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1. 4 4 3 7 Valid Until End Date 4 4 3 8 Restrict dE 4 4 3 9 Hel Sican E E E a ovtessbenviva deg sta denies a R EE 4 4 3 10 License Save License to File c td edes de netten edos uta duas equ de rr e ge RENE 115 4 4 3 11 Resend Email License File 4 4 3 12 Device Suspend or Activate License eene enne enne nennen enne 116 4 4 3 13 laur lmc 117 4 4 3 14 Set Publication Access sssssssssseseeeeneeene enne nn nennen nennen nennen nnne 117 4 4 3 15 S t DOCUMENT ACCESS iis PT aAa 120 4 4 3 16 Change number of VieWs eem cde Sensi e dv bep va m ndun 123 4 4 3 17 Change numberof prints eerte prin ete del sain inda du abe taper ESEA EREEREER KE 124 4 4 3 18 arg 125 4 5 EXPORTING CUSTOMER ACCOUNTS nennen nennt tnn nnntnt nnne tnnt ennnnenininininns 126 4 5 1 1 dej 126 4 5 1 2 Export Fil amp lEOEniigt ceo cette RENI EHI BS eesti eee 127 4 5 1 3 Include Document access 127 4 5 1 4 Include Publication access tdv en vnd dent ge 127 4 6 BATCH CHANGES TO CUSTOMER ACCOUNTS enne nnns 12 4 7 PUBLICATIONS Er D 4 7 1 Adding PUBLICATIONS
2. 157 4 9 4 izirgin alae EESTI 158 4 9 5 SISIEB AUT ECHELLE 159 4 9 6 Mail Server SMTP ee 159 4 10 STATISTICS sch tasceducneint iioii ird abi ict Put be Eo annie LOL 4 10 1 BENI SEa T 4 10 2 RE POPS oe ciacescassisctsccissestsenasestsinnsenesenesanesanesanesonasensesdssscsecdvesdeuddussdesddecsdesdducsdesddecddeaddussdeaddeaddeaddesddasddeas 4 10 2 1 Customer RepOLts cet ttt rere ee ELE aye E lees HL Pedale Tied E igen sete teubersdegasenseeeiaeeie 4 10 2 2 Document Reports 4 10 2 3 Publication Reports 4 10 3 atoa iara aY cm QN 4 11 BACKUPS Gun e deiiaia iride oodd alic rebat i Ut idcirco finer LOB 4 11 1 INGW BaCKUp me 168 4 11 2 Restore Backup 169 4 12 USB DEVICES qu esitare inen teeter aint em mene 170 4 12 1 1 Name Email amp Company 5 n aceite cec ie div dr etn cuc oec vete e 172 4 12 1 2 NE n 172 Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 6 of 225 lt gt Locklizard 4 12 1 3 cr m ON 172 4 12 1 4 Start Date 4 12 1 5 Disi e 172 4 12 1 6 Set Publication amp Document ACCESS eissien isisao si e E a E o ENES 173 4 12 1 7 Chan
3. RD 3 7 5 Open document at page n 3 7 6 Hide bookmark panel 3 7 7 Enforce display settingS ssccsssssccssssccesssceessssecesssceeeseseeeeseseeeeseseeeeseseeeescsceesseceeeeseseeeeseseeeeseseeeeseas 3 8 DOCUMENT ACCESS TAB iccicixzasiictcbiuxkKaciU emia 3 8 1 All CUSTOMENS is scacsccstususvecesnssacsaresocenesesscavsdextauuacessvesessansssssasanissenaesssanasteseanesssadasesosenssseesssesanansssavtarssaenens 56 3 8 2 Selected customers must be individually allocated scccsssseessseecesssseeesssceeesssseeessseeeessseeeesseeeens 56 3 8 3 Customers belonging to the selected publication ccsssscccsssseceseseecesessecessseeeessseeeeseseeeessseeeeseeeeens 57 383 1 Why Use publications re rte ee a mesi es xxu eK nx eara irte iene 59 3 9 EXPIRY AND VALIDITY LAB ioicncotad c i cae tubus iudei dtd dS EIS 3 9 1 DOCUMENE EXPINCS iacccacicccscnnssctecesscesannasssncesesosnvanssesssosesetadasscesosesetesssessseseuesssaiscssaeunaessdesstesesnssdecssesacesaas 3 9 1 1 je 63 CENE IDE NER EETTX 63 3 9 1 3 After n days from first use nennen enne nennen nennen nnn enne nnn enne 63 3 9 2 Verify Document Access 3 9 2 1 MT C M 3 9 2 2 Each time the document is opened enne nennen nnne entere 64 3 9 2 3 Only when a
4. 3 9 1 Document Expires The date or number of days from which the document is no longer available to use You can choose both an expiry date AND a number of days from first use and whichever option is reached first will cause document expiry 3 9 1 1 Never Select this option if you do not want the document to expire The document continues to be viewable even after the customer account expires This is typically used for a book 3 9 1 2 At Date Select this option if you want the document to expire on a specific date Select the date you require from the pull down calendar list box As soon as this date is reached the document can no longer be viewed regardless of how long the customer account is valid for Please see Chapter 12 Time and Date Controls for further information on how document expiry is calculated with respect to UCT time 3 9 1 3 After n days from first use Select this option if you want the document to expire after a number of days since it was first viewed This option is useful for giving away time limited trials of your documents Select the number of days you require or enter a value in the box As soon as this value is reached the document can no longer be viewed regardless of how long the customer account is valid for The time the document is first opened is also taken into account so if you set expiry to be 1 day and the document is opened at 3 30pm then it will not expire until 3 30pm the ne
5. Chanae number of views gt Change number of prints Event log 10 02 2014 16 33 34 USB account created USBID 001CCOEC34C9FBB037 1925FD Diagram 86 USB Details Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 171 of 225 lt gt Lodkdizard 4 12 1 1 4 12 1 2 4 12 1 3 4 12 1 4 4 12 1 5 Name Email amp Company By default the USB ID is displayed in the Name field You can change this information to that of a user name if you want to associate a particular user with a USB device You may also want to populate the email and company fields with their details since this information will be picked up by the Viewer when using dynamic watermarking USB ID USB 001CCOEC34C9FBB0371925FD This field displays the USB serial number It is for information purposes only and is used to identify a USB device A user may require it to be able to identify their device if you need to update the documents they are authorized to use Status This field shows when the USB account was created and if the account is enabled or suspended Start Date Because users do not have to register USB devices setting a start date has no meaning because it does not stop users viewing documents before this date has been reached However it is used when documents have been protected to publications that have the obey start date selected Restrict IP You may want to enter an IP addres
6. Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 189 of 225 lt gt Locklizard 7 1 24 2 Forwarding a license email address You can enter a monitor email address on the admin system so that you will receive a copy of all license file emails that are sent to your customers You may want to use this function if a large number of your customers are not receiving their license file emails so that you do not have to use the save users license file to disk option every time Instead you can simply forward them a copy of their license file by email 7 1 24 3 By automated means This can be achieved using the eCommerce integration function Get customer license file This request enables you to display the license file that is sent to a customer on a web page so that it can be immediately available to your customer rather than them having to wait for an email to arrive before they can use the information How this information is presented to your customer depends upon your own house style but you could put a button or link to your web page like Save File so your customers can save the license file to disk Note that the eCommerce integration function is available for separate purchase 7 1 24 4 Getting the system to resend the license email Use this option if the customer received their license email but deleted it by mistake Check the resend license file checkbox in the License File secti
7. CIDR format 1 2 3 24 Start End IP format 1 2 3 0 1 2 3 255 You can also specify a comma separated list 1 2 3 0 1 2 4 Diagram 72 Restrict IP globally You can use this feature in conjunction with the Restrict IP option on each user s account For example you may want to restrict license registration and document use to your company IP address on a global basis as specified here but allow specific users or third parties to register and use documents outside this IP address range In this case you would enter the IP address you want to allow for each user on their individual accounts Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 158 of 225 lt gt Locklizard 4 9 5 4 9 6 Secure Viewer Check the Enforce viewer update checkbox if you want to make sure users are using the latest version of the Viewer software You may want to do this for example if a new feature or bug fix is available in the latest Viewer that would be of benefit to you as a publisher or to your customers Secure viewer settings v Enforce viewer update Windows Viewer version 2 6 34 ver version 2 5 74 iOS Viewer version 1 0 16 Android Viewer version 1 0 2 Diagram 73 Enforce Viewer updates If this box is checked then when the Viewer next connects to the Internet say to obtain a document decryption key or perform a verification check then the user will be prompted to downlo
8. every n days they will no longer be accessible once the validity check has taken place e For documents that were published with enforce an internet connection set to never they will continue to be accessible e ifa customer re registers their Viewer license after their account has expired then documents will no longer be accessible e Any new documents you publish will no longer be accessible even if the customer has been granted access to the document or publication If you provide subscription services you may want customers to be able to continue to access documents they have purchased during the subscription period even after their subscription has ceased If this is the case you will want to set the customer account to never expire and instead control expiry to the publication s See Publication Expiry for more information Never Expires If you choose the never expires option then the customer account will never expire Expiry settings interact with the validity dates that are set on customer records Asa result the rules have different implications depending upon the settings of both customer and document start and end dates including never expire which are summarized below Please be aware of the relationship of these settings when choosing start and end dates for both customers and documents Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 96 of 225 lt gt Loc
9. exported to a CSV file Latest activity logs Date 07 13 2010 21 36 51 07 13 2010 21 35 12 07 13 2010 21 34 46 07 13 2010 21 34 38 07 13 2010 21 34 08 07 13 2010 20 06 11 07 13 2010 20 05 16 07 13 2010 19 52 25 07 13 2010 19 52 25 07 13 2010 19 52 13 07 13 2010 19 52 13 07 13 2010 19 30 04 07 09 2010 21 04 00 07 09 2010 21 00 34 07 09 2010 17 59 06 07 09 2010 17 58 17 07 09 2010 17 54 17 07 09 2010 17 33 12 07 09 2010 14 37 18 07 09 2010 14 34 31 07 09 2010 14 34 00 07 09 2010 11 04 12 07 09 2010 11 02 26 07 09 2010 10 34 40 07 09 2010 10 34 35 07 09 2010 10 21 09 07 09 2010 10 19 48 07 09 2010 10 08 03 07 08 2010 20 22 58 07 08 2010 20 21 52 Action Administrator login support locklizard com Added new publication Stock Shocks Removed publication Apple Added new publication Money News Removed publication Test publication Document 7 14 published expires url 5daysbefore 10daysuse Document 7 13 published print log enabled limit30 Set customer license delivery no Set customer license delivery yes Set customer license delivery yes Set customer license delivery yes Document 7 12 published printvm image behind Added new publication Apple Added new publication Test publication Customer account edited Steven Jones sjones ibm com Customer account edited Steven Jones sjones ibm com Document 711 published viewersize pagesize enforce Customer account edit
10. 2 Form filling annotations and screen readers are not supported 3 Windows print screen is disabled by default and cannot be used by any programs while the Viewer remains active 4 Print to file drivers for example Acrobat distiller or One Note cannot be used when printing through the Viewer application To protect a PDF file s In Windows File Explorer right click on the file s that you want to protect and then select Make secure PDF from the pop up menu that is displayed Organze v es Open with Adobe Reader X Print E ma New folder W Favorites cS BE Desktop h 4 v3 pdlt di Downloads Do E Recent Places Bro a oho Ace dk Syre Be Open Ho 7i Libraries Hi dimin Install Safequard v3 pdt Print S safeguard v3 Differences pdf LS M Computer E Safeguard Viewer v26 pdt Er Make secure PDF amp Local Disk C TE Ssteguard v3 pdt ca OS E SX Safequard Entesprise v4 paf Properties 1200 KB com Backup Drive F TE Safeguard version 3 standard edition publishers pdf eeano EUNDO a RECOVERY G em ADATA UFD H Diagram 12 Protecting PDF Files Make secure PDF context menu in Windows File Explorer You can also protect PDF documents by choosing the Protect Documents option from the Windows Start menu gt Programs gt Locklizard gt Safeguard gt PDF Writer Enterprise menu Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 39 of 225 lt gt Locklizard
11. J LockLizard ad Safeguard d PDF Writer Enterprise i About B Administration System Batch Document Upgrade Change Account Password 4 Protect Documents Protect to USB Protect to WEB Proxy settings Quick Start WE Remove Keystore 9 Uninstall Diagram 13 PDF Writer menu This will bring up a browse dialog where you can select the PDF documents you want to protect fj Select your PDF Files Libraries Look in PDFs 0f rem Qu Name Date modified e YE LivecycleES4test pdf 14 11 2013 19 22 Recent Places 141 ivecycleESAtest pdf_LLOptimized paf 26 06 2014 15 13 4 u LockLizard Secure PDF Writer v3 pdf 04 12 2013 15 17 u LockLizard Secure PDF Writer v3 pdf opti 18 03 2014 14 03 Desktop T Miele CVA620 a pdf 28 06 2013 12 24 exe T Miele CVA620 a pdf_LLOptimized pdf 23 05 2014 20 11 m T Miele CVA620 a Protected by docTrackr pdf 30 04 2014 17 44 Miele CVA620 Protected by docTrackr pdf u nitro pro 9 user guide en pdf IL u Safeguard customer FAQs for publishers pdf 29 02 2012 21 53 30 04 2014 17 38 04 06 2014 14 40 Computer b Safeguard Overview pdf 25 01 2013 15 44 BL Safeguard Overview pdf_LLOptimized pdf 23 05 2014 20 33 a i shower 758 pdf 27 06 2014 12 05 Neon SL cITECORE 0217212 nef 0412 2013 00 05 File name Files of type PDF Files pdf Type Adobe Acrobat D Adobe Acrobat D Adobe Acrobat D Adobe Acrobat D Adobe Acrobat D Adobe A
12. See more about LockLizard Licensing EJ Diagram 9 Safeguard Writer Registration Email Follow the instructions in the email to register A message dialog confirms successful registration Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 35 of 225 lt gt Loddizard M Thank you LockLizard support locklizard com You have successfully registered Lizard Safeguard PDF Writer Diagram 10 Successful registration message If you are not connected to the Internet at the point of registration then you will receive an error message and you will have to start the process again NOTE Backup your license file Please make sure you retain a copy of your registration email in case you need to recover the system after a disk crash or when updating to a new system when you will need to register again 2 4 1 Web based email systems and registration With web based email systems where you view your emails through a web browser you will need to save the license file to disk on your own computer before registering To do this click on the license link in the Register the Writer section and choose the option Save File You can then double click on the license file llw file so that the license process can be executed locally Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 36 of 225 lt gt Lockdizard 2 4 2 Firewall messages displayed
13. Viewer and secure PDF document copy protection solution for USB sticks It can be used as a completely offline solution no Internet access required and since secure documents are locked to USB sticks rather than to specific computers they can be used anywhere Safeguard PDF Portable provides real zero footprint security nothing is loaded onto or installed in anything on a user s computer system The PDF USB Secure Viewer software runs directly from the USB stick working in exactly the same way as the secure Viewer that requires installing on your computer Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 222 of 225 lt gt Locklizard Publishers purchasing Safeguard PDF Portable for USB can distribute any combination of secure Viewers secure documents and keystores on USB sticks offering publishers and users novel and significant flexibility in both distributing and using DRM controlled documents USB sticks can be updated on the fly after distribution Protect to USB New Project File Options Help File name Source path Status v 4 computer Refresh questionnair E PDFs Ready v d Safeguard Overview 400 pdc E PDFs Ready V 9 Safeguard_customer FAQs for E PDFs Ready Q Add files Files 3 Total Size 828 KB Media Drive Space Model File system Status Hardware ID ADATA UFD H 2 61 GB free of 3 66 GB ADATA ADATA U
14. Welcome Welcome to the installer for LockLizard Safeguard PDF Writer Enterprise 4 0 24 This will install Lock Lizard Safeguard PDF Writer Enterprise 4 0 24 on your computer It is strongly recommended that you exit all Windows programs before ff you have any other programs running please click Cancel close the Otherwise click Next to continue Q Lockizara dk Diagram 1 Safeguard Writer Setup Wizard E LockLizard Safeguard PDF Writer Enterprise 4 0 24 Setup a om Safeguard Enterprise PDF Security License Agreement Please read the following License Agreement You must accept the terms of this agreement before continuing with the installation LOCKLIZARD PUBLISHER LICENSE AGREEMENT ei This license agreement is the contract between LockLizard Limited LockLizard a company registered in England and Wales No 5117542 and any person or entity that is making use of a LockLizard product for the purpose of protecting files using LockLizard software This is the sole agreement and the user accepts it as binding by the act of using the LockLizard product or any part thereof in any manner including but not C lagree to the tems of this license agreement 9 Ido not agree to the terms of this license agreement gt Locklizard a Diagram 2 Safeguard Writer License agreement om Safeguard Enterprise PDF Security Installation Folder Where would you l
15. lt gt Locklizard Click on the Export Documents link from the left column of the Documents Tab Export documents Export All Documents hd Diagram 67 Export Documents 4 8 10 1 Export From this pull down list box choose the type of document records you would like to export The options are as follows e All displays all documents 4 8 10 2 Export File Format From this pull down list box choose the file format you would like your document information to be exported to The options are as follows e Plain CSV exports information as a CSV file e Zipped CSV exports information as a ZIP file with the contents in CSV format You may process the information provided in any suitable spreadsheet application Select the appropriate options corresponding to the data you want to export and then press the button Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 152 of 225 lt gt Locklizard The following information is exported e Document ID e Document Title e Published date e Expiry never date or x days after first use e Status valid expired suspended e Validity check never x days every time after x days then never again e Print allowances none unlimited x copies e View allowances unlimited or x views e Publication the document was protected to Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd
16. By default the image is completely visible Display Watermark on top of behind PDF Content Select from the pull down box whether you would like the watermark image displayed on top of the PDF content or behind it If you select the on top of option then the image will obscure the PDF content If you select the behind option then the PDF content will obscure the image Don t add Watermark on first page Check this box if you don t want a watermark to be displayed on the first page of your document You may wish to select this option when the first page is the cover page and for presentational purposes you don t want it watermarked Press the button if you want to see what the image watermark will look like when the document is viewed printed Please note that image opacity settings will always be shown at full opacity on the preview screen You may wish to publish your documents and then view print them in order to change the Opacity parameter to reflect a suitable image for viewing or for printing You may need to experiment with the combination of these parameters to arrive at a combination that is artistically suited to your own requirements This may vary from document to document depending on the content Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 80 of 225 lt gt Locklizard 3 12 Publishing your PDF document s securely Once you have chosen all th
17. In order to achieve this you will need to restrict access to the Locklizard Licensing server based on IP address You will need to install the Locklizard Administration system on your own server and make sure that the server only permits access from and responds only to connections from the public IP addresses you have specified So if a user at Company A sent his license file to a user which is located at a LAN WAN that does not use an authorized IP address then that non authorized user would not be able to register the license at his own workstation because he would not be able to access the Locklizard licensing server Please make sure that the IP addresses you specify are PUBLIC so that they cannot be emulated public IP addresses are ones that are registered with the Network Information Centre NIC How can I get users to open PDC files in the browser without having to save them to disk first This setting can be set manually or by running a file that changes the Windows registry settings Changing settings in the Windows registry If you are using the Safeguard system internally then most likely you will want to use this option Two files are provided for this purpose PDCFile_no_confirm_after _download reg running this file causes IE to always open the file from the browser without asking to save it PDCFile_default_confirm_after_download reg running this file causes IE to ask the user to open save the PDC file This is the def
18. The options available for both viewed and or printed watermarks are the same but the settings you apply may be different for each selection Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 74 of 225 lt gt Locklizard 3 11 3 Text Watermark Select options in this tab if you want a text watermark to be shown on the document Check the Add Text Watermark box and then in the field below type in the text you want displayed up to 255 characters in length In addition to adding custom text you can also add dynamic system variables user name company name publisher name and date time and these are described below 3 11 3 1 System Variables Dynamic system variables can be inserted anywhere in your custom text by selecting the EF button at the point where you want the system variable inserted and then choosing the variable you want to insert System variables are replaced by information taken from the Viewer keystore when the watermark is displayed You therefore only need to protect a document once to provide custom watermarked text that is unique to each individual licensed user User name Displays the registered user name this is the name of the user authorized to view the document User company Displays the company name if available of the registered user this is the company name displayed on the administration system for this user User email Displays the registered user
19. mm dd yyyy Valid unti 10 06 2014 SS mm dd yyyy unlimited Change Diagram 49 Customer Account Batch Changes The following facilities are available e Add extra licenses e Change account validity start and end dates e Delete customer accounts that have expired are suspended not registered e Resend registration email e Grant document access to one or more documents e Grant publication access to one or more publications Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 129 of 225 lt gt Locklizard 4 7 Publications Publications are best used when your customers are taking a regular supply of documents daily weekly monthly etc or a complete series of documents such as a training course By allocating documents to a publication you are simplifying the administration of accessing the document by your customers This is because any customer associated with a publication can automatically use all the documents that are associated with that publication without them having to connect to the Administration server to retrieve new license information It therefore avoids you having to allocate individual documents to each customer entitled to make use of them The administration functions provided are e Create publications e Delete publications e Search for publications e Export publication records To add manage or export publications click
20. still have to be sent or have made available for download the actual documents before they can use them Clicking on the View link from the Customers column will show you which customers already have access to a publication Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 98 of 225 lt gt Locklizard Customer Access for Financial Monthly Filter P Show with access Sort by name Show atleast 25 records All Check Uncheck Invert With all checked Aaron Plum designbrai Design Brain 8069 not registered enabled valid from 04 10 2014 Yes unlimited access Robert Paulson robert nccent org NCC Enterprises 8068 not registered enabled valid from 12 05 2013 Yes unlimited Diagram 32 Customers with publication access Clicking on the View link from the Documents column will show you what documents were protected to a publication Documents in publication Financial Monthly v ID Title Published Expires 13751 D3100 EN 10 02 2014 21 48 17 13750 LockLizard Enterprise PDF DRM Writer v4 10 02 2014 21 48 10 Diagram 33 Documents published to a Publication 4 2 9 Set Document Access Click on this link to select the document s that you want this customer to be able to access i e documents that this customer has purchased You only need to select documents here if you want to grant individual document access to documents if
21. within that publication If you decide to give non publication users direct access to documents that have been published to a publication then they will also be able to view all of the other documents in that publication assuming they can get hold of them We strongly advise publishers not to grant direct access to a document that has been published to a publication If you wish to do this then you should protect it again as a standalone document You can then give users access to that document without granting access to an entire publication Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 61 of 225 lt gt Locklizard 3 9 Expiry and Validity Tab Here you set the date from which your document is no longer available to the customer to use and specify how often your customers must connect to the administration licensing server to verify license controls 4 Locklizard Safeguard Enterprise PDF Writer Document Expires never Flat 07 12 2014 7 after E E days from first use Verify Document Access 9 never each time the document is opened only when an Internet connection is available every on 6 days Grace period 0 S days after 10 5 days and then never again Diagram 22 Expiry and Validity tab lt gt Locklizard Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 62 of 225 lt gt Lockdizard
22. Devices with custom ROMs are not supported Note that some cheaper Android tablets come loaded with custom ROMs by default and the Viewer will not run on those devices Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 24 of 225 lt gt Locklizard 10 Running the Viewer from an emulated device i e emulated Android OS on a desktop computer is not supported You should bear these in mind if your customer base includes mobile OS clients If your customer base does not include mobile OS clients then you may want to consider using the option in the Writer software Disallow use on Macintosh operating systems Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 25 of 225 lt gt Locklizard 1 10 Safeguard Enterprise and internal company use When this manual was prepared it was written from the point of view that you are a publisher and that you are selling documents ebooks subscription services and so on to customers either as individuals or as corporate bodies This does not mean that Safeguard Enterprise can only be used in that context Many of our customers use Safeguard Enterprise to protect internal documents that have controlled circulations including being able to control their use externally by business partners where that is appropriate When it is used internally the publisher role becomes the document manager or document administr
23. Each time a customer registers a license the number of available licenses for their account is decremented by 1 If you originally set this field to 1 when you set up the customer account when the customer registers the licenses field reduces to 0 As a result the customer will not be able to register using that license again This stops customers from sharing their license code information with others because they can only register the number of times that they have been licensed If a customer requires another license at any stage purchasing an additional use perhaps then you can of course enter a new value in this field so that they can register their license again NOTE Re using licenses Safeguard Enterprise can be re installed on the same computer without you having to issue your customers with an additional license When your customers re register with the old license details the Viewer software checks with the Administration server certain details and lets the license be re used if it is on the same computer However if they rebuild a computer it may be necessary to issue them with an additional license Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 94 of 225 lt gt Locklizard 4 2 5 Start Date This is the day on which a customer account becomes available to use Start Date 04 13 2010 mm dd yyyy If you set this date to some time in the future then the customer will not
24. IP link Then enter the IP address or range of IP addresses for your company Global Restrict IP miann Network ranges can be specified as o Wildcard 1 2 3 CIDR format 1 2 3 24 Start End IP format 1 2 3 0 1 2 3 255 You can also specify a comma separated list 1 2 3 0 1 2 4 1 1 2 5 Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 195 of 225 lt gt Locklizard 7 1 37 How do I see how many times a user has viewed a document Firstly you need to have logging enabled for the document Printing amp Viewing Tab of the Writer Software gt Log Document Views From the Documents Tab select the appropriate document and then click on the button to show the document properties as shown below Protected document details Document Information Title DESIGN Creation of Artifacts in Society 1D 13828 Published 10 06 2014 20 12 46 Validity check each time the document is opened Print enabled and unlimited Title DESIGN Creation of Artifacts in Society Print yes all Print unlimited Thin client env not allowed Macintosh use yes View Watermark none Print Watermark none Display settings page view continuous page size actual size default page 1 Description Monthly Financial Report View customers with access OL of feveee access d View document open history b View document erint history Select the link V
25. OK amp J Suspend or Activate License You have not purchased the use of this feature Please contact sales Glocklizard com if you wish to add it as an option Manage Access e Set Publication Access B Set Document Access Change number of views Change number of prints Event log 09 24 2014 13 36 26 Web Viewer Access enabled 09 24 2014 13 36 26 account created 1 license s Diagram 39 Customer Account details Safeguard Enterprise Writer v4 0 Revision 1 24 62015 Locklizard Ltd Page 111 of 225 lt gt Locklizard 4 4 3 1 4 4 3 2 4 4 3 3 4 4 3 4 Name amp Email Name Ben Charmers Email bcharmers bluebell com The Name and Email fields are used to identify who the customer is The email field is the unique user identity You cannot have more than one user account with the same email address Company Company Bluebell If you have entered a company name then it is displayed here Notes Notes Subscription customer for Finance Monthly If you have entered any notes then they are displayed here They are not used elsewhere in the system Notes can be created modified and deleted ID This field is for information purposes only and can be used in conjunction with the ecommerce system to identify a customer account since actions are performed using the Customer ID rather than the customer name email You may also find this fi
26. Page 153 of 225 lt gt Locklizard 4 9 Settings From the Settings tab you can set or change your support and monitor email addresses and choose how license files will be delivered The administration functions provided are Change the support email address Set a monitor email address so you can receive a copy of all license emails that are sent by the system Prevent license emails being sent out useful if you use the eCommerce integration module and display license information on a web page Send license files as a link or as an attachment to the registration email Restrict registration to an IP address or range of IP addresses on a global basis Enforce viewer updates Configure SMTP settings Information regarding current settings is displayed in the right hand pane Current settings Support email support locklizard com Monitor email n a Send customer license by email yes Email license file as attachment External SMTP server no Diagram 68 Current Email Settings 4 9 1 Set Support Email You should use this function to set up your standard support email address so that your customers will be serviced correctly Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 154 of 225 lt gt Locklizard When you create customer accounts your customers are sent an email a registration email that contains their license file and a link that allows
27. Publication Access From this dialog you can see which customers currently have access to a publication and grant or revoke individual customer access By default only customers with access to the selected publication are displayed With access is displayed in the Show pull down list box Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 133 of 225 lt gt Locklizard 4 7 2 4 Granting Customer Access to a Publication To grant a customer access to a publication select the All option from the Show pull down list box so that you view all customer accounts and then select the customer s you want to grant publication access to Then from the With all checked pull down list box select the customer access interval to the publication Grant Unlimited Access grants access to the publication with no expiry Select this option if you do not want access to the publication to expire Grant Limited Access grants access to the publication with expiry Select this option if you want access to the publication to expire If you choose this option then the date range fields will appear where you can enter a start and end date for accessing the publication The dates you enter here will determine the time frame that this publication is made available to this customer Customer Access for Financial Monthly eg Filter Show with access Sortby date Show atleast 25
28. Regardless of the number of licenses you have given your customers they will always register the Viewer using the same license file so they are not sent additional license files even if they have been allocated additional licenses The license count is decremented by one on the server each time your customers register on a new computer Re registering the Viewer software on a computer that was previously registered does not decrement the license count see also Upgrading Computers Please recall that global controls such as number of views and number of prints apply at the customer level and not at the installed license level License Save License to File g Save license to file Since the email is sent by an automated server some SPAM filtering systems may block this and prevent the email from getting through If this happens you will have to re issue the customer license manually Click on the Save license to file link in order to save their license file to disk You can then manually email the file to your customer or if you are using the system internally save it to a network drive for later use Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 115 of 225 lt gt Locklizard 4 4 3 11 4 4 3 12 Resend Email License File Resend 7 email license file OK Select this checkbox if you want the registration email to be resent to your customer You might want to select this opt
29. data field represents can be downloaded from www Locklizard com downloads sample data pdf Send License Registration emails Check this box if you want to send license registration emails to all of the customers you are importing Send Web Viewer login info emails Check this box if you want to send Web Viewer login emails to all of the customers you are importing This option is only relevant if you are giving access to the Web Viewer when importing customers Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 102 of 225 lt gt Locklizard Once you have browsed for the CSV file containing your customer information press the button to complete the process When the import has taken place a message will be displayed telling you how many customer records were imported For each customer record that is imported a customer account will be created and license files will be automatically emailed to each customer s email address Where errors have prevented the import of a customer record you will be notified of the record number s that failed and the reason for rejection If a customer record already exists with the same name and email address on the administration system then the addition of that record is rejected Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 103 of 225 lt gt Locklizard 4 4 Administering Customer Accounts Here you
30. default access rights Controlling staff customer records You will likely want to control staff customer records closely Whilst Locklizard calls the staff customers some of the people you may be sending controlled documents to may be outside of your organization and are more like real customers than internal staff You can use the customer record to hold the information about the member of staff or external recipient The name and the email address are going to be the most important fields in the record since they are unlikely to change very often if at all Because you are using the system to demonstrate internal compliance you will want to have logs of who has accessed documents and when they did so To achieve this level of logging you will need to specify that staff must be online to the Administration server which will be either on your internal network or be hosted by Locklizard on your behalf This has the benefit that you can also suspend or revoke customers or documents at any time and with immediate effect Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 209 of 225 lt gt Locklizard 11 4 Controlling individual documents 11 5 The fact that you have allocated a document to a publication doesn t mean that only staff given access to that publication can view it You can also allow others to have one off access to any documents that you have protected And you c
