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Acrobat 9 Family of Products Security Feature User Guide Index 183 1005 130 1006 130 1007 130 1008 130 1009 130 2 2004 130 2006 130 2007 130 2009 130 2010 130 2011 130 2012 130 2013 130 2014 130 3 3000 131 3001 131 3002 131 3003 131 4 4000 131 4001 131 4002 131 A Access (Microsoft) 142 Access Add-in (Microsoft), MDA Access 2 Workgroup (Microsoft) 143 Access Add-in Data (Microsoft) 143 Access Data Access Page (Microsoft) 143 Access Diagram Shortcut (Microsoft) 142 Access Macro Shortcut (Microsoft) 142 Access MDE Database file (Microsoft) 143 Access Module Shortcut (Microsoft) 142 Access Project (Microsoft) 141 Access Project Extension (Microsoft) 141 Access Query Shortcut (Microsoft) 142 Access Report Shortcut (Microsoft) 142 Access Stored Procedures (Microsoft) 142 Access Table Shortcut (Microsoft) 142 Access Type 39 Access View Shortcut (Microsoft) 143 Access Wizard Template (Microsoft) 143 Access Workgroup Information (Microsoft) 143 Actions that can be associated with a signature field 65 Active Server Page 141 adbe.pkcs7.detached 78 adbe.pkcs7.sha1 78 adbe.x509.rsa_sha1 78 Add Digital ID dialog 14 Adding a Digital ID from a PKCS#12 File 19 Adding an ID that Resides on External Hardware 27 Adding and Removing Digital ID Files from the File List 20 Adding Custom Signing Reasons 75 Adding Files to the Black and White Lists 144 Adding Someone to Your Trusted Identity List 32 Adobe Profile Files 178 Adobe Trusted Identity Updates 140 ALCRMS 178 Allowing and Blocking Specific Web Sites 147 Allowing Attachments to Launch Applications 145 Allowing Signing Reason 50 Alternate certificate URL seed value 86 An early compressed file format 144 appearanceFilter 70 Approval Signature 90 approval signature 178 Arranging Signature Fields 60 Associating a Certificate with a Contact 43 Attachment panel in Trust Manager 145 Authenticity Verification 101 Authoring a Document with Multiple Fields 62 Authoring Form Fields 93 Authoring Signable Documents 46 Authoring Signable Forms 62 Automatic updates 141 Automating signing tasks 87 B BASIC Source Code 141 Batch Processing 141 Before You Sign . . . 89 Best Practices for Signed Documents that will Change 46 Black Lists and White Lists 141 Blocked URL alert 147 Bzip 2 UNIX Compressed file (replaces BZ) 141 Bzip UNIX Compressed file 141 C CA 178 CDS 178 CDS digital ID 178 CDS digital ID certificate 178 certificate authority (CA) 178 Certificate Chains and Trust Anchors /Roots 156 Certificate file 142 Certificate issuer and subject seed value 83 Certificate key usage seed value 84 Certificate policy seed value 85 Certificate Revocation List (CRL) 179 Certificate Revocation List. 178 Certificate Trust Settings 35 Certificate trust settings 36, 37, 176 Certificate Viewer 118 Trust tab 33 Certificate viewer Trust tab 109 Certificate Viewer information 116 Certificates Contact Information 166 Selecting a digital ID for export 161 Verifying originator 119 certificates 178

