34 Replies Latest reply: Dec 15, 2010 12:57 PM by sunshinecoastguy RSS

    Document Restrictions of Security Policies

      Hello,
      I've been hunting around but can't find it. Is there a concise reference for how to use Adobe Acrobat8 Security features with the Adobe Document Center? Is it so new that there's no book (Quick Start, etc.) on it?

      I send PDFs to people. But I only want them to be able to print the PDF, not copy any of its content. I also want the PDF to deny access after a 3 month period. I was going to use Pinion Software's AutoShred product, but then I stumbled upon Adobe8 and the Document Center, which seemed like a perfect fit. So I immediately upgraded to Adobe8 and signed up for the trial at the Document Center.

      I have created security policies and everything seems to work as its supposed to. However, when I look at any security policy, there is nothing allowing me to make the kind of detailed modifications permitted in Acrobat8 - Secure / Show Security Properties / SecurityTab / and the list for Document Restrictions Summary.

      For some reason, when I set up a security policy - most restrictive to only permit printing and eliminate file access after 3 months - the "page extraction: allowed" phrase shows up when I examine Show Security Properties / Security Tab / Document Restrictions Summary, even though for everything else it is "Not allowed" which is what I want.

      I thought maybe its a bug, because when I close the file and then reopen it, the page extraction is grayed out. But I don't know if people I send the file to will be able to extract the pages, thus getting around my objective of not allowing them to copy/paste any of my proprietary content onto some other file format.

      Anybody else have this same problem. Is there a way for me to prevent page extraction and have it show up in the Document Restrictions Summary as "Page Extraction: Not Allowed"?

      Thanks,
      Robert
        • 1. Re: Document Restrictions of Security Policies
          Hi Robert

          I have a question for you.

          Can you provide some details of the policy that you have created?

          Like what permissions are checked, who's authorized to access etc.

          I am trying to reproduce your issue.

          Thanks for your time.
          Sarabjit Singh
          Adobe Document Center Team
          • 2. Re: Document Restrictions of Security Policies
            Robert - thanks for the description above. I'm one of the engineers for Adobe Document Center. I just tested the scenario you describe and here's what I saw:

            1) I opened a non-secure PDF document and used Secure->Manage Security Policies ... to bring up the Policies dialog
            2) I selected "New" to create a new policy
            3) Inside Adobe Document Center I created a new policy where only "Print" under access-rights was checked and I also set the policy to expire after 90 days
            4) Back in Acrobat-8 I selected the newly created policy and assigned it to the document.
            5) I reopened the document on two different systems and verified that the security settings were reflected properly: both systems showed "Allowed" only next to "Print" and on both systems "Extract Pages ..." in the Document menu was grayed out.

            I wonder if you looked at the security settings of the *envelope* when you saw that "Extract Pages ..." was not grayed out? The envelope does not have any security settings applied to it and is always readable by anybody (unless you secure the envelope as well).

            Is that possible? If you can recreate this problem and can send me the steps on how to reproduce it, I'd be more than happy to take a closer look.

            Thanks

            Tobias Hoellrich
            Adobe Systems Inc.
            thoellri@adobe.com
            • 3. Re: Document Restrictions of Security Policies
              I have been fighting the same problem most of the day...except I WANT my users to only be able to extract pages and print. No matter what I do, Extract pages is always grayed out.

              Cindy
              • 4. Re: Document Restrictions of Security Policies
                I, need to fill out a hardship form.
                • 5. Re: Document Restrictions of Security Policies
                  I'm new to Acrobat 8 Standard - can anyone tell me how to allow my viewers to print the PDF file but not allow them to make any changes to the text please? Many thanks!

                  Holly
                  • 6. Re: Document Restrictions of Security Policies
                    Community Member
                    Hi Holly,
                    Question - is that all you want to do? Or do the documents have value to you such that you want to maintain control over how long they are used, by whom, and for how long?

                    1. If the former, you can use password protection to protect the documents, and format them so that they cannot be altered.

                    From within Adobe Acrobat 8 with the document visible.
                    Select Secure / Password Encrypt / Permissions
                    Click on Restrict Editing and Printing
                    Key in a protection password (I use the same for all documents)
                    Select Printing permissions "High Resolution" from drop down menu
                    Select Changes Allowed "None" from Drop Down Menu
                    Make sure "Enable copying of text, images.... box is unchecked

                    Don't worry about creating Security Envelopes or anything else. Just click cancel if those windows pop up.

