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• Quick guide to Oracle IRM 11g: Creating your first sealed document

  - by Simon Thorpe

  Quick guide to Oracle IRM 11g indexThe previous articles in this guide have detailed how to install, configure and secure your Oracle IRM 11g service. This article walks you through the process of now creating your first context and securing a document against it. I should mention that it would be worth reviewing the following to ensure your installation is ready for that all important first document. Ensure you have correctly configured the keystore for the IRM wrapper keys. If this is not correctly configured, creating the context below will fail. Make sure the IRM server URL correctly resolves and uses the right protocol (HTTP or HTTPS) ContentsCreate the first contextInstall the Oracle IRM Desktop Seal your first document Create the first contextIn Oracle 11g there is a built in classification and rights system called the "standard rights model" which is based on 10 years of customer use cases and innovation. It is a system which enables IRM to scale massively whilst retaining the ability to balance security and usability and also separate duties by allowing contacts in the business to own classifications. The final article in this guide goes into detail on this inbuilt classification model, but for the purposes of this current article all we need to do is create at least one context to test our system out.With a new IRM server there are a set of predefined context templates and roles which again are setup in a way which reflects the most common use we've learned from our customers. We will use these out of the box configurations as they are to create the first context against which we will seal some content.First login to your Oracle IRM Management Website located at https://irm.company.com/irm_rights/. Currently the system is only configured to use the built in LDAP for users, so use the only account we have at the moment, which by default is weblogic. Once logged in switch to the Contexts tab. Click on the New Context icon () in the menu bar on the left. In the resulting dialog select the Standard context template and enter in a name for the context. Then just hit finish, the weblogic account will automatically be made the manager. You'll now see your brand new context ready for users to be assigned. Now click on the Assign Role icon () in the menu bar and in the resulting dialog search for your only user account, weblogic, and add to the list on the right. Now select a role for this user. Because we need to create a document with this user we must select contributor, as this is the only role which allows for the ability to seal. Finally hit next and then finish. We now have a context with a user that has the rights to create a document. The next step is to configure the IRM Desktop to get these rights from the server. Install the Oracle IRM Desktop Before we can seal a document we need the client software installed. Oracle IRM has a very small, lightweight client called the Oracle IRM Desktop which can be freely downloaded in 27 languages from here. Double click on the installer and click on next... Next again... And finally on install... Very easy. You may get a warning about closing Outlook, Word or another application and most of the time no reboots are required. Once it is installed you will see the IRM Desktop icon running in your tool tray, bottom right of the desktop. Seal your first document Finally the prize is within reach, creating your first sealed document. The server is running, we've got a context ready, a user assigned a role in the context but there is the simple and obvious hoop left to jump through. To seal a document we need to have the users rights cached to the local machine. For this to take place, the IRM Desktop needs to know where the Oracle IRM server is on the network so we can synchronize these rights and then be able to seal a document. The usual way for the IRM Desktop to know about the IRM server is it learns automatically when you open an existing piece of content that someone has sent you... ack. Bit of a chicken or the egg dilemma. The solution is to manually tell the IRM Desktop the location of the IRM Server and then force a synchronization of rights. Right click on the Oracle IRM Desktop icon in the system tray and select Options.... Then switch to the Servers tab in the resulting dialog. There are no servers in the list because you've never opened any content. This list is usually populated automatically but we are going to add a server manually, so click on New.... Into the dialog enter in the full URL to the IRM server. Note that this time you use the path /irm_desktop/ and not /irm_rights/. You can see an example from the image below. Click on the validate button and you'll be asked to authenticate. Enter in your weblogic username and password and also check the Remember my password check box. Click OK and the IRM Desktop will confirm a successful connection to the server. OK all the dialogs and we are ready to Synchronize this users rights to the desktop. Right click once more on the Oracle IRM Desktop icon in the system tray. Now the Synchronize menu option is available. Select this and the IRM Desktop will now talk to the IRM server, authenticate using your weblogic account and get your rights to the context we created. Because this is the first time this users has communicated with the IRM server the IRM Desktop presents a privacy policy dialog. This is a chance for the business to ask users to agree to any policy about the use of IRM before opening secured documents. In our guide we've not bothered to setup this URL so just click on the check box and hit Accept. The IRM Desktop will then talk to the server, get your rights and display a success dialog. Lets protect a documentNow we are ready to seal a piece of content. In my guide i'm going to protect a Microsoft Word document. This mean's I have to have copy of Office installed, in this guide i'm using Microsoft Office 2007. You could also seal a PDF document, you'll need to download and install Adobe Acrobat Reader. A very simple test could be to seal a GIF/JPG/PNG or piece of HTML because this is rendered using Internet Explorer. But as I say, i'm going to protect a Word document. The following example demonstrates choosing a file in Windows Explorer, there are many ways to seal a file and you can watch a few in this video.Open a copy of Windows Explorer and locate the file you wish to seal. Right click on the document and select Seal To -> Context You are now presented with the Select Context dialog. You'll now have a sealed copy of the document sat in the same location. Double click on this document and it will open, again using the credentials you've already provided. That is it, now you just need to add more users, more documents, more classifications and start exploring the different roles and experiment with different offline periods etc. You may wish to setup the server against an existing LDAP or Active Directory environment instead of using the built in WebLogic LDAP store. You can read how to use your corporate directory here. But before we finish this guide, there is one more article and arguably the most important article of all. Next I discuss the all important decision making surrounding the actually implementation of Oracle IRM inside your business. Who has rights to what? How do you map contexts to your existing business practices? It is the next article which actually ensures you deploy a successful IRM solution by looking at the business and understanding how they use your sensitive information and then configuring Oracle IRM to reflect their use.

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• Quick guide to Oracle IRM 11g: Server configuration

