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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: 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: 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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  • How to deploy Document Set using CAML in SharePoint2010 solution package

    - by ybbest
    In my last post, I showed you how to use Document Set using SharePoint UI in the browser. In this post, I’d like to show you how to create the same Document Set using CAML and SharePoint solution package. You can download the complete solution here. 1. Create the Application Number site column using the SharePoint empty element item template in VS2010 <?xml version="1.0" encoding="utf-8"?> <Elements xmlns="http://schemas.microsoft.com/sharepoint/"> <Field Type="Text" DisplayName="ApplicationNumber" Required="FALSE" EnforceUniqueValues="FALSE" Indexed="FALSE" MaxLength="255" Group="YBBEST" ID="{916bf3af-5ec1-4441-acd8-88ff62ab1b7e}" Name="ApplicationNumber" ></Field> </Elements> 2. Create the Loan Application Form and Loan Contract Form content types. <?xml version="1.0" encoding="utf-8"?> <Elements xmlns="http://schemas.microsoft.com/sharepoint/"> <!-- Parent ContentType: Document (0x0101) --> <ContentType ID="0x0101005dfbf820ce3c49f69c73a00e0e0e53f6" Name="Loan Contract Form" Group="YBBEST" Description="Loan Contract Form" Inherits="TRUE" Version="0"> <FieldRefs> <FieldRef ID="916bf3af-5ec1-4441-acd8-88ff62ab1b7e" Name="ApplicationNumber" DisplayName="ApplicationNumber" /> </FieldRefs> </ContentType> <!-- Parent ContentType: Document (0x0101) --> <ContentType ID="0x010100f3016e3d03454b93bc4d6ab63941c0d2" Name="Loan Application Form" Group="YBBEST" Description="Loan Application Form" Inherits="TRUE" Version="0"> <FieldRefs> <FieldRef ID="916bf3af-5ec1-4441-acd8-88ff62ab1b7e" Name="ApplicationNumber" DisplayName="ApplicationNumber" /> </FieldRefs> </ContentType> </Elements> 3. Create the Loan Application Document Set. 4. Create the Document Set Welcome Page using the SharePoint Module item template. Notes: 1.When creating document set content type , you need to set the  Inherits=”FALSE”  or remove the  Inherits=”TRUE” from the content type definition (default is  Inherits=”FALSE”) . This is the Document Set limitation in the current version of SharePoint2010. Because of this , you also need to manually  attach the event receiver and  Document Set welcome page to your custom Document Set Content Type. 2. Shared Fields are push down only: 3. Not available in SharePoint foundation (only SharePoint Server 2010). 4. You can’t have folders within document sets (you can place document sets in folders though). For a complete limitation and considerations , you can see the references for details. References: Document Set Limitations and Considerations in SharePoint 2010 1 Document Set Limitations and Considerations in SharePoint 2010 2 Document Sets planning (SharePoint Server 2010) Import Document Sets Issue http://msdn.microsoft.com/en-us/library/gg581064.aspx http://channel9.msdn.com/Events/TechEd/NorthAmerica/2010/OSP305 DocumentSet Class

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  • Protecting offline IRM rights and the error "Unable to Connect to Offline database"

