IDOL Category Component 23.4

# Set up Security on Documents

You can apply custom security settings to the documents that you index into the IDOL Content component. To do this, you identify fields in these documents that determine the security settings that are appropriate for each document.

Alternatively, you can specify the security property of a document every time that you index it by sending an additional parameter with the index action.

For more details on the settings that the `[Security]` section can contain and on how you can configure them, refer to the IDOL Content component Reference.

Related Topics

- Display Online Help

- Edit IDOL Configuration Files

- Encrypt Passwords

To set up automatic security application for documents

1. Open the IDOL Content component configuration file in a text editor.

2. In the `[Security]` section, set the `SecurityInfoKeys` parameter to specify the security encryption keys to use to encrypt and decrypt the security information used by the IDOL Content component. You can set the `SecurityInfoKeys` parameter either to the name of an AES key file (recommended) or to a comma-separated list of four signed 32-bit integers. For information about how to generate a key file with the `autpassword` command-line tool, see Encrypt Passwords.

   For example:

       [Security]
       SecurityInfoKeys=MyAESKeyFile.ky

3. In the `[Security]` section, list the security types that you want to use.

       0=NT
       1=Netware
       2=Notes
       3=Exchange

4. Create a section for each of the security types you defined (the section must have the same name as the security type). For each section, provide settings that determine how Content 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

5. In the `[FieldProcessing]` section, set up processes that allow Content 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

6. Create a section for each of the processes that you listed, in which you create a property for the process (security properties always point to a defined security type). Identify the field that you want to associate with the processes.

   NOTE: The property that you create must not have the same name as the process.

   To identify 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

7. Create a section for each of the properties and specify appropriate configuration settings for each property. 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 Content handles metadata, to implement optimized security.

       [SetNTProperty]
       SecurityType=NT

       [SetNetwareProperty]
       SecurityType=Netware

       [SetNotesProperty]
       SecurityType=Notes

       [SetExchangeProperty]
       SecurityType=Exchange

       [HideMetaData]
       HiddenType=True
       ACLType=True

8. Save and close the configuration file.

9. Restart the IDOL Content component for your changes to take effect.

NOTE: For details of how to ensure security in an IDOL infrastructure, refer to the IDOL Document Security Administration Guide.

TIP: You can view information about the configured security types in IDOL Server on the Security Types tab on the Status page in the IDOL Admin interface. For more information, refer to the IDOL Admin User Guide.

Copyright 2023 Open Text
Version 23.4 | Last updated September 2023

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Product: IDOL IDOL Category Component 23.4

Topic Title: Set up Security on Documents