                    Your security changes will not take effect until you save the document. Once saved, you can go to Secure / Show Security Properties / Show Details to confirm that all settings are as you want.

                    2. If you want to do the latter, you can sign up for Adobe Live Cycle Policy Server protection of the document. Adobe just came out with a new service. Right now its free. Later to be subscription based.

                    https://dc.adobe.com/adc/login.do?nextURL=https%3A%2F%2Fdc.adobe.com%2Fadc%2Fadc.do

                    I use this, since I want to maintain control over the documents. I let people print only. No other changes, no copying, no emailing. And the document "self destructs" on the date I set for its expiration.

                    Regards,
                    Robert
                    • 7. Re: Document Restrictions of Security Policies
                      Community Member
                      Robert, thank you so much for your response but it just goes to show how new I am at this. I failed to mention that I don't want to use a password. I'll have 113 of these PDF files accessed within a Help system that will be on many client workstations and/or intranet sites. I want the user to be able to print directly from Acrobat Reader (it displays in the Reader within the Help system) rather than from the Help system (I don't want the usual HTML header/footer info on the pages) which I've tested and works, but I don't want them to be able to edit the PDF file. Am I asking for too much?

                      Holly
                      • 8. Re: Document Restrictions of Security Policies
                        Question--I dont know if this is possible with Adobe but I have a PDF that I need certain parts of the data masked and locked (ex: social security numbers) is there a way I can do this with Adobe?
                        • 9. Re: Document Restrictions of Security Policies
                          Community Member
                          Hi Holly,
                          I'm afraid that's way out of my league.
                          I don't understand why a password wouldn't be the solution. Everyone could print seamlessly without the password, but no one could modify or change the document without it. But I'm sure you'll figure it out, or someone else here might have a solution for you.
                          R
                          • 10. Re: Document Restrictions of Security Policies
                            Hi Holly,

                            I am not sure I completely understand your question. The PDF files will not be editable by your users. If you want to prevent your users from being able to copy out of the files you can use the Adobe Document Center to apply a policy to the PDF files which does not allow the users accessing the file to copy from the file but still be able to print the files.

                            Let us know if you have any additional questions.

                            Adobe Document Center Team.
                            • 11. Re: Document Restrictions of Security Policies
                              I have download a Study guide from Internet. But i am unable to print it. The print option is disable.

                              Can anyone help me so that i can take the print of this PDF file.

                              I wana go for the exam and i wana take it in hard form which will be easy for me for study purposes.

                              waiting for reply
                              • 12. Re: Document Restrictions of Security Policies
                                I am not a PDF expert. I have a book that is self-published. I want to make it available on my web site for reading only. I have gone into Adobe and restricted it to:
                                1. Not printing
                                2. Not copying
                                However, it can be saved. My questions are:
                                1. Is this the best security that I can do? Can I prevent saving also?
                                2. How secure is the non-printing and non-copying options? Can someone clever open it someone and print it an violate my copyright?
                                • 13. Re: Document Restrictions of Security Policies
                                  can anyone tell me how to allow my viewers to print if print option is disable the PDF file but not allow them to make any changes to the text please?

                                  waiting for reply

                                  Regards,
                                  Manoj Kr P r A s A d
                                  TCE Consulting Engineers Limited
                                  System Administrator
                                  Jamshedpur, India
                                  • 14. Re: Document Restrictions of Security Policies
                                    no ---np sead to off com---see noan one t-you frank umpierre
                                    • 15. Re: Document Restrictions of Security Policies
                                      > Reply to Question from rmeldahl

                                      Hi,
                                      You can use the Adobe Document Center and define a policy which will prevent the users from printing and copying from your book. If your customers download the book from your website to their desktop and try to open it, the download file will also not allow the user to print and copy from the PDF file.
                                      Thanks
                                      Adobe Document Center Team
                                      • 16. Re: Document Restrictions of Security Policies
                                        Hi Manoj,

                                        If the print option is disabled for the PDF file you will not be able to print it. You have to contact the original author of the PDF and ask him/her to allow printing of the PDF file.