    - by Simon Thorpe
    One of the most common problems I get asked about Oracle IRM is in relation to the error message "Unable to Connect to Offline database". This error message is a result of how Oracle IRM is protecting the cached rights on the local machine and if that cache has become invalid in anyway, this error is thrown. Offline rights and security First we need to understand how Oracle IRM handles offline use. The way it is implemented is one of the main reasons why Oracle IRM is the leading document security solution and demonstrates our methodology to ensure that solutions address both security and usability and puts the balance of these two in your control. Each classification has a set of predefined roles that the manager of the classification can assign to users. Each role has an offline period which determines the amount of time a user can access content without having to communicate with the IRM server. By default for the context model, which is the classification system that ships out of the box with Oracle IRM, the offline period for each role is 3 days. This is easily changed however and can be as low as under an hour to as long as years. It is also possible to switch off the ability to access content offline which can be useful when content is very sensitive and requires a tight leash. So when a user is online, transparently in the background, the Oracle IRM Desktop communicates with the server and updates the users rights and offline periods. This transparent synchronization period is determined by the server and communicated to all IRM Desktops and allows for users rights to be kept up to date without their intervention. This allows us to support some very important scenarios which are key to a successful IRM solution. A user doesn't have to make any decision when going offline, they simply unplug their laptop and they already have their offline periods synchronized to the maximum values. Any solution that requires a user to make a decision at the point of going offline isn't going to work because people forget to do this and will therefore be unable to legitimately access their content offline. If your rights change to REMOVE your access to content, this also happens in the background. This is very useful when someone has an offline duration of a week and they happen to make a connection to the internet 3 days into that offline period, the Oracle IRM Desktop detects this online state and automatically updates all rights for the user. This means the business risk is reduced when setting long offline periods, because of the daily transparent sync, you can reflect changes as soon as the user is online. Of course, if they choose not to come online at all during that week offline period, you cannot effect change, but you take that risk in giving the 7 day offline period in the first place. If you are added to a NEW classification during the day, this will automatically be synchronized without the user even having to open a piece of content secured against that classification. This is very important, consider the scenario where a senior executive downloads all their email but doesn't open any of it. Disconnects the laptop and then gets on a plane. During the flight they attempt to open a document attached to a downloaded email which has been secured against an IRM classification the user was not even aware they had access to. Because their new role in this classification was automatically synchronized their experience is a good one and the document opens. More information on how the Oracle IRM classification model works can be found in this article by Martin Abrahams. So what about problems accessing the offline rights database? So onto the core issue... when these rights are cached to your machine they are stored in an encrypted database. The encryption of this offline database is keyed to the instance of the installation of the IRM Desktop and the Windows user account. Why? Well what you do not want to happen is for someone to get their rights for content and then copy these files across hundreds of other machines, therefore getting access to sensitive content across many environments. The IRM server has a setting which controls how many times you can cache these rights on unique machines. This is because people typically access IRM content on more than one computer. Their work desktop, a laptop and often a home computer. So Oracle IRM allows for the usability of caching rights on more than one computer whilst retaining strong security over this cache. So what happens if these files are corrupted in someway? That's when you will see the error, Unable to Connect to Offline database. The most common instance of seeing this is when you are using virtual machines and copy them from one computer to the next. The virtual machine software, VMWare Workstation for example, makes changes to the unique information of that virtual machine and as such invalidates the offline database. How do you solve the problem? Resolution is however simple. You just delete all of the offline database files on the machine and they will be recreated with working encryption when the Oracle IRM Desktop next starts. However this does mean that the IRM server will think you have your rights cached to more than one computer and you will need to rerequest your rights, even though you are only going to be accessing them on one. Because it still thinks the old cache is valid. So be aware, it is good practice to increase the server limit from the default of 1 to say 3 or 4. This is done using the Enterprise Manager instance of IRM. So to delete these offline files I have a simple .bat file you can use; Download DeleteOfflineDBs.bat Note that this uses pskillto stop the irmBackground.exe from running. This is part of the IRM Desktop and holds open a lock to the offline database. Either kill this from task manager or use pskillas part of the script.

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  • Oracle Database Security Protecting the Oracle IRM Schema

    - by Simon Thorpe
    Acquiring the Information Rights Management technology in 2006 was part of Oracle's strategic security vision and IRM compliments nicely the overall Oracle security set of solutions. A year ago I spoke about how Oracle has solutions that can help companies protect information throughout its entire life cycle. With our acquisition of Sun this set of solutions has solidified and has even extended down to the operating system and hardware level. Oracle can now offer customers technology that protects their data from the disk, through the database to documents on the desktop! With the recent release of Oracle IRM 11g I was tasked to configure demonstration and evaluation environments and I thought it would make a nice story to leverage some of the security features in the latest release of the Oracle Database. After building these environments I thought I would put together a simple video demonstrating how both Database Advanced Security and Information Rights Management combined can provide a very secure platform for protecting your information. Have a look at the following which highlights these database security options.Transparent Data Encryption protecting the communication from the Oracle IRM server to the Database server. Encryption techniques provide confidentiality and integrity of the data passing to and from the IRM service on the back end. Transparent Data Encryption protecting the Oracle IRM database schema. Encryption is used to provide confidentiality of the IRM data whilst it resides at rest in the database table space. Database Vault is used to ensure only the Oracle IRM service has access to query and update the information that resides in the database. This is an excellent method of ensuring that database administrators cannot look at or make changes to the Oracle IRM database whilst retaining their ability to administrate the database. The last thing you want after deploying an IRM solution is for a curious or unhappy DBA to run a query that grants them rights to your company financial data or documents pertaining to a merger or acquisition.

