Step 4

To confirm, the transfer was an ad-hoc file transfer, click on the Information tab. 

The following variables are are set with the "udmg_adhoc" prefix.
The first two show internal identifiers for the download instance and the link, and the last one, "udmg_adhoc_share_token" shows the ID of the ad-hoc file transfer link.
This is the ID that is reference in the ad-hoc activity list.  

Step 1Login to the UDMG Admin UI. 
Step 2

Click on Ad-Hoc Activity from the UDMG Admin UI navigation pane. The Ad-Hoc Activity service provides a list of all ad-hoc file transfers and links created via the Web Transfer Client. 


Select the select refresh icon () to determine which columns are displayed via the column picker. 

Step 3

To view additional ad-hoc file transfer details, double-click on the ad-hoc transfer record.

Note: The Client IPs field lists the IPs from where the file was downloaded. 

Step 4

To edit an ad-hoc file transfer link, use the Task bar icons to Extend, Revoke, Copy Link to Clipboard, and Refresh the record.

  • Revoke:   

Note: A revoked ad-hoc file transfer link cannot be restored. A new link must be generated for the associated file and parameters. 

  • Extend: 

Note: If the Extend Ad-hoc Transfer field is left empty the link will not have an expiration date.

  • Copy Link to Clipboard: 
  • Refresh: