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Last updated 1/15/2015
Chapter 7: Document information and
security
Rights Management
Rights Management ensures that the business-critical information you distribute is exposed only to the intended
people. You control how people can use the information to prevent it from circulating too far. Your control over the
use of information continues even after you distribute the information.
Key features
Using Rights Management, you can protect PDF, Word, Excel, and PowerPoint documents by using confidentiality
policies. You can restrict corporate training videos to the intended recipients. You can also provide new video
workflows based on the same set of SDKs and APIs that are available through Rights Management.
The PTC Pro/Engineer WildFire 4 (Pro/E) product includes direct protection of their native CAD documents. By
using Pro/E along with this version of Rights Management, you can distribute product manufacturing instructions and
CAD materials. These documents will have the same level of protection and value proposition as securing PDF files
with Acrobat and Rights Management. This partnership release enables secure collaboration and versioning during
the product design phase. It also simplifies collaboration with external parties during a bidding, Request for Quotation
(RFQ), or manufacturing phase.
A policy is a collection of information that includes document confidentiality settings and a list of authorized users.
The confidentiality settings you specify in a policy determine how a recipient can use documents that you apply the
policy to. Because PDF documents can contain any type of information, such as text, audio, and video files, you can
use Rights Management to safely distribute information saved in a PDF document.
You can use policies to do these tasks:
Specify who can open policy-protected documents. Recipients can belong to your organization or can be external
to your organization. You can also specify different confidentiality options on the same policy for different users.
Specify the document confidentiality settings. You can restrict access to various Acrobat and Adobe Reader
features. These restriction may apply to the following rights:
The right to print and copy text
The right to make changes
The right to add signatures and comments to a document.
Administrators can also specify the following additional confidentiality options:
The recipient’s right to view a document offline
The right of the user who applies the policy to revoke the document access rights or switch the policy.
After distributing a policy-protected document, you can monitor and revoke document access, switch the policy,
and change access and confidentiality settings. Users can change confidentiality settings in policies they create.
Administrators can change any organizational or user-created policy.
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