31. document s Do remember that the option you choose here overrides the original settings Grant Access grants access to the document s using the original expiry settings you chose when you protected the document Grant Unlimited Access grants access to the document s with no expiry Select this option if you do not want access to the document to expire Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 120 of 225 lt gt Locklizard Grant Limited Access grants access to the document s with specific start and end dates Select this option if you want access to the document to expire on a specific date If you choose this option then the date range fields will appear where you can enter a start and end date for accessing the document see diagram 43 The dates you enter here will determine the time frame that this document is made available to this customer Set Document Access for Ben Charmers Filter Documents All Show at least All Check Uncheck Invert With all checked Grant Limited Access OK From 10 06 2014 fl Until 11 05 2014 FEE mm dd yyyy Title Sony UX522 ID 13797 Published 10 03 2014 23 39 29 Status valid Expires never Direct Access yes 13796 10 03 2014 23 39 28 valid Diagram 43 Grant Limited Access document access date range Do remember that if you chose the Grant Limited Access option then the dates you en
32. eernenn nennen annnm nn nanus ausa sn anu a sa IE aas aS Ra se sas ua ma sm uaa 28 2 1 PRE REQUISITES 1 2 nicnestcus Dres uda criu ccv Quad a d RE datada daadaa ERN RA ou NER NER RUE BR D ew 28 2 2 INSTALLING THE WRITER eren nnns nnnm natnm nam na sua a nana Dua sa sR uS IRA Ra sR RR Rum Ra sa uan 28 2 2 1 Disabling Automatic Updates ccssssccssssccceseseecesssceeesssceeescseeeeseseeeessseeeeseseeessesceesseseeeeseseeeeseseeeesees 31 2 3 PROXY uw oe 32 2 3 1 Automatic configuration script ccssccccssscccessecccesessecesssseeescseeesssceeesssesessseeesssesesseeeesseeeeeaseneeeeseaees 33 2 3 2 Proxy server manual entry settings sssssscccccessssssssceeeeeessssssseeeeseessssssceeeseessssssceeeeessssessseeeesensseeaes 2 4 REGISTERING THE WRITER wisssiatsscesnessersacsncssactecscaccsssctscassincscessestesstecetiuasssttanvanisicsscrstie 2 4 1 Web based email systems and registration 2 4 2 Firewall messages displayed during registration eeeeeeeeeee esee eese eene nennen ennemis ennt nnn 37 CHAPTER 3 PROTECTING PDF FILES reeeeeeeeeee eene en nnns nana n anna sunu n anna anui 38 3 1 PRE REQUISITES eon saiusn ves ka nda adn gu kan axE iu RR unn SEU LS cud Kinna war Nun ER E duran NR E AS E danaa a daa anian 38 3 2 MAXIMUM FILE SIZE SIZES SUPPORTED eene nnnm nn nnn nn nanus una an nasa uan am na sauna 38 3 3 PROTECTIN
33. from the With all checked pull down list box select the revoke access option and then press the button IMPORTANT NOTE Revoking publication access Once you have revoked access to a publication then if the customer in question is accessing documents that required them to connect to the Administration server those documents will no longer be viewable since there are no records to authorize against If the customer in question is accessing documents that do not require them to connect to the Administration server then those documents will continue to be viewable by that customer regardless 4 7 2 6 Viewing Documents published to a Publication To see which documents have been published to a publication click on the View link under the Documents column as shown in diagram 47 Documents in publication Financial Monthly ID Title Published 13751 D3100 EN 10 02 2014 21 48 17 13750 LockLizard Enterprise PDF DRM Writer v4 10 02 2014 21 48 10 13823 Sony UX522 10 06 2014 18 17 16 13822 LockLizard Enterprise PDF DRM Writer v4 10 06 2014 18 17 15 Diagram 55 Documents published to a publication Oor You cannot remove documents from a publication Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 135 of 225 lt gt Locklizard 4 7 2 7 Deleting Publications To delete existing publications check the box next to the publication With all checked Delete w button na
34. graphical summary of your customers and documents 4 10 2 Reports This section enables you to generate reports that contain information on your customers documents and publications You can export this information to a CSV file and or print it Reports 22 Customers B Documents Publications Diagram 77 Reports 4 10 2 1 Customer Reports Clicking on the Customers link will display the following dialog Customers Report Search by 5 Sort by Show atleast 25 records Show only customers OK ID Name Status Company 8088 Ben Charmers bcharmers bluebell com registered at 10 06 2014 20 07 53 enabled Bluebell 8069 Aaron Plum aaron designbrain com not registered enabled Design Brain 8068 Robert Paulson robert nccent org not registered enabled NCC Enterprises 8067 Monty Jones jonesy v3dev com not registered enabled V3 Development 7995 test2 iopiop2 iop com registered at 09 19 2014 15 07 40 enabled iop 7973 Vtest 1 iopiop1 iop com registered at 09 17 2014 14 57 22 enabled Top CSV Export Print Page Pages 11 Diagram 78 Customers Report The following options are available from the Show only customers pull down list box e All customers e Customers added in last week Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 164 of 225 lt gt Locklizard 4 10 2 2 Customers that can access document X Customers that can
35. in the Writer software Disallow use on Macintosh operating systems Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 23 of 225 lt gt Locklizard 1 9 Safeguard Enterprise and support of iOS amp Android Clients Mobile operating systems do not offer the same environmental controls as are available on the PC In the main available system controls are similar to those of Mac computers and publishers should be aware of the following 1 Printing is not supported 2 Preventing print screen or third party screen grabber utilities is not supported on iOS devices 3 Watermarking e Watermarks are always displayed on top of the PDF content e Adefault system font is always used rather than the font you have specified e Font size color and styles bold and italic are supported e Custom positioning of watermarks manually moving the watermarks to an exact page position are not supported 4 Display settings set in the display settings tab of the Writer program are ignored 5 External file links e Links to local files are not supported e URL links are supported 6 Custom branding optional extra is not supported No image is displayed in the Viewer toolbar 7 Just like the Windows Viewer only static PDF files are supported animations annotations and attachments are not supported 8 Jailbroken and rooted devices are not supported for security reasons 9
36. license reuse From 86 168 110 3 00 1D 09 7A 5E 51 202387019314 01 15 2010 12 25 38 Registration successful From 86 168 109 3 00 1D 09 7 A 5E 51 202387019314 01 15 2010 12 25 29 account created 1 license s Diagram 46 Event Log The event log shows a history of the customer account Information recorded is as follows when the account was created how many licenses were initially allocated when the customer registered their license s if there have been any failed attempts to register tried to register a license when one was not available if a license has been re used registered again from the same computer the IP and MAC address es involved whether the account has been enabled disabled whether any extra licenses have been allocated Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 125 of 225 lt gt Lockdizard 4 5 Exporting Customer Accounts This facility is provided to allow you to extract information pertaining to your customers that is held on the administration database This information is especially useful if you are running Safeguard internally and system administrators are installing and registering the viewer software on behalf of users since licenses can be activated using information from the CSV file that is generated Click on the Export Customers link from the left column of the Customer Tab Export All Custom
37. lt gt Loddizard Safeguard Enterprise Secure PDF Writer Product Manual for Windows Version 4 Revision 1 24 www Locklizard com Table of Contents CHAPTER 1 INTRODUCTION ssssssnssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnennnnnnnnnannannannnn 10 1 1 SYSTEM OVERVIEW soucie 10 1 2 ENCRYPTION AND HOW IT IS USED nnne nnne a n nanna 14 1 3 EXPIRING AND REVOKING CUSTOMERS PUBLICATIONS AND DOCUMENTS nnns 16 1 3 1 Instant revocation for distributed documents and persistent version control eese 16 1 4 COMPLETE OFF LINE PROTECTION AND CONTROLS ene nnn ennemi nn nnnm na nn nnnas 18 1 5 CUSTOMIZABLE MESSAGE TEXT amp SPLASH SCREEN eere eene earns 18 1 6 M ATERMARKING 5 sacsntccciecnctersetates vene ora rR aree Paaa Miaa Ae Aaaa RA U USE UNE NATURE S sanaire aeaaeai 19 1 6 1 Selecting suitable watermarks eeeeeee esses esee eese nennen eee tn nnns enn nns naaa 20 1 7 SAFEGUARD ENTERPRISE FEATURES eene nn nnn nn nana nn aan natn uan ansa sa aan n anna sauna 21 1 8 SAFEGUARD ENTERPRISE AND SUPPORT OF APPLE MACINTOSH CLIENTS 23 1 9 SAFEGUARD ENTERPRISE AND SUPPORT OF IOS amp ANDROID CLIENTS 24 1 10 SAFEGUARD ENTERPRISE AND INTERNAL COMPANY USE eene nn nnn nnns nnn nnn 26 CHAPTER 2 INSTALLATION
38. lt gt tele Diagram 15 Customization tab Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 41 of 225 lt gt Loddizard 3 4 1 File being processed 3 4 1 1 3 4 1 2 3 4 1 3 3 4 1 4 Output Folder Enter or browse to the folder where the protected PDF document s will be saved The default filename is the same as the PDF file you are protecting but with a PDC file extension You can change the file name later if you wish Title Here you MUST enter a title for the PDF document you are protecting The maximum length of this field is 100 characters The title you enter here is displayed on the Administration system and is used to identify the document Therefore it should be unique By default the filename is displayed minus the file extension but you can change this to any text you want Please see Chapter 11 for choosing suitable titles if you do not have any internal standards or naming conventions Notes This is an optional field where you can enter a description for the document up to 200 characters in length for your own reference or for easier searching on the administration system It is not used anywhere else Add Document ID as part of the output filename Check this box if you want the document ID to be part of the output filename This is useful when working with Locklizard ecommerce integration commands where the document ID has to be quoted It is also useful if
39. of views Filter Sort by ID Show atleast 25 records ex All Check Uncheck Invert With all checked Change number of views w To 10 ex WATERMARKS 2 LockLizard Enterprise PDF DRM Writer v4 13583 09 26 2014 00 32 07 valid 5 WATERMARKS anatomydescripti1858gray 13582 09 26 2014 00 32 04 valid 10 Diagram 44 Documents with Limited Views Select the document s you want to change the number of views for type in the number of document views you now want to allow and then press the button Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 123 of 225 lt gt Locklizard 4 4 3 17 NOTE Changing the number of views This change can only be applied to documents that you have originally published with a limited number of views It is not a control that can be introduced after a document has been protected Change number of prints D Change number of prints Select this option to change the number of times a document can be printed by the selected customer This feature also enables you to see how many prints are left for a given document for the selected customer This feature is useful if say you only assigned a single print to a document and the customer claims they have not been able to actually print the document and you agree to reset the capability The screen below is displayed showing the documents for which this customer has a limited number of prints Change num
40. records All Check Uncheck Invert With all checked Grant Limited Access w From 10 07 2014 E until 10 08 2014 mm dd yyyy jamessilverton bixley com Bixly Corporation 8053 not registered enabled valid from 09 26 2014 Yes unlimited access Wendy Turner wturner penside com Penside 8054 registered at 09 26 2014 17 27 54 enabled valid from 09 26 2014 Yes unlimited access Diagram 54 Grant Limited Access publication access date range Any documents that are assigned to that publication will be viewable by this customer within the publication and customer validity dates The customer will still have to be sent or made available for download the actual documents before they can use them Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 134 of 225 lt gt Locklizard NOTE Offline access Do remember that if you have given a customer offline access i e there is no control requiring connection to the server to a publication that does not expire there is no point trying to change access restrictions later because the changes will have no effect 4 7 2 5 Revoking Customer Access to a Publication To revoke customer access to a publication select the With access option from the Show pull down list box to view all customer accounts with access to the publication and then select the customer s you want to revoke access Then
41. s email address Date and time Displays the current date time taken from the customer s computer this will be the date time when the document is viewed and or printed Date Displays the current date taken from the customer s computer this will be the date when the document is viewed and or printed Publisher Displays your company name and email address this is the publisher name displayed at the top of the administration system Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 75 of 225 lt gt Locklizard 31132 Font Settings Select the Aa button to specify the font size and type color background color and background transparency that you want to use TeXplus EX Color Text Color li cray AaBbYyZz Background Color white Script Westem This is an OpenType font This same font will be used on both your printer and your screen Diagram 25 Watermark font settings Note Selection of Transparent background Most likely you will want to select the Transparent background checkbox because visually you may not wish to have a white background as well as the visible text masking the PDF Content 3 11 3 3 Word wrap Check this box the default if you want text to be displayed without any hard carriage returns If you do not check this box then each field will be displayed on a separate line If you have added your own carriage returns then these wil
42. the Customer Tab click on the Batch Changes link Then choose the Grant document s access to all customers or Grant publication s access to all customers option Grant document s access to all customers Document s ID Select document s Select the document s publication s you want to grant access to How do give multiple customers access to a document or publication have just added From the Customer Tab select the Grant access to document or Grant access to publication option from the With all checked pull down list box Customer Accounts All Check Uncheck Invert With all checked Grant access to document w Select document s Then select the document s publication s you want to grant access to Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 194 of 225 lt gt Locklizard 7 1 35 want to delete all customer accounts that have expired Is there a quick way to do this From the Customer Tab click on the Batch Changes link Then choose the Delete customers whose accounts have expired option Delete customers accounts g Delete customers whose accounts have expired E Delete customers whose accounts are suspended Delete customers whose accounts are not registered 7 1 36 How can I ensure only users within my organization can register licenses From the Settings Tab click on the Restrict
43. them to download the free Viewer software This email displays the following text If you have any difficulty registering the product please contact the document owner at email address com This is the email address where your customers can send email if they have problems accessing protected documents that you provide This is also the reply address of the registration email If you want to change the from address where the email appears to be sent from please see SMTP settings Support email address E mail Diagram 69 Set Support Email Address Click on the Set Support Email link and enter the support email address for your company in the E mail field so that it will be displayed to your customers instead of the default one Then press the button The default support email address is the one that was used for the creation of your PDF Writer publisher account and is where your PDF Writer registration information was sent Please note that Locklizard Support automatically refer any end user queries to the publisher concerned and will not respond to them directly at any time IMPORTANT NOTE Support email address DO NOT set this address to support Locklizard com Customer requests for support must first go to you as the publisher before being redirected through to Locklizard support Direct requests from your customers to our support department will be sent back to you as the publisher You may prejudice you
44. they were not protected for all customers or to a publication Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 99 of 225 lt gt Locklizard 4 2 10 Set Document Access for Aaron Plum D3100 N 13751 10 02 2014 22 48 17 valid never o LockLizard Enterprise POF ORM Writer v4 13750 10 02 2014 22 48 10 valid never o Morton COLORCOM COLOR SYMBOLISM 13747 10 02 2014 17 24 14 vahd Diagram 34 Set Document access Check the appropriate boxes to select the documents you want to grant access to The expiry settings chosen when you protected the document will be used Once the user has been added you can change the expiry access period at a later stage by editing the customer record and selecting the Set Document Access link Send Registration Email Check this box if you want a registration email sent to your customer containing their license file 7 send registration email You may want to uncheck this box if you are using the ecommerce interface and intend to distribute license files via a web page or if you are using Lizard Safeguard as an internal solution and do not want to email users their license files since installation and registration of the Viewer software is to be performed by system administrators Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 100 of 225 lt gt Locklizard On pressing the Add custome
45. though you may be able to revoke access to documents that do have license checks There is one exception to this case which is if the customer user ever has to replace their keystore because every document on their license is then validated as if it is being opened for the very first time Instant revocation for distributed documents and persistent version control Safeguard Enterprise gives you total control over when your customers and or your documents expire Safeguard Enterprise enables you to manage your subscription base effortlessly by providing individual publication expiry ona user basis Your customers for example may subscribe to one of your publications for a year and all documents in that publication are accessible to them for a year After a year your customers will still be able to view their existing subscription documents but not any new ones that are published after their subscription period has ended unless of course they pay for another year s subscription Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 16 of 225 lt gt Locklizard In addition you can control document expiry Regardless of your customer s subscription to your publications you may have certain documents that are time sensitive and must not be viewable after a certain date This feature also lets you ensure that only the authorized or current versions of documents are used after publication because the o
46. two PCs in order to use it Customer Management If you sell books then likely you and your customer will expect that they can read it from now on Your customer is not going to expect to suddenly not be able to read the documents they have purchased So most of the time you are just going to license a customer to read your information forever Although there are features in Locklizard that allow you to suspend customers it s not likely that you will need to use them Copyright law as it stands today allows you control of your work for between 50 and 120 years after your death good for the family even if you don t personally benefit But people who buy a physical book expect to be able to read it at any time in the future just the same as if you have bought a painting you expect to be able to see it when it suits you So it s good practice not to try setting different rules unless there are very good reasons Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 202 of 225 lt gt Locklizard Chapter 10 How to use guide Large Publisher A large publisher is defined here as being anyone who is publishing one or more titles that appear daily weekly or monthly A large publisher is also an enterprise with a large book list If you are publishing a book list rather than periodicals or subscriptions the guide to small publishers may be more helpful This guide is oriented towards those whose bread and b
47. when you need to delete customer accounts from the system This may be because you were testing the product and have accounts you no longer need or it may be because they are no longer a customer user and should not have continuing access to your documents or publications A IMPORTANT NOTE Deletion of customer accounts Once you have deleted an account then if the customer in question is accessing documents that required them to connect to the Administration server those documents will no longer be viewable since there are no records to authorize against If the customer in question is accessing documents that do not require them to connect to the Administration server then those documents will continue to be viewable by that customer regardless This option is useful during testing situations when you may want to remove all customer test accounts It may also be used when you wish to synchronize a membership system once a quarter year rather than reconcile your own CRM system with the Locklizard Administration system If you choose to do this then please be aware that new licenses will be automatically issued to all the customer records that you then add when bringing the systems into line and that your customers will have to register their new license files because their current ones will no longer verify A IMPORTANT NOTE Deleted accounts cannot be recovered Please be careful when using the delete option as customer accounts are no
48. when you need to suspend a customer s account This may be because they have subscribed to your service but have not actually paid Any documents that require a connection to the server will no longer be viewable if a customer s account has been suspended Also new documents that are published will not be usable Customers cannot register if their accounts are suspended IMPORTANT NOTE Suspension of customer accounts Once you have suspended an account then if the customer in question is accessing documents that required them to connect to the Administration server those documents will no longer be viewable since their account is suspended If the customer in question is accessing documents that do not require them to connect to the Administration server then those documents will continue to be viewable by that customer regardless of server settings Once you have suspended a customer s account the text on the status field is shown as suspended in red font iode T changed to an button Activate Re enabling a customer account Choose this option to re enable un suspend a customer s account Once you have activated a customer s account the text on the status field is shown as enabled in green font and the button is changed to a button Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 106 of 225 lt gt Locklizard 4 4 2 3 Delete Removing a customer account There may be times
49. with some images but visible moir with others You can download variants of moir fringe patterns from our web site http www locklizard com Images moire images zip Some of them have been selected from inkjet and laser printer patterns as patterns revealed through analysis of the technique they have used to create print images We cannot guarantee that these patterns will prove universally successful at preventing pirates from printing an image and then scanning it with a high rate of success However watermarks of this type are in our view much more likely to cause problems with scanning systems than are normal pictorial images We recommend that publishers evaluate the patterns and methods that are most suitable artistically for their own products Watermarking options available in the GUI are described below View Watermarks Tab Select options in this tab if you want a watermark displayed when the document is viewed The watermark is applied to each page that is viewed Print Watermarks Tab Select options in this tab if you want a watermark displayed when the document is printed The watermark is applied to each page that is printed This is a recommended option to use if you allow your customers to print your documents It provides them with a usable copy to work from but does not create a situation where they can readily print and then copy or scan your documents to PDF format without the watermark being present
50. 10 3 E Log document views lt gt Locklizard Diagram 23 Printing and Viewing tab Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 67 of 225 lt gt Lockdizard 3 10 1 Printing 310 11 3 10 1 2 Allow Printing Check this box if you want to allow the document to be printed Users are automatically prevented from printing to Adobe distiller and other typical print to file drivers Be aware that if you do enable printing your customer is able to print a high quality copy which they can scan and read back in using OCR technology to produce a PDF version of your document It is therefore advisable that you also apply a watermark on printouts see watermark settings for additional information Limit number of copies to If you want to limit the number of copies customers can print then check this box and enter the number of copies allowed in the scroll box NOTE Internet connection required If you choose this option then your customers must be online to the Internet when they print the document in order to have the number of copies printed checked and reduced accordingly If the customer requests more print copies than are available then the number requested is reduced to the maximum number still available If the customer cancels a print after authorization then the print count is still reduced as if they had actually printed all the copies in that print command pri
51. 15 Locklizard Ltd Page 47 of 225 lt gt Locklizard 3 6 Environment Controls Tab Here you configure whether taking screen shots of your document is allowed or whether you want to apply enhanced screen capture protection You can also specify whether your document can be viewed in certain environments 9 Locklizard Safeguard Enterprise PDF Writer Standard screen grabber protection Add screen mask Enhanced screen grabber protection Allow screen capture Allowed environments Allow thin dient and virtual environments E Disallow use on Mac iOS amp Android Cen Diagram 17 Environment Controls tab lt gt Locklizard Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 48 of 225 lt gt Loddizard 3 6 1 Screen Capture 3 6 1 1 3 6 1 2 Standard screen grabber protection This is invoked by default and a wide range of third party screen grabber applications are prevented from taking screenshots of your documents This option works against a list of known screen grabber applications and also prevents the use of copy and paste Whilst the Viewer is running Windows Print Screen cannot be used with any application e Add screen mask Check this box if you want a screen mask image to be displayed on top of your document if the mouse focus is moved away from the Viewer window Using this option prevents using invoking screen capture applicati
52. 6183246 Diagram 47 Suspend and enable licenses 4 4 3 13 Web Viewer If this add on is enabled on your account then refer to the Safeguard Web Publisher manual Chapter 5 for an explanation of these features 4 4 3 14 Set Publication Access e Set Publication Access Select the Set Publication Access link to grant or revoke access to one or more publications The following dialog is displayed Set Customer Publication Access Publications Al v Sortby name y Show atleast 25 records poka Uncheck Invert With all checked Grant Unlimited Access OK Name Access Description Financial Monthly Yes unlimited access Monthly Financial Report Green Fields No of gold Money News No Latest news about the financial market pub 1 No publication no 1 pub 2 No publication no 2 Weekly Fishing No Weekly Fishinhg Magazine Diagram 40 Set Customer Publication Access Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 117 of 225 lt gt Locklizard From the With all checked pull down list box select the customer access interval for the publication Grant Unlimited Access grants access to the publication with no expiry Select this option if you do not want access to the publication to expire Grant Limited Access grants access to the publication with expiry Select this option if you want access to the publi
53. AA Publications Customer Can use all licensed products immediately Q lu3 Documents In the remainder of this section we discuss some of the general technical features of the Safeguard system and how these are used to provide security improvements over traditional licensing systems We also discuss some of the general interaction between expiry controls branding methods and watermarking techniques Throughout the manual when we refer to a Publisher we mean the organization that is protecting the PDF document for controlled circulation When we refer to a customer or user these are interchangeable They mean the authorized recipient of a protected PDF document In an IRM Internal Rights Management system these are internal staff or contractors of the Publisher In a DRM Digital Rights Management system these are the customers licensed to use documents Safeguard is a hybrid DRM system allowing it to be deployed for internal management use for operation with partners and contractors and with customers who are not part of any network or system Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 13 of 225 lt gt Locklizard 1 2 Encryption and how it is used Locklizard uses powerful US Government strength encryption AES 256 bit in order to protect your documents from being stolen or pirated Documents are encrypted with a unique random key generated at the instant moment the do
54. Email Company ID Status Diagram 60 Grant Document Access Select the Without access option from the Customers pull down list box to view all customer accounts that do not have access to the document and then select the customer s you want to grant access to Then from the With all checked pull down list box select the customer access interval to the publication e Grant Access grants access to the document s using the original expiry settings you chose when you protected the document e Grant Unlimited Access grants access to the document s with no expiry Select this option if you do not want access to the document to expire e Grant Limited Access grants access to the document with specific start and end dates Select this option if you want access to the document to expire If you choose this option then the date range fields will appear where you can enter a start and end date for accessing the document The dates you enter here will determine the time frame that this document is made available to this customer Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 145 of 225 lt gt Locklizard Set Document Access g Filter J Customers All Sorby ID Show atleast 25 records All Check Uncheck Invert With all checked Grant Limited Access w From 10 06 2014 fq Until 11 05 2014 EH mm dd yyyy 8088 not registered enabled valid from 02 19 2010
55. G PDE FILES Rm 39 3 3 1 TO protect a PDF file s vcccsdsscsscccscstessccsslescdiancaseseensdesnsnsesenaseseansnsesssenesesnsnsedanssesesnansesesssesoansatesesaseseeeiars 39 3 4 CUSTOMIZATION TAB iunc nu usen kan enano n nnam man cann oL 3m uana aiM nu ka nk am rd nania p a Rana REN 41 3 4 1 Fil b ing processed eee rCEE 42 FJALI Outp t Folders cs T 42 RP Tithe ceccccccccsssscssscsseesssecssssssscssscsssesssesssecssscssscsssessuesssscssscssscsssesssecssscsssessssessscstecassesssesssecasecasecesseesneeass 42 3 4 1 3 NOTES REEL RD LLLI 42 3 4 1 4 Add Document ID as part of the output filename essen 42 BATS Optimize DE eee iet bete tiem ree t cr o rt tite eite 43 3 4 2 Splash screen branding image scccssesccessscecesescecessseeesesceeessseesesssceeesssceeesssceeessseeseseseeeessseeesseeeeess 44 Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 2 of 225 lt gt Locklizard 3421 ShoWatstart Up ie o ri E DO UII RR INA UI MEE 3 4 2 2 Show for x seconds 3 4 3 Viewer branding image RR 3 5 MESSAGES TAB sss cesta cncsstuhacsrtiesnatartindicieratecectitieentnnserietinieann cima E OD 3 5 1 BUDE DU c 46 3 5 1 1 Display Message cenis onere dateien tice er ise dT eei vie ien iacere die ER 3 5 1 2 NEMIPEUBeub i S 3 5 2 On Document Expiry 35 21 Sh
56. If you do not enter any text then a default message is displayed You need to register with the publisher lt Publisher name gt lt Publisher email address gt before you can view any protected documents To do this double click on the license file that was sent to you If a customer opens a protected document using a program such as Notepad or similar character editor they will also see this message at the top of the file in plain text So even if they don t have the Safeguard Viewer installed provided you have entered appropriate text they will know whom they should contact for a license Navigate to URL Here you can enter a URL web page for example http www locklizard com purchase_license htm where customers will be redirected to if they do not have the correct key to view the document and therefore need to acquire a license from you The URL approach is more flexible in that you can change the text your customers will see at any time without having to re publish the document However it does require that your customers have an Internet connection available when they attempt to open the document Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 46 of 225 lt gt Locklizard 3 5 2 On Document Expiry 3 5 2 1 3 5 2 2 3 523 Choose here whether to display a custom expiry message or to send customers to a web page for expiry information NOTE These options will be
57. MARK TABS ernnrnnennnnnnnnnnnnnnnnes 72 3 11 1 View Watermarks TaD M M 74 3 11 2 dlAVULILiucsri eec oiana Na aSa 74 3 11 3 Text Watermark sen H M 75 3 11 3 1 System Variables easiest trie eiecit acere bie d dovead seeds E E EE NS 75 3 11 3 2 Font Settings 3 11 3 3 WONG Wiha qome J 3 11 3 4 Merrill 3 11 3 5 Custom Positioning of Text eene nnn nennen nenne enne nnne nnns 77 3 11 3 6 sri AT 77 3 11 3 7 Display Watermark on top of behind PDF Content ccccsccsssessesscsessesssesseessecsesesesessaesreeaes 78 3 11 3 8 Don t add Watermark on first page cscccssccssecsssecssecsseesseeesaeecsneesseescaeeseecsaeeseneseaeesseeessnesenees 78 3 11 4 Image Watermark 3 11 4 1 dern pe 3 11 4 2 Custom Positioning of Image aine dere OR a EOS n NARRA RUE ANESEXRS UNES NR NUES n ada 79 3 11 4 3 Bop MQ 80 3 11 4 4 Display Watermark on top of behind PDF Content ccccsccsscesscsscssecsecssessscssessessseseseneeaeeenes 80 3 11 4 5 Don t add Watermark on first page cscccesccsseecsseeesseseseesscecsaeeesn
58. ON OF THE ADMINISTRATION SYSTEM INTERFACE 52 22 662 3narua aac kan Rena Ego da ak kae Bn nr 2d Rc rk 2R RE a ek EANA dank RR ood Rd oa RR dcn 218 14 6 BATCH DOCUMENT UPGRADE nnn nnn nnn nn ani nn na RR RE E RR NEN RES DE E Sa 219 14 7 PUBLISHER OWN BRANDING nnn nnnm nnn ann nn a uuu RR IR NR REN NR REIN RR nannan nannaa 220 14 7 1 Viewer HDI ETT LE T 220 14 8 SAFEGUARD PDF PORTABLE enne nnnm nn i n nn a RR E E nnmnnn 6 222 14 9 SAFEGUARD WEB PUBLISH amp WEB VIEWER ennemi nnn 224 14 9 1 Web Publish cccccscecsscscccccscecccsccccccceccccscccccscecccccsccesceccccecsccescecccscseccceseccoscecccscscceccsecccsceccescscceuene 224 14 9 2 Web VIG WOR isicscscsccciascccisacsssaasscssusssecesasauauedauasesesoueveuesascdeceedsdsessddsescaseceddcaesddenesdsdsacescasedcasaesdeascsscsencas 224 Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 9 of 225 lt gt Locklizard Chapter 1 Introduction This manual has been developed to give a publisher both a high level overview and detailed description of the Safeguard Enterprise administration system and the Safeguard Enterprise Writer application and how they work together to allow a Publisher to deliver DRM controlled information to their customers users 1 1 System Overview The conceptual system used by Safeguard Enterprise is shown in the following pictures STEP 1 Publisher secures a PDF document z
59. SB Flash Drive FAT32 Ready 125171935224006E lt p Locklizard Publish Blank Keystore Publish Keystore Publish All Diagram 80 Protecting PDC files to USB devices Safeguard PDF Portable solves the issues of firewall access granting administrator privileges Internet availability and the use of roaming profiles It does not rely on insecure plug ins self extracting exes or JavaScript in order to provide total DRM copy protection For additional user privacy USB sticks can be password locked to prevent unauthorized use if lost or stolen Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 223 of 225 lt gt Lockdizard Safeguard Web Publish amp Web Viewer Web Publish Safeguard Web Publish is an additional add on that enables you to publish PDC files for use with the Web Viewer Web Publish optimizes PDC files for use in a browser environment and uploads them to a cloud server so they can be accessed using Safeguard Web Viewer Web Publish New Project n File Options Help File name IG Encydopedia Britannica 2010 pdc H Computer Refresh questionnaire 425 pdc d Safeguard Overview 400 pde lt p Locklizard Fies 3 Total Size 41 4MB Used Space 49 6 MB 100 MB 49 C Add files Remove Publish All Diagram 81 Protecting PDC files for use with the Web Viewer From the Safegu
