Foxit PDF Secure RMS Protector - 3.0.3 User Manual

Foxit PDF Secure RMS Protector
2
User Manual
Copyright © 2014 Foxit Software Incorporated. All Rights Reserved.
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Copyright (C) 2002-2005 Maxim Shemanarev (http://www.antigrain.com)
Permission to copy, use, modify, sell and distribute this software is granted provided this copyright notice appears in all copies. This software is provided "as is" without express or implied warranty, and with no claim as to its suitability for any purpose.
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To add SPS-SRV to Local Intranet ............................................................................................. 16
To add SPS-SRV to the AD·RMS Certification Pipeline ............................................................. 17
To activate Information Rights Management in Office SharePoint Server 2007 ..................... 17
To restrict permissions using AD·RMS ..................................................................................... 17
To add SPS-SRV to Local Intranet ............................................................................................. 18
To add SPS-SRV to the AD·RMS Certification Pipeline ............................................................. 18
To activate Information Rights Management in Office SharePoint Server 2010 ..................... 19
To restrict permissions using AD·RMS ..................................................................................... 19
To add SPS-SRV to Local Intranet ............................................................................................. 19
To add SPS-SRV to the AD·RMS Certification Pipeline ............................................................. 19
To activate Information Rights Management in Office SharePoint Server 2013 ..................... 20
To restrict permissions using AD·RMS ..................................................................................... 20
To add the domain user to SharePoint site ............................................................................. 21
To set the group permission in SharePoint site ....................................................................... 21
To restrict the print permissions using RMS ............................................................................ 23
To add the domain user to SharePoint site ............................................................................. 25
To set group permission in SharePoint site ............................................................................. 26
To restrict the print permissions using RMS ............................................................................ 28
To add the domain user to SharePoint site ............................................................................. 30
To set group permission in SharePoint site ............................................................................. 31
To restrict the print permissions using RMS ............................................................................ 33
User Manual
Contents
Chapter 1 - Overview ............................................................................................ 5
Chapter 2 - For SharePoint .................................................................................... 6
Getting Started ............................................................................................................... 6
System Requirements ........................................................................................................ 6
Corresponding permissions of Foxit Reader and MOSS .................................................... 7
Installing Foxit PDF Secure RMS Protector on a SharePoint Server .................................. 7
View and Manage Event Logs of Foxit PDF Secure RMS Protector ................................. 13
Check the version of Foxit PDF Secure RMS Protector ................................................... 15
Editing Wrapper Content................................................................................................. 16
Configuring AD RMS to Work with SPS-SRV ................................................................... 16
For MOSS 2007 ....................................................................................................... 16
For MOSS 2010 ....................................................................................................... 18
For MOSS 2013 ....................................................................................................... 19
Working with Foxit PDF Secure RMS Protector .............................................................. 21
For MOSS 2007 ....................................................................................................... 21
For MOSS 2010 ....................................................................................................... 25
For MOSS 2013 ....................................................................................................... 30
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Chapter 3 - For Exchange ...................................................................................... 35
Getting Started ............................................................................................................. 35
System Requirements ...................................................................................................... 35
Corresponding permissions of Foxit Reader and Exchange .................................................... 36
Installing Foxit PDF Secure RMS Protector on an Exchange Server ................................ 36
Uninstalling Foxit PDF Secure RMS Protector ................................................................. 38
Check the version of Foxit PDF Secure RMS Protector ................................................... 41
Editing Wrapper Content................................................................................................. 42
Configuring AD·RMS to Integrate with Exchange Server in a Single Forest ....................... 42
To register a service connection point ............................................................................ 42
To give Exchange servers permissions to access the server certification pipeline ......... 42
To set up the Exchange Server super users group .......................................................... 43
To set InternalLicensingEnable true by ExchangeManagement Shell ............................. 43
Working with Foxit PDF Secure RMS Protector .............................................................. 44
For Exchange 2010 .................................................................................................................. 44
For Exchange 2013 .................................................................................................................. 47
Chapter 4 - Watermark Configuration Tool ........................................................... 50
Creating Profile ............................................................................................................ 50
Adding Watermark ....................................................................................................... 51
Editing or Deleting Watermark ...................................................................................... 52
Importing or Exporting Watermark ............................................................................... 52
Chapter 5 - FAQ.................................................................................................... 54
Contact Us ........................................................................................................... 55
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Chapter 1 - Overview

