Security Profiles - Actions and Restrictions

Applies to Security Profiles.

Each security profile condition may have one or more restrictions or actions that are applied/executed when this condition is fulfilled.

You can configure the actions by selecting a condition and clicking Configure, or just double-click on a condition.

The following window will appear:

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You have two tabs with different options:

Page Restrictions

They allow you to define what end users can do when viewing the current HTML page or PDF document. By default, publications allow end users to select and copy text, print pages, display the context menu (not the one of Internet Explorer: IE browser publications use their own context menu, the “Show source code” option is never available), etc…

If you want to apply restrictions, just enable the option(s) you want:

  • Prevent end users from selecting text: end users are unable to select any part of your HTML text or PDF document. The text is displayed like for the print preview mode; of course it does not prevent them from navigating through your publication. This feature is generally used when you want to disable the “copy to clipboard” feature.

  • Cannot copy text and URLs to clipboard: if this option is enabled, end users are not allowed to select text parts of your HTML documents or URLs, and copy them to the clipboard.

  • Disable mouse context menu: the mouse context menu (mouse right click) lets end users access various commands like copy, print, top page… To remove it, just activate this feature. You can also partially disable some commands using the context menu component.

  • Cannot print pages: enabling this feature will disable the printing ability of publications. By default, end users are able to print HTML and PDF documents of your publication (including a print preview feature). Please note that it also removes the Print button from the toolbar.

  • Cannot copy images to clipboard: it works like the Cannot Copy Text feature, but with pictures this time and only for HTML Viewer publications.

  • Disable Paste command: removes the Paste command from the Edition and context menus (only available in IE publications).

  • If the document is a PDF file, allow access to X pages: this option lets you limit the number of pages a user can access in PDF documents (only if the built-in PDF viewer is enabled). You enter the number of pages that the user can access. For instance, if you enter 2, the first two pages will be accessible. The remaining ones will be removed by the viewer.

Locking Pages

An important feature: you can forbid end users to access the current HTML page or PDF document. When a page is locked, it cannot be displayed and an error page is displayed. You can, moreover, specify what page you want to display instead.

When an HTML page is being requested, the publication loads its associated security profile and executes all actions of fulfilled conditions. If one of the actions is a “page is locked” type, then the HTML page is not displayed at all.

Notes:

  1. If you put a “page is locked” action in the “Always” condition of a security profile, any page which is associated with that profile will always be locked.

  2. Use “page is locked” actions to restrict the user access to your pages. You can play with the different conditions of a security profile to determine whether a user should have access to a page or not.

See this sample about how to use a security profile to password protect pages (using “Locking Pages”)

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