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  • How to deploy Document Set using CAML in SharePoint2010 solution package

    - by ybbest
    In my last post, I showed you how to use Document Set using SharePoint UI in the browser. In this post, I’d like to show you how to create the same Document Set using CAML and SharePoint solution package. You can download the complete solution here. 1. Create the Application Number site column using the SharePoint empty element item template in VS2010 <?xml version="1.0" encoding="utf-8"?> <Elements xmlns="http://schemas.microsoft.com/sharepoint/"> <Field Type="Text" DisplayName="ApplicationNumber" Required="FALSE" EnforceUniqueValues="FALSE" Indexed="FALSE" MaxLength="255" Group="YBBEST" ID="{916bf3af-5ec1-4441-acd8-88ff62ab1b7e}" Name="ApplicationNumber" ></Field> </Elements> 2. Create the Loan Application Form and Loan Contract Form content types. <?xml version="1.0" encoding="utf-8"?> <Elements xmlns="http://schemas.microsoft.com/sharepoint/"> <!-- Parent ContentType: Document (0x0101) --> <ContentType ID="0x0101005dfbf820ce3c49f69c73a00e0e0e53f6" Name="Loan Contract Form" Group="YBBEST" Description="Loan Contract Form" Inherits="TRUE" Version="0"> <FieldRefs> <FieldRef ID="916bf3af-5ec1-4441-acd8-88ff62ab1b7e" Name="ApplicationNumber" DisplayName="ApplicationNumber" /> </FieldRefs> </ContentType> <!-- Parent ContentType: Document (0x0101) --> <ContentType ID="0x010100f3016e3d03454b93bc4d6ab63941c0d2" Name="Loan Application Form" Group="YBBEST" Description="Loan Application Form" Inherits="TRUE" Version="0"> <FieldRefs> <FieldRef ID="916bf3af-5ec1-4441-acd8-88ff62ab1b7e" Name="ApplicationNumber" DisplayName="ApplicationNumber" /> </FieldRefs> </ContentType> </Elements> 3. Create the Loan Application Document Set. 4. Create the Document Set Welcome Page using the SharePoint Module item template. Notes: 1.When creating document set content type , you need to set the  Inherits=”FALSE”  or remove the  Inherits=”TRUE” from the content type definition (default is  Inherits=”FALSE”) . This is the Document Set limitation in the current version of SharePoint2010. Because of this , you also need to manually  attach the event receiver and  Document Set welcome page to your custom Document Set Content Type. 2. Shared Fields are push down only: 3. Not available in SharePoint foundation (only SharePoint Server 2010). 4. You can’t have folders within document sets (you can place document sets in folders though). For a complete limitation and considerations , you can see the references for details. References: Document Set Limitations and Considerations in SharePoint 2010 1 Document Set Limitations and Considerations in SharePoint 2010 2 Document Sets planning (SharePoint Server 2010) Import Document Sets Issue http://msdn.microsoft.com/en-us/library/gg581064.aspx http://channel9.msdn.com/Events/TechEd/NorthAmerica/2010/OSP305 DocumentSet Class

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  • Next Phase of ECM 11g Now Available - New UCM & URM 11g, & Updated I/PM & IRM 11g

    - by michelle.huff
    We're excited to announce that the Oracle Enterprise Content Management Suite 11g is now available! Today, Oracle announced ECM Suite 11g, a part of Fusion Middleware 11gR1 Patchset 2 release, which builds upon the Imaging and Process Management (I/PM) and Information Rights Management (IRM) 11g release earlier this year. Universal Content Management (UCM) and Universal Records Management (URM) 11g are now available with many new features and enhancements. All ECM products are localized into 27 languages, use a single repository, a single installer, centralized administration, and all run on the same Fusion Middleware tech stack. Oracle ECM Suite 11g, is better integrated to fit the way you work, with extreme performance and extreme scalability. Universal Content Management One click Web content management - brings Web content management authoring, design and presentation capabilities directly into how organizations design sites, portals, and custom Web applications. Simply take in the right amount of WCM that meets your needs - all without having to rewrite the application or port it over to a new technology stack or framework. Greater business user empowerment - with next generation desktop integrations and "smart productivity folders", new Web site "design mode" for business users, and enhanced rich media support enabling users to better work with photography, graphics, videos & podcasts created today as well as contribute content within Flash files directly from the Web. Advanced manageability with extreme performance & scalability - centralized system monitoring, installation, logging, performance metrics & diagnostics, with new built in "fast check-in" features, redesigned component management interface - all running on Fusion Middleware infrastructure. Universal Records Management Enhanced user experience: Oracle URM 11g makes records management easier for both business users and records administrators. Simplifications in the end user experience allow the creation of bookmarks into often-used part of the file plan, easy copying of categories and dispositions, and integrated folder and records search. The records management dashboard provides a consolidated view into records administrator tasks and system performance. DoD 5015.02 v3: Oracle URM is fully certified against all part of the US Department of Defense records management standard - baseline, classified, and Freedom of Information and Privacy Act. This enables Federal, state, & local governments & public agencies, as well as private companies, to maintain regulated compliance. Expanded functionality through Oracle integrations: Oracle URM 11g allows for an expanded set of functionality through integration capabilities with other Oracle products. This includes configurable records definition capabilities directly within a UCM instance. An out of the box integration with Oracle BI Publisher provides easily configured and robust reporting. Additionally, 11g offers an out of the box Oracle Secure Enterprise Search integration enabling real time full text discovery across disparate systems in an organization. Read the Press Release Watch the 3 Minute ECM 11g Video Get Up to Speed with the What's New in ECM Suite Datasheet Learn More on OTN with new tutorials, downloads and whitepapers