  - by Simon Thorpe

  Quick guide to Oracle IRM 11g index Welcome to the second article in this quick quide to Oracle IRM 11g. Hopefully you've just finished the first article which takes you through deploying the software onto a Linux server. This article walks you through the configuration of this new service and contains a subset of information from the official documentation and is focused on installing the server on Oracle Enterprise Linux. If you are planning to deploy on a non-Linux platform, you will need to reference the documentation for platform specific information. Contents Introduction Create IRM WebLogic Domain Starting the Admin Server and initial configuration Introduction In the previous article the database was prepared, the WebLogic Application Server installed and the files required for an IRM server installed. But we don't actually have a configured system yet. We need to now create a WebLogic Domain in which the IRM server will run, then configure some of the settings and crypography so that we can create a context and be ready to seal some content and test it all works. This article doesn't cover the configuration of SSL communication from client to server. This is quite a big topic and a separate article has been dedicated for this area. In these articles I also use the hostname, irm.company.internal to reference the IRM server and later on use the hostname irm.company.com in reference to the public facing service. Create IRM WebLogic Domain First step is creating the WebLogic domain, in a console switch to the newly created IRM installation folder as shown below and we will run the domain configuration wizard. [oracle@irm /]$ cd /oracle/middleware/Oracle_IRM/common/bin [oracle@irm bin]$ ./config.sh First thing the wizard will ask is if you wish to create a new or extend an existing domain. This guide is creating a standalone system so you should select to create a new domain. Next step is to choose what technologies from the Oracle ECM Suite you wish this domain to host. You are only interested in selecting the option "Oracle Information Rights Management". When you select this check box you will notice that it also selects "Oracle Enterprise Manager" and "Oracle JRF" as these are dependencies of the IRM server. You then need to specify where you wish to place the domain files. I usually just change the domain name from base_domain or irm_domain and leave the others with their defaults. Now the domain will have a single user initially and by default this user is called "weblogic". I usually change this account name to "sysadmin" or "administrator", but in this guide lets just accept the default. With respects to the next dialog, again for eval or dev reasons, leave the server startup mode as development. The JDK should also be automatically detected. We now need to provide details of the database. This guide is using the Oracle 11gR2 database and the settings I used can be seen in the image to the right. There is a lot of configuration that can now be done for the admin server, any managed servers and where the deployments reside. In this guide I am leaving all of these to their defaults so do not check any of the boxes. However I will on this blog be detailing later how you can go back and setup things such as automated startup of an IRM server which require changes to these default settings. But for now, lets leave it all alone and just click next. Now we are ready to install. Note that from this dialog you can scroll the left window and see there are going to be two servers created from the defaults. The AdminServer which is where you modify settings for the WebLogic Server and also hosts the Oracle Enterprise Manager for IRM which allows to monitor the IRM service performance and also make service related settings (which we shortly do below) and the IRM_server1 which hosts the actual IRM services themselves. So go right ahead and hit create, the process is pretty quick and usually under 10 minutes. When the domain creation ends, it will give you the URL to the admin server. It's worth noting this down and the URL is usually; http://irm.company.internal:7001 Starting the Admin Server and initial configuration First thing to do is to start the WebLogic Admin server and review the initial IRM server settings. In this guide we are going to run the Admin server and IRM server in console windows, in another article I will discuss running these as background services. So for now, start a console and run the Admin server by doing the following. cd /oracle/middleware/user_projects/domains/irm_domain/ ./startWebLogic.sh Wait for the server to start, you are looking for the following line to be reported in the console window. <BEA-00360><Server started in RUNNING mode> First step is configuring the IRM service via Enterprise Manager. Now that the Admin server is running you can point a browser at http://irm.company.internal:7001/em. Login with the username and password you supplied when you created the domain. In Enterprise Manager the IRM service administrator is able to make server wide configuration. However finding where to access the pages with these settings can be a bit of a challenge. After logging in on the left you'll see a tree containing elements of the Enterprise Manager farm Farm_irm_domain. Open up Content Management, then Information Rights Management and finally select the IRM node. On the right then select the IRM menu item, navigate to the Administration section and now we have four options, for now, we are just going to look at General Settings. The image on the right proves that a picture is worth a thousand words (or 113 in this case). The General Settings page allows you to set the cryptographic algorithms used for protecting sealed content. Unless you have a burning need to increase the key lengths or you need to comply to a regulation or government mandate, AES192 is a good start. You can change this later on without worry. The most important setting here we need to make is the Server URL. In this blog article I go over why this URL is so important, basically every single piece of content you protect with Oracle IRM is going to have this URL embedded in it, so if it's wrong or unresolvable, then nobody can open the secured documents. Note that in our environment we have yet to do any SSL configuration of the service. If you intend to build a server without SSL, then use http as the protocol instead of https. But I would recommend using SSL and setting this up is described in the next article. I would also probably up the device count from 1 to 3. This means that any user can retrieve rights to access content onto 3 computers at any one time. The default of 1 doesn't really make sense in development, evaluation nor even production environments and my experience is that 3 is a better number. Next step is to create the keystore for the IRM server. When a classification (called a context) is created, Oracle IRM generates a unique set of symmetric keys which are used to secure the content itself. These keys are then encrypted with a set of "wrapper" asymmetric cryptography keys which are stored externally to the server either in a Java Key Store or a HSM. These keys need to be generated and the following shows my commands and the resulting output. I have greyed out the responses from the commands so you can see the input a little easier. [oracle@irmsrv ~]$ cd /oracle/middleware/wlserver_10.3/server/bin/ [oracle@irmsrv bin]$ ./setWLSEnv.sh CLASSPATH=/oracle/middleware/patch_wls1033/profiles/default/sys_manifest_classpath/weblogic_patch.jar:/oracle/middleware/patch_ocp353/profiles/default/sys_manifest_classpath/weblogic_patch.jar:/usr/java/jdk1.6.0_18/lib/tools.jar:/oracle/middleware/wlserver_10.3/server/lib/weblogic_sp.jar:/oracle/middleware/wlserver_10.3/server/lib/weblogic.jar:/oracle/middleware/modules/features/weblogic.server.modules_10.3.3.0.jar:/oracle/middleware/wlserver_10.3/server/lib/webservices.jar:/oracle/middleware/modules/org.apache.ant_1.7.1/lib/ant-all.jar:/oracle/middleware/modules/net.sf.antcontrib_1.1.0.0_1-0b2/lib/ant-contrib.jar: PATH=/oracle/middleware/wlserver_10.3/server/bin:/oracle/middleware/modules/org.apache.ant_1.7.1/bin:/usr/java/jdk1.6.0_18/jre/bin:/usr/java/jdk1.6.0_18/bin:/usr/kerberos/bin:/usr/local/bin:/bin:/usr/bin:/home/oracle/bin Your environment has been set. [oracle@irmsrv bin]$ cd /oracle/middleware/user_projects/domains/irm_domain/config/fmwconfig/ [oracle@irmsrv fmwconfig]$ keytool -genkeypair -alias oracle.irm.wrap -keyalg RSA -keysize 2048 -keystore irm.jks Enter keystore password: Re-enter new password: What is your first and last name? [Unknown]: Simon Thorpe What is the name of your organizational unit? [Unknown]: Oracle What is the name of your organization? [Unknown]: Oracle What is the name of your City or Locality? [Unknown]: San Francisco What is the name of your State or Province? [Unknown]: CA What is the two-letter country code for this unit? [Unknown]: US Is CN=Simon Thorpe, OU=Oracle, O=Oracle, L=San Francisco, ST=CA, C=US correct? [no]: yes Enter key password for (RETURN if same as keystore password): At this point we now have an irm.jks in the directory /oracle/middleware/user_projects/domains/irm_domain/config/fmwconfig. The reason we store it here is this folder would be backed up as part of a domain backup. As with any cryptographic technology, DO NOT LOSE THESE KEYS OR THIS KEY STORE. Once you've sealed content against a context, the keys will be wrapped with these keys, lose these keys, and you can't get access to any secured content, pretty important. Now we've got the keys created, we need to go back to the IRM Enterprise Manager and set the location of the key store. Going back to the General Settings page in Enterprise Manager scroll down to Keystore Settings. Leave the type as JKS but change the location to; /oracle/Middleware/user_projects/domains/irm_domain/config/fmwconfig/irm.jks and hit Apply. The final step with regards to the key store is we need to tell the server what the password is for the Java Key Store so that it can be opened and the keys accessed. Once more fire up a console window and run these commands (again i've greyed out the clutter to see the commands easier). You will see dummy passed into the commands, this is because the command asks for a username, but in this instance we don't use one, hence the value dummy is passed and it isn't used. [oracle@irmsrv fmwconfig]$ cd /oracle/middleware/Oracle_IRM/common/bin/ [oracle@irmsrv bin]$ ./wlst.sh ... lots of settings fly by... Welcome to WebLogic Server Administration Scripting Shell Type help() for help on available commands wls:/offline>connect('weblogic','password','t3://irmsrv.us.oracle.com:7001') Connecting to t3://irmsrv.us.oracle.com:7001 with userid weblogic ... Successfully connected to Admin Server 'AdminServer' that belongs to domain 'irm_domain'. Warning: An insecure protocol was used to connect to the server. To ensure on-the-wire security, the SSL port or Admin port should be used instead. wls:/irm_domain/serverConfig>createCred("IRM","keystore:irm.jks","dummy","password") Location changed to domainRuntime tree. This is a read-only tree with DomainMBean as the root. For more help, use help(domainRuntime)wls:/irm_domain/serverConfig>createCred("IRM","key:irm.jks:oracle.irm.wrap","dummy","password") Already in Domain Runtime Tree wls:/irm_domain/serverConfig> At last we are now ready to fire up the IRM server itself. The domain creation created a managed server called IRM_server1 and we need to start this, use the following commands in a new console window. cd /oracle/middleware/user_projects/domains/irm_domain/bin/ ./startManagedWebLogic.sh IRM_server1 This will start up the server in the console, unlike the Admin server, you need to provide the username and password for the service to start. Enter in your weblogic username and password when prompted. You can change this behavior by putting the password into a boot.properties file, read more about this in the WebLogic Server documentation. Once running, wait until you see the line; <Notice><WebLogicServer><BEA-000360><Server started in RUNNING mode> At this point we can now login to the Oracle IRM Management Website at the URL. http://irm.company.internal:1600/irm_rights/ The server is just configured for HTTP at the moment, no SSL involved. Just want to ensure we can get a working system up and running. You should now see a login like the image on the right and you can now login using your weblogic username and password. The next article in this guide goes over adding SSL and now testing your server by actually adding a few users, sealing some content and opening this content as a user.

