Adobe Acrobat 7 Professional - Manual (Page 343)

Creating user security policies
You can create three types of security policies: password security (to password-protect
documents), public key certificate security (to encrypt documents for a list of recipients),
and Adobe Policy Server policies. Creating policies for password and public key
certificate security lets you reuse the same security settings for a set of documents without
having to change security settings for each document. The policies for password and
certificate security are stored on the local computer.
When you create a user security policy using Adobe Policy Server, the policy is stored on
a server, letting you audit actions and change security settings dynamically. You can use
Adobe Policy Server if your company has purchased rights and made it available to you.
You can use either Acrobat or the Adobe Policy Server web page to create policies stored
on the server.
To create a password security policy:
1. From the Secure menu on the Tasks toolbar, choose Manage Security Policies.
2. Click New.
3. Select Use Passwords, and then click Next.
4. In the General Settings panel, type a name and comments for the policy. Deselect Save
Passwords With The Policy if you want to specify a password and restrictions whenever
you apply this policy to a document. Click Next.
5. If Save Passwords With The Policy is selected, specify the password and change the
security settings, and click Next. (See Password security options .)
6. Click Finish.
To create a certificate security policy:
1. From the Secure menu on the Tasks toolbar, choose Manage Security Policies.
2. Click New.
3. Select Encrypt Using Public Key Certificates, and then click Next.
4. In the General Settings panel, type a name and comments for the policy. Select Ask For
Recipients When Applying This Policy if you want to specify recipients whenever you
apply this policy to a document. Click Next.
5. If Ask For Recipients When Applying This Policy is not selected, specify the recipients,
and click Next. (See Encrypting Adobe PDF files using certificates .)
6. Click Finish.
To create a security policy using Adobe Policy Server:
1. From the Secure menu on the Tasks toolbar, choose Manage Security Policies.
2. Click New.
3. Select Use The Adobe Policy Server, and then click Next. (If this option is unavailable,
you do not have access to Adobe Policy Server. Contact your system administrator.)
4. If you have not already logged into Adobe Policy Server, type your user name and
password, and then click OK.
5. To enter the general information for the security policy, do the following, and then click
Next.
●
Type the name of the user policy and a description of the user policy, such as "Marketing
Plan, Expires after 30 Days, No printing or editing."
●
Specify how long the document will be valid.
●
Select Encrypt All Document Contents if you want the document and its metadata to be
encrypted. Select Encrypt All Document Contents Except Metadata to allow document
storage/retrieval systems and search engines to have access to the metadata stored in the
document. Select Encrypt Only File Attachments to allow full access to the document,
encrypting only the file attachments.
●
Select Audit Documents if you want to track the events of the PDF documents to which
the policy is applied. Events include printing, modifying, viewing, closing, form filling
and signing documents.
6. To specify who is allowed to open the PDF document to which the policy is applied, do
the following:
●
Add the recipients. If you add external users, they receive an email message informing
them that they have access to secure documents. The email message includes a
registration link.
●
Change the security permissions of any recipient: Select the recipient, choose Permissions,
specify the actions allowed, and then click OK. For details on Adobe Policy Server
permissions, see Adobe Policy Server Help.
7. Click Next, and then click Finish.