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  • Announcing Oracle Enterprise Content Management Suite 11g

    - by [email protected]
    Today Oracle announced Oracle Enterprise Content Management Suite 11g. This is a major release for us, and reinforces our three key themes at Oracle: Complete New in this release - Oracle ECM Suite 11g is built on a single, unified repository. Every piece of content - documents, HTML pages, digital assets, scanned images - is stored and accessbile directly from the repository, whether you are working on websites, creating brand logos, processing accounts payable invoices, or running records and retention functions. It makes complete, end-to-end management of content possible, from the point it enters the organization, through its entire lifecycle. Also new in this release, the installation, access, monitoring and administration of Oracle ECM Suite 11g is centralized. As a complete system, organizations can lower the costs of training and usage by having a centralized source of information that is easily administered. As part of this new unified repository release, Oracle has released a benchmarking white paper that shows the extreme performance and scalability of Oracle ECM Suite. When tested on a two node UCM Server running on Sun Oracle DB Machine Half Rack Hardware with an Exadata storage server, Oracle ECM Suite 11g is able to ingest over 178 million documents per day. Open Oracle ECM Suite 11g is built on a service-oriented architecture. All functions are available through standards-based services calls in Web Services or Java. In this release Oracle unveils Open Web Content Management. Open Web Content Management is a revolutionary approach to web content management that decouples the content management process from the process of creating web applications. One piece of this approach is our one-click web content management. With one click, a web application builder can drag content services into their application, enabling their users to also edit content with just one click. Open Web Content Management is also open because it enables Web developers to add Web content management to new and existing JavaServer Pages (JSP), JavaServer Faces (JSF) and Oracle Application Development Framework (ADF) Faces applications Open content distribution - Oracle ECM Suite 11g offers flexible deployment options with a built-in smart cache so organizations can deliver Web sites or Web applications without requiring Oracle ECM Suite as part of the delivery system Integrated Oracle ECM Suite 11g also offers a series of next generation desktop integrations, providing integrations such as: New MS Office integration with menus to access managed content, insert managed links, and compare managed documents using standard MS Office reviewing tools Automatic identity tagging of documents on download - to help users understand which versions they are viewing and prevent duplicate content items in the content repository. New "smart productivity folders" to show a users workflow inbox, saved searches and checked out content directly from Windows Explorer Drag and drop metadata pop-ups Check in and check out for all file formats with any standard WebDAV server As part of Oracle's Enterprise Application Documents initiative, Oracle Content Management 11g also provides certified application integrations with solution templates You can read the press release here. You can see more assets at the launch center here. You can sign up for the announcement webinar and hear more about the new features here. You can read the benchmarking study here.

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  • Content Encryption Options in Oracle IRM 11g

    - by martin.abrahams
    Another of the innovations in Oracle IRM 11g is a wider choice of encryption algorithms for protecting content. The choice is now as illustrated below. As you see, three of the choices are marked as FIPS options, where FIPS refers to the Federal Information Processing Standard Publication 140-2, a U.S. government security standard for accreditation of cryptographic modules.

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  • Renault under threat from industrial espionage, intellectual property the target

    - by Simon Thorpe
    Last year we saw news of both General Motors and Ford losing a significant amount of valuable information to competitors overseas. Within weeks of the turn of 2011 we see the European car manufacturer, Renault, also suffering. In a recent news report, French Industry Minister Eric Besson warned the country was facing "economic war" and referenced a serious case of espionage which concerns information pertaining to the development of electric cars. Renault senior vice president Christian Husson told the AFP news agency that the people concerned were in a "particularly strategic position" in the company. An investigation had uncovered a "body of evidence which shows that the actions of these three colleagues were contrary to the ethics of Renault and knowingly and deliberately placed at risk the company's assets", Mr Husson said. A source told Reuters on Wednesday the company is worried its flagship electric vehicle program, in which Renault with its partner Nissan is investing 4 billion euros ($5.3 billion), might be threatened. This casts a shadow over the estimated losses of Ford ($50 million) and General Motors ($40 million). One executive in the corporate intelligence-gathering industry, who spoke on condition of anonymity, said: "It's really difficult to say it's a case of corporate espionage ... It can be carelessness." He cited a hypothetical example of an enthusiastic employee giving away too much information about his job on an online forum. While information has always been passed and leaked, inadvertently or on purpose, the rise of the Internet and social media means corporate spies or careless employees are now more likely to be found out, he added. We are seeing more and more examples of where companies like these need to invest in technologies such as Oracle IRM to ensure such important information can be kept under control. It isn't just the recent release of information into the public domain via the Wikileaks website that is of concern, but also the increasing threats of industrial espionage in cases such as these. Information rights management doesn't totally remove the threat, but abilities to control documents no matter where they exist certainly increases the capabilities significantly. Every single time someone opens a sealed document the IRM system audits the activity. This makes identifying a potential source for a leak much easier when you have an absolute record of every person who's had access to the documents. Oracle IRM can also help with accidental or careless loss. Often people use very sensitive information all the time and forget the importance of handling it correctly. With the ability to protect the information from screen shots and prevent people copy and pasting document information into social networks and other, unsecured documents, Oracle IRM brings a totally new level of information security that would have a significant impact on reducing the risk these organizations face of losing their most valuable information.

