Configuring the Packages Application

The Packages app allows users to select and exchange files and folders of any size, from any location, to anywhere, and with anyone. A variety of configuration options ensures flexibility for numerous use cases.

Basics

Using the AoC Packages application, a user can complete three primary actions. These actions take place in the context of a workspace.

  • Send files and folders to others or to a shared inbox.
  • Request others to send files and folders.
  • Request others to send files and folders to a shared inbox.

When users select files and folders to exchange, Aspera on Cloud collects them into a digital package.

To enable users to send and receive digital packages, the following conditions must be true:
  1. The Packages app must be enabled for the organization (the app is enabled by default, but you can disable it). Go to Applications > Packages, then select the check box labeled Enable application.
  2. The Packages app must be enabled for a workspace (when the Packages app is enabled for the organization, it is turned on for all new workspaces by default). All members of the workspace can access the Packages app when it is enabled for that workspace. Go to Workspaces > workspaceName > Applications > Packages > Settings. Select the check box labeled Enable application.
Note: To troubleshoot transfer issues, see Transfer Issues.

Sending Files and Folders to Others

Packages app users can select files and folders to send from any connected source: the local machine, a remote host, cloud storage, etc. Using an email-like interface, the user addresses recipients and selects the intended content. AoC collects copies of the content into a digital package and sends the package to the recipients. The package contains a snapshot of the selected content at the time of package creation. For a user procedure, see Sending Files and Folders

When an AoC workspace member sends a package, the recipient receives an email containing a link that allows access to the files and folders in the package.
  • If the recipient is a workspace member, they see the received package in the Packages list of their personal inbox in that workspace.
  • If the package was sent to a shared inbox, members of the inbox with Receive permission see the received package in the Packages list of that shared inbox.
  • If the recipient is not a workspace member, they access the package through an AoC portal that opens when they click the link in the email notification. By default, workspace members can send digital packages to any external recipient. If necessary, the org admin or workspace manager can limit that capability by designating specific external users who are eligible to receive packages, or can entirely restrict workspace members' ability to send packages to external users.

Requesting Others to Send Files and Folders

Packages app members can send a submission link to invite another person to compose and send a digital package to them. Packages app users can request a package be sent either to them as an individual or to a shared inbox of which they are a member with Add users permission.

Aspera on Cloud delivers the invitation as an email to the recipient. The email contains the submission link, which allows the recipient to use Aspera technology to compose and send digital packages, even if they do not have an AoC account.

For a user procedure, see Inviting Others to Send Content.

Note: When you delete a user from your AoC organization, any submission links they sent become invalid.

Configure Inheritable Packages App Settings

You can configure settings that determine how members of the Packages application can use Packages app features.

As an organization administrator, you can:

  • Configure global, organization-wide Packages app settings that are inherited as defaults in all workspaces.
  • In a given workspace, override inherited global settings. Workspace settings are inherited as defaults by all shared inboxes in that workspace.
  • In a given shared inbox, override certain settings inherited from the workspace.
  • Delegate workspace and shared-inbox settings to a workspace manager.
To configure global, organization-wide settings for the Packages app, do the following:
  1. Go to Applications > Packages.
  2. Select the check box labeled Enable application.
  3. Configure the settings as described in the following sections.

All workspaces in your organization inherit the settings you configure for the Packages app at the global level. If desired, you can customize these inherited settings for a given workspace.

To configure workspace-level settings for the Packages app, do the following:
  1. Go to Workspaces, then select the workspace.
  2. Go to Applications > Packages > Settings.
  3. Select the check box labeled Enable application.
  4. Select the check box labeled Override global app settings.
  5. Configure the settings as described in the following sections.
To configure shared-inbox settings for the Packages app, do the following:
  1. Go to Workspaces, then select the workspace.
  2. Go to Applications > Packages > Shared inboxes.
  3. Select the shared inbox, then click Settings.
  4. In the Expiration field, select Custom instead of Use workspace settings.
  5. Configure the available settings as described in Configuring Shared Inbox Settings.

