5 PDF Watermark

5.1.1 Static Watermarks

A static watermark is applied during content check-in as a follow-on step to the Inbound Refinery conversion. To select a watermark for content to be converted to PDF, enter a valid Watermark Template ID during check in.

Only documents that Inbound Refinery converts to PDF can receive a static watermark. After a document receives a static watermark, all viewers of the document see the same watermark.

In the same way, content checked in by an automated process such as WebDAV or BatchLoader can also be given a static watermark, provided a valid Watermark Template ID is provided.

For more information about creating templates and template IDs, see Section 5.1.4, "Templates."

5.1.2 Dynamic Watermarks

Dynamic watermarks are generated as needed when a user requests to view or download a PDF document. Dynamic watermarks can contain variable information (for example, the user name or the requesting user, or the date and time of download). For this reason, different users may see the same content with different watermarks. With dynamic watermarks, only the web layout form is watermarked. The original PDF file is unchanged in its vault location.

Dynamic watermarking is rules-based. If a request for a PDF document satisfies a pre-defined rule, the template associated with that rule is used to watermark a copy of the content before the copy is returned to the requesting user. System administrators define rules and set up specific conditions for determining which requested content gets a dynamic watermark.

For more information about specifying rules for dynamic watermarks, see Section 5.1.5, "Dynamic Watermark Rules."

5.1.3 Types of Watermark

You can create the following types of watermarks:

• Text: You can specify your own text, include metadata values for the content item, and include special keywords, such as $DATE$, that provide information about the content item at the point it is watermarked. For information about specific text options, see Section A.3.7, "Add New/Edit Text Watermark Window."

• Image: You can include an image in any of the supported bitmap (raster) formats. For information about specific image options, see Section A.3.8, "Add New/Edit Image Watermark Window."

• Signature: If you enable the Electronic Signatures component, you can create a watermark from the electronic signature metadata associated with a content item. For information about specific image options, see Section A.3.9, "Add New/Edit Signature Watermark Window."

With each type of watermark, you can specify size, position, page range, and other options suited to each type of watermark. For more information about watermark placement, see Section 5.1.7, "Watermark Placement."

You can include one or more watermarks of any type in a given document. The watermarks you define are stored in a template that is checked in with the content ID and default metadata values you provide when you save the template.

5.1.4 Templates

Whether you apply a watermark statically at check-in or dynamically when the PDF file is requested, the watermark information is stored in a template. This template includes information about the text or image watermark itself and any rules defined for its use.

When you create and save a new template, it is checked in with the default metadata defined on the Configuration tab. When you modify and save an existing template, the template is checked out of Oracle WebCenter Content Server and it is checked back in as a new revision preserving any metadata currently in place. Therefore, it is important to set any metadata defaults before you save a newly created template.

5.1.5 Dynamic Watermark Rules

Rules are used to determine which template is applied for dynamic watermarking.

After you create a template, you can define one or more rules for the template.

If a template has multiple rules, the rules are applied in the order listed. Order rules with the most specific tests earlier in the list, and more general ones after that. All rules must test positive for the watermark to be applied.

Within a rule, you specify one or more criteria based on the values of selected metadata fields. For example, you can test the dDocAuthor field for specific authors or the dDocType for a specific type of document. The order in which you define criteria for a rule does not matter. All criteria must be true for the associated rule to test positive.

5.1.6 PDF Optimization

PDFs that come from the PDF Converter may have been optimized for faster Web viewing. If a static watermark is applied to that content, the optimization is lost. Post-watermarking optimization requires a third-party optimizer which is not provided with PDF Watermark. To use optimization, a distiller engine/optimizer must be installed and fully operational. The chosen optimizer must be able to execute conversions with a command-line (for example, a script file or a .bat file).

5.1.7 Watermark Placement

PDF Watermark provides standard options for placing text or image watermarks at the top (header), center, or bottom (footer) of the page. You can also specify a particular location on the page with X-Y coordinates. You can specify multiple watermarks for a given document.

In the image below, the reference points for each of the positions is indicated by a point. The example image in each of the positions shows the orientation relative to the associated reference point. Example text in each of the positions shows one of the available horizontal alignment options (left, right, center). All text alignment options are available at each of the positions.

For standard placement, text and images reference a point at the top-center, middle-center, or bottom-center of the page. Images center horizontally around the associated reference point. With text, you can specify the horizontal alignment of the text with respect to this reference point (left, right, or center aligned).

For explicitly placed watermarks, the coordinates are in points, with each point equal to 1/72". The origin (0, 0) is the lower left corner of the page. For images, these coordinates specify the lower left corner of the image with the image extending up and to the right. For text, these coordinates specify the horizontal reference point for the alignment options, similar to the standard placement options.