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  • Disable Add-Ons to Speed Up Browsing in Internet Explorer 9

    - by Lori Kaufman
    We’ve shown you how to enhance Internet Explorer with add-ons, similar to Firefox and Chrome. However, too many add-ons can slow down Internet Explorer and even cause it to crash. However, you can easily disable some or all add-ons. To begin, activate the Command bar, if it’s not already available. Right-click on an empty area of the tab bar and select Command bar from the popup menu. Click the Tools button on the Command bar and select Toolbars | Disable add-ons from the popup menu. Here’s How to Download Windows 8 Release Preview Right Now HTG Explains: Why Linux Doesn’t Need Defragmenting How to Convert News Feeds to Ebooks with Calibre

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  • Information Rights Management 11g Release Highlights

    - by andy.peet
    Broader Enterprise Reach Built on Fusion Middleware and Java EE Broad platform certifications Standard 27 Oracle languages SSO authentication: OAM, Windows auth, Basic auth to LDAP Extensible, First-Class Security Extensible classification model for application integrations FIPS 140-2 certification Hardware Security Module for key storage Usability and Templates New Web-based management console Best practice rights model: global roles and templates For more information see the new information available on OTN, including the Developer Area and whitepaper, and of course the IRM Blog.

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  • Getting started with Document Set in SharePoint2010

    - by ybbest
    Folders are widely used in traditional file based system, in SharePoint world you can create folder in the document library as well. However, there is a new improved feature in SharePoint called Document Set; you can attach metadata to the document set. To get start with Document set, you can perforce the following steps. 1. Go to Site Settings >>Site collection features >>Activate the Document Sets feature. 2. After the Document Sets feature is activated, you will get a new content type called Document Set. 3. Next, we can create a custom content type called Loan Application Document Set that inherited from Document Set Content Type. 4. Then I create a new column called Application Number. 5. Add this field to the loan application content type 6. Create a new Content Type called Loan Contract form that inherited from Document content type. 7. Add the Application Number to the Loan Contract form content type. 8. Create a new Content Type called Loan Application form that inherited from Document content type and add Application Number to it.(The same step as above.) 9.Go to the Loan Application Document Set content type and go to the Document Set Settings. 10. You can define which content type you would like this Document set contains and you can also define the default document for each content type. When you create a new document set, those default documents will get automatically created in the document set. You can also define the Shared field that shared across content types; in my case I define the Application number and description as my shared fields. Finally, you can define the fields that you’d like to show in the document set welcome page. 11. Now create a new document library and attach those content types to the document library and create a new loan application document set. 12. You will see the default document created in the document set.If you updated Application Number on the document set , the field will get updated in the documents inside the document set as well.

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  • The challenge of communicating externally with IRM secured content