Request Packages from External Users

Configure which workspace member types can use submission links to request packages. When you allow members or managers to send submission links, you can specify to whom they can send them.

  1. To configure the global Packages app, go to Applications > Packages > Settings > Collaboration > Who can request packages by sharing submission links.
    • Select All members (default) to allow all members of workspaces in your organization to request others to send packages to the workspace member or to a workspace shared inbox.
    • Select Managers only to allow only managers of workspaces to request packages.
    • Select No one to prevent all workspace members, including workspace managers, from requesting packages.
  2. Click Save.
    The setting you choose here is inherited by all workspaces in the organization. To override these inherited settings for a given workspace, go to the next step. Note that for a given workspace, you can specify emails and groups that are eligible to receive submission links; this prevents workspace members from sending submission links to users who you have not designated as eligible.
  3. To configure Packages app settings for a given workspace, do the following:
    1. Go to Workspaces > workspaceName > Applications > Packages > Settings.
    2. Select the check box labeled Override global app settings.
    3. In the field labeled Who can request packages by sharing submission links, select the intended workspace member type for this workspace: All members, Managers only, No one.
    4. If you chose Members or Managers in the previous step, you can specify people to whom workspace members are permitted to send submission links. Select the intended users in the field labeled Who are eligible external users.
    5. If you select Only the following emails and groups or Any email plus the following groups in the previous step, enter the intended recipients in the following field.
  4. Click Save.
Note: This setting is not available for an individual shared inbox. All shared inboxes in the workspace inherit the workspace configuration.
Note: When you delete a user from your AoC organization, any submission links they sent become invalid.

For more information, see What is a Submission Link? and Inviting Others to Send Content.

Send Packages to External Users

If the Packages app is enabled both globally and for a given workspace, all members of that workspace can send packages to fellow workspace members. This is a fundamental function and cannot be changed.

By default, all such workspace members can send packages to organization members in other workspaces, or to people outside the organization. However, you can limit that capability.

  1. To configure global Packages app settings, go to Applications > Packages > Settings > Who can Send packages to external users.
    • Select All members (default) to allow all members of workspaces in your organization to send packages to users outside the current workspace. They do this by entering the recipient's email address in the 'New Package' form or in the 'Send Files to sharedInbox' form.
    • Select Managers only to allow only managers workspaces in your organization to send packages to users outside the current workspace.
    • Select No one to prevent all members of all workspaces, including workspace managers, from sending packages to anyone outside the current workspace.
  2. Click Save.
    The setting you choose here is inherited by all workspaces in the organization. To override these inherited settings for a given workspace, go to the next step. Note that for a given workspace, you can specify emails and groups that are eligible to receive submission links; this prevents workspace members from sending packages to users who you have not designated as eligible.
  3. To configure Packages app settings for a given workspace, do the following:
    1. Go to Workspaces > workspaceName > Applications > Packages > Settings.
    2. Select the check box labeled Override global app settings.
    3. In the field labeled Who can send packages to external users, select the intended workspace member type for this workspace: All members, Managers only, No one.
    4. If you chose All members or Mangers only in the previous step, you can specify people to whom workspace members are permitted to send packages. Select the intended users in the field labeled Who are eligible external users.
    5. If you selected Only the following emails and groups or Any email plus the following groups in the previous step, enter the intended recipients in the following field.
  4. Click Save.
Note: This setting is not available for an individual shared inbox. All shared inboxes in the workspace inherit the workspace configuration.
Note: When you delete a user from your AoC organization, any submission links they sent become invalid.

For more information, see Sending to an Outside User.

Require Log in from External or Outside Recipients

External recipients (also called outside recipients) are not members of the given workspace. They may or may not have membership in a different workspace, or they may not be a member of the AoC org at all.

