Advanced Document Security for Hummingbird DM

Transcription

1 Advanced Document Security for Hummingbird DM Erik Gellatly, JD Senior Product Manager Matrix Logic Corporation (503) direct

2 Agenda Overview Managing Access Control Distribution of PDF files Digital Rights Management (e-drm) Q& A

3 Four Security Considerations Confidentiality Authentication Authorization Integrity

4 Agenda Overview Managing Access Control Distribution of PDF files Digital Rights Management (e-drm) Q& A

5 Access Control Lists (ACLs) Hummingbird DM provides a mass update option out-of-the-box

6 Mass Update to ACL

7 Service-based Management ACL management can be automated using Matrix Logic Secure

8 Service-based Management Addresses problem of users forgetting or failing to set ACLs Requires no user intervention Easy for administrators to define and manage ACL rules New version of the product to ship at end of June

9 Agenda Overview Managing Access Control Distribution of PDF files Digital Rights Management (e-drm) Q& A

10 Distribution of PDF Files Despite setting an ACL, confidential or sensitive documents can be distributed outside of Hummingbird DM via It s almost always better to distribute documents as PDFs: Metadata problem Re-purposing of intellectual property Document integrity can be assured

11 PDF Service for Hummingbird Leverages AdLib express Server for PDF file generation Right-click PDF management for DM5 users Create and PDF documents Save a PDF as an attachment or a new document Apply consistent standards for PDF across the enterprise (headers/footers, watermarks, static encryption and controls)

12 Workshare 3 Next generation of Deltaview product, but adds additional security-related functionality MS Office attachments as PDFs Metadata removal (former Protect product) Integrates with MS Word, Outlook, DM5 Client-based, rather than server-based

13 Agenda Overview Managing Access Control Distribution of PDF files Digital Rights Management (e-drm) Q& A

14 e-drm via Authentica edrm stands for enterprise digital rights management Encrypt and protect sensitive information throughout its lifecycle Protect MS Word, PowerPoint and Excel documents natively, plus PDFs and Powerful technology when integrated with your document management system Rights can be changed even after distribution

15 Authentica Customers Manufacturing: Sharing of new product specifications, planning, R&D, and pricing documents Government: Share information on a need-to-know basis within intelligence community Healthcare: Communication with associates Control of PHI dissemination Financial Services: On-line mergers and acquisitions High value research circulation control

16 Feature Native Microsoft Office files Securely edit documents Dynamic policy control Continuous audit trail Automatic expiration control Desktop integration Benefit Allows secure sharing of Office documents with internal and external users Allows organizations to collaborate on sensitive documents without losing control of the information Allows information to be recalled when individual roles or business needs change Provides ongoing assurance of policy compliance Provides confirmation that information was viewed Enforces document retention policies Allows version control on distributed documents Provides familiar user interface that doesn t impact users workflow

17 Authentica Others Encrypt, authenticate, access control Restrict print, copy, expiration Heterogeneous authentication Windows 2000,XP, 2003 NO* Collaborate externally Deploy externally Change rights after distribution NO NO NO Needs Active Rights Management Revoke after sent NO Track activity beyond receipt NO

18 Use Case: Secure Collaboration Attorneys in different firms are negotiating contract terms and reviewing documents Contents and drawings contain sensitive trade secrets but must be shared among participants The author limits edit rights to two named users A comprehensive audit trail is maintained All copies of the document will expire at the end of the process

19 Use Case: Secure Publishing The master document resides inside of Hummingbird DM (MS Word) An encrypted PDF is distributed with options: Restrict copy/paste and printing Restrict network access Restrict access to specific times of day Restrict access to a specific interval (next five days) Apply dynamic watermarks Apply page-level security

20 Demonstration

21 Agenda Overview Managing Access Control Distribution of PDF files Digital Rights Management (e-drm) Q & A

22 Advanced Document Security for Hummingbird DM Erik Gellatly, JD Senior Product Manager Matrix Logic Corporation (503) direct