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• Quick guide to Oracle IRM 11g: Server installation

  - by Simon Thorpe

  Quick guide to Oracle IRM 11g index This is the first of a set of articles designed to assist with the successful installation, configuration and deployment of a document security solution using Oracle IRM. This article goes through a set of simple instructions which detail how to download, install and configure the IRM server, the starting point for building a document security solution. This article contains a subset of information from the official documentation and is focused on installing the server on Oracle Enterprise Linux. If you are planning to deploy on a non-Linux platform, you will need to reference the documentation for platform specific information. Contents Introduction Downloading the software Preparing a database Creating the schema WebLogic Server installation Installing Oracle IRM Introduction Because we are using Oracle Enterprise Linux in this guide, and before we get into the detail of IRM, i'd like to share some tips with Linux to make life a bit easier.Use a 64bit platform, IRM 11g runs just fine on a 32bit server but with 64bit you will build a more future proof service. Download and install the latest Java JDK package. Make sure you get the 64bit version if you are on a 64bit server. Configure Linux to use a good Yum server to simplify installing packages. For Oracle Enterprise Linux we maintain a great public Yum here. Have at least 20GB of free disk space on the partition you intend to install the IRM server. The downloads are big, then you extract them and then install. This quickly consumes disk space which you can easily recover by deleting the downloaded and extracted files after wards. But it's nice to have the disk space spare to keep these around in case you need to restart any part of the installation process again. Downloading the software OK, so before you can do anything, you need the software install kits. Luckily Oracle allows you to freely download every technology we create. You'll need to get the following; Oracle WebLogic Server Oracle Database Oracle Repository Creation Utility (rcu) Oracle IRM server You can use Microsoft SQL server 2005 or 2008, in this guide i've used Oracle RDBMS 11gR2 for Linux. Preparing the database I'm not going to go through the finer points of installing the database. There are many very good guides on installing the Oracle Database. However one thing I would suggest you think about is enabling TDE, network encryption and using Database Vault. These Oracle database security technologies are excellent for creating a complete end to end security solution. No point in going to all the effort to secure document access with IRM when someone can go directly to the database and assign themselves rights to documents. To understand this further, you can see a video of the IRM service using these database security technologies here. With a database up and running we need to create a schema to hold the IRM data. This schema contains the rights model, cryptographic keys, user account id's and associated rights etc. Creating the IRM database schema Oracle uses the Repository Creation Tool which builds your schema, extract the files from the rcu zip. Then in a terminal window; cd /oracle/install/rcu/bin ./rcu This will launch the Repository Creation Tool and you will be presented with the image to the right. Hit next and continue onto the next dialog. You are asked if you are going to be creating a new schema or wish to drop an existing one, you obviously just need to click next at this point to create a new schema. The RCU next needs to know where your database is so you'll need the following details of your database instance. Below, for reference, is the information for my installation. Hostname: irm.oracle.demo Port: 1521 (This is the default TCP port for the Oracle Database) Service Name: irm.oracle.demo. Note this is not the SID, but the service name. Username: sys Password: ******** Role: SYSDBA And then select next. Because the RCU contains schemas for many of the Oracle Technologies, you now need to select to just deploy the Oracle IRM schema. Open the section under "Enterprise Content Management" and tick the "Oracle Information Rights Management" component. Note that you also get the chance to select a prefix which defaults to "DEV" (for development). I usually change this to something that reflects my own install. PROD for a production system, INT for internal only etc. The next step asks for the passwords for the schema users. We are only creating one schema here so you just enter one password. Some brave souls store this password in an Excel spreadsheet which is then secure against the IRM server you're about to install in this guide. Nearing the end of the schema creation is the mapping of the tablespaces to the schema. Note I had setup a table space already that was encrypted using TDE and at this point I was able to select that tablespace by clicking in the "Default Tablespace" column. The next dialog confirms your actions and clicking on next causes it to create the schema and default data. After this you are presented with the completion summary. WebLogic Server installation The database is now ready and the next step is to install the application server. Oracle IRM 11g is a JEE application and currently only supported in Oracle WebLogic Server. So the next step is get WebLogic Server installed, which is pretty easy. Depending on the version you download, you either run the binary or for a 64 bit platform (like mine) run the following command. java -d64 -jar wls1033_generic.jar And in the resulting dialog hit next to start walking through the install. Next choose a directory into which you will install WebLogic Server. I like to change from the default and install into /oracle/. Then all my software goes into this one folder, all owned by the "oracle" user. The next dialog asks for your Oracle support information to ensure you are kept up to date. If you have an Oracle support account, enter your details but for most evaluation systems I leave these fields blank. Again, for evaluation or development systems, I usually stick with the "Typical" install type which you are next asked for. Next you are asked for the JDK which will be used for the server. When installing from the generic jar on a 64bit platform like in this guide, no JDK is bundled with the installer. But as you can see in the image on the right, that it does a good job of detecting the one you've got installed. Defaults for the install directories are usually taken, no changes here, just click next. And finally we are ready to install, hit next, sit back and relax. Typically this takes about 10 minutes. After the install, do not run the quick start, we need to deploy the IRM install itself from which we will create a new WebLogic domain. For now just hit done and lets move to the final step of the installation process. Installing Oracle IRM The last piece of the puzzle to getting your environment ready is to deploy the IRM files themselves. Unzip the Oracle Enterprise Content Management 11g zip file and it will create a Disk1 directory. Switch to this folder and in the console run ./runInstaller. This will launch the installer which will also ask for the location of the JDK. Look at the image on the right for the detail. You should now see the first stage of the IRM installation. The dialog warns you need to have a WebLogic server installed and have created the schema's, but you've just done all that above (I hope) so we are ready to go. The installer now checks that you have all the required libraries installed and other system parameters are correct. Because nearly all of my development and evaluation installations have the database server on the same system, the installer passes these checks without issue... Next... Now chose where to install the IRM files, you must install into the same Middleware Home as the WebLogic Server installation you just performed. Usually the installer already defaults to this location anyway. I also tend to change the Oracle Home Directory to Oracle_IRM so it's clear this is just an IRM install. The summary page tells you about space needed to deploy the files. Unfortunately the IRM install comes with all of the other Oracle ECM software, you can't just select the IRM files, everything gets deployed to disk and uses 1.6GB of space! Not fun, but Oracle has to package up similar technologies otherwise we would have a very large number of installers to QA and manage, again, not fun. Hit Install, time for another drink, maybe a piece of cake or a donut... on a half decent system this part of the install took under 10 minutes. Finally the installation of your IRM server is complete, click on finish and the next phase is to create the WebLogic domain and start configuring your server. Now move onto the next article in this guide... configuring your IRM server ready to seal your first document.

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• Quick guide to Oracle IRM 11g: Configuring SSL