                                        The PDF file format does not enable making changes to the content.

                                        Thanks
                                        Adobe Document Center Team.
                                        • 17. Re: Document Restrictions of Security Policies
                                          Reply to Question from wasiim

                                          Hi,

                                          If the print option is disabled you need to contact the author of the document to enable you to print the document.

                                          Thanks
                                          Adobe Document Center Team.
                                          • 18. Re: Document Restrictions of Security Policies
                                            Help please. I want to email a document for viewing only. How can I restrict the reader from copying the page with "screen print" or "one note" or "snag'it" or something similar?
                                            Thanks,
                                            Anne
                                            • 19. Re: Document Restrictions of Security Policies
                                              hi

                                              i have a pdf document in which the document protection summary says -> "docment change: not allowed & document extraction: not allowed". The author of the document is not traceable. so can this be resolved. The document does not have any other restrictions and also is not password protected.

                                              Ashu
                                              • 20. Re: Document Restrictions of Security Policies
                                                We have just installed Ver. 8 Pro and are unable to restrict page extraction. We have tried both security settings and security policy but page extraction remains "allowed" whatever we do. Please advise. Thanks.
                                                • 21. Re: Document Restrictions of Security Policies
                                                  Community Member
                                                  I have the exact same problem. I simply am trying to restrict everything. I choose password security, and set everything to NONE. Then just like others, page extraction is ALLOWED. I can find nothing to stop this with full restriction. Please someone help as obviously others have the same issue.

                                                  Thanks
                                                  • 22. Re: Document Restrictions of Security Policies
                                                    Hello Everyone,
                                                    The document will be restricted for extraction. When you apply the security setting, the following message is provided (if you haven't already cleared it from appearing by checking the box: Do no show this message again.)

                                                    "Security settings will not be applied to the document until you save the document. You will be able to continue to change security settings until you close the document."

                                                    That last setting of page extraction is not altered until the document is closed. Upon re-opening the file you will see the setting has indeed taken effect.

                                                    If you have cleared the warnings - and would like to turn them back on:
                                                    Edit->Preferences (ctrl k)
                                                    General Category
                                                    "Reset All Warnings"

                                                    Cheers.
                                                    Angie Okamoto
                                                    www.techedsolutions.com
                                                    • 23. Re: Document Restrictions of Security Policies
                                                      Community Member
                                                      If the document author does not want you to print, use pdf2ps to turn the document into postscript, and then print that instead. Better yet, most versions of xpdf do not follow the optional PDF security flags and will allow for printing, copying of text, etc.

                                                      Cheers,
                                                      Joe Smith
                                                      • 24. Re: Document Restrictions of Security Policies
                                                        We are trying to do the same thing as Cindy. We need our users to be able to extract pages but not make changes to the document (we have had problems with users accidentally selecting the "delete pages after extraction" option"

                                                        Any way to do this?

                                                        Thanks,

                                                        Charlie
                                                        • 25. Re: Document Restrictions of Security Policies
                                                          Community Member
                                                          When I apply the security setting, the following message is provided (if you haven't already cleared it from appearing by checking the box: Do no show this message again.) Why this is hapening?Can I use pdf2ps to turn the document into postscript, and then print that instead. Better yet, most versions of xpdf do not follow the optional PDF security flags and will allow for printing, copying of text, etc.
                                                          Martin Fowl
                                                          | inkjet
                                                          cartridge
                                                          | data recovery
                                                          | data recovery |
                                                          • 26. Re: Document Restrictions of Security Policies
                                                            Community Member
                                                            sorry I never went through this problem, but I think most versions of xpdf do not follow the optional PDF security flags and will allow for printing, copying of text, etc.
                                                            Martin Fowl
                                                            | inkjet
                                                            cartridge
                                                            | data recovery
                                                            | data recovery |
                                                            • 27. Re: Document Restrictions of Security Policies
                                                              Community Member
                                                              I am also trying to allow users to extract pages from documents but not make any other changes. I have tried all the existing security settings and this option doesn't seem to be available in Adobe Professional version 7.0.

                                                              The only thing I can come up with is to allow them to copy the file into a TIF format which creates a separate file for each page. It doesn't allow you to specify the pages you want to copy so for a large file it is very cumbersome.