Traditionally, sensitive information can only be controlled by limiting access to the networks or computers where the information is stored. After access is given to users, however, there are no restrictions on what can be done with the content or to whom it can be sent. Microsoft Information Rights Management (IRM) enables you to create a persistent set of access controls that live with the content, rather than a specific network location, which will help you control access to files even after they leave your direct control.
Foxit PDF Secure RMS protector extends all the benefits of AD RMS to any PDF document. In addition, Foxit PDF Secure RMS protector provides creation and control of rights to unique PDF features.
Microsoft’s Active Directory Rights Management (AD·RMS) solves security problems for enterprise documents created in Microsoft Office. With the inclusion of AD RMS in Windows Server2008, AD RMS has quickly become the default standard for document rights protection.
For the enterprises, they can enforce security policies easily to protect sensitive information, as well as enable each PDF document with additional features such as forms fill out and annotations.
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Computer
Operating System
Requirement
RMS Server/ ADRMS Server
Windows Server·2003 with Service Pack·1 (SP1)/Windows Server·2008 with Service Pack·1 (SP1)
RMS, Internet Information Services (IIS)
6.0, World Wide Web Publishing Service, Message Queuing (also known as MSMQ), and Microsoft SQL Server™·2005 Standard Edition
DC
Windows Server·2003 with SP1
Active Directory, Domain Name System (DNS)
ADRMS-DB
Windows·Server·2003 with SP1
Microsoft SQL Server™·2005 with Service Pack·2 (SP2)
SharePoint Server Such as named SPS-SRV
Windows Server·2003 with SP1
Office SharePoint Server·2007 with RMS Client installed, and has been added this Server to DC
Computer
Operating System
Requirement
ADRMS Server
Windows Server·2008 with Service Pack·1 (SP1)
RMS, Internet Information Services (IIS)
6.0, World Wide Web Publishing Service, Message Queuing (also known as MSMQ)
DC
Windows Server·2003 with SP1
Active Directory, Domain Name System (DNS)
ADRMS-DB
Windows·Server·2008 with SP1
Microsoft SQL Server™·2008 R2
SharePoint Server Such as named SPS-SRV
Windows Server·2008 with SP2
Office SharePoint Server·2010 and has been added this Server to DC
User Manual

Chapter 2 - For SharePoint

Getting Started
This section provides system requirements, install and uninstall instructions for the RMS Protector.

System Requirements

System Requirements for MOSS 2007
System Requirements for MOSS 2010
System Requirements for MOSS 2013
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Computer
Operating System
Requirement
ADRMS Server
Windows Server·2008 with Service Pack·1 (SP2)
RMS, Internet Information Services (IIS)
6.0, World Wide Web Publishing Service, Message Queuing (also known as MSMQ)
DC
Windows Server·2008 with SP2
Active Directory, Domain Name System (DNS)
ADRMS-DB
Windows·Server·2008 with SP1
Microsoft SQL Server™·2008 R2
SharePoint Server Such as named SPS-SRV
Windows Server·2012
Office SharePoint Server·2013 and has been added this Server to DC
Level
Rights of Foxit Reader
Full control
View, Copy, Modify, Print, View Data, Access, Annotate, Fill Form, Assemble
Change
View, Copy, Modify, Access, Annotate, Fill Form, Assemble
Read
View

Corresponding permissions of Foxit Reader and MOSS

SharePoint service provides three levels rights: Full control, Change, and Read.
User Manual
The user only can print the document if its library IRM settings have been configured to allow document printing.