  - by Simon Thorpe

  Quick guide to Oracle IRM 11g index So far in this guide we have an IRM Server up and running, however I skipped over SSL configuration in the previous article because I wanted to focus in more detail now. You can, if you wish, not bother with setting up SSL, but considering this is a security technology it is worthwhile doing. Contents Setting up a one way, self signed SSL certificate in WebLogic Setting up an official SSL certificate in Apache 2.x Configuring Apache to proxy traffic to the IRM server There are two common scenarios in which an Oracle IRM server is configured. For a development or evaluation system, people usually communicate directly to the WebLogic Server running the IRM service. However in a production environment and for some proof of concept evaluations that require a setup reflecting a production system, the traffic to the IRM server travels via a web server proxy, commonly Apache. In this guide we are building an Oracle Enterprise Linux based IRM service and this article will go over the configuration of SSL in WebLogic and also in Apache. Like in the past articles, we are going to use two host names in the configuration below,irm.company.com will refer to the public Apache server irm.company.internal will refer to the internal WebLogic IRM server Setting up a one way, self signed SSL certificate in WebLogic First lets look at creating just a simple self signed SSL certificate to be used in WebLogic. This is a quick and easy way to get SSL working in your environment, however the downside is that no browsers are going to trust this certificate you create and you'll need to manually install the certificate onto any machine's communicating with the server. This is fine for development or when you have only a few users evaluating the system, but for any significant use it's usually better to have a fully trusted certificate in use and I explain that in the next section. But for now lets go through creating, installing and testing a self signed certificate. We use a library in Java to create the certificates, open a console and running the following commands. Note you should choose your own secure passwords whenever you see password below. [oracle@irm /] source /oracle/middleware/wlserver_10.3/server/bin/setWLSEnv.sh [oracle@irm /] cd /oracle/middleware/user_projects/domains/irm_domain/config/fmwconfig/ [oracle@irm /] java utils.CertGen -selfsigned -certfile MyOwnSelfCA.cer -keyfile MyOwnSelfKey.key -keyfilepass password -cn "irm.oracle.demo" [oracle@irm /] java utils.ImportPrivateKey -keystore MyOwnIdentityStore.jks -storepass password -keypass password -alias trustself -certfile MyOwnSelfCA.cer.pem -keyfile MyOwnSelfKey.key.pem -keyfilepass password [oracle@irm /] keytool -import -trustcacerts -alias trustself -keystore TrustMyOwnSelf.jks -file MyOwnSelfCA.cer.der -keyalg RSA We now have two Java Key Stores, MyOwnIdentityStore.jks and TrustMyOwnSelf.jks. These contain keys and certificates which we will use in WebLogic Server. Now we need to tell the IRM server to use these stores when setting up SSL connections for incoming requests. Make sure the Admin server is running and login into the WebLogic Console at http://irm.company.intranet:7001/console and do the following; In the menu on the left, select the + next to Environment to expose the submenu, then click on Servers. You will see two servers in the list, AdminServer(admin) and IRM_server1. If the IRM server is running, shut it down either by hitting CONTROL + C in the console window it was started from, or you can switch to the CONTROL tab, select IRM_server1 and then select the Shutdown menu and then Force Shutdown Now. In the Configuration tab select IRM_server1 and switch to the Keystores tab. By default WebLogic Server uses it's own demo identity and trust. We are now going to switch to the self signed one's we've just created. So select the Change button and switch to Custom Identity and Custom Trust and hit save. Now we have to complete the resulting fields, the setting's i've used in my evaluation server are below. IdentityCustom Identity Keystore: /oracle/middleware/user_projects/domains/irm_domain/config/fmwconfig/MyOwnIdentityStore.jks Custom Identity Keystore Type: JKS Custom Identity Keystore Passphrase: password Confirm Custom Identity Keystore Passphrase: password TrustCustom Trust Keystore: /oracle/middleware/user_projects/domains/irm_domain/config/fmwconfig/TrustMyOwnSelf.jks Custom Trust Keystore Type: JKS Custom Trust Keystore Passphrase: password Confirm Custom Trust Keystore Passphrase: password Now click on the SSL tab for the IRM_server1 and enter in the alias and passphrase, in my demo here the details are; IdentityPrivate Key Alias: trustself Private Key Passphrase: password Confirm Private Key Passphrase: password And hit save. Now lets test a connection to the IRM server over HTTPS using SSL. Go back to a console window and start the IRM server, a quick reminder on how to do this is... [oracle@irm /] cd /oracle/middleware/user_projects/domains/irm_domain/bin [oracle@irm /] ./startManagedWeblogic IRM_server1 Once running, open a browser and head to the SSL port of the server. By default the IRM server will be listening on the URL https://irm.company.intranet:16101/irm_rights. Note in the example image on the right the port is 7002 because it's a system that has the IRM services installed on the Admin server, this isn't typical (or advisable). Your system is going to have a separate managed server which will be listening on port 16101. Once you open this address you will notice that your browser is going to complain that the server certificate is untrusted. The images on the right show how Firefox displays this error. You are going to be prompted every time you create a new SSL session with the server, both from the browser and more annoyingly from the IRM Desktop. If you plan on always using a self signed certificate, it is worth adding it to the Windows certificate store so that when you are accessing sealed content you do not keep being informed this certificate is not trusted. Follow these instructions (which are for Internet Explorer 8, they may vary for your version of IE.) Start Internet Explorer and open the URL to your IRM server over SSL, e.g. https://irm.company.intranet:16101/irm_rights. IE will complain that about the certificate, click on Continue to this website (not recommended). From the IE Tools menu select Internet Options and from the resulting dialog select Security and then click on Trusted Sites and then the Sites button. Add to the list of trusted sites a URL which mates the server you are accessing, e.g. https://irm.company.intranet/ and select OK. Now refresh the page you were accessing and next to the URL you should see a red cross and the words Certificate Error. Click on this button and select View Certificates. You will now see a dialog with the details of the self signed certificate and the Install Certificate... button should be enabled. Click on this to start the wizard. Click next and you'll be asked where you should install the certificate. Change the option to Place all certificates in the following store. Select browse and choose the Trusted Root Certification Authorities location and hit OK. You'll then be prompted to install the certificate and answer yes. You also need to import the root signed certificate into the same location, so once again select the red Certificate Error option and this time when viewing the certificate, switch to the Certification Path tab and you should see a CertGenCAB certificate. Select this and then click on View Certificate and go through the same process as above to import the certificate into the store. Finally close all instances of the IE browser and re-access the IRM server URL again, this time you should not receive any errors. Setting up an official SSL certificate in Apache 2.x At this point we now have an IRM server that you can communicate with over SSL. However this certificate isn't trusted by any browser because it's path of trust doesn't end in a recognized certificate authority (CA). Also you are communicating directly to the WebLogic Server over a non standard SSL port, 16101. In a production environment it is common to have another device handle the initial public internet traffic and then proxy this to the WebLogic server. The diagram below shows a very simplified view of this type of deployment. What i'm going to walk through next is configuring Apache to proxy traffic to a WebLogic server and also to use a real SSL certificate from an official CA. First step is to configure Apache to handle incoming requests over SSL. In this guide I am configuring the IRM service in Oracle Enterprise Linux 5 update 3 and Apache 2.2.3 which came with OpenSSL and mod_ssl components. Before I purchase an SSL certificate, I need to generate a certificate request from the server. Oracle.com uses Verisign and for my own personal needs I use cheaper certificates from GoDaddy. The following instructions are specific to Apache, but there are many references out there for other web servers. For Apache I have OpenSSL and the commands are; [oracle@irm /] cd /usr/bin [oracle@irm bin] openssl genrsa -des3 -out irm-apache-server.key 2048 Generating RSA private key, 2048 bit long modulus ............................+++ .........+++ e is 65537 (0x10001) Enter pass phrase for irm-apache-server.key: Verifying - Enter pass phrase for irm-apache-server.key: [oracle@irm bin] openssl req -new -key irm-apache-server.key -out irm-apache-server.csr Enter pass phrase for irm-apache-server.key: You are about to be asked to enter information that will be incorporated into your certificate request. What you are about to enter is what is called a Distinguished Name or a DN. There are quite a few fields but you can leave some blank For some fields there will be a default value, If you enter '.', the field will be left blank. ----- Country Name (2 letter code) [GB]:US State or Province Name (full name) [Berkshire]:CA Locality Name (eg, city) [Newbury]:San Francisco Organization Name (eg, company) [My Company Ltd]:Oracle Organizational Unit Name (eg, section) []:Security Common Name (eg, your name or your server's hostname) []:irm.company.com Email Address []:[email protected] Please enter the following 'extra' attributes to be sent with your certificate request A challenge password []:testing An optional company name []: You must make sure to remember the pass phrase you used in the initial key generation, you will need this when later configuring Apache. In the /usr/bin directory there are now two new files. The irm-apache-server.csr contains our certificate request and is what you cut and paste, or upload, to your certificate authority when you purchase and validate your SSL certificate. In response you will typically get two files. Your server certificate and another certificate file that will likely contain a set of certificates from your CA which validate your certificate's trust. Next we need to configure Apache to use these files. Typically there is an ssl.conf file which is where all the SSL configuration is done. On my Oracle Enterprise Linux server this file is located in /etc/httpd/conf.d/ssl.conf and i've added the following lines. <VirtualHost irm.company.com> # Setup SSL for irm.company.com ServerName irm.company.com SSLEngine On SSLCertificateFile /oracle/secure/irm.company.com.crt SSLCertificateKeyFile /oracle/secure/irm.company.com.key SSLCertificateChainFile /oracle/secure/gd_bundle.crt </VirtualHost> Restarting Apache (apachectl restart) and I can now attempt to connect to the Apache server in a web browser, https://irm.company.com/. If all is configured correctly I should now see an Apache test page delivered to me over HTTPS. Configuring Apache to proxy traffic to the IRM server Final piece in setting up SSL is to have Apache proxy requests for the IRM server but do so securely. So the requests to Apache will be over HTTPS using a legitimate certificate, but we can also configure Apache to proxy these requests internally across to the IRM server using SSL with the self signed certificate we generated at the start of this article. To do this proxying we use the WebLogic Web Server plugin for Apache which you can download here from Oracle. Download the zip file and extract onto the server. The file extraction reveals a set of zip files, each one specific to a supported web server. In my instance I am using Apache 2.2 32bit on an Oracle Enterprise Linux, 64 bit server. If you are not sure what version your Apache server is, run the command /usr/sbin/httpd -V and you'll see version and it its 32 or 64 bit. Mine is a 32bit server so I need to extract the file WLSPlugin1.1-Apache2.2-linux32-x86.zip. The from the resulting lib folder copy the file mod_wl.so into /usr/lib/httpd/modules/. First we want to test that the plug in will work for regular HTTP traffic. Edit the httpd.conf for Apache and add the following section at the bottom. LoadModule weblogic_module modules/mod_wl.so <IfModule mod_weblogic.c>    WebLogicHost irm.company.internal    WebLogicPort 16100    WLLogFile /tmp/wl-proxy.log </IfModule> <Location /irm_rights>    SetHandler weblogic-handler </Location> <Location /irm_desktop>    SetHandler weblogic-handler </Location> <Location /irm_sealing>    SetHandler weblogic-handler </Location> <Location /irm_services>    SetHandler weblogic-handler </Location> Now restart Apache again (apachectl restart) and now open a browser to http://irm.company.com/irm_rights. Apache will proxy the HTTP traffic from the port 80 of your Apache server to the IRM service listening on port 16100 of the WebLogic Managed server. Note above I have included all four of the Locations you might wish to proxy. http://irm.company.internalirm_rights is the URL to the management website, /irm_desktop is the URL used for the IRM Desktop to communicate. irm_sealing is for web services based document sealing and irm_services is for IRM server web services. The last two are typically only used when you have the IRM server integrated with another application and it is unlikely you'd be accessing these resources from the public facing Apache server. However, just in case, i've mentioned them above. Now let's enable SSL communication from Apache to WebLogic. In the ZIP file we extracted were some more modules we need to copy into the Apache folder. Looking back in the lib that we extracted, there are some more files. Copy the following into the /usr/lib/httpd/modules/ folder. libwlssl.so libnnz11.so libclntsh.so.11.1 Now the documentation states that should only need to do this, but I found that I also needed to create an environment variable called LD_LIBRARY_PATH and point this to the folder /usr/lib/httpd/modules/. If I didn't do this, starting Apache with the WebLogic module configured to SSL would throw the error. [crit] (20014)Internal error: WL SSL Init failed for server: (null) on 0 So I had to edit the file /etc/profile and add the following lines at the bottom. You may already have the LD_LIBRARY_PATH variable defined, therefore simply add this path to it. LD_LIBRARY_PATH=/usr/lib/httpd/modules/ export LD_LIBRARY_PATH Now the WebLogic plug in uses an Oracle Wallet to store the required certificates.You'll need to copy the self signed certificate from the IRM server over to the Apache server. Copy over the MyOwnSelfCA.cer.der into the same folder where you are storing your public certificates, in my example this is /oracle/secure. It's worth mentioning these files should ONLY be readable by root (the user Apache runs as). Now lets create an Oracle Wallet and import the self signed certificate from the IRM server. The file orapki was included in the bin folder of the Apache 1.1 plugin zip you extracted. orapki wallet create -wallet /oracle/secure/my-wallet -auto_login_only orapki wallet add -wallet /oracle/secure/my-wallet -trusted_cert -cert MyOwnSelfCA.cer.der -auto_login_only Finally change the httpd.conf to reflect that we want the WebLogic Apache plug-in to use HTTPS/SSL and not just plain HTTP. <IfModule mod_weblogic.c>    WebLogicHost irm.company.internal    WebLogicPort 16101    SecureProxy ON    WLSSLWallet /oracle/secure/my-wallet    WLLogFile /tmp/wl-proxy.log </IfModule> Then restart Apache once more and you can go back to the browser to test the communication. Opening the URL https://irm.company.com/irm_rights will proxy your request to the WebLogic server at https://irm.company.internal:16101/irm_rights. At this point you have a fully functional Oracle IRM service, the next step is to create a sealed document and test the entire system.

