Specify publication document security

You specify the security for a publication document on the Security to Apply tab. The security is applied to a publication document when a Workplace user publishes a source document using the template.

By clicking the appropriate radio button, you can:

Use the security of the destination folder

If you already have appropriate security set up based on a folder hierarchy, choosing Use the security of the destination folder ensures that the publication documents have the same level of security as the folder in which they reside. This is useful if you expect your users to browse to documents.

If you choose this option:

Use the security of the source document

This option is useful if you plan to modify the security later, but want an appropriate starting point from which to make the modifications.

For example, you might want to publish a Word document in HTML format. The security on the Word source document is set to allow a certain set of users to view the document. You want the same set of users to be able to view the publication document in HTML format. If the publish template includes a style template created for an HTML document, choosing Use the Security of the source document ensures that the users who could view the Word document can also view the HTML document.

NOTE  If you use the security of the source document as the security of the publication document because users typically publish these documents, be sure that they have Publish access to the source document.

If you want to publish a document that users cannot modify, you would not use this option, because access to the publication document would not be restricted more than access to the source document. Users who have access to check out or modify the properties of the source document can also check out or modify the properties of the publication document when this option is selected.

Use the default security of the publication document's class

This option is useful if you selected a document class (on the Properties to Apply tab) that assigns an appropriate level of security for the publication documents created using the template.

This option is also useful if you plan to modify the security later, but want an appropriate starting point from which to make the modifications.

You would not use this option if you selected Use the source document properties (on the Properties to Apply tab) because the publication document will use the default security defined by the source document's class.

NOTE  When republishing by versioning, the publication document receives security settings from the previous version of the publication document (not its document class).

Specify security directly in the template

Use this option if you want to have exact control over the security of the publication document.

Clicking the Specify security radio button activates the Apply security policy check box and the Apply the following permissions check box.

Clicking the Apply security policy check box activates a drop-down list of security policies. Select the security policy that you want to apply to the publication document. For more information about security policies, refer to the Content Engine help and the FileNet P8 Security Guide.

NOTE  You can specify a security policy and security permissions for a group or user. If you specify both a security policy and security permissions, the security permissions might not be applied, depending on how the security policy's Preserve Direct Permissions property is set. If the property is checked (set to true), the security permissions are applied in addition to the security specified in the security policy. If the Preserve Direct Permissions property is unchecked (set to false), the direct security permissions are not applied.

Clicking the Apply the following permissions check box activates the Users and Groups radio buttons. You can add a new user or group, remove an existing user or group, or modify the security rights of an existing user or group. See Set security permissions.