60. You may wish to select this option when the first page is the cover page and for presentational purposes you don t want it watermarked Press the button to see what the text watermark will look like when the document is viewed and or printed Please note that text opacity settings will always be shown at full opacity on the preview screen Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 78 of 225 lt gt Locklizard 3 11 4 Image Watermark Select options in this tab if you want an image watermark to be shown on the document Image settings Add Image watermark Image c Images copyright disclaimer jpg Poston Opacity Display watermark PDF content Don t add Watermark on first page Diagram 26 Watermark image settings Check the Add Image Watermark box and then select the button to select a JPG or PNG image 3 11 4 1 Position Select from the pull down box where on the page you would like the image displayed 3 11 4 2 Custom Positioning of Image x Select this button to position the watermark image at a custom location this can be at any position on the page Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 79 of 225 lt gt Lockdizard 3 11 4 3 3 11 4 4 3 11 4 5 Opacity Select the opacity of the image from completely visible to almost invisible by sliding the control to the right or left
61. a Display document open history for Select Customers s 8088 g OK Number of times opened by Select Customers s B between E and FE Lok enter a date range dd mm yyyy or leave blank CSV Export ID Customer Company Date Time soss Ben Charmers bcharmers Gbluebell com Bluebell 10 06 2014 20 08 22 8088 Ben Charmers bcharmersGbluebell com Bluebell 10 06 2014 20 08 17 8088 Ben Charmers bcharmers Gbluebell com Bluebell 10 06 2014 20 08 11 Diagram 63 Document Open History From this dialog you can display the document open history for specific customers by clicking on the Select Customer s link and choosing the appropriate users from the Customers pop up dialog as shown below Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 148 of 225 lt gt Lodkdizard Customers Filter P Sort by ID Show atleast 25 records ex Email bcharmers bluebell com Company Bluebell ID 8088 Status registered at 10 06 2014 20 07 53 enabled valid from 02 19 2010 Name Aaron Plum Email aaron designbrain com Company Design Brain ID 8069 Status not registered enabled valid from 04 10 2014 Name Robert Paulson E Email robert nccent org Company NCC Enterprises ID 8068 Status not registered enabled valid from 12 05 2013 Diagram 64 Select Customers dialog Check the boxes next to the customers you would like to select and the press the button Th
62. access publication X Customers that have registered between date range or in total Customers that have NOT registered Customers whose accounts have been suspended Customers whose accounts have expired Customers whose accounts expire in n days time or on a specific date or between specific dates Customers with access to documents that expire in x days time or on a specific date or between specific dates Show all customers created before DATE Show all customers created after DATE e Show all customers created between DATE and DATE Document Reports Clicking on the Documents link will display the following dialog Documents Report Search by Show only documents all Title DESIGN Creation of Artifacts in Society DESIGN Creation of Artifacts in Society SET VIEW Rawr SCREEN MASK NO MacOSX Sony UX522 Published 10 06 2014 20 12 46 10 06 2014 20 03 37 09 29 2014 00 46 42 09 25 2014 23 50 38 Show atleast 25 yw records Expires never never never 1 days after first open CSV Export Print Page Pages 1 2345 Last Page Diagram 79 Documents Report Safeguard Enterprise Writer v4 0 Revision 1 24 62015 Locklizard Ltd Page 165 of 225 lt gt Locklizard The following options are available from the Show only documents pull down list box e Show all documents e Documents that have expired e Documents that expire o
63. ad the latest version of the Viewer software If the user does not upgrade when prompted then they will not be able to view any new documents until they upgrade to the latest version of the Viewer Mail Server SMTP By default the Locklizard administration system uses the mail servers of the ISP the administration server is hosted with Because registration emails are sent from the domain of the server yet appear to come from your own email address the default one on your publisher account or the support email address if you have entered one some systems may mark them as SPAM If a large number of registration emails are not getting through to your customers then you can use your own SMTP server by configuring your outgoing mail server details in the dialog below Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 159 of 225 lt gt Locklizard Outgoing Mail Server SMTP L 4 E Use external SMTP server E mail address support locklizard com Server name smtp hslive net Port 587 default 587 ssl 465 Username support locklizard com Password 999999999 Use secure connection No w If your SMTP server does not require authentication please leave Username and Password fields empty Send email test to support locklizard com A Please save SMTP settings before sending the test mail Diagram 74 SMTP settings Check the Use external SMTP server checkbox and then
64. afeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 143 of 225 lt gt Locklizard 4 8 5 Viewing customers with Access to a document To view customers with access to a document click on the View Customers with access link The following dialog is displayed Customers with access to the document LockLizard Enterprise PDF DRM Writer v4 13822 10 06 2014 18 17 15 never valid DE x records fok Name Email Company Access Ben Charmers bcharmers bluebell com Bluebell yes unlimited 8069 Aaron Plum aaron designbrain com Design Brain yes unlimited 8068 Robert Paulson robert nccent org NCC Enterprises yes unlimited Diagram 59 View Customers with Access You can export this information to a CSV file by clicking on the ESV Export button 4 8 6 Granting Customer Access to a document To grant a customer access to a document click on the Grant or Revoke access link The following dialog is displayed Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 144 of 225 lt gt Locklizard Set Document Access S Filter Customers Al Sort by Show atleast 25 w records k Uncheck Invert With all checked not registered enabled valid from 02 19 2010 Aaron Plum aaronGdesignbrain com Design Brain 8069 not registered enabled valid from 04 10 2014 Access yes Name Email Company ID Status Access yes Name
65. al administration You might use the actual original filenames if that suited your internal Administration system better The Locklizard system will have also given them unique reference identifiers to ensure uniqueness in all our internal document references Before you secure the document for publication you will allocate it to a publication in the Administration system This is to make sure that all your customers for that publication will be able to read it when they get their copy without having any additional registration requirements The second key is to set the controls to be applied to the document to be those it is most commonly sold with For instance if you are selling a book it is normal for people who buy it to be able to read it forever quite a long time so it doesn t make sense to set an end date for a year away and then have to amend it most times you sell it Magazine publications like books usually entitle the customer to read them forever after purchase so you may find it best to follow that model Controlling customer records You may want to control customer records closely This depends mainly on the integration between your back end accounting system and the Locklizard publications control The item of uniqueness is the email address because this is unique to each customer The customer name and company if used need to be references that your back end accounting system is able to recognize The Locklizar
66. al customers or available to all customers with access to a specific publication 4 Locklizard Safeguard Enterprise PDF Writer Document Access Description Monthly stock reports Weekly financial paper Yearly Financial Review Annual summary lt gt Locklizard Diagram 19 Document Access tab Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 55 of 225 lt gt Lockdizard 3 8 1 3 8 2 Documents can be used by There are three options available for publishing documents and the option you choose determines who can view your protected documents All customers If you select this option then all your customers will be able to view this document without the need for you to individually allocate documents or publications on the Administration system This is the best approach for documents such as special price lists which you want to make available to your entire customer base In an internal control system you may need to make documents available to all of your staff rather than to certain individuals or groups of users Selected customers must be individually allocated If you select this option only the customers you specifically allocate access to this document will be able to view it Documents have to be individually allocated to customers on the Administration system when you create or edit customer accounts This is the best approach for selling one off documents s
67. alidity e Delete customers accounts e Grant document access to all customers e Grant publication access to all customers If you therefore for example grant specific document access to all customers then all USB devices will be granted access too Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 173 of 225 lt gt Locklizard Chapter 5 How customers use your documents Once you have created a customer account and your customer has received their registration email they can simply install the Safeguard Viewer by downloading the software and double clicking on the exe file This automatically installs and registers the linking of the PDC file extension to the Viewer The registration email that is automatically sent to your customers is customized with the name that you used to register the Secure PDF Writer account with and your publisher email address which can be changed in the Administration system Before your customers can start viewing your protected documents they must first register with you as a publisher This can be done even before they have been authorized to use any documents Once a customer has installed and registered the Viewer software you can send them a PDC file a protected PDF file They then double click on the PDC file in Windows File Explorer and it will be displayed in the Viewer software assuming of course you have granted them access to that particular document Whe
68. an change the access rights that they receive from those applied when it is part of a publication So if you want to let someone just read it for a week you can make a one off limitation for that or requiring them to have to be online in order to read it at all Do be aware that you can protect the same document more than once even giving it the same title Locklizard creates a unique reference number with each protection so internally we are always able to distinguish between documents presented to us However remember that if you do not change the title when protecting a document that is already protected you may find it difficult to know which protected document is which Providing legal access In any organization there are occasions when you will be required to provide access to some of your internal documents to external bodies government officials accountants lawyers court officials and so on Often these documents are electronic rather than paper and you want to be sure that only those who have been authorized to use them can do so This may include being sure that after a certain time or date the documents will no longer be accessible Locklizard controls are an ideal way of ensuring that while you are complying with granting lawful access to specific information people other than those authorized cannot read or use that information It also means that you have a record of all the documents that have been provided know
69. and that the recipient is already able to read it It is also efficient in terms of a business process that fits this model If you regularly send small and different documents to different customers this model works well It is NOT suitable where you have large documents unless you plan to send them by CD ROM or other physical media in the post This is mainly because the majority of email servers will reject attachments over 3Mb in size If you normally provide larger documents you should consider the next option Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 176 of 225 lt gt Locklizard 6 2 Customers downloading documents In this model you are providing a service to customers They are free to download any documents from your web site Your model may be that potential customers are able to download and read a sample of the document you have for sale and can then download any documents that they have bought or might wish to buy Locklizard secured files are fully encrypted so anyone can download them but until they have purchased a license they will not be able to make any use of any downloaded information This means that you can publish protected files to your web site with confidence that they cannot be used by anyone except customers who have paid or who are authorized to receive them It therefore does not matter if prospects or customers have access to these protected documents eve
70. ard administration system publishers select what users can use the Web Viewer and the documents they can access Web Viewer Safeguard Web Viewer is a no installation browser based Viewer It enables protected PDF files to be viewed in a browser and works with all the main browsers on any Operating System e E e Firefox e Safari e Chrome Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 224 of 225 lt gt Lodkdizard Ser LockLizard Web Viewer https ll safeguard3a com pdfjs dashboard php e Bl Googie P amp amp amp co sz Qo Locklizard Dog Out Settings Documents My Documents 73 Computer Refresh questionnaire June 24 2014 1D 425 Status valid amp Print yes fB Expire never B Size 308 67 KB 73 Encyclopedia Britannica 2010 1D 459 Status valid amp Print no ff Expire never Size 40 87 MB July 10 2014 73 Safeguard customer FAQs for publishers June 26 2014 10 430 Status valid amp Print yes ff Expire never A Size 2 77 MB Diagram 82 Safeguard Web Viewer Safeguard Web Viewer is ideal for environments where no Viewer software can be installed or in environments where users do not want to do this However it is not as secure as the installed or USB Viewer and users must be online to view protected PDF files The following functionality is not supported e
71. as which controls Customer Management If you sell books then likely you and your customer will expect that they can read it from now on Your customer is not going to expect to suddenly not be able to read the documents they have purchased So most of the time you are just going to license a customer to read your information forever Although there are features in Locklizard that allow you to suspend customers it s not likely that you will need to use them With magazines reports and regular publications customers expect to be able to read any document that they were entitled to during their subscription period Like books you probably need to set the document expiry date to never so that people who have paid for a particular document can use it Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 205 of 225 lt gt Locklizard 10 6 Copyright law You probably know a great deal more than we do about the impact of Copyright law on publishers But it helps to recall that Locklizard services are not configured to allow for concepts such as fair use unless you have a specific policy for allowing libraries access to your publications perhaps which would apply to published documents Also Locklizard has not been configured at this stage to allow for free access once your copyright in the work ends Whilst we would like to be able to offer that service it is not available at this stage an
72. assword This utility is available from the Windows gt Start gt Programs gt Locklizard gt Safeguard Enterprise gt PDF Writer menu Change Account Password Change Account Password New password Confirm new password 05 Locklizard NF Diagram 85 Change Account Password dialog There are a number of operational reasons why it may be necessary to change the access password to your Safeguard Admin account If an administrator in your company leaves or is re assigned job roles then you may want to use this utility so they can no longer access the Admin system It may also be necessary if you used a third party company to carry out the eCommerce integration work for you because you will need to change the password so they no longer have access to the live system and cannot either see or alter any of your information In the fields provided see dialog above you enter and then confirm a new password If the password in the confirm new password field does not match the entry in the new password field then the OK button will remain grayed out The OK button will only be selectable if both the new password field and the confirm new password are an exact match We recommend that you use a password that is more than 16 characters long and contains letters numbers and special characters such as or amp and so on You do not need to remember this password because following a successful pas
73. ating Systems Preventing screen grabbing and controlling the printing environment are problematic in the Macintosh and mobile OS environments because they were designed to be more open Unfortunately this can make it difficult to achieve the same level of control as is available under Windows You may wish to select this option to protect sensitive information or where you feel there is a high likelihood that skilled users will make use of Operating System facilities to obtain additional copies of documents For security features not supported on the Mac see Mac Viewer Limitations For security features not supported on iOS and Android see iOS amp Android Viewer Limitations Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 51 of 225 lt gt Locklizard 3 7 Display Settings Tab The options you set in this tab determine how the protected document is first displayed when it is opened using the Safeguard Windows Viewer 4 Locklizard Safeguard Enterprise PDF Writer Display Size E Viewer window size pixels width 800 Heicht 600 Poe am e Document View E Full screen mode E Hide bookmark panel Open documentatpage 1 e Environment Enforce display settings p Gn lt gt Locklizard Diagram 18 Display Settings tab Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 52 of 225 lt gt Lockdizard 3 7 1 F
74. ator and they and their staff have the responsibility for allocating users rather than customers and for protecting documents for circulation to users Locklizard developed the concept of grouping documents together under a publication for the subscription services market where a publisher sells a subscription 3 months 6 months 1 year to receive regular copies of a periodical a magazine monthly financial report study course and purchasers receive immediate access to new editions The concept of the publication remains valuable in the corporate context But instead of publications being used as part of a subscription service they can be considered to be regular reports such as monthly accounts management reports departmental reports or documents that must be circulated in a controlled manner to defined groups sales support manuals repair manuals departmental briefing documents These can all be considered to be publications and the staff or users as customers who are given access to the relevant schedules of information Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 26 of 225 lt gt Locklizard Internal user administration is achieved through a combination of normal logon account management which runs outside of the Safeguard features for instance to cease access to internal networks immediately if an employee leaves Safeguard Enterprise controls may be used to
75. ault setting Download the ZIP file containing both files from http www Locklizard com Downloads PDCFileOpenDownloadConfirm zi Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 188 of 225 lt gt Locklizard 7 1 23 2 Manually changing settings If the user is not allowed to run REG files limited user account he she can manually change this setting from the Windows File Explorer Folder Options window Select the Tools menu gt Folder Options gt File Types Select the PDC file extension on the file types list gt press the Advanced button gt uncheck the confirm open after download checkbox and then press the OK button 7 1 24 My customer tells me they have not received their license file 7 1 24 1 How do I resend it Since the license email is sent by an automated server some SPAM filtering systems may block this and prevent the email from getting through If this happens you will have to resend the customer license Manually sending the license file Click on the Save user license file to disk link below the username and password in the customer record see below email license file In order to save the license file to disk and then manually email this file to your customer You might want to include as part of the email the Safeguard Viewer license file email text which can be copied from http www Locklizard com safeguard Viewer license email htm
76. be able to register the Viewer software until that date is reached The customer start date is also relevant to documents that are published to a publication If documents that are part of a publication have a start date before the customer start date then customers will still be able to view those documents unless you check the obey customer start date for that publication Selecting this feature prevents customers from viewing documents that have been published to publications before their subscription period began Some publishers however want their customers to be able to view all documents published to a publication regardless of the customer start dates so this is the default setting 4 2 6 Valid until Enter either a date when the customer account expires or select unlimited if you do not want the customer account to expire 4 2 6 1 Date Enter here the date when the customer account expires This may be the end of a subscription period for instance 04 14 2010 mm dd yyyy never expires When the expiry date is reached the following will occur Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 95 of 225 lt gt Locklizard 4 2 6 2 e For documents that were published with enforce an internet connection set to each time the document is opened they will no longer be accessible e For documents that were published with enforce an internet connection set to
77. been set then Safeguard Viewer ignores any existing permissions Please note however that you must not have a document open password set If this is the case you will not be able to protect the PDF file 7 1 19 How do I stop access to old versions of documents If you update versions of documents and you want to force customers to use the latest versions then you must set the document controls to verify the license either every time the customer views the document or every n days depending on whether it is critical that the document expires as soon as the updated document is published or there is a few days leeway Then add the updated document either to a publication or to the customer and delete the old document from the Administration system Remember to send an email to customers affected to tell them to download the updated version or include the update as an attachment Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 186 of 225 lt gt Locklizard 7 1 20 7 1 21 7 1 22 Please be sure to delete the correct document record as deleted document records cannot be recovered I sell ebooks and want customer records to be automatically created on the Administration system so that there is no delay in customers receiving their license emails after purchase How can this be achieved You need to purchase our eCommerce integration module to achieve this The system integrates with your e
78. ber of document prints for Ben Charmers All Check Uncheck Invert With all checked Change number of prints To 10 WATERMARKS 2 LockLizard Enterprise PDF DRM Writer v4 13426 09 25 2014 20 28 56 valid 6 SELECT CUSTOMERS LockLizard Enterprise PDF DRM Writer v4 Copy 13425 09 25 2014 20 22 06 valid Diagram 45 Documents with Limited Prints Select the document s you want to change the number of prints for type in the number of document prints you now want to allow and then press Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 124 of 225 lt gt Locklizard 4 4 3 18 the button Note that this change can only be applied to documents that were originally published with a limited number of prints It is not a control that can be introduced after a document has been protected Event Log Event log 04 09 2010 17 44 12 Registration successful license reuse From 86 17 1 230 127 00 1D 09 7A 5E 51 202387019314 04 08 2010 18 47 36 Registration successful license reuse From 81 86 100 19 00 1D 09 7A 5E 51 202387019314 04 08 2010 18 36 19 Registration successful license reuse From 81 86 100 19 00 1D 09 7A 5E 51 202387019314 04 06 2010 20 40 57 Registration successful license reuse From 81 86 100 19 00 1D 09 7A 5E 51 202387019314 02 23 2010 12 06 48 Licenses changed to 1 from 0 02 23 2010 12 06 22 Registration successful
79. bsolete versions can no longer be accessed You can also specify how many times a document can be viewed regardless of the date when it expires if ever You can force your customers to connect to an Administration server this happens transparently before they view your protected PDF documents This can be every time they want to view your documents or after a certain number of days If you choose a number of days then after the length of time you set has passed your customers must go back online to gain further access Using this option you can instantly revoke customer access to previously distributed documents as the decryption key required to view your protected PDF documents is instantly expired Or if you are certain that you will not need to revoke documents in the future then you can allow users to permanently view documents offline Please note that a connection to the Administration server will always occur the first time a customer views one of your documents for the first time in order for the Viewer software to obtain the decryption key If you are using publications however a connection will only be required once to obtain the publication decryption key Further documents in that publication can be viewed offline without having to connect unless document controls specifically enforce this Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 17 of 225 lt gt Locklizard 1 4 Complete off l
80. c 130 Add Obey Customer Start Date cec e c er x a Du Rude de REO RE CE RUN UN arx eR ERE 131 4 7 2 Managing publications C RR 131 4 7 2 1 Search and Sort options use meten ete esee tee ec uere Seneca 132 4 7 2 2 Editing Descriptions and Obey Customer Start Date eene 132 Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 5 of 225 lt gt Locklizard 4 7 2 3 Viewing Customer Access to a Publication 4 7 2 4 Granting Customer Access to a Publication 4 7 2 5 Revoking Customer Access to a Publication 4 7 2 6 Viewing Documents published to a Publication ccsccesccessseesceeeseeeseeceseeeseecsaeessneesseessseesseeseaees 135 4 7 2 7 Deleting Publications 4 7 3 Exporting publications 4 7 3 1 EXPONE E RH 4 7 3 2 Export File domu UR I 4 8 DOCUMENTS 1e casts kn nich ann ricum enda T w 138 4 8 1 Document Search and Sort options sccsescccsssscecesscceeesesceeessseeessscceeesscceeessseeeesssceeessceeeesseeeeeesseeeas 139 LEE p r M 139 48 12 S rt DY 139 4 8 1 3 Show at least n records 139 ABA SOW X 139 4 8 2 Suspending documents cccesescccssseeccessccceeseseeeseseeeeseseeesseeeeessseeee
81. can view and administer the customer accounts that you have already created or imported Click on the Manage Customers link This will display a list view of your customers Customer Accounts Filter n Sort by ID All Check Uncheck Invert Aaron Plum Design Brain aaron designbrain com 8069 not registered enabled valid from 04 10 2014 Robert Paulson NCC Enterprises robert nccent org 8068 not registered enabled valid from 12 05 2013 With all checked Suspend Diagram 36 Manage Customer Accounts screen ex NOTE Selecting more than one customer account You can select multiple customer accounts by checking the selection box at the end of each customer s name W v Show atleast 25 records ex Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 104 of 225 lt gt Locklizard 4 4 1 Customer Search and Sort options 4 4 1 1 4 4 1 2 4 4 1 3 4 4 1 4 Filter In this field enter the name or part of a name or the company of the customer you want to search for If you enter a single letter here then every customer record containing that letter will be displayed NOTE Searchable fields Searchable fields are the customer name company name ID and email address To search by ID enter ID n where n is the ID number of the customer Sort by Select from this pull down list box whether you want re
82. cation to expire If you choose this option then the date range fields will appear where you can enter a start and end date for accessing the publication see diagram 37 The dates you enter here will determine the time frame that this publication is made available to this customer and override settings made when the publication was created Set Customer Publication Access vith all checked Grant Limited Access wy OK From 10 06 2014 Ei U 10 07 2014 Access Description Obey Customers Documents Financial Monthly Yes unlimited access Monthly Financial Report Green Fields No of gold Money News No Latest news about the financial market pub 1 No publication no 1 pub 2 No publication no 2 Weekly Fishing No Weekly Fishinhg Magazine Diagram 41 Grant Limited Access publication access date range Any documents that are assigned to that publication will be viewable by this customer within the publication and customer validity dates The customer will still have to be sent or made available for download the actual documents before they can use them NOTE Offline access Do remember that if you have given a customer offline access i e there is no control requiring connection to the server to a publication that does not expire there is no point trying to change access restrictions later because the changes will have no effect Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 118 o
83. cords displayed in name date or customer ID order If you select name then records will be sorted in alphabetical order If you select date then records will be sorted in customer start date order valid from date with the newest entry first and ID order shows the most recent ID first Show at least n records Select from this field the number of records you would like to be displayed on each page Bear in mind that if you select the All option and have a large number of records to display it could take a while to render this information to the screen and it may be difficult to manage Show Select from this field the type of customer accounts you would like to be displayed The options available are e All displays all customer accounts e Registered displays only customers that have registered e Not Registered displays only customers that have not registered e Suspended displays only customer accounts that are suspended e Expired displays only customer accounts that have expired Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 105 of 225 lt gt Locklizard 4 4 2 4 4 2 1 4 4 2 2 With all checked Select from this field the action you would like to perform on the selected customer accounts You can select multiple customer accounts by checking the selection box at the end of each customer s name Suspend Suspending a customer account There may be times
84. crobat D Adobe Acrobat D Adobe Acrobat D Adobe Acrobat D Adobe Acrobat D Adobe Acrobat D Adobe Acrobat D Adobe Acrobat D Adnhe Acrobat N g 8 2 un 8 m Diagram 14 PDF File selection dialog The maximum number of files you can protect at a time using this method is 25 If you want to protect a larger number of files in one operation then please see Safeguard Enterprise command Line Utility Regardless of the option you choose the Safeguard GUI is then displayed The individual tab dialogs and their entries are now discussed in greater detail Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 40 of 225 lt gt Loddizard 3 4 Customization Tab Here you enter an optional title notes and output folder for your document You can also select a splash screen to display when your document loads in the Viewer software Locklizard Safeguard Enterprise PDF Writer Printing amp Viewing View Watermarks Print Watermarks Customization File being processed Output folder E Lizard Manuals LockLizard_Enterprise_PDF DRM_Writer_v4 pdc we LockLizard_Enterprise_PDF DRM_Writer_v4 Notes Second Edition V Add document ID as part of the output filename V Optimize PDF e Splash screen branding image Show at start up show for 3 amp seconds Viewer branding image http www abccompany com logo jpg
85. ct the appropriate options corresponding to the data you want to export and then press the button You may process the information provided in any suitable spreadsheet application The following information is exported Customer ID Customer name Customer email Company name Account creation date Account expiry date Registration status whether the customer has registered or not Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 127 of 225 lt gt Locklizard e Date of registration if applicable e Number of licenses available e Whether the account is suspended e Document access e Publication access e f access to the Web Viewer has been granted or not Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 128 of 225 lt gt Locklizard 4 6 Batch Changes to Customer Accounts The batch change facility is provided to enable you to perform specific actions on ALL your customer accounts and USB devices in one go It provides a quick way of mass updating customer accounts e g giving all your customers access to new publications or documents you have published without you having to manually select individual accounts to perform specific actions on Click on the Batch Changes link Batch changes P Ea Add customers licenses Add 1 extra license s to all customers 2j Change customers validity Start Date 10 06 2014 E
86. cted license registration to company employees but would like to allow a third party outside of our organization to register How can do this From the Customers Tab select the customer account and then the button In the Restrict IP field enter their IP address Customer Information Name Ben Charmers Email bcharmers bluebell com Company Bluebell Notes Account Information ID soss Subscription customer for Finance Monthly Status registered at 10 06 2014 20 07 53 enabled valid from 02 19 2010 Start Date 02 19 2010 EE mm dd vyvy Valid until 02 19 2010 m S mm dd yyyy never expires Restrict IP 123 44 55 66 Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 198 of 225 lt gt Locklizard Chapter 8 Offline use The most important thing to understand about enabling offline use of documents use the Verify Document Access each time the document is opened has NOT been selected when protecting the document is that if you enable completely offline use then you lose the ability to change your mind about the controls that you initially applied This is because once the document has been opened by the user the administration server will not be contacted again to check update the license details It doesn t matter that the server may be contacted about other documents the user has because the offline document license will no
87. cument is opened rather than allowing offline use Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 200 of 225 lt gt Locklizard Chapter 9 How to use guide Small Publisher A small publisher is someone who is selling something as an individual item or a series of separate items These might include books magazine articles expert analyses or similar The essential point is that the products are not sold as subscriptions where your customers are buying into regular deliveries of a report a newspaper or magazine If that better describes your business please see the guide for Large Publishers When managing one off items you should always consider them to be single documents Don t create a publication and start assigning documents to that publication It will only add to your Administration without giving any benefits 9 1 Setting document controls There are two keys to retaining good document control The first key to maintaining control of documents is to give them clear and recognizable titles something that you and your customers can easily recognize The Locklizard system will also give them unique reference identifiers but these are not human readable and are designed to ensure uniqueness in all our internal document references If you have clear titles then even if your list of documents is more than a page you will be able to go through the list very quickly when you want to a
88. cument is protected If you publish all your PDF s as individual documents then each time a customer needs access to a document you will need to add it manually to their list of authorized documents before they can view it NOTE eCommerce integration If you are using the eCommerce integration module then customer access to documents can be granted automatically upon successful purchase and no manual intervention is necessary If you publish PDF s to a publication the document s are all associated with that publication on the Administration system When a customer has been authorized to view a publication provided their customer access dates are valid the customer will be able to view all of the documents that have been published as part of that publication You do not need to make any additional changes to the Administration system for this to occur This means that the customer is able to immediately use new documents regardless of how you ship them e mail flash card CD ROM for instance Further unless your controls require the user to verify their license conditions they do not have to be online to use new documents in a publication If you publish a PDF document for all customers then when the document is opened the customer record will be checked to make sure they are a valid customer and if so they will be allowed to view the document Please note that all valid customers will be able to view any document you protect i