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• Quick guide to Oracle IRM 11g: Classification design

  - by Simon Thorpe

  Quick guide to Oracle IRM 11g indexThis is the final article in the quick guide to Oracle IRM. If you've followed everything prior you will now have a fully functional and tested Information Rights Management service. It doesn't matter if you've been following the 10g or 11g guide as this next article is common to both. ContentsWhy this is the most important part... Understanding the classification and standard rights model Identifying business use cases Creating an effective IRM classification modelOne single classification across the entire businessA context for each and every possible granular use caseWhat makes a good context? Deciding on the use of roles in the context Reviewing the features and security for context roles Summary Why this is the most important part...Now the real work begins, installing and getting an IRM system running is as simple as following instructions. However to actually have an IRM technology easily protecting your most sensitive information without interfering with your users existing daily work flows and be able to scale IRM across the entire business, requires thought into how confidential documents are created, used and distributed. This article is going to give you the information you need to ask the business the right questions so that you can deploy your IRM service successfully. The IRM team here at Oracle have over 10 years of experience in helping customers and it is important you understand the following to be successful in securing access to your most confidential information. Whatever you are trying to secure, be it mergers and acquisitions information, engineering intellectual property, health care documentation or financial reports. No matter what type of user is going to access the information, be they employees, contractors or customers, there are common goals you are always trying to achieve.Securing the content at the earliest point possible and do it automatically. Removing the dependency on the user to decide to secure the content reduces the risk of mistakes significantly and therefore results a more secure deployment. K.I.S.S. (Keep It Simple Stupid) Reduce complexity in the rights/classification model. Oracle IRM lets you make changes to access to documents even after they are secured which allows you to start with a simple model and then introduce complexity once you've understood how the technology is going to be used in the business. After an initial learning period you can review your implementation and start to make informed decisions based on user feedback and administration experience. Clearly communicate to the user, when appropriate, any changes to their existing work practice. You must make every effort to make the transition to sealed content as simple as possible. For external users you must help them understand why you are securing the documents and inform them the value of the technology to both your business and them. Before getting into the detail, I must pay homage to Martin White, Vice President of client services in SealedMedia, the company Oracle acquired and who created Oracle IRM. In the SealedMedia years Martin was involved with every single customer and was key to the design of certain aspects of the IRM technology, specifically the context model we will be discussing here. Listening carefully to customers and understanding the flexibility of the IRM technology, Martin taught me all the skills of helping customers build scalable, effective and simple to use IRM deployments. No matter how well the engineering department designed the software, badly designed and poorly executed projects can result in difficult to use and manage, and ultimately insecure solutions. The advice and information that follows was born with Martin and he's still delivering IRM consulting with customers and can be found at www.thinkers.co.uk. It is from Martin and others that Oracle not only has the most advanced, scalable and usable document security solution on the market, but Oracle and their partners have the most experience in delivering successful document security solutions. Understanding the classification and standard rights model The goal of any successful IRM deployment is to balance the increase in security the technology brings without over complicating the way people use secured content and avoid a significant increase in administration and maintenance. With Oracle it is possible to automate the protection of content, deploy the desktop software transparently and use authentication methods such that users can open newly secured content initially unaware the document is any different to an insecure one. That is until of course they attempt to do something for which they don't have any rights, such as copy and paste to an insecure application or try and print. Central to achieving this objective is creating a classification model that is simple to understand and use but also provides the right level of complexity to meet the business needs. In Oracle IRM the term used for each classification is a "context". A context defines the relationship between.A group of related documents The people that use the documents The roles that these people perform The rights that these people need to perform their role The context is the key to the success of Oracle IRM. It provides the separation of the role and rights of a user from the content itself. Documents are sealed to contexts but none of the rights, user or group information is stored within the content itself. Sealing only places information about the location of the IRM server that sealed it, the context applied to the document and a few other pieces of metadata that pertain only to the document. This important separation of rights from content means that millions of documents can be secured against a single classification and a user needs only one right assigned to be able to access all documents. If you have followed all the previous articles in this guide, you will be ready to start defining contexts to which your sensitive information will be protected. But before you even start with IRM, you need to understand how your own business uses and creates sensitive documents and emails. Identifying business use cases Oracle is able to support multiple classification systems, but usually there is one single initial need for the technology which drives a deployment. This need might be to protect sensitive mergers and acquisitions information, engineering intellectual property, financial documents. For this and every subsequent use case you must understand how users create and work with documents, to who they are distributed and how the recipients should interact with them. A successful IRM deployment should start with one well identified use case (we go through some examples towards the end of this article) and then after letting this use case play out in the business, you learn how your users work with content, how well your communication to the business worked and if the classification system you deployed delivered the right balance. It is at this point you can start rolling the technology out further. Creating an effective IRM classification model Once you have selected the initial use case you will address with IRM, you need to design a classification model that defines the access to secured documents within the use case. In Oracle IRM there is an inbuilt classification system called the "context" model. In Oracle IRM 11g it is possible to extend the server to support any rights classification model, but the majority of users who are not using an application integration (such as Oracle IRM within Oracle Beehive) are likely to be starting out with the built in context model. Before looking at creating a classification system with IRM, it is worth reviewing some recognized standards and methods for creating and implementing security policy. A very useful set of documents are the ISO 17799 guidelines and the SANS security policy templates. First task is to create a context against which documents are to be secured. A context consists of a group of related documents (all top secret engineering research), a list of roles (contributors and readers) which define how users can access documents and a list of users (research engineers) who have been given a role allowing them to interact with sealed content. Before even creating the first context it is wise to decide on a philosophy which will dictate the level of granularity, the question is, where do you start? At a department level? By project? By technology? First consider the two ends of the spectrum... One single classification across the entire business Imagine that instead of having separate contexts, one for engineering intellectual property, one for your financial data, one for human resources personally identifiable information, you create one context for all documents across the entire business. Whilst you may have immediate objections, there are some significant benefits in thinking about considering this. Document security classification decisions are simple. You only have one context to chose from! User provisioning is simple, just make sure everyone has a role in the only context in the business. Administration is very low, if you assign rights to groups from the business user repository you probably never have to touch IRM administration again. There are however some obvious downsides to this model.All users in have access to all IRM secured content. So potentially a sales person could access sensitive mergers and acquisition documents, if they can get their hands on a copy that is. You cannot delegate control of different documents to different parts of the business, this may not satisfy your regulatory requirements for the separation and delegation of duties. Changing a users role affects every single document ever secured. Even though it is very unlikely a business would ever use one single context to secure all their sensitive information, thinking about this scenario raises one very important point. Just having one single context and securing all confidential documents to it, whilst incurring some of the problems detailed above, has one huge value. Once secured, IRM protected content can ONLY be accessed by authorized users. Just think of all the sensitive documents in your business today, imagine if you could ensure that only everyone you trust could open them. Even if an employee lost a laptop or someone accidentally sent an email to the wrong recipient, only the right people could open that file. A context for each and every possible granular use case Now let's think about the total opposite of a single context design. What if you created a context for each and every single defined business need and created multiple contexts within this for each level of granularity? Let's take a use case where we need to protect engineering intellectual property. Imagine we have 6 different engineering groups, and in each we have a research department, a design department and manufacturing. The company information security policy defines 3 levels of information sensitivity... restricted, confidential and top secret. Then let's say that each group and department needs to define access to information from both internal and external users. Finally add into the mix that they want to review the rights model