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 Templates.

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 Dynamic Watermark Rules.

The following kinds of watermarks can be used:

• Text: Specified the text which can 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.

• Image: An image in any of the supported bitmap (raster) formats.

• Signature: If Electronic Signatures is enabled, a watermark can be created from the electronic signature metadata associated with a content item.

Details are specified for type of watermark as well as placement. One or more watermarks of any type can be used in a given document. Defined watermarks are stored in a template that is checked in with a content ID and default metadata values.

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

Legacy schema templates are supported for watermarking, but any change to the template results in an upgrade to the new schema. Consequently, any template which is changed in Content Server version 12c may not work correctly with older versions of Content Server.

For information about creating templates, see Adding or Editing Templates.

A template is checked into the content repository as a managed content item with default metadata and two additional metadata fields:

• Watermark Template ID: The content ID (dDocName) for the template which can be assigned when the template is created. This is specified for static watermarks when the content item is checked in.

• Watermark Template Type: A list of supported template types. Currently, a single option is provided, the default PDFW_Template.

In addition to these fields, additional metadata values can be specified. This helps ensure that default values are provided for fields that require a value.

Rules are used to determine which template is applied for dynamic watermarking. After creating a template, the rules for the template can be defined. The same template can be used for static or dynamic watermarking. Rules are used only for dynamic watermarking.

If a template has multiple rules, the rules are applied in the order listed. Rules should be ordered 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, criteria can be set 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.

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).

Options are available for placing text or image watermarks at the top (header), center, or bottom (footer) of the page or at a particular location on the page with X-Y coordinates. Multiple watermarks can be used on 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.

1. Download an encryption library .jar file and save it to a location that the Content Server can access.
2. launch the System Properties application. For more information, see Running Administration Applications in Standalone Mode.
3. On the Systems Properties applet, open the Paths tab.
4. Specify the path to the encryption library jar file from step 1.
5. Click OK to save the changes and exit the System Properties utility.

1. From the main menu, choose Administration then PDF Watermark Administration.
2. Click PDF Watermark Administration.

   The PDF Watermark Administration page opens.

1. On the PDF Watermark Administration page, select the Rules tab.
2. To add a new rule, click Add. To change an existing rule, select a rule and click Edit.
3. For a new rule, on the Add New/Edit Rule page, enter a Name that describes the way a rule is used. The name cannot be changed after saving. To change the name of a rule, 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.
6. For a new criterion, on the Add New/Edit Criteria page, select the Field Name. After saving, the field selection cannot be modified. 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 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.

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.

Watermark elements are 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.