Section	Page
Getting Started	8
1.1 What’s in this Guide?	8
1.2 Who Should Read This Guide?	8
1.3 How Should You Use This Guide?	9
1.4 Roadmap to Other Security Documentation	9
Getting and Using Your Digital ID	11
2.1 Digital ID Basics	11
2.1.1 What is a Digital ID?	11
2.1.2 Digital ID Storage Mechanisms	12
2.1.3 Registering a Digital ID for Use in Acrobat	13
2.1.4 Digital ID Management and the Security Settings Console	14
2.1.5 Setting Identity Information	14
2.2 Generic ID Operations	15
2.2.1 Specifying Digital ID Usage	15
2.2.2 Sharing (Exporting) a Digital ID Certificate	16
2.2.3 Viewing All of Your Digital IDs	16
2.2.4 Customizing a Digital ID Name	17
2.2.5 Viewing Digital ID Certificates in the Certificate Viewer	17
2.3 Managing PKCS#12 Digital ID Files	19
2.3.1 Logging in to a Digital ID File	19
2.3.2 Adding a Digital ID from a PKCS#12 File	19
2.3.3 Adding and Removing Digital ID Files from the File List	20
2.3.4 Changing an ID File’s Password	20
2.3.5 Changing a PKCS#12 File’s Password Timeout	21
2.3.6 Logging in to PKCS#12 Files	22
2.3.7 Creating a Self-Signed Digital ID	22
2.3.8 Deleting a PKCS#12 Digital ID	25
2.4 Managing Windows Digital IDs	26
2.4.1 Finding a Digital ID in a Windows Certificate Store File	26
2.4.2 Deleting a Digital ID from the Windows Certificate Store	26
2.5 Your server may require additional or different authentication steps. Follow directions that appear in the dialogs.Managing IDs Stored on Hardware Devices	27
2.5.1 Adding an ID that Resides on External Hardware	27
2.5.2 Changing Passwords	28
2.5.3 Logging in to a Device	28
Managing Certificate Trust and Trusted Identities	30
3.1 What is Trust?	30
3.2 What is a Trusted Identity?	30
3.3 Adding Someone to Your Trusted Identity List	32
3.3.1 Requesting a Digital ID via Email	33
3.3.2 Importing a Certificate From a File	33
3.3.3 Searching for Digital ID Certificates	34
3.4 Certificate Trust Settings	35
3.4.1 Using Certificates for Certificate Security (Encryption)	38
3.5 Using Directory Servers to Add Trusted Identities	38
3.5.1 Manually Configuring a Directory Server	39
3.5.2 Editing Directory Servers Details	40
3.5.3 Deleting a Directory Server	41
3.5.4 Specifying a Default Directory Server	41
3.5.5 Importing and Exporting Directory Server Settings	41
3.6 Managing Contacts	42
3.6.1 Viewing and Editing Contact Details	42
3.6.2 Emailing Certificate or Contact Data	43
3.6.3 Saving Certificate or Contact Details to a File	43
3.6.4 Associating a Certificate with a Contact	43
3.6.5 Changing a Trusted Identity’s Certificate Association	44
3.6.6 Deleting Contacts and Certificates	44
Authoring Signable Documents	46
4.1 Best Practices for Signed Documents that will Change	46
4.2 Setting up the Signing Environment	46
4.2.1 Setting Signing Preferences	47
4.2.1.1 Requiring Preview Mode	47
4.2.1.2 Changing the Default Signing Method	48
4.2.1.3 Embedding Signature Revocation Status	49
4.2.1.4 Allowing Signing Reason	50
4.2.1.5 Showing Location and Contact Details	50
4.2.1.6 Enabling Document Warning Review	50
4.2.1.7 Requiring Document Warning Review Prior to Signing	51
4.2.1.8 Enabling a Warnings Comment or Legal Attestation	51
4.2.2 Customizing Signature Appearances	52
4.2.2.1 Creating a Custom Signature	52
4.2.2.2 Creating a Custom Watermark or Background	52
4.2.2.3 Creating a Custom Signature Appearance	53
4.2.2.4 Editing or Deleting a Signature Appearance	54
4.2.3 Using Timestamps During Signing	55
4.3 Working with Signature Fields	56
4.3.1 Creating a Blank Signature Field	57
4.3.2 Specifying General Field Properties	58
4.3.3 Customizing Field Appearances	59
4.3.4 Changing the Default Field Appearance	60
4.3.5 Cut, Copy, and Paste Signature Fields	60
4.3.6 Arranging Signature Fields	60
4.3.7 Creating Multiple Copies of a Signature Field	61
4.4 Authoring Signable Forms	62
4.4.1 Authoring a Document with Multiple Fields	62
4.4.2 Locking Fields Automatically After Signing	62
4.4.3 Making a Field a Required Part of a Workflow	63
4.4.4 Specifying a Post-Signing Action	64
4.4.5 Unlocking a Field Locked by a Signature	66
Controlling Signing with Seed Values	67
5.1 Seed Value Basics	67
5.1.1 Changes Across Releases	68
5.1.2 Supported Seed Values	69
5.1.3 Enabling JavaScript to Set Seed Values	70
5.2 Forcing a Certification Signature	71
5.3 Giving Signers the Option to Lock a Document	73
5.4 Forcing Signers to Use a Specific Signature Appearance	74
5.5 Adding Custom Signing Reasons	75
5.6 Specifying Timestamps for Signing	76
5.7 Specifying Alternate Signature Handlers and Formats	77
5.8 Specifying a Signature Hash Algorithm	79
5.9 Embedding Revocation Information in a Signature	79
5.10 Specifying Certificate Properties for Signing	80
5.10.1 Specifying Signing Certificates Origin	82
5.10.2 Specifying Certificates by Key Usage	83
5.10.3 Specifying Certificates by Policy	84
5.10.4 Specifying a URL When a Valid Certificate is not Found	85
5.10.5 Restricting Signing to a Roaming ID	86
5.11 Custom Workflows and Beyond	86
Signing Documents	89
6.1 Signing Basics	89
6.1.1 Before You Sign . . .	89