89. customer s Viewer will never check with the server to update their authorization A customer who has been given offline use to documents can pick up a new account start and or end date by removing their Viewer keystore and re registering their license Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 113 of 225 lt gt Locklizard 4 4 3 8 NOTE Customer account expiry vs document expiry Customer account expiry is totally different from document expiry For a more detailed description of the interaction between customer account and document expiry please see Table 1 Make sure that the change you are requesting will actually affect customers in the way that you anticipate Restrict IP Here you can enter an IP address or a range of addresses from which a user can register their license from and also use a secure PDF document If a user tries registering from an IP address outside this range then then they will not be able to register If a user registers their license on say a laptop from an approved IP address range for example an office location and then takes their laptop home they will not be able to view your secure documents as long as the document controls are set to check with the administration server verify document access each time the document is opened If offline use has been allowed verify document access never then users will be able to view documents they have previously op
90. d system will allow you to have multiple records for the same customer if you wish to operate in that way You can also license a customer to have more than one copy of the document to read so maybe you give them two licenses so they can load the document onto two PCs in order to use it Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 204 of 225 lt gt Locklizard 10 4 Controlling individual documents 10 5 The fact that you have allocated a document to a publication doesn t mean that only customers buying the whole publication can view it You can also allow customers to have one off access to any documents that you have protected And you can change the access rights that they receive from those given to people who have purchased the publication So if you want to let them just read it for a week you can make a one off limitation for that or requiring them to have to be online in order to read it at all These may be useful techniques where you are trying to cross sell publications across your customer base Do be aware that you can protect the same document more than once even giving it the same title Locklizard creates a unique reference number with each protection so internally we are always able to distinguish between documents presented to us If you do not change the title when protecting a document that is already protected you may find it difficult to know which document title h
91. d to provide additional flexibility for enforced license checking when that is appropriate After n days and then never again Your customers have to connect to the Administration server after the number of days you specify here Selecting this option means that on or after the number of days that you specify the customer must connect to the server in order to have their license details verified After this connection they will not have to connect to the server again for this document This feature is useful where you have given credit terms to a customer and need the opportunity to revoke access to the document if they have not paid you For example if you give your customers 30 day credit you might want to set it at 45 days giving you time to revoke their license in the event that you have not been paid Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 66 of 225 lt gt Locklizard 3 10 Printing and Viewing Tab Here you control whether your product can be printed and if so how many times The number of views can also be controlled from here and you can enable document auditing for views and prints 4 Locklizard Safeguard Enterprise PDF Writer Expiry amp Validity Print Printing V Allow Printing E Limit number of copies to 1 3 No access after print copies depleted Operatng systens that can p Log print requests Viewing E Limit number of views to
92. d you should make appropriate arrangements to satisfy that requirement by another means Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 206 of 225 lt gt Locklizard Chapter 11 How to use guide Internal Administration Although the Locklizard products appear to be focused upon publishers an enterprise is also a major publisher of information internally In most instances internal publications are similar to those of a book or magazine publisher but with one very important difference Publishers publish their material to the public and their work becomes subject to the international laws of copyright Internal publications while they may have some copyright elements are more usually trade secrets Trade secrets are much more important for the enterprise than copyright documents Trade secrets are used before patents are created Trade secrets are used before formal reports are issued to the SEC or to analysts or banks or lawyers Although enterprises cover many confidentiality and secrecy issues in their contracts of employment they still need to implement adequate procedures and controls to support keeping a trade secret If you are going to prosecute for either theft of a trade secret or theft of copyright information you are going to need proof that the person had access to the information so that you can show they had access In many ways internal document management is no different to run
93. document management system it will likely have a reference for the document that you should use to maintain consistency between environments Locklizard will generate a unique reference number for the document internally but you need to use the title of the document for reference A document does not need to be allocated to an internal publication group although in many instances you are likely to want to do that from the start since it will make administration easier However some documents may be created for an ad hoc group and the individual members of that group can be allocated the document on a case by case basis if that happens If you do allocate the document to an internal group do remember that all the members of that group will be able to use the document wherever they get a copy from Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 208 of 225 lt gt Locklizard 11 3 The second key is to set the controls to be applied to the document to be those it is most commonly restricted to For instance if you are providing minutes of meetings or summaries of current research work for internal information there may be no need to let people print out the information If you do need to let specific individuals have greater rights then you can either allocate the document to them individually or if the group is big enough protect the document a second time for the other group giving different
94. during registration Some firewalls may display the following message windows or similar during registration This notifies you that Safeguard Writer is trying to access the Internet ZoneAlarm Security Alert REPEAT PROGRAM RegisterWriter exe is trying to access the trusted zone Identification Application Destination IP View Properties More Information Available Unknown RegisterW riter exe 192 168 1 1 DNS This program has previously asked for Internet access SmartDefense Advisor Advice is not yet available for this program Choose below or click More Info for assistance Remember this setting ZoneAlarm Security Alert REPEAT PROGRAM RegisterWriter exe is trying to access the Internet Unknown Registerwriter exe 82 165 43 29 Port 8444 Identification Application Destination IP View Properties More Information Available This program has previously asked for Internet access SmartDefense Advisor Advice is not yet available for this program Choose below or click More Info for assistance Remember this setting Diagram 11 Firewall message windows during registration Click on the Allow option so that registration can take place Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 37 of 225 lt gt Locklizard Chapter 3 Protecting PDF Files Pre requisites Before you can protect your documents you must first convert them t
95. e Viewer branding image field enter the URL of a JPG image you want to use to replace the Locklizard logo Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 221 of 225 lt gt Lodkdizard NOTES e The maximum image size is 285 width x 35 height pixels If the image exceeds this size it will be automatically truncated by the Viewer and not stretched or resized While the width will go as far as the screen will let you up to the bookmarks button the longer you make the image the less likely it will display fully at low screen resolutions less than 1024x768 e The logo branding image must be a valid URL path to a JPG image Example http www locklizard com Images coolbird jpg e An Internet connection is required in order to download and change the Viewer toolbar logo If no connection is available or the logo is not found on the specified URL the default Locklizard logo will be used e Closing the current document or opening another document with no custom logo will reset the toolbar logo to the default Locklizard one e If you want to add a hyperlink to your custom logo so that when a user clicks on your logo they are taken to your web site then enter the URL on the JPG comments field on Vista right click on the jpg file gt properties gt details gt comments field 14 8 Safeguard PDF Portable Safeguard PDF Portable is a portable no installation zero footprint
96. e Administration server in order to view your document again Once this time period has elapsed they will not be able to use the document again until they let the Viewer software connect to the Administration server to validate their license You may select this option if you need to be able to suspend customers using publications when they have not paid their subscription 3 9 2 5 Grace period This feature is available if you have selected check license after n days It has the effect of extending the allowable time for the mandatory license check that you have just specified to take place Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 65 of 225 lt gt Locklizard 3 9 2 6 It would be used for instance if your documents are being used by someone who is often out of the office a VP a trainer a consultant and so on and they cannot always get an Internet connection whenever they want So what happens is that the Viewer will still look for an Internet connection when the check license after n days happens but if you have set a grace period and if it cannot find an Internet connection it will warn the user that a mandatory check is required within n days and it will then make the document available until the grace period has run out Once the grace period has expired the document will not open until a license check has been carried out when the control will reset So this control can be use
97. e Viewer won t let my customers open documents unless they are connected to the Internet despite the fact that chose never when enforcing an Internet connection If you have logging enabled then the Viewer must connect to the Internet to log the view requests Selecting logging overrides your Enforce an Internet Connection settings If want to give customers unlimited prints but still log how many times they have printed Is this possible You can only log print requests if you have limited the number of prints You should set the number of prints allowed to a high number say 9999 as it is unlikely that customers will print this number of copies and then you can log print requests Under what conditions must my customers be online in order to view my protected documents If you have e Limited the number of prints Limited the number of views Logged print requests Logged document views Selected enforce an Internet connection each time the document is opened Expiry and Validity tab Selected enforce an Internet connection every n days Expiry and Validity tab In this case a connection is required after the number of days you have entered has elapsed Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 193 of 225 lt gt Locklizard 7 1 33 7 1 34 I have added a new document publication How can give access to this to all my customers From
98. e and offline Real time web based licensing control issue licenses and manage customers and documents online Suspend and enable individual licenses and restrict registration of licenses to a specific IP range of IP addresses You do not need to know the recipient when you protect documents Transparent real time web based customer authorization No passwords to send manage enter forget or pass on to others Customer and document expiry you control how long your customers can view your PDF documents Instant user revocation you can terminate your customer s access to a document instantly Watermarking on printing and or viewing Have specific user information dynamic custom text and or images displayed on documents when printed and or viewed Print screen automatically disabled to prevent users taking screenshots of your documents Prevent use of third party screen grabbers Print to file drivers printing to PDF and XPS are automatically disabled to prevent re distilling PDF documents Complete offline protection no need to connect to the Internet to view existing documents Offline online access management control how long a customer can access your documents offline before their license must be checked Simple to protect simple to use simple to administer PDF documents Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 21 of 225 lt gt Locklizard Quick
99. e customer IDs you selected will be displayed in the Select Customer s field Select Customers s 8088 amp J ok Press the button to display the document open history This information can be exported to a CSV file by clicking on the CSV Export button You can also display the number of times a specific customer has opened a document in total or during a specific date range This dialog also displays the user who last accessed the document Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 149 of 225 lt gt Locklizard 4 8 9 Document print history If you have logged document prints when protecting a document then the View Document Print History link is displayed View document print history Clicking on this link will display the following dialog Document print history view print log enabled 5884 11 15 2010 17 39 48 never 9 Document last printed 11 19 2010 22 13 25 by Mac Test 19th Nov 2010 Customer ID 812 a Display document print history for Select Customers s 817 amp J OK Number of times printed by Select Customers s amp J between ES and ES ok enter a date range dd mm yyyy or leave blank Company Date Time 23rd November 2010 a876 test com Test Company 12 01 2010 22 34 13 Diagram 65 Document Print History From this dialog you can display the document print history for specific customers by cl
100. e files on a web page automatically If you are using this method of license file delivery then most likely you would want to disable the sending of license file emails by the Administration system Email license file as Here you can choose whether you want the license file to be sent with the registration email as an attachment llv and zip files or as a link to the license file which is stored on the administration system Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 157 of 225 lt gt Locklizard 4 9 4 You may want to choose the download link option for example if emails are being rejected or blocked due to unknown attachments or attachments are being removed by the inbound mail server Restrict IP Here you can restrict registration of licenses and document use to a specific IP or range of IP addresses For example if you are using Safeguard Enterprise within your organization you may want to enter the IP address range for your company so that no one can register a license or use documents outside of your organization NOTE Restrict IP amp document access If you want to restrict document usage to a specific IP or range of IP addresses then you must make sure that document access is verified each time the document is opened and that offline use verify document access never is not allowed Global Restrict IP L d Network ranges can be specified as o Wildcard 1 2 3
101. e settings you require on each tab you can complete the secure publication of your PDF file s by clicking on the button A Protection Status dialog is displayed showing you the file s that were processed f Protection status Source Destination Protection Status ID E Lizard Manuals Safequard Version 3 E Lizard Manuals Safequard Version succeeded 467 lt gt Locklizard Diagram 27 Display Settings tab Note From this dialog you can quickly launch the Protect to Web and Protect to USB applications paid add ons with the files you have just protected already selected A secure copy of your PDF file is created with a new file extension PDC For example License pdf becomes License pdc The file icon for the PDC file changes to the following one T to let you know it is now a protected file Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 81 of 225 lt gt Lockdizard 3 13 Protecting multiple PDF files To protect and publish more than one document highlight up to 25 PDF files you want to protect in Windows File Explorer right click and select Make secure PDF from the context menu Document controls print copy content etc are applied to all the selected documents from the one screen in one of two ways You can either choose to publish only one document at a time Publish button or to publish all the documents with the same settings Publis
102. ecsseecsaeeseessseesseeeeaeeesseessnessnees 80 3 12 PUBLISHING YOUR PDF DOCUMENT S SECURELY eren OL 3 13 PROTECTING MULTIPLE PDF FILES neeeeeer nennen nnnm nnn nnn nn nanus nn ann annaniin OZ 3 14 PROTECTING MULTIPLE PDF FILES FROM THE COMMAND LINE WITHOUT USER INTERVENTION enean nana nn nnnn na nnnnn Bs OD 3 15 CHANGING DOCUMENT EXPIRY erc erre enean nnns nasus nana an nana anas sa ansa nasa sana snas sa DE CHAPTER 4 THE ADMINISTRATION SYSTEM erret OD 4 1 CUSTOMERS usscirikuntkic n aaa n 89 4 2 4 2 1 4 2 2 4 2 3 4 2 4 4 2 5 AAD le 95 4 2 6 Wali Util HN 95 4 2 6 1 BL P o 95 4 2 6 2 Miadgsd ncc E 96 4 2 7 ap rg dT 4 2 8 Set Publication Access 4 2 9 Set DOCUMENT ACCESS Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 4 of 225 lt gt Locklizard 4 2 10 Send Registration Emaiillc i ccciacccccsecercccssacsecccccenscnessaeancedsnaceresncncevadcncecdncsernnnescaudneadesenetedsanancedenanesednnnee 100 4 3 IMPORTING CUSTOMER DETAILS errem nnn nnn nennen LOZ 4 3 1 1 Send License Reg
103. ed Yeti Bo Bo accountsGlocklizard com Administrator login support amp locklizard com Administrator login support amp locklizard com Document 7 10 published view log enabled Administrator login support amp locklizard com Customer account edited Steven Jones sjones ibm com Exporting documents in plain CSV file Exporting documents in plain CSV file Exporting customers in plain CSV file All Exporting publications in plain CSV file Added new publication Finance Monthly Set number of prints to 3 for document wmviewtext allow print and customer Ben Charmers bcharmersGbluebell com Set number of views to 5 for document wmviewimage nowmonfirst and customer Ben Charmers bcharmersGbluebell com Diagram 81 Activity Logs IP 86 155 96 32 86 155 96 32 86 155 96 32 86 155 96 32 86 155 96 32 86 155 96 32 86 155 96 32 86 155 96 32 86 155 96 32 86 155 96 32 86 155 96 32 86 155 96 32 86 155 96 32 86 155 96 32 86 155 96 32 86 155 96 32 86 155 96 32 86 155 96 32 86 155 96 32 86 155 96 32 86 155 96 32 86 155 96 32 86 155 96 32 86 155 96 32 86 155 96 32 86 155 96 32 86 155 96 32 86 155 96 32 86 155 96 32 86 155 96 32 Activity logs older than 6 months are progressively deleted by automatic system utilities Publishers are advised to take backups of this data suitable for their own operational purposes since Locklizard do not offer a data recovery service for deleted data Safeg
104. ee our Quick Start Guide Video Tutorials Product Manu step 1 Install the Writer WRITER AND REGISTRATION OF THE WRITER LICENSE 1 Download and install the Writer by clicking here Safeguard Enterprise PDF Writer 2 Choose Save to download to your computer Once downloaded right click on the program and select Run as Administrator to start the installation process f STEP 2 Register as a Publisher NOTE MAKE SURE YOU HAVE A DIRECT INTERNET CONNECTION NOT A VPN REMOTE CONNECTION YOU MUST BE PHYSICALLY LOCATED AT THE COMPUTER YOU ARE GOING TO REGISTER FROM 1 Click on this license link and choose Open with Safeguard Enterprise PDF Writer 2 Alternatively save a copy of your license file to disk by choosing the Save File option and then double click the license file to register 8 STEP 3 Protect your PDF Files S Team E mail vo Delete Reply Reply Forward Bi lla Move jg Mark Cat Translat Grune Delete Rep Reply Foward Bo More C reply amp Delete Sy Create New z Move EA Actions v Merk Categorize Trnsite P Zoom Delete Respond Quick Steps 5 Move Tags a Editing Zoom From Locktizard Licensing webmaster lockizard com gt Sent Wed 16 07 2014 19 56 To jotcher locklizard com Cc Subject LockLizard Safeguard Secure PDF Writer Registration NOTE YOU MUST BE LOGGED ON AS A WINDOWS ADMINISTRATOR AND HAVE SELECTED RUN AS ADMINISTRATOR FOR BOTH INSTALLATION OF THE amp
105. eld useful internally to distinguish individual customer accounts Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 112 of 225 lt gt Locklizard 4 4 3 5 4 4 3 6 4 4 3 7 Status Status notregistered enabled valid from 02 19 2010 This field shows if and when a customer has registered their license and whether their account is enabled or suspended The valid from date shows when the customer account was created The text on the status field is displayed in red for unregistered accounts and green for registered accounts Start Date Start Date 02 19 2010 mm dd yyyy You may want to change the start date of a customer account in order to give the customer access to back issues of publications Valid Until End Date Valid until 02 19 2011 mm dd yyyy never expires You may want to change the end date of a customer account in order to grant them continuing access to documents and publications This may be because they have purchased another year s subscription NOTE Start and valid until dates Start and Valid until dates can be changed whenever you want However the result of making changes on the Administration system will only have any effect if the customer has to check at least periodically with the server for authorization to use the document If customers have been granted offline use changes at the Administration server will have no effect because the
106. ened since the decryption keys will be available to them and the Viewer is not requested to check with the server to see what location the documents are being opened from This feature can be used in conjunction with the global restrict IP settings Settings Tab gt Restrict IP that applies to all users to enable specific users to register and use documents outside of the IP address range specified at the global level For example despite having restricted registration and use to your internal employees at a global level you may want a third party outside of your organization to be able to register their license and view your secure documents The IP address es you enter here takes priority over those specified globally Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 114 of 225 lt gt Locklizard 4 4 3 9 4 4 3 10 Licenses Here you can change the number of licenses that have been allocated to a customer you can add or remove licenses Enter the number of licenses that you want to make available in the licenses field The default value is 1 You may want to allocate customers extra licenses if you decide to let them view your documents on more than one computer Also you will have to allocate your customers additional licenses if they change computers as they will have to re install the Safeguard Viewer software on their new computer and re register with you See Changing Computers
107. ent The following information is displayed in the right hand pane Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 141 of 225 lt gt Locklizard Protected document details Document Information Title Baumatic BCS460SS ID 13743 Published 10 02 2014 12 21 35 Expires never Status valid Document Controls Validity check each time the document is opened Print enabled and unlimited View limitation unlimited Log prints no Log views no Publisher Marzipan Title Baumatic BCS460SS Print yes all Print unlimited Clipboard apps not allowed Views unlimited Thin client env not allowed Macintosh use yes View Watermark none Print Watermark none Display settings page view continuous page size actual size default page 1 Publication Every customer has access Manage Access 8 View customers with access P Grant or revoke access Document Notes Diagram 58 Document details The following information is displayed e Document titles e Their unique IDs this helps you distinguish between documents of the same name and is also used by the eCommerce integration system e When they were published date and time Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 142 of 225 lt gt Locklizard e When they expire if ever e Their existing status valid expired or suspended e Wh
108. enter the details for your mail server The email address you should enter is the one you would like the registration emails to be sent from For the server name enter smtp domain com where domain com is your domain name The username and password is for the email address account you have chosen Once you have saved the settings test that they work as expected by entering an email address in the test field NOTE From address field Regardless of SPAM issues you may want to enter your own SMTP settings if you prefer that the email address in the FROM field of registration emails is displayed as your own domain name rather than one from a Locklizard server Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 160 of 225 lt gt Locklizard 4 10 Statistics The statistics section gives you an overview of the status of your customers documents and publications Here you can quickly view system information and activity logs and generate reports om Safeguard Enterprise PDF Security lt gt Locklizard Customers USB Devices Publications Documents Statistics Backups Settings News Log Out Administration System Wrctive 99 482 M Expired 0 52 E Suspended 0X Lest logon 10 06 2014 17 24 01 89 36 89 146 Administrator login vpatrat gmail com ripper Last section Support email amp ddress changed to support locklizard com 89 36 89 146 Wi Customers 2 931 M Customers P Documents Public
109. ers Y Export file format Plain CSV comma separated values v V Include Documents access J Include Publications access Diagram 48 Export Customer Accounts 4 5 1 1 Export From this pull down list box choose the type of customer records you would like to export The options are as follows e All Customers exports all customer accounts e Registered Customers exports only customer accounts that have registered e Unregistered Customers exports only customer accounts that have not registered e Suspended Customers exports only customer accounts that are suspended e Expired Customers exports only customer accounts that have expired Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 126 of 225 lt gt Locklizard 4 5 1 2 4 5 1 3 4 5 1 4 Export File Format From this pull down list box choose the file format you would like your customer information to be exported to The options are as follows e Plain CSV exports information as a CSV file e Zipped CSV exports information as a ZIP file with the contents in CSV format Include Document access Check this box if you want to include the document IDs that each customer has been given access to NOTE If the export fails or produces a zero byte size file then uncheck this box Include Publication access Check this box if you want to include the publication IDs that each customer has been given access to Sele
110. et connection is required to enforce controls Please bear in mind however that an initial connection to the Internet is required to validate the user license and obtain the appropriate decryption key s when your customers view your protected PDF documents for the first time If you publish documents to publications then your customers only need to be online the first time they view one of the documents in that publication They will then be able to open other documents belonging to that publication off Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 184 of 225 lt gt Locklizard 7 1 15 7 1 16 7 1 17 7 1 17 1 line This is because documents published to a publication share a common key However you can enforce that your customers connect to the Internet to view your documents if that is what you require Can add existing customers to future secured PDF documents or publications Certainly It is a simple matter of assigning the new publication or documents to existing customers What software do my customers need on their computers in order to view my secured PDF documents They need to download and install our free Viewer software Safeguard Secure PDF Viewer The Viewer software can also be freely distributed and published on your own web site if you prefer In addition you need to set your customers up with an account on the Administration licensing server so the sys
111. ether a check must be made with the server before they can be viewed Validity check e Whether printing is allowed and if so how many copies This field may show one of three options o Disabled printing is not allowed o Enabled and unlimited unlimited printing is allowed o Enabled n copies allowed printing is allowed by restricted to the number of copies specified e Whether clipboard applications are allowed screen grabbing e Whether views are limited and if so how many times e Whether thin client environments are allowed e Whether use on Macintosh operating systems is allowed e Whether view watermarks have been applied images text e Whether print watermarks have been applied images text e The document display settings e Whether document prints are logged e Whether document views are logged e Version of the Writer software used e What publications they have been assigned to if any This field may show one of three options o None the document has been published as a standalone document o Every customer has access the document has been published for all customers to view o A publication name the document has been published to a publication You cannot alter any of the information in this panel apart from the expiry date if one has been set and the document notes If you want to make changes you will have to go back to the original document and protect it again as a new item using new settings S
112. evision 1 24 2015 Locklizard Ltd Page 140 of 225 lt gt Locklizard 4 8 3 Deleting documents records You may want to delete a document record if you need to withdraw a document from customers perhaps because it has been superseded IMPORTANT NOTE Deleting document records Once you have deleted a document record then if the customer in question is accessing a document that requires them to connect to the Administration server those documents will no longer be viewable since there are no records to authorize against If the customer in question is accessing documents that do not require them to connect to the Administration server then those documents will continue to be viewable If a customer has not yet viewed a deleted document then they will not be able to access it Document records can be deleted by checking the boxes next to their names and then pressing the button If you want to delete ALL your document records for example you want to remove a test environment then select the All Check option to select all document records and then press the button IMPORTANT NOTE Record recovery There is no recovery if you delete document records They cannot be reinstated and you will have to protect new documents if you want to replace existing ones 4 8 4 Viewing documents details To view the protection settings that have been applied to a document click on the Mere Details gt button for that docum
113. ewed printed On the viewing side the advantage of applying a watermark at the protection stage is that you don t have to apply a fixed text non dynamic watermark to the original document for each specific user You can also choose for the watermark to be displayed only when viewing so prints can be made without watermarks being applied to them On the printing side you can choose for the watermark to be displayed only when the document is printed Your customers can therefore view documents clearly but the documents are protected against simple photocopying when printed Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 19 of 225 lt gt Locklizard 1 6 1 Selecting suitable watermarks All security controls seek a balance between ease of use appearance and effectiveness preventing theft A watermark that is too heavy may make the document difficult and unpleasant to read whilst if it is too light a scanner or photocopier may ignore it because the contrast is too low A text watermark that is too bold may obscure text in a document if it crosses it but if the watermark is not closely associated with the content it could be easily blanked off by a photo editor Similarly a watermark that is of a color not used in the document can be easily removed by a reasonable graphics package Setting a document font size too small and using a large thin font for the watermark may make the watermar
114. f 225 lt gt Locklizard Revoke Access revokes access to the publication A IMPORTANT NOTE Revoking publication access Once you have revoked access to a publication then if the customer in question is accessing documents that required them to connect to the Administration server those documents will no longer be viewable since there are no records to authorize against If the customer in question is accessing documents that do not require them to connect to the Administration server then those documents will continue to be viewable by that customer regardless If the customer has not yet viewed a document published to the publication you have revoked then they will not be able to access it Once you have made your changes press the button You can see what customers have already been granted access to a publication by clicking on the View link in the Customers column Similarly clicking on the View link in the Documents column will show you what documents have been published to a publication NOTE Whenever you add a new publication to your publications list it automatically becomes available for allocating to all current customers If you want a current customer to be able to receive the new publication select the Set Publication Access link and choose the publication s you want to grant access to It doesn t matter when publications are created because as soon as they exist you can allocate them to cust
115. f file if have selected Disallow use on Macintosh operating system do I when setting print settings still have to select Only Windows when I want printing allowed No If you select this option then users will not be able to open documents on Macintosh operating systems so they will not be able to print them Can a customer who has purchased a protected document change the file name with saving on his her disk If yes does that make the file unusable Yes your customers can change the file names to whatever they choose No the file can still be used as before Is there a way of having unique trackable watermarking for a customer with multiple licenses Yes dynamic variables can be inserted into watermark text user name email address company name date time stamp and displayed at view print time The user name and email address combination is unique to each user so even if a customer has multiple licenses you can track which license was used when a document is viewed and or printed If a pdc file is on a CD and a customer attempts to open it does the file perform exactly as if it were on the hard drive Yes Protected PDF documents can be opened from any location CD email attachment etc just like any other file Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 192 of 225 lt gt Locklizard 7 1 30 7 1 31 7 1 32 have enabled logging on document views but th
116. f the document expires it can no longer be viewed and they will need to come back to you for a license to continue viewing the document You can also set customer accounts and access to publications to expire ona certain date The difference here is that any documents published during their subscription period that you have authorized them to view can still be viewed after their subscription period has expired they just won t be able to view any documents published before or after their subscription period unless they come back to you for a license So to summarize you can either expire documents and they are no longer viewable once they expire or you can expire customers and or access to publications and they can continue to view the documents that they were authorized to view during their subscription period Of course if you have forced your customers to connect to the Administration server before they can view your protected documents then you can instantly suspend their account and this prevents them from viewing your documents You can also limit the number of times a customer can view your documents and this feature is especially useful for free samples Do my customers have to be connected to the Internet in order to view my secure PDF documents No You can allow secure PDF documents to be viewed off line All document controls preventing copying printing etc are retained within the document itself and therefore no Intern
117. f you want to take screenshots for marketing purposes or instructional use or where your staff need to be able to print out individual pages of critical documents for internal use or where you want to facilitate the ability to make use of the document for private study 3 6 2 Allowed environments 3 6 2 1 This sets the environments that the Viewer software is allowed to operate in Allow Thin Client and Virtual Environments If you select this option then your customers will be allowed to run the Viewer in Citrix Windows Terminal Server and other virtual environments In these environments it is possible that the user can install one copy of the software on their server and register in centrally This can then be used on multiple desktops without limitation So even if you only grant a user one license multiple users will be able to view and use your documents within their organization Since this option effectively introduces a security weakness to the system viewers are no longer tied to individual computers it is recommended that you only distribute separate documents with this option checked to users that are running these environments Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 50 of 225 lt gt Locklizard 3 6 2 2 Disallow use on Mac iOS amp Android If you select this option then your customers will NOT be allowed to run the Viewer on Macintosh iOS and Android Oper