    - by Simon Thorpe
    I am often asked by customers about how they handle sending IRM secured documents to external parties. Their concern is that using IRM to secure sensitive information they need to share outside their business, is troubled with the inability for third parties to install the software which enables them to gain access to the information. It is a very legitimate question and one i've had to answer many times in the past 10 years whilst helping customers plan successful IRM deployments. The operating system does not provide the required level of content security The problem arises from what IRM delivers, persistent security to your sensitive information where ever it resides and whenever it is in use. Oracle IRM gives customers an array of features that help ensure sensitive information in an IRM document or email is always protected and only accessed by authorized users using legitimate applications. Examples of such functionality are; Control of the clipboard, either by disabling completely in the opened document or by allowing the cut and pasting of information between secured IRM documents but not into insecure applications. Protection against programmatic access to the document. Office documents and PDF documents have the ability to be accessed by other applications and scripts. With Oracle IRM we have to protect against this to ensure content cannot be leaked by someone writing a simple program. Securing of decrypted content in memory. At some point during the process of opening and presenting a sealed document to an end user, we must decrypt it and give it to the application (Adobe Reader, Microsoft Word, Excel etc). This process must be secure so that someone cannot simply get access to the decrypted information. The operating system alone just doesn't have the functionality to deliver these types of features. This is why for every IRM technology there must be some extra software installed and typically this software requires administrative rights to do so. The fact is that if you want to have very strong security and access control over a document you are going to send to someone who is beyond your network infrastructure, there must be some software to provide that functionality. Simple installation with Oracle IRM The software used to control access to Oracle IRM sealed content is called the Oracle IRM Desktop. It is a small, free piece of software roughly about 12mb in size. This software delivers functionality for everything a user needs to work with an Oracle IRM solution. It provides the functionality for all formats we support, the storage and transparent synchronization of user rights and unique to Oracle, the ability to search inside sealed files stored on the local computer. In Oracle we've made every technical effort to ensure that installing this software is a simple as possible. In situations where the user's computer is part of the enterprise, this software is typically deployed using existing technologies such as Systems Management Server from Microsoft or by using Active Directory Group Policies. However when sending sealed content externally, you cannot automatically install software on the end users machine. You need to rely on them to download and install themselves. Again we've made every effort for this manual install process to be as simple as we can. Starting with the small download size of the software itself to the simple installation process, most end users are able to install and access sealed content very quickly. You can see for yourself how easily this is done by walking through our free and easy self service demonstration of using sealed content. How to handle objections and ensure there is value However the fact still remains that end users may object to installing, or may simply be unable to install the software themselves due to lack of permissions. This is often a problem with any technology that requires specialized software to access a new type of document. In Oracle, over the past 10 years, we've learned many ways to get over this barrier of getting software deployed by external users. First and I would say of most importance, is the content MUST have some value to the person you are asking to install software. Without some type of value proposition you are going to find it very difficult to get past objections to installing the IRM Desktop. Imagine if you were going to secure the weekly campus restaurant menu and send this to contractors. Their initial response will be, "why on earth are you asking me to download some software just to access your menu!?". A valid objection... there is no value to the user in doing this. Now consider the scenario where you are sending one of your contractors their employment contract which contains their address, social security number and bank account details. Are they likely to take 5 minutes to install the IRM Desktop? You bet they are, because there is real value in doing so and they understand why you are doing it. They want their personal information to be securely handled and a quick download and install of some software is a small task in comparison to dealing with the loss of this information. Be clear in communicating this value So when sending sealed content to people externally, you must be clear in communicating why you are using an IRM technology and why they need to install some software to access the content. Do not try and avoid the issue, you must be clear and upfront about it. In doing so you will significantly reduce the "I didn't know I needed to do this..." responses and also gain respect for being straight forward. One customer I worked with, 6 months after the initial deployment of Oracle IRM, called me panicking that the partner they had started to share their engineering documents with refused to install any software to access this highly confidential intellectual property. I explained they had to communicate to the partner why they were doing this. I told them to go back with the statement that "the company takes protecting its intellectual property seriously and had decided to use IRM to control access to engineering documents." and if the partner didn't respect this decision, they would find another company that would. The result? A few days later the partner had made the Oracle IRM Desktop part of their approved list of software in the company. Companies are successful when sending sealed content to third parties We have many, many customers who send sensitive content to third parties. Some customers actually sell access to Oracle IRM protected content and therefore 99% of their users are external to their business, one in particular has sold content to hundreds of thousands of external users. Oracle themselves use the technology to secure M&A documents, payroll data and security assessments which go beyond the traditional enterprise security perimeter. Pretty much every company who deploys Oracle IRM will at some point be sending those documents to people outside of the company, these customers must be successful otherwise Oracle IRM wouldn't be successful. Because our software is used by a wide variety of companies, some who use it to sell content, i've often run into people i'm sharing a sealed document with and they already have the IRM Desktop installed due to accessing content from another company. The future In summary I would say that yes, this is a hurdle that many customers are concerned about but we see much evidence that in practice, people leap that hurdle with relative ease as long as they are good at communicating the value of using IRM and also take measures to ensure end users can easily go through the process of installation. We are constantly developing new ideas to reducing this hurdle and maybe one day the operating systems will give us enough rich security functionality to have no software installation. Until then, Oracle IRM is by far the easiest solution to balance security and usability for your business. If you would like to evaluate it for yourselves, please contact us.