Installing Foxit PDF Secure RMS Protector on a SharePoint Server

To install Foxit PDF Secure RMS Protector:
Stop the IIS Admin service: Start > Settings > Control Panel > Administrator Tools > Services >
IIS Admin Service > Stop. Then Close the window.
Run the Foxit PDF Secure RMS Protector Setup program to install the protector on the
server.
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Download PDF icon from http://www.foxitsoftware.com/images/icons/pdficon.gif.
For MOSS 2007
1. Copy the downloaded.GIF file to "Drive: \Program Files\Common Files\Microsoft
Shared\Web Server Extensions\12\Template\Images".
2. Edit the file “Drive:\Program Files\Common Files\Microsoft Shared\Web server extensions\12\Template\Xml\DOCICON.XML”:
a. Right-click DOCICON.XML file > click Open With > select Notepad.
b. Add an entry for the .pdf extension as the file’s name. For example, type the ICPDF as
the name of the .gif file:
<Mapping Key="pdf" Value="pdficon.gif"/>
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c. Click Save on the File menu, and then quit Notepad.
For MOSS 2010
1. Copy the downloaded.GIF file to "Drive:\Program Files\Common Files\Microsoft
Shared\Web Server Extensions\14\Template\Images"
2. Edit the file “Drive:\Program Files\Common Files\Microsoft Shared\Web server
extensions\14\Template\Xml\DOCICON.XML”:
a. Right-click DOCICON.XML file > click Open With > select Notepad.
b. Add an entry for the .pdf extension as the file’s name. For example, type the ICPDF as the name of the .gif file:
<Mapping Key="pdf" Value="pdficon.gif"/>
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c. Click Save on the File menu, and then quit Notepad.
For MOSS 2013
1. Copy the downloaded.GIF file to "Drive:\Program Files\Common Files\Microsoft
Shared\Web Server Extensions\15\Template\Images"
2. Edit the file “Drive:\Program Files\Common Files\Microsoft Shared\Web server
extensions\15\Template\Xml\DOCICON.XML”:
a. Right-click DOCICON.XML file > click Open With > select Notepad.
b. Add an entry for the .pdf extension as the file’s name. For example, type the ICPDF as
the name of the .gif file:
<Mapping Key="pdf" Value="pdficon.gif"/>
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c. Click Save on the File menu, and then quit Notepad.
3. Delete the following registry for Microsoft PDF Protector in SharePoint 2013 a) HKEY_LOCAL_MACHINE/Software/Microsoft/Shared Tools/Web Server
Extensions/15.0/IrmProtectors
“{FC93F6CC-D367-4FC9-B3F6-E0933A24A8C8}” = “Microsoft.Office.Irm.PdfIrmProtector”
b) HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Shared Tools\Web Server
Extensions\15.0\IrmProtectors\PdfIrmProtector
"Extensions"="PDF"
"Product"="PdfIrmProtector"
"Version"="15"
4. Add the following registry for Foxit PDF Secure PDF Protector in SharePoint 2013 a) HKEY_LOCAL_MACHINE/Software/Microsoft/Shared Tools/Web Server
Extensions/15.0/IrmProtectors
“{2B86FB4A-D503-4040-8843-A2195C1E1D7E} ” = “PDFProtector”
b) HKEY_LOCAL_MACHINE/Software/Microsoft/Shared Tools/Web Server
Extensions/15.0/IrmProtectors/PDFProtector
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"Extensions"="pdf"
"Product"=" PDFProtector"
"Version"="2"
Perform an iisreset
1. Click Start > Run > type “cmd” in the Open dialog box> click OK > type “iisreset” at the
command prompt > Enter.
2. Close the windows.
Uninstalling Foxit PDF Secure RMS Protector
To uninstall, please select one of the followings:
Open the Start Menu > Settings > select “Control Panel” > click the “Add or Remove
Programs” tab > click the “Foxit PDF Secure RMS Protector” record and then click the “Remove/Uninstalled” button to uninstall it.
Open the Start Menu > Programs > select Foxit PDF Secure RMS Protector > click Uninstall.
Or you can double-click the SharePointPDFProtector.msi setup file that you have used to install Foxit PDF Secure RMS Protector, and perform the following:
In the Foxit PDF Secure RMS Protector dialog box, select Remove Foxit PDF Secure RMS
Protector
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Click Finish button to complete removal.
Click Start > Run > type “cmd” in the Open dialog box> click OK > type “iisreset” in the
command prompt > Press Enter.
Close the windows.