5.2.1 Static Watermarking Scenario

Oracle WebCenter Content Server receives processed content from Inbound Refinery. Inbound Refinery must have PDF Converter installed, enabled, and configured to convert the necessary file formats into PDF. When the PDF file is presented, the watermark template selected during the content check in is applied.

Previous versions of watermarking required the user to define several field variables. Watermark elements are now pre-defined in the template used to watermark the incoming PDF. The watermark is applied and is delivered to requesters without regard for dynamic watermarking rules. Rules-based watermarking (Dynamic) can also be applied in addition to a static watermark.

5.2.2 Dynamic Watermarking Scenario

When a Web-viewable PDF is requested by a user, a check is performed based on the defined rulesets to determine if a watermark is applied to the Web-viewable PDF delivered to the requester.

If a request for a PDF document satisfies a pre-defined rule, the template associated with that rule is used to watermark a copy of the content before the copy is returned to the requesting user.

5.3.1 Specifying the Classpath for an Encryption Library

The passwords you define in a template set corresponding passwords within the PDF file itself when the PDF file is rendered. The passwords stored in the template are encrypted using a third-party encryption library. A reference to an encryption library used with PDF Watermark must be provided for the Oracle WebCenter Content Server to encrypt passwords stored in the template.

1. Download an encryption library .jar file and paste it into the following directory:

   /shared/classes

2. From the Windows Start menu, choose Programs then Content Server-[Instance Name] then Utilities then System Properties.

   The System Properties applet is started.

3. Open the Paths tab.

4. Specify the following as the classpath:

   JAVA_CLASSPATH;$SHAREDDIR/classes/bcprov-jdk14-138.jar
   

5. Click OK to save the changes and exit the System Properties utility.

5.3.2 Starting PDF Watermark Administration

Templates, rules and configuration for PDF Watermark are managed in using the PDF Watermark Administration screen.

1. Choose Administration then PDF Watermark Administration from the Main menu.

2. Click PDF Watermark Administration.

   The PDF Watermark Administration Screen opens.

5.3.3 Setting Template Metadata Defaults

Define any required metadata field values before creating a template. After you save (check in) the template, you can update it to modify the metadata values, if necessary, as you would any content item.

Follow these steps to define specific metadata fields for template check in:

1. Click the Configuration tab on the PDF Watermark Administration Screen.

2. Highlight the Field Name and Value pair to define/edit.

3. Click Edit.

   The Edit Default Value Screen opens.

4. Set the value to be applied for the Field name selected.

5. Click Apply.

5.3.4 Adding or Editing Templates

Before you create a template, you should first provide any default metadata you want applied to the template. For more information about default template metadata, see Section 5.3.3, "Setting Template Metadata Defaults."

To add a template, perform the following steps:

1. Select the Templates tab on the PDF Watermark Administration Screen.

2. To edit an existing template, select the template and click Edit. To create a new template, click Add.

   The Add New/Edit Template Screen opens.

3. Name your template and assign it a meaningful content ID.

   Once you save (check in) the template, you cannot change the content ID.

4. To save changes and check in the template, click OK.

5.3.5 Creating and Editing Rules

Before you can define rules for applying a template, you must first create the template. For more information about creating a template, see Section 5.3.4, "Adding or Editing Templates."

Follow these steps to add or edit a rule:

1. Select the Rules Tab on the PDF Watermark Administration Screen.

2. To add a new rule, click Add. To change an existing rule, select a rule and click Edit.

   The Add New/Edit Rule Screen opens.

3. For a new rule, enter a Name that describes the way a rule is used.

   After you save a rule, you cannot change the name. To change the name of a rule, you must delete the rule and create a new one.

4. Select a Template ID to associate with the rule.

5. To add a new criterion, click Add. To change an existing criterion, select the criterion and click Edit.

   The Add New/Edit Criteria Screen opens.

6. For a new criterion, select the Field Name.

   After you save a criterion, you cannot modify the field selection. To specify a different field name, create a new criterion.

7. Specify the Value for the selected field. If the field chosen is a list, select a value from the options list.

   Note:

   Rules criteria are case-sensitive. The value you enter must match the case of the returned value. For example, if the title you enter is "foobar" and the value returned is "FooBar", it is considered a mismatch and the rule fails.

8. To save the criterion, click OK.

9. To save the criteria for the current rule, click OK.

   Within a rule, the order of criteria does not matter. All criteria must be satisfied for the rule to apply.

10. To change the order of the rules assigned to the template, select a rule and use the Move Up and Move Down buttons to change the position of the rule in the list.

    The order in which the rules are tested can be significant, depending on the criteria used. In general, order the rules with the most specific tests (number of criteria) high in the list, and the more general ones (fewer criteria) lower down.

11. Click OK.