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  • Oracle Enterprise Content Management 11gR1 Patch Set 3 Released

    - by michelle.huff
    We're pleased to announce an updated patch set for Oracle Enterprise Content Management 11gR1 PS3 (11.1.1.4.0). Patch Set 3 (PS3) supports additional platforms and applications, and adds several new features to the products. Highlights include: Content Server (repository for UCM, URM & I/PM): New security capabilities, file store provider updates. Desktop Integration Suite: Windows 7 64-bit and Office 2010 (32 & 64-bit) support and new "Recent Content Items" menu. Universal Content Management (UCM): Site Studio Manager for Site Studio for External Applications, new template management options and ability to run Site Studio & Site Studio for External Applications 11g components on Content Server 10gR3. Imaging and Process Management (I/PM): Now certified with Oracle Business Process Management (BPM) 11g, Oracle Single Sign On (OSSO) 10g and Oracle Access Manager (OAM) 10g, export search results to Microsoft Excel. ECM Adapter for PeopleSoft: Support for UCM 11g Managed Attachments (support for 10g released earlier in 2010) and certification with PeopleTools 8.50. Information Rights Management (IRM): Desktop support for Microsoft Office 2010, Adobe Reader X and Microsoft SharePoint 2010. Customer Webcast We'll be covering this new release in our Quarterly Customer Update Webcast scheduled for this week, January 19/20, 2011. Register today. More Information Downloads now available on Oracle Technology Network (OTN) - it will be available via eDelivery soon. Read the updated ECM documentation for 11.1.1.4.0 Review the ECM 11.1.1.4.0 Upgrade & Patch Guides See the Release Notes

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  • New success stories for Oracle IRM and blog translations

    - by Simon Thorpe
    While we have been busy with the release of Oracle IRM 11g, we've had some customers create a few more success stories for us. These have now been added to our success stories page on this blog, quick links to them are below. Also the announcement has generated a lot of interest globally within Oracle and as such our friends in Latin America have been asking for some translated pages on the blog. So the first of these are now available in Brazilian Portuguese for both the Oracle IRM overview and the simple demonstration online where anyone can self register and experience Oracle IRM protected content. If you work for Oracle sales and would like to translate any of the information on this blog please contact us.

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  • New Oracle IRM 11g presentation video

    - by Simon Thorpe
    In amongst all the end of year activity we've been able to start the creation of some new YouTube video's of the Oracle IRM 11g release. First on the agenda was to show the core features of Oracle IRM with the new 11g server. We also created a demonstration of the simple ways content can be secured without any training on the end users part and without impacting their existing day to day practice of using sensitive information. Have a look at this video...

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  • IRM and Consumerization

    - by martin.abrahams
    As the season of rampant consumerism draws to its official close on 12th Night, it seems a fitting time to discuss consumerization - whereby technologies from the consumer market, such as the Android and iPad, are adopted by business organizations. I expect many of you will have received a shiny new mobile gadget for Christmas - and will be expecting to use it for work as well as leisure in 2011. In my case, I'm just getting to grips with my first Android phone. This trend developed so much during 2010 that a number of my customers have officially changed their stance on consumer devices - accepting consumerization as something to embrace rather than resist. Clearly, consumerization has significant implications for information control, as corporate data is distributed to consumer devices whether the organization is aware of it or not. I daresay that some DLP solutions can limit distribution to some extent, but this creates a conflict between accepting consumerization and frustrating it. So what does Oracle IRM have to offer the consumerized enterprise? First and foremost, consumerization does not automatically represent great additional risk - if an enterprise seals its sensitive information. Sealed files are encrypted, and that fundamental protection is not affected by copying files to consumer devices. A device might be lost or stolen, and the user might not think to report the loss of a personally owned device, but the data and the enterprise that owns it are protected. Indeed, the consumerization trend is another strong reason for enterprises to deploy IRM - to protect against this expansion of channels by which data might be accidentally exposed. It also enables encryption requirements to be met even though the enterprise does not own the device and cannot enforce device encryption. Moving on to the usage of sealed content on such devices, some of our customers are using virtual desktop solutions such that, in truth, the sealed content is being opened and used on a PC in the normal way, and the user is simply using their device for display purposes. This has several advantages: The sensitive documents are not actually on the devices, so device loss and theft are even less of a worry The enterprise has another layer of control over how and where content is used, as access to the virtual solution involves another layer of authentication and authorization - defence in depth It is a generic solution that means the enterprise does not need to actively support the ever expanding variety of consumer devices - the enterprise just manages some virtual access to traditional systems using something like Citrix or Remote Desktop services. It is a tried and tested way of accessing sealed documents. People have being using Oracle IRM in conjunction with Citrix and Remote Desktop for several years. For some scenarios, we also have the "IRM wrapper" option that provides a simple app for sealing and unsealing content on a range of operating systems. We are busy working on other ways to support the explosion of consumer devices, but this blog is not a proper forum for talking about them at this time. If you are an Oracle IRM customer, we will be pleased to discuss our plans and your requirements with you directly on request. You can be sure that the blog will cover the new capabilities as soon as possible.

