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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   

+1 #1 Sravanthi 2008-05-21 18:14
Hi,

Excellent Article. Thanks a lot!!
Quote
+3 #2 Varun Mittal 2008-05-23 01:15
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.
Quote
0 #3 Mitzi 2008-10-14 02:42
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
Quote
+1 #4 Vijayakumar 2009-11-10 02:32
Nice Presentation. A Job Well Done. Excellent... Thanks.
Quote
0 #5 Lwazi Ntloko 2010-03-11 07:55
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
Quote
0 #6 mine 2010-05-13 06:03
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...

Che ers,
Rajeev
Quote
0 #7 MBellamin 2011-03-26 15:55
Hi,

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

Thanks
Quote
0 #8 Manjunath Palla 2011-10-19 06:02
Hi,

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

Regar ds
Manjunath Palla
Quote
0 #9 Ramanjula Reddy 2011-11-25 00:11
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.
Quote
0 #10 Kishore N 2011-11-25 05:48
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.

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


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

prop.put("pdf-p ermissions-pass word", "abc"); // permissions assword

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

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



Templa teHelper.proces sTemplate(

app sContext, // AppsContext

ap plShortName, // Application short name of the template

templ ateCode, // Template code of the template

langC ode, // ISO language code of the template

terri toryCode, // ISO territory code of the template

dataI nputStream, // XML data for the template

outpu tType, // Output type of the procesed document

prope rties, // Properties for the template processing

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

}
Quote
0 #11 Ankit Saraswat 2011-11-29 17:41
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,
Anki t Saraswat

Hi Kishor, You can refer to this link " http://www.thebestdata.com/zoom.aspx?menutype=1&auto=2133 " to set the properties in Word 2010. Thanks :)
Quote
0 #12 Varun Kumar 2011-12-07 11:50
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.
Quote
0 #13 Vicky Milza 2011-12-28 03:47
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
Quote
+1 #14 Shrikant 2012-02-08 03:39
@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/Bursti ng

Hope this helps.

Regards
Shri
Quote
+1 #15 P Patel 2012-02-09 10:22
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
developm ent 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.
Quote
0 #16 Ganesh Tare 2013-02-12 04:25
Hello Prasad,

It's working great. Nice presentation 8)
Quote
0 #17 Ganesh Tare 2013-02-18 00:17
Hi Prasad,

I am able to protect the the PDF with static password, but unfortunately i am not able to use the xml data value as a run time password.

So can you help how to achieve this.

I tried to get this by mapping the Text fields available after selecting "Link to Content".

It is accepting the field but does not accepts the value of that field as PDF password.
Quote
0 #18 Subodh 2014-07-30 13:28
I tried the RTF template method for PDF password. It worked for me on local desktop publisher. But didnt worked when executed on the server.

Do I need to make any changes to XDO.cfg file?

As of now, the server's XDO.cfg is unchanged.

Thanks
Quote
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