About PDF Watermark How PDF Watermark Works

5 Managing PDF Watermark 5-1 5 Managing PDF Watermark This chapter provides information on managing PDF Watermark. It covers the following topics: ■ PDF Watermark Overview on page 5-1 ■ Administering PDF Watermark on page 5-5

5.1 PDF Watermark Overview

This section covers the following topics: ■ About PDF Watermark on page 5-1 ■ How PDF Watermark Works on page 5-1 ■ Considerations on page 5-5

5.1.1 About PDF Watermark

PDF Watermark is an optional component that is automatically installed with Content Server. If enabled, it allows watermarks to be applied to PDF files generated by the component PDF Converter static and returned to the content server. Existing PDF files already residing on the content server can also be watermarked dynamic. Dynamic watermarks are generated on-the-fly and can contain variable information for example, user name, date and time of download, or file name. System administrators can define variables and set up specific conditions for generating dynamic watermarks. PDF Watermark can also add security features to PDF files as they are downloaded for viewing. Access settings can be enabled or disabled, such as printing or modifying the file.

5.1.2 How PDF Watermark Works

PDF Watermark integrates the static and dynamic watermarking functions. The Administrative applet for PDF Watermark permits administrators to set specific criteria for both types of watermarks. This section covers the following topics: ■ Additional Metadata Fields on page 5-2 ■ Static Watermarking on page 5-2 ■ PDF Optimization on page 5-2 ■ Dynamic Watermarking on page 5-2 5-2 Application Administrators Guide for Content Server ■ Watermark Placement on page 5-2 ■ PDF Watermark Administration Screen on page 5-3 ■ Configuration Settings on page 5-3

5.1.2.1 Additional Metadata Fields

The installation automatically creates a TemplateType metadata field with an associated option list, and a TemplateID field, which is used for static watermarking. Currently there is only one TemplateType, the default PDFW_Template.

5.1.2.2 Static Watermarking

Static watermarking is conducted in cooperation with Inbound Refinery and PDF Converter. Only content that is converted to PDF by the PDF Converter can be watermarked. You can request a static watermark for content that you expect to be converted to PDF by entering a valid PDF Watermark Template ID dDocName in the xPdfwTemplateID metadata field during checkin. Content checked in by an automated process, for example WebDAV or BatchLoader, can also be given a static watermark, subject to the IBRPDFC restriction described above and provided the xPdfwTemplateID field contains a valid template ID.

5.1.2.3 PDF Optimization

PDFs that come from the PDF Converter may have been optimized for faster web viewing. If a static watermark is applied to that content, the optimization is lost. To optimize the PDF after watermarking requires you to use a third-party optimizer; a PDF optimizer is not provided with PDF Watermark. To use the optimization feature, you must have a distiller engineoptimizer installed and the optimizer must be fully operational. The optimizer you choose must be able to execute conversions via a command-line, for example, a script file or a .bat file.

5.1.2.4 Dynamic Watermarking

Dynamic watermarking of PDF content is rules-based.The PDF Watermark Administration screen is provided to define rulesets via the Rules tab. If a given request for a PDF document satisfies one of the pre-defined rules, the template associated with that rule is used to watermark a copy of the content before the copy is returned to the requesting user; only the weblayout form will be watermarked, the original PDF file is unchanged in its vault location.

5.1.2.5 Watermark Placement

PDF Watermark provides explicit X-Y location support for text and image watermarks. In addition to location values of CENTER, TOP, and BOTTOM, you may select EXPLICIT which enables the X Coordinate and Y Coordinate text boxes. Users enter coordinates on the edit dialog for text or image watermarks. The coordinates are in points, with each point equal to 172”. The origin 0, 0 is the lower left corner of the page. X-Y coordinates can be set only when EXPLICIT is selected.

5.1.2.5.1 Images For images, the X,Y coordinates locate the lower left hand corner of

the image rectangle. The image extends up and to the right depending on how big it is.

5.1.2.5.2 Text The origin determines the lower corner boundary of the text rectangle.

ALIGNMENT determines how the text is located left and right, relative to the origin. Managing PDF Watermark 5-3 If ALIGNMENT is LEFT, then the text is LEFT ALIGNED with the origin, that is, the lower left corner of the text rectangle is located at the origin and the text extends towards the right. If ALIGNMENT is RIGHT, the text rectangle will be right aligned at the origin, that is the origin will be the lower right corner of the text rectangle and the text will be located to the left of the origin. If ALIGNMENT is CENTER, the text rectangle will be centered at the origin.

5.1.2.6 PDF Watermark Administration Screen

The PDF Watermark Administration Screen enables you to define the rules that determine which template, if any, gets applied to a specific PDF content file. You can also create and modify the templates themselves, as well as configuring the default metadata values for templates.

5.1.2.7 Configuration Settings

When you create a new template, it is checked in as a managed object. You can use the Configuration tab on the PDF Watermark Administration screen to set the default metadata field values for the template checkin process. If there are defined, required metadata fields for your Content Server instance, you must use the Configuration tab to define suitable values for these fields. You must define these values prior to creating a template.

5.1.2.7.1 Templates Templates are managed objects, and must be checked in before

they can be used. When a new template is created and you click OK, the template is checked in using the default metadata you defined on the Configuration tab. When you modify an existing template, and click OK, the existing template is checked out of content server, and it is checked back into content server using the current metadata. Because the template is a managed content item, you can change the default metadata on the Information page for the content item. Templates can contain text watermarks, image watermarks, or both. UserOwner passwords are encrypted in the PDF Watermark Template. Encryption is performed automatically when the template is saved and decryption is performed automatically when the template is used for a watermark. Passwords in existing, or legacy, templates are not encrypted until the template is saved from the PDF Watermark Administration screen. You cannot save a template unless you make a change to it. If you wish to have all your template passwords encrypted, you’ll need to edit each legacy template, making some minor change to it before saving. Note that storage for the X-Y coordinate values, and an encryption flag, required a template schema upgrade. Legacy schema templates are supported for watermarking, but any change to the template will result in an upgrade to the new schema. Consequently, any template which has been changed in Content Server version 11gR1, may not work correctly with older versions of Content Server. You must check in templates prior to configuring rules, because rules are used to determine which watermark template is applied to the content when Dynamic watermarking is performed.

5.1.2.7.2 Rules - Dynamic Watermarking Rules determine which template, if any, gets

applied to a specific PDF content file. The order in which the rules are tested may be significant, depending on the criteria used. Generally rules should be ordered with the most specific tests first in the list, and more general ones subsequent. On the Rules Tab 5-4 Application Administrators Guide for Content Server of the PDF Watermark Administration screen, use the Move Up and Move Down buttons to accomplish this. The higher the rule on the list, the higher the precedence. For example, you have rule1 which is dDocType=ADCORP and you also have rule2 which is dDocAuthor=sysadmin. If sysadmin checks in a content of dDocType=ADCORP, rule1 will be used if it is positioned above rule2. However, rule2 will be used if it is first on the list.

5.1.3 Static Watermarking Scenario