118. fore they can view the document they will need to let the Viewer software connect to the Administration server this operation is transparent to the user to verify their continuing access rights This means the document can never be viewed off line without an Internet connection and this may cause user customer inconvenience Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 64 of 225 lt gt Locklizard NOTE Forcing server connections and revocation By forcing your customers to connect to the server for every access you can perform instant user or document revocation and ensure documents are only viewed from approved locations if Restrict IP has been implemented Revocation and document usage restriction will only work if the document is required to check with the administration server before it is opened If you selected every n days you can only perform revocation after n days have elapsed 3 9 2 3 Only when an Internet connection is available If you select this option then the Viewer will check with the Administration server if an Internet connection is available This is the most flexible choice since most users will be connected to the Internet so checks will regularly take place but it does not enforce a connection if one is not available 3 9 2 4 Every n days The value you select or enter here determines how many days your customers can stay offline before they need to connect to th
119. ge number of Views amp Prints 4 12 1 8 Batch Changes CHAPTER 5 HOW CUSTOMERS USE YOUR DOCUMENTS rrt 174 5 1 DOCUMENT ISSUES aczicieihuisiaciixinrasarE chin tinibnra nin Keinen 175 CHAPTER 6 DISTRIBUTING DOCUMENTS 176 6 1 SENDING DOCUMENTS TO CUSTOMERS ener tnnnnnnatntn tnnt tnnt nata tna anan tana a nana 176 6 2 CUSTOMERS DOWNLOADING DOCUMENTS eee neta enata thru tna ta tn innata tnit n a tata nn atn ata 177 6 3 SUMMARY Lsisoxenisii ne Uni a dE dx emanan Eaa naana rinna naana niaaa niinn 178 6 4 CUSTOMERS DOWNLOADING THE FREE VIEWER SOFTWARE eene ntn 178 LHAPTER 7 FAQS iamen tosta DevEHED cS CD Eri CLR CLERI EKR anasaidia peu add 179 7 1 1 How does Safeguard Enterprise differ from file encryption products eee 179 7 1 2 How secure is Safeguard Enterprise csssscccssscccsssscecesssceeesssceeessseeeesssceeessseeeeseseeeeseseeeessseeesseeeeens 179 7 1 3 Is your application open to password attacks like Adobe amp similar password based products 180 7 1 4 Do I have to upload my documents to your web server to protect them eese 180 7 1 5 Do you host my secure PDF documents on your server eseeeeseeeeeeeee eene eene nennen nnn nnns nnnn nnns 181 7 1 6 Where can I publish my secured PDF documents ccsscccsesecceseseecessseeese
120. greyed out if your document has not been set to expire The expiry URL message is shown when a document expires and applies to an expiry date expiry in days and a limited number of views Show message Select this option if you want a custom expiry message to be displayed gt rather than the system default Select the zy button if you want the expiry date of the document to be automatically inserted when the message is displayed Navigate to URL Select this option if you want the customer to be sent to a web page This option is more flexible and customizable but does require the user to have an Internet connection when it is invoked Display n days before document expires Select this option if you want the document expiry message URL to be displayed n days before the document expires the warning period For example you may want to warn customers before the document actually expires so they have time to renew their subscriptions This will be displayed every time the document is opened during the warning period 3 5 3 Welcome Message URL Enter a URL in this field if you want to send the customer to a web page the very FIRST time they open the document For example you may want to display your terms and conditions additional products that your customers might be interested in purchasing or supplementary information for the document ebook they have just purchased Safeguard Enterprise Writer v4 0 Revision 1 24 20
121. h AII button Publish All If you select the button then exactly the same document controls you select for the first document will then be applied to all the other documents you have selected The document title will always default to the name of the PDF file so for example if you protect a PDF file with the filename salesreport pdf then the document title will default to salesreport It is NOT possible to change this once you have protected the documents NOTE Publish All button The Publish All button is grayed out unless multiple files have been selected for protection If you select the button then after protecting the first document the tabbed dialog is displayed again for each subsequent document so you can choose a new set of document controls for subsequent documents This process continues until all of your documents you selected are protected Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 82 of 225 lt gt Locklizard 3 14 Protecting multiple PDF files from the Command Line without user intervention You can protect multiple PDF files without user intervention by using the Safeguard Enterprise Command Line utility This is available for separate purchase from Locklizard Using the command line utility you can incorporate protection of PDF files into your batch files and call these from other applications either by issuing DOS commands or through SHELL withou
122. happens when my customers change or update their computers cessere 185 7 1 17 1 Upgrading Computers 7 1 17 2 Changing Computers 7 1 18 The PDF source document has permissions already set Does this affect Safeguard Enterprise 186 7 1 19 How do I stop access to old versions of documents ssssccessseceeseseeceesseeessseeeesesceeessseeeesseeeeeseseeeees 186 7 1 20 I sell ebooks and want customer records to be automatically created on the Administration system so that there is no delay in customers receiving their license emails after purchase How can this MACPRal2lpr ER 187 7 1 21 If a customer purchases multiple documents from my company using different email addresses e g JSmith work com and John Smith home com so they now have more than one account on Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 7 of 225 lt gt Locklizard the Administration system will they be able to access the documents they have purchased from THE same computer ssasecssesscesssavanesaaesssssavensessvassssenancssasavassancstesaanssssantncsdacasassanepssnuasssansaacsonsasasannan 187 7 1 22 I plan to create a single customer account for each company that subscribes to my reports and assign multiple licenses to that account depending on the number of users within the company that want to grant access to Since multiple licenses are now available how can prevent co
123. he email address that you enter here is where the registration information license file and Viewer product download details will be sent The email field is the unique identifier for a customer record and therefore only one customer account can exist for a specific email address If you want a customer to have more than one account on the administration system then you must use a different email address for that account Licenses Enter the number of licenses to be provided The number you enter here determines how many computers users can use your protected documents on Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 93 of 225 lt gt Locklizard For example a customer may need to install the Viewer on both their home and their work computers in which case you would need to issue them with two licenses so you would enter the number 2 here If you are licensing a company they may have purchased more than one license and will want to be able to issue those licenses internally Entering additional licenses here therefore saves you from having to create a separate customer account for each authorized individual in that company and leaves them with the responsibility of allocating the licenses correctly However be aware that users of that license will ALL have access to exactly the same documents and their accounts will ALL expire at the same time since they share a single customer account
124. he number of records displayed on a page by choosing the appropriate number from the Show at least pull down list box Editing Descriptions and Obey Customer Start Date To edit a publication description or change whether a customer start date should be obeyed click on the Pj icon Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 132 of 225 lt gt Locklizard Edit Financial Monthly publication description Description Monthly Financial Report E obey customer start date Diagram 52 Editing Publication information You may change the text in the Description field and check uncheck the obey customer start date accordingly Press the button to save changes 4 7 2 3 Viewing Customer Access to a Publication Under the Customers column see diagram 47 click on the View link The following dialog is displayed Customer Access for Financial Monthly g Filter Show withaccss Sortby ID Show atleast 25 records All Check Uncheck Invert With all checked Grant Unlimited Access ex Email bcharmers bluebell com Company Bluebell ID 8088 Status not registered enabled valid from 02 19 2010 Access Yes unlimited access Name Aaron Plum E Email aaron designbrain com Company Design Brain ID 8069 Status not registered enabled valid from 04 10 2014 Access Yes unlimited access Diagram 53 Customer
125. he potential to remain secure well beyond twenty years Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 179 of 225 lt gt Locklizard 7 1 3 7 1 4 For more information on AES see the NIST AES fact sheet In addition we don t use third party plug ins to control your secure document access This ensures we are not open to well known weaknesses in the published APIs or security holes in the third party application One of our competitors that use this approach has been compromised and found the only way to try and prevent hacking of their systems was via the legal system and a court writ We don t use JavaScript as this can seriously compromise the security of your customer s computers and even Adobe recommend turning off JavaScript in their Readers for this reason Documents are only decrypted for viewing in a secure controlled environment and are never made accessible unprotected If an existing customer does not have a license for a specific document they cannot view it Is your application open to password attacks like Adobe amp similar password based products No The keys required to decrypt protected files are safely stored encrypted on the customer s computer There are no passwords to enter and therefore the system is not open to simple compromise or standard password attacks Do I have to upload my documents to your web server to protect them Absolutely not We would s
126. he system is not open to password attack There are no certificates to revoke when you want to terminate a customer s access or any other PKI complexity See also How Secure is Safeguard Enterprise NOTE Document encryption Documents are always encrypted locally on your computer so that the non secure versions the original source PDF documents are never exposed to potential compromise on a web server or in transfer to one of our servers Protected documents can be distributed just like any other files by email CD etc or made available for download from your web site Since the files are encrypted it does not matter who gets hold of them They cannot view them without having first been authorized by you as the publisher to do so Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 15 of 225 lt gt Locklizard 1 3 Expiring and revoking customers publications and documents 1 3 1 Safeguard Enterprise has a sophisticated series of controls that allow you to manage access to documents in a simple way and also to cease access to documents It has to be remembered that license information at the client end of the system can only be altered when the a Viewer has to connect to the Administration server and b relevant license details are being checked If the customer or user is able to use documents without any license check access to those documents can never be revoked even
127. his option then your customers must be online to the Internet when they view the document in order to have the number checked and reduced accordingly Depending on your business model there are different reasons for choosing this option Publishers may wish to offer prospective customers the opportunity to use their product enough to make them feel they want to buy it In a corporate environment you may wish to make sure that individuals can only see documents on a very limited basis for instance may be once or twice simply to verify the content You may also want to use this option in conjunction with an expiry date or expiry n days after first use The document will then no longer be available for use depending on the expiry option that is reached first i e 10 views or after 5 days of use Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 70 of 225 lt gt Locklizard NOTE Changing the number of views allowed The view count can be changed on the admin system on a per customer per document basis if a customer later requires additional views See change number of views for additional information 3 10 2 2 Log document views Select this option if you want to log every time a customer views opens the document This may be used to log that the user has indeed opened the document although it is not proof that they have actually read it IMPORTANT NOTE Internet connection required Selec
128. hly financial reports 09 26 2014 228 Magic 3 insider tips 10 25 2012 Diagram 51 Manage Publications Here you can see the list of publications present in your system You can modify a publication s description change whether the customer start date should be obeyed view documents published to a publication and view add revoke customer access to a publication Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 131 of 225 lt gt Locklizard The ID field is an internal reference number and cannot be changed The ID can be used in conjunction with the ecommerce interface when granting access to Search and Sort options Filter Use the Filter field to find a publication by name or ID or leave it blank to view all publications To search by ID enter ID n where n is the ID number of the publication Show Select All to view all publications Obey Start Date to view publications that obey the customer start date and Don t Obey Start Date to view publications that don t obey the customer start date Sort by Choose the date option from the Sort by field to view the most recently added publications first Choose the name option to display publications in alphabetical order or the ID option to display publications in ID order with the most recently added publications first Show at least n records You can change t
129. icking on the Select Customer s link and choosing the appropriate users from the Customers pop up dialog as shown below Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 150 of 225 lt gt Locklizard Customers Filter So y Show atleast 25 w records registered at 10 06 2014 20 07 53 enabled valid from 02 19 2010 Aaron Plum designbrai Design Brain 8069 not registered enabled valid from 04 10 2014 Robert Paulson robert nccent org NCC Enterprises 8068 not registered enabled valid from 12 05 2013 Diagram 66 Select Customers dialog Check the boxes next to the customers you would like to select and the press the OK button The customer IDs you selected will be displayed in the Select Customer s field 8088 ge ek Press the button to display the document print history This information can be exported to a CSV file by clicking on the CSV Export button You can also display the number of times a specific customer has printed a document in total or during a specific date range This dialog also displays the user who last printed the document 4 8 10 Exporting document records This facility is provided to allow you to extract information pertaining to your documents that is held on the administration database Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 151 of 225
130. iew document open history From the pop up dialog that is displayed you will be able to select the users you want to view the document open history for Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 196 of 225 lt gt Loddizard 7 1 38 How do I see how many times a user has printed a document Firstly you need to have logging enabled for the document Printing amp Viewing Tab of the Writer Software Log Print Requests From the Documents Tab select the appropriate document and then click on the button to show the document properties as shown below Protected document details Document Information Title DESIGN Creation of Artifacts in Society ID 13828 Published 10 06 2014 20 12 46 Validity check each time the document is opened Print enabled and unlimited View limitation unlimited Thin client env not allowed Macintosh use yes View Watermark none Print Watermark none Display settings page view continuous page size actual size default page 1 Description Monthly Financial Report i View document print history Select the link View document print history From the pop up dialog that is displayed you will be able to select the users you want to view the document print history for Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 197 of 225 lt gt Loddizard 7 1 39 I have restri
131. ike LockLizard Safeguard PDF Writer Enterprise to be installed The software will be installed in the folder listed below To select a different location either type in a new path or click Change to browse for an existing Install LockLizard Safeguard PDF Writer Enterprise to C Program Files amp 86 PDF Writer Enterprise Change Space required 36 8 MB Space available on selected drive 149 87 GB gt Lockizard Diagram 3 Safeguard Writer Installation folder d F5 LockLizard Safeguard PDF Writer Enterprise 4 0 24 Setup Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 29 of 225 lt gt Locklizard LockLizard Safeguard PDF Writer Enterprise 4 0 24 Setup om Safeguard Enterprise PDF Security Shortcut Folder Where would you like the shortcuts to be installed The shortcut icons will be created in the folder indicated below If you dont want to use the default folder you can either type a new name or select an existing folder from the list Shortcut Folder Lock Lizard Safeguard PDF Writer Enterprise Q Lockiizard Diagram 4 Safeguard Writer Shortcut folder F5 LockLizard Safeguard PDF Writer Enterprise 4 0 24 Setup om Safeguard Enterprise PDF Security Ready to Install You are now ready to install LockLizard Safeguard PDF Writer Enterprise 4 0 24 The installer now has e
132. imes even when your customers are using your documents off line i e they are not connected to the Internet If you as the publisher want to issue the same document with different security settings copying printing etc then you just protect the PDF file again with the new settings You can then send this newly protected document to your customers Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 181 of 225 lt gt Locklizard 7 1 8 7 1 9 7 1 10 Is there a limit to the number of documents can protect or customers that can receive protected documents No You can protect as many PDF documents as you want at no extra charge There is no limit on the number of customers using the system and the Viewer software they download is totally free of charge Can tell people where to buy a license from Yes When you protect a PDF file you can add a free format text message to it You might want to enter information on how to purchase if you are selling documents or give details on contacting your administrator if the system is used for internal document control This text is shown when a customer opens an unlicensed document The text is also visible at the top of the document if they try to open it with a text editor or a similar application such as Notepad or MS Word Of course if you are using Safeguard for an internal system you would ensure that the message made it clear that any
133. in the same way as the print image is handled Publisher own branding uses a web link to an image containing whatever image the publisher wishes to have displayed That branding is transferred when the publisher s customer registers their license and is also updated if necessary whenever that customer s license is checked So publishers are able to change their house style dynamically and can even use special branding for periods of time if they so wish However it only changes on the customer s Viewer when the license for that publisher is checked for any reason Viewer branding image If publisher own branding is enabled on your account then the customization tab will make an additional field available called Viewer branding image Viewer branding image Diagram 87 Viewer branding image field Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 220 of 225 lt gt Locklizard Locklizard Safeguard Enterprise PDF Writer Printing amp Viewing View Watermarks Print Watermarks File being processed Output folder E PDFs AEGAEG KS8404021M pdc Title AEGAEG KS8404021M Notes E Add document ID as part of the output filename Hloptimizepor Q Splash screen branding image Show at start up show for 3 seconds Viewer branding image http www mywebsite com mylogo jpg 4 Locklizard Diagram 88 Customization tab with Viewer branding image field In th
134. ine Protection and controls 1 5 Document control properties are retained with each document so there is no need for your customers to connect to the Internet in order to view your protected PDF files assuming of course that they have the correct decryption key stored on their computer Whether you want your customers to connect to the Internet or not in order to use your documents is a decision you make when protecting your PDF documents If they do not have to connect to the Internet to verify their license details then it is not possible to revoke their access Customizable Message Text amp Splash Screen When you set up customer accounts on the Administration server your customers are automatically sent an email with 1 a download link to the Viewer software and 2 an attached license file and or a link to a license file This email is automatically customized with your name and email address in it so your customers know who to contact if they have any problems accessing your documents If you are using the ecommerce interface optional purchasable item then you can also display this information on a web page so it is readily available to your customers after purchase You can also disable the system sending out registration emails altogether and choose whether license files should be sent as embedded links or attachments You can specify the text that will be displayed if a customer does not have authorization to view y
135. ion for example if a customer said they did receive the registration email but deleted it by mistake Device Suspend or Activate License E Suspend or Activate License Here you can suspend or enable individual licenses effectively enabling the transfer of a license from one computer to another You may want to do this for example if a user wants to transfer their license to a new computer because they are no longer using their old one Suspending a license will prevent the user from re registering that license license re use and depending on your document access settings prevent the user from continuing to view documents on that computer NOTE Suspending licenses and offline use If you want to prevent users from opening documents on a computer that has had its license suspended then you must make sure that document access is verified each time the document is opened and that offline use verify document access never is not allowed On selecting the link the following dialog is displayed from where you can select the individual licenses that you want to suspend or enable Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 116 of 225 lt gt Locklizard Machines Registered All Check Uncheck Invert With all checked Suspend v 00 1C DF 91 38 13 234634500388 enabled 00 22 64 6E 22 F4 273893758273 enabled 00 15 5D 64 CA 19 250413609352 enabled 00 24 E8 20 28 61 20254
136. ire users to use the latest Viewer These may be as a result of the additional new functionality or for the purpose of improving the overall system security Forcing users to upgrade to the latest version of the Viewer is good practice for resisting attempts by hackers and others to break earlier releases Publishers should consider this a matter of good practice and should implement update programs on a regular basis for all their protected documents To facilitate this process a batch update feature is available from the Safeguard Enterprise program group Windows Start menu gt Locklizard gt Safeguard Enterprise gt PDF Writer gt Batch Document Upgrade that upgrades PDC files to the latest document version Select the button to select the PDC files you want to upgrade and then the button Once you have upgraded your PDC files you can then distribute them to your customers Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 219 of 225 lt gt Locklizard 14 7 Publisher Own Branding 14 7 1 For an additional fee publishers can substitute their own branding logo in place of the Locklizard logo that is displayed in the top right hand corner of the Safeguard Secure Viewer toolbar File View Document Help e a ajia Diagram 86 Safeguard Secure Viewer toolbar Publisher own branding is a valuable and flexible approach to helping publishers present their unique electronic image
137. isit our online knowledgebase as this contains the most up to date troubleshooting information It can be accessed at http www locklizard license co uk support index php m knowledgebase amp a view 7 1 1 How does Safeguard Enterprise differ from file encryption products Whilst file encryption products protect information while it is in transit or when stored on disk they do not provide protection for the entire lifecycle of an electronic document Once a document reaches the recipient using classical encryption systems the protection is lost the recipient decrypts the document and the document can be forwarded copied and viewed by unauthorized recipients In addition encryption does not provide controls over document access rights what a user can or cannot do with the document print control etc or document expiry Safeguard Enterprise dynamically protects PDF documents both inside and outside the network online and offline using strong encryption document expiry and access rights in order to provide persistent end to end protection throughout a PDF document s lifecycle 7 1 2 How secure is Safeguard Enterprise Safeguard Enterprise uses US Government strength encryption the AES algorithm at it s strongest setting 256 bit It would currently take today s fastest computer approximately 149 thousand billion 149 trillion years to crack a 128 bit AES key Even with anticipated future advances in technology AES has t
138. istration emails eese nennen nennen nnne nnns 4 3 1 2 Send Web Viewer login info emails 4 4 ADMINISTERING CUSTOMER ACCOUNTS eene nnnm nnnm nnn nnns LO 4 4 1 Customer Search and Sort options 4 4 1 1 dice Lm s ralis do p 4 4 1 3 Show at least n records ccccceccsssccessecsseesseecsseessueceaeesseeesseessaeecseeseseesnecsaeeeeusceaeeseneeseessaesseeesenees Lr O 4 4 2 M DUEIKsITs com r A 4 4 2 1 Suspend Suspending a customer account enne 106 4 4 2 2 Activate Re enabling a customer account sssssssseessseeeeeen nennen nennen nennen nnne nns 106 4 4 2 3 Delete Removing a customer account ssssssssssseeeeeeene nennen nennen nennen nnne nennen 107 4 4 2 4 Grant access to publication 4 4 2 5 Grant access to document 4 4 3 Customen PT ERE ETERNI 4 4 3 1 Name amp Emailearen E 4 4 3 2 COMPANY ee 4 4 3 3 Mem nr 4 4 3 5 MIU PX M 4 4 3 6 Stat Date e
139. k difficult to remove and may resist photocopying scanning because the text is likely to fill in but also makes it difficult to read Using a complex graphic watermark may help reveal attempts to falsify document content but again may make it difficult to read So selecting a suitable watermarking approach has to consider e What is the business requirement o provide a simple deterrent to copying o create a watermark that is difficult to remove but unsightly o improve the changes of identifying those misusing documents but make them less pleasant to read o prevent content falsification or passing off as original e What extent of document quality branding usability can be accepted e sthe watermarking technique for several document types regardless of actual content or must it be determined on a document by document basis Locklizard may be able to provide customers with examples of different combinations of those for assistance with their own designs Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 20 of 225 lt gt Locklizard Safeguard Enterprise Features Complete and secure control over PDF document usage viewing and printing including the number of times etc Copying saving and modifying documents is always prevented Persistent end to end protection throughout a document s life cycle Full control over PDF document security inside or outside of the firewall onlin
140. k this box if you want a splash screen displayed You can either display the Lizard Safeguard splash screen this is the default if no image is selected or you can change this to an image of your own say your company logo or an image that tells your customers they are about to view a protected document or asserting your Copyright to the information Supported image formats are PNG without transparency and JPG There is no limit to the size of the image but you may want to keep the final image size to a maximum of 640x480 pixels so that customers using low resolution monitors can still view the full image correctly Show for x seconds Select the number of seconds you want the splash screen displayed for The default is 3 seconds However you might want to increase the default value if you are displaying a copyright notice that could take longer to read The actual display time may vary slightly from computer to computer depending on the CPU speed memory applications running and so on 3 4 3 Viewer branding image This field is displayed if you have purchased customer own branding For more information see Viewer Branding Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 44 of 225 lt gt Locklizard 3 5 Messages Tab Here you enter the message or web page that is displayed if a customer is not authorized to view your document a welcome message when a document is first opened a
141. klizard Customer Account expires Customer account does not expire Publication expires Publication does not expire Document does Document can be Document can Document can always Document can not expire accessed until the always be accessed be used if it was always be customer account published between the accessed expires publication validity dates Document Document can be Document can be Document can be used Document can be expires accessed until it expires accessed until it until it expires even if accessed until it or the customer account expires whichever comes first expires the publication access period has expired provided it was published between the publication validity dates expires Table 1 Document Publication and Customer Expiry NOTE Start and valid until dates Start and Valid until dates can be changed whenever you want However the result of making changes on the Administration system will only have any effect if the customer has to check at least periodically with the server for authorization to use the document If customers have been granted offline use changes at the Administration server will have no effect because users customers will never check with the server to update 4 2 7 Notes their authorities Here you can enter other information relating to the customer record Safeguard Enterprise Writer v4 0 Revisio
142. l be ignored if you select this option Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 76 of 225 lt gt Loddizard Note Word Wrap and text positions Word wrap is not available if you select the text position across the page or continuously repeated 3 11 3 4 Position Select from the pull down box the location s on the page you would like the text displayed If you choose the random places option then the watermark will be placed in a different location on each page of the document 3 11 3 5 Custom Positioning of Text Select this button to position the watermark text at a custom vertical location Text can only be positioned vertically using this feature This option is NOT available if you have selected the position option P u across the page random places or continuously repeated 3 11 3 6 Opacity Select the opacity of the text from completely visible to almost invisible by sliding the control to the right or left By default the text is completely visible As IMPORTANT NOTE TEXT OPACITY IS NOT RECOMMENDED 1 In order for printers to print transparent watermark text they must support Alpha Blending Most printers support this but some do not For this reason we recommend that you DO NOT use transparency in text watermarks unless you are using Safeguard Enterprise in a controlled internal environment where you are sure that all printers
143. livered to recipients as email attachments downloads on DVD CD or flash drive Bullet proof protection public key technology and US Government strength encryption AES 256 bit Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 22 of 225 lt gt Locklizard 1 8 Safeguard Enterprise and support of Apple Macintosh Clients Safeguard Viewer is designed for the Windows operating system A separate Viewer is available for the Macintosh operating system but it has the following limitations 1 Preventing print screen or third party screen grabber utilities is not supported 2 Only view watermarks are supported text and images and they are always displayed on top of the PDF content Document watermarking is not supported on printouts 3 It does not stop printing to file drivers 4 Display settings set in the display settings tab of the Writer program are ignored 5 External file links links to local files are not supported URL links are supported 6 The Viewer cannot be prevented from running in thin client and virtual environments See Thin Client for further information 7 Custom branding optional extra is not supported You should bear these in mind if your customer base includes Mac clients and especially when authorizing printing since watermarks will not be displayed If your customer base does not include Mac clients then you may want to consider using the option
144. llocate a specific document to a customer The second key is to set the controls to be applied to the document to be those it is most commonly sold with For instance if you are selling a book it is normal for people who buy it to be able to read it forever quite a long time so it doesn t make sense to set an end date for a year away and then have to amend it most times you sell it You can then vary the document controls if you want to give individual customers something different a short document access period one day if Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 201 of 225 lt gt Locklizard 9 2 you want to give them a taster before they buy perhaps You can later sell them the document with no expiry date so that they can make full use of it Controlling customer records 9 3 Don t worry about adding the same customer to the database another time if you sell them another product It doesn t matter You can give them access to the new document under their existing record You can sort through customers by name ID or by e mail if you need to find their customer record And if you want to create a new customer record for the same customer rather than go hunting for them you can do that without any complications You can also license a customer to have more than one copy of the document to read so maybe you give them two licenses so they can load the document onto
145. ls can be automatically set up on the Administration server and assigned the appropriate publication document access rights ensuring a 24x7 service This saves you from manually having to create customer accounts For more information please see http www Locklizard com product add ons htm Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 85 of 225 lt gt Locklizard To use the Administration system left click on the Windows Start menu and select All Programs gt Locklizard gt Safeguard gt PDF Writer Enterprise gt Administration System J LockLizard Safeguard d PDF Writer Enterprise i About QR Administration System Batch Document Upgrade s Change Account Password 4 Protect Documents A Protect to USB Protect to WEB Proxy settings Quick Start 3 Remove Keystore 9 Uninstall 4 Back Search programs and files Diagram 27 Locklizard Administration System Context Menu NOTE Internet connection is required You must have an active Internet connection if you are connecting either to the Locklizard Administration servers or to one of your own web servers If the Administration server is located on your internal network then you will need access to it through the local network When you click on this option it automatically opens up the web administration page as shown below Safeguard Enterprise Writer v4 0 Revision 1 24 2015 L
146. mation dialog will be displayed to confirm the granting of access Please confirm You will GRANT DOCUMENT ACCESS to 1 customers Aaron Plum aaron designbrain com Design Brain Press the button to grant access to the document s The access you grant here uses the original expiry settings you chose when you protected the document If you want to change these settings for specific customers then you must to this from the main Documents Tab or by using the Set Document Access link on each customers individual record Customer Tab as shown in Diagram 38 below 4 4 3 Customer Details You can view and edit the details of individual customer accounts by selecting the button that is displayed on each customer account record Customer information is then displayed in the right pane and editable fields may be changed The Name Email Company Notes Licenses Start Date and Valid until Date fields are all editable Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 110 of 225 lt gt Locklizard Customer Ben Brown bbrown henleys com Customer Information seve Name Ben Brovm Email bbrovm henleys com Company Henleys Notes not regi registered enabled valid from 09 24 2014 Start Date 09 24 2014 5 mm dd yyyy EE mm de ywvy Valid until 09 24 2014 e never expires amp J Save license to file email license file
147. me But you can search for it quickly And you may prefer to put the date before the document title if you are more likely to search for something at a point in time rather than knowing the actual title So you have a couple of options to go for Whilst hopefully the titles will mean something to you when you are searching for them as well as meaning something to your customers when they are searching for them which of course is the other side of the equation Customers are the recipients of information and they need to know how to find it They won t be able to search for the text in a document because it will all be encrypted So the filename you pick must have some relationship with the title of the document as the customer sees it so that it is useful So maybe the author s initials aren t that important Anyway you should now have a few working suggestions for filenames that both you and your customers will be able to find Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 213 of 225 lt gt Locklizard Chapter 13 Date and Time controls Date and time are always handled by Safeguard Enterprise in Universal Coordinated Time UTC time which is very similar to Greenwich Mean Time unless you study physics The UCT Time when a document is first opened is recorded in the admin system Where a document has a fixed end date it will cease at the same time as it was first opened UCT Time on the end date
