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BI Publisher Password Protect Documents

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This is a very simple article explaining how to set the password security for the Documents sent using XML/BI Publisher.

It becomes essential to safeguard data of financial implication like Invoices , Statements or Remittance documents , when transmitting electronically. This article explains how this can be achieved using BI Publisher .

 

 

 

 

 

Qns : What are the security Settings that can be set for PDF ?

Ans - > Following table explains some of the Security properties possible through XML /BI Publisher

 

 

 

 




2) Why and How  to set Password for PDF File sent through XML Publisher?
Ans : This feature is particularly useful when you are sending invoices or remittances docs  and you would like to safeguard the financial information .

 

I am explaining here the ways to achieve this using rtf template
There are 2 ways to achieve this , programmatically and through template at design time

 

Programatically:

        It can be done using java code by setting the properties using the code below            

        Properties prop= new Properties();

        prop.put("pdf-security", "true"); //  PDF security   control

        prop.put("pdf-permissions-password", "abc"); // permissions   assword

        prop.put("pdf-open-password","welcome");

        prop.put("pdf-encription-level", "0");  //encryption level

 

 

 

 

Pass the set properties to TemplateHelper Class
TemplateHelper.processTemplate(

appsContext,                           // AppsContext

applShortName,                      // Application short name of the template

templateCode,                         // Template code of the template

langCode,                                // ISO language code of the template

territoryCode,                         // ISO territory code of the template

dataInputStream,                    // XML data for the template

outputType,                             // Output type of the procesed document

properties,                              // Properties for the template processing

docOutputStream);                 // OutputStream where the processed document goes.

                                                }

 

 

Design  Time 

1)      Open the .rtf

2)      Go to File - > Properties

 

 Create a new custom property

a)  Name   : xdo-pdf-open-password

Type     : text

Value    : Either Hard Code the vale / or get the value for xml data

 

b)  Name :  xdo-pdf-security

Type   :  text

Value  : true

 

            Please Note : property name should always start with xdo- .


 

3) Once this is done , opening the PDF will prompt you for a password

 


 

 

Comments (15)add
Oracle Apps Consultant
written by Sravanthi , May 21, 2008
Hi,

Excellent Article. Thanks a lot!!
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...
written by Varun Mittal , May 23, 2008
If we want to use executable XDODTEXE and want to set password as concurrent program parameter.
i.e. for account statment password will be employee number. how can i do this?

Thanks in advance.
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protect documents by selected sections only
written by Mitzi , October 14, 2008
Hello
In relation to this article, is it possible to protect the documents by section only like in MSword documents where you can easily set the section break and protect only that section? I hope xml publsiher has this kind of properties
Because this is one of the requirements on most of our letters.
Thanks in advance

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Hi
written by Vijayakumar , November 10, 2009
Nice Presentation. A Job Well Done. Excellent... Thanks.

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Restrictions on document
written by Lwazi Ntloko , March 11, 2010
Excellent article. Its really helpful.

Is it possible however, to put restrictions on a template. Where you can only veiw the report in a particular format . eg. .pdf
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Restrictions on document i.e pdf, csv...
written by mine , May 13, 2010
Thanks for the gud article,
Can we protect the csv file as well, as none of the class is defined for it.
Thanks in advance...

Cheers,
Rajeev
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Password protect pdf
written by MBellamin , March 26, 2011
Hi,

Could you please provide an example of programmatically setting password for pdf file?

Thanks
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Password for the output
written by Manjunath Palla , October 19, 2011
Hi,

Really thanks alot for the nice post, It helps alot. Nice article.

Regards
Manjunath Palla
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Hi
written by Ramanjula Reddy , November 25, 2011
In msword 2010 there is no option properties in file menu.Please let me know Where we can find out that option in msword2010 ASAP.
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Nice article
written by Kishore N , November 25, 2011
I am able to create PDF files with static password. But I need to provide password at runtime. Can you please let me know the procedure to create password at runtime in XML publisher.

Also if possible plesae let me know how and where to call the program


Properties prop= new Properties();
prop.put("pdf-security", "true"); // PDF security control

prop.put("pdf-permissions-password", "abc"); // permissions assword

prop.put("pdf-open-password","welcome");

prop.put("pdf-encription-level", "0"); //encryption level



TemplateHelper.processTemplate(

appsContext, // AppsContext

applShortName, // Application short name of the template

templateCode, // Template code of the template

langCode, // ISO language code of the template

territoryCode, // ISO territory code of the template

dataInputStream, // XML data for the template

outputType, // Output type of the procesed document

properties, // Properties for the template processing

docOutputStream); // OutputStream where the processed document goes.

}


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Password protection in WORD 2010
written by Ankit Saraswat , November 29, 2011
Hi Prasad,

Thanks for enlightening us about the password protection feature in BI Publisher. But could you please elaborate a bit on achieving it through java code maybe by giving an example.

Regards,
Ankit Saraswat

Hi Kishor, You can refer to this link " http://www.thebestdata.com/zoo...&auto=2133 " to set the properties in Word 2010. Thanks smilies/smiley.gif



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Avoid Hard coding of User Name and Password for FTP Delivery Using XML Bursting
written by Varun Kumar , December 07, 2011
Hi

We have a requirement of doing an FTP of the report output. But in the bursting control file we are not allowed to hard code the user name and password for FTP delivery method. Is there any way we can avoid the hard coding.
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PDF eBook
written by Vicky Milza , December 28, 2011


Hi Dude,



The theme of your blog is very beautiful and the article is written very well, I will continue to focus on your article.

PDF eBook
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Avoid Hard coding of User Name and Password for FTP Delivery Using XML Bursting
written by Shrikant , February 08, 2012
@Varun Kumar

2 ways
1. Use Profile options (or lookup) to maintain the FTP credentials --> query the same to get the details in the Data Model --> refer them using ${xml_tag} in Bursting control file.
2. Set the properties in the xdo.cfg file in JRE_TOP and use them in the Template/Bursting

Hope this helps.

Regards
Shri
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Unable to protect PDF purchase orders generated by BI Publisher
written by P Patel , February 09, 2012
Hello,
Is there a way to password protect PDF purchase orders generated by BI Publisher through seeded XSL-FO template in Oracle EBS

======================================================= ========================
ER Bug 6905411 - R12 CANNOT CREATE A SECURE STANDARD PO PDF OUTPUT
development is currently discussing, however due to the fact this is an ER.. there is no further support action


From XML Publisher Administrator responsibility, navigate to Administration Tab
1 - Enable PDF Security : True.
2 - Encryption level : 0
3 - Disable Context copying , extraction and accessibility : True
4 - Disable Document Modification : True
5. Apply and Save
Navigate to 'Templates' page and query up the template 'Standard Purchase Order Stylesheet', click on 'Edit Configuration' and set the following properties
1 - Enable PDF Security : True.
2 - Encryption level : 0
3 - Disable Context copying , extraction and accessibility : True
4 - Disable Document Modification : True
5. Apply and Save

Now go to SRS screen and submit 'PO Output for Communication' program for a purchase order using the 'Standard Purchase Order Stylesheet' layout.
Open the PDF output file, navigate to 'Document Properties'. Notice that there is no security on the PDF output file.


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