By default, external or outside recipients can receive and access packages without creating an Aspera on Cloud account and signing in. This allows workspace members to send packages to external users without those users becoming Aspera on Cloud members and being added to the Aspera on Cloud user database.

If you check the box labeled Require external users to log in when receiving packages, external recipients must create an Aspera on Cloud account and sign in to access the packages sent. These external recipients thereby become Limited members of the workspace.

For more information about Limited users, see User Roles and Types.

Note: Recipients of a watermarked package must log in to access the package.
  • If you make watermarking required for packages sent in this workspace, you must check this box.
  • If you make watermarking optional for packages sent from this workspace, workspace members cannot send watermarked packages to external users unless you check this box.
For details, see Watermarking: Integrate Your Irdeto Service.
  1. To configure the global Packages app, go to Applications > Packages > Settings > Collaboration.
  2. Select or deselect the check box labeled Require external users to log in when receiving packages.
  3. Click Save.

    The setting you choose here is inherited by all workspaces in the organization. To override this inherited setting for a given workspace, go to the next step.

  4. To configure the Packages app setting for a given workspace, do the following:
    1. Go to Workspaces > workspaceName > Applications > Packages > Settings.
    2. Select the check box labeled Override global app settings.
    3. Select or deselect the check box labeled Require external users to log in when receiving packages.
  5. Click Save.

Existing Limited Users

To allow existing Limited users in a workspace to receive packages without logging in, you must remove their accounts from the Aspera on Cloud user listing and disable the authentication requirement. Do the following:
  1. Deselect the check box labeled Require external users to log in when receiving packages.
  2. Click Save.
  3. Go to Users, then delete users listed as Limited in the Type column.

After this procedure, external users who previously established Limited accounts and logged in to receive packages no longer need to log in to receive a package from an Aspera on Cloud user in this workspace. These individuals are no longer Limited members in the Aspera on Cloud application.

Control Content Distribution in the Workspace

By default, all members of a workspace can send a package to the entire workspace by entering the workspace name as a recipient in the To field of the Send files form. To reduce the risk of a workspace member unintentionally sending sensitive content workspace-wide, you can restrict this capability to workspace managers only. You can also prevent all members and managers from sending to the entire workspace in this way.

When you configure this restriction, the To field in the Send files form does not accept the workspace name as a valid entry. Note that users can, however, work around this restriction by entering every workspace member name in the To field.

To configure this restriction, do the following:

  1. To configure the global packages app, go to Applications > Packages > Settings > Content control.
  2. In the field labeled Who can send packages to the entire workspace, select the intended workspace member type for this workspace: Members, Managers, No one.
  3. Click Save.
    The setting you choose here is inherited by all workspaces in the organization. To override these inherited settings for a given workspace, go to the next step.
  4. To configure Packages app settings for a given workspace, do the following:
    1. Go to Workspaces > workspaceName > Applications > Packages > Settings.
    2. Select the check box labeled Override global app settings.
    3. In the field labeled Who can send packages to the entire workspace, select the intended workspace member type for this workspace: Members, Managers, No one.
  5. Click Save.
Note: This setting is not available for an individual shared inbox.

Configure Public and Authenticated Link Styles

Members of the Aspera on Cloud Packages application send URL links to request files and folders from others.

Aspera on Cloud sends the recipient an email notification containing a link that opens a portal interface that allows the recipient to compose and send a digital package.