148. me s and then select the IMPORTANT NOTE DELETING PUBLICATIONS Be aware that if you use delete publications it is not possible to recover either the publication or any of the document associations or any of the links to customers who had access to the publication YOU SHOULD NEVER USE THIS FUNCTION WITHOUT BEING CERTAIN THAT YOU INTEND TO DELETE THIS INFORMATION FOREVER 4 7 3 Exporting publications This facility is provided to allow you to extract information pertaining to your publications that are held on the administration database Click on the Export Publications link from the left column of the Publications Tab Export publications 00 0 mn ECT MM MMMMMM m Diagram 56 Export Publications 4 7 3 1 Export From this pull down list box choose the type of publications you would like to export The options are as follows e All Publications exports all publication records Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 136 of 225 lt gt Locklizard 4 7 3 2 Export File Format From this pull down list box choose the file format you would like your publications to be exported to The options are as follows e Plain CSV exports information as a CSV file e Zipped CSV exports information as a ZIP file with the contents in CSV format You may process the information provided in any suitable spreadsheet application Select the appropriate o
149. mpanies sharing these licenses with other companies and thus gaining access to my protected documents soise rnaar aeaaea eH DG Ice secl ieu DEI ELO e casesassccsacetavacacassceevaves 187 7 1 23 How can get users to open PDC files in the browser without having to save them to disk first 188 7 1 23 1 Changing settings in the Windows registry eene ennemi 188 7 1 23 2 Manually changing settings sss eene eene nnne nnne nns 189 7 1 24 My customer tells me they have not received their license file How do I resend it 189 7 1 24 1 Manually sending the license file ice qe e ect 7 1 24 2 Forwarding a license email address essen nnns 7 1 24 3 By automated meals 25 2 reete cetera eia Coe Te ee EE E ePH TY ERR EE pesa ee PERI Ue Tr Pu i ais 7 1 24 4 Getting the system to resend the license email 7 1 25 How can tell what access controls have been applied to a document after it has been published 190 7 1 26 When securing a pdf file if have selected Disallow use on Macintosh operating system do I when setting print settings still have to select Only Windows when want printing allowed 192 7 1 27 Can a customer who has purchased a protected document change the file name with saving on his her disk If yes does that make the file unusable esses eeee esee eene eene nennen nennt 192 7 1 28 Is there a way of having unique t
150. n 1 24 2015 Locklizard Ltd Page 97 of 225 lt gt Locklizard 4 2 8 Set Publication Access ser Publication Acc ay Click on this link to select the publication s that you want this customer to be able to access i e publications that this customer has purchased Filter Show Al Sortby name Show atleast 25 w records All Check Uncheck Invert With all checked Delete ID Name Description Customers Documents Date added 1945 Badger Breeding Monthly J monthly magazine about badgers vie vie 10 02 2014 1942 Financial Monthly 3 Monthly Financial Report View 10 02 2014 1944 Green Fields 3 of gold View 10 02 2014 1892 pubi 3 publication no 1 View Vi 09 23 2014 1893 pub2 3 publication no 2 View vi 09 23 2014 1943 Weekly Fishing 3 Weekly Fishinhg Magazine View View 10 02 2014 Diagram 31 Set Publication access Select the publications you want to grant access to by checking the appropriate checkboxes next to the publication names This will grant the user access to the publication with no expiry If you only want to grant a user access to a publication for a set period of time then once you have added the customer you can edit the customer record to set the publication access period Any documents that are assigned to that publication will be viewable by this customer within the publication and customer validity dates The customer will
151. n Internet connection is available 65 3 9 2 4 EVORY AE 65 3 9 2 5 GAGE t il e E T E EEE 65 3 9 2 6 After n days and then never again cccscccssccssceseeesececeeecssecseecsneceeecsseesseecsaeesssesseessaeesseesseenaes 66 3 10 PRINTING AND VIEWING DAB snssssnsnnnnnnnnnununununnnnnnnnununununnnnnnunnnunnnanannnnnnnnnnannnnnnnnnnanan annn O 7 3 10 1 PEDE A A E E E T E ETE E EE E 68 Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 3 of 225 lt gt Locklizard 3 10 1 1 Allow Prititihg i cet cee eee eee lncid esac addenda iene ee 68 3 10 1 2 Limit number of copies to eene nnne nennen nennen nennen nnne nennen nennen nnns 68 3 10 1 3 No access after print copies depleted sess enne nnne 69 3 10 1 4 Operating systems that can print echec tnit iecur i Ee reg 69 3 10 1 5 Log prititirequests oec tete ederent debts chere ave ca bap araea ae aeaa aa Aaa Co Rea Rene Eel papais iaia 70 3 10 2 WIGWING s0 c00ccheceseceserctaccsasasorewencnosasasemosemenesesasasesecesenesssesevasevesesesevesevasevevesesevessvesenevesesevevevereverevessxersverwxe 70 3 10 2 1 Limit number Of VIEWS tO 1 ceteri richtet tein HERR HR censaazcnnteaeeucdesnedecnassagtesssnedeyeteaeaicts 70 3 10 2 2 Log DOCUMENT Views 3 eret tre retour epo eer be cavere e yu Vue Peu c Vea a EON IS ye FUN e vba UE Fre VY V E ee eUo UR 71 3 11 WATER
152. n a customer views one of your secure PDF documents for the first time the Viewer software will check if it has the correct key to view it If it does not the Viewer will check with the Administration server to see if the customer has been granted access to the document your customer MUST be connected to the Internet at this point If access is allowed then the decryption key will be transparently relayed the customer will be unaware of this operation to the client computer and stored in the encrypted Safeguard Viewer keystore If no key is available your custom message for refused access set when you protected this specific document will be displayed telling the recipient how to contact you and purchase your documents or warning them that the document is not for their licensed use You will need to determine the most relevant message Protected PDF files are decrypted in memory and displayed in the secure Safeguard Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 174 of 225 lt gt Locklizard Viewer Details of when the user s account expires if ever and when the document they are viewing expires if ever are displayed at the bottom of the Viewer window 5 1 Document Issues Should your customers need to contact you with an issue viewing protected documents then you should advise them to select the option Contact Service Support from the Help menu in the Safeguard Viewer By usi
153. n a specific date e Documents that have been published to publication X e Documents with limited views e Documents with limited prints e Documents created before DATE e Documents created after DATE e Documents created between DATE and DATE e Documents added in last week 4 10 2 3 Publication Reports Clicking on the Publications link will display the following dialog Publications Report Money News Latest news about the amp aancial marker 10 06 2014 Green Fields ef cold 10 02 2014 Weekly Fishing Weekly Fishinhg Magazine 10 02 2014 Fsnancial Monthhy Meathly Financial Report 10 02 2014 ph2 publication no 2 09 23 2014 pbi publication no 1 09 23 2014 6 panem CSV Export Print Page Pages 1 2248 Last Page Diagram 80 Publications Report The following options are available from the Show only publications pull down list box e Show all publications e Publications created before DATE e Publications created after DATE e Publications created between DATE and DATE Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 166 of 225 lt gt Locklizard 4 10 3 Activity Logs This section displays the latest activity logs date action IP address and shows what administrative actions have been performed on the system The first 30 records are displayed Clicking on the button will show the activity logs for the last 6 months in a new window which can then be
154. n before they have purchased them This approach is more efficient when you have relatively large files for customers and where customers are confident to visit your web site in order to collect their information It is like visiting a bookshop and taking away books you might like to read but not yet and only having to pay for them when you want to read them It should be chosen whenever you will have documents that will be over 3Mb in size or where you are offering a service where customers select the publications or documents that they want to purchase and then wait to receive the access authorization once they have paid Ay IMPORTANT NOTE Uploading files to a Windows IIS server If you are uploading secure PDF files to a Windows 2003 server running IIS then the file s MIME type must be registered on the server before it will allow the file to be transmitted through the web server To do this register the pdc extension under the IIS Manager For the MIME type select application octet stream Then restart the IIS server Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 177 of 225 lt gt Locklizard 6 3 Summary Some business processes such as invoicing purchasing dealing with patient medical information providing short newsletters are better served with a push process where you send the required document to the customer or authorized recipient Other models allowing the cus
155. n this manner and therefore any customer can use it assuming they can of course get hold of a copy and you cannot limit access to a particular group Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 14 of 225 lt gt Locklizard DRM Controls are applied at the document level This means you decide just how important each individual document is This more closely matches the value of the information rather than assuming that the customer always has the same rights for every document you make available to them You can allocate documents with different rights to the same publication and each document will be handled individually You can publish the same document more than once applying different controls each time and expiry can be controlled at both the document and the customer level Locklizard provides a secure exchange mechanism in order to transfer the required decryption key down to the customer s desktop after validating the customer s authorization to receive the key While we use public key technology no PKI key management is required by you as the publisher or by your customers it is all handled transparently by the licensing system Keys are seamlessly delivered to your customers computers bonded to individual computers so they can t be copied and shared and stored in encrypted form There are no passwords to enter manage compromise forget or pass on to others and t
156. names we can understand that the computer can also cope with But let s look back at what the standard actually said before we get too depressed and also think a bit about what we are trying to achieve We are people so we are going to use semantics because publishing is about words that means something If you only publish a dozen items a year giving the filename the same name as the article makes entirely good sense and if it s a series just add the date month year of publication That s a rule based identification process After all author s don t repeat titles that often So that solves the uniqueness It gets more difficult though if you are publishing hundreds of documents books magazines papers because long and meaningful and not very semantically neutral names get too big and difficult to administer So a little rule based scheme might look like e First 3 characters identity of the publication This would be an acronym for the title e Next 6 10 characters document title Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 212 of 225 lt gt Locklizard e Next 6 9 characters date published either month day year or day month year with the month being either two numbers or two or three letters and year being four numbers e Next 3 characters could be the author s initials By now you can figure out that you have run out of space to actually read the na
157. nd a message or web page when a document expires Locklizard Safeguard Enterprise PDF Writer You need to purchase this document before you can view it Please contact ABC Sales on 800 765 3426 or email sales abccompany com Navigate to URL http www abccompany com unauthorized url html On Document Expiry This document will expire on DATE Navigate to URL Display 3 5 days before document expires Welcome Message URL http www abccompany com welcome message html lt gt eel Diagram 16 Messages tab Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 45 of 225 lt gt Lockdizard 3 5 1 On Unauthorized Use 3 5 1 1 3 5 1 2 Display Message In this field you can type custom text that will be displayed if a customer does not have the correct key to view the document and therefore needs to acquire a license from you This facility allows you to solicit for additional business by providing your sales contact details if that is appropriate to your business model This information is specific to each protected document you create so no matter where a user downloads the Safeguard Viewer from if they double click on one of your protected PDF files and they do not have the correct key for your document then they will see this message The text you enter here is saved and displayed editable for use when you protect future documents
158. nfigure proxy settings left click on the Windows Start menu and select Programs gt Locklizard gt Safeguard Enterprise gt PDF Writer gt Proxy Settings The following dialog is then displayed Locklizard Safeguard Enterprise PDF Writer proxy settings Automatic configuration script js jvs or pac file Address Proxy server Use Proxy Proxy authentication lt gt idea Diagram 8 Safeguard Writer proxy settings This dialog enables you to set the proxy from a configuration script or by manual entry Automatic configuration script The Writer can also be configured using a proxy administration PROXY PAC file a plain text file containing a JavaScript function that will automatically configure the proxy settings to be used In the Address field type in the full path of the Proxy pac file you want to use either an http path or a local file Load and then press the button This file will have been provided by your IT department and not by Locklizard Below is an example proxy pac configuration file that will make the Viewer or Internet Explorer go via a local proxy server if a connection is made to www Locklizard com Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 33 of 225 lt gt Locklizard 2 3 2 function FindProxyForURL url host if shExpMatch url http www Locklizard com return PROXY 192 168 1 1 8080 el
159. ng this option important machine and version information will be sent to you which can then if necessary be passed on to the Locklizard support team for further investigation Please note Locklizard will only deal with support requests from publishers and not from publisher s customers Support requests arriving from people who are not direct customers of Locklizard may be deleted without any response at all Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 175 of 225 lt gt Locklizard Chapter 6 Distributing Documents Delivering the documents that your customers are going to use is a critical part of the business process But there are different models that you should consider for delivering documents to customers The two principal business process models you can use are push or pull which we can call sending documents and downloading documents 6 1 Sending documents to customers This model is appropriate where you have very regular requirements to send information to a regular or specific group of contacts These may be business partners or customers buying a regular service If you are sending small documents newsletters invoices contracts it may be efficient to send the document by email to the customer immediately after it is ready This is efficient from an operational viewpoint because there is a high chance that the document will get to its destination
160. ning a publishing house except perhaps that there is no accounting control for sales and customer management unless you are using an outsourced administration model perhaps Instead of customers you have departments or task forces or workgroups These may align more with publication groups The same goes for formal reporting groups boards of management and investor relationships Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 207 of 225 lt gt Locklizard 11 1 Organizing publications as internal structures 11 2 Instead of thinking about publications think about the internal distribution requirements that you have for similar documents These may be based around a research project or around a litigation or around the accounting function So as an administrator you will need to be able to allocate specific documents to internal groups who have a need to be able to use the document Each of these groups is either an internal organizational unit or one that is related to operational groups that the enterprise formally communicates with on a regular basis Setting document controls There are two keys to retaining good document control The first key to maintaining control of documents is to give them clear and recognizable titles When you are controlling internal files the filename version number and source which department owns or created it are useful references If you have a
161. nn ini nna na ana o nannan 205 10 5 CUSTOMER MANAGEMENT enean nnn nnn nnnm nah tn ausa na ga sS Da gas Rusa sE Ros 4 o sS o asm R uuu so R8 205 10 6 COPYRIGHT ITAW iciixkn acci iekauuc DXan ac eL Ta dn nuc Lian neck Dia eue LUV Rn n Ek LAE CL Van cV Ek DOR su LR aC LL Ra uc 206 CHAPTER 11 HOW TO USE GUIDE INTERNAL ADMINISTRATION 207 11 1 ORGANIZING PUBLICATIONS AS INTERNAL STRUCTURES enn nnnm nnn nnn 208 11 2 SETTING DOCUMENT CONTROLS ennemi nna n RR IE RN REN RN NE ERN RE RE RN na 208 11 3 CONTROLLING STAFF CUSTOMER RECORDS enema nntnt nnne nn nnn 209 11 4 CONTROLLING INDIVIDUAL DOCUMENTS nnnm nnnm arn a a anna n a na a6 210 11 5 PROVIDING LEGAL ACCESS misioan arsana naana aana eC Cn ao cer ED Ran c cu sence oce voa cu Ra oe caudae ud 210 CHAPTER 12 PICKING A GOOD STRUCTURE FOR FILENAMES nnns 212 CHAPTER 13 DATE AND TIME CONTRODLS eren nnnm nnn nnnm rana nna 214 CHAPTER 14 SAFEGUARD WRITER UTILITIES erre nnnm nna 215 14 1 REMOVE KEYSTORE erneuern nain nn natu na da sn naga sm Rasa so Rusa 0 sS Rua sm Russo 48 215 14 2 CHANGE ACCOUNT PASSWORD errem nnnm ani nn na o Ru E IE RN NEN RN SEDE o oa 216 14 3 CHECKING FOR PROGRAM UPDATES ennemi nna n na na n nannan 217 14 4 COMMAND LINE AND BATCH PROCESSING enn nnn nnn nn rr nn na n a na 218 14 5 ECOMMERCE INTEGRATION AND AUTOMATI
162. nough information to install LockLizard Safeguard PDF Writer Enterprise on your computer The following settings will be used Install folder C Program Files x86 PDF Writer Enterprise Shortcut folder LockLizard Safeguard PDF Writer Enterprise Please click Install to proceed with the installation QP Lockiizard Ca Diagram 5 Safeguard Writer Installation settings d B5 Locktizard Safeguard PDF Writer Enterprise 40 24 Setup a om Safeguard Enterprise PDF Security Installation Finished The installation has completed successfully The LockLizard Safeguard PDF Writer Enterprise 4 0 24 installation is complete The application may be launched by selecting the installed icons Thank you for choosing LockLizard Safeguard PDF Writer Enterprise Please click Finish to exit this installer V Quick Start Guide Q gt Lockiizara s Ce c9 M d Diagram 6 Safeguard Writer Installation complete Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 30 of 225 lt gt Locklizard 2 2 1 Disabling Automatic Updates You may want to disable the auto update checker in the Writer from running if you don t want to force your customers to have to upgrade their Viewers when it may be part of their corporate IT policy to only upgrade a small number of times a year This is necessary because users have to upgrade their Viewer
163. nt cancellation is a system action and therefore cannot be monitored by Locklizard The number of copies is related to the number of times the user presses the print button and not the number of pages a user prints If a user therefore only prints three pages of a fifty page document the print count is still decremented by one If you want to protect a document that does not have printed allowed for all customers but you later want to allocate prints to individual Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 68 of 225 lt gt Locklizard 3 10 1 3 3 10 1 4 customers on a per user basis for example they paid extra for a document where printing was allowed then select this option and leave the print value at zero You can then change this value at a later date on the administration system on a per user basis NOTE Changing the number of prints allowed The print count can be changed on the admin system on a per customer per document basis if a customer later requires additional print copies See change number of prints for additional information No access after print copies depleted This feature is used when you wish to stop all access to a document once it has been printed a specific number of times If you check this box then after the allocated number of print copies has been used the user will no longer be able to open the document for future viewing Note that this op
164. o PDF format You can use a product such as Adobe Acrobat Standard or Professional see www adobe com or any other software that converts existing documents Word Excel etc into PDF files in compliance with PDF standard 1 6 Later versions of Acrobat and other PDF conversion software are supported as long as the content is static and not dynamic javascript forms etc Filenames must only consist of ASCII characters no special symbols and only one full stop should be present in the filename For example finance_report23 pdf is acceptable but finance report23 pdf is not Maximum file size sizes supported Safeguard PDF Viewer for security reasons handles file decryption operations in memory only No temporary or cache files are created Depending on machine memory size processor speed and operating system this may restrict the maximum size of file that can be processed We advise that you should not protect files greater than 200MB in size for reliable use across a wide range of Windows and Apple Macintosh clients Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 38 of 225 lt gt Locklizard 3 3 Protecting PDF Files 3 3 1 Once Safeguard Writer has been installed and registered you can start protecting PDF files Please bear in mind the following points before protecting PDF documents 1 Copying saving and modifying protected documents is prevented at all times
165. o access all the documents in a publication once they have registered to use any one document Examples of this would be where you have provided a CD or DVD with many protected documents on it which are part of the same logical publication and you want your customers to be able to use all the documents seamlessly offline once they have registered use of the first document This may be because they need to be able to use the publication contents when an Internet connection is not available If this is the case then you need to make sure that you have not imposed any document controls that enforce a connection to the Administration server limited the number of prints views logged document views print requests expiry in n days or enforced an Internet connection every time every n days the document is opened Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 59 of 225 lt gt Locklizard Another reason you may want to use publications is if you are updating versions of the same document on a regular basis This is because even if you publish a document with the same name it is given a new document ID on the administration system and is therefore a different document than your original one By creating a publication with the same name as the document you are going to be updating regularly e g Finance Book for Beginners you can publish all versions of the document to this publication and not have to wor
166. ocklizard Ltd Page 86 of 225 lt gt Lodkdizard ga Safeguard Enterprise PDF Security lt gt Locklizard Login Required You must log in to access this area Username Password Diagram 28 The Administration System logon Enter your username and password in the fields provided and then press the Login button Your username and password can be found in the Safeguard Writer Registration email that was sent to you when your publisher account was created unless the password has subsequently been changed On successful logon the Administration System is displayed as shown below om Safeguard Enterprise PDF Security lt gt Locklizard Customers USB Devices Publications Documents Statistics Backups Settings News LogOut Help Administration System customers Customer Accounts 4 Add customer Filter P Sort by name Show atleast 25 records Wok Manage customers Import customers Sor f x Cox Export customers Batch changes All Check Uncheck Invert With all checked Suspend Email aaron amp designbrain com 1D 8069 Status not registered enabled valid from 04 10 2014 valid from 12 05 2013 Diagram 29 The Administration Licensing System Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 87 of 225 lt gt Locklizard You can logout of the Administration Sy
167. ocument eese eene 196 7 1 38 How do I see how many times a user has printed a document eese 197 7 1 39 have restricted license registration to company employees but would like to allow a third party outside of our organization to register How can do this scccsssseccsssseecsssseeeessseeesseseeeeseseeenseeees 198 CHAPTER 8 OFFLINE USE eren 199 8 1 OFFLINE USE AND PUBLICATIONS iuciiidecidistiien ii nas etx GEbikl xk OH ers icai ra BS DIS Dis anu 200 CHAPTER 9 HOW TO USE GUIDE SMALL PUBLISHER nnne 201 9 1 SETTING DOCUMENT CONTROLS nennen nna nnns 201 9 2 CONTROLLING CUSTOMER RECORDS enne 202 9 3 CUSTOMER MANAGEMENT iicticraccs bir arbcap rci pud iius arid e On En DI IE on e TO RE 202 CHAPTER 10 HOW TO USE GUIDE LARGE PUBLISHER enne 203 Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 8 of 225 lt gt Locklizard 10 1 ORGANIZING PUBLICATIONS ssscsesesteeseseseeeseseeeeeseseseeuseseseeeseseseeeseseseensaseneenassseennseseones 203 10 2 SETTING DOCUMENT CONTROLS enean nnn nn ain a au uS IR RR REN RENE E RR REDE E Sa 203 10 3 CONTROLLING CUSTOMER RECORDS enean nnnm rina au na na RR E o nananana na 204 10 4 CONTROLLING INDIVIDUAL DOCUMENTS nennen nnn
168. omers The customer will still have to be sent the actual documents or have them available for download before they can use them When you add a publication to an existing customer they will only be able to use documents in that publication that were created inside the customer validity period if the publication has the obey start date option checked You can continue to add existing documents to new publications at any stage Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 119 of 225 lt gt Locklizard 4 4 3 15 Set Document Access Set Document Access Click on Set Document Access link to grant or revoke customer access to one or more documents The following dialog is displayed Set Document Access for Ben Charmers Fiter P J swew E es All Check Uncheck Invert Sony UX522 13797 10 03 2014 23 39 29 valid never DESIGN Creation of Artifacts in Society 13796 10 03 2014 23 39 28 valid Diagram 42 Set Document Access Even though you may have previously set document expiry when you published a document you can change document expiry here on a per customer basis You may want to do this for example to give certain customers time limited viewings of some of your documents Select the document s you want to grant access to From the With all checked pull down list box select the customer access interval to the
169. on document grants access to all others within start and end date limitations and removal of documents within that publication If you decide to give non publication users direct access to documents that have been published to a publication then they will also be able to view all of the other documents in that publication assuming they can get hold of them We strongly advise publishers not to grant direct access to a document that has been published to a publication If you wish to do this then you should protect it again as a standalone document You can then give users access to that document without granting access to an entire publication Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 122 of 225 lt gt Locklizard 4 4 3 16 Change number of views Change number of views Select this option to change the number of times a document can be viewed opened by the selected customer This feature also enables you to see how many document views remain and therefore how many have been used for any document with this restriction set by individual customer Note that this change can only be applied to documents that were originally published with a limited number of views It is not a control that can be introduced after a document has been protected The screen below is displayed showing the documents for which this customer has a limited number
170. on of the customer record see below and then press the button Resend 7 email license file OK 7 1 25 How can I tell what access controls have been applied to a document after it has been published This information is displayed on the administration server in the Protected documents details section Document Controls Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 190 of 225 lt gt Locklizard Protected document details Document Information Title DESIGN Creation of Artifacts in Society ID 13828 Published 10 06 2014 20 12 46 Expires never Status valid Document Controls Validity check each time the document is opened Print enabled and unlimited View limitation unlimited Log prints yes Log views yes Publisher LockLizard Title DESIGN Creation of Artifacts in Society Print yes all You can also right click on a protected PDF file PDC file in Windows File Explorer select Properties and then the Secure PDF file tab r Baumatic BCS460SS pdc Properties Lizard Safeguard Secure PDF Document Document ID 13743 Display settings page view continuous page size actual size default page 1 Date 10 2 2014 mm ddyyyy Writer v4 0 28 823 Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 191 of 225 lt gt Lodkdizard 7 1 26 7 1 27 7 1 28 7 1 29 When securing a pd
171. on the Publications tab 4 7 1 Adding publications To add a publication click on the Add Publication link Add publication Name Description E obey customer start date Diagram 50 Add Publication Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 130 of 225 lt gt Locklizard 4 7 1 1 4 7 2 Enter a name for the publication max 64 characters and optionally a description and then press the button Obey Customer Start Date Check this box if you don t want customers to have access to documents published before the customer was added For example do this if you are selling subscription services for a publication and do not wish new customers to gain access to back numbers issues published before the customer subscribed to your publication If this box is not checked then the customer start date will be ignored and customers will be able to access all the documents that have been published to the publication Please recall that if you publish a document with a start date in the future it will not become available to customers until that date Managing publications To view and manage existing publications click on the Manage Publications link Publications Filter P Show Al Sort by name Show atleast 25 w records All Check Uncheck Invert With all checked Delete w Description Date added 1915 Financial Monthly B mont
172. ons that need to be activated by selecting options from that application in order to capture the screen You may NOT wish to select this option if training course instructors are using your documents to teach courses and they are using two screens one to display the protected document and the other for notes additional information If the mouse focus is taken away from the screen the Viewer is not present on then the protected document will be masked Enhanced screen grabber protection This option adds another layer of security to Safeguard s standard screen grabber protection by writing additional data to the display to confuse certain screen grabber applications It also applies a screen mask if the mouse focus is moved away from the Viewer window PN IMPORTANT NOTE Slow screen refresh rates If this option is selected then the Viewer window will load slower and mouse scrolling will be noticeably slower This may be an issue if you have customers using slow computers or those that make significant use of mouse scrolling rather than the page up down keys for document navigation Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 49 of 225 lt gt Locklizard 3 6 1 3 Allow Screen Capture If you select this option then your customers will be able to use Windows print screen and third party screen grabber applications to take image copies of the screen You may want to enable this option i
173. ot yet licensed the document Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 84 of 225 lt gt Locklizard Chapter 4 The Administration System The Administration system also referred to as the licensing system is where you administer your documents publications and customers This may be hosted on your own server or hosted by Locklizard Once you have secured your PDF files it is a simple matter of setting up your customers on the Administration system customer name or identifier email address and company optional and allowing them to use one or more of your publications or documents Your documents will then be accessible to the customers that have been authorized to use them The Administration system lets you e Manually enter customer data e Import existing customer data perhaps from an accounting system e Automatically enter customer data using the Safeguard eCommerce module e Administer customers documents and publications e Export customer data documents and publication records e View statistics and generate reports e Change email settings and license delivery e Backup and restore the entire system or individual sections e Logon and logoff The eCommerce module enables you to integrate Safeguard Enterprise with your eCommerce system for a totally automated secure document distribution service Once your customers pay for a document or publication then their detai
174. our protected documents e g who they must contact in order to be authorized to view the document or redirect them to a web page that displays this information Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 18 of 225 lt gt Locklizard 1 6 You can specify the text that will be displayed when your documents expire or have users redirected to a web page of your choice This information can be displayed at expiry time or n days before your documents expire in order to give your customers ample time to renew their subscriptions The first time a document is viewed you can redirect users to a web page optional For example you may want to display your terms and conditions additional products that your customers might be interested in purchasing Each time a protected document is loaded a splash screen can be displayed optional You can insert your own image here say your company logo and a brief message to customize Safeguard Enterprise for your company Watermarking Watermarks can be applied to documents when they are printed and or when they are viewed Both images and custom text are supported along with dynamic system data user name email address date and time stamps You do not have to protect documents for individual customers customer identification is carried out dynamically for you and customer system specific information is dynamically inserted when the document is vi
175. ow message sens etie i qi dt nite re IIR ot eats 3 5 2 2 Navigate to URL smer noanean M 3 5 2 3 Display n days before document expires sess 47 3 5 3 Welcome Message URL e 47 3 6 ENVIRONMENT CONTROLS TAB uessssecssesssssconsearessonnseseensnsnausenesnseassaseenseassssoanszaseasonzanseess 4Q 3 6 1 Screen Capture rac ecdicsticccccctiscecscbissesesssenscesesensspeesensspesessenpssecesesesesecesecesssesecesscusssosssosssusacesueusscesusssusssuce 49 3 6 1 1 X Standard screen grabber protection 3 6 1 2 Enhanced screen grabber protection 3 6 3 3 AlloWScheet Capture is 2 scse2ectescecsccdsstessaedesntsecscaseceuscesdgsavsnexsanedsetsacsaasacsascesisavesexsateaseiseescaseeseieenicee 50 3 6 2 Allowed environments c 50 3 6 2 1 Allow Thin Client and Virtual Environments eseseseeseeeeeeneneeeeee nennen nennen nennen nnne 50 3 6 2 2 Disallow use on Mac iOS amp Android cccccccccccesssssccceccssessccesccecesssseeececesecsseeesecececssesuececesessseeeeeess 51 3 7 DISPLAY SETTINGS TAB eere 3 7 1 aU E 3 7 2 Viewer window size eeeeeeeeeeeeee esee e eene nnn A tens sess ens ses eens E E 53 3 7 3 PARC VICW e PES 3 7 4 PARE SIZC ics lsc
176. pany and is being viewed by UserName of UserCompany Email at DateTime Word wrap Position Top Center and Bottom Center X Opacity n Display watermark PDF content Don t add Watermark on first page 4 Locklizard Diagram 24 View Watermarks Settings tab Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 72 of 225 J lt gt Locklizard WwW Watermarks can be displayed on viewed and or printed documents Both text and image watermarks are supported These are displayed when a document is printed and or viewed in the Viewer software You might want to use Safeguard Enterprise watermarks rather than applying a watermark to the original PDF document since you can display user and system data dynamically username company name date time stamp on the protected content Watermarking can be a complex subject There are two general types of watermark First are the obvious watermarks such as the identity of both the user of the document and that of the publisher and perhaps the time and date of viewing printing These correspond to the visual watermarks on banknotes Seen in daylight they are obvious Equally since they are obvious it might be possible to exclude them from a scanned image But on electronic documents it may also be that visible watermarks detract from the visual appearance of the work being sold This can be a matter of artistic judgment that is
177. preventing screen grabbing e locking keystores to specific devices e controlling usage in thin client virtual environments e controlling the number of prints allowed You should therefore bear this in mind when deciding whether to allow Web Viewer access Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 225 of 225 lt gt Lodkdizard