6.1.2 Signature Types	89
6.1.3 Signing User Interface	90
6.2 Signing With a Certification Signature	90
6.2.1 Certification Workflow for Documents with Multiple Signers	92
6.2.2 Setting up a Document for Certification	93
6.2.3 You can customize the way a certified document behaves for signers by giving form fields additional features with seed values. For example, you can preconfigure custom signing reasons or limit signing to only those with certificates with predef...	93
6.2.4 Certifying a Dynamic Form	95
6.2.5 Why Can’t I Certify?	96
6.3 Signing with an Approval Signature	96
6.3.1 Signing Documents in Acrobat	96
6.3.2 Signing in a Browser	98
6.3.3 Clearing One or More Signatures	99
Validating Signatures	100
7.1 Signature Validity Basics	100
7.1.1 What Makes a Signature Valid?	100
7.1.1.1 Authenticity Verification	101
7.1.1.2 Document Integrity Verification	101
7.2 Setting up Your Environment for Signature Validation	102
7.2.1 Validating Signatures Automatically	102
7.2.2 Setting Digital Signature Validation Preferences	103
7.2.3 Using Root Certificates in the Windows Certificate Store	104
7.2.4 Validating Signatures with Timestamps and Certificate Policies	105
7.3 Validating Signatures Manually	106
7.3.1 Validating Signatures with Adobe Reader	106
7.3.2 Validating a Single Signature in Acrobat	106
7.3.3 Validating All Signatures in Acrobat	107
7.3.4 Validating an Problematic Signature (trusting a signer on-the-fly)	108
7.3.5 Validating Signatures for other Document Versions	110
7.3.6 Validating Signature Timestamps	110
7.3.6.1 When Timestamps Can’t be Verified. . .	112
7.4 Status Icons and Their Meaning	113
7.4.1 Signature Status Definitions	113
7.4.2 Document Status Definitions	113
7.4.2.1 Signature status cheat sheet	114
7.5 Troubleshooting a Signature or Document Status	115
7.5.1 Troubleshooting an Identity Problem	115
7.5.1.1 Troubleshooting Digital ID Certificates	116
7.5.1.2 Displaying the Signer’s Certificate	117
7.5.1.3 Verifying the Identity of Self-Signed Certificates	118
7.5.1.4 Checking Certificate Revocation Status	119
7.5.1.5 Exporting a Certificate Other than Yours to a File	120
7.5.2 Troubleshooting a Document Integrity Problem	120
7.5.2.1 LiveCycle Dynamic Forms and the Warning Triangle	121
7.5.2.2 Viewing and Comparing Changes and Versions	122
7.5.2.3 Viewing a List of Post-Signing Modifications	122
7.5.2.4 Comparing a Signed Version to the Current Version	123
7.6 Document Behavior After Signing	124
7.6.1 JavaScript and Dynamic Content Won’t Run	125
7.6.2 Certifying a Document is Prevented	125
7.6.3 Form Field Fill in, Signing, and/or Other Actions Don’t Work	125
Document Integrity and Preview Mode	126
8.1 Preview Mode and Signing Workflows	126
8.2 Preview Mode and Validation (View Signed Version)	127
8.3 PDF Signature Reports	127
8.4 Signature Report Error Codes	129
External Content and Document Security	132
9.1 Enhanced Security	132
9.1.1 Enabling Enhanced Security	133
9.1.2 Changes in FDF Behavior	134
9.1.3 Interaction with Trust Manager	136
9.1.4 Make Privileged Folder Locations Recursive	136
9.2 Controlling Multimedia	136
9.2.1 Configuring Multimedia Trust Preferences	137
9.2.2 Controlling Multimedia in Certified Documents	138
9.3 Setting JavaScript Options	139
9.3.1 High Privilege JavaScript Defined	139
9.3.2 Javascript and Certified Documents	139
9.4 Adobe Trusted Identity Updates	140
9.5 Working with Attachments	141
9.5.1 Default Behavior: Black and White Lists	141
9.5.2 Adding Files to the Black and White Lists	144
9.5.3 Resetting the Black and White Lists	144
9.5.4 Allowing Attachments to Launch Applications	145
9.6 Controlling Access to Referenced Files and XObjects	145
9.7 Internet URL Access	146
9.7.1 Turning Internet Access Off and On	146
9.7.2 Allowing and Blocking Specific Web Sites	147
Migrating and Sharing Security Settings	149
10.1 Security Setting Import and Export	149
10.1.1 Exporting Security Settings to a File	149
10.1.2 Importing Security Settings from a File	150
10.1.3 Importing Security Settings from a Server	152
10.2 Sharing Settings & Certificates with FDF	152
10.2.1 FDF Files and Security	154
10.2.2 Exporting Application Settings with FDF Files	155
10.2.2.1 Distributing a Trust Anchor or Trust Root	155
10.2.2.2 Setting the Certificate Trust Level	158
10.2.2.3 Exporting Your Certificate	158
10.2.2.4 Emailing Your Certificate	159
10.2.2.5 Saving Your Digital ID Certificate to a File	160
10.2.2.6 Requesting a Certificate via Email	161
10.2.2.7 Emailing Server Details	162
10.2.2.8 Exporting Server Details	163
10.2.3 Importing Application Settings with FDF Files	164
10.2.3.1 Responding to an Email Request for a Digital ID	164
10.2.3.2 Importing Someone’s Certificate	166
10.2.3.3 Importing Multiple Certificates	167
10.2.3.4 Importing Timestamp Server Settings	169
10.2.3.5 Importing Directory Server Settings	171
10.2.3.6 Importing Adobe LiveCycle Rights Management Server Settings	172
10.2.3.7 Importing Roaming ID Account Settings	173
10.2.3.8 Importing a Trust Anchor and Setting Trust	175
Glossary of Security Terms	178