for each context every financial quarter. This would result in a huge amount of contexts. For example, lets just look at the resulting contexts for one engineering group. Q1FY2010 Restricted Internal - Engineering Group 1 - Research Q1FY2010 Restricted Internal - Engineering Group 1 - Design Q1FY2010 Restricted Internal - Engineering Group 1 - Manufacturing Q1FY2010 Restricted External- Engineering Group 1 - Research Q1FY2010 Restricted External - Engineering Group 1 - Design Q1FY2010 Restricted External - Engineering Group 1 - Manufacturing Q1FY2010 Confidential Internal - Engineering Group 1 - Research Q1FY2010 Confidential Internal - Engineering Group 1 - Design Q1FY2010 Confidential Internal - Engineering Group 1 - Manufacturing Q1FY2010 Confidential External - Engineering Group 1 - Research Q1FY2010 Confidential External - Engineering Group 1 - Design Q1FY2010 Confidential External - Engineering Group 1 - Manufacturing Q1FY2010 Top Secret Internal - Engineering Group 1 - Research Q1FY2010 Top Secret Internal - Engineering Group 1 - Design Q1FY2010 Top Secret Internal - Engineering Group 1 - Manufacturing Q1FY2010 Top Secret External - Engineering Group 1 - Research Q1FY2010 Top Secret External - Engineering Group 1 - Design Q1FY2010 Top Secret External - Engineering Group 1 - Manufacturing Now multiply the above by 6 for each engineering group, 18 contexts. You are then creating/reviewing another 18 every 3 months. After a year you've got 72 contexts. What would be the advantages of such a complex classification model? You can satisfy very granular rights requirements, for example only an authorized engineering group 1 researcher can create a top secret report for access internally, and his role will be reviewed on a very frequent basis. Your business may have very complex rights requirements and mapping this directly to IRM may be an obvious exercise. The disadvantages of such a classification model are significant...Huge administrative overhead. Someone in the business must manage, review and administrate each of these contexts. If the engineering group had a single administrator, they would have 72 classifications to reside over each year. From an end users perspective life will be very confusing. Imagine if a user has rights in just 6 of these contexts. They may be able to print content from one but not another, be able to edit content in 2 contexts but not the other 4. Such confusion at the end user level causes frustration and resistance to the use of the technology. Increased synchronization complexity. Imagine a user who after 3 years in the company ends up with over 300 rights in many different contexts across the business. This would result in long synchronization times as the client software updates all your offline rights. Hard to understand who can do what with what. Imagine being the VP of engineering and as part of an internal security audit you are asked the question, "What rights to researchers have to our top secret information?". In this complex model the answer is not simple, it would depend on many roles in many contexts. Of course this example is extreme, but it highlights that trying to build many barriers in your business can result in a nightmare of administration and confusion amongst users. In the real world what we need is a balance of the two. We need to seek an optimum number of contexts. Too many contexts are unmanageable and too few contexts does not give fine enough granularity. What makes a good context? Good context design derives mainly from how well you understand your business requirements to secure access to confidential information. Some customers I have worked with can tell me exactly the documents they wish to secure and know exactly who should be opening them. However there are some customers who know only of the government regulation that requires them to control access to certain types of information, they don't actually know where the documents are, how they are created or understand exactly who should have access. Therefore you need to know how to ask the business the right questions that lead to information which help you define a context. First ask these questions about a set of documentsWhat is the topic? Who are legitimate contributors on this topic? Who are the authorized readership? If the answer to any one of these is significantly different, then it probably merits a separate context. Remember that sealed documents are inherently secure and as such they cannot leak to your competitors, therefore it is better sealed to a broad context than not sealed at all. Simplicity is key here. Always revert to the first extreme example of a single classification, then work towards essential complexity. If there is any doubt, always prefer fewer contexts. Remember, Oracle IRM allows you to change your mind later on. You can implement a design now and continue to change and refine as you learn how the technology is used. It is easy to go from a simple model to a more complex one, it is much harder to take a complex model that is already embedded in the work practice of users and try to simplify it. It is also wise to take a single use case and address this first with the business. Don't try and tackle many different problems from the outset. Do one, learn from the process, refine it and then take what you have learned into the next use case, refine and continue. Once you have a good grasp of the technology and understand how your business will use it, you can then start rolling out the technology wider across the business. Deciding on the use of roles in the context Once you have decided on that first initial use case and a context to create let's look at the details you need to decide upon. For each context, identify; Administrative rolesBusiness owner, the person who makes decisions about who may or may not see content in this context. This is often the person who wanted to use IRM and drove the business purchase. They are the usually the person with the most at risk when sensitive information is lost. Point of contact, the person who will handle requests for access to content. Sometimes the same as the business owner, sometimes a trusted secretary or administrator. Context administrator, the person who will enact the decisions of the Business Owner. Sometimes the point of contact, sometimes a trusted IT person. Document related rolesContributors, the people who create and edit documents in this context. Reviewers, the people who are involved in reviewing documents but are not trusted to secure information to this classification. This role is not always necessary. (See later discussion on Published-work and Work-in-Progress) Readers, the people who read documents from this context. Some people may have several of the roles above, which is fine. What you are trying to do is understand and define how the business interacts with your sensitive information. These roles obviously map directly to roles available in Oracle IRM. Reviewing the features and security for context roles At this point we have decided on a classification of information, understand what roles people in the business will play when administrating this classification and how they will interact with content. The final piece of the puzzle in getting the information for our first context is to look at the permissions people will have to sealed documents. First think why are you protecting the documents in the first place? It is to prevent the loss of leaking of information to the wrong people. To control the information, making sure that people only access the latest versions of documents. You are not using Oracle IRM to prevent unauthorized people from doing legitimate work. This is an important point, with IRM you can erect many barriers to prevent access to content yet too many restrictions and authorized users will often find ways to circumvent using the technology and end up distributing unprotected originals. Because IRM is a security technology, it is easy to get carried away restricting different groups. However I would highly recommend starting with a simple solution with few restrictions. Ensure that everyone who reasonably needs to read documents can do so from the outset. Remember that with Oracle IRM you can change rights to content whenever you wish and tighten security. Always return to the fact that the greatest value IRM brings is that ONLY authorized users can access secured content, remember that simple "one context for the entire business" model. At the start of the deployment you really need to aim for user acceptance and therefore a simple model is more likely to succeed. As time passes and users understand how IRM works you can start to introduce more restrictions and complexity. Another key aspect to focus on is handling exceptions. If you decide on a context model where engineering can only access engineering information, and sales can only access sales data. Act quickly when a sales manager needs legitimate access to a set of engineering documents. Having a quick and effective process for permitting other people with legitimate needs to obtain appropriate access will be rewarded with acceptance from the user community. These use cases can often be satisfied by integrating IRM with a good Identity & Access Management technology which simplifies the process of assigning users the correct business roles. The big print issue... Printing is often an issue of contention, users love to print but the business wants to ensure sensitive information remains in the controlled digital world. There are many cases of physical document loss causing a business pain, it is often overlooked that IRM can help with this issue by limiting the ability to generate physical copies of digital content. However it can be hard to maintain a balance between security and usability when it comes to printing. Consider the following points when deciding about whether to give print rights. Oracle IRM sealed documents can contain watermarks that expose information about the user, time and location of access and the classification of the document. This information would reside in the printed copy making it easier to trace who printed it. Printed documents are slower to distribute in comparison to their digital counterparts, so time sensitive information in printed format may present a lower risk. Print activity is audited, therefore you can monitor and react to users abusing print rights. Summary In summary it is important to think carefully about the way you create your context model. As you ask the business these questions you may get a variety of different requirements. There may be special projects that require a context just for sensitive information created during the lifetime of the project. There may be a department that requires all information in the group is secured and you might have a few senior executives who wish to use IRM to exchange a small number of highly sensitive documents with a very small number of people. Oracle IRM, with its very flexible context classification system, can support all of these use cases. The trick is to introducing the complexity to deliver them at the right level. In another article i'm working on I will go through some examples of how Oracle IRM might map to existing business use cases. But for now, this article covers all the important questions you need to get your IRM service deployed and successfully protecting your most sensitive information.