178. prints displays only documents published with limited prints e Suspended displays only suspended documents e Protected for all customers displays documents that all customers Can access e Protected for selected customers displays documents protected as standalone documents individually allocated 4 8 2 Suspending documents You can suspend a document to prevent customers from accessing it or continuing to access it It may be for example that you want to publish all your documents in one go with unrestricted access so no date range is set but only enable access at a date time that suits your purpose To suspend documents select the documents you want to suspend by checking the boxes next to their names and then press the button Oncea document has been suspended the button is replaced by an button Press this if you want to re activate the document A IMPORTANT NOTE Suspending documents If you suspend a document then if the customer in question is accessing a document that requires them to connect to the Administration server those documents will no longer be viewable since there are no records to authorize against If the customer in question is accessing documents that do not require them to connect to the Administration server then those documents will continue to be viewable Ifa customer has not yet viewed a suspended document then they will not be able to access it Safeguard Enterprise Writer v4 0 R
179. ptions corresponding to the data you want to export and then press the button The following information is exported e Publication ID e Publication Name e Publication Description Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 137 of 225 lt gt Locklizard 4 8 Documents This section is where you can view document information grant or revoke customer access to documents suspend documents and delete document records from the Administration system The administration functions provided are Search for documents Suspend documents Delete documents Grant and revoke customer access to documents Add or change document notes Export document records To view manage and export documents click on the Documents tab The Manage Documents dialog is displayed Manage protected documents F p Sort by ID Show atleast 25 w records ed Sony UX522 13823 10 06 2014 18 17 16 valid Suspend Delete Details LockLizard_Enterprise_PDF DRM_Writer_v4 7 13822 10 06 2014 18 17 15 valid Suspend J Delete Detaits Diagram 57 Manage Documents Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 138 of 225 lt gt Locklizard Here you can see a list of the documents you have added to the system this occurs when you protect a document using the Writer softwa
180. r button the customer account is created Registration codes if the send registration email checkbox is checked are automatically emailed to the customer using the email address you entered The email also contains the download link for the free Safeguard Viewer software See How Customers Use Your Documents Now you are ready to send your protected PDF PDC files to users by email or publish them on CD ROM removable media etc or from your web site Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 101 of 225 lt gt Locklizard 4 3 Importing Customer Details 4 3 1 1 4 3 1 2 You may already have an established customer base or user list and need to import those records into the Locklizard Administration system This information can be imported in a csv format file a spreadsheet format containing the minimum details needed to satisfy the Locklizard system Click on the Import Customers link Import customer accounts CSV file No file selected V Send license registration emails V Send Web Viewer login info emails Diagram 35 Import Customer Accounts screen The CSV file must contain on each line a customer account definition Each row of the spreadsheet is a separate customer record A sample CSV file showing you how the fields are laid out can be downloaded from www Locklizard com downloads sample data csv A sample PDF file showing you what each
181. r both the Writer and Viewer products If both are being used on your computer then you only need to run the utility once because it configures both the Writer and Viewer applications at the same time Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 34 of 225 lt gt Locklizard 2 4 Once you have registered the Writer and Viewer software they do not need the proxy settings again unless someone decides to change your in settings and they cannot be automatically picked up by the Wr software Registering the Writer ternal proxy iter Viewer Before you can start using Safeguard Writer you must first register it with the online licensing control system administration system In order to register your computer must be connected to the Internet or if you are hosting the Locklizard administration system on your own server then you must be able to connect to this server Regardless of whether you are evaluating or you have purchased the software you will have been sent an email containing your registration information Message um m z x tomer XK QL QD fenes B Spam outiook E To Manager d gue CR a d e Bmigoocsel LockLizard Safeguard Secure PDF Writer Registration Message HTML Le igl LockLizard Safeguard Enterprise PDF Security Welcome to Safeguard Enterprise for publishers Follow the instructions below to start using Enterprise For detailed information s
182. r support agreement if you do not comply with this requirement Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 155 of 225 lt gt Locklizard 4 9 2 4 9 3 Set Monitor Email This function allows you to set the email address to which a copy of the customer license file will be sent Monitor email address Diagram 70 Set Monitor Email Address Enter an email address and the press the button You can add more than one email address in this field by using a semi colon and a Space as a Separator For example xyz abc com xyz hotmail com You may want to use this function so that you have a record of when license emails were sent out to your customers Further you may wish to send your customers a default email message containing your own content perhaps informing them of updates or new information relevant to the product s that they have acquired To do this you would need to set up an auto responder that is automatically triggered when the license email arrives in your inbox You would need to configure your own email system to do this It is not an internal feature of Safeguard Enterprise Please be aware that some email servers reject email coming from an automated source because they choose to believe that it must be spam and you may therefore need to provide a manual follow up where that happens The same can be true if you are sending a license to an internal user but it is sta
183. rackable watermarking for a customer with multiple licenses 192 7 1 29 If a pdc file is on a CD and a customer attempts to open it does the file perform exactly as if it were on the hard drive cccccsseccessseccessccccesescecesesecescsceeeseseeeesescesessceeeeseseeeeseceeeeseceeeeseeeeeeseeeeeasenees 192 7 1 30 have enabled logging on document views but the Viewer won t let my customers open documents unless they are connected to the Internet despite the fact that chose never when enforcing an Internet connection eeeeeeeeeeee seinen eene tnn nene nnn nene nnn sss tnns stets seitens sese nnns sse nnn ses ennns 193 7 1 31 If want to give customers unlimited prints but still log how many times they have printed Is this LoT o rm C 193 7 1 32 Under what conditions must my customers be online in order to view my protected documents 193 7 1 33 I have added a new document publication How can I give access to this to all my customers 194 7 1 34 How do give multiple customers access to a document or publication I have just added 194 7 1 35 want to delete all customer accounts that have expired Is there a quick way to do this 195 7 1 36 How can ensure only users within my organization can register licenses eese 195 7 1 37 How do I see how many times a user has viewed a d
184. rd Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 214 of 225 lt gt Locklizard Chapter 14 Safeguard Writer Utilities Safeguard Enterprise Writer is provided with a number of additional utilities Below are descriptions of the utilities including examples of when you may need to use them Some of the utilities are supplied as part of the Writer program and others are available as separately purchasable items When a utility is a purchase option that is mentioned in the text below and prices may be found on the Locklizard web site http www Locklizard com 14 1 Remove Keystore This utility is accessed from the Windows gt Start gt Programs gt Locklizard gt Safeguard Enterprise gt PDF Writer menu Remove Keystore You may need to use this utility if you registered a Writer license for testing purposes and later want to use the same Writer software on the same computer but register it with a purchased license which you intend to go live with Also following a successful account password change you may want to use this utility on those computers where you are registering the new Writer license with the changed password Note that de installing the Writer software does NOT remove the keystore so you must use this utility to remove the keystore files Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 215 of 225 lt gt Locklizard 14 2 Change Account P
185. re 4 8 1 Document Search and Sort options 4 8 1 1 Filter Use the Filter field to find a document by name or ID or leave it blank to select everything To search by ID enter ID n where n is the document ID number 4 8 1 2 Sort by Select from this pull down list box whether you want records displayed in title date or document ID order If you select title then records will be sorted in alphabetical order If you select date then records will be sorted in document published date order with the newest entry first and ID order shows the most recent ID first 4 8 1 3 Show at least n records You can change the number of records displayed on a page by choosing the appropriate number from the Show at least pull down list box 4 8 1 4 Show From the Show field you can select particular classes of document records that you want displayed The following options are available e All displays all documents e Expired displays only documents that have expired e Not yet expired displays only documents that have not yet expired e That expires on displays only documents that expire on a selected date e That belong to the publication displays documents that have been published to the selected publication Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 139 of 225 lt gt Locklizard e With limited views displays only documents published with limited views e With limited
186. red between publication documents You can however change the date access range for individual publication documents to provide limited or no access For instance setting both the start and end dates to before today effectively ceases access IMPORTANT NOTE Revoking document access Once you have revoked access to a document then if the customer in question is accessing documents that required them to connect to the Administration server those documents will no longer be viewable since there are no records to authorize against If the customer in question is accessing documents that do not require them to connect to the Administration server then those documents will continue to be viewable by that customer regardless If the customer has not yet viewed the document you have revoked then they will not be able to access it Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 147 of 225 lt gt Locklizard 4 8 8 Document open history If you have logged document views when protecting a document then the View Document Open History link is displayed View document open history Clicking on this link will display the following dialog Title DESIGN Creation of Artifacts in Society Document ID 13827 Published 10 06 2014 20 03 37 Expires never Document open history 5 Document last accessed 10 06 2014 20 08 22 by Ben Charmers Customer ID 8088
187. revoke access to specific publications if an employee changes job function or location and may also be used to stop access from roaming users or users who are part of other businesses where the IT access control mechanisms have no effect Chapter 10 explains in more detail how Safeguard Enterprise can be used for internal company use Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 27 of 225 lt gt Locklizard Chapter 2 Installation 2 1 Pre requisites Safeguard Writer is compatible with the following platforms Windows XP with SP 3 or above Windows Vista Windows 7 Windows 8 Windows Server 2003 amp above IMPORTANT NOTE You must have Windows administration privileges in order to install the Writer software In Windows 7 8 and 2008 you must also right click on the installation exe and select Run as Administrator 2 2 Installing the Writer Double click on the SafeguardPDFWriter_Enterprise exe file in Windows Explorer to start the installation process The installation process is straight forward and it takes less than a minute from start to finish Screenshots of the installation process are shown below and are self explanatory Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 28 of 225 lt gt Locklizard i LockLizard Safeguard PDF Writer Enterprise 4 0 24 Setup a om Safeguard Enterprise PDF Security
188. rom the backup Backup file No file selected Diagram 84 Restore Backup Use the button to select the backup file Then press the TM In the event that a Restore Backup command is interrupted machine failure Internet connection failure the command must be re issued and the restore completed before your system data will be fully returned and usable Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 169 of 225 lt gt Locklizard 4 12 USB Devices If you have purchased Safeguard Portable then the USB Devices tab is available ga Safeguard Enterprise PDF Security Customers USS Devices Publications Documents Statistics Backups Settings News Log Out Help finer JP Sothy Showatleas 2 y records Low All Check Uncheck Invert With all checked Suspend OK Diagram 85 USB Devices Tab From here you can view the USB Devices you have populated edit accounts and assign document and publication access Clicking on the button will display information relating to the USB device Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 170 of 225 lt gt Locklizard USB 001 CCOEC34C9FBB0371925FD Account Information 8062 valid from 10 02 2014 10 02 2014 FS mm dd yyvy 12 02 2014 EE mm dd yyyy never expires Manage Access A Set Publication Access 3 Set Document Access
189. rting from outside of your internal domain Set License Delivery The Administration system is set by default to automatically send a registration email containing a license file whenever a customer record is added to it If your business model prefers to send license information directly Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 156 of 225 lt gt Locklizard 4 9 3 1 4 9 3 2 from your web site to a customer or some other internal management process then you should uncheck this option so that the Administration system will NOT send the registration email to a customer when they are added to the system Customer license delivery 2 v Send customer license by email Email license file as download ink w Diagram 71 Set Customer License Delivery Send customer license by email To disable license file emails being sent to your customers uncheck the Send customer license by email checkbox and then press the button Even if you select this option you can still send license files to customers on an individual basis when creating and editing customer accounts To re enable license file emails check the Send customer license by email checkbox and then press the button NOTE Customer license delivery and ecommerce integration In an automated solution we would expect you to be using the Locklizard eCommerce integration module in order to display customer licens
190. ry about having to manually give customers access to the latest version You just need to give your customers access to the publication and they will then be able to open all updates to the document without requiring further authorization You can protect documents that are part of a publication and are published separately in their own right as free standing documents There are several reasons why this may be useful e You may want to send individual customers a sample document from one of your other publications without having to give them a license for an entire publication e You may want to provide outsiders with specific documents rather than granting blanket access e You may want to sell individual documents in their own right as well as having them as part of a publication This would be the case when you have subscribers to a magazine or financial report but also sell individual copies If you wish to do this then you must protect the document twice once as part of a publication and once as an individual document selected customers only Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 60 of 225 lt gt Locklizard CRITICAL NOTE EFFECTS OF GRANTING DIRECT ACCESS TO DOCUMENTS THAT ARE PART OF A PUBLICATION The key characteristic of a publication is that access to one publication document grants access to all others within start and end date limitations and removal of documents
191. s Further to help prevent attacks from hackers and prevent keyloggers and other programs commonly used by hackers viruses and worms to send confidential internal data to outsiders internal systems may use non standard port addresses when connecting to the firewall to access web services Finally the firewall may require users who wish to use external services to authenticate themselves to the firewall before they are able to use external services To support these higher security requirements Safeguard Enterprise allows you to configure your proxy settings in both the Writer and Viewer programs Safeguard Writer automatically picks up existing proxy information from Internet Explorer if it is available However if your proxy requires authentication a dialog box will be displayed where you must enter the user name and password needed to authenticate yourself to the proxy Your internal IT department should be able to provide you with the necessary information to complete the authorization Connect to 192 168 0 142 CCProxy Authorization User name e User1 Password fo IV Remember my password crea Diagram 7 Proxy authentication dialog Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 32 of 225 lt gt Lodkdizard 2 3 1 There may be circumstances when you need to manually override these settings before you can register and use the Writer software To manually co
192. s actual size Q9 NOTE The maximum custom value size supported is 250 zoom at 25096 Open document at page n Enter a value in the field provided or use the up down arrows to locate the page at which you want your document to open at if not the first page Hide bookmark panel Check this box if you do not want bookmarks to be displayed on opening Enforce display settings Check this box if you want to enforce the display settings you have set in this tab so users cannot change how documents are displayed on screen If you select this option then users will not be able to change the document view settings whilst viewing the document You may find this useful if there is a particular house style or branding that must be preserved If you don t select this option then your document will load in the Viewer using the settings you have selected but users can then change them if they find some other setting more convenient to them Note Enforcing display settings amp Full screen mode Even if you have selected this option and the Full screen mode checkbox users will still be able to exit full screen view by pressing the ESC key on their keyboard Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 54 of 225 lt gt Locklizard 3 8 Document Access Tab Here you decide how the document is made available for use It may be for all customers or have to be allocated individually to individu
193. s if you use new functionality in a Writer release that is not supported by the earlier Viewers installed in your user base Additionally you may wish to implement an updated Writer for testing and acceptance purposes without converting all your Writers so that continuity of service can be maintained until you are satisfied that the new Writer will achieve your requirements If this is the case you will need to disable the automatic update checker Example of use disable automatic update checks SafeguardPDFWriter_v26 exe UPDATE 0 Example of use enable automatic update checks SafeguardPDFWriter_v26 exe UPDATE 1 NOTE Program Checks Even if automatic update checks are disabled users can still manually check for updates using the Check for Program Updates option on the Help menu The auto check for updates option is saved as the AutoCheck value in the PDCWriter ini file in the Updater section If the AutoCheck value is missing or the AutoCheck value is 1 the Writer will check for updates every week You can manually set the AutoCheck value to zero AutoCheck 0 to disable the update check if you prefer Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 31 of 225 lt gt Locklizard 2 3 Proxy Settings On some systems because of internal security requirements firewall controls are set to prevent internal applications from connecting directly to external web addresse
194. s or address range here if you only want the USB device to be used at certain locations i e for a corporate environment you can restrict use so that it can only be used in the office or a library might restrict it to addresses in its domain Q9 NOTE Documents MUST be set to check with the administration Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 172 of 225 lt gt Locklizard 4 12 1 6 4 12 1 7 4 12 1 8 server verify document access each time the document is opened for this to be enforced Set Publication amp Document Access If you have published a keystore that is not a blank one to the USB device then decryption keys are already available to the user and you do NOT have to assign access here The document and publication access records will display the documents publications the USB device has been granted access to automatically The only reason why you would need to assign access here is because you have published either a blank keystore or users want the user to be able to view additional documents to those already published on the USB device Change number of Views amp Prints If you have published protected documents to the USB device with limited views prints then you can grant additional views prints here Batch Changes The following Batch changes options available from the Customers Tab Batch changes link also affect USB devices e Change customers v
195. se return DIRECT Proxy server manual entry settings To manually enter proxy settings check the Use proxy checkbox and then enter the address the proxy requires in the Proxy address field Your IT support group will be able to tell you the address you should enter here Also ask them if you need to enter a specific port address Safeguard Enterprise uses port 443 to securely address using HTTPS the Locklizard Administration server Port 80 is used for non secure traffic HTTP If your internal system requires the use of a different port for the connection you must enter it in the Proxy port box If you have installed the Administration System on your own server you may select any port you wish in order to communicate with it If your internal control system requires authentication at the firewall then check the Proxy authentication checkbox and enter in the fields provided the username and password that your IT department have allocated to access the firewall service If you do not supply the Proxy authentication data username password but the proxy server requires authentication a dialog box asking for the username and password will be automatically displayed when Safeguard Writer tries to connect to the Internet If the Use Proxy check box is not checked then the Writer will use the Internet Explorer settings for the Internet connection assuming the proxy settings are defined in IE This utility is used fo
196. sed 45 24 MB 50 00 MB V Publications Total Publications 6 Last added 10 06 2014 17 30 57 Money News Last Export n a fa Backups Total Backups 0 Last Backup n a Last Restore n a 3 System Last logon 10 06 2014 17 24 01 89 36 89 146 Administrator login JF 3 8 E E E Last action Support email address changed to support locklizard com 89 36 89 146 Diagram 76 Dashboard The following information is displayed Customers e Total Customers e Unregistered Customers e Registered Customers Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 162 of 225 lt gt Locklizard e Suspended Customers e Last Registered Customer e Expired Customers e Deleted Customers e Last added e Last deleted e Last import e Last export e Batch Changes Documents e Total Documents e Suspended Documents e Expired Documents e Last published e Last export Publications e Total Publications e Last added e Last export Backups e Total Backups e Last Backup e Last Restore System e Last logon e Last action Clicking on a link will display the selected information For example if you click on the unregistered customers link it will display a list of unregistered customers in the Customer Accounts section Customer tab Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 163 of 225 lt gt Locklizard The right hand pane provides a
197. seeceseseeeeseceeeeseseeeeseneeeesenees 181 7 1 7 Can users change my document security settings scccssscccsssseecsssseceessseeesssseeesseseeenssseeeessseeeeseeees 181 7 1 8 Is there a limit to the number of documents can protect or customers that can receive protected doculmelits 9 inicio E EE OR EO CE ETAT KL IERRUE CR RAN RRRO RARO R S ERR RR RS ORE UE NAR ANO RAS REN RR OKASE ENSS 182 7 1 9 Can I tell people where to buy a license from eeeeseeeeeeeeeeeeeee eene eene nennen nennen nnne snnt 182 7 1 10 Can my customers distribute protected documents to others eese enne 182 7 1 11 How can I control document expiration amp revocation once a document has been published 183 7 1 12 Why would I want to set customers to expire rather than documents 183 7 1 13 We want to give prospects customers free 30 day trials of our documents Is this possible 183 7 1 14 Do my customers have to be connected to the Internet in order to view my secure PDF documents erit eek ente ko ti aas SEa SEA ENR AN RANA RE EEKEREN NOSSA ER NERA GRE SURE AS NEAR OREL NR AE SEPA ERR USER NOS 184 7 1 15 Can add existing customers to future secured PDF documents or publications 185 7 1 16 What software do my customers need on their computers in order to view my secured PDF s Coen YTAN Kr a RTT EE ET 185 7 1 17 What
198. sers to make use of the documents that you license Why would want to set customers to expire rather than documents The system is flexible so that you can actually do both You may want customers to expire rather than documents because if a customer has subscribed to your service for a year then they are entitled to carry on viewing those documents after their subscription has expired The system prevents them from viewing documents with dates outside their subscription period On the other hand you may want to issue your customers or prospects with time sensitive trials or samples of documents because you do not want them to carry on viewing a document that has passed it s expiration date In this case once the expiry date has been reached the document is no longer viewable You can also expire customer access to individual publications If a customer subscribes to one or several of your publications for a specific period of time then you can expire access once their subscription period is over We want to give prospects customers free 30 day trials of our documents Is this possible Yes When you create a document you can specify the date at which it expires Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 183 of 225 lt gt Locklizard 7 1 14 When a customer registers they can then view your documents until that date is reached Once this date is reached the document will expire i
199. service To support automation and loose integration Safeguard Enterprise provides a servlet that publishers are able to call in order to transfer information automatically into the Locklizard Administration system i e user name email address publications and or documents a customer is entitled to view or to cause the Locklizard Administration to take a specific action such as provide information about a customer record list all documents or publications Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 218 of 225 lt gt Locklizard 14 6 You may want to use this utility in conjunction with the command line utility for a totally automated system where no administrator input is required The overall protection process can be automated from initially protecting information through setting up users on the Administration system to specifying the publications and or documents they can use This utility is available for separate purchase A separate user manual is provided setting out in detail the commands and giving examples of usage along with a sample PHP integration script for shopping cart integration For more details see http www Locklizard com product add ons htm If you would like to evaluate Safeguard Enterprise s eCommerce module then please email sales Locklizard com Batch Document Upgrade There are occasions when publishers will find it helpful to be able to requ
200. set up existing customer information can be imported and no configuring of servers is required Log system user and document activity Statistics and report generation Customizable message text or web page redirection for unauthorized access and expiry customizable welcome message and document splash screen Enable disable resend registration emails and send license files as attachments or links Complete integration with your e commerce system optional extra For more information see http www Locklizard com product add ons htm Batch automation with command line processing optional extra For more information see http www Locklizard com product add ons htm Completely managed administration system fully hosted by us or hosted on your own server Backup and Restore individual sections or the entire administration system No limit to the number of documents that you can protect or the number of customers that can subscribe to your publications FREE Viewer software nothing extra for users to purchase You can enforce viewer updates so that users are always using the latest version Silent installation for Viewer Viewer software can be installed silently across a network for quick installation in a corporate environment Browser and USB based zero installation Viewers Original and protected documents stay on your servers in your control and are not transferred to Locklizard Protected documents may be de
201. specified Where global services are in use publishers need to be aware that this time may appear to be quite different in different countries although it is precisely the same time overall There are a number of additional points that publishers should keep in mind e Date and time are only verified when the Safeguard Viewer is opened and the document is opened e If the document is not closed and the expiration date and time are passed that is not detected by the Viewer It will only be detected when the Viewer opens a new document e Safeguard Enterprise can detect any attempt by the customer to change the system date and time to a date and time that is earlier than the last occasion on which a document was opened by Safeguard Enterprise If this is attempted Safeguard Enterprise will refuse to open documents until the system date and time are set to later than the last access e fa customer alters the system date and time to a date and time that are after the last access to a document then unless there is a requirement to verify a license with the Administration system that date and time will be accepted as valid e Changes implemented by the publisher on the Administration server will only take effect on the customer if they must connect to the Administration server to verify their access rights and until such time as customers are obliged to connect to the Administration server their existing rights remain unchanged Safegua
202. ssseeessseeesssceeesseeeesseceeesseeeeeesenees 140 4 8 3 Deleting documents FeCOIKS cssscccesescecessseecesssceeeseseeeesesceeesssceeessseeeessseeeeseseeeesssceeeseseeeeeeseeeseseeeess 141 4 8 4 Viewing documents details 141 4 8 5 Viewing customers with Access to a document scccsesscceseseeesesceeesesceeescseeeessseeeeseseeesssseesessseeeeseaees 144 4 8 6 Granting Customer Access to a document ccccssssecessssccessseeceseseeessseeessseeessseeeeeseceeeaseeeeaseeeeeasenees 144 4 8 7 Revoking Customer Access to a COCUMENL cccsssecccssscecessseeceseseeessseeeesssceeeseseeeessseeeessceeeessseeeeesseeeess 146 4 8 8 Document ES TTE HT TA RRRRRRRRRRRR 148 4 8 9 Document print HIStory RRRRRRRRRRRRR 150 4 8 10 Exporting document records ssscccceesssssssceeeeesssesssceeeseessscssceeeeeessseesseeeesesssssssceeeseesssssseeeesenssesanee 151 4 8 10 1 qo 152 4 8 10 2 Export FileFormat jasc caesos reser teinte tn see grecia tenen guae etra in esta tapa est RSRS 152 4 9 1 Set Support Email 4 9 2 Set Monitor Email i 4 9 3 Set License DeliVErY i ccnsccccsseassesessosssnsscecssscnsesevecsseavaasesasecasoancasasenacessdnsasesosasasosndasesenscadssnaacssadsascosntans 156 4 9 3 1 Send customer license by email lt cccesccccevedsccueseesesensscssucedscceugenesceasasessedesssesencedsccegcinaceess 157 4 9 3 2 SEITE
203. stem at any time by selecting the Log Out tab You will then be returned to the Administration System logon screen Each tab of the Administration System is now described in more detail Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 88 of 225 lt gt Locklizard Customers The administration functions provided are Create customer accounts Import and export customers View all customers you have created accounts for Add extra customer licenses Search for customers Delete customers Delete ALL customers Suspend customers Change customer account validity dates Batch change customer accounts add extra licenses to all customers simultaneously change customers validity expiry date for all customers resend registration email to all customers grant document s access to all customers grant publication s access to all customers delete all customer accounts that have expired suspended not registered oO000 0 0 Edit customer account information name email company notes Change the documents your customers have access to Change the document expiry date for individual customers Change the number of prints allowed on a customer document basis Change the number of views allowed on a customer document basis Change the publications your customers have access to Re issue license files Suspend and activate licenses See a detailed account view
204. stions iu A onis addecaa aegri i aueeertgleckhaers om ceceaniezanar o ETT MA popu snseanseeeoaeaneseestesaiate caterer te Diagram 75 Statistics The administration functions provided are e Activity Logs See a detailed log of system activity when administrators logged in and additions deletions and amendments made on customer accounts documents and publications Export that information to a CSV file Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 161 of 225 lt gt Locklizard e Report generation Generate a report to obtain customer document and publication information and export that information to a CSV file e Statistics Summary view of your customers documents publications and system activity 4 10 1 Dashboard This section provides an overview of your customers documents publications system information and backups Dashboard aa Customers Total Customers 6 1 for Web Unregistered Customers 3 Registered Customers 3 Suspended Customers 0 Last Registered Customer Ben Charmers bcharmers bluebell com Expired Customers 0 Deleted Customers 0 Last added Ben Charmers bcharmers bluebell com Last deleted n a Last import n a Last export n a Batch Changes 09 24 2014 10 40 29 B Documents Total Documents 193 106 for Web Suspended 0 Expired 1 Last Published DESIGN Creation of Artifacts in Society Last Export n a Disk Space 90 48 U
205. stration System Add Publications screen Back in the Writer GUI press the button to update the Available Publications list box with your newly added publication s Yearly Financial Review Annual summary Diagram 21 Available Publications updated list box Select a publication by clicking on it to highlight it Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 58 of 225 lt gt Locklizard 3 8 3 1 Why use publications Publishing documents to a publication is the most efficient choice when you are selling several customers a subscription to the same publication say a daily newspaper or a monthly magazine Once registered a subscriber is able to use all the documents in the publications they are entitled to as soon as they receive them A publication is a logical grouping of documents for example all the files in a training course the monthly finance pack board agendas and minutes This grouping can be extended dynamically by adding more documents into it It is a more useful structure than trying to put users into groups to access documents for a couple of reasons e users may be insiders or outsiders or both The only thing that relates them is access to the family of documents e dynamic offline access of families of documents is much more difficult when each document is dealt with individually You may also want to use this facility if you want to enable your customers t
206. support Alpha Blending The simplest solution is to use a different colored font say a grey color for the watermark text to ensure that it is always printed 2 If opacity is selected then the more watermark text you use the slower the page rendering will be in the Safeguard Viewer and the slower printing will be For this reason it is recommended that you use as a maximum one line of text Reduce the font Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 77 of 225 lt gt Locklizard size if necessary to minimize the amount of text used 3 If a background text color is selected it is only displayed at full opacity and not otherwise A IMPORTANT NOTE Text opacity is NOT supported for text positioned across the page and for continuously repeated watermarks the opacity slider will therefore be disabled if the watermark text position is set to either of these settings d IIO Display Watermark on top of behind PDF Content Select from the pull down box whether you would like the watermark text displayed on top of the PDF content or behind it If you select the on top of option then the text will obscure the PDF content If you select the behind option then the PDF content will obscure the text of the watermark Behind is more conventional 3 11 3 8 Don t add Watermark on first page Check this box if you don t want a watermark to be displayed on the first page of your document