The administrator can configure the style of URL that Aspera on Cloud generates for file request operations. There are three URL styles available:

  • Standard URLs
    • Select Standard to generate full-length URLs.
    • Example of standard URL: https://aspera.ibmaspera.com/public/send?token=HBf-sfRFIHFMUXuYdocSi22X8pYRk_E8OxXOi4IOOWs
  • Short URLs
    • Short URLs are enabled by default for a workspace.
    • Example of short URL: https://aspera.pub/2dexfa
  • Personalized URLs
    • When you select Personalized, Aspera on Cloud uses a default that includes the sender's username, or, for a shared inbox, the shared inbox name.
      • Example of default personalized URL for a user: https://aspera.pub/2dexfa/Jane_Doe
      • Example of default personalized URL for a shared inbox named "Captions": https://aspera.pub/2dexfa/Captions
    • When you select Personalized, users can customize the default URL and compose a string of up to 240 characters. All characters beyond the conventional alphanumeric set (A through Z; a through z; 0 through 9) are replaced with underscore characters.
    • Example of customized personalized URL: https://aspera.pub/2dax/My_Own_Personal_Link
  1. To configure the global Packages app, go to Applications > Files > Settings > Public and authenticated links > URL styles.
  2. Select one of the following:
    • Standard
    • Short
    • Personalized
  3. Click Save.
    The setting you choose here is inherited by all workspaces in the organization. To override these inherited settings for a given workspace, go to the next step.
  4. To configure this Packages app settings for a given workspace, do the following:
    1. Go to Workspaces > workspaceName > Applications > Files > Settings.
    2. Select the check box labeled Override global app settings.
    3. In the field labeled URL styles, select the intended style.
  5. Click Save.

Require External Users to Include Name and Email

For increased security and traceability, you can require external users of the AoC submission portal to include their name and email with the package they submit. If you do not select the option to require this information, the submission portal user has the option to include this information, but can successfully submit a package without including it. If the external submitter does not include this information, the package displays in the recipient's inbox with the sender identified only as "Anonymous sender".

To require that submission portal users include their name and email with their submission, do the following.

  1. To configure the global Packages app, go to Applications > Packages > Settings > Public and authenticated links.
    1. Select the check box labeled Make name and email fields mandatory.
    2. Click Save.
    The setting you choose here is inherited by all workspaces in the organization. To override these inherited settings for a given workspace, go to the next step.
  2. To configure this Packages app setting for a given workspace, do the following:
    1. Go to Workspaces > workspaceName > Applications > Packages > Settings.
    2. Select the check box labeled Override global app settings.
    3. Go to Public and authenticated links.
    4. Select or deselect the check box labeled Make name and email fields mandatory.
    5. Click Save.
  3. To configure this Packages app setting for a shared inbox, to the following:
    1. Go to Workspaces > workspaceName > Applications > Packages > Shared inboxes > sharedInboxName > Settings > Submission link.
    2. Select or deselect the check box labeled Make name and email fields mandatory.
    3. Click Save.

Require Encryption at Rest

You can configure an organization-level setting requiring that all packages sent in the organization automatically have encryption at rest (EAR) applied. Sending with EAR applied ensures that package contents remain encrypted at the receiving end, even after the recipient downloads the files and folders in the packages.

Senders must enter and confirm a passphrase for every package they send with EAR applied, then must deliver the passphrase to the recipient according to local site security practices. The recipient must apply that passphrase to decrypt the downloaded package.

Every workspace inherits the organization setting, but the administrator can override the inherited setting and either apply or remove EAR for packages sent in the workspace.

When you require EAR at the workspace, senders cannot send a package without EAR. However, even if you do not require EAR at the workspace, senders have the option to apply EAR to individual packages.

Note: In the Send Files window of the Packages User View, EAR is called 'Password protection'.
  1. To configure the global Packages app, go to Applications > Packages > Settings > Security.
  2. Select or deselect the check box labeled Automatically apply encryption at rest to all packages.
  3. Click Save.

    The setting you choose here is inherited by all workspaces in the organization. To override this inherited setting for a given workspace, go to the next step.

  4. To configure the Packages app setting for a given workspace, do the following:
    1. Go to Workspaces > workspaceName > Applications > Packages > Settings.
    2. Select the check box labeled Override global app settings.
    3. Select or deselect the check box labeled Automatically apply encryption at rest to all packages.
  5. Click Save.
Note: This setting is not available for an individual shared inbox. All shared inboxes in the workspace inherit the workspace configuration.