Match case Limit results 1 per page

Acrobat 9 Family of Products

Index

Security Feature User Guide

183

1005

130

1006

130

1007

130

1008

130

1009

130

2004

130

2006

130

2007

130

2009

130

2010

130

2011

130

2012

130

2013

130

2014

130

3000

131

3001

131

3002

131

3003

131

4000

131

4001

131

4002

131

Access (Microsoft)

142

Access Add-in (Microsoft), MDA Access 2 Workgroup

(Microsoft)

143

Access Add-in Data (Microsoft)

143

Access Data Access Page (Microsoft)

143

Access Diagram Shortcut (Microsoft)

142

Access Macro Shortcut (Microsoft)

142

Access MDE Database file (Microsoft)

143

Access Module Shortcut (Microsoft)

142

Access Project (Microsoft)

141

Access Project Extension (Microsoft)

141

Access Query Shortcut (Microsoft)

142

Access Report Shortcut (Microsoft)

142

Access Stored Procedures (Microsoft)

142

Access Table Shortcut (Microsoft)

142

Access Type

Access View Shortcut (Microsoft)

143

Access Wizard Template (Microsoft)

143

Access Workgroup Information (Microsoft)

143

Actions that can be associated with a signature field

Active Server Page

141

adbe.pkcs7.detached

adbe.pkcs7.sha1

adbe.x509.rsa_sha1

Add Digital ID dialog

Adding a Digital ID from a PKCS#12 File

Adding an ID that Resides on External Hardware

Adding and Removing Digital ID Files from the File List

Adding Custom Signing Reasons

Adding Files to the Black and White Lists

144

Adding Someone to Your Trusted Identity List

Adobe Profile Files

178

Adobe Trusted Identity Updates

140

ALCRMS

178

Allowing and Blocking Specific Web Sites

147

Allowing Attachments to Launch Applications

145

Allowing Signing Reason

Alternate certificate URL seed value

An early compressed file format

144

appearanceFilter

Approval Signature

approval signature

178

Arranging Signature Fields

Associating a Certificate with a Contact

Attachment panel in Trust Manager

145

Authenticity Verification

101

Authoring a Document with Multiple Fields

Authoring Form Fields

Authoring Signable Documents

Authoring Signable Forms

Automatic updates

141

Automating signing tasks

BASIC Source Code

141

Batch Processing

141

Before You Sign . . .

Best Practices for Signed Documents that will Change

Black Lists and White Lists

141

Blocked URL alert

147

Bzip 2 UNIX Compressed file (replaces BZ)

141

Bzip UNIX Compressed file

141

178

CDS

178

CDS digital ID

178

CDS digital ID certificate

178

certificate authority (CA)

178

Certificate Chains and Trust Anchors /Roots

156

Certificate file

142

Certificate issuer and subject seed value

Certificate key usage seed value

Certificate policy seed value

Certificate Revocation List (CRL)

179

Certificate Revocation List.

178

Certificate Trust Settings

Certificate trust settings

36, 37, 176

Certificate Viewer

118

Trust tab

Certificate viewer

Trust tab

109

Certificate Viewer information

116

Certificates

Contact Information

166

Selecting a digital ID for export

161

Verifying originator

119

certificates

178