View and Manage Event Logs of Foxit PDF Secure RMS Protector

To view and save the log information of the Protector, please do the following steps:
1. Add a registry entry.
With Administrator’s Right:
HKEY_LOCAL_MACHINE/Software/Foxit Software/FXRMS/FXSPProtector
Nametrace
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TypeREG_DWORD
Data1
Without Administrators Right:
HKEY_CURRENT_USER/Software/Foxit Software/FXRMS/FXSPProtector
Nametrace
TypeREG_DWORD
Data1
Note: if the value of trace is 1, the log feature will be activated; if the value of trace is 0, the
log feature will be disabled.
2. Download the DebugView tool from the following link and run it.
http://technet.microsoft.com/en-us/sysinternals/bb896647.aspx
Open the tool and disable Capture Kernel feature from the Capture menu to avoid capturing unnecessary information.
3. Perform an iisreset command (Please refer to Perform an iisreset), and you will be able to see
the related log information now. The log information can be saved as a .txt file.
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4. If you want to disable the log feature, please set the value of trace to 0 and perform an iisreset.

Check the version of Foxit PDF Secure RMS Protector

Please navigate to the folder where Foxit PDF Secure RMS Protector installed. Right-click
PDFProtector.dll > choose Properties > click the Details tab, then you can examine the version information of Foxit PDF Secure RMS Protector:
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Editing Wrapper Content

If you open a PDF which is encrypted by Foxit RMS Protector with other PDF programs, a wrapper (which is actually a PDF page) will prompt you to download Foxit PhantomPDF/Reader to open the PDF. If you want to edit the wrapper content, please save the updated content as a PDF file named as wrapperPDF and place it within the RMS Protector’s installation directory.
Configuring AD RMS to Work with SPS-SRV
Note: If you have configured AD·RMS when you were installing SharePoint, please skip
this chapter.

For MOSS 2007

To add SPS-SRV to Local Intranet
1. Log on SPS-SRV as domain administrator, e.g., WIONS\administrator.
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2. Click Start. Point to Control Panel, and then click Internet Options.
3. Click the Security tab, and choose Local Intranet, and then click the Sites button
4. Type http://SPS-SRV, and then click Add. Note: SPS-SRV is the computer’s name of MOSS
server.
5. Click Close, and then choose OK
To add SPS-SRV to the AD·RMS Certification Pipeline
1. Log on ADRMS-SRV as CPANDL\Administrator.
2. Click Start, and then click Computer.
3. Navigate to C:\Inetpub\wwwroot\_wmcs\Certification.
4. Right-click ServerCertification.asmx, and choose Properties, and then click the Security tab.
5. Click Advanced>Edit, and select the check box Include inheritable permissions from this
object's parent. Then click OK two times.
6. Click Edit, and then click Add.
7. Click Object Types, and select the check box Computers, then click OK.
8. Type the computer’s name of MOSS server, such as SPS-SRV, and then click OK.
9. Click OK to close the ServerCertification.asmx Properties sheet.
The default Read & Execute and Read permissions are configured for the SPS-SRV computer account object and other accounts are all inherited from the parent folder.
10. Click Start, and then click Command Prompt.
11. Type iisreset, and then press ENTER.
To activate Information Rights Management in Office SharePoint Server 2007
Please do the following:
1. Log on SharePoint Server as the administrator.
2. Click Start, and point to Administrative Tools, then click SharePoint 3.0 Central
Administration.
3. Click Operations, and choose Information Rights Management.
4. Click Use the default RMS server specified in Active Directory.
5. Click OK.
To restrict permissions using AD·RMS
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