Show or Hide the Package Download Counter

By default, package senders and recipients can see the download counters in the details panel of each package (in the Packages app, click the package row to display the details panel, then click More detail); when these users hover over the counters ('Downloads' and 'Partial downloads'), AoC displays the names of recipients who have downloaded the package.

When you deselect the check box labeled Show download count within package details, neither senders nor recipients can see the download counters, and so have no visibility regarding package downloads.

  1. To configure the global Packages app, go to Applications > Packages > Settings > Security.
  2. Select or deselect the check box labeled Show download count withing package details.
  3. Click Save.

    The setting you choose here is inherited by all workspaces in the organization. To override this inherited setting for a given workspace, go to the next step.

  4. To configure the Packages app setting for a given workspace, do the following:
    1. Go to Workspaces > workspaceName > Applications > Packages > Settings.
    2. Select the check box labeled Override global app settings.
    3. Select or deselect the check box labeled Show download count withing package details.
  5. Click Save.
Note: This setting is not available for an individual shared inbox. All shared inboxes in the workspace inherit the workspace configuration.

Configure Package Expiration Settings

You can configure optional content expiration policies that apply to digital packages in your organization. As always, you can override the organization-level settings for a given workspace. In the case of package expiration settings, you can also customize settings for each shared inbox.

  • Time-based content expiration: This setting determines how long Aspera on Cloud maintains contents of a package. For example, if you configure this setting for 10 days, Aspera on Cloud deletes package contents 10 days after the package becomes available to the intended recipients. You can apply a separate time-based expiration policy to recalled packages in the workspace.
    Note: Content expiration also applies to packages in failed transfers.
  • Download-based content expiration: This setting determines whether Aspera on Cloud deletes package contents after either:
    • All recipients have downloaded the package.
    • Any one recipient has downloaded the package
    In this context, downloaded means either downloaded the entire package (Download all) or downloaded all the individual contents of the package in one operation. Downloading only some of the package contents does not meet the expiration threshold.

    For a shared inbox, you can set this download-based policy to archive rather than delete an expired package. See Configuring Shared Inbox Settings.

    Note: If you configure both policy types for a workspace or shared inbox, Aspera on Cloud deletes packages according to the policy that applies soonest.
    Note: Package deletion is a scheduled background job. There can be a delay of up to an hour between the download-based expiration threshold being crossed and actual package deletion.
For more information on expiration policies, see Setting Content Expiration Policies.
  1. To configure this global Packages app settings, go to Applications > Packages > Settings > Package expiration.
    1. To configure time-based expiration, select the check box for Delete this package after and set the number of days after which package contents should expire.
    2. To configure download-based expiration, select the check box for Delete after download. Select either All recipients have downloaded or Any recipient has downloaded. If desired, set a grace period that delays package deletion for the number of days you select, even after the expiration threshold is met.
    3. To configure a time-based expiration for recalled packages, select the check box for Delete recalled packages after and set the number of days after which recalled packages in users' Sent folder should expire.
    4. To enable package senders to add an expiration policy if the admins does not set one or to further restrict the workspace-level expiration policy for a given package, select the check box for Allow senders to set expiration.
  2. Click Save.
    All workspaces in the organization inherit the settings you choose here. To override these inherited settings for a given workspace, go to the next step.
  3. To configure these Packages app settings for a given workspace, do the following:
    1. Go to Workspaces > workspaceName > Applications > Packages > Settings.
    2. Select the check box labeled Override global app settings.
    3. In the Package expiration section, configure the settings as described in step 1 above.
  4. Click Save.
    Shared inboxes inherit workspace settings by default. You can set custom expiration policies that override the first two policies above.
  5. To configure these Packages app settings for a given shared inbox, do the following:
    1. Go to Workspaces > workspaceName > Applications > Packages > Shared inboxes > sharedInboxName.
    2. In the Expiration field, select Custom.
    3. Configure the available settings as described in step 1a and 1b above.
  6. Click Save.

