Administration and Maintenance > Set up Security > Set up Security on Documents

Set up Security on Documents
You can apply custom security settings to the documents that you index into IDOL server. You can identify fields in the documents that determine the security settings that are appropriate for each document.
Alternatively, you can specify the security property of a document every time you index it by sending an additional parameter with the action.
For more details on the settings that the [Security] section can contain and on how you can configure them, refer to the IDOL server online help.
Related Topics 
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To set up automatic security application for documents
1.
2.
In the [Security] section, list the security types you want to use and specify the security encryption keys to use to encrypt and decrypt the security information used by the IDOL server.
For example:
[Security]
SecurityInfoKeys=123456789,144135468,56443234,2000111222
0=NT
1=Netware
2=Notes
3=Exchange
3.
Create a section for each of the security types you defined (the section must have the same name as the security type), and for each section provide settings that determine how IDOL server handles that security type. For example:
[NT]
SecurityCode=1
Library=nt_security.dll
Type=AUTONOMY_SECURITY_V4_NT_MAPPED
ReferenceField=*/AUTONOMYMETADATA
[Netware]
SecurityCode=2
Library=netware_security.dll
Type=AUTONOMY_SECURITY_NETWARE_MAPPED
ReferenceField=*/AUTONOMYMETADATA
[Notes]
SecurityCode=3
Library=notes_security.dll
Type=AUTONOMY_SECURITY_V4_NOTES_MAPPED
ReferenceField=*/AUTONOMYMETADATA
[Exchange]
SecurityCode=4
Library=exchange_security.dll
Type=AUTONOMY_SECURITY_EXCHANGE_MAPPED
ReferenceField=*/AUTONOMYMETADATA
4.
In the [FieldProcessing] section, set up processes that allow IDOL server to recognize the security type of documents (unless you send an additional parameter to specify the security property of a document every time you index a document).
If you use a version 4 security type (for example, AUTONOMY_SECURITY_V4_NOTES_MAPPED), you must include a process that defines how to handle metadata. For example:
[FieldProcessing]
0=DetectNT
1=DetectNetware
2=DetectNotes
3=DetectExchange
4=DefineMetaData
5.
Create a section for each of the processes you listed, in which you create a property for the process (security properties always point to a defined security type). Identify the field you want to associate with the processes.
 
NOTE A property that you create must not have the same name as the process.
When identifying the fields, use the format /FieldName to match root-level fields, */FieldName to match all fields except root-level or /Path/FieldName to match fields that the specified path points to).
You can use the PropertyMatch parameter to identify a specific value that fields must have to be processed.
For example:
[DetectNT]
Property=SetNTProperty
PropertyFieldCSVs=*/DRESECURITYTYPE
PropertyMatch=*nt
[DetectNetware]
Property=SetNetwareProperty
PropertyFieldCSVs=*/DRESECURITYTYPE
PropertyMatch=*netware
[DetectNotes]
Property=SetNotesProperty
PropertyFieldCSVs=*/DRESECURITYTYPE
PropertyMatch=*notes
[DetectExchange]
Property=SetExchangeProperty
PropertyFieldCSVs=*/DRESECURITYTYPE
PropertyMatch=*exchange
[DefineMetaData]
Property=HideMetaData
PropertyFieldCSVs=*/AUTONOMYMETADATA
6.
Create a section for each of the properties and specify appropriate configuration settings for each. These configuration parameters define the processes to apply to all the fields (or all documents that contain the fields) that you previously associated with the processes.
If you use a version 4 security type (for example, AUTONOMY_SECURITY_V4_NOTES_MAPPED), you must set ACLType to true in the section that sets up how IDOL server handles metadata, to implement optimized security.
[SetNTProperty]
SecurityType=NT
[SetNetwareProperty]
SecurityType=Netware
[SetNotesProperty]
SecurityType=Notes
[SetExchangeProperty]
SecurityType=Exchange
[HideMetaData]
HiddenType=true
ACLType=true
7.
8.
 
NOTE For details on ensuring security in an Autonomy infrastructure, refer to the Intellectual Asset Protection (IAS) Administration Guide.