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• A standard style guide or best-practice guide for web application development

  - by gutch

  I run a very small team of developers on a web application, just three people (and not even full time). We're all capable developers, but we write our code in very different ways: we name similar things in different ways, we use different HTML and CSS to achieve similar outcomes. We can manage this OK because we're small, but can't help feeling it would be better to get some standards in place. Are there any good style guides or best-practice guides for web application development that we can use to keep our code under control? Sure, we could write them ourselves. But the reality is that with lots to do and very few staff, we're not going to bother. We need something off the shelf that we can tinker with rather than start from scratch. What we're not looking for here is basic code formatting rules like "whether to use tabs or spaces" or "where to put line breaks" — we can control this by standardising our IDEs. What we are looking for are rules for code and markup. For example: What HTML markup should be used for headers, tables, sidebars, buttons, etc. When to add new CSS styles, and what to name them When IDs should be allocated to HTML elements, and what to name them How Javascript functions should be declared and called How to pick an appropriate URL for given page or AJAX call When to use each HTTP method, ie POST vs GET vs PUT etc How to name server-side methods (Java, in our case) How to throw and handle errors and exceptions in a consistent way etc, etc.

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• Social media guide for web startups

  - by user359650

  I'm looking for a social media guide that would talk me through all the different steps involved with setting up social media for a new website (e.g. how to create accounts on the main social media like Facebook and Twitter, how to get new fans/followers, highlight the things one should avoid doing...) The guide should primarily cover the startup phase of a website, and ideally be in PDF or other printer-friendly formats. Google returned a lot of results for social media guide startup, none of which really stood out, hence the question on Pro webmasters.

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• Looking for a good UDK (Unreal Development Kit) guide/book

  - by Tom

  Hi! I want to learn how to use UDK because I always wanted to make games, etc. Is there anybody who knows a good book or online guide to learn the basics? Thanks a lot!

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• Does Folder Guide support Windows 7?

  - by jruday

  Does anyone know if the free file management utility Folder Guide supports Windows 7. I tried it without success, but I am very new to Win 7. Thanks.

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• Beginners Guide to Visual Studio LightSwitch makes it easy to take a closer look

  - by Jim Duffy

  Following up on my most recent post about LightSwitch I thought I’d keep you in the loop on a valuable LightSwitch resource. The Beginners Guide to Visual Studio LightSwitch provides a jump start to get you and the department-level-typical-Access-application-developing-power-user rolling with LightSwitch in no time. The guide is broken down into 4 easy to follow parts. Beginners Guide to Visual Studio LightSwitch (Part – 1) – Working with New Data Entry Screen Beginners Guide to Visual Studio LightSwitch (Part – 2) – Working with Search Screen Beginners Guide to Visual Studio LightSwitch (Part – 3) – Working with Editable DataGrid Screen Beginners Guide to Visual Studio LightSwitch (Part – 4) – Working with List and Details Screen I mentioned it in my prior post but don’t forget to check out Beth Massi’s blog for additional information on Visual Studio LightSwitch. Have a day.

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• User Experience Tablet Guide Released on UX Direct Site

  - by Madhuri Kolhatkar

  Tablet Guide available on UX Direct NOW Responding to a popular demand from our customers, Oracle Application's user experience team is happy to externalize its new design guide for creating tablet based solutions for Enterprise applications on the UX Direct website. Download and use this guide to create great and successful customer experience for your users. UX Tablet Guide for Oracle Applications This guide provides basic help for designers, developers, and project managers trying to approach tablet design and testing from an enterprise point of view. If you are embarking on a tablet application design project, start here first. In the spirit of tablet design, it is delivered in the form of an iPad interactive iBook .Use this guide and tell us what you think. We would love to see examples of your creations. Watch this space for more updates and new and innovative design tools.

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• The Beginner’s Guide to Managing Users and Groups in Linux

  - by Zainul Franciscus

  Ubuntu Linux uses groups to help you manage users, set permissions on those users, and even monitor how much time they are spending in front of the PC. Here’s a beginner’s guide to how it all works Latest Features How-To Geek ETC The How-To Geek Holiday Gift Guide (Geeky Stuff We Like) LCD? LED? Plasma? The How-To Geek Guide to HDTV Technology The How-To Geek Guide to Learning Photoshop, Part 8: Filters Improve Digital Photography by Calibrating Your Monitor Our Favorite Tech: What We’re Thankful For at How-To Geek The How-To Geek Guide to Learning Photoshop, Part 7: Design and Typography Happy Snow Bears Theme for Chrome and Iron [Holiday] Download Full Command and Conquer: Tiberian Sun Game for Free Scorched Cometary Planet Wallpaper Quick Fix: Add the RSS Button Back to the Firefox Awesome Bar Dropbox Desktop Client 1.0.0 RC for Windows, Linux, and Mac Released Hang in There Scrat! – Ice Age Wallpaper

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• Upcoming Customer WebCast: SOA 11g Database: Guide for Administrators

  - by MariaSalzberger

  The SOA infrastructure database is used by SOA Suite products like BPEL PM, BAM, BPM, Human Worklow, B2B and Mediator. A SOA administrator is involved in many different tasks like installation, upgrade, performance tuning and other administrative topics. Another important one is purging - see the posting for this: SOA Suite 11g Purging Guide. We have implemented a guide to help with thess tasks: SOA 11g Infrastructure Database: Installation, Maintenance and Administration Guide. An upcoming advisor webcast planned for Wednesday, April 11 2012 at 15:00 UK / 16:00 CET / 07:00 am Pacific / 8:00 am Mountain / 10:00 am Eastern will walk you through the guide and show some of the highligts. Registration for this webcast is available in SOA 11g Database: Guide for Administrators [ID 1422913.1]. The presentation recording can by found here after the webcast. (https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=ANNOUNCEMENT&id=740964.1) The schedule for future webcasts can be found here (https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=ANNOUNCEMENT&id=740966.1)

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• SQLAuthority News – Download Whitepaper – SQL Server 2008 R2 Analysis Services Operations Guide

  - by pinaldave

  SQL Server Analysis Service (SSAS) has been always interesting subject for research. Analysis Services cubes are a very powerful tool in the hands of the business intelligence (BI) developer. They provide an easy way to expose even large data models directly to business users. Microsoft has published very informative white paper on Analysis Services Operations Guide. This white paper is authored by Thomas Kejser, John Sirmon, and Denny Lee. In this guide you will find information on how to test and run Microsoft SQL Server Analysis Services in SQL Server 2005, SQL Server 2008, and SQL Server 2008 R2 in a production environment. The focus of this guide is how you can test, monitor, diagnose, and remove production issues on even the largest scaled cubes. This paper also provides guidance on how to configure the server for best possible performance. It is the goal of this guide to make your operations processes as painless as possible, and to have you run with the best possible performance without any additional development effort to your deployed cubes. In this guide, you will learn how to get the best out of your existing data model by making changes transparent to the data model and by making configuration changes that improve the user experience of the cube. Download SQL Server 2008 R2 Analysis Services Operations Guide Note: Abstract taken white paper. Reference: Pinal Dave (http://blog.SQLAuthority.com) Filed under: PostADay, SQL, SQL Authority, SQL Download, SQL Query, SQL Server, SQL Tips and Tricks, SQL White Papers, SQLAuthority News, T SQL, Technology

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• Tip: Keeping the ADF Mobile PDF Guide up to date

  - by Chris Muir

  This is a little tip for customers using Oracle's ADF Mobile. If you're like me, it's possible you don't rely on the online HTML version of the Mobile Developer's Guide for ADF, but rather download a PDF version of the file to use locally (look to the "PDF" link to the top right of the guide).  For me the convenience of the PDF is it's faster, I can search the whole document easily, I can split read the document across two pages on my home monitor, if I lose my internet connection the document is still available, and it's easy to read on my iPad (especially on long haul flights to the US across the Pacific where there is no internet connection!). The trigger point for me to download the Oracle PDF documentation has always been on a new point release of JDeveloper.  However in the case of ADF Mobile, as an extension to JDeveloper it is releasing at a much faster and independent schedule to JDeveloper and this includes updates to the documentation. As such the 11.1.2.4.0 ADF Mobile PDF guide you have locally might be out of date and you should take the opportunity to download the latest version.  This is also particularly important for ADF Mobile as not only are many new features being added for each release and included in the new documentation, but the guide is under rapid improvement to clarify much of what has been written to date.  Our documentation teams are super responsive to suggestions on how to improve the guides and this often shows per point release. How do you tell you've the latest guide? Look to the document part number which right now is "E24475-03".  This is a unique ID per release for the document, the first part being the document number, and the part after the dash the revision number.  If the website document number has a higher revision number, time to download a new up to date PDF. One last thing to share, you can follow the ADF Mobile guide document manager Brian Duffield on Twitter to keep abreast of updates. Image courtesy of Stuart Miles / FreeDigitalPhotos.net

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• Google C++ style guide

  - by user231536

  I am curious as to what people think of the google C++ style guide. http://google-styleguide.googlecode.com/svn/trunk/cppguide.xml I see references to it scattered across stackoverflow and would like to collect your opinions as to what you think about it.

