This is a very simple article explaining how to set the password security for the Documents sent using XML/BI Publisher. It becomes crtical to safeguard the information while electronically sending documents of financial importance like Invoices ,Statements or Remmitances .
Q :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 way 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
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