                                                              I have also used SnagIt to capture several pages but again that isn't truly the most efficient. Anyone have any other ideas?
                                                              • 28. Re: Document Restrictions of Security Policies
                                                                HOW DO YOU PREVENT PDF FILES ON THE WEB FROM BEING SAVED?
                                                                I saw the previous post from rmehldahl, but don't see a "true" answer about how to prevent SAVING a fully "secured" PDF when it is available on a website. All you have to do is File, Save As and you can save. We don't want copying, printing, or saving. Password and security settings theoretically take care of copying and printing, but I see nothing to stop users from saving a file off of the website. HELP!? Thank you.

                                                                RMEHDAHL:
                                                                I am not a PDF expert. I have a book that is self-published. I want to make it available on my web site for reading only. I have gone into Adobe and restricted it to:
                                                                1. Not printing
                                                                2. Not copying
                                                                However, it can be saved. My questions are:
                                                                1. Is this the best security that I can do? Can I prevent saving also?
                                                                2. How secure is the non-printing and non-copying options? Can someone clever open it someone and print it an violate my copyright?
                                                                • 29. Re: Document Restrictions of Security Policies
                                                                  I'm in way over my head as a new newbie. I have been assigned the task of creating a simple webpage that will allow the viewing party to click an image of a ticket (a link to a .pdf document) and thus print a ticket to a meeting. I am clueless, and after searching, now even more clueless.

                                                                  I need to:
                                                                  Print only, prohibit saving or editing
                                                                  Print todays date on the document (updating to todays date, and titling it an expiration date, making the ticket valid today only)
                                                                  Preferably print without actually opening acrobat, or at least automatically closing it when the printing is complete.

                                                                  Anyone who can help give me some direction would be my friend for life.
                                                                  • 30. Re: Document Restrictions of Security Policies
                                                                    I am trying to do more or less the same as Jill, Charlie, and Cindy. I want users to be able to do everything except modify text (i.e. extract pages, copy text, etc.).

                                                                    The four settings options in the drop-down box on the security tab provide everything but this option.

                                                                    Any ideas???
                                                                    • 31. Re: Document Restrictions of Security Policies
                                                                      Community Member
                                                                      Robert I have this same problem, any solution yet? Hom e pa g e
                                                                      • 32. Re: Document Restrictions of Security Policies
                                                                        jkrim01 Community Member

                                                                        Hi, i saw this post

                                                                        "> Reply to Question from rmeldahl

                                                                        Hi,
                                                                        You can use the Adobe Document Center and define a policy which will prevent the users from printing and copying from your book. If your customers download the book from your website to their desktop and try to open it, the download file will also not allow the user to print and copy from the PDF file.
                                                                        Thanks
                                                                        Adobe Document Center Team "

                                                                         

                                                                        that sounds perfect for what i need. how do i do this? can i send it to others in an email?

                                                                         

                                                                        thanks!

                                                                        • 33. Re: Document Restrictions of Security Policies
                                                                          Tostubbit

                                                                          Hello Robert,

                                                                           

                                                                          Im trying to acomplish the same thing Holly was but i have the Adobe Reader 9 and I cannot find the Select Secure / Password Encrypt / Permissions you mentioned... Could you please tell me on how to get there; if at all possible since I have a different version.

                                                                           

                                                                          Thank you,

                                                                          • 34. Re: Document Restrictions of Security Policies
                                                                            sunshinecoastguy

                                                                            I have been using Adobe 6 Standard for probably four or five years now. My principle use of it was to put together a written report, maybe attach some addendum pages, and then secure it all to send off with only printing allowed. I just bought Adobe 9 Pro Extended and see that I can allow/disallow page extractions, possibly something that I had in 6 but wasn't aware of.

                                                                             

                                                                            I am also having the same problem as some of the other users of now trying to creat a policy that disallows page extraction. I know its probably one step that I'm not doing but I followed the instructiopns in the comments below and "page extraction allowed" still shows up after I've tried to create that limitation in my policy. What am I not doing or doing wrong?

                                                                             

                                                                            Suggestion, would it be possible for Adobe to allow users to highlight that permission and change it simply by highlighting it from "Allow" to "Disallow". That would probably make a lot of users real happy

                                                                             

                                                                            sunshinecoastguy