Create Sidecar JSON Metadata File for Packages

You can configure a given workspace to generate a JSON 'sidecar' file to be included in each package sent from the workspace. This JSON file appears in the package very shortly after the transfer completes; it contains transfer statistics like package size and average transfer rate, and package details like sender, recipients, contents, user-configured metadata, and more.

To configure this feature, do the following:

  1. Go to Applications > Packages > Settings > Advanced settings.
  2. Select the check box labeled Automatically create a JSON files within all packages.
  3. Click Save.
    All workspaces in your organization inherit the setting you choose here. To override this inherited settings for a given workspace, go to the next step.
  4. To configure this Packages app setting for a given workspace, do the following:
    1. Go to Workspaces > workspaceName > Applications > Packages > Settings.
    2. Select the check box labeled Override global app settings.
    3. In Advanced Settings, select or deselect the check box labeled Automatically create a JSON files within all packages.
    4. Click Save.
Note: This setting is not available for an individual shared inbox. All shared inboxes in the workspace inherit the workspace configuration.

Allow Access to All Sent Packages

You can enable all members of a given workspace to have access to all packages sent by all workspace members. This access enhances collaboration among workspace members.

With this feature enabled, workspace members can apply the following filters to their Sent mailbox:
  • All senders.
  • Sent by me.
  • Sent by others.

To enable this capability, select the check box labeled Make all sent packages accessible to all workspace members. When you deselect this check box, members of this workspace can see and access only the sent packages they themselves sent.

Among other benefits, this access allows teammates within a workspace to add recipients to a package already sent by another workspace member.

Adding Recipients to a Package Compared to Forwarding a Package

There are two ways make a sent package available to additional recipients: forwarding a package and adding recipients to a package.
  • Forwarding a package
    • Users must be the sender or recipient of a package to be able to forward it.
    • Users can add or remove attachments from the original package.
    • Users can change the original message.
    • Forwarding creates and transfers a new package. This means expiration policies set in the workspace apply to the forwarded package as to a new package; time-based intervals and download-based policies are reset when a user forwards a package. Once a package expire, users cannot forward it.
  • Adding recipients to a package
    • If the administrator has enabled this capability for a given workspace, users can add recipients to any package sent by any workspace member..
    • Users cannot add or remove attachments from the original package.
    • Users cannot change the original message.
    • Adding recipients does not create and transfer a new package. It simply makes the same sent package available to additional recipients. So adding recipients can save transfer and storage usage compared to forwarding a package.
      Note: Whether recipients receive the package by forwarding or by being added to the recipients list, each recipient initiates a transfer when they download package contents.
    • Since adding recipients does not create a new transfer, any expiration policy applied to the original package applies to the new recipients. For example, if the package is set to expire after all recipients have downloaded it, the package will not expire until the added recipients have download it. If the package is set to expire on a particular date, any added recipients must access and download the package before that date. Once the package expires, users cannot add recipients to it.
    Note: You cannot add recipients to a package sent to a shared inbox.

To read the related user documentation, see Adding Recipients to a Sent Package.

Procedure

To enable this feature, do the following:

  1. To configure this global Packages app setting, go to Applications > Packages > Settings > Advanced settings.
  2. Select the check box labeled Make all sent packages accessible to all workspace members.
  3. Click Save.
    All workspaces in your organization inherit the setting you choose here. To override this inherited settings for a given workspace, go to the next step.
  4. To configure this Packages app setting for a given workspace, do the following:
    1. Go to Workspaces > workspaceName > Applications > Packages > Settings.
    2. Select the check box labeled Override global app settings.
    3. In Advanced Settings, select or deselect the check box labeled Make all sent packages accessible to all workspace members.
    4. Click Save.