Information Rights Management in Visual Studio .NET

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Figure 1155: Dialog about verifying credentials when opening a form template
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Once the form template opens in design mode, Dana can make any changes she wishes, but she will not be allowed to change IRM permission This is because her access level is designated in the Permission dialog as Change and not Full Control When Dana clicks on the Permission button, she is greeted by a dialog similar to the one shown in Figure 1156 This dialog shows Dana her own permission In fact, the permission you see in Figure 1156 is the same for all users in design mode with Change permission Dana cannot print, access the form programmatically, or assume full control Clicking the Request additional permissions link opens a blank e-mail message with the owner s address in the To eld
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Figure 1156: Restricted permission for user Dana while designing a form template
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So far we ve looked at what it means to apply IRM permission to a form template Such permission takes effect when you re designing the form template While it s useful to be able to apply permission to restrict designing your form template, the real power of IRM is revealed when users ll out forms
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Permission on Forms Applying IRM to form lling is where most of its value is realized You can de ne the following permissions to restrict individual forms
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Read-only, read/write, or full control can be granted for speci c users Printing the form can be disabled Copying data from the form can be disabled Driving InfoPath programmatically can be disallowed The contents of the resulting form (xml) le can be encrypted To set up IRM for a form, you need not have IRM de ned on the form template However, for the rst part of our discussion, we ll enable IRM for forms (which creates a default policy for new forms) while designing the corresponding form template Then we ll show you how to enable IRM while lling out a form, whether or not the form template has speci c form permission Let s continue from our earlier discussion about enabling IRM for a form template To enable permission on all newly lled-out forms from the current form template, enable the Restrict permission to forms based on this form template checkbox (refer back to Figure 1154) Once you select the checkbox, the Custom permission option button is selected with default form permission Default permission is very restrictive for new forms Click the Change permissions button to open the dialog shown in Figure 1157 This dialog shows that the form owner (ie, the user who created the new form) has the Full Control setting Nobody else will have permission to open the form To grant permission to users who can open the form, you can add them by clicking the Add button You can change the access level settings for each user to either Read, Change, or Full Control; however, the owner s setting must be Full Control and cannot be altered
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Figure 1157: Specifying permission during design mode to apply when the form is filled out
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Form Permission at Design Time Is Not Enforced
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Form permission set up when the form template was designed can be circumvented by users who have the Full Control setting for their access level This level is granted by default to the user who creates a new form
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In addition to granting permission to individual users or groups in the Permission dialog, you can also specify additional default permission to users who do not have full control This permission includes the following settings: Print content Allow users with read access to copy content Access content programmatically If a form template was designed with the Restrict permission to forms based on this form template setting enabled in the dialog shown earlier in Figure 1154, all new forms will have IRM permission applied automatically when lled out As mentioned, the user who created the new form has full
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