Adobe 22020737 Acrobat X Pro Manual - Page 228

Security policies, You want an organization-wide security solution for PDFs.

Page 228 highlights

USING ACROBAT X PRO 222 Security • You want an organization-wide security solution for PDFs. You can devise a solution specifically for a company handling sensitive data. Some organizations use Adobe LiveCycle Rights Management ES to apply a policy to documents. The policy contains the list of recipients and their individual set of permissions. Individuals can use a policy to apply the same security settings to numerous documents. (See "Securing documents with Adobe LiveCycle Rights Management ES" on page 232.) Security policies A security policy enforces systematic constraints on information flow and exchange within an organization. You can use Adobe LiveCycle Rights Management ES to apply a policy to documents without the need for digital signatures and certificates. If you often apply the same security settings to PDFs, consider creating a security policy to simplify your workflow. Different policies are useful for accommodating different requirements. Envelope policy You can secure multiple documents by embedding them in a PDF envelope. You can encrypt envelopes to prevent unauthorized users from accessing the contents and certify them to provide proof of origin. Authorized recipients can open the envelope and extract the files to view them. LiveCycle Rights Management ES policy Adobe LiveCycle Rights Management ES policies are stored on a server, and users must have access to the server to use them. Creating these policies requires specifying the document recipients from a list on Adobe LiveCycle Rights Management ES. Password and certificate policies Save your password or certificate settings and reuse them to encrypt PDFs without setting up the password or certificate for each instance. If you apply security settings to a PDF Portfolio, including the component documents, you can automate the steps by using Action Wizard (Choose File > Action Wizard). Protection required: Action: Require a password to open a Choose Tools > Protection > Encrypt > Encrypt with PDF, or copy or print its contents Password. For a PDF Portfolio, choose View > Portfolio > Cover Sheet. Then choose Tools > Protection > Encrypt > Encrypt With Password. If you don't see the Protection panel, see the instructions for adding panels at "Task panes" on page 9. If your company is signed up, you can also use Adobe LiveCycle Rights Management ES to secure documents. When you use Action Wizard to apply security to PDF Portfolios the child documents are secured, but the cover sheet is not. Indicate that you approve of the PDF content Sign and certify the PDF. You must obtain a digital ID to add digital signatures. Buy a digital ID (see the Adobe website for security partners) or create a self-signed one. See "Create a self-signed digital ID" on page 239. For Asian languages, you can add an approval stamp. Last updated 10/11/2011

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222
USING ACROBAT X PRO
Security
Last updated 10/11/2011
You want an organization-wide security solution for PDFs.
You can devise a solution specifically for a company
handling sensitive data. Some organizations use Adobe LiveCycle Rights Management ES to apply a policy to
documents. The policy contains the list of recipients and their individual set of permissions. Individuals can use a
policy to apply the same security settings to numerous documents. (See “
Securing documents with Adobe
LiveCycle Rights Management ES
” on page
232.)
Security policies
A security
policy
enforces systematic constraints on information flow and exchange within an organization. You can
use Adobe LiveCycle Rights Management ES to apply a policy to documents without the need for digital signatures
and certificates. If you often apply the same security settings to PDFs, consider creating a security policy to simplify
your workflow. Different policies are useful for accommodating different requirements.
Envelope policy
You can secure multiple documents by embedding them in a PDF envelope. You can encrypt
envelopes to prevent unauthorized users from accessing the contents and certify them to provide proof of origin.
Authorized recipients can open the envelope and extract the files to view them.
LiveCycle Rights Management ES policy
Adobe LiveCycle Rights Management ES policies are stored on a server, and
users must have access to the server to use them. Creating these policies requires specifying the document recipients
from a list on Adobe LiveCycle Rights Management ES.
Password and certificate policies
Save your password or certificate settings and reuse them to encrypt PDFs without
setting up the password or certificate for each instance.
If you apply security settings to a PDF Portfolio, including the component documents, you can automate the steps by
using Action Wizard (Choose File > Action Wizard).
Protection required:
Action:
Require a password to open a
PDF, or copy or print its contents
Choose Tools > Protection > Encrypt > Encrypt with
Password. For a PDF Portfolio, choose View > Portfolio >
Cover Sheet. Then choose Tools > Protection > Encrypt >
Encrypt With Password. If you don’t see the Protection
panel, see the instructions for adding panels at “
Task
panes
” on page
9.
If your company is signed up, you can also use Adobe
LiveCycle Rights Management ES to secure documents.
When you use Action Wizard to apply security to PDF
Portfolios the child documents are secured, but the
cover sheet is not.
Indicate that you approve of the
PDF content
Sign and certify the PDF. You must obtain a digital ID to
add digital signatures. Buy a digital ID (see the Adobe
website for security partners) or create a self-signed one.
See “
Create a self-signed digital ID
” on page
239.
For Asian languages, you can add an approval stamp.