207. sword change a new Safeguard Writer license email is sent to the email address that was entered when your Safeguard Writer account was created please note that this may be different from the support email address you have defined Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 216 of 225 lt gt Locklizard If you have more than one administrator using the system then they too will have to change the account password to match They can either do this manually following the procedure above making sure they enter the same password that you entered or they can register with the new license file that was sent by email If they decide to register again with the new license file then please make sure they use the Remove Keystore utility first to delete the keystore that was registered with the old password see above 14 3 Checking for Program Updates This utility is available from the Windows gt Start gt Programs gt Locklizard gt Safeguard Enterprise gt PDF Writer gt About menu gt Check for Updates button Automatically once a week the Writer software will check to see if a new update for the Writer is available However you can also manually check for updates at more frequent intervals by selecting the Check for Updates button The Writer software will check if you are using the latest version and download and install the update if this is not the case You may
208. t recoverable once they have been deleted Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 107 of 225 lt gt Locklizard 4 4 2 4 Grant access to publication Select this option to grant customer access to a single publication This will then display the Select Publication link which you must select in order to choose the publication you want to grant access to Select Publication g Show at least 25 records Search P Sort by date ze Description monthly magazine about badgers Obey Customers Documents 1945 Badger Breeding Monthly 1942 Financial Monthly Monthly Financial Report 1944 Green Fields of gold Diagram 37 Grant Publication Access Check the boxes next to the publication names you want to grant access to and then press the button This will return you to the Customer Tab where you then need to select the button next to the Grant access to publication as shown below With all checked Grant access to publication w Select Publication On pressing this button a confirmation dialog will be displayed to confirm the granting of access Please confirm You will GRANT ACCESS to 2 customers Aaron Plum aaron designbrain com Design Brain Monty Jones jonesy v3dev com V3 Development GRANT ACCESS Cancel Press the button to grant access to the publication Safeguard Enterprise Writer v4 0 Re
209. t be checked That is what offline use means So it is not possible to change e access rights e end dates e restriction by IP address e ceasing of access and so on unless the user of a document has to connect to a server either in connection with the specific document or publication for example to verify a print request or if the user has to create a new keystore removing the Viewer keystore and re registering because the old one has failed or no longer exists or maybe the user is changing machine If any of these happen then the offline document will have a license check and any changes will get implemented at that time But it is not possible to say if and when that kind of update will happen Therefore if there is a reasonable possibility that you will need to change the controls on a document after it has been issued to a user you MUST require a periodic license verification once a week month year and any change you make will not have effect up until the license for the document is verified So itis important to balance the requirement for offline access against the need to be able to change the controls on a document after it has been distributed Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 199 of 225 lt gt Locklizard 8 1 Offline Use and Publications If you are using the publication concept to control access to groups of documents once any document in
210. t needing to use an API A separate user manual is provided setting out in detail the commands how to format them and giving examples of usage This can be downloaded from http www Locklizard com Safeguard CommandLine pdf Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 83 of 225 lt gt Locklizard 3 15 Changing Document Expiry If you publish a document with a fixed expiry date then you can change this date at a later stage Documents protected with no expiry or expiry after n days from first use cannot have their expiry settings changed However you are able to alter the document access rights at the time it is allocated to a customer or even after that on a per customer basis using the Set Document Access option from the customer account You can change the start and end access dates or allow unlimited access You can also use this feature to revoke access to a document For more information on using this feature please see Direct Access to Documents in the Showing amp Administering Customer Accounts section of this manual NOTE User access revocation and server checking User access revocation to a publication or document will ONLY work if the user is required to check with the Administration server before they can use the document this may be set to every use or every n days if the latter then revocation may not be instantaneous or if the user has n
211. t of the Name field they may be removed when the filename is created Please also note that embedded space characters are not removed although they are removed from the filename for the associated zip file they remain on the underlying llv file Whilst conventions regarding acceptable filename lengths suggest that the field Name could be 255 characters long Microsoft advise that Even though long filenames can include up to 255 characters network administrators will want to Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 92 of 225 lt gt Locklizard 4 2 2 4 2 3 4 2 4 encourage concise filenames among users who post files to network locations Because a file s full path length can t be longer than 260 characters administrators should discourage filenames over 75 characters Further the standard ISO9660 and the Joliet CD or Hybrid CD partition standards restrict filenames to a maximum of 64 characters and may truncate and or reject duplicate shortened names We therefore advise publishers to avoid entering more than 64 actual character positions in the Name field in order to minimize potential problems with the administrative systems of their customers or internal IT departments Company The Company field is optional but you can enter a company name up to 255 characters if it is required for your own business purposes If entered it may be used to search on Email T
212. tem can email them their license file The registration of the license gives them access to the protected document s you have licensed them to use What happens when my customers change or update their computers Upgrading Computers Safeguard Viewer can be re installed on the same computer without you having to issue your customers with an additional license When your customers re register with the old license details the Viewer software checks with the Administration server certain details and lets the license be re used Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 185 of 225 lt gt Locklizard VA Changing Computers If your customers change computers or replace their hard disk then you will need to allocate them an additional license so they can install the Viewer software and register with you again The number of times a customer can install and register the Viewer software is determined by the number of licenses you allocate to their account Note that increasing the license count does not generate new licenses your customers always use the same license file to register Additional licenses can be added to an existing customer account using the Show Customer Accounts link in the Administration system See allocating additional licenses 7 1 18 The PDF source document has permissions already set Does this affect Safeguard Enterprise No If a permissions password has
213. ter will override your original settings NOTE Offline access If you have given a customer offline access i e there is no control requiring connection to the server to a document that does not expire there is no point trying to change access restrictions later because the changes will have no effect Revoke Access revokes access to the document IMPORTANT NOTE Revoking document access Once you have revoked access to a document then if the customer in question is accessing documents that required them to connect to the Administration server Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 121 of 225 lt gt Locklizard those documents will no longer be viewable since there are no records to authorize against If the customer in question is accessing documents that do not require them to connect to the Administration server then those documents will continue to be viewable by that customer regardless If the customer has not yet viewed the document you have revoked then they will not be able to access it Once you have made your changes press the button The Direct Access field entry will change from No red font to Yes green font and will display the date access range if this has been set CRITICAL NOTE EFFECTS OF GRANTING DIRECT ACCESS TO DOCUMENTS THAT ARE PART OF A PUBLICATION The key characteristic of a publication is that access to one publicati
214. the other documents published to that publication subject to other controls without the need for the Viewer software to download additional keys If you select this option then you MUST choose the publication that this document is to be assigned to from the Available Publications list box You may only allocate one document to one publication at a time If you have not yet created any publications you can do this now using the Administration system Left click on the Windows Start menu and select Programs gt Locklizard gt Safeguard Enterprise gt PDF Writer gt Administration System Select the Publications tab and then the Add Publication option Enter a Name and a Description optional for your publication If you want users to only be able to access publications that were published during their customer account start and end dates then check the obey customer start date checkbox Then press the button The Publisher panel you are filling in is shown in diagram 20 Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 57 of 225 lt gt Locklizard om Safeguard Enterprise PDF Security lt gt Locklizard Customers USB Devices Publications Documents Statistics Backups Settings News Log Out Help Administration System Add publication AN Manage publications Description Export publications m obey customer start date Diagram 20 Admini
215. the publication has been opened then all the other offline documents in that publication will also open without having a license check So opening a document for the first time implicitly grants access to all the other documents protected to the same publication unless the document itself requires a license check Document end dates Once a user has opened the first document in a publication they have the ability to open all the other documents in the publication according to the individual controls on the documents So if they then open another document that does NOT require a server check offline use the initial end date setting of the document will be accepted and enforced and changes to document controls in the admin system will have no effect So if the initial end date is forever but you have changed this to a fixed date on the admin system the Viewer WILL NOT check with the server for a new end date even though the document has NEVER been opened before Equally if the end date has passed but the admin system has been set to give a longer date the document will not be available because the initial end date has passed Removing the Viewer keystore and re registering will only affect the first document the user opens in a publication with regards to picking up new end dates If you therefore want to alter the end dates for multiple documents in a publication you need to make sure that document access is verified each time the do
216. ting this option will force an Internet connection each time the document is viewed regardless of other settings Users must therefore be connected to the Internet in order to view the document A IMPORTANT NOTE PRINT AND VIEW ALLOWANCES The number of prints views allowed is applied at the Customer account level and not at the license level Each time a customer prints views a document restricted in this manner the count on the Customer account on the Administration server is decremented by 1 or the number of print copies requested So if for example you have only allowed 3 prints for a specific document once the customer has printed that document 3 times they will be unable to print any more copies This is true even if you have given that customer more than one license for their account enabling them to print the document on more than one computer If they have already printed the document three times on the first computer then there are no print allowances left for use on the second computer The same is true for views of a document Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 71 of 225 lt gt Locklizard 3 11 Watermark Tabs Here you specify if you want image and or text watermarks displayed and or printed on protected documents 4 Locklizard Safeguard Enterprise PDF Writer Text Watermark Text settings Add Text Watermark This document is copyright ABC Com
217. tion is only available if the number of print copies has been limited Operating systems that can print From this pull down box you can select whether printing is allowed based on the operating system the Viewer software is installed on You may for example want to allow printing on Windows OS but not on the Mac OS due to the fact that the Mac Viewer does not prevent printing to file drivers hence your documents could be made into PDF files using Acrobat distiller and print watermarks are not supported See Mac Viewer limitations If you select the All option then printing will be allowed on both Windows and Macintosh operating systems We do not recommend the use of the All option Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 69 of 225 lt gt Locklizard 3 10 1 5 Log print requests Select this option if you want to log every time a customer prints the document Ay IMPORTANT NOTE Internet connection required Selecting this option will force an Internet connection each time the document is printed regardless of other settings Users must therefore be connected to the Internet in order to print the document 3 10 2 Viewing 3 10 2 1 Limit number of views to You may limit the number of times customers can view your documents by checking this box and entering the number of views that you are allowing in the scroll box NOTE Internet connection required If you choose t
218. tomer rather than a business partner associate or similar to select a book or a subscription and then download those items that are of immediate interest to them purchase them and use them are best characterized by the pull model This does not mean that you should not advise your customers by email that a new version update or edition is available for them That is perfectly sensible and indeed perhaps necessary as part of your marketing approach But it is a pull model because the customer decides to download the document rather than you sending it to them 6 4 Customers downloading the free Viewer software The Safeguard Secure PDF Viewer software can be downloaded free of charge from either the Locklizard web site or your own You are also free to distribute the Viewer software without alteration The Safeguard Viewer contains automatic update detection A check is made once a week with the Locklizard server to see if an update is available If a newer version is available then the Viewer will invite the customer to update to this version Please note that updated versions of the Writer may compel customers to update their version of the Viewer Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 178 of 225 lt gt Locklizard Chapter 7 FAQs This chapter covers frequently asked questions regarding the use of Safeguard Enterprise If you encounter any technical issues then please v
219. trongly advise against using any system that employed this approach With Safeguard you protect your PDF documents on your local computer so that they are not exposed to any potential compromise in their unprotected form on a web server or while being transferred Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 180 of 225 lt gt Locklizard 7 1 5 7 1 6 7 1 7 Do you host my secure PDF documents on your server No For both security and legal liability reasons we never have access to either your unprotected or protected documents In a professional environment that should not be a requirement and we recommend that you obtain legally enforceable indemnity where a supplier insists that they have access to your IPR at any time With Locklizard you host them on your server web site or network or you can send them by email just like any other file What we host is the licensing system where you can issue your customers with licenses and control who can access your secure PDF documents and publications Where can I publish my secured PDF documents You can publish your secure PDF documents to the web on CD ROM on removable media etc or send them by email just like any other files Can users change my document security settings No Once you have applied security settings to a document they cannot be changed by anyone The settings become part of the document and remain in force at all t
220. ty lt gt Locklizard Customers USB Devices Publications Documents Statistics Backups Settings News Log Out Help Administration System Michael Bourne Ultima Solutions Import customers Export customers k mikeb ultimasol com Batch changes 1 10 02 2014 EB mm de yyyy 10 03 2014 ES mm dd yyyy never expires Diagram 30 Create Customer Account screen Enter the appropriate details in the fields provided The fields displayed in bold font are mandatory Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 91 of 225 lt gt Locklizard 4 2 1 Name The Name may be an internal reference that you use if that is more convenient than their actual name The name you enter here is also used as the filename for the license file Customer name Ilv so that you and your users customers are able to readily identify who the license is intended for Please note that you should avoid using any of the following characters as part of Name because they may be rejected by the file system of the operating system receiving the filename double quotes forward slash back slash open square bracket close square bracket colon semi colon equals sign comma percentage sign question mark lt less than gt greater than S dollar sign single quote e bullet If these characters are found to be par
221. uard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 167 of 225 lt gt Lockdizard 4 11 Backups Backups allow you to download to your computer a zipped copy of all your current administration system data so you can process it separately or if required restore it at a later date Select the Backup tab to backup and restore system data The right hand pane displays information relating to when a backup and restore was last made Last Backup 10 06 2014 20 38 21 Backup generated LL_Server_Backup_10062014 213821 zip 89 36 89 146 Last Restore n a Diagram 82 Backup amp Restore Information 4 11 1 New Backup To create a new backup click on the New Backup link New Backup Backup Backups allow you to download to your computer a zipped copy of all your current Administration System data so you can restore it later Diagram 83 New Backup Press the button to generate the backup The system will create a ZIP file containing the administration system data a series of dat files and an info txt file containing the backup date Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 168 of 225 lt gt Locklizard 4 11 2 Restore Backup To restore an existing backup click on the Restore Backup link Restore Backup da Warning All your current Administration System data will be lost and replaced with the one f
222. uch as books single copies of a magazine pictures and similar works It has a particular advantage over publications in that you can change the document expiry controls that were set when the document was first published on an individual user basis see Changing Document Expiry Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 56 of 225 lt gt Locklizard 3 8 3 Customers belonging to the selected publication If you select this option rather than having to allocate individual documents to customers you only need give them access to the publication containing these documents Only those customers given access to the publication you select will be able to view this document With this option customers only have to obtain online the decryption key for the first use of any document in the publication Normally when you protect documents for selected customers the Viewer software will seamlessly download each document decryption key from the server provided that the user is entitled to view the document when the document is first used It does therefore require the user to be online at least once in order to retrieve the document key for each and every document published If you select the publication mode then documents are protected using a common publication key so that the customer only has to download one decryption key for the publication and can thereafter automatically view all
223. ull screen mode If you select this option the standard Viewer window is replaced by a black background Full pages are shown on a black background Users can use the mouse to scroll up and down the document and the page up down keys If a user hits the ESC button on their keyboard then full screen mode is exited If printing is allowed then pressing CTRL P will bring up the print dialog 3 7 2 Viewer window size If you select this option then you must specify the width and height of the Viewer window By default the Viewer window is maximized for the screen resolution the user is running If you specify a value that is larger than the user s screen resolution then the Viewer application will resize the Viewer window to fit the maximum screen resolution being used Q9 NOTE You cannot use this option with full screen mode 3 7 3 Page view Select from the pull down list box how your pages are displayed e Single page use of the page up down keys scrolls one page at a time e Continuous use of the page up down keys provides a continuous scroll this is the default e Facing two pages are displayed at a time and scrolling works with two pages visible Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 53 of 225 lt gt Locklizard 3 7 4 3 7 5 3 7 6 3 7 7 Page size Select from the pull down list box the display page size that you want to be used when displaying your pages The default i
224. up to you as the publisher The second type are subtle watermarks that put an underlying pattern ona printed document which does not disturb the human eye seeing the image but does upset Optical Character Recognition OCR products We support both kinds of approach so that you can choose which approach is going to be most appropriate or both if you wish Whilst we do not have any opinion as to the most suitable background image you might wish to implement if you propose to use the second type of watermark depending upon the specific type of document you are publishing According to Wikipedia In graphic arts and prepress the usual technology for printing full color images involves the superimposition of halftone screens These are regular rectangular dot patterns often four of them printed in cyan yellow magenta and black Some kind of moir pattern is inevitable but in favorable circumstances the pattern is tight i e the spatial frequency of the moir is so high that it is not noticeable In the graphic arts the term moir means an excessively visible moir pattern Part of the prepress art consists of selecting screen angles and halftone frequencies which minimize moir The Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 73 of 225 lt gt Locklizard 3 11 1 3 11 2 visibility of moir is not entirely predictable The same set of screens may produce good results
225. use of or indeed attempted access to the document would result in litigation Can my customers distribute protected documents to others Your customers can send protected documents to other users but those users will not be able to view the documents unless they have purchased them from you For this reason secured PDF documents PDC documents can be freely distributed emailed or published on the Internet without any unauthorized individual being able to access the content In addition even existing customers cannot necessarily view your protected documents You decide which customers have access to what documents and what publications and when and how Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 182 of 225 lt gt Locklizard 7 1 11 7 1 12 7 1 13 How can I control document expiration amp revocation once a document has been published Post publication document control is maintained through the use of expiry dates and the ability to revoke access to a document or for a customer For example you can publish a document that will expire in a month s time so that your customers will not be able to view it once the expiration date has passed Or you can automatically revoke a customer if they leave a project department or company or fail to maintain payments for a subscription So you have a sophisticated range of controls that you can enforce concerning the ability of your u
226. utter business is regular publications and where their customers purchase subscriptions to publications that last for a period of time These can be financial reports weekly or monthly magazines product documentation and updates and documentation It also provides some suggestions over how to provide customers with one off copies of publication documents and how to manage that situation 10 1 Organizing publications If you already have a regular publication then you will have established what the publication titles are so in the licensing system you can simply enter those titles Otherwise you will have to create meaningful publication titles for both you and your customers Now you will be able to allocate customers a publication and they will be able to receive and view any documents that belong to that publication while their customer status is valid 10 2 Setting document controls There are two keys to retaining good document control The first key to maintaining control of documents is to give them clear and recognizable titles In the case of publications this may be a reference to the publication and the date of publication rather than a title using words although you can do that if your publications are well organized Market Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 203 of 225 lt gt Locklizard 10 3 Analysis June 04 or MrktAnal0604 may both be fine for your intern
227. vision 1 24 2015 Locklizard Ltd Page 108 of 225 lt gt Locklizard The access you grant here is with no expiry access to the publication does not expire If you want to grant limited access to a publication or revoke access to a publication then you must to this from the main Publications Tab or by using the Set Publication Access link on each customers individual record Customer Tab 4 4 2 5 Grant access to document Select this option to grant customer access to one or more documents This will then display the Select Document s link where you can choose the documents you want to control access to Filter Sort by Show atieast 25 records All Check Uncheck Invert Sony UX522 13797 10 03 2014 23 39 29 valid DESIGN Creation of Artifacts in Society 13796 10 03 2014 23 39 28 valid D3100 EN 13795 10 03 2014 23 39 25 valid Diagram 38 Set Document Access Select the document s you want to grant access to by checking the appropriate boxes next to the document title and then press the button This will return you to the Customer Tab where you then need to select the button next to the Grant access to document as shown below With all checked Grant access to document Select document s Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 109 of 225 lt gt Locklizard On pressing this button a confir
228. want to use this facility if you are aware that a bug fix has been issued and you want to download the latest update straight away Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 217 of 225 lt gt Locklizard 14 4 Command Line and batch processing 14 5 Safeguard Enterprise Command Line Utility is a paid option that allows you to automate all the actions that would otherwise have been carried out manually while protecting documents using the Writer GUI interface Commands can be run from the DOS prompt or from a batch file without the need for manual intervention All the options available through the Safeguard Enterprise Writer GUI can be accessed through the command line utility This utility is available for separate purchase A separate user manual is provided setting out in detail the commands how to format them and giving examples of usage For more details see http www Locklizard com product add ons htm If you would like to evaluate Safeguard Enterprise Command Line then please email sales Locklizard com eCommerce integration and automation of the Administration system interface Whilst the Safeguard Enterprise Administration interface is well suited to the smaller publisher larger organizations may require full automation between their own applications web site customer administration credit card processing internal document management and the Locklizard Administration
229. when the account was created how many licenses are allocated to it Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 89 of 225 lt gt Locklizard when it expires when a customer registered and with what IP and MAC address what their username and password is the documents they are authorized to use the publications they are authorized to use whether they have tried to register Safeguard Viewer more than once including attempts for unauthorized registration if you allocated them additional licenses if you allocated them additional prints and views what documents they have viewed if logging is enabled what documents they have printed if logging is enabled whether an account is enabled or has been disabled the time date on which each of those activities occurred Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 90 of 225 lt gt Locklizard 4 2 Creating Customer Accounts The next thing you should do in the Administration system after creating publications and protecting documents is to create customer accounts or import them Click on the Customers tab and then the Add Customer link When you create a customer account the customer is immediately emailed with the information needed to register their license for the document s and or publication s that you have licensed them to use om Safeguard Enterprise PDF Securi
230. who has actually registered to use them and when You can also log when each document was Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 210 of 225 lt gt Locklizard opened and when it was printed and how many times this occurred You can later add to the documents in that publication and send the protected files to them by email since your information is not going to be compromised because it can only be used by the authorized recipients Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 211 of 225 lt gt Locklizard Chapter 12 Picking a good structure for filenames Choosing a good filename is probably one of the more challenging problems faced by any computer user It represents the ultimate difference between man and machine Man likes things that are easy to read and understandable Machines like binary codes that are unique The two things are just not the same The international standard ISO IEC 15944 1 2002 defines an identifier in business transaction as an unambiguous unique and a linguistically neutral value resulting from the application of a rule based identification process Identifiers must be unique within the identification scheme of the issuing authority Well that looks like a bit of a mouthful from a standards body but like most academic works it actually spells out pretty well what we have to achieve if we re going to have
231. xisting eCommerce or shopping cart system and works by acting on HTTP PUT commands sent to the Locklizard licensing server This creates the customer account and specifies what publications and or documents they are allowed to access For full details on the eCommerce integration module and commands available please see http www Locklizard com product add ons htm If a customer purchases multiple documents from my company using different email addresses e g Jsmith work com and John Smith home com so they now have more than one account on the Administration system will they be able to access the documents they have purchased from the same computer Yes Your customer must register each license by double clicking on it on the same computer Once they have done this they will have access to all the authorized documents for those registered accounts Both licenses will be active simultaneously on the same computer I plan to create a single customer account for each company that subscribes to my reports and assign multiple licenses to that account depending on the number of users within the company that want to grant access to Since multiple licenses are now Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 187 of 225 lt gt Locklizard 7 1 23 7 1 23 1 available how can I prevent companies sharing these licenses with other companies and thus gaining access to my protected documents
232. xt day NOTE Internet connection required If you choose this option then the first time your customers view the document they must be online to the Internet Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 63 of 225 lt gt Locklizard 3 9 2 Verify Document Access 3 9 2 1 3 9 2 2 This section controls how often your customers must check with the Administration licensing server to verify their license Never Your customers never have to connect to the Administration server in order to view this document The document can therefore always be viewed off line and no connection to the Internet is ever required This is an appropriate setting for a book or magazine Selecting it means that you cannot revoke access or alter end dates for documents because your changes will never be checked by the Viewer Please see Chapter 8 Offline Use if you intend to use this setting and especially if you intend to protect your documents to publications NOTE Viewing a document for the first time The first time your customers view a document or the first document ina publication the Viewer software always connects to the server to obtain the decryption key this operation is transparent to the user Subsequent checks with the server however are not made if this option is selected Each time the document is opened Your customers must be online in order to view and use your document Be
233. yes Email Company ID Status Access Diagram 61 Grant Limited Access document access date range Once you have made your changes press the button NOTE Offline access Do remember that if you have given a customer offline access i e there is no control requiring connection to the server to a document that does not expire there is no point trying to change access restrictions later because the changes will have no effect 4 8 7 Revoking Customer Access to a document To revoke customer access to a document select the With access option from the Customer pull down list box to view all customer accounts with access to the document and then select the customer s you want to revoke access Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 146 of 225 lt gt Locklizard Set Document Access Filter P Customers Al Sort by ID Show at least ex All Check Uncheck Invert With all checked Revoke Access OK not registered enabled valid from 02 19 2010 yes Diagram 62 Revoke Access Then from the With all checked pull down list box select the Revoke Access option and press the button Oor You can only revoke customer access to a document if the document was protected for all customers or selected customers You cannot revoke customer access to a document protected to a publication because a common publication key is sha
234. you protect documents with the same name since each document you protect is assigned a specific ID or if you need to know the latest version of a document since the document ID is always ascending Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 42 of 225 lt gt Locklizard 3 4 1 5 Optimize PDF Check this box if you want to reduce the size of the PDF file and increase load time by removing unnecessary and obsolete objects You can select individual items by pressing the button bic Optimization Options Images E Compress Images Quality amp Skip Pages Resources Optimize Resources Remove Unused Objects Remove Unused Streams Link Duplicate Streams Reconstruct Pages Remove Annotations Remove Attachments Remove Metadata 7 Remove Javascript Remove Blank Pages J Rebuild Text Diagram 16 Optimization options Loc _concet_ We recommend that you leave the default boxes checked and select additional items if required Detailed information about each item can be found by pressing the button Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 43 of 225 lt gt Lockdizard 3 4 2 Splash screen branding image 3 4 2 1 3 4 2 2 Here you can choose whether a splash screen is displayed and how long for whenever your protected PDF documents are loaded in the Safeguard Viewer Show at start up Chec
235. z a t For one or more e S C publications OR Publisher Protects a document As a single document This is done using the Writer application Information about the controls to be applied is stored both with the individual documents and on an Administration server which is a web server that will be accessible to customers users of protected documents Safeguard Enterprise Writer v4 0 Revision 1 24 02015 Locklizard Ltd Page 10 of 225 lt gt Locklizard Step 2 Publisher uploads the secure PDF document to his web site s e Bi a6 Publisher Adds secure document to their web site Step 3 Customer user sees a document or publication they want to use Publications Customer Sees document or publication on Publishers web site Documents Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 11 of 225 lt gt Loddizard Step 4 Customer user installs a Viewer if one is not already installed Customer Downloads Viewer and installs on their computer Step 5 Customer user installs a license for the Publisher if not already installed Ab Purchases license Customer R ra Publishers web site Receives access key for publication document inside viewer Safeguard Enterprise Writer v4 0 Revision 1 24 2015 Locklizard Ltd Page 12 of 225 lt gt Lodkdizard Step 6 Customer may now use all documents authorized by the publisher

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