Password Protected PDF output from RTF Template

For pdf outputs we can create password protected in the following two ways in Oracle BI Publisher.

1. Static Password- having a fixed password every time the

   report runs 

2. Dynamic Password- we can use any xml field from the data

   model to make it dynamic.

1.Static Password

To add a static password to a report, follow the below steps:

·       Login to BI publisher using below URL:

https://(FA Domain)/xmlpserver

or

https://(FA Domain)/analytics

·       Navigate to the report and Click on “Edit” for which the password protection functionality is needed.

 

 

 

·       Now Click on “Properties” button.

 

·       In the formatting Tab. Set the value to “True” for Enable PDF Security and Provide a password value to Open document password.

 

• Save the changes and Run the report.
• The Report output will prompt the user to enter the password.

 

2.Dynamic Password

We can take use case of employee hike letters in a company.

These letters should go to respective employees and should be password protected dynamically to each employee.

Or we can take example of customer invoices where we need to send customers pdf invoices.

Or We can take example of reports to suppliers.

We can create a password field in data model which can be combination of employee PAN and DOB for employees or Customer Number for customer invoices or supplier number in case of supplier reports.

 

Follow the below steps to achieve the same.

1. Create the Data Model (include the field for password)

(example- PASSWORD) 

 

/DATA_DS/G_1/PASSWORD (Any customized password field)

 We can use any field from our xml for password.

 2. Create RTF Template with below Custom Properties.

 Add the below mentioned two custom properties.

 

Properties	Value	Type
xdo-pdf-security	True	Text
xdo-pdf-open-password	{/DATA_DS/G_1/PASSWORD}	Text

  Navigation: File → Info → Properties → Advanced Properties → Custom

 

• Click “OK” and Save the Template.
•  Run the report locally and test.

 

 

• After testing locally, upload the template to BI catalog, Run the report and check the report output.
•  The Report output will prompt the user to enter the password.

 

  

Note:-

As of now it is applicable for PDF outputs only, in future this functionality might be added for excel output as well.