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  • Join Us for the Next Quarterly Customer Update Webcast

    - by michelle.huff
    Join us for the next Oracle Content Management Quarterly Customer Update Webcast scheduled for this coming June 30 / July 1 2010. Don't miss this chance to get an overview on the latest updates to Oracle Content Management. We'll be covering the latest ECM Suite 11g release - highlighting the Universal Content Management (UCM) and Universal Records Management releases. Register Today! Americas / EMEA time zones: Customer Update June 30, 2010 9:00am US PDT / 12:00pm US EDT / 16:00 GMT Length: 1 hour *Please use your corporate email address to register. Asia-Pacific time zones: Customer Update (Repeat Webcast) July 1, 2010 12:00pm Sydney AEST, 10:00am Singapore (June 30, 2010 @ 7:00pm US PDT) Length: 1 hour *Please use your corporate email address to register Please Note: If you have attended previous Quarterly Customer Update Webcasts, we are now using a new web conference system, WebEx, to host the meeting. Missed Previous Customer Quarterly Updates? Get caught up on Oracle & ECM news. View a recording or the presentation from previous Webcasts held since June 2008 (available from My Oracle Support).

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  • Join Us for the Next Quarterly Customer Update Webcast

    - by michelle.huff
    Join us for the next Oracle Content Management Quarterly Customer Update Webcast scheduled for this coming January 19 & 20, 2010. In this webcast we'll bring you up to speed on the latest updates and changes made available these past few months. Additionally, we'll cover the new features and certifications in the latest ODC & ODDC 10.1.3.5.1 release, as well as the upcoming Enterprise Content Management Suite 11gR1 PS3 (patch set 3) release. Register Today! Americas / EMEA time zones: Customer Update January 19, 2010 9:00am US PT / 12:00pm US ET / 17:00 London Length: 1 hour *Please use your corporate email address to register. Asia-Pacific time zones: Customer Update (Repeat Webcast) January 20, 2010 1:00pm Sydney AET, 10:00am Singapore (Jan 19, 2010 @ 6:00pm US PT) Length: 1 hour *Please use your corporate email address to register Missed Previous Customer Quarterly Updates? Get caught up on Oracle & ECM news. View a recording or the presentation from previous Webcasts held since June 2008 (available from My Oracle Support).

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  • Recording Available: March 2010 Quarterly Customer Update Webcast

    - by michelle.huff
    Missed the last Quarterly Customer Update Webcast? We discussed several product updates on the March quarterly customer Webcast, including the first phase of the Oracle Content Management 11g release. Some of the highlights include Information Rights Management (IRM) 11g and Imaging and Process Management (I/PM) 11g Overviews. Additionally, we covered I/PM 11g new features, implementation and migration topics that existing customers would like to know. You can find quick links to all the resources I mentioned on the call, as well as links to the presentation and recording details in My Oracle Support from the March 2010 Webcast Resource Links page on OTN.

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  • New Oracle Information Rights Management release (11.1.1.3)

    - by Simon Thorpe
    Just released is the latest version of the market leading document security technology from Oracle. Oracle IRM 11g is the result of over 12 years of development and innovation to allow customers to provide persistent security to their most confidential documents and emails. This latest release continues our refinement of the technology and features the following; Continued improvements to the web based Oracle IRM Management Website New features in the out of the box classification model New Java APIs improving application integration support Support for DB2 as the IRM database. Over the coming months we will see more releases from this technology as we improve format support, platform support and continue the strategy to for Oracle IRM as the most secure, scalable and usable document security solution in the market. Want to learn more about Oracle IRM? View our video presentation and demonstration or try using it for your self via our simple online self service demo. Keep up to date on Oracle via this blog or on our Twitter, YouTube and Facebook pages.

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  • Energy Firms Targetted for Sensitive Documents

    - by martin.abrahams
    Numerous multinational energy companies have been targeted by hackers who have been focusing on financial documents related to oil and gas field exploration, bidding contracts, and drilling rights, as well as proprietary industrial process documents, according to a new McAfee report. "It ... speaks to quite a sad state of our critical infrastructure security. These were not sophisticated attacks ... yet they were very successful in achieving their goals," said Dmitri Alperovitch, McAfee's vice president for threat research. Apparently, the attacks can be traced back over several years, creating a sustained security compromise that has provided access to highly sensitive information that is of huge financial value to competitors. The value of IRM as an additional layer of protection is clear. Whether your infrastructure security is in a sad state or is state of the art, breaches are always a possibility - and in any case, a lot of sensitive information is shared with third parties whose infrastructure security might not be as good as yours. IRM protects the individual information assets directly so that, even if infrastructure security is compromised, your critical information is enrypted and trackable and only accessible to authenticated, authorised, audited users. The full McAfee report is available here.

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