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• Looking for a good guide for learning C#

  - by Tom

  Hi! I'm a web developer/objective-c (mac) developer and I want to learn C# to code some .NET applications on Windows. Do you know any good books or online guide about this? Thanks a lot!

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• a good Java guide

  - by Lo'oris

  Do you know a good guide for Java, such as "dive into python" for python? If I searched google I expect I would find tons of random guides, but trying them all until I found a good one could take ages... that's why I am asking: do you already know one in particular? one you KNOW is good? I already know C, PHP and a bit of Python, if that matters.

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• A Guide to using MSChart for .NET

  A guide to using Microsofts MSChart

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• A Guide to using MSChart for .NET

  A guide to using Microsofts MSChart

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• SQL SERVER – Microsoft SQL Server 2014 CTP1 Product Guide

  - by Pinal Dave

  Today in User Group meeting there were lots of questions related to SQL Server 2014. There are plenty of people still using SQL Server 2005 but everybody is curious about what is coming in SQL Server 2014.  Microsoft has officially released SQL Server 2014 CTP1 Product Guide. You can easily download the product guide and explore various learning around SQL Server 2014 as well explore the new concepts introduced in this latest version. This SQL Server 2014 CTP1 Product Guide contains few interesting White Papers, a Datasheet and Presentation Deck. Here is the list of the white papers: Mission-Critical Performance and Scale with SQL Server and Windows Server Faster Insights from Any Data Platform for Hybrid Cloud SQL Server In-Memory OLTP Internals Overview for CTP1 SQL Server 2014 CTP1 Frequently Asked Questions for TechEd 2013 North America Here is the list of slide decks: SQL Server 2014 Level 100 Deck SQL Server 2014 Mission Critical Performance LEvel 300 Deck SQL Server 2014 Faster Insights from Any Data Level Level 300 Deck SQL Server 2014 Platform for Hybrid Cloud Level 100 Deck I have earlier downloaded the Product Guide and I have yet not completed reading everything SQL Server 2014 has to offer. If you want to read what are the features which I am going to use in SQL Server 2014, you can read over here. Download Microsoft SQL Server 2014 CTP1 Product Guide Reference: Pinal Dave (http://blog.sqlauthority.com) Filed under: PostADay, SQL, SQL Authority, SQL Documentation, SQL Download, SQL Query, SQL Server, SQL Tips and Tricks, T SQL, Technology

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• SQLAuthority News – SQL Server 2012 Upgrade Technical Guide – A Comprehensive Whitepaper – (454 pages – 9 MB)

  - by pinaldave

  Microsoft has just released SQL Server 2012 Upgrade Technical Guide. This guide is very comprehensive and covers the subject of upgrade in-depth. This is indeed a helpful detailed white paper. Even writing a summary of this white paper would take over 100 pages. This further proves that SQL Server 2012 is quite an important release from Microsoft. This white paper discusses how to upgrade from SQL Server 2008/R2 to SQL Server 2012. I love how it starts with the most interesting and basic discussion of upgrade strategies: 1) In-place upgrades, 2) Side by side upgrade, 3) One-server, and 4) Two-server. This whitepaper is not just pure theory but is also an excellent source for some tips and tricks. Here is an example of a good tip from the paper: “If you want to upgrade just one database from a legacy instance of SQL Server and not upgrade the other databases on the server, use the side-by-side upgrade method instead of the in-place method.” There are so many trivia, tips and tricks that make creating the list seems humanly impossible given a short period of time. My friend Vinod Kumar, an SQL Server expert, wrote a very interesting article on SQL Server 2012 Upgrade before. In that article, Vinod addressed the most interesting and practical questions related to upgrades. He started with the fundamentals of how to start backup before upgrade and ended with fail-safe strategies after the upgrade is over. He covered end-to-end concepts in his blog posts in simple words in extremely precise statements. A successful upgrade uses a cycle of: planning, document process, testing, refine process, testing, planning upgrade window, execution, verifying of upgrade and opening for business. If you are at Vinod’s blog post, I suggest you go all the way down and collect the gold mine of most important links. I have bookmarked the blog by blogging about it and I suggest that you bookmark it as well with the way you prefer. Vinod Kumar’s blog post on SQL Server 2012 Upgrade Technical Guide SQL Server 2012 Upgrade Technical Guide is a detailed resource that’s also available online for free. Each chapter was carefully crafted and explained in detail. Here is a quick list of the chapters included in the whitepaper. Before downloading the guide, beware of its size of 9 MB and 454 pages. Here’s the list of chapters: Chapter 1: Upgrade Planning and Deployment Chapter 2: Management Tools Chapter 3: Relational Databases Chapter 4: High Availability Chapter 5: Database Security Chapter 6: Full-Text Search Chapter 7: Service Broker Chapter 8: SQL Server Express Chapter 9: SQL Server Data Tools Chapter 10: Transact-SQL Queries Chapter 11: Spatial Data Chapter 12: XML and XQuery Chapter 13: CLR Chapter 14: SQL Server Management Objects Chapter 15: Business Intelligence Tools Chapter 16: Analysis Services Chapter 17: Integration Services Chapter 18: Reporting Services Chapter 19: Data Mining Chapter 20: Other Microsoft Applications and Platforms Appendix 1: Version and Edition Upgrade Paths Appendix 2: SQL Server 2012: Upgrade Planning Checklist Download SQL Server 2012 Upgrade Technical Guide [454 pages and 9 MB] Reference: Pinal Dave (http://blog.sqlauthority.com) Filed under: Database, DBA, PostADay, SQL, SQL Authority, SQL Documentation, SQL Download, SQL Query, SQL Server, SQL Tips and Tricks, SQL White Papers, SQLAuthority News, SQLServer, T SQL, Technology

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• Free 48 Page PDF Guide to Mastering Social Networking with Gwibber [Linux]

  - by Asian Angel

  Are you using Gwibber on your Linux system but not making full use of its’ potential? This free 48 page PDF guide will show you how to use and tweak Gwibber for the best performance when it comes to working with your social networks. Photo courtesy of Gwibber Blog. Examples of sections included in the guide are: Installing and getting started with Gwibber Becoming familiar with Gwibber’s UI Broadcasting and interacting on your social networks through Gwibber Filtering the flow of information Customizing the interface And more Here is an excerpt from the section on Filtering the Flow of Information. The step by step instructions combined with helpful, labeled screenshots make this a nice guide to have for anyone wanting to get the most out of Gwibber for their social networking needs. Note: Gwibber works with Twitter, identi.ca, StatusNet, Facebook, FriendFeed, Digg, Flickr, and Qaiku. Download the Master Social Networking with Gwibber PDF Guide [via OMG! Ubuntu!] *Note: In this instance this is a direct download of the PDF Guide itself. Visit the Gwibber Homepage HTG Explains: What Are Character Encodings and How Do They Differ?How To Make Disposable Sleeves for Your In-Ear MonitorsMacs Don’t Make You Creative! So Why Do Artists Really Love Apple?

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• Le guide de développement d'application de bureau avec Qt Quick, première partie traduite par Grégoire Lothe

  Le but de ce guide est de vous familiariser avec Qt Quick et QML en employant les meilleures pratiques de programmation. Notez qu'il est tout de même nécessaire de connaître les bases de QML. À travers ce guide, on verra quelques bonnes techniques à utiliser. On terminera par voir comment déployer son application sur les plateformes de bureau. N'hésitez pas à consulter le code source fourni avec ce guide pour mieux comprendre les exemples et plus généralement la programmation avec Qt Quick !

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• What to expect when creating a style guide?

  - by ted.strauss

  My organization would like to create a full fledged style guide that will be applicable to internal & external web sites, print advertising, trade show design, and overall branding. This article lays out the scope we're aiming for, and has links to many great examples style guide PDFs. The goal is to create a style guide comparable to one of these. I'd like to set realistic expectations within my organization for creating this document. So I have a few of questions pertaining to this: We don't have design staff. Should we be looking for a design firm or freelancer to come in for a 2-6 month contract, or do we need a longer commitment? If we do go with a firm or freelancer, would the pay-scale be comparable to typical design work, or is a style guide a higher order of work? How long should it take a pro to create a style guide? To make estimates more concrete, let's say web only, including all custom graphics. Any red flags to watch out for? (Compare: a new coder who fails to use css properly would be a red flag.)

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